# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Mustafa Rawi , 2023 # Farid Fox, 2023 # Niyas Raphy, 2023 # Martin Trigaux, 2023 # Wil Odoo, 2024 # Salma Hussein, 2024 # Malaz Abuidris , 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-02-20 08:51+0000\n" "PO-Revision-Date: 2022-10-04 12:54+0000\n" "Last-Translator: Malaz Abuidris , 2025\n" "Language-Team: Arabic (https://app.transifex.com/odoo/teams/41243/ar/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: ar\n" "Plural-Forms: nplurals=6; plural=n==0 ? 0 : n==1 ? 1 : n==2 ? 2 : n%100>=3 && n%100<=10 ? 3 : n%100>=11 && n%100<=99 ? 4 : 5;\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "المبيعات" #: ../../content/applications/sales/crm.rst:8 msgid "CRM" msgstr "إدارة علاقات العملاء " #: ../../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 "" "يساعدك **تطبيق إدارة علاقات العملاء لدى أودو** على تنظيم أنشطة المبيعات " "الخاصة بك: تتبع العملاء المهتمين وإغلاق الفرص والحصول على توقعات دقيقة. حافظ" " على تنظيم الفرص من خلال مخطط سير العمل وأدر أنشطتك اليومية من خلال " "الاجتماعات والأنشطة التالية. " #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "" "`دروس أودو التعليمية: إدارة علاقات العملاء " "`_ " #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "استقطاب العملاء المهتمين " #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "تحويل العملاء المهتمين إلى فرص " #: ../../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 "" "يُعد *العملاء المحتملون* خطوات تأهيلية تؤدي إلى إنشاء الفرصة. يمنحك ذلك " "وقتاً إضافياً قبل إسناد فرصة محتملة لمندوب المبيعات. " #: ../../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 "التهيئة " #: ../../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 "" "لتفعيل إعداد *العملاء المهتمين*، اذهب إلى :menuselection:`تطبيق إدارة علاقات" " العملاء --> التهيئة --> الإعدادات` وقم بتحديد المربع المسمى " ":guilabel:`العملاء المهتمين`. ثم اضغط على :guilabel:`حفظ`. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads setting on CRM configuration page." msgstr "إعداد العملاء المهتمين في صفحة تهيئة تطبيق إدارة علاقات العملاء. " #: ../../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 "" "يؤدي تفعيل هذه الخاصية إلى إضافة قائمة جديدة، :guilabel:`العملاء المهتمين`، " "إلى شريط القائمة الرئيسي أعلى الشاشة. " #: ../../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 "قائمة العملاء المهتمين في تطبيق إدارة علاقات العملاء. " #: ../../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 "" "بمجرد تنشيط إعداد *العملاء المحتملين*، فإنه ينطبق على جميع فرق المبيعات بشكل" " افتراضي. لإيقاف العملاء المحتملين لفريق معين، انتقل إلى " ":menuselection:`تطبيق CRM --> التكوين --> فرق المبيعات`. بعد ذلك، حدد فريقًا" " من القائمة لفتح السجل، وقم بإلغاء تحديد مربع :guilabel:`العملاء المتوقعين`." " بمجرد الانتهاء، انقر فوق :guilabel:`Save`. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "تحويل العميل المهتم إلى فرصة " #: ../../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 "" "لتحويل عميل متوقع إلى *فرصة*، انتقل إلى :menuselection:`CRM --> العملاء " "المحتملين`، وانقر على :guilabel:`العميل المحتمل` من القائمة لفتحه. " #: ../../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 "" "في الزاوية العلوية اليسرى من الشاشة، انقر فوق الزر :guilabel:`تحويل إلى " "فرصة`، الذي يفتح نافذة منبثقة :guilabel:`تحويل إلى فرصة`. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity button on a lead record." msgstr "زر إنشاء فرصة على سجل العميل المهتم. " #: ../../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 "" "في النافذة المنبثقة :guilabel:`تحويل إلى فرصة`، في الحقل :guilabel:`إجراء " "التحويل`، حدد خيار :guilabel:`تحويل إلى فرصة`. " #: ../../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 "" "إذا كان العميل المتوقع أو الفرصة موجودة بالفعل في قاعدة البيانات لهذا " "العميل، فإن Odoo يقترح تلقائيًا دمج كلا العملاء المحتملين/الفرصتين. لمزيد من" " المعلومات حول دمج العملاء المتوقعين والفرص، راجع القسم الخاص " "بكيفية:المرجع:`دمج العملاء المتوقعين ` " "أدناه. " #: ../../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 "" "بعد ذلك، حدد :guilabel:`مندوب مبيعات` و :guilabel:`فريق المبيعات` الذي يجب " "تعيين الفرصة له. " #: ../../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 "" "إذا تم بالفعل تعيين العميل المتوقع إلى مندوب مبيعات أو فريق، فسيتم تعبئة هذه" " الحقول تلقائيًا بهذه المعلومات. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity pop-up." msgstr "إنشاء نافذة منبثقة للفرصة. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 msgid "" "Under the :guilabel:`Customer` heading, choose from the following options:" msgstr "ضمن عنوان :guilabel:`Customer`، اختر من بين الخيارات التالية: " #: ../../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:`إنشاء عميل جديد`: اختر هذا الخيار لاستخدام المعلومات الموجودة في " "العميل المتوقع لإنشاء عميل جديد. " #: ../../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: `الارتباط بعميل حالي`: اختر هذا الخيار، ثم حدد عميلاً من القائمة " "المنسدلة الناتجة، لربط هذه الفرصة بسجل العميل الحالي. " #: ../../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:`لا تربط بعميل`: اختر هذا الخيار لتحويل العميل المتوقع، لكن لا " "تربطه بعميل جديد أو حالي. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 msgid "" "Lastly, when all configurations are complete, click :guilabel:`Create " "Opportunity`." msgstr "وأخيرًا، عند اكتمال كافة التكوينات، انقر فوق :guilabel:`إنشاء فرصة`. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 msgid "Merge leads and opportunities" msgstr "دمج العملاء المهتمين والفرص " #: ../../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 "" "يكتشف Odoo تلقائيًا العملاء المحتملين والفرص المماثلة من خلال مقارنة عناوين " "البريد الإلكتروني لجهات الاتصال المرتبطة. إذا تم العثور على عميل متوقع/فرصة " "مماثلة، فسيظهر الزر الذكي :guilabel:`عميل متوقع مماثل` في أعلى سجل العميل " "المتوقع/الفرصة. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Similar leads smart button." msgstr "الزر الذكي للعملاء المهتمين المتشابهين. " #: ../../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 "" "لمقارنة تفاصيل العملاء المتوقعين/الفرص المماثلة، انقر فوق الزر " ":guilabel:`العملاء المتوقعون المشابهون`. يؤدي هذا إلى فتح طريقة عرض كانبان " "مع العملاء المتوقعين/الفرص المماثلة فقط. انقر فوق كل بطاقة لعرض التفاصيل " "الخاصة بكل عميل متوقع/فرصة، وتأكد من ضرورة دمجها. " #: ../../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 "" "عند الدمج، يمنح Odoo الأولوية للعميل المتوقع/الفرصة التي تم إنشاؤها في " "النظام أولاً، ويدمج المعلومات في العميل المحتمل/الفرصة التي تم إنشاؤها لأول " "مرة. ومع ذلك، إذا تم دمج عميل متوقع وفرصة، تتم الإشارة إلى السجل الناتج على " "أنه فرصة، بغض النظر عن السجل الذي تم إنشاؤه أولاً. " #: ../../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 "" "بعد التأكد من ضرورة دمج العملاء المحتملين/الفرص، ارجع إلى طريقة عرض كانبان " "باستخدام مسارات التنقل، أو عن طريق النقر على الزر الذكي :guilabel:`Similar " "Lead`. انقر على أيقونة :guilabel:`☰ (ثلاثة خطوط رأسية)` للتغيير إلى عرض " "القائمة. " #: ../../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 "" "حدد المربع الموجود على يسار الصفحة لدمج العملاء المتوقعين/الفرص. بعد ذلك، " "انقر على أيقونة :guilabel:`Action ⚙️ (gear)` في أعلى الصفحة، لتظهر لك " "القائمة المنسدلة. من القائمة المنسدلة، حدد الخيار :guilabel:`Merge` لدمج " "الفرص (أو العملاء المحتملين) المحددة. " #: ../../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 "" "عند تحديد :guilabel:`Merge` من القائمة المنسدلة :guilabel:`Action ⚙️ " "(gear)`، تظهر نافذة منبثقة :guilabel:`Merge`. في تلك النافذة المنبثقة، قرر " ":guilabel:`تعيين الفرص لـ: a :guilabel:`مندوب المبيعات` و/أو :guilabel:`فريق" " المبيعات`. " #: ../../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 "" "أسفل هذه الحقول، يتم إدراج العملاء المتوقعين/الفرص المراد دمجها، بالإضافة " "إلى المعلومات ذات الصلة بهم. لدمج هؤلاء العملاء المتوقعين/الفرص المحددة، " "انقر فوق :guilabel:`Merge`. " #: ../../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 "" "عند دمج الفرص، لا يتم فقدان أي معلومات. يتم تسجيل البيانات من الفرصة الأخرى " "في الدردشة وحقول المعلومات للرجوع إليها. " #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Merge option from action menu in list view." msgstr "خيار الدمج الموجود في قائمة الإجراءات، في نافذة عرض القائمة " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" msgstr "إنشاء العملاء المهتمين/الفرص " #: ../../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 "" "هناك طريقتان رئيسيتان لتوليد عملاء محتملين أو فرص جديدة لشركتك، وهما من خلال" " الأسماء المستعارة للبريد الإلكتروني ونماذج الاتصال بموقع الويب. يقوم Odoo " "تلقائيًا بإنشاء عملاء محتملين في نظام إدارة علاقات العملاء (CRM) الخاص بك " "عندما يرسل شخص ما رسالة إلى اسم مستعار للبريد الإلكتروني لفريق المبيعات أو " "يملأ نموذج اتصال على موقع الويب الخاص بك. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10 msgid "Configure email aliases" msgstr "تهيئة ألقاب البريد الإلكتروني " #: ../../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 "" "يمكن لكل فريق مبيعات استخدام الاسم المستعار الفريد للبريد الإلكتروني الخاص " "به لإنشاء عملاء متوقعين/فرص. أي بريد إلكتروني يتم إرساله إلى الاسم المستعار " "للبريد الإلكتروني الخاص بفريق المبيعات سيؤدي تلقائيًا إلى إنشاء عميل متوقع " "(إذا تم تنشيط العملاء المتوقعين في إعدادات CRM الخاصة بك) أو فرصة في طور " "التنفيذ لهذا الفريق المحدد. قم بتكوين الأسماء المستعارة للبريد الإلكتروني " "المخصص في صفحة التكوين لكل فريق مبيعات من خلال الانتقال إلى " ":menuselection:`CRM --> التكوين --> Sales Teams`. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Configuring Sales Teams" msgstr "تهيئة فِرَق المبيعات " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23 msgid "Use Contact Forms on your website" msgstr "استخدم استمارات التواصل على موقعك الإلكتروني " #: ../../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 "" "افتراضيًا، تعرض صفحة *اتصل بنا* بموقعك على الويب نموذج الاتصال الجاهز " "للاستخدام الخاص بـ Odoo. عندما يرسل شخص ما هذا النموذج، يتم إنشاء عميل متوقع" " أو فرصة في قاعدة البيانات الخاصة بك. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Default Contact Us page" msgstr "صفحة التواصل الافتراضية " #: ../../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 "" "يمكن تنشيط نموذج الاتصال أو إلغاء تنشيطه في أي وقت بالانتقال إلى " ":menuselection:`موقع الويب --> اذهب إلى موقع الويب --> تخصيص --> نموذج " "الاتصال`. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form toggle" msgstr "زر التبديل في استمارة التواصل " #: ../../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 "" "عند إلغاء تنشيط النموذج، تعرض صفحة *اتصل بنا* ببساطة زرًا لإرسال بريد " "إلكتروني إلى شركتك مباشرة. أي بريد إلكتروني يتم إرساله بهذه الطريقة سيولد " "عميلاً متوقعًا/فرصة. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Us Page using email" msgstr "صفحة \"تواصل معنا\" باستخدام البريد الإلكتروني " #: ../../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 "" "اختر فريق المبيعات أو مندوب المبيعات الذي سيتم تعيينه تلقائيًا للعملاء " "المحتملين/الفرص التي تم إنشاؤها من نموذج الاتصال بالانتقال إلى " ":menuselection:`موقع الويب --> التكوين --> الإعدادات --> الاتصال`. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form settings" msgstr "إعدادات استمارة التواصل " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55 msgid "Customize Contact Forms" msgstr "تخصيص استمارات التواصل " #: ../../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 "" "يمكن تخصيص نماذج الاتصال للحصول على المعلومات المحددة التي يحتاجها فريقك، " "وذلك باستخدام وحدة *Form Builder* المجانية. " #: ../../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 "" "يتم تثبيت وحدة *Form Builder* تلقائيًا عند إضافة عنصر نموذج إلى صفحة ويب عبر" " أداة إنشاء المواقع. ويمكن أيضًا تثبيته يدويًا من صفحة :guilabel:`Apps`. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Form Builder building blocks" msgstr "الكتل الإنشائية لأداة بناء الاستمارات " #: ../../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 "" "يمكن إنشاء النماذج من الصفر لخدمة مجموعة واسعة من الأغراض. ومع ذلك، تم تصميم" " صفحة *اتصل بنا* الافتراضية في Odoo لتناسب احتياجات معظم المستخدمين. ابدأ " "بالنموذج الافتراضي وقم بالتعديل من هناك. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73 msgid "Edit Contact Form fields" msgstr "تحرير حقول استمارة التواصل " #: ../../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 "" "في وضع التحرير على موقع الويب الخاص بك، انقر فوق أي حقل لبدء تحريره. يمكن " "تحرير المعلومات التالية لكل حقل في نموذج الاتصال: " #: ../../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:`Type`: اختر خيار حقل مخصص أو حقل موجود. تشمل الأمثلة الهاتف، " "وتحميل الملفات، واللغة، وما إلى ذلك. " #: ../../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:`نوع الإدخال`: تحديد نوع الإدخال الذي يجب على العملاء إدخاله. " "الخيارات المتاحة هي النص والبريد الإلكتروني والهاتف وعنوان URL. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:82 msgid "" ":guilabel:`Input Placeholder`: Type in an example to guide users how to " "input information where formatting is important, such as a phone number or " "email address." msgstr "" ":guilabel:`Input Placeholder`: اكتب مثالاً لإرشاد المستخدمين إلى كيفية إدخال" " المعلومات عندما يكون التنسيق مهمًا، مثل رقم الهاتف أو عنوان البريد " "الإلكتروني." #: ../../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:`Label Name`: اكتب اسم العرض لتظهر للمستخدمين المعلومات المطلوبة " "منهم. " #: ../../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:`Label Position`: اختر طريقة محاذاة التسمية مع بقية النموذج. يمكن " "إخفاء التسمية، أعلى الحقل، إلى أقصى يسار الحقل، أو تعديلها إلى اليمين وأقرب " "إلى الحقل. " #: ../../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:`مطلوب`: قم بتفعيل هذا الخيار للمعلومات التي لابد من إدخالها. " #: ../../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:`مخفي`: قم بتفعيل هذا الخيار لإخفا الحقل دون حذفه. " #: ../../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:`يظهر على الهاتف المحمول`: قم بتفعيل هذا الخيار لإظهار الحقل " "للمستخدمين على هواتفهم المحمولة. " #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Editable field options" msgstr "خيارات الحقل القابل للتحرير " #: ../../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 "" "افتراضيًا، عند إرسال نموذج، يُرسل إليك بريدًا إلكترونيًا يحتوي على المعلومات" " التي أدخلها العميل. لجعله يقوم بإنشاء عميل محتمل/فرصة تلقائيًا بدلاً من " "ذلك، قم بتحرير النموذج وحدد :guilabel:`إنشاء فرصة` كإجراء. " #: ../../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 "" "إذا تم تنشيط العملاء المتوقعين في إعدادات CRM لديك، فإن تحديد " ":guilabel:`إنشاء فرصة` يؤدي إلى إنشاء عميل محتمل بدلاً من ذلك. لمعرفة المزيد" " حول تفعيل العملاء المحتملين في إعدادات CRM، انتقل إلى :doc:`convert`. " #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "استقطاب العملاء المهتمين " #: ../../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 "" "استقطاب العملاء المهتمين هي خاصية تتيح لمستخدمي تطبيق إدارة علاقات العملاء " "إنشاء عملاء مهتمين جدد مباشرةً في قواعد بيانات أودو الخاصة بهم. لضمان تأهيل " "العميل العملاء المهتمين، يتم تحديد مخرجات عملية استقطاب العملاء المهتمين من " "خلال مجموعة متنوعة من الفلاتر متعددة الفئات، كالدولة وحجم الشركة ومجال " "العمل. " #: ../../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 "" "للبدء، اذهب إلى :menuselection:`إدارة علاقات العملاء --> التهيئة --> " "الإعدادات` وقم بتفعيل خاصية :guilabel:`استقطاب العملاء المهتمين`. " #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "" "قم بتفعيل خاصية استقطاب العملاء المهتمين في تطبيق إدارة علاقات العملاء لدى " "أودو. " #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 msgid "Generate leads" msgstr "إنشاء العملاء المهتمين " #: ../../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 "" "بعد أن يتم تفعيل إعداد :guilabel:`استقطاب العملاء المهتمين`، سيكون هناك زر " "جديد يسمى :guilabel:`إنشاء العملاء المهتمين` لاستخدامه في مخطط سير العمل في " "تطبيق :guilabel:`إدارة علاقات العملاء`. طلبات استقطاب العملاء المهتمين متاحة" " أيضاً من خلال :menuselection:`إدارة علاقات العملاء --> التهيئة --> طلبات " "استقطاب العملاء المهتمين`، أو من خلال :menuselection:`إدارة علاقات العملاء " "--> العملاء المهتمين --> العملاء المهتمين` حيث يوجد زر :guilabel:`إنشاء " "العملاء المهتمين`. " #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The Generate Leads button to use the lead mining feature." msgstr "زر إنشاء العملاء المهتمين لاستخدام خاصية استقطاب العملاء المهتمين. " #: ../../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 "" "عند الضغط على زر :guilabel:`إنشاء العملاء المهتمين`، ستظهر نافذة بها عدة " "فئات يتم إنشاء العملاء المهتمين على أساسها. " #: ../../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 "" "النافذة المنبثقة التي تحتوي على فئات الخيارات التي يتم على أساسها إنشاء " "العملاء المهتمين في أودو. " #: ../../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 "" "اختر إنشاء عملاء مهتمين لـ :guilabel:`الشركات` حتى تحصل على معلومات الشركة " "فقط، أو اختر :guilabel:`الشركات وجهات الاتصال الخاصة بها` حتى تحصل على " "معلومات الشركة بالإضافة إلى معلومات الاتصال الفردية للموظفين. عند استهداف " ":guilabel:`الشركات وجهات الاتصال الخاصة بها`، سيكون هناك خيار لتصفية جهات " "الاتصال بناءً على :guilabel:`المنصب` أو :guilabel:`الأقدمية`. " #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "Additional filtering options include:" msgstr "تشمل خيارات التصفية الإضافية: " #: ../../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:`الحجم`: قم بتصفية العملاء المهتمين بناءً على عدد الموظفين في " "الشركة " #: ../../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:`الدول`: قم بتصفية العملاء المهتمين حسب الدولة (أو الدول) التي " "يتواجدون فيها " #: ../../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:`المحافظات`: قم بتصفية العملاء المهتمين بشكل أكثر تحديداً، حسب " "المحافظة التي يتواجدون فيها، إذا كان الأمر منطبقاً " #: ../../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:`مجال العمل`: قم بتصفية العملاء المهتمين حسب مجال العمل المحدد " "الذي يعملون فيه " #: ../../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:`فريق المبيعات`: قم بتحديد فريق المبيعات الذي سيتم إسناد العملاء " "المهتمين إليه " #: ../../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:`مندوب المبيعات`: قم بتحديد مندوب المبيعات الذي سيتم إسناد العملاء" " المهتمين إليه " #: ../../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:`علامات التصنيف الافتراضية`: قم بتحديد علامات التصنيف التي يتم " "تطبيقها مباشرة على العملاء المهتمين عند إيجادهم " #: ../../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 "" "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 `_." #: ../../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 "الأسعار " #: ../../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 "" "استقطاب العملاء المهتمين هي خاصية تتضمن *عملية شراء داخل التطبيق* وسيكلف كل " "عميل مهتم يتم إنشاؤه رصيداً. " #: ../../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 "" "سيكلف اختيار إنشاء :guilabel: `الشركات وجهات الاتصال الخاصة بها` رصيداً " "إضافياً لكل جهة اتصال يتم إنشاؤها. " #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" "ألقِ نظرة على كافة المعلومات المتعلقة بالأسعار: `إنشاء العملاء المهتمين " "بواسطة IAP في أودو `_." #: ../../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 "" "لشراء الرصيد، انتقل إلى :menuselection:`إدارة علاقات العملاء --> التهيئة -->" " الإعدادات`. في قسم :guilabel:`إنشاء العملاء المهتمين`، أسفل خاصية " ":guilabel:`استقطاب العملاء المهتمين`، اضغط على :guilabel:`شراء رصيد`. " #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Buy credits from the lead mining settings." msgstr "قم بشراء الرصيد من إعدادات استقطاب العملاء المهتمين. " #: ../../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 "" "يمكن أيضاً شراء الرصيد عن طريق الذهاب إلى :menuselection:`الإعدادات --> " "الإعدادات العامة`. في قسم :guilabel:`عمليات الشراء داخل التطبيق`، تحت خاصية " ":guilabel:`عمليات الشراء داخل الطبيق في أودو`، قم بالضغط على :guilabel:`عرض " "خدماتي`. " #: ../../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 "قم بشراء الرصيد في إعدادات عمليات الشراء داخل التطبيق في أودو. " #: ../../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 "" "يحصل مستخدمو إصدار أودو للمؤسسات الذين لديهم اشتراك سارٍ على رصيد مجاني " "لاختبار خصائص :abbr:`IAP (عمليات الشراء داخل التطبيق)` قبل اتخاذ قرار بشراء " "شراء المزيد من الأرصدة لقاعدة البيانات. يتضمن ذلك قواعد البيانات " "التجريبية/التدريبية، وقواعد البيانات التعليمية، وقواعد البيانات المجانية ذات" " التطبيق الواحد. " #: ../../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 "إرسال عروض الأسعار " #: ../../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 "" "عندما تقوم بتأهيل عميل مهتم وتحويله إلى فرصة، ستحتاج على الأرجح إلى إرسال " "عرض سعر إليه. يمكنك القيام بذلك مباشرة في تطبيق إدارة علاقات العملاء عن طريق" " أودو. " #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:12 msgid "Create a new quotation" msgstr "إنشاء عرض سعر جديد " #: ../../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 "" "عند الضغط على أي فرصة أو عميل مهتم، سيظهر زر *عرض سعر جديد*، وسينقلك إلى " "قائمة جديدة حيث يمكنك إدارة عرض السعر الخاص بك. " #: ../../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 "" "ستجد كافة عروض الأسعار الخاصة بك لتلك الفرصة المحددة ضمن قائمة *عروض " "الأسعار* في تلك الصفحة. " #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:28 msgid "Mark them won/lost" msgstr "قم بتحديدها كرابحة/ضائعة " #: ../../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 "" "سيتوجب عليك الآن تعيين فرصتك على أنها رابحة أو ضائعة لتحريك العملية قدماً. " #: ../../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 "" "إذا قمت بتعيينها على أنها رابحة، فسيتم نقلها إلى عمود *رابحة* في نافذة عرض " "كانبان الخاصة بك. ولكن، إذا قمت بتعيينها على أنها *ضائعة*، فستتم أرشفتها. " #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "قم بتحسين أعمالك اليومية " #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "كيف تقوم بتحفيز ومكافأة مندوبي المبيعات لديك؟ " #: ../../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 "" "أن تقوم بتحدي موظفيك للوصول إلى أهداف محددة عن طريق تحديد الأهداف ومنح " "المكافآت هي طريقة ممتازة لتعزيز العادات الجيدة وتحسين إنتاجية مندوبي " "المبيعات لديك. يمنحك تطبيق التلعيب طرقاً بسيطة ومبتكرة لتحفيز موظفيك " "وتقييمهم من خلال الشارات المستوحاة من آليات ألعاب الفيديو. " #: ../../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 "" "قم بتثبيت تطبيق *التلعيب*، أو *التلعيب في إدارة علاقات العملاء*، والذي يضيف " "بعض البيانات المفيدة (الأهداف والتحديات) التي يمكن استخدامها في *إدارة " "علاقات العملاء/المبيعات*. " #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the gamification module being installed in Odoo" msgstr "عرض تطبيق التلعيب بينما يتم تثبيه في أودو " #: ../../content/applications/sales/crm/optimize/gamification.rst:21 msgid "Create a challenge" msgstr "إنشاء تحدي " #: ../../content/applications/sales/crm/optimize/gamification.rst:23 msgid "" "Now, create your first challenge by going to :menuselection:`Settings --> " "Gamification Tools --> Challenges`." msgstr "" "الآن، قم بإنشاء التحدي الأول لديك عن طريق الذهاب إلى " ":menuselection:`الإعدادات --> أجوات التلعيب --> التحديات`. " #: ../../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 "" "نظراً لأن أداة التلعيب عبارة عن إعداد فني لمرة واحدة، فأنت بحاجة إلى تفعيل " "الخصائص التقنية حتى تتمكن من الوصول إلى التهيئة. للقيام بذلك، قم بالذهاب إلى" " *الإعدادات* و *تفعيل وضع المطور*. " #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View if the gamification tools menu in Odoo Settings" msgstr "عرض لقائمة أدوات التلعيب في إعدادات أودو " #: ../../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 "" "التحدي هو عبارة عن مهمة ترسلها إلى فريق المبيعات الخاص بك. يمكن أن يتضمن " "التحدي هدفاً واحداً أو عدة أهداف يجب إنجازها خلال فترة زمنية محددة. قم " "بتهيئة التحدي الخاص بك كما يلي: " #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Assign the salespeople to be challenged;" msgstr "قم بتعيين مندوبي المبيعات ليتم تحدّيهم؛ " #: ../../content/applications/sales/crm/optimize/gamification.rst:39 msgid "Assign a responsible;" msgstr "قم بتعيين مسؤول؛ " #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "Set up the periodicity along with the start and the end date;" msgstr "قم بتعيين مدى التكرار مع تاريخ البدء والانتهاء؛ " #: ../../content/applications/sales/crm/optimize/gamification.rst:41 msgid "Select your goals;" msgstr "قم بتحديد أهدافك؛ " #: ../../content/applications/sales/crm/optimize/gamification.rst:42 msgid "Set up your rewards (badges)." msgstr "قم بإعداد مكافآتك (الشارات). " #: ../../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 "" "يتم منح الشارات عند إنهاء التحدي. يكون ذلك إما بنهاية فترة جارية (مثال: " "نهاية الشهر إذا كان التحدي شهرياً)، أو إما بحلول تاريخ انتهاء التحدي (إذا لم" " تحدد فترة دورية) أو عند إغلاق التحدي يدوياً. " #: ../../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 "" "في المثال أدناه، يخوض موظفان تحدياً *بهدف المبيعات الشهرية*. يعتمد التحدي " "على هدفين: إجمالي ما تمت فوترته وعدد العملاء المهتمين الجدد. وفي نهاية " "الشهر، سيتم منح الفائز شارة. " #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "" "View of the challenge form and a challenge being created for Odoo Sales" msgstr "عرض لاستمارة التحدي بينما يتم إنشاؤها لمبيعات أودو " #: ../../content/applications/sales/crm/optimize/gamification.rst:58 msgid "Set up goals" msgstr "قم بإعداد أهداف " #: ../../content/applications/sales/crm/optimize/gamification.rst:60 msgid "" "The users can be evaluated using goals and numerical objectives to reach." msgstr "" "يمكن تقييم الموظفين باستخدام الأهداف والأهداف المحسوبة التي يجب تحقيقها. " #: ../../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 "" "يتم تحديد **الأهداف** من خلال *التحديات* التي تقوم بتقييم (انظر الصورة " "أعلاه) ومقارنة أعضاء الفريق على مر الوقت. " #: ../../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 "" "يمكنك إنشاء هدف جديد سريعاً من *التحدي* عن طريق الضغط على *إضافة عنصر جديد* " "تحت *الأهداف*. قم بتحديد الموضوع وفقاً لاحتياجات شركتك. على سبيل المثال: عدد" " العملاء المهتمين الجدد، والوقت اللازم لتأهيل العميل المهتم، وإجمالي المبلغ " "الذي تمت فوترته في أسبوع أو شهر محدد أو أي إطار زمني آخر بناءً على تفضيلات " "الإدارة الخاصة بك، وما إلى ذلك. " #: ../../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 "عرض لاستمارة تحديد الأهداف بينما يتم إنشاؤها لمبيعات أودو " #: ../../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 "" "قد تتضمن الأهداف أيضاً إعداد قاعدة بياناتك (مثال: تعيين بيانات شركتك " "والمنطقة الزمنية، وإنشاء مستخدمين جدد، وما إلى ذلك). " #: ../../content/applications/sales/crm/optimize/gamification.rst:77 msgid "Set up rewards" msgstr "إعداد المكافآت " #: ../../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 "" "بالنسبة للإنجازات غير المرتبطة بالأرقام، يمكن منح **الشارات** إلى " "المستخدمين. قد تحوي الشارات عبارات تشجيعية تتراوح بين كلمة شكر بسيطة وحتى " "\"عمل استثنائي\". إنها طريقة سهلة للتعبير عن الامتنان للمستخدم على عمله " "الجيد. لإنشاء الشارات ومنحها لموظفيك بناءً على أدائهم، قم بالذهاب إلى " ":menuselection:`الإعدادات --> أدوات التلعيب --> الشارات`. " #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the badges page in Odoo" msgstr "عرض لصفحة الشارات في أودو " #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3 msgid "Lead enrichment" msgstr "إثراء العملاء المهتمين " #: ../../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 "" "*إثراء العملاء المهتمين* هي عبارة عن خدمة توفر معلومات العمل الخاصة بجهة " "اتصال مرتبطة بالعميل المهتم. إثراء العملاء المهتمين هي عملية شراء داخل " "التطبيق (IAP) تتطلب أرصدة لاستخدامها، وهي متاحة للعملاء المهتمين الحاليين في" " قاعدة بيانات أودو. " #: ../../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 "" "يمكن أن تتضمن المعلومات المقدمة من خلال إثراء العملاء المهتمين معلومات عامة " "عن الشركة (كاسم الشركة بالكامل وشعارها)، وحسابات وسائل التواصل الاجتماعي، " ":guilabel:`نوع الشركة`، :guilabel:`معلومات التأسيس`، :guilabel:`معلومات " "القطاعات`، عدد :guilabel:`الموظفين`، :guilabel:`الإيرادات المقدرة`، " ":guilabel:`رقم الهاتف`، :guilabel:`المنطقة الزمنية`، و :guilabel:`التقنيات " "المستخدمة`. " #: ../../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 "" "**يجب** أن يتم تفعيل خاصية *العملاء المهتمين* في صفحة إعدادات *إدارة علاقات " "العملاء* حتى تتمكن من استخدام خاصية إثراء العملاء المهتمين. للوصول إلى " "إعدادات *إدارة علاقات العملاء*، قم بالذهاب إلى :menuselection:`تطبيق إدارة " "علاقات العملاء --> التهيئة --> الإعدادات`. تحت قسم :guilabel:`إدارة علاقات " "العملاء`، قم بتفعيل خيار :guilabel:`العملاء المهتمين` ثم اضغط على " ":guilabel:`حفظ`. " #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27 msgid "Lead enrichment set up" msgstr "إعدادات إثراء العملاء المهتمين " #: ../../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 "" "لإعداد خاصية إثراء العملاء المهتمين في تطبيق *إدارة علاقات العملاء*، اذهب " "إلى :menuselection:`تطبيق إدارة علاقات العملاء --> التهيئة --> الإعدادات`. " "بعد ذلك، ضمن قسم :guilabel:`إنشاء العملاء المهتمين`، قم بتحديد مربع الاختيار" " بجوار :guilabel:`إثراء العملاء المهتمين`، وحدد إما :guilabel:`إثراء العملاء" " المهتمين عند الطلب فقط` أو :guilabel:`إثراء كافة العملاء المهتمين " "تلقائياً`. قم بالضغط على :guilabel:`حفظ` لتفعيل التغييرات. " #: ../../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 "" "صفحة إعدادات إنشاء عملاء مهتمين لإدارة علاقات العملاء، مع التركيز على تفعيل خاصية إثراء العملاء المهتمين وتحديد\n" "خيار إثراء العملاء المهتمين عند الطلب فقط. " #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41 msgid "Enrich leads" msgstr "إثراء العملاء المهتمين " #: ../../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 "" "يعتمد إثراء العملاء المهتمين على نطاق عنوان البريد الإلكتروني الخاص بالعميل " "الذي تم تعيينه للعميل المهتم. توجد طريقتان مختلفتان يمكن من خلالهما إثراء " "العميل المهتم: *تلقائياً* أو *يدوياً*. " #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47 msgid "Automatically enrich leads" msgstr "إثراء العملاء المهتمين تلقائياً " #: ../../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 "" "أثناء الإعداد، إذا تم تحديد خيار :guilabel:`إثراء كافة العملاء المهتمين " "تلقائياً` في صفحة :guilabel:`إعدادات` *إدارة علاقات العملاء*، فلن يضطر " "المستخدم إلى اتخاذ أي إجراء لإثراء العميل المهتم. يتم تشغيل الإجراء المجدول " "تلقائياً، كل 60 دقيقة، ويتم إثراء العملاء المهتمين بعد الاتصال بقاعدة بيانات" " عن بُعد. " #: ../../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 "" "للوصول إلى cron الذي يتم تشغيله لإثراء العملاء المهتميت تلقائياً، قم بتفعيل " ":ref:`وضع المطوِّر `، ثم انتقل إلى :menuselection:`تطبيق " "الإعدادات --> القائمة الفنية --> قسم الأتمتة --> الإجراءات المجدولة`. في " "شريط :guilabel:`البحث...`، قم بكتابة `إدارة علاقات العملاء`. اضغط على " "النتيجة المسماة :guilabel:`إدارة علاقات العملاء: إثراء العملاء المهتمين " "(IAP)`، وأجرِ أي تعديلات لازمة. في حقل :guilabel:`تنفيذ كل`، أدخل قيمة أكبر " "من أو تساوي خمس دقائق. " #: ../../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 "" "فيما يلي مثال على بيانات إثراء العملاء المهتمين التي تم إكمالها تلقائياً " "بنجاح: " #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0 msgid "Chatter showing lead enrichment data." msgstr "نافذة الدردشة تُظهِر بيانات عملية إثراء العملاء المهتمين. " #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69 msgid "Manually enrich leads" msgstr "إثراء العملاء المهتمين يدوياً " #: ../../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 "" "إذا تم تحديد خيار :guilabel:`إثراء العملاء المهتمين عند الطلب فقط` في صفحة " ":guilabel:`إعدادات` *إدارة علاقات العملاء*، عند تفعيل خيار :guilabel:`إثراء " "العملاء المهتمين`، فإن كل عميل مهتم يرغب المستخدم في إثرائه **يجب** أن يتم " "إثراؤه يدوياً. يتم تحقيق ذلك عن طريق الضغط على زر :guilabel:`إثراء` الموجود " "في القائمة العلوية للعميل المهتم. " #: ../../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 "" "سيتم جلب نفس المعلومات بنفس تكلفة الرصيد :abbr:`IAP (عملية الشراء داخل " "التطبيق)` (رصيد واحد لكل عملية إثراء). تعتبر طريقة الإثراء هذه مفيدة عندما " "لا يكون كل عميل مهتم بحاجة إلى الإثراء، أو إذا كنت تعمل بميزانية محدودة. " #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Manual enrich button feature highlighted on the CRM lead." msgstr "" "خاصية زر الإثراء اليدوي محددة لدى العميل المهتم في تطبيق إدارة علاقات " "العملاء. " #: ../../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 "" "قم بإثراء العملاء المحتملين على دفعات يدوياً باستخدام نافذة عرض *القائمة*. " "انتقل أولاً إلى :menuselection:`تطبيق إدارة علاقات العملاء --> العملاء " "المهتمين`، ثم اضغط على زر عرض القائمة (أيقونة :guilabel:`☰ (ثلاثة خطوط " "أفقية)`). بعد ذلك، قم بتحديد مربعات الاختيار الخاصة بالعملاء المهتمين الذين " "يجب إثراؤهم يدوياً. وأخيراً، اضغط على أيقونة :guilabel:`⚙️ إجراء`، وحدد خيار" " :guilabel:`إثراء` من القائمة المنسدلة التي ستظهر. يمكن تحقيق ذلك أيضاً من " "خلال صفحة *مخطط سير عملي*. للقيام بذلك، ما عليك سوى فتح تطبيق *إدارة علاقات " "العملاء*، أو الذهاب إلى :menuselection:`تطبيق إدارة علاقات العملاء --> " "المبيعات --> مخطط سير عملي`. يكشف كلا المسارين عن العملاء المهتمين والفرص في" " صفحة :guilabel:`مخطط سير العمل`. " #: ../../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 "" "إثراء العملاء الهتمين هي خاصية عملية شراء داخل التطبيق (IAP)، وكل عميل مهتم " "يتم إثراؤه سيستهلك رصيداً واحداً. " #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" "قم بالإشارة إلى المستند التالي للحصول على معلومات الأسعار الكاملة: `إنشاء " "العملاء المهتمين باستخدام خاصية IAP لدى أودو `_. " #: ../../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 "" "لشراء الرصيد، انتقل إلى :menuselection:`تطبيق إدارة علاقات العملاء --> " "التهيئة --> الإعدادات`. في قسم :guilabel:`إنشاء العملاء المهتمين`، تحت خاصية" " :guilabel:`إثراء العملاء المهتمين`، اضغط على زر :guilabel:`شراء رصيد`. " #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Buy credits from the lead enrichment settings." msgstr "قم بشراء الرصيد من إعدادات إثراء العملاء المهتمين. " #: ../../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 "" "يمكن أيضاً شراء الرصيد عن طريق الذهاب إلى :menuselection:`تطبيق الإعدادات`. " "في قسم :guilabel:`جهات الاتصال`، ضمن خاصية :guilabel:`IAP في أودو`، قم " "بالضغط على :guilabel:`عرض خدماتي`. " #: ../../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 "" "عند جمع معلومات الاتصال الخاصة بالشركة، تأكد من أن تكون على دراية بأحدث " "لوائح الاتحاد الأوروبي. لمزيد من المعلومات حول اللائحة العامة لحماية " "البيانات، ألقِ نظرة على: `Odoo GDPR `__. " #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich contacts with partner autocomplete" msgstr "إثراء جهات الاتصال عن طريق الإكمال التلقائي للشريك " #: ../../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 "" "تقوم خاصية *الإكمال التلقائي للشريك* بإثراء قاعدة بيانات جهات الاتصال " "ببيانات الشركة. في أي من التطبيقات، قم بإدخال اسم الشركة الجديد في حقل " ":guilabel:`العميل` (الحقل الفني `partner_id`)، وحدد إحدى الشركات المقترحة في" " القائمة المنسدلة. احصل على الفور على معلومات الشركة القيمة المليئة " "بالبيانات التي يصعب العثور عليها للشركة المرغوبة. " #: ../../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 "" "**لا يمكن** إدخال الشركة يدوياً في تطبيق *جهات الاتصال* قبل إثرائها " "بالبيانات. " #: ../../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 "" "يمكن أن تتضمن المعلومات المقدمة من خلال الإكمال التلقائي للشريك معلومات عامة" " عن الشركة (كاسم الشركة بالكامل وشعارها)، وحسابات وسائل التواصل الاجتماعي، " ":guilabel:`نوع الشركة`، :guilabel:`معلومات التأسيس`، :guilabel:`معلومات " "القطاعات`، عدد :guilabel:`الموظفين`، :guilabel:`الإيرادات المقدرة`، " ":guilabel:`رقم الهاتف`، :guilabel:`المنطقة الزمنية`، و :guilabel:`التقنيات " "المستخدمة`. " #: ../../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 "" "عند جمع معلومات الاتصال الخاصة بالشركة، تأكد من أن تكون على دراية بأحدث " "لوائح الاتحاد الأوروبي. لمزيد من المعلومات حول اللائحة العامة لحماية " "البيانات، ألقِ نظرة على: `Odoo GDPR `_. في أودو، لا " "يمكن البحث عن معلومات الاتصال الفردية باستخدام خاصية الإكمال التلقائي " "للشريك. " #: ../../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 "" "اذهب إلى :menuselection:`تطبيق الإعدادات --> قسم جهات الاتصال`. بعد ذلك، " "فعّل خاصية :guilabel:`الإكمال التلقائي للشريك` عن طريق تحديد مربع الاختيار " "الموجود بجانب الخاصية، ثم اضغط على :guilabel:`حفظ`. " #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "View of settings page and the activations of the feature in Odoo." msgstr "نظرة عامة على صفحة الإعدادات وتفعيل الخاصية في أودو. " #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37 msgid "Enrich contacts with corporate data" msgstr "قم بإثراء جهات الاتصال ببيانات الشركات " #: ../../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 "" "من أي تطبيق، عندما يكتب المستخدم اسم جهة اتصال جديدة للشركة، يكشف أودو عن " "قائمة منسدلة كبيرة تتضمن اقتراحات المطابقة المحتملة. إذا تم تحديد أي منها، " "فسيتم بعد ذلك تعبئة بيانات الشركة في جهة الاتصال ذات الصلة. " #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43 msgid "For example, after typing `Odoo`, the following information populates:" msgstr "على سبيل المثال، بعد كتابة `أودو`، ستظهر المعلومات التالية: " #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "Creating a new contact in Odoo" msgstr "إنشاء جهة اتصال جديدة في أودو " #: ../../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 "" "في الدردشة، ستظهر المعلومات التالية حول الشركة، بعد الضغط على جهة الاتصال " "المطلوبة التي تمت تعبئتها مسبقاً: " #: ../../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 "" "نظرة عامة على المعلومات التي يتم عرضها حول أودو مع خيار الإكمال التلقائي في " "أودو " #: ../../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 "" "يعمل الإكمال التلقائي للشريك أيضاً عند إدخال رقم :abbr:`VAT (ضريبة القيمة " "المضافة)` عوضاً عن اسم الشركة. " #: ../../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 "" "*الإكمال التلقائي للشريك* عبارة عن خدمة *شراء داخل التطبيق (IAP)*، والتي " "تتطلب استخدام أرصدة مدفوعة مسبقاً. كل طلب يستهلك رصيداً واحداً. " #: ../../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 "" "لشراء الرصيد، اذهب إلى :menuselection:`تطبيق الإعدادات --> قسم جهات " "الاتصال`. بعد ذلك، اذهب إلى خاصية :guilabel:`الإكمال التلقائي للشريك` ثم " "اضغط على :guilabel:`شراء رصيد`، أو اذهب إلى :guilabel:`خاصية IAP لدى أودو` " "واضغط على :guilabel:`عرض خدماتي`. من الصفحة التي تظهر، قم بتحديد الباقة " "المطلوبة. " #: ../../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 "" "إذا نفد الرصيد في قاعدة بياناتك، فإن المعلومات الوحيدة التي تتم تعبئتها عند " "الضغط على الشركة المقترحة ستكون رابط الموقع الإلكتروني وشعار الشركة. " #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75 msgid "Learn about our `Privacy Policy `_." msgstr "ألقِ نظرة على `سياسة الخصوصية هنا `_. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3 msgid "Utilize activities for sales teams" msgstr "استخدم خاصية الأنشطة لفِرَق المبيعات " #: ../../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 "" "*الأنشطة* هي مهام متابعة مرتبطة بسجل في قاعدة بيانات أودو. يمكن جدولة " "الأنشطة على أي صفحة من قاعدة البيانات التي تحتوي على سلسلة محادثات، أو طريقة" " عرض كانبان، أو طريقة عرض القائمة، أو طريقة عرض الأنشطة الخاصة بالتطبيق. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "" "The summary view of activities for leads and opportunities in an Odoo " "database." msgstr "" "نافذة العرض الموجزة لأنشطة العملاء المهتمين والفرص في قاعدة بيانات أودو. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "Planned Activities for Leads and Opportunities." msgstr "الأنشطة المخطط لها للعملاء المهتمين والفرص. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16 msgid "Activity types" msgstr "أنواع الأنشطة " #: ../../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 "" "تتوفر مجموعة من أنواع الأنشطة التي قد تمت تهيئتها مسبقاً في تطبيق *إدارة " "علاقات العملاء*. لعرض قائمة أنواع الأنشطة المتاحة، انتقل إلى " ":menuselection:`تطبيق إدارة علاقات العملاء--> التهيئة --> أنواع الأنشطة`. " #: ../../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 "" "تتوفر أنواع أنشطة إضافية ضمن قاعدة البيانات، ويمكن الاستفادة منها في عدة " "تطبيقات مختلفة. للوصول إلى القائمة الكاملة لأنواع الأنشطة، اذهب إلى " ":menuselection:`تطبيق الإعدادات`، ثم قم بالتمرير إلى قسم " ":guilabel:`المناقشة`، واضغط على :guilabel:`أنواع الأنشطة`. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27 msgid "The preconfigured activity types for the *CRM* app are as follows:" msgstr "" "أنواع الأنشطة التي تمت تهيئتها مسبقاً لتطبيق *إدارة علاقات العملاء* هي كما " "يلي: " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29 msgid "" ":guilabel:`Email`: adds a reminder to the chatter that prompts the " "salesperson to send an email." msgstr "" ":guilabel:`البريد الإلكتروني`: يضيف تذكيراً إلى الدردشة لحث مندوب المبيعات " "على إرسال رسالة بريد إلكتروني. " #: ../../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 "" ":guilabel:`مكالمة`: تقوم بفتح رابط في التقويم، حيث يمكن لمندوب المبيعات " "جدولة وقت للاتصال بجهة الاتصال. " #: ../../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 "" ":guilabel:`اجتماع`: يقوم بفتح رابط في التقويم حيث يمكن لمندوب المبيعات جدولة" " وقت لعقد اجتماع مع جهة الاتصال. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34 msgid ":guilabel:`To Do`: adds a general reminder task to the chatter." msgstr ":guilabel:`قائمة المهام`: يضيف مهمة تذكير عامة إلى الدردشة. " #: ../../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 "" ":guilabel:`رفع مستند`: يقوم بإضافة رابط إلى النشاط حيث يمكنك رفع مستند " "خارجي. لاحظ أن تطبيق *المستندات* **ليس** مطلوباً لاستخدام هذا النوع من " "النشاط. " #: ../../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 "" "إذا تم تثبيت تطبيقات أخرى، مثل *المبيعات* أو *المحاسبة*، فسيتم توفير أنواع " "الأنشطة الأخرى في تطبيق *إدارة علاقات العملاء*. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:43 msgid "Create a new activity type" msgstr "إنشاء نوع نشاط جديد " #: ../../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 "" "لإنشاء نوع نشاط جديد،اضغط على :guilabel:`جديد` في الجزء العلوي إلى يسار " "الصفحة لفتح استمارة فارغة. " #: ../../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 "في أعلى الاستمارة، ابدأ باختيار :guilabel:`اسم` لنوع النشاط الجديد. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:51 msgid "Activity settings" msgstr "إعدادات النشاط " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:54 msgid "Action" msgstr "إجراء" #: ../../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 "" "يقوم حقل *الإجراء* بتحديد الغرض من النشاط. تؤدي بعض الإجراءات إلى ظهور " "سلوكيات معينة بعد جدولة النشاط. " #: ../../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 "" "إذا تم تحديد خيار :guilabel:`رفع مستند`، تتم إضافة رابط لرفع المستند مباشرة " "إلى النشاط المخطط له في الدردشة. " #: ../../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 "" "إذا تم تحديد :guilabel:`مكالمة هاتفية` أو :guilabel:`اجتماع`، فلدى " "المستخدمين خيار فتح التقويم لجدولة وقت لهذا النشاط. " #: ../../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 "" "إذا تم تحديد خيار :guilabel:`طلب توقيع`، تتم إضافة رابط إلى النشاط المخطط له" " في الدردشة التي تفتح نافذة منبثقة لطلب التوقيع. " #: ../../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 "إعدادات النشاط في نوع النشاط الجديد مع التركيز على حقل الإجراء. " #: ../../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 "" "تختلف الإجراءات المتاحة لتحديدها في نوع النشاط، بناءً على التطبيقات المثبتة " "حالياً في قاعدة البيانات. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:75 msgid "Default user" msgstr "المستخدم الافتراضي " #: ../../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 "" "لإسناد هذا النشاط تلقائياً إلى مستخدم معين عندما تتم جدولة نوع النشاط هذا، " "قم باختيار اسم من القائمة المنسدلة :guilabel:`المستخدم الافتراضي`. إذا تركت " "هذا الحقل فارغاً، فسيتم إسناد النشاط للمستخدم الذي قام بإنشاء النشاط. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:82 msgid "Default summary" msgstr "الملخص الافتراضي " #: ../../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 "" "لتضمين الملاحظات عند إنشاء نوع النشاط هذا، قم بإدخالها في حقل " ":guilabel:`الملخص الافتراضي`. " #: ../../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 "" "يتم تضمين المعلومات الموجودة في الحقلين :guilabel:`المستخدم الافتراضي` " "و:guilabel:`الملخص الافتراضي` عند إنشاء نشاط ما. ومع ذلك، يمكن تغييرها قبل " "جدولة النشاط أو حفظه. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:93 msgid "Next activity" msgstr "النشاط التالي " #: ../../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 "" "لاقتراح نشاط جديد أو تشغيله تلقائياً بعد تعيين النشاط كمكتمل، يجب تعيين " ":guilabel:`نوع التسلسل`. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:99 msgid "Suggest next activity" msgstr "اقترح النشاط التالي " #: ../../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 "" "في حقل :guilabel:`نوع التسلسل`، قم بتحديد خيار :guilabel:`اقتراح النشاط " "التالي`. عند القيام بذلك، يتغير الحقل الموجود أسفله إلى: :guilabel:`اقتراح`." " اضغط على القائمة المنسدلة لحقل :guilabel:`اقتراح` لتحديد أي أنشطة للتوصية " "بها كمهام متابعة لهذا النوع من النشاط. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The Next Activity section on a new activity type form." msgstr "قسم النشاط التالي في استمارة نوع النشاط الجديد. " #: ../../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 "" "في حقل :guilabel:`الجدولة`، قم بتحديد موعد نهائي افتراضي لهذه الأنشطة. " "للقيام بذلك، قم بتهيئة العدد المطلوب من :guilabel:`الأيام` أو " ":guilabel:`الأسابيع` أو :guilabel:`الشهور`، ثم قرر ما إذا كان يجب أن يحدث " "النشاط :guilabel:`بعد تاريخ الإكمال` أو :guilabel:`بعد الموعد النهائي للنشاط" " السابق`. " #: ../../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 "يمكن تغيير معلومات حقل :guilabel:`الجدولة` قبل جدولة النشاط. " #: ../../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 "عند اكتمال كافة التهيئات، اضغط على زر :guilabel:`حفظ`. " #: ../../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 "" "إذا تم تعيين :guilabel:`نوع التسلسل` كـ :guilabel:`اقتراح النشاط التالي`، " "وكانت له أنشطة مدرجة في حقل :guilabel:`الاقتراح`، فسيتم تقديم توصيات " "للمستخدمين للأنشطة كخطوات تالية. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "" "A schedule activity pop-up with emphasis on the recommended activities." msgstr "النافذة المنبثقة لجدولة النشاط مع التركيز على الأنشطة الموصى بها. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:128 msgid "Trigger next activity" msgstr "تشغيل النشاط التالي " #: ../../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 "" "يؤدي تعيين :guilabel:`نوع التسلسل` إلى :guilabel:`تشغيل النشاط التالي` إلى " "تشغيل النشاط التالي على الفور بمجرد اكتمال النشاط السابق. " #: ../../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 "" "إذا تم تحديد :guilabel:`تشغيل النشاط التالي` في حقل :guilabel:`نوع التسلسل`،" " يتغير الحقل الموجود أسفله إلى: :guilabel:`تشغيل`. من القائمة المنسدلة لحقل " ":guilabel:`تشغيل`، قم بتحديد النشاط الذي يجب إطلاقه بمجرد اكتمال هذا النشاط." " " #: ../../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 "" "عندما يتم تعيين :guilabel:`نوع تسلسل` النشاط كـ :guilabel:`تفعيل النشاط " "التالي`، فسيؤدي تعيين النشاط كـ *منتهي* إلى تشغيل النشاط التالي المدرج في " "الحقل :guilabel:`تشغيل` على الفور. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:152 msgid "Activity tracking" msgstr "تتبع الأنشطة " #: ../../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 "" "حتى يكون مخطط سير عملك محدّثاً دائماً بأدق التفاصيل المتعلقة بحالات الأنشطة،" " بمجرد التفاعل مع العميل المهتم، عليك تعيين النشاط ذو الصلة كـ *منتهي*. يضمن" " ذلك إمكانية جدولة النشاط التالي عند اللزوم. كما أنه يمنع مخطط سير العمل من " "أن يصبح مزدحماً بالأنشطة التي فات موعد تنفيذها. " #: ../../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 "" "يكون مخطط سير العمل أكثر فعالية عندما يتم تحديثه والتحقق من دقته وفقاً " "للتفاعلات التي يتتبعها. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:163 msgid "Activity plans" msgstr "خُطط النشاط " #: ../../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 "" "تمنحك أنواع الأنشطة التي تم تعيين *نوع التسلسل* فيها كـ *تشغيل نشاط جديد* " "فرصة التخطيط المسبق لسلسلة من الأنشطة المخصصة. بمجرد تعيين النشاط كـ " "*منتهي*، سوف تتم جدولة النشاط التالي تلقائياً. " #: ../../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 "" "يمنحك إعداد *نوع التسلسل* في نوع النشاط فرصة للتخطيط بشكل مسبق لسلسلة من " "الفعاليات التي يمكن أن تساعد في عملية المبيعات. " #: ../../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 "" "يقوم مندوب المبيعات بإضافة عميل مهتم جديد إلى مخطط سير العمل الخاص به، ويقوم" " بجدولة نشاط *البريد الإلكتروني* لليوم التالي. تتم تهيئة نوع نشاط البريد " "الإلكتروني باستخدام الإعدادات التالية: " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:176 msgid ":guilabel:`Chaining Type`: `Suggest Next Activity`" msgstr ":guilabel:`نوع النسلسل`: `اقتراح النشاط التالي` " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:177 msgid ":guilabel:`Suggest`: `Call`, `Meeting`" msgstr ":guilabel:`اقترِح`: `مكالمة`، `اجتماع` " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178 msgid ":guilabel:`Schedule`: `2 days after previous activity deadline`" msgstr ":guilabel:`جدولة`: `بعد يومين من الموعد النهائي للنشاط السابق` " #: ../../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 "" "بعد إرسال بريد إلكتروني إلى العميل المهتم، يقوم مندوب المبيعات بالضغط على زر" " :guilabel:`تم وجدولة التالي` في النافذة المنبثقة :guilabel:`جدولة نشاط`. " "يؤدي ذلك إلى فتح نافذة منبثقة جديدة، حيث يتم إدراج الأنشطة التالية المقترحة " "كتوصيات للخطوات التالية. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "Schedule an activity pop-up window with recommended activities." msgstr "النافذة المنبثقة لجدولة النشاط، والتي تتضمن الأنشطة الموصى بها. " #: ../../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 "" "قد تختلف الأنشطة *المقترحة* أو *المفعّلة*، بناءً على عدة عوامل. ألقِ نظرة " "أدناه على بعض التسلسلات المقترحة: " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:193 msgid "Sample #1" msgstr "نموذج رقم 1 " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195 msgid "" "A salesperson adds a lead to the pipeline and schedules an *email* activity." msgstr "" "يقوم مندوب المبيعات بإضافة عميل مهتم إلى مخطط سير العمل ويقوم بجدولة نشاط " "*البريد الإلكتروني*. " #: ../../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 "" "يقترح نشاط *البريد الإلكتروني* جدولة *مكالمة* أو *اجتماع* خلال يومين من " "الموعد النهائي السابق. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:198 msgid "" "Both the *call* and the *meeting* activities trigger a *create quote* " "activity." msgstr "" "يؤدي كل من نشاطَي *الاتصال* و*الاجتماع* إلى تفعيل نشاط *إنشاء عرض سعر*. " #: ../../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 "" "بعد إرسال عرض الأسعار، تتم جدولة نشاط *متابعة عرض السعر* خلال خمسة أيام. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:201 msgid "Sample #2" msgstr "نموذج رقم 2 " #: ../../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 "" "تتم إضافة العميل المهتم :doc:` إلى مخطط سير العمل " "<../acquire_leads/generate_leads>` عبر استمارة الاتصال الخاصة بالموقع " "الإلكتروني. يقوم مدير المبيعات بتعيين مندوب مبيعات وجدولة نشاط *مكالمة*. " #: ../../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 "" "يؤدي نشاط *الاتصال* إلى تفعيل نشاط *رفع مستند*، بحيث يتمكن مندوب المبيعات من" " إرسال مُقترَح بعد مكالمة هاتفية ناجحة. " #: ../../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 "" "يقوم نشاط *رفع مستند* باقتراح أن تتم جدولة نشاط *طلب توقيع* أو *اجتماع*. " "يختار مندوب المبيعات أن يقوم بجدولة اجتماع. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:211 msgid "Sample #3" msgstr "نموذج رقم 3 " #: ../../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 "" "لاحظ مدير المبيعات أن العديد من مندوبي المبيعات يهملون متابعة العملاء " "المهتمين في الوقت المناسب. ونتيجة لذلك، فإن الأهداف ذات القيمة العالية لا " "تحظى بالاهتمام الكافي. " #: ../../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 "" "يقوم مدير المبيعات بإنشاء نوع نشاط جديد، بعنوان *متابعة*، والذي تتم تهيته عن" " طريق تعيين :guilabel:`الإجراء` كـ :guilabel:`تذكير`. " #: ../../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 "" "يقوم مدير المبيعات بإضافة إجراء *متابعة* عندما يتم تشغيل النشاط التالي أو " "اقتراحه لكافة أنشطة الفِرَق. " #: ../../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 "" "بعد أن يقوم مندوب المبيعات بجدولة نشاط *البريد الإلكتروني*، تتم جدولة نشاط " "*المتابعة* في اليوم التالي. بعد جدولة نشاط *اجتماع*، تتم جدولة نشاط *متابعة*" " بعد يومين. " #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225 msgid ":doc:`Activities `" msgstr ":doc:`الأنشطة ` " #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "تحليل الأداء " #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Check your Win/Loss Ratio" msgstr "تحقق من نسب الأرباح/الخسائر " #: ../../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 "" "لمعرفة مدى نجاح مخطط سير عملك، قم بإلقاء نظرة على نسبة الأرباح/الخسائر. " #: ../../content/applications/sales/crm/performance/win_loss.rst:8 msgid "" "To access this report, go to your *Pipeline* view under the *Reporting* tab." msgstr "" "للوصول إلى هذا التقرير، اذهب إلى نافذة عرض *مخطط سير العمل* ضمن علامة تبويب " "*إعداد التقارير*. " #: ../../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 "" "ومن هناك يمكنك تصفية الفرص التي ترغب في رؤيتها، والفرص المتاحة لك، والفرص " "الموجودة في قناة المبيعات الخاصة بك، وشركتك بأكملها، وما إلى ذلك. يمكنك " "بعدها الضغط على الفلتر والتحقق من الأرباح/الخسائر. " #: ../../content/applications/sales/crm/performance/win_loss.rst:18 msgid "You can also change the *Measures* to *Total Revenue*." msgstr "يمكنك أيضاً تغيير *المقاييس* إلى *إجمالي الإيرادات*. " #: ../../content/applications/sales/crm/performance/win_loss.rst:23 msgid "You also have the ability to switch to a pie chart view." msgstr "لديك أيضاً القدرة على التبديل إلى طريقة عرض المخطط الدائري. " #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "تنظيم مخطط سير العمل " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "إدارة الفرص الضائعة " #: ../../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 "" "ليست كل الفرص تؤدي إلى مبيعات ناجحة. وحتى يبقى مخطط سير العمل محدثاً، عليك " "تحديد الفرص الضائعة. يوفر تحديد سبب فقدان الفرصة رؤية إضافية يمكن أن تكون " "مفيدة للفرص المستقبلية. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" msgstr "تعيين العميل المهتم كضائع " #: ../../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 "" "لتعيين العميل المهتم كضائع، قم بفتح تطبيق :menuselection:`إدارة علاقات " "العملاء` ثم قم بتحديد عميل مهتم من مخطط سير العمل، عن طريق الضغط على بطاقة " "كانبان المقابلة له. يؤدي القيام بذلك إلى الكشف عن استمارة تفاصيل العميل " "المهتم. " #: ../../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 "" "بعدها، اضغط على خيار :guilabel:`ضائع`، الموجود أعلى استمارة تفاصيل العميل " "المهتم. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" "Buttons from the top of an opportunity record with the lost button " "emphasized." msgstr "الأزرار الموجودة أعلى سجل الفرصة مع التركيز على الزر المفقود. " #: ../../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 "" "يؤدي ذلك إلى فتح النافذة المنبثقة :guilabel:`سبب الضياع`. من القائمة " "المنسدلة، اختر أحد أسباب الضياع الموجودة. إذا لم يكن سبب منطبق، قم بإنشاء " "سبب جديد عن طريق إدخاله في حقل :guilabel:`سبب الضياع`، ثم قم بالضغط على " ":guilabel:`إنشاء`. " #: ../../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 "" "يمكن إضافة ملاحظات وتعليقات إضافية أسفل سبب الضياع المحدد في حقل " ":guilabel:`سبب الضياع`. " #: ../../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 "" "عندما يتم إدخال كافة المعلومات المطلوبة في النافذة المنبثقة :guilabel:`أسباب" " الضياع`، اضغط على زر :guilabel:`إرسال`. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost reasons popup with sample reasons." msgstr "النافذة المنبثقة لأسباب الضياع مع نماذج على الأسباب. " #: ../../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 "" "عند الضغط على زر :guilabel:`إرسال`، سوف تختفي النافذة المنبثقة، وسيعود أودو " "إلى استمارة تفاصيل العميل المهتم، حيث توجد الآن علامة حمراء جديدة باسم " ":guilabel:`ضائع` في الزاوية العلوية اليمنى من العميل المهتم. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 msgid "Create/edit lost reasons" msgstr "إنشاء/تحرير أسباب الضياع " #: ../../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 "" "لإنشاء سبب ضياع جديد، أو تحرير سبب موجود، انتقل إلى :menuselection:`تطبيق " "إدارة علاقات العملاء --> التهيئة --> أسباب الضياع`. " #: ../../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 "" "لتحرير سبب موجود، قم بالضغط على السبب الذي يجب تعديله. عند الضغط عليه، يصبح " "هذا السبب بارزاً. بمجرد إبرازه، قم بتغيير وصف سبب الضياع المحدد عن طريق " "تحرير حقل :guilabel:`الوصف`. عند الانتهاء، اضغط على :guilabel:`حفظ` في " "الزاوية العلوية إلى اليسار. " #: ../../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 "" "لإنشاء سبب ضياع جديد، قم بالضغط على زر :guilabel:`إنشاء` في الزاوية العلوية " "إلى يسار صفحة :guilabel:`أسباب الضياع`. يؤدي القيام بذلك إلى ظهور سطر فارغ " "جديد في حقل :guilabel:`الوصف`. بعدها، باشر بكتابة سبب الصياع الجديد في هذا " "السطر الجديد. عند انتهائك، اضغط على زر :guilabel:`حفظ`. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 msgid "Retrieve lost opportunities" msgstr "إحضار الفرص الضائعة " #: ../../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 "" "لإحضار الفرص الضائعة في تطبيق *إدارة علاقات العملاء* لدى أودو، افتح " ":menuselection:`تطبيق إدارة علاقات العملاء` في لوحة البيانات الرئيسية " ":guilabel:`لمخطط سير العمل`. بعد ذلك، قم بالضغط على قائمة " ":guilabel:`الفلاتر` المنسدلة، الموجودة أسفل شريط البحث. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with lost filter emphasized." msgstr "شريط البحث مع إبراز فلتر الفرص الضائعة. " #: ../../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 "" "من قائمة :guilabel:`الفلاتر` المنسدلة، قم بتحديد خيار :guilabel:`ضائع`. عند " "تحديد :guilabel:`ضائع`، سيظهر العملاء المهتمون الذين تم تعيينهم كـ `ضائع` " "فقط، في صفحة :guilabel:`مخطط سير العمل`. " #: ../../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 "" "لتصفية العملاء المهتمين حسب سبب ضياع محدد، قم بتحديد :menuselection:`الفلاتر" " --> إضافة فلتر مخصص`. يؤدي القيام بذلك إلى ظهور قائمة منسدلة أخرى تحتوي على" " ثلاثة حقول. " #: ../../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 "" "في القائمة المنسدلة للحقل العلوي، حدد :guilabel:`سبب الضياع`. في القائمة " "المنسدلة للحقل الثاني، قم بتحديد خيار :guilabel:`يحتوي على`. بعد ذلك، في " "الحقل الثالث من القائمة الفرعية :guilabel: `إضافة حقل مخصص`، قم بكتابة " "الكلمات الرئيسية المحددة. وأخيراً، اضغط على زر :guilabel:`تطبيق`. عند الضغط " "على :guilabel:`تطبيق`، يكشف أودو عن كافة العملاء المهتمين الضائعين لسبب " "يحتوي على تلك الكلمات المفتاحية المحددة. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with custom filter added for lost reason." msgstr "تمت إضافة شريط البحث مع فلتر مخصص لسبب الضياع. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 msgid "Restore lost opportunities" msgstr "استعادة الفرص الضائعة " #: ../../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 "" "لاستعادة فرصة ضائعة، انتقل إلى لوحة بيانات :guilabel:`مخطط سير العمل` " "الرئيسية في تطبيق *إدارة علاقات العملاء*، ثم قم بفتح قائمة " ":guilabel:`الفلاتر` المنسدلة، وحدد خيار :guilabel:`ضائع`. يؤدي القيام بذلك " "إلى الكشف عن كافة الفرص الضائعة في صفحة :guilabel:`مخطط سير العمل`. " #: ../../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 "" "بعد ذلك، اضغط على بطاقة كانبان الخاصة بالفرصة الضائعة المطلوبة لاستعادتها، " "مما يؤدي إلى فتح استمارة تفاصيل هذا العميل المهتم. " #: ../../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 "" "من استمارة تفاصيل العميل المهتم الضائع، اضغط على :guilabel:`استعادة` في " "الزاوية العلوية إلى اليسار. يؤدي القيام بذلك إلى إزالة علامة " ":guilabel:`ضائع` الحمراء من استمارة العميل المهتم، مما يدل على استعادة " "العميل المهتم. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "الفرصة الضائعة مع إبراز زر الاستعادة. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 msgid "Restore multiple opportunities at once" msgstr "استعادة عدة فرص دفعة واحدة " #: ../../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 "" "لاستعادة عدة فرص دفعة واحدة، اذهب إلى لوحة البيانات الرئيسية لـ " ":guilabel:`مخطط سير العمل` في تطبيق *إدارة علاقات العملاء*، ثم قم بفتح " "القائمة :guilabel:`الفلاتر` المنسدلة، وتحديد خيار :guilabel:`ضائع`. " #: ../../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 "" "بعد ذلك، حدد خيار عرض القائمة، والذي يظهر على هيئة أيقونة مكونة من ثلاثة " "أسطر :guilabel:`(قائمة) ☰` في الزاوية العلوية إلى اليمين. ييقوم ذلك بوضع " "كافة العملاء المهتمين من صفحة :guilabel:`مخطط سير العمل` على هيئة قائمة. بعد" " اختيار القائمة، قم بتحديد الخيار الموجود يسار كل فرصة/عميل مهتم ترغب في " "استعادته. " #: ../../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 "" "بمجرد قيامك بتحديد الفرص/العملاء المهتمين المطلوبين، اضغط على القائمة " "المنسدلة :guilabel:`⚙️ Action (gear)` في الجزء العلوي من صفحة " ":guilabel:`مخطط سير العمل`. من القائمة المنسدلة :guilabel:`⚙️ Action " "(gear)`، قم بتحديد خيار :guilabel:`إلغاء الأرشفة`. " #: ../../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 "" "يؤدي القيام بذلك إلى إزالة تلك الفرص الضائعة المحددة من صفحة :guilabel:`مخطط" " سير العمل` لأنها لم تعد تتناسب مع معايير فلتر `ضائع`. للكشف عن هؤلاء " "العملاء المهتمين الذين تمت استعادتهم حديثاً، قم بحذف فلتر `ضائع` من شريط " "البحث. " #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "زر الإجراء من نافذة عرض القائمة مع إبراز خيار إلغاء الأرشفة. " #: ../../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 "فِرَق مبيعات متعددة " #: ../../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 "" "استخدم خاصية *فِرَق المبيعات* لإدارة عدة فِرَق مبيعات أو أقسام أو قنوات، " "ولكل منها عمليات مبيعات فريدة خاصة بها. " #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10 msgid "Create a new sales team" msgstr "إنشاء فريق مبيعات جديد " #: ../../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 "" "لإنشاء فريق مبيعات جديد، اذهب إلى تطبيق :menuselection:`إدارة علاقات العملاء" " --> التهيئة --> فِرَق المبيعات`، ثم اضغط على زر :guilabel:`إنشاء`. " #: ../../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 "" "في صفحة الإنشاء، قم بتعيين :guilabel:`لقب البريد الإلكتروني` لإنشاء عميل " "مهتم/فرصة لفريق المبيعات تلقائياً في كل مرة يتم فيها إرسال رسالة إلى عنوان " "البريد الإلكتروني الفريد هذا. اختر ما إذا كنت ترغب في قبول رسائل البريد " "الإلكتروني من :guilabel:`الجميع`، أو :guilabel:`الشركاء المعتمدون`، أو " ":guilabel:`المتابعون فقط`. " #: ../../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 "" "قم بتعيين :guilabel:`هدف للفوترة` إذا كان لدى هذا الفريق أهداف محددة من حيث " "الإيرادات الشهرية. قم بإعداد :guilabel:`نطاق` لإسناد العملاء المهتمين/الفرص " "لفريق المبيعات بناءً على فلاتر محددة، مثل الدولة أو اللغة أو الحملة. " #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Create a sales team in Odoo CRM." msgstr "إنشاء فريق مبيعات في تطبيق إدارة علاقات العملاء لدى أودو. " #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29 msgid "Add members to a sales team" msgstr "إضافة أعضاء إلى فريق المبيعات " #: ../../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 "" "لإضافة أعضاء إلى الفريق، اضغط على زر :guilabel:`إضافة` ضمن علامة تبويب " ":guilabel:`الأعضاء` عند تحرير صفحة تهيئة فريق المبيعات. قم بتحديد مندوب " "مبيعات من القائمة المنسدلة أو قم بإنشاء مندوب مبيعات جديد، ثم عيّن الحد " "الأقصى لعدد العملاء المهتمين الذين يمكن إسنادهم إلى مندوب المبيعات هذا خلال " "فترة 30 يوم للتأكد من عدم إرهاقه بالعمل. " #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Add a salesperson in Odoo CRM." msgstr "إضافة مندوب مبيعات في تطبيق إدارة علاقات العملاء لدى أودو. " #: ../../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 "" "يمكن إضافة شخص واحد كعضو في الفريق أو :guilabel:`قائد الفريق` في عدة فِرَق " "مبيعات، مما يتيح له الوصول إلى كافة مخططات سير العمل التي يحتاج إليها. " #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44 msgid "Sales team dashboard" msgstr "لوحة بيانات فِرَق المبيعات " #: ../../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 "" "لعرض لوحة بيانات فريق المبيعات، اذهب إلى تطبيق :menuselection:`إدارة علاقات " "العملاء --> المبيعات --> الفِرَق`. سيتمكن مستخدمو أودو من رؤية الفِرَق التي " "ينتمون إليها كمربعات في لوحة البيانات. " #: ../../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 "" "يقدم كل مربع نظرة عامة على الفرص المفتوحة لفريق المبيعات وعروض الأسعار " "وأوامر المبيعات والإيرادات المتوقعة، بالإضافة إلى رسم بياني شريطي للفرص " "الجديدة كل أسبوع وشريط تقدم الفوترة. " #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Sales team overview dashboard in Odoo CRM." msgstr "" "لوحة بيانات توضح نظرة عامة على فريق المبيعات في تطبيق إدارة علاقات العملاء " "لدى أودو. " #: ../../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 "" "اضغط على النقاط الثلاث الموجودة في زاوية المربع لفتح قائمة التنقل التي تتيح " "للمستخدمين عرض المستندات أو التقارير بسرعة، أو إنشاء عروض أسعار أو فرص " "جديدة، أو اختيار لون للفريق، أو الوصول إلى صفحة تهيئة الفريق. " #: ../../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 "" "اضغط على قائمة النقاط الثلاث في لوحة بيانات تطبيق إدارة علاقات العملاء لدى " "أودو لعرض المستندات وإنشاء الفرص. " #: ../../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 "" "اضغط على زر :guilabel:`مخطط سير العمل` للانتقال مباشرة إلى مخطط سير عمل " "إدارة علاقات العملاء الخاص بهذا الفريق. " #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "إسناد العملاء المهتمين وتتبعهم " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "" "إسناد العملاء المهتمين باستخدام خاصية التصنيف التوقعي العملاء المهتمين " #: ../../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 "" "يقوم أودو تلقائياً باحتساب احتمالية الفوز بكل عميل مهتم باستخدام طريقة تسمى " "*التصنيف التوقعي للعملاء المهتمين*. " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "التصنيف التوقعي للعملاء المهتمين " #: ../../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 "" "عندما تقوم الشركة بمعالجة الفرص من خلال مخطط سير عمل إدارة علاقات العملاء، " "يقوم أودو بجمع البيانات حول الفرص التي قد تم ربحها أو خسارتها. تستخدم خاصية " "التصنيف التوقعي للعملاء المهتمين هذه البيانات للتنبؤ باحتمالية الفوز بكل " "عميل مهتم أو فرصة جديدة. " #: ../../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 "" "كلما ازداد عدد الفرص التي يتم إرسالها عبر مخطط سير عمل إدارة علاقات العملاء،" " كلما ازدادت كمية البيانات التي يجمعها أودو، مما يؤدي إلى احتمالات أكثر دقة." " " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "" "على وجه التحديد، يستخدم نظام التصنيف التوقعي للعملاء المهتمين لدى أودو نموذج" " الاحتمالية *naive Bayes*: " #: ../../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 "احتمالية النجاح المعروضة في استمارة الفرصة. " #: ../../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 "" "بعدها، اضغط على القائمة المنسدلة لاختيار المتغيرات التي ستقوم خاصية التصنيف " "التوقعي للعملاء المهتمين بأخذها بعين الاعتبار. " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" "نافذة تحديث الاحتمالات في إعدادات خاصية التصنيف التوقعي للعملاء المهتمين. " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "يمكن تفعيل أي كم من المتغيرات التالية: " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`المحافظة`: المنطقة الجغرافية التي نشأت منها الفرصة " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`الدولة`: الدولة الجغرافية التي نشأت منها الفرصة " #: ../../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:`جودة رقم الهاتف`: ما إذا كان رقم الهاتف مدرجاً في هذه الفرصة أم " "لا " #: ../../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:`جودة البريد الإلكتروني`: ما إذا كان عنوان البريد الإلكتروني " "مدرجاً في هذه الفرصة أم لا " #: ../../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:`المصدر`: مصدر الفرصة (مثل محرك البحث، وسائل التواصل الاجتماعي) " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`اللغة`: اللغة المتحدث بها المحددة في الفرصة " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`علامات التصنيف`: علامات التصنيف الموضوعة على الفرصة " #: ../../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 "" "المتغيران `المرحلة` و`الفريق` ساريان دائماً. تشير `المرحلة` إلى مرحلة مخطط " "سير عمل إدارة علاقات العملاء والذي تتواجد فيها الفرصة. ويشير `الفريق` إلى " "فريق المبيعات الذي تم إسناده لتلك الفرصة. تأخذ خاصية التصنيف التوقعي للعملاء" " المهتمين *دائماً* هذين المتغيرين بعين الاعتبار، بغض النظر عن المتغيرات " "الاختيارية التي تم تحديدها. " #: ../../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 "" "بعد ذلك، اضغط على حقل التاريخ بجوار الخيار :guilabel:`اعتبار العملاء " "المهتمين الذين تم إنشاؤهم بدءاً من تاريخ:` لتحديد التاريخ الذي ستبدأ منه " "عملية التصنيف التوقعي للعملاء المهتمين بالحساب. " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "وأخيراً اضغط على :guilabel:`تأكيد` لحفظ التغييرات. " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "تغيير الاحتمالية يدوياً " #: ../../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 "" "يمكن تغيير احتمالية نجاح الفرصة يدوياً في استمارة الفرصة. قم بالضغط على رقم " "الاحتمالية لتحريره. " #: ../../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 "" "يتم استخدام رمز الترس لإعادة تفعيل خاصية الاحتمالية التلقائية في استمارة " "الفرصة. " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:116 msgid "Assign leads based on probability" msgstr "إسناد العملاء المهتمين بناءً على الاحتمالية " #: ../../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 "تهيئة عملية الإسناد حسب القواعد " #: ../../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 "" "لإعداد عملية الإسناد التلقائي للعملاء المهتمين، قم بتحديد خيار " ":guilabel:`بشكل متكرر ` للقسم :guilabel:`قيد التشغيل`. بعد ذلك، قم بتخصيص " "عدد المرات التي سيقوم فيها أودو بتشغيل عملية الإسناد التلقائي في قسم " ":guilabel:`التكرار كل`. " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "إعدادات الإسناد حسب القواعد في إعدادات تطبيق إدارة علاقات العملاء. " #: ../../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 "تهيئة قواعد الإسناد " #: ../../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 "" "اضغط على :guilabel:`إضافة فلتر` لبدء إنشاء قواعد الإسناد. اضغط على علامة " ":guilabel:`+` الموجودة يمين قاعدة الإسناد لإضافة بند آخر. اضغط على الرمز " ":guilabel:`x` لإزالة البند. " #: ../../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 "" "لإنشاء قاعدة إسناد بناءً على احتمالية نجاح الفرصة، اضغط على القائمة المنسدلة" " الموجودة أقصى اليسار لسطر قاعدة المهمة، وحدد :guilabel:`الاحتمالية`. " #: ../../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 "" "من القائمة المنسدلة الوسطى، حدد رمز المعادلة التي تريدها—على الأرجح رمز " "*أكبر من* أو *أقل من* أو *أكبر من أو يساوي* أو *أقل من أو يساوي*. " #: ../../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 "" "في المساحة الموجودة أقصى اليمين، قم بإدخال القيمة العددية المطلوبة " "للاحتمالية. وأخيراً، اضغط على زر :guilabel:`حفظ` لحفظ التغييرات. " #: ../../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 "" "لتهيئة قاعدة إسناد بحيث يتلقى فريق المبيعات العملاء المهتمين الذين لديهم " "احتمالية نجاح بنسبة 20% أو أكثر، قم بإنشاء بند :guilabel:`النطاق` الذي يحتوي" " على: `الاحتمال >= 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 "" "تم تعيين نطاق فريق المبيعات للتعامل مع الاحتمالية الأكبر من أو المساوية " "لعشرين بالمائة. " #: ../../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 "" "يمكن أيضاً تهيئة قواعد إسناد منفصلة لأعضاء الفريق الفرديين. من صفحة تهيئة " "فريق المبيعات، قم بالضغط على أحد أعضاء الفريق في علامة تبويب " ":guilabel:`الأعضاء`، ثم قم بتحرير قسم :guilabel:`النطاق`. بعدها، اضغط على زر" " :guilabel:`حفظ` لحفظ التغييرات. " #: ../../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 "" "لإسناد العملاء المهتمين يدوياً إلى فريق المبيعات هذا، قم بالضغط على زر " ":guilabel:`إسناد العملاء المهتمين` الموجود أعلى صفحة تهيئة فريق المبيعات. " "سوف يؤدي ذلك إلى إسناد أي عملاء مهتمين لم يتم إسنادهم، والذين يطابقون النطاق" " المعيّن لهذا الفريق. " #: ../../content/applications/sales/members.rst:3 msgid "Members" msgstr "الأعضاء" #: ../../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 "منتجات العضوية" #: ../../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 "نقطة البيع" #: ../../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 "" "مع **نقطة البيع لدى أودو**، يمكنك إدارة متاجرك ومطاعمك بسهولة. يعمل التطبيق " "على أي جهاز مزود بمتصفح ويب، حتى لو انقطع اتصالك بالإنترنت بشكل مؤقت. يتم " "تسجيل تحركات المنتج تلقائياً في مخزونك، وتحصل على إحصائيات في الوقت الفعلي، " "ويتم تجميع بياناتك عبر كافة المتاجر. " #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "" "`دروس أودو التعليمية: الدروس التعليمية لنقاط البيع " "`_ " #: ../../content/applications/sales/point_of_sale.rst:14 msgid ":doc:`IoT Boxes Documentations `" msgstr ":doc:`وثائق أجهزة IoT ` " #: ../../content/applications/sales/point_of_sale.rst:19 msgid "Start a session" msgstr "بدء الجلسة " #: ../../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 "" "من **لوحة بيانات نقطة البيع**، اضغط على زر :guilabel:`جلسة جديدة`، وفي شاشة " ":guilabel:`ضبط النقد الافتتاحي`، اضغط على :guilabel:`فتح جلسة` لبدء جلسة " "نقطة بيع، أو اضغط على :guilabel: `متابعة البيع` إذا كانت الجلسة مفتوحة " "بالفعل. " #: ../../content/applications/sales/point_of_sale.rst:26 msgid "" ":doc:`Multiple users ` can be logged into the " "same session at the same time. However, the session can only be opened once " "on the same browser." msgstr "" ":doc:`يمكن تسجيل دخول عدة مستخدمين ` إلى نفس " "الجلسة في نفس الوقت. ومع ذلك، لا يمكن فتح الجلسة إلا مرة واحدة على نفس " "المتصفح. " #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "ابدأ ببيع المنتجات " #: ../../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 "" "اضغط على المنتجات لإضافتها إلى سلة التسوق. لتغيير **الكمية**، اضغط على " ":guilabel:`الكمية` وأدخل عدد المنتجات باستخدام لوحة المفاتيح. لإضافة **خصم**" " أو تعديل **سعر** المنتج، اضغط بالترتيب التالي على :guilabel:`% الخصم` أو " ":guilabel:`السعر` ثم قم بإدخال المبالغ. " #: ../../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 "" "بمجرد اكتمال الطلب، تابع إلى عملية الدفع عن طريق الضغط على زر " ":guilabel:`الدفع`. قم بتحديد **طريقة الدفع**، وأدخِل المبلغ المستلم، ثم اضغط" " على :guilabel:`تصديق`. اضغط على :guilabel:`طلب جديد` للانتقال إلى العميل " "التالي. " #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "الواجهة البرمجية لجلسة نقطة البيع. " #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "يمكنك استخدام كل من `،` و`.` على لوحة المفاتيح كفواصل عشرية. " #: ../../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 "" "يتم تحديد **النقد** بشكل افتراضي إذا قمت بإدخال المبلغ دون اختيار طريقة " "الدفع. " #: ../../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 "" "يمكن للنظام تحميل عدد محدود فقط من المنتجات حتى يُفتَح بشكل فعال. اضغط على " ":guilabel:`البحث عن المزيد` إذا لم يتم تحميل المنتج المطلوب تلقائياً. " #: ../../content/applications/sales/point_of_sale.rst:56 msgid "Set customers" msgstr "قم بإعداد العملاء " #: ../../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 "" "يُعَد تسجيل العملاء أمراً ضرورياً من أجل :doc:`جمع نقاط الولاء الخاصة بهم " "ومنحهم مكافآت `، أو لتطبيق :doc:`قائمة أسعار " "مخصصة ` تلقائياً، أو :ref:` لإنشاء وطباعة " "الفواتير `. " #: ../../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 "" "يمكنك إنشاء العملاء من :ref:`جلسات نقاط البيع المفتوحة ` " "عن طريق الضغط على :menuselection:`العميل --> إنشاء`، تعبئة معلومات التواصل. " "يمكنك أيضاً إنشاء عملاء من الواجهة الخلفية عن طريق الذهاب إلى " ":menuselection:`نقطة البيع --> الطلبات --> العملاء` والضغط على " ":guilabel:`جديد`. ثم قم بتعبئة المعلومات وحفظها. " #: ../../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 "" "لتعيين عميل أثناء الطلب، قم بالوصول إلى قائمة العملاء من خلال الضغط على " ":guilabel:`العميل` في واجهة نقطة البيع. يمكنك أيضاً إعداد عميل في شاشة الدفع" " عن طريق الضغط على :guilabel:`العميل`. " #: ../../content/applications/sales/point_of_sale.rst:75 msgid "Customer notes" msgstr "ملاحظات العملاء " #: ../../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 "" "يمكنك إضافة **ملاحظات العملاء** حول منتجات معينة مباشرة من :ref:`جلسة نقطة " "البيع `. على سبيل المثال، لتقديم نصائح التنظيف والصيانة. " "ويمكن استخدامها أيضاً لتتبع طلب معين للعميل، مثل عدم رغبته في تركيب المنتج " "له. " #: ../../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 "" "للقيام بذلك، قم بتحديد منتج ثم اضغط على :guilabel:`ملاحظة العميل` على " "اللوحة. يؤدي القيام بذلك إلى فتح نافذة منبثقة يمكنك من خلالها إضافة محتوى " "الملاحظة أو تعديله. " #: ../../content/applications/sales/point_of_sale.rst:85 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr "" "يتم عرض ملاحظات المنتج من :doc:`أمر بيع تم تصديره " "` بنفس الطريقة المعروض بها في عربة التسوق. " #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "" "زر ملاحظات العملاء والملاحظات المكتوبة للمنتجات الموجودة في عربة التسوق (أمر" " البيع وجلسة نقطة البيع) " #: ../../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 "" "تَظهَر ملاحظات العميل على إيصالات العملاء وفواتيرهم بنفس الطريقة التي تظهر " "بها في عربة التسوق، تحت المنتج ذي الصلة. " #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "" "إيصال العميل مع ملاحظات من إحدى أوامر البيع ومن خاصية ملاحظات العملاء " #: ../../content/applications/sales/point_of_sale.rst:100 msgid "Return and refund products" msgstr "إرجاع المنتجات واسترداد الأموال " #: ../../content/applications/sales/point_of_sale.rst:102 msgid "To return and refund a product," msgstr "حتى تقوم بإرجاع منتج واسترداد مالك، " #: ../../content/applications/sales/point_of_sale.rst:104 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr ":ref:`ابدأ جلسة ` من **لوحة بيانات نقطة البيع**؛ " #: ../../content/applications/sales/point_of_sale.rst:105 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "اضغط على :guilabel:`استرداد الأموال` وقم بتحديد الطلب المقابل؛ " #: ../../content/applications/sales/point_of_sale.rst:106 msgid "select the product and the quantity to refund using the keypad;" msgstr "قم بتحديد المنتج والكمية المراد استردادها باستخدام لوحة المفاتيح؛ " #: ../../content/applications/sales/point_of_sale.rst:107 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "اضغط على خيار :guilabel:`استرداد الأموال` للعودة إلى الشاشة السابقة؛ " #: ../../content/applications/sales/point_of_sale.rst:108 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "" "بمجرد اكتمال الطلب، اضغط على :guilabel:`الدفع` لمتابعة عملية استرداد " "الأموال؛ " #: ../../content/applications/sales/point_of_sale.rst:109 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr "" "اضغط على :guilabel:`تصديق` ثم :guilabel:`طلب جديد` للانتقال إلى العميل " "التالي. " #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "نافذة عرض عملية استرداد الأموال في نقطة البيع " #: ../../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 "" "يمكنك تصفية **قائمة الطلبات** حسب :guilabel:`رقم الإيصال`، " ":guilabel:`التاريخ` أو :guilabel:`العميل` باستخدام شريط البحث. " #: ../../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 "" "يمكنك أيضاً استرداد أموال منتج ما عن طريق تحديد المنتج الذي قمت بإرجاعه من " "جلسة مفتوحة، وتعيين كمية سالبة تساوي عدد المنتجات المرتجعة. للقيام بذلك، " "اضغط على :guilabel:`الكمية` و :guilabel:`+/-`، متبوعة بكمية المنتجات التي تم" " إرجاعها. " #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale.rst:138 msgid "Close the POS session" msgstr "إغلاق جلسة نقطة البيع " #: ../../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 "" "لإغلاق جلستك، اضغط على :guilabel:`إغلاق` في الزاوية العلوية إلى يمين شاشتك؛ " "يؤدي القيام بذلك إلى فتح الشاشة المنبثقة :guilabel:`التحكم في الإغلاق`. من " "هذه الشاشة، يمكنك جلب المعلومات المختلفة: " #: ../../content/applications/sales/point_of_sale.rst:144 msgid "" "the number of orders made and the total amount made during the session;" msgstr "عدد الطلبات المقدمة والمبلغ الإجمالي الذي تم جَنيُه خلال الجلسة؛ " #: ../../content/applications/sales/point_of_sale.rst:145 msgid "the expected amounts grouped by payment method." msgstr "المبالغ المتوقعة مجمعة حسب طريقة الدفع. " #: ../../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 "" "قبل إغلاق هذه النافذة، قم بحساب النقد باستخدام أيقونة الآلة الحاسبة. يؤدي " "القيام بذلك إلى فتح نافذة منبثقة يتم فيها حساب المبلغ الإجمالي في درج النقد " "بناءً على العملات المعدنية والورقية التي يتم عدها وإضافتها يدوياً. بعد ذلك، " "اضغط على :guilabel:`تأكيد` أو :guilabel:`إهمال` لإغلاق النافذة. يتم تعيين " "المبلغ المحسوب في عمود :guilabel:`تم حسابه`، ويتم تحديد :guilabel:`تفاصيل " "النقد` في قسم **الملاحظلات**. " #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "كيفية إغلاق جلسة نقطة البيع. " #: ../../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 "" "بمجرد الانتهاء من ضبط المبالغ، قم بالضغط على :guilabel:`إغلاق الجلسة` " "للإغلاق والعودة إلى **لوحة بيانات نقطة البيع**. " #: ../../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 "" "يمكنك ترك الجلسة مفتوحة عن طريق الضغط على :guilabel:`الواجهة الخلفية` أو " "الإلغاء ومواصلة البيع عن طريق الضغط على :guilabel:`إهمال`. " #: ../../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 "" "بناءً على الإعداد الذي قمت به، قد يُسمح لك بإغلاق الجلسة فقط إذا كانت " "الإيرادات النقدية المتوقعة مساوية للنقد الذي تم حسابه. لإغلاق الجلسة بأي " "حال، اضغط على زر :guilabel:`حسناً` في شاشة :guilabel:`فرق المدفوعات`. " #: ../../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 "يُنصح بشدة بإغلاق جلسة نقطة البيع الخاصة بك في نهاية كل يوم. " #: ../../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 "" "لإلقاء نظرة على كافة جلساتك السابقة، اذهب إلى :menuselection:`نقطة البيع -->" " الطلبات --> الجلسات`. " #: ../../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 "" "للوصول إلى إعدادات نقطة البيع العامة، اذهب إلى :menuselection:`نقطة البيع " "--> التهيئة --> الإعدادات`. بعد ذلك، قم بفتح القائمة المنسدلة في حقل " ":guilabel:`نقطة البيع` وحدد نقطة البيع التي ترغب في تهيئتها. " #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "القائمة المنسدلة لتحديد نقطة البيع في إعدادات التطبيق " #: ../../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 "" "هذه الإعدادات متاحة للمستخدمين الذين تم تعيين :doc:`صلاحيات الوصول " "` الخاصة بـ :guilabel:`الإدارة` كـ " ":guilabel:`الإعدادات`. " #: ../../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 "" "يمكنك أيضاً تهيئة بعض الإعدادات من لوحة البيانات عن طريق الضغط على زر النقاط" " الرأسية (:guilabel:`⋮`) الموجود على بطاقة نقطة البيع. يؤدي القيام بذلك إلى " "فتح نافذة منبثقة، يمكنك من خلالها: " #: ../../content/applications/sales/point_of_sale/configuration.rst:27 msgid ":doc:`Enable multiple employees to log in. `" msgstr ":doc:`أتح لعدة موظفين تسجيل الدخول. ` " #: ../../content/applications/sales/point_of_sale/configuration.rst:28 msgid ":doc:`Connect and set up an IoT box. <../../general/iot/config/pos>`" msgstr ":doc:`اتصل بجهاز IoT وقم بإعداده. <../../general/iot/config/pos>` " #: ../../content/applications/sales/point_of_sale/configuration.rst:29 msgid ":doc:`Connect and set up an ePOS printer. `" msgstr "" ":doc:`تعذر إعداد الطابعة الإكترونية لنقطة البيع. ` " #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "نافذة منبثقة للوصول إلى الإعدادات السريعة في نقطة البيع " #: ../../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 "" "هذه الإعدادات متاحة للمستخدمين الذين تم تعيين :doc:`صلاحيات الوصول " "` الخاصة بـ :guilabel:`نقطة البيع` كـ " ":guilabel:`الإدارة`. " #: ../../content/applications/sales/point_of_sale/configuration.rst:39 msgid "Make products available" msgstr "اجعل المنتجات متاحة " #: ../../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 "" "لجعل المنتجات متاحة للبيع، اذهب إلى :menuselection:`نقطة البيع --> المنتجات " "--> المنتجات`، وحدد منتجاً لفتح الاستمارة الخاصة به. في علامة تبويب " ":guilabel:`المبيعات`، قم بتمكين خيار :guilabel:`متوفر في نقطة البيع`. " #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Making a product available in your POS." msgstr "اجعل المنتج متاحاً في نقطة البيع الخاصة بك. " #: ../../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 "الطابعات الإلكترونية لنقاط البيع " #: ../../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 "" "تم تصميم الطابعات الإلكترونية لنقاط البيع حتى تهمل بسلاسة مع أنظمة نقاط " "البيع. بمجرد الاتصال، تقوم هذه الأجهزة تلقائياً بمشاركة المعلومات، مما يسمح " "بطباعة التذاكر من نظام نقطة البيع مباشرة إلى طابعة ePOS. " #: ../../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 "طابعات ePOS المدعومة بشكل مباشر " #: ../../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 "" "طابعات ePOS التالية متوافقة بشكل مباشر مع أودو دون الحاجة إلى :doc:`جهاز IoT" " `. " #: ../../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 (موديلات Wi-Fi/Ethernet فقط؛ نوصي بها) " #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31 msgid "Epson TM-H6000IV-DT (Receipt printer only)" msgstr "Epson TM-H6000IV-DT (طابعة للإيصالات فقط) " #: ../../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® model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "Epson TM-P60II (Receipt: Wi-Fi® model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "Epson TM-P60II (Peeler: Wi-Fi® model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "Epson TM-P80 (Wi-Fi® model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT Box integration" msgstr "طابعات ePOS مع التكامل مع جهاز IoT " #: ../../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 "" "تتطلب الطابعات التالية وجود :doc:`جهاز IoT " "` حتى تكون متوافقة مع أودو: " #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "Epson TM-T20 family (برنامج ePOS غير متوافق) " #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "Epson TM-T88 family (برنامج ePOS غير متوافق) " #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "Epson TM-U220 family (برنامج ePOS غير متوافق) " #: ../../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 "" "طابعات Epson التي تستخدم اتصالات Wi-Fi/Ethernet وتتبع بروتوكول Javascript " "EPOS SDK " "`_" " متوافقة مع أودو **دون* * الحاجة إلى :doc:`جهاز IoT " "`. " #: ../../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 "" "الطابعات الحرارية التي تستخدم بروتوكول ESC/POS أو StarPRNT متوافقة **مع** " ":doc:`جهاز IoT `. " #: ../../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 "" "طابعات Epson التي تستخدم اتصالات USB متوافقة فقط **مع** :doc:`جهاز IoT " "`. " #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64 msgid "Epson printers that connect via Bluetooth are **not compatible**." msgstr "طابعات Epson التي تتصل عبر البلوتوث **غير متوافقة**. " #: ../../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 "شهادة موقّعة ذاتياً لطابعات ePOS " #: ../../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 "" "للعمل مع أودو، قد تتطلب بعض موديلات الطابعات التي يمكن استخدامها دون " ":doc:`جهاز IoT ` :doc:`بروتوكول " "HTTPS ` لإنشاء اتصال آمن بين المتصفح والطابعة. ومع ذلك، فإن محاولة " "الوصول إلى عنوان IP الخاص بالطابعة باستخدام HTTPS تؤدي إلى ظهور صفحة تحذير " "في معظم متصفحات الويب. في هذه الحالة، يمكنك مؤقتاً :ref:`فرض الاتصال " "`، مما يتيح لك الوصول إلى الصفحة في HTTPS واستخدام " "طابعة ePOS في أودو طالما أن نافذة المتصفح مفتوحة. " #: ../../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 "" "يتم فقدان الاتصال بعد إغلاق نافذة المتصفح. لذلك، يجب استخدام هذه الطريقة فقط" " **كحل بديل** أو كمتطلب مسبق لـ :ref:`التعليمات التالية " "`. " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "Generate, export, and import self-signed certificates" msgstr "قم بإنشاء وتصدير واستيراد الشهادات الموقعة ذاتياً " #: ../../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 "" "للحصول على حل للمدى البعيد، عليك إنشاء **شهادة موقعة ذاتياً**. بعدها، قم " "بتصديرها واستيرادها إلى متصفحك. " #: ../../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 "" "يجب أن تتم عملية **إنشاء** شهادة SSL **مرة واحدة** فقط. إذا قمت بإنشاء شهادة" " أخرى، فستفقد الأجهزة التي تستخدم الشهادة السابقة إمكانية الوصول عبر HTTPS. " #: ../../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 "إنشاء شهادة موقّعة ذاتياً " #: ../../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 "" "انتقل إلى عنوان IP الخاص بـ ePOS (على سبيل المثال، `https://192.168.1.25`) " "وقم بفرض الاتصال عن طريق الضغط على :guilabel:`متقدم` ثم :guilabel:`المتابعة " "إلى [عنوان IP] (غير آمن)`. " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "صفحة تحذير حول خصوصية الاتصال على Google Chrome " #: ../../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 "صفحة تحذير على Google Chrome، نظام تشغيل Windows 10 " #: ../../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 "" "بعدها، قم بتسجيل الدخول باستخدام بيانات اعتماد الطابعة الخاصة بك للوصول إلى " "إعدادات طابعة ePOS. لتسجيل الدخول، أدخل `epson` في حقل :guilabel:`المعرّف` " "والرقم التسلسلي لطابعتك في حقل :guilabel:`كلمة المرور`. " #: ../../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 "" "اضغط على :guilabel:`قائمة الشهادات` في قسم :guilabel:`المصادقة`، ثم اضغط على" " :guilabel:`إنشاء` لإنشاء **شهادة موقعة ذاتياً** جديدة. يجب أن تتم تعبئة " ":guilabel:`الاسم الشائع` تلقائياً. وإلا، فاملأه برقم عنوان IP الخاص " "بالطابعة. قم بتحديد السنوات التي ستكون فيها الشهادة سارية في حقل " ":guilabel:`فترة الصلاحية`، ثم اضغط على :guilabel:`إنشاء`، وقم بـ " ":guilabel:`إعادة ضبط` أو إعادة تشغيل الطابعة يدوياً. " #: ../../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 "" "تم إنشاء الشهادة الموقعة ذاتياً. أعد تحميل الصفحة ثم اضغط على " ":guilabel:`SSL/TLS` في قسم :guilabel:`الأمان` لضمان تحديد **الشهادة الموقعة " "ذاتياً** بشكل صحيح في قسم :guilabel:`شهادة الخادم`. " #: ../../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 "تصدير شهادة موقّعة ذاتياً " #: ../../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 "" "تعتمد عملية التصدير بشكل كبير على :abbr:`OS (نظام التشغيل)` والمتصفح. ابدأ " "بالوصول إلى إعدادات طابعة ePOS الخاصة بك على متصفحك على الويب عن طريق " "الانتقال إلى عنوان IP للطابعة (على سبيل المثال، `https://192.168.1.25`). " "بعدها، قم بفرض الاتصال كما هو موضح في **علامة تبويب إنشاء شهادة موقعة " "ذاتياً**. " #: ../../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 "إذا كنت تستخدم **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 "" "اضغط على خيار :guilabel:`غير آمن` بجوار شريط البحث، ثم :guilabel:`الشهادة " "غير صالحة`؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "زر الاتصال بالطابعة غير آمن في متصفح Google Chrome. " #: ../../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 "" "اذهب إلى علامة تبويب :guilabel:`التفاصيل` ثم اضغط على :guilabel:`تصدير`؛ " #: ../../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 "" "قم بإضافة `.crt` في نهاية اسم الملف للتأكد من أنه يحتوي على الإضافة الصحيحة؛" " " #: ../../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 "" "قم بتحديد :guilabel:`ASCII بتشفير Base64، شهادة واحدة`، في الجزء السفلي من " "النافذة المنبثقة؛ " #: ../../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 "اضغط على حفظ، وبذلك يتم تصدير الشهادة. " #: ../../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 "" "تأكد من أن الشهادة تنتهي بالإضافة `.crt`. وإلا، فقد لا تتمكن بعض المتصفحات " "من رؤية الملف أثناء عملية الاستيراد. " #: ../../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 "إذا كنت تستخدم **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 "اضغط على الأيقونة **الشبيهة بالقفل** الموجودة إلى يسار شريط العنوان؛ " #: ../../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 "" "اذهب إلى :menuselection:`الاتصال غير آمن --> المزيد من المعلومات --> علامة " "تبويب الأمان --> عرض الشهادة`؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "زر الاتصال غير آمن في متصفح Mozilla Firefox " #: ../../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 "قم بالتمرير لأسفل إلى قسم :guilabel:`المتفرقات`؛ " #: ../../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 "اضغط على :guilabel:`PEM (شهادة)` في قسم :guilabel:`تنزيل`؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102 msgid "Import a self-signed certificate" msgstr "استيراد شهادة موقعة ذاتياً " #: ../../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 "" "تعتمد عملية الاستيراد بشكل كبير على :abbr:`OS (نظام التشغيل)` والمتصفح. " #: ../../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 "" "يقوم نظام تشغيل Windows 10 بإدارة الشهادات، مما يعني أنه يجب أن يتم استيراد " "الشهادات الموقعة ذاتياً من ملف الشهادات عوضاً عن المتصفح. للقيام بذلك، " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "افتح مستكشف ملفات Windows وحدد موقع ملف الشهادة الذي تم تنزيله؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "" "انقر بزر الماوس الأيمن على ملف الشهادة ثم انقر على زر :guilabel:`تثبيت " "الشهادة`؛ " #: ../../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 "" "حدد مكان تثبيت الشهادة ولمن - إما لـ :guilabel:`المستخدم الحالي` أو كافة " "المستخدمين (:guilabel:`الجهاز المحلي`). ثم اضغط على :guilabel:`التالي`؛ " #: ../../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 "" "في شاشة `متجر الشهادات`، قم بتحديد خيار :guilabel:`ضع كافة الشهادات في " "المتجر التالي`، ثم اضغط على :guilabel:`تصفح...`، وحدد :guilabel:`الشهادات " "الجذرية الموثوقة`؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "اضغط على :guilabel:`انتهى`، ثم اقبل نافذة الأمان المنبثقة؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "restart the computer to make sure that the changes are applied." msgstr "قم بإعادة تشغيل جهاز الحاسوب للتأكد من تطبيق التغييرات. " #: ../../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 "قم بفتح Chrome؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 msgid "" "go to :menuselection:`Settings --> Privacy and security --> Security --> " "Manage certificates`;" msgstr "" "اذهب إلى :menuselection:`الإعدادات --> الخصوصية والأمان --> الأمان --> إدارة" " الشهادات`؛ " #: ../../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 "" "اذهب إلى علامة تبويب :guilabel:`الجهات الموثوقة`، ثم اضغط على " ":guilabel:`استيراد`، وحدد ملف الشهادة الذي تم تصديره؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138 msgid "accept all warnings;" msgstr "قبول كافة التحذيرات؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "click :guilabel:`ok`;" msgstr "اضغط على :guilabel:`موافق`؛ " #: ../../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 "أعد تشغيل متصفحك. " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 msgid "open Firefox;" msgstr "قم بفتح Firefox؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "" "اذهب إلى :menuselection:`الإعدادات --> الخصوصية والأمان --> الأمان --> عرض " "الشهادات... --> استيراد`؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148 msgid "select the exported certification file;" msgstr "قم بتحديد ملف الشهادة الذي تم تصديره؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149 msgid "tick the checkboxes and validate;" msgstr "قم بتحديد مربعات الاختيار ثم اضغط على تصديق؛ " #: ../../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 "" "في نظام تشغيل Mac، يمكنك تأمين الاتصال لكافة المتصفحات من خلال اتباع الخطوات" " التالية: " #: ../../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 "" "افتح Safari وانتقل إلى عنوان IP الخاص بالطابعة. يؤدي القيام بذلك إلى صفحة " "تحذير؛ " #: ../../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 "" "في صفحة التحذير، اذهب إلى :menuselection:`إظهار التفاصيل --> زيارة هذا " "الموقع الإلكتروني --> زيارة الموقع الإلكتروني`، تصديق؛ " #: ../../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 "أعد تشغيل الطابعة حتى تتمكن من استخدامها مع أي متصفح آخر. " #: ../../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 "" "لإنشاء شهادة SSL وتصديرها وإرسالها إلى أجهزة IOS، قم بفتح متصفح **Google " "Chrome** أو **Mozilla Firefox**. بعدها، " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "صفحة تحذيرية بشأن خصوصية الاتصال في Google Chrome " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome" msgstr "زر الاتصال بالطابعة غير آمن في Google Chrome " #: ../../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 "" "تأكد من أن الشهادة تنتهي بالإضافة `.crt`. وإلا، فقد لا تتمكن بعض المتصفحات " "من العثور على الملف أثناء عملية الاستيراد. " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "زر الاتصال غير آمن في متصفح Mozilla Firefox " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231 msgid "Android OS" msgstr "نظام تشغيل Android " #: ../../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 "" "لاستيراد شهادة SSL إلى جهاز Android، قم أولاً بإنشائها وتصديرها من جهاز " "كمبيوتر. بعد ذلك، قم بنقل ملف `.crt` إلى الجهاز باستخدام البريد الإلكتروني " "أو Bluetooth أو USB. بمجرد وجود الملف على الجهاز " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 msgid "open the settings and search for `certificate`;" msgstr "قم بفتح الإعدادات وابحث عن `الشهادة`؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "" "اضغط على :guilabel:`Certificate AC` (قم بتثبيته من مساحة تخزين الجهاز)؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239 msgid "select the certificate file to install it on the device." msgstr "حدد ملف الشهادة لتثبيته على الجهاز. " #: ../../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 "" "قد تختلف الخطوات المحددة لتثبيت الشهادة وفقًا لإصدار Android والشركة المصنعة" " للجهاز." #: ../../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 "" "لاستيراد شهادة SSL إلى جهاز iOS، قم أولاً بإنشائها وتصديرها من جهاز كمبيوتر." " ثم قم بنقل ملف `.crt` إلى الجهاز باستخدام البريد الإلكتروني أو البلوتوث أو " "أي خدمة لمشاركة الملفات. " #: ../../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 "" "يؤدي تنزيل هذا الملف إلى ظهور نافذة تحذيرية منبثقة. انقر فوق " ":guilabel:`Allow` لتنزيل ملف تعريف التكوين، وأغلق النافذة المنبثقة الثانية. " "ثم، " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "go to the **Settings App** on the iOS device;" msgstr "اذهب إلى **تطبيق الإعدادات** في جهاز iOS؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "انقر فوق :guilabel:`تم تنزيل الملف الشخصي` ضمن مربع تفاصيل المستخدم؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "locate the downloaded `.crt` file and select it;" msgstr "حدد موقع الملف `.crt` الذي تم تنزيله وحدده؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "انقر فوق :guilabel:`تثبيت` في الجزء العلوي الأيمن من الشاشة؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "if a passcode is set on the device, enter the passcode;" msgstr "إذا تم إعداد كلمة مرور للجهاز، قم بإدخال كلمة المرور؛ " #: ../../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 "" "انقر فوق :guilabel:`Install` في الجزء العلوي الأيمن من شاشة تحذير الشهادة " "والنافذة المنبثقة؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261 msgid "click :guilabel:`Done`." msgstr "اضغط على :guilabel:`انتهى`. " #: ../../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 "تم تثبيت الشهادة، لكنها لا تزال بحاجة إلى المصادقة. لنفعل ذلك، " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr "" "انتقل إلى :menuselection:`الإعدادات --> عام --> حول > إعدادات ثقة الشهادة`; " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268 msgid "enable the installed certificate using the **slide button**;" msgstr "تمكين الشهادة المثبتة باستخدام **زر الشريحة**؛ " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "انقر فوق :guilabel:`متابعة` في النافذة المنبثقة. " #: ../../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 "" "إذا كنت بحاجة إلى تصدير شهادات SSL من نظام تشغيل أو متصفح ويب لم يتم ذكره، " "فابحث عن \"تصدير شهادة SSL\" + \"اسم المتصفح أو نظام التشغيل الخاص بك\" في " "محرك البحث المفضل لديك. " #: ../../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 "" "وبالمثل، لاستيراد شهادات SSL من نظام تشغيل أو متصفح غير مذكور، ابحث عن " "\"استيراد مرجع جذر شهادة SSL\" + \"اسم المتصفح أو نظام التشغيل\" في محرك " "البحث المفضل لديك. " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "Check if the certificate was imported correctly" msgstr "تحقق مما إذا تم استيراد الشهادة بشكل صحيح " #: ../../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 "" "للتأكد من أن اتصال الطابعة الخاصة بك آمن، اتصل بعنوان IP الخاص بها باستخدام " "HTTPS. على سبيل المثال، انتقل إلى `https://192.168.1.25` في متصفحك. إذا تم " "تطبيق شهادة SSL بشكل صحيح، فلن ترى صفحة تحذير بعد الآن، ويجب أن يعرض شريط " "العناوين رمز قفل، يشير إلى أن الاتصال آمن. " #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "الاتصال الآمن (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 "" "إذا تم تمكين **الأجهزة المباشرة** في إعدادات نقطة البيع (على سبيل المثال، " "إذا كنت تستخدم :doc:`طابعة ePos`)، يصبح HTTP هو البروتوكول الافتراضي. " #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "إجبار نقطة البيع الخاصة بك على استخدام اتصال آمن (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 "" "أضف **مفتاحًا** جديدًا في **معلمات النظام** لإجبار نقطة البيع الخاصة بك على " "استخدام اتصال آمن مع بروتوكول HTTPS. " #: ../../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 "" "للقيام بذلك، قم بتنشيط :ref:`وضع المطور`، وانتقل إلى " ":menuselection:`الإعدادات --> التقنية --> المعلمات --> معلمات النظام`، ثم " "أنشئ معلمة جديدة وأضف القيم التالية وانقر على * يحفظ*. " #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr "**المفتاح**: `point_of_sale.enforce_https` " #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "**القيمة**: `True` " #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "إدارة عدة موظفين " #: ../../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 "" "تسمح لك نقطة بيع Odoo بإدارة الوصول إلى نقطة بيع معينة عن طريق تمكين ميزة " "**متعدد الموظفين لكل جلسة**. عند التنشيط، :ref:`يمكنك تحديد المستخدمين الذين" " يمكنهم تسجيل الدخول إلى نقطة البيع ` و :ref:`تتبع " "الموظفين المشاركين في كل طلب `. " #: ../../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:`قم بالوصول إلى إعدادات نقطة البيع ` وحدد نقطة " "البيع الخاصة بك، أو انقر فوق زر علامة القطع الرأسية (:guilabel:`⋮`) على " "بطاقة نقطة البيع وانقر فوق :guilabel:`Edit`. ثم قم بتمكين :guilabel:`متعدد " "الموظفين لكل جلسة`، وأضف الموظفين المسموح بهم في الحقل :guilabel:`الموظفون " "المسموح بهم`. " #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "الإعداد لتمكين العديد من الصرافين في نقاط البيع " #: ../../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 "التطبيق العملي " #: ../../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 "" "بمجرد تنشيط الميزة، يمكن لأمين الصندوق تسجيل الدخول :ref:`عن طريق مسح شارتهم" " ` أو تحديد أسمائهم من قائمة الموظفين المسموح لهم بـ " ":ref:`فتح الجلسة ` . " #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "نافذة لفتح جلسة عند تمكين ميزة الصرافين المتعددين " #: ../../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 "" "للتبديل إلى مستخدم آخر :المرجع:`من جلسة مفتوحة `، انقر " "فوق اسم الموظف في أعلى يمين الشاشة وحدد الموظف المراد التبديل معه من " "القائمة. " #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "زر للتبديل من كاشير لآخر. " #: ../../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 "" "يمكنك أيضًا مطالبة موظفيك بإدخال الرمز السري في كل مرة يقومون فيها بتسجيل " "الدخول إلى نقطة البيع لمنعهم من تسجيل الدخول كشخص آخر. لتحديد الرمز، انتقل " "إلى تطبيق **الموظفون**، وافتح نموذج الموظف، وانقر على علامة التبويب " ":guilabel:`إعدادات الموارد البشرية`. بعد ذلك، أدخل رمزًا سريًا من اختيارك في" " الحقل :guilabel:`PIN Code` للفئة :guilabel:`الحضور/نقطة البيع`. " #: ../../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 "الإعداد في نموذج الموظف لتعيين معرف الشارة ورمز PIN. " #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "قم بتسجيل الدخول باستخدام الشارات " #: ../../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 "" "لكي يتمكن موظفوك من تسجيل الدخول عن طريق مسح شارتهم ضوئيًا، يجب أن يكون " "لديهم معرف شارة معين. للقيام بذلك، انتقل إلى تطبيق **الموظفون**، وافتح نموذج" " الموظف، وانقر على علامة التبويب :guilabel:`إعدادات الموارد البشرية`. بعد " "ذلك، أدخل معرف الشارة الذي تختاره في الحقل :guilabel:`Badge ID` للفئة " ":guilabel:`الحضور/نقطة البيع` أو انقر فوق :guilabel:`إنشاء`. " #: ../../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 "" "للتبديل إلى مستخدم آخر، قم بقفل الجلسة من خلال النقر على الأيقونة على شكل " "قفل (:guilabel:`🔓`) في الجزء العلوي الأيسر من الشاشة وقم بمسح شارتك ضوئيًا. " #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "التحليلات" #: ../../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 "" "بمجرد إغلاق جلسة نقطة البيع ونشرها، يمكنك الوصول إلى التقرير الشامل لمراجعة " "جميع أنشطة الجلسة، بما في ذلك من بدأ الجلسة ومن تعامل مع أوامر محددة. للوصول" " إلى تقرير الجلسة، انقر فوق زر القطع الرأسي (:guilabel:`⋮`) الموجود على " "بطاقة POS وحدد :guilabel:`Sessions` من قسم :guilabel:`View`. بعد ذلك، حدد " "جلسة معينة للحصول على معلومات أكثر تفصيلاً، وانقر فوق الزر " ":guilabel:`الطلبات` لعرض قائمة بجميع الطلبات المقدمة خلال تلك الجلسة. " #: ../../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 "" "للحصول على نظرة عامة على جميع الطلبات، بغض النظر عن الجلسة، انقر فوق زر " "علامة الحذف العمودية (:guilabel:`⋮`) الموجود على بطاقة POS وحدد " ":guilabel:`Orders` من قسم :guilabel:`View`. " #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "طرق الدفع " #: ../../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 "" "لإضافة طريقة دفع، عليك أولاً إنشائها. انتقل إلى :menuselection:`نقطة البيع " "--> التكوين --> طرق الدفع --> جديد`، وقم بتعيين اسم. تحقق من " ":guilabel:`تحديد العميل` للسماح بطريقة الدفع هذه *حصريًا* للعملاء المسجلين. " #: ../../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 "" "ثم حدد :guilabel:`Journal`. اختر :guilabel:`Cash` لاستخدام طريقة الدفع هذه " "للمدفوعات النقدية، أو :guilabel:`Bank` لاستخدامها في مدفوعات البطاقة. " #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "إنشاء طريقة دفع جديدة لنقطة البيع. " #: ../../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 "" "يؤدي تحديد دفتر يومية :guilabel:`bank` إلى إضافة الحقل :guilabel:`Use a " "Payment Terminal` تلقائيًا والذي يمكنك من خلاله إضافة :doc:`معلومات محطة " "الدفع `. " #: ../../content/applications/sales/point_of_sale/payment_methods.rst:23 msgid ":doc:`payment_methods/terminals`." msgstr ":doc:`payment_methods/terminals`." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81 msgid "" "Once the payment method is created, you can select it in your POS settings. " "To do so, go to the :ref:`POS' settings `, click " ":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` " "section." msgstr "" "بمجرد إنشاء طريقة الدفع، يمكنك تحديدها في إعدادات نقطة البيع الخاصة بك. " "للقيام بذلك، انتقل إلى :ref:`إعدادات نقطة البيع' `، " "وانقر على :guilabel:`Edit`، وأضف طريقة الدفع ضمن قسم :guilabel:`Payments`. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "أجهزة الدفع بالبطاقة " #: ../../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 "" "يتيح لك توصيل محطة الدفع ودمجها مع نظام نقطة البيع لديك قبول خيارات دفع " "متعددة، بما في ذلك بطاقات الائتمان والخصم، مما يجعل عملية الدفع أكثر كفاءة. " #: ../../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 "" "انتقل إلى :ref:`إعدادات التطبيق `، ثم قم بالتمرير " "لأسفل إلى قسم :guilabel:`Payment Terminals`، ثم ضع علامة في مربع الاختيار " "الخاص بالمحطة الطرفية الخاصة بك. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "مربع الاختيار في الإعدادات لتمكين محطة الدفع " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "ثم اتبع الوثائق المقابلة لتكوين جهازك: " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`Adyen configuration `" msgstr ":doc:`تهيئة Adyen ` " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Ingenico configuration `" msgstr ":doc:`تهيئة Ingenico ` " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`SIX configuration `" msgstr ":doc:`تهيئة SIX ` " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Stripe configuration `" msgstr ":doc:`تهيئة Stripe ` " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27 msgid ":doc:`Vantiv configuration `" msgstr ":doc:`تهيئة Vantiv ` " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 msgid ":doc:`Worldline configuration `" msgstr ":doc:`تهيئة Worldline ` " #: ../../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 "" "بمجرد تكوين الجهاز، يمكنك :doc:`إنشاء طريقة الدفع المقابلة وإضافتها إلى نقطة" " البيع <../ Payment_methods>`. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:34 msgid "Pay with a payment terminal" msgstr "الدفع عن طريق جهاز الدفع بالبطاقة " #: ../../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 "" "في حال حدوث مشاكل في الاتصال بين أودو وجهاز الدفع، قم بفرض الدفع عن طريق " "الضغط على :guilabel:`فرض الانتهاء`، والذي يتيح لك تصديق الطلب. " #: ../../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 "هذا الخيار متاح فقط عند استلامك لرسالة خطأ تفيد بأن الاتصال قد فشل. " #: ../../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 "" "يتيح لك توصيل **محطة دفع Adyen** توفير تدفق دفع سلس لعملائك وتسهيل عمل " "الصرافين لديك. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9 msgid "" "Adyen payment terminals do not require an :doc:`IoT Box " "`." msgstr "لا تتطلب محطات الدفع Adyen :doc:`IoT Box`. " #: ../../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 "" "يمكن استخدام محطات Adyen في العديد من البلدان، ولكن ليس في جميع أنحاء " "العالم. تحقق من قائمة البلدان التي تدعمها Adyen " "`_. " #: ../../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 "" "تعمل Adyen فقط مع الشركات التي تعالج أكثر من **10 ملايين دولار سنويًا** أو " "تصدر فواتير بحد أدنى **1000 معاملة شهريًا**. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16 msgid "" "`List of payment methods supported by Adyen `_" msgstr "" "`قائمة طرق الدفع التي يدعمها Adyen `_ " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17 msgid "" "`List of Adyen terminals `_" msgstr "" "`قائمة بأجهزة دفع Adyen `_ " #: ../../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 "" "ابدأ بإنشاء حساب Adyen الخاص بك على موقع Adyen الإلكتروني " "`_. بعد ذلك، قم بالصعود إلى جهازك الطرفي باتباع " "الخطوات الموضحة على شاشة جهازك الطرفي. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26 msgid "" "`Adyen Docs - Payment terminal quickstart guides " "`_" msgstr "" "`Adyen Docs - أدلة البدء السريع لمحطات الدفع `_ " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31 msgid "Generate an Adyen API key" msgstr "إنشاء مفتاح الواجهة البرمجية لـ Adyen " #: ../../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 "" "يتم استخدام **مفتاح Adyen API** لمصادقة الطلبات من محطة Adyen الخاصة بك. " "لإنشاء مفتاح واجهة برمجة التطبيقات، انتقل إلى :menuselection:`حساب Adyen -->" " المطورين --> بيانات اعتماد API`، و**إنشاء** بيانات اعتماد جديدة أو تحديد " "**الموجودة** منها. انقر فوق :guilabel:`إنشاء مفتاح API` واحفظ المفتاح للصقه " "في حقل Odoo :guilabel:`Adyen API key` في:المرجع:`إنشاء طريقة الدفع " "`. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "" "`Adyen Docs - API credentials `_." msgstr "" "`مستندات Adyen - بيانات اعتماد الواجهة البرمجية للتطبيق " "`_. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46 msgid "Locate the Adyen terminal identifier" msgstr "حدد موقع معرف محطة Adyen " #: ../../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 "" "**معرف محطة Adyen** هو الرقم التسلسلي للمحطة، والذي يُستخدم للتعرف على " "الأجهزة. " #: ../../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 "" "للعثور على هذا الرقم، انتقل إلى :menuselection:`حساب Adyen --> نقطة البيع " "--> المحطات الطرفية`، وحدد الجهاز الذي تريد الارتباط به، واحفظ رقمه التسلسلي" " للصقه في Odoo :guilabel:`Adyen Terminal حقل المعرف في :المرجع: `إنشاء طريقة" " الدفع `. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57 msgid "Set the Event URLs" msgstr "إعداد روابط URL للفعالية " #: ../../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 "" "لكي يعرف Odoo متى يتم إجراء الدفع، يجب عليك تكوين الجهاز الطرفي **عناوين URL" " للأحداث**. لنفعل ذلك، " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61 msgid "Log in to `Adyen's website `_;" msgstr "تسجيل الدخول إلى موقع Adyen `_؛ " #: ../../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 "" "انتقل إلى :menuselection:`لوحة تحكم Adyen --> نقطة البيع --> المحطات " "الطرفية` وحدد المحطة المتصلة؛ " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "من إعدادات الوحدة الطرفية، انقر فوق :guilabel:`Integrations`; " #: ../../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 "" "قم بتعيين الحقل :guilabel:`التبديل إلى الوضع غير المشفر لتحرير هذا الإعداد` " "كـ :guilabel:`Decrypted`؛ " #: ../../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 "" "انقر فوق زر **رمز القلم الرصاص** وأدخل عنوان الخادم الخاص بك، متبوعًا بـ " "`/pos_adyen/notification` في الحقل :guilabel:`Event URLs`؛ " #: ../../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 "انقر على :guilabel:`Save` في أسفل الشاشة لحفظ التغييرات. " #: ../../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 "تهيئة طريقة الدفع " #: ../../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 "" "تمكين محطة الدفع :المرجع:`في إعدادات التطبيق ` و " ":doc:`إنشاء طريقة الدفع ذات الصلة <../../Payment_methods>`. قم بتعيين نوع " "دفتر اليومية كـ :guilabel:`Bank` وحدد :guilabel:`Adyen` في الحقل " ":guilabel:`Use a Payment Terminal`. " #: ../../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 "" "وأخيراً، قم بتعبئة الحقول الإلزامية بـ :ref:`مفتاح الواجهة البرمجية لـ Adyen" " `، :ref:`معرّف جهاز الدفع الخاص بـ Adyen `، و " ":guilabel:`حساب تاجر Adyen`. " #: ../../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 "" "Connecting a payment terminal allows you to offer a fluid payment flow to " "your customers and ease the work of your cashiers." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9 msgid "" "Ingenico payment terminals require an :doc:`IoT Box " "`." msgstr "" "Ingenico payment terminals require an :doc:`IoT Box " "`." #: ../../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 "" "Ingenico is currently only available in Belgium, the Netherlands and " "Luxembourg." #: ../../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 "" "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as " "they support the TLV communication protocol through TCP/IP." #: ../../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 "توصيل جهاز IoT " #: ../../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 "" "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 " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25 msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX" msgstr "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX" #: ../../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 "" "Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on " "Desk/5000 and Move/5000)." #: ../../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 "" "Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings " "password." #: ../../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 "" "Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next " "screen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31 msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." msgstr "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." #: ../../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 "On the next screen, enter the IP address of your IoT Box." #: ../../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 "" "Enter `9000` as port number and press :guilabel:`OK` on the next screen." #: ../../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 "" "At this point, the terminal restarts and should be displayed in your IoT Box" " form in Odoo." #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3 msgid "SIX" msgstr "SIX" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5 msgid "" "Connecting a SIX payment terminal allows you to offer a fluid payment flow " "to your customers and ease the work of your cashiers." msgstr "" #: ../../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 "Install the POS IoT Six module" #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "This module replaces the **POS Six** module." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 msgid "Connect an IoT box" msgstr "Connect an IoT box" #: ../../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 "" "Connecting a Six payment terminal to Odoo is requires :doc:`using a " "Raspberry Pi or virtual (for Windows OS only) IoT box " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 msgid "Configure the terminal ID" msgstr "Configure the terminal ID" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 msgid "" "Navigate to your IoT Box homepage, where you can find the :guilabel:`Six " "payment terminal` field once your database server is connected to the IoT " "box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field " "with the ID received from Six, and click :guilabel:`Connect`. Your Six " "terminal ID should appear in the :guilabel:`Current Terminal Id` section." msgstr "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Setting the Six terminal ID" msgstr "Setting the Six terminal ID" #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Confirming the connection to the Six payment terminal" msgstr "Confirming the connection to the Six payment terminal" #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "Creating a new payment method for the SIX payment terminal" #: ../../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 "" "لا تتطلب أجهزة دفع Stripe وجود :doc:`جهاز IoT ` " #: ../../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 "" "يُمكن استخدام أجهزة دفع Stripe في العديد من الدول وكن ليس في كافة أنحاء " "العالم. ألقِ نظرة على `توفُّر جهاز دفع Stripe عالمياً " "`_. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12 msgid "" "Stripe's integration works with `Stripe Terminal smart readers " "`_" msgstr "" "يعمل تكامل Stripe مع `قارئات البطاقة الذكية لدى Stripe " "`_ " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15 msgid "" ":doc:`Stripe as payment provider " "<../../../../finance/payment_providers/stripe>`" msgstr "" ":doc:`Stripe كمزود دفع <../../../../finance/payment_providers/stripe>` " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16 msgid "" "`List of payment methods supported by Stripe " "`_" msgstr "" "`قائمة طرق الدفع التي يدعمها Stripe `_ " #: ../../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 "" "قم بتفعيل **Stripe** في الإعدادات عن طريق الذهاب إلى :menuselection:`نقطة " "البيع --> التهيئة --> الإعدادات --> أجهزة الدفع بالبطاقة` ثم قم بتمكين خيار " ":guilabel:`Stripe`. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27 msgid "Then, create the payment method:" msgstr "بعدها، قم بإنشاء طريقة الدفع: " #: ../../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 "" "اذهب إلى :menuselection:`نقطة البيع --> التهيئة --> طرق الدفع`، اضغط على " ":guilabel:`إنشاء`، وقم بكتابة اسم طريقة الدفع التي ستستخدمها في حقل " ":guilabel:`الطريقة`؛ " #: ../../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 "" "قم بتعيين حقل :guilabel:`دفتر اليومية` كـ :guilabel:`البنك` وحقل " ":guilabel:`استخدام جهاز الدفع بالبطاقة` كـ :guilabel:`Stripe`؛ " #: ../../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 "" "Enter your payment terminal serial number in the :guilabel:`Stripe Serial " "Number` field;" #: ../../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 "" "Click :guilabel:`Don't forget to complete Stripe connect before using this " "payment method.`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "payment method creation form" msgstr "payment method creation form" #: ../../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 "" "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." #: ../../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 "" "The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" " can stay empty to use the default accounts." #: ../../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 "" "Find your payment terminal serial number under the device or on `Stripe's " "dashboard `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50 msgid "Connect Stripe to Odoo" msgstr "Connect Stripe to Odoo" #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "stripe connection form" #: ../../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 "" "When you use **Stripe** exclusively in Point of Sale, you only need the " "**Secret Key** to use your terminal." #: ../../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 "" "When you use Stripe as **payment provider**, the :guilabel:`State` can stay " "set as :guilabel:`Disabled`." #: ../../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 "" "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`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Configure the payment terminal" msgstr "Configure the payment terminal" #: ../../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 "" "Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " "admin PIN code, validate and select your network." #: ../../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 "" "You must enter the admin PIN code to access your payment terminal settings. " "By default, this code is `07139`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 msgid "Link the payment method to a POS" msgstr "Link the payment method to a POS" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88 msgid "" "To add a **payment method** to your point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " "POS, scroll down to the :guilabel:`Payments` section, and add your payment " "method for **Stripe** in the :guilabel:`Payment Methods` field." msgstr "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 msgid "Troubleshooting" msgstr "Troubleshooting" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:96 msgid "Payment terminal unavailable in your Stripe account" msgstr "Payment terminal unavailable in your Stripe account" #: ../../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 "" "If the payment terminal is unavailable in your Stripe account, you must add " "it manually:" #: ../../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 "" "Log into your `Stripe's dashboard `_ and go to" " :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" #: ../../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 "" "Add a location by clicking the :guilabel:`+ New` button or selecting an " "already created location;" #: ../../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 "" "Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " "in the required information." #: ../../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 "" "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`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3 msgid "Vantiv" msgstr "Vantiv " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:5 msgid "" "Connecting a Vantiv payment terminal allows you to offer a fluid payment " "flow to your customers and ease the work of your cashiers." msgstr "" "Connecting a Vantiv payment terminal allows you to offer a fluid payment " "flow to your customers and ease the work of your cashiers." #: ../../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 "" "Please note MercuryPay only operates with US and Canadian banks, making this" " procedure only suitable for North American businesses." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 msgid "" "Vantiv card readers should be purchased exclusively from Vantiv, as certain " "Vantiv terminals bought on Amazon do not include the correct encryption " "needed to be used with an Odoo database." msgstr "" "Vantiv 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." #: ../../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 "" "Enable the payment terminal in the :guilabel:`Payment Terminals` section " ":ref:`of the application settings `." #: ../../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 "" "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." #: ../../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 "" "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`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst-1 msgid "Vantiv payment method" msgstr "Vantiv payment method" #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" msgstr "Worldline" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 msgid "" "Worldline payment terminals require an :doc:`IoT Box " "`." msgstr "" "Worldline payment terminals require an :doc:`IoT Box " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10 msgid "" "Worldline is currently only available in Belgium, the Netherlands and " "Luxembourg." msgstr "" "Worldline is currently only available in Belgium, the Netherlands and " "Luxembourg." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11 msgid "" "Odoo is compatible with Worldline terminals that use the CTEP protocol " "(e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact " "your payment provider to ensure your terminal's compatibility." msgstr "" "Odoo 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." #: ../../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 "" "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 " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 msgid "Configure the protocol" msgstr "Configure the protocol" #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 msgid "Set the IP address" msgstr "Set the IP address" #: ../../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 "" "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)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42 msgid "Finally, set up the hostname and port number." msgstr "Finally, set up the hostname and port number." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Hostname" msgstr "Hostname" #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49 msgid "Then, press **OK** twice." msgstr "Then, press **OK** twice." #: ../../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 "Here's an IP address sequence: `10.30.19.4:8069`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "" "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> " "19 --> OK --> 4 --> OK --> OK`." msgstr "" "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> " "19 --> OK --> 4 --> OK --> OK`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57 msgid "" "Your IoT box's IP address is available in your IoT Box application's " "database." msgstr "" "Your IoT box's IP address is available in your IoT Box application's " "database." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:60 msgid "Port number" msgstr "Port number" #: ../../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 "" "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." #: ../../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 "" "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." #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 msgid "Technician password: `1235789`" msgstr "Technician password: `1235789`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89 msgid "" "To reach Wordline's technical assistance, call `02 727 61 11` and choose " "\"merchant\". Your call is automatically transferred to the desired service." msgstr "" "To reach Wordline's technical assistance, call `02 727 61 11` and choose " "\"merchant\". Your call is automatically transferred to the desired service." #: ../../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 "" "Configure the cashier terminal if you have both a customer and a cashier " "terminal." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" "To avoid blocking the terminal, check the initial configuration beforehand." #: ../../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 "" "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "Pricing features" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "تقريب النقد " #: ../../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 "" "**التقريب النقدي** إلزامي عندما تكون أدنى فئة فعلية للعملة، أو أصغر عملة، " "أعلى من الحد الأدنى لوحدة الحساب. " #: ../../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 "" "على سبيل المثال، تطلب بعض الدول من شركاتها تقريب المبلغ الإجمالي للفاتورة " "لأعلى أو لأسفل إلى أقرب خمسة سنتات، عندما يتم الدفع نقداً. " #: ../../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 "" "Each point of sale in Odoo can be configured to apply cash rounding to the " "totals of its bills or receipts." #: ../../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 "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable *Cash Rounding*, then click on *Save*." #: ../../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 "" "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." #: ../../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 "" "To define the **Rounding Method**, open the drop-down list and click on " "*Create and Edit...*." #: ../../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 "" "Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*," " then save both the Rounding Method and your Point of Sale settings." #: ../../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 "" "All total amounts of this point of sale now add a line to apply the rounding" " according to your settings." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46 msgid "" "Odoo Point of Sale only supports the :guilabel:`Add a rounding line` " "rounding strategy." msgstr "" "Odoo Point of Sale only supports the :guilabel:`Add a rounding line` " "rounding strategy." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "Discount tags (barcode scanner)" #: ../../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 "" "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." #: ../../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 "To use discount tags you will need to use a barcode scanner." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "تسمية الباركود" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "To use discounts tags, we need to learn about barcode nomenclature." #: ../../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 "" "Let's say you want to have a discount for the product with the following " "barcode:" #: ../../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 "" "You can find the *Default Nomenclature* under the settings of your PoS " "interface." #: ../../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 "" "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:" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "Scan the products & tags" #: ../../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 "You first have to scan the desired product (in our case, a lemon)." #: ../../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 "" "And then scan the discount tag. The discount will be applied and you can " "finish the transaction." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 msgid "Discounts" msgstr "الخصومات" #: ../../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 "" "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." #: ../../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 "" "To manage discounts, Odoo has powerful features that help set up a pricing " "strategy tailored to every business." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "Apply manual discounts" #: ../../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 "" "If you seldom use discounts, applying manual ones might be the easiest " "solution for your Point of Sale." #: ../../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 "" "You can either apply a discount on the whole order or on specific products " "inside an order." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "Apply a discount on a product" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "From your PoS session interface, use the *Disc* button." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "View of the discount button for manual discount" #: ../../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 "" "Then, you can input a discount over the product that is currently selected." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "Apply a global discount" #: ../../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 "" "To apply a discount on the whole order, go to :menuselection:`Point of Sales" " --> Configuration --> Point of Sale` and select your PoS." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "View of the feature to enable for global discount" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "" "Now, you have a new *Discount* button appearing on your PoS interface." #: ../../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 "View of the button to use for global discount via the pos interface" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "Click on it and enter the wanted discount." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "View of the discount offered in the payment summary" #: ../../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 "" "On this example, there is a global discount of 50% as well as a specific 50%" " discount on oranges." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "Apply time-limited discounts" #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "View of the pricelist feature" #: ../../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 "" "Once activated, you must choose the pricelists you want to make available in" " the PoS and define a default one." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "Create a pricelist" #: ../../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 "" "By default, Odoo has a *Public Pricelist* configured. To create more, go to " ":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on " "create." #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "View of a time-limited pricelist for two products" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "Using a pricelist with the PoS interface" #: ../../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 "" "On the PoS interface, a new button appears. Use it to select a pricelist." #: ../../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 "" "View of the button to use for time-limited discounts via the pos interface" #: ../../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 "" "Click on it to instantly update the prices with the selected pricelist. " "Then, you can finalize the order." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "الضرائب المرنة (الأوضاع المالية) " #: ../../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 "" "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." #: ../../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 "" "تتيح خاصية **الأوضاع المالية** إنشاء القواعد التي تقوم تلقائياً بتحديد " "الضرائب الصحيحة والحسابات المستخدمة لكل معاملة. " #: ../../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 ":doc:`../../../finance/accounting/taxes/fiscal_positions`" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13 msgid ":doc:`../../../finance/accounting/taxes`" msgstr ":doc:`../../../finance/accounting/taxes`" #: ../../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 "" "To enable the feature, go to :menuselection:`Point of Sale --> Configuration" " --> Settings`, scroll down to the :guilabel:`Accounting` section, and " "enable :guilabel:`Flexible Taxes`." #: ../../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 "" "بعد ذلك، قم بإعداد وضع مالي افتراضي يجب تطبيقه على كافة المبيعات في نقطة " "البيع المحددة، في حقل :guilabel:`الافتراضي`. يمكنك أيضاً إضافة المزيد من " "الأوضاع المالية للاختيار من بينها في حقل :guilabel:`مسموح`. " #: ../../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 "" "وفقاً لـ :doc:`باقة الأقلمة المالية <../../../finance/fiscal_localizations>`" " المفعلة، هناك العديد من الأوضاع المالية المهيأة بشكل مسبق، ويمكن إعدادها " "واستخدامها في نقطة البيع. ولكن يمكنك أيضاً :ref:`إنشاء وضع مالي جديد " "`. " #: ../../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 "" "إذا لم تقم بإعداد وضع مالي، ستبقى الضريبة على أنها محددة في حقل **ضرائب " "العملاء** في استمارة المنتج. " #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "استخدم الأوضاع المالية " #: ../../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 "" "قم بفتح :ref:`جلسة نقطة بيع ` لاستخدام إحدى الأوضاع " "المالية المسموح بها. بعد ذلك، اضغط على زر :guilabel:`الضريبة` بجانب الأيقونة" " **على شكل الكتاب** وقم بتحديد وضع مالي من القائمة. سيؤدي القيام بذلك إلى " "تطبيق القواعد المحددة تلقائياً على كافة المنتجات الخاضعة لذلك، في لوائح " "الوضع المالي المختار. " #: ../../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 "إذا تم إعداد وضع ضريبي افتراضي، سيعرض زر الضريبة اسم الوضع المالي. " #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "Loyalty programs" #: ../../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 "" "Encourage your customers to continue to shop at your point of sale with a " "*Loyalty Program*." #: ../../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 "" "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*" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "From there you can create and edit your loyalty programs." #: ../../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 "" "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." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "Use the loyalty program in your PoS interface" #: ../../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 "" "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." #: ../../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 "" "You can see the price is instantly updated to reflect the pricelist. You can" " finalize the order in your usual way." #: ../../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 "" "If you select a customer with a default pricelist, it will be applied. You " "can of course change it." #: ../../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 "قوائم الأسعار" #: ../../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 "" "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." #: ../../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 "" "Navigate to the :ref:`general POS app settings ` and" " ensure :guilabel:`Flexible Pricelists` are enabled under the " ":guilabel:`Pricing` section." #: ../../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 "" ":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." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Enabling pricelists in the general P0S settings" msgstr "تمكين قوائم الأسعار في الإعدادات العامة لنقطة البيع " #: ../../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 "" "نطبق قائمة الأسعار المحددة على قاعدة البيانات بأكملها، شاملة تطبيقي " ":doc:`المبيعات <../../sales/products_prices/prices/pricing>` و :ref:`المتجر " "الإلكتروني `. " #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 msgid "Create pricelists" msgstr "إنشاء قوائم الأسعار " #: ../../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 "" "اذهب إلى :menuselection:`نقطة البيع --> المنتجات --> قوائم الأسعار` ثم اضغط " "على :guilabel:`جديد` أو قم بتحديد قائمة أسعار موجودة. يختلف إعداد قائمة " "الأسعار بناءً على :ref:`خيار قائمة الأسعار الذي تم تحديده " "`. " #: ../../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 "أسعار متعددة لكل منتج " #: ../../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 "" "عندما تتم تهيئة قوائم الأسعار لتستخدم خيار :guilabel:`عدة أسعار لكل منتج`، " "سيكون بإمكانك استخدام الأسعار الثابتة لعدة منتجات أو متغيراتها، إذا لزم " "الأمر،تحت شرط واحد أو عدة شروط. لإضافة قاعدة أسعار جديدة إلى قائمة الأسعار: " #: ../../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 "" "اضغط على :guilabel:`إضافة بند`، ثم قم بتحديد **المنتج** و **المتغير** الخاص " "به، إذا لزم الأمر. " #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "إضافة الشروط: " #: ../../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 "" "كمية المنتج التي يجب الوصول إليها باستخدام عمود :guilabel:`الحد الأدنى " "للكمية`؛ " #: ../../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 "" "لفترة محددة يتم فيها تطبيق قائمة الأسعار عن طريق استخدام أعمدة " ":guilabel:`تاريخ البدء` و :guilabel:`تاريخ الانتهاء`. " #: ../../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 "" "قم بإضافة :guilabel:`السعر` ليتم تطبيقه عند استيفاء الشروط (إن وجدت). " #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form of a multiple prices pricelist" msgstr "استمارة إعداد قوائم أسعار متعددة " #: ../../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 "قواعد الأسعار المتقدمة " #: ../../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 "" "عندما يتم تكوين قوائم الأسعار لاستخدام خيار :guilabel: `قواعد الأسعار " "المتقدمة (الخصومات، الصيغ)`، فمن الممكن استخدام نسبة الخصومات/هوامش الربح " "والصيغ بالإضافة إلى استخدام الأسعار الثابتة. لإضافة قاعدة أسعار جديدة إلى " "قائمة الأسعار، انقر فوق :guilabel:`Add a line`. في النوافذ المنبثقة: " #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69 msgid "Select a :guilabel:`Computation` method:" msgstr "قم بتحديد طريقة :guilabel:`الاحتساب`: " #: ../../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 "" ":guilabel:`السعر الثابت` لتعيين سعر ثابت جديد (على غرار خيار " ":guilabel:`أسعار متعددة لكل منتج`). " #: ../../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 "" ":guilabel:`Discount` لحساب نسبة الخصم (على سبيل المثال، `10.00` %) أو هامش " "الربح (على سبيل المثال، `-10.00` %). " #: ../../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 "" ":guilabel:`الصيغة` لحساب السعر حسب الصيغة. يجب تحديد ما يتم احتسابه **على " "أساس** (:guilabel:`سعر البيع`، :guilabel:`Cost`، أو :guilabel:`قائمة أسعار " "أخرى`). يمكنك بعد ذلك: " #: ../../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 "" "حدد :doc:`طريقة التقريب` عن طريق إجبار السعر بعد :guilabel:`Discount` على أن" " يكون مضاعفًا لمجموعة القيم. يتم تطبيق :guilabel:`Extra Fe` بعد ذلك. " #: ../../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 "" "لكي ينتهي السعر النهائي بـ `.99`، اضبط :guilabel:`طريقة التقريب` على `1.00` " "و :guilabel:`رسوم إضافية` على `-0.01`. " #: ../../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 "" "حدد الحد الأدنى (على سبيل المثال، $ `20.00` ) والحد الأقصى (على سبيل المثال،" " $ `50.00` ) للربح :guilabel:`الهوامش` للحسابات المستندة إلى " ":guilabel:`Cost`. " #: ../../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 "" "أضف شروطًا، مثل كمية محددة يجب الوصول إليها حتى يتغير السعر باستخدام " ":guilabel:`Min. حقل الكمية أو فترة محددة يجب خلالها تطبيق قائمة الأسعار " "باستخدام حقول :guilabel:`Validity`. " #: ../../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 "" "انتقل إلى :ref:`إعدادات نقطة البيع المحددة ` وأضف " "جميع قوائم الأسعار المتاحة في الحقل :guilabel:`متاح`. ثم قم بتعيين **قائمة " "الأسعار الافتراضية** في الحقل :guilabel:`Default`." #: ../../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 "" "عندما تقوم :المرجع:`فتح جلسة نقطة بيع `، انقر فوق الزر " "**قوائم الأسعار**، وحدد قائمة الأسعار المطلوبة من القائمة. " #: ../../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 "" "يمكنك أيضًا تعيين قائمة أسعار ليتم تحديدها تلقائيًا بمجرد تعيين " ":ref:`customer `. للقيام بذلك، انتقل إلى نموذج العميل وقم " "بالتبديل إلى قائمة الأسعار المفضلة في الحقل :guilabel:`قائمة الأسعار` في " "علامة التبويب :guilabel:`المبيعات والشراء`. " #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130 msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr ":doc:`../../sales/products_prices/prices/pricing`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 msgid "" ":ref:`How to use pricelists in an ecommerce environment " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "الإيصالات" #: ../../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 "" "قم بإعداد الإيصالات بالانتقال إلى :menuselection:`Point of Sale --> التكوين " "--> Point of Sale`، واختيار نقطة بيع، والتمرير لأسفل إلى قسم " ":guilabel:`Bills & Receipts`. " #: ../../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 "" "**لتخصيص** **الرأس** و **التذييل**، قم بتنشيط :guilabel:`Header & Footer` " "واملأ كلا الحقلين بالمعلومات التي سيتم طباعتها على الإيصالات. " #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "" #: ../../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 "" #: ../../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 "" "من واجهة نقطة البيع، انقر فوق :guilabel:`الطلبات`، وافتح قائمة الاختيار " "المنسدلة بجوار شريط البحث، وقم بتغيير الفلتر الافتراضي:guilabel:`جميع " "الطلبات النشطة` إلى:guilabel:`Paid`. ثم حدد الترتيب المقابل وانقر فوق " ":guilabel:`Print Receipt`. " #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:41 msgid "Invoices" msgstr "فواتير العملاء " #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "accounting section in the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:64 msgid "Invoice a customer" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:76 msgid "Retrieve invoices" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:78 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:95 msgid "QR codes to generate invoices" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "إعداد التقارير " #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" ":doc:`قم بتعيين ضرائب مختلفة لطلبيات الطعام للخارج " "`. " #: ../../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 "الفواتير" #: ../../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 ":doc:`floors_tables`" #: ../../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 ":doc:`../configuration/epos_ssc`" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47 msgid "" "Set your printer to print specific products based on their POS category. To " "do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product " "Categories` field. If you leave this field empty, all products are sent to " "the printer regardless of their POS category." msgstr "" #: ../../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 "تلميحات" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33 msgid "" "To use this feature in POS, your products must have barcodes assigned. To do" " so, go to :menuselection:`Point of Sale --> Products --> Products` and open" " a **product form**. Add a barcode number in the :guilabel:`Barcode` field " "in the :guilabel:`General Information` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40 msgid "" "To add an identification number to an employee, go to the **Employees** app " "and open an **employee form**. Choose an identification number for your " "employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR " "Settings` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "مسح المنتجات" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60 msgid "" "You can also use a barcode scanner to log your employees. To do so, " ":ref:`restrict access ` to the POS and " ":ref:`use barcodes to log your employees in ` your " "POS." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 msgid "Customer display" msgstr "عرض العملاء" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5 msgid "" "The **customer display** feature provides customers with real-time checkout " "updates on a secondary display." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer screen" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14 msgid "" "Depending on your POS setup, the feature can be displayed :ref:`locally on a" " secondary screen ` or on :ref:`another monitor " "connected to an IoT Box `." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18 msgid "" "To activate the feature, go to the POS settings, scroll down to the " ":guilabel:`Connected Devices` section, and tick the :guilabel:`Customer " "Display` checkbox." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer display setting checkbox" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27 msgid "Local" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29 msgid "" "Connect a second screen to your POS and :ref:`open a POS session " "`. Then, click the screen icon to open a new window to " "drag and drop onto the second screen." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35 msgid "IoT box" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37 msgid "" "Connect an IoT box to your database and the second screen to the IoT box. " "Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, " "scroll down to the :guilabel:`Connected Devices` section, tick the " ":guilabel:`IoT Box` checkbox, and select the second monitor in the " ":guilabel:`Customer Display` field." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "iot setting to connect a customer display" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:46 msgid "Both devices need to be connected to the same local network." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49 msgid ":doc:`../../../general/iot/config/pos`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "يمكنك إما: " #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "settings to enable and configure the ship later feature" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19 msgid "Once activated, you can:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "selecting ship later at checkout." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:40 msgid "" "The system instantly creates a delivery order from the warehouse to the " "shipping address." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:43 msgid "" "The selected customer must have referenced an address in the system for " "products to be shipped." msgstr "" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "تأجير " #: ../../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 "" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 msgid "Rental Pricing" msgstr "تسعير التأجير " #: ../../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 "" #: ../../content/applications/sales/rental.rst:47 msgid "The cheapest line is selected." msgstr "" #: ../../content/applications/sales/rental.rst:50 msgid "Consider the following rental pricing configuration for a product:" msgstr "" #: ../../content/applications/sales/rental.rst:52 msgid "1 day: $100" msgstr "" #: ../../content/applications/sales/rental.rst:53 msgid "3 days: $250" msgstr "" #: ../../content/applications/sales/rental.rst:54 msgid "1 week: $500" msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:64 msgid "Customer signature" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "موصل شحن Amazon " #: ../../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 "**North America region**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Canada" msgstr "كندا" #: ../../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 "المكسيك" #: ../../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 "US" #: ../../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 "**Europe region**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Germany" msgstr "ألمانيا" #: ../../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 "إسبانيا " #: ../../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 "فرنسا" #: ../../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 "UK" #: ../../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 "إيطاليا " #: ../../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 "هولندا" #: ../../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 "تسجيل المدفوعات " #: ../../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 "موصل eBay" #: ../../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 ":doc:`/applications/sales/sales/ebay_connector/manage`" #: ../../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 ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" #: ../../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 ":doc:`/applications/sales/sales/ebay_connector/setup`" #: ../../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 ":doc:`linking_listings`" #: ../../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 ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" #: ../../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 "نظرة عامة" #: ../../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 "تاريخ البدء" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 msgid "Title" msgstr "العنوان" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 msgid "Subtitle" msgstr "العنوان الفرعي" #: ../../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 "الفئة " #: ../../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 "Payment policy" #: ../../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 "المدة" #: ../../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 "الدولة" #: ../../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 "" ":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 msgid "" "eBay does not automatically create invoices for eBay orders that get pushed " "into Odoo. Set invoicing policy on eBay products: invoicing policy will " "dictate when the product can be invoiced. Since most eBay users collect " "payment before the product is shipped, “invoice on ordered” will allow users" " to mass create invoices for eBay orders every day." msgstr "" #: ../../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 ":doc:`../../..//finance/accounting/bank/reconciliation`" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 msgid "" "Generate a marketplace account deletion/closure notification token. To " "begin, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. Under the :guilabel:`eBay` heading, change the mode to " ":guilabel:`Production`, and input random text values for the " ":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " "button under the :guilabel:`eBay Marketplace Account Deletion/Closure " "Notifications` section. This token will be used during the setup on eBay for" " the deletion/closure notifications configuration." msgstr "" #: ../../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 "المنصة " #: ../../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 "الرمز " #: ../../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 "رمز المستخدم " #: ../../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 "أودو" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 msgid "Developer Key" msgstr "مفتاح المطور" #: ../../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 "تحديث أودو إلى أحدث إصدار " #: ../../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 "تحديث قائمة التطبيقات المتاحة " #: ../../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 "Down payments" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:8 msgid "" "With a down payment, the buyer pays a portion of the total amount owed while" " agreeing to pay the remaining amount at a later date. In turn, the seller " "provides goods or services to the buyer after accepting the down payment, " "trusting that the remaining amount will be paid later on." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 msgid "Create invoices" msgstr "إنشاء الفواتير" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:15 msgid "" "When a sales order is confirmed, the option to create an invoice becomes " "available, via the :guilabel:`Create Invoice` button, located in the upper-" "left corner of the sales order form. When clicked, a :guilabel:`Create " "invoices` pop-up appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "Create invoices pop-up form that appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:24 msgid "" "Invoices are automatically created as drafts, so they can be reviewed before" " validation." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:26 msgid "" "On the :guilabel:`Create invoices` pop-up, there are 3 options to choose " "from in the :guilabel:`Create Invoice` field:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid ":guilabel:`Regular invoice`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:30 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:42 msgid ":guilabel:`Down payment (percentage)`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:31 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:43 msgid ":guilabel:`Down payment (fixed amount)`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 msgid "" "If :guilabel:`Regular Invoice` is selected, the other fields disappear, as " "they only pertain to down payment configurations." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:38 msgid "Initial down payment request" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:40 msgid "" "On the :guilabel:`Create invoices` pop-up form, the down payment options " "are:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:45 msgid "" "Once the desired down payment option is selected in the :guilabel:`Create " "Invoice` field on the pop-up form, designate the desired amount, either as a" " percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:49 msgid "" "Then, select the appropriate income account for the invoice in the " ":guilabel:`Income Account` field. Next, select a tax amount, if necessary, " "in the :guilabel:`Customer Taxes` drop-down field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "A create invoices pop-up form with down payment fields filled in with " "information." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:56 msgid "" "Once all fields are filled in with the desired information, click the " ":guilabel:`Create Draft Invoice` button. Upon clicking this button, Odoo " "reveals the :guilabel:`Customer Invoice Draft`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:59 msgid "" "In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice " "Draft`, the down payment that was just configured in the :guilabel:`Create " "invoices` pop-up form appears as a :guilabel:`Product`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Down payment as a product in the invoice lines tab of a customer invoice " "draft in Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:68 msgid "" "When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` " "tab is clicked, Odoo reveals the product form for the down payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:71 msgid "" "By default, the :guilabel:`Product Type` of down payment products generated " "for invoices are set as :guilabel:`Service`, with the :guilabel:`Invoicing " "Policy` set to :guilabel:`Prepaid/Fixed Price`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Down payment product form with service product type and invoicing policy " "field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 msgid "This product can be edited/modified at any time." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:82 msgid "" "If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the " ":guilabel:`Invoicing Policy`, an invoice will **not** be able to be created." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:86 msgid "Example: request 50% down payment" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:0 msgid "Cabinet with doors product form showcasing various details and fields." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:124 msgid "" "Lastly, click :guilabel:`Create Draft Invoice` to create and view the " "invoice draft." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:137 msgid "" "From those buttons, the payment can be registered by clicking " ":guilabel:`Register Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment pop-up window with create payment button." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payments section in the order lines tab of a sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:168 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:181 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second register payment pop-up form in Odoo sales." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:205 msgid "At this point, the flow is now complete." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:208 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:218 msgid "" "If nothing has been delivered, a :guilabel:`Credit Note` is created, which " "cancels the draft invoice that was created after the down payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:221 msgid "" "To utilize the :guilabel:`Credit Note` option, the *Inventory* application " "must be installed, in order to confirm the delivery. Otherwise, the " "delivered quantity can be entered manually directly on the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "Customer taxes modification on down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:230 msgid "" "To adjust the income account and customer taxes attached to a down payment, " "navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> " "Products --> Products`), search for the `Down Payment` product in the search" " bar, and select it to reveal the product detail page." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:234 msgid "" "On the :guilabel:`Down Payment` product page, in the :guilabel:`General " "Information` tab, the customer taxes can be modified in the " ":guilabel:`Customer Taxes` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How to modify the income account link to down payments." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:244 msgid "Income account modification on down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:246 msgid "" "To change or adjust the income account attached to the :guilabel:`Down " "Payment` product page, the *Accounting* app **must** be installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:249 msgid "" "With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes " "available on the product page. That tab will **not** be accessible without " "the *Accounting* app installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:252 msgid "" "In the :guilabel:`Accounting` tab, the income account can be changed in the " ":guilabel:`Income Account` field, located in the :guilabel:`Receivables` " "section." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:5 msgid "" "While working on a project for a client, employees often have to spend their" " own money on various expenses related to the project." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:8 msgid "" "For example, an employee may need to use their own money to pay for a hotel," " while they provide an on-site service for a client. As a company, this " "expense should be reinvoiced to the customer. With Odoo, these kinds of " "expenses can quickly be reinvoiced to the customer related to the project." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:13 msgid "Expenses application" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:15 msgid "" "To be able to reinvoice a customer for an expense, the *Expenses* " "application **must** be installed." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:22 msgid "Add expenses to sales orders" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "" "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank" " expenses form." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "" "On the expenses form, add a :guilabel:`Description` to easily reference the " "expense." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid "" ":guilabel:`Communication`: any form of communication related to a " "project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid "" ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:57 msgid "" ":guilabel:`Mileage`: any form of mileage (gas) costs related to " "project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid "" ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs " "related to a project/order." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:86 msgid "" "In this case, our employee paid for the hotel with their own money, so the " ":guilabel:`Employee (to reimburse)` option is chosen." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:89 msgid "" "On the right-hand side of the expenses form, the option to add a " ":guilabel:`Bill Reference` is available. Beneath that, the auto-populated " ":guilabel:`Expense Date` and :guilabel:`Account` fields are available." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "" "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, " "if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:96 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field " "to reveal a drop-down menu. From this drop-down menu, select the appropriate" " sales order to which this expense should be attached. This field **must** " "be filled, in order to reinvoice a customer for an expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:100 msgid "" "Lastly, the option to modify the :guilabel:`Analytic Distribution` and " ":guilabel:`Company` fields are available. These fields are *not* required to" " complete a reinvoiced expense to a customer, but are available to modify, " "if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:104 msgid "" "Also, at the bottom of the expense form, there is a :guilabel:`Notes...` " "section, wherein any notes related to this expense can be added, if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:111 msgid "" "At the top of the expense form, there are buttons to :guilabel:`Attach " "Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:114 msgid "" "If there is a physical or digital receipt that should be attached to the " "expense, click :guilabel:`Attach Receipt`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:117 msgid "" "If the cost of this expense needs to be split, click :guilabel:`Split " "Expense`. This feature can be used for a number of reasons (spitting expense" " with another employee, to accommodate different tax rates, etc.)." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:121 msgid "" "If neither of these options are necessary, click :guilabel:`Create Report` " "to lock in the expense report that was just configured." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "" "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:130 msgid "" "Here, once the details related to the expense have been confirmed, click " ":guilabel:`Submit to Manager`. This sends the expense report to the " "approving manager, who will review the expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:133 msgid "" "The manager in charge of reviewing and approving the expense will inspect " "the details related to the expense, and if there are no issues, they will " "click the :guilabel:`Approve` button — which *only* appears on the manager's" " view of the :guilabel:`Expense Report Summary` that's been submitted to the" " manager by the employee." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary that a manager will approve with an Approve " "button." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 msgid "Reinvoice expense" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A create invoices pop-up window that appears when the Create Invoice is " "clicked." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice draft with the expense in the Invoice Lines tab of the " "form." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:191 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:194 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " "and PDF invoice in the body of the message. The message can be reviewed and " "modified, if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:198 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " "message/invoice to the customer. Additionally, a PDF of the invoice is " "automatically downloaded for record-keeping and/or printing purposes." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:202 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:209 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " "auto-populated with the correct information. After reviewing the " "information, click :guilabel:`Create Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:217 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " "the invoice, signifying this invoice is paid for in full. Thus, completing " "the workflow." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:227 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9 msgid "" "The *Invoice what is delivered* rule invoices customers once the delivery is" " done. This rule is often used for businesses that sell materials, liquids, " "or food in large quantities. In these cases, the ordered quantity may differ" " slightly from the delivered quantity, making it preferable to invoice the " "quantity actually delivered." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19 msgid "" "To activate the necessary invoicing policy features, go to " ":menuselection:`Sales app --> Configuration --> Settings`, and under the " ":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: " ":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is " "delivered`." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29 msgid "" "If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** " "possible to activate the :guilabel:`Automatic Invoice` feature, which " "automatically generates invoices when an online payment is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36 msgid "" "On any product page, via the :menuselection:`Sales app --> Products --> " "Products dashboard`, locate the :guilabel:`Invoicing Policy` option located " "under the :guilabel:`General Information` tab. It can be changed manually " "using the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47 msgid "" "In Odoo *Sales*, the basic sales flow starts with the creation of a " "quotation. Then, that quotation is sent to a customer. Next, it needs to be " "confirmed, which turns the quotation into a sales order. This, in turn, " "creates an invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51 msgid "" "The following is a breakdown of how invoicing policy rules impact the " "aforementioned sales flow:" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53 msgid "" ":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An " "invoice is created as soon as a sale is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55 msgid "" ":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because " "the delivered quantity needs to be manually entered on the sales order. Or, " "the *Inventory* app can be installed and used to confirm the delivered " "quantity before creating an invoice with the *Sales* app." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60 msgid "" "If a user attempts to create an invoice without validating the delivered " "quantity, the following error message appears: :guilabel:`There is no " "invoiceable line. If a product has a Delivered quantities invoicing policy, " "please make sure that a quantity has been delivered.`" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69 msgid "" "Once a quotation is confirmed, and the status changes from " ":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and " "invoiced quantities are available to view, directly from the sales order. " "This is true for both invoicing policy rule options." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77 msgid "" "Odoo automatically adds the quantities to the invoice, both " ":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial " "delivery, when the quotation is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80 msgid "" "Finally, there are a few different options to create an invoice: " ":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or " ":guilabel:`Down payment (fixed amount)`." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84 msgid "" "Be sure to check out the documentation explaining down payment options to " "learn more: :doc:`/applications/sales/sales/invoicing/down_payment`" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:5 msgid "" "Invoicing based on project milestones can be used for expensive or large-" "scale projects. The series of milestones in a project represent a clear " "sequence of work that will inevitably result in the completion of a project " "and/or contract." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:9 msgid "" "This method of invoicing ensures the company gets a consistent flow of money" " throughout the lifetime of the project. Customers can closely monitor every" " phase of the project's development as it happens, in addition to paying a " "large bill in several installments, instead of all at once." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "" "In Odoo, each milestone of a project is considered as an individual product." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:18 msgid "" "To create and/or configure products to work like this, first navigate to " ":menuselection:`Sales app --> Products --> Products`. Then, click on a " "product, or create a new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:22 msgid "" "The option to invoice based on milestones is only available for certain " "product types." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:24 msgid "" "On the product form, under the :guilabel:`General Information` tab, the " ":guilabel:`Product Type` field *must* be set on any of the following " "options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event " "Booth`, or :guilabel:`Course`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoicing policy field drop-down menu with options on product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:32 msgid "" "With any of those :guilabel:`Product Type` options selected, choose " ":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-" "down menu." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:39 msgid "Beneath that is the :guilabel:`Create on Order` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:41 msgid "" "To ensure workflows are as seamless as possible, it is recommended that an " "option in the :guilabel:`Create on Order` field is selected." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:45 msgid "" "Leaving it on the default :guilabel:`Nothing` option won't negatively affect" " the desired workflow. However, a project *must* then be created directly " "from a sales order form with that specific product. Once a project is " "created *then* milestones and tasks can be created and configured." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:50 msgid "" "When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` " "is clicked, a drop-down menu is revealed with the following options:" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:53 msgid "" ":guilabel:`Task`: Odoo creates a task related to this milestone product in " "the *Projects* app when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:55 msgid "" ":guilabel:`Project \\& Task`: Odoo creates a project and task related to " "this milestone product in the *Projects* app when this specific product is " "ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:57 msgid "" ":guilabel:`Project`: Odoo creates a project related to this milestone " "product in the *Projects* app when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:60 msgid "" "When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In " "this field, select to which existing project in the *Projects* app this " "created task should be connected." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project field appears when the Task option is selected in Create on " "Order field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:67 msgid "" "When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two " "new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace " "Template`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project template and workspace template fields that appear on milestone " "product." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:74 msgid "" "The :guilabel:`Project Template` field provides template options to use for " "the project that will be created when this specific product is ordered." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:90 msgid "This is *not* a requirement." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:107 msgid "" "To invoice milestones, create a sales order with the milestone product(s). " "To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a " "blank quotation form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:110 msgid "" "From this quotation form, add a :guilabel:`Customer`. Then, click " ":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the " "milestone product(s) to the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:113 msgid "" "Once the corresponding milestone product(s) have been added, click " ":guilabel:`Confirm` to confirm the order, which turns the quotation into a " "sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:116 msgid "" "When the order is confirmed, new smart buttons appear at the top of the " "sales order based on what was selected in the :guilabel:`Create on Order` " "field on the product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:119 msgid "" "From the sales order, click the :guilabel:`Milestones` smart button. Doing " "so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add" " milestones." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "Adding milestones to a sales order with milestone products." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:126 msgid "" "Enter a :guilabel:`Name` for the milestone. Next, apply it to the " "corresponding :guilabel:`Sales Order Item`. Lastly, assign a " ":guilabel:`Deadline` to the milestone, if desired." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:129 msgid "Repeat that process for all milestone sales order items." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:131 msgid "" "Then, return to the sales order, via the breadcrumbs. From the sales order, " "click the :guilabel:`Tasks` smart button. Doing so reveals a " ":guilabel:`Tasks` page with a task for each sales order item with that " "option designated in the :guilabel:`Create on Order` field." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:147 msgid "Repeat this process for all milestone tasks." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The create invoices pop-up window that appears when create invoice button is" " clicked." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A customer invoice draft showing only the milestone product that's been " "reached." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:198 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Register Payment pop-up window that appears when Register Payment is " "clicked." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "An invoice with a milestone product that has been paid with an In Payment " "banner." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:215 msgid "" "Then, return to the sales order, via the breadcrumb links. Back on the sales" " order, in the :guilabel:`Order Lines` tab, the reached milestone that's " "been invoiced and paid for, now has its :guilabel:`Invoiced` column filled." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Invoiced column of a milestone product that's been paid for is filled." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:223 msgid "" "There is also a new :guilabel:`Invoices` smart button at the top of the " "sales order. Clicking that reveals all the invoices that are connected to " "this sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoices smart button that appears at the top of a sales order with " "milestones." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:230 msgid "" "Simply repeat the above process for each milestone as it is worked on, and " "subsequently, completed." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:232 msgid "" "Continue that process until the entire project has been completed, each " "milestone has been invoiced, and the entire order has been paid for in full." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:237 msgid ":doc:`proforma`" msgstr ":doc:`proforma`" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:5 msgid "" "A *pro-forma invoice* is an abridged or estimated invoice sent in advance of" " a delivery of goods. It notes the kind and quantity of goods, their value, " "and other important information, such as weight and transportation charges." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:9 msgid "" "Pro-forma invoices are commonly used as preliminary invoices with a " "quotation. They are also used during importation for customs purposes. They " "differ from a normal invoice, in that they are *not* a demand (or request) " "for payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:16 msgid "" "In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature " "**must** be activated." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:18 msgid "" "To enable this feature, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` " "section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, " "click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:27 msgid "Send pro-forma invoice" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:29 msgid "" "With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send" " a pro-forma invoice is now available on any quotation or sales order, via " "the :guilabel:`Send Pro-Forma Invoice` button." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:37 msgid "" "Pro-forma invoices can **not** be sent for a sales order or quotation if an " "invoice for a down payment has already been sent, or for a recurring " "subscription." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** " "appear." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:42 msgid "" "However, pro-forma invoices **can** be sent for services, event " "registrations, courses, and/or new subscriptions. Pro-forma invoices are not" " limited to physical, consumable, or storable goods." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:45 msgid "" "When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up " "window appears, from which an email can be sent." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:48 msgid "" "In the pop-up window, the :guilabel:`Recipients` field is auto-populated " "with the customer from the sales order or quotation. The :guilabel:`Subject`" " field and the body of the email can be modified, if necessary." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "" "The pro-forma invoice is automatically added as an attachment to the email." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:54 msgid "" "When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with" " the attached pro-forma invoice, to the customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The email pop-up window that appears with pro-forma invoice attached in Odoo" " Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:62 msgid "" "To preview what the pro-forma invoice looks like, click on the PDF at the " "bottom of the email pop-up window *before* clicking :guilabel:`Send`. When " "clicked, the pro-forma invoice is downloaded instantly. Open that PDF to " "view (and review) the pro-forma invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "What the Timesheets feature looks like on the Odoo Project settings page." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "" "Click :guilabel:`Confirm` to confirm the invoice and continue with the " "invoicing process." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:184 msgid "Add expenses to sales order" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "How an Expense Report Summary looks in Odoo Expenses." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:234 msgid "Invoice expenses" msgstr "قم بفوترة النفقات " #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to add analytic distribution column on purchase order form in Odoo " "Purchase." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to select the Analytic Distribution department from a purchase order in " "Odoo." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:326 msgid "Then, click :guilabel:`Validate` to validate the purchase order." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Customer invoice draft with purchase product attached to sales order in " "Odoo." msgstr "" #: ../../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 "" #: ../../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 "المحافظ الإلكترونية " #: ../../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 "القواعد الشرطية" #: ../../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 "المكافآت" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5 msgid "" "With Odoo, pricelists can be used to manage prices in a number of foreign " "currencies. Specifically, Odoo has the ability to work with 167 total " "currencies." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9 msgid "" "In order to use multiple currencies in Odoo *Sales*, the *Accounting* " "application **must** be installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 msgid "Settings" msgstr "الإعدادات" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " "added to the database. Navigate to :menuselection:`Accounting app --> " "Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, " "and locate the :guilabel:`Main Currency` setting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How the main currency feature appears on settings page in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23 msgid "" "Odoo automatically sets the main currency as the currency of the country the" " company is based in." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25 msgid "" "To change the main currency of the company, select the drop-down menu in the" " :guilabel:`Currency` field, select the desired currency, and be sure to " ":guilabel:`Save` the changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29 msgid "" "To ensure currency rates are updated automatically, enable the *automatic " "currency rates* feature on the *Accounting* settings page " "(:menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37 msgid "" "Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, " "choose a designated bank to get the currency rates from in the " ":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`" " of time for the updates to take place. Then determine when the date of the " ":guilabel:`Next Run` should be." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42 msgid "" "To instantly update the currency rates, click the :guilabel:`🔁 (circular " "arrows)` icon, located to the right of the :guilabel:`Next Run` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45 msgid "" "When all configurations are complete, be sure to :guilabel:`Save` all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48 msgid "" "All payment methods **must** be in the same currency as the sales journal, " "or the company currency, if the company currency is not set. If it is not " "the same, a :guilabel:`Validation Error` message appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53 msgid "View, edit, and add currencies" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5 msgid "" "Odoo *Sales* has a useful pricelist feature that can be tailored to fit any " "unique pricing strategy." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7 msgid "" "A *pricelist* is a list of prices (or price rules) that Odoo uses to " "determine the appropriate price for a customer. These pricelists can be set " "with specific criteria (such as time periods, minimum quantity sold, and " "more) in order to apply certain prices or discounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11 msgid "" "Pricelists suggest certain prices, but they can always be overridden on the " "sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14 msgid "Pricing strategy options" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16 msgid "" "To choose a pricing strategy, first navigate to :menuselection:`Sales app " "--> Configuration --> Settings`. In the :guilabel:`Pricing` section, click " "the checkbox next to the :guilabel:`Pricelists` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20 msgid "" "Doing so reveals two additional options beneath it: :guilabel:`Multiple " "prices per product` and :guilabel:`Advanced price rules (discounts, " "formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads " "to a separate pricelists page, wherein pricelists can be created and/or " "modified." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25 msgid "" ":guilabel:`Multiple prices per product`: provides the option to set several " "different prices per product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 msgid "" ":guilabel:`Advanced price rules (discounts, formulas)`: provides the option " "to create detailed price rules and apply discounts, margins, and roundings." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 msgid "" "After clicking the checkbox beside the :guilabel:`Pricelists` feature, " "select one of those two options, then click :guilabel:`Save` to save all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40 msgid "" "After activating and saving the :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " ":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on " "the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->" " Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:328 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:267 msgid "" "The :guilabel:`Public Pricelist` is the default pricelist used with Odoo " "*Sales* and *eCommerce*." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:55 msgid "" "From the :guilabel:`Pricelists` page, either select the desired pricelist to" " edit, or click :guilabel:`New` to create a new pricelist, which reveals a " "blank pricelist form that can be configured in a number of different ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63 msgid "" "When creating a new pricelist, start by adding a name for the pricelist at " "the top of the form, in the blank field. Next, select which " ":guilabel:`Currency` should be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:66 msgid "" "Then, if working in a multi-company environment, select which company this " "pricelist should apply to in the :guilabel:`Company` field. If this field is" " left blank, the pricelist is automatically applied to all companies in the " "database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 msgid "Price rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:73 msgid "" "The :guilabel:`Price Rules` tab functionality on a pricelist form varies " "depending on the :guilabel:`Pricelists` setting chosen: either " ":guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules " "(discounts, formulas)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 msgid "" "However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` " "tab are always the same, regardless of the chosen :guilabel:`Pricelists` " "setting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid "Price rules tab (multiple prices per product)" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83 msgid "" "With the :guilabel:`Multiple prices per product` setting activated, the " ":guilabel:`Price Rules` tab on pricelist forms provides the option to add " "specific products, with a specific price, to a pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:87 msgid "" "To add a specific product and price to a pricelist form, click the " ":guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the " ":guilabel:`Products` column. Then, select the desired product for which a " "specific price should be applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91 msgid "" "Next, if necessary, select a product variant under the :guilabel:`Variants` " "column (e.g. a specific product size, color, etc.). If no variants are " "selected, then this price will apply to all variants of the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95 msgid "" "If a minimum amount of the product must be purchased in order to apply the " "specific price, enter the amount under the :guilabel:`Min. Quantity` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98 msgid "" "To configure the price of the product for this specific pricelist, enter the" " desired amount under the :guilabel:`Price` column. Then, there is the " "option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the " "configured product price, if desired." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:102 msgid "" "To add another product line, click :guilabel:`Add a line` again, and repeat " "the process. There is no limit to how many products can be added in the " ":guilabel:`Price Rules` tab of a pricelist form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid "" "For more information, check out the following section: :ref:`Multiple prices" " per product `." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:109 msgid "Price rules tab (advanced price rules)" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111 msgid "" "With the :guilabel:`Advanced price rules (discounts, formulas)` setting " "activated, the :guilabel:`Price Rules` tab on pricelist forms provides the " "option to configure detailed price rules based on formulas." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 msgid "" "Check out the :ref:`Advanced price rules (discounts, formulas) " "` section for detailed steps on how to add " "advanced price rules to a pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119 msgid "Time-based rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:121 msgid "" "Time-based rules are used specifically with :doc:`subscription products " "`. Be sure to check out the Odoo" " *Subscriptions* :doc:`documentation `." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125 msgid "" "Under the :guilabel:`Time-based rules` tab, the same functionality of the " ":guilabel:`Price Rules` tab is present, with the only difference being that " "a repeating time period can be applied in the :guilabel:`Period` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:129 msgid "" "After a :guilabel:`Product` and potential :guilabel:`Variant` are selected " "in the :guilabel:`Time-based rules` tab, select the blank field in the " ":guilabel:`Period` column to reveal a drop-down menu of pre-designated " "recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133 msgid "" "New recurrence periods can also be directly created from this column, by " "typing in the new name for the :guilabel:`Period` and then selecting " ":guilabel:`Create` to create the time period, which can be edited later. Or," " select :guilabel:`Create and edit...` to reveal a pop-up form, in which the" " new recurrence period can be directly configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Custom time period pop-up form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142 msgid "" "From this :guilabel:`Create Period` pop-up form, add a :guilabel:`Name`, " ":guilabel:`Duration`, then a :guilabel:`Unit` (e.g. `Days`, `Weeks`, etc.). " "When finished, click :guilabel:`Save and Close`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145 msgid "" "Lastly, add the desired price for this time-based rule in the " ":guilabel:`Price` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 msgid ":doc:`/applications/sales/subscriptions`" msgstr ":doc:`/applications/sales/subscriptions`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:151 msgid "Configuration tab" msgstr "Configuration tab" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153 msgid "" "Under the :guilabel:`Configuration` tab, there are a few options that can " "further customize the pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Configuration tab on pricelist detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 msgid "" "From here, under the :guilabel:`Availability` section, in the " ":guilabel:`Country Groups` field, certain country groups can be added to the" " pricelist. There is no limit to how many country groups can be added in " "this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:165 msgid "" "If no country is set for a customer, Odoo takes the first pricelist without " "any country group." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:167 msgid "" "Under the :guilabel:`Website` section, there are a few options that can be " "configured. In the :guilabel:`Website` field, this pricelist can be applied " "to a specific website, if working in a multi-website environment. If left " "blank, the pricelist will be applied to all websites in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:172 msgid "" "Click the :guilabel:`Selectable` checkbox to have this pricelist as a " "selectable option for customers to choose as they shop. If the " ":guilabel:`Selectable` box is left unchecked, customers **cannot** select " "this pricelist for themselves as they shop." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:176 msgid "" "Lastly, there is the option to add an :guilabel:`E-commerce Promotional " "Code`. To add a code, type in the desired promo code that, when entered " "during the checkout process, applies the pricelist to the customer, even if " "the customer does not fall into the previously-specified criteria." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:181 msgid "Show discount percentage to customers" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183 msgid "" "With Odoo *Sales*, the option to show the public price *and* the computed " "discount percentage on the product catalog is available." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:186 msgid "" "To do that, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`, and in the :guilabel:`Pricing` section, click the checkbox next " "to the :guilabel:`Discounts` feature, and then click :guilabel:`Save` to " "save all changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:190 msgid "" "After activating the :guilabel:`Discounts` feature, navigate to the " "pricelists page, either by clicking the :guilabel:`Pricelists` link from the" " :guilabel:`Settings` page, or by going to :menuselection:`Sales app --> " "Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 msgid "" "On the :guilabel:`Pricelists` page, select the desired pricelist to edit. On" " the pricelist form, click into the :guilabel:`Configuration` tab. In the " ":guilabel:`Configuration` tab, at the bottom, a :guilabel:`Discounts` " "section is now available." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "" "What the discount options are on the configuration tab of a pricelist in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 msgid "The options available in this section are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204 msgid "" ":guilabel:`Discount included in the price`: shows the customer only the " "final price with the discount already included." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:206 msgid "" ":guilabel:`Show public price & discount to the customer`: shows the customer" " the public price *and* the discount they're earning." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:210 msgid "Customer pricelist application" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:212 msgid "" "While the default pricelist applied to any customer is the :guilabel:`Public" " Pricelist`, Odoo provides the opportunity to directly apply a different " "pricelist to customers on their contact form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215 msgid "" "To do that, open the desired customer's contact form, either by navigating " "to :menuselection:`Sales app --> Orders --> Customers` and selecting the " "customer from the main :guilabel:`Customers` page, or by clicking on the " "customer's name on a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 msgid "" "On the desired customer's contact form, under the :guilabel:`Sales & " "Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist " "should be applied to this specific customer from the drop-down menu in the " ":guilabel:`Pricelist` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:236 msgid "" "To apply several prices per individual product, select the " ":guilabel:`Multiple prices per product` option, after enabling the " ":guilabel:`Pricelists` feature on the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240 msgid "" "Next, apply pricelists to specific products using the product form. Navigate" " to the :menuselection:`Sales app --> Products --> Products` and select the " "product for which multiple prices should be applied. Selecting a product " "from the :guilabel:`Products` page reveals that specific product's product " "form on a separate page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:245 msgid "" "On the product form, click the :guilabel:`Extra Prices` smart button, " "located at the top of the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra prices smart button appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "" "Doing so reveals a separate page displaying the :guilabel:`Price Rules` that" " are specific to that particular product. Here, price rules can be edited or" " created at any time." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra price rules per product page appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:259 msgid "" "To create a new price rule for a product from this specific :guilabel:`Price" " Rules` page, click :guilabel:`New` to add a new, customizable row that has " "the desired product already populated in the :guilabel:`Applied On` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:263 msgid "" "Next, select which :guilabel:`Pricelist` this specific product price rule " "should apply to, via the drop-down menu in the :guilabel:`Pricelist` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:270 msgid "" "To create a new pricelist from this page, type in the desired name of the " "new pricelist in the :guilabel:`Pricelist` column, then select " ":guilabel:`Create` from the drop-down menu. All pricelists can be modified " "at any time, by navigating to :menuselection:`Sales app --> Products --> " "Pricelists`. Pricelists can also be created on that specific " ":guilabel:`Pricelists` page, as well." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:276 msgid "" "After the desired pricelist is added to the row, designate a :guilabel:`Min." " Quantity` for the price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280 msgid "" "If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the " ":guilabel:`Price` column will be applied to orders of 2 or more products. " "So, in theory, if a single product costs $100, customers can be encouraged " "to buy more, if the :guilabel:`Price` is set at $85 per product for a " ":guilabel:`Min. Quantity` of `2` products." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:285 msgid "" "Next, enter the desired amount in the :guilabel:`Price` column. Then, if " "needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the " "product's price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 msgid "" "And lastly, if working in a multi-company environment, select which company " "this price rule should be applied to in the :guilabel:`Company` field. " "Leaving this field blank means the price rule applies for all companies in " "the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:292 msgid "" "Click away from the row to activate Odoo's auto-save capability, meaning " "that newly-created price rule is now ready to be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:295 msgid "" "Proceed to add as many unique price rules per product as desired. There is " "no limit to how many price rules can be added per product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:298 msgid "" "With the price rule(s) in place for a specific product, customers who fall " "into those corresponding pricelists automatically see those new prices " "applied. The number of price rules applied to a particular product are also " "displayed in the :guilabel:`Extra Prices` smart button, located on every " "product form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304 msgid "" "When a price rule/pricelist is added to a product via the :guilabel:`Extra " "Prices` smart button, it is also reflected on the pricelist itself. " "Similarly, when a price rule for a specific product is added to a pricelist," " it is also reflected on the product form via the :guilabel:`Extra Prices` " "smart button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:314 msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:318 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " "enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " ":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on " "the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->" " Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " ":guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule " "is configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 msgid "Price computation" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:347 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:348 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " "enter the desired discount percentage in the :guilabel:`Discount` field that" " appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The various formula computation options present in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:364 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " ":guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the " "advanced price rule formula will be based on." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:368 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:372 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " ":guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is " "often seen in retail situations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo" " Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:380 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " "desired figure in the :guilabel:`Rounding Method` field. The rounding method" " sets the price so that it is a multiple of the value in the field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 msgid "Conditions" msgstr "الشروط" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "Import products" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:12 msgid "Import template" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" "From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:38 msgid "Customize product import template" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:52 msgid "" "Do **not** change the labels of columns that are meant to be imported. " "Otherwise, Odoo won't recognize them, forcing the user to map them on the " "import screen manually." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:54 msgid "" "Feel free to add new columns to the template spreadsheet, if desired. " "However, to be added, those fields **must** exist in Odoo. If Odoo can't " "match the column name with a field, it can be matched manually during the " "import process." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:58 msgid "" "During the import process of the completed template, Odoo reveals a page " "showcasing all the elements of the newly-configured product template " "spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " "and :guilabel:`Comments`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:62 msgid "" "To manually match a column name with a field in Odoo, click the " ":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " "that needs a manual adjustment, and select the appropriate field from that " "drop-down menu." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:71 msgid "Import product template spreadsheet" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The everything seems valid message that appears if file columns are entered " "correctly." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:104 msgid "" "If there are any errors, Odoo reveals a red banner at the top of the page, " "with instructions of where to locate the specific issues, and how to fix " "them." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import error message that appears if file columns don't match an Odoo " "Field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:111 msgid "" "Once those errors are fixed, click :guilabel:`Test` again to ensure all " "necessary issues have been remedied appropriately." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:114 msgid "" "If additional product template spreadsheets need to be uploaded, click the " ":guilabel:`Load File` button, select the desired product template " "spreadsheet, and repeat the process." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:117 msgid "When everything is ready, click the :guilabel:`Import` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:119 msgid "" "When clicked, Odoo instantly imports those products, and reveals the main " ":guilabel:`Products` page, with a pop-up message in the upper-right corner. " "This pop-up message informs the user how many products were successfully " "imported." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The pop-up window that appears after a successful product import process in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:127 msgid "" "At this point, all the newly-imported products are accessible and editable " "via the :guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:131 msgid "Import relation fields, attributes, and variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:133 msgid "" "It's important to note that an Odoo object is always related to many other " "objects. For example, a product is linked to product categories, attributes," " vendors, and things of this nature. These links/connections are known as " "relations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:138 msgid "" "In order to import product relations, the records of the related object " "**must** be imported *first* from their own list menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:142 msgid "Relation fields" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:144 msgid "" "On product forms in Odoo, there are a number of fields that can be modified " "and customized at any time. These fields are found under every tab on a " "product form. While these fields are easily editable directly on the product" " form, they can also be modified via a product import." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:161 msgid "" "Once the spreadsheet with the newly-configured relation field information " "has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:164 msgid "" "When the newly-changed/modified products, complete with the new relation " "field information, has been imported and uploaded, that new information can " "be found on the :guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:168 msgid "Attributes and values" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:170 msgid "" "Odoo also allows users to import product attributes and values that can be " "used for products that already exist in the database, and/or with imported " "products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:173 msgid "" "To import attributes and values, a separate spreadsheet or CSV file " "dedicated to attributes and values **must** be imported and uploaded before " "they can be used for other products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:176 msgid "" "The column names/titles of the attributes and values spreadsheet should be " "as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " ":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "An attributes and values spreadsheet template for imports." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:184 msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:185 msgid "" ":guilabel:`Display Type`: display type used in the product configurator. " "There are three display type options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:188 msgid ":guilabel:`Radio`: values displayed as radio buttons" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:189 msgid ":guilabel:`Selection`: values displayed in a selection list" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:190 msgid ":guilabel:`Color`: values denoted as a color selection" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:192 msgid "" ":guilabel:`Variant Creation Mode`: how the variants are created when applied" " to a product. There are three variant creation mode options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:195 msgid "" ":guilabel:`Instantly`: all possible variants are created as soon as the " "attribute, and its values, are added to a product" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:197 msgid "" ":guilabel:`Dynamically`: each variant is created **only** when its " "corresponding attributes and values are added to a sales order" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:199 msgid ":guilabel:`Never`: variants are **never** created for the attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:202 msgid "" "The :guilabel:`Variants Creation Mode` **cannot** be changed once the " "attribute is used on at least one product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:205 msgid "" ":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " "If there are multiple values for the same attribute, the values need to be " "in individual lines on the spreadsheet." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:208 msgid "" "Once the desired attributes and values have been entered and saved in the " "spreadsheet, it's time to import and upload it into Odoo. To do that, " "navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " "⚙️ (gear) icon --> Import records --> Upload File`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:212 msgid "" "Once the spreadsheet with the newly-configured attributes and values has " "been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Attributes` page. That's where those newly-added attributes and " "values can be found and edited, if necessary." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:216 msgid "" "As mentioned previously, when attributes and values have been added to the " "Odoo database, they can be used for existing or imported products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 msgid "Product variants" msgstr "متغيرات المنتجات " #: ../../content/applications/sales/sales/products_prices/products/import.rst:222 msgid "" "When product attributes and values are configured in the database, they can " "be used on product import spreadsheets to add more information and detail to" " products being imported." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:225 msgid "" "To import products with product attributes and values, the product import " "template spreadsheet must be configured with specific :guilabel:`Product " "Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " ":guilabel:`Name` columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:229 msgid "" "There can be other columns, as well, but these columns are **required** in " "order to properly import products with specific variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "Product variants spreadsheet with product attributes and variants for import" " purposes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:236 msgid ":guilabel:`Name`: product name" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:237 msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:238 msgid "" ":guilabel:`Product Attributes / Values`: values pertaining to the " "corresponding attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:241 msgid "" "To import multiple values, separate them by *just* a comma, **not** a comma " "followed by a space, in the product import template spreadsheet (e.g. " "`furniture,couch,home`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:244 msgid "" "When the desired products and product variants have been entered and saved " "in the spreadsheet, it's time to import and upload them into Odoo. To do " "that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" " (gear) icon --> Import records --> Upload File`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:248 msgid "" "Once the spreadsheet with the newly-configured products and product variants" " has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page. That's where the newly-added products can be " "found." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:252 msgid "" "To view and modify the attributes and variants on any products, select the " "desired product from the :guilabel:`Products` page, and click the " ":guilabel:`Attributes \\& Variants` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:256 msgid ":doc:`variants`" msgstr ":doc:`variants`" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" "Having appropriate product images in Odoo is useful for a number of reasons." " However, if a lot of products need images, assigning them can become " "incredibly time-consuming." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" "Fortunately, by configuring the *Google Custom Search* API within an Odoo " "database, finding product images for products (based on their barcode) is " "extremely efficient." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 msgid "" "In order to utilize *Google Custom Search* within an Odoo database, both the" " database and the Google API must be properly configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 msgid "" "Free Google accounts allow users to select up to 100 free images per day. If" " a higher amount is needed, a billing upgrade is required." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " "Search API credentials. Then, log in with a Google account. Next, agree to " "their :guilabel:`Terms of Service` by checking the box, and clicking " ":guilabel:`Agree and Continue`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" "From here, select (or create) an API project to store the credentials. Start" " by giving it a memorable :guilabel:`Project Name`, select a " ":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" "With the :guilabel:`Credentials` option selected in the left sidebar, click " ":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" "Doing so reveals an :guilabel:`API key created` pop-up window, containing a " "custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " "pop-up window -- it will be used later. Once the key is copied (and saved " "for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The API key created pop-up window that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" "From the :guilabel:`Custom Search API` page, enable the API by clicking " ":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "\"Custom Search API\" page with Enable button highlighted on Google Cloud " "Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 msgid "Google Programmable Search dashboard" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" "Next, go to `Google Programmable Search Engine " "`_, and click either of the " ":guilabel:`Get started` buttons. Log in with a Google account, if not " "already logged in." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" "On the :guilabel:`Create a new search engine` form, fill out the name of the" " search engine, along with what the engine should search, and be sure to " "enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "Create new search engine form that appears with search engine " "configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" "Doing so reveals a new page with the heading: :guilabel:`Your new search " "engine has been created`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Your New Search Engine Has Been Created page that appears with copy " "code." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" "From this page, click :guilabel:`Customize` to open the " ":menuselection:`Overview --> Basic` page. Then, copy the ID in the " ":guilabel:`Search engine ID` field. This ID is needed for the Odoo " "configuration." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" "In the Odoo database, go to the :menuselection:`Settings app` and scroll to " "the :guilabel:`Integrations` section. From here, check the box beside " ":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Google Images setting in the Odoo Settings app page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" "Next, return to the :menuselection:`Settings app`, and scroll to the " ":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " ":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " "Images` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "Product images in Odoo with Google Custom Search API" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" "Adding images to products in Odoo can be done on any product or product " "variant. This process can be completed in any Odoo application that provides" " access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" "Below is a step-by-step guide detailing how to utilize the *Google Custom " "Search API* to assign images to products in Odoo using the Odoo *Sales* " "application:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 msgid "" "Navigate to the :guilabel:`Products` page in the *Sales* app " "(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " ":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " "app --> Products --> Product Variants`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 msgid "Select the desired product that needs an image." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 msgid "" "Only products (or product variants) that have a barcode, but **not** an " "image, are processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 msgid "" "If a product with one or more variants is selected, each variant that " "matches the aforementioned criteria is processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 msgid "" "Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " ":guilabel:`Get Pictures from Google Images` from the menu that pops up." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Get Pictures from Google Images option from the Action drop-down menu in" " Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The pop-up that appears in which the user should click Get Picture in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 msgid "Once clicked, the image(s) will appear incrementally." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 msgid "" "Only the first 10 images are fetched immediately. If you selected more than " "10, the rest are fetched as a background job." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 msgid "" "The background job processes about 100 images in a minute. If the quota " "authorized by Google (either with a free or a paid plan) is reached, the " "background job puts itself on hold for 24 hours. Then, it will continue " "where it stopped the day before." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " "characteristics and options for customers to choose from, such as size, " "style, or color, just to name a few." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:8 msgid "" "Products variants can be managed via their individual product template, or " "by navigating to either the :guilabel:`Product Variants` or " ":guilabel:`Attributes` page. All of these options are located within the " "Odoo *Sales* application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:13 msgid "" "An apparel company has the following variant breakdown for one their best-" "selling t-shirts:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:20 msgid "" "Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a" " specific product variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:23 msgid "" "**Color** and **Size** are *attributes*, and the corresponding options (like" " **Blue** and **S**) are *values*." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:26 msgid "" "In this instance, there is a total of twenty different product variants: " "four **Color** options multiplied by five **Size** options. Each variant has" " its own inventory count, sales totals, and other similar records in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:31 msgid ":doc:`/applications/websites/ecommerce/managing_products/variants`" msgstr ":doc:`/applications/websites/ecommerce/managing_products/variants`" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:36 msgid "" "To use product variants, the *Variants* setting **must** be activated in the" " Odoo *Sales* application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:39 msgid "" "To do that, go to :menuselection:`Sales app --> Configuration --> Settings`," " and locate the :guilabel:`Product Catalog` section at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "" "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Activating product variants on the Settings page of the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "" "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "الخصائص" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:53 msgid "" "Before product variants can be set up, attributes **must** be created. To " "create, manage, and modify attributes, navigate to :menuselection:`Sales app" " --> Configuration --> Attributes`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" " appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " "dashboard, and :guilabel:`eCommerce` pages." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " "customized and configured in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 msgid "" "Next, in the optional :guilabel:`Category` field, select a category from a " "drop-down menu to group similar attributes under the same section for added " "specificity and organization." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 msgid "" "To view the details related to the attribute category selected, click the " "internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " ":guilabel:`Category` field. Doing so reveals that attribute category's " "detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A standard attribute category detail page accessible via its internal link " "arrow icon." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " "category. These attributes can be dragged-and-dropped into a desirable order" " of priority." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " "reveals a :guilabel:`Create Category` pop-up window, in which the new " "attribute category can be configured and customized." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 msgid "" "Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " "options. The :guilabel:`Display Type` determines how this product is shown " "on the online store, :guilabel:`Point of Sale` dashboard, and " ":guilabel:`Product Configurator`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 msgid "The :guilabel:`Display Type` options are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 msgid "" ":guilabel:`Radio`: options appear in a bullet-style list on the product page" " of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 msgid "" ":guilabel:`Pills`: options appear as selectable buttons on the product page " "of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 msgid "" ":guilabel:`Select`: options appear in a drop-down menu on the product page " "of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 msgid "" ":guilabel:`Color`: options appear as small, colored squares, which reflect " "any HTML color codes set, on the product page of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Display Types on Product Configurator on the online store in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 msgid "" "The :guilabel:`Variants Creation Mode` field informs Odoo when to " "automatically create a new variant once an attribute is added to a product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 msgid "" ":guilabel:`Instantly`: creates all possible variants as soon as attributes " "and values are added to a product template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 msgid "" ":guilabel:`Dynamically`: creates variants **only** when corresponding " "attributes and values are added to a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " "cannot be edited." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 msgid "" "Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" " these attribute options are visible to the customer on the front-end, as " "they shop on the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 msgid "" ":guilabel:`Visible`: the attribute values are visible to customers on the " "front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 msgid "" ":guilabel:`Hidden`: the attribute values are hidden from customers on the " "front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 msgid "Attribute values" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " "custom (i.e. the customer gets to provide unique specifications that are " "specific to this particular value)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " "line, to make it easier for salespeople and customers to know exactly what " "color option they're choosing." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Selecting a color from the HTML color pop-up window that appears on " "attribute form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " "That button lists every product in the database currently using that " "attribute." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " "--> Products`, and select an existing product to view that desired product's" " form. Or, click :guilabel:`Create` to create a new product, to which a " "product variant can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " "new attribute in the blank field, and select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " ":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, " "proceed to modify the attribute in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 msgid "There is no limit to how many values can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "Configure variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " ":guilabel:`Product Variant Values`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The Product Variant Values page accessible via the Configure button on a " "product form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A Product Variant Values page accessible via the Product Variants Values " "general page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " "added, this specific attribute value will be excluded from those specific " "products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 msgid "Variants smart button" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" " appears at the top of the product form. The :guilabel:`Variants` smart " "button indicates how many variants are currently configured for that " "specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " "configured for that specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants page accessible via the variants smart button on the product " "form in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 msgid "Impact of variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" #: ../../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 "" #: ../../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 ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" #: ../../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 "" #: ../../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 "قسم المبيعات " #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:5 msgid "" "In the Odoo *Sales* application, it is possible to set deadlines on sales " "quotations. Doing so encourages customers to act quickly during sales " "negotiations, for they might fear for missing out on a good deal. As well, " "deadlines also can also act as protection for a company in case an order has" " to be fulfilled at a price that is no longer profitable for the business." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:13 msgid "" "In Odoo *Sales*, there's the option to add an expiration date to a " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:15 msgid "" "To add an expiration date to a quotation, navigate to :menuselection:`Sales " "app`, and select a desired quotation, or create a new one by clicking " ":guilabel:`New`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:18 msgid "" "On the quotation form, click the :guilabel:`Expiration` field to reveal a " "pop-up calendar. From this pop-up calendar, select the desired month and " "date as the expiration date for the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:26 msgid "" "By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly " "displays when that specific offer expires." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:36 msgid "" "The Odoo *Sales* application also makes it possible to add a deadline " "expiration date to quotation templates." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:39 msgid "" "To add a deadline expiration date to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`, and " "either select the desired quotation template to which a deadline should be " "added, or click :guilabel:`New` to build a new quotation template from " "scratch." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:43 msgid "" "On the quotation template form, add a specific number of days to the " ":guilabel:`Quotation expires after` field, located beneath the quotation " "template name. The number of days represents how long the quotation will be " "valid for, before it expires." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:51 msgid "" "Then, whenever that specific quotation template is used in a quote, an " "expiration date is automatically calculated, based on the number of days " "designated above. However, this date can be overwritten before sending the " "quotation to the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:56 msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`" msgstr ":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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5 msgid "" "People and businesses often use separate addresses for billing (invoicing) " "and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can " "have different specified addresses for delivery and invoicing." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12 msgid "" "To properly utilize multiple addresses in Odoo, go to " ":menuselection:`Accounting app --> Configuration --> Settings`, and scroll " "down to the :guilabel:`Customer Invoices` heading. Then, tick the checkbox." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Activate the Customer Addresses setting." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21 msgid "Contact form configuration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23 msgid "" "To add multiple addresses to a contact, go to :menuselection:`Sales app --> " "Orders --> Customers`, and clear any default filters from the search bar. " "Then, click on the desired customer to open their contact form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:28 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30 msgid "" "From the contact form, click :guilabel:`Edit`, and then select " ":guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses`" " tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which " "additional addresses can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "أضف جهة اتصال/عنوانًا إلى نموذج الاتصال. " #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:38 msgid "" "On the :guilabel:`Create Contact` pop-up form, start by clicking the default" " :guilabel:`Other Address` field to reveal a drop-down menu of address-" "related options." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:41 msgid "Select any of the following options:" msgstr "حدد أي من الخيارات التالية: " #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr "" ":guilabel:`جهة الاتصال`: تضيف جهة اتصال أخرى لاستمارة التواصل الموجودة. " #: ../../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:`عنوان الفاتورة`: يقوم بإضافة عنوان فاتورة محددة إلى استمارة " "التواصل الموجودة. " #: ../../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:`عنوان التوصيل`: يقوم بإضافة عنوان توصيل محدد إلى استمارة التواصل " "الموجودة. " #: ../../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:`عنوان آخر`: يقوم بإضافة عنوان بديل إلى استمارة التواصل الموجودة. " #: ../../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:`عنوان خاص`: يقوم بإضافة عنوان خاص إلى استمارة التواصل الموجودة. " #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49 msgid "" "Once an option is selected, proceed to enter the corresponding contact " "information that should be used for the specified address type." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "قم بإنشاء جهة اتصال/عنوان جديد في استمارة التواصل. " #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:56 msgid "" "Then, click :guilabel:`Save & Close` to save the address and close the " ":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " "the address and immediately input another one." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:60 msgid "Address added to quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62 msgid "" "When a customer is added to a quotation, the :guilabel:`Invoice Address` and" " :guilabel:`Delivery Address` fields autopopulate with the corresponding " "addresses specified on the customer's contact form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:70 msgid "" "The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be" " edited directly from the quotation by clicking the :guilabel:`Edit` button," " and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons " "next to each address line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:74 msgid "" "These addresses can be updated at any time to ensure accurate invoicing and " "delivery." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:77 msgid "" "If any changes are made on a form in Odoo, include *Contacts* forms, " "remember to click :guilabel:`Save` to save the changes to the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Online payment order confirmation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online payment, directly on a sales order. Once the sales " "order is electronically paid for by the customer, the salesperson attached " "to the sales order is instantly notified that the order is confirmed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting in the Odoo Sales application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on quotation template forms in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 msgid "Payment providers" msgstr "مزودو الدفع " #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45 msgid "" "After activating the :guilabel:`Online Payment` feature, a link to configure" " :guilabel:`Payment Providers` appears beneath it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48 msgid "" "Clicking that link reveals a separate :guilabel:`Payment Providers` page, in" " which a large variety of payment providers can be enabled, customized, and " "published." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "Payment providers page in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91 msgid ":doc:`../../../finance/payment_providers`" msgstr ":doc:`../../../finance/payment_providers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59 msgid "Register a payment" msgstr "تسجيل دفعة" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61 msgid "" "After opening quotations in their customer portal, customers can click " ":guilabel:`Accept \\& Pay` to confirm their order with an online payment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The accept and pay button on an online quotation in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68 msgid "" "After clicking :guilabel:`Accept \\& Pay`, customers are presented with " ":guilabel:`Validate Order` pop-up window containing different options for " "them to make online payments, in the :guilabel:`Pay with` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "How to register a payment on a validate order pop-up window in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77 msgid "" "Odoo will **only** offer payment options on the :guilabel:`Validate Order` " "pop-up window that have been published and configured on the " ":guilabel:`Payment Providers` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80 msgid "" "Once the customer selects their desired method of payment, they will click " "the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo " "instantly notifies the assigned salesperson upon order confirmation with an " "online payment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "Sample of notification that appears in the chatter when an online payment is" " made." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online signature, directly on the sales order. Once the sales" " order is electronically signed by the customer, the salesperson attached to" " the sales order is instantly notified that the order is confirmed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13 msgid "" "In order to have customers confirm orders with an online signature, the " "*Online Signature* feature **must** be activated." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16 msgid "" "To activate the *Online Signature* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, and activate the :guilabel:`Online Signature` feature by " "checking the box beside it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "" "The Online Signature feature option in the Settings of the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24 msgid "Then, click the :guilabel:`Save` button in the top-left corner." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27 msgid "" "When making a quotation template, the online signature feature is the " ":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`" " field of the quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The Online confirmation signature option found on every quotation template " "in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34 msgid "" "On standard quotations, the online signature feature is the " ":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab " "of the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The online signature feature option in the Other Info tab of a quotation " "form in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42 msgid "Order confirmations with online signatures" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44 msgid "" "When clients access quotations online through their customer portal, there's" " a :guilabel:`Sign \\& Pay` button directly on the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Sign and Pay button present on online quotations in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51 msgid "" "When clicked, a :guilabel:`Validate Order` pop-up window appears. In this " "pop-up window, the :guilabel:`Full Name` field is auto-populated, based on " "the contact information in the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Validate Order pop-up window for online signatures in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58 msgid "" "Then, customers have the option to enter an online signature with any of the" " following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61 msgid "" ":guilabel:`Auto` lets Odoo automatically generate an online signature based " "on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets" " the customer use the cursor to create a custom signature directly on the " "pop-up window. And :guilabel:`Load` lets the customer upload a previously-" "created signature file from their computer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66 msgid "" "After the customer has chosen any of the three previously mentioned " "signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`)," " they will click the :guilabel:`Accept \\& Sign` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70 msgid "" "When :guilabel:`Accept \\& Sign` is clicked, the various payment method " "options become available for them to choose from (if the *online payment* " "option applies to this quotation)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73 msgid "" "Then, when the quotation is paid and confirmed, a delivery order is " "automatically created (if the Odoo *Inventory* app is installed)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5 msgid "" "The use of optional products is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " "useful and related products to customers, which may result in an increased " "sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " "Presenting the choice to purchase optional products enhances the customer " "experience." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16 msgid "" "With the Odoo *Sales* application, it is possible to add or modify optional " "products directly on quotations by navigating to the :guilabel:`Optional " "Products` tab on a quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23 msgid "" "To add an optional product(s) to a quotation, click :guilabel:`Add a " "product` in the :guilabel:`Optional Products` tab of a quotation. Doing so " "reveals a blank field in the :guilabel:`Product` column." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62 msgid "Optional products on quotation templates" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88 msgid "" "It's best to offer optional products that would encourage a customer to add " "additional items to their order, or entice them to purchase a more expensive" " version of their initially selected product." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92 msgid "" "For example, if a customer purchases a wooden chair, some optional products " "could be: a warranty on that chair and/or a wooden chair with leather seats." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96 msgid "" "There is no limit to how many optional products can be added to a quotation " "template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Before getting into detail about how to use product variants on quotations " "and sales orders, it's recommended to learn about " ":doc:`../products_prices/products/variants` in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8 msgid "" "Once familiarized with the basics surrounding product variants, the " "following covers how product variants can be added to quotations and sales " "orders using the *product configurator* or *order grid entry*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13 msgid "" "It should be noted that the setting is titled, *Variant Grid Entry* on the " "*Sales* app settings page, and titled, *Order Grid Entry* on product forms. " "So, be sure to keep that in mind." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19 msgid "" "When working with product variants, Odoo uses the product configurator, by " "default. To add the variant grid entry option, that feature **must** be " "enabled in the Odoo *Sales* application. The variant grid entry option " "provides a pop-up window on the quotation/sales order to simplify the " "variant selection process." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24 msgid "" "To enable that setting, go to :menuselection:`Sales app --> Configuration " "--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, " "check the box next to the :guilabel:`Variant Grid Entry` option, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33 msgid "" "Of course, the :guilabel:`Variants` feature **must** also be activated, in " "order to use product variants on quotations and sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "Product configuration" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 msgid "" "Once the :guilabel:`Variant Grid Entry` setting is enabled, both options " "(*Product Configurator* and *Order Grid Entry*) become available on every " "product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 msgid "" "To configure a product form to use either a product configurator or variant " "grid entry, start by navigating to :menuselection:`Sales app --> Products " "--> Products` to view all the products in the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46 msgid "" "Then, select the desired product to configure, or click :guilabel:`New`, to " "create a new product from scratch. Once on the product form, click into the " ":guilabel:`Attributes \\& Variants` tab, where product variants can be " "viewed, modified, and added." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50 msgid "" "At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a " ":guilabel:`Sales Variant Selection` section with two options: " ":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55 msgid "" "It should be noted that these options **only** appear if at least two values" " of an attribute have been added to the record." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Sales variant selection options on the attributes and variants tab on " "product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" "These options determine which method is used when adding product variants to" " quotations or sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65 msgid "" "The :guilabel:`Product Configurator` provides a pop-up window that neatly " "displays all the available product variants for that particular product when" " it's added to a quotation. However, only one variant can be selected/added " "at a time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69 msgid "" "The :guilabel:`Order Grid Entry` provides the same information as the " ":guilabel:`Product Configurator` in a table layout, allowing the user to " "select larger numbers of unique product variants, and add them to a " "quotation/sales order, in a single view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "Product configurator" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76 msgid "" "The product configurator feature appears as a :guilabel:`Configure` pop-up " "window, as soon as a product with (at least two) variants is added to a " "quotation or sales order, but **only** if the :guilabel:`Product " "Configurator` option is selected on its product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The product configurator pop-up window that appears on a quotation or sales " "order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85 msgid "" "This :guilabel:`Configure` pop-up window also appears if the " ":guilabel:`Order Grid Entry` setting is **not** activated, as it is the " "default option Odoo uses when dealing with product variants on quotations " "and/or sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 msgid "" "The :guilabel:`Product Configurator` option lets salespeople choose exactly " "which product variant to add to the quotation or sales order using a format " "similar to online shopping." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 msgid "" "The order grid entry feature appears as a :guilabel:`Choose Product " "Variants` pop-up window, as soon as a product with (at least two) variants " "is added to a quotation or sales order, but **only** if the :guilabel:`Order" " Grid Entry` option is selected on its product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The choose product variants pop-up window that appears on a quotation in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 msgid "" "The :guilabel:`Choose Product Variants` pop-up window features all the " "variant options for that particular product. From this pop-up window, the " "salesperson can designate how many of each variant they'd like to add to the" " quotation/sales order at once." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107 msgid "" "When all the desired quantities and variants have been selected, the " "salesperson simply clicks :guilabel:`Confirm`, and those orders are " "instantly added to the quotation/sales order in the :guilabel:`Order Lines` " "tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Populated order lines tab after order grid entry has been chosen to select " "products." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116 msgid ":doc:`../products_prices/products/variants`" msgstr ":doc:`../products_prices/products/variants`" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Quotation templates" msgstr "قوالب عروض الأسعار " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5 msgid "" "In Odoo *Sales*, salespeople have the ability to create reusable quotation " "templates for common products or services that the business offers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:8 msgid "" "By using these templates, quotations can be tailored and sent to customers " "at a much faster pace, without having to create new quotations from scratch " "every time a sales negotiation occurs." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:16 msgid "" "Begin by activating the setting in :menuselection:`Sales app --> " "Configuration --> Settings`, and scroll to the :guilabel:`Quotations \\& " "Orders` heading." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19 msgid "" "In that section, check the box beside the :guilabel:`Quotation Templates` " "option. Doing so reveals a new :guilabel:`Default Template` field, in which " "a default quotation template can be chosen from a drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "How to enable quotation templates on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:27 msgid "" "Also, upon activating the :guilabel:`Quotation Template` feature, an " "internal :guilabel:`➡️ Quotation Templates` link appears beneath the " ":guilabel:`Default Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:30 msgid "" "Clicking that link reveals the :guilabel:`Quotation Templates` page, from " "which templates can be created, viewed, and edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33 msgid "" "Before leaving the :guilabel:`Settings` page, don't forget to click the " ":guilabel:`Save` button to save all changes made during the session." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37 msgid "Create quotation templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39 msgid "" "Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` " "page, or navigate to :menuselection:`Sales app --> Configuration --> " "Quotation Templates`. Both options reveal the :guilabel:`Quotation " "Templates` page, where quotation templates can be created, viewed, and " "edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates page in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47 msgid "" "To create a new quotation template, click the :guilabel:`New` button, " "located in the upper-left corner. Doing so reveals a blank quotation " "template form that can be customized in a number of ways." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Create a new quotation template on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54 msgid "" "Start by entering a name for the template in the :guilabel:`Quotation " "Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" "Then, in the :guilabel:`Quotation expires after` field, designate how many " "days the quotation template will remain valid for, or leave the field on the" " default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" "If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " "features are activated in the :guilabel:`Settings` (:menuselection:`Sales " "app --> Configuration --> Settings`), those options are available in the " ":guilabel:`Online confirmation` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 msgid "" "In the :guilabel:`Online confirmation` field, check the box beside " ":guilabel:`Signature` to request an online signature from the customer to " "confirm an order. Check the box beside :guilabel:`Payment` to request an " "online payment from the customer to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 msgid "" "Both options can be enabled simultaneously, in which case the customer must " "provide **both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " "and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from" " the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" " later. Selecting :guilabel:`Create and edit...` creates the email template," " and a :guilabel:`Create Confirmation Mail` pop-up window appears, in which " "the email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Create confirmation mail pop-up window from the quotation template form in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 msgid "" "In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" " amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " "designate how often this quotation template should occur." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" "The :guilabel:`Recurrence` field **only** applies to subscription plans. For" " more information, check out the documentation on " ":doc:`../../subscriptions/plans`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 msgid "Lines tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " ":guilabel:`Add a section` (and dragging/dropping section headers), and " "further explained with discretionary information (such as warranty details, " "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Populated lines tab on a quotation template form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " "drop-down menu. Products can also be found by clicking :guilabel:`Search " "More...` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " "When clicked, a blank field appears, in which the desired name of the " "section can be typed. When the name has been entered, click away to secure " "the section name." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " "clicked, a blank field appears, in which the desired note can be typed. When" " the note has been entered, click away to secure the note." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " "useful and related products to customers, which may result in an increased " "sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " "orders themselves, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" " tab, if applicable. The products added here ideally complement the original" " offering as added value for the prospective buyer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Populated optional products tab on a quotation template in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 msgid "Optional products are **not** required to create a quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 msgid "Terms \\& Conditions tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Terms and conditions tab in a quotation template form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":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 "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 msgid "Design quotation templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" "In the upper-left corner of the quotation template form, there's a " ":guilabel:`Design Template` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Design template button in the upper-left corner of quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 msgid "" "When clicked, Odoo reveals a preview of the quotation template, through the " "Odoo *Website* application, as it will appear on the front-end of the " "website to the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 msgid "" "This feature is **only** available if the *Website* application is " "installed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 msgid "" "Odoo uses numerous blue placeholder blocks to signify where certain elements" " appear, and what they contain (e.g. :guilabel:`Template Header`, " ":guilabel:`Product`)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 msgid "" "To edit the content, appearance, and overall design of the quotation " "template via the *Website* application, click the :guilabel:`Edit` button in" " the upper-right corner." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Design template edit button in the upper-right corner of quotation template " "design." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 msgid "" "When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " "variety of design elements and feature-rich building blocks. These building " "blocks can be dragged-and-dropped anywhere on the quotation template design." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Design quotation template building blocks sidebar in Odoo Website." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 msgid "" "After a block has been dropped in the desired position, it can be customized" " and configured to fit any unique need, look, or style." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " "sure to check out the :doc:`../../../websites/website` documentation to " "learn more." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " "returns to the quotation template form in the back-end of the *Sales* " "application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 msgid "Use quotation templates" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" "end of the website through Odoo's customer portal." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "الاشتراكات" #: ../../content/applications/sales/subscriptions.rst:7 msgid "" "Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new " "contracts `, :doc:`upsell customers " "`, keep the churn under " "control, and :doc:`generate reports " "` on the main :abbr:`KPIs (Key " "Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, " ":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc." msgstr "" #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:31 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions.rst:33 msgid "" "To create a new subscription, click on :guilabel:`New` from the " "*Subscription* or the :doc:`Sales ` app. You can " "either:" msgstr "" #: ../../content/applications/sales/subscriptions.rst:36 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" #: ../../content/applications/sales/subscriptions.rst:38 msgid "" "Fill out the quotation normally, making sure to select a recurrence and an " "end date if necessary and adding :doc:`recurrent products " "`." msgstr "" #: ../../content/applications/sales/subscriptions.rst:42 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" #: ../../content/applications/sales/subscriptions.rst:48 msgid "Confirmation" msgstr "تأكيد" #: ../../content/applications/sales/subscriptions.rst:50 msgid "" "Send the quotation to the customer for confirmation by clicking on " ":guilabel:`Send by email`, or confirm it immediately by clicking on " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/subscriptions.rst:54 msgid "" "Click on :guilabel:`Customer Preview` to preview the customer portal where " "the customer can view their quotation, sign and pay it, and communicate with" " you." msgstr "" #: ../../content/applications/sales/subscriptions.rst:60 msgid "Automatic payments" msgstr "" #: ../../content/applications/sales/subscriptions.rst:62 msgid "" "You can require the customer to set an automatic payment method and pre-pay " "the subscription's first occurrence before they can confirm their quotation." " To do so, go to the :guilabel:`Other Info` tab of the quotation and check " "the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field." msgstr "" #: ../../content/applications/sales/subscriptions.rst:67 msgid "" "If you leave :guilabel:`Payment` unchecked, the customer doesn't have to " "pre-pay to start the subscription. This means that the payment is not " "automatic and that the customer must pay each invoice manually." msgstr "" #: ../../content/applications/sales/subscriptions.rst:72 msgid "" "If the online confirmation requires a pre-payment, your customer can select " "only the :ref:`payment providers ` " "that have the :ref:`tokenization feature `. " "This ensures that the customer is automatically charged at each new period." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automatic alerts" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5 msgid "" "Now that your subscriptions are up and running, you want to stay up-to-date " "with your customers. Some automation would be appreciated since you would " "not want to go through the list of all your subscribers to check how things " "are going. This is what the *Automatic Alerts* feature is for." msgstr "" #: ../../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 "" #: ../../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:`المنتجات` " #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91 msgid ":doc:`../../essentials/in_app_purchase`" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close a subscription" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:7 msgid "" "However, by default, the eCommerce product page only displays the shortest " "recurrence period listed in the :guilabel:`Time-based pricing` tab of the " "product form. For example, if a subscription product has *monthly* and " "*yearly* recurrence periods configured, then only the monthly price appears " "on the eCommerce page for that product by default." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:12 msgid "" "To add more recurrence periods to the eCommerce product page, create a " "*product variant* for each recurrence period." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:16 msgid "" ":doc:`Configure subscription products " "`" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" ":doc:`Product variants " "`" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "Create recurrence periods as product variants" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:22 msgid "" "To set up each recurrence period as a product variant, go to " ":menuselection:`Subscriptions --> Subscriptions --> Products` and select a " "product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add " "a line`." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:26 msgid "" "Create an :guilabel:`Attribute` called `Billing Period` (or something " "similar) by typing in the name and clicking :guilabel:`Create`. This " "attribute name appears as the option heading on the product page of the " "eCommerce shop." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:30 msgid "" "Next, create :guilabel:`Values` that correspond to the recurrence periods " "that are configured in the :guilabel:`Time-based pricing` tab of the product" " form. Type in the name of the recurrence period, then click " ":guilabel:`Create`. These value names appear as selectable options on the " "product page of the eCommerce shop." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n" "the product form." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:40 msgid "" "Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save " "manually. After saving, a :guilabel:`Product Variants` column appears on the" " :guilabel:`Time-based pricing` tab. Assign the product variants to their " "corresponding recurrence periods and prices." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "Product variants on the \"Time-based pricing\" tab of the product form." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:48 msgid "" "The product variants are now available for selection on the eCommerce " "product page." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants on the eCommerce product " "page." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst:15 msgid "" "Since the Odoo *Subscriptions* app is integrated closely with the *Sales* " "app, subscription plans use the same form as quotation templates." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid "" ":guilabel:`Name`: Enter a name for the subscription plan at the top of the " "page." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:25 msgid "" ":guilabel:`Quotation expires after`: Enter the number of days after which " "the quotation expires, starting from the day the quotation is sent to the " "customer. Leave this field at zero for the quotation to never expire." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst: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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst:46 msgid "" "Selecting a :guilabel:`Recurrence` turns the quotation template into a " "subscription plan and enables the following additional options:" msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:49 msgid "" ":guilabel:`Duration`: Choose whether the subscription plan has no end date " "(:guilabel:`Forever`) or a :guilabel:`Fixed` duration." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:52 msgid "" "If the duration is :guilabel:`Forever`, then the subscription plan will " "continually renew until either the customer or the company manually ends the" " subscription." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:54 msgid "" "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` " "date, which determines the amount of time after which the subscription will " "automatically end." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:57 msgid "" ":guilabel:`Self Closable`: Check this box to enable the customer to " "terminate their subscription from the :doc:`customer portal " "`." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:60 msgid "" ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*" " subscriptions *past* the due date are automatically closed." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:62 msgid "" ":guilabel:`Invoicing Journal`: Select the accounting journal in which " "invoices for this subscription plan are recorded. Leave this field blank to " "use the sales journal with the lowest sequence." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:70 msgid "" "In the :guilabel:`Lines` tab, create the order lines for the quotation. " "Click :guilabel:`Add a product`, select a product to include in the plan, " "and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add" " as many products as desired to the order lines." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:74 msgid "" "In the :guilabel:`Optional Products` tab, enter any optional products that " "the customer can add to their quotation before confirming the order." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:77 msgid "" "If the subscription plan has unique :doc:`terms and conditions " "`, add " "them in the :guilabel:`Terms & Conditions` tab. If terms conditions are " "specified on a plan, these will be used instead of the default terms and " "conditions set up in the *Sales* app settings." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:89 msgid "" "Quotations for subscription products can be created in both the " "*Subscriptions* app and the *Sales* app." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:92 msgid "" "From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to " "create a new quotation. Then, select a subscription plan in the " ":guilabel:`Subscription Plan` field." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:95 msgid "" "The :guilabel:`Recurrence`, products, and other information from the plan " "are automatically filled in. The quotation can then be modified further as " "needed." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:98 msgid "" "From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new " "quotation. Then, select a subscription plan in the :guilabel:`Quotation " "Template` field." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:101 msgid "" "All subscription orders will appear on the :guilabel:`Subscriptions` " "dashboard regardless of whether they were created in the *Subscriptions* app" " or the *Sales* app." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:75 msgid "Time-based pricing" msgstr "الأسعار المبنية على الوقت " #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:84 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:91 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:123 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:129 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:147 msgid ":doc:`ecommerce`" msgstr "" #: ../../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 "التقارير" #: ../../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 ""