# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Wil Odoo, 2024 # Tony Ng, 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-06-21 15:46+0000\n" "PO-Revision-Date: 2024-04-04 12:31+0000\n" "Last-Translator: Tony Ng, 2025\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: zh_TW\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/essentials.rst:3 msgid "Odoo essentials" msgstr "" #: ../../content/applications/essentials/activities.rst:3 msgid "Activities" msgstr "活動" #: ../../content/applications/essentials/activities.rst:5 msgid "" "*Activities* are follow-up tasks tied to a record in an Odoo database. " "Activities can be scheduled on any page of the database that contains a " "chatter thread, kanban view, list view, or activities view of an " "application." msgstr "" "*活動*是與 Odoo 資料庫中的記錄相關聯的後續任務。可以在資料庫中包含聊天對話串、看板視圖、列表視圖,或應用程式活動視圖的任何頁面上安排活動。" #: ../../content/applications/essentials/activities.rst:10 msgid "Schedule activities" msgstr "排期活動" #: ../../content/applications/essentials/activities.rst:12 msgid "" "One way that activities are created is by clicking the :guilabel:`Schedule " "Activity` button, located at the top of the *chatter* on any record. On the " "pop-up window that appears, select an :guilabel:`Activity Type` from the " "drop-down menu." msgstr "" "建立活動的方法之一,是按任何記錄的*聊天視窗*頂部的 :guilabel:`安排活動`按鈕。在彈出的窗口中,從下拉選單中選擇 " ":guilabel:`活動類型`。" #: ../../content/applications/essentials/activities.rst:17 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " "*CRM* application, go to :menuselection:`CRM app --> Configuration --> " "Activity Types`." msgstr "" "每個應用程式都有一個專用於該應用程序的*活動類型*列表。例如,要查看和編輯 *客戶關係* 應用程式可用的活動,可往 " ":menuselection:`客戶關係程式 --> 配置 --> 活動類型`。" #: ../../content/applications/essentials/activities.rst:21 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "在彈出窗口 :guilabel:`排期活動` 中的 :guilabel:`摘要` 欄位中,輸入活動標題。" #: ../../content/applications/essentials/activities.rst:24 msgid "" "To assign the activity to a different user, select a name from the " ":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " "activity is automatically assigned." msgstr "要將活動分配給不同的用戶,請從 :guilabel:`已分配至` 下拉選單中選擇一個名稱。否則,會自動分配給建立活動的用戶。" #: ../../content/applications/essentials/activities.rst:27 msgid "" "Lastly, feel free to add any additional information in the optional " ":guilabel:`Log a note...` field." msgstr "最後,請在可選的 :guilabel:`記錄備註⋯`欄位中,加入任何額外資料。" #: ../../content/applications/essentials/activities.rst:30 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " ":guilabel:`Activity Type`. However, this date can be changed by selecting a " "day on the calendar in the :guilabel:`Due Date` field." msgstr "" "在彈出的 :guilabel:`排期活動` 窗口中,:guilabel:`截止日期` 欄位會根據所選取的 :guilabel:`活動類型` " "的配置設定,自動填充。但是,可透過在 :guilabel:`截止日期` 欄位中,用日曆選擇某一天來更改此日期。" #: ../../content/applications/essentials/activities.rst:34 msgid "Lastly, click one of the following buttons:" msgstr "最後,按一下以下其中一個按鈕:" #: ../../content/applications/essentials/activities.rst:36 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr ":guilabel:`排期`:將活動加入 :guilabel:`已規劃活動` 下的聊天視窗中。" #: ../../content/applications/essentials/activities.rst:37 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr "" ":guilabel:`標記為完成`:將活動的詳細資料加入至聊天視窗的 :guilabel:`今天` 部份。活動不會安排至預定日期,而是自動標記為已完成。" #: ../../content/applications/essentials/activities.rst:39 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr ":guilabel:`完成並安排下一活動`:將任務新增至 :guilabel:`今天` 之下及標記為已完成,並開啟一個新的活動視窗。" #: ../../content/applications/essentials/activities.rst:41 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr ":guilabel:`捨棄`:捨棄在彈出視窗內所做的任何變更。" #: ../../content/applications/essentials/activities.rst-1 #: ../../content/applications/essentials/activities.rst-1 msgid "View of CRM leads and the option to schedule an activity." msgstr "檢視客戶關係潛在客戶,並為活動排期的選項。" #: ../../content/applications/essentials/activities.rst:47 msgid "" "Depending on the activity type, the :guilabel:`Schedule` button may be " "replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " "button." msgstr "根據活動類型,:guilabel:`排期`按鈕可能會被:guilabel:`儲存`或:guilabel:`開啟日曆`按鈕取代。" #: ../../content/applications/essentials/activities.rst:50 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`." msgstr "已規劃的活動將會加入聊天視窗中,放在 :guilabel:`已規劃活動`之下。" #: ../../content/applications/essentials/activities.rst:55 msgid "" "Activities can also be scheduled from the kanban, list, or activities view " "of an application." msgstr "也可以從應用程式的看板、清單或活動視圖,去安排活動。" #: ../../content/applications/essentials/activities.rst:59 msgid "Kanban view" msgstr "看板檢視畫面" #: ../../content/applications/essentials/activities.rst:61 msgid "" "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " "(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " "out the pop-up form." msgstr "選擇要安排活動的記錄。按一下 :guilabel:`🕘(時鐘)` 圖示,然後按 :guilabel:`安排活動`,然後填寫彈出的表格。" #: ../../content/applications/essentials/activities.rst:0 msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "客戶關係管道的看板視圖,以及安排活動的選項。" #: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "列表顯示" #: ../../content/applications/essentials/activities.rst:69 msgid "" "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " "(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " "has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " "(phone)` or an :guilabel:`✉️ (envelope)` icon." msgstr "" "選擇要安排活動的記錄。按一下 :guilabel:`🕘(時鐘)` 圖示,然後按 :guilabel:`安排活動`。如果記錄已安排活動,時鐘可能會顯示為 " ":guilabel:`📞(電話)` 或:guilabel:`✉️(信封)` 圖示。" #: ../../content/applications/essentials/activities.rst:0 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "客戶關係管道的列表視圖,以及安排活動的選項。" #: ../../content/applications/essentials/activities.rst:76 msgid "Activity view" msgstr "活動檢視畫面" #: ../../content/applications/essentials/activities.rst:78 msgid "" "To open the activity view for an application, select the :guilabel:`🕘 " "(clock)` icon from the menu bar anywhere in the database. Select any " "application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " "icon for the desired app." msgstr "" "要開啟應用程式的活動視圖,請從資料庫任何位置的選單列中,選擇 " ":guilabel:`🕘(時鐘)`圖示。從下拉選單選擇任何應用程式,然後按一下所需應用程式的 :guilabel:`🕘(時鐘)` 圖示。" #: ../../content/applications/essentials/activities.rst:0 msgid "" "Activity menu drop down with focus on where to open activity view for CRM." msgstr "活動下拉選單,焦點在於在何處開啟客戶關係的活動視圖。" #: ../../content/applications/essentials/activities.rst:85 msgid "" "Select a record on which to schedule an activity. Move across the row to " "find the desired activity type, then click the :guilabel:`+ (plus sign)`." msgstr "選擇要安排活動的記錄。在行中尋找所需的活動類型,然後按一下 :guilabel:`+(加號)`。" #: ../../content/applications/essentials/activities.rst:0 msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "客戶關係管道的活動視圖,以及安排活動的選項。" #: ../../content/applications/essentials/activities.rst:92 msgid "" "Activity colors, and their relation to an activity's due date, is consistent" " throughout Odoo, regardless of the activity type, or the view." msgstr "活動顏色及它與活動到期日的關係,在整個 Odoo 平台內都是一致,與活動類型或視圖無關。" #: ../../content/applications/essentials/activities.rst:95 msgid "" "Activities that appear in **green** indicate a due date sometime in the " "future." msgstr "顯示為**綠色**的活動,表示截止日期在今日之後。" #: ../../content/applications/essentials/activities.rst:96 msgid "**Yellow** indicates that the activity's due date is today." msgstr "**黃色**表示活動的截止日期是今天。" #: ../../content/applications/essentials/activities.rst:97 msgid "" "**Red** indicates that the activity is overdue and the due date has passed." msgstr "**紅色**表示活動已逾期,截止日期已過。" #: ../../content/applications/essentials/activities.rst:99 msgid "" "For example, if an activity is created for a phone call, and the due date " "passes, the activity appears with a red phone in list view, and a red clock " "on the kanban view." msgstr "例如,如果建立了一個通話活動,而截止日期已過,則該活動在列表視圖中會顯示為紅色的電話,在看板視圖中顯示為紅色的時鐘。" #: ../../content/applications/essentials/activities.rst:103 msgid "View scheduled activities" msgstr "檢視已排期活動" #: ../../content/applications/essentials/activities.rst:105 msgid "" "To view scheduled activities, open either the :menuselection:`Sales app` or " ":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " "to the far-right side of the other view options." msgstr "" "要查看已規劃活動,請開啟 :menuselection:`銷售應用程式` 或 " ":menuselection:`客戶關係應用程式`,然後按一下其他視圖選項最右側的 :guilabel:`🕘(時鐘)` 圖示。" #: ../../content/applications/essentials/activities.rst:108 msgid "" "Doing so opens the activities menu, showcasing all the scheduled activities " "for the user, by default. To show all activities for every user, remove the " ":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." msgstr "" "這樣做會開啟活動選單,預設情況下會顯示用戶的所有已規劃活動。要顯示每個用戶的所有活動,請在 :guilabel:`搜尋⋯` 列移除 " ":guilabel:`我的管道` 篩選器。" #: ../../content/applications/essentials/activities.rst:112 msgid "" "To view a consolidated list of activities separated by the application where" " they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" " the header menu to see the activities for that specific application in a " "drop-down menu." msgstr "" "若要按照建立應用程式及截止日期查看活動綜合列表,請按一下頁首選單的 :guilabel:`🕘(時鐘)` 圖示,在下拉選單中查看該應用程式的活動。" #: ../../content/applications/essentials/activities.rst:116 msgid "" "The possibility to :guilabel:`Add new note` and :guilabel:`Request a " "Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" " (clock)` icon on the header menu is clicked." msgstr "" "按一下頁首選單上的 :guilabel:` 🕘(時鐘)` 圖示後,下拉式選單底部將顯示 :guilabel:`新增備註`及 " ":guilabel:`索取文件`選項。" #: ../../content/applications/essentials/activities.rst-1 msgid "View of CRM leads page emphasizing the activities menu." msgstr "強調活動選單的客戶關係潛在客戶頁面視圖。" #: ../../content/applications/essentials/activities.rst:123 msgid "Configure activity types" msgstr "配置活動類型" #: ../../content/applications/essentials/activities.rst:125 msgid "" "To configure the types of activities in the database, go to " ":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." msgstr "要配置資料庫中的活動類型,請前往 :menuselection:`設定應用程式 --> 聊天 --> 活動 --> 活動類型`。" #: ../../content/applications/essentials/activities.rst-1 msgid "View of the settings page emphasizing the menu activity types." msgstr "強調選單活動類型的設定頁面視圖。" #: ../../content/applications/essentials/activities.rst:131 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "之後會顯示 :guilabel:`活動類型` 頁面,可找到現有的活動類型。" #: ../../content/applications/essentials/activities.rst:133 msgid "" "To edit an existing activity type, select it from the list, then click " ":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." msgstr "" "要編輯現有活動類型,請從列表中選取該類型,然後按一下 :guilabel:`編輯`。要建立新的活動類型,請按 :guilabel:`建立`。" #: ../../content/applications/essentials/activities.rst:136 msgid "" "At the top of a blank activity type form, start by choosing a " ":guilabel:`Name` for the new activity type." msgstr "在空白的活動類型表單的頂部,首先為新活動類型選擇一個 :guilabel:`名稱`。" #: ../../content/applications/essentials/activities.rst-1 msgid "New activity type form." msgstr "新活動類型表單。" #: ../../content/applications/essentials/activities.rst:143 msgid "Activity settings" msgstr "活動設定" #: ../../content/applications/essentials/activities.rst:146 msgid "Action" msgstr "動作" #: ../../content/applications/essentials/activities.rst:148 msgid "" "The *Action* field specifies the intent of the activity. Some actions " "trigger specific behaviors after an activity is scheduled." msgstr "*動作* 欄位指定了活動的意圖。有些操作會在活動獲規劃之後,觸發特定行為。" #: ../../content/applications/essentials/activities.rst:151 msgid "" "If :guilabel:`Upload Document` is selected, a link to upload a document is " "added directly to the planned activity in the chatter." msgstr "如果選擇:guilabel:`上載文件`,會在聊天視窗中的已規劃活動中,直接加入上載文件的連結。" #: ../../content/applications/essentials/activities.rst:153 msgid "" "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " "have the option to open their calendar to schedule a time for this activity." msgstr "如果選擇了 :guilabel:`電話通話` 或 :guilabel:`會議`,使用者便可選擇開啟日曆,為該活動安排時間。" #: ../../content/applications/essentials/activities.rst:155 msgid "" "If :guilabel:`Request Signature` is selected, a link is added to the planned" " activity in the chatter that opens a signature request pop-up window." msgstr "如果選擇 :guilabel:`請求簽名`,會在聊天視窗中的已規劃活動加入連結,該連結會彈出簽名請求視窗。" #: ../../content/applications/essentials/activities.rst:159 msgid "" "The actions available to select on an activity type vary, depending on the " "applications currently installed in the database." msgstr "不同活動類型可供選擇的操作會有不同,具體取決於資料庫中已安裝的應用程式。" #: ../../content/applications/essentials/activities.rst:163 msgid "Default user" msgstr "預設使用者" #: ../../content/applications/essentials/activities.rst:165 msgid "" "To automatically assign this activity to a specific user when this activity " "type is scheduled, choose a name from the :guilabel:`Default User` drop-down" " menu. If this field is left blank, the activity is assigned to the user who" " creates the activity." msgstr "" "要在規劃此活動類型時將活動自動分配給特定用戶,請從 :guilabel:`預設使用者` " "下拉選單選擇一個名稱。如果留空欄位,活動將分配給建立活動的使用者。" #: ../../content/applications/essentials/activities.rst:170 msgid "Default summary" msgstr "預設摘要" #: ../../content/applications/essentials/activities.rst:172 msgid "" "To include notes whenever this activity type is created, enter them into the" " :guilabel:`Default Summary` field." msgstr "要在建立此活動類型時包括備註,請在 :guilabel:`預設摘要` 欄位中輸入備註。" #: ../../content/applications/essentials/activities.rst:176 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" "建立活動時,會包括 :guilabel:`預設使用者` 及 :guilabel:`預設摘要` 欄位中的資料。不過,可在規劃或儲存活動之前修改。" #: ../../content/applications/essentials/activities.rst:181 msgid "Next activity" msgstr "下一活動" #: ../../content/applications/essentials/activities.rst:183 msgid "" "To automatically suggest, or trigger, a new activity after an activity has " "been marked complete, the :guilabel:`Chaining Type` must be set." msgstr "要在活動標記為完成後自動建議或觸發新活動,必須設定 :guilabel:`連鎖類型`。" #: ../../content/applications/essentials/activities.rst:187 msgid "Suggest next activity" msgstr "建議下一活動" #: ../../content/applications/essentials/activities.rst:189 msgid "" "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " "Activity`. Upon doing so, the field underneath changes to: " ":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " "select any activities to recommend as follow-up tasks to this activity type." msgstr "" "在 :guilabel:`連結類型` 欄位,選擇 :guilabel:`建議下一活動`。執行此操作後,下方的欄位將會變成 " ":guilabel:`建議`。按一下 :guilabel:`建議`欄位下拉式選單,選擇想建議作為此活動類型後續任務的任何活動。" #: ../../content/applications/essentials/activities.rst:193 #: ../../content/applications/essentials/activities.rst:220 msgid "" "In the :guilabel:`Schedule` field, choose a default deadline for these " "activities. To do so, configure a desired number of :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " ":guilabel:`after completion date` or :guilabel:`after previous activity " "deadline`." msgstr "" "在 :guilabel:`排期` 欄位,為這些活動選擇預設期限。配置所需的 :guilabel:`天` 數、 :guilabel:`週` 數,或幾多個 " ":guilabel:`月`。然後,決定它應該發生在 :guilabel:`完成日期之後`,還是在 :guilabel:`上一活動期限之後`。" #: ../../content/applications/essentials/activities.rst:198 #: ../../content/applications/essentials/activities.rst:225 msgid "" "This :guilabel:`Schedule` field information can be altered before the " "activity is scheduled." msgstr "安排活動前,可更改此 :guilabel:`排期` 欄位的資訊。" #: ../../content/applications/essentials/activities.rst:200 #: ../../content/applications/essentials/activities.rst:227 msgid "When all configurations are complete, click :guilabel:`Save`." msgstr "完成所有配置後,按一下 :guilabel:`儲存`。" #: ../../content/applications/essentials/activities.rst-1 msgid "Schedule activity popup with emphasis on recommended activities." msgstr "活動安排彈出視窗,重點在建議的活動。" #: ../../content/applications/essentials/activities.rst:206 msgid "" "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " "Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " "users are presented with recommendations for activities as next steps." msgstr "" "如果活動的 :guilabel:`連鎖類型` 設為 :guilabel:`建議下一活動`,並有在 :guilabel:`建議` " "欄位中列出活動,便會向使用者顯示後續步驟的活動建議。" #: ../../content/applications/essentials/activities.rst:211 msgid "Trigger next activity" msgstr "觸發下一活動" #: ../../content/applications/essentials/activities.rst:213 msgid "" "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " "immediately launches the next activity once the previous one is completed." msgstr "將 :guilabel:`連鎖類型` 設為 :guilabel:`觸發下一活動`,在活動完成時,會立即啟動下一個活動。" #: ../../content/applications/essentials/activities.rst:216 msgid "" "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " "Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " ":guilabel:`Trigger` field drop-down menu, select the activity that should be" " launched once this activity is completed." msgstr "" "如果在 :guilabel:`連鎖類型` 欄位中選擇 :guilabel:`觸發下一活動`,下方的欄位會變成 :guilabel:`觸發器`。從 " ":guilabel:`觸發器` 欄位下拉式選單中,選擇該活動完成後要啟動的活動。" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Schedule new activity popup with emphasis on Done and launch next button." msgstr "安排新活動彈出視窗,重點在「完成並啟始下一步」按鈕。" #: ../../content/applications/essentials/activities.rst:233 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 "" "當活動的 :guilabel:`連鎖類型` 設為 :guilabel:`觸發下一活動` 時,將該活動標記為 `完成` 會立即啟動 " ":guilabel:`觸發器` 欄位列出的下一個活動。" #: ../../content/applications/essentials/activities.rst:238 msgid ":doc:`/applications/productivity/discuss`" msgstr "" #: ../../content/applications/essentials/activities.rst:239 msgid ":doc:`/applications/productivity/discuss/team_communication`" msgstr "" #: ../../content/applications/essentials/contacts.rst:3 msgid "Contacts" msgstr "聯絡人" #: ../../content/applications/essentials/contacts.rst:5 msgid "" "The *Contacts* application comes installed on all Odoo databases. Contacts " "are created for customers the company does business with through Odoo. A " "contact is a repository of vital business information, facilitating " "communication and business transactions." msgstr "" #: ../../content/applications/essentials/contacts.rst:10 msgid "Contact form" msgstr "聯絡人表單" #: ../../content/applications/essentials/contacts.rst:12 msgid "" "To create a new contact, navigate to the :menuselection:`Contacts app`, and " "click :guilabel:`Create`. A new form appears where various contact " "information can be added." msgstr "" "要建立新的聯絡人,請前往 :menuselection:`聯絡人應用程式`,然後按一下 " ":guilabel:`建立`。系統會顯示一張新的表單,讓你可加入各種聯絡資訊。" #: ../../content/applications/essentials/contacts.rst:16 msgid "Contact type" msgstr "聯絡人類型" #: ../../content/applications/essentials/contacts.rst:18 msgid "" "Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " "contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " "depending on the type of contact that is being added." msgstr "" "Odoo 可處理 :guilabel:`個人` 及 :guilabel:`公司` 聯絡人。視乎你要新增的聯絡人類型,選擇 :guilabel:`個人` " "或 :guilabel:`公司`。" #: ../../content/applications/essentials/contacts.rst:22 msgid "Name" msgstr "名稱" #: ../../content/applications/essentials/contacts.rst:24 msgid "" "First, fill in the name of the :guilabel:`Individual` or " ":guilabel:`Company`. This is how the name appears throughout the database. " "This field is **mandatory**." msgstr "" "首先,填寫 :guilabel:`個人` 或 :guilabel:`公司` 的名稱。此名稱會在整個資料庫中用作顯示該聯絡人。此欄位是 **必填** " "欄位。" #: ../../content/applications/essentials/contacts.rst:28 msgid "" ":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " "linked to it. After selecting :guilabel:`Individual`, a new " ":guilabel:`Company Name...` field appears below the first name field." msgstr "" ":guilabel:`個人` 聯絡人可以有一個與之連結的 :guilabel:`公司` 聯絡人。選擇 :guilabel:`個人` " "後,名字欄位下方會顯示 :guilabel:`公司名稱⋯` 欄位。" #: ../../content/applications/essentials/contacts.rst:33 msgid "Address" msgstr "地址" #: ../../content/applications/essentials/contacts.rst:35 msgid "" "Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " ":guilabel:`Individual`." msgstr "之後,輸入 :guilabel:`公司` 或 :guilabel:`個人` 的 :guilabel:`地址`。" #: ../../content/applications/essentials/contacts.rst:38 msgid "" "If the :guilabel:`Individual` option is chosen, then the *type of address* " "can be chosen from a drop-down menu. Options for this drop-down menu " "include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " ":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " ":guilabel:`Private Address`." msgstr "" "若選擇 :guilabel:`個人` 選項,可從下拉式選單中選擇 **地址類型** 。下拉式選單的選項包括: :guilabel:`聯絡` 、 " ":guilabel:`發票地址` 、 :guilabel:`送貨地址` 、 :guilabel:`其他地址` 及 :guilabel:`私人地址`。" #: ../../content/applications/essentials/contacts.rst:44 msgid "Additional fields" msgstr "額外欄位" #: ../../content/applications/essentials/contacts.rst:46 msgid "" "Additional details are included on the initial form. The following fields " "are available:" msgstr "初始輸入表單中,也有其他詳細資訊。可用的欄位包括:" #: ../../content/applications/essentials/contacts.rst:48 msgid ":guilabel:`VAT`: Value Added Tax number." msgstr ":guilabel:`增值稅`:增值稅號碼、報稅或稅務編號。" #: ../../content/applications/essentials/contacts.rst:49 msgid "" ":guilabel:`Citizen Identification`: citizen or government identification " "number (only available on :guilabel:`Individual`)." msgstr ":guilabel:`公民身份證明`:公民或政府身份證明文件號碼(只適用於 :guilabel:`個人`)。" #: ../../content/applications/essentials/contacts.rst:51 msgid "" ":guilabel:`Job Position`: list the job position of the " ":guilabel:`Individual` (only available on :guilabel:`Individual`)." msgstr ":guilabel:`職位`:該 :guilabel:`個人` 的職位名稱(只適用於 :guilabel:`個人`)。" #: ../../content/applications/essentials/contacts.rst:53 msgid "" ":guilabel:`Phone`: list phone number (with country code). Make a call, send " "an SMS, or WhatsApp message by hovering over the field on the saved form, " "and clicking the desired option." msgstr "" ":guilabel:`電話`:電話號碼連國家代碼/區號。表單資料儲存後,可將滑鼠停放在此欄位上,然後按一下相應的選項,即可撥打通話、發送 SMS 短訊或" " WhatsApp 訊息。" #: ../../content/applications/essentials/contacts.rst:55 msgid "" ":guilabel:`Mobile`: list mobile phone number (with country code). Make a " "call, send an SMS, or WhatsApp message by hovering over the field on the " "saved form, and clicking on the desired option." msgstr "" ":guilabel:`手機`:流動電話號碼連國家代碼/區號。表單資料儲存後,可將滑鼠停放在此欄位上,然後按一下相應的選項,即可撥打通話、發送 SMS " "短訊或 WhatsApp 訊息。" #: ../../content/applications/essentials/contacts.rst:57 msgid ":guilabel:`Email`: enter the email address with the domain." msgstr ":guilabel:`電郵`:輸入有網域名稱的完整電郵地址。" #: ../../content/applications/essentials/contacts.rst:58 msgid "" ":guilabel:`Website`: enter the full website address, starting with `http` or" " `https`." msgstr ":guilabel:`網站`:輸入完整網站位址,網址須以 `http` 或 `https` 起首。" #: ../../content/applications/essentials/contacts.rst:59 msgid "" ":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " ":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" " one directly from this field." msgstr "" ":guilabel:`尊稱`:選擇 " ":guilabel:`博士/醫生`、:guilabel:`女士`、:guilabel:`小姐`、:guilabel:`先生`、:guilabel:`教授`,或直接在此欄位建立一個新的尊稱。" #: ../../content/applications/essentials/contacts.rst:61 msgid "" ":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " "clicking the drop-down menu, and selecting one. To create a new one, type " "the new tag in the field, and click :guilabel:`Create` from the resulting " "drop-down menu." msgstr "" ":guilabel:`標籤`:可在欄位中輸入名稱,或從下拉式選單中直接選擇,以選取預先配置的標籤。若要建立新標籤,可在欄位中輸入新標籤的名稱,然後在顯示的下拉式選單中,按一下" " :guilabel:`建立`。" #: ../../content/applications/essentials/contacts.rst:66 msgid "Contacts & Addresses tab" msgstr "聯絡人及地址分頁" #: ../../content/applications/essentials/contacts.rst:68 msgid "" "At the bottom of the contact form are several tabs. On the " ":guilabel:`Contacts & Addresses` tab, contacts can be added that are " "associated with a :guilabel:`Company` and related addresses. For example, a " "specific contact person for the company can be listed here." msgstr "" "聯絡人表單的底部,有幾個分頁。在 :guilabel:`聯絡人及地址` 分頁上,可加入與 :guilabel:`公司` " "及相關地址有關聯的聯絡人。例如,可在此處為該公司設定指定聯絡人。" #: ../../content/applications/essentials/contacts.rst:72 msgid "" "Multiple addresses can be added on both :guilabel:`Individual` and " ":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " ":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " "Contact` pop-up form, in which additional addresses can be configured." msgstr "" "不論 :guilabel:`個人` 或 :guilabel:`公司` 聯絡人,都可加入多個不同地址。要執行此操作,在 " ":guilabel:`聯絡人及地址` 分頁中按一下 :guilabel:`新增`。系統會顯示一張 :guilabel:`建立聯絡人` " "彈出表單,你可在該處設定其他地址。" #: ../../content/applications/essentials/contacts.rst-1 msgid "Add a contact/address to the contact form." msgstr "在聯絡人表單中新增聯絡人/地址。" #: ../../content/applications/essentials/contacts.rst:80 msgid "" "On the :guilabel:`Create Contact` pop-up form, start by clicking the default" " :guilabel:`Other Address` field at the top to reveal a drop-down menu of " "address-related options." msgstr "" "在 :guilabel:`建立聯絡人` 彈出表單上,首先按一下頂部的預設 :guilabel:`其他地址` " "欄位,系統會顯示下拉式功能表,提供與地址相關的選項。" #: ../../content/applications/essentials/contacts.rst:83 msgid "Select any of the following options:" msgstr "請選擇以下其中一個選項:" #: ../../content/applications/essentials/contacts.rst:85 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr ":guilabel:`聯絡人`:將另一名聯絡人加入目前的聯絡人表單中。" #: ../../content/applications/essentials/contacts.rst:86 msgid "" ":guilabel:`Invoice Address`: adds a specific invoice address to the existing" " contact form." msgstr ":guilabel:`發票地址`:將指定發票地址加入目前的聯絡人表單中。" #: ../../content/applications/essentials/contacts.rst:87 msgid "" ":guilabel:`Delivery Address`: adds a specific delivery address to the " "existing contact form." msgstr ":guilabel:`送貨地址`:將指定送貨地址加入目前的聯絡人表單中。" #: ../../content/applications/essentials/contacts.rst:88 msgid "" ":guilabel:`Other Address`: adds an alternate address to the existing contact" " form." msgstr ":guilabel:`其他地址`:在目前的聯絡人表單中,加入一個備用地址。" #: ../../content/applications/essentials/contacts.rst:89 msgid "" ":guilabel:`Private Address`: adds a private address to the existing contact " "form." msgstr ":guilabel:`私人地址`:在目前的聯絡人表單中,加入一個私人地址。" #: ../../content/applications/essentials/contacts.rst-1 msgid "Create a new contact/address on a contact form." msgstr "在聯絡人表單中,建立新的聯絡人/地址。" #: ../../content/applications/essentials/contacts.rst:95 msgid "" "Once an option is selected, enter the corresponding contact information that" " should be used for the specified address type." msgstr "選取了選項後,請按照指定的地址類型,輸入相應的聯絡資訊。" #: ../../content/applications/essentials/contacts.rst:98 msgid "" "Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " "along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." msgstr "" "在下方,加入 :guilabel:`聯絡人姓名` 、 :guilabel:`地址` 、 :guilabel:`電郵` 以及 :guilabel:`電話`" " 及/或 :guilabel:`手機` 號碼。" #: ../../content/applications/essentials/contacts.rst:101 msgid "" "Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " "address type has been selected. This is similar to the " ":guilabel:`Individual` contact." msgstr "" "設定 :guilabel:`工作職位`。若選擇了 :guilabel:`聯絡` 地址類型,此職位資料便會顯示,做法類似 :guilabel:`個人` " "聯絡人。" #: ../../content/applications/essentials/contacts.rst:104 msgid "" "To add a note, click on the text field next to :guilabel:`Notes`, and write " "anything that is applicable to the customer or contact." msgstr "若要加入備註,請按一下 :guilabel:`備註` 旁邊的文字欄位,然後輸入適用於客戶或聯絡人的任何附註。" #: ../../content/applications/essentials/contacts.rst:107 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 "" "之後,按一下 :guilabel:`儲存並關閉` 以儲存地址,並關閉 :guilabel:`建立聯絡人` 視窗。或者,按一下 " ":guilabel:`儲存並新增` 儲存地址,並立即開始輸入另一項地址記錄。" #: ../../content/applications/essentials/contacts.rst:111 msgid "Sales & Purchase tab" msgstr "銷售及採購分頁" #: ../../content/applications/essentials/contacts.rst:113 msgid "" "Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " "*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." msgstr "" "之後是 :guilabel:`銷售及採購` 分頁。只有在安裝了 **銷售** 、 **採購** 或 **POS** " "(銷售點管理)應用程式時,才會顯示此分頁。" #: ../../content/applications/essentials/contacts.rst:116 msgid "" "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " "Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " "menu." msgstr "" "你可在 :guilabel:`銷售及採購` 分頁中,設定 :guilabel:`財務規則`。點選下拉式選單,即可選擇 :guilabel:`財務規則`。" #: ../../content/applications/essentials/contacts.rst:120 msgid "Sales section" msgstr "銷售部份" #: ../../content/applications/essentials/contacts.rst:122 msgid "" "Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " "be assigned to a contact. To do that, click the :guilabel:`Salesperson` " "drop-down field, and select one. Create a new :guilabel:`Salesperson` by " "typing the user's name, and making the appropriate selection." msgstr "" "你可在 :guilabel:`銷售` 標題下,為聯絡人指派特定的 :guilabel:`銷售人員`。要執行此操作,請按一下 " ":guilabel:`銷售人員` 下拉式欄位,然後選擇一名所需的銷售員。你亦可輸入使用者姓名,並點選適當的選項,以建立新的 " ":guilabel:`銷售人員`。" #: ../../content/applications/essentials/contacts.rst:126 msgid "" "Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " "also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " "Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " "or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " "menu to choose the appropriate :guilabel:`Pricelist`." msgstr "" "如有需要,你也可以為聯絡人設定指定 :guilabel:`付款條件` 或指定 :guilabel:`價目表`。你可按一下 " ":guilabel:`付款條件` 旁邊的下拉式選單,將其變為其中一項已預先選擇的 :guilabel:`付款條件`,或 :guilabel:`建立` " "一項新的付款條件。點選 :guilabel:`價目表` 下拉式選單,以選擇適當的 :guilabel:`價目表`。" #: ../../content/applications/essentials/contacts.rst:131 msgid "" "Click into the :guilabel:`Delivery Method` field to select an option from " "the drop-down menu." msgstr "點選 :guilabel:`送貨方式` 欄位,以從下拉式選單中選擇適當選項。" #: ../../content/applications/essentials/contacts.rst:134 msgid "Point Of Sale section" msgstr "POS 銷售點部份" #: ../../content/applications/essentials/contacts.rst:136 msgid "" "Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " "that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" " field to track points the user won as part of a *Loyalty Program*." msgstr "" "在 :guilabel:`銷售點` 標題下,輸入可用作識別聯絡人的 :guilabel:`條碼`。利用 :guilabel:`會員積分` " "欄位,可追蹤使用者在 **會員/忠誠度計劃** 已賺取的積分。" #: ../../content/applications/essentials/contacts.rst:141 msgid "Purchase section" msgstr "採購部份" #: ../../content/applications/essentials/contacts.rst:143 msgid "" "Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " "preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " "can be set here, as well." msgstr "" "可在此處指定 :guilabel:`付款條款`、:guilabel:`1099 表格方格` 資料,以及偏好的 " ":guilabel:`付款方式`。此處也可設定 :guilabel:`收貨提醒`。" #: ../../content/applications/essentials/contacts.rst:147 msgid "Misc section" msgstr "雜項部份" #: ../../content/applications/essentials/contacts.rst:149 msgid "" "Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " "any additional information for this contact. If this contact should only be " "accessible for one company in a multi-company database, select it from the " ":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" "down menu to restrict the publishing of this contact to one website (if " "working on a database with multiple websites). Select one or more " ":guilabel:`Website Tags` to assist in filtering published customers on the " "`/customers` website page. Select an :guilabel:`Industry` for this contact " "from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " "*Helpdesk* SLA policy to this contact." msgstr "" "在 :guilabel:`雜項` 標題下,你可使用 :guilabel:`參考` " "欄位,為此聯絡人加入任何額外資訊。若想將此聯絡人設為只可由多公司資料庫的公司存取,請從 :guilabel:`公司` 欄位的下拉式清單中選擇。使用 " ":guilabel:`網站` 下拉式選單,可將此聯絡人限制至指定的網站發佈(若資料庫有多個網站)。選擇一個或多個 " ":guilabel:`網站標籤`,以協助篩選已在網站的 `/customers` (客戶)頁面發佈的客戶。你亦可從下拉式選單中,為該聯絡人選擇一個 " ":guilabel:`行業`。使用 :guilabel:`SLA 政策` 欄位,可為此聯絡人指定適用的 **幫助台** 服務水平協議(SLA)政策。" #: ../../content/applications/essentials/contacts.rst:159 msgid "Accounting tab" msgstr "會計分頁" #: ../../content/applications/essentials/contacts.rst:161 msgid "" "The :guilabel:`Accounting` tab appears when the *Accounting* application is " "installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " "set default :guilabel:`Accounting entries`." msgstr "" "安裝 **會計** 應用程式後,系統會顯示 :guilabel:`會計` 分頁。在該處,使用者可加入任何相關的 " ":guilabel:`銀行賬戶`,或設定預設的 :guilabel:`會計記項`。" #: ../../content/applications/essentials/contacts.rst:164 msgid "" "Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " "to enter a Legal Entity Identifier, if necessary." msgstr "如有需要,可在 :guilabel:`雜項` 標題下的 :guilabel:`LEI` 欄位,輸入適用的法律實體識別碼(LEI)。" #: ../../content/applications/essentials/contacts.rst:168 msgid "Internal Notes tab" msgstr "內部備註分頁" #: ../../content/applications/essentials/contacts.rst:170 msgid "" "Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " "tab, where notes can be left on this contact form, just like on the contact " "form noted above." msgstr "在 :guilabel:`會計` 分頁之後,是 :guilabel:`內部備註` 分頁,可用作為此聯絡表單留下備註,如前述的聯絡表單一樣。" #: ../../content/applications/essentials/contacts.rst:174 msgid "Partner Assignment tab" msgstr "合作夥伴指派分頁" #: ../../content/applications/essentials/contacts.rst:176 msgid "" "Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" " :guilabel:`Geolocation` section, and other partner options, including " ":guilabel:`Partner Activation` and :guilabel:`Partner Review` " "configurations. These are **only** present when the *Enterprise Resellers* " "module is installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:182 msgid "Membership tab" msgstr "會員分頁" #: ../../content/applications/essentials/contacts.rst:184 msgid "" "Finally, there is the :guilabel:`Membership` tab, which can help users " "manage any memberships that are being offered to this specific contact. It " "should be noted that this tab only appears when the *Members* applications " "is installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:189 msgid "Smart buttons" msgstr "智能按鈕" #: ../../content/applications/essentials/contacts.rst:191 msgid "" "At the top of the contact form, there are some additional options available," " known as *smart buttons*." msgstr "在聯絡人表單的頂部,有一些可用的其他附加選項,稱為 **智能按鈕** 。" #: ../../content/applications/essentials/contacts.rst:194 msgid "" "Here, Odoo displays a variety of records, related to this contact, that were" " created on other apps. Odoo integrates information from every single app, " "so there are many smart buttons." msgstr "在該處,Odoo 會顯示與該聯絡人相關、在其他應用程式建立的各類記錄。Odoo 能夠整合所有應用程式的資訊,因此會有很多智能按鈕。" #: ../../content/applications/essentials/contacts.rst:198 msgid "" "For example, there is an :guilabel:`Opportunities` smart button, where all " "the opportunities related to this customer from the *CRM* app are " "accessible." msgstr "" "例如,該處有一個 :guilabel:`機會` 智能按鈕,你可透過此按鈕,存取與該客戶相關、在 **客戶關係** 應用程式中建立的所有銷售機會。" #: ../../content/applications/essentials/contacts.rst:202 msgid "" "If the corresponding applications are installed, their related smart buttons" " appear automatically on a contact form." msgstr "若資料庫有安裝其他相應的應用程式,相關的智能按鈕會自動在聯絡人表單上顯示。" #: ../../content/applications/essentials/contacts.rst:205 msgid "" "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " "Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " ":guilabel:`More` smart button reveals additional options, via a drop-down " "menu. A user can even quickly access :guilabel:`Purchases`, " ":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " ":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " ":guilabel:`Partner Ledger` connected to this contact." msgstr "" "使用者可以查看任何 " ":guilabel:`會議`、:guilabel:`銷售`、:guilabel:`銷售點訂單`、:guilabel:`訂閱`,以及專案項目的 " ":guilabel:`任務`,而「 :guilabel:`更多` 」智能按鈕會透過下拉式選單,顯示其他選項。使用者甚至可以快速存取與目前聯絡人相關的 " ":guilabel:`採購`、:guilabel:`幫助台` 任務、送貨的 :guilabel:`準時率`、:guilabel:`已開立發票` " "項目的資料、:guilabel:`供應商賬單` 以及 :guilabel:`合作夥伴分類賬`。" #: ../../content/applications/essentials/contacts.rst:211 msgid "" "Deliveries, documents, loyalty cards, and direct debits are *also* linked to" " smart buttons, like this, should there be any outstanding/on-file for this " "contact." msgstr "若有任何與此聯絡人相關的未完成/已存檔事項,例如送貨、文件、會員卡、直接扣賬等,也會連結至相關智能按鈕,情況類似上文所述。" #: ../../content/applications/essentials/contacts.rst:214 msgid "" "If the contact is a partner, the user can visit their partner page on the " "Odoo-built website by clicking the :guilabel:`Go to Website` smart button." msgstr "若聯絡人是合作夥伴,使用者可按下 :guilabel:`前往網站` 智能按鈕,在運用 Odoo 製作的網站上,瀏覽該合作夥伴的頁面。" #: ../../content/applications/essentials/contacts.rst:218 msgid "Archive contacts" msgstr "封存聯絡人" #: ../../content/applications/essentials/contacts.rst:220 msgid "" "If a user decides they no longer want to have this contact active, the " "record can be archived. To do that, go to the :icon:`fa-cog` " ":guilabel:`Action` menu at the top of the contact form, and click " ":guilabel:`Archive`." msgstr "" "若使用者決定不再保持該聯絡人在生效狀態,可將記錄封存。要執行此操作,請前往聯絡人表單頂部的 :icon:`fa-cog` :guilabel:`操作` " "選單,然後按一下 :guilabel:`封存`。" #: ../../content/applications/essentials/contacts.rst:224 msgid "" "Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" "up window." msgstr "之後,在顯示的 :guilabel:`確認` 彈出視窗中,按下 :guilabel:`確定`。" #: ../../content/applications/essentials/contacts.rst:226 msgid "" "With this contact successfully archived, as indicated by a banner at the " "top, they do not show up in the main contacts page, but they can still be " "searched for with the :guilabel:`Archived` filter." msgstr "" "聯絡人記錄成功封存後,會如頂部的橫幅所示,不會再在聯絡人主頁面中顯示。不過,已封存的記錄仍可透過 :guilabel:`已封存` 篩選器搜尋。" #: ../../content/applications/essentials/contacts.rst:230 msgid "" "A contact can be *unarchived*, if the user decides to work with them again. " "To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " "the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " "doing so, the :guilabel:`Archived` banner is removed, and the contact is " "restored." msgstr "" "若使用者需要再次使用該聯絡人,可將之 **取消封存** 。要執行此操作,只需在已封存的聯絡人表單的頂部,再按一下 :icon:`fa-cog` " ":guilabel:`操作` 選單,然後按 :guilabel:`取消封存`。完成此操作後,:guilabel:`已封存` " "橫幅會被移除,並將聯絡人恢復至生效狀態。" #: ../../content/applications/essentials/contacts.rst:236 msgid "" ":doc:`Add different addresses in CRM " "<../sales/sales/send_quotations/different_addresses>`" msgstr "" ":doc:`在客戶關係應用程式中加入不同地址 <../sales/sales/send_quotations/different_addresses>`" #: ../../content/applications/essentials/contacts.rst:237 msgid "" "`Odoo's eLearning Contacts tutorial " "`_" msgstr "" "`Odoo 線上學習 - 聯絡人教學 " "`_" #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "匯出和匯入數據" #: ../../content/applications/essentials/export_import_data.rst:5 msgid "" "In Odoo, it is sometimes necessary to export or import data for running " "reports, or for data modification. This document covers the export and " "import of data into and out of Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:9 msgid "" "Sometimes, users run into a 'time out' error, or a record does not process, " "due to its size. This can occur with large exports, or in cases where the " "import file is too large. To circumvent this limitation surrounding the size" " of the records, process exports or imports in smaller batches." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:16 msgid "Export data from Odoo" msgstr "從 Odoo 匯出數據" #: ../../content/applications/essentials/export_import_data.rst:18 msgid "" "When working with a database, it is sometimes necessary to export data in a " "distinct file. Doing so can aid in reporting on activities, although, Odoo " "provides a precise and easy reporting tool with each available application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:22 msgid "" "With Odoo, the values can be exported from any field in any record. To do " "so, activate the list view (:guilabel:`☰ (three horizontal lines)` icon), on" " the items that need to be exported, and then select the records that should" " be exported. To select a record, tick the checkbox next to the " "corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then " ":guilabel:`Export`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "View of the different things to enable/click to export data." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:31 msgid "" "When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over " "window appears, with several options for the data to export:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Overview of options to consider when exporting data in Odoo.." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:38 msgid "" "With the :guilabel:`I want to update data (import-compatable export)` option" " ticked, the system only shows the fields that can be imported. This is " "helpful in the case where the existing records need to be updated. This " "works like a filter. Leaving the box unticked, gives many more field options" " because it shows all the fields, not just the ones that can be imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:42 msgid "" "When exporting, there is the option to export in two formats: `.csv` and " "`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds " "information about all the worksheets in a file, including both content and " "formatting." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:45 msgid "" "These are the items that can be exported. Use the :guilabel:`> (right " "arrow)` icon to display more sub-field options. Use the :guilabel:`Search` " "bar to find specific fields. To use the :guilabel:`Search` option more " "efficiently, click on all the :guilabel:`> (right arrows)` to display all " "fields." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:49 msgid "" "The :guilabel:`+ (plus sign)` icon button is present to add fields to the " ":guilabel:`Fields to export` list." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:51 msgid "" "The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be" " used to move the fields up and down, to change the order in which they are " "displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-" "down arrow)` icon." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:54 msgid "" "The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the " ":guilabel:`🗑️ (trash can)` icon to remove the field." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:56 msgid "" "For recurring reports, it is helpful to save export presets. Select all the " "needed fields, and click on the template drop-down menu. Once there, click " "on :guilabel:`New template`, and give a unique name to the export just " "created. The next time the same list needs to be exported, select the " "related template that was previously saved from the drop-down menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:62 msgid "" "It is helpful to know the field's external identifier. For example, " ":guilabel:`Related Company` in the export user interface is equal to " "*parent_id* (external identifier). This is helpful because then, the only " "data exported is what should be modified and re-imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:69 msgid "Import data into Odoo" msgstr "匯入數據至 Odoo" #: ../../content/applications/essentials/export_import_data.rst:71 msgid "" "Importing data into Odoo is extremely helpful during implementation, or in " "times where data needs to be updated in bulk. The following documentation " "covers how to import data into an Odoo database." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:75 msgid "" "Imports are permanent and **cannot** be undone. However, it is possible to " "use filters (`created on` or `last modified`) to identify records changed or" " created by the import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:79 msgid "" "Activating :ref:`developer mode ` changes the visible import" " settings in the left menu. Doing so reveals an :menuselection:`Advanced` " "menu. Included in this advanced menu are two options: :guilabel:`Track " "history during import` and :guilabel:`Allow matching with subfields`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Advanced import options when developer mode is activated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:87 msgid "" "If the model uses openchatter, the :guilabel:`Track history during import` " "option sets up subscriptions and sends notifications during the import, but " "leads to a slower import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:90 msgid "" "Should the :guilabel:`Allow matching with subfields` option be selected, " "then all subfields within a field are used to match under the " ":guilabel:`Odoo Field` while importing." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:94 msgid "Get started" msgstr "開始" #: ../../content/applications/essentials/export_import_data.rst:96 msgid "" "Data can be imported on any Odoo business object using either Excel " "(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This " "includes: contacts, products, bank statements, journal entries, and orders." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:100 msgid "" "Open the view of the object to which the data should be imported/populated, " "and click on :menuselection:`⭐ Favorites --> Import records`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Favorites menu revealed with the import records option highlighted." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:107 msgid "" "After clicking :guilabel:`Import records`, Odoo reveals a separate page with" " templates that can be downloaded and populated with the company's own data." " Such templates can be imported in one click, since the data mapping is " "already done. To download a template click :guilabel:`Import Template for " "Customers` at the center of the page." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:113 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides " ":guilabel:`Formatting` options. These options do **not** appear when " "importing the proprietary Excel file type (`.xls`, `.xlsx`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:0 msgid "Formatting options presented when a CVS file is imported in Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:121 msgid "" "Make necessary adjustments to the *Formatting* options, and ensure all " "columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free " "of errors. Finally, click :guilabel:`Import` to import the data." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:126 msgid "Adapt a template" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:128 msgid "" "Import templates are provided in the import tool of the most common data to " "import (contacts, products, bank statements, etc.). Open them with any " "spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, " "etc.)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:132 msgid "Once the template is downloaded, proceed to follow these steps:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:134 msgid "Add, remove, and sort columns to best fit the data structure." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:135 msgid "" "It is strongly advised to **not** remove the :guilabel:`External ID` (ID) " "column (see why in the next section)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:137 msgid "" "Set a unique ID to every record by dragging down the ID sequencing in the " ":guilabel:`External ID` (ID) column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "" "An animation of the mouse dragging down the ID column, so each record has a " "unique ID." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:145 msgid "" "When a new column is added, Odoo may not be able to map it automatically, if" " its label does not fit any field within Odoo. However, new columns can be " "mapped manually when the import is tested. Search the drop-down menu for the" " corresponding field." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Drop-down menu expanded in the initial import screen on Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:153 msgid "" "Then, use this field's label in the import file to ensure future imports are" " successful." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:156 msgid "" "Another useful way to find out the proper column names to import is to " "export a sample file using the fields that should be imported. This way, if " "there is not a sample import template, the names are accurate." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:161 msgid "Import from another application" msgstr "從另一應用程式匯入" #: ../../content/applications/essentials/export_import_data.rst:163 msgid "" "The :guilabel:`External ID` (ID) is a unique identifier for the line item. " "Feel free to use one from previous software to facilitate the transition to " "Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:166 msgid "" "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:168 msgid "" "Update imports: import the same file several times without creating " "duplicates." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:169 msgid ":ref:`Import relation fields `." msgstr ":ref:`匯入關係欄位 `。" #: ../../content/applications/essentials/export_import_data.rst:171 msgid "" "To recreate relationships between different records, the unique identifier " "from the original application should be used to map it to the " ":guilabel:`External ID` (ID) column in Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:174 msgid "" "When another record is imported that links to the first one, use **XXX/ID** " "(XXX/External ID) for the original unique identifier. This record can also " "be found using its name." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:178 msgid "" "It should be noted that there will be a conflict if two or more records have" " the same name." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:180 msgid "" "The :guilabel:`External ID` (ID) can also be used to update the original " "import, if modified data needs to be re-imported later, therefore, it is a " "good practice to specify it whenever possible." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:184 msgid "Field missing to map column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:186 msgid "" "Odoo heuristically tries to find the type of field for each column inside " "the imported file, based on the first ten lines of the files." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:189 msgid "" "For example, if there is a column only containing numbers, only the fields " "with the *integer* type are presented as options." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:192 msgid "" "While this behavior might be beneficial in most cases, it is also possible " "that it could fail, or the column may be mapped to a field that is not " "proposed by default." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:195 msgid "" "If this happens, check the :guilabel:`Show fields of relation fields " "(advanced) option`, then a complete list of fields becomes available for " "each column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Searching for the field to match the tax column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:203 msgid "Change data import format" msgstr "更改資料匯入格式" #: ../../content/applications/essentials/export_import_data.rst:206 msgid "" "Odoo can automatically detect if a column is a date, and tries to guess the " "date format from a set of most commonly used date formats. While this " "process can work for many date formats, some date formats are not " "recognizable. This can cause confusion, due to day-month inversions; it is " "difficult to guess which part of a date format is the day, and which part is" " the month, in a date, such as `01-03-2016`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:212 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides " ":guilabel:`Formatting` options." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:215 msgid "" "To view which date format Odoo has found from the file, check the " ":guilabel:`Date Format` that is shown when clicking on options under the " "file selector. If this format is incorrect, change it to the preferred " "format using *ISO 8601* to define the format." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:220 msgid "" "*ISO 8601* is an international standard, covering the worldwide exchange, " "along with the communication of date and time-related data. For example, the" " date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it " "should be written as `1981-07-24`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:225 msgid "" "When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to" " store dates. This maintains locale date formats for display, regardless of " "how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-" "separated Values)` file, use Odoo's :guilabel:`Formatting` section to select" " the date format columns to import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:231 msgid "Import numbers with currency signs" msgstr "匯入數字連貨幣符號" #: ../../content/applications/essentials/export_import_data.rst:233 msgid "" "Odoo fully supports numbers with parenthesis to represent negative signs, as" " well as numbers with currency signs attached to them. Odoo also " "automatically detects which thousand/decimal separator is used. If a " "currency symbol unknown to Odoo is used, it might not be recognized as a " "number, and the import crashes." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:239 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, the " ":guilabel:`Formatting` menu appears on the left-hand column. Under these " "options, the :guilabel:`Thousands Separator` can be changed." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:243 msgid "" "Examples of supported numbers (using 'thirty-two thousand' as the figure):" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:245 msgid "32.000,00" msgstr "32.000,00" #: ../../content/applications/essentials/export_import_data.rst:246 msgid "32000,00" msgstr "32000,00" #: ../../content/applications/essentials/export_import_data.rst:247 msgid "32,000.00" msgstr "32,000.00" #: ../../content/applications/essentials/export_import_data.rst:248 msgid "-32000.00" msgstr "-32000.00" #: ../../content/applications/essentials/export_import_data.rst:249 msgid "(32000.00)" msgstr "(32000.00)" #: ../../content/applications/essentials/export_import_data.rst:250 msgid "$ 32.000,00" msgstr "$ 32.000,00" #: ../../content/applications/essentials/export_import_data.rst:251 msgid "(32000.00 €)" msgstr "(32000.00 €)" #: ../../content/applications/essentials/export_import_data.rst:253 msgid "Example that will not work:" msgstr "不支援的例子:" #: ../../content/applications/essentials/export_import_data.rst:255 msgid "ABC 32.000,00" msgstr "ABC 32.000,00" #: ../../content/applications/essentials/export_import_data.rst:256 msgid "$ (32.000,00)" msgstr "$ (32.000,00)" #: ../../content/applications/essentials/export_import_data.rst:259 msgid "" "A :guilabel:`() (parenthesis)` around the number indicates that the number " "is a negative value. The currency symbol **must** be placed within the " "parenthesis for Odoo to recognize it as a negative currency value." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:264 msgid "Import preview table not displayed correctly" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:266 msgid "" "By default, the import preview is set on commas as field separators, and " "quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated " "Values)` file does not have these settings, modify the " ":guilabel:`Formatting` options (displayed under the :guilabel:`Import` " ":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV" " (Comma-separated Values)` file)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:272 msgid "" "If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a " "separator, Odoo does **not** detect the separations. The file format options" " need to be modified in the spreadsheet application. See the following " ":ref:`Change CSV file format ` section." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:280 msgid "Change CSV file format in spreadsheet application" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:282 msgid "" "When editing and saving :abbr:`CSV (Comma-separated Values)` files in " "spreadsheet applications, the computer's regional settings are applied for " "the separator and delimiter. Odoo suggests using *OpenOffice* or " "*LibreOffice*, as both applications allow modifications of all three options" " (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box" " --> Check the box 'Edit filter settings' --> Save`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:288 msgid "" "Microsoft Excel can modify the encoding when saving (:menuselection:`'Save " "As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:292 msgid "Difference between Database ID and External ID" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:294 msgid "" "Some fields define a relationship with another object. For example, the " "country of a contact is a link to a record of the 'Country' object. When " "such fields are imported, Odoo has to recreate links between the different " "records. To help import such fields, Odoo provides three mechanisms." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:299 msgid "**Only one** mechanism should be used per field that is imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:301 msgid "" "For example, to reference the country of a contact, Odoo proposes three " "different fields to import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:303 msgid ":guilabel:`Country`: the name or code of the country" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:304 msgid "" ":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by" " the ID PostgreSQL column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:306 msgid "" ":guilabel:`Country/External ID`: the ID of this record referenced in another" " application (or the `.XML` file that imported it)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:309 msgid "" "For the country of Belgium, for example, use one of these three ways to " "import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:311 msgid ":guilabel:`Country`: `Belgium`" msgstr ":guilabel:`國家/地區`:`比利時`" #: ../../content/applications/essentials/export_import_data.rst:312 msgid ":guilabel:`Country/Database ID`: `21`" msgstr ":guilabel:`國家或地區/資料庫識別碼`:`21`" #: ../../content/applications/essentials/export_import_data.rst:313 msgid ":guilabel:`Country/External ID`: `base.be`" msgstr ":guilabel:`國家或地區/外部識別碼`:`base.be`" #: ../../content/applications/essentials/export_import_data.rst:315 msgid "" "According to the company's need, use one of these three ways to reference " "records in relations. Here is an example when one or the other should be " "used, according to the need:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:318 msgid "" "Use :guilabel:`Country`: this is the easiest way when data comes from " ":abbr:`CSV (Comma-separated Values)` files that have been created manually." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:320 msgid "" "Use :guilabel:`Country/Database ID`: this should rarely be used. It is " "mostly used by developers as the main advantage is to never have conflicts " "(there may be several records with the same name, but they always have a " "unique Database ID)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:323 msgid "" "Use :guilabel:`Country/External ID`: use *External ID* when importing data " "from a third-party application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:326 msgid "" "When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` " "files with the :guilabel:`External ID` (ID) column defining the *External " "ID* of each record that is imported. Then, a reference can be made to that " "record with columns, like `Field/External ID`. The following two :abbr:`CSV " "(Comma-separated Values)` files provide an example for products and their " "categories." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:331 msgid "" ":download:`CSV file for categories " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:333 msgid "" ":download:`CSV file for Products " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:339 msgid "Import relation fields" msgstr "匯入關係欄位" #: ../../content/applications/essentials/export_import_data.rst:341 msgid "" "An Odoo object is always related to many other objects (e.g. a product is " "linked to product categories, attributes, vendors, etc.). To import those " "relations, the records of the related object need to be imported first, from" " their own list menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:345 msgid "" "This can be achieved by using either the name of the related record, or its " "ID, depending on the circumstances. The ID is expected when two records have" " the same name. In such a case add `/ ID` at the end of the column title " "(e.g. for product attributes: `Product Attributes / Attribute / ID`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:350 msgid "Options for multiple matches on fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:352 msgid "" "If, for example, there are two product categories with the child name " "`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the" " validation is halted, but the data may still be imported. However, Odoo " "recommends that the data is not imported because it will all be linked to " "the first `Sellable` category found in the *Product Category* list (`Misc. " "Products/Sellable`). Odoo, instead, recommends modifying one of the " "duplicate's values, or the product category hierarchy." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:359 msgid "" "However, if the company does not wish to change the configuration of product" " categories, Odoo recommends making use of the *External ID* for this field," " 'Category'." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:363 msgid "Import many2many relationship fields" msgstr "匯入 many2many(多對多)關係欄位" #: ../../content/applications/essentials/export_import_data.rst:365 msgid "" "The tags should be separated by a comma, without any spacing. For example, " "if a customer needs to be linked to both tags: `Manufacturer` and `Retailer`" " then 'Manufacturer,Retailer' needs to be encoded in the same column of the " ":abbr:`CSV (Comma-separated Values)` file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:369 msgid "" ":download:`CSV file for Manufacturer, Retailer " "`" msgstr "" ":download:`製造商及零售商 CSV 檔案 `" #: ../../content/applications/essentials/export_import_data.rst:372 msgid "Import one2many relationships" msgstr "匯入 one2many(一對多)關係" #: ../../content/applications/essentials/export_import_data.rst:374 msgid "" "If a company wants to import a sales order with several order lines, a " "specific row **must** be reserved in the :abbr:`CSV (Comma-separated " "Values)` file for each order line. The first order line is imported on the " "same row as the information relative to order. Any additional lines need an " "additional row that does not have any information in the fields relative to " "the order." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:379 msgid "" "As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some " "quotations that can be imported, based on demo data:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:382 msgid "" ":download:`File for some Quotations " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:385 msgid "" "The following :abbr:`CSV (Comma-separated Values)` file shows how to import " "purchase orders with their respective purchase order lines:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:388 msgid "" ":download:`Purchase orders with their respective purchase order lines " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:391 msgid "" "The following :abbr:`CSV (Comma-separated Values)` file shows how to import " "customers and their respective contacts:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:394 msgid "" ":download:`Customers and their respective contacts " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:398 msgid "Import records several times" msgstr "多次匯入記錄" #: ../../content/applications/essentials/export_import_data.rst:400 msgid "" "If an imported file contains one of the columns: :guilabel:`External ID` or " ":guilabel:`Database ID`, records that have already been imported are " "modified, instead of being created. This is extremely useful as it allows " "users to import the same :abbr:`CSV (Comma-separated Values)` file several " "times, while having made some changes in between two imports." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:405 msgid "" "Odoo takes care of creating or modifying each record, depending if it is new" " or not." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:407 msgid "" "This feature allows a company to use the *Import/Export tool* in Odoo to " "modify a batch of records in a spreadsheet application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:411 msgid "Value not provided for a specific field" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:413 msgid "" "If all fields are not set in the CSV file, Odoo assigns the default value " "for every non-defined field. But, if fields are set with empty values in the" " :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the" " field, instead of assigning the default value." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:418 msgid "Export/import different tables from an SQL application to Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:420 msgid "" "If data needs to be imported from different tables, relations need to be " "recreated between records belonging to different tables. For instance, if " "companies and people are imported, the link between each person and the " "company they work for needs to be recreated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:424 msgid "" "To manage relations between tables, use the `External ID` facilities of " "Odoo. The `External ID` of a record is the unique identifier of this record " "in another application. The `External ID` must be unique across all records " "of all objects. It is a good practice to prefix this `External ID` with the " "name of the application or table. (like, 'company_1', 'person_1' - instead " "of '1')" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:429 msgid "" "As an example, suppose there is an SQL database with two tables that are to " "be imported: companies and people. Each person belongs to one company, so " "the link between a person and the company they work for must be recreated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:433 msgid "" "Test this example, with a :download:`sample of a PostgreSQL database " "`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:436 msgid "" "First, export all companies and their *External ID*. In PSQL, write the " "following command:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:442 msgid "" "This SQL command creates the following :abbr:`CSV (Comma-separated Values)` " "file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:451 msgid "" "To create the :abbr:`CSV (Comma-separated Values)` file for people linked to" " companies, use the following SQL command in PSQL:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:458 msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:468 msgid "" "In this file, Fabien and Laurence are working for the Bigees company " "(`company_1`), and Eric is working for the Organi company. The relation " "between people and companies is done using the *External ID* of the " "companies. The *External ID* is prefixed by the name of the table to avoid a" " conflict of ID between people and companies (`person_1` and `company_1`, " "who shared the same ID 1 in the original database)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:474 msgid "" "The two files produced are ready to be imported in Odoo without any " "modifications. After having imported these two :abbr:`CSV (Comma-separated " "Values)` files, there are four contacts and three companies (the first two " "contacts are linked to the first company). Keep in mind to first import the " "companies, and then the people." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:3 msgid "In-app purchases (IAP)" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:7 msgid "" "In-app purchases (IAP) are optional services that enhance Odoo databases. " "Each service provides its own specific features and functionality. A full " "list of services is available on the `Odoo IAP Catalog " "`_." msgstr "" "應用程式內購買(IAP)是增強 Odoo 資料庫的選購服務。每項服務都提供自己的特定特色和功能。要查看完整服務清單,請見 `Odoo IAP 目錄 " "`_。" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "The IAP catalog with various services available on IAP.Odoo.com." msgstr "IAP.Odoo.com 提供包含各種服務的 IAP 目錄。" #: ../../content/applications/essentials/in_app_purchase.rst:16 msgid "" "The :guilabel:`SMS` service sends text messages to contacts directly from " "the database, and the :guilabel:`Documents Digitization` service digitizes " "scanned or PDF vendor bills, expenses, and resumes with optical character " "recognition (OCR) and artificial intelligence (AI)." msgstr "" ":guilabel:`短訊(SMS)` 服務可直接從資料庫向聯絡人發送文字訊息,而 :guilabel:`文件數碼化` " "服務透過光學字元辨識(OCR)及人工智能(AI),將掃瞄得到或 PDF 版本的供應商賬單、開支及履歷數碼化。" #: ../../content/applications/essentials/in_app_purchase.rst:20 msgid "" "|IAP| services do **not** need to be configured or set up before use. Odoo " "users can simply click on the service in the app to activate it. However, " "each service requires its own prepaid credits, and when they run out, users " "**must** :ref:`buy more ` in order to keep using it." msgstr "" "|IAP| 服務**無需**配置或設定,即可使用。Odoo " "使用者只需按一下應用程式中的服務,即可啟動該服務。不過,每項服務都需要預繳費用購買「點數」,當點數用完時,使用者**必須** :ref:`購買更多點數 " "` 才可繼續使用。" #: ../../content/applications/essentials/in_app_purchase.rst:25 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test IAP" " features before deciding to purchase more credits for the database. This " "includes demo/training databases, educational databases, and one-app-free " "databases." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:32 msgid "IAP services" msgstr "IAP 服務" #: ../../content/applications/essentials/in_app_purchase.rst:34 msgid "" "|IAP| services are provided by Odoo, as well as third-parties, and have a " "wide range of uses." msgstr "|IAP| 服務由 Odoo 以及第三方提供,用途範圍廣泛。" #: ../../content/applications/essentials/in_app_purchase.rst:36 msgid "The following |IAP| services are offered by Odoo:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:38 msgid "" ":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, " "expenses, and resumes with OCR and AI." msgstr ":guilabel:`文件數碼化`:透過 OCR 及 AI,將掃瞄得到或 PDF 格式的供應商賬單、開支及履歷數碼化。" #: ../../content/applications/essentials/in_app_purchase.rst:40 msgid "" ":guilabel:`Partner Autocomplete`: automatically populates contact records " "with corporate data." msgstr ":guilabel:`合作夥伴自動完成`:使用企業數據,自動產生聯絡人記錄。" #: ../../content/applications/essentials/in_app_purchase.rst:41 msgid "" ":guilabel:`SMS`: sends SMS text messages to contacts directly from the " "database." msgstr ":guilabel:`短訊`:直接在資料庫內,向聯絡人發送電話短訊(SMS)。" #: ../../content/applications/essentials/in_app_purchase.rst:42 msgid "" ":guilabel:`Lead Generation`: generates leads based on a set of criteria, and" " converts web visitors into quality leads and opportunities." msgstr ":guilabel:`潛在客戶生成`:根據一系列準則產生潛在客戶,並將網站訪客轉化為高質素潛在客戶及商機。" #: ../../content/applications/essentials/in_app_purchase.rst:44 msgid "" ":guilabel:`Snailmail`: sends customer invoices and follow-up reports by " "post, worldwide." msgstr ":guilabel:`郵遞`:以傳統郵寄方式,向全世界客戶郵寄發票及跟進報告。" #: ../../content/applications/essentials/in_app_purchase.rst:45 msgid "" ":guilabel:`Signer identification with itsme®️`: ask document signatories in " "Odoo *Sign* to provide their identity using the *itsme®* identity platform, " "which is available in Belgium and the Netherlands." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:49 msgid "" "For more information on every service currently available (offered from " "developers other than Odoo), visit the `Odoo IAP Catalog " "`_." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:53 msgid "Use IAP services" msgstr "使用 IAP 服務" #: ../../content/applications/essentials/in_app_purchase.rst:55 msgid "" "|IAP| services are automatically integrated with Odoo, and do **not** " "require users to configure any settings. To use a service, simply interact " "with it wherever it appears in the database." msgstr "|IAP| 服務自動與 Odoo 整合,使用者**無需**配置任何設定。要使用服務,只需在資料庫出現某項服務時,與它互動即可。" #: ../../content/applications/essentials/in_app_purchase.rst:59 msgid "" "The following flow focuses on the *SMS* |IAP| service being used from a " "contact's record." msgstr "以下流程集中講解在聯絡人記錄中使用 *短訊* |IAP| 服務。" #: ../../content/applications/essentials/in_app_purchase.rst:61 msgid "" "This can be done by clicking the :guilabel:`📱 SMS` icon within the database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The SMS icon on a typical contact information form located within an Odoo " "database." msgstr "Odoo 資料庫中典型聯絡資訊表單上的 SMS 圖示。" #: ../../content/applications/essentials/in_app_purchase.rst:67 msgid "" "One way to utilize the *SMS* |IAP| service with Odoo is showcased in the " "following steps:" msgstr "以下步驟展示在 Odoo 使用 *短訊* |IAP| 服務的其中一種方法:" #: ../../content/applications/essentials/in_app_purchase.rst:69 msgid "" "First, navigate to the :menuselection:`Contacts application`, and click on a" " contact with a mobile phone number entered in either the :guilabel:`Phone` " "or :guilabel:`Mobile` field of the contact form." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:73 msgid "" "Next, find the :guilabel:`📱 SMS` icon that appears to the right of the " ":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` " "icon, and a :guilabel:`Send SMS Text Message` pop-up window appears." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:77 msgid "" "Type a message in the :guilabel:`Message` field of the pop-up window. Then, " "click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS," " to the contact, and logs what was sent in the *chatter* of the contact's " "form." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:81 msgid "" "Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| " "service are automatically deducted from the existing credits. If there are " "not enough credits to send the message, Odoo prompts the user to purchase " "more." msgstr "發送短訊時,*短訊* |IAP| 服務的預付點數,會自動從現有點數中扣除。如果沒有足夠點數發送訊息,Odoo 會提示用戶購買更多點數。" #: ../../content/applications/essentials/in_app_purchase.rst:86 msgid "" "For more information on how to use various |IAP| services, and for more in-" "depth instructions related to SMS functionality in Odoo, review the " "documentation below:" msgstr "有關如何使用各項 |IAP| 服務的更多資料,以及有關 Odoo 短訊功能的更深入說明,請參閱以下說明文件:" #: ../../content/applications/essentials/in_app_purchase.rst:89 msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:90 msgid "" ":doc:`Enrich your contacts base with Partner Autocomplete " "<../sales/crm/optimize/partner_autocomplete>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:92 msgid "" ":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:97 msgid "IAP credits" msgstr "IAP 點數" #: ../../content/applications/essentials/in_app_purchase.rst:99 msgid "" "Every time an |IAP| service is used, the prepaid credits for that service " "are spent. Odoo prompts the purchase of more credits when there are not " "enough credits left to continue using a service. Email alerts can also be " "set up for when :ref:`credits are low `." msgstr "" "每次使用 |IAP| 服務,都會花費該服務的預付點數。當剩餘點數不足以繼續使用某項服務時,Odoo 會提示購買更多點數。你亦可設置電子郵件提醒,在 " ":ref:`點數偏低 ` 時提醒使用者。" #: ../../content/applications/essentials/in_app_purchase.rst:103 msgid "" "Credits are purchased in *Packs* from the `Odoo IAP Catalog " "`_, and pricing is specific to" " each service." msgstr "" "點數是在 `Odoo IAP 目錄 `_ 以 " "*套裝*(套餐)為單位購買,價錢視乎不同服務而定。" #: ../../content/applications/essentials/in_app_purchase.rst:107 msgid "" "The `SMS service `_ has four " "packs available, in denominations of:" msgstr "`短訊服務 `_ 有四種套裝可供選購,面值分別為:" #: ../../content/applications/essentials/in_app_purchase.rst:110 msgid ":guilabel:`Starter Pack`: 10 credits" msgstr ":guilabel:`新手套裝`:10 點數" #: ../../content/applications/essentials/in_app_purchase.rst:111 msgid ":guilabel:`Standard Pack`: 100 credits" msgstr ":guilabel:`標準套裝`:100 點數" #: ../../content/applications/essentials/in_app_purchase.rst:112 msgid ":guilabel:`Advanced Pack`: 500 credits" msgstr ":guilabel:`進階套裝`:500 點數" #: ../../content/applications/essentials/in_app_purchase.rst:113 msgid ":guilabel:`Expert Pack`: 1,000 credits" msgstr ":guilabel:`專家套裝`:1,000 點數" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "Four different packs of credits for the SMS IAP service." msgstr "四種不同的短訊 IAP 服務點數套餐。" #: ../../content/applications/essentials/in_app_purchase.rst:119 msgid "" "The number of credits consumed depends on the length of the SMS and the " "country of destination." msgstr "花費的點數取決於短訊長度及收件人國家/地區。" #: ../../content/applications/essentials/in_app_purchase.rst:121 msgid "" "For more information, refer to the :doc:`SMS Pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:127 msgid "Buy credits" msgstr "購買點數" #: ../../content/applications/essentials/in_app_purchase.rst:129 msgid "" "If there are not enough credits to perform a task, the database " "automatically prompts the purchase of more credits." msgstr "如果沒有足夠的點數執行任務,資料庫會自動提示購買更多點數。" #: ../../content/applications/essentials/in_app_purchase.rst:132 msgid "" "Users can check the current balance of credits for each service, and " "manually purchase more credits, by navigating to the " ":menuselection:`Settings app --> Contacts section`, and beneath the " ":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:136 msgid "" "Doing so reveals a :guilabel:`My Services` page, listing the various |IAP| " "services in the database. From here, click an |IAP| service to open its " ":guilabel:`Account Information` page, where additional credits can be " "purchased." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:141 msgid "Manually buy credits" msgstr "手動購買點數" #: ../../content/applications/essentials/in_app_purchase.rst:143 msgid "To manually buy credits in Odoo, follow these steps:" msgstr "要在 Odoo 手動購買點數,操作步驟如下:" #: ../../content/applications/essentials/in_app_purchase.rst:145 msgid "" "First, go to the :menuselection:`Settings application` and type `IAP` in the" " :guilabel:`Search...` bar. Alternatively users can scroll down to the " ":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where " "it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The Settings app showing the Odoo IAP heading and View My Services button." msgstr "設定應用程式顯示 Odoo IAP 標題及「查看我的服務」按鈕。" #: ../../content/applications/essentials/in_app_purchase.rst:154 msgid "" "Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| " "services in the database. From here, click an |IAP| service to open details " "about it; additional credits can be purchased from here." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:158 msgid "" "On the following page, click the :guilabel:`Buy Credit` button. Doing so " "loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From " "here, click :guilabel:`Buy` on the desired pack of credits. Then, follow the" " prompts to enter payment details, and confirm the order." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The SMS service page on IAP.Odoo.com with four packs of credits available " "for purchase." msgstr "IAP.Odoo.com 上的短訊服務頁面,有四個點數套裝可供購買。" #: ../../content/applications/essentials/in_app_purchase.rst:166 msgid "" "Once the transaction is complete, the credits are available for use in the " "database." msgstr "交易完成後,點數即可在資料庫使用。" #: ../../content/applications/essentials/in_app_purchase.rst:171 msgid "Low-credit notification" msgstr "點數偏低通知" #: ../../content/applications/essentials/in_app_purchase.rst:173 msgid "" "It is possible to be notified when credits are low, in order to avoid " "running out of credits, while using an |IAP| service. To do that, follow " "this process:" msgstr "使用 |IAP| 服務時,可選擇在點數不足時收到通知,以避免點數耗盡。要啟用此功能,請按以下流程設定:" #: ../../content/applications/essentials/in_app_purchase.rst:176 msgid "" "Go to the :menuselection:`Settings application`, and type `IAP` in the " ":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it " "says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:180 msgid "" "The available |IAP| accounts appear in a list view on the :guilabel:`IAP " "Account` page. From here, click on the desired |IAP| account to view that " "service's details." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:183 msgid "" "On the details page, tick the :guilabel:`Receive threshold warning` " "checkbox. Doing so reveals two fields on the form: :guilabel:`Warning " "Threshold` and :guilabel:`Contact Email`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:186 msgid "" "In the :guilabel:`Warning Threshold` field, enter an amount of credits Odoo " "should use as the minimum threshold for this service. In the " ":guilabel:`Contact Email` field, enter the email address that receives the " "notification." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:190 msgid "" "Odoo sends a low-credit alert to the :guilabel:`Contact Email` when the " "balance of credits falls below the amount listed as the :guilabel:`Warning " "Threshold`." msgstr "" #: ../../content/applications/essentials/reporting.rst:3 msgid "Reporting" msgstr "報告" #: ../../content/applications/essentials/reporting.rst:5 msgid "" "You can find several reports under the :guilabel:`Reporting` menu of most " "apps that let you analyze and visualize the data of your records." msgstr "你可在大多數應用程式的 :guilabel:`報表` 選單下找到幾種報告,讓你對記錄數據進行分析及視覺化呈現。" #: ../../content/applications/essentials/reporting.rst:11 msgid "Selecting a view" msgstr "選擇檢視模式" #: ../../content/applications/essentials/reporting.rst:13 msgid "" "Depending on the report, Odoo can display the data in various ways. " "Sometimes, a unique view fully tailored to the report is available, while " "several views are available for others. However, two generic views are " "dedicated to reporting: the graph and pivot views." msgstr "" "根據不同的報告而定,Odoo " "能以不同的方式顯示數據。有時,可使用完全為報告特別設計的獨特檢視模式,而其他報表則可使用多種視圖。有兩種通用視圖是專門給報告使用的:圖表視圖及樞紐分析視圖。" #: ../../content/applications/essentials/reporting.rst:20 msgid "Graph view" msgstr "圖表檢視模式" #: ../../content/applications/essentials/reporting.rst:22 msgid "" "The :ref:`graph view ` is used to visualize your " "records' data, helping you identify patterns and trends. The view is often " "found under the :guilabel:`Reporting` menu of apps but can be found " "elsewhere. Click the **graph view button** located at the top right to " "access it." msgstr "" ":ref:`圖表檢視模式 ` " "用於將記錄數據視覺化呈現,幫助你識別變化模式和趨勢。該檢視畫面通常位於應用程式的 :guilabel:`報表` " "選單下,但其他位置也可找到。按一下右上角的 **圖表檢視按鈕** ,可存取該視圖。" #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the graph view" msgstr "選擇圖表檢視模式" #: ../../content/applications/essentials/reporting.rst:33 msgid "Pivot view" msgstr "樞紐分析檢視模式" #: ../../content/applications/essentials/reporting.rst:35 msgid "" "The :ref:`pivot view ` is used to aggregate your " "records' data and break it down for analysis. The view is often found under " "the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the" " **pivot view button** located at the top right to access it." msgstr "" ":ref:`樞紐分析檢視模式 ` 用於綜合所有記錄數據並進行細分分析。該檢視畫面通常位於應用程式的 " ":guilabel:`報表` 選單下,但也可在其他地方找到。按一下右上角的 **樞紐分析檢視按鈕** ,便可存取該檢視畫面。" #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the pivot view" msgstr "選擇樞紐分析檢視模式" #: ../../content/applications/essentials/reporting.rst:45 msgid "Choosing measures" msgstr "選擇量度準則" #: ../../content/applications/essentials/reporting.rst:47 msgid "" "After selecting a view, you should ensure only the relevant records are " ":doc:`filtered `. Next, you should choose what is measured. By " "default, a measure is always selected. If you wish to edit it, click " ":guilabel:`Measures` and choose one or, only for pivots, multiple measures." msgstr "" "選擇視圖後,應確保只有相關記錄被 :doc:`篩選 " "`。然後,你應該選擇要量度的數據。預設情況下,總是會選擇一個量度準則。若想編輯它,請按一下 " ":guilabel:`量度準則`,選擇一個或(只限樞紐分析使用)多個量度準則。" #: ../../content/applications/essentials/reporting.rst:52 msgid "" "When you select a measure, Odoo aggregates the values recorded on that field" " for the filtered records. Only numerical fields (:ref:`integer " "`, :ref:`decimal `, :ref:`monetary `) " "can be measured. In addition, the :guilabel:`Count` option is used to count " "the total number of filtered records." msgstr "" "選擇量度準則時,Odoo 會將該欄位記錄的值,綜合至篩選記錄中。只有數值欄位(:ref:`整數 `、:ref:`小數 `、:ref:`貨幣金額 " "`)可以量度。此外,:guilabel:`總項數` " "選項可用於數算篩選記錄的總數。" #: ../../content/applications/essentials/reporting.rst:58 msgid "" "After choosing what you want to measure, you can define how the data should " "be :ref:`grouped ` depending on the dimension you want to " "analyze. By default, the data is often grouped by *Date > Month*, which is " "used to analyze the evolution of a measure over the months." msgstr "" "選擇要量度的內容後,你可根據要分析的維度,定義數據應如何 :ref:`分組 `。預設情況下,數據通常按 *日期 > 月份* " "分組,以分析某項指標在幾個月間的變化情況。" #: ../../content/applications/essentials/reporting.rst:63 msgid "" "When you filter a single time period, the option to compare it against " "another one appears." msgstr "篩選單一段期間時,會出現與另一時期進行比較的選項。" #: ../../content/applications/essentials/reporting.rst:0 msgid "Using the comparison option" msgstr "使用比較選項" #: ../../content/applications/essentials/reporting.rst:72 msgid "Select measures" msgstr "選擇量度準則" #: ../../content/applications/essentials/reporting.rst:74 msgid "" "Among other measures, you could add the :guilabel:`Margin` and " ":guilabel:`Count` measures to the Sales Analysis report. By default, the " ":guilabel:`Untaxed Amount` measure is selected." msgstr "" "除其他量度準則外,你亦可在銷售分析報告中,加入 :guilabel:`利潤率` 及 :guilabel:`總項數` 指標。預設情況下,會選擇 " ":guilabel:`未連稅金額` 指標。" #: ../../content/applications/essentials/reporting.rst:0 msgid "Selecting different measures on the Sales Analysis report" msgstr "在銷售分析報告中選擇不同的量度準則" #: ../../content/applications/essentials/reporting.rst:81 msgid "Group measures" msgstr "分組量度" #: ../../content/applications/essentials/reporting.rst:83 msgid "" "You could group the measures by :guilabel:`Product Category` at the level of" " rows on the previous Sales Analysis report example." msgstr "你可按 :guilabel:`產品類別`,在上一份銷售分析報告示例的資料行層級,將量度準則分組。" #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding a group on the Sales Analysis report" msgstr "在銷售分析報告加入分組" #: ../../content/applications/essentials/reporting.rst:92 msgid "Using the pivot view" msgstr "使用樞紐分析檢視模式" #: ../../content/applications/essentials/reporting.rst:94 msgid "" "Grouping data is quintessential to the pivot view. It enables drilling down " "the data to gain deeper insights. While you can use the :guilabel:`Group By`" " option to quickly add a group at the level of rows, as shown in the example" " above, you can also click the plus button (:guilabel:`➕`) next to the " ":guilabel:`Total` header at the level of rows *and* columns, and then select" " one of the **preconfigured groups**. To remove one, click the minus button " "(:guilabel:`➖`)." msgstr "" "分組數據是樞紐分析檢視的精髓。分組可以深入分析數據,獲得更深層次的理解。如上例所示,你可使用 :guilabel:`分組依據` " "選項,在資料行層級快速加入分組,也可在列*與*欄層級的 :guilabel:`總計` " "標題旁邊,按一下加號按鈕(:guilabel:`➕`),然後選擇一個**預先配置分組**。要刪除一個分組,請按減號按鈕(:guilabel:`➖`)。" #: ../../content/applications/essentials/reporting.rst:100 msgid "" "Once you have added a group, you can add new ones on the opposite axis or " "the newly created subgroups." msgstr "加入分組後,就可以在相反的軸上加入新的分組或新建立的子組。" #: ../../content/applications/essentials/reporting.rst:104 msgid "" "You could further divide the measures on the previous Sales Analysis report " "example by the :guilabel:`Salesperson` group at the level of columns and by " "the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / " "Office Furniture` product category." msgstr "" "你可進一步劃分上一份銷售分析報告示例的量度準則,方法是在欄的層級,使用 :guilabel:`銷售人員` 分組,以及對 :guilabel:`全部 / " "可供出售 / 辦公室傢俬` 的產品類別,使用 :guilabel:`訂購日期 > 月份` 分組。" #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding multiple groups on the Sales Analysis report" msgstr "在銷售分析報告中加入多個分組" #: ../../content/applications/essentials/reporting.rst:112 msgid "" "Switch the rows and columns' groups by clicking the flip axis button " "(:guilabel:`⇄`)." msgstr "按翻轉軸按鈕(:guilabel:`⇄`)可切換列及欄的分組。" #: ../../content/applications/essentials/reporting.rst:113 msgid "" "Click on a measure's label to sort the values by ascending (⏶) or descending" " (⏷) order." msgstr "按一下量度準則的標籤,將數值按遞增(⏶)或遞減(⏷)次序排序。" #: ../../content/applications/essentials/reporting.rst:114 msgid "" "Download a `.xlsx` version of the pivot by clicking the download button " "(:guilabel:`⭳`)." msgstr "按一下下載按鈕(:guilabel:`⭳`)以下載 `.xlsx` 版本的樞紐分析表。" #: ../../content/applications/essentials/reporting.rst:119 msgid "Using the graph view" msgstr "使用圖表檢視" #: ../../content/applications/essentials/reporting.rst:121 msgid "Three graphs are available: the bar, line, and pie charts." msgstr "有三種圖表可供選擇:棒形圖、折線圖及圓形圖。" #: ../../content/applications/essentials/reporting.rst:123 msgid "" "**Bar charts** are used to show the distribution or a comparison of several " "categories. They are especially useful as they can deal with larger data " "sets." msgstr "**棒形圖**用於顯示多個類別的分佈或比較,可以處理較大的數據集,因此特別有用。" #: ../../content/applications/essentials/reporting.rst:126 msgid "" "**Line charts** are useful to show changing time series and trends over " "time." msgstr "**折線圖**用於顯示隨時間變化的時間序列和趨勢。" #: ../../content/applications/essentials/reporting.rst:128 msgid "" "**Pie charts** are used to show the distribution or a comparison of a small " "number of categories when they form a meaningful whole." msgstr "**圓形圖** 適合在類別數量較少但可結合為一個有意義的整體時,用於顯示類別的分佈或比較。" #: ../../content/applications/essentials/reporting.rst:133 msgid "Bar chart" msgstr "棒形圖" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a bar chart" msgstr "以棒形圖形式查看銷售分析報告" #: ../../content/applications/essentials/reporting.rst:138 msgid "Line chart" msgstr "折線圖" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a line chart" msgstr "以折線圖形式查看銷售分析報告" #: ../../content/applications/essentials/reporting.rst:143 msgid "Pie chart" msgstr "圓形圖" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a pie chart" msgstr "以圓形圖形式查看銷售分析報告" #: ../../content/applications/essentials/reporting.rst:149 msgid "" "For **bar** and **line** charts, you can use the stacked option when you " "have at least two groups, which then appear on top of each other instead of " "next to each other." msgstr "對於 **棒形圖** 及 **折線圖** ,如果至少有兩個分組,可以使用堆疊選項,兩組數據會顯示在彼此之上,而不是彼此相鄰。" #: ../../content/applications/essentials/reporting.rst:154 msgid "Stacked bar chart" msgstr "堆疊棒形圖" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked bar chart example" msgstr "堆疊棒形圖示例" #: ../../content/applications/essentials/reporting.rst:159 msgid "Regular bar chart" msgstr "一般棒形圖" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked bar chart example" msgstr "非堆疊棒形圖示例" #: ../../content/applications/essentials/reporting.rst:164 msgid "Stacked line chart" msgstr "堆疊折線圖" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked line chart example" msgstr "堆疊折線圖示例" #: ../../content/applications/essentials/reporting.rst:169 #: ../../content/applications/essentials/reporting.rst:184 msgid "Regular line chart" msgstr "一般折線圖" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked line chart example" msgstr "非堆疊折線圖示例" #: ../../content/applications/essentials/reporting.rst:174 msgid "" "For **line** charts, you can use the cumulative option to sum values, which " "is especially useful to show the change in growth over a time period." msgstr "對於 **折線圖** ,可使用累計選項將數值加總,這對顯示一段時間內的增長率變化特別有用。" #: ../../content/applications/essentials/reporting.rst:179 msgid "Cumulative line chart" msgstr "累計折線圖" #: ../../content/applications/essentials/reporting.rst:0 msgid "Cumulative line chart example" msgstr "累計折線圖示例" #: ../../content/applications/essentials/reporting.rst:0 msgid "Regular line chart example" msgstr "一般折線圖示例" #: ../../content/applications/essentials/search.rst:3 msgid "Search and filter records" msgstr "搜尋與篩選記錄" #: ../../content/applications/essentials/search.rst:5 msgid "" "Odoo uses filters to include only the most relevant records depending on the" " purpose of the view you are on. However, you can edit the default filter or" " search for specific values." msgstr "Odoo 使用篩選器挑選最相關的記錄,視乎你正處於的檢視畫面有何用途。不過,你可以編輯預設篩選器,或搜尋特定值。" #: ../../content/applications/essentials/search.rst:11 msgid "Preconfigured filters" msgstr "預先配置篩選器" #: ../../content/applications/essentials/search.rst:13 msgid "" "You can modify the default selection of records by clicking " ":guilabel:`Filters` and selecting one or several **preconfigured filters**." msgstr "你可以按 :guilabel:`篩選` 並選擇一個或多個**預先配置的篩選器**,修改預設的記錄選擇。" #: ../../content/applications/essentials/search.rst:17 msgid "" "On the Sales Analysis report, only records at the sales order stage are " "selected by default. However, you could *also* include records at the " "quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could " "*only* include records from a specific year, for example *2022*, by " "selecting :menuselection:`Order Date --> 2022`." msgstr "" "在銷售分析報告內,預設只會選擇銷售訂單階段的記錄。不過,你*也*可以選擇 :guilabel:`報價` 以包括報價階段的記錄。此外,亦可選擇 " ":menuselection:`訂購日期 --> 2022`,以*只限*特定年份的記錄,例如*2022*。" #: ../../content/applications/essentials/search.rst:0 msgid "Using preconfigured filters on the Sales Analysis report" msgstr "在銷售分析報告中使用預設篩選器" #: ../../content/applications/essentials/search.rst:27 msgid "" "If you select preconfigured filters from the same group (i.e., that are " "*not* separated by an horizontal line), the records can match *any* " "condition to be included. However, if you select filters from different " "groups, the records have to match *all* condition to be included." msgstr "" "如果從同一組別中選擇預先配置篩選器(即它們*未被*水平線分隔),該些記錄可以符合*任何*條件以包括在內。但是,如果從不同組別選擇篩選器,則記錄必須符合*所有*條件,才可包括在內。" #: ../../content/applications/essentials/search.rst:34 msgid "Custom filters" msgstr "自訂篩選器" #: ../../content/applications/essentials/search.rst:36 msgid "" "You can create custom filters using most fields present on the model by " "clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, " "an operator, a value, and clicking :guilabel:`Apply`." msgstr "" "你可使用模型上的大多數欄位,建立自訂篩選器。方法是按一下 :menuselection:`篩選器 --> " "加入自訂篩選器`,選擇欄位、運算符及數值,然後按 :guilabel:`套用`。" #: ../../content/applications/essentials/search.rst:41 msgid "" "You could *only* include records from a single salesperson on the Sales " "Analysis report, for example *Mitchell Admin*, by selecting " ":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the " "operator, and typing `Mitchell Admin` as the value." msgstr "" "選擇 :guilabel:`銷售人員` 作為欄位,:guilabel:`等於` 作為運算符,並鍵入`Mitchell Admin` " "作為值,便可在銷售分析報告中*只*顯示某一位銷售人員的記錄,例如 *Mitchell Admin*。" #: ../../content/applications/essentials/search.rst:0 msgid "Using a custom filter on the Sales Analysis report" msgstr "在銷售分析報告中使用自訂篩選器" #: ../../content/applications/essentials/search.rst:50 msgid "" "If the records should *only* match one of several conditions, click " ":guilabel:`Add a condition` before applying a custom filter. If the records " "should match *all* conditions, add new custom filters instead." msgstr "" "如果記錄*只*符合幾個條件中的一個,請在套用自訂篩選器之前,按一下 :guilabel:`加入條件`。如果記錄應符合*所有*條件,請新增自訂篩選器。" #: ../../content/applications/essentials/search.rst:57 msgid "Search for values" msgstr "搜尋值" #: ../../content/applications/essentials/search.rst:59 msgid "" "You can use the search field to quickly look for specific values and add " "them as a filter. Either type the full value you are searching for and " "select the desired field, or type a part of the value, click the dropdown " "button (:guilabel:`⏵`) before the chosen field, and select the exact value " "you are looking for." msgstr "" "你可使用搜尋欄位,快速查找特定值,並將其新增為篩選器。請鍵入要搜尋的完整值,然後選擇所需的欄位;或鍵入值的一部份,按所選欄位前的下拉按鈕(:guilabel:`⏵`),然後選擇要搜尋的準確值。" #: ../../content/applications/essentials/search.rst:65 msgid "" "Instead of adding a custom filter to select records where *Mitchell Admin* " "is the salesperson on the Sales Analysis report, you could search for " "`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search" " Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`." msgstr "" "與其在銷售分析報告中加入自訂篩選器,以選擇銷售人員為*Mitchell Admin*的記錄,你可以直接搜尋`Mitch`,按一下 " ":guilabel:`搜尋銷售人員:Mitch` 旁邊的下拉按鈕(:guilabel:`⏵`),然後選擇 :guilabel:`Mitchell " "Admin`。" #: ../../content/applications/essentials/search.rst:0 msgid "Searching for a specific value on the Sales Analysis report" msgstr "在銷售分析報告中搜尋特定值" #: ../../content/applications/essentials/search.rst:75 msgid "" "Using the search field is equivalent to using the *contains* operator when " "adding a custom filter. If you enter a partial value and directly select the" " desired field, *all* records containing the characters you typed for the " "selected field will be included." msgstr "使用搜尋欄位相當於在加入自訂篩選器時使用 *包含* 運算符。如果輸入部份值並直接選擇所需欄位,會包含所選欄位中輸入字符的*所有*記錄。" #: ../../content/applications/essentials/search.rst:82 msgid "Group records" msgstr "將記錄分組" #: ../../content/applications/essentials/search.rst:84 msgid "" "You can click :guilabel:`Group By` below the search field to cluster records" " together according to one of the **preconfigured groups**." msgstr "你可按一下搜尋欄位下方的 :guilabel:`分組依據`,根據**預設分組**將同類記錄組合在一起。" #: ../../content/applications/essentials/search.rst:88 msgid "" "You could group the records by salesperson on the Sales Analysis report by " "clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No " "records are filtered out." msgstr "" "你可按一下 :guilabel:`分組依據` 並選擇 :guilabel:`銷售人員`,在銷售分析報告中按銷售人員對記錄進行分組。不會篩選走任何記錄。" #: ../../content/applications/essentials/search.rst:0 msgid "Grouping records on the Sales Analysis report" msgstr "銷售分析報告中將記錄分組" #: ../../content/applications/essentials/search.rst:95 msgid "" "You can **customize groups** by using a wide selection of fields present on " "the model. To do so, click :menuselection:`Group By --> Add Custom Group`, " "select a field, and click :guilabel:`Apply`." msgstr "" "你可使用模型上的各種欄位去**自訂組別**。方法是按一下 :menuselection:`分組依據 --> 加入自訂分組`,選擇一個欄位,然後按 " ":guilabel:`套用`。" #: ../../content/applications/essentials/search.rst:99 msgid "" "You can use several groups at the same time. The first group you select is " "the main cluster, the next one you add further divides the main group's " "categories, and so on." msgstr "可同時使用多個分組。選擇的第一個分組是主群組,而之後加入的下一個群組將進一步劃分主群組內的類別,餘此類推。"