# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Martin Trigaux, 2023 # 敬雲 林 , 2023 # Wil Odoo, 2024 # Tony Ng, 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: Tony Ng, 2024\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: zh_TW\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "銷售" #: ../../content/applications/sales/crm.rst:8 msgid "CRM" msgstr "客戶關係管理" #: ../../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 客戶關係** " "應用程式協助你整理及組織銷售活動：包括追蹤潛在客戶、將銷售機會達致成交，並獲得準確的預測數據。利用「管道」管理，保持各個銷售機會井井有條，管理不同日常活動，包括會議及跟進行動。" #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "`Odoo 教學：客戶關係 `_" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "將潛在客戶轉換為銷售機會" #: ../../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 "*潛在客戶* 是正式建立銷售機會前，評定資格的步驟。此工序會在分配潛在銷售機會予銷售人員之前，提供一點額外的時間。" #: ../../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 "" "要啟動 *潛在客戶* 設定，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 設定` 並選取 " ":guilabel:`潛在客戶` 勾選方格。然後，按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads setting on CRM configuration page." msgstr "客戶關係應用程式配置頁面上的潛在客戶設定。" #: ../../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 "啟動此功能會在畫面頂部的頁首選單列中，新增一個新選單 :guilabel:`潛在客戶`。" #: ../../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 "客戶關係應用程式上的潛在客戶選單。" #: ../../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 "" "啟動 *潛在客戶* 設定後，它預設會適用於所有銷售團隊。若要為特定團隊關閉潛在客戶功能，請前往 :menuselection:`客戶關係應用程式 -->" " 設定 --> 銷售團隊`。然後，從清單中選擇一個團隊以開啟其記錄，並取消選取 :guilabel:`潛在客戶` 勾選方格。完成後，按一下 " ":guilabel:`儲存`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "將潛在客戶轉換為銷售機會" #: ../../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 "" "要將潛在客戶轉換為 *銷售機會*，請前往 :menuselection:`客戶關係應用程式 --> 潛在客戶`，然後從清單中按一下 " ":guilabel:`潛在客戶` 開啟它。" #: ../../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 "在畫面左上角，按一下 :guilabel:`轉換為銷售機會` 按鈕。系統會開啟 :guilabel:`轉換為銷售機會` 彈出視窗。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity button on a lead record." msgstr "潛在客戶記錄上的「建立銷售機會」按鈕。" #: ../../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 :guilabel:`轉換為銷售機會` 彈出視窗的 :guilabel:`轉換動作` 欄位中，選擇 :guilabel:`轉換為銷售機會` 選項。" #: ../../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 "" "如果資料庫中已存在該客戶的潛在客戶或銷售機會資料，Odoo " "會自動建議合併這兩個潛在客戶/銷售機會。有關合併潛在客戶及銷售機會的更多資訊，請參閱下方有關如何 :ref:`合併潛在客戶 " "` 的部份。" #: ../../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 "然後，為銷售機會選擇應該分配的 :guilabel:`銷售人員` 及 :guilabel:`銷售團隊`。" #: ../../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 "如果潛在客戶已指派給銷售人員或團隊，這些欄位會自動填入該些資訊。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity pop-up." msgstr "建立銷售機會彈出視窗。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 msgid "" "Under the :guilabel:`Customer` heading, choose from the following options:" msgstr "在 :guilabel:`客戶` 標題下，可選擇以下其中一個選項：" #: ../../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:`建立新客戶`：選擇此選項以使用潛在客戶內的資訊，建立新客戶。" #: ../../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:`連結至現有客戶`：選擇此選項，然後在出現的下拉式選單中選擇一個客戶，以將此銷售機會連結至現有客戶記錄。" #: ../../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:`不連結至客戶`：選擇此選項可將潛在客戶轉換，但不連結至新客戶或現有客戶。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 msgid "" "Lastly, when all configurations are complete, click :guilabel:`Create " "Opportunity`." msgstr "最後，完成所有配置後，按一下 :guilabel:`建立銷售機會`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 msgid "Merge leads and opportunities" msgstr "合併潛在客戶及銷售機會" #: ../../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 透過比較相關聯絡人的電郵地址，自動偵測類似的潛在客戶及銷售機會。如果找到類似的潛在客戶/銷售機會，會顯示一個 " ":guilabel:`相似潛在客戶` 智能按鈕，位置在潛在客戶/銷售機會記錄的頂部。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Similar leads smart button." msgstr "「相似潛在客戶」智能按鈕。" #: ../../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 "" "要比較類似的潛在客戶/銷售機會的詳細資料，請按一下 :guilabel:`相似潛在客戶` " "按鈕。系統會開啟一個看板檢視畫面，只顯示相似的潛在客戶/銷售機會。按下每張卡可查看個別潛在客戶/銷售機會的詳細資料，從而確認是否應合併它們。" #: ../../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 "" "合併時，Odoo " "會優先考慮系統中較早建立的潛在客戶/銷售機會，將適用資料合併至最先建立的潛在客戶/銷售機會記錄。不過，如果是將一個潛在客戶與一個銷售機會合併，產生的記錄類型將會是銷售機會，不論哪一項記錄較早建立。" #: ../../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 "" "確認要合併潛在客戶/銷售機會後，請使用導航麵包屑，返回看板檢視模式，或按一下 :guilabel:`相似潛在客戶` 智能按鈕。按一下 " ":guilabel:`☰ （三條橫線）` 圖示，以轉為列表檢視模式。" #: ../../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 "" "在頁面左側，選取要合併的潛在客戶/銷售機會的勾選方格。然後，按一下頁面頂部的 :guilabel:`動作 ⚙️ （齒輪）` " "圖示，以顯示下拉式選單。在該下拉式選單中，選擇 :guilabel:`合併` 選項，以合併全部所選銷售機會（或潛在客戶）。" #: ../../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 "" "從 :guilabel:`動作 ⚙️ （齒輪）` 下拉式選單選擇 :guilabel:`合併` 時，會顯示一個 :guilabel:`合併` " "彈出視窗。在該彈出視窗中，決定你想 :guilabel:`將銷售機會分配予` 的 :guilabel:`銷售人員` 及/或 " ":guilabel:`銷售團隊`。" #: ../../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 "" "在該些欄位下方，會列出需要合併的潛在客戶/銷售機會，以及其相關資訊。要合併已選取的潛在客戶/銷售機會，請按一下 :guilabel:`合併`。" #: ../../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 "合併銷售機會時，你不會遺失任何資訊。原本來自其他銷售機會的數據/資料，會在資訊欄位及聊天視窗中記錄，以供參考。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Merge option from action menu in list view." msgstr "列表檢視畫面中，動作選單的合併選項。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" msgstr "產生潛在客戶/銷售機會" #: ../../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 "" "要為生意創造新的潛在客戶或銷售機會，其中兩種關鍵方法是透過電郵別名，以及網站聯絡表單。每當有人向銷售團隊的電郵別名發送訊息，或在你的網站上填寫聯絡表單時，Odoo" " 就會自動在你的客戶關係資料庫中，建立一名潛在客戶。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10 msgid "Configure email aliases" msgstr "配置電郵別名" #: ../../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 "" "每個銷售團隊都可以使用自己的獨特電郵別名，去產生潛在客戶/銷售機會。任何發送至銷售團隊電郵別名的電子郵件，都會自動為該特定團隊建立潛在客戶（前提是已在客戶關係應用程式的設定中，啟動了潛在客戶功能），或在團隊的管道中建立一個銷售機會。你可前往" " :menuselection:`客戶關係應用程式 --> 配置 --> 銷售團隊`，在個別銷售團隊的配置頁面上，為團隊配置自訂電郵別名。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Configuring Sales Teams" msgstr "配置銷售團隊" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23 msgid "Use Contact Forms on your website" msgstr "在你的網站上使用聯絡表單" #: ../../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 "" "預設情況下，你網站的 *聯絡我們* 頁面會顯示 Odoo " "預設的即開即用聯絡表單。每當有網站訪客提交此表單時，系統會自動在你的資料庫中產生潛在客戶或銷售機會。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Default Contact Us page" msgstr "預設的「聯絡我們」頁面" #: ../../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 "你可隨時啟用或停用這份聯絡表單。請前往 :menuselection:`網站 --> 前往網站 --> 自訂 --> 聯絡表單` 作設定。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form toggle" msgstr "聯絡表單切換" #: ../../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 "" "如果停用表單， *聯絡我們* 頁面會只顯示一個按鈕，按下會直接向你的公司發送電子郵件。以這種方式發送的所有電子郵件，都會產生潛在客戶/銷售機會。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Us Page using email" msgstr "「聯絡我們」頁面運用電子郵件" #: ../../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 "" "你可設定將聯絡表單建立的潛在客戶/銷售機會，自動指派給哪個銷售團隊或銷售人員。請前往 :menuselection:`網站 --> 配置 --> 設定 " "--> 通訊` 作設定。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form settings" msgstr "聯絡表單設定" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55 msgid "Customize Contact Forms" msgstr "自訂聯絡表單" #: ../../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 "利用免費的 *表單構建工具* 模組，可根據你團隊需要的特定資訊，自訂聯絡表單。" #: ../../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 "使用網站製作工具將表單元素新增至網頁時， *表單構建工具* 模組就會自動安裝。你亦可以從 :guilabel:`應用程式` 頁面手動安裝。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Form Builder building blocks" msgstr "表單構建工具的內容方塊" #: ../../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 "" "表單可由零開始設計及建立，以配合不同用途。不過，Odoo 預設的 *聯絡我們* " "頁面是為滿足大多數使用者的需求而設計；建議你可從預設表單開始，以它作為基礎再修改。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73 msgid "Edit Contact Form fields" msgstr "編輯聯絡表單欄位" #: ../../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 "在網站的編輯模式下，按一下任何欄位即可開始編輯。你可為聯絡表單的每個欄位，編輯以下資訊：" #: ../../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:`類型`：選擇一個自訂欄位選項，或選用現有欄位。例如：電話號碼、檔案上載、語言等。" #: ../../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:`輸入類型`：確定客戶應該輸入的記項的類型。可用選項包括：文字、電郵地址、電話，以及網址。" #: ../../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:`輸入位置佔位符`：輸入一個例子，指導使用者如何輸入比較着重格式的資料，例如電話號碼、電郵地址等。" #: ../../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:`標籤名稱`：輸入顯示的標籤名稱，以向使用者顯示需要提供哪些資訊。" #: ../../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:`標籤位置`：選擇標籤應如何與表單其餘內容對齊。標籤可以隱藏、置於欄位上方、欄位最左側，或向右調整至靠近欄位。" #: ../../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:`必填項目`：對於絕對需要輸入的資訊，可選用此選項。" #: ../../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:`隱藏`：選用此選項後，會隱藏欄位但不刪除它。" #: ../../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:`流動裝置顯示`：選用此選項，會向使用流動裝置的使用者顯示該欄位。" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Editable field options" msgstr "可編輯欄位選項" #: ../../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 "" "預設情況下，網站訪客提交表單後，系統會向你發送一封電子郵件，內有客戶所輸入的資訊。若想將它設為自動產生潛在客戶/銷售機會，請編輯表單，選擇 " ":guilabel:`建立銷售機會` 作為動作。" #: ../../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 "" "如果在客戶關係設定中，已啟動潛在客戶功能，選擇 :guilabel:`建立銷售機會` " "時會產生潛在客戶。想了解有關在客戶關係設定中啟動潛在客戶功能的更多資訊，請參閱 :doc:`convert`。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "潛在客戶挖掘" #: ../../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 "" "Odoo 的「潛在客戶挖掘」功能，讓使用客戶關係應用程式的使用者，直接在自己的 Odoo " "資料庫中，產生新的潛在客戶。為確保潛在客戶符合所需資格，潛在客戶挖掘的結果會經過各種篩選準則決定，例如國家/地區、公司規模、行業等。" #: ../../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 "" "要開始使用此功能，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 設定` ，然後啟動 " ":guilabel:`潛在客戶挖掘`。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "在 Odoo 客戶關係應用程式的設定中，啟動潛在客戶挖掘。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 msgid "Generate leads" msgstr "產生潛在客戶" #: ../../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 "" "啟動 :guilabel:`潛在客戶挖掘` 功能後，:guilabel:`客戶關係應用程式` 管道中會有一個稱為 :guilabel:`產生潛在客戶` " "的新按鈕可供使用。潛在客戶挖掘請求亦可透過 :menuselection:`客戶關係應用程式 --> 配置 --> 潛在客戶挖掘請求`，或 " ":menuselection:`客戶關係應用程式 --> 潛在客戶 --> 潛在客戶` 使用。在後者中，也可使用 :guilabel:`產生潛在客戶` " "按鈕。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The Generate Leads button to use the lead mining feature." msgstr "「產生潛在客戶」按鈕，按下可使用潛在客戶挖掘功能。" #: ../../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 "按下 :guilabel:`產生潛在客戶` 按鈕後，會顯示一個視窗，提供生成潛在客戶可用的各種準則。" #: ../../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 "顯示選擇準則的彈出視窗，用於在 Odoo 中產生潛在客戶。" #: ../../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 "" "你可選擇基於 :guilabel:`公司` 產生潛在客戶，以只獲取公司資料，或選擇 :guilabel:`公司及其聯絡人` " "以獲取公司資訊及個人員工的聯絡資訊。若將目標設為 :guilabel:`公司及其聯絡人` 時，可選擇根據 :guilabel:`角色`（職能）或 " ":guilabel:`資歷` 篩選聯絡人。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "Additional filtering options include:" msgstr "其他篩選選項包括：" #: ../../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 ":guilabel:`規模`：根據公司員工人數，篩選潛在客戶" #: ../../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 ":guilabel:`國家/地區`：根據潛在客戶所在的國家/地區（或多個國家/地區）篩選潛在客戶" #: ../../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 ":guilabel:`州/省`：根據潛在客戶所在的州/省/縣/區（如適用），進一步篩選潛在客戶" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 msgid "" ":guilabel:`Industries`: filter leads based on the specific industry they " "work in" msgstr ":guilabel:`行業`：根據潛在客戶所屬的特定行業，篩選潛在客戶" #: ../../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 ":guilabel:`銷售團隊`：選擇將潛在客戶分配給哪個銷售團隊" #: ../../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 ":guilabel:`銷售人員`：選擇將潛在客戶分配給銷售團隊中的哪位/哪些銷售人員" #: ../../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 ":guilabel:`預設標籤`：選擇找出潛在客戶後，直接套用至潛在客戶的標籤" #: ../../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 "" "接收這些聯絡資訊時，請務必了解最新的歐盟法規。請參閱 `Odoo GDPR 說明 " "`_，了解更多有關歐盟「通用資料保護規例」的資訊。" #: ../../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 "定價" #: ../../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 "潛在客戶挖掘是一項 *應用程式內購買* （IAP）功能，產生的每名潛在客戶，都會花費 1 個點數。" #: ../../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 "若選用 :guilabel:`公司及其聯絡人`，每名產生的聯絡人會收取額外 1 個點數。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" "請參閱此處，以了解完整的定價資料：`潛在客戶生成 - 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 "" "若要購買點數，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 設定`。在 :guilabel:`潛在客戶生成` 部份的 " ":guilabel:`潛在客戶挖掘` 功能下，按一下 :guilabel:`購買點數`。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Buy credits from the lead mining settings." msgstr "從潛在客戶挖掘設定中購買點數。" #: ../../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 "" "你亦可在 :menuselection:`設定 --> 一般設定` 購買點數。請在 :guilabel:`應用程式內購買` 部份的 " ":guilabel:`Odoo IAP` 功能之下，按一下 :guilabel:`檢視我的服務`。" #: ../../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 設定中購買點數。" #: ../../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 "" "企業版 Odoo 用戶若有生效的服務計劃，將獲得免費點數，可測試 " "IAP（應用程式內購買）功能，之後才決定是否為資料庫購買更多點數。此安排適用於：演示/訓練資料庫、教育資料庫，以及單一應用程式免費資料庫。" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5 msgid "" "When you qualify a lead into an opportunity you will most likely need to " "send them a quotation. You can directly do this in the CRM App with Odoo." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:12 msgid "Create a new quotation" msgstr "建立新報價單" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14 msgid "" "By clicking on any opportunity or lead, you will see a *New Quotation* " "button, it will bring you into a new menu where you can manage your quote." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:21 msgid "" "You will find all your quotes to that specific opportunity under the " "*Quotations* menu on that page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:28 msgid "Mark them won/lost" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:30 msgid "" "Now you will need to mark your opportunity as won or lost to move the " "process along." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33 msgid "" "If you mark them as won, they will move to your *Won* column in your Kanban " "view. If you however mark them as *Lost* they will be archived." msgstr "" #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:5 msgid "" "Challenging your employees to reach specific targets with goals and rewards " "is an excellent way to reinforce good habits and improve your salespeople " "productivity. The Gamification module gives you simple and creative ways to " "motivate and evaluate your employees with real-time recognition and badges " "inspired by game mechanics." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:13 msgid "" "Install the *Gamification* module, or the *CRM gamification* one, which adds" " some useful data (goals and challenges) that can be used on *CRM/Sale*." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the gamification module being installed in Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:21 msgid "Create a challenge" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:23 msgid "" "Now, create your first challenge by going to :menuselection:`Settings --> " "Gamification Tools --> Challenges`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:27 msgid "" "As the gamification tool is a one-time technical setup, you need to activate" " the technical features in order to access the configuration. To do so, go " "to *Settings* and *Activate the developer mode*." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View if the gamification tools menu in Odoo Settings" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:35 msgid "" "A challenge is a mission that you send to your sales team. It can include " "one or several goals, set for a specific period of time. Configure your " "challenge as follows:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Assign the salespeople to be challenged;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:39 msgid "Assign a responsible;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "Set up the periodicity along with the start and the end date;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:41 msgid "Select your goals;" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:42 msgid "Set up your rewards (badges)." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:45 msgid "" "Badges are granted when a challenge is finished. This is either at the end " "of a running period (eg: end of the month for a monthly challenge), at the " "end date of a challenge (if no periodicity is set), or when the challenge is" " manually closed." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:49 msgid "" "In the example below, 2 employees are being challenged with a *Monthly Sales" " Target*. The challenge is based on 2 goals: the total amount invoiced and " "number of new leads generated. At the end of the month, the winner will be " "granted with a badge." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "" "View of the challenge form and a challenge being created for Odoo Sales" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:58 msgid "Set up goals" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:60 msgid "" "The users can be evaluated using goals and numerical objectives to reach." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:62 msgid "" "**Goals** are assigned through *challenges* that evaluate (see image above) " "and compare members of a team throughout time." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:66 msgid "" "You can create a new goal on the fly from a *Challenge* by clicking on *Add " "new item*, under *Goals*. Select the business object according to your " "company's needs. Examples: number of new leads, time to qualify a lead, " "total amount invoiced in a specific week, month or any other time frame " "based on your management preferences, etc." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "" "View of the goal definition form and a goal definition being created for " "Odoo Sales" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:73 msgid "" "Goals may include your database setup as well (e.g. set your company data " "and a timezone, create new users, etc.)." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:77 msgid "Set up rewards" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:79 msgid "" "For non-numerical achievements, **Badges** can be granted to users. From a " "simple thank you to an exceptional achievement, a badge is an easy way to " "express gratitude to a user for their good work. To create and grant badges " "to your employees based on their performance, go to :menuselection:`Settings" " --> Gamification Tools --> Badges`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the badges page in Odoo" msgstr "" #: ../../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* 檢視畫面，手動批量豐富潛在客戶。首先，前往 :menuselection:`客戶關係應用程式 --> " "潛在客戶`，然後按一下列表檢視畫面按鈕（:guilabel:`☰ [三條橫線]` 圖示）。接着，勾選需要手動豐富的潛在客戶。最後，按一下 " ":guilabel:`⚙️ 操作` 圖示，從下拉式選單中，選擇 :guilabel:`豐富`。你也可透過 *我的管道* 頁面完成此操作，只需打開 " "*客戶關係* 應用程式，或前往 :menuselection:`客戶關係應用程式 --> 銷售 --> " "我的管道`。無論採用哪種方式，:guilabel:`管道` 頁面都會顯示潛在客戶及銷售機會。" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich contacts with partner autocomplete" msgstr "透過合作夥伴自動完成功能，豐富聯絡人資料" #: ../../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 "" "**合作夥伴自動完成** 利用公司企業資料，豐富你的聯絡人資料庫。在任何模組中，你可在 :guilabel:`客戶` 欄位（即 `partner_id`" " 技術欄位）輸入一間新公司的名稱，然後從下拉式選單中，選擇一間建議的公司。系統會即時提供重要的公司資訊，當中包括難以找到的目標公司數據。" #: ../../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 "要使用數據豐富功能，有關公司的資料 **不可以** 已經手動輸入至 *聯絡人* 應用程式內。" #: ../../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 "" "合作夥伴自動完成功能提供的資訊，可以包括有關企業的一般資料（例如公司全名、標誌）、社交媒體帳戶、:guilabel:`公司類型`、有關 " ":guilabel:`成立` 的資訊、:guilabel:`行業` 資訊、:guilabel:`員工` " "數目、:guilabel:`估算收入`、:guilabel:`電話號碼`、:guilabel:`時區` 以及 :guilabel:`使用技術`。" #: ../../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 "" "在取得公司的聯絡資訊時，請務必了解最新的歐盟法規。有關歐盟通用資料保護規例（GDPR）的更多資料，請參閱 `Odoo GDPR " "`_。在 Odoo 系統內，合作夥伴自動完成功能不能用作搜尋個人聯絡資訊。" #: ../../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 "" "要使用，請前往 :menuselection:`設定應用程式 --> 聯絡人部份`。然後，勾選 :guilabel:`合作夥伴自動完成` " "旁邊的方格，並按一下 :guilabel:`儲存`，以啟動功能。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "View of settings page and the activations of the feature in Odoo." msgstr "設定頁面的畫面，以及啟動 Odoo 功能。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37 msgid "Enrich contacts with corporate data" msgstr "利用企業數據豐富聯絡人" #: ../../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 "" "在任何模組中，當使用者輸入新公司聯絡人的名稱時，Odoo " "會顯示一個大型下拉式選單，提供潛在相符項目建議。選擇任何項目後，系統會按特定選擇，為該聯絡人填入相關的公司資料。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43 msgid "For example, after typing `Odoo`, the following information populates:" msgstr "例如，輸入 `Odoo` 後，會填入以下資訊：" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "Creating a new contact in Odoo" msgstr "在 Odoo 中建立新聯絡人" #: ../../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 "在聊天視窗中，按下所需的預填聯絡人後，將填入有關公司的以下資訊：" #: ../../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 "使用 Odoo 自動完成選項時，顯示有關「odoo」資訊的畫面" #: ../../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 "合作夥伴自動完成功能也可識別 VAT（增值稅）號碼，無需輸入公司名稱。" #: ../../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 "*合作夥伴自動完成* 是一項 **應用程式內購買（IAP）** 服務，需要預先付費的點數去使用。每項請求消耗一個點數。" #: ../../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 "" "要購買點數，請前往 :menuselection:`設定應用程式 --> 聯絡人部份`。然後，找出 :guilabel:`合作夥伴自動完成` " "功能，並按一下 :guilabel:`購買點數`；或者，找出 :guilabel:`Odoo IAP` 功能，並按一下 " ":guilabel:`查看我的服務`。在顯示結果的頁面中，選擇所需的服務套裝。" #: ../../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 "如果資料庫的所有點數用完，按下建議公司時，只會填入網站連結及標誌資訊。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75 msgid "Learn about our `Privacy Policy `_." msgstr "閱讀詳細 `私隱政策 `_" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "" "The summary view of activities for leads and opportunities in an Odoo " "database." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27 msgid "The preconfigured activity types for the *CRM* app are as follows:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "活動設定" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:54 msgid "Action" msgstr "動作" #: ../../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 "*動作* 欄位指定了活動的意圖。有些操作會在活動獲規劃之後，觸發特定行為。" #: ../../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 "如果選擇:guilabel:`上載文件`，會在聊天視窗中的已規劃活動中，直接加入上載文件的連結。" #: ../../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 "如果選擇了 :guilabel:`電話通話` 或 :guilabel:`會議`，使用者便可選擇開啟日曆，為該活動安排時間。" #: ../../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 "如果選擇 :guilabel:`請求簽名`，會在聊天視窗中的已規劃活動加入連結，該連結會彈出簽名請求視窗。" #: ../../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 "不同活動類型可供選擇的操作會有不同，具體取決於資料庫中已安裝的應用程式。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:75 msgid "Default user" msgstr "預設使用者" #: ../../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 "" "要在規劃此活動類型時將活動自動分配給特定用戶，請從 :guilabel:`預設使用者` " "下拉選單選擇一個名稱。如果留空欄位，活動將分配給建立活動的使用者。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:82 msgid "Default summary" msgstr "預設摘要" #: ../../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 "要在建立此活動類型時包括備註，請在 :guilabel:`預設摘要` 欄位中輸入備註。" #: ../../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 "" "建立活動時，會包括 :guilabel:`預設使用者` 及 :guilabel:`預設摘要` 欄位中的資料。不過，可在規劃或儲存活動之前修改。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:93 msgid "Next activity" msgstr "下一活動" #: ../../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 "要在活動標記為完成後自動建議或觸發新活動，必須設定 :guilabel:`連鎖類型`。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:99 msgid "Suggest next activity" msgstr "建議下一活動" #: ../../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:`連結類型` 欄位，選擇 :guilabel:`建議下一活動`。執行此操作後，下方的欄位將會變成 " ":guilabel:`建議`。按一下 :guilabel:`建議`欄位下拉式選單，選擇想建議作為此活動類型後續任務的任何活動。" #: ../../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:`排期` 欄位，為這些活動選擇預設期限。配置所需的 :guilabel:`天` 數、 :guilabel:`週` 數，或幾多個 " ":guilabel:`月`。然後，決定它應該發生在 :guilabel:`完成日期之後`，還是在 :guilabel:`上一活動期限之後`。" #: ../../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 "安排活動前，可更改此 :guilabel:`排期` 欄位的資訊。" #: ../../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 "完成所有配置後，按一下 :guilabel:`儲存`。" #: ../../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 "" "如果活動的 :guilabel:`連鎖類型` 設為 :guilabel:`建議下一活動`，並有在 :guilabel:`建議` " "欄位中列出活動，便會向使用者顯示後續步驟的活動建議。" #: ../../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 "觸發下一活動" #: ../../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 "將 :guilabel:`連鎖類型` 設為 :guilabel:`觸發下一活動`，在活動完成時，會立即啟動下一個活動。" #: ../../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:`連鎖類型` 欄位中選擇 :guilabel:`觸發下一活動`，下方的欄位會變成 :guilabel:`觸發器`。從 " ":guilabel:`觸發器` 欄位下拉式選單中，選擇該活動完成後要啟動的活動。" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Check your Win/Loss Ratio" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:5 msgid "" "To see how well you are doing with your pipeline, take a look at the " "Win/Loss ratio." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:8 msgid "" "To access this report, go to your *Pipeline* view under the *Reporting* tab." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "" "From there you can filter to which opportunities you wish to see, yours, the" " ones from your sales channel, your whole company, etc. You can then click " "on filter and check Won/Lost." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:18 msgid "You can also change the *Measures* to *Total Revenue*." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:23 msgid "You also have the ability to switch to a pie chart view." msgstr "" #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "處理已損失的銷售機會" #: ../../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 "" "不是所有銷售機會最終都能達致成功的銷售。為使管道保持最新狀態，已損失的銷售機會需要識別出來。註明損失機會的原因，是可以提供額外的見解，對未來其他機會的銷售工作很有用。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" msgstr "將潛在客戶標記為已損失" #: ../../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 "" "若要將潛在客戶標記為已損失，請開啟 :menuselection:`客戶關係` " "應用程式，在管道中按一下對應的看板卡，選擇需要的潛在客戶。系統會顯示該潛在客戶的詳細資料表單。" #: ../../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 "然後，在潛在客戶詳細資料表單的頂部，按一下 :guilabel:`損失`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" "Buttons from the top of an opportunity record with the lost button " "emphasized." msgstr "銷售機會記錄頂部的按鈕，焦點放在「損失」按鈕。" #: ../../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 "" "系統會開啟 :guilabel:`損失原因` 彈出視窗。在下拉式清單中，選擇現有的損失原因。如果沒有適用的原因，可在 :guilabel:`損失原因` " "欄位輸入該原因，然後按一下 :guilabel:`建立`，以建立新原因。" #: ../../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 "你亦可在 :guilabel:`損失原因` 欄位所指定的損失原因下方，新增其他註釋及留言。" #: ../../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 :guilabel:`損失原因` 彈出視窗輸入全部所需資訊後，按一下 :guilabel:`提交`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost reasons popup with sample reasons." msgstr "損失原因彈出視窗，當中包括範例原因。" #: ../../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 "" "按下 :guilabel:`提交` 後，彈出視窗會消失，Odoo 會返回潛在客戶詳細資料表單。在該處，潛在客戶的右上角現在會出現一個新的紅色 " ":guilabel:`已損失` 橫幅。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 msgid "Create/edit lost reasons" msgstr "建立/編輯損失原因" #: ../../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 "要建立新的損失原因或編輯現有原因，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 損失原因`。" #: ../../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 "" "若要編輯現有的原因，請按一下想修改的原因。按下後，該原因會突出顯示。之後，可編輯 :guilabel:`描述` " "欄位，修改所選原因的描述。完成後，請按一下左上角的 :guilabel:`儲存`。" #: ../../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 "" "要建立新的損失原因，請按一下 :guilabel:`損失原因` 頁面左上角的 :guilabel:`建立`。系統會在 :guilabel:`描述` " "欄位中，顯示新一個空白資料行。請在該新行中輸入新的損失原因。完成後，按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 msgid "Retrieve lost opportunities" msgstr "讀取已損失的銷售機會" #: ../../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 *客戶關係* 應用程式中讀取已損失的機會，請開啟 :guilabel:`管道` 主Dashboard的 " ":menuselection:`客戶關係應用程式`。然後，在搜尋列下方，按一下 :guilabel:`篩選器` 下拉式選單。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with lost filter emphasized." msgstr "搜尋列，焦點放在「已損失」篩選器。" #: ../../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 "" "在 :guilabel:`篩選器` 下拉式選單中，選擇 :guilabel:`已損失` 選項。選擇後，只限已標記為 `已損失` 的潛在客戶，才會在 " ":guilabel:`管道` 頁面上顯示。" #: ../../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 "" "若要按特定損失原因篩選潛在客戶，請選擇 :menuselection:`篩選器 --> 新增自訂篩選器`。系統會顯示另一個包含三個欄位的下拉式選單。" #: ../../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 "" "在頂部欄位的下拉式選單中，選擇 :guilabel:`損失原因`。在第二個欄位的下拉式選單中，選擇 :guilabel:`包含`。然後，在 " ":guilabel:`新增自訂欄位` 子選單的第三個欄位中，輸入有關的特定關鍵字。最後，按一下 :guilabel:`套用`，Odoo " "便會顯示所有損失原因包括指定關鍵字的已損失潛在客戶。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with custom filter added for lost reason." msgstr "搜尋列，包括為損失原因新增的自訂篩選器。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 msgid "Restore lost opportunities" msgstr "恢復已損失的銷售機會" #: ../../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 "" "要恢復已損失的銷售機會，請前往 *客戶關係* 應用程式內的 :guilabel:`管道` 主Dashboard，開啟 :guilabel:`篩選器` " "下拉式選單，然後選擇 :guilabel:`已損失` 選項。:guilabel:`管道` 頁面隨後會顯示所有已損失的機會。" #: ../../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 "然後，按一下想恢復的已損失銷售機會的看板卡，會開啟該潛在客戶的詳細資料表單。" #: ../../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 "" "在已損失潛在客戶的詳細資料表單中，按一下左上角的 :guilabel:`恢復`。潛在客戶表單的紅色 :guilabel:`已損失` " "橫幅會移除，表示潛在客戶已恢復。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "已損失的銷售機會，焦點放在「恢復」按鈕。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 msgid "Restore multiple opportunities at once" msgstr "一次過恢復多個銷售機會" #: ../../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 "" "要一次過恢復多個銷售機會，請前往 *客戶關係* 應用程式中的 :guilabel:`管道` 主Dashboard，開啟 :guilabel:`篩選器` " "下拉式選單，然後選擇 :guilabel:`已損失` 選項。" #: ../../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 "" "然後，選擇列表檢視模式（右上角的三橫線 :guilabel:`☰（清單）` 圖示表示此選項）。系統會將 :guilabel:`管道` " "頁面中的所有潛在客戶，以清單形式列出。選擇列表檢視後，在每個需要恢復的銷售機會/潛在客戶左側，選取勾選方格。" #: ../../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 "" "選擇所需的銷售機會/潛在客戶後，按一下 :guilabel:`管道` 頁面頂部的 :guilabel:`⚙️ 動作（齒輪）` " "下拉式選單。在該下拉式選單中，選擇 :guilabel:`取消封存`。" #: ../../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 "" "系統會從 :guilabel:`管道` 頁面中，移除所選的已損失機會，因為它們不再符合 `已損失` " "的篩選條件。若要顯示這些新恢復的潛在客戶，可在搜尋列移除 `已損失` 篩選器。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "列表檢視模式下的動作按鈕，焦點放在「取消封存」選項。" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3 msgid "Multiple sales teams" msgstr "管理多個銷售團隊" #: ../../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 "運用 *銷售團隊* 功能，可管理多個銷售團隊、部門或通路，當中每個團隊、部門或通路都可擁有自己的獨特銷售流程。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10 msgid "Create a new sales team" msgstr "建立新的銷售團隊" #: ../../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 "" "若要建立新的銷售團隊，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 銷售團隊`，然後按一下 " ":guilabel:`建立`。" #: ../../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 "" "在建立頁面上，設定一個 " ":guilabel:`電郵別名`，每次有人向這個獨特電郵地址發送訊息時，系統便會自動為對應的銷售團隊，建立潛在客戶/銷售機會的資料。你可選擇接收來自 " ":guilabel:`所有人`、:guilabel:`已驗證合作夥伴` 或 :guilabel:`只限關注者` 的電子郵件。" #: ../../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 "" "如果團隊有特定的每月收入目標，你可設定一個 :guilabel:`開立發票目標`。可設立一個 " ":guilabel:`搜尋範圍`，根據特定篩選條件（例如國家/地區、語言、行銷活動等），向該銷售團隊分配潛在客戶/銷售機會。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Create a sales team in Odoo CRM." msgstr "在 Odoo 客戶關係應用程式中建立銷售團隊。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29 msgid "Add members to a sales team" msgstr "將成員加入銷售團隊" #: ../../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 "" "若要新增團隊成員，請在編輯銷售團隊的配置頁面時，按一下 :guilabel:`成員` 分頁下的 " ":guilabel:`新增`。從下拉式選單中選擇銷售人員，或建立新的銷售人員。你可設定 30 " "天內最多可分配給這位銷售人員的潛在客戶數量，以確保他們不會過勞。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Add a salesperson in Odoo CRM." msgstr "在 Odoo 客戶關係應用程式中新增銷售人員。" #: ../../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 "同一人可以加入成為多個銷售團隊的團隊成員或 :guilabel:`團隊負責人`，讓他們可存取需要用到的全部管道。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44 msgid "Sales team dashboard" msgstr "銷售團隊Dashboard" #: ../../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 "" "要查看銷售團隊Dashboard，請前往 :menuselection:`客戶關係應用程式 --> 銷售 --> 團隊`。Odoo " "使用者會在Dashboard看到自己所屬的團隊，以圖塊顯示。" #: ../../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 "每個圖塊都會概述銷售團隊的開放銷售機會、報價、銷售訂單及預期收入，亦有每週新增銷售機會的棒形圖，以至開立發票的進度列。" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Sales team overview dashboard in Odoo CRM." msgstr "Odoo 客戶關係應用程式中，銷售團隊的Dashboard。" #: ../../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 "" "按一下圖塊一角的三個圓點，可開啟導覽選單，使用者可快速檢視文件或報表、建立新的報價單或銷售機會、為團隊選擇顯示顏色，以至存取該團隊的配置頁面。" #: ../../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 "按一下 Odoo 客戶關係應用程式Dashboard中的三圓點選單，可查看文件及建立銷售機會。" #: ../../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 "按一下 :guilabel:`管道` 按鈕，以直接前往該團隊的客戶關係管理管道。" #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "利用「預測評分」分配潛在客戶" #: ../../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 使用一種稱為「預測潛在客戶評分」的方法，自動計算每個潛在客戶的贏得機率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "預測潛在客戶評分" #: ../../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 "" "公司透過客戶關係管道處理銷售機會時，Odoo 會收集贏得及損失銷售機會的數據。預測潛在客戶評分會使用這些數據，預測每個新的潛在客戶或銷售機會的贏得機率。" #: ../../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 "傳送至客戶關係管道的銷售機會越多，Odoo 收集的數據就越多，計算出的機率便較準確。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "具體來說，Odoo 是使用 *單純貝氏* 機率模型，去預測潛在客戶評分：" #: ../../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 "銷售機會表單上顯示的成功機率。" #: ../../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 "然後，按一下下拉式選單，以選擇預測潛在客戶評分功能將考慮哪些變數。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "預測潛在客戶評分設定中的更新機率視窗。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "你可隨意啟用一項或多項以下變數：" #: ../../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`：銷售機會源自的州/省/縣/區" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`國家/地區`：銷售機會源自的國家/地區" #: ../../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:`電話資料`：銷售機會是否有列出電話號碼" #: ../../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:`電郵資料`：銷售機會是否有列出電郵地址" #: ../../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:`來源`：銷售機會的來源（例如：搜尋引擎、社交媒體）" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`語言`：銷售機會中列明使用的交談語言" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`標籤`：銷售機會上設定的標籤" #: ../../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 "" "變數 `階段` 及 `團隊` 會一直生效。`階段` 是指銷售機會所在的客戶關係管道階段。`團隊` " "指銷售機會分配予的銷售團隊。無論選擇哪些可選變數，預測潛在客戶評分 *始終* 會考慮這兩個變數。" #: ../../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 "之後，可按一下 :guilabel:`考慮以下日期後建立的潛在客戶` 選項旁邊的日期欄位，以選擇預測潛在客戶評分開始計算的日期。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "最後，按一下 :guilabel:`確認` 儲存變更。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "手動更改機率" #: ../../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 "你可在銷售機會表單上，手動更改機會的成功機率。按一下機率數字，以進行編輯。" #: ../../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 "齒輪圖示用作重新啟動銷售機會表單上的自動計算機率功能。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:116 msgid "Assign leads based on probability" msgstr "根據機率分配潛在客戶" #: ../../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 "配置按規則分配設定" #: ../../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 "" "若要設定自動潛在客戶分配，請在 :guilabel:`運行` 部份選擇 :guilabel:`重複`。然後，在 :guilabel:`重複頻率` " "部份，自訂 Odoo 觸發自動分配的頻率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "客戶關係應用程式設定中，按規則分配的設定。" #: ../../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 "配置分配規則" #: ../../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 "" "按一下 :guilabel:`新增篩選器` 以開始建立分配規則。按一下分配規則右方的 :guilabel:`+` 號可新增另一行。按一下 " ":guilabel:`x` 符號以刪除該行。" #: ../../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 "若要根據銷售機會的成功機率建立分配規則，請在分配規則行最左側的下拉式選單，選擇 :guilabel:`機率`。" #: ../../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 "從中間的下拉式選單中，選擇所需的方程式符號：最常用的是 *大於* 、 *小於* 、 *大於或等於* 以及 *小於或等於* 符號。" #: ../../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 "在最右側的空間中，輸入所需的機率數值。最後，按一下 :guilabel:`儲存` 以儲存變更。" #: ../../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 "" "假設你想設定一個分配規則，使銷售團隊收到成功機率 20% 或更高的潛在客戶，你便應建立一個 :guilabel:`搜尋範圍` 資料行，內容為：`機率 " ">= 20`。" #: ../../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 "銷售團隊搜尋範圍設定為大於或等於百分之二十的機率。" #: ../../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 "" "你亦可為不同團隊成員個別配置獨立的分配規則。在銷售團隊配置頁面中的 :guilabel:`成員` 標籤中，按一下該名團隊成員，然後編輯 " ":guilabel:`搜尋範圍` 部份。按一下 :guilabel:`儲存` 以儲存變更。" #: ../../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 "" "若要手動將潛在客戶分配給該銷售團隊，請在銷售團隊配置頁面頂部，按一下 :guilabel:`分配潛在客戶` " "按鈕。此操作會將任何目前未分配、而且與該團隊的指定搜尋範圍相符的潛在客戶，分配予團隊。" #: ../../content/applications/sales/members.rst:3 msgid "Members" msgstr "成員" #: ../../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 "會員產品" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/members.rst:106 msgid "Repeat these steps for all desired members." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:6 msgid "Point of Sale" msgstr "POS營業點" #: ../../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 "" "有了 **Odoo POS** " "（銷售點管理）應用程式，你可輕鬆經營你的商店或餐廳。程式可在任何設有網頁瀏覽器的裝置上運行，即使你暫時離線，仍可如常運作。產品移動的去向，會自動記錄至庫存資料中，讓你獲取實時的統計數據，而且所有商店的所有數據，都能集中整合處理。" #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "`Odoo 教學：POS 銷售點管理教學 `_" #: ../../content/applications/sales/point_of_sale.rst:14 msgid ":doc:`IoT Boxes Documentations `" msgstr ":doc:`IoT Box 物聯網盒子使用說明 `" #: ../../content/applications/sales/point_of_sale.rst:19 msgid "Start a session" msgstr "開始操作時段" #: ../../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 "" "在 **POS Dashboard** 中，按一下 :guilabel:`新操作時段`，然後在 :guilabel:`開店現金控制` 畫面上，按一下 " ":guilabel:`開啟操作時段`，以啟動 POS 操作時段。如果已有開啟的操作時段，請按一下 :guilabel:`繼續銷售`。" #: ../../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 "" "系統容許 :doc:`多名使用者 ` " "同時登入同一次操作時段。但是，操作時段在同一個瀏覽器上，只接受同一人登入操作。" #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "銷售產品" #: ../../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 "" "按一下產品，便可將它加入至購物車。若要變更 **數量** ，請按一下 :guilabel:`數量` 並使用鍵盤輸入產品數量。若要新增 **折扣** " "，或修改產品的 **價格** ，請分別點按 :guilabel:`折扣率 %` 或 :guilabel:`價格`，並輸入所需數值/金額。" #: ../../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 "" "完成訂單後，按一下 :guilabel:`付款` 即可結賬。請選擇 **付款方式** ，輸入收到的金額，然後按 :guilabel:`驗證`。按一下 " ":guilabel:`新訂單` 便可處理下一位顧客的購物。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "POS 應用程式操作時段介面。" #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "系統接受以鍵盤輸入 `,` 或 `.` 作為小數點分隔符號。" #: ../../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 "若只輸入金額但未有選擇付款方式，預設會選擇 **現金** 。" #: ../../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 "" "為使開啟操作時段的過程有效率，系統一開始只能載入有限數目的產品資料。如果所需的產品未有自動載入，請按一下 :guilabel:`搜尋更多`。" #: ../../content/applications/sales/point_of_sale.rst:56 msgid "Set customers" msgstr "設定客戶" #: ../../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 "" "以下功能必須要為客戶註冊，才可使用：:doc:`計算客戶忠誠度積分及授予獎賞 `、自動套用" " :doc:`編配予客戶的價格表 `，以及 :ref:`產生並列印發票 " "`。" #: ../../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 "" "你可在 :ref:`已開啟的 POS 操作時段 ` 中建立客戶，方法是按一下 :menuselection:`客戶 --> 建立` 並填寫聯絡\n" "資訊；也可在後端介面建立客戶，方法是前往 :menuselection:`POS 應用程式 --> 訂單 --> 客戶` 並按一下 :guilabel:`新增`，然後填寫資訊並儲存。" #: ../../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 "" "若想在處理訂單期間設定客戶，你可按一下 POS 介面上的 :guilabel:`客戶`，存取客戶名單；也可在付款畫面按一下 " ":guilabel:`客戶`，以設立一名客戶。" #: ../../content/applications/sales/point_of_sale.rst:75 msgid "Customer notes" msgstr "客戶備註" #: ../../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 "" "你可直接在已開啟的 :ref:`POS 操作時段 ` 中，加入有關特定產品的 **客戶備註** " "，例如為客戶提供清潔及保養技巧。備註亦可用作追蹤客戶的個別要求，例如無需組裝服務。" #: ../../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 "要執行此操作，請選擇一項產品，然後按一下文件內的 :guilabel:`客戶備註`。系統會開啟一個彈出視窗，你可在該處加入或修改備註內容。" #: ../../content/applications/sales/point_of_sale.rst:85 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr ":doc:`匯入銷售訂單 ` 內已有的產品備註，也會在購物車顯示。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "購物車中產品的客戶備註按鈕及備註（銷售單及 POS 操作時段）" #: ../../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 "客戶備註會在客戶的收據及發票上顯示，顯示方式類似在購物車內，會在相關產品下方顯示。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "客戶收據，附有來自銷售訂單及客戶備註功能的備註" #: ../../content/applications/sales/point_of_sale.rst:100 msgid "Return and refund products" msgstr "退貨及退款產品" #: ../../content/applications/sales/point_of_sale.rst:102 msgid "To return and refund a product," msgstr "若要為產品進行退貨及退款：" #: ../../content/applications/sales/point_of_sale.rst:104 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "在 **POS Dashboard** :ref:`開始一個操作時段 `；" #: ../../content/applications/sales/point_of_sale.rst:105 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "按一下 :guilabel:`退款`，並選取對應的訂單；" #: ../../content/applications/sales/point_of_sale.rst:106 msgid "select the product and the quantity to refund using the keypad;" msgstr "使用鍵盤選擇要退款的產品及數量；" #: ../../content/applications/sales/point_of_sale.rst:107 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "按一下 :guilabel:`退款` 以返回上一畫面；" #: ../../content/applications/sales/point_of_sale.rst:108 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "完成訂單後，按一下 :guilabel:`付款` 以進行退款；" #: ../../content/applications/sales/point_of_sale.rst:109 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr "按一下 :guilabel:`驗證`，然後可按 :guilabel:`新訂單` 以處理下一位客戶。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "POS 退款畫面" #: ../../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 "" "你可使用搜尋列，依據 :guilabel:`收據編號`、:guilabel:`日期` 或 :guilabel:`客戶`，篩選 **訂單列表** 。" #: ../../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 "" "你也可在已開啟的操作時段中選擇退回的產品，並設定相等於退回產品數量的負數數量，以對產品進行退款。要執行此操作，請按一下 :guilabel:`數量` 及" " :guilabel:`+/-`，然後按入退回產品的數量。" #: ../../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 "管理收銀機" #: ../../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 "" "系統會開啟一個彈出視窗，你可在該處選擇 :guilabel:`存入現金` 或 :guilabel:`取出現金`，然後輸入金額及原因，並按一下 " ":guilabel:`確認`。" #: ../../content/applications/sales/point_of_sale.rst:138 msgid "Close the POS session" msgstr "關閉 POS 操作時段" #: ../../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 "操作時段內執行的訂單數目及總金額；" #: ../../content/applications/sales/point_of_sale.rst:145 msgid "the expected amounts grouped by payment method." msgstr "按每種付款方式分組的預期收到金額。" #: ../../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 "" "關閉此視窗之前，請使用計算機圖示，點算及計算現金。系統會開啟一個彈出視窗，根據手動點算及存入的硬幣及鈔票數目，計算收銀機內的總現金金額。然後，按一下 " ":guilabel:`確認` 或 :guilabel:`捨棄` 以關閉視窗。計算得出的金額會在 :guilabel:`點算所得` 直欄列出，而 " ":guilabel:`現金詳情` 會在 **備註** 部分中詳列。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "如何關閉 POS 操作時段。" #: ../../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 "完成金額控制程序後，按一下 :guilabel:`關閉操作時段`，以完成結算並返回 **POS Dashboard** 。" #: ../../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 "" "視乎你的設置，你可能只會在預期現金收入與點算所得的現金相等時，才可關閉操作時段。若想在兩者有差別時仍然關閉操作時段，請在 " ":guilabel:`付款差異` 畫面上按一下 :guilabel:`確定`。" #: ../../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 "強烈建議你每天結束營業時，關閉當天的 POS 操作時段。" #: ../../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 "要查看過往所有操作時段，請前往 :menuselection:`POS 應用程式 --> 訂單 --> 操作時段`。" #: ../../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 "" "要存取一般 POS 設定，請前往 :menuselection:`POS 應用程式 --> 配置 --> 設定`。然後，在 " ":guilabel:`銷售點` 欄位中開啟下拉式選單，並選擇要設定的銷售點。" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "在應用程式設定中選擇銷售點的下拉式選單" #: ../../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 "" "使用者的 :guilabel:`管理` :doc:`存取權限 ` 必須設為 " ":guilabel:`設定`，才可使用這些設定。" #: ../../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 "" "你也可按一下 POS " "卡片上的垂直省略號按鈕（:guilabel:`⋮`），在Dashboard中配置部份設定。按下後，系統會開啟一個彈出窗口，你可在該處：" #: ../../content/applications/sales/point_of_sale/configuration.rst:27 msgid ":doc:`Enable multiple employees to log in. `" msgstr ":doc:`設定允許多名員工同時登入 `。" #: ../../content/applications/sales/point_of_sale/configuration.rst:28 msgid ":doc:`Connect and set up an IoT box. <../../general/iot/config/pos>`" msgstr ":doc:`連接及設定 IoT Box 物聯網盒子 <../../general/iot/config/pos>`。" #: ../../content/applications/sales/point_of_sale/configuration.rst:29 msgid ":doc:`Connect and set up an ePOS printer. `" msgstr ":doc:`連接及設定 ePOS 打印機 `。" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "存取 POS 快速設定的彈出視窗" #: ../../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 "" "使用者的 :guilabel:`銷售點` :doc:`存取權限 ` 必須設為 " ":guilabel:`管理員`，才可使用這些設定。" #: ../../content/applications/sales/point_of_sale/configuration.rst:39 msgid "Make products available" msgstr "將產品設定至銷售點可用" #: ../../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 "" "要使產品可供銷售，請前往 :menuselection:`POS 應用程式 --> 產品 --> 產品`，然後選擇產品，以開啟產品表單。在 " ":guilabel:`銷售` 分頁中，啟用 :guilabel:`銷售點可用`。" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Making a product available in your POS." msgstr "讓產品在銷售點可用。" #: ../../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 "" #: ../../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 打印機" #: ../../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 "" "ePOS 打印機是專門設計成與 POS 銷售點管理系統無縫協作的裝置。連接後，這些裝置會自動共享資訊，讓你可將票據從 POS 系統直接列印至 ePOS " "打印機。" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:15 msgid "Activate the :guilabel:`ePos Printer` feature." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16 msgid "Fill in the field with your ePos IP address." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst-1 msgid "setting to enable the ePos printer feature" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25 msgid "Directly supported ePOS printers" msgstr "直接支援的 ePOS 打印機" #: ../../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 打印機能與 Odoo 直接相容，無需使用 :doc:`IoT Box " "` 物聯網盒子。" #: ../../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（只限 Wi-Fi/乙太網路型號；推薦使用）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31 msgid "Epson TM-H6000IV-DT (Receipt printer only)" msgstr "Epson TM-H6000IV-DT（只限收據打印機）" #: ../../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® 型號）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "Epson TM-P60II（收據：Wi-Fi® 型號）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "Epson TM-P60II（標籤列印：Wi-Fi® 型號）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "Epson TM-P80（Wi-Fi® 型號）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "經 IoT Box 整合的 ePOS 打印機" #: ../../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 "" "以下打印機需要使用 :doc:`IoT Box ` " "物聯網盒子，才可與 Odoo 相容：" #: ../../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（不相容的 ePOS 軟體）" #: ../../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（不相容的 ePOS 軟體）" #: ../../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（不相容的 ePOS 軟體）" #: ../../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/乙太網路連線、並遵循 `EPOS SDK Javascript 協定 " "`_" " 的 Epson 打印機， **無需** 使用 :doc:`IoT Box " "` 物聯網盒子，都能與 Odoo 相容。" #: ../../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 "" "使用 ESC/POS 或 StarPRNT 通訊協議的熱敏打印機， **需要使用** :doc:`IoT Box " "` 物聯網盒子，才可相容。" #: ../../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 "" "只透過 USB 連接的 Epson 打印機， **需要使用** :doc:`IoT Box " "` 物聯網盒子，才可相容。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64 msgid "Epson printers that connect via Bluetooth are **not compatible**." msgstr "透過藍牙連接的 Epson 打印機，與 Odoo **不相容** 。" #: ../../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 打印機使用自簽名證書" #: ../../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 "" "要連接使用 Odoo，某些無需 :doc:`IoT Box ` " "物聯網盒子便可使用的打印機型號，可能需要 :doc:`HTTPS 通訊協定 `，以在瀏覽器與打印機之間建立安全連線。但是，若嘗試使用 " "HTTPS 存取打印機的 IP 位址，大多數網頁瀏覽器都會出現警告頁面。若出現這種情況，你可以暫時 :ref:`強制連線 " "`，讓你只需要保持瀏覽器視窗在開啟狀態，便可存取 HTTPS 頁面及在 Odoo 中使用 ePOS " "打印機。" #: ../../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 "" "關閉瀏覽器視窗後，連線會遺失。因此，此方法只適宜用作 **暫時解決方法** ，或作為 :ref:`下列指示 " "` 的先決條件。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "Generate, export, and import self-signed certificates" msgstr "產生、匯出及匯入自簽名證書" #: ../../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 "若要有長期解決方案，你必須產生一張 **自簽名證書** 。然後，將其匯出並匯入你的瀏覽器。" #: ../../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 "**產生** SSL 證書的操作，應該只執行 **一次** 。如果建立另一個證書，使用舊有證書的裝置將失去 HTTPS 存取權限。" #: ../../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 "產生自簽名證書" #: ../../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 "" "前往 ePOS 的 IP 位址（例如 `https://192.168.1.25`），按一下 :guilabel:`進階` 及 " ":guilabel:`繼續前往 [IP 位址]（不安全）` 選項，以執行強制連線。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "Google Chrome 有關連線私隱的警告頁面" #: ../../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 的警告頁面" #: ../../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 "" "然後，使用你的打印機的憑證登入，以存取 ePOS 打印機設定。若要登入，請在 :guilabel:`識別碼`（ID）欄位輸入 `epson`，並在 " ":guilabel:`密碼` 欄位輸入你的打印機的序號。" #: ../../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 "" "按一下 :guilabel:`身份驗證` 部分中的 :guilabel:`證書清單`，然後按一下 :guilabel:`建立`，以產生新的 " "**自簽名證書** 。系統應該會自動填寫 :guilabel:`通用名稱`。如果沒有，請填寫打印機的 IP 位址號碼。在 " ":guilabel:`有效期間` 欄位，選擇證書的有效年份，按一下 :guilabel:`建立`，然後按 :guilabel:`重設` " "或手動重新啟動打印機。" #: ../../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 "" "此時自簽名證書已產生。請重新載入頁面，在 :guilabel:`安全性` 部分中按一下 :guilabel:`SSL/TLS`，以確保已在 " ":guilabel:`伺服器證書` 部分中，選擇了正確的 **自簽名證書** 。" #: ../../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 "匯出自簽名證書" #: ../../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 "" "至於匯出的過程，很大程度受 :abbr:`OS (作業系統 Operating System)` 及瀏覽器影響。首先，使用網頁瀏覽器前往打印機的 IP " "位址（例如 `https://192.168.1.25`），以存取 ePOS 打印機設定。然後，依照 **產生自簽名證書分頁** " "中的指示，執行強制連線。" #: ../../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 "若使用 **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 "在搜尋列旁邊按一下 :guilabel:`不安全`，然後按 :guilabel:`證書無效`；" #: ../../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 瀏覽器中，打印機連線不安全的按鈕。" #: ../../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 "前往 :guilabel:`詳細資料` 分頁，並按一下 :guilabel:`匯出`；" #: ../../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 "在檔案名稱結尾加上 `.crt`，確保它有正確的副檔名；" #: ../../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 "在彈出視窗的底部，選擇 :guilabel:`Base64 編碼 ASCII，單一證書`；" #: ../../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 "儲存，證書便會匯出。" #: ../../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 "請確保證書以副檔名 `.crt` 結尾。否則，某些瀏覽器可能在匯入過程中看不到該檔案。" #: ../../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 "若使用 **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 "在網址列左側，按一下 **鎖形** 圖示；" #: ../../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 "前往 :menuselection:`連線不安全 --> 更多資訊 --> 安全性分頁 --> 查看證書`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "Mozilla Firefox 瀏覽器中，連線不安全的按鈕" #: ../../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 "向下捲動至 :guilabel:`其他` 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 "在 :guilabel:`下載` 部分，按一下 :guilabel:`PEM（證書）`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102 msgid "Import a self-signed certificate" msgstr "匯入自簽名證書" #: ../../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 "匯入的過程很大程度受 :abbr:`OS (作業系統 Operating System)` 及瀏覽器影響。" #: ../../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 是在作業系統層面管理證書，因此自簽名證書必須透過證書檔案匯入，不可使用瀏覽器匯入。執行此操作的步驟如下：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "開啟 Windows 檔案總管，找出已下載的證書檔案；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "在證書檔案上按滑鼠右鍵，然後按一下 :guilabel:`安裝證書`；" #: ../../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 "" "選擇安裝證書的位置及適用於哪些使用者：可以是 :guilabel:`目前使用者` 或所有使用者（選擇 :guilabel:`本機電腦`）。然後，按 " ":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 `證書儲存位置` 畫面上，勾選 :guilabel:`將所有證書放入以下儲存位置`，按一下 :guilabel:`瀏覽⋯`，然後選擇 " ":guilabel:`受信任的根證書授權單位`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "按一下 :guilabel:`完成`，並在彈出的安全性視窗選擇接受；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "restart the computer to make sure that the changes are applied." msgstr "重新啟動電腦，以確保正確套用變更。" #: ../../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 "開啟 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:`設定 --> 私隱與安全性 --> 安全性 --> 管理證書`；" #: ../../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 "進入 :guilabel:`授權單位` 分頁，按一下 :guilabel:`匯入`，然後選擇已匯出的證書檔案；" #: ../../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 "按一下 :guilabel:`確定`；" #: ../../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 "重新啟動瀏覽器。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 msgid "open Firefox;" msgstr "開啟 Firefox；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "前往 :menuselection:`設定 --> 私隱與安全性 --> 安全性 --> 查看證書⋯ --> 匯入`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148 msgid "select the exported certification file;" msgstr "選擇已匯出的證書檔案；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149 msgid "tick the checkboxes and validate;" msgstr "勾選複選方格並驗證；" #: ../../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，你可依照下列步驟，保護所有瀏覽器的連線：" #: ../../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 "開啟 Safari 並前往打印機的 IP 位址。瀏覽器會顯示警告頁面；" #: ../../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 "在警告頁面上，前往 :menuselection:`顯示詳細資訊 --> 造訪此網站 --> 造訪網站`，並進行驗證；" #: ../../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 "重新啟動打印機，以便透過任何其他瀏覽器一起使用。" #: ../../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 "" "若要產生及匯出 SSL 證書並將其傳送至 IOS 裝置，請開啟 **Google Chrome** 或 **Mozilla Firefox** 。然後：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "Google Chrome 上有關連線私隱的警告頁面" #: ../../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，打印機連線不安全的按鈕" #: ../../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 "請確保證書以副檔名 `.crt` 結尾。否則，某些瀏覽器可能在匯入過程中找不到該檔案。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "Mozilla Firefox 中，連線不安全的按鈕" #: ../../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 "" "要將 SSL 證書匯入 Android 裝置，請先從電腦建立及匯出證書。之後，使用電子郵件、藍牙或 USB，將 `.crt` " "檔案傳輸至裝置。檔案到達裝置後：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 msgid "open the settings and search for `certificate`;" msgstr "開啟設定，並搜尋 `證書`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "按一下 :guilabel:`證書授權機構`（從裝置儲存空間安裝）；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239 msgid "select the certificate file to install it on the device." msgstr "選擇證書檔案，以將其安裝至裝置上。" #: ../../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 "視乎 Android 版本及裝置製造商的不同，安裝證書的具體步驟可能也有所不同。" #: ../../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 "" "若要將 SSL 證書匯入 iOS 裝置，請先從電腦建立並匯出證書。然後，使用電子郵件、藍牙或任何檔案分享服務，將 `.crt` 檔案傳輸至裝置。" #: ../../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 "下載此檔案會觸發警告彈出視窗。按一下 :guilabel:`允許` 以下載設定檔，然後關閉第二個彈出視窗。之後：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "go to the **Settings App** on the iOS device;" msgstr "前往 iOS 裝置上的 **設定** 應用程式；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "在使用者詳細資料框下，按一下 :guilabel:`已下載的設定檔`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "locate the downloaded `.crt` file and select it;" msgstr "找出已下載的 `.crt` 檔案並選取它；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "在螢幕右上角按一下 :guilabel:`安裝`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "if a passcode is set on the device, enter the passcode;" msgstr "若裝置設定了密碼，請輸入密碼；" #: ../../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 "在證書警告畫面及彈出視窗的右上角，按一下 :guilabel:`安裝`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261 msgid "click :guilabel:`Done`." msgstr "按一下 :guilabel:`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 "此時證書已安裝，但仍需進行身份驗證。步驟如下：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr "前往 :menuselection:`設定 --> 一般 --> 關於 > 證書信任設定`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268 msgid "enable the installed certificate using the **slide button**;" msgstr "使用 **滑動按鈕** 啟用已安裝的證書；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "在彈出視窗中，按一下 :guilabel:`繼續`。" #: ../../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 "" "若你需要使用上文未有提及的作業系統或網頁瀏覽器匯出 SSL 證書，請在你慣用的搜尋引擎中，搜尋 `匯出 SSL 證書` + " "`你的瀏覽器或作業系統名稱`。" #: ../../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 "" "同樣，若要由上文未有提及的作業系統或瀏覽器匯入 SSL 證書，請在你慣用的搜尋引擎中，搜尋 `匯入 SSL 根證書授權機構` + " "`你的瀏覽器或作業系統名稱`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "Check if the certificate was imported correctly" msgstr "檢查是否已正確匯入證書" #: ../../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 "" "若要確認打印機連線是安全，請使用 HTTPS 連線至其 IP 位址。例如，使用瀏覽器前往 `https://192.168.1.25`。如果 SSL " "證書已正確套用，應該不會再看到警告頁面，而且網址列也應顯示鎖形圖示，表示連線安全。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "安全連線（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 "" "如果在銷售點設定中，啟用了 **直接連線裝置** （例如，使用了 :doc:`ePos 打印機 `），預設會使用 HTTP" " 協定。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "強制銷售點使用安全連線（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 **系統參數** 中，新增一個 **密鑰** ，以強制你的銷售點使用 HTTPS 協定的安全連線。" #: ../../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 "" "要執行此操作，請啟動 :ref:`開發人員模式 `，前往 :menuselection:`設定 --> 技術性 --> " "參數 --> 系統參數`，然後建立一個新參數，新增以下的值，然後按一下 *儲存* 。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr "**鍵（Key）** ：`point_of_sale.enforce_https`" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "**值（Value）** ：`True`（真）" #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "多員工管理" #: ../../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 POS 應用程式設有 **多名員工共用操作時段** 功能，讓你管理誰人能存取特定銷售點/營業點的 " "POS。若啟動此功能，:ref:`你可選擇哪些使用者能夠登入 POS `，並 " ":ref:`追蹤每張訂單涉及哪位/哪些員工 `。" #: ../../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:`進入 POS 設定 ` 並選擇你的 POS，或按一下 POS " "卡片上的垂直省略號按鈕（:guilabel:`⋮`)，然後按 :guilabel:`編輯`。之後，啟用 " ":guilabel:`多名員工共用操作時段`，並在 :guilabel:`允許的員工` 欄位中新增允許的員工。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "在 POS 中啟用多名收銀員的設定" #: ../../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 "實際應用" #: ../../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 "" "啟動此功能後，收銀員可透過 :ref:`掃瞄職員證 ` 或在已獲允許 :ref:`開啟操作時段 " "` 的員工清單中，選擇自己的姓名去登入。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "啟用多名收銀員功能後，開啟操作時段的視窗" #: ../../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 "" "若要在 :ref:`已開啟的操作時段 ` " "中切換至其他使用者，請按一下螢幕右上角的員工姓名，然後從清單中選擇想要切換的員工。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "從一名收銀員切換至另一名收銀員的按鈕。" #: ../../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 "" "你也可要求員工每次登入 POS 時輸入密碼，以防止他們冒充其他人的身份登入。若要設定密碼，請前往 **員工** 應用程式，開啟員工表單，然後按一下 " ":guilabel:`人力資源設定` 分頁。之後，在 :guilabel:`考勤/銷售點` 類別中，在 :guilabel:`個人密碼` " "欄位輸入你想設定的 PIN 個人密碼。" #: ../../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 "員工表單上用作指明職員證編號及個人密碼的設定。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "使用職員識登入" #: ../../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 "" "要讓員工能夠透過掃瞄職員證登入，他們必須獲編配職員證識別碼（編號）。要執行此操作，請前往 **員工** 應用程式，開啟員工表單，然後按一下 " ":guilabel:`人力資源設定` 分頁。之後，在 :guilabel:`考勤/銷售點` 類別的 :guilabel:`職員證識別碼` " "欄位中，輸入你想設定的職員證識別碼，或按一下 :guilabel:`產生`。" #: ../../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 "若要切換至其他使用者，請按螢幕右上角的鎖形圖示（:guilabel:`🔓`）鎖定該次操作時段，然後掃瞄你的職員證。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "統計分析" #: ../../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 "" "關閉並過賬 POS " "操作時段後，你可查看詳盡報告，以檢視操作時段內的所有活動，包括誰人開始該次操作時段，以及誰人處理了哪張特定訂單。若要存取操作時段報告，請按一下 POS " "卡片上的垂直省略號按鈕（:guilabel:`⋮`），然後在 :guilabel:`檢視` 部分選擇 " ":guilabel:`操作時段`。之後，選擇某個操作時段，以獲取更多詳細資訊。你可按一下 :guilabel:`訂單` " "按鈕，查看該操作時段內，已下的所有訂單的列表。" #: ../../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 "" "若想概覽全部訂單（不論是哪次操作時段），請按 POS 卡片上的垂直省略號按鈕（:guilabel:`⋮`），然後在 :guilabel:`檢視` " "部分選擇 :guilabel:`訂單`。" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "付款方式" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:23 msgid ":doc:`payment_methods/terminals`." msgstr "" #: ../../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 "" "建立付款方式後，你可在 POS 的設定中選擇它。要執行此操作，請前往 :ref:`POS 設定 " "`，按一下 :guilabel:`編輯`，然後在 :guilabel:`付款` 部份新增付款方式。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`Adyen configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Ingenico configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`SIX configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Stripe configuration `" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:34 msgid "Pay with a payment terminal" msgstr "使用付款終端機付款" #: ../../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 "" #: ../../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 與付款終端機之間出現連線問題，你可透過點按 :guilabel:`強制完成` 以強制執行付款，這樣做就可以驗證訂單。" #: ../../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 "此選項只會在收到連線失敗的錯誤訊息時，才會顯示供使用。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:45 msgid "To cancel the payment request, click on :guilabel:`Cancel`." msgstr "" #: ../../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 "透過連接 **Adyen 付款終端機**，你可為客戶提供流暢的付款流程，同時減省收銀員的工作量。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9 msgid "" "Adyen payment terminals do not require an :doc:`IoT Box " "`." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16 msgid "" "`List of payment methods supported by Adyen `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17 msgid "" "`List of Adyen terminals `_" msgstr "" #: ../../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 網站 `_ 建立你的 Adyen " "帳戶。然後，按照終端機螢幕上顯示的步驟，連接終端機。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26 msgid "" "`Adyen Docs - Payment terminal quickstart guides " "`_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31 msgid "Generate an Adyen API key" msgstr "產生 Adyen API 密鑰" #: ../../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 密鑰** 用於驗證你的 Adyen 終端機發出的請求。要產生 API 密鑰，請前往你的 " ":menuselection:`Adyen 帳戶 --> 開發人員 --> API 憑證`，然後**建立**新憑證或選擇**現有**的憑證。按一下 " ":guilabel:`產生 API 密鑰` 並記下密鑰，以將其貼上至 Odoo :ref:`建立付款方式 ` 過程中的 :guilabel:`Adyen API 密鑰` 欄位。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "" "`Adyen Docs - API credentials `_." msgstr "" "`Adyen 使用說明 - API 憑證 `_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46 msgid "Locate the Adyen terminal identifier" msgstr "找出 Adyen 終端機識別符" #: ../../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 終端機識別符**是終端機的序列號碼，用於識別硬件。" #: ../../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 "" "要找到此號碼，請前往你的 :menuselection:`Adyen 帳戶 --> 銷售點 --> " "終端機`，選擇要連接的終端機，並記下其序列號碼，以將其貼上至 Odoo :ref:`建立付款方式 ` " "過程中的 :guilabel:`Adyen 終端機識別符` 欄位。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57 msgid "Set the Event URLs" msgstr "設定事件網址" #: ../../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 "要讓 Odoo 知道何時有人付款，你必須為終端機配置**事件網址**。要執行此操作，" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61 msgid "Log in to `Adyen's website `_;" msgstr "登入至 `Adyen 網站 `_；" #: ../../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 "前往 :menuselection:`Adyen Dashboard --> 銷售點 --> 終端機` 並選擇已連接的終端機；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "在終端機設定中，按一下 :guilabel:`整合功能`；" #: ../../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 "將 :guilabel:`切換至已解密模式以編輯此設定` 欄位，設為 :guilabel:`已解密`；" #: ../../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 "" "按一下**鉛筆圖示**按鈕，然後在 :guilabel:`事件網址` 欄位中，輸入你的伺服器地址，後接 " "`/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 "按一下螢幕底部的 :guilabel:`儲存`，以儲存更改。" #: ../../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 "配置付款方式" #: ../../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 "" "在 :ref:`應用程式設定 ` 中，啟用付款終端機，並 :doc:`建立相關的付款方式 " "<../../payment_methods>`。將日記賬類型設為 :guilabel:`銀行`，然後在 :guilabel:`使用付款終端機` " "欄位選擇 :guilabel:`Adyen`。" #: ../../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 "" "最後，在必填欄位中填寫你的 :ref:`Adyen API 密鑰 `、:ref:`Adyen 終端機識別碼 " "` 以及 :guilabel:`Adyen 商家帳戶`。" #: ../../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 "" #: ../../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 "連接一個物聯網盒子" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Configure the payment terminal" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 msgid "Link the payment method to a POS" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 msgid "Troubleshooting" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:96 msgid "Payment terminal unavailable in your Stripe account" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3 msgid "Vantiv" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 msgid "Configure the protocol" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 msgid "Set the IP address" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42 msgid "Finally, set up the hostname and port number." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Hostname" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49 msgid "Then, press **OK** twice." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:60 msgid "Port number" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "現金捨入" #: ../../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 "**現金捨入** 是在實體貨幣（鈔票或硬幣）的最低面額，高於最小記賬單位時，需要執行的操作。" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "條碼命名規則" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "價格表" #: ../../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 "" #: ../../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 "" #: ../../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 "每個產品的多種價格" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "" #: ../../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 "進階價格規則" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 msgid "" ":ref:`How to use pricelists in an ecommerce environment " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "收據及發票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "收據" #: ../../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 "" "你可前往 :menuselection:`POS 應用程式 --> 配置 --> 銷售點`，選擇一個銷售點，然後向下捲動至 " ":guilabel:`賬單及收據` 部分，以設定收據功能。" #: ../../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 "" "若要 **自訂** 收據的 **頁首** 及 **頁尾** ，請啟動 :guilabel:`頁首及頁尾` " "功能，並在這兩個欄位中，填寫需要列印在收據上的資訊。" #: ../../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 "若想在登記付款後自動 **列印收據** ，請啟用 :guilabel:`自動列印收據` 設定。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "POS 銷售點收據" #: ../../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 "重新列印收據（重印）" #: ../../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 介面中，按一下 :guilabel:`訂單`，開啟搜尋列旁邊的下拉式選項選單，並將預設的 :guilabel:`所有生效訂單` " "篩選器，變更為 :guilabel:`已付款`。然後，選擇需要的訂單，按一下 :guilabel:`列印收據`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "從後台列印收據的按鈕" #: ../../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 "" "你可使用搜尋列，對訂單列表進行篩選。輸入參考編號，然後按一下 :guilabel:`收據號碼`、:guilabel:`日期` 或 " ":guilabel:`客戶`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 msgid "Invoices" msgstr "發票" #: ../../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 "" "POS 應用程式可讓你在登記付款後，為 :ref:`已註冊的客戶 ` 開立及列印發票，以及檢索過去所有已開立發票的訂單。" #: ../../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 中建立的發票，會在先前已 :ref:`設定 ` 的對應 " ":ref:`會計日記賬 ` 中，建立一個條目。" #: ../../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 "" "若要為特定 POS 定義所使用的日記賬，請前往 :ref:`POS 設定 ` " "並向下捲動至「會計」部分。然後，你可在 :guilabel:`預設日記賬` 部分下，設定訂單及發票預設使用的會計日記賬。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "accounting section in the POS settings" msgstr "POS 設定中的會計部分" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 msgid "Invoice a customer" msgstr "向客戶開立發票" #: ../../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 "處理付款後，在客戶姓名下方按一下 :guilabel:`發票`，即可為該張訂單開立發票。" #: ../../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 "選擇付款方式後，按一下 :guilabel:`驗證`。 **發票** 會自動開立，即時可供下載及/或列印。" #: ../../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 "要開立發票，必須選擇 :ref:`客戶 `。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 msgid "Retrieve invoices" msgstr "讀取發票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 msgid "To retrieve invoices from the **POS dashboard**," msgstr "若要在 **POS Dashboard** 讀取發票，步驟如下：" #: ../../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 "前往 :menuselection:`POS 應用程式 --> 訂單 --> 訂單`，存取透過 POS 發出的所有訂單；" #: ../../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 "若要存取訂單的發票，請選擇訂單以開啟 **訂單表單** ，然後按一下 :guilabel:`發票`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "訂單表單中的發票智能按鈕" #: ../../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 "要識別 **已開立發票的訂單** ，你可留意 :guilabel:`狀態` 直欄中的 :guilabel:`已開立發票` 狀態。" #: ../../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 "你可按一下 :guilabel:`篩選器` 及 :guilabel:`已開立發票`，將訂單列表篩選至只顯示已開立發票的訂單。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 msgid "QR codes to generate invoices" msgstr "用作產生發票的二維碼" #: ../../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 "" "客戶也可透過掃瞄收據上列印的 **二維碼** 去索取發票。掃瞄後，他們必須以賬單資訊填寫一份表格，然後按 " ":guilabel:`取得我的發票`。此操作會產生可供下載的發票，而另一方面，訂單狀態會在 Odoo 後端，由 :guilabel:`已付款` 或 " ":guilabel:`已發佈`，變為 :guilabel:`已開立發票`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "訂單狀態變更" #: ../../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，你必須在 :menuselection:`POS 應用程式 --> 配置 --> 設定` 啟用收據上的二維碼。然後，在 " ":guilabel:`銷售點` 欄位中，選擇需要的銷售點，向下捲動至 :guilabel:`賬單及收據` 部分，啟用 " ":guilabel:`在票據上使用二維碼`。" #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "報表" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "查看統計數據" #: ../../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 "" "要存取統計數據，請前往 :menuselection:`POS --> 報表 --> 訂單`。或在 **POS " "Dashboard**，按一下垂直省略號（:guilabel:`⋮`）按鈕、:guilabel:`報表` 然後 :guilabel:`訂單`。" #: ../../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 "這些統計數據以圖表或樞紐分析圖的形式提供，你可根據需要，對其進行篩選或分組。" #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid "" ":doc:`organize your floors and tables to reflect your interior " "`;" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid "" ":doc:`print bills in advance and split them `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid "" ":doc:`set different taxes for takeaway food `." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:25 msgid "" "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst-1 msgid "restaurant and bar-specific features" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "帳單" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:6 msgid "Add a floor" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:24 msgid "Add tables" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:48 msgid "Register your table(s) orders" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the pos interface to register orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:58 msgid "Transfer customer(s)" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:64 msgid "To do so, select the table your customer is currently on." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the restaurant tables, one having a pending order" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:79 msgid "Register an additional order" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the - button, allowing employees to close/remove an order" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43 msgid ":doc:`/applications/general/iot/config/connect`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "小費" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "enable tips in a POS" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tip popup window" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "條碼" #: ../../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 "在銷售點處理訂單時，運用條碼掃瞄器可提高效率，幫助你提供更快速的客戶服務。條碼掃瞄器可用作掃瞄產品，或將員工登入至 POS 操作時段。" #: ../../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 "" "要使用條碼掃瞄器，必須先在庫存應用程式中啟用該功能。請前往 :menuselection:`庫存應用程式 --> 配置 --> 設定`，在 " ":guilabel:`條碼` 部分中，勾選 :guilabel:`條碼掃瞄器` 選項，然後儲存。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "庫存應用程式中的條碼設定" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" ":doc:`設定條碼掃瞄器 `" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" ":doc:`啟動條碼掃瞄器 `" #: ../../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 **庫存** 應用程式啟用該功能後，你可在 **POS** 程式中，對已獲編配條碼編號的產品，使用條碼功能。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "編配條碼" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "為產品" #: ../../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 "" "若要在 POS 中使用此功能，你的產品必須事先獲指派條碼。要執行此功能，請前往 :menuselection:`POS 應用程式 --> 產品 --> " "產品`，然後開啟所需的 **產品表單** 。你可在 :guilabel:`一般資訊` 分頁的 :guilabel:`條碼` 欄位中，為產品加入條碼編號。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "為員工" #: ../../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 "" "若要為員工加入識別號碼，請前往 **員工** 應用程式，並開啟所需的 **員工表單**。為相關員工選擇一個識別號碼，然後在 " ":guilabel:`人力資源設定` 分頁中，填寫 :guilabel:`PIN 個人密碼` 欄位。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "使用條碼" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "掃瞄產品" #: ../../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 "" "你可使用條碼掃瞄器，掃描產品的條碼。執行此操作後，系統會將產品直接加入至購物車。若要變更數量，請根據需要多次掃瞄產品，或按一下 " ":guilabel:`數量` 欄位，然後使用鍵盤輸入產品數量。" #: ../../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 "你也可在搜尋列中，手動輸入條碼編號，以尋找產品。之後，按一下產品便可將它加入至購物車。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "員工登入" #: ../../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 "" "你也可使用條碼掃瞄器為員工登入。要執行此操作，你需要 :ref:`限制 POS 存取權限 `" " 及 :ref:`使用條碼為員工登入 ` POS 系統。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 msgid "Customer display" msgstr "顧客顯示屏" #: ../../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 "**顧客顯示屏** 功能利用一個輔助顯示器，為客戶提供即時的結賬資料更新。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer screen" msgstr "顧客顯示畫面" #: ../../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 "" "視乎你的 POS 是如何設置，該功能可使用 :ref:`同一位置的輔助螢幕 `，或透過 " ":ref:`已連接至 IoT Box 的另一台顯示器 `，去顯示資料。" #: ../../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 "" "要啟動此功能，請前往 POS 設定，向下捲動至 :guilabel:`已連接的裝置` 部分，然後勾選 :guilabel:`顧客顯示屏` 方格。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer display setting checkbox" msgstr "顧客顯示屏設定勾選方格" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27 msgid "Local" msgstr "本地" #: ../../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 "IoT Box 物聯網盒子" #: ../../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 "" "將 IoT Box 連接至資料庫，並將第二個螢幕連接至 IoT Box。之後，前往 :menuselection:`POS 應用程式 --> 配置 " "--> 設定`，向下捲動至 :guilabel:`已連接的裝置` 部分，勾選 :guilabel:`IoT Box` 方格，然後在 " ":guilabel:`顧客顯示屏` 欄位中選擇第二個顯示器。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "iot setting to connect a customer display" msgstr "連接至顧客顯示屏的物聯網設定" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:46 msgid "Both devices need to be connected to the same local network." msgstr "兩部裝置須連線至同一本地/區域網絡。" #: ../../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 "銷售訂單" #: ../../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 "" "在零售業的運作中，有時可能需要直接在銷售點訂購產品。幸好 Odoo POS 銷售點管理程式已完全整合 Odoo " "銷售程式的功能，意味你可直接在銷售點，建立新的銷售訂單並支付訂單款項。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "選擇銷售訂單" #: ../../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 **POS** 應用程式中，開啟一個新的操作時段。之後，按一下 " ":guilabel:`報價單/訂單`，以獲取所有在銷售應用程式建立的報價單及銷售訂單的完整清單。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "POS 介面上的報價單及銷售訂單按鈕" #: ../../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 "" "要讓找出正確銷售訂單的過程更輕鬆，你可利用 **客戶** 或 **訂單參考編號** 篩選清單資料。你也可在按下 :guilabel:`報價單/訂單` " "之前，設定目標客戶，系統便會只顯示該客戶相關資料的清單。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "設定首期付款或清繳訂單" #: ../../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 "在銷售訂單清單中，選擇一張訂單以進行付款。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "銷售訂單及報價單的清單檢視畫面" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "你可選擇其中一項：" #: ../../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 "" "支付訂單 **部份** 款項：按一下 :guilabel:`套用首期付款`，輸入你希望客戶支付的首期付款的百分比。之後，按一下 " ":guilabel:`確定` 並繼續處理訂單。" #: ../../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 "**完全** 清繳訂單款項：按一下 :guilabel:`清繳訂單`，以支付銷售訂單的總額。" #: ../../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 "清繳銷售訂單款項後，已套用的首期付款，會自動從總金額中扣除。" #: ../../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 "序號及批次" #: ../../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 "利用 **序號** 及 **批次** ，你可追蹤產品動向。追蹤產品時，系統會根據最近一次移動，識別產品的位置。" #: ../../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 "" "要啟用產品追蹤功能，請前往 :menuselection:`POS 應用程式 --> 產品 --> 產品`。選擇需要的產品，然後在 " ":guilabel:`庫存` 分頁中，勾選 :guilabel:`按獨特序號追蹤` 或 :guilabel:`按批次追蹤` 方格。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "啟用追蹤功能設定" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "序號及批次匯入" #: ../../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 "" "你可在 POS 應用程式中，匯入產品序號。要執行此操作，請選擇包含追蹤產品的 **銷售訂單** 或 **報價單** 。然後，選擇「同意」載入已連結至 " ":abbr:`SO (銷售訂單 sales order)` 的產品 **批次或序號** 。" #: ../../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 "序號匯入彈出視窗" #: ../../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 "匯入的追蹤號碼會在追蹤產品下方顯示。你可按一下產品旁邊的清單檢視按鈕，以修改它們。" #: ../../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 "建立序號及批次" #: ../../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 "" "如果你的 POS 中有追蹤產品，該產品加入至購物車時，會開啟一個彈出視窗，你可在該處輸入或掃瞄產品的序號或批次號碼。要加入多件相同的追蹤產品，請按一下 " "**輸入** 以進行驗證及開始新資料行。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "加入新的序號及批次號碼" #: ../../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 "若使用數字鍵盤修改追蹤產品的數量，清單檢視畫面按鈕會變成紅色。按一下該按鈕可加入缺漏的批次及序號。" #: ../../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:`批次及序號` 是在追蹤產品時 :guilabel:`需要` 使用的資料，但不是強制設立。因此，就算有部份產品未獲分配編號，也 " "**不會** 阻礙完成銷售流程。" #: ../../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 "稍後發貨" #: ../../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 "" "**稍後發貨** " "功能讓你可先銷售產品，然後安排稍後出貨。舉例，若產品缺貨、數量過多而引致需要有貨運安排，或因任何原因導致客戶需要稍後才送貨，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 "" "要使用此功能，請首先 :ref:`前往 POS 設定 `，向下捲動至 :guilabel:`庫存` " "部分，並啟用 :guilabel:`允許稍後發貨`。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "settings to enable and configure the ship later feature" msgstr "啟用及配置稍後發貨功能的設定" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19 msgid "Once activated, you can:" msgstr "啟動功能後，你可以：" #: ../../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 "透過選擇 :guilabel:`倉庫`，選定產品的出貨地點。" #: ../../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 "設定 :guilabel:`特別路線`，或將此欄位留空，以使用預設路線。" #: ../../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 "" "定義 :guilabel:`運送政策`：如果產品可以單獨運送，請選擇 :guilabel:`盡快`。如果需要等待所有產品齊備才一次過送貨，可選擇 " ":guilabel:`所有產品齊備時`。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29 msgid "" ":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34 msgid ":ref:`Open a session ` and make a sale." msgstr ":ref:`開始一個操作時段 ` 並進行銷售。" #: ../../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 "在付款畫面，設定客戶並選擇 :guilabel:`稍後發貨`。" #: ../../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 "在顯示的彈出視窗中，設定發貨日期，然後按一下 :guilabel:`確認` 以繼續付款。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "selecting ship later at checkout." msgstr "結賬時選擇稍後發貨。" #: ../../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 "系統會即時建立由倉庫運送至送貨地址的送貨單。" #: ../../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 "要執行運送產品，所選客戶必須在系統內已有參考地址。" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "租賃" #: ../../content/applications/sales/rental.rst:5 msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "`Odoo 租賃：產品頁面 `_" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "`Odoo 教程：租賃 `_" #: ../../content/applications/sales/rental.rst:17 msgid "Rental Pricing" msgstr "租賃價格" #: ../../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 "" #: ../../content/applications/sales/rental.rst-1 msgid "Example of rental pricing configuration in Odoo Rental" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:42 msgid "Computing" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:46 msgid "Only one price line is used." msgstr "只會使用一個價格資料行。" #: ../../content/applications/sales/rental.rst:47 msgid "The cheapest line is selected." msgstr "會選擇最便宜的資料行。" #: ../../content/applications/sales/rental.rst:50 msgid "Consider the following rental pricing configuration for a product:" msgstr "假設為產品設定了以下租賃價格：" #: ../../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 星期：$500" #: ../../content/applications/sales/rental.rst:56 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "有客戶想租用該產品 8 天。租用價錢應如何計算？" #: ../../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 "" "建立訂單後，Odoo 會選擇第二行資料行，因為這是最便宜的選項。客戶須支付 3 個「3 天」租用價格，以覆蓋 8 天的租金，總計為 $750。" #: ../../content/applications/sales/rental.rst:64 msgid "Customer signature" msgstr "客戶簽名" #: ../../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 "" #: ../../content/applications/sales/rental.rst-1 msgid "Digital Documents settings in Odoo Rental" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:89 msgid "`Odoo Tutorials: Sign `_" msgstr "`Odoo 教學：電子簽名 `_" #: ../../content/applications/sales/rental.rst:94 msgid "Pickup and Return receipt" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst-1 msgid "Printing a Pickup and Return receipt in Odoo Rental" msgstr "" #: ../../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 銷售** 是協助你運行銷售流程（由報價單至銷售訂單）、交付已售產品，以及就售出貨品開立發票的應用程式。" #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "`Odoo 教學：銷售教程 `_" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "亞馬遜聯接器" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector features" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The Amazon Connector is able to:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "gift wrapping charges" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple marketplaces per seller account." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:33 msgid "Fulfilled By Merchant (FBM)" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:38 msgid "" "Shipping cost is computed by Amazon and included in the synchronized orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:42 msgid "Shipping done by Amazon." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:48 msgid "**Gift Wrapping**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:48 #: ../../content/applications/sales/sales/amazon_connector/features.rst:59 msgid "Handled by Amazon." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:54 msgid "**Stock Management**" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:54 msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:59 msgid "**Delivery Notifications**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:59 msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 msgid "Supported marketplaces" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:96 msgid "**North America region**" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Germany" msgstr "德國" #: ../../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 "法國" #: ../../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 "英國" #: ../../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 "荷蘭" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" "Orders are automatically fetched from Amazon, and synchronized in Odoo, at " "regular intervals." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 msgid "" "For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " "fetched." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 msgid "Force synchronization" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:56 msgid "Manage deliveries in FBM" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:116 msgid "" "Lastly, assign another stock location to the second registration of the " "account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:119 msgid "Invoice and register payments" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 msgid "Issue invoices" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "TaxCloud integration will be decommissioned in Odoo 17+." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 msgid "Register payments" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:161 msgid "Follow Amazon sales in sales reporting" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:173 msgid "It is also possible to perform reporting on a per-marketplace basis." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 msgid "" "First, remove the desired marketplace from the list of synchronized " "marketplaces." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:3 msgid "Amazon Connector configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:16 msgid "`Sell with Amazon `_" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:19 msgid "Connect Amazon Seller account to Odoo" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "A typical Amazon Account form page in the Odoo Sales application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:55 msgid "On the login page, log in to the desired Amazon seller account." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:110 msgid "Product tax configuration" msgstr "" #: ../../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 "" #: ../../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 連接器" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:96 msgid "Turn on eBay scheduled Actions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 msgid "Overview" msgstr "概覽" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 msgid "eBay URL" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 msgid "Quantity sold" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 msgid "Start date" msgstr "開始日期" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 msgid "Title" msgstr "標題" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 msgid "Subtitle" msgstr "小標題" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 msgid "Item condition" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 msgid "Category" msgstr "類別" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 msgid "Quantity on eBay" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 msgid "Duration" msgstr "時長" #: ../../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 "國家" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 msgid "Set up on eBay" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 msgid "Set up eBay developer account" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 msgid "Set up eBay keyset" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 msgid "Grant application access" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "" "Generated user token and API explorer link on the eBay developer console." msgstr "" #: ../../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 "" #: ../../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 "代碼(token)" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 msgid "User Token" msgstr "用戶令牌" #: ../../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 "開發者密鑰" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 msgid ":doc:`Create listings `" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 msgid ":doc:`Link existing listings `" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 msgid "Troubleshooting eBay connector" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 msgid "Accept account deletion notifications" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 msgid "Verify the installation of Odoo is up to date" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 msgid "Update Odoo to the latest release" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 msgid "Update the list of available modules" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 msgid "Install the eBay Connector - Account Deletion update" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "首期付款" #: ../../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 "首期付款（或稱預先付款、訂金）是買方在簽訂銷售合約時首先支付的部份款項。首期付款表示雙方（賣方及買方）都肯完全承諾履行合約。" #: ../../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 "" "透過支付首期付款，買方支付所欠總金額的一部份，同時同意稍後支付剩餘金額。反過來說，賣方在接受首期付款後，會開始向買方提供商品或服務，並相信買方稍後將支付剩餘金額。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 msgid "Create invoices" msgstr "建立發票" #: ../../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 "" "銷售訂單獲確認後，你可透過銷售訂單表單左上角的 :guilabel:`建立發票` 按鈕，建立新的發票。按下後，系統會顯示 " ":guilabel:`建立發票` 彈出視窗。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "Create invoices pop-up form that appears in Odoo Sales." msgstr "在 Odoo 銷售應用程式中顯示的建立發票彈出表單。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:24 msgid "" "Invoices are automatically created as drafts, so they can be reviewed before" " validation." msgstr "發票會自動建立為草稿，因此可在驗證之前，先進行審核。" #: ../../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 "在 :guilabel:`建立發票` 彈出視窗中，:guilabel:`建立發票` 欄位有 3 個選項可供選擇：" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid ":guilabel:`Regular invoice`" msgstr ":guilabel:`一般發票`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:30 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:42 msgid ":guilabel:`Down payment (percentage)`" msgstr ":guilabel:`首期付款（百分比）`" #: ../../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 ":guilabel:`首期付款（固定金額）`" #: ../../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 "若選擇 :guilabel:`一般發票`，其他欄位將消失，因為這些欄位只與配置首期付款相關。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:38 msgid "Initial down payment request" msgstr "初次首期付款請求" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:40 msgid "" "On the :guilabel:`Create invoices` pop-up form, the down payment options " "are:" msgstr "在 :guilabel:`建立發票` 彈出表單中，有以下首期付款選項：" #: ../../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 "" "在彈出表單的 :guilabel:`建立發票` 欄位中選擇了所需的首期付款選項後，請在 :guilabel:`首期付款金額` " "欄位設定相關金額。該處可設定百分比數值或一個固定金額。" #: ../../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 "" "然後，在 :guilabel:`收入賬戶` 欄位中，為發票選擇適當的收入賬戶。之後，如有需要，請在 :guilabel:`客戶稅項` " "下拉式欄位中選擇稅項金額。" #: ../../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 "建立發票彈出表單，當中的首期付款欄位已填寫資訊。" #: ../../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 "" "完成填寫所有欄位的所需資訊後，按一下 :guilabel:`建立草稿發票` 按鈕。按下此按鈕後，Odoo 將顯示 :guilabel:`客戶發票草稿`。" #: ../../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 "" "在 :guilabel:`客戶發票草稿` 的 :guilabel:`發票資料行` 分頁中，剛才在 :guilabel:`建立發票` " "彈出表單中配置的首期付款，會以 :guilabel:`產品` 形式顯示。" #: ../../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 "在 Odoo 內，首期付款在客戶發票草稿的發票資料行分頁中，作為產品顯示。" #: ../../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 "按下 :guilabel:`發票資料行` 分頁中的 :guilabel:`首期付款` 產品時，Odoo 會顯示該首期付款的產品表單。" #: ../../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 "" "預設情況下，為發票產生的首期付款產品的 :guilabel:`產品類型`，會設為 :guilabel:`服務`，而 :guilabel:`發票政策` " "會設為 :guilabel:`預繳/固定價格`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Down payment product form with service product type and invoicing policy " "field." msgstr "首期付款產品表單，內有「服務」產品類型及發票政策欄位。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 msgid "This product can be edited/modified at any time." msgstr "此項產品可隨時編輯/修改。" #: ../../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 "若選擇 :guilabel:`基於交付數量（手動）` 作為 :guilabel:`發票政策`，則暫時 **無法** 建立發票。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:86 msgid "Example: request 50% down payment" msgstr "例子：要求 50% 首期付款" #: ../../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 "" "以下例子假設產品（例如 :guilabel:`有門貯物櫃`）要求支付 50% 的首期付款，而 :guilabel:`發票政策` 設定為 " ":guilabel:`訂購數量`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:0 msgid "Cabinet with doors product form showcasing various details and fields." msgstr "有門貯物櫃產品表單，展示各項細節及欄位。" #: ../../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，前往 :menuselection:`銷售應用程式 --> 新增`，為報價單加入一名新的 :guilabel:`客戶`。" #: ../../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 "" "之後，按一下 :guilabel:`訂單資料行` 分頁中的 :guilabel:`加入產品`，然後選擇 :guilabel:`有門貯物櫃` 產品。" #: ../../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 "" "訂單確認時（透過按下 :guilabel:`確認` 按鈕），報價單會轉換為銷售訂單。此情況發生後，你可按一下 " ":guilabel:`建立發票`，建立並查看發票。" #: ../../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 "已在 Odoo 銷售應用程式中確認的有門貯物櫃銷售訂單。" #: ../../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 "" "之後，在出現的 :guilabel:`建立發票` 彈出視窗中，選擇 :guilabel:`首期付款（百分比）`，然後在 " ":guilabel:`首期付款金額` 欄位中，輸入 `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:`收入賬戶` 及 :guilabel:`客戶稅項` 欄位都 *並非* 必填。如果先前的首期付款請求已預先配置這些資料，這些欄位便 " "*不會* 出現。" #: ../../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 "" "想知更多資訊，請查看有關 :ref:`首期付款客戶稅項修改 ` 及 :ref:`首期付款收入賬戶修改 ` 的使用說明。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:124 msgid "" "Lastly, click :guilabel:`Create Draft Invoice` to create and view the " "invoice draft." msgstr "最後，按一下 :guilabel:`建立草稿發票`，以建立及查看發票草稿。" #: ../../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 "" "按下 :guilabel:`建立草稿發票` 後，會顯示該草稿發票，當中包括 :guilabel:`發票資料行` 分頁中顯示為 " ":guilabel:`產品` 的首期付款。" #: ../../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 "" "你可在該處按一下 :guilabel:`確認`，以確認並過賬發票。確認發票後，其狀態會由 :guilabel:`草稿` 變為 " ":guilabel:`已過賬`，頁面頂部亦會顯示一系列新按鈕。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "Odoo 銷售應用程式中，提及的首期付款草稿發票範例。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:137 msgid "" "From those buttons, the payment can be registered by clicking " ":guilabel:`Register Payment`." msgstr "其中，按下 :guilabel:`登記付款` 可將付款登記。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "展示已確認客戶發票上的「登記付款」按鈕。" #: ../../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 "" "按下後，系統會顯示 :guilabel:`登記付款` 彈出表單，該表單會自動填入所需資訊。請確認所提供的資訊正確，必要時作出修改。完成後，按一下 " ":guilabel:`建立付款` 按鈕。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment pop-up window with create payment button." msgstr "展示登記付款彈出視窗，當中有「建立付款」按鈕。" #: ../../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 "按下 :guilabel:`建立付款` 後，Odoo 會顯示客戶發票，發票右上角現在會有一個綠色的 :guilabel:`付款中` 橫幅。" #: ../../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 "右上角顯示綠色「付款中」橫幅的客戶發票。" #: ../../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 "現在，當客戶想要支付訂單的剩餘金額時，必須建立另一張發票。要執行此操作，請透過麵包屑連結，返回銷售訂單。" #: ../../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 "" "回到銷售訂單後，:guilabel:`訂單資料行` 分頁會顯示一個新的 :guilabel:`首期付款` 部分，以及剛才已開立發票及過賬的首期付款。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payments section in the order lines tab of a sales order." msgstr "銷售訂單的訂單資料行分頁中，首期付款的部分。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:168 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "之後，按一下 :guilabel:`建立發票` 按鈕。" #: ../../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 "" "在出現的 :guilabel:`建立發票` 彈出視窗中，有兩個新的欄位：:guilabel:`已開立發票` 及 :guilabel:`待開立發票金額`。" #: ../../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 "Odoo 銷售應用程式中，建立發票彈出視窗內的扣除首期付款選項。" #: ../../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 "" "若已準備好支付剩餘金額，請選擇 :guilabel:`一般發票` 選項。Odoo " "會按照完成整項付款所需的剩餘付款金額，建立確切金額的發票，該剩餘付款金額會在 :guilabel:`待開立發票金額` 欄位中顯示。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:181 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "準備好後，按一下 :guilabel:`建立草稿發票`。" #: ../../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 "" "系統會顯示另一個 :guilabel:`客戶發票草稿` 頁面，在 :guilabel:`發票資料行` 分頁中，列出該銷售訂單的 *全部* " "發票。每個發票資料行項目會顯示與每張發票相關的所有必要資訊。" #: ../../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，請按一下 :guilabel:`確認`，此操作會將發票狀態由 :guilabel:`草稿` 變為 :guilabel:`已過賬`。然後，按 " ":guilabel:`登記付款`。" #: ../../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 "畫面會再次出現 :guilabel:`登記付款`，當中所有欄位都已自動填入必要資訊，包括訂單待支付的剩餘金額。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second register payment pop-up form in Odoo sales." msgstr "Odoo 銷售應用程式中，第二次出現的登記付款彈出表單。" #: ../../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 "" "確認資料正確後，按一下 :guilabel:`建立付款`。系統會顯示最終的 :guilabel:`客戶發票`，右上角會有一個綠色的 " ":guilabel:`付款中` 橫幅。此外，兩筆首期付款都會在 :guilabel:`發票資料行` 分頁中顯示。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "Odoo 銷售應用程式中，顯示「付款中」橫幅的第二張首期付款發票。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:205 msgid "At this point, the flow is now complete." msgstr "此時，全部流程已完成。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:208 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "就算選用 :guilabel:`固定金額` 首期付款選項，也可依照此流程操作。" #: ../../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 "若於使用 :guilabel:`已交付數量` 發票政策的產品上一併使用首期付款，向客戶開立發票時，將 **無法** 扣除首期付款金額。" #: ../../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 "原因是根據發票政策，必須在交付產品 *之後* 才會建立最終發票。" #: ../../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 "若未交付任何貨品，系統會建立一張 :guilabel:`貸記單`，並會取消在首期付款後建立的草稿發票。" #: ../../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 "" "要運用 :guilabel:`貸記單` 選項，必須先安裝 *庫存* 應用程式，用作確認交貨。否則，可以直接在銷售訂單上，以人手手動輸入已交貨數量。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "Customer taxes modification on down payments" msgstr "首期付款客戶稅項修改" #: ../../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 "" "若要修改首期付款的收入賬戶及客戶稅項，請前往 :guilabel:`產品` 頁面（:menuselection:`銷售應用程式 --> 產品 --> " "產品`），在搜尋列中搜尋 `首期付款` 產品，然後選擇它，以顯示產品的詳細資訊頁面。" #: ../../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 "" "在 :guilabel:`首期付款` 產品頁面的 :guilabel:`一般資訊` 分頁中，可以在 :guilabel:`客戶稅項` 欄位修改客戶稅項。" #: ../../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 "如何修改連結至首期付款的收入賬戶。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:244 msgid "Income account modification on down payments" msgstr "首期付款收入賬戶修改" #: ../../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 "若要變更或修改 :guilabel:`首期付款` 產品頁面的收入賬戶，必須先安裝 *會計* 應用程式。" #: ../../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 "" "安裝 *會計* 應用程式後，產品頁面將顯示 :guilabel:`會計` 分頁供使用。若未安裝 *會計* 應用程式，用戶將 **無法** 存取該分頁。" #: ../../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 "" "在 :guilabel:`會計` 分頁中，你可在 :guilabel:`應收款項` 部分的 :guilabel:`收入賬戶` 欄位中，更改收入賬戶。" #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "向客戶重新開立開支發票" #: ../../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 "為客戶執行專案工作期間，員工不時需要先自掏腰包，支付與專案相關的各種費用及開支。" #: ../../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 "" "舉例，員工為客戶提供上門服務時，可能需要動用自己的錢，先墊支酒店住宿費用。以公司的角度而言，這筆費用應該向客戶重新開立發票。有了 Odoo " "系統，各項與專案相關的開支及費用，都可快速向客戶重新開立發票。" #: ../../content/applications/sales/sales/invoicing/expense.rst:13 msgid "Expenses application" msgstr "開支應用程式" #: ../../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 "要使用向客戶重新開立開支發票的功能， **必須** 先安裝 *開支* 應用程式。" #: ../../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 "" "要安裝 *開支* 應用程式，請前往 :menuselection:`Odoo 主Dashboard --> 應用程式`，然後在 *開支* " "應用程式區塊上，按一下 :guilabel:`安裝`。按下後，Odoo 會安裝該應用程式，重新載入頁面，並返回 Odoo 主Dashboard。" #: ../../content/applications/sales/sales/invoicing/expense.rst:22 msgid "Add expenses to sales orders" msgstr "將開支/費用加入至銷售訂單" #: ../../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 *銷售* 應用程式中確認銷售訂單，這類訂單可加入重新開立發票的開支。或者，你可從頭開始建立新的銷售訂單。要執行此操作，請前往 " ":menuselection:`銷售應用程式 --> 新增`，系統會顯示一張空白的報價單。" #: ../../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 "" "之後，加入 :guilabel:`客戶`，並按下 :guilabel:`加入產品`，將產品加入至 :guilabel:`訂單資料行` " "分頁。然後，從下拉式選單中選擇產品。" #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "最後，按一下 :guilabel:`確認` 以確認銷售訂單。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "這是已確認的銷售訂單在 Odoo 銷售應用程式中的外觀。" #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "銷售訂單確認後，就要建立開支了。" #: ../../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 "要執行此操作，請前往 :menuselection:`Odoo 主Dashboard --> 開支`，並導航至 *開支* 應用程式。" #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "" "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank" " expenses form." msgstr "之後，在 *開支* Dashboard中，按一下 :guilabel:`新增`，以顯示一張空白的開支表單。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "Odoo 開支應用程式中的空白開支表單。" #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "" "On the expenses form, add a :guilabel:`Description` to easily reference the " "expense." msgstr "在開支表單加入 :guilabel:`描述`，讓你日後可輕易查找這是甚麼費用。" #: ../../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 "然後，在 :guilabel:`類別` 欄位中，從下拉式選單選擇以下其中一個選項：" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid "" ":guilabel:`Communication`: any form of communication related to a " "project/order." msgstr ":guilabel:`通訊`：與專案項目或訂單相關、任何形式的溝通。" #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid "" ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr ":guilabel:`其他`：不屬於任何其他類別的開支。" #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr ":guilabel:`餐飲`：與專案項目或訂單相關、任何形式的餐飲/餐膳開支。" #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr ":guilabel:`禮品`：與專案項目/訂單相關、任何形式的禮物開支。" #: ../../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`：與專案項目或訂單相關、任何形式的行程里程（例如汽油）成本。" #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid "" ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs " "related to a project/order." msgstr ":guilabel:`旅遊及住宿`：與專案項目或訂單相關、任何旅程或住宿的費用。" #: ../../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 "" "你可在開支表單建立新的開支類別，方法是按一下 :guilabel:`類別` 欄位的下拉式選單，選擇 :guilabel:`查看全部`，然後在 " ":guilabel:`搜尋：類別` 彈出視窗中，按一下 :guilabel:`新增`。" #: ../../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 "Odoo 開支應用程式中，空白開支表單的「搜尋：類別」開支彈出視窗。" #: ../../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 "" "在此範例流程中（要為酒店短暫住宿費用，向客戶重新開立發票），此例子的 :guilabel:`類別` 應\n" "為 :guilabel:`[TRANS \\& ACC] 旅遊及住宿`。" #: ../../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 "下列範例需要 *銷售* 、 *會計* 及 *開支* 應用程式，以檢視/修改工作流程中提及的所有欄位。" #: ../../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:`類別` 欄位下方的 :guilabel:`總計` 欄位中，輸入要報銷的開支金額。" #: ../../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 "" "之後，設定 :guilabel:`總計` 金額是否 :guilabel:`連稅`。如果 :guilabel:`包括的稅項` " "欄位中選擇了預先配置的稅額，Odoo 會根據 :guilabel:`總計` 欄位中輸入的金額，自動計算稅款金額。" #: ../../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 "" "之後，選擇負責該項開支的 :guilabel:`員工`，並在 :guilabel:`付款者` 欄位中選擇一個選項：:guilabel:`員工（待發還）`" " 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 "在這種情況下，我們的員工用了自己的錢支付酒店費用，因此應選擇 :guilabel:`員工（待發還）` 選項。" #: ../../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 "" "在開支表單右方，你可選擇加入 :guilabel:`賬單參考`。在該處下方，也可使用自動填入的 :guilabel:`開支日期` 及 " ":guilabel:`賬戶` 欄位。" #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "" "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, " "if needed." msgstr "如有需要，可修改 :guilabel:`開支日期` 及 :guilabel:`賬戶` 欄位。" #: ../../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 "" "之後，在 :guilabel:`要重新開立發票的客戶` " "欄位中，按一下空白欄位，以顯示下拉式選單。在此下拉式選單中，選擇此項開支/費用應附加至的適當銷售訂單。要向客戶重新開立開支發票， **必須** " "填寫此欄位。" #: ../../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 "" "最後，可以選擇修改 :guilabel:`分析分佈` 及 :guilabel:`公司` 欄位。向客戶重新開立開支發票時，這些欄位 *並非* " "必須填寫，但可以根據需要進行修改。" #: ../../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 "此外，在開支表格底部，有一個 :guilabel:`備註⋯` 部份。如有需要，可在該處加入與此項費用相關的任何註釋。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "Odoo 開支應用程式中填寫的開支費用表格。" #: ../../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 "在開支表單頂部，有 :guilabel:`附加收據`、:guilabel:`建立報表` 及 :guilabel:`分拆開支` 等按鈕。" #: ../../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 "如果開支應附有實體或數碼收據，請按一下 :guilabel:`附加收據`。" #: ../../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 "如果需要分拆此費用的成本，請按一下 :guilabel:`分拆開支`。使用此功能的原因可以有很多（與其他員工分擔費用、適應不同的稅率等）。" #: ../../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 "如果這兩個選項都不需要，請按一下 :guilabel:`建立報告`，以鎖定剛剛配置的開支報告。" #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "" "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "這樣做會顯示新費用的 :guilabel:`開支報告摘要`。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "Odoo 開支應用程式中的開支報告摘要。" #: ../../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 "在此處，確認與費用相關的詳細資訊後，按一下 :guilabel:`提交給經理`。這會將開支報告傳送給審批經理，讓他審核費用。" #: ../../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 "" "負責審核和批准費用的經理，將會檢查與費用相關的詳細資料。如果沒有問題，他們將會按下 :guilabel:`批准` 按鈕。該按鈕 *只會* " "員工提交給經理的 :guilabel:`開支報告摘要` 檢視畫面中出現。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary that a manager will approve with an Approve " "button." msgstr "經理將透過「批准」按鈕批准的開支報告摘要。" #: ../../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 "" "如果獲得批准，:guilabel:`開支報告摘要` 頂部的按鈕會再次變更。此時，:guilabel:`開支報告摘要` " "頂部的按鈕會是：:guilabel:`過賬日記賬記項`、:guilabel:`下期工資單才報告`、:guilabel:`拒絕` 及 " ":guilabel:`重設為草稿`。" #: ../../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 "開支報告摘要，表格頂部有過賬日記賬記項按鈕。" #: ../../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 "若經理滿意 :guilabel:`開支報告摘要`，會按下 :guilabel:`過賬日記賬記項`。" #: ../../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 "" "按下 :guilabel:`過賬日記賬記項` 後，該按鈕會消失，而 :guilabel:`開支` 分頁中的 :guilabel:`分析分配` " "欄位，將會填入最初為 :guilabel:`要重新開立發票的客戶` 欄位中的開支配置的銷售訂單。" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 msgid "Reinvoice expense" msgstr "為開支重新開立發票" #: ../../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 "完成這些步驟後，就可以返回銷售訂單，以完成向客戶重新開立開支發票了。" #: ../../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 "" "要執行此操作，請前往 :menuselection:`Odoo 主Dashboard --> " "銷售應用程式`，然後選擇應為開支重新開立發票的相應銷售訂單。" #: ../../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 "" "在銷售表單上，新配置的費用現在會位於 :guilabel:`訂單資料行` 分頁內，並已填寫了 :guilabel:`已交付` 直欄，準備好開立發票。" #: ../../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 "已配置開支的銷售訂單，已準備好在「訂單資料行」分頁中開立發票。" #: ../../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 "確認費用詳情後，按一下銷售訂單頂部的 :guilabel:`建立發票`。按下時，會出現 :guilabel:`建立發票` 彈出視窗。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A create invoices pop-up window that appears when the Create Invoice is " "clicked." msgstr "按下「建立發票」時會出現「建立發票」彈出視窗。" #: ../../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 "" "在此彈出視窗中，將 :guilabel:`建立發票` 欄位保留為預設的 :guilabel:`一般發票` 選項，然後按一下 " ":guilabel:`建立草稿發票`。" #: ../../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 "這樣做會顯示 :guilabel:`客戶發票草稿`，並 *只會* 在 :guilabel:`發票資料行` 分頁內顯示費用。" #: ../../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 "客戶發票草稿，其中費用位於表單的發票資料行分頁中。" #: ../../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 "" "如果與費用相關的所有資訊均正確，請按一下 :guilabel:`確認` 以確認發票。這樣做會將發票的狀態，由 :guilabel:`草稿` 變更為 " ":guilabel:`已過賬`。" #: ../../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 "" "若要將發票傳送給客戶，請按一下 :guilabel:`傳送並列印`。這樣做會顯示一個 :guilabel:`傳送` " "彈出視窗，其中包含預先配置的訊息，以及在訊息正文中包括 PDF 發票。如有需要，你可核實和修改訊息內容。" #: ../../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 "" "準備好後，按一下 :guilabel:`傳送並列印`，將發票傳送給客戶。按下後，彈出視窗會消失，而 Odoo " "會將訊息/發票發送給客戶。此外，系統也會自動下載 PDF 格式的發票，供保存記錄及/或列印之用。" #: ../../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 "在 :guilabel:`客戶發票` 上，當客戶支付發票費用時，請按一下 :guilabel:`登記付款` 按鈕。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "客戶發票上有可供點按的登記付款按鈕" #: ../../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 "" "按下 :guilabel:`登記付款` 時，會出現 :guilabel:`登記付款` " "彈出視窗。在此彈出視窗中，必要的欄位會自動填入正確的資訊。檢查資訊後，請按一下 :guilabel:`建立付款`。" #: ../../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 "Odoo 銷售應用程式中，客戶發票上的登記付款彈出視窗。" #: ../../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 "" "按下 :guilabel:`建立付款` 後，彈出視窗會消失，發票右上角會出現綠色的 :guilabel:`已付款` " "橫幅，表示發票已全額付款。至此，整個工作流程完成。" #: ../../content/applications/sales/sales/invoicing/expense.rst:227 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`time_materials`" #: ../../content/applications/sales/sales/invoicing/expense.rst:228 msgid ":doc:`milestone`" msgstr ":doc:`milestone`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "根據已交付或已訂購數量開立發票" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "不同公司的不同商業政策，可能需要不同的開立發票選項：" #: ../../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 **銷售** 應用程式中，預設模式是使用「 *按訂購數量開立發票* 」規則，意思是銷售訂單一經確認後，就會向客戶開立發票。" #: ../../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 "" "至於「 *按交付數量開立發票* " "」規則，會在完成交付後，才向客戶開立發票。此規則通常是由大量銷售材料、液體或食品的企業採用。在這些情況下，訂購數量可能會與交付數量略有不同，因此最好按實際交付數量開立發票。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "能夠有不同的發票選項，為不同企業提供更大靈活性。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "發票政策功能" #: ../../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 "" "要啟動必要的開立發票政策功能，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，然後在 " ":guilabel:`開立發票` 標題下，選擇一項 :guilabel:`發票政策` 規則：:guilabel:`按訂購數量開立發票` 或 " ":guilabel:`按交付數量開立發票`。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "在 Odoo 銷售應用程式中選擇發票政策。" #: ../../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 "" "請注意，若選用 :guilabel:`按交付數量開立發票` 規則，便 **無法** 啟動 :guilabel:`自動發票` " "功能，因為該功能是在確認線上付款時自動產生發票的。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "產品表單的發票政策" #: ../../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 "" "在任何產品頁面上，你可在 :menuselection:`銷售應用程式 --> 產品 --> 產品Dashboard` 的 " ":guilabel:`一般資訊` 分頁下，找到 :guilabel:`發票政策` 選項。你可使用下拉式選單手動更改它。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "如何在 Odoo 銷售應用程式的產品表單上，更改發票政策。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "對銷售流程的影響" #: ../../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 "" "在 Odoo *銷售* " "應用程式中，基本銷售流程是從建立報價單開始。然後，報價單會發送給客戶。之後，客戶需要確認報價單，此操作會將報價單轉換為銷售訂單。經歷這一輪程序後，會建立了一張發票。" #: ../../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 "下文解說發票政策規則會如何影響上述銷售流程：" #: ../../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 ":guilabel:`按訂購數量開立發票`：對基本銷售流程沒有影響。銷售一經確認，就會建立發票。" #: ../../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 "" ":guilabel:`按交付數量開立發票`：對銷售流程影響輕微，因為最終交貨數量，需要以人手在銷售訂單上手動輸入。或者，可考慮安裝 *庫存* " "應用程式，以便在 *銷售* 應用程式建立發票之前，透過庫存操作確認交付數量。" #: ../../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 "" "若未驗證交付數量便嘗試建立發票，系統會出現以下錯誤訊息：:guilabel:`沒有可開立發票的資料行。如果產品使用交付數量發票政策，請確保已有交付數量。`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "選用「交付數量」發票政策時，請確保已有交付數量。" #: ../../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 "" "確認報價單、報價單狀態由 :guilabel:`報價已傳送` 更改為 :guilabel:`銷售訂單` " "後，即可直接在銷售訂單內查看已交付及已開立發票的數量。不論選用哪種發票政策規則，都是如此。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "如何在 Odoo 銷售應用程式中查看已交付及已開立發票的數量。" #: ../../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 "" "報價單獲確認時，Odoo 會自動將數量加入至發票中，包括 :guilabel:`已交付` 及 :guilabel:`已開立發票` " "的數量，即使只執行了部份交付。" #: ../../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 "" "最後，建立發票時有幾種不同的選項可用：包括 :guilabel:`一般發票`、:guilabel:`首期付款（百分比）` 以及 " ":guilabel:`首期付款（固定金額）`。" #: ../../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 "" "請參閱首期付款選項的使用說明，以了解更多詳情：:doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "按專案里程碑開立發票" #: ../../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 "" "基於已達成的專案里程碑去開立發票的方法，可用於昂貴或大規模的專案項目。專案內的一系列里程碑，代表明確的工作順序，確保專案及/或合約能夠完成。" #: ../../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 "" "這種開立發票方法，可確保公司在專案歷時的整個生命周期內，獲得穩定的資金流。客戶除了可分期支付大額賬單（而不是一次過支付）之外，還可藉此密切監控專案的每個進展階段。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "建立里程碑產品" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "" "In Odoo, each milestone of a project is considered as an individual product." msgstr "在 Odoo 中，專案的每個里程碑，都被視為單獨的「產品」。" #: ../../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 "" "要建立及/或將產品設定至這樣運作，請先前往 :menuselection:`銷售應用程式 --> 產品 --> 產品`。然後，按一下某項產品，或按 " ":guilabel:`新增` 建立新產品。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:22 msgid "" "The option to invoice based on milestones is only available for certain " "product types." msgstr "按里程碑開立發票的選項，只限部份產品類型可用。" #: ../../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 "" "在產品表單的 :guilabel:`一般資訊` 分頁下，:guilabel:`產品類型` 欄位 **必須** " "設為以下任何一項：:guilabel:`服務`、:guilabel:`活動門票`、:guilabel:`活動展位` 或 :guilabel:`課程`。" #: ../../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 "發票政策欄位的下拉式選單，當中包括產品表單的選項。" #: ../../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 "" "選擇任何 :guilabel:`產品類型` 選項後，在 :guilabel:`發票政策` 下拉式選單中，選擇 :guilabel:`基於里程碑`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:39 msgid "Beneath that is the :guilabel:`Create on Order` field." msgstr "該選項的下方是 :guilabel:`按訂單建立` 欄位。" #: ../../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 "為確保工作流程盡可能無縫流暢，建議在 :guilabel:`按訂單建立` 欄位中選擇選項。" #: ../../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 "" "若保留為預設的 :guilabel:`不使用` 選項，不會對所需的工作流程產生負面影響。但是，之後便 *必須* " "在包含該特定產品的銷售訂單表單內，直接建立專案項目。建立專案 *之後* ，才可建立及配置里程碑和任務。" #: ../../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 "在 :guilabel:`按訂單建立` 欄位按下預設選項 :guilabel:`不使用` 時，系統會顯示一個下拉式選單，當中包含以下選項：" #: ../../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 ":guilabel:`任務`：當訂購此特定產品時，Odoo 會在 *專案管理* 應用程式中，建立與此里程碑產品相關的任務。" #: ../../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 ":guilabel:`專案及任務`：當訂購此特定產品時，Odoo 會在 *專案管理* 應用程式中，建立與此里程碑產品相關的專案及任務。" #: ../../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 ":guilabel:`專案`：當訂購此特定產品時，Odoo 會在 *專案管理* 應用程式中，建立與此里程碑產品相關的專案。" #: ../../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 "" "選取 :guilabel:`任務` 時，系統會顯示 :guilabel:`專案` 欄位。在此欄位中，為這項新建立的任務選擇應該連結至 *專案管理* " "應用程式中的哪個現有專案項目。" #: ../../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 "「按訂單建立」欄位選取了「任務」選項時，會出現「專案」欄位。" #: ../../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 "" "選擇 :guilabel:`專案及任務` 或 :guilabel:`專案` 時，系統會顯示兩個新欄位：:guilabel:`專案範本` 及 " ":guilabel:`工作區範本`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project template and workspace template fields that appear on milestone " "product." msgstr "顯示在里程碑產品上的專案範本及工作區範本欄位。" #: ../../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:`專案範本` 欄位提供範本選項，供訂購此特定產品時建立的專案使用。" #: ../../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:`工作區範本` 欄位亦提供範本選項，供工作區使用（適用於 *文件管理* 應用程式，而非 *專案管理* " "應用程式）。訂購此特定產品時，系統會自動為專案產生該工作區。" #: ../../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 "" "要進行整理，請按一下產品表單上的 :guilabel:`銷售` 分頁，然後在 :guilabel:`銷售描述` " "欄位輸入自訂的「里程碑」相關描述符。此資訊會在銷售訂單的 :guilabel:`訂單資料行` 分頁的 :guilabel:`描述` 欄位中顯示。" #: ../../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 "或者，直接編輯/修改銷售訂單的 :guilabel:`訂單資料行` 分頁上的 :guilabel:`描述` 欄位。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:90 msgid "This is *not* a requirement." msgstr "這 *並非* 必須操作。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "為里程碑開立發票" #: ../../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 "" "以下流程以三項里程碑產品為例。這些產品的 :guilabel:`產品類型` 已設為 :guilabel:`服務`，而 :guilabel:`按訂單建立`" " 欄位選擇了 :guilabel:`任務`。" #: ../../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 "表單上「按訂單建立」欄位選擇了「任務」、產品類型為「服務」的產品。" #: ../../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 "之後，該些任務會附加至現存的 :guilabel:`專案` 項目。在本例中，該專案項目的標題為 :guilabel:`品牌重塑計劃`。" #: ../../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 "" "若要為里程碑開立發票，請使用里程碑產品，建立銷售訂單。要執行此操作，請前往 :menuselection:`銷售應用程式 --> " "新增`。系統會顯示一張空白的報價單。" #: ../../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 "" "在此報價單中，加入所需的 :guilabel:`客戶`，然後按一下 :guilabel:`訂單資料行` 分頁中的 " ":guilabel:`加入產品`。之後，將里程碑產品加入至 :guilabel:`訂單資料行` 分頁。" #: ../../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 "加入相應的里程碑產品後，按一下 :guilabel:`確認` 以確認訂單。此操作會將報價單轉換為銷售訂單。" #: ../../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 "確認訂單後，根據在產品表單的 :guilabel:`按訂單建立` 欄位中所選取的項目，銷售訂單頂部會顯示一系列新的智慧按鈕。" #: ../../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 "" "在銷售訂單中，按一下 :guilabel:`里程碑` 智慧按鈕。系統會顯示一個空白的 :guilabel:`里程碑` 頁面。按一下 " ":guilabel:`新增` 以加入里程碑。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "Adding milestones to a sales order with milestone products." msgstr "將里程碑加入至具有里程碑產品的銷售訂單。" #: ../../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 "" "為里程碑輸入一個 :guilabel:`名稱`。之後，將其套用至相應的 :guilabel:`銷售訂單項目`。最後，如有需要，可以為里程碑指定一個 " ":guilabel:`截止日期`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:129 msgid "Repeat that process for all milestone sales order items." msgstr "其後，你可對所有里程碑銷售訂單項目，重複上述流程。" #: ../../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 "" "之後，使用麵包屑返回銷售訂單。在銷售訂單中，按一下 :guilabel:`任務` 智慧按鈕。系統會顯示 :guilabel:`任務` " "頁面，當中包含每個銷售訂單項目的任務，並在 :guilabel:`按訂單建立` 欄位中指定該選項。" #: ../../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 "在具有里程碑產品的銷售訂單中，透過智慧按鈕存取範例任務頁面。" #: ../../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 "" "若要手動將已配置的里程碑指派給任務，請按一下所需的任務，系統會顯示任務表單。在任務表單上的 :guilabel:`里程碑` " "欄位中，選擇該任務應連結的適當里程碑。" #: ../../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 銷售應用程式中，處理里程碑產品時在任務表單上的里程碑欄位。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:147 msgid "Repeat this process for all milestone tasks." msgstr "為所有里程碑任務重複此程序。" #: ../../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 "正確配置該些任務後，員工除了可加入與任務相關的任何備註外，還可在執行任務期間記錄進度。" #: ../../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 "然後，當任務完成時，表示里程碑已經達到，屆時便是時候為這項里程碑開立發票了。" #: ../../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 "" "要為里程碑開立發票，請先返回銷售訂單：可透過麵包屑連結，或前往 :menuselection:`銷售應用程式 --> 訂單 --> " "訂單`，然後選擇適當的銷售訂單。" #: ../../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 "返回銷售訂單表單後，按一下 :guilabel:`里程碑` 智慧按鈕，然後為該項任務，勾選 :guilabel:`已達成` 直欄的方格。" #: ../../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 "使用里程碑智慧按鈕標記里程碑的情況。" #: ../../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 "之後，返回銷售訂單：可按一下 :guilabel:`里程碑` 頁面上的 :guilabel:`查看銷售訂單`，或透過麵包屑連結返回。" #: ../../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 "回到銷售訂單後，已達成的里程碑的資料行項目，其 :guilabel:`已交付` 直欄會已經填寫。那是因為里程碑已經達到，即已經交付。" #: ../../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 "已達成的里程碑產品，在 Odoo 中的銷售訂單上標記為已交付。" #: ../../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 "按一下左上角的 :guilabel:`建立發票`。系統會顯示 :guilabel:`建立發票` 彈出視窗。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The create invoices pop-up window that appears when create invoice button is" " clicked." msgstr "按下建立發票按鈕時，會出現建立發票彈出視窗。" #: ../../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 :guilabel:`建立發票` 彈出視窗中，將 :guilabel:`建立發票` 選項保留為預設的 :guilabel:`一般發票` " "選項，然後按一下 :guilabel:`建立草稿發票` 按鈕。" #: ../../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 "" "按下 :guilabel:`建立草稿發票` 後，Odoo 會顯示 :guilabel:`客戶發票草稿`，當中在 :guilabel:`發票資料行` " "分頁中， *只會* 顯示已達成的里程碑。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A customer invoice draft showing only the milestone product that's been " "reached." msgstr "客戶發票草稿，當中只顯示已達成的里程碑產品。" #: ../../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 "" "在此發票頁面中，按一下 :guilabel:`確認` 按鈕，以確認發票。然後，當客戶為該里程碑支付費用後，按一下 :guilabel:`登記付款`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:198 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears." msgstr "按下 :guilabel:`登記付款` 時，系統會顯示 :guilabel:`登記付款` 彈出視窗。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Register Payment pop-up window that appears when Register Payment is " "clicked." msgstr "按下「登記付款」時出現的「登記付款」彈出視窗。" #: ../../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 "在此彈出視窗中，確認自動填入欄位的資料是否準確，然後按一下 :guilabel:`建立付款`。" #: ../../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 "" "按下後，彈出視窗會消失，Odoo 會返回該里程碑的發票。發票右上角現在會有一個綠色的 :guilabel:`付款中` 橫幅，此橫幅表示發票已付款。" #: ../../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 "已付款、顯示「付款中」橫幅的具有里程碑產品的發票。" #: ../../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 "" "然後，透過麵包屑連結返回銷售訂單。回到銷售訂單後，在 :guilabel:`訂單資料行` 分頁中，已開立發票及收到付款的已達成里程碑，其 " ":guilabel:`已開立發票` 直欄現在會已填寫。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Invoiced column of a milestone product that's been paid for is filled." msgstr "已付款的里程碑產品，其「已開立發票」直欄已經填寫。" #: ../../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 "銷售訂單頂部還有一個新的 :guilabel:`發票` 智慧按鈕。按下該按鈕會顯示與此銷售訂單相關的所有發票。" #: ../../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 "在具有里程碑的銷售訂單頂部顯示的發票智慧按鈕。" #: ../../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 "其他里程碑在處理及之後完成時，只需重複上述過程即可。" #: ../../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 "你之後可繼續該過程，直至整個專案項目完成、所有里程碑都已開立發票，而且整張訂單已全額清付。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:237 msgid ":doc:`proforma`" msgstr ":doc:`proforma`" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "形式發票" #: ../../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 "**形式發票** 是在交付貨物之前發送，內容縮略或屬估計的發票。它會註明貨物的種類、數量、價值，以及其他重要資訊，例如重量及運輸費用。" #: ../../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 "" "形式發票通常用作提供報價的初步發票，也會在進口過程中，用於海關清關用途。它們與普通發票不同，因為它們 **不是** 一種付款要求（或請求）。" #: ../../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 "要使用形式發票， **必須** 先啟動 *形式發票* 功能。" #: ../../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 "" "要啟用此功能，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，然後在 :guilabel:`報價單及訂單` " "部分中，按一下 :guilabel:`形式發票` 旁的勾選方格。然後，按一下 :guilabel:`儲存` 以儲存所有變更。" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "Odoo 銷售應用程式中的形式發票功能設定。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:27 msgid "Send pro-forma invoice" msgstr "傳送形式發票" #: ../../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 "" "啟動 :guilabel:`形式發票` 功能後，現在可透過 :guilabel:`發送形式發票` " "按鈕，在任何報價單或銷售訂單上，使用發送形式發票的選項。" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "Odoo 銷售應用程式中，典型銷售訂單上的「發送形式發票」按鈕。" #: ../../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 "定期訂購計劃及已發送首期付款發票的訂購， **不可** 再就銷售訂單或報價單發送形式發票。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** " "appear." msgstr "如屬上述其中一種情況，系統 **不會** 顯示 :guilabel:`發送形式發票` 按鈕。" #: ../../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 "但是，你仍 **可以** 針對服務、活動註冊、課程及/或新的定期訂購計劃，發送形式發票。形式發票並非只限於實體貨品、消耗品或可儲存商品。" #: ../../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 "按下 :guilabel:`發送形式發票` 按鈕時，系統會顯示一個彈出視窗，該處可發送電子郵件。" #: ../../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 "" "在該彈出視窗中，:guilabel:`收件者` 欄位會預先自動填入銷售訂單或報價單的客戶。如有需要，你可修改電子郵件的 :guilabel:`主題` " "欄位及正文內容。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "" "The pro-forma invoice is automatically added as an attachment to the email." msgstr "形式發票將以電郵附件方式，自動附加至郵件。" #: ../../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 "準備好後，按一下 :guilabel:`傳送`，Odoo 會立即將附有形式發票的電子郵件傳送給客戶。" #: ../../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 "Odoo 銷售應用程式中顯示的電子郵件彈出視窗，當有附有形式發票附件。" #: ../../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 "" "若要預覽形式發票的外觀，請按一下電子郵件彈出視窗底部的 PDF， *之後才* 按 " ":guilabel:`傳送`。按下後，系統會立即下載形式發票。你可開啟該 PDF 以查看（並審核）形式發票。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "Odoo 銷售應用程式中的形式發票 PDF 範例。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "根據工時及用料開立發票" #: ../../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 "基於工作時間及/或所用材料開立的發票，通常會用於無法準確估計規模的專案，或專案要求可能會有變化的情況。" #: ../../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 "" "這種做法與固定價格合約不同。在固定價格合約中，客戶同意支付一個指定的總金額，換取供應商履行合約。無論供應商需要向員工、分包商、其他供應商等支付多少費用，客戶支付的總額都不變。" #: ../../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 "在 Odoo *銷售* 應用程式中，你可針對工時及各種其他費用（例如交通、住宿等），以及履行訂單所需的採購開支，向客戶開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "應用程式及設定配置" #: ../../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，為了準確追蹤專案進度，須安裝 Odoo *專案* 及 *會計* 應用程式。" #: ../../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 "" "要安裝 *專案管理* 應用程式，請前往 :menuselection:`Odoo 主Dashboard --> 應用程式`。然後，在 " ":guilabel:`應用程式` 頁面上，找出 :guilabel:`專案管理` 應用程式區塊，並按一下 " ":guilabel:`啟動`。頁面會自動重新載入並返回 Odoo 主Dashboard， *專案管理* 應用程式現時已可存取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "重複相同的步驟，以安裝 *會計* 應用程式。" #: ../../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 "" "安裝後，按一下 Odoo 主Dashboard中的 :guilabel:`會計` 應用程式圖示，然後前往 :menuselection:`配置 --> " "設定`。在 :guilabel:`設定` 頁面上，向下捲動至 :guilabel:`分析` 部分，然後確保 :guilabel:`分析會計` " "旁邊的方格已選取。" #: ../../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 會計設定頁面中，啟動分析會計設定的情況。" #: ../../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 "然後，按一下 :guilabel:`儲存` 以儲存所有變更。" #: ../../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 "" "然後，前往 :menuselection:`Odoo 主Dashboard --> 專案管理應用程式 --> 配置 --> 設定`。在 " ":guilabel:`設定` 頁面的 :guilabel:`時間管理` 部分中，確保 :guilabel:`工時表` 功能旁邊的方格已選取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "What the Timesheets feature looks like on the Odoo Project settings page." msgstr "Odoo 專案設定頁面上，工時表功能的畫面。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "服務產品配置" #: ../../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 "啟動 *專案管理* 應用程式中的 *工時表* 功能後，現在可以為專案所花費的工時開立發票，但事先 **必須** 進行以下產品配置。" #: ../../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 "**只限** 產品表單已將 *產品類型* 設為 *服務* 的產品，才可根據專案所花費工時開立發票。" #: ../../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 "" "要設定服務產品，請先前往 :menuselection:`銷售應用程式 --> 產品 --> 產品`。在 :guilabel:`產品` " "頁面，選擇需要設定的服務產品，或按一下 :guilabel:`新增` 建立新產品。" #: ../../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 "" "在產品表單的 :guilabel:`一般資訊` 分頁中，將 :guilabel:`產品類型` 設為 :guilabel:`服務`。然後，開啟 " ":guilabel:`發票政策` 欄位的下拉式選單，選擇 :guilabel:`根據工時表`。" #: ../../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 "" "之後，在 :guilabel:`按訂單建立` 下拉式選單中，選擇 " ":guilabel:`專案及任務`。此設定表示，當使用此特定服務產品建立銷售訂單時，會在 *專案管理* 應用程式中建立一個新專案及任務。" #: ../../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 "服務產品的發票政策及按訂單建立欄位的正確設定。" #: ../../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 "" "你可從 :guilabel:`按訂單建立` 下拉式選單中，選擇 :guilabel:`任務` 選項。若選擇了 :guilabel:`任務`，請在 " ":guilabel:`專案` 欄位中選擇該任務將會出現的現有專案。（:guilabel:`專案` 欄位只會在 :guilabel:`按訂單建立` " "欄位選擇了 :guilabel:`任務` 時，才會出現。）" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "銷售訂單加入已花費工時" #: ../../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 "為服務產品正確配置 *發票政策* 及 *按訂單建立* 選項後，可以在銷售訂單加入已花費工時的資訊。" #: ../../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 "" "要查看實際效果，請前往 :menuselection:`銷售應用程式 --> 新增`，開啟空白報價單，並加入 :guilabel:`客戶`，然後在 " ":guilabel:`訂單資料行` 分頁中按一下 :guilabel:`加入產品`，從下拉式選單中，選擇已正確 :ref:`配置的服務產品 " "`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "之後，按一下 :guilabel:`確認` 以確認訂單。" #: ../../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 "確認銷售訂單後，訂單表單頂部會出現兩個智慧按鈕：:guilabel:`專案` 及 :guilabel:`任務`。" #: ../../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 "Odoo 銷售應用程式中，銷售訂單上專案及任務智慧按鈕的外觀。" #: ../../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 "" "按下 :guilabel:`專案` 智慧按鈕後，會顯示與此銷售訂單相關的專案。按下 :guilabel:`任務` " "智慧按鈕後，則會顯示與此銷售訂單相關的專案任務。兩者都可在 *專案管理* 應用程式中存取。" #: ../../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 "要在銷售訂單加入已花費工時，請按一下 :guilabel:`任務` 智慧按鈕。" #: ../../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 "" "在任務表單上，選擇 :guilabel:`工時表` 分頁。在 :guilabel:`工時表` " "分頁中，可將員工分配至專案上工作。員工在任務上花費的時間，可由員工或建立銷售訂單的人員加入。" #: ../../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 "" "要加入員工及完成該任務所花費的時間，請按一下 :guilabel:`工時表` 分頁中的 :guilabel:`加入資料行`。然後，選擇適當的 " ":guilabel:`日期` 及 :guilabel:`員工`。你也可在 :guilabel:`描述` " "直欄中，加入此期間所完成工作的簡短描述，但這並非必須。" #: ../../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 "" "最後，在 :guilabel:`已花費時數` 欄位中，輸入執行任務的已工作時間，然後按一下其他地方，以完成在 :guilabel:`工時表` " "分頁中輸入該資料行的操作。" #: ../../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:`已花費時數` 欄位輸入的時間數值，會立即以百分比形式，在 :guilabel:`已分配時間` " "欄位（位於任務表單頂部附近）反映。該欄位表示到目前為止，獲分配的總工作時間已用了多少。" #: ../../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 "" "這項資訊也可在 :guilabel:`工時表` 分頁底部的 :guilabel:`已花費時數` 及 :guilabel:`剩餘時數` " "欄位中找到，以小時數表示。" #: ../../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 "Odoo 銷售及 Odoo 專案管理應用程式內，任務表單上的工時表分頁顯示情況。" #: ../../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 "你可按照專案上有多少員工及工作了多少時間，重複相同的操作流程。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "為已花費工時開立發票" #: ../../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 "" "將所有必要的員工及已花費工時加入至專案任務後，請返回銷售訂單，為這些時數向客戶開立發票。要執行此操作，請在任務表單頂部按一下 " ":guilabel:`銷售訂單` 智慧按鈕，或透過螢幕左上角的麵包屑連結，返回銷售訂單。" #: ../../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 "" "返回銷售訂單表單後，已加入至任務的工時會在 :guilabel:`訂單資料行` 分頁顯示（在 :guilabel:`已交付` " "直欄），亦會在銷售訂單頂部新顯示的 :guilabel:`已記錄時間` 智慧按鈕內顯示。" #: ../../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 "" "要為專案已花費的工時向客戶開立發票，請按一下 :guilabel:`建立發票`，然後在 :guilabel:`建立發票` 彈出視窗中，選擇 " ":guilabel:`一般發票`，再按 :guilabel:`建立草稿發票`。" #: ../../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 "系統會顯示 :guilabel:`客戶發票草稿`，在 :guilabel:`發票資料行` 分頁中清楚顯示所有已完成的工作。" #: ../../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 "" "要留意 :guilabel:`客戶發票` 內的 :guilabel:`分析分佈` " "直欄，因為必須要有這項資訊，才可確保其他基於時間/材料的發票任務已正確及準確地完成。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "Odoo 銷售應用程式中，顯示銷售訂單已花費工時的發票草稿。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "" "Click :guilabel:`Confirm` to confirm the invoice and continue with the " "invoicing process." msgstr "按一下 :guilabel:`確認` 以確認發票及繼續開立發票流程。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "開支費用配置" #: ../../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 "為了追蹤與銷售訂單相關的開支/費用並開立發票，必須事先安裝 Odoo *開支* 應用程式。" #: ../../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 "" "要安裝 *開支* 應用程式，請前往 :menuselection:`Odoo 主Dashboard --> 應用程式`。然後，在 " ":guilabel:`應用程式` 頁面上，找出 :guilabel:`開支` 應用程式區塊，再按一下 :guilabel:`啟動`。" #: ../../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 "頁面會自動重新載入並返回 Odoo 主Dashboard，:guilabel:`開支` 應用程式現時已可存取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:184 msgid "Add expenses to sales order" msgstr "在銷售訂單加入開支" #: ../../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 "" "要將開支/費用加入銷售訂單，請先前往 :menuselection:`開支` 應用程式。然後，在 *開支* 程式的主Dashboard中，按一下 " ":guilabel:`新增`，系統會顯示一張空白的開支表單。" #: ../../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 "" "在開支表單上，為開支/費用加入 :guilabel:`描述`（例如：`酒店住宿`、`機票`），然後在 :guilabel:`類別` " "欄位中，從下拉式選單選擇合適的選項（例如：:guilabel:`餐飲`、:guilabel:`里程`、:guilabel:`交通及住宿`）。" #: ../../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 "開支類別資料可在 :menuselection:`開支應用程式 --> 配置 --> 開支類別` 新增及修改。" #: ../../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 "" "然後，在 :guilabel:`總計` 欄位中輸入開支總額，以及任何可能適用的 :guilabel:`包括稅項`。之後，請確保選擇了正確的 " ":guilabel:`員工`，以及在 :guilabel:`已付款者` 欄位指定已代為支付開支的人：可以是 :guilabel:`員工（待發還）` 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 "" "之後，在 :guilabel:`重新開立發票客戶` 欄位中，從下拉式選單選擇適當的銷售訂單，並在 :guilabel:`分析分佈` " "欄位中，選擇相同的銷售訂單資訊。" #: ../../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 "" "**只限** 在銷售訂單包含根據 *工時表* 、 *里程碑* 或 *交付數量* 開立賬單的服務產品時，:guilabel:`分析分佈` " "欄位才會有相應的銷售訂單作為選項。" #: ../../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 系統內正確填寫附加至銷售訂單的開支表單。" #: ../../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 "" "若有任何收據需要上載並附加至開支，請按一下 :guilabel:`附加收據` 按鈕，然後將所需文件上載至開支中。收據 **並非** " "必須提交，但可能會影響該開支的報銷是否獲得批准。" #: ../../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 "輸入所有資訊後，按一下 :guilabel:`建立報告` 以建立開支報告，詳細列出剛才輸入的所有開支及費用資訊。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "How an Expense Report Summary looks in Odoo Expenses." msgstr "Odoo 開支應用程式中，開支報告摘要的外觀。" #: ../../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 "然後，可以選擇 :guilabel:`提交給經理` 以供批核。一旦獲得批准，便會顯示 :guilabel:`於下期工資單報告`。" #: ../../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 "" "此範例的完整流程是：選擇 :guilabel:`提交給經理`，然後經理按 :guilabel:`批准` 以批准該項開支報銷，並要按一下 " ":guilabel:`過賬日記賬記項`，以將開支過賬至會計日記賬。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:234 msgid "Invoice expenses" msgstr "發票開支" #: ../../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 "" "若要就 :ref:`銷售訂單開支 ` 向客戶開立發票，請透過 " ":menuselection:`銷售` 應用程式，或 :menuselection:`開支` " "應用程式中的開支報告，前往相關銷售訂單。在開支報告中，按一下頁面頂部的 :guilabel:`銷售訂單` 智慧按鈕。" #: ../../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 "" "如果開支報告已連結至銷售訂單，新配置的開支現在會在 :guilabel:`訂單資料行` 分頁中擁有自己的資料行，並且可以用作向客戶開立發票。" #: ../../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 "Odoo 銷售應用程式中，銷售訂單資料行分頁所顯示的開支及費用。" #: ../../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 "" "若要就銷售訂單的開支向客戶開立發票，請按一下 :guilabel:`建立發票`，在 :guilabel:`建立發票` 彈出視窗中選擇 " ":guilabel:`一般發票`，然後按一下 :guilabel:`建立草稿發票`。" #: ../../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 "系統會顯示該開支的 :guilabel:`客戶發票草稿`。之後，可照常完成開立發票流程。" #: ../../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 銷售應用程式中，為銷售訂單所產生的開支向客戶開立發票的樣本。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" msgstr "採購配置" #: ../../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 "若要就銷售訂單引致的採購項目，向客戶開立發票，必須事先安裝 Odoo *採購* 應用程式。" #: ../../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 "" "要安裝 *採購* 應用程式，請前往 :menuselection:`Odoo 主Dashboard --> 應用程式`。然後，在 " ":guilabel:`應用程式` 頁面上，找出 :guilabel:`採購` 應用程式區塊，並按一下 " ":guilabel:`啟動`。頁面會自動重新載入並返回 Odoo 主Dashboard，:guilabel:`採購` 應用程式現時已可存取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "在銷售訂單加入採購項目" #: ../../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 "" "若要將採購資料加入銷售訂單，必須先建立一張採購訂單。要建立採購訂單，請前往 :menuselection:`採購應用程式 --> " "新增`，以顯示一張空白的採購訂單表單。" #: ../../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，在採購訂單加入 :guilabel:`供應商`。然後在 :guilabel:`產品` 分頁，按一下 :guilabel:`其他直欄選項` " "下拉式選單。（該選單由兩條帶點的水平線表示，位於直欄標題的最右側。）在該下拉式選單中，選擇 :guilabel:`分析分佈`。" #: ../../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 採購應用程式的採購訂單表單上，新增分析分佈直欄。" #: ../../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 "" "將 :guilabel:`分析分佈` 直欄加入採購訂單表單 :guilabel:`產品` " "分頁的標題列後，請繼續將產品加入至採購訂單。要執行此操作，請按一下 " ":guilabel:`加入產品`，然後從下拉式選單選擇所需的產品。就每項要新增的產品，都重複此操作。" #: ../../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 "" "若要就銷售訂單的採購項目正確開立發票，採購訂單上的產品 **必須** 標記為 :guilabel:`可作開支報銷`，:guilabel:`發票政策` " "須設為 :guilabel:`已交付數量`，而產品表單的 :guilabel:`開支重新開立發票` 欄位要選擇 :guilabel:`按成本` 選項。" #: ../../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 "Odoo 中，要就銷售訂單開立發票的採購訂單的產品設定。" #: ../../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 "" "然後，為此採購訂單相關的銷售訂單，選擇適當的 :guilabel:`分析分佈` 作關聯。要執行此操作，請按一下空白的 :guilabel:`分析分佈` " "欄位，以顯示 :guilabel:`分析` 彈出視窗。" #: ../../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 "然後，在 :guilabel:`部門` 下拉式選單中，選擇關聯至銷售訂單的分析分佈，以為該採購項目在所需銷售訂單開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to select the Analytic Distribution department from a purchase order in " "Odoo." msgstr "如何從 Odoo 的採購訂單中選擇分析分佈部門。" #: ../../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 "" "完成在採購訂單的 :guilabel:`產品` 分頁中輸入所有資訊後，按一下 :guilabel:`確認訂單` 以確認訂單。之後，為產品收貨時，按一下 " ":guilabel:`接收產品`。此操作會建立一張收貨表單。" #: ../../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 "" "如果在驗證產品收貨之前，必須輸入任何序號/批次號碼，請在收貨表單上，按一下產品資料行最右側的 :guilabel:`詳細資料` " "圖示（以四條水平線表示）。" #: ../../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 "" "系統會顯示 :guilabel:`詳細操作` 分頁，該處可加入所需的 :guilabel:`批次/序號` 及 :guilabel:`已完成` " "的數量。完成後，按一下 :guilabel:`確認` 以確認資料。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:326 msgid "Then, click :guilabel:`Validate` to validate the purchase order." msgstr "然後，按一下 :guilabel:`驗證` 以驗證採購訂單。" #: ../../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 "" "之後，使用頁面頂部的麵包屑連結，返回採購訂單，然後按一下 " ":guilabel:`建立賬單`，以建立供應商賬單。該供應商賬單可用作向附加至銷售訂單上的客戶開立發票。" #: ../../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，要向客戶開立發票的採購訂單的供應商賬單草稿。" #: ../../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 "" "確認前，記得在 :guilabel:`供應商賬單草稿` 輸入 :guilabel:`賬單日期`。如果 *未有* 輸入 " ":guilabel:`賬單日期`，系統會顯示一個錯誤視窗，要求在確認之前輸入該資訊。" #: ../../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 "然後，按一下 :guilabel:`確認` 以確認供應商賬單，而賬單隨後會自動加入至銷售訂單中，可直接向相關客戶開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" msgstr "為採購項目開立發票" #: ../../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 "" "若要在銷售訂單上為採購項目向客戶開立發票，請先 :ref:`將採購項目加入至銷售訂單 `，然後在 :menuselection:`銷售` 應用程式中，前往所需的銷售訂單。" #: ../../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 "在附加採購訂單的銷售訂單上，所購買的產品現在會於 :guilabel:`訂單資料行` 分頁下有自己的產品資料行，而且可以開立發票。" #: ../../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 "銷售訂單上，將透過 Odoo 銷售應用程式向客戶開立發票的採購訂單產品。" #: ../../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 "" "若要向客戶就採購項目開立發票，只需按一下 :guilabel:`建立發票`，在 :guilabel:`建立發票` 彈出視窗中選擇 " ":guilabel:`一般發票`，然後按一下 :guilabel:`建立草稿發票`。" #: ../../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 "系統會顯示 :guilabel:`客戶發票草稿`，當中在 :guilabel:`發票資料行` 分頁中，顯示新加入的採購訂單產品。" #: ../../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，銷售訂單附有採購產品的客戶發票草稿。" #: ../../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 "" "要完成開立發票流程，請按一下 :guilabel:`確認` 以確認發票，然後在 :guilabel:`登記付款` 彈出表單中，按一下 " ":guilabel:`登記付款`。" #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3 msgid "Use eWallets and gift cards" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "電子錢包" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid "" ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallet program configuration page" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallets send and share buttons" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82 msgid "Gift cards" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106 msgid ":guilabel:`Program Name`: enter a name for the gift card program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114 msgid "" ":guilabel:`Currency`: select the currency to use for the gift card program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift card program configuration page" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift cards send and share buttons" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Discount and loyalty program template cards." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program options on the loyalty program form." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:80 msgid "Program types" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:82 msgid "" "The different :guilabel:`Program Types` available on the program form are:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "有條件規則" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rules & Rewards tab of the loyalty program form." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:115 msgid "The following options are available for configuring conditional rules:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "Conditional rules configuration window for a discount or loyalty program." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:144 msgid "Rewards" msgstr "獎勵" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:154 msgid "The following options are available for configuring rewards:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:160 msgid ":guilabel:`Free Product`:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:168 msgid ":guilabel:`Discount`:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:177 msgid ":guilabel:`Free Shipping`:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "Foreign currencies" msgstr "外幣" #: ../../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 "在 Odoo 內，你可利用價目表功能，管理多種外幣的價格。具體來說，Odoo 能夠處理總共 167 種貨幣。" #: ../../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 "若要在 Odoo *銷售* 應用程式中使用多種貨幣， **必須** 安裝 **會計** 應用程式。" #: ../../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 "設定" #: ../../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 "" "安裝 *會計* 應用程式後，可將外幣資料加入資料庫中。請前往 :menuselection:`會計應用程式 --> 配置 --> 設定`，捲動至 " ":guilabel:`貨幣` 部份，然後找出 :guilabel:`主要貨幣` 設定。" #: ../../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 "主要貨幣功能在 Odoo 會計應用程式的設定頁面上顯示的情況。" #: ../../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 "Odoo 會自動將「主要貨幣」設定為公司所在國家/地區的貨幣。" #: ../../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 "" "要變更公司的主要貨幣，請在 :guilabel:`貨幣` 欄位的下拉式選單中，選擇想要的貨幣，然後記得 :guilabel:`儲存` 變更。" #: ../../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 "" "為確保系統會自動更新貨幣匯率，請在 *會計* 應用程式的設定頁面，啟用 **自動貨幣匯率** 功能。（:menuselection:`會計應用程式 " "--> 配置 --> 設定 --> 貨幣部份`）" #: ../../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 "" "按一下 :guilabel:`自動貨幣匯率` 功能旁邊的勾選方格，在 :guilabel:`服務` " "欄位的下拉式選單中，選擇指定一間銀行以取得匯率，然後選擇更新的 :guilabel:`間隔` 頻率，並設定 :guilabel:`下次運行` 日期。" #: ../../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、編輯及新增貨幣" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How the main currencies page appears in Odoo Accounting." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" "建議為每種 :guilabel:`生效` 的貨幣，都 *最少* 建立一張價目表。請參閱 :doc:`./pricing` " "以了解更多有關配置價目表的資訊。" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89 msgid "Currency detail form" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a currency detail form looks in Odoo Accounting." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:123 msgid "Main currency detail form" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a main currency detail form looks in Odoo Accounting." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:137 msgid "Create new currency" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a blank currency detail form looks in Odoo Accounting." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle " "switch." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:171 msgid "Currency-specific pricelists" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:184 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr ":doc:`./pricing` 以了解更多有關配置價目表的資訊。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:187 msgid "Auto-conversion from public price" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198 msgid "Set product prices" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 ":doc:`./pricing`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "Pricelists, discounts, and formulas" msgstr "價目表、折扣及算式" #: ../../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 "Odoo *銷售* 應用程式具有很有用的「價目表」功能，可以進行客製化，以適應不同的獨特定價策略。" #: ../../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 "" "**價目表** （或稱價格表）是一張價格清單（或一套價格規則），Odoo " "會用以決定適合特定客戶的價格。價目表可設定為使用特定準則（例如時間段、最低售出數量等），在特定情況才套用某些價格或折扣。" #: ../../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 "價目表會建議某些價格，但無論如何，價格始終可以按個別銷售訂單修改，覆蓋價目表的價格。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14 msgid "Pricing strategy options" msgstr "定價策略選項" #: ../../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 "" "若要選擇定價策略，請先前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`。在 :guilabel:`定價` 部份中，按一下" " :guilabel:`價目表` 功能旁邊的勾選方格。" #: ../../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 "" "這樣做會在下方顯示兩個附加選項：:guilabel:`同一產品設定多項價格` 以及 " ":guilabel:`進階價格規則（折扣、算式）`。系統也會顯示一個標示為 :guilabel:`價目表` " "的連結，連結會指向獨立的價目表頁面，該處可以建立及修改價目表。" #: ../../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 ":guilabel:`同一產品設定多項價格`：提供選項，可為同一項產品設定多個不同價格。" #: ../../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 ":guilabel:`進階價格規則（折扣、算式）`：提供選項，可建立詳細的價格規則，並套用折扣、利潤率，及捨入取整。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "Odoo 銷售應用程式中，價目表功能設定的畫面。" #: ../../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 "按下 :guilabel:`價目表` 功能旁的勾選方格後，選擇這兩個選項的其中之一，然後按 :guilabel:`儲存`，以儲存所有變更。" #: ../../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 "" "啟動並儲存 :guilabel:`價目表` 功能後，:guilabel:`設定` 頁面會自動重新載入，請在此處選擇 :guilabel:`價目表` " "連結（位於 :guilabel:`設定` 頁面的 :guilabel:`價目表` 功能下方），或前往 :menuselection:`銷售應用程式 " "--> 產品 --> 價目表`。" #: ../../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 "選擇上述任何一個選項，都會顯示 :guilabel:`價目表` 頁面，該處可隨時建立及修改價目表。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "Odoo 銷售應用程式中，價目表頁面的外觀。" #: ../../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 ":guilabel:`公用價目表` 是 Odoo *銷售* 及 *電子商務* 應用程式使用的預設價目表。" #: ../../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 "" "在 :guilabel:`價目表` 頁面中，選擇需要編輯的價目表，或按一下 :guilabel:`新增` " "建立新的價目表。按下「新增」後，將顯示空白的價目表表單，可透過多種不同方式進行設定。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "Odoo 銷售應用程式中，價目表詳細資料表單的外觀。" #: ../../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 "建立新的價目表時，首先在表單頂部的空白欄位中，加入價目表的名稱。之後，選擇應使用的 :guilabel:`貨幣`。" #: ../../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 "" "然後，如果在多公司環境中工作，請在 :guilabel:`公司` " "欄位中，選擇此價目表應套用至哪一間公司。如果留空此欄位，價目表將會自動套用至資料庫中所有公司。" #: ../../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 "" "價目表表單上的 :guilabel:`價格規則` 分頁功能，會根據所選的 :guilabel:`價目表` 設定而有所不同：可以是 " ":guilabel:`同一產品設定多項價格` 或:guilabel:`進階價格規則（折扣、算式） `。" #: ../../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 "" "但是，無論選擇的 :guilabel:`價目表` 設定如何，:guilabel:`基於時間的規則` 分頁及 :guilabel:`配置` " "分頁始終都是一樣。" #: ../../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 "" "啟動 :guilabel:`同一產品設定多項價格` 設定後，價目表表單上的 :guilabel:`價格規則` " "分頁會提供選項，可把特定產品連同指定價格，加入至價目表上。" #: ../../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 "" "若要將特定產品及價格加入至價目表表單，請按一下 :guilabel:`價格規則` 分頁，然後按一下 :guilabel:`產品` 直欄中的 " ":guilabel:`新增資料行`。之後，選擇應套用特定價格的適用產品。" #: ../../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 "" "接下來，如有需要，請在 :guilabel:`變體` " "直欄下選擇產品變體（例如特定產品尺寸、顏色等）。如果沒有選擇任何變體，此價格將會適用於產品的所有款式和變體。" #: ../../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 "若必須最少購買某個最低數量，才可套用特定價格至相關產品，請在 :guilabel:`最低數量` 直欄輸入該數量。" #: ../../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 "" "若要為此特定價目表配置產品價格，請在 :guilabel:`價格` 直欄下，輸入所需的金額。然後，如有需要，可選擇為已配置的產品價格，加入 " ":guilabel:`開始日期` 及 :guilabel:`結束日期`。" #: ../../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 "" "如需加入另一行產品資料行，請再按一下 :guilabel:`新增資料行`，然後重複上述流程。價目表表單的 :guilabel:`價格規則` " "分頁可以新增的產品數目，沒有上限。" #: ../../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 "" "若想查看更多資訊，請參閱以下章節 :ref:`同一產品設定多項價格 `。" #: ../../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 "" "另一方面，啟動 :guilabel:`進階價格規則（折扣、算式）` 設定後，價目表表單上的 :guilabel:`價格規則` " "分頁會提供選項，可使用算式配置詳細價格規則。" #: ../../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 "" "請參閱 :ref:`進階價格規則（折扣、算式） ` " "部份，了解將進階價格規則加入價目表的詳細步驟。" #: ../../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 "Odoo 銷售應用程式中的自訂時間段彈出表單。" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:151 msgid "Configuration tab" msgstr "配置分頁" #: ../../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 "在 :guilabel:`配置` 分頁下，有一些選項可以用以進一步自訂價格表。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Configuration tab on pricelist detail form in Odoo Sales." msgstr "Odoo 銷售應用程式中，價目表詳細資料表單上的配置分頁。" #: ../../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 "" "在該處，你可在 :guilabel:`可用性` 部分下的 :guilabel:`國家/地區組別` " "欄位中，將某些國家/地區組別加入價目表。此欄位可以新增的國家/地區組別數目，沒有上限。" #: ../../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 "如果沒有為客戶設定國家/地區，Odoo 會採用第一個沒有設定國家/地區組別的價目表。" #: ../../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 "" "最後，可選擇新增一個 " ":guilabel:`電子商務促銷碼`。要新增促銷碼，請輸入想使用的促銷碼，這樣便可在結賬過程輸入代碼時，即使客戶不符合先前指定的條件，也可將價目表套用至該名客戶。" #: ../../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 "套用客戶價目表" #: ../../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 "雖然適用於所有客戶的預設價目表是 :guilabel:`公用價目表`，但 Odoo 亦可讓用戶在客戶的聯絡表單上，直接套用不同的價目表。" #: ../../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 "" "要執行此操作，請開啟所需客戶的聯絡表單，方法是前往 :menuselection:`銷售應用程式 --> 訂單 --> 客戶`，並從 " ":guilabel:`客戶` 主頁面中選擇客戶，或按一下銷售訂單上的客戶姓名。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "Odoo 銷售應用程式中的範例客戶詳細資料表單。" #: ../../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 "" "在所需客戶的聯絡資料表單上，請前往 :guilabel:`銷售及購買` 分頁下的 :guilabel:`銷售` 部份，從 :guilabel:`價目表`" " 欄位的下拉式選單中，指定要套用至該特定客戶的價目表。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "Odoo 銷售應用程式中，客戶詳細資料表單中的價目表欄位。" #: ../../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 "" "若要對某項產品套用多個價格，請在 *銷售* 應用程式設定頁面（:menuselection:`銷售應用程式 --> 配置 --> 設定`），啟用 " ":guilabel:`價目表` 功能，然後選擇 :guilabel:`同一產品設定多項價格` 選項，最後按一下 :guilabel:`儲存`。" #: ../../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 "" "接下來，使用產品表單，將價目表套用至特定產品。請前往 :menuselection:`銷售應用程式 --> 產品 --> 產品` " "並選擇需要套用多項價格的產品。從 :guilabel:`產品` 頁面中選擇產品，會在單獨的頁面上顯示該特定產品的產品表單。" #: ../../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 "在產品表單頂部，按一下 :guilabel:`額外價格` 智慧按鈕。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra prices smart button appears in Odoo Sales." msgstr "額外價格智慧按鈕在 Odoo 銷售應用程式中的顯示方式。" #: ../../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 "這樣做會顯示一個獨立的頁面，顯示該產品特定的 :guilabel:`價格規則`。在此處，可以隨時編輯或建立價格規則。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra price rules per product page appears in Odoo Sales." msgstr "產品頁面的額外價格規則在 Odoo 銷售應用程式中的顯示方式。" #: ../../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 "" "若要由此特定的 :guilabel:`價格規則` 頁面，為產品建立新的價格規則，請按一下 :guilabel:`新增`，以加入新的可自訂橫列。該列已在 " ":guilabel:`套用至` 直欄中，自動填入所需的產品。" #: ../../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 "接下來，使用 :guilabel:`價目表` 欄位中的下拉式選單，選擇此產品價格規則應套用至哪張 :guilabel:`價目表`。" #: ../../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 "" "若要由此頁面建立新的價目表，請在 :guilabel:`價目表` 直欄中，輸入新價目表所需的名稱，然後在下拉式選單中選擇 " ":guilabel:`建立`。所有價目表都可以隨時修改，方法是前往 :menuselection:`銷售應用程式 --> 產品 --> " "價目表`。你也可以在該特定的 :guilabel:`價目表` 頁面上，再建立新的價目表。" #: ../../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 "將所需的價目表加入至該列後，請為價格規則設定一個 :guilabel:`最低數量`。" #: ../../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 "" "如果 :guilabel:`最低數量` 欄位設為 `2`，表示價目表的新價格，會套用至購買 2 件或以上產品的訂單。因此理論上，假設單一產品的價格為 " "$100，如果可以將 :guilabel:`最低數量` 為購為 `2` 件的 :guilabel:`價格` 設為每件 $85，應可鼓勵客戶購買更多。" #: ../../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 "" "接下來，請在 :guilabel:`價格` 直欄中輸入所需的金額。然後，如有需要，請輸入產品價格規則的 :guilabel:`開始日期` 及 " ":guilabel:`結束日期`。" #: ../../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 "" "最後，如果在多公司環境中工作，請在 :guilabel:`公司` " "欄位中，選擇應套用此價格規則的公司。若將此欄位留空，表示價格規則會適用於資料庫中的所有公司。" #: ../../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 "按一下該列以外的位置，即可啟動 Odoo 的自動儲存功能，亦表示新建立的價格規則現在可以使用。" #: ../../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 "你可繼續根據需要，為每項產品加入獨特的價格規則，數目沒有上限。每項產品可以加入的價格規則數目，不設限制。" #: ../../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 "" "為特定產品設定價格規則後，屬於相應價格表的客戶，應該會自動看到已套用的新價格。已套用至個別產品的價格規則數目，也會在每項產品表單上的 " ":guilabel:`額外價格` 智慧按鈕中顯示。" #: ../../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 "" "若透過 :guilabel:`額外價格` " "智慧按鈕，將價格規則/價目表新增至產品，價目表本身也會反映這項資訊。同樣，若將特定產品的價格規則加入至價格表中，亦會透過 " ":guilabel:`額外價格` 智慧按鈕反映在產品表單上。" #: ../../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 "" ":guilabel:`進階價格規則（折扣、算式）` " "的價目表功能，讓你可根據折扣及算式，設定更改價格的規則。這些變更可以基於產品清單/目錄的價格、產品成本，或其他價目表的價格。" #: ../../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 "" "要使用折扣及算式的進階定價規則，請在 *銷售* 應用程式的設定頁面（:menuselection:`銷售應用程式 --> 配置 --> 設定`）啟用 " ":guilabel:`價目表` 功能，然後選擇 :guilabel:`進階價格規則（折扣、算式）` 選項，最後按一下 :guilabel:`儲存`。" #: ../../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 "" "啟動並儲存 :guilabel:`價目表` 功能後，:guilabel:`設定` 頁面將會自動重新載入，請在此處點選 :guilabel:`價目表` " "連結（位於 :guilabel:`設定` 頁面的 :guilabel:`價目表` 功能下方），或前往 :menuselection:`銷售應用程式 " "--> 產品 --> 價目表`。" #: ../../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 "在 :guilabel:`價目表` 頁面中，選擇要修改的價目表，或按一下 :guilabel:`新增` 按鈕以建立新的價目表。" #: ../../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 "" "在價目表表單的 :guilabel:`價格規則` 分頁下，按一下 :guilabel:`新增資料行` 以新增進階價格規則。這樣做會顯示一個 " ":guilabel:`建立價目表規則` 的彈出表單，該處可配置進階規則。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "建立價目表規則彈出表單在 Odoo 銷售應用程式中的外觀。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 msgid "Price computation" msgstr "價格計算" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "在此表單上，首先在三個 :guilabel:`計算` 選項之中，選擇其中一個：" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:347 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr ":guilabel:`固定價格`：價格會基於固定價格去計算。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:348 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr ":guilabel:`折扣`：價格會基於折扣去計算。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr ":guilabel:`算式`：價格會基於算式去計算。" #: ../../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 "選擇 :guilabel:`計算` 選項後，系統會在表單上顯示各選項的特定計算方法的欄位。" #: ../../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 "" "若選擇 :guilabel:`固定價格`，請在下方的 :guilabel:`固定價格` 欄位中，輸入所需的價格。若選擇 " ":guilabel:`折扣`，請在出現的 :guilabel:`折扣` 欄位中，輸入所需的折扣百分比。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "如果選擇 :guilabel:`算式`，系統會提供許多選項可供配置。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The various formula computation options present in Odoo Sales." msgstr "Odoo 銷售應用程式中提供的各種算式計算選項。" #: ../../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 "" "要配置 :guilabel:`算式` 計算選項，請先從 :guilabel:`基於` 欄位中，選擇一個選項：可以是 " ":guilabel:`銷售價格`、:guilabel:`成本` 或 " ":guilabel:`其他價目表`。此選項會決定進階價格規則的算式，將會基於甚麼數值計算。" #: ../../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 "之後，在 :guilabel:`折扣` 欄位中，設定應套用多少折扣。特別的是，可在此欄位設定「負折扣」，以套用加價。" #: ../../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 "" "假設要加入 100% 的加價（即是產品成本的 2 倍），並設最低利潤額為 $5，你可將 :guilabel:`基於` 欄位設為 " ":guilabel:`成本`，將 :guilabel:`折扣` 值設為 `-100`（負數），並將 :guilabel:`利潤額` 設為 " "`5`。這種定價方式在零售業很常見。" #: ../../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 "Odoo 銷售應用程式中，如何設定最低利潤額為 5 元、基於成本的加價。" #: ../../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 "" "然後，在 :guilabel:`額外費用` 欄位中，可指定對已計算折扣的金額，再加（或減）一個固定金額。之後，在 :guilabel:`捨入方式` " "欄位中，輸入所需的數字。此處的捨入方法，會將價格設定為欄位值的整數倍數。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "四捨五入會在折扣套用 *之後* ，以及加入附加費 *之前* 進行。" #: ../../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 "" "若想價格以 9.99 結尾，請將 :guilabel:`捨入方式` 設為 `10`，並將 :guilabel:`額外費用` 設為 `-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 "最後，在 :guilabel:`利潤額` 欄位中，指定必須高於基本價格的最低利潤金額。" #: ../../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 "完成所有與算式相關的配置後，Odoo 將在配置設定右側的藍色區塊中，提供算式範例。" #: ../../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 "" "例如，若要套用 20% 折扣，並將價格四捨五入至 9.99 結尾，請將 :guilabel:`基於` 欄位設為 :guilabel:`銷售價格`，將 " ":guilabel:`折扣` 欄位設為 `20`，:guilabel:`額外費用` 設為 `-0.01`，並將 :guilabel:`捨入方式` " "欄位設為 `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 "Odoo 銷售應用程式中提供 20% 折扣、價格四捨五入至 9.99 結尾的範例。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 msgid "Conditions" msgstr "條件" #: ../../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 ":guilabel:`建立價目表規則` 彈出表單的底部，是 :guilabel:`條件` 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 "在此處，請先為 :guilabel:`套用至` 欄位，選擇其中一個選項：" #: ../../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:`所有產品`：進階價目表規則會套用至所有產品。" #: ../../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:`產品類別`：進階價目表規則將套用於指定類別的產品。" #: ../../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:`產品`：進階價目表規則將套用於指定產品。" #: ../../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:`產品變體`：進階價目表規則將套用至指定的產品款式變體。" #: ../../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 "" "如果選擇 :guilabel:`所有產品` 以外的任何選項，系統會按照特定選項，顯示一個新的欄位，在該處必須選擇指定的 " ":guilabel:`產品類別`、:guilabel:`產品` 或 :guilabel:`產品變體`。" #: ../../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 "" "之後，請在 :guilabel:`最低數量` 欄位中，選擇要套用高級價目表規則的最低購買數量。最後，在 :guilabel:`有效期` " "欄位中，選擇價目表項目生效的日期範圍。" #: ../../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 "" "完成所有配置後，按一下 :guilabel:`儲存並關閉`，以儲存進階價目表規則，或按一下 " ":guilabel:`儲存並新增`，以立即在新的表單上，建立另一個進階價目表規則。" #: ../../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 "如果為某項特定產品設定了價格規則，並為該產品所屬的產品類別設定了另一個價格規則，Odoo 將會採用產品本身的規則。" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "Import products" msgstr "匯入產品" #: ../../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 *銷售* 應用程式提供用於匯入具有類別和變體產品的範本，該範本可以使用任何試算表軟體（Microsoft " "Excel、OpenOffice、Google Sheets 等）開啟和編輯。" #: ../../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 "正確填寫此試算表後，可以快速上載至 Odoo 資料庫。上載後，這些產品會立即在產品目錄中加入，即時可存取和編輯。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:12 msgid "Import template" msgstr "匯入範本" #: ../../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 "要匯入具有類別和款式變體的產品， **必須** 下載 *產品匯入範本* 。下載後，你可以調整和自訂範本，然後上傳回 Odoo 資料庫。" #: ../../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 "" "若要下載必要的匯入範本，請前往 :menuselection:`銷售應用程式 --> 產品 --> 產品`。在 :guilabel:`產品` " "頁面上，點選左上角的 :guilabel:`⚙️ (齒輪)` 圖示。這樣做會顯示一個下拉式選單。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" "From this drop-down menu, select the :guilabel:`Import records` option." msgstr "在下拉式選單中，選擇 :guilabel:`匯入記錄` 選項。" #: ../../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 "匯入記錄選項可在 Odoo 銷售應用程式中的產品頁面，按下齒輪圖示選擇。" #: ../../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 "" "選擇 :guilabel:`匯入記錄` 會顯示一個單獨的頁面，其中包含下載 :guilabel:`產品匯入範本` 的連結。按一下該連結，以下載範本。" #: ../../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 "範本下載完成後，開啟試算表檔案，以進行自訂。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:38 msgid "Customize product import template" msgstr "自訂產品匯入範本" #: ../../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 "下載並開啟匯入範本後，就可以修改其內容。但進行任何更改之前，有幾點需要在此操作過程中記住：" #: ../../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 "請放心刪除任何認為不需要的欄位。但是， *強烈* 建議保留 :guilabel:`內部參考` 欄位。" #: ../../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 "" "雖然並非強制，但為每個產品的 :guilabel:`內部參考` 欄位設定一個獨特識別碼（例如 " "`FURN_001`），在許多情況下會很有用，甚至可以協助舊軟體的試算表輕鬆過渡至 Odoo 系統。" #: ../../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，在更新匯入產品時，可以多次匯入相同的檔案，而不會建立重複項，從而提高匯入產品的管理效率及簡化工序。" #: ../../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 "請 **不要** 更改想要匯入直欄的標籤。否則，Odoo 將無法識別它們，要靠使用者在匯入畫面將它們手動配對。" #: ../../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 "" "如有需要，請隨意在範本試算表中新增直欄。但需要留意，這些欄位 **必須** 在 Odoo 中存在。如果 Odoo " "無法將欄名配對至欄位，可在匯入過程中手動配對。" #: ../../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 "" "在匯入已完成範本的過程中，Odoo 會顯示一個頁面，顯示新配置的產品範本試算表的所有元素，由 " ":guilabel:`檔案欄`、:guilabel:`Odoo 欄位` 及 :guilabel:`備註` 分隔。" #: ../../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 "" "若要手動將欄名與 Odoo 中的欄位配對，請按一下需要手動調整的 :guilabel:`檔案欄` 旁邊的 :guilabel:`Odoo 欄位` " "下拉式選單，然後從該下拉式選單中，選擇適當的欄位。" #: ../../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 "需要手動調整的欄位直欄旁邊的 Odoo 欄位下拉式選單。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:71 msgid "Import product template spreadsheet" msgstr "匯入產品範本試算表" #: ../../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 "" "自訂產品範本試算表後，返回 Odoo 產品匯入頁面，在該頁面中找出範本下載連結，然後按一下左上角的 :guilabel:`上載檔案` 按鈕。" #: ../../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 銷售應用程式中，匯入產品範本下載頁面的上載檔案按鈕。" #: ../../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 "然後，系統會出現一個彈出窗口，你應在該處選擇已完成的產品範本試算表檔案，將其上載至 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 "" "再之後，Odoo 會顯示一個頁面，展示新配置的產品範本試算表的所有元素，由 :guilabel:`檔案欄`、:guilabel:`Odoo 欄位` 及 " ":guilabel:`備註` 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 "上載產品範本後，Odoo 銷售應用程式中的匯入檔案頁面。" #: ../../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 "如有需要，可在此處手動將 :guilabel:`檔案欄` 分配給 :guilabel:`Odoo 欄位`。" #: ../../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 "為了確保一切設定正確，以及所有直欄及欄位都準確排列和配對，請按一下左上角的 :guilabel:`測試` 按鈕。" #: ../../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 "若所有設定都已正確排列並套用，Odoo 會在頁面頂部顯示藍色橫幅，通知使用者 :guilabel:`似乎一切有效`。" #: ../../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 "如果檔案欄輸入正確，會出現「似乎一切有效」訊息。" #: ../../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 "如果出現任何錯誤，Odoo 會在頁面頂部顯示一個紅色橫幅，當中提供有關問題在何處找到，以及如何修復這些問題的說明。" #: ../../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 "如果檔案欄與 Odoo 欄位不匹配，會顯示匯入錯誤訊息。" #: ../../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 "修復這些錯誤後，再次按一下 :guilabel:`測試`，以確保所有要處理的問題均已作出適當修正。" #: ../../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 "若需要上載其他產品範本試算表，請按一下 :guilabel:`載入檔案` 按鈕，選擇所需的產品範本試算表，然後重複以上步驟。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:117 msgid "When everything is ready, click the :guilabel:`Import` button." msgstr "一切準備就緒後，按一下 :guilabel:`匯入` 按鈕。" #: ../../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 "按下後，Odoo 會立即匯入這些產品，並顯示主產品頁面，在右上角顯示彈出訊息。此彈出訊息通知用戶，已成功匯入多少產品。" #: ../../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 "在 Odoo 銷售應用程式中，成功匯入產品後出現的彈出視窗。" #: ../../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 "此時，所有新匯入的產品都可以透過 :guilabel:`產品` 頁面去存取和編輯。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:131 msgid "Import relation fields, attributes, and variants" msgstr "匯入關係欄位、屬性及款式變體" #: ../../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 "" "需要留意的是，Odoo 物件始終會與許多其他物件相關。例如，一項產品會連結至產品類別、屬性、供應商等等類似性質的事物。這些關聯或連結，稱為「關係」。" #: ../../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 "要匯入產品關係， **必須** 先從它們自己的清單選單中，匯入相關物件的記錄。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:142 msgid "Relation fields" msgstr "關係欄位" #: ../../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 "" "Odoo " "的產品表單上，有許多欄位可以隨時修改和自訂。這些欄位是在產品表單的每個標籤下方。雖然這些欄位可直接在產品表單上輕鬆編輯，但也可以透過產品匯入的操作，去進行修改。" #: ../../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 "" "如上文所述，如果產品已存在於資料庫中，你 **只可** 為產品匯入相同性質的關係欄位。例如，如果使用者嘗試匯入具有 *產品類型* " "的產品，則該產品只能是資料庫中現存、已預先配置的產品類型之一，例如 *可儲存產品* 、 *消耗品* 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 "若要匯入產品匯入範本試算表上的關係欄位資訊，請在試算表新增欄位名稱，作為欄名/標題。然後，在適當的產品資料行上，新增所需的關係欄位選項。" #: ../../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 "" "輸入全部所需的關係欄位資訊後，請按照上述流程，儲存試算表並將其匯入資料庫（:menuselection:`銷售應用程式 --> 產品 --> 產品 " "--> ⚙️ (齒輪) 圖示 --> 匯入記錄 --> 上載檔案`）。" #: ../../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 "上載新配置關係欄位資訊的試算表後，按一下 :guilabel:`匯入`，Odoo 會返回 :guilabel:`產品` 頁面。" #: ../../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 "新更改/新修改的產品，以及新的關係欄位資訊完成匯入並上載後，你可在 :guilabel:`產品` 頁面找到新資訊。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:168 msgid "Attributes and values" msgstr "屬性及屬性值" #: ../../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 "Odoo 亦容許使用者匯入產品屬性及屬性值，供資料庫現存產品及/或匯入產品使用。" #: ../../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 "要匯入屬性及屬性值， **必須** 匯入並上載由屬性及屬性值專用的獨立試算表或 CSV 檔案，才可將它們用於其他產品。" #: ../../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 "" "屬性及屬性值試算表的欄名/標題，應如下所示：:guilabel:`屬性`、:guilabel:`顯示類型`、:guilabel:`變體建立模式` 及 " ":guilabel:`屬性值`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "An attributes and values spreadsheet template for imports." msgstr "用於匯入操作的屬性及屬性值試算表範本。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:184 msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." msgstr ":guilabel:`屬性`：屬性名稱（例如 `大小`）。" #: ../../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 ":guilabel:`顯示類型`：產品配置器中使用的顯示類型。有三種顯示類型選項：" #: ../../content/applications/sales/sales/products_prices/products/import.rst:188 msgid ":guilabel:`Radio`: values displayed as radio buttons" msgstr ":guilabel:`單選`：屬性值顯示為單選圓鈕" #: ../../content/applications/sales/sales/products_prices/products/import.rst:189 msgid ":guilabel:`Selection`: values displayed in a selection list" msgstr ":guilabel:`選單`：以選擇清單顯示屬性值" #: ../../content/applications/sales/sales/products_prices/products/import.rst:190 msgid ":guilabel:`Color`: values denoted as a color selection" msgstr ":guilabel:`顏色`：以顏色選擇表示屬性值" #: ../../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 ":guilabel:`變體建立模式`：套用至產品時，如何建立變體。有三種變體建立模式選項：" #: ../../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 ":guilabel:`即時`：將屬性及屬性值加入產品後，立即建立所有可能的款式變體" #: ../../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 ":guilabel:`動態`：每種款式變體 **只會** 在對應的屬性及屬性值新增至銷售訂單時，才會建立" #: ../../content/applications/sales/sales/products_prices/products/import.rst:199 msgid ":guilabel:`Never`: variants are **never** created for the attribute" msgstr ":guilabel:`永不`： **永遠不會** 為該屬性建立變體" #: ../../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 "如果有最少一種產品使用了某項屬性，便不可更改該屬性的 :guilabel:`變體建立模式`。" #: ../../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 ":guilabel:`屬性值`：與對應屬性相關的值。如果相同屬性有多個值，這些值需要在試算表中以單獨的資料行記載。" #: ../../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 "" "在試算表輸入並儲存所需的屬性及屬性值後，就可以將它們匯入並上載至 Odoo。要執行此操作，請前往 :menuselection:`銷售應用程式 --> " "配置 --> 屬性 --> ⚙️ (齒輪) 圖示 --> 匯入記錄 --> 上載檔案`。" #: ../../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 "" "上載包含新配置的屬性及屬性值試算表後，按一下 :guilabel:`匯入`，Odoo 將返回 :guilabel:`屬性` " "頁面。如有需要，可在該處查看和編輯這些新加入的屬性及屬性值。" #: ../../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 "如之前所述，將屬性及屬性值新增至 Odoo 資料庫後，它們可用於現有或匯入的產品。" #: ../../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 "產品款式變體" #: ../../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 "在資料庫配置產品屬性及屬性值後，可在產品匯入試算表中使用它們，為匯入的產品加入更多資訊及詳情。" #: ../../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 "" "要匯入具有產品屬性及屬性值的產品，必須使用特定的 :guilabel:`產品屬性`、:guilabel:`產品屬性值` 及 :guilabel:`名稱`" " 直欄，去配置產品匯入範本試算表。" #: ../../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 "還可以有其他直欄，但上述的直欄是 **必須** 使用的，以便正確匯入具有特定款式變體的產品。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "Product variants spreadsheet with product attributes and variants for import" " purposes." msgstr "產品變體試算表，其中包含用於匯入用途的產品屬性及款式變體。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:236 msgid ":guilabel:`Name`: product name" msgstr ":guilabel:`名稱`：產品名稱" #: ../../content/applications/sales/sales/products_prices/products/import.rst:237 msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" msgstr ":guilabel:`產品屬性`：屬性名稱" #: ../../content/applications/sales/sales/products_prices/products/import.rst:238 msgid "" ":guilabel:`Product Attributes / Values`: values pertaining to the " "corresponding attribute" msgstr ":guilabel:`產品屬性值`：與對應屬性相關的值" #: ../../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 "若要匯入多個值，請在產品匯入範本試算表中， **只用** 逗號分隔它們，而 **不是** 逗號後跟空格。例如：`家具,沙發,家居用品`。" #: ../../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 "" "在試算表輸入並儲存所需的產品及產品款式變體後，就可以將它們匯入並上載至 Odoo。要執行此操作，請前往 :menuselection:`銷售應用程式 " "--> 產品 --> 產品 --> ⚙️ (齒輪) 圖示 --> 匯入記錄 --> 上載檔案`。" #: ../../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 "" "上載新配置產品及產品變體的試算表後，按一下 :guilabel:`匯入`，Odoo 將返回 :guilabel:`產品` " "頁面。在該處，可以找到新加入的產品。" #: ../../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 "" "若要檢視和修改任何產品的屬性及款式變體，請在 :guilabel:`產品` 頁面選擇所需產品，然後按一下 :guilabel:`屬性及變體` 標籤。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:256 msgid ":doc:`variants`" msgstr ":doc:`款式變體`" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Product images with Google Images" msgstr "使用 Google 圖片設定產品圖片" #: ../../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 "在 Odoo 系統中擁有適當的產品圖片，是非常有用，原因有很多。不過，如果有大量產品需要加入圖像，處理上可能會非常耗時。" #: ../../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 "幸好，你可為 Odoo 資料庫配置 *Google 自訂搜尋* API，利用產品的條碼為產品搜尋圖片，提升效率。" #: ../../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 "要在 Odoo 資料庫使用 *Google 自訂搜尋* ，必須先正確配置資料庫及 Google API。" #: ../../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 "Google 的免費帳戶允許用戶每天選擇最多 100 張免費圖片。如果需要更多，需要購買收費升級。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Google API Dashboard" #: ../../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 "" "首先前往 `Google 雲端平台 API 及服務 ` 頁面，產生 " "Google 自訂搜尋 API 憑證，然後使用 Google 帳戶登入。之後，選取勾選方格以同意他們的服務條款，然後按一下 " ":guilabel:`同意並繼續`。" #: ../../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 "" "在該處，選擇（或建立）一個 API 專案，用作儲存憑證。首先為它命名一個容易記住的 :guilabel:`專案名稱`，選擇 " ":guilabel:`位置`（如有），然後按一下 :guilabel:`建立`。" #: ../../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 "" "在左方側邊欄選擇 :guilabel:`憑證` 選項後，按一下 :guilabel:`建立憑證`，然後從下拉式選單中，選擇 :guilabel:`API" " 金鑰`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform." msgstr "Google 雲端平台上的 API 及服務頁面。" #: ../../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 "" "這樣做會顯示一個 :guilabel:`API 金鑰已建立` 彈出視窗，當中包含自訂的 :guilabel:`API 金鑰`。請在彈出視窗中複製並儲存 " ":guilabel:`你的 API 金鑰`，稍後將會有用。複製金鑰並儲存以供日後使用之後，可按一下 :guilabel:`關閉` 以關閉彈出視窗。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The API key created pop-up window that appears." msgstr "會出現的「API 金鑰已建立」彈出視窗。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 msgid "On this page, search for `Custom Search API`, and select it." msgstr "在此頁面上，搜尋 `自訂搜尋 API`，然後選擇它。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "Google 雲端平台上包含「自訂搜尋 API」的搜尋列。" #: ../../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 "在 :guilabel:`自訂搜尋 API` 頁面中，按一下 :guilabel:`啟用` 以啟用 API。" #: ../../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 "Google 雲端平台上的「自訂搜尋 API」頁面，當中反白顯示「啟用」按鈕。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 msgid "Google Programmable Search dashboard" msgstr "Google 可編程搜尋Dashboard" #: ../../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 "" "之後，前往 `Google 可編程搜尋引擎 " "`_，然後按一下任何一個 :guilabel:`開始使用` " "按鈕。若尚未登入，請使用 Google 帳戶登入。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "附有「開始使用」按鈕的 Google 可編程搜尋引擎頁面。" #: ../../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 "" "在 :guilabel:`建立新搜尋引擎` 表單上，填寫搜尋引擎的名稱，以及搜尋引擎應搜尋的內容，並確保啟用 :guilabel:`圖片搜尋` 及 " ":guilabel:`安全搜尋`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "Create new search engine form that appears with search engine " "configurations." msgstr "與搜尋引擎配置一起顯示的「建立新搜尋引擎表單」。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 msgid "Validate the form by clicking :guilabel:`Create`." msgstr "按一下 :guilabel:`建立`，以驗證表格。" #: ../../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 "這樣做會顯示一個新頁面，標題為：:guilabel:`你的新搜尋引擎已建立`。" #: ../../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 "「你的新搜尋引擎已建立」頁面將顯示，並帶有複製代碼。" #: ../../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 "" "在此頁面中，按一下 :guilabel:`自訂` 以開啟 :menuselection:`概覽 --> 基本` 頁面。然後，將識別碼（ID）複製至 " ":guilabel:`搜尋引擎識別碼` 欄位。此識別碼是為 Odoo 配置所需要。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Basic overview page with search engine ID field." msgstr "附有搜尋引擎識別碼欄位的基本概覽頁面。" #: ../../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 "" "在 Odoo 資料庫內，前往 :menuselection:`設定應用程式` 並捲動至 :guilabel:`整合` 部份。在此處，勾選 " ":guilabel:`Google 圖片` 旁邊的方格，然後按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Google Images setting in the Odoo Settings app page." msgstr "Odoo 設定應用程式頁面中的 Google 圖片設定。" #: ../../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 "" "接下來，返回 :menuselection:`設定應用程式`，然後捲動至 :guilabel:`整合` 部份。然後，在 " ":guilabel:`Google 圖片` 功能下方的欄位中，輸入 :guilabel:`API 金鑰` 及 :guilabel:`搜尋引擎識別碼`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 msgid "Click :guilabel:`Save`." msgstr "按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "Product images in Odoo with Google Custom Search API" msgstr "在 Odoo 中使用 Google 自訂搜尋 API 產生的產品圖片" #: ../../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 "" "你可以為 Odoo 內的任何產品或產品款式變體，加入圖片。此操作可在任何能夠存取產品頁面的 Odoo 應用程式內完成（例如： *銷售* 、 *庫存* " "等應用程式）。" #: ../../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 "下文會逐步詳細介紹，如何在 Odoo *銷售* 應用程式中，利用 *Google 自訂搜尋 API* 將圖片指派給 Odoo 內的產品：" #: ../../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 "" "首先前往 *銷售* 應用程式中的 :guilabel:`產品` 頁面（:menuselection:`銷售應用程式 --> 產品 --> " "產品`）。或者，前往 *銷售* 應用程式中的 :guilabel:`產品變體` 頁面（:menuselection:`銷售應用程式 --> 產品 -->" " 產品變體`）。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 msgid "Select the desired product that needs an image." msgstr "選擇需要加入圖片的目標產品。" #: ../../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 "系統只會處理有條碼但 **沒有** 圖片的產品（或產品款式變體）。" #: ../../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 "若選擇了擁有一個或多個款式變體的產品，每項符合上述準則的變體，都會獲得處理。" #: ../../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 "" "在產品頁面上按一下 :guilabel:`操作 ⚙️ (齒輪)` 圖示，然後從彈出的選單中，選擇 :guilabel:`從 Google " "圖片取得圖片`。" #: ../../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 "在 Odoo 中，「操作」下拉式選單中的「從 Google 圖片取得圖片」選項。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." msgstr "在出現的彈出視窗中，按一下 :guilabel:`取得圖片`。" #: ../../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 "在 Odoo 銷售應用程式中出現的彈出視窗，當中使用者應按下「取得圖片」。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 msgid "Once clicked, the image(s) will appear incrementally." msgstr "按下後，圖片將會逐一顯示。" #: ../../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 "系統只會立即讀取首 10 張圖片。如果你選擇操作的數量超過 10 張，其餘的圖片會透過後台作業取得。" #: ../../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 "" "後台作業每分鐘可處理約 100 張圖片。如果達到 Google 授權的限額（無論是免費或是付費方案），後台作業會自行暫停 24 " "小時，之後會由前一天停止運作的地方繼續。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" "`建立、修改或關閉你的 Google 雲端收費帳戶 `_" #: ../../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 "產品「變體」（variant）用於為單一產品提供多種不同的特性及選項，讓客戶選擇，例如尺寸、風格或顏色等。" #: ../../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 "" "產品款式變體可透過自己獨立的產品範本，或在 :guilabel:`產品變體` 或 :guilabel:`屬性` 頁面進行管理。這些選項全部都位於 " "Odoo *銷售* 應用程式內。" #: ../../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 "舉例，一間服裝公司對某款暢銷 T 恤，作了以下變體細分：" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "男女通用經典 T 恤" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "顏色：藍、紅、白、黑" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "尺碼：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 "在此例中，「 **T 恤** 」是產品範本，而「 **T 恤：藍色，S** 」是具體的產品款式變體。" #: ../../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 "其中， *顏色* 及 *尺碼* 稱為 **屬性** ，而相應的選項（例如 *藍色* 及 *S* ）是 **值** ，或稱為屬性值。" #: ../../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 "" "在本例中，共有 20 種不同的產品變體：4 款 **顏色** 選項乘以 5 款 **尺碼** 選項。每種款式變體在 Odoo " "系統內，都有自己的庫存數目、銷售總額及其他類似記錄。" #: ../../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 "要使用產品變體，首先 **必須** 在 Odoo *銷售* 應用程式中，啟動 *變體* 設定。" #: ../../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 "" "要執行此操作，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，然後在頁面頂部找出 :guilabel:`產品目錄` " "部份。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "" "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "在該部份中，選取勾選方格，以啟用 :guilabel:`變體` 功能。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Activating product variants on the Settings page of the Odoo Sales " "application." msgstr "在 Odoo 銷售應用程式的「設定」頁面上啟動產品變體功能。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "" "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "然後，在 :guilabel:`設定` 頁面頂部，按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "屬性" #: ../../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 "" "在可以設定產品變體之前， **必須** 先建立屬性。若要建立、管理及修改屬性，請前往 :menuselection:`銷售應用程式 --> 配置 -->" " 屬性`。" #: ../../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 "" #: ../../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 "" "若要在 :guilabel:`屬性` 頁面建立新屬性，請按一下 " ":guilabel:`新增`。這樣做會顯示一張空白的屬性表單，有多種方式可自訂和配置該表單。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "Odoo 銷售應用程式中，空白的屬性建立表單。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "首先，命名一個 :guilabel:`屬性名稱`，例如 `顏色` 或 `尺碼`。" #: ../../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 "可透過「內部連結」箭頭圖示存取的標準屬性類別詳細資訊頁面。" #: ../../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 "" "在此處，:guilabel:`類別名稱` 及 :guilabel:`序列` 會在頂部顯示，然後是與該類別相關聯的 " ":guilabel:`相關屬性`。這些屬性可以拖曳放置至所需的優先順序。" #: ../../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 "你也可以按一下 :guilabel:`新增資料行`，將屬性直接新增至類別。" #: ../../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 "" "若要直接在此欄位內建立屬性類別，你可開始輸入新類別的名稱，然後從顯示的下拉式功能表中，選擇 :guilabel:`建立` 或 " ":guilabel:`建立並編輯⋯`。" #: ../../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 "" "按一下 :guilabel:`建立` 即可建立類別，稍後可以進行修改。按 :guilabel:`建立並編輯⋯` 會建立類別，並即時顯示 " ":guilabel:`建立類別` 彈出視窗，該處可配置及自訂新的屬性類別。" #: ../../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 ":guilabel:`顯示類型` 的選項有：" #: ../../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 ":guilabel:`單選圓鈕`：選項會在網上商店的產品頁面上，顯示為點列樣式的清單。" #: ../../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 ":guilabel:`藥丸`：選項會在網上商店的產品頁面上，顯示為可選擇的按鈕。" #: ../../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 "在 Odoo 網上商店產品配置器上顯示類型。" #: ../../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:`即時`：將屬性及屬性值新增至產品範本後，立即建立所有可能的變體。" #: ../../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 ":guilabel:`動態`： **只會** 在對應的屬性及屬性值新增至銷售訂單時，才會建立變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr ":guilabel:`永不（可選）`：從不自動建立變體。" #: ../../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 "新增至產品後，屬性的 :guilabel:`變體建立模式` 便不可再編輯。" #: ../../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 ":guilabel:`顯示`：前端客戶可看見屬性值。" #: ../../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 ":guilabel:`隱藏`：屬性值會隱藏，不會向前端客戶顯示。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 msgid "Attribute values" msgstr "屬性值" #: ../../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 "屬性值應加入至 :guilabel:`屬性值` 分頁中。如有需要，可以隨時將屬性值新增至屬性中。" #: ../../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 "要加入新的值，請在 :guilabel:`屬性值` 分頁中，按一下 :guilabel:`新增資料行`。" #: ../../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 "" "然後，在 :guilabel:`值` 直欄中輸入屬性值的名稱。之後，如果該值是自訂值（即客戶可對此值設定獨特規格），請勾選 " ":guilabel:`是自訂值` 直欄中的方格。" #: ../../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 "" "如果選擇 :guilabel:`顯示類型` - :guilabel:`顏色` 選項，屬性值資料行的最右側會出現加入 HTML " "顏色代碼的選項，以便銷售人員及客戶更容易準確了解他們的顏色選擇。" #: ../../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 "按一下新增資料行時彈出的屬性值分頁，顯示自訂直欄。" #: ../../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 "要選擇顏色，請按一下 :guilabel:`顏色` 直欄中的空白圓圈，系統會顯示 HTML 顏色選擇器彈出視窗。" #: ../../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 "在屬性表單上顯示的 HTML 顏色彈出視窗中選擇顏色。" #: ../../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 "在此彈出視窗中，你可將顏色滑桿拖曳至特定色調，然後在顏色漸變區域內按一下色塊，以直接選擇特定顏色。" #: ../../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 "或者，你亦可按一下 *滴管* 圖示，然後選擇螢幕上目前可按下的地方，以選擇特定所需顏色。" #: ../../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 "你也可在 :guilabel:`變體` 分頁中新增一個資料行並輸入名稱，以直接在產品範本內建立屬性。" #: ../../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 "" "將屬性新增至產品後，該產品便可透過該屬性的 :guilabel:`相關產品` 智慧按鈕，進行刊登及存取。該按鈕可刊登資料庫中目前使用該屬性的所有產品。" #: ../../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 "" "建立屬性後，使用該屬性（及其屬性值）建立產品變體。要執行此操作，請前往 :menuselection:`銷售應用程式 --> 產品 --> " "產品`，然後選擇現有產品，以查看相關產品表單。或者，按一下 :guilabel:`建立` 以建立新產品，然後可向新產品新增產品變體。" #: ../../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 "在產品表單上，按一下 :guilabel:`屬性及變體` 標籤，以檢視、管理及修改產品的屬性及屬性值。" #: ../../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 "Odoo 銷售應用程式中，典型產品表單的屬性及屬性值分頁。" #: ../../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 "" "若要將屬性及其屬性值新增至產品，請按一下 :guilabel:`屬性及變體` 分頁中的 " ":guilabel:`新增資料行`。然後，從顯示的下拉式選單中，選擇所需的屬性。" #: ../../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 "" "你可直接在產品表單的 :guilabel:`屬性及變體` " "分頁中建立屬性。要執行此操作，首先在空白欄位中輸入新屬性的名稱，然後從出現的迷你下拉式選單中，選擇 :guilabel:`建立` 或 " ":guilabel:`建立並編輯⋯`。" #: ../../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 "" "按一下 :guilabel:`建立` 會建立屬性，稍後可以進行自訂。按一下 :guilabel:`建立並編輯⋯` 會建立屬性，並會顯示 " ":guilabel:`建立屬性` 彈出表單。在彈出表單中，你可繼續以多種方式修改屬性。" #: ../../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 "" "在 :guilabel:`屬性` 直欄中選擇屬性後，可在 :guilabel:`值` 直欄中的下拉式選單，繼續選擇要套用至產品的特定屬性值。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 msgid "There is no limit to how many values can be added." msgstr "可以加入的屬性值數目沒有上限。" #: ../../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 "類似的產品變體建立流程，亦可在採購、庫存及電子商務應用程式完成。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "Configure variants" msgstr "配置款式變體" #: ../../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 "" "屬性資料行的最右側是 :guilabel:`配置` 按鈕。按下時，Odoo 會顯示一個獨立頁面，展示這些特定的 :guilabel:`產品變體值`。" #: ../../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 "你可透過產品表單上的「配置」按鈕，存取「產品變體值」頁面。" #: ../../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 "" "在此處，可查看具體的 :guilabel:`性` 名稱、:guilabel:`HTML 顏色代碼`（如適用）及 :guilabel:`屬性值額外價格`。" #: ../../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 ":guilabel:`屬性值額外價格` 表示如果選擇該屬性，銷售價格會增加多少。" #: ../../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 "在 :guilabel:`產品變體值` 頁面上按下某個值時，Odoo 會顯示一個獨立的頁面，詳細說明該值的相關資料。" #: ../../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 "可透過「產品變體值」一般頁面存取「產品變體值」頁面。" #: ../../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 "" "在特定產品變體詳細資訊頁面上，可以找到 :guilabel:`值` 及 :guilabel:`屬性值額外價格` 欄位，以及 " ":guilabel:`排除情況` 欄位。" #: ../../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 "" "在 :guilabel:`排除情況` 欄位中，可以新增不同的 :guilabel:`產品範本` 及特定的 " ":guilabel:`屬性值`。新增後，此特定屬性值將會從這些特定產品中排除。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 msgid "Variants smart button" msgstr "變體智慧按鈕" #: ../../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 "" "若產品在 :guilabel:`屬性及變體` 分頁中配置了屬性和變體，產品表單頂部會出現 :guilabel:`變體` " "智慧按鈕。:guilabel:`變體` 智慧按鈕會顯示該項產品目前配置了多少變體。" #: ../../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 "Odoo 銷售應用程式中，產品表單頂部的變體智慧按鈕。" #: ../../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 "按下 :guilabel:`變體` 智慧按鈕時，Odoo 會顯示一個獨立的頁面，展示該產品已配置的所有產品變體組合。" #: ../../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 "可在 Odoo 的產品表單上的變體智慧按鈕，存取變體頁面。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 msgid "Impact of variants" msgstr "變體的影響" #: ../../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 "除了向客戶提供更詳細的產品選項外，產品變體還有其自己的影響，用戶可以在整個 Odoo 資料庫中加以利用。" #: ../../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 ":guilabel:`條碼`：條碼與個別變體相關聯，而不是連結至產品範本。因此，每種變體都可以有自己獨特的條碼或 SKU（庫存單位）。" #: ../../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 ":guilabel:`價格`：每種產品變體都可以有自己的公開價格。該價錢是產品範本價格 **加上** 特定屬性的任何額外收費，兩者的總和。" #: ../../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 "舉例，紅色襯衫的銷售價格為 $23，因為襯衫的範本價格為 $20，另加紅色款式的 $3。你可將價目表規則，配置為套用至產品範本或產品變體。" #: ../../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:`庫存`：庫存是按每種單獨的產品變體進行盤點計數。在產品範本表單上，庫存反映的是所有變體的總和，但實際庫存數量是按各個變體計算的。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr ":guilabel:`圖片`：每種產品變體都可以有自己的專屬圖片。" #: ../../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 "產品範本的變更會自動套用至該產品的每種變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 msgid ":doc:`import`" msgstr ":doc:`import`" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Returns and refunds" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical customer invoice with a Credit Note button highlighted in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:99 msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Typical credit note pop-up form that appears in Odoo Sales." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/returns.rst:111 msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "" #: ../../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 "選購產品分頁" #: ../../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 "" #: ../../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 "" #: ../../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 "報價單截止日期" #: ../../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 "" "在 Odoo *銷售* " "應用程式中，你可設定銷售報價的截止日期。這樣做可以鼓勵客戶在銷售談判過程中迅速採取行動，因為他們可能擔心錯過好的交易。此外，設立最後期限亦可為公司提供保護，防止出現必須要用無利可圖的價格履行訂單的情況。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "報價單到期日" #: ../../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 "在 Odoo *銷售* 應用程式中，你可選擇為報價單設定到期日期。" #: ../../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 "" "要為報價單設定到期日期，請前往 :menuselection:`銷售應用程式`，選擇所需的報價單，或按一下 :guilabel:`新增` " "建立新的報價單。" #: ../../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 "" "在報價單表單上，按一下 :guilabel:`到期日` 欄位，系統會顯示彈出日曆。在此彈出日曆中，請選擇所需的月份及日期，作為報價單的到期日。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "Odoo 銷售應用程式中，標準報價單上的到期日欄位。" #: ../../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 "在報價單上按下 :guilabel:`預覽` 按鈕時，Odoo 會清楚顯示該張報價單將於何時到期。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "Odoo 銷售應用程式中，截止日期向客戶顯示的模樣。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "報價單範本到期日" #: ../../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 "Odoo *銷售* 應用程式還可對報價單範本設立截止日期。" #: ../../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 "" "要為報價單範本加入截止日期，請前往 :menuselection:`銷售應用程式 --> 配置 --> " "報價單範本`，然後選擇要加入截止日期的所需報價單範本，或按一下 :guilabel:`新增`，從頭開始建立新的報價單範本。" #: ../../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 "" "在報價單範本表單上，你可在報價單範本名稱下方的 :guilabel:`報價單到期日` 欄位，加入所需天數。該數值表示報價單在到期之前的有效期有多少天。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "Odoo 銷售應用程式中，報價單範本表單上的報價單到期日欄位" #: ../../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 "此後，只要某張報價單使用了該範本，就會根據上面設定的天數，自動計算到期日。不過，向客戶發送報價之前，你仍可修改到期日期。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:56 msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`" msgstr ":doc:`/applications/sales/sales/send_quotations/quote_template`" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3 msgid "Deliveries and invoices to different addresses" msgstr "涉及不同地址的送貨及發票" #: ../../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 "" "客人及企業經常會分別使用不同的地址，以作賬單（開立發票）及送貨（交付）用途。在 Odoo *銷售* " "應用程式內，聯絡人可以設有不同的地址，分別指定用作送貨及開立發票。" #: ../../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 "啟動客戶地址的設定。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21 msgid "Contact form configuration" msgstr "聯絡人表單配置" #: ../../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 "" "若要為聯絡人加入多個地址，請前往 :menuselection:`銷售應用程式 --> 訂單 --> " "客戶`，然後清除搜尋列中的所有預設篩選器。之後，按一下所需的客戶，以開啟他們的聯絡人表單。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:28 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "聯絡人表單也可透過 *聯絡人* 應用程式存取。" #: ../../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 "" "在聯絡人表單中，按一下 :guilabel:`編輯`，然後在 :guilabel:`聯絡人及地址` 分頁下，選擇 " ":guilabel:`新增`。系統會顯示 :guilabel:`建立聯絡人` 彈出表單，你可在該處設置額外地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "在聯絡人表單中新增聯絡人/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 "" "在 :guilabel:`建立聯絡人` 彈出表單中，請首先按一下預設的 :guilabel:`其他地址` 欄位，以顯示地址相關選項的下拉式選單。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:41 msgid "Select any of the following options:" msgstr "請選擇以下其中一個選項：" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr ":guilabel:`聯絡人`：將另一名聯絡人加入目前的聯絡人表單中。" #: ../../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:`發票地址`：將指定發票地址加入目前的聯絡人表單中。" #: ../../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:`送貨地址`：將指定送貨地址加入目前的聯絡人表單中。" #: ../../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`：在目前的聯絡人表單中，加入一個備用地址。" #: ../../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`：在目前的聯絡人表單中，加入一個私人地址。" #: ../../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 "選擇選項後，請繼續輸入要套用至指定地址類型的相應聯絡資訊。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "在聯絡人表單中，建立新的聯絡人/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 "" "然後，按一下 :guilabel:`儲存並關閉`，以儲存地址及關閉 :guilabel:`建立聯絡人` 視窗。或者，按一下 " ":guilabel:`儲存並新增`，以儲存地址，然後立即輸入另一個新地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:60 msgid "Address added to quotations" msgstr "地址自動加入報價單" #: ../../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 "將客戶加入報價單後，:guilabel:`發票地址` 及 :guilabel:`送貨地址` 欄位會自動填入客戶聯絡人表單內的相應地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "發票及送貨地址會自動填入報價單。" #: ../../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 "" "你也可按一下 :guilabel:`編輯` 按鈕，然後在每個地址資料行旁邊，按一下 :guilabel:`➡️ （右箭頭）` " "內部連結按鈕，便可直接在報價單內編輯 :guilabel:`發票地址` 及 :guilabel:`送貨地址`。" #: ../../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 "這些地址可以隨時更新，以確保發票資料及交付過程準確。" #: ../../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 "在 Odoo 的表單內，包括 *聯絡人* 表單，若進行過任何修改，請記得按一下 :guilabel:`儲存`，將變更儲存至資料庫內。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Online payment order confirmation" msgstr "網上付款確認訂單" #: ../../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 *銷售* " "應用程式讓客戶能夠透過線上支付，直接在銷售訂單上確認訂單。一旦客戶以電子方式支付銷售訂單款項，銷售訂單所屬的銷售人員就會立即收到訂單已確認的通知。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "啟動網上付款" #: ../../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 "要讓客戶透過線上付款確認訂單，你 **必須** 先啟動 *線上付款* 設定。" #: ../../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 "" "要啟動 *線上付款* 功能，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，捲動至 " ":guilabel:`報價單及訂單` 標題，勾選 :guilabel:`線上付款` 功能旁邊的方格，然後按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting in the Odoo Sales application." msgstr "Odoo 銷售應用程式中的線上付款設定。" #: ../../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 *銷售* :guilabel:`設定` 頁面上的 :guilabel:`線上付款` 選項下方，有一個 :guilabel:`報價單預設有效期` " "欄位。在此欄位中，你可選擇為報價單設置一個預設維持有效的天數。" #: ../../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 "" "若要在標準報價單上啟用此功能，請按一下 :guilabel:`付款` 功能選項的勾選方格。該選項位於 :guilabel:`其他資訊` 分頁上的 " ":guilabel:`線上確認` 欄位中。" #: ../../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 銷售應用程式中，標準報價單的線上付款設定。" #: ../../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 "" "要在報價單範本上啟用此功能，請在報價單範本表單的 :guilabel:`線上確認` 欄位中，勾選 :guilabel:`付款` 功能選項的方格。" #: ../../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 "Odoo 銷售應用程式中，報價單範本表單的線上付款設定。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 msgid "Payment providers" msgstr "付款服務商" #: ../../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 "啟動 :guilabel:`線上付款` 功能後，其下方會顯示一條連結，讓你可配置 :guilabel:`付款服務商`。" #: ../../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 "按下該連結後，系統會顯示一個獨立的 :guilabel:`付款服務商` 頁面，你可在該頁面中啟用、自訂及發佈多種付款服務商。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "Payment providers page in Odoo Sales." msgstr "Odoo 銷售應用程式中的付款服務商頁面。" #: ../../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 "登記付款" #: ../../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 "客戶在客戶頁面/門戶網站開啟報價單後，可按一下 :guilabel:`接受並付款`，透過線上付款確認訂單。" #: ../../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 "Odoo 銷售應用程式中，線上報價單的接受並付款按鈕。" #: ../../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 "" "按下 :guilabel:`接受並付款` 後，客戶會看到 :guilabel:`驗證訂單` 彈出視窗，當中在 :guilabel:`付款方式` " "部分，會顯示可供他們進行線上付款的不同選項。" #: ../../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 "如何在 Odoo 銷售應用程式中的驗證訂單彈出視窗登記付款。" #: ../../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 "" "在 :guilabel:`驗證訂單` 彈出視窗內，Odoo 系統 **只會** 提供已在 :guilabel:`付款服務商` " "頁面上發佈及已作配置的付款方式。" #: ../../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 "" "客戶選擇所需的付款方式後，需要在彈出視窗上按一下 :guilabel:`付款` 按鈕，以確認訂單。透過線上付款確認訂單後，Odoo " "會立即通知已獲指派的相關銷售人員。" #: ../../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 "進行線上付款時，聊天視窗顯示通知的範例。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "線上簽名確認訂單" #: ../../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 "" "Odoo *銷售* " "應用程式讓客戶能夠透過線上簽名，直接在銷售訂單上確認訂單。一旦客戶以電子方式簽署銷售訂單，銷售訂單所屬的銷售人員就會立即收到訂單已確認的通知。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "啟動網上簽名" #: ../../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 "要讓客戶透過線上簽名確認訂單，你 **必須** 先啟動 *線上簽名* 功能。" #: ../../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 "" "要啟動 *線上簽名* 功能，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，捲動至 " ":guilabel:`報價單及訂單` 標題，勾選 :guilabel:`線上簽名` 旁邊的方格，以啟動該功能。" #: ../../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 "Odoo 銷售應用程式設定中的線上簽名功能選項。" #: ../../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 "之後，按一下左上角的 :guilabel:`儲存` 按鈕。" #: ../../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 "" "製作報價單範本時，線上簽名功能是由 :guilabel:`簽名` 選項提供。該選項位於報價單範本表單的 :guilabel:`線上確認` 欄位內。" #: ../../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 "Odoo 的每個報價單範本上，都有線上簽名確認選項。" #: ../../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 "在標準報價單上，線上簽名功能是由 :guilabel:`簽名` 選項提供。該選項位於報價單表單的 :guilabel:`其他資訊` 分頁。" #: ../../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 "Odoo 報價單上其他資訊分頁中的線上簽名功能選項。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42 msgid "Order confirmations with online signatures" msgstr "線上簽名確認訂單" #: ../../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 "客戶透過客戶頁面/門戶網站在線上查閱報價單時，報價單上直接有一個 :guilabel:`簽名並付款` 按鈕。" #: ../../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 "Odoo 銷售應用程式中，線上報價單會顯示「簽名並付款」按鈕。" #: ../../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 "" "按下時，會出現 :guilabel:`驗證訂單` 彈出視窗。在此彈出視窗中，系統會根據資料庫的聯絡資訊，自動填入 :guilabel:`全名` 欄位。" #: ../../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 "Odoo 銷售應用程式中，線上簽名的「驗證訂單」彈出視窗。" #: ../../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 "" "之後，客戶可選擇以下其中一種選項，輸入自己的線上簽名：:guilabel:`自動`、:guilabel:`繪畫` 或 :guilabel:`載入`。" #: ../../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 "" "選擇 :guilabel:`自動` 會使 Odoo 根據 :guilabel:`全名` " "欄位中的資訊，自動產生一個電子線上簽名/簽章。:guilabel:`繪畫` " "可讓客戶使用滑鼠遊標，直接在彈出視窗上建立自訂簽名。:guilabel:`載入` 可讓客戶從自己電腦上載先前已建立的簽名檔案。" #: ../../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 "" "客戶在上述三種簽名選項（:guilabel:`自動`、:guilabel:`繪畫` 或 :guilabel:`載入`）選擇一項後，需要按一下 " ":guilabel:`接受並簽名` 按鈕。" #: ../../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 "按下 :guilabel:`接受並簽名` 後，會顯示各種可供選擇的付款方式選項（如果 *線上付款* 選項適用於此報價單）。" #: ../../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 "之後，當完成付款並確認報價單時，會自動建立送貨單（如果有安裝 Odoo *庫存* 應用程式）。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "可選產品" #: ../../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 "可選產品是一種行銷策略，涉及在核心產品的基礎上交叉銷售其他產品。此策略的目的是向客戶提供有用的相關產品，從而可能增加銷售額。" #: ../../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 "舉例，如果客戶想購買汽車，他們可以同時選購按摩座椅，或不享用優惠而直接購買汽車。提供購買選購產品的選擇，可以增強客戶體驗。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "報價單上提供選購產品" #: ../../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 "在 Odoo *銷售* 應用程式，你可前往報價單的 :guilabel:`選購產品` 分頁，直接在報價單上加入或修改選購產品。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "如何將選購產品加入至 Odoo 銷售的報價單內。" #: ../../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 "" "要將選購產品加入至報價單中，請在報價單的 :guilabel:`選購產品` 分頁中，按一下 :guilabel:`加入產品`。系統會在 " ":guilabel:`產品` 直欄中，顯示一個空白欄位。" #: ../../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 "按下時，系統會顯示一個下拉式選單，提供資料庫中的產品。你可在下拉式選單中選擇所需的產品，加入至報價單範本中，作為可選購產品。" #: ../../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 "如果所需產品未有顯示，可在欄位中輸入所需產品的名稱，相關選項將在下拉式選單中出現。之後，選擇所需的產品，將其加入至報價單。" #: ../../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 "加入產品時，預設的 :guilabel:`數量` 是 `1`，但你可隨時編輯此值。" #: ../../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 "若要在 :guilabel:`選購產品` 分頁中，刪除任何訂單項目，請按一下 :guilabel:`🗑️ （垃圾桶）` 圖示。" #: ../../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 "" "在報價單左上角，按一下 :guilabel:`預覽` 按鈕，可預覽客戶將以電子郵件收到的報價單，以及他們可以新增至訂單的選購產品。這些選購產品位於 " ":guilabel:`選項` 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 銷售應用程式預覽報價單。" #: ../../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 "客戶可按下可選購產品右側的 :guilabel:`🛒 （購物車）` 圖示，將不同的選購產品加入至訂單中。" #: ../../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 "如果客戶選擇選購產品，這些產品將自動加入至由銷售人員管理的報價單內。" #: ../../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 "" "當客戶向訂單加入可選產品時，銷售人員會立即收到有關通知，以及客戶對訂單所作的任何其他更改。這讓銷售人員能夠隨時在 *銷售* " "應用程式的後端，了解與訂單相關的所有資訊。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62 msgid "Optional products on quotation templates" msgstr "報價單範本內的選購產品" #: ../../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 "閱讀以下資訊之前，請務必查看 :doc:`quote_template` 說明文件，以更好地理解報價單範本的運作原理。" #: ../../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 "報價單範本與普通報價單一樣，也有一個 :guilabel:`選購產品` 分頁，可在該處將相關產品或服務，加入至報價單範本中。" #: ../../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 "" "若要將選購產品加入至報價單範本，請前往 :menuselection:`銷售應用程式 --> 配置 --> " "報價單範本`。之後，選擇現有的報價單範本進行編輯，或按 :guilabel:`新增` 建立新的報價單範本。" #: ../../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 "" "在報價單範本表單上，按一下 :guilabel:`選購產品` 分頁。在 :guilabel:`選購產品` 分頁中，按一下 " ":guilabel:`加入資料行`，然後選擇所需的產品加入至報價單範本，作為選購產品。" #: ../../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 "" "預設情況下，只要選用某個報價單範本，該範本 :guilabel:`選購產品` " "分頁內的產品，會自動在報價單上出現。發送報價單給客戶之前，你仍可刪除這些產品，也可加入其他產品。" #: ../../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 "建議你提供可選購產品資料，鼓勵客戶在訂單中加入其他商品，或吸引他們轉為購買最初選擇產品的較昂貴版本。" #: ../../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 "例如，若客戶購買木椅，一些可選購的產品可能是：加購該椅的保固服務，及/或皮革座位的木椅。" #: ../../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 "報價單範本可加入的選購產品數量沒有上限。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "報價單及銷售訂單上的產品款式變體" #: ../../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 "" "在詳細了解如何在報價單及銷售訂單上使用產品變體之前，建議先了解 Odoo 的 " ":doc:`../products_prices/products/variants` 是如何運作。" #: ../../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 "對產品變體有基本認識後，以下內容將介紹如何使用 *產品配置器* 或 *訂單網格條目* ，將產品變體加入報價單及銷售訂單。" #: ../../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 "" "值得一提的是，該設定在 *銷售* 應用程式的設定頁面上，標題稱為「 *變體網格條目* 」，而在產品表單上，標題稱為「 *訂單網格條目* " "」。請記住這一點。" #: ../../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 "" "使用產品變體時，Odoo 預設會使用產品配置器。若要加入變體網格條目選項， **必須** 先在 Odoo *銷售* " "應用程式中啟用此功能。變體網格條目選項在報價單/銷售訂單上提供一個彈出視窗，簡化選擇產品款式變體的過程。" #: ../../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 "" "要啟用該設定，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，然後捲動至 :guilabel:`產品目錄` " "部分。然後，選取 :guilabel:`變體網格條目` 選項旁邊的方格，然後按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "Odoo 銷售應用程式中的變體網格條目設定。" #: ../../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 "當然，:guilabel:`變體` 功能也 **必須** 預先啟動，以在報價單及銷售訂單上使用產品變體。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "產品配置" #: ../../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 "啟用 :guilabel:`變體網格條目` 設定後，所有產品表單上都可使用該兩個選項（ *產品配置器* 及 *訂單網格條目* ）。" #: ../../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 "" "若要將產品表單配置為使用產品配置器或變體網格條目，請先前往 :menuselection:`銷售應用程式 --> 產品 --> " "產品`，以查看資料庫中的所有產品。" #: ../../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 "" "之後，選擇想要配置的產品，或按一下 :guilabel:`新增`，由零開始建立新產品。進入產品表單後，按一下 :guilabel:`屬性及變體` " "分頁，該處可檢視、修改及新增產品變體。" #: ../../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 "" "在 :guilabel:`屬性及變體` 分頁的底部，有一個 :guilabel:`選取銷售變體` " "部分，當中有兩個選項：:guilabel:`產品配置器` 及 :guilabel:`訂單網格條目`。" #: ../../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 "請留意， **只有** 在某項屬性有至少兩個值已加入至記錄時，這些選項才會出現。" #: ../../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 "產品表單屬性及變體分頁上的選取銷售變體選項。" #: ../../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 "這些選項決定將產品變體加入報價單或銷售訂單時，會採用哪種方法。" #: ../../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 "" ":guilabel:`產品配置器` " "提供一個彈出視窗，當某項產品加入報價單時，視窗會整齊地顯示該產品所有可用的產品變體。但是，每次只可選取/加入一項變體。" #: ../../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 "" ":guilabel:`訂單網格條目` 提供與 :guilabel:`產品配置器` " "相同的資訊，不過使用表格形式，讓使用者即使留在同一個檢視畫面，都可選取大量不同的產品變體，將它們加入至報價單/銷售訂單。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "Product configurator" msgstr "產品配置器" #: ../../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 "" "將擁有（至少兩個）變體的產品加入報價單或銷售訂單後，產品配置器功能就會即時以 :guilabel:`配置` 彈出視窗的形式顯示，但 **只會** " "在產品表單選擇了 :guilabel:`產品配置器` 選項時，才會這樣顯示。" #: ../../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 "報價單或銷售訂單上顯示的產品配置器彈出視窗。" #: ../../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 "" "即使 **未啟動** :guilabel:`訂單網格條目` 設定，系統仍會顯示此 :guilabel:`配置` 彈出視窗，因為它是 Odoo " "處理報價單及/或銷售訂單產品變體時，預設使用的選項。" #: ../../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 ":guilabel:`產品配置器` 選項可讓銷售人員使用類似線上購物的格式，準確選擇要加入報價單或銷售訂單的產品變體。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "訂單網格條目" #: ../../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 "" "將擁有（至少兩個）變體的產品加入報價單或銷售訂單後，訂單網格條目功能就會即時以 :guilabel:`選擇產品變體` 彈出視窗的形式顯示，但 " "**只會** 在產品表單選擇了 :guilabel:`訂單網格條目` 選項時，才會這樣顯示。" #: ../../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 "在 Odoo 報價單中顯示的選擇產品變體彈出視窗。" #: ../../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 "" ":guilabel:`選擇產品變體` 彈出視窗提供選定產品的所有變體選項。在這個彈出視窗中，銷售人員可設定每項變體一次過可加入報價單/銷售訂單的數量。" #: ../../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 "" "完成選擇所需的數量及產品款式變體後，銷售人員只需按一下 :guilabel:`確認`，該些訂購項目就會立即加入報價單/銷售訂單的 " ":guilabel:`訂單資料行` 分頁內。" #: ../../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 "選用訂單網格條目去選取產品後，填入的訂單資料行分頁。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116 msgid ":doc:`../products_prices/products/variants`" msgstr ":doc:`../products_prices/products/variants`" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Quotation templates" msgstr "報價單範本" #: ../../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 "在 Odoo *銷售* 中，銷售人員可為公司經常提供的常見產品或服務，建立可供重複使用的報價單範本。" #: ../../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 "有了這些範本，你可以用更快的速度自訂報價單及發送給客戶，無需在每次銷售談判時，由零開始草擬新的報價單。" #: ../../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 "" "要開始使用，請首先啟動 :menuselection:`銷售應用程式 --> 配置 --> 設定` 內的設定，然後捲動至 " ":guilabel:`報價單及訂單` 標題。" #: ../../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 "" "在該部分中，選取 :guilabel:`報價單範本` 選項旁邊的方格。系統會顯示一個新的 :guilabel:`預設範本` " "欄位，你可從該處的下拉式選單中，選擇預設報價範本。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "How to enable quotation templates on Odoo Sales." msgstr "如何在 Odoo 銷售程式中，啟用報價單範本。" #: ../../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 "" "另外，啟動 :guilabel:`報價單範本` 功能後，系統會在 :guilabel:`預設範本` 欄位下方，顯示一條 :guilabel:`➡️ " "報價單範本` 內部連結。" #: ../../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 "若按下該連結，系統會顯示 :guilabel:`報價單範本` 頁面，你可在該頁面建立、查看及編輯範本。" #: ../../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 "離開 :guilabel:`設定` 頁面前，記得按一下 :guilabel:`儲存` 按鈕，儲存在操作期間所作的所有變更。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37 msgid "Create quotation templates" msgstr "建立報價單範本" #: ../../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 "" "在 :guilabel:`設定` 頁面，按一下 :guilabel:`報價單範本` 連結，或前往 :menuselection:`銷售應用程式 --> " "配置 --> 報價單範本`。系統會顯示 :guilabel:`報價單範本` 頁面，你可在該頁面建立、查看及編輯報價單範本。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates page in the Odoo Sales application." msgstr "Odoo 銷售應用程式中的報價單範本頁面。" #: ../../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 "要建立新的報價單範本，請於左上角按一下 :guilabel:`新增` 按鈕。系統會顯示一張空白的報價單範本表單，可透過不同方式自訂。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Create a new quotation template on Odoo Sales." msgstr "在 Odoo 銷售應用程式中，建立新的報價單範本。" #: ../../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 "首先，在 :guilabel:`報價單範本` 欄位中，輸入範本名稱。" #: ../../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 "" "之後，在 :guilabel:`確認郵件` 欄位中，按一下空白欄位以顯示下拉式選單。在下拉式選單中，選擇訂單確認後應該傳送給客戶的預先設定電子郵件範本。" #: ../../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 "" "若要從 :guilabel:`確認郵件` " "欄位中，直接建立新的電子郵件範本，請在欄位中開始輸入新電郵範本的名稱，然後在顯示的下拉式功能表中選擇以下其中一項：:guilabel:`建立` 或 " ":guilabel:`建立並編輯⋯`。" #: ../../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 "從 Odoo 銷售應用程式中的報價單範本表單建立確認郵件的彈出視窗。" #: ../../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 "完成所有修改後，按一下 :guilabel:`儲存並關閉`，以儲存電子郵件範本，並返回報價單表單。" #: ../../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 "如果在多公司環境中操作，請使用 :guilabel:`公司` 欄位設定此報價單範本適用於哪一間公司。" #: ../../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 "資料行分頁" #: ../../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 "" "在 :guilabel:`資料行` 分頁中，你可以：按一下 :guilabel:`加入產品`，將產品加入至報價單範本；按一下 " ":guilabel:`新增分節`（並拖放分節標題至適當位置）以整理報價單資料；按一下 " ":guilabel:`加入備註`，交代及進一步解釋其他資訊（例如保固詳情、條款等）。" #: ../../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 "" "若要將產品加入至報價單範本，請在報價單範本表單的 :guilabel:`資料行` 分頁中，按一下 :guilabel:`加入產品`。系統會在 " ":guilabel:`產品` 直欄顯示一個空白欄位。" #: ../../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 "按下時，該處會出現一個下拉式選單，提供資料庫中的現有產品資料。你可從下拉式選單選擇所需的產品，將其加入至報價單範本。" #: ../../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 "" "如果未有顯示所需產品，請在 :guilabel:`產品` 欄位中輸入所需產品的名稱，相關選項將會在下拉式功能表中顯示。你也可在下拉式選單中按一下 " ":guilabel:`搜尋更多⋯` 以尋找產品。" #: ../../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 "將產品加入至報價單範本時，預設的 :guilabel:`數量` 是 `1`，但你可隨時編輯此值。" #: ../../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 "之後，你可使用每個資料行項目左側的 :guilabel:`六個正方形` 圖示，將產品拖曳至所需位置。" #: ../../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 "" "**分節** 是用作整理銷售訂單資料行的小標題。要新增 *分節* ，請在 :guilabel:`資料行` 分頁中按一下 " ":guilabel:`加入分節`。按下時，會出現一個空白欄位，你可在該處輸入所需的分節名稱或小標題。輸入名稱後，按一下欄位外的其他位置，便可儲存分節名稱。" #: ../../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 "之後，使用每個資料行項目左側的 :guilabel:`六個正方形` 圖示，將分節名稱拖曳至所需位置。" #: ../../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 "" "備註會在報價單上，以一小段文字的形式向客戶顯示。要加入備註，請按一下 :guilabel:`資料行` 分頁中的 " ":guilabel:`加入備註`。按下時，會出現一個空白欄位，你可在該處輸入所需的備註。輸入備註後，按一下欄位外的其他位置，便可儲存備註。" #: ../../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 "之後，你可使用 :guilabel:`六個正方形` 圖示，將備註拖曳至所需位置。" #: ../../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 "" "若要刪除 :guilabel:`資料行` 分頁中的任何資料行項目（包括產品、分節、備註），請按一下該資料行最右側的 :guilabel:`🗑️ " "（垃圾桶）` 圖示。" #: ../../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 "*可選購產品* 是一種行銷策略，涉及在核心產品的基礎上交叉銷售其他產品。此策略的目的是向客戶提供有用的相關產品，從而可能增加銷售額。" #: ../../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 "可選購產品會在銷售訂單及電子商務頁面底部，以一個分節的形式顯示。如有需要，顧客可立即將該處的產品，加入至自己的線上銷售訂單。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "選購產品在 Odoo 銷售應用程式的典型銷售訂單上顯示。" #: ../../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 "" "在 :guilabel:`選購產品` 分頁中，你可為 :guilabel:`資料行` " "分頁中的原始商品，加入相關的交叉銷售產品（如適用）。就每項交叉銷售產品，請按一下 " ":guilabel:`加入資料行`。此處加入的產品，應該是原始產品的理想補充/輔助產品，為潛在買家提供額外的價值。" #: ../../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 "按一下 :guilabel:`加入資料行` 後，系統會在 :guilabel:`產品` 直欄顯示一個空白欄位。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 msgid "Optional products are **not** required to create a quotation template." msgstr "**並非必須** 要有可選購產品，才可建立報價單範本。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 msgid "Terms \\& Conditions tab" msgstr "條款及細則分頁" #: ../../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 "" ":guilabel:`條款及細則` " "分頁讓你可對報價單範本加入條款及條件細則。若要新增條款及條件細則，只需在此分頁中輸入（或複製貼上）所需的條款及條件即可。" #: ../../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 ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "**並非必須** 要有條款及條件細則，才可建立報價單範本。" #: ../../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 "" "報價單範本的設計，是採用與 Odoo *網站製作* " "中典型網頁設計相同的方法、功能及設計構建方塊。要了解更多相關資訊，請參閱以下使用說明：:doc:`../../../websites/website`。" #: ../../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 "完成構建所有內容區塊、自訂格式及功能後，按一下 :guilabel:`儲存` 按鈕，以將這些配置投入使用。" #: ../../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 "使用報價單範本" #: ../../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 "" "建立報價單時（:menuselection:`銷售應用程式 --> 新增`），請在 :guilabel:`報價單範本` 欄位中，選擇預先配置的範本。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "Odoo 銷售應用程式中，標準報價單表單上的報價單範本欄位。" #: ../../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 "" "若要查看客戶將看到的內容，請按一下頁面頂部的 :guilabel:`預覽` 按鈕，透過 Odoo 的客戶門戶網站，查看報價範本在網站前端將會如何顯示。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Customer preview of a quotation template in Odoo Sales." msgstr "Odoo 銷售應用程式中，報價單範本的客戶預覽。" #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "訂閱" #: ../../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 "" "Odoo *定期訂購* 應用程式，是用作營運經常性業務：包括 :ref:`銷售新合約 " "`、:doc:`向客戶追加銷售 " "`、控制客戶流失，以及為主要的績效指標 :abbr:`KPI " "(Key Performance Indicators)` :doc:`產生報告 " "`，例如每月經常收入 :abbr:`MRR (Monthly " "Recurring Revenue)`、每年經常收入 :abbr:`ARR (Annual Recurring " "Revenue)`、客戶留存率、客戶流失數據等。" #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "`Odoo 教學：定期訂購 `_" #: ../../content/applications/sales/subscriptions.rst:16 msgid ":doc:`/applications/sales/subscriptions/products`" msgstr ":doc:`/applications/sales/subscriptions/products`" #: ../../content/applications/sales/subscriptions.rst:17 msgid ":doc:`/applications/sales/subscriptions/ecommerce`" msgstr ":doc:`/applications/sales/subscriptions/ecommerce`" #: ../../content/applications/sales/subscriptions.rst:18 msgid ":doc:`/applications/sales/subscriptions/plans`" msgstr ":doc:`/applications/sales/subscriptions/plans`" #: ../../content/applications/sales/subscriptions.rst:19 msgid ":doc:`/applications/sales/subscriptions/upselling`" msgstr ":doc:`/applications/sales/subscriptions/upselling`" #: ../../content/applications/sales/subscriptions.rst:20 msgid ":doc:`/applications/sales/subscriptions/renewals`" msgstr ":doc:`/applications/sales/subscriptions/renewals`" #: ../../content/applications/sales/subscriptions.rst:21 msgid ":doc:`/applications/sales/subscriptions/closing`" msgstr ":doc:`/applications/sales/subscriptions/closing`" #: ../../content/applications/sales/subscriptions.rst:22 msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`" msgstr ":doc:`/applications/sales/subscriptions/automatic_alerts`" #: ../../content/applications/sales/subscriptions.rst:23 msgid ":doc:`/applications/sales/subscriptions/reports`" msgstr ":doc:`/applications/sales/subscriptions/reports`" #: ../../content/applications/sales/subscriptions.rst:28 msgid "Subscription quotations" msgstr "定期訂購報價" #: ../../content/applications/sales/subscriptions.rst:31 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "若銷售訂單設有已定義的重複周期，便會成為「定期訂購」（subscription，或稱訂閱）。" #: ../../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 "" "若要建立新的定期訂購，請在 *定期訂購* 或 :doc:`銷售 ` 應用程式中，按一下 " ":guilabel:`新增`。你可選擇：" #: ../../content/applications/sales/subscriptions.rst:36 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" "選擇一個 :doc:`定期訂購計劃 ` 以立即預先填寫報價單，或" #: ../../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 "" "如常填寫報價單，期間確保有選擇重複周期及結束日期（如有需要），並加入 :doc:`經常性產品 " "`。" #: ../../content/applications/sales/subscriptions.rst:42 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" "你可啟用 :doc:`客戶地址 " "` " "功能，定義不同的發票地址及送貨地址。" #: ../../content/applications/sales/subscriptions.rst:48 msgid "Confirmation" msgstr "確認" #: ../../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 "按一下 :guilabel:`以電郵發送`，將報價單發送給客戶進行確認，或按 :guilabel:`確認` 以立即確認。" #: ../../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 "按一下 :guilabel:`客戶預覽` 以預覽客戶門戶網站，客戶可在該處查看報價單、簽名、付款以及與你溝通。" #: ../../content/applications/sales/subscriptions.rst:60 msgid "Automatic payments" msgstr "自動付款" #: ../../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 "" "你可要求客戶設立自動付款方式，要求他們必須為訂購計劃的首段收費期預先付款，才可確認報價單。要執行此操作，請前往報價單的 :guilabel:`其他資訊`" " 分頁，然後啟用 :guilabel:`線上確認` 欄位中的 :guilabel:`付款` 選項。" #: ../../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 "如果不啟用 :guilabel:`付款`，客戶無需預先付款也可開始訂閱。這意味付款並非自動進行，此後客戶必須手動支付每張發票。" #: ../../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 "" "若線上確認需要預先付款，客戶只可選用提供 :ref:`權杖化功能 ` 的 " ":ref:`付款服務商 `。這可確保在每個新周期時，自動向客戶收費。" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:20 msgid "Create a new automatic alert" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "New automatic alert in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" "透過 Odoo 發送 SMS 文字訊息，是需要應用程式內購買（IAP）點數或代幣。有關 :abbr:`IAP (應用程式內購買 In-App " "Purchase)` 的更多資訊，請參閱 :doc:`../../essentials/in_app_purchase`。有關發送 SMS " "簡訊的更多資訊，請參閱 :doc:`../../marketing/sms_marketing/essentials/sms_essentials`。" #: ../../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 "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 msgid "Modify an existing automatic alert" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "Modify an existing automatic alert in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 ":doc:`../subscriptions`" #: ../../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 ":doc:`plans`" #: ../../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 "關閉定期訂購計劃" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "Configuration to close your subscription with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "Administrator view" msgstr "管理員檢視模式" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close your subscription from an administration point of view with Odoo " "Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "What happens when you close your subscription with Odoo Subscriptions?" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:72 msgid "Customer view" msgstr "客戶檢視模式" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close your subscription from a customer point of view with Odoo " "Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "What happens when customers close their subscription with Odoo " "Subscriptions?" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "What happens when customers close their subscription in Odoo Subscriptions?" msgstr "" #: ../../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 "訂閱制產品可以像一般產品一樣，放在 Odoo *電子商務* 商店中銷售。" #: ../../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 "若要為電子商務產品頁面新增更多重複周期，請為每個重複周期建立一個 *產品款式* （或稱變體）。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:16 msgid "" ":doc:`Configure subscription products " "`" msgstr ":doc:`配置定期訂購產品 `" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" ":doc:`Product variants " "`" msgstr "" ":doc:`產品款式 `" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "Create recurrence periods as product variants" msgstr "建立重複周期作為產品款式變體" #: ../../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 "" "在產品表單的「屬性及變體」分頁中，配置為產品變體\n" "的重複周期。" #: ../../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 "產品表單上「以時間定價」分頁的產品變體。" #: ../../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 "在電子商務產品頁面上，配置為產品變體的重複周期。" #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "定期訂購計劃" #: ../../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 "" "**定期訂購計劃** （或稱訂閱方案、服務計劃等）是用於預先配置訂閱產品報價的 :doc:`報價單範本 " "`。運用訂閱方案，你可快速建立訂閱訂單。" #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "配置定期訂購計劃" #: ../../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 "" "要配置服務計劃，請前往 :menuselection:`定期訂購 --> 配置 --> 計劃`。然後，按一下 :guilabel:`新增` " "建立新計劃，或選擇現有計劃進行編輯。" #: ../../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 "由於 Odoo *定期訂購* 應用程式與 *銷售* 應用程式緊密整合，因此訂閱計劃使用的表格，與報價單範本相同。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "定期訂購計劃（報價單範本）配置表單。" #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "定期訂購計劃表單包含以下選項：" #: ../../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:`名稱`：在頁面頂部輸入訂閱計劃的名稱。" #: ../../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:`報價失效時限`：輸入報價單在多少天之後過期，以報價單發送給客戶之日起計。若將此欄位保留為零，報價將永不過期。" #: ../../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:`線上確認`：勾選 :guilabel:`簽名` 或 :guilabel:`付款` " "旁的方格，讓客戶能透過簽名或支付報價，去確認自己的定期訂購訂單。若勾選兩者，可將選擇權留給客戶。若兩者均不啟用，報價便只可在後台確認。" #: ../../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:`確認郵件`：報價確認後，自動傳送給客戶的確認郵件的 :doc:`電郵範本 " "`。若將此欄位留空，系統不會發送任何內容。" #: ../../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 "若要建立新的電子郵件範本，請為範本輸入一個名稱，然後按一下 :guilabel:`建立並編輯`。" #: ../../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 "要編輯現有電郵範本，請從下拉式選單中選擇一個範本，然後按一下資料行末尾的 :guilabel:`內部連結` 箭頭。" #: ../../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:`重複周期`：選擇該計劃使用的重複周期。此處可用的重複周期，與 :menuselection:`定期訂購應用程式 --> 配置 " "--> 重複周期` 中配置的周期相同。" #: ../../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 "選擇使用 :guilabel:`重複周期` 後，會將報價範本轉換為訂閱方案，並啟用以下附加選項：" #: ../../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:`持續時間`：選擇訂閱方案有沒有結束日期。:guilabel:`永久` 表示沒有期限；:guilabel:`固定` " "表示有特定持續時間。" #: ../../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 "若持續時間設為 :guilabel:`永久`，訂閱計劃將不斷續訂，直至客戶或公司手動結束訂閱。" #: ../../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 "若持續時間為 :guilabel:`固定`，便需要輸入 :guilabel:`結束時限` 日期。該日期表示訂閱經歷多久後會自動結束。" #: ../../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:`可自行關閉`：勾選此方格可使客戶能夠從 :doc:`客戶門戶網站 " "` " "（或稱客戶頁面）自行終止訂購計劃。" #: ../../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:`自動關閉`：輸入一個天數，表示若在到期日起計這個天數之後仍 *未付款* ，訂購計劃將自動關閉。" #: ../../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:`發票日記賬`：選擇用作記錄有關此訂購計劃的發票的會計日記賬。若將此欄位留空，系統會使用順序最低的銷售日記賬。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "選擇了「重複周期」的訂購方案。" #: ../../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:`資料行` 分頁，你可為報價單建立訂單資料行。按一下 :guilabel:`加入產品`，選擇要包含在計劃中的產品，然後輸入 " ":guilabel:`數量` 及 :guilabel:`計量單位`。訂單資料行可按你的需要，加入任何數目的產品。" #: ../../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:`可選購產品` 分頁中，輸入客戶在確認訂單之前，可以新增至報價單的任何可選購產品。" #: ../../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 "" "若訂購方案有獨特的 :doc:`條款及條件 " "`，請將資料加入至" " :guilabel:`條款及條件` 分頁。一旦在計劃中指定了特有條款及條件，便會使用這些條款，而非使用在 *銷售* " "應用程式設定中設定的預設條款及條件。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "定期訂購計劃的「條款及條件」分頁。" #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "在報價中使用訂購計劃" #: ../../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 "訂閱制產品的報價，可在 *定期訂購* 應用程式或 *銷售* 應用程式中建立。" #: ../../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 "" "在 :guilabel:`定期訂購` Dashboard中，按一下 :guilabel:`新增` 建立新報價。然後，在 :guilabel:`訂購計劃`" " 欄位中選擇訂閱方案。" #: ../../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 "訂購計劃的 :guilabel:`重複周期`、產品，以及其他資訊，都會自動填寫。" #: ../../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 "" "在 :guilabel:`銷售` Dashboard中，按一下 :guilabel:`新增` 建立新報價。然後，在 :guilabel:`報價範本` " "欄位中選擇訂閱方案。" #: ../../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 "所有訂閱型訂單都會在 :guilabel:`定期訂購` Dashboard上顯示，不論是從 *定期訂購* 抑或 *銷售* 應用程式中建立。" #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "定期訂購產品" #: ../../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 "" "透過與 Odoo *銷售* 應用程式緊密整合， *定期訂購* " "應用程式讓使用者能夠在售賣正常產品的同時，銷售訂閱類型產品。常規產品是一次性完成銷售的，而訂閱制產品則是以續訂形式連續銷售，從而產生經常性收入。" #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "在 Odoo 中，訂閱制產品也稱為 *經常性* 產品。" #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "配置重複周期" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." msgstr "開始使用訂閱制產品之前，必須根據需要，配置正確的 *重複周期* 。" #: ../../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 "重複周期是服務計劃續訂的時間段。此周期會決定客戶付款及收取訂閱制產品的頻率。" #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." msgstr "要設定重複周期，請前往 :menuselection:`定期訂購應用程式 --> 配置 --> 重複周期`。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的重複周期頁面。" #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" msgstr "*定期訂購* 應用程式已預設了一些基本的重複周期：" #: ../../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:`每星期`" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr ":guilabel:`2 星期`" #: ../../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 "使用者可以隨時新增及/或編輯現有的重複周期。" #: ../../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 "要建立新的重複周期，請按一下 :guilabel:`重複周期` 頁面上的 :guilabel:`新增`。系統會顯示一張空白的重複周期表格。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的重複周期表單。" #: ../../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 "" "然後，輸入重複周期的 :guilabel:`名稱` 及 :guilabel:`持續時間`，並選擇定義該持續時間的 :guilabel:`單位`。" #: ../../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 "" "請留意，訂閱的重複周期 **不可** 設為 :guilabel:`天`。「每日」的重複周期只適用於租賃， **不可** 加入至定期訂購銷售訂單。" #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." msgstr "此限制是為了避免銷售訂單每日生成發票。" #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "產品表格配置" #: ../../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 "" "要建立新的訂閱制產品，請前往 :menuselection:`定期訂購應用程式 --> 產品 --> 產品`，然後按一下 :guilabel:`新增`。" #: ../../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 "系統會顯示一個空白的產品表單，你可透過多種方式進行配置及自訂。" #: ../../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 "" "預設情況下， :guilabel:`經常性` 選項會是已啟用，提示 Odoo 將產品識別為訂閱類型產品。請確保 :guilabel:`經常性` 及 " ":guilabel:`可出售` 選項均已啟用。" #: ../../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 "" "同樣，在預設情況下，:guilabel:`產品類型` 欄位會設為 :guilabel:`服務`。不過，如果有需要，訂閱制產品 **可以** " "設定為其他類型。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的基本訂閱產品表單。" #: ../../content/applications/sales/subscriptions/products.rst:75 msgid "Time-based pricing" msgstr "基於時間價格" #: ../../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 "在 :guilabel:`一般資訊` 分頁中完成輸入所需欄位後，請在產品表單上按一下 :guilabel:`以時間定價` 分頁。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." msgstr "Odoo 定期訂購中，訂閱產品表單上的「以時間定價」分頁。" #: ../../content/applications/sales/subscriptions/products.rst:84 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "在此處，按一下 :guilabel:`新增價格`，以開始定義經常性價格。" #: ../../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` 直欄中，選取所需的重複周期。如有需要，可在 :guilabel:`價目表` 直欄中，選擇適用的價目表。然後，在 " ":guilabel:`價格` 直欄中，輸入該重複周期的價格。" #: ../../content/applications/sales/subscriptions/products.rst:91 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." msgstr ":guilabel:`每日` 及 :guilabel:`每小時` 的周期 **不可** 用於經常性產品。" #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "Odoo 定期訂購中顯示的驗證錯誤彈出視窗。" #: ../../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:`以時間定價` 表格中，可新增的行數 *沒有上限* 。" #: ../../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 "" "現有的產品可以轉換成為訂閱制產品。只需將產品標記為 :guilabel:`經常性`，並在產品表單上配置 :guilabel:`以時間定價` 即可。" #: ../../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:`價格表 <../sales/products_prices/prices/pricing>` " "可與訂閱產品一起使用，為價格表中包含的客戶提供特別定價。" #: ../../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 "這可以在產品表單的 :guilabel:`以時間定價` 分頁中配置，也可以在 *銷售* 應用程式中的價格表表單上配置。" #: ../../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 "" "若要在產品表單的 :guilabel:`以時間定價` 分頁中，為特定價格表建立經常性價格規則，你可在 :guilabel:`價格表` " "直欄中，選取需要的價格表。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "產品表單「以時間定價」分頁中的價格表。" #: ../../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 "將價格表新增至 :guilabel:`以時間定價` 分頁時， *銷售* 應用程式中的價格表表單會自動更新。" #: ../../content/applications/sales/subscriptions/products.rst:123 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." msgstr "以時間定價的規則，亦可直接在價格表表單上設定。" #: ../../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 "" "要執行此操作，請前往 :menuselection:`銷售應用程式 --> 產品 --> 價格表`，然後選擇一張價格表（或按一下 " ":guilabel:`新增` 建立新的價格表）。" #: ../../content/applications/sales/subscriptions/products.rst:129 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." msgstr "你亦可透過 Odoo *定期訂購* 應用程式，按照相同的選單步驟，存取所需的價格表。" #: ../../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 "然後，在價格表表單的 :guilabel:`基於時間的規則` 分頁下，按一下 :guilabel:`加入資料行`。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "Odoo 銷售應用程式中，價格表表單上的「基於時間的規則」分頁。" #: ../../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 "" "然後，在 :guilabel:`產品` 直欄中選擇一項訂閱產品，並在 :guilabel:`周期` 直欄中選擇重複周期。最後，為該特定產品及周期輸入一個" " :guilabel:`價格`。你可根據需要，繼續加入更多資料行。" #: ../../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 "當 :guilabel:`基於時間的規則` 新增至價格表表單時，產品表單的 :guilabel:`以時間定價` 分頁亦會自動更新。" #: ../../content/applications/sales/subscriptions/products.rst:147 msgid ":doc:`ecommerce`" msgstr ":doc:`ecommerce`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew a subscription" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst:23 msgid "Renew your first subscription" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Customer preview of a renewal with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Renew a quotation with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Renewal as Subscription Management form in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:70 msgid "Visualize your subscriptions to renew" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "" "List view of all subscriptions and use of the filter to renew in Odoo " "Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" msgstr "報表" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Difference between MRR and ARR in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst:35 msgid "**Logo Churn**: It corresponds to the subscription cancellation rate." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:37 msgid "" "**Revenue Churn**: It corresponds to the monthly recurring revenue loss " "rate." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:40 msgid "Let's imagine a 2$ increase in a subscription service." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "" "Therefore, the 56$ of MRR difference out of the initial 600$ causes a " "**Revenue Churn**" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "of 9,33%." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "Difference between logo churn and revenue churn in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst:57 msgid "" "Check out the different kinds of reports you can access from the **Odoo " "Subscriptions** application." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:61 msgid "Subscriptions analysis report" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Subscriptions analysis report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:74 msgid "Retention analysis report" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Retention analysis report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:86 msgid "Revenue KPIs report" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Revenue KPIs report in Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Detailed MRR report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:108 msgid "Salesperson dashboard report" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 msgid "Upsell a subscription" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Activation of the discount option in Odoo Sales" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:36 msgid "Upsell your first subscription" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "Add products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Visualize all your subscriptions updates with Odoo Subscriptions" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "List view of all sales orders created for a subscription" msgstr "" #: ../../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 ""