# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Martin Trigaux, 2024 # Wil Odoo, 2024 # Tony Ng, 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-09-24 10:43+0000\n" "PO-Revision-Date: 2024-03-30 23:40+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:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "**活動** 是連結至 Odoo 資料庫中的記錄的後續跟進任務。" #: ../../content/applications/essentials/activities.rst:11 msgid "" "The icon used to display activities varies, depending on the :ref:`activity " "type `:" msgstr "用作表示「活動」的圖示會因應情況而有所不同,具體視乎 :ref:`活動類型 `:" #: ../../content/applications/essentials/activities.rst:14 msgid "" ":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr ":icon:`fa-clock-o` :guilabel:`(時鐘)` 圖示:預設的活動圖示。" #: ../../content/applications/essentials/activities.rst:15 msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr ":icon:`fa-phone` :guilabel:`(電話)` 圖示:已安排進行電話通話。" #: ../../content/applications/essentials/activities.rst:16 msgid "" ":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." msgstr ":icon:`fa-envelope` :guilabel:`(信封)` 圖示:已安排傳送電子郵件。" #: ../../content/applications/essentials/activities.rst:17 msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr ":icon:`fa-check` :guilabel:`(勾號)` 圖示:已安排「待辦事項」。" #: ../../content/applications/essentials/activities.rst:18 msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr ":icon:`fa-users` :guilabel:`(多人)` 圖示:已安排進行會議。" #: ../../content/applications/essentials/activities.rst:19 msgid "" ":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " "uploaded." msgstr ":icon:`fa-upload` :guilabel:`(上載)` 圖示:已安排上載文件。" #: ../../content/applications/essentials/activities.rst:20 msgid "" ":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" " request is scheduled." msgstr ":icon:`fa-pencil-square-o` :guilabel:`(請求簽名)` 圖示:已安排發出簽名請求。" #: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "排期活動" #: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " "`, :ref:`list view `, or " ":ref:`activities view ` of an application." msgstr "" "你可在資料庫中任何包含以下項目的頁面上安排活動:應用程式的 :ref:`聊天 ` " "對話串、:ref:`看板檢視畫面 `、:ref:`列表檢視畫面 `,或 " ":ref:`活動檢視畫面 `。" #: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "聊天視窗" #: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "你可在任何記錄上的聊天視窗內建立活動。" #: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " "window that appears, :ref:`fill out the Schedule Activity form " "`." msgstr "" "要安排新活動,按一下聊天視窗頂部的 :guilabel:`活動` 按鈕,然後在出現的 :guilabel:`預定活動` 彈出視窗中, " ":ref:`填寫「預定活動」表單 `。" #: ../../content/applications/essentials/activities.rst-1 msgid "New activity type form." msgstr "新活動類型表單。" #: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "看板檢視畫面" #: ../../content/applications/essentials/activities.rst:49 msgid "" "Activities can also be created from the :icon:`oi-view-kanban` " ":guilabel:`(Kanban)` view." msgstr "活動也可以在 :icon:`oi-view-kanban` :guilabel:`(看板)` 檢視畫面中建立。" #: ../../content/applications/essentials/activities.rst:51 msgid "" "To do so, click on the |clock| located at the bottom of an individual " "record." msgstr "要執行此操作,按一下位於個別記錄底部的 |clock| 。" #: ../../content/applications/essentials/activities.rst:53 msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "按一下 :guilabel:`+ 預定一項活動`,然後繼續 :ref:`填寫「預定活動」表單 `。" #: ../../content/applications/essentials/activities.rst-1 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:61 #: ../../content/applications/essentials/activities.rst:79 msgid "" "If a record already has a scheduled activity, the |clock| is replaced by the" " icon that represents the existing scheduled activity. Click on the activity" " type's icon to schedule another activity." msgstr "若記錄已有安排活動,會以目前已規劃活動的圖示,取代 |clock| 。按一下活動類型圖示,可安排另一項活動。" #: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "列表顯示" #: ../../content/applications/essentials/activities.rst:69 msgid "" "Activities can also be created from a :icon:`oi-view-list` " ":guilabel:`(list)` view." msgstr "活動也可以在 :icon:`oi-view-list` :guilabel:`(列表)` 檢視模式中建立。" #: ../../content/applications/essentials/activities.rst:71 msgid "" "If the :guilabel:`Activities` column is hidden, reveal it using the " ":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" "right of the top row." msgstr "" "若 :guilabel:`活動` 直欄被隱藏,請使用頂部列最右方的 :icon:`oi-settings-adjust` " ":guilabel:`(調整設定)` 圖示,將它設為顯示。" #: ../../content/applications/essentials/activities.rst:74 msgid "" "Then, click on the |clock| for the record the activity is being added to, " "and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " "Schedule Activity form ` that appears." msgstr "" "之後,按一下 |clock| 查看活動正被加入至的記錄,然後按一下 :guilabel:`+ 預定一項活動`,然後繼續 " ":ref:`填寫所顯示的「預定活動」表單 `。" #: ../../content/applications/essentials/activities.rst-1 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:89 msgid "Activity view" msgstr "活動檢視畫面" #: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" " |clock| is visible in the top-right corner of the main menu bar, amongst " "the other view option icons." msgstr "大部份 Odoo 應用程式都有其 **活動** 檢視畫面。如果有,主選單列的右上角會顯示 |clock| ,與其他檢視選項的圖示放在一起。" #: ../../content/applications/essentials/activities.rst:94 msgid "To open the activity view, click the |clock|." msgstr "要開啟活動檢視畫面,按一下 |clock|。" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "右上角選單,標示了活動圖示。" #: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "在此檢視畫面中,所有可用的活動都會在直欄中列出,而橫向的記項代表所有個別的記錄。" #: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "顯示為綠色的活動表示截止日期尚未到;顯示為橙色的活動表示今天到期;而顯示為紅色的活動,表示已過期。" #: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "每個直欄的彩色列,代表不同活動類型的記錄,顯示的數字表示該類型活動已安排了多少個。" #: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "若一項記錄安排了多種活動類型,方格內會顯示一個數字,表示所有類型已安排活動的總數。" #: ../../content/applications/essentials/activities.rst:113 msgid "" "Activity colors, and their relation to an activity's due date, are " "consistent throughout Odoo, regardless of the activity type, or the view." msgstr "活動顏色及其代表距離活動截止日期多久的關係,在整個 Odoo 系統內都是一致,不論活動類型或檢視畫面如何。" #: ../../content/applications/essentials/activities.rst:116 msgid "" "To schedule an activity for a record, hover over the corresponding field. " "Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " ":ref:`fill out the Schedule Activity form `." msgstr "" "若要為某項記錄預先安排活動,請將滑鼠停留在對應的欄位上,按一下所顯示的 :icon:`fa-plus` :guilabel:`(加號)` 圖示,然後繼續" " :ref:`填寫所顯示的「預定活動」表單 `。" #: ../../content/applications/essentials/activities.rst-1 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:127 msgid "Schedule Activity form" msgstr "預定活動表單" #: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " "views in an application, when available: the :ref:`Kanban view " "`, :ref:`list view `, or :ref:`activity " "view `." msgstr "" "系統內很多不同的地方都可安排活動,例如在某項記錄的 :ref:`聊天視窗 " "`,或在任何應用程式的以下檢視畫面(如有提供)::ref:`看板檢視 " "`、:ref:`列表檢視 ` 或 :ref:`活動檢視 " "` 畫面。" #: ../../content/applications/essentials/activities.rst:134 #: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "請在表單中輸入以下資訊:" #: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " ":guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other " "applications are installed, additional options may be available." msgstr "" ":guilabel:`活動類型`:從下拉式選單中,選擇活動類型。預設選項有::guilabel:`電郵`、:guilabel:`通話`、:guilabel:`會議`" " 或 :guilabel:`待辦事項`。視乎所安裝的其他應用程式,可能亦會有更多選項可用。" #: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr ":guilabel:`摘要`:輸入活動的簡短標題,例如 `討論提案`。" #: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr ":guilabel:`到期日`:使用日曆彈出視窗,選擇活動的截止日期。" #: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr ":guilabel:`已分配給`:預設會填入目前使用者至此欄位。若要為活動指派其他使用者,可從下拉式選單中選擇。" #: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr ":guilabel:`備註`:可在此欄位加入有關活動的任何額外資訊。" #: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "完成填寫 :guilabel:`預定活動` 彈出視窗後,按一下以下其中一個按鈕:" #: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr ":guilabel:`開啟日曆`:開啟使用者的日曆,以新增及安排活動。" #: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" "按一下活動舉行的日期及時間,系統會顯示 :guilabel:`新增活動` 彈出視窗。在 **預定活動** 彈出視窗中填寫的摘要,會自動填入 " ":guilabel:`標題` 欄位。" #: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" "在 :guilabel:`新增活動` 彈出視窗中輸入資料,然後按一下 :guilabel:`儲存並關閉` " "以安排活動。活動經安排後,會自動加入至聊天視窗的 :guilabel:`已規劃活動` 部份。" #: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" "**只有** 在 :guilabel:`活動類型` 設為 :guilabel:`通話` 或 :guilabel:`會議` 時,才會顯示 " ":guilabel:`開啟日曆` 按鈕。" #: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr ":guilabel:`安排`:將活動安排在預定時間,並將活動加入至聊天視窗的 :guilabel:`已規劃活動` 部份。" #: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" ":guilabel:`安排並標記為完成`: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,並會自動標記為已完成。" #: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " "automatically marked as done, and a new :guilabel:`Schedule Activity` pop-up" " window appears." msgstr "" ":guilabel:`完成並安排下一項`: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,並會自動標記為已完成。系統之後會顯示一個新的 :guilabel:`安排活動` 彈出視窗。" #: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." msgstr ":guilabel:`取消`:捨棄在 :guilabel:`安排活動` 彈出視窗所作的任何更改。" #: ../../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:178 msgid "All scheduled activities" msgstr "所有已安排活動" #: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " "the |clock| in the header menu, located in the top-right corner." msgstr "若要查看依據應用程式分類的綜合活動列表,按一下右上角頁首選單的 |clock|。" #: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " "bubble on the |clock|." msgstr "若有安排了任何活動,|clock| 會以紅色氣泡顯示活動數量。" #: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " "sub-section lists the number of scheduled activities that are " ":guilabel:`Late`, due :guilabel:`Today`, and scheduled in the " ":guilabel:`Future`." msgstr "" "所有應用程式的所有活動列表,會進一步細分為不同部份,指明活動應在應用程式中的哪個位置完成。每個部份都會列出有多少個活動已 :guilabel:`過期` " "、在 :guilabel:`今天` 到期,或已安排在 :guilabel:`未來` 日期。" #: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" "在 **休假** 應用程式中,有一項活動已安排在 **所有休假** 請求Dashboard中完成,另外有六項已安排在 **分配** " "Dashboard中完成。" #: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." msgstr "這些請求會在所有活動的下拉式選單中,分別在兩個獨立的列表中顯示:一個標記為 `休假`,另一個標記為 `休假分配`。" #: ../../content/applications/essentials/activities.rst:0 msgid "" "The list of activities that is accessed from the main menu bar. Two entries for the Time\n" "Off application are highlighted." msgstr "" "從主選單列可存取的活動清單。\n" "標示了休假申請的兩個記項。" #: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "索取文件" #: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " ":guilabel:`Request a Document` appears. Click :guilabel:`Request a " "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" ":guilabel:`請求文件` 選項位於 :ref:`所有已安排活動 ` 清單的底部,該處會顯示 " ":guilabel:`請求文件` 選項。按一下 :guilabel:`請求文件`,系統會顯示 :guilabel:`請求檔案` 彈出視窗。" #: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr ":guilabel:`文件名稱`:輸入所要求的文件名稱。" #: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr ":guilabel:`請求對象`:使用下拉式選單,選擇要向哪位使用者請求文件。" #: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " "Click :guilabel:`Days`, the default option, to reveal a drop-down menu. " "Select the desired time-frame option from the list. The options are " ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" ":guilabel:`到期距離`:輸入一個數值,以表示文件請求的到期時間。此欄位旁邊有一個 :guilabel:`天` " "欄位,而「日數」是預設選項。你可按一下 :guilabel:`天` 欄位,以顯示下拉式選單,並從選單中選擇所需的時間範圍選項:選項有 " ":guilabel:`天`、:guilabel:`星期` 及 :guilabel:`月`。" #: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr ":guilabel:`工作區`:使用下拉式選單,選擇文件要上載至哪個 :ref:`工作區 `。" #: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" ":guilabel:`標籤`:從下拉式選單中,選擇任何所需的標籤。此處顯示的可用標籤,是基於所選 :guilabel:`工作區` 配置了哪些標籤。" #: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr ":guilabel:`訊息`:在此欄位中,可輸入訊息解釋文件請求詳情。" #: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." msgstr "完成填寫所有欄位後,按一下 :guilabel:`請求` 以傳送文件請求。" #: ../../content/applications/essentials/activities.rst-1 msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "請求檔案表單,當中所有欄位已填寫,以索取某份合約。" #: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "活動類型" #: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " "setting --> Activity Types`." msgstr "" "要查看資料庫中目前已配置的活動類型,請前往 :menuselection:`設定應用程式 --> 聊天部份 --> 活動設定 --> 活動類型`。" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "設定應用程式聊天部份中的活動類型按鈕。" #: ../../content/applications/essentials/activities.rst:243 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:246 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-1 msgid "The list of activity types already configured and available." msgstr "已配置並可用的活動類型清單。" #: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "編輯活動類型" #: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "若要編輯現有的 :ref:`活動類型 `,請按一下活動類型,系統會載入活動類型表單。" #: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " ":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " ":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" "你可在活動類型表單中,進行任何所需的更改。表單會自動儲存,但你亦可隨時點按 :guilabel:`手動儲存` 選項,以手動儲存。此選項在頁面左上角,以 " ":icon:`fa-cloud-upload` :guilabel:`(雲端上載)` 圖示表示。" #: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "建立新的活動類型" #: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" "要建立新的 :ref:`活動類型” `,請在 :guilabel:`活動類型` 頁面按一下 " ":guilabel:`新增`,系統會載入一張空白的活動類型表單。" #: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "在表單頂部,輸入活動類型的 :guilabel:`名稱`,然後在表單中輸入以下資料:" #: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "活動設定部份" #: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr ":guilabel:`操作`:使用下拉式選單,選擇與此新活動類型關聯的操作。在某項活動獲安排後,某些操作會觸發特定行為,例如:" #: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr ":guilabel:`上載文件`:若選取,系統會將上載文件的連結,自動加入至聊天視窗的已規劃活動部份。" #: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr ":guilabel:`通話` 或 :guilabel:`會議`:若選取,使用者可以選擇開啟自己的日曆,為活動選取日期及時間。" #: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" ":guilabel:`請求簽名`:若選取,系統會將開啟簽名請求彈出視窗的連結,自動加入至聊天視窗的已規劃活動部份。此功能需要安裝 Odoo " "**電子簽名** 應用程式。" #: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "可用的活動類型會根據資料庫已安裝的應用程式,而有所不同。" #: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " "appears if :guilabel:`Upload Document` is selected for the " ":guilabel:`Action`." msgstr "" ":guilabel:`資料夾`:選擇指定的 :ref:`工作區 ` 資料夾,以儲存文件。 **只有** 在 " ":guilabel:`操作` 選項選擇了 :guilabel:`上載文件` 時,才會顯示此欄位。" #: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "使用下拉式選單,選擇儲存文件的 :guilabel:`資料夾`。" #: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " "type is scheduled. If this field is left blank, the activity is assigned to " "the user who creates the activity." msgstr "" ":guilabel:`預設使用者`:從下拉式選單中,選擇一名使用者,以在此類型的活動獲安排時,自動將此活動指派給選定的使用者。如果此欄位留空,活動將會指派給建立活動的使用者。" #: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr ":guilabel:`預設摘要`:輸入每次建立此活動類型時,都要附上的備註。" #: ../../content/applications/essentials/activities.rst:302 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:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" ":guilabel:`完成後繼續顯示`:勾選此方格後,標記為 `已完成` 的活動會繼續在 :ref:`活動檢視畫面 " "` 中顯示。" #: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr ":guilabel:`預設備註`:輸入需要為活動附上的備註。" #: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "下一活動部份" #: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "活動可設置為自動建議或觸發另一項活動。要執行此操作,請前往 :guilabel:`下一活動` 部份進行設置。" #: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " "the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` " "field is displayed." msgstr "" ":guilabel:`連鎖類型`:從下拉式選單中,選擇 :guilabel:`建議下一活動` 或 " ":guilabel:`觸發下一活動`。系統會根據所選的選項,顯示 :guilabel:`建議` 或 :guilabel:`觸發` 欄位。" #: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "若 :guilabel:`操作` 設為 :guilabel:`上載文件`,便 **不會** 顯示 :guilabel:`連鎖類型` 欄位。" #: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" " :guilabel:`Trigger`. Using the drop-down menu, select the activity to " "recommend or schedule as a follow-up task to the activity type." msgstr "" ":guilabel:`建議/觸發`:根據所選的 :guilabel:`連鎖類型`,此欄位會顯示 :guilabel:`建議` 或 " ":guilabel:`觸發`。使用下拉式選單,選擇要為該活動類型建議或安排的跟進任務。" #: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr ":guilabel:`安排時間`:設定何時建議或觸發下一活動。" #: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "首先,輸入一個數值,表示何時建議或觸發活動。" #: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" " desired time-frame option from the list. The options are :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" "此欄位旁邊有一個 :guilabel:`天` 欄位,而「日數」是預設選項。你可按一下 :guilabel:`天` " "欄位,以顯示下拉式選單,並從選單中選擇所需的時間範圍選項:選項有 :guilabel:`天`、:guilabel:`星期` 及 " ":guilabel:`月`。" #: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " ":guilabel:`after completion date`." msgstr "最後,使用下拉式選單,選擇應安排或觸發該活動的時機: :guilabel:`前一活動到期後` 或 :guilabel:`完成日期後`。" #: ../../content/applications/essentials/activities.rst-1 msgid "A new Activity form with all the fields filled out." msgstr "新活動表單,所有欄位已填寫。" #: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr ":doc:`../productivity/discuss`" #: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr ":doc:`../productivity/discuss/team_communication`" #: ../../content/applications/essentials/activities.rst:345 msgid ":doc:`../sales/crm/optimize/utilize_activities`" msgstr ":doc:`../sales/crm/optimize/utilize_activities`" #: ../../content/applications/essentials/contacts.rst:5 msgid "Contacts" msgstr "聯絡人" #: ../../content/applications/essentials/contacts.rst:7 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:12 msgid "Contact form" msgstr "聯絡人表單" #: ../../content/applications/essentials/contacts.rst:14 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:18 msgid "Contact type" msgstr "聯絡人類型" #: ../../content/applications/essentials/contacts.rst:20 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:24 msgid "Name" msgstr "名稱" #: ../../content/applications/essentials/contacts.rst:26 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:30 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:35 msgid "Address" msgstr "地址" #: ../../content/applications/essentials/contacts.rst:37 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:40 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:46 msgid "Additional fields" msgstr "額外欄位" #: ../../content/applications/essentials/contacts.rst:48 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:50 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:51 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:53 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:55 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:57 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:59 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:60 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:61 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:63 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:68 msgid "Contacts & Addresses tab" msgstr "聯絡人及地址分頁" #: ../../content/applications/essentials/contacts.rst:70 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:74 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:82 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:85 msgid "Select any of the following options:" msgstr "請選擇以下其中一個選項:" #: ../../content/applications/essentials/contacts.rst:87 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:88 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:89 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:90 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:91 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:97 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:100 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:103 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:106 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:109 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:113 msgid "Sales & Purchase tab" msgstr "銷售及採購分頁" #: ../../content/applications/essentials/contacts.rst:115 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:118 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:122 msgid "Sales section" msgstr "銷售部份" #: ../../content/applications/essentials/contacts.rst:124 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:128 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:133 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:136 msgid "Point Of Sale section" msgstr "POS 銷售點部份" #: ../../content/applications/essentials/contacts.rst:138 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:143 msgid "Purchase section" msgstr "採購部份" #: ../../content/applications/essentials/contacts.rst:145 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:149 msgid "Misc section" msgstr "雜項部份" #: ../../content/applications/essentials/contacts.rst:151 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:161 msgid "Accounting tab" msgstr "會計分頁" #: ../../content/applications/essentials/contacts.rst:163 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:166 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:170 msgid "Internal Notes tab" msgstr "內部備註分頁" #: ../../content/applications/essentials/contacts.rst:172 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:176 msgid "Partner Assignment tab" msgstr "合作夥伴指派分頁" #: ../../content/applications/essentials/contacts.rst:178 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 *Resellers* module is " "installed." msgstr "" "之後是 :guilabel:`合作夥伴指派` 分頁。預設情況下,此分頁包括 :guilabel:`地理位置` 部份及其他與合作夥伴相關的選項,例如 " ":guilabel:`合作夥伴啟動` 及 :guilabel:`合作夥伴審核` 的配置。這些選項 **只會** 在安裝了 **經銷商** " "模組後,才會顯示。" #: ../../content/applications/essentials/contacts.rst:183 msgid "" "Follow the :doc:`Resellers documentation " "<../sales/crm/track_leads/resellers>` for more information on publishing " "partners on the website." msgstr "" "請參閱 :doc:`經銷商使用說明 <../sales/crm/track_leads/resellers>` " ",以了解更多有關在網站上發佈合作夥伴資訊的詳情。" #: ../../content/applications/essentials/contacts.rst:187 msgid "Membership tab" msgstr "會員分頁" #: ../../content/applications/essentials/contacts.rst:189 msgid "" "Finally, there is the :guilabel:`Membership` tab on contact forms, 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* application is installed." msgstr "" "最後,聯絡表單上還有 :guilabel:`會籍` 分頁,可以幫助使用者管理各項提供予該聯絡人的會籍或會員資格。請留意,此分頁 **只會** 在安裝了 " "**會員** 應用程式後,才會顯示。" #: ../../content/applications/essentials/contacts.rst:194 msgid "Activate membership" msgstr "啟動會籍" #: ../../content/applications/essentials/contacts.rst:196 msgid "" "To activate a contact's membership, click :guilabel:`Buy Membership` in the " ":guilabel:`Membership` tab of a contact form. On the pop-up window that " "appears, select a :guilabel:`Membership` from the drop-down menu. Then, " "configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " "when both fields are filled in." msgstr "" "要啟動聯絡人的會籍或會員資格,請在聯絡人表單的 :guilabel:`會籍` 分頁,按一下 " ":guilabel:`購買會籍`。系統會顯示一個彈出視窗,請從該處的下拉式選單中,選擇 :guilabel:`會籍`,之後設置一個 " ":guilabel:`會員價`。完成填寫兩個欄位後,按一下 :guilabel:`開立會籍發票`。" #: ../../content/applications/essentials/contacts.rst:201 msgid "" "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " "checkbox, in the :guilabel:`Membership` tab of a contact form." msgstr "或者,若想提供免費會籍,可在聯絡人表單的 :guilabel:`會籍` 分頁中,勾選 :guilabel:`免費會員` 方格。" #: ../../content/applications/essentials/contacts.rst:205 msgid "" "Follow the :doc:`Members documentation <../sales/members>` for more " "information on publishing members on the website." msgstr "請參閱 :doc:`會員功能使用說明 <../sales/members>`,以了解有關在網站上發佈會員資訊的詳情。" #: ../../content/applications/essentials/contacts.rst:209 msgid "Smart buttons" msgstr "智能按鈕" #: ../../content/applications/essentials/contacts.rst:211 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:214 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:218 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:222 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:225 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:231 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:234 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:238 msgid "Archive contacts" msgstr "封存聯絡人" #: ../../content/applications/essentials/contacts.rst:240 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:244 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:246 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:250 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:256 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:257 msgid "" "`Odoo's eLearning Contacts tutorial " "`_" msgstr "" "`Odoo 線上學習 - 聯絡人教學 " "`_" #: ../../content/applications/essentials/contacts/merge.rst:3 msgid "Merge contacts" msgstr "合併聯絡人" #: ../../content/applications/essentials/contacts/merge.rst:5 msgid "" "Odoo's *Contacts* application allows user's to merge duplicate contacts, " "without losing any information in the process. This keeps the database " "organized, and prevents contacts from being contacted by more than one " "salesperson." msgstr "" "Odoo 的 **聯絡人** " "應用程式,讓使用者可合併重複的聯絡人,過程中不會遺失任何資訊。這樣可以讓資料庫保持整齊簡潔,亦可避免多名不同銷售人員接觸同一聯絡人。" #: ../../content/applications/essentials/contacts/merge.rst:12 msgid "Merge duplicate contacts" msgstr "合併重複聯絡人" #: ../../content/applications/essentials/contacts/merge.rst:15 msgid "" "Merging is an irreversible action. Do **not** merge contacts unless " "absolutely certain they should be combined." msgstr "合併操作不可還原。除非你絕對確定需要合併,否則 **不要執行** 合併聯絡人操作。" #: ../../content/applications/essentials/contacts/merge.rst:18 msgid "" "Navigate to the :menuselection:`Contacts app`, and select the :icon:`oi-" "view-list` :guilabel:`(list)` icon. Select two or more duplicate contacts " "from the list, and tick the checkbox (on the far-left) for the contacts that" " should be merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, " "and select :guilabel:`Merge` from the resulting drop-down menu." msgstr "" "前往 :menuselection:`聯絡人應用程式` 並選擇 :icon:`oi-view-list` :guilabel:`(清單)` " "圖示。從清單中,選取兩個或更多重複的聯絡人,勾選需要合併的聯絡人最左邊的勾選方格。之後,按一下 :icon:`fa-cog` " ":guilabel:`操作` 圖示,並在出現的下拉式選單中選擇 :guilabel:`合併`。" #: ../../content/applications/essentials/contacts/merge.rst-1 msgid "The merge contacts option in the Contacts application." msgstr "聯絡人應用程式中的合併聯絡人選項。" #: ../../content/applications/essentials/contacts/merge.rst:27 msgid "" "This opens the :guilabel:`Merge` pop-up window. From here, review the " "details of the contacts before confirming they should be merged. If any " "contacts in the list should **not** be merged, click the :icon:`fa-times` " ":guilabel:`(delete)` icon at the far right of the contact." msgstr "" "此操作會開啟 :guilabel:`合併` 彈出視窗。你可先在該處審閱聯絡人的詳細資料,才確認是否要合併。若清單中有任何聯絡人 **不應** " "合併,請按一下聯絡人最右邊的 :icon:`fa-times` :guilabel:`(刪除)` 圖示。" #: ../../content/applications/essentials/contacts/merge.rst:32 msgid "" "Click the individual contact to open the record for that contact, and view " "additional information." msgstr "按一下個別聯絡人,以開啟該聯絡人的記錄,以及查看其他資訊。" #: ../../content/applications/essentials/contacts/merge.rst-1 msgid "The merge pop-up window in the Contacts application." msgstr "聯絡人應用程式中的合併彈出視窗。" #: ../../content/applications/essentials/contacts/merge.rst:39 msgid "" "Click the :guilabel:`Destination Contact` field, and select an option from " "the drop-down list. This field defaults to the contact record that was " "created first in the system." msgstr "按一下 :guilabel:`目標聯絡人` 欄位,然後從下拉式清單中,選擇其中一個選項。此欄位預設設為系統內最先建立的聯絡人記錄。" #: ../../content/applications/essentials/contacts/merge.rst:42 msgid "" "After confirming the information on the pop-up window, click " ":guilabel:`Merge Contacts`." msgstr "確認彈出視窗中的資訊後,按一下 :guilabel:`合併聯絡人`。" #: ../../content/applications/essentials/contacts/merge.rst:45 msgid "Deduplicate contacts" msgstr "為聯絡人消除重複" #: ../../content/applications/essentials/contacts/merge.rst:47 msgid "" "After the merge is finished, a pop-up window appears confirming it is " "complete. This pop-up window also contains a :guilabel:`Deduplicate the " "other Contacts` button. This feature searches for duplicated records, based " "on selected criteria, and merges them automatically, or after manual " "approval." msgstr "" "合併完成後,系統會顯示一個彈出視窗,確認合併已完成。此彈出視窗亦包括一個 :guilabel:`為其他聯絡人消除重複` " "按鈕。此功能可根據選定的準則,搜尋有資料重複的記錄,然後自動合併或經手動批核後合併。" #: ../../content/applications/essentials/contacts/merge.rst:52 msgid "" "Click the :guilabel:`Deduplicate the other Contacts` button to open the " ":guilabel:`Deduplicate Contacts` pop-up window." msgstr "按一下 :guilabel:`為其他聯絡人消除重複` 按鈕,以開啟 :guilabel:`為聯絡人消除重複` 彈出視窗。" #: ../../content/applications/essentials/contacts/merge.rst:55 msgid "" "Select one or more fields to be used in the search for duplicated records. " "Duplicated contacts can be searched, based on the following criteria:" msgstr "選擇要用作搜尋重複記錄的一個或多個欄位。系統可根據以下條件,搜尋重複的聯絡人:" #: ../../content/applications/essentials/contacts/merge.rst:58 msgid ":guilabel:`Email`" msgstr ":guilabel:`電郵`" #: ../../content/applications/essentials/contacts/merge.rst:59 msgid ":guilabel:`Name`" msgstr ":guilabel:`名稱`" #: ../../content/applications/essentials/contacts/merge.rst:60 msgid ":guilabel:`Is Company`" msgstr ":guilabel:`是公司`" #: ../../content/applications/essentials/contacts/merge.rst:61 msgid ":guilabel:`VAT`" msgstr ":guilabel:`增值稅`" #: ../../content/applications/essentials/contacts/merge.rst:62 msgid ":guilabel:`Parent Company`" msgstr ":guilabel:`母公司`" #: ../../content/applications/essentials/contacts/merge.rst:65 msgid "" "If more than one field is selected, only records that have **all** fields in" " common are suggested as duplicates." msgstr "若選取多於一個欄位,系統只會在 **所有** 所選欄位資料都相同時,才會將聯絡人記錄標示為重複項目。" #: ../../content/applications/essentials/contacts/merge.rst:68 msgid "" "If necessary, select criteria to be used to exclude potential duplicates " "from the search. Potential duplicates can be excluded from the search, based" " on the following criteria:" msgstr "如有需要,也可在搜尋中選用條件,以排除潛在重複的項目。系統可根據以下條件,在搜尋中排除潛在重複項目:" #: ../../content/applications/essentials/contacts/merge.rst:71 msgid ":guilabel:`A user associated to the contact`" msgstr ":guilabel:`與聯絡人相關聯的使用者`" #: ../../content/applications/essentials/contacts/merge.rst:72 msgid ":guilabel:`Journal Items associated to the contact`" msgstr ":guilabel:`與聯絡人相關聯的日記賬項目`" #: ../../content/applications/essentials/contacts/merge.rst:74 msgid "" "After confirming the search criteria, click either :guilabel:`Merge with " "Manual Check`, :guilabel:`Merge Automatically`, or :guilabel:`Merge " "Automatically all process`." msgstr "" "確認搜尋條件後,按一下 :guilabel:`手動檢查合併`、:guilabel:`自動\n" "合併` 或 :guilabel:`自動合併所有流程`。" #: ../../content/applications/essentials/contacts/merge.rst:77 msgid "" "If :guilabel:`Merge with Manual Check` is selected, complete the merge by " "following the :ref:`steps above `." msgstr "" "若選擇 :guilabel:`手動檢查合併`,請依照 :ref:`上述步驟 ` 完成合併。" #: ../../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:8 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:12 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:19 msgid "Export data from Odoo" msgstr "從 Odoo 匯出數據" #: ../../content/applications/essentials/export_import_data.rst:21 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:25 msgid "" "With Odoo, the values can be exported from any field in any record. To do " "so, activate the list view (|list|), on the items that need to be exported, " "then select the records that should be exported. To select a record, tick " "the checkbox next to the corresponding record. Finally, click on |actions|, " "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:34 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:41 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 :ref:`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:46 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:49 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:53 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:55 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:58 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:60 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. Click the :guilabel:`💾 (floppy drive)` icon to save the " "configuration. 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:67 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:74 msgid "Import data into Odoo" msgstr "匯入數據至 Odoo" #: ../../content/applications/essentials/export_import_data.rst:76 msgid "" "Importing data into Odoo is extremely helpful during implementation, or in " "times where data needs to be :ref:`updated in bulk `. The following documentation covers how to import data into an Odoo " "database." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:81 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:85 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:93 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:96 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:100 msgid "Get started" msgstr "開始" #: ../../content/applications/essentials/export_import_data.rst:102 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:106 msgid "" "Open the view of the object to which the data should be imported/populated, " "and click on :menuselection:`⚙️ (Action) --> Import records`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Action menu revealed with the import records option highlighted." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:113 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:119 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:127 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:132 msgid "Adapt a template" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:134 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:138 msgid "Once the template is downloaded, proceed to follow these steps:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:140 msgid "Add, remove, and sort columns to best fit the data structure." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:141 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:143 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:151 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:159 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:162 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:170 msgid "Import from another application" msgstr "從另一應用程式匯入" #: ../../content/applications/essentials/export_import_data.rst:172 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:175 msgid "" "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:177 msgid "" ":ref:`Update imports `: import the same file several" " times without creating duplicates." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:179 msgid ":ref:`Import relation fields `." msgstr ":ref:`匯入關係欄位 `。" #: ../../content/applications/essentials/export_import_data.rst:181 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:184 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:188 msgid "" "It should be noted that conflicts occur if two (or more) records have the " "same *External ID*." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:191 msgid "Field missing to map column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:193 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:196 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:199 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:202 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:210 msgid "Change data import format" msgstr "更改資料匯入格式" #: ../../content/applications/essentials/export_import_data.rst:213 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:219 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides " ":guilabel:`Formatting` options." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:222 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:227 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:232 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:238 msgid "Import numbers with currency signs" msgstr "匯入數字連貨幣符號" #: ../../content/applications/essentials/export_import_data.rst:240 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:246 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:250 msgid "" "Examples of supported numbers (using 'thirty-two thousand' as the figure):" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:252 msgid "32.000,00" msgstr "32.000,00" #: ../../content/applications/essentials/export_import_data.rst:253 msgid "32000,00" msgstr "32000,00" #: ../../content/applications/essentials/export_import_data.rst:254 msgid "32,000.00" msgstr "32,000.00" #: ../../content/applications/essentials/export_import_data.rst:255 msgid "-32000.00" msgstr "-32000.00" #: ../../content/applications/essentials/export_import_data.rst:256 msgid "(32000.00)" msgstr "(32000.00)" #: ../../content/applications/essentials/export_import_data.rst:257 msgid "$ 32.000,00" msgstr "$ 32.000,00" #: ../../content/applications/essentials/export_import_data.rst:258 msgid "(32000.00 €)" msgstr "(32000.00 €)" #: ../../content/applications/essentials/export_import_data.rst:260 msgid "Example that will not work:" msgstr "不支援的例子:" #: ../../content/applications/essentials/export_import_data.rst:262 msgid "ABC 32.000,00" msgstr "ABC 32.000,00" #: ../../content/applications/essentials/export_import_data.rst:263 msgid "$ (32.000,00)" msgstr "$ (32.000,00)" #: ../../content/applications/essentials/export_import_data.rst:266 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:271 msgid "Import preview table not displayed correctly" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:273 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:279 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:287 msgid "Change CSV file format in spreadsheet application" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:289 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:295 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:299 msgid "Difference between Database ID and External ID" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:301 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:306 msgid "**Only one** mechanism should be used per field that is imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:308 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:310 msgid ":guilabel:`Country`: the name or code of the country" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:311 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:313 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:316 msgid "" "For the country of Belgium, for example, use one of these three ways to " "import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:318 msgid ":guilabel:`Country`: `Belgium`" msgstr ":guilabel:`國家/地區`:`比利時`" #: ../../content/applications/essentials/export_import_data.rst:319 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:320 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:322 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:325 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:327 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:330 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:333 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:338 msgid "" ":download:`CSV file for categories " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:340 msgid "" ":download:`CSV file for Products " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:346 msgid "Import relation fields" msgstr "匯入關係欄位" #: ../../content/applications/essentials/export_import_data.rst:348 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:352 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:357 msgid "Options for multiple matches on fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:359 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:366 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:370 msgid "Import many2many relationship fields" msgstr "匯入 many2many(多對多)關係欄位" #: ../../content/applications/essentials/export_import_data.rst:372 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:376 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:379 msgid "Import one2many relationships" msgstr "匯入 one2many(一對多)關係" #: ../../content/applications/essentials/export_import_data.rst:381 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:386 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:389 msgid "" ":download:`File for some Quotations " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:392 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:395 msgid "" ":download:`Purchase orders with their respective purchase order lines " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:398 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:401 msgid "" ":download:`Customers and their respective contacts " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:405 msgid "Import records several times" msgstr "多次匯入記錄" #: ../../content/applications/essentials/export_import_data.rst:407 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:412 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:414 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:418 msgid "Value not provided for a specific field" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:420 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:425 msgid "Export/import different tables from an SQL application to Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:427 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:431 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:436 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:440 msgid "" "Test this example, with a :download:`sample of a PostgreSQL database " "`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:443 msgid "" "First, export all companies and their *External ID*. In PSQL, write the " "following command:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:449 msgid "" "This SQL command creates the following :abbr:`CSV (Comma-separated Values)` " "file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:458 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:465 msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:475 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:481 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/export_import_data.rst:489 msgid "Update data in Odoo" msgstr "在 Odoo 內更新資料" #: ../../content/applications/essentials/export_import_data.rst:491 msgid "" "Existing data can be updated in bulk through a data import, as long as the " ":ref:`External ID ` remains consistent." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:495 msgid "Prepare data export" msgstr "準備資料匯出" #: ../../content/applications/essentials/export_import_data.rst:497 msgid "" "To update data through an import, first navigate to the data to be updated, " "and select the |list| to activate list view. On the far-left side of the " "list, tick the checkbox for any record to be updated. Then, click |actions|," " and select :icon:`fa-upload` :guilabel:`Export` from the drop-down menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:502 msgid "" "On the resulting :guilabel:`Export Data` pop-up window, tick the checkbox " "labeled, :guilabel:`I want to update data (import-compatible export)`. This " "automatically includes the *External ID* in the export. Additionally, it " "limits the :guilabel:`Fields to export` list to **only** include fields that" " are able to be imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:508 msgid "" "The :guilabel:`External ID` field does **not** appear in the " ":guilabel:`Fields to export` list unless it is manually added, but it is " "still included in the export. However, if the :guilabel:`I want to update " "data (import-compatible export)` checkbox is ticked, it is included in the " "export." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:512 msgid "" "Select the required fields to be included in the export using the " ":ref:`options ` on the pop-up window, then click " ":guilabel:`Export`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:516 msgid "Import updated data" msgstr "匯入已更新數據" #: ../../content/applications/essentials/export_import_data.rst:518 msgid "" "After exporting, make any necessary changes to the data file. When the file " "is ready, it can be :ref:`imported ` by following the same " "process as a normal data import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:522 msgid "" "When updating data, it is extremely important that the *External ID* remain " "consistent, as this is how the system identifies a record. If an ID is " "altered, or removed, the system may add a duplicate record, instead of " "updating the existing one." 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 Marketing <../marketing/sms_marketing>`" 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_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 an :guilabel:`IAP Service` 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 its " ":guilabel:`Account Information` page, where additional credits can be " "purchased." msgstr "" "之後會顯示 :guilabel:`IAP 帳戶` 頁面,列出資料庫使用的各項 |IAP| 服務。在此處按一下某個 |IAP| 服務,開啟其 " ":guilabel:`帳戶資訊` 頁面,可在該處購買額外點數。" #: ../../content/applications/essentials/in_app_purchase.rst:158 msgid "" "On the :guilabel:`Account Information` 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:167 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:172 msgid "Low-credit notification" msgstr "點數偏低通知" #: ../../content/applications/essentials/in_app_purchase.rst:174 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:177 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:181 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 :guilabel:`Account Information` page." msgstr "" "可用的 |IAP| 帳戶會顯示在 :guilabel:`IAP 帳戶` 頁面上的列表檢視畫面。在此處,按一下所需的 |IAP| 帳戶以查看該服務的 " ":guilabel:`帳戶資訊` 頁面。" #: ../../content/applications/essentials/in_app_purchase.rst:184 msgid "" "On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` " "checkbox. Doing so reveals two fields on the form: :guilabel:`Threshold` and" " :guilabel:`Warning Email`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:187 msgid "" "In the :guilabel:`Threshold` field, enter an amount of credits Odoo should " "use as the minimum threshold for this service. In the :guilabel:`Warning " "Email` field, enter the email address that receives the notification." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:191 msgid "" "Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the " "balance of credits falls below the amount listed as the " ":guilabel:`Threshold`." msgstr "點數結餘低於 :guilabel:`門檻值` 數量時,Odoo 會向 :guilabel:`警告電郵` 發送點數偏低警報。" #: ../../content/applications/essentials/keyboard_shortcuts.rst:3 msgid "Keyboard shortcuts" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:5 msgid "" "Users in Odoo can utilize several keyboard shortcuts to navigate through " "modules, execute actions, and manage data." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:9 msgid "" "Hold :kbd:`Ctrl` to view the keyboard shortcuts assigned to each element on " "the interface." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:0 msgid "A selection of keyboard shortcuts in Odoo." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:16 msgid "" "Some keyboard shortcuts may not be available on different versions of Odoo " "or effective depending on browsers, extensions, or other individual " "settings." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:20 msgid "Keyboard shortcuts by operating system" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:22 msgid "" "Below is a list of some of the most commonly used keyboard shortcuts within " "Odoo, listed by operating system." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:29 msgid "Description" msgstr "說明" #: ../../content/applications/essentials/keyboard_shortcuts.rst:30 msgid "Windows / Linux" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:31 msgid "macOS" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:32 msgid "Previous breadcrumb" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:33 msgid ":kbd:`Alt` + :kbd:`B`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:34 msgid ":kbd:`Ctrl` + :kbd:`B`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:35 msgid "Create new record" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:36 msgid ":kbd:`Alt` + :kbd:`C`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:37 msgid ":kbd:`Ctrl` + :kbd:`C`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:38 msgid "Odoo Home Page" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:39 msgid ":kbd:`Alt` + :kbd:`H`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:40 msgid ":kbd:`Ctrl` + :kbd:`H`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:41 msgid "Discard changes" msgstr "捨棄變更" #: ../../content/applications/essentials/keyboard_shortcuts.rst:42 msgid ":kbd:`Alt` + :kbd:`J`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:43 msgid ":kbd:`Ctrl` + :kbd:`J`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:44 msgid "Save changes" msgstr "儲存變更" #: ../../content/applications/essentials/keyboard_shortcuts.rst:45 msgid ":kbd:`Alt` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:46 msgid ":kbd:`Ctrl` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:47 msgid "Next page" msgstr "下一頁" #: ../../content/applications/essentials/keyboard_shortcuts.rst:48 msgid ":kbd:`Alt` + :kbd:`N`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:49 msgid ":kbd:`Ctrl` + :kbd:`N`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:50 msgid "Previous page" msgstr "上一頁" #: ../../content/applications/essentials/keyboard_shortcuts.rst:51 msgid ":kbd:`Alt` + :kbd:`P`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:52 msgid ":kbd:`Ctrl` + :kbd:`P`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:53 msgid "Search" msgstr "搜尋" #: ../../content/applications/essentials/keyboard_shortcuts.rst:54 msgid ":kbd:`Alt` + :kbd:`Q`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:55 msgid ":kbd:`Ctrl` + :kbd:`Q`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:56 msgid "Select menus" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:57 msgid ":kbd:`Alt` + :kbd:`1-9`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:58 msgid ":kbd:`Ctrl` + :kbd:`1-9`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:59 msgid "Create a new To-Do" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:60 msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`T`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:61 msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`T`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:62 msgid "Search a Knowledge article" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:63 msgid ":kbd:`Alt` + :kbd:`F`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:64 msgid ":kbd:`Ctrl` + :kbd:`F`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:65 msgid "Share a Knowledge article" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:66 msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:67 msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:68 msgid "Open command palette" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:69 msgid ":kbd:`Ctrl` + :kbd:`K`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:70 msgid ":kbd:`Command` + :kbd:`K`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:73 msgid "" "After opening the command palette, search using the following keyboard " "shortcuts:" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:75 msgid ":kbd:`/`: search for menus, applications, and modules." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:76 msgid ":kbd:`@`: search for users." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:77 msgid ":kbd:`#`: search for **Discuss** channels." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:78 msgid ":kbd:`?`: search for **Knowledge** articles." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:80 msgid "" "Enter a name (or term) in the search bar, or use the arrow keys to scroll " "through the available options. Then, click :kbd:`Ctrl` + :kbd:`Enter` to " "open the selected app, module, or menu in a new tab." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:0 msgid "The command palette in Odoo, with the menu search option selected." 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 "按翻轉數軸按鈕(: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, filter, and group records" msgstr "搜尋、篩選及將記錄分組" #: ../../content/applications/essentials/search.rst:5 msgid "" "Odoo allows for the searching, filtering, and grouping of records in a view " "to display only the most relevant records. The search bar is located at the " "top of the view, start typing to :ref:`search for values `, " "or click the :guilabel:`🔽 (down arrow)` icon to access the :ref:`Filter " "`, :ref:`Group By `, and :ref:`Favorites " "` drop-down menus." msgstr "" "Odoo 讓使用者在檢視畫面中搜尋、篩選及將記錄分組,以只顯示最相關的記錄。搜尋列位於檢視畫面頂部,在該處開始輸入便可 :ref:`搜尋值 " "`,或按一下 :guilabel:`🔽 (向下箭嘴)` 圖示,以存取 :ref:`篩選器 " "`、:ref:`分組依據 ` 及 :ref:`最愛 ` " "下拉式選單。" #: ../../content/applications/essentials/search.rst:14 msgid "Search for values" msgstr "搜尋值" #: ../../content/applications/essentials/search.rst:16 msgid "" "Use the search field to quickly look for specific values, and add them as a " "filter. Type the value to search for, and select the desired option from the" " drop-down menu to apply the search filter." msgstr "使用搜尋欄位,快速尋找特定的值,並可將搜尋條件新增為篩選器。首先,輸入要搜尋的值,然後從下拉式選單中選擇所需的選項,以套用搜尋篩選器。" #: ../../content/applications/essentials/search.rst:20 msgid "" "Instead of adding a :ref:`custom filter ` to select " "records where *Mitchell Admin* is the salesperson on the *Sales Analysis* " "report (:menuselection:`Sales app --> Reporting --> Sales`), search for " "`Mitch`, and click the :guilabel:`⏵ (right arrow)` next to :guilabel:`Search" " Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`." msgstr "" "與其使用 :ref:`自訂篩選器 ` 去選取所有 **Mitchell Admin** 是 " "**銷售分析** 報告中銷售人員的記錄(:menuselection:`銷售應用程式 --> 報告 --> 銷售`),你可在搜尋列搜尋 " "`Mitch`,然後按一下 :guilabel:`搜尋銷售人員:Mitch` 旁邊的 :guilabel:`⏵ (右箭嘴)`,並選擇 " ":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:30 msgid "" "Using the search field is equivalent to using the *contains* operator when " "adding a :ref:`custom filter `. If a partial value is" " entered, and the desired field is directly selected (without selecting the " ":guilabel:`⏵ (right arrow)`), *all* records containing the typed characters " "for the selected field are included." msgstr "" "使用搜尋欄位相當於在新增 :ref:`自訂篩選器 ` " "時,使用「包含」運算符。如果輸入某值的一部份,然後直接選擇所需欄位(而不點按 :guilabel:`⏵ (右箭頭)` 選項), **所有** " "在所選欄位包含已輸入字元的記錄,都會包括在其中。" #: ../../content/applications/essentials/search.rst:38 msgid "Filters" msgstr "篩選" #: ../../content/applications/essentials/search.rst:40 msgid "" "Filters are used to select records that meet specific criteria. The default " "selection of records is specific to each view, but can be modified by " "selecting one (or several) :ref:`preconfigured filters " "`, or by adding a :ref:`custom filter " "`." msgstr "" "篩選器是用於選取符合指定條件的記錄。預設選取甚麼記錄是視乎個別檢視畫面而有不同,但可以透過選擇一個(或幾個) :ref:`預先配置篩選器 " "`,或新增 :ref:`自訂篩選器 ` " "去進行修改。" #: ../../content/applications/essentials/search.rst:47 msgid "Preconfigured filters" msgstr "預先配置篩選器" #: ../../content/applications/essentials/search.rst:49 msgid "" "Modify the default selection of records by clicking the :guilabel:`🔽 (down " "arrow)` icon from the search bar, and selecting one (or several) " "*preconfigured filters* from the :guilabel:`Filters` drop-down menu." msgstr "" "要修改預設選取的記錄,按一下搜尋列中的 :guilabel:`🔽 (向下箭嘴)` 圖示,然後從 :guilabel:`篩選器` " "下拉式選單中,選擇一個(或多個) **預先配置篩選器** 。" #: ../../content/applications/essentials/search.rst:54 msgid "" "On the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> " "Sales`), only records that are at the *sales order* stage, with an *order " "date* within the last 365 days, are selected by default." msgstr "" "在 **銷售分析** 報告中(:menuselection:`銷售應用程式 --> 報告 --> 銷售`),預設只會選擇處於 **銷售訂單** " "階段,而且 **訂單日期** 是在過去 365 天內的記錄。" #: ../../content/applications/essentials/search.rst:58 msgid "" "To also include records at the *quotation* stage, select " ":guilabel:`Quotations` from the :guilabel:`Filters`." msgstr "若要同時包括在 **報價單** 階段的記錄,可在 :guilabel:`篩選器` 中選擇 :guilabel:`報價單`。" #: ../../content/applications/essentials/search.rst:61 msgid "" "Furthermore, to *only* include sales order and quotation records from a " "specific year, like 2024, for example, first remove the existing `Order " "Date: Last 365 Days` filter, by clicking the :guilabel:`❌ (remove)` icon, " "then select :menuselection:`Order Date --> 2024`." msgstr "" "此外,若要 **只包括** 個別年份(例如 2024 年)的銷售單及報價單記錄,你可首先按一下 :guilabel:`❌ (移除)` 圖示,移除現有的 " "`訂單日期:過去 365 天` 篩選器,然後選擇 :menuselection:`訂單日期 --> 2024`。" #: ../../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:70 msgid "" "The preconfigured :guilabel:`Filters` are grouped, and each group is " "separated by a horizontal line. Selecting preconfigured filters from the " "same group allows records to match *any* of the applied conditions. However," " selecting filters from different groups requires records to match *all* of " "the applied conditions." msgstr "" "預先配置的 :guilabel:`篩選器` 會被分組,每個組別由水平線分隔。若選取同一組別的預先配置篩選器,可允許記錄配對 **任何** " "已套用的條件。不過,若從不同組別中選取篩選器,記錄便需要符合 **所有** 已套用條件。" #: ../../content/applications/essentials/search.rst:78 msgid "Custom filters" msgstr "自訂篩選器" #: ../../content/applications/essentials/search.rst:80 msgid "" "If the :ref:`preconfigured filters ` are not " "specific enough, add a custom filter. To do so, click the :guilabel:`🔽 (down" " arrow)` icon in the search bar, then select :menuselection:`Filters --> Add" " Custom Filter`." msgstr "" "如果 :ref:`預先配置篩選器 ` " "不夠仔細,可加入自訂篩選器。要執行此操作,按一下搜尋列中的 :guilabel:`🔽 (向下箭嘴)` 圖示,然後選擇 " ":menuselection:`篩選器 --> 新增自訂篩選器`。" #: ../../content/applications/essentials/search.rst:84 msgid "" "The :guilabel:`Add Custom Filter` pop-up window displays the matching " "option, filter rule, and a toggle to :guilabel:`Include archived` records." msgstr ":guilabel:`加入自訂篩選器` 彈出視窗會顯示符合的選項、篩選規則,以及是否 :guilabel:`包括已封存` 記錄的切換按鈕。" #: ../../content/applications/essentials/search.rst-1 msgid "The Add Custom Filter pop-up window." msgstr "加入自訂篩選器彈出視窗。" #: ../../content/applications/essentials/search.rst:91 msgid "" "The default matching configuration is to :guilabel:`Match any of the " "following rules`, indicating that each filter rule is applied independently." " To change the matching configuration to :guilabel:`Match all of the " "following rules`, at least two filter rules must be added to the custom " "filter." msgstr "" "預設的配對配置,是 :guilabel:`符合以下任何一項規則`,即每項篩選規則是獨立套用及考慮的。若要將配對配置改為 " ":guilabel:`符合以下所有規則`,便必須為自訂篩選器加入最少兩項篩選規則。" #: ../../content/applications/essentials/search.rst:96 msgid "" ":guilabel:`Match all 🔽 of the following rules`: **all** of the filter rules " "must be met. Logically, this is an *AND* (`&`) operation." msgstr ":guilabel:`符合以下所有 🔽 規則`:必須符合 **所有** 篩選規則。邏輯上,這是一個 **AND** (與、`&`)運算。" #: ../../content/applications/essentials/search.rst:98 msgid "" ":guilabel:`Match any 🔽 of the following rules`: **any** of the filter rules " "can be met. Logically, this is an *OR* (`|`) operation." msgstr "" ":guilabel:`符合以下任何一項 🔽 規則`:可以只符合 **任何一項** 篩選規則。邏輯上,這是一個 **OR** (或、`|`)運算。" #: ../../content/applications/essentials/search.rst:101 msgid "" "By default, a single filter rule is added to the custom filter. The " "following describes the structure of a filter rule:" msgstr "預設情況下,自訂篩選器中會加入一項篩選規則。下文解述篩選規則的結構:" #: ../../content/applications/essentials/search.rst:104 msgid "" "The first inline field is the *field name* to filter by. Some fields have " "refined parameters that are nested within another field. These fields have " "an :guilabel:`> (arrow)` icon beside them, which can be selected to reveal " "the nested fields." msgstr "" "第一個內文欄位是篩選依據的 **欄位名稱** 。部份欄位具有以巢狀形式嵌套在另一欄位中的精細參數。這些欄位旁邊有一個 :guilabel:`> " "(箭嘴)` 圖示,可點選該圖示以顯示嵌套欄位。" #: ../../content/applications/essentials/search.rst:107 msgid "" "The second inline field is the conditional *operator* used to compare the " "field name to the value. The :ref:`available conditional operators " "` are specific to the field's data type." msgstr "" "第二個內文欄位是條件 **運算符** ,用於將欄位名稱與值進行比較。有哪些 :ref:`可用的條件運算符 " "` 是視乎欄位的資料類型的。" #: ../../content/applications/essentials/search.rst:110 msgid "" "The third inline field is the variable *value* of the field name. The value " "input may appear as a drop-down menu, a text input, a number input, a " "date/time input, a boolean selector, or it may be blank, depending on the " "operator used and the field's data type." msgstr "" "第三個內文欄位是欄位名稱的變數 **值** " "。值的輸入位置可能顯示為下拉式選單、文字輸入欄位、數字輸入欄位、日期/時間輸入欄位、布林值(真假值)選擇器,或者可能為空白欄位,具體視乎所使用的運算符及欄位的資料類型。" #: ../../content/applications/essentials/search.rst:114 msgid "" "Three inline buttons are also available to the right of the rule's filter " "criteria:" msgstr "在規則的篩選條件右方,還有三個內文按鈕:" #: ../../content/applications/essentials/search.rst:116 msgid ":guilabel:`➕ (plus sign)`: adds a new rule below the existing rule." msgstr ":guilabel:`➕ (加號)`:在現有規則下方加入新規則。" #: ../../content/applications/essentials/search.rst:117 msgid "" ":guilabel:`(Add branch)`: adds a new group of rules below the existing rule," " with the :guilabel:`any` and :guilabel:`all` matching options available to " "define how each rule within this branch is applied to the filter. If the " "matching option is set to the same as the parent group, the fields are moved" " to join the parent group." msgstr "" ":guilabel:`(新增分支)`:在現有規則下方加入新一組規則,並使用符合 :guilabel:`任何一項` 或 :guilabel:`所有` " "條件的選項,去定義此分支中每項規則將如何套用至篩選器。如果配對選項設為與母項組別相同,欄位將會移動,以加入母項組別。" #: ../../content/applications/essentials/search.rst:123 msgid "" "If the matching option is set to :guilabel:`Match all 🔽 of the following " "rules`, and a new branch is added with its matching option changed from " ":guilabel:`any 🔽 of` to :guilabel:`all 🔽 of`, the newly-added branch " "disappears, and its group of rules are moved to the parent group." msgstr "" "若配對選項設為 :guilabel:`符合以下所有 🔽 規則`,然後加入一個新分支,而分支的配對選項由 :guilabel:`任何一項 🔽` 更改為 " ":guilabel:`所有 🔽`,那麼新加入的分支便會消失,分支內的各項規則會被移動至母項組別。" #: ../../content/applications/essentials/search.rst:128 msgid "" ":guilabel:`🗑️ (garbage can)`: deletes the node. If a branch node is deleted," " all children of that node are deleted, as well." msgstr ":guilabel:`🗑️ (垃圾桶)`:用作刪除節點。如果刪除分支的某個節點,該節點的所有子項規則也會刪除。" #: ../../content/applications/essentials/search.rst:131 msgid "" "A new filter rule can be added to the custom filter by clicking the " ":guilabel:`New Rule` button." msgstr "你可按一下 :guilabel:`新增規則` 按鈕,將新的篩選規則加入至自訂篩選器。" #: ../../content/applications/essentials/search.rst:133 msgid "" "Once the filter criteria are defined, click :guilabel:`Add` to add the " "custom filter to the view." msgstr "定義篩選條件後,按一下 :guilabel:`加入` 將自訂篩選器加入至檢視畫面中。" #: ../../content/applications/essentials/search.rst:136 msgid "" "To target all leads and opportunities from the :menuselection:`CRM` app that" " are in the *Won* stage, and have an expected revenue greater than $1,000, " "the following should be entered:" msgstr "" "若要尋找 :menuselection:`客戶關係` 應用程式內,已達 **成交** (贏得)階段而且預期收入超過 $1,000 " "的所有潛在客戶及銷售機會,應輸入以下內容:" #: ../../content/applications/essentials/search.rst:139 msgid ":guilabel:`Match all 🔽 (down arrow) of the following rules:`" msgstr ":guilabel:`符合以下所有 🔽 (向下箭嘴) 規則:`" #: ../../content/applications/essentials/search.rst:141 msgid ":guilabel:`Stage` :guilabel:`is in` :guilabel:`Won`" msgstr ":guilabel:`階段` :guilabel:`是在` :guilabel:`已贏得`" #: ../../content/applications/essentials/search.rst:142 msgid ":guilabel:`Expected Revenue` :guilabel:`>` `1,000`" msgstr ":guilabel:`預期收入` :guilabel:`>` `1,000`" #: ../../content/applications/essentials/search.rst:143 msgid ":guilabel:`any 🔽 (down arrow)` :guilabel:`of:`" msgstr ":guilabel:`任何一項 🔽 (向下箭嘴)` :guilabel:`以下:`" #: ../../content/applications/essentials/search.rst:145 msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Lead`" msgstr ":guilabel:`類型` :guilabel:`=` :guilabel:`潛在客戶`" #: ../../content/applications/essentials/search.rst:146 msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`" msgstr ":guilabel:`類型` :guilabel:`=` :guilabel:`銷售機會`" #: ../../content/applications/essentials/search.rst:0 msgid "Adding a custom filter to filter specific records in CRM." msgstr "加入自訂篩選器,以篩選客戶關係應用程式中的指定記錄。" #: ../../content/applications/essentials/search.rst:153 msgid "" "Activate :ref:`developer-mode` to reveal each field's technical name and " "data type, as well as the :guilabel:`# Code editor` text area below the " "filter rules, to view and edit the domain manually." msgstr "" "啟動 :ref:`developer-mode` 以顯示每個欄位的技術名稱及資料類型,並可透過篩選規則下方的 :guilabel:`# 程式碼編輯器` " "文字區域,手動檢視及編輯搜尋域。" #: ../../content/applications/essentials/search.rst:160 msgid "Group records" msgstr "將記錄分組" #: ../../content/applications/essentials/search.rst:162 msgid "" "The display of records in a view can be clustered together, according to one" " of the *preconfigured groups*. To do so, click the :guilabel:`🔽 (down " "arrow)` icon in the search bar, then select one of the :guilabel:`Group By` " "options from the drop-down menu." msgstr "" "檢視畫面中顯示的記錄,可以根據 **預先配置群組** 分組顯示。要執行此操作,按一下搜尋列中的 :guilabel:`🔽 (向下箭嘴)` " "圖示,然後從下拉式選單中選擇一個 :guilabel:`分組依據` 選項。" #: ../../content/applications/essentials/search.rst:167 msgid "" "To group the records by salesperson on the *Sales Analysis* report " "(:menuselection:`Sales app --> Reporting --> Sales`), click the " ":guilabel:`Salesperson` option from the :guilabel:`Group By` drop-down menu." " The view changes to group the records by salesperson, without filtering out" " any records." msgstr "" "若要在 **銷售分析** 報告中(:menuselection:`銷售應用程式 --> 報告 --> 銷售`),按銷售人員將記錄分組,可按一下 " ":guilabel:`分組依據` 下拉式選單中的 :guilabel:`銷售人員` 選項。檢視畫面會變為按銷售人員將記錄分組,而不會篩選掉任何記錄。" #: ../../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:176 msgid "" "It is possible to *customize groups* by using a field present on the model. " "To do so, click :menuselection:`Add Custom Group`, and select a field from " "the drop-down menu." msgstr "" "你可以使用模型中現有的欄位去 **自訂群組** 。要執行此操作,按一下 :menuselection:`加入自訂群組`,然後從下拉式選單中選擇一個欄位。" #: ../../content/applications/essentials/search.rst:180 msgid "" "Several groups can be used at the same time. The first group that is " "selected is the main cluster, the next one that is added further divides the" " main group's categories, and so on. Furthermore, filters and groups can be " "used together to refine the view even more." msgstr "" "你亦可同時使用多個群組。第一個選取的組別是主群組,之後加入的群組會進一步劃分主群組的不同類別,餘此類推。此外,也可同時使用篩選器及群組,再進一步挑選檢視畫面的資料。" #: ../../content/applications/essentials/search.rst:187 msgid "Comparison" msgstr "比較" #: ../../content/applications/essentials/search.rst:189 msgid "" "Certain reporting dashboards include a :guilabel:`Comparison` section in the" " drop-down menus of their :guilabel:`Search...` bars. This includes the " ":doc:`Overall Equipment Effectiveness " "<../inventory_and_mrp/manufacturing/reporting/oee>` report for the " "*Manufacturing* app, and the :doc:`Purchase " "<../inventory_and_mrp/purchase/advanced/analyze>` report for the *Purchase* " "app, among others." msgstr "" "部份報告Dashboard在其 :guilabel:`搜尋⋯` 列的下拉式選單中,有提供 :guilabel:`比較` 部份,包括 **製造管理** " "應用程式的 :doc:`設備綜合效率 <../inventory_and_mrp/manufacturing/reporting/oee>` 報告,以及" " **採購** 應用程式的 :doc:`採購 <../inventory_and_mrp/purchase/advanced/analyze>` " "報告等等。" #: ../../content/applications/essentials/search.rst:195 msgid "" "The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used" " to compare data from two different time periods. There are two comparison " "options to choose from: :guilabel:`(Time Filter): Previous Period` and " ":guilabel:`(Time Filter): Previous Year`." msgstr "" "在 :icon:`fa-adjust` :guilabel:`比較` 部份中的選項,是用作比較兩個不同時期的數據。有兩項比較選項可供選擇: " ":guilabel:`(時間篩選器) 上一期間` 及 :guilabel:`(時間篩選器) 上一年`。" #: ../../content/applications/essentials/search.rst:200 msgid "" "For some reports, the :guilabel:`Comparison` section **only** appears in the" " :guilabel:`Search...` bar drop-down menu if one (or more) time periods have" " been selected in the :guilabel:`Filters` column. This is because, if no " "time period is specified, there is nothing to compare." msgstr "" "部份報告 **只會** 在 :guilabel:`篩選器` 直欄選取了一個(或多個)時期的情況下,才會在 :guilabel:`搜尋⋯` " "列的下拉式選單中顯示 :guilabel:`比較` 部份。這是因為,如果未有指定時期,就沒有數據可以比較。" #: ../../content/applications/essentials/search.rst:205 msgid "" "Additionally, some reports only allow use of the :guilabel:`Comparison` " "feature when the :icon:`fa-pie-chart` :guilabel:`(pie chart)` graph type, or" " the :icon:`oi-view-pivot` :guilabel:`(pivot)` view, is selected. A " ":guilabel:`Comparison` option can be selected even if another view is " "enabled, but doing so does **not** change the way data is displayed on the " "report." msgstr "" "此外,部份報告只會在選擇了 :icon:`fa-pie-chart` :guilabel:`(圓形圖)` 圖表類型,或選用 :icon:`oi-" "view-pivot` :guilabel:`(樞紐分析)` 檢視模式時,才允許使用 :guilabel:`比較` " "功能。即使啟用了另一個檢視畫面,仍可選用 :guilabel:`比較` 選項,但這樣做 **不會** 改變報告顯示資料的方式。" #: ../../content/applications/essentials/search.rst-1 msgid "The Search... bar for the production analysis report." msgstr "生產分析報告的「搜尋⋯」列。" #: ../../content/applications/essentials/search.rst:215 msgid "" "To view data using one of the two comparisons, begin by selecting a time " "period in the :guilabel:`Filters` column of the :guilabel:`Search...` bar " "drop-down menu. Then, select either :guilabel:`(Time Filter): Previous " "Period` or :guilabel:`(Time Filter): Previous Year` in the " ":guilabel:`Comparison` section." msgstr "" "若要使用兩種比較選項的其中一種去檢視數據,請先在 :guilabel:`搜尋⋯` 列下拉式選單的 :guilabel:`篩選器` " "直欄中,選擇一個期間。之後,在 :guilabel:`比較` 部份中,選擇 :guilabel:`(時間篩選器):上一期間` 或 " ":guilabel:`(時間篩選器):上一年`。" #: ../../content/applications/essentials/search.rst:220 msgid "" "With one of the :guilabel:`Comparison` options enabled, the report compares " "the data for the selected period, with the data for the same unit of time " "(month, quarter, year), one period or year prior. The way the data is " "displayed depends on the selected view:" msgstr "" "啟用其中一個 :guilabel:`比較` " "選項後,報告會將所選期間的資料,與相同時間單位(月份、季度、年份)的上一個期間或上一年的資料進行比較。資料的顯示方式要視乎所選的檢視畫面:" #: ../../content/applications/essentials/search.rst:224 msgid "" "The :icon:`fa-bar-chart` :guilabel:`(bar chart)` shows two bars, side-by-" "side, for each unit of time for the selected time period. The left bar " "represents the selected time period, while the right bar represents the " "previous time period." msgstr "" ":icon:`fa-bar-chart` :guilabel:`(棒形圖)` " "會為所選期間內的每個時間單位,並排顯示兩個長條形狀。左邊的長條代表所選的期間,右邊的長條代表上一個期間。" #: ../../content/applications/essentials/search.rst:227 msgid "" "The :icon:`fa-line-chart` :guilabel:`(line chart)` is displayed with two " "lines, one representing the selected time period, and the other representing" " the previous time period." msgstr ":icon:`fa-line-chart` :guilabel:`(折線圖)` 會顯示兩條折線,一條代表所選的期間,另一條代表上一個期間。" #: ../../content/applications/essentials/search.rst:229 msgid "" "The :icon:`fa-pie-chart` :guilabel:`(pie chart)` appears as a large circle " "with a smaller circle inside. The larger circle represents the selected time" " period, while the smaller circle represents the previous time period." msgstr "" ":icon:`fa-pie-chart` :guilabel:`(圓形圖)` " "會顯示一個大圓圈,裏面有一個小圓圈。較大的圓圈代表所選的期間,較小的圓圈代表上一個期間。" #: ../../content/applications/essentials/search.rst:232 msgid "" "The :icon:`oi-view-pivot` :guilabel:`(pivot table)` is displayed with each " "column split into two smaller columns. The right column represents the " "selected time period, while the left column represents the previous time " "period." msgstr "" ":icon:`oi-view-pivot` :guilabel:`(樞紐分析表)` " "會將每直欄分割成兩個較小的直欄顯示。右邊一欄代表所選的期間,左邊一欄代表上一個期間。" #: ../../content/applications/essentials/search.rst:237 msgid "" "In the :guilabel:`Production Analysis` report of the " ":menuselection:`Manufacturing` app, data for the second quarter of 2024 is " "compared to data for the second quarter of 2023. :guilabel:`Q2` is selected " "in the :guilabel:`End Date` filter section of the :guilabel:`Search...` bar " "drop-down menu. In the :guilabel:`Comparison` section, :guilabel:`End Date: " "Previous Year` is selected." msgstr "" "在 :menuselection:`製造管理` 應用程式的 :guilabel:`生產分析` 報告中,比較了 2024 年第二季的數據與 2023 " "年第二季的數據。在 :guilabel:`搜尋⋯` 列下拉式選單的 :guilabel:`結束日期` 篩選器部份中,選擇了 :guilabel:`Q2`" " (第二季)。在 :guilabel:`比較` 部份,選擇了 :guilabel:`結束日期:上一年`。" #: ../../content/applications/essentials/search.rst:242 msgid "" "The current year is 2024, so the larger circle shows data for the second " "quarter (Q2) of 2024. The smaller circle shows data for the second quarter " "(Q2) of 2023, which is the same time period, but one *year* prior." msgstr "" "目前的年份是 2024 年,因此較大的圓圈顯示 2024 年第二季(Q2)的數據。較小的圓圈顯示 2023 年第二季(Q2)的數據,即 **上一年** " "的同期。" #: ../../content/applications/essentials/search.rst:246 msgid "" "If :guilabel:`End Date: Previous Period` is selected instead, the smaller " "circle shows data for the first quarter (Q1) of 2024, which is the same time" " period, but one *period* prior." msgstr "" "若改為選擇 :guilabel:`結束日期:上一期間`,較小的圓圈將顯示 2024 年第一季(Q1)的數據,即同一時期的 **上一個期間** 。" #: ../../content/applications/essentials/search.rst:0 msgid "The comparison view of the Production Analysis report." msgstr "生產分析報告的比較檢視畫面。" #: ../../content/applications/essentials/search.rst:256 msgid "Favorites" msgstr "最愛" #: ../../content/applications/essentials/search.rst:258 msgid "" "Favorites are a way to save a specific search for future use, or as the new " "default filter for the view." msgstr "「最愛」是一種儲存特定搜尋條件以供日後使用,或作為檢視畫面新的預設篩選器的方式。" #: ../../content/applications/essentials/search.rst:261 msgid "" "To save the current view as a favorite, click the :guilabel:`🔽 (down arrow)`" " icon in the search bar, then select the :guilabel:`Save current search` " "drop-down menu to display the following options:" msgstr "" "若要將目前的檢視畫面儲存為最愛,可按一下搜尋列中的 :guilabel:`🔽 (向下箭嘴)` 圖示,然後選擇 :guilabel:`儲存目前搜尋` " "下拉式選單,以顯示下列選項:" #: ../../content/applications/essentials/search.rst:265 msgid "Filter name: name of the favorited search." msgstr "篩選器名稱:最愛搜尋的名稱。" #: ../../content/applications/essentials/search.rst:266 msgid "" ":guilabel:`Default filter`: sets the favorited search as the default filter " "for the view." msgstr ":guilabel:`預設篩選器`:將最愛搜尋設為檢視畫面的預設篩選器。" #: ../../content/applications/essentials/search.rst:267 msgid "" ":guilabel:`Shared`: makes the favorited search available to all users. By " "default, the favorited search is only available to the user who created it." msgstr ":guilabel:`共用`:讓所有使用者都可使用此最愛搜尋。預設情況下,最愛搜尋只限建立的使用者使用。" #: ../../content/applications/essentials/search.rst:270 msgid "" "Once the options are set, click :guilabel:`Save` to save the favorited " "search." msgstr "完成設定選項後,按一下 :guilabel:`儲存`,以儲存最愛搜尋。" #: ../../content/applications/essentials/search.rst-1 msgid "Saving a favorite search on the Sales Analysis report" msgstr "在銷售分析報告中儲存最愛搜尋" #: ../../content/applications/essentials/search.rst:276 msgid "" "Saved favorites can be accessed by clicking the :guilabel:`🔽 (down arrow)` " "icon in the search bar, then selecting the saved filter in the " ":guilabel:`Favorites` drop-down menu. To remove a saved favorite, click the " ":guilabel:`🗑️ (garbage can)` icon next to the favorited search." msgstr "" "你可按一下搜尋列中的 :guilabel:`🔽 (向下箭嘴)` 圖示,然後在 :guilabel:`最愛` " "下拉式選單中,選擇已儲存的篩選器,以存取已儲存的最愛項目。若要刪除已儲存的最愛項目,請按一下最愛搜尋旁邊的 :guilabel:`🗑️ (垃圾桶)` " "圖示。" #: ../../content/applications/essentials/search.rst:281 msgid "" "To view *all* favorited searches, first activate :ref:`developer-mode`, and " "navigate to :menuselection:`Settings app --> Technical --> User Interface: " "User-defined Filters`. From here, all favorited searches can be viewed, " "edited, archived, or deleted." msgstr "" "若要查看 **所有** 最愛搜尋,首先啟動 :ref:`developer-mode`,然後前往 :menuselection:`設定應用程式 --> " "技術 --> 操作介面:自訂篩選器`。在該處,你可查看、編輯、封存或刪除所有最愛搜尋。"