# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # liAnGjiA , 2022 # John An , 2022 # fausthuang, 2022 # mrshelly , 2022 # snow wang <147156565@qq.com>, 2023 # scott lai, 2023 # Raymond Yu , 2023 # digitalliuzg8888, 2023 # 稀饭~~ , 2023 # Martin Trigaux, 2023 # Datasource International , 2023 # Gary Wei , 2023 # qilong zhong , 2024 # Jeffery CHEN , 2024 # Emily Jia , 2024 # 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2024 # diaojiaolou <124412206@qq.com>, 2024 # Wil Odoo, 2024 # Mandy Choy , 2024 # Chloe Wang, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-12-30 14:12+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Chloe Wang, 2024\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: zh_CN\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "销售" #: ../../content/applications/sales/crm.rst:8 msgid "CRM" msgstr "CRM" #: ../../content/applications/sales/crm.rst:10 msgid "" "**Odoo CRM** helps you organize your sales activities: track leads, close " "opportunities and get accurate forecasts. Keep opportunities organized with " "the pipeline and manage your day-to-day activities with meetings and next " "activities." msgstr "" "**Odoo CRM **助您组织销售活动：跟踪潜在客户、关闭机会并获得准确的预测。利用管道组织机会，并通过会议和后续活动管理您的日常活动。" #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "`Odoo 教程: CRM `_" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "获取销售线索" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "销售线索转换商机" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" "*Leads* act as qualifying steps before an opportunity is created. This " "provides additional time before a potential opportunity is assigned to a " "sales person." msgstr "在创建销售机会之前，*潜在客户*可作为资格审查步骤。这样，在将潜在机会分配给销售人员之前，就有了更多的时间。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/configuration.rst:52 #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:53 #: ../../content/applications/sales/point_of_sale/restaurant.rst:20 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10 #: ../../content/applications/sales/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:31 #: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "配置" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" "To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " "Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " "Then, click :guilabel:`Save`." msgstr "" "要激活 *潜在客户* 设置，请导航至 :menuselection:`CRM 应用程序 --> 配置 --> 设置` 并选中标有 " ":guilabel:`潜在客户` 的复选框。然后，单击 :guilabel:`保存`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads setting on CRM configuration page." msgstr "客户关系管理配置页面的潜在客户设置。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" "Activating this feature adds a new menu, :guilabel:`Leads`, to the header " "menu bar at the top of the screen." msgstr "激活此功能可在屏幕顶部的标题菜单栏中添加一个新菜单 :guilabel:`潜在客户`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads menu on CRM application." msgstr "CRM 应用程序中的潜在客户菜单。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 msgid "" "Once the *Leads* setting has been activated, it applies to all sales teams " "by default. To turn off leads for a specific team, navigate to " ":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " "team from the list to open the record, and uncheck the :guilabel:`Leads` " "box. Once done, click :guilabel:`Save`." msgstr "" "一旦激活*潜在客户*设置，它默认适用于所有销售团队。要关闭特定团队的潜在客户，请导航至 :menuselection:`CRM 应用程序 --> 配置 " "--> 销售团队`。然后，从列表中选择一个团队以打开记录，并取消选中 :guilabel:`潜在客户` 框。完成后，点击 :guilabel:`保存`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "将销售线索转换为商机" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" "To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" " Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" "要将潜在客户转换为*商机*，请导航至 :menuselection:`CRM --> 潜在客户`，然后点击列表中的 :guilabel:`潜在客户` " "以打开它。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" "In the upper-left corner of the screen, click the :guilabel:`Convert to " "Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" " window." msgstr "在屏幕左上角，点击 :guilabel:`转换为商机` 按钮，弹出 :guilabel:`转换为商机` 窗口。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity button on a lead record." msgstr "在潜在客户记录上创建商机按钮。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" "On the :guilabel:`Convert to opportunity` pop-up window, in the " ":guilabel:`Conversion action` field, select the :guilabel:`Convert to " "opportunity` option." msgstr "" "在弹出的 :guilabel:`转换为商机` 窗口中，在 :guilabel:`转换操作` 字段中选择 :guilabel:`转换为商机` 选项。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" "If a lead, or an opportunity, already exists in the database for this " "customer, Odoo automatically suggests merging both leads/opportunities. For " "more information on merging leads and opportunities, see the section on how " "to :ref:`merge leads ` below." msgstr "" "如果数据库中已存在该客户的潜在客户或商机，Odoo 会自动建议合并这两个销售线索/机会。有关合并潜在客户和机会的更多信息，请参阅下面的 " ":ref:`合并潜在客户 ` 章节。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" "Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" " the opportunity should be assigned." msgstr "然后，选择分配给该机会的 :guilabel:`销售人员` 和 :guilabel:`销售团队`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" "If the lead has already been assigned to a salesperson or a team, these " "fields automatically populate with that information." msgstr "如果销售线索已分配给某个销售人员或团队，这些字段就会自动填充该信息。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity pop-up." msgstr "创建商机弹窗" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 msgid "" "Under the :guilabel:`Customer` heading, choose from the following options:" msgstr "在 :guilabel:`客户` 标题下，选择以下选项：" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 msgid "" ":guilabel:`Create a new customer`: Choose this option to use the information" " in the lead to create a new customer." msgstr ":guilabel:`创建新客户`： 选择此选项可使用潜在客户中的信息创建新客户。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 msgid "" ":guilabel:`Link to an existing customer`: Choose this option, then select a " "customer from the resulting drop-down menu, to link this opportunity to the " "existing customer record." msgstr ":guilabel:`链接到现有客户`： 选择此选项，然后从下拉菜单中选择一个客户，将此机会链接到现有客户记录。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 msgid "" ":guilabel:`Do not link to a customer`: Choose this option to convert the " "lead, but not link it to a new or existing customer." msgstr ":guilabel:`不链接到客户`：选择此选项可转换潜在客户，但不会将其链接到新客户或现有客户。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 msgid "" "Lastly, when all configurations are complete, click :guilabel:`Create " "Opportunity`." msgstr "最后，完成所有配置后，点击 :guilabel:`创建商机`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 msgid "Merge leads and opportunities" msgstr "合并潜在客户和商机" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 msgid "" "Odoo automatically detects similar leads and opportunities by comparing the " "email addresses of the associated contacts. If a similar lead/opportunity is" " found, a :guilabel:`Similar Lead` smart button appears at the top of the " "lead/opportunity record." msgstr "" "Odoo 通过比较相关联系人的电子邮件地址，自动检测类似的潜在客户和商机。如果发现类似的潜在客户/商机，潜在客户/商机记录的顶部会出现 " ":guilabel:`类似潜在客户` 智能按钮。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Similar leads smart button." msgstr "类似潜在客户智能按钮。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 msgid "" "To compare the details of the similar leads/opportunities, click the " ":guilabel:`Similar Leads` button. This opens a kanban view with only the " "similar leads/opportunities. Click into each card to view the details for " "each lead/opportunity, and confirm if they should be merged." msgstr "" "要比较类似潜在客户/商机的详细信息，请单击 :guilabel:`类似潜在客户` " "按钮。这将打开一个看板视图，其中只有类似的潜在客户/商机。单击每张卡片可查看每个潜在客户/商机的详细信息，并确认是否应将它们合并。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:44 msgid "" "When merging, Odoo gives priority to whichever lead/opportunity was created " "in the system first, merging the information into the first created " "lead/opportunity. However, if a lead and an opportunity are being merged, " "the resulting record is referred to as an opportunity, regardless of which " "record was created first." msgstr "" "合并时，Odoo " "会优先考虑系统中最先创建的潜在客户/商机，将信息合并到最先创建的潜在客户/商机中。不过，如果合并的是潜在客户和商机，则无论哪条记录先创建，生成的记录都被称为商机。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 msgid "" "After confirming that the leads/opportunities should be merged, return to " "the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " "Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " "change to list view." msgstr "" "确认应该合并潜在客户/商机后，使用面包屑导航或点击:guilabel:`类似潜在客户`智能按钮返回看板视图。点击:guilabel:`☰（三条竖线）`图标，切换到列表视图。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 msgid "" "Check the box on the left of the page for the leads/opportunities to be " "merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " "page, to reveal a drop-down menu. From that drop-down menu, select the " ":guilabel:`Merge` option to merge the selected opportunities (or leads)." msgstr "" "选中页面左侧要合并的潜在客户/商机方框。然后，点击页面顶部的 :guilabel:`操作⚙️（齿轮）` 图标，显示一个下拉菜单。从下拉菜单中选择 " ":guilabel:`合并` 选项，合并所选机会（或潜在客户）。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 msgid "" "When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " "drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " "window, decide to :guilabel:`Assign opportunities to` a " ":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." msgstr "" "从 :guilabel:`操作⚙️（齿轮）` 下拉菜单中选择 :guilabel:`合并` 时，将出现 :guilabel:`合并` " "弹出窗口。在弹出窗口中，决定 :guilabel:`将机会分配给:guilabel:`销售人员` 和/或 :guilabel:` 销售团队`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 msgid "" "Below those fields, the leads/opportunities to merge are listed, along with " "their related information. To merge those selected leads/opportunities, " "click :guilabel:`Merge`." msgstr "在这些字段下方，列出了要合并的潜在客户/商机及其相关信息。要合并这些选定的潜在客户/商机，请单击 :guilabel:`合并`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11 msgid "" "When merging opportunities, no information is lost. Data from the other " "opportunity is logged in the chatter, and the information fields, for " "reference." msgstr "合并商机时，不会丢失任何信息。其他商机的数据会记录在聊天记录和信息字段中，以供参考。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Merge option from action menu in list view." msgstr "从列表视图的操作菜单中合并选项。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" msgstr "产生潜在客户/机会" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:5 msgid "" "Two key ways to generate new leads or opportunities for your business are " "through email aliases and website contact forms. Odoo automatically creates " "leads in your CRM whenever someone sends a message to a Sales Team email " "alias or fills out a contact form on your website." msgstr "" "为您的企业创造新潜在客户或机会的两种主要方法是通过电子邮件别名和网站联系表单。每当有人向销售团队电子邮件别名发送消息或在您的网站上填写联系表单时，Odoo都会在您的CRM中自动创建潜在客户。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10 msgid "Configure email aliases" msgstr "配置电子邮件别名" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:12 msgid "" "Each Sales Team can use its own unique email alias to generate " "leads/opportunities. Any email sent to a Sales Team's email alias will " "automatically create a lead (if leads are activated in your CRM settings) or" " an opportunity in the pipeline for that particular team. Configure custom " "email aliases on the configuration page for each Sales Team by navigating to" " :menuselection:`CRM --> Configuration --> Sales Teams`." msgstr "" "销售团队可以使用自己独特的电子邮件地址别名来生成潜在客户/销售机会。发送至销售团队电子邮件地址别名的电子邮件将自动为销售团队创建潜在客户（需在CRM设置中激活潜在客户）或销售机会。跳转至：菜单选择：`CRM-->配置-->销售团队`，在配置页面上为销售团队配置自定义电子邮件地址别名。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Configuring Sales Teams" msgstr "配置销售团队" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23 msgid "Use Contact Forms on your website" msgstr "在您的网站上使用联系表格" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:25 msgid "" "By default, your website's *Contact Us* page displays Odoo's ready-to-use " "Contact Form. Whenever someone submits this form, a lead or an opportunity " "is generated in your database." msgstr "在默认情况下，您网站的“联系我们”页面会显示随时可用Odoo联系人表单。有人提交表单后，会在您的数据库中生成潜在客户或销售机会。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Default Contact Us page" msgstr "默认的“联系我们”页面" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:32 msgid "" "The Contact Form can be activated or deactivated at any time by going to " ":menuselection:`Website --> Go to Website --> Customize --> Contact Form`." msgstr "联系人表单可以随时激活或停用，方法是转到：menuselection：`网站 --> 转到网站 --> 自定义 -->联系表单`。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form toggle" msgstr "联系人表单切换" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:39 msgid "" "When the Form is deactivated, the *Contact Us* page simply displays a button" " to email your company directly. Any email sent this way will generate a " "lead/opportunity." msgstr "如果停用表单，“联系我们”页面只显示一个按钮，用于直接向您公司发送电子邮件。以这种方式发送的电子邮件将生成潜在客户/销售机会。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Us Page using email" msgstr "“联系我们”页面使用电子邮件" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:46 msgid "" "Choose which Sales Team or salesperson is automatically assigned to the " "leads/opportunities created from the Contact Form by going to " ":menuselection:`Website --> Configuration --> Settings --> Communication`." msgstr "跳转至：菜单选择：`网站-->配置-->设置-->通信`，选择为联系人表单创建的潜在客户/销售机会分配的销售团队或销售人员。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form settings" msgstr "联系人表单设置" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55 msgid "Customize Contact Forms" msgstr "定制联系人表单" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:57 msgid "" "Contact Forms can be customized for the specific information your team " "needs, using the free *Form Builder* module." msgstr "您可以使用免费的*表单创建*模块，根据团队需要的特定信息定制联系人表单。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:60 msgid "" "The *Form Builder* module is installed automatically when a Form element is " "added to a web page via the Website Builder. It can also be installed " "manually from the :guilabel:`Apps` page." msgstr "通过网站创建模块将表单元素添加至网页，自动安装“表单创建”模块。也可以在guilabel：`应用程序`页面手动安装。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Form Builder building blocks" msgstr "表单创建的创建块" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:68 msgid "" "Forms can be created from scratch to serve a wide variety of purposes. " "However, Odoo's default *Contact Us* page is designed to fit most users' " "needs. Start with the default form and modify from there." msgstr "可以从零开始创建表单，以满足多种用途。Odoo的默认*联系我们*页面旨在满足大多数用户的需求，您可以直接修改默认表单。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73 msgid "Edit Contact Form fields" msgstr "编辑联系人表单字段" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:75 msgid "" "In Edit mode on your website, click on any field to start editing it. The " "following information can be edited for each field on the Contact Form:" msgstr "在网站的编辑模式下，单击任何字段即可进行编辑。可以为联系人表单字段编辑以下信息：" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:78 msgid "" ":guilabel:`Type`: Choose a custom field option or an existing field. " "Examples include phone, file upload, language, etc." msgstr ":guilabel：`类别`：选择自定义字段选项或现有字段。包括电话、文件上传、语言等。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:80 msgid "" ":guilabel:`Input Type`: Determine the type of entry customers should input. " "Available options are text,email, telephone, and URL." msgstr ":guilabel：`输入类别`：确定客户需输入的条目类别。包括文字、电子邮件地址、电话和URL。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:82 msgid "" ":guilabel:`Input Placeholder`: Type in an example to guide users how to " "input information where formatting is important, such as a phone number or " "email address." msgstr ":guilabel：`输入占位符`：输入示例，指导用户如何输入有格式要求的信息，如电话和电子邮件地址。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:84 msgid "" ":guilabel:`Label Name`: Type in the display name to show users what " "information is needed from them." msgstr ":guilabel：`标签名称`：输入显示名称，以便向用户显示需要输入的信息。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:86 msgid "" ":guilabel:`Label Position`: Choose the way the label is aligned with the " "rest of the form. The label can be hidden, above the field, to the far left " "of the field, or right adjusted and closer to the field." msgstr ":guilabel：`标签位置`：选择标签与表单其余部分对齐的方式。标签可以隐藏、位于字段上方、字段最左边、或向右调整并靠近字段。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:89 msgid "" ":guilabel:`Required`: Toggle this option for information that you absolutely" " need entered." msgstr ":guilabel：`必填`：对于必须输入的信息，使用此选项。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:90 msgid "" ":guilabel:`Hidden`: Toggle this option to hide the field without deleting " "it." msgstr ":guilabel：`隐藏`：使用此选项，隐藏而非删除字段。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:91 msgid "" ":guilabel:`Shown on Mobile`: Toggle this option to show the field to users " "on mobile devices." msgstr ":guilabel：`在移动设备上显示`：使用此选项，在用户的移动设备上显示字段。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Editable field options" msgstr "可编辑的字段选项" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:97 msgid "" "By default, when a Form is submitted, it sends you an email with the " "customer's inputted information. To have it automatically generate a " "lead/opportunity instead, edit the Form and select :guilabel:`Create an " "Opportunity` as the Action." msgstr "" "在默认情况下，提交表单时，会向您发送包含客户输入信息的电子邮件。如果希望自动生成潜在客户/销售机会，请编辑表单并选择：guilabel：`创建销售机会'作为动作指令。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:102 msgid "" "If leads are activated in your CRM settings, selecting :guilabel:`Create an " "Opportunity` generates a lead instead. To learn more about activating leads " "in the CRM settings, head over to :doc:`convert`." msgstr "" "如果在CRM设置中激活了潜在客户，请选择：guilabel：`创建销售机会'，以生成潜在客户。了解有关在CRM设置中激活潜在客户的更多信息，请跳转至：doc：`转换`。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "线索挖掘" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5 msgid "" "Lead mining is a feature that allows CRM users to generate new leads " "directly into their Odoo database. To ensure lead qualification, lead mining" " output is determined by a variety of filtering criteria, such as the " "country, the company size, and the industry." msgstr "" "商机挖掘是一项新建商机的功能，可以由CRM模块用户直接向其Odoo数据库中创建新商机。为确保商机合格，商机挖掘的输出由多种过滤条件进行判断，比如国家、公司规模以及行业等。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12 msgid "" "To get started, go to :menuselection:`CRM --> Configuration --> Settings` " "and activate :guilabel:`Lead Mining`." msgstr "开始请前往菜单选项 ：`CRM --> 配置 --> 设置`  并激活：用户界面标签`商机挖掘`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "在Odoo CRM设置中启用商机挖掘功能." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 msgid "Generate leads" msgstr "创建商机" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22 msgid "" "After the :guilabel:`Lead Mining` setting is activated, a new button called " ":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` " "pipeline. Lead mining requests are also available through " ":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through " ":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate " "Leads` button is also available." msgstr "" "标签‘商机挖掘’ 设置启用后，在CRM模块中会出现一个标识为‘新建商机’ 的可用按钮。发起商机挖掘请求可通过菜单选项：`CRM --> 配置 --> " "商机挖掘请求`，或者：`CRM --> 商机 --> 商机` 下的 `新建商机` 按钮。 " #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The Generate Leads button to use the lead mining feature." msgstr "用于使用商机挖掘模块功能的‘新建商机’按钮。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32 msgid "" "Click on the :guilabel:`Generate Leads` button, and a window will appear " "offering a variety of criteria by which to generate leads." msgstr "点击标签‘新建商机’，会出现一个带各种条件选项的窗口。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "" "The pop-up window with the selection criteria in order to generate leads in " "Odoo." msgstr "这个带条件选项的弹窗用于在Odoo中新建商机。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39 msgid "" "Choose to generate leads for :guilabel:`Companies` to get company " "information only, or choose :guilabel:`Companies and their Contacts` to get " "company information as well as individual employee contact information. When" " targeting :guilabel:`Companies and their Contacts`, there is an option to " "filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" "选择`公司` " "条件选项，则新建商机时只带出公司信息；若选择`公司和联系方式`，则带出公司信息以及其联系人的联系方式信息，此选项下有可选标签`角色`、`职级` " "用于筛选联系信息。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "Additional filtering options include:" msgstr "其他筛选选项包括：" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46 msgid "" ":guilabel:`Size`: filter leads based on the number of employees at the " "company" msgstr "`公司规模` ：基于该公司员工数进行筛选" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47 msgid "" ":guilabel:`Countries`: filter leads based on the country (or countries) they" " are located in" msgstr "`国家`：基于该公司所在国进行筛选" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 msgid "" ":guilabel:`States`: further filter leads based on the state they are located" " in, if applicable" msgstr "`州/省`：如有，从该公司所在的州/省进行筛选" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 msgid "" ":guilabel:`Industries`: filter leads based on the specific industry they " "work in" msgstr "`行业`：基于该公司所从事的行业进行筛选" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50 msgid "" ":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " "to" msgstr "`销售团队`：选择商机分派给哪个销售团队" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 msgid "" ":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads " "will be assigned to" msgstr "`销售人员`：选择商机分派给哪个销售人员" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52 msgid "" ":guilabel:`Default Tags`: choose which tags are applied directly to the " "leads once found" msgstr "`缺省标签`：选择在发现商机时适用哪个标签" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55 msgid "" "Make sure to be aware of the latest EU regulations when receiving contact " "information. Get more information about the General Data Protection " "Regulation on `Odoo GDPR `_." msgstr "" "在接收联系方式信息时，确保已明晰最新的欧盟相关法规。更多关于欧盟《通用数据保护条例》的信息，请参考`Odoo GDPR " "`_。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61 msgid "Pricing" msgstr "价格" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" "Lead mining is an *In-App Purchase* feature and each generated lead costs " "one credit." msgstr "商机挖掘是一个*In-App Purchase（APP 付费）* 的功能，每一条创建的商机消耗1个信用分。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63 msgid "" "Choosing to generate :guilabel:`Companies and their Contacts` costs one " "additional credit for each contact generated." msgstr "选择`公司和联系方式` 新建商机，每一条将额外消耗1个信用分" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" "此处查看完整价目信息： `Lead Generation by Odoo IAP `_." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70 msgid "" "To buy credits, navigate to :menuselection:`CRM --> Configuration --> " "Settings`. In the :guilabel:`Lead Generation` section, under the " ":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`." msgstr "" "购买信用分，请转至菜单选项：`CRM --> 配置 --> 设置`. 在`商机挖掘`功能下的 `商机创建` 标签区域，点击 `购买信用` ." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Buy credits from the lead mining settings." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78 msgid "" "Credits may also be purchased by navigating to the :menuselection:`Settings " "--> General Settings`. In the :guilabel:`In-App Purchases` section, under " "the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." msgstr "" "也可以通过导航至 :menuselection:`设置-->常规设置`来购买点数。在 :guilabel:`应用内购买` " "部分的:guilabel:`Odoo IAP` 功能下，点击 :guilabel:`查看我的服务`。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Buy credits in the Odoo IAP settings." msgstr "在 Odoo IAP 设置中购买积分。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:87 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test " ":abbr:`IAP (In-App Purchase)` features before deciding to purchase more " "credits for the database. This includes demo/training databases, educational" " databases, and one-app-free databases." msgstr "" "拥有有效订阅的企业 Odoo 用户在决定为数据库购买更多点数之前，可获得免费点数以测试 :abbr:`IAP（应用程序内购买）` " "功能。这包括演示/培训数据库、教育数据库和单应用程序免费数据库。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 msgid ":doc:`/applications/essentials/in_app_purchase`" msgstr ":doc:`/applications/essentials/in_app_purchase`" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Send quotations" msgstr "发送报价单" #: ../../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 "当您将线索定为商机时，您很可能需要向他们发送报价单。您可以在使用 Odoo 的 CRM 应用程序中直接执行此操作。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:12 msgid "Create a new quotation" msgstr "创建新报价单" #: ../../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 "通过点击任何商机或潜在顾客，您将看到一个 *新报价* 按钮，它会将您带入一个新的菜单，您可以在其中管理您的报价。" #: ../../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 "您可以在该页面上的 *报价* 菜单下找到该特定商机的所有报价。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:28 msgid "Mark them won/lost" msgstr "标记为赢/输" #: ../../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 "现在，您需要将商机标记为赢或输，以继续进行此过程。" #: ../../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 "如果将它们标记为赢，它们将移动到看板视图中的 *赢* 列。但是，如果您将它们标记为 *输* ，它们将被存档。" #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "优化您的日常工作" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "如何激励和奖励我的销售人员？" #: ../../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 "" "激励员工以实现目标和奖励达到特定目标是增强良好销售习惯和提高销售人员生产率的绝佳方法。 " "游戏化模块通过实时识别和受游戏机制启发的徽章，为您提供了简单而富有创意的方式来激励和评估您的员工。" #: ../../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 "安装 *游戏化* 模块或 *CRM游戏化* 模块，添加了一些可用于 *CRM /销售* 的有用数据（如目标和挑战）。" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the gamification module being installed in Odoo" msgstr "Odoo中游戏化模块的视图" #: ../../content/applications/sales/crm/optimize/gamification.rst:21 msgid "Create a challenge" msgstr "创建一个挑战" #: ../../content/applications/sales/crm/optimize/gamification.rst:23 msgid "" "Now, create your first challenge by going to :menuselection:`Settings --> " "Gamification Tools --> Challenges`." msgstr "现在，创建您的第一个挑战，通过 :menuselection:`设定 --> 游戏化工具 --> 挑战` 。" #: ../../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 "由于游戏化工具是一次性的技术设置，因此您需要激活技术功能才能访问配置。 为此，请转到 *设定* 和 *激活开发人员模式* 。" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View if the gamification tools menu in Odoo Settings" msgstr "Odoo设置中游戏化工具菜单的视图" #: ../../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 "挑战是您发送给销售团队的任务。 它可以包括为特定时间段设置的一个或多个目标。 如下配置您的挑战：" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Assign the salespeople to be challenged;" msgstr "指派给受挑战的销售人员;" #: ../../content/applications/sales/crm/optimize/gamification.rst:39 msgid "Assign a responsible;" msgstr "指派负责人；" #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "Set up the periodicity along with the start and the end date;" msgstr "设置周期以及开始和结束日期；" #: ../../content/applications/sales/crm/optimize/gamification.rst:41 msgid "Select your goals;" msgstr "选择你的目标;" #: ../../content/applications/sales/crm/optimize/gamification.rst:42 msgid "Set up your rewards (badges)." msgstr "设置您的奖励（徽章）。" #: ../../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 "挑战结束后将授予徽章。 这可以是运行周期的结尾（例如：每月挑战的月末），挑战的结束日期（如果没有设置周期性），也可以是手动关闭挑战。" #: ../../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 "在下面的示例中，有2位员工正在挑战 *每月销售目标* 。 挑战基于两个目标：开票总额和产生的新潜在客户数量。 在月底，将为获奖者颁发徽章。" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "" "View of the challenge form and a challenge being created for Odoo Sales" msgstr "挑战表单和为Odoo销售创建挑战的视图" #: ../../content/applications/sales/crm/optimize/gamification.rst:58 msgid "Set up goals" msgstr "设立目标" #: ../../content/applications/sales/crm/optimize/gamification.rst:60 msgid "" "The users can be evaluated using goals and numerical objectives to reach." msgstr "可以使用目标和数字来评估用户。" #: ../../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 " **** 是通过 *挑战* 分配的，这些评估（请参见上图）并在整个时段内团队各成员之间进行比较。" #: ../../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 "" "你可以在 *挑战* 中创建一个新的目标，点击 *目标* 下的 *添加新项目* 。 根据公司需求选择业务对象。 " "示例：新销售线索的数量，资格的形成时间，根据您的管理偏好在特定星期，月份或任何其他时间范围内开具的开票总额等。" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "" "View of the goal definition form and a goal definition being created for " "Odoo Sales" msgstr "目标定义表单和为Odoo销售创建目标定义的视图" #: ../../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 "目标也包括你的数据库设立 (比如设定你的公司数据, 一个时区, 建立一个新用户, 等等)。" #: ../../content/applications/sales/crm/optimize/gamification.rst:77 msgid "Set up rewards" msgstr "建立奖励" #: ../../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 "" "对于非数字成就，可以将 *徽章* 授予用户。 从简单的感谢到卓越的成就，徽章是向用户表示感谢的简单方法，感谢他们的出色工作。 " "要根据员工的绩效创建和授予徽章，请转到 :menuselection:`设定 --> 游戏化工具 --> 徽章` 。" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the badges page in Odoo" msgstr "Odoo徽章页面视图" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3 msgid "Lead enrichment" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5 msgid "" "*Lead enrichment* is a service that provides business information for a " "contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that" " requires credits to use, and is available for existing leads in an Odoo " "database." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9 msgid "" "The information provided by lead enrichment can include general information " "about the business (including full business name and logo), social media " "accounts, :guilabel:`Company type`, :guilabel:`Founded` information, " ":guilabel:`Sectors` information, the number of :guilabel:`Employees`, " ":guilabel:`Estimated revenue`, :guilabel:`Phone` number, " ":guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21 msgid "" "The *leads* feature **must** be activated in the *CRM* settings page in " "order to use lead enrichment. To access the *CRM* settings, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`. Under the " ":guilabel:`CRM` section activate the :guilabel:`Leads` option and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27 msgid "Lead enrichment set up" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29 msgid "" "To set up lead enrichment in the *CRM* application, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`. Then, under the " ":guilabel:`Lead Generation` section, tick the checkbox next to " ":guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on " "demand only` or :guilabel:`Enrich all leads automatically`. Click the " ":guilabel:`Save` button to activate the changes." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "" "CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n" "leads on demand only chosen." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41 msgid "Enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43 msgid "" "Enrichment of leads is based on the domain of the email address of the " "customer set on the lead. There are two different ways that a lead can be " "enriched: *automatically* or *manually*." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47 msgid "Automatically enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49 msgid "" "During set up, if :guilabel:`Enrich all leads automatically` was selected on" " the *CRM* :guilabel:`Settings` page, then no action needs to be taken by " "the user to enrich the lead. A scheduled action runs automatically, every " "sixty minutes, and enrichment occurs on leads, after a remote database is " "contacted." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55 msgid "" "To access the cron that runs for the automatic lead enrichment, activate " ":ref:`developer mode `, and navigate to " ":menuselection:`Settings app --> Technical menu --> Automation section --> " "Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click " "into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any " "necessary adjustments. In the :guilabel:`Execute Every` field, enter a value" " greater than, or equal to, five minutes." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62 msgid "" "The following is an example of lead enrichment data that has been " "autocompleted successfully:" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0 msgid "Chatter showing lead enrichment data." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69 msgid "Manually enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71 msgid "" "If the :guilabel:`Enrich leads on demand only` option was selected on the " "*CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead " "Enrichment`, each lead that a user wishes to enrich **must** be manually " "enriched. This is achieved by clicking the :guilabel:`Enrich` button in the " "top menu of the lead." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76 msgid "" "The same information will be retrieved at the same :abbr:`IAP (In-App " "Puchase)` credit cost (one per enrichment). This method of enrichment is " "useful when every lead does not need to be enriched, or cost is an issue." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Manual enrich button feature highlighted on the CRM lead." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85 msgid "" "Manually enrich leads in bulk using the *list* view. First, navigate to " ":menuselection:`CRM app --> Leads`, and click the list view button " "(:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for" " the leads that should be manually enriched. Finally, click the " ":guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting" " drop-down menu. This can also be achieved from the *My Pipeline* page. To " "do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app -->" " Sales --> My Pipeline`. Either route reveals leads and opportunities on the" " :guilabel:`Pipeline` page." msgstr "" "使用*列表*视图手动批量扩充潜在客户。首先，导航到:menuselection:`客户关系管理应用程序 --> " "潜在客户`，然后点击列表视图按钮（:guilabel:`☰（三条横线）`图标）。接着，勾选需要手动充实的线索。最后，点击:guilabel:`⚙️ " "操作`图标，从下拉菜单中选择:guilabel:`扩充`。也可以通过*我的管道*页面完成。要执行此操作，只需打开 *客户关系管理* 应用程序，或导航至 " ":menuselection:`客户关系管理应用程序 --> 销售 --> 我的管道`。无论采用哪种方式，都会在 :guilabel:`管道` " "页面显示潜在客户和机会。" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96 msgid "" "Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead " "costs one credit." msgstr "潜在客户拓展是一项应用内购买（IAP）功能，每拓展一个潜在客户需要一个信用点数。" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102 msgid "" "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> " "Settings`. In the :guilabel:`Lead Generation` section, under the " ":guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Buy credits from the lead enrichment settings." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110 msgid "" "Credits and balances may also be purchased by navigating to the " ":menuselection:`Settings app`. In the :guilabel:`Contacts` section, under " "the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83 msgid ":doc:`../../../essentials/in_app_purchase`" msgstr ":doc:`../../../essentials/in_app_purchase`" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122 msgid "" "When collecting a company's contact information, make sure to be aware of " "the latest EU regulations. For more information about General Data " "Protection Regulation, refer to: `Odoo GDPR `__." msgstr "" "在收集公司联系信息时，请务必了解最新的欧盟法规。有关《通用数据保护条例》的更多信息，请参阅： `Odoo GDPR " "`__。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich contacts with partner autocomplete" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5 msgid "" "*Partner autocomplete* enriches the contacts database with corporate data. " "In any module, enter the new company name into the :guilabel:`Customer` " "field (`partner_id` technical field), and select one of the companies " "suggested in the drop-down menu. Instantly get valuable company information " "full of hard-to-find data for a desired company." msgstr "" "*合作伙伴自动完成* 利用公司数据，丰富联系人数据库。在任何模块中，您可在 :guilabel:`客户` 字段（即`partner_id` " "技术字段）输入新公司的名称，然后从下拉菜单中，选择一间建议的公司。系统会立即提供重要的公司信息，其中包含目标公司难以找到的数据。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11 msgid "" "A company **cannot** already be manually entered in the *Contacts* " "application prior to enriching it with data." msgstr "要使用数据丰富功能，有关公司的数据 **不能** 已经手动输入至 *联系人* 应用程序内。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14 msgid "" "The information provided by partner autocomplete can include general " "information about the business (including full business name and logo), " "social media accounts, :guilabel:`Company type`, :guilabel:`Founded` " "information, :guilabel:`Sectors` information, the number of " ":guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` " "number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" "合作伙伴自动完成功能提供的信息，可包括有关企业的一般信息（例如公司全名、标志）、社交媒体帐户、:guilabel:`公司类型`、:guilabel:`成立`信息、:guilabel:`行业`信息、:guilabel:`员工`数量、:guilabel:`估计收入`、:guilabel:`电话号码`、:guilabel:`时区`和:guilabel:`使用的技术`。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21 msgid "" "When getting a company's contact information make sure to be aware of the " "latest EU regulations. For more information about General Data Protection " "Regulation refer to: `Odoo GDPR `_. In Odoo, " "individual contact information cannot be searched for with the partner " "autocomplete feature." msgstr "" "在获取公司的联系信息时，请务必了解最新的欧盟法规。有关通用数据保护条例（GDPR）的更多信息，请参阅：`Odoo GDPR " "`_。在 Odoo 系统中，无法使用合作伙伴自动完成功能搜索个人联系信息。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29 msgid "" "Go to :menuselection:`Settings app --> Contacts section`. Then, activate the" " :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside " "it, and clicking :guilabel:`Save`." msgstr "" "进入 :menuselection:`设置应用程序 --> 联系人部分`。然后，通过勾选旁边的复选框激活 :guilabel:`合作伙伴自动完成` " "功能，并点击 :guilabel:`保存`。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "View of settings page and the activations of the feature in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37 msgid "Enrich contacts with corporate data" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39 msgid "" "From any module, as the user is typing in the name of a new company contact," " Odoo reveals a large drop-down menu of potential match suggestions. If any " "are selected, the contact is then populated with corporate data related to " "that specific selection." msgstr "" "在任何模块中，当用户输入新公司联系人的名称时，Odoo " "会显示一个大型下拉菜单，其中包含潜在的匹配建议。如果选择了其中任何一个，就会在联系人中输入与该特定选择相关的公司数据。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43 msgid "For example, after typing `Odoo`, the following information populates:" msgstr "例如，输入`Odoo`后，会弹出以下信息：" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "Creating a new contact in Odoo" msgstr "在Odoo中创建联系人" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49 msgid "" "In the chatter, the following information populates about the company, after" " clicking on the desired pre-populated contact:" msgstr "在沟通栏中，点击所需的预填充联系人后，会弹出有关公司的以下信息：" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "" "View of the information being shown about odoo with the autocomplete option " "in Odoo" msgstr "利用Odoo自动完成选项显示信息的视图" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57 msgid "" "Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is" " entered instead of company name." msgstr "如果输入的是 :abbr:`VAT（增值税）` 编号而不是公司名称，合作伙伴自动完成功能也可正常工作。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63 msgid "" "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires" " prepaid credits to be used. Each request consumes one credit." msgstr "*合作伙伴自动完成*是一项*应用内购买（IAP）*服务，需要使用预付点数。每次请求消耗一个点数。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66 msgid "" "To buy credits, go to :menuselection:`Settings app --> Contacts section`. " "Then, locate either the :guilabel:`Partner Autocomplete` feature and click " ":guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and " "click :guilabel:`View My Services`. From the resulting page, select a " "desired package." msgstr "" "要购买点数，请进入 :menuselection:`设置应用程序 --> 联系人部分`。然后，找到 :guilabel:`合作伙伴自动完成` 功能并点击" " :guilabel:`购买点数`，或找到 :guilabel:`Odoo IAP` 功能并点击 " ":guilabel:`查看我的服务`。在出现的页面中选择所需的服务套餐。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72 msgid "" "If the database runs out of credits, the only information populated when " "clicking on the suggested company will be the website link and the logo." msgstr "如果数据库中的点数用完，点击推荐公司时弹出的唯一信息将是网站链接和标志。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75 msgid "Learn about our `Privacy Policy `_." msgstr "了解我们的 `隐私政策 `_。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3 msgid "Utilize activities for sales teams" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:5 msgid "" "*Activities* are follow-up tasks tied to a record in an *Odoo* database. " "Activities can be scheduled on any page of the database that contains a " "chatter thread, Kanban view, list view, or activities view of an " "application." msgstr "" "*活动* 是与 *Odoo* 数据库中的记录相关联的后续任务。可以在数据库中包含聊天对话串、看板视图、列表视图或应用程序活动视图的任何页面上安排活动。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "" "The summary view of activities for leads and opportunities in an Odoo " "database." msgstr "Odoo 数据库中潜在客户和商机活动的汇总视图。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "Planned Activities for Leads and Opportunities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16 msgid "Activity types" msgstr "活动类型" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18 msgid "" "A set of preconfigured activity types is available in the *CRM* app. To view" " the list of available activity types, navigate to the :menuselection:`CRM " "app --> Configuration --> Activity Types`." msgstr "" "*CRM* 应用程序中提供一组预配置的活动类型。要查看可用活动类型列表，请导航至 :menuselection:`CRM 应用程序 --> 配置 -->" " 活动类型`。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22 msgid "" "Additional activity types are available within the database, and can be " "utilized through different applications. To access the complete list of " "activity types, go to the :menuselection:`Settings app`, then scroll to the " ":guilabel:`Discuss` section, and click :guilabel:`Activity Types`." msgstr "" "数据库中还有其他活动类型，可通过不同的应用程序使用。要访问活动类型的完整列表，请访问 :menuselection:`设置应用程序`，然后滚动到 " ":guilabel:`讨论` 部分，并点击 :guilabel:`活动类型`。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27 msgid "The preconfigured activity types for the *CRM* app are as follows:" msgstr "*CRM* 应用程序的预设活动类型如下：" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29 msgid "" ":guilabel:`Email`: adds a reminder to the chatter that prompts the " "salesperson to send an email." msgstr ":guilabel:电子邮件`：在聊天中添加提醒，提示销售人员发送电子邮件。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30 msgid "" ":guilabel:`Call`: opens a calendar link where the salesperson can schedule " "time to call the contact." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32 msgid "" ":guilabel:`Meeting`: opens a calendar link where the salesperson can " "schedule time to have a meeting with the contact." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34 msgid ":guilabel:`To Do`: adds a general reminder task to the chatter." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35 msgid "" ":guilabel:`Upload Document`: adds a link on the activity where an external " "document can be uploaded. Note that the *Documents* app is **not** required " "to utilize this activity type." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39 msgid "" "If other applications are installed, such as *Sales* or *Accounting*, other " "activity types are made available in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:43 msgid "Create a new activity type" msgstr "创建新活动类型" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45 msgid "" "To create a new activity type, click :guilabel:`New` at the top-left of the " "page to open a blank form." msgstr "要创建新活动类型，请点击页面左上角的 :guilabel:`新建`，打开空白表单。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:48 msgid "" "At the top of the form, start by choosing a :guilabel:`Name` for the new " "activity type." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:51 msgid "Activity settings" msgstr "活动设置" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:54 msgid "Action" msgstr "操作" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56 msgid "" "The *Action* field specifies the intent of the activity. Some actions " "trigger specific behaviors after an activity is scheduled." msgstr "*操作* 字段指定了活动的意图。某些操作会在计划活动后触发特定行为。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:59 msgid "" "If :guilabel:`Upload Document` is selected, a link to upload a document is " "added directly to the planned activity in the chatter." msgstr "如果选择:guilabel:`上传文档`，则会在聊天记录中的计划活动中直接添加上传文档的链接。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:61 msgid "" "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " "have the option to open their calendar to schedule a time for this activity." msgstr "如果选择了 :guilabel:`电话呼叫` 或 :guilabel:`会议`，用户就可以选择打开日历，为该活动安排时间。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:63 msgid "" "If :guilabel:`Request Signature` is selected, a link is added to the planned" " activity in the chatter that opens a signature request pop-up window." msgstr "如果选择 :guilabel:`请求签名`，则会在聊天记录中的计划活动上添加链接，弹出签名请求窗口。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "" "The Activity settings on a new activity type with emphasis on the Action " "field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:71 msgid "" "The actions available to select on an activity type vary, depending on the " "applications currently installed in the database." msgstr "可选择的活动类型上的操作，会根据当前安装在数据库中的应用程序而有所不同。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:75 msgid "Default user" msgstr "默认用户" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77 msgid "" "To automatically assign this activity to a specific user when this activity " "type is scheduled, choose a name from the :guilabel:`Default User` drop-down" " menu. If this field is left blank, the activity is assigned to the user who" " creates the activity." msgstr "" "要在计划此活动类型时将此活动自动分配给特定用户，请从 :guilabel:`默认用户` " "下拉菜单中选择一个名称。如果此字段留空，活动将分配给创建活动的用户。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:82 msgid "Default summary" msgstr "默认摘要" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84 msgid "" "To include notes whenever this activity type is created, enter them into the" " :guilabel:`Default Summary` field." msgstr "要在创建此活动类型时包含备注，请在 :guilabel:`默认摘要` 字段中输入备注。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:88 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" "创建活动时，将包含 :guilabel:`默认用户` 和 :guilabel:`默认摘要` 字段中的信息。但是，可以在计划或保存活动之前更改它们。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:93 msgid "Next activity" msgstr "下一个活动" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95 msgid "" "To automatically suggest, or trigger, a new activity after an activity has " "been marked complete, the :guilabel:`Chaining Type` must be set." msgstr "要在活动标记完成后自动建议或触发新活动，必须设置 :guilabel:`连锁类型`。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:99 msgid "Suggest next activity" msgstr "建议下一个活动" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101 msgid "" "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " "Activity`. Upon doing so, the field underneath changes to: " ":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " "select any activities to recommend as follow-up tasks to this activity type." msgstr "" "在 :guilabel:`链接类型` 字段中，选择 :guilabel:`建议下一项活动`。执行此操作后，下面的字段就会变为 " ":guilabel:`建议`。点击:guilabel:`建议` 字段下拉菜单，选择要推荐作为此活动类型后续任务的任何活动。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The Next Activity section on a new activity type form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:109 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:137 msgid "" "In the :guilabel:`Schedule` field, choose a default deadline for these " "activities. To do so, configure a desired number of :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " ":guilabel:`after completion date` or :guilabel:`after previous activity " "deadline`." msgstr "" "在 :guilabel:`时间安排` 字段中，为这些活动选择默认截止日期。为此，请配置所需的 :guilabel:`日`、 :guilabel:`周` " "或 :guilabel:`月` 数目。然后，决定它应该发生在 :guilabel:`完成日期之后`，还是在 " ":guilabel:`上一个活动截止日期之后`。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:114 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:142 msgid "" "This :guilabel:`Schedule` field information can be altered before the " "activity is scheduled." msgstr "安排活动前，可更改此:guilabel:`排期` 字段的信息。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:116 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:144 msgid "When all configurations are complete, click :guilabel:`Save`." msgstr "完成所有配置后，单击 :guilabel:`保存`。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:119 msgid "" "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " "Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " "users are presented with recommendations for activities as next steps." msgstr "" "如果活动的 :guilabel:`连锁类型` 设置为 :guilabel:`建议下一个活动`，且 :guilabel:`建议` " "字段中列出了活动，则会向用户显示后续步骤的活动建议。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "" "A schedule activity pop-up with emphasis on the recommended activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:128 msgid "Trigger next activity" msgstr "触发下一个活动" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130 msgid "" "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " "immediately launches the next activity once the previous one is completed." msgstr "将 :guilabel:`连锁类型` 设置为 :guilabel:`触发下一个活动`，在活动完成后，会立即启动下一个活动。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:133 msgid "" "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " "Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " ":guilabel:`Trigger` field drop-down menu, select the activity that should be" " launched once this activity is completed." msgstr "" "如果在 :guilabel:`连锁类型` 字段中选择了 :guilabel:`触发下一个活动`，下方的字段将变为 :guilabel:`触发器`。从 " ":guilabel:`触发器` 字段下拉菜单中，选择此活动完成后应启动的活动。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:147 msgid "" "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" " Next Activity`, marking the activity as *Done* immediately launches the " "next activity listed in the :guilabel:`Trigger` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:152 msgid "Activity tracking" msgstr "活动追踪" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154 msgid "" "To keep the pipeline up to date with the most accurate view of the status of" " activities, as soon as a lead is interacted with, the associated activity " "should be marked as *Done*. This ensures the next activity can be scheduled " "as needed. It also prevents the pipeline from becoming cluttered with past " "due activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:159 msgid "" "The pipeline is most effective when it is kept up-to-date and accurate to " "the interactions it is tracking." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:163 msgid "Activity plans" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:165 msgid "" "Activity types with the *Chaining Type* set to *Trigger New Activity* " "provide the opportunity to preplan a sequence of customized activities. Once" " an activity is marked as *Done*, the next activity is automatically " "scheduled." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169 msgid "" "The *Chaining Type* setting on an activity type provides the opportunity to " "preplan a sequence of events, that can aide in the sales process." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:173 msgid "" "A salesperson adds a new lead to their pipeline, and schedules an *Email* " "activity for the following day. The email activity type is configured with " "the following settings:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:176 msgid ":guilabel:`Chaining Type`: `Suggest Next Activity`" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:177 msgid ":guilabel:`Suggest`: `Call`, `Meeting`" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178 msgid ":guilabel:`Schedule`: `2 days after previous activity deadline`" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:180 msgid "" "After sending an email to the lead, the salesperson clicks :guilabel:`DONE &" " SCHEDULE NEXT` on the :guilabel:`Schedule Activity` pop-up window. This " "opens a new pop-up window, where the suggested next activities are listed as" " recommendations for next steps." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "Schedule an activity pop-up window with recommended activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188 msgid "" "The *suggested* or *triggered* activities may vary, depending on a variety " "of factors. See below for some suggested sequences:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:193 msgid "Sample #1" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195 msgid "" "A salesperson adds a lead to the pipeline and schedules an *email* activity." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:196 msgid "" "The *email* activity suggests scheduling a *call* or a *meeting* within two " "days of the previous deadline." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:198 msgid "" "Both the *call* and the *meeting* activities trigger a *create quote* " "activity." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:199 msgid "" "After the quote is sent, a *follow-up on quote* activity is scheduled within" " five days." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:201 msgid "Sample #2" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:203 msgid "" "A lead is :doc:`added to the pipeline <../acquire_leads/generate_leads>` " "through the website's contact form. The salesmanager assigns a salesperson " "and schedules an activity for a *call*." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:206 msgid "" "The *call* activity triggers an *upload document* activity, so the " "salesperson can send over a proposal after a successful phone call." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208 msgid "" "The *upload document* activity suggests scheduling a *request signature* " "activity or a *meeting*. The salesperson chooses to schedule a meeting." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:211 msgid "Sample #3" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213 msgid "" "A salesmanager notices several of their salespeople are neglecting to " "follow-up on their leads in a timely manner. As a result, high-value targets" " are not receiving adequate attention." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216 msgid "" "The salesmanager creates a new activity type, titled *follow-up*, which is " "configured with the :guilabel:`Action` set to :guilabel:`Reminder`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218 msgid "" "The salesmanager adds *follow-up* as the next activity triggered or " "suggested to all of their teams activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:220 msgid "" "After a salesperson schedules an *email* activity, a *follow-up* activity is" " scheduled for the next day. After they schedule a *meeting* activity, a " "*follow-up* activity is scheduled two days later." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225 msgid ":doc:`Activities `" msgstr "" #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "分析性能" #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Check your Win/Loss Ratio" msgstr "检查您的赢/输比率" #: ../../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 "要查看管道的配合情况，请查看赢/输比率。" #: ../../content/applications/sales/crm/performance/win_loss.rst:8 msgid "" "To access this report, go to your *Pipeline* view under the *Reporting* tab." msgstr "要访问此报告，请转到 *报告* 选项卡下的 *管道* 视图。" #: ../../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 "在这里，您可以过滤到希望看到的机会，您的机会，来自销售渠道的机会，整个公司的机会等等。然后，您可以单击过滤器并选中“赢/输”。" #: ../../content/applications/sales/crm/performance/win_loss.rst:18 msgid "You can also change the *Measures* to *Total Revenue*." msgstr "您还可以将 *措施* 更改为 *总收入*。" #: ../../content/applications/sales/crm/performance/win_loss.rst:23 msgid "You also have the ability to switch to a pie chart view." msgstr "您还可以切换到饼型视图。" #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "组织管道" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "管理失去的机会" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" "Not all opportunities result in successful sales. In order to keep the " "pipeline up to date, lost opportunities need to be identified. Specifying " "the reason why an opportunity was lost provides additional insight that can " "prove useful for future opportunities." msgstr "并非所有机会都能带来成功的销售。为了及时更新管道，需要识别丢失的商机。明确失去商机的原因，可以提供更多的洞察力，对未来抓住商机很有帮助。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" msgstr "将销售线索标记为输" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" "To mark a lead as lost, open the :menuselection:`CRM` application, and " "select a lead from the pipeline, by clicking on its corresponding kanban " "card. Doing so reveals that lead's detail form." msgstr "" "要将潜在客户标记为已丢失，请打开 :menuselection:`CRM` " "应用程序，然后从管道中选择潜在客户，点击其对应的看板卡。这样就会显示该潜在客户的详细表单。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" "Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "然后，点击潜在客户详情表顶部的 :guilabel:`丢失`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" "Buttons from the top of an opportunity record with the lost button " "emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" "This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " "existing lost reason. If no applicable reason is available, create a new one" " by entering it into the :guilabel:`Lost Reason` field, and clicking " ":guilabel:`Create`." msgstr "" "这将打开 :guilabel:`丢失原因` 弹出窗口。从下拉菜单中选择一个现有的丢失原因。如果没有可用的原因，请在 :guilabel:`丢失原因` " "字段中输入新原因，然后点击 :guilabel:`创建`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" "Additional notes and comments can be added below the lost reason designated " "in the :guilabel:`Lost Reason` field." msgstr "可在 :guilabel:`丢失原因` 字段指定的丢失原因下方添加附加说明和注释。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 msgid "" "When all the desired information has been entered in the :guilabel:`Lost " "Reason` pop-up window, click :guilabel:`Submit`." msgstr "在弹出的 :guilabel:`丢失原因` 窗口中输入所有所需信息后，点击 :guilabel:`提交`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost reasons popup with sample reasons." msgstr "丢失原因弹窗，附带示例原因。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 msgid "" "Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " "returns to the lead detail form, where a new red :guilabel:`Lost` banner is " "now present in the upper-right corner of the lead." msgstr "" "点击 :guilabel:`提交` 后，弹出窗口消失，Odoo 返回到潜在客户详情表单，在潜在客户右上角出现了一个新的红色 :guilabel:`丢失`" " 横幅。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 msgid "Create/edit lost reasons" msgstr "创建/编辑丢失原因" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" "To create a new lost reason, or edit an existing one, navigate to " ":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "要创建新的丢失原因或编辑现有原因，请导航至 :menuselection:`CRM 应用 --> 配置 --> 丢失原因`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 msgid "" "To edit an existing reason, click on the reason that should be modified. " "When clicked, that reason becomes highlighted. Once highlighted, change the " "description of the selected lost reason by editing the " ":guilabel:`Description` field. When done, click :guilabel:`Save` in the " "upper-left corner." msgstr "" "要编辑现有理由，请单击要修改的理由。点击后，该原因会突出显示。突出显示后，通过编辑:guilabel:`描述`字段更改所选丢失原因的描述。完成后，单击左上角的:guilabel:`保存`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" "To create a new lost reason, click :guilabel:`Create` in the upper-left " "corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " "line in the :guilabel:`Description` field. Then, proceed to type in the new " "lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" "要创建新的丢失原因，请点击 :guilabel:`丢失原因` 页面左上角的 :guilabel:`创建`。这样会在 :guilabel:`描述` " "字段中显示新的空白行。然后，在新行中输入新的丢失原因。准备就绪后，点击:guilabel:`保存`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 msgid "Retrieve lost opportunities" msgstr "检索丢失的机会" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 msgid "" "To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " "app` to the main :guilabel:`Pipeline` dashboard. Then, click the " ":guilabel:`Filters` drop-down menu, located beneath the search bar." msgstr "" "要在 Odoo *客户关系* 应用程序中读取已丢失的商机，请开启:menuselection:`CRM " "应用程序`，并导航到:guilabel:`管道`主仪表板。然后，点击搜索栏下方的:guilabel:`筛选器`下拉菜单。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with lost filter emphasized." msgstr "搜索列，重点放在“已丢失”筛选器。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 msgid "" "From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " "option. Upon selecting :guilabel:`Lost`, only the leads that have been " "marked as `Lost` appear on the :guilabel:`Pipeline` page." msgstr "" "从 :guilabel:`筛选器` 下拉菜单中选择 :guilabel:`已丢失` 选项。选择 :guilabel:`已丢失` " "后，只有标记为`已丢失`的潜在客户才会出现在 :guilabel:`管道` 页面。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 msgid "" "To filter leads by a specific lost reason, select :menuselection:`Filters " "--> Add Custom Filter`. Doing so reveals another drop-down menu with three " "fields." msgstr "" "如要按特定丢失原因筛选潜在客户，请选择 :menuselection:`筛选器 --> 添加自定义筛选器`。系统会显示另一个下拉菜单，包含三个字段。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" "In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " "second field drop-down menu, select :guilabel:`Contains`. Then, in the third" " field of the :guilabel:`Add Custom Field` sub menu, type in the specific " "keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " ":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " "contains that specified keyword(s)." msgstr "" "在顶部字段下拉菜单中，选择 :guilabel:`丢失原因`。在第二个字段下拉菜单中，选择 :guilabel:`包含`。然后，在 " ":guilabel:`添加自定义字段` 子菜单的第三个字段中，键入特定关键字。最后，点击 :guilabel:`应用`。点击 " ":guilabel:`应用` 后，Odoo 会显示所有包含指定关键字的原因的已丢失潜在客户。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with custom filter added for lost reason." msgstr "搜索栏，包括为丢失原因新增的自定义筛选器。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 msgid "Restore lost opportunities" msgstr "恢复失去的机会" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 msgid "" "To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " "dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" " select the :guilabel:`Lost` option. Doing so reveals all the lost " "opportunities on the :guilabel:`Pipeline` page." msgstr "" "要恢复丢失的商机，请导航至 *CRM* 应用程序的主 :guilabel:`管道` 面板，打开 :guilabel:`筛选` 下拉菜单，并选择 " ":guilabel:`丢失` 选项。这样就会显示 :guilabel:`管道` 页面上所有丢失的机会。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 msgid "" "Then, click on the kanban card of the desired lost opportunity to restore, " "which opens that lead's detail form." msgstr "然后，点击要恢复的已丢失销售线索的看板卡，打开该潜在客户的详细信息表单。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 msgid "" "From the lost lead's detail form, click :guilabel:`Restore` in the upper-" "left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " "form, signifying the lead has been restored." msgstr "" "在已丢失潜在客户的详细信息表单中，点击左上角的 :guilabel:`恢复`。此操作将移除潜在客户表单中的红色 " ":guilabel:`已丢失`横幅，表明潜在客户已恢复。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "已丢失的商机，强调“恢复”按钮。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 msgid "Restore multiple opportunities at once" msgstr "一次恢复多个机会" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 msgid "" "To restore multiple opportunities at once, navigate to the main " ":guilabel:`Pipeline` dashboard in the *CRM* app, open the " ":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." msgstr "" "要一次恢复多个机会，请导航至 *CRM* 应用程序的主 :guilabel:`管道` 面板，打开 :guilabel:`筛选器` 下拉菜单，并选择 " ":guilabel:`丢失` 选项。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 msgid "" "Next, select the list view option, which is represented by the three-line " ":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" " leads from the :guilabel:`Pipeline` page in a list form. With the list form" " chosen, select the checkbox to the left of each desired opportunity/lead to" " be restored." msgstr "" "接着，选择列表视图选项，右上角的三行:guilabel:`☰（列表）`图标代表列表视图。这样，:guilabel:`管道`页面上的所有销售线索都会以列表形式显示。选择列表形式后，选择要恢复的每个商机/销售线索左侧的复选框。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 msgid "" "Once the desired opportunities/leads have been selected, click the " ":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " ":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " "menu, select :guilabel:`Unarchive`." msgstr "" "选择所需的商机/销售线索后，点击 :guilabel:`⚙️操作（齿轮）` 页面顶部的 :guilabel:`管道` 下拉菜单。从 " ":guilabel:`⚙️操作（齿轮）` 下拉菜单中，选择 :guilabel:`取消存档`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 msgid "" "Doing so removes those selected lost opportunities from the " ":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " "criteria. To reveal these newly-restored leads, delete the `Lost` filter " "from the search bar." msgstr "" "这样做会从:guilabel:`管道` 页面移除这些选定的丢失商机，因为它们不再符合 " "`丢失`筛选条件。要显示这些新恢复的销售线索，请删除搜索栏中的`丢失`筛选器。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "列表视图模式下的操作按钮，强调“取消存档”选项。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3 #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:41 msgid "Merge similar leads and opportunities" msgstr "合并类似客户和机会" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5 msgid "" "Odoo automatically detects similar *leads* and *opportunities* within the " "**CRM** app. These identified duplicate records can be merged, without " "losing any information in the process. Doing so keep the pipeline organized," " and prevents customers from being contacted by more than one salesperson." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15 msgid "Identify similar leads and opportunities" msgstr "识别类似的销售线索和机会" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17 msgid "" "Similar leads and opportunities are identified by comparing the email " "address and phone number of the associated contact. If a similar " "lead/opportunity is found, a *Similar Leads* smart button appears at the top" " of the lead (or opportunity) record." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1 msgid "An opportunity record with emphasis on the Similar Leads smart button." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26 msgid "Compare similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28 msgid "" "To compare the details of similar leads/opportunities, navigate to " ":menuselection:`CRM app --> Sales --> My Pipeline`, or :menuselection:`CRM " "app --> Leads`. Open a lead or opportunity, and click the :guilabel:`Similar" " Leads` smart button. Doing so opens an :guilabel:`Opportunities` page, in " "Kanban view, that only displays similar leads/opportunities. Click on a card" " to view the details for the lead/opportunity, and confirm if they should be" " merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35 msgid "" "*Leads* will not appear in the header menu unless the leads feature has been" " activated. This can be done by navigating to :guilabel:`CRM app --> " "Configuration --> Settings` and ticking the checkbox next to " ":guilabel:`Leads`, then clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:49 msgid "" "After confirming the leads/opportunities should be merged, return to the " ":guilabel:`Opportunities` page, in Kanban view, using the breadcrumb link, " "or by clicking the :guilabel:`Similar Leads` smart button on the opportunity" " form. Click the :icon:`oi-view-list` :guilabel:`(list)` icon to change to " "list view." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:54 msgid "" "Tick the checkbox on the left of the page for the leads/opportunities to be " "merged. Then, click the :icon:`fa-cog` :guilabel:`Action` icon at the top of" " the page, to reveal a drop-down menu. From that drop-down menu, select the " ":guilabel:`Merge` option to merge the selected opportunities or leads." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:59 msgid "" "When :guilabel:`Merge` is selected from the :icon:`fa-cog` " ":guilabel:`Action` drop-down menu, a :guilabel:`Merge` pop-up modal appears." " In that pop-up modal, under the :guilabel:`Assign opportunities to` " "section, optionally select a :guilabel:`Salesperson` and :guilabel:`Sales " "Team` from the appropriate drop-down menus." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:64 msgid "" "Below those fields, the leads/opportunities to merge are listed, along with " "their related information. To add more, click :guilabel:`Add a line`, tick " "the checkbox next to the desired leads/opportunities from the resulting " ":guilabel:`Add: Leads/Opportunities' pop-up modal, then click the " ":guilabel:`Select` button. The additional selections now appear in the list." " To merge those selected leads/opportunities, click :guilabel:`Merge`." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:70 msgid "" "The pop-up window disappears, and the detail card for the merged " "opportunity/lead appears." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1 msgid "" "List of similar leads and opportunities selected for merge in the CRM app." msgstr "选择在 CRM 应用程序中合并的类似潜在客户和商机的列表。" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:77 msgid "" "Merging is an irreversible action. Do **not** merge leads/opportunities " "unless absolutely certain they should be combined." msgstr "合并是一项不可逆转的操作。除非绝对确定应该合并，否则 **不要** 合并潜在客户/商机。" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:81 msgid "When leads/opportunities should not be merged" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83 msgid "" "There may be instances where a similar lead or opportunity is identified, " "but should *not* be merged. These circumstances vary, based on the processes" " of the sales team and organization. Some potential scenarios are listed " "below." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:88 msgid "Lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90 msgid "" "If a lead/opportunity has been marked as :doc:`lost `, " "it can still be merged with an active lead or opportunity. The resulting " "lead/opportunity is marked active, and added to the pipeline." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:95 msgid "Different contact within an organization" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:97 msgid "" "Leads/opportunities from the same organization, but with different points of" " contact, may not have the same needs. In this case, it is beneficial to " "*not* merge these records, though assigning the same salesperson, or sales " "team, can prevent duplicated work and miscommunication." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:102 msgid "Duplicates with more than one salesperson" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:104 msgid "" "If more than one lead/opportunity exists in the database, there may be " "multiple salespeople assigned to them, who are actively working on them " "independently. While these leads/opportunities may need to be managed " "separately, it is recommended that any affected salespeople be tagged in an " "internal note for visibility." msgstr "" "如果数据库中存在一个以上的潜在客户/商机，则可能有多个销售人员被分配到这些潜在客户/商机中，而这些销售人员正在独立积极地处理这些潜在客户/商机。虽然这些潜在客户/商机可能需要单独管理，但建议在内部备注中标记任何受影响的销售人员，以便查看。" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:110 msgid "Contact information is similar, but not identical" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:112 msgid "" "Similar leads and opportunities are identified by comparing the email " "addresses and phone numbers of the associated contacts. However, if the " "email address is similar, but not identical, they may need to remain " "independent." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:117 msgid "" "Three different leads were added to the pipeline, and assigned to different " "salespeople. They were identified as *Similar Leads*, due to the email " "addresses of the contacts." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:120 msgid "" "Two of the leads appear to come from the same individual, `Robin`, and have " "identical email addresses. These leads should be merged." msgstr "其中两条销售线索似乎来自同一个人 “Robin”，而且电子邮件地址完全相同。这些销售线索应该合并。" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:123 msgid "" "The third lead has the same email domain, but the address is different, as " "is the contact name. While this lead is most likely from the same " "organization, it is from a different contact, and should **not** be merged." msgstr "第三条销售线索的电子邮件域名相同，但地址不同，联系人姓名也不同。虽然这条销售线索很可能来自同一组织，但属于不同的联系人，**不应**合并。" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0 msgid "" "List of similar leads with emphasis on the contact information in the CRM " "app." msgstr "类似销售线索列表，重点是 CRM 应用程序中的联系人信息。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3 msgid "Multiple sales teams" msgstr "多个销售团队" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:5 msgid "" "Use the *Sales Teams* feature to manage several sales teams, departments, or" " channels, each with their own unique sales processes." msgstr "使用*销售团队*功能管理多个销售团队、部门或渠道，每个团队、部门或渠道都有自己独特的销售流程。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10 msgid "Create a new sales team" msgstr "创建新的销售团队" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:12 msgid "" "To create a new sales team, go to :menuselection:`CRM --> Configuration --> " "Sales Teams`, then click :guilabel:`Create`." msgstr "" "要创建新的销售团队，请转到 :menuselection:`CRM --> 配置 --> 销售团队`，然后单击 :guilabel:`创建`。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:15 msgid "" "On the creation page, set an :guilabel:`Email Alias` to automatically " "generate a lead/opportunity for this sales team every time a message is sent" " to that unique email address. Choose whether to accept emails from " ":guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or " ":guilabel:`Followers Only`." msgstr "" "在创建页面，设置 :guilabel:`电邮别名`，以便每次向该唯一电子邮件地址发送信息时，自动为该销售团队生成潜在客户/机会。选择是否接受来自 " ":guilabel:`所有人`, :guilabel:`已认证合作伙伴`, 或 :guilabel:`仅限关注者` 的电子邮件。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:20 msgid "" "Set an :guilabel:`Invoicing Target` if this team has specific monthly " "revenue goals. Set a :guilabel:`Domain` to assign leads/opportunities to " "this sales team based on specific filters, such as country, language, or " "campaign." msgstr "" "如果该团队有特定的月收入目标，则设置 :guilabel:`开票目标`。设置 " ":guilabel:`域名`，以根据特定筛选条件（如国家、语言或活动）将潜在客户/机会分配给该销售团队。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Create a sales team in Odoo CRM." msgstr "在 Odoo CRM 中创建销售团队。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29 msgid "Add members to a sales team" msgstr "为销售团队增加成员" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:31 msgid "" "To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab" " when editing the sales team's configuration page. Select a salesperson from" " the drop-down menu or create new salesperson. Set a maximum number of leads" " that can be assigned to this salesperson in a 30-day period to ensure that " "they do not overwork." msgstr "" "添加团队成员，请在编辑销售团队配置页面时点击 :guilabel:`Members` 标签下的 " ":guilabel:`Add`。从下拉菜单中选择销售人员或创建新销售人员。设置 30 " "天内可分配给该销售人员的最大潜在客户数量，以确保销售人员不会过度劳累。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Add a salesperson in Odoo CRM." msgstr "在 Odoo CRM 中添加销售人员。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:40 msgid "" "One person can be added as a team member or :guilabel:`Team Leader` to " "multiple sales teams, allowing them to access all of the pipelines that they" " need to." msgstr "个人可以作为团队成员或 :guilabel:`团队领导` 添加到多个销售团队，允许其访问所需的所有管道。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44 msgid "Sales team dashboard" msgstr "销售团队仪表板" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:46 msgid "" "To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> " "Teams`. Odoo users will see any teams that they are a part of as dashboard " "tiles." msgstr "查看销售团队仪表板，请跳转至：菜单选择：`CRM-->销售-->团队`。Odoo 用户所属的团队会显示在仪表板的分区中。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:49 msgid "" "Each tile gives an overview of the sales team's open opportunities, " "quotations, sales orders, and expected revenue, as well as a bar graph of " "new opportunities per week and an invoicing progress bar." msgstr "各分区概述销售团队的开放销售机会、报价、销售订单、预期收入、每周新销售机会的条形图和开票进度条。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Sales team overview dashboard in Odoo CRM." msgstr "Odoo CRM 中的销售团队概览仪表板。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:57 msgid "" "Click on the three dots in the corner of a tile to open a navigational menu " "that lets users quickly view documents or reports, create new quotations or " "opportunities, pick a color for this team, or access the team's " "configuration page." msgstr "点击分区角落的三个点，打开导航菜单，用户可以快速查看文件或报告，创建报价或销售机会，为销售团队选择颜色、进入配置页面。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "" "Click the Three Dot Menu in Odoo CRM dashboard to view documents and create " "opportunities." msgstr "单击Odoo CRM仪表板中的三点菜单，查看文件，创建销售机会。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:65 msgid "" "Click on the :guilabel:`Pipeline` button to go directly to that team's CRM " "pipeline." msgstr "单击：guilabel：`通道'按钮，直接跳转至销售团队的CRM通道。" #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "分配和跟踪销售线索" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "使用预测潜在客户评分，分配潜在客户。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5 msgid "" "The Odoo **CRM** app can automatically assign leads/opportunities to sales " "teams and salespeople. A standard practice is to assign leads based on the " "probability of winning each lead. Companies can prioritize the leads that " "are more likely to result in successful deals by quickly assigning them to " "the appropriate salespeople." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10 msgid "" "Odoo automatically calculates the probability of winning each lead using a " "method called *predictive lead scoring*." msgstr "Odoo 采用一种称为 *预测销售线索评分* 的方法，自动计算赢得销售线索的概率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "预测销售线索评分" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16 msgid "" "Predictive lead scoring is a machine-learning model that uses historical " "data from Odoo **CRM** to score open leads/opportunities." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19 msgid "" "As a company processes opportunities through the CRM pipeline, Odoo collects" " data on which opportunities are won and lost. Predictive lead scoring uses " "this data to predict the probability of winning each new lead or " "opportunity." msgstr "" "当公司通过 CRM 管道处理商机时，Odoo 会收集有关赢得和丢失商机的数据。预测销售线索评分利用这些数据来预测赢得每个新销售线索或商机的概率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23 msgid "" "The more opportunities that are sent through the CRM pipeline, the more data" " Odoo collects, resulting in more accurate probabilities." msgstr "通过 CRM 管道发送的商机越多，Odoo 收集的数据就越多，从而准确率更高。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "具体来说，Odoo 的预测销售线索评分使用的是 *naive Bayes* 概率模型：" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28 msgid "" "\\begin{equation}\n" "P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n" "\\end{equation}\n" "\n" msgstr "" "\\begin{equation}\n" "P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n" "\\end{equation}\n" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 msgid "Breaking down the equation:" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 msgid ":math:`P(A|B)` = probability of a successful lead in this *case*" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 msgid "" ":math:`P(A)` = overall probability of a lead being successful, regardless of" " the conditions" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 msgid "" ":math:`P(B|A)` = probability of this being the *case*, given a lead is " "successful" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 msgid ":math:`P(B)` = probability of this being the *case*" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 msgid "" "The term *case* refers to the variables that can affect a lead being " "successful in Odoo. This can include variables, such as the assigned " "salesperson, the source of the lead, the language of the lead, and other " "historical and demographic data." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 msgid "" "The variables considered in this calculation can be :ref:`configured " "` to tailor the calculation to each business's " "needs." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success for each opportunity is displayed on the " "opportunity form, and updates automatically, as the opportunity progresses " "through the CRM pipeline." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The probability of success displayed on the opportunity form." msgstr "商机表格上显示的成功概率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases, according to the predictive lead scoring algorithm." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo **CRM**. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM app --> Configuration --> Settings`. Under " ":guilabel:`Predictive Lead Scoring`, click the :guilabel:`Update " "Probabilities` button." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." msgstr "然后，点击下拉菜单，选择预测性潜在客户评分功能将考虑哪些变量。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "预测销售线索评分设置中的更新概率窗口。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "可以激活以下任意数量的变量：" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`州/省`：商机来源的州/省" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`国家/地区`：商机来源的国家/地区" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr ":guilabel:`电话质量`：是否列出了该商机的电话号码" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr ":guilabel:`电子邮件质量`：是否列出了该商机的电子邮件地址" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr ":guilabel:`来源`：商机的来源（例如搜索引擎、社交媒体）" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`语言`：商机指定的交流语言" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`标签`：商机上的标签" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " "team that is assigned to an opportunity. Predictive lead scoring *always* " "takes into account these two variables, regardless of which optional " "variables are selected." msgstr "" "变量“阶段”和“团队”始终有效。阶段是指商机所处的 CRM " "管道阶段。团队是指分配给商机的销售团队。无论选择了哪个可选变量，预测销售线索评分*总是*考虑这两个变量。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "接下来，点击选项旁边的日期字段 :guilabel:`从指定日期开始考虑已创建的销售线索:`，选择预测销售线索评分开始计算的日期。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "最后，点击 :guilabel:`确认` 保存更改。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "手动更改概率" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "可在商机表单中手动更改商机的成功概率。点击概率数字进行编辑。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability no longer updates automatically, as " "the opportunity moves through each stage of the pipeline." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the :icon:`fa-cog` " ":guilabel:`(gear) icon next to the :guilabel:`Probability` percentage." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The gear icon used to reactivate automatic probability on an opportunity " "form." msgstr "齿轮图标用于重新激活机会表单上的自动概率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:116 msgid "Assign leads based on probability" msgstr "根据概率分配销售线索" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:118 msgid "" "Odoo **CRM** can assign leads/opportunities to sales teams and salespeople, " "based on specified rules. Create assignment rules, based on the leads' " "probability of success, to prioritize those that are more likely to result " "in deals." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 msgid "Configure rule-based assignment" msgstr "配置基于规则的任务分配" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:125 msgid "" "To activate *Rule-Based Assignment*, navigate to :menuselection:`CRM app -->" " Configuration --> Settings`, and tick the :guilabel:`Rule-Based Assignment`" " checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 msgid "" "The :guilabel:`Rule-Based Assignment`` feature can be set to run " ":guilabel:`Manually`, meaning an Odoo user **must** manually trigger the " "assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically " "trigger the assignment according to the chosen time period." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:132 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" " automatic assignment in the :guilabel:`Repeat every` section." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:140 msgid "" "If :guilabel:`Rule-Based Assignment` is set to run :guilabel:`Repeatedly`, " "the assignment can still be triggered manually using the circular arrow icon" " in the :guilabel:`Rule-Based Assignment` settings (or using the " ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:145 msgid "Configure assignment rules" msgstr "配置分配规则" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:147 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." " To get started, navigate to :menuselection:`CRM app --> Configuration --> " "Sales Teams`, and select a sales team." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:151 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click :guilabel:`Edit Domain` to configure the rules that Odoo uses to " "determine lead assignment for this sales team. The rules can include " "anything that may be relevant for this company or team, and any number of " "rules can be added." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:156 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" "单击 :guilabel:`添加筛选器` 开始创建分配规则。点击赋值规则右侧的 :guilabel:`+` 符号，添加另一行。点击 " ":guilabel:`x` 符号删除该行。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "要根据商机的成功概率创建分配规则，请单击分配规则行最左侧的下拉菜单，然后选择 :guilabel:`概率`。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:163 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "从中间的下拉菜单中，选择所需的等式符号--很可能是*大于*、*小于*、*大于等于*或*小于等于*的符号。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:166 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" " line that reads: `Probability >= 20`." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0 msgid "" "Sales team domain set to probability greater than or equal to twenty " "percent." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:177 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " "the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click" " :guilabel:`Save` to save changes." msgstr "" "也可以为单个团队成员配置单独的分配规则。在销售团队配置页面，点击:guilabel:`成员` 选项卡中的团队成员，然后编辑 :guilabel:`域名`" " 部分。点击:guilabel:`保存`，以保存更改。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:181 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " "assignment`. Check this box to omit a particular sales team or salesperson " "from being assigned leads automatically by Odoo's Rule-Based Assignment " "feature. If :guilabel:`Skip auto assignment` is activated, the sales team or" " salesperson can still be assigned leads manually." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:187 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " "assign any leads that are currently unassigned and match this team's " "specified domain." msgstr "" "要将潜在客户手动分配给该销售团队，请单击销售团队配置页面顶部的 :guilabel:`分配潜在客户` " "按钮。这将分配任何当前未分配且符合该团队指定域的潜在客户。" #: ../../content/applications/sales/members.rst:3 msgid "Members" msgstr "成员" #: ../../content/applications/sales/members.rst:5 msgid "" "The **Members** application is where all operations related to memberships " "can be configured and managed. The **Members** app integrates with the " "**Sales** and **Accounting** applications to sell and invoice memberships " "directly to customers." msgstr "" #: ../../content/applications/sales/members.rst:10 msgid "Membership products" msgstr "会员产品" #: ../../content/applications/sales/members.rst:12 msgid "" "To create a new membership product, navigate to :menuselection:`Members app " "--> Configuration --> Membership Products`, and click :guilabel:`New` to " "open a blank product form." msgstr "" #: ../../content/applications/sales/members.rst:15 msgid "" "On the new product form, enter a name for the product in the field under " ":guilabel:`Product Name`. Use the two blank fields to the right of " ":guilabel:`Membership Duration` to set a date from which the membership " "becomes active. Finally, use the :guilabel:`Membership Fee` field to set the" " price at which the product is sold to customers." msgstr "" #: ../../content/applications/sales/members.rst:20 msgid "The following optional fields can also be configured for each product:" msgstr "" #: ../../content/applications/sales/members.rst:22 msgid "" ":guilabel:`Internal Reference`: Set an internal reference number for the " "product." msgstr "" #: ../../content/applications/sales/members.rst:23 msgid ":guilabel:`Product Category`: Set a category for the product." msgstr "" #: ../../content/applications/sales/members.rst:24 msgid "" ":guilabel:`Company`: Set the company inventory for the product to appear in." msgstr "" #: ../../content/applications/sales/members.rst:25 msgid ":guilabel:`Active`: Hide a product without removing it from inventory." msgstr "" #: ../../content/applications/sales/members.rst:26 msgid "" ":guilabel:`Visible on current website`: Make the product visible to " "customers on the current website." msgstr "" #: ../../content/applications/sales/members.rst:28 msgid ":guilabel:`Description`: Set an internal product description." msgstr "" #: ../../content/applications/sales/members.rst:29 msgid "" ":guilabel:`Sales Description`: Set a product description that is visible on " "quotations." msgstr "" #: ../../content/applications/sales/members.rst:30 msgid "" ":guilabel:`Income Account`: Use a different value than the default from the " "product category." msgstr "" #: ../../content/applications/sales/members.rst:31 msgid ":guilabel:`Taxes`: Set the default tax used when selling this product." msgstr "" #: ../../content/applications/sales/members.rst:34 msgid "" "Membership products require a start and end date, as they are used to " "determine :ref:`membership status `. Membership " "products can be sold *before* their active start date." msgstr "" #: ../../content/applications/sales/members.rst-1 msgid "A new membership product in the members app." msgstr "" #: ../../content/applications/sales/members.rst:42 msgid "" "Membership products can be added to a sales order, and invoiced as regular " "products or subscriptions." msgstr "" #: ../../content/applications/sales/members.rst:46 msgid "Activate a membership" msgstr "" #: ../../content/applications/sales/members.rst:48 msgid "" "To activate a membership from the **Contacts** application, navigate to the " ":menuselection:`Contacts app`, and click on a contact to open that specific " "contact form." msgstr "" #: ../../content/applications/sales/members.rst:51 msgid "" "From the contact form, open the :guilabel:`Membership` tab, and click " ":guilabel:`Buy Membership`." msgstr "" #: ../../content/applications/sales/members.rst:55 msgid "" "To successfully buy a membership, both the :guilabel:`Account Receivable` " "and :guilabel:`Account Payable` lines **must** be configured for that " "contact. These can be found in the contact form's :guilabel:`Accounting` " "tab, under the :guilabel:`Accounting entries` section." msgstr "" #: ../../content/applications/sales/members.rst:59 msgid "" "On the :guilabel:`Join Membership` pop-up window that appears, select a " ":guilabel:`Membership` from the drop-down menu. Then, configure a " ":guilabel:`Member Price`." msgstr "" #: ../../content/applications/sales/members.rst:62 msgid "" "Click :guilabel:`Invoice Membership` when both fields are filled in. Doing " "so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be " "confirmed and completed." msgstr "" #: ../../content/applications/sales/members.rst:65 msgid "" "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " "checkbox, in the :guilabel:`Membership` tab of a contact form." msgstr "或者，要提供免费会员资格，请在联系表单的 :guilabel:`会员资格` 选项卡中勾选 :guilabel:`免费会员` 复选框。" #: ../../content/applications/sales/members.rst:71 msgid "Membership status" msgstr "" #: ../../content/applications/sales/members.rst:73 msgid "" "The :guilabel:`Current Membership Status` is listed on the " ":guilabel:`Membership` tab of each contact record:" msgstr "" #: ../../content/applications/sales/members.rst:76 msgid "" ":guilabel:`Non Member`: a partner who has **not** applied for membership." msgstr "" #: ../../content/applications/sales/members.rst:77 msgid "" ":guilabel:`Cancelled Member`: a member who has cancelled their membership." msgstr "" #: ../../content/applications/sales/members.rst:78 msgid ":guilabel:`Old Member`: a member whose membership end date has passed." msgstr "" #: ../../content/applications/sales/members.rst:79 msgid "" ":guilabel:`Waiting Member`: a member who has applied for membership, but " "whose invoice has not yet been created." msgstr "" #: ../../content/applications/sales/members.rst:81 msgid "" ":guilabel:`Invoiced Member`: a member whose invoice has been created, but " "has not been paid." msgstr "" #: ../../content/applications/sales/members.rst:82 msgid ":guilabel:`Paid Member`: a member who has paid the membership fee." msgstr "" #: ../../content/applications/sales/members.rst:85 msgid "Publish members directory" msgstr "发布会员名录" #: ../../content/applications/sales/members.rst:87 msgid "" "To publish a list of active members on the website, the **Online Members " "Directory** module must first be :ref:`installed `. After " "installing the module, add the `/members` page to the website's menu by " ":doc:`editing the website menu <../websites/website/pages/menus>`." msgstr "" #: ../../content/applications/sales/members.rst-1 msgid "The Online Members directory module in Odoo." msgstr "" #: ../../content/applications/sales/members.rst:96 msgid "Publish individual members" msgstr "发布会员成员" #: ../../content/applications/sales/members.rst:98 msgid "" "Navigate to :menuselection:`CRM app --> Sales --> Customers`, and click the " "Kanban card for a member. From the customer form that appears, click the " ":guilabel:`Go to Website` smart button at the top of the page to open the " "member's webpage." msgstr "" #: ../../content/applications/sales/members.rst:102 msgid "" "Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of " "editing tools. After making any necessary changes to the page, click " ":guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` " "toggle to the active, :guilabel:`Published` position." msgstr "" "点击 :icon:`fa-pencil` :guilabel:`编辑` 按钮，显示编辑工具侧边栏。对页面进行必要修改后，点击 " ":guilabel:`保存`。在页面顶部，将 :guilabel:`未发布` 切换按钮滑动到活动的 :guilabel:`已发布` 位置。" #: ../../content/applications/sales/members.rst:106 msgid "Repeat these steps for all desired members." msgstr "对所有需要的成员重复这些步骤。" #: ../../content/applications/sales/point_of_sale.rst:6 msgid "Point of Sale" msgstr "销售点" #: ../../content/applications/sales/point_of_sale.rst:8 msgid "" "With **Odoo Point of Sale**, run your shops and restaurants easily. The app " "works on any device with a web browser, even if you are temporarily offline." " Product moves are automatically registered in your stock, you get real-time" " statistics, and your data is consolidated across all shops." msgstr "" "使用**Odoo " "POS**，轻松经营您的商店和餐馆。该应用程序可在任何装有网络浏览器的设备上运行，即使您暂时处于离线状态。产品移动会自动登记到您的库存中，您可以获得实时统计数据，所有店铺的数据都会整合在一起。" #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "`Odoo 教程：销售点教程`_" #: ../../content/applications/sales/point_of_sale.rst:14 msgid ":doc:`IoT Boxes Documentations `" msgstr ":doc:`物联网盒子说明文档`" #: ../../content/applications/sales/point_of_sale.rst:19 msgid "Start a session" msgstr "开始会话" #: ../../content/applications/sales/point_of_sale.rst:21 msgid "" "From the **POS dashboard**, click :guilabel:`New Session`, and at the " ":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " "start a POS session, or click :guilabel:`Continue Selling` if the session is" " already opened." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:26 msgid "" ":doc:`Multiple users ` can be logged into the " "same session at the same time. However, the session can only be opened once " "on the same browser." msgstr "" ":doc:`多个用户 ` 可以同时登录到同一个会话。但是，会话只能在同一浏览器上打开一次。" #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "销售产品" #: ../../content/applications/sales/point_of_sale.rst:34 msgid "" "Click on products to add them to the cart. To change the **quantity**, click" " :guilabel:`Qty` and enter the number of products using the keypad. To add a" " **discount** or modify the product **price**, click respectively " ":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." msgstr "" "点击产品将其添加到购物车。要更改**数量**，请点击:guilabel:`数量`，然后使用键盘输入产品数量。要添加**折扣**或修改产品**价格**，请分别点击" " :guilabel:`折扣` 或 :guilabel:`价格`，并输入金额。" #: ../../content/applications/sales/point_of_sale.rst:38 msgid "" "Once an order is completed, proceed to checkout by clicking " ":guilabel:`Payment`. Select the **payment method**, enter the received " "amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " "on to the next customer." msgstr "" "订单完成后，点击 :guilabel:`付款` 结账。选择**付款方式**，输入收到的金额，然后点击 :guilabel:`验证`。点击 " ":guilabel:`新订单`，进入下一个客户。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "POS 会话界面。" #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "您可以同时使用`,`和`.`在键盘上显示为十进制分隔符。" #: ../../content/applications/sales/point_of_sale.rst:47 msgid "" "**Cash** is selected by default if you enter the amount without choosing a " "payment method." msgstr "如果输入金额时未选择付款方式，则默认选择**现金**。" #: ../../content/applications/sales/point_of_sale.rst:50 msgid "" "The system can only load a limited number of products for effective opening." " Click :guilabel:`Search more` if the desired product is not loaded " "automatically." msgstr "系统只能加载有限数量的产品以便有效打开。如果所需产品未自动加载，请单击 :guilabel:`搜索更多`。" #: ../../content/applications/sales/point_of_sale.rst:56 msgid "Set customers" msgstr "设置客户" #: ../../content/applications/sales/point_of_sale.rst:58 msgid "" "Registering your customer is necessary to :doc:`collect their loyalty points" " and grant them rewards `, automatically " "apply the :doc:`attributed pricelist `, or" " :ref:`generate and print an invoice `." msgstr "" "要 :doc:`收集客户的忠诚度积分并给予奖励 `，自动应用 :doc:`指定价格表 " "`，或 :ref:` 生成并打印发票 `，都需要注册客户。" #: ../../content/applications/sales/point_of_sale.rst:63 msgid "" "You can create customers from an :ref:`open POS session `" " by clicking :menuselection:`Customer --> Create`, and filling in the " "contact information. You can also create customers from the backend by going" " to :menuselection:`Point of Sale --> Orders --> Customers` and clicking " ":guilabel:`New`. Then, fill in the information and save." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:68 msgid "" "To set a customer during an order, access the list of customers by clicking " ":guilabel:`Customer` on the POS interface. You can also set a customer at " "the payment screen by clicking :guilabel:`Customer`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:75 msgid "Customer notes" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:77 msgid "" "You can add **customer notes** about specific products directly from an open" " :ref:`POS session `. For instance, to provide cleaning " "and maintenance tips. They can also be used to track a customer's particular" " request, such as not wanting the product to be assembled for them." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:81 msgid "" "To do so, select a product and click :guilabel:`Customer Note` on the pad. " "Doing so opens a pop-up window in which you can add or modify content for " "the note." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:85 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:91 msgid "" "Customer notes appear on customers' receipts and invoices similarly to how " "they appear in the cart, under the related product." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:100 msgid "Return and refund products" msgstr "退货和退款" #: ../../content/applications/sales/point_of_sale.rst:102 msgid "To return and refund a product," msgstr "" #: ../../content/applications/sales/point_of_sale.rst:104 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:105 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:106 msgid "select the product and the quantity to refund using the keypad;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:107 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:108 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:109 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:115 msgid "" "You can filter the **orders list** by :guilabel:`Receipt Number`, " ":guilabel:`Date` or :guilabel:`Customer` using the search bar." msgstr "您可以使用搜索栏，按 :guilabel:`收据编号`、:guilabel:`日期`或 :guilabel:`客户`筛选**订单列表**。" #: ../../content/applications/sales/point_of_sale.rst:117 msgid "" "You can also refund a product by selecting the returned product from an open" " session, and setting a negative quantity that equals the number of returned" " products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " "the quantity of returned products." msgstr "" "您也可以通过已开启的会话中选择退回的产品，并设置与退回产品数量相等的负数数量，以对产品进行退款。要执行此操作，请点击 :guilabel:`数量` 和 " ":guilabel:`+/-`，然后点击退回产品数量。" #: ../../content/applications/sales/point_of_sale.rst:121 msgid "" "Once the return payment is validated, Odoo generates the required credit " "note, referencing the original receipt or invoice and partially or fully " "canceling the document." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:127 msgid "Manage the cash register" msgstr "管理收银机" #: ../../content/applications/sales/point_of_sale.rst:129 msgid "" "To add or take out cash to/from the register, click :guilabel:`Cash In/Out` " "on the upper left side of the screen." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:132 msgid "" "Doing so opens a pop-up window on which you can select :guilabel:`Cash In` " "or :guilabel:`Cash Out`, enter the amount and the reason, and click " ":guilabel:`Confirm`." msgstr "" "您可以在弹出的窗口中选择 :guilabel:`存入现金` 或 :guilabel:`取出现金`，输入金额和原因，然后点击 " ":guilabel:`确认`。" #: ../../content/applications/sales/point_of_sale.rst:138 msgid "Close the POS session" msgstr "关闭 PoS 会话" #: ../../content/applications/sales/point_of_sale.rst:140 msgid "" "To close your session, click :guilabel:`Close` in the upper right corner of " "your screen; doing so opens the :guilabel:`Closing Control` pop-up screen. " "From this screen, you can retrieve various information:" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:144 msgid "" "the number of orders made and the total amount made during the session;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:145 msgid "the expected amounts grouped by payment method." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:147 msgid "" "Before closing this window, count your cash using the calculator icon. Doing" " so opens a pop-up window that computes the total amount in the cash drawer " "depending on the coins and bills counted and added manually. Then, click " ":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" " amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " "Details` are specified in the **Notes** section." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "如何结束销售点会话。" #: ../../content/applications/sales/point_of_sale.rst:156 msgid "" "Once you are done controlling the amounts, click :guilabel:`Close Session` " "to close and go back to the **POS dashboard**." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:160 msgid "" "You can let the session open by clicking :guilabel:`Backend` or abort and " "keep selling by clicking :guilabel:`Discard`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:162 msgid "" "Depending on your setup, you might only be allowed to close a session if the" " expected cash revenue equals the counted cash. To close it anyway, click " ":guilabel:`Ok` on the :guilabel:`Payments Difference` screen." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:167 msgid "" "It is strongly advised to close your POS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:168 msgid "" "To look at all your previous sessions, go to :menuselection:`Point of Sale " "--> Orders --> Sessions`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:11 msgid "Access the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:13 msgid "" "To access the general POS settings, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`. Then, open the dropdown menu in the " ":guilabel:`Point of Sale` field and select the POS to configure." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:21 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Administration` set as " ":guilabel:`Settings`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:24 msgid "" "You can also configure some settings from the dashboard by clicking the " "vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a " "popup window, from which you can:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:27 msgid ":doc:`Enable multiple employees to log in. `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:28 msgid ":doc:`Connect and set up an IoT box. <../../general/iot/config/pos>`" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:29 msgid ":doc:`Connect and set up an ePOS printer. `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:35 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Point of Sale` set as " ":guilabel:`Administrator`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:39 msgid "Make products available" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:41 msgid "" "To make products available for sale, go to :menuselection:`Point of Sale -->" " Products --> Products`, and select a product to open the product form. In " "the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Making a product available in your POS." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:49 msgid "PoS product categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:54 msgid "" "POS product categories allow users to categorize products and get a more " "structured and clean POS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:57 msgid "" "To manage PoS categories, go to :menuselection:`Point of Sale --> " "Configuration --> PoS Product Categories`. To add a new category, click " ":guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:61 msgid "" "To associate a category with a parent category, fill in the " ":guilabel:`Parent Category` field. A parent category groups one or more " "child categories." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:0 msgid "The PoS product categories grouped by parent categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:69 msgid "Assign PoS product categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:71 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Products` and open a " "product form. Then, go to the :guilabel:`Sales` tab and fill in the " ":guilabel:`Category` field under the :guilabel:`Point of Sale` section." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Sales tab of a product form to add a PoS product category" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:79 msgid "Adapt the POS interface" msgstr "调整 POS 界面" #: ../../content/applications/sales/point_of_sale/configuration.rst:82 msgid "Start category" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:84 msgid "" "You can select one product category to display when :ref:`opening a POS " "session `. To configure it, go to your :ref:`POS settings" " ` and select a PoS category from the dropdown menu " "of the :guilabel:`Start Category` field within the :guilabel:`PoS Interface`" " section." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Setting to set up the start category feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:93 msgid "Restrict categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:95 msgid "" "You can also limit the categories displayed on your POS interface. To " "achieve this, go to your :ref:`POS settings ` and " "choose the specific categories to display in the :guilabel:`Restrict " "Categories` field within the :guilabel:`PoS Interface` section." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Setting to set up the restrict category feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3 msgid "ePOS printers" msgstr "ePOS 打印机" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5 msgid "" "ePOS printers are designed to work seamlessly with Point of Sale systems. " "Once connected, these devices automatically share information, allowing for " "direct printing of tickets from the POS system to the ePOS printer." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:12 msgid "To use an ePos printer in Point of Sale:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14 msgid ":ref:`Access the POS settings `." msgstr ":ref:`访问 POS 设置 `。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:15 msgid "Activate the :guilabel:`ePos Printer` feature." msgstr "激活 :guilabel:`ePos 打印机` 功能。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16 msgid "Fill in the field with your ePos IP address." msgstr "填写您的 ePos IP 地址。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst-1 msgid "setting to enable the ePos printer feature" msgstr "设置以启用 ePos 打印机功能" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22 msgid "" "When the printer connects to a network, it automatically prints a ticket " "with its IP address." msgstr "当打印机连接到网络时，它会自动打印带有其 IP 地址的工单。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25 msgid "Directly supported ePOS printers" msgstr "直接支持的 ePOS 打印机" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27 msgid "" "The following ePOS printers are directly compatible with Odoo without " "needing an :doc:`IoT Box `." msgstr "" "以下 ePOS 打印机与 Odoo 直接兼容，无需 " ":doc:`物联网盒子`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30 msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)" msgstr "Epson TM-m30 i/ii/iii（仅限 Wi-Fi/以太网型号；推荐）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31 msgid "Epson TM-H6000IV-DT (Receipt printer only)" msgstr "Epson TM-H6000IV-DT（仅限收据打印机）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32 msgid "Epson TM-T70II-DT" msgstr "Epson TM-T70II-DT" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33 msgid "Epson TM-T88V-DT" msgstr "Epson TM-T88V-DT" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34 msgid "Epson TM-L90-i" msgstr "Epson TM-L90-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 msgid "Epson TM-T70-i" msgstr "Epson TM-T70-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "Epson TM-T82II-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "Epson TM-T83II-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "Epson TM-U220-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "Epson TM-m10" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "Epson TM-P20（Wi-Fi® 型号）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "Epson TM-P60II（收据：Wi-Fi®型号）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "Epson TM-P60II（标签打印：Wi-Fi® 型号）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "Epson TM-P80（Wi-Fi® 型号）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "整合物联网盒子的 ePOS 打印机" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT Box " "` to be compatible with Odoo:" msgstr "" "以下打印机需要一个 :doc:`物联网盒子` 才能与 Odoo " "兼容：" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "Epson TM-T20 系列（不兼容的 ePOS 软件）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "Epson TM-T88 系列（不兼容的 ePOS 软件）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "Epson TM-U220 系列（不兼容的 ePOS 软件）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:56 msgid "" "Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK " "Javascript protocol " "`_" " are compatible with Odoo **without** needing an :doc:`IoT Box " "`." msgstr "" "使用 Wi-Fi/以太网连接并遵循 `EPOS SDK Javascript 协议 " "`_" " 的爱普生打印机与 Odoo 兼容，**无需** " ":doc:`物联网盒子`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:60 msgid "" "Thermal printers using ESC/POS or StarPRNT protocol are compatible **with** " "an :doc:`IoT Box `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:62 msgid "" "Epson printers using only USB connections are compatible **with** an " ":doc:`IoT Box `." msgstr "" "仅使用 USB 连接的 Epson 打印机与 " ":doc:`物联网盒子` 兼容。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64 msgid "Epson printers that connect via Bluetooth are **not compatible**." msgstr "通过蓝牙连接的 Epson 打印机，与Odoo **不兼容**。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:67 msgid ":doc:`https`" msgstr ":doc:`https`" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:68 #: ../../content/applications/sales/point_of_sale/configuration/https.rst:22 msgid ":doc:`epos_ssc`" msgstr ":doc:`epos_ssc`" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5 msgid "Self-signed certificate for ePOS printers" msgstr "ePOS打印机的自签名证书" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7 msgid "" "To work with Odoo, some printer models that can be used without an :doc:`IoT" " box ` may require :doc:`the HTTPS" " protocol ` to establish a secure connection between the browser and " "the printer. However, trying to reach the printer's IP address using HTTPS " "leads to a warning page on most web browsers. In that case, you can " "temporarily :ref:`force the connection `, which " "allows you to reach the page in HTTPS and use the ePOS printer in Odoo as " "long as the browser window stays open." msgstr "" "要与 Odoo 一起使用，某些无需 :doc:`物联网盒子` " "即可使用的打印机型号可能需要 :doc:`HTTPS 协议` 才能在浏览器和打印机之间建立安全连接。但是，尝试使用 HTTPS " "访问打印机的 IP 地址时，大多数 Web 浏览器都会出现警告页面。在这种情况下，您可以临时 :ref:`强制连接 " "`，这样只要浏览器窗口保持打开，您就可以通过 HTTPS 访问页面，并在 Odoo 中使用 ePOS " "打印机。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15 msgid "" "The connection is lost after closing the browser window. Therefore, this " "method should only be used as a **workaround** or as a pre-requisite for the" " :ref:`following instructions `." msgstr "" "关闭浏览器窗口后，连接将丢失。因此，此方法只能作为 **暂时解决办法** 或作为 :ref:`下列指示 `" " 的前提条件。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "Generate, export, and import self-signed certificates" msgstr "生成、导出和导入自签名证书" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24 msgid "" "For a long-term solution, you must generate a **self-signed certificate**. " "Then, export and import it into your browser." msgstr "若要有长期解决方案，必须生成 **自签名证书**。然后，将其导出，并导入浏览器。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28 msgid "" "**Generating** an SSL certificate should only be done **once**. If you " "create another certificate, devices using the previous one will lose HTTPS " "access." msgstr "**产生** SSL 证书的操作，应该只执行 **一次** 。 如果建立另一个证书，使用旧有证书的装置将失去 HTTPS 访问权限。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:33 msgid "Windows 10 & Linux OS" msgstr "Windows 10 & Linux OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:37 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:166 msgid "Generate a self-signed certificate" msgstr "生成自签名证书" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:39 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168 msgid "" "Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force " "the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to " "[IP address] (unsafe)`." msgstr "" "导航到 ePOS 的 IP 地址（例如，`https://192.168.1.25`），点击 :guilabel:`高级` 和 " ":guilabel:`转到 [IP 地址]（不安全）` 强制连接。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "Google Chrome 有关连线隐私的警告页面" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:176 msgid "Warning page on Google Chrome, Windows 10" msgstr "Windows 10 上 Google Chrome 的警告页面" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178 msgid "" "Then, sign in using your printer credentials to access the ePOS printer " "settings. To sign in, enter `epson` in the :guilabel:`ID` field and your " "printer serial number in the :guilabel:`Password` field." msgstr "" "然后，使用您的打印机的证书登录，以访问 ePOS 打印机设置。 若要登录，请在 :guilabel:`ID` 字段输入 `epson`，并在 " ":guilabel:`密码` 字段输入您的打印机的序号。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182 msgid "" "Click :guilabel:`Certificate List` in the :guilabel:`Authentication` " "section, and click :guilabel:`create` to generate a new **Self-Signed " "Certificate**. The :guilabel:`Common Name` should be automatically filled " "out. If not, fill it in with the printer IP address number. Select the years" " the certificate will be valid in the :guilabel:`Validity Period` field, " "click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the " "printer." msgstr "" "在:guilabel:`身份验证`部分点击:guilabel:`证书列表`，然后点击:guilabel:`创建`，生成新的**自签名证书**。:guilabel:`通用名称`" " 应自动填写。如果没有，请填写打印机 IP 地址编号。在 :guilabel:`有效期间` 字段中选择证书的有效期，点击 " ":guilabel:`创建`，然后点击 :guilabel:`重设` 或手动重启打印机。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:189 msgid "" "The self-signed certificate is generated. Reload the page and click " ":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure " "**Selfsigned Certificate** is correctly selected in the :guilabel:`Server " "Certificate` section." msgstr "" "自签名证书已生成。重新加载页面并点击:guilabel:`安全性`部分中的 " "SSL/TLS，以确保在:guilabel:`服务器证书`部分中，选择了正确的 **自签名证书**。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193 msgid "Export a self-signed certificate" msgstr "导出自签名证书" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:66 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:195 msgid "" "The export process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser. Start by accessing your ePOS printer settings on your web " "browser by navigating to its IP address (e.g., `https://192.168.1.25`). " "Then, force the connection as explained in the **Generate a self-signed " "certificate tab**." msgstr "" "导出过程很大程度受 :abbr:`OS（操作系统）`和浏览器影响。首先，导航至其 IP 地址（例如 " "`https://192.168.1.25`），在网页浏览器上访问 ePOS 打印机设置。然后，按照 **生成自签名证书选项卡** " "中的说明，执行强制连接。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:71 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:131 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:200 msgid "If you are using **Google Chrome**," msgstr "如果您使用的是**Google Chrome**，" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:202 msgid "" "click :guilabel:`Not secure` next to the search bar, and " ":guilabel:`Certificate is not valid`;" msgstr "点击搜索栏旁边的 :guilabel:`不安全`，然后点击 :guilabel:`证书无效`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "Google Chrome 浏览器中的打印机连接不安全按钮。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:208 msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;" msgstr "转到 :guilabel:`详细资料` 选项卡，然后点击 :guilabel:`导出`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:80 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209 msgid "" "add `.crt` at the end of the file name to ensure it has the correct " "extension;" msgstr "在文件名末尾添加 `.crt`，以确保扩展名正确；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:81 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:210 msgid "" "select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom " "of the pop-up window;" msgstr "在弹出视窗的底部，选择 :guilabel:`Base64 编码 ASCII，单一证书`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:83 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:100 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:212 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:229 msgid "save, and the certificate is exported." msgstr "保存，并导出证书。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not see the file during the import process." msgstr "确保证书以`.crt`扩展名结尾。否则，某些浏览器可能无法在导入过程中看到该文件。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218 msgid "If you are using **Mozilla Firefox**," msgstr "如果您使用的是**Mozilla Firefox**，" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220 msgid "click the **lock-shaped** icon on the left of the address bar;" msgstr "点击地址栏左侧的 **锁形** 图标；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:221 msgid "" "go to :menuselection:`Connection not secure --> More information --> " "Security tab --> View certificate`;" msgstr "转到 :menuselection:`连接不安全 --> 更多信息 --> 安全选项卡 --> 查看证书`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "Mozilla Firefox 浏览器中的 “连接不安全” 按钮" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227 msgid "scroll down to the :guilabel:`Miscellaneous` section;" msgstr "向下滚动到 :guilabel:`杂项` 部分；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:228 msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;" msgstr "点击 :guilabel:`下载` 部分中的 :guilabel:`PEM（证书）`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102 msgid "Import a self-signed certificate" msgstr "导入自签名证书" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104 msgid "" "The import process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser." msgstr "导入过程在很大程度上取决于 :abbr:`OS （操作系统）` 和浏览器。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:109 msgid "Windows 10" msgstr "Windows 10" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111 msgid "" "Windows 10 manages certificates, which means that self-signed certificates " "must be imported from the certification file rather than the browser. To do " "so," msgstr "Windows 10 是在操作系统层面管理证书，因此自签名证书必须通过证书档案导入，不可使用浏览器汇入。 执行此操作的步骤如下：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "打开 Windows 文件资源管理器，找到下载的认证文件；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "右键单击证书文件，然后点击 :guilabel:`安装证书`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117 msgid "" "select where to install the certificate and for whom - either for the " ":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, " "click :guilabel:`Next`;" msgstr "" "选择安装证书的位置和对象 - :guilabel:`当前用户` 或所有用户（:guilabel:`本地电脑`）。然后，点击 " ":guilabel:`下一步`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:120 msgid "" "on the `Certificate Store` screen, tick :guilabel:`Place all certificates in" " the following store`, click :guilabel:`Browse...`, and select " ":guilabel:`Trusted Root Certification Authorities`;" msgstr "" "在 `证书存储` 页面，勾选 :guilabel:`将所有证书放入以下存储`，点击 :guilabel:`浏览...`，并选择 " ":guilabel:`受信任的根证书颁发机构`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "点击 :guilabel:`完成`，接受弹出的安全窗口；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "restart the computer to make sure that the changes are applied." msgstr "重新启动计算机，确保更改已应用。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129 msgid "Linux" msgstr "Linux" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:133 msgid "open Chrome;" msgstr "开启 Chrome；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 msgid "" "go to :menuselection:`Settings --> Privacy and security --> Security --> " "Manage certificates`;" msgstr "前往 :menuselection:`设置 --> 隐私和安全 --> 安全 --> 管理证书`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136 msgid "" "go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select " "the exported certification file;" msgstr "进入 :guilabel:`授权机构` 选项卡，点击 :guilabel:`导入`，然后选择导出的证书文件；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138 msgid "accept all warnings;" msgstr "接受所有警告；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "click :guilabel:`ok`;" msgstr "点击 :guilabel:`确定`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:150 msgid "restart your browser." msgstr "重新启动浏览器。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 msgid "open Firefox;" msgstr "开启 Firefox；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "转到 :menuselection:`设置 --> 隐私和安全 --> 安全 --> 查看证书... --> 导入`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148 msgid "select the exported certification file;" msgstr "选择导出的证书文件；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149 msgid "tick the checkboxes and validate;" msgstr "勾选复选框并验证；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152 msgid "Mac OS" msgstr "Mac OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154 msgid "" "On Mac OS, you can secure the connection for all browsers by following these" " steps:" msgstr "在 Mac OS 上，您可以按照以下步骤确保所有浏览器的连接安全：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156 msgid "" "open Safari and navigate to your printer's IP address. Doing so leads to a " "warning page;" msgstr "打开 Safari，导航到打印机的 IP 地址。这样做会弹出一个警告页面；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:157 msgid "" "on the warning page, go to :menuselection:`Show Details --> visit this " "website --> Visit Website`, validate;" msgstr "在警告页面，转到 :menuselection:`显示详情 --> 访问此网站 --> 访问网站`，验证；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159 msgid "reboot the printer so you can use it with any other browser." msgstr "重新启动打印机，以便使用其他浏览器。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161 msgid "" "To generate and export an SSL certificate and send it to IOS devices, open " "**Google Chrome** or **Mozilla Firefox**. Then," msgstr "要生成和导出 SSL 证书并将其发送到 IOS 设备，请打开 **Google 浏览器** 或 **火狐浏览器**。然后，" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "有关 Google Chrome 上连接隐私的警告页面" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome" msgstr "Google Chrome 中的打印机连接不安全按钮" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:215 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not find the file during the import process." msgstr "确保证书以 `.crt` 扩展名结尾。否则，某些浏览器可能无法在导入过程中找到该文件。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "火狐浏览器中，连接不安全按钮" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231 msgid "Android OS" msgstr "Android OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233 msgid "" "To import an SSL certificate into an Android device, first create and export" " it from a computer. Next, transfer the `.crt` file to the device using " "email, Bluetooth, or USB. Once the file is on the device," msgstr "" "要将 SSL 证书导入安卓设备，首先要在电脑上创建并导出证书。然后，使用电子邮件、蓝牙或 USB 将 `.crt` 文件传输到设备。文件连接到设备后：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 msgid "open the settings and search for `certificate`;" msgstr "打开设置，搜索 “证书”；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "点击 :guilabel:`证书授权机构`（从设备存储空间安装）；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239 msgid "select the certificate file to install it on the device." msgstr "选择证书文件，将其安装到设备上。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:242 msgid "" "The specific steps for installing a certificate may vary depending on the " "version of Android and the device manufacturer." msgstr "安装证书的具体步骤可能会因 Android 版本和设备制造商的不同而有所不同。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245 msgid "iOS" msgstr "iOS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:247 msgid "" "To import an SSL certificate into an iOS device, first create and export it " "from a computer. Then, transfer the `.crt` file to the device using email, " "Bluetooth, or any file-sharing service." msgstr "要将 SSL 证书导入 iOS 设备，请首先从计算机创建并导出它。然后，使用电子邮件、蓝牙或任何文件共享服务将`.crt`文件传输到设备。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:251 msgid "" "Downloading this file triggers a warning pop-up window. Click " ":guilabel:`Allow` to download the configuration profile, and close the " "second pop-up window. Then," msgstr "下载此文件会触发警告弹出窗口。点击:guilabel:`允许`下载配置文件，然后关闭第二个弹出窗口。然后，" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "go to the **Settings App** on the iOS device;" msgstr "转到 iOS 设备上的 **设置应用程序**；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "单击用户详细信息框下的 :guilabel:`配置文件已下载`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "locate the downloaded `.crt` file and select it;" msgstr "找到下载的 `.crt` 文件并选择它；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "点击屏幕右上角的:guilabel:`安装`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "if a passcode is set on the device, enter the passcode;" msgstr "如果设备上设置了密码，请输入密码；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:259 msgid "" "click :guilabel:`Install` on the top right of the certificate warning screen" " and the pop-up window;" msgstr "点击证书警告屏幕和弹出窗口右上角的:guilabel:`安装`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261 msgid "click :guilabel:`Done`." msgstr "点击 :guilabel:`已完成`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:265 msgid "" "The certificate is installed, but it still needs to be authenticated. To do " "so," msgstr "证书已安装，但仍需要进行身份验证。步骤如下：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr "转到 :menuselection:`设置 --> 常规 --> 关于 > 证书信任设置`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268 msgid "enable the installed certificate using the **slide button**;" msgstr "使用**滑动按钮**启用已安装的证书；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "在弹出窗口中点击 :guilabel:`继续`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272 msgid "" "If you need to export SSL certificates from an operating system or web " "browser that has not been mentioned, search for `export SSL certificate` + " "`the name of your browser or operating system` in your preferred search " "engine." msgstr "" "如果您需要从未提及的操作系统或网络浏览器导出 SSL 证书，请在您的首选搜索引擎中搜索 `导出 SSL 证书` + `您的浏览器或操作系统的名称`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275 msgid "" "Similarly, to import SSL certificates from an unmentioned OS or browser, " "search for `import SSL certificate root authority` + `the name of your " "browser or operating system` in your preferred search engine." msgstr "" "同样，要从未提及的操作系统或浏览器导入 SSL 证书，请在您的首选搜索引擎中搜索 `导入 SSL 证书根颁发机构` + `您的浏览器或操作系统的名称`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "Check if the certificate was imported correctly" msgstr "检查证书是否正确导入" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282 msgid "" "To confirm your printer's connection is secure, connect to its IP address " "using HTTPS. For example, navigate to `https://192.168.1.25` in your " "browser. If the SSL certificate has been applied correctly, you should no " "longer see a warning page, and the address bar should display a padlock " "icon, indicating that the connection is secure." msgstr "" "要确认打印机的连接安全，请使用 HTTPS 连接到其 IP 地址。例如，在浏览器中导航到 `https://192.168.1.25`。如果 SSL " "证书已正确应用，您不应再看到警告页面，并且地址栏应显示挂锁图标，表明连接安全。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "安全连接（HTTPS）" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:5 msgid "" "If **Direct Devices** is enabled in a Point of Sale settings (for example, " "if you use an :doc:`ePos printer `), HTTP becomes the default" " protocol." msgstr "" "如果在销售点设置中启用了**直接设备**（例如，如果您使用 :doc:`ePos 打印机`），HTTP 将成为默认协议。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "强制您的销售点使用安全连接（HTTPS）" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:11 msgid "" "Add a new **key** in the **System Parameters** to force your Point of Sale " "to use a secure connection with the HTTPS protocol." msgstr "在 **统参数 **添加新的 **** ，以强制您的销售点使用与HTTPS协议的安全连接。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:14 msgid "" "To do so, activate the :ref:`developer mode `, go to " ":menuselection:`Settings --> Technical --> Parameters --> System " "Parameters`, then create a new parameter, add the following values and click" " on *Save*." msgstr "" "为此，激活：ref:`开发者模式`，转到：菜单选择：`设置 --> 技术性 --> 参数 --> " "系统参数`，然后创建一个新参数，添加以下值并单击*保存*。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr " **** : `point_of_sale.enforce_https`" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr " ****: `True`" #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "多员工管理" #: ../../content/applications/sales/point_of_sale/employee_login.rst:5 msgid "" "Odoo Point of Sale allows you to manage access to a specific POS by enabling" " the **Multi Employees per Session** feature. When activated, :ref:`you can " "select which users can log into the POS ` and :ref:`keep" " track of the employees involved in each order `." msgstr "" "Odoo 销售点允许您通过启用 **每次会话多位员工** 功能来管理对特定销售点的访问。激活后，:ref:`您可以选择哪些用户可以登录销售点 " "` 和 :ref:`追踪每个订单涉及的员工`。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:15 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per " "Session`, and add the allowed employees in the :guilabel:`Allowed Employees`" " field." msgstr "" ":ref:`访问 POS 设置 ` 并选择您的 POS，或点击 POS " "卡上的垂直省略号按钮（:guilabel:`⋮`），然后点击 :guilabel:`编辑`。然后，启用 :guilabel:`每次会话多员工`，并在 " ":guilabel:` 允许的员工` 字段中添加允许的员工。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "设置在 POS 系统中启用多个收银员" #: ../../content/applications/sales/point_of_sale/employee_login.rst:26 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32 msgid "Practical application" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:28 msgid "" "Once the feature is activated, cashiers can log in :ref:`by scanning their " "badge ` or selecting their name from the list of " "allowed employees to :ref:`open the session `." msgstr "" "激活该功能后，收银员可登录 :ref:`通过扫描员工证 ` 或从允许的员工列表中选择自己的姓名来 " ":ref:`打开会话 ` 。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "启用多收银员功能后，打开会话时段的窗口" #: ../../content/applications/sales/point_of_sale/employee_login.rst:35 msgid "" "To switch to another user :ref:`from an open session `, " "click the employee name at the top-right of the screen and select the " "employee to swap with from the list." msgstr "" "要在 :ref:`已开启的操作点击 ` " "中切换至其他用户，请按一下屏幕右上角的姓名，然后从清单中选择想要切换的员工的员工。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "从一名收银员切换至另一名收银员的按钮。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:41 msgid "" "You can also require your employees to enter a pin code every time they log " "into a POS to prevent them from logging in as someone else. To define the " "code, go to the **Employees** app, open the employee form, and click the " ":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the " ":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` " "category." msgstr "" "您还可以要求员工在每次登录 POS 时输入密码，以防止他们以他人身份登录。要定义密码，请进入**员工** 应用程序，打开员工表单，点击 " ":guilabel:`人力资源设置` 选项卡。然后，在:guilabel:`考勤/销售点` 类别的:guilabel:`PIN 码` 字段中输入您选择的" " PIN 码。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting on the employee form to assign a badge ID and a PIN code." msgstr "员工表单上用作指明职员证编号及个人密码的设定。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "使用职员证登入" #: ../../content/applications/sales/point_of_sale/employee_login.rst:54 msgid "" "For your employees to be able to log in by scanning their badge, they must " "have a badge ID assigned. To do so, go to the **Employees** app, open the " "employee form, and click the :guilabel:`HR settings` tab. Then, enter the " "badge ID of your choice in the :guilabel:`Badge ID` field of the " ":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`." msgstr "" "要让员工通过扫描职员证登录，必须为他们分配一个职员证 ID。要执行此操作，请进入 **员工** 应用程序，打开员工表单，然后点击 " ":guilabel:`人力资源设置` 选项卡。然后，在 :guilabel:`考勤/销售点` 类别的:guilabel:`职员证 ID` " "字段中输入您想设定的 ID，或点击:guilabel:`生成`。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:59 msgid "" "To switch to another user, lock the session by clicking the lock-shaped icon" " (:guilabel:`🔓`) at the top-right of the screen and scan your badge." msgstr "要切换到其他用户，请点击屏幕右上方的锁形图标（:guilabel:`🔓`）锁定会话，然后扫描职员证。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "分析" #: ../../content/applications/sales/point_of_sale/employee_login.rst:67 msgid "" "Once you close and post the POS session, access the comprehensive report to " "review all session activities, including who initiated the session and who " "handled specific orders. To access the session's report, click the vertical " "ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a " "specific session for more detailed information, and click the " ":guilabel:`Orders` button to view a list of all orders placed during that " "session." msgstr "" "关闭并发布 POS 会话后，访问综合报告以查看所有会话活动，包括谁发起了会话，谁处理了特定订单。要访问会话报告，请单击 POS " "卡上的垂直省略号按钮（:guilabel:`⋮`），然后从 :guilabel:`查看` 部分选择 " ":guilabel:`会话`。然后，选择特定会话以获取更多详细信息，并点击 :guilabel:`订单` 按钮以查看该会话期间下达的所有订单列表。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:74 msgid "" "To get an overview of all orders, regardless of the session, click the " "vertical ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Orders` from the :guilabel:`View` section." msgstr "" "要查看所有订单（无论在哪个时段），请点击 POS 卡上的垂直省略号按钮（:guilabel:`⋮`），然后从:guilabel:`查看` 部分选择 " ":guilabel:`订单`。" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "支付方式" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:7 msgid "" "To add a payment method, you first need to create it. Go to " ":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " "New`, and set a name. Check :guilabel:`Identify Customer` to allow this " "payment method *exclusively* for registered customers." msgstr "" "要添加付款方式，首先需要创建它。进入 :menuselection:`销售点 --> 配置 --> 付款方式 --> 新建` 并设置名称。选中 " ":guilabel:`识别客户` 以允许此付款方式 *仅* 用于注册客户。" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:11 msgid "" "Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " "payment method for cash payments, or :guilabel:`Bank` to use it for card " "payments." msgstr "" "然后，选择 :guilabel:`期刊`。选择 :guilabel:`现金` 用于现金支付，或选择 :guilabel:`银行` 用于银行卡支付。" #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "为 POS 创建新的付款方式。" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:18 msgid "" "Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" " Payment Terminal` field in which you can add your :doc:`payment terminal's " "information `." msgstr "" "选择 :guilabel:`银行` 日记账会自动添加 :guilabel:`使用支付终端` 字段，您可以在其中添加 :doc:`支付终端的信息 " "`。" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:23 msgid ":doc:`payment_methods/terminals`." msgstr ":doc:`payment_methods/terminals`." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81 msgid "" "Once the payment method is created, you can select it in your POS settings. " "To do so, go to the :ref:`POS' settings `, click " ":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` " "section." msgstr "" "创建了付款方式后，您就可以在 POS 设置中选择它。为此，请进入 :ref:`POS 设置 `，点击 " ":guilabel:`编辑`，然后在 :guilabel:`付款` 部分添加付款方式。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "支付终端" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7 msgid "" "Connecting and integrating a payment terminal with your POS system allows " "you to accept multiple payment options, including credit and debit cards, " "making the payment process more efficient." msgstr "将支付终端与您的 POS 系统连接和整合后，您就可以接受多种支付方式，包括信用卡和借记卡，从而提高支付流程的效率。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15 msgid "" "Go to the :ref:`application settings `, scroll down " "to the :guilabel:`Payment Terminals` section, and tick your terminal's " "checkbox." msgstr "" "转到 :ref:`应用设置 `，向下滚动到 :guilabel:`支付终端` " "部分，然后勾选您的终端复选框。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "设置中的复选框以启用支付终端" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "然后，按照相应的文档配置您的设备：" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`Adyen configuration `" msgstr ":doc:`Adyen 配置 `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Ingenico configuration `" msgstr ":doc:`Ingenico 配置 `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`SIX configuration `" msgstr ":doc:`SIX 配置 `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Stripe configuration `" msgstr ":doc:`Stripe 配置 `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27 msgid ":doc:`Vantiv configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 msgid ":doc:`Worldline configuration `" msgstr ":doc:`Worldline 配置 `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30 msgid "" "Once the terminal is configured, you can :doc:`create the corresponding " "payment method and add it to the POS <../payment_methods>`." msgstr "终端配置完成后，您可以 :doc:`创建相应的支付方式，并将其添加到 POS <../payment_methods>` 中。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:34 msgid "Pay with a payment terminal" msgstr "用支付终端付款" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:36 msgid "" "When processing a payment, select the terminal's payment method. Check the " "amount and click on :guilabel:`Send`. Once the payment is successful, the " "status changes to :guilabel:`Payment Successful`." msgstr "处理付款时，选择终端的付款方式。选中金额并点击 :guilabel:`发送`。付款成功后，状态将变为 :guilabel:`付款成功`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 msgid "" "In case of connection issues between Odoo and the payment terminal, force " "the payment by clicking on :guilabel:`Force Done`, which allows you to " "validate the order." msgstr "如果 Odoo 和支付终端之间出现连接问题，请点击 :guilabel:`强制完成` 强制支付，这样可以验证订单。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "仅在收到错误消息，通知您连接失败后，此选项才可用。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:45 msgid "To cancel the payment request, click on :guilabel:`Cancel`." msgstr "要取消付款请求，请点击:guilabel:`取消`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3 msgid "Adyen" msgstr "Adyen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5 msgid "" "Connecting an **Adyen payment terminal** allows you to offer a fluid payment" " flow to your customers and ease the work of your cashiers." msgstr "通过连接**Adyen支付终端**，您可以为客户提供流畅的支付流，同时简化收银员的工作。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9 msgid "" "Adyen payment terminals do not require an :doc:`IoT Box " "`." msgstr "Adyen 支付终端不需要:doc:`物联网盒子`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10 msgid "" "Adyen terminals can be used in many countries, but not worldwide. Check the " "`List of countries supported by Adyen `_." msgstr "" "Adyen 终端可在许多国家使用，但不能在全球使用。请查看 `Adyen `_支持的国家列表。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12 msgid "" "Adyen works only with businesses processing more than **$10 million " "annually** or invoicing a minimum of **1,000 transactions per month**." msgstr "Adyen 只与**每年**处理**超过 1000 万宗**交易，或**每月最少**为 **1000 宗**交易开立发票的业务伙伴合作。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16 msgid "" "`List of payment methods supported by Adyen `_" msgstr "" "`Adyen 支持的付款方式列表 `_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17 msgid "" "`List of Adyen terminals `_" msgstr "" "`Adyen 终端列表 `_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22 msgid "" "Start by creating your Adyen account on `Adyen's website " "`_. Then, board your terminal following the steps " "described on your terminal's screen." msgstr "首先在`Adyen网站`_创建您的Adyen账户。然后，按照终端屏幕上描述的步骤登录终端。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26 msgid "" "`Adyen Docs - Payment terminal quickstart guides " "`_" msgstr "" "`Adyen Docs - 支付终端快速入门指南 `_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31 msgid "Generate an Adyen API key" msgstr "生成Adyen API密钥" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33 msgid "" "The **Adyen API key** is used to authenticate requests from your Adyen " "terminal. To generate an API key, go to your :menuselection:`Adyen account " "--> Developers --> API credentials`, and **create** new credentials or " "select **existing** ones. Click :guilabel:`Generate an API key` and save the" " key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the " "payment method creation `." msgstr "" "**Adyen API 密钥** 用于验证来自您的 Adyen 终端的请求。要生成 API 密钥，请转至您的 :menuselection:`Adyen" " 帐户 --> 开发者 --> API 凭证`，然后**创建**新凭证或选择**现有**凭据。点击 :guilabel:`生成 API 密钥` " "并保存密钥，将其粘贴到 :ref:`创建付款方式 ` 中的 Odoo :guilabel:`Adyen " "API 密钥` 字段。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "" "`Adyen Docs - API credentials `_." msgstr "" "`Adyen文件：API凭证`_。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46 msgid "Locate the Adyen terminal identifier" msgstr "找到Adyen终端标识符" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48 msgid "" "The **Adyen Terminal Identifier** is the terminal's serial number, which is " "used to identify the hardware." msgstr "**Adyen 终端标识符**是终端的序列号，用于识别硬件。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51 msgid "" "To find this number, go to your :menuselection:`Adyen account --> Point of " "Sale --> Terminals`, select the terminal to link with, and save its serial " "number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field" " at :ref:`the payment method creation `." msgstr "" "要找到此编号，请转到您的 :menuselection:`Adyen 帐户 --> 销售点 --> 终端`，选择要关联的终端，并保存其序列号，将其粘贴到" " Odoo :guilabel:`Adyen 终端标识符` 字段中的 :ref:`创建付款方式 `。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57 msgid "Set the Event URLs" msgstr "设置活动 URL" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59 msgid "" "For Odoo to know when a payment is made, you must configure the terminal " "**Event URLs**. To do so," msgstr "要让 Odoo 知道何时付款，您必须配置终端 **活动 URL**。要执行此操作，" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61 msgid "Log in to `Adyen's website `_;" msgstr "登录`Adyen 网站 `_；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62 msgid "" "Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" " select the connected terminal;" msgstr "进入 :menuselection:`Adyen 仪表板 --> POS --> 终端` 并选择已关联的终端；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "在终端设置中，点击 :guilabel:`整合`；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65 msgid "" "Set the :guilabel:`Switch to decrypted mode to edit this setting` field as " ":guilabel:`Decrypted`;" msgstr "将 :guilabel:`切换到解密模式以编辑此设置` 字段设置为 :guilabel:`解密`；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66 msgid "" "Click the **pencil icon** button and enter your server address, followed by " "`/pos_adyen/notification` in the :guilabel:`Event URLs` field;" msgstr "" "点击 **铅笔图标** 按钮，然后在 :guilabel:`活动 URL` 字段中输入您的服务器地址，然后输入 " "`/pos_adyen/notification`；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68 msgid "Click :guilabel:`Save` at the bottom of the screen to save changes." msgstr "点击屏幕底部的 :guilabel:`保存`，以保存更改。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "配置支付方式" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79 msgid "" "Finally, fill in the mandatory fields with your :ref:`Adyen API key " "`, :ref:`Adyen Terminal Identifier `, and " ":guilabel:`Adyen Merchant Account`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3 msgid "Ingenico" msgstr "Ingenico " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " "your customers and ease the work of your cashiers." msgstr "连接支付终端可为客户提供流畅的支付流程，并方便收银员的工作。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9 msgid "" "Ingenico payment terminals require an :doc:`IoT Box " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10 msgid "" "Ingenico is currently only available in Belgium, the Netherlands and " "Luxembourg." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11 msgid "" "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as " "they support the TLV communication protocol through TCP/IP." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 msgid "Connect an IoT Box" msgstr "连接一个物联网盒子" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20 msgid "" "Connecting an Ingenico payment terminal to Odoo is a feature that requires " "an IoT Box. For more information on how to connect an IoT Box to your " "database, please refer to the :doc:`IoT documentation " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25 msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27 msgid "" "Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on " "Desk/5000 and Move/5000)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29 msgid "" "Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings " "password." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30 msgid "" "Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next " "screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31 msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32 msgid "On the next screen, enter the IP address of your IoT Box." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33 msgid "" "Enter `9000` as port number and press :guilabel:`OK` on the next screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35 msgid "" "At this point, the terminal restarts and should be displayed in your IoT Box" " form in Odoo." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field." " Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3 msgid "SIX" msgstr "SIX" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5 msgid "" "Connecting a SIX payment terminal allows you to offer a fluid payment flow " "to your customers and ease the work of your cashiers." msgstr "连接SIX付款终端可让您向客户提供流畅的付款流程，并简化收银员的工作。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9 msgid "" "Even though Worldline has recently acquired SIX Payment Services and both " "companies use Yomani payment terminals, the firmware they run is different. " "Terminals received from Worldline are therefore not compatible with this " "integration." msgstr "" "尽管Worldline最近已经收购了SIX 付款服务，并且两家公司都使用Yomani付款终端，但是它们运行的固件是不同的。 " "因此，从Worldline收到的终端与此集成不兼容。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 msgid "Install the POS IoT Six module" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 msgid "" "To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the " ":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds " "the necessary driver and interface to your database to detect Six terminals." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 msgid "Connect an IoT box" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 msgid "" "Connecting a Six payment terminal to Odoo is requires :doc:`using a " "Raspberry Pi or virtual (for Windows OS only) IoT box " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 msgid "Configure the terminal ID" msgstr "配置终端 ID" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 msgid "" "Navigate to your IoT Box homepage, where you can find the :guilabel:`Six " "payment terminal` field once your database server is connected to the IoT " "box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field " "with the ID received from Six, and click :guilabel:`Connect`. Your Six " "terminal ID should appear in the :guilabel:`Current Terminal Id` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Setting the Six terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43 msgid "" "Odoo automatically restarts the IoT box when the Six terminal ID is " "configured. If your Six terminal is online, it will be automatically " "detected and connected to the database. Check the IoT box homepage under the" " :guilabel:`Payments` section to confirm the connection." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Confirming the connection to the Six payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. " "Then, select your terminal device in the :guilabel:`Payment Terminal Device`" " field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3 msgid "Stripe" msgstr "Stripe" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9 msgid "" "Stripe payment terminals do not require an :doc:`IoT Box " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10 msgid "" "Stripe terminals can be used in many countries, but not worldwide. Check the" " `global availability for Stripe Terminal " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12 msgid "" "Stripe's integration works with `Stripe Terminal smart readers " "`_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15 msgid "" ":doc:`Stripe as payment provider " "<../../../../finance/payment_providers/stripe>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16 msgid "" "`List of payment methods supported by Stripe " "`_" msgstr "`Stripe 支持的付款方式列表 `_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24 msgid "" "Activate **Stripe** in the settings by going to :menuselection:`Point of " "Sale --> Configuration --> Settings --> Payment Terminals` and enabling " ":guilabel:`Stripe`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27 msgid "Then, create the payment method:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:29 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " "click :guilabel:`Create`, and complete the :guilabel:`Method` field with " "your payment method's name;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:31 msgid "" "Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" " a Payment Terminal` field as :guilabel:`Stripe`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:33 msgid "" "Enter your payment terminal serial number in the :guilabel:`Stripe Serial " "Number` field;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34 msgid "" "Click :guilabel:`Don't forget to complete Stripe connect before using this " "payment method.`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "payment method creation form" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:41 msgid "" "Click :guilabel:`Identify Customer` to allow this payment method " "**exclusively** for identified customers. For any unidentified customers to " "be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " "unchecked." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:44 msgid "" "The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" " can stay empty to use the default accounts." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:46 msgid "" "Find your payment terminal serial number under the device or on `Stripe's " "dashboard `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50 msgid "Connect Stripe to Odoo" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:52 msgid "" "Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " "configuration page. Fill in all the information to create your Stripe " "account and link it with Odoo. Once the forms are completed, the API keys " "(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" " **Stripe's** website. To do so, click :guilabel:`Get your Secret and " "Publishable keys`, click the keys to copy them, and paste them into the " "corresponding fields in Odoo. Your terminal is ready to be configured in a " "POS." msgstr "" "点击 :guilabel:`连接 Stripe`。这样做会自动跳转到配置页面。填写所有信息以创建 Stripe 账户并将其与 Odoo " "链接。完成表格后，可在**Stripe**网站上检索 API 密钥（:guilabel:`可发布密钥`和 " ":guilabel:`保密密钥`）。要执行此操作，请点击 :guilabel:`获取您的秘钥和可发布密钥`，点击密钥以复制它们，然后将它们粘贴到 " "Odoo 中的相应字段。您的终端就可以配置到 POS 中了。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "Stripe 连接表单" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:64 msgid "" "When you use **Stripe** exclusively in Point of Sale, you only need the " "**Secret Key** to use your terminal." msgstr "如果您只在销售点使用**Stripe**，您只需要**秘钥**即可使用终端。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:66 msgid "" "When you use Stripe as **payment provider**, the :guilabel:`State` can stay " "set as :guilabel:`Disabled`." msgstr "使用 Stripe 作为**支付提供商**时，:guilabel:`状态` 可保持设置为:guilabel:`禁用`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:68 msgid "" "For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " "does not work. To retrieve the API keys manually, log in to your `Stripe " "dashboard `_, type `API` in the search bar, " "and click :guilabel:`Developers > API`." msgstr "" "对于**本地安装**托管的数据库，:guilabel:`连接 Stripe` 按钮不起作用。要手动检索 API 密钥，请登录您的 `Stripe 仪表板" " `_，在搜索栏中输入 `API`，然后点击 :guilabel:`开发人员 > API`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Configure the payment terminal" msgstr "配置支付终端" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:76 msgid "" "Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " "admin PIN code, validate and select your network." msgstr "在支付终端上向右滑动，点击 :guilabel:`设置`，输入管理 PIN 码，验证并选择网络。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80 msgid "The user's device and the terminal must share the same network." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81 msgid "In case of a Wi-Fi connection, the network must be secured." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82 msgid "" "You must enter the admin PIN code to access your payment terminal settings. " "By default, this code is `07139`." msgstr "您必须输入管理 PIN 码才能访问支付终端设置。默认情况下，该密码为 `07139`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 msgid "Link the payment method to a POS" msgstr "将付款方式链接到 POS" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88 msgid "" "To add a **payment method** to your point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " "POS, scroll down to the :guilabel:`Payments` section, and add your payment " "method for **Stripe** in the :guilabel:`Payment Methods` field." msgstr "" "要在销售点添加**付款方式**，请访问 :menuselection:`POS --> 配置 --> 设置`。选择 " "POS，向下滚动到:guilabel:`付款` 部分，在:guilabel:`付款方式`字段中为**Stripe**添加支付方法。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 msgid "Troubleshooting" msgstr "故障排除" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:96 msgid "Payment terminal unavailable in your Stripe account" msgstr "您的 Stripe 账户无法使用付款终端" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98 msgid "" "If the payment terminal is unavailable in your Stripe account, you must add " "it manually:" msgstr "如果您的 Stripe 账户中没有支付终端，则必须手动添加：" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:100 msgid "" "Log into your `Stripe's dashboard `_ and go to" " :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" msgstr "" "登录`Stripe 仪表板 `_，然后转到 :menuselection:`Stripe " "仪表板 --> 支付 --> 读卡器 --> 位置`；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:102 msgid "" "Add a location by clicking the :guilabel:`+ New` button or selecting an " "already created location;" msgstr "点击 :guilabel:`+ 新建` 按钮或选择已创建的位置，添加位置；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:103 msgid "" "Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " "in the required information." msgstr "点击 :guilabel:`+ 新建` 框中的 :guilabel:`读者` 按钮并填写所需信息。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:107 msgid "" "You must provide a **registration code**. To retrieve that code, swipe right" " on your device, enter the admin PIN code (by default: `07139`), validate, " "and click :guilabel:`Generate a registration code`." msgstr "" "您必须提供**注册码**。要获取该代码，请在设备上向右滑动，输入管理 PIN 码（默认为：`07139`），验证后点击 " ":guilabel:`生成注册码`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3 msgid "Vantiv" msgstr "Vantiv" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/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 "连接Vantiv支付终端可为客户提供流畅的支付流程，并方便收银员的工作。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:9 msgid "" "Please note MercuryPay only operates with US and Canadian banks, making this" " procedure only suitable for North American businesses." msgstr "请注意，MercuryPay仅适用于美国和加拿大银行，因此这一程序只适合北美公司。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 msgid "" "Vantiv card readers should be purchased exclusively from Vantiv, as certain " "Vantiv terminals bought on Amazon do not include the correct encryption " "needed to be used with an Odoo database." msgstr "" "Vantiv 读卡器应专门从 Vantiv 购买，因为在亚马逊上购买的部分 Vantiv 终端不包括与 Odoo 数据库一起使用所需的正确加密。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "Enable the payment terminal in the :guilabel:`Payment Terminals` section " ":ref:`of the application settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:25 msgid "" "Then, go to :menuselection:`Point of Sale --> Configuration --> Payment " "Methods`, and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Vantiv` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:29 msgid "" "Type the name you want to give to your :guilabel:`Vantiv Credentials` and " "click :guilabel:`Create and edit`. Enter your :guilabel:`Merchant ID` and " ":guilabel:`Merchant Password`, then click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 msgid "Vantiv payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "Once the payment method is created, you can select it in your POS settings. " "To do so, go to the :ref:`POS' settings ` and add " "the payment method under the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" msgstr "Worldline" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 msgid "" "Worldline payment terminals require an :doc:`IoT Box " "`." msgstr "Worldline 支付终端需要 :doc:`物联网盒子`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10 msgid "" "Worldline is currently only available in Belgium, the Netherlands and " "Luxembourg." msgstr "Worldline 目前仅在比利时、荷兰和卢森堡可用。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11 msgid "" "Odoo is compatible with Worldline terminals that use the CTEP protocol " "(e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact " "your payment provider to ensure your terminal's compatibility." msgstr "" "Odoo 与使用 CTEP 协议的 Worldline 终端（如 Yomani XR 和 Yoximo " "终端）兼容。如果您有任何疑问，请联系您的支付提供商，以确保您的终端兼容。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21 msgid "" "Connecting a Worldline Payment Terminal to Odoo is a feature that requires " "an IoT Box. For more information on how to connect one to your database, " "please refer to the :doc:`IoT documentation " "`." msgstr "" "将 Worldline 支付终端连接到 Odoo 是一项需要物联网盒子的功能。有关如何将其连接到数据库的详细信息，请参阅 " ":doc:`物联网文档`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 msgid "Configure the protocol" msgstr "配置协议" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> " "CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent " "screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). " "Finally, press **Stop** three times; the terminal automatically restarts." msgstr "" "在终端上，单击：菜单选择：`“.”-->3-->停止-->3-->0-->9`。输入技术密** “1235789” " "**单击：菜单选择：`确定-->4-->2`。然后，单击：菜单选择：`更改-->CTEP（作为协议ECR）-->确定`。在随后的屏幕上单击 **定 " "**次（*CTEP ticket ECR*、*ECR ticket width*和*Character set*）。最后，按 **止 " "**次；终端自动重启。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 msgid "Set the IP address" msgstr "设置IP地址" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> " "TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`" " (*TCP Configuration client* screen)." msgstr "" "在终端上，单击：菜单选择：`“.”-->3-->停止-->3-->0-->9`。输入技术密** “1235789” " "**单击：菜单选择：`确定-->4-->9`。然后，单击：菜单选择：`Change-->TCP/IP`（*TCP physical " "configuration*屏幕）：菜单选择：`-->OK-->OK`（*TCP configuration client*屏幕）。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42 msgid "Finally, set up the hostname and port number." msgstr "最后，设置主机名和端口号。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Hostname" msgstr "主机名" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48 msgid "" "To set up the hostname, enter your IoT box's IP address' sequence numbers " "and press **OK** at each \".\" until you reach the colon symbol." msgstr "要设置主机名，请输入物联网盒的IP地址“序列号”，然后在每个“.”处按**OK**，直到到达冒号符号。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49 msgid "Then, press **OK** twice." msgstr "然后，** OK **次。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "Here's an IP address sequence: `10.30.19.4:8069`." msgstr "这是一个IP地址序列：`10.30.19.4:8069`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "" "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> " "19 --> OK --> 4 --> OK --> OK`." msgstr "" "在*主机名屏幕*上，键入：菜单选择：`10 —> OK —> 30 —> OK —> 19 —> OK —> 4 —> OK —> OK`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57 msgid "" "Your IoT box's IP address is available in your IoT Box application's " "database." msgstr "物联网盒的IP地址在物联网盒应用程序的数据库中可用。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:60 msgid "Port number" msgstr "端口号" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:62 msgid "" "On the *Port number* screen, enter **9001** (or **9050** for Windows) and " "click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> " "OK`. Click on **Stop** three times; the terminal automatically restarts." msgstr "" "在 *端口号* 屏幕上，输入 **9001**（或 Windows 上的 **9050**），然后点击 :menuselection:`确定`（*ECR" " 协议 SSL 编号*）:menuselection:`--> 确定` 。点击 **停止** 三次；终端自动重启。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:67 msgid "" "For **Windows** IoT devices, it is necessary to add a firewall exception. " "Follow the :ref:`additional instructions in the Windows IoT documentation " "` to add the exception to Windows Firewall." msgstr "" "对于 **Windows** 物联网设备，有必要添加防火墙异常。请按照 :ref:`Windows IoT 文档 " "` 中的附加说明将异常添加到 Windows 防火墙。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` " "field. Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 msgid "Technician password: `1235789`" msgstr "技术密码：`1235789`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89 msgid "" "To reach Wordline's technical assistance, call `02 727 61 11` and choose " "\"merchant\". Your call is automatically transferred to the desired service." msgstr "要获得Wordline的技术援助，请致电`02 727 61 11`，然后选择“merchant”。您的呼叫会自动转移到所需的服务。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91 msgid "" "Configure the cashier terminal if you have both a customer and a cashier " "terminal." msgstr "如果您同时拥有客户和出纳终端，请配置出纳终端。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "为了避免堵塞终端，请事先检查初始配置。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93 msgid "" "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." msgstr "为物联网盒的路由器设置固定IP，以防止失去连接。" #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "定价供能" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "现金舍入" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5 msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." msgstr "当货币或硬币的最低实物面值高于最小的记账单位时，需要进行 **金舍** ." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9 msgid "" "For example, some countries require their companies to round up or down the " "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." msgstr "例如，某些国家要求公司在以现金支付时，将开票总额四舍五入到最接近的五美分." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13 msgid "" "Each point of sale in Odoo can be configured to apply cash rounding to the " "totals of its bills or receipts." msgstr "在Odoo的每个POS都可以配置为将现金舍入到其账单或收据的总数。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable *Cash Rounding*, then click on *Save*." msgstr "前往 :menuselection:`POS --> 配置 --> 设置`并启用*现金舍入*，然后点击*保存*。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "open the point of sale you want to configure, and enable the *Cash Rounding*" " option." msgstr "前往 :menuselection:`POS --> 配置 --> POS`，打开你想要配置的POS，并启用*现金舍入*选项。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29 msgid "" "To define the **Rounding Method**, open the drop-down list and click on " "*Create and Edit...*." msgstr "如要定义 **入方** ，打开下拉列表并点击*创建并编辑...*。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32 msgid "" "Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*," " then save both the Rounding Method and your Point of Sale settings." msgstr "在这里定义你的*舍入精度*、*利润科目*和*损失科目*，然后保存舍入方法和你的POS设置。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39 msgid "" "All total amounts of this point of sale now add a line to apply the rounding" " according to your settings." msgstr "这个POS的所有总金额现在都会增加一行，根据你的设置应用现金舍入。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46 msgid "" "Odoo Point of Sale only supports the :guilabel:`Add a rounding line` " "rounding strategy." msgstr "Odoo 销售点仅支持 :guilabel:`添加舍入明细` 舍入策略。" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "折扣标签（条形码扫描仪）" #: ../../content/applications/sales/point_of_sale/pricing/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 "如你想打折销售产品，例如对于已经临期的产品，你可使用折扣标签。这样可以扫描折扣条码。" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10 msgid "To use discount tags you will need to use a barcode scanner." msgstr "如要使用折扣标签，你需要使用条码扫描器。" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "条码命名规则" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "为使用折扣标签，我们需要了解条码命名规则。" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17 msgid "" "Let's say you want to have a discount for the product with the following " "barcode:" msgstr "假设你想对以下条码的产品打折：" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23 msgid "" "You can find the *Default Nomenclature* under the settings of your PoS " "interface." msgstr "你可在PoS界面设置下找到*默认命名规则*。" #: ../../content/applications/sales/point_of_sale/pricing/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 "假设你想对一个产品打折50%，你必须在添加产品条码之前先加上22（用于折扣条码命名）和50（用于折扣%）。 在我们的例子中，条码应为：" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "扫描产品和标签" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43 msgid "You first have to scan the desired product (in our case, a lemon)." msgstr "你必须首先扫描需要的产品（本例中为柠檬）。" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48 msgid "" "And then scan the discount tag. The discount will be applied and you can " "finish the transaction." msgstr "然后扫描折扣标签。折扣将生效，你可完成交易。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 msgid "Discounts" msgstr "折扣" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5 msgid "" "By offering discounts, you can entice your customers and drastically " "increase your revenue. It is vital to offer discounts, whether they are " "time-limited, seasonal or manually given." msgstr "通过提供折扣，您可以吸引你的客户，并大幅度增加收入。 提供折扣是至关重要的，无论是限时折扣，季节性折扣还是手动折扣。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9 msgid "" "To manage discounts, Odoo has powerful features that help set up a pricing " "strategy tailored to every business." msgstr "Odoo具有强大的功能以管理折扣，可建立适合每个企业的定价策略。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "应用手动折扣" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15 msgid "" "If you seldom use discounts, applying manual ones might be the easiest " "solution for your Point of Sale." msgstr "如果您很少使用折扣功能，那么应用手动工具可能是您最简单的POS解决方案。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18 msgid "" "You can either apply a discount on the whole order or on specific products " "inside an order." msgstr "您可以对整个订单或订单中的特定产品应用折扣。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "对产品应用折扣" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "在PoS界面中，使用 *折扣* 按钮。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "手动设置折扣的折扣按钮视图" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30 msgid "" "Then, you can input a discount over the product that is currently selected." msgstr "然后，您可以输入当前所选产品的折扣。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "应用全局折扣" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36 msgid "" "To apply a discount on the whole order, go to :menuselection:`Point of Sales" " --> Configuration --> Point of Sale` and select your PoS." msgstr "要对整个订单应用折扣，请转到 :menuselection:`POS --> 设置 --> 销售点` ，然后选择您的PoS。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "进入PoS表单后，在 *价格* 类别下选择 *全球折扣* 。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "启用全局折扣功能视图" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "现在，您的PoS界面上将出现一个新的 *折扣* 按钮。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the button to use for global discount via the pos interface" msgstr "pos界面全局折扣按钮视图" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "点击它并输入所需的折扣。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "付款汇总折扣视图" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58 msgid "" "On this example, there is a global discount of 50% as well as a specific 50%" " discount on oranges." msgstr "在这个例子中，有50％的全球折扣以及橙子50％的折扣。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "应用限时折扣" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64 msgid "" "To activate time-limited discounts, you must activate the *Pricelists* " "feature. To do so, go to :menuselection:`Point of Sales --> Configuration " "--> Point of Sale` and open your PoS. Then, enable the pricelist feature." msgstr "" "要激活限时折扣，您必须激活 *价目表* 功能。 为此，请转到:menuselection:` POS --> 配置 --> " "销售点，然后打开您的PoS并启用价目表功能。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "价格表功能视图" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73 msgid "" "Once activated, you must choose the pricelists you want to make available in" " the PoS and define a default one." msgstr "激活后，您必须选择要在PoS中使用的价目表并定义默认价目表。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "创建价格表" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79 msgid "" "By default, Odoo has a *Public Pricelist* configured. To create more, go to " ":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on " "create." msgstr "" "在默认情况下，Odoo具有配置的 *公共价目表* 。 要创建更多产品，请转到:menuselection:`POS- -> 产品 --> 价格清单。 " "然后点击创建。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83 msgid "" "When creating a pricelist, you can set several criteria to use a specific " "price: period, min. quantity, etc. You can also decide to apply that " "pricelist on specific products or on the whole range." msgstr "创建价格表时，可以使用多个条件以设置特定的价格如：时期，最小值。 数量等。您还可以决定将该价目表应用于特定产品或整个产品系列。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "两种产品的限时价格表视图" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "在PoS界面上使用价目表" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94 msgid "" "On the PoS interface, a new button appears. Use it to select a pricelist." msgstr "在PoS界面上，将出现一个新按钮。 使用它来选择价格表。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "" "View of the button to use for time-limited discounts via the pos interface" msgstr "pos界面限时折扣按钮视图" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101 msgid "" "Click on it to instantly update the prices with the selected pricelist. " "Then, you can finalize the order." msgstr "点击它来即时更新与所选价目表价格。 然后，您可以确定订单。" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "灵活税收（财务规则）" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5 msgid "" "When running a business, you may need to apply different taxes and record " "transactions on various accounts based on the location and type of business " "of your customers and providers." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8 msgid "" "The **fiscal positions** feature enables you to establish rules that " "automatically select the right taxes and accounts used for each transaction." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51 msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13 msgid ":doc:`../../../finance/accounting/taxes`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18 msgid "" "To enable the feature, go to :menuselection:`Point of Sale --> Configuration" " --> Settings`, scroll down to the :guilabel:`Accounting` section, and " "enable :guilabel:`Flexible Taxes`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21 msgid "" "Then, set a default fiscal position that should be applied to all sales in " "the selected POS in the :guilabel:`Default` field. You can also add more " "fiscal positions to choose from in the :guilabel:`Allowed` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28 msgid "" "According to the :doc:`fiscal localization package " "<../../../finance/fiscal_localizations>` activated, several fiscal positions" " are preconfigured and can be set and used in POS. However, you can also " ":ref:`create new fiscal positions `." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33 msgid "" "If you do not set a fiscal position, the tax remains as defined in the " "**customer taxes** field on the product form." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39 msgid "" "Open a :ref:`POS session ` to use one of the allowed " "fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-" "shaped** icon and select a fiscal position from the list. Doing so applies " "the defined rules automatically to all the products subject to the chosen " "fiscal position's regulations." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48 msgid "" "If a default fiscal position is set, the tax button displays the name of the" " fiscal position." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5 msgid "" "Encourage your customers to continue to shop at your point of sale with a " "*Loyalty Program*." msgstr "通过*忠诚度计划*鼓励客户继续来你的销售点购物。" #: ../../content/applications/sales/point_of_sale/pricing/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 "" "如要启用*忠诚度计划*功能，前往 :menuselection:`POS --> 配置 --> " "POS`并选择你的PoS界面。在定价功能下，选择*忠诚度计划*。" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "你可在此创建并编辑忠诚度计划。" #: ../../content/applications/sales/point_of_sale/pricing/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 "你可决定希望使用的忠诚度计划类型，如果奖励是折扣或礼品，可设置针对特定产品还是整个范围应用规则，确保它仅对特定情况有效。" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "在你的PoS界面使用忠诚度计划" #: ../../content/applications/sales/point_of_sale/pricing/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 "" "在设置客户后，你现在可以看到他们交易获得的点数，并将累计他们已消费的金额。根据忠诚度计划定义的规则，在累计足够点数后，通过*奖励*按钮即可兑换奖励。" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40 msgid "" "You can see the price is instantly updated to reflect the pricelist. You can" " finalize the order in your usual way." msgstr "你会发现价格即时更新，反映价格表的最新价格。你可按正常方式完成订单。" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44 msgid "" "If you select a customer with a default pricelist, it will be applied. You " "can of course change it." msgstr "如你选择包含默认价格表的客户，则将适用该价格表。当然，你也可更改。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38 #: ../../content/applications/sales/subscriptions/products.rst:105 msgid "Pricelists" msgstr "价格表" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5 msgid "" "Pricelists allow you to adjust product prices depending on various criteria " "automatically. For example, you can set POS-specific prices, create " "temporary discount periods, reward specific customers, or offer discounts " "when set quantities are ordered." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14 msgid "" "Navigate to the :ref:`general POS app settings ` and" " ensure :guilabel:`Flexible Pricelists` are enabled under the " ":guilabel:`Pricing` section." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17 msgid "" ":ref:`Multiple prices per product ` is the default " "pricelist option for setting simple fixed price rules per product. Select " ":ref:`Advanced price rules (discounts, formulas) ` to " "apply price rules to multiple products at once and to compute prices " "dynamically using percentage discounts or more complex formulas in addition " "to setting fixed prices." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Enabling pricelists in the general P0S settings" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26 msgid "" "The selected pricelist type applies to the entire database, including the " ":doc:`Sales <../../sales/products_prices/prices/pricing>` and " ":ref:`eCommerce ` apps." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 msgid "Create pricelists" msgstr "创建价目表" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click " ":guilabel:`New` or select an existing pricelist. The pricelist setup differs" " depending on the :ref:`selected pricelist option " "`." msgstr "" "转至 :menuselection:`销售点 --> 产品 --> 价目表`，点击 :guilabel:`新建` 或选择一个现有的价格表。根据 " ":ref:`所选价格表选项 `，价格表设置有所不同。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:234 msgid "Multiple prices per product" msgstr "每个产品多个价格表" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44 msgid "" "When pricelists are configured to use the :guilabel:`Multiple prices per " "product` option, it is possible to use multiple fixed prices for different " "products or their variants depending, if necessary, on one or several " "conditions. To add a new price rule to a pricelist:" msgstr "" "当价格表配置为使用 :guilabel:`每个产品多个价格` " "选项时，可根据一个或多个条件，为不同产品或其变体使用多个固定价格。要在价格表中添加新的价格规则，请执行以下操作" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48 msgid "" "Click :guilabel:`Add a line`, and select a **product** and its **variant** " "if needed." msgstr "点击 :guilabel:`添加一行`，然后根据需要选择 **产品**及其**变量**。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "添加条件：" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51 msgid "" "a product quantity to be reached by using the :guilabel:`Min. Quantity` " "column;" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52 msgid "" "a determined period during which the pricelist is applied by using the " ":guilabel:`Start Date` and :guilabel:`End Date` columns." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55 msgid "" "Add the :guilabel:`Price` to be applied when the conditions are met (if " "any)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:312 msgid "Advanced price rules" msgstr "高级价格规则" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65 msgid "" "When pricelists are configured to use the :guilabel:`Advanced price rules " "(discounts, formulas)` option, it is possible to use percentage " "discounts/mark-ups and formulas in addition to using fixed prices. To add a " "new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up " "windows:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69 msgid "Select a :guilabel:`Computation` method:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71 msgid "" ":guilabel:`Fixed Price` to set a new fixed price (similarly to the " ":guilabel:`Multiple prices per product` option)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73 msgid "" ":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or " "mark-up (e.g., `-10.00` %)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75 msgid "" ":guilabel:`Formula` to compute the price according to a formula. It is " "required to define what the calculation is **based on** (:guilabel:`Sales " "Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79 msgid "Apply a percentage :guilabel:`Discount` or mark-up." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80 msgid "" "Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount " "(e.g., $ `-5.00`)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81 msgid "" "Define a :doc:`Rounding Method ` by forcing the price after " ":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra" " Fee` is applied afterward." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86 msgid "" "To have the final price end with `.99`, set the :guilabel:`Rounding Method` " "to `1.00` and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89 msgid "" "Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit" " :guilabel:`Margins` for computations based on :guilabel:`Cost`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92 msgid "Select on which product(s) the price rule should be **applied**:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94 msgid ":guilabel:`All Products`" msgstr ":guilabel:`所有产品`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr "a :guilabel:`产品类别`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96 msgid "a :guilabel:`Product`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97 msgid "a :guilabel:`Product Variant`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99 msgid "" "Add conditions, such as a specific quantity to reach for the price to change" " by using the :guilabel:`Min. Quantity` field or a specific period during " "which the pricelist should be applied by using the :guilabel:`Validity` " "fields." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form to configure an advanced pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107 msgid "Select pricelists" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109 msgid "" "Go to the :ref:`specific POS settings ` and add all " "the available pricelists in the :guilabel:`Available` field. Then, set its " "**default pricelist** in the :guilabel:`Default` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113 msgid "" "When you :ref:`open a POS session `, click the " "**pricelists** button, and select the desired pricelist from the list." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Button to select a pricelist on the POS frontend" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120 msgid "" "Multiple pricelists must be selected for the **pricelist button** to be " "displayed." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121 msgid "" "If a pricelist is selected on a POS order while its conditions are **not** " "met, the price will **not** be adjusted." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125 msgid "" "You can also set a pricelist to be selected automatically once a specific " ":ref:`customer is set `. To do so, go to the customer form " "and switch to the preferred pricelist in the :guilabel:`Pricelist` field of " "the :guilabel:`Sales & Purchase` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130 msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr ":doc:`../../sales/products_prices/prices/pricing`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 msgid "" ":ref:`How to use pricelists in an ecommerce environment " "`" msgstr ":ref:`如何在电子商务环境中使用价目表 `" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "收据和发票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "收据" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8 msgid "" "Set up receipts by going to :menuselection:`Point of Sale --> Configuration " "--> Point of Sale`, selecting a POS, and scrolling down to the " ":guilabel:`Bills & Receipts` section." msgstr "" "进入 :menuselection:`销售点 --> 配置 --> 销售点` 设置收据，选择 POS，向下滚动到 :guilabel:`账单和收据` " "部分。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11 msgid "" "To **customize** the **header** and **footer**, activate :guilabel:`Header &" " Footer` and fill in both fields with the information to be printed on the " "receipts." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14 msgid "" "To **print receipts** automatically once the payment is registered, enable " "the :guilabel:`Automatic Receipt Printing` setting." msgstr "要在注册付款后自动 **打印收据**，请启用 :guilabel:`自动收据打印` 设置。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "POS 收据" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`configuration/epos_printers`" msgstr ":doc:`configuration/epos_printers`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:25 msgid "Reprint a receipt" msgstr "重新打印收据" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:27 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" " active orders` filter to :guilabel:`Paid`. Then, select the corresponding " "order and click :guilabel:`Print Receipt`." msgstr "" "在 POS 界面，点击 :guilabel:`订单`，打开搜索栏旁边的下拉选择菜单，将默认的 :guilabel:`所有活动订单` 筛选器更改为 " ":guilabel:`已付款`。然后，选择相应订单并点击 :guilabel:`打印收据`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "从后台打印收据的按钮" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:35 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" "您可以使用搜索栏筛选订单列表。输入参考信息，然后点击 :guilabel:`收据编号`、:guilabel:`日期` 或 :guilabel:`客户`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 msgid "Invoices" msgstr "发票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:43 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "销售点允许您在付款后为 :ref:`注册客户 ` 开具和打印发票，并检索所有过去已开具发票的订单。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:47 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" "在 POS 中建立的发票，会在先前已 :ref:`设定 ` 的对应 " ":ref:`会计日记账 ` 中，建立一个记项。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:55 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " "accounting section. Then, you can determine the accounting journals used by " "default for orders and invoices in the :guilabel:`Default Journals` section." msgstr "" "若要为特定 POS 定义所使用的日记账，请前往 :ref:`POS 设定 ` 并向下滚动至 “会计” " "部分。然后，您可在 :guilabel:`默认日记账` 部分下，设定订单及发票默认使用的会计日记账。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "accounting section in the POS settings" msgstr "POS 设置中的会计部分" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 msgid "Invoice a customer" msgstr "给客户开发票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:66 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "处理付款后，点击客户姓名下方的 :guilabel:`开票` 即可为该订单开具发票。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:69 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "选择付款方式，然后点击 :guilabel:`验证`。**发票**将自动出具，并可下载和/或打印。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:73 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "要开具发票，必须选择 :ref:`客户 `。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 msgid "Retrieve invoices" msgstr "检索开票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 msgid "To retrieve invoices from the **POS dashboard**," msgstr "从 **POS 面板**检索发票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:80 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "通过 :menuselection:`销售点 --> 订单 --> 订单` 访问通过 POS 发出的所有订单；" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:82 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." msgstr "要访问订单发票，请选择订单打开**订单表**，然后单击 :guilabel:`发票`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "订单表单中的发票智能按钮" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:89 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "**已开票订单**可通过 :guilabel:`状态` 列中的 :guilabel:`已开票` 状态来识别。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:91 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "点击 :guilabel:`筛选器` 和 :guilabel:`已开票` 可将订单列表筛选为已开发票订单。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 msgid "QR codes to generate invoices" msgstr "生成发票的二维码" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:97 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " "information and click :guilabel:`Get my invoice`. On the one hand, doing so " "generates an invoice available for download. On the other hand, the order " "status goes from :guilabel:`Paid` or :guilabel:`Posted` to " ":guilabel:`Invoiced` in the Odoo backend." msgstr "" "客户也可以通过扫描印在收据上的**二维码**来索取发票。扫描后，他们必须在表格中填写账单信息，然后点击 " ":guilabel:`获取我的发票`。一方面，这样做会生成可供下载的发票。另一方面，订单状态将从 Odoo 后台的 :guilabel:`已支付` 或 " ":guilabel:`已发布` 变为 :guilabel:`已开票`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "订单状态更改" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:106 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " "the POS in the :guilabel:`Point of Sale` field, scroll down to the " ":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on " "ticket`." msgstr "" "要使用此功能，您必须进入 :menuselection:`POS --> 配置 --> 设置`，启用收据上的二维码。然后，在 " ":guilabel:`POS` 字段中选择销售点，向下滚动到 :guilabel:`账单和收据` 部分并启用 :guilabel:`在票据上二维码`。" #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "报告" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "查看统计数据" #: ../../content/applications/sales/point_of_sale/reporting.rst:8 msgid "" "To access your statistics, go to :menuselection:`Point of Sale --> Reporting" " --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " "(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." msgstr "" "要访问统计数据，请转到 :menuselection:`POS --> 报告 --> 订单`。或从 " "**POS仪表板**，单击垂直省略号（:guilabel:`⋮`）按钮、:guilabel:`报告`和:guilabel:`订单`。" #: ../../content/applications/sales/point_of_sale/reporting.rst:12 msgid "" "These statistics are available in a graph or pivot view that you can filter " "or group depending on your needs." msgstr "这些统计数据以图表或透视图的形式提供，您可以根据需要对其进行筛选或分组。" #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "餐厅功能" #: ../../content/applications/sales/point_of_sale/restaurant.rst:7 msgid "" "Managing a restaurant or a bar comes with specific needs. The Point of Sale " "application provides various features that allow performing all the required" " tasks in such businesses." msgstr "管理餐厅或酒吧有其特定的需求。销售点应用程序提供了各种功能，可以执行此类业务所需的所有任务。" #: ../../content/applications/sales/point_of_sale/restaurant.rst:10 msgid "Once the POS is set to be used in a restaurant or a bar, you can:" msgstr "将 POS 设置为在餐厅或酒吧使用，就可以：" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid "" ":doc:`organize your floors and tables to reflect your interior " "`;" msgstr ":doc:`管理楼层和桌台，以反映内部设计`；" #: ../../content/applications/sales/point_of_sale/restaurant.rst:13 msgid ":ref:`take orders `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 msgid "" ":doc:`communicate with the kitchen or the bar through the POS " "`;" msgstr ":doc:` 通过 POS ` 与厨房或酒吧沟通；" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid "" ":doc:`print bills in advance and split them `;" msgstr ":doc:`提前打印账单并将其拆分 `；" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr ":doc:`收集小费 `；以及" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid "" ":doc:`set different taxes for takeaway food `." msgstr ":doc:`为外卖食品设置不同的税额 `。" #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 msgid "" "To enable the restaurant and bar-specific features, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, select the " "POS, and activate :guilabel:`Is a Bar/Restaurant`." msgstr "" "要启用餐厅和酒吧专用功能，请进入:menuselection:`POS --> 配置 --> 设置`，选择销售点，激活 " ":guilabel:`酒吧/餐厅`。" #: ../../content/applications/sales/point_of_sale/restaurant.rst:25 msgid "" "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "这些功能显示在:guilabel:`餐厅与酒吧`部分。" #: ../../content/applications/sales/point_of_sale/restaurant.rst-1 msgid "restaurant and bar-specific features" msgstr "餐厅和酒吧专用功能" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "账单" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5 msgid "" "Typical practices in restaurants or bars are to request the bill before " "proceeding to payment or splitting it based on the items ordered. Odoo POS " "provides two features to perform these tasks seamlessly: **Bill Printing** " "and **Bill Splitting**." msgstr "" "餐厅或酒吧的通常是在付款前要求开具账单，或根据所点项目进行分账。Odoo POS 提供两种功能，可无缝执行这些任务：**打印账单**和**分割账单**。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12 msgid "" "To activate the features, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`, select the POS, and activate :guilabel:`Early " "Receipt Printing` and :guilabel:`Allow Bill Splitting` in the " ":guilabel:`Restaurant & Bar` section." msgstr "" "要激活这些功能，请访问:menuselection:`销售点-->配置-->设置`，选择销售点，并在:guilabel:`餐厅和酒吧`部分激活:guilabel:`提前打印收据`和:guilabel:`允许分割账单`。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1 msgid "" "activate the bill printing and bill splitting features in the POS settings" msgstr "在 POS 设置中激活打印账单和分割账单功能" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "账单打印" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23 msgid "" "From an open session, click :menuselection:`Bill --> Print` at any moment to" " generate and print a bill." msgstr "在打开会话中，随时点击 :menuselection:`账单 --> 打印` 即可生成并打印账单。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27 msgid "" "The printed bill is **not** final and will be updated to reflect any changes" " to the order." msgstr "打印的账单**并非**最终账单，将根据订单的任何变更进行更新。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "账单拆分" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32 msgid "" "From an open session, click :guilabel:`Split` to select the items to " "regroup. Once everything is selected, click :guilabel:`Payment` and proceed " "to checkout for these items. Repeat for each guest." msgstr "" "在打开的会话中，单击 :guilabel:`拆分` 选择要重新组合的项目。全部选中后，单击 :guilabel:`支付` " "并继续为这些项目结账。为每个客人重复此操作。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36 msgid "" "Once you return to the table, the selected items are no longer on order, as " "they have been paid for." msgstr "一旦您返回餐桌，选定的项目将不再处于点菜状态，因为它们已经付款。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38 msgid "The feature is available as soon as at least two items are ordered." msgstr "只要订购至少两件商品，即可使用该功能。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41 msgid ":doc:`floors_tables`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3 msgid "Floors and tables management" msgstr "楼层和桌台管理" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:6 msgid "Add a floor" msgstr "添加楼层" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:8 msgid "" "Once your *Point of Sale* has been configured, select *Table Management* " "under :menuselection:`Point of Sale --> Configuration --> Point of Sale`. " "Then, click on *Floors* to create and name your floor and tables." msgstr "" "一旦配置了 *POS* ，请在:menuselection:`销售点 --> 配置 --> 销点` 下选择 *桌子管理* 。 然后，单击 *楼面* " "以创建并命名您的楼面和桌子。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "" "View of the table management feature. Way to manage and create floors for a " "pos" msgstr "餐桌管理功能视图。为销售点管理和创建楼层的方法" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "" "Backend view of a restaurant floor. Table name and number of sits for each " "table" msgstr "餐厅楼层后端视图。餐桌名称和餐桌座位数" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:21 msgid "Don’t forget to link your floor to your point of sale." msgstr "不要忘记将楼面连接到POS。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:24 msgid "Add tables" msgstr "添加餐台" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:26 msgid "" "To add tables, you can also open your PoS interface to see your floor(s)." msgstr "要添加表格，您还可以打开PoS界面查看楼层。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the floors menu to manage several floors at the same time" msgstr "楼层菜单视图，用于同时管理多个楼层" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:33 msgid "" "Then, click on *Edit Mode* (pencil icon on the upper right corner) to be " "allowed to create, move, modify tables, etc." msgstr "然后，单击 *编辑模式*（右上角的铅笔图标）以允许创建，移动，修改表格等。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "" "View of the floor management. Add tables, the number of sits, their name and" " their shape" msgstr "楼层管理视图。用于添加餐桌、座位、名称和形状" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:41 msgid "" "To make your table easier to be found, you can rename them, change their " "shape, size or even color. It is also possible to add the maximum number of " "sits the table can have." msgstr "为了使桌子更易于查找，您可以对其进行重命名，更改其形状，大小甚至颜色。 也可以增加桌子可以容纳的最大座位数。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:48 msgid "Register your table(s) orders" msgstr "登记餐台订单" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:50 msgid "" "To register an order, click on the respective table. By doing so, you are " "taken to your main interface." msgstr "要登记订单，请单击相应的桌子。 这样，您将进入主界面。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the pos interface to register orders" msgstr "销售点界面视图，用于登记餐单" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:58 msgid "Transfer customer(s)" msgstr "调换顾客" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:60 msgid "" "If your customers want to move to another table after they already ordered, " "use the transfer button. This way, the order is also moved to the new table." msgstr "如果您的客户在登记后想移到另一张桌子，请使用转移按钮。 这样，订单也将移至新桌子。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:64 msgid "To do so, select the table your customer is currently on." msgstr "为此，请选择客户当前所在的桌子。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the restaurant tables, one having a pending order" msgstr "餐厅餐桌视图，一个待处理餐单" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:70 msgid "" "Now, click on the transfer button and select the table to which you are " "transferring your customer." msgstr "现在，单击转移按钮，然后选择要将客户转移到的桌子。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "" "View of the pos interface and transfer button. How to transfer customers from one table\n" "to another" msgstr "" "销售点界面和转移按钮视图。如何变更顾客的\n" "餐桌" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:79 msgid "Register an additional order" msgstr "登记额外的订单" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:81 msgid "" "When registering an order, use the + button to simultaneously proceed to " "another one." msgstr "登记订单时，请使用+按钮 同时亦可管理进行中的其他订单。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84 msgid "" "Then, you can shift between your orders and process the payment when needed." msgstr "然后，您可以在订单之间切换并在需要时处理付款。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the - button, allowing employees to close/remove an order" msgstr "-按钮视图，供员工关闭/删除餐单" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:92 msgid "The - button allows you to remove the order you are currently on." msgstr "\"-\" 按钮可让您删除当前的订单。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "订单打印中" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5 msgid "" "Integrating printers in a restaurant or bar's workflow can enhance " "communication and collaboration between the front-of-house and back-of-house" " teams, leading to a more streamlined and efficient service." msgstr "将打印机整合到餐厅或酒吧的工作流程中，可以加强前厅和后厨团队之间的沟通与协作，从而提供更简化、更高效的服务。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "启用和创建打印机" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17 msgid "" "To enable sending orders to a kitchen or bar printer, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down " "to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen " "Printers`. Type in a name for the printer in the :guilabel:`Printers` field " "and click :guilabel:`Create and edit...` to open a setup form." msgstr "" "要启用向厨房或酒吧打印机发送订单，请进入 :menuselection:`POS --> 配置 --> 设置`，向下滚动到 " ":guilabel:`餐厅和酒吧` 部分，并启用 :guilabel:`厨房打印机`。在 :guilabel:`打印机` 字段中输入打印机名称，然后单击" " :guilabel:`创建和编辑...`，打开设置表单。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22 msgid "" "To get a list of all the printers already created or to modify an already " "created printer, click :guilabel:`--> Printers` and select the desired " "printer to open the setup form." msgstr "要获取已创建的所有打印机的列表或修改已创建的打印机，请单击 :guilabel:`--> 打印机` 并选择所需的打印机以打开设置表单。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "settings to enable the kitchen printers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 msgid "Setup form" msgstr "设置表单" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34 msgid "" "From the :ref:`setup form `, select the " ":guilabel:`Printer Type` according to your installation:" msgstr "从 :ref:`设置表单 ` 中，根据安装情况选择 :guilabel:`打印机类型`：" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37 msgid "" "If your printer is connected to an IoT box, select :guilabel:`Use a printer " "connected to the IoT Box` and select the device in the :guilabel:`IoT " "Device` field." msgstr "" "如果打印机连接到物联网盒子，请选择 :guilabel:`使用连接到物联网盒子的打印机`，并在:guilabel:`物联网设备` 字段中选择设备。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39 msgid "" "If you use an Epson printer that does not need an IoT box, select " ":guilabel:`Use an Epson printer` and enter the printer's IP address in the " ":guilabel:`Epson Printer IP Address` field." msgstr "" "如果使用的爱普生打印机不需要物联网盒子，请选择 :guilabel:`使用爱普生打印机`，并在 :guilabel:`爱普生打印机 IP 地址` " "字段中输入打印机的 IP 地址。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43 msgid ":doc:`/applications/general/iot/config/connect`" msgstr ":doc:`/applications/general/iot/config/connect`" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44 msgid ":doc:`/applications/general/iot/devices/printer`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45 msgid ":doc:`../configuration/epos_ssc`" msgstr ":doc:`../configuration/epos_ssc`" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47 msgid "" "Set your printer to print specific products based on their POS category. To " "do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product " "Categories` field. If you leave this field empty, all products are sent to " "the printer regardless of their POS category." msgstr "" "根据 POS 类别设置打印机打印特定产品。为此，请单击 :guilabel:`打印产品类别` 字段中的 " ":guilabel:`添加行`。如果将此字段留空，则所有产品都会发送到打印机，无论其 POS 类别如何。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "setup form to configure a kitchen printer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56 msgid "Print orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58 msgid "" "From an open session, start taking an order and click :guilabel:`Order` to " "send it to the bar or the kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "order button from the POS UI to send orders to a kitchen or a bar" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66 msgid "" "When products can be printed, they appear in green in the cart, and the " "order button turns green." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Tips" msgstr "提示" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5 msgid "" "Tipping is customary in multiple countries. Point of Sale allows tipping in " ":ref:`shops `, :doc:`bars <../restaurant>`, or :doc:`restaurants " "<../restaurant>`." msgstr "" "小费是多个国家的习俗。销售点允许在 :ref:`商店 `, :doc:`酒吧 <.../restaurant>` 或 " ":doc:`餐厅 <.../restaurant>` 支付小费。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13 msgid "" "To allow tipping in your POS, activate the :guilabel:`Tips` feature in " ":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of" " the page, select the POS in which you wish to allow **tipping**, scroll " "down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once " "enabled, add a :guilabel:`Tip Product` in the corresponding field, and save." " The designated product will be used as a reference on customers' receipts." msgstr "" "要在销售点系统中允许支付小费，请在:menuselection:`销售点-->配置-->设置`中激活:guilabel:`小费`功能。在页面顶部，选择您希望允许**小费**的销售点，向下滚动到:guilabel:`付款`部分并选中:guilabel:`小费`。启用后，在相应字段中添加" " :guilabel:`小费产品` 并保存。指定的产品将用作客户收据上的参考。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "enable tips in a POS" msgstr "在 POS 中启用小费" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25 msgid "Tip products" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27 msgid "" "**Tip products** can be created on the spot. To do so, enter a product's " "name in the :ref:`Tip Product ` field and click " ":guilabel:`Create` or press **enter**. The product is automatically " "configured to be used as a tip at the payment screen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31 msgid "" "However, if you wish to be able to select the tip product in a POS session, " "you must activate the **Available in POS** setting. To do so, click " ":guilabel:`Create and edit...` to open the product configuration form. Then," " go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` " "checkbox, and click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37 msgid "" "When you create a product to use as a tip, leave the **product type** as " ":guilabel:`Consumable` to avoid unnecessary inventory movements." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39 msgid "" "You can only select one tip product per POS, but you can choose a different " "one for each." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72 msgid "Tip using an Adyen terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44 msgid "" "If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment " "terminal and wish to enable **tips** using the terminal, check " ":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip " "settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79 msgid "Tip after payment" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51 msgid "" "If you use a POS system in a bar or a restaurant, you can enable " ":guilabel:`Add tip after payment (North America specific)`. Doing so " "generates a bill to print and complete manually by the customer and the " "waiter. That bill indicates the tip value the customer chooses to give after" " the payment." msgstr "" "如果您在酒吧或餐馆使用 POS 系统，可以启用 " ":guilabel:`付款后添加小费（北美专用）`。这样做会生成一张账单，由顾客和服务员手动打印和填写。账单会显示顾客选择在付款后支付的小费金额。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56 msgid "" "To use this feature, the selected payment method must have a bank journal " "attributed." msgstr "要使用此功能，所选付款方式必须有银行日记账。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "添加提示" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61 msgid "" "To add tips to an order, :ref:`access the payment screen ` and " "click :guilabel:`♥ Tip`. Then, enter the tipping amount, click " ":guilabel:`Confirm` to validate, and process the payment." msgstr "" "要在订单中添加小费，:ref:`进入付款页面 ` 并点击 :guilabel:`♥小费`。然后，输入小费金额，点击 " ":guilabel:`确认` 验证，并处理付款。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tip popup window" msgstr "提示弹出窗口" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67 msgid "" "Alternatively, you can select the :ref:`tip product ` on the " "POS interface to add it to the cart. When selected, the product is " "automatically set as a tip, and its default value equals its **Sales " "Price**." msgstr "" "或者，您也可以在 POS 界面选择 :ref:`提示产品`，将其添加到购物车。选中后，产品会自动设置为小费，其默认值等于**销售价格**。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74 msgid "" "During checkout, select **Adyen** as the payment terminal, and send the " "payment request to the device by clicking :guilabel:`Send`. The customers " "are asked to enter the desired tipping amount on the terminal's screen " "before proceeding to the payment." msgstr "" "结账时，选择 **Adyen** 作为支付终端，点击 " ":guilabel:`发送`将支付请求发送到设备。客户需要在终端屏幕上输入所需的小费金额，然后才能继续付款。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81 msgid "" "At checkout, select a card payment method and click :guilabel:`Close Tab`. " "Doing so generates a bill to complete by the customer." msgstr "结账时，选择一种银行卡付款方式，然后点击 :guilabel:`关闭选项卡`。这样就会生成一份账单，由客户填写。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tipping bill after payment to complete by customers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87 msgid "" "On the following screen, click the percentage (:guilabel:`15%`, " ":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping " "amount the customer chose to give. Then, click :guilabel:`Settle` to move to" " the following order." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "screen to select a tip amount to collect after payment" msgstr "" #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Shop features" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3 msgid "Barcodes" msgstr "条形码" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5 msgid "" "Using a barcode scanner to process point-of-sale orders improves your " "efficiency in providing quicker customer service. Barcode scanners can be " "used both to scan products or to log employees into a POS session." msgstr "使用条形码扫描仪处理销售点订单可提高您提供快速客户服务的效率。条形码扫描仪既可用于扫描产品，也可用于将员工登录到 POS 会话中。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12 msgid "" "To use a barcode scanner, you must enable the feature in the Inventory app. " "Go to :menuselection:`Inventory --> Configuration --> Settings`, in the " ":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save." msgstr "" "要使用条码扫描器，必须在库存应用程序中启用该功能。进入 :menuselection:`库存 --> 配置 --> 设置`，在 " ":guilabel:`条形码` 部分，勾选 :guilabel:`条形码扫描器` 并保存。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "在库存应用程序中设置条形码" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" ":doc:`设置条形码扫描仪`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" ":doc:`激活条形码扫描仪`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24 msgid "" "Once enabled in **Inventory**, you can use the barcode feature in **Point of" " Sale** with products that have a barcode number assigned." msgstr "在**库存**中启用条形码功能后，您就可以在**销售点**中对已分配条形码编号的产品使用条形码功能。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "分配条形码" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33 msgid "" "To use this feature in POS, your products must have barcodes assigned. To do" " so, go to :menuselection:`Point of Sale --> Products --> Products` and open" " a **product form**. Add a barcode number in the :guilabel:`Barcode` field " "in the :guilabel:`General Information` tab." msgstr "" "要在 POS 中使用此功能，您的产品必须指定条形码。为此，请转到 :menuselection:`POS --> 产品 --> 产品` " "并打开**产品表单**。在 :guilabel:`一般信息` 标签的 :guilabel:`条形码` 字段中添加条形码编号。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40 msgid "" "To add an identification number to an employee, go to the **Employees** app " "and open an **employee form**. Choose an identification number for your " "employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR " "Settings` tab." msgstr "" "要为员工添加识别码，请进入**员工**应用程序并打开**员工表单**。为员工选择一个识别码，并在:guilabel:`人力资源设置`选项卡中填写:guilabel:`PIN" " 码`字段。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "使用条形码" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "扫描产品" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50 msgid "" "Scan a product's barcode using a barcode scanner. Doing so adds it directly " "to the cart. To change the quantity, scan a product as many times as needed," " or click :guilabel:`Qty` and enter the number of products using the keypad." msgstr "" "使用条形码扫描仪扫描产品的条形码。这样做可将其直接添加到购物车中。要更改数量，请根据需要多次扫描产品，或单击 :guilabel:`数量` " "并使用键盘输入产品数量。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54 msgid "" "You can also enter the barcode number manually in the search bar to look for" " the product. Then, click it to add it to the cart." msgstr "您也可以在搜索栏中手动输入条形码编号来查找产品。然后，点击它将其添加到购物车。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60 msgid "" "You can also use a barcode scanner to log your employees. To do so, " ":ref:`restrict access ` to the POS and " ":ref:`use barcodes to log your employees in ` your " "POS." msgstr "" "您也可以使用条形码扫描仪记录员工信息。要执行此操作，:ref:`限制对 POS 的 ` " "访问，并 :ref:` 使用条形码在 ` POS 中记录员工信息。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 msgid "Customer display" msgstr "客户显示器" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5 msgid "" "The **customer display** feature provides customers with real-time checkout " "updates on a secondary display." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer screen" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14 msgid "" "Depending on your POS setup, the feature can be displayed :ref:`locally on a" " secondary screen ` or on :ref:`another monitor " "connected to an IoT Box `." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18 msgid "" "To activate the feature, go to the POS settings, scroll down to the " ":guilabel:`Connected Devices` section, and tick the :guilabel:`Customer " "Display` checkbox." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer display setting checkbox" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27 msgid "Local" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29 msgid "" "Connect a second screen to your POS and :ref:`open a POS session " "`. Then, click the screen icon to open a new window to " "drag and drop onto the second screen." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35 msgid "IoT box" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37 msgid "" "Connect an IoT box to your database and the second screen to the IoT box. " "Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, " "scroll down to the :guilabel:`Connected Devices` section, tick the " ":guilabel:`IoT Box` checkbox, and select the second monitor in the " ":guilabel:`Customer Display` field." msgstr "" "将一个物联网盒子连接到数据库，将第二个屏幕连接到物联网盒子。然后，进入 :menuselection:`销售点 --> 配置 --> 设置`，向下滚动到" " :guilabel:`已连接设备` 部分，勾选 :guilabel:`物联网盒子` 复选框，并在 :guilabel:`客户显示屏` " "字段中选择第二个显示器。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "iot setting to connect a customer display" msgstr "连接至顾客显示屏的物联网设定" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:46 msgid "Both devices need to be connected to the same local network." msgstr "两台设备需要连接到同一个本地网络。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49 msgid ":doc:`../../../general/iot/config/pos`" msgstr ":doc:`../../../general/iot/config/pos`" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr "销售订单" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5 msgid "" "When working in retail, you might need to order products directly from your " "Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo" " Sales, meaning that you can create a sales order and pay for it directly " "from your point of sale." msgstr "在零售业工作中，您可能需要直接从销售点订购产品。Odoo销售点与Odoo销售完全集成，您可以创建销售订单，并直接在销售点付款。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "选择销售订单" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12 msgid "" "From the **Point of Sale** application, open a new session. Then, click on " ":guilabel:`Quotations/Orders` to get the complete list of quotations and " "sales orders created on the sales application." msgstr "在**销售点**应用程序打开新会话。然后，单击：guilabel：`报价/订单`，获取在销售应用程序中创建的报价和销售订单的完整列表。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "销售点界面中的报价和销售订单按钮" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21 msgid "" "To ease finding the right sales order, you can filter that list on the " "**customer** or on the **order reference**. You can also set the customer " "before clicking on :guilabel:`Quotations/Orders` to reduce the list to one " "particular customer." msgstr "" "为了方便查找正确的销售订单，您可以根据**客户**或**订单参考**筛选列表，或在单击：guilabel：`报价/订单`之前设置客户，以便将列表缩小为只包含特定客户。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "申请首付款或结算订单" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28 msgid "From the list of sales order, select one to make a payment." msgstr "选择销售订单列表中的一项进行付款。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "销售订单和报价列表视图" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "你可以选择:" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36 msgid "" "Settle the order **partially**: after clicking on :guilabel:`Apply a down " "payment`, enter the percentage of down payment you want the customer to pay." " Then, click on :guilabel:`ok` and proceed with the order." msgstr "" "结算**部分**订单：单击：guilabel：`申请首付款`后，输入您希望客户支付的首付款百分比。然后，单击：guilabel：`确定`，继续订单。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39 msgid "" "Settle the order **completely**: click on :guilabel:`Settle the order` to " "pay for the total of the sales order." msgstr "结算**全部**订单：单击：guilabel：`结算订单`，以支付销售订单总额。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43 msgid "" "Once you settle a sales order, the applied down payment is automatically " "deducted from the total amount." msgstr "结算销售订单后，首付款自动从总额扣除。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47 msgid ":doc:`/applications/sales/sales/invoicing/down_payment`" msgstr ":doc：`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3 msgid "Serial numbers and lots" msgstr "序列号和批次" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5 msgid "" "Working with **serial numbers** and **lots** allows tracking your products' " "movements. When products are tracked, the system identifies their location " "based on their last movement." msgstr "您可以使用**序列号**和**批次**追踪产品移动。追踪产品时，系统会根据产品的上次移动确定其位置。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8 msgid "" "To enable traceability, go to :menuselection:`Point of Sale --> Products -->" " Products`. Then, select a product and check the :guilabel:`Tracking By " "Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the " ":guilabel:`Inventory` tab." msgstr "" "启用追溯，跳转至：菜单选择：`销售点-->产品-->产品`。然后，选择产品，并选中：guilabel：`库存'选项卡中的：guillabel：`按唯一序列号跟踪`或：guilab" " el:`按批次跟踪`框。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "启用追溯设置" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "序列号和批次导入" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19 msgid "" "You can import serial numbers in Point of Sale. To do so, select a **sales " "order** or a **quotation** containing tracked products. Then, agree to load " "the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`." msgstr "" "您可以在销售点导入序列号。选择**销售订单**或包含追踪产品的**报价**。然后，同意加载链接至：abbr：`销售订单`的**批次或序列号**。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Pop-up window for serial number import" msgstr "序列号导入弹窗" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28 msgid "" "The imported tracking numbers appear below the tracked products. You can " "modify them by clicking on the list-view button next to the products." msgstr "导入的追踪号显示在追踪产品下方。您可以单击产品旁边的列表视图按钮修改追踪号。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37 msgid ":doc:`../shop/sales_order`" msgstr ":doc：`../shop/sales_order`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40 msgid "Serial numbers and lots creation" msgstr "序列号和批次创建" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42 msgid "" "If a tracked product is available in your POS, adding the product to the " "cart opens a pop-up window where you can type or scan the product's serial " "or lot numbers. To add more than one of the same tracked products, click on " "**enter** to validate and start a new line." msgstr "" "如果您的销售点中有追踪产品，将产品添加至购物车时，将弹出窗口，您可以在弹窗中输入或扫描产品的序列号或批号。添加多个相同追踪产品，单击**输入**，以验证并开始新的一行。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "添加序列号和批号" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52 msgid "" "Changing a tracked product's quantity using the numpad turns the list-view " "button red. Click on it to add the missing lot and serial numbers." msgstr "使用numpad修改追踪产品的数量后，列表视图按钮变为红色。单击按钮可添加丢失的批号和序列号。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54 msgid "" ":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked " "products but not mandatory. Meaning that not attributing some or any does " "**not** prevent from completing the sale." msgstr "：guilabel：`批号和序列号`是：guillabel：`要求`，但并非是强制性的。这意味着，不归属于某一或任何批次并不妨碍完成销售。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3 msgid "Ship later" msgstr "稍后发货" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5 msgid "" "The **Ship Later** feature allows you to sell products and schedule delivery" " at a later date. It is useful, for example, when a product is out of stock " "or so voluminous that it requires to be shipped, or if, for any reason, the " "customer needs their order to be shipped later, etc." msgstr "" "**稍后发货** 功能让你可先销售产品，然后安排稍后出货。 " "举例，若产品缺货、数量过多而引致需要有货运安排，或因任何原因导致客户需要稍后才送货，此功能便很有用。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12 msgid "" ":ref:`Go to the POS settings `, scroll down to the " ":guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`." msgstr "" ":ref:`进入 POS 设置 `，向下滚动到 :guilabel:`库存` 部分，并启用 " ":guilabel:`允许稍后发货`。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "settings to enable and configure the ship later feature" msgstr "启用及配置稍后发货功能的设定" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19 msgid "Once activated, you can:" msgstr "启动功能后，您可以：" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21 msgid "" "Choose the location from where the products are shipped by selecting a " ":guilabel:`Warehouse`." msgstr "选择 :guilabel:`仓库` 发送产品的地点。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22 msgid "" "Define a :guilabel:`Specific route`, or leave this field empty to use the " "default route." msgstr "定义 :guilabel:`特别路线`，或留空此字段以使用默认路径。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23 msgid "" "Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as " "possible` if the products can be delivered separately or :guilabel:`When all" " products are ready` to ship all the products at once." msgstr "" "定义 :guilabel:`运送政策`：如果产品可以分开发货，请选择 " ":guilabel:`尽快`。如果要一次性发货，请选择:guilabel:`当所有产品准备就绪时`。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`" msgstr "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29 msgid "" ":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`" msgstr "" ":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34 msgid ":ref:`Open a session ` and make a sale." msgstr ":ref:`打开会话 ` 并进行销售。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35 msgid "" "On the payment screen, set a customer and select :guilabel:`Ship Later`." msgstr "在付款页面，设置客户并选择 :guilabel:`稍后发货`。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36 msgid "" "On the popup window, set a shipping date and click :guilabel:`Confirm` to " "proceed to payment." msgstr "在弹出窗口中，设置发货日期，然后点击 :guilabel:`确认` 以继续付款。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "selecting ship later at checkout." msgstr "结账时选择稍后发货。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42 msgid "" "The system instantly creates a delivery order from the warehouse to the " "shipping address." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45 msgid "" "The selected customer must have referenced an address in the system for " "products to be shipped." msgstr "" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "出租" #: ../../content/applications/sales/rental.rst:5 msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." msgstr "**Odoo租赁 **一个全面的解决方案来管理您的租金。" #: ../../content/applications/sales/rental.rst:7 msgid "" "From a single view, you can send out quotations, confirm orders, schedule " "rentals, register when products are picked up and returned, and invoice your" " customers." msgstr "从单一视图中，您可以发送报价、确认订单、安排租赁、在提货和退货时注册，以及向客户开具开票。" #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "`Odoo 租赁：产品页面`_" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "`Odoo 教程：租赁`_" #: ../../content/applications/sales/rental.rst:17 msgid "Rental Pricing" msgstr "租赁价格" #: ../../content/applications/sales/rental.rst:22 msgid "" "Go to :menuselection:`Rental --> Products`, select or create a product, and " "click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" " price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " "*Duration*, and a *Price*. You can add as many price lines as necessary, " "usually to give out discounts for longer rental durations." msgstr "" "转到：菜单选择：`租赁-->产品`，选择或创建产品，然后单击产品的*租赁*选项卡。在*租赁定价*下，单击*添加价格*。然后选择时间的*单位（小时、天、周或月）、*持续时间*和*价格*。您可以根据需要添加任意多的价格行，通常是为了为更长的租期提供折扣。" #: ../../content/applications/sales/rental.rst-1 msgid "Example of rental pricing configuration in Odoo Rental" msgstr "Odoo租赁的租赁定价配置示例" #: ../../content/applications/sales/rental.rst:32 msgid "" "Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." " You can also set a *Security Time*, expressed in hours, to make the product" " temporarily unavailable between two rental orders." msgstr "" "在*预订*项下，您可以对任何*额外一小时*或*额外一天*增加罚款。您还可以设置*安全时间*，以小时表示，以使产品在两次租赁订单之间暂时不可用。" #: ../../content/applications/sales/rental.rst:37 msgid "" "If you want to rent a product created outside of the Rental app, do not " "forget to tick *Can be Rented* under the product's name. By default, this " "option is ticked when you create a product directly from the Rental app." msgstr "" "如果您想租用在租赁应用程序之外创建的产品，请不要忘记在产品名称下勾选*可租用*。默认情况下，当您直接从租赁应用程序创建产品时，此选项被勾选。" #: ../../content/applications/sales/rental.rst:42 msgid "Computing" msgstr "计算" #: ../../content/applications/sales/rental.rst:44 msgid "" "Odoo always uses two rules to compute the price of a product when you create" " a rental order:" msgstr "在创建租赁订单时，Odoo总是使用两条规则来计算产品的价格：" #: ../../content/applications/sales/rental.rst:46 msgid "Only one price line is used." msgstr "仅使用一个价格行。" #: ../../content/applications/sales/rental.rst:47 msgid "The cheapest line is selected." msgstr "选择最便宜的线路。" #: ../../content/applications/sales/rental.rst:50 msgid "Consider the following rental pricing configuration for a product:" msgstr "考虑产品的以下租赁定价配置：" #: ../../content/applications/sales/rental.rst:52 msgid "1 day: $100" msgstr "1 天: $100" #: ../../content/applications/sales/rental.rst:53 msgid "3 days: $250" msgstr "3 天: $250" #: ../../content/applications/sales/rental.rst:54 msgid "1 week: $500" msgstr "1 周: $500" #: ../../content/applications/sales/rental.rst:56 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "一位客户想租用该产品八天。他们将支出什么价格？" #: ../../content/applications/sales/rental.rst:58 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "创建订单后，Odoo选择第二行，因为这是最便宜的选项。客户必须支付三次“3天”的费用来支付租金的8天，总计750美元。" #: ../../content/applications/sales/rental.rst:64 msgid "Customer signature" msgstr "客户签名" #: ../../content/applications/sales/rental.rst:66 msgid "" "You can ask your customers to sign a rental agreement outlining the " "arrangement between you and your customers before they pick up products to " "make sure your products are returned on time and in their original " "condition. To do so, go to :menuselection:`Rental --> Configuration --> " "Settings`, activate *Digital Documents*, and *Save*." msgstr "" "您可以要求您的客户签署租赁协议，概述您和您的客户在提货之前的安排，以确保您的产品按时归还，并保持其原始状态。要执行此操作，请转至：菜单选择：`租赁-->配置-->设置`，活动*数字文件*，并且*保存*。" #: ../../content/applications/sales/rental.rst-1 msgid "Digital Documents settings in Odoo Rental" msgstr "Odoo租赁中的数字文件设置" #: ../../content/applications/sales/rental.rst:76 msgid "" "This feature requires the :doc:`Sign <../productivity/sign>` app. If " "necessary, Odoo installs it after activating *Digital Documents*." msgstr "" #: ../../content/applications/sales/rental.rst:79 msgid "" "Once the app settings are saved, you have the option to change the default " "*Rental Agreement* from the dropdown menu. You can pick any document already" " uploaded to the *Sign* app, or upload a new one to the *Sign* app by " "clicking on *Upload Template*." msgstr "" "保存应用程序设置后，您可以从下拉菜单中选择更改默认的*租赁协议*。你可以选择已经上传到*签名*应用程序的任何文档，或者通过单击*上传模板*将新文档上传到*签名*应用程序。" #: ../../content/applications/sales/rental.rst:83 msgid "" "To request a customer signature, select a confirmed rental order, click on " "*Sign Documents*, choose the document template and click on *Sign Documents*" " again. On the next window, select your customer and click on *Sign Now* to " "start the signing process with your customer. Once the document is " "completed, click on *Validate & Send Completed Document*." msgstr "" "要请求客户签名，请选择已确认的租赁订单，单击*签署文档*，选择文档模板，然后再次单击*签署文档*。在下一个窗口中，选择您的客户并单击*立即签名*开始与客户的签名过程。文档完成后，单击*验证并发送已完成的文档*。" #: ../../content/applications/sales/rental.rst:89 msgid "`Odoo Tutorials: Sign `_" msgstr "`Odoo 教程: 签署 `_" #: ../../content/applications/sales/rental.rst:94 msgid "Pickup and Return receipt" msgstr "取货和退货收据" #: ../../content/applications/sales/rental.rst:96 msgid "" "You can print and give your customers receipts when they pick up and/or " "return products. To do so, open any rental order, click on *Print* and " "select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " "information about the current status of the rented items: which were picked " "up, when they are expected to be returned, which were returned, and " "potential rental delay costs." msgstr "" "当客户提货和/或退货时，您可以打印并给他们收据。要执行此操作，请打开任何租赁订单，单击*打印*并选择*取货和退货收据*。然后，Odoo生成了一个PDF文件，详细介绍了有关租赁物品当前状态的所有信息：哪些物品被捡到，预计何时归还，哪些物品被归还，以及潜在的租赁延迟成本。" #: ../../content/applications/sales/rental.rst-1 msgid "Printing a Pickup and Return receipt in Odoo Rental" msgstr "在Odoo租赁中打印提货和退货收据" #: ../../content/applications/sales/sales.rst:10 msgid "" "**Odoo Sales** is the application to run your sales process (from quotation " "to sales order) and deliver and invoice what has been sold." msgstr "**Odoo 销售 **一个应用程序，用于运行您的销售流程（从报价单到销售订单），并交付和开具已售出的开票。" #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "`Odoo 教程: 销售教程 `_" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "亚马逊联接器" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector features" msgstr "亚马逊连接器特点" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" "The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " "considerably reduces the amount of time spent manually entering Amazon " "orders (from the Amazon Seller account) into Odoo. It also allows users to " "accurately keep track of Amazon sales in Odoo." msgstr "" "*亚马逊连接器*可在亚马逊和 Odoo 之间同步订单，从而大大减少了将亚马逊订单（来自亚马逊卖家账户）手动输入 Odoo 的时间。它还允许用户在 " "Odoo 中准确追踪亚马逊的销售情况。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 msgid "Supported features" msgstr "支持的功能" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The Amazon Connector is able to:" msgstr "亚马逊连接器能够：" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" "Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " "their order items, which include:" msgstr "同步（亚马逊到 Odoo）所有已确认订单（包括 FBA 和 FBM）及其订单项目，其中包括：" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "product name, description, and quantity" msgstr "产品名称、描述和数量" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "shipping costs for the product" msgstr "产品的运输成本" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "gift wrapping charges" msgstr "礼品包装费" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" "Create any missing partner related to an order in Odoo (contact types " "supported: contact and delivery address)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:24 msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "Support multiple seller accounts." msgstr "支持多个卖方帐户。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple marketplaces per seller account." msgstr "每个卖方帐户支持多个市场。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "" "The following table lists capabilities provided by Odoo when using the " "Amazon Connector:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:33 msgid "Fulfilled By Amazon (FBA)" msgstr "由亚马逊履行(FBA)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:33 msgid "Fulfilled By Merchant (FBM)" msgstr "由贸易商履行 (FBM)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "**Orders**" msgstr " **** " #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Synchronize shipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Synchronize unshipped and canceled orders." msgstr "同步未发货和已取消的订单。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:38 msgid "**Shipping**" msgstr " **** " #: ../../content/applications/sales/sales/amazon_connector/features.rst:38 msgid "" "Shipping cost is computed by Amazon, and included in the synchronized order." msgstr "运费由亚马逊计算，并包含在同步订单中。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:38 msgid "" "Shipping cost is computed by Amazon and included in the synchronized orders." msgstr "运费由亚马逊计算，并包含在同步订单中。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:42 msgid "Shipping done by Amazon." msgstr "送货由亚马逊完成。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:42 msgid "" "A delivery order is automatically created in Odoo for each new order. Once " "it has been processed in Odoo, the status is then synchronized in Amazon." msgstr "每个新订单都会在 Odoo 中自动创建送货单。一旦订单在 Odoo 中处理完毕，状态就会在亚马逊中同步。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:48 msgid "**Gift Wrapping**" msgstr " **品包** " #: ../../content/applications/sales/sales/amazon_connector/features.rst:48 #: ../../content/applications/sales/sales/amazon_connector/features.rst:59 msgid "Handled by Amazon." msgstr "由亚马逊处理。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:48 msgid "" "Cost is computed by Amazon, and included in the synchronized order. Gift " "message is added on a line of the order and on the delivery order. Then it " "is up to the user." msgstr "成本由亚马逊计算，并包含在同步订单中。礼品信息会添加到订单的一行和快递单上。然后由用户决定。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:54 msgid "**Stock Management**" msgstr " **存管** " #: ../../content/applications/sales/sales/amazon_connector/features.rst:54 msgid "" "Managed by Amazon, and synchronized with a virtual location to follow it in " "Odoo." msgstr "由亚马逊管理，并与虚拟位置同步，以便在 Odoo 中进行追踪。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:54 msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "通过 Odoo 库存应用程序进行管理，并与亚马逊同步。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:59 msgid "**Delivery Notifications**" msgstr "**交货通知**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:59 msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "亚马逊根据 Odoo 同步的送货状态进行发送。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:64 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 msgid "" "The stock synchronization does **not** currently support selling the same " "product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled " "By Amazon)`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:67 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:23 msgid "" "At times, when stock is sent for all products, it triggers a stock problem " "with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By " "Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:71 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:27 msgid "" "As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, " "instead of taking from their own warehouse. Odoo developers are currently " "working on resolving this issue to avoid future discrepancies." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:76 msgid "" "The Amazon Connector is designed to synchronize the data of sales orders. " "Other actions, such as downloading monthly fees reports, handling disputes, " "or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" " usual." msgstr "亚马逊连接器用于同步销售订单数据。其他操作，如下载月费报告、处理争议或退款，**必须**像往常一样从*亚马逊卖家中心*进行管理。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:81 msgid "" "As of February 19, 2024, in North American marketplaces, :abbr:`FBA " "(Fulfilled by Amazon)` orders created with the *Amazon Connector*, do not " "get the customer's name passed onto the sales/delivery order in Odoo. This " "is due to the fact that Amazon now calculates, and remits, sales tax on " "behalf of sellers. In other words, personally identifiable customer " "information is not transmitted to the seller any longer, after a :abbr:`FBA " "(Fulfilled by Amazon)` order." msgstr "" "截至 2024 年 2 月 19 日，在北美市场使用 Amazon 连接器 创建的:abbr:`FBA（由亚马逊配送）`订单，客户的姓名不会传递到 " "Odoo " "中的销售/送货订单。这是因为亚马逊现在代表卖家计算并缴纳销售税。换言之，在:abbr:`FBA（由亚马逊配送）`订单之后，个人可识别的客户信息不再传输给卖家。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 msgid "Supported marketplaces" msgstr "支持的市场" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "" "If a marketplace is not listed in your Amazon marketplaces, it's possible to" " :ref:`add a new marketplace `." msgstr "如果亚马逊市场中未列出市场，则可以 :ref:`添加新市场 `。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:96 msgid "**North America region**" msgstr " **美地** " #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Canada" msgstr "加拿大" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Amazon.ca" msgstr "Amazon.ca" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Mexico" msgstr "墨西哥" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Amazon.com.mx" msgstr "Amazon.com.mx" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "US" msgstr "美国" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "Amazon.com" msgstr "Amazon.com" #: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "**Europe region**" msgstr " **洲地** " #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Germany" msgstr "德国" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Amazon.de" msgstr "Amazon.de" #: ../../content/applications/sales/sales/amazon_connector/features.rst:110 msgid "Spain" msgstr "西班牙" #: ../../content/applications/sales/sales/amazon_connector/features.rst:110 msgid "Amazon.es" msgstr "Amazon.es" #: ../../content/applications/sales/sales/amazon_connector/features.rst:112 msgid "France" msgstr "法国" #: ../../content/applications/sales/sales/amazon_connector/features.rst:112 msgid "Amazon.fr" msgstr "Amazon.fr" #: ../../content/applications/sales/sales/amazon_connector/features.rst:114 msgid "UK" msgstr "英国" #: ../../content/applications/sales/sales/amazon_connector/features.rst:114 msgid "Amazon.co.uk" msgstr "Amazon.co.uk" #: ../../content/applications/sales/sales/amazon_connector/features.rst:116 msgid "Italy" msgstr "意大利" #: ../../content/applications/sales/sales/amazon_connector/features.rst:116 msgid "Amazon.it" msgstr "Amazon.it" #: ../../content/applications/sales/sales/amazon_connector/features.rst:118 msgid "Netherlands" msgstr "荷兰" #: ../../content/applications/sales/sales/amazon_connector/features.rst:118 msgid "Amazon.nl" msgstr "Amazon.nl" #: ../../content/applications/sales/sales/amazon_connector/features.rst:122 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:187 #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr ":doc:`setup`" #: ../../content/applications/sales/sales/amazon_connector/features.rst:123 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Amazon order management" msgstr "亚马逊订单管理" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 msgid "Order synchronization" msgstr "订单同步" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" "Orders are automatically fetched from Amazon, and synchronized in Odoo, at " "regular intervals." msgstr "订单从亚马逊自动获取，并定期同步到 Odoo 中。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 msgid "" "The synchronization is based on the Amazon status: only orders whose status " "has changed since the last synchronization are fetched from Amazon. This " "includes changes on either end (Amazon or Odoo)." msgstr "同步以亚马逊状态为基础：只从亚马逊获取上次同步后状态发生变化的订单。这包括两端（亚马逊或 Odoo）的变化。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 msgid "" "For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " "fetched." msgstr "对于*FBA*（由亚马逊配送），仅获取*已发货*和*已取消*订单。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" "For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " "*Canceled* orders. For each synchronized order, a sales order and customer " "are created in Odoo (if the customer is not already registered in the " "database)." msgstr "" "对于*FBM*（由商家配送），*未发货*和*已取消*订单也是如此。每个同步订单都会在 Odoo 中创建销售订单和客户（如果客户尚未在数据库中注册）。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 msgid "" "When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "当亚马逊中的订单被取消且已在 Odoo 中同步时，相应的销售订单也会在 Odoo 中自动取消。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 msgid "Force synchronization" msgstr "强制同步" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:38 msgid "" "In order to force the synchronization of an order, whose status has **not** " "changed since the previous synchronization, start by activating the " ":ref:`developer mode `. This includes changes on either end " "(Amazon or Odoo)." msgstr "" "若要强制同步状态自上次同步以来**未发生**变化的订单，请首先激活 :ref:`开发者模式`。这包括在 Amazon 或 Odoo 任一端进行的更改。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:42 msgid "" "Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " "Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " "Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " "Last Order Sync`." msgstr "" "然后，在 Odoo " "中导航到亚马逊账户（:menuselection:`销售应用程序-->配置-->设置-->连接器-->亚马逊同步-->亚马逊账户`），并在 " ":menuselection:`订单跟进-->最后订单同步`下修改日期。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" "Be sure to pick a date that occurs prior to the last status change of the " "desired order to synchronize and save. This will ensure synchronization " "occurs correctly." msgstr "请务必选择在所需订单最后一次状态更改之前的日期进行同步和保存。这将确保同步正确进行。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:51 msgid "" "To immediately synchronize the orders of an Amazon account, switch to " ":ref:`developer mode `, head to the Amazon account in Odoo, " "and click :guilabel:`Sync Orders`. The same can be done with pickings by " "clicking :guilabel:`Sync Pickings`." msgstr "" "要立即同步亚马逊账户的订单，请切换到 :ref:`开发者模式`，前往 Odoo 中的亚马逊账户，然后单击 " ":guilabel:`同步订单`。同样的操作也可以通过点击 :guilabel:`同步选取` 来完成。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:56 msgid "Manage deliveries in FBM" msgstr "在FBM中管理发货" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:58 msgid "" "Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " "picking is instantly created in the *Inventory* app, along with a sales " "order and customer record. Then, decide to either ship all the ordered " "products to the customer at once, or ship products partially using " "backorders." msgstr "" "只要在 Odoo 中同步了 FBM（商家发货）订单，就会立即在 *库存* " "应用程序中创建拣货单以及销售订单和客户记录。然后，可以一次性向客户发送所有订购产品，也可以使用延期订单发送部分产品。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:62 msgid "" "When a picking related to the order is confirmed, a notification is then " "sent to Amazon, who, in turn, notifies the customer that the order (or a " "part of it) is on its way." msgstr "当与订单相关的拣货得到确认后，通知就会发送到亚马逊，而亚马逊则会通知客户订单（或部分订单）已在处理中。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:66 msgid "" "Amazon requires users to provide a tracking reference with each delivery. " "This is needed to assign a carrier." msgstr "Amazon 要求用户在每次交付时提供跟踪参考信息。这是为了分配承运商。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 msgid "" "If the carrier doesn't automatically provide a tracking reference, one must " "be set manually. This rule applies to all Amazon marketplaces." msgstr "如果承运商不自动提供追踪参考，则必须手动设置。此规则适用于所有亚马逊市场。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:73 msgid "" "If the chosen carrier isn't supported by Odoo, a carrier with the same name " "can still be created (e.g. create a carrier named `easyship`). The name used" " is **not** case sensitive, but be mindful to avoid typos. If there are " "typos, Amazon will **not** recognize them. Next, create a delivery carrier " "named `Self Delivery` to inform Amazon that the user will make the " "deliveries. Even with this route, a tracking reference still **must** be " "entered. Remember, the customer is notified by email about the delivery, and" " the carrier, along with the tracking reference, are displayed in the email " "to the customer." msgstr "" "如果所选承运商不受 Odoo " "支持，仍可创建名称相同的承运商（例如，创建名为`easyship`的承运商）。使用的名称**不**区分大小写，但要注意避免错别字。如果有错别字，亚马逊将**无法**识别。接下来，创建一个名为`自行送货`的送货承运人，通知亚马逊用户将进行送货。即使采用这种路线，仍**必须**输入追踪参考。请记住，客户会收到有关送货的电子邮件通知，承运商和追踪参考信息都会显示在发给客户的电子邮件内。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:82 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "Follow deliveries in FBA" msgstr "在FBA中跟进发货" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 msgid "" "When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " "move is recorded in the *Inventory* app for each sales order item. That way," " it's saved in the system." msgstr "在 Odoo 中同步 FBA（由亚马逊履行）订单时，每个销售订单项目的库存移动都会记录在 *库存* 应用程序中。这样，它就会保存在系统中。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:90 msgid "" "Inventory managers can access these stock moves by navigating to " ":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "库存经理可以通过导航到:menuselection:`库存应用程序 --> 报告 --> 移动历史记录` 来访问这些库存移动。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:93 msgid "" "For FBA orders, the stock move is automatically created in Odoo by the " "Amazon connector, thanks to the shipping status of Amazon. When sending new " "products to Amazon, the user should manually create a picking (delivery " "order) to transfer these products from their warehouse to the Amazon " "location." msgstr "" "对于 FBA 订单，由于亚马逊的发货状态，亚马逊连接器会在 Odoo " "中自动创建库存移动。将新产品发送到亚马逊时，用户应手动创建提货（交货订单）以将这些产品从其仓库转移到亚马逊的位置。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:98 msgid "" "To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " "replenishing stock. An automated replenishment from reordering rules can " "also be triggered on the Amazon location." msgstr "要在 Odoo 中追踪*亚马逊（FBA）* 库存，请在补货后进行库存调整。从重新订购规则自动触发的补货也可以应用于亚马逊的仓库。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:101 msgid "" "The Amazon location is configurable by accessing the Amazon account managed " "in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" " app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " "Amazon Accounts`." msgstr "" "亚马逊的位置可通过访问 Odoo 中管理的亚马逊账户进行配置。要访问 Odoo 中的 Amazon 账户，请导航至 " ":menuselection:`销售应用程序 --> 配置 --> 设置 --> 连接器 --> 亚马逊同步 --> 亚马逊账户`。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 msgid "" "All accounts of the same company use the same Amazon location, by default. " "However, it is possible to follow the stock filtered by marketplace." msgstr "默认情况下，同一公司的所有账户都使用相同的亚马逊位置。然而，也可以按照市场场所来追踪库存。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:108 msgid "" "To do that, first remove the marketplace, where the desired stock to follow " "separately can be found, from the list of synchronized marketplaces, which " "can be found by navigating to :menuselection:`Sales app --> Configuration " "--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" "要执行此操作，首先从同步市场列表中删除市场（可以在其中找到需要单独追踪的库存），可以通过导航到 :menuselection:`销售应用程序 --> " "配置 --> 设置 --> 连接器 --> 亚马逊同步 --> 亚马逊账户` 找到。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 msgid "" "Next, create another registration for this account, and remove all " "marketplaces--- **except** the marketplace this is desired to be isolated " "from the others." msgstr "接下来，为此帐户创建另一个注册，并删除所有市场——**除了**希望与其他市场隔离的市场。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:116 msgid "" "Lastly, assign another stock location to the second registration of the " "account." msgstr "最后，将另一个库存位置分配给第二次注册的帐户。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:119 msgid "Invoice and register payments" msgstr "发票和登记付款" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 msgid "Issue invoices" msgstr "开具开票" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:124 msgid "" "Due to Amazon's policy of not sharing customer email addresses, it is " "**not** possible to send invoices directly to Amazon customers from Odoo. " "However, it **is** possible to manually upload the generated invoices from " "Odoo to the Amazon back-end." msgstr "" "由于亚马逊不共享客户电子邮件地址，因此**无法**从 Odoo 直接向亚马逊客户发送发票。但是，**可以**将生成的发票从 Odoo " "手动上传到亚马逊后端。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 msgid "" "Additionally, for B2B clients, it is currently required to manually retrieve" " VAT numbers from the Amazon back-end **before** creating an invoice in " "Odoo." msgstr "此外，对于 B2B 客户，目前需要在 Odoo 中创建发票之前**从亚马逊后端手动检索增值税号。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 msgid "" "For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " "invoices created from Amazon sales orders are **not** synchronized with " "TaxCloud, since Amazon already includes them in its own tax report to " "TaxCloud." msgstr "" "对于 :doc:`TaxCloud " "<../../../finance/accounting/taxes/taxcloud>`用户：从亚马逊销售订单创建的发票**不**与 TaxCloud" " 同步，因为亚马逊已将它们包含在自己的 TaxCloud 税务报告中。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "TaxCloud integration will be decommissioned in Odoo 17+." msgstr "TaxCloud 整合将在 Odoo 17+ 中停用。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 msgid "Register payments" msgstr "登记付款" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:142 msgid "" "Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " "journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " "intermediary account is recommended." msgstr "由于客户作为中介向亚马逊付款，因此建议创建一个专用的“银行”日记帐（例如，名为“亚马逊付款”），并具有专用的“银行和现金”中介账户。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:145 msgid "" "Additionally, as Amazon makes a single monthly payment, selecting all the " "invoices linked to a single payment is necessary when registering payments." msgstr "此外，由于亚马逊每月进行一次付款，因此在注册付款时需要选择与单次付款相关的所有发票。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 msgid "" "To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " "payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " "Method`." msgstr "" "要执行此操作，请使用专门用于亚马逊付款的相应:guilabel:`日记账`，并选择 :guilabel:`批量存款` " "作为:guilabel:`付款方式`。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 msgid "" "Then, select all the generated payments, and click :menuselection:`Actions " "--> Create batch payment --> Validate`." msgstr "然后，选择所有生成的付款，然后点击:menuselection:`操作 --> 创建批量付款 --> 验证`。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:155 msgid "" "This same action can be performed with vendor bills from Amazon dedicated to" " commissions." msgstr "可以使用亚马逊专门用于佣金的供应商账单来执行相同的操作。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 msgid "" "When the balance is received in the bank account at the end of the month, " "and the bank statements are recorded, credit the Amazon intermediary account" " by the amount received." msgstr "当月底银行账户收到余额并记录银行对账单时，将收到的金额记入亚马逊中介账户。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:161 msgid "Follow Amazon sales in sales reporting" msgstr "在销售报告中关注亚马逊销售情况" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:163 msgid "" "On the Amazon account profile in Odoo , a sales team is set under the " ":guilabel:`Order Follow-up` tab." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 msgid "" "This gives quick access to important metrics related to sales reporting. By " "default, the Amazon account's sales team is shared between all of the " "company's accounts." msgstr "这样可以快速访问与销售报告相关的重要指标。默认情况下，亚马逊账户的销售团队在公司的所有账户之间共享。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:169 msgid "" "If desired, the sales team on the account can be changed for another, in " "order to perform a separate reporting for the sales of this account." msgstr "如果需要，可以更改该帐户的销售团队，以便为该帐户的销售执行单独的报告。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:173 msgid "It is also possible to perform reporting on a per-marketplace basis." msgstr "还可以基于每个市场执行报告。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 msgid "" "First, remove the desired marketplace from the list of synchronized " "marketplaces." msgstr "首先，从同步市场列表中删除所需的市场。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:177 msgid "" "To access the list of synchronized marketplaces in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " "Amazon Sync --> Amazon Accounts`." msgstr "" "要访问 Odoo 中同步市场的列表，请导航至 :menuselection:`销售应用程序 --> 配置 --> 设置 --> 连接器 --> " "亚马逊同步 --> 亚马逊账户`。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:180 msgid "" "Then, create another registration for this account, and remove all other " "marketplaces **except** the one to isolate." msgstr "然后，为此帐户创建另一个注册，并删除所有其他市场，**除了**要隔离的市场。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:183 msgid "" "Lastly, assign another sales team to one of the two registrations of the " "account." msgstr "最后，将另一个销售团队分配给该帐户的两个注册之一。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`features`" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:3 msgid "Amazon Connector configuration" msgstr "亚马逊连接器配置" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:5 msgid "" "Odoo allows users to register an Amazon seller account in the database, but " "the user **must** have a paid Amazon Seller account prior to completing the " "configuration." msgstr "Odoo 允许用户在数据库中注册亚马逊卖家账户，但用户**必须**在完成配置之前拥有付费亚马逊卖家账户。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:8 msgid "" "Set up a paid Seller account on Amazon by first logging into the Amazon " "platform, and navigating to :menuselection:`Account \\& Lists --> Start a " "Selling Account` from the drop-down menu located in the header section." msgstr "" "首先登录亚马逊平台，然后从标题部分的下拉菜单导航至:menuselection:`帐户\\&列表 --> 启动销售帐户`，在亚马逊上设置付费卖家帐户。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:12 msgid "" "Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process " "and finally proceed to follow the instructions below to register and link " "that Amazon Seller account in Odoo." msgstr "" "然后在 :guilabel:`通过亚马逊销售` 页面上，按照注册流程进行操作，最后继续按照以下说明在 Odoo 中注册并链接该亚马逊卖家帐户。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:16 msgid "`Sell with Amazon `_" msgstr "`通过亚马逊销售 `_" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:19 msgid "Connect Amazon Seller account to Odoo" msgstr "将亚马逊卖家帐户连接到 Odoo" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:23 msgid "" "To connect an Amazon Seller account in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors " "section`, activate the :guilabel:`Amazon Sync` feature, and click " ":guilabel:`Save`." msgstr "" "要在 Odoo 中连接亚马逊卖家账户，请导航至:menuselection:`销售应用程序 --> 配置 --> 设置 --> " "连接器部分`，激活:guilabel:`亚马逊同步` 功能，然后点击:guilabel:`保存`。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:27 msgid "" "Then, return to :menuselection:`Sales app --> Configuration --> Settings -->" " Connectors section`, and click on the :guilabel:`Amazon Accounts` link " "under the :guilabel:`Amazon Sync` setting." msgstr "" "然后，返回到:menuselection:`销售应用程序 --> 配置 --> 设置 --> 连接器`部分，然后点击 :guilabel:`亚马逊同步`" " 设置下的:guilabel:`亚马逊账户`链接。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales." msgstr "Odoo 销售应用程序中，亚马逊同步设置下方的亚马逊账户链接。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:34 msgid "" "Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, " "click :guilabel:`New` to create and link a new Amazon account." msgstr "这样做会显示一个单独的:guilabel:`亚马逊账户` 页面。从这里，点击 :guilabel:`新建`，创建并链接一个新的亚马逊帐户。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:37 msgid "" "On the blank :guilabel:`Amazon Account` form page, start by choosing a name " "for the account (e.g. `American Marketplace`). Then, in the " ":guilabel:`Credentials` tab, select the marketplace on which the seller " "account was initially created from the :guilabel:`Home Marketplace` drop-" "down menu." msgstr "" "在空白的 :guilabel:`亚马逊帐户` 表单页面上，首先为帐户选择一个名称（例如，`美国市场`）。然后，在 :guilabel:`凭证` " "选项卡中，从 :guilabel:`主市场` 下拉菜单中选择最初创建卖家账户的市场。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "A typical Amazon Account form page in the Odoo Sales application." msgstr "Odoo 销售应用程序中典型的亚马逊账户表单页面。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:45 msgid "" "After saving, the field in the :guilabel:`Credentials` tab is replaced by a " ":guilabel:`Link with Amazon` button." msgstr "保存后，:guilabel:`证书`选项卡中的字段将被:guilabel:`链接亚马逊`按钮取代。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "A typical Amazon Account form page and Link with Amazon button in Odoo " "Sales." msgstr "典型的亚马逊账户表单页面和 Odoo 销售中的亚马逊链接按钮。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:52 msgid "" "Clicking that button redirects to either the Amazon login page, or directly " "to the required consent page, if the user is already logged in to Amazon." msgstr "如果用户已经登录亚马逊，点击该按钮会重定向到亚马逊登录页面，或直接跳转到所需的同意页面。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:55 msgid "On the login page, log in to the desired Amazon seller account." msgstr "在登录页面，登录所需的亚马逊卖家账户。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:57 msgid "" "On the consent page, confirm that Amazon is allowed to give Odoo access to " "the account and related data." msgstr "在同意页面，确认亚马逊允许 Odoo 访问账户和相关数据。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:60 msgid "" "Upon confirmation, Amazon returns the user to Odoo, and the account has been" " registered." msgstr "确认后，亚马逊将用户返回到 Odoo，并且该帐户已注册。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:62 msgid "" "With the Amazon account successfully registered, the marketplaces available " "to this specific account are synchronized with Odoo and listed under the " ":guilabel:`Marketplaces` tab." msgstr "亚马逊账户注册成功后，该特定账户可用的市场将与 Odoo 同步，并列在 :guilabel:`市场` 标签下。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:65 msgid "" "If desired, remove items from the list of synchronized marketplaces to " "disable synchronization." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:68 msgid "Amazon orders in Odoo" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:70 msgid "" "When an Amazon order is synchronized, up to three line items are created on " "the sales order in Odoo. Each one represents a product sold on Amazon: one " "for the product that was sold on Amazon Marketplace, one for the shipping " "charges (if any), and one for the gift wrapping charges (if any)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:76 msgid "" "The selection of a database product for a sales order item is done by " "matching its :guilabel:`Internal Reference` (a customizable product " "reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for " "marketplace items, the Amazon *Shipping Code* for delivery charges, and the " "Amazon *Gift Wrapping* code for gift wrapping charges." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:81 msgid "" "For marketplace products, pairings are saved as *Amazon Offers*, which are " "listed under the :guilabel:`Offers` smart button on the account form." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "The Amazon Offers smart button on the account form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:88 msgid "" "Offers are automatically created when the pairing is established, and " "they're used for subsequent orders to lookup SKUs. If no offer with a " "matching SKU is found, :ref:`the internal reference is used instead " "`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:93 msgid "" "It's possible to force the pairing of a marketplace item with a specific " "product, by changing either the product or the SKU of an offer to ensure " "they match. The offer can be manually created if it was not automatically " "done yet." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:97 msgid "" "This is useful if the internal reference is not used as the SKU, or if the " "product sells under different conditions." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:100 msgid "" "If no database product with a matching internal reference is found for a " "given Amazon SKU or gift wrapping code, then a default database product, " "*Amazon Sale*, is used. The same is done with the default product *Amazon " "Shipping* if no database product is found for a given Amazon shipping code." msgstr "" "如果没有为给定的亚马逊 SKU 或礼品包装代码找到具有匹配内部参考的数据库产品，则使用默认数据库产品 " "*亚马逊销售*。如果没有为给定的亚马逊送货代码找到数据库产品，也会使用默认产品 *亚马逊发货*。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:105 msgid "" "To modify default products, activate the :ref:`developer mode `, and navigate to :menuselection:`Sales app --> Configuration --> " "Settings --> Connectors --> Amazon Sync --> Default Products`." msgstr "" "要修改默认产品，请激活 :ref:`开发者模式`，并导航至 :menuselection:`销售应用程序 --> 配置 " "--> 设置 --> 连接器 --> 亚马逊同步 --> 默认产品`。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:110 msgid "Product tax configuration" msgstr "产品税配置" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:112 msgid "" "To allow for tax reporting of Amazon sales with Odoo, the taxes applied to " "the sales order items are those set on the product, or determined by the " "fiscal position." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:115 msgid "" "Make sure to have the correct taxes set on your products in Odoo, or have it" " done by a fiscal position, to avoid discrepancies in the subtotals between " "*Amazon Seller Central* and Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:119 msgid "" "As Amazon does not necessarily apply the same taxes as those configured in " "Odoo, it may happen that order totals differ by a few cents between Odoo and" " *Amazon Seller Central*. Those differences can be resolved with a write-off" " when reconciling the payments in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:126 msgid "Add a new marketplace" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:128 msgid "" "All marketplaces are supported by the Amazon Connector. To add a new " "marketplace, proceed as follows:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 msgid "Activate the :ref:`developer mode `." msgstr "启用:ref:`开发者模式`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:132 msgid "" "Go to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Marketplaces`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:134 msgid "Click :guilabel:`New` to create a new marketplace record." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:135 msgid "" "Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select " "the :guilabel:`Amazon Region` for your marketplace as described in the " "`Amazon Documentation for marketplace IDs and regions `_, and the :guilabel:`Seller " "Central URL` as described in the `Amazon Documentation for seller central " "URLs `_." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:140 msgid "" "Set the :guilabel:`Name` of the record to `Amazon.` to easily " "retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the " ":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should " "respectively hold the *Marketplace ID*, the selected Amazon region, and the " "*Seller Central URL* values from the Amazon Documentation." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:144 msgid "" "Once the marketplace is saved, update the Amazon Account configuration by " "going to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:147 msgid "" "Select the account on which to use the new marketplace, go to the " ":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available " "marketplaces`. An animation should confirm the success of the operation. " "Newly added marketplaces are automatically added to the list of synchronized" " marketplaces. If the new marketplace is not added to the list, it means " "that it is either incompatible or unavailable for the seller account." msgstr "" #: ../../content/applications/sales/sales/ebay_connector.rst:5 msgid "eBay Connector" msgstr "eBay 连接器" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 msgid "Linking existing listings" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 msgid "" "Once the eBay account is linked existing listings from within the eBay " "seller account need to be added manually to the Odoo product listings." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 msgid "" "The process will be as follows: - Turn off eBay scheduled actions - Add " "products and link listings - Turn on eBay scheduled actions" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 msgid "To learn more about the eBay connector visit these pages as well:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 msgid ":doc:`troubleshooting`" msgstr ":doc:`故障排除`" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 msgid "Turn off eBay scheduled actions" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 msgid "" "To start linking existing listings in eBay, first turn off the eBay " "notifications in the scheduled actions in Odoo. The reason for this is so " "that no orders or eBay data syncs during this process. The " ":guilabel:`Scheduled Actions` can be accessed by first activating " ":ref:`developer mode `. After doing so, go to " ":menuselection:`Settings --> Technical --> Automation --> Scheduled " "Actions`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 msgid "" ":doc:`../../../general/developer_mode` must be activated to ensure the " "technical menu appears for the user." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 msgid "" "Disabling scheduled actions enables users to sync and validate eBay data " "before receiving orders. The following are descriptions of scheduled actions" " that need to be temporarily deactivated:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 msgid "" ":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" " (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " "reference` field). This command also updates existing orders, where changes " "we made in eBay. New and updated orders are then placed in draft mode. " "Customers will be created if they are not already in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 msgid "" ":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 msgid "" ":guilabel:`eBay: update categories`: eBay will push updated monthly " "categories (only up to fourth layer; a manual update required for the rest)." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 msgid "" "To toggle off the eBay notification, select the entry from the " ":guilabel:`Scheduled Actions` list. Then, on the page, click the " ":guilabel:`Active` toggle button to turn it off." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 msgid "Sync eBay categories" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 msgid "" "To ensure that Odoo's eBay products have all the categories available on " "eBay, the eBay categories should be synced to Odoo next." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 msgid "" "Navigate to :menuselection:`Settings --> Technical --> Automation --> " "Scheduled Actions`. Click into the scheduled action labeled: " ":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:58 msgid "" "Odoo only recognizes eBay category paths up to four layers deep. If a " "product has a listing of more than four, the category field will only " "populate up to the fourth layer." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:61 msgid "" "If product categories beyond four paths are required, users need to manually" " add those paths. This has historically been done by getting a list of all " "product categories beyond 4 paths, manually importing them into the Product " "Category model in Odoo, then linking them individually to the product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:66 msgid "" "Users can import the remaining product categories into the eBay product " "categories manually using using the :guilabel:`Action` menu and " ":guilabel:`Import` feature." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:70 msgid "Link eBay listings" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:72 msgid "" "To add eBay listings in Odoo, either manually add products, using a listing " "ID, or establish an automatic listing link between Odoo and eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:76 msgid "" "For more information on listing a product from scratch visit: :ref:`How to " "list a product? `" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:80 msgid "Manual listing link" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:82 msgid "" "To add an eBay listing to products in Odoo, begin by going to " ":menuselection:`Sales app --> Products --> Products` and selecting the " "desired product. Click on :guilabel:`Sell on eBay` (either in the " ":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " ":guilabel:`Save` if necessary." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:86 msgid "" "Still the product form, click :guilabel:`link to listing` in the top menu " "and enter in listing ID from eBay in the pop up (the listing ID is in the " "eBay product URL)." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:90 msgid "" "An example URL would be as such: " "`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " "listing ID is `272222656444` in this case. Once the listing ID has been " "entered the eBay listing information will sync into Odoo." msgstr "" "URL " "示例如下：`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`。在这种情况下，刊登" " ID 是 `272222656444`。一旦输入了列表 ID，eBay 列表信息就会同步到 Odoo 中。" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:96 msgid "Turn on eBay scheduled Actions" msgstr "打开 eBay 计划操作" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:98 msgid "" "The next step is to turn on the eBay notifications in the scheduled actions " "in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " "Actions` can be accessed by first activating :ref:`developer mode " "` and go to :menuselection:`Settings --> Technical --> " "Automation --> Scheduled Actions`." msgstr "" "下一步是在 Odoo 预定操作中打开 eBay 通知，以便交换订单和数据。首先激活:ref:`开发者模式`，然后进入:menuselection:`设置 --> 技术 --> 自动化 --> 计划操作`，即可访问:guilabel:`计划操作`。" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:103 msgid "" "Turning on the following scheduled actions allows users to sync and validate" " eBay data automatically." msgstr "打开以下计划操作允许用户自动同步和验证 eBay 数据。" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:106 msgid "" ":guilabel:`eBay: get new orders`: eBay will push all new orders not already " "in Odoo (based on client_order_reference, or sales order reference field), " "and will update orders if there has been a change from eBay. Orders will be " "put in draft mode. Customers will be created if they are not already in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:110 msgid "" ":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 msgid "" ":guilabel:`eBay: update categories`: eBay will push updated monthly " "categories (only up to fourth layer, will need to manually update the rest)." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:115 msgid "" "If an order comes in and the listing from the order is not linked to a " "product, eBay will create a consumable product.product in its place. These " "consumables should be altered on the *Sales Order* while in draft state to " "represent a storable product, and then the user can link to the listing as " "they come in." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:121 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "如何上架一个产品" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" "In order to list a product on eBay and Odoo there are two methods in Odoo to" " do so:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 msgid "(*Preferred method*) Make a product in Odoo and list the item eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" "Click :guilabel:`List Item on eBay` in the top menu of the product template." " The product template can be accessed by navigating to :menuselection:`Sales" " app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" "(*Less preferred method*) List the item on eBay, then create the product in " "Odoo, and finally link product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" "Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " "product template.The product template can be accessed by navigating to " ":menuselection:`Sales app --> Product --> Product` and selecting the " "individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" "If an order comes in and the listing from the order is not linked to a " "product, eBay will create a consumable product.product in its place. These " "consumables should be altered on the *sales order* while in draft state to " "represent a storable product, and then the user can link to the listing as " "they come in." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 msgid "Listing without variation" msgstr "上架没有变种" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" "Access the product template by navigating to :menuselection:`Sales app --> " "Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 msgid "" "In order to list a product, select the :guilabel:`Sell on eBay` field on a " "product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " "tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " "necessary." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 msgid "The eBay template form listed in the product template in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 msgid "" "When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " "on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 msgid "" "The :guilabel:`Description Template` allows the administrator to use " "templates in listings. The default template only use the :guilabel:`eBay " "Description` field of the product. HTML can be used inside the " ":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " "Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " "the template and description. Simply type a forward slash `/` to reveal a " "menu with formatting, layout, and text options. To add an image, type " "`/image`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 msgid "" "To use images in the listing, another option is to add them as *Attachments*" " on the product template." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 msgid "" "For more information on template configuration in Odoo visit: " ":doc:`../../../general/companies/email_template`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 msgid "Listing with variations" msgstr "有变种的上架" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 msgid "" "When the :guilabel:`Sell on eBay` is checked on a product containing " "variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " "eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " "click :guilabel:`Configure Variants` in the top menu to configure the " "variant settings. Pricing can be configured for each variation." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 msgid "" "When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " "Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " "which the :guilabel:`Fixed Price` can be entered, and the decision to " ":guilabel:`Publish on eBay` can be made for specific variants, along with " "other options." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 msgid "" "The fixed price listing type in the eBay tab on a product form in Odoo " "sales." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 msgid "Product identifiers" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " "the eBay categories." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 msgid "EAN and UPC identifiers" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 msgid "" "The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " "field of the product variant. If the :guilabel:`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." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 msgid "" "Barcodes can be found on the product template, under the the " ":guilabel:`General Information` tab. Access the product template, first, by " "navigating to :menuselection:`Sales app --> Products --> Product` and " "selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 msgid "Listing with item specifics" msgstr "带项目细节的上架产品" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 msgid "" "In order to add item specifics, one should create a product attribute with a" " single value in the :guilabel:`Attributes & Variants` tab on the product " "form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " "MPN values are working as item specifics and should be defined in the " ":guilabel:`Attributes & 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_connector/manage.rst:108 msgid "Process invoices and payments" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 msgid "Posting payment" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 msgid "" "When eBay orders are placed they are always paid for up front, via the eBay " "site. At no point will users pay for items on eBay through Odoo. Therefore, " "once orders are synced into Odoo from eBay they are already paid for. Odoo's" " invoicing and payment functionalities are not utilized. However, invoices " "need to be created and marked as Paid to “close” the *Sales Order*." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 msgid "" "Users can opt to mass create and post invoices in batches. To do so, " "navigate to Quotations in the list view by going to :menuselection:`Sales " "app --> Orders --> Quotations`. In the upper right corner, select the list " "view icon. Hover over the icons to reveal the name of each. Then check the " "boxes on the left that invoices should be made for and go to the " ":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " "Invoices`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 msgid "" "A pop-up will appear and click on the :guilabel:`Create and view invoice` " "button. A new screen will populate with the newly created invoices. Next, " "select all of them by clicking on the box icon next to :guilabel:`Number` in" " the header row of the list, this will select all the records. Then navigate" " to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " "Following this step, a pop-up will appear and click on :guilabel:`Post " "journal entries`. This will take the invoices out of *draft* and set them to" " *posted*." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 msgid "Reconciling payments" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 msgid "" "Users typically utilize PayPal to receive payment from eBay, and then send " "lump sums from PayPal into their bank account. To reconcile this income, " "users can reconcile the one PayPal transfer with all related invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 msgid "" "First navigate to the :guilabel:`Accounting Dashboard` by going to the " ":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" " new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " "the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " ":guilabel:`Create and edit`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 msgid "" "For the :guilabel:`Ending Balance` field, enter the same account that was " "entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " "open the new balance that needs to be reconciled. Under the tab marked: " ":guilabel:`Match Existing Entries` select the entries that are included in " "this balance." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 msgid "" "After adding all the necessary entries, click :guilabel:`Validate` to " "complete the reconciliation. To verify the payment, navigate to " ":menuselection:`Customers --> Invoices` and select the desired customer " "invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" " column." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 msgid "eBay connector setup" msgstr "eBay 连接器设置" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 msgid "Overview" msgstr "概述" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" "Odoo's eBay connector allows eBay listings to connect with Odoo products. " "Once connected, :doc:`updates to the listings ` can be " "made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " "are created in Odoo for the user to review and confirm. Once the sales order" " is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " "products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 msgid "eBay - Odoo linked fields" msgstr "eBay - Odoo 链接字段" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" "The following are eBay product details. Each of these eBay fields update " "corresponding fields in Odoo." msgstr "以下是 eBay 产品详细信息。每个 eBay 字段都会更新 Odoo 中的相应字段。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 msgid "eBay URL" msgstr "eBay URL" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 msgid "eBay status" msgstr "eBay 状态" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 msgid "Quantity sold" msgstr "已售數量" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 msgid "Start date" msgstr "开始日期" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 msgid "Title" msgstr "标题" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 msgid "Subtitle" msgstr "小标题" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 msgid "Item condition" msgstr "物品状况" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 msgid "Category" msgstr "类别" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 msgid "Store category" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 msgid "Store category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 msgid "Payment policy" msgstr "付款政策" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 msgid "Postal code" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 msgid "Listing type (fixed price or auction)" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 msgid "Starting price for Auction" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 msgid "Buy it now price" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 msgid "Fixed Price amount" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 msgid "Use stock quantity" msgstr "使用库存数量" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 msgid "Quantity on eBay" msgstr "在 eBay 上的数量" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 msgid "Duration" msgstr "持续时间" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 msgid "Allow best offer" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 msgid "Private listing" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 msgid "eBay description" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 msgid "eBay product image" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 msgid "Country" msgstr "国家" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 msgid "eBay terms" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 msgid "" "*Variations* group multiple products into one, with variation (or variant) " "options. Variations can sync to Odoo's attributes and values. Variations " "will appear in drop down menus near the top of the page when viewing an eBay" " listing. These are comparable to product variants in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "An example on eBay of the variations that can be added to a product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 msgid "" "*Item specifics*, located at the bottom of the listing, detail product-" "specific information. These specifics don't sync with Odoo fields by " "default; a development is required to link these fields." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Item specifics listed on an eBay product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 msgid "" "*Sandbox* and *Production* are terms that are used to categorize the eBay " "environments as either still in development/testing (*Sandbox*) or for use " "in the real instance of the database with real customer information/dataset " "(*Production*). It is recommended to start first in the *Sandbox* to test, " "and then following the processes below, create a *Production* instance." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 msgid "" "eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " "portal `_ at `https://sandbox.ebay.com/`. eBay's " "production environment can be accessed by navigating to `eBay.com portal " "`_ or `https://www.ebay.com/`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 msgid "" "The environment selection **must** remain the same for all environment " "settings on eBay and on Odoo throughout this setup." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 msgid "eBay actions available on Odoo" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 msgid "" "The following are built-in actions in Odoo that add or update eBay listings:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 msgid "" "**List**/ **Link**: generate a new eBay listing with an Odoo product by " "clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" " Listing`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 msgid "" ":guilabel:`Revise item` button: after making changes to an eBay listing in " "Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" " update the eBay listing." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 msgid "" "**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " "was not selected, a user can relist the item from Odoo. The start date will " "reset." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 msgid "" ":guilabel:`End item's listing` button: end a listing on eBay directly from " "Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 msgid "" "**Unlink product listings**: users can unlink a product from the eBay " "listing; the listing will stay intact on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 msgid "Setup required on Odoo prior to eBay setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 msgid "" "To link eBay with Odoo, install the eBay module by navigating to the Odoo " "dashboard and clicking into the :guilabel:`Apps` application. Search the " "term `eBay` and install the `eBay Connector` module." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 msgid "The following items must be configured before eBay is set up:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 msgid "" "In Odoo, create and configure products that are intended to be listed in " "eBay. eBay does not import new products into Odoo. All products must first " "be created in Odoo, and then linked to listings." msgstr "" "在 Odoo 中，创建和配置准备在 eBay 上列出的产品。eBay 不会将新产品导入 Odoo。所有产品都必须首先在 Odoo " "中创建，然后链接到列表。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "" "Odoo does not allow multiple eBay listings to be linked per product in Odoo." " If the company sells the same product for multiple listings, follow these " "instructions:" msgstr "Odoo 不允许在 Odoo 中为每个产品链接多个 eBay 列表。如果公司在多个列表中销售同一产品，请按照以下说明操作：" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 msgid "" "Set up one *base* product (noted in the :guilabel:`Component` field of the " ":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " "from. This will be a storable product so stock can be kept. Highlighted in " "green below, this product will be included in the kit on each subsequent " "“linked” product below." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 msgid "" "Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " ":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" " will be determined by the company's accounting settings, as explained in " "the Odoo documentation. Highlighted in yellow below, each product should " "have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " "product as a :guilabel:`Component` of the kit. When this linked eBay product" " is sold, the delivery order created will have the base product listed in " "lieu of the linked product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 msgid "Setting up bill of materials with base product and linked products." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 msgid "" ":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" msgstr "" ":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 msgid "" "eBay does not automatically create invoices for eBay orders that get pushed " "into Odoo. Set invoicing policy on eBay products: invoicing policy will " "dictate when the product can be invoiced. Since most eBay users collect " "payment before the product is shipped, “invoice on ordered” will allow users" " to mass create invoices for eBay orders every day." msgstr "" "eBay 不会自动为推送到 Odoo 的 eBay 订单创建发票。为 eBay " "产品设置发票开具策略：发票开具策略将决定何时可以为产品开具发票。由于大多数 eBay 用户都是在产品发货前收款，因此“已订购即开发票”将允许用户每天为 " "eBay 订单批量创建发票。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 msgid "" "Set the :guilabel:`Outgoing Shipments` route for the warehouse to " ":guilabel:`Deliver goods directly (1 step)`." msgstr "将仓库的 :guilabel:`出货` 路线设置为 :guilabel:`直接交付货物（1 步）`。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 msgid "" "When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " "a known bug occurs: eBay wrongly marks orders as delivered when the pick " "operation in Odoo is confirmed. The expected behavior is to mark orders as " "delivered **after** the *delivery order* is confirmed. This mislabeling " "prevents tracking numbers in eBay from being imported onto the delivery " "order." msgstr "" "当 :guilabel:`外运货物` 路由设置为两步或三步时，会出现一个已知错误：当 Odoo 中的取货操作确认后，eBay " "会错误地将订单标记为已交付。预期操作是在确认*交货订单***之后**将订单标记为已交货。这种错误标记会阻止将 eBay 中的追踪号码导入送货订单。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 msgid "" "If the Accounting/Invoicing apps are installed, practice registering payment" " and reconciling invoices created from eBay orders with incoming eBay money." msgstr "如果安装了会计/发票应用程序，请练习注册付款并核对 eBay 订单和 eBay 入账的发票。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" msgstr ":doc:`../../..//finance/accounting/bank/reconciliation`" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 msgid "" "Generate a marketplace account deletion/closure notification token. To " "begin, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. Under the :guilabel:`eBay` heading, change the mode to " ":guilabel:`Production`, and input random text values for the " ":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " "button under the :guilabel:`eBay Marketplace Account Deletion/Closure " "Notifications` section. This token will be used during the setup on eBay for" " the deletion/closure notifications configuration." msgstr "" "生成市场账户删除/关闭通知令牌。首先，导航至 :menuselection:`销售应用程序 --> 配置 --> 设置`。在 " ":guilabel:`eBay` 标题下，将模式更改为 :guilabel:`生产`，并为 :guilabel:`生产证书密钥`输入随机文本值。然后点击" " :guilabel:`eBay 市场账户删除/关闭通知` 部分下的 :guilabel:`生成令牌` 按钮。该令牌将用于在 eBay " "上设置删除/关闭通知配置。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Generate a verification token in Odoo." msgstr "在 Odoo 中生成验证令牌。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 msgid "Set up on eBay" msgstr "在 eBay 上设置" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 msgid "Set up eBay developer account" msgstr "设置 eBay 开发者账户" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 msgid "" "To start, create an eBay developer account via `eBay's developer portal " "`_. This site requires a different login and" " password than the eBay account, though the same email address can be used " "to register. The verification to create a developer account is around 24 " "hours." msgstr "" "首先，通过`eBay 开发者门户 `_创建一个 eBay " "开发者账户。该网站要求登录名和密码与 eBay 帐户不同，但可以使用相同的电子邮件地址进行注册。创建开发者账户的验证时间约为 24 小时。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 msgid "Set up eBay keyset" msgstr "设置 eBay 按键" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 msgid "" "Once the eBay developer account is created, set up an application on `eBay's" " developer portal `_. Next, navigate to the " ":guilabel:`Hi [username]` heading at top right of screen, then from the " "drop-down menu options, click :guilabel:`Application Keysets`. Doing so " "opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " "(up to fifty characters), and choose a development environment " "(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " "first keyset. This application title is not saved until the keyset is " "generated. Click on :guilabel:`Create a keyset` to generate the keyset." msgstr "" "创建 eBay 开发者账户后，在 `eBay 的开发者门户网站 `_ " "上设置应用程序。接下来，导航到屏幕右上方的 :guilabel:`你好 [用户名]` 标题，然后从下拉菜单选项中点击 " ":guilabel:`应用程序密钥集`。这样操作会打开一个弹出窗口，提示用户 :guilabel:`输入应用程序标题` （最多 50 " "个字符），并选择开发环境（:guilabel:`沙盒环境` 或 " ":guilabel:`生产环境`）。这两个字段将生成第一个密钥集。在生成密钥集之前，不会保存此应用程序标题。点击 :guilabel:`创建密钥集` " "进行生成。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 msgid "" "The newly created *production keyset* is disabled by default. Activate it by" " subscribing to the eBay Marketplace 'account deletion or closure " "notifications' or by applying to eBay for an exemption. Once enabled, the " "database can make 5000 calls per day using this keyset." msgstr "" "新创建的*生产密钥集*默认为禁用。通过订阅 eBay 市场的 '账户删除或关闭通知'或向 eBay 申请豁免以激活。启用后，数据库每天可使用此密钥集拨打" " 5000 个电话。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Disabled keyset present after creating a keyset." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 msgid "Configure account deletion / notification settings (Production)" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 msgid "" "To configure notifications or delete the database on a production " "environment, navigate to the `eBay developer portal " "`_. Configure the account " "deletion/notification settings in eBay by navigating to the `Hi [username]` " "at top right of screen, then :guilabel:`Application Keysets`." msgstr "" "要在生产环境中配置通知或删除数据库，请访问 `eBay 开发人员门户 " "`_。通过导航至屏幕右上角的`你好[用户名]`，然后选择:guilabel:`应用程序密钥集`，在" " eBay 中配置帐户删除/通知设置。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 msgid "" "Next, click the :guilabel:`marketplace deletion/account closure " "notification` option under the :guilabel:`Production` keyset column. Enter " "an email under :guilabel:`Email to notify if marketplace account deletion " "notification endpoint is down`. Click :guilabel:`Save` to enable the email." msgstr "" "接下来，点击 :guilabel:`生产` 密钥集下的 :guilabel:`市场删除/账户关闭通知` " "选项。在:guilabel:`市场账户删除通知端点关闭时，通知电子邮件`下输入电子邮件。点击 :guilabel:`保存` 启用电子邮件。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 msgid "" "Following this action, enter the :guilabel:`Marketplace account deletion " "notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" " Odoo by navigating to :menuselection:`Sales app --> Configuration --> " "Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " "Notifications` field." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 msgid "" "Clicking the :guilabel:`Generate Token` button in Odoo below this field " "creates a verification token for the eBay production environment. In Odoo, " ":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" " :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " ":guilabel:`Event Notification Delivery Method`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Configuring account deletion / notification settings in eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 msgid "" "After completing the above fields, click :guilabel:`Send Test Notification` " "to test the new notifications. Proceed to the next step when the green check" " mark appears. Revisit the above settings if the test post is not as " "expected." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 msgid "" "After configuring notification settings, go back to the " ":menuselection:`Application Keys` page to generate production keysets." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 msgid "Creating the keyset" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 msgid "" "A successful setup of the notifications enables the ability to create " "Production Keysets which are needed in the remainder of the Odoo " "configuration. Navigate back to the :menuselection:`Application Keys` page " "generate a production keyset." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 msgid "" "The administrator is prompted to :menuselection:`Confirm the Primary " "Contact`. Enter or confirm the account owner (the person legally responsible" " for the eBay API License Agreement). Fill out :guilabel:`First Name`, " ":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " "either the :guilabel:`Individual` or :guilabel:`Business` options." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 msgid "" "The provided email address or phone number does **not** have to match the " "account's. eBay uses this information to contacting the business or " "individual in case of issues with user tokens. Additional contacts can be " "added from the :guilabel:`Profile & Contacts` page on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 msgid "" "Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." " The :guilabel:`Application Keys` populates in a new screen and an email is " "also sent to the developer account. An :guilabel:`App ID (Client ID)`, " ":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Application keys are populated after creating the app in eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 msgid "" "Copy these values down as they will be input into Odoo later in the process." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 msgid "Create eBay user token" msgstr "创建 eBay 用户令牌" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 msgid "" "Now, create a *user token* in eBay by navigating to the `Hi [username]` at " "top right of screen, then :guilabel:`User Access Tokens`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Generate user token s on the eBay developer console." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 msgid "" "Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " "or :guilabel:`Production` for the live database. Maintain the same selection" " for all environment settings on both eBay and Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 msgid "" "Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " "to get a user token in the chosen environment. This button varies based on " "the selection made above for either :guilabel:`Sandbox` or " ":guilabel:`Production`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 msgid "" "Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " "Address`. Complete the required fields, which are :guilabel:`First Name`, " ":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," " and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " ":guilabel:`Individual` or :guilabel:`Business`. To complete the " "confirmation, click :guilabel:`Sign into eBay to get a Token`." msgstr "" "这样做会弹出一个 :guilabel:`确认您的合法地址` 窗口。填写必填字段，即 " ":guilabel:`名`、:guilabel:`姓`、:guilabel:首选电子邮件`、:guilabel:`合法地址`和 " ":guilabel:`账户类型`。对于 :guilabel:`账户类型`，请选择 :guilabel:`个人`或 " ":guilabel:`企业`。要完成确认，请点击 :guilabel:`登录 eBay 获取令牌`。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 msgid "" "eBay will contact this individual or business should there be any issues " "with the application keys. Other contacts can be added on the " ":menuselection:`Profile & Contacts` eBay page." msgstr "" "如果申请密钥出现任何问题，eBay 将与此个人或企业联系。其他联系人可在 :menuselection:`简介与联系人` eBay 页面上添加。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 msgid "" "The administrator will be redirected to either a sandbox or production sign-" "in page for eBay. This login is different than the eBay developer's console," " it is the eBay account where the items will be sold on. This email and/or " "login can differ from the eBay developer account." msgstr "" "管理员将被重定向到 eBay 的沙盒或生产登录页面。该登录页面与 eBay 开发者控制台不同，它是出售物品的 eBay " "账户。该电子邮件和/或登录名可能与 eBay 开发者账户不同。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 msgid "" "Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" " sign into the eBay account." msgstr "输入 eBay 帐户的 :guilabel:`电子邮件` 或 :guilabel:`用户名` 并登录 eBay 帐户。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 msgid "" "Should an additional user be needed for the sandbox simulation, a test user " "needs to be created. Visit `eBay's Register for Sandbox form " "`_. Detailed instructions can " "be found on eBay's help pages: `Create a test Sandbox user " "`_." msgstr "" "如果沙盒模拟需要额外的用户，则需要创建一个测试用户。请访问 `eBay 的注册沙盒表格 " "`_。详细说明请参阅 eBay 的帮助页面：创建测试沙盒用户 " "`_。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 msgid "Grant application access" msgstr "授予应用程序访问权限" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 msgid "" "After signing into the production or sandbox environment, eBay presents the " "administrator with an *agreement* to grant access to the user's eBay data." msgstr "在登录到生产环境或沙箱环境后，eBay 会向管理员出示一份*协议*，允许其访问用户的 eBay 数据。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 msgid "" "Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " "*application programming interface* (API). This agreement can be changed at " "any time by visiting eBay's account preferences." msgstr "" "点击 :guilabel:`同意`，允许 eBay 将 eBay 帐户与 *应用程序编程接口*（API）链接。该协议可随时通过访问 eBay " "的账户偏好设置进行更改。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 msgid "" "eBay has a timed sequence between signing in and agreeing to the terms for " "the :abbr:`API (Application Programming Interface)` linkage to the account. " "Once complete a :guilabel:`User Token` will populate on the " ":menuselection:`User Tokens` page." msgstr "" "eBay 在登录和同意 :abbr:`API（应用程序接口）` " "链接到帐户的条款之间有一个定时序列。一旦完成，:guilabel:`用户令牌`将在:menuselection:`用户令牌`页面上弹出。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 msgid "" "A :guilabel:`User Token` will populate on the screen. Make sure to copy this" " token down as it will be used in the next steps along with the " ":guilabel:`Application Keyset`." msgstr "" "屏幕上将显示 :guilabel:`用户令牌`。确保将此令牌复制下来，因为它将与 :guilabel:`应用程序密钥集` 一起用于接下来的步骤。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "" "Generated user token and API explorer link on the eBay developer console." msgstr "在 eBay 开发人员控制台上生成用户令牌和 API 浏览器链接。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 msgid "" "Signing in to the eBay account is necessary to create to the token. The eBay" " developer can also revoke the token by clicking on the :guilabel:`Revoke a " "Token` link." msgstr "必须登录 eBay 账户才能创建令牌。eBay 开发者也可点击 :guilabel:`撤销令牌` 链接撤销令牌。" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 msgid "API explorer" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 msgid "" "Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " "been created, a test can be executed via the `API Explorer " "`_ to " "ensure that the :abbr:`API (Application Programming Interface)` is " "configured correctly. This test will execute a simple search using the " ":abbr:`API (Application Programming Interface)`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 msgid "" "To begin the :abbr:`API (Application Programming Interface)` test, click on " ":guilabel:`Get OAuth Application Token`. This will populate the key into the" " :guilabel:`Token` field." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 msgid "" "A basic search function is set to execute. Click on :guilabel:`Execute` to " "complete the test. A successful test will respond with a :guilabel:`Call " "Response` of `200 OK` with a corresponding :guilabel:`Time`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 msgid "Entering credentials into Odoo" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 msgid "" "The previously copied :guilabel:`User Token` and :guilabel:`Application " "Keyset` are now ready to be entered into the Odoo database." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 msgid "" "Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " "Configuration --> Settings --> eBay`) and paste the following credentials " "from eBay into the corresponding fields in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 msgid "Platform" msgstr "平台" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 msgid "Dev Key/ID" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 msgid "Token" msgstr "令牌" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 msgid "App Key/ID" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 msgid "Cert Key/ID" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 msgid "eBay" msgstr "eBay" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 msgid "Dev ID" msgstr "Dev ID" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 msgid "User Token" msgstr "用户令牌" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 msgid "App ID (Client ID)" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 msgid "Cert ID (Client Secret)" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 msgid "Odoo" msgstr "Odoo" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 msgid "Developer Key" msgstr "开发者密钥" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 msgid "Production/Sandbox Token" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 msgid "Production/Sandbox App Key" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 msgid "Production/Sandbox Cert Key" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 msgid "" "The :guilabel:`Application Keyset` can be accessed by going to `eBay's " "developer portal `_ and navigate to the `Hi " "[username]` at top right of screen, then click on :guilabel:`Application " "Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " "[username]` at top right of screen, then :guilabel:`User Access Tokens` and " "click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" " be accessed by clicking on :guilabel:`User Tokens` from the " ":menuselection:`Application Keys` page." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 msgid "" "Confirm that the setup is correct by saving the credentials in Odoo. Once " "the initial setup is complete, a new menu tab in products will appear called" " `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " "documentation on how to list products." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 msgid "" "Sync product categories by clicking :guilabel:`Product Categories`. After " "syncing, a new menu item, `eBay Category`, appears available for products to" " be configured with. These eBay categories are imported from the Odoo " "database and are available when listing an item on eBay through Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 msgid "" "If Product Categories beyond four paths are required, users will need to " "manually add those paths. This has historically been done by getting a list " "of all product categories beyond four paths, manually importing them into " "the Product Category model in Odoo, and then linking them individually to " "the product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 msgid "Now that the setup is complete, proceed to either:" msgstr "设置完成后，请执行以下任一操作：" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 msgid ":doc:`Create listings `" msgstr ":doc:`创建列表`" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 msgid ":doc:`Link existing listings `" msgstr ":doc:`链接现有列表`" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 msgid "Troubleshooting eBay connector" msgstr "eBay 连接器故障排除" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 msgid "Accept account deletion notifications" msgstr "接受帐户删除通知" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " "request for deletion, all eBay partners must confirm the reception of the " "request and take further action if necessary." msgstr "" "自2021 9月起， **趣需要支持客户账户删除/关闭通** " "。因此，当易趣收到账户删除请求时，所有易趣合作伙伴必须确认收到该请求，并在必要时采取进一步行动。" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " "the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" "Odoo 有一个通知端点来接收这些通知，确认接收到请求，并处理第一组操作，以匿名化*联系人*中的账户详细信息，并删除客户对门户网站的访问权限。" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" "Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" "请确保正确 :ref:`设置订阅市场账户删除通知 `，因为在订阅完成之前，eBay 可能会暂时禁用相关的 eBay 账户。" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 msgid "Verify the installation of Odoo is up to date" msgstr "验证 Odoo 安装是否为最新版本" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 msgid "" "In order to activate the endpoint, the module *eBay Connector - Account " "Deletion* must be installed. If the Odoo database was first created after " "September 2021, the module is installed automatically and the administrator " "can proceed to the :ref:`next step `." msgstr "" "要激活端点，必须安装模块 *eBay 连接器 - 账户删除*。如果 Odoo 数据库是在 2021 年 9 " "月之后首次创建的，则模块会自动安装，管理员可继续执行 :ref:`下一步 `。" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 msgid "Update Odoo to the latest release" msgstr "将Odoo更新到最新版本" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 msgid "" "The notification endpoint is made available through a new Odoo module; to be" " able to install it, the administrator must make sure that the Odoo source " "code is up-to-date." msgstr "通知端点通过一个新的 Odoo 模块提供；要安装该模块，管理员必须确保 Odoo 源代码是最新的。" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 msgid "" "If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " "already up-to-date, so proceed to the next step." msgstr "如果公司在 Odoo.com 或 Odoo.sh 平台上使用 Odoo，则代码已是最新的，请继续下一步。" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 msgid "" "If the company uses Odoo with an on-premise setup or through a partner, then" " the administrator must update the installation as detailed in :doc:`this " "documentation page ` or by contacting an " "integrating partner." msgstr "" "如果公司通过内部安装或合作伙伴使用 Odoo，则管理员必须按照 " ":doc:`本文档第页` 中的详细说明更新安装，或联系您的整合合作伙伴。" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 msgid "Update the list of available modules" msgstr "更新可用模块列表" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 msgid "" "New modules must be *discovered* by the Odoo instance to be available in the" " :menuselection:`Apps` menu." msgstr "新模块必须由 Odoo 实例 *发现*，才能在 :menuselection:`应用程序` 菜单中可用。" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 msgid "" "To do so, activate the :ref:`developer mode `, and go to " ":menuselection:`Apps -> Update Apps List`. A wizard will ask for " "confirmation." msgstr "" "要执行此操作，请激活 :ref:`开发者模式`，然后转到 :menuselection:`应用程序 -> " "更新应用程序列表`。向导会要求确认。" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 msgid "Install the eBay Connector - Account Deletion update" msgstr "安装 eBay 连接器 - 账户删除更新" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 msgid "" "**Never** install new modules in the production database without testing " "them in a duplicate or staging environment. For Odoo.com customers, a " "duplicate database can be created from the database management page. For " "Odoo.sh users, the administrator should use a staging or duplicate database." " For on-premise users, the administrator should use a staging environment - " "contact the integrating partner for more information regarding how to test a" " new module in a particular setup." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 msgid "" "To install the module, go to the :menuselection:`Apps` menu, remove the " "`Apps` search facet and search for `eBay`. If the module *eBay Connector - " "Account Deletion* is present and marked as installed, the Odoo database is " "already up-to-date and the administrator can proceed with the next step. If " "it is not yet installed, install it now." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "从Odoo检索端点详细信息" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" " --> Settings --> eBay`. First, input random text values for the " ":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " "Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " "Token`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "订阅帐户删除通知" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" "Navigate to the `eBay developer portal `_. " "Configure the account deletion/notification settings in eBay by navigating " "to the `Hi [username]` at the top right of screen, then go to " ":guilabel:`Alerts & Notifications`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "eBay提醒和通知仪表板概述" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "要订阅删除/关闭通知，易趣需要一些详细信息：" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" "An *email address* to send notifications to if the endpoint is unreachable." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 msgid "The *endpoint details*:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "Odoo帐户删除通知终结点的URL" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "验证令牌" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "用于输入端点详细信息的专用栏" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" "The administrator can edit the last two fields once the email address field " "is filled out." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "验证与端点的连接" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " "testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" "The following confirmation message should be received: \"A test notification" " was sent successfully!\"" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "用于发送测试通知的按钮" #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "开票方式" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "首付" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:5 msgid "" "A down payment is a partial payment made by the buyer when a sales contract " "is concluded. This implies both parties' (seller and buyer) full commitment " "to honor the contract." msgstr "首付款是买方在签订销售合同时支付的部分款项。这意味着双方（卖方和买方）完全承诺履行合同。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:8 msgid "" "With a down payment, the buyer pays a portion of the total amount owed while" " agreeing to pay the remaining amount at a later date. In turn, the seller " "provides goods or services to the buyer after accepting the down payment, " "trusting that the remaining amount will be paid later on." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 msgid "Create invoices" msgstr "创建发票" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:15 msgid "" "When a sales order is confirmed, the option to create an invoice becomes " "available, via the :guilabel:`Create Invoice` button, located in the upper-" "left corner of the sales order form. When clicked, a :guilabel:`Create " "invoices` pop-up appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "Create invoices pop-up form that appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:24 msgid "" "Invoices are automatically created as drafts, so they can be reviewed before" " validation." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:26 msgid "" "On the :guilabel:`Create invoices` pop-up, there are 3 options to choose " "from in the :guilabel:`Create Invoice` field:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid ":guilabel:`Regular invoice`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:30 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:42 msgid ":guilabel:`Down payment (percentage)`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:31 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:43 msgid ":guilabel:`Down payment (fixed amount)`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 msgid "" "If :guilabel:`Regular Invoice` is selected, the other fields disappear, as " "they only pertain to down payment configurations." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:38 msgid "Initial down payment request" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:40 msgid "" "On the :guilabel:`Create invoices` pop-up form, the down payment options " "are:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:45 msgid "" "Once the desired down payment option is selected in the :guilabel:`Create " "Invoice` field on the pop-up form, designate the desired amount, either as a" " percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:49 msgid "" "Then, select the appropriate income account for the invoice in the " ":guilabel:`Income Account` field. Next, select a tax amount, if necessary, " "in the :guilabel:`Customer Taxes` drop-down field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "A create invoices pop-up form with down payment fields filled in with " "information." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:56 msgid "" "Once all fields are filled in with the desired information, click the " ":guilabel:`Create Draft Invoice` button. Upon clicking this button, Odoo " "reveals the :guilabel:`Customer Invoice Draft`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:59 msgid "" "In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice " "Draft`, the down payment that was just configured in the :guilabel:`Create " "invoices` pop-up form appears as a :guilabel:`Product`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Down payment as a product in the invoice lines tab of a customer invoice " "draft in Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:68 msgid "" "When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` " "tab is clicked, Odoo reveals the product form for the down payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:71 msgid "" "By default, the :guilabel:`Product Type` of down payment products generated " "for invoices are set as :guilabel:`Service`, with the :guilabel:`Invoicing " "Policy` set to :guilabel:`Prepaid/Fixed Price`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Down payment product form with service product type and invoicing policy " "field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 msgid "This product can be edited/modified at any time." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:82 msgid "" "If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the " ":guilabel:`Invoicing Policy`, an invoice will **not** be able to be created." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:86 msgid "Example: request 50% down payment" msgstr "例如：要求支付 50%的首付款" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:89 msgid "" "The following example involves a 50% amount down payment on a product " "(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the " ":guilabel:`Invoicing Policy`." msgstr "以下示例涉及产品（:guilabel:`带门橱柜`）的 50%首付款，:guilabel:`订购数量`为:guilabel:`发票政策`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:0 msgid "Cabinet with doors product form showcasing various details and fields." msgstr "展示了带门的橱柜产品表单，其中包含各种细节和字段。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 #: ../../content/applications/sales/sales/invoicing/expense.rst:226 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 msgid ":doc:`invoicing_policy`" msgstr ":doc:`invoicing_policy`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:99 msgid "" "First, navigate to :menuselection:`Sales app --> New`, and add a " ":guilabel:`Customer` to the quotation." msgstr "首先，导航至 :menuselection:`销售应用程序 --> 新建`，然后在报价单中添加 :guilabel:`客户` 。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:102 msgid "" "Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, " "and select the :guilabel:`Cabinet with Doors` product." msgstr "然后，单击 :guilabel:`订单线` 选项卡中的 :guilabel:`添加产品` 并选择 :guilabel:`带门橱柜` 产品。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:105 msgid "" "When the order is confirmed (via the :guilabel:`Confirm` button), the " "quotation turns into a sales order. Once this occurs, create and view the " "invoice by clicking :guilabel:`Create Invoice`." msgstr "" "订单确认后（通过 :guilabel:`确认` 按钮），报价单将变为销售订单。此时，请单击 :guilabel:`创建发票`，创建并查看发票。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Cabinet with doors sales order that's been confirmed in the Odoo Sales " "application." msgstr "带门橱柜销售订单已在 Odoo 销售应用程序中确认。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:112 msgid "" "Next, on the :guilabel:`Create invoices` pop-up window that appears, select " ":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down " "Payment Amount` field." msgstr "" "然后，在弹出的 :guilabel:`创建发票` 窗口中，选择 :guilabel:`首付款（百分比）`，并在 :guilabel:`首付金额` " "字段中输入`50`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:116 msgid "" "The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are " "*not* required fields, and they will *not* appear if they've already been " "preconfigured in previous down payment requests." msgstr "" ":guilabel:`收入账户`和 :guilabel:`客户税金`字段**不是**必填字段，如果已在之前的首付款请求中预先配置，则**不会**出现。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:120 msgid "" "For more information, check out the documentation on :ref:`customer taxes " "modification on down payments ` and :ref:`income account modification on down payments " "`." msgstr "" "有关更多信息，请查看 :ref:`首期付款的客户税金修改 ` 和 :ref:`首期付款的收入账户修改 ` 文档。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:124 msgid "" "Lastly, click :guilabel:`Create Draft Invoice` to create and view the " "invoice draft." msgstr "最后，单击:guilabel:`创建发票草稿`，创建并查看发票草稿。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:126 msgid "" "Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which " "includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice" " Lines` tab." msgstr "" "单击 :guilabel:`创建发票草稿` 将显示发票草稿，其中包括作为 :guilabel:`发票行` 选项卡中的 :guilabel:`产品` " "的首付款。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:129 msgid "" "From there, the invoice can be confirmed and posted by clicking " ":guilabel:`Confirm`. Confirming the invoice changes the status from " ":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of " "buttons at the top of the page." msgstr "" "点击 :guilabel:`确认` 即可确认和张贴发票。确认发票后，状态将从 :guilabel:`草稿` 变为 " ":guilabel:`已发布`。页面顶部还会显示一系列新按钮。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "Odoo 销售中提及的首付款发票草稿样本。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:137 msgid "" "From those buttons, the payment can be registered by clicking " ":guilabel:`Register Payment`." msgstr "在这些按钮中，点击 :guilabel:`注册付款` 即可注册付款。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "已确认客户发票上的注册付款按钮展示。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:143 msgid "" "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-" "populated with the necessary information. Confirm the information provided " "is correct and make any necessary adjustments. When ready, click the " ":guilabel:`Create Payment` button." msgstr "" "这样做会弹出一个 :guilabel:`注册付款` 表格，该表格会自动填充必要的信息。确认所提供的信息是否正确，并进行必要的调整。准备就绪后，点击 " ":guilabel:`创建付款` 按钮。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment pop-up window with create payment button." msgstr "弹出注册付款窗口，并带有创建付款按钮。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:151 msgid "" "After clicking :guilabel:`Create Payment`, Odoo reveals the customer " "invoice, now with a green :guilabel:`In Payment` banner in the upper-right " "corner." msgstr "点击 :guilabel:`创建付款` 后，Odoo 会显示客户发票，现在右上角有一个绿色的 :guilabel:`付款中` 横幅。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Customer Invoice with a green In Payment banner located in the upper-right " "corner." msgstr "客户发票右上角有绿色的“付款中”横幅。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:158 msgid "" "Now, when the customer wants to pay the remaining amount of the order, " "another invoice must be created. To do that, return to the sales order, via " "the breadcrumb links." msgstr "现在，当客户要支付订单剩余金额时，必须再创建一张发票。为此，请通过面包屑链接返回销售订单" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:161 msgid "" "Back on the sales order, a new :guilabel:`Down Payments` section is present " "in the :guilabel:`Order Lines` tab, along with the down payment that was " "just invoiced and posted." msgstr "" "回到销售订单，在 :guilabel:`订单线` 选项卡中出现了一个新的 :guilabel:`首付款` 部分，以及刚刚开具发票并入账的首付款。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payments section in the order lines tab of a sales order." msgstr "销售订单的订单行选项卡中的首付款部分。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:168 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "然后，点击 :guilabel:`创建发票` 按钮。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 msgid "" "On the :guilabel:`Create invoices` pop-up window that appears, there are two" " new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`." msgstr "在弹出的 :guilabel:`创建发票` 窗口中，有两个新字段：:guilabel:`已开发票` 和 :guilabel:`发票金额`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The deduct down payment option on the create invoices pop up in Odoo Sales." msgstr "在 Odoo 销售系统中，创建发票时弹出扣除首付款选项。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:177 msgid "" "If the remaining amount is ready to be paid, select the :guilabel:`Regular " "Invoice` option. Odoo will create an invoice for the exact amount needed to " "complete the total payment, as indicated in the :guilabel:`Amount to " "invoice` field." msgstr "" "如果剩余金额已准备好支付，请选择 :guilabel:`普通发票` 选项。Odoo 将根据 :guilabel:`发票金额` " "字段中显示的完成总付款所需的确切金额创建发票。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:181 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "准备就绪后，点击 :guilabel:`创建发票草稿`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:183 msgid "" "Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing " "*all* the invoices for that specific sales order in the :guilabel:`Invoice " "Lines` tab. Each invoice line item displays all the necessary information " "related to each invoice." msgstr "" "这样做会显示另一个 :guilabel:`客户发票草稿` 页面，在 :guilabel:`发票行` " "选项卡中列出该特定销售订单的*所有*发票。每个发票行项目显示与每张发票相关的所有必要信息。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:187 msgid "" "To complete the flow, click :guilabel:`Confirm`, which changes the status of" " the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click " ":guilabel:`Register Payment`." msgstr "" "要完成流程，请点击:guilabel:`确认`，发票状态将从 :guilabel:`草稿`变为 :guilabel:`已发布`。然后，点击 " ":guilabel:`登记付款`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:190 msgid "" "Once again, the :guilabel:`Register Payment` appears, with all fields auto-" "populated with the necessary information, including the remaining amount " "left to be paid on the order." msgstr ":guilabel:`注册付款` 再次出现时，所有字段都会自动填充必要信息，包括订单的剩余付款金额。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second register payment pop-up form in Odoo sales." msgstr "Odoo 销售中的第二个注册付款弹出窗体。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:197 msgid "" "After confirming that information, click :guilabel:`Create Payment`. Doing " "so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In" " Payment` banner in the upper-right corner. Also, both down payments are " "present in the :guilabel:`Invoice Lines` tab." msgstr "" "确认信息后，点击 :guilabel:`创建付款`。这样就会显示最终的 :guilabel:`客户发票` 并在右上角显示绿色的 " ":guilabel:`付款中` 横幅。此外，两个首付款都会出现在 :guilabel:`发票行` 选项卡中。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "在 Odoo 销售系统中，第二张首付款发票带有付款横幅。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:205 msgid "At this point, the flow is now complete." msgstr "至此，流程完成。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:208 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "使用 :guilabel:`固定金额` 首付款选项也可实现此流程。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:211 msgid "" "If a down payment is used with a product that has a :guilabel:`Delivered " "quantities` invoicing policy, the down payments will **not** be able to be " "deducted when it comes time to invoice the customer." msgstr "如果首付款与具有 :guilabel:`交付数量` 发票政策的产品一起使用，则在向客户开具发票时，首期付款将**无法**扣除。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:215 msgid "" "This is because, due to the invoicing policy, the product(s) would have to " "be delivered *before* creating the final invoice." msgstr "这是因为，根据发票政策，产品必须在开具最终发票*之前*交付。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:218 msgid "" "If nothing has been delivered, a :guilabel:`Credit Note` is created, which " "cancels the draft invoice that was created after the down payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:221 msgid "" "To utilize the :guilabel:`Credit Note` option, the *Inventory* application " "must be installed, in order to confirm the delivery. Otherwise, the " "delivered quantity can be entered manually directly on the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "Customer taxes modification on down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:230 msgid "" "To adjust the income account and customer taxes attached to a down payment, " "navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> " "Products --> Products`), search for the `Down Payment` product in the search" " bar, and select it to reveal the product detail page." msgstr "" "要调整首期付款所附的收入账户和客户税金，请导航至 :guilabel:`产品` 页面（:menuselection:`销售应用程序 --> 产品 -->" " 产品`），在搜索栏中搜索 `首期付款` 产品，然后选择该产品以显示产品详细页面。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:234 msgid "" "On the :guilabel:`Down Payment` product page, in the :guilabel:`General " "Information` tab, the customer taxes can be modified in the " ":guilabel:`Customer Taxes` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How to modify the income account link to down payments." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:244 msgid "Income account modification on down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:246 msgid "" "To change or adjust the income account attached to the :guilabel:`Down " "Payment` product page, the *Accounting* app **must** be installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:249 msgid "" "With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes " "available on the product page. That tab will **not** be accessible without " "the *Accounting* app installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:252 msgid "" "In the :guilabel:`Accounting` tab, the income account can be changed in the " ":guilabel:`Income Account` field, located in the :guilabel:`Receivables` " "section." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:5 msgid "" "While working on a project for a client, employees often have to spend their" " own money on various expenses related to the project." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:8 msgid "" "For example, an employee may need to use their own money to pay for a hotel," " while they provide an on-site service for a client. As a company, this " "expense should be reinvoiced to the customer. With Odoo, these kinds of " "expenses can quickly be reinvoiced to the customer related to the project." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:13 msgid "Expenses application" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:15 msgid "" "To be able to reinvoice a customer for an expense, the *Expenses* " "application **must** be installed." msgstr "要向客户重新开具费用发票，**必须**安装*费用*应用程序。" #: ../../content/applications/sales/sales/invoicing/expense.rst:17 msgid "" "To install the *Expenses* application, navigate to :menuselection:`main Odoo" " dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* " "application block. When clicked, Odoo installs the application, refreshes " "the page, and returns to the main Odoo dashboard." msgstr "" "要安装 *费用* 应用程序，请导航至 :menuselection:`Odoo 主仪表板 --> 应用程序`，然后点击 *费用* 应用程序块上的 " ":guilabel:`安装`。点击后，Odoo 将安装应用程序，刷新页面并返回 Odoo 主仪表板。" #: ../../content/applications/sales/sales/invoicing/expense.rst:22 msgid "Add expenses to sales orders" msgstr "向销售订单添加费用" #: ../../content/applications/sales/sales/invoicing/expense.rst:24 msgid "" "To begin, have a sales order confirmed in the *Sales* app to which a " "reinvoiced expense can be added. Or, create a new sales order from scratch. " "To do that, navigate to the :menuselection:`Sales app --> New`. Doing so " "reveals a blank quotation form." msgstr "" "首先，在 *销售* 应用程序中确认销售订单，并在其中添加重新开具发票的费用。或者，从头开始创建一个新的销售订单。为此，请导航至 " ":menuselection:`销售应用程序 --> 新建`。这样会显示一个空白的报价单。" #: ../../content/applications/sales/sales/invoicing/expense.rst:28 msgid "" "Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order " "Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product " "from the drop-down menu." msgstr "" "然后，添加一个 :guilabel:`客户`，点击 :guilabel:`添加产品`，在 " ":guilabel:`订单行`选项卡中添加一个产品。然后，从下拉菜单中选择产品。" #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "最后，点击 :guilabel:`确认`，以确认销售订单。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "已确认的销售订单在 Odoo 销售应用程序中的展示。" #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "销售订单确认后，就可以创建费用了。" #: ../../content/applications/sales/sales/invoicing/expense.rst:39 msgid "" "To do that, navigate to the *Expenses* application, by going to " ":menuselection:`main Odoo dashboard --> Expenses`." msgstr "要执行此操作，请进入 :menuselection:`Odoo 主仪表板 --> 费用` 浏览*费用*应用程序。" #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "" "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank" " expenses form." msgstr "然后，在*费用*仪表板中，点击 :guilabel:`新建`，显示一个空白的费用表单。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "Odoo 费用应用程序中的空白费用表单。" #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "" "On the expenses form, add a :guilabel:`Description` to easily reference the " "expense." msgstr "在费用表单中，添加 :guilabel:`说明` 以方便引用费用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:50 msgid "" "Then, in the :guilabel:`Category` field, select one of the following options" " from the drop-down menu:" msgstr "然后，在 :guilabel:`类别` 字段中，从下拉菜单中选择以下选项之一：" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid "" ":guilabel:`Communication`: any form of communication related to a " "project/order." msgstr ":guilabel:`沟通`：与项目/订单有关的任何形式的沟通。" #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid "" ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr "guilabel:`其他`：不属于任何其他类别的费用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr ":guilabel:`餐费`：与项目/订单相关的任何形式的餐费。" #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr ":guilabel:`礼品`：与项目/订单相关的任何形式的礼品费用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:57 msgid "" ":guilabel:`Mileage`: any form of mileage (gas) costs related to " "project/order." msgstr ":guilabel:`里程`：与项目/订单有关的任何形式的里程（汽油）费用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid "" ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs " "related to a project/order." msgstr ":guilabel:`差旅和住宿`：与项目/订单相关的任何差旅或住宿费用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:61 msgid "" "New expense categories can be created from an expense form, by clicking the " ":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, " "and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up " "window." msgstr "" "通过点击 :guilabel:`类别` 字段下拉菜单，选择 :guilabel:`查看全部`，并在弹出的 :guilabel:`搜索：类别` 窗口中点击" " :guilabel:`新建`，可在费用表单中创建新的费用类别。" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Search:Category expenses pop-up window from a blank expenses form in " "Odoo Expenses." msgstr "从 Odoo 费用中的空白费用表单弹出 “搜索：类别” 窗口。" #: ../../content/applications/sales/sales/invoicing/expense.rst:69 msgid "" "For this sample workflow, which will reinvoice a customer for a brief hotel " "stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& " "ACC] Travel \\& Accommodation`." msgstr "" "对于这个样例工作流程，将重新向客户开具一份短期酒店住宿的发票，此示例中的:guilabel:类别是:guilabel:`[交通\\&住宿] " "旅行\\&住宿`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:73 msgid "" "The following example requires the *Sales*, *Accounting*, and *Expense* apps" " to view/modify all the fields mentioned during the workflow." msgstr "下面的示例需要 *销售*、*会计* 和 *开支* 应用程序来查看/修改工作流程中提到的所有字段。" #: ../../content/applications/sales/sales/invoicing/expense.rst:76 msgid "" "Beneath the :guilabel:`Category` field, enter in the amount to be expensed " "in the :guilabel:`Total` field." msgstr "在 :guilabel:`类别` 字段下的 :guilabel:`总计` 字段中，输入要报销的支出金额。" #: ../../content/applications/sales/sales/invoicing/expense.rst:79 msgid "" "Next, designate if there are any :guilabel:`Included taxes` in the " ":guilabel:`Total`. If a preconfigured tax amount is selected from the " ":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, " "based on the amount entered in the :guilabel:`Total` field." msgstr "" "接下来，指定 :guilabel:`总计` 中是否有任何 :guilabel:`含税项`。如果从 :guilabel:`含税项` " "字段中选择了预先配置的税额，Odoo 将根据在 :guilabel:`总计` 字段中输入的金额，自动计算税额。" #: ../../content/applications/sales/sales/invoicing/expense.rst:83 msgid "" "Then, choose which :guilabel:`Employee` was responsible for the expense, and" " choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to " "reimburse)` or :guilabel:`Company`." msgstr "" "然后，选择费用由哪个 :guilabel:`员工` 负责，并在 :guilabel:`付款者` " "字段中选择一个选项：:guilabel:`员工（待报销）`或 :guilabel:`公司`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:86 msgid "" "In this case, our employee paid for the hotel with their own money, so the " ":guilabel:`Employee (to reimburse)` option is chosen." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:89 msgid "" "On the right-hand side of the expenses form, the option to add a " ":guilabel:`Bill Reference` is available. Beneath that, the auto-populated " ":guilabel:`Expense Date` and :guilabel:`Account` fields are available." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "" "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, " "if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:96 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field " "to reveal a drop-down menu. From this drop-down menu, select the appropriate" " sales order to which this expense should be attached. This field **must** " "be filled, in order to reinvoice a customer for an expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:100 msgid "" "Lastly, the option to modify the :guilabel:`Analytic Distribution` and " ":guilabel:`Company` fields are available. These fields are *not* required to" " complete a reinvoiced expense to a customer, but are available to modify, " "if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:104 msgid "" "Also, at the bottom of the expense form, there is a :guilabel:`Notes...` " "section, wherein any notes related to this expense can be added, if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:111 msgid "" "At the top of the expense form, there are buttons to :guilabel:`Attach " "Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:114 msgid "" "If there is a physical or digital receipt that should be attached to the " "expense, click :guilabel:`Attach Receipt`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:117 msgid "" "If the cost of this expense needs to be split, click :guilabel:`Split " "Expense`. This feature can be used for a number of reasons (spitting expense" " with another employee, to accommodate different tax rates, etc.)." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:121 msgid "" "If neither of these options are necessary, click :guilabel:`Create Report` " "to lock in the expense report that was just configured." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "" "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:130 msgid "" "Here, once the details related to the expense have been confirmed, click " ":guilabel:`Submit to Manager`. This sends the expense report to the " "approving manager, who will review the expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:133 msgid "" "The manager in charge of reviewing and approving the expense will inspect " "the details related to the expense, and if there are no issues, they will " "click the :guilabel:`Approve` button — which *only* appears on the manager's" " view of the :guilabel:`Expense Report Summary` that's been submitted to the" " manager by the employee." msgstr "" "负责审查和批准费用的经理将检查与费用相关的详细信息，如果没有问题，他们将点击 :guilabel:`批准` " "按钮，该按钮*只*会出现在经理查看员工提交给经理的 :guilabel:`费用报告摘要` 的视图中。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary that a manager will approve with an Approve " "button." msgstr "费用报告摘要，经理将通过点击“批准”按钮进行批准。" #: ../../content/applications/sales/sales/invoicing/expense.rst:142 msgid "" "Once approved, the buttons at the top of the :guilabel:`Expense Report " "Summary` change once again. At this point, the buttons at the top of the " ":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, " ":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset" " to Draft`." msgstr "" "批准后，:guilabel:`费用报告摘要` 顶部的按钮将再次更改。此时，:guilabel:`费用报告摘要` " "顶部的按钮为：:guilabel:`发布日记账分录`、:guilabel:`在下一张工资单中报告`、:guilabel:`拒绝`和:guilabel:`重置为草稿`。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary with post journal entries button at the top of the" " form." msgstr "表格顶部的费用报告摘要和日记账分录按钮。" #: ../../content/applications/sales/sales/invoicing/expense.rst:151 msgid "" "When the manager is satisfied with the :guilabel:`Expense Report Summary`, " "they'll click :guilabel:`Post Journal Entries`." msgstr "当经理对 :guilabel:`费用报告摘要`满意时，他们会点击 :guilabel:`发布日记账分录`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:154 msgid "" "Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and " "the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab " "is filled with the sales order that was initially configured to the expense " "in the :guilabel:`Customer to Reinvoice` field." msgstr "" "点击:guilabel:`发布日记账分录` 后，该按钮将消失，:guilabel:`费用`选项卡中的 :guilabel:`分析分配`列将填入最初配置到" " :guilabel:`客户重新开具发票`字段中费用的销售订单。" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 msgid "Reinvoice expense" msgstr "为开支重新开具发票" #: ../../content/applications/sales/sales/invoicing/expense.rst:161 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "完成这些步骤后，就可以返回销售订单，完成向客户重新开具费用发票的工作。" #: ../../content/applications/sales/sales/invoicing/expense.rst:164 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" "要执行此操作，请导航至 :menuselection:`Odoo 主仪表板 --> 销售应用程序`，然后选择应重新开具费用发票的相应销售订单。" #: ../../content/applications/sales/sales/invoicing/expense.rst:167 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " "in, and ready to be invoiced." msgstr "在销售表单中，新配置的费用现在位于 :guilabel:`订单线` 选项卡中， :guilabel:`已交货` 列已填好，可以开具发票。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A sales order with the configured expense ready to be invoiced in the Order " "Lines tab." msgstr "在“订单行”选项卡中开具已配置费用的销售订单。" #: ../../content/applications/sales/sales/invoicing/expense.rst:174 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " "invoices` pop-up window appears." msgstr "确认费用详情后，点击销售订单顶部的 :guilabel:`创建发票`。点击后，弹出 :guilabel:`创建发票` 窗口。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A create invoices pop-up window that appears when the Create Invoice is " "clicked." msgstr "点击创建发票时，弹出创建发票窗口。" #: ../../content/applications/sales/sales/invoicing/expense.rst:181 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" "在弹出窗口中，将 :guilabel:`创建发票` 字段保留为默认的 :guilabel:`普通发票` 选项，然后点击 " ":guilabel:`创建发票草稿`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:184 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." msgstr "这样做会显示一个:guilabel:`客户发票草稿`，该草稿仅在:guilabel:`发票行`选项卡中显示费用。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice draft with the expense in the Invoice Lines tab of the " "form." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:191 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:194 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " "and PDF invoice in the body of the message. The message can be reviewed and " "modified, if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:198 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " "message/invoice to the customer. Additionally, a PDF of the invoice is " "automatically downloaded for record-keeping and/or printing purposes." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:202 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:209 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " "auto-populated with the correct information. After reviewing the " "information, click :guilabel:`Create Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:217 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " "the invoice, signifying this invoice is paid for in full. Thus, completing " "the workflow." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:227 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:228 msgid ":doc:`milestone`" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "基于已交付或订购数量的开票" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "不同的业务政策可能需要不同的开票选项：" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7 msgid "" "The *Invoice what is ordered* rule is used as the default mode in Odoo " "*Sales*, which means customers are invoiced once the sales order is " "confirmed." msgstr "在 Odoo *销售* 中，*按订单开具发票*规则被用作默认模式，这意味着一旦销售订单得到确认，就会向客户开具发票。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9 msgid "" "The *Invoice what is delivered* rule invoices customers once the delivery is" " done. This rule is often used for businesses that sell materials, liquids, " "or food in large quantities. In these cases, the ordered quantity may differ" " slightly from the delivered quantity, making it preferable to invoice the " "quantity actually delivered." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19 msgid "" "To activate the necessary invoicing policy features, go to " ":menuselection:`Sales app --> Configuration --> Settings`, and under the " ":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: " ":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is " "delivered`." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29 msgid "" "If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** " "possible to activate the :guilabel:`Automatic Invoice` feature, which " "automatically generates invoices when an online payment is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36 msgid "" "On any product page, via the :menuselection:`Sales app --> Products --> " "Products dashboard`, locate the :guilabel:`Invoicing Policy` option located " "under the :guilabel:`General Information` tab. It can be changed manually " "using the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "对销售流程的影响" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47 msgid "" "In Odoo *Sales*, the basic sales flow starts with the creation of a " "quotation. Then, that quotation is sent to a customer. Next, it needs to be " "confirmed, which turns the quotation into a sales order. This, in turn, " "creates an invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51 msgid "" "The following is a breakdown of how invoicing policy rules impact the " "aforementioned sales flow:" msgstr "以下是开票政策规则如何影响上述销售流程的细目：" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53 msgid "" ":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An " "invoice is created as soon as a sale is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55 msgid "" ":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because " "the delivered quantity needs to be manually entered on the sales order. Or, " "the *Inventory* app can be installed and used to confirm the delivered " "quantity before creating an invoice with the *Sales* app." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60 msgid "" "If a user attempts to create an invoice without validating the delivered " "quantity, the following error message appears: :guilabel:`There is no " "invoiceable line. If a product has a Delivered quantities invoicing policy, " "please make sure that a quantity has been delivered.`" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69 msgid "" "Once a quotation is confirmed, and the status changes from " ":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and " "invoiced quantities are available to view, directly from the sales order. " "This is true for both invoicing policy rule options." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77 msgid "" "Odoo automatically adds the quantities to the invoice, both " ":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial " "delivery, when the quotation is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80 msgid "" "Finally, there are a few different options to create an invoice: " ":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or " ":guilabel:`Down payment (fixed amount)`." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84 msgid "" "Be sure to check out the documentation explaining down payment options to " "learn more: :doc:`/applications/sales/sales/invoicing/down_payment`" msgstr "" "请查看解释首付款选项的文档，了解更多信息： " ":doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "开票项目流程" #: ../../content/applications/sales/sales/invoicing/milestone.rst:5 msgid "" "Invoicing based on project milestones can be used for expensive or large-" "scale projects. The series of milestones in a project represent a clear " "sequence of work that will inevitably result in the completion of a project " "and/or contract." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:9 msgid "" "This method of invoicing ensures the company gets a consistent flow of money" " throughout the lifetime of the project. Customers can closely monitor every" " phase of the project's development as it happens, in addition to paying a " "large bill in several installments, instead of all at once." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "创建里流程式产品" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "" "In Odoo, each milestone of a project is considered as an individual product." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:18 msgid "" "To create and/or configure products to work like this, first navigate to " ":menuselection:`Sales app --> Products --> Products`. Then, click on a " "product, or create a new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:22 msgid "" "The option to invoice based on milestones is only available for certain " "product types." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:24 msgid "" "On the product form, under the :guilabel:`General Information` tab, the " ":guilabel:`Product Type` field *must* be set on any of the following " "options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event " "Booth`, or :guilabel:`Course`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoicing policy field drop-down menu with options on product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:32 msgid "" "With any of those :guilabel:`Product Type` options selected, choose " ":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-" "down menu." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:39 msgid "Beneath that is the :guilabel:`Create on Order` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:41 msgid "" "To ensure workflows are as seamless as possible, it is recommended that an " "option in the :guilabel:`Create on Order` field is selected." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:45 msgid "" "Leaving it on the default :guilabel:`Nothing` option won't negatively affect" " the desired workflow. However, a project *must* then be created directly " "from a sales order form with that specific product. Once a project is " "created *then* milestones and tasks can be created and configured." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:50 msgid "" "When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` " "is clicked, a drop-down menu is revealed with the following options:" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:53 msgid "" ":guilabel:`Task`: Odoo creates a task related to this milestone product in " "the *Projects* app when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:55 msgid "" ":guilabel:`Project \\& Task`: Odoo creates a project and task related to " "this milestone product in the *Projects* app when this specific product is " "ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:57 msgid "" ":guilabel:`Project`: Odoo creates a project related to this milestone " "product in the *Projects* app when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:60 msgid "" "When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In " "this field, select to which existing project in the *Projects* app this " "created task should be connected." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project field appears when the Task option is selected in Create on " "Order field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:67 msgid "" "When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two " "new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace " "Template`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project template and workspace template fields that appear on milestone " "product." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:74 msgid "" "The :guilabel:`Project Template` field provides template options to use for " "the project that will be created when this specific product is ordered." msgstr ":guilabel:`项目模板`字段提供了模板选项，用于在订购此特定产品时创建项目。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:77 msgid "" "The :guilabel:`Workspace Template` field provides template options to use " "for the workspace (for the *Documents* app, not the *Projects* app) that " "will be automatically generated for the project when this specific product " "is ordered." msgstr "" ":guilabel:`工作区模板`字段提供了用于工作区（*文档* " "应用程序，而非*项目*应用程序）的模板选项，该工作区将在订购此特定产品时为项目自动生成。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:82 msgid "" "For organizational purposes, click the :guilabel:`Sales` tab on the product " "form, and enter a custom 'Milestone' related descriptor in the " ":guilabel:`Sales Description` field. This information appears in the " ":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the " "sales order." msgstr "" "为便于组织，请点击产品表单上的 :guilabel:`销售` 选项卡，并在 :guilabel:`销售说明` 字段中输入自定义的 '里程碑` " "相关描述。此信息将显示在销售订单的 :guilabel:`订单行`选项卡上的 :guilabel:`描述` 列中。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:87 msgid "" "Or, directly edit/modify the :guilabel:`Description` field on the " ":guilabel:`Order Lines` tab of the sales order." msgstr "或直接编辑/修改销售订单的 :guilabel:`订单行` 选项卡上的 :guilabel:`描述` 字段。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:90 msgid "This is *not* a requirement." msgstr "这*不是*要求。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "开票流程" #: ../../content/applications/sales/sales/invoicing/milestone.rst:96 msgid "" "The following flow features a trio of milestone products that have " ":guilabel:`Service` set as their :guilabel:`Product Type`, and " ":guilabel:`Task` set on their :guilabel:`Create on Order` field." msgstr "" "以下流程包含三个里程碑产品，其 :guilabel:`服务` 设置为 :guilabel:`产品类型`，:guilabel:`任务` 设置为 " ":guilabel:`根据订单创建` 字段。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:0 msgid "" "Product with Service \"Product Type\" and \"Task\" in the Create on Order " "field on form." msgstr "在表单上的“根据订单创建”字段中输入带有服务“产品类型”和“任务”的产品。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:104 msgid "" "Those tasks are then attached to a pre-existing :guilabel:`Project`, which, " "in this case, is titled, :guilabel:`Rebranding Projects`." msgstr "" "然后，这些任务会被附加到预先存在的 :guilabel:`项目` 中，在本例中，标题为 :guilabel:`Rebranding Projects`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:107 msgid "" "To invoice milestones, create a sales order with the milestone product(s). " "To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a " "blank quotation form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:110 msgid "" "From this quotation form, add a :guilabel:`Customer`. Then, click " ":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the " "milestone product(s) to the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:113 msgid "" "Once the corresponding milestone product(s) have been added, click " ":guilabel:`Confirm` to confirm the order, which turns the quotation into a " "sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:116 msgid "" "When the order is confirmed, new smart buttons appear at the top of the " "sales order based on what was selected in the :guilabel:`Create on Order` " "field on the product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:119 msgid "" "From the sales order, click the :guilabel:`Milestones` smart button. Doing " "so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add" " milestones." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "Adding milestones to a sales order with milestone products." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:126 msgid "" "Enter a :guilabel:`Name` for the milestone. Next, apply it to the " "corresponding :guilabel:`Sales Order Item`. Lastly, assign a " ":guilabel:`Deadline` to the milestone, if desired." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:129 msgid "Repeat that process for all milestone sales order items." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:131 msgid "" "Then, return to the sales order, via the breadcrumbs. From the sales order, " "click the :guilabel:`Tasks` smart button. Doing so reveals a " ":guilabel:`Tasks` page with a task for each sales order item with that " "option designated in the :guilabel:`Create on Order` field." msgstr "" "然后，通过面包屑导航返回销售订单。从销售订单点击 :guilabel:`任务` 智能按钮。这样就会显示一个 :guilabel:`任务` " "页面，其中每个销售订单项目都有一个任务，在 :guilabel:`根据订单创建` 字段中指定了该选项。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "Sample tasks page accessed via the smart button from a sales order with " "milestone products." msgstr "通过智能按钮从包含里程碑产品的销售订单访问任务页面示例。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:139 msgid "" "To manually assign a configured milestone to a task, click the desired task," " which reveals the task form. On the task form, select the appropriate " "milestone to which this task should be connected, in the " ":guilabel:`Milestone` field." msgstr "" "要手动为任务分配已配置的里程碑，请点击所需的任务，显示任务表单。在任务表单中，在 :guilabel:`里程碑` 字段中选择该任务应连接的相应里程碑。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The milestone field on the task form when dealing with milestone products in" " Odoo Sales." msgstr "在 Odoo 销售系统中处理里程碑产品时，任务表单上的里程碑字段。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:147 msgid "Repeat this process for all milestone tasks." msgstr "对所有里程碑任务重复此过程。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:149 msgid "" "With those tasks properly configured, employees log in their progress as " "they work on the task, in addition to adding any notes related to the task." msgstr "在正确配置这些任务后，员工除了可以添加与任务相关的备注外，还可以在完成任务的过程中记录自己的工作进度。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:152 msgid "" "Then, when that task is complete, that means that milestone has been " "reached. At that point, it is time to invoice that milestone." msgstr "然后，当任务完成时，就意味着达到了里程碑。这时，就该为该里程碑开发票了。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:155 msgid "" "To invoice a milestone, first return to the sales order — either via the " "breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders " "--> Orders` and picking the appropriate sales order." msgstr "" "要给里程碑开具发票，首先返回销售订单 — 通过面包屑链接，或导航至 :menuselection:`销售应用程序 --> 订单 --> 订单` " "并选择相应的销售订单。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:159 msgid "" "Back on the sales order form, click the :guilabel:`Milestones` smart button," " and check the box in the :guilabel:`Reached` column for that particular " "task." msgstr "返回销售订单表单，点击 :guilabel:`里程碑` 智能按钮，然后选中特定任务的 :guilabel:`已达到` 栏中的复选框。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "What it looks like to mark a milestone as reached via the milestone smart " "button." msgstr "通过里程碑智能按钮将里程碑标记为 “已达到”。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:166 msgid "" "Next, return to the sales order — either by clicking :guilabel:`View Sales " "Order` on the :guilabel:`Milestones` page, or via the breadcrumb links." msgstr "然后，返回销售订单 — 可点击 :guilabel:`里程碑` 页面上的 :guilabel:`查看销售订单` 或通过面包屑链接。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:169 msgid "" "Back on the sales order, the line item for the milestone that's been reached" " has its :guilabel:`Delivered` column filled. That's because the milestone " "has been reached, and therefore delivered." msgstr "回到销售订单，已达到里程碑的行项目的 :guilabel:`已交货` 列已填满。这是因为里程碑已经达到，因此已经交付。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A milestone product that's been reached marked as delivered on the sales " "order in Odoo." msgstr "在 Odoo 的销售订单上标记为已交付的里程碑产品。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:177 msgid "" "Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals " "a :guilabel:`Create invoices` pop-up window." msgstr "点击左上角的 :guilabel:`创建发票`。这样会弹出一个 :guilabel:`创建发票` 窗口。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The create invoices pop-up window that appears when create invoice button is" " clicked." msgstr "点击创建发票按钮时弹出的创建发票窗口。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:184 msgid "" "On the :guilabel:`Create invoices` pop-up window, leave the " ":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`" " selection, and click the :guilabel:`Create Draft Invoice` button." msgstr "" "在弹出的 :guilabel:`创建发票` 窗口中，将 :guilabel:`创建发票` 选项保留在默认的 :guilabel:`普通发票` " "选项上，然后点击 :guilabel:`创建发票草稿` 按钮。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:188 msgid "" "Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the " ":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in" " the :guilabel:`Invoice Lines` tab." msgstr "" "点击 :guilabel:`创建发票草稿` 时，Odoo 会显示 :guilabel:`客户发票草稿`，*只*在 :guilabel:`发票行` " "选项卡中显示已达到的里程碑。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A customer invoice draft showing only the milestone product that's been " "reached." msgstr "客户发票草稿只显示已达到里程碑的产品。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:195 msgid "" "From this invoice page, click the :guilabel:`Confirm` button to confirm the " "invoice. Then, when the customer has paid for this milestone, click " ":guilabel:`Register Payment`." msgstr "" "在发票页面，点击 :guilabel:`确认` 按钮确认发票。然后，当客户支付了里程碑费用后，点击 :guilabel:`登记付款` 按钮。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:198 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears." msgstr "点击 :guilabel:`登记付款` 时，弹出 :guilabel:`登记付款` 窗口。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Register Payment pop-up window that appears when Register Payment is " "clicked." msgstr "点击登记付款时弹出的登记付款窗口。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:204 msgid "" "On this pop-up window, confirm the accuracy of the auto-populated fields, " "then click :guilabel:`Create Payment`." msgstr "在弹出的窗口中，确认自动填充字段的准确性，然后点击 :guilabel:`创建付款`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:207 msgid "" "When clicked, the pop-up window disappears, and Odoo returns to the invoice " "for that milestone, which now has a green :guilabel:`In Payment` banner in " "the upper-right corner. This banner signifies the invoice has been paid." msgstr "点击后，弹出窗口消失，Odoo 返回该里程碑的发票，此时右上角有一个绿色的 :guilabel:`付款中` 横幅。该横幅表示发票已支付。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "An invoice with a milestone product that has been paid with an In Payment " "banner." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:215 msgid "" "Then, return to the sales order, via the breadcrumb links. Back on the sales" " order, in the :guilabel:`Order Lines` tab, the reached milestone that's " "been invoiced and paid for, now has its :guilabel:`Invoiced` column filled." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Invoiced column of a milestone product that's been paid for is filled." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:223 msgid "" "There is also a new :guilabel:`Invoices` smart button at the top of the " "sales order. Clicking that reveals all the invoices that are connected to " "this sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoices smart button that appears at the top of a sales order with " "milestones." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:230 msgid "" "Simply repeat the above process for each milestone as it is worked on, and " "subsequently, completed." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:232 msgid "" "Continue that process until the entire project has been completed, each " "milestone has been invoiced, and the entire order has been paid for in full." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:237 msgid ":doc:`proforma`" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:5 msgid "" "A *pro-forma invoice* is an abridged or estimated invoice sent 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." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:9 msgid "" "Pro-forma invoices are commonly used as preliminary invoices with a " "quotation. They are also used during importation for customs purposes. They " "differ from a normal invoice, in that they are *not* a demand (or request) " "for payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:16 msgid "" "In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature " "**must** be activated." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:18 msgid "" "To enable this feature, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` " "section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, " "click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:27 msgid "Send pro-forma invoice" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:29 msgid "" "With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send" " a pro-forma invoice is now available on any quotation or sales order, via " "the :guilabel:`Send Pro-Forma Invoice` button." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:37 msgid "" "Pro-forma invoices can **not** be sent for a sales order or quotation if an " "invoice for a down payment has already been sent, or for a recurring " "subscription." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** " "appear." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:42 msgid "" "However, pro-forma invoices **can** be sent for services, event " "registrations, courses, and/or new subscriptions. Pro-forma invoices are not" " limited to physical, consumable, or storable goods." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:45 msgid "" "When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up " "window appears, from which an email can be sent." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:48 msgid "" "In the pop-up window, the :guilabel:`Recipients` field is auto-populated " "with the customer from the sales order or quotation. The :guilabel:`Subject`" " field and the body of the email can be modified, if necessary." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "" "The pro-forma invoice is automatically added as an attachment to the email." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:54 msgid "" "When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with" " the attached pro-forma invoice, to the customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The email pop-up window that appears with pro-forma invoice attached in Odoo" " Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:62 msgid "" "To preview what the pro-forma invoice looks like, click on the PDF at the " "bottom of the email pop-up window *before* clicking :guilabel:`Send`. When " "clicked, the pro-forma invoice is downloaded instantly. Open that PDF to " "view (and review) the pro-forma invoice." msgstr "" "要预览形式发票的外观，请在点击 :guilabel:`发送` *之前* 点击电子邮件弹出窗口底部的 PDF。点击后，将立即下载形式发票。打开 " "PDF，查看（和审查）形式发票。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "Odoo 销售应用程序中的形式发票 PDF 范例。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "根据工时和材料开具发票" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:5 msgid "" "Invoicing based on time and/or materials is typically used when accurately " "estimating the size of a project isn't possible, or when the requirements of" " a project may change." msgstr "基于时间和/或材料的发票通常用于无法准确估算项目规模或项目要求可能发生变化的情况。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:8 msgid "" "This is different from a fixed-price contract, when a customer agrees to pay" " a specified total for the fulfillment of the contract---no matter what " "needs to be paid to the employees, sub-contractors, vendors, suppliers, and " "so on." msgstr "这与固定价格合同不同。在固定价格合同中，客户同意支付一个指定的总价来履行合同，而无论需要支付给员工、分包商、供应商等的费用是多少。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:12 msgid "" "The Odoo *Sales* app can invoice for time and various other expenses (e.g. " "transport, lodging), as well as purchases needed to fulfill an order." msgstr "Odoo *销售* 应用程序可为时间和其他各种费用（如交通、住宿）以及完成订单所需的采购开具发票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "应用程序和设置配置" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:18 msgid "" "First, in order to accurately keep track of the progress of a project, the " "Odoo *Project* and *Accounting* apps **must** be installed." msgstr "首先，为了准确跟踪项目进度，必须安装 Odoo *项目* 和 *会计* 应用程序。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:21 msgid "" "To install the *Project* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Project` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " "*Project* app is now available to access." msgstr "" "要安装*项目*应用程序，请导航至 :menuselection:`Odoo 主仪表板 --> 应用程序`。然后，在 :guilabel:`应用程序` " "页面上找到 :guilabel:`项目` 应用程序块，并点击 :guilabel:`激活`。页面会自动刷新并返回 Odoo 主仪表板，此时可访问 " "*项目* 应用程序。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "重复同样的过程安装 *会计* 应用程序。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:28 msgid "" "After installation, click the :guilabel:`Accounting` app icon from the main " "Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`." " On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` " "section, and ensure the box next to :guilabel:`Analytic Accounting` is " "checked." msgstr "" "安装后，从 Odoo 主仪表板点击 :guilabel:`会计` 应用程序图标，并导航至 :menuselection:`配置 --> 设置`。在 " ":guilabel:`设置` 页面，向下滚动到 :guilabel:`分析` 部分，确保选中 :guilabel:`分析会计` 旁边的方框。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How it looks to activate the Analytic Accounting setting in Odoo Accounting " "Setting page." msgstr "在 Odoo 会计设置页面激活分析会计设置的效果。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:37 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:43 msgid "Then, click :guilabel:`Save` to save all changes." msgstr "然后，点击 :guilabel:`保存`，以保存所有更改。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:39 msgid "" "Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> " "Configuration --> Settings`. On the :guilabel:`Settings` page, in the " ":guilabel:`Time Management` section, ensure the box beside the " ":guilabel:`Timesheets` feature is checked." msgstr "" "然后，导航至 :menuselection:`Odoo 主仪表板 --> 项目应用程序 --> 配置 --> 设置`。在 :guilabel:`设置` " "页面的 :guilabel:`时间管理` 部分，确保选中 :guilabel:`工时单` 功能旁边的方框。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "What the Timesheets feature looks like on the Odoo Project settings page." msgstr "Odoo 项目设置页面上的工时单功能。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "服务产品配置" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:54 msgid "" "With the *Timesheets* feature activated in the *Project* app, it is now " "possible to invoice for time spent on a project, but **only** when the " "following product configurations have been made." msgstr "在*项目*应用程序中激活*工时单*功能后，现在可以为项目花费的时间开具发票，但**仅限于**进行了以下产品配置的情况。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:58 msgid "" "Invoicing for time spent on a project is **only** possible with products " "that have *Service* set as the *Product Type* on their product form." msgstr "**只有**在产品表单中将*服务*设置为*产品类型*的产品，才能为项目所用时间开具发票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:61 msgid "" "To configure a service product, first navigate to :menuselection:`Sales app " "--> Products --> Products`. On the :guilabel:`Products` page, select the " "desired service product to be configured, or click :guilabel:`New` to create" " a new product." msgstr "" "要配置服务产品，首先导航至 :menuselection:`销售应用程序 --> 产品 --> 产品`。在 :guilabel:`产品` " "页面，选择要配置的服务产品，或点击 :guilabel:`新建`，创建新产品。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:65 msgid "" "From the product form, in the :guilabel:`General Information` tab, set the " ":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down " "menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based " "on Timesheets`." msgstr "" "在产品表单的 :guilabel:`常规信息` 选项卡中，将 :guilabel:`产品类型` 设为 :guilabel:`服务`。然后，打开 " ":guilabel:`发票政策` 字段的下拉菜单，选择 :guilabel:`基于工时单`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:69 msgid "" "Next, from the :guilabel:`Create on Order` drop-down menu, select " ":guilabel:`Project \\& Task`. That setting indicates that, when a sales " "order is created with this specific service product, a new project and task " "is created in the *Project* app." msgstr "" "接下来，从 :guilabel:`根据订单创建` 下拉菜单中选择 :guilabel:`项目/& " "任务`。该设置表示，当使用该特定服务产品创建销售订单时，将在 *项目* 应用程序中创建一个新项目和任务。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "The correct settings for Invoicing Policy and Create on Order fields for " "service product." msgstr "正确设置服务产品的开票策略和订单创建字段。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:78 msgid "" "The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create" " on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing" " project that the task will appear in from :guilabel:`Project` field, which " "only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on " "Order` field." msgstr "" "可从 :guilabel:`根据订单创建` 下拉菜单中选择 :guilabel:`任务` 选项。如果选择 :guilabel:`任务`，请从 " ":guilabel:`项目` 字段选择任务将出现的现有项目，只有在 :guilabel:`根据订单创建` 字段中选择 :guilabel:`任务` " "时才会出现。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "将花费的时间添加到销售订单中" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:86 msgid "" "After properly configuring a service product with the correct *Invoicing " "Policy* and *Create on Order* options, it is possible to add time spent to a" " sales order." msgstr "使用正确的*开票策略*和*订单创建*选项对服务产品进行适当配置后，就可以在销售订单中添加所花费的时间。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:89 msgid "" "To see that in action, navigate to :menuselection:`Sales app --> New` to " "open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, " "and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and" " select the properly :ref:`configured service product " "` from the drop-down menu." msgstr "" "要查看实际操作，请导航至 :menuselection:`销售应用程序 --> New` 以打开空白报价表。然后，继续添加 " ":guilabel:`客户`，并在 :guilabel:`订单行`选项卡中点击 :guilabel:`添加产品`，然后从下拉菜单中正确选择 " ":ref:`配置服务产品 `。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "然后，点击 :guilabel:`确认`，以确认订单。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:96 msgid "" "After confirming the sales order, two smart buttons appear at the top of the" " order form: :guilabel:`Projects` and :guilabel:`Tasks`." msgstr "确认销售订单后，订单表顶部会出现两个智能按钮：:guilabel:`项目` 和 :guilabel:`任务`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How the Projects and Tasks smart buttons look on a Sales Order in Odoo " "Sales." msgstr "项目和任务智能按钮在 Odoo 销售系统中销售订单上的显示方式。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:103 msgid "" "If the :guilabel:`Projects` smart button is clicked, it reveals the specific" " project related to this sales order. If the :guilabel:`Tasks` smart button " "is clicked, it reveals the specific project task related to this sales " "order. Both are also accessible in the *Project* app." msgstr "" "如果点击 :guilabel:`项目 智能按钮，将显示与此销售订单相关的特定项目。如果点击 :guilabel:`任务` " "智能按钮，则会显示与此销售订单相关的特定项目任务。在 *项目* 应用程序中也可以访问这两个按钮。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:107 msgid "" "In order to add time spent on a sales order, click the :guilabel:`Tasks` " "smart button." msgstr "要添加用于销售订单的时间，请点击 :guilabel:`任务` 智能按钮。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:109 msgid "" "On the task form, select the :guilabel:`Timesheets` tab. From the " ":guilabel:`Timesheets` tab, employees can be assigned to work on the " "project, and the time they spend working on the task can be added by the " "employees or by the person who created the sales order." msgstr "" "在任务表单中，选择 :guilabel:`工时单` 选项卡。在 :guilabel:`工时单` " "选项卡中，可分配员工参与项目工作，员工或创建销售订单的人员可添加他们在任务上花费的时间。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:113 msgid "" "To add an employee, and the time spent working on the task, click " ":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the " "appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the " "option to add a brief description of the work done during this time in the " ":guilabel:`Description` column, but it's not required." msgstr "" "要添加员工和任务所用时间，请点击 :guilabel:`工时单` 选项卡中的 :guilabel:`添加行`。然后，选择适当的 " ":guilabel:`日期` 和 :guilabel:`员工`。还可在 :guilabel:`说明` 栏中添加这段时间内工作的简要说明，但不是必需。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:118 msgid "" "Lastly, enter the amount of time worked on the task in the :guilabel:`Hours " "Spent` column, and click away to complete that line in the " ":guilabel:`Timesheets` tab." msgstr "" "最后，在 :guilabel:`已花费小时数` 栏中输入任务的工作时间，然后点击离开，完成 :guilabel:`工时单` 标签中的这一行。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:122 msgid "" "The time entered in the :guilabel:`Hours Spent` column is immediately " "reflected in the :guilabel:`Allocated Time` field (located near the top of " "the task form) as a percentage, which reflects how much of the total " "allocated work hours have been done so far." msgstr "" "在 :guilabel:`已花费小时数` 列输入的时间会立即以百分比的形式反映在 :guilabel:`已分配时间` " "字段（位于任务表单顶部附近）中，该字段反映了到目前为止已完成的总分配工时。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:126 msgid "" "That same information is found as numerical hours in the :guilabel:`Hours " "Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the " ":guilabel:`Timesheets` tab." msgstr "" "同样的信息在 :guilabel:`工时单` 标签底部的 :guilabel:`已花费小时数` 和 :guilabel:`剩余小时数` " "字段中以数字小时数表示。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "How the Timesheets tab appears on a task form in Odoo Sales and Odoo " "Project." msgstr "在 Odoo 销售和 Odoo 项目中，如何在任务表单中显示 “工时单” 选项卡。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:133 msgid "" "Repeat this process for however many employees and hours have been worked on" " the project." msgstr "无论该项目有多少员工和工时，都要重复这一过程。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "为已花费的时间开具发票" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:138 msgid "" "Once all the necessary employees and time spent have been added to the " "project task, return to the sales order to invoice the customer for those " "hours. To do that, either click the :guilabel:`Sales Order` smart button at " "the top of the task form, or return to the sales order via the breadcrumb " "links, located in the upper-left of the screen." msgstr "" "将所有必要的员工和花费的时间添加到项目任务后，返回销售订单，向客户开具这些工时的发票。要执行此操作，请点击任务表单顶部的 " ":guilabel:`销售订单` 智能按钮，或通过屏幕左上角的面包屑链接返回销售订单。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:143 msgid "" "Back on the sales order form, the time that was added to the task is " "reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` " "column) and in the new :guilabel:`Recorded Hours` smart button at the top of" " the sales order." msgstr "" "回到销售订单表单，添加到任务的时间将反映在 :guilabel:`订单行` 选项卡（在 :guilabel:`已发送` 列）和销售订单顶部新的 " ":guilabel:`已记录小时数` 智能按钮中。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:147 msgid "" "To invoice the customer for time spent on the project, click " ":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the " ":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create " "Draft Invoice`." msgstr "" "要为客户在项目上花费的时间开具发票，请点击 :guilabel:`创建发票`，并在弹出的 :guilabel:`创建发票` 窗口中选择 " ":guilabel:`普通发票`。然后，点击 :guilabel:`创建发票草稿`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:151 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all " "the work that's been done in the :guilabel:`Invoice Lines` tab." msgstr "这样就会显示 :guilabel:`客户发票草稿`，清楚显示 :guilabel:`发票行` 选项卡中已完成的所有工作。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:155 msgid "" "Pay attention to the :guilabel:`Analytic Distribution` column in the " ":guilabel:`Customer Invoice`, as that information is necessary to ensure " "other time/material invoicing tasks are completed properly and accurately." msgstr "" "注意 :guilabel:`客户发票` 中的 :guilabel:`分析分配` 列，因为该信息对于确保正确、准确地完成其他时间/材料发票任务非常必要。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "发票草稿显示 Odoo 销售系统中销售订单所花费的时间。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "" "Click :guilabel:`Confirm` to confirm the invoice and continue with the " "invoicing process." msgstr "点击 :guilabel:`确认`，以确认发票并继续开票流程。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "费用配置" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:171 msgid "" "In order to track and invoice expenses related to a sales order, the Odoo " "*Expenses* app **must** be installed." msgstr "为了追踪与销售订单相关的费用并开具发票，**必须**安装 Odoo *费用* 应用程序。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:174 msgid "" "To install the *Expenses* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Expenses` app block, and click :guilabel:`Activate`." msgstr "" "要安装*费用*应用程序，请导航至 :menuselection:`Odoo 主仪表板 --> 应用程序`。然后，在 :guilabel:`应用程序` " "页面上找到 :guilabel:`费用` 应用程序块，并点击 :guilabel:`激活`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:178 msgid "" "The page automatically refreshes and returns to the main Odoo dashboard, " "where the :guilabel:`Expenses` app is now available to access." msgstr "页面会自动刷新并返回到 Odoo 主仪表板，现在可以访问 :guilabel:`费用` 应用程序。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:184 msgid "Add expenses to sales order" msgstr "在销售订单中添加费用" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:186 msgid "" "To add an expense to a sales order, first navigate to the " ":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, " "click :guilabel:`New`, which reveals a blank expense form." msgstr "" "要在销售订单中添加费用，首先要导航到 :menuselection:`费用` 应用程序。然后，在 *费用* 主仪表板上点击 " ":guilabel:`新建`，显示一个空白的费用表单。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:189 msgid "" "On the expense form, add a :guilabel:`Description` of the expense (e.g. " "`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, " "select the appropriate option from the drop-down menu (e.g. " ":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)." msgstr "" "在费用表单中，添加费用的 :guilabel:`描述` 字段（例如，“酒店住宿”、“机票”）。然后，在 :guilabel:`类别` " "字段，从下拉菜单中选择适当的选项（例如 :guilabel:`餐食`、 :guilabel:`里程`、:guilabel:`差旅\\& 住宿`）。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:194 msgid "" "Expense categories can be added and modified by navigating to " ":menuselection:`Expenses app --> Configuration --> Expense Categories`." msgstr "可通过导航至 :menuselection:`费用应用程序 --> 配置 --> 开支类别` 添加和修改开支类别。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:197 msgid "" "Then, enter the total amount of the expense in the :guilabel:`Total` field, " "as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that " "the correct :guilabel:`Employee` is selected, and designate who paid for the" " expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to " "reimburse)` or the :guilabel:`Company`." msgstr "" "然后，在 :guilabel:`总` 字段中输入费用总额，以及任何可能适用的 :guilabel:`包括税费` 字段。然后，确保选择了正确的 " ":guilabel:`员工`，并在 :guilabel:`支付人`字段中指定由谁支付费用： :guilabel:`员工（待报销）`或 " ":guilabel:`公司`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:202 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate" " sales order from the drop-down menu. Then, select that same sales order " "information from the :guilabel:`Analytic Distribution` field, as well." msgstr "" "接下来，在 :guilabel:`客户再开发票` 字段中，从下拉菜单中选择相应的销售订单。然后，也从 :guilabel:`分析分配` " "字段中选择相同的销售订单信息。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:207 msgid "" "The :guilabel:`Analytic Distribution` field will **only** have the " "corresponding sales order as an option if the sales order contains a service" " product that is billed based on *Timesheets*, *Milestones*, or *Delivered " "Quantities*." msgstr "" "如果销售订单包含根据*工时单*、*里程碑*或*交付数量*计费的服务产品，则 :guilabel:`分析分配` 字段将**只有**相应的销售订单作为选项。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to properly fill out an expense form that's attached to a sales order in" " Odoo." msgstr "如何在 Odoo 中正确填写附在销售订单上的费用表单。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:215 msgid "" "If there are any receipts that should be uploaded and attached to the " "expense, click the :guilabel:`Attach Receipt` button, and upload the " "necessary documents to the expense. This is **not** required, but it may " "affect whether or not an expense is approved." msgstr "" "如果有任何收据需要上传并附加到费用中，请点击 " ":guilabel:`附加收据`按钮，并将必要的文件上传到费用中。这**并非**要求，但可能会影响费用是否获得批准。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:219 msgid "" "When all the information has been entered, click :guilabel:`Create Report` " "to create an expense report detailing all the expense information that was " "just entered." msgstr "输入所有信息后，点击 :guilabel:`创建报告`，创建费用报告，详细说明刚才输入的所有支出信息。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "How an Expense Report Summary looks in Odoo Expenses." msgstr "Odoo 费用中的开支报告摘要。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:226 msgid "" "Then, there's the option to :guilabel:`Submit to Manager` for approval. Once" " approved, the :guilabel:`Report in Next Payslip` appears." msgstr "然后，可以选择 :guilabel:`提交给经理` 进行审批。一旦获得批准，就会出现 :guilabel:`在下一张工资单中报告`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:229 msgid "" "To showcase a complete flow in this example, select :guilabel:`Submit to " "Manager`. Then, the manager would click :guilabel:`Approve` to approve this " "expense, and click :guilabel:`Post Journal Entries` to post this expense to " "the accounting journal." msgstr "" "要展示本例中的完整流程，请选择 :guilabel:`提交给经理`。然后，经理点击 :guilabel:`批准`，以批准该支出，再点击 " ":guilabel:`发布日记账条目` 将该支出记入会计日记账。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:234 msgid "Invoice expenses" msgstr "开票费用" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:236 msgid "" "To invoice a customer for an :ref:`expense on a sales order " "`, navigate to the related sales " "order, either from the :menuselection:`Sales` app or from the expense report" " in the :menuselection:`Expenses` app. From the expense report, click the " ":guilabel:`Sales Orders` smart button at the top of the page." msgstr "" "要为销售订单 ` 中的 :ref:`费用开具发票`，请从 " ":menuselection:`销售` 应用程序或 :menuselection:`费用` " "应用程序中的费用报告导航到相关销售订单。在费用报告中，点击页面顶部的 :guilabel:`销售订单` 智能按钮。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:241 msgid "" "If the expense report was linked to the sales order, the newly-configured " "expense now has its own line in the :guilabel:`Order Lines` tab, and can be " "invoiced to the customer." msgstr "如果费用报告与销售订单有关联，则新配置的费用现在在 :guilabel:`订单行` 选项卡中有自己的一行，并可向客户开具发票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "An expense appearing on Order Lines tab of a Sales Order in Odoo Sales " "application." msgstr "在 Odoo 销售应用程序中，销售订单的 “订单行” 选项卡上出现一项支出。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:248 msgid "" "To invoice the customer for the expense on the sales order, click " ":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the " ":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create " "Draft Invoice`." msgstr "" "要就销售订单上的费用向客户开具发票，请点击 :guilabel:`创建发票`，在弹出的 :guilabel:`创建发票` 窗口中选择 " ":guilabel:`普通发票`，然后点击 :guilabel:`创建发票草稿`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:252 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then," " the invoicing process can be completed as usual." msgstr "这样就会显示费用的 :guilabel:`客户发票草稿`。然后，就可以像往常一样完成发票开具流程。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Sample customer invoice for an expense generated from a sales order in Odoo " "Sales." msgstr "Odoo 销售系统中销售订单生成的费用客户发票样本。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" msgstr "采购配置" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:262 msgid "" "In order to invoice a customer for purchases made on a sales order, the " "*Purchase* application **must** be installed." msgstr "为了给客户开具销售订单上的购物发票，**必须**安装*采购*应用程序。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:265 msgid "" "To install the *Purchase* application, navigate to :menuselection:`Odoo main" " dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " ":guilabel:`Purchase` app is now available to access." msgstr "" "要安装*采购*应用程序，请导航至 :menuselection:`Odoo 主仪表板 --> 应用程序`。然后，在 :guilabel:`应用程序` " "页面上找到 :guilabel:`采购` 应用程序块，并点击 :guilabel:`激活`。页面会自动刷新并返回 Odoo 主控制面板，此时可访问 " ":guilabel:`采购` 应用程序。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "将采购添加到销售订单" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:275 msgid "" "To add a purchase to a sales order, a purchase order must first be created. " "To create a purchase order, navigate to :menuselection:`Purchase app --> " "New` to reveal a blank purchase order form." msgstr "" "要在销售订单中添加采购，必须先创建采购订单。要创建采购订单，请导航至 :menuselection:`采购应用程序 --> 新建` " "以显示空白的采购订单表单。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:278 msgid "" "First, add a :guilabel:`Vendor` to the purchase order. Then, under the " ":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-" "down menu, represented by two horizontal lines with dots on them, located to" " the far-right of the column headers. From that drop-down menu, select " ":guilabel:`Analytic Distribution`." msgstr "" "首先，在采购订单中添加 :guilabel:`供应商`。然后，在 :guilabel:`产品` 选项卡下，点击 :guilabel:`额外列选项` " "下拉菜单，该菜单由两条带点的水平线表示，位于列标题的最右侧。从下拉菜单中选择 :guilabel:`分析分布`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to add analytic distribution column on purchase order form in Odoo " "Purchase." msgstr "如何在 Odoo 采购应用程序的采购订单表单上添加分析分配栏。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:287 msgid "" "After adding the :guilabel:`Analytic Distribution` column to the headers on " "the :guilabel:`Products` tab of the purchase order form, proceed to add the " "product(s) to the purchase order. To do that, click :guilabel:`Add a " "product`, and select the desired product from the drop-down menu. Repeat for" " all the products to add." msgstr "" "将 :guilabel:`分析分配` 列添加到采购订单表的 :guilabel:`产品` 选项卡的标题后，继续将产品添加到采购订单。要执行此操作，请点击" " :guilabel:`添加产品`，然后从下拉菜单中选择所需的产品。对所有要添加的产品重复上述步骤。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:293 msgid "" "In order for a purchase to be properly invoiced on a sales order, the " "product on the purchase order **must** be marked as :guilabel:`Can be " "Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered " "quantities`, and have the :guilabel:`At cost` option selected in the " ":guilabel:`Re-Invoice Expenses` field on its product form." msgstr "" "要在销售订单上正确开具采购发票，采购订单上的产品**必须**标记为 :guilabel:`可开票`，其 :guilabel:`发票政策`设置为 " ":guilabel:`交付数量`，并在其产品表单的 :guilabel:`重新开具发票开支`字段中选择 :guilabel:`按成本计算`选项。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "Product settings for a purchase order to be invoiced on a sales order in " "Odoo." msgstr "在 Odoo 的销售订单上开具采购订单发票的产品设置。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:302 msgid "" "Then, select the appropriate :guilabel:`Analytic Distribution` associated " "with the sales order to which this purchase order is related. To do that, " "click the empty :guilabel:`Analytic Distribution` field to reveal an " ":guilabel:`Analytic` pop-up window." msgstr "" "然后，选择与该采购订单相关的销售订单相关联的适当 :guilabel:`分析分配`。要执行此操作，请点击空白的 :guilabel:`分析分配` " "字段，弹出 :guilabel:`分析` 窗口。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:306 msgid "" "Then, from the :guilabel:`Departments` drop-down menu, select the analytic " "distribution associated with the desired sales order to be invoiced for the " "purchase." msgstr "然后，从 :guilabel:`部门` 下拉菜单中，选择与要开具采购发票的所需销售订单相关联的分析分配。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to select the Analytic Distribution department from a purchase order in " "Odoo." msgstr "如何在 Odoo 中从采购订单选择分析分配部门。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:313 msgid "" "Once all the information is entered in the :guilabel:`Products` tab of the " "purchase order, confirm the order by clicking :guilabel:`Confirm Order`. " "Then, click :guilabel:`Receive Products` when the products have been " "received. This creates a receipt form." msgstr "" "在采购订单的 :guilabel:`产品` 选项卡中输入所有信息后，点击 :guilabel:`确认订单` 确认订单。然后，在收到产品后点击 " ":guilabel:`接收产品`。这将创建一个收据表单。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:318 msgid "" "If any serial/lot numbers must be entered before validating the receipt of " "products, then on the receipt form, click the :guilabel:`details` icon " "represented by four horizontal lines located to the far-right of the product" " line." msgstr "如果在验证产品收据前必须输入序列号/批次号，则在收据表格上点击产品行最右侧由四条横线组成的 :guilabel:`详情` 图标。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:322 msgid "" "This reveals a :guilabel:`Detailed Operations` tab, in which the necessary " ":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added." " When ready, click :guilabel:`Confirm` to confirm the data." msgstr "" "这将显示 :guilabel:`详细操作` 选项卡，可在其中添加必要的 :guilabel:`批次/序列号` 和 :guilabel:`已完成` " "数量。准备就绪后，点击 :guilabel:`确认`，以确认数据。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:326 msgid "Then, click :guilabel:`Validate` to validate the purchase order." msgstr "然后，点击 :guilabel:`验证` 以验证订购单。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:328 msgid "" "Next, return to the purchase order, via the breadcrumb links at the top of " "the page, and click :guilabel:`Create Bill` to create a vendor bill that can" " be invoiced to the customer on the attached sales order." msgstr "" "接下来，通过页面顶部的面包屑链接返回采购订单，然后点击:guilabel:`创建订单` 创建供应商账单，该账单可在所附销售订单上向客户开具发票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Vendor bill draft for a purchase order to be invoiced to a customer in Odoo." msgstr "在 Odoo 中向客户开具采购订单的供应商账单草稿。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:337 msgid "" "Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill " "Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an " "error window appears, requesting that information to be entered before " "confirmation can occur." msgstr "" "确认之前，请务必在 :guilabel:`供应商账单草稿` 上输入 :guilabel:`账单日期`。如果未输入 " ":guilabel:`账单日期`，则会出现错误窗口，要求在确认前输入该信息。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:341 msgid "" "Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then " "automatically added to the sales order, where it can be invoiced directly to" " the customer attached to it." msgstr "然后，点击 :guilabel:`确认`，以确认供应商账单，该账单就会自动添加到销售订单中，并可直接向该订单所附的客户开具发票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" msgstr "发票采购" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:347 msgid "" "To invoice a customer for a purchase on a sales order, first :ref:`add the " "purchase to the sales order `, " "then navigate to the desired sales order in the :menuselection:`Sales` app." msgstr "" "要为销售订单上的采购给客户开发票，首先 :ref:`将采购添加到销售订单 `，然后在 :menuselection:`销售` 应用程序中导航到所需的销售订单。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:351 msgid "" "On the sales order that was attached to the purchase order, the purchased " "product now has its own product line under the :guilabel:`Order Lines` tab, " "and it is ready to be invoiced." msgstr "在附于采购订单的销售订单上，已采购产品现在在 :guilabel:`订单行` 选项卡下有自己的产品行，可以开具发票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Purchase order product on sales order to be invoiced to customer via Odoo " "Sales." msgstr "通过 Odoo 销售程序，向客户开具销售订单上的采购订单产品发票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:358 msgid "" "To invoice the customer for the purchase, simply click :guilabel:`Create " "Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create " "invoices` pop-up window, then click :guilabel:`Create Draft Invoice`." msgstr "" "要向客户开具购物发票，只需点击 :guilabel:`创建发票`，在弹出的 :guilabel:`创建发票` 窗口中选择 " ":guilabel:`普通发票`，然后点击 :guilabel:`创建发票草稿`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:362 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added " "purchase order product in the :guilabel:`Invoice Lines` tab." msgstr "系统会在 :guilabel:`发票行` 选项卡中，显示带有新添加的订购单产品的 :guilabel:`客户发票草稿`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Customer invoice draft with purchase product attached to sales order in " "Odoo." msgstr "在 Odoo 中，客户发票草稿附有销售订单中的采购产品。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:369 msgid "" "To complete the invoicing process, click :guilabel:`Confirm` to confirm the " "invoice, and then click :guilabel:`Register Payment` in the " ":guilabel:`Register Payment` pop-up form." msgstr "" "要完成发票开具流程，请点击 :guilabel:`确认` 以确认发票，然后在弹出的 :guilabel:`登记付款` 表单中点击 " ":guilabel:`登记付款`。" #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "产品和价格" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3 msgid "Use eWallets and gift cards" msgstr "使用电子钱包和礼品卡" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5 msgid "" "With Odoo, customers can use **eWallets** and **gift cards** for online and " "in-store shopping." msgstr "通过 Odoo，客户可以使用 **电子钱包** 和 **礼品卡** 进行在线和店内购物。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7 msgid "" "To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), " "first enable :guilabel:`Discounts, Loyalty & Gift Card` under " ":menuselection:`Sales app --> Configuration --> Settings --> Pricing " "section`. Once enabled, go to :menuselection:`Sales app --> Products --> " "Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card " "program." msgstr "" "要为电子商务和销售点（PoS）启用电子钱包和礼品卡，首先在:menuselection:`销售应用程序 --> 配置 --> 设置 --> " "定价部分`下启用:guilabel:`折扣、忠诚度和礼品卡`。启用后，进入:menuselection:`销售应用程序 --> 产品 --> " "礼品卡和电子钱包`，然后:guilabel:`创建`一个新的电子钱包或礼品卡程序。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "电子钱包" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15 msgid "" "eWallets allow customers to save credits on their online account and use " "these credits as a payment method when buying items in an online store or a " "brick-and-mortar store. eWallets can also be used to centralize multiple " ":ref:`gift cards `." msgstr "" "电子钱包允许客户在其在线账户中保存积分，并在网店或实体店购买商品时使用这些积分作为付款方式。电子钱包还可用于集中管理多张 :ref:`礼品卡 " "`。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19 msgid "" "Before creating an eWallet program, it is necessary to create an eWallet " "**top-up** product. Top-ups are pre-defined digital credit values added to " "an eWallet in exchange for its equivalent in real currency. These credits " "can then be used as a payment method in the eCommerce shop or :abbr:`PoS " "(Point of Sale)`. Top-up values can be of different amounts." msgstr "" "在创建电子钱包程序之前，有必要创建一个电子钱包**充值**产品。充值是将预先定义的数字信用值添加到电子钱包中，以换取等值的实际货币。然后，这些信用值可用作电子商务商店或“销售点”的付款方式。充值金额可以不同。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25 msgid "" "A $50 top-up can be bought for $50, and adds that same amount of credits to " "the eWallet." msgstr "充值 $50 可以购买 $50 的充值券，并在电子钱包中增加相同金额的积分。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27 msgid "" "To create a top-up product, go to :menuselection:`Sales app --> Products -->" " Products` and :guilabel:`Create` a new product. On the product template, " "configure the options as follows:" msgstr "" "要创建充值产品，请进入 :menuselection:`销售应用程序 --> 产品 --> 产品` 并 :guilabel:`创建` " "新产品。在产品模板上，配置选项如下：" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30 msgid "" ":guilabel:`Product Name`: enter a name for the top-up product (for example, " "`$50 Top-Up`)" msgstr ":guilabel:`产品名称`：输入充值产品的名称（例如，`$50 充值`）。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92 msgid ":guilabel:`Can be Sold`: enabled" msgstr ":guilabel:`可以出售`：已启用" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93 msgid ":guilabel:`Product Type`: select :guilabel:`Service`" msgstr ":guilabel:`产品类型`：选择 :guilabel:`服务`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94 msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`" msgstr ":guilabel:`发票政策`：选择 :guilabel:`预付/固定价格`。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95 msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35 msgid ":guilabel:`Sales Price`: enter the amount of the top-up" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38 msgid "" "In order to have eWallet top-ups of different amounts, create multiple top-" "up products and modify the :guilabel:`Sales Price` accordingly." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41 msgid "" "Once the top-up is created, go to :menuselection:`Sales app --> Products -->" " Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The " "following configuration options are available:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44 msgid ":guilabel:`Program Name`: enter a name for the eWallet program" msgstr ":guilabel:`项目名称`：输入电子钱包程序的名称" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr ":guilabel:`程序类型`：选择 :guilabel:`电子钱包`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46 msgid "" ":guilabel:`eWallet Products`: select the eWallet top-up created earlier. " "Repeat the process if you created top-ups of different amounts." msgstr "guilabel:`电子钱包产品`：选择之前创建的电子钱包充值。如果创建了不同金额的充值，请重复此过程。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48 msgid "" ":guilabel:`Email template`: select the email template used for the email " "sent to the customer. To create a new template, click on the field, select " ":guilabel:`Search More`, and then click :guilabel:`Create`." msgstr "" ":guilabel:`电子邮件模板`：选择用于向客户发送电子邮件的电子邮件模板。要创建新模板，请点击该字段，选择 " ":guilabel:`搜索更多`，然后点击 :guilabel:`创建`。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid "" ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr ":guilabel:`货币`：选择电子钱包程序使用的货币" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115 msgid "" ":guilabel:`Company`: select the company for which the program is valid and " "available" msgstr ":guilabel:`公司`：选择计划有效且可用的公司" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116 msgid "" ":guilabel:`Available On`: select the applications on which the program is " "valid and available" msgstr ":guilabel:`可用`：选择程序有效且可用的应用程序。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117 msgid "" ":guilabel:`Website`: select the website on which the program is valid and " "available. Leave this field empty to include all websites." msgstr ":guilabel:`网站`：选择该程序有效且可用的网站。将此字段留空以包含所有网站。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119 msgid "" ":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which " "the program is valid and available. Leave this field empty to include all " ":abbr:`PoS (Point of Sale)`." msgstr "" ":guilabel:`销售点`：选择程序有效且可用的 :abbr:`PoS（销售点）`。如果此字段为空，则包括所有 :abbr:`PoS（销售点）`。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallet program configuration page" msgstr "电子钱包程序配置页面" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63 msgid "" "Once the program is configured, click the :guilabel:`Generate eWallet` " "button in the upper-left corner to generate eWallets. eWallets can be " "generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. " "The quantity is automatically adapted according to the :guilabel:`Customers`" " and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet " "value`. Finally, set the :guilabel:`Valid Until` period if applicable." msgstr "" "程序配置完成后，点击左上角的 :guilabel:`生成电子钱包` 按钮生成电子钱包。数量会根据所选的 :guilabel:`客户` 和 " ":guilabel:`客户标签` 自动调整。然后，设置 :guilabel:`电子钱包值`。最后，设置 :guilabel:`有效期至` " "期限（如适用）。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69 msgid "" "Generated eWallets can be accessed through the :guilabel:`eWallets` smart " "button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the eWallets via email or a URL link." msgstr "" "生成的电子钱包可通过右上角的 :guilabel:`电子钱包` 智能按钮访问。在那里，可以通过电子邮件或 URL 链接 :guilabel:`发送` 或" " :guilabel:`分享`，发送或分享电子钱包。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallets send and share buttons" msgstr "电子钱包发送和分享按钮" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76 msgid "" "Click on an eWallet to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an " "eWallet *cannot* be changed, deleted, or duplicated." msgstr "" "点击电子钱包更改 :guilabel:`有效期`、:guilabel:`合作伙伴` 或 :guilabel:`余额`。电子钱包的 " ":guilabel:`代码` 不可更改、删除或复制。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82 msgid "Gift cards" msgstr "礼品卡" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84 msgid "" "Gift cards can be purchased by customers, and in turn used as a payment " "method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`." msgstr "客户可以购买礼品卡，然后在电子商务商店或 :abbr:`POS（销售点）` 结账时将其用作付款方式。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87 msgid "" "Before creating a new gift card program, it is necessary to first create " "gift cards as products. To do so, go to :menuselection:`Sales app --> " "Products --> Products` and :guilabel:`Create` a product. On the product " "template, configure the options as follows:" msgstr "" "在创建新的礼品卡程序之前，有必要先将礼品卡创建为产品。要执行此操作，请转到 :menuselection:`销售应用程序 --> 产品 --> 产品` " "和 :guilabel:`创建` 产品。在产品模板上，配置选项如下：" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr ":guilabel:`产品名称`：输入礼品卡产品名称" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr ":guilabel:`销售价格`：输入礼品卡的金额" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99 msgid "" "In order to have gift cards of different amounts, create multiple gift card " "products and modify the :guilabel:`Sales Price` accordingly." msgstr "要创建不同金额的礼品卡，请创建多个礼品卡产品并相应修改 :guilabel:`销售价格` 。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102 msgid "" "Once the gift card product is created, go to :menuselection:`Sales app --> " "Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card " "program. The following configuration options are available:" msgstr "" "创建礼品卡产品后，进入 :menuselection:`销售应用程序 --> 产品 --> 礼品卡和电子钱包` 到 :guilabel:`创建` " "礼品卡程序。可使用以下配置选项：" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106 msgid ":guilabel:`Program Name`: enter a name for the gift card program" msgstr ":guilabel:`计划名称`：输入礼品卡计划的名称" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr ":guilabel:`计划类型`: 选择 :guilabel:`礼品卡` 。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108 msgid "" ":guilabel:`Gift Card Products`: select the gift card product created " "earlier. Repeat the process if you created gift card products of different " "amounts." msgstr ":guilabel:`礼品卡产品`：选择之前创建的礼品卡产品。如果创建了不同金额的礼品卡产品，请重复此过程。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110 msgid "" ":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift " "Card Information` template, or create a new template by clicking on the " "field, selecting :guilabel:`Search More`, and then clicking " ":guilabel:`Create`." msgstr "" ":guilabel:`电子邮件模板`：选择默认的 :guilabel:`礼品卡：礼品卡信息` 模板，或点击该字段，选择 " ":guilabel:`搜索更多`，然后点击 :guilabel:`创建`，创建一个新模板。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr ":guilabel:`打印报告`: 选择 :guilabel:`礼品卡` 。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114 msgid "" ":guilabel:`Currency`: select the currency to use for the gift card program" msgstr ":guilabel:`货币`：选择礼品卡计划使用的货币" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift card program configuration page" msgstr "礼品卡计划配置页面" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126 msgid "" "Once the program is configured, click the :guilabel:`Generate Gift Cards` " "button in the upper-left corner to generate gift cards. Gift cards can be " "generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected " "Customers`. Set the :guilabel:`Quantity to generate` for " ":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or " ":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the " ":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period" " if applicable." msgstr "" "程序配置完成后，点击左上角的 :guilabel:`生成礼品卡` 按钮生成礼品卡。礼品卡既可为 :guilabel:`匿名顾客` 生成，也可为 " ":guilabel:`已选中顾客` 生成。为 :guilabel:`匿名客户` 设置 :guilabel:`生成数量`，或为 " ":guilabel:`选定客户` 选择:guilabel:`客户` 和/或 :guilabel:`客户标签`。然后，设置 " ":guilabel:`礼品卡价值`。最后，设置 :guilabel:`有效期至` 期限（如适用）。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133 msgid "" "Generated gift cards can be accessed through the :guilabel:`Gift Cards` " "smart button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the gift cards via email or a URL link." msgstr "" "可通过右上角的 :guilabel:`礼品卡` 智能按钮访问生成的礼品卡。从那里，可以通过电子邮件或 URL 链接 :guilabel:`发送` 或 " ":guilabel:`分享` 发送或分享礼品卡。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift cards send and share buttons" msgstr "礼品卡发送和分享按钮" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141 msgid "" "Click on a gift card to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift " "card *cannot* be changed, deleted, or duplicated." msgstr "" "点击礼品卡更改 :guilabel:`有效期`、:guilabel:`合作伙伴`或 :guilabel:`余额`。礼品卡的 :guilabel:`代码`" " *不可* 更改、删除或复制。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "折扣和忠诚度计划" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5 msgid "" "The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users " "to create discount and loyalty programs that customers can use for online " "and in-store shopping. These programs offer more varied, public, and time-" "sensitive pricing options than :doc:`pricelists " "`." msgstr "" "Odoo *销售*、*电子商务* 和 *POS* 应用程序允许用户创建折扣和忠诚度计划，供客户在网上和店内购物时使用。这些计划提供比 " ":doc:`价目表` " "提供更多样、更公开、更有时效性的定价选项。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "配置设置" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13 msgid "" "To begin using discount and loyalty programs, navigate to " ":menuselection:`Sales --> Configuration --> Settings`. Under the " ":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & " "Gift Card` setting by checking the box next to the feature. Finally, click " ":guilabel:`Save` to save the changes." msgstr "" "要开始使用折扣和忠诚度计划，请导航至 :menuselection:`销售 --> 配置 --> 设置`。在 :guilabel:`定价` " "标题下，选中该功能旁边的方框，激活 :guilabel:`折扣、忠诚度和礼品卡` 设置。最后，点击 :guilabel:`保存`，以保存更改。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "配置折扣和忠诚度计划" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21 msgid "" "To create discount and loyalty programs, go to :menuselection:`Sales --> " "Products --> Discount & Loyalty`." msgstr "要创建折扣和忠诚度计划，请转到 :menuselection:`销售 --> 产品 --> 折扣与忠诚度`。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24 msgid "" "If no discount or loyalty programs have been created yet, Odoo provides a " "choice of templates to help create the first program. Choose one of the " "template cards, or click :guilabel:`New` to create a new program from " "scratch." msgstr "" "如果尚未创建折扣或忠诚度计划，Odoo 可提供多种模板，帮助创建第一个计划。选择其中一个模板卡，或点击 :guilabel:`新建` " "从头开始创建一个新计划。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28 msgid "" "Or, if there are already existing programs, select an existing program to " "edit it." msgstr "或者，如果已有程序，选择一个现有程序进行编辑。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Discount and loyalty program template cards." msgstr "折扣和忠诚度计划模板卡。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35 msgid "" "Templates only appear when no programs have been created, and they disappear" " once the first program is created." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38 msgid "Creating or editing a program opens the program form." msgstr "创建或编辑程序会打开程序窗体。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:40 msgid "The program form contains the following options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:42 msgid "" ":guilabel:`Program Name`: Enter the name of the program. The program name is" " *not* visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44 msgid "" ":guilabel:`Program Type`: Select the desired :ref:`program type " "`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 msgid ":guilabel:`Currency`: Select the currency used for the program." msgstr ":guilabel:`货币`：选择计划使用的货币。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:47 msgid "" ":guilabel:`Points Unit`: Enter the name of the points used for the " ":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit " "name *is* visible to the customer. This field is only available when the " ":guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50 msgid "" ":guilabel:`Validity`: Select the date until which the program is valid. " "Leave this field blank for no end date, meaning the program is always valid " "and does not expire." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:52 msgid "" ":guilabel:`Limit Usage`: Check this box and enter a number to limit the " "number of times the program can be used during the :guilabel:`Validity` " "period." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:54 msgid "" ":guilabel:`Company`: In the case of multiple companies, choose the company " "for which the program is available." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:56 msgid "" ":guilabel:`Available On`: Select the app(s) on which the program is " "available." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57 msgid "" ":guilabel:`Website`: Select the website(s) on which the program is " "available. Leave this field blank to make it available on all websites." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:59 msgid "" ":guilabel:`Point of Sale`: Select the point(s) of sale at which the program " "is available. Leave this field blank to make it available at all :abbr:`PoS " "(Point of Sale)`." msgstr ":guilabel:`销售点`：选择程序可用的销售点。留空此字段表示在所有 :abbr:`POS（销售点）`。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program options on the loyalty program form." msgstr "忠诚度计划表格上的计划选项。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:67 msgid "" "The options available on the program form vary depending on the " ":ref:`Program Type ` selected." msgstr "程序表格上的可用选项因所选 :ref:`计划类型` 而异。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:70 msgid "" "All of the existing cards, codes, coupons, etc. that have been generated for" " the program are accessible through the smart button located in the upper-" "right corner of the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program items smart button on the loyalty program form." msgstr "忠诚度计划表格上设置项目智能按钮。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:80 msgid "Program types" msgstr "计划类型" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:82 msgid "" "The different :guilabel:`Program Types` available on the program form are:" msgstr "程序表单上的 :guilabel:`计划类型` 可用：" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:84 msgid "" ":guilabel:`Coupons`: Generate and share single-use coupon codes that grant " "immediate access to rewards." msgstr ":guilabel:`优惠券`：生成并共享一次性使用的优惠券代码，以便立即获得奖励。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86 msgid "" ":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes " "that grant access to rewards on the customer's next order." msgstr ":guilabel:`下单优惠券`：生成并分享一次性使用的优惠券代码，让顾客在下一个订单中获得奖励。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:88 msgid "" ":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates " "points to exchange for rewards on current and/or future orders." msgstr ":guilabel:`会员卡`：顾客在购物时积累积分，以便在当前和/或未来的订单中兑换奖励。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:90 msgid "" ":guilabel:`Promotions`: Set conditional rules for ordering products, which, " "when fulfilled, grant access to rewards for the customer." msgstr ":guilabel:`促销活动`：为订购产品设置条件规则，当条件满足时，客户可获得奖励。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:92 msgid "" ":guilabel:`Discount Code`: Set codes which, when entered upon checkout, " "grant discounts to the customer." msgstr ":guilabel:`折扣代码`：设置代码，在结账时输入，可为顾客提供折扣。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:94 msgid "" ":guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 " "credit. After accumulating a specified amount of credits, the customer can " "trade them in to receive Y item." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98 msgid "Conditional rules" msgstr "条件规则" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100 msgid "" "Next, configure the :guilabel:`Conditional rules` that determine when the " "program applies to a customer's order." msgstr "接下来，配置 :guilabel:`条件规则` 来决定程序何时适用于客户订单。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:103 msgid "" "In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to " ":guilabel:`Conditional rules` to add *conditions* to the program. This " "reveals a :guilabel:`Create Conditional rules` pop-up window." msgstr "" "在 :guilabel:`规则与奖励` 选项卡中，点击 :guilabel:`添加` 旁边的 :guilabel:`条件规则` " "来为程序添加*条件*。这将弹出 :guilabel:`创建条件规则` 窗口。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rules & Rewards tab of the loyalty program form." msgstr "会员忠诚度计划表格的 “规则与奖励” 选项卡。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112 msgid "" "The options for :guilabel:`Conditional rules` vary depending on the selected" " :ref:`Program Type `." msgstr "" ":guilabel:`条件规则` 的选项根据所选的 :ref:`计划类型 ` 而有所不同。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:115 msgid "The following options are available for configuring conditional rules:" msgstr "以下选项可用于配置条件规则：" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:117 msgid "" ":guilabel:`Discount Code`: Enter a custom code to be used for the " ":guilabel:`Discount Code` program, or use the default one generated by Odoo." " This field is only available when the :guilabel:`Program Type` is set to " ":guilabel:`Discount Code`." msgstr "" ":guilabel:`折扣代码`：输入用于 :guilabel:`折扣代码` 程序的自定义代码，或使用 Odoo 生成的默认代码。此字段仅在 " ":guilabel:`程序类型` 设为 :guilabel:`折扣代码` 时可用。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:120 msgid "" ":guilabel:`Minimum Quantity`: Enter the minimum number of products that must" " be purchased in order to access the reward. Set the minimum quantity to at " "least `1` to ensure that the customer must make a purchase in order to " "access the reward." msgstr ":guilabel:`最少数量`：输入为获得奖励而必须购买的最少产品数量。将最小数量至少设为 `1`，以确保客户必须购买产品才能获得奖励。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:123 msgid "" ":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with " ":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in " "order to access the reward. If both a minimum quantity *and* minimum " "purchase amount are entered, then the customer's order must meet both " "conditions." msgstr "" ":guilabel:`最低购买量`：输入为获得奖励而必须消费的最低金额（货币），包括 :guilabel:`含税` 或 " ":guilabel:`不含税`。如果同时输入最低数量*和*最低购买金额，则客户的订单必须同时满足这两个条件。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:127 msgid "" ":guilabel:`Products`: Select the specific product(s) for which the program " "applies. Leave this field blank to apply it to all products." msgstr ":guilabel:`产品`：选择程序适用的特定产品。如果此字段留空，则适用于所有产品。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:129 msgid "" ":guilabel:`Categories`: Select the category of products for which the " "program applies. Choose :guilabel:`All` to apply it to all product " "categories." msgstr ":guilabel:`类别`：选择程序适用的产品类别。选择 :guilabel:`全部` 则适用于所有产品类别。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:131 msgid "" ":guilabel:`Product Tag:` Select a tag to apply the program to products with " "that specific tag." msgstr ":guilabel:`产品标签：` 选择一个标签，将程序应用于带有该特定标签的产品。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:132 msgid "" ":guilabel:`Grant`: Enter the number of points the customer earns " ":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per " "unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` " "programs)." msgstr "" ":guilabel:`赠予`：输入客户在:guilabel:`每笔订单`、:guilabel:`每笔货币消费` " "或:guilabel:`每单位支付`（适用于:guilabel:`会员卡` 和:guilabel:`买 X 送 Y` 计划）中获得的积分数。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "Conditional rules configuration window for a discount or loyalty program." msgstr "折扣或忠诚度计划的条件规则配置窗口。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:140 msgid "" "Click :guilabel:`Save & Close` to save the rule and close the pop-up window," " or click :guilabel:`Save & New` to save the rule and immediately create a " "new one." msgstr "点击 :guilabel:`保存并关闭` 保存规则并关闭弹出窗口，或点击 :guilabel:`保存并新建` 保存规则并立即创建新规则。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:144 msgid "Rewards" msgstr "优惠及返利" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:146 msgid "" "In the :guilabel:`Rules & Rewards` tab of the program form, click " ":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program." " This reveals a :guilabel:`Create Rewards` pop-up window." msgstr "" "在程序表格的 :guilabel:`规则与奖励` 选项卡中，点击 :guilabel:`奖励` 旁边的 :guilabel:`添加` 来为程序添加 " "*奖励*。这时会弹出一个 :guilabel:`创建奖励` 窗口。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:151 msgid "" "The options for :guilabel:`Rewards` vary depending on the selected " ":ref:`Program Type `." msgstr "" "根据所选的 :ref:`计划类型` 选项，:guilabel:`奖励` " "的选项会有所不同。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:154 msgid "The following options are available for configuring rewards:" msgstr "下列选项可用于配置奖励：" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:156 msgid "" ":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free " "Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other " "options for reward configuration depend on the :guilabel:`Reward Type` " "selected." msgstr "" ":guilabel:`奖励类型`：从 :guilabel:`免费产品`、:guilabel:`折扣`和 :guilabel:`免运费` " "中选择奖励类型。其他奖励配置选项取决于所选的 :guilabel:`奖励类型`。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:160 msgid ":guilabel:`Free Product`:" msgstr ":guilabel:`免费产品`:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162 msgid "" ":guilabel:`Quantity Rewarded`: Select the number of free products rewarded " "to the customer." msgstr ":guilabel:`奖励数量`：选择奖励给顾客的免费产品数量。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:163 msgid "" ":guilabel:`Product`: Select the product given for free as a reward. Only one" " product can be selected." msgstr ":guilabel:`产品`：选择作为奖励免费赠送的产品。只能选择一种产品。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:165 msgid "" ":guilabel:`Product Tag`: Select a tag to further specify the free product " "eligible for the reward." msgstr ":guilabel:`产品标签`：选择一个标签，进一步指定符合奖励条件的免费产品。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:168 msgid ":guilabel:`Discount`:" msgstr ":guilabel:`折扣`:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:170 msgid "" ":guilabel:`Discount`: Enter the discounted amount in either " ":guilabel:`percentage`, :guilabel:`currency per point`, or " ":guilabel:`currency per order`. Then, select whether the discount applies to" " the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the " "order, or only :guilabel:`Specific Products`." msgstr "" ":guilabel:`折扣`：输入折扣金额，可以是 :guilabel:`百分比`、:guilabel:`每点货币` 或 " ":guilabel:`每订单货币`。然后，选择折扣是否适用于整个 :guilabel:` 订单`，或仅适用于订单中的 :guilabel:` " "最便宜产品`，或仅适用于 :guilabel:` 特定产品`。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174 #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:179 msgid "" ":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this " "reward may grant as a discount. Leave this field at `0` for no limit." msgstr ":guilabel:`最大折扣`：输入此奖励可给予折扣的最大金额（货币）。此字段为 `0` 表示无限制。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:177 msgid ":guilabel:`Free Shipping`:" msgstr ":guilabel:`免费送货`:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:182 msgid "" ":guilabel:`In exchange of`: Enter the number of points required to exchange " "for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get " "Y` programs)." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:184 msgid "" ":guilabel:`Description on order`: Enter the description of the reward, which" " is displayed to the customer upon checkout." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rewards configuration window for a discount or loyalty program." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "管理定价" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "Foreign currencies" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5 msgid "" "With Odoo, pricelists can be used to manage prices in a number of foreign " "currencies. Specifically, Odoo has the ability to work with 167 total " "currencies." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9 msgid "" "In order to use multiple currencies in Odoo *Sales*, the *Accounting* " "application **must** be installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 msgid "Settings" msgstr "设置" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " "added to the database. Navigate to :menuselection:`Accounting app --> " "Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, " "and locate the :guilabel:`Main Currency` setting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How the main currency feature appears on settings page in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23 msgid "" "Odoo automatically sets the main currency as the currency of the country the" " company is based in." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25 msgid "" "To change the main currency of the company, select the drop-down menu in the" " :guilabel:`Currency` field, select the desired currency, and be sure to " ":guilabel:`Save` the changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29 msgid "" "To ensure currency rates are updated automatically, enable the *automatic " "currency rates* feature on the *Accounting* settings page " "(:menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37 msgid "" "Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, " "choose a designated bank to get the currency rates from in the " ":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`" " of time for the updates to take place. Then determine when the date of the " ":guilabel:`Next Run` should be." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42 msgid "" "To instantly update the currency rates, click the :guilabel:`🔁 (circular " "arrows)` icon, located to the right of the :guilabel:`Next Run` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45 msgid "" "When all configurations are complete, be sure to :guilabel:`Save` all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48 msgid "" "All payment methods **must** be in the same currency as the sales journal, " "or the company currency, if the company currency is not set. If it is not " "the same, a :guilabel:`Validation Error` message appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53 msgid "View, edit, and add currencies" msgstr "查看、编辑和添加货币" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55 msgid "" "To view, edit, and add currencies to the database, making them available on " "pricelists and on the :guilabel:`Main Currency` drop-down menu, click the " ":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field " "on the :menuselection:`Accounting app --> Settings` page." msgstr "" "要查看、编辑和添加货币到数据库，使其在价目表和 :guilabel:`主要货币` 下拉菜单中可用，请点击位于 " ":menuselection:`会计应用程序 --> 设置` 页面 :guilabel:`货币` 字段下方的 :guilabel:`货币` 链接。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59 msgid "" "When the :guilabel:`Currencies` link is clicked, a separate " ":guilabel:`Currencies` page is revealed." msgstr "点击 :guilabel:`货币` 链接后，将显示单独的 :guilabel:`货币` 页面。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How the main currencies page appears in Odoo Accounting." msgstr "货币主页面在 Odoo 会计中的显示方式。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65 msgid "" "On this page, Odoo provides a master list of 167 global currencies. Each row" " shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, " ":guilabel:`Name`, date of the :guilabel:`Last Update`, and " ":guilabel:`Current Rate` (compared to the default currency of the country in" " which the company is based)." msgstr "" "在本页中，Odoo 提供了 167 种全球货币的主列表。每行显示相应的 " ":guilabel:`货币`、:guilabel:`符号`、:guilabel:`名称`、:guilabel:`上次更新日期` 和 " ":guilabel:`当前汇率`（与公司所在国家/地区的默认货币相比）。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70 msgid "" "To the far right, there are two columns, which can be toggled on or off:" msgstr "最右边有两栏，可以打开或关闭：" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72 msgid "" ":guilabel:`Use on eBay`: this currency can be used with the connected eBay " "account (if applicable)." msgstr ":guilabel:`在 eBay 上使用`：该货币可用于已连接的 eBay 账户（如适用）。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:74 msgid "" ":guilabel:`Active`: this currency is activated, which means it can be added " "to a pricelist, or used as the main currency of the company, if desired (via" " :menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" ":guilabel:`激活`：该货币已激活，这意味着可以添加到价目表中，或根据需要用作公司的主要货币（通过 :menuselection:`会计应用程序" " --> 配置 --> 设置 --> 货币部分`）。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:79 msgid "" "By default, all the :guilabel:`Active` currency options are at the top of " "the list." msgstr "默认情况下，所有 :guilabel:`激活` 货币选项都位于列表顶部。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:82 msgid "" "It is recommended that *at least* one pricelist is created per " ":guilabel:`Active` currency. See :doc:`./pricing` to learn more about " "pricelist configuration." msgstr "" "建议 * 每个 :guilabel:`生效` 货币至少 * 创建一个价格表。请参阅 :doc:`./pricing` 了解有关价格表配置的更多信息。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:85 msgid "" "To toggle options on/off, click the toggle switch in the row for the " "corresponding column. When *on* the color of the switch is green. When " "*off*, the color of the switch is grey." msgstr "要打开/关闭选项，请点击相应列行中的切换开关。*打开*时，开关颜色为绿色。*关闭* 时，开关颜色为灰色。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89 msgid "Currency detail form" msgstr "货币明细表" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:91 msgid "" "To edit any currency on the :guilabel:`Currencies` page, click the desired " "currency to reveal the detail form for that specific currency, and proceed " "to make any necessary changes." msgstr "要编辑 :guilabel:`货币` 页面上的任何货币，请点击所需的货币，以显示该特定货币的详细表单，然后进行任何必要的更改。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a currency detail form looks in Odoo Accounting." msgstr "货币明细表在 Odoo 会计中的外观。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:98 msgid "" "On the currency detail form, the relevant currency code appears in the " ":guilabel:`Currency` field. Beneath that, the name for the currency is in " "the :guilabel:`Name` field." msgstr "在货币明细表单中，相关货币代码显示在 :guilabel:`货币` 字段中。下面的 :guilabel:`名称` 字段中是货币名称。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:101 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle:" " *on* is indicated with a green switch, and *off* is indicated with a grey " "switch." msgstr "然后，使用 :guilabel:`生效` 开关切换货币的可用性： *打开*用绿色开关表示，*关闭* 用灰色开关表示。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:104 msgid "" "On the right of the currency detail form, the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` " "(e.g. `Cents`) can be found." msgstr "" "在货币明细表的右侧，可以找到相应的 :guilabel:`货币单位` （例如，`美元`）和 :guilabel:`货币子单位` （例如，`美分`）。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:107 msgid "" "If the currency is meant to be used for eBay purposes, toggle the " ":guilabel:`Use on eBay` option to the desired activation." msgstr "如果货币用于 eBay，请将 :guilabel:`在 eBay 上使用` 选项切换为所需的生效状态。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110 msgid "" "Next, under the :guilabel:`Rates` tab, the various conversion rates can be " "viewed, added, or deleted. Each row shows the :guilabel:`Date` of that " "specific rate, the :guilabel:`Company` to which it is connected, followed by" " the :guilabel:`Unit per...` and :guilabel:`...per Unit`." msgstr "" "接下来，在 :guilabel:`汇率` 标签下，可以查看、添加或删除各种转换率。每行显示特定汇率的 :guilabel:`日期` 、与之相连的 " ":guilabel:`公司`，然后是 :guilabel:`单位/...` 和 :guilabel:`...每单位`。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:115 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:166 msgid "" "The *...* in each of the last two columns represents the main currency set " "for the company. For example, if the main currency is set to `USD`, the " "columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`." msgstr "" "最后两列中的 *...* 代表公司设置的主要货币。例如，如果主要货币设置为 `美元`，则这两列的标题分别为 :guilabel:`美元：单位` 和 " ":guilabel:`单位：美元`。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:119 msgid "" "To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` " "tab, and proceed to fill in the necessary information in the aforementioned " "columns." msgstr "要添加新汇率，请点击 :guilabel:`汇率` 标签中的 :guilabel:`添加一行`，然后在上述各栏填写必要信息。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:123 msgid "Main currency detail form" msgstr "主要货币明细表" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:125 msgid "" "If the selected currency is the main currency of the company, a blue banner " "appears at the top of the currency detail form with the message: " ":guilabel:`This is your company's currency.`." msgstr "如果所选货币是公司的主要货币，则货币详情表单顶部会出现蓝色横幅，并显示 :guilabel:`这是您公司的货币`。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a main currency detail form looks in Odoo Accounting." msgstr "Odoo 会计中主要货币明细表的外观。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132 msgid "" "All the fields are the same as a typical currency detail form, but there " "will **not** be a :guilabel:`Rates` tab because all other currency rates are" " based off the main currency of the company." msgstr "所有字段都与典型的货币明细表相同，但不会有 :guilabel:`汇率` 选项卡，因为所有其他货币汇率都是基于公司的主要货币。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:137 msgid "Create new currency" msgstr "创建新汇率" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:139 msgid "" "If a desired currency isn't on the :guilabel:`Currencies` page, click the " ":guilabel:`New` button to open a blank currency template form." msgstr "如果所需货币不在 :guilabel:`货币` 页面上，请点击 :guilabel:`新建` 按钮打开空白货币模板表单。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:143 msgid "" "The same :guilabel:`New` button is located in the upper-right corner of any " "currency detail form." msgstr "任何货币明细表的右上角都有同样的 :guilabel:`新建` 按钮。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a blank currency detail form looks in Odoo Accounting." msgstr "在 Odoo 会计中空白货币明细表的外观。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:149 msgid "" "On the blank currency detail form, proceed to enter the desired currency " "code in the :guilabel:`Currency` field. Beneath that, enter the name for the" " currency in the :guilabel:`Name` field." msgstr "" "在空白的货币详情表中，在 :guilabel:`货币` 字段中输入所需的货币代码。在下面的 :guilabel:`名称` 字段中输入货币名称。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle " "switch." msgstr "然后，使用 :guilabel:`激活` 切换开关切换货币的可用性。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:155 msgid "" "On the right of the currency detail form, enter the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate " ":guilabel:`Currency Subunit` (e.g. `Cents`)." msgstr "" "在货币详情表的右侧，输入适当的 :guilabel:`货币单位` （例如，`美元`）和适当的 :guilabel:`货币子单位` （例如，`美分`）。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158 msgid "" "If the currency is meant to be used for eBay purposes, toggle the " ":guilabel:`Use on eBay` to the desired activation." msgstr "如果货币用于 eBay，请将 :guilabel:`在 eBay 上使用` 切换为所需的生效状态。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:161 msgid "" "Next, under the :guilabel:`Rates` tab, add a new rate by clicking " ":guilabel:`Add a line`. Then, proceed to confirm and adjust the " ":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and " ":guilabel:`...per Unit` fields to ensure all the auto-populated information " "is accurate." msgstr "" "接下来，在 :guilabel:`汇率` 标签下，点击 :guilabel:`添加一行` 添加新的汇率。然后，确认并调整 " ":guilabel:`日期`、:guilabel:`公司`、:guilabel:`单位/...` 和 :guilabel:`...每单位` " "字段，确保所有自动填充的信息准确无误。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:171 msgid "Currency-specific pricelists" msgstr "特定货币价目表" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:173 msgid "" "It is recommended that *at least* one pricelist is created per active " "currency in the database. To create (or assign) a pricelist to a specific " "currency, start by navigating to :menuselection:`Sales app --> Products --> " "Pricelists`." msgstr "" "建议数据库中的每种有效货币 *至少* 创建一个价目表。要为特定货币创建（或分配）价格表，首先要导航到 :menuselection:`销售应用程序 " "--> 产品 --> 价目表`。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:177 msgid "" "From the :guilabel:`Pricelists` page, either select an existing pricelist to" " edit, or click :guilabel:`New` to create a new pricelist." msgstr "在 :guilabel:`价目表` 页面，选择要编辑的现有价目表，或点击 :guilabel:`新建` 创建新价目表。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:180 msgid "" "On the pricelist detail form, for either a new or existing pricelist, adjust" " the :guilabel:`Currency` field as desired." msgstr "在新的或现有的价目表详细表单中，根据需要调整 :guilabel:`货币` 字段。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:184 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr ":doc:`./pricing` 了解有关价目表配置的更多信息。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:187 msgid "Auto-conversion from public price" msgstr "自动转换公共价格" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:189 msgid "" "It should be noted that the public price seen on products is directly " "related to the main currency the company has set, which is configured by " "navigating to :menuselection:`Accounting app --> Configuration --> Settings " "--> Currencies section --> Main Currency --> Currency drop-down menu`." msgstr "" "应该注意的是，产品上的公开价格与公司设置的主要货币直接相关，可通过导航至 :menuselection:`会计应用程序 --> 配置 --> 设置 " "--> 货币部分 --> 主要货币 --> 货币下拉菜单` 进行配置。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:193 msgid "" "The sales price automatically updates if the pricelist is changed to a " "different pricelist that has a different currency than the company's main " "currency. The change in price is directly related to the updated conversion " "rate for that currency." msgstr "如果将价格表更改为货币与公司主要货币不同的不同价格表，销售价格会自动更新。价格的变化与该货币的最新换算率直接相关。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198 msgid "Set product prices" msgstr "设定产品价格" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:200 msgid "" "In order to have product prices set in place to avoid any changes in " "currency rates, start by navigating to :menuselection:`Sales app --> " "Products --> Products`." msgstr "为了将产品价格设置到位以避免任何汇率变动，请首先导航至 :menuselection:`销售应用程序 --> 产品 --> 产品`。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:203 msgid "" "From the :guilabel:`Products` page, select the desired product to modify. " "Or, create a new product by clicking the :guilabel:`New` button." msgstr "从 :guilabel:`产品` 页面选择要修改的产品。或点击 :guilabel:`新建` 按钮创建新产品。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206 msgid "" "Then, on the product detail form, click the :guilabel:`Extra Prices` smart " "button, located in the upper-left corner. Doing so reveals a separate " ":guilabel:`Price Rules` page, specific to that particular product." msgstr "" "然后，在产品详细信息表单中，点击左上角的 :guilabel:`额外价格` 智能按钮。这样就会显示一个单独的 :guilabel:`价格规则` " "页面，专门针对该特定产品。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How to set product prices based on foreign currency pricelists in Odoo " "Sales." msgstr "如何在 Odoo 销售中根据外币价目表设置产品价格。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:214 msgid "" "Click :guilabel:`New`, and select the desired pricelist from the drop-down " "menu in the :guilabel:`Pricelist` column." msgstr "点击 :guilabel:`新建`，然后从 :guilabel:`价目表` 列的下拉菜单中选择所需的价目表。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:217 msgid "" "The :guilabel:`Applied On` field is auto-populated with the product, so " "proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and" " :guilabel:`Price` fields." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:221 msgid "" "The figure in the :guilabel:`Min. Quantity` field means the " ":guilabel:`Price` being set will **only** trigger if at least that amount of" " product is purchased." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:224 msgid "" "If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` " "for the set prices. Leaving those columns blank ensures the set price will " "remain valid, regardless of the date of sale." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:227 msgid "" "If working in a multi-company environment, designate to which company this " "price rule should be applied in the :guilabel:`Company` field. Leaving that " "field blank ensures the price rule applies to all companies in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:231 msgid "" "With those configurations complete, regardless of any changes/updates in " "conversion, whenever those designated pricelists are applied to a customer " "trying to purchase this specific product, these pre-determined set prices " "appear." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:236 msgid ":doc:`./pricing`" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "Pricelists, discounts, and formulas" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5 msgid "" "Odoo *Sales* has a useful pricelist feature that can be tailored to fit any " "unique pricing strategy." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7 msgid "" "A *pricelist* is a list of prices (or price rules) that Odoo uses to " "determine the appropriate price for a customer. These pricelists can be set " "with specific criteria (such as time periods, minimum quantity sold, and " "more) in order to apply certain prices or discounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11 msgid "" "Pricelists suggest certain prices, but they can always be overridden on the " "sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14 msgid "Pricing strategy options" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16 msgid "" "To choose a pricing strategy, first navigate to :menuselection:`Sales app " "--> Configuration --> Settings`. In the :guilabel:`Pricing` section, click " "the checkbox next to the :guilabel:`Pricelists` feature." msgstr "" "要选择定价策略，首先导航至 :menuselection:`销售应用程序 --> 配置 --> 设置`。在 :guilabel:`价目表` 部分，点击 " ":guilabel:`价目表` 功能旁边的复选框。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20 msgid "" "Doing so reveals two additional options beneath it: :guilabel:`Multiple " "prices per product` and :guilabel:`Advanced price rules (discounts, " "formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads " "to a separate pricelists page, wherein pricelists can be created and/or " "modified." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25 msgid "" ":guilabel:`Multiple prices per product`: provides the option to set several " "different prices per product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 msgid "" ":guilabel:`Advanced price rules (discounts, formulas)`: provides the option " "to create detailed price rules and apply discounts, margins, and roundings." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 msgid "" "After clicking the checkbox beside the :guilabel:`Pricelists` feature, " "select one of those two options, then click :guilabel:`Save` to save all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40 msgid "" "After activating and saving the :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " ":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on " "the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->" " Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:328 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:267 msgid "" "The :guilabel:`Public Pricelist` is the default pricelist used with Odoo " "*Sales* and *eCommerce*." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:55 msgid "" "From the :guilabel:`Pricelists` page, either select the desired pricelist to" " edit, or click :guilabel:`New` to create a new pricelist, which reveals a " "blank pricelist form that can be configured in a number of different ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63 msgid "" "When creating a new pricelist, start by adding a name for the pricelist at " "the top of the form, in the blank field. Next, select which " ":guilabel:`Currency` should be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:66 msgid "" "Then, if working in a multi-company environment, select which company this " "pricelist should apply to in the :guilabel:`Company` field. If this field is" " left blank, the pricelist is automatically applied to all companies in the " "database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 msgid "Price rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:73 msgid "" "The :guilabel:`Price Rules` tab functionality on a pricelist form varies " "depending on the :guilabel:`Pricelists` setting chosen: either " ":guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules " "(discounts, formulas)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 msgid "" "However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` " "tab are always the same, regardless of the chosen :guilabel:`Pricelists` " "setting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid "Price rules tab (multiple prices per product)" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83 msgid "" "With the :guilabel:`Multiple prices per product` setting activated, the " ":guilabel:`Price Rules` tab on pricelist forms provides the option to add " "specific products, with a specific price, to a pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:87 msgid "" "To add a specific product and price to a pricelist form, click the " ":guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the " ":guilabel:`Products` column. Then, select the desired product for which a " "specific price should be applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91 msgid "" "Next, if necessary, select a product variant under the :guilabel:`Variants` " "column (e.g. a specific product size, color, etc.). If no variants are " "selected, then this price will apply to all variants of the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95 msgid "" "If a minimum amount of the product must be purchased in order to apply the " "specific price, enter the amount under the :guilabel:`Min. Quantity` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98 msgid "" "To configure the price of the product for this specific pricelist, enter the" " desired amount under the :guilabel:`Price` column. Then, there is the " "option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the " "configured product price, if desired." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:102 msgid "" "To add another product line, click :guilabel:`Add a line` again, and repeat " "the process. There is no limit to how many products can be added in the " ":guilabel:`Price Rules` tab of a pricelist form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid "" "For more information, check out the following section: :ref:`Multiple prices" " per product `." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:109 msgid "Price rules tab (advanced price rules)" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111 msgid "" "With the :guilabel:`Advanced price rules (discounts, formulas)` setting " "activated, the :guilabel:`Price Rules` tab on pricelist forms provides the " "option to configure detailed price rules based on formulas." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 msgid "" "Check out the :ref:`Advanced price rules (discounts, formulas) " "` section for detailed steps on how to add " "advanced price rules to a pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119 msgid "Time-based rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:121 msgid "" "Time-based rules are used specifically with :doc:`subscription products " "`. Be sure to check out the Odoo" " *Subscriptions* :doc:`documentation `." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125 msgid "" "Under the :guilabel:`Time-based rules` tab, the same functionality of the " ":guilabel:`Price Rules` tab is present, with the only difference being that " "a repeating time period can be applied in the :guilabel:`Period` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:129 msgid "" "After a :guilabel:`Product` and potential :guilabel:`Variant` are selected " "in the :guilabel:`Time-based rules` tab, select the blank field in the " ":guilabel:`Period` column to reveal a drop-down menu of pre-designated " "recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133 msgid "" "New recurrence periods can also be directly created from this column, by " "typing in the new name for the :guilabel:`Period` and then selecting " ":guilabel:`Create` to create the time period, which can be edited later. Or," " select :guilabel:`Create and edit...` to reveal a pop-up form, in which the" " new recurrence period can be directly configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Custom time period pop-up form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142 msgid "" "From this :guilabel:`Create Period` pop-up form, add a :guilabel:`Name`, " ":guilabel:`Duration`, then a :guilabel:`Unit` (e.g. `Days`, `Weeks`, etc.). " "When finished, click :guilabel:`Save and Close`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145 msgid "" "Lastly, add the desired price for this time-based rule in the " ":guilabel:`Price` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 msgid ":doc:`/applications/sales/subscriptions`" msgstr ":doc:`/applications/sales/subscriptions`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:151 msgid "Configuration tab" msgstr "配置选项卡" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153 msgid "" "Under the :guilabel:`Configuration` tab, there are a few options that can " "further customize the pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Configuration tab on pricelist detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 msgid "" "From here, under the :guilabel:`Availability` section, in the " ":guilabel:`Country Groups` field, certain country groups can be added to the" " pricelist. There is no limit to how many country groups can be added in " "this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:165 msgid "" "If no country is set for a customer, Odoo takes the first pricelist without " "any country group." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:167 msgid "" "Under the :guilabel:`Website` section, there are a few options that can be " "configured. In the :guilabel:`Website` field, this pricelist can be applied " "to a specific website, if working in a multi-website environment. If left " "blank, the pricelist will be applied to all websites in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:172 msgid "" "Click the :guilabel:`Selectable` checkbox to have this pricelist as a " "selectable option for customers to choose as they shop. If the " ":guilabel:`Selectable` box is left unchecked, customers **cannot** select " "this pricelist for themselves as they shop." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:176 msgid "" "Lastly, there is the option to add an :guilabel:`E-commerce Promotional " "Code`. To add a code, type in the desired promo code that, when entered " "during the checkout process, applies the pricelist to the customer, even if " "the customer does not fall into the previously-specified criteria." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:181 msgid "Show discount percentage to customers" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183 msgid "" "With Odoo *Sales*, the option to show the public price *and* the computed " "discount percentage on the product catalog is available." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:186 msgid "" "To do that, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`, and in the :guilabel:`Pricing` section, click the checkbox next " "to the :guilabel:`Discounts` feature, and then click :guilabel:`Save` to " "save all changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:190 msgid "" "After activating the :guilabel:`Discounts` feature, navigate to the " "pricelists page, either by clicking the :guilabel:`Pricelists` link from the" " :guilabel:`Settings` page, or by going to :menuselection:`Sales app --> " "Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 msgid "" "On the :guilabel:`Pricelists` page, select the desired pricelist to edit. On" " the pricelist form, click into the :guilabel:`Configuration` tab. In the " ":guilabel:`Configuration` tab, at the bottom, a :guilabel:`Discounts` " "section is now available." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "" "What the discount options are on the configuration tab of a pricelist in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 msgid "The options available in this section are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204 msgid "" ":guilabel:`Discount included in the price`: shows the customer only the " "final price with the discount already included." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:206 msgid "" ":guilabel:`Show public price & discount to the customer`: shows the customer" " the public price *and* the discount they're earning." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:210 msgid "Customer pricelist application" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:212 msgid "" "While the default pricelist applied to any customer is the :guilabel:`Public" " Pricelist`, Odoo provides the opportunity to directly apply a different " "pricelist to customers on their contact form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215 msgid "" "To do that, open the desired customer's contact form, either by navigating " "to :menuselection:`Sales app --> Orders --> Customers` and selecting the " "customer from the main :guilabel:`Customers` page, or by clicking on the " "customer's name on a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 msgid "" "On the desired customer's contact form, under the :guilabel:`Sales & " "Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist " "should be applied to this specific customer from the drop-down menu in the " ":guilabel:`Pricelist` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:236 msgid "" "To apply several prices per individual product, select the " ":guilabel:`Multiple prices per product` option, after enabling the " ":guilabel:`Pricelists` feature on the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240 msgid "" "Next, apply pricelists to specific products using the product form. Navigate" " to the :menuselection:`Sales app --> Products --> Products` and select the " "product for which multiple prices should be applied. Selecting a product " "from the :guilabel:`Products` page reveals that specific product's product " "form on a separate page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:245 msgid "" "On the product form, click the :guilabel:`Extra Prices` smart button, " "located at the top of the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra prices smart button appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "" "Doing so reveals a separate page displaying the :guilabel:`Price Rules` that" " are specific to that particular product. Here, price rules can be edited or" " created at any time." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra price rules per product page appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:259 msgid "" "To create a new price rule for a product from this specific :guilabel:`Price" " Rules` page, click :guilabel:`New` to add a new, customizable row that has " "the desired product already populated in the :guilabel:`Applied On` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:263 msgid "" "Next, select which :guilabel:`Pricelist` this specific product price rule " "should apply to, via the drop-down menu in the :guilabel:`Pricelist` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:270 msgid "" "To create a new pricelist from this page, type in the desired name of the " "new pricelist in the :guilabel:`Pricelist` column, then select " ":guilabel:`Create` from the drop-down menu. All pricelists can be modified " "at any time, by navigating to :menuselection:`Sales app --> Products --> " "Pricelists`. Pricelists can also be created on that specific " ":guilabel:`Pricelists` page, as well." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:276 msgid "" "After the desired pricelist is added to the row, designate a :guilabel:`Min." " Quantity` for the price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280 msgid "" "If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the " ":guilabel:`Price` column will be applied to orders of 2 or more products. " "So, in theory, if a single product costs $100, customers can be encouraged " "to buy more, if the :guilabel:`Price` is set at $85 per product for a " ":guilabel:`Min. Quantity` of `2` products." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:285 msgid "" "Next, enter the desired amount in the :guilabel:`Price` column. Then, if " "needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the " "product's price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 msgid "" "And lastly, if working in a multi-company environment, select which company " "this price rule should be applied to in the :guilabel:`Company` field. " "Leaving this field blank means the price rule applies for all companies in " "the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:292 msgid "" "Click away from the row to activate Odoo's auto-save capability, meaning " "that newly-created price rule is now ready to be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:295 msgid "" "Proceed to add as many unique price rules per product as desired. There is " "no limit to how many price rules can be added per product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:298 msgid "" "With the price rule(s) in place for a specific product, customers who fall " "into those corresponding pricelists automatically see those new prices " "applied. The number of price rules applied to a particular product are also " "displayed in the :guilabel:`Extra Prices` smart button, located on every " "product form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304 msgid "" "When a price rule/pricelist is added to a product via the :guilabel:`Extra " "Prices` smart button, it is also reflected on the pricelist itself. " "Similarly, when a price rule for a specific product is added to a pricelist," " it is also reflected on the product form via the :guilabel:`Extra Prices` " "smart button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:314 msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:318 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " "enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " ":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on " "the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->" " Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " ":guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule " "is configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 msgid "Price computation" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:347 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:348 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " "enter the desired discount percentage in the :guilabel:`Discount` field that" " appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The various formula computation options present in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:364 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " ":guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the " "advanced price rule formula will be based on." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:368 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:372 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " ":guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is " "often seen in retail situations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo" " Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:380 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " "desired figure in the :guilabel:`Rounding Method` field. The rounding method" " sets the price so that it is a multiple of the value in the field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" "要使价格以 9.99 结尾，请将 :guilabel:`四舍五入法` 设为 `10`，将 :guilabel:`额外费用` 设为 `-0.01`。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:391 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "最后，在 :guilabel:`利润率` 字段中指定基准价格的最低利润额。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:393 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "完成所有与公式相关的配置后，Odoo 会在配置右侧的蓝色块中提供一个公式示例。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " ":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to " "`-0.01`, and the :guilabel:`Rounding Method` field to `10`." msgstr "" "要应用 20% 折扣，并将价格四舍五入到 9.99，请将 :guilabel:`基于` 字段设置为 :guilabel:`销售价格`，将 " ":guilabel:`折扣` 字段设置为 `20`，将 :guilabel:`额外费用` 字段设置为 `-0.01`，将 " ":guilabel:`四舍五入法` 字段设置为 `10`。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "在 Odoo 销售中将价格四舍五入为 9.99 的 20% 折扣示例。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 msgid "Conditions" msgstr "条件" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:408 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "在 :guilabel:`创建价格表规则` 弹出窗体的底部是 :guilabel:`条件` 部分。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "首先，在 :guilabel:`应用于` 字段中选择一个选项：" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:413 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr ":guilabel:`所有产品`：高级价格表规则将应用于所有产品。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr ":guilabel:`产品类别`：高级价格表规则将应用于特定的产品类别。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr ":guilabel:`产品`：高级价格表规则将应用于特定产品。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr ":guilabel:`产品变体`：高级价格表规则将应用于特定的产品变体。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " ":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product " "Variant` must be chosen." msgstr "" "如果选择了除 :guilabel:`所有产品` 以外的任何选项，则会出现一个新的特定选项字段，必须在其中选择特定的 " ":guilabel:`产品类别`、:guilabel:`产品` 或 :guilabel:`产品变体`。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:424 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "然后，选择 :guilabel:`最小数量`字段。最后，在 :guilabel:`有效性` 字段中选择价格表项目验证的日期范围。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:428 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" "完成所有配置后，点击 :guilabel:`保存并关闭` 保存高级价目表规则，或点击 :guilabel:`保存并关闭` " "立即在新表单上创建另一个高级价目表规则。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "如果为某一特定产品设置了价格规则，同时又为其产品类别设置了另一价格规则，Odoo 将采用产品本身的规则。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "管理您的产品" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "Import products" msgstr "进口产品" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" "Odoo *Sales* provides a template for importing products with categories and " "variants, which can be opened and edited with any spreadsheet software " "(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" "Odoo *销售* 应用程序提供了一个模板，用于导入带有类别和变体的产品，该模板可使用任何电子表格软件（Microsoft " "Excel、OpenOffice、Google Sheets等）打开和编辑。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" "When this spreadsheet is filled out properly, it can be quickly uploaded to " "the Odoo database. When uploaded, those products are instantly added, " "accessible, and editable in the product catalog." msgstr "电子表格填写正确后，可快速上传到 Odoo 数据库。上传后，这些产品就会立即添加到产品目录中，并可在产品目录中访问和编辑。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:12 msgid "Import template" msgstr "导入模板" #: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" "In order to import products with categories and variants, the *Import " "Template for Products* **must** be downloaded. Once downloaded, the template" " can be adjusted and customized, and then uploaded back into the Odoo " "database." msgstr "为了导入带有类别和变体的产品，必须下载**产品导入模板*。下载后，可对模板进行调整和定制，然后上载回 Odoo 数据库。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" "To download the necessary import template, navigate to :menuselection:`Sales" " app --> Products --> Products`. On the :guilabel:`Products` page, click the" " :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " "drop-down menu." msgstr "" "要下载必要的导入模板，请导航至 :menuselection:`销售应用程序 --> 产品 --> 产品`。在 :guilabel:`产品` " "页面上，点击左上角的 :guilabel:`⚙️（齿轮）` 图标。这样就会显示一个下拉菜单。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" "From this drop-down menu, select the :guilabel:`Import records` option." msgstr "从下拉菜单中选择 :guilabel:`导入记录` 选项。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The Import records option selectable from the gear icon on the Products page" " in Odoo Sales." msgstr "可从 Odoo 销售“产品”页面的齿轮图标中选择“导入记录”选项。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" "Selecting :guilabel:`Import records` reveals a separate page with a link to " "download the :guilabel:`Import Template for Products`. Click that link to " "download the template." msgstr "" "选择 :guilabel:`导入记录` 会显示一个单独的页面，其中有下载 :guilabel:`产品导入模板` 的链接。点击该链接下载模板。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 msgid "" "Once the template download is complete, open the spreadsheet file to " "customize it." msgstr "模板下载完成后，打开电子表格文件进行定制。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:38 msgid "Customize product import template" msgstr "自定义产品导入模板" #: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" "When the import template has been downloaded and opened, it's time to modify" " its contents. However, before any changes are made, there are a few " "elements to keep in mind during the process:" msgstr "下载并打开导入模板后，就可以修改其内容了。不过，在进行任何修改之前，在此过程中需要注意几个要素：" #: ../../content/applications/sales/sales/products_prices/products/import.rst:43 msgid "" "Feel free to remove any columns that aren't deemed necessary. But, it is " "*strongly* advised that the :guilabel:`Internal Reference` column remains." msgstr "请随意删除任何认为不必要的列。但强烈建议保留 :guilabel:`内部参考` 列。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:46 msgid "" "While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " "the :guilabel:`Internal Reference` column for each product can be helpful in" " many cases. This can even be from previous software spreadsheets to ease " "the transition into Odoo." msgstr "" "虽然这不是强制性的，但在 :guilabel:`内部参考` 列中为每个产品设置一个唯一的标识符（如 " "`FURN_001`）在很多情况下是有帮助的。这甚至可以来自以前的软件电子表格，以方便向 Odoo 过渡。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:50 msgid "" "For example, when updating imported products, the same file can be imported " "several times without creating duplicates, thus enhancing the efficiency and" " simplicity of imported product management." msgstr "例如，在更新导入产品时，同一文件可以多次导入而不会产生重复，从而提高了导入产品管理的效率和简便性。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:52 msgid "" "Do **not** change the labels of columns that are meant to be imported. " "Otherwise, Odoo won't recognize them, forcing the user to map them on the " "import screen manually." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:54 msgid "" "Feel free to add new columns to the template spreadsheet, if desired. " "However, to be added, those fields **must** exist in Odoo. If Odoo can't " "match the column name with a field, it can be matched manually during the " "import process." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:58 msgid "" "During the import process of the completed template, Odoo reveals a page " "showcasing all the elements of the newly-configured product template " "spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " "and :guilabel:`Comments`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:62 msgid "" "To manually match a column name with a field in Odoo, click the " ":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " "that needs a manual adjustment, and select the appropriate field from that " "drop-down menu." msgstr "" "要将列名与 Odoo 中的字段手动匹配，请点击需要手动调整的 :guilabel:`文件栏` 旁边的 :guilabel:`Odoo 字段` " "下拉菜单，然后从该下拉菜单中选择适当的字段。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:0 msgid "" "The Odoo Field drop-down menu next to a Field Column that needs to be " "manually adjusted." msgstr "需要手动调整的字段列旁的 Odoo 字段下拉菜单。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:71 msgid "Import product template spreadsheet" msgstr "导入产品模板电子表格" #: ../../content/applications/sales/sales/products_prices/products/import.rst:73 msgid "" "After customizing the product template spreadsheet, return to the Odoo " "product import page, where the template download link is found, and click " "the :guilabel:`Upload File` button in the upper-left corner." msgstr "自定义产品模板电子表格后，返回到 Odoo 产品导入页面（此处有模板下载链接），然后点击左上角的 :guilabel:`上传文件` 按钮。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The upload file button on the import products template download page in Odoo" " Sales." msgstr "Odoo 销售中导入产品模板下载页面上的上传文件按钮。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:81 msgid "" "Then, a pop-up window appears, in which the completed product template " "spreadsheet file should be selected and uploaded to Odoo." msgstr "然后会弹出一个窗口，在该窗口中应选择完成的产品模板电子表格文件并上传到 Odoo。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:84 msgid "" "After that, Odoo reveals a page showcasing all the elements of the newly-" "configured product template spreadsheet, separated by :guilabel:`File " "Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." msgstr "" "之后，Odoo 会显示一个页面，展示新配置的产品模板电子表格的所有元素，这些元素由 :guilabel:`文件栏`、:guilabel:`Odoo " "字段` 和 :guilabel:`评论` 分隔。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import a file page in Odoo Sales after a product template has been " "uploaded." msgstr "上传产品模板后，在 Odoo 销售中导入文件页面。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:91 msgid "" "From here, the :guilabel:`File Column` can be manually assigned to an " ":guilabel:`Odoo Field`, if necessary." msgstr "在此，如有必要，可将 :guilabel:`文件栏` 手动分配给 :guilabel:`Odoo 字段`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:94 msgid "" "To make sure everything is appropriate, and all the columns and fields are " "lined up accurately, click the :guilabel:`Test` button in the upper-left " "corner." msgstr "要确保一切妥当，所有列和字段都准确排列，请点击左上角的 :guilabel:`测试` 按钮。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:97 msgid "" "If everything is lined up and applied correctly, Odoo reveals a blue banner " "at the top of the page, informing the user that :guilabel:`Everything seems " "valid`." msgstr "如果一切正常，Odoo 会在页面顶部显示一个蓝色横幅，通知用户 :guilabel:`一切正常`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The everything seems valid message that appears if file columns are entered " "correctly." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:104 msgid "" "If there are any errors, Odoo reveals a red banner at the top of the page, " "with instructions of where to locate the specific issues, and how to fix " "them." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import error message that appears if file columns don't match an Odoo " "Field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:111 msgid "" "Once those errors are fixed, click :guilabel:`Test` again to ensure all " "necessary issues have been remedied appropriately." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:114 msgid "" "If additional product template spreadsheets need to be uploaded, click the " ":guilabel:`Load File` button, select the desired product template " "spreadsheet, and repeat the process." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:117 msgid "When everything is ready, click the :guilabel:`Import` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:119 msgid "" "When clicked, Odoo instantly imports those products, and reveals the main " ":guilabel:`Products` page, with a pop-up message in the upper-right corner. " "This pop-up message informs the user how many products were successfully " "imported." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The pop-up window that appears after a successful product import process in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:127 msgid "" "At this point, all the newly-imported products are accessible and editable " "via the :guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:131 msgid "Import relation fields, attributes, and variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:133 msgid "" "It's important to note that an Odoo object is always related to many other " "objects. For example, a product is linked to product categories, attributes," " vendors, and things of this nature. These links/connections are known as " "relations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:138 msgid "" "In order to import product relations, the records of the related object " "**must** be imported *first* from their own list menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:142 msgid "Relation fields" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:144 msgid "" "On product forms in Odoo, there are a number of fields that can be modified " "and customized at any time. These fields are found under every tab on a " "product form. While these fields are easily editable directly on the product" " form, they can also be modified via a product import." msgstr "" "在 Odoo " "的产品表单中，有许多字段可以随时修改和自定义。这些字段位于产品表单的每个选项卡下。这些字段可以直接在产品表单上轻松编辑，也可以通过产品导入进行修改。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:148 msgid "" "As mentioned, relation fields of this nature can **only** be imported for " "products if they already exist in the database. For example, if a user " "attempts to import a product with a *Product Type*, it can only be one of " "the preconfigured product types existing in the database (e.g. *Storable " "Product*, *Consumable*, etc.)." msgstr "" "如前所述，这种性质的关系字段**只能**导入数据库中已存在的产品。例如，如果用户试图导入一个*产品类型*的产品，它只能是数据库中现有的预配置产品类型之一（如*可储存产品*、*可消费产品*等）。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:153 msgid "" "To import information for a relation field on a product import template " "spreadsheet, add the name of the field as a column name/title on the " "spreadsheet. Then, on the appropriate product line, add the desired relation" " field option." msgstr "要在产品导入模板电子表格中导入关系字段的信息，请在电子表格中添加字段名称作为列名/标题。然后，在相应的产品行中添加所需的关系字段选项。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:157 msgid "" "When all desired relation field information has been entered, save the " "spreadsheet, and import it to the database, per the process mentioned above " "(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " "Import records --> Upload File`)." msgstr "" "输入所有所需的关系字段信息后，保存电子表格，并按照上述流程将其导入数据库（:menuselection:`销售应用程序 --> 产品 --> 产品 " "--> ⚙️（齿轮）图标 --> 导入记录 --> 上传文件`）。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:161 msgid "" "Once the spreadsheet with the newly-configured relation field information " "has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:164 msgid "" "When the newly-changed/modified products, complete with the new relation " "field information, has been imported and uploaded, that new information can " "be found on the :guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:168 msgid "Attributes and values" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:170 msgid "" "Odoo also allows users to import product attributes and values that can be " "used for products that already exist in the database, and/or with imported " "products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:173 msgid "" "To import attributes and values, a separate spreadsheet or CSV file " "dedicated to attributes and values **must** be imported and uploaded before " "they can be used for other products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:176 msgid "" "The column names/titles of the attributes and values spreadsheet should be " "as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " ":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "An attributes and values spreadsheet template for imports." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:184 msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:185 msgid "" ":guilabel:`Display Type`: display type used in the product configurator. " "There are three display type options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:188 msgid ":guilabel:`Radio`: values displayed as radio buttons" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:189 msgid ":guilabel:`Selection`: values displayed in a selection list" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:190 msgid ":guilabel:`Color`: values denoted as a color selection" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:192 msgid "" ":guilabel:`Variant Creation Mode`: how the variants are created when applied" " to a product. There are three variant creation mode options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:195 msgid "" ":guilabel:`Instantly`: all possible variants are created as soon as the " "attribute, and its values, are added to a product" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:197 msgid "" ":guilabel:`Dynamically`: each variant is created **only** when its " "corresponding attributes and values are added to a sales order" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:199 msgid ":guilabel:`Never`: variants are **never** created for the attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:202 msgid "" "The :guilabel:`Variants Creation Mode` **cannot** be changed once the " "attribute is used on at least one product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:205 msgid "" ":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " "If there are multiple values for the same attribute, the values need to be " "in individual lines on the spreadsheet." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:208 msgid "" "Once the desired attributes and values have been entered and saved in the " "spreadsheet, it's time to import and upload it into Odoo. To do that, " "navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " "⚙️ (gear) icon --> Import records --> Upload File`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:212 msgid "" "Once the spreadsheet with the newly-configured attributes and values has " "been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Attributes` page. That's where those newly-added attributes and " "values can be found and edited, if necessary." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:216 msgid "" "As mentioned previously, when attributes and values have been added to the " "Odoo database, they can be used for existing or imported products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 msgid "Product variants" msgstr "产品变体" #: ../../content/applications/sales/sales/products_prices/products/import.rst:222 msgid "" "When product attributes and values are configured in the database, they can " "be used on product import spreadsheets to add more information and detail to" " products being imported." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:225 msgid "" "To import products with product attributes and values, the product import " "template spreadsheet must be configured with specific :guilabel:`Product " "Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " ":guilabel:`Name` columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:229 msgid "" "There can be other columns, as well, but these columns are **required** in " "order to properly import products with specific variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "Product variants spreadsheet with product attributes and variants for import" " purposes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:236 msgid ":guilabel:`Name`: product name" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:237 msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:238 msgid "" ":guilabel:`Product Attributes / Values`: values pertaining to the " "corresponding attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:241 msgid "" "To import multiple values, separate them by *just* a comma, **not** a comma " "followed by a space, in the product import template spreadsheet (e.g. " "`furniture,couch,home`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:244 msgid "" "When the desired products and product variants have been entered and saved " "in the spreadsheet, it's time to import and upload them into Odoo. To do " "that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" " (gear) icon --> Import records --> Upload File`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:248 msgid "" "Once the spreadsheet with the newly-configured products and product variants" " has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page. That's where the newly-added products can be " "found." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:252 msgid "" "To view and modify the attributes and variants on any products, select the " "desired product from the :guilabel:`Products` page, and click the " ":guilabel:`Attributes \\& Variants` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:256 msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" "Having appropriate product images in Odoo is useful for a number of reasons." " However, if a lot of products need images, assigning them can become " "incredibly time-consuming." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" "Fortunately, by configuring the *Google Custom Search* API within an Odoo " "database, finding product images for products (based on their barcode) is " "extremely efficient." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 msgid "" "In order to utilize *Google Custom Search* within an Odoo database, both the" " database and the Google API must be properly configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 msgid "" "Free Google accounts allow users to select up to 100 free images per day. If" " a higher amount is needed, a billing upgrade is required." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "谷歌API仪表板" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " "Search API credentials. Then, log in with a Google account. Next, agree to " "their :guilabel:`Terms of Service` by checking the box, and clicking " ":guilabel:`Agree and Continue`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" "From here, select (or create) an API project to store the credentials. Start" " by giving it a memorable :guilabel:`Project Name`, select a " ":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" "With the :guilabel:`Credentials` option selected in the left sidebar, click " ":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" "Doing so reveals an :guilabel:`API key created` pop-up window, containing a " "custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " "pop-up window -- it will be used later. Once the key is copied (and saved " "for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The API key created pop-up window that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" "From the :guilabel:`Custom Search API` page, enable the API by clicking " ":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "\"Custom Search API\" page with Enable button highlighted on Google Cloud " "Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 msgid "Google Programmable Search dashboard" msgstr "谷歌可编程搜索仪表板" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" "Next, go to `Google Programmable Search Engine " "`_, and click either of the " ":guilabel:`Get started` buttons. Log in with a Google account, if not " "already logged in." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" "On the :guilabel:`Create a new search engine` form, fill out the name of the" " search engine, along with what the engine should search, and be sure to " "enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "Create new search engine form that appears with search engine " "configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" "Doing so reveals a new page with the heading: :guilabel:`Your new search " "engine has been created`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Your New Search Engine Has Been Created page that appears with copy " "code." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" "From this page, click :guilabel:`Customize` to open the " ":menuselection:`Overview --> Basic` page. Then, copy the ID in the " ":guilabel:`Search engine ID` field. This ID is needed for the Odoo " "configuration." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" "In the Odoo database, go to the :menuselection:`Settings app` and scroll to " "the :guilabel:`Integrations` section. From here, check the box beside " ":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Google Images setting in the Odoo Settings app page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" "Next, return to the :menuselection:`Settings app`, and scroll to the " ":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " ":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " "Images` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 msgid "Click :guilabel:`Save`." msgstr "点击:guilabel:`保存`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "Product images in Odoo with Google Custom Search API" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" "Adding images to products in Odoo can be done on any product or product " "variant. This process can be completed in any Odoo application that provides" " access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" "Below is a step-by-step guide detailing how to utilize the *Google Custom " "Search API* to assign images to products in Odoo using the Odoo *Sales* " "application:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 msgid "" "Navigate to the :guilabel:`Products` page in the *Sales* app " "(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " ":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " "app --> Products --> Product Variants`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 msgid "Select the desired product that needs an image." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 msgid "" "Only products (or product variants) that have a barcode, but **not** an " "image, are processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 msgid "" "If a product with one or more variants is selected, each variant that " "matches the aforementioned criteria is processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 msgid "" "Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " ":guilabel:`Get Pictures from Google Images` from the menu that pops up." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Get Pictures from Google Images option from the Action drop-down menu in" " Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The pop-up that appears in which the user should click Get Picture in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 msgid "Once clicked, the image(s) will appear incrementally." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 msgid "" "Only the first 10 images are fetched immediately. If you selected more than " "10, the rest are fetched as a background job." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 msgid "" "The background job processes about 100 images in a minute. If the quota " "authorized by Google (either with a free or a paid plan) is reached, the " "background job puts itself on hold for 24 hours. Then, it will continue " "where it stopped the day before." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" "`创建、修改或关闭您的谷歌云计费帐户`_" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " "characteristics and options for customers to choose from, such as size, " "style, or color, just to name a few." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:8 msgid "" "Products variants can be managed via their individual product template, or " "by navigating to either the :guilabel:`Product Variants` or " ":guilabel:`Attributes` page. All of these options are located within the " "Odoo *Sales* application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:13 msgid "" "An apparel company has the following variant breakdown for one their best-" "selling t-shirts:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "颜色：蓝色、红色、白色、黑色" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "尺寸 : S, M, L, XL, XXL" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:20 msgid "" "Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a" " specific product variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:23 msgid "" "**Color** and **Size** are *attributes*, and the corresponding options (like" " **Blue** and **S**) are *values*." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:26 msgid "" "In this instance, there is a total of twenty different product variants: " "four **Color** options multiplied by five **Size** options. Each variant has" " its own inventory count, sales totals, and other similar records in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:31 msgid ":doc:`/applications/websites/ecommerce/managing_products/variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:36 msgid "" "To use product variants, the *Variants* setting **must** be activated in the" " Odoo *Sales* application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:39 msgid "" "To do that, go to :menuselection:`Sales app --> Configuration --> Settings`," " and locate the :guilabel:`Product Catalog` section at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "" "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Activating product variants on the Settings page of the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "" "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "属性" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:53 msgid "" "Before product variants can be set up, attributes **must** be created. To " "create, manage, and modify attributes, navigate to :menuselection:`Sales app" " --> Configuration --> Attributes`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" " appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " "dashboard, and :guilabel:`eCommerce` pages." msgstr "" "：guilabel：`属性`页面中的属性顺序决定了属性在：guillabel：`产品配置器`、：guilibel：`销售点`仪表板和：guilbel：`电子商务`页面中的显示方式。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " "customized and configured in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 msgid "" "Next, in the optional :guilabel:`Category` field, select a category from a " "drop-down menu to group similar attributes under the same section for added " "specificity and organization." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 msgid "" "To view the details related to the attribute category selected, click the " "internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " ":guilabel:`Category` field. Doing so reveals that attribute category's " "detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A standard attribute category detail page accessible via its internal link " "arrow icon." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " "category. These attributes can be dragged-and-dropped into a desirable order" " of priority." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " "reveals a :guilabel:`Create Category` pop-up window, in which the new " "attribute category can be configured and customized." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 msgid "" "Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " "options. The :guilabel:`Display Type` determines how this product is shown " "on the online store, :guilabel:`Point of Sale` dashboard, and " ":guilabel:`Product Configurator`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 msgid "The :guilabel:`Display Type` options are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 msgid "" ":guilabel:`Radio`: options appear in a bullet-style list on the product page" " of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 msgid "" ":guilabel:`Pills`: options appear as selectable buttons on the product page " "of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 msgid "" ":guilabel:`Select`: options appear in a drop-down menu on the product page " "of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 msgid "" ":guilabel:`Color`: options appear as small, colored squares, which reflect " "any HTML color codes set, on the product page of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Display Types on Product Configurator on the online store in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 msgid "" "The :guilabel:`Variants Creation Mode` field informs Odoo when to " "automatically create a new variant once an attribute is added to a product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 msgid "" ":guilabel:`Instantly`: creates all possible variants as soon as attributes " "and values are added to a product template." msgstr "：guilabel：`立即`：将属性和值添加至产品模板后，立即创建所有可能变体。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 msgid "" ":guilabel:`Dynamically`: creates variants **only** when corresponding " "attributes and values are added to a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " "cannot be edited." msgstr "添加至产品后无法编辑属性：guilabel：`变体创建模式`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 msgid "" "Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" " these attribute options are visible to the customer on the front-end, as " "they shop on the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 msgid "" ":guilabel:`Visible`: the attribute values are visible to customers on the " "front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 msgid "" ":guilabel:`Hidden`: the attribute values are hidden from customers on the " "front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 msgid "Attribute values" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " "custom (i.e. the customer gets to provide unique specifications that are " "specific to this particular value)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " "line, to make it easier for salespeople and customers to know exactly what " "color option they're choosing." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Selecting a color from the HTML color pop-up window that appears on " "attribute form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "也可以直接在产品模板创建属性：添加行，在：guilabel：`变体`选项卡中输入名称。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " "That button lists every product in the database currently using that " "attribute." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " "--> Products`, and select an existing product to view that desired product's" " form. Or, click :guilabel:`Create` to create a new product, to which a " "product variant can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " "new attribute in the blank field, and select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " ":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, " "proceed to modify the attribute in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 msgid "There is no limit to how many values can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "类似产品变体创建过程可在采购、库存和电子商务应用程序中完成。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "Configure variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " ":guilabel:`Product Variant Values`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The Product Variant Values page accessible via the Configure button on a " "product form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A Product Variant Values page accessible via the Product Variants Values " "general page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " "added, this specific attribute value will be excluded from those specific " "products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 msgid "Variants smart button" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" " appears at the top of the product form. The :guilabel:`Variants` smart " "button indicates how many variants are currently configured for that " "specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " "configured for that specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants page accessible via the variants smart button on the product " "form in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 msgid "Impact of variants" msgstr "变型的影响" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "：guilabel：`库存`：对各产品变体的库存进行计数。在产品模板表单上，库存反映了所有变体的总和，但实际库存分变体计算。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "：guilabel：`图片`：每个产品变体都可以有特定图片。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "对产品模板的更改将自动应用于产品的所有变体。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 msgid ":doc:`import`" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Returns and refunds" msgstr "退货和退款" #: ../../content/applications/sales/sales/products_prices/returns.rst:5 msgid "" "The Odoo *Sales* app provides two different ways to process returns. The " "method used depends on whether or not an invoice has been sent." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:9 msgid "Before invoicing" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:11 msgid "" "Returns are completed using *Reverse Transfers* when a customer decides to " "return a product **before** an invoice has been sent or validated." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:15 msgid "" "In order to use *Reverse Transfers*, the *Inventory* app **must** be " "installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:17 msgid "" "To start a return before invoicing, navigate to the :menuselection:`Sales` " "app, select the desired sales order, and click on the :guilabel:`Delivery` " "smart button to open the associated delivery order." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical sales order with a highlighted delivery smart button in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:25 msgid "On the validated delivery order, click :guilabel:`Return`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A validated delivery order with a highlighted Return button in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:31 msgid "This opens a :guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:33 msgid "" "By default, the :guilabel:`Quantity` matches the validated quantities from " "the delivery order. Update the quantities, if necessary. Click on the " ":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the " "return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The \"Reverse Transfer\" pop-up window, to make a return before invoicing " "the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:41 msgid "" "Next, click :guilabel:`Return` to confirm the return. This generates a new " "warehouse operation for the incoming returned product(s)." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Warehouse operation after a return has been confirmed in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:48 msgid "" "Upon receiving the return, the warehouse team validates the warehouse " "operation by clicking :guilabel:`Validate`. Then, on the original sales " "order, the :guilabel:`Delivered` quantity updates to reflect the difference " "between the initial validated quantities and the returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The updated \"Delivered\" quantity on the sales order after the reverse " "transfer." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:56 msgid "" "When an invoice is created, the customer receives an invoice **only** for " "the products they are keeping, if any." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:60 msgid "After invoicing" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:62 msgid "" "Sometimes, customers return an item after they receive and/or pay for their " "invoice. In these cases, a return using only *Reverse Transfers* is " "insufficient since validated, or sent, invoices cannot be changed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:66 msgid "" "However, *Reverse Transfers* can be used in conjunction with *Credit Notes* " "to complete the customer's return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:69 msgid "" "To start a return after invoicing, navigate to the relevant sales order in " "the :menuselection:`Sales` app." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:72 msgid "" "If there is a payment registered on the sales order, the payment details " "appear in the chatter, and the invoice (accessible through the " ":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` " "banner." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Sample of a green in payment banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:80 msgid "" "From the sales order, click on the :guilabel:`Delivery` smart button to view" " the validated delivery order. Then, click :guilabel:`Return` to open the " ":guilabel:`Reverse Transfer` pop-up window." msgstr "" "在销售订单中，点击 :guilabel:`送货` 智能按钮，查看已验证的送货订单。然后，点击 :guilabel:`退货` 弹出 " ":guilabel:`逆向转移` 窗口。" #: ../../content/applications/sales/sales/products_prices/returns.rst:83 msgid "" "Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed " "for the return. Then, click :guilabel:`Return`. This generates a new " "warehouse operation for the incoming returned product(s), which is validated" " by the warehouse team once the return is received by clicking " ":guilabel:`Validate`." msgstr "" "然后，根据退货的需要编辑 :guilabel:`产品` 和/或 :guilabel:`数量`。然后，点击 " ":guilabel:`退货`。这将为收到的退货产品生成一个新的仓库操作，一旦收到退货，点击 :guilabel:`验证` 即可由仓库团队进行验证。" #: ../../content/applications/sales/sales/products_prices/returns.rst:88 msgid "" "Then, on the sales order, the :guilabel:`Delivered` quantity updates to " "reflect the difference between the initial validated quantities and the " "returned quantities." msgstr "然后，在销售订单上，更新 :guilabel:`已送达` 数量，以反映初始验证数量和退回数量之间的差额。" #: ../../content/applications/sales/sales/products_prices/returns.rst:91 msgid "" "To process a refund, navigate to the relevant invoice (from the sales order," " click on the :guilabel:`Invoices` smart button). Then, click the " ":guilabel:`Credit Note` button at the top of the validated invoice." msgstr "" "要处理退款，请导航至相关发票（从销售订单点击 :guilabel:`发票` 智能按钮）。然后，点击已验证发票顶部的 :guilabel:`贷记单` " "按钮。" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical customer invoice with a Credit Note button highlighted in Odoo " "Sales." msgstr "Odoo 销售系统中的常规客户发票，突出显示贷记单按钮。" #: ../../content/applications/sales/sales/products_prices/returns.rst:99 msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form." msgstr "这样做会弹出 :guilabel:`贷记单` 表单。" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Typical credit note pop-up form that appears in Odoo Sales." msgstr "Odoo 销售系统中出现的常规贷记单弹出窗口。" #: ../../content/applications/sales/sales/products_prices/returns.rst:105 msgid "" "Start by entering a :guilabel:`Reason displayed on Credit Note` and a " "specific :guilabel:`Journal` to process the credit. Then, select a specific " ":guilabel:`Reversal Date`." msgstr "" "首先输入 :guilabel:`贷记单上显示的原因` 和特定的 :guilabel:`日记账` 来处理贷记。然后，选择特定的 " ":guilabel:`逆转日期`。" #: ../../content/applications/sales/sales/products_prices/returns.rst:108 msgid "" "After the information is filled in, click :guilabel:`Reverse` or " ":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed." msgstr "填写信息后，点击 :guilabel:`逆转` 或 :guilabel:`逆转和创建发票`。然后，根据需要编辑草稿。" #: ../../content/applications/sales/sales/products_prices/returns.rst:111 msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note." msgstr "最后，点击 :guilabel:`确认`，以确认贷记单。" #: ../../content/applications/sales/sales/products_prices/returns.rst:113 msgid "" "When complete, a blue banner reading: :guilabel:`You have outstanding " "credits for this customer. You can allocate them to mark this invoice as " "paid.` appears at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:117 msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" msgstr ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "发送报价" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:3 msgid "Create quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:7 msgid "" "In Odoo **Sales**, quotations can be created and sent to customers. Once a " "quotation has been confirmed, it officially turns into a *sales order*, " "which can then be invoiced and paid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:13 msgid "Quotation settings" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:15 msgid "" "To access these settings options, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and scroll to the :guilabel:`Quotations & " "Orders` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "The Quotations and Orders section on the Odoo Sales app Settings page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:22 msgid "" ":guilabel:`Online Signature`: Request an online signature to confirm orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:23 msgid "" ":guilabel:`Quotation Templates`: Enable this option to create quotation " "templates featuring standard product offers, which are then selectable on " "quotation forms. When this checkbox is ticked, an additional field, " ":guilabel:`Default Template`, appears, along with a link to the " ":guilabel:`Quotation Templates` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:27 msgid "" ":guilabel:`Default Quotation Validity`: Determine a set amount (in " ":guilabel:`days`) that quotations can remain valid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:29 msgid "" ":guilabel:`Lock Confirmed Sales`: Ensure no further edits can be made to " "confirmed orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:30 msgid "" ":guilabel:`Online Payment`: Request an online prepayment from customers to " "confirm orders, which can be a full or partial payment (via down payment). " "When this checkbox is ticked, an additional field, :guilabel:`Prepayment " "amount (%)`, appears. There is also a link to the :guilabel:`Payment " "Providers` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:34 msgid "" ":guilabel:`Quotation Builder`: Enable this option to utilize Odoo's building" " block options and style elements to design quotation templates." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:36 msgid "" ":guilabel:`Sale Warnings`: Get warning messages about orders that include " "specific products or customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:38 msgid ":guilabel:`Pro-Forma Invoice`: Send pro-forma invoices to customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:40 msgid "" "To activate any of these settings, tick the checkbox beside the desired " "option(s). Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:44 msgid "Quotations dashboard" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:46 msgid "" "The *Quotations* dashboard is the page that appears when the " ":menuselection:`Sales app` is opened." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:48 msgid "" "By default, the :guilabel:`Quotations` dashboard displays all quotations in " "the database related to the current user, as indicated by the default " ":guilabel:`My Quotations` filter present in the search bar." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "The Quotations dashboard present in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:57 msgid "" "To view *all* quotations in the database, remove the :guilabel:`My " "Quotations` filter from the search bar." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:60 msgid "" "Quotations on this page appear in a default list view, but can also be " "viewed in a :icon:`oi-view-kanban` :guilabel:`Kanban` view, :icon:`fa-" "calendar` :guilabel:`Calendar`, :icon:`oi-view-pivot` :guilabel:`Pivot` " "table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` " ":guilabel:`Activity` view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:65 msgid "" "To view and/or modify any listed quotation from the :guilabel:`Quotations` " "dashboard, click on the desired quotation, and Odoo reveals the specific " "form for that selected quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:69 msgid "Create quotation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:71 msgid "" "To create a quotation, open the :menuselection:`Sales app`, and click the " ":guilabel:`New` button, located in the upper-left corner of the main " ":guilabel:`Quotations` dashboard." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:75 msgid "" "The :guilabel:`New` button is **only** present if the :guilabel:`Quotations`" " dashboard is in list or Kanban view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:78 msgid "" "Clicking the :guilabel:`New` button reveals a blank quotation form, with " "various fields and tabs to configure." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:82 msgid "" "To create a new quotation from the :guilabel:`Quotations` dashboard, while " "in :icon:`fa-calendar` :guilabel:`Calendar` view, click into the desired " "date/time slot on the calendar, and Odoo presents a new quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "A typical quotation form in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:90 msgid "" "On the quotation form, begin by entering the customer's name in the " ":guilabel:`Customer` field at the top of the form. This is a **required** " "field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:93 msgid "" "If the customer's information is already in the database, the " ":guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields auto-" "populate with the saved information for those respective fields, based on " "the data from that customer's contact record (found in the **Contacts** " "application)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:98 msgid "" "If the customer was referred by another customer or contact, enter their " "name in the :guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:101 msgid "" "If a :guilabel:`Referrer` is selected, a new field, :guilabel:`Commission " "Plan` appears, in which a commission can be selected from the drop-down " "menu. This commission is rewarded to the contact selected in the " ":guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:105 msgid "" "Next, if they have not already been auto-populated with the customer's " "information, enter the appropriate addresses in the :guilabel:`Invoice " "Address` and :guilabel:`Delivery Address` fields. Both of these fields are " "**required**." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:109 msgid "" "Then, if desired, choose a :guilabel:`Quotation Template` from the drop-down" " field to apply to this quotation. It should be noted that some additional " "fields may appear, depending on the template selected. The " ":guilabel:`Default Template` option is selected, by default." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:113 msgid "" "The default date that appears in the :guilabel:`Expiration` field is based " "on the number configured in the *Quotation expires after* field on the " "quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:117 msgid "" "To access the various quotation forms, go to :menuselection:`Sales app --> " "Configuration --> Quotation Templates`. Alternatively, hover over the " ":guilabel:`Quotation Template` field on the quotation form, and click the " ":icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to view that specific " "quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:122 msgid "" "If the quotation is for a recurring product or subscription, select the " "desired :guilabel:`Recurrence` option from that specific drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:125 msgid "" "If a :guilabel:`Recurrence` option is selected, an :guilabel:`until` field " "appears beside it. In this field, select the desired date the " ":guilabel:`Recurrence` should end, via a calendar popover window." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:129 msgid "" "Also, if a :guilabel:`Recurrence` option is selected, a new field, " ":guilabel:`Freeze Plan`, appears on the quotation form, between " ":guilabel:`Referrer` and :guilabel:`Commission Plan`. When this checkbox is " "ticked, the commission plan does not automatically update." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:133 msgid "" "Next, select a specific :guilabel:`Pricelist` to be applied to this " "quotation, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:135 msgid "" "Lastly, select any specific :guilabel:`Payment Terms` to be used for this " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:138 msgid "Order Lines tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:140 msgid "" "The first tab on the quotation form is the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:142 msgid "" "In this tab, select products, and the quantities of those products, to add " "to the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:144 msgid "" "Click :guilabel:`Add a product`, select the desired item from the " ":guilabel:`Product` drop-down field, and proceed to adjust the " ":guilabel:`Quantity` of that selected product, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:147 msgid "" "If multiple items should be presented in a more organized way on the " "quotation, click :guilabel:`Add a section`, enter a name for the section, " "and drag-and-drop that section heading in the desired location amongst the " "items in the :guilabel:`Order Lines` tab. The section heading appears in " "bold." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:151 msgid "" "If needed, click :guilabel:`Add a note` beneath a certain product line to " "add a custom note about that specific product. The note appears in italics. " "Then, if needed, proceed to drag-and-drop the note beneath the desired " "product line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:155 msgid "" "Beneath the product lines, there are buttons that can be clicked to apply " "any of the following: :guilabel:`Add Shipping`, :guilabel:`Coupon Code`, and" " :guilabel:`Promotions`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:159 msgid ":doc:`../products_prices/ewallets_giftcards`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:160 msgid ":doc:`../products_prices/loyalty_discount`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:161 msgid ":doc:`../products_prices/prices/pricing`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:164 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 msgid "Optional Products tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:166 msgid "" "Open the :guilabel:`Optional Products` tab to select related products that " "can be presented to the customer, which may result in an increased sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:169 msgid "" "For example, if the customer wants to buy a car, an optional product that " "could be offered is a *Trailer Hitch*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:173 msgid ":doc:`optional_products`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:176 msgid "Other Info tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:178 msgid "" "In the :guilabel:`Other Info` tab, there are various quotation-related " "configurations separated into four different sections: :ref:`Sales " "`, :ref:`Delivery `, " ":ref:`Invoicing and Payments `, and " ":ref:`Tracking `." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:184 msgid "" "Some fields **only** appear if specific settings and options have been " "configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:189 msgid "Sales section" msgstr "销售部分" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:191 msgid "" "In the :guilabel:`Sales` section of the :guilabel:`Other Info` tab, there " "are sales-specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Sales section of the Other Info tab of a quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:198 msgid "" ":guilabel:`Salesperson`: Assign a salesperson from the drop-down menu to be " "associated with this quotation. The user who originally created the " "quotation is selected in this field, by default." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:200 msgid "" ":guilabel:`Sales Team`: Assign a specific sales team to this quotation. If " "the selected :guilabel:`Salesperson` is a member of a sales team, that team " "is auto-populated in the field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:202 msgid "" ":guilabel:`Company`: Select a company from the drop-down menu this quotation" " should be associated with. This field only appears when working in a multi-" "company environment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:204 msgid "" ":guilabel:`Online confirmation`: This field contains two checkboxes: " ":guilabel:`Signature` and :guilabel:`Payment`. Tick the " ":guilabel:`Signature` checkbox to request an online signature from the " "customer to confirm the order. This field only appears if the *Online " "Signature* setting has been enabled. Tick the :guilabel:`Payment` checkbox " "to request an online payment from the customer to confirm the order. This " "field only appears if the *Online Payment* setting has been enabled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:209 msgid "" ":guilabel:`Customer Reference`: Enter a custom reference ID for this " "customer. The entered reference ID can contain letters, numbers, or a mix of" " both." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:211 msgid "" ":guilabel:`Tags`: Add specific tags to the quotation for added organization " "and enhanced searchability in the Odoo **Sales** application. Multiple tags " "can be added, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:213 msgid "" ":guilabel:`Start Date`: If the quotation is for a subscription-based " "product, select a subscription starting date from the calendar popover " "window that appears when the field is clicked." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:220 msgid "Delivery section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:222 msgid "" "In the :guilabel:`Delivery` section of the :guilabel:`Other Info` tab, there" " are delivery-specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Delivery section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:229 msgid "" ":guilabel:`Shipping Policy`: Select a desired shipping policy from the drop-" "down menu. If all products are delivered at once, the delivery order is " "scheduled, based on the greatest product lead time. Otherwise, it is based " "on the shortest lead time. The available options are: :guilabel:`As soon as " "possible` or :guilabel:`When all products are ready`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:233 msgid "" ":guilabel:`Delivery Date`: Click into the empty field to reveal a calendar " "popover, from which a customer delivery date can be selected. If no custom " "date is required, refer to the :guilabel:`Expected` date listed to the right" " of that field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:240 msgid "Invoicing and Payments section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:242 msgid "" "In the :guilabel:`Invoicing` section of the :guilabel:`Other Info` tab, " "there are invoicing-specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Invoicing section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:249 msgid "" ":guilabel:`Fiscal Position`: Select a fiscal position to be used to adapt " "taxes and accounts for particular customers or sales orders/invoices. The " "default value comes from the customer. If a selection is made in this field," " an :icon:`fa-refresh` :guilabel:`Update Taxes` clickable link and icon " "appear. When clicked, the taxes for this partiuclar customer and quotation " "are updated. A confirmation window appears, as well." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:254 msgid "" ":guilabel:`Analytic Account`: Select an analytic account to apply to this " "customer/quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:259 msgid "Tracking section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:261 msgid "" "In the :guilabel:`Tracking` section of the :guilabel:`Other Info` tab, there" " are tracking specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Tracking section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:268 msgid "" ":guilabel:`Source Document`: Enter the reference of the document that " "generated the quotation/sales order, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:270 msgid "" ":guilabel:`Campaign`: Select the marketing campaign related to this " "quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:271 msgid "" ":guilabel:`Medium`: Select the method by which this quotation originated " "(e.g. *Email*, *Facebook*, etc.), if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:273 msgid "" ":guilabel:`Source`: Select the source of the link used to generate this " "quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:276 msgid "Notes tab" msgstr "备注选项卡" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:278 msgid "" "In the :guilabel:`Notes` tab of the quotation form, enter any specific " "internal notes about the quotation and/or customer, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:282 msgid "Sending and confirming quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:284 msgid "" "Once all the necessary fields and tabs have been configured, it is time to " "send the quotation to the customer for confirmation. Upon confirmation, the " "quotation turns into an official |SO|." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:287 msgid "At the top of the form, there is a series of buttons:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:289 msgid "" ":guilabel:`Send by Email`: When clicked, a pop-up window appears with the " "customer's name and email address in the :guilabel:`Recipients` field, the " "quotation (and reference ID) in the :guilabel:`Subject` field, and a brief " "default message in the body of the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:294 #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:302 msgid "" "Below that, a PDF copy of the quotation is attached. When ready, click " ":guilabel:`Send` to send the quotation, via email, to the customer, so they " "can review and confirm it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:296 msgid "" ":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the " "*Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window " "appears with the customer's name and email address in the " ":guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in " "the :guilabel:`Subject` field, and a brief default message in the body of " "the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:304 msgid "" ":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the " "status changes to :guilabel:`Sales Order`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:306 msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:308 msgid "" "There is also a :guilabel:`Customer Preview` smart button present, in the " "upper-right corner of the form. When clicked, Odoo reveals a preview of the " "quotation the customer sees when they log into their customer portal. Click " "the :icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of " "the preview page, in the blue banner, to return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:314 msgid "" "If the *Lock Confirmed Sales* setting is enabled, the |SO| becomes " ":guilabel:`Locked`, and is indicated as such on the |SO| form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:317 msgid "" "At this point, the quotation has been confirmed, turned into a |SO|, and is " "now ready to be invoiced and paid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:320 msgid "" "For more information about invoicing, refer to the :doc:`Invoice based on " "delivered or ordered quantities <../invoicing/invoicing_policy>` " "documentation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:324 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99 msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:325 msgid ":doc:`deadline`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:326 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:272 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:327 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328 msgid ":doc:`../invoicing/proforma`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:3 msgid "Quotation deadlines" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:5 msgid "" "In the Odoo *Sales* application, it is possible to set deadlines on sales " "quotations. Doing so encourages customers to act quickly during sales " "negotiations, for they might fear for missing out on a good deal. As well, " "deadlines also can also act as protection for a company in case an order has" " to be fulfilled at a price that is no longer profitable for the business." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:13 msgid "" "In Odoo *Sales*, there's the option to add an expiration date to a " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:15 msgid "" "To add an expiration date to a quotation, navigate to :menuselection:`Sales " "app`, and select a desired quotation, or create a new one by clicking " ":guilabel:`New`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:18 msgid "" "On the quotation form, click the :guilabel:`Expiration` field to reveal a " "pop-up calendar. From this pop-up calendar, select the desired month and " "date as the expiration date for the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:26 msgid "" "By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly " "displays when that specific offer expires." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:36 msgid "" "The Odoo *Sales* application also makes it possible to add a deadline " "expiration date to quotation templates." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:39 msgid "" "To add a deadline expiration date to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`, and " "either select the desired quotation template to which a deadline should be " "added, or click :guilabel:`New` to build a new quotation template from " "scratch." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:43 msgid "" "On the quotation template form, add a specific number of days to the " ":guilabel:`Quotation expires after` field, located beneath the quotation " "template name. The number of days represents how long the quotation will be " "valid for, before it expires." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:51 msgid "" "Then, whenever that specific quotation template is used in a quote, an " "expiration date is automatically calculated, based on the number of days " "designated above. However, this date can be overwritten before sending the " "quotation to the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:56 msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3 msgid "Deliveries and invoices to different addresses" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5 msgid "" "People and businesses often use separate addresses for billing (invoicing) " "and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can " "have different specified addresses for delivery and invoicing." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12 msgid "" "To properly utilize multiple addresses in Odoo, go to " ":menuselection:`Accounting app --> Configuration --> Settings`, and scroll " "down to the :guilabel:`Customer Invoices` heading. Then, tick the checkbox." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Activate the Customer Addresses setting." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21 msgid "Contact form configuration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23 msgid "" "To add multiple addresses to a contact, go to :menuselection:`Sales app --> " "Orders --> Customers`, and clear any default filters from the search bar. " "Then, click on the desired customer to open their contact form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:28 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30 msgid "" "From the contact form, click :guilabel:`Edit`, and then select " ":guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses`" " tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which " "additional addresses can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "在联系表单中添加联系人/地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:38 msgid "" "On the :guilabel:`Create Contact` pop-up form, start by clicking the default" " :guilabel:`Other Address` field to reveal a drop-down menu of address-" "related options." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:41 msgid "Select any of the following options:" msgstr "选择以下任一选项：" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr ":guilabel:`联系人`：在现有联系表单中添加另一个联系人。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:44 msgid "" ":guilabel:`Invoice Address`: adds a specific invoice address to the existing" " contact form." msgstr ":guilabel:`发票地址`：在现有联系表单中添加特定发票地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45 msgid "" ":guilabel:`Delivery Address`: adds a specific delivery address to the " "existing contact form." msgstr ":guilabel:`送货地址`：在现有联系表单中添加特定送货地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46 msgid "" ":guilabel:`Other Address`: adds an alternate address to the existing contact" " form." msgstr ":guilabel:`其他地址`：在现有联系表单中添加备用地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47 msgid "" ":guilabel:`Private Address`: adds a private address to the existing contact " "form." msgstr ":guilabel:`私人地址`：在现有联系表单中添加私人地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49 msgid "" "Once an option is selected, proceed to enter the corresponding contact " "information that should be used for the specified address type." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "在联系表单上创建新的联系人/地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:56 msgid "" "Then, click :guilabel:`Save & Close` to save the address and close the " ":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " "the address and immediately input another one." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:60 msgid "Address added to quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62 msgid "" "When a customer is added to a quotation, the :guilabel:`Invoice Address` and" " :guilabel:`Delivery Address` fields autopopulate with the corresponding " "addresses specified on the customer's contact form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:70 msgid "" "The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be" " edited directly from the quotation by clicking the :guilabel:`Edit` button," " and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons " "next to each address line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:74 msgid "" "These addresses can be updated at any time to ensure accurate invoicing and " "delivery." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:77 msgid "" "If any changes are made on a form in Odoo, include *Contacts* forms, " "remember to click :guilabel:`Save` to save the changes to the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Online payment order confirmation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online payment, directly on a sales order. Once the sales " "order is electronically paid for by the customer, the salesperson attached " "to the sales order is instantly notified that the order is confirmed." msgstr "" "Odoo *销售* " "应用程序为客户提供了通过在线支付直接在销售订单上确认订单的功能。一旦客户以电子方式支付了销售订单，销售订单上的销售人员就会立即收到订单已确认的通知。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "启动在线支付" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 msgid "" "In order to have customers confirm orders with an online payment, the " "*Online Payment* setting **must** be activated." msgstr "要让客户通过在线支付确认订单，必须启动 *在线支付* 设置。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15 msgid "" "To activate the *Online Payment* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, check the box next to the :guilabel:`Online Payment` " "feature, and click :guilabel:`Save`." msgstr "" "要激活 *在线支付* 功能，请进入 :menuselection:`销售应用程序 --> 配置 --> 设置`，滚动到 " ":guilabel:`报价和订单` 标题，选中 :guilabel:`在线支付` 功能旁边的方框，然后点击 :guilabel:`保存`。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting in the Odoo Sales application." msgstr "Odoo 销售应用程序中的在线支付设置。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23 msgid "" "Beneath the :guilabel:`Online Payment` option on the *Sales* " ":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` " "field. In this field, there's the option to add a specific number of days " "for quotations to remain valid by default." msgstr "" "在 *销售* :guilabel:`设置` 页面的 :guilabel:`在线支付` 选项下，有一个 :guilabel:`报价单默认有效期` " "字段。在该字段中，可选择添加报价默认有效的具体天数。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27 msgid "" "To enable this feature on a standard quotation, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field, on the :guilabel:`Other Info` tab." msgstr "" "要在标准报价单上启用此功能，请点击 :guilabel:`其他信息` 选项卡上 :guilabel:`在线确认` 字段中的 :guilabel:`付款`" " 功能选项复选框。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on a standard quotation in Odoo Sales." msgstr "Odoo 销售中标准报价单上的在线支付设置。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 msgid "" "To enable this feature on a quotation template, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field of the quotation template form." msgstr "" "要在报价单模板上启用此功能，请点击报价单模板表单中 :guilabel:`在线确认` 字段的 :guilabel:`付款` 功能选项的复选框。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on quotation template forms in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 msgid "Payment providers" msgstr "支付提供商" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45 msgid "" "After activating the :guilabel:`Online Payment` feature, a link to configure" " :guilabel:`Payment Providers` appears beneath it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48 msgid "" "Clicking that link reveals a separate :guilabel:`Payment Providers` page, in" " which a large variety of payment providers can be enabled, customized, and " "published." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "Payment providers page in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91 msgid ":doc:`../../../finance/payment_providers`" msgstr ":doc:`../../../finance/payment_providers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59 msgid "Register a payment" msgstr "登记付款" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61 msgid "" "After opening quotations in their customer portal, customers can click " ":guilabel:`Accept \\& Pay` to confirm their order with an online payment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The accept and pay button on an online quotation in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68 msgid "" "After clicking :guilabel:`Accept \\& Pay`, customers are presented with " ":guilabel:`Validate Order` pop-up window containing different options for " "them to make online payments, in the :guilabel:`Pay with` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "How to register a payment on a validate order pop-up window in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77 msgid "" "Odoo will **only** offer payment options on the :guilabel:`Validate Order` " "pop-up window that have been published and configured on the " ":guilabel:`Payment Providers` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80 msgid "" "Once the customer selects their desired method of payment, they will click " "the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo " "instantly notifies the assigned salesperson upon order confirmation with an " "online payment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "Sample of notification that appears in the chatter when an online payment is" " made." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online signature, directly on the sales order. Once the sales" " order is electronically signed by the customer, the salesperson attached to" " the sales order is instantly notified that the order is confirmed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13 msgid "" "In order to have customers confirm orders with an online signature, the " "*Online Signature* feature **must** be activated." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16 msgid "" "To activate the *Online Signature* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, and activate the :guilabel:`Online Signature` feature by " "checking the box beside it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "" "The Online Signature feature option in the Settings of the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24 msgid "Then, click the :guilabel:`Save` button in the top-left corner." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27 msgid "" "When making a quotation template, the online signature feature is the " ":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`" " field of the quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The Online confirmation signature option found on every quotation template " "in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34 msgid "" "On standard quotations, the online signature feature is the " ":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab " "of the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The online signature feature option in the Other Info tab of a quotation " "form in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42 msgid "Order confirmations with online signatures" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44 msgid "" "When clients access quotations online through their customer portal, there's" " a :guilabel:`Sign \\& Pay` button directly on the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Sign and Pay button present on online quotations in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51 msgid "" "When clicked, a :guilabel:`Validate Order` pop-up window appears. In this " "pop-up window, the :guilabel:`Full Name` field is auto-populated, based on " "the contact information in the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Validate Order pop-up window for online signatures in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58 msgid "" "Then, customers have the option to enter an online signature with any of the" " following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61 msgid "" ":guilabel:`Auto` lets Odoo automatically generate an online signature based " "on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets" " the customer use the cursor to create a custom signature directly on the " "pop-up window. And :guilabel:`Load` lets the customer upload a previously-" "created signature file from their computer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66 msgid "" "After the customer has chosen any of the three previously mentioned " "signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`)," " they will click the :guilabel:`Accept \\& Sign` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70 msgid "" "When :guilabel:`Accept \\& Sign` is clicked, the various payment method " "options become available for them to choose from (if the *online payment* " "option applies to this quotation)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73 msgid "" "Then, when the quotation is paid and confirmed, a delivery order is " "automatically created (if the Odoo *Inventory* app is installed)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "可选产品" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5 msgid "" "The use of optional products is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " "useful and related products to customers, which may result in an increased " "sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " "Presenting the choice to purchase optional products enhances the customer " "experience." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16 msgid "" "With the Odoo *Sales* application, it is possible to add or modify optional " "products directly on quotations by navigating to the :guilabel:`Optional " "Products` tab on a quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23 msgid "" "To add an optional product(s) to a quotation, click :guilabel:`Add a " "product` in the :guilabel:`Optional Products` tab of a quotation. Doing so " "reveals a blank field in the :guilabel:`Product` column." msgstr "" "要在报价单中添加可选产品，请点击报价单的 :guilabel:`可选产品` 选项卡中的 " ":guilabel:`添加产品`。这样，:guilabel:`产品` 列中就会出现一个空白字段。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " "product to the quotation template." msgstr "点击后，会出现一个包含数据库中产品的下拉菜单。从下拉菜单中选择所需的产品，将其作为可选产品添加到报价模板中。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the field, and the option appears in the drop-down menu. Then, " "select that desired product to add it to the quotation." msgstr "如果所需产品未显示，请在字段中输入所需产品的名称，该选项就会出现在下拉菜单中。然后，选择所需产品，将其添加到报价单中。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36 msgid "" "When a product is added, the default :guilabel:`Quantity` is `1`, but that " "can be edited at any time." msgstr "添加产品时，默认 :guilabel:`数量` 为 `1`，但可以随时编辑。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." msgstr "要从 :guilabel:`可选产品` 选项卡中删除任何行项目，请点击 :guilabel:`️🗑️（垃圾桶）`图标。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42 msgid "" "Click the :guilabel:`Preview` button, located in the upper-left corner of " "the quotation, to reveal a preview of the quotation customers would receive," " via email, along with the optional products they can potentially add to " "their order, located in the :guilabel:`Options` section." msgstr "" "点击报价单左上角的 :guilabel:`预览` 按钮，可显示客户通过电子邮件收到的报价单预览，以及他们可能添加到订单中的可选产品（位于 " ":guilabel:`选项` 部分）。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "Preview your quotations on Odoo Sales." msgstr "在 Odoo 销售应用程序预览报价单。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50 msgid "" "Customers are able to add different optional products to an order by " "clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the" " optional product line." msgstr "客户可以点击可选产品系列右侧的 :guilabel:`🛒（购物车）` 图标，将不同的可选产品添加到订单中。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53 msgid "" "If a customer selects optional products, these are automatically added to " "the quotation managed by the salesperson." msgstr "如果客户选择了可选产品，这些产品会自动添加到销售人员管理的报价单中。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56 msgid "" "When the customer adds an optional product(s) to an order, the salesperson " "is instantly notified about the change, along with any other change the " "customer makes to an order. This allows salespeople to stay up-to-date with " "everything related to an order in the backend of the *Sales* application." msgstr "" "当客户在订单中添加可选产品时，销售人员会立即收到有关更改的通知，以及客户对订单所做的任何其他更改。这样，销售人员就可以在 *销售* " "应用程序的后台随时了解与订单有关的所有最新情况。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62 msgid "Optional products on quotation templates" msgstr "报价模板上的可选产品" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65 msgid "" "Be sure to review the :doc:`quote_template` documentation to better " "understand how quotation templates work before reading the following " "information." msgstr "在阅读以下信息之前，请务必查看 :doc:`quote_template` 文档，以便更好地理解报价模板的工作方式。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68 msgid "" "For quotation templates, just like a typical quotation form, there is also " "an :guilabel:`Optional Products` tab, wherein related products or services " "can be added to a quotation template." msgstr "报价模板就像普通报价表一样，也有一个 :guilabel:`可选产品` 选项卡，可将相关产品或服务添加到报价模板中。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71 msgid "" "To add optional products to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, " "either select an existing quotation template to edit, or create a new one by" " clicking :guilabel:`New`." msgstr "" "要在报价模板中添加可选产品，请访问 :menuselection:`销售应用程序 --> 配置--> " "报价模板`。然后，选择一个现有报价模板进行编辑，或点击 :guilabel:`新建` 创建一个新模板。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75 msgid "" "On the quotation template form, click the :guilabel:`Optional Products` tab." " Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, " "and select the desired product to add as an optional product to the " "quotation template." msgstr "" "在报价模板表单中，点击 :guilabel:` 可选产品` 选项卡。在 :guilabel:`可选产品` 选项卡下，点击 " ":guilabel:`添加一行`，然后选择要添加到报价模板中作为可选产品的所需产品。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83 msgid "" "The products added in the :guilabel:`Optional Products` tab are present in " "the quotation, by default, whenever that particular quotation template is " "used. These products can be removed, and additional products can be added, " "before the quotation is sent to a customer." msgstr "" "只要使用特定报价单模板，在 :guilabel:`可选产品` " "选项卡中添加的产品就会默认出现在报价单中。在向客户发送报价单之前，可以删除这些产品并添加其他产品。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88 msgid "" "It's best to offer optional products that would encourage a customer to add " "additional items to their order, or entice them to purchase a more expensive" " version of their initially selected product." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92 msgid "" "For example, if a customer purchases a wooden chair, some optional products " "could be: a warranty on that chair and/or a wooden chair with leather seats." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96 msgid "" "There is no limit to how many optional products can be added to a quotation " "template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Before getting into detail about how to use product variants on quotations " "and sales orders, it's recommended to learn about " ":doc:`../products_prices/products/variants` in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8 msgid "" "Once familiarized with the basics surrounding product variants, the " "following covers how product variants can be added to quotations and sales " "orders using the *product configurator* or *order grid entry*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13 msgid "" "It should be noted that the setting is titled, *Variant Grid Entry* on the " "*Sales* app settings page, and titled, *Order Grid Entry* on product forms. " "So, be sure to keep that in mind." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19 msgid "" "When working with product variants, Odoo uses the product configurator, by " "default. To add the variant grid entry option, that feature **must** be " "enabled in the Odoo *Sales* application. The variant grid entry option " "provides a pop-up window on the quotation/sales order to simplify the " "variant selection process." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24 msgid "" "To enable that setting, go to :menuselection:`Sales app --> Configuration " "--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, " "check the box next to the :guilabel:`Variant Grid Entry` option, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33 msgid "" "Of course, the :guilabel:`Variants` feature **must** also be activated, in " "order to use product variants on quotations and sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "产品配置" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 msgid "" "Once the :guilabel:`Variant Grid Entry` setting is enabled, both options " "(*Product Configurator* and *Order Grid Entry*) become available on every " "product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 msgid "" "To configure a product form to use either a product configurator or variant " "grid entry, start by navigating to :menuselection:`Sales app --> Products " "--> Products` to view all the products in the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46 msgid "" "Then, select the desired product to configure, or click :guilabel:`New`, to " "create a new product from scratch. Once on the product form, click into the " ":guilabel:`Attributes \\& Variants` tab, where product variants can be " "viewed, modified, and added." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50 msgid "" "At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a " ":guilabel:`Sales Variant Selection` section with two options: " ":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55 msgid "" "It should be noted that these options **only** appear if at least two values" " of an attribute have been added to the record." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Sales variant selection options on the attributes and variants tab on " "product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" "These options determine which method is used when adding product variants to" " quotations or sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65 msgid "" "The :guilabel:`Product Configurator` provides a pop-up window that neatly " "displays all the available product variants for that particular product when" " it's added to a quotation. However, only one variant can be selected/added " "at a time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69 msgid "" "The :guilabel:`Order Grid Entry` provides the same information as the " ":guilabel:`Product Configurator` in a table layout, allowing the user to " "select larger numbers of unique product variants, and add them to a " "quotation/sales order, in a single view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "Product configurator" msgstr "产品配置器" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76 msgid "" "The product configurator feature appears as a :guilabel:`Configure` pop-up " "window, as soon as a product with (at least two) variants is added to a " "quotation or sales order, but **only** if the :guilabel:`Product " "Configurator` option is selected on its product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The product configurator pop-up window that appears on a quotation or sales " "order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85 msgid "" "This :guilabel:`Configure` pop-up window also appears if the " ":guilabel:`Order Grid Entry` setting is **not** activated, as it is the " "default option Odoo uses when dealing with product variants on quotations " "and/or sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 msgid "" "The :guilabel:`Product Configurator` option lets salespeople choose exactly " "which product variant to add to the quotation or sales order using a format " "similar to online shopping." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 msgid "" "The order grid entry feature appears as a :guilabel:`Choose Product " "Variants` pop-up window, as soon as a product with (at least two) variants " "is added to a quotation or sales order, but **only** if the :guilabel:`Order" " Grid Entry` option is selected on its product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The choose product variants pop-up window that appears on a quotation in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 msgid "" "The :guilabel:`Choose Product Variants` pop-up window features all the " "variant options for that particular product. From this pop-up window, the " "salesperson can designate how many of each variant they'd like to add to the" " quotation/sales order at once." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107 msgid "" "When all the desired quantities and variants have been selected, the " "salesperson simply clicks :guilabel:`Confirm`, and those orders are " "instantly added to the quotation/sales order in the :guilabel:`Order Lines` " "tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Populated order lines tab after order grid entry has been chosen to select " "products." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116 msgid ":doc:`../products_prices/products/variants`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Quotation templates" msgstr "报价模板" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5 msgid "" "In Odoo *Sales*, salespeople have the ability to create reusable quotation " "templates for common products or services that the business offers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:8 msgid "" "By using these templates, quotations can be tailored and sent to customers " "at a much faster pace, without having to create new quotations from scratch " "every time a sales negotiation occurs." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:16 msgid "" "Begin by activating the setting in :menuselection:`Sales app --> " "Configuration --> Settings`, and scroll to the :guilabel:`Quotations \\& " "Orders` heading." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19 msgid "" "In that section, check the box beside the :guilabel:`Quotation Templates` " "option. Doing so reveals a new :guilabel:`Default Template` field, in which " "a default quotation template can be chosen from a drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "How to enable quotation templates on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:27 msgid "" "Also, upon activating the :guilabel:`Quotation Template` feature, an " "internal :guilabel:`➡️ Quotation Templates` link appears beneath the " ":guilabel:`Default Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:30 msgid "" "Clicking that link reveals the :guilabel:`Quotation Templates` page, from " "which templates can be created, viewed, and edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33 msgid "" "Before leaving the :guilabel:`Settings` page, don't forget to click the " ":guilabel:`Save` button to save all changes made during the session." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37 msgid "Create quotation templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39 msgid "" "Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` " "page, or navigate to :menuselection:`Sales app --> Configuration --> " "Quotation Templates`. Both options reveal the :guilabel:`Quotation " "Templates` page, where quotation templates can be created, viewed, and " "edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates page in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47 msgid "" "To create a new quotation template, click the :guilabel:`New` button, " "located in the upper-left corner. Doing so reveals a blank quotation " "template form that can be customized in a number of ways." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Create a new quotation template on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54 msgid "" "Start by entering a name for the template in the :guilabel:`Quotation " "Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" "Then, in the :guilabel:`Quotation expires after` field, designate how many " "days the quotation template will remain valid for, or leave the field on the" " default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" "If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " "features are activated in the :guilabel:`Settings` (:menuselection:`Sales " "app --> Configuration --> Settings`), those options are available in the " ":guilabel:`Online confirmation` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 msgid "" "In the :guilabel:`Online confirmation` field, check the box beside " ":guilabel:`Signature` to request an online signature from the customer to " "confirm an order. Check the box beside :guilabel:`Payment` to request an " "online payment from the customer to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 msgid "" "Both options can be enabled simultaneously, in which case the customer must " "provide **both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " "and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from" " the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" " later. Selecting :guilabel:`Create and edit...` creates the email template," " and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " "the email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Create confirmation mail pop-up window from the quotation template form in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 msgid "" "In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" " amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " "designate how often this quotation template should occur." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" "The :guilabel:`Recurrence` field **only** applies to subscription plans. For" " more information, check out the documentation on " ":doc:`../../subscriptions/plans`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 msgid "Lines tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " ":guilabel:`Add a section` (and dragging/dropping section headers), and " "further explained with discretionary information (such as warranty details, " "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Populated lines tab on a quotation template form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " "drop-down menu. Products can also be found by clicking :guilabel:`Search " "More...` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " "When clicked, a blank field appears, in which the desired name of the " "section can be typed. When the name has been entered, click away to secure " "the section name." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " "clicked, a blank field appears, in which the desired note can be typed. When" " the note has been entered, click away to secure the note." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " "useful and related products to customers, which may result in an increased " "sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " "orders themselves, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" " tab, if applicable. The products added here ideally complement the original" " offering as added value for the prospective buyer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Populated optional products tab on a quotation template in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 msgid "Optional products are **not** required to create a quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 msgid "Terms \\& Conditions tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Terms and conditions tab in a quotation template form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 msgid "Design quotation templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" "In the upper-left corner of the quotation template form, there's a " ":guilabel:`Design Template` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Design template button in the upper-left corner of quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 msgid "" "When clicked, Odoo reveals a preview of the quotation template, through the " "Odoo *Website* application, as it will appear on the front-end of the " "website to the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 msgid "" "This feature is **only** available if the *Website* application is " "installed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 msgid "" "Odoo uses numerous blue placeholder blocks to signify where certain elements" " appear, and what they contain (e.g. :guilabel:`Template Header`, " ":guilabel:`Product`)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 msgid "" "To edit the content, appearance, and overall design of the quotation " "template via the *Website* application, click the :guilabel:`Edit` button in" " the upper-right corner." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Design template edit button in the upper-right corner of quotation template " "design." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 msgid "" "When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " "variety of design elements and feature-rich building blocks. These building " "blocks can be dragged-and-dropped anywhere on the quotation template design." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Design quotation template building blocks sidebar in Odoo Website." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 msgid "" "After a block has been dropped in the desired position, it can be customized" " and configured to fit any unique need, look, or style." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " "sure to check out the :doc:`../../../websites/website` documentation to " "learn more." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " "returns to the quotation template form in the back-end of the *Sales* " "application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 msgid "Use quotation templates" msgstr "使用报价模板" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" "end of the website through Odoo's customer portal." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "订阅" #: ../../content/applications/sales/subscriptions.rst:7 msgid "" "Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new " "contracts `, :doc:`upsell customers " "`, keep the churn under " "control, and :doc:`generate reports " "` on the main :abbr:`KPIs (Key " "Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, " ":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc." msgstr "" #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "`Odoo 教程: 订阅 `_" #: ../../content/applications/sales/subscriptions.rst:16 msgid ":doc:`/applications/sales/subscriptions/products`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:17 msgid ":doc:`/applications/sales/subscriptions/ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:18 msgid ":doc:`/applications/sales/subscriptions/plans`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:19 msgid ":doc:`/applications/sales/subscriptions/upselling`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:20 msgid ":doc:`/applications/sales/subscriptions/renewals`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:21 msgid ":doc:`/applications/sales/subscriptions/closing`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:22 msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:23 msgid ":doc:`/applications/sales/subscriptions/reports`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:28 msgid "Subscription quotations" msgstr "" #: ../../content/applications/sales/subscriptions.rst:31 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions.rst:33 msgid "" "To create a new subscription, click on :guilabel:`New` from the " "*Subscription* or the :doc:`Sales ` app. You can " "either:" msgstr "" #: ../../content/applications/sales/subscriptions.rst:36 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" #: ../../content/applications/sales/subscriptions.rst:38 msgid "" "Fill out the quotation normally, making sure to select a recurrence and an " "end date if necessary and adding :doc:`recurrent products " "`." msgstr "" #: ../../content/applications/sales/subscriptions.rst:42 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" #: ../../content/applications/sales/subscriptions.rst:48 msgid "Confirmation" msgstr "确认" #: ../../content/applications/sales/subscriptions.rst:50 msgid "" "Send the quotation to the customer for confirmation by clicking on " ":guilabel:`Send by email`, or confirm it immediately by clicking on " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/subscriptions.rst:54 msgid "" "Click on :guilabel:`Customer Preview` to preview the customer portal where " "the customer can view their quotation, sign and pay it, and communicate with" " you." msgstr "" #: ../../content/applications/sales/subscriptions.rst:60 msgid "Automatic payments" msgstr "" #: ../../content/applications/sales/subscriptions.rst:62 msgid "" "You can require the customer to set an automatic payment method and pre-pay " "the subscription's first occurrence before they can confirm their quotation." " To do so, go to the :guilabel:`Other Info` tab of the quotation and check " "the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field." msgstr "" #: ../../content/applications/sales/subscriptions.rst:67 msgid "" "If you leave :guilabel:`Payment` unchecked, the customer doesn't have to " "pre-pay to start the subscription. This means that the payment is not " "automatic and that the customer must pay each invoice manually." msgstr "" #: ../../content/applications/sales/subscriptions.rst:72 msgid "" "If the online confirmation requires a pre-payment, your customer can select " "only the :ref:`payment providers ` " "that have the :ref:`tokenization feature `. " "This ensures that the customer is automatically charged at each new period." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automatic alerts" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5 msgid "" "Now that your subscriptions are up and running, you want to stay up-to-date " "with your customers. Some automation would be appreciated since you would " "not want to go through the list of all your subscribers to check how things " "are going. This is what the *Automatic Alerts* feature is for." msgstr "" "现在您的订阅已经启动并运行，您希望与客户保持最新信息。如果您不想查看所有订阅者的列表来检查进展情况，请使用一些自动化功能。这就是*自动警报*功能的用途。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9 msgid "" "For example, when customers subscribe to your magazine, you would probably " "want to send them an email to welcome them and express your gratitude. Or, " "if the satisfaction rate of your customers drops below 50%, you would " "probably want to schedule a call with them to understand the reasons for " "their dissatisfaction." msgstr "" "例如，当客户订阅您的杂志时，您可能希望向他们发送电子邮件，欢迎他们并表达您的感激之情。或者，如果您的客户满意度下降到50%以下，您可能希望安排与他们的通话，以了解他们不满意的原因。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:14 msgid "" "With **Odoo Subscriptions**, you can set automatic emails, create a \"Call\"" " task for one of your salespeople so that he/she can try to understand your " "customer's dissatisfaction, and finally, why not automatically send " "satisfaction surveys so customers can evaluate your services? All of that is" " now possible." msgstr "" "使用**Odoo订阅**，您可以设置自动电子邮件，为您的一位销售人员创建“通话”任务，以便他/她可以尝试了解客户的不满，最后，为什么不自动发送满意度调查，以便客户可以评估您的服务？所有这些现在都是可能的。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:20 msgid "Create a new automatic alert" msgstr "创建新的自动警报" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:22 msgid "" "The following example shows how to create a new automatic alert to send " "satisfaction surveys to your customers, by email, after one month of " "subscription. To do so, go to :menuselection:`Subscriptions --> " "Configuration --> Alerts`, and create a new alert." msgstr "" "以下示例显示了如何创建新的自动警报，以便在订阅一个月后通过电子邮件向客户发送满意度调查。为此，请转至：菜单选择：`订阅-->配置-->警报`，然后创建新警报。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "New automatic alert in Odoo Subscriptions" msgstr "Odoo订阅中的全新自动提醒" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30 msgid "" "On the *Apply on* section, first give the alert a name. Then, you can choose" " to apply this alert on a subscription template, on a specific customer, or " "even on a specific product. If you want to add more specifications, you can " "also specify the value of your MRR, the change rate of your MRR over a " "certain period of time, the value of the satisfaction rate, and even the " "stage to which you want to apply this alert." msgstr "" "在*应用于*部分，首先为警报命名。然后，您可以选择将此警报应用于订阅模板、特定客户甚至特定产品。如果要添加更多规格，还可以指定MRR的值、特定时间段内MRR的变化率、满意度的值，甚至是要应用此警报的阶段。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:37 msgid "" "In this example, the alert is applied to a specific product, and the stage " "goes from *Undefined* to *In Progress*." msgstr "在本例中，警报应用于特定产品，阶段从*未定义*到*正在进行*。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:40 msgid "" "For the *Action* section, specify the *Action* and the *Trigger on*. If the " "*Trigger on* is set to *Modification*, the action is triggered every time " "there is a change or anything added to the subscription, and all the " "conditions on the *Apply on* section are met. Now, if the *Trigger on* is " "set to *Timed condition*, it means that the action is triggered based on the" " type of *Trigger date*. After that, you can choose your *Action*. You have " "the choice between *Create next activity*, *Set a tag on the subscription*, " "*Set a stage on the subscription*, *Mark as To Renew*, *Send an email to the" " customer* and *Send an SMS Text Message to the customer*." msgstr "" "对于*Action*部分，指定*Action*和*上的*触发器。如果*触发器打开*设置为*修改*，则每次订阅中有更改或添加任何内容时都会触发该操作，并且满足*应用打开*部分的所有条件。现在，如果*触发器打开*设置为*定时条件*，则表示动作是根据*触发器日期*的类型触发的。之后，你可以选择你的“动作”。您可以选择*创建下一个活动*、*在订阅上设置标记*、*在订阅上设置阶段*、*标记为续订*、*向客户发送电子邮件*和*向客户发送短信*。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:50 msgid "" "In the example above, the *Trigger on* is set to *Timed condition*, " "therefore, a *Trigger date* and *Delay after trigger* need to be specified. " "And because the *Send an email to the customer* action was adopted, an " "*Email template* can be chosen." msgstr "" "在上例中，*触发器开启*设置为*定时条件*，因此需要指定*触发日期*和*触发后延迟*。由于采用了*向客户发送电子邮件*操作，因此可以选择*电子邮件模板*。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55 msgid "" "Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or " "tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit " ":doc:`../../essentials/in_app_purchase`. For more information on sending SMS" " messages, visit " ":doc:`../../marketing/sms_marketing/essentials/sms_essentials`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:60 msgid "" "As a result, this alert sends a rating survey after one month, to the " "customers who have purchased that specific product. The survey appears in " "the chatter of your respective subscription." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "Satisfaction survey in Odoo Subscriptions" msgstr "Odoo订阅满意度调查" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 msgid "Modify an existing automatic alert" msgstr "修改现有自动警报" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70 msgid "" "By default, Odoo suggests you an automatic alert called *Take action on less" " satisfied clients*." msgstr "默认情况下，Odoo建议您发送一个名为*对不太满意的客户采取行动*的自动警报。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "Modify an existing automatic alert in Odoo Subscriptions" msgstr "修改Odoo订阅中的现有自动提醒" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76 msgid "" "This alert is applied to the *Rating Satisfaction* of your customers, and " "the action is triggered on *Timed condition*. If their satisfaction rate is " "lower than 50%, a salesperson contacts the customer. This action is " "automatically assigned to the salesperson who manages the subscription, and " "the due date is 5 days after the triggering of this action. This alert " "ensures that your clients are happy and that you are taking actions if they " "are not. It helps to keep your customer retention rates very high." msgstr "" "此警报适用于客户的*评级满意度*，并在*定时条件*下触发该操作。如果他们的满意度低于50%，销售人员会联系客户。此操作自动分配给管理订阅的销售人员，到期日为触发此操作后的5天。此警报可确保您的客户满意，如果他们不满意，您也会采取行动。这有助于保持您的客户保留率非常高。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 msgid "" "By editing the alert, you can modify the *Apply on*, the *Action* and " "*Activity* sections, and adapt them to your own needs." msgstr "通过编辑警报，您可以修改*应用于*、*操作*和*活动*部分，并根据自己的需要进行调整。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:88 #: ../../content/applications/sales/subscriptions/closing.rst:105 #: ../../content/applications/sales/subscriptions/renewals.rst:80 #: ../../content/applications/sales/subscriptions/reports.rst:120 #: ../../content/applications/sales/subscriptions/upselling.rst:83 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89 #: ../../content/applications/sales/subscriptions/closing.rst:106 #: ../../content/applications/sales/subscriptions/renewals.rst:81 #: ../../content/applications/sales/subscriptions/reports.rst:121 #: ../../content/applications/sales/subscriptions/upselling.rst:84 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:90 #: ../../content/applications/sales/subscriptions/closing.rst:107 #: ../../content/applications/sales/subscriptions/renewals.rst:82 #: ../../content/applications/sales/subscriptions/reports.rst:122 #: ../../content/applications/sales/subscriptions/upselling.rst:85 msgid ":doc:`products`" msgstr ":doc:`products`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91 msgid ":doc:`../../essentials/in_app_purchase`" msgstr ":doc:`../../essentials/in_app_purchase`" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close a subscription" msgstr "关闭订阅" #: ../../content/applications/sales/subscriptions/closing.rst:5 msgid "" "Losing a customer is always difficult, especially if you put a lot of effort" " into getting them to sign up for your products/services. However, many " "companies come up with dubious methods to reduce the probability of this " "happening." msgstr "失去客户总是很困难的，尤其是如果你花了很多精力让他们注册你的产品/服务。然而，许多公司提出了一些可疑的方法来降低这种情况发生的可能性。" #: ../../content/applications/sales/subscriptions/closing.rst:14 msgid "" "If you adopt such methods, you are among companies that actively and " "indirectly spread the phobia of subscriptions, who do not think about how " "negatively dissatisfied customers could impact their business and, who " "frustrate the customers in a way or another. However, at some point, it is " "understandable that you do not want your customers to be involved in your " "subscription status." msgstr "" "如果你采用这种方法，你就是那些积极和间接传播订阅恐惧症的公司之一，他们不会考虑不满意的客户会对他们的业务产生多大的负面影响，他们会以某种方式挫败客户。然而，在某些情况下，您不希望您的客户参与您的订阅状态是可以理解的。" #: ../../content/applications/sales/subscriptions/closing.rst:19 msgid "" "If you do not adopt such methods, you are among companies that continue to " "evolve in a long-term subscription business model, especially in an era of " "ultra-fast communications between dissatisfied customers, and who retain " "their customers by making it easier for them to leave if they want to. By " "giving them the opportunity to close their own subscriptions, your customers" " do not feel trapped because they subscribed to your products/services." msgstr "" "如果你不采取这样的方法，你就是那些继续发展长期订阅业务模式的公司之一，尤其是在不满意的客户之间进行超高速通信的时代，他们通过让客户更容易离开来留住他们的客户，如果他们想离开的话。通过给他们关闭自己订阅的机会，您的客户不会因为订阅了您的产品/服务而感到受困。" #: ../../content/applications/sales/subscriptions/closing.rst:25 msgid "" "In summary, the **Odoo Subscriptions** application gives you the " "**possibility to choose what you want to apply**. Indeed, you can decide " "whether to give your customers the option to close their subscriptions " "whenever they want to or to restrict this possibility. It depends on you and" " we will show you how to do that in our amazing application." msgstr "" "总之，**Odoo订阅 **用程序使您可以 **择要应用的内** " "。事实上，您可以决定是让您的客户在任何时候都可以选择关闭订阅，还是限制这种可能性。这取决于你，我们将在我们令人惊叹的应用程序中向你展示如何做到这一点。" #: ../../content/applications/sales/subscriptions/closing.rst:33 msgid "" "Go to :menuselection:`Subscriptions --> Configuration --> Subscription " "templates`. From there, you can create a new *Subscription template* or " "modify an existing one. When editing your template, underneath the Invoicing" " tab, you have the possibility to activate the option *Closable by " "customer*. Once enabled, this option gives your customers the right to close" " their own subscriptions." msgstr "" "转到：菜单选择：`订阅-->配置-->订阅模板`。从那里，您可以创建新的*订阅模板*或修改现有模板。编辑模板时，在“开票”选项卡下，您可以激活选项“可由客户关闭”。启用此选项后，您的客户有权关闭自己的订阅。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "Configuration to close your subscription with Odoo Subscriptions" msgstr "关闭Odoo订阅的配置" #: ../../content/applications/sales/subscriptions/closing.rst:43 msgid "" "Be sure to check out our documentation on how to :doc:`Use subscription " "templates ` to fully understand the importance of this feature in a " "basic flow using the **Odoo Subscriptions** application." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:49 msgid "Close your first subscription" msgstr "关闭第一个订阅" #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "Administrator view" msgstr "管理员视图" #: ../../content/applications/sales/subscriptions/closing.rst:54 msgid "" "Once confirmed, a quotation becomes a sales order and a new subscription is " "automatically created. Therefore, this subscription has the status *In " "progress*. From there, you have the possibility to close the subscription." msgstr "一旦确认，报价单将成为销售订单，并自动创建新的订阅。因此，此订阅的状态为*进行中*。从那里，您可以关闭订阅。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close your subscription from an administration point of view with Odoo " "Subscriptions" msgstr "在Odoo订阅中以管理身份关闭订阅" #: ../../content/applications/sales/subscriptions/closing.rst:62 msgid "" "By using the smart button *Close*, you have to enter a close reason. For " "example, \"Subscription too expensive\", \"Subscription does not meet my " "requirements\", \"Subscription reached its end date\", etc. Immediately " "after confirming your close reason, you can observe that the status of the " "subscription is now *Closed* and that the close reason is mentioned on the " "subscription." msgstr "" "通过使用智能按钮*关闭*，您必须输入关闭原因。例如，“订阅太贵”、“订阅不符合我的要求”、“订阅已到结束日期”等。在确认关闭原因后，您可以立即观察到订阅的状态现在为*关闭*，并且订阅中提到了关闭原因。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "What happens when you close your subscription with Odoo Subscriptions?" msgstr "您关闭Odoo订阅后会发生什么？" #: ../../content/applications/sales/subscriptions/closing.rst:72 msgid "Customer view" msgstr "客户视图" #: ../../content/applications/sales/subscriptions/closing.rst:74 msgid "" "As previously explained in the *Administrator view* part, from the " "subscription form, you also have the possibility to visualize what your " "customers see when managing their subscriptions thanks to the *Customer " "preview* button. In this example, the customer has the choice to close " "his/her subscription whenever he/she wants to, due to the *Close " "Subscription* button." msgstr "" "如前所述，在*管理员视图*部分中，通过*客户预览*按钮，您还可以从订阅表单中可视化客户在管理其订阅时看到的内容。在本例中，由于*关闭订阅*按钮，客户可以随时选择关闭其订阅。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close your subscription from a customer point of view with Odoo " "Subscriptions" msgstr "在Odoo订阅中以客户身份关闭订阅" #: ../../content/applications/sales/subscriptions/closing.rst:83 msgid "" "By using this button, the customer can specify the reason for cancelling " "his/her subscription and he/she can even leave a message." msgstr "通过使用此按钮，客户可以指定取消订阅的原因，甚至可以留言。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "What happens when customers close their subscription with Odoo " "Subscriptions?" msgstr "客户关闭Odoo订阅后会发生什么？" #: ../../content/applications/sales/subscriptions/closing.rst:90 msgid "" "By confirming the cancellation, the customer is redirected to his/her " "portal. The administrator is informed of this modification. Indeed, the " "status of the subscription becomes *Closed* and a note appears in the " "chatter with the new stage, the end date, the close reason, and the closing " "text added by the customer." msgstr "" "通过确认取消，客户将被重定向到其门户。将此修改通知管理员。事实上，订阅的状态变为*关闭*，聊天记录中会出现一条注释，其中包含新阶段、结束日期、关闭原因和客户添加的关闭文本。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "What happens when customers close their subscription in Odoo Subscriptions?" msgstr "客户关闭Odoo订阅后会发生什么？" #: ../../content/applications/sales/subscriptions/closing.rst:100 msgid "" "Before closing a subscription, check out our documentation on how to " ":doc:`Create a quotation using subscription products <../subscriptions>` to " "understand how subscriptions are managed in the **Odoo Subscriptions** " "application." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Use subscriptions in the eCommerce shop" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:5 msgid "" "Subscription products can be sold in the Odoo *eCommerce* shop just like " "regular sales products." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:7 msgid "" "However, by default, the eCommerce product page only displays the shortest " "recurrence period listed in the :guilabel:`Time-based pricing` tab of the " "product form. For example, if a subscription product has *monthly* and " "*yearly* recurrence periods configured, then only the monthly price appears " "on the eCommerce page for that product by default." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:12 msgid "" "To add more recurrence periods to the eCommerce product page, create a " "*product variant* for each recurrence period." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:16 msgid "" ":doc:`Configure subscription products " "`" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" ":doc:`Product variants " "`" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "Create recurrence periods as product variants" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:22 msgid "" "To set up each recurrence period as a product variant, go to " ":menuselection:`Subscriptions --> Subscriptions --> Products` and select a " "product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add " "a line`." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:26 msgid "" "Create an :guilabel:`Attribute` called `Billing Period` (or something " "similar) by typing in the name and clicking :guilabel:`Create`. This " "attribute name appears as the option heading on the product page of the " "eCommerce shop." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:30 msgid "" "Next, create :guilabel:`Values` that correspond to the recurrence periods " "that are configured in the :guilabel:`Time-based pricing` tab of the product" " form. Type in the name of the recurrence period, then click " ":guilabel:`Create`. These value names appear as selectable options on the " "product page of the eCommerce shop." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n" "the product form." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:40 msgid "" "Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save " "manually. After saving, a :guilabel:`Product Variants` column appears on the" " :guilabel:`Time-based pricing` tab. Assign the product variants to their " "corresponding recurrence periods and prices." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "Product variants on the \"Time-based pricing\" tab of the product form." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:48 msgid "" "The product variants are now available for selection on the eCommerce " "product page." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants on the eCommerce product " "page." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "订阅计划" #: ../../content/applications/sales/subscriptions/plans.rst:5 msgid "" "*Subscription plans* are :doc:`quotation templates " "` used to " "preconfigure quotations with subscription products. Use subscription plans " "to quickly create subscription orders." msgstr "" "*订阅计划* 是 " ":doc:`报价模板` " "用来预先配置带有订阅产品的报价单。使用订阅计划可快速创建订阅订单。" #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "配置订阅计划" #: ../../content/applications/sales/subscriptions/plans.rst:12 msgid "" "To configure subscription plans, go to :menuselection:`Subscriptions --> " "Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, " "or select an existing plan to edit it." msgstr "" "配置要配置订阅计划，请转到 :menuselection:`订阅 --> 配置 --> 计划`。然后，点击 " ":guilabel:`新建`，创建新计划，或选择现有计划进行编辑。" #: ../../content/applications/sales/subscriptions/plans.rst:15 msgid "" "Since the Odoo *Subscriptions* app is integrated closely with the *Sales* " "app, subscription plans use the same form as quotation templates." msgstr "由于 Odoo *订阅* 应用程序与 *销售* 应用程序紧密整合，因此订阅计划与报价模板使用相同的表单。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "订阅计划（报价模板）配置表。" #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "订购计划表包含以下选项：" #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid "" ":guilabel:`Name`: Enter a name for the subscription plan at the top of the " "page." msgstr ":guilabel:`名称`：在页面顶部输入订阅计划的名称。" #: ../../content/applications/sales/subscriptions/plans.rst:25 msgid "" ":guilabel:`Quotation expires after`: Enter the number of days after which " "the quotation expires, starting from the day the quotation is sent to the " "customer. Leave this field at zero for the quotation to never expire." msgstr ":guilabel:`报价单过期时限`：输入报价单过期的天数，从报价单发送给客户之日算起。将此字段保留为零，则报价永不过期。" #: ../../content/applications/sales/subscriptions/plans.rst:28 msgid "" ":guilabel:`Online Confirmation`: Check the boxes next to " ":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to " "confirm their subscription order by signing or paying for the quotation. " "Enable both to leave the choice to the customer. Enable neither to only " "confirm the quotation in the backend." msgstr "" ":guilabel:`在线确认`：选中 :guilabel:`签名` 或 :guilabel:`付款` " "旁边的复选框，使客户能够通过签署或支付报价确认订阅订单。同时启用这两个选项，让客户自行选择。若两者都不启用，则只能在后台确认报价。" #: ../../content/applications/sales/subscriptions/plans.rst:32 msgid "" ":guilabel:`Confirmation Mail`: Select an :doc:`email template " "` for the confirmation email" " that is automatically sent to the customer after the quotation is " "confirmed. Leave this field blank to send nothing." msgstr "" ":guilabel:`确认邮件`：为确认报价后自动发送给客户的确认电子邮件选择 " ":doc:`电子邮件模板`。留空此字段表示不发送任何内容。" #: ../../content/applications/sales/subscriptions/plans.rst:37 msgid "" "To create a new email template, enter a name for the template, then click " ":guilabel:`Create and edit`." msgstr "要创建新的电子邮件模板，请输入模板名称，然后单击 :guilabel:`创建和编辑`。" #: ../../content/applications/sales/subscriptions/plans.rst:39 msgid "" "To edit an existing email template, select one from the drop-down menu, then" " click on the :guilabel:`Internal link` arrow at the end of the line." msgstr "要编辑现有电子邮件模板，请从下拉菜单中选择一个模板，然后点击行尾的 :guilabel:`内部链接` 箭头。" #: ../../content/applications/sales/subscriptions/plans.rst:42 msgid "" ":guilabel:`Recurrence`: Select the recurrence period used for the plan. The " "recurrence periods available here are the same ones that are configured in " ":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`." msgstr "" ":guilabel:`重复周期`：选择该计划使用的重复周期。此处可用的重复周期，与 :menuselection:`订阅 --> 配置 --> " "重复周期` 中配置的相同。" #: ../../content/applications/sales/subscriptions/plans.rst:46 msgid "" "Selecting a :guilabel:`Recurrence` turns the quotation template into a " "subscription plan and enables the following additional options:" msgstr "选择 :guilabel:`重复周期` 后，会将报价模板转换为订阅计划，并启用以下附加选项：" #: ../../content/applications/sales/subscriptions/plans.rst:49 msgid "" ":guilabel:`Duration`: Choose whether the subscription plan has no end date " "(:guilabel:`Forever`) or a :guilabel:`Fixed` duration." msgstr "" ":guilabel:`持续时间`：选择订阅计划有无结束日期。:guilabel:`永久` 表示没有期限 :guilabel:`固定` " "表示有特定持续时间。" #: ../../content/applications/sales/subscriptions/plans.rst:52 msgid "" "If the duration is :guilabel:`Forever`, then the subscription plan will " "continually renew until either the customer or the company manually ends the" " subscription." msgstr "如果持续时间为 :guilabel:`永久`，则订阅计划将持续更新，直到客户或公司手动终止订阅。" #: ../../content/applications/sales/subscriptions/plans.rst:54 msgid "" "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` " "date, which determines the amount of time after which the subscription will " "automatically end." msgstr "如果持续时间为 :guilabel:`Fixed`，则输入 :guilabel:`结束时限` 日期，该日期决定订阅自动结束的时间。" #: ../../content/applications/sales/subscriptions/plans.rst:57 msgid "" ":guilabel:`Self Closable`: Check this box to enable the customer to " "terminate their subscription from the :doc:`customer portal " "`." msgstr "" ":guilabel:`可自行关闭`：选中此框可使客户能够从 " ":doc:`客户门户网站`" " 自行终止订阅。" #: ../../content/applications/sales/subscriptions/plans.rst:60 msgid "" ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*" " subscriptions *past* the due date are automatically closed." msgstr ":guilabel:`自动关闭`：输入天数，在到期日之后*未付费*订阅将自动关闭。" #: ../../content/applications/sales/subscriptions/plans.rst:62 msgid "" ":guilabel:`Invoicing Journal`: Select the accounting journal in which " "invoices for this subscription plan are recorded. Leave this field blank to " "use the sales journal with the lowest sequence." msgstr ":guilabel:`发票日记账`：选择记录此订阅计划发票的会计日记账。留空此字段，表示使用顺序最低的销售日记账。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "选择了 “重复周期” 的订阅计划。" #: ../../content/applications/sales/subscriptions/plans.rst:70 msgid "" "In the :guilabel:`Lines` tab, create the order lines for the quotation. " "Click :guilabel:`Add a product`, select a product to include in the plan, " "and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add" " as many products as desired to the order lines." msgstr "" "在 :guilabel:`资料行` 选项卡中，创建报价单的订单行。点击 :guilabel:`添加产品`，选择要包含在计划中的产品，然后输入 " ":guilabel:`数量` 和 :guilabel:`计量单位`。根据需要在订单行中添加任意数量的产品。" #: ../../content/applications/sales/subscriptions/plans.rst:74 msgid "" "In the :guilabel:`Optional Products` tab, enter any optional products that " "the customer can add to their quotation before confirming the order." msgstr "在 :guilabel:`可选产品` 选项卡中，输入客户可在确认订单前添加到报价单中的任何可选产品。" #: ../../content/applications/sales/subscriptions/plans.rst:77 msgid "" "If the subscription plan has unique :doc:`terms and conditions " "`, add " "them in the :guilabel:`Terms & Conditions` tab. If terms conditions are " "specified on a plan, these will be used instead of the default terms and " "conditions set up in the *Sales* app settings." msgstr "" "如果订阅计划有唯一的 " ":doc:`条款和条件`，请在" " :guilabel:`条款和条件` 选项卡中添加。如果在计划中指定了条款条件，则将使用这些条款条件，而不是在 *销售* " "应用程序设置中设置的默认条款条件。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "订阅计划 “条款和条件” 选项卡。" #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "在报价中使用订阅计划" #: ../../content/applications/sales/subscriptions/plans.rst:89 msgid "" "Quotations for subscription products can be created in both the " "*Subscriptions* app and the *Sales* app." msgstr "订阅产品的报价单可在 *订阅* 应用程序和 *销售* 应用程序中创建。" #: ../../content/applications/sales/subscriptions/plans.rst:92 msgid "" "From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to " "create a new quotation. Then, select a subscription plan in the " ":guilabel:`Subscription Plan` field." msgstr "" "从 :guilabel:`订阅` 仪表板，点击 :guilabel:`新建` 创建新报价。然后，在 :guilabel:`订阅计划` " "字段中选择订阅计划。" #: ../../content/applications/sales/subscriptions/plans.rst:95 msgid "" "The :guilabel:`Recurrence`, products, and other information from the plan " "are automatically filled in. The quotation can then be modified further as " "needed." msgstr "计划中的 :guilabel:`重复周期`、产品和其他信息会自动填入。然后可以根据需要进一步修改报价。" #: ../../content/applications/sales/subscriptions/plans.rst:98 msgid "" "From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new " "quotation. Then, select a subscription plan in the :guilabel:`Quotation " "Template` field." msgstr "" "从 :guilabel:`销售` 仪表板，点击 :guilabel:`新建` 创建新报价。然后，在 :guilabel:`报价模板` " "字段中选择订阅计划。" #: ../../content/applications/sales/subscriptions/plans.rst:101 msgid "" "All subscription orders will appear on the :guilabel:`Subscriptions` " "dashboard regardless of whether they were created in the *Subscriptions* app" " or the *Sales* app." msgstr "所有订阅订单都将显示在 :guilabel:`订阅` 仪表板上，无论是在 *订阅* 应用程序还是 *销售* 应用程序中创建。" #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "订阅产品" #: ../../content/applications/sales/subscriptions/products.rst:5 msgid "" "By closely integrating with the Odoo *Sales* app, the *Subscriptions* app " "enables users to sell subscription products alongside regular sales " "products. While regular products are sold on a one-time basis, subscription " "products are sold on a renewing basis, generating recurring revenue." msgstr "" "通过与 Odoo *销售* 应用程序紧密整合，*订阅* " "应用程序使用户能够在销售常规产品的同时销售订阅产品。常规产品是一次性销售，而订阅产品则是续订销售，从而产生经常性收入。" #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "在 Odoo 中，订购产品也被称为 *经常性* 产品。" #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "配置重复周期" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." msgstr "要开始使用订阅产品前，必须根据需要正确配置 *重复周期*。" #: ../../content/applications/sales/subscriptions/products.rst:16 msgid "" "Recurrence periods are the time periods in which subscriptions renew. They " "designate how often the customer pays for (and receives) subscription " "products." msgstr "重复周期是订阅产品续订的时间段。此周期会决定客户支付和接收订阅产品的频率。" #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." msgstr "要配置重复周期，请访问 :menuselection:`订阅应用程序 --> 配置 --> 重复周期`。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "Odoo 订阅应用程序中的重复周期页面。" #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" msgstr "订阅*应用程序已经配置了一些基本的重复周期：" #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" msgstr ":guilabel:`每月`" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" msgstr ":guilabel:`每季`" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" msgstr ":guilabel:`每周`" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr ":guilabel:`2 周`" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" msgstr ":guilabel:`每年`" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" msgstr ":guilabel:`3 年`" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" msgstr ":guilabel:`5 年`" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." msgstr "可以随时添加和/或编辑新的重复周期。" #: ../../content/applications/sales/subscriptions/products.rst:38 msgid "" "To create a new recurrence period, click :guilabel:`New` on the " ":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence " "period form." msgstr "要创建新的重复周期，请在 :guilabel:`重复周期` 页面上点击:guilabel:`新建`。这样会显示一个空白的重复周期表格。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "Odoo 订阅应用程序中的重复周期表单。" #: ../../content/applications/sales/subscriptions/products.rst:45 msgid "" "Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the " "recurrence period, and select the :guilabel:`Unit` that defines the " "duration." msgstr "" "然后，输入重复周期的 :guilabel:`名称` 和 :guilabel:`持续时间`，并选择定义持续时间的 :guilabel:`单位`。" #: ../../content/applications/sales/subscriptions/products.rst:49 msgid "" "The unit :guilabel:`Days` *cannot* be used as a recurrence period on " "subscriptions. The daily recurrence is meant for rentals, and **cannot** be " "added on recurring subscription sales orders." msgstr "订阅的重复周期 **不可** 设置为 :guilabel:`天`。“每日” 重复周期只适用于租赁， **不可** 加入至定期订阅销售订单。" #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." msgstr "此限制是为了避免销售订单每日生成发票。" #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "产品表格配置" #: ../../content/applications/sales/subscriptions/products.rst:57 msgid "" "To create a new subscription product, navigate to " ":menuselection:`Subscriptions app --> Products --> Products`, and click " ":guilabel:`New`." msgstr "" "要创建新的订阅产品，请导航至 :menuselection:`订阅应用程序 --> 产品 --> 产品`，然后单击 :guilabel:`新建`。" #: ../../content/applications/sales/subscriptions/products.rst:60 msgid "" "Doing so reveals a blank product form, which can be configured and " "customized in a number of ways." msgstr "这样就会显示一个空白的产品表单，该表单可以通过多种方式进行配置和定制。" #: ../../content/applications/sales/subscriptions/products.rst:63 msgid "" "By default, the :guilabel:`Recurring` option is already enabled, prompting " "Odoo to recognize it as a subscription product. Be sure to leave the " ":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled." msgstr "" "默认情况下，:guilabel:`经常性` 选项已启用，提示 Odoo 将其识别为订阅产品。请确保启用 :guilabel:`经常性` 和 " ":guilabel:`可以出售` 选项。" #: ../../content/applications/sales/subscriptions/products.rst:67 msgid "" "The :guilabel:`Product Type` field is set to :guilabel:`Service` by default," " as well. However, subscription products *can* be set to other types, if " "needed." msgstr "默认情况下，:guilabel:`产品类型` 字段也设置为:guilabel:`服务`。不过，订阅产品 *可以* 根据需要设置为其他类型。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "Odoo 订阅应用程序中的基本订阅产品表单。" #: ../../content/applications/sales/subscriptions/products.rst:75 msgid "Time-based pricing" msgstr "按时间定价" #: ../../content/applications/sales/subscriptions/products.rst:77 msgid "" "Once the desired fields in the :guilabel:`General Information` tab have been" " entered, click the :guilabel:`Time-based pricing` tab on the product form." msgstr "输入 :guilabel:`一般信息` 选项卡中的所需字段后，点击产品表单上的 :guilabel:`按时间定价` 选项卡。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." msgstr "Odoo 订阅中订阅产品表单上的按时间定价选项卡。" #: ../../content/applications/sales/subscriptions/products.rst:84 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "在这里，点击 :guilabel:`新增价格`，开始定义经常性价格。" #: ../../content/applications/sales/subscriptions/products.rst:86 msgid "" "In the :guilabel:`Period` column, select a desired recurrence period. In the" " :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the " ":guilabel:`Price` column, enter the price for that recurrence period." msgstr "" "在 :guilabel:`周期` 栏中，选择所需的重复周期。在:guilabel:`价目表` 栏中，根据需要选择价格表。然后在 " ":guilabel:`价格` 栏中输入该重复周期的价格。" #: ../../content/applications/sales/subscriptions/products.rst:91 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." msgstr ":guilabel:`每日` 和 :guilabel:`每小时` 周期 **不能** 用于经常性产品。" #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "Odoo 订阅中显示的验证错误弹出窗口。" #: ../../content/applications/sales/subscriptions/products.rst:98 msgid "" "There is *no limit* to how many lines can be added to the :guilabel:`Time-" "based pricing` table." msgstr "在 :guilabel:`按时间定价` 表中，可以新增的行数 *没有限制*。" #: ../../content/applications/sales/subscriptions/products.rst:101 msgid "" "An existing product can be made into a subscription product, simply by " "marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based " "pricing` on the product form." msgstr "只需将现有产品标记为 :guilabel:`经常性`，并在产品表单中配置 :guilabel:`按时间定价`，即可将其制作成订阅产品。" #: ../../content/applications/sales/subscriptions/products.rst:107 msgid "" ":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with" " subscription products to give special pricing to customers included in " "pricelists." msgstr "" ":doc:`价目表 <.../sales/products_prices/prices/pricing>` " "可以与订阅产品一起使用，为包含在定价列表中的客户提供特别定价。" #: ../../content/applications/sales/subscriptions/products.rst:110 msgid "" "This can be configured either in the :guilabel:`Time-based pricing` tab of " "the product form, or on the pricelist form in the *Sales* application." msgstr "可以在产品表单的 :guilabel:`按时间定价` 选项卡中，或在 *销售* 应用程序的价目表表单中进行配置。" #: ../../content/applications/sales/subscriptions/products.rst:113 msgid "" "To create recurring price rules for specific pricelists in the " ":guilabel:`Time-based pricing` tab of the product form, select a pricelist " "in the :guilabel:`Pricelist` column." msgstr "" "要在产品表单的 :guilabel:`按时间定价` 选项卡中为特定价格表创建周期性价格规则，请在 :guilabel:`价目表` 列中选择价目表。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "产品表单 “按时间定价” 选项卡中的价目表。" #: ../../content/applications/sales/subscriptions/products.rst:120 msgid "" "When pricelists are added to the :guilabel:`Time-based pricing` tab, the " "pricelist form in the *Sales* app is automatically updated." msgstr "在 :guilabel:`按时间定价` 标签中添加价目表时，*销售* 应用程序中的价目表表单会自动更新。" #: ../../content/applications/sales/subscriptions/products.rst:123 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." msgstr "基于时间的定价规则也可直接在价目表表单上配置。" #: ../../content/applications/sales/subscriptions/products.rst:125 msgid "" "To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, " "and select a pricelist (or click :guilabel:`New` to create a new pricelist)." msgstr "" "要执行此操作，前往 :menuselection:`销售应用程序 --> 产品 --> 价目表`，选择一个价目表（或点击 :guilabel:`新建` " "创建一个新的价目表）。" #: ../../content/applications/sales/subscriptions/products.rst:129 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." msgstr "价目表也可通过 Odoo *订阅* 应用程序按照相同的菜单步骤进行访问。" #: ../../content/applications/sales/subscriptions/products.rst:132 msgid "" "Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, " "click :guilabel:`Add a line`." msgstr "然后，在价目表表单的 :guilabel:`基于时间的规则` 选项卡下，点击 :guilabel:`添加行`。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "Odoo 销售中价格表表单上的基于时间的规则选项卡。" #: ../../content/applications/sales/subscriptions/products.rst:139 msgid "" "Then, select a subscription product in the :guilabel:`Products` column, and " "select a recurrence period in the :guilabel:`Period` column. Lastly, enter a" " :guilabel:`Price` for that particular product and period. Add as many lines" " as needed." msgstr "" "然后，在:guilabel:`产品` 栏中选择订阅产品，在 :guilabel:`周期` 栏中选择重复周期。最后，输入特定产品和周期的 " ":guilabel:`价格`。根据需要添加行数。" #: ../../content/applications/sales/subscriptions/products.rst:143 msgid "" "When :guilabel:`Time-based rules` are added to the pricelist form, the " ":guilabel:`Time-based pricing` tab of the product form is automatically " "updated." msgstr "当 :guilabel:`基于时间的规则` 被添加到价格表表单时，产品表单的 :guilabel:`按时间定价` 标签会自动更新。" #: ../../content/applications/sales/subscriptions/products.rst:147 msgid ":doc:`ecommerce`" msgstr ":doc:`电子商务`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew a subscription" msgstr "续订" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" "The key feature of a subscription business model is the recurring nature of " "payments. In this model, customers pay a recurring amount in exchange for " "access to a product or a service." msgstr "订阅业务模式的关键特征是支付的重复性。在这种模式中，客户支付一笔经常性金额，以换取对产品或服务的访问。" #: ../../content/applications/sales/subscriptions/renewals.rst:14 msgid "" "Each subscriber experiences this renewal process monthly, annually, or " "sometimes more, depending on the duration of the contract. Most subscription" " companies choose to automate their renewal processes but, in some cases, " "manual subscription renewals are still the preferred option." msgstr "根据合同期限，每个订阅者每月、每年或有时更多地经历此续订过程。大多数订阅公司选择自动更新流程，但在某些情况下，手动更新订阅仍然是首选。" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" "With **Odoo Subscriptions**, you can have all your subscriptions in one " "application, suggest an automatic subscription renewal to your customers (as" " well as a manual one) and, finally, filter all your subscriptions and " "easily find those to renew (with the help of the tag *To renew*)." msgstr "" "使** Odoo订** " "，您可以在一个应用程序中拥有所有订阅，向客户建议自动订阅续订（以及手动续订），最后，过滤所有订阅，轻松找到要续订的订阅（借助标记*to renew*）。" #: ../../content/applications/sales/subscriptions/renewals.rst:23 msgid "Renew your first subscription" msgstr "续订您的首次订阅" #: ../../content/applications/sales/subscriptions/renewals.rst:25 msgid "" "Before renewing a subscription, be sure to check out our documentation on " "how to :doc:`Create a quotation <../subscriptions>` using subscription " "products. Indeed, once confirmed, a quotation becomes a sales order and a " "new subscription is automatically created. Therefore, this subscription has " "the status *In progress*. From there, you have the possibility to renew the " "subscription. In the Other Info tab, underneath the To Renew section, you " "can activate the *To renew* option. When activated, a yellow tag " "automatically appears in the upper right corner of the subscription." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renew your subscription with Odoo Subscriptions" msgstr "续订Odoo订阅" #: ../../content/applications/sales/subscriptions/renewals.rst:38 msgid "" "The *To renew* tag is automatically ticked when a payment fails. This " "indicator also appears on the customer portal. To visualize that, you just " "have to click on the *Customer preview* button. The tag *To renew* appears " "on the top right corner." msgstr "付款失败时，自动勾选*续订*标签。此指示器也显示在客户门户上。要将其可视化，只需单击“客户预览”按钮。要续订的标签*出现在右上角。" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Customer preview of a renewal with Odoo Subscriptions" msgstr "Odoo订阅续订客户预览" #: ../../content/applications/sales/subscriptions/renewals.rst:46 msgid "" "When a subscription needs to be renewed, you have the possibility to use a " "new button called *Renewal quotation*. By clicking on it, a new quotation is" " created. From there, start a basic sales flow allowing you to send the " "quotation by email to your customers or to confirm it. It is better to first" " *Send by email* the quotation to your customers in order to have their " "confirmation and, then, *Confirm* it in **Odoo Sales**." msgstr "" "当需要续订时，您可以使用名为“续订报价”的新按钮。点击它，创建一个新的报价单。从那里开始，开始一个基本的销售流程，允许您通过电子邮件将报价发送给客户或进行确认。最好先*通过电子邮件*将报价发送给客户，以获得他们的确认，然后**" " Odoo 销售 ***确认*。" #: ../../content/applications/sales/subscriptions/renewals.rst:53 msgid "" "In the Chatter of this new quotation, it is mentioned that \"This renewal " "order has been created from the previous subscription\". Once confirmed by " "your customers, this quotation becomes a sales order and a new sale is " "mentioned in the upper right corner of the subscription." msgstr "" "在这个新报价的聊天中，提到“这个续订订单是从以前的订阅中创建的”。一旦您的客户确认，此报价将成为销售订单，并且在订阅的右上角会提到新的销售。" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Renew a quotation with Odoo Subscriptions" msgstr "Odoo订阅续订报价" #: ../../content/applications/sales/subscriptions/renewals.rst:61 msgid "" "By clicking on the *Sales* button, you have a summary of your sales orders " "in a list view. The only difference between your two quotations is the " "description underneath the *Subscription Management* category. There, you " "can easily visualize which one is your renewal." msgstr "" "单击*销售*按钮，您可以在列表视图中看到销售订单的摘要。您的两个报价之间的唯一区别是“订阅管理”类别下的描述。在那里，你可以很容易地想象哪一个是你的更新。" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Renewal as Subscription Management form in Odoo Subscriptions" msgstr "Odoo订阅续订的订阅管理表" #: ../../content/applications/sales/subscriptions/renewals.rst:70 msgid "Visualize your subscriptions to renew" msgstr "可视化订阅以续订" #: ../../content/applications/sales/subscriptions/renewals.rst:72 msgid "" "Finally, if you want to visualize all your subscriptions and easily find " "those to renew, you can go to your *Subscriptions dashboard* and use the " "filter *To renew*." msgstr "最后，如果您想可视化所有订阅并轻松找到要续订的订阅，可以转到“订阅”仪表板*并使用过滤器*续订*。" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "" "List view of all subscriptions and use of the filter to renew in Odoo " "Subscriptions" msgstr "订阅列表和使用Odoo订阅续订筛选器的视图" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" msgstr "报告" #: ../../content/applications/sales/subscriptions/reports.rst:5 msgid "" "As we know, understanding how our business is going, and where it is going, " "is key to success. And particularly so when we offer subscription services " "or products." msgstr "正如我们所知，了解我们的业务如何发展以及发展方向是成功的关键。尤其是当我们提供订阅服务或产品时。" #: ../../content/applications/sales/subscriptions/reports.rst:8 msgid "" "Before getting to the heart of the matter, it is very important to recall " "certain essential concepts to the proper understanding of the following " "reports:" msgstr "在深入问题的核心之前，回顾某些基本概念以正确理解以下报告非常重要：" #: ../../content/applications/sales/subscriptions/reports.rst:11 msgid "" "**Monthly Recurring Revenue (MRR)**: MRR is arguably the most important " "metric for subscription businesses. It shows the monthly revenue earned with" " subscription-based products or services. It is a consistent number used to " "track all recurring revenue over time, in monthly increments." msgstr "" " " "**度经常性收入（MRR）**：MRR可以说是订阅业务最重要的指标。它显示了基于订阅的产品或服务的月度收入。它是一个一致的数字，用于跟踪一段时间内的所有经常性收入，按月递增。" #: ../../content/applications/sales/subscriptions/reports.rst:15 msgid "" "**Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based " "on the current MRR, to estimate the coming year's performance. However, this" " estimation does not take variations and growth into account." msgstr "**年度运行率（ARR）**：ARR是MRR的年度版本，基于当前MRR，用于估计来年的性能。然而，该估计未考虑变化和增长。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Difference between MRR and ARR in Odoo Subscriptions" msgstr "Odoo订阅中MRR和ARR的差别" #: ../../content/applications/sales/subscriptions/reports.rst:23 msgid "" "**Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything" " else than subscription-based products or services. This includes gains of a" " rare or unique nature that are unlikely to occur in the ordinary course of " "businesses." msgstr "" " **经常性收入（NRR）**：NRR显示除基于订阅的产品或服务之外的所有产品的收入。这包括在正常业务过程中不太可能发生的罕见或独特性质的收益。" #: ../../content/applications/sales/subscriptions/reports.rst:27 msgid "" "**Customer Retention**: Practices to engage existing customers to continue " "buying products or services from your business. Customer retention can be a " "challenge, because you must prove you are worthy of your customers' trust." msgstr "**客户保留**：吸引现有客户继续从您的企业购买产品或服务的做法。留住客户可能是一个挑战，因为你必须证明自己值得客户的信任。" #: ../../content/applications/sales/subscriptions/reports.rst:31 msgid "" "**Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the " "churn rate can be defined, in this case, as the percentage of subscribers " "who discontinued their subscriptions within a given time period. We can " "distinguish two types of Churn:" msgstr "" " **失** ：也称为流失率或客户流失率，在这种情况下，流失率可以定义为在给定时间段内停止订阅的订阅者的百分比。我们可以区分两种类型的客户流失：" #: ../../content/applications/sales/subscriptions/reports.rst:35 msgid "**Logo Churn**: It corresponds to the subscription cancellation rate." msgstr "**Logo 流** ：对应订阅取消率。" #: ../../content/applications/sales/subscriptions/reports.rst:37 msgid "" "**Revenue Churn**: It corresponds to the monthly recurring revenue loss " "rate." msgstr " **入流** ：对应每月经常性收入损失率。" #: ../../content/applications/sales/subscriptions/reports.rst:40 msgid "Let's imagine a 2$ increase in a subscription service." msgstr "让我们想象一下订阅服务增加2美元。" #: ../../content/applications/sales/subscriptions/reports.rst:42 msgid "" "We lost 3 customers out of the initial 20, which generates a **Logo Churn** " "of 15%." msgstr "在最初的20个客户中，我们失去了3个客户，这导致了15%的 **标流** 。" #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "" "Therefore, the 56$ of MRR difference out of the initial 600$ causes a " "**Revenue Churn**" msgstr "因此，最初600美元的MRR差异中的56美元会导致 **入流** " #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "of 9,33%." msgstr "属于 9,33%." #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "Difference between logo churn and revenue churn in Odoo Subscriptions" msgstr "Odoo订阅中标志流失和收入流失的区别" #: ../../content/applications/sales/subscriptions/reports.rst:50 msgid "" "Reminder: even though they seem to evolve in the same direction most of the " "time, it might not be the case all the time." msgstr "提醒：尽管它们大多数时候似乎朝着同一个方向发展，但可能并非总是如此。" #: ../../content/applications/sales/subscriptions/reports.rst:53 msgid "" "**Customer Lifetime Value (CLV)**: Indicates how much revenue can be " "expected for a customer during his/her entire contract. This approach " "emphasizes the importance of customer retention, shifting our focus from a " "quarterly or yearly approach to a long-term one." msgstr "" " **户终身价值（CLV）**：表示客户在其整个合同期间的预期收入。这种方法强调了保留客户的重要性，将我们的重点从季度或年度方法转移到了长期方法。" #: ../../content/applications/sales/subscriptions/reports.rst:57 msgid "" "Check out the different kinds of reports you can access from the **Odoo " "Subscriptions** application." msgstr "查看您可以** Odoo订阅 **用程序访问的各种报告。" #: ../../content/applications/sales/subscriptions/reports.rst:61 msgid "Subscriptions analysis report" msgstr "订阅分析报告" #: ../../content/applications/sales/subscriptions/reports.rst:63 msgid "" "Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From " "there, you can change the *Measures*. By default, Odoo uses the *Monthly " "Recurring Revenue*. In addition to that, you can choose *Quantity*, " "*Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example," " *Quantity* is added. This way, you can review both of these measures at the" " same time. You can even *Group By Start Date* and, more precisely, by " "*Week*, to get a clear view of your report." msgstr "" "转到：菜单选择：`订阅-->报告-->订阅`。从那里，您可以更改*度量值*。默认情况下，奥多使用*每月经常性收入*。除此之外，您可以选择*数量*、*经常性价格*、*年度经常性收入*和*计数*。在本例中，添加了*数量*。这样，您可以同时查看这两个度量值。你甚至可以*按开始日期*分组，更准确地说，按*周*分组，以清楚地了解你的报告。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Subscriptions analysis report in Odoo Subscriptions" msgstr "Odoo订阅中的订阅分析报告" #: ../../content/applications/sales/subscriptions/reports.rst:74 msgid "Retention analysis report" msgstr "保留分析报告" #: ../../content/applications/sales/subscriptions/reports.rst:76 msgid "" "Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The " "default measure applied is *Count*, but you can change to the appropriate " "one for you. For the example below, *Monthly Recurring Revenue* was chosen, " "and the *Month* periodicity remains intact. By using these criteria, you can" " see the progression of the retention from its start." msgstr "" "转到：菜单选择：`订阅-->报告-->保留`。应用的默认度量值为*总数*，但您可以更改为适合自己的度量值。在下面的例子中，选择了*月经常性收入*，并且*月*周期保持不变。通过使用这些标准，您可以从一开始就看到保留的进展。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Retention analysis report in Odoo Subscriptions" msgstr "Odoo订阅中的保留分析报告" #: ../../content/applications/sales/subscriptions/reports.rst:86 msgid "Revenue KPIs report" msgstr "收入KPI报告" #: ../../content/applications/sales/subscriptions/reports.rst:88 msgid "" "Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From " "there, you can check different KPIs: *Monthly Recurring Revenue*, *Net " "Revenue*, *Non-Recurring Revenue*, *Revenue per Subscription*, *Annual Run-" "Rate*, *Lifetime Value*, and more. You can also filter this information on " "subscriptions, companies, and sales teams. This is useful if you are looking" " for specific information." msgstr "" "转到：菜单选择：`订阅-->报告-->收入KPI`。从那里，您可以检查不同的KPI：*每月经常性收入*、*净收入*、*非经常性收入*、*每次订阅的收入*、" " **运行率*、*终身价值*，等等。您还可以筛选有关订阅、公司和销售团队的此信息。如果您要查找特定信息，这很有用。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Revenue KPIs report in Odoo Subscriptions" msgstr "Odoo订阅中的收入KPI报告" #: ../../content/applications/sales/subscriptions/reports.rst:98 msgid "" "The example below shows the *Monthly Recurring Revenue* detailed report. At " "the moment, there is no data, which is the typical scenario for a new " "business. But, as your company grows over the months, these graphs get " "populated with more and more data. Once again, you can filter these specific" " KPIs on subscriptions, companies, and sales teams." msgstr "" "下面的示例显示了*月度经常性收入*详细报告。目前，没有数据，这是新业务的典型场景。但是，随着您的公司数月来的增长，这些图表中填充了越来越多的数据。同样，您可以筛选订阅、公司和销售团队的这些特定KPI。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Detailed MRR report in Odoo Subscriptions" msgstr "Odoo订阅中的详细MRR报告" #: ../../content/applications/sales/subscriptions/reports.rst:108 msgid "Salesperson dashboard report" msgstr "销售人员仪表板报告" #: ../../content/applications/sales/subscriptions/reports.rst:110 msgid "" "Go to :menuselection:`Subscriptions --> Reporting --> Salesperson " "Dashboard`. This page gives you a summary of your *Monthly Recurring " "Revenue*, *Non-Recurring Revenue*, *Subscription modifications*, and *Non-" "Recurring Invoices* for each of your salespeople. You can choose the period " "you want to apply and the salesperson you want to analyze." msgstr "" "转到：菜单选择：`订阅-->报告-->销售人员仪表板`。本页为您提供每个销售人员的*每月经常性收入*、*非经常性收入*、*订阅修改*和*非经常性开票*的摘要。你可以选择你想要申请的时期和你想要分析的销售人员。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "Odoo订阅中的销售人员仪表板报告" #: ../../content/applications/sales/subscriptions/upselling.rst:3 msgid "Upsell a subscription" msgstr "追加销售订阅" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" "Subscriptions are recurrent and go on indefinitely. As time passes by, our " "customers may want to modify them. We must then be able to adapt the prices " "or change the products’ quantities to accommodate their needs. Two " "situations can happen:" msgstr "" "订阅是经常性的，并且无限期地持续下去。随着时间的推移，我们的客户可能希望修改它们。然后，我们必须能够调整价格或改变产品的数量，以满足其需求。可能发生两种情况：" #: ../../content/applications/sales/subscriptions/upselling.rst:9 msgid "" "**Loyal customers:** This kind of customers already trust you as a brand. " "Therefore, you are confident regarding what you offer since they keep paying" " for your products and services. Consequently, it is easier to sell them " "something additional than it would be to a new customer." msgstr "" " " "**诚的客户：*这种客户已经信任你作为一个品牌。因此，你对你提供的产品和服务充满信心，因为他们一直在为你的产品与服务付费。因此，向他们销售额外的东西比向新客户销售更容易。" #: ../../content/applications/sales/subscriptions/upselling.rst:14 msgid "" "**New customers:** For this kind of customers, you have to come with " "something new, something attractive. What about discounts? Typically, every " "subscription ends after a certain given time. Making these types of offers " "for new customers strengthens your relationships with them and also " "increases their retention." msgstr "" " " "**客户：*对于这类客户，你必须提供一些新的、有吸引力的东西。折扣呢？通常，每个订阅在特定时间后结束。为新客户提供这些类型的服务可以加强您与他们的关系，并提高他们的忠诚度。" #: ../../content/applications/sales/subscriptions/upselling.rst:27 msgid "" "As previously explained, to upsell a subscription to new customers, it is " "recommended to offer *Discounts*. To activate this option, go to " ":menuselection:`Sales --> Configuration --> Settings` and, under the " "*Pricing* category, you have the possibility to grant discounts on sales " "order lines." msgstr "" "如前所述，要向新客户追加订购，建议提供*折扣*。要激活此选项，请转至：菜单选择：`销售-->配置-->设置`，在*定价*类别下，您可以对销售订单行授予折扣。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Activation of the discount option in Odoo Sales" msgstr "在Odoo销售中激活折扣选项" #: ../../content/applications/sales/subscriptions/upselling.rst:36 msgid "Upsell your first subscription" msgstr "追加销售您的第一个订阅" #: ../../content/applications/sales/subscriptions/upselling.rst:38 msgid "" "Before upselling a subscription, be sure to check out our documentation on " "how to :doc:`Create a quotation <../subscriptions>` using subscription " "products. Indeed, once confirmed, a quotation becomes a sales order and a " "new subscription is automatically created. Therefore, this subscription has " "the status *In progress*. From there, you have the possibility to upsell " "your subscription." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Upsell your subscription with Odoo Subscriptions" msgstr "升级Odoo订阅" #: ../../content/applications/sales/subscriptions/upselling.rst:48 msgid "" "By using the smart button *Upsell*, you are able to create a new quotation " "with new subscription products and send it to your customers for approval." msgstr "通过使用智能按钮*追加销售*，您可以使用新的订阅产品创建新报价，并将其发送给客户供其批准。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "Add products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "通过Odoo订阅中的追加销售选项，将产品添至您的订阅" #: ../../content/applications/sales/subscriptions/upselling.rst:56 msgid "" "When the quotation is confirmed by your customers, the products are added to" " the initial subscription. Quotation prices are, then, prorated to the " "remaining time of the current invoicing period." msgstr "当客户确认报价后，产品将添加到初始订阅中。然后，报价按当前开票期间的剩余时间按比例计算。" #: ../../content/applications/sales/subscriptions/upselling.rst:60 msgid "" "Of course, before sending this new quotation to your customers, you can " "change the unit price, taxes, and, even the discount you want to offer. The " "smart button *Customer preview* is useful for mimicking the customer's " "reaction. In this case, we can confidently say that the customer will *Sign " "and pay* this new quotation. When it is done, you have to go back in edit " "mode, confirm the quotation, and click on the smart button *Subscriptions* " "to visualize all updates. From there, you can see that an additional line " "has been added to the subscription with the new extra service the customer " "wanted to purchase." msgstr "" "当然，在将此新报价发送给客户之前，您可以更改单价、税费，甚至希望提供的折扣。智能按钮*客户预览*用于模拟客户的反应。在这种情况下，我们可以自信地说，客户将*签署并支付*这一新报价。完成后，您必须返回编辑模式，确认报价，然后单击智能按钮*订阅*以可视化所有更新。从那里，您可以看到，客户想要购买的新额外服务已添加到订阅中。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Visualize all your subscriptions updates with Odoo Subscriptions" msgstr "使用Odoo订阅可视化您的所有订阅更新" #: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" "In addition, by clicking on the *Sales* button, you have a summary of your " "sales orders in a list view." msgstr "此外，单击*销售*按钮，您可以在列表视图中获得销售订单的摘要。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "List view of all sales orders created for a subscription" msgstr "为订阅创建的所有销售订单的列表视图" #: ../../content/applications/sales/subscriptions/upselling.rst:79 msgid "" "The only difference between your two sales orders is the description " "underneath the *Subscription Management* category. There, you can easily " "visualize which one is your upselling." msgstr "您的两个销售订单之间的唯一区别是*订阅管理*类别下的描述。在那里，你可以很容易地想象哪一个是你的追加销售。"