# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Chris Egal , 2021 # Kevin Harrings , 2021 # Florian Pose , 2021 # philku79 , 2021 # Martin Trigaux, 2021 # Andreas Stauder , 2021 # Leon Grill , 2021 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 12.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2021-06-14 14:55+0200\n" "PO-Revision-Date: 2018-10-19 08:15+0000\n" "Last-Translator: Leon Grill , 2021\n" "Language-Team: German (https://www.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: de\n" "Plural-Forms: nplurals=2; plural=(n != 1);\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:5 msgid "Sales" msgstr "Verkäufe" #: ../../content/applications/sales/crm.rst:5 msgid "CRM" msgstr "Kundenverwaltung" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" "The system can generate leads instead of opportunities, in order to add a " "qualification step before converting a *Lead* into an *Opportunity* and " "assigning to the right sales people. You can activate this mode from the CRM" " Settings. It applies to all your sales channels by default. But you can " "make it specific for specific channels from their configuration form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:13 #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:41 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/onsip.rst:13 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:12 #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:9 #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:25 #: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:8 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:10 #: ../../content/applications/sales/point_of_sale/overview/start.rst:22 #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:13 #: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:9 #: ../../content/applications/sales/point_of_sale/restaurant/split.rst:10 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:10 msgid "Configuration" msgstr "Konfiguration" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:15 msgid "" "For this feature to work, go to :menuselection:`CRM --> Configuration --> " "Settings` and activate the *Leads* feature." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:21 msgid "" "You will now have a new submenu *Leads* under *Leads* where they will " "aggregate." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:28 msgid "Convert a lead into an opportunity" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:30 msgid "" "When you click on a *Lead* you will have the option to convert it to an " "opportunity and decide if it should still be assigned to the same " "channel/person and if you need to create a new customer." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" "If you already have an opportunity with that customer Odoo will " "automatically offer you to merge with that opportunity. In the same manner, " "Odoo will automatically offer you to link to an existing customer if that " "customer already exists." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:3 msgid "Generate leads/opportunities from emails" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:5 msgid "" "Automating the lead/opportunity generation will considerably improve your " "efficiency. By default, any email sent to *sales@database\\_domain.ext* will" " create an opportunity in the pipeline of the default sales channel." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:11 msgid "Configure email aliases" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_email.rst:13 msgid "" "Each sales channel can have its own email alias, to generate " "leads/opportunities automatically assigned to it. It is useful if you manage" " several sales teams with specific business processes. You will find the " "configuration of sales channels under :menuselection:`Configuration --> " "Sales Channels`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:3 msgid "Generate leads/opportunities from your website contact page" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:5 msgid "" "Automating the lead/opportunity generation will considerably improve your " "efficiency. Any visitor using the contact form on your website will create a" " lead/opportunity in the pipeline." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:10 msgid "Use the contact us on your website" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:12 msgid "You should first go to your website app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:14 msgid "|image0|\\ |image1|" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:73 #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:73 msgid "image0" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:76 #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:76 msgid "image1" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:16 msgid "" "With the CRM app installed, you benefit from a ready-to-use contact form on " "your Odoo website that will generate leads/opportunities automatically." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:23 msgid "" "To change to a specific sales channel, go to :menuselection:`Website --> " "Configuration --> Settings` under *Communication* you will find the Contact " "Form info and where to change the *Sales Channel* or *Salesperson*." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:32 #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:50 msgid "Create a custom contact form" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:34 msgid "" "You may want to know more from your visitor when they use the contact form " "to you will need to build a custom contact form on your website. These " "contact forms can generate multiple types of records in the system (emails, " "leads/opportunities, project tasks, helpdesk tickets, etc.)" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:43 msgid "" "You will need to install the free *Form Builder* module, only available in " "Odoo Enterprise." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:52 msgid "" "First, go to the page where you want to put your contact form. In edit mode," " drag the form builder onto the page, and you will be able to add all the " "fields you wish." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:59 msgid "" "By default, any new contact form will send an email. You can switch to " "lead/opportunity generation in *Change Form Parameters*." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:63 msgid "" "If the same visitor uses the contact form twice, the second entry will be " "added to the first lead/opportunity in the chatter." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:67 msgid "Generate leads instead of opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_from_website.rst:69 msgid "" "When using a contact form, you should use a qualification step before " "assigning the form to the right sales people. To do so, activate *Leads* in " "CRM settings and refer to :doc:`convert`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Send quotations" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5 msgid "" "When you qualify a lead into an opportunity you will most likely need to " "send them a quotation. You can directly do this in the CRM App with Odoo." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:12 msgid "Create a new quotation" msgstr "Ein neues Angebot erstellen" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14 msgid "" "By clicking on any opportunity or lead, you will see a *New Quotation* " "button, it will bring you into a new menu where you can manage your quote." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:21 msgid "" "You will find all your quotes to that specific opportunity under the " "*Quotations* menu on that page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:28 msgid "Mark them won/lost" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:30 msgid "" "Now you will need to mark your opportunity as won or lost to move the " "process along." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33 msgid "" "If you mark them as won, they will move to your *Won* column in your Kanban " "view. If you however mark them as *Lost* they will be archived." msgstr "" #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:5 msgid "" "Challenging your employees to reach specific targets with goals and rewards " "is an excellent way to reinforce good habits and improve your salespeople " "productivity. The Gamification module gives you simple and creative ways to " "motivate and evaluate your employees with real-time recognition and badges " "inspired by game mechanics." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:13 msgid "" "Install the *Gamification* module, or the *CRM gamification* one, which adds" " some useful data (goals and challenges) that can be used on *CRM/Sale*." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rstNone msgid "View of the gamification module being installed in Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:21 msgid "Create a challenge" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:23 msgid "" "Now, create your first challenge by going to :menuselection:`Settings --> " "Gamification Tools --> Challenges`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:27 msgid "" "As the gamification tool is a one-time technical setup, you need to activate" " the technical features in order to access the configuration. To do so, go " "to *Settings* and *Activate the developer mode*." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rstNone msgid "View if the gamification tools menu in Odoo Settings" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:35 msgid "" "A challenge is a mission that you send to your sales team. It can include " "one or several goals, set for a specific period of time. Configure your " "challenge as follows:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Assign the salespeople to be challenged;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:39 msgid "Assign a responsible;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "Set up the periodicity along with the start and the end date;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:41 msgid "Select your goals;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:42 msgid "Set up your rewards (badges)." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:45 msgid "" "Badges are granted when a challenge is finished. This is either at the end " "of a running period (eg: end of the month for a monthly challenge), at the " "end date of a challenge (if no periodicity is set), or when the challenge is" " manually closed." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:49 msgid "" "In the example below, 2 employees are being challenged with a *Monthly Sales" " Target*. The challenge is based on 2 goals: the total amount invoiced and " "number of new leads generated. At the end of the month, the winner will be " "granted with a badge." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rstNone msgid "" "View of the challenge form and a challenge being created for Odoo Sales" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:58 msgid "Set up goals" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:60 msgid "" "The users can be evaluated using goals and numerical objectives to reach." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:62 msgid "" "**Goals** are assigned through *challenges* that evaluate (see image above) " "and compare members of a team throughout time." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:66 msgid "" "You can create a new goal on the fly from a *Challenge* by clicking on *Add " "new item*, under *Goals*. Select the business object according to your " "company's needs. Examples: number of new leads, time to qualify a lead, " "total amount invoiced in a specific week, month or any other time frame " "based on your management preferences, etc." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rstNone msgid "" "View of the goal definition form and a goal definition being created for " "Odoo Sales" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:73 msgid "" "Goals may include your database setup as well (e.g. set your company data " "and a timezone, create new users, etc.)." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:77 msgid "Set up rewards" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:79 msgid "" "For non-numerical achievements, **Badges** can be granted to users. From a " "simple thank you to an exceptional achievement, a badge is an easy way to " "express gratitude to a user for their good work. To create and grant badges " "to your employees based on their performance, go to :menuselection:`Settings" " --> Gamification Tools --> Badges`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rstNone msgid "View of the badges page in Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:3 msgid "Synchronize Google Calendar with Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:5 msgid "" "Odoo is perfectly integrated with Google Calendar so that you can see & " "manage your meetings from both platforms (updates go through both " "directions)." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:10 msgid "Setup in Google" msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:11 msgid "" "Go to `Google APIs platform `__ to " "generate Google Calendar API credentials. Log in with your Google account." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:14 msgid "Go to the API & Services page." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:19 msgid "Search for *Google Calendar API* and select it." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:27 msgid "Enable the API." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:32 msgid "" "Select or create an API project to store the credentials if not yet done " "before. Give it an explicit name (e.g. Odoo Sync)." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:35 msgid "Create credentials." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:40 msgid "" "Select *Web browser (Javascript)* as calling source and *User data* as kind " "of data." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:46 msgid "" "Then you can create a Client ID. Enter the name of the application (e.g. " "Odoo Calendar) and the allowed pages on which you will be redirected. The " "*Authorized JavaScript origin* is your Odoo's instance URL. The *Authorized " "redirect URI* is your Odoo's instance URL followed by " "'/google_account/authentication'." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:55 msgid "" "Go through the Consent Screen step by entering a product name (e.g. Odoo " "Calendar). Feel free to check the customizations options but this is not " "mandatory. The Consent Screen will only show up when you enter the Client ID" " in Odoo for the first time." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:60 msgid "" "Finally you are provided with your **Client ID**. Go to *Credentials* to get" " the **Client Secret** as well. Both of them are required in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:67 msgid "Setup in Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:69 msgid "" "Install the **Google Calendar** App from the *Apps* menu or by checking the " "option in :menuselection:`Settings --> General Settings`." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:75 msgid "" "Go to :menuselection:`Settings --> General Settings` and enter your **Client" " ID** and **Client Secret** in Google Calendar option." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:81 msgid "" "The setup is now ready. Open your Odoo Calendar and sync with Google. The " "first time you do it you are redirected to Google to authorize the " "connection. Once back in Odoo, click the sync button again. You can click it" " whenever you want to synchronize your calendar." msgstr "" #: ../../content/applications/sales/crm/optimize/google_calendar_credentials.rst:89 msgid "As of now you no longer have excuses to miss a meeting!" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:3 msgid "Use VOIP services in Odoo with OnSIP" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:6 #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:6 msgid "Introduction" msgstr "Überblick" #: ../../content/applications/sales/crm/optimize/onsip.rst:8 msgid "" "Odoo VoIP can be set up to work together with OnSIP (www.onsip.com). In that" " case, the installation and setup of an Asterisk server is not necessary as " "the whole infrastructure is hosted and managed by OnSIP." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:10 msgid "" "You will need to open an account with OnSIP to use this service. Before " "doing so, make sure that your area and the areas you wish to call are " "covered by the service. After opening an OnSIP account, follow the " "configuration procedure below." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:15 msgid "Go to Apps and install the module **VoIP OnSIP**." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:20 msgid "" "Go to Settings/General Settings. In the section Integrations/Asterisk " "(VoIP), fill in the 3 fields:" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:22 msgid "" "**OnSIP Domain** is the domain you chose when creating an account on " "www.onsip.com. If you don't know it, log in to https://admin.onsip.com/ and " "you will see it in the top right corner of the screen." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:23 msgid "**WebSocket** should contain wss://edge.sip.onsip.com" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:24 msgid "**Mode** should be Production" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:29 msgid "" "Go to **Settings/Users**. In the form view of each VoIP user, in the " "Preferences tab, fill in the section **PBX Configuration**:" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:31 msgid "**SIP Login / Browser's Extension**: the OnSIP 'Username'" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:32 msgid "**OnSIP authorization User**: the OnSIP 'Auth Username'" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:33 msgid "**SIP Password**: the OnSIP 'SIP Password'" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:34 msgid "**Handset Extension**: the OnSIP 'Extension'" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:36 msgid "" "You can find all this information by logging in at " "https://admin.onsip.com/users, then select the user you want to configure " "and refer to the fields as pictured below." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:41 msgid "" "You can now make phone calls by clicking the phone icon in the top right " "corner of Odoo (make sure you are logged in as a user properly configured in" " Odoo and in OnSIP)." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:45 msgid "" "If you see a *Missing Parameters* message in the Odoo softphone, make sure " "to refresh your Odoo window and try again." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:52 msgid "" "If you see an *Incorrect Number* message in the Odoo softphone, make sure to" " use the international format, leading with the plus (+) sign followed by " "the international country code. E.g.: +16506913277 (where +1 is the " "international prefix for the United States)." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:57 msgid "" "You can now also receive phone calls. Your number is the one provided by " "OnSIP. Odoo will ring and display a notification." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:63 msgid "OnSIP on Your Cell Phone" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:65 msgid "" "In order to make and receive phone calls when you are not in front of your " "computer, you can use a softphone app on your cell phone in parallel of Odoo" " VoIP. This is useful for on-the-go calls, but also to make sure to hear " "incoming calls, or simply for convenience. Any SIP softphone will work." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:67 msgid "" "On Android and iOS, OnSIP has been successfully tested with `Grandstream " "Wave `_." " When creating an account, select OnSIP in the list of carriers. You will " "then have to configure it as follows:" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:69 msgid "**Account name**: OnSIP" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:70 msgid "**SIP Server**: the OnSIP 'Domain'" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:71 msgid "**SIP User ID**: the OnSIP 'Username'" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:72 msgid "**SIP Authentication ID**: the OnSIP 'Auth Username'" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:73 msgid "**Password**: the OnSIP 'SIP Password'" msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:75 msgid "" "Aside from initiating calls from Grandstream Wave on your phone, you can " "also initiate calls by clicking phone numbers in your browser on your PC. " "This will make Grandstream Wave ring and route the call via your phone to " "the other party. This approach is useful to avoid wasting time dialing phone" " numbers. In order to do so, you will need the Chrome extension `OnSIP Call " "Assistant `_." msgstr "" #: ../../content/applications/sales/crm/optimize/onsip.rst:79 msgid "" "The downside of using a softphone on your cell phone is that your calls will" " not be logged in Odoo as the softphone acts as an independent separate app." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:3 msgid "Configure your VOIP Asterisk server for Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:6 msgid "Installing Asterisk server" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:9 msgid "Dependencies" msgstr "Abhängigkeiten" #: ../../content/applications/sales/crm/optimize/setup.rst:11 msgid "" "Before installing Asterisk you need to install the following dependencies:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:13 msgid "wget" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:14 msgid "gcc" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:15 msgid "g++" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:16 msgid "ncurses-devel" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:17 msgid "libxml2-devel" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:18 msgid "sqlite-devel" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:19 msgid "libsrtp-devel" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:20 msgid "libuuid-devel" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:21 msgid "openssl-devel" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:22 msgid "pkg-config" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:24 msgid "In order to install libsrtp, follow the instructions below:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:35 msgid "" "You also need to install PJSIP, you can download the source `here " "`_. Once the source directory is " "extracted:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:37 msgid "**Change to the pjproject source directory:**" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:43 msgid "**run:**" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:49 msgid "**Build and install pjproject:**" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:57 msgid "**Update shared library links:**" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:63 msgid "**Verify that pjproject is installed:**" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:69 msgid "**The result should be:**" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:86 msgid "Asterisk" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:88 msgid "" "In order to install Asterisk 13.7.0, you can download the source directly " "`there `_." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:90 msgid "Extract Asterisk:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:96 msgid "Enter the Asterisk directory:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:102 msgid "Run the Asterisk configure script:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:108 msgid "Run the Asterisk menuselect tool:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:114 msgid "" "In the menuselect, go to the resources option and ensure that res_srtp is " "enabled. If there are 3 x’s next to res_srtp, there is a problem with the " "srtp library and you must reinstall it. Save the configuration (press x). " "You should also see stars in front of the res_pjsip lines." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:116 msgid "Compile and install Asterisk:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:122 msgid "" "If you need the sample configs you can run 'make samples' to install the " "sample configs. If you need to install the Asterisk startup script you can " "run 'make config'." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:125 msgid "DTLS Certificates" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:127 msgid "After you need to setup the DTLS certificates." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:133 msgid "Enter the Asterisk scripts directory:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:139 msgid "" "Create the DTLS certificates (replace pbx.mycompany.com with your ip address" " or dns name, replace My Super Company with your company name):" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:146 msgid "Configure Asterisk server" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:148 msgid "" "For WebRTC, a lot of the settings that are needed MUST be in the peer " "settings. The global settings do not flow down into the peer settings very " "well. By default, Asterisk config files are located in /etc/asterisk/. Start" " by editing http.conf and make sure that the following lines are " "uncommented:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:158 msgid "" "Next, edit sip.conf. The WebRTC peer requires encryption, avpf, and " "icesupport to be enabled. In most cases, directmedia should be disabled. " "Also under the WebRTC client, the transport needs to be listed as ‘ws’ to " "allow websocket connections. All of these config lines should be under the " "peer itself; setting these config lines globally might not work:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:186 msgid "" "In the sip.conf and rtp.conf files you also need to add or uncomment the " "lines:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:193 msgid "Lastly, set up extensions.conf:" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:202 msgid "Configure Odoo VOIP" msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:204 msgid "In Odoo, the configuration should be done in the user's preferences." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:210 msgid "" "The SIP Login/Browser's Extension is the number you configured previously in" " the sip.conf file (in our example: 1060)." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:212 msgid "The SIP Password is the secret you chose in the sip.conf file." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:214 msgid "" "The extension of your office's phone is not a required field but it is used " "if you want to transfer your call from Odoo to an external phone also " "configured in the sip.conf file." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:217 msgid "" "The configuration should also be done in the General Settings under the " "\"Integrations\" section." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:222 msgid "" "The PBX Server IP should be the same as the IP you define in the http.conf " "file." msgstr "" #: ../../content/applications/sales/crm/optimize/setup.rst:224 msgid "" "The WebSocket should be: ws://localhost:XXXX/ws where \"localhost\" needs to" " be the same as the IP defined previously and \"XXXX\" needs to be the port " "defined in the http.conf file." msgstr "" #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:3 msgid "Get an accurate probable turnover" msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:5 msgid "" "As you progress in your sales cycle, and move from one stage to another, you" " can expect to have more precise information about a given opportunity " "giving you an better idea of the probability of closing it, this is " "important to see your expected turnover in your various reports." msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:11 msgid "Configure your kanban stages" msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:13 msgid "" "By default, Odoo Kanban view has four stages: New, Qualified, Proposition, " "Won. Respectively with a 10, 30, 70 and 100% probability of success. You can" " add stages as well as edit them. By refining default probability of success" " for your business on stages, you can make your probable turnover more and " "more accurate." msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:25 msgid "" "Every one of your opportunities will have the probability set by default but" " you can modify them manually of course." msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:29 msgid "Set your opportunity expected revenue & closing date" msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:31 msgid "" "When you get information on a prospect, it is important to set an expected " "revenue and expected closing date. This will let you see your total expected" " revenue by stage as well as give a more accurate probable turnover." msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:40 msgid "See the overdue or closing soon opportunities" msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:42 msgid "" "In your pipeline, you can filter opportunities by how soon they will be " "closing, letting you prioritize." msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:48 msgid "" "As a sales manager, this tool can also help you see potential ways to " "improve your sale process, for example a lot of opportunities in early " "stages but with near closing date might indicate an issue." msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:53 msgid "View your total expected revenue and probable turnover" msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:55 msgid "" "While in your Kanban view you can see the expected revenue for each of your " "stages. This is based on each opportunity expected revenue that you set." msgstr "" #: ../../content/applications/sales/crm/performance/turnover.rst:62 msgid "" "As a manager you can go to :menuselection:`CRM --> Reporting --> Pipeline " "Analysis` by default *Probable Turnover* is set as a measure. This report " "will take into account the revenue you set on each opportunity but also the " "probability they will close. This gives you a much better idea of your " "expected revenue allowing you to make plans and set targets." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Check your Win/Loss Ratio" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:5 msgid "" "To see how well you are doing with your pipeline, take a look at the " "Win/Loss ratio." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:8 msgid "" "To access this report, go to your *Pipeline* view under the *Reporting* tab." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "" "From there you can filter to which opportunities you wish to see, yours, the" " ones from your sales channel, your whole company, etc. You can then click " "on filter and check Won/Lost." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:18 msgid "You can also change the *Measures* to *Total Revenue*." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:23 msgid "You also have the ability to switch to a pie chart view." msgstr "" #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" "While working with your opportunities, you might lose some of them. You will" " want to keep track of the reasons you lost them and also which ways Odoo " "can help you recover them in the future." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" "While in your pipeline, select any opportunity you want and you will see a " "*Mark Lost* button." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" "You can then select an existing *Lost Reason* or create a new one right " "there." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 msgid "Manage & create lost reasons" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24 msgid "" "You will find your *Lost Reasons* under :menuselection:`Configuration --> " "Lost Reasons`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 msgid "" "You can select & rename any of them as well as create a new one from there." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 msgid "Retrieve lost opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32 msgid "" "To retrieve lost opportunities and do actions on them (send an email, make a" " feedback call, etc.), select the *Lost* filter in the search bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 msgid "You will then see all your lost opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" "If you want to refine them further, you can add a filter on the *Lost " "Reason*." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 msgid "For Example, *Too Expensive*." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50 msgid "Restore lost opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52 msgid "" "From the Kanban view with the filter(s) in place, you can select any " "opportunity you wish and work on it as usual. You can also restore it by " "clicking on *Archived*." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59 msgid "" "You can also restore items in batch from the Kanban view when they belong to" " the same stage. Select *Restore Records* in the column options. You can " "also archive the same way." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 msgid "To select specific opportunities, you should switch to the list view." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" "Then you can select as many or all opportunities and select the actions you " "want to take." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78 msgid ":doc:`../performance/win_loss`" msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3 msgid "Manage multiple sales teams" msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:5 msgid "" "In Odoo, you can manage several sales teams, departments or channels with " "specific sales processes. To do so, we use the concept of *Sales Channel*." msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10 msgid "Create a new sales channel" msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:12 msgid "" "To create a new *Sales Channel*, go to :menuselection:`Configuration --> " "Sales Channels`." msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:14 msgid "" "There you can set an email alias to it. Every message sent to that email " "address will create a lead/opportunity." msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:21 msgid "Add members to your sales channel" msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:23 msgid "" "You can add members to any channel; that way those members will see the " "pipeline structure of the sales channel when opening it. Any " "lead/opportunity assigned to them will link to the sales channel. Therefore," " you can only be a member of one channel." msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:28 msgid "This will ease the process review of the team manager." msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:33 msgid "" "If you now filter on this specific channel in your pipeline, you will find " "all of its opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:40 msgid "Sales channel dashboard" msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:42 msgid "" "To see the operations and results of any sales channel at a glance, the " "sales manager also has access to the *Sales Channel Dashboard* under " "*Reporting*." msgstr "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:46 msgid "" "It is shared with the whole ecosystem so every revenue stream is included in" " it: Sales, eCommerce, PoS, etc." msgstr "" #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads based on scoring" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5 msgid "" "With *Leads Scoring* you can automatically rank your leads based on selected" " criteria." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:8 msgid "" "For example you could score customers from your country higher or the ones " "that visited specific pages on your website." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "" "To use scoring, install the free module *Lead Scoring* under your *Apps* " "page (only available in Odoo Enterprise)." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:21 msgid "Create scoring rules" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23 msgid "" "You now have a new tab in your *CRM* app called *Leads Management* where you" " can manage your scoring rules." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Here's an example for a Canadian lead, you can modify for whatever criteria " "you wish to score your leads on. You can add as many criteria as you wish." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 msgid "" "Every hour every lead without a score will be automatically scanned and " "assigned their right score according to your scoring rules." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 msgid "Assign leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:42 msgid "" "Once the scores computed, leads can be assigned to specific teams using the " "same domain mechanism. To do so go to :menuselection:`CRM --> Leads " "Management --> Team Assignation` and apply a specific domain on each team. " "This domain can include scores." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 msgid "" "Further on, you can assign to a specific vendor in the team with an even " "more refined domain." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:52 msgid "" "To do so go to :menuselection:`CRM --> Leads Management --> Leads " "Assignation`." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:58 msgid "" "The team & leads assignation will assign the unassigned leads once a day." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "Evaluate & use the unassigned leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 msgid "" "Once your scoring rules are in place you will most likely still have some " "unassigned leads. Some of them could still lead to an opportunity so it is " "useful to do something with them." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 msgid "" "In your leads page you can place a filter to find your unassigned leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:73 msgid "" "Why not using :menuselection:`Email Marketing` or :menuselection:`Marketing " "Automation` apps to send a mass email to them? You can also easily find such" " unassigned leads from there." msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3 msgid "Track your prospects visits" msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:5 msgid "" "Tracking your website pages will give you much more information about the " "interests of your website visitors." msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:8 msgid "" "Every tracked page they visit will be recorded on your lead/opportunity if " "they use the contact form on your website." msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:14 msgid "" "To use this feature, install the free module *Lead Scoring* under your " "*Apps* page (only available in Odoo Enterprise)." msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21 msgid "Track a webpage" msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:23 msgid "" "Go to any static page you want to track on your website and under the " "*Promote* tab you will find *Optimize SEO*" msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:29 msgid "There you will see a *Track Page* checkbox to track this page." msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35 msgid "See visited pages in your leads/opportunities" msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:37 msgid "" "Now each time a lead is created from the contact form it will keep track of " "the pages visited by that visitor. You have two ways to see those pages, on " "the top right corner of your lead/opportunity you can see a *Page Views* " "button but also further down you will see them in the chatter." msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:43 msgid "" "Both will update if the viewers comes back to your website and visits more " "pages." msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:52 msgid "" "The feature will not repeat multiple viewings of the same pages in the " "chatter." msgstr "" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:55 msgid "Your customers will no longer be able to keep any secrets from you!" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:5 msgid "Point of Sale" msgstr "Point of Sale" #: ../../content/applications/sales/point_of_sale/advanced.rst:5 msgid "Advanced topics" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:3 msgid "Using barcodes in PoS" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:5 msgid "" "Using a barcode scanner to process point of sale orders improves your " "efficiency and helps you to save time for you and your customers." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:11 msgid "" "To use a barcode scanner, go to :menuselection:`Point of Sale --> " "Configuration --> Point of sale` and select your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:14 msgid "" "Under the IoT Box / Hardware category, you will find *Barcode Scanner* " "select it." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:21 msgid "Add barcodes to product" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:23 msgid "" "Go to :menuselection:`Point of Sale --> Catalog --> Products` and select a " "product." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:26 msgid "" "Under the general information tab, you can find a barcode field where you " "can input any barcode." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:33 msgid "Scanning products" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/barcode.rst:35 msgid "" "From your PoS interface, scan any barcode with your barcode scanner. The " "product will be added, you can scan the same product to add it multiple " "times or change the quantity manually on the screen." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:3 msgid "Accept credit card payment using Mercury" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:5 msgid "" "A MercuryPay account (see `*MercuryPay website* " "`__) is required to accept credit card payments" " in Odoo 11 PoS with an integrated card reader. MercuryPay only operates " "with US and Canadian banks making this procedure only suitable for North " "American businesses." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:11 msgid "" "An alternative to an integrated card reader is to work with a standalone " "card reader, copy the transaction total from the Odoo POS screen into the " "card reader, and record the transaction in Odoo POS." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:16 msgid "Install Mercury" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:18 msgid "" "To install Mercury go to :menuselection:`Apps` and search for the *Mercury* " "module." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:27 msgid "" "To configure mercury, you need to activate the developer mode. To do so go " "to :menuselection:`Apps --> Settings` and select *Activate the developer " "mode*." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:34 msgid "" "While in developer mode, go to :menuselection:`Point of Sale --> " "Configuration --> Mercury Configurations`." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:37 msgid "" "Create a new configuration for credit cards and enter your Mercury " "credentials." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:43 msgid "" "Then go to :menuselection:`Point of Sale --> Configuration --> Payment " "Methods` and create a new one." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:46 msgid "" "Under *Point of Sale* when you select *Use in Point of Sale* you can then " "select your Mercury credentials that you just created." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/mercury.rst:52 msgid "" "You now have a new option to pay by credit card when validating a payment." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:3 msgid "Manage multiple cashiers" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:5 msgid "" "With Odoo Point of Sale, you can easily manage multiple cashiers. This " "allows you to keep track on who is working in the Point of Sale and when." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:9 msgid "" "There are three different ways of switching between cashiers in Odoo. They " "are all explained below." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:13 msgid "" "To manage multiple cashiers, you need to have several users (at least two)." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:17 msgid "Switch without pin codes" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:19 msgid "" "The easiest way to switch cashiers is without a code. Simply press on the " "name of the current cashier in your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:25 msgid "You will then be able to change between different users." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:30 msgid "And the cashier will be changed." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:33 msgid "Switch cashiers with pin codes" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:35 msgid "" "You can also set a pin code on each user. To do so, go to " ":menuselection:`Settings --> Manage Access rights` and select the user." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:41 msgid "" "On the user page, under the *Point of Sale* tab you can add a Security PIN." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:47 msgid "Now when you switch users you will be asked to input a PIN password." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:53 msgid "Switch cashiers with barcodes" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:55 msgid "You can also ask your cashiers to log themselves in with their badges." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:57 msgid "Back where you put a security PIN code, you could also put a barcode." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:62 msgid "" "When they scan their barcode, the cashier will be switched to that user." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/multi_cashiers.rst:64 msgid "Barcode nomenclature link later on" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:3 msgid "Reprint Receipts" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:5 msgid "" "Use the *Reprint receipt* feature if you have the need to reprint a ticket." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:10 msgid "" "To activate *Reprint Receipt*, go to :menuselection:`Point of Sale --> " "Configuration --> Point of sale`. and select your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:13 msgid "" "Under the Bills & Receipts category, you will find *Reprint Receipt* option." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:17 msgid "" "In order to allow the option reprint receipt, you need to activate the " "receipt printer." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:23 msgid "Reprint a receipt" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:25 msgid "On your PoS interface, you now have a *Reprint receipt* button." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced/reprint.rst:30 msgid "When you use it, you can then reprint your last receipt." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features.rst:5 msgid "Advanced Pricing Features" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:3 msgid "Using discount tags with a barcode scanner" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:5 msgid "" "If you want to sell your products with a discount, for a product getting " "close to its expiration date for example, you can use discount tags. They " "allow you to scan discount barcodes." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:10 msgid "To use discount tags you will need to use a barcode scanner." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "Barcode-Nomenklatur" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:17 msgid "" "Let's say you want to have a discount for the product with the following " "barcode:" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:23 msgid "" "You can find the *Default Nomenclature* under the settings of your PoS " "interface." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:32 msgid "" "Let's say you want 50% discount on a product you have to start your barcode " "with 22 (for the discount barcode nomenclature) and then 50 (for the %) " "before adding the product barcode. In our example, the barcode would be:" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:43 msgid "You first have to scan the desired product (in our case, a lemon)." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/discount_tags.rst:48 msgid "" "And then scan the discount tag. The discount will be applied and you can " "finish the transaction." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:3 msgid "Manage a loyalty program" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:5 msgid "" "Encourage your customers to continue to shop at your point of sale with a " "*Loyalty Program*." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:11 msgid "" "To activate the *Loyalty Program* feature, go to :menuselection:`Point of " "Sale --> Configuration --> Point of sale` and select your PoS interface. " "Under the Pricing features, select *Loyalty Program*" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:24 msgid "" "You can decide what type of program you wish to use, if the reward is a " "discount or a gift, make it specific to some products or cover your whole " "range. Apply rules so that it is only valid in specific situation and " "everything in between." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:32 msgid "" "When a customer is set, you will now see the points they will get for the " "transaction and they will accumulate until they are spent. They are spent " "using the button *Rewards* when they have enough points according to the " "rules defined in the loyalty program." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:40 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:45 msgid "" "You can see the price is instantly updated to reflect the pricelist. You can" " finalize the order in your usual way." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/loyalty.rst:44 #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:49 msgid "" "If you select a customer with a default pricelist, it will be applied. You " "can of course change it." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:3 msgid "Apply manual discounts" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:5 msgid "" "If you seldom use discounts, applying manual discounts might be the easiest " "solution for your Point of Sale." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:8 msgid "" "You can either apply a discount on the whole order or on specific products." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:12 msgid "Apply a discount on a product" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:14 msgid "From your session interface, use *Disc* button." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:19 msgid "" "You can then input a discount (in percentage) over the product that is " "currently selected and the discount will be applied." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:23 msgid "Apply a global discount" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:25 msgid "" "To apply a discount on the whole order, go to :menuselection:`Point of Sales" " --> Configuration --> Point of sale` and select your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:28 msgid "" "Under the *Pricing* category, you will find *Global Discounts* select it." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:34 msgid "You now have a new *Discount* button in your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:39 msgid "" "Once clicked you can then enter your desired discount (in percentages)." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/manual_discount.rst:44 msgid "" "On this example, you can see a global discount of 50% as well as a specific " "product discount also at 50%." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:3 msgid "Using Pricelists in Point of Sale" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:5 msgid "" "You probably know the concept of happy hour: during a certain period of " "time, the barman gives a discount on some drinks (usually 50% off or a buy " "one get one free). When the period is over, prices go back to normal. But " "how does that relate with Odoo?" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:10 msgid "" "In Odoo, you can set up happy hours. It’s one of the many possible uses of " "*Pricelists*. Those *Pricelists* allow the creation of multiple prices for " "the same product: a regular one and a special one for happy hours. Available" " in the *PoS* app, those are really convenient." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:17 msgid "Set up Pricelists" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:19 msgid "" "To set up a *Pricelist*, go to :menuselection:`Point of Sale --> " "Configuration --> Configuration` and enable the *Pricelist* feature. Then, " "go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" " enable *Pricelist* for the *PoS*." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:26 msgid "" "Now, you can create *Pricelists* by clicking on the *Pricelists* link. Then," " set it up by choosing the product category you want to include in your " "happy hour and the discount." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:33 msgid "" "Go back to your *PoS* settings and add the Happy Hour pricelist to the list." " You can even choose a default pricelist if needed." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:39 msgid "" "From now on, on the *PoS* interface, a new button is available, allowing you" " to choose among the different *pricelists* you added before." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/pricelists.rst:46 msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:3 msgid "Apply time-limited discounts" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:5 msgid "" "Entice your customers and increase your revenue by offering time-limited or " "seasonal discounts. Odoo has a powerful pricelist feature to support a " "pricing strategy tailored to your business." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:12 msgid "" "To activate the *Pricelists* feature, go to :menuselection:`Point of Sales " "--> Configuration --> Point of sale` and select your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:18 msgid "" "Choose the pricelists you want to make available in this Point of Sale and " "define the default pricelist. You can access all your pricelists by clicking" " on *Pricelists*." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:23 msgid "Create a pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:25 msgid "" "By default, you have a *Public Pricelist* to create more, go to " ":menuselection:`Point of Sale --> Catalog --> Pricelists`" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:31 msgid "" "You can set several criteria to use a specific price: periods, min. quantity" " (meet a minimum ordered quantity and get a price break), etc. You can also " "chose to only apply that pricelist on specific products or on the whole " "range." msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:37 msgid "Using a pricelist in the PoS interface" msgstr "" #: ../../content/applications/sales/point_of_sale/advanced_pricing_features/seasonal_discount.rst:39 msgid "" "You now have a new button above the *Customer* one, use it to instantly " "select the right pricelist." msgstr "" #: ../../content/applications/sales/point_of_sale/analyze.rst:5 msgid "Analyze sales" msgstr "" #: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:3 msgid "View your Point of Sale statistics" msgstr "" #: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:5 msgid "" "Keeping track of your sales is key for any business. That's why Odoo " "provides you a practical view to analyze your sales and get meaningful " "statistics." msgstr "" #: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:10 msgid "View your statistics" msgstr "" #: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:12 msgid "" "To access your statistics go to :menuselection:`Point of Sale --> Reporting " "--> Orders`" msgstr "" #: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:15 msgid "You can then see your various statistics in graph or pivot form." msgstr "" #: ../../content/applications/sales/point_of_sale/analyze/statistics.rst:21 msgid "You can also access the stats views by clicking here" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm.rst:5 msgid "Belgian Fiscal Data Module" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:3 msgid "Setting up the Fiscal Data Module with the Odoo POS" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:8 msgid "" "The Belgian government requires certain businesses to use a government-" "certified device called a **Fiscal Data Module** (also known as a " "**blackbox**). This device works together with the POS application and logs " "certain transactions. On top of that, the used POS application must also be " "certified by the government and must adhere to strict standards specified by" " them. `Odoo 9 (Enterprise Edition) is a certified application " "`_. More " "information concerning the Fiscal Data Module can be found on `the official " "website `_." msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:20 msgid "Required hardware" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:22 msgid "" "A government certified `Fiscal Data Module " "`_ per POS, all of them should work, but the " "Cleancash SC-B is recommended, you will also need:" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:27 msgid "" "Serial null modem cable per FDM (`example " "`__)" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:29 msgid "" "Serial-to-USB adapter per FDM (`example " "`__)" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:32 msgid "A registered IoT Box per POS configuration" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:35 msgid "Setup" msgstr "Einrichtung" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:38 msgid "IoT Box" msgstr "IoT Box" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:40 msgid "" "In order to use a Fiscal Data Module, you will need a registered IoT Box. " "These IoT Boxes are similar to the regular IoT Boxes we sell, but they are " "registered with the Belgian government. This is required by law. Attempting " "to use a Fiscal Data Module on a non-registered IoT Box will not work. You " "can verify that the Fiscal Data Module is recognized by the IoT Box by going" " to the *Hardware status page* via the IoT Box homepage." msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:52 msgid "Odoo" msgstr "Odoo" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:54 msgid "" "An Odoo POS app can be given certified POS capabilities by installing the " "**Belgian Registered Cash Register** app (technical name: " "``pos_blackbox_be``). Because of government restrictions imposed on us, this" " installation cannot be undone. After this, you will have to ensure that " "each POS configuration has a unique registered IoT Box associated with it " "(:menuselection:`Point of Sale --> Configuration --> Point of Sale` and " "ensure Hardware Proxy / IoT Box and the serial number of your IoT Box is " "set). The first time you open the Point of Sale and attempt to do a " "transaction, you will be asked to input the PIN that you received with your " "VAT signing card." msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:69 msgid "Certification & On-premise" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:71 msgid "" "The certification granted by the government is restricted to the use on " "odoo.com SaaS instance. The usage of the module from the source or a " "modified version will **not** be certified. For on-premise users, we also " "support the Fiscal Data Module in such installations. The main restriction " "is that this requires an obfuscated version of the ``pos_blackbox_be`` " "module we will provide on request for Enterprise customers." msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:79 msgid "Restrictions" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:81 msgid "" "As mentioned before, in order to get certified the POS application must " "adhere to strict government guidelines. Because of this, a certified Odoo " "POS has some limitations not present in the non-certified Odoo POS." msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:86 msgid "Refunding is disabled" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:87 msgid "Modifying orderline prices" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:88 msgid "Creating/modifying/deleting POS orders" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:89 msgid "Selling products without a valid tax" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:90 msgid "Multiple Odoo POS configurations per IoT Box are not allowed" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:91 msgid "Using the POS without a connection to the IoT Box (and thus FDM)" msgstr "" #: ../../content/applications/sales/point_of_sale/belgian_fdm/setup.rst:92 msgid "Blacklisted modules: pos_discount, pos_reprint, pos_loyalty" msgstr "" #: ../../content/applications/sales/point_of_sale/overview.rst:5 #: ../../content/applications/sales/point_of_sale/overview/start.rst:6 msgid "Overview" msgstr "Übersicht" #: ../../content/applications/sales/point_of_sale/overview/register.rst:3 msgid "Register customers" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/register.rst:5 msgid "" "Registering your customers will give you the ability to grant them various " "privileges such as discounts, loyalty program, specific communication. It " "will also be required if they want an invoice and registering them will make" " any future interaction with them faster." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/register.rst:11 msgid "Create a customer" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/register.rst:13 msgid "From your session interface, use the customer button." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/register.rst:18 msgid "Create a new one by using this button." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/register.rst:23 msgid "" "You will be invited to fill out the customer form with their information." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/register.rst:29 msgid "" "Use the save button when you are done. You can then select that customer in " "any future transactions." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:3 msgid "Getting started with Odoo Point of Sale" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:8 msgid "" "Odoo's online Point of Sale application is based on a simple, user friendly " "interface. The Point of Sale application can be used online or offline on " "iPads, Android tablets or laptops." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:12 msgid "" "Odoo Point of Sale is fully integrated with the Inventory and Accounting " "applications. Any transaction in your point of sale will be automatically " "registered in your stock and accounting entries but also in your CRM as the " "customer can be identified from the app." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:17 msgid "" "You will be able to run real time statistics and consolidations across all " "your shops without the hassle of integrating several external applications." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:25 msgid "Install the Point of Sale application" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:27 msgid "Go to Apps and install the Point of Sale application." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:33 msgid "" "If you are using Odoo Accounting, do not forget to install a chart of " "accounts if it's not already done. This can be achieved in the accounting " "settings." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:38 msgid "Make products available in the Point of Sale" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:40 msgid "" "To make products available for sale in the Point of Sale, open a product, go" " in the tab Sales and tick the box \"Available in Point of Sale\"." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:48 msgid "" "You can also define there if the product has to be weighted with a scale." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:52 msgid "Configure your payment methods" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:54 msgid "" "To add a new payment method for a Point of Sale, go to :menuselection:`Point" " of Sale --> Configuration --> Point of Sale --> Choose a Point of Sale --> " "Go to the Payments section` and click on the link \"Payment Methods\"." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:62 msgid "" "Now, you can create new payment methods. Do not forget to tick the box \"Use" " in Point of Sale\"." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:68 msgid "" "Once your payment methods are created, you can decide in which Point of Sale" " you want to make them available in the Point of Sale configuration." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:75 msgid "Configure your Point of Sale" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:77 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" " select the Point of Sale you want to configure. From this menu, you can " "edit all the settings of your Point of Sale." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:82 msgid "Create your first PoS session" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:85 msgid "Your first order" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:87 msgid "" "You are now ready to make your first sales through the PoS. From the PoS " "dashboard, you see all your points of sale and you can start a new session." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:94 msgid "You now arrive on the PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:99 msgid "" "Once an order is completed, you can register the payment. All the available " "payment methods appear on the left of the screen. Select the payment method " "and enter the received amount. You can then validate the payment." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:104 msgid "You can register the next orders." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:107 msgid "Close the PoS session" msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:109 msgid "" "At the end of the day, you will close your PoS session. For this, click on " "the close button that appears on the top right corner and confirm. You can " "now close the session from the dashboard." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:117 msgid "" "It's strongly advised to close your PoS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:119 msgid "You will then see a summary of all transactions per payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:124 msgid "" "You can click on a line of that summary to see all the orders that have been" " paid by this payment method during that PoS session." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:127 msgid "" "If everything is correct, you can validate the PoS session and post the " "closing entries." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:130 msgid "It's done, you have now closed your first PoS session." msgstr "" #: ../../content/applications/sales/point_of_sale/overview/start.rst:133 msgid "" "To connect the PoS to hardware with an Odoo IoT Box, please see the section " ":doc:`/applications/productivity/iot/config/connect` and " ":doc:`/applications/productivity/iot/config/pos`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment.rst:5 msgid "Payment Terminals" msgstr "Zahlungsterminals" #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:3 msgid "Connect a Vantiv Payment Terminal to your PoS" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:5 msgid "" "Connecting a Vantiv payment terminal allows you to offer a fluid payment " "flow to your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:9 msgid "" "Please note MercuryPay only operates with US and Canadian banks, making this" " procedure only suitable for North American businesses." msgstr "" #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:16 msgid "Configure the Payment Method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:18 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." msgstr "" #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:24 msgid "" "Back in *Point of Sale > Configuration > Point of Sale*, go in the payments " "section and access your payment methods. Create a new payment method for " "Vantiv, select the payment terminal option Vantiv, and create new Vantiv " "credentials." msgstr "" #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:32 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " "save the payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:40 msgid "Pay with a Payment Terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment/vantiv.rst:42 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Advanced Restaurant Features" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Print the Bill" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5 msgid "" "Use the *Bill Printing* feature to print the bill before the payment. This " "is useful if the bill is still subject to evolve and is thus not the " "definitive ticket." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 msgid "Configure Bill Printing" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12 msgid "" "To activate *Bill Printing*, go to :menuselection:`Point of Sale --> " "Configuration --> Point of sale` and select your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:15 msgid "" "Under the Bills & Receipts category, you will find *Bill Printing* option." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:22 msgid "Split a Bill" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:24 msgid "On your PoS interface, you now have a *Bill* button." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:29 msgid "When you use it, you can then print the bill." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Print orders at the kitchen or bar" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5 msgid "" "To ease the workflow between the front of house and the back of the house, " "printing the orders taken on the PoS interface right in the kitchen or bar " "can be a tremendous help." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 msgid "Activate the bar/kitchen printer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:12 msgid "" "To activate the *Order printing* feature, go to :menuselection:`Point of " "Sales --> Configuration --> Point of sale` and select your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:16 msgid "" "Under the IoT Box / Hardware Proxy category, you will find *Order Printers*." " Note that you need an IoT Box to connect your Printer to the PoS." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:20 msgid "Add a printer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22 msgid "" "In your configuration menu you will now have a *Order Printers* option where" " you can add the printer." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:29 msgid "Print a kitchen/bar order" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34 msgid "Select or create a printer." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37 msgid "Print the order in the kitchen/bar" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39 msgid "On your PoS interface, you now have a *Order* button." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44 msgid "" "When you press it, it will print the order on your kitchen/bar printer." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:3 msgid "Register multiple orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:5 msgid "" "The Odoo Point of Sale App allows you to register multiple orders " "simultaneously giving you all the flexibility you need." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:9 msgid "Register an additional order" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:11 msgid "" "When you are registering any order, you can use the *+* button to add a new " "order." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:14 msgid "" "You can then move between each of your orders and process the payment when " "needed." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/multi_orders.rst:20 msgid "" "By using the *-* button, you can remove the order you are currently on." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:3 msgid "Setup PoS Restaurant/Bar" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:5 msgid "" "Food and drink businesses have very specific needs that the Odoo Point of " "Sale application can help you to fulfill." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:11 msgid "" "To activate the *Bar/Restaurant* features, go to :menuselection:`Point of " "Sale --> Configuration --> Point of sale` and select your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:15 msgid "Select *Is a Bar/Restaurant*" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/setup.rst:20 msgid "" "You now have various specific options to help you setup your point of sale. " "You can see those options have a small knife and fork logo next to them." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/split.rst:3 msgid "Offer a bill-splitting option" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/split.rst:5 msgid "" "Offering an easy bill splitting solution to your customers will leave them " "with a positive experience. That's why this feature is available out-of-the-" "box in the Odoo Point of Sale application." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/split.rst:12 msgid "" "To activate the *Bill Splitting* feature, go to :menuselection:`Point of " "Sales --> Configuration --> Point of sale` and select your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/split.rst:16 msgid "" "Under the Bills & Receipts category, you will find the Bill Splitting " "option." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/split.rst:23 msgid "Split a bill" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/split.rst:25 msgid "In your PoS interface, you now have a *Split* button." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/split.rst:30 msgid "" "When you use it, you will be able to select what that guest should had and " "process the payment, repeating the process for each guest." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:3 msgid "Configure your table management" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:5 msgid "" "Once your point of sale has been configured for bar/restaurant usage, select" " *Table Management* in :menuselection:`Point of Sale --> Configuration --> " "Point of sale`.." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:9 msgid "Add a floor" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:11 msgid "" "When you select *Table management* you can manage your floors by clicking on" " *Floors*" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:18 msgid "Add tables" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:20 msgid "From your PoS interface, you will now see your floor(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:25 msgid "" "When you click on the pencil you will enter into edit mode, which will allow" " you to create tables, move them, modify them, ..." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:31 msgid "" "In this example I have 2 round tables for six and 2 square tables for four, " "I color coded them to make them easier to find, you can also rename them, " "change their shape, size, the number of people they hold as well as " "duplicate them with the handy tool bar." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:36 msgid "Once your floor plan is set, you can close the edit mode." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:39 msgid "Register your table(s) orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:41 msgid "" "When you select a table, you will be brought to your usual interface to " "register an order and payment." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/table.rst:44 msgid "" "You can quickly go back to your floor plan by selecting the floor button and" " you can also transfer the order to another table." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Integrate a tip option into payment" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5 msgid "" "As it is customary to tip in many countries all over the world, it is " "important to have the option in your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:9 msgid "Configure Tipping" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 msgid "" "To activate the *Tips* feature, go to :menuselection:`Point of Sale --> " "Configuration --> Point of sale` and select your PoS." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:14 msgid "" "Under the Bills & Receipts category, you will find *Tips*. Select it and " "create a *Tip Product* such as *Tips* in this case." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:21 msgid "Add Tips to the bill" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:23 msgid "Once on the payment interface, you now have a new *Tip* button" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:28 msgid "Add the tip your customer wants to leave and process to the payment." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:3 msgid "Transfer customers between tables" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:5 msgid "" "If your customer(s) want to change table after they have already placed an " "order, Odoo can help you to transfer the customers and their order to their " "new table, keeping your customers happy without making it complicated for " "you." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:11 msgid "Transfer customer(s)" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:13 msgid "Select the table your customer(s) is/are currently on." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/transfer.rst:18 msgid "" "You can now transfer the customers, simply use the transfer button and " "select the new table" msgstr "" #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Advanced Shop Features" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:3 msgid "Set-up Cash Control in Point of Sale" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:5 msgid "" "Cash control allows you to check the amount of the cashbox at the opening " "and closing. You can thus make sure no error has been made and that no cash " "is missing." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:10 msgid "Activate Cash Control" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:12 msgid "" "To activate the *Cash Control* feature, go to :menuselection:`Point of Sales" " --> Configuration --> Point of sale` and select your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:16 msgid "Under the payments category, you will find the cash control setting." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:21 msgid "" "In this example, you can see I want to have 275$ in various denomination at " "the opening and closing." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:24 msgid "" "When clicking on **Opening/Closing Values** you will be able to create those" " values." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:31 msgid "Start a session" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:33 msgid "" "You now have a new button added when you open a session, *Set opening " "Balance*" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:42 msgid "" "By default it will use the values you added before, but you can always " "modify it." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:46 msgid "Close a session" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:48 msgid "" "When you want to close your session, you now have a *Set Closing Balance* " "button as well." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:51 msgid "" "You can then see the theoretical balance, the real closing balance (what you" " have just counted) and the difference between the two." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/cash_control.rst:57 msgid "" "If you use the *Take Money Out* option to take out your transactions for " "this session, you now have a zero-sum difference and the same closing " "balance as your opening balance. You cashbox is ready for the next session." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:3 msgid "Invoice from the PoS interface" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:5 msgid "" "Some of your customers might request an invoice when buying from your Point " "of Sale, you can easily manage it directly from the PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:9 msgid "Activate invoicing" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:11 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale` and" " select your Point of Sale:" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:17 msgid "" "Under the *Bills & Receipts* you will see the invoicing option, tick it. " "Don't forget to choose in which journal the invoices should be created." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:25 msgid "Select a customer" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:27 msgid "From your session interface, use the customer button" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:32 msgid "" "You can then either select an existing customer and set it as your customer " "or create a new one by using this button." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:38 msgid "" "You will be invited to fill out the customer form with its information." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:41 msgid "Invoice your customer" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:43 msgid "" "From the payment screen, you now have an invoice option, use the button to " "select it and validate." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:49 msgid "You can then print the invoice and move on to your next order." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:52 msgid "Retrieve invoices" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/invoice.rst:54 msgid "" "Once out of the PoS interface (:menuselection:`Close --> Confirm` on the top" " right corner) you will find all your orders in :menuselection:`Point of " "Sale --> Orders --> Orders` and under the status tab you will see which ones" " have been invoiced. When clicking on a order you can then access the " "invoice." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/refund.rst:3 msgid "Accept returns and refund products" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/refund.rst:5 msgid "" "Having a well-thought-out return policy is key to attract - and keep - your " "customers. Making it easy for you to accept and refund those returns is " "therefore also a key aspect of your *Point of Sale* interface." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/refund.rst:10 msgid "" "From your *Point of Sale* interface, select the product your customer wants " "to return, use the +/- button and enter the quantity they need to return. If" " they need to return multiple products, repeat the process." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/refund.rst:17 msgid "" "As you can see, the total is in negative, to end the refund you simply have " "to process the payment." msgstr "" #: ../../content/applications/sales/sales/advanced.rst:5 msgid "Advanced Topics" msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:3 msgid "How to give portal access rights to my customers?" msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:6 msgid "What is Portal access/Who is a portal user?" msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:8 msgid "" "A portal access is given to a user who has the necessity to have access to " "Odoo instance, to view certain documents or information in the system." msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:12 msgid "For Example, a long term client who needs to view online quotations." msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:14 msgid "" "A portal user has only read/view access. He or she will not be able to edit " "any document in the system." msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:18 msgid "How to give portal access to customers?" msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:21 msgid "From Contacts Module" msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:23 msgid "" "From the main menu, select **Contacts** menu. If the contact is not yet " "created in the system, click on the create button to create new contact. " "Enter details of the contact and click \"save\"." msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:33 msgid "" "Choose a contact, click on the **Action** menu in the top-center of the " "interface and from the drop down." msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:36 msgid "Select **Portal Access Management**. A pop up window appears." msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:41 msgid "" "Enter the login **email ID**, check the box under **In Portal** and add the " "content to be included in the email in the text field box below. Click on " "**Apply** when you're done." msgstr "" #: ../../content/applications/sales/sales/advanced/portal.rst:47 msgid "" "An email will be sent to the specified email address, indicating that the " "contact is now a portal user of the respective instance." msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:3 msgid "How to list a product?" msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:6 msgid "Listing without variation" msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:8 msgid "" "In order to list a product, you need to check the **use eBay** field on a " "product form. The eBay tab will be available." msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:14 msgid "" "When the **Use Stock Quantity** field is checked, the quantity sets on eBay " "will be the Odoo **Forecast Quantity**." msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:17 msgid "" "The **Description Template** allows you to use templates for your listings. " "The default template only use the **eBay Description** field of the product." " You can use html inside the **Description Template** and in the **eBay " "Description**." msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:21 msgid "" "To use pictures in your listing, you need to add them as **Attachments** on " "the product template." msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:24 msgid "Listing with variations" msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:26 msgid "" "When the **use eBay** on a product with variations is checked and with " "**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" " the variants array, you can choose which variant will be listed on eBay as " "well as set the price and the quantity for each variant." msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:35 msgid "Listing with item specifics" msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:37 msgid "" "In order to add item specifics, you should create a product attribute with " "one value in the **Variants** tab on the product form." msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:44 msgid "Product Identifiers" msgstr "" #: ../../content/applications/sales/sales/ebay/manage.rst:46 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " "the eBay category. The module manages the EAN and UPC identifiers with the " "**Barcode** field of the product variant. If the **Barcode** field is empty " "or is value is not valid, the EAN and UPC values will be set as 'Does not " "apply' as recommended by eBay. The Brand and MPN values are working as item " "specifics and should be define in the **Variants** tab on the product form. " "If these values are not set, 'Does not apply' will be used for the eBay " "listing." msgstr "" #: ../../content/applications/sales/sales/ebay/setup.rst:3 msgid "How to configure eBay in Odoo?" msgstr "" #: ../../content/applications/sales/sales/ebay/setup.rst:6 msgid "Create eBay tokens" msgstr "" #: ../../content/applications/sales/sales/ebay/setup.rst:8 msgid "" "In order to create your tokens, you need to create a developer account on " "the `developer portal `_. Once you are " "logged in, you can create **Sandbox Keys** and **Production Keys** by " "clicking on the adequate buttons." msgstr "" #: ../../content/applications/sales/sales/ebay/setup.rst:16 msgid "" "After the creation of the keys, you can get the user token. To do so, click " "on the **Get a User Token** link in the bottom of the page. Go through the " "form, log in with you eBay account and you will get the keys and token " "needed to configure the module in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay/setup.rst:22 msgid "Set up tokens in Odoo?" msgstr "" #: ../../content/applications/sales/sales/ebay/setup.rst:24 msgid "" "To set up the eBay integration, go to :menuselection:`Sales --> " "Configuration --> Settings`." msgstr "" #: ../../content/applications/sales/sales/ebay/setup.rst:29 msgid "" "First choose if you want to use the production or the sandbox eBay Site. " "Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " "Key**. Apply the changes." msgstr "" #: ../../content/applications/sales/sales/ebay/setup.rst:33 msgid "" "Once the page is reloaded, you need to synchronize information from eBay. " "Push on **Sync countries and currencies**, then you can fill in all the " "other fields." msgstr "" #: ../../content/applications/sales/sales/ebay/setup.rst:36 msgid "" "When all the fields are filled in, you can synchronize the categories and " "the policies by clicking on the adequate buttons." msgstr "" #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Request a down payment" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:5 msgid "" "A down payment is an initial, partial payment, with the agreement that the " "rest will be paid later. For expensive orders or projects, it is a way to " "protect yourself and make sure your customer is serious." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:10 msgid "First time you request a down payment" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:12 msgid "" "When you confirm a sale, you can create an invoice and select a down payment" " option. It can either be a fixed amount or a percentage of the total " "amount." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:16 msgid "" "The first time you request a down payment you can select an income account " "and a tax setting that will be reused for next down payments." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:22 msgid "You will then see the invoice for the down payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:27 msgid "" "On the subsequent or final invoice, any prepayment made will be " "automatically deducted." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 msgid "Modify the income account and customer taxes" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:36 msgid "From the products list, search for *Down Payment*." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:41 msgid "" "You can then edit it, under the invoicing tab you will be able to change the" " income account & customer taxes." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Re-invoice expenses to customers" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:5 msgid "" "It often happens that your employees have to spend their personal money " "while working on a project for your client. Let's take the example of a " "consultant paying for a hotel to work on the site of your client. As a " "company, you would like to be able to invoice that expense to your client." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:12 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:64 msgid "Expenses configuration" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:14 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:66 msgid "" "To track & invoice expenses, you will need the expenses app. Go to " ":menuselection:`Apps --> Expenses` to install it." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:17 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:69 msgid "" "You should also activate the analytic accounts feature to link expenses to " "the sales order, to do so, go to :menuselection:`Invoicing --> Configuration" " --> Settings` and activate *Analytic Accounting*." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:22 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:74 msgid "Add expenses to your sales order" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:24 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:76 msgid "" "From the expense app, you or your consultant can create a new one, e.g. the " "hotel for the first week on the site of your customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:27 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:79 msgid "" "You can then enter a relevant description and select an existing product or " "create a new one from right there." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:33 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:85 msgid "Here, we are creating a *Hotel* product:" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:38 msgid "" "Under the invoicing tab, select *Delivered quantities* and either *At cost* " "or *Sales price* as well depending if you want to invoice the cost of your " "expense or a previously agreed on sales price." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:45 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:97 msgid "" "To modify or create more products go to :menuselection:`Expenses --> " "Configuration --> Expense products`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:48 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:100 msgid "" "Back on the expense, add the original sale order in the expense to submit." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:54 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:106 msgid "It can then be submitted to the manager, approved and finally posted." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:65 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:117 msgid "It will then be in the sales order and ready to be invoiced." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Depending on your business and what you sell, you have two options for " "invoicing:" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:8 msgid "" "Invoice on ordered quantity: invoice the full order as soon as the sales " "order is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:10 msgid "" "Invoice on delivered quantity: invoice on what you delivered even if it's a " "partial delivery." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:13 msgid "Invoice on ordered quantity is the default mode." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:15 msgid "" "The benefits of using *Invoice on delivered quantity* depends on your type " "of business, when you sell material, liquids or food in large quantities the" " quantity might diverge a little bit and it is therefore better to invoice " "the actual delivered quantity." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:21 msgid "" "You also have the ability to invoice manually, letting you control every " "options: invoice ready to invoice lines, invoice a percentage (advance), " "invoice a fixed advance." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:26 msgid "Decide the policy on a product page" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:28 msgid "" "From any products page, under the invoicing tab you will find the invoicing " "policy and select the one you want." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:35 msgid "Send the invoice" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:37 msgid "" "Once you confirm the sale, you can see your delivered and invoiced " "quantities." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:43 msgid "" "If you set it in ordered quantities, you can invoice as soon as the sale is " "confirmed. If however you selected delivered quantities, you will first have" " to validate the delivery." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47 msgid "" "Once the products are delivered, you can invoice your customer. Odoo will " "automatically add the quantities to invoiced based on how many you delivered" " if you did a partial delivery." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:5 msgid "" "Milestone invoicing can be used for expensive or large-scale projects, with " "each milestone representing a clear sequence of work that will incrementally" " build up to the completion of the contract. This invoicing method is " "comfortable both for the company which is ensured to get a steady cash flow " "throughout the project lifetime and for the client who can monitor the " "project's progress and pay in several installments." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:13 msgid "Create milestone products" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:15 msgid "" "In Odoo, each milestone of your project is considered as a product. To " "configure products to work this way, go to any product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:18 msgid "" "You have to set the product type as *Service* under general information and " "select *Milestones* in the sales tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:25 msgid "Invoice milestones" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:27 msgid "" "From the sales order, you can manually edit the quantity delivered as you " "complete a milestone." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:33 msgid "You can then invoice that first milestone." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 #: ../../content/applications/sales/sales/invoicing/proforma.rst:22 msgid "Send a pro-forma invoice" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:5 msgid "" "A pro-forma invoice is an abridged or estimated invoice in advance of a " "delivery of goods. It notes the kind and quantity of goods, their value, and" " other important information such as weight and transportation charges. Pro-" "forma invoices are commonly used as preliminary invoices with a quotation, " "or for customs purposes in importation. They differ from a normal invoice in" " not being a demand or request for payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:13 #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 msgid "Activate the feature" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:15 msgid "" "Go to :menuselection:`SALES --> Configuration --> Settings` and activate the" " *Pro-Forma Invoice* feature." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:24 msgid "" "From any quotation or sales order, you know have an option to send a pro-" "forma invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:30 msgid "" "When you click on send, Odoo will send an email with the pro-forma invoice " "in attachment." msgstr "" #: ../../content/applications/sales/sales/invoicing/subscriptions.rst:3 msgid "Sell subscriptions" msgstr "" #: ../../content/applications/sales/sales/invoicing/subscriptions.rst:5 msgid "" "Selling subscription products will give you predictable revenue, making " "planning ahead much easier." msgstr "" #: ../../content/applications/sales/sales/invoicing/subscriptions.rst:9 msgid "Make a subscription from a sales order" msgstr "" #: ../../content/applications/sales/sales/invoicing/subscriptions.rst:11 msgid "" "From the sales app, create a quotation to the desired customer, and select " "the subscription product your previously created." msgstr "" #: ../../content/applications/sales/sales/invoicing/subscriptions.rst:14 msgid "" "When you confirm the sale the subscription will be created automatically. " "You will see a direct link from the sales order to the Subscription in the " "upper right corner." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoice based on time and materials" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:5 msgid "" "Time and Materials is generally used in projects in which it is not possible" " to accurately estimate the size of the project, or when it is expected that" " the project requirements would most likely change." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:9 msgid "" "This is opposed to a fixed-price contract in which the owner agrees to pay " "the contractor a lump sum for the fulfillment of the contract no matter what" " the contractors pay their employees, sub-contractors, and suppliers." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:14 msgid "" "For this documentation I will use the example of a consultant, you will need" " to invoice their time, their various expenses (transport, lodging, ...) and" " purchases." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:19 msgid "Invoice time configuration" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:21 msgid "" "To keep track of progress in the project, you will need the *Project* app. " "Go to :menuselection:`Apps --> Project` to install it." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:24 msgid "" "In *Project* you will use timesheets, to do so go to :menuselection:`Project" " --> Configuration --> Settings` and activate the *Timesheets* feature." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:32 msgid "Invoice your time spent" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:34 msgid "" "From a product page set as a service, you will find two options under the " "invoicing tab, select both *Timesheets on tasks* and *Create a task in a new" " project*." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:41 msgid "You could also add the task to an existing project." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:43 msgid "" "Once confirming a sales order, you will now see two new buttons, one for the" " project overview and one for the current task." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:49 msgid "" "You will directly be in the task if you click on it, you can also access it " "from the *Project* app." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "" "Under timesheets, you can assign who works on it. You can or they can add " "how many hours they worked on the project so far." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:58 msgid "From the sales order, you can then invoice those hours." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:90 msgid "" "under the invoicing tab, select *Delivered quantities* and either *At cost* " "or *Sales price* as well depending if you want to invoice the cost of your " "expense or a previously agreed on sales price." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:120 msgid "Invoice purchases" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:122 msgid "" "The last thing you might need to add to the sale order is purchases made for" " it." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:125 msgid "" "You will need the *Purchase Analytics* feature, to activate it, go to " ":menuselection:`Invoicing --> Configuration --> Settings` and select " "*Purchase Analytics*." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:129 msgid "" "While making the purchase order don't forget to add the right analytic " "account." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:135 msgid "" "Once the PO is confirmed and received, you can create the vendor bill, this " "will automatically add it to the SO where you can invoice it." msgstr "" #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "How to sell in foreign currencies" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5 msgid "Pricelists can also be used to manage prices in foreign currencies." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:7 msgid "" "Check *Allow multi currencies* in :menuselection:`Invoicing/Accounting --> " "Settings`. As admin, you need *Adviser* access rights on " "Invoicing/Accounting apps." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:10 msgid "" "Create one pricelist per currency. A new *Currency* field shows up in " "pricelist setup form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 msgid "" "To activate a new currency, go to :menuselection:`Accounting --> " "Configuration --> Currencies`, select it in the list and press *Activate* in" " the top-right corner. Now it will show up in currencies drop-down lists." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:17 msgid "Prices in foreign currencies can be defined in two fashions." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:20 msgid "Automatic conversion from public price" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:22 msgid "" "The public price is in your company's main currency (see " ":menuselection:`Accounting --> Settings`) and is set in product detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:28 msgid "" "The conversion rates can be found in :menuselection:`Accounting --> " "Configuration --> Currencies`. They can be updated from Yahoo or the " "European Central Bank at your convenience: manually, daily, weekly, etc. See" " :menuselection:`Accounting --> Settings`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:40 msgid "Set your own prices" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42 msgid "" "This is advised if you don't want your pricing to change along with currency" " rates." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:49 msgid ":doc:`pricing`" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "How to adapt your prices to your customers and apply discounts" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5 msgid "" "Odoo has a powerful pricelist feature to support a pricing strategy tailored" " to your business. A pricelist is a list of prices or price rules that Odoo " "searches to determine the suggested price. You can set several critarias to " "use a specific price: periods, min. sold quantity (meet a minimum order " "quantity and get a price break), etc." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:9 msgid "" "As pricelists only suggest prices, they can be overridden by vendors " "completing sales orders. Choose your pricing strategy from " ":menuselection:`Sales --> Settings`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:18 msgid "" "*A single sale price per product :* doesn't let you adapt prices, it use " "default product price ;" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:19 msgid "" "*Different prices per customer segment :* you will set several prices per " "products ;" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20 msgid "" "*Advanced pricing based on formula :* will let you apply discounts, margins " "and roundings." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:23 msgid "Several prices per product" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25 msgid "" "To apply several prices per product, select *Different prices per customer " "segment* in :menuselection:`Sales --> Settings`. Then open the *Sales* tab " "in the product detail form. You can settle following strategies." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:30 msgid "Prices per customer segment" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:32 msgid "" "Create pricelists for your customer segments: e.g. registered, premium, etc." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:37 msgid "" "The default pricelist applied to any new customer is *Public Pricelist*. To " "segment your customers, open the customer detail form and change the *Sale " "Pricelist* in the *Sales & Purchases* tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 msgid "Temporary prices" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:47 msgid "Apply deals for bank holidays, etc. Enter start and end dates dates." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53 msgid "" "Make sure you have default prices set in the pricelist outside of the deals " "period. Otherwise you might have issues once the period over." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:57 msgid "Prices per minimum quantity" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63 msgid "" "The prices order does not matter. The system is smart and applies first " "prices that match the order date and/or the minimal quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:67 msgid "Discounts, margins, roundings" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69 msgid "" "*Advanced pricing based on formula* allows to set price change rules. " "Changes can be relative to the product list/catalog price, the product cost " "price, or to another pricelist. Changes are calculated via discounts or " "surcharges and can be forced to fit within floor (minimum margin) and " "ceilings (maximum margins). Prices can be rounded to the nearest cent/dollar" " or multiple of either (nearest 5 cents, nearest 10 dollars)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:76 msgid "" "Once installed go to :menuselection:`Sales --> Configuration --> Pricelists`" " (or :menuselection:`Website Admin --> Catalog --> Pricelists` if you use " "e-Commerce)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:84 msgid "" "Each pricelist item can be associated to either all products, to a product " "internal category (set of products) or to a specific product. Like in second" " option, you can set dates and minimum quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91 msgid "" "Once again the system is smart. If a rule is set for a particular item and " "another one for its category, Odoo will take the rule of the item." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:93 msgid "Make sure at least one pricelist item covers all your products." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95 msgid "There are 3 modes of computation: fix price, discount & formula." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:100 msgid "Here are different price settings made possible thanks to formulas." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:103 msgid "Discounts with roundings" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid "e.g. 20% discounts with prices rounded up to 9.99." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111 msgid "Costs with markups (retail)" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:113 msgid "e.g. sale price = 2*cost (100% markup) with $5 of minimal margin." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119 msgid "Prices per country" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120 msgid "" "Pricelists can be set by countries group. Any new customer recorded in Odoo " "gets a default pricelist, i.e. the first one in the list matching the " "country. In case no country is set for the customer, Odoo takes the first " "pricelist without any country group." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:123 msgid "The default pricelist can be replaced when creating a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125 msgid "You can change the pricelists sequence by drag & drop in list view." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:128 msgid "Compute and show discount % to customers" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:130 msgid "" "In case of discount, you can show the public price and the computed discount" " % on printed sales orders and in your eCommerce catalog. To do so:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:132 msgid "" "Check *Allow discounts on sales order lines* in :menuselection:`Sales --> " "Configuration --> Settings --> Quotations & Sales --> Discounts`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133 msgid "Apply the option in the pricelist setup form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:140 msgid ":doc:`currencies`" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:141 msgid ":doc:`/applications/websites/ecommerce/maximizing_revenue/pricing`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "How to import Products with Categories and Variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" "Import templates are provided in the **Import Tool** of the most common data" " to import (contacts, products, bank statements, etc.). You can open them " "with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " "etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:11 msgid "How to customize the file" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:13 msgid "" "Remove columns you don't need. However, we advise you to not remove the *ID*" " column (see why below)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:15 msgid "" "Set a unique ID to every single record by dragging down the ID sequencing." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:16 msgid "" "Don't change the labels of columns you want to import. Otherwise, Odoo won't" " recognize them anymore, and you will have to map them on your own in the " "import screen." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" "Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " "fails in matching the column name with a field, you can match it manually " "when importing by browsing a list of available fields." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:24 msgid "Why an “ID” column?" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:26 msgid "" "The ID is a truly unique identifier for the line item. Feel free to use one" " of your previous software to ease the transition into Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:29 msgid "" "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:31 msgid "" "Update imports: you can import the same file several times without creating " "duplicates." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:32 msgid "Import relation fields (see here below)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 msgid "How to import relation fields" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" "An Odoo object is always related to many other objects (e.g., a product is " "linked to product categories, attributes, vendors, etc.). To import those " "relations, you need to import the records of the related object first from " "their own list menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:41 msgid "" "You can do this using the name of the related record or its ID. The ID is " "expected when two records have the same name. In such a case, add \" / ID\" " "at the end of the column title (e.g., for product attributes: Product " "Attributes / Attribute / ID)." msgstr "" #: ../../content/applications/sales/sales/products_prices/taxes.rst:5 msgid "Set taxes" msgstr "Steuern festlegen" #: ../../content/applications/sales/sales/sale_ebay.rst:5 msgid "eBay" msgstr "eBay" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:3 msgid "Stimulate customers with quotations deadline" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:5 msgid "" "As you send quotations, it is important to set a quotation deadline, both to" " entice your customer into action with the fear of missing out on an offer " "and to protect yourself. You don't want to have to fulfill an order at a " "price that is no longer cost effective for you." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Set a deadline" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:13 msgid "On every quotation or sales order you can add an *Expiration Date*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:19 msgid "Use deadline in templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:21 msgid "" "You can also set a default deadline in a *Quotation Template*. Each time " "that template is used in a quotation, that deadline is applied. You can find" " more info about quotation templates `here " "`_." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:29 msgid "On your customer side, they will see this:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3 msgid "Deliver and invoice to different addresses" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5 msgid "" "In Odoo you can configure different addresses for delivery and invoicing. " "This is key, not everyone will have the same delivery location as their " "invoice location." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12 msgid "" "Go to :menuselection:`SALES --> Configuration --> Settings` and activate the" " *Customer Addresses* feature." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:19 msgid "Add different addresses to a quotation or sales order" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21 msgid "" "If you select a customer with an invoice and delivery address set, Odoo will" " automatically use those. If there's only one, Odoo will use that one for " "both but you can, of course, change it instantly and create a new one right " "from the quotation or sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30 msgid "Add invoice & delivery addresses to a customer" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:32 msgid "" "If you want to add them to a customer before a quotation or sales order, " "they are added to the customer form. Go to any customers form under " ":menuselection:`SALES --> Orders --> Customers`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:36 msgid "From there you can add new addresses to the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:42 msgid "Various addresses on the quotation / sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:44 msgid "" "These two addresses will then be used on the quotation or sales order you " "send by email or print." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Get paid to confirm an order" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" "You can use online payments to get orders automatically confirmed. Saving " "the time of both your customers and yourself." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:9 msgid "Activate online payment" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:11 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:12 msgid "" "Go to :menuselection:`SALES --> Configuration --> Settings` and activate the" " *Online Signature & Payment* feature." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:17 msgid "" "Once in the *Payment Acquirers* menu you can select and configure your " "acquirers of choice." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:20 msgid "" "You can find various documentation about how to be paid with payment " "acquirers such as `Paypal <../../ecommerce/shopper_experience/paypal>`_, " "`Authorize.Net (pay by credit card) " "<../../ecommerce/shopper_experience/authorize>`_, and others under the " "`eCommerce documentation <../../ecommerce>`_." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31 msgid "" "If you are using `quotation templates <../quote_template>`_, you can also " "pick a default setting for each template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:36 msgid "Register a payment" msgstr "Eine Zahlung registrieren" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38 msgid "" "From the quotation email you sent, your customer will be able to pay online." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Get a signature to confirm an order" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5 msgid "" "You can use online signature to get orders automatically confirmed. Both you" " and your customer will save time by using this feature compared to a " "traditional process." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:10 msgid "Activate online signature" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:19 msgid "" "If you are using `quotation templates " "`_," " you can also pick a default setting for each template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:23 msgid "Validate an order with a signature" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:25 msgid "" "When you sent a quotation to your client, they can accept it and sign online" " instantly." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:30 msgid "Once signed the quotation will be confirmed and delivery will start." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:3 msgid "Increase your sales with suggested products" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:5 msgid "" "The use of suggested products is an attempt to offer related and useful " "products to your client. For instance, a client purchasing a cellphone could" " be shown accessories like a protective case, a screen cover, and headset." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:11 msgid "Add suggested products to your quotation templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:13 msgid "Suggested products can be set on *Quotation Templates*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:17 msgid "" "Once on a template, you can see a *Suggested Products* tab where you can add" " related products or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:23 msgid "You can also add or modify suggested products on the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:26 msgid "Add suggested products to the quotation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:28 msgid "" "When opening the quotation from the received email, the customer can add the" " suggested products to the order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:37 msgid "" "The product(s) will be instantly added to their quotation when clicking on " "any of the little carts." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:43 msgid "" "Depending on your confirmation process, they can either digitally sign or " "pay to confirm the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_items.rst:46 msgid "" "Each move done by the customer to the quotation will be tracked in the sales" " order, letting the salesperson see it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Use quotation templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5 msgid "" "If you often sell the same products or services, you can save a lot of time " "by creating custom quotation templates. By using a template you can send a " "complete quotation in no time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:12 msgid "" "For this feature to work, go to :menuselection:`Sales --> Configuration --> " "Settings` and activate *Quotations Templates*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19 msgid "Create your first template" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:21 msgid "" "You will find the templates menu under :menuselection:`Sales --> " "Configuration`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:24 msgid "" "You can then create or edit an existing one. Once named, you will be able to" " select the product(s) and their quantity as well as the expiration time for" " the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:31 msgid "" "On each template, you can also specify discounts if the option is activated " "in the *Sales* settings. The base price is set in the product configuration " "and can be altered by customer pricelists." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:36 msgid "Edit your template" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:38 msgid "" "You can edit the customer interface of the template that they see to accept " "or pay the quotation. This lets you describe your company, services and " "products. When you click on *Edit Template* you will be brought to the " "quotation editor." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:49 msgid "" "This lets you edit the description content thanks to drag & drop of building" " blocks. To describe your products add a content block in the zone dedicated" " to each product." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:57 msgid "" "The description set for the products will be used in all quotations " "templates containing those products." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:61 msgid "Use a quotation template" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:63 msgid "When creating a quotation, you can select a template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 msgid "Each product in that template will be added to your quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 msgid "" "You can select a template to be suggested by default in the *Sales* " "settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:75 msgid "Confirm the quotation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:77 msgid "" "Templates also ease the confirmation process for customers with a digital " "signature or online payment. You can select that in the template itself." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:84 msgid "Every quotation will now have this setting added to it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:86 msgid "" "Of course you can still change it and make it specific for each quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:3 msgid "Add terms & conditions on orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:5 msgid "" "Specifying Terms and Conditions is essential to ensure a good relationship " "between customers and sellers. Every seller has to declare all the formal " "information which include products and company policy; allowing the customer" " to read all those terms everything before committing to anything." msgstr "" #: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:11 msgid "" "Odoo lets you easily include your default terms and conditions on every " "quotation, sales order and invoice." msgstr "" #: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:15 msgid "Set up your default terms and conditions" msgstr "" #: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:17 msgid "" "Go to :menuselection:`SALES --> Configuration --> Settings` and activate " "*Default Terms & Conditions*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:23 msgid "" "In that box you can add your default terms & conditions. They will then " "appear on every quotation, SO and invoice." msgstr "" #: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:33 msgid "Set up more detailed terms & conditions" msgstr "" #: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:35 msgid "" "A good idea is to share more detailed or structured conditions is to publish" " on the web and to refer to that link in the terms & conditions of Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/terms_and_conditions.rst:39 msgid "" "You can also attach an external document with more detailed and structured " "conditions to the email you send to the customer. You can even set a default" " attachment for all quotation emails sent." msgstr ""