[I18N] *: export 16.0 source terms

closes odoo/documentation#4566

Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
This commit is contained in:
Martin Trigaux 2023-05-30 12:43:31 +00:00
parent fb1e764a8d
commit c4bc3b5874
7 changed files with 1187 additions and 5307 deletions

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@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-05-22 07:00+0000\n"
"POT-Creation-Date: 2023-05-30 12:32+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -2136,7 +2136,7 @@ msgid "Odoo uses :abbr:`OCR (optical character recognition)` and artificial inte
msgstr ""
#: ../../content/contributing/documentation/rst_cheat_sheet.rst:149
msgid ":abbr:`GUI (Graphical User Interface)` element"
msgid ":abbr:`GUI (graphical user interface)` element"
msgstr ""
#: ../../content/contributing/documentation/rst_cheat_sheet.rst:151

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@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-05-22 07:00+0000\n"
"POT-Creation-Date: 2023-05-30 12:32+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -1401,6 +1401,38 @@ msgstr ""
msgid "This value can be changed in :ref:`developer mode <developer-mode>`. Go to :menuselection:`Settings --> Technical --> Automation --> Scheduled Actions` and look for :guilabel:`Mail: Fetchmail Service`."
msgstr ""
#: ../../content/applications/general/email_communication/email_servers.rst:276
msgid "System parameters that prevent feedback loops"
msgstr ""
#: ../../content/applications/general/email_communication/email_servers.rst:278
msgid "There are two system parameters that help prevent email loops from occurring in Odoo. These parameters were introduced in Odoo 16 to prevent aliases from creating too many records and to prevent feedback loops on the catchall reply-to email address. They are present in database but not in the *System Parameters*. To override the following defaults they need to be added in."
msgstr ""
#: ../../content/applications/general/email_communication/email_servers.rst:283
msgid "The two system parameters are as follows:"
msgstr ""
#: ../../content/applications/general/email_communication/email_servers.rst:285
msgid "`mail.incoming.limit.period` (60 minutes by default)"
msgstr ""
#: ../../content/applications/general/email_communication/email_servers.rst:286
msgid "`mail.incoming.limit.alias` (5 by default)"
msgstr ""
#: ../../content/applications/general/email_communication/email_servers.rst:288
msgid "Add these fields in Odoo by first enabling :ref:`developer mode <developer-mode>`, and then navigating to :menuselection:`Settings --> Technical Menu --> Parameters --> System Parameters`. Change the value of these parameters, as needed."
msgstr ""
#: ../../content/applications/general/email_communication/email_servers.rst:292
msgid "When an email is received in the Odoo database on the catchall email address or on any alias, Odoo looks at the mail received for the given period of time defined in the system parameter `mail.incoming.limit.period`. If the received email was sent to an alias then Odoo will reference the `mail.incoming.limit.alias` system parameter and determine the value as the number of records this alias is allowed to create in the given period of time (value of `mail.incoming.limit.period`)."
msgstr ""
#: ../../content/applications/general/email_communication/email_servers.rst:298
msgid "In addition, when email is received to the catchall email address, Odoo will reference the emails received to the database during the set period of time (as stated by the value in the system parameter: `mail.incoming.limit.period`). Odoo will then determine whether any of the emails received match that of the email(s) being received during the specified time-frame, and will prevent a feedback loop from occurring if a duplicate email is detected."
msgstr ""
#: ../../content/applications/general/email_communication/email_template.rst:3
msgid "Email Templates"
msgstr ""

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@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-05-15 06:38+0000\n"
"POT-Creation-Date: 2023-05-30 12:32+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -213,8 +213,6 @@ msgid "If you have different storage locations in your warehouse, you can add ad
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:37
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:50
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:45
msgid "Receipts"
msgstr ""
@ -651,7 +649,6 @@ msgid "With Odoo, you can track and manage your products based on their expirati
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/expiration_dates.rst:16
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:18
msgid "Application configuration"
msgstr ""
@ -660,7 +657,6 @@ msgid "To use expiration date tracking, open the *Inventory* application and go
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/expiration_dates.rst:26
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:28
#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:68
#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:90
msgid "Product configuration"
@ -703,210 +699,618 @@ msgid "You can access expiration alerts from the *inventory* app. To do so, go t
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:3
msgid "Manage lots of identical products"
msgid "Use lots to manage groups of products"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:5
msgid "Lots are useful for products you receive in great quantity and for which a lot number can help in reporting, quality controls, or any other info. Lots will help identify a number of pieces having, for instance, a production fault. It can be useful for a batch production of clothes or food."
msgid "*Lots* are one of the two ways to identify and track products in Odoo. A lot usually indicates a specific batch of an item that was received, is currently stored, or was shipped from a warehouse, but can also pertain to a batch of products manufactured in-house, as well."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:11
msgid "Odoo has the capacity to manage lots, ensuring compliance with the traceability requirements imposed by the majority of industries."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:9
msgid "Manufacturers assign lot numbers to groups of products that have common properties; this can lead to multiple goods sharing the same lot number. This helps to identify a number of products in a single group, and allows for end-to-end traceability of these products through each step in their lifecycles."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:14
msgid "The double-entry management in Odoo enables you to run very advanced traceability."
msgid "Lots are useful for products that are manufactured or received in large quantities (such as clothes or food), and can be used to trace a product back to a group. This is especially useful when managing product recalls or expiration dates."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:18
msgid "Setting Up"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:19
msgid ":doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers`"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:21
msgid "Application Configuration"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:22
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:20
msgid "Enable lots & serial numbers"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:23
msgid "First, you need to activate the tracking of lot numbers. To do so, go to :menuselection:`Inventory --> Configuration --> Settings` and tick *Lots & Serial Numbers*. Then, click on save."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:24
msgid "To track products using lots, the *Lots & Serial Numbers* feature must be enabled. Go to the :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the :guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial Numbers`. Then, click the :guilabel:`Save` button to save changes."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:31
msgid "Product Configuration"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:-1
msgid "Enabled lots and serial numbers feature in inventory settings."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:33
msgid "Now, you have to configure which products you want to track by serial numbers."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:34
msgid "Track products by lots"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:36
msgid "Go to :menuselection:`Master Data --> Products` and open the product of your choice. There, click on *Edit* and select *Tracking by Lots* in the inventory tab."
msgid "Once the :guilabel:`Lots & Serial Numbers` setting has been activated, individual products can now be configured to be tracked using lots. To do this, go to the :menuselection:`Inventory app --> Products --> Products`, and choose a product."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:47
msgid "Manage Lots"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:40
msgid "Once on the product form, click :guilabel:`Edit` to make changes to the form. Then, click the :guilabel:`Inventory` tab. In the :guilabel:`Traceability` section, click :guilabel:`By Lots`. Then, click :guilabel:`Save` to save changes. Existing or new lot numbers can now be assigned to newly-received or manufactured batches of this product."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:52
msgid "In order to receive a product tracked by lots, you have to specify its lot numbers. You have several ways of doing so:"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:46
msgid "If a product has stock on-hand prior to activating tracking by lots or serial numbers, an inventory adjustment might need to be performed to assign lot numbers to the existing stock."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:55
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:65
msgid "Manually assign the different lot numbers"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:-1
msgid "Enabled tracking by lots feature on product form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:57
msgid "Copy/paste lot numbers from an Excel file"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:54
msgid "Create new lots for products already in stock"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:59
msgid "First, you need to open the detailed operations of your picking."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:56
msgid "New lots can be created for products already in stock with no assigned lot number. To do this, go to the :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`, and click :guilabel:`Create`. Doing so reveals a separate page where a new :guilabel:`Lot/Serial Number` is generated automatically."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:67
msgid "When opening the detailed operations, you can click on *Add a line*. Then, you will be able to fill the lot number in. Once done, you can click on *Add a line* again to register a new lot number."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:62
msgid "While Odoo automatically generates a new :guilabel:`Lot/Serial Number` to follow the most recent number, it can be edited and changed to any desired number, by clicking the line under the :guilabel:`Lot/Serial Number` field, and changing the generated number."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:66
msgid "Once the new :guilabel:`Lot/Serial Number` is generated, click the blank field next to :guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new number will be assigned."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:70
msgid "This form also provides the option to adjust the :guilabel:`Quantity`, assign a unique :guilabel:`Internal Reference` number (for traceability purposes), and assign this specific lot or serial number configuration to a specific website in the :guilabel:`Website` field (if working in a multi-website environment)."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:75
msgid "Copy/paste lot number from an Excel file"
msgid "A detailed description of this specific lot or serial number can also be added in the :guilabel:`Description` tab below."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:77
msgid "Once the spreadsheet containing the lot numbers you received from your supplier and copy the list. Then, you can paste them in the *Lot/Serial Number Name* column for Odoo to automatically create the necessary lines. After that, you will have to manually enter the number of products that are contained in each one of the lots."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:78
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:79
msgid "When all desired configurations are complete, click the :guilabel:`Save` button to save all changes."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:-1
msgid "New lot number creation form with assigned product."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:84
msgid "After a new lot number has been created, saved, and assigned to the desired product, navigate back to the product form in the :menuselection:`Inventory` app, by going to :menuselection:`Products --> Products`, and selecting the product to which this newly-created lot number was just assigned."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:88
msgid "On that product's detail form, click the :guilabel:`Lot/Serial Numbers` smart button to view the new lot number. When additional quantity of this product is received or manufactured, this new lot number can be selected and assigned to it."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:93
msgid "Operation Types"
msgid "Manage lots for shipping and receiving"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:95
msgid "Of course, you also have the possibility to define how you will manage lots for each operation type. To do so, open the *Inventory* app and go to :menuselection:`Configuration --> Operation Types`."
msgid "Lot numbers can be assigned for both **incoming** and **outgoing** goods. For incoming goods, lot numbers are assigned directly on the purchase order form. For outgoing goods, lot numbers are assigned directly on the sales order form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:99
msgid "For each type (receipts, internal transfers, deliveries, …), you can decide if you allow to create new lot numbers or only use existing ones. By default, the creation of new lots is only allowed at product reception, and using existing lot numbers isnt allowed in this operation. If you have inter-warehouse transfers and track products by lots, it can be useful to allow using existing lot numbers in receipts too."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:100
msgid "Manage lots on receipts"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:102
msgid "Assigning lot numbers to **incoming** goods can be done directly from the purchase order (PO)."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:104
msgid "To create a :abbr:`PO (purchase order)`, go to :menuselection:`Purchase app --> Create`. Doing so reveals a new, blank request for quotation (RFQ) form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:107
msgid "On this :abbr:`RFQ (request for quotation)`, fill out the necessary information by adding a :guilabel:`Vendor`, and adding the desired products to the :guilabel:`Product` lines, by clicking :guilabel:`Add a product` (under the :guilabel:`Products` tab)."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:111
msgid "Choose the desired quantity of the product to order by changing the number in the :guilabel:`Quantity` column."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:114
msgid "Once the :abbr:`RFQ (request for quotation)` has been filled out, click :guilabel:`Confirm Order`. When the :abbr:`RFQ (request for quotation)` is confirmed, it becomes a :guilabel:`Purchase Order`, and a :guilabel:`Receipt` smart button appears. Click the :guilabel:`Receipt` smart button to be taken to the warehouse receipt form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:120
msgid "Clicking :guilabel:`Validate` before assigning a lot number to the ordered product quantities will result in a :guilabel:`User Error` pop-up. The pop-up requires entry of a lot or serial number for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be validated without a lot number being assigned."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:-1
msgid "Add lot/serial number user error popup."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:129
msgid "From here, click the :guilabel:`Additional Options` menu, represented by a :guilabel:`hamburger (four horizontal lines)` icon, located to the right of the :guilabel:`Unit of Measure` column in the :guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:133
msgid "In this pop-up, configure a number of different fields, including the assignation of a lot number, under the :guilabel:`Lot/Serial Number Name` column, located at the bottom of the pop-up."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:136
msgid "There are two ways to assign lot numbers: **manually** and **copy/paste**."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:138
msgid "**Manually assign lot numbers**: Click :guilabel:`Add a line` and choose the location the products will be stored in under the :guilabel:`To` column. Then, type a new :guilabel:`Lot Number Name` and set the :guilabel:`Done` quantity."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:0
msgid "Assign lot number detailed operations popup."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:147
msgid "If quantities should be processed in multiple locations and lots, click :guilabel:`Add a line` and type a new :guilabel:`Lot Number Name` for additional quantities. Repeat until the :guilabel:`Quantity Done` matches the :guilabel:`Demand`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:151
msgid "**Copy/paste lot numbers from a spreadsheet**: Populate a spreadsheet with all of the lot numbers received from the supplier (or manually chosen to assign upon receipt). Then, copy and paste them in the :guilabel:`Lot/Serial Number Name` column. Odoo will automatically create the necessary number of lines based on the amount of numbers pasted in the column. From here, the :guilabel:`To` locations and :guilabel:`Done` quantities can be manually entered in each of the lot number lines."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:0
msgid "List of lot numbers copied on excel spreadsheet."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:161
msgid "Once all product quantities have been assigned a lot number, click :guilabel:`Confirm` to close the pop-up. Then, click :guilabel:`Validate`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:164
msgid "A :guilabel:`Traceability` smart button appears upon validating the receipt. Click the :guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the :guilabel:`Lot/Serial #` assigned, and more."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:170
msgid "Manage lots on delivery orders"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:172
msgid "Assigning lot numbers to **outgoing** goods can be done directly from the sales order (SO)."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:174
msgid "To create an :abbr:`SO (sales order)`, go to the :menuselection:`Sales app --> Create`. Doing so reveals a new, blank quotation form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:177
msgid "On this blank quotation form, fill out the necessary information by adding a :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines (in the :guilabel:`Order Lines` tab) by clicking :guilabel:`Add a product`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:181
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:219
msgid "Then, choose the desired quantity to sell by changing the number in the :guilabel:`Quantity` column."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:183
msgid "Once the quotation has been filled out, click the :guilabel:`Confirm` button to confirm the quotation. When the quotation is confirmed, it becomes an :abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:187
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:225
msgid "Click the :guilabel:`Delivery` smart button to view the warehouse receipt form for that specific :abbr:`SO (sales order)`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:190
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:130
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:228
msgid "From here, click the :guilabel:`Additional Options` menu, represented by a `hamburger` icon (four horizontal lines, located to the right of the :guilabel:`Unit of Measure` column in the :guilabel:`Operations` tab). Clicking that icon reveals a :guilabel:`Detailed Operations` pop-up."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:194
msgid "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, with the full :guilabel:`Reserved` quantity taken from that specific lot (if there is enough stock in that particular lot)."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:198
msgid "If there is insufficient stock in that lot, or if partial quantities of the :guilabel:`Demand` should be taken from multiple lots, change the quantity in the :guilabel:`Done` column to only include that specific part of the total quantity."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:203
msgid "The lot automatically chosen for delivery orders varies, depending on the selected removal strategy (:abbr:`FIFO (First In, First Out)`, :abbr:`LIFO (Last In, First Out)`, or :abbr:`FEFO (First Expiry, First Out)`). It will also depend on the quantity ordered, and if there is enough quantity in one lot to fulfill the order."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:209
msgid ":doc:`/applications/inventory_and_mrp/inventory/routes/strategies/removal`"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:211
msgid "Then, click :guilabel:`Add a line`, select an additional (different) :guilabel:`Lot/Serial Number`, apply the rest of the :guilabel:`Done` quantities, and click :guilabel:`Confirm` to close the pop-up. Lastly, click the :guilabel:`Validate` button to deliver the products."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:-1
msgid "Detailed operations popup for source lot number on sales order."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:219
msgid "Upon validating the delivery order, a :guilabel:`Traceability` smart button appears. Click the :guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which includes a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the :guilabel:`Date`, and the :guilabel:`Lot/Serial #` assigned."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:224
msgid "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference` receipt from the previous purchase order, if the product quantities shared the same lot number."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:228
msgid "Manage lots for different operations types"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:230
msgid "In Odoo, the creation of new lots is only allowed upon **receiving** products from a purchase order, by default. **Existing** lot numbers cannot be used."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:233
msgid "For sales orders, the opposite is true: new lot numbers cannot be created on the delivery order, only existing lot numbers can be used."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:236
msgid "To change the ability to use new (or existing) lot numbers on any operation type, go to the :menuselection:`Inventory app --> Configuration --> Operations Types`, and select the desired :guilabel:`Operation Type`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:240
msgid "For :guilabel:`Receipts`, found on the :menuselection:`Operations Types` page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be enabled, by clicking :guilabel:`Edit`, and then clicking the checkbox beside the :guilabel:`Use Existing Lots/Serial Numbers` option (in the :guilabel:`Traceability` section). Lastly, click the :guilabel:`Save` button to save the changes."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:245
msgid "For :guilabel:`Delivery Orders`, the :guilabel:`Create New Lots/Serial Numbers` option can be enabled, by clicking :guilabel:`Edit`, and clicking the checkbox beside the :guilabel:`Create New Lots/Serial Numbers` option. Be sure to click the :guilabel:`Save` button to save all changes."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:-1
msgid "Enabled traceability setting on operations type form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:254
msgid "For inter-warehouse transfers involving products tracked by lots, it can be useful to enable the :guilabel:`Use Existing Lots/Serial Numbers` option for warehouse receipts."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:258
msgid "Lots traceability"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:113
msgid "The lot number given to the products allows you to keep track of where they were received, put in stock, to whom they were sold and where they were shipped to."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:260
msgid "Manufacturers and companies can refer to traceability reports to see the entire lifecycle of a product: where (and when) it came from, where it was stored, and who (and when) it went to."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:117
msgid "To track an item, open the *Inventory* module and, in :menuselection:`Master Data --> Lots/Serial Numbers`, click on the lot number corresponding to your search."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:263
msgid "To see the full traceability of a product, or group by lots, go to the :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the :menuselection:`Lots/Serial Numbers` dashboard."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:124
msgid "When you open the *Traceability* information, you see in which documents the lot number has been used."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:267
msgid "From here, products with lot numbers assigned to them will be listed by default, and can be expanded to show the lot numbers those products have assigned to them."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:130
msgid "Now, if you want to locate the lot number, you can do so by clicking on the *Location* stat button."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:270
msgid "To group by lots (or serial numbers), begin by removing any filters in the search bar. Then, click the :guilabel:`Group By` drop-down, select :guilabel:`Add Custom Group`, and select :guilabel:`Lot/Serial Number` from the drop-down menu. Then, click :guilabel:`Apply`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:274
msgid "Doing so displays all existing lots and serial numbers, and can be expanded to show all quantities of products with that assigned number."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:-1
msgid "Lots and serial numbers traceability report."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots.rst:282
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:317
msgid ":doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/differences`"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:3
msgid "Work with serial numbers"
msgid "Use serial numbers to track products"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:5
msgid "To track products with serial numbers, you can use the serial number tracking. With them, you can track the current location of the product and, when the products are moved from one location to another, the system will automatically identify the current location of the product, based on its last movement."
msgid "*Serial numbers* are one of the two ways to identify and track products in Odoo. A serial number is a unique identifier assigned incrementally (or sequentially) to an item or product, used to distinguish it from other items and products."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:11
msgid "If you want to do it or run very advanced traceability, the Odoo double-entry management is the feature you need."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:9
msgid "Serial numbers can consist of many different types of characters: they can be strictly numerical, they can contain letters and other typographical symbols, or they can be a mix of all of the above."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:15
msgid "Configurations"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:12
msgid "The goal of assigning serial numbers to individual products is to make sure that every item's history is identifiable when it travels through the supply chain. This can be especially useful for manufacturers that provide after-sales services to products that they sell and deliver."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:20
msgid "First, you need to activate the serial numbers tracking. To do so, go to :menuselection:`Configuration --> Settings` in the *Inventory* application. Then, enable the feature and hit save."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:17
msgid ":doc:`/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/lots`"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:30
msgid "Now, you have to configure the products you want to track by serial numbers. To do so, go to :menuselection:`Master Data --> Products` and open the product of your choice. Edit it and select *Tracking By Unique Serial Number* in the *Inventory tab*. Then, click on save."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:22
msgid "To track products using serial numbers, the :guilabel:`Lots & Serial Numbers` feature must be enabled. To enable this, go to :menuselection:`Inventory app --> Configuration --> Settings`, scroll down to the :guilabel:`Traceability` section, and click the box next to :guilabel:`Lots & Serial Numbers`. Remember to click the :guilabel:`Save` button to save changes."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:42
msgid "Manage Serial Numbers"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:-1
msgid "Enabled lots and serial numbers setting."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:47
msgid "To receive a product that is tracked by serial number, you have to specify its serial number. Of course, you have several ways of doing so:"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:32
msgid "Configure serial number tracking on products"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:34
msgid "Once the :guilabel:`Lots & Serial Numbers` setting has been activated, individual products can now be tracked using serial numbers. To configure this, go to :menuselection:`Inventory app --> Products --> Products`, and choose a desired product to track."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:38
msgid "Once on the product form, click :guilabel:`Edit`, and click the :guilabel:`Inventory` tab."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:40
msgid "Once on the product form, click :guilabel:`Edit`, navigate to the :guilabel:`Inventory` tab, and scroll to the :guilabel:`Traceability` section. Then, select the :guilabel:`By Unique Serial Number` option, and click :guilabel:`Save` to save the changes. Existing or new serial numbers can now be selected and assigned to newly-received or manufactured batches of this product."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:-1
msgid "Enabled serial number tracking on product form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:50
msgid "Manual assignation"
msgid "If a product doesn't have a serial number assigned to it, a user error pop-up window will appear. The error message states that the product(s) in stock have no lot/serial number. However, a lot/serial number can be assigned to the product by making an inventory adjustment."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:52
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:73
msgid "Multi-assignation"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:55
msgid "Create new serial numbers for products already in stock"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:54
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:89
msgid "Copy/pasting from an Excel file"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:56
msgid "Whatever could be your favorite way to assign serial numbers, you firstly need to open the detailed operations of your picking."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:57
msgid "New serial numbers can be created for products already in stock with no assigned serial number. To do this, go to :menuselection:`Inventory --> Products --> Lots/Serial Numbers`, and click :guilabel:`Create`. Doing so reveals a blank lots/serial numbers form. On this form, a new :guilabel:`Lot/Serial Number` is generated automatically."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:63
msgid "Manual assignation of the different serial numbers"
msgid "While Odoo automatically generates a new lot/serial number to follow the most recent number, it can be edited and changed to any desired number, by clicking the line under the :guilabel:`Lot/Serial Number` field, and changing the generated number."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:65
msgid "When opening the detailed operations, you can click on *Add a line*. Then, you will be able to fill in the serial number field. Once done, you can click again on *Add a line* to register a new serial number."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:67
msgid "Once the :guilabel:`Lot/Serial Number` is generated, click the blank field next to :guilabel:`Product` to reveal a drop-down menu. From this menu, select the product to which this new number will be assigned."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:75
msgid "By using the multi-assignation of serial numbers, Odoo will automatically create the necessary lines. To do so, you have to enter the first serial number of your set and the number of products you have to assign a serial number to."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:71
msgid "This form also provides the option to adjust the :guilabel:`Quantity`, to assign a unique :guilabel:`Internal Reference` number (for traceability purposes), and to assign this specific lot/serial number configuration to a specific website in the :guilabel:`Website` field (if working in a multi-website environment)."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:80
msgid "Once done, click on *Assign Serial Numbers* and Odoo will do the rest."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:76
msgid "A detailed description of this specific lot/serial number can also be added in the :guilabel:`Description` tab below."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:91
msgid "To use copy/pasting, open the spreadsheet containing the serial numbers you received and copy the list. Then, past them in the *Lot/Serial Number Name* column of the wizard. Doing so, Odoo will automatically create the lines you need."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:-1
msgid "New serial number created for existing product stock."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:106
msgid "Operation types"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:85
msgid "After a new serial number has been created, assigned to the desired product, and saved, navigate back to the product form, by going to :menuselection:`Products --> Products`, and selecting the product that this newly-created serial number was just assigned to."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:108
msgid "You also have the possibility to define how you will manage lots for each operation type. To define it, go to :menuselection:`Configuration --> Operation Types` in the *Inventory* app."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:89
msgid "On that product's detail form, click the :guilabel:`Lot/Serial Numbers` smart button to view the new serial number."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:112
msgid "For each type, you can decide if you allow the creation of new lot numbers or want to use existing ones. By default, the creation of new lots is only allowed at product reception."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:93
msgid "Manage serial numbers for shipping and receiving"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:120
msgid "If you have inter-warehouse transfers and track products by lots, it can be useful to allow using existing lot numbers in receipts too."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:95
msgid "Serial numbers can be assigned for both **incoming** and **outgoing** goods. For incoming goods, lot numbers are assigned directly on the purchase order form. For outgoing goods, lot numbers are assigned directly on the sales order form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:124
msgid "Serial Number traceability"
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:100
msgid "Manage serial numbers on receipts"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:126
msgid "Using serial numbers allows you to keep track of where the products were received, put in stock, to whom they were sold, and where they were shipped to."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:102
msgid "Assigning serial numbers to **incoming** goods can be done directly from the purchase order (PO)."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:130
msgid "Tracking an item is easy: open the *Inventory* app, and go to :menuselection:`Master Data --> Lots/Serial Numbers` and click on the serial number corresponding to your search. Then, open the *Traceability* information. There, you will see in which documents the serial number has been used."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:104
msgid "To create a :abbr:`PO (purchase order)`, go to the :menuselection:`Purchase app --> Create`. Doing so reveals a new, blank request for quotation (RFQ) form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:140
msgid "And, if you want to locate a serial number, you can do so by clicking on the *Location* button available on the serial number form."
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:107
msgid "On this :abbr:`RFQ (request for quotation)` form, fill out the necessary information, by adding a :guilabel:`Vendor`, and by adding the desired products to the :guilabel:`Product` lines, by clicking :guilabel:`Add a product`, under the :guilabel:`Products` tab."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:111
msgid "Choose the desired quantity of the product to order, by changing the number in the :guilabel:`Quantity` column."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:114
msgid "When the necessary configurations are complete, click :guilabel:`Confirm Order`. This will convert the :abbr:`RFQ (request for quotation)` to a purchase order."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:117
msgid "Then, click the :guilabel:`Receipt` smart button to be taken to the warehouse receipt form page for that specific :abbr:`PO (purchase order)`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:121
msgid "Clicking :guilabel:`Validate` before assigning a serial number to the ordered product quantities will cause a :guilabel:`User Error` pop-up to appear. The pop-up requires entry of a lot or serial number for the ordered products. The :abbr:`RFQ (request for quotation)` **cannot** be validated without a serial number being assigned."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:-1
msgid "User error popup prompting serial number entry."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:134
msgid "In this pop-up, configure a number of different fields, including the assignation of a serial number (or serial numbers) under the :guilabel:`Lot/Serial Number Name` column, located at the bottom of the pop-up."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:138
msgid "There are three ways to do this: manually assigning serial numbers, automatically assigning serial numbers, and copy/pasting serial numbers from a spreadsheet."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:142
msgid "Assign serial numbers manually"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:144
msgid "To assign serial numbers manually, click :guilabel:`Add a line` from the :guilabel:`Detailed Operations` pop-up, and first choose the location where the product will be stored under the :guilabel:`To` column."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:148
msgid "Then, type a new :guilabel:`Serial Number Name`, and set the :guilabel:`Done` quantity in the appropriate columns."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:151
msgid "Repeat this process for the quantity of products shown in the :guilabel:`Demand` field, and until the :guilabel:`Quantity Done` field displays the correct (matching) number of products processed."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:155
msgid "Assign serial numbers automatically"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:157
msgid "If a large quantity of products need individual serial numbers assigned to them, Odoo can automatically generate and assign serial numbers to each of the individual products."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:160
msgid "To accomplish this, start with the :guilabel:`First SN` field in the :guilabel:`Detailed Operations` pop-up window, and type the first serial number in the desired order to be assigned."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:163
msgid "Then, in the :guilabel:`Number of SN` field, type the total number of items that need newly-generated unique serial numbers assigned to them."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:166
msgid "Finally, click :guilabel:`Assign Serial Numbers`, and a list will populate with new serial numbers matching the ordered quantity of products."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:-1
msgid "Automatic serial number assignment in detailed operations popup."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:174
msgid "Copy/paste serial numbers from a spreadsheet"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:176
msgid "To copy and paste serial numbers from an existing spreadsheet, first populate a spreadsheet with all of the serial numbers received from the supplier (or manually chosen upon receipt). Then, copy and paste them in the :guilabel:`Lot/Serial Number Name` column. Odoo will automatically create the necessary number of lines based on the amount of numbers pasted in the column."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:181
msgid "From here, the :guilabel:`To` locations and :guilabel:`Done` quantities can be manually entered in each of the serial number lines."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:-1
msgid "List of serial numbers copied in Excel spreadsheet."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:189
msgid "For purchase orders that include large quantities of products to receive, the best method of serial number assignment is to automatically assign serial numbers using the :guilabel:`Assign Serial Numbers` button located on the :abbr:`PO (purchase order)`. This prevents any serial numbers from being reused or duplicated, and improves traceability reporting."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:194
msgid "Once all product quantities have been assigned a serial number, click the :guilabel:`Confirm` button to close the pop-up. Then, click :guilabel:`Validate`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:197
msgid "A :guilabel:`Traceability` smart button appears upon validating the receipt. Click the :guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the :guilabel:`Lot/Serial #`, and more."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:202
msgid "Once all product quantities have been assigned a serial number, click :guilabel:`Confirm` to close the popup, and click :guilabel:`Validate`. A :guilabel:`Traceability` smart button will appear upon validating the receipt. Click the :guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the :guilabel:`Lot/Serial #`, and more."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:209
msgid "Manage serial numbers on delivery orders"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:211
msgid "Assigning serial numbers to **outgoing** goods can be done directly from the sales order (SO)."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:213
msgid "To create an :abbr:`SO (sales order)`, navigate to the :menuselection:`Sales` app, and click the :guilabel:`Create` button. Doing so reveals a new, blank quotation form. On this blank quotation form, fill out the necessary information, by adding a :guilabel:`Customer`, and adding products to the :guilabel:`Product` lines (in the :guilabel:`Order Lines` tab), by clicking :guilabel:`Add a product`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:221
msgid "Once the quotation has been filled out, click the :guilabel:`Confirm` button to confirm the quotation. When the quotation is confirmed, the quotation becomes an :abbr:`SO (sales order)`, and a :guilabel:`Delivery` smart button appears."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:232
msgid "In the pop-up, a :guilabel:`Lot/Serial Number` will be chosen by default, with each product of the total :guilabel:`Reserved` quantity listed with their unique serial numbers (most likely listed in sequential order)."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:236
msgid "To manually change a product's serial number, click the drop-down menu under :guilabel:`Lot/Serial Number`, and choose (or type) the desired serial number. Then, mark the :guilabel:`Done` quantities, and click :guilabel:`Confirm` to close the pop-up."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:240
msgid "Finally, click the :guilabel:`Validate` button to deliver the products."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:-1
msgid "Serial numbers listed in detailed operations popup."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:246
msgid "Upon validating the delivery order, a :guilabel:`Traceability` smart button appears. Click the :guilabel:`Traceability` smart button to see the updated :guilabel:`Traceability Report`, which includes: a :guilabel:`Reference` document, the :guilabel:`Product` being traced, the :guilabel:`Date`, and the :guilabel:`Lot/Serial #` assigned."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:251
msgid "The :guilabel:`Traceability Report` can also include a :guilabel:`Reference` receipt from the previous purchase order (PO), if any of the product quantities shared a serial number assigned during receipt of that specific :abbr:`PO (purchase order)`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:256
msgid "Manage serial numbers for different operations types"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:258
msgid "By default in Odoo, the creation of new serial numbers is only allowed upon **receiving** products from a purchase order. **Existing** serial numbers cannot be used. For sales orders, the opposite is true: new serial numbers cannot be created on the delivery order, only existing serial numbers can be used."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:263
msgid "To change the ability to use new (or existing) serial numbers on any operation type, go to :menuselection:`Inventory app --> Configuration --> Operations Types`, and select the desired :guilabel:`Operation Type`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:267
msgid "For the :guilabel:`Receipts` operation type, found on the :guilabel:`Operations Types` page, the :guilabel:`Use Existing Lots/Serial Numbers` option can be enabled, by selecting :guilabel:`Receipts` from the :guilabel:`Operations Types` page, clicking :guilabel:`Edit`, and then clicking the checkbox beside the :guilabel:`Use Existing Lots/Serial Numbers` option (in the :guilabel:`Traceability` section). Lastly, click the :guilabel:`Save` button to save the changes."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:273
msgid "For the :guilabel:`Delivery Orders` operation type, located on the :guilabel:`Operations Types` page, the :guilabel:`Create New Lots/Serial Numbers` option can be enabled, by selecting :guilabel:`Delivery Orders` from the :guilabel:`Operations Types` page, clicking :guilabel:`Edit`, and clicking the checkbox beside the :guilabel:`Create New Lots/Serial Numbers` option (in the :guilabel:`Traceability` section). Be sure to click :guilabel:`Save` to save changes."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:-1
msgid "Enabled traceability setting in operations type form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:284
msgid "Serial number traceability"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:286
msgid "Manufacturers and companies can refer to the traceability reports to see the entire lifecycle of a product: where it came from (and when), where it was stored, and who it went to."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:289
msgid "To see the full traceability of a product, or group by serial numbers, go to :menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. Doing so reveals the :guilabel:`Lots/Serial Numbers` dashboard."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:293
msgid "From here, products with serial numbers assigned to them will be listed by default, and can be expanded to show what serial numbers have been specifically assigned to them."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:296
msgid "To group by serial numbers (or lots), first remove any default filters from the search bar in the upper-right corner. Then, click :guilabel:`Group By`, and select :guilabel:`Add Custom Group`, which reveals a mini drop-down menu. From this mini drop-down menu, select :guilabel:`Lot/Serial Number`, and click :guilabel:`Apply`."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:301
msgid "Doing so reveals all existing serial numbers and lots, and can be expanded to show all quantities of products with that assigned number. For unique serial numbers that are not reused, there should be just one product per serial number."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:-1
msgid "Serial numbers reporting page with drop-down lists."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:310
msgid "For additional information regarding an individual serial number (or lot number), click the line item for the serial number to reveal that specific serial number's :guilabel:`Serial Number` form. From this form, click the :guilabel:`Location` and :guilabel:`Traceability` smart buttons to see all stock on-hand using that serial number, and any operations made using that serial number."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/misc.rst:5

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@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-05-15 06:38+0000\n"
"POT-Creation-Date: 2023-05-30 12:32+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -2369,6 +2369,134 @@ msgstr ""
msgid "Users who do **not** have access to the view will **not** be able to access it in **Knowledge** even though they have access to the article containing the view."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:3
msgid "Articles management"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:5
msgid "Managing articles effectively is key to maximizing the value of your knowledge resources, whether working on a research project, studying for an exam, or building a knowledge database for your business. Knowledge allows you to fully manage your articles, from :ref:`creation <management/create>` to :ref:`removal <management/remove>`, through :ref:`sharing <management/share>` and :ref:`structure <management/structure>`."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:11
msgid "You can find most tools to manage articles by clicking the vertical ellipsis button (:guilabel:`⋮`) at the right side of the top bar. From there, you can move, lock, delete, or duplicate an article."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "Menu with tools for the management of articles"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:18
msgid "Creation, sharing, and removal of articles"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:23
msgid "Creation"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:25
msgid "To create articles, click the :guilabel:`+ New` button on the right side of the top bar or the :guilabel:`+` button next to a category or another article."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:29
msgid "Create private articles quickly with the Alt/Option + C keyboard shortcut."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:34
msgid "Sharing"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:36
msgid "You can share articles with internal or external users. To do so, open the share menu by clicking :guilabel:`Share` in the top-right menu of articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:40
msgid "Invite users"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:42
msgid "To share articles with specific users (internal or external, such as a partner or a customer), click :guilabel:`Invite`. This opens a pop-up window in which you can choose the :guilabel:`Permission` :ref:`(i.e, access rights) <management/categories>` and enter the :guilabel:`Recipients`' name or email."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:47
msgid "You can also restrict a specific user from accessing the article by selecting :guilabel:`No access` permission."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "pop-up window to invite users to access a Knowledge article"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:54
msgid "Share online"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:56
msgid "To share articles **online**, activate the :guilabel:`Share to web` button. Doing so generates a URL link anyone can use to view the article."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:59
msgid "Additionally, the share menu displays the default permission for internal members along with all the users who have been granted specific permission."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "Sharing menu with URL for online sharing and the list of members."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:68
msgid "Removal"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:70
msgid "To remove an article, you can either **delete** it or **archive** it."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:72
msgid "To delete an article, open it and click the vertical ellipsis button :menuselection:`(⋮) --> Delete`. The article is moved to the trash for 30 days before being permanently deleted. To restore it, click :guilabel:`Open the Trash`, select the article, and click :guilabel:`Restore`."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:76
msgid "To archive articles, click :guilabel:`Search`, select the article(s), and click :menuselection:`Action --> Archive --> Archive`. Archived articles are hidden from the search menu. To retrieve an archived article, add a custom filter to display them (:menuselection:`Search --> Filters --> Add Custom Filter`, and set :guilabel:`Active` as :guilabel:`is No`). Then, select the article(s) and go to :menuselection:`Action --> Unarchive`."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:85
msgid "Structure of articles"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:87
msgid "Articles are organized into a hierarchical structure wherein the article on top is a parent article, and those underneath are called nested articles. This structure allows the grouping of related articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:91
msgid "To establish this hierarchy, create new articles by clicking the :guilabel:`+` button next to the parent-to-be article, or move existing articles by either dragging and dropping them under the parent-to-be or by clicking the vertical ellipsis button (:guilabel:`⋮`), clicking :guilabel:`Move To` on the toolbox and selecting the article to use as a parent."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:99
msgid "Categories"
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:101
msgid "Additionally, articles are divided into four categories that can be found on the left sidebar. These categories give articles default **access rights**."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:104
msgid ":guilabel:`Favorites`: You can set any article you can access as a favorite. To do so, click the star-shaped icon (:guilabel:`★`) in the top-right menu of articles. Marking articles as **favorites** is user-specific and does not affect other users."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:107
msgid ":guilabel:`Workspace`: Articles displayed in that category are available to all internal users. These users have the right to read, modify or share these articles."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:109
msgid ":guilabel:`Shared`: Articles displayed in that category are those you shared with internal users, external users, or shared with you."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:111
msgid ":guilabel:`Private`: Articles displayed in that category are only available to you."
msgstr ""
#: ../../content/applications/productivity/knowledge/management.rst:-1
msgid "Categories displayed in the left sidebar of Odoo Knowledge"
msgstr ""
#: ../../content/applications/productivity/knowledge/properties.rst:3
#: ../../content/applications/productivity/studio/fields.rst:453
msgid "Properties"

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@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-05-22 07:00+0000\n"
"POT-Creation-Date: 2023-05-30 12:32+0000\n"
"PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n"
"Last-Translator: FULL NAME <EMAIL@ADDRESS>\n"
"Language-Team: LANGUAGE <LL@li.org>\n"
@ -78,7 +78,6 @@ msgstr ""
#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:9
#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:16
#: ../../content/applications/sales/subscriptions/closing.rst:31
#: ../../content/applications/sales/subscriptions/plans.rst:10
#: ../../content/applications/sales/subscriptions/upselling.rst:25
msgid "Configuration"
msgstr ""
@ -6687,67 +6686,127 @@ msgid "Subscription plans"
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:5
msgid "Subscription plans are :doc:`quotation templates <../sales/send_quotations/quote_template>` specific to **subscriptions** used to preconfigure selectable **plans** and **recurrence periods** to configure quotations quickly."
msgid "*Subscription plans* are :doc:`quotation templates </applications/sales/sales/send_quotations/quote_template>` used to preconfigure quotations with subscription products. Use subscription plans to quickly create subscription orders."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:10
msgid "Configure subscription plans"
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:12
msgid "To create a new subscription plan or edit an existing one, go to :menuselection:`Subscriptions --> Configuration --> Plans`, and click :guilabel:`New` or select an existing plan."
msgid "To configure subscription plans, go to :menuselection:`Subscriptions --> Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, or select an existing plan to edit it."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:15
msgid "Since the Odoo *Subscriptions* app is integrated closely with the *Sales* app, subscription plans use the same form as quotation templates."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:-1
msgid "Subscription plan (quotation template) configuration"
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:18
msgid "When creating a subscription plan, several options are available:"
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:20
msgid "The **name** of the plan;"
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:21
msgid ":guilabel:`Quotation expires after`: after how many days the quotation expires;"
msgid "Subscription plan (quotation template) configuration form."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:22
msgid ":guilabel:`Online confirmation`: if the customer's :guilabel:`Signature` or :guilabel:`Payment` confirms the order. Enable both to leave the choice to the customer;"
msgid "The subscription plan form contains the following options:"
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:24
msgid ":guilabel:`Confirmation Mail`: the **mail template** used for the order confirmation mail;"
msgid ":guilabel:`Name`: Enter a name for the subscription plan at the top of the page."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:25
msgid ":guilabel:`Recurrence`: the recurrence of **recurring products** used with this template."
msgid ":guilabel:`Quotation expires after`: Enter the number of days after which the quotation expires, starting from the day the quotation is sent to the customer. Leave this field at zero for the quotation to never expire."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:27
msgid "Selecting a :guilabel:`Recurrence` enables the following additional options:"
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:29
msgid ":guilabel:`Duration`: whether **recurring products** used with this template have no **end date**, or if they have a :guilabel:`Fixed` duration. Selecting :guilabel:`Fixed` enables an additional option to select the **duration**;"
#: ../../content/applications/sales/subscriptions/plans.rst:28
msgid ":guilabel:`Online Confirmation`: Check the boxes next to :guilabel:`Signature` or :guilabel:`Payment` to enable the customer to confirm their subscription order by signing or paying for the quotation. Enable both to leave the choice to the customer. Enable neither to only confirm the quotation in the backend."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:32
msgid ":guilabel:`Self Closable`: if enabled, the **customer** can terminate their subscription from their **customer portal**;"
msgid ":guilabel:`Confirmation Mail`: Select an :doc:`email template </applications/general/email_communication/email_template>` for the confirmation email that is automatically sent to the customer after the quotation is confirmed. Leave this field blank to send nothing."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:34
msgid ":guilabel:`Automatic Closing`: the number of days after which **unpaid** subscriptions *past* the due date are automatically closed;"
#: ../../content/applications/sales/subscriptions/plans.rst:37
msgid "To create a new email template, enter a name for the template, then click :guilabel:`Create and edit`."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:36
msgid ":guilabel:`Invoicing Journal`: if set, subscriptions with this template are invoiced in the set journal. If none, the sales journal with the lowest sequence is used."
#: ../../content/applications/sales/subscriptions/plans.rst:39
msgid "To edit an existing email template, select one from the drop-down menu, then click on the :guilabel:`Internal link` arrow at the end of the line."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:40
msgid "On each template, you can add specific :doc:`Terms & Conditions <../sales/send_quotations/terms_and_conditions>`. If **terms and conditions** are specified on a template, these will be used instead of the default **terms and conditions** set in the **Sales** app settings (if any are set)."
#: ../../content/applications/sales/subscriptions/plans.rst:42
msgid ":guilabel:`Recurrence`: Select the recurrence period used for the plan. The recurrence periods available here are the same ones that are configured in :menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:46
msgid "Selecting a :guilabel:`Recurrence` turns the quotation template into a subscription plan and enables the following additional options:"
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:49
msgid ":guilabel:`Duration`: Choose whether the subscription plan has no end date (:guilabel:`Forever`) or a :guilabel:`Fixed` duration."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:52
msgid "If the duration is :guilabel:`Forever`, then the subscription plan will continually renew until either the customer or the company manually ends the subscription."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:54
msgid "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` date, which determines the amount of time after which the subscription will automatically end."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:57
msgid ":guilabel:`Self Closable`: Check this box to enable the customer to terminate their subscription from the :doc:`customer portal </applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:60
msgid ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid* subscriptions *past* the due date are automatically closed."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:62
msgid ":guilabel:`Invoicing Journal`: Select the accounting journal in which invoices for this subscription plan are recorded. Leave this field blank to use the sales journal with the lowest sequence."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:-1
msgid "Terms and conditions of subscription plan"
msgid "Subscription plan with Recurrence selected."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:70
msgid "In the :guilabel:`Lines` tab, create the order lines for the quotation. Click :guilabel:`Add a product`, select a product to include in the plan, and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add as many products as desired to the order lines."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:74
msgid "In the :guilabel:`Optional Products` tab, enter any optional products that the customer can add to their quotation before confirming the order."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:77
msgid "If the subscription plan has unique :doc:`terms and conditions </applications/sales/sales/send_quotations/terms_and_conditions>`, add them in the :guilabel:`Terms & Conditions` tab. If terms conditions are specified on a plan, these will be used instead of the default terms and conditions set up in the *Sales* app settings."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:-1
msgid "Subscription plan Terms & Conditions tab."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:87
msgid "Use subscription plans on quotations"
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:89
msgid "Quotations for subscription products can be created in both the *Subscriptions* app and the *Sales* app."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:92
msgid "From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to create a new quotation. Then, select a subscription plan in the :guilabel:`Subscription Plan` field."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:95
msgid "The :guilabel:`Recurrence`, products, and other information from the plan are automatically filled in. The quotation can then be modified further as needed."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:98
msgid "From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new quotation. Then, select a subscription plan in the :guilabel:`Quotation Template` field."
msgstr ""
#: ../../content/applications/sales/subscriptions/plans.rst:101
msgid "All subscription orders will appear on the :guilabel:`Subscriptions` dashboard regardless of whether they were created in the *Subscriptions* app or the *Sales* app."
msgstr ""
#: ../../content/applications/sales/subscriptions/products.rst:3