# SOME DESCRIPTIVE TITLE. # Copyright (C) 2015-TODAY, Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 13.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2020-03-19 13:03+0100\n" "PO-Revision-Date: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" #: ../../helpdesk.rst:5 msgid "Helpdesk" msgstr "" #: ../../helpdesk/after_sales.rst:3 msgid "After sales features: refund, coupon, return, repair, onsite interventions" msgstr "" #: ../../helpdesk/after_sales.rst:5 msgid "As my business grows, having the tools to allow my helpdesk team to record, track and manage issues raised easy and efficiently, is key. Odoo’s Helpdesk app allows me to generate credit notes, return products, grant coupons, do repairs and plan onsite interventions from a ticket’s page." msgstr "" #: ../../helpdesk/after_sales.rst:10 msgid "Set up the After Sales services" msgstr "" #: ../../helpdesk/after_sales.rst:12 msgid "Go to :menuselection:`Configuration --> Helpdesk Teams` and enable the After Sales options: *Refunds, Returns, Coupons, Repairs and Onsite Interventions*." msgstr "" #: ../../helpdesk/after_sales.rst:19 msgid "Generate credit notes from tickets" msgstr "" #: ../../helpdesk/after_sales.rst:21 msgid "I can use a credit note to refund a customer or adjust the amount due. For that, I’ll simply go to my ticket page, click on *Refund* and select the corresponding *Invoice*. Clicking on *Reverse* the credit note will be generated, and I can *Post* it while still being in the *Helpdesk* app." msgstr "" #: ../../helpdesk/after_sales.rst:29 msgid "Allow product returns from tickets" msgstr "" #: ../../helpdesk/after_sales.rst:31 msgid "The process of a product return from my customer back to my warehouse will be taken into action when, at the ticket page, I choose the option *Return*." msgstr "" #: ../../helpdesk/after_sales.rst:38 msgid "Grant coupons from tickets" msgstr "" #: ../../helpdesk/after_sales.rst:40 msgid "First, be sure to have your *Coupon Program* planned at the *Sales or Website* app. At the *Helpdesk* app, I will open my ticket and click on *Coupon*, choose the :menuselection:`Coupon Program --> Generate`." msgstr "" #: ../../helpdesk/after_sales.rst:48 msgid "Repairs from tickets" msgstr "" #: ../../helpdesk/after_sales.rst:50 msgid "Clicking on *Repair* option, on my ticket page, a new repair order form will be shown. Fill up the rest of the fields as needed and choose the next step." msgstr "" #: ../../helpdesk/after_sales.rst:57 msgid "Plan onsite interventions from tickets" msgstr "" #: ../../helpdesk/after_sales.rst:59 msgid "At the ticket page, I can now configure my onsite interventions exactly the same way I would do being on the *Field Service* app, clicking on *Plan Intervention*." msgstr "" #: ../../helpdesk/after_sales.rst:66 msgid "`Coupons `_" msgstr "" #: ../../helpdesk/after_sales.rst:67 msgid ":doc:`../manufacturing/repair/repair`" msgstr "" #: ../../helpdesk/close_tickets.rst:3 msgid "Allow customers to close their tickets" msgstr "" #: ../../helpdesk/close_tickets.rst:5 msgid "Allowing customers to close their tickets gives them autonomy and minimize misunderstandings about when an issue is considered solved, or not. It makes communication and actions more efficient." msgstr "" #: ../../helpdesk/close_tickets.rst:9 msgid "Configure the feature" msgstr "" #: ../../helpdesk/close_tickets.rst:11 msgid "To configure the feature go to :menuselection:`Helpdesk --> Settings --> Helpdesk Teams --> Edit` and enable *Ticket closing*." msgstr "" #: ../../helpdesk/close_tickets.rst:18 msgid "In order to designate to which stage the ticket will migrate to once it is closed, go to :menuselection:`Overview --> Tickets`." msgstr "" #: ../../helpdesk/close_tickets.rst:25 msgid "You can either create a new kanban stage or work with an existing one. For both scenarios, go to :menuselection:`Settings --> Edit Stage` and enable *Closing Stage*." msgstr "" #: ../../helpdesk/close_tickets.rst:32 msgid "If a closing stage is not specified, by default, the ticket will be transferred to the last stage; contrarily, if you have more than one stage set as closing, the ticket will be put in the first one." msgstr "" #: ../../helpdesk/close_tickets.rst:35 msgid "The Costumer Portal" msgstr "" #: ../../helpdesk/close_tickets.rst:37 msgid "Now, once the user logs in to his Portal, the option *Close this ticket* is available." msgstr "" #: ../../helpdesk/close_tickets.rst:44 msgid "Get reports on tickets closed by costumers" msgstr "" #: ../../helpdesk/close_tickets.rst:46 msgid "To do an analysis of the tickets that have been closed by costumers go to :menuselection:`Reporting --> Tickets --> Filters --> Add Custom filter --> Closed by partner --> Applied`." msgstr "" #: ../../helpdesk/getting_started.rst:3 msgid "Get started with Odoo Helpdesk" msgstr "" #: ../../helpdesk/getting_started.rst:6 msgid "Overview" msgstr "" #: ../../helpdesk/getting_started.rst:9 msgid "Getting started with Odoo Helpdesk" msgstr "" #: ../../helpdesk/getting_started.rst:11 msgid "Installing Odoo Helpdesk:" msgstr "" #: ../../helpdesk/getting_started.rst:13 msgid "Open the Apps module, search for \"Helpdesk\", and click install" msgstr "" #: ../../helpdesk/getting_started.rst:19 msgid "Set up Helpdesk teams" msgstr "" #: ../../helpdesk/getting_started.rst:21 msgid "By default, Odoo Helpdesk comes with a team installed called \"Support\"" msgstr "" #: ../../helpdesk/getting_started.rst:26 msgid "To modify this team, or create additional teams, select \"Configuration\" in the purple bar and select \"Settings\"" msgstr "" #: ../../helpdesk/getting_started.rst:32 msgid "Here you can create new teams, decide what team members to add to this team, how your customers can submit tickets and set up SLA policies and ratings. For the assignation method you can have tickets assigned randomly, balanced, or manually." msgstr "" #: ../../helpdesk/getting_started.rst:38 msgid "How to set up different stages for each team" msgstr "" #: ../../helpdesk/getting_started.rst:40 msgid "First you will need to activate the :doc:`Developer mode <../../general/developer_mode/activate>`." msgstr "" #: ../../helpdesk/getting_started.rst:42 msgid "Now, when you return to your Helpdesk module and select \"Configuration\" in the purple bar you will find additional options, like \"Stages\". Here you can create new stages and assign those stages to 1 or multiple teams allowing for customizable stages for each team!" msgstr "" #: ../../helpdesk/getting_started.rst:48 msgid "Start receiving tickets" msgstr "" #: ../../helpdesk/getting_started.rst:51 msgid "How can my customers submit tickets?" msgstr "" #: ../../helpdesk/getting_started.rst:53 msgid "Select \"Configuration\" in the purple bar and select \"Settings\", select your Helpdesk team. Under \"Channels you will find 4 options:" msgstr "" #: ../../helpdesk/getting_started.rst:59 msgid "Email Alias allows for customers to email the alias you choose to create a ticket. The subject line of the email with become the Subject on the ticket." msgstr "" #: ../../helpdesk/getting_started.rst:66 msgid "Website Form allows your customer to go to yourwebsite.com/helpdesk/support-1/submit and submit a ticket via a website form - much like odoo.com/help!" msgstr "" #: ../../helpdesk/getting_started.rst:73 msgid "Live Chat allows your customers to submit a ticket via Live Chat on your website. Your customer will begin the live chat and your Live Chat Operator can create the ticket by using the command /helpdesk Subject of Ticket." msgstr "" #: ../../helpdesk/getting_started.rst:81 msgid "The final option to submit tickets is through an API connection. View the documentation `here `_." msgstr "" #: ../../helpdesk/getting_started.rst:85 msgid "Tickets have been created, now what?" msgstr "" #: ../../helpdesk/getting_started.rst:87 msgid "Now your employees can start working on them! If you have selecting a manual assignation method then your employees will need to assign themselves to tickets using the \"Assign To Me\" button on the top left of a ticket or by adding themselves to the \"Assigned to\" field." msgstr "" #: ../../helpdesk/getting_started.rst:95 msgid "If you have selected \"Random\" or \"Balanced\" assignation method, your tickets will be assigned to a member of that Helpdesk team." msgstr "" #: ../../helpdesk/getting_started.rst:98 msgid "From there they will begin working on resolving the tickets! When they are completed, they will move the ticket to the solved stage." msgstr "" #: ../../helpdesk/getting_started.rst:102 msgid "How do I mark this ticket as urgent?" msgstr "" #: ../../helpdesk/getting_started.rst:104 msgid "On your tickets you will see stars. You can determine how urgent a ticket is but selecting one or more stars on the ticket. You can do this in the Kanban view or on the ticket form." msgstr "" #: ../../helpdesk/getting_started.rst:111 msgid "To set up a Service Level Agreement Policy for your employees, first activate the setting under \"Settings\"" msgstr "" #: ../../helpdesk/getting_started.rst:117 msgid "From here, select \"Configure SLA Policies\" and click \"Create\"." msgstr "" #: ../../helpdesk/getting_started.rst:119 msgid "You will fill in information like the Helpdesk team, what the minimum priority is on the ticket (the stars) and the targets for the ticket." msgstr "" #: ../../helpdesk/getting_started.rst:126 msgid "What if a ticket is blocked or is ready to be worked on?" msgstr "" #: ../../helpdesk/getting_started.rst:128 msgid "If a ticket cannot be resolved or is blocked, you can adjust the \"Kanban State\" on the ticket. You have 3 options:" msgstr "" #: ../../helpdesk/getting_started.rst:131 msgid "Grey - Normal State" msgstr "" #: ../../helpdesk/getting_started.rst:133 msgid "Red - Blocked" msgstr "" #: ../../helpdesk/getting_started.rst:135 msgid "Green - Ready for next stage" msgstr "" #: ../../helpdesk/getting_started.rst:137 msgid "Like the urgency stars you can adjust the state in the Kanban or on the Ticket form." msgstr "" #: ../../helpdesk/getting_started.rst:144 msgid "How can my employees log time against a ticket?" msgstr "" #: ../../helpdesk/getting_started.rst:146 msgid "First, head over to \"Settings\" and select the option for \"Timesheet on Ticket\". You will see a field appear where you can select the project the timesheets will log against." msgstr "" #: ../../helpdesk/getting_started.rst:153 msgid "Now that you have selected a project, you can save. If you move back to your tickets, you will see a new tab called \"Timesheets\"" msgstr "" #: ../../helpdesk/getting_started.rst:159 msgid "Here you employees can add a line to add work they have done for this ticket." msgstr "" #: ../../helpdesk/getting_started.rst:163 msgid "How to allow your customers to rate the service they received" msgstr "" #: ../../helpdesk/getting_started.rst:165 msgid "First, you will need to activate the ratings setting under \"Settings\"" msgstr "" #: ../../helpdesk/getting_started.rst:170 msgid "Now, when a ticket is moved to its solved or completed stage, it will send an email to the customer asking how their service went." msgstr "" #: ../../helpdesk/invoice_time.rst:3 msgid "Record and invoice time for tickets" msgstr "" #: ../../helpdesk/invoice_time.rst:5 msgid "You may have service contracts with your clients to provide them assistance in case of a problem. For this purpose, Odoo will help you record the time spent fixing the issue and most importantly, to invoice it to your clients." msgstr "" #: ../../helpdesk/invoice_time.rst:11 msgid "The modules needed" msgstr "" #: ../../helpdesk/invoice_time.rst:13 msgid "In order to record and invoice time for tickets, the following modules are needed : Helpdesk, Project, Timesheets, Sales. If you are missing one of them, go to the Apps module, search for it and then click on *Install*." msgstr "" #: ../../helpdesk/invoice_time.rst:19 msgid "Get started to offer the helpdesk service" msgstr "" #: ../../helpdesk/invoice_time.rst:22 msgid "Step 1 : start a helpdesk project" msgstr "" #: ../../helpdesk/invoice_time.rst:24 msgid "To start a dedicated project for the helpdesk service, first go to :menuselection:`Project --> Configuration --> Settings` and make sure that the *Timesheets* feature is activated." msgstr "" #: ../../helpdesk/invoice_time.rst:31 msgid "Then, go to your dashboard, create the new project and allow timesheets for it." msgstr "" #: ../../helpdesk/invoice_time.rst:35 msgid "Step 2 : gather a helpdesk team" msgstr "" #: ../../helpdesk/invoice_time.rst:37 msgid "To set a team in charge of the helpdesk, go to :menuselection:`Helpdesk --> Configuration --> Helpdesk Teams` and create a new team or select an existing one. On the form, tick the box in front of *Timesheet on Ticket* to activate the feature. Make sure to select the helpdesk project you have previously created as well." msgstr "" #: ../../helpdesk/invoice_time.rst:47 msgid "Step 3 : launch the helpdesk service" msgstr "" #: ../../helpdesk/invoice_time.rst:49 msgid "Finally, to launch the new helpdesk service, first go to :menuselection:`Sales --> Configuration --> Settings` and make sure that the *Units of Measure* feature is activated." msgstr "" #: ../../helpdesk/invoice_time.rst:56 msgid "Then, go to :menuselection:`Products --> Products` and create a new one. Make sure that the product is set as a service." msgstr "" #: ../../helpdesk/invoice_time.rst:63 msgid "Here, we suggest that you set the *Unit of Measure* as *Hour(s)*, but any unit will do." msgstr "" #: ../../helpdesk/invoice_time.rst:66 msgid "Finally, select the invoicing management you would like to have under the *Sales* tab of the product form. Here, we recommend the following configuration :" msgstr "" #: ../../helpdesk/invoice_time.rst:73 msgid "Now, you are ready to start receiving tickets !" msgstr "" #: ../../helpdesk/invoice_time.rst:76 msgid "Solve issues and record time spent" msgstr "" #: ../../helpdesk/invoice_time.rst:79 msgid "Step 1 : place an order" msgstr "" #: ../../helpdesk/invoice_time.rst:81 msgid "You are now in the Helpdesk module and you have just received a ticket from a client. To place a new order, go to :menuselection:`Sales --> Orders --> Orders` and create one for the help desk service product you have previously recorded. Set the number of hours needed to assist the client and confirm the sale." msgstr "" #: ../../helpdesk/invoice_time.rst:91 msgid "Step 2 : link the task to the ticket" msgstr "" #: ../../helpdesk/invoice_time.rst:93 msgid "If you access the dedicated helpdesk project, you will notice that a new task has automatically been generated with the order. To link this task with the client ticket, go to the Helpdesk module, access the ticket in question and select the task on its form." msgstr "" #: ../../helpdesk/invoice_time.rst:102 msgid "Step 3 : record the time spent to help the client" msgstr "" #: ../../helpdesk/invoice_time.rst:104 msgid "The job is done and the client's issue is sorted out. To record the hours performed for this task, go back to the ticket form and add them under the *Timesheets* tab." msgstr "" #: ../../helpdesk/invoice_time.rst:112 msgid "The hours recorded on the ticket will also automatically appear in the Timesheet module and on the dedicated task." msgstr "" #: ../../helpdesk/invoice_time.rst:116 msgid "Step 4 : invoice the client" msgstr "" #: ../../helpdesk/invoice_time.rst:118 msgid "To invoice the client, go back to the Sales module and select the order that had been placed. Notice that the hours recorded on the ticket form now appear as the delivered quantity." msgstr "" #: ../../helpdesk/invoice_time.rst:125 msgid "All that is left to do, is to create the invoice from the order and then validate it. Now you just have to wait for the client's payment !" msgstr "" #: ../../helpdesk/reinvoice_from_project.rst:3 msgid "Turn helpdesk hours into invoices directly from a project task" msgstr "" #: ../../helpdesk/reinvoice_from_project.rst:5 msgid "Directly pull the billable time you have tracked on your helpdesk tickets into sales orders and invoices through a project task. It gives you more control over what you charge your client, and it is more efficient." msgstr "" #: ../../helpdesk/reinvoice_from_project.rst:10 msgid "Configuration" msgstr "" #: ../../helpdesk/reinvoice_from_project.rst:12 msgid "Go to :menuselection:`Helpdesk --> Configuration --> Helpdesk team --> Edit` and enable the options *Timesheet on Ticket* and *Time Reinvoicing*. Under *Timesheet on Ticket*, choose the *Project* to which the tickets (and timesheets) will be linked by default. Open its *External link* to enable the feature *Bill from tasks*." msgstr "" #: ../../helpdesk/reinvoice_from_project.rst:22 msgid "Create a sales order and an invoice" msgstr "" #: ../../helpdesk/reinvoice_from_project.rst:24 msgid "Now, once you added the time you spent on the helpdesk ticket, under the *Timesheets* tab, access the task clicking on its name." msgstr "" #: ../../helpdesk/reinvoice_from_project.rst:31 msgid "*Create Sales Order* and proceed to create the invoice." msgstr ""