[I18N] Update translation terms from Transifex
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@ -15,7 +15,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-05-22 07:00+0000\n"
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"POT-Creation-Date: 2023-05-30 12:32+0000\n"
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"PO-Revision-Date: 2022-10-04 12:54+0000\n"
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"Last-Translator: Niyas Raphy, 2023\n"
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"Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n"
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@ -97,7 +97,6 @@ msgstr ""
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#: ../../content/applications/sales/sales/send_quotations/quote_template.rst:9
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#: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:16
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#: ../../content/applications/sales/subscriptions/closing.rst:31
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#: ../../content/applications/sales/subscriptions/plans.rst:10
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#: ../../content/applications/sales/subscriptions/upselling.rst:25
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msgid "Configuration"
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msgstr "التهيئة "
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@ -9380,99 +9379,199 @@ msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:5
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msgid ""
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"Subscription plans are :doc:`quotation templates "
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"<../sales/send_quotations/quote_template>` specific to **subscriptions** "
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"used to preconfigure selectable **plans** and **recurrence periods** to "
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"configure quotations quickly."
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"*Subscription plans* are :doc:`quotation templates "
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"</applications/sales/sales/send_quotations/quote_template>` used to "
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"preconfigure quotations with subscription products. Use subscription plans "
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"to quickly create subscription orders."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:10
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msgid "Configure subscription plans"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:12
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msgid ""
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"To create a new subscription plan or edit an existing one, go to "
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":menuselection:`Subscriptions --> Configuration --> Plans`, and click "
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":guilabel:`New` or select an existing plan."
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"To configure subscription plans, go to :menuselection:`Subscriptions --> "
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"Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, "
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"or select an existing plan to edit it."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:15
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msgid ""
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"Since the Odoo *Subscriptions* app is integrated closely with the *Sales* "
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"app, subscription plans use the same form as quotation templates."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst-1
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msgid "Subscription plan (quotation template) configuration"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:18
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msgid "When creating a subscription plan, several options are available:"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:20
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msgid "The **name** of the plan;"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:21
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msgid ""
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":guilabel:`Quotation expires after`: after how many days the quotation "
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"expires;"
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msgid "Subscription plan (quotation template) configuration form."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:22
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msgid ""
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":guilabel:`Online confirmation`: if the customer's :guilabel:`Signature` or "
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":guilabel:`Payment` confirms the order. Enable both to leave the choice to "
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"the customer;"
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msgid "The subscription plan form contains the following options:"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:24
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msgid ""
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":guilabel:`Confirmation Mail`: the **mail template** used for the order "
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"confirmation mail;"
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":guilabel:`Name`: Enter a name for the subscription plan at the top of the "
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"page."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:25
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msgid ""
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":guilabel:`Recurrence`: the recurrence of **recurring products** used with "
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"this template."
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":guilabel:`Quotation expires after`: Enter the number of days after which "
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"the quotation expires, starting from the day the quotation is sent to the "
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"customer. Leave this field at zero for the quotation to never expire."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:27
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#: ../../content/applications/sales/subscriptions/plans.rst:28
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msgid ""
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"Selecting a :guilabel:`Recurrence` enables the following additional options:"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:29
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msgid ""
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":guilabel:`Duration`: whether **recurring products** used with this template"
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" have no **end date**, or if they have a :guilabel:`Fixed` duration. "
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"Selecting :guilabel:`Fixed` enables an additional option to select the "
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"**duration**;"
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":guilabel:`Online Confirmation`: Check the boxes next to "
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":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to "
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"confirm their subscription order by signing or paying for the quotation. "
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"Enable both to leave the choice to the customer. Enable neither to only "
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"confirm the quotation in the backend."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:32
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msgid ""
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":guilabel:`Self Closable`: if enabled, the **customer** can terminate their "
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"subscription from their **customer portal**;"
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":guilabel:`Confirmation Mail`: Select an :doc:`email template "
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"</applications/general/email_communication/email_template>` for the "
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"confirmation email that is automatically sent to the customer after the "
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"quotation is confirmed. Leave this field blank to send nothing."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:34
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#: ../../content/applications/sales/subscriptions/plans.rst:37
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msgid ""
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":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
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"subscriptions *past* the due date are automatically closed;"
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"To create a new email template, enter a name for the template, then click "
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":guilabel:`Create and edit`."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:36
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#: ../../content/applications/sales/subscriptions/plans.rst:39
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msgid ""
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":guilabel:`Invoicing Journal`: if set, subscriptions with this template are "
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"invoiced in the set journal. If none, the sales journal with the lowest "
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"sequence is used."
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"To edit an existing email template, select one from the drop-down menu, then"
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" click on the :guilabel:`Internal link` arrow at the end of the line."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:40
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#: ../../content/applications/sales/subscriptions/plans.rst:42
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msgid ""
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"On each template, you can add specific :doc:`Terms & Conditions "
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"<../sales/send_quotations/terms_and_conditions>`. If **terms and "
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"conditions** are specified on a template, these will be used instead of the "
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"default **terms and conditions** set in the **Sales** app settings (if any "
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"are set)."
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":guilabel:`Recurrence`: Select the recurrence period used for the plan. The "
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"recurrence periods available here are the same ones that are configured in "
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":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:46
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msgid ""
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"Selecting a :guilabel:`Recurrence` turns the quotation template into a "
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"subscription plan and enables the following additional options:"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:49
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msgid ""
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":guilabel:`Duration`: Choose whether the subscription plan has no end date "
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"(:guilabel:`Forever`) or a :guilabel:`Fixed` duration."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:52
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msgid ""
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"If the duration is :guilabel:`Forever`, then the subscription plan will "
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"continually renew until either the customer or the company manually ends the"
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" subscription."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:54
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msgid ""
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"If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` "
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"date, which determines the amount of time after which the subscription will "
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"automatically end."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:57
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msgid ""
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":guilabel:`Self Closable`: Check this box to enable the customer to "
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"terminate their subscription from the :doc:`customer portal "
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"</applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:60
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msgid ""
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":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*"
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" subscriptions *past* the due date are automatically closed."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:62
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msgid ""
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":guilabel:`Invoicing Journal`: Select the accounting journal in which "
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"invoices for this subscription plan are recorded. Leave this field blank to "
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"use the sales journal with the lowest sequence."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst-1
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msgid "Terms and conditions of subscription plan"
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msgid "Subscription plan with Recurrence selected."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:70
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msgid ""
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"In the :guilabel:`Lines` tab, create the order lines for the quotation. "
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"Click :guilabel:`Add a product`, select a product to include in the plan, "
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"and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add"
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" as many products as desired to the order lines."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:74
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msgid ""
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"In the :guilabel:`Optional Products` tab, enter any optional products that "
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"the customer can add to their quotation before confirming the order."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:77
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msgid ""
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"If the subscription plan has unique :doc:`terms and conditions "
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"</applications/sales/sales/send_quotations/terms_and_conditions>`, add them "
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"in the :guilabel:`Terms & Conditions` tab. If terms conditions are specified"
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" on a plan, these will be used instead of the default terms and conditions "
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"set up in the *Sales* app settings."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst-1
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msgid "Subscription plan Terms & Conditions tab."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:87
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msgid "Use subscription plans on quotations"
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:89
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msgid ""
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"Quotations for subscription products can be created in both the "
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"*Subscriptions* app and the *Sales* app."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:92
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msgid ""
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"From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to "
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"create a new quotation. Then, select a subscription plan in the "
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":guilabel:`Subscription Plan` field."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:95
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msgid ""
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"The :guilabel:`Recurrence`, products, and other information from the plan "
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"are automatically filled in. The quotation can then be modified further as "
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"needed."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:98
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msgid ""
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"From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new "
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"quotation. Then, select a subscription plan in the :guilabel:`Quotation "
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"Template` field."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/plans.rst:101
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msgid ""
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"All subscription orders will appear on the :guilabel:`Subscriptions` "
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"dashboard regardless of whether they were created in the *Subscriptions* app"
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" or the *Sales* app."
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msgstr ""
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#: ../../content/applications/sales/subscriptions/products.rst:3
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@ -12,7 +12,7 @@ msgid ""
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msgstr ""
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"Project-Id-Version: Odoo 16.0\n"
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"Report-Msgid-Bugs-To: \n"
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"POT-Creation-Date: 2023-05-22 07:00+0000\n"
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"POT-Creation-Date: 2023-06-02 08:43+0000\n"
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"PO-Revision-Date: 2022-10-04 12:54+0000\n"
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"Last-Translator: Malaz Abuidris <msea@odoo.com>, 2023\n"
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"Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n"
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@ -59,7 +59,6 @@ msgid ":doc:`../../inventory_and_mrp/inventory`"
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msgstr ""
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#: ../../content/applications/services/field_service/default_warehouse.rst:16
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#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:13
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#: ../../content/applications/services/project/project_management.rst:17
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msgid "Configuration"
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msgstr "التهيئة "
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@ -856,6 +855,450 @@ msgid ""
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" :menuselection:`My Account --> Tickets`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3
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msgid "Track and bill time"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5
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msgid ""
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"Odoo *Helpdesk* provides teams with the ability to track the amount of hours"
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" spent working on a ticket, and to bill a customer for that time. Through "
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"integrations with the *Sales*, *Timesheets* and *Accounting* applications, "
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"customers can be charged once the work is completed, or before it has even "
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"begun."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11
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msgid ""
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"Since the *Track & Bill Time* features require integration with other "
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"applications, enabling them may result in the installation of additional "
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"modules (or applications)."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14
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msgid ""
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"Installing a new application on a *One-App-Free* database triggers a 15-day "
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"trial. At the end of the trial, if a paid subscription has not been added to"
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" the database, it will no longer be active or accessible."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:19
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msgid "Configure track and bill time features"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21
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msgid ""
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"Before a customer can be invoiced for support services, the *Track & Bill "
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"Time* features must first be enabled. These features must be enabled on each"
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" *Helpdesk* team where they will be utilized."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25
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msgid "Enable track and bill time on a helpdesk team"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27
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msgid ""
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"To view and enable the :guilabel:`Track & Bill Time` features on a "
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"*Helpdesk* team, first navigate to :menuselection:`Helpdesk --> "
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"Configuration --> Teams`. Then select a team from the list or :doc:`create a"
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" new one </applications/services/helpdesk/overview/getting_started>`. This "
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"will reveal a team's settings page."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:32
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msgid ""
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"On the team's settings page, scroll to the :guilabel:`Track & Bill Time` "
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"section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time "
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"Billing`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:35
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msgid ""
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"Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled"
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" :guilabel:`Project`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:37
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msgid ""
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"The project selected in this field is where all the timesheets for this "
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"team's tickets will be recorded. Click into the drop-down menu to select a "
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":guilabel:`Project`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:40
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msgid ""
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"To create a new project where the timesheets will be recorded, click into "
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"the drop-down menu, type a name for the project, and then click "
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":guilabel:`Create`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
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msgid ""
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"View of a helpdesk team settings page emphasizing the track and bill time "
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"settings."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:50
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msgid "Configure service products"
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:52
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msgid ""
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"When the :guilabel:`Time Billing` feature is enabled, a new product is "
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"created in the *Sales* app called :guilabel:`Service on Timesheets`. This "
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"product can be found under :menuselection:`Sales --> Products --> Products`."
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" Search for `Service on Timesheets` in the :guilabel:`Search...` bar. This "
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"is the product that will be used when invoicing for *post-paid support "
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"services* after they have been completed."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:58
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msgid ""
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"Select :guilabel:`Service on Timesheets` from the product page. This reveals"
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" the product detail form. The product is configured with the "
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":guilabel:`Product Type` set to :guilabel:`Service` and the "
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":guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1
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msgid ""
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"View of a service product with the invoicing policy set to 'Based on "
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"timesheets'."
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msgstr ""
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#: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:66
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msgid ""
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"In order to invoice for support services before the work has been completed "
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"(also known as *prepaid support services*), a separate product with a "
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"different invoicing policy must be created."
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msgstr ""
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||||
#: ../../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"
|
||||
@ -881,7 +1324,6 @@ 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 ""
|
||||
|
||||
@ -2745,350 +3187,6 @@ msgid ""
|
||||
"</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 "المشروع"
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -19,7 +19,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Larissa Manderfeld, 2023\n"
|
||||
"Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n"
|
||||
@ -101,7 +101,6 @@ 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 "Konfiguration"
|
||||
@ -9384,99 +9383,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -12,7 +12,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n"
|
||||
@ -59,7 +59,6 @@ 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 "Konfiguration"
|
||||
@ -856,6 +855,450 @@ msgid ""
|
||||
" :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"
|
||||
@ -881,7 +1324,6 @@ 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 "Einstellen"
|
||||
|
||||
@ -2745,350 +3187,6 @@ msgid ""
|
||||
"</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 "Projekt"
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -28,7 +28,7 @@ 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: 2022-10-04 12:53+0000\n"
|
||||
"Last-Translator: Fernanda Alvarez, 2023\n"
|
||||
"Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n"
|
||||
@ -2520,6 +2520,61 @@ msgstr ""
|
||||
"mode>`. Vaya a :menuselection:`Ajustes --> Técnico --> Automatización --> "
|
||||
"Acciones programadas` y busque :guilabel:`Correo: Servicio de Fetchmail`."
|
||||
|
||||
#: ../../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 "Plantillas de correo electrónico"
|
||||
@ -4056,7 +4111,7 @@ msgid ""
|
||||
msgstr ""
|
||||
"En la herramienta de importación se proporcionan las plantillas para "
|
||||
"importar los datos más comunes (contactos, productos, estados de cuenta "
|
||||
"bancarios, etc.). Puede abrirlas con cualquier software de hojas de cálculo "
|
||||
"bancarios...). Puede abrirlas con cualquier software de hojas de cálculo "
|
||||
"(Microsoft Office, OpenOffice, Google Drive, etc.)."
|
||||
|
||||
#: ../../content/applications/general/export_import_data.rst:372
|
||||
@ -4068,8 +4123,8 @@ msgid ""
|
||||
"Remove columns you don't need. We advise to not remove the *ID* one (see why"
|
||||
" here below)."
|
||||
msgstr ""
|
||||
"Elimine las columnas que no necesita. Recomendamos no eliminar la de *ID* "
|
||||
"(vea por qué a continuación)."
|
||||
"Elimine las columnas que no necesita. Recomendamos que no elimine la de *ID*"
|
||||
" (obtenga más información a continuación)."
|
||||
|
||||
#: ../../content/applications/general/export_import_data.rst:381
|
||||
msgid ""
|
||||
@ -4100,8 +4155,8 @@ msgid ""
|
||||
"free to use the one of your previous software to ease the transition to "
|
||||
"Odoo."
|
||||
msgstr ""
|
||||
"El *ID* (ID externo) es un identificador único por línea de artículo. Puede "
|
||||
"usar el de su software anterior para facilitar la transición a Odoo."
|
||||
"El **ID** (ID externo) es un identificador único por línea de artículo y "
|
||||
"puede usar el de su software anterior para facilitar la transición a Odoo."
|
||||
|
||||
#: ../../content/applications/general/export_import_data.rst:397
|
||||
msgid ""
|
||||
@ -4116,11 +4171,11 @@ msgid ""
|
||||
"duplicates;"
|
||||
msgstr ""
|
||||
"Actualizar importaciones: puede importar el mismo archivo varias veces sin "
|
||||
"crear duplicados."
|
||||
"crear duplicados;"
|
||||
|
||||
#: ../../content/applications/general/export_import_data.rst:400
|
||||
msgid "Import relation fields (see here below)."
|
||||
msgstr "Importar campos de relación (ver a continuación)."
|
||||
msgstr "Importar campos de relación (obtenga más información a continuación)."
|
||||
|
||||
#: ../../content/applications/general/export_import_data.rst:403
|
||||
msgid "How to import relation fields"
|
||||
@ -4145,10 +4200,10 @@ msgid ""
|
||||
"ID\" at the end of the column title (e.g. for product attributes: Product "
|
||||
"Attributes / Attribute / ID)."
|
||||
msgstr ""
|
||||
"Puede hacerlo tanto mediante el nombre del registro relacionado como su ID. "
|
||||
"El ID se espera cuando dos registros tienen el mismo nombre. En tal caso, "
|
||||
"agregue \"/ID\" al final del título de la columna (por ejemplo, para "
|
||||
"atributos de producto: Atributos de Producto/Atributo/ID)."
|
||||
"Puede hacerlo mediante el nombre del registro relacionado o por su ID, este "
|
||||
"último se espera cuando dos registros tienen el mismo nombre. En tal caso, "
|
||||
"agregue \" /ID\" al final del título de la columna (por ejemplo, para "
|
||||
"atributos de producto: Atributos de producto / Atributo / ID)."
|
||||
|
||||
#: ../../content/applications/general/in_app_purchase.rst:3
|
||||
msgid "In-App Purchase (IAP)"
|
||||
@ -4191,7 +4246,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/general/in_app_purchase.rst:25
|
||||
msgid "IAP accounts"
|
||||
msgstr "Cuentas IAP"
|
||||
msgstr "Cuentas de compras dentro de la aplicación"
|
||||
|
||||
#: ../../content/applications/general/in_app_purchase.rst:27
|
||||
msgid ""
|
||||
@ -4201,12 +4256,12 @@ msgid ""
|
||||
":ref:`developer mode <developer-mode>`, then go to :menuselection:`Technical"
|
||||
" Settings --> IAP Account`."
|
||||
msgstr ""
|
||||
"Los créditos para usar los servicios IAP se almacenan en las cuentas IAP, "
|
||||
"las cuales son específicas para cada servicio y base de datos. De forma "
|
||||
"predeterminada, las cuentas IAP son comunes para todas las empresas, pero se"
|
||||
" pueden restringir a algunas específicas. Active el :ref:`modo de "
|
||||
"desarrollador <developer-mode>`, luego vaya a :menuselection:`Ajustes "
|
||||
"técnicos --> Cuenta IAP`."
|
||||
"Los créditos para usar los servicios de compras dentro de la aplicación se "
|
||||
"almacenan en las cuentas IAP, las cuales son específicas para cada servicio "
|
||||
"y base de datos. De forma predeterminada, las cuentas de compras dentro de "
|
||||
"la aplicación son comunes para todas las empresas, pero se pueden restringir"
|
||||
" a algunas específicas. Active el :ref:`modo de desarrollador <developer-"
|
||||
"mode>`, y después vaya a :menuselection:`Ajustes técnicos --> Cuenta IAP`."
|
||||
|
||||
#: ../../content/applications/general/in_app_purchase.rst:36
|
||||
msgid "IAP Portal"
|
||||
@ -4219,11 +4274,11 @@ msgid ""
|
||||
"there, I can view my current balance, recharge my credits, review my "
|
||||
"consumption and set a reminder to when credits are low."
|
||||
msgstr ""
|
||||
"El portal IAP es una plataforma que reagrupa sus servicios IAP. Se puede "
|
||||
"acceder a ella en :menuselection:`Ajustes --> Odoo IAP --> Ver mis "
|
||||
"servicios`. Ahí puede ver su balance actual, recargar sus créditos, revisar "
|
||||
"su consumo y establecer un recordatorio para cuando los créditos lleguen a "
|
||||
"una cantidad mínima."
|
||||
"El portal IAP es una plataforma que reagrupa sus servicios de compras dentro"
|
||||
" de la aplicación. Se puede acceder mediante :menuselection:`Ajustes --> "
|
||||
"Odoo IAP --> Ver mis servicios`. Ahí puede ver su saldo actual, recargar sus"
|
||||
" créditos, revisar su consumo y establecer un recordatorio para cuando los "
|
||||
"créditos lleguen a una cantidad mínima."
|
||||
|
||||
#: ../../content/applications/general/in_app_purchase.rst:46
|
||||
msgid "Get notified when credits are low"
|
||||
@ -4240,16 +4295,16 @@ msgid ""
|
||||
"by email!"
|
||||
msgstr ""
|
||||
"Para recibir una notificación cuando sea el momento de recargar sus "
|
||||
"créditos, vaya a su portal IAP a través de la aplicación "
|
||||
":menuselection:`Ajustes --> Odoo IAP --> Ver mis servicios`, despliegue un "
|
||||
"servicio y marque la opción \"recibir advertencia de umbral\". Luego, "
|
||||
"proporcione una cantidad mínima de créditos y direcciones de correo "
|
||||
"electrónico. Ahora, cada vez que se alcance el límite, se enviará un "
|
||||
"recordatorio automático por correo electrónico."
|
||||
"créditos, vaya a su portal de compras dentro de la aplicación a través de la"
|
||||
" aplicación :menuselection:`Ajustes --> Odoo IAP --> Ver mis servicios`, "
|
||||
"despliegue un servicio y marque la opción \"recibir advertencia de límite\"."
|
||||
" Luego, proporcione una cantidad mínima de créditos y direcciones de correo "
|
||||
"electrónico. Ahora cada que alcance el límite, se le enviará un recordatorio"
|
||||
" automático por correo electrónico."
|
||||
|
||||
#: ../../content/applications/general/in_app_purchase.rst:58
|
||||
msgid "IAP services available"
|
||||
msgstr "Servicios IAP disponibles"
|
||||
msgstr "Servicios de compras dentro de la aplicación disponibles"
|
||||
|
||||
#: ../../content/applications/general/in_app_purchase.rst:60
|
||||
msgid ""
|
||||
@ -4264,9 +4319,9 @@ msgid ""
|
||||
"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the "
|
||||
"SMS, Snailmail, Reveal and Partner Autocomplete features);"
|
||||
msgstr ""
|
||||
"*Odoo en línea*: solo se pueden utilizar los servicios IAP proporcionados "
|
||||
"por Odoo (es decir, las funciones de SMS, correo postal, revelar y "
|
||||
"autocompletar al partner)."
|
||||
"*Odoo en línea*: solo se pueden utilizar los servicios compras dentro de la "
|
||||
"aplicación proporcionados por Odoo (es decir, las funciones de SMS, correo "
|
||||
"postal, revelar y autocompletar al partner)."
|
||||
|
||||
#: ../../content/applications/general/in_app_purchase.rst:64
|
||||
msgid ""
|
||||
@ -4288,10 +4343,11 @@ msgid ""
|
||||
" rather than — and possibly instead of — a sole initial purchase. Please, "
|
||||
"find more information at: :doc:`/developer/howtos/provide_iap_services`."
|
||||
msgstr ""
|
||||
"¡Es bienvenido a ofrecer sus propios servicios IAP a través de Odoo! Es la "
|
||||
"oportunidad perfecta para conseguir ingresos recurrentes mediante un "
|
||||
"servicio continuo en lugar de una única compra inicial. Puede obtener más "
|
||||
"información en :doc:`/developer/howtos/provide_iap_services`."
|
||||
"¡Puede ofrecer sus propios servicios de compras dentro de la aplicación a "
|
||||
"través de Odoo! Es la oportunidad perfecta para conseguir ingresos "
|
||||
"recurrentes mediante un servicio continuo en lugar de una única compra "
|
||||
"inicial. Puede obtener más información en "
|
||||
":doc:`/developer/howtos/provide_iap_services`."
|
||||
|
||||
#: ../../content/applications/general/reporting.rst:3
|
||||
msgid "Reporting"
|
||||
@ -4472,10 +4528,10 @@ msgid ""
|
||||
" one of the **preconfigured groups**. To remove one, click the minus button "
|
||||
"(:guilabel:`➖`)."
|
||||
msgstr ""
|
||||
"Agrupar datos es esencial para la vista de tabla dinámica. Le permite "
|
||||
"Agrupar datos es esencial para la vista de tabla dinámica pues le permite "
|
||||
"desglosar los datos para obtener información más detallada. Aunque puede "
|
||||
"usar la opción :guilabel:`agrupar por` para agregar con rapidez un grupo en "
|
||||
"el nivel de las filas, como se muestra en el ejemplo anterior, también puede"
|
||||
"usar la opción :guilabel:`Agrupar por` para agregar con rapidez un grupo en "
|
||||
"el nivel de las filas, como se muestra en el ejemplo anterior. También puede"
|
||||
" hacer clic en el botón con el signo de más (:guilabel:`➕`) junto al "
|
||||
"encabezado de :guilabel:`total` en el nivel de las filas *y* columnas, y "
|
||||
"luego seleccionar uno de los **grupos preconfigurados**. Para eliminar uno, "
|
||||
@ -4511,7 +4567,7 @@ msgid ""
|
||||
"(:guilabel:`⇄`)."
|
||||
msgstr ""
|
||||
"Puede cambiar los grupos de las filas y columnas al hacer clic en el botón "
|
||||
"\"cambiar eje\" (:guilabel:`⇄`)."
|
||||
"\"girar eje\" (:guilabel:`⇄`)."
|
||||
|
||||
#: ../../content/applications/general/reporting.rst:119
|
||||
msgid ""
|
||||
@ -5115,7 +5171,7 @@ msgid ""
|
||||
"Once companies are created, manage your employees' :doc:`Access Rights "
|
||||
"<access_rights>` for *Multi Companies*."
|
||||
msgstr ""
|
||||
"Una vez que haya creado las empresas puede gestionar los :doc:`permisos de "
|
||||
"Una vez que haya creado las empresas puede gestionar los :doc:`permisos de "
|
||||
"acceso <access_rights>` de sus empleados para *Multiempresas*."
|
||||
|
||||
#: ../../content/applications/general/users/companies.rst-1
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -3311,7 +3311,7 @@ msgid ""
|
||||
"I see the icon in front of the field “phone”?**"
|
||||
msgstr ""
|
||||
"**¿Puedo enviar un SMS a un número de teléfono fijo (no un teléfono celular)"
|
||||
" porque veo el icono en frente del campo “Teléfono”?**"
|
||||
" porque veo el icono frente al campo “Teléfono”?**"
|
||||
|
||||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||||
msgid "Only if that phone number supports SMS (e.g. SIP phones)."
|
||||
@ -3442,7 +3442,7 @@ msgstr ""
|
||||
msgid ""
|
||||
"Please find our `Privacy Policy here <https://iap.odoo.com/privacy#sms>`__."
|
||||
msgstr ""
|
||||
"Consulte nuestras `Políticas de privacidad aquí "
|
||||
"Consulte nuestras Políticas de privacidad `aquí "
|
||||
"<https://iap.odoo.com/privacy#sms>`__."
|
||||
|
||||
#: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0
|
||||
@ -3599,16 +3599,25 @@ msgid ""
|
||||
"can also be created by clicking :guilabel:`Create` in the upper-left corner "
|
||||
"of the :guilabel:`Campaigns` dashboard."
|
||||
msgstr ""
|
||||
"En el tablero de :guilabel:`Campañas` puede crear una nueva haciendo clic en"
|
||||
" el signo de agregado rápido :guilabel:`+ (signo de más)` ubicado en la "
|
||||
"esquina superior derecha de cada etapa en el flujo, visible en la vista "
|
||||
"kanban. También puede crear una campaña haciendo clic en :guilabel:`nuevo` "
|
||||
"en la esquina superior izquierda del mismo tablero."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:67
|
||||
msgid ""
|
||||
"Both options reveal a new campaign detail window directly on the "
|
||||
":guilabel:`Campaigns` dashboard when clicked."
|
||||
msgstr ""
|
||||
"Ambas opciones muestran una ventana de detalle para una nueva campaña "
|
||||
"directamente en el tablero de :guilabel:`campañas` al hacer clic."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1
|
||||
msgid "View of the quick add option for campaigns in Odoo Social Marketing."
|
||||
msgstr ""
|
||||
"Vista de la opción para agregar una campaña de forma rápida en la aplicación"
|
||||
" Marketing social de Odoo."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:74
|
||||
msgid ""
|
||||
@ -3616,6 +3625,10 @@ msgid ""
|
||||
":guilabel:`Tags` can be entered. When all modifications are complete, click "
|
||||
":guilabel:`Add` to add the campaign to the database."
|
||||
msgstr ""
|
||||
"Ingrese aquí el :guilabel:`nombre de la campaña`, el :guilabel:`responsable`"
|
||||
" y las :guilabel:`etiquetas`. Cuando termine de escribir todas las "
|
||||
"modificaciones, haga clic en :guilabel:`Agregar` para añadir la campaña a la"
|
||||
" base de datos."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:78
|
||||
msgid "Edit social marketing campaigns"
|
||||
@ -3628,18 +3641,26 @@ msgid ""
|
||||
"be accessed and modified, accordingly. There are multiple ways to access a "
|
||||
"template page for a campaign."
|
||||
msgstr ""
|
||||
"Debe acceder y modificar, según lo requiera, la página de la plantilla de la"
|
||||
" campaña deseada para poder editarla mayor precisión, y crear y enviar "
|
||||
"varias formas de comunicaciones relacionadas con ella. Hay distintas maneras"
|
||||
" de acceder a una página de plantilla para una campaña."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:84
|
||||
msgid ""
|
||||
"After entering the pertinent information in the :guilabel:`Quick Add` "
|
||||
"campaign drop-down, click :guilabel:`Edit`."
|
||||
msgstr ""
|
||||
"Después de agregar la información pertinente en el menú desplegable de "
|
||||
":guilabel:`agregado rápido` de la campaña, haga clic en :guilabel:`Editar`."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:86
|
||||
msgid ""
|
||||
"Simply select the desired campaign from the :guilabel:`Campaigns` dashboard "
|
||||
"in list or kanban view."
|
||||
msgstr ""
|
||||
"Seleccione la campaña deseada en el tablero :guilabel:`Campañas` en la vista"
|
||||
" de lista o kanban."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:88
|
||||
msgid ""
|
||||
@ -3647,12 +3668,17 @@ msgid ""
|
||||
":guilabel:`⋮ (three dots)` drop-down menu on the desired campaign, and "
|
||||
"select :guilabel:`Edit`."
|
||||
msgstr ""
|
||||
"En el tablero de :guilabel:`Campañas` desde la vista kanban, seleccione el "
|
||||
"menú desplegable :guilabel:`⋮ (tres puntos)` en la campaña deseada y después"
|
||||
" presione :guilabel:`Editar`."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:91
|
||||
msgid ""
|
||||
"Any of the above routes will reveal the *Campaign Template* page for that "
|
||||
"specific campaign."
|
||||
msgstr ""
|
||||
"Cualquiera de las rutas anteriores mostrará la página de *plantilla de "
|
||||
"campaña* para esa campaña en específico."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:94
|
||||
msgid "Social marketing campaign templates"
|
||||
@ -3664,6 +3690,10 @@ msgid ""
|
||||
" and various forms of communications can be created, modified, and sent or "
|
||||
"scheduled. Below is a sample of a completed campaign template."
|
||||
msgstr ""
|
||||
"Desde la página de *plantilla de campaña* puede personalizar o modificar "
|
||||
"varios elementos y puede crear, modificar, enviar o programar varias formas "
|
||||
"de comunicación. A continuación se muestra una muestra de una plantilla de "
|
||||
"campaña completa."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst-1
|
||||
msgid "View of a sample campaign template page in Odoo Social Marketing."
|
||||
@ -3679,6 +3709,12 @@ msgid ""
|
||||
"Marketing --> Configuration --> Settings`, activate :guilabel:`Mailing "
|
||||
"Campaigns`, and click :guilabel:`Save`."
|
||||
msgstr ""
|
||||
"Asegúrese de que la función *campañas de correo* se encuentra habilitada en "
|
||||
"la aplicación *Marketing por correo electrónico*, así la opción "
|
||||
":guilabel:`Enviar nuevo correo masivo` aparecerá en las plantillas de "
|
||||
"campaña. Vaya a :menuselection:`Marketing por correo electrónico --> "
|
||||
"Configuración --> Ajustes`, active las :guilabel:`campañas de correo` y haga"
|
||||
" clic en :guilabel:`Guardar`."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:111
|
||||
msgid ""
|
||||
@ -3690,7 +3726,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:115
|
||||
msgid "Add content and communications to campaigns"
|
||||
msgstr ""
|
||||
msgstr "Agregar contenido y comunicaciones a las campañas"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:117
|
||||
msgid ""
|
||||
@ -3699,18 +3735,28 @@ msgid ""
|
||||
"campaigns. Each of these options are displayed as buttons in the upper-left "
|
||||
"corner of the campaign template page."
|
||||
msgstr ""
|
||||
"Si instala las aplicaciones adecuadas y realiza los ajustes correspondientes"
|
||||
" (como se indicó anteriormente), hay cuatro formas de opciones de "
|
||||
"comunicación y contenido que se pueden agregar a las campañas. Cada una de "
|
||||
"estas opciones se muestra como botones en la esquina superior izquierda de "
|
||||
"la página de plantilla de campaña."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:121
|
||||
msgid ""
|
||||
":guilabel:`Send New Mailing`: reveals a blank email template on a separate "
|
||||
"page, in which the message can be fully customized in a variety of ways."
|
||||
msgstr ""
|
||||
":guilabel:`Enviar nuevo correo masivo`: muestra una plantilla de correo "
|
||||
"electrónico en blanco en una página separada, desde allí puede personalizar "
|
||||
"el mensaje completamente de varias maneras."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:123
|
||||
msgid ""
|
||||
":guilabel:`Send SMS`: reveals a blank SMS template on a separate page, in "
|
||||
"which a SMS communication can be created and configured."
|
||||
msgstr ""
|
||||
":guilabel:`Enviar SMS`: muestra una plantilla de SMS en blanco en una página"
|
||||
" separada, en esta puede crear y configurar una comunicación SMS."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:125
|
||||
msgid ""
|
||||
@ -3718,6 +3764,10 @@ msgid ""
|
||||
"separate page, in which a post can be created, and applied to social media "
|
||||
"accounts that are already connected to the database."
|
||||
msgstr ""
|
||||
":guilabel:`Enviar publicación social`: muestra una plantilla de publicación "
|
||||
"social en blanco en una página separada, desde aquí puede crear una "
|
||||
"publicación y esta se aplica a las cuentas de redes sociales que ya están "
|
||||
"conectadas a la base de datos."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:128
|
||||
msgid ""
|
||||
@ -3725,6 +3775,10 @@ msgid ""
|
||||
"on a separate page, however, the :guilabel:`Push Notification` options are "
|
||||
"already pre-selected in the :guilabel:`Post on` field."
|
||||
msgstr ""
|
||||
":guilabel:`Notificación push`: muestra una plantilla de publicación social "
|
||||
"similar en blanco en una página separada, sin embargo, las opciones de "
|
||||
":guilabel:`notificación push` ya están preseleccionadas en el campo "
|
||||
":guilabel:`Publicar en` ."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:132
|
||||
msgid ""
|
||||
@ -3734,6 +3788,10 @@ msgid ""
|
||||
":guilabel:`SMS`, :guilabel:`Social Media`, and/or :guilabel:`Push "
|
||||
"Notifications`)."
|
||||
msgstr ""
|
||||
"Una vez que termina de crear cualquier forma de comunicación, Odoo vuelve a "
|
||||
"la página :guilabel:`Plantilla de campaña` y muestra el nuevo contenido en "
|
||||
"la pestaña correspondiente (es decir, :guilabel:`correos`, :guilabel:`SMS`, "
|
||||
":guilabel:`redes sociales` y/o :guilabel:`notificaciones push`)."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:137
|
||||
msgid ""
|
||||
@ -3742,6 +3800,10 @@ msgid ""
|
||||
"(e.g. :guilabel:`Revenues`, :guilabel:`Quotations`, :guilabel:`Leads`, "
|
||||
"etc.)."
|
||||
msgstr ""
|
||||
"A medida que agrega contenido y comunicaciones a una campaña, aparecen "
|
||||
"pestañas para esos medios específicos, junto con una variedad de botones "
|
||||
"inteligentes analíticos (por ejemplo, guilabel:`ingresos`, "
|
||||
":guilabel:`cotizaciones`, :guilabel:`leads`...)."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:141
|
||||
msgid ""
|
||||
@ -3751,12 +3813,20 @@ msgid ""
|
||||
"particular element of the campaign, allowing for quicker, more organized "
|
||||
"analysis."
|
||||
msgstr ""
|
||||
"Estos botones inteligentes, ubicados en la parte superior de la plantilla, "
|
||||
"muestran diferentes métricas relacionadas con la campaña y sus diversas "
|
||||
"comunicaciones y contenidos. Cuando hace clic en cualquier botón "
|
||||
"inteligente, aparece una página separada específica para ese elemento "
|
||||
"particular de la campaña, lo que permite un análisis más rápido y "
|
||||
"organizado."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:147
|
||||
msgid ""
|
||||
"The Odoo *Social Marketing* app is integrated with other Odoo applications, "
|
||||
"such as *Sales*, *Invoicing*, *CRM*, and *Website*."
|
||||
msgstr ""
|
||||
"La aplicación *Marketing social* está integrada con otras aplicaciones de "
|
||||
"Odoo, como *Ventas*, *Facturación*, *CRM* y *Sitio web*."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:151
|
||||
msgid ""
|
||||
@ -3766,7 +3836,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:3
|
||||
msgid "Social marketing essentials"
|
||||
msgstr "Fundamentos del marketing social"
|
||||
msgstr "Fundamentos de marketing social"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:5
|
||||
msgid ""
|
||||
@ -3774,6 +3844,11 @@ msgid ""
|
||||
" manage various social media accounts, analyze content effectiveness, and "
|
||||
"engage directly with social media followers in one, centralized location."
|
||||
msgstr ""
|
||||
"La aplicación *Marketing social* de Odoo ayuda a quienes se encargan del "
|
||||
"marketing de contenido a crear y programar publicaciones, gestionar varias "
|
||||
"cuentas de redes sociales, analizar la efectividad del contenido e "
|
||||
"interactuar directamente con los seguidores de las redes sociales en una "
|
||||
"ubicación centralizada."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:10
|
||||
msgid "Add social media accounts"
|
||||
@ -3784,10 +3859,12 @@ msgid ""
|
||||
"In order to create posts, each social media account must be added as a "
|
||||
"stream in the Odoo *Social Marketing* application."
|
||||
msgstr ""
|
||||
"Debe agregar cada cuenta de redes sociales como flujo en la aplicación "
|
||||
"*Marketing social* para poder crear publicaciones."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:16
|
||||
msgid "Add a social media stream"
|
||||
msgstr ""
|
||||
msgstr "Agregar flujos de redes sociales"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:18
|
||||
msgid ""
|
||||
@ -3795,29 +3872,40 @@ msgid ""
|
||||
":menuselection:`Social Marketing` and then select the :guilabel:`Add A "
|
||||
"Stream` button located in the upper left corner"
|
||||
msgstr ""
|
||||
"Para agregar una cuenta de redes sociales como flujo vaya a "
|
||||
":menuselection:`Marketing social`, luego haga clic en el botón "
|
||||
":guilabel:`Agregar un flujo` ubicado en la esquina superior izquierda"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:21
|
||||
msgid ""
|
||||
"When :guilabel:`Add A Stream` is clicked, the following pop-up appears, "
|
||||
"displaying the different social media outlets to choose from."
|
||||
msgstr ""
|
||||
"Cuando presiona :guilabel:`Agregar un flujo`, aparece la siguiente ventana "
|
||||
"emergente mostrando los diferentes medios sociales a elegir."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||||
msgid ""
|
||||
"View of the pop-up that appears when 'Add a Stream' is selected in Odoo."
|
||||
msgstr ""
|
||||
"Vista de la ventana emergente que aparece cuando selecciona \"Agregar un "
|
||||
"flujo\" en Odoo."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:29
|
||||
msgid ""
|
||||
"Additional social media outlet options are available depending on your "
|
||||
"version of Odoo."
|
||||
msgstr ""
|
||||
"Están disponibles opciones de redes sociales adicionales dependiendo de la "
|
||||
"versión de Odoo que utilice."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:31
|
||||
msgid ""
|
||||
"From this pop-up, select a social media option: :guilabel:`Facebook`, "
|
||||
":guilabel:`LinkedIn`, or :guilabel:`Twitter`."
|
||||
msgstr ""
|
||||
"En esta ventana emergente seleccione una de las siguientes redes sociales: "
|
||||
":guilabel:`Facebook`, :guilabel:`LinkedIn` o :guilabel:`Twitter`."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:34
|
||||
msgid ""
|
||||
@ -3826,6 +3914,10 @@ msgid ""
|
||||
"add that particular social media account to the *Social Marketing* "
|
||||
"application as a stream on the main dashboard of the app."
|
||||
msgstr ""
|
||||
"Después, Odoo navega directamente a la página de autorización de esa red "
|
||||
"social específica, donde debe otorgar permiso para que esa cuenta en "
|
||||
"particular se agregue a la aplicación *Marketing social* como flujo en el "
|
||||
"tablero principal."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:39
|
||||
msgid ""
|
||||
@ -3833,6 +3925,9 @@ msgid ""
|
||||
"permission is the administrator for the page. Also, different pages can be "
|
||||
"added for different streams."
|
||||
msgstr ""
|
||||
"Se puede agregar una página de Facebook siempre que la cuenta que realiza "
|
||||
"esta acción tenga permisos de administrador de la página. Además, puede "
|
||||
"agregar diferentes páginas para distintos flujos."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:42
|
||||
msgid ""
|
||||
@ -3840,17 +3935,25 @@ msgid ""
|
||||
"the main :guilabel:`Social Marketing` dashboard, and a new column with that "
|
||||
"account's posts are automatically added."
|
||||
msgstr ""
|
||||
"Una vez que cuenta con la autorización necesaria, Odoo regresa al "
|
||||
":guilabel:`Feed` en el tablero principal de :guilabel:`Marketing social`, "
|
||||
"también se agrega de forma automática una nueva columna con las "
|
||||
"publicaciones de esa cuenta."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:46
|
||||
msgid ""
|
||||
"From here, new accounts and/or streams can be added and managed at any time."
|
||||
msgstr ""
|
||||
"Desde aquí puede agregar y administrar nuevas cuentas y/o flujos en "
|
||||
"cualquier momento."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||||
msgid ""
|
||||
"Example of how a populated stream-filled dashboard looks in Odoo Social "
|
||||
"Marketing"
|
||||
msgstr ""
|
||||
"Ejemplo de cómo se ve un tablero lleno con flujos en la aplicación Marketing"
|
||||
" social de Odoo"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:53
|
||||
msgid ""
|
||||
@ -3859,16 +3962,23 @@ msgid ""
|
||||
"statistics and metrics related to any social account, click on "
|
||||
":guilabel:`Insights`."
|
||||
msgstr ""
|
||||
"Cuando agrega cuentas de redes sociales al feed también se vinculan los "
|
||||
"indicadores clave de rendimiento (KPI) de esa plataforma en específico (si "
|
||||
"los tiene). Para que se le redirija a las estadísticas y métricas "
|
||||
"relacionadas con cualquier cuenta social, haga clic en "
|
||||
":guilabel:`Información`."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||||
msgid ""
|
||||
"The insights link that can be accessed for each social media stream added in"
|
||||
" Odoo."
|
||||
msgstr ""
|
||||
"El enlace de información al que se puede acceder para cada flujo de redes "
|
||||
"sociales agregado en Odoo."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:62
|
||||
msgid "Create and publish social media posts in Odoo"
|
||||
msgstr ""
|
||||
msgstr "Crear y realizar publicaciones en redes sociales con Odoo"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:64
|
||||
msgid ""
|
||||
@ -3877,16 +3987,25 @@ msgid ""
|
||||
" upper-left corner of the main dashboard, or navigate to "
|
||||
":menuselection:`Posts --> Create` from the header menu."
|
||||
msgstr ""
|
||||
"Para crear contenido para cuentas de redes sociales en la aplicación "
|
||||
":menuselection:`Marketing social` haga clic en el botón :guilabel:`Nueva "
|
||||
"publicación` ubicado en la esquina superior izquierda del tablero principal,"
|
||||
" o vaya a :menuselection:`Publicaciones --> Nuevo` desde el menú del "
|
||||
"encabezado."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:68
|
||||
msgid ""
|
||||
"Either route reveals a blank post template page that can be customized and "
|
||||
"configured in a number of different ways."
|
||||
msgstr ""
|
||||
"Cualquiera de las rutas anteriores muestra una página de plantilla de "
|
||||
"publicación en blanco que se puede personalizar y configurar de varias "
|
||||
"maneras diferentes."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst-1
|
||||
msgid "How to create a social media post directly through Odoo"
|
||||
msgstr ""
|
||||
"Cómo crear una publicación en redes sociales directamente a través de Odoo"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:76
|
||||
msgid "Post template"
|
||||
@ -3895,10 +4014,12 @@ msgstr "Plantilla de publicación"
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:78
|
||||
msgid "The post template page has many different options avaiable."
|
||||
msgstr ""
|
||||
"La página de plantilla de publicaciones tiene muchas opciones distintas "
|
||||
"disponibles."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:81
|
||||
msgid "'Your Post' section"
|
||||
msgstr ""
|
||||
msgstr "Sección de \"su publicación\""
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:83
|
||||
msgid ""
|
||||
@ -3906,6 +4027,9 @@ msgid ""
|
||||
"determined on what social media account(s), or on which website(s) via push "
|
||||
"notification, this post will be published."
|
||||
msgstr ""
|
||||
"La primera opción es el campo :guilabel:`Publicar en`, aquí determina en qué"
|
||||
" cuenta de redes sociales, o en qué sitio web a través de una notificación "
|
||||
"push, se realizará la publicación."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:87
|
||||
msgid ""
|
||||
@ -3915,12 +4039,21 @@ msgid ""
|
||||
"Settings`, activate :guilabel:`Enable Web Push Notifications`, fill out the "
|
||||
"corresponding fields, and click :guilabel:`Save`."
|
||||
msgstr ""
|
||||
"Para que aparezca la opción :guilabel:`Notificación push`, asegúrese de que "
|
||||
"la función *Habilitar notificaciones push del sitio web* esté habilitada en "
|
||||
"la aplicación *Sitio web*. Vaya a :menuselection:`Sitio web --> "
|
||||
"Configuración --> Ajustes`, active :guilabel:`Habilitar notificaciones push "
|
||||
"del sitio web`, complete los campos correspondientes y haga clic en "
|
||||
":guilabel:`Guardar`."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:92
|
||||
msgid ""
|
||||
"Odoo automatically provides every available social media account that's been"
|
||||
" linked to the database as an option in this section, as well."
|
||||
msgstr ""
|
||||
"Odoo también proporciona, de forma automática, todas las cuentas de redes "
|
||||
"sociales disponibles que se han vinculado a la base de datos como una opción"
|
||||
" en esta sección."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:96
|
||||
msgid ""
|
||||
@ -3928,12 +4061,17 @@ msgid ""
|
||||
"Marketing* application, it will not appear as an option on the post "
|
||||
"template."
|
||||
msgstr ""
|
||||
"Si no ha agregado una cuenta de redes sociales como flujo a la aplicación "
|
||||
"*Marketing social*, entonces no aparecerá como una opción en la plantilla de"
|
||||
" publicación."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:99
|
||||
msgid ""
|
||||
"Next, there's the :guilabel:`Message` field. This is where the main content "
|
||||
"of the post is created."
|
||||
msgstr ""
|
||||
"Luego está el campo :guilabel:`Mensaje`. Aquí se crea el contenido principal"
|
||||
" de la publicación."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:101
|
||||
msgid ""
|
||||
@ -3942,6 +4080,11 @@ msgid ""
|
||||
"the post will look on all the previously selected social media accounts from"
|
||||
" the :guilabel:`Post on` field above."
|
||||
msgstr ""
|
||||
"Escriba el mensaje que desea adjuntar a su publicación en este campo. A la "
|
||||
"derecha, conforme va escribiendo en el campo :guilabel:`Mensaje`, Odoo "
|
||||
"presenta muestras visuales de cómo se verá la publicación en todas las "
|
||||
"cuentas de redes sociales previamente seleccionadas en el campo anterior "
|
||||
":guilabel:`Publicar en`."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:106
|
||||
msgid ""
|
||||
@ -3950,6 +4093,11 @@ msgid ""
|
||||
"line of the :guilabel:`Message` field to the far right. Clicking this icon "
|
||||
"reveals a drop-down containing numerous emojis to choose from."
|
||||
msgstr ""
|
||||
"También puede agregar emojis directo al texto en el campo "
|
||||
":guilabel:`Mensaje`, solo haga clic en el icono de :guilabel:`emoji (cara "
|
||||
"sonriente)` ubicado en la parte derecha de la línea de este campo. Al hacer "
|
||||
"clic en este icono se muestra un menú desplegable que contiene varios emojis"
|
||||
" para elegir."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:110
|
||||
msgid ""
|
||||
@ -3957,12 +4105,18 @@ msgid ""
|
||||
"link beneath the :guilabel:`Message` field, and Odoo reveals a pop-up "
|
||||
"window. In this pop-up, the desired image must be chosen, and then uploaded."
|
||||
msgstr ""
|
||||
"Si utilizará imágenes en su publicación, haga clic en :guilabel:`ADJUNTE "
|
||||
"IMÁGENES` debajo del campo de :guilabel:`Mensaje` y Odoo mostrará una "
|
||||
"ventana emergente. Desde allí, elija la imagen para su publicación y luego "
|
||||
"cárguela."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:114
|
||||
msgid ""
|
||||
"A preview of the entire post, text and image (if applicable), is instantly "
|
||||
"displayed in the visual preview of the post."
|
||||
msgstr ""
|
||||
"Se muestra al instante una vista previa de la publicación completa, es "
|
||||
"decir, texto e imagen (si corresponde)."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:117
|
||||
msgid ""
|
||||
@ -3971,6 +4125,10 @@ msgid ""
|
||||
"line next to :guilabel:`Campaign` to reveal the previously configured "
|
||||
"campaigns to choose from."
|
||||
msgstr ""
|
||||
"En el siguiente campo, :guilabel:`Campaña`, puede adjuntar esta publicación "
|
||||
"a una campaña de marketing específica en la base de datos. Haga clic en la "
|
||||
"línea en blanco junto a este campo para elegir entre las campañas "
|
||||
"previamente configuradas."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:122
|
||||
msgid ""
|
||||
@ -3980,10 +4138,16 @@ msgid ""
|
||||
":guilabel:`Create and edit` from the menu to further customize that newly-"
|
||||
"created campaign."
|
||||
msgstr ""
|
||||
"También puede crear una nueva campaña desde el campo :guilabel:`Campaña` en "
|
||||
"blanco. Escriba el nombre de la nueva campaña y seleccione :guilabel:`Crear`"
|
||||
" desde el menú desplegable, o seleccione :guilabel:`Crear y editar` en el "
|
||||
"menú para seguir personalizando la campaña recién creada."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:128
|
||||
msgid "A social post does *not* need to be attached to a campaign."
|
||||
msgstr ""
|
||||
"*No* es necesario que una publicación de red social esté adjunta a una "
|
||||
"campaña."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:130
|
||||
msgid ""
|
||||
@ -3991,6 +4155,9 @@ msgid ""
|
||||
"have Odoo publish the post immediately, or :guilabel:`Schedule later` to "
|
||||
"have Odoo publish the post at a later date and time."
|
||||
msgstr ""
|
||||
"En el campo :guilabel:`Cuando`, elija :guilabel:`Enviar ahora` o "
|
||||
":guilabel:`Programar después`. Con la primera opción, Odoo enviará la "
|
||||
"publicación de inmediato; con la segunda, en una fecha y hora posteriores."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:134
|
||||
msgid ""
|
||||
@ -4000,6 +4167,11 @@ msgid ""
|
||||
" which time, Odoo will promptly publish the post on the pre-determined "
|
||||
"social media accounts."
|
||||
msgstr ""
|
||||
"Si selecciona :guilabel:`Programar después`, Odoo mostrará un nuevo campo "
|
||||
"(con el nombre :guilabel:`Fecha programada`) abajo del anterior. Al hacer "
|
||||
"clic en ese campo vacío se mostrará un calendario emergente, seleccione allí"
|
||||
" la fecha y la hora en la que Odoo realizará la publicación en las cuentas "
|
||||
"de redes sociales que seleccionó con anterioridad."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:139
|
||||
msgid ""
|
||||
@ -4009,6 +4181,12 @@ msgid ""
|
||||
":guilabel:`scheduling (clock) icon` located on the calendar pop-up, and "
|
||||
"choose the desired time for Odoo to publish this post on that future date."
|
||||
msgstr ""
|
||||
"Haga clic en la fecha en la que desea enviar la publicación para ese día, "
|
||||
"después seleccione y personalice la hora predeterminada en el campo "
|
||||
":guilabel:`Fecha programada` de forma manual o ajuste la hora de envío de su"
|
||||
" publicación. En este caso, haga clic en el icono :guilabel:`planificación "
|
||||
"(reloj)` ubicado en la ventana emergente del calendario, y elija la hora "
|
||||
"deseada para que Odoo realice esta publicación en esa fecha."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:144
|
||||
msgid ""
|
||||
@ -4017,6 +4195,10 @@ msgid ""
|
||||
"to send the post, and it changes the status of the post to "
|
||||
":guilabel:`Scheduled`."
|
||||
msgstr ""
|
||||
"Si programa una publicación, recuerde hacer clic en el botón "
|
||||
":guilabel:`Planificación` en la parte superior izquierda de la plantilla de "
|
||||
"publicación. Al hacerlo, fija una fecha y hora específica para que Odoo "
|
||||
"envíe la publicación, también cambia su estado a :guilabel:`programado`."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:149
|
||||
msgid ""
|
||||
@ -4026,10 +4208,15 @@ msgid ""
|
||||
"etc.). These same smart buttons appear when a post is officially published, "
|
||||
"as well."
|
||||
msgstr ""
|
||||
"Además, cuando hace clic en :guilabel:`Planificación`, aparecen varios "
|
||||
"botones inteligentes analíticos en la página de la publicación. Cada uno "
|
||||
"ofrece un análisis detallado de la métrica correspondiente (por ejemplo, "
|
||||
"guilabel:`leads`, :guilabel:`ingresos`...). Estos mismos botones "
|
||||
"inteligentes también aparecen cuando un mensaje se publica de forma oficial."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:155
|
||||
msgid "'Web Notification Options' section"
|
||||
msgstr ""
|
||||
msgstr "Sección de \"opciones de notificación web\""
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:157
|
||||
msgid ""
|
||||
@ -4038,6 +4225,10 @@ msgid ""
|
||||
"of the post template. It should be noted that *none* of these fields are "
|
||||
"required."
|
||||
msgstr ""
|
||||
"Si selecciona :guilabel:`Notificaciones push` en el campo "
|
||||
":guilabel:`Publicar en`, Odoo proporciona otra sección de ajustes y opciones"
|
||||
" en la parte inferior de la plantilla de la publicación. Tome en cuenta que "
|
||||
"*ninguno* de estos campos es obligatorio."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:161
|
||||
msgid ""
|
||||
@ -4045,6 +4236,9 @@ msgid ""
|
||||
"that is displayed as the title of the push notification whenever it's sent. "
|
||||
"Odoo displays a visual preview of this title, if one is created."
|
||||
msgstr ""
|
||||
"El primer campo es para el :guilabel:`título de la notificación`. Este es un"
|
||||
" texto que se muestra como el título de la notificación push cada vez que se"
|
||||
" envía. Odoo muestra una vista previa de este título si asigna uno."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:165
|
||||
msgid ""
|
||||
@ -4053,6 +4247,10 @@ msgid ""
|
||||
"field. Then, once a visitor reaches that specific page, Odoo will display "
|
||||
"the push notification."
|
||||
msgstr ""
|
||||
"Para indicar una página específica en el sitio web que debería activar esta "
|
||||
"notificación push, escriba la URL de esa página en el campo :guilabel:`URL "
|
||||
"objetivo`. Una vez que un visitante ingrese a esa página en específico, Odoo"
|
||||
" mostrará la notificación push."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:169
|
||||
msgid ""
|
||||
@ -4060,6 +4258,9 @@ msgid ""
|
||||
"This is an icon that appears beside the push notification. By default, Odoo "
|
||||
"uses a \"smiley face\" as the icon."
|
||||
msgstr ""
|
||||
"Debajo de ese campo se encuentra la opción para agregar una "
|
||||
":guilabel:`imagen del icono` personalizada. Este icono aparece junto a la "
|
||||
"notificación push y Odoo usa una \"cara sonriente\" de forma predeterminada."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:172
|
||||
msgid ""
|
||||
@ -4068,6 +4269,11 @@ msgid ""
|
||||
"proceed to locate and upload the desired image, and Odoo automatically "
|
||||
"displays a preview of how the icon will appear on the push notification."
|
||||
msgstr ""
|
||||
"Para subir una nueva imagen, haga clic en el icono :guilabel:`Editar "
|
||||
"(lápiz)` cuando pase por encima del campo :guilabel:`imagen del icono` con "
|
||||
"el cursor. Después, localice y cargue la imagen deseada, Odoo mostrará en "
|
||||
"automático una vista previa de cómo aparecerá el icono en la notificación "
|
||||
"push."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:176
|
||||
msgid ""
|
||||
@ -4075,10 +4281,14 @@ msgid ""
|
||||
"enabled, Odoo will send it at the appropriate, pre-determined time, taking "
|
||||
"the visitor's location into consideration."
|
||||
msgstr ""
|
||||
"Después se encuentra la opción para realizar la publicación en una "
|
||||
":guilabel:`hora local`. Si está activada, Odoo realizará la publicación en "
|
||||
"el momento adecuado y predeterminado, teniendo en cuenta la ubicación del "
|
||||
"visitante."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:180
|
||||
msgid "Save, post, and test notification options"
|
||||
msgstr ""
|
||||
msgstr "Opciones para guardar, publicar y probar notificaciones"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:182
|
||||
msgid ""
|
||||
@ -4088,6 +4298,11 @@ msgid ""
|
||||
"automatically publishes the post on the pre-determined social media "
|
||||
"accounts."
|
||||
msgstr ""
|
||||
"Cuando haya realizado todas las modificaciones y la publicación esté "
|
||||
"completa, haga clic en :guilabel:`Guardar` para que se quede como un "
|
||||
"*borrador, o si está lista para que se publique en ese momento, haga clic en"
|
||||
" :guilabel:`Publicar` y Odoo realizará la publicación de forma automática en"
|
||||
" las cuentas de redes sociales predeterminadas."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:187
|
||||
msgid ""
|
||||
@ -4096,20 +4311,29 @@ msgid ""
|
||||
" Clicking that, provides a quick example of how the notification will appear"
|
||||
" for visitors."
|
||||
msgstr ""
|
||||
"También tiene la opción de :guilabel:`probar la notificación` si seleccionó "
|
||||
"las :guilabel:`notificaciones push` en el campo :guilabel:`Publicar en`. Al "
|
||||
"hacer clic, se proporciona un ejemplo rápido de cómo se mostrará la "
|
||||
"notificación a los visitantes."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:192
|
||||
msgid "Social post status bar"
|
||||
msgstr ""
|
||||
msgstr "Barra de estado de publicación en redes sociales"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:194
|
||||
msgid ""
|
||||
"In the top-right of the :guilabel:`Post Template` page is the "
|
||||
":guilabel:`Status Bar`. This displays the current status of the post."
|
||||
msgstr ""
|
||||
"En la parte superior derecha de la página de :guilabel:`plantilla de "
|
||||
"publicación` se encuentra la :guilabel:`barra de estado`, en ella se muestra"
|
||||
" el estado actual de la publicación."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:197
|
||||
msgid "When :guilabel:`Save` is clicked, the post is in the *Draft* status."
|
||||
msgstr ""
|
||||
"Cuando hace clic en :guilabel:`Guardar`, la publicación se encuentra en "
|
||||
"estado de *Borrador*."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:199
|
||||
msgid ""
|
||||
@ -4117,6 +4341,9 @@ msgid ""
|
||||
":guilabel:`Schedule` button has been clicked, the status of the post is "
|
||||
"*Scheduled*."
|
||||
msgstr ""
|
||||
"Si programó el envío de la publicación en una fecha u hora posterior e hizo "
|
||||
"clic en el botón :guilabel:`Planificación`, entonces el estado de la "
|
||||
"publicación es *Planificado*."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:202
|
||||
msgid ""
|
||||
@ -4124,10 +4351,13 @@ msgid ""
|
||||
"status of the post is *Posting*. And, lastly, if the post has already been "
|
||||
"published or sent, the status is *Posted*."
|
||||
msgstr ""
|
||||
"Si la publicación está en proceso de publicarse o enviarse, el estado de la "
|
||||
"publicación es *Publicando*. En caso de que ya se haya publicado o enviado, "
|
||||
"su estado es *Publicado*."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:206
|
||||
msgid "Posts page"
|
||||
msgstr ""
|
||||
msgstr "Página de publicaciones"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:208
|
||||
msgid ""
|
||||
@ -4135,6 +4365,10 @@ msgid ""
|
||||
"Marketing`, and click :menuselection:`Posts` in the header menu. Here, every"
|
||||
" post that has been created and posted with Odoo is available."
|
||||
msgstr ""
|
||||
"Para obtener una visión completa de las publicaciones, vaya a la aplicación "
|
||||
":menuselection:`Marketing social` y haga clic en "
|
||||
":menuselection:`Publicaciones` en el menú de encabezado. Aquí se encuentra "
|
||||
"disponible cada publicación que ha creado y publicado con Odoo."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:212
|
||||
msgid ""
|
||||
@ -4143,10 +4377,14 @@ msgid ""
|
||||
"the upper right corner of the :guilabel:`Posts` page, beneath the search "
|
||||
"bar."
|
||||
msgstr ""
|
||||
"Hay cuatro opciones de vista diferentes para los datos en la página de "
|
||||
":guilabel:`Publicaciones`: *kanban*, *calendario*, *lista* y *tabla "
|
||||
"dinámica*. Estas se encuentran en la esquina superior derecha de la página "
|
||||
"de :guilabel:`Publicaciones`, debajo de la barra de búsqueda."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:218
|
||||
msgid "Kanban view"
|
||||
msgstr ""
|
||||
msgstr "Vista de kanban"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:220
|
||||
msgid ""
|
||||
@ -4154,15 +4392,21 @@ msgid ""
|
||||
"this page can be sorted even further, via the :guilabel:`Filters` and "
|
||||
":guilabel:`Group by` drop-down menu."
|
||||
msgstr ""
|
||||
"Odoo muestra las publicaciones en una vista de kanban de forma "
|
||||
"predeterminada. La información en esta página se puede clasificar con mas "
|
||||
"detalle gracias a los menús desplegables de :guilabel:`Filtros` y "
|
||||
":guilabel:`Agrupar por` ."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||||
msgid ""
|
||||
"Kanban view of the posts page in the Odoo Social Marketing application."
|
||||
msgstr ""
|
||||
"Vista de kanban de la página de publicaciones en la aplicación Marketing "
|
||||
"social de Odoo."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:227
|
||||
msgid "Calendar view"
|
||||
msgstr ""
|
||||
msgstr "Vista de calendario"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:229
|
||||
msgid ""
|
||||
@ -4171,14 +4415,21 @@ msgid ""
|
||||
"option provides a clear overview of any planned day, week, or month, and "
|
||||
"Odoo displays all drafted, scheduled, and published posts."
|
||||
msgstr ""
|
||||
"La opción de vista de calendario muestra una representación visual en un "
|
||||
"formato de calendario de cuándo se realizaron, o están programadas, las "
|
||||
"publicaciones. Esta opción proporciona una vista general clara de cualquier "
|
||||
"día, semana o mes planificado. Odoo muestra todas las publicaciones en "
|
||||
"borradores, programadas y publicadas."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||||
msgid "Example of the calendar view in Odoo Social Marketing."
|
||||
msgstr ""
|
||||
"Ejemplo de la vista de calendario en la aplicación de Marketing social de "
|
||||
"Odoo."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:237
|
||||
msgid "List view"
|
||||
msgstr "Vista de listado"
|
||||
msgstr "Vista de lista"
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:239
|
||||
msgid ""
|
||||
@ -4187,10 +4438,17 @@ msgid ""
|
||||
"layout. Each line of the list displays the :guilabel:`Social Accounts`, "
|
||||
":guilabel:`Message`, and :guilabel:`Status` of every post."
|
||||
msgstr ""
|
||||
"La opción de vista de lista es parecida a la de kanban, pero en lugar de "
|
||||
"bloques individuales, muestra toda la información de la publicación en un "
|
||||
"diseño de lista más despejado. Cada línea de la lista muestra las "
|
||||
":guilabel:`cuentas de redes sociales`, el :guilabel:`mensaje` y el "
|
||||
":guilabel:`estado` de cada publicación."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||||
msgid "View of the list option on the posts page in Odoo Social Marketing."
|
||||
msgstr ""
|
||||
"Vista de la opción de lista en la página de publicaciones en la aplicación "
|
||||
"Marketing social de Odoo."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:247
|
||||
msgid "Pivot view"
|
||||
@ -4201,10 +4459,15 @@ msgid ""
|
||||
"The pivot view option provides a fully customizable grid table, where "
|
||||
"different measures of data can be added and analyzed."
|
||||
msgstr ""
|
||||
"La opción de vista de tabla dinámica proporciona una tabla de cuadrícula "
|
||||
"personalizable en su totalidad, en ella puede agregar y analizar diferentes "
|
||||
"medidas de datos."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:0
|
||||
msgid "View of the pivot option on the posts page in Odoo Social Marketing."
|
||||
msgstr ""
|
||||
"Vista de la opción de tabla dinámica en la página de publicaciones en la "
|
||||
"aplicación Marketing social de Odoo."
|
||||
|
||||
#: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:256
|
||||
msgid ""
|
||||
@ -4638,7 +4901,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/surveys/create.rst:106
|
||||
msgid "Options tab"
|
||||
msgstr ""
|
||||
msgstr "Pestaña de opciones"
|
||||
|
||||
#: ../../content/applications/marketing/surveys/create.rst:108
|
||||
msgid ""
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -264,6 +264,6 @@ msgid ""
|
||||
"will avoid surprises when uninstalling or when receiving your invoices."
|
||||
msgstr ""
|
||||
"**Siempre pruebe la instalación/eliminación de una aplicación en un "
|
||||
"duplicado** (o en una base de datos de prueba gratuita): así podrá saber qué"
|
||||
" otras aplicaciones puede necesitar, etc. Así evitará sorpresas al "
|
||||
"desinstalar o al recibir sus facturas."
|
||||
"duplicado** (o en una base de datos de prueba gratuita): de esta forma podrá"
|
||||
" saber qué otras aplicaciones puede necesitar, etc. Así evitará sorpresas al"
|
||||
" desinstalar o al recibir sus facturas."
|
||||
|
@ -1298,7 +1298,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/ecommerce/managing_products/catalog.rst:38
|
||||
msgid ":doc:`products`"
|
||||
msgstr ""
|
||||
msgstr ":doc:`products`"
|
||||
|
||||
#: ../../content/applications/websites/ecommerce/managing_products/catalog.rst:43
|
||||
msgid "Browsing"
|
||||
@ -3488,10 +3488,10 @@ msgid ""
|
||||
"visitors to it using Geo IP."
|
||||
msgstr ""
|
||||
"En el siguiente campo, establezca un nombre para su nuevo sitio web y un "
|
||||
"nombre específico de dominio. Deje vacío para publicar su nuevo sitio web "
|
||||
"bajo el dominio predeterminado de su base de datos de Odoo. Después podrá "
|
||||
"establecer algunos grupos de países para redirigir a los visitantes mediante"
|
||||
" GeoIP."
|
||||
"nombre específico de dominio, déjelo vacío para publicar su nuevo sitio web "
|
||||
"bajo el dominio predeterminado de su base de datos de Odoo. Más adelante "
|
||||
"podrá establecer algunos grupos de países para redirigir a los visitantes "
|
||||
"mediante GeoIP."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/multi_website.rst:36
|
||||
msgid ""
|
||||
@ -3499,9 +3499,9 @@ msgid ""
|
||||
"purpose or audience than the first one. So feel free to go for a different "
|
||||
"theme!"
|
||||
msgstr ""
|
||||
"Después, seleccione un tema. Este nuevo sitio web puede tener un propósito o"
|
||||
" audiencia totalmente diferente al primero, por lo que puede usar otro tipo "
|
||||
"de tema."
|
||||
"Lo siguiente será seleccionar un tema. Este nuevo sitio web puede tener un "
|
||||
"propósito o audiencia totalmente diferente al primero, por lo que puede usar"
|
||||
" otro tipo de tema."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/multi_website.rst:40
|
||||
msgid ""
|
||||
@ -3871,13 +3871,13 @@ msgid ""
|
||||
"edit form. Empty means available in all websites."
|
||||
msgstr ""
|
||||
"Vimos anteriormente cómo publicar un registro específico en solo un sitio "
|
||||
"web. Puede encontrar el campo *sitio web* en la pestaña \"comercio "
|
||||
"web. Puede encontrar el campo \\*sitio web\\* en la pestaña \"comercio "
|
||||
"electrónico\" del formulario de edición del producto. Si está vacío "
|
||||
"significa que está disponible para todos los sitios web."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/multi_website.rst:249
|
||||
msgid "Products available on *some* websites"
|
||||
msgstr "Productos disponibles en *algunos* sitios web."
|
||||
msgstr "Productos disponibles en *algunos* sitios web"
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/multi_website.rst:251
|
||||
msgid ""
|
||||
@ -3895,12 +3895,12 @@ msgid ""
|
||||
" in your inventory. That way, any item sold from your website will be "
|
||||
"converted into the storable item in the delivery order."
|
||||
msgstr ""
|
||||
"Si necesita una referencia única para gestionar en su inventario, debe "
|
||||
"instalar *Fabricación* y crear LdM (listas de materiales) de tipo *kit*. "
|
||||
"Cada kit vinculará cada producto \"virtual\" publicado con la referencia "
|
||||
"principal que gestiona en su inventario. De esta forma, cualquier producto "
|
||||
"que venda en su sitio web se convertirá en un artículo almacenable en la "
|
||||
"orden de entrega."
|
||||
"Si necesita una referencia única para gestionar dentro de su inventario, "
|
||||
"debe instalar *Fabricación* y crear LdM (listas de materiales) de tipo "
|
||||
"*kit*. Cada kit vinculará cada producto \"virtual\" publicado con la "
|
||||
"referencia principal que gestiona en su inventario. De esta forma, cualquier"
|
||||
" producto que venda en su sitio web se convertirá en un artículo almacenable"
|
||||
" en la orden de entrega."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/multi_website.rst:261
|
||||
msgid "Pricelists"
|
||||
@ -3979,7 +3979,7 @@ msgid ""
|
||||
" make it work with multi websites:"
|
||||
msgstr ""
|
||||
"Si desea publicar objetos personalizados en el sitio web, le damos algunos "
|
||||
"consejos para que funcione en múltiples sitios web:"
|
||||
"consejos para que funcione en varios sitios web:"
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/multi_website.rst:306
|
||||
msgid "Sitemap: don’t forget the domain in the route to only publish"
|
||||
@ -3998,7 +3998,7 @@ msgid ""
|
||||
"*can_access_from_current_website* in the controller to make sure the visitor"
|
||||
" can see a record in the current website."
|
||||
msgstr ""
|
||||
"*can_access_from_current_website* en el controlador para garantizar que el "
|
||||
"*can_access_from_current_website* en el controlador para asegurar que el "
|
||||
"visitante pueda ver un registro en el sitio web actual."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/multi_website.rst:314
|
||||
@ -4009,7 +4009,7 @@ msgstr ""
|
||||
#: ../../content/applications/websites/website/configuration/multi_website.rst:313
|
||||
msgid "the domain to only display records available for the current website."
|
||||
msgstr ""
|
||||
"que el dominio solo muestre los registros disponibles en el sitio web."
|
||||
"el dominio para que solo muestre los registros disponibles en el sitio web."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:3
|
||||
msgid "Geo IP Installation (On-Premises Database)"
|
||||
@ -4026,8 +4026,7 @@ msgid ""
|
||||
"being used."
|
||||
msgstr ""
|
||||
"Tenga en cuenta que la instalación depende del sistema operativo y la "
|
||||
"distribución de su computadora. Asumiremos que se está utilizando un sistema"
|
||||
" operativo Linux."
|
||||
"distribución de su computadora. Asumiremos que utiliza Linux."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:15
|
||||
msgid "Install `geoip2 <https://pypi.org/project/geoip2/>`__ Python library"
|
||||
@ -4063,7 +4062,7 @@ msgstr ""
|
||||
"Si no puede o no desea localizar la base de datos geoip en "
|
||||
"``/usr/share/GeoIP/``, puede utilizar la opción ``-geoip-db``` de la "
|
||||
"interfaz de línea de comandos de Odoo. Esta opción toma la ruta absoluta al "
|
||||
"archivo de base de datos GeoIP y lo usa como base de datos GeoIP. Por "
|
||||
"archivo de base de datos GeoIP y la usa como base de datos GeoIP. Por "
|
||||
"ejemplo:"
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/on-premise_geo-ip-installation.rst:36
|
||||
@ -4184,8 +4183,7 @@ msgstr "Vaya a su sitio web."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/translate.rst:19
|
||||
msgid "Scroll to the bottom of the page to the **language menu**."
|
||||
msgstr ""
|
||||
"Desplácese hasta la parte inferior de la página al **menú de idioma**."
|
||||
msgstr "Diríjase a la parte inferior de la página al **menú de idioma**."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/translate.rst:20
|
||||
msgid "Click the language and select :guilabel:`Add a language`."
|
||||
@ -4228,8 +4226,8 @@ msgid ""
|
||||
"If the language of the visitor's browser is not installed on your website, "
|
||||
"the content is displayed in the default language."
|
||||
msgstr ""
|
||||
"Si el idioma del navegador del visitante no está instalado en su sitio web, "
|
||||
"el contenido se muestra en el idioma predeterminado."
|
||||
"El contenido se mostrará en el idioma predeterminado en caso de que el "
|
||||
"idioma del navegador del visitante no esté instalado en su sitio web."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/translate.rst:42
|
||||
msgid ""
|
||||
@ -4237,7 +4235,7 @@ msgid ""
|
||||
" –> Settings`, and select a language in the :guilabel:`Default` field."
|
||||
msgstr ""
|
||||
"Para definir un idioma predeterminado, vaya a :menuselection:`Sitio web –> "
|
||||
"Configuración –> Ajustes`, y seleccione un idioma en el campo "
|
||||
"Configuración –> Ajustes` y seleccione un idioma en el campo "
|
||||
":guilabel:`Predeterminado`."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/translate.rst:46
|
||||
@ -4260,9 +4258,9 @@ msgid ""
|
||||
"task bar to activate the **translation mode**."
|
||||
msgstr ""
|
||||
"Una vez que se han agregado los idiomas, puede traducir el contenido de su "
|
||||
"sitio web. Para ello, vaya a su sitio web, seleccione el idioma en el menú "
|
||||
"de idioma y haga clic en el botón :guilabel:`Traducir` en la parte derecha "
|
||||
"de la barra de tareas para activar el **modo de traducción**."
|
||||
"sitio web. Vaya a su sitio web, seleccione el idioma en el menú de idioma y "
|
||||
"haga clic en el botón :guilabel:`Traducir` en la parte derecha de la barra "
|
||||
"de tareas para activar el **modo de traducción**."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/translate.rst-1
|
||||
msgid "Translate button"
|
||||
@ -4302,11 +4300,11 @@ msgid ""
|
||||
"next to the text you want to translate (e.g., the product name) and add the "
|
||||
"translation."
|
||||
msgstr ""
|
||||
"Una vez que se instalaron los idiomas, también puede traducir algunos "
|
||||
"elementos (por ejemplo, el nombre y la descripción del producto) desde el "
|
||||
"backend (p. ej., en la plantilla del producto). Para ello, haga clic en el "
|
||||
"código de idioma (p. ej., :guilabel:`EN`) junto al texto que desea traducir "
|
||||
"(por ejemplo, el nombre del producto) y agregue la traducción."
|
||||
"Una vez que instaló los idiomas, también puede traducir algunos elementos "
|
||||
"(por ejemplo, el nombre y la descripción del producto) desde el backend (por"
|
||||
" ejemplo, en la plantilla del producto). Para ello, haga clic en el código "
|
||||
"de idioma (:guilabel:`EN` o el que corresponda) junto al texto que desea "
|
||||
"traducir (en este caso, el nombre del producto) y agregue la traducción."
|
||||
|
||||
#: ../../content/applications/websites/website/configuration/translate.rst:0
|
||||
msgid "Translate product-related items."
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -26,7 +26,7 @@ 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: 2022-10-04 12:53+0000\n"
|
||||
"Last-Translator: Jolien De Paepe, 2023\n"
|
||||
"Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n"
|
||||
@ -2183,8 +2183,8 @@ msgid ""
|
||||
"following keys needs to be set in the system parameters of the database:"
|
||||
msgstr ""
|
||||
"Pour forcer l'adresse email à partir de laquelle les emails sont envoyés, "
|
||||
"vous devez définir une combinaison des clés suivantes dans les paramètres de"
|
||||
" système de la base de données :"
|
||||
"vous devez définir une combinaison des clés suivantes dans les paramètres "
|
||||
"système de la base de données :"
|
||||
|
||||
#: ../../content/applications/general/email_communication/email_servers.rst:105
|
||||
msgid ""
|
||||
@ -2221,7 +2221,7 @@ msgid ""
|
||||
msgstr ""
|
||||
"Le champ peut être un nom de domaine ou une adresse email complète ou il "
|
||||
"peut rester vide. Si l'adresse email de l'expéditeur ne correspond pas à ce "
|
||||
"filtre défini, l'email sera encapsulé par les deux paramètres de système : "
|
||||
"filtre défini, l'email sera encapsulé par les deux paramètres système : "
|
||||
"`mail.default.from` et `mail.catchall.domain`."
|
||||
|
||||
#: ../../content/applications/general/email_communication/email_servers.rst:117
|
||||
@ -2233,7 +2233,7 @@ msgid ""
|
||||
"<notifications@mycompany.com>``."
|
||||
msgstr ""
|
||||
"Dans l'exemple suivant, l'adresse email d'origine est remplacée par la "
|
||||
"combinaison des deux paramètres de système (`mail.default.from` et "
|
||||
"combinaison des deux paramètres système (`mail.default.from` et "
|
||||
"`mail.catchall.domain`). Il s'agit de la configuration de notification par "
|
||||
"défaut dans Odoo : ``“Admin” <admin@example.com>`` => ``“Admin” "
|
||||
"<notifications@mycompany.com>``."
|
||||
@ -2352,8 +2352,8 @@ msgid ""
|
||||
"first outgoing email server (sorted by priority)."
|
||||
msgstr ""
|
||||
"Si cette requête ne renvoie aucun résultat, Odoo effectue une recherche de "
|
||||
"serveur de messagerie à l'aide du paramètre de système: `mail.default.from`."
|
||||
" Tout d'abord, l'adresse email indiquée tente de trouver un serveur de "
|
||||
"serveur de messagerie à l'aide du paramètre système: `mail.default.from`. "
|
||||
"Tout d'abord, l'adresse email indiquée tente de trouver un serveur de "
|
||||
"messagerie, puis le domaine tente de trouver une correspondance. Si aucun "
|
||||
"serveur de messagerie n'est trouvé, Odoo renvoie le premier serveur de "
|
||||
"messagerie sortant (trié par priorité)."
|
||||
@ -2658,6 +2658,84 @@ msgstr ""
|
||||
"Automatisation --> Actions planfiiées` et recherchez :guilabel:`Mail: "
|
||||
"Service Fetchmail`."
|
||||
|
||||
#: ../../content/applications/general/email_communication/email_servers.rst:276
|
||||
msgid "System parameters that prevent feedback loops"
|
||||
msgstr "Paramètres système qui préviennent les boucles de rétraction"
|
||||
|
||||
#: ../../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 ""
|
||||
"Deux paramètres système vous aident à prévenir des boucles de rétroaction "
|
||||
"dans Odoo. Ces paramètres ont été introduits dans Odoo 16 pour empêcher les "
|
||||
"alias de créer trop d'enregistrements et pour prévenir les boucles de "
|
||||
"rétroaction sur l'adresse email de réponse catchall. Ils se trouvent dans la"
|
||||
" base de données, mais pas dans les *Paramètres système*. Pour remplacer les"
|
||||
" valeurs par défaut suivantes, ils doivent être ajoutés."
|
||||
|
||||
#: ../../content/applications/general/email_communication/email_servers.rst:283
|
||||
msgid "The two system parameters are as follows:"
|
||||
msgstr "Les deux paramètres système sont les suivants :"
|
||||
|
||||
#: ../../content/applications/general/email_communication/email_servers.rst:285
|
||||
msgid "`mail.incoming.limit.period` (60 minutes by default)"
|
||||
msgstr "`mail.incoming.limit.period` (60 minutes par défaut)"
|
||||
|
||||
#: ../../content/applications/general/email_communication/email_servers.rst:286
|
||||
msgid "`mail.incoming.limit.alias` (5 by default)"
|
||||
msgstr "`mail.incoming.limit.alias` (5 par défaut)"
|
||||
|
||||
#: ../../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 ""
|
||||
"Ajoutez ces champs dans Odoo en activant d'abord le :ref:`mode développeur "
|
||||
"<developer-mode>`, et en allant ensuite à :menuselection:`Paramètres --> "
|
||||
"Menu technique --> Paramètres --> Paramètres système`. Modifiez la valeur de"
|
||||
" ces paramètres le cas échéant."
|
||||
|
||||
#: ../../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 ""
|
||||
"Lorsqu'un email arrive dans la base de données Odoo sur l'adresse email "
|
||||
"catchall ou sur n'importe quel alias, Odoo vérifie l'email reçu pendant la "
|
||||
"période indiquée dans le paramètre de système `mail.incoming.limit.period`. "
|
||||
"Si l'email reçu a été envoyé à un alias, Odoo vérifiera le paramètre système"
|
||||
" `mail.incoming.limit.alias` et déterminera la valeur et le nombre "
|
||||
"d'enregistrements que cet alias est autorisé à créer pendant la période "
|
||||
"donnée (valeur de `mail.incoming.limit.period`)."
|
||||
|
||||
#: ../../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 ""
|
||||
"De plus, lorsqu'un email arrive à l'adresse email catchall, Odoo vérifiera "
|
||||
"les emails reçus dans la base de données pendant la période donnée (telle "
|
||||
"que précisée par la valeur du paramètre système : "
|
||||
"`mail.incoming.limit.period`). Odoo déterminera ensuite si l'un des emails "
|
||||
"reçus correspond à ou aux emails reçus au cours de la période donnée et "
|
||||
"préviendra une boucle de rétroaction s'il détecte un email dupliqué."
|
||||
|
||||
#: ../../content/applications/general/email_communication/email_template.rst:3
|
||||
msgid "Email Templates"
|
||||
msgstr "Modèles d'emails"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -8,8 +8,8 @@
|
||||
# Laura Piraux <lap@odoo.com>, 2022
|
||||
# Fernanda Marques <fem@odoo.com>, 2022
|
||||
# Renaud de Colombel <rdecolombel@sgen.cfdt.fr>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# Cécile Collart <cco@odoo.com>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# Jolien De Paepe, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
@ -17,7 +17,7 @@ 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: 2023-06-02 08:43+0000\n"
|
||||
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Jolien De Paepe, 2023\n"
|
||||
"Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n"
|
||||
@ -2024,6 +2024,7 @@ msgid "Ensure that the server is configured."
|
||||
msgstr "Assurez-vous que le serveur est configuré."
|
||||
|
||||
#: ../../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 ":doc:`/applications/productivity/iot/config/connect`"
|
||||
|
||||
@ -2501,6 +2502,7 @@ msgstr ""
|
||||
"La configuration est faite, vous pouvez lancer votre nouvelle session PdV."
|
||||
|
||||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:3
|
||||
#: ../../content/applications/productivity/iot/config/windows_iot.rst:105
|
||||
msgid "Troubleshooting"
|
||||
msgstr "Aide au dépannage"
|
||||
|
||||
@ -2762,6 +2764,343 @@ msgstr ""
|
||||
"Le tiroir caisse doit être connecté à l'imprimante et la case à côté de "
|
||||
"*Tiroir caisse* doit être cochée dans la configuration du Point de Vente."
|
||||
|
||||
#: ../../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 "Périphériques"
|
||||
@ -4187,6 +4526,270 @@ msgstr ""
|
||||
"accéder dans **Connaissances**, même s'ils ont accès à l'article contenant "
|
||||
"la vue."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:3
|
||||
msgid "Articles management"
|
||||
msgstr "Gestion des articles"
|
||||
|
||||
#: ../../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 ""
|
||||
"La gestion efficace des articles est essentielle pour maximiser la valeur de"
|
||||
" vos ressources de connaissances, qu'il s'agisse de travailler sur un projet"
|
||||
" de recherche, d'étudier pour un examen ou de construire une base de données"
|
||||
" de connaissances pour votre entreprise. L'application Connaissances vous "
|
||||
"permet de gérer entièrement vos articles, de la :ref:`création "
|
||||
"<management/create>` à la :ref:`suppression <management/remove>`, en passant"
|
||||
" par le :ref:`partage <management/share>` et la :ref:`structure "
|
||||
"<management/structure>`."
|
||||
|
||||
#: ../../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 ""
|
||||
"Vous trouverez la plupart des outils de gestion des articles en cliquant sur"
|
||||
" le bouton ellipse vertical (:guilabel:`⋮`) à droite de la barre supérieure."
|
||||
" À partir de là, vous pouvez déplacer, verrouiller, supprimer ou dupliquer "
|
||||
"un article."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst-1
|
||||
msgid "Menu with tools for the management of articles"
|
||||
msgstr "Menu affichant les outils de gestion des articles"
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:18
|
||||
msgid "Creation, sharing, and removal of articles"
|
||||
msgstr "Création, partage et suppression d'articles"
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:23
|
||||
msgid "Creation"
|
||||
msgstr "Création"
|
||||
|
||||
#: ../../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 ""
|
||||
"Pour créer des articles, cliquez sur le bouton :guilabel:`+ Nouveau` à "
|
||||
"droite de la barre du haut ou sur le bouton :guilabel:`+` à côté d'une "
|
||||
"catégorie ou d'un autre article."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:29
|
||||
msgid ""
|
||||
"Create private articles quickly with the Alt/Option + C keyboard shortcut."
|
||||
msgstr ""
|
||||
"Créez rapidement des articles privés grâce au raccourci clavier Alt/Option +"
|
||||
" C."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:34
|
||||
msgid "Sharing"
|
||||
msgstr "Partage"
|
||||
|
||||
#: ../../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 ""
|
||||
"Vous pouvez partager des articles avec des utilisateurs internes ou "
|
||||
"externes. Pour ce faire, ouvrez le menu de partage en cliquant sur "
|
||||
":guilabel:`Partager` dans le menu supérieur droit des articles."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:40
|
||||
msgid "Invite users"
|
||||
msgstr "Inviter des utilisateurs"
|
||||
|
||||
#: ../../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 ""
|
||||
"Pour partager des articles avec des utilisateurs spécifiques (internes ou "
|
||||
"externes, tels qu'un partenaire ou un client), cliquez sur "
|
||||
":guilabel:`Inviter`. Cette opération ouvre une fenêtre contextuelle dans "
|
||||
"laquelle vous pouvez choisir l':guilabel:`Autorisation` :ref:`(c'est-à-dire,"
|
||||
" droits d'accès) <management/categories>` et saisir le nom ou l'email des "
|
||||
":guilabel:`Destinataires`."
|
||||
|
||||
#: ../../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 ""
|
||||
"Vous pouvez également empêcher un utilisateur spécifique d'accéder à "
|
||||
"l'article en sélectionnant l'autorisation :guilabel:`Pas d'accès`."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst-1
|
||||
msgid "pop-up window to invite users to access a Knowledge article"
|
||||
msgstr ""
|
||||
"Fenêtre contextuelle permettant d'inviter des utilisateurs à accéder à un "
|
||||
"article de Connaissances"
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:54
|
||||
msgid "Share online"
|
||||
msgstr "Partager en ligne"
|
||||
|
||||
#: ../../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 ""
|
||||
"Pour partager des articles **en ligne**, activez le bouton "
|
||||
":guilabel:`Partager sur internet`. Ceci génère un lien URL que tout le monde"
|
||||
" peut utiliser pour voir l'article."
|
||||
|
||||
#: ../../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 ""
|
||||
"En outre, le menu de partage affiche l'autorisation par défaut pour les "
|
||||
"membres internes, ainsi que tous les utilisateurs auxquels une autorisation "
|
||||
"spécifique a été accordée."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst-1
|
||||
msgid "Sharing menu with URL for online sharing and the list of members."
|
||||
msgstr ""
|
||||
"Menu de partage avec l'URL pour le partage en ligne et la liste des membres"
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:68
|
||||
msgid "Removal"
|
||||
msgstr "Suppression"
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:70
|
||||
msgid "To remove an article, you can either **delete** it or **archive** it."
|
||||
msgstr ""
|
||||
"Pour supprimer un article, vous pouvez soit le **supprimer**, soit "
|
||||
"l'**archiver**."
|
||||
|
||||
#: ../../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 ""
|
||||
"Pour supprimer un article, ouvrez-le et cliquez sur le bouton ellipse "
|
||||
"vertical :menuselection:`(⋮) --> Supprimer`. L'article est déplacé dans la "
|
||||
"corbeille pendant 30 jours avant d'être définitivement supprimé. Pour le "
|
||||
"restaurer, cliquez sur :guilabel:`Ouvrir la corbeille`, sélectionnez "
|
||||
"l'article et cliquez sur :guilabel:`Restaurer`."
|
||||
|
||||
#: ../../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 ""
|
||||
"Pour archiver des articles, cliquez sur :guilabel:`Rechercher`, sélectionnez"
|
||||
" le ou les articles et cliquez sur :menuselection:`Action --> Archiver --> "
|
||||
"Archiver`. Les articles archivés sont masqués dans le menu de recherche. "
|
||||
"Pour récupérer un article archivé, ajoutez un filtre personnalisé pour les "
|
||||
"afficher (:menuselection:`Rechercher --> Filtres --> Ajouter un filtre "
|
||||
"personnalisé` et définissez l'option :guilabel:`Actif` sur :guilabel:`est "
|
||||
"Non`). Ensuite, sélectionnez le ou les articles et allez à "
|
||||
":menuselection:`Action --> Désarchiver`."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:85
|
||||
msgid "Structure of articles"
|
||||
msgstr "Structure des articles"
|
||||
|
||||
#: ../../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 ""
|
||||
"Les articles sont organisés selon une structure hiérarchique dans laquelle "
|
||||
"l'article du dessus est un article parent et ceux du dessous sont des sous-"
|
||||
"articles. Cette structure permet de regrouper des articles apparentés."
|
||||
|
||||
#: ../../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 ""
|
||||
"Pour établir cette hiérarchie, créez de nouveaux articles en cliquant sur le"
|
||||
" bouton :guilabel:`+` à côté de l'article qui deviendra le parent ou "
|
||||
"déplacez des articles existants, soit en les glissant et déposant sous le "
|
||||
"futur parent ou en cliquant sur le bouton ellipse vertical (:guilabel:`⋮`), "
|
||||
"en cliquant sur :guilabel:`Déplacer vers` dans la boîte à outils et en "
|
||||
"sélectionnant l'article à utiliser comme parent."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:99
|
||||
msgid "Categories"
|
||||
msgstr "Catégories"
|
||||
|
||||
#: ../../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 ""
|
||||
"En outre, les articles sont répartis en quatre catégories qui figurent dans "
|
||||
"la barre latérale gauche. Ces catégories confèrent aux articles des **droits"
|
||||
" d'accès** par défaut."
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`Favoris` : Vous pouvez définir n'importe quel article auquel vous"
|
||||
" pouvez accéder comme favori. Pour ce faire, cliquez sur l'icône en forme "
|
||||
"d'étoile (:guilabel:`★`) dans le menu supérieur droit des articles. Le fait "
|
||||
"de marquer des articles comme **favoris** est propre à l'utilisateur et "
|
||||
"n'affecte pas les autres utilisateurs."
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`Espace de travail` : Les articles affichés dans cette catégorie "
|
||||
"sont disponibles à tous les utilisateurs internes. Ces utilisateurs ont le "
|
||||
"droit de lire, modifier ou partager ces articles."
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`Partagé` : Les articles affichés dans cette catégorie sont ceux "
|
||||
"qui vous partagez avec des utilisateurs internes, des utilisateurs externes "
|
||||
"ou qu'ils partagent avec vous."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst:111
|
||||
msgid ""
|
||||
":guilabel:`Private`: Articles displayed in that category are only available "
|
||||
"to you."
|
||||
msgstr ""
|
||||
":guilabel:`Privé` : Les articles affichés dans cette catégorie ne sont "
|
||||
"accessibles qu'à vous."
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/management.rst-1
|
||||
msgid "Categories displayed in the left sidebar of Odoo Knowledge"
|
||||
msgstr ""
|
||||
"Catégories affichées dans la barre latérale gauche d'Odoo Connaissances"
|
||||
|
||||
#: ../../content/applications/productivity/knowledge/properties.rst:3
|
||||
#: ../../content/applications/productivity/studio/fields.rst:453
|
||||
msgid "Properties"
|
||||
|
@ -23,7 +23,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Jolien De Paepe, 2023\n"
|
||||
"Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n"
|
||||
@ -115,7 +115,6 @@ 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 "Configuration"
|
||||
@ -8889,7 +8888,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3
|
||||
msgid "Discount and loyalty programs"
|
||||
msgstr "Remises et programmes de fidélité"
|
||||
msgstr "Programmes de remise et de fidélité"
|
||||
|
||||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5
|
||||
msgid ""
|
||||
@ -8901,7 +8900,7 @@ msgid ""
|
||||
msgstr ""
|
||||
"Les applications *Ventes*, *eCommerce* et *Point de Vente* d'Odoo permettent"
|
||||
" aux utilisateurs de créer des programmes de remise et de fidélité que les "
|
||||
"clients peuvent utiliser lors de leurs courses en ligne et en magasin. Ces "
|
||||
"clients peuvent utiliser lors de leur shopping en ligne et en magasin. Ces "
|
||||
"programmes proposent des options de prix plus variées, publiques et "
|
||||
"temporelles que les :doc:`listes de prix "
|
||||
"</applications/sales/sales/products_prices/prices/pricing>`."
|
||||
@ -8945,7 +8944,7 @@ msgid ""
|
||||
"scratch."
|
||||
msgstr ""
|
||||
"Si aucun programme de remise ou de fidélité n'a encore été créé, Odoo "
|
||||
"propose un choix de modèles pour voir aider à créer le premier programme. "
|
||||
"propose un choix de modèles pour vous aider à créer le premier programme. "
|
||||
"Choisissez l'une des cartes modèles ou cliquez sur :guilabel:`Nouveau` pour "
|
||||
"créer un nouveau programme à partir de zéro."
|
||||
|
||||
@ -8959,7 +8958,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1
|
||||
msgid "Discount and loyalty program template cards."
|
||||
msgstr "Cartes de modèles de programmes de remise et de fidélité."
|
||||
msgstr "Cartes modèles de programmes de remise et de fidélité."
|
||||
|
||||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35
|
||||
msgid ""
|
||||
@ -9112,8 +9111,8 @@ msgid ""
|
||||
":guilabel:`Coupons`: Generate and share single-use coupon codes that grant "
|
||||
"immediate access to rewards."
|
||||
msgstr ""
|
||||
":guilabel:`Bons de réduction` : Générez et partagez des bons de réduction à "
|
||||
"usage unique qui donnent un accès immédiat aux récompenses."
|
||||
":guilabel:`Bons de réduction` : Générez et partagez des codes promo à usage "
|
||||
"unique qui donnent un accès immédiat aux récompenses."
|
||||
|
||||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86
|
||||
msgid ""
|
||||
@ -9121,8 +9120,8 @@ msgid ""
|
||||
"that grant access to rewards on the customer's next order."
|
||||
msgstr ""
|
||||
":guilabel:`Bons de réduction pour la prochaine commande` : Générez et "
|
||||
"partagez des bons de réduction à usage unique qui donnent accès à des "
|
||||
"récompenses lors de la prochaine commande du client."
|
||||
"partagez des codes promo à usage unique qui donnent accès à des récompenses "
|
||||
"lors de la prochaine commande du client."
|
||||
|
||||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:88
|
||||
msgid ""
|
||||
@ -9224,7 +9223,7 @@ msgid ""
|
||||
msgstr ""
|
||||
":guilabel:`Quantité minimale` : Saisissez le nombre minimum de produits qui "
|
||||
"doivent être achetés pour accéder à la récompense. Définissez la quantité "
|
||||
"minimale à au moins `1` pour vous assurer que le client doit effectuer un "
|
||||
"minimale sur au moins `1` pour vous assurer que le client doit effectuer un "
|
||||
"achat pour accéder à la récompense."
|
||||
|
||||
#: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:123
|
||||
@ -12647,137 +12646,281 @@ msgstr "Plans d'abonnement"
|
||||
|
||||
#: ../../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."
|
||||
"*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 ""
|
||||
"Les plans d'abonnement sont des :doc:`modèles de devis "
|
||||
"<../sales/send_quotations/quote_template>` spécifiques aux **abonnements** "
|
||||
"utilisés pour préconfigurer les **plans** et **périodes de récurrence** "
|
||||
"sélectionnables pour configurer rapidement les devis."
|
||||
"Les *plans d'abonnement* sont des :doc:`modèles de devis "
|
||||
"</applications/sales/sales/send_quotations/quote_template>` utilisés pour "
|
||||
"préconfigurer des devis avec des produits d'abonnement. Utilisez des plans "
|
||||
"d'abonnement pour rapidement créer des commandes d'abonnement."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:10
|
||||
msgid "Configure subscription plans"
|
||||
msgstr "Configurer des plans d'abonnement"
|
||||
|
||||
#: ../../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."
|
||||
"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 ""
|
||||
"Pour créer un nouveau plan d'abonnement ou en éditer un existant, allez à "
|
||||
":menuselection:`Abonnements --> Configuration --> Plans` et cliquez sur "
|
||||
":guilabel:`Nouveau` ou sélectionnez un plan existant."
|
||||
"Pour configurer les plans d'abonnement, allez à :menuselection:`Abonnements "
|
||||
"--> Configuration --> Plans`. Cliquez ensuite sur :guilabel:`Nouveau` pour "
|
||||
"créer un nouveau plan ou sélectionnez un plan existant pour l'éditer."
|
||||
|
||||
#: ../../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 ""
|
||||
"Puisque l'application *Abonnements* d'Odoo est étroitement intégrée à "
|
||||
"l'application *Ventes*, les plans d'abonnement sont basés sur le même "
|
||||
"formulaire que les modèles de devis."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||||
msgid "Subscription plan (quotation template) configuration"
|
||||
msgstr "Configuration d'un plan d'abonnement (modèle de devis)"
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:18
|
||||
msgid "When creating a subscription plan, several options are available:"
|
||||
msgid "Subscription plan (quotation template) configuration form."
|
||||
msgstr ""
|
||||
"Lors de la création d'un plan d'abonnement, vous disposez de plusieurs "
|
||||
"options :"
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:20
|
||||
msgid "The **name** of the plan;"
|
||||
msgstr "Le **nom** du plan ;"
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:21
|
||||
msgid ""
|
||||
":guilabel:`Quotation expires after`: after how many days the quotation "
|
||||
"expires;"
|
||||
msgstr ""
|
||||
":guilabel:`Le devis expire après` : après combien de jours le devis expire ;"
|
||||
"Formulaire de configuration des plans d'abonnement (des modèles de devis)"
|
||||
|
||||
#: ../../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;"
|
||||
msgstr ""
|
||||
":guilabel:`Confirmation en ligne` : si la :guilabel:`Signature` ou le "
|
||||
":guilabel:`Paiement` du client confirme la commande. L'activation des deux "
|
||||
"options permet de laisser le choix au client ;"
|
||||
msgid "The subscription plan form contains the following options:"
|
||||
msgstr "Le formulaire de plan d'abonnement contient les options suivantes :"
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:24
|
||||
msgid ""
|
||||
":guilabel:`Confirmation Mail`: the **mail template** used for the order "
|
||||
"confirmation mail;"
|
||||
":guilabel:`Name`: Enter a name for the subscription plan at the top of the "
|
||||
"page."
|
||||
msgstr ""
|
||||
":guilabel:`Email de confirmation` : le **modèle d'email** utilisé pour "
|
||||
"l'email de confirmation de la commande ;"
|
||||
":guilabel:`Nom` : Donnez un nom au plan d'abonnement en haut de la page."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:25
|
||||
msgid ""
|
||||
":guilabel:`Recurrence`: the recurrence of **recurring products** used with "
|
||||
"this template."
|
||||
":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 ""
|
||||
":guilabel:`Récurrence` : la récurrence des **produits récurrents** utilisés "
|
||||
"avec ce modèle."
|
||||
":guilabel:`Le devis expire après` : Saisissez le nombre de jours après "
|
||||
"lesquels le devis expire, à partir du jour auquel le devis est envoyé au "
|
||||
"client. Laissez ce champ à zéro pour que le devis n'expire jamais."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:27
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
msgid ""
|
||||
"Selecting a :guilabel:`Recurrence` enables the following additional options:"
|
||||
":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 ""
|
||||
"La sélection d'une :guilabel:`Récurrence` active les options supplémentaires"
|
||||
" suivantes :"
|
||||
|
||||
#: ../../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**;"
|
||||
msgstr ""
|
||||
":guilabel:`Durée` : si les **produits récurrents** utilisés avec ce modèle "
|
||||
"n'ont pas de **date de fin**, ou s'ils ont une durée :guilabel:`fixe`. Si "
|
||||
"vous sélectionnez :guilabel:`fixe`, une option supplémentaire vous permet de"
|
||||
" sélectionner la **durée** ;"
|
||||
":guilabel:`Confirmation en ligne` : Cochez les cases à côté de "
|
||||
":guilabel:`Signature` ou :guilabel:`Paiement` pour permettre au client de "
|
||||
"confirmer leur commande d'abonnement en signant ou en payant le devis. "
|
||||
"Activez les deux options pour laisser le choix au client. Activez aucune "
|
||||
"option pour uniquement confirmer le devis dans le backend."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:32
|
||||
msgid ""
|
||||
":guilabel:`Self Closable`: if enabled, the **customer** can terminate their "
|
||||
"subscription from their **customer portal**;"
|
||||
":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 ""
|
||||
":guilabel:`Auto-résiliable` : si cette option est activée, le **client** "
|
||||
"peut résilier son abonnement depuis son **portail client** ;"
|
||||
":guilabel:`Email de confirmation` : Sélectionnez un :doc:`modèle d'email "
|
||||
"</applications/general/email_communication/email_template>` pour l'email de "
|
||||
"confirmation qui est envoyé automatiquement au client après la confirmation "
|
||||
"du devis. Laissez ce champ vide pour n'envoyer aucun email."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:34
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"To create a new email template, enter a name for the template, then click "
|
||||
":guilabel:`Create and edit`."
|
||||
msgstr ""
|
||||
":guilabel:`Résiliation automatique` : le nombre de jours après lesquels les "
|
||||
"abonnements **impayés** dont la date d'échéance est *dépassée* sont "
|
||||
"automatiquement résiliés ;"
|
||||
"Pour créer un nouveau modèle d'email, donnez un nom au modèle et cliquez sur"
|
||||
" :guilabel:`Créer et éditer`."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:36
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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 ""
|
||||
":guilabel:`Journal de facturation` : si cette option est activée, les "
|
||||
"abonnements avec ce modèle sont facturés dans le journal défini. S'il n'y en"
|
||||
" a pas, c'est le journal des ventes avec la séquence la plus basse qui est "
|
||||
"utilisé."
|
||||
"Pour éditer un modèle d'email existant, sélectionnez-en un dans le menu "
|
||||
"déroulant et cliquez sur la flèche du :guilabel:`lien interne` à la fin de "
|
||||
"la ligne."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:40
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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 ""
|
||||
"Sur chaque modèle, vous pouvez ajouter des :doc:`Conditions générales "
|
||||
"<../sales/send_quotations/terms_and_conditions>`. Si des **conditions "
|
||||
"générales** sont spécifiées sur un modèle, celles-ci seront utilisées à la "
|
||||
"place des **conditions générales** par défaut définies dans les paramètres "
|
||||
"de l'application **Ventes** (s'il y en a)."
|
||||
":guilabel:`Récurrence` : Sélectionnez la période de récurrence utilisée pour"
|
||||
" le plan. Les périodes de récurrence disponibles sont les mêmes que celles "
|
||||
"qui sont configurées dans :menuselection:`Abonnements --> Configuration --> "
|
||||
"Périodes de récurrence`."
|
||||
|
||||
#: ../../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 ""
|
||||
"La sélection d'une :guilabel:`Récurrence` transforme le modèle de devis en "
|
||||
"un plan d'abonnement et active les options supplémentaires suivantes :"
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`Durée` : Choisissez si le plan d'abonnement n'a pas de date de "
|
||||
"fin (:guilabel:`Pour toujours`) ou une durée :guilabel:`Fixe`."
|
||||
|
||||
#: ../../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 ""
|
||||
"Si la durée est définie sur :guilabel:`Pour toujours`, le plan d'abonnement "
|
||||
"sera renouvelé en permanence jusqu'à ce que soit le client, soit "
|
||||
"l'entreprise mette manuellement fin à l'abonnement."
|
||||
|
||||
#: ../../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 ""
|
||||
"Si la durée est :guilabel:`fixe`, choisissez une date à côté de "
|
||||
":guilabel:`Résilier après`, qui détermine le nombre de jours après lesquels "
|
||||
"l'abonnement sera automatiquement résilié."
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`Auto-résiliable` : Cochez cette case pour permettre au client de "
|
||||
"résilier lui-même son abonnement à partir du :doc:`portail client "
|
||||
"</applications/websites/ecommerce/ecommerce_management/customer_accounts>`."
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`Résiliation automatique` : Saisissez le nombre de jours après "
|
||||
"lesquels les abonnements *impayés* dont la date d'échéance est *dépassée* "
|
||||
"sont automatiquement résiliés."
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`Journal de facturation` : Sélectionnez le journal comptable dans "
|
||||
"lequel les factures relatives à ce plan d'abonnement sont enregistrées. "
|
||||
"Laissez ce champ vide pour utiliser le journal des ventes avec la séquence "
|
||||
"la plus basse."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||||
msgid "Terms and conditions of subscription plan"
|
||||
msgstr "Les conditions générales d'un plan d'abonnement"
|
||||
msgid "Subscription plan with Recurrence selected."
|
||||
msgstr "Un plan d'abonnement avec la récurrence sélectionnée."
|
||||
|
||||
#: ../../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 ""
|
||||
"Dans l'onglet :guilabel:`Lignes`, créez les lignes de commande pour le "
|
||||
"devis. Cliquez sur :guilabel:`Ajouter un produit`, sélectionnez un produit à"
|
||||
" inclure dans le plan et saisissez ensuite la :guilabel:`Quantité` et "
|
||||
"l':guilabel:`Unité de mesure`. Ajoutez autant de produits que vous le "
|
||||
"souhaitez aux lignes de commande."
|
||||
|
||||
#: ../../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 ""
|
||||
"Dans l'onglet :guilabel:`Produits optionnels`, saisissez tous les produits "
|
||||
"optionnels que le client peut ajouter à leur devis avant de confirmer la "
|
||||
"commande."
|
||||
|
||||
#: ../../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 ""
|
||||
"Si le plan d'abonnement a des :doc:`Conditions générales "
|
||||
"</applications/sales/sales/send_quotations/terms_and_conditions>` uniques, "
|
||||
"ajoutez-les dans l'onglet :guilabel:`Conditions générales`. Si les "
|
||||
"conditions générales sont précisées sur un plan, celles-ci seront utilisées "
|
||||
"au lieu des conditions générales par défaut définies dans les paramètres de "
|
||||
"l'application *Ventes*."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst-1
|
||||
msgid "Subscription plan Terms & Conditions tab."
|
||||
msgstr "L'onglet Conditions générales du plan d'abonnement."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:87
|
||||
msgid "Use subscription plans on quotations"
|
||||
msgstr "Utiliser les plans d'abonnement sur les devis"
|
||||
|
||||
#: ../../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 ""
|
||||
"Les devis pour les produits d'abonnement peuvent être créés à la fois dans "
|
||||
"l'application *Abonnements* et l'application *Ventes*."
|
||||
|
||||
#: ../../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 ""
|
||||
"À partir du tableau de bord des :guilabel:`Abonnements`, cliquez sur "
|
||||
":guilabel:`Nouveau` pour créer un nouveau devis. Sélectionnez ensuite un "
|
||||
"plan d'abonnement dans le champ :guilabel:`Plan d'abonnement`."
|
||||
|
||||
#: ../../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 ""
|
||||
"La :guilabel:`Récurrence`, les produits et les autres informations du plan "
|
||||
"sont automatiquement complétés. Le devis peut ensuite être modifié à votre "
|
||||
"guise."
|
||||
|
||||
#: ../../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 ""
|
||||
"À partir du tableau de bord des :guilabel:`Ventes`, cliquez sur "
|
||||
":guilabel:`Nouveau` pour créer un nouveau devis. Sélectionnez ensuite un "
|
||||
"plan d'abonnement dans le champ :guilabel:`Modèle de devis`."
|
||||
|
||||
#: ../../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 ""
|
||||
"Toutes les commandes d'abonnement apparaissent sur le tableau de bord des "
|
||||
":guilabel:`Abonnements`, qu'elles aient été créées dans l'application "
|
||||
"*Abonnements* ou dans l'application *Ventes*."
|
||||
|
||||
#: ../../content/applications/sales/subscriptions/products.rst:3
|
||||
msgid "Subscription products"
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -19,7 +19,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Roy Sayag, 2023\n"
|
||||
"Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n"
|
||||
@ -101,7 +101,6 @@ 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 "תצורה"
|
||||
@ -9384,99 +9383,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -15,7 +15,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Adi Sharashov <Adi@laylinetech.com>, 2023\n"
|
||||
"Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n"
|
||||
@ -62,7 +62,6 @@ 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 "תצורה"
|
||||
@ -859,6 +858,450 @@ msgid ""
|
||||
" :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"
|
||||
@ -884,7 +1327,6 @@ 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 ""
|
||||
|
||||
@ -2748,350 +3190,6 @@ msgid ""
|
||||
"</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 "פרויקט"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -5,6 +5,7 @@
|
||||
#
|
||||
# Translators:
|
||||
# Martin Trigaux, 2023
|
||||
# Bayu Indra Kusuma, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
msgid ""
|
||||
@ -13,7 +14,7 @@ msgstr ""
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-05-15 06:38+0000\n"
|
||||
"PO-Revision-Date: 2023-05-22 07:33+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Last-Translator: Bayu Indra Kusuma, 2023\n"
|
||||
"Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
@ -23,7 +24,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/hr.rst:5
|
||||
msgid "Human resources"
|
||||
msgstr ""
|
||||
msgstr "Manajemen Sumber Daya Manusia"
|
||||
|
||||
#: ../../content/applications/hr/attendances.rst:8
|
||||
msgid "Attendances"
|
||||
@ -43,7 +44,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:3
|
||||
msgid "Hardware"
|
||||
msgstr ""
|
||||
msgstr "Perangkat keras"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:6
|
||||
msgid "Kiosk management"
|
||||
@ -61,7 +62,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:12
|
||||
msgid "**Laptop and desktop PC**"
|
||||
msgstr ""
|
||||
msgstr "Laptop dan desktop PC"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:14
|
||||
msgid ""
|
||||
@ -72,7 +73,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:17
|
||||
msgid "**Tablet and mobile phone (Android or iOS)**"
|
||||
msgstr ""
|
||||
msgstr "Tablet dan mobile phone (Android dan iOS)"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:19
|
||||
msgid ""
|
||||
@ -111,11 +112,11 @@ msgstr ""
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:41
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:57
|
||||
msgid "An IoT box is **not** required."
|
||||
msgstr ""
|
||||
msgstr "sebuah kotak IoT **tidak** wajib"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:44
|
||||
msgid "Barcode scanners"
|
||||
msgstr ""
|
||||
msgstr "Pemindai Barcode"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:46
|
||||
msgid ""
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -12,7 +12,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n"
|
||||
@ -94,7 +94,6 @@ 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 "Konfigurasi"
|
||||
@ -9377,99 +9376,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -12,7 +12,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Indonesian (https://app.transifex.com/odoo/teams/41243/id/)\n"
|
||||
@ -59,7 +59,6 @@ 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 "Konfigurasi"
|
||||
@ -856,6 +855,450 @@ msgid ""
|
||||
" :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"
|
||||
@ -881,7 +1324,6 @@ 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 ""
|
||||
|
||||
@ -2745,350 +3187,6 @@ msgid ""
|
||||
"</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 "Proyek"
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -15,7 +15,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Ryoko Tsuda <ryoko@quartile.co>, 2023\n"
|
||||
"Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n"
|
||||
@ -97,7 +97,6 @@ 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 "コンフィグレーション"
|
||||
@ -9380,99 +9379,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -13,7 +13,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Ryoko Tsuda <ryoko@quartile.co>, 2023\n"
|
||||
"Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n"
|
||||
@ -60,7 +60,6 @@ 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 "コンフィグレーション"
|
||||
@ -857,6 +856,450 @@ msgid ""
|
||||
" :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"
|
||||
@ -882,7 +1325,6 @@ 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 ""
|
||||
|
||||
@ -2746,350 +3188,6 @@ msgid ""
|
||||
"</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 "プロジェクト"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -13,7 +13,7 @@ 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: 2022-10-04 12:53+0000\n"
|
||||
"Last-Translator: Sarah Park, 2023\n"
|
||||
"Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n"
|
||||
@ -2331,6 +2331,61 @@ msgstr ""
|
||||
"이 값은 :ref:`개발자 모드 <developer-mode>` 에서 변경할 수 있습니다. :menuselection:`설정 --> "
|
||||
"기술 --> 자동화 --> 예약된 작업`으로 이동하여 :guilabel:`Mail: 메일 가져오기 서비스`를 확인해보십시오."
|
||||
|
||||
#: ../../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 "이메일 양식"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -8,6 +8,7 @@
|
||||
# JH CHOI <hwangtog@gmail.com>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# Sarah Park, 2023
|
||||
# Daye Jeong, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
msgid ""
|
||||
@ -16,7 +17,7 @@ msgstr ""
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-05-02 14:02+0000\n"
|
||||
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Sarah Park, 2023\n"
|
||||
"Last-Translator: Daye Jeong, 2023\n"
|
||||
"Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
@ -3916,7 +3917,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/surveys/create.rst:94
|
||||
msgid "Conditional Display"
|
||||
msgstr ""
|
||||
msgstr "조건부 표시"
|
||||
|
||||
#: ../../content/applications/marketing/surveys/create.rst:96
|
||||
msgid ""
|
||||
@ -4103,7 +4104,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/marketing/surveys/create.rst:182
|
||||
msgid "Live Session"
|
||||
msgstr ""
|
||||
msgstr "실시간 세션"
|
||||
|
||||
#: ../../content/applications/marketing/surveys/create.rst:184
|
||||
msgid ""
|
||||
|
@ -4,17 +4,17 @@
|
||||
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
|
||||
#
|
||||
# Translators:
|
||||
# Martin Trigaux, 2023
|
||||
# Sarah Park, 2023
|
||||
# Martin Trigaux, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
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: 2023-06-02 08:43+0000\n"
|
||||
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Sarah Park, 2023\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
@ -1545,6 +1545,7 @@ 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 ""
|
||||
|
||||
@ -1907,6 +1908,7 @@ 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 ""
|
||||
|
||||
@ -2100,6 +2102,343 @@ msgid ""
|
||||
"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 "장치"
|
||||
@ -3229,6 +3568,192 @@ msgid ""
|
||||
"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 "생성"
|
||||
|
||||
#: ../../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 "재고 삭제"
|
||||
|
||||
#: ../../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 "카테고리"
|
||||
|
||||
#: ../../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"
|
||||
|
@ -13,7 +13,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n"
|
||||
@ -95,7 +95,6 @@ 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 "구성"
|
||||
@ -9378,99 +9377,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -12,7 +12,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Sarah Park, 2023\n"
|
||||
"Language-Team: Korean (https://app.transifex.com/odoo/teams/41243/ko/)\n"
|
||||
@ -61,7 +61,6 @@ msgid ":doc:`../../inventory_and_mrp/inventory`"
|
||||
msgstr ":doc:`../../inventory_and_mrp/inventory`"
|
||||
|
||||
#: ../../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 "구성"
|
||||
@ -971,6 +970,451 @@ msgid ""
|
||||
msgstr ""
|
||||
"고객이 포털을 통해서 이용할 경우에는 :menuselection:`내 계정 --> 상담`에서 본인 상담 항목을 확인할 수 있습니다."
|
||||
|
||||
#: ../../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 ""
|
||||
":doc:`/applications/inventory_and_mrp/inventory/management/products/uom`"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/overview.rst:5
|
||||
#: ../../content/applications/services/timesheets/overview.rst:5
|
||||
msgid "Overview"
|
||||
@ -999,7 +1443,6 @@ 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 "설정"
|
||||
|
||||
@ -3174,404 +3617,6 @@ msgstr ""
|
||||
":doc:`고객쪽에서 상담을 종료할 수 있도록 허용 "
|
||||
"</applications/services/helpdesk/advanced/close_tickets>`"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice.rst:5
|
||||
msgid "Timesheet and Invoice"
|
||||
msgstr "작업시간표 및 청구서"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Prepaid Support Services)"
|
||||
msgstr "상담 소요 시간에 대한 청구서(선불 지원 서비스)"
|
||||
|
||||
#: ../../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 ""
|
||||
"선불 지원 서비스로 진행할 수 있도록 선택할 수 있습니다. 즉, 판매주문서와 청구서를 발행하여 서비스가 종료되면 소요된 시간을 공제할 수"
|
||||
" 있습니다. Odoo 애플리케이션들은 완전히 통합되어 있어서 고객들의 요구에 더욱 빠르게 대응할 수 있기에 가능한 일입니다. "
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:14
|
||||
msgid "Step 1: Set up a helpdesk team"
|
||||
msgstr "1단계: 헬프데스크 팀 구성"
|
||||
|
||||
#: ../../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 ""
|
||||
":menuselection:`헬프데스크 --> 구성 --> 헬프데스크 팀`에서 팀을 새로 만들거나 기존 팀 항목을 수정하여 *상담 "
|
||||
"작업시간표* 및 *작업시간 재청구* 기능을 활성화합니다."
|
||||
|
||||
#: ../../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 ""
|
||||
"*상담 작업시간표*에서 프로젝트를 선택하거나 새로 생성합니다. 선택/생성된 항목에는 기본적으로 직원 작업시간표가 탑재되어 있습니다. 다만"
|
||||
" 최종 수정은 각 상담 건별로 할 수 있습니다. "
|
||||
|
||||
#: ../../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 "상담 작업시간표와 Odoo 헬프데스크의 작업시간재청구 기능이 강조되어 있는 헬프데스크 팀 설정 페이지 화면"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:28
|
||||
msgid "Step 2: Set up a service"
|
||||
msgstr "2단계: 서비스 설정"
|
||||
|
||||
#: ../../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 ""
|
||||
":menuselection:`판매 --> 구성 --> 설정`으로 이동하여 *측정 단위*를 활성화시키면 선택 항목인 *시간* (예를 들어)"
|
||||
" 을 서비스 측정 단위로 선택할 수 있습니다."
|
||||
|
||||
#: ../../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 ""
|
||||
"그런 다음 :menuselection:`판매 --> 품목 --> 품목`으로 이동하여 새로운 항목을 생성하거나 기존 내용을 편집하여 *품목"
|
||||
" 유형*을 *서비스*로 설정합니다."
|
||||
|
||||
#: ../../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 "Odoo 판매의 품목 유형 및 측정 단위 필드가 강조되어 있는 품목 양식 화면"
|
||||
|
||||
#: ../../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 "이제 *판매* 탭에서 진행하려면 청구서 관리 항목을 선택하십시오. 다음과 같이 구성하시는 것을 권장합니다."
|
||||
|
||||
#: ../../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 "Odoo Sales의 판매 탭 아래에 있는 품목 양식 및 청구서 발행 옵션 화면"
|
||||
|
||||
#: ../../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 ""
|
||||
"이렇게 설정하게 되면 판매주문서 상에 있는 예상 시간만큼 고객에서 청구서를 발행할 수 있게 됩니다. 즉, 시간이 단축되거나 추가되는 "
|
||||
"경우는 고려하지 않습니다. 또한 판매주문서에서 확정이 될 때마다 적합한 프로젝트 하에서 새로운 작업을 생성하여 프로세스를 자동화하게 "
|
||||
"됩니다. "
|
||||
|
||||
#: ../../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 ""
|
||||
"이처럼 플로우 예시에서 보시는 것과 같이 프로젝트를 특정하여 설정해놓으시는 것을 추천합니다. 중요한 점은 상담 소요 시간을 다시 "
|
||||
"청구하시는 경우에는, 해당 프로젝트 또는 작업에 판매주문서 항목이 설정되어 있어야 한다는 것입니다."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:58
|
||||
msgid "Prevision an invoice and record time"
|
||||
msgstr "청구서 예측 및 시간 기록"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:61
|
||||
msgid "Step 1: Place an order"
|
||||
msgstr "1단계: 주문하기"
|
||||
|
||||
#: ../../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 ""
|
||||
":menuselection:`판매 --> 주문서 --> 주문서`로 이동하여 고객 상담을 진행하기 위하여 이전에 헬프데스크 서비스 품목으로"
|
||||
" 설정해놓은 항목을 생성합니다. 고객 지원에 필요할 주문서를 *확정*하십시오."
|
||||
|
||||
#: ../../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 "Odoo 판매의 주문 내역이 강조되어 있는 판매주문서 화면"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:72
|
||||
msgid "Step 2: Invoice the customer"
|
||||
msgstr "2단계: 고객에게 청구서 발행하기"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:74
|
||||
msgid "In *Sales*, select the respective sales order to *Create Invoice*."
|
||||
msgstr "*판매*에서 *청구서 생성*을 진행할 판매주문서를 선택합니다."
|
||||
|
||||
#: ../../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 "Odoo 판매에서 청구서 생성 버튼이 강조되어 있는 판매주문서 화면"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:82
|
||||
msgid "Step 3: Link the task to the ticket"
|
||||
msgstr "3단계: 상담으로 작업 연결하기"
|
||||
|
||||
#: ../../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 "이제 *헬프데스크*에서 해당되는 상담 건을 생성하거나 편집하여 판매주문서 확정을 통해서 생성한 작업으로 연결시킵니다."
|
||||
|
||||
#: ../../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 "Odoo 헬프데스크에서 현장 작업이 강조되어 있는 헬프데스크 상담 건 화면"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:92
|
||||
msgid "Step 4: Record the time spent"
|
||||
msgstr "4단계: 소요 시간 기록하기"
|
||||
|
||||
#: ../../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 "해당 헬프데스크 상담 건에 대해서, *작업시간표* 탭에서 계속하여 작업 시간을 기록합니다. "
|
||||
|
||||
#: ../../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 "Odoo 헬프데스크에서 작업시간표 탭을 강조되어 있는 헬프데스크 상담 화면"
|
||||
|
||||
#: ../../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 "상담 양식에 기록된 시간은 판매주문의 *배송 완료* 열에 표시되는 점을 확인하시기 바랍니다. "
|
||||
|
||||
#: ../../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 "Odoo 판매에서 배송 완료 열이 강조되어 있는 판매주문서 화면"
|
||||
|
||||
#: ../../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 "상담 건에 시간이 기록되면 *작업시간표*와 관련 작업에 자동으로 표시됩니다."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:111
|
||||
msgid ":doc:`reinvoice_from_project`"
|
||||
msgstr ":doc:`reinvoice_from_project`"
|
||||
|
||||
#: ../../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 ""
|
||||
":doc:`/applications/inventory_and_mrp/inventory/management/products/uom`"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Postpaid Support Services)"
|
||||
msgstr "상담 소요 시간 청구서 (후불 지원 서비스)"
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`작업시간표`를 통합하여 클라이언트에게 청구하는 방식과 청구 내역에 대해 구체적으로 안내할 수 있도록 더욱 조직적으로 "
|
||||
"투명하게 관리할 수 있습니다. "
|
||||
|
||||
#: ../../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 ""
|
||||
"Odoo에서 헬프데스크 상담원은 상담을 통해 작업시간표를 기록할 수 있습니다. 상담이 완료되면 상담 소요 시간에 대하여 고객에게 비용을 "
|
||||
"청구할 수 있습니다. 정확한 내용을 청구할 수 있도록 Odoo는 상담 작업시간표에서 내용을 가져옵니다."
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`작업시간표` 기능을 사용하려면 :menuselection:`헬프데스크 --> 구성 --> 헬프데스크 팀`으로 이동하여"
|
||||
" 헬프데스크 팀을 선택한 다음 :guilabel:`편집t`을 클릭하십시오. 그 다음 :guilabel:`작업시간표` 및 "
|
||||
":guilabel:`시간 청구` 옵션을 활성화합니다. :guilabel:`저장`을 클릭하여 변경 사항을 헬프데스크 팀 설정에 적용합니다."
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`작업시간표` 기능이 활성화되면, :guilabel:`작업시간표` 아래에 :guilabel:`프로젝트` 드롭다운 옵션이"
|
||||
" 나타납니다. :guilabel:`프로젝트` 드롭다운 옵션은 Odoo에서 헬프데스크 팀용으로 만들어져 있는 프로젝트로 자동 설정됩니다. "
|
||||
"선택한 프로젝트에 상담 작업시간표가 저장됩니다. "
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:26
|
||||
msgid "Create a sales order"
|
||||
msgstr "판매주문서 생성하기"
|
||||
|
||||
#: ../../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 ""
|
||||
"파이프라인으로 상담이 들어오게 되면 :menuselection:`판매 --> 만들기`로 이동합니다. 그런 다음 새 견적서의 "
|
||||
":guilabel:`고객` 필드에 상담 고객을 추가하십시오. :guilabel:`주문 내역` 탭에 있는 헬프데스크 상담 건에 소요 시간에"
|
||||
" 대해 고객에게 청구할 수 있도록 품목을 생성하거나 선택합니다. "
|
||||
|
||||
#: ../../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 ""
|
||||
"판매주문서 양식에서 새로운 품목을 생성하는 경우, 먼저 :guilabel:`품목`열에 이름을 입력하여 품목명을 지정합니다. 그 후 "
|
||||
":guilabel:`생성 후 편집하기`를 클릭하십시오."
|
||||
|
||||
#: ../../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 ""
|
||||
"먼저 :guilabel:`일반 정보` 탭에서 :guilabel:`품목 유형`을 :guilabel:`서비스`로 설정하고 "
|
||||
":guilabel:`판매 가격`을 헬프데스크 상담원의 서비스 요율로 설정하십시오. 그런 다음 :guilabel:`청구 정책`을 "
|
||||
":guilabel:`작업시간표 기준`으로 설정하십시오. 마지막으로 :guilabel:`저장`을 클릭하여 새로운 품목을 생상하여 견적서에 "
|
||||
"추가합니다. "
|
||||
|
||||
#: ../../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 "품목 추가를 완료하여 견적서를 판매주문서로 전환시키려면 :guilabel:`확정`을 클릭합니다."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst-1
|
||||
msgid "Create a sales order and add a product."
|
||||
msgstr "판매주문서를 생성하여 품목을 추가합니다."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:48
|
||||
msgid "Record a timesheet"
|
||||
msgstr "작업시간표 기록하기"
|
||||
|
||||
#: ../../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 ""
|
||||
"작업시간표를 기록하려면, :guilabel:`헬프데스크` 현황판으로 이동하여 팀 카드에서 :guilabel:`상담`을 클릭한 후 해당하는"
|
||||
" 상담 건을 검색하여 헬프데스크 상담 항목으로 이동하십시오. 그런 다음 :guilabel:`편집`을 클릭하여 "
|
||||
":guilabel:`작업시간표` 탭에서 상담에 소요된 시간을 입력합니다. "
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst-1
|
||||
msgid "Record time spent on a ticket."
|
||||
msgstr "상담에 소요된 시간을 기록하십시오."
|
||||
|
||||
#: ../../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 "상담 업무의 작업시간표는 판매주문서 작성 전후로 순서와 무관하게 기록할 수 있습니다. "
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:64
|
||||
msgid "Link the Helpdesk ticket to the SO"
|
||||
msgstr "헬프데스크 상담 건을 SO로 연결하기"
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`판매주문서`를 상담에 연결시키려면 가장 먼저 상담 양식에서 :guilabel:`편집`을 클릭합니다. 다음으로, "
|
||||
":guilabel:`판매주문서 아이템` 드롭다운 메뉴에서 기존에 생성되어 있는 :guilabel:`판매주문서`를 선택합니다. "
|
||||
"Odoo에서는 상담 고객과 연결되어 있는 판매주문서만 옵션 자동 필터로 표시됩니다. 마지막으로 :guilabel:`저장`을 클릭하여 "
|
||||
"상담과 :guilabel:`판매주문서 아이템`을 연결시킵니다."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst-1
|
||||
msgid "Link the SO item to the ticket."
|
||||
msgstr "SO 항목을 상담에 연결시킵니다."
|
||||
|
||||
#: ../../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 ":guilabel:`판매주문서 아이템`은 작업시간표 기록 전후로 순서와 무관하게 상담에 연결시킬 수 있습니다. "
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:81
|
||||
msgid "Modify billing rates"
|
||||
msgstr "청구서 요율 수정하기"
|
||||
|
||||
#: ../../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 ""
|
||||
"작업시간표 기록이 완료되었으나 해당 시간에 대해서 상담원이 고객에게 청구하지 않는 경우에는, `작업시간표` 탭으로 이동하여 `판매주문서 "
|
||||
"아이템` 열의 검토가 가능하도록 토글을 켭니다. 작업시간표에서 내용을 입력할 때 미청구 항목에 대해서는 :guilabel:`작업시간표 "
|
||||
"항목` 필드를 비워두어야만 합니다."
|
||||
|
||||
#: ../../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 ""
|
||||
"상담원이 작업시간 항목에서 요율을 다르게 부과하려는 경우, 먼저 새로운 요율이 가격이 책정되어 있는 연결 :abbr:`SO "
|
||||
"(판매주문서)'에 새 품목을 추가합니다. 그런 다음 작업시간표 항목의 :guilabel:`판매주문서 아이템` 필드에서 신규 품목을 "
|
||||
"선택합니다."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:93
|
||||
msgid "Create the invoice"
|
||||
msgstr "청구서 생성하기"
|
||||
|
||||
#: ../../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 ""
|
||||
"헬프데스크 상담이 완료되어 클라이언트에게 작업 시간 청구를 하려면, 상담 양식에 있는 :guilabel:`판매주문서` 스마트 버튼을 "
|
||||
"클릭하여 판매주문서으로 이동합니다. :guilabel:`배송 완료` 열 내용은 상담 작업시간표에 기록되어 있는 시간과 일치해야 합니다. "
|
||||
"관련된 정보를 확인하여 입력한 후 :guilabel:`청구서 생성`을 클릭하여 클라이언트에게 상담 소요 시간에 대하여 청구합니다. "
|
||||
"Odoo에서 고객에게 전송할 청구서를 자동으로 생성하여 헬프데스크 상담을 공식적으로 종료할 수 있습니다."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:103
|
||||
msgid ":doc:`invoice_time`"
|
||||
msgstr ":doc:`invoice_time`"
|
||||
|
||||
#: ../../content/applications/services/project.rst:8
|
||||
msgid "Project"
|
||||
msgstr "프로젝트"
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -18,7 +18,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Erwin van der Ploeg <erwin@odooexperts.nl>, 2023\n"
|
||||
"Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n"
|
||||
@ -107,7 +107,6 @@ 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 "Configuratie"
|
||||
@ -9482,99 +9481,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -13,7 +13,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n"
|
||||
@ -62,7 +62,6 @@ 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 "Configuratie"
|
||||
@ -867,6 +866,451 @@ msgid ""
|
||||
" :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 ""
|
||||
":doc:`/applicaties/inventaris_and_mrp/inventaris/beheer/producten/uom`"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/overview.rst:5
|
||||
#: ../../content/applications/services/timesheets/overview.rst:5
|
||||
msgid "Overview"
|
||||
@ -898,7 +1342,6 @@ 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 "Opgericht"
|
||||
|
||||
@ -2783,394 +3226,6 @@ msgid ""
|
||||
"</applications/services/helpdesk/advanced/close_tickets>`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice.rst:5
|
||||
msgid "Timesheet and Invoice"
|
||||
msgstr "Urenstaat en factuur"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Prepaid Support Services)"
|
||||
msgstr "Factuurtijd besteed aan tickets (Prepaid Support Services)"
|
||||
|
||||
#: ../../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 ""
|
||||
"De mogelijkheid hebben om met prepaid-ondersteuningsservices te werken, wat "
|
||||
"betekent dat een verkooporder en een bijbehorende factuur worden uitgegeven "
|
||||
"en, zodra de service is voltooid, u de bestede tijd kunt aftrekken. Odoo "
|
||||
"laat het gebeuren omdat de applicaties volledig geïntegreerd zijn, wat "
|
||||
"resulteert in snellere reacties op uw klantbehoeften."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:14
|
||||
msgid "Step 1: Set up a helpdesk team"
|
||||
msgstr "Stap 1: Stel een helpdeskteam in"
|
||||
|
||||
#: ../../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 ""
|
||||
"Ga naar :menuselection:`Helpdesk --> Configuratie --> Helpdesk Teams`, maak "
|
||||
"of bewerk een bestaand team, en activeer *Timesheet op Ticket* en *Time "
|
||||
"Reinvoicing*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Selecteer of maak een project aan onder *Timesheet op Ticket*. De "
|
||||
"geselecteerde/gecreëerde is degene waarop de werknemersrooster standaard is "
|
||||
"ingeschakeld. Het kan echter uiteindelijk op elk ticket worden gewijzigd."
|
||||
|
||||
#: ../../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 "Stap 2: Stel een dienst in"
|
||||
|
||||
#: ../../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 ""
|
||||
"Ga naar :menuselection:`Verkoop --> Configuratie --> Instellingen` en "
|
||||
"schakel *Maateenheden* in om optioneel *uren* (bijvoorbeeld) te kunnen "
|
||||
"kiezen als maateenheid van uw dienst."
|
||||
|
||||
#: ../../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 ""
|
||||
"Ga dan naar :menuselection:`Verkoop --> Producten --> Producten`, maak of "
|
||||
"bewerk een bestaande en stel het *Producttype* in als *Service*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Selecteer nu het facturatiebeheer dat u wilt hebben op het tabblad "
|
||||
"*Verkoop*. We raden de volgende configuratie aan:"
|
||||
|
||||
#: ../../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 ""
|
||||
"Deze configuratie zorgt ervoor dat de klant wordt gefactureerd op basis van "
|
||||
"het aantal uren dat is voorspeld in de verkooporder, wat betekent dat er "
|
||||
"geen rekening wordt gehouden met minder of extra uren. Het zorgt er ook voor"
|
||||
" dat elke keer dat een verkooporder wordt bevestigd, er een nieuwe taak "
|
||||
"wordt aangemaakt onder het juiste project, waardoor het proces wordt "
|
||||
"geautomatiseerd."
|
||||
|
||||
#: ../../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 ""
|
||||
"We raden aan om een specifiek project op te zetten, zoals voor dit "
|
||||
"stroomvoorbeeld is gedaan. Het belangrijkste om te onthouden is dat het "
|
||||
"verkooporderitem moet worden ingesteld op het bijbehorende project of de "
|
||||
"bijbehorende taak, om de tijd die aan een ticket is besteed, opnieuw te "
|
||||
"factureren."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:58
|
||||
msgid "Prevision an invoice and record time"
|
||||
msgstr "Een factuur vooruitzien en tijd opnemen"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:61
|
||||
msgid "Step 1: Place an order"
|
||||
msgstr "Stap 1: Plaats een bestelling"
|
||||
|
||||
#: ../../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 ""
|
||||
"Ga naar :menuselection:`Verkoop --> Bestellingen --> Bestellingen` en maak "
|
||||
"er een aan voor het helpdesk-serviceproduct dat u eerder hebt ingesteld, met"
|
||||
" de klant die het ticket moet openen. Stel het aantal uren in dat nodig is "
|
||||
"om de klant te helpen en *Bevestig* de bestelling."
|
||||
|
||||
#: ../../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 "Stap 2: Factureer de klant"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:74
|
||||
msgid "In *Sales*, select the respective sales order to *Create Invoice*."
|
||||
msgstr ""
|
||||
"Selecteer in *Verkoop* de respectieve verkooporder om *Factuur aan te "
|
||||
"maken*."
|
||||
|
||||
#: ../../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 "Stap 3: Koppel de taak aan het ticket"
|
||||
|
||||
#: ../../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 ""
|
||||
"Maak of bewerk nu in *Helpdesk* het betreffende ticket en koppel het aan de "
|
||||
"taak die is aangemaakt door de bevestiging van de verkooporder."
|
||||
|
||||
#: ../../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 "Stap 4: Noteer de bestede tijd"
|
||||
|
||||
#: ../../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 ""
|
||||
"Noteer nog steeds op het betreffende helpdeskticket de gepresteerde uren "
|
||||
"onder het tabblad *Timesheets*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Houd er rekening mee dat de uren die op het ticketformulier zijn "
|
||||
"geregistreerd, worden weergegeven in de kolom *Geleverd* in de verkooporder."
|
||||
|
||||
#: ../../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 ""
|
||||
"De op het ticket geregistreerde uren worden automatisch weergegeven in "
|
||||
"*Timesheets* en op de toegewezen taak."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:111
|
||||
msgid ":doc:`reinvoice_from_project`"
|
||||
msgstr ":doc:`reinvoice_from_project`"
|
||||
|
||||
#: ../../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 ""
|
||||
":doc:`/applicaties/inventaris_and_mrp/inventaris/beheer/producten/uom`"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Postpaid Support Services)"
|
||||
msgstr "Factuurtijd besteed aan tickets (Postpaid Support Services)"
|
||||
|
||||
#: ../../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 "Project"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -19,7 +19,7 @@ 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: 2022-10-04 12:53+0000\n"
|
||||
"Last-Translator: Layna Nascimento, 2023\n"
|
||||
"Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n"
|
||||
@ -2058,6 +2058,61 @@ msgid ""
|
||||
" 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 "Modelos de E-mail"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -8,20 +8,20 @@
|
||||
# Marcos Rodrigues, 2023
|
||||
# grazziano <gra.negocia@gmail.com>, 2023
|
||||
# Luis Felipe Miléo <mileo@kmee.com.br>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# Marcel Savegnago <marcel.savegnago@gmail.com>, 2023
|
||||
# Éder Brito <britoederr@gmail.com>, 2023
|
||||
# Layna Nascimento, 2023
|
||||
# Kevilyn Rosa, 2023
|
||||
# Martin Trigaux, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
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: 2023-06-02 08:43+0000\n"
|
||||
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Kevilyn Rosa, 2023\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
@ -1666,6 +1666,7 @@ 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 ""
|
||||
|
||||
@ -2050,6 +2051,7 @@ msgstr ""
|
||||
"A configuração está concluída, você pode iniciar uma nova sessão de PDV."
|
||||
|
||||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:3
|
||||
#: ../../content/applications/productivity/iot/config/windows_iot.rst:105
|
||||
msgid "Troubleshooting"
|
||||
msgstr "Solução de problemas"
|
||||
|
||||
@ -2310,6 +2312,343 @@ msgstr ""
|
||||
"O sacador deve ser conectado à impressora e a caixa de seleção *Retirador* "
|
||||
"deve ser assinalada na configuração do PDV."
|
||||
|
||||
#: ../../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 "Dispositivos"
|
||||
@ -3561,6 +3900,192 @@ msgid ""
|
||||
"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 "Criação"
|
||||
|
||||
#: ../../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 "Remoção"
|
||||
|
||||
#: ../../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 "Categorias"
|
||||
|
||||
#: ../../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"
|
||||
|
@ -19,7 +19,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n"
|
||||
@ -111,7 +111,6 @@ 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 "Configuração"
|
||||
@ -10563,99 +10562,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -4,8 +4,8 @@
|
||||
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
|
||||
#
|
||||
# Translators:
|
||||
# Luis Felipe Miléo <mileo@kmee.com.br>, 2023
|
||||
# Marcos Rodrigues, 2023
|
||||
# Luis Felipe Miléo <mileo@kmee.com.br>, 2023
|
||||
# Marcel Savegnago <marcel.savegnago@gmail.com>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
#
|
||||
@ -14,7 +14,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Portuguese (Brazil) (https://app.transifex.com/odoo/teams/41243/pt_BR/)\n"
|
||||
@ -63,7 +63,6 @@ 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 "Configuração"
|
||||
@ -868,6 +867,450 @@ msgid ""
|
||||
" :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 ":doc:`/aplicações/inventário_e_mrp/inventário/gestão/produtos/uom`"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/overview.rst:5
|
||||
#: ../../content/applications/services/timesheets/overview.rst:5
|
||||
msgid "Overview"
|
||||
@ -899,7 +1342,6 @@ 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 "Configurar"
|
||||
|
||||
@ -2785,390 +3227,6 @@ msgid ""
|
||||
"</applications/services/helpdesk/advanced/close_tickets>`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice.rst:5
|
||||
msgid "Timesheet and Invoice"
|
||||
msgstr "Folha de horas de trabalho e fatura"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Prepaid Support Services)"
|
||||
msgstr "Tempo gasto na fatura de ingressos (Serviços de suporte pré-pago)"
|
||||
|
||||
#: ../../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 ""
|
||||
"Tenha a opção de trabalhar com serviços de suporte pré-pagos, o que "
|
||||
"significa que uma ordem de venda e uma fatura correspondente são emitidas e,"
|
||||
" uma vez terminado o serviço, você pode deduzir o tempo gasto. Odoo permite "
|
||||
"que isso aconteça porque as aplicações são totalmente integradas, resultando"
|
||||
" em respostas mais rápidas às necessidades de seus clientes."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:14
|
||||
msgid "Step 1: Set up a helpdesk team"
|
||||
msgstr "Etapa 1: Monte uma equipe de helpdesk"
|
||||
|
||||
#: ../../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 ""
|
||||
"Ir para :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams', "
|
||||
"criar ou editar uma equipe existente, e ativar *Timesheet on Ticket* e *Time"
|
||||
" Reinvoicing*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Selecione ou crie um projeto em *Timesheet on Ticket*. O selecionado/criado "
|
||||
"é aquele no qual os funcionários da folha de ponto por padrão. No entanto, "
|
||||
"ela pode ser modificada em última instância em cada bilhete."
|
||||
|
||||
#: ../../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 "Etapa 2: Monte um serviço"
|
||||
|
||||
#: ../../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 ""
|
||||
"Vá para :menuselection:`Sales --> Configuration --> Settings' e habilite "
|
||||
"*Units of Measure* para opcionalmente poder escolher *horas* (por exemplo) "
|
||||
"como a unidade de medida de seu serviço."
|
||||
|
||||
#: ../../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 ""
|
||||
"Depois, vá para :menuselection:`Sales --> Products --> Products`, crie ou "
|
||||
"edite um já existente, e defina seu *Product Type* como *Service*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Agora, selecione a gestão de faturamento que você gostaria de ter sob a guia"
|
||||
" *Vendas*. Recomendamos a seguinte configuração:"
|
||||
|
||||
#: ../../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 ""
|
||||
"Esta configuração garante que o cliente seja faturado pelo número de horas "
|
||||
"previstas no pedido de venda, o que significa que menos horas ou horas "
|
||||
"extras registradas não são levadas em conta. Também assegura que toda vez "
|
||||
"que uma ordem de venda é confirmada, uma nova tarefa é criada sob o projeto "
|
||||
"correto, automatizando o processo."
|
||||
|
||||
#: ../../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 ""
|
||||
"Recomendamos a criação de um projeto específico, como foi feito para este "
|
||||
"exemplo de fluxo. O importante a lembrar é que o item da ordem de venda "
|
||||
"precisa ser definido no projeto ou tarefa correspondente, a fim de refazer o"
|
||||
" tempo gasto em um bilhete."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:58
|
||||
msgid "Prevision an invoice and record time"
|
||||
msgstr "Prever uma fatura e um tempo recorde"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:61
|
||||
msgid "Step 1: Place an order"
|
||||
msgstr "Etapa 1: Fazer um pedido"
|
||||
|
||||
#: ../../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 ""
|
||||
"Ir para :menuselection:`Vendas --> Encomendas --> Encomendas' e criar um "
|
||||
"para o produto de serviço de helpdesk que você já montou anteriormente, com "
|
||||
"o cliente que precisa do bilhete para ser aberto. Defina o número de horas "
|
||||
"necessárias para assistir o cliente e *Confirme* o pedido."
|
||||
|
||||
#: ../../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 "Etapa 2: Faturar o cliente"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:74
|
||||
msgid "In *Sales*, select the respective sales order to *Create Invoice*."
|
||||
msgstr ""
|
||||
"Em *Vendas*, selecione a respectiva ordem de venda para *Criar fatura*."
|
||||
|
||||
#: ../../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 "Etapa 3: Vincular a tarefa ao bilhete"
|
||||
|
||||
#: ../../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 ""
|
||||
"Agora, em *Helpdesk*, crie ou edite o respectivo bilhete e vincule-o à "
|
||||
"tarefa criada pela confirmação da ordem de venda."
|
||||
|
||||
#: ../../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 "Passo 4: Registre o tempo gasto"
|
||||
|
||||
#: ../../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 ""
|
||||
"Ainda no respectivo ticket do helpdesk, registrar as horas executadas sob a "
|
||||
"guia *Timesheets*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Observe que as horas registradas no formulário do bilhete são mostradas na "
|
||||
"coluna *Entregado* no pedido de venda."
|
||||
|
||||
#: ../../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 ""
|
||||
"As horas registradas no bilhete são automaticamente mostradas em "
|
||||
"*Timesheets* e na tarefa dedicada."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:111
|
||||
msgid ":doc:`reinvoice_from_project`"
|
||||
msgstr ":doc:`reinvoice_de_projecto`"
|
||||
|
||||
#: ../../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 ":doc:`/aplicações/inventário_e_mrp/inventário/gestão/produtos/uom`"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Postpaid Support Services)"
|
||||
msgstr "Tempo gasto na fatura de ingressos (Serviços de suporte pós-pago)"
|
||||
|
||||
#: ../../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 "Projeto"
|
||||
|
@ -11,6 +11,7 @@
|
||||
# Luis Felipe Miléo <mileo@kmee.com.br>, 2023
|
||||
# Marcel Savegnago <marcel.savegnago@gmail.com>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# Kevilyn Rosa, 2023
|
||||
# Layna Nascimento, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
@ -592,7 +593,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:26
|
||||
msgid "Pickup in store"
|
||||
msgstr ""
|
||||
msgstr "Retirada na loja"
|
||||
|
||||
#: ../../content/applications/websites/ecommerce/checkout_payment_shipping/shipping.rst:28
|
||||
msgid ""
|
||||
@ -848,7 +849,7 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:66
|
||||
msgid "Contact us"
|
||||
msgstr "Contato"
|
||||
msgstr "Entre em contato"
|
||||
|
||||
#: ../../content/applications/websites/ecommerce/ecommerce_management/customer_interaction.rst:68
|
||||
msgid ""
|
||||
@ -1374,11 +1375,11 @@ msgstr "Nome (A-Z)"
|
||||
|
||||
#: ../../content/applications/websites/ecommerce/managing_products/catalog.rst:91
|
||||
msgid "Price - Low to High"
|
||||
msgstr ""
|
||||
msgstr "Preço - do menor ao maior"
|
||||
|
||||
#: ../../content/applications/websites/ecommerce/managing_products/catalog.rst:92
|
||||
msgid "Price - High to Low"
|
||||
msgstr ""
|
||||
msgstr "Preço - descendente"
|
||||
|
||||
#: ../../content/applications/websites/ecommerce/managing_products/catalog.rst:94
|
||||
msgid ""
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -14,7 +14,7 @@ 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: 2022-10-04 12:53+0000\n"
|
||||
"Last-Translator: Foldi Robert <foldirobert@nexterp.ro>, 2023\n"
|
||||
"Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n"
|
||||
@ -2327,6 +2327,61 @@ msgstr ""
|
||||
"mode>`. Mergeți la :menuselection:`Setări --> Tehnic --> Automatizare --> "
|
||||
"Acțiuni programate` și căutați :guilabel:`Mail: Serviciul Fetchmail`."
|
||||
|
||||
#: ../../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 "Șabloane de e-mail"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -9,18 +9,18 @@
|
||||
# Hongu Cosmin <cosmin513@gmail.com>, 2023
|
||||
# Claudia Baisan, 2023
|
||||
# Lyall Kindmurr, 2023
|
||||
# Dorin Hongu <dhongu@gmail.com>, 2023
|
||||
# Cozmin Candea <office@terrabit.ro>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# Dorin Hongu <dhongu@gmail.com>, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
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: 2023-06-02 08:43+0000\n"
|
||||
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Dorin Hongu <dhongu@gmail.com>, 2023\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
@ -1839,6 +1839,7 @@ 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 ""
|
||||
|
||||
@ -2228,6 +2229,7 @@ msgid "Set up is done, you can launch a new PoS Session."
|
||||
msgstr "Configurarea este finalizată, puteți lansa o nouă sesiune PoS."
|
||||
|
||||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:3
|
||||
#: ../../content/applications/productivity/iot/config/windows_iot.rst:105
|
||||
msgid "Troubleshooting"
|
||||
msgstr "Depanare"
|
||||
|
||||
@ -2487,6 +2489,343 @@ msgstr ""
|
||||
"selectare *Cashdrawer (Sertar de numerar)* trebuie să fie bifată în "
|
||||
"configurația POS."
|
||||
|
||||
#: ../../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 "Dispozitive"
|
||||
@ -3872,6 +4211,192 @@ msgstr ""
|
||||
"in **Cunoștințe**, chiar dacă au access la articolul ce conține "
|
||||
"vizualizarea."
|
||||
|
||||
#: ../../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 "Creare"
|
||||
|
||||
#: ../../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 "Eliminare"
|
||||
|
||||
#: ../../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 "Categorii"
|
||||
|
||||
#: ../../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"
|
||||
|
@ -16,7 +16,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Dorin Hongu <dhongu@gmail.com>, 2023\n"
|
||||
"Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n"
|
||||
@ -108,7 +108,6 @@ 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 "Configurare"
|
||||
@ -11489,99 +11488,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -15,7 +15,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Cozmin Candea <office@terrabit.ro>, 2023\n"
|
||||
"Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n"
|
||||
@ -64,7 +64,6 @@ 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 "Configurare"
|
||||
@ -870,6 +869,451 @@ msgid ""
|
||||
" :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 ""
|
||||
":doc:`/applications/inventory_and_mrp/inventory/management/products/uom`"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/overview.rst:5
|
||||
#: ../../content/applications/services/timesheets/overview.rst:5
|
||||
msgid "Overview"
|
||||
@ -901,7 +1345,6 @@ 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 "Configurare"
|
||||
|
||||
@ -2795,480 +3238,6 @@ msgid ""
|
||||
"</applications/services/helpdesk/advanced/close_tickets>`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice.rst:5
|
||||
msgid "Timesheet and Invoice"
|
||||
msgstr "Fișă de pontaj și factură"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Prepaid Support Services)"
|
||||
msgstr ""
|
||||
"Facturați timpul petrecut pe tichete (servicii de asistență preplătite)"
|
||||
|
||||
#: ../../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 ""
|
||||
"Aveți opțiunea de a lucra cu servicii de asistență preplătite, adică o "
|
||||
"comandă de vânzare și factura corespunzătoare sunt emise și, odată ce "
|
||||
"serviciul este terminat, puteți scădea timpul petrecut. Odoo vă permite "
|
||||
"acest lucru deoarece aplicațiile sunt integrate în totalitate, și vă permit "
|
||||
"oferirea de răspunsuri mai rapide la nevoile clienților dvs."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:14
|
||||
msgid "Step 1: Set up a helpdesk team"
|
||||
msgstr "Pasul 1: Configurați o echipă de asistență"
|
||||
|
||||
#: ../../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 ""
|
||||
"Mergi la :menuselection:`Helpdesk --> Configurare --> Echipe de asistență`, "
|
||||
"creați sau editați o echipă existentă și activați *Fișă de pontaj pe tichet*"
|
||||
" și *Refacturare timp*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Selectați sau creați un proiect sub *Fișă de pontaj pe tichet*. Cel "
|
||||
"selectat/creat este cel la care angajații înregistrează orele de lucru în "
|
||||
"mod implicit. Cu toate acestea, acesta poate fi modificat în final pe "
|
||||
"fiecare tichet."
|
||||
|
||||
#: ../../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 ""
|
||||
"Vizualizarea paginii de setări ale echipei de asistență care evidențiază "
|
||||
"funcțiile de fișă de pontaj pe tichet și refacturare timp în Odoo Helpdesk"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:28
|
||||
msgid "Step 2: Set up a service"
|
||||
msgstr "Pasul 2: Configurați un serviciu"
|
||||
|
||||
#: ../../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 ""
|
||||
"Mergi la :menuselection:`Vânzări --> Configurare --> Setări` și activați "
|
||||
"*Unități de măsură* pentru a putea opțional alege *ore* (de exemplu) ca "
|
||||
"unitate de măsură a serviciului dvs."
|
||||
|
||||
#: ../../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 ""
|
||||
"Mergi apoi la :menuselection:`Vânzări --> Produse --> Produse`, creați sau "
|
||||
"editați unul existent și setați *Tipul produsului* ca *Serviciu*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Vizualizarea formularului unui produs care evidențiază câmpurile tip produs și unitate de\n"
|
||||
"măsură în Odoo Vânzări"
|
||||
|
||||
#: ../../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 ""
|
||||
"Acum, selectați modul de facturare pe care doriți să îl aveți sub fila "
|
||||
"*Vânzări*. Recomandăm următoarea configurare:"
|
||||
|
||||
#: ../../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 ""
|
||||
"Vizualizarea formularului unui produs și opțiunile de facturare sub fila "
|
||||
"vânzări în Odoo Vânzări"
|
||||
|
||||
#: ../../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 ""
|
||||
"Această configurare asigură faptul că clienții sunt facturați în funcție de "
|
||||
"numărul de ore prevăzute în comanda de vânzări, ceea ce înseamnă că orele "
|
||||
"înregistrate mai puțin sau mai mult nu sunt luate în considerare. De "
|
||||
"asemenea, asigură faptul că de fiecare dată când o comandă de vânzări este "
|
||||
"confirmată, se creează o nouă sarcină sub proiectul potrivit, automatizând "
|
||||
"procesul."
|
||||
|
||||
#: ../../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 ""
|
||||
"Recomandăm configurarea unui proiect specific, așa cum a fost făcut pentru "
|
||||
"acest exemplu de flux. Ceea ce este important de reținut este că elementul "
|
||||
"de pe linia comenzii de vânzări trebuie să fie setat pe proiectul sau "
|
||||
"sarcina corespunzătoare, pentru a refactura timpul petrecut pe un tichet."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:58
|
||||
msgid "Prevision an invoice and record time"
|
||||
msgstr "Previzualizați o factură și înregistrați timpul"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:61
|
||||
msgid "Step 1: Place an order"
|
||||
msgstr "Pasul 1: Plasați o comandă"
|
||||
|
||||
#: ../../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 ""
|
||||
"Mergi la :menuselection:`Vânzări --> Comenzi --> Comenzi` și creați una "
|
||||
"pentru produsul serviciu helpdesk pe care l-ați configurat anterior, cu "
|
||||
"clientul care are nevoie ca tichetul să fie deschis. Setați numărul de ore "
|
||||
"necesare pentru a asista clienții și *Confirmați* comanda."
|
||||
|
||||
#: ../../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 ""
|
||||
"Vizualizarea unei comenzi de vânzări care evinețiază liniile de comandă în "
|
||||
"Odoo Vânzări"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:72
|
||||
msgid "Step 2: Invoice the customer"
|
||||
msgstr "Pasul 2: Facturați clienții"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:74
|
||||
msgid "In *Sales*, select the respective sales order to *Create Invoice*."
|
||||
msgstr ""
|
||||
"In *Vânzări*, selectați comanda de vânzări respectivă pentru a *Crea "
|
||||
"Factură*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Vizualizarea unei comenzi de vânzări care evidențiază butonul de facturare "
|
||||
"în Odoo Vânzări"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:82
|
||||
msgid "Step 3: Link the task to the ticket"
|
||||
msgstr "Pasul 3: Conectați sarcina la tichet"
|
||||
|
||||
#: ../../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 ""
|
||||
"Acum, în *Helpdesk*, creați sau editați tichetul respectiv și conectați-l la"
|
||||
" sarcina creată de confirmarea comenzii de vânzări."
|
||||
|
||||
#: ../../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 ""
|
||||
"Vizualizarea unui tichet de helpdesk care evidențiază câmpul sarcină în Odoo"
|
||||
" "
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:92
|
||||
msgid "Step 4: Record the time spent"
|
||||
msgstr "Pasul 4: Înregistrați timpul petrecut"
|
||||
|
||||
#: ../../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 ""
|
||||
"În tichetul de helpdesk respectiv, înregistrați orele efectuate în tabul "
|
||||
"*Fișe de pontaj*."
|
||||
|
||||
#: ../../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 ""
|
||||
"Vizualizarea unui tichet care evidențiază fila fișe de pontaj în Odoo "
|
||||
|
||||
#: ../../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 ""
|
||||
"Rețineți că orele înregistrate în formularul tichetului sunt afișate în "
|
||||
"coloana *Delivered* în comanda de vânzări."
|
||||
|
||||
#: ../../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 ""
|
||||
"Vizuializarea unei comenzi de vânzări care evidențiază coloana livrat în "
|
||||
"Odoo Vânzări"
|
||||
|
||||
#: ../../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 ""
|
||||
"Orele înregistrate în tichet sunt afișate automat în *Fișe de pontaj* și pe "
|
||||
"sarcina dedicată."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:111
|
||||
msgid ":doc:`reinvoice_from_project`"
|
||||
msgstr ":doc:`reinvoice_from_project`"
|
||||
|
||||
#: ../../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 ""
|
||||
":doc:`/applications/inventory_and_mrp/inventory/management/products/uom`"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Postpaid Support Services)"
|
||||
msgstr ""
|
||||
"Facturați timpul petrecut pe tichete (servicii de asistență postplată)"
|
||||
|
||||
#: ../../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 ""
|
||||
"Integrarea :guilabel:`Timesheets` oferă mai mult control și transparență "
|
||||
"asupra modului în care clienții sunt încasați și ce sunt facturați în mod "
|
||||
"specific."
|
||||
|
||||
#: ../../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 ""
|
||||
"În Odoo, agentul Helpdesk poate utiliza tichetul pentru a înregistra fișe de"
|
||||
" pontaj. Odată ce un tichet este rezolvat, clientul poate fi facturat pentru"
|
||||
" timpul petrecut pe tichet. Odoo va extrage din fișa de pontaj a tichetului "
|
||||
"pentru a factura corect clientul."
|
||||
|
||||
#: ../../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 ""
|
||||
"Pentru a activa funcția :guilabel:`Fișe de pontaj`, accesați "
|
||||
":menuselection:`Helpdesk --> Configurare --> Echipe de asistenta`, selectați"
|
||||
" un Helpdesk team, apoi faceți clic pe :guilabel:`Edit`. În continuare, "
|
||||
"activați opțiunile :guilabel:`Fișe de pontaj` și :guilabel:`Time Billing`. "
|
||||
"Apoi, faceți clic pe :guilabel:`Save` pentru a aplica aceste modificări "
|
||||
"setărilor echipelor de asistenta."
|
||||
|
||||
#: ../../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 ""
|
||||
"Odată ce funcția :guilabel:`fișe de pontaj` este activată, o opțiune "
|
||||
":guilabel:`Project`va apărea sub :guilabel:`Fișe de pontaj`. Opțiunea "
|
||||
":guilabel:`Proiect` va fi setată automat la un proiect pe care Odoo l-a "
|
||||
"creat pentru echipa de asistență. Fișele de pontaj ale tichetelor vor fi "
|
||||
"stocate în proiectul selectat."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:26
|
||||
msgid "Create a sales order"
|
||||
msgstr "Creare comandă de vânzări"
|
||||
|
||||
#: ../../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 ""
|
||||
"După ce un tichet intră în fluxul delucru, accesați :menuselection:`Vânzări "
|
||||
"--> Creare`. Apoi, adăugați clientul din tichet la câmpul "
|
||||
":guilabel:`Client`în noua ofertă. În fila :guilabel:`Linii comanda`, creați "
|
||||
"sau selectați un produs pentru a fi facturat clientului pentru timpul "
|
||||
"petrecut pe tichetul lui Helpdesk."
|
||||
|
||||
#: ../../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 ""
|
||||
"Dacă creați un nou produs din formularul de comandă de vânzări, mai întâi "
|
||||
"dați produsului un nume trecându-l în coloana :guilabel:`Product`. Apoi, "
|
||||
"faceți clic pe :guilabel:`Creează și editează`."
|
||||
|
||||
#: ../../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 ""
|
||||
"Mai întâi, în fila :guilabel:`Informații generale`, setați:guilabel:`Tip "
|
||||
"produs` la :guilabel:`Serviciu` și :guilabel:`Preț de vânzare` la tariful "
|
||||
"serviciului agentului Helpdesk. Apoi, setați:guilabel:`Politică de "
|
||||
"facturare` la :guilabel:`Bazată pe fișe de pontaj`. În cele din urmă,faceți "
|
||||
"clic pe :guilabel:`Salvează` pentru a crea noul produs și pentru a-l adăuga "
|
||||
"la ofertă."
|
||||
|
||||
#: ../../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 ""
|
||||
"Odată ce produsul este adăugat, faceți clic pe :guilabel:`Confirmă` pentru a"
|
||||
" transforma oferta într-o comandă de vânzări."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst-1
|
||||
msgid "Create a sales order and add a product."
|
||||
msgstr "Creare comandă de vânzări și adăugare produs."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:48
|
||||
msgid "Record a timesheet"
|
||||
msgstr "Înregistrează o fișă de pontaj "
|
||||
|
||||
#: ../../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 ""
|
||||
"Pentru a înregistra o fișă de pontaj, reveniți la tichetul Helpdesk accesând"
|
||||
" tabloul de bord:guilabel:`Helpdesk`, faceți clic pe :guilabel:`Tichete` pe "
|
||||
"cardul echipei și localizați tichetul corect. Apoi, faceți clic pe "
|
||||
":guilabel:`Editare` și utilizați fila :guilabel:`Fișe de pontaj` pentru a "
|
||||
"înregistra timpul petrecut pe tichet."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst-1
|
||||
msgid "Record time spent on a ticket."
|
||||
msgstr "Înregistrați timpul petrecut pe un tichet."
|
||||
|
||||
#: ../../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 ""
|
||||
"Fișele de pontaj ale tichetului pot fi înregistrate înainte sau după ce "
|
||||
"comanda de vânzări este făcută,"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:64
|
||||
msgid "Link the Helpdesk ticket to the SO"
|
||||
msgstr "Conectați tichetul Helpdesk la comanda de vânzare"
|
||||
|
||||
#: ../../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 ""
|
||||
"Pentru a conecta :guilabel:`Comanda de vânzare` la tichet, în formularul "
|
||||
"tichetului faceți clic pe :guilabel:`Editare`. În continuare, selectați "
|
||||
":guilabel:`Comanda de vânzare` care a fost creată mai devreme din meniul "
|
||||
"derulant :guilabel:`Produs din comanda de vânzare`. Odoo va automatiza "
|
||||
"filtrarea opțiunilor pentru a afișa doar comenzile de vânzări conectate la "
|
||||
"tichetul clientului. În cele din urmă, faceți clic pe :guilabel:`Salvează` "
|
||||
"pentru a conecta tichetul și :guilabel:`Produsul din comanda de vânzare`."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst-1
|
||||
msgid "Link the SO item to the ticket."
|
||||
msgstr "Conectați produsul din comanda de vânzare la tichet."
|
||||
|
||||
#: ../../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 ""
|
||||
":guilabel:`Produsul din comanda de vânzare` poate fi conectat la tichet "
|
||||
"înainte sau după înregistrarea fișei de pontaj."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:81
|
||||
msgid "Modify billing rates"
|
||||
msgstr "Modificați tarifele de facturare"
|
||||
|
||||
#: ../../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 ""
|
||||
"Dacă o intrare de fișă de pontaj este înregistrată, dar agentul nu dorește "
|
||||
"să factureze clientul pentru acest timp, accesați fila :guilabel:`Fișe de "
|
||||
"pontaj` și activați vizibilitatea coloana :guilabel:`Sales Order Item`. La "
|
||||
"completarea fișei de pontaj, asigurați-vă că lăsați gol câmpul "
|
||||
":guilabel:`Sales Order Item` al înregistrării nefacturabile de pe fișă de "
|
||||
"pontaj."
|
||||
|
||||
#: ../../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 ""
|
||||
"Dacă agentul dorește să factureze la un tarif diferit pentru o înregistrare "
|
||||
"în fișa de pontaj, începeți prin a adăuga un nou produs, la noul preț în "
|
||||
":abbr:`SO (Comanda de vânzare)` conectată. Apoi, selectați noul produs în "
|
||||
"câmpul :guilabel:`Sales Order Item` al intrării pe fișa de pontaj."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:93
|
||||
msgid "Create the invoice"
|
||||
msgstr "Creare factură"
|
||||
|
||||
#: ../../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 ""
|
||||
"Când tichetul Helpdesk este finalizat și clientul este gata să fie facturat "
|
||||
"pentru timpul petrecut, începeți prin a face clic pe butonul inteligent "
|
||||
":guilabel:`Comandă de vânzare` de pe formularul de tichet pentru a naviga la"
|
||||
" comanda de vânzare. Coloana :guilabel:`Livrat` ar trebui să corespundă "
|
||||
"numărului de ore înregistrate pe fișa de pontaj a tichetului. După ce ați "
|
||||
"verificat și completat informațiile relevante, faceți clic pe "
|
||||
":guilabel:`Creați factura` pentru a factura clientului timpul petrecut pe "
|
||||
"tichet. Odoo va genera automat o factură pe care o va trimite clientului, "
|
||||
"iar tichetul Helpdesk poate fi închis oficial."
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/reinvoice_from_project.rst:103
|
||||
msgid ":doc:`invoice_time`"
|
||||
msgstr ":doc:`invoice_time`"
|
||||
|
||||
#: ../../content/applications/services/project.rst:8
|
||||
msgid "Project"
|
||||
msgstr "Proiect"
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -6,20 +6,20 @@
|
||||
# Translators:
|
||||
# matjaz k <matjaz@mentis.si>, 2023
|
||||
# Boris Kodelja <boris@hbs.si>, 2023
|
||||
# Matjaz Mozetic <m.mozetic@matmoz.si>, 2023
|
||||
# Jasmina Macur <jasmina@hbs.si>, 2023
|
||||
# Tadej Lupšina <tadej@hbs.si>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# Tomaž Jug <tomaz@editor.si>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# Matjaz Mozetic <m.mozetic@matmoz.si>, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
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: 2023-06-02 08:43+0000\n"
|
||||
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Tomaž Jug <tomaz@editor.si>, 2023\n"
|
||||
"Last-Translator: Matjaz Mozetic <m.mozetic@matmoz.si>, 2023\n"
|
||||
"Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
@ -1520,6 +1520,7 @@ 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 ""
|
||||
|
||||
@ -1882,6 +1883,7 @@ 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 ""
|
||||
|
||||
@ -2075,6 +2077,343 @@ msgid ""
|
||||
"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 "Naprave"
|
||||
@ -3204,6 +3543,192 @@ msgid ""
|
||||
"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 "Ustvarjeno"
|
||||
|
||||
#: ../../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 "Umik"
|
||||
|
||||
#: ../../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 "Kategorije"
|
||||
|
||||
#: ../../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"
|
||||
|
@ -17,7 +17,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Jasmina Macur <jasmina@hbs.si>, 2023\n"
|
||||
"Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n"
|
||||
@ -99,7 +99,6 @@ 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 "Nastavitve"
|
||||
@ -9382,99 +9381,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -15,7 +15,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Matjaz Mozetic <m.mozetic@matmoz.si>, 2023\n"
|
||||
"Language-Team: Slovenian (https://app.transifex.com/odoo/teams/41243/sl/)\n"
|
||||
@ -62,7 +62,6 @@ 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 "Nastavitve"
|
||||
@ -859,6 +858,450 @@ msgid ""
|
||||
" :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"
|
||||
@ -884,7 +1327,6 @@ 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 ""
|
||||
|
||||
@ -2748,350 +3190,6 @@ msgid ""
|
||||
"</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 "Projekt"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -4,7 +4,7 @@
|
||||
# FIRST AUTHOR <EMAIL@ADDRESS>, YEAR.
|
||||
#
|
||||
# Translators:
|
||||
# Thi Huong Nguyen, 2023
|
||||
# Nancy Momoland <thanh.np2502@gmail.com>, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
msgid ""
|
||||
@ -13,7 +13,7 @@ msgstr ""
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-05-15 06:38+0000\n"
|
||||
"PO-Revision-Date: 2023-05-22 07:33+0000\n"
|
||||
"Last-Translator: Thi Huong Nguyen, 2023\n"
|
||||
"Last-Translator: Nancy Momoland <thanh.np2502@gmail.com>, 2023\n"
|
||||
"Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
@ -23,45 +23,52 @@ msgstr ""
|
||||
|
||||
#: ../../content/applications/hr.rst:5
|
||||
msgid "Human resources"
|
||||
msgstr ""
|
||||
msgstr "Nguồn nhân lực"
|
||||
|
||||
#: ../../content/applications/hr/attendances.rst:8
|
||||
msgid "Attendances"
|
||||
msgstr "Chuyên cần"
|
||||
msgstr "Chấm công"
|
||||
|
||||
#: ../../content/applications/hr/attendances.rst:10
|
||||
msgid ""
|
||||
"**Odoo Attendances** functions as a time clock. Employees check in and check"
|
||||
" out of work, while managers can see who is available at any given time."
|
||||
msgstr ""
|
||||
"**Chấm công Odoo** hoạt động như một đồng hồ thời gian. Nhân viên đăng ký và"
|
||||
" kiểm tra công việc, trong khi người quản lý có thể xem ai có mặt tại bất kỳ"
|
||||
" thời điểm nào."
|
||||
|
||||
#: ../../content/applications/hr/attendances.rst:14
|
||||
msgid ""
|
||||
"`Odoo Tutorials: Attendances "
|
||||
"<https://www.odoo.com/slides/slide/attendances-684>`_"
|
||||
msgstr ""
|
||||
"`Hướng dẫn về Odoo: Chấm công "
|
||||
"<https://www.odoo.com/slides/slide/attendances-684>`_"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:3
|
||||
msgid "Hardware"
|
||||
msgstr ""
|
||||
msgstr "Phần cứng"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:6
|
||||
msgid "Kiosk management"
|
||||
msgstr ""
|
||||
msgstr "Chế độ Ki-ốt"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:8
|
||||
msgid ""
|
||||
"A kiosk is a self-service station that allows employees to check in and "
|
||||
"check out for work shifts."
|
||||
msgstr ""
|
||||
"Ki-ốt là một trạm tự phục vụ cho phép nhân viên chấm công vào và chấm công "
|
||||
"ra cho các ca làm việc."
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:10
|
||||
msgid "There are two ways to set up a kiosk:"
|
||||
msgstr ""
|
||||
msgstr "Có hai cách để thiết lập một ki-ốt:"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:12
|
||||
msgid "**Laptop and desktop PC**"
|
||||
msgstr ""
|
||||
msgstr "**Máy tính xách tay và máy tính để bàn**"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:14
|
||||
msgid ""
|
||||
@ -69,10 +76,13 @@ msgid ""
|
||||
"You can print employee badges with any thermal or inkjet printer compatible "
|
||||
"with your web browser."
|
||||
msgstr ""
|
||||
"Chạy một ki-ốt trong trình duyệt web là tùy chọn rẻ nhất và linh hoạt nhất. "
|
||||
"Bạn có thể in huy hiệu nhân viên bằng bất kỳ máy in nhiệt hoặc máy in phun "
|
||||
"nào tương thích với trình duyệt web của bạn."
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:17
|
||||
msgid "**Tablet and mobile phone (Android or iOS)**"
|
||||
msgstr ""
|
||||
msgstr "**Máy tính bảng và điện thoại di động (Android hoặc iOS)**"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:19
|
||||
msgid ""
|
||||
@ -80,26 +90,33 @@ msgid ""
|
||||
"are easy to use. Consider putting them in a secure stand at the front desk "
|
||||
"or mounting them securely on a wall."
|
||||
msgstr ""
|
||||
"Máy tính bảng và điện thoại di động chiếm ít không gian hơn và màn hình cảm "
|
||||
"ứng của chúng rất dễ sử dụng. Cân nhắc đặt chúng vào giá đỡ chắc chắn ở quầy"
|
||||
" lễ tân hoặc gắn chúng chắc chắn lên tường."
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:23
|
||||
msgid ""
|
||||
"We recommend using an iPad together with the `Heckler Design WindFall Stand "
|
||||
"<https://hecklerdesign.com/products/windfall-stand-for-ipad>`_"
|
||||
msgstr ""
|
||||
"Chúng tôi khuyên bạn nên sử dụng iPad cùng với `Chân đế Heckler Design "
|
||||
"WindFall <https://hecklerdesign.com/products/windfall-stand-for-ipad>`_"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:27
|
||||
msgid "RFID key fob readers"
|
||||
msgstr ""
|
||||
msgstr "Đầu đọc thẻ chìa khóa RFID"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:29
|
||||
msgid ""
|
||||
"Employees can scan personal RFID key fobs with an RFID reader to manage "
|
||||
"check-ins and check-outs quickly and easily."
|
||||
msgstr ""
|
||||
"Nhân viên có thể quét các móc chìa khóa RFID cá nhân bằng đầu đọc RFID để "
|
||||
"quản lý việc đăng ký và trả phòng một cách nhanh chóng và dễ dàng."
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst-1
|
||||
msgid "An RFID key fob is placed on an RFID reader"
|
||||
msgstr ""
|
||||
msgstr "Móc khóa RFID được đặt trên đầu đọc RFID"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:38
|
||||
msgid ""
|
||||
@ -107,15 +124,18 @@ msgid ""
|
||||
"<https://neuftech.net/Neuftech-USB-RFID-Reader-ID-"
|
||||
"Kartenleseger%C3%A4t-Kartenleser-Kontaktlos-Card-Reader-f%C3%BCr-EM4100>`_."
|
||||
msgstr ""
|
||||
"Chúng tôi khuyên bạn nên sử dụng `Neuftech USB RFID Reader "
|
||||
"<https://neuftech.net/Neuftech-USB-RFID-Reader-ID-"
|
||||
"Kartenleseger%C3%A4t-Kartenleser-Kontaktlos-Card-Reader-f%C3%BCr-EM4100> `_."
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:41
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:57
|
||||
msgid "An IoT box is **not** required."
|
||||
msgstr ""
|
||||
msgstr "Hộp IoT **không** bắt buộc."
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:44
|
||||
msgid "Barcode scanners"
|
||||
msgstr ""
|
||||
msgstr "Máy quét mã vạch"
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:46
|
||||
msgid ""
|
||||
@ -124,6 +144,10 @@ msgid ""
|
||||
"barcode scanners connected directly to a computer. Bluetooth barcode "
|
||||
"scanners are also supported natively."
|
||||
msgstr ""
|
||||
"Nhân viên có thể quét mã vạch trên thẻ nhân viên của họ để quản lý việc đăng"
|
||||
" ký và trả phòng một cách nhanh chóng và dễ dàng. Chế độ kiosk hoạt động với"
|
||||
" hầu hết các máy quét mã vạch USB được kết nối trực tiếp với máy tính. Máy "
|
||||
"quét mã vạch Bluetooth cũng được hỗ trợ nguyên bản."
|
||||
|
||||
#: ../../content/applications/hr/attendances/hardware.rst:51
|
||||
msgid ""
|
||||
@ -132,3 +156,7 @@ msgid ""
|
||||
"If the barcode scanner is connected directly to a computer, it must be "
|
||||
"configured to use the computer's keyboard layout."
|
||||
msgstr ""
|
||||
"Chúng tôi khuyên bạn nên sử dụng `dòng sản phẩm Honeywell "
|
||||
"<https://sps.honeywell.com/us/en/products/productivity/barcode-scanners>`_. "
|
||||
"Nếu máy quét mã vạch được kết nối trực tiếp với máy tính, nó phải được định "
|
||||
"cấu hình để sử dụng bố cục bàn phím của máy tính."
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -5,7 +5,7 @@
|
||||
#
|
||||
# Translators:
|
||||
# Duy BQ <duybq86@gmail.com>, 2023
|
||||
# Nancy Momoland <thanhnguyen.icsc@gmail.com>, 2023
|
||||
# Nancy Momoland <thanh.np2502@gmail.com>, 2023
|
||||
# Thi Huong Nguyen, 2023
|
||||
# Martin Trigaux, 2023
|
||||
#
|
||||
@ -14,7 +14,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n"
|
||||
@ -96,7 +96,6 @@ 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 "Cấu hình"
|
||||
@ -9379,99 +9378,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -12,7 +12,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Vietnamese (https://app.transifex.com/odoo/teams/41243/vi/)\n"
|
||||
@ -59,7 +59,6 @@ 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 "Cấu hình"
|
||||
@ -856,6 +855,450 @@ msgid ""
|
||||
" :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"
|
||||
@ -881,7 +1324,6 @@ 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 ""
|
||||
|
||||
@ -2745,350 +3187,6 @@ msgid ""
|
||||
"</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 "Dự án"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -24,7 +24,7 @@ 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: 2022-10-04 12:53+0000\n"
|
||||
"Last-Translator: Emily Jia <eji@odoo.com>, 2023\n"
|
||||
"Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n"
|
||||
@ -2027,6 +2027,61 @@ msgstr ""
|
||||
"可以在ref:`开发模式<developer-mode>`中修改该值。进入菜单选择:`设置--> 技术--> 自动化--> "
|
||||
"预订操作`,查找:guilabel:`电子邮件:收取邮件服务`。"
|
||||
|
||||
#: ../../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 "EMail模板"
|
||||
|
File diff suppressed because it is too large
Load Diff
@ -14,20 +14,20 @@
|
||||
# liulixia <liu.lixia@elico-corp.com>, 2023
|
||||
# Jeffery CHEN <jeffery9@gmail.com>, 2023
|
||||
# digitalliuzg8888, 2023
|
||||
# Emily Jia <eji@odoo.com>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# zhao yonghui, 2023
|
||||
# Raymond Yu <cl_yu@hotmail.com>, 2023
|
||||
# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023
|
||||
# Martin Trigaux, 2023
|
||||
# Emily Jia <eji@odoo.com>, 2023
|
||||
#
|
||||
#, fuzzy
|
||||
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: 2023-06-02 08:43+0000\n"
|
||||
"PO-Revision-Date: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023\n"
|
||||
"Last-Translator: Emily Jia <eji@odoo.com>, 2023\n"
|
||||
"Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n"
|
||||
"MIME-Version: 1.0\n"
|
||||
"Content-Type: text/plain; charset=UTF-8\n"
|
||||
@ -1573,6 +1573,7 @@ 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 ""
|
||||
|
||||
@ -1942,6 +1943,7 @@ msgid "Set up is done, you can launch a new PoS Session."
|
||||
msgstr "设置完成后,您可以启动PoS会话。"
|
||||
|
||||
#: ../../content/applications/productivity/iot/config/troubleshooting.rst:3
|
||||
#: ../../content/applications/productivity/iot/config/windows_iot.rst:105
|
||||
msgid "Troubleshooting"
|
||||
msgstr "故障排除"
|
||||
|
||||
@ -2144,6 +2146,343 @@ msgid ""
|
||||
"checkbox should be ticked in the POS configuration."
|
||||
msgstr "现金抽屉应连接到打印机,并在POS配置中勾选*现金抽屉*复选框。"
|
||||
|
||||
#: ../../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 "设备"
|
||||
@ -3315,6 +3654,192 @@ msgid ""
|
||||
"the view."
|
||||
msgstr "**没有**查看该视图的用户即使可以查看包含该视图的文章,也**无法**在**Knowledge**应用程序中查看该视图。"
|
||||
|
||||
#: ../../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 "创建"
|
||||
|
||||
#: ../../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 "下架"
|
||||
|
||||
#: ../../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 "电商品类"
|
||||
|
||||
#: ../../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"
|
||||
|
@ -30,7 +30,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Raymond Yu <cl_yu@hotmail.com>, 2023\n"
|
||||
"Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n"
|
||||
@ -113,7 +113,6 @@ msgstr "你可从CRM设置启用这一模式。它默认适用于你的所有销
|
||||
#: ../../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 "配置"
|
||||
@ -9660,99 +9659,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -17,7 +17,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Jeffery CHEN <jeffery9@gmail.com>, 2023\n"
|
||||
"Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n"
|
||||
@ -64,7 +64,6 @@ 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 "配置"
|
||||
@ -862,6 +861,450 @@ msgid ""
|
||||
" :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"
|
||||
@ -889,7 +1332,6 @@ 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 "设置"
|
||||
|
||||
@ -2755,360 +3197,6 @@ msgid ""
|
||||
"</applications/services/helpdesk/advanced/close_tickets>`"
|
||||
msgstr ""
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice.rst:5
|
||||
msgid "Timesheet and Invoice"
|
||||
msgstr "工时单和开票"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:3
|
||||
msgid "Invoice Time Spent on Tickets (Prepaid Support Services)"
|
||||
msgstr "工单所用的开票时间 (预付支持服务)"
|
||||
|
||||
#: ../../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 ""
|
||||
"可以选择使用预付费支持服务,这意味着将发出销售订单和相应的开票,一旦完成服务,您就可以扣除所花费的时间。 "
|
||||
"Odoo允许发生这种情况,因为应用程序已完全集成,从而可以更快地响应客户需求。"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:14
|
||||
msgid "Step 1: Set up a helpdesk team"
|
||||
msgstr "步骤1:建立服务台团队"
|
||||
|
||||
#: ../../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 ""
|
||||
"转到 :menuselection:`服务台 --> 设置 --> 服务台团队` ,创建或编辑现有团队,并启用 *工时单上的工单* 和 *重新开票”。"
|
||||
|
||||
#: ../../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 "在 *工单时间表* 下选择或创建一个项目。 选定/创建的是默认情况下员工时间表所在的那个。 但是,最终可以在每个票证上对其进行修改。"
|
||||
|
||||
#: ../../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 "步骤2:设定服务"
|
||||
|
||||
#: ../../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 ""
|
||||
"转到 :menuselection:`销售 --> 设置 --> 设定` 并启用 *计量单位* 能够选择 *小时* (例如)作为服务的计量单位。"
|
||||
|
||||
#: ../../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 ""
|
||||
"然后,转到 :menuselection:` 销售 --> 产品 --> 产品`,创建或编辑现有产品,并将其 *产品类型* 设置为 *服务*。"
|
||||
|
||||
#: ../../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 "现在, 可在 *销售* 标签下选择您想要的开票管理。 我们建议以下配置:"
|
||||
|
||||
#: ../../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 ""
|
||||
"此配置可确保根据销售订单中预测的小时数向客户开具开票,这意味着不会考虑较少或额外的小时数。 "
|
||||
"它还确保每次确认销售订单时,都会在正确的项目下创建新任务,从而使流程自动化。"
|
||||
|
||||
#: ../../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 ""
|
||||
"我们建议设置一个特定的项目,就像在此流程示例中所做的那样。 要记住的是,为了重新开票所花费的时间,需要在相应的项目或任务上设置销售订单项目。"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:58
|
||||
msgid "Prevision an invoice and record time"
|
||||
msgstr "预定义开票并记录时间"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:61
|
||||
msgid "Step 1: Place an order"
|
||||
msgstr "步骤1:下订单"
|
||||
|
||||
#: ../../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 ""
|
||||
"转到 :menuselection:`销售 --> 订单 --> 订单` 并为您之前设置的服务台创建一个服务产品,并与需要打开故障单的客户一起使用。 "
|
||||
"设置帮助客户并 *确认* 订单所需的小时数。"
|
||||
|
||||
#: ../../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 "步骤2:为客户开具开票"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:74
|
||||
msgid "In *Sales*, select the respective sales order to *Create Invoice*."
|
||||
msgstr "在 *销售* 中,选择相应的销售订单以 *创建开票* 。"
|
||||
|
||||
#: ../../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 "步骤3:将任务链接到支持请求工单"
|
||||
|
||||
#: ../../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 "现在,在 *服务台* 中,创建或编辑相应的票证,并将其链接到通过确认销售订单创建的任务。"
|
||||
|
||||
#: ../../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 "步骤4:记录所花费的时间"
|
||||
|
||||
#: ../../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 "仍在相应的服务台工单上,记录 *工时单* 选项卡下执行的小时数。"
|
||||
|
||||
#: ../../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 "请注意,工单上记录的小时数显示在销售订单的 *已交付* 列中。"
|
||||
|
||||
#: ../../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 "工单上记录的小时数会自动显示在 *工时单* 和专用任务中。"
|
||||
|
||||
#: ../../content/applications/services/helpdesk/timesheet_and_invoice/invoice_time.rst:111
|
||||
msgid ":doc:`reinvoice_from_project`"
|
||||
msgstr ":doc:`reinvoice_from_project`"
|
||||
|
||||
#: ../../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 "工单花费的开票时间(后付费支持服务)"
|
||||
|
||||
#: ../../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 "项目"
|
||||
|
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -14,7 +14,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Martin Trigaux, 2023\n"
|
||||
"Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n"
|
||||
@ -96,7 +96,6 @@ 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 "配置"
|
||||
@ -9379,99 +9378,199 @@ 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."
|
||||
"*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."
|
||||
"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;"
|
||||
":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."
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:28
|
||||
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**;"
|
||||
":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**;"
|
||||
":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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:37
|
||||
msgid ""
|
||||
":guilabel:`Automatic Closing`: the number of days after which **unpaid** "
|
||||
"subscriptions *past* the due date are automatically closed;"
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:39
|
||||
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."
|
||||
"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
|
||||
#: ../../content/applications/sales/subscriptions/plans.rst:42
|
||||
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)."
|
||||
":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
|
||||
|
@ -12,7 +12,7 @@ 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: 2022-10-04 12:54+0000\n"
|
||||
"Last-Translator: Tony Ng, 2023\n"
|
||||
"Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n"
|
||||
@ -59,7 +59,6 @@ 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 "配置"
|
||||
@ -856,6 +855,450 @@ msgid ""
|
||||
" :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"
|
||||
@ -881,7 +1324,6 @@ 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 ""
|
||||
|
||||
@ -2745,350 +3187,6 @@ msgid ""
|
||||
"</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 "專案"
|
||||
|
Loading…
Reference in New Issue
Block a user