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[I18N] *: export 16.0 source terms

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closes odoo/documentation#4604

Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
This commit is contained in:
Martin Trigaux 2023-06-02 08:47:07 +00:00
parent adee414578
commit c7747268e6
4 changed files with 652 additions and 343 deletions
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218
locale/sources/finance.pot
View File

@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-05-30 12:32+0000\n"
"POT-Creation-Date: 2023-06-02 08:43+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"
@ -438,7 +438,7 @@ msgstr ""
#: ../../content/applications/finance/fiscal_localizations/mexico.rst:78
#: ../../content/applications/finance/fiscal_localizations/peru.rst:25
#: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6
#: ../../content/applications/finance/payment_providers.rst:303
#: ../../content/applications/finance/payment_providers.rst:302
#: ../../content/applications/finance/payment_providers/adyen.rst:17
#: ../../content/applications/finance/payment_providers/alipay.rst:12
#: ../../content/applications/finance/payment_providers/authorize.rst:9
@ -446,6 +446,7 @@ msgstr ""
#: ../../content/applications/finance/payment_providers/mollie.rst:8
#: ../../content/applications/finance/payment_providers/paypal.rst:122
#: ../../content/applications/finance/payment_providers/sips.rst:9
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:30
msgid "Configuration"
msgstr ""
@ -21496,138 +21497,138 @@ msgid "When selected, Odoo displays your payment information with a payment refe
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:0
msgid "SEPA Direct Debit"
msgid ":doc:`SEPA Direct Debit <../finance/accounting/payments/batch_sdd>`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:0
msgid "Your customers can sign a SEPA Direct Debit mandate online and get their bank account charged directly. :doc:`Click here <../finance/accounting/payments/batch_sdd>` for more information about this payment method."
msgid "Your customers can sign a SEPA Direct Debit mandate online and get their bank account charged directly."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:189
#: ../../content/applications/finance/payment_providers.rst:188
msgid "Additional features"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:191
#: ../../content/applications/finance/payment_providers.rst:190
msgid "Some payment providers support additional features for the payment flow. Refer to the :ref:`table above <payment_providers/online_providers>` to check if your payment provider supports these features."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:198
#: ../../content/applications/finance/payment_providers.rst:197
msgid "Tokenization"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:200
#: ../../content/applications/finance/payment_providers.rst:199
msgid "If your payment provider supports this feature, customers can choose to save their card for later. A **payment token** is created in Odoo and can be used as a payment method for subsequent payments without having to enter the card details again. This is particularly useful for the eCommerce conversion rate and for subscriptions that use recurring payments."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:205
#: ../../content/applications/finance/payment_providers.rst:204
msgid "Enable this feature by navigating to the :guilabel:`Configuration` tab from your payment provider and by ticking the :guilabel:`Allow Saving Payment Methods` checkbox."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:209
#: ../../content/applications/finance/payment_providers.rst:208
msgid "You remain fully PCI-compliant when you enable this feature because Odoo does not store the card details directly. Instead, it creates a payment token that only holds a reference to the card details stored on the payment provider's server."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:216
#: ../../content/applications/finance/payment_providers.rst:215
msgid "Manual capture"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:218
#: ../../content/applications/finance/payment_providers.rst:217
msgid "If your payment provider supports this feature, you can authorize and capture payments in two steps instead of one. When you authorize a payment, the funds are reserved on the customer's payment method but they are not immediately charged. The charge is only made when you manually capture the payment later on. You can also void the authorization to release the reserved funds; this is equivalent to a regular cancellation. Capturing payments manually can prove itself useful in many situations:"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:225
#: ../../content/applications/finance/payment_providers.rst:224
msgid "Receive the payment confirmation and wait until the order is shipped to capture the payment."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:226
#: ../../content/applications/finance/payment_providers.rst:225
msgid "Review and verify that orders are legitimate before the payment is completed and the fulfillment process starts."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:228
#: ../../content/applications/finance/payment_providers.rst:227
msgid "Avoid potentially high processing fees for cancelled payments: payment providers will not charge you for voiding an authorization."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:230
#: ../../content/applications/finance/payment_providers.rst:229
msgid "Hold a security deposit to return later, minus any deductions (e.g., after a damage)."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:232
#: ../../content/applications/finance/payment_providers.rst:231
msgid "Enable this feature by navigating to the :guilabel:`Configuration` tab from your payment provider and by ticking the :guilabel:`Capture Amount Manually` checkbox."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:235
#: ../../content/applications/finance/payment_providers.rst:234
msgid "To capture the payment after it was authorized, go to the related sales order or invoice and click on the :guilabel:`CAPTURE TRANSACTION` button. To release the funds, click on the :guilabel:`VOID TRANSACTION` button."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:240
#: ../../content/applications/finance/payment_providers.rst:239
msgid "Some payment providers support capturing only part of the authorized amount. The remaining amount can then be either captured or voided. These providers have the value **Full and partial** in the :ref:`table above <payment_providers/online_providers>`. The providers that only support capturing or voiding the full amount have the value **Full only**."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:244
#: ../../content/applications/finance/payment_providers.rst:243
msgid "The funds are likely not reserved forever. After a certain time, they may be automatically released back to the customer's payment method. Refer to your payment provider's documentation for the exact reservation duration."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:247
#: ../../content/applications/finance/payment_providers.rst:246
msgid "Odoo does not support this feature for all payment providers but some allow the manual capture from their website interface."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:253
#: ../../content/applications/finance/payment_providers.rst:252
msgid "Refunds"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:255
#: ../../content/applications/finance/payment_providers.rst:254
msgid "If your payment provider supports this feature, you can refund payments directly from Odoo. It does not need to be enabled first. To refund a customer payment, navigate to it and click on the :guilabel:`REFUND` button."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:260
#: ../../content/applications/finance/payment_providers.rst:259
msgid "Some payment providers support refunding only part of the amount. The remaining amount can then optionally be refunded too. These providers have the value **Full and partial** in the :ref:`table above <payment_providers/online_providers>`. The providers that only support refunding the full amount have the value **Full only**."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:264
#: ../../content/applications/finance/payment_providers.rst:263
msgid "Odoo does not support this feature for all payment providers but some allow to refund payments from their website interface."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:270
#: ../../content/applications/finance/payment_providers.rst:269
msgid "Express checkout"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:272
#: ../../content/applications/finance/payment_providers.rst:271
msgid "If your payment provider supports this feature, customers can use the **Google Pay** and **Apple Pay** buttons to pay their eCommerce orders in one click without filling the contact form. Using one of those buttons, customers go straight from the cart to the confirmation page, stopping by the payment form of Google or Apple to validate the payment."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:277
#: ../../content/applications/finance/payment_providers.rst:276
msgid "Enable this feature by navigating to the :guilabel:`Configuration` tab from your payment provider and by ticking the :guilabel:`Allow Express Checkout` checkbox."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:281
#: ../../content/applications/finance/payment_providers.rst:280
msgid "All prices shown in the express checkout payment form are always taxes included."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:286
#: ../../content/applications/finance/payment_providers.rst:285
msgid "Extra Fees"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:288
#: ../../content/applications/finance/payment_providers.rst:287
msgid "If supported by the payment provider, you can add **extra fees** to online transactions. Fees can be configured either as **fixed** amounts and percentages, **variable** amounts and percentages, or *both* simultaneously. These can be applied according to **domestic** or **international** geolocation."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:293
#: ../../content/applications/finance/payment_providers.rst:292
msgid "To enable fees, from the *eCommerce* or *Accounting* app, head to :menuselection:`Configuration --> Payment Providers` and select the desired supported provider. Click on the :guilabel:`Fees` tab and check the :guilabel:`Add Extra Fees` box. Configure the settings to your needs."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:298
#: ../../content/applications/finance/payment_providers.rst:297
msgid "Fees are calculated on the tax-included price."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:306
#: ../../content/applications/finance/payment_providers.rst:305
msgid "Each provider has its specific configuration flow, depending on :ref:`which feature is available <payment_providers/online_providers>`."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:312
#: ../../content/applications/finance/payment_providers.rst:311
msgid "Add a new payment provider"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:314
#: ../../content/applications/finance/payment_providers.rst:313
msgid "To add a new payment provider and make it available to your customers, go to :menuselection:`Accounting --> Configuration --> Payment Providers`, look for your payment provider, install the related module, and activate it. To do so, open the payment provider and change its state from *Disabled* to *Enabled*."
msgstr ""
@ -21635,11 +21636,11 @@ msgstr ""
msgid "Click on install, then on activate to make the payment provider available on Odoo."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:324
#: ../../content/applications/finance/payment_providers.rst:323
msgid "We recommend using the *Test Mode* on a duplicated database or a test database. The Test Mode is meant to be used with your test/sandbox credentials, but Odoo generates Sales Orders and Invoices as usual. It isn't always possible to cancel an invoice, and this could create some issues with your invoices numbering if you were to test your payment providers on your main database."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:332
#: ../../content/applications/finance/payment_providers.rst:331
#: ../../content/applications/finance/payment_providers/adyen.rst:23
#: ../../content/applications/finance/payment_providers/alipay.rst:18
#: ../../content/applications/finance/payment_providers/authorize.rst:15
@ -21650,89 +21651,89 @@ msgstr ""
msgid "Credentials tab"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:334
#: ../../content/applications/finance/payment_providers.rst:333
msgid "If not done yet, go to the online payment provider website, create an account, and make sure to have the credentials required for third-party use. Odoo requires these credentials to communicate with the payment provider."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:338
#: ../../content/applications/finance/payment_providers.rst:337
msgid "The form in this section is specific to the payment provider you are configuring. Please refer to the related documentation for more information."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:344
#: ../../content/applications/finance/payment_providers.rst:343
#: ../../content/applications/finance/payment_providers/authorize.rst:40
#: ../../content/applications/finance/payment_providers/stripe.rst:119
msgid "Configuration tab"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:346
#: ../../content/applications/finance/payment_providers.rst:345
msgid "You can change the payment provider's front-end appearance by modifying its name under the **Displayed as** field and which credit card icons to display under the **Supported Payment Icons** field."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:353
#: ../../content/applications/finance/payment_providers.rst:352
msgid "Countries"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:355
#: ../../content/applications/finance/payment_providers.rst:354
msgid "Restrict the use of the payment provider to a selection of countries. Leave this field blank to make the payment provider available in all countries."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:361
#: ../../content/applications/finance/payment_providers.rst:358
msgid "Maximum Amount"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:363
#: ../../content/applications/finance/payment_providers.rst:360
msgid "Restrict the maximum amount that can be paid with the selected provider. Leave this field to `0.00` to make the payment provider available regardless of the payment amount."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:367
#: ../../content/applications/finance/payment_providers.rst:364
msgid "This feature is not intended to work on pages which allow the customer to update the payment amount. For example, the **Donation** snippet of the Website app, and the **Checkout** page of the **eCommerce** app when paid delivery methods are enabled."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:372
#: ../../content/applications/finance/payment_providers.rst:371
msgid "Payment journal"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:374
#: ../../content/applications/finance/payment_providers.rst:373
msgid "The **Payment journal** selected for your payment provider must be a *Bank* journal."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:379
#: ../../content/applications/finance/payment_providers.rst:378
msgid "Publish on the website"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:381
#: ../../content/applications/finance/payment_providers.rst:380
msgid "By default, payment providers are *unpublished*, which means that only internal users can see them on the website. Your customers cannot make payments through an unpublished provider but they can still manage :dfn:`(delete and assign to a subscription)` their already existing tokens linked to such an provider. This conveniently allows you to test an provider while preventing making payments and registering new tokens."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:387
#: ../../content/applications/finance/payment_providers.rst:386
msgid "Click on the :guilabel:`Publish` button located in the top right corner of the provider's form to publish it on the website and make it available to your customers. Click on the :guilabel:`Unpublish` button to unpublish it."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:392
#: ../../content/applications/finance/payment_providers.rst:391
msgid "Payment providers are automatically published and unpublished when you respectively change their state to `enabled` and `test`."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:398
#: ../../content/applications/finance/payment_providers.rst:397
msgid "Accounting perspective"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:400
#: ../../content/applications/finance/payment_providers.rst:399
msgid "The **Bank Payments** that go directly to one of your bank accounts follow their usual reconciliation workflows. However, payments recorded with **Online Payment Providers** require you to consider how you want to record your payments' journal entries. We recommend you to ask your accountant for advice."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:405
#: ../../content/applications/finance/payment_providers.rst:404
msgid "You need to select a *Payment Journal* on your provider configuration to record the payments, on a **Outstanding Account**. The Journal's **type** must be *Bank Journal*."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:408
#: ../../content/applications/finance/payment_providers.rst:407
msgid "You can use a single journal for many payment methods. And for each payment method, you can either:"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:410
#: ../../content/applications/finance/payment_providers.rst:409
msgid "Define an **Accounting Account** to separate these payments from another payment method."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:411
#: ../../content/applications/finance/payment_providers.rst:410
msgid "Leave blank to fallback on the default account, which you can see or change in the settings."
msgstr ""
@ -21740,67 +21741,67 @@ msgstr ""
msgid "A bank journal in the \"Incoming Payments Tab\"."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:417
#: ../../content/applications/finance/payment_providers.rst:416
msgid "You can have the same bank account for the whole company, or for some journals only, or a single payment method... What best suit your needs."
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:421
#: ../../content/applications/finance/payment_providers.rst:420
msgid ":doc:`payment_providers/wire_transfer`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:422
#: ../../content/applications/finance/payment_providers.rst:421
msgid ":doc:`payment_providers/adyen`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:423
#: ../../content/applications/finance/payment_providers.rst:422
msgid ":doc:`payment_providers/alipay`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:424
#: ../../content/applications/finance/payment_providers.rst:423
msgid ":doc:`payment_providers/authorize`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:425
#: ../../content/applications/finance/payment_providers.rst:424
msgid ":doc:`payment_providers/asiapay`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:426
#: ../../content/applications/finance/payment_providers.rst:425
msgid ":doc:`payment_providers/buckaroo`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:427
#: ../../content/applications/finance/payment_providers.rst:426
msgid ":doc:`payment_providers/demo`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:428
#: ../../content/applications/finance/payment_providers.rst:427
msgid ":doc:`payment_providers/mercado_pago`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:429
#: ../../content/applications/finance/payment_providers.rst:428
msgid ":doc:`payment_providers/mollie`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:430
#: ../../content/applications/finance/payment_providers.rst:429
msgid ":doc:`payment_providers/ogone`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:431
#: ../../content/applications/finance/payment_providers.rst:430
msgid ":doc:`payment_providers/paypal`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:432
#: ../../content/applications/finance/payment_providers.rst:431
msgid ":doc:`payment_providers/razorpay`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:433
#: ../../content/applications/finance/payment_providers.rst:432
msgid ":doc:`payment_providers/sips`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:434
#: ../../content/applications/finance/payment_providers.rst:433
msgid ":doc:`payment_providers/stripe`"
msgstr ""
#: ../../content/applications/finance/payment_providers.rst:435
#: ../../content/applications/finance/payment_providers.rst:434
msgid ":doc:`../websites/ecommerce/checkout_payment_shipping/payments`"
msgstr ""
@ -21839,7 +21840,6 @@ msgstr ""
#: ../../content/applications/finance/payment_providers/razorpay.rst:46
#: ../../content/applications/finance/payment_providers/sips.rst:32
#: ../../content/applications/finance/payment_providers/stripe.rst:142
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:39
msgid ":doc:`../payment_providers`"
msgstr ""
@ -23055,39 +23055,75 @@ msgid "This operation must be repeated whenever your web domain changes."
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:3
msgid "How to get paid with wire transfers"
msgid "Wire transfers"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:5
msgid "**Wire Transfer** is the default payment method available. The aim is providing your customers with your bank details so they can pay on their own. This is very easy to start with but slow and inefficient process-wise. Opt for payment providers as soon as you can!"
msgid "The **Wire transfer** payment method allows you to provide payment instructions to your customers, such as the bank details and communication. They are displayed:"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:10
msgid "How to provide customers with payment instructions"
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:8
msgid "at the end of the checkout process, once the customer has selected :guilabel:`Wire transfer` as a payment method and clicked the :guilabel:`Pay now` button:"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:12
msgid "Put your payment instructions in the **Thanks Message** of your payment method."
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:0
msgid "Payment instructions at checkout"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:17
msgid "They will appear to the customers when they place an order."
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:14
msgid "on the customer portal:"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:23
msgid "How to manage an order once you get paid"
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:0
msgid "Payment instructions on the customer portal"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:25
msgid "Whenever a customer pays by wire transfer, the order stays in an intermediary stage **Quotation Sent** (i.e. unpaid order). When you get paid, you confirm the order manually to launch the delivery."
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:20
msgid "While this method is very accessible and requires minimal setup, it is very inefficient process-wise. We recommend setting up a :doc:`payment provider <../payment_providers>` instead."
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:30
msgid "How to create other manual payment methods"
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:22
msgid "Online orders remain in the :guilabel:`Quotation sent` (i.e., unpaid order) stage until you receive the payment and :guilabel:`Confirm` the order."
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:26
msgid "**Wire transfer** can be used as a template for other payment methods that are processed manually, such as checks, by renaming or duplicating it."
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:32
msgid "If you manage a B2B business, you can create other manually-processed payment methods like paying by check. To do so, just rename *Wire Transfer* or duplicate it."
msgid "To configure **Wire Transfer**, go to :menuselection:`Accounting / Website --> Configuration --> Payment Providers`, and open the :guilabel:`Wire Transfer` card. Then, in the :guilabel:`Configuration` tab:"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:36
msgid "Select the :guilabel:`Communication` to be used;"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:38
msgid ":guilabel:`Based on Document Reference`: sales order or invoice number"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:39
msgid ":guilabel:`Based on Customer ID`: customer identifier"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:41
msgid "Tick the :guilabel:`Enable QR codes` check box to activate :doc:`QR code payments <../accounting/customer_invoices/epc_qr_code>`."
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:44
msgid "Define the payment instructions in the :guilabel:`Messages` tab:"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:-1
msgid "Define payment instructions"
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:49
msgid "If you have already defined :doc:`a bank account <../accounting/bank>`, the account number will be automatically added to the default message generated by Odoo."
msgstr ""
#: ../../content/applications/finance/payment_providers/wire_transfer.rst:53
msgid ":ref:`payment_providers/journal`"
msgstr ""
#: ../../content/applications/finance/sign.rst:3

30
locale/sources/inventory_and_mrp.pot
View File

@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-05-30 12:32+0000\n"
"POT-Creation-Date: 2023-06-02 08:43+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"
@ -1098,7 +1098,7 @@ msgid "Manage serial numbers for shipping and receiving"
msgstr ""
#: ../../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."
msgid "Serial numbers can be assigned for both **incoming** and **outgoing** goods. For incoming goods, serial numbers are assigned directly on the purchase order form. For outgoing goods, serial numbers are assigned directly on the sales order form."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers/serial_numbers.rst:100
@ -2426,38 +2426,42 @@ msgid ":doc:`Using the inventory valuation </applications/inventory_and_mrp/inve
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93
msgid "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing Method`, the numerical value in the :guilabel:`Cost` field for products in the respective product category will no longer be editable, and will appear grayed out. The :guilabel:`Cost` amount will instead automatically update based on the average purchase price both of inventory on hand and the costs accumulated from validated purchase orders."
msgid "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing Method`, changing the numerical value in the :guilabel:`Cost` field for products in the respective product category creates a new record in the *Inventory Valuation* report to adjust the value of the product. The :guilabel:`Cost` amount will then automatically update based on the average purchase price both of inventory on hand and the costs accumulated from validated purchase orders."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99
msgid "On the same screen, the :guilabel:`Account Stock Properties` fields will appear, as they are now required fields given the change to automated inventory valuation. These accounts are defined as follows:"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:103
msgid ":guilabel:`Stock Valuation Account`: when automated inventory valuation is enabled on a product, this account will hold the current value of the products."
msgid "When the :guilabel:`Costing Method` is changed, products already in stock that were using the :guilabel:`Standard` costing method **do not** change value; rather, the existing units keep their value, and any product moves from then on affect the average cost, and the cost of the product will change. If the value in the :guilabel:`Cost` field on a product form is changed manually, Odoo will generate a corresponding record in the *Inventory Valuation* report."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105
msgid ":guilabel:`Stock Input Account`: counterpart journal items for all incoming stock moves will be posted in this account, unless there is a specific valuation account set on the source location. This is the default value for all products in a given category, and can also be set directly on each product."
msgid "On the same screen, the :guilabel:`Account Stock Properties` fields will appear, as they are now required fields given the change to automated inventory valuation. These accounts are defined as follows:"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109
msgid ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing stock moves will be posted in this account, unless there is a specific valuation account set on the destination location. This is the default value for all products in a given category, and can also be set directly on each product."
msgid ":guilabel:`Stock Valuation Account`: when automated inventory valuation is enabled on a product, this account will hold the current value of the products."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111
msgid ":guilabel:`Stock Input Account`: counterpart journal items for all incoming stock moves will be posted in this account, unless there is a specific valuation account set on the source location. This is the default value for all products in a given category, and can also be set directly on each product."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115
msgid ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing stock moves will be posted in this account, unless there is a specific valuation account set on the destination location. This is the default value for all products in a given category, and can also be set directly on each product."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121
msgid "Access reporting data generated by inventory valuation"
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:117
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123
msgid "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`. At the top of the dashboard, change the :guilabel:`As of` field value to :guilabel:`Today`, and adjust the filtering :guilabel:`Options` to :guilabel:`Unfold All` in order to see all of the latest data displayed, all at once."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:122
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128
msgid "Under the parent :guilabel:`Current Assets` line item, look for the nested :guilabel:`Stock Valuation Account` line item, where the total valuation of all of the inventory on hand is displayed."
msgstr ""
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126
#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132
msgid "Access more specific information with the :guilabel:`Stock Valuation Account` drop-down menu, by selecting either the :guilabel:`General Ledger` to see an itemized view of all of the journal entries, or by selecting :guilabel:`Journal Items` to review all of the individualized journal entries that were submitted to the account. As well, annotations to the :guilabel:`Balance Sheet` can be added by choosing :guilabel:`Annotate`, filling in the text box, and clicking :guilabel:`Save`."
msgstr ""

224
locale/sources/productivity.pot
View File

@ -8,7 +8,7 @@ msgid ""
msgstr ""
"Project-Id-Version: Odoo 16.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-05-30 12:32+0000\n"
"POT-Creation-Date: 2023-06-02 08:43+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"
@ -1078,6 +1078,7 @@ msgid "Ensure that the server is configured."
msgstr ""
#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:94
#: ../../content/applications/productivity/iot/config/windows_iot.rst:99
msgid ":doc:`/applications/productivity/iot/config/connect`"
msgstr ""
@ -1337,6 +1338,7 @@ msgid "Set up is done, you can launch a new PoS Session."
msgstr ""
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:3
#: ../../content/applications/productivity/iot/config/windows_iot.rst:105
msgid "Troubleshooting"
msgstr ""
@ -1476,6 +1478,226 @@ msgstr ""
msgid "The cashdrawer should be connected to the printer and the *Cashdrawer* checkbox should be ticked in the POS configuration."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:3
msgid "Connect Windows IoT Odoo"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:5
msgid "A Virtual IoT box is a computer program that needs to be downloaded and installed on a Windows computer. This requires a Windows operating system with an Odoo 16 or later database."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:8
msgid "The Windows virtual :abbr:`IoT (Internet of Things)` box works the same way as a physical :abbr:`IoT (Internet of Things)` box, with the ability to run most of the same devices. All :abbr:`POS (Point of Sale)` devices work with it, such as a scale or printer. Payment terminals will also work, but it should be noted that :abbr:`MRP (Material Requirement Planning)` devices are not compatible. *These include cameras or measurement tools.*"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:15
msgid "Pre-requisites"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:17
msgid "The following items will be needed to complete the Windows :abbr:`IoT (Internet of Things)` installation."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:20
msgid "Odoo 16 database or any version above."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:21
msgid ":abbr:`IoT (Internet of Things)` compatible devices (except those mentioned above). Refer to: `Odoo's compatible IoT devices <https://www.odoo.com/app/iot-hardware>`_."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:23
msgid "Device drivers for Windows."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:26
msgid "Odoo recommends using an updated, recent version of Windows (Windows 10/11) as some older operating systems can cause the Windows virtual :abbr:`IoT (Internet of Things)` to not work."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:29
msgid "Windows computer (laptop, desktop, or server)."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:30
msgid "Odoo :abbr:`IoT (Internet of Things)` subscription. Refer to: :ref:`iot/iot-eligibility`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:33
msgid "Connect the Windows virtual Iot box to an Odoo database"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:35
msgid "The Windows virtual IoT box is simple to setup in just a few easy steps. Follow this process when installing the Windows virtual IoT software for the first time."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:39
msgid "Download and initial installation"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:41
msgid "To begin the installation, navigate to the Odoo 16 or higher installation package for Enterprise or Community - Windows edition at `Odoo's download page <https://odoo.com/download>`_. Next, install and setup the Odoo :file:`.exe` file. After the instructions screen, click :guilabel:`Next` to start the installation and agree to the :abbr:`TOS (Terms of Service)`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:46
msgid "During the next step of the installation, select :guilabel:`Odoo IoT` from the :guilabel:`Select the type of install` dropdown."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:50
msgid "For reference, the following should be installed:"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:52
msgid "**Odoo server**"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:53
msgid "**Odoo IoT**"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:54
msgid "**Nginx WebServer**"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:55
msgid "**Ghostscript interpreter**"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:57
msgid "Ensure there is enough space on the computer for the installation and click :guilabel:`Next`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:60
msgid "Setting the destination and completing the installation"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:62
msgid "To complete the installation, select the :guilabel:`Destination Folder` and click :guilabel:`Install`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:66
msgid "Choosing ``C:\\odoo`` as the install location will allow for the Nginx server to start. If the folder doesn't exist, then create it. Otherwise the installation files will be spread throughout the hard drive."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:71
msgid "Odoo's Windows virtual IoT software shouldn't be installed inside any of the Window's User's directories. Doing so won't allow for Nginx to initialize."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:74
msgid "The installation may take a few minutes. When complete, click :guilabel:`Next` to continue."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:76
msgid "Ensure that the :guilabel:`Start Odoo` box is checked and click :guilabel:`Finish`. After installation, the Odoo server will run and automatically open `http://localhost:8069` on your web browser. The webpage should display the :abbr:`IoT (Internet of Things)` box homepage."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:81
msgid "A restart of the Windows IoT program may be necessary should the web browser not display anything. :ref:`iot/restart_windows_iot`"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:85
msgid "Connecting devices"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:87
msgid "Next, connect the :abbr:`IoT (Internet of Things)` devices to the Windows computer. Windows should automatically detect the device because the driver is pre-installed on the computer. If not, search for and install the Windows driver for the device."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:91
msgid "Following connecting devices to the computer, refresh the :abbr:`IoT (Internet of Things)` box homepage and verify the device is seen. If not, reload the handlers through the :abbr:`IoT (Internet of Things)` box homepage."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:95
msgid "Finally, connect Windows :abbr:`IoT (Internet of Things)` to a database using existing instructions (manually using the Token)."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:101
msgid "Now the installation is complete, the devices connected to :abbr:`IoT (Internet of Things)` can be used to complete processes/actions."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:110
msgid "Restart Windows IoT box"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:112
msgid "In some instances a manual restart of the physical :abbr:`IoT (Internet of Things)` box can resolve the issue of an :abbr:`IoT (Internet of Things)` box not showing up on the database. For the Windows virtual :abbr:`IoT (Internet of Things)` box a manual restart of the Odoo server can resolve database connection issues."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:117
msgid "To restart the virtual Windows IoT server:"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:119
msgid "Type `Services` into the Windows :guilabel:`Search Bar`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:120
msgid "Select the :menuselection:`Services` App and scroll down to the :guilabel:`Odoo` service."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:121
msgid "Right click on :guilabel:`Odoo` and select :guilabel:`Start` or :guilabel:`Restart`. This action will manually restart the Odoo IoT server."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:125
msgid "Firewalls"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:127
msgid "Firewalls keep devices safe and secure. Sometimes they can block connections that should be made though. The Windows virtual :abbr:`IoT (Internet of Things)` box software may not be reachable to the :abbr:`LAN (Local Area Network)` due to a firewall preventing the connection. Consult your local IT support team to make exceptions (network discovery) in the :abbr:`OS (Operating System)` or firewall program. Windows has their own firewall as do other virus protection programs."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:134
msgid "A client might encounter a time when they are able to reach the homepage of the :abbr:`IoT (Internet of Things)` box, yet they cannot access it from another computer/mobile device/tablet on the same network."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:139
msgid "Making an exception on Windows Defender"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:141
msgid "It's possible to allow other devices to access the Windows virtual :abbr:`IoT (Internet of Things)` box while keeping the firewall on. This is done by creating a rule on *Windows Defender* and allowing communication through port `8069`. The following process describes the steps to take in order to make this exception."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:147
msgid "Create a rule in Windows Defender"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:149
msgid "First, open the *Windows Firewall* by navigating to the :menuselection:`Start Menu` and typing in `Firewall`. Then, open the :menuselection:`Windows Defender Firewall` program. In the left-hand menu, navigate to :guilabel:`Advanced Settings`."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:153
msgid "Once :guilabel:`Advanced Settings` have been selected, click :guilabel:`Inbound Rules` in the left-hand menu. Then, in the right-hand menu column (under :guilabel:`Inbound Rules`), click on :guilabel:`New Rule` to create a new rule."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:158
msgid "Configure new rule"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:160
msgid "On the :menuselection:`Rule Type` screen, select :guilabel:`Port`. Then click :guilabel:`Next`. From the :menuselection:`Protocol and Ports` page leave the rule application to :guilabel:`TCP`. Then, select :guilabel:`Specific Local Ports` for the :guilabel:`ports` option. In the text box, type in `8069`. Finally click :guilabel:`Next` to continue to the next step."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:165
msgid "On the :menuselection:`Actions` page, select :guilabel:`Allow the connection` and click :guilabel:`Next`. The following page on the :menuselection:`Rule Configuration` wizard is the :guilabel:`Profile` page. On this page, select whichever connection type applies to the network the Windows machine is operating on. Ideally, select :guilabel:`Private` only connections. The *Private* connection type is the most secure connection while allowing the selected port to communicate. Click :guilabel:`Next` to continue."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:172
msgid "Finally, assign a new, unique name to the rule. For example, this name can be `Odoo`. Optionally, add a brief description in the :guilabel:`Description` field. Click :guilabel:`Finish` to complete the :guilabel:`Rule Configuration` wizard. Now, the new rule is active and devices can connect to the Windows virtual :abbr:`IoT (Internet of Things)` box."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:178
msgid "Uninstalling Windows IoT"
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:180
msgid "Uninstalling the Windows virtual :abbr:`IoT (Internet of Things)` box is done through the Windows program manager. Using any Windows version, search for `program`. Then, select :guilabel:`Add or Remove Programs` located in the control panel. Search for `Odoo` and click the :guilabel:`three dot menu` to uninstall."
msgstr ""
#: ../../content/applications/productivity/iot/config/windows_iot.rst:185
msgid "Confirm the un-installation and follow the steps to uninstall through the Odoo uninstall guide."
msgstr ""
#: ../../content/applications/productivity/iot/devices.rst:5
msgid "Devices"
msgstr ""

523
locale/sources/services.pot
View File

@ -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: 2023-06-02 08:43+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"
@ -45,7 +45,6 @@ msgid ":doc:`../../inventory_and_mrp/inventory`"
msgstr ""
#: ../../content/applications/services/field_service/default_warehouse.rst:16
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:13
#: ../../content/applications/services/project/project_management.rst:17
msgid "Configuration"
msgstr ""
@ -594,6 +593,290 @@ msgstr ""
msgid "Customers with access to the portal will be able to view their tickets under :menuselection:`My Account --> Tickets`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3
msgid "Track and bill time"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5
msgid "Odoo *Helpdesk* provides teams with the ability to track the amount of hours spent working on a ticket, and to bill a customer for that time. Through integrations with the *Sales*, *Timesheets* and *Accounting* applications, customers can be charged once the work is completed, or before it has even begun."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11
msgid "Since the *Track & Bill Time* features require integration with other applications, enabling them may result in the installation of additional modules (or applications)."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14
msgid "Installing a new application on a *One-App-Free* database triggers a 15-day trial. At the end of the trial, if a paid subscription has not been added to the database, it will no longer be active or accessible."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:19
msgid "Configure track and bill time features"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
msgid "Before a customer can be invoiced for support services, the *Track & Bill Time* features must first be enabled. These features must be enabled on each *Helpdesk* team where they will be utilized."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25
msgid "Enable track and bill time on a helpdesk team"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
msgid "To view and enable the :guilabel:`Track & Bill Time` features on a *Helpdesk* team, first navigate to :menuselection:`Helpdesk --> Configuration --> Teams`. Then select a team from the list or :doc:`create a new one </applications/services/helpdesk/overview/getting_started>`. This will reveal a team's settings page."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:32
msgid "On the team's settings page, scroll to the :guilabel:`Track & Bill Time` section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time Billing`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:35
msgid "Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled :guilabel:`Project`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:37
msgid "The project selected in this field is where all the timesheets for this team's tickets will be recorded. Click into the drop-down menu to select a :guilabel:`Project`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:40
msgid "To create a new project where the timesheets will be recorded, click into the drop-down menu, type a name for the project, and then click :guilabel:`Create`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of a helpdesk team settings page emphasizing the track and bill time settings."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:50
msgid "Configure service products"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:52
msgid "When the :guilabel:`Time Billing` feature is enabled, a new product is created in the *Sales* app called :guilabel:`Service on Timesheets`. This product can be found under :menuselection:`Sales --> Products --> Products`. Search for `Service on Timesheets` in the :guilabel:`Search...` bar. This is the product that will be used when invoicing for *post-paid support services* after they have been completed."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:58
msgid "Select :guilabel:`Service on Timesheets` from the product page. This reveals the product detail form. The product is configured with the :guilabel:`Product Type` set to :guilabel:`Service` and the :guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of a service product with the invoicing policy set to 'Based on timesheets'."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:66
msgid "In order to invoice for support services before the work has been completed (also known as *prepaid support services*), a separate product with a different invoicing policy must be created."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:69
msgid "To create a new service product, go to :menuselection:`Sales --> Products --> Products` and click :guilabel:`New`. This will reveal a blank product detail form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:72
msgid "On the new product form, add a :guilabel:`Product Name`, and set the :guilabel:`Product Type` to :guilabel:`Service`. Then, set the :guilabel:`Invoicing Policy` to :guilabel:`Prepaid/Fixed Price`. This means an invoice can be generated and payment can be received for this product before any timesheets entries have been recorded for these services."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of a service product with the invoicing policy set to 'prepaid/fixed'."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:81
msgid "Finally, set the :guilabel:`Sales Price`, and confirm that the :guilabel:`Unit of Measure` is set to :guilabel:`Hours`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:85
msgid "Invoice prepaid support services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:87
msgid "When support services are billed on a fixed price, an invoice can be created before any work is completed on the issue. In this case, a service product with the invoicing policy set to :guilabel:`Prepaid/Fixed Price` would be used, just like :ref:`the section above <helpdesk/advanced/configure-service-products>`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:93
msgid "Create a sales order with prepaid product"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:95
msgid "To invoice a customer for prepaid support services, first create a sales order (SO) with the support services product. To do this, go to :menuselection:`Sales --> Orders --> Quotations --> New`, which reveals a blank quotation form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:99
msgid "Then, fill out the quotation form with the customer information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:101
msgid "Go to the :guilabel:`Order Lines` tab of the quotation and click :guilabel:`Add a Product`. Then, select the *prepaid services product* configured in the steps above. Update the :guilabel:`Quantity` field with the number of hours."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:105
msgid "After updating any other necessary information, :guilabel:`Confirm` the quotation. This converts the quotation into an :abbr:`SO (sales order)`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:109
msgid "Create and send an invoice for prepaid services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:111
msgid "Once the :abbr:`SO (sales order)` has been confirmed, click the :guilabel:`Create Invoice` button. This will open a :guilabel:`Create Invoices` pop-up window."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:114
msgid "If no down payment will be collected, the :guilabel:`Create Invoice` type can remain as :guilabel:`Regular Invoice`. If a down payment will be collected, choose between either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:118
msgid "When the necessary information has been entered, click :guilabel:`Create Draft Invoice`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:120
msgid "The invoice can then be sent to the customer for payment."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:123
msgid "Create helpdesk ticket for prepaid services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:125
msgid "To create a *Helpdesk* ticket for prepaid services, navigate to :menuselection:`Helpdesk` and click the :guilabel:`Tickets` button to reveal a specific team's pipeline. Click :guilabel:`New` to create a new ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:129
msgid "On the blank ticket form, create a ticket :guilabel:`Title`, and enter the :guilabel:`Customer` information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:132
msgid "When the customer name is added, the :guilabel:`Sales Order Item` field will automatically populate with the most recent prepaid sales order item that has time remaining."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:136
msgid "Track hours on helpdesk ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:138
msgid "Time spent working on a *Helpdesk* ticket is tracked on the *Timesheets* tab on the specific ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:140
msgid "On the ticket detail form, click on the :guilabel:`Timesheets` tab and click :guilabel:`Add a line`. Choose an :guilabel:`Employee`, add a :guilabel:`Description` of the task, and enter the number of :guilabel:`Hours Spent`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:144
msgid "As new lines are added to :guilabel:`Timesheets` tab, the :guilabel:`Remaining Hours on SO` field is automatically updated."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of the timesheets tab on a ticket with an emphasis on the remaining hours on an SO."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:152
msgid "If the number of hours on the :guilabel:`Timesheets` tab exceeds the number of hours sold, the :guilabel:`Remaining Hours of SO` will turn red."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:155
msgid "As hours are added to the :guilabel:`Timesheets` tab, they are automatically updated in the :guilabel:`Delivered` field on the :abbr:`SO (sales order)`, as well."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:159
msgid "Invoice post-paid support services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:161
msgid "When support services are billed based on the amount of time spent on an issue, an invoice cannot be created before the total number of hours required to solve the problem have been entered on a timesheet. In this case, a service product with the invoicing policy set to :guilabel:`Based on Timesheets` would be used, like the one created above."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:167
msgid "Create a sales order with a time-tracked product"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:169
msgid "To invoice a customer for post-paid support services, first create a sales order (SO) with the *support services product*. To do this, go to :menuselection:`Sales --> Orders --> Quotations --> New`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:173
msgid "Fill out the quotation with the customer information."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:175
msgid "On the :guilabel:`Order Lines` tab, click :guilabel:`Add a Product`. Select the post-paid services product configured in the steps above. After updating any other necessary information, :guilabel:`Confirm` the quotation."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:180
msgid "Unlike with the prepaid services quotation, Odoo will not allow an invoice to be created at this time. That is because no services have been performed; in other words nothing has been delivered, therefore, there is nothing to invoice."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:185
msgid "Create a helpdesk ticket for time-tracked services"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:187
msgid "To record a *Timesheet* entry for time-tracker services, go to :menuselection:`Helpdesk` and select the appropriate team for which these services apply."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:190
msgid "If there is already an existing ticket for this issue, select it from the kanban view. This will open the ticket details form. If there is no existing ticket for this customer issue, click :guilabel:`New` to create a new ticket and enter the necessary customer information on the blank ticket details form."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:195
msgid "After selecting or creating a ticket, go to the :guilabel:`Sales Order Line` drop-down menu. Select the :abbr:`SO (sales order)` created in the previous step."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:199
msgid "Track support hours on a ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:201
msgid "In order to create an invoice for a product based on timesheets, hours need to be tracked and recorded. At this point, the service is considered *delivered*. To record hours for this support service, click on the :guilabel:`Timesheets` tab of the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:205
msgid "Click :guilabel:`Add a Line` to record a new entry. Select an :guilabel:`Employee` from the drop-down menu, and record the time spent in the :guilabel:`Hours Spent` column."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:208
msgid "Repeat these steps as needed until all time spent on the issues has been recorded."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of the timesheets tab on a helpdesk ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:215
msgid "Create an invoice for hours tracked on a ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:217
msgid "After the customer's issue has been solved, and it is determined no new timesheet entries will be made, an invoice can be created, and the customer can be billed."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:220
msgid "To do this, return to the :abbr:`SO (sales order)` by clicking on the :guilabel:`Sales Order` smart button at the top of the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:223
msgid "Before creating the invoice, confirm that the number in the :guilabel:`Delivered` column matches the total number of :guilabel:`Hours Spent` listed in the :guilabel:`Timesheets` tab on the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of a sales order with emphasis on the delivered column."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:230
msgid "Then, click :guilabel:`Create Invoice`. This will open a :guilabel:`Create Invoices` pop-up window. If no down payment will be collected, the :guilabel:`Create Invoice` type can remain as :guilabel:`Regular Invoice`. If a down payment will be collected, choose between either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment (fixed amount)`."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:236
msgid "Use the :guilabel:`Timesheets Period` field if this invoice should only include timesheets from a certain time period. If this field is left blank, *all* applicable timesheets that have not yet been invoiced will be included."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:-1
msgid "View of create invoices pop up showing timesheets period fields."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:244
msgid "When the necessary information has been entered, click :guilabel:`Create Invoice`. The invoice can then be sent to the customer for payment."
msgstr ""
#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:248
msgid ":doc:`/applications/inventory_and_mrp/inventory/management/products/uom`"
msgstr ""
#: ../../content/applications/services/helpdesk/overview.rst:5
#: ../../content/applications/services/timesheets/overview.rst:5
msgid "Overview"
@ -613,7 +896,6 @@ msgstr ""
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:14
#: ../../content/applications/services/helpdesk/overview/forum_and_elearning.rst:52
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:11
msgid "Set up"
msgstr ""
@ -1867,241 +2149,6 @@ msgstr ""
msgid ":doc:`Allow customers to close their tickets </applications/services/helpdesk/advanced/close_tickets>`"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice.rst:5
msgid "Timesheet and Invoice"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:3
msgid "Invoice Time Spent on Tickets (Prepaid Support Services)"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:5
msgid "Have the option to work with prepaid support services, meaning that a sales order and a corresponding invoice are issued and, once the service is done, you can deduct the time spent. Odoo allows it to happen because the applications are fully integrated, resulting in faster responses to your customer needs."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:14
msgid "Step 1: Set up a helpdesk team"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:17
msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, create or edit an existing team, and enable *Timesheet on Ticket* and *Time Reinvoicing*."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:20
msgid "Select or create a project under *Timesheet on Ticket*. The selected/created is the one at which employees timesheet on by default. However, it can be ultimately modified on each ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
msgid "View of a helpdesk team settings page emphasizing the timesheet on ticket and time\n"
"reinvoicing features in Odoo Helpdesk"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:28
msgid "Step 2: Set up a service"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:31
msgid "Go to :menuselection:`Sales --> Configuration --> Settings` and enable *Units of Measure* to optionally be able to choose *hours* (for example) as the unit of measure of your service."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:33
msgid "Then, go to :menuselection:`Sales --> Products --> Products`, create or edit an existing one, and set its *Product Type* as *Service*."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
msgid "View of a product's form emphasizing the product type and unit of measure fields in Odoo\n"
"Sales"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:40
msgid "Now, select the invoicing management you would like to have under the *Sales* tab. We recommend the following configuration:"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
msgid "View of a product form and the invoicing options under the tab sales in Odoo Sales"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:47
msgid "This configuration ensures that the customer is invoiced by the number of hours predicted in the sales order, meaning that less or extra hours recorded are not taken into account. It also ensures that every time a sales order is confirmed, a new task is created under the right project, automating the process."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:53
msgid "We recommend setting up a specific project, as it was done for this flow example. The important thing to remember is that the sales order item needs to be set on the corresponding project or task, in order to reinvoice the time spent on a ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:58
msgid "Prevision an invoice and record time"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:61
msgid "Step 1: Place an order"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:63
msgid "Go to :menuselection:`Sales --> Orders --> Orders` and create one for the helpdesk service product you have previously set up, with the customer who needs the ticket to be opened. Set the number of hours needed to assist the customer and *Confirm* the order."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
msgid "View of a sales order emphasizing the order lines in Odoo Sales"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:72
msgid "Step 2: Invoice the customer"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:74
msgid "In *Sales*, select the respective sales order to *Create Invoice*."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
msgid "View of a sales order emphasizing the create invoice button in Odoo Sales"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:82
msgid "Step 3: Link the task to the ticket"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:84
msgid "Now, in *Helpdesk*, create or edit the respective ticket and link it to the task created by the confirmation of the sales order."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
msgid "View of a helpdesk ticket emphasizing the field task in Odoo Helpdesk"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:92
msgid "Step 4: Record the time spent"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:94
msgid "Still on the respective helpdesk ticket, record the hours performed under the *Timesheets* tab."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
msgid "View of a helpdesk ticket emphasizing the timesheets tab in Odoo Helpdesk"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:100
msgid "Note that the hours recorded on the ticket form are shown on the *Delivered* column in the sales order."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:-1
msgid "View of a sales order emphasizing the delivered column in Odoo Sales"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:108
msgid "Hours recorded on the ticket are automatically shown in *Timesheets* and on the dedicated task."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:111
msgid ":doc:`reinvoice_from_project`"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:112
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:104
msgid ":doc:`/applications/inventory_and_mrp/inventory/management/products/uom`"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:3
msgid "Invoice Time Spent on Tickets (Postpaid Support Services)"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:5
msgid "The :guilabel:`Timesheets` integration provides more control and transparency over how clients are charged, and what they're specifically billed for."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:8
msgid "In Odoo, the Helpdesk agent can use the ticket to record timesheets. Once a ticket is solved, the client can be billed for the time spent on the ticket. Odoo will pull from the ticket's timesheet to accurately bill the client."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:15
msgid "To turn on the :guilabel:`Timesheets` feature, go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams`, select a Helpdesk team, and then, click :guilabel:`Edit`. Next, enable the options :guilabel:`Timesheets` and :guilabel:`Time Billing`. Then, click :guilabel:`Save` to apply these changes to the Helpdesk team settings."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:20
msgid "Once the :guilabel:`Timesheets` feature is enabled, a :guilabel:`Project` drop-down option will appear below :guilabel:`Timesheets`. The :guilabel:`Project` drop-down option will automatically be set to a project that Odoo created for the Helpdesk team. The tickets' timesheets will be stored in the selected project."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:26
msgid "Create a sales order"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:28
msgid "After a ticket comes into the pipeline, go to :menuselection:`Sales --> Create`. Then, add the customer from the ticket to the :guilabel:`Customer` field in the new quotation. In the :guilabel:`Order Lines` tab, create or select a product to charge the customer for the time spent on their Helpdesk ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:33
msgid "If creating a new product from the sales order form, first give the product a name by typing it in the :guilabel:`Product` column. Then, click :guilabel:`Create and edit`."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:36
msgid "First, in the :guilabel:`General Information` tab, set the :guilabel:`Product Type` to :guilabel:`Service` and the :guilabel:`Sales Price` to the Helpdesk agent's service rate. Then, set the :guilabel:`Invoicing Policy` to :guilabel:`Based on Timesheets`. Finally, click :guilabel:`Save` to create the new product and add it to the quotation."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:41
msgid "Once the product is added, click :guilabel:`Confirm` to turn the quotation into a sales order."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:-1
msgid "Create a sales order and add a product."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:48
msgid "Record a timesheet"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:50
msgid "To record a timesheet, jump back to the Helpdesk ticket by going to the :guilabel:`Helpdesk` dashboard, clicking :guilabel:`Tickets` on the team's card, and locating the correct ticket. Then, click :guilabel:`Edit` and use the :guilabel:`Timesheets` tab to record the time spent on the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:-1
msgid "Record time spent on a ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:60
msgid "The ticket's timesheets can be recorded before or after the sales order is made, the order doesn't matter."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:64
msgid "Link the Helpdesk ticket to the SO"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:66
msgid "To link the :guilabel:`Sales Order` to the ticket, start on the ticket form and click :guilabel:`Edit`. Next, select the :guilabel:`Sales Order` that was created earlier from the :guilabel:`Sales Order Item` drop-down menu. Odoo will automatically filter the options to only show sales orders that are connected to the ticket's customer. Lastly, click :guilabel:`Save` to connect the ticket and the :guilabel:`Sales Order Item`."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:-1
msgid "Link the SO item to the ticket."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:77
msgid "The :guilabel:`Sales Order Item` can be connected to the ticket before or after any timesheets are recorded, the order doesn't matter."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:81
msgid "Modify billing rates"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:83
msgid "If a timesheet entry is recorded, but the agent does not want to bill the client for that time, go to the :guilabel:`Timesheets` tab and toggle on the visibility of the :guilabel:`Sales Order Item` column. When filling out the information for the timesheet entry, make sure to leave the non-billable timesheet entry's :guilabel:`Sales Order Item` field blank."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:88
msgid "If the agent wants to charge a different rate for a timesheet entry, first, add a new product to the connected :abbr:`SO (Sales Order)` priced at the new rate. Then, select the new product in the timesheet entry's :guilabel:`Sales Order Item` field."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:93
msgid "Create the invoice"
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:95
msgid "When the Helpdesk ticket is completed and the client is ready to be billed for time, begin by clicking the :guilabel:`Sales Order` smart button on the ticket form to navigate to the sales order. The :guilabel:`Delivered` column should match the number of hours recorded on the ticket's timesheet. After checking and filling out the relevant information, click :guilabel:`Create Invoice` to bill the client for the time spent on the ticket. Odoo will automatically generate an invoice to send to the client and the Helpdesk ticket can officially be closed."
msgstr ""
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:103
msgid ":doc:`invoice_time`"
msgstr ""
#: ../../content/applications/services/project.rst:8
msgid "Project"
msgstr ""