# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Tiffany Chang, 2024 # 5cad1b0f1319985f8413d48b70c3c192_b038c35, 2024 # Maxime Chambreuil , 2024 # Laura Piraux , 2024 # Eloïse Stilmant , 2024 # Vallen Delobel , 2024 # Sébastien BÜHL , 2024 # Fernanda Marques , 2024 # Martin Trigaux, 2024 # David David , 2024 # Jérôme Tanché , 2024 # Renaud de Colombel , 2024 # Camille Dantinne , 2024 # Priscilla (prs) Odoo , 2024 # Cécile Collart , 2024 # Manon Rondou, 2025 # Wil Odoo, 2025 # Jolien De Paepe, 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: 2024-10-08 06:34+0000\n" "Last-Translator: Jolien De Paepe, 2025\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: fr\n" "Plural-Forms: nplurals=3; plural=(n == 0 || n == 1) ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "Ventes" #: ../../content/applications/sales/crm.rst:8 msgid "CRM" msgstr "CRM" #: ../../content/applications/sales/crm.rst:10 msgid "" "**Odoo CRM** helps you organize your sales activities: track leads, close " "opportunities and get accurate forecasts. Keep opportunities organized with " "the pipeline and manage your day-to-day activities with meetings and next " "activities." msgstr "" "**Odoo CRM** vous aide à organiser vos activités de vente : suivez les " "pistes, concluez les opportunités et obtenez des prévisions précises. Gardez" " les opportunités organisées grâce au pipeline et gérez vos activités " "quotidiennes en utilisant les réunions et les prochaines activités." #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "`Tutoriels Odoo : CRM `_" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "Acquérir des pistes" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "Convertir des pistes en opportunités" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" "*Leads* act as a qualifying step before an opportunity is created. This " "provides additional time to review its potential, and gauge its viability, " "before the opportunity is assigned to a salesperson." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 #: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/configuration.rst:54 #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:35 #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:9 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:72 #: ../../content/applications/sales/point_of_sale/preparation.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10 #: ../../content/applications/sales/sales/gelato.rst:15 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:13 #: ../../content/applications/sales/subscriptions/closing.rst:9 #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:17 msgid "Configuration" msgstr "Configuration" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" "To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " "Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " "Then, click :guilabel:`Save`." msgstr "" "Pour activer le paramètre des *pistes*, allez à l'application " ":menuselection:`CRM --> Configuration --> Paramètres` et cochez la case à " "côté de :guilabel:`Pistes`. Cliquez ensuite sur :guilabel:`Enregistrer`." #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads setting on CRM configuration page." msgstr "Paramètre des pistes sur la page de configuration CRM." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" "Activating this feature adds a new menu option, :guilabel:`Leads`, to the " "header bar, located along the top of the screen." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads menu on CRM application." msgstr "Le menu des pistes dans l'application CRM." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 msgid "" "Once the *Leads* setting has been activated, it applies to all sales teams " "by default. To turn off leads for a specific team, navigate to " ":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " "team from the list to open that team's configuration page. Clear the " ":guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` " "field, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:36 msgid "Convert a lead into an opportunity" msgstr "Convertir une piste en opportunité" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 msgid "" "To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app" " --> Leads`, and click on a lead from the list to open it." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:42 msgid "" "If a :guilabel:`Similar Leads` smart button appears at the top of the page " "for the lead, it indicates a similar lead or opportunity already exists in " "the database. Before converting this lead, click the smart button to confirm" " if the lead should be merged." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:0 msgid "Close up of a lead with emphasis on the Similar Leads smart button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:50 msgid "" "Click the :guilabel:`Convert to Opportunity` button, located at the top-left" " of the page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity button on a lead record." msgstr "Le bouton Créer une opportunité sur l'enregistrement d'une piste." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" "This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the " ":guilabel:`Conversion Action` field, select the :guilabel:`Convert to " "opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 msgid "" "To merge this lead with an existing similar lead or opportunity, select " ":guilabel:`Merge with existing opportunities` in the :guilabel:`Conversion " "Action` field. This generates a list of the similar leads/opportunities to " "be merged." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:64 #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:38 msgid "" "When merging, Odoo gives priority to whichever lead/opportunity was created " "in the system first, merging the information into the first created " "lead/opportunity. However, if a lead and an opportunity are being merged, " "the resulting record is referred to as an opportunity, regardless of which " "record was created first." msgstr "" "Lors de la fusion, Odoo privilégie la piste/l'opportunité qui a été créée en" " premier lieur dans le système, fusionnant les informations dans la " "piste/l'opportunité créée en premier. Cependant, si une piste et une " "opportunité sont fusionnées, l'enregistrement résultant est intitulé " "opportunité, quel que soit l'enregistrement créé en premier." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:69 msgid "" "Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" " the opportunity should be assigned. Neither field is required, though if a " "selection is made in the :guilabel:`Salesperson` field, the :guilabel:`Sales" " Team` field is populated automatically, based on the salesperson's team " "assignments." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:74 msgid "" "If the lead has already been assigned to a salesperson or a team, these " "fields automatically populate with that information." msgstr "" "Si la piste est déjà assignée à un vendeur ou à une équipe, ces champs sont " "remplis automatiquement avec ces informations." #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity pop-up." msgstr "Fenêtre contextuelle permettant de créer une opportunité." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:81 msgid "" "Under the :guilabel:`Customer` heading, choose from the following options:" msgstr "" "Dans la section :guilabel:`Client`, vous pouvez choisir entre les options " "suivantes : " #: ../../content/applications/sales/crm/acquire_leads/convert.rst:83 msgid "" ":guilabel:`Create a new customer`: choose this option to use the information" " in the lead to create a new customer record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:85 msgid "" ":guilabel:`Link to an existing customer`: choose this option, then select a " "customer from the resulting drop-down menu, to link this opportunity to an " "existing customer record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:87 msgid "" ":guilabel:`Do not link to a customer`: choose this option to convert the " "lead, but not link it to a new or existing customer." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 msgid "" "Lastly, when all configurations are complete, click :guilabel:`Create " "Opportunity`." msgstr "" "Enfin, lorsque toutes les configurations sont terminées, cliquez sur " ":guilabel:`Créer une opportunité`." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:92 msgid "" "To view the newly created opportunity, navigate to :menuselection:`CRM app " "--> My Pipeline`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 msgid "" "Some filters may need to be removed from the :guilabel:`Search...` bar on " "the top :guilabel:`Pipeline` page to view all opportunities." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:3 msgid "Create leads (from email or manually)" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:8 msgid "" "Leads can be added to the *CRM* app from custom email aliases, and by " "manually creating new records. This is in addition to the leads and " "opportunities created in the app through the :doc:`website contact form " "`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:12 msgid "" "First, ensure the *Leads* feature is enabled in the database by navigating " "to :menuselection:`CRM app --> Configuration --> Settings`. Tick the " ":guilabel:`Leads` checkbox, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:19 msgid "Configure email aliases" msgstr "Configurer les alias d'email" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:21 msgid "" "Each sales team has the option to create and utilize their own unique email " "alias. When messages are sent to this address, a lead (or opportunity), is " "created with the information from the message." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:25 msgid "" "To create or update a sales teams' email alias, navigate to " ":menuselection:`CRM app --> Configuration --> Sales Teams`. Click on a team " "from the list to open the team's details page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The sales team details page, focused on the email alias section." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:32 msgid "" "In the :guilabel:`Email Alias` field, enter a name for the email alias, or " "edit the existing name. In the :guilabel:`Accept Emails From` field, use the" " drop-down menu to choose who is allowed to send messages to this email " "alias:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:36 msgid ":guilabel:`Everyone`: messages are accepted from any email address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:37 msgid "" ":guilabel:`Authenticated Partners`: only accepts messages from email " "addresses associated with a a partner (contact or customer) record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:39 msgid "" ":guilabel:`Followers only`: only accepts messages from those who are " "following a record related to the team, such as a lead or opportunity. " "Messages are also accepted from team members." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:41 msgid "" ":guilabel:`Authenticated Employees`: only accepts messages from email " "addresses that are connected to a record in the *Employees* app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:45 msgid "Leads created from email" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:47 msgid "" "Leads created from email alias messages can be viewed by navigating to " ":menuselection:`CRM app --> Leads`. Click a lead from the list to open it, " "and view the details." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:50 msgid "" "The email received by the alias is added to the *chatter* thread for the " "lead. The subject line of the message is added to the title field, and the " ":guilabel:`Email` field is updated with the contact's email address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The chatter thread of a newly created lead in the CRM app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:59 msgid "" "If the *leads* feature is **not** enabled on the database, messages to the " "email alias are added to the database as opportunities." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:63 msgid ":doc:`../../../general/email_communication`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:66 msgid "Manually create leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:68 msgid "" "Leads can be added directly to the *CRM* app by manually creating a new " "record. Navigate to :menuselection:`CRM app --> Leads` to view a list of " "existing leads." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:72 msgid "" "Leads can also be added via the :doc:`Generate Leads ` button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:74 msgid "" "At the top-left of the list, click :guilabel:`New` to open a blank " ":guilabel:`Leads` form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:76 msgid "" "In the first field of the new form, enter a title for the new lead. Next, " "enter a :guilabel:`Contact Name`, and a :guilabel:`Company Name`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:80 msgid "" "If a lead is :doc:`converted to an opportunity `, the " ":guilabel:`Company Name` field is used to either link this opportunity to an" " existing customer, or to create a new customer." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:84 msgid "Manually create opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:86 msgid "" "To manually create an opportunity, navigate to :menuselection:`CRM app --> " "Sales --> My Pipeline`. At the top-left of the page, click :guilabel:`New` " "to create a new opportunity Kanban card. In the " ":guilabel:`Organization/Contact` field, enter the name of the company the " "opportunity is for." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:90 msgid "" "Choose a name, and enter it in the :guilabel:`Opportunity` field. *This is a" " required field.* When manually creating an opportunity, it is helpful to " "add a name that relates to the details of the opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:95 msgid "" "In the example below, the opportunity is named `5 VP Chairs`. This " "identifies the product the customer is interested in, as well as the " "potential number of products." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:0 msgid "An example of an opportunity in the CRM pipeline." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:102 msgid "" "Enter the contact information for the opportunity in the :guilabel:`Email` " "and :guilabel:`Phone` fields." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:105 msgid "" "In the :guilabel:`Expected Revenue` field, enter an estimated value for the " "opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:108 msgid "" "The information in the :guilabel:`Expected Revenue` and priority fields can " "be used to track performance for individual salespeople, and on a team " "basis. See :doc:`../performance/expected_revenue_report` and " ":doc:`../track_leads/lead_scoring` for more information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:113 msgid "Then, use the |st-o| :guilabel:`(star)` icons to assign a priority." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:115 msgid "|st-o| |st-o| |st-o|: low priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:116 msgid "|st| |st-o| |st-o|: medium priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:117 msgid "|st| |st| |st-o|: high priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:118 msgid "|st| |st| |st|: very high priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:121 msgid "" "Assigning a priority changes the order of leads in Kanban view, with higher " "priority leads displayed first." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:124 msgid "" "Once all the necessary information has been entered, click :guilabel:`Add`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The CRM pipeline with a newly created opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "Prospection de pistes" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 msgid "" "*Lead mining* is a feature that allows *CRM* users to generate new leads " "directly into their Odoo database. To ensure lead qualification, lead mining" " output is determined by a variety of filtering criteria, such as the " "country, the company size, and the industry." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:15 msgid "" "To get started, go to :menuselection:`CRM app --> Configuration --> " "Settings`, and tick the :guilabel:`Lead Mining` checkbox to activate the " "feature. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "Activer la prospection de pistes dans les paramètres d'Odoo CRM." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:23 msgid "Generate leads" msgstr "Générer des pistes" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:25 msgid "" "After the *Lead Mining* setting is activated, a new button called *Generate " "Leads* is available to use in the upper-left corner of the *CRM* *Pipeline* " "(:menuselection:`CRM app --> Sales --> My Pipeline`)." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:29 msgid "" "Lead mining requests are also available through :menuselection:`CRM app --> " "Configuration --> Lead Mining Requests`, or through :menuselection:`CRM app " "--> Leads --> Leads`, where the :guilabel:`Generate Leads` button is also " "available." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The Generate Leads button to use the lead mining feature." msgstr "" "Le bouton Générer des pistes pour utiliser la fonctionnalité de prospection " "de pistes." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:37 msgid "" "Click the :guilabel:`Generate Leads` button, and a pop-up window appears, " "offering a variety of criteria by which to generate leads." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "" "The pop-up window with the selection criteria in order to generate leads in " "Odoo." msgstr "" "La fenêtre contextuelle avec les critères de sélection afin de générer des " "pistes dans Odoo." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "" "Choose to generate leads for :guilabel:`Companies` to get company " "information only, or choose |CC| to get company information and individual " "employee contact information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 msgid "" "When targeting |CC|, additional options are available to filter contacts " "based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 msgid "Additional filtering options include the following:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:53 msgid "" ":guilabel:`Countries`: filter leads based on the country (or countries) they" " are located in." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:54 msgid "" ":guilabel:`States`: further filter leads based on the state in which they " "are located, if applicable." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:56 msgid "" ":guilabel:`Industries`: filter leads based on the specific industry they " "work in." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:57 msgid "" ":guilabel:`Filter on Size`: tick this checkbox to specify the number of " "employees at the company. This generates a field labeled :guilabel:`Size`. " "Fill in the blanks to create a range for the desired company size." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:60 msgid "" ":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " "to." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" ":guilabel:`Salesperson`: choose which member of the Sales Team the leads " "will be assigned to." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:62 msgid "" ":guilabel:`Default Tags`: choose which tags are applied directly to the " "leads once found." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 msgid "" "Make sure to be aware of the latest EU regulations when receiving contact " "information. Get more information about the General Data Protection " "Regulation on `Odoo GDPR `_." msgstr "" "Assurez-vous d'être au courant des dernières réglementations de l'UE lorsque" " vous recevez des coordonnées. Vous trouverez plus d'informations sur le " "Règlement général sur la protection des données sur `Odoo RGPD " "`_." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:69 msgid "View leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:71 msgid "" "After leads are generated, they are assigned to the designated salesperson " "and team. To view additional information regarding the lead, select one from" " the list, and click to open it." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:74 msgid "" "In the chatter thread for the lead, additional information is provided. This" " can include the number of employees, the technology used by the company, " "the timezone, and direct contact information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The chatter thread of a newly generated lead." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:82 msgid "" "If :guilabel:`Leads` are **not** enabled for the database, then leads are " "generated as *opportunities*, and added to the pipeline for the designated " "salesperson." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:85 msgid "" "To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app" " --> Configuration --> Settings`, and tick the :guilabel:`Leads` checkbox. " "Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:89 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61 #: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Tarification" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:91 msgid "" "Lead mining is an *In-App Purchase* feature, and each generated lead costs " "one :ref:`credit `." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:95 msgid "" "Generating |CC| costs one additional credit for each contact generated. See " "here for complete pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:99 msgid "" "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> " "Settings`. In the :guilabel:`Lead Generation` section, under the " ":guilabel:`Lead Mining` feature, click :guilabel:`Buy Credits`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:103 msgid "" "Credits may also be purchased by navigating to the :menuselection:`Settings " "app`. In the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` " "feature, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Buy credits in the Odoo IAP settings." msgstr "Acheter des crédits via les paramètres Odoo IAP." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:112 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test " "|IAP| features before purchasing more credits for the database. This " "includes demo/training databases, educational databases, and one-app-free " "databases." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:117 msgid ":doc:`/applications/essentials/in_app_purchase`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:3 msgid "Create opportunities from web contact forms" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:5 msgid "" "Adding a contact form to a website makes it easy to convert visitors into " "leads and opportunities. After a visitor submits their information, an " "opportunity can be created automatically, and assigned to a designated sales" " team and salesperson." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:12 msgid "Customize contact forms" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:14 msgid "" "By default, the *Contact Us* page on an Odoo website displays a " "preconfigured contact form. This form can be customized, as needed, to suit " "the needs of a specific sales team." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:17 msgid "" "Navigate to :menuselection:`Website app --> Contact Us`, then click " ":guilabel:`Edit` in the top-right of the screen to open the web editor. " "Click on the form building block in the body of the webpage to open the form" " configuration settings on the right sidebar. The following options are " "available to customize the contact form from the :guilabel:`From` section of" " the right sidebar:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1 msgid "The form configuration settings on an Odoo website." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:26 msgid "" ":guilabel:`Action`: the default action for a contact form is :guilabel:`Send" " an Email`. Select :guilabel:`Create an Opportunity` from the drop-down list" " to capture the information in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:29 msgid "" ":guilabel:`Sales Team`: choose a sales team from the drop-down menu that the" " opportunities from this form should be assigned to. This field **only** " "appears if the :guilabel:`Action` field is set to :guilabel:`Create an " "Opportunity`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:32 msgid "" ":guilabel:`Salesperson`: if the opportunities should be assigned to a " "specific salesperson, select them from the drop-down menu. If no selection " "is made in this field, the opportunities are assigned based on the team's " "existing rules." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:35 msgid "" ":guilabel:`Marked Fields`: use this field to alter how the form handles " "marked fields. The default option is to treat marked fields as " ":guilabel:`Required`, which is the recommended setting." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:37 msgid "" ":guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be " "identified. The default character is an asterisk (`*`)." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:39 msgid "" ":guilabel:`Labels Width`: use this field to alter the pixel width of the " "labels, if desired." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:40 msgid "" ":guilabel:`On Success`: select how the webpage reacts after a customer " "successfully submits a form. :guilabel:`Nothing` keeps the customer on the " "same screen, with the addition of a confirmation message that the form was " "submitted successfully. :guilabel:`Redirect` sends the customer to a new " "webpage, based on the address provided in the :guilabel:`URL` field below. " ":guilabel:`Show Message` replaces the form with a preconfigured message that" " informs the customer someone should respond to them as soon as possible." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:46 msgid "" ":guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On " "Success` field, enter the URL for the webpage, where customers should be " "directed after successfully submitting a form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:48 msgid "" ":guilabel:`Visibility`: use the drop-down menu to add any visibility " "conditions for this field, if desired." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:52 msgid "" "If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an " "Opportunity` generates a lead instead. To activate leads, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`, and tick the " ":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:57 msgid "Customize contact form fields" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:59 msgid "" "In addition to the settings for the form, the settings for each field can be" " customized, as well. With the web editor menu still open, click into a " "field to open the :guilabel:`Field` configuration settings section on the " "sidebar. The following options are available to customize a field:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:63 msgid "" ":guilabel:`Type`: choose a custom field option or an existing field type." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:64 msgid "" ":guilabel:`Input Type`: determine the type of information customers should " "input. Available options are :guilabel:`Text`, :guilabel:`Email`, " ":guilabel:`Telephone`, or :guilabel:`Url`. The selection made in this field " "limits the format that customers can use when entering information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:67 msgid ":guilabel:`Label`: enter the name for the field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:68 msgid "" ":guilabel:`Position`: choose the way the label is aligned with the rest of " "the form. The label can be hidden, above the field, to the left of the " "field, or right adjusted and closer to the field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:70 msgid "" ":guilabel:`Description`: slide the toggle to add a description for the " "field, which can provide additional instructions to customers. Click under " "the field on the form to add the description." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:72 msgid "" ":guilabel:`Placeholder`: enter an example to help users know how to input " "information where formatting is important, such as a phone number or email " "address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:74 msgid "" ":guilabel:`Default Value`: enter a value to include in the form, by default," " if the customer does not provide information in the field. *It is not " "recommended to include a default value for required fields*." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:77 msgid "" ":guilabel:`Required`: slide the toggle to mark this field as required if it " "**must** be filled in for every submission." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:79 msgid "" ":guilabel:`Visibility`: select when this field should be visible. Use the " "button on the left to choose whether to show or hide this field on a desktop" " users. Use the button on the right to choose whether to show or hide this " "field to mobile users." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:82 msgid ":guilabel:`Animation`: select if this field should have any animation." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1 msgid "The field configuration settings on an Odoo website." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:89 msgid "View opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:91 msgid "" "After a customer submits a contact form, and an opportunity is created, it " "is assigned based on the :ref:`form settings `. " "To view opportunities, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:96 msgid "" "If leads are activated on the database, contact form submissions are " "generated as leads, not opportunities. To activate leads, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`, and tick the " ":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:100 msgid "" "Navigate to :menuselection:`CRM app --> Leads` to view the newly-created " "leads." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:102 msgid "" "On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in " "the Kanban view to open the opportunity record. The information submitted by" " the customer is visible on the opportunity record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:107 msgid "" "As the contact form fields are customizable, the fields on the opportunity " "record, where the form information is stored, varies accordingly." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:110 msgid "" "If the preconfigured contact form is used, the *Subject* field is added to " "the :guilabel:`Title` field, and the content in the :guilabel:`Notes` field," " which is labeled as :guilabel:`Your Question`, is added to the " ":guilabel:`Internal Notes` tab." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:115 msgid ":doc:`../pipeline/manage_sales_teams`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:116 msgid ":doc:`convert`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:117 #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:109 msgid ":doc:`../track_leads/lead_scoring`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:118 msgid ":ref:`Website forms `" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Create and send quotations" msgstr "Créer et envoyer des devis" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5 msgid "" "Once a qualified lead has been converted into an opportunity, the next step " "is to create and deliver a quotation. This process can be easily handled " "through Odoo's *CRM* application." msgstr "" "Une fois qu'une piste qualifiée a été convertie en opportunité, la prochaine" " étape est de créer et d'envoyer un devis. Vous pouvez facilement gérer ce " "processus dans l'application *CRM* d'Odoo." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9 msgid "Create a new quotation" msgstr "Créer un nouveau devis" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:11 msgid "" "To create a new quotation, open the :menuselection:`CRM app`, revealing the " ":guilabel:`Pipeline` page on the main *CRM* dashboard." msgstr "" "Pour créer un nouveau devis, ouvrez l'application :menuselection:`CRM`, ce " "qui affiche la page :guilabel:`Pipeline` sur le tableau de bord principal de" " *CRM*." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14 msgid "" "From here, click on any opportunity to open it. Review the existing " "information and update any fields, if necessary." msgstr "" "De là, cliquez sur n'importe quelle opportunité pour l'ouvrir. Vérifiez les " "informations existantes et mettez à jour les champs si nécessaire." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:18 msgid "" "If a quotation has already been created for this opportunity, it can be " "found by clicking on the :guilabel:`Quotations` smart button at the top of " "the top of the form. The number of existing quotations is listed on the " "smart button, as well." msgstr "" "Si un devis a déjà été créé pour cette opportunité, il est accessible en " "cliquant sur le bouton intelligent :guilabel:`Devis` en haut du formulaire. " "Vous y trouverez également le nombre de devis existants." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:22 msgid "" "At the top-left of the form, click the :guilabel:`New Quotation` button." msgstr "" "Dans le coin supérieur gauche du formulaire, cliquez sur le bouton " ":guilabel:`Nouveau devis`. " #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "Qualified lead form with New Quotation button emphasized." msgstr "" "Un formulaire de piste qualifiée avec le bouton Nouveau devis mis en " "évidence." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29 msgid "" "The **Sales** application **must** be installed for the :guilabel:`New " "Quotation` button to appear." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33 msgid "" "The :guilabel:`Customer` field is **not** required on the opportunity form." msgstr "" "Le champ :guilabel:`Client` n'est **pas** obligatoire sur le formulaire de " "l'opportunité." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:35 msgid "" "However, customer information must be added or linked before a quotation can" " be sent. If the :guilabel:`Customer` field is left blank on the " "opportunity, clicking the :guilabel:`New Quotation` button opens a pop-up " "window with the following options:" msgstr "" "Toutefois, vous devez ajouter ou renvoyer aux coordonnées du client avant " "d'envoyer le devis. Si le champ :guilabel:`Client` est laissé vide sur " "l'opportunité, le fait de cliquer sur le bouton :guilabel:`Nouveau devis` " "ouvre une fenêtre contextuelle proposant les options suivantes :" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:39 msgid "" ":guilabel:`Create a new customer`: creates a new customer record, using any " "available information provided on the opportunity form." msgstr "" ":guilabel:`Créer un nouveau client` : crée un nouvel enregistrement client, " "en utilisant toutes les informations disponibles fournies dans le formulaire" " d'opportunité." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:41 msgid "" ":guilabel:`Link to an existing customer`: opens a drop-down field with " "existing customer names. Select a name to link this new quotation to an " "existing customer record." msgstr "" ":guilabel:`Lier à un client existant` : ouvre un menu déroulant avec les " "noms de clients existants. Sélectionnez un nom pour lier ce nouveau devis à " "un enregistrement client existant." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:43 msgid "" ":guilabel:`Do not link to a customer`: the quotation will **not** be linked " "to a customer, and no changes are made to the customer information." msgstr "" ":guilabel:`Ne pas lier à un client` : le devis ne sera **pas** lié à un " "client et aucun changement n'est apporté aux informations du client." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:46 msgid "" "Once this button is clicked, a new quotation form appears. Confirm the " "information in the top half of the form, and update any missing or incorrect" " fields:" msgstr "" "Lorsque vous cliquez sur ce bouton, un nouveau formulaire de devis ouvre. " "Confirmez les informations figurant dans la moitié supérieure du formulaire " "et mettez à jour les champs manquants ou incorrects :" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:49 msgid "" ":guilabel:`Customer`: the company or contact for whom this quotation was " "created." msgstr "" ":guilabel:`Client` : la société ou le contact pour lequel ce devis a été " "créé." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:50 msgid "" ":guilabel:`Referrer`: if this customer was referred by another customer or " "contact, select it from the drop-down menu in this field." msgstr "" ":guilabel:`Référent` : si ce client a été référé par un autre client ou " "contact, sélectionnez-le dans le menu déroulant de ce champ." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52 msgid "" ":guilabel:`Invoice Address`: physical address where the invoice should be " "sent." msgstr "" ":guilabel:`Adresse de facturation` : adresse physique où la facture doit " "être envoyée." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:53 msgid "" ":guilabel:`Delivery Address`: physical address where any products should be " "delivered." msgstr "" ":guilabel:`Adresse de livraison` : adresse physique où les produits doivent " "être livrés." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:54 msgid "" ":guilabel:`Quotation Template`: if applicable, select a pre-configured " ":doc:`quotation template " "` from this field." msgstr "" ":guilabel:`Modèle de devis` : le cas échéant, sélectionnez un :doc:`modèle " "de devis ` " "préconfiguré dans ce champ." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:56 msgid ":guilabel:`Expiration`: date when this quotation is no longer valid." msgstr ":guilabel:`Expiration` : date à laquelle ce devis n'est plus valable." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:57 msgid "" ":guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation" " date of confirmed orders. Note that this field is only visible if " ":doc:`Developer mode (debug mode) ` is" " active." msgstr "" ":guilabel:`Date du devis` : date de création de commandes en " "brouillon/envoyées, date de confirmation de commandes confirmées. Notez que " "ce champ n'est visible que si le :doc:`mode développeur (mode débug) " "` est actif." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:60 msgid "" ":guilabel:`Recurring Plan`: if this quotation is for a recurring product or " "subscription, select the recurring plan configuration to be used." msgstr "" ":guilabel:`Plan récurrent` : si ce devis concerne un produit récurrent ou un" " abonnement, sélectionnez la configuration du plan récurrent à utiliser." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:62 msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order." msgstr "" ":guilabel:`Liste de prix` : sélectionnez une liste de prix à appliquer à " "cette commande." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:63 msgid "" ":guilabel:`Payment Terms`: select any applicable payment terms for this " "quotation." msgstr "" ":guilabel:`Conditions de paiement` : sélectionnez des conditions de paiement" " applicables à ce devis." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:70 msgid "" "The :guilabel:`Expiration` field automatically populates based on the " "creation date of the quotation, and the default validity time frame." msgstr "" "Le champ :guilabel:`Expiration` se remplit automatiquement en fonction de la" " date de création du devis et le délai de validité par défaut." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:73 msgid "" "To update the default validity time frame, navigate to :menuselection:`Sales" " app --> Configuration --> Settings --> Quotations & Orders` and update the " ":guilabel:`Default Quotation Validity` field. To disable automatic " "expiration, enter `0` in this field." msgstr "" "Pour mettre à jour le délai de validité par défaut, allez à l'application " ":menuselection:`Ventes --> Configuration --> Paramètres --> Devis & " "Commandes` et mettez à jour le champ :guilabel:`Validité par défaut du " "devis`. Pour désactiver l'expiration automatique, saisissez `0` dans ce " "champ." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:77 msgid "When the desired changes are complete, click :guilabel:`Save`." msgstr "" "Lorsque toutes les modifications ont été effectuées, cliquez sur " ":guilabel:`Enregistrer`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:79 msgid "" "When using a quotation template, the expiration date is based off of the " ":guilabel:`Quotation Validity` field on the template. To alter the validity " "date computation on a template, go to :menuselection:`Sales app --> " "Configuration --> Sales Orders --> Quotation Templates`." msgstr "" "Lorsque vous utilisez un modèle de devis, la date d'expiration est basée sur" " le champ :guilabel:`Validité du devis` sur le modèle. Pour modifier le " "calcul de la date de validité sur un modèle, allez à l'application " ":menuselection:`Ventes --> Configuration --> Commandes --> Modèles de " "devis`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:83 msgid "" "Then, click on a template to open it, and update the number in the " ":guilabel:`Quotation Validity` field." msgstr "" "Cliquez ensuite sur un modèle pour l'ouvrir et mettre à jour le nombre dans " "le champ :guilabel:`Validité du devis`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:87 msgid "Order lines" msgstr "Lignes de commande" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:89 msgid "" "After updating the customer, payment, and deadline information on the new " "quotation, the :guilabel:`Order Lines` tab can be updated with the " "appropriate product information." msgstr "" "Après avoir mis à jour le client et les informations relatives au paiement " "et à la date d'échéance sur le nouveau devis, vous pouvez mettre à jour " "l'onglet :guilabel:`Lignes` avec les informations de produit appropriées." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:92 msgid "" "To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " "tab." msgstr "" "Pour ce faire, cliquez sur :guilabel:`Ajouter un produit` dans l'onglet " ":guilabel:`Lignes`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:94 msgid "" "Next, type the name of an item into the :guilabel:`Product` field to search " "through the product catalog. Then, select a product from the drop-down menu," " or create a new one by selecting :guilabel:`Create` or :guilabel:`Create " "and Edit`." msgstr "" "Ensuite, tapez le nom d'un article dans le champ :guilabel:`Produit` pour " "parcourir le catalogue des produits. Sélectionnez un produit dans le menu " "déroulant ou créez-en un nouveau en sélectionnant :guilabel:`Créer` ou " ":guilabel:`Créer et modifier`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:98 msgid "" "After selecting a product, update the :guilabel:`Quantity`, if necessary. " "Confirm the information in the remaining fields." msgstr "" "Après avoir sélectionné un produit, mettez à jour la :guilabel:`Quantité`, " "le cas échéant. Confirmez les informations dans les champs restants." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:101 msgid "" "To remove a line from the quotation, click the :icon:`fa-trash-o` " ":guilabel:`(trash can)` icon." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:103 msgid "" "To organize products into sections click :guilabel:`Add a section` and type " "a name for the section. Then, click the :icon:`oi-draggable` " ":guilabel:`(drag)` icon to the left of the name and drag to move the section" " to the appropriate location. Move each product using the same method to " "finish organizing the quotation order lines." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "" "Categories are used to create separate sections on the order lines of a " "quote." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:113 msgid "Product catalog" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:115 msgid "" "To quickly add numerous products to the quotation, click the " ":guilabel:`Catalog` button to open the product catalog." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:118 msgid "" "All products in the database are listed as cards and can be sorted in the " "left panel by :guilabel:`Product Category` and :guilabel:`Attributes`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "The product catalog displays all products as cards." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:125 msgid "" "To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button " "on the product card. Set the quantity of the item using the :icon:`fa-plus` " ":guilabel:`(add)` or :icon:`fa-minus` :guilabel:`(subtract)` buttons, or " "type the quantity in the number field between the two buttons. To remove an " "item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product " "card." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "" "The purple add and subtract buttons are used to set the quantity of an item." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:134 msgid "" "Once all product quantities are set, click the :guilabel:`Back to Quotation`" " button to return to the quotation. The items selected in the product " "catalog now appear in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138 msgid "Preview and send quotation" msgstr "Prévisualiser et envoyer des devis" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:140 msgid "" "To see a preview of the quotation as the customer will see it, click the " ":guilabel:`Preview` button. Doing so opens a preview in the " ":guilabel:`Customer Portal`." msgstr "" "Pour obtenir un aperçu du devis tel que le client le verra, cliquez sur le " "bouton :guilabel:`Aperçu`. Cette opération ouvre un aperçu dans le " ":guilabel:`Portail client`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:143 msgid "" "After reviewing the customer preview, click :guilabel:`Return to edit mode` " "to return to the quotation form in the backend." msgstr "" "Après avoir vérifié l'aperçu client, cliquez sur :guilabel:`Retour au mode " "édition` pour retourner au formulaire de devis dans le backend." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:146 msgid "" "When the quotation is ready to deliver to the customer, click the " ":guilabel:`Send by Email` button." msgstr "" "Lorsque le devis est prêt à être envoyé au client, cliquez sur le bouton " ":guilabel:`Envoyer par email`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:148 msgid "" "Doing so opens a pop-up window with a pre-configured email message. " "Information from the quotation, including the contact information, total " "cost, and quotation title are be imported from the quotation." msgstr "" "Cette opération fait ouvrir une fenêtre contextuelle contenant un message " "préconfiguré. Les informations du devis, y compris les coordonnées, le coût " "total et le titre du devis, sont importées du devis." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:152 msgid "A PDF of the quotation is added as an attachment to the email." msgstr "Un PDF du devis est ajouté en tant que pièce jointe à l'email." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:155 msgid "" "A pre-loaded template is used to create the email message. To alter the " "template, click the internal link to the right of the :guilabel:`Load " "template` field, located at the bottom of the email pop-up window." msgstr "" "Un modèle préchargé est utilisé pour créer le message. Pour modifier le " "modèle, cliquez sur le lien interne à droite du champ :guilabel:`Charger le " "modèle`, situé au bas de la fenêtre contextuelle." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:159 msgid "" "To select a new template, select an option from the :guilabel:`Load " "template` drop-down menu." msgstr "" "Pour sélectionner un nouveau modèle, sélectionnez une option dans le menu " "déroulant :guilabel:`Charger le modèle`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:161 msgid "" "Proceed to make any necessary changes to the email, then click " ":guilabel:`Send`. A copy of the message is added to the *Chatter* of the of " "the record." msgstr "" "Effectuez les changements nécessaires à l'email, puis cliquez sur " ":guilabel:`Envoyer`. Une copie du message est ajoutée au *Chatter* de " "l'enregistrement." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:164 msgid "" "After a quotation is sent, the originating opportunity's " ":guilabel:`Quotations` smart button updates with a new count. This " "quotation, and all other quotations can be accessed through this smart " "button at the top of the opportunity in the *CRM* app." msgstr "" "Après l'envoi du devis, le bouton intelligent :guilabel:`Devis` de " "l'opportunité originale est mis à jour avec un nouveau décompte. Ce devis et" " tous les autres devis sont accessibles via ce bouton intelligent en haut de" " l'opportunité dans l'application *CRM*." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:168 msgid "" "Any quotations attached to the opportunity that are confirmed, and have " "therefore been converted to sales orders, will be deducted from the number " "listed on the :guilabel:`Quotations` smart button. Instead, the value of the" " sales order will appear in the :guilabel:`Orders` smart button located in " "the same control panel." msgstr "" "Tous les devis attachés à l'opportunité qui sont confirmés et qui ont été " "convertis en commandes, seront déduits du nombre indiqué sur le bouton " "intelligent :guilabel:`Devis`. À la place, la valeur de la commande apparaît" " dans le bouton intelligent :guilabel:`Commandes` situé dans le même panneau" " de contrôle." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174 msgid "Mark an opportunity won or lost" msgstr "Marquer une opportunité gagnée ou perdue" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:176 msgid "" "In order to keep the pipeline up to date and accurate, opportunities need to" " be identified as *won* or *lost* once a customer has responded to a " "quotation." msgstr "" "Afin de maintenir le pipeline à jour et précis, les opportunités doivent " "être identifiées comme *gagnées* ou *perdues* une fois qu'un client a " "répondu à un devis." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:179 msgid "" "To mark an opportunity as *won* or *lost*, return to the opportunity using " "the breadcrumbs at the top-left of the quotation form. Or navigate to " ":menuselection:`CRM app --> Sales --> My Pipeline` and click on the correct " "opportunity to open it." msgstr "" "Pour marquer une opportunité comme *gagnée* ou *perdue*, retournez à " "l'opportunité à l'aide du fil d'Ariane en haut à gauche du formulaire de " "devis. Ou allez à l'application :menuselection:`CRM --> Ventes --> Mon " "pipeline` et cliquez sur la bonne opportunité pour l'ouvrir." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:183 msgid "" "At the top-left of the form, click on either the :guilabel:`Won` or " ":guilabel:`Lost` button." msgstr "" "Dans le coin supérieur gauche du formulaire, cliquez sur le bouton " ":guilabel:`Gagné` ou :guilabel:`Perdu`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:185 msgid "" "If the opportunity is marked *won*, a green :guilabel:`Won` banner is added " "to the record, and it is moved to the :guilabel:`Won` stage." msgstr "" "Si l'opportunité est marquée *gagnée*, une bannière verte :guilabel:`Gagné` " "est ajouté à l'enregistrement et l'opportunité est déplacée à l'étape " ":guilabel:`Gagné`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:188 msgid "" "Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a " ":guilabel:`Mark Lost` pop-up window, where a :guilabel:`Lost Reason` can be " "entered." msgstr "" "Le fait de marquer une opportunité comme *perdue*, via le bouton " ":guilabel:`Perdu`, ouvre une fenêtre contextuelle :guilabel:`Marquer comme " "perdu`, dans laquelle vous pouvez saisir un :guilabel:`Motif de perte`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:191 msgid "" "From the :guilabel:`Lost Reason` drop-down field, choose an existing lost " "reason. If no applicable reason is available, create a new one by entering " "it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`." msgstr "" "Dans le menu déroulant :guilabel:`Motif de perte`, choisissez un motif de " "perte existant. Si aucun motif applicable n'est disponible, créez-en un " "nouveau en le saisissant dans le champ :guilabel:`Motif de perte` et cliquez" " sur :guilabel:`Créer`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:196 msgid "" "It's best practice to try and use pre-configured :guilabel:`Lost Reason` " "values as much as possible or to limit the creation of new values only to " "sales team leads. Using consistent values for this parameter will make " "pipeline analysis easier and more accurate when filtering for the " ":guilabel:`Lost Reason` parameter." msgstr "" "La meilleure pratique constitue à essayer d'utiliser autant de valeurs de " ":guilabel:`Motif de perte` préconfigurées ou de limiter la création de " "nouvelles valeurs aux seuls pistes de l'équipe commerciale. L'utilisation de" " valeurs cohérentes pour ce paramètre facilitera l'analyse du pipeline et la" " rendre plus précise lors du filtrage du paramètre :guilabel:`Motif de " "perte`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:201 msgid "" "To set up new values for this field, navigate to :menuselection:`CRM --> " "Configuration --> Lost Reasons`, and click both :guilabel:`New` and " ":guilabel:`Save` for each new entry added to the list." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:205 msgid "" "Additional notes and comments can be added in the :guilabel:`Closing Note` " "field." msgstr "" "Vous pouvez ajouter des notes et des commentaires supplémentaires dans le " "champ :guilabel:`Note de clôture`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:207 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:34 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:192 msgid "" "When all the desired information has been entered in the :guilabel:`Mark " "Lost` pop-up window, click :guilabel:`Mark as Lost`." msgstr "" "Lorsque vous avez saisi toutes les informations souhaitées dans la fenêtre " "contextuelle :guilabel:`Marquer comme perdu`, cliquez sur :guilabel:`Marquer" " comme perdu`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:210 msgid "" "Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and " "Odoo returns to the opportunity form, where a new red :guilabel:`Lost` " "banner is now present in the upper-right corner of the opportunity." msgstr "" "Lorsque vous cliquez sur :guilabel:`Marquer comme perdu`, la fenêtre " "contextuelle se ferme et Odoo retourne au formulaire de l'opportunité, où " "figure à présent une nouvelle bannière rouge :guilabel:`Perdu` dans le coin " "supérieur droit de l'opportunité." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:214 msgid "" "Once an opportunity is marked as *lost*, it is no longer considered active, " "and it is removed from the pipeline." msgstr "" "Une fois qu'une opportunité est perdue comme *perdue*, elle n'est plus " "considérée comme active et est supprimée du pipeline." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:217 msgid "" "In order to view a *lost* opportunity from the pipeline, click the " ":guilabel:`down arrow icon` to the right of the search bar, and select " "either :guilabel:`Lost` or :guilabel:`Archived` from the drop-down menu that" " appears." msgstr "" "Afin de visualiser une opportunité *perdu* du pipeline, cliquez sur " "l':guilabel:`icône de la flèche vers le bas` à droite de la barre de " "recherche et sélectionnez soit :guilabel:`Perdu` ou :guilabel:`Archivé` dans" " le menu déroulant qui s'ouvre." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:222 msgid "" "While opportunities that have been marked as *lost* are considered " "*Archived*, be advised that, in order for an opportunity to be included as " "*lost* in reporting, it **must** be specifically marked as *lost*, not " "*Archived*." msgstr "" "Bien que les opportunités marquées comme *perdues* soient considérées comme " "*Archivées*, il faut savoir que pour qu'une opportunité soit incluse comme " "*perdue* dans le rapport, elle **doit** être spécifiquement marquée comme " "*perdue* et non comme *archivée*." #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "Optimiser votre travail quotidien" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "CRM Gamification" msgstr "Ludification CRM" #: ../../content/applications/sales/crm/optimize/gamification.rst:5 msgid "" "In Odoo's *CRM* app, *gamification tools* provide the opportunity to " "evaluate and motivate users through customizable challenges, goals, and " "rewards. Goals are created to target actions within the *CRM* app, and can " "be tracked and rewarded automatically to participating sales teams." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:12 msgid "" "To install the *CRM Gamification* module, navigate to the " ":menuselection:`Apps` application. Click into the :guilabel:`Search...` bar " "at the top of the page and remove the :guilabel:`Apps` filter. Type `CRM " "Gamification` to search." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:16 msgid "" "On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This " "module features goals and challenges related to the *CRM* and *Sales* " "applications." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the gamification module being installed in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:24 msgid "" "If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification*" " module is automatically installed on the database." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:27 msgid "" "To access the *Gamification Tools* menu, first enable :ref:`developer-mode`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:29 msgid "" "Next, navigate to :menuselection:`Settings app --> Gamification Tools`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View if the gamification tools menu in Odoo Settings." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Create badges" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "" "*Badges* are awarded to users when they have completed a challenge. " "Different badges can be awarded based on the type of task completed, and can" " be issued to more than one user, depending on the time they accomplish the " "goal." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:44 msgid "" "To view the existing badges, or create a new one, navigate to " ":menuselection:`Settings --> Gamification Tools --> Badges`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the badges page in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:52 msgid "" "Some badges can be awarded outside of challenges, as well. Select the Kanban" " card for the desired badge, then click :guilabel:`Grant`. This opens a " ":guilabel:`Grant Badge` pop-up window. Select a user from the :guilabel:`Who" " would you like to reward?` field." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:56 msgid "" "Add any additional information regarding why the user is receiving the " "reward in the field below, then click :guilabel:`Grant Badge`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:59 msgid "" "To create a new badge, click :guilabel:`New` at the top-left of the page to " "open a blank form. Enter a name for the :guilabel:`Badge`, followed by a " "description." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:62 msgid "" "The :guilabel:`Allowance to Grant` field determines when a badge can be " "granted, and by whom:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:64 msgid ":guilabel:`Everyone`: this badge can be manually granted by any user." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:65 msgid "" ":guilabel:`A selected list of users`: this badge can only be granted by a " "select group of users. If this option is selected, it generates a new field," " :guilabel:`Authorized Users`. Choose the appropriate users from this drop-" "down list." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:68 msgid "" ":guilabel:`People having some badges`: this badge can only be granted by " "users who have already been awarded a specific badge. If this option is " "selected it generates a new field, :guilabel:`Required Badges`. Use this " "drop-down list to select the badge(s) a user must have before they can award" " this badge to others." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:72 msgid "" ":guilabel:`No one, assigned through challenges`: this badge cannot be " "manually granted, it can only be awarded through challenges." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:75 msgid "" "To limit the number of badges a user can send, tick the :guilabel:`Monthly " "Limited Spending` checkbox. This sets a limit on the number of times a user " "can grant this badge. In the :guilabel:`Limitation Number` field, enter the " "maximum number of times this badge can be sent per month, per person." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "The details page for a new badge." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:87 msgid "Create a challenge" msgstr "Créer un défi" #: ../../content/applications/sales/crm/optimize/gamification.rst:89 msgid "" "To create a challenge, navigate to to :menuselection:`Settings --> " "Gamification Tools --> Challenges`. Click :guilabel:`New` in the top-left " "corner to open a blank challenge form." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:92 msgid "At the top of the form, enter a :guilabel:`Challenge Name`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:95 msgid "Create assignment rules" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:97 msgid "" "To assign the challenge to specific users, one or more assignment rules must" " be utilized." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:99 msgid "" "Click into the first field under :guilabel:`Assign Challenge to`, and select" " a parameter from the drop-down list to define the rule. Then, click into " "the next field to define the rule's operator. If necessary, click into the " "third field to further define the parameter." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:104 msgid "" "To include all users with permissions in the *Sales* app, create a rule with" " the following parameters:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:107 msgid ":guilabel:`Groups`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:108 msgid ":guilabel:`is in`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:109 msgid "`Sales/User: Own Documents Only`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:0 msgid "View of the assignation rules section of a Challenge form." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:115 msgid "" "In the :guilabel:`Periodicity` field, select a time frame for goals to be " "automatically assessed." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:118 msgid "Add goals" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:120 msgid "" "Challenges can be based on a single goal, or can include multiple goals with" " different targets. To add a goal to the challenge, click :guilabel:`Add a " "line` on the :guilabel:`Goals` tab." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:123 msgid "" "In the :guilabel:`Goal Definition` field, choose a goal from the drop-down " "list. The :guilabel:`Condition` field automatically updates to reflect the " "condition set on the goal definition." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:128 msgid "" "The *CRM Gamification* module contains preconfigured goals geared towards " "salesteams:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:130 msgid ":guilabel:`New Leads`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:131 msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 msgid ":guilabel:`New Opportunities`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:134 msgid ":guilabel:`New Sales Orders`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:136 msgid "" "Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:138 msgid "Repeat these steps for each additional goal." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "The goals tab of a challenge form." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:145 msgid "Add rewards" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:147 msgid "" "Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges ` to be awarded :guilabel:`For 1st User` and :guilabel:`For Every " "Succeeding User` by selecting them from the drop-down lists." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:152 msgid "" "Badges are granted when a challenge is finished. This is either at the end " "of a running period, at the end date of a challenge, or when the challenge " "is manually closed." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:155 msgid "" "After setup is complete, click the :guilabel:`Start Challenge` button at the" " top-left of the page to begin the challenge." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3 msgid "Lead enrichment" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5 msgid "" "*Lead enrichment* is a service that provides business information for a " "contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that" " requires credits to use, and is available for existing leads in an Odoo " "database." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9 msgid "" "The information provided by lead enrichment can include general information " "about the business (including full business name and logo), social media " "accounts, :guilabel:`Company type`, :guilabel:`Founded` information, " ":guilabel:`Sectors` information, the number of :guilabel:`Employees`, " ":guilabel:`Estimated revenue`, :guilabel:`Phone` number, " ":guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test " ":abbr:`IAP (In-App Purchase)` features before deciding to purchase more " "credits for the database. This includes demo/training databases, educational" " databases, and one-app-free databases." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21 msgid "" "The *leads* feature **must** be activated in the *CRM* settings page in " "order to use lead enrichment. To access the *CRM* settings, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`. Under the " ":guilabel:`CRM` section activate the :guilabel:`Leads` option and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27 msgid "Lead enrichment set up" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29 msgid "" "To set up lead enrichment in the *CRM* application, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`. Then, under the " ":guilabel:`Lead Generation` section, tick the checkbox next to " ":guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on " "demand only` or :guilabel:`Enrich all leads automatically`. Click the " ":guilabel:`Save` button to activate the changes." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "" "CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n" "leads on demand only chosen." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41 msgid "Enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43 msgid "" "Enrichment of leads is based on the domain of the email address of the " "customer set on the lead. There are two different ways that a lead can be " "enriched: *automatically* or *manually*." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47 msgid "Automatically enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49 msgid "" "During set up, if :guilabel:`Enrich all leads automatically` was selected on" " the *CRM* :guilabel:`Settings` page, then no action needs to be taken by " "the user to enrich the lead. A scheduled action runs automatically, every " "sixty minutes, and enrichment occurs on leads, after a remote database is " "contacted." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55 msgid "" "To access the cron that runs for the automatic lead enrichment, activate " ":ref:`developer mode `, and navigate to " ":menuselection:`Settings app --> Technical menu --> Automation section --> " "Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click " "into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any " "necessary adjustments. In the :guilabel:`Execute Every` field, enter a value" " greater than, or equal to, five minutes." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62 msgid "" "The following is an example of lead enrichment data that has been " "autocompleted successfully:" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0 msgid "Chatter showing lead enrichment data." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69 msgid "Manually enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71 msgid "" "If the :guilabel:`Enrich leads on demand only` option was selected on the " "*CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead " "Enrichment`, each lead that a user wishes to enrich **must** be manually " "enriched. This is achieved by clicking the :guilabel:`Enrich` button in the " "top menu of the lead." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76 msgid "" "The same information will be retrieved at the same :abbr:`IAP (In-App " "Puchase)` credit cost (one per enrichment). This method of enrichment is " "useful when every lead does not need to be enriched, or cost is an issue." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Manual enrich button feature highlighted on the CRM lead." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85 msgid "" "Manually enrich leads in bulk using the *list* view. First, navigate to " ":menuselection:`CRM app --> Leads`, and click the list view button " "(:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for" " the leads that should be manually enriched. Finally, click the " ":guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting" " drop-down menu. This can also be achieved from the *My Pipeline* page. To " "do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app -->" " Sales --> My Pipeline`. Either route reveals leads and opportunities on the" " :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96 msgid "" "Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead " "costs one credit." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102 msgid "" "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> " "Settings`. In the :guilabel:`Lead Generation` section, under the " ":guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Buy credits from the lead enrichment settings." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110 msgid "" "Credits and balances may also be purchased by navigating to the " ":menuselection:`Settings app`. In the :guilabel:`Contacts` section, under " "the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83 msgid ":doc:`../../../essentials/in_app_purchase`" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122 msgid "" "When collecting a company's contact information, make sure to be aware of " "the latest EU regulations. For more information about General Data " "Protection Regulation, refer to: `Odoo GDPR `__." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich contacts with partner autocomplete" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5 msgid "" "*Partner autocomplete* enriches the contacts database with corporate data. " "In any module, enter the new company name into the :guilabel:`Customer` " "field (`partner_id` technical field), and select one of the companies " "suggested in the drop-down menu. Instantly get valuable company information " "full of hard-to-find data for a desired company." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11 msgid "" "A company **cannot** already be manually entered in the *Contacts* " "application prior to enriching it with data." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14 msgid "" "The information provided by partner autocomplete can include general " "information about the business (including full business name and logo), " "social media accounts, :guilabel:`Company type`, :guilabel:`Founded` " "information, :guilabel:`Sectors` information, the number of " ":guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` " "number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21 msgid "" "When getting a company's contact information make sure to be aware of the " "latest EU regulations. For more information about General Data Protection " "Regulation refer to: `Odoo GDPR `_. In Odoo, " "individual contact information cannot be searched for with the partner " "autocomplete feature." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29 msgid "" "Go to :menuselection:`Settings app --> Contacts section`. Then, activate the" " :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside " "it, and clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "View of settings page and the activations of the feature in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37 msgid "Enrich contacts with corporate data" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39 msgid "" "From any module, as the user is typing in the name of a new company contact," " Odoo reveals a large drop-down menu of potential match suggestions. If any " "are selected, the contact is then populated with corporate data related to " "that specific selection." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43 msgid "For example, after typing `Odoo`, the following information populates:" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "Creating a new contact in Odoo" msgstr "Créer un nouveau contact dans Odoo" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49 msgid "" "In the chatter, the following information populates about the company, after" " clicking on the desired pre-populated contact:" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "" "View of the information being shown about odoo with the autocomplete option " "in Odoo" msgstr "" "Vue des informations sur Odoo qui s'affichent grâce à l'option " "d'autocomplétion dans Odoo" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57 msgid "" "Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is" " entered instead of company name." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63 msgid "" "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires" " prepaid credits to be used. Each request consumes one credit." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66 msgid "" "To buy credits, go to :menuselection:`Settings app --> Contacts section`. " "Then, locate either the :guilabel:`Partner Autocomplete` feature and click " ":guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and " "click :guilabel:`View My Services`. From the resulting page, select a " "desired package." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72 msgid "" "If the database runs out of credits, the only information populated when " "clicking on the suggested company will be the website link and the logo." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75 msgid "Learn about our `Privacy Policy `_." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3 msgid "Utilize activities for sales teams" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:5 msgid "" "*Activities* are follow-up tasks tied to a record in an *Odoo* database. " "Activities can be scheduled on any page of the database that contains a " "chatter thread, Kanban view, list view, or activities view of an " "application." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "" "The summary view of activities for leads and opportunities in an Odoo " "database." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "Planned Activities for Leads and Opportunities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16 msgid "Activity types" msgstr "Types d'activité" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18 msgid "" "A set of preconfigured activity types is available in the *CRM* app. To view" " the list of available activity types, navigate to the :menuselection:`CRM " "app --> Configuration --> Activity Types`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22 msgid "" "Additional activity types are available within the database, and can be " "utilized through different applications. To access the complete list of " "activity types, go to the :menuselection:`Settings app`, then scroll to the " ":guilabel:`Discuss` section, and click :guilabel:`Activity Types`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27 msgid "The preconfigured activity types for the *CRM* app are as follows:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29 msgid "" ":guilabel:`Email`: adds a reminder to the chatter that prompts the " "salesperson to send an email." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30 msgid "" ":guilabel:`Call`: opens a calendar link where the salesperson can schedule " "time to call the contact." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32 msgid "" ":guilabel:`Meeting`: opens a calendar link where the salesperson can " "schedule time to have a meeting with the contact." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34 msgid ":guilabel:`To Do`: adds a general reminder task to the chatter." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35 msgid "" ":guilabel:`Upload Document`: adds a link on the activity where an external " "document can be uploaded. Note that the *Documents* app is **not** required " "to utilize this activity type." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39 msgid "" "If other applications are installed, such as *Sales* or *Accounting*, other " "activity types are made available in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45 msgid "Create a new activity type" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:47 msgid "" "To create a new activity type, click :guilabel:`New` at the top-left of the " "page to open a blank form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:50 msgid "" "At the top of the form, start by choosing a :guilabel:`Name` for the new " "activity type." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:53 msgid "Activity settings" msgstr "Paramètres des activités" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56 msgid "Action" msgstr "Action" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:58 msgid "" "The *Action* field specifies the intent of the activity. Some actions " "trigger specific behaviors after an activity is scheduled." msgstr "" "Le champ *Action* précise l'intention de l'activité. Certaines actions " "déclenchent des comportements spécifiques après avoir planifié une activité." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:61 msgid "" "If :guilabel:`Upload Document` is selected, a link to upload a document is " "added directly to the planned activity in the chatter." msgstr "" "Si vous sélectionnez :guilabel:`Charger un document`, un lien pour charger " "un document s'ajoute directement à l'activité planifiée dans le chatter." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:63 msgid "" "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " "have the option to open their calendar to schedule a time for this activity." msgstr "" "Si vous sélectionnez :guilabel:`Appel téléphonique` ou :guilabel:`Réunion`, " "les utilisateurs ont l'option d'ouvrir leur calendrier pour programmer une " "heure pour cette activité." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:65 msgid "" "If :guilabel:`Request Signature` is selected, a link is added to the planned" " activity in the chatter that opens a signature request pop-up window." msgstr "" "Si vous sélectionnez :guilabel:`Demander une signature`, un lien est ajouté " "à l'activité planifiée dans le chatter permettant d'ouvrir une fenêtre " "contextuelle de demande de signature." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "" "The Activity settings on a new activity type with emphasis on the Action " "field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:73 msgid "" "The actions available to select on an activity type vary, depending on the " "applications currently installed in the database." msgstr "" "Les actions disponibles pour sélectionner un type d'activité varient en " "fonction des applications actuellement installées dans la base de données." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77 msgid "Default user" msgstr "Utilisateur par défaut" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:79 msgid "" "To automatically assign this activity to a specific user when this activity " "type is scheduled, choose a name from the :guilabel:`Default User` drop-down" " menu. If this field is left blank, the activity is assigned to the user who" " creates the activity." msgstr "" "Pour assigner cette activité automatiquement à un utilisateur spécifique " "lorsque ce type d'activité est planifié, choisissez un nom dans le menu " "déroulant :guilabel:`Utilisateur par défaut`. Si ce champ est laissé vierge," " l'activité est assignée à l'utilisateur qui a créé l'activité." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84 msgid "Default summary" msgstr "Résumé par défaut" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:86 msgid "" "To include notes whenever this activity type is created, enter them into the" " :guilabel:`Default Summary` field." msgstr "" "Pour inclure des notes chaque fois que ce type d'activité est créé, " "saisissez-les dans le champ :guilabel:`Résumé par défaut`." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:90 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 "" "Les informations dans les champs :guilabel:`Utilisateur par défaut` et " ":guilabel:`Résumé par défaut` sont incluses lors de la création d'une " "activité. Toutefois, elles peuvent être modifiées avant que l'activité ne " "soit planifiée ou enregistrée." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95 msgid "Next activity" msgstr "Activité suivante" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:97 msgid "" "To automatically suggest, or trigger, a new activity after an activity has " "been marked complete, the :guilabel:`Chaining Type` must be set." msgstr "" "Pour suggérer ou déclencher automatiquement une nouvelle activité après " "qu'une activité a été marquée comme faite, vous devez définir le " ":guilabel:`Type de chaînage`." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101 msgid "Suggest next activity" msgstr "Suggérer l'activité suivante" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:103 msgid "" "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " "Activity`. Upon doing so, the field underneath changes to: " ":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " "select any activities to recommend as follow-up tasks to this activity type." msgstr "" "Dans le champ :guilabel:`Type de chaînage`, sélectionnez :guilabel:`Suggérer" " l'activité suivante`. Le champ situé en dessous devient alors " ":guilabel:`Suggérer`. Cliquez sur le menu déroulant :guilabel:`Suggérer` " "pour sélectionner les activités à recommander comme tâches de suivi pour ce " "type d'activité." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The Next Activity section on a new activity type form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:111 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:139 msgid "" "In the :guilabel:`Schedule` field, choose a default deadline for these " "activities. To do so, configure a desired number of :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " ":guilabel:`after completion date` or :guilabel:`after previous activity " "deadline`." msgstr "" "Dans le champ :guilabel:`Planifier`, choisissez un délai par défaut pour ces" " activités. Pour ce faire, configurez un nombre souhaité de " ":guilabel:`Jours`, :guilabel:`Semaines`, ou :guilabel:`Mois`. Puis décidez " "si elle doit avoir lieu :guilabel:`après la date d'achèvement` ou " ":guilabel:`après la date de fin de l'activité précédente`." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:116 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:144 msgid "" "This :guilabel:`Schedule` field information can be altered before the " "activity is scheduled." msgstr "" "Vous pouvez modifier ce champ :guilabel:`Planifier` avant que l'activité ne " "soit planifiée." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:118 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:146 msgid "When all configurations are complete, click :guilabel:`Save`." msgstr "" "Lorsque toutes les configurations sont terminées, cliquez sur " ":guilabel:`Enregistrer`." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:121 msgid "" "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " "Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " "users are presented with recommendations for activities as next steps." msgstr "" "Si le :guilabel:`Type de chaînage` de l'activité est défini sur " ":guilabel:`Suggérer l'activité suivante` et des activités sont répertoriées " "dans le champ :guilabel:`Suggérer`, les utilisateurs reçoivent des " "recommandations d'activités pour les étapes suivantes." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "" "A schedule activity pop-up with emphasis on the recommended activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130 msgid "Trigger next activity" msgstr "Déclencher l'activité suivante" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:132 msgid "" "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " "immediately launches the next activity once the previous one is completed." msgstr "" "Le fait de définir le :guilabel:`Type de chaînage` sur :guilabel:`Déclencher" " l'activité suivante` permet de lancer immédiatement l'activité suivante une" " fois que la précédente est terminée." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:135 msgid "" "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " "Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " ":guilabel:`Trigger` field drop-down menu, select the activity that should be" " launched once this activity is completed." msgstr "" "Si vous sélectionnez :guilabel:`Déclencher l'activité suivante` dans le " "champ :guilabel:`Type de chaînage`, le champ situé en dessous devient " ":guilabel:`Déclencher`. Dans le menu déroulant du champ " ":guilabel:`Déclencher`, sélectionnez l'activité qui doit être lancée une " "fois que cette activité est terminée." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:149 msgid "" "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" " Next Activity`, marking the activity as *Done* immediately launches the " "next activity listed in the :guilabel:`Trigger` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154 msgid "Activity tracking" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:156 msgid "" "To keep the pipeline up to date with the most accurate view of the status of" " activities, as soon as a lead is interacted with, the associated activity " "should be marked as *Done*. This ensures the next activity can be scheduled " "as needed. It also prevents the pipeline from becoming cluttered with past " "due activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:161 msgid "" "The pipeline is most effective when it is kept up-to-date and accurate to " "the interactions it is tracking." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:167 msgid "Activity plans" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169 msgid "" "*Activity plans* are preconfigured sequences of activities. When an activity" " plan is launched, every activity in the sequence is scheduled " "automatically." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:172 msgid "" "To create a new plan, navigate to :menuselection:`CRM app --> Configuration " "--> Activity Plan`. Click :guilabel:`New` at the top-left of the page to " "open a blank :guilabel:`Lead Plans` form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:175 msgid "" "Enter a name for the new plan in the :guilabel:`Plan Name` field. On the " ":guilabel:`Activities to Create` tab, click :guilabel:`Add a line` to add a " "new activity." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178 msgid "" "Select an :guilabel:`Activity Type` from the drop-down menu. Click " ":guilabel:`Search More` to see a complete list of available activity types, " "or to create a :ref:`new one `." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:182 msgid "" "Next, in the :guilabel:`Summary` field, enter any details to describe the " "specifics of the activity, including instructions for the salesperson or " "information due upon the completion of the activity. The contents of this " "field are included with the scheduled activity, and can be edited later." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:186 msgid "" "In the :guilabel:`Assignment` field, select one of the following options:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188 msgid "" ":guilabel:`Ask at launch`: activities are assigned to a user when the plan " "is scheduled." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:189 msgid "" ":guilabel:`Default user`: activities are always assigned to a specific user." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:191 msgid "" "If :guilabel:`Default user` is selected in the :guilabel:`Assignment` field," " choose a user in the :guilabel:`Assigned to` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195 msgid "" "Activity plans can feature activities that are assigned to default users and" " users assigned at the plan launch." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "A Lead Plan form with scheduled activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:202 msgid "" "Next, configure the timeline for the activity. Activities can be scheduled " "to occur either before the plan date or after. Use the :guilabel:`Interval` " "and :guilabel:`Units` fields to set the deadline for this activity. Lastly, " "in the :guilabel:`Trigger` field, select whether the activity should occur " "before or after the plan date." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208 msgid "" "An activity plan is created to handle high priority leads. Specifically, " "these leads should be contacted quickly, with a meeting scheduled within two" " days of the initial contact. The plan is configured with the following " "activities:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:212 msgid "Email two days **before** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213 msgid "Meeting zero days **before** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:214 msgid "Make quote three days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:215 msgid "Upload document three days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216 msgid "Follow-up five days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218 msgid "" "This sets the *plan date* as the meeting deadline, which is the objective of" " the plan. Before that date, there is lead time to contact the customer and " "prepare for the meeting. After that date, the salesperson has time to create" " a quote, upload the document, and follow-up." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:222 msgid "Repeat these steps for each activity included in the plan." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225 msgid "Launch an activity plan" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:227 msgid "" "To launch an activity plan on a *CRM* opportunity, navigate to " ":menuselection:`CRM app` and click on the Kanban card of an opportunity to " "open it." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:230 msgid "" "At the top-right of the chatter, click :guilabel:`Activities` to open the " ":guilabel:`Schedule Activity` pop-up window." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:233 msgid "" "In the :guilabel:`Plan` field, select the desired activity plan to launch. " "This generates a :guilabel:`Plan summary`, listing out the activities " "included in the plan. Select a :guilabel:`Plan Date` using the calendar " "popover. This updates the :guilabel:`Plan summary` with deadlines based on " "the intervals configured on the :ref:`activity plan `." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:238 msgid "" "Select a user in the :guilabel:`Assigned To` field. This user is assigned to" " any of the activities on the plan were configured with :guilabel:`Ask at " "launch` in the :guilabel:`Assignment` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The schedule activity pop-up window with an Activity plan selected." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:245 msgid "Click :guilabel:`Schedule`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:247 msgid "" "The details of the plan are added to the chatter, in addition to each of the" " activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The chatter thread of a CRM opportunity with a launched activity plan." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:254 msgid ":doc:`Activities `" msgstr "" #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "Analyser la performance" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:3 msgid "Expected revenue report" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:5 msgid "" "*Expected revenue* is the total cash value of leads that are expected to " "close by a certain date, usually the end of the current month." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:8 msgid "" "An *expected revenue report* compiles all active leads in a sales pipeline " "that have a set expected closing date, and compares how sales teams are " "performing in a given time frame." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1 msgid "Close up of the expected closing date on a lead in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:15 msgid "" "By pulling a monthly expected revenue report, sales managers can see which " "team members are reaching their goals, and who may need additional " "assistance to close valuable deals." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:19 msgid "Create an expected revenue report" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:21 msgid "" "To create an expected revenue report, first navigate to :menuselection:`CRM " "app --> Reporting --> Pipeline`. This opens the :guilabel:`Pipeline " "Analysis` dashboard." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:25 msgid "" "The *Pipeline Analysis* dashboard includes several filters in the search bar" " by default. Remove these before adding any additional custom filters." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:28 msgid "" "On the top-left of the report, click :guilabel:`Measures`, then select " ":guilabel:`Expected Revenue` from the drop-down menu." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:31 msgid "" "At the top of the page, click the :guilabel:`🔻(triangle pointed down)` icon " "to the right of the :guilabel:`Search...` bar to open the drop-down menu " "that contains :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click " ":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` " "pop-up window." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:39 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:53 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:68 msgid "Add custom filters" msgstr "Ajouter des filtres personnalisés" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:41 msgid "" "In order to generate an expected revenue report, filters need to be created " "for the following conditions:" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:44 msgid "" ":ref:`Expected closing date `: limits " "results to only include leads expected to close within a specific time " "frame." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:46 msgid "" ":ref:`Exclude unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:48 msgid "" ":ref:`Specific sales teams `: limits " "results to only include leads assigned to one or more sales teams. This " "filter is optional and should not be included if the report is intended for " "the entire company." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:55 msgid "Add filter for expected closing date" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:57 msgid "" "On the :guilabel:`Add Custom Filter` pop-up window, click into the first " "field of the new rule. Type `Expected Closing` into the " ":guilabel:`Search...` bar, or scroll to select it from the list. Click in " "the second field and select :guilabel:`is set`. This limits the results to " "only include leads where an estimated closing date is listed." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:62 msgid "" "Next, click the :guilabel:`➕ (plus)` icon to the right of the rule to " "duplicate it." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:65 msgid "" "Using the :guilabel:`➕ (plus)` icon makes it easy to add multiple rules " "based on the same filter." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:68 msgid "" "In the second field of the new rule, select :guilabel:`is between` from the " "drop-down menu. This creates a set time frame during which the expected " "closing date must occur for leads to be included in the results." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:72 msgid "" "Click in each date field, one at a time, and use the calendar popover window" " to add both a start and end date to the rule. This is usually the beginning" " and ending of the current month, or fiscal quarter." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:79 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:117 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:107 msgid "Exclude unassigned leads" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:81 msgid "" "After filtering for the expected closing date, add a :guilabel:`New Rule`. " "Then, click into the new rule's first field, and type `Salesperson` in the " ":guilabel:`Search...` bar, or scroll through the list to select it. Click in" " the rule's second field and select :guilabel:`is set` from the drop-down " "menu. This excludes any results without an assigned salesperson." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:89 msgid "Add a filter for sales teams" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:92 msgid "" "This filter is optional. To view results for the entire company, do **not** " "add this filter, and continue to :ref:`View results " "`." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:95 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:103 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:125 msgid "" "To limit the results of the report to one or more sales teams, click " ":guilabel:`New Rule`. Next, click the first field for the new rule, and type" " `Sales Team` in the :guilabel:`Search...` bar, or scroll to search through " "the list to locate it." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:99 msgid "" "In the rule's second field, select :guilabel:`is in` from the drop-down " "menu. Selecting this operator limits results to the sales teams indicated in" " the next field." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:102 msgid "" "Lastly, click into the third field, and either: make a selection from the " "complete list revealed in the popover menu, or type the first few characters" " of the specific sales team's title to quickly find and select it as a " "parameter." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:107 msgid "" "Multiple teams can be added to the `Sales Team` rule, where each parameter " "is treated with an \"or\" (e.g. \"any\") operator in the search logic." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1 msgid "" "Add Custom Filters pop-up window with custom filters configured for expected revenue\n" "report." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 #: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 #: ../../content/applications/sales/members/members_analysis.rst:39 msgid "View results" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:120 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:193 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:147 msgid "" "At the top of the :guilabel:`Add Custom Filter` form, there is an option to " "match :guilabel:`any` or :guilabel:`all` of the rules. In order to properly " "run the report, only records that match **all** of the following filters " "should be included. Before adding the filters, make sure :guilabel:`all` is " "selected in this field." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1 msgid "" "Emphasis on the match all filters option on the Add Custom Filter pop-up " "window." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:129 msgid "" "At the bottom of the :guilabel:`Add Custom Filter` form, click " ":guilabel:`Add`." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:132 #: ../../content/applications/sales/crm/performance/win_loss.rst:279 msgid "View options" msgstr "Options d'affichage" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:134 msgid "" "The expected revenue report benefits from utilizing multiple views. The " "default graph view can be used to identify which salespeople are expected to" " bring in the most revenue, while the list view and pivot view provide more " "detail on specific deals." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:140 #: ../../content/applications/sales/subscriptions/reports.rst:92 msgid "Graph view" msgstr "Vue graphique" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:142 msgid "" "The *graph view* is used to visualize data, and is beneficial in identifying" " patterns and trends." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:145 msgid "" "*Bar charts* are used to show the distribution of data across several " "categories or among several salespeople." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:148 msgid "" "*Line charts* are useful to show changing trends over a period of time." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:150 msgid "" "*Pie charts* are useful to show the distribution, or comparison, of data " "among a small number of categories or salespeople, specifically how they " "form the meaningful part of a whole picture." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:154 msgid "" "The default view for the expected revenue report is the bar chart, stacked. " "To change to a different graph view, click one of the icons at the top-left " "of the report. While both the line chart and bar chart are available in " "stacked view, the pie chart is not." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "" "Close up view of the graph icons on the Pipeline analysis report in the CRM " "app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:162 msgid "Graph view icons in order: bar chart, line chart, pie chart, stacked." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:164 #: ../../content/applications/sales/subscriptions/reports.rst:131 msgid "List view" msgstr "Vue de liste" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:166 msgid "" "The *list view* provides a list of all leads that are expected to close by " "the designated date. Clicking on a lead in list view opens the record for " "detailed analysis, but many insights can be gleaned from the basic view." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:170 msgid "" "To switch to the list view, click the :guilabel:`≣ (list)` icon at the top-" "right of the report." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the list view icon in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:177 msgid "" "To add additional metrics to the report, click the *additional options menu*" " indicated by the :guilabel:`toggle` icon at the top-right of the list." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the toggle icon in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:184 msgid "" "Clicking the toggle icon in *list view* opens the *additional options menu*." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:186 msgid "" "Select any additional metrics from the drop-down menu to add them to the " "list view. Some options that may be useful are :guilabel:`Expected Closing` " "and :guilabel:`Probability`." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:189 #: ../../content/applications/sales/subscriptions/reports.rst:143 msgid "Pivot view" msgstr "Vue tableau croisé dynamique" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:191 msgid "" "The *pivot view* arranges all leads that are expected to close by the " "designated date into a dynamic table." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:194 msgid "" "To switch to the pivot view, click the :guilabel:`Pivot` icon at the top-" "right of the report." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the pivot view icon in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:200 msgid "" "When the pivot view is selected for this report, the X-axis lists the stages" " in the pipeline, while the Y-axis defaults to group the results by their " "creation date. To switch these groupings, click the flip access icon " "(:guilabel:`⇄`) at the top of the report." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:204 msgid "" "To add additional measures to the report, click the :guilabel:`Measures` " "button at the top-left of the report. Select any additional metrics from the" " drop-down menu." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:207 msgid "" "To add a group to a row or column to the pivot view, click the :guilabel:`➕ " "(plus sign)` next to :guilabel:`Total`, and then select one of the groups. " "To remove one, click the :guilabel:`➖ (minus sign)` and de-select the " "appropriate option." msgstr "" "Pour ajouter un groupe à une ligne ou colonne dans la vue tableau croisé " "dynamique, cliquez sur :guilabel:`➕ (signe plus)` à côté du " ":guilabel:`Total` et sélectionnez un des groupes. Pour en supprimer un, " "cliquez sur :guilabel:`➖ (signe moins)` et désactivez l'option appropriée." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:211 msgid "" "Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an " "editable spreadsheet format within the *Dashboards* app. If the Odoo " "*Documents* app is installed, the report can be inserted into a blank or " "existing spreadsheet, and exported." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:3 msgid "Forecast report" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:9 msgid "" "The *Forecast* report in the *CRM* app allows users to view upcoming " "opportunities and build a forecast of potential sales. Opportunities are " "grouped by the month of their expected closing date, and can be dragged-and-" "dropped to adjust the deadline." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:13 msgid "" "To access the *Forecast* report, navigate to :menuselection:`CRM app --> " "Reporting --> Forecast`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:16 msgid "Navigate the forecast report" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:18 msgid "" "The default :guilabel:`Forecast` report includes opportunities assigned to " "the current user's pipeline, and are expected to close within four months. " "It also shows opportunities without an assigned expected closing date. The " "opportunities are grouped by month in a :icon:`oi-view-kanban` " ":guilabel:`(Kanban)` view." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst-1 msgid "A sample version of the Forecast report in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:28 msgid "Expected closing date" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:30 msgid "" "Opportunities are grouped by the date assigned in the *Expected Closing* " "field on an opportunity form. To change this date directly from the " ":guilabel:`Forecast` page, select the Kanban card for the desired " "opportunity, then click and drag the card to the desired column." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:35 msgid "" "The default time frame for the forecast is *month*. This can be changed by " "clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" " report. Under the :guilabel:`Group By` heading in the resulting drop-down " "menu, click :guilabel:`Expected Closing` to expand the list of available " "options, and select a desired amount of time from the list." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:40 msgid "" "After an opportunity is added to a new month, the *Expected Closing* field " "on the opportunity form is updated to the *last* date of the new month." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:44 msgid "" "The *Expected Closing* field can also be manually updated on the opportunity" " card. To do that, click on the Kanban card for an opportunity on the " ":guilabel:`Forecast` page to open the opportunity's detail form. Click in " "the :guilabel:`Expected Closing` field, and use the calendar popover to " "select a new closing date." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:50 msgid "Prorated revenue" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:52 msgid "" "At the top of the column for each month on the :guilabel:`Forecast` " "reporting page, to the right of the progress bar, is a sum of the prorated " "revenue for that time frame." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:55 msgid "The prorated revenue is calculated using the formula below:" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:57 msgid "" "\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " "Revenue}" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:61 msgid "" "As opportunities are moved from one column to another, the column's revenue " "is automatically updated to reflect the change." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:65 msgid "A forecast report for June includes two opportunities:" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:67 msgid "" "The first opportunity, `Global Solutions`, has an expected revenue of " "`$3,800`, and a probability of `90%`. This results in a prorated revenue of " "`$3,420`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:70 msgid "" "The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " "`$22,500`, and a probability of `20%`. This results in a prorated revenue of" " `$4,500`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:73 msgid "" "The combined prorated revenue of the opportunities is `$7,920`, which is " "listed at the top of the column for the month." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:0 msgid "" "An example of the prorated revenue for one month of the forecast report." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:81 msgid "" "For more information on how probability is assigned to opportunities, see " ":doc:`../track_leads/lead_scoring`" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:87 msgid "" "Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " "graph view. Then, click the corresponding icon at the top of the report to " "switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" "chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " "chart)`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst-1 msgid "A pie chart view of the Forecast report." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:96 msgid "" "Click the |pivot| to change to the pivot view, or the |list| to change to " "the list view." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:99 #: ../../content/applications/sales/members/members_analysis.rst:49 msgid "" "The :ref:`pivot view ` can be used to view and " "analyze data in a more in-depth manner. Multiple measures can be selected, " "and data can be viewed by month, and by opportunity stage." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:0 msgid "A sample of the forecast report in the pivot view." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:108 msgid "To save this report as a *favorite*, see :ref:`search/favorites`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Analyse du pipeline" #: ../../content/applications/sales/crm/performance/win_loss.rst:5 msgid "" "The *CRM* app manages the sales pipeline as leads/opportunities move from " "stage to stage, origination to sale (**Won**) or archival (**Lost**)." msgstr "" "L'application *CRM* gère le pipeline des ventes au fur et à mesure que les " "pistes/opportunités passent d'une étape à l'autre, de la création à la vante" " (**Gagné**) ou à l'archivage (**Perdu**)." #: ../../content/applications/sales/crm/performance/win_loss.rst:8 msgid "" "After organizing the pipeline, use the search options and reports available " "on the *Pipeline Analysis* page to gain insight into the effectiveness of " "the pipeline and its users." msgstr "" "Après avoir organisé le pipeline, utilisez les options de recherche et les " "rapports disponibles sur la page *Analyse du pipeline* pour mieux comprendre" " l'efficacité du pipeline et de ses utilisateurs." #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "" "To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> " "Reporting --> Pipeline`." msgstr "" "Pour accéder à la page *Analyse du pipeline*, allez à l'application " ":menuselection:`CRM --> Analyse --> Pipeline`." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "Open the CRM app and click on the Reporting tab along the top, then click " "Pipeline." msgstr "" "Ouvrez l'application CRM et cliquez sur l'onglet Analyse dans le menu " "supérieur, puis cliquez sur Pipeline." #: ../../content/applications/sales/crm/performance/win_loss.rst:20 msgid "Navigate the pipeline analysis page" msgstr "La page d'analyse du pipeline" #: ../../content/applications/sales/crm/performance/win_loss.rst:22 msgid "" "Upon accessing the :guilabel:`Pipeline Analysis` page, a bar graph " "showcasing the leads from the past year automatically populates. The bars " "represent the number of leads in each stage of the sales pipeline, color-" "coded to show the month the lead reached that stage." msgstr "" "Lorsque vous accédez à la page :guilabel:`Analyse du pipeline`, un graphique" " à barres affichant les pistes de l'année passée s'affiche automatiquement. " "Les barres représentent le nombre de pistes dans chaque étape du pipeline " "des ventes, avec un code couleur indiquant le mois au cours du quel la piste" " a atteint cette étape." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The default state of the Pipeline Analysis page is a graph, with many " "options to change it." msgstr "" "Le statut par défaut de la page Analyse du pipeline est un graphique, mais " "de nombreuses options permettent de le modifier." #: ../../content/applications/sales/crm/performance/win_loss.rst:30 msgid "" "The interactive elements of the :guilabel:`Pipeline Analysis` page " "manipulate the graph to report different metrics in several views. From " "left-to-right, top-to-bottom, the elements include:" msgstr "" "Les éléments interactifs de la page :guilabel:`Analyse du pipeline` " "manipulent le graphique pour présenter différentes mesures dans plusieurs " "vues. De gauche à droite et de haut en bas, les éléments sont les suivants :" #: ../../content/applications/sales/crm/performance/win_loss.rst:33 msgid "" ":guilabel:`Actions`: represented by the :guilabel:`⚙️ (gear)` icon, located " "next to the :guilabel:`Pipeline Analysis` page title. When clicked, a drop-" "down menu appears with three options, each with their own sub-menu: " ":guilabel:`Knowledge`, :guilabel:`Dashboard`, :guilabel:`Spreadsheet`. (See " ":ref:`Save and share reports ` for more information)" msgstr "" ":guilabel:`Actions` : représenté par l'icône d'engrenage :guilabel:`⚙️`, " "située à côté du titre :guilabel:`Analyse du pipeline`. Lorsque vous cliquez" " dessus, un menu déroulant s'affiche avec trois options, chacune avec leur " "propre sous-menu : :guilabel:`Connaissances`, :guilabel:`Tableau de bord`, " ":guilabel:`Feuille de calcul`. (Consultez :ref:`Enregistrer et partager les " "rapports ` pour plus d'informations)" #: ../../content/applications/sales/crm/performance/win_loss.rst:39 msgid "" "The :guilabel:`Knowledge` option is for linking to or inserting the graph in" " a *Knowledge* app article." msgstr "" "L'option :guilabel:`Connaissances` permet de lier ou d'insérer le graphique " "dans un article de l'application *Connaissances*." #: ../../content/applications/sales/crm/performance/win_loss.rst:41 msgid "" "The :guilabel:`Dashboard` option is for adding the graph to a dashboard in " "the *Dashboards* app." msgstr "" "L'option :guilabel:`Tableau de bord` permet d'ajouter le graphique à un " "tableau de bord dans l'application *Tableaux de bord*." #: ../../content/applications/sales/crm/performance/win_loss.rst:42 msgid "" "The :guilabel:`Spreadsheet` option is for linking the graph in a spreadsheet" " in the *Documents* app." msgstr "" "L'option :guilabel:`Feuille de calcul` permet de lier le graphique dans une " "feuille de calcul dans l'application *Documents*." #: ../../content/applications/sales/crm/performance/win_loss.rst:44 msgid "" ":guilabel:`Search...` bar: shows the filters and groupings currently being " "applied to the graph. To add new filters/groups, type them into the search " "bar, or click the :guilabel:`⬇️ (down arrow)` icon, at the end of the bar, " "to open a drop-down menu of options. (See :ref:`Search Options " "` for more information)" msgstr "" "Barre :guilabel:`Rechercher...` : affiche les filtres et les groupements qui" " sont appliqués au graphique. Pour ajouter de nouveaux filtres/groupes, " "saisissez-les dans la barre de recherche ou cliquez sur l'icône " ":guilabel:`⬇️ (flèche vers le bas)` à la fin de la barre, pour ouvrir un " "menu déroulant d'options. (Consultez :ref:`Options de recherche " "` pour plus d'informations)" #: ../../content/applications/sales/crm/performance/win_loss.rst:49 msgid "" "In the upper-right corner, there are view options represented by different " "icons. (See :ref:`View Options ` for more information)" msgstr "" "Dans le coin supérieur droit, des options d'affichage sont représentées par " "différentes icônes. (Consultez :ref:`Options d'affichage ` " "pour plus d'informations)" #: ../../content/applications/sales/crm/performance/win_loss.rst:52 msgid "" ":guilabel:`Graph` view: displays the data in a bar graph. This is the " "default view." msgstr "" "Vue :guilabel:`Graphique` : affiche les données sous la forme d'un graphique" " à barres. Il s'agit de la vue par défaut." #: ../../content/applications/sales/crm/performance/win_loss.rst:53 msgid "" ":guilabel:`Pivot` view: displays the data in a customizable, categorized " "metrics table." msgstr "" "Vue :guilabel:`Tableau croisé dynamique` : affiche les données dans un " "tableau de métriques personnalisable et catégorisé." #: ../../content/applications/sales/crm/performance/win_loss.rst:54 msgid "" ":guilabel:`Cohort` view: displays and organizes the data, based on their " ":guilabel:`Created on` and :guilabel:`Closed Date` week (default), day, " "month, or year." msgstr "" "Vue :guilabel:`Cohorte` : affiche et organise les données en fonction de la " "semaine (par défaut), du jour, du mois ou de l'année où elles ont été " ":guilabel:`créées` et :guilabel:`clôturées`." #: ../../content/applications/sales/crm/performance/win_loss.rst:56 msgid ":guilabel:`List` view: displays the data in a list." msgstr "Vue :guilabel:`Liste` : affiche les données sous forme de liste." #: ../../content/applications/sales/crm/performance/win_loss.rst:58 msgid "" "Located on the far-left side of the page, beneath the :guilabel:`Pipeline " "Analysis` page title, there are more configurable filter and view options." msgstr "" "Situées à l'extrême gauche de la page, sous le titre :guilabel:`Analyse du " "pipeline`, les options de filtrages et d'affichage sont davantage " "configurables. " #: ../../content/applications/sales/crm/performance/win_loss.rst:61 msgid "" ":guilabel:`Measures`: opens a drop-down menu of different measurement " "options that can be seen in the graph, pivot, or cohort view. The " ":guilabel:`Measure` drop-down menu is not available in the list view. (See " ":ref:`Measurement Options ` for more information)" msgstr "" ":guilabel:`Mesures` : ouvre un menu déroulant de différentes options de " "mesure qui peuvent être visualisées dans le graphique, le tableau croisé " "dynamique ou la vue de cohorte. Le menu déroulant :guilabel:`Mesure` n'est " "pas disponible en vue de liste. (Consultez :ref:`Options de mesure " "` pour plus d'informations)" #: ../../content/applications/sales/crm/performance/win_loss.rst:64 msgid "" ":guilabel:`Insert in Spreadsheet`: opens a pop-up window with options for " "adding a graph or pivot table to a spreadsheet in the *Documents* app or a " "dashboard in the *Dashboards* app. This option is not available in the " "cohort or list view." msgstr "" ":guilabel:`Insérer dans feuille de calcul` : ouvre une fenêtre contextuelle " "pour ajouter un graphique ou un tableau croisé dynamique à une feuille de " "calcul dans l'application *Documents* ou à un tableau de bord dans " "l'application *Tableaux de bord*. Cette option n'est pas disponible dans la " "vue cohorte ou liste." #: ../../content/applications/sales/crm/performance/win_loss.rst:68 msgid "With the graph view selected, the following options are available:" msgstr "" "Lorsque la vue graphique est sélectionnée, les options suivantes sont " "disponibles :" #: ../../content/applications/sales/crm/performance/win_loss.rst:70 msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart." msgstr "" ":guilabel:`Graphique à barres` : transforme le graphique en graphique à " "barres." #: ../../content/applications/sales/crm/performance/win_loss.rst:71 msgid ":guilabel:`Line Chart`: switches the graph to a line chart." msgstr "" ":guilabel:`Graphique linéaire` : transforme le graphique en graphique " "linéaire." #: ../../content/applications/sales/crm/performance/win_loss.rst:72 msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart." msgstr "" ":guilabel:`Graphique circulaire` : transforme le graphique en graphique " "circulaire." #: ../../content/applications/sales/crm/performance/win_loss.rst:73 msgid "" ":guilabel:`Stacked`: when selected, the results of each stage of the graph " "are stacked on top of each other. When not selected, the results in each " "stage are shown as individual bars." msgstr "" ":guilabel:`Empilé` : lorsque cette option est sélectionnée, les résultats de" " chaque étape du graphique sont empilés les uns sur les autres. Si cette " "option n'est pas sélectionnée, les résultats de chaque étape sont affichées " "sous forme de barres individuelles." #: ../../content/applications/sales/crm/performance/win_loss.rst:75 msgid "" ":guilabel:`Descending`: re-orders the stages in the graph in descending " "order from left-to-right. Click the icon a second time to deselect it. " "Depending on the search criteria, this option may not be available." msgstr "" ":guilabel:`Descendant` : réorganise les étapes du graphique dans l'ordre " "décroissant de gauche à droite. Cliquez une seonde fois sur l'icône pour la " "désélectionner. En fonction des critères de recherche, cette option peut ne " "pas être disponible." #: ../../content/applications/sales/crm/performance/win_loss.rst:78 msgid "" ":guilabel:`Ascending`: re-orders the stages in the graph in ascending order " "from left-to-right. Click the icon a second time to deselect it. Depending " "on the search criteria, this option may not be available." msgstr "" ":guilabel:`Ascendant` : réorganise les étapes du graphique dans l'ordre " "ascendant de gauche à droite. Cliquez une seconde fois sur l'icône pour la " "désélectionner. En fonction des critères de recherche, cette option peut ne " "pas être disponible." #: ../../content/applications/sales/crm/performance/win_loss.rst:82 msgid "With the pivot view selected, the following options are available:" msgstr "" "Lorsque la vue tableau croisé dynamique est sélectionnée, les options " "suivantes sont disponibles :" #: ../../content/applications/sales/crm/performance/win_loss.rst:84 #: ../../content/applications/sales/crm/performance/win_loss.rst:326 msgid ":guilabel:`Flip Axis`: flips the X and Y axis for the entire table." msgstr "" ":guilabel:`Inverser les axes` : invertit les axes X et Y de tout le tableau." #: ../../content/applications/sales/crm/performance/win_loss.rst:85 #: ../../content/applications/sales/crm/performance/win_loss.rst:327 msgid "" ":guilabel:`Expand All`: when additional groupings are selected using the " ":guilabel:`➕ (plus sign)` icons, this button opens those groupings under " "every row." msgstr "" ":guilabel:`Tout déplier` : lorsque des regroupements suppléments sont " "sélectionnés à l'aide des icônes :guilabel:`➕ (signe plus)`, ce bouton ouvre" " ces regroupements sous chaque ligne. " #: ../../content/applications/sales/crm/performance/win_loss.rst:87 #: ../../content/applications/sales/crm/performance/win_loss.rst:329 msgid ":guilabel:`Download xlsx`: downloads the table as an Excel file." msgstr "" ":guilabel:`Télécharger le xlsx` : télécharge le tableau sous forme de " "fichier Excel." #: ../../content/applications/sales/crm/performance/win_loss.rst:92 msgid "Search options" msgstr "Options de recherche" #: ../../content/applications/sales/crm/performance/win_loss.rst:94 msgid "" "The :guilabel:`Pipeline Analysis` page can be customized with various " "filters and grouping options." msgstr "" "Il est possible de personnaliser la page :guilabel:`Analyse du pipeline` à " "l'aide de divers filtres et options de regroupement." #: ../../content/applications/sales/crm/performance/win_loss.rst:96 msgid "" "To add new search criteria, type the desired criteria into the search bar, " "or click the :guilabel:`⬇️ (down arrow)` icon, next to the search bar, to " "open a drop-down menu of all options. See the sections below for more " "information on what each option does." msgstr "" "Pour ajouter de nouveaux critères de recherche, saisissez les critères " "souhaités dans la barre de recherche ou cliquez sur l'icône :guilabel:`⬇️ " "(flèche vers le bas)`, à côté de la barre de recherche, pour ouvrir un menu " "déroulant de toutes les options. Voir les sections suivantes pour plus " "d'informations sur la fonction de chaque option. " #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "Clicking on the down arrow next to the search bar opens a menu of filters " "for the analysis." msgstr "" "En cliquant sur la flèche vers le bas à côté de la barre de recherche, vous " "ouvrez un menu de filtres pour l'analyse." #: ../../content/applications/sales/crm/performance/win_loss.rst:106 msgid "Filters" msgstr "Filtres" #: ../../content/applications/sales/crm/performance/win_loss.rst:108 msgid "" "The :guilabel:`Filters` section allows users to add pre-made and custom " "filters to the search criteria. Multiple filters can be added to a single " "search." msgstr "" "La section :guilabel:`Filtres` permet aux utilisateurs d'ajouter des filtres" " préfabriqués et personnalisés aux critères de recherche. Vous pouvez " "ajouter plusieurs filtres à une seule recherche." #: ../../content/applications/sales/crm/performance/win_loss.rst:111 msgid ":guilabel:`My Pipeline`: show leads assigned to the current user." msgstr "" ":guilabel:`Mon pipeline` : affiche les pistes assignées à l'utilisateur " "actuel." #: ../../content/applications/sales/crm/performance/win_loss.rst:112 msgid "" ":guilabel:`Opportunities`: show leads that have been qualified as " "opportunities." msgstr "" ":guilabel:`Opportunités` : affiche les pistes qui sont été qualifiées " "d'opportunités." #: ../../content/applications/sales/crm/performance/win_loss.rst:113 msgid "" ":guilabel:`Leads`: show leads that have yet to be qualified as " "opportunities." msgstr "" ":guilabel:`Pistes` : affiche les pistes qui doivent encore être qualifiées " "d'opportunités." #: ../../content/applications/sales/crm/performance/win_loss.rst:114 msgid ":guilabel:`Active`: show active leads." msgstr ":guilabel:`Actif` : affiche les pistes actives." #: ../../content/applications/sales/crm/performance/win_loss.rst:115 msgid ":guilabel:`Inactive`: show inactive leads." msgstr ":guilabel:`Inactif` : affiche les pistes inactives." #: ../../content/applications/sales/crm/performance/win_loss.rst:116 msgid ":guilabel:`Won`: show leads that have been marked **Won**." msgstr "" ":guilabel:`Gagné` : affiche les pistes qui ont été marquées comme " "**gagnées**." #: ../../content/applications/sales/crm/performance/win_loss.rst:117 msgid ":guilabel:`Lost`: show leads that have been marked **Lost**." msgstr "" ":guilabel:`Perdu` : affiche les pistes qui ont déjà été marquées comme " "**perdues**." #: ../../content/applications/sales/crm/performance/win_loss.rst:118 msgid "" ":guilabel:`Created On`: show leads that were created during a specific " "period of time. By default, this is the past year, but it can be adjusted as" " needed, or removed entirely." msgstr "" ":guilabel:`Créé le` : affiche les pistes qui ont été créées pendant période " "spécifique. Par défaut, il s'agit de l'année passe, mais la période peut " "être modifiée si nécessaire ou supprimée entièrement." #: ../../content/applications/sales/crm/performance/win_loss.rst:120 msgid "" ":guilabel:`Expected Closing`: show leads that are expected to close (marked " "**Won**) during a specific period of time." msgstr "" ":guilabel:`Date de clôture prévue` : affiche les pistes qui devraient être " "clôturées (marquées **gagnées**) pendant une période spécifique." #: ../../content/applications/sales/crm/performance/win_loss.rst:122 msgid "" ":guilabel:`Date Closed`: show leads that were closed (marked **Won**) during" " a specific period of time." msgstr "" ":guilabel:`Date de clôture` : affiche les pistes qui ont été clôturées " "(marquées **gagnées**) pendant une période spécifique." #: ../../content/applications/sales/crm/performance/win_loss.rst:124 msgid "" ":guilabel:`Archived`: show leads that have been archived (marked **Lost**)." msgstr "" ":guilabel:`Archivé` : affiche les pistes qui ont été archivées (marquées " "**perdues**)." #: ../../content/applications/sales/crm/performance/win_loss.rst:125 msgid "" ":guilabel:`Add Custom Filter`: allows the user to create a custom filter " "with numerous options. (See :ref:`Add Custom Filters and Groups " "` for more information)" msgstr "" ":guilabel:`Ajouter un filtre personnalisé` : permet à l'utilisateur de créer" " un filtre personnalisé avec de nombreuses options. (Consultez :ref:`Ajouter" " des filtres et groupes personnalisés ` pour plus " "d'informations)" #: ../../content/applications/sales/crm/performance/win_loss.rst:129 msgid "Group By" msgstr "Regrouper par" #: ../../content/applications/sales/crm/performance/win_loss.rst:131 msgid "" "The :guilabel:`Group By` section allows users to add pre-made and custom " "groupings to the search results. Multiple groupings can be added to split " "results into more manageable chunks." msgstr "" "La section :guilabel:`Regrouper par` permet aux utilisateurs d'ajouter des " "regroupements préétablis et personnalisés aux résultats de recherche. " "Plusieurs groupes peuvent être ajoutés pour diviser les résultats en " "morceaux plus faciles à gérer." #: ../../content/applications/sales/crm/performance/win_loss.rst:135 msgid "" "The order that groupings are added affects how the final results are " "displayed. Try selecting the same combinations in a different order to see " "what works best for each use case." msgstr "" "L'ordre dans lequel les regroupements sont ajoutés a une incidence sur " "l'affichage des résultats finaux. Essayez de sélectionner les mêmes " "combinaisons dans un ordre différent pour voir ce qui fonctionne le mieux " "pour chaque cas d'utilisation." #: ../../content/applications/sales/crm/performance/win_loss.rst:139 msgid "" ":guilabel:`Salesperson`: groups the results by the Salesperson to whom a " "lead is assigned." msgstr "" ":guilabel:`Vendeur` : regroupe les résultats par vendeur auquel la piste est" " assignée." #: ../../content/applications/sales/crm/performance/win_loss.rst:140 msgid "" ":guilabel:`Sales Team`: groups the results by the Sales Team to whom a lead " "is assigned." msgstr "" ":guilabel:`Équipe commerciale` : regroupe les résultats en fonction de " "l'équipe commerciale à laquelle une piste est assignée." #: ../../content/applications/sales/crm/performance/win_loss.rst:141 msgid "" ":guilabel:`City`: groups the results by the city from which a lead " "originated." msgstr "" ":guilabel:`Ville` : regroupe les résultats en fonction de la ville d'où " "provient la piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:142 msgid "" ":guilabel:`Country`: groups the results by the country from which a lead " "originated." msgstr "" ":guilabel:`Pays` : regroupe les résultats en fonction du pays d'où provient " "la piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:143 msgid "" ":guilabel:`Company`: groups the results by the company to which a lead " "belongs (if multiple companies are activated in the database)." msgstr "" ":guilabel:`Société` : regroupe les résultats en fonction de la société à " "laquelle la piste appartient (si plusieurs sociétés sont activées dans la " "base de données)." #: ../../content/applications/sales/crm/performance/win_loss.rst:145 msgid "" ":guilabel:`Stage`: groups the results by the stages of the sales pipeline." msgstr "" ":guilabel:`Étape` : regroupe les résultats en fonction des étapes du " "pipeline des ventes." #: ../../content/applications/sales/crm/performance/win_loss.rst:146 msgid "" ":guilabel:`Campaign`: groups the results by the marketing campaign from " "which a lead originated." msgstr "" ":guilabel:`Campagne` : regroupe les résultats en fonction de la campagne " "marketing à l'origine de la piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:148 msgid "" ":guilabel:`Medium`: groups the results by the medium (Email, Google Adwords," " Website, etc.) from which a lead originated." msgstr "" ":guilabel:`Médium` : regroupe les résultats en fonction du médium (Email, " "Google Adwords, Site web, etc.) d'où provient la piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:150 msgid "" ":guilabel:`Source`: groups the results by the source (Search engine, Lead " "Recall, Newsletter, etc.) from which a lead originated." msgstr "" ":guilabel:`Source` : regroupe les résultats en fonction de la source (moteur" " de recherche, rappel de la piste, newsletter, etc.) d'où provient la piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:152 msgid "" ":guilabel:`Creation Date`: groups the results by the date a lead was added " "to the database." msgstr "" ":guilabel:`Date de création` : regroupe les résultats en fonction de la date" " à laquelle une piste a été ajoutée à la base de données." #: ../../content/applications/sales/crm/performance/win_loss.rst:153 msgid "" ":guilabel:`Conversion Date`: groups the results by the date a lead was " "converted to an opportunity." msgstr "" ":guilabel:`Date de conversion` : regroupe les résultats en fonction de la " "date à laquelle une piste a été convertie en opportunité." #: ../../content/applications/sales/crm/performance/win_loss.rst:155 msgid "" ":guilabel:`Expected Closing`: groups the results by the date a lead is " "expected to close (marked \"Won\")." msgstr "" ":guilabel:`Date de clôture prévue` : regroupe les résultats en fonction de " "la date à laquelle une piste devrait être clôturée (marquée \"gagnée\")." #: ../../content/applications/sales/crm/performance/win_loss.rst:157 msgid "" ":guilabel:`Closed Date`: groups the results by the date a lead was " "closed(marked \"Won\")." msgstr "" ":guilabel:`Date de clôture` : regroupe les résultats en fonction de la date " "à laquelle une piste a été clôturée (marquée \"gagnée\")." #: ../../content/applications/sales/crm/performance/win_loss.rst:158 msgid "" ":guilabel:`Lost Reason`: groups the results by the reason selected when a " "lead was marked \"Lost.\"" msgstr "" ":guilabel:`Motif de perte` : regroupe les résultats en fonction du motif " "sélectionné lorsqu'une piste a été \"perdue\"." #: ../../content/applications/sales/crm/performance/win_loss.rst:160 msgid "" ":guilabel:`Add Custom Group`: allows the user to create a custom group with " "numerous options. (See :ref:`Adding Custom Filters and Groups " "` for more information)" msgstr "" ":guilabel:`Ajouter un groupe personnalisé` : permet à l'utilisateur de créer" " un groupe personnalisé en utilisant de nombreuses options. (Consultez " ":ref:`Ajouter des filtres et groupes personnalisés " "` pour plus d'informations)" #: ../../content/applications/sales/crm/performance/win_loss.rst:164 msgid "Comparison" msgstr "Comparaison" #: ../../content/applications/sales/crm/performance/win_loss.rst:166 msgid "" "The :guilabel:`Comparison` section allows users to add comparisons to the " "same search criteria over another period of time." msgstr "" "La section :guilabel:`Comparaison` permet aux utilisateurs d'ajouter des " "comparaisons aux mêmes critères de recherche sur une autre période." #: ../../content/applications/sales/crm/performance/win_loss.rst:169 msgid "" "This option is only available if the search includes time-based filters, " "such as :guilabel:`Created On`, :guilabel:`Expected Closing`, or " ":guilabel:`Date Closed`. While multiple time-based filters can be added at " "once, only one comparison can be selected at a time." msgstr "" "Cette option n'est disponible que si la recherche inclut des filtres " "temporels, tels que :guilabel:`Créé le`, :guilabel:`DAte de clôture prévue`," " ou :guilabel:`Date de clôture`. Si plusieurs filtres temporels peuvent être" " ajoutés simultanément, une seule comparaison peut être sélectionnée à la " "fois." #: ../../content/applications/sales/crm/performance/win_loss.rst:174 msgid "" ":guilabel:`Previous Period`: adds a comparison to the same search criteria " "from the previous period." msgstr "" ":guilabel:`Période précédente` : ajoute une comparaison avec les mêmes " "critères de recherche de la période précédente." #: ../../content/applications/sales/crm/performance/win_loss.rst:176 msgid "" ":guilabel:`Previous Year`: adds a comparison to the same search criteria " "from the previous year." msgstr "" ":guilabel:`Année précédente` : ajoute une comparaison avec les mêmes " "critères de recherche de l'année précédente." #: ../../content/applications/sales/crm/performance/win_loss.rst:179 msgid "Favorites" msgstr "Favoris" #: ../../content/applications/sales/crm/performance/win_loss.rst:181 msgid "" "The :guilabel:`Favorites` section allows users to save a search for later, " "so it does not need to be recreated every time." msgstr "" "La section :guilabel:`Favoris` permet aux utilisateurs d'enregistrer une " "recherche plus plus tard, pour éviter de voir la recréer chaque fois." #: ../../content/applications/sales/crm/performance/win_loss.rst:184 msgid "" "Multiple searches can be saved, shared with others, or even set as the " "default for whenever the :guilabel:`Pipeline Analysis` page is opened." msgstr "" "Plusieurs recherches peuvent être enregistrées, partagées avec d'autres ou " "même définies comme la valeur par défaut chaque fois que la page " ":guilabel:`Analyse du pipeline` s'ouvre." #: ../../content/applications/sales/crm/performance/win_loss.rst:187 msgid "" ":guilabel:`Save current search`: save the current search criteria for later." msgstr "" ":guilabel:`Enregistrer la recherche actuelle` : enregistrez les critères de " "recherche actuels pour plus tard." #: ../../content/applications/sales/crm/performance/win_loss.rst:189 msgid "" ":guilabel:`Default filter`: when saving a search, check this box to make it " "the default search filter when the :guilabel:`Pipeline Analysis` page is " "opened." msgstr "" ":guilabel:`Filtre par défaut` : lorsque vous enregistrez une recherche, " "cochez cette case pour en faire le filtre de recherche par défaut lorsque " "vous ouvrez la page :guilabel:`Analyse du pipeline`." #: ../../content/applications/sales/crm/performance/win_loss.rst:191 msgid "" ":guilabel:`Shared`: when saving a search, check this box to make it " "available to other users." msgstr "" ":guilabel:`Partagé` : lorsque vous enregistrez une recherche, cochez cette " "case pour la rendre disponible à d'autres utilisateurs." #: ../../content/applications/sales/crm/performance/win_loss.rst:197 msgid "Add custom filters and groups" msgstr "Ajouter des filtres et groupes personnalisés" #: ../../content/applications/sales/crm/performance/win_loss.rst:199 msgid "" "In addition to the pre-made options in the search bar, the " ":guilabel:`Pipeline Analysis` page can also utilize custom filters and " "groups." msgstr "" "En plus des options préétablies dans la barre de recherche, la page " ":guilabel:`Analyse du pipeline` peut également utiliser des filtres et des " "groupes personnalisés." #: ../../content/applications/sales/crm/performance/win_loss.rst:202 msgid "" "Custom filters are complex rules that further customize the search results, " "while custom groups display the information in a more organized fashion." msgstr "" "Les filtres personnalisés sont des règles complexes qui permettent de " "personnaliser davantage les résultats de recherche, tandis que les groupes " "personnalisés permettent d'afficher les informations d'une manière plus " "organisée." #: ../../content/applications/sales/crm/performance/win_loss.rst:205 msgid "**To add a custom filter:**" msgstr "**Pour ajouter un filtre personnalisé :**" #: ../../content/applications/sales/crm/performance/win_loss.rst:207 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` " "icon next to the :guilabel:`Search...` bar." msgstr "" "Sur la page :guilabel:`Analyse du pipeline`, cliquez sur l'icône de la " ":guilabel:`flèche vers le bas` à côté de la barre :guilabel:`Rechercher...`." #: ../../content/applications/sales/crm/performance/win_loss.rst:209 msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`." msgstr "" "Dans le menu déroulant, cliquez sur :guilabel:`Ajouter un filtre " "personnalisé`." #: ../../content/applications/sales/crm/performance/win_loss.rst:210 msgid "" "The :guilabel:`Add Custom Filter` pop-up window appears with a default rule " "(:guilabel:`Country is in _____`) comprised of three unique fields. These " "fields can be edited to make a custom rule, and multiple rules can be added " "to a single custom filter." msgstr "" "La fenêtre contextuelle :guilabel:`Ajouter un filtre personnalisé` s'ouvre " "avec une règle par défaut (:guilabel:`Pays est dans _____`) constituée de " "trois champs uniques. Ces champs peuvent être modifiés pour créer une règle " "personnalisée et plusieurs règles peuvent être ajoutées pour créer un seul " "filtre personnalisé." #: ../../content/applications/sales/crm/performance/win_loss.rst:213 msgid "" "To edit a rule, start by clicking the first field (:guilabel:`Country`), and" " select an option from the drop-down menu. The first field determines the " "primary subject of the rule." msgstr "" "Pour modifier une règle, commencez par cliquer sur le premier champ " "(:guilabel:`Pays`), et sélectionnez une option dans le menu déroulant. Le " "premier champ détermine le premier sujet de la règle." #: ../../content/applications/sales/crm/performance/win_loss.rst:215 msgid "" "Next, click the second field, and select an option from the drop-down menu. " "The second field determines the relationship of the first and third fields, " "and is usually an **is** or **is not** statement, but can also be **greater " "than or less than** statements, and more." msgstr "" "Ensuite, cliquez sur le deuxième champ et sélectionnez une option dans le " "menu déroulant. Le deuxième champ détermine la relation entre les premier et" " troisième champs et est généralement une déclaration **est** ou **n'est " "pas**, mais peut aussi être **supérieur ou inférieur à** et bien plus " "encore." #: ../../content/applications/sales/crm/performance/win_loss.rst:218 msgid "" "Finally, click the third field, and select an option from the drop-down " "menu. The third field determines the secondary subject of the rule." msgstr "" "Enfin, cliquez sur le troisième champ et sélectionnez une option dans le " "menu déroulant. Le troisième champ détermine le sujet secondaire de la " "règle." #: ../../content/applications/sales/crm/performance/win_loss.rst:220 msgid "With all three fields selected, the rule is complete." msgstr "Lorsque les trois champs sont sélectionnés, la règle est complète." #: ../../content/applications/sales/crm/performance/win_loss.rst:222 msgid "" "**To add more rules:** click :guilabel:`New Rule` and repeat steps 4-7, as " "needed." msgstr "" "**Pour ajouter plus de règles :** cliquez sur :guilabel:`Nouvelle règle` et " "répétez les étapes 4-7 le cas échéant." #: ../../content/applications/sales/crm/performance/win_loss.rst:223 msgid "" "**To delete a rule:** click the :guilabel:`🗑️ (trash)` icon to the right of " "the rule." msgstr "" "**Pour supprimer une règle :** cliquez sur l'icône :guilabel:`🗑️ " "(corbeille)` à droite de la règle. " #: ../../content/applications/sales/crm/performance/win_loss.rst:224 msgid "" "**To duplicate an existing rule:** click the :guilabel:`➕ (plus sign)` icon " "to the right of the rule." msgstr "" "**Pour dupliquer une règle existante :** cliquez sur l'icône :guilabel:`➕ " "(signe plus)` à droite de la règle." #: ../../content/applications/sales/crm/performance/win_loss.rst:226 msgid "" "**To create more complex rules:** click the :guilabel:`Add branch` icon to " "the right of the rule. This adds another modifier below the rule for adding " "an \"all of\" or \"any of\" statement." msgstr "" "**Pour créer des règles plus complexes :** cliquez sur l'icône " ":guilabel:`Ajouter une branche` à droite de la règle. Cette option permet " "d'ajouter un autre modificateur sous la règle pour ajouter une déclaration " "\"toutes\" ou \"une\"." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The add branch feature allows the creation of more complex all or any " "statements for rules." msgstr "" "La fonctionnalité Ajouter une branche permet de créer des déclarations " "toutes ou une plus complexes pour les règles." #: ../../content/applications/sales/crm/performance/win_loss.rst:233 msgid "" "Once all rules have been added, click :guilabel:`Add` to add the custom " "filter to the search criteria." msgstr "" "Une fois que toutes les règles ont été ajoutées, cliquez sur " ":guilabel:`Ajouter` pour ajouter le filtre personnalisé aux critères de " "recherche. " #: ../../content/applications/sales/crm/performance/win_loss.rst:236 msgid "" "**To remove a custom filter:** click the :guilabel:`✖️ (x)` icon beside the " "filter in the search bar." msgstr "" "**Pour supprimer un filtre personnalisé :** cliquez sur l'icône " ":guilabel:`✖️ (x)` à côté du filtre dans la barre de recherche. " #: ../../content/applications/sales/crm/performance/win_loss.rst:239 msgid "**To add a custom group:**" msgstr "**Pour ajouter un groupe personnalisé :**" #: ../../content/applications/sales/crm/performance/win_loss.rst:241 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` " "icon next to the search bar." msgstr "" "Sur la page :guilabel:`Analyse du pipeline`, cliquez sur l'icône " ":guilabel:`flèche vers le bas` à côté de la barre de recherche." #: ../../content/applications/sales/crm/performance/win_loss.rst:243 msgid "" "In the drop-down menu that appears, click :guilabel:`Add Custom Group`." msgstr "" "Dans le menu déroulant qui s'ouvre, cliquez sur :guilabel:`Ajouter un groupe" " personnalisé`." #: ../../content/applications/sales/crm/performance/win_loss.rst:244 msgid "" "Scroll through the options in the drop-down menu, and select one or more " "groups." msgstr "" "Faites défiler les options dans le menu déroulant et sélectionnez un ou " "plusieurs groupes." #: ../../content/applications/sales/crm/performance/win_loss.rst:246 msgid "" "**To remove a custom group:** click the :guilabel:`✖️ (x)` icon beside the " "custom group in the search bar." msgstr "" "**Pour supprimer un groupe personnalisé :** cliquez sur l'icône " ":guilabel:`✖️ (x)` à côté du groupe personnalisé dans la barre de recherche." #: ../../content/applications/sales/crm/performance/win_loss.rst:252 msgid "Measurement options" msgstr "Options de mesure" #: ../../content/applications/sales/crm/performance/win_loss.rst:254 msgid "" "By default, the :guilabel:`Pipeline Analysis` page measures the total " ":guilabel:`Count` of leads that match the search criteria, but can be " "changed to measure other items of interest." msgstr "" "Par défaut, la page :guilabel:`Analyse du pipeline` mesure le " ":guilabel:`Nombre` total de pistes qui correspondent aux critères de " "recherche, mais cette mesure peut être modifiée pour mesure d'autres " "éléments d'intérêt." #: ../../content/applications/sales/crm/performance/win_loss.rst:257 msgid "" "To change the selected measurement, click the :guilabel:`Measures` button on" " the top-left of the page, and select one of the following options from the " "drop-down menu:" msgstr "" "Pour modifier la mesure sélectionnée, cliquez sur le bouton " ":guilabel:`Mesures` dans le coin supérieur gauche de la page et sélectionnez" " l'une des options suivantes dans le menu déroulant :" #: ../../content/applications/sales/crm/performance/win_loss.rst:260 msgid "" ":guilabel:`Days to Assign`: measures the number of days it took a lead to be" " assigned after creation." msgstr "" ":guilabel:`Jours pour assigner` : mesure le nombre de jours qu'il a fallu " "pour assigner une piste après sa création." #: ../../content/applications/sales/crm/performance/win_loss.rst:262 msgid "" ":guilabel:`Days to Close`: measures the number of days it took a lead to be " "closed (marked **Won**)." msgstr "" ":guilabel:`Jours pour clôturer` : mesure le nombre de jours qu'il a fallut " "pour clôturer une piste (marquée **gagnée**)." #: ../../content/applications/sales/crm/performance/win_loss.rst:264 msgid "" ":guilabel:`Days to Convert`: measures the number of days it took a lead to " "be converted to an opportunity." msgstr "" ":guilabel:`Jour pour convertir` : mesure le nombre de jours qu'il a fallu " "pour convertir une piste en opportunité." #: ../../content/applications/sales/crm/performance/win_loss.rst:266 msgid "" ":guilabel:`Exceeded Closing Days`: measures the number of days by which a " "lead exceeded its Expected Closing date." msgstr "" ":guilabel:`Jours de clôture dépassés` : mesure le nombre de jours de " "dépassement de la date de clôture prévue pour une piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:268 msgid "" ":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead." msgstr "" ":guilabel:`MRR attendu` : mesure le revenu récurrent attendu d'une piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:269 msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead." msgstr ":guilabel:`Revenu attendu` : mesure le revenu attendu d'une piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:270 msgid "" ":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of" " a lead." msgstr "" ":guilabel:`MRR au prorata` : mesure le revenu récurrent mensuel au prorata " "d'une piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:271 msgid "" ":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring " "Revenues of a lead." msgstr "" ":guilabel:`Revenus récurrents proratisés` : mesure les revenus récurrents " "proratisés d'une piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:272 msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead." msgstr "" ":guilabel:`Revenu au prorata` : mesure le revenu proratisé d'une piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:273 msgid "" ":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead." msgstr "" ":guilabel:`Revenus récurrents` : mesure les revenus récurrents d'une piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:274 msgid "" ":guilabel:`Count`: measures the total amount of leads that match the search " "criteria." msgstr "" ":guilabel:`Comptage` : mesure le nombre total de pistes qui correspond aux " "critères de recherche." #: ../../content/applications/sales/crm/performance/win_loss.rst:281 msgid "" "After configuring filters, groupings, and measurements, the " ":guilabel:`Pipeline Analysis` page can display the data in a variety of " "ways. By default, the page uses the graph view, but can be changed to a " "pivot view, cohort view, or list view." msgstr "" "Après avoir configuré les filtres, les regroupements et les mesures, la page" " :guilabel:`Analyse du pipeline` peut afficher les données de plusieurs " "manières. Par défaut, la page est affichée en vue graphique, mais elle peut " "aussi être affichée en vue tableau croisé dynamique, cohorte ou liste." #: ../../content/applications/sales/crm/performance/win_loss.rst:285 msgid "" "To change the pipeline to a different view, click one of the four view " "icons, located in the top-right of the :guilabel:`Pipeline Analysis` page." msgstr "" "Pour changer l'option d'affichage du pipeline, cliquez sur l'une des quatre " "icônes d'affichage, situées dans le coin supérieur droit de la page " ":guilabel:`Analyse du pipeline`. " #: ../../content/applications/sales/crm/performance/win_loss.rst:290 msgid "Graph View" msgstr "Vue graphique" #: ../../content/applications/sales/crm/performance/win_loss.rst:292 msgid "" "The graph view is the default selection for the :guilabel:`Pipeline " "Analysis` page. It displays the analysis as either a: bar chart, line chart," " or pie chart." msgstr "" "La vue graphique est la sélection par défaut de la page :guilabel:`Analyse " "du pipeline`. Elle affiche l'analyse sous la forme d'un graphique à barres, " "d'un graphique linéaire ou d'un graphique circulaire." #: ../../content/applications/sales/crm/performance/win_loss.rst:295 msgid "" "This view option is useful for quickly visualizing and comparing simple " "relationships, like the :guilabel:`Count` of leads in each stage, or the " "leads assigned to each :guilabel:`Salesperson`." msgstr "" "Cette option d'affichage est utile pour visualiser et comparer rapidement " "des relations simples, comme le :guilabel:`Nombre` de pistes à chaque étape " "ou les pistes assignées à chaque :guilabel:`Vendeur`." #: ../../content/applications/sales/crm/performance/win_loss.rst:299 msgid "" "By default, the graph measures the :guilabel:`Count` of leads in each group," " but this can be changed by clicking the :guilabel:`Measures` button, and " ":ref:`selecting another option ` from the resulting drop-" "down menu." msgstr "" "Par défaut, le graphique mesure le :guilabel:`Nombre` de pistes dans chaque " "groupe, mais cela peut être modifié en cliquant sur le bouton " ":guilabel:`Mesures` et en :ref:`sélectionnant une autre option " "` dans le menu déroulant résultant." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "The Graph View displays the analysis as a Bar Chart, Line Chart, or Pie " "Chart." msgstr "" "La vue graphique affiche l'analyse sous la forme d'un graphique à barres, " "d'un graphique linéaire ou d'un graphique circulaire." #: ../../content/applications/sales/crm/performance/win_loss.rst:308 msgid "" "When using a bar chart in this view, consider deselecting the " ":guilabel:`Stacked` option, in order to make the breakdown of results more " "legible." msgstr "" "Lorsque vous utilisez un graphique à barres dans cette vue, pensez à " "désélectionner l'option :guilabel:`Empilé`, afin de rendre la répartition " "des résultats plus lisible. " #: ../../content/applications/sales/crm/performance/win_loss.rst:311 #: ../../content/applications/sales/crm/performance/win_loss.rst:512 msgid "Pivot View" msgstr "Vue Pivot" #: ../../content/applications/sales/crm/performance/win_loss.rst:313 msgid "" "The pivot view displays the results of the analysis as a table. By default, " "the table groups the results by the stages of the sales pipeline, and " "measures :guilabel:`Expected Revenue`." msgstr "" "La vue tableau croisé dynamique affiche les résultats de l'analyse sous " "forme de tableau. Par défaut, le tableau regroupe les résultats en fonction " "des étapes du pipeline des ventes et mesure le :guilabel:`Revenu attendu`." #: ../../content/applications/sales/crm/performance/win_loss.rst:316 msgid "" "The pivot view is useful for analyzing more detailed numbers than the graph " "view can handle, or for adding the data to a spreadsheet, where custom " "formulas can be set up, like in an Excel file." msgstr "" "Le tableau croisé dynamique est utile pour analyser des chiffres d'une " "manière plus détaillée que dans la vue graphique ou pour ajouter les données" " à une feuille de calcul, où vous pouvez configurer des formules " "personnalisées, comme dans un fichier Excel." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Pivot View displays the analysis as a table." msgstr "Le tableau croisé dynamique affiche l'analyse sous forme de tableau." #: ../../content/applications/sales/crm/performance/win_loss.rst:324 msgid "" "The three icons at the top-left of the page perform the following functions:" msgstr "" "Les trois icônes en haut à gauche de la page remplissent les fonctions " "suivantes :" #: ../../content/applications/sales/crm/performance/win_loss.rst:332 msgid "" "The :guilabel:`Stage` grouping cannot be removed, but the measurement can be" " changed by clicking the :guilabel:`Measures` button, and selecting another " "option." msgstr "" "Il n'est pas possible de supprimer le regroupement :guilabel:`Étape`, mais " "la mesure peut être modifiée en cliquant sur le bouton :guilabel:`Mesures` " "et en sélectionnant une autre option." #: ../../content/applications/sales/crm/performance/win_loss.rst:335 msgid "Cohort View" msgstr "Vue Cohorte" #: ../../content/applications/sales/crm/performance/win_loss.rst:337 msgid "" "The cohort view displays the analysis as periods of time (cohorts) that can " "be set to days, weeks, months, or years. By default, :guilabel:`Week` is " "selected." msgstr "" "La vue cohorte affiche l'analyse sous forme de périodes de temps (cohortes) " "qui peuvent être définies comme des jours, des semaines, des mois ou des " "années. Par défaut, l'option :guilabel:`Semaine` est sélectionnée." #: ../../content/applications/sales/crm/performance/win_loss.rst:340 msgid "" "This view option is useful specifically for comparing how long it has taken " "to close leads." msgstr "" "Cette option d'affichage est particulièrement utile, car elle permet de " "comparer le temps nécessaire à la clôture des pistes." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Cohort View displays the analysis as individual weeks of the year." msgstr "" "La vue cohorte affiche l'analyse sous forme de semaines individuelles de " "l'année." #: ../../content/applications/sales/crm/performance/win_loss.rst:346 msgid "" "From left-to-right, top-to-bottom, the columns in the chart represent the " "following:" msgstr "" "De gauche à droite et du haut en bas, les colonnes du tableau représentent " "les éléments suivants :" #: ../../content/applications/sales/crm/performance/win_loss.rst:348 msgid "" ":guilabel:`Created On`: rows in this column represent the weeks of the year," " in which records matching the search criteria exist." msgstr "" ":guilabel:`Créé le` : les lignes de cette colonne représentent les semaines " "de l'année, au cours desquelles les enregistrements correspondant aux " "critères de recherche existent." #: ../../content/applications/sales/crm/performance/win_loss.rst:351 msgid "" "When set to :guilabel:`Week`, a row with the label :guilabel:`W52 2023` " "means the results occurred in: Week 52 of the Year 2023." msgstr "" "Lorsqu'elle est définie sur :guilabel:`Semaine`, une ligne portant le " "libellé :guilabel:`S52 2023` signifie que les résultats ont été obtenus au " "cours de la Semaine 52 de l'Année 2023." #: ../../content/applications/sales/crm/performance/win_loss.rst:353 msgid "" ":guilabel:`Measures`: the second column in the chart is the measurement of " "the results. By default, it is set to :guilabel:`Count`, but can be changed " "by clicking the :guilabel:`Measures` button, and selecting an option from " "the drop-down menu." msgstr "" ":guilabel:`Mesures` : la deuxième colonne du graphique indique la mesure des" " résultats. Par défaut, elle est définie sur :guilabel:`Comptage`, mais elle" " peut être modifiée en cliquant sur le bouton :guilabel:`Mesures` et en " "sélectionnant une option dans le menu déroulant." #: ../../content/applications/sales/crm/performance/win_loss.rst:356 msgid "" ":guilabel:`Closed Date - By Day/Week/Month/Year`: this column looks at what " "percentage of the measured results were closed in subsequent " "days/weeks/months/years." msgstr "" ":guilabel:`Date de clôture - Par jour/semaine/mois/année` : cette colonne " "indique le pourcentage des résultats analysés qui ont été clôturés dans les " "jours/semaines/mois/années suivants." #: ../../content/applications/sales/crm/performance/win_loss.rst:358 msgid "" ":guilabel:`Average`: this row provides the average of all other rows in the " "column." msgstr "" ":guilabel:`Moyenne` : cette ligne indique la moyenne de toutes les autres " "lignes dans la colonne." #: ../../content/applications/sales/crm/performance/win_loss.rst:360 msgid "" "The cohort view can also be downloaded as an Excel file, by clicking the " ":guilabel:`Download` icon in the top-left of the page." msgstr "" "Il est également possible de télécharger la vue cohorte sous forme de " "fichier Excel en cliquant sur l'icône :guilabel:`Télécharger` en haut à " "gauche de la page." #: ../../content/applications/sales/crm/performance/win_loss.rst:363 #: ../../content/applications/sales/crm/performance/win_loss.rst:537 msgid "List View" msgstr "Vue liste" #: ../../content/applications/sales/crm/performance/win_loss.rst:365 msgid "" "The list view displays a single list of all leads matching the search " "criteria. Clicking a lead opens the record for closer review. Additional " "details such as :guilabel:`Country`, :guilabel:`Medium`, and more can be " "added to the list, by clicking the :guilabel:`Filters` icon in the top-right" " of the list." msgstr "" "La vue de liste affiche une liste unique de toutes les pistes correspondant " "aux critères de recherche. Un clic sur une piste ouvre l'enregistrement pour" " un examen plus approfondi. Des détails supplémentaires tels que le " ":guilabel:`Pays`, le :guilabel:`Médium`, etc. peuvent être ajoutés à la " "liste en cliquant sur l'icône :guilabel:`Filtres` en haut à droite de la " "liste." #: ../../content/applications/sales/crm/performance/win_loss.rst:370 msgid "This view option is useful for reviewing many records at once." msgstr "" "Cette option d'affichage est utile, car elle permet d'afficher beaucoup " "d'enregistrements en même temps." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "The List View displays a single list of all records matching the search " "criteria." msgstr "" "La vue de liste affiche une liste unique de tous les enregistrements " "correspondant aux critères de recherche." #: ../../content/applications/sales/crm/performance/win_loss.rst:376 msgid "" "Clicking the :guilabel:`⚙️ (gear)` icon opens the Actions drop-down menu, " "with options for the following:" msgstr "" "Le fait de cliquer sur l'icône d'engrenage :guilabel:`⚙️` permet d'ouvrir le" " menu déroulant des Actions, proposant les options suivantes : " #: ../../content/applications/sales/crm/performance/win_loss.rst:379 msgid "" ":guilabel:`Import records`: opens a page for uploading a spreadsheet of " "data, as well as a template spreadsheet to easily format that data." msgstr "" ":guilabel:`Importer des enregistrements` : ouvre une page permettant de " "charger une feuille de calcul de données, ainsi qu'un modèle de feuille de " "calcul pour facilement formater ces données." #: ../../content/applications/sales/crm/performance/win_loss.rst:381 msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel." msgstr "" ":guilabel:`Tout exporter` : télécharge la liste sous la forme de fichier " "xlsx pour Excel." #: ../../content/applications/sales/crm/performance/win_loss.rst:382 msgid "" ":guilabel:`Knowledge`: inserts a view of, or link to, the list in an article" " in the *Knowledge* app." msgstr "" ":guilabel:`Connaissances` : insère la vue ou un lien vers la vue dans un " "article de l'application *Connaissances*." #: ../../content/applications/sales/crm/performance/win_loss.rst:384 msgid "" ":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* " "app." msgstr "" ":guilabel:`Tableau de bord` : ajoute la liste à *Mes tableaux de bord* dans " "l'application *Tableaux de bord*." #: ../../content/applications/sales/crm/performance/win_loss.rst:385 msgid "" ":guilabel:`Spreadsheet`: links to, or inserts, the list in a spreadsheet in " "the *Documents* app." msgstr "" ":guilabel:`Feuille de calcul` : lie ou insère la liste dans une feuille de " "calcul dans l'application *Documents*." #: ../../content/applications/sales/crm/performance/win_loss.rst:389 msgid "" "On the list view, clicking :guilabel:`New` closes the list, and opens the " "*New Quotation* page. Clicking :guilabel:`Generate Leads` opens a pop-up " "window for lead generation. Neither feature is intended to manipulate the " "list view." msgstr "" "Sur la vue de liste, le fait de cliquer sur :guilabel:`Nouveau` ferme la " "liste et ouvre la page *Nouveau devis*. Le fait de cliquer sur " ":guilabel:`Générer des pistes` ouvre une fenêtre contextuelle permettant de " "générer des pistes. Aucune de ces fonctionnalités n'est destinée à manipuler" " la vue de liste." #: ../../content/applications/sales/crm/performance/win_loss.rst:396 #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:77 msgid "Create reports" msgstr "Créer des rapports" #: ../../content/applications/sales/crm/performance/win_loss.rst:398 msgid "" "After understanding how to :ref:`navigate the pipeline analysis page " "`, the :guilabel:`Pipeline Analysis` page can be used to " "create and share different reports. Between the pre-made options and custom " "filter and groupings, almost any combination is possible." msgstr "" "Une fois que vous avez compris comment :ref:`naviguer sur la page d'analyse " "du pipeline `, vous pouvez utiliser la page " ":guilabel:`Analyse du pipeline` pour créer et partager différents rapports. " "Entre les options préétablies et les filtres et regroupements personnalisés," " presque toutes les combinaisons sont possibles." #: ../../content/applications/sales/crm/performance/win_loss.rst:402 msgid "" "Once created, reports can be :ref:`saved to favorites, shared with other " "users, and/or added to dashboards and spreadsheets `." msgstr "" "Une fois créés, les rapports peuvent être :ref:`enregistrés dans les " "favoris, partagés avec d'autres utilisateurs et/ou ajoutés à des tableaux de" " bord et des feuilles de calcul `." #: ../../content/applications/sales/crm/performance/win_loss.rst:405 msgid "" "A few common reports that can be created using the :guilabel:`Pipeline " "Analysis` page are detailed below." msgstr "" "Voici quelques exemples de rapports courants qui peuvent être créés à l'aide" " de la page :guilabel:`Analyse du pipeline`." #: ../../content/applications/sales/crm/performance/win_loss.rst:411 msgid "Win/Loss reports" msgstr "Rapports gain/perte" #: ../../content/applications/sales/crm/performance/win_loss.rst:413 msgid "" "Win/Loss is a calculation of active or previously active leads in a pipeline" " that were either marked as **Won** or **Lost** over a specific period of " "time. By calculating opportunities won over opportunities lost, teams can " "clarify key performance indicators (KPIs) that are converting leads into " "sales, such as specific teams or team members, certain marketing mediums or " "campaigns, and so on." msgstr "" "Gain/perte est un calcul des pistes actives ou précédemment actives dans un " "pipeline qui ont été marquées comme **gagnées** ou **perdues** au cours " "d'une certaine période de temps. En calculant les opportunités gagnées par " "rapport aux opportunités perdues, les équipes peuvent clarifier les " "indicateurs clés de performance (KPI) qui convertissent les pistes en " "ventes, tels que des équipes ou des membres d'équipe spécifiques, certaines " "médiums ou campagnes de marketing, etc." #: ../../content/applications/sales/crm/performance/win_loss.rst:419 msgid "" "\\begin{equation}\n" "Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n" "\\end{equation}\n" "\n" msgstr "" "\\begin{equation}\n" "Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n" "\\end{equation}\n" "\n" #: ../../content/applications/sales/crm/performance/win_loss.rst:424 msgid "" "A win/loss report filters the leads from the past year, whether won or lost," " and groups the results by their stage in the pipeline. Creating this report" " requires a custom filter, and grouping the results by :guilabel:`Stage`." msgstr "" "Un rapport gain/perte permet de filtrer les pistes de l'année écoulée, " "qu'elles soient gagnées ou perdues, et de regrouper les résultats par leur " "étape dans le pipeline. Pour créer ce rapport, vous devez créer un filtre " "personnalisé et regrouper les résultats par :guilabel:`Étape`." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The search criteria for win/loss reports is Created On, Stage, and Active is" " in true false." msgstr "" "Les critères de recherche pour les rapports gain/perte sont Créé le, Étape " "et Actif est dans vrai faux." #: ../../content/applications/sales/crm/performance/win_loss.rst:432 msgid "Follow the steps below to create a win/loss report:" msgstr "Suivez les étapes suivantes pour créer un rapport gain/perte :" #: ../../content/applications/sales/crm/performance/win_loss.rst:434 msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`." msgstr "Allez à l'application :menuselection:`CRM --> Analyse --> Pipeline`." #: ../../content/applications/sales/crm/performance/win_loss.rst:435 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down " "arrow)` icon, next to the search bar, to open a drop-down menu of filters " "and groupings." msgstr "" "Sur la page :guilabel:`Analyse du pipeline`, cliquez sur l'icône " ":guilabel:`⬇️ (flèche vers le bas)` à côté de la barre de recherche, pour " "ouvrir un menu déroulant de filtres et de regroupements." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu containing the filters for a basic win/loss report." msgstr "" "Le menu de recherche contient les filtres permettant de créer un rapport " "gain/perte de base." #: ../../content/applications/sales/crm/performance/win_loss.rst:442 msgid "" "In drop-down menu that appears, under the :guilabel:`Group By` heading, " "click :guilabel:`Stage`." msgstr "" "Dans le menu déroulant qui s'ouvre, dans la section :guilabel:`Regrouper " "par`, cliquez sur :guilabel:`Étape`." #: ../../content/applications/sales/crm/performance/win_loss.rst:443 msgid "" "Under the :guilabel:`Filters` heading, click :guilabel:`Add Custom Filter` " "to open another pop-up menu." msgstr "" "Dans la section :guilabel:`Filtres`, cliquez sur :guilabel:`Ajouter un " "filtre personnalisé` pour ouvrir une autre fenêtre contextuelle." #: ../../content/applications/sales/crm/performance/win_loss.rst:445 msgid "" "In the :guilabel:`Add Custom Filter` pop-up menu, click on the first field " "in the :guilabel:`Match any of the following rules:` section. By default, " "this field displays :guilabel:`Country`." msgstr "" "Dans le menu contextuel :guilabel:`Ajouter un filtre personnalisé`, cliquez " "sur le premier champ dans la section :guilabel:`Faire correspondre une des " "règles suivantes :`. Par défaut, ce champ affiche :guilabel:`Pays`." #: ../../content/applications/sales/crm/performance/win_loss.rst:448 msgid "" "Clicking that first field reveals a sub-menu with numerous options to choose" " from. From this sub-menu, locate and select the :guilabel:`Active` option. " "Doing so automatically populates the remaining fields." msgstr "" "Si vous cliquez sur ce premier champ, un sous-menu avec de nombreuses " "options s'affiche. Dans ce sous-menu, recherchez et sélectionnez l'option " ":guilabel:`Actif`. Cette opération remplit automatiquement les autres " "champs." #: ../../content/applications/sales/crm/performance/win_loss.rst:452 msgid "" "The first field reads: :guilabel:`Active`. The second field reads: " ":guilabel:`is`. And lastly, the third field reads: :guilabel:`set`." msgstr "" "Le premier champ est :guilabel:`Actif`, le deuxième champ est " ":guilabel:`est` et le troisième champ est :guilabel:`défini`." #: ../../content/applications/sales/crm/performance/win_loss.rst:455 msgid "In total, the rule reads: :guilabel:`Active is set`." msgstr "En fin de compte, la règle est : :guilabel:`Actif est défini`." #: ../../content/applications/sales/crm/performance/win_loss.rst:456 msgid "" "Click :guilabel:`New Rule`, change the first field to :guilabel:`Active`, " "and the last field to :guilabel:`not set`. In total, the rule reads " ":guilabel:`Active is not set`." msgstr "" "Cliquez sur :guilabel:`Nouvelle règle`, définissez le premier champ sur " ":guilabel:`Actif`, et le dernier champ sur :guilabel:`non défini`. En fin de" " compte, la règle est : :guilabel:`Actif n'est pas défini`." #: ../../content/applications/sales/crm/performance/win_loss.rst:458 #: ../../content/applications/sales/crm/performance/win_loss.rst:640 msgid "Click :guilabel:`Add`." msgstr "Cliquez sur :guilabel:`Ajouter`." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The Add Custom Filter menu showing two rules: (1) Active is set, and (2) " "Active is not set." msgstr "" "Le menu Ajouter un filtre personnalisé affiche deux règles : (1) Actif est " "défini, et (2) Actif est non défini. " #: ../../content/applications/sales/crm/performance/win_loss.rst:464 msgid "" "The report now displays the total :guilabel:`Count` of leads, whether " "\"Won\" or \"Lost,\" grouped by their stage in the CRM pipeline. Hover over " "a section of the report to see the number of leads in that stage." msgstr "" "Le rapport montre à présent le :guilabel:`Nombre` total de pistes, qu'elles " "soient \"gagnées\" ou \"perdues\", regroupées par leur étape dans le " "pipeline CRM. Passez la souris sur une section du rapport pour voir le " "nombre de pistes dans cette étape." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "A basic win/loss report showing all leads whether won or lost grouped by " "stage." msgstr "" "Un rapport gain/perte de base montrant toutes les pistes, gagnées ou " "perdues, regroupées par étape." #: ../../content/applications/sales/crm/performance/win_loss.rst:473 msgid "Customize win/loss reports" msgstr "Personnaliser les rapports gain/perte" #: ../../content/applications/sales/crm/performance/win_loss.rst:475 msgid "" "After :ref:`creating a win/loss report `, consider using " "the options below to customize the report for different needs." msgstr "" "Après avoir :ref:`créé un rapport gain/perte `, vous " "pouvez utiliser les options suivantes pour personnaliser le rapport en " "fonction de vos besoins." #: ../../content/applications/sales/crm/performance/win_loss.rst:479 msgid "" "A sales manager might group wins and losses by salesperson, or sales team, " "to see who has the best conversion rate. Or, a marketing team might group by" " sources, or medium, to determine where their advertising has been most " "successful." msgstr "" "Un directeur des ventes peut regrouper les gains et les pertes par vendeur " "ou par équipe commerciale pour déterminer qui a le meilleur taux de " "conversion. Ou encore, une équipe de marketing peut regrouper par sources ou" " médium pour déterminer où sa publicité a eu le plus de succès." #: ../../content/applications/sales/crm/performance/win_loss.rst:485 msgid "Filters and groups" msgstr "Filtres et regroupements" #: ../../content/applications/sales/crm/performance/win_loss.rst:487 msgid "" "To add more filters and groups, click the :guilabel:`⬇️ (down arrow)` icon, " "next to the search bar, and select one or more options from the drop-down " "menu." msgstr "" "Pour ajouter plus de filtres et de regroupements, cliquez sur l'icône " ":guilabel:`⬇️ (flèche vers le bas)` à côté de la barre de recherche et " "sélectionnez une ou plusieurs options dans le menu déroulant." #: ../../content/applications/sales/crm/performance/win_loss.rst:490 msgid "Some useful options include:" msgstr "Voici quelques options utiles :" #: ../../content/applications/sales/crm/performance/win_loss.rst:492 msgid "" ":guilabel:`Created on`: adjusting this filter to a different period of time," " such as the last 30 days, or the last quarter, can provide more timely " "results." msgstr "" ":guilabel:`Créé le` : la définition de ce filtre sur une période différente," " telle que les 30 derniers jours ou le dernier trimestre, peut fournir des " "résultats plus opportuns." #: ../../content/applications/sales/crm/performance/win_loss.rst:494 msgid "" ":guilabel:`Add Custom Filter`: clicking this option, and scrolling through " "the numerous options in the drop-down menu, opens up additional search " "criteria, like :guilabel:`Last Stage Update` or :guilabel:`Lost Reason`." msgstr "" ":guilabel:`Ajouter un filtre personnalisé` : si vous cliquez sur cette " "option, un menu déroulant avec de nombreuses options et de critères de " "recherche supplémentaires s'ouvre, comme :guilabel:`Dernière mise à jour de " "l'étape` ou :guilabel:`Motif de perte`." #: ../../content/applications/sales/crm/performance/win_loss.rst:497 msgid "" ":guilabel:`Add Custom Group > Active`: Clicking :menuselection:`Add Custom " "Group --> Active` separates the results into **Won** (:guilabel:`true`) or " "**Lost** (:guilabel:`false`). This shows at what stage leads are being " "marked **Won** or **Lost**." msgstr "" ":guilabel:`Ajouter un groupe personnalisé > Actif` : le fait de cliquer sur " ":menuselection:`Ajouter un groupe personnalisé --> Actif` permet de classer " "les résultats en deux catégories : **Gagné** (:guilabel:`vrai`) ou **Perdu**" " (:guilabel:`faux`). Cela montre à quelle étape les pistes sont marquées " "comme **gagnées** ou **perdues**." #: ../../content/applications/sales/crm/performance/win_loss.rst:500 msgid "" ":guilabel:`Multiple Groupings`: add multiple :guilabel:`Group By` selections" " to split results into more relevant and manageable chunks." msgstr "" ":guilabel:`Plusieurs regroupements` : ajoutez plusieurs sélections " ":guilabel:`Regrouper par` pour diviser les résultats en morceaux plus " "pertinents et faciles à gérer." #: ../../content/applications/sales/crm/performance/win_loss.rst:503 msgid "" "Adding :guilabel:`Salesperson` or :guilabel:`Sales Team` breaks up the total" " count of leads in each :guilabel:`Stage`." msgstr "" "L'ajout d'un :guilabel:`Vendeur` ou d'une :guilabel:`Équipe commerciale` " "permet de diviser le nombre total de pistes à chaque :guilabel:`Étape`." #: ../../content/applications/sales/crm/performance/win_loss.rst:505 msgid "" "Adding :guilabel:`Medium` or :guilabel:`Source` can reveal what marketing " "avenues generate more sales." msgstr "" "L'ajout de :guilabel:`Médium` ou :guilabel:`Source` permet de révéler " "quelles sont les voies de marketing qui génèrent le plus de ventes. " #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu open and the Won and Lost filters highlighted." msgstr "" "Le menu de recherche est ouvert et les filtres Gagné et Perdu sont mis en " "évidence." #: ../../content/applications/sales/crm/performance/win_loss.rst:514 msgid "" "By default, pivot view groups win/loss reports by :guilabel:`Stage` and " "measures :guilabel:`Expected Revenue`." msgstr "" "Par défaut, le tableau croisé dynamique regroupe les rapports gain/perte par" " :guilabel:`Étape` et mesure le :guilabel:`Revenu attendu`." #: ../../content/applications/sales/crm/performance/win_loss.rst:517 msgid "To flesh out the table:" msgstr "Pour compléter le tableau :" #: ../../content/applications/sales/crm/performance/win_loss.rst:519 msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar." msgstr "" "Cliquez sur l'icône :guilabel:`⬇️ (flèche vers le bas)` à côté de la barre " "de recherche." #: ../../content/applications/sales/crm/performance/win_loss.rst:520 msgid "" "In the pop-up menu, replace the :guilabel:`Stage` grouping with something " "like :guilabel:`Salesperson` or :guilabel:`Medium`." msgstr "" "Dans le menu contextuel remplacez le regroupement :guilabel:`Étape` par " ":guilabel:`Vendeur` ou :guilabel:`Médium` par exemple." #: ../../content/applications/sales/crm/performance/win_loss.rst:522 msgid "" "Click the :guilabel:`Measures` button and click :guilabel:`Count` to add the" " number of leads back into the report." msgstr "" "Cliquez sur le bouton :guilabel:`Mesures` et cliquez sur " ":guilabel:`Comptage` pour ajouter le nombre de pistes au rapport." #: ../../content/applications/sales/crm/performance/win_loss.rst:525 msgid "" "Other useful measures for pivot view include :guilabel:`Days to Assign` and " ":guilabel:`Days to Close`." msgstr "" "D'autres mesures utiles pour le tableau croisé dynamique sont " ":guilabel:`Jours pour assigner` et :guilabel:`Jours avant clôture`." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "A win/loss report in Pivot View displays the data in table form." msgstr "" "Un rapport gain/perte dans la vue tableau croisé dynamique affiche les " "données sous la forme de tableau." #: ../../content/applications/sales/crm/performance/win_loss.rst:533 msgid "" "In pivot view, the :guilabel:`Insert In Spreadsheet` button may be greyed " "out due to the report containing :guilabel:`duplicate group bys`. To fix " "this, replace the :guilabel:`Stage` grouping in the search bar with another " "option." msgstr "" "Dans le tableau croisé dynamique, le bouton :guilabel:`Insérer dans feuille " "de calcul` pourrait être grisé parce que le rapport contient des " ":guilabel:`regroupements en double`. Pour remédier à ce problème, remplacez " "le regroupement :guilabel:`Étape` dans la barre de recherche par une autre " "option." #: ../../content/applications/sales/crm/performance/win_loss.rst:539 msgid "In list view, a win/loss report displays all leads on a single page." msgstr "" "En mode liste, un rapport gain/perte affiche toutes les pistes sur une seule" " page." #: ../../content/applications/sales/crm/performance/win_loss.rst:541 msgid "" "To better organize the list, click the :guilabel:`⬇️ (down arrow)` next to " "the search bar, and add more relevant groupings or re-organize the existing " "ones. To re-order the nesting, remove all :guilabel:`Group By` options and " "re-add them in the desired order." msgstr "" "Pour mieux organiser la liste, cliquez sur l'icône :guilabel:`⬇️ (flèche " "vers le bas)` à côté de la barre de recherche et ajoutez des regroupements " "plus pertinents ou réorganisez les regroupements existants. Pour réorganiser" " l'imbrication, supprimez toutes les options dans la section " ":guilabel:`Regrouper par` et réintroduisez-les dans l'ordre souhaité." #: ../../content/applications/sales/crm/performance/win_loss.rst:545 msgid "To add more columns to the list:" msgstr "Pour ajouter plus de colonnes à la liste :" #: ../../content/applications/sales/crm/performance/win_loss.rst:547 msgid "Click the :guilabel:`Filters` icon in the top-right of the page." msgstr "Cliquez sur l'icône :guilabel:`Filtres` en haut à droite de la page." #: ../../content/applications/sales/crm/performance/win_loss.rst:548 msgid "" "Select options from the resulting drop-down menu. Some useful filters " "include:" msgstr "" "Sélectionnez les options dans le menu déroulant qui s'affiche. Voici " "quelques filtres utiles :" #: ../../content/applications/sales/crm/performance/win_loss.rst:550 msgid "**Campaign**: Shows the marketing campaign that originated each lead." msgstr "" "**Campagne** : Affiche la campagne marketing à l'origine de chaque piste. " #: ../../content/applications/sales/crm/performance/win_loss.rst:551 msgid "" "**Medium**: Shows the marketing medium (Banner, Direct, Email, Google " "Adwords, Phone, Website, etc.) that originated each lead." msgstr "" "**Médium** : Affiche le médium de marketing (bannière, direct, email, Google" " Adwords, téléphone, site web, etc), à l'origine de chaque piste." #: ../../content/applications/sales/crm/performance/win_loss.rst:553 msgid "" "**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search " "Engine, etc.)." msgstr "" "**Source** : Affiche la source de chaque piste (newsletter, rappel de piste," " moteur de recherche, etc.)." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "A win/loss report in List View displays all leads in an easy-to-read list." msgstr "" "Un rapport gain/perte dans la vue de liste affiche toutes les pistes dans " "une liste facile à lire." #: ../../content/applications/sales/crm/performance/win_loss.rst:562 msgid "Save and share reports" msgstr "Enregistrer et partager des rapports" #: ../../content/applications/sales/crm/performance/win_loss.rst:564 msgid "" "After :ref:`creating a report `, the search criteria can " "be saved, so the report does not need to be created again in the future. " "Saved searches automatically update their results every time the report is " "opened." msgstr "" "Après avoir :ref:`créé un rapport `, vous pouvez " "enregistrer les critères de recherche, pour que vous n'ayez pas à recréer le" " rapport à l'avenir. Les recherches enregistrées mettent automatiquement à " "jour leurs résultats chaque fois que vous ouvrez le rapport." #: ../../content/applications/sales/crm/performance/win_loss.rst:568 msgid "" "Additionally, reports can be shared with others, or added to " "spreadsheets/dashboards for greater customization and easier access." msgstr "" "De plus, vous pouvez partager les rapports avec d'autres personnes ou les " "ajouter aux feuilles de calcul/tableaux de bord pour une meilleure " "personnalisation et un accès plus aisé." #: ../../content/applications/sales/crm/performance/win_loss.rst:573 msgid "Save to Favorites" msgstr "Enregistrer dans les favoris" #: ../../content/applications/sales/crm/performance/win_loss.rst:575 msgid "To save a report for later:" msgstr "Pour enregistrer un rapport pour plus tard :" #: ../../content/applications/sales/crm/performance/win_loss.rst:577 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down " "arrow)` icon, next to the search bar." msgstr "" "Sur la page :guilabel:`Analyse du pipeline`, cliquez sur l'icône " ":guilabel:`⬇️ (flèche vers le bas)` à côté de la barre de recherche." #: ../../content/applications/sales/crm/performance/win_loss.rst:579 msgid "" "In the drop-down menu that appears, under the :guilabel:`Favorites` heading," " click :guilabel:`Save current search`." msgstr "" "Dans le menu déroulant qui s'ouvre, dans la section :guilabel:`Favoris`, " "cliquez sur :guilabel:`Enregistrer la recherche actuelle`." #: ../../content/applications/sales/crm/performance/win_loss.rst:581 msgid "In the next drop-down menu that appears, enter a name for the report." msgstr "" "Dans le menu déroulant suivant qui s'affiche, donnez un nom au rapport." #: ../../content/applications/sales/crm/performance/win_loss.rst:583 msgid "" "Checking the :guilabel:`Default filter` box sets this report as the default " "analysis when the :guilabel:`Pipeline Analysis` page is accessed." msgstr "" "Si vous cochez la case :guilabel:`Filtre par défaut`, ce rapport sera défini" " comme l'analyse par défaut lorsque vous accédez à la page " ":guilabel:`Analyse du pipeline`." #: ../../content/applications/sales/crm/performance/win_loss.rst:585 msgid "" "Checking the :guilabel:`Shared` box makes this report available to other " "users." msgstr "" "Si vous cochez la case :guilabel:`Partagé`, ce rapport sera accessible à " "d'autres utilisateurs." #: ../../content/applications/sales/crm/performance/win_loss.rst:587 msgid "" "Finally, click :guilabel:`Save`. The report is now saved under the " ":guilabel:`Favorites` heading." msgstr "" "Enfin, cliquez sur :guilabel:`Enregistrer`. Le rapport est désormais " "enregistré dans la section :guilabel:`Favoris`." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Under the Favorites heading, click Save current search and save the report " "for later." msgstr "" "Dans la section Favoris, cliquez sur Enregistrer la recherche actuelle et " "enregistrez le rapport pour plus tard." #: ../../content/applications/sales/crm/performance/win_loss.rst:594 msgid "Add to a Spreadsheet" msgstr "Ajouter à une feuille de calcul" #: ../../content/applications/sales/crm/performance/win_loss.rst:596 msgid "" "Inserting a report into a spreadsheet not only saves a copy of the report, " "it allows users to add charts and formulas like in an Excel file." msgstr "" "Insérer un rapport dans une feuille de calcul ne permet pas seulement " "d'enregistrer une copie du rapport, mais permet aussi aux utilisateurs " "d'ajouter des graphiques et des formules comme dans un fichier Excel." #: ../../content/applications/sales/crm/performance/win_loss.rst:599 msgid "To save a report as a spreadsheet:" msgstr "Pour enregistrer un rapport sous forme de feuille de calcul :" #: ../../content/applications/sales/crm/performance/win_loss.rst:601 msgid "**In Graph or Pivot View**:" msgstr "**En vue graphique ou tableau croisé dynamique** :" #: ../../content/applications/sales/crm/performance/win_loss.rst:603 msgid "Click the :guilabel:`Insert in spreadsheet` button." msgstr "Cliquez sur le bouton :guilabel:`Insérer dans feuille de calcul`." #: ../../content/applications/sales/crm/performance/win_loss.rst:604 msgid "In the pop-up menu that appears, click :guilabel:`Confirm`." msgstr "" "Dans le menu contextuel qui s'affiche, cliquez sur :guilabel:`Confirmer`." #: ../../content/applications/sales/crm/performance/win_loss.rst:606 msgid "**In Cohort or List View**:" msgstr "**En vue cohorte ou liste** :" #: ../../content/applications/sales/crm/performance/win_loss.rst:608 msgid "Click the :guilabel:`⚙️ (gear)` icon." msgstr "Cliquez sur l'icône d'engrenage :guilabel:`⚙️`." #: ../../content/applications/sales/crm/performance/win_loss.rst:609 msgid "" "In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`." msgstr "" "Dans le menu déroulant qui s'ouvre, passez la souris sur :guilabel:`Feuille " "de calcul`." #: ../../content/applications/sales/crm/performance/win_loss.rst:610 msgid "" "In the next drop-down menu, click either :guilabel:`Insert in spreadsheet` " "or :guilabel:`Link in spreadsheet`." msgstr "" "Dans le menu déroulant suivant, cliquez sur :guilabel:`Insérer dans feuille " "de calcul` ou :guilabel:`Lien dans une feuille de calcul`." #: ../../content/applications/sales/crm/performance/win_loss.rst:613 msgid "Saved reports are viewable in the *Documents* app." msgstr "" "Les rapports enregistrés sont accessibles dans l'application *Documents*." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Pivot View reports especially benefit from being inserted in spreadsheets." msgstr "" "Les rapports en vue tableau croisé dynamique gagnent particulièrement à être" " insérés dans des feuilles de calcul." #: ../../content/applications/sales/crm/performance/win_loss.rst:620 msgid "" "After modifying a spreadsheet and adding additional formulas, consider then " "adding the entire spreadsheet to a dashboard. Using this method, the " "spreadsheet can be added to a public dashboard instead of only :guilabel:`My" " Dashboard`." msgstr "" "Après avoir modifié une feuille de calcul et ajouté des formules " "supplémentaires, pensez à ajouter l'ensemble de la feuille de calcul à un " "tableau de bord. Cette méthode permet d'ajouter la feuille de calcul à un " "tableau de bord public plutôt qu'à :guilabel:`Mon tableau de bord` " "uniquement." #: ../../content/applications/sales/crm/performance/win_loss.rst:624 msgid "Click :menuselection:`File --> Add to dashboard`." msgstr "Cliquez sur :menuselection:`Fichier --> Ajouter au tableau de bord`." #: ../../content/applications/sales/crm/performance/win_loss.rst:625 msgid "" "In the pop-up menu that appears, name the spreadsheet and select a " ":guilabel:`Dashboard Section` to house the report." msgstr "" "Dans le menu contextuel qui s'ouvre, donnez un nom à la feuille de calcul et" " sélectionnez une :guilabel:`Section du tableau de bord` dans laquelle vous " "voulez l'enregistrer." #: ../../content/applications/sales/crm/performance/win_loss.rst:627 msgid "Click :guilabel:`Create`." msgstr "Cliquez sur :guilabel:`Créer`." #: ../../content/applications/sales/crm/performance/win_loss.rst:629 msgid "Add to a Dashboard" msgstr "Ajouter à un tableau de bord" #: ../../content/applications/sales/crm/performance/win_loss.rst:631 msgid "" "Adding a report to a dashboard saves it for later and makes it easy to view " "alongside the rest of :guilabel:`My Dashboard`." msgstr "" "L'ajout d'un rapport à un tableau de bord permet de l'enregistrer pour plus " "tard et de l'afficher facilement avec le reste de :guilabel:`Mon tableau de " "bord`." #: ../../content/applications/sales/crm/performance/win_loss.rst:634 msgid "To add a report to :guilabel:`My dashboard`:" msgstr "Pour ajouter un rapport à :guilabel:`Mon tableau de bord`." #: ../../content/applications/sales/crm/performance/win_loss.rst:636 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` " "icon." msgstr "" "Sur la page :guilabel:`Analyse du pipeline`, cliquez sur l'icône d'engrenage" " :guilabel:`⚙️`." #: ../../content/applications/sales/crm/performance/win_loss.rst:637 msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`." msgstr "" "Dans le menu déroulant qui s'ouvre, passez la souris sur :guilabel:`Tableau " "de bord`." #: ../../content/applications/sales/crm/performance/win_loss.rst:638 msgid "" "In the :guilabel:`Add to my dashboard` drop-down menu, enter a name for the " "report (by default, it is named :guilabel:`Pipeline`)." msgstr "" "Dans le menu déroulant :guilabel:`Ajouter à mon tableau de bord`, donnez un " "nom au rapport (par défaut, il s'intitule :guilabel:`Pipeline`)." #: ../../content/applications/sales/crm/performance/win_loss.rst:642 msgid "To view a saved report:" msgstr "Pour afficher un rapport enregistré :" #: ../../content/applications/sales/crm/performance/win_loss.rst:644 msgid "" "Return to the main apps page, and navigate to :menuselection:`Dashboards app" " --> My Dashboard`." msgstr "" "Retournez à la page principal des applications et allez à l'application " ":menuselection:`Tableaux de bord --> Mon tableau de bord`." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "To access the saved report, open the Dashboard app and click My Dashboard." msgstr "" "Pour accéder au rapport enregistré, ouvrez l'application Tableaux de bord et" " cliquez sur Mon tableau de bord." #: ../../content/applications/sales/crm/performance/win_loss.rst:652 msgid ":doc:`../acquire_leads/convert`" msgstr ":doc:`../acquire_leads/convert`" #: ../../content/applications/sales/crm/performance/win_loss.rst:653 msgid ":doc:`../acquire_leads/send_quotes`" msgstr ":doc:`../acquire_leads/send_quotes`" #: ../../content/applications/sales/crm/performance/win_loss.rst:654 msgid ":doc:`../pipeline/lost_opportunities`" msgstr ":doc:`../pipeline/lost_opportunities`" #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "Organiser le pipeline" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "Gérer des opportunités perdues" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" "Not every opportunity results in a successful sale. To keep the pipeline up-" "to-date, *lost* opportunities need to be identified. Specifying why an " "opportunity was lost provides additional insight that can prove useful for " "future opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark an opportunity as lost" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" "To mark an opportunity as lost, first open the :menuselection:`CRM app`, and" " select an opportunity from the pipeline, by clicking on its corresponding " "Kanban card. Doing so reveals that opportunity's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:16 msgid "" "Then, click :guilabel:`Lost`, located at the top of the opportunity's detail" " form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" "Buttons from the top of an opportunity record with the lost button " "emphasized." msgstr "" "Boutons situés en haut d'un enregistrement d'opportunité avec le bouton " "perdu mis en évidence." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:185 msgid "" "This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost" " Reason` drop-down menu, choose an existing lost reason. If no applicable " "reason is available, create a new one by entering it into the " ":guilabel:`Lost Reason` field, and clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 msgid "" "Additional notes and comments can be added below the lost reason in the " "designated :guilabel:`Closing Note` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 msgid "" "Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` " "field, on the :guilabel:`Mark Lost` pop-up window are required. However, it " "is recommended to include this information for the sake of traceability, " "accountability, and reporting purposes." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost reasons popup with sample reasons." msgstr "Fenêtre contextuelle des motifs de perte avec des exemples." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" "After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is " "added to the upper-right corner of the opportunity." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "A lost opportunity with the lost banner added." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:49 msgid "" "To mark an *inactive* (archived) opportunity as lost, set the " ":guilabel:`Probability` field to `0` percent." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:55 msgid "Create/edit lost reasons" msgstr "Créer/modifier des motifs de perte" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:57 msgid "" "To create a new lost reason, or edit an existing one, navigate to " ":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" "Pour créer un nouveau motif de perte ou modifier un motif existant, allez à " "l'application :menuselection:`CRM --> Configuration --> Motifs de perte`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:60 msgid "To edit an existing lost reason:" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:62 msgid "Click on the reason to be edited to highlight it." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:63 msgid "" "Change the selected lost reason by editing the :guilabel:`Description` " "field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 msgid "When finished, click :guilabel:`Save` in the upper-left corner." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 msgid "To create a new lost reason:" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 msgid "" "Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost " "Reasons` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:69 msgid "" "In the new blank line, click in the :guilabel:`Description` field, then type" " the new lost reason." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:70 msgid "When finished, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:73 msgid "View lost opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:75 msgid "" "To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " "app`. On the main :guilabel:`Pipeline` dashboard, click into the " ":guilabel:`Search...` bar at the top of the page, and remove all of the " "default filters." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with lost filter emphasized." msgstr "Barre de recherche avec le filtre de perte mis en évidence." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 msgid "" "Open the :guilabel:`Filters` drop-down menu, by clicking the " ":guilabel:`🔻(triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar to open the drop-down menu containing " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "options, designated into respective columns." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:88 msgid "" "Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. " "Upon selecting :guilabel:`Lost`, only the opportunities marked as `Lost` " "appear on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:92 msgid "Sort opportunities by lost reason" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:94 msgid "" "To filter opportunities by a specific lost reason, click the " ":guilabel:`🔻(triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar again to open the drop-down menu. In addition to " "the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click " ":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` " "pop-up window." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:99 msgid "" "On the :guilabel:`Add Custom Filter` pop-up window, click in the first " "field, and type `Lost Reason` in the :guilabel:`Search...` bar, or scroll to" " search through the list to locate it. Then, click into the next field, and " "select :guilabel:`=` from the drop-down menu. Click into the third field, " "and select a lost reason from the drop-down menu. Finally, click " ":guilabel:`Add`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with custom filter added for lost reason." msgstr "" "Barre de recherche avec filtre personnalisé ajouté pour le motif de perte." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:109 msgid "" "To view results for more than one lost reason, select the operator " ":guilabel:`is in` in the second field of the custom filter in the " ":guilabel:`Add Custom Filter` pop-up window. Choosing this operator makes it" " possible to choose multiple lost reasons in the third field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:0 msgid "Add Custom Filter pop-up with multiple lost reasons selected." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:118 msgid "Restore lost opportunities" msgstr "Restaurer des opportunités perdues" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:120 msgid "" "To restore a lost opportunity, open the :menuselection:`CRM app` to reveal " "the :guilabel:`Pipeline` dashboard. Or, navigate to :menuselection:`CRM app " "--> Sales --> My Pipeline`. From here, click the :guilabel:`🔻(triangle " "pointed down)` icon to the right of the :guilabel:`Search...` bar to open " "the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, " "and :guilabel:`Favorites` columns." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:126 msgid "" "Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so " "reveals all the lost opportunities on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:130 msgid "" "To see all opportunities in the database, remove the default :guilabel:`My " "Pipeline` filter from the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:133 msgid "" "Then, click on the Kanban card of the desired lost opportunity to restore, " "which opens that opportunity's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:136 msgid "" "From the lost opportunity's detail form, click :guilabel:`Restore` in the " "upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the" " opportunity form, signifying the opportunity has been restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "Opportunité perdue avec le bouton Restaurer mis en évidence." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:145 msgid "Restore multiple opportunities at once" msgstr "Restaurer plusieurs opportunités simultanément" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:147 msgid "" "To restore multiple opportunities at once, navigate to the main " ":guilabel:`Pipeline` dashboard in the *CRM* app, open the " ":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." msgstr "" "Pour restaurer plusieurs opportunités en même temps, allez au tableau de " "bord principal :guilabel:`Pipeline` de l'application *CRM*, ouvrez le menu " "déroulant :guilabel:`Filtres` et sélectionnez l'option :guilabel:`Perdu`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:150 msgid "" "Next, select the list view option, represented by the :guilabel:`≣ (list)` " "icon in the upper-right corner. Doing so places all the opportunities from " "the :guilabel:`Pipeline` page in a list view. With the list view chosen, " "select the checkbox to the left of each opportunity to be restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:154 msgid "" "Once the desired opportunities have been selected, click the :guilabel:`⚙️ " "Actions` drop-down menu at the top of the :guilabel:`Pipeline` page. From " "the :guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:158 msgid "" "Doing so removes those selected opportunities from the :guilabel:`Pipeline` " "page because they no longer fit the :guilabel:`Lost` filter criteria. Delete" " the :guilabel:`Lost` filter from the search bar to reveal these newly-" "restored opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "" "Bouton d'action de la vue de liste avec l'option Désarchiver mise en " "évidence." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:167 msgid "Manage lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:169 msgid "" "If *Leads* are enabled on a database, they can be marked as *lost* in the " "same manner as opportunities. Leads use the same :ref:`lost reasons " "` as opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:173 msgid "" "To enable leads, navigate to :menuselection:`CRM app --> Configuration --> " "Settings` and check the :guilabel:`Leads` checkbox. Then, click " ":guilabel:`Save`. This adds a new :guilabel:`Leads` menu to the header menu " "bar at the top of the page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:178 msgid "Mark a lead as lost" msgstr "Marquer une piste comme perdue" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:180 msgid "" "To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and " "select a lead from the list. Doing so reveals that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:183 msgid "" "Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" "Cliquez ensuite sur :guilabel:`Perdu`, situé en haut de la fiche détaillée " "de la piste." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:189 msgid "" "Additional notes and comments can be added below the lost reason designated " "in the :guilabel:`Closing Note` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:196 msgid "Restore lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:198 msgid "" "To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then" " click the :guilabel:`🔻 (triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar to open the drop-down menu that contains the " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "columns." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:202 msgid "" "Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so " "reveals all the lost leads on the :guilabel:`Leads` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:205 msgid "" "Then, click on the desired lost lead to restore, which opens that lead's " "detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:207 msgid "" "From the lost lead's detail form, click :guilabel:`Restore` in the upper-" "left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " "form, signifying the lead has been restored." msgstr "" "Sur le formulaire détaillé de la piste perdue, cliquez sur " ":guilabel:`Restaurer` dans le coin supérieur gauche. Ceci supprime la " "bannière rouge :guilabel:`Perdu` du formulaire de piste, ce qui signifie que" " la piste a été restaurée." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:211 msgid "Restore multiple leads at once" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:213 msgid "" "To restore multiple leads at once, navigate to :menuselection:`CRM app --> " "Leads`, open the :guilabel:`Filters` drop-down menu, and select the " ":guilabel:`Lost` option. Select the checkbox to the left of each lead to be " "restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:217 msgid "" "Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` " "drop-down menu at the top of the :guilabel:`Leads` page. From the " ":guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:221 msgid "" "Doing so removes those selected leads from the :guilabel:`Leads` page " "because they no longer fit the :guilabel:`Lost` filter criteria. Delete the " ":guilabel:`Lost` filter from the :guilabel:`Search...` bar to reveal these " "newly-restored leads." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:226 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:3 msgid "Manage sales teams" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:5 msgid "" "The *Sales Teams* feature within Odoo's *CRM* app allows for the creation " "and management of multiple sales teams, each with their own assignment " "rules, invoicing targets, and roster of salespeople." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:9 msgid "Create a sales team" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:11 msgid "" "To create a new sales team, go to :menuselection:`CRM app --> Configuration " "--> Sales Teams`, then click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:14 msgid "" "On the blank sales team form, enter a name in the :guilabel:`Sales Team` " "field." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:16 msgid "Next, select a :guilabel:`Team Leader` from the drop-down list." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:18 msgid "" "Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity " "for this sales team whenever a message is sent to that unique email address." " Choose whether to accept emails from :guilabel:`Everyone`, " ":guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or " ":guilabel:`Authenticated Employees`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:23 msgid "" "Select a :guilabel:`Company` from the drop-down menu to assign this team to." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:26 msgid "" "The :guilabel:`Company` field is only visible in multi-company databases, " "and is not required." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The settings page for a new sales team." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:33 msgid "" "If the *Sales* app is installed on the database, an :guilabel:`Invoicing " "Target` field appears on the sales team form. This is the revenue target for" " the current month. The amount entered in this field is used to populate the" " invoicing progress bar on the :ref:`sales team dashboard `." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:39 msgid "Add sales team members" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:41 msgid "" "To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab" " when editing the sales team's configuration page. This opens a " ":guilabel:`Create Sales Team Members` pop-up window." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:45 msgid "" "If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on" " the *CRM* app's *Settings* page, clicking :guilabel:`Add` under the " ":guilabel:`Members` tab opens an :guilabel:`Add: Salespersons` pop-up " "window. Tick the checkbox to the far-left of the salesperson to be added to " "the team, then click :guilabel:`Select`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:0 msgid "The Add: Salespersons pop-up window on a new sales team." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:54 msgid "" "Select a user from the :guilabel:`Salesperson` drop-down list to add them to" " the team. To prevent this salesperson from being automatically assigned " "leads, tick the :guilabel:`Skip auto assignment` checkbox. If this feature " "is activated, the salesperson can still be assigned leads manually." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The Create Sales Team Members pop-up window." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:62 msgid "" "The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson " "has been assigned in the past thirty days for this team, and the maximum " "number of leads they should be assigned. To edit the maximum number of leads" " this salesperson can be assigned, enter that amount in the :guilabel:`Leads" " (30 days)` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:68 msgid "" ":doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for " "individual salespeople using the :guilabel:`Domain` section." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:71 msgid "" "Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to " "add additional members." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:74 msgid "Enable multi teams" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:76 msgid "" "To allow salespeople to be assigned to more than one sales team, the *Multi " "Teams* setting needs to be enabled. First, navigate to :menuselection:`CRM " "app --> Configuration --> Settings`. Under the :guilabel:`CRM` section, tick" " the checkbox labeled :guilabel:`Multi Teams`. Then, click :guilabel:`Save` " "at the top-left of the page." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The settings page of the CRM app with the Multi Teams setting enabled." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:88 msgid "Sales team dashboard" msgstr "Tableau de bord de l'équipe commerciale" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:90 msgid "" "To view the sales team dashboard, go to :menuselection:`CRM app --> Sales " "--> Teams`. Any team the user is a member of appears in the dashboard." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The sales team dashboard in the CRM app." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:97 msgid "" "Each Kanban card gives an overview of the sales team's open opportunities, " "quotations, sales orders, and expected revenue, as well as a bar graph of " "new opportunities per week, and an invoicing progress bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:101 msgid "" "Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* " "pipeline." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:103 msgid "" "Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in " "the top-right corner of the Kanban card to open a drop-down menu. Then, to " "view or edit the team's settings, click :guilabel:`Configuration`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:108 msgid ":doc:`../optimize/utilize_activities`" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3 msgid "Merge similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5 msgid "" "Odoo automatically detects similar *leads* and *opportunities* within the " "*CRM* app. Identifying these duplicated records allows them to be merged " "without losing any information in the process. Not only does this help keep " "the *pipeline* organized, but it also prevents customers from being " "contacted by more than one salesperson." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11 msgid "" "When merging opportunities, no information is lost. Data from the other " "opportunity is logged in the chatter, and the information fields, for " "reference." msgstr "" "Lors de la fusion d'opportunités, aucune information n'est perdue. Les " "données de l'autre opportunité sont enregistrées dans le chatter et les " "champs d'informations pour référence." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15 msgid "Identify similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17 msgid "" "Similar leads and opportunities are identified by comparing the *email " "address* and *phone number* of the associated contact. If a similar " "lead/opportunity is found, a *Similar Leads* smart button appears at the top" " of the lead (or opportunity) record." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1 msgid "An opportunity record with emphasis on the Similar Leads smart button." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26 msgid "Comparing similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28 msgid "" "To compare the details of similar leads/opportunities, navigate to " ":menuselection:`CRM app --> Pipeline` or :menuselection:`CRM app --> Leads`." " Open a lead or opportunity, and click the :guilabel:`Similar Leads` smart " "button. Doing so opens a Kanban view that only displays similar " "leads/opportunities. Click on a card to view the details for the " "lead/opportunity, and confirm if they should be merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35 msgid "Merging similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:43 msgid "" "After confirming that the leads/opportunities should be merged, return to " "the Kanban view using the breadcrumb link, or by clicking the " ":guilabel:`Similar Leads` smart button. Click the :icon:`oi-view-list` " ":guilabel:`(list)` icon to change to list view." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:47 msgid "" "Check the box on the left of the page for the leads/opportunities to be " "merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon at the top " "of the page, to reveal a drop-down menu. From that drop-down menu, select " "the :guilabel:`Merge` option to merge the selected opportunities or leads." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:52 msgid "" "When :guilabel:`Merge` is selected from the :icon:`fa-cog` " ":guilabel:`Actions` drop-down menu, a :guilabel:`Merge` pop-up modal " "appears. In that pop-up modal, under the :guilabel:`Assign opportunities to`" " heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from " "the appropriate drop-down menus." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:57 msgid "" "Below those fields, the leads/opportunities to merge are listed, along with " "their related information. To merge those selected leads/opportunities, " "click :guilabel:`Merge`." msgstr "" "Sous ces champs, les pistes/opportunités à fusionner sont répertoriées, " "ainsi que les informations y relatives. Pour fusionner ces " "pistes/opportunités, cliquez sur :guilabel:`Fusionner`." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1 msgid "" "List of similar leads and opportunities selected for merge in the CRM app." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:65 msgid "" "Merging is an irreversible action. Do **not** merge leads/opportunities " "unless absolutely certain they should be combined." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:69 msgid "When leads/opportunities should not be merged" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:71 msgid "" "There may be instances where a similar lead or opportunity is identified, " "but should *not* be merged. These circumstances vary, based on the processes" " of the sales team and organization. Some potential scenarios are listed " "below." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:76 msgid "Lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:78 msgid "" "If a lead/opportunity has been marked as :doc:`lost `, " "it can still be merged with an active lead or opportunity. The resulting " "lead/opportunity is marked active, and added to the pipeline." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83 msgid "Different contact within an organization" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:85 msgid "" "Leads/opportunities from the same organization, but with different points of" " contact, may not have the same needs. In this case, it is beneficial to " "*not* merge these records, though assigning the same salesperson, or sales " "team, can prevent duplicated work and miscommunication." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90 msgid "Existing duplicates with more than one salesperson" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:92 msgid "" "If more than one lead/opportunity exists in the database, there may be " "multiple salespeople assigned to them, who are actively working on them " "independently. While these leads/opportunities may need to be managed " "separately, it is recommended that any affected salespeople be tagged in an " "internal note for visibility." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:98 msgid "Contact information is similar but not exact" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:100 msgid "" "Similar leads and opportunities are identified by comparing the email " "addresses and phone numbers of the associated contacts. However, if the " "email address is *similar*, but not *exact*, they may need to remain " "independent." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:105 msgid "" "Three different leads were added to the pipeline and assigned to different " "salespeople. They were identified as *Similar Leads* due to the email " "addresses of the contacts." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:108 msgid "" "Two of the leads appear to come from the same individual, `Robin`, and have " "identical email addresses. These leads should be merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:111 msgid "" "The third lead has the same email domain, but the address is different, as " "is the contact name. While this lead is most likely from the same " "organization, it is from a different contact, and should **not** be merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0 msgid "" "List of similar leads with emphasis on the contact information in the CRM " "app." msgstr "" #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "Assigner et suivre des pistes" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:3 msgid "Lead distribution report" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:5 msgid "" "A *lead distribution report* can be used to see if active leads are being " "assigned equitably across sales members. It can also be used to view the " "distribution of good or :doc:`quality leads `, and see" " how frequently each salesperson is receiving (and keeping) leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:9 msgid "" "Lead distribution reports can be run each week to help keep salespeople on " "track, while providing them with ample good leads. These reports can also be" " used to see whether sales members are staying productive, if good leads are" " being lost too often by one salesperson, and what percentage of good leads " "are being retained overall." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:15 msgid "Create lead distribution reports" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:17 msgid "" "To create a lead distribution report, first navigate to :menuselection:`CRM " "app --> Reporting --> Pipeline`, which reveals the :guilabel:`Pipeline " "Analysis` dashboard." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:20 msgid "" "Remove all the default filters in the search bar at the top of the page. " "Doing so displays data related to *all* leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:23 msgid "" ":ref:`Custom filters ` can now be added by clicking " "the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the" " search bar, to reveal a drop-down menu of search and filter options." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:27 msgid "" "Three columns are displayed: :ref:`Filters `, :ref:`Group By" " `, and :ref:`Favorites `. To begin, " "navigate to the bottom of the :guilabel:`Filters` column, and click " ":guilabel:`Add Custom Filter`. This opens an :guilabel:`Add Custom Filter` " "pop-up window, where the essential filters can be added one at a time." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:35 msgid "Essential filters" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:37 msgid "" "The following filter conditions are used to create a basic lead distribution" " report. Together they gather all leads created within a certain timespan " "that have an associated contact method and have been assigned to a sales " "team." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:42 msgid "Lead creation date" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:44 msgid "" "Click the first field, under :guilabel:`Match any of the following rules:`, " "that has the value :guilabel:`Country` in it. In the popover that appears, " "type `Created on` in the search bar, or scroll to search through the list to" " locate and select it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:48 msgid "" "Then, in the second field of that row, select :guilabel:`>=` from the drop-" "down menu. This operator **only** includes values greater than (or equal to)" " the value in the third, rightmost field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:51 msgid "" "The third field on the :guilabel:`Add Custom Filter` pop-up window should " "contain the earliest date leads are selected from." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:54 msgid "" "For example, setting `01/01/2024 00:00:00` only includes leads created from," " and including, the first day of 2024." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1 msgid "Add a Created On rule for the start of the year onward." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:64 msgid "Sales team" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:66 msgid "" "Click :guilabel:`New rule` to add another row to the form, and choose " ":guilabel:`Sales Team` for this rule's parameter. Then, click the second " "field of the new rule, and select :guilabel:`contains` from the drop-down " "menu. Selecting this operator filters for any records that contain the words" " in the third, rightmost field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:72 msgid "" "For certain pre-determined, limited choices like a sales team, the " ":guilabel:`is in` operator helps make for an easier and more accurate " "selection, via a drop-down menu in the third field, instead of risking a " "typo or incorrect value in the text box field that accompanies the " ":guilabel:`contains` operator." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:77 msgid "" "In this third field, enter the name of the desired sales team(s) that are to" " be included in the report. It is important for all :guilabel:`contains` " "argument values to be specific enough and spelled correctly as they exist in" " Odoo, otherwise this risks returning multiple (or zero) values." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1 msgid "Use Sales Team to filter the location the lead is associated with." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:86 msgid "" "By adding more than one rule to the form, a new option emerges at the top of" " the pop-up window above all the filters, to specify whether :guilabel:`any`" " :icon:`fa-caret-down` or :guilabel:`all` :icon:`fa-caret-down` of the " "conditions should match. This distinction is important to set correctly, as " "it impacts the driving logic of how the filters return data." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:91 msgid "" "Click the default :guilabel:`any` :icon:`fa-caret-down` menu item and be " "sure the :guilabel:`all` :icon:`fa-caret-down` option is chosen instead. " "This setting will **only** show records that match *all* the rules contained" " inside the form." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:98 msgid "Contact method" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:101 msgid "" "The instruction below is not necessary, however, it's highly recommended to " "add a set contact value to the report's search criteria. A lot of spam, " "duplicate, or low quality leads can easily be screened out of the report " "simply by adding either a set :guilabel:`Phone` or :guilabel:`Email` rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:106 msgid "" "Add another :guilabel:`New rule` to the form and set the first field to the " "first field to :guilabel:`Phone`. Then, select :guilabel:`is set` from the " "drop-down menu in the second field. Selecting this operator **only** filters" " for records that have a phone number associated with the lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:111 msgid "" "Alternatively (or in addition to the above rule), click :guilabel:`New rule`" " and set the first field to :guilabel:`Email`. Then, select :guilabel:`is " "set` from the drop-down menu in the second field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:114 msgid "" "These rules add only leads with an associated contact method to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:119 msgid "Active status" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:121 msgid "" "Click the :icon:`fa-sitemap` :guilabel:`(Add branch)` icon to the right of " "the `Phone is set` line, to add a new rule that branches from the rules " "above." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:124 msgid "" "Two horizontal sets of fields appear below a line showing :guilabel:`any` " ":icon:`fa-caret-down` :guilabel:`of:` option. This setting filters for " "records that match **any** of the rules contained inside. This uses the same" " logic as an OR (`|`) logical operator." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:128 msgid "" "Set the first field to :guilabel:`Active`. Then, select :guilabel:`is set` " "in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:130 msgid "" "Next, click the :icon:`fa-plus` :guilabel:`(Add New Rule)` button next to " ":guilabel:`Active is set` to create a new line of fields beneath it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:133 msgid "" "Set the first field to :guilabel:`Active`. Then, select :guilabel:`is not " "set` in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1 msgid "Use Active to include active status in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:139 msgid "This rule adds the activity status of the lead to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:142 msgid "" "Active status is an important filter to include when creating a lead " "distribution report because it includes **all** leads regardless of won/lost" " or active/inactive status in the report. This provides a comprehensive view" " of all the leads assigned to each sales member." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:147 msgid "Group by" msgstr "Regrouper par" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:149 msgid "" "Once all filters are set, click the :guilabel:`Add` button to add these " "filters to the search bar. To have the report grouped appropriately, click " "the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the" " search bar, and click :guilabel:`Salesperson` in the :guilabel:`Group By` " "section. All results are now grouped by the salesperson assigned to each " "lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:154 msgid "" "Once the rules for the filter are set, click the purple :guilabel:`Confirm` " "button at the bottom of the pop-up menu to save the custom filter and close " "the pop-up menu." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:157 msgid "" "The :guilabel:`Pipeline Analysis` dashboard is now displayed again with each" " filter rule in the search bar." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:160 msgid "" "Click the :icon:`fa-area-chart` :guilabel:`(Graph)` icon, to the right of " "the search bar, to view the report as a bar chart. Alternatively, click the " ":icon:`oi-view-list` :guilabel:`(List)` icon to view leads in a grouped " "list." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:165 msgid "" "To save the filter so it can easily be re-applied, click the :guilabel:`Save" " current search` button in the :guilabel:`Favorites` section of the search " "bar drop-down menu." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:168 msgid "" "Next, type a name for the filter in the text box below. Check the " ":guilabel:`Shared` checkbox to have the filter shared with any user with " "access to the pipeline. Finally, click the purple :guilabel:`Save` button " "below to save the filter." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:172 msgid "" "The filter will now appear with the name it was given under the " ":guilabel:`Favorites` section of the drop-down menu and can be re-applied by" " clicking on it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:176 msgid "Filter for quality leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:178 msgid "" "The following additional conditions are provided as an example of a *good*, " "but *not comprehensive*, set of rules for finding quality leads. These " "filters should be applied on top of the :ref:`crm/track_leads/essential-" "filters` in the order specified to achieve a heavily-detailed filter." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:183 msgid "" "**Referred-by:** Filter for referrals, such as by appointment or sales " "member." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:184 msgid "" "**Source:** Filter for specific source UTMs, such as Facebook or LinkedIn." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:185 msgid "**Notes:** Filter for internal notes." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:186 msgid "**Tags:** Filter for categorical tags." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:187 msgid "" "**Email:** Filter for specific email domains, such as gmail.com or " "yahoo.com." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:188 msgid "" "**Salesperson:** Filter for leads associated with certain sales members." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:190 msgid "" "These conditions can be added, removed, or modified to best fit the desired " "information in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:194 msgid ":ref:`quality_leads_report/add-quality-rules`" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:195 msgid ":doc:`../../../essentials/search`" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "Assigner des pistes grâce à la notation prédictive des pistes" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5 msgid "" "The Odoo *CRM* app can automatically assign leads/opportunities to sales " "teams and salespeople. A standard practice is to assign leads based on the " "probability of winning each lead. Companies can prioritize the leads that " "are more likely to result in successful deals by quickly assigning them to " "the appropriate salespeople." msgstr "" "L'application *CRM* d'Odoo peut automatiquement assigner des " "pistes/opportunités aux équipes commerciales et vendeurs. Une pratique " "courante consiste à assigner les pistes en fonction de la probabilité de " "remporter chaque piste. Les entreprises peuvent donner la priorité aux " "pistes qui ont le plus de chances de déboucher sur des affaires fructueuses " "en les assignant rapidement aux vendeurs appropriés." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10 msgid "" "Odoo automatically calculates the probability of winning each lead using a " "method called *predictive lead scoring*." msgstr "" "Odoo calcule automatiquement la probabilité de remporter chaque piste en " "utilisant une méthode appelée *notation prédictive des pistes*." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "Notation prédictive des pistes" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16 msgid "" "Predictive lead scoring is a machine-learning model that uses historical " "data from Odoo *CRM* to score open leads/opportunities." msgstr "" "La notation prédictive des pistes est un modèle d'apprentissage automatique " "qui utilise les données historiques de Odoo *CRM* pour évaluer les " "pistes/opportunités ouvertes." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19 msgid "" "As a company processes opportunities through the CRM pipeline, Odoo collects" " data on which opportunities are won and lost. Predictive lead scoring uses " "this data to predict the probability of winning each new lead or " "opportunity." msgstr "" "Au fur et à mesure qu'une entreprise traite des opportunités dans le " "pipeline CRM, Odoo recueille des données sur les opportunités gagnées et " "perdues. La notation prédictive des pistes utilise ces données pour prédire " "la probabilité de remporter chaque nouvelle piste ou opportunité." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23 msgid "" "The more opportunities that are sent through the CRM pipeline, the more data" " Odoo collects, resulting in more accurate probabilities." msgstr "" "Plus il y a d'opportunités envoyées à travers le pipeline CRM, plus Odoo " "recueille de données, ce qui permet d'obtenir des probabilités plus " "précises." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "" "Plus précisément, la notation prédictive des pistes d'Odoo utilise la " "classification de probabilité *naïve bayésienne* :" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28 msgid "" "\\begin{equation}\n" "P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n" "\\end{equation}\n" "\n" msgstr "" "\\begin{equation}\n" "P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n" "\\end{equation}\n" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 msgid "Breaking down the equation:" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 msgid "P(A|B) = The probability of a successful lead *in this case*" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 msgid "" "P(A) = The overall probability of a lead being successful regardless of the " "conditions" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 msgid "" "P(B|A) = The probability of this being the case given a lead is successful" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 msgid "P(B) = The probability of this being the case" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 msgid "" "The term *in this case* refers to the variables that can affect a lead being" " successful in Odoo. This can include variables such as the assigned " "Salesperson, the source of the lead, the language of the lead, and other " "historical and demographic data." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 msgid "" "Which variables are considered in this calculation can be :ref:`configured " "` to tailor the calculation to each business's " "needs." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" " through the CRM pipeline." msgstr "" "La probabilité de réussite de chaque opportunité est affichée sur le " "formulaire de l'opportunité et elle se met à jour automatiquement au fur et " "à mesure que l'opportunité progresse dans le pipeline CRM." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The probability of success displayed on the opportunity form." msgstr "" "La probabilité de réussite affichée sur le formulaire de l'opportunité." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" "Lorsqu'une opportunité passe à l'étape suivante, sa probabilité de réussite " "augmente automatiquement en fonction de l’algorithme de notation prédictive " "des pistes." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" "La notation prédictive des pistes est toujours activée dans Odoo *CRM*. " "Cependant, les variables utilisées pour calculer la probabilité de réussite " "peuvent être personnalisés dans les paramètres." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " ":guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update " "Probabilities` button." msgstr "" "Pour personnaliser les variables utilisées par la notation prédictive des " "pistes, allez à :menuselection:`CRM --> Configuration --> Paramètres`. Sous " ":guilabel:`Notation prédictive des pistes`, cliquez sur le bouton " ":guilabel:`Mettre à jour les probabilités`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." msgstr "" "Ensuite, cliquez sur le menu déroulant pour choisir les variables qui seront" " prises en compte par la notation prédictive des pistes." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" "La fenêtre Mettre à jour les probabilités dans les paramètres de la Notation" " prédictive des pistes." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "Chacune des variables suivantes peut être activée :" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`État` : l'état géographique d'où provient l'opportunité" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`Pays` : le pays géographique d'où provient l'opportunité" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" ":guilabel:`Qualité du téléphone` : si un numéro de téléphone est indiqué " "pour l'opportunité" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" ":guilabel:`Qualité de l'email` : si une adresse email est indiquée pour " "l'opportunité" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" ":guilabel:`Source` : la source d'une opportunité (par ex. moteur de " "recherche, réseaux sociaux)" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`Langue` : la langue parlée indiquée pour l'opportunité" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`Étiquettes` : les étiquettes apposées sur l'opportunité" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " "team that is assigned to an opportunity. Predictive lead scoring *always* " "takes into account these two variables, regardless of which optional " "variables are selected." msgstr "" "Les variables `Étape` et `Équipe` sont toujours actives. `Étape` fait " "référence à l'étape du pipeline CRM dans laquelle se trouve une opportunité." " `Équipe` fait référence à l'équipe commerciale à laquelle est assignée " "l'opportunité. La notation prédictive des pistes prend *toujours* en compte " "ces deux variables, quelles que soient les variables optionnelles " "sélectionnées." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" "Cliquez ensuite sur le champ de date à côté de l'option :guilabel:`Prendre " "en compte les pistes créées à partir du :` pour sélectionner la date à " "partir de laquelle la notation prédictive des pistes commencera à calculer." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" "Enfin, cliquez sur :guilabel:`Confirmer` pour enregistrer les changements. " #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "Modifier la probabilité manuellement" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" "La probabilité de réussite d'une opportunité peut être modifiée manuellement" " sur le formulaire de l'opportunité. Cliquez sur le chiffre de probabilité " "pour la modifier." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" "La modification manuelle de la probabilité supprime les mises à jour " "automatiques de la probabilité pour cette opportunité. La probabilité ne " "sera plus mise à jour automatiquement au fur et à mesure que l'opportunité " "franchit les différentes étapes du pipeline." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." msgstr "" "Pour réactiver la probabilité automatique, cliquez sur l'icône d'engrenage à" " côté du pourcentage de probabilité." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The gear icon used to reactivate automatic probability on an opportunity " "form." msgstr "" "L'icône d'engrenage utilisée pour réactiver la probabilité automatique sur " "un formulaire d'opportunité." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "Assigner des pistes d'après leur probabilité" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " "probability of success to prioritize those that are more likely to result in" " deals." msgstr "" "Odoo *CRM* peut assigner des pistes/opportunités aux équipes commerciales et" " aux vendeurs en fonction de règles spécifiques. Créez des règles " "d'assignation basées sur la probabilité de réussite des pistes afin de " "donner la priorité à celles qui ont le plus de chances de réussir." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "Configurer l'assignation basée sur des règles" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" "Pour activer l'*assignation basée sur des règles*, allez à " ":menuselection:`CRM --> Configuration --> Paramètres` et activez " "l':guilabel:`Assignation basée sur des règles`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " ":guilabel:`Repeatedly`, meaning Odoo will automatically trigger the " "assignment according to the chosen time period." msgstr "" "Il est possible de configurer la fonctionnalité d'assignation basée sur des " "règles pour qu'elle s'exécute :guilabel:`Manuellement`, ce qui signifie " "qu'un utilisateur d'Odoo doit lancer l'assignation manuellement ou " ":guilabel:`De façon répétée`, ce qui signifie qu'Odoo déclenche " "automatiquement l'assignation en fonction de la période sélectionnée." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" " automatic assignment in the :guilabel:`Repeat every` section." msgstr "" "Pour configurer l'assignation automatique des pistes, sélectionnez " ":guilabel:`De façon répétée` pour la section :guilabel:`Exécution`. Ensuite," " personnalisez la fréquence à laquelle Odoo déclenchera l'assignation " "automatique dans la section :guilabel:`Répéter tou(te)s les`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" "Le paramètre Assignation basée sur des règles dans les paramètres de CRM." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " "the :guilabel:`Rule-Based Assignment` settings (or using the " ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" "Si l'assignation basée sur des règles est configurée pour s'exécuter " ":guilabel:`de façon répétée`, l'assignation peut toujours être déclenchée " "manuellement à l'aide de l'icône de flèche circulaire dans les paramètres " ":guilabel:`Assignation basée sur des règles` (ou à l'aide du bouton " ":guilabel:`Assigner des pistes` sur la page de configuration de l'équipe " "commerciale)." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "Configurer des règles d'assignation" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." " To get started, navigate to :menuselection:`CRM --> Configuration --> Sales" " Teams`, and select a sales team." msgstr "" "Ensuite, configurez les *règles d'assignation* pour chaque équipe " "commerciale et/ou vendeur. Ces règles déterminent quelles pistes Odoo " "assigne à quelles personnes. Pour démarrer, allez à :menuselection:`CRM --> " "Configuration --> Équipes commerciales` et sélectionnez une équipe " "commerciale." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " "determine lead assignment for this sales team. The rules can include " "anything that may be relevant for this company or team, and any number of " "rules can be added." msgstr "" "Sur le formulaire de configuration de l'équipe commerciale, sous " ":guilabel:`Règles d'assignation`, cliquez sur :guilabel:`Modifier le " "domaine` pour configurer les règles qu'Odoo utilise pour déterminer " "l'assignation des pistes pour cette équipe commerciale. Ces règles peuvent " "inclure tout ce qui peut être pertinent pour cette entreprise ou équipe et " "un nombre illimité de règles peut être ajouté." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" "Cliquez sur :guilabel:`Ajouter un filtre` pour commencer à créer des règles " "d'assignation. Cliquez sur le signe :guilabel:`+` à droite de la règle " "d'assignation pour ajouter une autre ligne. Cliquez sur le symbole " ":guilabel:`x` pour supprimer la ligne." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" "Pour créer une règle d'assignation basée sur la probabilité de réussite " "d'une opportunité, cliquez sur le menu déroulant à l'extrême gauche d'une " "ligne de règle d'assignation et sélectionnez :guilabel:`Probabilité`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" "Dans le menu déroulant du milieu, sélectionnez le symbole d'équation " "souhaité—le plus souvent le symbole correspondant à *plus grand que*, *plus " "petit que*, *plus grand ou égal à*, ou *plus petit ou égal à*." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" "Dans le champ situé à l'extrême droite, saisissez la valeur numérique " "souhaitée pour la probabilité. Enfin, cliquez sur :guilabel:`Enregistrer` " "pour enregistrer les modifications." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" " line that reads: `Probability >= 20`." msgstr "" "Pour configurer une règle d'assignation de manière à ce qu'une équipe " "commerciale reçoive les pistes avec une probabilité de réussite plus grande " "ou égale à 20%, créez une ligne de :guilabel:`Domaine` comme suit : " "`Probabilité >= 20`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0 msgid "" "Sales team domain set to probability greater than or equal to twenty " "percent." msgstr "" "Domaine d'équipe commerciale défini sur une probabilité plus grande ou égale" " à vingt pour cent." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " "the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click" " :guilabel:`Save` to save changes." msgstr "" "Des règles d'assignation séparées peuvent également être configurées pour " "chaque membre de l'équipe. Depuis la page de configuration de l'équipe " "commerciale, cliquez sur un membre de l'équipe dans l'onglet " ":guilabel:`Membres` et modifiez la section :guilabel:`Domaine`. Cliquez sur " ":guilabel:`Enregistrer` pour enregistrer les changements." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " "assignment`. Check this box to omit a particular sales team or salesperson " "from being assigned leads automatically by Odoo's rule-based assignment " "feature. If :guilabel:`Skip auto assignment` is activated, the sales team or" " salesperson can still be assigned leads manually." msgstr "" "Si l'assignation automatique des pistes est configurée dans les paramètres, " "l'équipe commerciale et chaque membre de l'équipe ont la possibilité " "d':guilabel:`Ignorer l'assignation automatique`. Cochez cette case pour " "éviter qu'une équipe commerciale ou un vendeur ne se voie assigner des " "pistes automatiquement par la fonctionnalité d'assignation basée sur des " "règles d'Odoo. Si l'option :guilabel:`Ignorer l'assignation automatique` est" " activée, l'équipe commerciale ou le vendeur peut toujours se voir assigner " "des pistes manuellement." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " "assign any leads that are currently unassigned and match this team's " "specified domain." msgstr "" "Pour assigner manuellement des pistes à cette équipe commerciale, cliquez " "sur le bouton :guilabel:`Assigner des pistes` en haut de la page de " "configuration de l'équipe commerciale. Cette opération permet d'assigner des" " pistes qui n'ont pas encore été assignées et qui correspondent au domaine " "spécifique de l'équipe." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:3 msgid "Marketing attribution reports" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:5 msgid "" "Use the Odoo *CRM* app to compile a *marketing attribution report*, which " "analyzes the source of leads, and groups them in such a way as to calculate " "marketing's overall impact on lead generation, attribution, won rate, and " "more." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:10 msgid "Leads Analysis dashboard" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:12 msgid "" "Begin by navigating to the :guilabel:`Leads Analysis` dashboard by going to " ":menuselection:`CRM app --> Reporting --> Leads`." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:16 msgid "" "Reports can also be run on the :menuselection:`CRM app --> Leads` dashboard," " which is **only** accessible if the *Leads* feature has been activated on " "the *Settings* page." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:19 msgid "" "If the *Leads* feature has **not** been activated, the :menuselection:`CRM " "app --> Sales --> My Pipeline` dashboard can also be used to run reports." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:22 msgid "" "Both dashboards contain the necessary *Filters* and *Group By* criteria to " "run an attribution report." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:26 msgid ":doc:`Convert leads into opportunities <../acquire_leads/convert>`" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:27 msgid ":doc:`Create leads <../acquire_leads/email_manual>`" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "" "Open the CRM app and click on the Reporting tab at the top of the page, then" " click Leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:33 msgid "" "The :icon:`fa-area-chart` :guilabel:`(graph)` view is shown, by default, " "with :guilabel:`Active or Inactive` and :guilabel:`Created on: [current " "year]` filters active in the :guilabel:`Search...` bar. The graph " "visualization displays the number of leads generated, by month and by sales " "team, with each sales team attributed to its own color per month shown." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:38 msgid "" "Switch the view to the :icon:`oi-view-list` :guilabel:`(list)` option, by " "clicking the respective icon located at the top-right of the dashboard. This" " allows leads to easily be displayed in the grouping set by the *Group By* " "parameters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "" "Click the button with four horizontal lines on the top right of the Leads " "Analysis page." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:47 msgid "Add UTM parameters" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:49 msgid "" "*Urchin Tracking Modules (UTMs)* are snippets of text embedded in URLs that " "are used to track visitor data. This includes parameters relating to how a " "visitor reached the link, such as the type of website visited, and/or " "marketing campaign the visit came from." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:53 msgid "" "Odoo can use these UTMs as parameters in the marketing attribution report to" " track the metrics and performance of marketing campaigns." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:57 msgid "Create UTMs" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:59 msgid "" "The :doc:`link tracker <../../../websites/website/reporting/link_tracker>` " "in Odoo can be used to create and configure UTMs." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:62 msgid "" "UTMs can also be automatically generated by the :doc:`Email Marketing " "<../../../marketing/email_marketing>` and :doc:`Marketing Automation " "<../../../marketing/marketing_automation>` apps." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:66 msgid "" "The UTM parameters used in a marketing attribution report are *Medium*, " "*Source*, and *Campaign*, in descending order of coverage." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:69 msgid "" "*Medium* is the UTM with the widest coverage, and is used to identify the " "medium used to access the link. This can include mediums such as social " "media, email, or cost per click (CPC)." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:71 msgid "" "*Source* is more narrow, and is used to identify the source of traffic. For " "example, the name of a website, search engine used, or a specific social " "media platform." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:73 msgid "" "*Campaign* is the most narrow, and can track specific marketing campaigns by" " name. This can include a contest or product name, type of sale, etc." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:79 msgid "" "To start creating a report, click the :icon:`fa-caret-down` :guilabel:`(down" " arrow)` to the right of the :guilabel:`Search...` bar to see the list of " "filtering and grouping parameters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:82 msgid "" ":guilabel:`Filters`, located in the left column of the search options, can " "be used to keep only the results that fit the filter. For example, selecting" " the :guilabel:`Won` filter only shows leads that have been won in the " "attribution report." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:86 msgid "" ":guilabel:`Group By`, found in the middle column, is used to organize the " "results into groups, and can be used with or without filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "Select any number of filters and groups in the search options." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:94 msgid "" "Setting multiple :guilabel:`Group By` options creates nested groups, " "according to which option is selected first. For example, selecting " ":guilabel:`Medium`, followed by :guilabel:`Source`, and then " ":guilabel:`Campaign`, in :guilabel:`Group By` column, sorts all results " "*first* by medium, *then* by the specific sources in each medium, followed " "by the campaigns in each source." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:99 msgid "" "This can be verified by looking at the direction, and order, of the " "selections in the group tile that appears in the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:0 msgid "" "The text in the tile is `Country > City`, showing that city is a subgroup of" " country." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:107 msgid "For a useful first report:" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:109 msgid "" "#. From the :guilabel:`Filters` column, select the :guilabel:`Active` filter" " to view only leads that are still marked as active. #. From the " ":guilabel:`Group By` column, select (in this specific order) " ":guilabel:`Source`, followed by the :guilabel:`City` or :guilabel:`Country`," " depending on which grouping is more relevant." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "Each lead is now sorted by source, followed by city or country." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:119 msgid "" "This report contains all active leads, grouped first by the source of the " "lead, then by the city or country each lead is from. This is useful to see " "the density of active opportunities sorted by location." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:123 msgid "" "With this data, marketing campaigns, such as conferences or billboards, can " "be targeted to the locations generating the largest amount of potential " "revenue. Similarly, more attention can be put toward increasing outreach in " "locations where existing marketing campaigns are less effective." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:129 msgid "Export reports" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:131 msgid "" "To set the measures of the report, begin by navigating to the :icon:`oi-" "view-pivot` :guilabel:`(pivot view)` on the :guilabel:`Leads Analysis` " "dashboard." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:134 msgid "" "Click the :guilabel:`Measures` button to view the available measures of the " "report. Select the desired measures from the drop-down menu (multiple " "measures can be selected), and verify the measures, filters, and groups are " "all displayed correctly in the pivot table. This ensures the data is ready " "for export." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:139 msgid "" "To quickly export the data in a list, as a .xlsx file, navigate to the " ":icon:`oi-view-list` :guilabel:`(list view)`. Click on the " ":guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon, located to the " "right of :guilabel:`Lead Analysis` in the top-left of the page, and click " ":icon:`fa-upload` :guilabel:`Export All`. The report downloads automatically" " as a .xlsx file." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:144 msgid "" "For more export options, the report can be exported to the Odoo *Documents* " "app. From the :icon:`oi-view-list` :guilabel:`(list view)` of " ":guilabel:`Leads Analysis` page, begin by clicking the :guilabel:`Actions` " ":icon:`fa-cog` :guilabel:`(gear)` icon again. Now, navigate to :icon:`fa-" "table` :guilabel:`Spreadsheet`, and click :icon:`oi-view-list` " ":guilabel:`Insert list in spreadsheet`. A pop-up window titled, " ":guilabel:`Select a spreadsheet to insert your list.` appears." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:150 msgid "" "The report can be renamed using the `Name of the list` field, if desired. " "The number of items on the report can be set with the field labeled: `Insert" " the first _ records of the list`. Next, select either a new " ":guilabel:`Blank spreadsheet`, or export into an existing spreadsheet. " "Finally, click the :guilabel:`Confirm` button." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "" "Set the name, number of records, and location of the export in the option " "menu." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:159 msgid "" "To export the report as a .xlsx file, for use in an external spreadsheets " "program, click the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` " "icon, and select the :icon:`fa-upload` :guilabel:`Export All` option. If " "prompted, choose a file location, name the file, then click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:3 msgid "Quality leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:5 msgid "" "A *quality lead* is a lead that is likely to result in a sale. It should " "match the characteristics most commonly believed to help salespeople close a" " deal, in addition to more precise criteria that is specific to each " "organization." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:10 msgid "" "The specific criteria that defines a *quality lead* is different for every " "organization. For more information, see :ref:`Define a quality lead " "`." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:13 msgid "" "A quality leads *report* compares how many quality leads each salesperson " "has received over a specific amount of time, such as within the past 30 " "days. Sales managers can use such a report to make more informed decisions " "when assigning new leads to their team" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:18 msgid "" "A sales manager pulls a quality leads report using their company's criteria:" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:20 msgid "Leads must include a phone number and an email address." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:21 msgid "The email address must be from a professional domain." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:22 msgid "" "The source for the lead must be from a live chat conversation or an " "appointment with a salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:25 msgid "" "After running the report, the manager can see that, although everyone's " "ability to close a deal has varied, some members of the sales team have " "received a higher number of quality leads than others." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "An example of a quality leads report in the Odoo CRM application." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:33 msgid "" "Using this information, the sales manager may decide to assign more quality " "leads to the sales people currently on the lower end, to balance out the " "distribution of quality leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:39 msgid "Create a quality leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:41 msgid "" "To create a quality leads report, first navigate to :menuselection:`CRM app " "--> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` " "dashboard. Click into the :guilabel:`Search...` bar at the top of the page " "and remove any active filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:45 msgid "" "Click the :guilabel:`🔻(triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar to open the drop-down mega menu that contains " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "columns. Click :guilabel:`Add Custom Filter`. This opens a :guilabel:`Add " "Custom Filter` pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:50 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:65 msgid "" "The :guilabel:`Add Custom Filter` pop-up window allows for the creation of " "more specific filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:55 msgid "" "In order to generate a quality leads report, filters need to be created for " "the following conditions:" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:58 msgid "" ":ref:`Starting date `: limits results to" " those created within a specific time frame." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:60 msgid "" ":ref:`Specific sales teams `: limits " "results to only include leads for one or more sales teams. This filter is " "optional and should not be included if the is intended for the entire " "company." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:63 msgid "" ":ref:`Exclude unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:65 msgid "" ":ref:`Include archived leads `: ensures" " that both active and inactive leads are included in the results." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:67 msgid "" ":ref:`Add rules for quality leads `:" " includes or excludes results based on criteria that is specific to a " "company or sales team." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140 msgid "" "An example of the Custom Filter pop-up window with all of the rules " "configured." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74 msgid "" "An example of the *Custom Filter* pop-up window with all of the default " "rules configured." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:79 msgid "Add a starting date filter" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:81 msgid "" "Begin by first defining the rule's parameter with a date range, by clicking " "into the first field, on the left of the row, and typing `Created On` in the" " :guilabel:`Search...` bar, or by scrolling through the menu's list to " "locate it." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:85 msgid "" "In the rule's operator drop-down menu, define the parameter further by " "selecting either:" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:87 msgid "" ":guilabel:`>= (greater than or equal to)` to specify a start date and " "include all entries *after* that start date (as well as the initial value " "itself); or" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:89 msgid "" ":guilabel:`is between` to more sharply define a time frame with a clear " "start and end date. All matching entries that fit within the defined start " "and end dates are included in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:92 msgid "" "With either option, use the pop-up calendar's day and time pickers, in the " "far right field, to define the respective date range. Setting these values " "concludes the creation of the first rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:98 msgid "Add a sales team filter" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:101 msgid "" "This filter is optional. To view results for the entire company, do **not** " "add this filter." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:107 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:129 msgid "" "In the rule's second field, select :guilabel:`is in` from the drop-down " "menu. Selecting this operator limits results to the sales teams selected in " "the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:110 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:132 msgid "" "Lastly, in the third field, select the desired sales team from the drop-down" " menu. Multiple teams can be added in this field, where each parameter is " "treated with an \"or\" (e.g. \"any\") operator in the search logic." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:119 msgid "" "Next, add a :guilabel:`New Rule`. Then, click into the first field for the " "new rule, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll" " to search through the list to locate it." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:122 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:113 msgid "" "In the rule's second field, select :guilabel:`is set` from the drop-down " "menu. Selecting this operator excludes any leads not assigned to a specific " "salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:128 msgid "Include archived leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:131 msgid "" "This filter is also optional, as it adds archived (inactive) leads to the " "report, however it is recommended to include this since it pulls *all* " "assigned leads, regardless of status, into the report. This ensures a more " "accurate representation of assigned leads is captured. However, to pull a " "report that only includes active leads, do **not** activate this feature." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:136 msgid "" "Next, in the upper-right corner of the :guilabel:`Add Custom filter` pop-up " "window, move the :guilabel:`Include archived` toggle to active." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst-1 msgid "" "The Add Custom Filter pop-up with emphasis on the Include Archived toggle." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:143 msgid "Enabling this feature adds archived (inactive) leads to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:148 msgid "Add rules for quality leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:150 msgid "" "The filters added in this step vary, based on how an organization defines a " "*quality lead*." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:155 msgid "Define a quality lead" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:157 msgid "" "As defined earlier, a *quality lead* is a lead that is likely to result in a" " won opportunity. Although the exact criteria for a quality lead varies from" " organization to organization, it is often a combination of factors commonly" " attributed to positive sales outcomes, in addition to factors valued by the" " specific organization." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:162 msgid "" "In addition to the basic filters and grouping options outlined in the " "general :ref:`Quality leads report `, consider the following filters when defining a quality lead:" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:166 msgid "" ":guilabel:`Email` or :guilabel:`Phone`: the information in these fields can " "help determine whether or not a lead is a professional contact." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:168 msgid "" ":guilabel:`Source`: this field links to the marketing and lead generation " "efforts from other Odoo applications, including *Live Chat*, *Social " "Marketing*, and *Email Marketing*." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:170 msgid "" ":guilabel:`Stage`: this filter can be used to eliminate or target leads that" " have reached specific stages." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:172 msgid "" ":guilabel:`Medium`: a lead's source can indicate its quality level, as " "various channels have different won rates and expected revenues." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:174 msgid "" ":guilabel:`Campaign`: adding this filter helps track of the success of " "different marketing efforts to capture high quality leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:176 msgid "" ":guilabel:`Lost Reason`: exclude leads that may appear to be quality based " "on various criteria, but have been marked as *lost* for specified reasons." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:178 msgid "" ":guilabel:`Tags`: include or exclude results based on one or more customized" " tags." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:181 msgid "" "When adding rules to a custom filter, keep the statements preceding each " "rule in mind. The statement above a rule determines whether the search " "results must match **all** of the rules below the statement, or **any** of " "the rules below the statement." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "" "Close up of the match rule options on a add custom filter pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:190 msgid "View the report" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "" "Close up on the match all rules option on the add a custom filter pop-up " "window." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:202 msgid "" "After the filters are configured, click :guilabel:`Add`. The default display" " for the report is a bar graph, where the leads are grouped by *stage*." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:205 msgid "" "To group the results by salesperson, click the :guilabel:`🔻(triangle pointed" " down)` icon to the right of the :guilabel:`Search...` bar to open the drop-" "down mega menu. Under the :guilabel:`Group By` heading, select " ":guilabel:`Salesperson`. In the same column, under the :guilabel:`Group By` " "heading, click :guilabel:`Add a Custom Group`, then select " ":guilabel:`Active` on the resulting drop-down menu to layer in lead " "*status*, under the parent :guilabel:`Salesperson` grouping." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:211 msgid "" "The report now displays the total count of *quality leads* each salesperson " "has received in the designated time period. Because there are layered " ":guilabel:`Group By` filters, the grouped leads are also color-coded to " "identify whether they are *active* or *marked as lost*." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:216 msgid "" "To save this search for later, click the :guilabel:`🔻(triangle pointed " "down)` icon next to the :guilabel:`Search...` bar to open the drop-down " "menu. Under the :guilabel:`Favorites` heading, click :guilabel:`Save current" " search`." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:220 msgid "" "In the drop-down menu, rename the report from the default `Pipeline` label " "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:3 msgid "Resellers" msgstr "Revendeurs" #: ../../content/applications/sales/crm/track_leads/resellers.rst:5 msgid "" "Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " "Leads can be manually assigned, or automatically assigned, based on the " "resellers' designated *level* and location." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:11 msgid "" "To utilize the reseller features, the *Resellers* module first needs to be " "installed. Navigate to the :menuselection:`Apps application`, and remove the" " :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " "for `Resellers`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst-1 msgid "The resellers module in Odoo." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:19 msgid "" "Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " "appears. Doing so installs the module, and returns to the main Odoo " "dashboard." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:22 msgid "" "After the module is installed, navigate to the :menuselection:`CRM app`. " "Under the :menuselection:`Configuration` menu is a new section, titled " ":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " "Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:30 msgid "Partner levels" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:32 msgid "" "Partner *levels* are used to differentiate between various resellers. To " "view the partner levels, navigate to :menuselection:`CRM app --> " "Configuration --> Resellers: Partner Levels`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:35 msgid "" "On the :guilabel:`Partner Levels` page that appears, there are three default" " levels:" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:37 msgid ":guilabel:`Gold`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:38 msgid ":guilabel:`Silver`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:39 msgid ":guilabel:`Bronze`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:41 msgid "" "New levels can be added, as needed, by clicking :guilabel:`New`, and filling" " out the resulting level form." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:44 msgid "" "Existing levels can also be edited and renamed, if desired, as well. To " "modify a level, select it from the list, and proceed to make any desired " "changes from the level form page that appears." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:47 msgid "" "Level weight is used to decide the probability a partner to be assigned a " "lead or opportunity. On the level form, assign a numerical value (greater " "than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " "leads are assigned." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:52 msgid "" "*Level Weight* can be assigned on an individual contact record. The weight " "assigned on the individual record overwrites the default weight assigned on " "the level configuration form." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:58 msgid "Partner activations" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:60 msgid "" "Partner *activations* are used to identify the status of a partner. " "Activations are assigned on an individual contact record, and can be used to" " group or filter the *Partnership Analysis* report (:menuselection:`CRM app " "--> Reporting --> Partnerships`)." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:64 msgid "" "To view the partner levels, navigate to :menuselection:`CRM app --> " "Configuration --> Partner Activations`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:67 msgid "Three activation types are created by default in the *CRM* app:" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:69 msgid ":guilabel:`Fully Operational`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:70 msgid ":guilabel:`Ramp-up`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:71 msgid ":guilabel:`First Contact`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:73 msgid "" "New partner activations can be added, as needed, by clicking " ":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " "appears. Then, select the desired status in the :guilabel:`Active` column." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:77 msgid "" "Existing partner activations can also be edited and renamed, if desired. To " "rename a status, click the :guilabel:`Name` field of a desired level, and " "enter a new name." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:80 msgid "" "To change the active status of an activation, slide the toggle in the " ":guilabel:`Active` column of the desired activation to the *inactive* " "position." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:87 msgid "The list of default partner activations in the CRM app." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:87 msgid "" "The list of default Partner Activations in the CRM app. The toggle for First" " Contact is in the inactive position, while the rest are active." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:91 msgid "Partner assignments" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:93 msgid "" "After :ref:`partner levels ` and :ref:`partner " "activations ` configured." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:96 msgid "" "To update an individual partner record, navigate to :menuselection:`CRM app " "--> Sales --> Customers`, and click the Kanban card for the desired partner " "to open the customer record." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:99 msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:101 msgid "" "Click the :guilabel:`Partner Level` field, and select an option from the " "drop-down menu to assign a level. Click the :guilabel:`Activation` field, " "and select a partner activation type from the drop-down list, if desired. " "Then, click the :guilabel:`Level Weight` field to assign a different level " "weight, if necessary." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:107 msgid "Publish partners" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:109 msgid "" "With the Odoo *Website* and *Resellers* apps installed, a new webpage " "(`/partners`) is created to display a list of all active partners from the " "*CRM* app." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:112 msgid "" "Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " "the Kanban card for a partner. From that partner's contact form, click the " ":guilabel:`Go to Website` smart button at the top of the page to open that " "partner's webpage." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:116 msgid "" "Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " "use the :doc:`building blocks " "<../../../websites/website/web_design/building_blocks>` to add any " "additional design elements, or information about the partner." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:121 msgid "A company summary is a useful addition to this page." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:123 msgid "" "After making any necessary changes to the page, click :guilabel:`Save`. At " "the top of the page, slide the :guilabel:`Unpublished` toggle to the active," " :guilabel:`Published` position, if needed." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:126 msgid "Repeat these steps for all partners." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst-1 msgid "" "An example of the partners webpage, displaying available partners by level " "and location." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:5 msgid "" "*Unattended leads* are leads that have scheduled activities that are either " "due or past due. Whenever an activity is scheduled, Odoo tracks the due " "date, and sends email reminders to the users the activity is assigned to." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:9 msgid "" "An *unattended leads report* compiles all active leads in the pipeline with " "due or past due activities, allowing a sales manager to identify which " "opportunities require immediate attention." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:12 msgid "" "By pulling a daily unattended leads report, sales managers can remind their " "teams to address outstanding activities before they become past due, helping" " avoid neglected leads and reinforcing proactive behaviors in their " "salespeople." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:18 msgid "" "A sales manager starts their day by pulling an unattended leads report, and " "upon switching to list view, they see the following:" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 msgid "" "List view of a sample Unattended Leads report with the activities " "emphasized." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:25 msgid "" "Their team member, Mitchell, has two leads in the *Proposition* stage with " "activities that are due." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:28 msgid "" "The yellow :guilabel:`📞 (phone)` icon indicates that the `Modern Open Space`" " lead has a phone call activity scheduled for today. The red :guilabel:`✉️ " "(envelope)` icon indicates that the `5 VP Chairs` lead has an email activity" " scheduled that is past due." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:32 msgid "" "Clicking on the `5 VP Chairs` lead, the sales manager opens the record of " "the lead and reviews the chatter. They see that the email was scheduled to " "be sent two days ago, but Mitchell never marked this activity as done." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst-1 msgid "Example of overdue activities notification in the chatter of a lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:41 msgid "" "In order to pull a unattended leads report, sales teams **must** be " "regularly utilizing activity in the *CRM* pipeline, on individual lead and " "opportunity cards." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:44 msgid "" "It is **not** possible to compile a complete report if the sales people are " "not using the *Activities* feature in the *chatter*" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:47 msgid "" "For more information, refer to :doc:`Activities " "<../../../essentials/activities>`" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:50 msgid "Create an unattended leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:52 msgid "" "To create an unattended leads report, first navigate to :menuselection:`CRM " "app --> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` " "dashboard. Click into the :guilabel:`Search...` bar at the top of the page, " "and remove all of the default filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:57 msgid "" "The :guilabel:`Created on` filter can remain active, as this variable may be" " useful to include in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:60 msgid "" "Next, add custom filters by clicking the :guilabel:`🔻(triangle pointed " "down)` icon to the right of the :guilabel:`Search...` bar to open the drop-" "down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click " ":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` " "pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:70 msgid "" "In order to generate an unattended leads report, filters need to be created " "for the following conditions:" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:73 msgid "" ":ref:`Past due activities `: limits the " "results to only include leads with an assigned activity where the due date " "has past. This can be altered to include activities due to occur on the date" " the report is generated as well." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:76 msgid "" ":ref:`Unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:78 msgid "" ":ref:`Specific sales teams `: limits " "results to only include leads assigned to one or more sales teams. This " "filter is optional and should not be included if the report is intended for " "the entire company." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:85 msgid "Add filter for past due activities" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:87 msgid "" "Click the first field for the new rule, and type `Activities` in the " ":guilabel:`Search...` bar, or scroll to search through the list to locate " "it. Then, next to :guilabel:`Activities`, click the :guilabel:`> (greater " "than sign)` to open a new drop-down menu with secondary conditions." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:91 msgid "" "Type `Due Date` in the :guilabel:`Search...` bar, or scroll to search " "through the list. Click :guilabel:`Due Date` to add it to the rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 msgid "" "Custom filter pop-up with emphasis on the options for activities and due " "date." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:98 msgid "" "Then, click into then next field and select :guilabel:`<=` from the drop-" "down menu. Selecting this operator includes all activities with a due date " "up to, and including, the date selected in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:102 msgid "The third field can be left as today's date, or adjusted as needed." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:109 msgid "" "After filtering for activities, add a :guilabel:`New Rule`. Then, click into" " the first field for the new rule, and type `Salesperson` in the " ":guilabel:`Search...` bar, or scroll to search through the list to locate " "it." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:119 msgid "Add a Sales team" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:122 msgid "" "This filter is optional. To view results for the entire company, do **not** " "add this filter, and continue to :ref:`View results " "`" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140 msgid "" "An example of the **Add Custom Filter** pop-up window with all of the rules " "configured." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:156 msgid "" "After the filters are configured, click :guilabel:`Add`. The resulting " "report displays all leads assigned to a salesperson where an activity is " "past due, or is due on the current date. The default display is a bar graph," " where the leads are grouped by *stage*." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:160 msgid "" "To group the results by salesperson, click the :guilabel:`🔻(triangle pointed" " down)` icon to the right of the :guilabel:`Search...` bar to open the drop-" "down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorites` columns. Under the :guilabel:`Group By` heading, " "select :guilabel:`Salesperson`." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:166 msgid "" "The option to group by :guilabel:`Sales Team` is also available under the " ":guilabel:`Group By` heading." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:169 msgid "" "To change to a *list* view, click the :guilabel:`≣ (list)` icon in the top-" "right corner of the screen." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:173 msgid "" "Clicking the :guilabel:`(toggle) icon` opens a drop-down menu of additional " "columns that can be added to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:176 msgid "Some options that are beneficial for this report include:" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:178 msgid "" ":guilabel:`Activities`: the summary of the latest activity for this lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:179 msgid "" ":guilabel:`Expected Closing`: the estimated date on which the lead will be " "won." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:180 msgid ":guilabel:`Probability`: estimated success rate based on the stage." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:187 msgid ":doc:`Activities <../../../essentials/activities>`" msgstr "" #: ../../content/applications/sales/members.rst:5 msgid "Members" msgstr "Membres" #: ../../content/applications/sales/members.rst:7 msgid "" "The *Members* application is where all operations related to memberships can" " be configured and managed. The *Members* app integrates with the *Sales* " "and *Accounting* applications to sell and invoice memberships directly to " "customers." msgstr "" #: ../../content/applications/sales/members.rst:12 msgid "Membership products" msgstr "Produits d'adhésion" #: ../../content/applications/sales/members.rst:14 msgid "" "To create a new membership product, navigate to :menuselection:`Members app " "--> Configuration --> Membership Products`, and click :guilabel:`New` to " "open a blank product record." msgstr "" #: ../../content/applications/sales/members.rst:17 msgid "" "Complete the blank form with the necessary information, including the " ":guilabel:`Membership Duration`." msgstr "" #: ../../content/applications/sales/members.rst:21 msgid "" "Membership products require a start and end date, as they are used to " "determine :ref:`membership status `. Membership " "products can be sold *before* their active start date." msgstr "" #: ../../content/applications/sales/members.rst-1 msgid "A new membership product in the members app." msgstr "" #: ../../content/applications/sales/members.rst:29 msgid "" "Membership products can be added to a sales order, and invoiced as regular " "products or subscriptions." msgstr "" #: ../../content/applications/sales/members.rst:33 msgid "Activate a membership" msgstr "" #: ../../content/applications/sales/members.rst:35 msgid "" "To activate a membership from the *Contacts* application, navigate to " ":menuselection:`Contacts app`, and click on a contact to open that specific " "contact's detail form." msgstr "" #: ../../content/applications/sales/members.rst:38 msgid "" "From the resulting contact form, open the :guilabel:`Membership` tab, and " "click :guilabel:`Buy Membership`." msgstr "" #: ../../content/applications/sales/members.rst:41 msgid "" "On the :guilabel:`Join Membership` pop-up window that appears, select a " ":guilabel:`Membership` from the drop-down menu. Then, configure a " ":guilabel:`Member Price`." msgstr "" #: ../../content/applications/sales/members.rst:44 msgid "" "Click :guilabel:`Invoice Membership` when both fields are filled in. Doing " "so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be " "confirmed and completed." msgstr "" #: ../../content/applications/sales/members.rst:47 msgid "" "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " "checkbox, in the :guilabel:`Membership` tab of a contact form." msgstr "" #: ../../content/applications/sales/members.rst:53 msgid "Membership status" msgstr "" #: ../../content/applications/sales/members.rst:55 msgid "" "The :guilabel:`Current Membership Status` is listed on the " ":guilabel:`Membership` tab of each contact record:" msgstr "" #: ../../content/applications/sales/members.rst:58 msgid "" ":guilabel:`Non Member`: a partner who has **not** applied for membership." msgstr "" #: ../../content/applications/sales/members.rst:59 msgid "" ":guilabel:`Cancelled Member`: a member who has cancelled their membership." msgstr "" #: ../../content/applications/sales/members.rst:60 msgid ":guilabel:`Old Member`: a member whose membership end date has passed." msgstr "" #: ../../content/applications/sales/members.rst:61 msgid "" ":guilabel:`Waiting Member`: a member who has applied for membership, but " "whose invoice has not yet been created." msgstr "" #: ../../content/applications/sales/members.rst:63 msgid "" ":guilabel:`Invoiced Member`: a member whose invoice has been created, but " "has not been paid." msgstr "" #: ../../content/applications/sales/members.rst:64 msgid ":guilabel:`Paid Member`: a member who has paid the membership fee." msgstr "" #: ../../content/applications/sales/members.rst:67 msgid "Publish members directory" msgstr "" #: ../../content/applications/sales/members.rst:69 msgid "" "To publish a list of active members on the website, the *Online Members " "Directory* application must first be :ref:`installed `. " "After installing the module, add the `/members` page to the website's menu " "by :doc:`editing the website menu <../websites/website/pages/menus>`." msgstr "" #: ../../content/applications/sales/members.rst-1 msgid "The Online Members directory module in Odoo." msgstr "" #: ../../content/applications/sales/members.rst:78 msgid "Publish individual members" msgstr "" #: ../../content/applications/sales/members.rst:80 msgid "" "Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " "Kanban card for a member. From the resulting customer form that appears, " "click the :guilabel:`Go to Website` smart button at the top of the page to " "open the member's webpage." msgstr "" #: ../../content/applications/sales/members.rst:84 msgid "" "Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of " "editing tools. After making any necessary changes to the page, click " ":guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` " "toggle to the active, :guilabel:`Published` position." msgstr "" #: ../../content/applications/sales/members.rst:88 msgid "Repeat these steps for all desired members." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:3 msgid "Members analysis" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:9 msgid "" "The *Members Analysis* report provides a detailed overview of all " "memberships sold and managed within the *Members* application." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:12 msgid "" "To access the *Memberships Analysis* report, navigate to " ":menuselection:`Members app --> Reporting`." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:15 msgid "Navigate the report" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:17 msgid "" "The default *Members Analysis* report displays a bar chart, measuring the " ":guilabel:`Quantity` of memberships against the amount of :guilabel:`Revenue" " Done`. The data is grouped by the assigned salesperson, then by the month " "the membership begins." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst-1 msgid "A sample of the members analysis report." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:25 msgid "" "Additional :ref:`Group By ` options include the following:" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:27 msgid "" ":guilabel:`Salesperson`: the internal user in charge of the contact. This " "information is managed in the *Salesperson* field on the *Sales & Purchase* " "tab on the contact's record." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:29 msgid "" ":guilabel:`Associated Partner`: the contact listed as the *Associated " "Member* on the *Membership* tab on the contact's record." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:31 msgid "" ":guilabel:`Membership Product`: the type of membership assigned to a " "contact. This includes both purchased memberships and free memberships." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:33 msgid ":guilabel:`Current Membership State`: the status of the membership." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:34 msgid "" ":guilabel:`Company`: the company the membership is purchased through. This " "option only appears in multi-company databases." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:36 msgid ":guilabel:`Month`: the month the membership began." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:41 msgid "" "Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph " "view. Then, click the corresponding icon at the top of the report to switch " "to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` " ":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:46 msgid "Click the |pivot| to change to the pivot view." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:54 msgid ":ref:`search/custom-filters`" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:55 msgid ":ref:`search/favorites`" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:6 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:54 msgid "Point of Sale" msgstr "Point de Vente" #: ../../content/applications/sales/point_of_sale.rst:8 msgid "" "With **Odoo Point of Sale**, run your shops and restaurants easily. The app " "works on any device with a web browser, even if you are temporarily offline." " Product moves are automatically registered in your stock, you get real-time" " statistics, and your data is consolidated across all shops." msgstr "" "Gérez facilement vos boutiques et restaurants avec **Odoo Point de Vente**. " "L'application fonctionne sur tout appareil ayant un navigateur web, même si " "vous êtes temporairement hors ligne. Les mouvements de produit sont " "automatiquement enregistrés dans votre stock, vous obtenez des statistiques " "en temps réel et vos données sont consolidées à travers toutes les " "boutiques." #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "" "`Tutoriels Odoo : Tutoriels sur les points de vente " "`_" #: ../../content/applications/sales/point_of_sale.rst:14 msgid ":doc:`IoT Boxes Documentations `" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:19 msgid "Start a session" msgstr "Démarrer une session" #: ../../content/applications/sales/point_of_sale.rst:21 msgid "" "From the **POS dashboard**, click :guilabel:`New Session`, and at the " ":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " "start a POS session, or click :guilabel:`Continue Selling` if the session is" " already opened." msgstr "" "À partir du **tableau de bord du PdV**, cliquez sur :guilabel:`Nouvelle " "session` et sur l'écran :guilabel:`Contrôle des espèces à l'ouverture`, " "cliquez sur :guilabel:`Ouvrir la session` pour commencer une session du PdV " "ou cliquez sur :guilabel:`Continuer la vente` si la session est déjà " "ouverte." #: ../../content/applications/sales/point_of_sale.rst:26 msgid "" ":doc:`Multiple users ` can be logged into the " "same session at the same time. However, the session can only be opened once " "on the same browser." msgstr "" ":doc:`Plusieurs utilisateurs ` peuvent être " "connectés à la même session en même temps. Cependant, la session ne peut " "être ouverte qu'une seule fois dans le même navigateur." #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "Vendre des produits" #: ../../content/applications/sales/point_of_sale.rst:34 msgid "" "Click on products to add them to the cart. To change the **quantity**, click" " :guilabel:`Qty` and enter the number of products using the keypad. To add a" " **discount** or modify the product **price**, click respectively " ":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." msgstr "" "Cliquez sur des produits pour les ajouter au panier. Pour changer la " "**quantité**, cliquez sur :guilabel:`Qté` et saisissez le nombre de produits" " à l'aide du clavier. Pour ajouter une **remise** ou modifier le **prix** du" " produit, cliquez respectivement sur :guilabel:`% de remise` ou " ":guilabel:`Prix` et saisissez les montants." #: ../../content/applications/sales/point_of_sale.rst:38 msgid "" "Once an order is completed, proceed to checkout by clicking " ":guilabel:`Payment`. Select the **payment method**, enter the received " "amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " "on to the next customer." msgstr "" "Une fois la commande complétée, passez à la caisse en cliquant sur " ":guilabel:`Paiement`. Sélectionnez le **mode de paiement**, saisissez le " "montant reçu, puis cliquez sur :guilabel:`Valider`. Cliquez sur " ":guilabel:`Nouvelle commande` pour aider le client suivant." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "Interface d'une session du PdV." #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "" "Vous pouvez utiliser à la fois `,` et `.` sur votre clavier comme " "séparateurs décimaux." #: ../../content/applications/sales/point_of_sale.rst:47 msgid "" "**Cash** is selected by default if you enter the amount without choosing a " "payment method." msgstr "" "L'option **Cash** est sélectionnée par défaut si vous saisissez le montant " "sans choisir le mode de paiement." #: ../../content/applications/sales/point_of_sale.rst:50 msgid "" "The system can only load a limited number of products for effective opening." " Click :guilabel:`Search more` if the desired product is not loaded " "automatically." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:56 msgid "Set customers" msgstr "Définir les clients" #: ../../content/applications/sales/point_of_sale.rst:58 msgid "" "Registering your customer is necessary to :doc:`collect their loyalty points" " and grant them rewards `, automatically " "apply the :doc:`attributed pricelist `, or" " :ref:`generate and print an invoice `." msgstr "" "Il est nécessaire d'enregistrer votre client pour :doc:`collecter ses points" " de fidélité et lui accorder des récompenses " "`, appliquer automatiquement la :doc:`liste " "de prix attribuée `, ou :ref:`générer et " "imprimer une facture `." #: ../../content/applications/sales/point_of_sale.rst:63 msgid "" "You can create customers from an :ref:`open POS session `" " by clicking :menuselection:`Customer --> Create`, and filling in the " "contact information. You can also create customers from the backend by going" " to :menuselection:`Point of Sale --> Orders --> Customers` and clicking " ":guilabel:`New`. Then, fill in the information and save." msgstr "" "Vous pouvez créer des clients à partir d'une :ref:`session PdV ouverte " "` en cliquant sur :menuselection:`Client --> Créer`, et " "en remplissant les informations de contact. Vous pouvez également créer des " "clients à partir du backend en allant au :menuselection:`Point de Vente --> " "Commandes --> Clients` et en cliquant sur :guilabel:`Nouveau`. Remplissez " "ensuite les informations et enregistrez." #: ../../content/applications/sales/point_of_sale.rst:68 msgid "" "To set a customer during an order, access the list of customers by clicking " ":guilabel:`Customer` on the POS interface. You can also set a customer at " "the payment screen by clicking :guilabel:`Customer`." msgstr "" "Pour définir un client pendant une commande, accédez à la liste des clients " "en cliquant sur :guilabel:`Client` sur l'interface du point de vente. Vous " "pouvez également définir un client sur l'écran de paiement en cliquant sur " ":guilabel:`Client`." #: ../../content/applications/sales/point_of_sale.rst:75 msgid "Customer notes" msgstr "Notes au client" #: ../../content/applications/sales/point_of_sale.rst:77 msgid "" "You can add **customer notes** about specific products directly from an open" " :ref:`POS session `. For instance, to provide cleaning " "and maintenance tips. They can also be used to track a customer's particular" " request, such as not wanting the product to be assembled for them." msgstr "" "Vous pouvez ajouter des **notes au client** sur des produits spécifiques " "directement à partir d'une :ref:`session PdV ` ouverte. " "Par exemple, des conseils de nettoyage et d'entretien. Elles peuvent " "également être utilisées pour suivre la demande particulière d'un client, " "par exemple s'il ne souhaite pas que le produit soit assemblé pour lui." #: ../../content/applications/sales/point_of_sale.rst:81 msgid "" "To do so, select a product and click :guilabel:`Customer Note` on the pad. " "Doing so opens a pop-up window in which you can add or modify content for " "the note." msgstr "" "Pour ce faire, sélectionnez un produit et cliquez sur :guilabel:`Note au " "client` sur le pavé. Cela ouvre une fenêtre contextuelle dans laquelle vous " "pouvez ajouter ou modifier le contenu de la note." #: ../../content/applications/sales/point_of_sale.rst:85 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr "" "Les notes de produit d'une :doc:`commande importée " "` sont affichées à l'identique dans le " "panier." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "" "Bouton Note au client et notes (commande et session PdV) sur les produits " "dans le panier" #: ../../content/applications/sales/point_of_sale.rst:91 msgid "" "Customer notes appear on customers' receipts and invoices similarly to how " "they appear in the cart, under the related product." msgstr "" "Les notes au client apparaissent sur les reçus et les factures des clients " "de la même manière qu'elles apparaissent dans le panier, c'est-à-dire, sous " "le produit concerné." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "" "Le reçu du client avec des notes provenant d'une commande et de la " "fonctionnalité de note au client." #: ../../content/applications/sales/point_of_sale.rst:100 msgid "Return and refund products" msgstr "Retourner et rembourser des produits" #: ../../content/applications/sales/point_of_sale.rst:102 msgid "To return and refund a product," msgstr "Pour retourner et rembourser un produit," #: ../../content/applications/sales/point_of_sale.rst:104 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "" ":ref:`démarrez une session ` à partir du **tableau de " "bord du Point de Vente** ;" #: ../../content/applications/sales/point_of_sale.rst:105 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" "cliquez sur :guilabel:`Remboursement` et sélectionnez la commande concernée " ";" #: ../../content/applications/sales/point_of_sale.rst:106 msgid "select the product and the quantity to refund using the keypad;" msgstr "" "sélectionnez le produit et la quantité à rembourser à l'aide du clavier ;" #: ../../content/applications/sales/point_of_sale.rst:107 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "cliquez sur :guilabel:`Rembourser` pour revenir à l'écran précédent ;" #: ../../content/applications/sales/point_of_sale.rst:108 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "" "une fois la commande terminée, cliquez sur :guilabel:`Paiement` pour " "procéder au remboursement ;" #: ../../content/applications/sales/point_of_sale.rst:109 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr "" "cliquez sur :guilabel:`Valider` et :guilabel:`Nouvelle commande` pour aider " "le client suivant." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "Vue remboursement dans un point de vente" #: ../../content/applications/sales/point_of_sale.rst:115 msgid "" "You can filter the **orders list** by :guilabel:`Receipt Number`, " ":guilabel:`Date` or :guilabel:`Customer` using the search bar." msgstr "" "Vous pouvez filtrer la **liste des commandes** en fonction du " ":guilabel:`numéro de reçu`, de la :guilabel:`date` ou du :guilabel:`client` " "en utilisant la barre de recherche." #: ../../content/applications/sales/point_of_sale.rst:117 msgid "" "You can also refund a product by selecting the returned product from an open" " session, and setting a negative quantity that equals the number of returned" " products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " "the quantity of returned products." msgstr "" "Vous pouvez également rembourser un produit en sélectionnant le produit " "retourné à partir d'une session ouverte et en définissant une quantité " "négative égale au nombre de produits retournés. Pour ce faire, cliquez sur " ":guilabel:`Qté` et :guilabel:`+/-`, puis sur la quantité de produits " "retournés." #: ../../content/applications/sales/point_of_sale.rst:121 msgid "" "Once the return payment is validated, Odoo generates the required credit " "note, referencing the original receipt or invoice and partially or fully " "canceling the document." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:127 msgid "Manage the cash register" msgstr "Gérer la caisse enregistreuse" #: ../../content/applications/sales/point_of_sale.rst:129 msgid "" "To add or take out cash from the register, click the **menu icon** in the " "upper right corner of your screen and :guilabel:`Cash In/Out`." msgstr "" "Pour ajouter ou retirer de l'argent de la caisse, cliquez sur l'**icône de " "menu** dans le coin supérieur droit de votre écran et sur :guilabel:`Cash " "entrant/sortant`." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n" "orders" msgstr "" "Menu déroulant permettant de fermer une session du point de vente, accéder au backend, ajouter ou retirer de l'argent ou vérifier \n" "des commandes." #: ../../content/applications/sales/point_of_sale.rst:136 msgid "" "Doing so opens a pop-up window on which you can select :guilabel:`Cash In` " "or :guilabel:`Cash Out`, enter the amount and the reason, and click " ":guilabel:`Confirm`." msgstr "" "Cette opération ouvre une fenêtre contextuelle dans laquelle vous pouvez " "sélectionner :guilabel:`Cash entrant` ou :guilabel:`Cash sortant`, saisir le" " montant et le motif et cliquer sur :guilabel:`Confirmer`." #: ../../content/applications/sales/point_of_sale.rst:142 msgid "Close the POS session" msgstr "Fermer la session du PdV" #: ../../content/applications/sales/point_of_sale.rst:144 msgid "" "To close your session, click the **menu icon** in the upper right corner of " "your screen and :guilabel:`Close Session`." msgstr "" "Pour fermer votre session, cliquez sur l'**icône de menu** dans le coin " "supérieur droit de votre écran et sur :guilabel:`Fermer la session`." #: ../../content/applications/sales/point_of_sale.rst:147 msgid "" "Doing so opens the :guilabel:`Closing Control` pop-up screen. From this " "screen, you can retrieve various information:" msgstr "" "Cette opération ouvre une fenêtre contextuelle :guilabel:`Contrôle à la " "fermeture`. Depuis cet écran, vous pouvez obtenir différentes informations :" #: ../../content/applications/sales/point_of_sale.rst:150 msgid "" "the number of orders made and the total amount made during the session;" msgstr "" "le nombre de commandes effectuées et le montant total réalisé au cours de la" " session ;" #: ../../content/applications/sales/point_of_sale.rst:151 msgid "the expected amounts grouped by payment method." msgstr "les montants attendus regroupés par mode de paiement." #: ../../content/applications/sales/point_of_sale.rst:153 msgid "" "Before closing this window, count your cash using the calculator icon. Doing" " so opens a pop-up window that computes the total amount in the cash drawer " "depending on the coins and bills counted and added manually. Then, click " ":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" " amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " "Details` are specified in the **Notes** section." msgstr "" "Avant de fermer cette fenêtre, comptez votre argent liquide à l'aide de " "l'icône de la calculatrice. Cette opération ouvre une fenêtre contextuelle " "qui calcule le montant total du tiroir-caisse en fonction des pièces et des " "billets comptés et ajoutés manuellement. Ensuite, cliquez sur " ":guilabel:`Confirmer` ou :guilabel:`Annuler` pour fermer la fenêtre. Le " "montant calculé est indiqué dans la colonne :guilabel:`compté` et les " ":guilabel:`détails d'argent` sont précisés dans la section **Notes**." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "Comment fermer une session du PdV." #: ../../content/applications/sales/point_of_sale.rst:162 msgid "" "Once you are done controlling the amounts, click :guilabel:`Close Session` " "to close and go back to the **POS dashboard**." msgstr "" "Une fois que vous avez fini de contrôler les montants, cliquez sur " ":guilabel:`Fermer la session` pour fermer et revenir au **tableau de bord du" " PdV**." #: ../../content/applications/sales/point_of_sale.rst:166 msgid "" "To reach the backend without closing the session, click :guilabel:`Backend` " "on the dropdown menu." msgstr "" "Pour accéder au backend sans fermer la session, cliquez sur " ":guilabel:`Backend` dans le menu déroulant." #: ../../content/applications/sales/point_of_sale.rst:168 msgid "To abort, click :guilabel:`Discard` on the pop-up window." msgstr "" "Pour annuler les changements, cliquez sur :guilabel:`Ignorer` dans la " "fenêtre contextuelle. " #: ../../content/applications/sales/point_of_sale.rst:169 msgid "" "Depending on your setup, you might only be allowed to close a session if the" " expected cash revenue equals the counted cash. To close it anyway, click " ":guilabel:`Ok` on the :guilabel:`Payments Difference` screen." msgstr "" "En fonction de votre configuration, il se peut que vous ne soyez autorisé à " "fermer une session que si les recettes en espèces attendues sont égales aux " "espèces comptées. Pour la fermer quand même, cliquez sur :guilabel:`Ok` sur " "l'écran :guilabel:`Écart de règlement`." #: ../../content/applications/sales/point_of_sale.rst:174 msgid "" "It is strongly advised to close your POS session at the end of each day." msgstr "" "Il est fortement conseillé de fermer votre session de PdV à la fin de chaque" " journée. " #: ../../content/applications/sales/point_of_sale.rst:175 msgid "" "To look at all your previous sessions, go to :menuselection:`Point of Sale " "--> Orders --> Sessions`." msgstr "" "Pour jeter un coup d’œil à vos sessions précédentes, allez à " ":menuselection:`Point de vente --> Commandes --> Sessions`." #: ../../content/applications/sales/point_of_sale/combos.rst:3 msgid "Product combos" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:5 msgid "" "The **Product Combos** feature allows users to define and manage combination" " options for a single product." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:8 msgid "" "In the context of a restaurant, the feature enables users to create " "multiple-choice menus. For example, a user can define a main dish and " "specify various options for sides, drinks, or desserts that customers can " "combine with the main dish." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:12 msgid "" "In retail, this feature allows you to create a product set with multiple " "products to choose from and combine." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:18 msgid "First, you need to create combination choices. To do so:" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:20 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Product Combos` and " "click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:21 msgid "" "Name your combo and add the products you want customers to choose from by " "clicking :guilabel:`Add a line`. You can also include an extra price for " "each option in the :guilabel:`Extra Price` column." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:26 msgid "" "As a reference, the selected product's original price is displayed in the " ":guilabel:`Original Price` column." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:32 msgid "" "Second, you need to create a specific product to gather combo choices. To do" " this:" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:34 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Products` and click " ":guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:35 msgid "" "Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the " ":guilabel:`General Information` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:39 msgid "" "The sales price of the combo product is fixed and does not vary based on the" " individual prices of included items or the quantity of items in the combo. " "The combo product price is only affected by the extra price optionally " "defined at the combo choice creation or if a variant of one of the items has" " a specified extra price." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:43 msgid "" "Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and " "select the combinations to add. You can also create a new combination at " "this step by clicking :guilabel:`New` on the popup window." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:50 msgid "" "Once you have created and added the combo choices into a product, you can " "sell combos in your retail store or restaurant." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:54 #: ../../content/applications/sales/point_of_sale/employee_login.rst:26 #: ../../content/applications/sales/point_of_sale/preparation.rst:50 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:122 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32 msgid "Practical application" msgstr "Application dans la pratique" #: ../../content/applications/sales/point_of_sale/combos.rst:56 msgid "" ":ref:`Open a POS session ` and select the combo product. " "Choose the options and click :guilabel:`Add to order`. As a reminder, the " "extra price appears under the related choices." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:11 msgid "Access the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:13 msgid "" "To access the general POS settings, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`. Then, open the dropdown menu in the " ":guilabel:`Point of Sale` field and select the POS to configure." msgstr "" "Pour accéder aux paramètres généraux du Point de Vente, allez à " ":menuselection:`Point de Vente --> Configuration --> Paramètres`. Ensuite, " "ouvrez le menu déroulant dans le champ :guilabel:`Point de Vente` et " "sélectionnez le Point de Vente à configurer." #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "" "Menu déroulant pour sélectionner le Point de Vente dans les paramètres de " "l'application" #: ../../content/applications/sales/point_of_sale/configuration.rst:21 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Administration` set as " ":guilabel:`Settings`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:24 msgid "" "You can also configure some settings from the dashboard by clicking the " "vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a " "popup window, from which you can:" msgstr "" "Vous pouvez également configurer certains paramètres à partir du tableau de " "bord en cliquant sur le bouton d'ellipse vertical (:guilabel:`⋮`) sur une " "carte du Point de Vente. Une fenêtre contextuelle s'affichera où vous pouvez" " :" #: ../../content/applications/sales/point_of_sale/configuration.rst:27 msgid ":doc:`Enable multiple employees to log in. `" msgstr "" ":doc:`Permettre à plusieurs employés de se connecter. `" #: ../../content/applications/sales/point_of_sale/configuration.rst:28 msgid ":doc:`Connect and set up an IoT sytem. `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:29 msgid ":doc:`Connect and set up an ePOS printer. `" msgstr "" ":doc:`Connecter et configurer une imprimante ePOS. `" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "" "fenêtre contextuelle pour accéder aux paramètres rapides du Point de Vente" #: ../../content/applications/sales/point_of_sale/configuration.rst:35 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Point of Sale` set as " ":guilabel:`Administrator`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:39 msgid "Make products available" msgstr "Rendre les produits disponibles" #: ../../content/applications/sales/point_of_sale/configuration.rst:41 msgid "To make products available for sale," msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:43 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:88 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:102 msgid "Go to :menuselection:`Point of Sale --> Products --> Products`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:44 msgid "Select a product to open the product form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:45 msgid "Tick the :guilabel:`Point of Sale` checkbox at the top of the form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Making a product available in your POS." msgstr "Rendre un produit disponible dans votre PdV." #: ../../content/applications/sales/point_of_sale/configuration.rst:51 msgid "PoS product categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:56 msgid "" "POS product categories allow users to categorize products and get a more " "structured and clean POS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:59 msgid "" "To manage PoS categories, go to :menuselection:`Point of Sale --> " "Configuration --> PoS Product Categories`. To add a new category, click " ":guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:63 msgid "" "To associate a category with a parent category, fill in the " ":guilabel:`Parent Category` field. A parent category groups one or more " "child categories." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:0 msgid "The PoS product categories grouped by parent categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:71 msgid "Assign PoS product categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:73 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Products` and open a " "product form. Then, go to the :guilabel:`Point of Sale` tab and fill in the " ":guilabel:`Category` field under the :guilabel:`Point of Sale` section with " "one or multiple PoS categories." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Point of Sale tab of a product form to add a PoS product category" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:81 msgid "Restrict categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:83 msgid "" "You can limit the categories displayed on your POS interface. To achieve " "this, go to your :ref:`POS settings ` and choose the" " specific categories to display in the :guilabel:`Restrict Categories` field" " within the :guilabel:`Product & PoS categories` section." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Setting to set up the restrict category feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3 msgid "ePOS printers" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5 msgid "" "ePOS printers are designed to work seamlessly with Point of Sale systems. " "Once connected, these devices automatically share information, allowing for " "direct printing of tickets from the POS system to the ePOS printer." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:12 msgid "To use an ePos printer in Point of Sale:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14 msgid ":ref:`Access the POS settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:15 msgid "Activate the :guilabel:`ePos Printer` feature." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16 msgid "Fill in the field with your ePos IP address." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst-1 msgid "setting to enable the ePos printer feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22 msgid "" "When the printer connects to a network, it automatically prints a ticket " "with its IP address." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25 msgid "Directly supported ePOS printers" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27 msgid "" "The following ePOS printers are directly compatible with Odoo without " "needing an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30 msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31 msgid "Epson TM-H6000IV-DT (Receipt printer only)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32 msgid "Epson TM-T70II-DT" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33 msgid "Epson TM-T88V-DT" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34 msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 msgid "Epson TM-T70-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT system integration" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT system " "` to be compatible with Odoo:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:56 msgid "" "Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK " "Javascript protocol " "`_" " are compatible with Odoo **without** needing an :doc:`IoT system " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:60 msgid "" "Thermal printers using ESC/POS are compatible **with** an :doc:`IoT system " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:62 msgid "" "Epson printers using only USB connections are compatible **with** an " ":doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64 msgid "Epson printers that connect via Bluetooth are **not compatible**." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:67 msgid ":doc:`https`" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:68 #: ../../content/applications/sales/point_of_sale/configuration/https.rst:22 msgid ":doc:`epos_ssc`" msgstr ":doc:`epos_ssc`" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5 msgid "Self-signed certificate for ePOS printers" msgstr "Certificat auto-signé pour les imprimantes ePOS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7 msgid "" "To work with Odoo, some printer models that can be used without an :doc:`IoT" " system ` may require :doc:`the HTTPS protocol " "` to establish a secure connection between the browser and the " "printer. However, trying to reach the printer's IP address using HTTPS leads" " to a warning page on most web browsers. In that case, you can temporarily " ":ref:`force the connection `, which allows you to " "reach the page in HTTPS and use the ePOS printer in Odoo as long as the " "browser window stays open." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15 msgid "" "The connection is lost after closing the browser window. Therefore, this " "method should only be used as a **workaround** or as a pre-requisite for the" " :ref:`following instructions `." msgstr "" "La connexion est perdue après la fermeture de la fenêtre du navigateur. Par " "conséquent, cette méthode ne doit être utilisée que comme solution de " "**contournement** ou comme un prérequis pour les :ref:`instructions " "suivantes `." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "Generate, export, and import self-signed certificates" msgstr "Générer, exporter et importer des certificats auto-signés" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24 msgid "" "For a long-term solution, you must generate a **self-signed certificate**. " "Then, export and import it into your browser." msgstr "" "Pour une solution à long terme, vous devez générer un **certificat auto-" "signé**. Ensuite, vous pouvez l'exporter et l'importer dans votre " "navigateur." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28 msgid "" "**Generating** an SSL certificate should only be done **once**. If you " "create another certificate, devices using the previous one will lose HTTPS " "access." msgstr "" "La **génération** d'un certificat SSL ne doit être fait qu'**une seule " "fois**. Si vous créez un autre certificat, les appareils utilisant le " "précédent perdront l'accès HTTPS." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:33 msgid "Windows 10 & Linux OS" msgstr "Windows 10 & Linux OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:37 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:166 msgid "Generate a self-signed certificate" msgstr "Générer un certificat auto-signé" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:39 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168 msgid "" "Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force " "the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to " "[IP address] (unsafe)`." msgstr "" "Allez à l'adresse IP de l'ePOS (par ex. `https://192.168.1.25`) et forcez la" " connexion en cliquant sur :guilabel:`Avancé` et :guilabel:`Procéder à " "[adresse IP] (non sécurisé)`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "" "Page d'avertissement sur la confidentialité de la connexion dans Google " "Chrome" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:176 msgid "Warning page on Google Chrome, Windows 10" msgstr "Page d'avertissement dans Google Chrome, Windows 10" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178 msgid "" "Then, sign in using your printer credentials to access the ePOS printer " "settings. To sign in, enter `epson` in the :guilabel:`ID` field and your " "printer serial number in the :guilabel:`Password` field." msgstr "" "Ensuite, connectez-vous en utilisant les identifiants de l'imprimante pour " "accéder aux paramètres de l'imprimante ePOS. Pour vous connecter, saisissez " "`epson` dans le champ :guilabel:`ID` et le numéro de série de votre " "imprimante dans le champ :guilabel:`Mot de passe`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182 msgid "" "Click :guilabel:`Certificate List` in the :guilabel:`Authentication` " "section, and click :guilabel:`create` to generate a new **Self-Signed " "Certificate**. The :guilabel:`Common Name` should be automatically filled " "out. If not, fill it in with the printer IP address number. Select the years" " the certificate will be valid in the :guilabel:`Validity Period` field, " "click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the " "printer." msgstr "" "Cliquez sur :guilabel:`Liste des certificats` dans la section " ":guilabel:`Authentification` et cliquez sur :guilabel:`créer` pour générer " "un nouveau **Certificat auto-signé**. Le :guilabel:`Nom commun` devrait être" " complété automatiquement. Si ce n'est pas le cas, complétez-le avec le " "numéro d'adresse IP de l'imprimante. Sélectionnez les années de validité du " "certificat dans le champ :guilabel:`Période de validité`, cliquez sur " ":guilabel:`Créer` et :guilabel:`Réinitialiser` ou redémarrez l'imprimante " "manuellement." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:189 msgid "" "The self-signed certificate is generated. Reload the page and click " ":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure " "**Selfsigned Certificate** is correctly selected in the :guilabel:`Server " "Certificate` section." msgstr "" "Le certificat auto-signé est généré. Rechargez la page et cliquez sur " ":guilabel:`SSL/TLS` dans la section :guilabel:`Sécurité` pour vous assurer " "que le **Certificat auto-signé** est correctement sélectionné dans la " "section :guilabel:`Certificat du serveur`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193 msgid "Export a self-signed certificate" msgstr "Exporter un certificat auto-signé" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:66 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:195 msgid "" "The export process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser. Start by accessing your ePOS printer settings on your web " "browser by navigating to its IP address (e.g., `https://192.168.1.25`). " "Then, force the connection as explained in the **Generate a self-signed " "certificate tab**." msgstr "" "La procédure d'exportation dépend fortement du système d'exploitation et du " "navigateur. Commencez par accéder aux paramètres de votre imprimante ePOS " "sur votre navigateur web en allant à son adresse IP (par ex. " "`https://192.168.1.25`). Forcez ensuite la connexion comme il est expliqué " "dans l'onglet **Générer un certificat autosigné**." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:71 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:131 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:200 msgid "If you are using **Google Chrome**," msgstr "Si vous utilisez **Google Chrome**," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:202 msgid "" "click :guilabel:`Not secure` next to the search bar, and " ":guilabel:`Certificate is not valid`;" msgstr "" "cliquez sur :guilabel:`Non sécurisé` à côté de la barre de recherche et " ":guilabel:`Certificat non valide` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "" "Le bouton dans la navigateur Google Chrome signalant que la Connexion à " "l'imprimante n'est pas sécurisée." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:208 msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;" msgstr "" "allez à l'onglet :guilabel:`Détails` et cliquez sur :guilabel:`Exporter` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:80 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209 msgid "" "add `.crt` at the end of the file name to ensure it has the correct " "extension;" msgstr "" "ajoutez `.crt` à la fin du nom de fichier pour vous assurer qu'il a " "l'extension correcte ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:81 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:210 msgid "" "select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom " "of the pop-up window;" msgstr "" "sélectionnez :guilabel:`ASCII encodé en Base64, certificat unique`, en bas " "de la fenêtre contextuelle ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:83 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:100 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:212 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:229 msgid "save, and the certificate is exported." msgstr "enregistrez et le certificat est exporté." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not see the file during the import process." msgstr "" "Assurez-vous que le certificat se termine par l'extension `.crt`. Sinon, " "certains navigateurs risquent de ne pas voir le fichier pendant la procédure" " d'importation." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218 msgid "If you are using **Mozilla Firefox**," msgstr "Si vous utilisez **Mozilla Firefox**," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220 msgid "click the **lock-shaped** icon on the left of the address bar;" msgstr "" "cliquez sur l'icône en forme de **cadenas** à gauche de la barre d'adresse ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:221 msgid "" "go to :menuselection:`Connection not secure --> More information --> " "Security tab --> View certificate`;" msgstr "" "allez à :menuselection:`Connexion non sécurisée --> Plus d'informations --> " "Onglet Sécurité --> Afficher le certificat` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "" "Le bouton dans le navigateur Mozilla Firefox signalant que la connexion " "n'est pas sécurisée." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227 msgid "scroll down to the :guilabel:`Miscellaneous` section;" msgstr "descendez jusqu'à la section :guilabel:`Divers` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:228 msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;" msgstr "" "cliquez sur :guilabel:`PEM (cert)` dans la section :guilabel:`Télécharger` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102 msgid "Import a self-signed certificate" msgstr "Importer un certificat auto-signé" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104 msgid "" "The import process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser." msgstr "" "La procédure d'importation dépend fortement du système d'exploitation et du " "navigateur." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:109 msgid "Windows 10" msgstr "Windows 10" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111 msgid "" "Windows 10 manages certificates, which means that self-signed certificates " "must be imported from the certification file rather than the browser. To do " "so," msgstr "" "Windows 10 gère les certificats, ce qui signifie que les certificats auto-" "signés doivent être importés depuis le fichier de certification plutôt que " "depuis le navigateur. Procédez comme suit :" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "" "ouvrez l'explorateur de fichiers de Windows et localisez le fichier de " "certification téléchargé ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "" "cliquez droit sur le fichier de certification et cliquez sur " ":guilabel:`Installer le certificat` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117 msgid "" "select where to install the certificate and for whom - either for the " ":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, " "click :guilabel:`Next`;" msgstr "" "sélectionnez où installer le certificat et pour qui - soit pour " "l':guilabel:`utilisateur actuel`, soit pour tous les utilisateurs " "(:guilabel:`Ordinateur local`). Cliquez ensuite sur :guilabel:`Suivant` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:120 msgid "" "on the `Certificate Store` screen, tick :guilabel:`Place all certificates in" " the following store`, click :guilabel:`Browse...`, and select " ":guilabel:`Trusted Root Certification Authorities`;" msgstr "" "sur l'écran du `Magasin de certificats`, cochez :guilabel:`Placer tous les " "certificats dans le magasin suivant`, cliquez sur :guilabel:`Parcourir...` " "et sélectionnez :guilabel:`Autorités de certification racines de confiance` " ";" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "" "cliquez sur :guilabel:`Terminer`, acceptez la fenêtre contextuelle de " "sécurité ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "restart the computer to make sure that the changes are applied." msgstr "" "redémarrez l'ordinateur pour vous assurer que tous les changements sont " "appliqués." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129 msgid "Linux" msgstr "Linux" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:133 msgid "open Chrome;" msgstr "ouvrez Chrome ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 msgid "" "go to :menuselection:`Settings --> Privacy and security --> Security --> " "Manage certificates`;" msgstr "" "allez à :menuselection:`Paramètres --> Confidentialité et sécurité --> " "Sécurité --> Gérer les certificats` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136 msgid "" "go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select " "the exported certification file;" msgstr "" "allez à l'onglet :guilabel:`Autorités`, cliquez sur :guilabel:`Importer` et " "sélectionnez le fichier de certification importé ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138 msgid "accept all warnings;" msgstr "acceptez tous les avertissements ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "click :guilabel:`ok`;" msgstr "cliquez sur :guilabel:`ok` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:150 msgid "restart your browser." msgstr "redémarrez votre navigateur." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 msgid "open Firefox;" msgstr "ouvrez Firefox ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "" "allez à :menuselection:`Paramètres --> Confidentialité & Sécurité --> " "Sécurité --> Afficher les certificats... --> Importer` ; " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148 msgid "select the exported certification file;" msgstr "sélectionnez le fichier de certification exporté ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149 msgid "tick the checkboxes and validate;" msgstr "cochez les cases à cocher et validez ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152 msgid "Mac OS" msgstr "Mac OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154 msgid "" "On Mac OS, you can secure the connection for all browsers by following these" " steps:" msgstr "" "Sur Mac OS, vous pouvez sécuriser la connexion pour tous les navigateurs en " "suivant les étapes suivantes :" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156 msgid "" "open Safari and navigate to your printer's IP address. Doing so leads to a " "warning page;" msgstr "" "ouvrez Safari et allez à l'adresse IP de votre imprimante. Une page " "d'avertissement s'affiche ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:157 msgid "" "on the warning page, go to :menuselection:`Show Details --> visit this " "website --> Visit Website`, validate;" msgstr "" "sur la page d'avertissement, allez à :menuselection:`Afficher les détails " "--> visiter ce site web --> Visiter le site web`, validez ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159 msgid "reboot the printer so you can use it with any other browser." msgstr "" "redémarrez l'imprimante pour pouvoir l'utiliser avec n'importe quel autre " "navigateur." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161 msgid "" "To generate and export an SSL certificate and send it to IOS devices, open " "**Google Chrome** or **Mozilla Firefox**. Then," msgstr "" "Pour générer et exporter un certificat SSL et l'envoyer aux appareils iOS, " "ouvrez **Google Chrome** ou **Mozilla Firefox**. Ensuite," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "" "Page d'avertissement sur la confidentialité de la connexion dans Google " "Chrome" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome" msgstr "" "Bouton dans Google Chrome signalant que la connexion à l'imprimante n'est " "pas sécurisée" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:215 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not find the file during the import process." msgstr "" "Assurez-vous que le certificat se termine par l'extension `.crt`. Sinon, " "certains navigateurs pourraient ne pas trouver le fichier pendant le " "processus d'importation." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "" "Le bouton dans Mozilla Firefox signalant que la connexion n'est pas " "sécurisée" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231 msgid "Android OS" msgstr "Android OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233 msgid "" "To import an SSL certificate into an Android device, first create and export" " it from a computer. Next, transfer the `.crt` file to the device using " "email, Bluetooth, or USB. Once the file is on the device," msgstr "" "Pour importer un certificat SSL sur un appareil Android, il faut d'abord le " "créer et l'exporter à partir d'un ordinateur. Ensuite, transférez le fichier" " `.crt` vers l'appareil par email, Bluetooth ou USB. Une fois le fichier sur" " l'appareil," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 msgid "open the settings and search for `certificate`;" msgstr "ouvrez les paramètres et recherchez le `certificat` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "" "cliquez sur :guilabel:`Certificate AC` (Installer à partir du stockage de " "l'appareil) ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239 msgid "select the certificate file to install it on the device." msgstr "" "sélectionnez le fichier de certificat pour l'installer sur l'appareil." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:242 msgid "" "The specific steps for installing a certificate may vary depending on the " "version of Android and the device manufacturer." msgstr "" "Les étapes spécifiques pour l'installation d'un certificat peuvent dépendre " "fortement de la version d'Android et du fabriquant de l'appareil." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245 msgid "iOS" msgstr "iOS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:247 msgid "" "To import an SSL certificate into an iOS device, first create and export it " "from a computer. Then, transfer the `.crt` file to the device using email, " "Bluetooth, or any file-sharing service." msgstr "" "Pour exporter un certificat SSL sur un appareil iOS, il faut d'abord le " "créer et l'exporter à partir d'un ordinateur. Ensuite, transférez le fichier" " `.crt` vers l'appareil par email, Bluetooth ou n'importe quel service de " "partage de fichiers." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:251 msgid "" "Downloading this file triggers a warning pop-up window. Click " ":guilabel:`Allow` to download the configuration profile, and close the " "second pop-up window. Then," msgstr "" "Le téléchargement de ce fichier ouvre une fenêtre contextuelle " "d'avertissement. Cliquez sur :guilabel:`Autoriser` pour télécharger le " "profil de configuration et fermez la deuxième fenêtre contextuelle. Ensuite," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "go to the **Settings App** on the iOS device;" msgstr "allez à l'application **Paramètres** sur l'appareil iOS ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "" "cliquez sur :guilabel:`Profil téléchargé` dans la boîte de détails de " "l'utilisateur ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "locate the downloaded `.crt` file and select it;" msgstr "trouvez le fichier `.crt` téléchargé et sélectionnez-le ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "cliquez sur :guilabel:`Installer` en haut à droite de l'écran ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "if a passcode is set on the device, enter the passcode;" msgstr "" "si un mot de passe est configuré sur l'appareil, saisissez le mot de passe ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:259 msgid "" "click :guilabel:`Install` on the top right of the certificate warning screen" " and the pop-up window;" msgstr "" "cliquez sur :guilabel:`Installer` en haut à droite de l'écran " "d'avertissement du certificat et de la fenêtre contextuelle ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261 msgid "click :guilabel:`Done`." msgstr "cliquez sur :guilabel:`Terminé`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:265 msgid "" "The certificate is installed, but it still needs to be authenticated. To do " "so," msgstr "" "Le certificat est installé, mais il doit toujours être authentifié. Pour ce " "faire," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr "" "allez aux :menuselection:`Paramètres --> Général --> À propos > Paramètres " "de confiance du certificat` ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268 msgid "enable the installed certificate using the **slide button**;" msgstr "activez le certificat installé à l'aide du **bouton coulissant** ;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "cliquez sur :guilabel:`Continuer` dans la fenêtre contextuelle." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272 msgid "" "If you need to export SSL certificates from an operating system or web " "browser that has not been mentioned, search for `export SSL certificate` + " "`the name of your browser or operating system` in your preferred search " "engine." msgstr "" "Si vous devez exporter des certificats SSL à partir d'un système " "d'exploitation ou d'un navigateur qui n'a pas été mentionné, recherchez " "`exporter certificat SSL` + `le nom de votre navigateur ou système " "d'exploitation` dans votre moteur de recherche préféré." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275 msgid "" "Similarly, to import SSL certificates from an unmentioned OS or browser, " "search for `import SSL certificate root authority` + `the name of your " "browser or operating system` in your preferred search engine." msgstr "" "De même, pour importer des certificats SSL à partir d'un système " "d'exploitation ou d'un navigateur, recherchez `importer certificat SSL " "autorité racine` + `le nom de votre navigateur ou système d'opération` dans " "votre moteur de recherche préféré." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "Check if the certificate was imported correctly" msgstr "Vérifiez si le certificat est correctement importé" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282 msgid "" "To confirm your printer's connection is secure, connect to its IP address " "using HTTPS. For example, navigate to `https://192.168.1.25` in your " "browser. If the SSL certificate has been applied correctly, you should no " "longer see a warning page, and the address bar should display a padlock " "icon, indicating that the connection is secure." msgstr "" "Pour confirmer que la connexion de votre imprimante est sécurisée, " "connectez-vous à son adresse IP en utilisant HTTPS. Par exemple, allez à " "`https://192.168.1.25` dans votre navigateur. Si le certificat SSL a été " "correctement appliqué, vous ne devriez plus voir de page d'avertissement et " "la barre d'adresse devrait afficher une icône de cadenas, indiquant que la " "connexion est sécurisée." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "Connexion sécurisée (HTTPS)" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:5 msgid "" "If **Direct Devices** is enabled in a Point of Sale settings (for example, " "if you use an :doc:`ePos printer `), HTTP becomes the default" " protocol." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "" "Forcer votre Point de vente à utiliser une connexion sécurisée (HTTPS)" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:11 msgid "" "Add a new **key** in the **System Parameters** to force your Point of Sale " "to use a secure connection with the HTTPS protocol." msgstr "" "Ajoutez une nouvelle **clé** dans les **Paramètres système** pour forcer " "votre Point de vente à utiliser une connexion sécurisée avec le protocole " "HTTPS." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:14 msgid "" "To do so, activate the :ref:`developer mode `, go to " ":menuselection:`Settings --> Technical --> Parameters --> System " "Parameters`, then create a new parameter, add the following values and click" " on *Save*." msgstr "" "Pour ce faire, activez le :ref:`mode développeur `, allez à " ":menuselection:`Paramètres --> Technique --> Paramètres --> Paramètres " "système`, puis créez un nouveau paramètre, ajoutez les valeurs suivantes et " "cliquez sur *Enregistrer*." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr "**Clé**: `point_of_sale.enforce_https`" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "**Valeur**: `True`" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:3 msgid "IoT system connection" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:5 msgid "" "To connect the POS with an :doc:`IoT system `:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:7 msgid "" "Make sure both the Point of Sale and Internet of Things (IoT) apps are " "installed on your database." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:9 msgid "" "Set up the :doc:`/applications/general/iot/iot_box` or " ":doc:`/applications/general/iot/windows_iot`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:11 msgid "Connect the peripheral devices to the IoT system:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:17 msgid "Device" msgstr "Périphérique" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:18 msgid "Instructions" msgstr "Instructions" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:19 msgid "Printer" msgstr "Imprimante" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:20 msgid "" "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` " "port or to the network, and power it on. Refer to " ":doc:`../restaurant/kitchen_printing`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:22 msgid "Cash drawer" msgstr "Tiroir caisse" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:23 msgid "The cash drawer should be connected to the printer with an RJ25 cable." msgstr "Le tiroir caisse doit être connecté à l'imprimante via un câble RJ25." #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:24 msgid "Barcode scanner" msgstr "Lecteur de codes-barres" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:25 msgid "" "The barcode scanner must end barcodes with an `ENTER` character (keycode 28)" " in order for the barcode scanner to be compatible. This is most likely the " "barcode scanner's default configuration." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:28 msgid "Scale" msgstr "Balance" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:29 msgid "" "Connect the scale and power it on. Refer to " ":doc:`/applications/general/iot/devices/scale`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:30 #: ../../content/applications/sales/point_of_sale/preparation.rst:100 #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 msgid "Customer display" msgstr "Écran client" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:31 msgid "" "Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the " ":abbr:`PoS (Point of Sale)` order. Refer to " ":doc:`/applications/general/iot/devices/screen`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:33 msgid "Payment terminal" msgstr "Terminal de paiement" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:34 msgid "" "The connection process depends on the terminal. Refer to the :doc:`payment " "terminals documentation " "`." msgstr "" "Le processus de connexion dépend du terminal. Consultez la " ":doc:`documentation relative aux terminaux de paiement " "`." #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:37 msgid "" ":doc:`Connect the IoT system to your Odoo database " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:38 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`. Scroll down to the :guilabel:`Connected Devices` " "section, enable :guilabel:`IoT Box`, then select the devices to be used for " "the POS. Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:44 msgid "" "Click :guilabel:`IoT Devices` to access the list of " ":doc:`/applications/general/iot/devices` for your POS and view their " "connection status. Click a card to access the device's form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:48 msgid "" "`List of supported hardware `_." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:49 msgid ":doc:`IoT documentation `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:54 msgid "Setup example" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst-1 msgid "A suggested configuration for a point of sale system." msgstr "Une proposition de configuration d'un système de point de vente." #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "Gestion de plusieurs employés" #: ../../content/applications/sales/point_of_sale/employee_login.rst:5 msgid "" "Odoo Point of Sale allows you to manage access to a specific POS by enabling" " the **Multi Employees per Session** feature. When activated, :ref:`you can " "select which users can log into the POS ` and :ref:`keep" " track of the employees involved in each order `." msgstr "" "Odoo Point de Vente vous permet de gérer l'accès à un PdV spécifique en " "activant la fonctionnalité **Plusieurs employés par session**. Une fois " "activée, :ref:`vous pouvez sélectionner les utilisateurs qui peuvent se " "connecter au PdV ` et :ref:`garder une trace des " "employés impliqués dans chaque commande `." #: ../../content/applications/sales/point_of_sale/employee_login.rst:15 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per " "Session`, and add the allowed employees in the :guilabel:`Allowed Employees`" " field." msgstr "" ":ref:`Accédez aux paramètres du PdV ` et " "sélectionnez votre PdV, ou cliquez sur le bouton d'ellipse vertical " "(:guilabel:`⋮`) sur une carte PdV et cliquez sur :guilabel:`Modifier`. " "Ensuite, activez la fonctionnalité :guilabel:`Plusieurs employés par " "session` et ajoutez les employés autorisés dans le champ :guilabel:`Employés" " autorisés`." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "Paramètre pour activer plusieurs caissiers dans le PdV" #: ../../content/applications/sales/point_of_sale/employee_login.rst:28 msgid "" "Once the feature is activated, cashiers can log in :ref:`by scanning their " "badge ` or selecting their name from the list of " "allowed employees to :ref:`open the session `." msgstr "" "Une fois la fonctionnalité activée, les caissiers peuvent se connecter " ":ref:`en scannant leur badge ` ou en sélectionnant " "leur nom dans la liste des employés autorisés pour :ref:`ouvrir la session " "`." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "" "Fenêtre pour ouvrir une session avec la fonctionnalité des plusieurs " "caissiers activée" #: ../../content/applications/sales/point_of_sale/employee_login.rst:35 msgid "" "To switch to another user :ref:`from an open session `, " "click the employee name at the top-right of the screen and select the " "employee to swap with from the list." msgstr "" "Pour passer à un autre utilisateur :ref:`dans une session ouverte " "`, cliquez sur le nom de l'employé dans le coin supérieur" " droit de l'écran et sélectionnez l'employé auquel vous voulez passer dans " "la liste." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "Bouton pour passer d'un caissier à un autre." #: ../../content/applications/sales/point_of_sale/employee_login.rst:41 msgid "" "You can also require your employees to enter a pin code every time they log " "into a POS to prevent them from logging in as someone else. To define the " "code, go to the **Employees** app, open the employee form, and click the " ":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the " ":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` " "category." msgstr "" "Vous pouvez également demander à vos employés de saisir un code pin chaque " "fois qu'ils se connectent à un PdV pour les empêcher de se connecter en tant" " que quelqu'un d'autre. Pour définir le code, allez à l'application " "**Employés**, ouvrez la fiche de l'employé et cliquez sur l'onglet " ":guilabel:`Paramètres RH`. Ensuite, saisissez le code pin de votre choix " "dans le champ :guilabel:`Code PIN` de la catégorie :guilabel:`Présence/Point" " de Vente`." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting on the employee form to assign a badge ID and a PIN code." msgstr "" "Paramètre sur la fiche de l'employé pour assigner l'ID du badge et le code " "PIN." #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "Se connecter à l'aide de badges" #: ../../content/applications/sales/point_of_sale/employee_login.rst:54 msgid "" "For your employees to be able to log in by scanning their badge, they must " "have a badge ID assigned. To do so, go to the **Employees** app, open the " "employee form, and click the :guilabel:`HR settings` tab. Then, enter the " "badge ID of your choice in the :guilabel:`Badge ID` field of the " ":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`." msgstr "" "Pour que vos employés puissent se connecter en scannant leur badge, il faut " "leur assigner un ID de badge. Pour ce faire, allez à l'application " "**Employés**, ouvrez la fiche de l'employé et cliquez sur l'onglet " ":guilabel:`Paramètres RH`. Ensuite, saisissez l'ID de badge de votre choix " "dans le champ :guilabel:`ID bu badget` de la catégorie " ":guilabel:`Présence/Point de Vente` ou cliquez sur :guilabel:`Générer`." #: ../../content/applications/sales/point_of_sale/employee_login.rst:59 msgid "" "To switch to another user, lock the session by clicking the lock-shaped icon" " (:guilabel:`🔓`) at the top-right of the screen and scan your badge." msgstr "" "Pour passer à un autre utilisateur, verrouillez la session en cliquant sur " "l'icône en forme de cadenas (:guilabel:`🔓`) dans le coin supérieur droit de " "l'écran et scannez votre badge." #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "Analytique" #: ../../content/applications/sales/point_of_sale/employee_login.rst:67 msgid "" "Once you close and post the POS session, access the comprehensive report to " "review all session activities, including who initiated the session and who " "handled specific orders. To access the session's report, click the vertical " "ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a " "specific session for more detailed information, and click the " ":guilabel:`Orders` button to view a list of all orders placed during that " "session." msgstr "" "Une fois que vous avez fermé et enregistré la session du PdV, accédez au " "rapport détaillée pour passer en revue toutes les activités de la session, y" " compris le nom de la personne qui a lancé la session et celui de la " "personne qui a géré des commandes spécifiques. Pour accéder au rapport de la" " session, cliquez sur le bouton d'ellipse vertical (:guilabel:`⋮`) sur la " "carte PdV et sélectionnez :guilabel:`Sessions` dans la section " ":guilabel:`Vue`. Ensuite, sélectionnez une session spécifique pour obtenir " "des informations plus détaillées et cliquez sur le bouton " ":guilabel:`Commandes` pour voir la liste de toutes les commandes passées au " "cours de cette session." #: ../../content/applications/sales/point_of_sale/employee_login.rst:74 msgid "" "To get an overview of all orders, regardless of the session, click the " "vertical ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Orders` from the :guilabel:`View` section." msgstr "" "Pour obtenir une vue d'ensemble de toutes les commandes, quelle que soit la " "session, cliquez sur le bouton d'ellipse vertical (:guilabel:`⋮`) de la " "carte PdV et sélectionnez :guilabel:`Commandes` dans la section " ":guilabel:`Vue`." #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:3 msgid "Online food delivery" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:5 msgid "" "**UrbanPiper** is an order management system that integrates with multiple " "food delivery platforms. It consolidates orders from all connected platforms" " into a single interface, simplifying the delivery process." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:9 msgid "Supported providers:" msgstr "Fournisseurs pris en charge :" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:11 msgid "`Careem `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:12 msgid "`Cari `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:13 msgid "`ChowNow `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:14 msgid "`Deliveroo `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:15 msgid "`DoorDash `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:16 msgid "`EatEasy `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:17 msgid "`Glovo `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:18 msgid "`Grubhub `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:19 msgid "`HungryPanda `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:20 msgid "`HungerStation `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:21 msgid "`Jahez `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:22 msgid "`Just Eat `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:23 msgid "`Mrsool `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:24 msgid "`Ninja `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:25 msgid "`NoonFood `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:26 msgid "`Postmates `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:27 msgid "`Rafeeq `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:28 msgid "`SkipTheDishes `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:29 msgid "`Swiggy `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:30 msgid "`Talabat `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:31 msgid "`UberEats `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:32 msgid "`Zomato `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:40 msgid "UrbanPiper credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:42 msgid "Get your Atlas credentials:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:44 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:58 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:120 #: ../../content/applications/sales/point_of_sale/preparation.rst:16 msgid "Go to the :ref:`POS settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:45 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:59 msgid "Scroll down to the :guilabel:`Food Delivery Connector` section." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:46 msgid "" "Click :guilabel:`Fill this form to get Username & Api key` and fill out the " "survey." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:47 msgid "" "`Go to your Atlas account `_ and retrieve your" " API key and username by navigating to :menuselection:`Settings --> API " "Access`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Atlas API access" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:56 msgid "Enable the :guilabel:`Urban Piper` setting:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:60 msgid "Check the :guilabel:`Urban Piper` setting." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:62 msgid "Set up UrbanPiper:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:64 msgid "" "Fill in the :guilabel:`Username` and :guilabel:`Api Key` fields with your " ":ref:`UrbanPiper credentials `." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:66 msgid "" "Select the desired delivery providers in the :guilabel:`Food Delivery " "Platforms` field under the :guilabel:`Urban Piper Location` section (i.e., " "Zomato, Uber Eats)." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:68 msgid "Save the settings." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:69 msgid "" "Click the :guilabel:`+ Create Store` button. Doing so creates a new location" " on the UrbanPiper Atlas platform." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:73 msgid "" "The :guilabel:`Pricelist` and :guilabel:`Fiscal Position` fields are " "automatically selected after saving." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:75 msgid "A successful store creation triggers a notification." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:76 msgid "" "The store creation process may take 2–3 minutes to reflect changes on the " "UrbanPiper Atlas platform." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:78 msgid "The store is automatically named after your point of sale name." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Food delivery connector settings" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:84 msgid "Products" msgstr "Produits" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:86 msgid "To make products available individually," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:89 msgid "Select any product to open its product form." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:90 msgid "Go to the :guilabel:`Point of Sale` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:91 msgid "Complete the :guilabel:`Urban Piper` section:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:93 msgid "" "Fill in the :guilabel:`Available on Food Delivery` with the desired POS." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:94 msgid "" "Optionally, set up the :guilabel:`Meal Type` field and enable the " ":guilabel:`Is Recommended` and :guilabel:`Is Alcoholic` buttons." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "where to make a single product available for delivery" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:100 msgid "To make multiple products available for food delivery at once," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:103 msgid "Click the list icon (:icon:`oi-view-list`) to switch to the list view." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:104 msgid "Select the products." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:105 msgid "" "Enter the desired POS in the :guilabel:`Available on Food Delivery` column." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Product list" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:111 msgid "Currently, UrbanPiper does not support combo products." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:112 msgid "" "As a workaround, create a product and define combo choices as " ":doc:`Attributes & Variants <../sales/products_prices/products/variants>`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:116 msgid "Synchronization" msgstr "Synchronisation" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:118 msgid "" "To make products available on food delivery platforms, synchronize with your" " UrbanPiper account:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:121 msgid "Scroll down the :guilabel:`Food Delivery Connector` section." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:122 msgid "Click the :guilabel:`Sync Menu` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:124 msgid "" "The :guilabel:`Last Sync on` timestamp below the :guilabel:`Create Store` " "and :guilabel:`Sync Menu` buttons updates." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:128 msgid "A successful synchronization triggers a notification." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:129 msgid "" "The synchronization process may take 2–3 minutes to reflect changes on the " "UrbanPiper Atlas platform." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:133 msgid "Go live" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:135 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:158 msgid "" "`Go to the Locations tab `_ of your " "Atlas account." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:136 msgid "" "Select the location to activate, then click :guilabel:`Request to go Live`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 msgid "Request to go live button in the locations tab of the Atlas account" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:141 msgid "In the popup window:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:143 msgid "Select the platform(s) to activate and click :guilabel:`Next`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:144 msgid "" "Enter the :guilabel:`Platform ID` and :guilabel:`Platform URL` in the " "corresponding fields to establish the connection between the platform and " "UrbanPiper." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:146 msgid "Click the :guilabel:`Request to Go Live` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 msgid "Go live parameters" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:152 msgid "" "To find the location's :guilabel:`Platform ID` and :guilabel:`Platform URL`," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:154 msgid "Click the location to open its setup form." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:155 msgid "The location's parameters are available in the :guilabel:`HUB` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:156 msgid "Verify that your location is live:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:159 msgid "" "Select any provider in the :guilabel:`Assoc. platform(s)` column to review " "the status of that platform for this location." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:163 msgid "Order flow" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:165 msgid "" "An order placed via the configured delivery platform triggers a " "notification. To manage these orders, open the orders' list view by:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:168 msgid "Clicking :guilabel:`Review Orders` on the notification popup." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:169 msgid "Clicking the bag-shaped icon for online orders and :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 msgid "Cart button" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:175 msgid "" "Clicking this icon displays the number of orders at each stage: " ":guilabel:`New`, :guilabel:`Ongoing`, and :guilabel:`Done`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:177 msgid "" "The :guilabel:`New` button indicates newly placed orders, " ":guilabel:`Ongoing` is for accepted orders, and :guilabel:`Done` is for " "orders ready to be delivered." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:180 msgid "Then," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:182 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:201 msgid "Select the desired order." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:183 msgid "Click the :guilabel:`Accept` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:184 msgid "" "When an order is accepted, its :guilabel:`Order Status` switches from " ":guilabel:`Placed` to :guilabel:`Acknowledged` and is automatically " "displayed on the preparation display." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:187 msgid "When the order is ready," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:189 msgid "Open the orders' list view." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:190 msgid "Select the order." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:191 msgid "" "Click the :guilabel:`Mark as ready` button. Its :guilabel:`Order Status` " "switches from :guilabel:`Acknowledged` to :guilabel:`Food Ready`, and its " ":guilabel:`Status` switches from :guilabel:`Ongoing` to :guilabel:`Paid`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:196 msgid "Order rejection" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:198 msgid "" "Sometimes, the shop or restaurant may want to **reject** an order. In this " "case, open the orders' list view," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:202 msgid "Click the :guilabel:`Reject` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:203 msgid "Select one of the reasons from the popup window." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Reject order pop-up" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:209 msgid "" "**Swiggy** orders cannot be directly rejected. Attempting to reject one " "prompts Swiggy customer support to contact the restaurant. Similarly, " "**Deliveroo**, **JustEat**, and **HungerStation** do not allow order " "rejection. Always follow the respective provider's guidelines for handling " "such cases." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "Modes de paiement" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:7 msgid "" "To add a payment method, you first need to create it. Go to " ":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " "New`, and set a name. Check :guilabel:`Identify Customer` to allow this " "payment method *exclusively* for registered customers." msgstr "" "Pour ajouter un mode de paiement, vous devez d'abord le créer. Allez à " ":menuselection:`Point de Vente --> Configuration --> Modes de paiement --> " "Nouveau` et choisissez un nom. Cochez la case :guilabel:`Identifier le " "client` pour autoriser ce mode de paiement *exclusivement* pour les clients " "enregistrés." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:11 msgid "" "Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " "payment method for cash payments, or :guilabel:`Bank` to use it for card " "payments." msgstr "" "Sélectionnez ensuite le :guilabel:`Journal`. Choisissez le mode de paiement " ":guilabel:`Cash` pour les paiements en espèces ou :guilabel:`Bank` pour les " "paiements par carte." #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "Créer un nouveau mode de paiement pour un PdV." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:18 msgid "" "Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" " Payment Terminal` field in which you can add your :doc:`payment terminal's " "information `." msgstr "" "La sélection d'un journal a :guilabel:`bank` ajoute automatiquement le champ" " :guilabel:`Utiliser un terminal de paiement` où vous pouvez saisir les " ":doc:`informations de votre terminal de paiement " "`." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:23 msgid ":doc:`payment_methods/terminals`." msgstr ":doc:`payment_methods/terminals`." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81 msgid "" "Once the payment method is created, you can select it in your POS settings. " "To do so, go to the :ref:`POS' settings `, click " ":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` " "section." msgstr "" "Une fois le mode de paiement créé, vous pouvez le sélectionner pour " "l'utiliser dans vos paramètres PdV. Pour ce faire, allez aux " ":ref:`paramètres PdV `, cliquez sur " ":guilabel:`Modifier` et ajoutez le mode de paiement dans la section " ":guilabel:`Paiements`." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:3 msgid "QR code payments" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:5 msgid "" "QR code payments allow users to generate a code that customers can scan with" " their mobile banking app to initiate a bank transfer or pay instantly." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:12 msgid "Activate and set up QR code payments" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:14 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, and" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:16 msgid "" "Activate or upgrade your country's fiscal localization package under the " ":guilabel:`Fiscal Localization` section to access all country-specific " "accounting features." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:18 msgid "" "Activate :guilabel:`QR codes` under the :guilabel:`Customer Payments` " "section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:20 msgid "" "Then, as the QR code type differs depending on your country, follow the " "corresponding documentation page from the following table to set them up." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:27 msgid "QR code types" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:28 msgid "Module name" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:29 msgid "Technical name" msgstr "Nom technique" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:30 msgid "Description" msgstr "Description" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:31 msgid "Pix" msgstr "Pix" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:32 msgid "" ":doc:`Brazilian - Accounting<../../../finance/fiscal_localizations/brazil>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:33 msgid "`l10n_br`" msgstr "`l10n_br`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:34 msgid "" "The base module to manage the accounting chart and localization for Brazil." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:35 msgid "FPS" msgstr "FPS" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:36 msgid "" ":doc:`Hong Kong - " "Accounting<../../../finance/fiscal_localizations/hong_kong>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:37 msgid "`l10n_hk`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:38 msgid "" "The base module to manage the accounting chart and localization for Hong " "Kong." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:39 msgid "QRIS" msgstr "QRIS" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:40 msgid "" ":doc:`Indonesian - " "Accounting<../../../finance/fiscal_localizations/indonesia>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:41 msgid "`l10n_id`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:42 msgid "" "The base module to manage the accounting chart and localization for " "Indonesia." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:43 msgid "PayNow" msgstr "PayNow" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:44 msgid "" ":doc:`Singapore - " "Accounting<../../../finance/fiscal_localizations/singapore>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:45 msgid "`l10n_sg`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:46 msgid "" "The base module to manage the accounting chart and localization for " "Singapore." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:47 msgid "QR-bill" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:48 msgid "" ":doc:`Switzerland - " "Accounting<../../../finance/fiscal_localizations/switzerland>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:49 msgid "`l10n_ch`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:50 msgid "" "The base module to manage the accounting chart and localization for " "Switzerland." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:51 msgid "PromptPay" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:52 msgid "" ":doc:`Thailand - Accounting<../../../finance/fiscal_localizations/thailand>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:53 msgid "`l10n_th`" msgstr "`l10n_th`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:54 msgid "" "The base module to manage the accounting chart and localization for " "Thailand." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:55 msgid "VietQR" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:56 msgid "" ":doc:`Vietnam - Accounting<../../../finance/fiscal_localizations/vietnam>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:57 msgid "`l10n_vn`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:58 msgid "" "The base module to manage the accounting chart and localization for Vietnam." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:59 msgid "EPC" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:60 msgid "" ":doc:`Account SEPA QR " "Code<../../../finance/accounting/customer_invoices/epc_qr_code>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:61 msgid "`account_qr_code_sepa`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:62 msgid "This module adds support for SEPA Credit Transfer QR-code generation." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:65 msgid "Create the payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:67 msgid "Open the Point of Sale application." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:68 msgid "" "Go to :menuselection:`Configuration --> Payment Methods` and create a " "payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:69 msgid "Set a bank-type journal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:70 msgid "" "Select :guilabel:`Bank App (QR Code)` under the :guilabel:`Integration` " "section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:71 msgid "Select the :guilabel:`QR Code Format` from the dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:73 msgid "" "Select :guilabel:`SEPA Credit Transfer QR` if you are part of the Single " "Euro Payments Area (SEPA)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:75 msgid "" "Select :guilabel:`EMV Merchant-Presented QR-code` for other QR code types." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1 msgid "QR code payment method configuration" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:82 msgid "" "At least one bank account must be defined in the journal to allow QR code " "payments to be registered with bank apps." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:85 msgid "" "Once the payment method is created, go to the :ref:`POS' settings " "` and add the payment method to your POS under the " ":guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1 msgid "Enable QR code payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:93 msgid "Register payments using QR codes" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:95 msgid "" "When processing a payment, select the payment method for QR code payments. A" " QR code is generated and displayed on the screen for the customer to scan " "and pay with their mobile banking app." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1 msgid "QR code payment example" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:102 msgid "Hit :guilabel:`Confirm Payment` to validate the transaction." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:105 msgid "" "Odoo does **not** check the bank payment. It is recommended that users " "verify payments for validity before confirming them on the POS register." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "Terminaux de paiement" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7 msgid "" "Connecting and integrating a payment terminal with your POS system allows " "you to accept multiple payment options, including credit and debit cards, " "making the payment process more efficient." msgstr "" "La connexion et l'intégration d'un terminal de paiement à votre système de " "point de vente vous permettent d'accepter plusieurs options de paiement, y " "compris les cartes de crédit et de débit, ce qui rend le processus de " "paiement plus efficace." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15 msgid "" "Go to the :ref:`application settings `, scroll down " "to the :guilabel:`Payment Terminals` section, and tick your terminal's " "checkbox." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "" "case à cocher dans les paramètres permettant d'activer un terminal de " "paiement" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "" "Consultez ensuite la documentation correspondante pour configurer votre " "appareil :" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`Adyen configuration `" msgstr ":doc:`configuration Adyen `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Ingenico configuration `" msgstr ":doc:`configuration Ingenico `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`Mercado Pago configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Razorpay configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27 msgid ":doc:`SIX configuration `" msgstr ":doc:`configuration SIX `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 msgid ":doc:`Stripe configuration `" msgstr ":doc:`configuration Stripe `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:29 msgid ":doc:`Viva Wallet configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30 msgid ":doc:`Worldline configuration `" msgstr ":doc:`configuration Worldline `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:32 msgid "" "Once the terminal is configured, you can :doc:`create the corresponding " "payment method and add it to the POS <../payment_methods>`." msgstr "" "Une fois que le terminal est configuré, vous pouvez :doc:`créer le mode de " "paiement correspondant et l'ajouter au point de vente <../payment_methods>`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:36 msgid "Pay with a payment terminal" msgstr "Payer avec un terminal de paiement" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:38 msgid "" "When processing a payment, select the terminal's payment method. Check the " "amount and click on :guilabel:`Send`. Once the payment is successful, the " "status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 msgid "" "In case of connection issues between Odoo and the payment terminal, force " "the payment by clicking on :guilabel:`Force Done`, which allows you to " "validate the order." msgstr "" "En cas de problèmes de connexion entre Odoo et le terminal de paiement, " "forcez le paiement en cliquant sur :guilabel:`Forcer la validation`, ce qui " "vous permet de valider la commande." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "" "Cette option ne sera disponible qu'après avoir reçu un message d'erreur vous" " informant que la connexion a échoué." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:47 msgid "To cancel the payment request, click on :guilabel:`Cancel`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3 msgid "Adyen" msgstr "Adyen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5 msgid "" "Connecting an **Adyen payment terminal** allows you to offer a fluid payment" " flow to your customers and ease the work of your cashiers." msgstr "" "La connexion d'un **terminal de paiement Adyen** vous permet d'offrir un " "flux de paiement fluide à vos clients et facilite le travail de vos " "caissiers." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9 msgid "" "Adyen payment terminals do not require an :doc:`IoT Box " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10 msgid "" "Adyen terminals can be used in many countries, but not worldwide. Check the " "`List of countries supported by Adyen `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12 msgid "" "Adyen works only with businesses processing more than **$10 million " "annually** or invoicing a minimum of **1,000 transactions per month**." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16 msgid "" "`List of payment methods supported by Adyen `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17 msgid "" "`List of Adyen terminals `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22 msgid "" "Start by creating your Adyen account on `Adyen's website " "`_. Then, board your terminal following the steps " "described on your terminal's screen." msgstr "" "Commencez par créer un compte Adyen sur `le site web d'Adyen " "`_. Ensuite, configurez votre terminal en suivant " "les étapes décrites sur l'écran de votre terminal." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26 msgid "" "`Adyen Docs - Payment terminal quickstart guides " "`_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31 msgid "Generate an Adyen API key" msgstr "Générer une clé API Adyen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33 msgid "" "The **Adyen API key** is used to authenticate requests from your Adyen " "terminal. To generate an API key, go to your :menuselection:`Adyen account " "--> Developers --> API credentials`, and **create** new credentials or " "select **existing** ones. Click :guilabel:`Generate an API key` and save the" " key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the " "payment method creation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "" "`Adyen Docs - API credentials `_." msgstr "" "`Adyen Docs - Identifiants API `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46 msgid "Locate the Adyen terminal identifier" msgstr "Localiser l'identifiant du terminal Adyen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48 msgid "" "The **Adyen Terminal Identifier** is the terminal's serial number, which is " "used to identify the hardware." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51 msgid "" "To find this number, go to your :menuselection:`Adyen account --> Point of " "Sale --> Terminals`, select the terminal to link with, and save its serial " "number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field" " at :ref:`the payment method creation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57 msgid "Set the Event URLs" msgstr "Définir les URLs d'événement" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59 msgid "" "For Odoo to know when a payment is made, you must configure the terminal " "**Event URLs**. To do so," msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61 msgid "Log in to `Adyen's website `_;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62 msgid "" "Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" " select the connected terminal;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65 msgid "" "Set the :guilabel:`Switch to decrypted mode to edit this setting` field as " ":guilabel:`Decrypted`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66 msgid "" "Click the **pencil icon** button and enter your server address, followed by " "`/pos_adyen/notification` in the :guilabel:`Event URLs` field;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68 msgid "Click :guilabel:`Save` at the bottom of the screen to save changes." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:81 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "Configuration du mode de paiement" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79 msgid "" "Finally, fill in the mandatory fields with your :ref:`Adyen API key " "`, :ref:`Adyen Terminal Identifier `, and " ":guilabel:`Adyen Merchant Account`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3 msgid "Ingenico" msgstr "Ingenico" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " "your customers and ease the work of your cashiers." msgstr "" "La connexion d'un terminal de paiement vous permet d'offrir un flux de " "paiement fluide à vos clients et facilite le travail de vos caissiers." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9 msgid "" "Ingenico payment terminals require an :doc:`IoT system " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10 msgid "" "Ingenico is currently only available in Belgium, the Netherlands and " "Luxembourg." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11 msgid "" "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as " "they support the TLV communication protocol through TCP/IP." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 msgid "Connect an IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20 msgid "" "Connecting an Ingenico payment terminal to Odoo is a feature that requires " "an IoT system. For more information on how to connect an IoT system to your " "database, please refer to the :doc:`IoT documentation " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25 msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27 msgid "" "Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on " "Desk/5000 and Move/5000)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29 msgid "" "Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings " "password." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30 msgid "" "Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next " "screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31 msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32 msgid "On the next screen, enter the IP address of your IoT system." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33 msgid "" "Enter `9000` as port number and press :guilabel:`OK` on the next screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35 msgid "" "At this point, the terminal restarts and should be displayed on the IoT " "system's form in Odoo." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field." " Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:3 msgid "Mercado Pago" msgstr "Mercado Pago" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:9 msgid "" "Only **Point Smart** payment terminals in **Argentina**, **Brazil**, and " "**Mexico** are supported. They can be purchased on `Mercado Pago's website " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:14 msgid "" "`Mercado Pago online payments `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:22 msgid "Create a `Mercado Pago account `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:23 msgid "" "Associate your Point Smart terminal with a :guilabel:`store` and a " ":guilabel:`cash drawer` by following `Mercado Pago's documentation " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:27 msgid "" "All purchased terminals are automatically displayed on your Mercado " "dashboard." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:29 msgid "" "Set your Point Smart terminal to the :guilabel:`Point of Sale` operation " "mode." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:32 msgid "Odoo does not support the :guilabel:`Standalone` operation mode." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:34 msgid "" ":ref:`Create a Point Smart application `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:35 msgid ":ref:`Generate your credentials `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:36 msgid "" ":ref:`Create and configure the related payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:41 msgid "Point Smart application" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:43 msgid "" "Create a new application from Mercado Pago's `developer panel " "`_ by following `Mercado Pago's " "applications documentation `_, " "making sure you select :guilabel:`In person Payments`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:51 msgid "Credentials" msgstr "Identifiants" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:53 msgid "" "Once the Point Smart application is created, three credentials are required:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:55 msgid "An access token that Odoo uses to call Mercado Pago." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:56 msgid "" "A webhook secret key that Odoo uses to authenticate notifications sent by " "Mercado Pago." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:57 msgid "" "The **terminal serial number** at the back of your Point Smart terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:59 msgid "" "Retrieve the access token and webhook secret key by following `Mercado " "Pago's credentials documentation " "`_. Then, copy and paste them into Odoo when " "creating the payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:64 msgid "" "For the webhooks configuration, add the URL of your Odoo database (e.g., " "`https://mycompany.odoo.com`) followed by `/pos_mercado_pago/notification` " "(e.g., `https://mycompany.odoo.com/pos_mercado_pago/notification`)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:0 msgid "Webhooks configuration on Mercado Pago." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:74 msgid "Payment method" msgstr "Mode de paiement" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:76 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable :guilabel:`Mercado Pago` under the :guilabel:`Payment Terminals` " "section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:78 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:34 msgid "" ":doc:`Create the related payment method <../../payment_methods>` by going to" " :menuselection:`Point of Sale --> Configuration --> Payment Methods`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:80 msgid "Set the journal type as :guilabel:`Bank`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:81 msgid "" "Select :guilabel:`Mercado Pago` in the :guilabel:`Use a Payment Terminal` " "field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:82 msgid "" "Fill in the mandatory fields with the :ref:`previously generated credentials" " `:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:85 msgid "" "Fill in the :guilabel:`Production user token` field using the access token." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:86 msgid "" "Fill in the :guilabel:`Production secret key` field using the webhook secret" " key." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:87 msgid "" "Fill in the :guilabel:`Terminal S/N` field using the terminal serial number." " You can find it at the back of your terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:89 msgid "" "Click the :guilabel:`Force PDV` button to activate the Point of Sale mode." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst-1 msgid "Form to create a new payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:94 msgid "" "Select the payment method by going to the :ref:`POS' settings " "` and adding it to the payment method under the " ":guilabel:`Payment Methods` field of the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:99 msgid "" "Any action made on the terminal should trigger a notification on the POS " "interface. Ensure the :ref:`webhook secret key ` is correctly configured if you are not notified." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3 msgid "Razorpay" msgstr "Razorpay" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:5 msgid "" "Connecting a Razorpay payment terminal allows you to offer a fluid payment " "flow to your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:9 msgid "" ":doc:`Use Razorpay as apayment provider. " "<../../../../finance/payment_providers/razorpay>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:17 msgid "Locate your Razorpay credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:19 msgid "" "`Create a Razorpay account `_ and set it up on their website." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:22 msgid "" "You need the following credentials to set up the payment method in Odoo:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:24 msgid "" "`API key `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:25 msgid "Razorpay username" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:26 msgid "" "Razorpay device serial number, which can be found underneath the device or " "on `Razorpay's dashboard `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:32 msgid "" ":doc:`Activate the POS Razorpay module <../../../../general/apps_modules>` " "to enable the payment terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:37 msgid "Set the :guilabel:`Journal` type as :guilabel:`Bank`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:38 msgid "" "Select :guilabel:`Razorpay` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:39 msgid "" "Enter your username in the :guilabel:`Razorpay Username` field and your " "device's serial number in the :guilabel:`Razorpay Device Serial No` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:41 msgid "" "Fill in the :guilabel:`Razorpay API Key` field with the :ref:`Razorpay API " "key `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:43 msgid "" "Set the :guilabel:`Razorpay Allowed Payment Modes` according to your needs." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0 msgid "Razorpay connection form" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:49 msgid "" "You can enable the :guilabel:`Razorpay Test Mode` field while testing or " "keep it unchecked for production." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:52 msgid "" "Once the payment method is created, you can enable it for your POS. To do " "so, go to the :ref:`POS' settings ` and add the " "payment method under the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:56 msgid "The terminal must have at least a 10% battery level to use it." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3 msgid "SIX" msgstr "SIX" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5 msgid "" "Connecting a SIX payment terminal allows you to offer a fluid payment flow " "to your customers and ease the work of your cashiers." msgstr "" "La connexion d'un terminal de paiement SIX vous permet d'offrir un flux de " "paiement fluide à vos clients et de faciliter le travail de vos caissiers." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9 msgid "" "Even though Worldline has recently acquired SIX Payment Services and both " "companies use Yomani payment terminals, the firmware they run is different. " "Terminals received from Worldline are therefore not compatible with this " "integration." msgstr "" "Même si Worldline a récemment acquis SIX Payment Services et que les deux " "sociétés utilisent des terminaux de paiement Yomani, le firmware qu'ils " "exécutent est différent. Les terminaux reçus de Worldline ne sont donc pas " "compatibles avec cette intégration." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 msgid "Install the POS IoT Six module" msgstr "Installer le module PdV IoT Six" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 msgid "" "To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the " ":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds " "the necessary driver and interface to your database to detect Six terminals." msgstr "" "Pour activer le module PdV IoT Six, allez aux :guilabel:`Apps`, supprimez le" " filtre :guilabel:`Apps` et recherchez **POS IoT Six**. Ce module ajoute le " "pilote et l'interface nécessaires à votre base de données pour détecter les " "terminaux Six." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "Ce module remplace le module **PdV Six**." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 msgid "" "Connecting a Six payment terminal to Odoo is requires :doc:`using an IoT " "system `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 msgid "Configure the terminal ID" msgstr "Configurer l'ID du terminal" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 msgid "" "Navigate to the IoT system's homepage, where you can find the " ":guilabel:`Six payment terminal` field once your database server is " "connected to the IoT system. Click :guilabel:`Configure`, fill in the " ":guilabel:`Terminal ID` field with the ID received from Six, and click " ":guilabel:`Connect`. Your Six terminal ID should appear in the " ":guilabel:`Current Terminal Id` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Setting the Six terminal ID" msgstr "Configuration de l'ID du terminal Six" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43 msgid "" "Odoo automatically restarts the IoT system when the Six terminal ID is " "configured. If your Six terminal is online, it will be automatically " "detected and connected to the database. Check the IoT system's homepage " "under the :guilabel:`Payments` section to confirm the connection." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Confirming the connection to the Six payment terminal" msgstr "Confirmer la connexion au terminal de paiement Six" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. " "Then, select your terminal device in the :guilabel:`Payment Terminal Device`" " field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "Créez un nouveau mode de paiement pour le terminal de paiement Six." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3 msgid "Stripe" msgstr "Stripe" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9 msgid "" "Stripe payment terminals do not require an :doc:`IoT Box " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10 msgid "" "Stripe terminals can be used in many countries, but not worldwide. Check the" " `global availability for Stripe Terminal " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12 msgid "" "Stripe's integration works with `Stripe Terminal smart readers " "`_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15 msgid "" ":doc:`Stripe as payment provider " "<../../../../finance/payment_providers/stripe>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16 msgid "" "`List of payment methods supported by Stripe " "`_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24 msgid "" "Activate **Stripe** in the settings by going to :menuselection:`Point of " "Sale --> Configuration --> Settings --> Payment Terminals` and enabling " ":guilabel:`Stripe`." msgstr "" "Activez **Stripe** dans les paramètres en allant à :menuselection:`Point de " "Vente --> Configuration --> Paramètres --> Terminaux de paiement` et activez" " :guilabel:`Stripe`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27 msgid "Then, create the payment method:" msgstr "Créez ensuite le mode de paiement :" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:29 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " "click :guilabel:`Create`, and complete the :guilabel:`Method` field with " "your payment method's name;" msgstr "" "Allez à :menuselection:`Point de Vente --> Configuration --> Modes de " "paiement`, cliquez sur :guilabel:`Créer` et complétez le champ " ":guilabel:`Mode` avec le nom de votre mode de paiement ;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:31 msgid "" "Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" " a Payment Terminal` field as :guilabel:`Stripe`;" msgstr "" "Définissez le champ :guilabel:`Journal` comme :guilabel:`Bank` et le champ " ":guilabel:`Utiliser un terminal de paiement` comme :guilabel:`Stripe` ;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:33 msgid "" "Enter your payment terminal serial number in the :guilabel:`Stripe Serial " "Number` field;" msgstr "" "Saisissez le numéro de série de votre terminal de paiement dans le champ " ":guilabel:`Numéro de série Stripe` ;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34 msgid "" "Click :guilabel:`Don't forget to complete Stripe connect before using this " "payment method.`" msgstr "" "Cliquez sur :guilabel:`N'oubliez pas de terminer la connexion de Stripe " "avant d'utiliser ce mode de paiement.`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "payment method creation form" msgstr "formulaire de création d'un mode de paiement" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:41 msgid "" "Click :guilabel:`Identify Customer` to allow this payment method " "**exclusively** for identified customers. For any unidentified customers to " "be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " "unchecked." msgstr "" "Cliquez sur :guilabel:`Identifier le client` pour proposer ce mode de " "paiement **uniquement** aux clients identifiés. Si vous souhaitez que les " "clients non identifiés puissent utiliser Stripe, ne cochez pas le champ " ":guilabel:`Identifier le client`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:44 msgid "" "The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" " can stay empty to use the default accounts." msgstr "" "Le :guilabel:`Compte débiteur` et le :guilabel:`Compte intermédiaire` " "peuvent rester vides pour utiliser les comptes par défaut." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:46 msgid "" "Find your payment terminal serial number under the device or on `Stripe's " "dashboard `_." msgstr "" "Vous trouverez le numéro de série de votre terminal de paiement sous " "l'appareil ou sur le `tableau de bord de Stripe " "`_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50 msgid "Connect Stripe to Odoo" msgstr "Connecter Stripe à Odoo" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:52 msgid "" "Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " "configuration page. Fill in all the information to create your Stripe " "account and link it with Odoo. Once the forms are completed, the API keys " "(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" " **Stripe's** website. To do so, click :guilabel:`Get your Secret and " "Publishable keys`, click the keys to copy them, and paste them into the " "corresponding fields in Odoo. Your terminal is ready to be configured in a " "POS." msgstr "" "Cliquez sur :guilabel:`Connecter Stripe`. Ceci vous redirige automatiquement" " vers une page de configuration. Complétez toutes les informations pour " "créer votre compte Stripe et liez-le à Odoo. Une fois les formulaires " "complétés, vous trouverez les clés API (:guilabel:`Clé Publishable` et " ":guilabel:`Clé Secrète`) sur le site web de **Stripe**. Pour ce faire, " "cliquez sur :guilabel:`Get your Secret and Publishable keys`, cliquez sur " "les clés pour les copier et collez-les dans les champs correspondants dans " "Odoo. Votre terminal est prêt à être configuré dans un PdV." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "formulaire de connexion de Stripe" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:64 msgid "" "When you use **Stripe** exclusively in Point of Sale, you only need the " "**Secret Key** to use your terminal." msgstr "" "Si vous utilisez **Stripe** exclusivement dans le Point de Vente, vous avez " "uniquement besoin de la **Clé secrète** pour utiliser votre terminal." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:66 msgid "" "When you use Stripe as **payment provider**, the :guilabel:`State` can stay " "set as :guilabel:`Disabled`." msgstr "" "Si vous utilisez Stripe comme **fournisseur de paiement**, le " ":guilabel:`Statut` peut rester défini comme :guilabel:`Désactivé`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:68 msgid "" "For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " "does not work. To retrieve the API keys manually, log in to your `Stripe " "dashboard `_, type `API` in the search bar, " "and click :guilabel:`Developers > API`." msgstr "" "Pour les bases de données hébergées **sur serveur**, le bouton " ":guilabel:`Connecter Stripe` ne fonctionne pas. Pour récupérer les clés API " "manuellement, connectez-vous à votre `tableau de bord Stripe " "`_, tapez `API` dans la barre de recherche et " "cliquez sur :guilabel:`Développeurs > API`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Configure the payment terminal" msgstr "Configurer le terminal de paiement" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:76 msgid "" "Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " "admin PIN code, validate and select your network." msgstr "" "Balayez vers la droite sur votre terminal de paiement, cliquez sur " ":guilabel:`Paramètres`, saisissez le code PIN administrateur, validez et " "sélectionnez votre réseau." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80 msgid "The user's device and the terminal must share the same network." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81 msgid "In case of a Wi-Fi connection, the network must be secured." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82 msgid "" "You must enter the admin PIN code to access your payment terminal settings. " "By default, this code is `07139`." msgstr "" "Vous devez saisir le code PIN administrateur pour accéder aux paramètres de " "votre terminal de paiement. Par défaut, ce code est `07139`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:116 msgid "Link the payment method to a POS" msgstr "Lier le mode de paiement à un PdV" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88 msgid "" "To add a **payment method** to your point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " "POS, scroll down to the :guilabel:`Payments` section, and add your payment " "method for **Stripe** in the :guilabel:`Payment Methods` field." msgstr "" "Pour appliquer un **mode de paiement** à votre point de vente, allez à " ":menuselection:`Point de Vente --> Configuration --> Paramètres`. " "Sélectionnez le PdV, faites défiler vers le bas jusqu'à la section " ":guilabel:`Paiements` et ajoutez votre mode de paiement et ajoutez votre " "mode de paiement pour **Stripe** dans le champ :guilabel:`Modes de " "paiement`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 msgid "Troubleshooting" msgstr "Aide au dépannage" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:96 msgid "Payment terminal unavailable in your Stripe account" msgstr "Terminal de paiement indisponible dans votre compte Stripe" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98 msgid "" "If the payment terminal is unavailable in your Stripe account, you must add " "it manually:" msgstr "" "Si le terminal de paiement n'est pas disponible dans votre compte Stripe, " "vous devez l'ajouter manuellement :" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:100 msgid "" "Log into your `Stripe's dashboard `_ and go to" " :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" msgstr "" "Connectez-vous à votre `tableau de bord Stripe " "`_ et allez à :menuselection:`Tableau de bord " "Stripe --> Paiements --> Lecteurs --> Emplacements` ;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:102 msgid "" "Add a location by clicking the :guilabel:`+ New` button or selecting an " "already created location;" msgstr "" "Ajoutez un emplacement en cliquant sur le bouton :guilabel:`+ Nouveau` ou en" " sélectionnant un emplacement déjà créé ;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:103 msgid "" "Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " "in the required information." msgstr "" "Cliquez sur le bouton :guilabel:`+ Nouveau` dans la case " ":guilabel:`Lecteurs` et complétez les informations requises." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:107 msgid "" "You must provide a **registration code**. To retrieve that code, swipe right" " on your device, enter the admin PIN code (by default: `07139`), validate, " "and click :guilabel:`Generate a registration code`." msgstr "" "Vous devez fournir un **code d'enregistrement**. Pour récupérer ce code, " "balayez vers la droite, saisissez le code PIN administrateur (par défaut : " "`07139`), validez et cliquez sur :guilabel:`Générer un code " "d'enregistrement`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:3 msgid "Viva Wallet" msgstr "Viva Wallet" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:5 msgid "" "Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows " "you to offer a fluid payment flow to your customers and ease the work of " "your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:9 msgid "" "Viva Wallet lets you turn your phone into a mobile card reader: `Tap On " "Phone `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:15 msgid "" "Start by creating your Viva Wallet account on `Viva Wallet's website " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:18 msgid "Locate your Viva Wallet credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:20 msgid "" "When configuring Viva Wallet in Point of Sale, you need to use specific " "credentials that are available in your Viva Wallet account. These " "credentials include your :ref:`Merchant ID `, :ref:`API " "key `, :ref:`POS API credentials `," " and :ref:`Terminal ID ` number." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:28 msgid "Merchant ID and API key" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:30 msgid "" "Locate your `Merchant ID and API key following the Viva documentation " "`_. Then, save the keys and paste them " "into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key` fields " ":ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "merchant ID and API key fields" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:39 msgid "These credentials are used for APIs that authenticate with Basic Auth." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:44 msgid "POS API credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:46 msgid "" "Locate and generate your `POS API credentials following the Viva " "documentation `_. Then, save the keys and paste " "them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID` fields " ":ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:52 msgid "" "These credentials are only displayed once. Ensure you keep a copy to secure " "them." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "Client secret and client ID fields" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:58 msgid "" "These credentials are used for Android and iOS POS Activation requests, as " "well as the Cloud Terminal API." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:64 msgid "Terminal ID" msgstr "ID terminal" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:66 msgid "Your terminal ID number is used to identify your terminal. To find it:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:68 msgid "Go to your Viva Wallet account and select the relevant account." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:69 msgid "" "Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the" " navigation menu." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:71 msgid "" "The terminal ID number is located under the :guilabel:`Terminal ID (TID)` " "column. Save it to paste it into the :guilabel:`Terminal ID` field " ":ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "Viva terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:83 msgid "" ":doc:`Activate the POS Viva Wallet module " "<../../../../general/apps_modules>` to enable the payment terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:85 msgid "" ":doc:`Create the related payment method <../../payment_methods>` by going to" " :menuselection:`Point of Sale --> Configuration --> Payment Methods` and " "clicking :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:88 msgid "Set the journal type as :guilabel:`Bank`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:89 msgid "" "Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` " "field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:90 msgid "Fill in the mandatory fields with your:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:92 msgid ":ref:`Merchant ID and API key `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:93 msgid ":ref:`Client ID and Client secret `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:94 msgid ":ref:`Terminal ID `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:96 msgid "" "Save the form and copy the generated webhook URL from the :guilabel:`Viva " "Wallet Webhook Endpoint` field. This URL is necessary :ref:`when configuring" " the webhook `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:106 msgid "Configure the webhook" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:108 msgid "" "Webhooks allow you to receive real-time notifications whenever a transaction" " occurs within your Viva Wallet account. Set them up for `payment " "transactions following the Viva documentation " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:113 msgid "" "`Setting up webhooks `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:118 msgid "" "You can select the payment method in your POS settings once the payment " "method is created. To do so, go to the :ref:`POS' settings " "` and add the payment method under the " ":guilabel:`Payment methods` field of the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" msgstr "Worldline" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 msgid "" "Worldline payment terminals require an :doc:`IoT Box " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10 msgid "" "Worldline is currently only available in Belgium, the Netherlands and " "Luxembourg." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11 msgid "" "Odoo is compatible with Worldline terminals that use the CTEP protocol " "(e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact " "your payment provider to ensure your terminal's compatibility." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21 msgid "" "Connecting a Worldline Payment Terminal to Odoo is a feature that requires " "an IoT system. For more information on how to connect one to your database, " "please refer to the :doc:`IoT documentation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 msgid "Configure the protocol" msgstr "Configurer le protocole" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> " "CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent " "screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). " "Finally, press **Stop** three times; the terminal automatically restarts." msgstr "" "Depuis votre terminal, cliquez sur :menuselection:`\".\" --> 3 --> stop --> " "3 --> 0 --> 9`. Saisissez le mot de passe technicien **\"1235789\"** et " "cliquez sur :menuselection:`OK --> 4 --> 2`. Ensuite, cliquez sur " ":menuselection:`Changer --> CTEP (comme Protocole ECR) --> OK`. Cliquez " "trois fois sur **OK** sur les écrans suivants (*CTEP ticket ECR*, *Largeur " "du ticket ECR* et *Jeu de caractères*). Finalement, appuyez trois fois sur " "**Stop** ; le terminal redémarrera automatiquement." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 msgid "Set the IP address" msgstr "Définir l'adresse IP" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> " "TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`" " (*TCP Configuration client* screen)." msgstr "" "Depuis votre terminal, cliquez sur :menuselection:`\".\" --> 3 --> stop --> " "3 --> 0 --> 9`. Saisissez le mot de passe technicien **\"1235789\"** et " "cliquez sur :menuselection:`OK --> 4 --> 9`. Ensuite, cliquez sur " ":menuselection:`Changer --> TCP/IP` (écran *Configuration physique TCP*) " ":menuselection:`--> OK --> OK` (écran *Configuration client TCP*)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42 msgid "Finally, set up the hostname and port number." msgstr "Finalement, configurez le nom d'hôte et le numéro de port." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Hostname" msgstr "Nom d'hôte" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48 msgid "" "To set up the hostname, enter your IoT system's IP address' sequence numbers" " and press **OK** at each \".\" until you reach the colon symbol." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49 msgid "Then, press **OK** twice." msgstr "Cliquez ensuite deux fois sur **OK**." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "Here's an IP address sequence: `10.30.19.4:8069`." msgstr "Voici un exemple d'une séquence d'adresse IP : `10.30.19.4:8069`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "" "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> " "19 --> OK --> 4 --> OK --> OK`." msgstr "" "Sur l'écran du *nom d'hôte*, tapez :menuselection:`10 --> OK --> 30 --> OK " "--> 19 --> OK --> 4 --> OK --> OK`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57 msgid "" "Your IoT system's IP address is available on the :ref:`IoT system's card in " "the IoT app `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:61 msgid "Port number" msgstr "Numéro de port" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63 msgid "" "On the *Port number* screen, enter **9001** (or **9050** for Windows) and " "click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> " "OK`. Click on **Stop** three times; the terminal automatically restarts." msgstr "" "Sur l'écran *Numéro de port*, saisissez **9001** (ou **9050** pour Windows) " "et cliquez sur :menuselection:`OK` (*ECR protocole SSL non*) " ":menuselection:`--> OK`. Cliquez trois fois sur **Stop** ; le terminal " "redémarre automatiquement." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:68 msgid "" "For the :doc:`Windows virtual IoT `, the `9050` " "port must be added as a :ref:`Windows Firewall exception `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` " "field. Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 msgid "Technician password: `1235789`" msgstr "Mot de passe technicien : `1235789`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89 msgid "" "To reach Wordline's technical assistance, call `02 727 61 11` and choose " "\"merchant\". Your call is automatically transferred to the desired service." msgstr "" "Pour joindre l'assistance technique de Worldline, appelez le `02 727 61 11` " "et choisissez \"marchand\". Votre appel sera automatiquement transféré vers " "le bon service." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91 msgid "" "Configure the cashier terminal if you have both a customer and a cashier " "terminal." msgstr "" "Configurez le terminal de caisse si vous avez à la fois un terminal client " "et un terminal de caisse." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" "Pour éviter de bloquer le terminal, vérifiez au préalable la configuration " "initiale." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93 msgid "" "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." msgstr "" "Définissez une adresse IP fixe au routeur de votre IoT Box pour éviter de " "perdre la connexion." #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:3 msgid "Marketing features" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:5 msgid "" "Use your POS system to engage with customers directly by sending them " "promotional offers via email or WhatsApp." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:9 msgid "Storing contact details" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:11 msgid "" "This feature requires your customer's contact details, either their email " "address or phone number." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:13 msgid "" "**Email addresses**: automatically collected and saved in POS orders when " "sending a receipt by email." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:15 msgid "" "**Phone numbers**: to store phone numbers when sending receipts on WhatsApp " "or by SMS," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:17 msgid "" "Go to :menuselection:`Configuration --> Settings` and scroll to the " ":guilabel:`Bills & Receipts` section;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:19 msgid "" "Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` " "option(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "setting to enable to store phone numbers when sending receipts" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:24 msgid "" "If a customer’s contact information is missing, it will be automatically " "saved in POS orders when the receipt is sent via email, SMS, or WhatsApp." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:28 msgid "" "From a POS order form, navigate to the :guilabel:`Contact Info` category " "under the :guilabel:`Extra Info` tab, then click the email icon or whatsapp " "icon to send standalone marketing messages." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:0 msgid "pos orders form's standalone marketing message option" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:36 msgid "Email marketing" msgstr "Email Marketing" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:38 msgid "To send marketing emails to your customers from POS orders," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:40 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:101 msgid "Go to :menuselection:`Point of Sale --> Orders --> Orders`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:41 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:102 msgid "Select the orders;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:42 msgid "" "Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown " "menu." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:44 msgid "" "Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "mail composer view" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:51 msgid "" "Save some time by saving your content as a template. Click the vertical " "ellipsis button and select your template under the :guilabel:`Insert " "Template` section." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:53 msgid "" "You can also save your content as template for later use. Click the vertical" " ellipsis button and select :guilabel:`Save as Template`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:57 msgid "" "Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and" " track its results in the :doc:`Email Marketing app " "<../../marketing/email_marketing>`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:59 msgid "" "If an email address is not related to an existing customer, a new customer " "is automatically created when sending marketing emails." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:63 msgid "" ":doc:`Use the email marketing app for more advanced marketing features " "<../../marketing/email_marketing>`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:67 msgid "Whatsapp marketing" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:74 msgid "" "You first need to enable the related server action to send WhatsApp " "marketing messages from your POS using the phone numbers collected from POS " "orders. To do so," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:77 msgid "Go to the WhatsApp application;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:78 msgid "Create a new :ref:`WhatsApp template `;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:79 msgid "Configure the fields:" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:81 msgid ":guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:82 msgid ":guilabel:`Category` field to :guilabel:`Marketing`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:83 msgid "" ":guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer " "> Phone`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:84 msgid "Click :guilabel:`Submit for Approval`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:85 msgid "" "Once approved, click the :guilabel:`Allow Multi` button to create a server " "action in the POS orders list view." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "approved and configured for marketing uses whatsapp template" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:92 msgid "" "If you modify the template's content, you must request for approval again, " "as its status returns to the :guilabel:`Draft` state." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:96 msgid ":doc:`WhatsApp configuration <../../productivity/whatsapp>`" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:99 msgid "Send WhatsApp marketing messages" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:103 msgid "" "Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the " "dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:105 msgid "" "Doing so opens a WhatsApp message composing form. Select the desired " "marketing template in the :guilabel:`Template` field and hit :guilabel:`Send" " Message`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "whatsapp composer view" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:112 msgid "" "To use WhatsApp marketing in the Point of Sale, approved marketing templates" " must have the :guilabel:`Allow Multi` option enabled and :guilabel:`Point " "of Sale Orders` selected in the :guilabel:`Applies to` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:115 msgid "" "If the server action is displayed without a properly configured template, an" " error message appears. Click :guilabel:`Configure Templates` and complete " "the :ref:`WhatsApp setup ` steps." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:120 msgid ":doc:`../../productivity/whatsapp`" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:3 msgid "Preparation display" msgstr "Écran de préparation" #: ../../content/applications/sales/point_of_sale/preparation.rst:5 msgid "" "The preparation display feature allows you to handle POS orders requiring " "preparation. Concretely," msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:7 msgid "" "**For retail**: The preparation team is notified after a payment is " "completed at the POS to gather the purchased items for customer pickup." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:9 msgid "" "**For restaurants**: POS orders inform the kitchen of the meals to be " "prepared." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:14 msgid "To enable the preparation display feature," msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:17 msgid "Scroll down to the :guilabel:`Preparation` section." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:18 msgid "Check the :guilabel:`Preparation Display` option." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "Setting to enable the preparation display feature" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:24 msgid "To create and set up a preparation display," msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:26 msgid "" "Go to :menuselection:`Point of Sale --> Orders --> Preparation Display`" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:27 msgid "Click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:28 msgid "" "Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, " "`Bar`)" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:29 msgid "Set it up:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:31 msgid "" ":guilabel:`Point of Sale`: Select the POS that sends orders to this display." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:32 msgid "" ":guilabel:`Product categories`: Specify the POS :guilabel:`Product " "categories` sent to this display." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:34 msgid "" ":guilabel:`Stages`: Define the steps required for the orders to be ready." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:36 msgid "Click :guilabel:`Add a line` to add a stage." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:37 msgid "Assign specific colors to each stage for clarity (optional)." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:38 msgid "" "Define an :guilabel:`Alert timer (min)` for each stage to indicate the " "expected processing time." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "preparation display set-up form" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:46 msgid "" "To edit a pre-existing preparation display, click the vertical ellipsis " "button (:icon:`fa-ellipsis-v`) on the display's card and select " ":guilabel:`Configure`." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:52 msgid "" "Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to " "get an overview of all your displays." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "Kanban view of the preparation display" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:59 msgid "The display card shows:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:61 msgid "The configured stages." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:62 msgid "The number of orders currently :guilabel:`In progress`." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:63 msgid "" "The :guilabel:`Average time` employees usually take to complete an order." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:66 msgid "" "Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for " "quicker access." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:69 msgid "Using the preparation display" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:71 msgid "" "To access the preparation display, click :guilabel:`Preparation Screen`. " "This interface, designed for employees, shows:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:74 msgid "" "**Stages and order count**: Displays the progress of orders across stages " "such as `To prepare`, `Ready`, and `Completed`, along with the number of " "orders in each stage." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:76 msgid "" "**Ordered products by category**: Lists all items in progress, grouped by " "POS categories (e.g., `Drinks`, `Food`)." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:78 msgid "**Order cards**: Summarizes individual orders, including:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:80 msgid "Associated tables and order numbers." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:81 msgid "Status, such as `Ready`, highlighted with the defined colors." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:82 msgid "Waiting time, with visual indicators." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:85 msgid "" "The duration indicator turns red if the elapsed time exceeds the predefined " "alert time." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "the preparation display interface with orders to process." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:91 msgid "To update order progress:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:93 msgid "Click items on the order card to cross them off individually." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:94 msgid "Click the order card itself to mark all items at once." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:95 msgid "" "The card automatically moves to the next stage once every item is crossed " "off." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:96 msgid "" "Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the " "previous stage if you mistakenly sent it to the next stage." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:102 msgid "" "In parallel, click :guilabel:`Order Status Screen` to open the customer " "interface. This interface, designed for customers, provides an overview of " "orders that are:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:105 msgid ":guilabel:`Ready` for pickup." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:106 msgid ":guilabel:`Almost there`, indicating they are taken care of." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:109 msgid "The order number can be found at the top of the customer's receipt." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "Fonctionnalités de tarification" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "Arrondi des paiements en espèces" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5 msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." msgstr "" "**L'arrondi des paiements en espèces** est requis lorsque la plus petite " "devise physique, ou la plus petite pièce de monnaie, est supérieure à la " "plus petite unité de compte." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9 msgid "" "For example, some countries require their companies to round up or down the " "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." msgstr "" "Par exemple, certains pays demandent aux entreprises d'arrondir le total de " "leurs factures de cinq cents vers le haut ou vers le bas lorsque le paiement" " se fait en espèces." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13 msgid "" "Each point of sale in Odoo can be configured to apply cash rounding to the " "totals of its bills or receipts." msgstr "" "Chaque point de vente dans Odoo peut être configuré pour appliquer l'arrondi" " des paiements en espèces aux totaux de ses factures ou de ses reçus." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable *Cash Rounding*, then click on *Save*." msgstr "" "Allez à :menuselection:`Point de vente --> Configuration --> Paramètres` et " "activez l'option *Arrondi des paiements en espèces*, puis cliquez sur " "*Enregistrer*." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "open the point of sale you want to configure, and enable the *Cash Rounding*" " option." msgstr "" "Allez à :menuselection:`Point de vente --> Configuration --> Points de " "vente`, ouvrez le point de vente à configurer et activez l'option *Arrondi " "des paiements en espèces*." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29 msgid "" "To define the **Rounding Method**, open the drop-down list and click on " "*Create and Edit...*." msgstr "" "Pour définir la **Méthode d'arrondi**, ouvrez la liste déroulante et cliquez" " sur *Créer et modifier...*." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32 msgid "" "Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*," " then save both the Rounding Method and your Point of Sale settings." msgstr "" "Définissez-y votre *Précision d'arrondi*, votre *Compte de profit* et votre " "*Compte de perte*, puis enregistrez les deux méthodes d'arrondi dans les " "paramètres de votre Point de Vente." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39 msgid "" "All total amounts of this point of sale now add a line to apply the rounding" " according to your settings." msgstr "" "Désormais, une ligne est ajoutée à tous les montants totaux de ce point de " "vente pour appliquer l'arrondi selon vos paramètres. " #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46 msgid "" "Odoo Point of Sale only supports the :guilabel:`Add a rounding line` " "rounding strategy." msgstr "" "Le Point de Vente d'Odoo ne prend en charge que la stratégie d'arrondi " ":guilabel:`Ajotuer une ligne d'arrondi`." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "Étiquettes de remise (lecteur de codes-barres)" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5 msgid "" "If you want to sell your products with a discount, for a product getting " "close to its expiration date for example, you can use discount tags. They " "allow you to scan discount barcodes." msgstr "" "Si vous souhaitez vendre vos produits avec une remise, par exemple pour un " "produit se rapprochant de sa date de péremption, vous pouvez utiliser des " "étiquettes de remise. Ils vous permettent de scanner des codes-barres de " "remise." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10 msgid "To use discount tags you will need to use a barcode scanner." msgstr "" "Pour utiliser des étiquettes de remise, vous avez besoin d'un lecteur de " "codes-barres." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "Nomenclature des codes-barres" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "" "Pour utiliser des étiquettes de remises, il faut connaître la nomenclature " "des codes-barres." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17 msgid "" "Let's say you want to have a discount for the product with the following " "barcode:" msgstr "" "Supposons que vous voulez bénéficier d'une remise sur le produit avec le " "code-barres suivant :" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23 msgid "" "You can find the *Default Nomenclature* under the settings of your PoS " "interface." msgstr "" "Vous pouvez trouver la *Nomenclature par défaut* dans les paramètres de " "votre interface PdV." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:32 msgid "" "Let's say you want 50% discount on a product you have to start your barcode " "with 22 (for the discount barcode nomenclature) and then 50 (for the %) " "before adding the product barcode. In our example, the barcode would be:" msgstr "" "Disons que vous voulez 50% de remise sur un produit, vous devez commencer " "votre code-barres par 22 (pour la nomenclature des codes-barres de remise) " "puis 50 (pour le %) avant d'ajouter le code-barres du produit. Dans notre " "exemple, le code-barres serait :" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "Scanner les produits & les étiquettes" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43 msgid "You first have to scan the desired product (in our case, a lemon)." msgstr "" "Vous devez d'abord scanner le produit souhaité (dans notre cas, un citron)." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48 msgid "" "And then scan the discount tag. The discount will be applied and you can " "finish the transaction." msgstr "" "Scannez ensuite l'étiquette de remise. La remise sera appliquée et vous " "pourrez terminer la transaction." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "Discounts" msgstr "Remises" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5 msgid "" "By offering discounts, you can entice your customers and drastically " "increase your revenue. It is vital to offer discounts, whether they are " "time-limited, seasonal or manually given." msgstr "" "En offrant des remises, vous pouvez séduire vos clients et augmenter " "considérablement vos revenus. Il est essentiel de proposer des remises, " "qu'elles soient limitées dans le temps, saisonnières ou accordées " "manuellement." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9 msgid "" "To manage discounts, Odoo has powerful features that help set up a pricing " "strategy tailored to every business." msgstr "" "Pour gérer les remises, Odoo dispose de fonctionnalités puissantes qui vous " "permettent de mettre en place une stratégie de prix adaptée à chaque " "entreprise." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "Appliquer des remises manuelles" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15 msgid "" "If you seldom use discounts, applying manual ones might be the easiest " "solution for your Point of Sale." msgstr "" "Si vous utilisez rarement des remises, les appliquer manuellement peut être " "la solution la plus simple pour votre point de vente." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18 msgid "" "You can either apply a discount on the whole order or on specific products " "inside an order." msgstr "" "Vous pouvez appliquer une remise sur l'ensemble de la commande ou sur des " "produits spécifiques d'une commande." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "Appliquer une remise sur un produit" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "Depuis l'interface de votre session PdV, utilisez le bouton *Rem.*." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "Vue du bouton de remise pour accorder une remise manuelle" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30 msgid "" "Then, you can input a discount over the product that is currently selected." msgstr "" "Ensuite, vous pouvez saisir une remise sur le produit actuellement " "sélectionné." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "Appliquer une remise globale" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36 msgid "" "To apply a discount on the whole order, go to :menuselection:`Point of Sales" " --> Configuration --> Point of Sale` and select your PoS." msgstr "" "Pour appliquer une remise sur l'ensemble de la commande, allez à " ":menuselection:`Point de Vente --> Configuration --> Point de Vente` et " "sélectionnez votre PdV." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "" "Une fois sur votre formulaire PdV, sélectionnez *Remises globales*, sous la " "catégorie *Tarif*." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "Vue de la fonctionnalité pour activer les remises globales" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "" "Maintenant, vous avez un nouveau bouton *Remise* qui apparaît sur votre " "interface PoS." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the button to use for global discount via the pos interface" msgstr "" "Vue du bouton pour appliquer une remise globale via l'interface du PdV" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "Cliquez dessus et saisissez la remise souhaitée." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "Vue de la remise offerte dans l'aperçu du paiement" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58 msgid "" "On this example, there is a global discount of 50% as well as a specific 50%" " discount on oranges." msgstr "" "Sur cet exemple, il y a une remise globale de 50%, ainsi qu'une remise " "spécifique de 50% sur les oranges." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "Appliquer des remises limitées dans le temps" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64 msgid "" "To activate time-limited discounts, you must activate the *Pricelists* " "feature. To do so, go to :menuselection:`Point of Sales --> Configuration " "--> Point of Sale` and open your PoS. Then, enable the pricelist feature." msgstr "" "Pour activer des remises limitées dans le temps, vous devez activer la " "fonctionnalité *Listes de prix*. Pour ce faire, allez à " ":menuselection:`Point de Vente --> Configuration --> Point de Vente` et " "ouvrez votre PdV. Ensuite, activez la fonctionnalité des listes de prix." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "Vue la fonctionnalité des listes de prix" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73 msgid "" "Once activated, you must choose the pricelists you want to make available in" " the PoS and define a default one." msgstr "" "Une fois la fonctionnalité activée, vous devez choisir les listes de prix " "que vous souhaitez rendre disponibles dans le point de vente et en définir " "une par défaut." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "Créer une liste de prix" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79 msgid "" "By default, Odoo has a *Public Pricelist* configured. To create more, go to " ":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on " "create." msgstr "" "Par défaut, Odoo a une *liste de prix publique* configurée. Pour en créer " "d'autres, allez à :menuselection:`Point de vente --> Produits --> Listes de " "prix`. Cliquez ensuite sur créer." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83 msgid "" "When creating a pricelist, you can set several criteria to use a specific " "price: period, min. quantity, etc. You can also decide to apply that " "pricelist on specific products or on the whole range." msgstr "" "Lors de la création d'une liste de prix, vous pouvez définir plusieurs " "critères pour utiliser un prix spécifique : période, quantité minimale, etc." " Vous pouvez également décider d'appliquer cette liste de prix sur des " "produits spécifiques ou sur toute la gamme." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "Vue d'une liste de prix limitée dans le temps pour deux produits" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "Utiliser une liste de prix avec l'interface PdV" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94 msgid "" "On the PoS interface, a new button appears. Use it to select a pricelist." msgstr "" "Un nouveau bouton apparaît sur l'interface PdV. Utilisez-le pour " "sélectionner une liste de prix." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "" "View of the button to use for time-limited discounts via the pos interface" msgstr "" "Vue du bouton pour appliquer des remises limitées dans le temps via " "l'interface PdV" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101 msgid "" "Click on it to instantly update the prices with the selected pricelist. " "Then, you can finalize the order." msgstr "" "Cliquez dessus pour mettre à jour instantanément les prix avec la liste de " "prix sélectionnée. Ensuite, vous pouvez finaliser la commande." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:3 msgid "Electronic shelf labels" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:5 msgid "" "Electronic shelf labels allow you to display product information like prices" " and barcodes on store shelves and to synchronize them remotely from the " "backend. This removes the need to print new labels when product information " "changes." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "electronic label from Pricer" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:13 msgid "Odoo uses electronic labels from `Pricer `_." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:19 msgid "Pricer setup" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:21 msgid "" "`Get in touch with Pricer `_ to create and " "configure your Pricer account." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:23 msgid "Create your stores: one pricer store equates to one physical store." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:24 msgid "Link as many transceivers as needed to the Pricer store(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:25 msgid "" "Create the following variables to share product information between your " "Odoo database system and Pricer. These variables act like placeholders on " "the label template." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:28 msgid "" "`itemId`: this holds the unique internal identifier assigned to each product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:29 msgid "`itemName`: the actual name of the product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:30 msgid "" "`price`: the selling price of the product, including any applicable taxes" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:31 msgid "" "`presentation`: the template name used in Pricer for displaying the product " "information on the label" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:33 msgid "`currency`: the currency of your company (e.g., USD, EUR)" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:34 msgid "`barcode`: the barcode number associated with each product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:37 msgid "" "The names for these variables must be **identical** in your Pricer database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:39 msgid "" "Create a template named `NORMAL`. This template is used to display " "information on your digital tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:42 msgid "" "Once your account, stores, variables, and template are configured on Pricer," " you can proceed with the setup of your Odoo database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:46 msgid "" "The account associated with your Pricer store must have access to send API " "requests to Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:49 msgid "Odoo setup" msgstr "Configuration Odoo" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:51 msgid "" "As a pre-requisite, :ref:`activate ` the :guilabel:`POS " "Pricer` module *(technical name: pos_pricer)* to have all the required " "features to use Pricer electronic tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Installing POS Pricer module from Apps" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:57 msgid "" "Once the module is activated, configure your :ref:`pricer stores " "` and associate :ref:`Pricer tags ` " "with your products." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:63 msgid "Pricer stores" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:65 msgid "" "Similarly to the configuration in Pricer, you need to create one pricer " "store per physical location. To do so, go to :menuselection:`Point of Sale " "--> Configuration --> Pricer Stores`, click :guilabel:`New`, and fill in the" " line with the required information:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:69 msgid ":guilabel:`Store Name`: you can put any name of your liking." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:70 msgid "" ":guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, " "usually followed by `-country_code`. This value is provided by Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:72 msgid ":guilabel:`Pricer Login`: the login of your Pricer account." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:73 msgid ":guilabel:`Pricer Password`: the password of your Pricer account." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:74 msgid "" ":guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined " "on your Pricer database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Configuring a Pricer Store" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:81 msgid "" "The :guilabel:`Pricer Tags` column is updated automatically when a label is " "linked to a product." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:83 msgid "" "The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are " "updated automatically when the tags are updated." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:89 msgid "Pricer tags" msgstr "Étiquettes Pricer" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:91 msgid "" "For a label to display specific product information, the label needs to be " "associated with the product. To do so:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:94 msgid "" "Open the product form by going to :menuselection:`Point of Sale --> Products" " --> Products` and clicking :guilabel:`New` or selecting an existing " "product." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:98 msgid "" "If you are creating a new product, configure and save it before associating " "any Pricer tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:100 msgid "" "Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, " "and select the corresponding :guilabel:`Pricer Store`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:0 msgid "Linking Pricer tags to products" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:107 msgid "" "Fill in the :guilabel:`Pricer tags ids` field by copying the label's ID from" " the label itself or scanning its barcode." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:111 msgid "Pricer tag IDs are composed of a letter followed by 16 digits." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:114 msgid "" "We recommended using a barcode scanner to speed up the encoding process." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:115 msgid "" "When setting up Pricer with Odoo for the first time, it is recommended that " "you configure only one product first. Before configuring more products, " "ensure you can display their information on a Pricer tag." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:119 msgid "" "Now that you have a product associated with a Pricer tag, we can send its " "information to Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:124 msgid "" "Odoo automatically sends requests to Pricer to synchronize the tags every 12" " hours if you make any modifications to:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:127 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:137 msgid "Product name, price, barcode, or customer taxes" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:128 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:138 msgid "Currency" msgstr "Devise" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:129 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:139 msgid "Associated Pricer store or Pricer tags" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:131 msgid "" "To force the update, activate the :ref:`developer mode `. " "Then:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:133 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:134 msgid "Select the desired store(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:135 msgid "" "Click :guilabel:`Update tags` to update all tags affected by changes to:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:141 msgid "" "Alternatively, click :guilabel:`Update all tags` to force the update of " "every tag, regardless of whether changes were made." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Update all Pricer tags" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:147 msgid "" "If Pricer has processed and accepted the request, the status field shows " ":guilabel:`Update successfully sent to Pricer`. If there is any issue, the " "system displays an error message." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:151 msgid "" "If a request sent to Pricer fails, Odoo still considers that the product has" " been updated. In that case, we recommend forcing the update of all tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:155 msgid "Discount labels" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:157 msgid "" "To display a discount label on a Pricer Tag, you need to link a " ":doc:`pricelist ` to the product variant associated with the " "tag." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:160 msgid "To do so, open the product variant form:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:162 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Product Variants`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:163 msgid "Select the product you want to apply a discount to." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:165 msgid "Then, set the desired pricelist:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:167 msgid "Go to the :guilabel:`General Information` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:168 msgid "Select a pricelist in the :guilabel:`Pricer Sales Pricelist` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:170 msgid "" "Once a pricelist is set, the :guilabel:`On Sale Price` field appears, " "showing the :guilabel:`Sales Price` with the discount applied." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Linking a pricelist to a product variant" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:176 msgid "" "After updating your electronic labels, a `PROMO` tag should appear on the " "electronic label, displaying both the old, crossed-out price and the " "discounted price." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:180 msgid "" "Currently, pricelists that offer discounts for purchasing multiple units or " "derive their prices from other pricelists are not supported." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:182 msgid "" "Assigning a pricelist to a product variant only affects the electronic label" " display. Scanning the product at the point of sale does not automatically " "apply the discount." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:186 msgid ":doc:`discounts`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "Taxes flexibles (positions fiscales)" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5 msgid "" "When running a business, you may need to apply different taxes and record " "transactions on various accounts based on the location and type of business " "of your customers and providers." msgstr "" "Lorsque vous gérez une entreprise, vous pouvez être amené à appliquer " "différentes taxes et à enregistrer des transactions sur différents comptes " "en fonction de la localisation et du type d'activité de vos clients et " "fournisseurs." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8 msgid "" "The **fiscal positions** feature enables you to establish rules that " "automatically select the right taxes and accounts used for each transaction." msgstr "" "La fonctionnalité **positions fiscales** vous permet d'établir des règles " "qui sélectionnent automatiquement les bonnes taxes et les bons comptes à " "utiliser pour chaque transaction." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51 msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`" msgstr ":doc:`../../../finance/accounting/taxes/fiscal_positions`" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13 msgid ":doc:`../../../finance/accounting/taxes`" msgstr ":doc:`../../../finance/accounting/taxes`" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18 msgid "" "To enable the feature, go to :menuselection:`Point of Sale --> Configuration" " --> Settings`, scroll down to the :guilabel:`Accounting` section, and " "enable :guilabel:`Flexible Taxes`." msgstr "" "Pour activer la fonctionnalité, allez à :menuselection:`Point de Vente --> " "Configuration --> Paramètres`, descendez jusqu'à la section " ":guilabel:`Comptabilité` et activez :guilabel:`Taxes flexibles`." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21 msgid "" "Then, set a default fiscal position that should be applied to all sales in " "the selected POS in the :guilabel:`Default` field. You can also add more " "fiscal positions to choose from in the :guilabel:`Allowed` field." msgstr "" "Ensuite, définissez une position fiscale qui devrait s'appliquer à toutes " "les ventes dans le PdV sélectionnez dans le champ :guilabel:`Par défaut`. " "Vous pouvez également ajouter d'autres positions fiscales dans le champ " ":guilabel:`Autorisé`." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28 msgid "" "According to the :doc:`fiscal localization package " "<../../../finance/fiscal_localizations>` activated, several fiscal positions" " are preconfigured and can be set and used in POS. However, you can also " ":ref:`create new fiscal positions `." msgstr "" "Selon le :doc:`package de localisation fiscale " "<../../../finance/fiscal_localizations>` activé, plusieurs positions " "fiscales sont préconfigurées et peuvent être définies et utilisées dans le " "PdV. Cependant, vous pouvez également :ref:`créer de nouvelles positions " "fiscales `." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33 msgid "" "If you do not set a fiscal position, the tax remains as defined in the " "**customer taxes** field on the product form." msgstr "" "Si vous ne définissez pas de position fiscale, la taxe reste telle qu'elle " "est définie dans le champ **taxes client** de la fiche produit." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "Utiliser des positions fiscales" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39 msgid "" "Open a :ref:`POS session ` to use one of the allowed " "fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-" "shaped** icon and select a fiscal position from the list. Doing so applies " "the defined rules automatically to all the products subject to the chosen " "fiscal position's regulations." msgstr "" "Ouvrez une :ref:`session PdV ` pour utiliser l'une des " "positions fiscales autorisées. Ensuite, cliquez sur le bouton " ":guilabel:`Taxe` à côté de l'icône en forme de **livre** et sélectionnez une" " position fiscale dans la liste. Les règles définies s'appliquent alors " "automatiquement à tous les produits soumis aux réglementations de la " "position fiscale choisie." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48 msgid "" "If a default fiscal position is set, the tax button displays the name of the" " fiscal position." msgstr "" "Si une position fiscale par défaut est définie, le bouton de taxe affiche le" " nom de la position fiscale." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "Programmes de fidélité" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5 msgid "" "Encourage your customers to continue to shop at your point of sale with a " "*Loyalty Program*." msgstr "" "Encouragez vos clients à continuer à faire leurs achats dans votre Point de " "Vente avec un *programme de fidélité*." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:11 msgid "" "To activate the *Loyalty Program* feature, go to :menuselection:`Point of " "Sale --> Configuration --> Point of sale` and select your PoS interface. " "Under the Pricing features, select *Loyalty Program*" msgstr "" "Pour activer la fonctionnalité *Programme de fidélité*, allez à " ":menuselection:`Point de Vente --> Configuration --> Point de Vente` et " "sélectionnez votre interface PdV. Sous les fonctionnalités de tarif, " "sélectionnez *Programme de fidélité*." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "De là, vous pouvez créer et modifier vos programmes de fidélité." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:24 msgid "" "You can decide what type of program you wish to use, if the reward is a " "discount or a gift, make it specific to some products or cover your whole " "range. Apply rules so that it is only valid in specific situation and " "everything in between." msgstr "" "Vous pouvez décider du type de programme que vous voulez utiliser, si la " "récompense est une remise ou un cadeau, le rendre spécifique à certains " "produits ou l'appliquer à toute votre gamme. Appliquez des règles pour " "qu'elles ne soient valides que dans une situation spécifique et tout ce qui " "se trouve entre les deux." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "Utiliser le programme de fidélité dans votre interface PdV" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:32 msgid "" "When a customer is set, you will now see the points they will get for the " "transaction and they will accumulate until they are spent. They are spent " "using the button *Rewards* when they have enough points according to the " "rules defined in the loyalty program." msgstr "" "Lorsqu'un client est défini, vous verrez désormais les points qu'il " "obtiendra pour la transaction et qui seront accumulés jusqu'à ce qu'ils " "soient dépensés. Ils sont dépensés en utilisant le bouton *Récompenses* " "quand le client a assez de points selon les règles définies dans le " "programme de fidélité." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40 msgid "" "You can see the price is instantly updated to reflect the pricelist. You can" " finalize the order in your usual way." msgstr "" "Vous pouvez voir que le prix est instantanément mis à jour pour refléter la " "liste de prix. Vous pouvez finaliser la commande de votre manière " "habituelle." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44 msgid "" "If you select a customer with a default pricelist, it will be applied. You " "can of course change it." msgstr "" "Si vous sélectionnez un client avec une liste de prix par défaut, celle-ci " "sera appliquée. Vous pouvez bien sûr la changer." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3 #: ../../content/applications/sales/subscriptions/products.rst:116 msgid "Pricelists" msgstr "Listes de prix" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5 msgid "" "Pricelists allow you to adjust product prices depending on various criteria " "automatically. For example, you can set POS-specific prices, create " "temporary discount periods, reward specific customers, or offer discounts " "when set quantities are ordered." msgstr "" "Les listes de prix vous permettent d'ajuster automatiquement les prix des " "produits en fonction de divers critères. Par exemple, vous pouvez fixer des " "prix spécifiques aux points de vente, créer des périodes de remise " "temporaires, récompenser des clients spécifiques ou offrir des remises " "lorsque des quantités déterminées sont commandées." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14 msgid "" "Navigate to the :ref:`general POS app settings ` and" " ensure :guilabel:`Flexible Pricelists` are enabled under the " ":guilabel:`Pricing` section." msgstr "" "Allez aux :ref:`paramètres généraux de l'application PdV " "` et activez l'option :guilabel:`Listes de prix " "flexibles` dans la section :guilabel:`Tarif`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17 msgid "" ":ref:`Multiple prices per product ` is the default " "pricelist option for setting simple fixed price rules per product. Select " ":ref:`Advanced price rules (discounts, formulas) ` to " "apply price rules to multiple products at once and to compute prices " "dynamically using percentage discounts or more complex formulas in addition " "to setting fixed prices." msgstr "" ":ref:`Plusieurs prix par produit ` est l'option de liste " "de prix par défaut pour définir des règles de prix fixes simples par " "produit. Sélectionnez :ref:`Règles de prix avancées (remises, formules) " "` pour appliquer des règles de prix à plusieurs " "produits à la fois et pour calculer les prix de manière dynamique en " "utilisant des remises en pourcentage ou des formules plus complexes, en plus" " de fixer des prix fixes." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Enabling pricelists in the general P0S settings" msgstr "" "Activez les listes de prix dans les paramètres généraux du point de vente" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26 msgid "" "The selected pricelist type applies to the entire database, including the " ":doc:`Sales <../../sales/products_prices/prices/pricing>` and " ":ref:`eCommerce ` apps." msgstr "" "Le type de liste de prix sélectionné s'applique à toute la base de données, " "y compris aux applications :doc:`Ventes " "<../../sales/products_prices/prices/pricing>` et :ref:`eCommerce " "`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 msgid "Create pricelists" msgstr "Créer des listes de prix" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click " ":guilabel:`New` or select an existing pricelist. The pricelist setup differs" " depending on the :ref:`selected pricelist option " "`." msgstr "" "Allez au :menuselection:`Point de Vente --> Produits --> Listes de prix` et " "cliquez sur :guilabel:`Nouveau` ou sélectionnez une liste de prix existante." " La configuration de la liste de prix dépend de l':ref:`option de liste de " "prix sélectionnée `." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42 msgid "Multiple prices per product" msgstr "Plusieurs prix par produit" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44 msgid "" "When pricelists are configured to use the :guilabel:`Multiple prices per " "product` option, it is possible to use multiple fixed prices for different " "products or their variants depending, if necessary, on one or several " "conditions. To add a new price rule to a pricelist:" msgstr "" "Lorsque les listes de prix sont configurées pour utiliser l'option " ":guilabel:`Plusieurs prix par produit`, il est possible d'utiliser plusieurs" " prix fixes pour différents produits ou leurs variantes en fonction, si " "nécessaire, d'une ou plusieurs conditions. Pour ajouter une nouvelle règle " "de prix à une liste de prix :" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48 msgid "" "Click :guilabel:`Add a line`, and select a **product** and its **variant** " "if needed." msgstr "" "Cliquez sur :guilabel:`Ajouter une ligne`, et sélectionnez un **produit** et" " sa **variante** si nécessaire." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "Ajoutez la (les) condition(s) :" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51 msgid "" "a product quantity to be reached by using the :guilabel:`Min. Quantity` " "column;" msgstr "" "une quantité de produit à atteindre en utilisant la colonne " ":guilabel:`Quantité min` ; " #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52 msgid "" "a determined period during which the pricelist is applied by using the " ":guilabel:`Start Date` and :guilabel:`End Date` columns." msgstr "" "une période déterminée pendant laquelle la liste de prix est appliquée en " "utilisant les colonnes :guilabel:`Date de début` et :guilabel:`Date de fin`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55 msgid "" "Add the :guilabel:`Price` to be applied when the conditions are met (if " "any)." msgstr "" "Ajoutez le :guilabel:`Prix` à appliquer lorsque les conditions sont remplies" " (le cas échéant)." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form of a multiple prices pricelist" msgstr "Formulaire de configuration d'une liste de prix à prix multiples" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 msgid "Advanced price rules" msgstr "Règles de prix avancées" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65 msgid "" "When pricelists are configured to use the :guilabel:`Advanced price rules " "(discounts, formulas)` option, it is possible to use percentage " "discounts/mark-ups and formulas in addition to using fixed prices. To add a " "new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up " "windows:" msgstr "" "Lorsque les listes de prix sont configurées pour utiliser l'option " ":guilabel:`Règles de prix avancées (remises, formules)`, il est possible " "d'utiliser des remises/majorations en pourcentage et des formules en plus " "des prix fixes. Pour ajouter une nouvelle règle de prix à une liste de prix," " cliquez sur :guilabel:`Ajouter une ligne`. Dans la fenêtre contextuelle :" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69 msgid "Select a :guilabel:`Computation` method:" msgstr "Sélectionnez un mode de :guilabel:`calcul` :" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71 msgid "" ":guilabel:`Fixed Price` to set a new fixed price (similarly to the " ":guilabel:`Multiple prices per product` option)." msgstr "" ":guilabel:`Prix fixe` pour définir un nouveau prix fixe (similaire à " "l'option :guilabel:`Plusieurs prix par produit`)." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73 msgid "" ":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or " "mark-up (e.g., `-10.00` %)." msgstr "" ":guilabel:`Remise` pour calculer un pourcentage de remise (par ex. `10,00` " "%) ou majoration (par ex. `-10,00` %)." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75 msgid "" ":guilabel:`Formula` to compute the price according to a formula. It is " "required to define what the calculation is **based on** (:guilabel:`Sales " "Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:" msgstr "" ":guilabel:`Formule` pour calculer le prix en fonction d'une formule. Il est " "nécessaire de définir sur quoi le calcul est **basé** (:guilabel:`Prix de " "vente`, :guilabel:`Coût`, ou :guilabel:`Autre liste de prix`). Vous pouvez " "ensuite :" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79 msgid "Apply a percentage :guilabel:`Discount` or mark-up." msgstr "Appliquer un pourcentage de :guilabel:`Remise` ou de majoration. " #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80 msgid "" "Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount " "(e.g., $ `-5.00`)." msgstr "" "Ajouter des :guilabel:`Frais supplémentaires` (par ex. $ `5.00`) ou " "soustraire un montant fixe (par ex. $ `-5.00`)." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81 msgid "" "Define a :doc:`Rounding Method ` by forcing the price after " ":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra" " Fee` is applied afterward." msgstr "" "Définir une :doc:`Méthode d'arrondi ` en forçant le prix " "après la :guilabel:`Remise` à être un multiple de la valeur définie. Les " ":guilabel:`Frais supplémentaires` sont ajoutés par la suite." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86 msgid "" "To have the final price end with `.99`, set the :guilabel:`Rounding Method` " "to `1.00` and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" "Pour que le prix final se termine par `,99`, définissez la " ":guilabel:`Méthode d'arrondi` à `1,00` et les :guilabel:`Frais " "supplémentaires` à `-0,01`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89 msgid "" "Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit" " :guilabel:`Margins` for computations based on :guilabel:`Cost`." msgstr "" "Précisez les :guilabel:`Marges` bénéficiaires minimale (par ex. $ `20,00` ) " "et maximale (par ex. $ `50,00` ) pour les calculs basés sur le " ":guilabel:`Coût`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92 msgid "Select on which product(s) the price rule should be **applied**:" msgstr "" "Sélectionnez sur quel(s) produit(s) la règle de prix doit **s'appliquer** :" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94 msgid ":guilabel:`All Products`" msgstr ":guilabel:`Tous les produits`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr "une :guilabel:`Catégorie de produits`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96 msgid "a :guilabel:`Product`" msgstr "un :guilabel:`Produit`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97 msgid "a :guilabel:`Product Variant`" msgstr "une :guilabel:`Variante de produit`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99 msgid "" "Add conditions, such as a specific quantity to reach for the price to change" " by using the :guilabel:`Min. Quantity` field or a specific period during " "which the pricelist should be applied by using the :guilabel:`Validity` " "fields." msgstr "" "Ajoutez des conditions, telles qu'une quantité spécifique à atteindre pour " "que le prix change en utilisant le champ :guilabel:`Quantité min.` ou une " "période spécifique pendant laquelle la liste de prix doit être appliquée en " "utilisant les champs :guilabel:`Validité`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form to configure an advanced pricelist" msgstr "Formulaire de configuration d'une liste de prix avancée" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107 msgid "Select pricelists" msgstr "Sélectionner des listes de prix" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109 msgid "" "Go to the :ref:`specific POS settings ` and add all " "the available pricelists in the :guilabel:`Available` field. Then, set its " "**default pricelist** in the :guilabel:`Default` field." msgstr "" "Allez aux :ref:`paramètres spécifiques du PdV ` et " "ajoutez toutes les listes de prix valables dans le champ " ":guilabel:`Disponible`. Ensuite, définissez sa **liste de prix par défaut** " "dans le champ :guilabel:`Par défaut`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113 msgid "" "When you :ref:`open a POS session `, click the " "**pricelists** button, and select the desired pricelist from the list." msgstr "" "Lorsque vous :ref:`ouvrez une session PdV `, cliquez sur " "le bouton **listes de prix** et sélectionnez la liste de prix souhaitée dans" " la liste." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Button to select a pricelist on the POS frontend" msgstr "" "Bouton pour sélectionner une liste de prix dans le frontend du point de " "vente." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120 msgid "" "Multiple pricelists must be selected for the **pricelist button** to be " "displayed." msgstr "" "Plusieurs listes de prix doivent être sélectionnées pour que le **bouton de " "liste de prix** s'affiche." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121 msgid "" "If a pricelist is selected on a POS order while its conditions are **not** " "met, the price will **not** be adjusted." msgstr "" "Si une liste de prix est sélectionnée sur une commande du point de vente, " "alors que ses conditions ne sont **pas** réunies, le prix ne sera **pas** " "ajusté." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125 msgid "" "You can also set a pricelist to be selected automatically once a specific " ":ref:`customer is set `. To do so, go to the customer form " "and switch to the preferred pricelist in the :guilabel:`Pricelist` field of " "the :guilabel:`Sales & Purchase` tab." msgstr "" "Vous pouvez également définir une liste de prix à sélectionner " "automatiquement dès qu'un :ref:`client spécifique est défini " "`. Pour ce faire, allez à la fiche client et passez à la " "liste de prix préférée dans le champ :guilabel:`Liste de prix` de l'onglet " ":guilabel:`Ventes & Achats`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130 msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr ":doc:`../../sales/products_prices/prices/pricing`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 msgid "" ":ref:`How to use pricelists in an ecommerce environment " "`" msgstr "" ":ref:`Comment utiliser des listes de prix dans un environnement d'e-commerce" " `" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "Reçus et factures" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "Réceptions" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8 msgid "" "Set up receipts by going to :menuselection:`Point of Sale --> Configuration " "--> Point of Sale`, selecting a POS, and scrolling down to the " ":guilabel:`Bills & Receipts` section." msgstr "" "Configurez les reçus en allant à :menuselection:`Point de Vente --> " "Configuration --> Point de Vente`, en sélectionnant un Point de vente et en " "allant à la section :guilabel:`Factures & Reçus`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11 msgid "" "To **customize** the **header** and **footer**, activate :guilabel:`Header &" " Footer` and fill in both fields with the information to be printed on the " "receipts." msgstr "" "Pour **personnaliser** l'**en-tête** et le **pied de page**, activez " ":guilabel:`En-tête & Pied de page` et complétez les informations à imprimer " "sur les reçus dans les deux champs." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14 msgid "" "To **print receipts** automatically once the payment is registered, enable " "the :guilabel:`Automatic Receipt Printing` setting." msgstr "" "Pour **imprimer les reçus** automatiquement après l'enregistrement du " "paiement, activez le paramètre :guilabel:`Impression automatique du reçu`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "Reçu du Point de Vente" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "Réimprimer un reçu" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" " active orders` filter to :guilabel:`Paid`. Then, select the corresponding " "order and click :guilabel:`Print Receipt`." msgstr "" "Depuis l'interface du point de vente, cliquez sur :guilabel:`Commandes`, " "ouvrez le menu déroulant à côté de la barre de recherche et changez le " "filtre :guilabel:`Toutes les commandes actives` par défaut en " ":guilabel:`Payé`. Sélectionnez ensuite la commande correspondante et cliquez" " sur :guilabel:`Imprimer le ticket`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "Bouton d'impression du reçu depuis le backend" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" "Vous pouvez filtrer la liste des commandes en utilisant la barre de " "recherche. Tapez votre référence et cliquez sur :guilabel:`Numéro de reçu`, " ":guilabel:`Date`, ou :guilabel:`Client`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Factures clients" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" "Point de Vente vous permet d'émettre et d'imprimer des factures pour les " ":ref:`clients enregistrés ` lors du paiement et de récupérer " "toutes les commandes facturées antérieurement." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" "Toute facture créée dans un PdV crée une écriture dans le :ref:`journal " "comptable ` correspondant, précédemment " ":ref:`configuré `." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " "accounting section. Then, you can determine the accounting journals used by " "default for orders and invoices in the :guilabel:`Default Journals` section." msgstr "" "Pour définir les journaux que vous utiliserez pour un PdV spécifique, allez " "aux paramètres du :ref:`PdV' ` et faites défiler " "jusqu'à la section de la comptabilité. Ensuite, vous pouvez déterminer les " "journaux comptables utilisés par défaut pour les commandes et les factures " "dans la section :guilabel:`Journaux par défaut`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "accounting section in the POS settings" msgstr "section comptabilité dans les paramètres du point de vente" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "Facturer un client" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" "Lors du traitement d'un paiement, cliquez sur :guilabel:`Facture` en dessous" " du nom du client afin d'émettre une facture pour cette commande." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" "Sélectionnez le mode de paiement et cliquez sur :guilabel:`Valider`. La " "**facture** est automatiquement émise et prête à être téléchargée et/ou " "imprimée." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" "Pour pouvoir émettre une facture, vous devez sélectionner un :ref:`client " "`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "Récupérer des factures" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "Pour récupérer des factures à partir du **tableau de bord du PdV**," #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" "accédez à toutes les commandes passées par votre Point de vente en allant au" " :menuselection:`Point de vente --> Commandes --> Commandes`;" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." msgstr "" "pour accéder à la facture d'une commande, ouvrez le **formulaire de " "commande** en sélectionnant la commande, puis cliquez sur " ":guilabel:`Facture`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "bouton intelligent de facture sur un formulaire de commande" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" "Les **Commandes facturées** peuvent être identifiées par le statut " ":guilabel:`Facturé` dans la colonne :guilabel:`Statut`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" "Vous pouvez filtrer la liste des commandes sur les commandes facturées en " "cliquant sur :guilabel:`Filtres` et :guilabel:`Facturé`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "Codes QR pour générer des factures" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " "information and click :guilabel:`Get my invoice`. On the one hand, doing so " "generates an invoice available for download. On the other hand, the order " "status goes from :guilabel:`Paid` or :guilabel:`Posted` to " ":guilabel:`Invoiced` in the Odoo backend." msgstr "" "Les clients peuvent également demander une facture en scannant le **Code " "QR** imprimé sur leur reçu. Après avoir scanné leur code, ils doivent " "remplir un formulaire avec leurs informations de facturation et cliquer sur " ":guilabel:`Obtenir ma facture`. D'une part, cette opération génère une " "facture téléchargeable. D'autre part, le statut de la commande passe de " ":guilabel:`Payé` ou :guilabel:`Comptabilisé` à :guilabel:`Facturé` dans le " "backend d'Odoo." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "Changement du statut de la commande" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " "the POS in the :guilabel:`Point of Sale` field, scroll down to the " ":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on " "ticket`." msgstr "" "Pour utiliser cette fonctionnalité, vous devez activer les codes QR sur les " "reçus en allant à :menuselection:`Point de Vente --> Configuration --> " "Paramètres`. Sélectionnez ensuite le point de vente dans le champ " ":guilabel:`Point de vente`, allez jusqu'à la section the :guilabel:`Factures" " & Reçus` et activez la fonctionnalité :guilabel:`Utiliser un code QR sur le" " ticket`." #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "Analyse" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "Visualiser les statistiques" #: ../../content/applications/sales/point_of_sale/reporting.rst:8 msgid "" "To access your statistics, go to :menuselection:`Point of Sale --> Reporting" " --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " "(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." msgstr "" "Pour accéder à vos statistiques, allez à :menuselection:`Point de vente --> " "Analyse --> Commandes`. Ou, à partir du **tableau de bord PdV**, cliquez sur" " les points de suspension (:guilabel:`⋮`), :guilabel:`Analyse` et " ":guilabel:`Commandes`." #: ../../content/applications/sales/point_of_sale/reporting.rst:12 msgid "" "These statistics are available in a graph or pivot view that you can filter " "or group depending on your needs." msgstr "" "Ces statistiques sont disponibles dans un graphique ou un tableau croisé " "dynamique que vous pouvez filtrer ou regrouper selon vos besoins." #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "Fonctionnalités de restaurant" #: ../../content/applications/sales/point_of_sale/restaurant.rst:7 msgid "" "Managing a restaurant or a bar comes with specific needs. The Point of Sale " "application provides various features that allow performing all the required" " tasks in such businesses." msgstr "" "La gestion d'un restaurant ou d'un bar s'accompagne de besoins spécifiques. " "L'application Point de Vente propose diverses fonctionnalités qui permettent" " d'exécuter toutes les tâches requises dans ce type d'entreprise." #: ../../content/applications/sales/point_of_sale/restaurant.rst:10 msgid "Once the POS is set to be used in a restaurant or a bar, you can:" msgstr "" "Une fois que le point de vente est configuré pour être utilisé dans un " "restaurant ou un bar, vous pouvez :" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid "" ":doc:`organize your floors and tables to reflect your interior " "`;" msgstr "" ":doc:`organiser vos salles et tables en fonction de votre intérieur " "` ;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:13 msgid ":ref:`take orders `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 msgid "" ":doc:`communicate with the kitchen or the bar through the POS " "`;" msgstr "" ":doc:`communiquer avec la cuisine ou le bar par l'intermédiaire du point de " "vente ` ;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid "" ":doc:`print bills in advance and split them `;" msgstr "" ":doc:`imprimer l'addition à l'avance et la partager " "` ;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr ":doc:`percevoir des pourboires ` ; et" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid "" ":doc:`set different taxes for takeaway food `." msgstr "" ":doc:`définir des taxes différentes pour les plats à emporter " "`." #: ../../content/applications/sales/point_of_sale/restaurant.rst:24 msgid "" "To enable the restaurant and bar-specific features, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, select the " "POS, and activate :guilabel:`Is a Bar/Restaurant`." msgstr "" "Pour activer les fonctionnalités de bar/restaurant, allez à " ":menuselection:`Point de Vente --> Configuration --> Paramètres`, " "sélectionnez le PdV et activez :guilabel:`Est un Bar/Restaurant`." #: ../../content/applications/sales/point_of_sale/restaurant.rst:27 msgid "" "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "" "Ces fonctionnalités s'affichent dans la section :guilabel:`Restaurant & " "Bar`." #: ../../content/applications/sales/point_of_sale/restaurant.rst-1 msgid "restaurant and bar-specific features" msgstr "Les fonctionnalités spécifiques au restaurant et au bar." #: ../../content/applications/sales/point_of_sale/restaurant.rst:36 msgid "Take orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:38 msgid "" "Click a table to access the POS interface and start taking your customer's " "order. The system automatically associates the orders and the table, " "allowing you to add more items later and generate a bill specifically for " "that table's orders." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:42 msgid "" "Once you have taken an order, click :guilabel:`Change table` to return to " "the floor plan view." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:45 msgid "" "As soon as you click a table, the number of guests is automatically set to " "one. If you mistakenly select a table, click :guilabel:`Release table` to " "free it or :ref:`transfer the customer ` to another " "table." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "Factures fournisseurs" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5 msgid "" "Typical practices in restaurants or bars are to request the bill before " "proceeding to payment or splitting it based on the items ordered. Odoo POS " "provides two features to perform these tasks seamlessly: **Bill Printing** " "and **Bill Splitting**." msgstr "" "Les pratiques habituelles dans les restaurants et les bars consistent à " "demander l'addition avant de la régler ou de partager l'addition en fonction" " des articles commandés. Odoo Point de Vente propose deux fonctionnalités " "pour effectuer ces tâches de manière transparente : **Impression de " "l'addition** et **Partage de l'addition**." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12 msgid "" "To activate the features, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`, select the POS, and activate :guilabel:`Early " "Receipt Printing` and :guilabel:`Allow Bill Splitting` in the " ":guilabel:`Restaurant & Bar` section." msgstr "" "Pour activer ces fonctionnalités, allez à :menuselection:`Point de Vente -->" " Configuration --> Paramètres`, sélectionnez le PdV et activez " ":guilabel:`Impression du reçu avant le paiement` et :guilabel:`Autoriser le " "partage d'addition` dans la section :guilabel:`Restaurant & Bar`." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1 msgid "" "activate the bill printing and bill splitting features in the POS settings" msgstr "" "Acctivez les fonctionnalités d'impression et de partage de l'addition dans " "les paramètres du Point de Vente." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "Impression de l'addition" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23 msgid "" "From an open session, click :menuselection:`Bill --> Print` at any moment to" " generate and print a bill." msgstr "" "Depuis une session ouverte, cliquez sur :menuselection:`Addition --> " "Imprimer` à tout moment pour générer et imprimer une addition." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27 msgid "" "The printed bill is **not** final and will be updated to reflect any changes" " to the order." msgstr "" "L'addition imprimée n'est **pas** définitive et sera mise à jour pour " "refléter tout changement de la commande." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "Partage de l'addition" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32 msgid "" "From an open session, click :guilabel:`Split` to select the items to " "regroup. Once everything is selected, click :guilabel:`Payment` and proceed " "to checkout for these items. Repeat for each guest." msgstr "" "Depuis une session ouverte, cliquez sur :guilabel:`Partager` pour " "sélectionner les articles à regrouper. Une fois que tous les articles sont " "sélectionnés, cliquez sur :guilabel:`Paiement` et procéder au paiement pour " "ces articles. Répétez pour chaque convive." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36 msgid "" "Once you return to the table, the selected items are no longer on order, as " "they have been paid for." msgstr "" "Lorsque vous revenez à la table, les articles sélectionnés ne figurent plus " "sur la commande, puisqu'ils ont été réglés." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38 msgid "The feature is available as soon as at least two items are ordered." msgstr "" "La fonctionnalité est disponible dès qu'au moins deux articles sont " "commandés." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41 msgid ":doc:`floors_tables`" msgstr ":doc:`floors_tables`" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3 msgid "Floors and tables" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:5 msgid "" "The **Floor plan view** enables you to manage restaurant floors and table " "arrangements and monitor table status in real time, including occupancy, " "reservations, and kitchen orders." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "example of a floor plan view with visual keys to understand it." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:13 msgid "Table 1: An order has been placed and sent to the kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:14 msgid "" "Table 3: An order of four items has been placed and needs to be sent to the " "kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15 msgid "Tables 2, 4, and 5: These tables are available." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:16 msgid "" "Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and" " 8 people." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:17 msgid "Table 1: The table of two is full." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:18 msgid "Table 3: The table of four is taken by one person." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:19 msgid "Table 5: \"Famous Joe\" has a reservation for 8 people at 12:00." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:25 msgid "From the POS backend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:27 msgid "" "To create floors and tables from the backend, go to :menuselection:`Point of" " Sale --> Configuration --> Floor Plans`, and click :guilabel:`New` to " "create a floor. Name it, select the related point(s) of sales, and click " ":guilabel:`Add a line` to create a table. Name the table and assign a number" " of seats. You can also link it to an appointment resource to make the table" " bookable. Once done, click :guilabel:`Save & Close` or :guilabel:`Save & " "New` to confirm." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "window to create a table in the POS backend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:38 msgid "" "The POS must be opened and :ref:`edited from the frontend " "` to create a map of your restaurant or bar " "reflecting your actual floor plan." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:42 msgid "" "Create floors on the spot: :ref:`access your POS settings " "`, type your floor name in the :guilabel:`Floor` " "field of the :guilabel:`Floors & Tables Map` category, and press *enter*." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "setting to create floors from the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:53 msgid "From the POS frontend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:55 msgid "" "To create floors and tables from the frontend, :ref:`open a POS session " "`, click the hamburger menu icon :guilabel:`≡` in the " "upper right corner, then :guilabel:`Edit Plan` to enter the **edit mode**." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:59 msgid "" "Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-" "up window." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:61 msgid "" "Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To " "move it, select it and drag and drop it as desired. You can also modify the " "attributes of the selected table, such as the number of seats by clicking " ":guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color " "using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To" " duplicate an existing table, select it and click :guilabel:`COPY`. You can " "also remove the table by clicking :guilabel:`DELETE`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:68 msgid "" "After making all the necessary modifications, click :guilabel:`CLOSE` to " "save." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "the floor plan view in edit mode." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:74 msgid "If no table is selected, the modifications are applied to the floor." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:77 msgid "Removing a table or a floor cannot be undone." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82 msgid "Table transfer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84 msgid "" "To move customers from one table to another, select a table and click " ":guilabel:`→ Transfer` on the POS interface. This redirects you to the floor" " plan view, where you can choose the new table to which you want to transfer" " the customers." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88 msgid "" "When you transfer customers, all of the orders they have placed and that are" " linked to the original table are also transferred." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "Imprimer des commandes" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5 msgid "" "Integrating printers in a restaurant or bar's workflow can enhance " "communication and collaboration between the front-of-house and back-of-house" " teams, leading to a more streamlined and efficient service." msgstr "" "L'intégration des imprimantes dans les flux de travail d'un restaurant ou " "d'un bar peut améliorer la communication et la collaboration entre les " "équipes en salle et en cuisine, rendant le service plus structuré et " "efficace." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "Activer et créer des imprimantes" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17 msgid "" "To enable sending orders to a kitchen or bar printer, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down " "to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen " "Printers`. Type in a name for the printer in the :guilabel:`Printers` field " "and click :guilabel:`Create and edit...` to open a setup form." msgstr "" "Pour activer l'envoi de commandes à l'imprimante de la cuisine ou du bar, " "allez à :menuselection:`Point de Vente --> Configuration --> Paramètres`, " "descendez jusqu'à la section :guilabel:`Restaurant & Bar` et activez les " ":guilabel:`Imprimantes de cuisine`. Donnez un nom à l'imprimante dans le " "champ :guilabel:`Imprimantes` et cliquez sur :guilabel:`Créer et " "modifier...` pour ouvrir un formulaire de configuration." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22 msgid "" "To get a list of all the printers already created or to modify an already " "created printer, click :guilabel:`--> Printers` and select the desired " "printer to open the setup form." msgstr "" "Pour obtenir une liste de toutes les imprimantes déjà créées ou pour " "modifier une imprimante déjà créée, cliquez sur :guilabel:`--> Imprimantes` " "et sélectionnez l'imprimante souhaitée pour ouvrir le formulaire de " "configuration." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "settings to enable the kitchen printers" msgstr "paramètres pour activer les imprimantes de cuisine" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 msgid "Setup form" msgstr "Formulaire de configuration" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34 msgid "" "From the :ref:`setup form `, select the " ":guilabel:`Printer Type` according to your installation:" msgstr "" "À partir du :ref:`formulaire de configuration `, " "sélectionnez le :guilabel:`Type d'imprimante` en fonction de votre " "installation :" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37 msgid "" "If your printer is connected to an IoT system, select :guilabel:`Use a " "printer connected to the IoT Box` and select the device in the " ":guilabel:`IoT Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39 msgid "" "If you use an Epson printer that does not require an IoT system, select " ":guilabel:`Use an Epson printer` and enter the printer's IP address in the " ":guilabel:`Epson Printer IP Address` field." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43 msgid ":doc:`/applications/general/iot/connect`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44 msgid ":doc:`/applications/general/iot/devices/printer`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45 msgid ":doc:`../configuration/epos_ssc`" msgstr ":doc:`../configuration/epos_ssc`" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47 msgid "" "Set your printer to print specific products based on their POS category. To " "do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product " "Categories` field. If you leave this field empty, all products are sent to " "the printer regardless of their POS category." msgstr "" "Configurez votre imprimante pour qu'elle imprime des produits spécifiques en" " fonction de leur catégorie PdV. Pour ce faire, cliquez sur " ":guilabel:`Ajouter une ligne` dans le champ :guilabel:`Catégories de produit" " imprimées`. Si vous laissez ce champ vide, tous les produit sont envoyés à " "l'imprimante quelle que soit leur catégorie PdV." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "setup form to configure a kitchen printer" msgstr "formulaire de configuration d'une imprimante de cuisine" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56 msgid "Print orders" msgstr "Imprimer des commandes" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58 msgid "" "From an open session, start taking an order and click :guilabel:`Order` to " "send it to the bar or the kitchen." msgstr "" "À partir d'une session ouverte, prenez une commande et cliquez sur " ":guilabel:`Commande` pour l'envoyer au bar ou en cuisine." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "order button from the POS UI to send orders to a kitchen or a bar" msgstr "" "bouton de commande dans l'interface utilisateur du point de vente pour " "envoyer des commandes en cuisine ou au bar" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66 msgid "" "When products can be printed, they appear in green in the cart, and the " "order button turns green." msgstr "" "Lorsque des produits peuvent être imprimés, ils apparaissent en vert dans le" " panier et le bouton de la commande devient vert." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Tips" msgstr "Pourboires" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5 msgid "" "Tipping is customary in multiple countries. Point of Sale allows tipping in " ":ref:`shops `, :doc:`bars <../restaurant>`, or :doc:`restaurants " "<../restaurant>`." msgstr "" "Laisser des pourboires est une coutume dans de nombreux pays. Point de Vente" " permet de laisser des pourboires dans les :ref:`boutiques `, " ":doc:`bars <../restaurant>` ou :doc:`restaurants <../restaurant>`." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13 msgid "" "To allow tipping in your POS, activate the :guilabel:`Tips` feature in " ":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of" " the page, select the POS in which you wish to allow **tipping**, scroll " "down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once " "enabled, add a :guilabel:`Tip Product` in the corresponding field, and save." " The designated product will be used as a reference on customers' receipts." msgstr "" "Pour autoriser les pourboires dans votre PdV, activez la fonctionnalité " ":guilabel:`Pourboires` dans :menuselection:`Point de Vente --> Configuration" " --> Paramètres`. En haut de la page, sélectionnez le PdV dans lequel vous " "souhaitez autoriser **les pourboires**, faites défiler la page jusqu'à la " "section :guilabel:`Paiement` et cochez la case :guilabel:`Pourboires`. Une " "fois cette option activée, ajoutez un :guilabel:`produit de pourboire` dans " "le champ correspondant et enregistrez. Le produit désigné sera utilisé comme" " référence sur les reçus du client." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "enable tips in a POS" msgstr "activer les pourboires dans un PdV" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25 msgid "Tip products" msgstr "Produits de pourboire" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27 msgid "" "**Tip products** can be created on the spot. To do so, enter a product's " "name in the :ref:`Tip Product ` field and click " ":guilabel:`Create` or press **enter**. The product is automatically " "configured to be used as a tip at the payment screen." msgstr "" "Les **produits de pourboire** peuvent être créés sur place. Pour ce faire, " "saisissez le nom d'un produit dans le champ :ref:`produit de pourboire " "` et cliquez sur :guilabel:`Créer` ou appuyez sur **enter**. " "Le produit est automatiquement configuré pour être utilisé comme pourboire à" " l'écran de paiement." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31 msgid "" "However, if you wish to be able to select the tip product in a POS session, " "you must activate the **Available in POS** setting. To do so, click " ":guilabel:`Create and edit...` to open the product configuration form. Then," " go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` " "checkbox, and click :guilabel:`Save & Close`." msgstr "" "Toutefois, si vous voulez pouvoir sélectionner le produit de pourboire dans " "une session du PdV, vous devez activer le paramètre **Disponible dans le " "PdV**. Pour ce faire, cliquez sur :guilabel:`Créer et modifier...` pour " "ouvrir le formulaire de configuration du produit. Allez ensuite à l'onglet " ":guilabel:`Vente`, cochez la case :guilabel:`Disponible dans le PdV` et " "cliquez sur :guilabel:`Enregistrer & Fermer`." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37 msgid "" "When you create a product to use as a tip, leave the **product type** as " ":guilabel:`Consumable` to avoid unnecessary inventory movements." msgstr "" "Lorsque vous créez un produit à utiliser comme pourboire, laissez le **type " "de produit** comme :guilabel:`Consommable` pour éviter des mouvements de " "stock inutiles." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39 msgid "" "You can only select one tip product per POS, but you can choose a different " "one for each." msgstr "" "Vous ne pouvez sélectionner qu'un seul produit de pourboire par PdV, mais " "vous pouvez en choisir un différent pour chaque PdV." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72 msgid "Tip using an Adyen terminal" msgstr "Les pourboires via un terminal Adyen" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44 msgid "" "If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment " "terminal and wish to enable **tips** using the terminal, check " ":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip " "settings `." msgstr "" "Si vous utilisez un terminal de paiement :doc:`Adyen " "<../payment_methods/terminals/adyen>` et si vous souhaitez activer les " "**pourboires** via le terminal, cochez :guilabel:`Ajouter un pourboire via " "le terminal de paiement (Adyen)` dans les :ref:`paramètres des pourboires " "`." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79 msgid "Tip after payment" msgstr "Les pourboires après le paiement" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51 msgid "" "If you use a POS system in a bar or a restaurant, you can enable " ":guilabel:`Add tip after payment (North America specific)`. Doing so " "generates a bill to print and complete manually by the customer and the " "waiter. That bill indicates the tip value the customer chooses to give after" " the payment." msgstr "" "Si vous utilisez un système de point de vente dans un bar ou dans un " "restaurant, vous pouvez activer l'option :guilabel:`Ajouter un pourboire " "après le paiement (spécifique à l'Amérique du Nord)`. Cela génère une " "addition à imprimer et à compléter manuellement par le client et le serveur." " Cette addition indique la valeur du pourboire que le client choisit de " "donner après le paiement." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56 msgid "" "To use this feature, the selected payment method must have a bank journal " "attributed." msgstr "" "Pour utiliser cette fonctionnalité, le mode de paiement sélectionné doit " "avoir un journal bancaire attribué." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "Ajouter des pourboires" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61 msgid "" "To add tips to an order, :ref:`access the payment screen ` and " "click :guilabel:`♥ Tip`. Then, enter the tipping amount, click " ":guilabel:`Confirm` to validate, and process the payment." msgstr "" "Pour ajouter des pourboires à une commande, :ref:`accéder à l'écran de " "paiement ` et cliquez sur :guilabel:`♥ Pourboire`. Ensuite, " "saisissez le montant du pourboire, cliquez sur :guilabel:`Confirmer` pour " "valider et traitez le paiement." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tip popup window" msgstr "fenêtre contextuelle des pourboires" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67 msgid "" "Alternatively, you can select the :ref:`tip product ` on the " "POS interface to add it to the cart. When selected, the product is " "automatically set as a tip, and its default value equals its **Sales " "Price**." msgstr "" "Vous pouvez également sélectionner le :ref:`produit de pourboire ` sur l'interface du PdV pour l'ajouter au panier. Lorsqu'il est " "sélectionné, le produit est automatiquement défini comme un pourboire et sa " "valeur par défaut est égale à son **prix de vente**." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74 msgid "" "During checkout, select **Adyen** as the payment terminal, and send the " "payment request to the device by clicking :guilabel:`Send`. The customers " "are asked to enter the desired tipping amount on the terminal's screen " "before proceeding to the payment." msgstr "" "Lors du passage en caisse, sélectionnez **Adyen** comme terminal de paiement" " et envoyez la demande de paiement à l'appareil en cliquant sur " ":guilabel:`Envoyer`. Les clients sont invités à saisir le montant du " "pourboire qu'ils souhaitent donner sur l'écran du terminal avant de procéder" " au paiement." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81 msgid "" "At checkout, select a card payment method and click :guilabel:`Close Tab`. " "Doing so generates a bill to complete by the customer." msgstr "" "Lors du passage en caisse, sélectionnez un mode de paiement par carte et " "cliquez sur :guilabel:`Fermer la note`. Cela génère une addition à compléter" " par le client." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tipping bill after payment to complete by customers" msgstr "note de pourboire après le paiement à compléter par les clients" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87 msgid "" "On the following screen, click the percentage (:guilabel:`15%`, " ":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping " "amount the customer chose to give. Then, click :guilabel:`Settle` to move to" " the following order." msgstr "" "Sur l'écrant suivant, cliquez sur le pourcentage (:guilabel:`15%`, " ":guilabel:`20%`, :guilabel:`25%`), :guilabel:`Aucun pourboire` ou saisissez " "le montant du pourboire que le client veut donner. Cliquez ensuite sur " ":guilabel:`Régler` pour passer à la commande suivante." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "screen to select a tip amount to collect after payment" msgstr "" "écran pour sélectionner un montant de pourboire à donner après le paiement" #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Shop features" msgstr "Fonctionnalités de boutique" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3 msgid "Barcodes" msgstr "Codes-barres" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5 msgid "" "Using a barcode scanner to process point-of-sale orders improves your " "efficiency in providing quicker customer service. Barcode scanners can be " "used both to scan products or to log employees into a POS session." msgstr "" "L'utilisation d'un lecteur de codes-barres pour traiter les commandes du " "point de vente permet d'améliorer l'efficacité et la rapidité du service à " "la clientèle. Les lecteurs de codes-barres peuvent être utilisés pour " "scanner des produits ou pour enregistrer des employés dans une session du " "point de vente." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12 msgid "" "To use a barcode scanner, you must enable the feature in the Inventory app. " "Go to :menuselection:`Inventory --> Configuration --> Settings`, in the " ":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save." msgstr "" "Pour utiliser un lecteur de codes-barres, vous devez activer la " "fonctionnalité dans l'application Inventaire. Allez à " ":menuselection:`Inventaire --> Configuration --> Paramètres`, dans la " "section :guilabel:`Code-barres`, cochez la case à côté de :guilabel:`Lecteur" " de codes-barres` et enregistrez." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "Le paramètre des codes-barres dans l'application Inventaire" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" ":doc:`Configurer un lecteur de codes-barres " "`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" ":doc:`Activer les lecteurs de codes-barres " "`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24 msgid "" "Once enabled in **Inventory**, you can use the barcode feature in **Point of" " Sale** with products that have a barcode number assigned." msgstr "" "Une fois activée dans **Inventaire**, vous pouvez utiliser la fonctionnalité" " des codes-barres dans **Point de Vente** sur les produits auxquels est " "assigné un numéro de code-barres." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "Assigner des codes-barres" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "À vos produits" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33 msgid "" "To use this feature in POS, your products must have barcodes assigned. To do" " so, go to :menuselection:`Point of Sale --> Products --> Products` and open" " a **product form**. Add a barcode number in the :guilabel:`Barcode` field " "in the :guilabel:`General Information` tab." msgstr "" "Pour utiliser cette fonctionnalité dans le point de vente, il faut assigner " "des codes-barres à vos produits. Pour ce faire, allez à " ":menuselection:`Point de Vente --> Produits --> Produits` et ouvrez une " "**fiche produit**. Ajoutez un numéro de code-barres dans le champ " ":guilabel:`code-barres` dans l'onglet :guilabel:`Informations générales`." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "À vos employés" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40 msgid "" "To add an identification number to an employee, go to the **Employees** app " "and open an **employee form**. Choose an identification number for your " "employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR " "Settings` tab." msgstr "" "Pour ajouter un numéro d'identification à un employé, allez à l'application " "**Employés** et ouvrez une **fiche employé**. Choisissez un numéro " "d'identification à votre employé et complétez le champ :guilabel:`Code PIN` " "dans l'onglet :guilabel:`Paramètres RH`." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "Utiliser des codes-barres" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "Scanner des produits" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50 msgid "" "Scan a product's barcode using a barcode scanner. Doing so adds it directly " "to the cart. To change the quantity, scan a product as many times as needed," " or click :guilabel:`Qty` and enter the number of products using the keypad." msgstr "" "Scannez le code-barres d'un produit avec un lecteur de codes-barres. Ceci " "permet de l'ajouter directement au panier. Pour changer la quantité, scannez" " un produit autant de fois que nécessaire ou cliquez sur :guilabel:`Qté` et " "saisissez le nombre de produits à l'aide du clavier." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54 msgid "" "You can also enter the barcode number manually in the search bar to look for" " the product. Then, click it to add it to the cart." msgstr "" "Vous pouvez également saisir le numéro du code-barres dans la barre de " "recherche pour rechercher le produit. Cliquez ensuite sur le produit pour " "l'ajouter au panier." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "Enregistrer les employés" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60 msgid "" "You can also use a barcode scanner to log your employees. To do so, " ":ref:`restrict access ` to the POS and " ":ref:`use barcodes to log your employees in ` your " "POS." msgstr "" "Vous pouvez également utiliser un lecteur de code-barres pour enregistrer " "vos employés. Pour ce faire, :ref:`limitez l'accès " "` au point de vente et :ref:`utilisez des " "codes-barres pour enregistrer vos employés ` dans " "votre point de vente." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5 msgid "" "The **customer display** feature provides customers with real-time checkout " "updates on a secondary display." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer screen" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14 msgid "" "Depending on your POS setup, the feature can be displayed :ref:`locally on a" " secondary screen `, :ref:`remotely on another " "device `, or :ref:`another monitor connected to an " "IoT Box `." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18 msgid "" "To activate the feature, go to the POS settings, scroll down to the " ":guilabel:`Connected Devices` section, and tick the :guilabel:`Customer " "Display` checkbox." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer display setting checkbox" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27 msgid "Local" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29 msgid "" "Connect a second screen to your POS and :ref:`open a POS session " "`. Then, click :guilabel:`Customer Screen` to open a new " "window to drag and drop onto the second screen." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35 msgid "Remote" msgstr "À distance" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37 msgid "" "Access your database from another device (any computer, tablet, or " "smartphone), go to the POS application, click the vertical ellipsis button " "(:guilabel:`⋮`) on a POS card, and then :guilabel:`Customer Display` to open" " the display remotely." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:42 msgid "The two devices are not required to share the same network." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:47 msgid "IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49 msgid "" "Connect an IoT box to your database and the second screen to the IoT box. " "Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, " "scroll down to the :guilabel:`Connected Devices` section, tick the " ":guilabel:`IoT Box` checkbox, and select the second monitor in the " ":guilabel:`Customer Display` field." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "iot setting to connect a customer display" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:58 msgid "Both devices need to be connected to the same local network." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:61 msgid ":doc:`../configuration/pos_iot`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr "Commandes clients" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5 msgid "" "When working in retail, you might need to order products directly from your " "Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo" " Sales, meaning that you can create a sales order and pay for it directly " "from your point of sale." msgstr "" "Lorsque vous travaillez dans le commerce de détail, vous pouvez avoir besoin" " de commander des produits directement depuis votre point de vente. " "Heureusement, Odoo Point de Vente est entièrement intégré à Odoo Ventes, ce " "qui signifie que vous pouvez créer une commande client et la payer " "directement depuis votre point de vente." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "Sélectionner une commande client" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12 msgid "" "From the **Point of Sale** application, open a new session. Then, click on " ":guilabel:`Quotations/Orders` to get the complete list of quotations and " "sales orders created on the sales application." msgstr "" "Depuis l'application **Point de Vente**, ouvrez une nouvelle session. " "Cliquez ensuite sur :guilabel:`Devis/Commandes` pour obtenir la liste " "complète des devis et commandes clients créés dans l'application Ventes." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "" "Bouton des devis et commandes clients dans l'interface du Point de Vente" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21 msgid "" "To ease finding the right sales order, you can filter that list on the " "**customer** or on the **order reference**. You can also set the customer " "before clicking on :guilabel:`Quotations/Orders` to reduce the list to one " "particular customer." msgstr "" "Pour faciliter la recherche de la bonne commande client, vous pouvez filtrer" " cette liste sur le **client** ou sur la **référence de commande**. Vous " "pouvez également définir le client avant le cliquer sur " ":guilabel:`Devis/Commandes` pour réduire la liste à un client particulier." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "Appliquer un acompte ou régler la commande" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28 msgid "From the list of sales order, select one to make a payment." msgstr "" "Dans la liste des commandes clients, sélectionnez-en une pour effectuer un " "paiement." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "vue de liste des bons de commande et des devis" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "Vous pouvez soit :" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36 msgid "" "Settle the order **partially**: after clicking on :guilabel:`Apply a down " "payment`, enter the percentage of down payment you want the customer to pay." " Then, click on :guilabel:`ok` and proceed with the order." msgstr "" "Régler la commande **partiellement** : après avoir cliqué sur " ":guilabel:`Appliquer un acompte`, saisissez le pourcentage de l'acompte que " "vous souhaitez que le client paie. Cliquez ensuite sur :guilabel:`ok` et " "procédez à la commande." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39 msgid "" "Settle the order **completely**: click on :guilabel:`Settle the order` to " "pay for the total of the sales order." msgstr "" "Régler la commande **complètement** : cliquez sur :guilabel:`Régler la " "commande` pour payer la totalité de la commande client." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43 msgid "" "Once you settle a sales order, the applied down payment is automatically " "deducted from the total amount." msgstr "" "Lorsque vous réglez une commande client, l'acompte est automatiquement " "déduit du montant total." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47 msgid ":doc:`/applications/sales/sales/invoicing/down_payment`" msgstr ":doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3 msgid "Serial numbers and lots" msgstr "Numéros de série et de lot" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5 msgid "" "Working with **serial numbers** and **lots** allows tracking your products' " "movements. When products are tracked, the system identifies their location " "based on their last movement." msgstr "" "Le fait de travailler avec des **numéros de série** et des **lots** permet " "de suivre les mouvements de vos produits. Lorsque les produits sont suivis, " "le système identifie leur emplacement en fonction de leur dernier mouvement." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8 msgid "" "To enable traceability, go to :menuselection:`Point of Sale --> Products -->" " Products`. Then, select a product and check the :guilabel:`Tracking By " "Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the " ":guilabel:`Inventory` tab." msgstr "" "Pour activer la traçabilité, allez à :menuselection:`Point de Vente --> " "Produits --> Produits`. Ensuite, sélectionnez un produit et cochez la case " ":guilabel:`Suivi par numéro de série unique` ou la case :guilabel:`Suivi par" " lots` dans l'onglet :guilabel:`Stock`." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "Activer les paramètres de traçabilité" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "Importation de numéros de série et de lot" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19 msgid "" "You can import serial numbers in Point of Sale. To do so, select a **sales " "order** or a **quotation** containing tracked products. Then, agree to load " "the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`." msgstr "" "Vous pouvez importer des numéros de série dans le Point de Vente. Pour ce " "faire, sélectionnez une **commande** ou un **devis** contenant des produits " "suivis. Ensuite, acceptez de charger les **numéros de série/lot** associés à" " la :abbr:`commande client`." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Pop-up window for serial number import" msgstr "Fenêtre contextuelle pour l'importation de numéros de série" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28 msgid "" "The imported tracking numbers appear below the tracked products. You can " "modify them by clicking on the list-view button next to the products." msgstr "" "Les numéros de suivi importés apparaissent sous les produits suivis. Vous " "pouvez les modifier en cliquant sur le bouton de la vue de liste à côté des " "produits." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37 msgid ":doc:`../shop/sales_order`" msgstr ":doc:`../shop/sales_order`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40 msgid "Serial numbers and lots creation" msgstr "Création de numéros de série et de lot" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42 msgid "" "If a tracked product is available in your POS, adding the product to the " "cart opens a pop-up window where you can type or scan the product's serial " "or lot numbers. To add more than one of the same tracked products, click on " "**enter** to validate and start a new line." msgstr "" "Si un produit suivi est disponible dans votre PdV, l'ajout du produit dans " "le panier ouvre une fenêtre contextuelle où vous pouvez saisir ou scanner " "les numéros de série ou de lot du produit. Pour ajouter plusieurs produits " "suivis identiques, tapez sur **enter** pour valider et commencer une " "nouvelle ligne." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "l'ajout de nouveaux numéros de série et de lot" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52 msgid "" "Changing a tracked product's quantity using the numpad turns the list-view " "button red. Click on it to add the missing lot and serial numbers." msgstr "" "Si vous modifiez la quantité d'un produit suivi à l'aide du pavé numérique, " "le bouton d'affichage de la vue de liste devient rouge. Cliquez sur ce " "bouton pour ajouter les numéros de série et de lot manquants." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54 msgid "" ":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked " "products but not mandatory. Meaning that not attributing some or any does " "**not** prevent from completing the sale." msgstr "" ":guilabel:`Les numéros de série & de lot` sont :guilabel:`requis` pour les " "produits suivis, mais ne sont pas obligatoires. Cela signifie que le fait de" " ne pas attribuer de numéro de série ou de lot n'empêche **pas** de conclure" " la vente." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3 msgid "Ship later" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5 msgid "" "The **Ship Later** feature allows you to sell products and schedule delivery" " at a later date. It is useful, for example, when a product is out of stock " "or so voluminous that it requires to be shipped, or if, for any reason, the " "customer needs their order to be shipped later, etc." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12 msgid "" ":ref:`Go to the POS settings `, scroll down to the " ":guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "settings to enable and configure the ship later feature" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19 msgid "Once activated, you can:" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21 msgid "" "Choose the location from where the products are shipped by selecting a " ":guilabel:`Warehouse`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22 msgid "" "Define a :guilabel:`Specific route`, or leave this field empty to use the " "default route." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23 msgid "" "Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as " "possible` if the products can be delivered separately or :guilabel:`When all" " products are ready` to ship all the products at once." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29 msgid "" ":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34 msgid ":ref:`Open a session ` and make a sale." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35 msgid "" "On the payment screen, set a customer and select :guilabel:`Ship Later`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36 msgid "" "On the popup window, set a shipping date and click :guilabel:`Confirm` to " "proceed to payment." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "selecting ship later at checkout." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42 msgid "" "The system instantly creates a delivery order from the warehouse to the " "shipping address." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45 msgid "" "The selected customer must have referenced an address in the system for " "products to be shipped." msgstr "" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "Location" #: ../../content/applications/sales/rental.rst:5 msgid "" "The Odoo *Rental* application provides comprehensive solutions to configure " "and manage rentals." msgstr "" "L'application *Location* d'Odoo offre des solutions complètes pour " "configurer et gérer les locations." #: ../../content/applications/sales/rental.rst:7 msgid "" "Send quotations, confirm orders, schedule rentals, register products when " "they are picked up and returned, and invoice customers from this single " "platform." msgstr "" "Envoyez des devis, confirmez des commandes, planifiez des locations, " "enregistrez des produits lorsqu'ils sont enlevés et retournés et facturez " "vos clients à partir d'une seule plateforme." #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "`Odoo Location : page produit `_" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "`Odoo Tutoriels : Location `_" #: ../../content/applications/sales/rental.rst:17 msgid "Dashboard" msgstr "Tableau de bord" #: ../../content/applications/sales/rental.rst:19 msgid "" "Upon opening the *Rental* application, the :guilabel:`Rental Orders` " "dashboard is revealed." msgstr "" "En ouvrant l'application *Location*, le tableau de bord des " ":guilabel:`Locations` s'ouvre." #: ../../content/applications/sales/rental.rst-1 msgid "" "Example of the Rental Orders dashboard available in the Odoo Rental " "application." msgstr "" "Exemple du tableau de bord des locations dans l'application Location d'Odoo." #: ../../content/applications/sales/rental.rst:25 msgid "" "In the default kanban view, all rentals are visible. Each rental card " "displays the customer name, the price of the rental, the related sales order" " number, along with the status of the rental." msgstr "" "Toutes les locations sont visibles dans la vue kanban par défaut. Chaque " "carte de location affiche le nom du client, le prix de la location, le " "numéro de la commande associée, ainsi que le statut de la location." #: ../../content/applications/sales/rental.rst:29 msgid "" "Rental kanban cards that do **not** display a rental status means those " "rentals have confirmed quotations, but have not been picked up yet." msgstr "" "Les cartes kanban de location qui n'affichent **pas** de statut de location " "signifient que ces locations ont des devis confirmés, mais qu'elles n'ont " "pas encore été enlevées." #: ../../content/applications/sales/rental.rst:32 msgid "" "On the left sidebar, the :guilabel:`Rental Status` for each rental can be " "found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " "accessible. Clicking any option in the left sidebar filters the displayed " "rentals on the dashboard." msgstr "" "Dans la barre latérale de gauche, vous trouverez le :guilabel:`Statut` de " "chaque location. En dessous, vous trouverez le :guilabel:`Statut de la " "facture` des locations. En cliquant sur une option de la barre latérale " "gauche, vous pouvez filtrer les locations affichées sur le tableau de bord." #: ../../content/applications/sales/rental.rst:37 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 msgid "Settings" msgstr "Paramètres" #: ../../content/applications/sales/rental.rst:39 msgid "" "To configure additional rental delay costs, availability of rental items, or" " minimum time of rental, navigate to :menuselection:`Rental app --> " "Configuration --> Settings`." msgstr "" "Pour configurer des frais de retard supplémentaires, la disponibilité des " "articles ou la durée de location minimale, allez à l'application " ":menuselection:`Location --> Configuration --> Paramètres`." #: ../../content/applications/sales/rental.rst-1 #: ../../content/applications/sales/rental.rst-1 msgid "How the Settings page appears in the Odoo Rental application." msgstr "" "La présentation de la page des paramètres dans l'application Location " "d'Odoo." #: ../../content/applications/sales/rental.rst:46 msgid "" "In the :guilabel:`Rental` section, there are options to configure " ":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " "is also the option to activate :guilabel:`Rental Transfers` and " ":guilabel:`Digital Documents`." msgstr "" "Dans la section :guilabel:`Location`, vous trouverez les options permettant " "de configurer les :guilabel:`Coûts de retard par défaut` et la " ":guilabel:`Marge de temps par défaut`. Vous avez également la possibilité " "d'activer les :guilabel:`Transferts de location` et les :guilabel:`Documents" " numériques`." #: ../../content/applications/sales/rental.rst:50 msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." msgstr "" "Les :guilabel:`Coûts de retard par défaut` sont des frais supplémentaires " "pour les retours tardifs." #: ../../content/applications/sales/rental.rst:51 msgid "" ":guilabel:`Default Padding Time` represents the minimum amount of time " "between two rentals." msgstr "" "La :guilabel:`Marge de temps par défaut` représente le délai minimal entre " "deux locations." #: ../../content/applications/sales/rental.rst:52 msgid "" ":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" " for rental orders." msgstr "" "Les :guilabel:`Transferts de location` permettent d'utiliser les livraisons " "et les reçus de stock pour les locations." #: ../../content/applications/sales/rental.rst:54 msgid "" ":guilabel:`Digital Documents` allows users to upload documents for customers" " to sign prior to" msgstr "" "Les :guilabel:`Documents numériques` permettent aux utilisateurs de charger " "des documents que les clients doivent signer avant de" #: ../../content/applications/sales/rental.rst:54 msgid "confirming their rental." msgstr "confirmer leur location." #: ../../content/applications/sales/rental.rst:56 msgid "" "In the :guilabel:`Rent Online` section, there are options to configure a " ":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " "days`, or days during which pickup and return are not possible." msgstr "" "Dans la section :guilabel:`Louer en ligne`, vous avez la possibilité de " "configurer une :guilabel:`Durée de location minimale` et désigner des " ":guilabel:`Jours d'indisponibilité`, ou des jours pendant lesquels il n'est " "pas possible d'enlever et de retourner des articles." #: ../../content/applications/sales/rental.rst:61 msgid "Rental products" msgstr "Produits de location" #: ../../content/applications/sales/rental.rst:63 msgid "" "To view all products that can rented in the database, navigate to " ":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" " Rented` search filter appears in the search bar." msgstr "" "Pour voir tous les produits qui peuvent être loués dans la base de données, " "allez à l'application :menuselection:`Location --> Produits`. Par défaut, le" " filtre de recherche :guilabel:`Peut être loué` s'affiche dans la barre de " "recherche." #: ../../content/applications/sales/rental.rst:66 msgid "" "Each product kanban card displays that product's name, rental price, and " "product image (if applicable)." msgstr "" "Chaque carte kanban affiche le nom du produit, son prix de location et une " "image (le cas échéant)." #: ../../content/applications/sales/rental.rst:70 msgid "Rental pricing" msgstr "Prix de location" #: ../../content/applications/sales/rental.rst:72 msgid "" "To adjust the rental pricing on a product, go to the :guilabel:`Products` " "page in the *Rental* app, then select the desired product or click " ":guilabel:`New` to create a new product from scratch." msgstr "" "Pour modifier le prix de location d'un produit, allez à la page " ":guilabel:`Produits` de l'application *Location*, sélectionnez le produit " "souhaité ou cliquez sur :guilabel:`Nouveau` pour créer un nouveau produit à " "partir de zéro." #: ../../content/applications/sales/rental.rst:75 msgid "" "On the product form, ensure the :guilabel:`Can be Rented` checkbox is " "ticked. Then, open the :guilabel:`Rental prices` tab." msgstr "" "Sur le formulaire du produit, assurez-vous que la case :guilabel:`Peut être " "loué` est cochée. Ouvrez ensuite l'onglet :guilabel:`Prix de location`." #: ../../content/applications/sales/rental.rst:83 msgid "" "If creating a rental product outside of the *Rental* app, just ensure the " ":guilabel:`Can be Rented` checkbox is ticked on the product form. By " "default, this checkbox is ticked whenever a product is created directly in " "the *Rental* application." msgstr "" "Si vous créez un produit de location en dehors de l'application *Location*, " "veillez à cocher la case :guilabel:`Peut être loué` sur le formulaire du " "produit. Cette case est cochée par défaut lorsqu'un produit est directement " "créé dans l'application *Location*." #: ../../content/applications/sales/rental.rst:90 msgid "" "Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " "designate custom rental prices and rental periods for the product." msgstr "" "Dans la section :guilabel:`Tarif` de l'onglet :guilabel:`Prix de location`, " "indiquez des prix et des périodes de location personnalisés pour le produit." #: ../../content/applications/sales/rental.rst:93 msgid "" "To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " "*pricing period* (:dfn:`the unit of duration of the rental`) in the " ":guilabel:`Period` column, or create a new pricing period by typing in the " "name and clicking :guilabel:`Create`." msgstr "" "Pour ajouter un prix pour une location, cliquez sur :guilabel:`Ajouter un " "prix`. Choisissez ensuite une *période de tarification* (:dfn:`l'unité de " "durée de la location`) dans la colonne :guilabel:`Période` ou créez une " "nouvelle période de tarification en saisissant le nom et en cliquant sur " ":guilabel:`Créer`." #: ../../content/applications/sales/rental.rst:97 msgid "" "Next, decide whether or not to apply this custom rental price to a specific " ":guilabel:`Pricelist`." msgstr "" "Ensuite, décidez si vous voulez appliquer ce prix de location personnalisé à" " une :guilabel:`Liste de prix` spécifique." #: ../../content/applications/sales/rental.rst:99 msgid "" "Lastly, enter the desired :guilabel:`Price` for that specific " ":guilabel:`Period`." msgstr "" "Enfin, saisissez le :guilabel:`Prix` souhaité pour cette :guilabel:`Période`" " spécifique." #: ../../content/applications/sales/rental.rst:102 msgid "" "There is no limit to how many pricing lines can be added. Multiple pricing " "options for rental products are typically used to give discounts for " "customers who agree to longer rental durations." msgstr "" "Il n'y a aucune limite au nombre de lignes de prix pouvant être ajoutées. " "Les options de tarification multiples pour les produits de location sont " "généralement utilisées pour accorder des remises aux clients qui acceptent " "des durées de location plus longues." #: ../../content/applications/sales/rental.rst:105 msgid "" "To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " "and that row is deleted." msgstr "" "Pour supprimer une option de prix de location, cliquez sur l'icône " ":guilabel:`🗑️ (corbeille)` et la ligne est supprimée." #: ../../content/applications/sales/rental.rst:109 msgid "Reservations" msgstr "Réservations" #: ../../content/applications/sales/rental.rst:111 msgid "" "Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " "tab, there is the option to configure additional fines for any " ":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " "return a rental." msgstr "" "Dans la section :guilabel:`Réservations` de l'onglet :guilabel:`Prix de " "location`, vous avez la possibilité de configurer des amendes " "supplémentaires pour chaque :guilabel:`Heure supplémentaire` ou " ":guilabel:`Jour supplémentaire` que le client met à rendre une location." #: ../../content/applications/sales/rental.rst:115 msgid "" "There is also the option to set a :guilabel:`Security Time`, expressed in " "hours, to make the rental product temporarily unavailable between two rental" " orders. Such a feature may prove useful if maintenance or cleaning is " "required between rentals." msgstr "" "Vous avez également de définir une :guilabel:`Durée de sécurité`, exprimée " "en heures, pour rendre le produit de location temporairement indisponible " "entre deux locations. Cette fonctionnalité peut s'avérer utile si une " "maintenance ou un nettoyage est requis entre deux locations." #: ../../content/applications/sales/rental.rst:120 msgid "Price computing" msgstr "Calcul du prix" #: ../../content/applications/sales/rental.rst:122 msgid "" "Odoo always uses two rules to compute the price of a product when a rental " "order is created:" msgstr "" "Odoo utilise toujours deux règles pour calculer le prix d'un produit lorsque" " vous créez une location :" #: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "Une seule ligne de prix est utilisée." #: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "La ligne la moins chère est sélectionnée." #: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "" "Considérez la configuration de prix de location suivante pour un produit :" #: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 jour : 100 $" #: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 jours : 250 $" #: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 semaine : 500 $" #: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" "Un client souhaite louer ce produit pendant 8 jours. Quel prix devrait-il " "payer ?" #: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" "Après la création d'une commande, Odoo sélectionne la deuxième ligne car " "c'est l'option la moins chère. Le client doit payer trois fois '3 jours' " "pour couvrir les huit jours de location, pour un total de 750 $." #: ../../content/applications/sales/rental.rst:142 msgid "Rental orders" msgstr "Locations" #: ../../content/applications/sales/rental.rst:144 msgid "" "To create a rental order in the *Rental* app, navigate to " ":menuselection:`Rental app --> Orders --> Orders`, and click " ":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " "accordingly." msgstr "" "Pour créer une location dans l'application *Location*, allez à l'application" " :menuselection:`Location --> Commandes --> Commandes`, et cliquez sur " ":guilabel:`Nouveau`. Cette opération ouvre un formulaire de location vierge " "à compléter." #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a filled out rental order available in the Odoo Rental " "application." msgstr "" "Exemple d'une location complétée disponible dans l'application Odoo " "Location." #: ../../content/applications/sales/rental.rst:152 msgid "" "Start by adding a :guilabel:`Customer`, then configure the desired duration " "of the rental in the :guilabel:`Rental period` field." msgstr "" "Commencez par ajouter un :guilabel:`Client`, puis configurez la durée de " "location souhaitée dans le champ :guilabel:`Période de location`." #: ../../content/applications/sales/rental.rst:155 msgid "" "To adjust the rental duration, click the first date in the :guilabel:`Rental" " period` field, and select the range of dates to represent the rental " "duration from the pop-up calendar form that appears." msgstr "" "Pour modifier la durée de location, cliquez sur la première date du champ " ":guilabel:`Période de location` et sélectionnez la plage de dates " "représentant la durée de la location dans la fenêtre contextuelle du " "calendrier qui s'affiche." #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a rental period calendar pop-up window in the Odoo Rental " "application." msgstr "" "Exemple d'une fenêtre contextuelle de calendrier de période de location dans" " l'application Odoo Location." #: ../../content/applications/sales/rental.rst:163 msgid "" "Once complete, click :guilabel:`Apply` in the calendar pop-up form. " "Following that, the pop-up form disappears, and the designated time period " "of the rental is represented in the :guilabel:`Duration` field." msgstr "" "Une fois que vous avez terminé, cliquez sur :guilabel:`Appliquer` dans la " "fenêtre contextuelle de calendrier. Ensuite, la fenêtre contextuelle se " "ferme et la période de temps désignée pour la location est représentée dans " "le champ :guilabel:`Durée`." #: ../../content/applications/sales/rental.rst:167 msgid "" "Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " ":guilabel:`Add a product`, and selecting the desired rental product to add " "to the form." msgstr "" "Ensuite, ajoutez un produit de location dans l'onglet :guilabel:`Lignes de " "commande`, en cliquant sur :guilabel:`Ajouter un produit`, et en " "sélectionnant le produit de location souhaité à ajouter au formulaire." #: ../../content/applications/sales/rental.rst:171 msgid "" "If a rental product is added *before* the :guilabel:`Rental period` field " "has been properly configured, the user can *still* adjust the " ":guilabel:`Rental period` field accordingly." msgstr "" "Si un produit de location est ajouté *avant* que le champ :guilabel:`Période" " de location` ait été configuré correctement, l'utilisateur peut *toujours* " "modifier le champ :guilabel:`Période de location` en conséquence." #: ../../content/applications/sales/rental.rst:174 msgid "" "Simply select the desired range of dates to represent the duration of the " "rental, then click :guilabel:`Update Rental Prices` in the " ":guilabel:`Duration` field." msgstr "" "Sélectionnez simplement la plage de dates souhaitée pour représenter la " "durée de la location, puis de cliquer sur :guilabel:`Mettre à jour les prix " "de location` dans le champ :guilabel:`Durée`." #: ../../content/applications/sales/rental.rst-1 msgid "" "The update rental prices option that appears in the Odoo Rental application." msgstr "" "L'option de mettre à jour les prix de location qui apparaît dans " "l'application Odoo Location." #: ../../content/applications/sales/rental.rst:181 msgid "" "Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " "correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " "accordingly." msgstr "" "Cette opération fait apparaître une fenêtre contextuelle " ":guilabel:`Confirmation`. Si tout est en ordre, cliquez sur :guilabel:`Ok`, " "et Odoo recalcule le prix de location en conséquence." #: ../../content/applications/sales/rental.rst:184 msgid "" "Once all the information has been entered correctly on the rental order " "form, click the :guilabel:`Send by Email` button to send the quotation to " "the customer, or click the :guilabel:`Confirm` button to confirm the order." msgstr "" "Une fois que toutes les informations ont été saisies correctement dans le " "formulaire de location, cliquez sur le bouton :guilabel:`Envoyer par email` " "pour envoyer le devis ou client ou cliquez sur le bouton " ":guilabel:`Confirmer` pour confirmer la commande." #: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "Signature du client" #: ../../content/applications/sales/rental.rst:191 msgid "" "Upon confirming a rental order, the :guilabel:`Sign Documents` button " "appears. This gives the ability to request the customer sign a rental " "agreement, outlining the arrangement between the company and customer, " "*before* they pick up the rental product(s)." msgstr "" "Lors de la confirmation d'une location, le bouton :guilabel:`Signer les " "documents` apparaît. Il permet de demander au client de signer un contrat de" " location, décrivant l'accord entre l'entreprise et le client, *avant* qu'il" " ne vienne chercher le(s) produit(s) loué(s)." #: ../../content/applications/sales/rental.rst:195 msgid "" "Such documents can ensure everything is returned on-time and in its original" " condition." msgstr "" "Ces documents permettent de s'assurer que tout est retourné à temps et dans " "son état d'origine." #: ../../content/applications/sales/rental.rst:198 msgid "" "The :guilabel:`Sign Documents` button/option **only** appears if the " ":guilabel:`Digital Documents` feature has been activated in the *Rental* " "application settings. To do so, navigate to :menuselection:`Rental app --> " "Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " "click :guilabel:`Save`." msgstr "" "Le bouton/l'option :guilabel:`Signer les documents` n'apparaît **que** " "lorsque la fonctionnalité :guilabel:`Documents numériques` a été activée " "dans les paramètres de l'application *Location*. Pour ce faire, allez à " "l'application :menuselection:`Location --> Configuration --> Paramètres`, " "activez les :guilabel:`Documents numériques` et cliquez sur " ":guilabel:`Enregistrer`." #: ../../content/applications/sales/rental.rst:204 msgid "" "This feature also requires the :doc:`Sign <../productivity/sign>` app. If " "necessary, Odoo automatically installs it after activating the " ":guilabel:`Digital Documents` setting." msgstr "" #: ../../content/applications/sales/rental.rst:207 msgid "" "To request a customer signature on a rental agreement, select a confirmed " "rental order, and click the :guilabel:`Sign Documents` button to reveal a " ":guilabel:`Sign Documents` pop-up window." msgstr "" "Pour demander la signature d'un client sur un contrat de location, " "sélectionnez une location confirmée et cliquez sur le bouton " ":guilabel:`Signer des documents` pour faire apparaître une fenêtre " "contextuelle :guilabel:`Signer des documents`." #: ../../content/applications/sales/rental.rst-1 msgid "" "The Sign Documents pop-up window that appears in the Odoo Rental " "application." msgstr "" "La fenêtre contextuelle Signer des documents qui s'ouvre dans l'application " "Location d'Odoo." #: ../../content/applications/sales/rental.rst:214 msgid "" "From here, select the desired document from the :guilabel:`Document " "Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " ":guilabel:`New Signature Request` pop-up window." msgstr "" "Dans cette fenêtre, sélectionnez le document souhaité dans le champ " ":guilabel:`Modèle de document`. Ensuite, cliquez sur :guilabel:`Signer le " "document`. Cette opération fait apparaître une fenêtre contextuelle " ":guilabel:`Nouvelle demande de signature`." #: ../../content/applications/sales/rental.rst-1 msgid "" "The New Signature Request pop-up window that appears in the Odoo Rental " "application." msgstr "" "La fenêtre contextuelle Nouvelle demande de signature qui s'ouvre dans " "l'application Location d'Odoo." #: ../../content/applications/sales/rental.rst:221 msgid "" "Upon confirming the information in the :guilabel:`New Signature Request` " "pop-up form, click :guilabel:`Sign Now` to initiate the signing process." msgstr "" "Après avoir confirmé les informations figurant dans la fenêtre contextuelle " ":guilabel:`Nouvelle demande de signature`, cliquez sur :guilabel:`Signer " "maintenant` pour lancer le processus de signature." #: ../../content/applications/sales/rental.rst:224 msgid "" "A separate page is then revealed, showcasing the document to be signed, " "which is accessible to the customer via the customer portal." msgstr "" "Une page séparée s'affiche alors, présentant le document à signer, qui est " "accessible au client via le portail client." #: ../../content/applications/sales/rental.rst:227 msgid "" "Odoo guides the customer through the signing process with clear, clickable " "indicators, and allows them to create electronic signatures to quickly " "complete the form." msgstr "" "Odoo guide le client tout au long du processus de signature avec des " "indicateurs clairs et cliquables, et lui permet de créer des signatures " "électroniques pour compléter rapidement le formulaire." #: ../../content/applications/sales/rental.rst-1 msgid "" "The adopt your signature pop-up window that appears in the Odoo Rental " "application." msgstr "" "La fenêtre contextuelle Adopter votre signature qui apparaît dans " "l'application Location d'Odoo." #: ../../content/applications/sales/rental.rst:234 msgid "" "Once the document has been signed and completed, click the " ":guilabel:`Validate & Send Completed Document` button at the bottom of the " "document." msgstr "" "Une fois que le document a été signé et complété, cliquez sur le bouton " ":guilabel:`Valider & Envoyer le document complété` au bas du document." #: ../../content/applications/sales/rental.rst-1 msgid "" "The validate and send completed document button in the Odoo Rental " "application." msgstr "" "Le bouton Valider & Envoyer le document complété dans l'application Location" " d'Odoo." #: ../../content/applications/sales/rental.rst:241 msgid "" "Upon clicking the :guilabel:`Validate & Send Completed Document` button, " "Odoo presents the option to download the signed document for record-keeping " "purposes, if necessary." msgstr "" "Lorsque vous cliquez sur le bouton :guilabel:`Valider & Envoyer le document " "complété`, Odoo vous permet de télécharger le document signé à des fins " "d'archivage, le cas échéant." #: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "`Tutoriels Odoo : Signature `_" #: ../../content/applications/sales/rental.rst:250 msgid "Pickup products" msgstr "Enlever des articles" #: ../../content/applications/sales/rental.rst:252 msgid "" "When a customer picks up the product(s), navigate to the appropriate rental " "order, click the :guilabel:`Pickup` button, and then click " ":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " "appears." msgstr "" "Lorsqu'un client enlève le(s) article(s), allez à la location appropriée, " "cliquez sur le bouton :guilabel:`Enlèvement`, puis cliquez sur " ":guilabel:`Valider` dans la fenêtre contextuelle :guilabel:`Valider un " "enlèvement` qui s'ouvre." #: ../../content/applications/sales/rental.rst:256 msgid "" "Doing so places a :guilabel:`Picked-up` status banner on the rental order." msgstr "" "Cette opération a pour effet de placer une bannière de statut " ":guilabel:`Enlevé` sur la location." #: ../../content/applications/sales/rental.rst:259 msgid "Return products" msgstr "Retourner des articles" #: ../../content/applications/sales/rental.rst:261 msgid "" "When a customer returns the product(s), navigate to the appropriate rental " "order, click the :guilabel:`Return` button, and validate the return by " "clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " "form that appears." msgstr "" "Lorsqu'un client retourne le(s) article(s), allez à la location appropriée, " "cliquez sur le bouton :guilabel:`Retour` et validez le retour en cliquant " "sur :guilabel:`Valider` dans la fenêtre contextuelle :guilabel:`Valider un " "retour` qui s'ouvre." #: ../../content/applications/sales/rental.rst:265 msgid "" "Doing so places a :guilabel:`Returned` status banner on the rental order." msgstr "" "Cette opération a pour effet de placer une bannière de statut " ":guilabel:`Retourné` sur la location. " #: ../../content/applications/sales/rental.rst:268 msgid "Print pickup and return receipts" msgstr "Imprimer les bons d'enlèvement et de retour" #: ../../content/applications/sales/rental.rst:270 msgid "" "Pickup and return receipts can be printed for customers when they pick up " "and/or return rental products." msgstr "" "Vous pouvez imprimer des bons d'enlèvement et de retour pour les clients " "lorsqu'ils enlèvent et/ou retournent des produits de location." #: ../../content/applications/sales/rental.rst:273 msgid "" "To print pickup and/or return receipts, navigate to the appropriate rental " "order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" "Pour imprimer des bons d'enlèvement et/ou de retour, allez à la location " "appropriée, cliquez sur l'icône d'engrenage :guilabel:`⚙️` pour faire " "apparaître un menu déroulant." #: ../../content/applications/sales/rental.rst-1 msgid "" "The pickup and return receipt print option in the Odoo Rental application." msgstr "" "L'option d'impression des bons d'enlèvement et de retour dans l'application " "Location d'Odoo." #: ../../content/applications/sales/rental.rst:280 msgid "" "From this drop-down menu, hover over the :guilabel:`Print` option to reveal " "a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." msgstr "" "Dans ce menu déroulant, survolez l'option :guilabel:`Imprimer` pour afficher" " un sous-menu. Sélectionnez ensuite :guilabel:`Bon d'enlèvement et de " "retour`." #: ../../content/applications/sales/rental.rst:283 msgid "" "Odoo generates and downloads a PDF, detailing all information about the " "current status of the rented item(s)." msgstr "" "Odoo génère et télécharge un PDF, contenant toutes les informations " "relatives au statut actuel du (des) article(s) loué(s)." #: ../../content/applications/sales/sales.rst:10 msgid "" "**Odoo Sales** is the application to run your sales process (from quotation " "to sales order) and deliver and invoice what has been sold." msgstr "" "**Odoo Ventes** est l'application qui vous permet d'exécuter votre processus" " de vente (du devis à la commande) et de livrer et facturer ce qui a été " "vendu." #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "" "`Tutoriels Odoo : Tutoriels sur la vente " "`_" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "Connecteur Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector features" msgstr "Fonctionnalités du Connecteur Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" "The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " "considerably reduces the amount of time spent manually entering Amazon " "orders (from the Amazon Seller account) into Odoo. It also allows users to " "accurately keep track of Amazon sales in Odoo." msgstr "" "Le *Connecteur Amazon* synchronise les commandes entre Amazon et Odoo, ce " "qui réduit considérablement le temps consacré à l'encodage manuel des " "commandes Amazon (depuis le compte Amazon Seller) dans Odoo. Il permet " "également aux utilisateurs de suivre avec précision les ventes Amazon dans " "Odoo." #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 #: ../../content/applications/sales/sales/shopee_connector.rst:12 msgid "Supported features" msgstr "Fonctionnalités prises en charge" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The Amazon Connector is able to:" msgstr "Le Connecteur Amazon est en mesure de :" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" "Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " "their order items, which include:" msgstr "" "Synchroniser (Amazon vers Odoo) toutes les commandes confirmées (FBA et FBM)" " et leurs articles de commande, qui comprennent : " #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "product name, description, and quantity" msgstr "le nom du produit, la description et la quantité" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "shipping costs for the product" msgstr "les frais d'expédition du produit" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "gift wrapping charges" msgstr "les frais d'emballage cadeau" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" "Create any missing partner related to an order in Odoo (contact types " "supported: contact and delivery address)." msgstr "" "Créer tout partenaire manquant lié à une commande dans Odoo (types de " "coordonnées pris en charge : contact et adresse de livraison)." #: ../../content/applications/sales/sales/amazon_connector/features.rst:24 msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" "Informer Amazon d'une expédition confirmée dans Odoo (FBM) afin d'être payé." #: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" "Synchronisez (Odoo vers Amazon) toutes les quantités disponibles de vos " "produits (FBM)." #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 #: ../../content/applications/sales/sales/shopee_connector.rst:24 msgid "Support multiple seller accounts." msgstr "Prendre en charge plusieurs comptes vendeurs." #: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "Prendre en charge plusieurs marketplaces par compte vendeur." #: ../../content/applications/sales/sales/amazon_connector/features.rst:32 msgid "" "The following table lists capabilities provided by Odoo when using the " "Amazon Connector:" msgstr "" "Le tableau suivant répertorie les capacités fournies par Odoo lors de " "l'utilisation du Connecteur Amazon :" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "Expédié par Amazon (FBA)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "Expédié par le vendeur (FBM)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "**Commandes**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Synchronize shipped and cancelled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Synchronize unshipped and cancelled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "**Expédition**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon, and included in the synchronized order." msgstr "" "Les frais d'expédition sont calculés par Amazon et sont inclus dans la " "commande synchronisée." #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon and included in the synchronized orders." msgstr "" "Les frais d'expédition sont calculés par Amazon et sont inclus dans les " "commandes synchronisées." #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "Shipping done by Amazon." msgstr "Expédition par Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "" "A delivery order is automatically created in Odoo for each new order. Once " "it has been processed in Odoo, the status is then synchronized in Amazon." msgstr "" "Un bon de livraison est créé automatiquement dans Odoo pour chaque nouvelle " "commande. Une fois qu'il a été traité dans Odoo, le statut est synchronisé " "dans Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "**Emballage cadeau**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Handled by Amazon." msgstr "Géré par Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "" "Cost is computed by Amazon, and included in the synchronized order. Gift " "message is added on a line of the order and on the delivery order. Then it " "is up to the user." msgstr "" "Les frais sont calculés par Amazon et sont inclus dans la commande " "synchronisée. Le message cadeau est ajouté sur une ligne de la commande et " "sur le bon de livraison. Ensuite, c'est à l'utilisateur de décider." #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "**Gestion du stock**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" "Managed by Amazon, and synchronized with a virtual location to follow it in " "Odoo." msgstr "" "Géré par Amazon et synchronisé avec un emplacement virtuel pour le suivre " "dans Odoo." #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "Géré dans l'application Inventaire d'Odoo et synchronisé avec Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "**Delivery Notifications**" msgstr "**Notifications de livraison**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" "Envoyé par Amazon, sur la base du statut de livraison synchronisé à partir " "d'Odoo." #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 msgid "" "The Amazon Connector is designed to synchronize the data of sales orders. " "Other actions, such as downloading monthly fees reports, handling disputes, " "or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" " usual." msgstr "" "Le Connecteur Amazon est conçu pour synchroniser les données des commandes. " "D'autres actions, telles que le téléchargement des rapports de frais " "mensuels, la gestion des litiges ou des remboursements, **doivent** être " "gérés à partir d'*Amazon Seller Central*, comme d'habitude." #: ../../content/applications/sales/sales/amazon_connector/features.rst:71 msgid "" "As of February 19, 2024, in North American marketplaces, :abbr:`FBA " "(Fulfilled by Amazon)` orders created with the *Amazon Connector*, do not " "get the customer's name passed onto the sales/delivery order in Odoo. This " "is due to the fact that Amazon now calculates, and remits, sales tax on " "behalf of sellers. In other words, personally identifiable customer " "information is not transmitted to the seller any longer, after a :abbr:`FBA " "(Fulfilled by Amazon)` order." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:80 msgid "Supported marketplaces" msgstr "Marketplaces prise en charge" #: ../../content/applications/sales/sales/amazon_connector/features.rst:82 msgid "" "If a marketplace is not listed in your Amazon marketplaces, it's possible to" " :ref:`add a new marketplace `." msgstr "" "Si une marketplace n'est pas répertoriée dans vos marketplaces Amazon, il " "est possible d':ref:`ajouter une nouvelle marketplace `." #: ../../content/applications/sales/sales/amazon_connector/features.rst:86 msgid "**North America region**" msgstr "**Région Amérique du Nord**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Canada" msgstr "Canada" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Amazon.ca" msgstr "Amazon.ca" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 #: ../../content/applications/sales/sales/shopee_connector.rst:62 msgid "Mexico" msgstr "Mexique" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 msgid "Amazon.com.mx" msgstr "Amazon.com.mx" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "US" msgstr "USA." #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "Amazon.com" msgstr "Amazon.com" #: ../../content/applications/sales/sales/amazon_connector/features.rst:96 msgid "**Europe region**" msgstr "**Région Europe**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Germany" msgstr "Allemagne" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Amazon.de" msgstr "Amazon.de" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Spain" msgstr "Espagne" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Amazon.es" msgstr "Amazon.es" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "France" msgstr "France" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "Amazon.fr" msgstr "Amazon.fr" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "UK" msgstr "UK" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "Amazon.co.uk" msgstr "Amazon.co.uk" #: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Italy" msgstr "Italie" #: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Amazon.it" msgstr "Amazon.it" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Netherlands" msgstr "Pays-Bas" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Amazon.nl" msgstr "Amazon.nl" #: ../../content/applications/sales/sales/amazon_connector/features.rst:112 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:200 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:199 msgid ":doc:`setup`" msgstr ":doc:`setup`" #: ../../content/applications/sales/sales/amazon_connector/features.rst:113 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:232 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Amazon order management" msgstr "Gestion des commandes Amazon" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:48 msgid "Order synchronization" msgstr "Synchronisation des commandes" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" "Orders are automatically fetched from Amazon, and synchronized in Odoo, at " "regular intervals." msgstr "" "Les commandes sont automatiquement récupérées d'Amazon et synchronisées dans" " Odoo à des intervalles réguliers." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 msgid "" "The synchronization is based on the Amazon status: only orders whose status " "has changed since the last synchronization are fetched from Amazon. This " "includes changes on either end (Amazon or Odoo)." msgstr "" "La synchronisation est basée sur le statut Amazon : seules les commandes " "dont le statut a changé depuis la dernière synchronisation sont récupérées " "d'Amazon. Cela inclut les changements d'un côté ou de l'autre (Amazon ou " "Odoo)." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 msgid "" "For *FBA* (Fulfilled by Amazon), only *Shipped* and *Cancelled* orders are " "fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" "For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " "*Cancelled* orders. For each synchronized order, a sales order and customer " "are created in Odoo (if the customer is not already registered in the " "database)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 msgid "" "The stock synchronization does **not** currently support selling the same " "product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled " "By Amazon)`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:23 msgid "" "At times, when stock is sent for all products, it triggers a stock problem " "with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By " "Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:27 msgid "" "As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, " "instead of taking from their own warehouse. Odoo developers are currently " "working on resolving this issue to avoid future discrepancies." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 msgid "" "When an order is cancelled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically cancelled in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:66 msgid "Force synchronization" msgstr "Forcer la synchronisation" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:38 msgid "" "In order to force the synchronization of an order, whose status has **not** " "changed since the previous synchronization, start by activating the " ":ref:`developer mode `. This includes changes on either end " "(Amazon or Odoo)." msgstr "" "Afi de forcer la synchronisation d'une commande, dont le statut n'a **pas** " "changé depuis la dernière synchronisation, commencez par activer le " ":ref:`mode développeur `. ela inclut des changements d'un " "côté ou de l'autre (Amazon ou Odoo)." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:42 msgid "" "Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " "Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " "Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " "Last Order Sync`." msgstr "" "Allez ensuite au compte Amazon dans Odoo (:menuselection:`application Ventes" " --> Configuration --> Paramètres --> Connecteurs --> Synchronisation Amazon" " --> Comptes Amazon`), et modifiez la date sous :menuselection:`Suivi des " "commandes --> Synchronisation de la dernière commande`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:75 msgid "" "Be sure to pick a date that occurs prior to the last status change of the " "desired order to synchronize and save. This will ensure synchronization " "occurs correctly." msgstr "" "Assurez-vous de choisir une date antérieure au dernier changement de statut " "de la commande à synchroniser et à enregistrer. Cela permettra d'assurer une" " synchronisation correcte." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:51 msgid "" "To immediately synchronize the orders of an Amazon account, switch to " ":ref:`developer mode `, head to the Amazon account in Odoo, " "and click :guilabel:`Sync Orders`. The same can be done with pickings by " "clicking :guilabel:`Sync Pickings`." msgstr "" "Pour synchroniser immédiatement les commandes d'un compte Amazon, passez en " ":ref:`mode développeur `, allez sur le compte Amazon dans " "Odoo, et cliquez sur :guilabel:`Synchroniser les commandes`. Vous pouvez en " "faire de même avec les transferts en cliquant sur :guilabel:`Synchroniser " "les transferts`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:56 msgid "Manage deliveries in FBM" msgstr "Gérer les livraisons en FBM" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:58 msgid "" "Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " "picking is instantly created in the *Inventory* app, along with a sales " "order and customer record. Then, decide to either ship all the ordered " "products to the customer at once, or ship products partially using " "backorders." msgstr "" "Lorsqu'une commande FBM (Fulfilled by Merchant) est synchronisée dans Odoo, " "un transfert est créé immédiatement dans l'application *Inventaire*, en même" " temps qu'une commande et un client. Vous pouvez ensuite décider d'expédier " "tous les produits commandés au client en une fois ou d'expédier une partie " "des produits en utilisant des reliquats." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:62 msgid "" "When a picking related to the order is confirmed, a notification is then " "sent to Amazon, who, in turn, notifies the customer that the order (or a " "part of it) is on its way." msgstr "" "Lorsqu'un transfert lié à la commande est confirmé, une notification est " "envoyée à Amazon qui, à son tour, informe le client que la commande (ou une " "partie de celle-ci) est en route." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:66 msgid "" "Amazon requires users to provide a tracking reference with each delivery. " "This is needed to assign a carrier." msgstr "" "Amazon demande aux utilisateurs de fournir une référence de suivi avec " "chaque livraison. Cette référence est nécessaire pour attribuer un " "transporteur." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 msgid "" "If the carrier doesn't automatically provide a tracking reference, one must " "be set manually. This rule applies to all Amazon marketplaces." msgstr "" "Si le transporteur ne fournit pas automatiquement une référence de suivi, " "celle-ci doit être définie manuellement. Cette règle s'applique à toutes les" " marketplaces d'Amazon." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:73 msgid "" "If the chosen carrier isn't supported by Odoo, a carrier with the same name " "can still be created (e.g. create a carrier named `easyship`). The name used" " is **not** case sensitive, but be mindful to avoid typos. If there are " "typos, Amazon will **not** recognize them. Next, create a delivery carrier " "named `Self Delivery` to inform Amazon that the user will make the " "deliveries. Even with this route, a tracking reference still **must** be " "entered. Remember, the customer is notified by email about the delivery, and" " the carrier, along with the tracking reference, are displayed in the email " "to the customer." msgstr "" "Si le transporteur choisi n'est pas pris en charge par Odoo, un transporteur" " portant le même nom peut être créé (par ex. créer un transporteur intitulé " "`easyship`). Le nom utilisé n'est **pas** sensible à la casse, mais veillez " "à éviter les fautes de frappe. S'il y a des fautes de frappe, Amazon ne les " "reconnaîtra **pas**. Ensuite, créez un transporteur intitulé `Self Delivery`" " pour informer Amazon que l'utilisateur fera les livraisons. Même avec cette" " route, vous **devez** toujours fournir une référence de suivi. N'oubliez " "pas que le client est informé par email de la livraison et que le " "transporteur, ainsi que la référence de suivi, sont affichés dans l'email " "envoyé au client." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:82 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 msgid "Manage errors when synchronizing deliveries" msgstr "Gérer les erreurs lors de la synchronisation des livraisons" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:89 msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" "Parfois, Amazon ne parvient pas à traiter correctement toutes les " "informations envoyées par Odoo. Dans ce cas, Odoo envoie un email listant " "toutes les livraisons en échec et les erreurs qu'Amazon a envoyées avec " "elles. En outre, ces livraisons sont marquées d'une étiquette " ":guilabel:`Échec de la synchronisation avec Amazon`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:93 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" "En général, l'erreur peut être corrigée directement dans le backend d'Amazon" " ou dans Odoo. Si le problème est corrigé dans Odoo, synchronisez à nouveau " "l'envoi en cliquant sur le bouton :guilabel:`Réessayer la synchronisation " "Amazon`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:97 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " "shipments were affected. In that case, all the shipments in an unknown state" " will be treated as if they failed to synchronize. Once Odoo receives a " "notification from Amazon saying that a shipment was processed, its tag will " "change to :guilabel:`Synchronized with Amazon`. To speed up this process, on" " your Amazon account, click on :guilabel:`Sync Orders` to manually " "synchronize these orders, or click on :guilabel:`Recover Order` and enter " "the relevant Amazon Order Reference." msgstr "" "Il se peut qu'Odoo reçoive une notification d'Amazon indiquant que certaines" " informations de livraison n'ont pas été traitées, mais sans préciser quels " "sont les envois concernés. Dans ce cas, tous les envois dans un statut " "inconnu seront traités comme s'ils n'avaient pas réussi à se synchroniser. " "Une fois qu'Odoo reçoit une notification d'Amazon indiquant qu'un envoi a " "été traité, son étiquette devient :guilabel:`Synchronisé avec Amazon`. Pour " "accélérer ce processus, sur votre compte Amazon, cliquez sur " ":guilabel:`Synchoniser les commandes` afin de synchroniser manuellement ces " "commandes ou cliquez sur :guilabel:`Récupérer la commande` et saisissez la " "référence de la commande Amazon." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:106 msgid "Follow deliveries in FBA" msgstr "Suivre des livraisons en FBA" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:108 msgid "" "When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " "move is recorded in the *Inventory* app for each sales order item. That way," " it's saved in the system." msgstr "" "Lorsqu'une commande FBA (Fulfilled by Amazon) est synchronisée dans Odoo, un" " mouvement de stock est enregistré dans l'application *Inventaire* pour " "chaque article de commande. De cette façon, il est enregistré dans le " "système." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:111 msgid "" "Inventory managers can access these stock moves by navigating to " ":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" "Les gestionnaires d'inventaire peuvent accéder à ces mouvements de stock en " "allant à l'application :menuselection:`Inventaire --> Analyse --> Historique" " des mouvements`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" "For FBA orders, the stock move is automatically created in Odoo by the " "Amazon connector, thanks to the shipping status of Amazon. When sending new " "products to Amazon, the user should manually create a picking (delivery " "order) to transfer these products from their warehouse to the Amazon " "location." msgstr "" "Pour les commandes FBA, le mouvement de stock est créé automatiquement dans " "Odoo par le connecteur Amazon, grâce au statut d'expédition d'Amazon. Lors " "de l'envoi de nouveaux produits à Amazon, l'utilisateur doit créer un " "transfert (bon de livraison) manuellement pour transférer ces produits de " "leur entrepôt à l'emplacement Amazon." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:119 msgid "" "To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " "replenishing stock. An automated replenishment from reordering rules can " "also be triggered on the Amazon location." msgstr "" "Pour suivre le stock *Amazon (FBA)* dans Odoo, effectuez un ajustement " "d'inventaire après le réassort. Vous pouvez également déclencher un réassort" " automatisé à partir de règles de réapprovisionnement sur l'emplacement " "Amazon." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 msgid "" "The Amazon location is configurable by accessing the Amazon account managed " "in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" " app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " "Amazon Accounts`." msgstr "" "L'emplacement Amazon peut être configuré en allant au compte Amazon géré " "dans Odoo. Pour accéder aux comptes Amazon dans Odoo, allez à l'application " ":menuselection:`Ventes --> Configuration --> Paramètres --> Connecteurs --> " "Synchronisation Amazon --> Comptes Amazon`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:126 msgid "" "All accounts of the same company use the same Amazon location, by default. " "However, it is possible to follow the stock filtered by marketplace." msgstr "" "Tous les comptes de la même société utilisent le même emplacement Amazon par" " défaut. Cependant, il est possible de suivre le stock filtré par " "marketplace." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:129 msgid "" "To do that, first remove the marketplace, where the desired stock to follow " "separately can be found, from the list of synchronized marketplaces, which " "can be found by navigating to :menuselection:`Sales app --> Configuration " "--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" "Pour ce faire, supprimez d'abord la marketplace, où se trouve le stock à " "suivre séparément de la liste des marketplaces synchronisées, qui peut être " "trouvée en allant à l'application :menuselection:`Ventes --> Configuration " "--> Paramètres --> Connecteurs --> Synchronisation Amazon --> Comptes " "Amazon`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:134 msgid "" "Next, create another registration for this account, and remove all " "marketplaces--- **except** the marketplace this is desired to be isolated " "from the others." msgstr "" "Ensuite, créez un autre enregistrement pour ce compte et supprimez toutes " "les marketplaces--- **à l'exception** de la marketplace que l'on souhaite " "isoler des autres." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" "Lastly, assign another stock location to the second registration of the " "account." msgstr "" "Enfin, assignez un autre emplacement de stock au deuxième enregistrement du " "compte." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 msgid "Invoice and register payments" msgstr "Facturer et enregistrer des paiements" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:143 msgid "Issue invoices" msgstr "Émettre des factures" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:145 msgid "" "Due to Amazon's policy of not sharing customer email addresses, it is " "**not** possible to send invoices directly to Amazon customers from Odoo. " "However, it **is** possible to manually upload the generated invoices from " "Odoo to the Amazon back-end." msgstr "" "En raison de la politique d'Amazon de ne pas partager les adresses email des" " clients, il n'est **pas** possible d'envoyer des factures directement aux " "clients Amazon à partir d'Odoo. Cependant, il **est** possible de " "télécharger manuellement les factures générées à partir d'Odoo vers le " "backend d'Amazon." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 msgid "" "Additionally, for B2B clients, it is currently required to manually retrieve" " VAT numbers from the Amazon back-end **before** creating an invoice in " "Odoo." msgstr "" "De plus, pour les clients B2B, il est actuellement requis de récupérer " "manuellement les numéros de TVA à partir du backend d'Amazon **avant** de " "créer une facture dans Odoo." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:153 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:155 msgid "Register payments" msgstr "Enregistrer les paiements" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:155 msgid "" "Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " "journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " "intermediary account is recommended." msgstr "" "Comme les clients paient Amazon en tant qu'intermédiaire, il est recommandé " "de créer un journal de *Banque* dédié (par ex. intitulé `Paiements Amazon`)," " avec un compte intermédiaire *Banque et Espèces* dédié." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:158 msgid "" "Additionally, as Amazon makes a single monthly payment, selecting all the " "invoices linked to a single payment is necessary when registering payments." msgstr "" "De plus, comme Amazon effectue un seul paiement mensuel, il est nécessaire " "de sélectionner toutes les factures liées à un seul paiement lors de " "l'enregistrement des paiements." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:161 msgid "" "To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " "payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " "Method`." msgstr "" "Pour ce faire, utilisez le :guilabel:`Journal` approprié dédié aux paiements" " Amazon et sélectionnez :guilabel:`Dépôt par lots` comme :guilabel:`Mode de " "paiement`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:166 msgid "" "Then, select all the generated payments, and click :menuselection:`Actions " "--> Create batch payment --> Validate`." msgstr "" "Sélectionnez ensuite tous les paiements générés et cliquez sur " ":menuselection:`Actions --> Créer un paiement par lot --> Valider`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:168 msgid "" "This same action can be performed with vendor bills from Amazon dedicated to" " commissions." msgstr "" "Vous pouvez effectuer la même action avec les factures fournisseurs d'Amazon" " dédiées aux commissions." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 msgid "" "When the balance is received in the bank account at the end of the month, " "and the bank statements are recorded, credit the Amazon intermediary account" " by the amount received." msgstr "" "Lorsque le solde est reçu sur le compte bancaire à la fin du mois et les " "relevés bancaires sont enregistrés, créditez le compte intermédiaire Amazon " "du montant reçu." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:174 msgid "Follow Amazon sales in sales reporting" msgstr "Suivre les ventes Amazon dans l'analyse des ventes" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:176 msgid "" "On the Amazon account profile in Odoo, a sales team is set under the " ":guilabel:`Order Follow-up` tab." msgstr "" "Sur le profil du compte Amazon dans Odoo, une équipe commerciale est définie" " dans l'onglet :guilabel:`Suivi des commandes`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:179 msgid "" "This gives quick access to important metrics related to sales reporting. By " "default, the Amazon account's sales team is shared between all of the " "company's accounts." msgstr "" "Cela permet d'accéder rapidement aux métriques importantes liées aux " "analyses des ventes. Par défaut, l'équipe commerciale du compte Amazon est " "partagée entre tous les comptes de la société." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 msgid "" "If desired, the sales team on the account can be changed for another, in " "order to perform a separate reporting for the sales of this account." msgstr "" "Si vous le souhaitez, vous pouvez changer l'équipe commerciale sur le " "compte, afin d'effectuer une analyse séparée des ventes de ce compte." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 msgid "It is also possible to perform reporting on a per-marketplace basis." msgstr "Il est également possible d'effectuer des analyses par marketplace." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:188 msgid "" "First, remove the desired marketplace from the list of synchronized " "marketplaces." msgstr "" "Supprimez d'abord la marketplace souhaitée de la liste des marketplaces " "synchronisées." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:190 msgid "" "To access the list of synchronized marketplaces in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " "Amazon Sync --> Amazon Accounts`." msgstr "" "Pour accéder à la liste des marketplaces synchronisées dans Odoo, allez à " "l'application :menuselection:`Ventes --> Configuration --> Paramètres --> " "Connecteurs --> Synchronisation Amazon --> Comptes Amazon`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:193 msgid "" "Then, create another registration for this account, and remove all other " "marketplaces **except** the one to isolate." msgstr "" "Créez ensuite un autre enregistrement pour ce compte et supprimez toutes les" " marketplaces **à l'exception** de celle à isoler." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 msgid "" "Lastly, assign another sales team to one of the two registrations of the " "account." msgstr "" "Enfin, assignez une autre équipe commerciale à l'un des deux enregistrements" " du compte." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:199 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`features`" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:3 msgid "Amazon Connector configuration" msgstr "Configuration du Connecteur Amazon" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:5 msgid "" "Odoo allows users to register an Amazon seller account in the database, but " "the user **must** have a paid Amazon Seller account prior to completing the " "configuration." msgstr "" "Odoo permet aux utilisateurs d'enregistrer un compte vendeur Amazon dans la " "base de données, mais l'utilisateur **doit** avoir un compte Vendeur Amazon " "avant de terminer la configuration." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:8 msgid "" "Set up a paid Seller account on Amazon by first logging into the Amazon " "platform, and navigating to :menuselection:`Account \\& Lists --> Start a " "Selling Account` from the drop-down menu located in the header section." msgstr "" "Configurez un compte Vendeur payant sur Amazon en vous inscrivant d'abord " "sur la plateforme Amazon et en allant à :menuselection:`Comptes \\& Listes " "--> Créer un compte vendeur` dans le menu déroulant situé dans la section " "d'en-tête." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:12 msgid "" "Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process " "and finally proceed to follow the instructions below to register and link " "that Amazon Seller account in Odoo." msgstr "" "Ensuite, sur la page :guilabel:`Vendre avec Amazon`, suivez les étapes du " "processus d'inscription et les instructions suivantes pour enregistrer et " "lier de compte Vendeur Amazon dans Odoo." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:16 msgid "`Sell with Amazon `_" msgstr "`Vendre avec Amazon `_" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:19 msgid "Connect Amazon Seller account to Odoo" msgstr "Connecter le compte Vendeur Amazon à Odoo" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:23 msgid "" "To connect an Amazon Seller account in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors " "section`, activate the :guilabel:`Amazon Sync` feature, and click " ":guilabel:`Save`." msgstr "" "Pour connecter un compte Vendeur Amazon, allez à l'application " ":menuselection:`Ventes --> Configuration --> Paramètres --> Section des " "Connecteurs`, activez la fonctionnalité :guilabel:`Synchronisation Amazon` " "et cliquez sur :guilabel:`Enregistrer`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:27 msgid "" "Then, return to :menuselection:`Sales app --> Configuration --> Settings -->" " Connectors section`, and click on the :guilabel:`Amazon Accounts` link " "under the :guilabel:`Amazon Sync` setting." msgstr "" "Retournez ensuite à l'application :menuselection:`Ventes --> Configuration " "--> Paramètres --> section des Connecteurs`, et cliquez sur le lien " ":guilabel:`Comptes Amazon` en dessous du paramètre :guilabel:`Sychronisation" " Amazon`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales." msgstr "" "Le lien Comptes Amazon en dessous des paramètres de synchronisation Amazon " "dans Odoo Ventes." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:34 msgid "" "Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, " "click :guilabel:`New` to create and link a new Amazon account." msgstr "" "Une page séparée :guilabel:`Comptes Amazon` s'ouvre alors. Cliquez ici sur " ":guilabel:`Nouveau` pour créer et lier un nouveau compte Amazon." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:37 msgid "" "On the blank :guilabel:`Amazon Account` form page, start by choosing a name " "for the account (e.g. `American Marketplace`). Then, in the " ":guilabel:`Credentials` tab, select the marketplace on which the seller " "account was initially created from the :guilabel:`Home Marketplace` drop-" "down menu." msgstr "" "Sur le formulaire :guilabel:`Compte Amazon` vierge, commencez par donner un " "nom au compte (par ex. `Marketplace américaine`). Ensuite, dans l'onglet " ":guilabel:`Identifiants`, sélectionnez la marketplace sur laquelle le compte" " vendeur a initialement été créé dans le menu déroulant " ":guilabel:`Marketplace initiale`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "A typical Amazon Account form page in the Odoo Sales application." msgstr "Un formulaire Compte Amazon typique dans l'application Odoo Ventes." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:45 msgid "" "After saving, the field in the :guilabel:`Credentials` tab is replaced by a " ":guilabel:`Link with Amazon` button." msgstr "" "Après avoir enregistré, le champ dans l'onglet :guilabel:`Identifiants` est " "remplacé par un bouton :guilabel:`Associer à Amazon`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "A typical Amazon Account form page and Link with Amazon button in Odoo " "Sales." msgstr "" "Un formulaire Compte Amazon typique et le bouton Associer avec Amazon dans " "Odoo Ventes." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:52 msgid "" "Clicking that button redirects to either the Amazon login page, or directly " "to the required consent page, if the user is already logged in to Amazon." msgstr "" "En cliquant sur ce bouton, l'utilisateur est redirigé vers la page de " "connexion d'Amazon ou directement vers la page de consentement requise, s'il" " est déjà connecté à Amazon." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:55 msgid "On the login page, log in to the desired Amazon seller account." msgstr "Sur la page de connexion, connectez-vous au compte vendeur Amazon." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:57 msgid "" "On the consent page, confirm that Amazon is allowed to give Odoo access to " "the account and related data." msgstr "" "Sur la page de consentement, confirmez qu'Amazon est autorisé à donner à " "Odoo l'accès au compte et aux données connexes." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:60 msgid "" "Upon confirmation, Amazon returns the user to Odoo, and the account has been" " registered." msgstr "" "Après confirmation, Amazon renvoie l'utilisateur à Odoo et le compte a été " "enregistré." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:62 msgid "" "With the Amazon account successfully registered, the marketplaces available " "to this specific account are synchronized with Odoo and listed under the " ":guilabel:`Marketplaces` tab." msgstr "" "Une fois le compte Amazon enregistré avec succès, les marketplaces " "disponibles à ce compte spécifique sont synchronisées avec Odoo et " "répertoriées dans l'onglet :guilabel:`Marketplaces`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:65 msgid "" "If desired, remove items from the list of synchronized marketplaces to " "disable synchronization." msgstr "" "Si vous le souhaitez, supprimez des éléments de la liste des marketplaces " "synchronisées pour désactiver la synchronisation." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:68 msgid "Amazon orders in Odoo" msgstr "Commandes Amazon dans Odoo" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:70 msgid "" "When an Amazon order is synchronized, up to three line items are created on " "the sales order in Odoo. Each one represents a product sold on Amazon: one " "for the product that was sold on Amazon Marketplace, one for the shipping " "charges (if any), and one for the gift wrapping charges (if any)." msgstr "" "Lorsqu'une commande Amazon est synchronisée, Odoo crée jusqu'à trois lignes " "sur la commande. Chaque ligne représente un produit vendu sur Amazon : une " "pour le produit vendu sur la marketplace Amazon, une pour les frais " "d'expédition (le cas échéant) et une pour les frais d'emballage cadeau (le " "cas échéant)." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:76 msgid "" "The selection of a database product for a sales order item is done by " "matching its :guilabel:`Internal Reference` (a customizable product " "reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for " "marketplace items, the Amazon *Shipping Code* for delivery charges, and the " "Amazon *Gift Wrapping* code for gift wrapping charges." msgstr "" "La sélection d'un produit de base de données pour une commande se fait en " "faisant correspondre sa :guilabel:`Référence interne` (un identifiant de " "référence de produit personnalisable dans Odoo, comme `FURN001`) avec le " "*SKU* Amazon pour les articles de la marketplace, le *Code d'expédition* " "d'Amazon pour les frais de livraison et le code *Emballage cadeau* d'Amazon " "pour les frais d'emballage cadeau." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:81 msgid "" "For marketplace products, pairings are saved as *Amazon Offers*, which are " "listed under the :guilabel:`Offers` smart button on the account form." msgstr "" "Pour les produits de la marketplace, les paires sont sauvegardées en tant " "qu'*Offres Amazon*, qui sont répertoriées sous le bouton intelligent " ":guilabel:`Offres` sur le formulaire du compte. " #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "The Amazon Offers smart button on the account form in Odoo Sales." msgstr "" "Le bouton intelligent Offres Amazon sur le formulaire de compte dans Odoo " "Ventes." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:88 msgid "" "Offers are automatically created when the pairing is established, and " "they're used for subsequent orders to lookup SKUs. If no offer with a " "matching SKU is found, :ref:`the internal reference is used instead " "`." msgstr "" "Les offres sont créées automatiquement lorsque les paires sont établies et " "elles sont utilisées pour les commandes suivantes pour rechercher les SKU. " "Si aucune offre avec une SKU correspondante n'est trouvée, la " ":ref:`référence interne est utilisée à la place `." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:93 msgid "" "It's possible to force the pairing of a marketplace item with a specific " "product, by changing either the product or the SKU of an offer to ensure " "they match. The offer can be manually created if it was not automatically " "done yet." msgstr "" "Il est possible de forcer l'appariement d'un article de marketplace avec un " "produit spécifique, en modifiant soit le produit, soit la SKU d'une offre " "pour garantir qu'ils correspondent. L'offre peut être créée manuellement si " "ce n'est pas encore fait automatiquement." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:97 msgid "" "This is useful if the internal reference is not used as the SKU, or if the " "product sells under different conditions." msgstr "" "Ceci est utile si la référence interne n'est pas utilisée en tant que SKU, " "ou si le produit est vendu dans des conditions différentes." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:100 msgid "" "If no database product with a matching internal reference is found for a " "given Amazon SKU or gift wrapping code, then a default database product, " "*Amazon Sale*, is used. The same is done with the default product *Amazon " "Shipping* if no database product is found for a given Amazon shipping code." msgstr "" "Si aucun produit de base de données avec une référence interne " "correspondante n'est trouvée pour une SKU Amazon ou un code d'emballage " "cadeau, un produit standard de la base de données, *Vente Amazon*, est " "utilisé. Il en va de même pour le produit par défaut *Expédition Amazon* si " "aucun produit de base de données n'est trouvé pour un certain code " "d'expédition d'Amazon." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:105 msgid "" "To modify default products, activate the :ref:`developer mode `, and navigate to :menuselection:`Sales app --> Configuration --> " "Settings --> Connectors --> Amazon Sync --> Default Products`." msgstr "" "Pour modifier les produits par défaut, activez le :ref:`mode développeur " "`, et allez à l'application :menuselection:`Ventes --> " "Configuration --> Paramètres --> Connecteurs --> Synchronisation Amazon --> " "Produits par défaut`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:110 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:178 msgid "Product tax configuration" msgstr "Configuration des taxes sur les produits" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:112 msgid "" "To allow for tax reporting of Amazon sales with Odoo, the taxes applied to " "the sales order items are those set on the product, or determined by the " "fiscal position." msgstr "" "Pour permettre la déclaration fiscale des ventes Amazon dans Odoo, les taxes" " appliquées aux articles de la commande sont celles définies sur le produit," " ou déterminées par la position fiscale." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:115 msgid "" "Make sure to have the correct taxes set on your products in Odoo, or have it" " done by a fiscal position, to avoid discrepancies in the subtotals between " "*Amazon Seller Central* and Odoo." msgstr "" "Veillez à ce que les taxes soient correctement définies sur vos produits " "dans Odoo ou à ce qu'elles soient déterminées par une position fiscale, pour" " éviter des divergences dans les sous-totaux entre *Amazon Seller Central* " "et Odoo." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:119 msgid "" "As Amazon does not necessarily apply the same taxes as those configured in " "Odoo, it may happen that order totals differ by a few cents between Odoo and" " *Amazon Seller Central*. Those differences can be resolved with a write-off" " when reconciling the payments in Odoo." msgstr "" "Comme Amazon n'applique pas nécessairement les mêmes taxes que celles " "configurées dans Odoo, il se peut que les totaux de la commande diffèrent de" " quelques centimes entre Odoo et *Amazon Seller Central*. Ces différences " "peuvent être résolues par une écriture d'annulation lors du rapprochement " "des paiements dans Odoo." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:126 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:195 msgid "Add a new marketplace" msgstr "Ajouter une nouvelle marketplace" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:128 msgid "" "All marketplaces are supported by the Amazon Connector. To add a new " "marketplace, proceed as follows:" msgstr "" "Toutes les marketplaces sont prises en charge par le Connecteur Amazon. Pour" " ajouter une nouvelle marketplace, suivez les étapes suivantes :" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 msgid "Activate the :ref:`developer mode `." msgstr "Activez le :ref:`mode développeur `." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:132 msgid "" "Go to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Marketplaces`." msgstr "" "Allez à l'application :menuselection:`Ventes --> Configuration --> " "Paramètres --> Connecteurs --> Synchronisation Amazon --> Marketplaces " "Amazon`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:134 msgid "Click :guilabel:`New` to create a new marketplace record." msgstr "" "Cliquez sur :guilabel:`Nouveau` pour créer un nouvel enregistrement de " "marketplace." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:135 msgid "" "Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select " "the :guilabel:`Amazon Region` for your marketplace as described in the " "`Amazon Documentation for marketplace IDs and regions `_, and the :guilabel:`Seller " "Central URL` as described in the `Amazon Documentation for seller central " "URLs `_." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:140 msgid "" "Set the :guilabel:`Name` of the record to `Amazon.` to easily " "retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the " ":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should " "respectively hold the *Marketplace ID*, the selected Amazon region, and the " "*Seller Central URL* values from the Amazon Documentation." msgstr "" "Définissez le :guilabel:`Nom` de l'enregistrement sur `Amazon.` pour le retrouver facilement (par ex. `Amazon.se`). Les champs " ":guilabel:`Identifiant API`, :guilabel:`Région` et :guilabel:`URL Seller " "Central` devraient respectivement contenir les valeurs *ID de la " "marketplace, la région d'Amazon sélectionnée et l'*URL Seller Central* de la" " documentation d'Amazon." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:144 msgid "" "Once the marketplace is saved, update the Amazon Account configuration by " "going to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" "Une fois la marketplace enregistrée, mettez à jour la configuration du " "compte Amazon en allant à l'application :menuselection:`Ventes --> " "Configuration --> Paramètres --> Connecteurs --> Synchronisation Amazon --> " "Comptes Amazon`. " #: ../../content/applications/sales/sales/amazon_connector/setup.rst:147 msgid "" "Select the account on which to use the new marketplace, go to the " ":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available " "marketplaces`. An animation should confirm the success of the operation. " "Newly added marketplaces are automatically added to the list of synchronized" " marketplaces. If the new marketplace is not added to the list, it means " "that it is either incompatible or unavailable for the seller account." msgstr "" "Sélectionnez le compte sur lequel vous voulez utiliser la nouvelle " "marketplace, allez à l'onglet :guilabel:`Marketplaces` et cliquez sur " ":guilabel:`Mettre à jour les marketplaces disponibles`. Une animation " "devrait confirmer la réussite de l'opération. Les marketplaces nouvellement " "ajoutées sont automatiquement ajoutées à la liste des marketplaces " "synchronisées. Si la nouvelle marketplace n'est pas ajoutée à la liste, cela" " signifie qu'elle est incompatible ou indisponible pour le compte vendeur." #: ../../content/applications/sales/sales/gelato.rst:3 msgid "Gelato" msgstr "Gelato" #: ../../content/applications/sales/sales/gelato.rst:5 msgid "" "Gelato is a global print-on-demand platform that integrates with Odoo to " "sync product catalogs and automate order fulfillment." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:8 msgid "" "Connecting Gelato's services with Odoo's **Sales** and **eCommerce** apps " "enables the following:" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:10 msgid "Sync Odoo sales orders with Gelato for automated order fulfillment" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:11 msgid "" "Create and manage Gelato products within Odoo; supports product variant and " "image sync" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:12 msgid "" "Configure delivery options in Odoo and receive order updates via webhooks." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:18 msgid "" "The company information (*Company name* and *Billing address*) in the Gelato" " account *must* match the company information in the Odoo database in order " "for sales orders to be confirmed and sent to Gelato for fulfillment." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:0 msgid "Company information in Gelato." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:0 msgid "Company information in Odoo." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:29 msgid "Configure API keys and webhooks in Gelato" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:31 msgid "" "Before configuring the Gelato connector in Odoo, first obtain API " "credentials and webhooks from the Gelato account." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:34 msgid "" "API connectors enable Odoo **Sales** to send and receive data from Gelato " "for order processing, while webhooks provide real-time updates on order " "status and shipment tracking." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:38 msgid "API Key" msgstr "Clé API" #: ../../content/applications/sales/sales/gelato.rst:40 msgid "" "An API Key is a unique authentication token that allows Odoo to securely " "communicate with Gelato's API, enabling order transmission, status updates, " "and data synchronization." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:43 msgid "" "After logging into Gelato, click :icon:`fa-code` :guilabel:`Developer` in " "the left menu bar. From here, click on :guilabel:`API keys`. In the new " "page, click the :guilabel:`Add API Key` button to open a new API key form. " "Type in a name, then click :guilabel:`Create Key`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:47 msgid "Copy the generated API key using :guilabel:`Copy to Clipboard`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst-1 msgid "Newly generated API key in the Gelato platform." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:53 msgid "" "Copy the API key and store it somewhere safe and secure before leaving this " "page. Once the page is refreshed or exited, the key will not be available to" " copy." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:56 msgid "" "If the key cannot be copied or is lost, return to the :guilabel:`API key` " "page and start over, creating a new API key." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:60 msgid "Webhook" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:62 msgid "" "A webhook is an automated notification system that instantly updates Odoo " "when Gelato processes, ships, or delivers an order, ensuring real-time " "tracking and minimal manual intervention." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:65 msgid "" "To create a webhook, go to :menuselection:`Developer --> Webhooks` under the" " :guilabel:`Developer` drop-down menu in the left menu bar. In the new page," " click :guilabel:`Add Webhook` to open a :guilabel:`Create Webhook` form." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:69 msgid "The webhook form requires several specific configurations:" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:71 msgid "" ":guilabel:`URL`: This tells Gelato where to send the order updates in Odoo. " "Copy and paste the Odoo database URL with the additional suffix " "`/gelato/webhook`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:75 msgid "`https://stealthywood.odoo.com/gelato/webhook`" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:77 msgid "" ":guilabel:`Events`: Click into the field and select " ":guilabel:`order_status_updated`. Selecting :guilabel:`order_status_updated`" " ensures Odoo receives order changes automatically." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:79 msgid "" ":guilabel:`Method`: Click into the field and select the :guilabel:`HTTP " "Post` option, as this is the request method used to send data from Gelato to" " Odoo." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:81 msgid "" "Tick the checkbox next to :guilabel:`I want to take Authorization to this " "webhook`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:82 msgid "" ":guilabel:`Header Name`: In this field, type in `signature` to match the " "field in Odoo." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:83 msgid "Click :guilabel:`Generate Key` to generate a :guilabel:`Header Value`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:84 msgid "Click :guilabel:`Create` to complete this webhook configuration." msgstr "" #: ../../content/applications/sales/sales/gelato.rst-1 msgid "Newly configured webhook in the Gelato platform." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:90 msgid "" "Copy and paste the API key and webhook on a notepad before tabbing out of " "the Gelato webpage as backup." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:94 msgid "Configure Gelato connector in Odoo" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:96 msgid "" "In Odoo, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`, then scroll to the :guilabel:`Connectors` section. Enable the " ":guilabel:`Gelato` connector by ticking the checkbox. Next, paste the newly " "generated API keys and webhook secret key into their respective fields. Once" " saved, Gelato is available in Odoo **Sales** and **eCommerce** products." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:102 msgid "Synchronizing Gelato products with Odoo Sales" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:104 msgid "" "It is recommended to have products already configured in Gelato before " "configuring them in Odoo. To get the product ID in Gelato, navigate to the " ":guilabel:`Templates` page from the side bar menu. Select which product to " "synchronize in Odoo, then hover over the product card to reveal the " ":icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` menu icon. Click the " "menu icon, then click :guilabel:`Copy Template ID` to copy the product " "template ID to the clipboard." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:111 msgid "" "`Start selling products with Gelato: Quick & easy setup " "`_" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:116 msgid "Odoo Sales product" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:118 msgid "" "To create a product in Odoo that matches the Gelato product, navigate to " ":menuselection:`Sales app --> Products --> Products`, select :guilabel:`New`" " to create a new product form. Type in the product :guilabel:`Name`, then " "navigate to the :guilabel:`Sales` tab. Find the :guilabel:`Gelato` section, " "then click into the :guilabel:`Template Reference` field and paste the " "copied template ID from the Gelato product. Finally, click " ":guilabel:`Synchronize`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:124 msgid "" "Successful synchronization pulls the Gelato product variant options into the" " newly configured Odoo product." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:127 msgid "" "In the new :guilabel:`Print Images` field, click the :guilabel:`default` " "marker to set a default product image. Click the :icon:`fa-pencil` " ":guilabel:`(edit)` icon and select the product image file to upload, then " ":guilabel:`Save & Close`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:132 msgid "" "The :guilabel:`Print Images` field *must* be configured on all Gelato " "products and their respective product variations before they can be ordered." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:136 #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "Variantes de produit" #: ../../content/applications/sales/sales/gelato.rst:138 msgid "" "To view and edit the newly synchronized product variants, navigate to the " ":guilabel:`Attributes & Variants` tab, which will have the variants pulled " "from the Gelato product configuration. Click the :guilabel:`Configure` " "button to edit and configure the variant images, delivery methods, " "additional pricing, etc." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:144 msgid "Order a Gelato product from Odoo" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:146 msgid "" "Once synchronized, Gelato products are available to order in Odoo through " ":doc:`sales quotations ` or on the **eCommerce** store. " "Gelato delivery options are automatically synchronized upon API and webhook " "configuration." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:150 msgid "" "To add Gelato delivery, click :guilabel:`Add shipping` on the sales order. " "Select :guilabel:`Standard Delivery` or :guilabel:`Express Delivery` in the " ":guilabel:`Shipping Method` field, then click :guilabel:`Get rate`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:154 msgid "" "Once the quotation is confirmed, it becomes an active sales order, and the " "order is sent to Gelato for fulfillment. Once a sales order is sent from " "Odoo to Gelato, Gelato processes the order, produces the product at the " "nearest fulfillment center, and ships it directly to the end-customer." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:159 msgid ":doc:`send_quotations/create_quotations`" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:162 msgid "" "When creating a sales order for Gelato products in the database, only Gelato" " products can be added to the same sales order. Multivendor orders are not " "available with the Gelato connector at this time." msgstr "" #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Méthode de facturation" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "Acomptes" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:5 msgid "" "A down payment is an initial, up-front payment made during the confirmation " "of a sales transaction. Down payments reduce the risk for both parties (the " "seller and the buyer) as they indicate a mutual commitment to complete the " "sales transaction." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:9 msgid "" "With a down payment, the buyer pays a portion of the total amount owed while" " agreeing to pay the remaining amount at a later date. In turn, the seller " "provides goods or services to the buyer upon or after accepting the down " "payment, trusting that the remaining amount will be paid later on." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 msgid "" "In the Odoo **Sales** app, down payments can be customized to fit the needs " "of each individual sales transaction." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:17 msgid "Create invoices" msgstr "Créer les factures" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:19 msgid "" "When a sales order is confirmed, the option to create an invoice becomes " "available, via the :guilabel:`Create Invoice` button. When clicked, a " ":guilabel:`Create invoice(s)` pop-up appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "Create invoices pop-up form that appears in Odoo Sales." msgstr "" "Fenêtre contextuelle permettant de créer des factures dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:27 msgid "" "Invoices are automatically created as drafts, so they can be reviewed before" " validation." msgstr "" "Les factures sont automatiquement créées en brouillon, pour qu'elles " "puissent être révisées avant validation." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid "" "On the :guilabel:`Create invoices` pop-up, there are 3 options to choose " "from in the :guilabel:`Create Invoice` field:" msgstr "" "Dans la fenêtre contextuelle :guilabel:`Créer les factures`, vous avez le " "choix entre trois options dans le champ :guilabel:`Créer une facture` :" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:32 msgid ":guilabel:`Regular invoice`" msgstr ":guilabel:`Facture normale`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:33 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:45 msgid ":guilabel:`Down payment (percentage)`" msgstr ":guilabel:`Acompte (pourcentage)`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:46 msgid ":guilabel:`Down payment (fixed amount)`" msgstr ":guilabel:`Acompte (montant fixe)`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:37 msgid "" "If :guilabel:`Regular Invoice` is selected, the other fields disappear, as " "they only pertain to down payment configurations." msgstr "" "Si vous sélectionnez :guilabel:`Facture normale`, les autres champs " "disparaissent, car ils ne sont nécessaires que dans une configuration " "d'acompte." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:41 msgid "Initial down payment request" msgstr "Demande d'acompte initial" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:43 msgid "" "On the :guilabel:`Create invoice(s)` pop-up window, the down payment options" " are:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:48 msgid "" "Select the desired down payment option, then designate the desired amount, " "either as a percentage or a fixed amount, in the :guilabel:`Down Payment " "Amount` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:51 msgid "" "Once all fields are filled in, click the :guilabel:`Create Draft` button. " "Upon clicking this button, Odoo reveals the :guilabel:`Customer Invoice " "Draft`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:55 msgid "" "If an :guilabel:`Invalid Operation` error appears, double-check that the " ":doc:`invoicing policy ` is configured correctly. In some " "cases, for example, the invoicing policy is configured to require delivery " "before invoicing." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:59 msgid "" "In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice " "Draft`, the down payment that was just configured in the :guilabel:`Create " "invoices` pop-up form appears as a :guilabel:`Product`." msgstr "" "Dans l'onglet :guilabel:`Lignes de facture` de la :guilabel:`Facture client " "brouillon`, l'acompte qui vient d'être configuré dans la fenêtre " "contextuelle :guilabel:`Créer des factures` s'affiche comme un " ":guilabel:`Produit`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:66 msgid "Example: request 50% down payment" msgstr "Exemple : demander un acompte de 50 %" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:69 msgid "" "The following example involves a 50% amount down payment on a product " "(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the " ":guilabel:`Invoicing Policy`." msgstr "" "L'exemple suivant implique le paiement d'un acompte de 50 % sur un produit " "(:guilabel:`Armoire avec portes`) avec la :guilabel:`Politique de " "facturation` définie sur :guilabel:`Quantités commandées`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:0 msgid "Cabinet with doors product form showcasing various details and fields." msgstr "" "Formulaire de produit de l'armoire avec portes avec plusieurs détails et " "champs en évidence." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:77 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:313 #: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 msgid ":doc:`invoicing_policy`" msgstr ":doc:`invoicing_policy`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 msgid "" "First, navigate to :menuselection:`Sales app --> New`, and add a " ":guilabel:`Customer` to the quotation." msgstr "" "Allez d'abord à l'application :menuselection:`Ventes --> Nouveau`, et " "ajoutez un :guilabel:`Client` au devis." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:82 msgid "" "Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, " "and select the :guilabel:`Cabinet with Doors` product." msgstr "" "Cliquez ensuite sur :guilabel:`Ajouter un produit` dans l'onglet " ":guilabel:`Lignes de commande` et sélectionnez le produit :guilabel:`Armoire" " avec portes`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:85 msgid "" "When the order is confirmed (via the :guilabel:`Confirm` button), the " "quotation turns into a sales order. Once this occurs, create and view the " "invoice by clicking :guilabel:`Create Invoice`." msgstr "" "Une fois la commande confirmée (en cliquant sur le bouton " ":guilabel:`Confirmer`), le devis se transforme en commande. Ensuite, créez " "et visualisez la facture en cliquant sur :guilabel:`Créer une facture`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Cabinet with doors sales order that's been confirmed in the Odoo Sales " "application." msgstr "" "La commande de l'armoire avec portes a été confirmée dans l'application Odoo" " Ventes." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:92 msgid "" "Next, on the :guilabel:`Create invoices` pop-up window that appears, select " ":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down " "Payment Amount` field." msgstr "" "Ensuite, dans la fenêtre contextuelle :guilabel:`Créer les factures` qui " "s'ouvre, sélectionnez l'option :guilabel:`Acompte (pourcentage)`, et " "saisissez `50` dans le champ :guilabel:`Montant de l'acompte`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:96 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:242 msgid "" "The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are " "*not* required fields, and they will *not* appear if they've already been " "preconfigured in previous down payment requests." msgstr "" "Les champs :guilabel:`Compte des revenus` et :guilabel:`Taxes à la vente` ne" " sont *pas* obligatoires et ils n'apparaissent *pas* s'ils ont été " "configurés auparavant dans les demandes d'acompte précédentes." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:100 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:246 msgid "" "For more information, check out the documentation on :ref:`customer taxes " "modification on down payments ` and :ref:`income account modification on down payments " "`." msgstr "" "Pour plus d'informations, consultez la documentation sur la " ":ref:`modification des taxes à la vente sur les acomptes " "` et la " ":ref:`modification du compte des revenus sur les acomptes " "`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:104 msgid "" "Lastly, click :guilabel:`Create Draft Invoice` to create and view the " "invoice draft." msgstr "" "Enfin, cliquez sur :guilabel:`Créer une facture brouillon` pour créer et " "visualiser la facture brouillon." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:106 msgid "" "Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which " "includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice" " Lines` tab." msgstr "" "En cliquant sur :guilabel:`Créer une facture brouillon`, la facture " "brouillon s'ouvre et inclut l'acompte en tant que :guilabel:`Produit` dans " "l'onglet :guilabel:`Lignes de facture`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:109 msgid "" "From there, the invoice can be confirmed and posted by clicking " ":guilabel:`Confirm`. Confirming the invoice changes the status from " ":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of " "buttons at the top of the page." msgstr "" "À partir de là, la facture peut être confirmée et comptabilisée en cliquant " "sur :guilabel:`Confirmer`. La confirmation de la facture fait passer son " "statut de :guilabel:`Brouillon` à :guilabel:`Comptabilisé`. Elle fait " "également apparaître une nouvelle série de boutons en haut de la page." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "" "Un exemple de facture brouillon avec acompte mentionné dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:117 msgid "" "From those buttons, the payment can be registered by clicking " ":guilabel:`Register Payment`." msgstr "" "À partir de ces boutons, vous pouvez enregistrer le paiement en cliquant sur" " :guilabel:`Enregistrer un paiement`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "" "Présentation du bouton Enregistrer un paiement sur une facture client " "confirmée." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:123 msgid "" "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-" "populated with the necessary information. Confirm the information provided " "is correct, and make any necessary adjustments. When ready, click the " ":guilabel:`Create Payment` button." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment pop-up window with create payment button." msgstr "" "Présentation de la fenêtre contextuelle Enregistrer un paiement avec le " "bouton Créer un paiement." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:131 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:269 msgid "" "After clicking :guilabel:`Create Payment`, Odoo reveals the customer " "invoice, now with a green :guilabel:`In Payment` banner in the upper-right " "corner." msgstr "" "Après avoir cliqué sur :guilabel:`Créer un paiement`, Odoo affiche la " "facture client, avec une bannière verte :guilabel:`En paiement` dans le coin" " supérieur droit." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Customer Invoice with a green In Payment banner located in the upper-right " "corner." msgstr "" "Facture client avec une bannière verte En paiement dans le coin supérieur " "droit." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:138 msgid "" "Now, when the customer wants to pay the remaining amount of the order, " "another invoice must be created. To do that, return to the sales order, via " "the breadcrumb links." msgstr "" "Désormais, lorsque le client souhaite payer le montant restant de la " "commande, vous devez créer une autre facture. Pour ce faire, retournez à la " "commande via le fil d'Ariane." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:141 msgid "" "Back on the sales order, a new :guilabel:`Down Payments` section is present " "in the :guilabel:`Order Lines` tab, along with the down payment that was " "just invoiced and posted." msgstr "" "De retour sur la commande, une nouvelle section :guilabel:`Acomptes` figure " "dans l'onglet :guilabel:`Lignes de commande`, ainsi que l'acompte qui vient " "d'être facturé et comptabilisé." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payments section in the order lines tab of a sales order." msgstr "La section acomptes dans l'onglet lignes de commande d'une commande." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:148 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "Ensuite, cliquez sur le bouton :guilabel:`Créer une facture`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:150 msgid "" "On the :guilabel:`Create invoices` pop-up window that appears, there are two" " new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`." msgstr "" "Dans la fenêtre contextuelle :guilabel:`Créer les factures` qui s'ouvre, " "vous trouverez deux nouveaux champs : :guilabel:`Déjà facturé` et " ":guilabel:`Montant à facturer`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The deduct down payment option on the create invoices pop up in Odoo Sales." msgstr "" "L'option de déduction des acomptes sur la fenêtre contextuelle de création " "de factures dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:157 msgid "" "If the remaining amount is ready to be paid, select the :guilabel:`Regular " "Invoice` option. Odoo will create an invoice for the exact amount needed to " "complete the total payment, as indicated in the :guilabel:`Amount to " "invoice` field." msgstr "" "Si le montant résiduel est prêt à être payé, sélectionnez l'option " ":guilabel:`Facture normale`. Odoo créera une facture pour le montant exacte " "requis pour compléter le paiement total, comme il est indiqué dans le champ " ":guilabel:`Montant à facturer`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:161 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "" "Une fois que vous avez terminé, cliquez sur :guilabel:`Créer une facture " "brouillon`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:163 msgid "" "Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing " "*all* the invoices for that specific sales order in the :guilabel:`Invoice " "Lines` tab. Each invoice line item displays all the necessary information " "related to each invoice." msgstr "" "Cette opération fait ouvrir une autre page :guilabel:`Facture client " "brouillon`, répertoriant *toutes* les factures pour cette commande en " "particulier dans l'onglet :guilabel:`Lignes de facture`. Chaque ligne de " "facture affiche toutes les informations nécessaires relatives à chaque " "facture. " #: ../../content/applications/sales/sales/invoicing/down_payment.rst:167 msgid "" "To complete the flow, click :guilabel:`Confirm`, which changes the status of" " the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click " ":guilabel:`Register Payment`." msgstr "" "Pour compléter le flux, cliquez sur :guilabel:`Confirmer`, ce qui fait " "passer le statut de la facture de :guilabel:`Brouillon` à " ":guilabel:`Comptabilisé`. Cliquez ensuite sur :guilabel:`Enregistrer un " "paiement`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 msgid "" "Once again, the :guilabel:`Register Payment` appears, with all fields auto-" "populated with the necessary information, including the remaining amount " "left to be paid on the order." msgstr "" "À nouveau, la fenêtre contextuelle :guilabel:`Enregistrer un paiement` dont " "tous les champs sont remplis automatiquement avec les informations " "nécessaires, y compris le montant restant à payer de la commande." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second register payment pop-up form in Odoo sales." msgstr "" "La deuxième fenêtre contextuelle permettant d'enregistrer un paiement dans " "Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:177 msgid "" "After confirming that information, click :guilabel:`Create Payment`. Doing " "so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In" " Payment` banner in the upper-right corner. Also, both down payments are " "present in the :guilabel:`Invoice Lines` tab." msgstr "" "Après avoir validé ces informations, cliquez sur :guilabel:`Créer un " "paiement`. Cette opération fait apparaître la :guilabel:`Facture client` " "finale avec une bannière verte :guilabel:`En paiement` dans le coin " "supérieur droit. De plus, les deux acomptes figurent dans l'onglet " ":guilabel:`Lignes de facture`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "" "La deuxième facture d'acompte avec la bannière En paiement dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:185 msgid "At this point, the flow is now complete." msgstr "Le flux est maintenant terminé." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:188 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "" "Ce flux est également possible avec l'option d'acompte :guilabel:`Montant " "fixe`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:191 msgid "" "If a down payment is used with a product that has a :guilabel:`Delivered " "quantities` invoicing policy, and the cost of the product *exceeds* the 50% " "down payment (as in most cases), a regular invoice is created." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:195 msgid "" "However, for products that cost *less* than the 50% down payment, the down " "payments will **not** be able to be deducted when it comes time to invoice " "the customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:198 msgid "" "This is because the product(s) would have to be delivered *before* creating " "the final invoice due to Odoo not allowing negative totals for invoices." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:201 msgid "" "If nothing has been delivered, a :guilabel:`Credit Note` is created, which " "cancels the draft invoice that was created after the down payment." msgstr "" "Si rien n'a été livré, un :guilabel:`Avoir` est créé, annulant la facture " "brouillon créée après l'acompte. " #: ../../content/applications/sales/sales/invoicing/down_payment.rst:204 msgid "" "To utilize the :guilabel:`Credit Note` option, the *Inventory* application " "must be installed, in order to confirm the delivery. Otherwise, the " "delivered quantity can be entered manually directly on the sales order." msgstr "" "Pour utiliser l'option d':guilabel:`Avoir`, l'application *Inventaire* doit " "être installée, afin de confirmer la livraison. Sinon, la quantité livrée " "peut être saisie manuellement directement sur la commande." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:211 msgid "Example: request 100% down payment" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:213 msgid "" "The process of requesting a 100% down payment is similar to the process of " "setting up a :ref:`50% down payment `, but with fewer steps." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:217 msgid "" "A 100% down payment is **not** the same as a full payment of the sales " "order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:219 msgid "" "A sales order paid through the regular invoice process will not allow any " "additional invoices to be generated, and **will not** display the *Create " "Invoice* button on the Sales Order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:222 msgid "" "Following this example **will** cause the *Create Invoice* button to be " "displayed on the Sales Order. This is because Odoo expects another invoice " "to be created after the down payment to complete payment of the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:226 msgid "The *Solar Panel Installation* product is being used in this example." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "" "To configure a 100% down payment, begin by navigating to " ":menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the " "quote." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:231 msgid "" "Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, " "and select the `Solar Panel Installation` product." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:234 msgid "" "Upon clicking the :guilabel:`Confirm` button, the quotation turns into a " "sales order. At that point, an invoice can now be created by clicking " ":guilabel:`Create Invoice` in the top-left corner." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:237 msgid "" "On the :guilabel:`Create invoices` pop-up window that appears, select " ":guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down" " Payment Amount` field. Then, if desired, select an :guilabel:`Income " "Account` and :guilabel:`Customer Taxes` in their respective fields." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The Down payment (percentage) option selected with 100% set as the Down " "Payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:254 msgid "" "Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. " "This will also bring the draft invoice into view, which includes the " ":guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice " "Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:258 msgid "" "The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`." " Confirming the invoice changes the status from :guilabel:`Draft` to " ":guilabel:`Posted`. It also reveals a new series of buttons at the top of " "the page." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:262 msgid "" "The payment can be registered by clicking the :guilabel:`Register Payment` " "button." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:264 msgid "" "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-" "populated with the necessary information. Confirm the information provided " "is correct and make any necessary adjustments. When ready, click the " ":guilabel:`Create Payment` button." msgstr "" "Une fenêtre contextuelle :guilabel:`Enregistrer un paiement` s'ouvre et est " "déjà rempli avec les informations nécessaires. Validez les informations " "fournies ou faites tous les changements nécessaires. Lorsque vous avez " "terminé, cliquez sur le bouton :guilabel:`Créer un paiement`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:276 msgid "" "The process is now complete, and the 100% down payment has been successfully" " applied." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:281 msgid "Customer taxes modification on down payments" msgstr "Modification des taxes à la vente sur les acomptes" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:283 msgid "" "To adjust the income account and customer taxes attached to a down payment, " "navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> " "Products --> Products`), search for the `Down Payment` product in the search" " bar, and select it to reveal the product detail page." msgstr "" "Pour ajuster le compte des revenus et les taxes à la vente liés à un " "acompte, allez à la page :guilabel:`Produits` (:menuselection:`App Ventes " "--> Produits --> Produits`), recherchez le produit `Acompte` dans la barre " "de recherche et sélectionnez-le pour afficher les détails du produit." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:287 msgid "" "On the :guilabel:`Down Payment` product page, in the :guilabel:`General " "Information` tab, the customer taxes can be modified in the " ":guilabel:`Customer Taxes` field." msgstr "" "Sur la page du produit :guilabel:`Acompte`, dans l'onglet " ":guilabel:`Informations générales`, les taxes à la vente peuvent être " "modifiées dans le champ :guilabel:`Taxes à la vente`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How to modify the income account link to down payments." msgstr "Comment modifier le lien entre le compte des revenus et les acomptes." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:297 msgid "Income account modification on down payments" msgstr "Modification du compte des revenus sur les acomptes" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:299 msgid "" "To change or adjust the income account attached to the :guilabel:`Down " "Payment` product page, the *Accounting* app **must** be installed." msgstr "" "Pour modifier ou ajuster le compte des revenus lié à la page du produit " ":guilabel:`Acompte`, l'application *Comptabilité* **doit** être installée." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:302 msgid "" "With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes " "available on the product page. That tab will **not** be accessible without " "the *Accounting* app installed." msgstr "" "Lorsque l'application *Comptabilité* est installée, l'onglet " ":guilabel:`Comptabilité` devient disponible sur la page du produit. Cet " "onglet ne sera **pas** accessible si l'application *Comptabilité* n'est pas " "installée." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:305 msgid "" "In the :guilabel:`Accounting` tab, the income account can be changed in the " ":guilabel:`Income Account` field, located in the :guilabel:`Receivables` " "section." msgstr "" "Dans l'onglet :guilabel:`Comptabilité`, le compte des revenus peut être " "modifié dans le champ :guilabel:`Compte des revenus` dans la section " ":guilabel:`Créances`." #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "Refacturer des notes de frais aux clients" #: ../../content/applications/sales/sales/invoicing/expense.rst:5 msgid "" "While working on a project for a client, employees often have to spend their" " own money on various expenses related to the project." msgstr "" "Lorsqu'ils travaillent sur un projet pour un client, les employés doivent " "souvent dépenser leurs propre argent pour diverses dépenses liées au projet." #: ../../content/applications/sales/sales/invoicing/expense.rst:8 msgid "" "For example, an employee may need to use their own money to pay for a hotel," " while they provide an on-site service for a client. As a company, this " "expense should be reinvoiced to the customer. With Odoo, these kinds of " "expenses can quickly be reinvoiced to the customer related to the project." msgstr "" "Par exemple, un employé peut avoir besoin de payer un hôtel, alors qu'il " "fournit un service sur site pour son client. En tant qu'entreprise, cette " "dépense doit être refacturée au client. Avec Odoo, ce type de dépenses peut " "rapidement être refacturé au client dans le cadre du projet." #: ../../content/applications/sales/sales/invoicing/expense.rst:13 msgid "Expenses application" msgstr "Application Notes de frais" #: ../../content/applications/sales/sales/invoicing/expense.rst:15 msgid "" "To be able to reinvoice a customer for an expense, the *Expenses* " "application **must** be installed." msgstr "" "Pour pouvoir refacturer une dépense à un client, vous **devez** installer " "l'application *Notes de frais*." #: ../../content/applications/sales/sales/invoicing/expense.rst:17 msgid "" "To install the *Expenses* application, navigate to :menuselection:`main Odoo" " dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* " "application block. When clicked, Odoo installs the application, refreshes " "the page, and returns to the main Odoo dashboard." msgstr "" "Pour installer l'application *Notes de frais*, allez au " ":menuselection:`tableau de bord principal d'Odoo --> Apps`, et cliquez sur " ":guilabel:`Installer` sur le bloc de l'application *Notes de frais*. Lorsque" " vous cliquez dessus, Odoo installe l'application, actualise la page et " "revient au tableau de bord principal." #: ../../content/applications/sales/sales/invoicing/expense.rst:22 msgid "Add expenses to sales orders" msgstr "Ajouter des dépenses aux commandes" #: ../../content/applications/sales/sales/invoicing/expense.rst:24 msgid "" "To begin, have a sales order confirmed in the *Sales* app to which a " "reinvoiced expense can be added. Or, create a new sales order from scratch. " "To do that, navigate to the :menuselection:`Sales app --> New`. Doing so " "reveals a blank quotation form." msgstr "" "Pour commencer, confirmez une commande dans l'application *Ventes*, à " "laquelle vous pouvez ajouter une dépense refacturée. Vous pouvez également " "créer une nouvelle commande à partir de zéro. Pour ce faire, allez à " "l'application :menuselection:`Ventes --> Nouveau`. Cette opération fait " "apparaître un formulaire de devis vierge." #: ../../content/applications/sales/sales/invoicing/expense.rst:28 msgid "" "Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order " "Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product " "from the drop-down menu." msgstr "" "Ajoutez ensuite un :guilabel:`Client`, et ajoutez un produit à l'onglet " ":guilabel:`Lignes de commande` en cliquant sur :guilabel:`Ajouter un " "produit`. Sélectionnez ensuite un produit dans le menu déroulant." #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "Cliquez sur :guilabel:`Confirmer` pour confirmer la commande." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "" "Voici à quoi ressemble une commande confirmée dans l'application Odoo " "Ventes." #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "" "Une fois la commande confirmée, il est temps de créer une note de frais." #: ../../content/applications/sales/sales/invoicing/expense.rst:39 msgid "" "To do that, navigate to the *Expenses* application, by going to " ":menuselection:`main Odoo dashboard --> Expenses`." msgstr "" "Pour ce faire, allez à l'application *Notes de frais* via le " ":menuselection:`tableau de bord principal d'Odoo --> Notes de frais`." #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "" "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank" " expenses form." msgstr "" "Ensuite, dans le tableau de bord des *Notes de frais*, cliquez sur " ":guilabel:`Nouveau` pour ouvrir une note de frais vierge." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "Une note de frais vierge dans l'application Odoo Notes de frais." #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "" "On the expenses form, add a :guilabel:`Description` to easily reference the " "expense." msgstr "" "Sur la note de frais, ajoutez une :guilabel:`Description` pour facilement " "référencer la dépense." #: ../../content/applications/sales/sales/invoicing/expense.rst:50 msgid "" "Then, in the :guilabel:`Category` field, select one of the following options" " from the drop-down menu:" msgstr "" "Ensuite, dans le champ :guilabel:`Catégorie`, sélectionnez l'une des options" " suivantes dans le menu déroulant :" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid "" ":guilabel:`Communication`: any form of communication related to a " "project/order." msgstr "" ":guilabel:`Communication` : toute forme de communication liée à un " "projet/une commande." #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid "" ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr "" ":guilabel:`Autres` : une dépense qui ne rentre dans aucune autre catégorie." #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr "" ":guilabel:`repas` : toute forme de frais de repas liés à un projet/une " "commande." #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr "" ":guilabel:`Cadeaux` : toute forme de frais de cadeaux liés à un projet/une " "commande." #: ../../content/applications/sales/sales/invoicing/expense.rst:57 msgid "" ":guilabel:`Mileage`: any form of mileage (gas) costs related to " "project/order." msgstr "" ":guilabel:`Kilométrage` : toute for de frais de carburant liés à un " "projet/une commande." #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid "" ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs " "related to a project/order." msgstr "" ":guilabel:`Voyage \\& Hébergement` : toute forme de frais de voyage ou " "d'hébergement liés à un projet/une commande." #: ../../content/applications/sales/sales/invoicing/expense.rst:61 msgid "" "New expense categories can be created from an expense form, by clicking the " ":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, " "and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up " "window." msgstr "" "Vous pouvez créer de nouvelles catégories de dépenses à partir d'une note de" " frais en cliquant sur le menu déroulant du champ :guilabel:`Catégorie`, en " "sélectionnant :guilabel:`Voir tout`, et en cliquant sur :guilabel:`Nouveau` " "dans la fenêtre contextuelle :guilabel:`Recherche : Catégorie`." #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Search:Category expenses pop-up window from a blank expenses form in " "Odoo Expenses." msgstr "" "La fenêtre contextuelle Recherche : Catégorie à partir d'une note de frais " "vierge dans Odoo Notes de frais." #: ../../content/applications/sales/sales/invoicing/expense.rst:69 msgid "" "For this sample workflow, which will reinvoice a customer for a brief hotel " "stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& " "ACC] Travel \\& Accommodation`." msgstr "" "Pour cet exemple de flux, qui refacture un client pour un bref séjour à " "l'hôtel, la :guilabel:`Catégorie` est :guilabel:`[TRANS \\& ACC] Voyage \\& " "Hébergement`." #: ../../content/applications/sales/sales/invoicing/expense.rst:73 msgid "" "The following example requires the *Sales*, *Accounting*, and *Expense* apps" " to view/modify all the fields mentioned during the workflow." msgstr "" "L'exemple suivant nécessite que les applications *Ventes*, *Comptabilité* et" " *Notes de frais* soient installées pour pouvoir voir/modifier tous les " "champs mentionnés dans le flux." #: ../../content/applications/sales/sales/invoicing/expense.rst:76 msgid "" "Beneath the :guilabel:`Category` field, enter in the amount to be expensed " "in the :guilabel:`Total` field." msgstr "" "Sous le champ :guilabel:`Catégorie`, saisissez le montant que vous voulez " "refacturer dans le champ :guilabel:`Total`." #: ../../content/applications/sales/sales/invoicing/expense.rst:79 msgid "" "Next, designate if there are any :guilabel:`Included taxes` in the " ":guilabel:`Total`. If a preconfigured tax amount is selected from the " ":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, " "based on the amount entered in the :guilabel:`Total` field." msgstr "" "Ensuite, précisez s'il y a des :guilabel:`Taxes comprises` dans le montant " ":guilabel:`Total`. Si un montant de taxe préconfiguré est sélectionné dans " "le champ :guilabel:`Taxes comprises`, Odoo calcule automatiquement le " "montant taxé, en fonction du montant saisi dans le champ :guilabel:`Total`." #: ../../content/applications/sales/sales/invoicing/expense.rst:83 msgid "" "Then, choose which :guilabel:`Employee` was responsible for the expense, and" " choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to " "reimburse)` or :guilabel:`Company`." msgstr "" "Choisissez ensuite l':guilabel:`Employé` qui était responsable de la dépense" " et choisissez une option dans le champ :guilabel:`Payé par` : " ":guilabel:`Employé (à rembourser)` ou :guilabel:`Société`." #: ../../content/applications/sales/sales/invoicing/expense.rst:86 msgid "" "In this case, our employee paid for the hotel with their own money, so the " ":guilabel:`Employee (to reimburse)` option is chosen." msgstr "" "Dans ce cas, notre employé a payé l'hôtel de son propre argent, donc il faut" " choisir l'option :guilabel:`Employé (à rembourser)`. " #: ../../content/applications/sales/sales/invoicing/expense.rst:89 msgid "" "On the right-hand side of the expenses form, the option to add a " ":guilabel:`Bill Reference` is available. Beneath that, the auto-populated " ":guilabel:`Expense Date` and :guilabel:`Account` fields are available." msgstr "" "Sur la partie droite de la note de frais, il est possible d'ajouter une " ":guilabel:`Référence de facture`. En dessous, les champs :guilabel:`Date de " "la dépense` et :guilabel:`Compte` se remplissent automatiquement." #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "" "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, " "if needed." msgstr "" "Vous pouvez modifier les champs :guilabel:`Date de la dépense` et " ":guilabel:`Compte`, si vous le voulez." #: ../../content/applications/sales/sales/invoicing/expense.rst:96 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field " "to reveal a drop-down menu. From this drop-down menu, select the appropriate" " sales order to which this expense should be attached. This field **must** " "be filled, in order to reinvoice a customer for an expense." msgstr "" "Ensuite, dans le champ :guilabel:`Client à refacturer`, cliquez sur le champ" " vierge pour faire apparaître un menu déroulant. Dans ce menu déroulant, " "sélectionnez la commande appropriée à laquelle cette dépense doit être " "ajoutée. Ce champ **doit** être complété, pour pouvoir refacturer cette " "dépense à un client." #: ../../content/applications/sales/sales/invoicing/expense.rst:100 msgid "" "Lastly, the option to modify the :guilabel:`Analytic Distribution` and " ":guilabel:`Company` fields are available. These fields are *not* required to" " complete a reinvoiced expense to a customer, but are available to modify, " "if needed." msgstr "" "Enfin, il est possible de modifier les champs :guilabel:`Distribution " "analytique` et :guilabel:`Société`. Ces champs ne sont *pas* obligatoires " "pour compléter une dépense refacturée à un client, mais peuvent être " "modifiés si nécessaire." #: ../../content/applications/sales/sales/invoicing/expense.rst:104 msgid "" "Also, at the bottom of the expense form, there is a :guilabel:`Notes...` " "section, wherein any notes related to this expense can be added, if needed." msgstr "" "En outre, au bas de la note de frais, il y a une section " ":guilabel:`Notes...`, dans laquelle toute note relative à cette note de " "frais peut être ajoutée, si nécessaire." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "Une note de frais complétée dans l'application Odoo Notes de frais." #: ../../content/applications/sales/sales/invoicing/expense.rst:111 msgid "" "At the top of the expense form, there are buttons to :guilabel:`Attach " "Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`." msgstr "" "En haut de la note de frais, il y a des boutons pour :guilabel:`Joindre le " "reçu`, :guilabel:`Créer le rapport`, et :guilabel:`Fractionner la note de " "frais`." #: ../../content/applications/sales/sales/invoicing/expense.rst:114 msgid "" "If there is a physical or digital receipt that should be attached to the " "expense, click :guilabel:`Attach Receipt`." msgstr "" "Si vous devez joindre un reçu physique ou numérique à la dépense, cliquez " "sur :guilabel:`Joindre le reçu`." #: ../../content/applications/sales/sales/invoicing/expense.rst:117 msgid "" "If the cost of this expense needs to be split, click :guilabel:`Split " "Expense`. This feature can be used for a number of reasons (spitting expense" " with another employee, to accommodate different tax rates, etc.)." msgstr "" "Si le coût de cette dépense doit être fractionné, cliquez sur " ":guilabel:`Fractionner la note de frais`. Cette option peut être utilisée " "pour plusieurs raisons (diviser la note avec un autre employé, prendre en " "compte des taux d'imposition différents, etc.)." #: ../../content/applications/sales/sales/invoicing/expense.rst:121 msgid "" "If neither of these options are necessary, click :guilabel:`Create Report` " "to lock in the expense report that was just configured." msgstr "" "Si aucune de ces options n'est nécessaire, cliquez sur :guilabel:`Créer le " "rapport` pour confirmer la note de frais qui vient d'être configurée." #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "" "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "" "Cette opération fait apparaître un :guilabel:`Résumé de la note de frais` " "pour la nouvelle dépense." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "Un résumé de la note de frais dans l'application Odoo Notes de frais." #: ../../content/applications/sales/sales/invoicing/expense.rst:130 msgid "" "Here, once the details related to the expense have been confirmed, click " ":guilabel:`Submit to Manager`. This sends the expense report to the " "approving manager, who will review the expense." msgstr "" "Après avoir validé les détails de la note de frais, cliquez sur " ":guilabel:`Soumettre au manager`. La note de frais sera envoyée au manager, " "qui examinera la dépense." #: ../../content/applications/sales/sales/invoicing/expense.rst:133 msgid "" "The manager in charge of reviewing and approving the expense will inspect " "the details related to the expense, and if there are no issues, they will " "click the :guilabel:`Approve` button — which *only* appears on the manager's" " view of the :guilabel:`Expense Report Summary` that's been submitted to the" " manager by the employee." msgstr "" "Le manager en charge d'examiner et d'approuver la note de frais vérifiera " "les détails de la dépense et si tout est en ordre, il cliquera sur le bouton" " :guilabel:`Approuver` — qui apparaît *uniquement* dans la vue du manager " "du :guilabel:`Résumé de la note de frais` que l'employé a soumis au manager." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary that a manager will approve with an Approve " "button." msgstr "" "Un résumé de la note de frais qu'un manager doit approuver avec le bouton " "Approuver." #: ../../content/applications/sales/sales/invoicing/expense.rst:142 msgid "" "Once approved, the buttons at the top of the :guilabel:`Expense Report " "Summary` change once again. At this point, the buttons at the top of the " ":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, " ":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset" " to Draft`." msgstr "" "Une fois la note de frais approuvée, les boutons en haut du " ":guilabel:`Résumé de la note de frais` changent à nouveau. À ce stade, les " "boutons en haut du :guilabel:`Résumé de la note de frais` sont les suivants " ": :guilabel:`Enregistrer les pièces comptables`, :guilabel:`Rapporter dans " "la prochaine fiche de paie`, :guilabel:`Refuser`, et :guilabel:`Remettre en " "brouillon`." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary with post journal entries button at the top of the" " form." msgstr "" "Un résumé de note de frais avec le bouton Enregistrer les pièces comptables " "en haut du formulaire." #: ../../content/applications/sales/sales/invoicing/expense.rst:151 msgid "" "When the manager is satisfied with the :guilabel:`Expense Report Summary`, " "they'll click :guilabel:`Post Journal Entries`." msgstr "" "Lorsque le manager est d'accord avec le :guilabel:`Résumé de la note de " "frais`, il doit cliquer sur :guilabel:`Enregistrer des pièces comptables`." #: ../../content/applications/sales/sales/invoicing/expense.rst:154 msgid "" "Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and " "the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab " "is filled with the sales order that was initially configured to the expense " "in the :guilabel:`Customer to Reinvoice` field." msgstr "" "En cliquant sur :guilabel:`Enregistrer des pièces comptables`, ce bouton " "disparaît et la colonne :guilabel:`Distribution analytique` de l'onglet " ":guilabel:`Note de frais` se remplit avec la commande initialement " "configurée pour la dépense dans le champ :guilabel:`Client à refacturer`." #: ../../content/applications/sales/sales/invoicing/expense.rst:159 msgid "" "By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " ":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " "Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " "expense category." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:163 msgid "" "It should be noted that **not** all of the default expense categories that " "come installed with the *Expenses* application have reinvoicing policies " "activated. The setting may have to be manually activated." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:167 msgid "" "To do that, navigate to :menuselection:`Expenses app --> Configuration --> " "Expenses Categories` to view a list of all expense categories in the " "database." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:170 msgid "" "Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " "have been made for each expense category." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Re-Invoice Expenses column on the Expense Categories page in the Odoo " "Expenses app." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:177 msgid "" "To modify an expense category, click the :icon:`fa-arrow-right` " ":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " "specific expense from." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:180 msgid "" "Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " "Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " "price`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Re-Invoice Expenses field on an Expense Category form in the Odoo " "Expenses app." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "Refacturer une dépense" #: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" "Une fois ces étapes terminées, il est temps de revenir à la commande pour " "terminer la refacturation de la dépense au client." #: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" "Pour ce faire, allez au :menuselection:`tableau de bord principal d'Odoo -->" " application Ventes`, et sélectionnez la commande appropriée qui doit être " "refacturée pour la dépense." #: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " "in, and ready to be invoiced." msgstr "" "Sur la commande, la note de frais nouvellement configurée se trouve " "maintenant dans l'onglet :guilabel:`Lignes de commande`, avec sa colonne " ":guilabel:`Livré` remplie et prête à être facturée." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A sales order with the configured expense ready to be invoiced in the Order " "Lines tab." msgstr "" "Une commande avec la note de frais configurée prête à être facturée dans " "l'onglet Lignes de commande." #: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " "invoices` pop-up window appears." msgstr "" "Après avoir confirmé les détails de la note de frais, cliquez sur " ":guilabel:`Créer une facture` en haut de la commande. Lorsque vous cliquez " "sur ce bouton, une fenêtre contextuelle :guilabel:`Créer les factures` " "s'ouvre." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A create invoices pop-up window that appears when the Create Invoice is " "clicked." msgstr "" "Une fenêtre contextuelle permettant de créer des factures qui s'affiche " "lorsque vous cliquez sur le bouton Créer une facture." #: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" "Dans cette fenêtre, laissez le champ :guilabel:`Créer une facture` sur la " "sélection :guilabel:`Facture normale` par défaut et cliquez sur " ":guilabel:`Créer une facture brouillon`." #: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." msgstr "" "Cette opération fait apparaître une :guilabel:`Facture client brouillon`, " "qui montre *uniquement* la note de frais dans l'onglet :guilabel:`Lignes de " "facture`." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice draft with the expense in the Invoice Lines tab of the " "form." msgstr "" "Une facture client brouillon avec la note de frais dans l'onglet Lignes de " "facture." #: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" "Si toutes les informations relatives à la note de frais sont correctes, " "cliquez sur :guilabel:`Confirmer`pour confirmer la facture. Ceci fait passer" " le statut de la facture de :guilabel:`Brouillon` à " ":guilabel:`Comptabilisé`." #: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " "and PDF invoice in the body of the message. The message can be reviewed and " "modified, if needed." msgstr "" "Pour envoyer la facture au client, cliquez sur :guilabel:`Envoyer \\& " "Imprimer`. Une fenêtre contextuelle :guilabel:`Envoyer` s'ouvre avec un " "message préconfiguré et une facture en PDF dans le corps du message. Le " "message peut être modifié si vous le souhaitez. " #: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " "message/invoice to the customer. Additionally, a PDF of the invoice is " "automatically downloaded for record-keeping and/or printing purposes." msgstr "" "Lorsque vous avez terminé, cliquez sur :guilabel:`Envoyer \\& Imprimer` pour" " envoyer la facture au client. En cliquant sur le bouton, la fenêtre " "contextuelle disparaît et Odoo envoie le message/la facture au client. De " "plus, un PDF de la facture est automatiquement téléchargé à des fins " "d'archivage et/ou d'impression." #: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." msgstr "" "De retour sur la :guilabel:`Facture client`, cliquez sur le bouton " ":guilabel:`Enregistrer un paiement` lorsque le client paie la note de frais " "facturée." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "Une facture client avec le bouton Enregistrer un paiement." #: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " "auto-populated with the correct information. After reviewing the " "information, click :guilabel:`Create Payment`." msgstr "" "Lorsque vous cliquez sur le bouton :guilabel:`Enregistrer un paiement`, une " "fenêtre contextuelle :guilabel:`Enregistrer un paiement` s'ouvre. Dans cette" " fenêtre contextuelle, les champs nécessaires sont remplis automatiquement " "avec les bonnes informations. Après avoir vérifié les informations, cliquez " "sur :guilabel:`Créer un paiement`." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" "Une fenêtre contextuelle permettant d'enregistrer un paiement sur une " "facture client dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " "the invoice, signifying this invoice is paid for in full. Thus, completing " "the workflow." msgstr "" "Une fois que vous avez cliqué sur :guilabel:`Créer un paiement`, la fenêtre " "contextuelle disparaît et une bannière verte :guilabel:`En paiement` " "apparaît dans le coin supérieur droit de la facture, ce qui signifie que " "cette facture est entièrement payée. Le flux de travail est ainsi terminé. " #: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`time_materials`" #: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr ":doc:`milestone`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "Facturation basée sur les quantités livrées ou commandées" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "" "Des politiques commerciales différentes peuvent nécessiter des options de " "facturation différentes :" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7 msgid "" "The *Invoice what is ordered* rule is used as the default mode in Odoo " "*Sales*, which means customers are invoiced once the sales order is " "confirmed." msgstr "" "La règle *Facturer les produits commandés* est utilisée par défaut dans Odoo" " *Ventes*, ce qui signifie que les clients sont facturés une fois que le bon" " de commande est confirmé." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9 msgid "" "The *Invoice what is delivered* rule invoices customers once the delivery is" " done. This rule is often used for businesses that sell materials, liquids, " "or food in large quantities. In these cases, the ordered quantity may differ" " slightly from the delivered quantity, making it preferable to invoice the " "quantity actually delivered." msgstr "" "La règle *Facturer les produits livrés* facture les clients une fois que la " "livraison est effectuée. Cette règle est souvent utilisée pour les " "entreprises qui vendent des matériaux, des liquides ou des denrées " "alimentaires en grande quantité. Dans ces cas, la quantité commandée peut " "différer légèrement de la quantité livrée et il est donc préférable de " "facturer la quantité effectivement livrée." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "" "Le fait de pouvoir disposer de différentes options de facturation offre une " "plus grande flexibilité." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "Fonctionnalités de la politique de facturation" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19 msgid "" "To activate the necessary invoicing policy features, go to " ":menuselection:`Sales app --> Configuration --> Settings`, and under the " ":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: " ":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is " "delivered`." msgstr "" "Pour activer les fonctionnalités nécessaires de la politique de facturation," " allez à l'application :menuselection:`Ventes --> Configuration --> " "Paramètres`, et dans la section :guilabel:`Facturation`, sélectionnez une " "règle de :guilabel:`Politique de facturation` : :guilabel:`Facturer les " "produits commandés` ou :guilabel:`Facturer les produits livrés`." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "Choisir une politique de facturation dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29 msgid "" "If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** " "possible to activate the :guilabel:`Automatic Invoice` feature, which " "automatically generates invoices when an online payment is confirmed." msgstr "" "Si vous choisissez la règle :guilabel:`Facturer les produits livrés`, il " "n'est **pas** possible d'activer la fonctionnalité :guilabel:`Facture " "automatique`, qui permet de générer automatiquement des factures une fois " "qu'un paiement en ligne est confirmé." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "Politique de facturation sur la fiche du produit" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36 msgid "" "On any product page, via the :menuselection:`Sales app --> Products --> " "Products dashboard`, locate the :guilabel:`Invoicing Policy` option located " "under the :guilabel:`General Information` tab. It can be changed manually " "using the drop-down menu." msgstr "" "Sur n'importe quelle page de produit, via l'application " ":menuselection:`Ventes --> Produits --> Tableau de bord des produits`, " "trouver l'option :guilabel:`Politique de facturation` dans l'onglet " ":guilabel:`Informations générales`. Il est possible de la modifier " "manuellement à l'aide du menu déroulant." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "" "Comment modifier votre politique de facturation sur une fiche de produit " "dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "Impact sur le flux des ventes" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47 msgid "" "In Odoo *Sales*, the basic sales flow starts with the creation of a " "quotation. Then, that quotation is sent to a customer. Next, it needs to be " "confirmed, which turns the quotation into a sales order. This, in turn, " "creates an invoice." msgstr "" "Dans Odoo *Ventes*, le flux de vente de base commence par la création d'un " "devis. Ce devis est ensuite envoyé au client. Il doit alors être confirmé, " "ce qui transforme le devis en bon de commande. Ce dernier crée à son tour " "une facture." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51 msgid "" "The following is a breakdown of how invoicing policy rules impact the " "aforementioned sales flow:" msgstr "" "Voici une analyse de l'impact des règles de politique de facturation sur un " "flux de vente :" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53 msgid "" ":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An " "invoice is created as soon as a sale is confirmed." msgstr "" ":guilabel:`Facturer les produits commandés` : Aucun impact sur le flux de " "vente de base. Une facture est créée dès qu'une vente est confirmée." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55 msgid "" ":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because " "the delivered quantity needs to be manually entered on the sales order. Or, " "the *Inventory* app can be installed and used to confirm the delivered " "quantity before creating an invoice with the *Sales* app." msgstr "" ":guilabel:`Facturer les produits livrés` : Impact mineur sur le flux de " "vente, car la quantité livrée doit être saisie manuellement sur le bon de " "commande. Toutefois, vous pouvez installer et utiliser l'application " "*Inventaire* pour confirmer la quantité livrée avant de créer une facture " "avec l'application *Ventes*." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60 msgid "" "If a user attempts to create an invoice without validating the delivered " "quantity, the following error message appears: :guilabel:`There is no " "invoiceable line. If a product has a Delivered quantities invoicing policy, " "please make sure that a quantity has been delivered.`" msgstr "" "Si un utilisateur tente de créer une facture sans valider la quantité " "livrée, le message d'erreur suivant apparaît : :guilabel:`Il n'y a aucune " "ligne facturable. Si un produit a une politique de facturation basée sur les" " quantités livrées, veuillez vous assurer qu'une quantité a été livrée.`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "" "Si la politique de facturation basée sur les quantités livrées est choisie, " "assurez-vous qu'une quantité a été livrée." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69 msgid "" "Once a quotation is confirmed, and the status changes from " ":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and " "invoiced quantities are available to view, directly from the sales order. " "This is true for both invoicing policy rule options." msgstr "" "Une fois qu'un devis est confirmé et que le statut passe de :guilabel:`Devis" " envoyé` à :guilabel:`Bon de commande`, vous pouvez voir les quantités " "livrées et facturées directement à partir du bon de commande. C'est vrai " "pour les deux options de règles de politique de facturation." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "Comment voir vos quantités livrées et facturées dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77 msgid "" "Odoo automatically adds the quantities to the invoice, both " ":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial " "delivery, when the quotation is confirmed." msgstr "" "Odoo ajoute automatiquement les quantités à la facture, à la fois les " "quantités :guilabel:`livrées` et :guilabel:`facturées`, même s'il s'agit " "d'une livraison partielle, lorsque le devis est confirmé." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80 msgid "" "Finally, there are a few different options to create an invoice: " ":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or " ":guilabel:`Down payment (fixed amount)`." msgstr "" "Enfin, il existe différentes options pour créer une facture : " ":guilabel:`Facture normale`, :guilabel:`Acompte (pourcentage)` ou " ":guilabel:`Acompte (montant fixe)`." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84 msgid "" "Be sure to check out the documentation explaining down payment options to " "learn more: :doc:`/applications/sales/sales/invoicing/down_payment`" msgstr "" "Pour en savoir plus, consultez la documentation expliquant les options " "d'acompte : :doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "Facturer les jalons d'un projet" #: ../../content/applications/sales/sales/invoicing/milestone.rst:5 msgid "" "Invoicing based on project milestones can be used for expensive or large-" "scale projects. The series of milestones in a project represent a clear " "sequence of work that will inevitably result in the completion of a project " "and/or contract." msgstr "" "La facturation basée sur les jalons d'un projet peut être utilisée pour les " "projets coûteux ou de grande envergure. La série de jalons d'un projet " "représente une séquence claire de travail qui aboutira inévitablement à " "l'achèvement d'un projet et/ou d'un contrat." #: ../../content/applications/sales/sales/invoicing/milestone.rst:9 msgid "" "This method of invoicing ensures the company gets a consistent flow of money" " throughout the lifetime of the project. Customers can closely monitor every" " phase of the project's development as it happens, in addition to paying a " "large bill in several installments, instead of all at once." msgstr "" "Cette méthode de facturation garantit à l'entreprise un flux d'argent " "constant tout au long du projet. Les clients peuvent suivre de près chaque " "phrase du développement du projet au fur et à mesure qu'il se déroule, en " "plus de payer une facture importante en plusieurs fois, plutôt qu'en une " "seule fois." #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "Créer des produits de jalon" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "" "In Odoo, each milestone of a project is considered as an individual product." msgstr "" "Dans Odoo, chaque jalon d'un projet est considéré comme un produit " "individuel." #: ../../content/applications/sales/sales/invoicing/milestone.rst:18 msgid "" "To create and/or configure products to work like this, first navigate to " ":menuselection:`Sales app --> Products --> Products`. Then, click on a " "product, or create a new one by clicking :guilabel:`New`." msgstr "" "Pour créer et/ou configurer les produits, allez d'abord à l'application " ":menuselection:`Ventes --> Produits --> Produits`. Puis cliquez sur un " "produit ou créez-en un nouveau en cliquant sur :guilabel:`Nouveau`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:22 msgid "" "The option to invoice based on milestones is only available for certain " "product types." msgstr "" "L'option de facturer sur la base des jalons n'est disponible que pour " "certains types de produits." #: ../../content/applications/sales/sales/invoicing/milestone.rst:24 msgid "" "On the product form, under the :guilabel:`General Information` tab, the " ":guilabel:`Product Type` field *must* be set on any of the following " "options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event " "Booth`, or :guilabel:`Course`." msgstr "" "Sur le formulaire du produit, dans l'onglet :guilabel:`Informations " "générales` le champ :guilabel:`Type de produit` *doit* être défini sur l'une" " des options suivantes : :guilabel:`Service`, :guilabel:`Ticket " "d'événement`, :guilabel:`Stand d'événement`, ou :guilabel:`Cours`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoicing policy field drop-down menu with options on product form." msgstr "" "Le menu déroulant du champ Politique de facturation et ses options sur le " "formulaire du produit." #: ../../content/applications/sales/sales/invoicing/milestone.rst:32 msgid "" "With any of those :guilabel:`Product Type` options selected, choose " ":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-" "down menu." msgstr "" "Si l'un de ces :guilabel:`Types de produit` est sélectionné, choisissez " ":guilabel:`Basé sur les jalons` dans le menu déroulant :guilabel:`Politique " "de facturation`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:39 msgid "Beneath that is the :guilabel:`Create on Order` field." msgstr "En dessous se trouve le champ :guilabel:`Créer à la commande`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:41 msgid "" "To ensure workflows are as seamless as possible, it is recommended that an " "option in the :guilabel:`Create on Order` field is selected." msgstr "" "Pour assurer que les flux de travail soient aussi transparents que possible," " il est recommandé de sélectionner une option dans le champ :guilabel:`Créer" " à la commande`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:45 msgid "" "Leaving it on the default :guilabel:`Nothing` option won't negatively affect" " the desired workflow. However, a project *must* then be created directly " "from a sales order form with that specific product. Once a project is " "created *then* milestones and tasks can be created and configured." msgstr "" "Le fait de laisser l'option :guilabel:`Rien` par défaut n'aura pas " "d'incidence négative sur le flux de travail souhaité. Cependant, un projet " "*doit* être créé directement à partir d'une commande avec ce produit " "spécifique. Une fois qu'un produit est créé, les jalons et les tâches " "peuvent être créés et configurés *par la suite*." #: ../../content/applications/sales/sales/invoicing/milestone.rst:50 msgid "" "When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` " "is clicked, a drop-down menu is revealed with the following options:" msgstr "" "Lorsque vous cliquez sur l'option par défaut :guilabel:`Rien` dans le champ " ":guilabel:`Créer à la commande Order`, un menu déroulant s'affiche et " "propose les options suivantes :" #: ../../content/applications/sales/sales/invoicing/milestone.rst:53 msgid "" ":guilabel:`Task`: Odoo creates a task related to this milestone product in " "the *Projects* app when this specific product is ordered." msgstr "" ":guilabel:`Tâche` : Odoo crée une tâche associée à ce produit de jalon dans " "l'application *Projets* lorsque ce produit spécifique est commandé." #: ../../content/applications/sales/sales/invoicing/milestone.rst:55 msgid "" ":guilabel:`Project \\& Task`: Odoo creates a project and task related to " "this milestone product in the *Projects* app when this specific product is " "ordered." msgstr "" ":guilabel:`Projet \\& Tâche` : Odoo crée un projet et une tâche associés à " "ce projet de jalon dans l'application *Projets* lorsque ce produit " "spécifique est commandé." #: ../../content/applications/sales/sales/invoicing/milestone.rst:57 msgid "" ":guilabel:`Project`: Odoo creates a project related to this milestone " "product in the *Projects* app when this specific product is ordered." msgstr "" ":guilabel:`Projet` : Odoo crée un projet associé à ce produit de jalon dans " "l'application *Projets* lorsque ce produit spécifique est commandé." #: ../../content/applications/sales/sales/invoicing/milestone.rst:60 msgid "" "When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In " "this field, select to which existing project in the *Projects* app this " "created task should be connected." msgstr "" "Lorsque vous sélectionnez :guilabel:`Tâche`, un champ :guilabel:`Projet` " "apparaît. Dans ce champ, sélectionnez à quel projet existant dans " "l'application *Projets* cette tâche créée doit être liée. " #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project field appears when the Task option is selected in Create on " "Order field." msgstr "" "Le champ Projet apparaît lorsque l'option Tâche est choisie dans le champ " "Créer à la commande." #: ../../content/applications/sales/sales/invoicing/milestone.rst:67 msgid "" "When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two " "new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace " "Template`." msgstr "" "Lorsque vous sélectionnez :guilabel:`Projet \\& Tâche` ou " ":guilabel:`Projet`, deux nouveaux champs apparaissent : :guilabel:`Modèle de" " projet` et :guilabel:`Modèle d'espace de travail`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project template and workspace template fields that appear on milestone " "product." msgstr "" "Les champs Modèle de projet et Modèle d'espace de travail qui apparaissent " "sur le projet de jalon." #: ../../content/applications/sales/sales/invoicing/milestone.rst:74 msgid "" "The :guilabel:`Project Template` field provides template options to use for " "the project that will be created when this specific product is ordered." msgstr "" "Le champ :guilabel:`Modèle de projet` fournit des options de modèle à " "utiliser pour le projet qui sera créé lorsque ce produit spécifique est " "commandé." #: ../../content/applications/sales/sales/invoicing/milestone.rst:77 msgid "" "The :guilabel:`Workspace Template` field provides template options to use " "for the workspace (for the *Documents* app, not the *Projects* app) that " "will be automatically generated for the project when this specific product " "is ordered." msgstr "" "Le champ :guilabel:`Modèle d'espace de travail` fournit des options de " "modèle à utiliser pour l'espace de travail (pour l'application *Documents* " "et non l'application *Projets*) qui sera automatiquement généré pour le " "projet lorsque ce produit spécifique est commandé." #: ../../content/applications/sales/sales/invoicing/milestone.rst:82 msgid "" "For organizational purposes, click the :guilabel:`Sales` tab on the product " "form, and enter a custom 'Milestone' related descriptor in the " ":guilabel:`Sales Description` field. This information appears in the " ":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the " "sales order." msgstr "" "Pour des raisons d'organisation, cliquez sur l'onglet :guilabel:`Ventes` sur" " le formulaire du produit et saisissez une description du 'Jalon' dans le " "champ :guilabel:`Description vente`. Ces informations apparaissent dans la " "colonne :guilabel:`Description` de l'onglet :guilabel:`Lignes de commande` " "de la commande." #: ../../content/applications/sales/sales/invoicing/milestone.rst:87 msgid "" "Or, directly edit/modify the :guilabel:`Description` field on the " ":guilabel:`Order Lines` tab of the sales order." msgstr "" "Ou, modifiez directement le champ :guilabel:`Description` de l'onglet " ":guilabel:`Lignes de commande` de la commande." #: ../../content/applications/sales/sales/invoicing/milestone.rst:90 msgid "This is *not* a requirement." msgstr "Ceci n'est *pas* obligatoire." #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "Facturer des jalons" #: ../../content/applications/sales/sales/invoicing/milestone.rst:96 msgid "" "The following flow features a trio of milestone products that have " ":guilabel:`Service` set as their :guilabel:`Product Type`, and " ":guilabel:`Task` set on their :guilabel:`Create on Order` field." msgstr "" "Le flux suivant présente un trio de produits de jalon qui dont le " ":guilabel:`Type de produit` est :guilabel:`Service` et le champ " ":guilabel:`Créer à la commande` est défini sur :guilabel:`Tâche`. " #: ../../content/applications/sales/sales/invoicing/milestone.rst:0 msgid "" "Product with Service \"Product Type\" and \"Task\" in the Create on Order " "field on form." msgstr "" "Produit avec le \"Type de produit\" Service et le champ Créer à la commande " "défini sur \"Tâche\"." #: ../../content/applications/sales/sales/invoicing/milestone.rst:104 msgid "" "Those tasks are then attached to a pre-existing :guilabel:`Project`, which, " "in this case, is titled, :guilabel:`Rebranding Projects`." msgstr "" "Ces tâches sont alors associées à un :guilabel:`Projet` préexistant, qui, " "dans ce cas, s'intitule :guilabel:`Projets de rebranding`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:107 msgid "" "To invoice milestones, create a sales order with the milestone product(s). " "To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a " "blank quotation form." msgstr "" "Pour facturer les jalons, créez une commande avec le ou les produits de " "jalon. Pour ce faire, allez à l'application :menuselection:`Ventes --> " "Nouveau`. Cette opération fait apparaître un formulaire de devis vierge." #: ../../content/applications/sales/sales/invoicing/milestone.rst:110 msgid "" "From this quotation form, add a :guilabel:`Customer`. Then, click " ":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the " "milestone product(s) to the :guilabel:`Order Lines` tab." msgstr "" "Dans ce formulaire de devis, ajoutez un :guilabel:`Client`. Puis cliquez sur" " :guilabel:`Ajouter un produit` dans l'onglet :guilabel:`Lignes de " "commande`. Ajoutez ensuite le ou les produits de jalon dans l'onglet " ":guilabel:`Lignes de commande`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:113 msgid "" "Once the corresponding milestone product(s) have been added, click " ":guilabel:`Confirm` to confirm the order, which turns the quotation into a " "sales order." msgstr "" "Une fois que le ou les produits de jalon correspondants ont été ajoutés, " "cliquez sur :guilabel:`Confirmer` pour confirmer la commande, ce qui " "transforme le devis en commande." #: ../../content/applications/sales/sales/invoicing/milestone.rst:116 msgid "" "When the order is confirmed, new smart buttons appear at the top of the " "sales order based on what was selected in the :guilabel:`Create on Order` " "field on the product form." msgstr "" "Lorsque la commande est confirmée, de nouveaux boutons intelligents " "apparaissent en haut de la commande en fonction de ce qui a été sélectionné " "dans le champ :guilabel:`Créer à la commande` sur le formulaire du produit." #: ../../content/applications/sales/sales/invoicing/milestone.rst:119 msgid "" "From the sales order, click the :guilabel:`Milestones` smart button. Doing " "so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add" " milestones." msgstr "" "À partir de la commande, cliquez sur le bouton intelligent " ":guilabel:`Jalons`. Cette opération fait apparaître une page " ":guilabel:`Jalons` vierge. Cliquez sur :guilabel:`Nouveau` pour ajouter des " "jalons." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "Adding milestones to a sales order with milestone products." msgstr "Ajout de jalons à une commande avec des produits de jalon." #: ../../content/applications/sales/sales/invoicing/milestone.rst:126 msgid "" "Enter a :guilabel:`Name` for the milestone. Next, apply it to the " "corresponding :guilabel:`Sales Order Item`. Lastly, assign a " ":guilabel:`Deadline` to the milestone, if desired." msgstr "" "Donnez un :guilabel:`Nom` au jalon. Ensuite, appliquez-le à " "l':guilabel:`Article de commande` correspondant. Enfin, attribuez une " ":guilabel:`Date limite` au jalon, si vous le souhaitez." #: ../../content/applications/sales/sales/invoicing/milestone.rst:129 msgid "Repeat that process for all milestone sales order items." msgstr "Répétez ce processus pour tous les articles de commande." #: ../../content/applications/sales/sales/invoicing/milestone.rst:131 msgid "" "Then, return to the sales order, via the breadcrumbs. From the sales order, " "click the :guilabel:`Tasks` smart button. Doing so reveals a " ":guilabel:`Tasks` page with a task for each sales order item with that " "option designated in the :guilabel:`Create on Order` field." msgstr "" "Retournez ensuite à la commande via le fil d'Ariane. À partir de la " "commande, cliquez sur le bouton intelligent, :guilabel:`Tâches`. Cette " "opération fait apparaître une page :guilabel:`Tâches` avec une tache pour " "chaque article de commande dont l’option est désignée dans le champ " ":guilabel:`Créer à la commande`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "Sample tasks page accessed via the smart button from a sales order with " "milestone products." msgstr "" "Exemple de page de tâches accessible via le bouton intelligent à partir " "d'une commande avec des produits de jalon." #: ../../content/applications/sales/sales/invoicing/milestone.rst:139 msgid "" "To manually assign a configured milestone to a task, click the desired task," " which reveals the task form. On the task form, select the appropriate " "milestone to which this task should be connected, in the " ":guilabel:`Milestone` field." msgstr "" "Pour assigner manuellement un jalon configuré à une tâche, cliquez sur la " "tâche souhaitée, ce qui fait apparaître son formulaire. Sur le formulaire, " "sélectionnez le jalon approprié auquel cette tâche doit être associée, dans " "le champ :guilabel:`Jalon`. " #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The milestone field on the task form when dealing with milestone products in" " Odoo Sales." msgstr "" "Le champ Jalon sur le formulaire lorsqu'il s'agit de produits de jalon dans " "Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/milestone.rst:147 msgid "Repeat this process for all milestone tasks." msgstr "Répétez ce processus pour toutes les tâches de jalon." #: ../../content/applications/sales/sales/invoicing/milestone.rst:149 msgid "" "With those tasks properly configured, employees log in their progress as " "they work on the task, in addition to adding any notes related to the task." msgstr "" "Une fois ces tâches correctement configurées, les employés enregistrent leur" " progression au fur et à mesure qu'ils travaillent sur la tâche, en plus " "d'ajouter toutes les notes liées à la tâche." #: ../../content/applications/sales/sales/invoicing/milestone.rst:152 msgid "" "Then, when that task is complete, that means that milestone has been " "reached. At that point, it is time to invoice that milestone." msgstr "" "Ensuite, lorsque cette tâche est terminée, cela signifie que le jalon a été " "atteint. Il est alors temps de facturer ce jalon." #: ../../content/applications/sales/sales/invoicing/milestone.rst:155 msgid "" "To invoice a milestone, first return to the sales order — either via the " "breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders " "--> Orders` and picking the appropriate sales order." msgstr "" "Pour facturer un jalon, retournez d'abord à la commande — soit via le fil " "d'Ariane, soit en allant à l'application :menuselection:`Ventes --> " "Commandes --> Commandes` et choisissez la commande appropriée." #: ../../content/applications/sales/sales/invoicing/milestone.rst:159 msgid "" "Back on the sales order form, click the :guilabel:`Milestones` smart button," " and check the box in the :guilabel:`Reached` column for that particular " "task." msgstr "" "De retour sur le formulaire de commande, cliquez sur le bouton intelligent " ":guilabel:`Jalons` et cochez la case dans la colonne :guilabel:`Atteint` " "pour cette tâche en particulier. " #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "What it looks like to mark a milestone as reached via the milestone smart " "button." msgstr "" "A quoi ressemble le marquage d'un jalon comme atteint via le bouton " "intelligent jalons." #: ../../content/applications/sales/sales/invoicing/milestone.rst:166 msgid "" "Next, return to the sales order — either by clicking :guilabel:`View Sales " "Order` on the :guilabel:`Milestones` page, or via the breadcrumb links." msgstr "" "Ensuite, retournez à la commande — soit en cliquant sur :guilabel:`Afficher " "le bon de commande` sur la page des :guilabel:`Jalons`, soit via le fil " "d'Ariane." #: ../../content/applications/sales/sales/invoicing/milestone.rst:169 msgid "" "Back on the sales order, the line item for the milestone that's been reached" " has its :guilabel:`Delivered` column filled. That's because the milestone " "has been reached, and therefore delivered." msgstr "" "De retour sur la commande, la colonne :guilabel:`Livré` est rempli pour la " "ligne correspondant au jalon. C'est parce que le jalon a été atteint, et " "donc livré." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A milestone product that's been reached marked as delivered on the sales " "order in Odoo." msgstr "" "Un produit de jalon qui a été atteint, marqué comme livré sur la commande " "dans Odoo." #: ../../content/applications/sales/sales/invoicing/milestone.rst:177 msgid "" "Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals " "a :guilabel:`Create invoices` pop-up window." msgstr "" "Cliquez sur :guilabel:`Créer une facture` dans le coin supérieur gauche, ce " "qui fait apparaître une fenêtre contextuelle :guilabel:`Créer les factures`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The create invoices pop-up window that appears when create invoice button is" " clicked." msgstr "" "La fenêtre contextuelle permettant de créer des factures qui s'affiche " "lorsque vous cliquez sur le bouton Créer une facture." #: ../../content/applications/sales/sales/invoicing/milestone.rst:184 msgid "" "On the :guilabel:`Create invoices` pop-up window, leave the " ":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`" " selection, and click the :guilabel:`Create Draft Invoice` button." msgstr "" "Dans la fenêtre contextuelle :guilabel:`Créer les factures`, laissez " "l'option :guilabel:`Créer une facture` sur la sélection :guilabel:`Facture " "normale` par défaut et cliquez sur le bouton :guilabel:`Créer une facture " "brouillon`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:188 msgid "" "Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the " ":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in" " the :guilabel:`Invoice Lines` tab." msgstr "" "Lorsque vous cliquez sur :guilabel:`Créer une facture brouillon`, Odoo ouvre" " la :guilabel:`Facture client brouillon`, ne montrant *que* ce jalon atteint" " dans l'onglet :guilabel:`Lignes de facture`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A customer invoice draft showing only the milestone product that's been " "reached." msgstr "" "Une facture client brouillon qui ne montre que le produit de jalon qui a été" " atteint." #: ../../content/applications/sales/sales/invoicing/milestone.rst:195 msgid "" "From this invoice page, click the :guilabel:`Confirm` button to confirm the " "invoice. Then, when the customer has paid for this milestone, click " ":guilabel:`Register Payment`." msgstr "" "Sur cette page de facture, cliquez sur le bouton :guilabel:`Confirmer` pour " "confirmer la facture. Ensuite, lorsque le client a payé ce jalon, cliquez " "sur :guilabel:`Enregistrer un paiement`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:198 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears." msgstr "" "Une fois que vous avez cliqué sur :guilabel:`Enregistrer un paiement`, une " "fenêtre contextuelle :guilabel:`Enregistrer un paiement` s'affiche." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Register Payment pop-up window that appears when Register Payment is " "clicked." msgstr "" "La fenêtre contextuelle permettant d'enregistrer un paiement qui s'affiche " "lorsque vous cliquez sur Enregistrer un paiement." #: ../../content/applications/sales/sales/invoicing/milestone.rst:204 msgid "" "On this pop-up window, confirm the accuracy of the auto-populated fields, " "then click :guilabel:`Create Payment`." msgstr "" "Dans cette fenêtre contextuelle, vérifiez les champs qui se sont remplis " "automatiquement, puis cliquez sur :guilabel:`Créer un paiement`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:207 msgid "" "When clicked, the pop-up window disappears, and Odoo returns to the invoice " "for that milestone, which now has a green :guilabel:`In Payment` banner in " "the upper-right corner. This banner signifies the invoice has been paid." msgstr "" "Lorsque vous cliquez dessus, la fenêtre contextuelle disparaît et Odoo " "revient à la facture de ce jalon, pour laquelle s'affiche désormais une " "bannière verte :guilabel:`En paiement` dans le coin supérieur droit. Cette " "bannière signifie que la facture a été payée. " #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "An invoice with a milestone product that has been paid with an In Payment " "banner." msgstr "" "Une facture avec un produit de jalon qui a été payé avec une bannière En " "paiement." #: ../../content/applications/sales/sales/invoicing/milestone.rst:215 msgid "" "Then, return to the sales order, via the breadcrumb links. Back on the sales" " order, in the :guilabel:`Order Lines` tab, the reached milestone that's " "been invoiced and paid for, now has its :guilabel:`Invoiced` column filled." msgstr "" "Retournez ensuite à la commande via le fil d'Ariane. De retour sur la " "commande, dans l'onglet :guilabel:`Lignes de commande`, le jalon atteint qui" " a été facturé et payé, a désormais sa colonne :guilabel:`Facturé` remplie." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Invoiced column of a milestone product that's been paid for is filled." msgstr "La colonne Facturé d'un produit de jalon qui a été payé est remplie." #: ../../content/applications/sales/sales/invoicing/milestone.rst:223 msgid "" "There is also a new :guilabel:`Invoices` smart button at the top of the " "sales order. Clicking that reveals all the invoices that are connected to " "this sales order." msgstr "" "Il y a également un nouveau bouton intelligent :guilabel:`Factures` en haut " "de la commande. En cliquant sur ce bouton, toutes les factures associées à " "cette commande s'affichent. " #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoices smart button that appears at the top of a sales order with " "milestones." msgstr "" "Le bouton intelligent Factures qui s'affiche en haut de la commande avec des" " jalons." #: ../../content/applications/sales/sales/invoicing/milestone.rst:230 msgid "" "Simply repeat the above process for each milestone as it is worked on, and " "subsequently, completed." msgstr "" "Il suffit de répéter le processus susmentionné pour chaque jalon au fur et à" " mesure qu'il est travaillé, puis achevé." #: ../../content/applications/sales/sales/invoicing/milestone.rst:232 msgid "" "Continue that process until the entire project has been completed, each " "milestone has been invoiced, and the entire order has been paid for in full." msgstr "" "Poursuivez ce processus jusqu'à ce que l'ensemble du projet soit achevé, que" " chaque étape ait été facturée et que la commande ait été entièrement payée." #: ../../content/applications/sales/sales/invoicing/milestone.rst:237 msgid ":doc:`proforma`" msgstr ":doc:`proforma`" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "Factures pro forma" #: ../../content/applications/sales/sales/invoicing/proforma.rst:5 msgid "" "A *pro-forma invoice* is an abridged or estimated invoice sent in advance of" " a delivery of goods. It notes the kind and quantity of goods, their value, " "and other important information, such as weight and transportation charges." msgstr "" "Une *facture pro forma* est une facture abrégée ou estimée envoyée avant la " "livraison des marchandises. Elle indique la nature et la quantité des " "marchandises, leur valeur et d'autres informations importantes, telles que " "le poids et les frais de transport." #: ../../content/applications/sales/sales/invoicing/proforma.rst:9 msgid "" "Pro-forma invoices are commonly used as preliminary invoices with a " "quotation. They are also used during importation for customs purposes. They " "differ from a normal invoice, in that they are *not* a demand (or request) " "for payment." msgstr "" "Les factures pro forma sont généralement utilisées comme factures " "préliminaires à un devis. Elles sont également utilisées lors de " "l'importation à des fins douanières. Elles diffèrent d'une facture normale " "en ce sens qu'elles ne constituent *pas* une demande (ou requête) de " "paiement." #: ../../content/applications/sales/sales/invoicing/proforma.rst:16 msgid "" "In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature " "**must** be activated." msgstr "" "Pour utiliser les factures pro forma, la fonctionnalité *Facture pro forma* " "**doit** être activée." #: ../../content/applications/sales/sales/invoicing/proforma.rst:18 msgid "" "To enable this feature, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` " "section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, " "click :guilabel:`Save` to save all changes." msgstr "" "Pour activer cette fonctionnalité, allez à l'application " ":menuselection:`Ventes --> Configuration --> Paramètres`, et dans la section" " :guilabel:`Devis \\& Commandes`, cochez la case à côté de l'option " ":guilabel:`Facture pro forma`. Cliquez ensuite sur :guilabel:`Enregistrer` " "pour enregistrer tous les changements." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "" "La fonctionnalité de facture pro forma dans l'application Ventes d'Odoo." #: ../../content/applications/sales/sales/invoicing/proforma.rst:27 msgid "Send pro-forma invoice" msgstr "Envoyer une facture pro forma" #: ../../content/applications/sales/sales/invoicing/proforma.rst:29 msgid "" "With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send" " a pro-forma invoice is now available on any quotation or sales order, via " "the :guilabel:`Send Pro-Forma Invoice` button." msgstr "" "Une fois que la fonctionnalité :guilabel:`Facture pro forma` est activée, " "l'option d'envoyer une facture pro forma est désormais disponible sur tous " "les devis ou commandes clients, en cliquant sur le bouton :guilabel:`Envoyer" " la facture pro forma`." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "" "Le bouton Envoyer la facture pro forma sur une commande typique dans Odoo " "Ventes." #: ../../content/applications/sales/sales/invoicing/proforma.rst:37 msgid "" "Pro-forma invoices can **not** be sent for a sales order or quotation if an " "invoice for a down payment has already been sent, or for a recurring " "subscription." msgstr "" "Il n'est **pas** possible d'envoyer des factures pro forma pour une commande" " ou un devis si une facture d'acompte a déjà été envoyée, ou pour un " "abonnement récurrent." #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** " "appear." msgstr "" "Dans les deux cas, le bouton :guilabel:`Envoyer une facture pro forma` " "n'apparaît **pas**." #: ../../content/applications/sales/sales/invoicing/proforma.rst:42 msgid "" "However, pro-forma invoices **can** be sent for services, event " "registrations, courses, and/or new subscriptions. Pro-forma invoices are not" " limited to physical, consumable, or storable goods." msgstr "" "Toutefois, des factures pro forma **peuvent** être envoyées pour des " "services, inscriptions à des événements, cours et/ou nouveaux abonnements. " "Les factures pro forme ne sont pas limitées aux biens physiques, " "consommables ou stockables." #: ../../content/applications/sales/sales/invoicing/proforma.rst:45 msgid "" "When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up " "window appears, from which an email can be sent." msgstr "" "Lorsque vous cliquez sur le bouton :guilabel:`Envoyer une facture pro " "forma`, une fenêtre contextuelle s'ouvre, à partir de laquelle vous pouvez " "envoyer un email." #: ../../content/applications/sales/sales/invoicing/proforma.rst:48 msgid "" "In the pop-up window, the :guilabel:`Recipients` field is auto-populated " "with the customer from the sales order or quotation. The :guilabel:`Subject`" " field and the body of the email can be modified, if necessary." msgstr "" "Dans la fenêtre contextuelle, le champ :guilabel:`Destinataires` est " "automatiquement rempli avec le client de la commande ou du devis. Le champ " ":guilabel:`Objet` et le corps de l'email peuvent être modifiés si " "nécessaire." #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "" "The pro-forma invoice is automatically added as an attachment to the email." msgstr "" "La facture pro forma est automatiquement ajoutée en tant que pièce jointe à " "l'email." #: ../../content/applications/sales/sales/invoicing/proforma.rst:54 msgid "" "When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with" " the attached pro-forma invoice, to the customer." msgstr "" "Quand l'email est prêt, cliquez sur :guilabel:`Envoyer` et Odoo envoie " "l'email instantanément avec la facture pro forma en pièce jointe au client." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The email pop-up window that appears with pro-forma invoice attached in Odoo" " Sales." msgstr "" "La fenêtre contextuelle de l'email apparaît avec la facture pro forma en " "pièce jointe dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/proforma.rst:62 msgid "" "To preview what the pro-forma invoice looks like, click on the PDF at the " "bottom of the email pop-up window *before* clicking :guilabel:`Send`. When " "clicked, the pro-forma invoice is downloaded instantly. Open that PDF to " "view (and review) the pro-forma invoice." msgstr "" "Pour avoir un aperçu de la facture pro forma, cliquez sur le PDF en bas de " "la fenêtre contextuelle d'email *avant* de cliquer sur :guilabel:`Envoyer`. " "Lorsque vous cliquez sur ce bouton, la facture pro forma est immédiatement " "téléchargée. Ouvrez ce PDF pour voir (et réviser) la facture pro forma." #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "Exemple d'une facture pro forma au format PDF dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "Facturation basée sur le temps et les matériaux " #: ../../content/applications/sales/sales/invoicing/time_materials.rst:5 msgid "" "Invoicing based on time and/or materials is typically used when accurately " "estimating the size of a project isn't possible, or when the requirements of" " a project may change." msgstr "" "La facturation basée sur le temps et/ou les matériaux est généralement " "utilisée lorsqu'il n'est pas possible d'estimer avec précision la taille " "d'un projet ou lorsque les exigences d'un projet sont susceptibles de " "changer." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:8 msgid "" "This is different from a fixed-price contract, when a customer agrees to pay" " a specified total for the fulfillment of the contract---no matter what " "needs to be paid to the employees, sub-contractors, vendors, suppliers, and " "so on." msgstr "" "Cela diffère d'un contrat à prix fixe, lorsqu'un client accepte de payer un " "montant total spécifié pour l'exécution du contrat---sans tenir compte de ce" " qui doit être payé aux employés, aux sous-traitants, aux vendeurs, aux " "fournisseurs, etc." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:12 msgid "" "The Odoo *Sales* app can invoice for time and various other expenses (e.g. " "transport, lodging), as well as purchases needed to fulfill an order." msgstr "" "L'application Odoo *Ventes* peut facturer le temps et diverses autres " "dépenses (par ex. le transport, l'hébergement), ainsi que les achats " "nécessaires à l'exécution d'une commande." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "Configuration de l'application et des paramètres" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:18 msgid "" "First, in order to accurately keep track of the progress of a project, the " "Odoo *Project* and *Accounting* apps **must** be installed." msgstr "" "Tout d'abord, afin de suivre avec précision la progression d'un projet, les " "applications Odoo *Projet* et *Comptabilité* **doivent** être installées." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:21 msgid "" "To install the *Project* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Project` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " "*Project* app is now available to access." msgstr "" "Pour installer l'application *Projet*, allez au :menuselection:`tableau de " "bord principal d'Odoo --> Apps`. Ensuite, sur la page des :guilabel:`Apps`, " "localisez le bloc de l'application :guilabel:`Projet` et cliquez sur " ":guilabel:`Activer`. La page s'actualise automatiquement et revient au " "tableau de bord principal d'Odoo, où il est désormais possible d'accéder à " "l'application *Projet*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "Répétez les mêmes étapes pour installer l'application *Comptabilité*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:28 msgid "" "After installation, click the :guilabel:`Accounting` app icon from the main " "Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`." " On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` " "section, and ensure the box next to :guilabel:`Analytic Accounting` is " "checked." msgstr "" "Après l'installation, cliquez sur l'icône de l'application " ":guilabel:`Comptabilité` dans le tableau de bord principal d'Odoo et allez à" " :menuselection:`Configuration --> Paramètres`. Sur la page des " ":guilabel:`Paramètres`, faites défiler jusqu'à la section " ":guilabel:`Analytique` et cochez la case à côté de la " ":guilabel:`Comptabilité analytique`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How it looks to activate the Analytic Accounting setting in Odoo Accounting " "Setting page." msgstr "" "Présentation de l'activation du paramètre Comptabilité analytique sur la " "page des paramètres d'Odoo Comptabilité." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:37 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:43 msgid "Then, click :guilabel:`Save` to save all changes." msgstr "" "Cliquez ensuite sur :guilabel:`Enregistrer` pour enregistrer tous les " "changements." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:39 msgid "" "Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> " "Configuration --> Settings`. On the :guilabel:`Settings` page, in the " ":guilabel:`Time Management` section, ensure the box beside the " ":guilabel:`Timesheets` feature is checked." msgstr "" "Allez ensuite au :menuselection:`tableau de bord principal d'Odoo --> " "application Projet --> Configuration --> Paramètres`. Sur la page des " ":guilabel:`Paramètres`, dans la section :guilabel:`Gestion du temps`, " "assurez-vous que la case à côté de la fonctionnalité :guilabel:`Feuilles de " "temps` est cochée." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "What the Timesheets feature looks like on the Odoo Project settings page." msgstr "" "Présentation de la fonctionnalité Feuilles de temps sur la page des " "paramètres d'Odoo Projet." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "Configuration du produit service" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:54 msgid "" "With the *Timesheets* feature activated in the *Project* app, it is now " "possible to invoice for time spent on a project, but **only** when the " "following product configurations have been made." msgstr "" "Une fois que la fonctionnalité *Feuilles de temps* est activée dans " "l'application *Projet*, il est désormais possible de facturer le temps passé" " sur un projet, mais **uniquement** lorsque les configurations de produit " "suivantes ont été effectuées." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:58 msgid "" "Invoicing for time spent on a project is **only** possible with products " "that have *Service* set as the *Product Type* on their product form." msgstr "" "La facturation du temps passé sur un projet n'est possible **qu'**avec les " "produits dont le *Type de produit* est *Service*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:61 msgid "" "To configure a service product, first navigate to :menuselection:`Sales app " "--> Products --> Products`. On the :guilabel:`Products` page, select the " "desired service product to be configured, or click :guilabel:`New` to create" " a new product." msgstr "" "Pour configurer un service, allez d'abord l'application " ":menuselection:`Ventes --> Produits --> Produits`. Sur la page des " ":guilabel:`Produits`, sélectionnez le produit de service souhaité à " "configurer ou cliquez sur :guilabel:`Nouveau` pour créer un nouveau produit." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:65 msgid "" "From the product form, in the :guilabel:`General Information` tab, set the " ":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down " "menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based " "on Timesheets`." msgstr "" "Dans le formulaire de produit, dans l'onglet :guilabel:`Informations " "générales`, définissez le :guilabel:`Type de produit` sur " ":guilabel:`Service`. Ouvrez ensuite le menu déroulant dans le champ " ":guilabel:`Politique de facturation` et sélectionnez :guilabel:`Basé sur les" " feuilles de temps`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:69 msgid "" "Next, from the :guilabel:`Create on Order` drop-down menu, select " ":guilabel:`Project \\& Task`. That setting indicates that, when a sales " "order is created with this specific service product, a new project and task " "is created in the *Project* app." msgstr "" "Ensuite, dans le menu déroulant :guilabel:`Créer à la commande`, " "sélectionnez :guilabel:`Projet \\& Tâche`. Ce paramètre indique que, " "lorsqu'une commande est créée avec ce produit de service spécifique, un " "nouveau projet et une nouvelle tâche sont créés dans l'application *Projet*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "The correct settings for Invoicing Policy and Create on Order fields for " "service product." msgstr "" "Les bons paramètres pour les champs Politique de facturation et Créer à la " "commande pour le produit de service." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:78 msgid "" "The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create" " on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing" " project that the task will appear in from :guilabel:`Project` field, which " "only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on " "Order` field." msgstr "" "Il est possible de choisir l'option :guilabel:`Tâche` au lieu du menu " "déroulant :guilabel:`Créer à la commande`. Si vous avez choisi " ":guilabel:`Tâche`, sélectionnez un projet existant dans lequel la tâche sera" " créée dans le champ :guilabel:`Projet`, qui ne s'affiche que lorsque vous " "avez choisi :guilabel:`Tâche` dans le champ :guilabel:`Créer à la commande`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "Ajouter le temps passé à une commande" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:86 msgid "" "After properly configuring a service product with the correct *Invoicing " "Policy* and *Create on Order* options, it is possible to add time spent to a" " sales order." msgstr "" "Après avoir correctement configuré un produit de service avec les options " "*Politique de facturation* et *Créer à la commande*, il est possible " "d'ajouter le temps passé à une commande." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:89 msgid "" "To see that in action, navigate to :menuselection:`Sales app --> New` to " "open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, " "and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and" " select the properly :ref:`configured service product " "` from the drop-down menu." msgstr "" "Pour voir cela en action, allez à l'application :menuselection:`Ventes --> " "Nouveau` pour ouvrir un formulaire de devis vierge. Ensuite, ajoutez un " ":guilabel:`Client` et dans l'onglet :guilabel:`Lignes de commande`, cliquez " "sur :guilabel:`Ajouter un produit`, et sélectionnez le :ref:`produit de " "service correctement configuré `" " dans le menu déroulant." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "" "Ensuite, cliquez sur :guilabel:`Confirmer` pour confirmer la commande." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:96 msgid "" "After confirming the sales order, two smart buttons appear at the top of the" " order form: :guilabel:`Projects` and :guilabel:`Tasks`." msgstr "" "Après avoir confirmé la commande, deux boutons intelligents apparaissent en " "haut du formulaire de commande : :guilabel:`Projets` et :guilabel:`Tâches`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How the Projects and Tasks smart buttons look on a Sales Order in Odoo " "Sales." msgstr "" "La présentation des boutons intelligents Projets et Tâches sur une commande " "dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:103 msgid "" "If the :guilabel:`Projects` smart button is clicked, it reveals the specific" " project related to this sales order. If the :guilabel:`Tasks` smart button " "is clicked, it reveals the specific project task related to this sales " "order. Both are also accessible in the *Project* app." msgstr "" "En cliquant sur le bouton intelligent :guilabel:`Projets`, il affiche le " "projet spécifique lié à cette commande. En cliquant sur le bouton " "intelligent :guilabel:`Tâches`, il affiche la tâche de projet spécifique " "liée à cette commande. Les deux sont également accessibles dans " "l'application *Projet*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:107 msgid "" "In order to add time spent on a sales order, click the :guilabel:`Tasks` " "smart button." msgstr "" "Pour ajouter le temps passé à une commande, cliquez sur le bouton " "intelligent :guilabel:`Tâches`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:109 msgid "" "On the task form, select the :guilabel:`Timesheets` tab. From the " ":guilabel:`Timesheets` tab, employees can be assigned to work on the " "project, and the time they spend working on the task can be added by the " "employees or by the person who created the sales order." msgstr "" "Dans le formulaire des tâches, sélectionnez l'onglet :guilabel:`Feuilles de " "temps`. Dans l'onglet :guilabel:`Feuilles de temps`, les employés peuvent " "être assignés au projet et le temps qu'ils passent à travailler sur la tâche" " peut être ajouté par les employés ou par la personne qui a créé la " "commande." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:113 msgid "" "To add an employee, and the time spent working on the task, click " ":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the " "appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the " "option to add a brief description of the work done during this time in the " ":guilabel:`Description` column, but it's not required." msgstr "" "Pour ajouter un employé et le temps passé à travailler sur la tâche, cliquez" " sur :guilabel:`Ajouter une ligne` dans l'onglet :guilabel:`Feuilles de " "temps`. Ensuite, sélectionnez la bonne :guilabel:`Date` et le bon " ":guilabel:`Employé`. Vous avez également la possibilité d'ajouter une brève " "description du travail effectué pendant cette période dans la colonne " ":guilabel:`Description`, mais ce n'est pas obligatoire." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:118 msgid "" "Lastly, enter the amount of time worked on the task in the :guilabel:`Hours " "Spent` column, and click away to complete that line in the " ":guilabel:`Timesheets` tab." msgstr "" "Enfin, saisissez le temps consacré à la tâche dans la colonne " ":guilabel:`Heures passées` et cliquez à côté pour terminer cette ligne dans " "l'onglet :guilabel:`Feuilles de temps`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:122 msgid "" "The time entered in the :guilabel:`Hours Spent` column is immediately " "reflected in the :guilabel:`Allocated Time` field (located near the top of " "the task form) as a percentage, which reflects how much of the total " "allocated work hours have been done so far." msgstr "" "Le temps saisi dans la colonne :guilabel:`Heures passées` est immédiatement " "reflété dans le champ :guilabel:`Temps alloué` (situé près du haut du " "formulaire de tâche) sous la forme d'un pourcentage, qui reflète la " "proportion du total des heures de travail allouées qui ont été effectuées " "jusqu'à présent. " #: ../../content/applications/sales/sales/invoicing/time_materials.rst:126 msgid "" "That same information is found as numerical hours in the :guilabel:`Hours " "Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the " ":guilabel:`Timesheets` tab." msgstr "" "Ces mêmes informations se retrouvent sous forme d'heures numériques dans les" " champs :guilabel:`Heures passées` et :guilabel:`Heures restantes`, situés " "en bas de l'onglet :guilabel:`Feuilles de temps`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "How the Timesheets tab appears on a task form in Odoo Sales and Odoo " "Project." msgstr "" "La présentation de l'onglet Feuilles de temps sur un formulaire de tâche " "dans Odoo Ventes et Odoo Projet." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:133 msgid "" "Repeat this process for however many employees and hours have been worked on" " the project." msgstr "" "Répétez ce processus pour le nombre d'employés et d'heures travaillées sur " "le projet." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "Facturer le temps passé" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:138 msgid "" "Once all the necessary employees and time spent have been added to the " "project task, return to the sales order to invoice the customer for those " "hours. To do that, either click the :guilabel:`Sales Order` smart button at " "the top of the task form, or return to the sales order via the breadcrumb " "links, located in the upper-left of the screen." msgstr "" "Une fois que tous les employés nécessaires et le temps passé ont été ajoutés" " à la tâche du projet, retournez à la commande pour facturer ces heures au " "client. Pour ce faire, cliquez sur le bouton intelligent " ":guilabel:`Commande` en haut du formulaire de la tâche ou retournez à la " "commande via le fil d'Ariane, situé en haut à gauche de l'écran." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:143 msgid "" "Back on the sales order form, the time that was added to the task is " "reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` " "column) and in the new :guilabel:`Recorded Hours` smart button at the top of" " the sales order." msgstr "" "De retour sur le formulaire de commande, le temps ajouté à la tâche est " "reflété dans l'onglet :guilabel:`Lignes de commande` (dans la colonne " ":guilabel:`Livré`) et dans le nouveau bouton intelligent :guilabel:`Heures " "enregistrées` en haut de la commande." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:147 msgid "" "To invoice the customer for time spent on the project, click " ":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the " ":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create " "Draft Invoice`." msgstr "" "Pour facturer au client le temps passé sur le projet, cliquez sur " ":guilabel:`Créer une facture`, et sélectionnez :guilabel:`Facture normale` " "dans la fenêtre contextuelle :guilabel:`Créer les factures`. Cliquez ensuite" " sur :guilabel:`Créer une facture brouillon`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:151 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all " "the work that's been done in the :guilabel:`Invoice Lines` tab." msgstr "" "Cette opération fait apparaître une :guilabel:`Facture client brouillon`, " "qui montre clairement tout le travail effectué dans l'onglet " ":guilabel:`Lignes de facture`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:155 msgid "" "Pay attention to the :guilabel:`Analytic Distribution` column in the " ":guilabel:`Customer Invoice`, as that information is necessary to ensure " "other time/material invoicing tasks are completed properly and accurately." msgstr "" "Faites attention à la colonne :guilabel:`Distribution analytique` de la " ":guilabel:`Facture client`, car ces informations sont nécessaires pour " "s'assurer que les autres tâches de facturation du temps/du matériel sont " "effectuées correctement et avec précision." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "" "Facture brouillon montrant le temps passé sur la commande dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "" "Click :guilabel:`Confirm` to confirm the invoice and continue with the " "invoicing process." msgstr "" "Cliquez sur :guilabel:`Confirmer` pour confirmer la facture et poursuivre le" " processus de facturation." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "Configuration des notes de frais" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:171 msgid "" "In order to track and invoice expenses related to a sales order, the Odoo " "*Expenses* app **must** be installed." msgstr "" "Afin de suivre et facturer les dépenses liées à une commande, l'application " "Odoo *Notes de frais* **doit** être installée." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:174 msgid "" "To install the *Expenses* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Expenses` app block, and click :guilabel:`Activate`." msgstr "" "Pour installer l'application *Notes de frais*, allez au " ":menuselection:`tableau de bord principal d'Odoo --> Apps`. Ensuite, sur la " "page des :guilabel:`Apps`, localisez le bloc de l'application " ":guilabel:`Notes de frais` et cliquez sur :guilabel:`Activer`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:178 msgid "" "The page automatically refreshes and returns to the main Odoo dashboard, " "where the :guilabel:`Expenses` app is now available to access." msgstr "" "La page s'actualise automatiquement et revient au tableau de bord principal " "d'Odoo, où il est maintenant possible d'accéder à l'application " ":guilabel:`Notes de frais`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:184 msgid "Add expenses to sales order" msgstr "Ajouter des dépenses à une commande" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:186 msgid "" "To add an expense to a sales order, first navigate to the " ":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, " "click :guilabel:`New`, which reveals a blank expense form." msgstr "" "Pour ajouter une dépense à une commande, allez d'abord à l'application " ":menuselection:`Notes de frais`. Ensuite, dans le tableau de bord principal " "des *Notes de frais*, cliquez sur :guilabel:`Nouveau`, ce qui fait " "apparaître un formulaire de notes de frais vierge." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:189 msgid "" "On the expense form, add a :guilabel:`Description` of the expense (e.g. " "`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, " "select the appropriate option from the drop-down menu (e.g. " ":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)." msgstr "" "Sur la note de frais, ajoutez la :guilabel:`Description` de la dépense (par " "ex. `Séjour à l'hôtel`, `Billet d'avion`). Ensuite, dans le champ " ":guilabel:`Catégorie`, sélectionnez l'option appropriée dans le menu " "déroulant (par ex. :guilabel:`Repas`, :guilabel:`Kilométrage`, " ":guilabel:`Voyage \\& Hébergement`)." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:194 msgid "" "Expense categories can be added and modified by navigating to " ":menuselection:`Expenses app --> Configuration --> Expense Categories`." msgstr "" "Vous pouvez ajouter et modifier les catégories de dépenses en allant à " "l'application :menuselection:`Notes de frais --> Configuration --> " "Catégories de dépenses`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:197 msgid "" "Then, enter the total amount of the expense in the :guilabel:`Total` field, " "as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that " "the correct :guilabel:`Employee` is selected, and designate who paid for the" " expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to " "reimburse)` or the :guilabel:`Company`." msgstr "" "Saisissez ensuite le montant total de la dépense ans le champ " ":guilabel:`Total`, ainsi que les :guilabel:`Taxes comprises` qui " "s'appliquent éventuellement. Veillez ensuite à ce que le bon " ":guilabel:`Employé` soit sélectionné et désignez qui a payé la dépense dans " "le champ :guilabel:`Payé par` : l':guilabel:`Employé (à rembourser)` ou la " ":guilabel:`Société`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:202 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate" " sales order from the drop-down menu. Then, select that same sales order " "information from the :guilabel:`Analytic Distribution` field, as well." msgstr "" "Ensuite, dans le champ :guilabel:`Client à refacturer`, sélectionnez la " "commande correspondante dans le menu déroulant. Sélectionnez également les " "informations de la même commande dans le champ :guilabel:`Distribution " "analytique`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:207 msgid "" "The :guilabel:`Analytic Distribution` field will **only** have the " "corresponding sales order as an option if the sales order contains a service" " product that is billed based on *Timesheets*, *Milestones*, or *Delivered " "Quantities*." msgstr "" "Le champ :guilabel:`Distribution analytique` proposera **uniquement** la " "commande correspondante en tant qu'option si la commande contient un produit" " de service dont la facturation est basée sur les *Feuilles de temps*, les " "*Jalons* ou la *Quantité livrée*." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to properly fill out an expense form that's attached to a sales order in" " Odoo." msgstr "" "Comment correctement remplir une note de frais qui est liée à une commande " "dans Odoo." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:215 msgid "" "If there are any receipts that should be uploaded and attached to the " "expense, click the :guilabel:`Attach Receipt` button, and upload the " "necessary documents to the expense. This is **not** required, but it may " "affect whether or not an expense is approved." msgstr "" "Si des reçus doivent être téléchargés et joints à la note de frais, cliquez " "sur le bouton :guilabel:`Joindre le reçu` et chargez les documents " "nécessaires. Cette opération n'est **pas** obligatoire, mais elle peut avoir" " une incidence sur l'approbation de la dépense." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:219 msgid "" "When all the information has been entered, click :guilabel:`Create Report` " "to create an expense report detailing all the expense information that was " "just entered." msgstr "" "Lorsque toutes les informations ont été saisies, cliquez sur " ":guilabel:`Créer un rapport` pour créer une note de frais détaillant toutes " "les informations qui viennent d'être saisies." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "How an Expense Report Summary looks in Odoo Expenses." msgstr "" "La présentation d'un rapport de note de frais dans Odoo Notes de frais." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:226 msgid "" "Then, there's the option to :guilabel:`Submit to Manager` for approval. Once" " approved, the :guilabel:`Report in Next Payslip` appears." msgstr "" "Ensuite, vous avez la possibilité de la :guilabel:`Soumettre au manager` " "pour approbation. Dès qu'elle est approuvée, vous avez la possibilité de la" " :guilabel:`Rapporter dans la prochaine fiche de paie`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:229 msgid "" "To showcase a complete flow in this example, select :guilabel:`Submit to " "Manager`. Then, the manager would click :guilabel:`Approve` to approve this " "expense, and click :guilabel:`Post Journal Entries` to post this expense to " "the accounting journal." msgstr "" "Pour présenter un flux complet dans cet exemple, cliquez sur " ":guilabel:`Soumettre au manager`. Le manager cliquerait alors sur " ":guilabel:`Approuver` pour accepter cette dépense et sur " ":guilabel:`Enregistrer les pièces comptables` pour enregistrer cette dépense" " dans le journal comptable." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:234 msgid "Invoice expenses" msgstr "Facturer les dépenses" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:236 msgid "" "To invoice a customer for an :ref:`expense on a sales order " "`, navigate to the related sales " "order, either from the :menuselection:`Sales` app or from the expense report" " in the :menuselection:`Expenses` app. From the expense report, click the " ":guilabel:`Sales Orders` smart button at the top of the page." msgstr "" "Pour facturer une :ref:`dépense sur une commande ` à un client, allez à la commande correspondante, à " "partir de l'application :menuselection:`Ventes` ou à partir du rapport de " "note de frais dans l'application :menuselection:`Notes de frais`. Depuis le " "rapport de note de frais, cliquez sur le bouton intelligent :guilabel:`Bons " "de commande` en haut de la page." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:241 msgid "" "If the expense report was linked to the sales order, the newly-configured " "expense now has its own line in the :guilabel:`Order Lines` tab, and can be " "invoiced to the customer." msgstr "" "Si le rapport de note de frais était lié à la commande, la dépense " "nouvellement configurée a maintenant sa propre ligne dans l'onglet " ":guilabel:`Lignes de commande` et peut être facturée au client." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "An expense appearing on Order Lines tab of a Sales Order in Odoo Sales " "application." msgstr "" "Une dépense apparaissant dans l'onglet Lignes de commande d'une commande " "dans l'application Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:248 msgid "" "To invoice the customer for the expense on the sales order, click " ":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the " ":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create " "Draft Invoice`." msgstr "" "Pour facturer la dépense sur le bon de commande au client, cliquez sur " ":guilabel:`Créer une facture`, sélectionnez :guilabel:`Facture normale` dans" " la fenêtre contextuelle :guilabel:`Créer les factures` et cliquez sur " ":guilabel:`Créer une facture brouillon`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:252 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then," " the invoicing process can be completed as usual." msgstr "" "Cette opération fait apparaître une :guilabel:`Facture client brouillon` " "pour la dépense. Le processus de facturation peut alors se dérouler comme " "d'habitude. " #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Sample customer invoice for an expense generated from a sales order in Odoo " "Sales." msgstr "" "Exemple de facture client pour une note de frais générée à partir d'un bon " "de commande dans Odoo Ventes." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" msgstr "Configuration des achats" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:262 msgid "" "In order to invoice a customer for purchases made on a sales order, the " "*Purchase* application **must** be installed." msgstr "" "Pour facturer à un client les achats effectués dans le cadre d'une commande," " l'application *Achats* **doit** être installée." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:265 msgid "" "To install the *Purchase* application, navigate to :menuselection:`Odoo main" " dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " ":guilabel:`Purchase` app is now available to access." msgstr "" "Pour installer l'application *Achats*, allez au :menuselection:`tableau de " "bord principal d'Odoo --> Apps`. Puis, sur la page :guilabel:`Apps`, " "localisez le bloc de l'application :guilabel:`Achats` et cliquez sur " ":guilabel:`Activer`. La page s'actualise automatiquement et revient au " "tableau de bord principal d'Odoo, où il est maintenant possible d'accéder à " "l'application :guilabel:`Achats`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "Ajouter des achats à une commande" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:275 msgid "" "To add a purchase to a sales order, a purchase order must first be created. " "To create a purchase order, navigate to :menuselection:`Purchase app --> " "New` to reveal a blank purchase order form." msgstr "" "Pour ajouter un achat à une commande, vous devez d'abord créer un bon de " "commande. Pour créer un bon de commande, allez à l'application " ":menuselection:`Achats --> Nouveau` pour faire apparaître un bon de commande" " vierge." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:278 msgid "" "First, add a :guilabel:`Vendor` to the purchase order. Then, under the " ":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-" "down menu, represented by two horizontal lines with dots on them, located to" " the far-right of the column headers. From that drop-down menu, select " ":guilabel:`Analytic Distribution`." msgstr "" "Ajoutez d'abord un :guilabel:`Fournisseur` au bon d'achat. Ensuite, dans " "l'onglet :guilabel:`Produits`, cliquez sur le menu déroulant " ":guilabel:`options de colonne supplémentaires`, représenté par les deux " "lignes horizontales avec des points, situé à l'extrême droite des en-têtes " "de colonnes. Dans ce menu déroulant, sélectionnez :guilabel:`Distribution " "analytique`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to add analytic distribution column on purchase order form in Odoo " "Purchase." msgstr "" "Comment ajouter une colonne de distribution analytique sur un bon de " "commande dans Odoo Achats." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:287 msgid "" "After adding the :guilabel:`Analytic Distribution` column to the headers on " "the :guilabel:`Products` tab of the purchase order form, proceed to add the " "product(s) to the purchase order. To do that, click :guilabel:`Add a " "product`, and select the desired product from the drop-down menu. Repeat for" " all the products to add." msgstr "" "Après avoir ajouté une colonne :guilabel:`Distribution analytique` aux en-" "têtes de l'onglet :guilabel:`Produits` du bon de commande, ajoutez le ou les" " produits au bon de commande. Pour ce faire, cliquez sur :guilabel:`Ajouter " "un produit`, et sélectionnez le produit souhaité dans ce menu déroulant. " "Répétez les mêmes étapes pour tous les produits que vous voulez ajouter." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:293 msgid "" "In order for a purchase to be properly invoiced on a sales order, the " "product on the purchase order **must** be marked as :guilabel:`Can be " "Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered " "quantities`, and have the :guilabel:`At cost` option selected in the " ":guilabel:`Re-Invoice Expenses` field on its product form." msgstr "" "Pour qu'un achat soit correctement facturé sur une commande, le produit sur " "le bon de commande **doit** être marqué en tant que :guilabel:`Peut être " "inséré dans une note de frais`, avoir la :guilabel:`Politique de " "facturation` définie sur :guilabel:`Quantités livrées`, et avoir l'option " ":guilabel:`Au prix coûtant` sélectionné dans le champ :guilabel:`Refacturer " "les dépenses` du formulaire du produit." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "Product settings for a purchase order to be invoiced on a sales order in " "Odoo." msgstr "" "Paramètres d'un produit d'un bon de commande pour qu'il puisse être facturé " "sur une commande dans Odoo." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:302 msgid "" "Then, select the appropriate :guilabel:`Analytic Distribution` associated " "with the sales order to which this purchase order is related. To do that, " "click the empty :guilabel:`Analytic Distribution` field to reveal an " ":guilabel:`Analytic` pop-up window." msgstr "" "Sélectionnez ensuite la :guilabel:`Distribution analytique` appropriée " "associée à la commande à laquelle ce bon de commande est associé. Pour ce " "faire, cliquez sur le champ :guilabel:`Distribution analytique` vide pour " "faire apparaître une fenêtre contextuelle :guilabel:`Analytique`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:306 msgid "" "Then, from the :guilabel:`Departments` drop-down menu, select the analytic " "distribution associated with the desired sales order to be invoiced for the " "purchase." msgstr "" "Ensuite, dans le menu déroulant :guilabel:`Départements`, sélectionnez la " "distribution analytique associée à la commande souhaitée pour la facturation" " de l'achat." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to select the Analytic Distribution department from a purchase order in " "Odoo." msgstr "" "Comment sélectionner le département de distribution analytique à partir d'un" " bon de commande dans Odoo." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:313 msgid "" "Once all the information is entered in the :guilabel:`Products` tab of the " "purchase order, confirm the order by clicking :guilabel:`Confirm Order`. " "Then, click :guilabel:`Receive Products` when the products have been " "received. This creates a receipt form." msgstr "" "Une fois que toutes les informations sont saisies dans l'onglet " ":guilabel:`Produits` du bon de commande, confirmez la commande en cliquant " "sur :guilabel:`Confirmer la commande`. Cliquez ensuite sur " ":guilabel:`Recevoir les produits` lorsque les produits ont été reçus. Cette " "opération crée un formulaire de réception." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:318 msgid "" "If any serial/lot numbers must be entered before validating the receipt of " "products, then on the receipt form, click the :guilabel:`details` icon " "represented by four horizontal lines located to the far-right of the product" " line." msgstr "" "Si des numéro de série/lot doivent être saisis avant de valider la réception" " des produits, cliquez sur l'icône des :guilabel:`détails` représentée par " "quatre lignes horizontales situées à l'extrême droite de la ligne de " "produit." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:322 msgid "" "This reveals a :guilabel:`Detailed Operations` tab, in which the necessary " ":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added." " When ready, click :guilabel:`Confirm` to confirm the data." msgstr "" "Cela fait apparaître un onglet :guilabel:`Opérations détaillées`, dans " "lequel vous pouvez ajouter le :guilabel:`Lot/Numéro de série` et la quantité" " :guilabel:`Faite`. Lorsque vous avez terminé, cliquez sur " ":guilabel:`Confirmer` pour confirmer les données." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:326 msgid "Then, click :guilabel:`Validate` to validate the purchase order." msgstr "" "Cliquez ensuite sur :guilabel:`Valider` pour valider le bon de commande." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:328 msgid "" "Next, return to the purchase order, via the breadcrumb links at the top of " "the page, and click :guilabel:`Create Bill` to create a vendor bill that can" " be invoiced to the customer on the attached sales order." msgstr "" "Retournez ensuite au bon de commande via le fil d'Ariane en haut de la page " "et cliquez sur :guilabel:`Créer une facture` pour créer une facture " "fournisseur qui peut être facturée au client sur la commande associée." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Vendor bill draft for a purchase order to be invoiced to a customer in Odoo." msgstr "" "Facture fournisseur brouillon d'un bon de commande à facturer à un client " "dans Odoo." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:337 msgid "" "Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill " "Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an " "error window appears, requesting that information to be entered before " "confirmation can occur." msgstr "" "Veillez à ce qu'une :guilabel:`Date de facturation` soit indiquée sur la " ":guilabel:`Facture fournisseur brouillon` avant de la confirmer. Si *aucune*" " :guilabel:`Date de facturation` n'est fournie, une fenêtre d'erreur s'ouvre" " et demande de saisir les informations avant la confirmation. " #: ../../content/applications/sales/sales/invoicing/time_materials.rst:341 msgid "" "Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then " "automatically added to the sales order, where it can be invoiced directly to" " the customer attached to it." msgstr "" "Cliquez ensuite sur :guilabel:`Confirmer` pour confirmer la facture " "fournisseur, qui est ajoutée automatiquement à la commande, où elle peut " "être facturée directement au client associé. " #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" msgstr "Facturer les achats" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:347 msgid "" "To invoice a customer for a purchase on a sales order, first :ref:`add the " "purchase to the sales order `, " "then navigate to the desired sales order in the :menuselection:`Sales` app." msgstr "" "Pour facturer les achats sur une commande à un client, :ref:`ajoutez d'abord" " le bon de commande à la commande ` et allez ensuite à la commande souhaitée dans l'application " ":menuselection:`Ventes`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:351 msgid "" "On the sales order that was attached to the purchase order, the purchased " "product now has its own product line under the :guilabel:`Order Lines` tab, " "and it is ready to be invoiced." msgstr "" "Sur la commande associée au bon d'achat, le produit acheté a maintenant sa " "propre ligne de produit dans l'onglet :guilabel:`Lignes de commande`, et il " "est prêt à être facturé." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Purchase order product on sales order to be invoiced to customer via Odoo " "Sales." msgstr "" "Le produit du bon de commande sur la commande à facturer au client via Odoo " "Ventes." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:358 msgid "" "To invoice the customer for the purchase, simply click :guilabel:`Create " "Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create " "invoices` pop-up window, then click :guilabel:`Create Draft Invoice`." msgstr "" "Pour facturer l'achat au client, cliquez simplement sur :guilabel:`Créer une" " facture`, sélectionnez :guilabel:`Facture normale` dans la fenêtre " "contextuelle :guilabel:`Créer les factures`, puis cliquez sur " ":guilabel:`Créer une facture brouillon`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:362 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added " "purchase order product in the :guilabel:`Invoice Lines` tab." msgstr "" "Cette opération fait apparaître une :guilabel:`Facture client brouillon` " "avec le produit de bon de commande nouvellement ajouté dans l'onglet " ":guilabel:`Lignes de facture`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Customer invoice draft with purchase product attached to sales order in " "Odoo." msgstr "" "Facture client brouillon avec un produit d'achat sur la commande dans Odoo." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:369 msgid "" "To complete the invoicing process, click :guilabel:`Confirm` to confirm the " "invoice, and then click :guilabel:`Register Payment` in the " ":guilabel:`Register Payment` pop-up form." msgstr "" "Pour compléter le processus de facturation, cliquez sur " ":guilabel:`Confirmer` pour confirmer la facture et cliquez sur " ":guilabel:`Enregistrer un paiement` dans le formulaire contextuel " ":guilabel:`Enregistrer un paiement`." #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "Produits & Prix" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3 msgid "Use eWallets and gift cards" msgstr "Utiliser des E-wallets et des cartes-cadeaux" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5 msgid "" "With Odoo, customers can use **eWallets** and **gift cards** for online and " "in-store shopping." msgstr "" "Avec Odoo, les clients peuvent utiliser des **E-wallets** et des **cartes-" "cadeaux** pour leurs achats en ligne et en magasin." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7 msgid "" "To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), " "first enable :guilabel:`Discounts, Loyalty & Gift Card` under " ":menuselection:`Sales app --> Configuration --> Settings --> Pricing " "section`. Once enabled, go to :menuselection:`Sales app --> Products --> " "Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card " "program." msgstr "" "Pour activer les e-wallets et les cartes-cadeaux pour l'eCommerce et le " "Point de Vente (PdV), activez d'abord les :guilabel:`Remises, Fidélité & " "Cartes-cadeaux` dans :menuselection:`Ventes --> Configuration --> Paramètres" " --> Tarif`. Une fois la fonctionnalité activée, allez à " ":menuselection:`Ventes --> Produits --> Cartes-cadeaux & e-wallet` et " ":guilabel:`créez` un nouveau programme de e-wallet ou de carte-cadeau." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "E-wallets" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15 msgid "" "eWallets allow customers to save credits on their online account and use " "these credits as a payment method when buying items in an online store or a " "brick-and-mortar store. eWallets can also be used to centralize multiple " ":ref:`gift cards `." msgstr "" "Les e-wallets permettent aux clients d'enregistrer des crédits sur leur " "compte en ligne et d'utiliser ces crédits comme mode de paiement lors de " "l'achat d'articles dans une boutique en ligne ou un magasin traditionnel. " "Les e-wallets peuvent également être utilisés pour centraliser plusieurs " ":ref:`cartes-cadeaux `." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19 msgid "" "Before creating an eWallet program, it is necessary to create an eWallet " "**top-up** product. Top-ups are pre-defined digital credit values added to " "an eWallet in exchange for its equivalent in real currency. These credits " "can then be used as a payment method in the eCommerce shop or :abbr:`PoS " "(Point of Sale)`. Top-up values can be of different amounts." msgstr "" "Avant de créer un programme e-wallet, il faut créer un produit de " "**recharge** e-wallet. Les recharges sont des crédits numériques prédéfinis " "ajoutés à un e-wallet en échange de leur équivalent en monnaie réelle. Ces " "crédits peuvent alors être utilisés comme mode de paiement dans la boutique " "eCommerce ou :abbr:`PdV (Point de Vente)`. Les valeurs des recharges peuvent" " varier." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25 msgid "" "A $50 top-up can be bought for $50, and adds that same amount of credits to " "the eWallet." msgstr "" "Une recharge de 50 $ coûte 50 $ et ajoute le même montant de crédits au " "e-wallet." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27 msgid "" "To create a top-up product, go to :menuselection:`Sales app --> Products -->" " Products` and :guilabel:`Create` a new product. On the product template, " "configure the options as follows:" msgstr "" "Pour créer un produit de recharge, allez à :menuselection:`Ventes --> " "Produits --> Produits` et :guilabel:`créez` un nouveau produit. Sur la fiche" " produit, configurez les options comme suit :" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30 msgid "" ":guilabel:`Product Name`: enter a name for the top-up product (for example, " "`$50 Top-Up`)" msgstr "" ":guilabel:`Nom du produit` : donnez un nom au produit de recharge (par " "exemple `Recharge de 50 $`)" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92 msgid ":guilabel:`Can be Sold`: enabled" msgstr ":guilabel:`Peut être vendu` : activé" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93 msgid ":guilabel:`Product Type`: select :guilabel:`Service`" msgstr ":guilabel:`Type de produit` : sélectionnez :guilabel:`Service`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94 msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`" msgstr "" ":guilabel:`Politique de facturation` : sélectionnez :guilabel:`Prépayé/Prix " "fixe`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95 msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`" msgstr ":guilabel:`Créer à la commande` : sélectionnez :guilabel:`Rien`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35 msgid ":guilabel:`Sales Price`: enter the amount of the top-up" msgstr ":guilabel:`Prix de vente` : saisissez le montant de la recharge" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38 msgid "" "In order to have eWallet top-ups of different amounts, create multiple top-" "up products and modify the :guilabel:`Sales Price` accordingly." msgstr "" "Pour avoir des recharges e-wallet de montants différents, créez plusieurs " "produits de recharge et modifiez le :guilabel:`prix de vente` en " "conséquence." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41 msgid "" "Once the top-up is created, go to :menuselection:`Sales app --> Products -->" " Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The " "following configuration options are available:" msgstr "" "Une fois la recharge créée, allez à :menuselection:`ventes --> Produits --> " "Cartes-cadeaux & e-wallet` pour :guilabel:`créer` un programme e-wallet. Les" " options de configuration suivantes sont disponibles :" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44 msgid ":guilabel:`Program Name`: enter a name for the eWallet program" msgstr ":guilabel:`Nom du programme` : donnez un nom au programme e-wallet" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr ":guilabel:`Type de programme` : sélectionnez :guilabel:`E-wallet`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46 msgid "" ":guilabel:`eWallet Products`: select the eWallet top-up created earlier. " "Repeat the process if you created top-ups of different amounts." msgstr "" ":guilabel:`Produits e-wallet` : sélectionnez la recharge e-wallet créée " "auparavant. Répétez le processus si vous avez créé des recharges de montants" " différents." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48 msgid "" ":guilabel:`Email template`: select the email template used for the email " "sent to the customer. To create a new template, click on the field, select " ":guilabel:`Search More`, and then click :guilabel:`Create`." msgstr "" ":guilabel:`Modèle d'email` : sélectionnez le modèle d'email utilisé pour " "l'email envoyé au client. Pour créer un nouveau modèle, cliquez sur le " "champ, sélectionnez :guilabel:`Recherche avancée` et cliquez ensuite sur " ":guilabel:`Créer`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid "" ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr "" ":guilabel:`Devise` : sélectionnez la devise à utiliser pour le programme " "e-wallet" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115 msgid "" ":guilabel:`Company`: select the company for which the program is valid and " "available" msgstr "" ":guilabel:`Société` : sélectionnez la société pour laquelle le programme est" " valable et disponible" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116 msgid "" ":guilabel:`Available On`: select the applications on which the program is " "valid and available" msgstr "" ":guilabel:`Disponible sur` : sélectionnez les applications sur lesquelles le" " programme est valable et disponible" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117 msgid "" ":guilabel:`Website`: select the website on which the program is valid and " "available. Leave this field empty to include all websites." msgstr "" ":guilabel:`Site web` : sélectionnez le site web sur lequel le programme est " "valable et disponible. Laissez ce champ vide pour inclure tous les sites web" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119 msgid "" ":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which " "the program is valid and available. Leave this field empty to include all " ":abbr:`PoS (Point of Sale)`." msgstr "" ":guilabel:`Point de vente` : sélectionnez le :abbr:`PdV (Point de Vente)` " "sur lequel le programme est valable et disponible. Laissez ce champ vide " "pour inclure tous les :abbr:`points de vente`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallet program configuration page" msgstr "Page de configuration du programme e-wallet" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63 msgid "" "Once the program is configured, click the :guilabel:`Generate eWallet` " "button in the upper-left corner to generate eWallets. eWallets can be " "generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. " "The quantity is automatically adapted according to the :guilabel:`Customers`" " and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet " "value`. Finally, set the :guilabel:`Valid Until` period if applicable." msgstr "" "Une fois le programme configuré, cliquez sur le bouton :guilabel:`Générer un" " e-wallet` dans le coin supérieur gauche pour générer les e-wallets. Les " "e-wallets peuvent être générés en fonction des :guilabel:`clients` et/ou des" " :guilabel:`étiquettes des clients`. La quantité est automatiquement adaptée" " en fonction des :guilabel:`clients` et des :guilabel:`étiquettes des " "clients`. Définissez ensuite la :guilabel:`valeur e-wallet`. Enfin, " "définissez la période de validité :guilabel:`Valide jusqu'au`, si " "applicable." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69 msgid "" "Generated eWallets can be accessed through the :guilabel:`eWallets` smart " "button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the eWallets via email or a URL link." msgstr "" "Les e-wallets générés sont accessibles via le bouton intelligent " ":guilabel:`e-wallets` dans le coin supérieur droit. De là, vous pouvez " ":guilabel:`envoyer` ou :guilabel:`partager` les e-wallets par email ou par " "URL." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallets send and share buttons" msgstr "Boutons d'envoi et de partage pour les e-wallets" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76 msgid "" "Click on an eWallet to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an " "eWallet *cannot* be changed, deleted, or duplicated." msgstr "" "Cliquez sur un e-wallet pour modifier la :guilabel:`date de fin de " "validité`, le :guilabel:`partenaire` ou le :guilabel:`solde`. Le " ":guilabel:`code` d'un e-wallet ne peut *pas* être modifié, supprimé ou " "dupliqué." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82 msgid "Gift cards" msgstr "Cartes-cadeaux" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84 msgid "" "Gift cards can be purchased by customers, and in turn used as a payment " "method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`." msgstr "" "Les cartes-cadeaux peuvent être achetées par les clients et utilisées comme " "mode de paiement lors du passage en caisse dans une boutique d'eCommerce ou " "un :abbr:`PdV (Point de Vente)`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87 msgid "" "Before creating a new gift card program, it is necessary to first create " "gift cards as products. To do so, go to :menuselection:`Sales app --> " "Products --> Products` and :guilabel:`Create` a product. On the product " "template, configure the options as follows:" msgstr "" "Avant de créer un nouveau programme de carte-cadeau, vous devez créer un " "produit de carte-cadeau. Pour ce faire, allez à :menuselection:`Ventes --> " "Produits --> Produits` et :guilabel:`créez` un produit. Sur la fiche " "produit, configurez les options comme suit :" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr ":guilabel:`Nom du produit` : donnez un nom au produit de carte-cadeau" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr ":guilabel:`Prix de vente` : saisissez le montant de la carte-cadeau" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99 msgid "" "In order to have gift cards of different amounts, create multiple gift card " "products and modify the :guilabel:`Sales Price` accordingly." msgstr "" "Pour avoir des cartes-cadeaux de montants différents, créez plusieurs " "produits de carte-cadeau et modifiez le :guilabel:`prix de vente` en " "conséquence." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102 msgid "" "Once the gift card product is created, go to :menuselection:`Sales app --> " "Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card " "program. The following configuration options are available:" msgstr "" "Une fois le produit de carte-cadeau créé, allez à :menuselection:`Ventes -->" " Produits --> Cartes-cadeaux & e-wallet` pour :guilabel:`Créer` un programme" " de carte-cadeau. Les opérations de configuration suivantes sont disponibles" " :" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106 msgid ":guilabel:`Program Name`: enter a name for the gift card program" msgstr "" ":guilabel:`Nom du programme` : donnez un nom au programme de carte-cadeau" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr ":guilabel:`Type de programme` : sélectionnez :guilabel:`Carte-cadeau`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108 msgid "" ":guilabel:`Gift Card Products`: select the gift card product created " "earlier. Repeat the process if you created gift card products of different " "amounts." msgstr "" ":guilabel:`Produits carte-cadeau` : sélectionnez le produit de carte-cadeau " "créé auparavant. Répétez le processus si vous avez créé des cartes-cadeaux " "de montants différents." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110 msgid "" ":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift " "Card Information` template, or create a new template by clicking on the " "field, selecting :guilabel:`Search More`, and then clicking " ":guilabel:`Create`." msgstr "" ":guilabel:`Modèle d'email` : sélectionnez le modèle :guilabel:`Carte-cadeau " ": Informations de la carte-cadeau` par défaut ou créez un nouveau modèle en " "cliquant sur le champ, en sélectionnant :guilabel:`Recherche avancée` et " "ensuite en cliquant sur :guilabel:`Créer`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr "" ":guilabel:`Imprimer le rapport` : sélectionnez :guilabel:`Carte-cadeau`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114 msgid "" ":guilabel:`Currency`: select the currency to use for the gift card program" msgstr "" ":guilabel:`Devise` : sélectionnez la devise pour utiliser le programme de " "carte-cadeau" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift card program configuration page" msgstr "Page de configuration du programme de carte-cadeau" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126 msgid "" "Once the program is configured, click the :guilabel:`Generate Gift Cards` " "button in the upper-left corner to generate gift cards. Gift cards can be " "generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected " "Customers`. Set the :guilabel:`Quantity to generate` for " ":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or " ":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the " ":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period" " if applicable." msgstr "" "Une fois le programme configuré, cliquez sur le bouton :guilabel:`Générer " "des cartes-cadeaux` dans le coin supérieur gauche pour générer des cartes-" "cadeaux. Des cartes-cadeaux peuvent être générées soit pour des " ":guilabel:`Clients anonymes` ou des :guilabel:`Clients sélectionnés`. " "Définissez la :guilabel:`Quantité à générer` pour les :guilabel:`Clients " "anonymes` ou sélectionnez les :guilabel:`Clients` et/ou les " ":guilabel:`Étiquettes des clients` pour les :guilabel:`Clients " "sélectionnés`. Ensuite, définissez la :guilabel:`valeur de la carte-cadeau` " "et la période de validité :guilabel:`Valide jusqu'au`, si applicable." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133 msgid "" "Generated gift cards can be accessed through the :guilabel:`Gift Cards` " "smart button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the gift cards via email or a URL link." msgstr "" "Les cartes-cadeaux générées sont accessibles via le bouton intelligent " ":guilabel:`Cartes-cadeaux` dans le coin supérieur droit. De là, vous pouvez " ":guilabel:`envoyer` ou :guilabel:`partager` les cartes-cadeaux via email ou " "par URL." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift cards send and share buttons" msgstr "Boutons d'envoi et de partage pour les cartes-cadeaux" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141 msgid "" "Click on a gift card to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift " "card *cannot* be changed, deleted, or duplicated." msgstr "" "Cliquez sur une carte-cadeau pour modifier la :guilabel:`date de fin de " "validité`, le :guilabel:`partenaire` ou le :guilabel:`solde`. Le " ":guilabel:`code` d'une carte-cadeau ne peut *pas* être modifié, supprimé ou " "dupliqué." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "Programmes de remise et de fidélité" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5 msgid "" "The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users " "to create discount and loyalty programs that customers can use for online " "and in-store shopping. These programs offer more varied, public, and time-" "sensitive pricing options than :doc:`pricelists " "`." msgstr "" "Les applications *Ventes*, *eCommerce* et *Point de Vente* d'Odoo permettent" " aux utilisateurs de créer des programmes de remise et de fidélité que les " "clients peuvent utiliser lors de leur shopping en ligne et en magasin. Ces " "programmes proposent des options de prix plus variées, publiques et " "temporelles que les :doc:`listes de prix " "`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "Configurer les paramètres" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13 msgid "" "To begin using discount and loyalty programs, navigate to " ":menuselection:`Sales --> Configuration --> Settings`. Under the " ":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & " "Gift Card` setting by checking the box next to the feature. Finally, click " ":guilabel:`Save` to save the changes." msgstr "" "Pour commencer à utiliser des programmes de remise et de fidélité, allez à " ":menuselection:`Ventes --> Configuration --> Paramètres`. Sous l'en-tête " ":guilabel:`Tarif`, activez le paramètre :guilabel:`Remises, Fidélité & " "Cartes-Cadeaux` en cochant la case à côté de la fonctionnalité. Finalement, " "cliquez sur :guilabel:`Enregistrer` pour enregistrer les modifications." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "Configurer des programmes de remise et de fidélité" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21 msgid "" "To create discount and loyalty programs, go to :menuselection:`Sales --> " "Products --> Discount & Loyalty`." msgstr "" "Pour créer des programmes de remise et de fidélité, allez à " ":menuselection:`Ventes --> Produits --> Remise & Fidélité`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24 msgid "" "If no discount or loyalty programs have been created yet, Odoo provides a " "choice of templates to help create the first program. Choose one of the " "template cards, or click :guilabel:`New` to create a new program from " "scratch." msgstr "" "Si aucun programme de remise ou de fidélité n'a encore été créé, Odoo " "propose un choix de modèles pour vous aider à créer le premier programme. " "Choisissez l'une des cartes modèles ou cliquez sur :guilabel:`Nouveau` pour " "créer un nouveau programme à partir de zéro." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28 msgid "" "Or, if there are already existing programs, select an existing program to " "edit it." msgstr "" "Ou, s'il existe déjà des programmes, sélectionnez un programme existant pour" " le modifier." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Discount and loyalty program template cards." msgstr "Cartes modèles de programmes de remise et de fidélité." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35 msgid "" "Templates **only** appear when no programs have been created, and they " "disappear once the first program is created." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38 msgid "Creating or editing a program opens the program form." msgstr "" "La création ou l'édition d'un programme ouvre le formulaire du programme." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program options on the loyalty program form." msgstr "Les options du programme dans le formulaire du programme de fidélité." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44 msgid "The program form contains the following fields:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 msgid "" ":guilabel:`Program Name`: Enter the name of the program in this field. The " "program name is **not** visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:48 msgid "" ":guilabel:`Program Type`: Select the desired :ref:`program type " "` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50 msgid ":guilabel:`Currency`: Select the currency used for the program." msgstr "" ":guilabel:`Devise` : Sélectionnez la devise utilisée pour le programme." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:51 msgid "" ":guilabel:`Pricelist`: If desired, select a pricelist from the drop-down " "menu to have this loyalty program applied to a specific pricelist (and " "customers attached to the pricelist). More than one pricelist can be " "selected in this field. When a single loyalty program is linked to several " "pricelists, it makes it viable for different customer segments to have " "different pricelists, but the *same* loyalty programs. If this field is left" " blank, the program applies to everyone, regardless of pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57 msgid "" ":guilabel:`Points Unit`: Enter the name of the points used for the " ":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit " "name *is* visible to the customer. This field is **only** available when the" " :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:60 msgid "" ":guilabel:`Start Date`: Select the date on which the program becomes valid. " "Leave this field blank if the program should always be valid and not expire." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:62 msgid "" ":guilabel:`End Date`: Select the date on which the program stops being " "valid. Leave this field blank if the program should always be valid and not " "expire." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:64 msgid "" ":guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number " "of :guilabel:`usages` to limit the number of times the program can be used " "during the validity period." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:66 msgid "" ":guilabel:`Company`: If working in a multi-company database, choose the one " "company for which the program is available. If left blank, the program is " "available to all companies in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:68 msgid "" ":guilabel:`Available On`: Select the apps on which the program is available." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:69 msgid "" ":guilabel:`Website`: Select a website on which the program is available. " "Leave this field blank to make it available on all websites." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:71 msgid "" ":guilabel:`Point of Sale`: Select the point(s) of sale at which the program " "is available. Leave this field blank to make it available at all :abbr:`PoS " "(Point of Sale)`." msgstr "" ":guilabel:`Point de Vente` : Sélectionnez le ou les points de vente où le " "programme est disponible. Laissez ce champ vide pour que le programme soit " "disponible dans tous les :abbr:`PdV (Points de vente)`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:75 msgid "" "The options available on the program form vary depending on the " ":ref:`Program Type ` selected." msgstr "" "Les options disponibles sur le formulaire du programme varient en fonction " "du :ref:`Type de programme ` " "sélectionné." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:78 msgid "" "All of the existing cards, codes, coupons, etc. that have been generated for" " the program are accessible through the smart button located at the top of " "the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program items smart button on the loyalty program form." msgstr "" "Bouton intelligent des éléments du programme sur le formulaire du programme " "de fidélité." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86 msgid "" "In Odoo 17 (and later), when a loyalty card or coupon is associated with a " "contact in the database, a :guilabel:`Loyalty Cards` smart button " "conditionally appears on the contact form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "The Loyalty Card smart button as it appears on a contact form in Odoo 17." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:93 msgid "" "This smart button **only** appears if a loyalty card or coupon is associated" " with the contact." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98 msgid "Program types" msgstr "Types de programme" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100 msgid "" "The different :guilabel:`Program Types` available on the program form are:" msgstr "" "Les différents :guilabel:`Types de programme` disponibles sur le formulaire " "du programme sont :" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:102 msgid "" ":guilabel:`Coupons`: Generate and share single-use coupon codes that grant " "immediate access to rewards." msgstr "" ":guilabel:`Bons de réduction` : Générez et partagez des codes promo à usage " "unique qui donnent un accès immédiat aux récompenses." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:104 msgid "" ":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates " "points to exchange for rewards on current and/or future orders." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:106 msgid "" ":guilabel:`Promotions`: Set conditional rules for ordering products, which, " "when fulfilled, grant access to rewards for the customer." msgstr "" ":guilabel:`Promotions` : Définissez des règles conditionnelles pour la " "commande de produits qui, lorsqu'elles sont remplies, donnent accès à des " "récompenses pour le client." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:108 msgid "" ":guilabel:`Discount Code`: Set codes which, when entered upon checkout, " "grant discounts to the customer." msgstr "" ":guilabel:`Code de remise` : Définissez des codes de remises qui, lorsqu'ils" " sont saisis au moment du paiement, permettent au client de bénéficier de " "remises." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:110 msgid "" ":guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted " "1 credit. After accumulating a specified amount of credits, the customer can" " trade them in to receive (Y) item." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112 msgid "" ":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes " "that grant access to rewards on the customer's next order." msgstr "" ":guilabel:`Bons de réduction pour la prochaine commande` : Générez et " "partagez des codes promo à usage unique qui donnent accès à des récompenses " "lors de la prochaine commande du client." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:116 msgid "Conditional rules" msgstr "Règles conditionnelles" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:118 msgid "" "Next, configure the :guilabel:`Conditional rules` that determine when the " "program applies to a customer's order." msgstr "" "Ensuite, configurez les :guilabel:`Règles conditionnelles` qui déterminent " "quand le programme s'applique à la commande d'un client." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:121 msgid "" "In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to " ":guilabel:`Conditional rules` to add *conditions* to the program. This " "reveals a :guilabel:`Create Conditional rules` pop-up window." msgstr "" "Dans l'onglet :guilabel:`Règles & Récompenses`, cliquez sur " ":guilabel:`Ajouter` à côte de :guilabel:`Règles conditionnelles` pour " "ajouter des *conditions* au programme. La fenêtre contextuelle " ":guilabel:`Créer des règles conditionnelles` s'affiche." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rules & Rewards tab of the loyalty program form." msgstr "Onglet Règles & Récompenses du formulaire du programme de fidélité." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:130 msgid "" "The options for :guilabel:`Conditional rules` vary depending on the selected" " :ref:`Program Type `." msgstr "" "Les options des :guilabel:`Règles conditionnelles` varient en fonction du " ":ref:`Type de programme ` " "sélectionné." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:133 msgid "The following options are available for configuring conditional rules:" msgstr "" "Les options suivantes sont disponibles pour configurer les règles " "conditionnelles :" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:135 msgid "" ":guilabel:`Discount Code`: Enter a custom code to be used for the " ":guilabel:`Discount Code` program, or use the default one generated by Odoo." " This field is only available when the :guilabel:`Program Type` is set to " ":guilabel:`Discount Code`." msgstr "" ":guilabel:`Code de remise` : Saisissez un code personnalisé à utiliser pour " "le programme :guilabel:`Code de remise` ou utilisez le code par défaut " "généré par Odoo. Ce champ n'est disponible que lorsque le :guilabel:`Type de" " programme` est défini sur :guilabel:`Code de remise`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:138 msgid "" ":guilabel:`Minimum Quantity`: Enter the minimum number of products that must" " be purchased in order to access the reward. Set the minimum quantity to at " "least `1` to ensure that the customer must make a purchase in order to " "access the reward." msgstr "" ":guilabel:`Quantité minimale` : Saisissez le nombre minimum de produits qui " "doivent être achetés pour accéder à la récompense. Définissez la quantité " "minimale sur au moins `1` pour vous assurer que le client doit effectuer un " "achat pour accéder à la récompense." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:141 msgid "" ":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with " ":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in " "order to access the reward. If both a minimum quantity *and* minimum " "purchase amount are entered, then the customer's order must meet both " "conditions." msgstr "" ":guilabel:`Achat minimum` : Saisissez le montant minimum (en devise), " ":guilabel:`toutes taxes comprises` ou :guilabel:`hors taxes`, qui doit être " "dépensé pour accéder à la récompense. Si une quantité minimale *et* un " "montant d'achat minimal sont saisis, la commande du client doit remplir ces " "deux conditions." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:145 msgid "" ":guilabel:`Products`: Select the specific product(s) for which the program " "applies. Leave this field blank to apply it to all products." msgstr "" ":guilabel:`Produits` : Sélectionnez le ou les produits spécifiques pour " "le(s)quel(s) le programme s'applique. Laissez ce champ vide pour l'appliquer" " à tous les produits." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:147 msgid "" ":guilabel:`Categories`: Select the category of products for which the " "program applies. Choose :guilabel:`All` to apply it to all product " "categories." msgstr "" ":guilabel:`Catégories` : Sélectionnez la catégorie des produits à laquelle " "le programme s'applique. Choisissez :guilabel:`All` pour l'appliquer à " "toutes les catégories de produits." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:149 msgid "" ":guilabel:`Product Tag:` Select a tag to apply the program to products with " "that specific tag." msgstr "" ":guilabel:`Étiquette du produit :` Sélectionnez une étiquette pour appliquer" " le programme aux produits ayant cette étiquette spécifique." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:150 msgid "" ":guilabel:`Grant`: Enter the number of points the customer earns " ":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per " "unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` " "programs)." msgstr "" ":guilabel:`Accorder` : Saisissez le nombre de points que le client reçoit " ":guilabel:`par commande`, :guilabel:`par devise dépensé` ou :guilabel:`par " "unité payée` (pour les programmes :guilabel:`Cartes de fidélité` et " ":guilabel:`Achetez X Recevez Y`)." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "Conditional rules configuration window for a discount or loyalty program." msgstr "" "Fenêtre de configuration des règles conditionnelles pour un programme de " "remise ou de fidélité." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:158 msgid "" "Click :guilabel:`Save & Close` to save the rule and close the pop-up window," " or click :guilabel:`Save & New` to save the rule and immediately create a " "new one." msgstr "" "Cliquez sur :guilabel:`Enregistrer & fermer` pour enregistrer la règle et " "fermer la fenêtre contextuelle ou cliquez sur :guilabel:`Enregistrer & " "Nouveau` pour enregistrer la règle et en créer une nouvelle immédiatement." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162 msgid "Rewards" msgstr "Récompenses" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:164 msgid "" "In the :guilabel:`Rules & Rewards` tab of the program form, click " ":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program." " This reveals a :guilabel:`Create Rewards` pop-up window." msgstr "" "Dans l'onglet :guilabel:`Règles & Récompenses` du formulaire de programme, " "cliquez sur :guilabel:`Ajouter` à côté de :guilabel:`Récompenses` pour " "ajouter des *récompenses* au programme. La fenêtre contextuelle " ":guilabel:`Créer des récompenses` s'affiche." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:169 msgid "" "The options for :guilabel:`Rewards` vary depending on the selected " ":ref:`Program Type `." msgstr "" "Les options des :guilabel:`Récompenses` varient en fonction du :ref:`Type de" " programme ` sélectionné." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:172 msgid "The following options are available for configuring rewards:" msgstr "" "Les options suivantes sont disponibles pour configurer les récompenses :" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174 msgid "" ":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free " "Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other " "options for reward configuration depend on the :guilabel:`Reward Type` " "selected." msgstr "" ":guilabel:`Type de récompense` : Sélectionnez le type de récompense parmi " ":guilabel:`Produit gratuit`, :guilabel:`Remise` et :guilabel:`Expédition " "gratuite`. Les autres options de configuration des récompenses dépendent du " ":guilabel:`Type de récompense` sélectionné." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:178 msgid ":guilabel:`Free Product`:" msgstr ":guilabel:`Produit gratuit` :" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:180 msgid "" ":guilabel:`Quantity Rewarded`: Select the number of free products rewarded " "to the customer." msgstr "" ":guilabel:`Quantité récompensée` : Sélectionnez le nombre de produits " "gratuits offerts au client." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:181 msgid "" ":guilabel:`Product`: Select the product given for free as a reward. Only one" " product can be selected." msgstr "" ":guilabel:`Produit` : Sélectionnez le produit offert en récompense. Un seul " "produit peut être sélectionné." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:183 msgid "" ":guilabel:`Product Tag`: Select a tag to further specify the free product " "eligible for the reward." msgstr "" ":guilabel:`Étiquette de produit` : Sélectionnez une étiquette pour préciser " "le produit gratuit pouvant faire l'objet d'une récompense." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:186 msgid ":guilabel:`Discount`:" msgstr ":guilabel:`Remise` :" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:188 msgid "" ":guilabel:`Discount`: Enter the discounted amount in either " ":guilabel:`percentage`, :guilabel:`currency per point`, or " ":guilabel:`currency per order`. Then, select whether the discount applies to" " the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the " "order, or only :guilabel:`Specific Products`." msgstr "" ":guilabel:`Remise` : Saisissez le montant de la remise en " ":guilabel:`pourcentage`, :guilabel:`devise par point` ou :guilabel:`devise " "par commande`. Sélectionnez ensuite si la remise s'applique à l'ensemble de " "la :guilabel:`Commande`, uniquement au :guilabel:`Produit le moins cher` de " "la commande ou uniquement à des :guilabel:`Produits spécifiques`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:192 #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:197 msgid "" ":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this " "reward may grant as a discount. Leave this field at `0` for no limit." msgstr "" ":guilabel:`Remise maximale` : Saisissez le montant maximum (en devise) que " "cette récompense peut accorder comme remise. Laissez ce champ à `0` pour ne " "pas fixer de limite." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:195 msgid ":guilabel:`Free Shipping`:" msgstr ":guilabel:`Expédition gratuite` :" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:200 msgid "" ":guilabel:`In exchange of`: Enter the number of points required to exchange " "for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get " "Y` programs)." msgstr "" ":guilabel:`En échange de` : Saisissez le nombre de points requis pour " "échanger la récompense (pour les programmes :guilabel:`Cartes de fidélité` " "et :guilabel:`Achetez X Recevez Y`)." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:202 msgid "" ":guilabel:`Description on order`: Enter the description of the reward, which" " is displayed to the customer upon checkout." msgstr "" ":guilabel:`Description sur la commande` : Saisissez la description de la " "récompense, qui est affichée au client lors du paiement." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rewards configuration window for a discount or loyalty program." msgstr "" "Fenêtre de configuration des récompenses pour un programme de remise ou de " "fidélité." #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "Gérer vos prix" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "Foreign currencies" msgstr "Devises étrangères" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5 msgid "" "With Odoo, pricelists can be used to manage prices in a number of foreign " "currencies. Specifically, Odoo has the ability to work with 167 total " "currencies." msgstr "" "Avec Odoo, vous pouvez utiliser des listes de prix pour gérer les prix dans " "un certain nombre de devises étrangères. Plus précisément, Odoo a la " "capacité de travailler avec 167 devises. " #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9 msgid "" "In order to use multiple currencies in Odoo *Sales*, the *Accounting* " "application **must** be installed." msgstr "" "Pour pouvoir utiliser plusieurs devises dans Odoo *Ventes*, l'application " "*Comptabilité* **doit** être installée." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " "added to the database. Navigate to :menuselection:`Accounting app --> " "Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, " "and locate the :guilabel:`Main Currency` setting." msgstr "" "Une fois que l'application *Comptabilité* a été mise à jour, les devises " "étrangères peuvent être ajoutées à la base de données, Allez à l'application" " :menuselection:`Comptabilité --> Configuration --> Paramètres`, faites " "défiler jusqu'à la section :guilabel:`Devises` et trouvez le paramètre " ":guilabel:`Devise principale`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How the main currency feature appears on settings page in Odoo Accounting." msgstr "" "La présentation de la fonctionnalité de devise principale sur la page des " "paramètres dans Odoo Comptabilité." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23 msgid "" "Odoo automatically sets the main currency as the currency of the country the" " company is based in." msgstr "" "Odoo définit automatiquement la devise principale comme la devise du pays " "dans lequel l'entreprise est basée." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25 msgid "" "To change the main currency of the company, select the drop-down menu in the" " :guilabel:`Currency` field, select the desired currency, and be sure to " ":guilabel:`Save` the changes." msgstr "" "Pour changer la devise principale de l'entreprise, cliquez sur le menu " "déroulant dans le champ :guilabel:`Devise`, sélectionnez la devise souhaitée" " et assurez-vous d':guilabel:`Enregistrer` les changements." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29 msgid "" "To ensure currency rates are updated automatically, enable the *automatic " "currency rates* feature on the *Accounting* settings page " "(:menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" "Pour que les taux de change soient automatiquement mis à jour, activez la " "fonctionnalité *Taux de change automatiques* sur la page des paramètres de " "*Comptabilité* (:menuselection:`Comptabilité --> Configuration --> " "Paramètres --> section Devises`)." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37 msgid "" "Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, " "choose a designated bank to get the currency rates from in the " ":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`" " of time for the updates to take place. Then determine when the date of the " ":guilabel:`Next Run` should be." msgstr "" "Cochez la case à côté de la fonctionnalité ;guilabel:`Taux de change " "automatiques`, choisissez une banque désignée pour obtenir les taux de " "change ans le menu déroulant :guilabel:`Service` et sélectionnez un " ":guilabel:`Intervalle` de temps pour que les mises à jour aient lieu. " "Déterminez ensuite la date de la :guilabel:`Prochaine exécution`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42 msgid "" "To instantly update the currency rates, click the :guilabel:`🔁 (circular " "arrows)` icon, located to the right of the :guilabel:`Next Run` field." msgstr "" "Pour mettre à jour instantanément les taux de change, cliquez sur l'icône " ":guilabel:`🔁 (flèches circulaires)`, située à droite du champ " ":guilabel:`Prochaine exécution`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45 msgid "" "When all configurations are complete, be sure to :guilabel:`Save` all " "changes." msgstr "" "Lorsque toutes les configurations sont terminées, assurez-vous " "d':guilabel:`enregistrer` tous les changements. " #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48 msgid "" "All payment methods **must** be in the same currency as the sales journal, " "or the company currency, if the company currency is not set. If it is not " "the same, a :guilabel:`Validation Error` message appears." msgstr "" "Tous les modes de paiement **doivent** être libellés dans la même devise que" " le journal des ventes ou dans la devise de l'entreprise, si celle-ci n'est " "pas définie. Si ce n'est pas le cas, un message d':guilabel:`Erreur de " "validation` s'affiche. " #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53 msgid "View, edit, and add currencies" msgstr "Afficher, modifier et ajouter des devises" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55 msgid "" "To view, edit, and add currencies to the database, making them available on " "pricelists and on the :guilabel:`Main Currency` drop-down menu, click the " ":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field " "on the :menuselection:`Accounting app --> Settings` page." msgstr "" "Pour afficher, modifier et ajouter des devises à la base de données et les " "rendre disponibles dans les listes de prix et dans le menu déroulant " ":guilabel:`Devise principale`, cliquez sur le lien :guilabel:`Devises`, " "situé sous le champ :guilabel:`Devise` de la page :menuselection:`app " "Comptabilité --> Paramètres`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59 msgid "" "When the :guilabel:`Currencies` link is clicked, a separate " ":guilabel:`Currencies` page is revealed." msgstr "" "Lorsque vous cliquez sur le lien :guilabel:`Devises`, une page séparée " ":guilabel:`Devises` s'affiche." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How the main currencies page appears in Odoo Accounting." msgstr "" "La présentation de la page des devises principales dans Odoo Comptabilité." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65 msgid "" "On this page, Odoo provides a master list of 167 global currencies. Each row" " shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, " ":guilabel:`Name`, date of the :guilabel:`Last Update`, and " ":guilabel:`Current Rate` (compared to the default currency of the country in" " which the company is based)." msgstr "" "Sur cette page, Odoo fournit une liste principale de 167 devises. Chaque " "ligne indique la :guilabel:`Devise`, le :guilabel:`Symbole`, le " ":guilabel:`Nom`, la date de la :guilabel:`Dernière mise à jour` et le " ":guilabel:`Taux actuel` (par rapport à la devise par défaut du pays dans " "lequel l'entreprise est basée)." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70 msgid "" "To the far right, there are two columns, which can be toggled on or off:" msgstr "" "À l'extrême droite, il y a deux colonnes qui peuvent être activées ou " "désactivées :" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72 msgid "" ":guilabel:`Active`: this currency is activated, which means it can be added " "to a pricelist, or used as the main currency of the company, if desired (via" " :menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" ":guilabel:`Actif` : cette devise est activée, ce qui signifie qu'elle peut " "être ajoutée à une liste de prix ou utilisée en tant que devise principale " "de l'entreprise, si vous le souhaitez (via l'application " ":menuselection:`Comptabilité --> Configuration --> Paramètres --> section " "Devises`)." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:77 msgid "" "By default, all the :guilabel:`Active` currency options are at the top of " "the list." msgstr "" "Par défaut, toutes les options de devises :guilabel:`actives` se trouvent en" " haut de la liste. " #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:80 msgid "" "It is recommended that *at least* one pricelist is created per " ":guilabel:`Active` currency. See :doc:`./pricing` to learn more about " "pricelist configuration." msgstr "" "Il est recommandé de créer *au moins* une liste de prix par devise " ":guilabel:`active`. Consultez la page :doc:`./pricing` pour en savoir plus " "sur la configuration des listes de prix." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:83 msgid "" "To toggle options on/off, click the toggle switch in the row for the " "corresponding column. When *on* the color of the switch is green. When " "*off*, the color of the switch is grey." msgstr "" "Pour activer ou désactiver les options, cliquez sur le bouton à bascule dans" " la ligne de la colonne correspondante. Lorsque l'option est *activée*, le " "bouton est vert ; lorsqu'elle est *désactivée*, le bouton est gris." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:87 msgid "Currency detail form" msgstr "Formulaire détaillé de la devise" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89 msgid "" "To edit any currency on the :guilabel:`Currencies` page, click the desired " "currency to reveal the detail form for that specific currency, and proceed " "to make any necessary changes." msgstr "" "Pour modifier une devise sur la page :guilabel:`Devises`, cliquez sur la " "devise souhaitée pour afficher le formulaire détaillé de cette devise en " "particulier et faites les changements nécessaires." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a currency detail form looks in Odoo Accounting." msgstr "" "La présentation d'un formulaire détaillé de la devise dans Odoo " "Comptabilité." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:96 msgid "" "On the currency detail form, the relevant currency code appears in the " ":guilabel:`Currency` field. Beneath that, the name for the currency is in " "the :guilabel:`Name` field." msgstr "" "Sur le formulaire détaillé de la devise, le code de la devise pertinente " "apparaît dans le champ :guilabel:`Devise`. En dessous, le nom de la devise " "se trouve dans le champ :guilabel:`Nom`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:99 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle:" " *on* is indicated with a green switch, and *off* is indicated with a grey " "switch." msgstr "" "Ensuite, vous pouvez basculer la disponibilité de la devise avec le bouton " ":guilabel:`Actif` : le bouton vert indique que la devise est *activée* et le" " bouton gris indique qu'elle est *désactivée*." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:102 msgid "" "On the right of the currency detail form, the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` " "(e.g. `Cents`) can be found." msgstr "" "Sur la droite du formulaire détaillé de la devise, vous trouverez " "l':guilabel:`Unité monétaire` (par ex. `Dollars`) et la :guilabel:`Sous-" "unité montaire` (par ex. `Cents`)." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:105 msgid "" "Next, under the :guilabel:`Rates` tab, the various conversion rates can be " "viewed, added, or deleted. Each row shows the :guilabel:`Date` of that " "specific rate, the :guilabel:`Company` to which it is connected, followed by" " the :guilabel:`Unit per...` and :guilabel:`...per Unit`." msgstr "" "Ensuite, dans l'onglet :guilabel:`Taux`, vous pouvez visualiser, ajouter ou " "supprimer les différents taux de conversion. Chaque ligne affiche la " ":guilabel:`Date` de ce taux spécifique, la :guilabel:`Société` à laquelle il" " est lié, suivie de l':guilabel:`Unité par...` et :guilabel:`...par Unité`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158 msgid "" "The *...* in each of the last two columns represents the main currency set " "for the company. For example, if the main currency is set to `USD`, the " "columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`." msgstr "" "Le *...* dans les deux dernières colonnes représente la devise principale de" " l'entreprise. Par exemple, si la devise principale est `USD`, les colonnes " "sont intitulées :guilabel:`Unité par USD` et :guilabel:`USD par Unité`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:114 msgid "" "To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` " "tab, and proceed to fill in the necessary information in the aforementioned " "columns." msgstr "" "Pour ajouter un nouveau taux, cliquez sur :guilabel:`Ajouter une ligne` dans" " l'onglet :guilabel:`Taux` et complétez les informations nécessaires dans " "les colonnes susmentionnées." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:118 msgid "Main currency detail form" msgstr "Formulaire détaillé de la devise principale" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:120 msgid "" "If the selected currency is the main currency of the company, a blue banner " "appears at the top of the currency detail form with the message: " ":guilabel:`This is your company's currency.`." msgstr "" "Si la devise sélectionnée est la devise principale de l'entreprise, une " "bannière bleue apparaît en haut du formulaire détaillé de la devise avec le " "message : :guilabel:`Il s'agit de la devise de votre entreprise.`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a main currency detail form looks in Odoo Accounting." msgstr "" "La présentation d'un formulaire détaillé de la devise principale dans Odoo " "Comptabilité." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:127 msgid "" "All the fields are the same as a typical currency detail form, but there " "will **not** be a :guilabel:`Rates` tab because all other currency rates are" " based off the main currency of the company." msgstr "" "Tous les champs sont les mêmes qu'un formulaire détaillé d'une devise " "typique, mais il n'y aura **pas** d'onglet :guilabel:`Taux` parce que tous " "les autres taux de change sont basés sur la devise principale de " "l'entreprise." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132 msgid "Create new currency" msgstr "Créer une nouvelle devise" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:134 msgid "" "If a desired currency isn't on the :guilabel:`Currencies` page, click the " ":guilabel:`New` button to open a blank currency template form." msgstr "" "Si une devise souhaitée ne figure pas sur la page :guilabel:`Devises`, " "cliquez sur le bouton :guilabel:`Nouveau` pour ouvrir un formulaire de " "modèle de devis vierge." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:138 msgid "" "The same :guilabel:`New` button is located in the upper-right corner of any " "currency detail form." msgstr "" "Le même bouton :guilabel:`Nouveau` se situe dans le coin supérieur droit de " "n'importe quel formulaire détaillé des devises." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a blank currency detail form looks in Odoo Accounting." msgstr "" "La présentation du formulaire détaillé de devise vierge dans Odoo " "Comptabilité." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:144 msgid "" "On the blank currency detail form, proceed to enter the desired currency " "code in the :guilabel:`Currency` field. Beneath that, enter the name for the" " currency in the :guilabel:`Name` field." msgstr "" "Sur le formulaire détaillé de devise vierge, saisissez le code de la devise " "souhaitée dans le champ :guilabel:`Devise`. En dessous, saisissez le nom de " "la devise dans le champ :guilabel:`Nom`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:148 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle " "switch." msgstr "" "Ensuite, faites basculer la disponibilité de la devise avec le bouton " ":guilabel:`ACtif`. " #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:150 msgid "" "On the right of the currency detail form, enter the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate " ":guilabel:`Currency Subunit` (e.g. `Cents`)." msgstr "" "Sur la droite du formulaire détaillé de la devise, saisissez " "l':guilabel:`Unité monétaire` appropriée (par ex. `Dollars`) et la " ":guilabel:`Sous-unité monétaire` appropriée (par ex. `Cents`)." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153 msgid "" "Next, under the :guilabel:`Rates` tab, add a new rate by clicking " ":guilabel:`Add a line`. Then, proceed to confirm and adjust the " ":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and " ":guilabel:`...per Unit` fields to ensure all the auto-populated information " "is accurate." msgstr "" "Ensuite, dans l'onglet :guilabel:`Taux`, ajoutez un nouveau taux en cliquant" " sur :guilabel:`Ajouter une ligne`. Ensuite, confirmez et modifiez les " "champs :guilabel:`Date`, :guilabel:`Société`, :guilabel:`Unité par...`, et " ":guilabel:`...par Unité` pour vous assurer que toutes les informations " "remplies automatiquement sont exactes." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:163 msgid "Currency-specific pricelists" msgstr "Listes de prix spécifiques aux devises" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:165 msgid "" "It is recommended that *at least* one pricelist is created per active " "currency in the database. To create (or assign) a pricelist to a specific " "currency, start by navigating to :menuselection:`Sales app --> Products --> " "Pricelists`." msgstr "" "Il est recommandé de créer *au moins* une liste de prix par devise active " "dans la base de données. Pour créer (ou assigner) une liste de prix à une " "devise spécifique, allez à l'application :menuselection:`Ventes --> Produits" " --> Listes de prix`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:169 msgid "" "From the :guilabel:`Pricelists` page, either select an existing pricelist to" " edit, or click :guilabel:`New` to create a new pricelist." msgstr "" "Sur la page :guilabel:`Listes de prix`, sélectionnez une liste de prix " "existante à modifier ou cliquez sur :guilabel:`Nouveau` pour créer une " "nouvelle liste de prix." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:172 msgid "" "On the pricelist detail form, for either a new or existing pricelist, adjust" " the :guilabel:`Currency` field as desired." msgstr "" "Sur le formulaire détaillé de la liste de prix, pour une liste de prix " "existante ou nouvelle, modifiez le champ :guilabel:`Devise` comme vous le " "souhaitez." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:176 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr "" "Consultez la page :doc:`./pricing` pour en savoir plus sur la configuration " "des listes de prix." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:179 msgid "Auto-conversion from public price" msgstr "Auto-conversion à partir du prix public" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:181 msgid "" "It should be noted that the public price seen on products is directly " "related to the main currency the company has set, which is configured by " "navigating to :menuselection:`Accounting app --> Configuration --> Settings " "--> Currencies section --> Main Currency --> Currency drop-down menu`." msgstr "" "Il convient de noter que le prix public affiché sur les produits est " "directement lié à la devise principale de l'entreprise, qui est configurée " "en allant à l'application :menuselection:`Comptabilité --> Configuration -->" " Paramètres --> section Devises --> Devise principale --> menu déroulant " "Devise`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:185 msgid "" "The sales price automatically updates if the pricelist is changed to a " "different pricelist that has a different currency than the company's main " "currency. The change in price is directly related to the updated conversion " "rate for that currency." msgstr "" "Le prix de vente est automatiquement mis à jour si la liste de prix est " "remplacée par une autre liste de prix dont la devise est différente de la " "devise principale de l'entreprise. Le changement de prix est directement lié" " au taux de conversion mis à jour pour cette devise." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:190 msgid "Set product prices" msgstr "Fixer les prix des produits" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:192 msgid "" "In order to have product prices set in place to avoid any changes in " "currency rates, start by navigating to :menuselection:`Sales app --> " "Products --> Products`." msgstr "" "Pour définir les prix des produits afin d'éviter toute modification des taux" " de change, allez à l'application :menuselection:`Ventes --> Produits --> " "Produits`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:195 msgid "" "From the :guilabel:`Products` page, select the desired product to modify. " "Or, create a new product by clicking the :guilabel:`New` button." msgstr "" "Sur la page :guilabel:`Produits`, sélectionnez le produit que vous voulez " "modifier. Ou créez un nouveau produit en cliquant sur le bouton " ":guilabel:`Nouveau`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198 msgid "" "Then, on the product detail form, click the :guilabel:`Extra Prices` smart " "button, located in the upper-left corner. Doing so reveals a separate " ":guilabel:`Price Rules` page, specific to that particular product." msgstr "" "Ensuite, sur le formulaire détaillé du produit, cliquez sur le bouton " "intelligent :guilabel:`Prix supplémentaires`, situé dans le coin supérieur " "gauche. Cette opération fait apparaître une page séparée :guilabel:`Règles " "de prix`, spécifique à ce produit particulier." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How to set product prices based on foreign currency pricelists in Odoo " "Sales." msgstr "" "Comment définir les prix de produits basés sur des listes de prix en devise " "étrangère dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206 msgid "" "Click :guilabel:`New`, and select the desired pricelist from the drop-down " "menu in the :guilabel:`Pricelist` column." msgstr "" "Cliquez sur :guilabel:`Nouveau` et sélectionnez la liste de prix souhaité " "dans le menu déroulant dans la colonne :guilabel:`Liste de prix`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:209 msgid "" "The :guilabel:`Applied On` field is auto-populated with the product, so " "proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and" " :guilabel:`Price` fields." msgstr "" "Le champ :guilabel:`Appliqué à` est rempli automatiquement avec le produit, " "alors saisissez les chiffres souhaités dans les champs :guilabel:`Quantité " "min.` et :guilabel:`Prix`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:213 msgid "" "The figure in the :guilabel:`Min. Quantity` field means the " ":guilabel:`Price` being set will **only** trigger if at least that amount of" " product is purchased." msgstr "" "Le chiffre dans le champ :guilabel:`Quantité min.` signifie que le " ":guilabel:`Prix` défini ne sera appliqué **que** si cette quantité de " "produit est achetée." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:216 msgid "" "If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` " "for the set prices. Leaving those columns blank ensures the set price will " "remain valid, regardless of the date of sale." msgstr "" "Si nécessaire, configurez une :guilabel:`Date de début` et une " ":guilabel:`Date de fin` pour les prix définis. En laissant ces colonnes " "vides, le prix fixé restera valable, quelle que soit la date de vente." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:219 msgid "" "If working in a multi-company environment, designate to which company this " "price rule should be applied in the :guilabel:`Company` field. Leaving that " "field blank ensures the price rule applies to all companies in the database." msgstr "" "Si vous travaillez dans un environnement multi-sociétés, indiquez dans le " "champ :guilabel:`Société` à quelle société cette règle de prix doit " "s'appliquer. En laissant le champ vide, la règle de prix s'applique à toutes" " les entreprises de la base de données." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:223 msgid "" "With those configurations complete, regardless of any changes/updates in " "conversion, whenever those designated pricelists are applied to a customer " "trying to purchase this specific product, these pre-determined set prices " "appear." msgstr "" "Une fois ces configurations terminées, quelles que soient les " "modifications/mises à jour de la conversion, chaque fois que ces listes de " "prix sont appliquées à un client essayant d'acheter ce produit spécifique, " "ces prix prédéterminés s'affichent." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:228 msgid ":doc:`./pricing`" msgstr ":doc:`./pricing`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "Pricelists, discounts, and formulas" msgstr "Listes de prix, remises et formules" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5 msgid "" "A *pricelist* is a method of dynamic pricing that applies a list of prices " "(or price rules) to adjust sales prices. This adjustment can apply to " "specific customers, customer groups, sales orders, time periods, etc., and " "is useful for creating pricing strategies and optimizing sales margins." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:9 msgid "" "Odoo **Sales** has a useful pricelist feature that can be tailored to fit " "any unique pricing strategy. Pricelists suggest certain prices, but they can" " always be overridden on the sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:13 msgid "Pricelists configuration" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:15 msgid "" "To enable pricelists in the Odoo **Sales** app, first navigate to " ":menuselection:`Sales app --> Configuration --> Settings`. In the " ":guilabel:`Pricing` section, tick the checkbox next to the " ":guilabel:`Pricelists` feature, and click :guilabel:`Save` to save all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "" "Comment se présente la fonctionnalité des listes de prix dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:22 msgid "" "After activating and saving the :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads. From here, either select the :icon:`oi-" "arrow-right` :guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists`" " feature on the :guilabel:`Settings` page), or navigate to " ":menuselection:`Sales app --> Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." msgstr "" "Les deux options permettent d'ouvrir la page des :guilabel:`Listes de prix` " "où vous pouvez modifier et/ou créer des listes de prix à tout moment." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "Comment se présente la page des listes de prix dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 msgid "" "If there is no specific pricelist configured on a sales quotation, the " ":guilabel:`Default` pricelist is applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38 msgid "" "The :guilabel:`Selectable` column is only applicable to Odoo **eCommerce**. " "This option allows website visitors to choose a pricelist when shopping in " "your **eCommerce** website." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:42 msgid "" "In Odoo 17 (and above), you are *not required* to enter a pricelist in the " ":guilabel:`Pricelist` field on a sales quotation form in order to confirm it" " (i.e. turn it into a sales order)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 msgid "" "The chatter section is available on pricelist forms, which allows you to add" " notes and communications on each pricelist page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:49 msgid "Creating and editing pricelists" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:51 msgid "" "From the :guilabel:`Pricelists` page, either select the pricelist to edit, " "or click :guilabel:`New` to create a new pricelist, which reveals a blank " "pricelist form that can be configured in a number of different ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "" "Comment se présente le formulaire détaillé des listes de prix dans Odoo " "Ventes." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:58 msgid "" "When creating a new pricelist, start by adding a name for the pricelist at " "the blank field at top of the form. Next, select which :guilabel:`Currency` " "should be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61 msgid "" "If working in a multi-company environment, select which company this " "pricelist should apply to in the :guilabel:`Company` field. If this field is" " left blank, the pricelist is automatically applied to all companies in the " "database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65 msgid "" "If working in a multinational company, select the countries where this " "pricelist will apply under the :guilabel:`Country Groups` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69 msgid "Price Rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 msgid "" "In the :guilabel:`Price Rules` tab, each line creates a new record that will" " implement customized pricing to the sales order where the pricelist is " "applied. To create a new price rule, click on :guilabel:`Add a line`, which " "opens a new pricelist rules form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:75 msgid "" "Then, select whether to apply this set of rules to a :guilabel:`Product` or " ":guilabel:`Category`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 msgid "From here, there are several configuration options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:79 msgid "" ":guilabel:`Product`: If selected in the :guilabel:`Apply To` field, use this" " field to choose one or more products to which this pricelist will apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid "" ":guilabel:`Category`: Select one or more product categories to which this " "pricelist will apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:82 msgid "" ":guilabel:`Price Type`: Select whether the specialized pricing will fall " "under :guilabel:`Discount`, :guilabel:`Formula`, or :guilabel:`Fixed Price`." " Depending on the price type, there will be additional configurations on how" " to apply the pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:86 msgid "" ":guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can " "be configured by using a negative value in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:90 msgid "" "If a pricelist is applied to a sales quotation with the discount " ":guilabel:`Price Type` set as :guilabel:`Discount`, the discount will " "visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "A pricelist rule using Price Type: Discount to create a discount." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How a pricelist rule using Price Type: Discount appears on customer preview." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:99 msgid "" ":guilabel:`Formula`: Calculate the pricelist rules based the following " "configuration:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:101 msgid "" ":guilabel:`Discount`: Percentage discount to be applied. Negative values can" " be entered to increase prices." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid "" "If a pricelist is applied to a sales quotation with the discount " ":guilabel:`Price Type` set as :guilabel:`Formula`, the discount will *not* " "be visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:108 msgid "" ":guilabel:`Round off to`: Numerical value to act as round-off multiple, to " "be applied after discount. The rounding method sets the price so that it is " "a multiple of the value in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:113 msgid "Rounding is applied *after* the discount and *before* the extra fee." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 msgid "" ":guilabel:`Extra Fee`: Fixed amount to be added or subtracted once " ":guilabel:`Discount` and :guilabel:`Round off to` have been applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:117 msgid "" ":guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied," " all product lines in the quotation form will be updated to this price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120 msgid "" ":guilabel:`Min Qty`: Specify the minimum quantity of selected products for " "this pricelist to apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122 msgid "" ":guilabel:`Validity Period`: Specify the start and end date during which " "this pricelist can be applied to quotations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126 msgid "" "To formulate a 100% markup (or two times the price of the product), with a " "$5 minimum margin, set the :guilabel:`Based price` field to :guilabel:`Sales" " Price` and the :guilabel:`Discount` to `-100`. This is often seen in retail" " situations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo" " Sales." msgstr "" "Comment formuler un coût de majoration avec un marge minimale de 5 dollars " "dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:134 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " ":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to " "`-0.01`, and the :guilabel:`Rounding Method` field to `10`." msgstr "" "Pour appliquer une remise de 20%, avec des pris arrondis à 9,99, définissez " "le champ :guilabel:`Basé sur` sur :guilabel:`Prix de vente`, le champ " ":guilabel:`Remise` sur `20`, le champ :guilabel:`Frais supplémentaires` sur " "`-0,01` et le champ :guilabel:`Méthode d'arrondi` sur `10`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" "Exemple d'une remise de 20% avec des prix arrondis à 9,99 dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" "Pour que les prix se terminent par 9,99, définissez la :guilabel:`Méthode " "d'arrondi` à `10` et les :guilabel:`Frais supplémentaires` sur `-0,01`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:146 msgid "Recurring Prices tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 msgid "" "Recurring prices are specifically used with :doc:`subscription products " "<../../../subscriptions/products>`. When configuring price rules in this " "tab, keep in mind that they will only apply to subscription products, or " "products with recurring prices enabled." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:152 msgid "" "In the :guilabel:`Recurring Prices` tab, pricelists are configured with the " "same options as in the :guilabel:`Price Rules` tab, with additional columns " "for :guilabel:`Product Variants` add :guilabel:`Recurring Plan`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:156 msgid "" ":guilabel:`Product Variants` are configured under products that have one or " "more values, such as color, size, etc. Once a product has been selected " "under the :guilabel:`Products Tab`, if applicable, select the desired " "product variants to be included in the price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 msgid "" "Then, select the blank field in the :guilabel:`Recurring Plan` column to " "reveal a drop-down menu of pre-designated recurrence periods (e.g. " "`Monthly`, `Quarterly`, `Weekly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The recurring prices tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:166 msgid "" "New recurrence periods can also be created from this column. To do so, type " "in the name for the new :guilabel:`Recurring Plan`, then select " ":guilabel:`Create` from the resulting drop-down menu to create the time " "period, which can be edited later. Alternatively, select :guilabel:`Create " "and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From" " this pop-up form, the new recurrence period can be configured, with " "specific :guilabel:`Details`, :guilabel:`Self-Service`, and " ":guilabel:`Pricing` options. When the configurations are complete, click the" " :guilabel:`Save & Close` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Custom time period pop-up form in Odoo Sales." msgstr "" "Formulaire contextuel permettant de personnaliser une période dans Odoo " "Ventes." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:178 msgid "" "Lastly, add the desired price for this recurring price rule in the " ":guilabel:`Recurring Price` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:182 msgid ":doc:`../../../subscriptions`" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185 msgid "Rental rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:187 msgid "" "Price rules can be configured for :doc:`rental products <../../../rental>` " "under the :guilabel:`Rental rules` tab, using the same methodology as the " ":guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:191 msgid "" "To add a rental rule, click :guilabel:`Add a line`, and select a desired " "product in the :guilabel:`Products` column. Then, select any specific " ":guilabel:`Variants`, if necessary." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 msgid "" "Next, designate a :guilabel:`Period` of time for the rental rule (e.g. " "`Daily`, `Hourly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:196 msgid "" "Lastly, configure a :guilabel:`Price` for the rental rule in the respective " "column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The rental tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 msgid "Ecommerce Tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204 msgid "" "Under the :guilabel:`Ecommerce` tab, price rules can be configured for " "products sold on an :doc:`Ecommerce website " "<../../../../websites/ecommerce/products>`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:207 msgid "" "To enable the pricelist to be visible, select the target website in the " ":guilabel:`Website` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:209 msgid "" "The :guilabel:`Selectable` can be enabled to allow the customer to choose " "this pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:211 msgid "" "Finally, promotional and loyalty codes can be added to the " ":guilabel:`E-commerce Promotional Code` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The Ecommerce tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:218 msgid "Customer pricelist application" msgstr "Application d'une liste de prix à un client" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:220 msgid "" "While the default pricelist applied to any customer is the :guilabel:`Public" " Pricelist`, Odoo provides the opportunity to directly apply a different " "pricelist to customers on their contact form." msgstr "" "Alors que la liste de prix par défaut appliquée à tout client est la " ":guilabel:`Liste de prix publique`, Odoo offre la possibilité d'appliquer " "directement une liste de prix différents aux clients sur leur fiche de " "contact." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 msgid "" "To do that, open the desired customer's contact form, either by navigating " "to :menuselection:`Sales app --> Orders --> Customers` and selecting the " "customer from the main :guilabel:`Customers` page, or by clicking on the " "customer's name on a sales order." msgstr "" "Pour ce faire, ouvrez la fiche de contact du client souhaité, soit en allant" " à l'application :menuselection:`Ventes --> Commandes --> Clients` et en " "sélectionnant le client à partir de la page principale :guilabel:`Clients` " "ou en cliquant sur le nom du client sur une commande." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "Exemple d'une fiche détaillée d'un client dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:231 msgid "" "On the desired customer's contact form, under the :guilabel:`Sales & " "Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist " "should be applied to this specific customer from the drop-down menu in the " ":guilabel:`Pricelist` field." msgstr "" "Sur la fiche de contact du client, dans l'onglet :guilabel:`Ventes & Achats`" " dans la section :guilabel:`Ventes`, déterminez quelle liste de prix doit " "être appliquée à ce client spécifique dans le menu déroulant du champ " ":guilabel:`Liste de prix`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "Le champ Liste de prix sur une fiche de client dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240 msgid "" "When a customer is added to the database, the default pricelist is " "automatically applied to them. There is **no way** to have a blank " "*Pricelist* field on a contact form. Even if that field is left blank, the " "default pricelist appears when that contact form is opened again." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:244 msgid "" "However, when that contact is added to a quotation, and the *Pricelist* " "field is auto-populated (based on the information from their contact form), " "that predetermined pricelist can be removed from the *Pricelist* field, and " "the quotation can still be confirmed, and subsequently, turned into a sales " "order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:254 msgid "" "The *Discounts* feature allows the ability to set a discount or increase the" " price on *individual items* in a sales order. This is calculated as a " "percentage of that product's sales price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:257 msgid "" "To access discounts, navigate to the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click the " ":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Click the checkbox labeled Discounts to activate Discounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:265 msgid "" "After the setting has been activated, navigate to the desired quotation by " "going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " "the page. Once there, click on the desired quote from the list." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:269 msgid "" "In the order lines section of the quotation form, a new column heading will " "appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " "individual line items. Enter the desired discount for each product line and " "the new price will automatically be calculated in the quote " ":guilabel:`Total` at the bottom of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:275 msgid "" "A discount can also be added directly to a sales order in the same way. " "Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " "desired sales order, and add the discount to :guilabel:`Disc.%` as described" " above." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The Dis.% heading will now appear in Order Lines." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:284 msgid "" "Positive values for :guilabel:`Disc.%` will apply a *discount*, while " "negative values can be used to *increase* the price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 msgid "Discount button" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:290 msgid "" "In Odoo 17, with the :ref:`Discounts setting ` enabled, a " ":guilabel:`Discount` button appears at the bottom of sales orders." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "" "The discount button located at the bottom of a sales order form in the Odoo " "Sales app." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:297 msgid "" "When the :guilabel:`Discount` button on a sales order is clicked, a " ":guilabel:`Discount` pop-up window appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:300 msgid "" "On this pop-up window, configure the :guilabel:`Discount` percentage, and " "select one of the following discount options: :guilabel:`On All Order " "Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304 msgid "" ":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to " "add the specified discount percentage (configured in the " ":guilabel:`Discount` field of the pop-up window) on all existing order lines" " of the sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:307 msgid "" ":guilabel:`Global Discount`: When selected, Odoo adds a discount product to " "the order, which has the cumulative value equivalent to the specified " "discount percentage (configured in the :guilabel:`Discount` field of the " "pop-up window). Any product added (or removed) *after* the discount is added" " does **not** affect the discount value on the order line." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:313 msgid "" "In this example, since the total of the order is $600, and there is a 30% " "global discount, that specific line is added to the sales order with a -180 " "value (which is 30% of $600)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "The sales order with the applied global discount option in the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:320 msgid "" ":guilabel:`Fixed Amount`: When selected, the percentage designation in the " ":guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein" " a specific amount must be entered. This configured value is added as a " "discount line on the sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:325 msgid "" "It is more beneficial to add a :guilabel:`Fixed Amount` discount after " "**all** desired products have been added to a sales order. If there are " "changes made to the sales order *after* the discount is added, make sure to " "change the value on the :guilabel:`Discount` line, or remove the line and " "add the discount again." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331 msgid "Conditions" msgstr "Conditions" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:333 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" "La section :guilabel:`Conditions` se trouve au bas de la fenêtre " "contextuelle :guilabel:`Créer des règles de liste de prix`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:336 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" "Ici, commencez par sélectionner l'une des options dans le champ " ":guilabel:`Appliquer sur`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" ":guilabel:`Tous les produits` : la règle de liste de prix avancée s'applique" " à tous les produits." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:339 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" ":guilabel:`Catégorie de produits` : la règle de liste de prix avancée " "s'applique à une catégorie de produits spécifique." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:341 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" ":guilabel:`Produit` : la règle de liste de prix avancée s'applique à un " "produit spécifique." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:342 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" ":guilabel:`Variante de produit` : la règle de liste de prix avancée " "s'applique à une variante de produit spécifique." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " ":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product " "Variant` must be chosen." msgstr "" "Si vous sélectionnez l'une de ces options, à l'exception de :guilabel:`Tous " "les produits`, de nouveaux champs spécifiques à l'option sélectionnée " "apparaissent, dans lesquels vous devez choisir la :guilabel:`Catégorie de " "produits`, le :guilabel:`Produit` ou la :guilabel:`Variante de produit` " "spécifique." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" "Ensuite, sélectionnez une quantité minimale à appliquer à la règle de liste " "de prix avancée dans le champ :guilabel:`Quantité minimale`. Enfin, " "sélectionnez une plage de dates pour la validation des éléments de la liste " "de prix dans le champ :guilabel:`Validité`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" "Une fois que toutes les configurations sont terminées, cliquez sur " ":guilabel:`Enregistrer & Fermer` pour enregistrer la règle de liste de prix " "avancée ou cliquez sur :guilabel:`Enregistrer & Nouveau` pour immédiatement " "créer une autre règle de liste de prix avancée dans un formulaire vierge." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" "Si une règle de prix est définie pour un produit particulier et une autre " "règle pour sa catégorie de produits, Odoo prend la règle du produit lui-" "même." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:362 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 msgid ":doc:`/applications/websites/ecommerce/products/price_management`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "Gérez vos produits" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "Import products" msgstr "Importer des produits" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" "Odoo *Sales* provides a template for importing products with categories and " "variants, which can be opened and edited with any spreadsheet software " "(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" "Odoo *Ventes* fournit un modèle pour l'importation de produits avec " "catégories et variantes, qui peut être ouvert et modifié avec n'importe quel" " logiciel de feuille de calcul (Microsoft Excel, OpenOffice, Google Sheets, " "etc.)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" "When this spreadsheet is filled out properly, it can be quickly uploaded to " "the Odoo database. When uploaded, those products are instantly added, " "accessible, and editable in the product catalog." msgstr "" "Lorsque cette feuille de calcul est complétée correctement, elle peut être " "rapidement chargée vers la base de données Odoo. Une fois chargés, ces " "produits sont immédiatement ajoutés, accessibles et modifiables dans le " "catalogue de produits." #: ../../content/applications/sales/sales/products_prices/products/import.rst:12 msgid "Import template" msgstr "Modèle d'importation" #: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" "In order to import products with categories and variants, the *Import " "Template for Products* **must** be downloaded. Once downloaded, the template" " can be adjusted and customized, and then uploaded back into the Odoo " "database." msgstr "" "Afin d'importer des produits avec catégories et variantes, le *Modèle " "d'importation pour les produits* **doit** être téléchargé. Une fois " "téléchargé, le modèle peut être ajusté et personnalisé, puis de nouveau " "chargé vers la base de données Odoo." #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" "To download the necessary import template, navigate to :menuselection:`Sales" " app --> Products --> Products`. On the :guilabel:`Products` page, click the" " :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " "drop-down menu." msgstr "" "Pour télécharger le modèle d'importation nécessaire, allez à l'application " ":menuselection:`Ventes --> Produits --> Produits`. Sur la page des " ":guilabel:`Produits`, cliquez sur l'icône d'engrenage :guilabel:`⚙️` dans le" " coin supérieur gauche. Cette opération ouvre un menu déroulant." #: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" "From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" "Dans ce menu déroulant, sélectionnez l'option :guilabel:`Importer des " "enregistrements`." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The Import records option selectable from the gear icon on the Products page" " in Odoo Sales." msgstr "" "L'option Importer des enregistrements à sélectionner en cliquant sur l'icône" " d'engrenage sur la page des produits dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" "Selecting :guilabel:`Import records` reveals a separate page with a link to " "download the :guilabel:`Import Template for Products`. Click that link to " "download the template." msgstr "" "En cliquant sur :guilabel:`Importer des enregistrements`, une page séparée " "s'ouvre contenant un lien qui permet de télécharger le :guilabel:`Modèle " "d'importation pour les produits`. Cliquez sur ce lien pour télécharger le " "modèle." #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 msgid "" "Once the template download is complete, open the spreadsheet file to " "customize it." msgstr "" "Une fois que le modèle est téléchargé, ouvrez la feuille de calcul pour " "personnaliser le fichier." #: ../../content/applications/sales/sales/products_prices/products/import.rst:38 msgid "Customize product import template" msgstr "Personnaliser le modèle d'importation des produits" #: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" "When the import template has been downloaded and opened, it's time to modify" " its contents. However, before any changes are made, there are a few " "elements to keep in mind during the process:" msgstr "" "Lorsque le modèle d'importation a été téléchargé et ouvert, vous devez à " "présent modifier son contenu. Toutefois, avant d'apporter des changements, " "gardez ces quelques éléments à l'esprit pendant le processus :" #: ../../content/applications/sales/sales/products_prices/products/import.rst:43 msgid "" "Feel free to remove any columns that aren't deemed necessary. But, it is " "*strongly* advised that the :guilabel:`Internal Reference` column remains." msgstr "" "N'hésitez pas à supprimer des colonnes que vous n'estimez pas nécessaires. " "Toutefois, il est *fortement* recommandé de conserver la colonne " ":guilabel:`Référence interne`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:46 msgid "" "While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " "the :guilabel:`Internal Reference` column for each product can be helpful in" " many cases. This can even be from previous software spreadsheets to ease " "the transition into Odoo." msgstr "" "Bien que ce ne soit pas obligatoire, le fait d'avoir un identifiant unique " "(par ex. `FURN_001`) dans la colonne :guilabel:`Référence interne` pour " "chaque produit peut être utile dans de nombreux cas. L'identifiant peut même" " être celui des feuilles de calcul précédentes pour faciliter la transition " "dans Odoo." #: ../../content/applications/sales/sales/products_prices/products/import.rst:50 msgid "" "For example, when updating imported products, the same file can be imported " "several times without creating duplicates, thus enhancing the efficiency and" " simplicity of imported product management." msgstr "" "Par exemple, lors de la mise à jour des produits importés, vous pouvez " "importer le même fichier plusieurs fois sans devoir créer des doublons, " "améliorant donc l'efficacité et la simplicité de la gestion des produits " "importés." #: ../../content/applications/sales/sales/products_prices/products/import.rst:52 msgid "" "Do **not** change the labels of columns that are meant to be imported. " "Otherwise, Odoo won't recognize them, forcing the user to map them on the " "import screen manually." msgstr "" "Ne modifiez **pas** les libellés des colonnes qui doivent être importées. " "Sinon, Odoo ne les reconnaîtra pas et vous devrez les faire correspondre " "manuellement sur l'écran d'importation." #: ../../content/applications/sales/sales/products_prices/products/import.rst:54 msgid "" "Feel free to add new columns to the template spreadsheet, if desired. " "However, to be added, those fields **must** exist in Odoo. If Odoo can't " "match the column name with a field, it can be matched manually during the " "import process." msgstr "" "N'hésitez pas à ajouter de nouvelles colonnes au modèle de feuille de calcul" " si vous le souhaitez. Cependant, pour qu'ils soient ajoutés, ces champs " "**doivent** exister dans Odoo. Si Odoo ne peut pas faire correspondre le nom" " de la colonne à un champ, il peut être associé manuellement pendant le " "processus d'importation." #: ../../content/applications/sales/sales/products_prices/products/import.rst:58 msgid "" "During the import process of the completed template, Odoo reveals a page " "showcasing all the elements of the newly-configured product template " "spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " "and :guilabel:`Comments`." msgstr "" "Pendant le processus d'importation du modèle complété, Odoo affiche une page" " présentant tous les éléments du modèle de produit nouvellement configuré, " "classés par :guilabel:`Colonne de fichier`, :guilabel:`Champ Odoo`, et " ":guilabel:`Commentaires`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:62 msgid "" "To manually match a column name with a field in Odoo, click the " ":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " "that needs a manual adjustment, and select the appropriate field from that " "drop-down menu." msgstr "" "Pour manuellement faire correspondre un nom de colonne avec un champ dans " "Odoo, cliquez sur le menu déroulant :guilabel:`Champ Odoo` à côté de la " ":guilabel:`Colonne de fichier` qui doit être ajustée manuellement et " "sélectionnez le champ approprié dans ce menu déroulant." #: ../../content/applications/sales/sales/products_prices/products/import.rst:0 msgid "" "The Odoo Field drop-down menu next to a Field Column that needs to be " "manually adjusted." msgstr "" "Le menu déroulant du Champ Odoo à côté d'une Colonne de fichier qui doit " "être ajustée manuellement." #: ../../content/applications/sales/sales/products_prices/products/import.rst:71 msgid "Import product template spreadsheet" msgstr "Importer la feuille de calcul du modèle de produit" #: ../../content/applications/sales/sales/products_prices/products/import.rst:73 msgid "" "After customizing the product template spreadsheet, return to the Odoo " "product import page, where the template download link is found, and click " "the :guilabel:`Upload File` button in the upper-left corner." msgstr "" "Après avoir personnalisé la feuille de calcul du modèle de produit, " "retournez à la page d'importation de produit d'Odoo, où vous trouvez le lien" " de téléchargement du modèle et cliquez sur le bouton :guilabel:`Charger le " "fichier` dans le coin supérieur gauche." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The upload file button on the import products template download page in Odoo" " Sales." msgstr "" "Le bouton permettant de charger un fichier sur la page de téléchargement du " "modèle de produit dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/products/import.rst:81 msgid "" "Then, a pop-up window appears, in which the completed product template " "spreadsheet file should be selected and uploaded to Odoo." msgstr "" "Une fenêtre contextuelle s'affiche alors, dans laquelle vous pouvez " "sélectionner le fichier de feuille de calcul du modèle de produit complété " "et le charger vers Odoo." #: ../../content/applications/sales/sales/products_prices/products/import.rst:84 msgid "" "After that, Odoo reveals a page showcasing all the elements of the newly-" "configured product template spreadsheet, separated by :guilabel:`File " "Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." msgstr "" "Ensuite, Odoo affiche une page qui présente tous les éléments du modèle de " "produit nouvellement configuré, classés par :guilabel:`Colonne de fichier`, " ":guilabel:`Champ Odoo`, et guilabel:`Commentaires`." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import a file page in Odoo Sales after a product template has been " "uploaded." msgstr "" "La page Importer un fichier dans Odoo Ventes après avoir chargé un modèle de" " produit." #: ../../content/applications/sales/sales/products_prices/products/import.rst:91 msgid "" "From here, the :guilabel:`File Column` can be manually assigned to an " ":guilabel:`Odoo Field`, if necessary." msgstr "" "De là, vous pouvez manuellement assigner la :guilabel:`Colonne de fichier` à" " un :guilabel:`Champ Odoo`, si nécessaire." #: ../../content/applications/sales/sales/products_prices/products/import.rst:94 msgid "" "To make sure everything is appropriate, and all the columns and fields are " "lined up accurately, click the :guilabel:`Test` button in the upper-left " "corner." msgstr "" "Pour s'assurer que tout est en ordre et que les colonnes et les champs sont " "bien alignés, cliquez sur le bouton :guilabel:`Tester` dans le coin " "supérieur gauche. " #: ../../content/applications/sales/sales/products_prices/products/import.rst:97 msgid "" "If everything is lined up and applied correctly, Odoo reveals a blue banner " "at the top of the page, informing the user that :guilabel:`Everything seems " "valid`." msgstr "" "Si tout est correctement aligné et appliqué, Odoo affiche une bannière bleue" " en haut de la page, informant l'utilisateur que :guilabel:`Tout semble " "correct`." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The everything seems valid message that appears if file columns are entered " "correctly." msgstr "" "Le message Tout semble correct qui apparaît sir les colonnes de fichier sont" " saisies correctement." #: ../../content/applications/sales/sales/products_prices/products/import.rst:104 msgid "" "If there are any errors, Odoo reveals a red banner at the top of the page, " "with instructions of where to locate the specific issues, and how to fix " "them." msgstr "" "S'il y a des erreurs, Odoo affiche une bannière rouge en haut de la page, " "expliquant où se trouvent les problèmes spécifiques et comment y remédier." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import error message that appears if file columns don't match an Odoo " "Field." msgstr "" "Le message d'erreur d'importation qui apparaît si les colonnes de fichier ne" " correspondent pas à un champ Odoo." #: ../../content/applications/sales/sales/products_prices/products/import.rst:111 msgid "" "Once those errors are fixed, click :guilabel:`Test` again to ensure all " "necessary issues have been remedied appropriately." msgstr "" "Une fois que ces erreurs sont résolues, cliquez à nouveau sur " ":guilabel:`Tester` pour vous assurer que tous les problèmes nécessaires ont " "été résolus." #: ../../content/applications/sales/sales/products_prices/products/import.rst:114 msgid "" "If additional product template spreadsheets need to be uploaded, click the " ":guilabel:`Load File` button, select the desired product template " "spreadsheet, and repeat the process." msgstr "" "Si vous devez charger d'autres modèles de produits, clique sur le bouton " ":guilabel:`Charger un fichier`, sélectionnez la feuille de calcul souhaitée " "et répétez le processus." #: ../../content/applications/sales/sales/products_prices/products/import.rst:117 msgid "When everything is ready, click the :guilabel:`Import` button." msgstr "" "Une fois que vous avez terminé, cliquez sur le bouton :guilabel:`Importer`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:119 msgid "" "When clicked, Odoo instantly imports those products, and reveals the main " ":guilabel:`Products` page, with a pop-up message in the upper-right corner. " "This pop-up message informs the user how many products were successfully " "imported." msgstr "" "Odoo importe alors immédiatement ces produits et affiche la page principale " "des :guilabel:`Produits`, avec un message contextuel dans le coin supérieur " "droit. Ce message contextuel informe l'utilisateur sur le nombre de produits" " qui ont été importés avec succès." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The pop-up window that appears after a successful product import process in " "Odoo Sales." msgstr "" "La fenêtre contextuelle qui s'affiche après un processus d'importation de " "produits réussi dans Odoo Ventes." #: ../../content/applications/sales/sales/products_prices/products/import.rst:127 msgid "" "At this point, all the newly-imported products are accessible and editable " "via the :guilabel:`Products` page." msgstr "" "À ce stade, tous les produits nouvellement importés sont accessibles et " "modifiables via la page des :guilabel:`Produits`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:131 msgid "Import relation fields, attributes, and variants" msgstr "Importer des champs relationnels, des attributs et des variantes" #: ../../content/applications/sales/sales/products_prices/products/import.rst:133 msgid "" "It's important to note that an Odoo object is always related to many other " "objects. For example, a product is linked to product categories, attributes," " vendors, and things of this nature. These links/connections are known as " "relations." msgstr "" "Il convient de noter qu'un objet Odoo est toujours associé à de nombreux " "autres objets. Par exemple, un produit est associé à des catégories de " "produits, des attributs, des fournisseurs et bien d'autres choses encore. " "Ces liens/connexions sont appelés des relations." #: ../../content/applications/sales/sales/products_prices/products/import.rst:138 msgid "" "In order to import product relations, the records of the related object " "**must** be imported *first* from their own list menu." msgstr "" "Afin d'importer les relations des produits, les enregistrements de l'objet " "lié **doivent** *d'abord* être importés de leur propre menu de liste." #: ../../content/applications/sales/sales/products_prices/products/import.rst:142 msgid "Relation fields" msgstr "Champs relationnels" #: ../../content/applications/sales/sales/products_prices/products/import.rst:144 msgid "" "On product forms in Odoo, there are a number of fields that can be modified " "and customized at any time. These fields are found under every tab on a " "product form. While these fields are easily editable directly on the product" " form, they can also be modified via a product import." msgstr "" "Sur les formulaires de produit dans Odoo, un certain nombre de champs peut " "être modifié et personnalisé à tout moment. Ces champs se trouvent dans " "chaque onglet sur un formulaire. Tandis que ces champs peuvent facilement " "être modifiés directement sur le formulaire de produit, ils peuvent " "également être modifiés par le biais d'une importation de produits." #: ../../content/applications/sales/sales/products_prices/products/import.rst:148 msgid "" "As mentioned, relation fields of this nature can **only** be imported for " "products if they already exist in the database. For example, if a user " "attempts to import a product with a *Product Type*, it can only be one of " "the preconfigured product types existing in the database (e.g. *Storable " "Product*, *Consumable*, etc.)." msgstr "" "Comme il est indiqué ci-dessus, les champs relationnels de cette nature ne " "peuvent être importés pour les produits **que** s'ils existent déjà dans la " "base de données. Par exemple, si un utilisateur veut importer un produit " "avec un *Type de produit*, il peut uniquement s'agit des types de produit " "préconfigurés qui existent déjà dans la base de données (par ex. *Produit " "stockable*, *Consommable*, etc.)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:153 msgid "" "To import information for a relation field on a product import template " "spreadsheet, add the name of the field as a column name/title on the " "spreadsheet. Then, on the appropriate product line, add the desired relation" " field option." msgstr "" "Pour importer les informations d'un champ relationnel dans un modèle " "d'importation de produit, ajoutez le nom du champ en tant que nom/titre de " "colonne de la feuille de calcul. Ensuite, sur la ligne de produit " "appropriée, ajoutez l'option de champ relationnel souhaitée." #: ../../content/applications/sales/sales/products_prices/products/import.rst:157 msgid "" "When all desired relation field information has been entered, save the " "spreadsheet, and import it to the database, per the process mentioned above " "(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " "Import records --> Upload File`)." msgstr "" "Lorsque toutes les informations relatives aux champs relationnels ont été " "saisies, enregistrez la feuille de calcul et importez-la dans la base de " "données, conformément au processus mentionné ci-dessus " "(:menuselection:`application Ventes --> Produits --> Produits --> icône " "d'engrenage ⚙️ --> Importer des enregistrements --> Charger un fichier`)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:161 msgid "" "Once the spreadsheet with the newly-configured relation field information " "has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page." msgstr "" "Une fois que la feuille de calcul avec les informations relatives au champ " "relationnel nouvellement configuré a été chargée, cliquez sur " ":guilabel:`Importer`, et Odoo retourne à la page des :guilabel:`Produits`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:164 msgid "" "When the newly-changed/modified products, complete with the new relation " "field information, has been imported and uploaded, that new information can " "be found on the :guilabel:`Products` page." msgstr "" "Lorsque les produits nouvellement modifiés, avec les nouvelles informations " "sur les champs relationnels, ont été importés et chargés, ces nouvelles " "informations peuvent être trouvées sur la page des :guilabel:`Produits`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:168 msgid "Attributes and values" msgstr "Attributs et valeurs" #: ../../content/applications/sales/sales/products_prices/products/import.rst:170 msgid "" "Odoo also allows users to import product attributes and values that can be " "used for products that already exist in the database, and/or with imported " "products." msgstr "" "Odoo permet aussi aux utilisateurs d'importer des attributs et des valeurs " "qui peuvent être utilisés pour des produits qui existent dans la base de " "données et/ou avec des produits importés." #: ../../content/applications/sales/sales/products_prices/products/import.rst:173 msgid "" "To import attributes and values, a separate spreadsheet or CSV file " "dedicated to attributes and values **must** be imported and uploaded before " "they can be used for other products." msgstr "" "Pour importer des attributs et des valeurs, une feuille de temps séparée ou " "un fichier CSV dédié aux attributs et valeurs **doivent** être importés et " "chargés avant qu'ils puissent être utilisés pour d'autres produits." #: ../../content/applications/sales/sales/products_prices/products/import.rst:176 msgid "" "The column names/titles of the attributes and values spreadsheet should be " "as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " ":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." msgstr "" "Les noms/titres de colonne des attributs et des valeurs de la feuille de " "calcul doivent être les suivants : :guilabel:`Attribut`, :guilabel:`Type " "d'affichage`, :guilabel:`Mode de création des variantes`, et " ":guilabel:`Valeurs / Valeur`." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "An attributes and values spreadsheet template for imports." msgstr "" "Un modèle de feuille de calcul d'attributs et de valeurs pour les " "importations." #: ../../content/applications/sales/sales/products_prices/products/import.rst:184 msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." msgstr ":guilabel:`Attribut` : le nom de l'attribut (par ex. `Taille`)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:185 msgid "" ":guilabel:`Display Type`: display type used in the product configurator. " "There are three display type options:" msgstr "" ":guilabel:`Type d'affichage` : affiche le type utilisé dans le configurateur" " de produits. Il y a trois options de types d'affichage :" #: ../../content/applications/sales/sales/products_prices/products/import.rst:188 msgid ":guilabel:`Radio`: values displayed as radio buttons" msgstr ":guilabel:`Radio` : valeurs affichées sous forme de boutons radio" #: ../../content/applications/sales/sales/products_prices/products/import.rst:189 msgid ":guilabel:`Selection`: values displayed in a selection list" msgstr "" ":guilabel:`Sélection` : valeurs affichées sous forme de liste de sélection" #: ../../content/applications/sales/sales/products_prices/products/import.rst:190 msgid ":guilabel:`Color`: values denoted as a color selection" msgstr "" ":guilabel:`Couleur` : valeurs affichées sous forme d'une sélection de " "couleurs" #: ../../content/applications/sales/sales/products_prices/products/import.rst:192 msgid "" ":guilabel:`Variant Creation Mode`: how the variants are created when applied" " to a product. There are three variant creation mode options:" msgstr "" ":guilabel:`Mode de création des variantes` : la façon dont les variantes " "sont créées lorsqu'elles sont appliquées à un produit. Il y a trois options " "de mode de création des variantes :" #: ../../content/applications/sales/sales/products_prices/products/import.rst:195 msgid "" ":guilabel:`Instantly`: all possible variants are created as soon as the " "attribute, and its values, are added to a product" msgstr "" ":guilabel:`Instantanément` : toutes les variantes possibles sont créées dès " "que l'attribut et ses valeurs sont ajoutés à un produit" #: ../../content/applications/sales/sales/products_prices/products/import.rst:197 msgid "" ":guilabel:`Dynamically`: each variant is created **only** when its " "corresponding attributes and values are added to a sales order" msgstr "" ":guilabel:`Dynamique` : chaque variante est créée **uniquement** lorsque ses" " attributs et valeurs correspondants sont ajoutés à une commande" #: ../../content/applications/sales/sales/products_prices/products/import.rst:199 msgid ":guilabel:`Never`: variants are **never** created for the attribute" msgstr "" ":guilabel:`Jamais` : les variantes ne sont **jamais** créées pour l'attribut" #: ../../content/applications/sales/sales/products_prices/products/import.rst:202 msgid "" "The :guilabel:`Variants Creation Mode` **cannot** be changed once the " "attribute is used on at least one product." msgstr "" "Le :guilabel:`Mode de création des variantes` **ne peut pas** être modifié " "une fois que l'attribut est utilisé sur au moins un produit." #: ../../content/applications/sales/sales/products_prices/products/import.rst:205 msgid "" ":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " "If there are multiple values for the same attribute, the values need to be " "in individual lines on the spreadsheet." msgstr "" ":guilabel:`Valeurs/Valeur` : les valeurs relatives à l'attribut " "correspondant. Il y a plusieurs valeurs pour le même attribut, les valeurs " "doivent se trouver dans des lignes individuelles sur la feuille de calcul." #: ../../content/applications/sales/sales/products_prices/products/import.rst:208 msgid "" "Once the desired attributes and values have been entered and saved in the " "spreadsheet, it's time to import and upload it into Odoo. To do that, " "navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " "⚙️ (gear) icon --> Import records --> Upload File`." msgstr "" "Une fois que les attributs et les valeurs souhaités ont été saisis et " "enregistrés dans la feuille de calcul, vous devez l'importer et la charger " "dans Odoo. Pour ce faire, allez à l'application :menuselection:`Ventes --> " "Configuration --> Attributs --> icône d'engrenage ⚙️ --> Importer des " "enregistrements --> Charger un fichier`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:212 msgid "" "Once the spreadsheet with the newly-configured attributes and values has " "been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Attributes` page. That's where those newly-added attributes and " "values can be found and edited, if necessary." msgstr "" "Une fois que la feuille de calcul avec les attributs et valeurs nouvellement" " configurés a été chargée, cliquez sur :guilabel:`Importer`, et Odoo " "retourne à la page :guilabel:`Attributs`. Vous pourrez y trouver ces " "attributs et les valeurs nouvellement ajoutés et les modifier le cas " "échéant." #: ../../content/applications/sales/sales/products_prices/products/import.rst:216 msgid "" "As mentioned previously, when attributes and values have been added to the " "Odoo database, they can be used for existing or imported products." msgstr "" "Comme il est mentionné ci-dessus, lorsque les attributs et les valeurs ont " "été ajoutés à la base de données Odoo, ils peuvent être utilisés pour des " "produits existants ou importés." #: ../../content/applications/sales/sales/products_prices/products/import.rst:222 msgid "" "When product attributes and values are configured in the database, they can " "be used on product import spreadsheets to add more information and detail to" " products being imported." msgstr "" "Lorsque les attributs et les valeurs de produit sont configurés dans la base" " de données, ils peuvent être utilisés dans les feuilles de calcul " "d'importation des produits pour ajouter plus d'informations et de détails " "aux produits importés." #: ../../content/applications/sales/sales/products_prices/products/import.rst:225 msgid "" "To import products with product attributes and values, the product import " "template spreadsheet must be configured with specific :guilabel:`Product " "Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " ":guilabel:`Name` columns." msgstr "" "Pour importer des produits avec des attributs et des valeurs de produits, la" " feuille de calcul du modèle d'importation des produits avec des colonnes " "spécifiques : :guilabel:`Attributs de produits / Attribut`, " ":guilabel:`Attributs de produits / Valeurs`, et :guilabel:`Nom`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:229 msgid "" "There can be other columns, as well, but these columns are **required** in " "order to properly import products with specific variants." msgstr "" "Il peut y avoir d'autres colonnes, mais ces colonnes sont **nécessaires** " "pour importer correctement des produits avec des variantes spécifiques." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "Product variants spreadsheet with product attributes and variants for import" " purposes." msgstr "" "Feuille de calcul des variantes de produits contenant les attributs et les " "variantes des produits à des fins d'importation." #: ../../content/applications/sales/sales/products_prices/products/import.rst:236 msgid ":guilabel:`Name`: product name" msgstr ":guilabel:`Nom` : nom du produit" #: ../../content/applications/sales/sales/products_prices/products/import.rst:237 msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" msgstr ":guilabel:`Attributs de produits / Attribut` : nom de l'attribut" #: ../../content/applications/sales/sales/products_prices/products/import.rst:238 msgid "" ":guilabel:`Product Attributes / Values`: values pertaining to the " "corresponding attribute" msgstr "" ":guilabel:`Attributs de produits / Valeurs` : valeurs relatives à l'attribut" " correspondant" #: ../../content/applications/sales/sales/products_prices/products/import.rst:241 msgid "" "To import multiple values, separate them by *just* a comma, **not** a comma " "followed by a space, in the product import template spreadsheet (e.g. " "`furniture,couch,home`)." msgstr "" "Pour importer plusieurs valeurs, séparez-les par *une virgule*, et **non** " "par une virgule d'une espace, dans la feuille de calcul du modèle " "d'importation de produits (par ex. `furniture,couch,home`)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:244 msgid "" "When the desired products and product variants have been entered and saved " "in the spreadsheet, it's time to import and upload them into Odoo. To do " "that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" " (gear) icon --> Import records --> Upload File`." msgstr "" "Lorsque les produits et les variantes souhaités ont été saisis et " "enregistrés dans la feuille de calcul, vous devez les importer et les " "charger vers Odoo. Pour ce faire, allez à l'application " ":menuselection:`Ventes --> Produits --> Produits --> Icône d'engrenage ⚙️ " "--> Importer des enregistrements --> Charger un fichier`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:248 msgid "" "Once the spreadsheet with the newly-configured products and product variants" " has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page. That's where the newly-added products can be " "found." msgstr "" "Une fois que la feuille de calcul avec les produits et les variantes " "nouvellement configurés a été chargée, cliquez sur :guilabel:`Importer`, et " "Odoo retourne à la page des :guilabel:`Produits`. Vous y trouverez les " "produits nouvellement ajoutés." #: ../../content/applications/sales/sales/products_prices/products/import.rst:252 msgid "" "To view and modify the attributes and variants on any products, select the " "desired product from the :guilabel:`Products` page, and click the " ":guilabel:`Attributes \\& Variants` tab." msgstr "" "Pour visualiser et modifier les attributs et les variantes de n'importe quel" " produit, sélectionnez le produit souhaité sur la page des " ":guilabel:`Produits` et cliquez sur l'onglet :guilabel:`Attributs \\& " "Variantes`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:256 msgid ":doc:`variants`" msgstr ":doc:`variants`" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Product images with Google Images" msgstr "Images de produits avec Google Images" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" "Having appropriate product images in Odoo is useful for a number of reasons." " However, if a lot of products need images, assigning them can become " "incredibly time-consuming." msgstr "" "Il est utile d'avoir des images de produits appropriées dans Odoo pour un " "certain nombre de raisons. Toutefois, si un grand nombre de produits a " "besoin d'images, cette tâche devient rapidement fastidieuse." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" "Fortunately, by configuring the *Google Custom Search* API within an Odoo " "database, finding product images for products (based on their barcode) is " "extremely efficient." msgstr "" "Heureusement, en configurant l'API de la *recherche personnalisée de Google*" " dans une base de données Odoo, la recherche d'images de produits (sur la " "base de leur code-barres) est extrêmement efficace. " #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 msgid "" "In order to utilize *Google Custom Search* within an Odoo database, both the" " database and the Google API must be properly configured." msgstr "" "Afin d'utiliser la *recherche personnalisée de Google* dans une base de " "données Odoo, la base de données et l'API Google doivent être correctement " "configurées." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 msgid "" "Free Google accounts allow users to select up to 100 free images per day. If" " a higher amount is needed, a billing upgrade is required." msgstr "" "Les comptes Google gratuits permettent aux utilisateurs de sélectionner " "jusqu'à 100 images gratuites par jour. Si vous avez besoin de plus d'images," " procédez à une mise à jour de la facturation." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Tableau de bord de l'API Google" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " "Search API credentials. Then, log in with a Google account. Next, agree to " "their :guilabel:`Terms of Service` by checking the box, and clicking " ":guilabel:`Agree and Continue`." msgstr "" "Allez à la page `API & Services de la plateforme de Google Cloud " "`_ afin de générer les identifiants " "de l'API de la recherche personnalisée de Google. Ensuite, connectez-vous " "avec un compte Google. Acceptez alors leurs :guilabel:`Conditions " "d'utilisation` en cochant la case et en cliquant sur :guilabel:`Accepter et " "continuer`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" "From here, select (or create) an API project to store the credentials. Start" " by giving it a memorable :guilabel:`Project Name`, select a " ":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" "De là, sélectionnez (ou créez) un projet API pour enregistrer les " "identifiants. Commencez par lui donner un :guilabel:`Nom de projet` " "mémorable, sélectionnez un :guilabel:`Emplacement` (s'il y en a), puis " "cliquez sur :guilabel:`Créer`. " #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" "With the :guilabel:`Credentials` option selected in the left sidebar, click " ":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " "drop-down menu." msgstr "" "Lorsque vous avez sélectionné l'option :guilabel:`Identifiants` dans la " "barre latérale de gauche, cliquez sur :guilabel:`Créer les identifiants` et " "sélectionnez la :guilabel:`Clé API` dans le menu déroulant." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform." msgstr "Page API & Services de la plateforme Google Cloud." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" "Doing so reveals an :guilabel:`API key created` pop-up window, containing a " "custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " "pop-up window -- it will be used later. Once the key is copied (and saved " "for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" "Cette opération fait apparaître une fenêtre contextuelle :guilabel:`Clé API " "créée`, contenant une :guilabel:`Clé API` personnalisée. Copiez et " "enregistrez :guilabel:`Votre clé API` dans la fenêtre contextuelle -- elle " "sera utilisée plus tard. Une fois la clé copiée (et enregistrée pour plus " "tard), cliquez sur :guilabel:`Fermer` pour fermer la fenêtre contextuelle." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The API key created pop-up window that appears." msgstr "La fenêtre contextuelle de création de la clé API qui s'affiche." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 msgid "On this page, search for `Custom Search API`, and select it." msgstr "" "Sur cette page, recherchez `API de la recherche personnalisée` et " "sélectionnez-la." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" "Barre de recherche contenant \"API de la recherche personnalisée\" sur la " "plateforme Google Cloud." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" "From the :guilabel:`Custom Search API` page, enable the API by clicking " ":guilabel:`Enable`." msgstr "" "Sur la page :guilabel:`API de la recherche personnalisée`, activez l'API en " "cliquant sur :guilabel:`Activer`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "\"Custom Search API\" page with Enable button highlighted on Google Cloud " "Platform." msgstr "" "Page \"API de la recherche personnalisée\" avec le bouton Activer mis en " "évidence sur la plateforme de Google Cloud." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 msgid "Google Programmable Search dashboard" msgstr "Tableau de bord de Google Programmable Search" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" "Next, go to `Google Programmable Search Engine " "`_, and click either of the " ":guilabel:`Get started` buttons. Log in with a Google account, if not " "already logged in." msgstr "" "Allez ensuite à `Google Programmable Search Engine " "`_, et cliquez sur le bouton " ":guilabel:`Premiers pas`. Connectez-vous avec un compte Google si vous " "n'êtes pas encore connecté." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "Page Google Programmable Search Engine avec les boutons Premiers pas." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" "On the :guilabel:`Create a new search engine` form, fill out the name of the" " search engine, along with what the engine should search, and be sure to " "enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" "Sur le formulaire :guilabel:`Créer un nouveau moteur de recherche`, " "complétez le nom du moteur de recherche, ainsi que ce qu'il doit chercher, " "et veillez à activer la :guilabel:`Recherche d'images` et " ":guilabel:`SafeSearch`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "Create new search engine form that appears with search engine " "configurations." msgstr "" "Le formulaire Créer un nouveau moteur de recherche s'affiche avec les " "configurations du moteur de recherche." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 msgid "Validate the form by clicking :guilabel:`Create`." msgstr "Validez le formulaire en cliquant sur :guilabel:`Créer`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" "Doing so reveals a new page with the heading: :guilabel:`Your new search " "engine has been created`." msgstr "" "Cette opération fait apparaître une nouvelle page intitulée : " ":guilabel:`Votre nouveau moteur de recherche a été créé`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Your New Search Engine Has Been Created page that appears with copy " "code." msgstr "" "La page Votre nouveau moteur de recherche a été créé qui s'affiche avec la " "copie du code." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" "From this page, click :guilabel:`Customize` to open the " ":menuselection:`Overview --> Basic` page. Then, copy the ID in the " ":guilabel:`Search engine ID` field. This ID is needed for the Odoo " "configuration." msgstr "" "À partir de cette page, cliquez sur :guilabel:`Personnaliser` pour ouvrir la" " page :menuselection:`Vue d'ensemble --> Basique`. Copiez ensuite l'ID dans " "le champ :guilabel:`ID de moteur de recherche`. Cet ID est nécessaire pour " "la configuration d'Odoo." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Basic overview page with search engine ID field." msgstr "" "Page de la vue d'ensemble de base avec le champ ID du moteur de recherche." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 msgid "Odoo" msgstr "Odoo" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" "In the Odoo database, go to the :menuselection:`Settings app` and scroll to " "the :guilabel:`Integrations` section. From here, check the box beside " ":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Google Images setting in the Odoo Settings app page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" "Next, return to the :menuselection:`Settings app`, and scroll to the " ":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " ":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " "Images` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 msgid "Click :guilabel:`Save`." msgstr "Cliquez sur :guilabel:`Enregistrer`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "Product images in Odoo with Google Custom Search API" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" "Adding images to products in Odoo can be done on any product or product " "variant. This process can be completed in any Odoo application that provides" " access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" "Below is a step-by-step guide detailing how to utilize the *Google Custom " "Search API* to assign images to products in Odoo using the Odoo *Sales* " "application:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 msgid "" "Navigate to the :guilabel:`Products` page in the *Sales* app " "(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " ":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " "app --> Products --> Product Variants`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 msgid "Select the desired product that needs an image." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 msgid "" "Only products (or product variants) that have a barcode, but **not** an " "image, are processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 msgid "" "If a product with one or more variants is selected, each variant that " "matches the aforementioned criteria is processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 msgid "" "Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " ":guilabel:`Get Pictures from Google Images` from the menu that pops up." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Get Pictures from Google Images option from the Action drop-down menu in" " Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The pop-up that appears in which the user should click Get Picture in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 msgid "Once clicked, the image(s) will appear incrementally." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 msgid "" "Only the first 10 images are fetched immediately. If you selected more than " "10, the rest are fetched as a background job." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 msgid "" "The background job processes about 100 images in a minute. If the quota " "authorized by Google (either with a free or a paid plan) is reached, the " "background job puts itself on hold for 24 hours. Then, it will continue " "where it stopped the day before." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" "`Créer, modifier ou fermer un compte de facturation Cloud en libre-service " "`_" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " "characteristics and options for customers to choose from, such as size, " "style, or color, just to name a few." msgstr "" "Les variantes de produits sont utilisées pour donner à un seul produit une " "variété de caractéristiques ou d'options différentes parmi lesquelles les " "clients peuvent choisir, telles que la taille, le style ou la couleur." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:8 msgid "" "Products variants can be managed via their individual product template, or " "by navigating to either the :guilabel:`Product Variants` or " ":guilabel:`Attributes` page. All of these options are located within the " "Odoo *Sales* application." msgstr "" "Les variantes de produits peuvent être gérées via leur modèle de produit " "individuel ou en allant aux :guilabel:`Variantes de produits` ou aux " ":guilabel:`Attributs`." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:13 msgid "" "An apparel company has the following variant breakdown for one their best-" "selling t-shirts:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "Couleur : bleu, rouge, blanc, noir" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "Taille : S, M, L, XL, XXL" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:20 msgid "" "Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a" " specific product variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:23 msgid "" "**Color** and **Size** are *attributes*, and the corresponding options (like" " **Blue** and **S**) are *values*." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:26 msgid "" "In this instance, there is a total of twenty different product variants: " "four **Color** options multiplied by five **Size** options. Each variant has" " its own inventory count, sales totals, and other similar records in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:31 msgid ":ref:`ecommerce/products/product-variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:36 msgid "" "To use product variants, the *Variants* setting **must** be activated in the" " Odoo *Sales* application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:39 msgid "" "To do that, go to :menuselection:`Sales app --> Configuration --> Settings`," " and locate the :guilabel:`Product Catalog` section at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "" "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Activating product variants on the Settings page of the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "" "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "Attributs" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:53 msgid "" "Before product variants can be set up, attributes **must** be created. To " "create, manage, and modify attributes, navigate to :menuselection:`Sales app" " --> Configuration --> Attributes`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" " appear on the *Product Configurator*, *Point of Sale* dashboard, and " "*eCommerce* pages." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " "customized and configured in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" "Next, select one of the options from the :guilabel:`Display Type` field. The" " :guilabel:`Display Type` determines how this product is shown on the online" " store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 msgid "The :guilabel:`Display Type` options are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 msgid "" ":guilabel:`Pills`: options appear as selectable buttons on the product page " "of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 msgid "" ":guilabel:`Color`: options appear as small, colored squares, which reflect " "any HTML color codes" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 msgid "" ":guilabel:`Radio`: options appear in a bullet-style list on the product page" " of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 msgid "" ":guilabel:`Select`: options appear in a drop-down menu on the product page " "of the online store. set, on the product page of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 msgid "" ":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" " on the product page of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Display Types on Product Configurator on the online store in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 msgid "" "The :guilabel:`Variant Creation Mode` field informs Odoo when to " "automatically create a new variant once an attribute is added to a product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 msgid "" "The :guilabel:`Variant Creation Mode` field **must** be set to " ":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " "(option)` to work properly as the :guilabel:`Display Type`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 msgid "" ":guilabel:`Instantly`: creates all possible variants as soon as attributes " "and values are added to a product template." msgstr "" ":guilabel:`Instantanément`: crée toutes les variantes possibles dès que les " "attributs et les valeurs sont ajoutés à un modèle de produit." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 msgid "" ":guilabel:`Dynamically`: creates variants **only** when corresponding " "attributes and values are added to a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 msgid "" "Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " "cannot be edited." msgstr "" "Une fois ajouté à un produit, le :guilabel:`mode de création de variantes` " "d'un attribut ne peut être modifié." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 msgid "" "The :guilabel:`eCommerce Filter Visibility` field determines whether or not " "these attribute options are visible to the customer on the front-end, as " "they shop on the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 msgid "" ":guilabel:`Visible`: the attribute values are visible to customers on the " "front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 msgid "" ":guilabel:`Hidden`: the attribute values are hidden from customers on the " "front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 msgid "" "Lastly, in the optional :guilabel:`eCommerce Category` field, select a " "category from a drop-down menu to group similar attributes under the same " "section for added specificity and organization." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " "internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " "far-right of the :guilabel:`eCommerce Category` field, once an option has " "been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A standard attribute category detail page accessible via its internal link " "arrow icon." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " "category. These attributes can be dragged-and-dropped into a desirable order" " of priority." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " "reveals a :guilabel:`Create Category` pop-up window, in which the new " "attribute category can be configured and customized." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " "custom (i.e. the customer gets to provide unique specifications that are " "specific to this particular value)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " "line, to make it easier for salespeople and customers to know exactly what " "color option they're choosing." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Selecting a color from the HTML color pop-up window that appears on " "attribute form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" "Vous pouvez également créer des attributs directement à partir du modèle de " "produit en ajoutant une nouvelle ligne et en tapant le nom dans l'onglet " ":guilabel:`Variantes`." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " "That button lists every product in the database currently using that " "attribute." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " "--> Products`, and select an existing product to view that desired product's" " form. Or, click :guilabel:`Create` to create a new product, to which a " "product variant can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " "new attribute in the blank field, and select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " ":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, " "proceed to modify the attribute in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" "Des processus similaires de création de variantes de produit sont " "accessibles via les applications Achats, Inventaire et eCommerce." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " ":guilabel:`Product Variant Values`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The Product Variant Values page accessible via the Configure button on a " "product form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A Product Variant Values page accessible via the Product Variants Values " "general page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " "added, this specific attribute value will be excluded from those specific " "products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" " appears at the top of the product form. The :guilabel:`Variants` smart " "button indicates how many variants are currently configured for that " "specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " "configured for that specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants page accessible via the variants smart button on the product " "form in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "Impact des variantes" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" ":guilabel:`Inventaire`: L'inventaire est compté pour chaque variante de " "produit individuelle. Sur le formulaire du modèle de produit, l'inventaire " "reflète la somme de toutes les variantes, mais l'inventaire réel est calculé" " par variante individuelle." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" ":guilabel:`Image`: Chaque variante de produit peut avoir sa propre image " "spécifique." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" "Les modifications du modèle de produit s'appliquent automatiquement à chaque" " variante de ce produit." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Returns and refunds" msgstr "Retours et remboursements" #: ../../content/applications/sales/sales/products_prices/returns.rst:5 msgid "" "The Odoo *Sales* app provides two different ways to process returns. The " "method used depends on whether or not an invoice has been sent." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:9 msgid "Before invoicing" msgstr "Avant l'établissement de la facture" #: ../../content/applications/sales/sales/products_prices/returns.rst:11 msgid "" "Returns are completed using *Reverse Transfers* when a customer decides to " "return a product **before** an invoice has been sent or validated." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:15 msgid "" "In order to use *Reverse Transfers*, the *Inventory* app **must** be " "installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:17 msgid "" "To start a return before invoicing, navigate to the :menuselection:`Sales` " "app, select the desired sales order, and click on the :guilabel:`Delivery` " "smart button to open the associated delivery order." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical sales order with a highlighted delivery smart button in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:25 msgid "On the validated delivery order, click :guilabel:`Return`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A validated delivery order with a highlighted Return button in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:31 msgid "This opens a :guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:33 msgid "" "By default, the :guilabel:`Quantity` matches the validated quantities from " "the delivery order. Update the quantities, if necessary. Click on the " ":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the " "return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The \"Reverse Transfer\" pop-up window, to make a return before invoicing " "the customer." msgstr "" "La fenêtre contextuelle \"Annuler le transfert\" pour effectuer un retour " "avant de facturer le client." #: ../../content/applications/sales/sales/products_prices/returns.rst:41 msgid "" "Next, click :guilabel:`Return` to confirm the return. This generates a new " "warehouse operation for the incoming returned product(s)." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Warehouse operation after a return has been confirmed in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:48 msgid "" "Upon receiving the return, the warehouse team validates the warehouse " "operation by clicking :guilabel:`Validate`. Then, on the original sales " "order, the :guilabel:`Delivered` quantity updates to reflect the difference " "between the initial validated quantities and the returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The updated \"Delivered\" quantity on the sales order after the reverse " "transfer." msgstr "" "La quantité \"livrée\" mise à jour sur la commande client après l'annulation" " du transfert." #: ../../content/applications/sales/sales/products_prices/returns.rst:56 msgid "" "When an invoice is created, the customer receives an invoice **only** for " "the products they are keeping, if any." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:60 msgid "After invoicing" msgstr "Après l'établissement d'une facture" #: ../../content/applications/sales/sales/products_prices/returns.rst:62 msgid "" "Sometimes, customers return an item after they receive and/or pay for their " "invoice. In these cases, a return using only *Reverse Transfers* is " "insufficient since validated, or sent, invoices cannot be changed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:66 msgid "" "However, *Reverse Transfers* can be used in conjunction with *Credit Notes* " "to complete the customer's return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:69 msgid "" "To start a return after invoicing, navigate to the relevant sales order in " "the :menuselection:`Sales` app." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:72 msgid "" "If there is a payment registered on the sales order, the payment details " "appear in the chatter, and the invoice (accessible through the " ":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` " "banner." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Sample of a green in payment banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:80 msgid "" "From the sales order, click on the :guilabel:`Delivery` smart button to view" " the validated delivery order. Then, click :guilabel:`Return` to open the " ":guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:83 msgid "" "Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed " "for the return. Then, click :guilabel:`Return`. This generates a new " "warehouse operation for the incoming returned product(s), which is validated" " by the warehouse team once the return is received by clicking " ":guilabel:`Validate`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:88 msgid "" "Then, on the sales order, the :guilabel:`Delivered` quantity updates to " "reflect the difference between the initial validated quantities and the " "returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:91 msgid "" "To process a refund, navigate to the relevant invoice (from the sales order," " click on the :guilabel:`Invoices` smart button). Then, click the " ":guilabel:`Credit Note` button at the top of the validated invoice." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical customer invoice with a Credit Note button highlighted in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:99 msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Typical credit note pop-up form that appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:105 msgid "" "Start by entering a :guilabel:`Reason displayed on Credit Note` and a " "specific :guilabel:`Journal` to process the credit. Then, select a specific " ":guilabel:`Reversal Date`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:108 msgid "" "After the information is filled in, click :guilabel:`Reverse` or " ":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:111 msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:113 msgid "" "When complete, a blue banner reading: :guilabel:`You have outstanding " "credits for this customer. You can allocate them to mark this invoice as " "paid.` appears at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:117 msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" msgstr ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "Envoyer des devis" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:3 msgid "Create quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:5 msgid "" "In Odoo **Sales**, quotations can be created and sent to customers. Once a " "quotation has been confirmed, it officially turns into a *sales order*, " "which can then be invoiced and paid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:11 msgid "Quotation settings" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:13 msgid "" "To access these setting options, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and scroll to the :guilabel:`Quotations & " "Orders` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "The Quotations and Orders section on the Odoo Sales app Settings page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:20 msgid "" ":guilabel:`Quotation Templates`: Enable this option to create quotation " "templates featuring standard product offers, which are then selectable on " "quotation forms. When this checkbox is ticked, an additional field, " ":guilabel:`Default Template`, appears, along with a link to the " ":guilabel:`Quotation Templates` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:24 msgid "" ":guilabel:`Online Signature`: Request an online signature to confirm orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:25 msgid "" ":guilabel:`Online Payment`: Request an online prepayment from customers to " "confirm orders. Request a full or partial payment (via down payment). When " "this checkbox is ticked, an additional field, :guilabel:`Prepayment amount " "(%)`, appears. There is also a link to the :guilabel:`Payment Providers` " "page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:29 msgid "" ":guilabel:`Default Quotation Validity`: Determine a set amount (in " ":guilabel:`days`) that quotations can remain valid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:31 msgid "" ":guilabel:`Default Recurrence`: Select a default period from the drop-down " "menu to use as a recurrence period for a new quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:33 msgid "" ":guilabel:`Sale Warnings`: Get warning messages about orders that include " "specific products or customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:35 msgid "" ":guilabel:`PDF Quote builder`: Customize the look of quotations with header " "pages, product descriptions, footer pages, and more." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:37 msgid "" ":guilabel:`Lock Confirmed Sales`: Ensure no further edits can be made to " "confirmed orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:38 msgid ":guilabel:`Pro-Forma Invoice`: Send pro-forma invoices to customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:40 msgid "" "To activate any of these settings, tick the checkbox beside the desired " "option(s). Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:44 msgid "Quotations dashboard" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:46 msgid "" "The *Quotations* dashboard is the page that appears when the " ":menuselection:`Sales app` is opened." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:48 msgid "" "By default, the :guilabel:`Quotations` dashboard displays all quotations in " "the database related to the current user, as indicated by the default " ":guilabel:`My Quotations` filter present in the search bar." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "The Quotations dashboard present in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:57 msgid "" "To view *all* quotations in the database, remove the :guilabel:`My " "Quotations` filter from the search bar." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:60 msgid "" "Quotations on this page appear in a default list view, but can also be " "viewed in a :icon:`oi-view-kanban` :guilabel:`Kanban` view, :icon:`fa-" "calendar` :guilabel:`Calendar`, :icon:`oi-view-pivot` :guilabel:`Pivot` " "table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` " ":guilabel:`Activity` view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:65 msgid "" "To view and/or modify any listed quotation from the :guilabel:`Quotations` " "dashboard, click on the desired quotation line from the list, and Odoo " "reveals the specific form for that selected quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:70 msgid "Create quotation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:72 msgid "" "To create a quotation, open the :menuselection:`Sales app`, and click the " ":guilabel:`New` button, located in the upper-left corner of the main " ":guilabel:`Quotations` dashboard." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:76 msgid "" "The :guilabel:`New` button is **only** present if the :guilabel:`Quotations`" " dashboard is in list or Kanban view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:79 msgid "" "Clicking the :guilabel:`New` button reveals a blank quotation form, with " "various fields and tabs to configure." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "A typical quotation form in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:86 msgid "" "Begin by entering the customer's name in the :guilabel:`Customer` field at " "the top of the form. This is a **required** field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:89 msgid "" "If the customer's information is already in the database, the " ":guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields auto-" "populate with the saved information for those respective fields, based on " "the data from that customer's contact record (found in the **Contacts** " "application)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:94 msgid "" "If the customer was referred by another customer or contact, enter their " "name in the :guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:97 msgid "" "If a :guilabel:`Referrer` is selected, a new field, :guilabel:`Commission " "Plan` appears, in which a commission can be selected from the drop-down " "menu. This commission is rewarded to the contact selected in the " ":guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:101 msgid "" "Next, if they have not already been auto-populated with the customer's " "information, enter the appropriate addresses in the :guilabel:`Invoice " "Address` and :guilabel:`Delivery Address` fields. Both of these fields are " "**required**." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:105 msgid "" "Then, if desired, choose a :guilabel:`Quotation Template` from the drop-down" " field to apply to this quotation. It should be noted that some additional " "fields may appear, depending on the template selected." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:109 msgid "" "The default date that appears in the :guilabel:`Expiration` field is based " "on the number configured in the :ref:`Default Quotation Validity setting " "` (in :menuselection:`Sales app --> Configuration " "--> Settings`)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:114 msgid "" "When using a quotation template, the date in the :guilabel:`Expiration` " "field is based off the :guilabel:`Quotation Validity` figure on the template" " form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:117 msgid "" "If the quotation is for a recurring product or subscription, select the " "desired :guilabel:`Recurring Plan` from that specific drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:120 msgid "" "If desired, select a specific :guilabel:`Pricelist` to be applied to this " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:122 msgid "" "Lastly, select any specific :guilabel:`Payment Terms` to be used for this " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:125 msgid "Order Lines tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:127 msgid "" "The first tab on the quotation form is the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:129 msgid "" "In this tab, select products, and quantities of those products, to add them " "to the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:131 msgid "There are two ways to add products to the quotation from this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:133 msgid "" "Click :guilabel:`Add a product`, select the desired item from the " ":guilabel:`Product` drop-down field, and proceed to adjust the quantity of " "that selected product, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:136 msgid "" "Or, click :guilabel:`Catalog` to reveal a separate page, showcasing every " "item (and every potential product variant) in an organized catalog display, " "with items organizable by :guilabel:`Product Category` and " ":guilabel:`Attributes`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "A product catalog accessible via a quotation in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:144 msgid "" "From here, simply locate the desired items, click the :icon:`fa-shopping-" "cart` :guilabel:`Add` button on the product card, and adjust the quantity, " "if needed. When complete, click the :guilabel:`Back to Quotation` button in " "the upper-left corner to return to the quotation, where the newly-selected " "catalog items can be found in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:149 msgid "" "If multiple items should be presented in a more organized way on the " "quotation, click :guilabel:`Add a section`, enter a name for the section, " "and drag-and-drop that section heading in the desired location amongst the " "items in the :guilabel:`Order Lines` tab. The section heading appears in " "bold." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:153 msgid "" "If needed, click :guilabel:`Add a note` beneath a certain product line to " "add a custom note about that specific product. The note appears in italics. " "Then, if needed, proceed to drag-and-drop the note beneath the desired " "product line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:157 msgid "" "Beneath the product lines, there are buttons that can be clicked to apply " "any of the following: :guilabel:`Coupon Code`, :guilabel:`Promotions`, " ":guilabel:`Discount`, and/or :guilabel:`Add shipping`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:162 msgid ":doc:`../products_prices/ewallets_giftcards`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:163 msgid ":doc:`../products_prices/loyalty_discount`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:164 msgid ":doc:`../products_prices/prices/pricing`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:167 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "Optional Products tab" msgstr "Onglet Produits optionnels" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:169 msgid "" "Open the :guilabel:`Optional Products` tab to select related products that " "can be presented to the customer, which may result in an increased sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:172 msgid "" "For example, if the customer wants to buy a car, an optional product that " "could be offered is a *Trailer Hitch*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:176 msgid ":doc:`optional_products`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:179 msgid "Other Info tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:181 msgid "" "In the :guilabel:`Other Info` tab, there are various quotation-related " "configurations separated into four different sections: :guilabel:`Sales`, " ":guilabel:`Delivery`, :guilabel:`Invoicing`, and :guilabel:`Tracking`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:186 msgid "" "Some fields **only** appear if specific settings and options have been " "configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:189 msgid "Sales section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:191 msgid "" "In the :guilabel:`Sales` section of the :guilabel:`Other Info` tab, there " "are sales specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Sales section of the Other Info tab of a quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:198 msgid "" ":guilabel:`Salesperson`: Assign a salesperson from the drop-down menu to be " "associated with this quotation. The user who originally created the " "quotation is selected in this field, by default." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:200 msgid "" ":guilabel:`Sales Team`: Assign a specific sales team to this quotation. If " "the selected :guilabel:`Salesperson` is a member of a sales team, that team " "is auto-populated in the field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:202 msgid "" ":guilabel:`Company`: Select a company from the drop-down menu this quotation" " should be associated with. This field only appears when working in a multi-" "company environment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:204 msgid "" ":guilabel:`Online signature`: Tick this checkbox to request an online " "signature from the customer to confirm the order. This field only appears if" " the *Online Signature* setting has been enabled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:206 msgid "" ":guilabel:`Online payment`: Tick this checkbox, and enter a desired " "percentage in the adjacent field, to request an online payment from the " "customer (for that designated percentage of the total amount) to confirm the" " order. This field only appears if the *Online Payment* setting has been " "enabled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:210 msgid "" ":guilabel:`Customer Reference`: Enter a custom reference ID for this " "customer. The entered reference ID can contain letters, numbers, or a mix of" " both." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:212 msgid "" ":guilabel:`Tags`: Add specific tags to the quotation for added organization " "and enhanced searchability in the Odoo **Sales** application. Multiple tags " "can be added, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:216 msgid "Delivery section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:218 msgid "" "In the :guilabel:`Delivery` section of the :guilabel:`Other Info` tab, there" " are delivery-specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Delivery section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:225 msgid "" ":guilabel:`Shipping Weight`: Displays the weight of the items being shipped." " This field is not modifiable. Product weight is configured on individual " "product forms." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:227 msgid "" ":guilabel:`Incoterm`: Select an Incoterm (International Commerical Term) to " "use as predefined commerical terms for international transactions." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:229 msgid "" ":guilabel:`Incoterm Location`: If an Incoterm is being used, enter the " "international location in this field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:231 msgid "" ":guilabel:`Shipping Policy`: Select a desired shipping policy from the drop-" "down menu. If all products are delivered at once, the delivery order is " "scheduled, based on the greatest product lead time. Otherwise, it is based " "on the shortest lead time. The available options are: :guilabel:`As soon as " "possible` or :guilabel:`When all products are ready`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:235 msgid "" ":guilabel:`Delivery Date`: Click into the empty field to reveal a calendar " "popover, from which a customer delivery date can be selected. If no custom " "date is required, refer to the :guilabel:`Expected` date listed to the right" " of that field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:240 msgid "Invoicing section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:242 msgid "" "In the :guilabel:`Invoicing` section of the :guilabel:`Other Info` tab, " "there are invoicing specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Invoicing section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:249 msgid "" ":guilabel:`Fiscal Position`: Select a fiscal position to be used to adapt " "taxes and accounts for particular customers or sales orders/invoices. The " "default value comes from the customer. If a selection is made in this field," " an :icon:`fa-refresh` :guilabel:`Update Taxes` clickable link and icon " "appear. When clicked, the taxes for this partiuclar customer and quotation " "are updated. A confirmation window appears, as well." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:254 msgid "" ":guilabel:`Analytic Account`: Select an analytic account to apply to this " "customer/quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:257 msgid "Tracking section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:259 msgid "" "In the :guilabel:`Tracking` section of the :guilabel:`Other Info` tab, there" " are tracking specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Tracking section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:266 msgid "" ":guilabel:`Source Document`: Enter the reference of the document that " "generated the quotation/sales order, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:268 msgid "" ":guilabel:`Opportunity`: Select the specific opportunity (from the **CRM** " "app) related to this quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:270 msgid "" ":guilabel:`Campaign`: Select the marketing campaign related to this " "quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:271 msgid "" ":guilabel:`Medium`: Select the method by which this quotation originated " "(e.g. *Email*), if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:273 msgid "" ":guilabel:`Source`: Select the source of the link used to generate this " "quotation (e.g. *Facebook*), if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:277 msgid ":doc:`../../../websites/website/reporting/link_tracker`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:280 msgid "Notes tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:282 msgid "" "In the :guilabel:`Notes` tab of the quotation form, enter any specific " "internal notes about the quotation and/or customer, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:286 msgid "Sending and confirming quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:288 msgid "" "Once all the necessary fields and tabs have been configured, it is time to " "send the quotation to the customer for confirmation. Upon confirmation, the " "quotation turns into an official sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:291 msgid "At the top of the form, there is a series of buttons:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:293 msgid "" ":guilabel:`Send by Email`: When clicked, a pop-up window appears with the " "customer's name and email address in the :guilabel:`Recipients` field, the " "quotation (and reference ID) in the :guilabel:`Subject` field, and a brief " "default message in the body of the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:298 #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:306 msgid "" "Below that, a PDF copy of the quotation is attached. When ready, click " ":guilabel:`Send` to send the quotation, via email, to the customer, so they " "can review and confirm it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:300 msgid "" ":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the " "*Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window " "appears with the customer's name and email address in the " ":guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in " "the :guilabel:`Subject` field, and a brief default message in the body of " "the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:308 msgid "" ":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the " "status changes to :guilabel:`Sales Order`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:310 msgid "" ":guilabel:`Preview`: When clicked, Odoo reveals a preview of the quotation " "the customer sees when they log into their customer portal. Click the " ":icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of the " "preview page, in the blue banner, to return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:313 msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:316 msgid "" "If the *Lock Confirmed Sales* setting is enabled, the sales order becomes " ":guilabel:`Locked`, and is indicated as such on the sales order form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:319 msgid "" "At this point, the quotation has been confirmed, turned into a sales order, " "and is now ready to be invoiced and paid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:322 msgid "" "For more information about invoicing, refer to the :doc:`Invoice based on " "delivered or ordered quantities <../invoicing/invoicing_policy>`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:326 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99 msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:327 msgid ":doc:`deadline`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:258 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:329 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:259 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:330 msgid ":doc:`pdf_quote_builder`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:331 msgid ":doc:`../invoicing/proforma`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:3 msgid "Quotation deadlines" msgstr "Dates limites des devis" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:5 msgid "" "In the Odoo *Sales* application, it is possible to set deadlines on sales " "quotations. Doing so encourages customers to act quickly during sales " "negotiations, for they might fear for missing out on a good deal. As well, " "deadlines also can also act as protection for a company in case an order has" " to be fulfilled at a price that is no longer profitable for the business." msgstr "" "Dans l'application *Ventes* d'Odoo, il est possible de définir des dates " "limites sur des devis. Cela encourage les clients à agir rapidement pendant " "les négociations de vente, car ils peuvent craindre de manquer une bonne " "affaire. En outre, les dates limites peuvent également servir de protection " "pour une entreprise au cas où une commande devrait être exécutée à un prix " "qui n'est plus rentable pour l'entreprise." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "Expiration du devis" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:13 msgid "" "In Odoo *Sales*, there's the option to add an expiration date to a " "quotation." msgstr "" "Dans Odoo *Ventes*, vous avez la possibilité d'ajouter une date d'expiration" " à un devis." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:15 msgid "" "To add an expiration date to a quotation, navigate to :menuselection:`Sales " "app`, and select a desired quotation, or create a new one by clicking " ":guilabel:`New`." msgstr "" "Pour ajouter une date d'expiration à un devis, allez à l'application " ":menuselection:`Ventes` et sélectionnez un devis ou créez-en un nouveau en " "cliquant sur :guilabel:`Nouveau`." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:18 msgid "" "On the quotation form, click the :guilabel:`Expiration` field to reveal a " "pop-up calendar. From this pop-up calendar, select the desired month and " "date as the expiration date for the quotation." msgstr "" "Sur le formulaire de devis, cliquez sur le champ :guilabel:`Expiration` pour" " afficher un calendrier contextuel. Dans ce calendrier, sélectionnez le mois" " et la date souhaités comme date d'expiration du devis." #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "" "Le champ Expiration sur un formulaire de devis standard dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:26 msgid "" "By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly " "displays when that specific offer expires." msgstr "" "En cliquant sur le bouton :guilabel:`Aperçu` sur un devis, Odoo affiche " "clairement la date d'expiration de cette offre spécifique." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "Comment les clients voient les dates limites dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "Expiration d'un modèle de devis" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:36 msgid "" "The Odoo *Sales* application also makes it possible to add a deadline " "expiration date to quotation templates." msgstr "" "L'application Odoo *Ventes* vous permet également d'ajouter une date limite " "d'expiration aux modèles de devis." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:39 msgid "" "To add a deadline expiration date to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`, and " "either select the desired quotation template to which a deadline should be " "added, or click :guilabel:`New` to build a new quotation template from " "scratch." msgstr "" "Pour ajouter une date d'expiration à un modèle de devis, allez à " "l'application :menuselection:`Ventes --> Configuration --> Modèles de " "devis`, sélectionnez le modèle de devis auquel vous voulez ajouter une date " "limite ou cliquez sur :guilabel:`Nouveau` pour créer un nouveau modèle de " "devis à partir de zéro." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:43 msgid "" "On the quotation template form, add a specific number of days to the " ":guilabel:`Quotation expires after` field, located beneath the quotation " "template name. The number of days represents how long the quotation will be " "valid for, before it expires." msgstr "" "Sur le modèle de devis, ajoutez un nombre spécifique de jours dans le champ " ":guilabel:`Devis expire après`, situé sous le nom du modèle de devis. Le " "nombre de jours représente la durée de validité du devis avant son " "expiration." #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "Le champ Devis expire après sur un modèle de devis dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:51 msgid "" "Then, whenever that specific quotation template is used in a quote, an " "expiration date is automatically calculated, based on the number of days " "designated above. However, this date can be overwritten before sending the " "quotation to the customer." msgstr "" "Ensuite, lorsque ce modèle de devis en particulier est utilisé dans un " "devis, la date d'expiration est créée automatiquement, en fonction du nombre" " de jours susmentionné. Cependant, cette date peut être modifiée avant " "d'envoyer le devis au client." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:56 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:274 msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`" msgstr ":doc:`/applications/sales/sales/send_quotations/quote_template`" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3 msgid "Deliveries and invoices to different addresses" msgstr "Livrer et facturer à des adresses différentes" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5 msgid "" "People and businesses often use separate addresses for billing (invoicing) " "and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can " "have different specified addresses for delivery and invoicing." msgstr "" "Les particuliers et les sociétés utilisent souvent des adresses distinctes " "pour la facturation et la livraison. Avec l'application *Ventes* d'Odoo, les" " contacts peuvent préciser différentes adresses pour la livraison et la " "facturation." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12 msgid "" "To properly utilize multiple addresses in Odoo, go to " ":menuselection:`Accounting app --> Configuration --> Settings`, and scroll " "down to the :guilabel:`Customer Invoices` heading. Then, tick the checkbox." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Activate the Customer Addresses setting." msgstr "Activez le paramètre Adresses du client." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23 msgid "Contact form configuration" msgstr "Configuration du formulaire de contact" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:25 msgid "" "To add multiple addresses to a contact, go to :menuselection:`Sales app --> " "Orders --> Customers`, and clear any default filters from the search bar. " "Then, click on the desired customer to open their contact form." msgstr "" "Pour ajouter plusieurs adresses à un contact, allez à l'application " ":menuselection:`Ventes --> Commandes --> Clients` et supprimez tous les " "filtres par défaut de la barre de recherche. Cliquez ensuite sur le client " "souhaité pour ouvrir leur formulaire de contact." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "" "Vous pouvez également accéder aux formulaires de contact via l'application " "*Contacts*." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:32 msgid "" "From the contact form, click :guilabel:`Edit`, and then select " ":guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses`" " tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which " "additional addresses can be configured." msgstr "" "Sur le formulaire de contact, cliquez sur :guilabel:`Modifier`, puis sur " ":guilabel:`Ajouter`, qui se trouve dans l'onglet :guilabel:`Contacts & " "Adresses`. Cette opération fait apparaître un formulaire contextuel " ":guilabel:`Créer contact` dans lequel vous pouvez configurer des adresses " "supplémentaires." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "Ajoutez un contact/une adresse au formulaire de contact." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:40 msgid "" "On the :guilabel:`Create Contact` pop-up form, start by clicking the default" " :guilabel:`Other Address` field to reveal a drop-down menu of address-" "related options." msgstr "" "Dans le formulaire contextuel :guilabel:`Créer contact`, commencez par " "cliquer sur le champ :guilabel:`Autre adresse` par défaut pour afficher un " "menu déroulant d'options relatives à l'adresse." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "Select any of the following options:" msgstr "Sélectionnez l'une des options suivantes :" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr "" ":guilabel:`Contact` : ajoute un autre contact au formulaire de contact " "existant." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46 msgid "" ":guilabel:`Invoice Address`: adds a specific invoice address to the existing" " contact form." msgstr "" ":guilabel:`Adresse de facturation` : ajoute une adresse de facturation " "spécifique à un formulaire de contact existant." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47 msgid "" ":guilabel:`Delivery Address`: adds a specific delivery address to the " "existing contact form." msgstr "" ":guilabel:`Adresse de livraison` : ajoute une adresse de livraison " "spécifique au formulaire de contact existant." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:48 msgid "" ":guilabel:`Other Address`: adds an alternate address to the existing contact" " form." msgstr "" ":guilabel:`Autre adresse` : ajoute une adresse alternative au formulaire de " "contact existant." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49 msgid "" ":guilabel:`Private Address`: adds a private address to the existing contact " "form." msgstr "" ":guilabel:`Adresse personnelle` : ajoute une adresse personnelle au " "formulaire de contact existant." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:51 msgid "" "Once an option is selected, proceed to enter the corresponding contact " "information that should be used for the specified address type." msgstr "" "Lorsque vous avez sélectionné une option, saisissez les informations de " "contact correspondantes à utiliser pour ce type d'adresse spécifié. " #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "" "Créez un nouveau contact/une nouvelle adresse sur un formulaire de contact." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:58 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 "" "Cliquez ensuite sur :guilabel:`Enregistrer & Fermer` pour enregistrer " "l'adresse et fermer la fenêtre :guilabel:`Créer contact`. Ou cliquez sur " ":guilabel:`Enregistrer & Nouveau` pour enregistrer l'adresse et " "immédiatement en saisir une autre." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62 msgid "Address added to quotations" msgstr "Adresse ajoutée aux devis" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:64 msgid "" "When a customer is added to a quotation, the :guilabel:`Invoice Address` and" " :guilabel:`Delivery Address` fields autopopulate with the corresponding " "addresses specified on the customer's contact form." msgstr "" "Lorsqu'un client est ajouté à un devis, les champs :guilabel:`Adresse de " "facturation` et :guilabel:`Adresse de livraison` se remplissent " "automatiquement en fonction des adresses précisées sur le formulaire de " "contact du client. " #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "" "Les adresses de facturation et de livraison se remplissent automatiquement " "dans un devis." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:72 msgid "" "The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be" " edited directly from the quotation by clicking the :guilabel:`Edit` button," " and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons " "next to each address line." msgstr "" "Il est également possible de modifier l':guilabel:`Adresse de facturation` " "et l':guilabel:`Adresse de livraison` directement à partir du devis en " "cliquant sur le bouton :guilabel:`Modifier`, puis sur les boutons de lien " "interne :guilabel:`➡️ (flèche droite)` à côté de chaque ligne d'adresse." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:76 msgid "" "These addresses can be updated at any time to ensure accurate invoicing and " "delivery." msgstr "" "Ces adresses peuvent être mises à jour à tout moment pour garantir " "l'exactitude de la facturation et de la livraison." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:79 msgid "" "If any changes are made on a form in Odoo, include *Contacts* forms, " "remember to click :guilabel:`Save` to save the changes to the database." msgstr "" "Si des modifications sont apportées à un formulaire dans Odoo, y compris aux" " formulaires de *Contact*, n'oubliez pas de cliquer sur " ":guilabel:`Enregistrer` pour enregistrer les modifications dans la base de " "données." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Online payment order confirmation" msgstr "Paiement en ligne pour confirmer la commande" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online payment, directly on a sales order. Once the sales " "order is electronically paid for by the customer, the salesperson attached " "to the sales order is instantly notified that the order is confirmed." msgstr "" "L'application Odoo *Ventes* permet aux clients de confirmer les commandes " "par le biais d'un paiement en ligne directement sur la commande. Une fois " "que la commande est payée électroniquement par le client, le vendeur associé" " à la commande est immédiatement notifié que la commande est confirmée." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "Activer les paiements en ligne" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 msgid "" "In order to have customers confirm orders with an online payment, the " "*Online Payment* setting **must** be activated." msgstr "" "Pour que les clients confirment leurs commandes par un paiement en ligne, le" " paramètre *Paiement en ligne* **doit** être activé." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15 msgid "" "To activate the *Online Payment* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, check the box next to the :guilabel:`Online Payment` " "feature, and click :guilabel:`Save`." msgstr "" "Pour activer la fonctionnalité *Paiement en ligne*, allez à l'application " ":menuselection:`Ventes --> Configuration --> Paramètres`, faites défiler " "jusqu'à la section :guilabel:`Devis \\& Commandes`, cochez la case à côté de" " la fonctionnalité :guilabel:`Paiement en ligne` et cliquez sur " ":guilabel:`Enregistrer`." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting in the Odoo Sales application." msgstr "Le paramètre de paiement en ligne dans l'application Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23 msgid "" "Beneath the :guilabel:`Online Payment` option on the *Sales* " ":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` " "field. In this field, there's the option to add a specific number of days " "for quotations to remain valid by default." msgstr "" "Sous l'option :guilabel:`Paiement en ligne` sur la page des " ":guilabel:`Paramètres` de l'application Ventes se trouve un champ " ":guilabel:`Validité par défaut du devis`. Dans ce champ, vous pouvez ajouter" " un nombre spécifique de jours pendant lesquels les devis restent valables " "par défaut." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27 msgid "" "To enable this feature on a standard quotation, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field, on the :guilabel:`Other Info` tab." msgstr "" "Pour activer cette fonctionnalité sur un devis standard, cochez la case à " "côté de l'option :guilabel:`Paiement`, dans le champ :guilabel:`Confirmation" " en ligne` dans l'onglet :guilabel:`Autres informations`." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on a standard quotation in Odoo Sales." msgstr "" "Le paramètre paiement en ligne sur un devis standard dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 msgid "" "To enable this feature on a quotation template, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field of the quotation template form." msgstr "" "Pour activer cette fonctionnalité sur un modèle de devis, cochez la case à " "côté de la fonctionnalité :guilabel:`Paiement`, dans le champ " ":guilabel:`Confirmation en ligne` du modèle de devis." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on quotation template forms in Odoo Sales." msgstr "" "Le paramètre paiement en ligne sur les modèles de devis dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 #: ../../content/applications/sales/subscriptions/payment_providers.rst:5 msgid "Payment providers" msgstr "Fournisseurs de paiement" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45 msgid "" "After activating the :guilabel:`Online Payment` feature, a link to configure" " :guilabel:`Payment Providers` appears beneath it." msgstr "" "Après avoir activé la fonctionnalité :guilabel:`Paiement en ligne`, un lien " "permettant de configurer les :guilabel:`Fournisseurs de paiement` s'affiche " "en dessous." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48 msgid "" "Clicking that link reveals a separate :guilabel:`Payment Providers` page, in" " which a large variety of payment providers can be enabled, customized, and " "published." msgstr "" "En cliquant sur ce lien, vous accédez à une page distincte sur les " ":guilabel:`Fournisseurs de paiement`, dans laquelle une grande variété de " "fournisseurs de paiement peuvent être activés, personnalisés et publiés." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "Payment providers page in Odoo Sales." msgstr "Page des fournisseurs de paiement dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91 msgid ":doc:`../../../finance/payment_providers`" msgstr ":doc:`../../../finance/payment_providers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59 msgid "Register a payment" msgstr "Enregistrer un paiement" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61 msgid "" "After opening quotations in their customer portal, customers can click " ":guilabel:`Accept \\& Pay` to confirm their order with an online payment." msgstr "" "Après avoir ouvert des devis dans leur portail client, les clients peuvent " "cliquez sur :guilabel:`Accepter \\& Payer` pour confirmer leur commande par " "le biais d'un paiement en ligne." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The accept and pay button on an online quotation in Odoo Sales." msgstr "Le bouton Accepter et payer sur un devis en ligne dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68 msgid "" "After clicking :guilabel:`Accept \\& Pay`, customers are presented with " ":guilabel:`Validate Order` pop-up window containing different options for " "them to make online payments, in the :guilabel:`Pay with` section." msgstr "" "Après avoir cliqué sur :guilabel:`Accepter \\& Payer`, les clients se voient" " présenter la fenêtre contextuelle :guilabel:`Confirmer la commande` qui " "convient différentes options leur permettant d'effectuer des paiement sen " "ligne, dans la section :guilabel:`Payer avec`." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "How to register a payment on a validate order pop-up window in Odoo Sales." msgstr "" "Comment enregistrer un paiement dans une fenêtre contextuelle Confirmer la " "commande dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77 msgid "" "Odoo will **only** offer payment options on the :guilabel:`Validate Order` " "pop-up window that have been published and configured on the " ":guilabel:`Payment Providers` page." msgstr "" "Dans la fenêtre contextuelle :guilabel:`Confirmer la commande`, Odoo propose" " **uniquement** les options de paiement qui ont été publiées et configurées " "sur la page :guilabel:`Fournisseurs de paiement`." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80 msgid "" "Once the customer selects their desired method of payment, they will click " "the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo " "instantly notifies the assigned salesperson upon order confirmation with an " "online payment." msgstr "" "Une fois que le client a sélectionné son mode de paiement, il clique sur le " "bouton :guilabel:`Payer` de la fenêtre contextuelle pour confirmer la " "commande. Odoo notifie instantanément le vendeur assigné lors de la " "confirmation de la commande avec un paiement en ligne." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "Sample of notification that appears in the chatter when an online payment is" " made." msgstr "" "Exemple de notification qui apparaît dans le chatter lorsqu'un paiement en " "ligne est effectué." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "Signatures en ligne pour les confirmations de commande" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online signature, directly on the sales order. Once the sales" " order is electronically signed by the customer, the salesperson attached to" " the sales order is instantly notified that the order is confirmed." msgstr "" "L'application Odoo *Ventes* permet aux clients de confirmer leurs commandes " "par le biais d'une signature en ligne directement sur la commande. Une fois " "que la commande est signée électroniquement par le client, le vendeur " "associé à la commande est immédiatement notifié que la commande est " "confirmée." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "Activer les signatures en ligne" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13 msgid "" "In order to have customers confirm orders with an online signature, the " "*Online Signature* feature **must** be activated." msgstr "" "Pour que les clients confirment leurs commandes avec une signature en ligne," " la fonctionnalité *Signature en ligne* **doit** être activée." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16 msgid "" "To activate the *Online Signature* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, and activate the :guilabel:`Online Signature` feature by " "checking the box beside it." msgstr "" "Pour activer la fonctionnalité *Signature en ligne*, allez à l'application " ":menuselection:`Ventes --> Configuration --> Paramètres`, faites défiler " "jusqu'à la section :guilabel:`Devis \\& Commandes` et cochez la case à côté " "de la fonctionnalité :guilabel:`Signature en ligne` pour l'activer." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "" "The Online Signature feature option in the Settings of the Odoo Sales " "application." msgstr "" "La fonctionnalité Signature en ligne dans les Paramètres de l'application " "Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24 msgid "Then, click the :guilabel:`Save` button in the top-left corner." msgstr "" "Ensuite, cliquez sur le bouton :guilabel:`Enregistrer` dans le coin " "supérieur gauche." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27 msgid "" "When making a quotation template, the online signature feature is the " ":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`" " field of the quotation template form." msgstr "" "Lors de la création d'un modèle de devis, la fonctionnalité signature en " "ligne est l'option :guilabel:`Signature`, située dans le champ " ":guilabel:`Confirmation en ligne` du formulaire de modèle de devis." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The Online confirmation signature option found on every quotation template " "in Odoo." msgstr "" "L'option signature de la confirmation en ligne figurant sur chaque modèle de" " devis dans Odoo." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34 msgid "" "On standard quotations, the online signature feature is the " ":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab " "of the quotation form." msgstr "" "Sur des devis standards, la fonctionnalité de signature en ligne est " "l'option :guilabel:`Signature` qui se trouve dans l'onglet :guilabel:`Autres" " informations` du formulaire de devis." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The online signature feature option in the Other Info tab of a quotation " "form in Odoo." msgstr "" "La fonctionnalité de signature en ligne dans l'onglet Autres informations du" " formulaire de devis dans Odoo." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42 msgid "Order confirmations with online signatures" msgstr "Confirmer la commande par une signature en ligne" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44 msgid "" "When clients access quotations online through their customer portal, there's" " a :guilabel:`Sign \\& Pay` button directly on the quotation." msgstr "" "Lorsque les clients accèdent à leurs devis en ligne par le portail client, " "ils trouvent un bouton :guilabel:`Signer \\& Payer` sur le devis." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Sign and Pay button present on online quotations in Odoo Sales." msgstr "Le bouton Signer et Payer sur les devis en ligne dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51 msgid "" "When clicked, a :guilabel:`Validate Order` pop-up window appears. In this " "pop-up window, the :guilabel:`Full Name` field is auto-populated, based on " "the contact information in the database." msgstr "" "Lorsque vous cliquez sur ce bouton, une fenêtre contextuelle " ":guilabel:`Confirmer la commande` s'ouvre. Dans cette fenêtre contextuelle, " "le champ :guilabel:`Nom complet` est rempli automatiquement, sur la base des" " coordonnées dans la base de données. " #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Validate Order pop-up window for online signatures in Odoo Sales." msgstr "" "La fenêtre contextuelle Confirmer la commande pour les signatures en ligne " "dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58 msgid "" "Then, customers have the option to enter an online signature with any of the" " following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`." msgstr "" "Ensuite, les clients ont la possibilité de saisir une signature en ligne " "avec l'une des options suivantes : :guilabel:`Automatique`, " ":guilabel:`Dessiner`, ou :guilabel:`Charger`." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61 msgid "" ":guilabel:`Auto` lets Odoo automatically generate an online signature based " "on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets" " the customer use the cursor to create a custom signature directly on the " "pop-up window. And :guilabel:`Load` lets the customer upload a previously-" "created signature file from their computer." msgstr "" ":guilabel:`Automatique` permet à Odoo de générer automatiquement une " "signature en ligne sur la base des informations contenues dans le champ " ":guilabel:`Nom complet`. :guilabel:`Dessiner` permet au client d'utiliser le" " curseur pour créer une signature personnalisée directement dans la fenêtre " "contextuelle. Et :guilabel:`Charger` permet au client de charger un fichier " "de signature déjà créé à partir de son ordinateur." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66 msgid "" "After the customer has chosen any of the three previously mentioned " "signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`)," " they will click the :guilabel:`Accept \\& Sign` button." msgstr "" "Après avoir choisi l'une des trois options de signature susmentionnées " "(:guilabel:`Automatique`, :guilabel:`Dessiner`, ou :guilabel:`Charger`), le " "client peut cliquer sur le bouton :guilabel:`Accepter \\& Signer`." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70 msgid "" "When :guilabel:`Accept \\& Sign` is clicked, the various payment method " "options become available for them to choose from (if the *online payment* " "option applies to this quotation)." msgstr "" "Lorsque le client clique sur le bouton :guilabel:`Accepter \\& Signer`, il " "peut choisir entre plusieurs modes de paiement (si l'option *Paiement en " "ligne* s'applique à ce devis)." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73 msgid "" "Then, when the quotation is paid and confirmed, a delivery order is " "automatically created (if the Odoo *Inventory* app is installed)." msgstr "" "Ensuite, lorsque le devis est payé et confirmé, un bon de livraison est créé" " automatiquement (si l'application *Inventaire* d'Odoo est installée)." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "Produits optionnels" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5 msgid "" "The use of optional products is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " "useful and related products to customers, which may result in an increased " "sale." msgstr "" "L'utilisation de produits optionnels est une stratégie de marketing qui " "implique la vente croisée de produits avec un produit principal. L'objectif " "est d'offrir aux clients des produits utiles et connexes, ce qui peut se " "traduire par une augmentation des ventes." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " "Presenting the choice to purchase optional products enhances the customer " "experience." msgstr "" "Par exemple, si un client souhaite acheter une voiture, il a le choix de " "commander des sièges massants ou d'ignorer l'offre et d'acheter simplement " "la voiture. Le fait de proposer au client d'acheter des produits optionnels " "améliorer son expérience." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "Produits optionnels sur les devis" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16 msgid "" "With the Odoo *Sales* application, it is possible to add or modify optional " "products directly on quotations by navigating to the :guilabel:`Optional " "Products` tab on a quotation form." msgstr "" "Dans l'application *Ventes* d'Odoo, il est possible d'ajouter ou de modifier" " les produits optionnels directement sur les devis en allant à l'onglet " ":guilabel:`Produits optionnels` d'un formulaire de devis." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "Comment ajouter des produits optionnels à vos devis dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23 msgid "" "To add an optional product(s) to a quotation, click :guilabel:`Add a " "product` in the :guilabel:`Optional Products` tab of a quotation. Doing so " "reveals a blank field in the :guilabel:`Product` column." msgstr "" "Pour ajouter un ou des produits optionnels à un devis, cliquez sur " ":guilabel:`Ajouter un produit` dans l'onglet :guilabel:`Produits optionnels`" " d'un devis. Cette opération fait apparaître un champ vierge dans la colonne" " :guilabel:`Produit`." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " "product to the quotation template." msgstr "" "Lorsque vous cliquez dessus, un menu déroulant contenant des produits de la " "base de données s'affiche. Sélectionnez le produit souhaité dans le menu " "déroulant pour l'ajouter en tant que produit optionnel au modèle de devis." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the field, and the option appears in the drop-down menu. Then, " "select that desired product to add it to the quotation." msgstr "" "Si le produit souhaité n'est pas encore visible, saisissez le nom du produit" " souhaité dans le champ et l'option apparaît dans le menu déroulant. " "Sélectionnez ensuite ce produit souhaité pour l'ajouter au devis." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36 msgid "" "When a product is added, the default :guilabel:`Quantity` is `1`, but that " "can be edited at any time." msgstr "" "Lorsqu'un produit est ajouté, la :guilabel:`Quantité` par défaut est `1`, " "mais cette valeur peut être modifiée à tout moment." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." msgstr "" "Pour supprimer un article de l'onglet :guilabel:`Produits optionnels`, " "cliquez sur l'icône de corbeille :guilabel:`🗑️`." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42 msgid "" "Click the :guilabel:`Preview` button, located in the upper-left corner of " "the quotation, to reveal a preview of the quotation customers would receive," " via email, along with the optional products they can potentially add to " "their order, located in the :guilabel:`Options` section." msgstr "" "Cliquez sur le bouton :guilabel:`Aperçu` situé dans le coin supérieur gauche" " du devis pour faire apparaître un aperçu du devis que les clients vont " "recevoir, par email, avec les produits optionnels qu'ils peuvent " "éventuellement ajouter à leur commande, dans la section :guilabel:`Options`." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "Preview your quotations on Odoo Sales." msgstr "Prévisualisez vos devis dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50 msgid "" "Customers are able to add different optional products to an order by " "clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the" " optional product line." msgstr "" "Les clients peuvent ajouter plusieurs produits optionnels à une commande en " "cliquant sur l'icône :guilabel:`🛒 (panier)` située à droite de la ligne du " "produit optionnel." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53 msgid "" "If a customer selects optional products, these are automatically added to " "the quotation managed by the salesperson." msgstr "" "Si un client sélectionne des produits optionnels, ceux-ci sont ajoutés " "automatiquement au devis géré par le vendeur." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56 msgid "" "When the customer adds an optional product(s) to an order, the salesperson " "is instantly notified about the change, along with any other change the " "customer makes to an order. This allows salespeople to stay up-to-date with " "everything related to an order in the backend of the *Sales* application." msgstr "" "Lorsque le client ajoute un ou des produits optionnels à une commande, le " "vendeur est instantanément informé du changement, ainsi que de toute autre " "modification apportée par le client à une commande. Les vendeurs restent " "alors au courant de tout ce qui concerne une commande dans le backend de " "l'application *Ventes*." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62 msgid "Optional products on quotation templates" msgstr "Produits optionnels sur les modèles de devis" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65 msgid "" "Be sure to review the :doc:`quote_template` documentation to better " "understand how quotation templates work before reading the following " "information." msgstr "" "N'hésitez pas à consulter la documentation sur les :doc:`quote_template` " "pour mieux comprendre le fonctionnement des modèles de devis avant de lire " "les informations suivantes." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68 msgid "" "For quotation templates, just like a typical quotation form, there is also " "an :guilabel:`Optional Products` tab, wherein related products or services " "can be added to a quotation template." msgstr "" "Pour les modèles de devis, tout comme un formulaire de devis typique, il y a" " également un onglet :guilabel:`Produits optionnels`, dans lequel des " "produits ou des services connexes peuvent être ajoutés à un modèle de devis." " " #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71 msgid "" "To add optional products to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, " "either select an existing quotation template to edit, or create a new one by" " clicking :guilabel:`New`." msgstr "" "Pour ajouter des produits optionnels à un modèle de devis, allez à " "l'application :menuselection:`Ventes --> Configuration --> Modèles de " "devis`. Ensuite, sélectionnez un modèle de devis existant à modifier ou " "créez-en un nouveau en cliquant sur :guilabel:`Nouveau`." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75 msgid "" "On the quotation template form, click the :guilabel:`Optional Products` tab." " Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, " "and select the desired product to add as an optional product to the " "quotation template." msgstr "" "Sur le formulaire de modèle de devis, cliquez sur l'onglet " ":guilabel:`Produits optionnels`. Dans l'onglet :guilabel:`Produits " "optionnels`, cliquez sur :guilabel:`Ajouter une ligne` et sélectionnez le " "produit que vous voulez ajouter en tant que produit optionnel au modèle de " "devis." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83 msgid "" "The products added in the :guilabel:`Optional Products` tab are present in " "the quotation, by default, whenever that particular quotation template is " "used. These products can be removed, and additional products can be added, " "before the quotation is sent to a customer." msgstr "" "Les produits ajoutés dans l'onglet :guilabel:`Produits optionnels` figurent " "dans le devis, par défaut, chaque fois que ce modèle de devis spécifique est" " utilisé. Ces produits peuvent être supprimés et d'autres produits peuvent " "être ajoutés avant d'envoyer le devis au client. " #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88 msgid "" "It's best to offer optional products that would encourage a customer to add " "additional items to their order, or entice them to purchase a more expensive" " version of their initially selected product." msgstr "" "Il est préférable de proposer des produits optionnels qui encouragent le " "client à ajouter des articles supplémentaires à leur commande ou qui " "l'incitent à acheter une version plus chère du produit qu'il a initialement " "sélectionné." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92 msgid "" "For example, if a customer purchases a wooden chair, some optional products " "could be: a warranty on that chair and/or a wooden chair with leather seats." msgstr "" "Par exemple, si un client achète une chaise en bois, les produits optionnels" " pourraient être : une garantie sur cette chaise et/ou une chaise en bois " "avec des sièges en cuir." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96 msgid "" "There is no limit to how many optional products can be added to a quotation " "template." msgstr "" "Le nombre de produits optionnels pouvant être ajoutés à un modèle de devis " "n'est pas limité." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "Variantes de produits sur les devis et les commandes" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Before getting into detail about how to use product variants on quotations " "and sales orders, it's recommended to learn about " ":doc:`../products_prices/products/variants` in Odoo." msgstr "" "Avant d'entrer dans les détails de l'utilisation des variantes de produits " "sur les devis et les commandes, il est recommandé d'apprendre ce que sont " "les :doc:`../products_prices/products/variants` dans Odoo." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8 msgid "" "Once familiarized with the basics surrounding product variants, the " "following covers how product variants can be added to quotations and sales " "orders using the *product configurator* or *order grid entry*." msgstr "" "Une fois familiarisé avec les bases sur les variantes de produits, la " "section suivante couvre la façon dont les variantes peuvent être ajoutées " "aux devis et commandes à l'aide du *configurateur de produit* ou la *grille " "des variantes*." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13 msgid "" "It should be noted that the setting is titled, *Variant Grid Entry* on the " "*Sales* app settings page, and titled, *Order Grid Entry* on product forms. " "So, be sure to keep that in mind." msgstr "" "Il convient de noter que le paramètre s'intitule *Grille d'entrée de " "variantes* dans les paramètres de l'application *Ventes* et s'intitule " "*Grille des variantes de produits* dans les formulaires de produits. Gardez " "donc cela à l'esprit." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19 msgid "" "When working with product variants, Odoo uses the product configurator, by " "default. To add the variant grid entry option, that feature **must** be " "enabled in the Odoo *Sales* application. The variant grid entry option " "provides a pop-up window on the quotation/sales order to simplify the " "variant selection process." msgstr "" "Lorsque vous travaillez avec des variantes de produits, Odoo utilise par " "défaut le configurateur de produits. Pour ajouter l'option de la grille " "d'entrée des variantes, cette fonctionnalité **doit** être activée dans " "l'application Odoo *Ventes*. L'option de la grille d'entrée des variantes " "fournit une fenêtre contextuelle sur le devis/la commande pour simplifier le" " processus de sélection des variantes." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24 msgid "" "To enable that setting, go to :menuselection:`Sales app --> Configuration " "--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, " "check the box next to the :guilabel:`Variant Grid Entry` option, and click " ":guilabel:`Save`." msgstr "" "Pour activer ce paramètre, allez à l'application :menuselection:`Ventes --> " "Configuration --> Paramètres` et faites défiler jusqu'à la section " ":guilabel:`Catalogue de produits`. Ensuite, cochez la case à côté de " "l'option :guilabel:`Grille d'entrée des variantes` et cliquez sur " ":guilabel:`Enregistrer`." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "" "Le paramètre de la grille d'entrée des variantes dans l'application Odoo " "Ventes." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33 msgid "" "Of course, the :guilabel:`Variants` feature **must** also be activated, in " "order to use product variants on quotations and sales orders." msgstr "" "Bien évidemment, la fonctionnalité :guilabel:`Variantes` **doit** également " "être activée pour pouvoir utiliser des variantes de produits dans les devis " "et les commandes." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "Configuration du produit" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 msgid "" "Once the :guilabel:`Variant Grid Entry` setting is enabled, both options " "(*Product Configurator* and *Order Grid Entry*) become available on every " "product form." msgstr "" "Une fois que le paramètre :guilabel:`Grille d'entrée des variantes` est " "activé, les deux options (*Configurateur de produits* et *Grille des " "variantes*) deviennent disponibles sur chaque formulaire de produit." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 msgid "" "To configure a product form to use either a product configurator or variant " "grid entry, start by navigating to :menuselection:`Sales app --> Products " "--> Products` to view all the products in the database." msgstr "" "Pour configurer un formulaire de produit afin d’utiliser un configurateur de" " produits ou une grille d'entrée des variantes, allez à l'application " ":menuselection:`Ventes --> Produits --> Produits` pour voir tous les " "produits de la base de données." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46 msgid "" "Then, select the desired product to configure, or click :guilabel:`New`, to " "create a new product from scratch. Once on the product form, click into the " ":guilabel:`Attributes \\& Variants` tab, where product variants can be " "viewed, modified, and added." msgstr "" "Ensuite, sélectionnez le produit que vous voulez configurer ou cliquez sur " ":guilabel:`Nouveau` pour créer un nouveau produit à partir de zéro. Sur le " "formulaire de produit, cliquez sur l'onglet :guilabel:`Attributs \\& " "Variantes` où vous pouvez afficher, modifier et ajouter des variantes de " "produits." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50 msgid "" "At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a " ":guilabel:`Sales Variant Selection` section with two options: " ":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`." msgstr "" "Au bas de l'onglet :guilabel:`Attributs \\& Variantes` se trouve une section" " :guilabel:`Sélection des variantes de vente` avec deux options : " ":guilabel:`Configurateur de produits` et :guilabel:`Grille des variantes du " "produit`." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55 msgid "" "It should be noted that these options **only** appear if at least two values" " of an attribute have been added to the record." msgstr "" "Il convient de noter que ces deux options apparaissent **uniquement** si au " "moins deux valeurs d'un attribut ont été ajoutées à l'enregistrement." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Sales variant selection options on the attributes and variants tab on " "product form." msgstr "" "Options de sélection des variantes dans l'onglet Attributs et Variantes d'un" " formulaire de produit." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" "These options determine which method is used when adding product variants to" " quotations or sales orders." msgstr "" "Ces options déterminent la méthode utilisée pour ajouter des variantes de " "produits aux devis ou aux commandes." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65 msgid "" "The :guilabel:`Product Configurator` provides a pop-up window that neatly " "displays all the available product variants for that particular product when" " it's added to a quotation. However, only one variant can be selected/added " "at a time." msgstr "" "Le :guilabel:`Configurateur de produits` ouvre une fenêtre contextuelle qui " "affiche clairement toutes les variantes disponibles de ce produit en " "particulier lorsqu'il est ajouté à un devis. Toutefois, une seule variante " "peut être sélectionnée/ajoutée à la fois." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69 msgid "" "The :guilabel:`Order Grid Entry` provides the same information as the " ":guilabel:`Product Configurator` in a table layout, allowing the user to " "select larger numbers of unique product variants, and add them to a " "quotation/sales order, in a single view." msgstr "" "La :guilabel:`Grille des variantes` fournit les mêmes informations que le " ":guilabel:`Configurateur de produits` dans un tableau, ce qui permet aux " "utilisateurs de sélectionner un plus grand nombre de variantes et de les " "ajouter à un devis/une commande, dans une seule vue." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "Product configurator" msgstr "Configurateur de produits" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76 msgid "" "The product configurator feature appears as a :guilabel:`Configure` pop-up " "window, as soon as a product with (at least two) variants is added to a " "quotation or sales order, but **only** if the :guilabel:`Product " "Configurator` option is selected on its product form." msgstr "" "Le configurateur de produits apparaît sous forme de fenêtre contextuelle de " ":guilabel:`Configuration` dès qu'un produit avec des variantes (au moins " "deux) est ajouté au devis ou à la commande, mais **seulement si** l'option " ":guilabel:`Configurateur de produits` est sélectionnée dans le formulaire." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The product configurator pop-up window that appears on a quotation or sales " "order." msgstr "" "La fenêtre contextuelle du configurateur de produits qui apparaît sur un " "devis ou une commande." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85 msgid "" "This :guilabel:`Configure` pop-up window also appears if the " ":guilabel:`Order Grid Entry` setting is **not** activated, as it is the " "default option Odoo uses when dealing with product variants on quotations " "and/or sales orders." msgstr "" "Cette fenêtre contextuelle de :guilabel:`Configuration` apparaît aussi si le" " paramètre :guilabel:`Grille des variantes` n'est **pas** activé, car il " "s'agit de l'option par défaut qu'Odoo utilise lorsqu'il traite des variantes" " de produits sur les devis et/ou les commandes." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 msgid "" "The :guilabel:`Product Configurator` option lets salespeople choose exactly " "which product variant to add to the quotation or sales order using a format " "similar to online shopping." msgstr "" "Avec le :guilabel:`Configurateur de produits`, les vendeurs peuvent choisir " "exactement la variante à ajouter au devis ou à la commande en utilisant un " "format similaire à celui des achats en ligne." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "Grille des variantes du produit" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 msgid "" "The order grid entry feature appears as a :guilabel:`Choose Product " "Variants` pop-up window, as soon as a product with (at least two) variants " "is added to a quotation or sales order, but **only** if the :guilabel:`Order" " Grid Entry` option is selected on its product form." msgstr "" "La grille des variantes apparaît sous forme de fenêtre contextuelle " ":guilabel:`Choisissez des variantes de produit`, dès qu'un produit avec " "variantes (au moins deux) est ajouté à un devis ou une commande, mais " "**seulement si** l'option :guilabel:`Grille des variantes` est sélectionnée " "dans le formulaire." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The choose product variants pop-up window that appears on a quotation in " "Odoo." msgstr "" "La fenêtre contextuelle permettant de choisir des variante qui apparaît sur " "un devis dans Odoo." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 msgid "" "The :guilabel:`Choose Product Variants` pop-up window features all the " "variant options for that particular product. From this pop-up window, the " "salesperson can designate how many of each variant they'd like to add to the" " quotation/sales order at once." msgstr "" "La fenêtre contextuelle :guilabel:`Choisissez des variantes de produit` " "affiche toutes les variantes de ce produit en particulier. Dans cette " "fenêtre, le vendeur peut désigner la quantité de chaque variante qu'il " "souhaite ajouter au devis/à la commande en une seule fois." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107 msgid "" "When all the desired quantities and variants have been selected, the " "salesperson simply clicks :guilabel:`Confirm`, and those orders are " "instantly added to the quotation/sales order in the :guilabel:`Order Lines` " "tab." msgstr "" "Lorsque toutes les quantités et variantes souhaitées ont été sélectionnées, " "le vendeur n'a plus qu'à cliquer sur :guilabel:`Confirmer`, et ces commandes" " sont immédiatement ajoutées au devis/à la commande dans l'onglet " ":guilabel:`Lignes de commande`." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Populated order lines tab after order grid entry has been chosen to select " "products." msgstr "" "L'onglet Lignes de commande rempli après avoir choisi la grille des " "variantes pour sélectionner des produits." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116 msgid ":doc:`../products_prices/products/variants`" msgstr ":doc:`../products_prices/products/variants`" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3 msgid "PDF quote builder" msgstr "Constructeur de devis en PDF" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5 msgid "" "The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send " "customers a fully customized PDF file for quotes, showcasing the company and" " products, with various information and design elements, instead of just " "showing the price and total." msgstr "" "Le *Constructeur de devis en PDF* dans Odoo *Ventes* permet d'envoyer aux " "clients un fichier PDF entièrement personnalisé pour les devis, mettant en " "valeur l'entreprise et ses produits et fournissant diverses informations et " "éléments de conception, au lieu d'afficher simplement le prix et le montant " "total." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9 msgid "" "The PDF Quote Builder groups header pages, product descriptions, the " "price(s), and footer pages to create a detailed quote. It can also inject " "dynamic texts or custom notes in the PDF to personalize the offer for the " "customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13 msgid "" "Having a customized PDF in quotes provides a heightened conclusion to the " "shopping experience for customers, and adds an elegant level of " "professionalism to a company." msgstr "" "Le fait de disposer d'un PDF personnalisé dans les devis permet aux clients " "de mieux conclure leur expérience d'achat et confère à l'entreprise un " "niveau de professionnalisme élégant." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17 msgid "" "`Odoo Quick Tips - Create a PDF quote [video] " "`_" msgstr "" "`Odoo Quick Tips - Créer un devis en PF [vidéo] " "`_" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:20 msgid "" "It is recommended to edit PDF forms with Adobe software. The form fields on " "the header and footer PDF templates are necessary to get dynamic values with" " Odoo." msgstr "" "Il est recommandé de modifier les formulaires PDF avec le logiciel Adobe. " "Les champs de formulaire sur les modèles PDF d'en-tête et de pied de page " "sont nécessaires pour obtenir des valeurs dynamiques avec Odoo." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:26 msgid "" "In order to add custom PDF files for quotes, the :guilabel:`PDF Quote " "builder` feature *must* be configured." msgstr "" "Afin d'ajouter des fichiers PDF personnalisés pour les devis, la " "fonctionnalité :guilabel:`Constructeur de devis en PDF` *doit* être " "configurée." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:29 msgid "" "To do that, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. Then, on the :guilabel:`Settings` page, scroll to the " ":guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote" " builder` feature." msgstr "" "Pour ce faire, allez à l'application :menuselection:`Ventes ---> " "Configuration --> Paramètres`. Ensuite, sur la page des " ":guilabel:`Paramètres`, faites défiler jusqu'à la section :guilabel:`Devis &" " Commandes` et trouvez la fonctionnalité :guilabel:`Constructeur de devis en" " PDF`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:34 msgid "Add PDF as Header/Footer" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:36 msgid "" "In Odoo *Sales*, it's possible to add a custom PDF that can be used either " "as a header or a footer. When the PDF quote builder is activated in a " "quotation, you can then select as many headers and footers as you wish to " "use, these PDF will then also be inserted in the final PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:40 msgid "" "To add a custom PDF as header or footer, start by navigating to " ":menuselection:`Sales app --> Configuration --> Headers/Footers`. From this " "page, either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:44 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:173 msgid "" "Clicking :guilabel:`Upload` instantly provides the opportunity to upload the" " desired document. Then, the document can be further configured on the " "document card, or by clicking the three dots icon in the top right corner of" " the document card, and then clicking :guilabel:`Edit`." msgstr "" "En cliquant sur :guilabel:`Charger`, vous avez immédiatement la possibilité " "de télécharger le document souhaité. Ensuite, le document peut être " "configuré sur la fiche du document ou en cliquant sur l'icône des trois " "points dans le coin supérieur droit de la carte du document, puis en " "cliquant sur :guilabel:`Modifier`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:48 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:177 msgid "" "Clicking :guilabel:`New` reveals a blank documents form, in which the " "desired PDF can be uploaded via the :guilabel:`Upload your file` button on " "the form, located in the :guilabel:`File Content` field." msgstr "" "En cliquant sur :guilabel:`Nouveau`, un formulaire de documents vierge " "apparaît, dans lequel le PDF souhaité peut être chargé via le bouton " ":guilabel:`Charger votre fichier` sur le formulaire, situé dans le champ " ":guilabel:`Contenu du fichier`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:52 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:185 msgid "" "Various information and configurations related to the uploaded document can " "be modified here." msgstr "" "Vous pouvez modifier diverses informations et configurations relatives au " "document chargé ici." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:187 msgid "" "The first field on the documents form is for the :guilabel:`Name` of the " "document, and it is grayed-out (not clickable) until a document is uploaded." " Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated " "with the name of the PDF, and it can then be edited." msgstr "" "Le premier champ du formulaire de document est le :guilabel:`Nom` du " "document et il est grisé (non cliquable) jusqu'à ce qu'un document soit " "chargé. Une fois qu'un PDF a été chargé, le champ :guilabel:`Nom` est rempli" " automatiquement avec le nom du PDF, et il peut alors être modifié." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:58 msgid "" "Then, in the :guilabel:`Document Type` field, click the drop-down menu, and " "select either: :guilabel:`Header`, or :guilabel:`Footer` to define whether " "these files would be selectable to be at the beginning or at the end of your" " quote." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62 msgid "" "Under this, in the :guilabel:`Quotation Templates` section, you can restrict" " this PDF to some quotation templates only." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66 msgid "" "Alternatively, you can also navigate to :menuselection:`Sales app --> " "Configuration --> Quotation Templates`, select a template and directly " ":guilabel:`Add` or :guilabel:`Upload` a PDF to it in the :guilabel:`Quote " "Builder` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70 msgid "" "Lastly, beside the :guilabel:`File Content` field, you have the possibility " "to :guilabel:`Configure dynamic fields`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74 msgid "Dynamic text in PDFs" msgstr "Texte dynamique dans les PDF" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76 msgid "" "While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-" "fill the PDF content with information related to the quote from the Odoo " "database, like names, prices, etc." msgstr "" "Lors de la création de PDF personnalisés pour les devis, utilisez les " "*textes dynamiques* pour qu'Odoo remplisse automatiquement le contenu du PDF" " avec les informations liées au devis de la base de données Odoo, comme les " "noms, les prix, etc." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:79 msgid "" "Dynamic text values are form components (text inputs) that can be added in a" " PDF file, and Odoo automatically fills those values in with information " "related to the quote." msgstr "" "Les valeurs de texte dynamique sont des éléments de formulaire (entrées de " "texte) qui peuvent être ajoutés dans un fichier PDF et Odoo remplit " "automatiquement ces valeurs avec des informations relatives au devis." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:83 msgid "Dynamic text values" msgstr "Valeurs de texte dynamiques" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:85 msgid "" "Below are common dynamic text values used in custom PDFs that are already " "mapped to the correct fields, and what they represent." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88 msgid "For headers and footers PDF:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90 msgid ":guilabel:`name`: Sales Order Reference" msgstr ":guilabel:`name` : Référence de la commande" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91 msgid ":guilabel:`partner_id__name`: Customer Name" msgstr ":guilabel:`partner_id__name` : Nom du client" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92 msgid ":guilabel:`user_id__name`: Salesperson Name" msgstr ":guilabel:`user_id__name`: Nom du vendeur" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93 msgid ":guilabel:`amount_untaxed`: Untaxed Amount" msgstr ":guilabel:`amount_untaxed` : Montant hors taxes" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94 msgid ":guilabel:`amount_total`: Total Amount" msgstr ":guilabel:`amount_total` : Montant total" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:95 msgid ":guilabel:`delivery_date`: Delivery Date" msgstr ":guilabel:`delivery_date` : Date de livraison" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:96 msgid ":guilabel:`validity_date`: Expiration Date" msgstr ":guilabel:`validity_date` : Date d'expiration" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97 msgid ":guilabel:`client_order_ref`: Customer Reference" msgstr ":guilabel:`client_order_ref` : Référence du client" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:100 msgid "For product PDF:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:102 msgid ":guilabel:`description`: Product Description" msgstr ":guilabel:`description` : Description du produit" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:103 msgid ":guilabel:`quantity`: Quantity" msgstr ":guilabel:`quantity` : Quantité" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:104 msgid ":guilabel:`uom`: Unit of Measure (UoM)" msgstr ":guilabel:`uom` : Unité de mesure (UdM)" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:105 msgid ":guilabel:`price_unit`: Price Unit" msgstr ":guilabel:`price_unit` : Prix unitaire" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:106 msgid ":guilabel:`discount`: Discount" msgstr ":guilabel:`discount` : Remise" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:107 msgid ":guilabel:`product_sale_price`: Product List Price" msgstr ":guilabel:`product_sale_price` : Prix du produit" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108 msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)" msgstr ":guilabel:`taxes` : Nom des taxes joint par une virgule (`,`)" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:109 msgid ":guilabel:`tax_excl_price`: Tax Excluded Price" msgstr ":guilabel:`tax_excl_price` : Prix hors taxes" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:110 msgid ":guilabel:`tax_incl_price`: Tax Included Price" msgstr ":guilabel:`tax_incl_price` : Prix toutes taxes comprises" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:112 msgid "" "After uploading a PDF, you can then :guilabel:`Configure dynamic fields`. " "This will allow you to map any field name found in your PDF to the field you" " want to show by writing down any existing path. Headers and footers starts " "from the current :guilabel:`sale_order` model, whereas product document " "follows their path from their :guilabel:`sale_order_line`. Leaving that path" " empty allows you to fill a custom notes, directly from the specific quote " "that requires it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:120 msgid "" "When a PDF is built, it's best practice to use common dynamic text values " "(:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the " "database, Odoo auto-populates those fields with the information from their " "respective fields." msgstr "" "Lorsqu'un PDF est construit, la meilleure pratique consiste à utiliser des " "valeurs de texte dynamiques communes (:guilabel:`name` et " ":guilabel:`partner_id_name`). Lorsqu'il est téléchargé sur la base de " "données, Odoo remplit automatiquement ces champs avec les informations de " "leurs champs respectifs." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:124 msgid "" "In this case, Odoo would auto-populate the Sales Order Reference in the " ":guilabel:`name` dynamic text field, and the Customer Name in the " ":guilabel:`partner_id_name` field." msgstr "" "Dans ce cas, Odoo remplit automatiquement la référence de la commande dans " "le champ de texte dynamique :guilabel:`name` et le nom du client dans le " "champ :guilabel:`partner_id_name`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "PDF quote being built using common dynamic placeholders." msgstr "" "Le devis PDF est construit en utilisant des placeholders dynamiques communs." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:131 msgid "" "Once the PDF file(s) are complete, save them to the computer's hard drive, " "and proceed to upload them to Odoo via :menuselection:`Sales app --> " "Configuration --> Headers/Footers`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:135 msgid "" "When uploading PDF containing the form field " ":guilabel:`invoice_partner_country`, which is an information available in " "the sales order, configure the :guilabel:`path` of the :guilabel:`Form Field" " Name` to: - :guilabel:`partner_invoice_id.country_id.name` for a header or " "footer document - :guilabel:`order_id.partner_invoice_id.country_id.name` " "for a product document fills the form with the invoice partner country's " "name when the PDF is built." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:143 msgid "" "When uploading any PDF containing the form field :guilabel:`custom_note`, " "leaving the :guilabel:`path` empty allows the seller to write down any note " "where that form field is in that document and shown when the PDF is built." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:148 msgid "Add PDF to product" msgstr "Ajouter un PDF au produit" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:150 msgid "" "In Odoo *Sales*, it's also possible to add a custom PDF to a product form. " "When a PDF is added to a product, and that product is used in a quotation, " "that PDF is also inserted in the final PDF." msgstr "" "Dans Odoo *Ventes*, il est également possible d'ajouter un PDF personnalisé " "à un formulaire de produit. Lorsqu'un PDF est ajouté à un produit et que ce " "produit est utilisé dans un devis, ce PDF est également inséré dans le PDF " "final." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153 msgid "" "To add a custom PDF to a product, start by navigating to " ":menuselection:`Sales app --> Products --> Products`, and select the desired" " product to which a custom PDF should be added." msgstr "" "Pour ajouter un PDF personnalisé à un produit, allez à l'application " ":menuselection:`Ventes --> Produits --> Produits`, et sélectionnez le " "produit souhaité auquel un PDF personnalisé doit être ajouté." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:157 msgid "" "A document could also be added to a product variant, instead of a product. " "If there are documents on a product *and* on its variant, **only** the " "documents in the variant are shown." msgstr "" "Un document peut également être ajouté à une variante de produit, au lieu " "d'un produit. S'il existe des documents sur un produit *et* sur sa variante," " **seuls** les documents de la variante sont affichés." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:160 msgid "" "To add a custom document to a product variant, navigate to " ":menuselection:`Sales app --> Products --> Product Variants`. Select the " "desired variant, click the :guilabel:`Documents` smart button, and proceed " "to upload the custom document(s) to the specific product variant." msgstr "" "Pour ajouter un document personnalisé à une variante de produit, allez à " "l'application :menuselection:`Ventes --> Produits --> Variantes de produit`." " Sélectionnez la variante souhaitée, cliquez sur le bouton intelligent " ":guilabel:`Documents` et chargez le(s) document(s) personnalisé(s) dans la " "variante de produit spécifique." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:164 msgid "" "On the product page, click the :guilabel:`Documents` smart button at the top" " of the page." msgstr "" "Sur la page du produit, cliquez sur le bouton intelligent " ":guilabel:`Documents` en haut de la page." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "The Documents smart button on a product form in Odoo Sales." msgstr "" "Le bouton intelligent Documents sur un formulaire de produit dans Odoo " "Ventes." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170 msgid "" "Doing so reveals a separate :guilabel:`Documents` page for that product, " "wherein files related to that product can be uploaded. From this page, " "either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" "Cette opération fait apparaître une page :guilabel:`Documents` séparée pour " "ce produit, dans laquelle les fichiers liés à ce produit peuvent être " "chargés. À partir de cette page, cliquez sur :guilabel:`Nouveau` ou " ":guilabel:`Charger`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "A standard document form with various fields for a specific product in Odoo " "Sales." msgstr "" "Un formulaire de document standard avec divers champs pour un produit " "spécifique dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191 msgid "" "Prior to uploading a document, there's the option to designate whether the " "document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` " "drop-down field menu." msgstr "" "Avant de charger un document, il est possible d'indiquer s'il s'agit d'un " ":guilabel:`Fichier` ou d'une :guilabel:`URL` dans le menu déroulant " ":guilabel:`Type`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "A standard document form with an uploaded pdf in Odoo Sales." msgstr "" "Un formulaire de document standard avec un PDF chargé dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:199 msgid "" "If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to " ":guilabel:`File`, and it cannot be modified." msgstr "" "Si un PDF est chargé, le champ :guilabel:`Type` est automatiquement défini " "sur :guilabel:`Fichier` et ne peut pas être modifié." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:202 msgid "" "Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field," " click the drop-down menu, and select either: :guilabel:`Quotation`, " ":guilabel:`Confirmed order`, or :guilabel:`Inside quote`." msgstr "" "Ensuite, dans la section :guilabel:`Ventes`, cliquez sur le menu déroulant " "dans le champ :guilabel:`Visible dans` et sélectionnez :guilabel:`Devis`, " ":guilabel:`Commande confirmée`, ou :guilabel:`Dans le devis`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206 msgid "" ":guilabel:`Quotation`: the document is sent to (and accessible by) customers" " at any time." msgstr "" ":guilabel:`Devis` : le document est envoyé aux clients (et accessible par " "eux) à tout moment. " #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208 msgid "" ":guilabel:`Confirmed order`: the document is sent to customers upon the " "confirmation of an order. This is best for user manuals and other " "supplemental documents." msgstr "" ":guilabel:`Commande confirmée` : le document est envoyé aux clients lors de " "la confirmation d'une commande. Cette option est idéale pour les manuels " "d'utilisation et autres documents complémentaires." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211 msgid "" ":guilabel:`Inside quote`: the document is included in the PDF of the " "quotation, between the header pages and the :guilabel:`Pricing` section of " "the quote." msgstr "" ":guilabel:`Dans le devis` : le document est inclus dans le PDF du devis, " "entre les pages d'en-tête et la section :guilabel:`Prix` du devis." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:215 msgid "" "When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` " "field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, " "the PDF is visible on the quotation the in the *customer portal* under the " ":guilabel:`Documents` field." msgstr "" "Lorsque vous avez sélectionné l'option :guilabel:`Dans le devis` dans le " "champ :guilabel:`Visible dans` et que vous avez chargé le fichier PDF " "personnalisé `Sample Builder.pdf`, le PDF est visible dans le devis dans le " "*portail client* dans la section :guilabel:`Documents`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales." msgstr "" "Exemple d'un PDF chargé avec l'option Dans le devis choisie dans Odoo " "Ventes." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223 msgid "" "Beside the :guilabel:`File Content` field, you have the possibility to " ":guilabel:`Configure dynamic fields`. When doing so, remember that the " "starting model is the :guilabel:`sale_order_line`, unlike for headers and " "footers that start from the :guilabel:`sale_order`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:228 msgid "" "Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to " ":guilabel:`Show on product page` on the front-end (in the online store)." msgstr "" "Enfin, dans la section :guilabel:`eCommerce`, décidez si vous voulez " "l':guilabel:`Afficher sur la page produit` dans le frontend (dans la " "boutique en ligne)." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:232 msgid "" "When the :guilabel:`Show on product page` option is enabled, a link to the " "uploaded document, `Sample Builder.pdf`, appears on the product's page, " "located on the frontend in the online store." msgstr "" "Lorsque l'option :guilabel:`Afficher sur la page produit` est activée, un " "lien vers le document chargé, `Sample Builder.pdf`, s'affiche sur la page du" " produit, située dans le frontend de la boutique en ligne." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:235 msgid "" "It appears beneath a :guilabel:`Documents` heading, with a link showcasing " "the name of the uploaded document." msgstr "" "Il apparaît dans la section :guilabel:`Documents`, avec un lien indiquant le" " nom du document chargé." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Showing a link to an uploaded document on a product page using Odoo Sales." msgstr "" "Afficher un lien vers un document chargé sur une page produit dans Odoo " "Ventes." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:243 msgid "PDF quote" msgstr "Devis en PDF" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:245 msgid "" "On a :guilabel:`Sales Order`, in the :guilabel:`Quote Builder` tab, select " "any document you want to be merged within the final PDF. If this document " "has custom fields, you'll then be able to write same notes to fill the PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:249 msgid "" "You can add as many headers, product documents and footers you want to " "customize your quote to the needs of your customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:252 msgid "" "Once a quote with a pre-configured PDF has been confirmed, Odoo provides the" " option to print the confirmed quote to check for errors, or to keep for " "records." msgstr "" "Une fois qu'un devis avec un PDF préconfiguré a été confirmé, Odoo permet " "d'imprimer le devis confirmé pour vérifier qu'il n'y a plus d'erreurs ou de " "le conserver." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:255 msgid "" "To print the PDF quote, navigate to the confirmed quote, and click the " ":guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down " "menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`." msgstr "" "Pour imprimer le devis en PDF, allez au devis confirmé et cliquez sur " "l'icône :guilabel:`⚙️ (engrenage)` pour faire apparaître un menu déroulant. " "Dans ce menu, cliquez sur :guilabel:`Imprimer` et sélectionnez " ":guilabel:`Devis en PDF`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "Print pdf quote option on drop-down menu located on confirmed sales order in" " Odoo Sales." msgstr "" "L'option d'imprimer un devis en PDF dans le menu déroulant sur la commande " "confirmée dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:263 msgid "" "Doing so instantly downloads the PDF quote. When opened, the PDF quote, " "along with the configured product PDF that was set to be visible inside the " "quote, can be viewed and printed." msgstr "" "Cette opération télécharge immédiatement le devis en PDF. Une fois ouvert, " "vous pouvez voir et imprimer le devis en PDF, ainsi que le PDF du produit " "configuré qui était défini sur Visible dans le devis." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:267 msgid "" "Download these :download:`PDF quote builder examples " "` or download " ":download:`sample quotation ` for " "added reference." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Quotation templates" msgstr "Modèles de devis" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5 msgid "" "Reusable quotation templates can be made in Odoo's **Sales** app for common " "products or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:7 msgid "" "By using these templates, quotations can be tailored and sent to customers " "at a quicker pace, without having to create new quotations from scratch " "every time a sales negotiation occurs." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:15 msgid "" "To use quotation templates, begin by activating the setting in " ":menuselection:`Sales app --> Configuration --> Settings`, and scroll to the" " :guilabel:`Quotations &_Orders` heading." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:18 msgid "" "Under the heading, tick the :guilabel:`Quotation Templates` checkbox. Doing " "so reveals a new :guilabel:`Default Template` field, in which a default " "quotation template can be chosen from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "How to enable quotation templates on Odoo Sales." msgstr "Comment activer les modèles de devis dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:25 msgid "" "Upon activating the :guilabel:`Quotation Template` feature, an internal " ":icon:`fa-arrow-right` :guilabel:`Quotation Templates` link appears beneath " "the :guilabel:`Default Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:28 msgid "" "Clicking this link reveals the :guilabel:`Quotation Templates` page, from " "which templates can be created, viewed, and edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:31 msgid "" "Before leaving the :guilabel:`Settings` page, do not forget to click the " ":guilabel:`Save` button to save all changes made during the session." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37 msgid "Create quotation templates" msgstr "Créer des modèles de devis" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39 msgid "" "To create a quotation template, click the :guilabel:`Quotation Templates` " "link on the :guilabel:`Settings` page once :guilabel:`Quotation templates` " "are enabled, or navigate to :menuselection:`Sales app --> Configuration --> " "Quotation Templates`. Both options reveal the :guilabel:`Quotation " "Templates` page, where quotation templates can be created, viewed, and " "edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates page in the Odoo Sales application." msgstr "Page des modèles de devis dans l'application Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47 msgid "" "To create a new quotation template, click the :guilabel:`New` button, " "located in the upper-left corner. Doing so reveals a blank quotation " "template form that can be customized." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Create a new quotation template on Odoo Sales." msgstr "Créez un nouveau modèle de devis dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:53 msgid "" "Start by entering a name for the template in the :guilabel:`Quotation " "Template` field." msgstr "" "Commencez par donner un nom au modèle dans le champ :guilabel:`Modèle de " "devis`. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:55 msgid "" "Then, in the :guilabel:`Quotation Validity` field, designate how many days " "the quotation template will remain valid for, or leave the field on the " "default `0` to keep the template valid indefinitely." msgstr "" "Ensuite, dans le champ :guilabel:`Validité du devis`, indiquez combien de " "jours le modèle de devis reste valide ou laissez le champ sur la valeur par " "défaut `0` pour que le modèle reste valide indéfiniment." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:59 msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank drop-down " "menu to select a preconfigured email template to be sent to customers upon " "confirmation of an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:63 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " "and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from" " the drop-down menu that appears." msgstr "" "Pour créer un nouveau modèle d'email directement dans le champ " ":guilabel:`Email de confirmation`, commencez par écrire le nom du nouveau " "modèle d'email dans le champ et sélectionnez :guilabel:`Créer` ou " ":guilabel:`Créer et modifier...` dans le menu déroulant qui s'affiche." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:67 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" " later." msgstr "" "Si vous sélectionnez :guilabel:`Créer`, vous pouvez créer le modèle d'email," " qui peut être modifié ultérieurement." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create and edit...` creates the email template, and a " ":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " "email template can be customized and configured immediately." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Create confirmation mail pop-up window from the quotation template form in " "Odoo Sales." msgstr "" "Fenêtre contextuelle permettant de créer un email de confirmation à partir " "du formulaire de modèle de devis dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 msgid "" "When all modifications are complete, click :guilabel:`Save & Close` to save " "the email template and return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" "Si vous travaillez dans un environnement de plusieurs sociétés, utilisez le " "champ :guilabel:`Société` pour indiquer à quelle société ce modèle de devis " "s'applique. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " "orders with this template will invoice in that specified journal. If no " "journal is set in this field, the sales journal with the lowest sequence is " "used." msgstr "" "Si un journal est défini dans le champ :guilabel:`Journal de facturation`, " "toutes les commandes avec ce modèle seront facturées dans ce journal " "spécifique. Si aucun journal n'est défini dans ce champ, le journal des " "ventes avec la séquence la plus basse sera utilisé." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:86 msgid "" "If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " "features are activated in the :guilabel:`Settings` (:menuselection:`Sales " "app --> Configuration --> Settings`), those options are available on " "quotation template forms." msgstr "" "Si les fonctionnalités :guilabel:`Signature en ligne` et/ou " ":guilabel:`Paiement en ligne` sont activées dans les :guilabel:`Paramètres` " "(:menuselection:`Application Ventes --> Configuration --> Paramètres`), ces " "options sont disponibles sur les formulaires de modèles de devis." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:90 msgid "" "Check the box beside :guilabel:`Online Signature` to request an online " "signature from the customer to confirm an order." msgstr "" "Cochez la case à côté de l'option :guilabel:`Signature en ligne` pour " "demander une signature en ligne au client pour confirmer une commande." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 msgid "" "Check the box beside :guilabel:`Online Payment` to request an online payment" " from the customer to confirm an order. When :guilabel:`Online Payment` is " "checked, a new percentage field appears, in which a specific percentage of " "payment can be entered." msgstr "" "Cochez la case à côté de l'option :guilabel:`Paiement en ligne` pour " "demander un paiement en ligne au client pour confirmer une commande. Lorsque" " vous cochez :guilabel:`Paiement en ligne`, un nouveau champ de pourcentage " "apparaît, dans lequel vous pouvez saisir un pourcentage de paiement " "spécifique." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:97 msgid "" "Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " "can be enabled simultaneously, in which case the customer must provide " "**both** a signature **and** a payment to confirm an order." msgstr "" "Les deux options, :guilabel:`Signature en ligne` et :guilabel:`Paiement en " "ligne`, peuvent être activées en même temps, dans lequel cas le client doit " "fournir **à la fois** une signature **et** un paiement pour confirmer une " "commande." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:101 msgid "" "In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" "configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," " etc.) to designate how often this quotation template should occur." msgstr "" "Dans le champ :guilabel:`Plan récurrent`, choisissez parmi une variété de " "durées préconfigurées (par ex. :guilabel:`Mensuel`, :guilabel:`Trimestriel`," " etc.) pour désigner la fréquence à laquelle ce modèle de devis doit être " "exécuté." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 msgid "" "The :guilabel:`Recurring Plan` field **only** applies to subscription plans." " For more information, check out the documentation on " ":doc:`../../subscriptions/plans`." msgstr "" "Le champ :guilabel:`Plan récurrent` s'applique **uniquement** aux plans " "d'abonnement. Pour plus d'informations, consultez la documentation relative " "aux :doc:`../../subscriptions/plans`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:110 msgid "Lines tab" msgstr "Onglet Lignes" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:112 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " ":guilabel:`Add a section` (and dragging/dropping section headers), and " "further explained with discretionary information (such as warranty details, " "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" "Dans l'onglet :guilabel:`Lignes`, vous pouvez ajouter des produits au modèle" " de devis en cliquant sur :guilabel:`Ajouter un produit`, vous pouvez " "l'organiser en cliquant sur :guilabel:`Ajouter une section` (et en " "glissant/déposant des en-têtes de section) et vous pouvez ajouter des " "informations discrétionnaires (telles que les détails de garantie, les " "conditions, etc.) en cliquant sur :guilabel:`Ajouter une note`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:117 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" "Pour ajouter un produit à un modèle de devis, cliquez sur :guilabel:`Ajouter" " un produit` dans l'onglet :guilabel:`Lignes` d'un formulaire de modèle de " "devis. cette opération fait apparaître un champ vierge dans la colonne " ":guilabel:`Produit`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "When clicked, a drop-down menu with existing products in the database " "appears. Select the desired product from the drop-down menu to add it to the" " quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "If the desired product is not readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " "drop-down menu. Products can also be found by clicking :guilabel:`Search " "More...` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:128 msgid "" "It is possible to add event-related products (booths and registrations) to " "quotation templates. To do so, click the :guilabel:`Product` field, type in " "`Event`, and select the desired event-related product from the resulting " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" "Lorsqu'un produit est ajouté à un modèle de devis, la :guilabel:`Quantité` " "par défaut est `1`, mais cette valeur peut être modifiée à tout moment." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "Then, drag and drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " "When clicked, a blank field appears, in which the desired name of the " "section can be typed. When the name has been entered, click away to secure " "the section name." msgstr "" "Pour ajouter une *section*, qui sert d'en-tête pour organiser les lignes " "d'une commande, cliquez sur :guilabel:`Ajouter une section` dans l'onglet " ":guilabel:`Lignes`. Lorsque vous cliquez sur cette option, un champ vierge " "s'affiche dans lequel vous pouvez donner un nom à la section. Une fois le " "nom saisi, cliquez à côté pour enregistrer le nom de la section." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:144 msgid "" "Then, drag and drop the section name to the desired position, via the " ":icon:`oi-apps` :guilabel:`(six squares)` icon, located to the left of each " "line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "To add a note, which appears as a piece of text for the customer on the " "quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " "clicked, a blank field appears, in which the desired note can be typed. When" " the note has been entered, click away to secure the note." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 msgid "" "Then, drag and drop the note to the desired position, via the :icon:`oi-" "apps` :guilabel:`(six squares)` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :icon:`fa-trash` :guilabel:`(remove record)` icon on" " the far-right side of the line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "" "Using *optional products* is a marketing strategy that involves the cross-" "selling of products along with a core product. The aim is to offer useful " "and related products to customers, which may result in an increased sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:165 msgid "" "If a customer wants to buy a car, they have the choice to order massaging " "seats as an additional product that compliments the car, or ignore the offer" " and buy the car alone." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " "orders themselves, if desired." msgstr "" "Les produits optionnels apparaissent dans une section au bas des commandes " "et des pages d'eCommerce. Les clients peuvent les ajouter immédiatement à " "leurs commandes en ligne eux-mêmes, s'ils le souhaitent." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "Les produits optionnels sur une commande typique avec Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:174 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" " tab, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" "Le fait de cliquer sur :guilabel:`Ajouter une ligne` fait apparaître un " "champ vierge dans la colonne :guilabel:`Produit`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :icon:`fa-trash` :guilabel:`(remove record)` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" "Les produits optionnels ne sont **pas** obligatoires pour créer un modèle de" " devis." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms & Conditions tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms & Conditions` tab provides the opportunity to add terms" " and conditions to the quotation template. To add terms and conditions, type" " the desired terms and conditions in this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:198 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" "Les conditions générales ne sont **pas** obligatoires pour créer un modèle " "de devis." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:201 msgid "Use quotation templates" msgstr "Utiliser les modèles de devis" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "preconfigured template in the :guilabel:`Quotation Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" "The order of the templates in the :guilabel:`Quotation Template` field is " "determined by the order of the templates in the Quotation Templates form. " "The order of the quotations in the Quotation Templates form does **not** " "affect anything else." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" "end of the website through Odoo's customer portal." msgstr "" "Pour visualiser ce que le client verra, cliquez sur le bouton " ":guilabel:`Aperçu` en haut de la page pour voir à quoi ressemblera le modèle" " de devis dans le frontend du site web par le biais du portail client " "d'Odoo." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Customer preview of a quotation template in Odoo Sales." msgstr "Aperçu client d'un modèle de devis dans Odoo Ventes." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to save the configuration." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "The blue banner located at the top of the quotation template preview can be " "used to quickly return :icon:`fa-arrow-right` :guilabel:`Back to edit mode`." " When clicked, Odoo returns to the quotation form in the back-end of the " "*Sales* application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:226 msgid "Mass cancel quotations/sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "Cancel multiple quotations (or sales orders) by navigating to the " ":menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by " "default, in the list view. Then, on the left side of the table, tick the " "checkboxes for the quotations to be canceled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 msgid "" "Select all records in the table by selecting the checkbox column header at " "the top-left of the table; the total number of selected items are displayed " "at the top of the page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:236 msgid "" "Then, with the desired quotations (or sales orders) selected from the list " "view on the :guilabel:`Quotations` page, click the :icon:`fa-cog` " ":guilabel:`Actions` button to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 msgid "From this drop-down menu, select :guilabel:`Cancel quotations`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "The Cancel quotations option on the Actions drop-down menu in the Odoo Sales" " application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid "" "This action can be performed for quotations in *any* stage, even if it is " "confirmed as a sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid "" "Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel" " quotations` confirmation pop-up window appears. To complete the " "cancellation, click the :guilabel:`Cancel quotations` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 msgid "" "An error pop-up message appears when attempting to cancel an order for an " "ongoing subscription that has an invoice." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:5 msgid "Shopee Connector" msgstr "Connecteur Shopee" #: ../../content/applications/sales/sales/shopee_connector.rst:7 msgid "" "The **Shopee Connector** synchronizes orders between Shopee and Odoo, which " "considerably reduces the amount of time spent manually entering Shopee " "orders (from the Shopee Seller account) into Odoo. It also allows users to " "accurately keep track of Shopee sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:14 msgid "The **Shopee Connector** is able to:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:16 msgid "" "Synchronize (Shopee to Odoo) all confirmed orders, and their order items, " "which include:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:18 msgid "Product name" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:19 msgid "SKU reference" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:20 msgid "Quantity" msgstr "Quantité" #: ../../content/applications/sales/sales/shopee_connector.rst:22 msgid "" "Synchronize (Odoo to Shopee) all available quantities of your products " "(:abbr:`FBM (Fulfilled by Merchant)`)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:25 msgid "Support multiple Shopee marketplaces (shops) per seller account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:28 msgid "" "The **Shopee Connector** is designed to synchronize sales orders data. Other" " actions, such as downloading weekly/monthly income/fees reports, handling " "disputes, or issuing refunds, **must** be managed from the *Shopee Seller " "Central*, as usual." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:33 msgid "Shopee supported marketplaces" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:36 msgid "**APAC region**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:38 msgid "Indonesia" msgstr "Indonésie" #: ../../content/applications/sales/sales/shopee_connector.rst:38 msgid "Shopee.co.id" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Taiwan" msgstr "Taïwan" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Shopee.tw" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Vietnam" msgstr "Vietnam" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Shopee.vn" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Thailand" msgstr "Thaïlande" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Shopee.co.th" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Philippines" msgstr "Les Philippines" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Shopee.ph" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Malaysia" msgstr "Malaisie" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Shopee.com.my" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:50 msgid "Singapore" msgstr "Singapour" #: ../../content/applications/sales/sales/shopee_connector.rst:50 msgid "Shopee.sg" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:54 msgid "**South America region**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:56 msgid "Brazil" msgstr "Brésil" #: ../../content/applications/sales/sales/shopee_connector.rst:56 msgid "Shopee.com.br" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Chile" msgstr "Chili" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Shopee.cl" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:60 msgid "Colombia" msgstr "Colombie" #: ../../content/applications/sales/sales/shopee_connector.rst:60 msgid "Shopee.com.co" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:62 msgid "Shopee.com.mx" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:66 msgid ":doc:`shopee_connector/setup`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:67 msgid ":doc:`shopee_connector/manage`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:3 msgid "Shopee order management" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:6 msgid "Product catalog mapping" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:9 msgid "New Odoo customers with no existing products" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:11 msgid "" "If you are starting a new Odoo database and your products are only on " "Shopee, you can import your Shopee product catalog into Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:14 msgid "" "**Export Shopee catalog:** Use the *Mass Function* drop-down to export the " "product catalog from Shopee, ensuring it includes the Shopee SKUs." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:0 msgid "Mass Function drop-down in Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:20 msgid "" "**Import into Odoo:** :doc:`Import <../../../essentials/export_import_data>`" " the exported catalog into Odoo. During the import process, it is *crucial* " "to map the Shopee SKU to the *Internal Reference* field in Odoo. This field " "will serve as the link between your Shopee and Odoo products." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:26 msgid "Existing Odoo customers with products already in Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:28 msgid "" "If you already have products in your Odoo database, you'll need to map your " "Shopee listings to your existing Odoo products." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:31 msgid "" "**Export Shopee catalogs:** Use the *Mass Function* drop-down to export the " "product catalog from Shopee (including Shopee SKUs) and :doc:`export " "<../../../essentials/export_import_data>` your product catalog from Odoo " "(including *Internal References*)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:34 msgid "" "**Map in a spreadsheet:** Use a spreadsheet to map the products. Match the " "Shopee SKU from the Shopee export with the corresponding *Internal " "Reference* from the Odoo export. Create a column that links the Shopee SKU " "with the Odoo *Internal Reference*." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:37 msgid "" "**Update Odoo products:** Import the updated spreadsheet back into Odoo. Use" " the mapping you created in the spreadsheet to update the *Internal " "Reference* field of your existing Odoo products with the corresponding " "Shopee SKU. This establishes the link between your Odoo and Shopee products." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:43 msgid "" "Product catalog synchronization between Odoo and Shopee is **not " "automatic**. It is a **manual operation** that you must initiate. The " "process differs depending on whether your products already exist in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:50 msgid "" "Orders are automatically fetched from Shopee, and synchronized in Odoo, at " "**regular intervals**." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:52 msgid "" "The synchronization is based on the Shopee orders status: only orders whose " "status has changed since the last synchronization are fetched from Shopee. " "This includes changes on Shopee only." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:55 msgid "" "When an order is canceled on Shopee, it will update the order's status in " "Odoo. On the other hand, if an order is canceled on Odoo, the change won't " "be reflected on Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:58 msgid "" "For every synchronized order, Odoo creates a sales order and a customer " "(contact), as long as the customer hasn't been previously imported from " "Shopee or doesn't already exist in the database." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:62 msgid "" "The principal of the synchronization is to *only fetch orders that needs to " "be shipped* (i.e., `SHIPPED`, `CANCEL`, `UNPAID`, `COMPLETED`)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:68 msgid "" "In order to force the synchronization of an order, whose status has **not** " "changed since the previous synchronization:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:71 msgid "" "Then, navigate to the Shopee account in Odoo :menuselection:`Sales app --> " "Configuration --> Shopee --> Account --> Shop`. Modify the date for " ":guilabel:`Last Order Sync` under :guilabel:`Orders Follow-up`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:79 msgid "Manage deliveries in :abbr:`FBM (Fulfilled by Merchant)`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:81 msgid "" "Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " "picking is instantly created in the **Inventory** app, along with a sales " "order and customer record." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:84 msgid "" "When a picking related to the order is confirmed, you also have to click on " ":guilabel:`Arrange Shipment` in your Shopee Seller Account in order to be " "able to generate and fetch the :guilabel:`Shipping Label` and " ":guilabel:`Tracking Number`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:89 msgid "Shopee delivery statuses" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:91 msgid "" "Understanding the different Shopee delivery statuses is crucial for managing" " your orders effectively. Here's a breakdown:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:94 msgid "**Ready to ship:** The seller can now arrange shipment for this order." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:95 msgid "" "**Shipment arranged:** The seller has arranged shipment online and received " "a tracking number from the third-party logistics (3PL) provider." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:97 msgid "" "**Shipped:** The parcel has been dropped off at the 3PL location or picked " "up by the 3PL provider." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:99 msgid "**Cancelled:** The order has been canceled." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:100 msgid "" "**Pickup failed:** The 3PL parcel pickup attempt failed. The seller needs to" " rearrange shipment, and the rest of the order fulfillment content." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst-1 msgid "Shopee delivery status in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:107 msgid "Unsupported for Non-Shopee Supported Logistics (NSSL)" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:109 msgid "" "This feature is not available for :abbr:`NSSL (Non-Shopee Supported " "Logistics)`, you have to manually create shipping label and tracking number " "via the logistics provider's website/app. Check your region for list of " "supported logistics (e.g. `Malaysia " "`_)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:114 msgid "" "Shopee requires users to provide a tracking reference with each delivery. " "This is needed to assign a carrier." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:117 msgid "" "If the carrier doesn't automatically provide a tracking reference, one must " "be set manually. This rule applies to all Shopee marketplaces." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:121 msgid "Follow deliveries in Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:123 msgid "" "For :abbr:`FBM (Fulfilled by Merchant)` orders, the stock move is " "automatically created in Odoo by the Shopee connector, thanks to the " "shipping status of Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst-1 msgid "Stock move created for Shopee order in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:130 msgid "Order fulfillment process" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:132 msgid "" "This section describes the process of fulfilling Shopee orders within Odoo, " "from order creation to inventory updates." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:135 msgid "" "**New order creation:** When a new order is placed on Shopee, it is " "automatically created in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:137 msgid "" "**Arrange shipment on Shopee:** Before the order can be shipped, you " "**must** arrange the shipment through the Shopee platform itself. This " "usually involves selecting a shipping provider, generating a shipping label," " and scheduling pickup or drop-off. Odoo does *not* handle the physical " "shipping arrangements; this is managed entirely within Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:141 msgid "" "**Fetch Shopee shipping label (delivery note):** Once the shipment is " "arranged on Shopee, Odoo fetches the generated shipping label (which serves " "as the delivery note). This label contains crucial information like the " "tracking number and is essential for printing and attaching to the package. " "The shipping label is imported into Odoo and associated with the " "corresponding sales order." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:146 msgid "" "**Validate stock out in Odoo:** After the shipping label is retrieved, you " "need to validate the stock movement in Odoo. This confirms that the ordered " "items have left your warehouse or inventory. Validating the stock out will " "decrease the stock levels in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:149 msgid "" "**Inventory update on Shopee:** Finally, Odoo pushes the updated stock " "levels back to Shopee. This ensures that your Shopee listings reflect the " "current inventory, preventing overselling and keeping your product " "availability accurate. This synchronization keeps your Shopee storefront up-" "to-date with your Odoo inventory." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:157 msgid "" "Since customers pay Shopee as an intermediary, creating a dedicated *Bank* " "journal (e.g. named `Shopee Payments`), with a dedicated *Bank and Cash* " "intermediary account is recommended." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:160 msgid "" "Additionally, as Shopee makes a single weekly or monthly payment, selecting " "all the invoices linked to a single payment is necessary when registering " "payments." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:163 msgid "" "To do that, use the appropriate :guilabel:`Journal` dedicated to Shopee " "payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " "Method`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:170 msgid "" "This same action can be performed with vendor bills from Shopee dedicated to" " fees/commissions." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:172 msgid "" "When the balance is received in the bank account at the end of the " "week/month, and the bank statements are recorded, credit the Shopee " "intermediary account by the amount received." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:176 msgid "Analyzing Shopee sales with Odoo's reporting" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:178 msgid "" "Odoo's dashboard consolidates sales data from all your connected sales " "channels, providing a comprehensive overview of your business performance. " "To specifically analyze your Shopee sales, you will need to configure sales " "teams for your Shopee shops. This setup enables you to filter and isolate " "Shopee sales data within the Odoo dashboard." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:184 msgid "Setting up sales teams for Shopee reporting" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:186 msgid "" "By default, the Shopee account's sales team is shared across all of your " "company's accounts. To generate separate reports for specific Shopee shops " "or marketplaces, you'll need to assign dedicated sales teams." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:190 msgid "" "**Assign a sales team to your Shopee shop:** Navigate to the Shopee account " "configuration (typically found under :menuselection:`Sales --> Configuration" " --> Accounts`). Within the account details, assign a specific sales team " "to your Shopee shop." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:193 msgid "" "**Filtering Shopee sales on the dashboard:** Once sales teams are assigned, " "you can use the dashboard filters to view sales data specifically for your " "Shopee shops. Select the appropriate sales team to isolate and analyze your " "Shopee performance." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:198 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:231 msgid "" ":doc:`Shopee supported features and marketplaces <../shopee_connector>`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:3 msgid "Shopee Connector configuration" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:5 msgid "" "Odoo allows users to synchronize with Shopee Seller account in the database," " but users **must** have a registered **Shopee Seller account** and a " "**Shopee Open account** prior to completing the configuration." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:9 msgid "" "Set up an Open Shopee account by first going to the `Shopee Open Platform " "`_, and click the :guilabel:`Get Access (Now)` " "button located in the middle of the page." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:13 msgid "" "Use the `Open Shopee Developer Guide `_, and follow the registration process. Once all done, proceed to " "follow the instructions below to register and link the Open Shopee account " "in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:18 msgid "" "Shopee Open Platform access and seller account requirements are **regionally" " specific**. This means the rules, qualifications, and processes differ from" " country to country. Before proceeding with Odoo's Shopee Connector setup, " "verify the requirements for *your* specific Shopee region." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:22 msgid "**Key Considerations:**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:24 msgid "" "**Shopee Seller Status & Business Type:** You must have an active Shopee " "seller account (Individual or Registered Business). Your eligibility depends" " on your region and business registration." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:27 msgid "" "**Order Volume/Seller Tier (If Applicable):** Many regions require a minimum" " number of orders within a specific time frame or a certain seller tier " "(e.g., Mall, Preferred, Managed) to access the Open Platform." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:31 msgid "**Action Required:**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:33 msgid "Identify your Shopee region." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:34 msgid "" "Locate the official Shopee documentation for your region. `Open Shopee " "Developer Guide `_" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:36 msgid "" "Carefully review the requirements for seller accounts and Open Platform " "access in your region." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:38 msgid "" "Ensure your Shopee account meets all the necessary criteria *before* " "proceeding with the Odoo Shopee Connector configuration." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:44 msgid "Connect Shopee seller account to Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:46 msgid "" ":ref:`Install ` the :guilabel:`Shopee Connector` " "(`sale_shoppe`) by going to :menuselection:`Apps`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:49 msgid "" "Then connect your Shopee Open account by navigating to :menuselection:`Sales" " app --> Configuration --> Shopee --> Accounts`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:52 msgid "" "From here, click :guilabel:`New` to create to link a new Shopee account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:54 msgid "" "Then, in the :guilabel:`Credentials` tab, select the appropriate " ":guilabel:`API Endpoint` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:58 msgid "" "Shopee offers several API endpoints for production and testing. Selecting " "the correct endpoint is crucial for successful integration. Choose the " "endpoint that corresponds to your marketplace location." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:62 msgid "" ":guilabel:`Shopee Production Endpoint (Singapore)`: This is the primary " "endpoint for sellers in most APAC countries. Select this option unless you " "are specifically operating within mainland China or Brazil." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:65 msgid "" ":guilabel:`Shopee Production Endpoint (China)`: This endpoint is exclusively" " for sellers operating within mainland China. It is designed to comply with " "local regulations and business practices." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:68 msgid "" ":guilabel:`Shopee Production Endpoint (Brazil)`: This endpoint is dedicated " "to sellers operating within Brazil. Select this option if your Shopee store " "is based in Brazil." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:70 msgid "" ":guilabel:`Shopee Testing Endpoint`: This endpoint is for development and " "testing purposes only. Use it to simulate interactions with the Shopee API " "without affecting your live data. **Do not use this endpoint for " "production.**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:73 msgid "" ":guilabel:`Shopee Testing Endpoint (China)`: Similar to the general testing" " endpoint, this one is specifically for testing integrations related to the " "China-specific production endpoint. **Do not use this endpoint for " "production.**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:77 msgid "" "After selecting the correct API Endpoint in the :guilabel:`Credentials` " "form, input your Open Shopee :guilabel:`Partner ID` and :guilabel:`Partner " "Key` in the corresponding fields. Then click :guilabel:`Save And Authorize`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:82 msgid "" "You'll need your Open Shopee :guilabel:`Partner ID` and :guilabel:`Partner " "Key` to complete this step. Here's how to find them in the Shopee Open " "Platform:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:85 msgid "" "**Log in to the Shopee Open Platform:** `Log in `_" " with the credentials you used to register your Open Shopee account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:87 msgid "" "**Navigate to App Management:** Go to the :guilabel:`App Management` " "section, then select :guilabel:`App List`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:89 msgid "" "**Select your app:** Choose the specific app you want to synchronize with " "Odoo (either your test app or your production app)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:91 msgid "" "**Find your credentials:** Within the app details, you'll find your Partner " "ID and Partner Key. These are the values you'll need to copy and paste into " "the corresponding fields in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:96 msgid "" "**Copy carefully:** Copy the Partner ID and Partner Key accurately, without " "any extra spaces or characters. These are case-sensitive." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:98 msgid "" "**Keep your key secure:** Your Partner Key is sensitive information. Do not " "share it with anyone. Treat it like a password." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:102 msgid "Authorization and account registration" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:104 msgid "" "After entering connecting the :ref:`Shoppe Seller account to Odoo " "`, the authorization process begins." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:108 msgid "Shopee seller account selection/login" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:110 msgid "" "Upon clicking :guilabel:`Save and Authorize`, Odoo redirects to the Shopee " "seller account selection page." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:113 msgid "" "**Already logged in:** If you are already logged in to a Shopee account, " "your email address or username will be displayed. Click on your account to " "proceed." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:115 msgid "" "**Not logged in:** If you are not logged in, you will be prompted to enter " "the credentials (email/username and password) of the Shopee seller account " "you wish to connect to Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:119 msgid "Granting access to Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:121 msgid "" "After selecting or logging into your Shopee seller account, you will be " "directed to the authorization (or consent) page. Here, confirm that you " "allow Shopee to grant Odoo access to your account and related data. This " "step is essential for the integration to function correctly." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:126 msgid "Account registration and Shopee shop creation" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:128 msgid "" "Upon confirming access, Shopee redirects you back to Odoo. An indicator " "appears, confirming that your Shopee account has been successfully " "registered." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:132 msgid "Post-synchronization configuration" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:134 msgid "" "After the redirection, you should perform the following steps within Odoo:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:136 msgid "" "**Rename the Shopee Account (Optional):** The newly created Shopee account " "in Odoo will likely have a default name. You can rename it to something more" " descriptive (e.g., the name of your Shopee shop) for easier management." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:139 msgid "" "**Set the Last Order Synchronization Date:** This setting determines the " "starting point for fetching orders from Shopee. Choose a date from which you" " want Odoo to retrieve past orders." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:141 msgid "" "**Configure Inventory Synchronization:** Decide whether you want to " "synchronize your product inventory between Odoo and Shopee. Enable the " ":guilabel:`Synchronize Inventory` option to automatically push stock updates" " from Odoo to Shopee. Disabling this option prevents automatic inventory " "updates." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:145 msgid "" "**Assign a Default Sales Team:** Assign a default sales team to your Shopee " "account in Odoo. This helps with reporting and order management." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:148 msgid "" "With the Shopee account successfully registered, the marketplaces available " "with this specific account can later be synchronized the exact same way, and" " listed under the :guilabel:`Shops` button." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:153 msgid "Shopee orders in Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:155 msgid "" "When a Shopee order is synchronized, only lines for items are created on the" " sales order in Odoo. Each one represents one for the product that was sold " "on Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst-1 msgid "Shopee synchronized sale order in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:161 msgid "" "Any necessary price reconciliation related to shipping or income versus fees" " can be managed later using Shopee's weekly / monthly financial reports, " "which can then be imported into the Odoo **Accounting** app." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:165 msgid "" "The selection of a database product for a sales order item is done by " "matching its :guilabel:`Internal Reference` (a customizable product " "reference identifier in Odoo, like `FURN001`) with the Shopee *SKU*." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:169 msgid "" "If no database product with a matching internal reference is found for a " "given :guilabel:`Shopee SKU`, then a default database product, *Shopee " "Item*." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:173 msgid "" "To modify default products, activate the :ref:`developer mode `, and navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. In the :guilabel:`Connectors` section, under :guilabel:`Shopee " "Sync`, find the :guilabel:`Default Products`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:180 msgid "" "To allow for tax reporting of Shopee sales with Odoo, the taxes applied to " "the sales order items are those set on the product, or determined by the " ":doc:`fiscal position <../../../finance/fiscal_localizations>`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:184 msgid "" "Make sure to have the correct taxes set on your products in Odoo, or have it" " done by a fiscal position, to avoid discrepancies in the subtotals between " "*Shopee Seller Central* and Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:188 msgid "" "As shopee does not necessarily apply the same taxes as those configured in " "Odoo, it may happen that order totals differ by a few cents between Odoo and" " *Shopee Seller Central*. Those differences can be resolved with a write-off" " when reconciling the payments in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:197 msgid "To add a new marketplace, follow these steps:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:199 msgid "" "**Navigate to Shopee Accounts:** Go to :menuselection:`Sales --> " "Configuration --> Accounts`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:200 msgid "" "**Create a New Shopee Account:** Click :guilabel:`New` to create a new " "Shopee marketplace account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:202 msgid "" "**Select the API Endpoint:** Choose the appropriate API endpoint for your " "local market. (Typically, this will be :guilabel:`Shopee Production Endpoint" " (Singapore)` unless you are operating in mainland China or Brazil. Refer to" " the documentation for details on endpoint selection)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:206 msgid "" "**Enter Credentials:** Your :guilabel:`Partner ID` and :guilabel:`Partner " "Key` are the same as those linked to your unique Open Shopee account. Enter " "these values in the corresponding fields." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:208 msgid "" "**Name Your Shop:** Give the new shop a descriptive name (e.g., `Shopee " "Philippines`) to identify it later." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:210 msgid "" "**Assign a Sales Team:** Assign a relevant sales team (e.g., `Shopee Sales " "Philippines`) to enable advanced reporting capabilities." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:212 msgid "" "**Synchronize Your Account:** If none of your existing marketplaces are " "listed, click :guilabel:`Log in with another account` to synchronize a new " "one. This will initiate the Shopee authorization process." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:217 msgid "Automatic synchronization" msgstr "Synchronisation automatique" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:219 msgid "" "Newly added marketplaces are automatically added to the list of synchronized" " marketplaces. If a new marketplace does *not* appear in the list after " "synchronization, it indicates that the marketplace is either incompatible " "with the Shopee Open Platform or unavailable for your specific seller " "account. Consult the Shopee Open Platform documentation or contact their " "support for further assistance." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:226 msgid "" "While Odoo allows creating the same Shopee shop multiple times, only one " "instance will function due to token limitations. To avoid order management " "issues, synchronize each shop only once. For connection updates, manually " "fetch orders first before re-establishing the connection." msgstr "" #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Abonnements" #: ../../content/applications/sales/subscriptions.rst:7 msgid "" "Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new " "contracts `, :doc:`upsell customers " "`, keep the churn under " "control, and :doc:`generate reports " "` on the main :abbr:`KPIs (Key " "Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, " ":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc." msgstr "" "Odoo *Abonnements* est utilisé pour gérer des activités récurrentes : " ":ref:`vendre de nouveaux contrats `, " ":doc:`réaliser de la vente incitative " "`, maîtriser le taux " "d'attrition et :doc:`générer des rapports " "` sur les principaux :abbr:`KPIs " "(Key Performance Indicators)` : :abbr:`MRR (Revenu mensuel récurrent)`, " ":abbr:`ARR (Revenu annuel récurrent)`, rétention, attrition, etc." #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "" "`Tutoriels Odoo : Abonnements " "`_" #: ../../content/applications/sales/subscriptions.rst:16 msgid ":doc:`/applications/sales/subscriptions/products`" msgstr ":doc:`/applications/sales/subscriptions/products`" #: ../../content/applications/sales/subscriptions.rst:17 msgid ":doc:`/applications/sales/subscriptions/ecommerce`" msgstr ":doc:`/applications/sales/subscriptions/ecommerce`" #: ../../content/applications/sales/subscriptions.rst:18 msgid ":doc:`/applications/sales/subscriptions/plans`" msgstr ":doc:`/applications/sales/subscriptions/plans`" #: ../../content/applications/sales/subscriptions.rst:19 msgid ":doc:`/applications/sales/subscriptions/upselling`" msgstr ":doc:`/applications/sales/subscriptions/upselling`" #: ../../content/applications/sales/subscriptions.rst:20 msgid ":doc:`/applications/sales/subscriptions/renewals`" msgstr ":doc:`/applications/sales/subscriptions/renewals`" #: ../../content/applications/sales/subscriptions.rst:21 msgid ":doc:`/applications/sales/subscriptions/closing`" msgstr ":doc:`/applications/sales/subscriptions/closing`" #: ../../content/applications/sales/subscriptions.rst:22 msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`" msgstr ":doc:`/applications/sales/subscriptions/automatic_alerts`" #: ../../content/applications/sales/subscriptions.rst:23 msgid ":doc:`/applications/sales/subscriptions/scheduled_actions`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:24 msgid ":doc:`/applications/sales/subscriptions/reports`" msgstr ":doc:`/applications/sales/subscriptions/reports`" #: ../../content/applications/sales/subscriptions.rst:29 msgid "Subscription quotations" msgstr "Devis d'abonnement" #: ../../content/applications/sales/subscriptions.rst:32 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "" "Les commandes avec une récurrence définie se transforment en abonnements." #: ../../content/applications/sales/subscriptions.rst:34 msgid "" "To create a new subscription, click on :guilabel:`New` from the " "*Subscription* or the :doc:`Sales ` app. You can " "either:" msgstr "" "Pour créer un nouvel abonnement, cliquez sur :guilabel:`Nouveau` à partir de" " l'*abonnement* ou l'application :doc:`Ventes `. Vous " "pouvez soit :" #: ../../content/applications/sales/subscriptions.rst:37 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" "Sélectionner un :doc:`plan d'abonnement " "` pour préremplir le devis " "instantanément, ou" #: ../../content/applications/sales/subscriptions.rst:39 msgid "" "Fill out the quotation normally, making sure to select a recurrence and an " "end date if necessary and adding :doc:`recurrent products " "`." msgstr "" "Compléter le devis normalement, veillant à sélectionner une récurrence et " "une date de fin si nécessaire et à ajouter des :doc:`produits récurrents " "`." #: ../../content/applications/sales/subscriptions.rst:43 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" "Vous pouvez définir des adresses de facturation et de livraison différentes " "en activant la fonctionnalité :doc:`Adresses du client " "`." #: ../../content/applications/sales/subscriptions.rst:49 msgid "Confirmation" msgstr "Confirmation" #: ../../content/applications/sales/subscriptions.rst:51 msgid "" "Send the quotation to the customer for confirmation by clicking on " ":guilabel:`Send by email`, or confirm it immediately by clicking on " ":guilabel:`Confirm`." msgstr "" "Envoyez le devis au client pour confirmation en cliquant sur " ":guilabel:`Envoyer par email` ou confirmez-le immédiatement en cliquant sur " ":guilabel:`Confirmer`." #: ../../content/applications/sales/subscriptions.rst:55 msgid "" "Click on :guilabel:`Customer Preview` to preview the customer portal where " "the customer can view their quotation, sign and pay it, and communicate with" " you." msgstr "" "Cliquez sur :guilabel:`Aperçu client` pour afficher un aperçu du portail " "client où le client peut voir son devis, le signer, le payer et le " "communiquer avec vous." #: ../../content/applications/sales/subscriptions.rst:61 msgid "Automatic payments" msgstr "Paiements automatiques" #: ../../content/applications/sales/subscriptions.rst:63 msgid "" "You can require the customer to set an automatic payment method and pre-pay " "the subscription's first occurrence before they can confirm their quotation." " To do so, go to the :guilabel:`Other Info` tab of the quotation and check " "the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field." msgstr "" "Vous pouvez demander au client de définir un mode de paiement automatique et" " payer à l'avance la première occurrence de l'abonnement avant de pouvoir " "confirmer son devis. Pour ce faire, allez à l'onglet :guilabel:`Autres " "informations` du devis et cochez l'option :guilabel:`Paiement` dans le champ" " :guilabel:`Confirmation en ligne`." #: ../../content/applications/sales/subscriptions.rst:68 msgid "" "If you leave :guilabel:`Payment` unchecked, the customer doesn't have to " "pre-pay to start the subscription. This means that the payment is not " "automatic and that the customer must pay each invoice manually." msgstr "" "Si vous ne cochez pas l'option :guilabel:`Paiement`, le client ne doit pas " "payer à l'avance pour démarrer l'abonnement. Cela signifie que le paiement " "n'est pas automatique et que le client doit payer chaque facture " "manuellement." #: ../../content/applications/sales/subscriptions.rst:73 msgid "" "If the online confirmation requires a pre-payment, your customer can select " "only the :ref:`payment providers ` " "that have the :ref:`tokenization feature `. " "This ensures that the customer is automatically charged at each new period." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automation rules" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5 msgid "" "With subscriptions up-and-running, it is important to stay up-to-date with " "customers. It is efficient to use automation to avoid having to manually go " "through the list of subscribers to see how things are going. That is where " "Odoo's *automation rules* feature comes into play." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9 msgid "" "The Odoo *Subscriptions* application allows users to set up automatic " "emails, create tasks for salespeople, and even send satisfaction surveys for" " subscribers to evaluate their experience." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13 msgid "Create automation rules" msgstr "Créez des règles d'automatisation" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:15 msgid "" "To create an automated rule, start by navigating to " ":menuselection:`Subscriptions app --> Configuration --> Automation Rules`. " "This is where all the automation rules for subscriptions can be found." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:19 msgid "" "The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, " ":guilabel:`Action To Do`, what the automated rule will :guilabel:`Trigger " "On`, and the :guilabel:`Company` to which the rule applies." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:23 msgid "" "To view or modify any existing automation rule, simply click the desired " "rule from this page." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:26 msgid "" "When modifying an existing automation rule, Odoo \"grays-out\" the " ":guilabel:`Action` section of the form, and provides the following warning: " "*Action data can not be updated to avoid unexpected behaviors. Create a new " "action instead.*" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30 msgid "To create a new automation rule, click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "The Automation Rules page in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:36 msgid "" "Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form " "with numerous fields to configure." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "A sample Automation Rules form in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44 msgid "Automation rule form fields" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46 msgid ":guilabel:`Action Name`: title of the automated action rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49 msgid "Apply On section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:51 msgid "" "The :guilabel:`Apply On` section dictates which subscription " "orders/customers this automated action applies to." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54 msgid "" ":guilabel:`MRR Between`: designate a range of monthly recurring revenue to " "target." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55 msgid "" ":guilabel:`MRR Change More`: designate a change of monthly recurring revenue" " to target, in either percentage or unit of currency." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:57 msgid "" ":guilabel:`Over`: choose a period of time over which the designated KPIs " "(Key Performance Indicators) are calculated." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:59 msgid "" ":guilabel:`Rating Satisfaction`: designate satisfaction as " ":guilabel:`greater than` or :guilabel:`less than` a percentage." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:61 msgid "" ":guilabel:`Status`: select the status of the subscriptions to be included in" " this automation rule. The options are: :guilabel:`Quotation`, " ":guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and " ":guilabel:`Cancelled`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:64 msgid "" ":guilabel:`Stage goes from`: designate when the automation rule should be " "activated using two fields that represent two different stages of the " "subscription." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66 msgid "" ":guilabel:`Subscription Plans`: choose specific subscription plans to target" " with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 msgid "" ":guilabel:`Products`: select specific product(s) to target with the " "automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69 msgid "" ":guilabel:`Customers`: select specific customer(s) to target with the " "automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70 msgid "" ":guilabel:`Company`: in a multi-company environment, select a specific " "company's subscription data to target with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:72 msgid "" ":guilabel:`Sales Team`: select the data of specific sales team(s) to target " "with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76 msgid "" "If any field is left blank, the rule applies to every subscription without " "that specific designation." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:80 msgid "" "The number of subscriptions that match the configured criteria of the " "customized automation rule are displayed at the bottom of the " ":guilabel:`Apply On` field." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 msgid "" "If that green subscriptions link is clicked, Odoo reveals a separate page " "showcasing all the subscriptions that meet that automation rule's criteria." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87 msgid "Action section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89 msgid "" "The :guilabel:`Action` section dictates what action occurs when an automated" " rule is triggered." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91 msgid "" "In the :guilabel:`Action To Do` field, choose the action that will occur " "once the automated rule is triggered. When clicked, the following options " "become available on a drop-down menu:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:94 msgid "" ":guilabel:`Create next activity`: creates the next activity to occur, which " "is configured in the :guilabel:`Activity` section that appears at the bottom" " of the automation rule form." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:96 msgid "" ":guilabel:`Send an email to the customer`: sends an email to the customer(s)" " who fit the specified criteria of the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:98 msgid "" ":guilabel:`Send an SMS Text Message to the customer`: sends an SMS message " "to the customer(s) who fit the specified criteria of the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100 msgid "" ":guilabel:`Set Contract Health value`: set the health value of the " "subscription contract." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:102 msgid "" "If :guilabel:`Send an email to the customer` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:105 msgid "" ":guilabel:`Email Template`: create (and edit) a new email template *or* " "select from a list of pre-configured email templates to send to the " "customer(s)." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:108 msgid "" "If :guilabel:`Send an SMS Text Message to the customer` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:111 msgid "" ":guilabel:`SMS Template`: create (and edit) a new SMS template *or* select " "from a list of pre-configured SMS templates to send to the customer(s)." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:114 msgid "" "If :guilabel:`Set Contract Health value` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:117 msgid "" ":guilabel:`Health`: designate the health of the subscription by choosing one" " of the following options: :guilabel:`Neutral`, :guilabel:`Good`, or " ":guilabel:`Bad`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:120 msgid "" "In the :guilabel:`Trigger On` field, decide whether the automated rule " "should be triggered on a :guilabel:`Modification` or :guilabel:`Timed " "Condition`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:124 msgid "" "A :guilabel:`Trigger Now` button appears at the top of the automation rule " "form *only* when a trigger has been configured for the rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:128 msgid "" "When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the " "action on *all* linked subscriptions, regardless of possible timed " "conditions." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:132 msgid "" "Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or " "tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit " ":doc:`../../essentials/in_app_purchase`. For more information on sending SMS" " messages, visit :doc:`../../marketing/sms_marketing`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:137 msgid "" "If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` " "field, the following fields appear:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:140 msgid "" ":guilabel:`Trigger Date`: represents when the condition should be triggered." " If left blank, the action is created upon subscription creation *and* " "updates." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:142 msgid "" ":guilabel:`Delay After Trigger`: select a delayed amount of time " "(:guilabel:`Minutes`, :guilabel:`Hours`, :guilabel:`Days`, or " ":guilabel:`Months`) for Odoo to wait before triggering the configured " "action. If a negative number is entered, the \"delay\" will occur *before* " "the :guilabel:`Trigger Date`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148 msgid "Activity section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:150 msgid "" "If :guilabel:`Create next activity` is selected in the :guilabel:`Action To " "Do` field, an :guilabel:`Activity` section appears at the bottom of the " ":guilabel:`Automation Rules` form." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:153 msgid "" ":guilabel:`Activity Type`: select an pre-configured activity type from the " "drop-down menu." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:154 msgid ":guilabel:`Title`: enter a custom title for the chosen activity." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155 msgid "" ":guilabel:`Note`: leave a note for the employee to whom the activity is " "assigned." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:156 msgid "" ":guilabel:`Due Date In`: enter an amount of days within which the activity " "should be completed." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:157 msgid "" ":guilabel:`Assign To`: choose to assign the specified activity to either: " ":guilabel:`Subscription Salesperson`, :guilabel:`Sales Team Leader`, or " ":guilabel:`Specific Users`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:161 msgid "" "If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` " "option, a new :guilabel:`Specific Users` field appears beneath it, where a " "specific employee(s) can be chosen as the assignee(s) for the configured " "activity." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166 #: ../../content/applications/sales/subscriptions/closing.rst:105 #: ../../content/applications/sales/subscriptions/renewals.rst:128 #: ../../content/applications/sales/subscriptions/reports.rst:403 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:186 #: ../../content/applications/sales/subscriptions/upselling.rst:107 msgid ":doc:`../subscriptions`" msgstr ":doc:`../subscriptions`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167 #: ../../content/applications/sales/subscriptions/closing.rst:106 #: ../../content/applications/sales/subscriptions/renewals.rst:129 #: ../../content/applications/sales/subscriptions/reports.rst:404 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:187 #: ../../content/applications/sales/subscriptions/upselling.rst:108 msgid ":doc:`plans`" msgstr ":doc:`plans`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:168 #: ../../content/applications/sales/subscriptions/closing.rst:107 #: ../../content/applications/sales/subscriptions/renewals.rst:130 #: ../../content/applications/sales/subscriptions/reports.rst:405 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:188 #: ../../content/applications/sales/subscriptions/upselling.rst:109 msgid ":doc:`products`" msgstr ":doc:`products`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:169 msgid ":doc:`../../essentials/in_app_purchase`" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:5 msgid "" "Odoo *Subscriptions* provides flexibility for businesses to decide whether " "customers can self-manage their subscriptions, or restrict that ability " "entirely." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:11 msgid "" "Start by navigating to :menuselection:`Subscriptions app --> Configuration " "--> Recurring Plans`. From there, either create a new plan by clicking " ":guilabel:`New` or select an existing one to modify it." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:15 msgid "" "Once on the :guilabel:`Recurring Plans` form, enable the " ":guilabel:`Closable` option, in the :guilabel:`Self-Service` section, to " "allow customers to close their own subscriptions using the customer portal." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "The Closable option on a recurring plan form in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:24 msgid ":doc:`Configure recurring plans `" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:27 msgid "Close a subscription" msgstr "Résilier un abonnement" #: ../../content/applications/sales/subscriptions/closing.rst:30 msgid "Administrator view" msgstr "Vue administrateur" #: ../../content/applications/sales/subscriptions/closing.rst:32 msgid "" "After a quotation for a subscription product has been confirmed, it becomes " "a sales order, and the subscription status changes to :guilabel:`In " "Progress`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:35 msgid "" "At that point, the ability to close the subscription becomes available, via " "the :guilabel:`Close` button at the top of the subscription order, near the " "row that contains :guilabel:`In Progress` and other stages. This option is " "also available after the order has been invoiced and the payment has been " "registered." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription from an administration point of view with Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:44 msgid "" "Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` " "pop-up window to appear, allowing administrators to input the reason for " "closing the subscription, or choose from the drop-down menu of options in " "the :guilabel:`Reason` field." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The Close Reason pop-up when the Close button is clicked in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "" "When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit`" " button." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:54 msgid "" "Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window " "updates the subscription sales order to show :guilabel:`Churned` status tag," " along with the specified :guilabel:`Close Reason`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "A churned sales order for a closed subscription in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:62 msgid "" "That same close reason can be found in the *Chatter* of the sales order, as " "well." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The chatter of a churned sales order for a closed subscription in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:69 msgid "Customer view" msgstr "Vue client" #: ../../content/applications/sales/subscriptions/closing.rst:72 msgid "" "As an administrator, the ability to visualize what customers see when " "managing their subscriptions is accessible via the :guilabel:`Preview` " "button, located at the top of the subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:76 msgid "" "From the customer's point of view, in the customer portal, the " ":guilabel:`Close Subscription` button is located on the left side of the " "sales order." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription button on a customer's view of a sales order in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:83 msgid "" "When the customer clicks the :guilabel:`Close Subscription` button, a " ":guilabel:`Close Subscription` pop-up window appears, in which the customer " "has to choose from a select list of reasons why they are choosing to close " "the subscription." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The close subscription pop-up window customers see when closing a " "subscription." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:92 msgid "" "Customers can *only* chose a pre-configured reason why the subscription is " "being closed. They can *not* enter a custom reason from the customer portal." " These selections can be adjusted by navigating to " ":menuselection:`Subscriptions --> Configuration --> Close Reasons`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:96 msgid "" "Once the customer has chosen a close reason, they would click the " ":guilabel:`Submit` button on the pop-up window." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:99 msgid "" "Upon closure, the subscription order in the customer portal is tagged as " ":guilabel:`Closed`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:101 msgid "" "In addition, the specified :guilabel:`Close Reason` appears on the " "subscription order in the *Subscriptions* app in the backend " "(Administrator's view)." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Subscriptions in the eCommerce shop" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:5 msgid "" "Subscription products can be sold in the Odoo *eCommerce* shop just like " "regular sales products." msgstr "" "Les produits d'abonnement peuvent être vendus dans la boutique *eCommerce* " "d'Odoo, tout comme les produits de vente ordinaires." #: ../../content/applications/sales/subscriptions/ecommerce.rst:8 msgid "" ":doc:`Configure subscription products " "`" msgstr "" ":doc:`Configurer des produits d'abonnement " "`" #: ../../content/applications/sales/subscriptions/ecommerce.rst:11 msgid "Selling eCommerce subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:13 msgid "" ":doc:`Configure the subscription product ` as a regular recurring" " sales product. To start selling the subscription in the eCommerce shop, " "click the :guilabel:`Go to Website` smart button to navigate to the product " "page." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" "From here, review the subscription product and its recurring periods. Then, " "toggle the switch in the upper-right corner from :guilabel:`Unpublished` to " ":guilabel:`Published`." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "" "The new subscription product is now available to purchase on the eCommerce " "website, with options for the different recurring periods." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "Subscription product on eCommerce website." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:3 msgid "Wire transfer" msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:5 msgid "" "The *wire transfer* payment method allows for payment instructions to be " "shared with a customer after purchasing a product. With a subscription, " "these payment instructions are shared every time the payment is renewed." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:10 msgid "" "The wire transfer payment method requires minimal setup, but in most cases, " "it is inefficient compared to other online payment providers. It is " "recommended to use another payment provider with subscriptions, due to wire " "transfers requiring manual confirmation for each payment." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:19 msgid "" "To use the wire transfer payment method, first ensure the *Wire Transfer* " "payment method is enabled." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:21 msgid "" "To do so, begin by navigating to the *Payment Providers* page in either the " "**Accounting**, **Website**, or **Sales** apps." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:24 msgid "" "For example, navigate to :menuselection:`Accounting app --> Configuration " "--> Online Payments: Payment Providers`, then click the :guilabel:`Wire " "Transfer` card." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:28 msgid "" "If the **Accounting** app is not installed, the *Payment Providers* page can" " also be reached by navigating to :menuselection:`Website app --> " "Configuration --> eCommerce: Payment Providers`, or :menuselection:`Sales " "app --> Configuration --> Online Payments: Payment Providers`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:32 msgid "" "Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable wire " "transfers. Use the drop-down menus next to the :guilabel:`Company` and " ":guilabel:`Website` fields to set where wire transfers can be used." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:36 msgid "" "The options in the :guilabel:`Configuration` tab can be used to customize " "the wire transfer. Optionally tick the checkbox next to :guilabel:`Enable QR" " Codes` to enable the use of QR codes when paying by wire transfer, if " "desired." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:40 msgid "" "Use the drop-down menu next to the :guilabel:`Communication` field to select" " the communication type used on sales orders. Choose :guilabel:`Based on " "Document Reference` to use the sales order (or invoice number), or " ":guilabel:`Based on Customer ID` to use the customer identifier. With either" " method selected, communication is given to the customer, once they choose " "the wire transfer payment method." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:46 msgid "" "The configuration options listed under the :guilabel:`Availability` section " "are used to set payment restrictions, and are optional. Use the " ":guilabel:`Maximum Amount` field to set a maximum payment value, the " ":guilabel:`Currencies` field to restrict any currencies from being used for " "payment, and the :guilabel:`Countries` field to restrict payment from any " "particular countries, if desired." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:51 msgid "" "In the :guilabel:`Messages` tab, use the :guilabel:`Pending Message` field " "to add a message containing wire transfer information. This message is " "displayed to the customer after confirming their order, as well as if the " "order is marked as pending after the payment is processed." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:55 msgid "" "If :doc:`a bank account <../../../finance/accounting/bank>` has already been" " defined, the account number is automatically added to the default message " "generated by Odoo. A bank account can also be added afterwards, and the " "message updates with the appropriate bank information by clicking :icon:`fa-" "refresh` :guilabel:`Reload pending message`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:60 msgid "" "Once all necessary configuration settings are complete, the :icon:`fa-eye-" "slash` :guilabel:`Unpublished` smart button located at the top of the page " "automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the " "wire transfer payment option is now visible to customers. Only keep the " "payment method published if payments are ready to be received." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:66 msgid "" "It is possible to keep the payment method enabled, but **not** visible to " "customers, until payments are ready to be received. To do that, set the " "smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting " "the :guilabel:`State` to :guilabel:`Enabled`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The wire transfer card enabled and published." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:75 msgid "Test mode" msgstr "Mode test" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:77 msgid "" "The wire transfer payment method can be tested before it is accessed by " "customers by selecting the :guilabel:`Test Mode` option in the " ":guilabel:`State` field on the form. Upon selecting :guilabel:`Test Mode`, " "an orange :guilabel:`Test mode` banner appears in the upper-right corner of " "the form." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:82 msgid "" "Next, enter the credentials for a bank account with accessible transactions " "in the :guilabel:`Messages` tab. To re-enable normal function after testing," " change the :guilabel:`State` setting to :guilabel:`Enabled`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:87 msgid "" "By default, the payment provider remains :guilabel:`Unpublished` in " ":guilabel:`Test Mode`, so it is not visible to visitors." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:91 msgid "" "It is recommended to use the :guilabel:`Test Mode` setting on a duplicate " "(or test) database to avoid potential issues with invoice numbering." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:97 msgid "Pay by wire transfer" msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:99 msgid "" "With wire transfers :ref:`enabled and published `, customers see wire transfers as an available " "payment method at checkout when purchasing a product." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:102 msgid "" "When this method is selected by a customer, they are shown the *Pending " "Message* set in the :ref:`wire transfer configuration page " "`, after confirming their " "purchase. Once the purchase is confirmed, a sales order is created." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The wire transfer pending message shown to customers." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:111 msgid "" "Online orders remain in the *Quotation sent* (i.e. unpaid order) stage until" " both the payment is received, *and* the order is confirmed manually, using " "the :guilabel:`Confirm` button on the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:115 msgid "" "To begin processing the payment, navigate to :menuselection:`Sales app --> " "Orders --> Orders`, and click the corresponding sales order. Ensure the " "sales order is correct, then click :guilabel:`Confirm` to confirm the sales " "order." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:119 msgid "" "Next, click the new :guilabel:`Create Invoice` button, then choose " ":guilabel:`Regular invoice`, and click :guilabel:`Create Draft Invoice`. A " "draft of the invoice appears. Click :guilabel:`Confirm` to validate the " "invoice." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:123 msgid "" "To send this invoice to the customer, click the :guilabel:`Send & Print` " "button. A :guilabel:`Send` pop-up window appears, with an email template " "configured, and a PDF invoice attached." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:126 msgid "" "Ensure the information is correct, then click :guilabel:`Send & Print`. The " "pop-up window disappears, and the :guilabel:`Send & Print` button turns gray" " to show the invoice has been sent." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:130 msgid "" "The default template for sending an invoice can be modified by navigating to" " :menuselection:`Settings app --> Companies --> Email Templates --> Review " "All Templates --> Invoice: Sending`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:134 msgid "" "Next, click the :guilabel:`Register payment` button on the invoice page. A " "pop-up window titled, :guilabel:`Register Payment`, appears with options for" " selecting the type of payment. In the :guilabel:`Journal` field, select " ":guilabel:`Bank` from the drop-down menu. Next, set the :guilabel:`Payment " "Method` to :guilabel:`Manual`. Ensure the :guilabel:`Amount` and " ":guilabel:`Payment Date` are correct, then click the :guilabel:`Create " "Payment` button." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The register payment pop-up window." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:144 msgid "" "The customer invoice is revealed with a green :guilabel:`In Payment` banner " "in the upper-right corner. At this point, the flow is now complete." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The green in payment banner displayed on the invoice." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:152 msgid "" "If payment has been received before sending the invoice, such as in cash, " "the payment can still be registered in Odoo by clicking the " ":guilabel:`Register Payment` button, and creating the payment *before* " "clicking :guilabel:`Send & Print`. Now, when an invoice is sent using the " ":guilabel:`Send & Print` button, a new line is automatically added to the " "invoice message, stating the invoice is already paid." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "Plans d'abonnement" #: ../../content/applications/sales/subscriptions/plans.rst:5 msgid "" "*Subscription plans* are :doc:`quotation templates " "` used to " "preconfigure quotations with subscription products. Use subscription plans " "to quickly create subscription orders." msgstr "" "Les *plans d'abonnement* sont des :doc:`modèles de devis " "` utilisés pour " "préconfigurer des devis avec des produits d'abonnement. Utilisez des plans " "d'abonnement pour rapidement créer des commandes d'abonnement." #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "Configurer des plans d'abonnement" #: ../../content/applications/sales/subscriptions/plans.rst:12 msgid "" "To configure subscription plans, go to :menuselection:`Subscriptions --> " "Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, " "or select an existing plan to edit it." msgstr "" "Pour configurer les plans d'abonnement, allez à :menuselection:`Abonnements " "--> Configuration --> Plans`. Cliquez ensuite sur :guilabel:`Nouveau` pour " "créer un nouveau plan ou sélectionnez un plan existant pour l'modifier." #: ../../content/applications/sales/subscriptions/plans.rst:15 msgid "" "Since the Odoo *Subscriptions* app is integrated closely with the *Sales* " "app, subscription plans use the same form as quotation templates." msgstr "" "Puisque l'application *Abonnements* d'Odoo est étroitement intégrée à " "l'application *Ventes*, les plans d'abonnement sont basés sur le même " "formulaire que les modèles de devis." #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "" "Formulaire de configuration des plans d'abonnement (des modèles de devis)" #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "Le formulaire de plan d'abonnement contient les options suivantes :" #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid "" ":guilabel:`Name`: Enter a name for the subscription plan at the top of the " "page." msgstr "" ":guilabel:`Nom` : Donnez un nom au plan d'abonnement en haut de la page." #: ../../content/applications/sales/subscriptions/plans.rst:25 msgid "" ":guilabel:`Quotation expires after`: Enter the number of days after which " "the quotation expires, starting from the day the quotation is sent to the " "customer. Leave this field at zero for the quotation to never expire." msgstr "" ":guilabel:`Le devis expire après` : Saisissez le nombre de jours après " "lesquels le devis expire, à partir du jour auquel le devis est envoyé au " "client. Laissez ce champ à zéro pour que le devis n'expire jamais." #: ../../content/applications/sales/subscriptions/plans.rst:28 msgid "" ":guilabel:`Online Confirmation`: Check the boxes next to " ":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to " "confirm their subscription order by signing or paying for the quotation. " "Enable both to leave the choice to the customer. Enable neither to only " "confirm the quotation in the backend." msgstr "" ":guilabel:`Confirmation en ligne` : Cochez les cases à côté de " ":guilabel:`Signature` ou :guilabel:`Paiement` pour permettre au client de " "confirmer leur commande d'abonnement en signant ou en payant le devis. " "Activez les deux options pour laisser le choix au client. Activez aucune " "option pour uniquement confirmer le devis dans le backend." #: ../../content/applications/sales/subscriptions/plans.rst:32 msgid "" ":guilabel:`Confirmation Mail`: Select an :doc:`email template " "` for the confirmation email" " that is automatically sent to the customer after the quotation is " "confirmed. Leave this field blank to send nothing." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:37 msgid "" "To create a new email template, enter a name for the template, then click " ":guilabel:`Create and edit`." msgstr "" "Pour créer un nouveau modèle d'email, donnez un nom au modèle et cliquez sur" " :guilabel:`Créer et modifier`." #: ../../content/applications/sales/subscriptions/plans.rst:39 msgid "" "To edit an existing email template, select one from the drop-down menu, then" " click on the :guilabel:`Internal link` arrow at the end of the line." msgstr "" "Pour modifier un modèle d'email existant, sélectionnez-en un dans le menu " "déroulant et cliquez sur la flèche du :guilabel:`lien interne` à la fin de " "la ligne." #: ../../content/applications/sales/subscriptions/plans.rst:42 msgid "" ":guilabel:`Recurrence`: Select the recurrence period used for the plan. The " "recurrence periods available here are the same ones that are configured in " ":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`." msgstr "" ":guilabel:`Récurrence` : Sélectionnez la période de récurrence utilisée pour" " le plan. Les périodes de récurrence disponibles sont les mêmes que celles " "qui sont configurées dans :menuselection:`Abonnements --> Configuration --> " "Périodes de récurrence`." #: ../../content/applications/sales/subscriptions/plans.rst:46 msgid "" "Selecting a :guilabel:`Recurrence` turns the quotation template into a " "subscription plan and enables the following additional options:" msgstr "" "La sélection d'une :guilabel:`Récurrence` transforme le modèle de devis en " "un plan d'abonnement et active les options supplémentaires suivantes :" #: ../../content/applications/sales/subscriptions/plans.rst:49 msgid "" ":guilabel:`Duration`: Choose whether the subscription plan has no end date " "(:guilabel:`Forever`) or a :guilabel:`Fixed` duration." msgstr "" ":guilabel:`Durée` : Choisissez si le plan d'abonnement n'a pas de date de " "fin (:guilabel:`Pour toujours`) ou une durée :guilabel:`Fixe`." #: ../../content/applications/sales/subscriptions/plans.rst:52 msgid "" "If the duration is :guilabel:`Forever`, then the subscription plan will " "continually renew until either the customer or the company manually ends the" " subscription." msgstr "" "Si la durée est définie sur :guilabel:`Pour toujours`, le plan d'abonnement " "sera renouvelé en permanence jusqu'à ce que soit le client, soit " "l'entreprise mette manuellement fin à l'abonnement." #: ../../content/applications/sales/subscriptions/plans.rst:54 msgid "" "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` " "date, which determines the amount of time after which the subscription will " "automatically end." msgstr "" "Si la durée est :guilabel:`fixe`, choisissez une date à côté de " ":guilabel:`Résilier après`, qui détermine le nombre de jours après lesquels " "l'abonnement sera automatiquement résilié." #: ../../content/applications/sales/subscriptions/plans.rst:57 msgid "" ":guilabel:`Self Closable`: Check this box to enable the customer to " "terminate their subscription from the :doc:`customer portal " "`." msgstr "" ":guilabel:`Auto-résiliable` : Cochez cette case pour permettre au client de " "résilier lui-même son abonnement à partir du :doc:`portail client " "`." #: ../../content/applications/sales/subscriptions/plans.rst:60 msgid "" ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*" " subscriptions *past* the due date are automatically closed." msgstr "" ":guilabel:`Résiliation automatique` : Saisissez le nombre de jours après " "lesquels les abonnements *impayés* dont la date d'échéance est *dépassée* " "sont automatiquement résiliés." #: ../../content/applications/sales/subscriptions/plans.rst:62 msgid "" ":guilabel:`Invoicing Journal`: Select the accounting journal in which " "invoices for this subscription plan are recorded. Leave this field blank to " "use the sales journal with the lowest sequence." msgstr "" ":guilabel:`Journal de facturation` : Sélectionnez le journal comptable dans " "lequel les factures relatives à ce plan d'abonnement sont enregistrées. " "Laissez ce champ vide pour utiliser le journal des ventes avec la séquence " "la plus basse." #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "Un plan d'abonnement avec la récurrence sélectionnée." #: ../../content/applications/sales/subscriptions/plans.rst:70 msgid "" "In the :guilabel:`Lines` tab, create the order lines for the quotation. " "Click :guilabel:`Add a product`, select a product to include in the plan, " "and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add" " as many products as desired to the order lines." msgstr "" "Dans l'onglet :guilabel:`Lignes`, créez les lignes de commande pour le " "devis. Cliquez sur :guilabel:`Ajouter un produit`, sélectionnez un produit à" " inclure dans le plan et saisissez ensuite la :guilabel:`Quantité` et " "l':guilabel:`Unité de mesure`. Ajoutez autant de produits que vous le " "souhaitez aux lignes de commande." #: ../../content/applications/sales/subscriptions/plans.rst:74 msgid "" "In the :guilabel:`Optional Products` tab, enter any optional products that " "the customer can add to their quotation before confirming the order." msgstr "" "Dans l'onglet :guilabel:`Produits optionnels`, saisissez tous les produits " "optionnels que le client peut ajouter à leur devis avant de confirmer la " "commande." #: ../../content/applications/sales/subscriptions/plans.rst:77 msgid "" "If the subscription plan has unique :doc:`terms and conditions " "`, add " "them in the :guilabel:`Terms & Conditions` tab. If terms conditions are " "specified on a plan, these will be used instead of the default terms and " "conditions set up in the *Sales* app settings." msgstr "" "Si le plan d'abonnement a des :doc:`Conditions générales " "` " "uniques, ajoutez-les dans l'onglet :guilabel:`Conditions générales`. Si les " "conditions générales sont précisées sur un plan, celles-ci seront utilisées " "au lieu des conditions générales par défaut définies dans les paramètres de " "l'application *Ventes*." #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "L'onglet Conditions générales du plan d'abonnement." #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "Utiliser les plans d'abonnement sur les devis" #: ../../content/applications/sales/subscriptions/plans.rst:89 msgid "" "Quotations for subscription products can be created in both the " "*Subscriptions* app and the *Sales* app." msgstr "" "Les devis pour les produits d'abonnement peuvent être créés à la fois dans " "l'application *Abonnements* et l'application *Ventes*." #: ../../content/applications/sales/subscriptions/plans.rst:92 msgid "" "From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to " "create a new quotation. Then, select a subscription plan in the " ":guilabel:`Subscription Plan` field." msgstr "" "À partir du tableau de bord des :guilabel:`Abonnements`, cliquez sur " ":guilabel:`Nouveau` pour créer un nouveau devis. Sélectionnez ensuite un " "plan d'abonnement dans le champ :guilabel:`Plan d'abonnement`." #: ../../content/applications/sales/subscriptions/plans.rst:95 msgid "" "The :guilabel:`Recurrence`, products, and other information from the plan " "are automatically filled in. The quotation can then be modified further as " "needed." msgstr "" "La :guilabel:`Récurrence`, les produits et les autres informations du plan " "sont automatiquement complétés. Le devis peut ensuite être modifié à votre " "guise." #: ../../content/applications/sales/subscriptions/plans.rst:98 msgid "" "From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new " "quotation. Then, select a subscription plan in the :guilabel:`Quotation " "Template` field." msgstr "" "À partir du tableau de bord des :guilabel:`Ventes`, cliquez sur " ":guilabel:`Nouveau` pour créer un nouveau devis. Sélectionnez ensuite un " "plan d'abonnement dans le champ :guilabel:`Modèle de devis`." #: ../../content/applications/sales/subscriptions/plans.rst:101 msgid "" "All subscription orders will appear on the :guilabel:`Subscriptions` " "dashboard regardless of whether they were created in the *Subscriptions* app" " or the *Sales* app." msgstr "" "Toutes les commandes d'abonnement apparaissent sur le tableau de bord des " ":guilabel:`Abonnements`, qu'elles aient été créées dans l'application " "*Abonnements* ou dans l'application *Ventes*." #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "Produits d'abonnement" #: ../../content/applications/sales/subscriptions/products.rst:5 msgid "" "By closely integrating with the Odoo *Sales* app, the *Subscriptions* app " "enables users to sell subscription products alongside regular sales " "products. While regular products are sold on a one-time basis, subscription " "products are sold on a renewing basis, generating recurring revenue." msgstr "" "Grâce à son intégration étroite avec l'application Odoo *Ventes*, " "l'application *Abonnements* permet aux utilisateurs de vendre des produits " "d'abonnement en plus des produits courants. Alors que les produits courants " "ne sont vendus qu'une seule fois, les produits d'abonnement sont vendus sur " "une base récurrente, générant ainai des revenus récurrents. " #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "" "Dans Odoo, les produits d'abonnement sont également appelés produits " "*récurrents*." #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "Configurer des périodes de récurrence" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." msgstr "" "Pour commencer à utiliser les abonnements, les *périodes de récurrence* " "doivent être configurées correctement." #: ../../content/applications/sales/subscriptions/products.rst:16 msgid "" "Recurrence periods are the time periods in which subscriptions renew. They " "designate how often the customer pays for (and receives) subscription " "products." msgstr "" "Les périodes de récurrence sont les périodes au cours desquelles les " "abonnements sont renouvelés. Elles désignent la fréquence à laquelle le " "client paie (et reçoit) des produits d'abonnement." #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." msgstr "" "Pour configurer les périodes de récurrence, allez à l'application " ":menuselection:`Abonnements --> Configuration --> Périodes de récurrence`." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "" "La page des périodes de récurrence dans l'application Odoo Abonnements." #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" msgstr "" "Certaines périodes de récurrence de base sont déjà configurées dans " "l'application *Abonnements* :" #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" msgstr ":guilabel:`Mensuel`" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" msgstr ":guilabel:`Trimestriel`" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" msgstr ":guilabel:`Hebdomadaire`" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr ":guilabel:`2 semaines`" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" msgstr ":guilabel:`Annuel`" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" msgstr ":guilabel:`3 années`" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" msgstr ":guilabel:`5 années`" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." msgstr "" "Vous pouvez ajouter et/ou modifier de nouvelles périodes de récurrence à " "tout moment." #: ../../content/applications/sales/subscriptions/products.rst:38 msgid "" "To create a new recurrence period, click :guilabel:`New` on the " ":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence " "period form." msgstr "" "Pour créer une nouvelle période de récurrence, cliquez sur " ":guilabel:`Nouveau` sur la page des :guilabel:`Périodes de récurrence`. Un " "formulaire de période de récurrence vierge s'ouvre alors." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "" "Un formulaire de période de récurrence dans l'application Odoo Abonnements." #: ../../content/applications/sales/subscriptions/products.rst:45 msgid "" "Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the " "recurrence period, and select the :guilabel:`Unit` that defines the " "duration." msgstr "" "Saisissez ensuite le :guilabel:`Nom` et la :guilabel:`Durée` de la période " "de récurrence et sélectionnez l':guilabel:`Unité` qui définit la durée." #: ../../content/applications/sales/subscriptions/products.rst:49 msgid "" "The unit :guilabel:`Days` *cannot* be used as a recurrence period on " "subscriptions. The daily recurrence is meant for rentals, and **cannot** be " "added on recurring subscription sales orders." msgstr "" "L'unité :guilabel:`Jours` *ne peut pas* être utilisée comme période de " "récurrence sur les abonnements. La récurrence journalière est réservée aux " "locations et **ne peut pas** être ajoutée aux commandes récurrentes." #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." msgstr "" "Cette restriction a pour but d'éviter des commandes qui généreraient des " "factures journalières." #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "Configuration du formulaire de produit" #: ../../content/applications/sales/subscriptions/products.rst:57 msgid "" "To create a new subscription product, navigate to " ":menuselection:`Subscriptions app --> Products --> Products`, and click " ":guilabel:`New`." msgstr "" "Pour créer un nouveau produit d'abonnement, allez à l'application " ":menuselection:`Abonnements --> Produits --> Produits`, et cliquez sur " ":guilabel:`Nouveau`." #: ../../content/applications/sales/subscriptions/products.rst:60 msgid "" "Doing so reveals a blank product form, which can be configured and " "customized in a number of ways." msgstr "" "Un formulaire de produit vierge s'ouvre et peut être configuré et " "personnalisé de plusieurs manières." #: ../../content/applications/sales/subscriptions/products.rst:63 msgid "" "By default, the :guilabel:`Recurring` option is already enabled, prompting " "Odoo to recognize it as a subscription product. Be sure to leave the " ":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled." msgstr "" "Par défaut, l'option :guilabel:`Récurrent` est déjà activée, invitant à Odoo" " de reconnaître le produit comme un produit d'abonnement. Veillez à ce que " "les options :guilabel:`Récurrent` et :guilabel:`Peut être vendu` soient " "activées." #: ../../content/applications/sales/subscriptions/products.rst:67 msgid "" "The :guilabel:`Product Type` field is set to :guilabel:`Service` by default," " as well. However, subscription products *can* be set to other types, if " "needed." msgstr "" "Le champ :guilabel:`Type de produit` est également défini par défaut sur " ":guilabel:`Service`. Néanmoins, il est *possible* de définir d'autres types " "de produits d'abonnement, le cas échéant." #: ../../content/applications/sales/subscriptions/products.rst:71 msgid "" "When creating a physical subscription product in the Odoo **Sales** " "application, the :guilabel:`Invoicing Policy` must be set to " ":guilabel:`Ordered quantities`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:74 msgid "" "Setting it to :guilabel:`Delivered quantities` causes issues with invoice " "creation, and disrupts the subscription process." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:77 msgid "" "Similarly, when creating a physical subscription product in the Odoo " "**Subscriptions** application, the :guilabel:`Invoicing Policy` must **not**" " be set to :guilabel:`Based on Delivered Quantity (Manual)` for the same " "reasons." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "" "Un formulaire de produit d'abonnement de base dans l'application Odoo " "Abonnements." #: ../../content/applications/sales/subscriptions/products.rst:86 msgid "Time-based pricing" msgstr "Tarification basée sur le temps" #: ../../content/applications/sales/subscriptions/products.rst:88 msgid "" "Once the desired fields in the :guilabel:`General Information` tab have been" " entered, click the :guilabel:`Time-based pricing` tab on the product form." msgstr "" "Une fois que les champs requis dans l'onglet :guilabel:`Informations " "générales` ont été saisies, cliquez sur l'onglet :guilabel:`Tarification " "basée sur le temps` sur le formulaire du produit." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." msgstr "" "L'onglet Tarification basée sur le temps d'un formulaire de produit " "d'abonnement dans Odoo Abonnements." #: ../../content/applications/sales/subscriptions/products.rst:95 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "" "Cliquez alors sur :guilabel:`Ajouter un prix` pour commencer à définir des " "prix récurrents." #: ../../content/applications/sales/subscriptions/products.rst:97 msgid "" "In the :guilabel:`Period` column, select a desired recurrence period. In the" " :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the " ":guilabel:`Price` column, enter the price for that recurrence period." msgstr "" "Dans la colonne :guilabel:`Période`, sélectionnez la période de récurrence " "souhaitée. Dans la colonne :guilabel:`Liste de prix`, sélectionnez une liste" " de prix le cas échéant. Ensuite, dans la colonne :guilabel:`Prix`, " "saisissez le prix pour cette période de récurrence." #: ../../content/applications/sales/subscriptions/products.rst:102 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." msgstr "" "Il **n'est pas possible** d'utiliser les périodes :guilabel:`Quotidien` et " ":guilabel:`Horaire` pour les produits récurrents." #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "" "La fenêtre contextuelle d'erreur de validation qui s'ouvre dans Odoo " "Abonnements." #: ../../content/applications/sales/subscriptions/products.rst:109 msgid "" "There is *no limit* to how many lines can be added to the :guilabel:`Time-" "based pricing` table." msgstr "" "Il n'y a *aucune limite* au nombre de lignes qui peuvent être ajoutées à " "l'onglet :guilabel:`Tarification basée sur le temps`." #: ../../content/applications/sales/subscriptions/products.rst:112 msgid "" "An existing product can be made into a subscription product, simply by " "marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based " "pricing` on the product form." msgstr "" "Un produit existant peut devenir un produit d'abonnement, simplement en le " "marquant comme étant :guilabel:`Récurrent`, et en configurant la " ":guilabel:`Tarification basée sur le temps` sur le formulaire." #: ../../content/applications/sales/subscriptions/products.rst:118 msgid "" ":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with" " subscription products to give special pricing to customers included in " "pricelists." msgstr "" "Vous pouvez utiliser des :doc:`Listes de prix " "<../sales/products_prices/prices/pricing>` avec les produits d'abonnement " "pour accorder un prix spécial aux clients répertoriés sur les listes de " "prix. " #: ../../content/applications/sales/subscriptions/products.rst:121 msgid "" "This can be configured either in the :guilabel:`Time-based pricing` tab of " "the product form, or on the pricelist form in the *Sales* application." msgstr "" "Elles peuvent être configurées dans l'onglet :guilabel:`Tarification basée " "sur le temps` du formulaire du produit ou sans le formulaire des listes de " "prix dans l'application *Ventes*." #: ../../content/applications/sales/subscriptions/products.rst:124 msgid "" "To create recurring price rules for specific pricelists in the " ":guilabel:`Time-based pricing` tab of the product form, select a pricelist " "in the :guilabel:`Pricelist` column." msgstr "" "Pour créer des règles de prix récurrentes pour des listes de prix " "spécifiques dans l'onglet :guilabel:`Tarification basée sur le temps` de la " "fiche du produit, sélectionnez une liste de prix dans la colonne " ":guilabel:`Liste de prix`." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "" "Listes de prix dans l'onglet \"Tarification basée sur le temps\" de la fiche" " du produit." #: ../../content/applications/sales/subscriptions/products.rst:131 msgid "" "When pricelists are added to the :guilabel:`Time-based pricing` tab, the " "pricelist form in the *Sales* app is automatically updated." msgstr "" "Lorsque les listes de prix sont ajoutées à l'onglet :guilabel:`Tarification " "basée sur le temps`, le formulaire de liste de prix est automatiquement mis " "à jour dans l'application *Ventes*." #: ../../content/applications/sales/subscriptions/products.rst:134 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." msgstr "" "Il est également possible de configurer les règles de la tarification basée " "sur le temps directement sur le formulaire des listes de prix." #: ../../content/applications/sales/subscriptions/products.rst:136 msgid "" "To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, " "and select a pricelist (or click :guilabel:`New` to create a new pricelist)." msgstr "" "Pour ce faire, allez à l'application :menuselection:`Ventes ---> Produits " "--> Listes de prix`, et sélectionnez une liste de prix (ou cliquez sur " ":guilabel:`Nouveau` pour créer une nouvelle liste de prix)." #: ../../content/applications/sales/subscriptions/products.rst:140 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." msgstr "" "Les listes de prix sont également accessibles via l'application Odoo " "*Abonnements* en suivant les même étapes." #: ../../content/applications/sales/subscriptions/products.rst:143 msgid "" "Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, " "click :guilabel:`Add a line`." msgstr "" "Ensuite, sur le formulaire des listes de prix, dans l'onglet " ":guilabel:`Règles basées sur le temps`, cliquez sur :guilabel:`Ajouter une " "ligne`." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "" "L'onglet des règles basées sur le temps d'une liste de prix dans Odoo " "Ventes." #: ../../content/applications/sales/subscriptions/products.rst:150 msgid "" "Then, select a subscription product in the :guilabel:`Products` column, and " "select a recurrence period in the :guilabel:`Period` column. Lastly, enter a" " :guilabel:`Price` for that particular product and period. Add as many lines" " as needed." msgstr "" "Sélectionnez ensuite un produit d'abonnement dans la colonne " ":guilabel:`Produits` et sélectionnez une période de récurrence dans la " "colonne :guilabel:`Période`. Enfin, saisissez un :guilabel:`Prix` pour ce " "produit et cette période. Ajoutez autant de lignes que nécessaire." #: ../../content/applications/sales/subscriptions/products.rst:154 msgid "" "When :guilabel:`Time-based rules` are added to the pricelist form, the " ":guilabel:`Time-based pricing` tab of the product form is automatically " "updated." msgstr "" "Lorsque les :guilabel:`Règles basées sur le temps` sont ajoutées au " "formulaire de liste de prix, l'onglet :guilabel:`Tarification basée sur le " "temps` de la fiche du produit est automatiquement mis à jour." #: ../../content/applications/sales/subscriptions/products.rst:158 msgid ":doc:`ecommerce`" msgstr ":doc:`ecommerce`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" "The foundation of any subscription business model is recurring payments. " "This is when customers reliably pay a regular amount at specific intervals, " "in exchange for access to a subscription product or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" "Subscription renewal is the process customers follow when they willingly " "choose to continue participating in, and paying for, a subscription product " "or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:12 msgid "" "Subscribers experience the renewal process at different intervals -- weekly," " monthly, annually, etc. -- depending on the duration of the agreed-upon " "contract." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:15 msgid "" "Most companies that offer subscriptions prefer to automate the renewal " "process for customers. However, manual subscription renewals are still used " "in some cases." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" "With the Odoo **Subscriptions** application, a company can manage all of its" " subscriptions in one place. Renewals can be processed automatically, or " "manually, include additional products or upsells per renewal order, and be " "filtered in batch views to quickly locate customers who need to renew their " "subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:24 msgid "Subscription renewals" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" "In order to renew a subscription, a quotation with a subscription product " "**must** be confirmed, with a configured *Recurring Plan* selected." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:29 msgid "" "To open a subscription quotation, navigate to :menuselection:`Subscriptions " "app --> Subscriptions --> Quotations`, and select the desired quotation from" " the list. Or, create a new one by clicking :guilabel:`New` to open a new " "quotation form." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:34 msgid "Only a singular product is required." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:35 msgid "" "A subscription service counts as a product, as it is considered a recurring " "product." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:37 msgid "" "Subscription quotations **must** be confirmed, and payment from the customer" " for the initial subscription **must** be invoiced and registered in order " "to successfully open a *Renewal Quotation*." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:42 msgid "" "For more information on the above process of confirming quotations and " "invoicing payments, see: - :doc:`../sales/send_quotations/create_quotations`" " - :doc:`../sales/send_quotations/get_paid_to_validate`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:47 msgid "" "Once the payment from the subscription quotation is confirmed, the quotation" " turns into a sales order. An :guilabel:`In Progress` tag is applied to the " "sales order form, and a series of buttons also appear at the top of the " "sales order, including a :guilabel:`Renew` button." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:55 msgid "" "When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " "renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renewal quotation in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:62 msgid "" "From here, a standard sales flow can occur to confirm the quotation. This " "typically begins by clicking :guilabel:`Send by Email`, which sends a copy " "of the quotation to the customer, by email, for them to confirm, and " "eventually, pay for." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:67 msgid "" "In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that " "this subscription is the renewal of the subscription from the original sales" " order." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:70 msgid "" "Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " "order, and a :guilabel:`Sales History` smart button appears at the top of " "the page." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Sales History smart button in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:77 msgid "" "When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " "separate page, showcasing the different sales orders attached to this " "subscription, along with their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:85 msgid "" "Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " ":guilabel:`MRR` smart button also appears at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "MRR smart button in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:92 msgid "" "When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " "monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:96 msgid "" "On rare occasions, automatic payment can fail, which results in a *Payment " "Failure* tag on the top-right of the sales order, if there is an error in " "the payment method." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:99 msgid "" "This is done to prevent the system from charging the customer again the next" " time a scheduled action is run. Because the status of the payment is " "unknown, Odoo requests a manual operation to check if the payment has been " "made, before the payment can be used again." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:103 msgid "" "To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions " "--> Quotations`. Click into the desired subscription, then check the " "*Chatter* to see if the payment was made." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:106 msgid "" "If the payment was **not** made, first enter :doc:`debug mode " "<../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab," " and untick the checkbox next to :guilabel:`Contract in exception`. Reload " "the sales order, and the :guilabel:`Payment Failure` tag is gone." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:110 msgid "" "If the payment **was** made, a new invoice must be made and posted manually." " This automatically updates the next invoice date of the subscription. Once " "created, enter :doc:`debug mode <../../general/developer_mode>`, and " "navigate to the new sales order. Click the :guilabel:`Other Info` tab, and " "untick the checkbox next to :guilabel:`Contract in exception`. Reload the " "sales order, and the :guilabel:`Payment Failure` tag is gone." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "" "The \"contract in exception\" option selected with the \"payment failure\" " "tag shown." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:120 msgid "" "The :guilabel:`contract in exception`` option selected with the " ":guilabel:`payment failure` tag shown." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:123 msgid "" "In both cases, once the :guilabel:`Contract in exception` option is no " "longer selected, Odoo handles renewals automatically again. If the " "subscription remains in *payment failure*, it is skipped by Odoo until the " "sales order is closed." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Subscription reports" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:8 msgid "" "The Odoo **Subscriptions** app provides a series of reporting pages to help " "companies analyze how subscriptions are performing." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:11 msgid "" "On the *Subscriptions Analysis* reporting page, users can view specific data" " related to recurring subscriptions, quantity of subscriptions, in-progress " "or paused subscriptions, and more." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:14 msgid "" "The *Retention Analysis* reporting page provides an organized table of " "subscription retention percentages over any period of time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:17 msgid "" "The *MRR Breakdown* reporting page clearly divides |MRR| and |ARR| metrics " "for subscriptions into various graphs, lists, and charts." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:20 msgid "" "And the *MRR Analysis* reporting page offers a time-based collection of " "analytics showcasing how subscription |MRR| and |ARR| have changed over the " "course of any given period of time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:24 msgid "Reporting page elements" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:26 msgid "" "All subscriptions-based reporting pages can be accessed via the " ":guilabel:`Reporting` header menu in the **Subscriptions** app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:29 msgid "The following sections describe elements found on each reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:32 msgid "Filters and Group By" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:34 msgid "" "*Filters* are used to narrow down metrics to show specific analytics, " "whereas groupings (via the *Group By* option) are used to gather the data " "from specific sections into groups for more organized analysis." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:38 msgid "" "This section refers to both filters and groupings, as a combination of the " "two can be saved in the *Favorites* section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:41 msgid "" "To modify the results being shown on any reporting page, click the " ":icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the " "search bar. Doing so reveals a drop-down menu of detailed filter and " "grouping options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:45 msgid "" "If desired, a filter or grouping (or combination of filters and/or " "groupings) can be saved in the :guilabel:`Favorites` section of that drop-" "down menu. To do so, click the :icon:`fa-caret-down` :guilabel:`(down " "arrow)` icon beside :guilabel:`Save current search`, located beneath the " ":guilabel:`Favorites` section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:50 msgid "" "This reveals a field to assign a title to the favorite filter. Two options " "are also found beneath the title field: :guilabel:`Default filter` and " ":guilabel:`Shared`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:53 msgid "" "Ticking the checkbox beside :guilabel:`Default filter` makes the newly-" "favorited filter the default option for that reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:56 msgid "" "Ticking the checkbox beside :guilabel:`Shared` makes the newly-favorited " "filter available to other users in the database." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:60 msgid "" "The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** " "required, and only *one* of these options can be selected at a time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:63 msgid "" "To save the filter, click :guilabel:`Save` in the :guilabel:`Favorites` " "section of the drop-down filter menu." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:66 msgid "" "When clicked, that saved filter appears beneath the :guilabel:`Favorites` " "column of the drop-down filter menu, and a :icon:`fa-star` :guilabel:`(gold " "star)` icon appears beside the favorite filter's name in the search bar." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:71 msgid "Views" msgstr "Vues" #: ../../content/applications/sales/subscriptions/reports.rst:73 msgid "" "On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and " ":guilabel:`MRR Analysis` reporting pages, three different view options are " "located in the upper-right corner." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:77 msgid "" "There are *no* other view options available on the :guilabel:`Retention " "Analysis` reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:79 msgid "The available view options, from left to right, are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:81 msgid ":guilabel:`Graph`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:82 msgid ":guilabel:`List`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:83 msgid ":guilabel:`Pivot`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The different view options available on the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:89 msgid "Each view has its own series of related view-specific visual options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:94 msgid "" "With the graph view selected, the following options appear between the " "search bar and visual representation of the data. These graph-specific " "options are located to the right of the :guilabel:`Measures` and " ":guilabel:`Insert in Spreadsheet` buttons." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The different graph view options in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:102 msgid "" "The first three options, from left to right, represent different graph-" "related views. The remaining options represent different ways to organize " "and visualize that specific graph-related data." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:105 msgid "From left to right, the specific graph-related view options are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:107 msgid "" ":icon:`fa-bar-chart` :guilabel:`Bar Chart`: showcases the data in a bar " "chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:108 msgid "" ":icon:`fa-line-chart` :guilabel:`Line Chart`: showcases the data in a line " "chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:109 msgid "" ":icon:`fa-pie-chart` :guilabel:`Pie Chart`: showcases the data in a pie " "chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:111 msgid "" "Each graph view option has its own series of specific visual options, which " "are represented by the available buttons that appear to the right of the " "selected graph-related view option." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:114 msgid "" "When the :icon:`fa-bar-chart` :guilabel:`Bar Chart` graph view is selected, " "the following visual options are available:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:117 #: ../../content/applications/sales/subscriptions/reports.rst:123 msgid "" ":icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked " "visual format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:118 #: ../../content/applications/sales/subscriptions/reports.rst:125 msgid "" ":icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in " "descending order." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:119 #: ../../content/applications/sales/subscriptions/reports.rst:126 msgid "" ":icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in " "ascending order." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:121 msgid "" "When the :guilabel:`Line Chart` graph view is selected, the following visual" " options are available:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:124 msgid "" ":icon:`fa-signal` :guilabel:`Cumulative`: showcases the data in accumulated," " increasing format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:128 msgid "" "When the :guilabel:`Pie Chart` graph view is selected, there are no " "additional visual options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:133 msgid "" "With the list view selected, the subscription metrics being analyzed are " "displayed in a simple list, which can be fully customized by using any of " "the available filters or groupings in the drop-down filter menu (accessible " "via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of " "the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:139 msgid "" "With list view selected, the :guilabel:`Measures` drop-down menu and " ":guilabel:`Insert in Spreadsheet` button are *not* available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:145 msgid "" "With the pivot view selected, the subscription metrics are displayed in a " "data table, which can be fully customized." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:148 msgid "" "The pivot data table can be customized using the options available in the " ":guilabel:`Measures` drop-down menu, and/or the filter grouping options " "available in the filter drop-down menu (accessible via the :icon:`fa-caret-" "down` :guilabel:`(down arrow)` icon to the right of the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:153 msgid "" "Three pivot-specific options are available, located to the right of the " ":guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` " "button." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The pivot-specific view options available in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:160 msgid "From left to right, those pivot-specific view options are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:162 msgid "" ":icon:`fa-exchange` :guilabel:`Flip axis`: the `x` and `y` axis of the pivot" " data table flip." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:163 msgid "" ":icon:`fa-arrows` :guilabel:`Expand all`: all the available rows and columns" " of the pivot data table expand fully." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:165 msgid "" ":icon:`fa-download` :guilabel:`Download .xlsx`: the pivot data table is " "downloaded as an :file:`.xlsx` file." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:169 msgid "Measures" msgstr "Mesures" #: ../../content/applications/sales/subscriptions/reports.rst:171 msgid "" "The graph and pivot reporting pages have their own metric-specific " ":guilabel:`Measures` drop-down menu of data-related options to choose from, " "located in the upper-left corner, above the visual representation of " "metrics." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The standard measures drop-down menu in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:179 msgid "" "When the :guilabel:`Measures` button is clicked, a series of selectable " "measures becomes available, via a drop-down menu. When any of the options " "are selected from the :guilabel:`Measures` drop-down menu, the chosen " "metrics related to that specific measure appear on the reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:184 msgid "" "For more information on the different measures that can be utilized on each " "reporting page, refer to the :ref:`specific reporting page breakdowns " "` found below in this documentation." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:189 msgid "Insert in spreadsheet" msgstr "Insérer dans la feuille de calcul" #: ../../content/applications/sales/subscriptions/reports.rst:191 msgid "" "Beside the :guilabel:`Measures` drop-down menu, there is an " ":guilabel:`Insert in Spreadsheet` button." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:194 msgid "" "When clicked, the ability to add the configured data currently being " "showcased on the reporting page into a new or pre-existing spreadsheet or " "dashboard becomes available, via a pop-up window." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The spreadsheet pop-up window of the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:201 msgid "" "Select the desired option from this pop-up window, then click " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:206 msgid "Reporting pages" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:208 msgid "" "In the Odoo **Subscriptions** app, there are four different reporting pages " "available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:210 msgid "" "To access, analyze, and customize various reports related to subscriptions, " "navigate to :menuselection:`Subscriptions app`, and click the " ":guilabel:`Reporting` drop-down menu in the header to reveal the following " "reporting pages:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:214 msgid ":guilabel:`Subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:215 msgid ":guilabel:`Retention`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:216 msgid ":guilabel:`MRR Breakdown`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:217 msgid ":guilabel:`MRR Timeline`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:219 msgid "" "Clicking any of those options reveals a separate, fully-customizable " "reporting page focusing on that particular aspect of subscription data." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:222 msgid "The following is a breakdown of those four specific reporting pages." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:225 msgid "Subscriptions analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:227 msgid "" "To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to" " :menuselection:`Subscriptions app --> Reporting --> Subscriptions`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:230 msgid "" "By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view," " is selected on the :guilabel:`Subscriptions Analysis` reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:233 msgid "" "The following filters are also present in the search bar: :guilabel:`In " "Progress or Paused` and :guilabel:`Recurring`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default view of the Subscriptions Analysis reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:240 msgid "" "When the :guilabel:`Measures` button on the :guilabel:`Subscriptions " "Analysis` page is clicked, a series of metric-related options becomes " "available as a drop-down menu." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The measures drop-down menu of the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:247 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`Subscriptions Analysis` page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:250 msgid ":guilabel:`Monthly Recurring`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:251 msgid ":guilabel:`Quantity`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:252 msgid ":guilabel:`Recurring Revenue`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:253 msgid ":guilabel:`Untaxed Total`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:254 msgid ":guilabel:`Yearly Recurring`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:255 #: ../../content/applications/sales/subscriptions/reports.rst:293 #: ../../content/applications/sales/subscriptions/reports.rst:349 #: ../../content/applications/sales/subscriptions/reports.rst:397 msgid ":guilabel:`Count`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:258 msgid "" "The :guilabel:`Monthly Recurring` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:260 msgid "" "When any of those available measures are clicked, Odoo displays that " "selected data on the reporting page for further analysis." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:264 msgid "Retention analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:266 msgid "" "To access the :guilabel:`Retention Analysis` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> Retention`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:269 msgid "" "The :guilabel:`Retention Analysis` reporting page differs from the other " "**Subscriptions** app reporting pages, in that it does **not** provide any " "additional view options. The data on this page is only presented in a " "customizable data chart." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default view of the Retention Analysis reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:277 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention " "Analysis` reporting page is clicked, a series of metric-related options " "become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The measures drop-down menu of the Retention Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:284 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`Retention Analysis` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:287 msgid ":guilabel:`Amount to invoice`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:288 msgid ":guilabel:`Margin`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:289 msgid ":guilabel:`Margin (%)`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:290 msgid ":guilabel:`Prepayment percentage`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:291 msgid ":guilabel:`Shipping Weight`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:292 msgid ":guilabel:`Unpaid Amount`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:296 msgid "The :guilabel:`Count` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:298 msgid "" "To the right of the :guilabel:`Measures` drop-down menu on the " ":guilabel:`Retention Analysis` page is an additional drop-down menu " "containing different time periods. The default time period is " ":guilabel:`Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:302 msgid "" "When clicked, a drop-down menu of various time period options become " "available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The time period drop-down menu of the Retention Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:308 msgid "The time period options are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:310 msgid ":guilabel:`Day`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:311 msgid ":guilabel:`Week`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:312 msgid ":guilabel:`Month`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:313 msgid ":guilabel:`Year`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:315 msgid "" "When a time period option from this drop-down menu is selected, the " ":guilabel:`Retention Analysis` reporting page showcases data for the " "configured measures and filters within that time period." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:318 msgid "" "To the right of the time period drop-down menu, there is a download button, " "which allows the user to download the data presented on the " ":guilabel:`Retention Analysis` page as an Excel file." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:322 msgid "MRR breakdown" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:324 msgid "" "To access the :guilabel:`MRR Breakdown` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> MRR Breakdown`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:327 msgid "" "By default, the data displayed on the :guilabel:`MRR Breakdown` reporting " "page is in graph view, with the :guilabel:`Bar Chart` option and " ":guilabel:`Stacked` option selected." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:330 msgid "" "A default filter is also available in the search bar for :guilabel:`Event " "Date: Month > Event Type`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default appearance of the MRR Breakdown reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:336 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR " "Breakdown` reporting page is clicked, a series of metric-related options " "become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:343 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`MRR Breakdown` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:346 #: ../../content/applications/sales/subscriptions/reports.rst:394 msgid ":guilabel:`Active Subscriptions Change`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:347 #: ../../content/applications/sales/subscriptions/reports.rst:395 msgid ":guilabel:`ARR Change`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:348 #: ../../content/applications/sales/subscriptions/reports.rst:396 msgid ":guilabel:`MRR Change`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:352 #: ../../content/applications/sales/subscriptions/reports.rst:400 msgid "The :guilabel:`MRR Change` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:355 msgid "" "To make a different measure option the default, first, select the desired " "measure from the :guilabel:`Measures` drop-down menu. Then, click the " ":icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar to " "open the mega menu of filters and groupings." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:359 msgid "" "In the :guilabel:`Favorites` column, click the :icon:`fa-caret-down` " ":guilabel:`(down arrow)` icon beside :guilabel:`Save current search` to " "reveal a field, where a title can be entered, along with two " "checkboxes::guilabel:`Default filter` and :guilabel:`Shared`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:363 msgid "" "Tick the checkbox for :guilabel:`Default filter`, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:365 msgid "" "That newly-chosen measure option is now the default option that appears when" " this reporting page is accessed." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:369 msgid "MRR analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:371 msgid "" "To access the :guilabel:`MRR Analysis` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> MRR Timeline`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:374 msgid "" "By default, the data displayed on the :guilabel:`MRR Analysis` reporting " "page is in graph view, with the :guilabel:`Line Chart` option, " ":guilabel:`Stacked` option, and :guilabel:`Cumulative` option selected." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:378 msgid "" "A default filter is also found in the search bar for :guilabel:`Event Date: " "Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default appearance of the MRR Analysis reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:384 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis`" " reporting page is clicked, a series of metric-related options become " "available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:391 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`MRR Analysis` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:3 msgid "Scheduled actions" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:5 msgid "" "*Scheduled actions* are pre-configured processes that allow users to " "automate certain tasks within a database, based on a designated schedule or " "number of occurrences. These tasks can include sending emails, generating " "invoices, data clean-up, and so much more." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:9 msgid "" "In Odoo, some scheduled actions are active, by default, to ensure that " "certain functions are triggered automatically, however there are *also* many" " scheduled action options that appear in the database that are **not** " "activated by default." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:13 msgid "" "In Odoo *Subscriptions*, there are two scheduled actions that initiate the " "billing process for active recurring subscriptions, as well as when billing " "should stop due to subscription expiration." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:16 msgid "" "They are turned on, by default and can be deactivated at any time in order " "to manage subscriptions manually." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:20 msgid "Access scheduled actions" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:23 msgid "" "In order to access scheduled actions, :ref:`developer mode `" " **must** be activated." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:26 msgid "" "With developer mode activated, navigate to :menuselection:`Settings app --> " "Technical --> Scheduled Actions`." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The scheduled actions option under the technical menu in the Odoo Settings " "application." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:33 msgid "" "Doing so reveals a dedicated :guilabel:`Scheduled Actions` dashboard. On " "this page, there is a complete list of scheduled actions for the entire " "database." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:36 msgid "" "From here, enter `Subscription` in the search bar. Doing so provides three " "subscription-specific results. The following documentation focuses on the " "last two results in the list:" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:39 msgid "" ":guilabel:`Sale Subscription: generate recurring invoices and payments`" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:40 msgid ":guilabel:`Sale Subscription: subscriptions expiration`" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The subscription-related results on the scheduled actions page in Odoo " "Settings." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:46 msgid "" "Determine if a scheduled action is active by looking under the " ":guilabel:`Active` column, in the it's corresponding row on the " ":guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the " "checkbox is green with a check mark, the scheduled action is active." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:50 msgid "" "If a scheduled action needs to be activated, click into the desired " "scheduled action from the list." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "The scheduled action form in the Odoo Settings application." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:55 msgid "" "Then, from the scheduled action form, toggle the switch in the " ":guilabel:`Active` field to the right. Doing so turns the switch green, " "indicating that the scheduled action is now `Active`." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:58 msgid "" "The ability to set up how often the scheduled action runs is also available " "on the scheduled action form, in the :guilabel:`Execute Every` field." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:62 msgid "" "The scheduled action does **not** function correctly if the execution time " "is less than five minutes. This is a general rule for all scheduled actions." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:65 msgid "" "For more information, read the :doc:`Frequent Technical Questions " "` " "documentation." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:69 msgid "Generate recurring invoices and payments" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:71 msgid "" "In order for the :guilabel:`Sale Subscription: generate recurring invoices " "and payments` scheduled action to properly generate recurring invoices and " "payments on subscriptions, the *Deferred Expense* and *Deferred Revenue* " "accounts **must** be set up, in order for Odoo to process various invoices " "and payments related to subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:76 msgid "" "To set up *Deferred Expense* and *Deferred Revenue* accounts, navigate to " ":menuselection:`Accounting app --> Configuration --> Settings`. Both " "accounts can be configured in the :guilabel:`Default Accounts` section." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The necessary deferred account settings in the Odoo Accounting app's " "settings page." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:84 msgid "" "Once the correct accounts are entered in the :guilabel:`Deferred Expense` " "and :guilabel:`Deferred Revenue` drop-down menu fields, click " ":guilabel:`Save` in the upper-left corner." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:88 msgid "Create invoice" msgstr "Créer une Facture" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:90 msgid "" "Elements related to the :guilabel:`Sale Subscription: generate recurring " "invoices and payments` scheduled action can be found on confirmed " "subscription sales orders." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:93 msgid "" "To examine these elements, open any confirmed sales order in the " "*Subscriptions* application to reveal the subscription sales order form." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:96 msgid "" "On a confirmed subscription sales order form, focus on the " ":guilabel:`Recurring Plan` and :guilabel:`Date of Next Invoice` fields." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "A confirmed subscription sales order in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:103 msgid "" "The scheduled action creates an invoice when today's date is the same date " "as the :guilabel:`Date of Next Invoice`." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:106 msgid "" "Odoo uses the information in the :guilabel:`Recurring Plan` field to update " "the next invoice date accordingly." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:110 msgid "" "If the product invoicing policy is set to *Based on Delivered Quantities " "(Manual)*, and the delivered quantity is `0`, Odoo does **not** create an " "invoice, and the customer is not charged." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:113 msgid "" "Instead, the subscription is processed as a free recurring product, and is " "reflected as such in the *chatter* of the subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:116 msgid "" "When this occurs, the following message appears: `Automatic renewal " "succeeded. Free subscription. Next invoice:[date]. No email sent.`" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:119 msgid "" "Once the invoice for the subscription sales order is created, the invoice " "can be viewed by clicking the :guilabel:`Invoices` smart button that appears" " at the top of the subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:122 msgid "" "An email is sent to the customer notifying them of the recurring " "subscription charge, *if* there is a :guilabel:`Payment Token` on the " "account." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:125 msgid "" "To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other " "Info` tab, and look at the :guilabel:`Payment Token` field, under the " ":guilabel:`Subscription` section." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The Payment Token field under the Other Info tab on a subscription sales " "order form." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:132 msgid "" "If there is no :guilabel:`Payment Token`, the invoice is created, and sent " "to the customer. The payment **must** be registered manually in this case." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:136 msgid "Closing invoices" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:138 msgid "" "The :guilabel:`Sale Subscription: generate recurring invoices and payments` " "scheduled action also has the ability to close a subscription, if the " "following conditions are met:" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:141 msgid "" "If the subscription has no :guilabel:`Payment Token`, create and post the " "invoice." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:142 msgid "If the subscription has a :guilabel:`Payment Token`, try to charge." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:144 msgid "If the charge is successful, create and post the invoice." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:145 msgid "If the charge fails, send reminders periodically." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:147 msgid "" "Close the subscription if it continues to fail for more than fourteen days." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:150 msgid "Subscriptions expiration" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:152 msgid "" "The :guilabel:`Sale Subscription: subscriptions expiration` scheduled action" " checks for all other conditions that may cause a subscription to close " "automatically. If certain conditions are met, the scheduled action closes " "that subscription." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:156 msgid "" "First, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled" " action checks to see if the end date has passed, which is configured on the" " subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The expiration date on a subscription sales order in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:163 msgid "" "Then, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled " "action checks if the invoice has not been paid within the payment terms " "deadline." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:166 msgid "" "To access the invoices attached to a subscription, access the sales order " "for the subscription product, and click the :guilabel:`Invoices` smart " "button. Then, look at the :guilabel:`Invoice Date` column." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The Invoice Date column on subscriptions invoice page in Odoo Subscriptions " "app." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:174 msgid "" "Unpaid subscriptions with an :guilabel:`Invoice Date` that are past the " "determined number of days in the :guilabel:`Automatic Closing` field of a " ":guilabel:`Recurring Plan` are automatically closed by the :guilabel:`Sale " "Subscription: subscriptions expiration` scheduled action." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The Automatic Closing field on a Recurring Plan form in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:182 msgid "" "For example, if the next invoice date is July 1st, and the " ":guilabel:`Automatic Closing` is set to '30 Days', the scheduled action " "would close the subscription on August 1st." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:189 msgid ":doc:`automatic_alerts`" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 #: ../../content/applications/sales/subscriptions/upselling.rst:44 msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" "Subscriptions are recurrent, and go on indefinitely. As time passes, " "customers may want to modify them. With that in mind, it's imperative to " "have the ability to adapt prices, or change quantities, to accommodate any " "need. That's where the opportunity to upsell a subscription can come into " "play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 msgid "Upselling may prove beneficial to the following customer types:" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*Loyal Customers*" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" "These are customers who already trust the company/brand, and because they " "have established a pattern of paying for products/services, there's more " "confidence behind the attempt to sell them a more expensive product/service." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*New Customers*" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" "For brand new customers unfamiliar with the company/brand, a new, attractive" " tactic must be employed to entice them to purchase a more expensive " "product/service." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:19 msgid "" "In these instances, discounts can be useful. Typically, subscriptions end " "after a certain period of time." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:22 msgid "" "So, if these more expensive products/services are offered to new customers " "at a discount, it can result in a sale, while establishing a strong sense of" " trust between the customer and the company/brand. In turn, this can " "increase customer retention, as they'll grow more comfortable and " "trustworthy over time." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:28 msgid "Discount configuration" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:30 msgid "" "In order to have the ability to upsell a subscription to a new customer, " "with the aid of a discount, the *Discounts* feature **must** be activated." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:33 msgid "" "To activate the *Discounts* feature, navigate to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " "and tick the checkbox beside :guilabel:`Discounts`. Then, click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Activation of the discount option in Odoo Sales." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" "With that feature activated, the ability to grant discounts on sales order " "lines." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:46 msgid "" "Before upselling a subscription, check out our documentation on how to " ":doc:`Create a quotation <../subscriptions>` using subscription products." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:49 msgid "" "When a quotation with a subscription is confirmed, it officially becomes a " "sales order, and a new subscription is created in the Odoo *Subscriptions* " "application." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:53 msgid "" "The subscription sales order **must** be invoiced *before* an upsell can " "occur." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:55 msgid "" "When the subscription sales order is opened, either in the *Sales* or " "*Subscriptions* application, the ability to upsell that subscription is " "available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" "When the :guilabel:`Upsell` button is clicked, a new quotation form appears," " with an :guilabel:`Upsell` status banner in the upper-right corner. The " "initial subscription product is already in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:67 msgid "" "There is also a warning reminding the user that the recurring products are " "discounted, according to the prorated period of time, located beneath the " "initial subscription product in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" "The prorated amount is **only** applied to *Service* product types. It is " "**not** applied to *Consumable* or *Storable* product types, even if the " "message appears." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:75 msgid "" "From this new upsell quotation form, add new subscription products in the " ":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " "selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" "Once the desired upsell subscription product(s) have been added, it can be " "sent to the customer for approval by clicking the :guilabel:`Send by Email` " "button." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:86 msgid "" "When the quotation is confirmed by the customer, the upsell products are " "added to the initial subscription. Quotation prices are then prorated to the" " remaining time of the current invoicing period." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:91 msgid "" "Before sending the new quotation to the customer, the unit price, taxes, and" " even discount can be applied." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:94 msgid "" "Once the customer approves, click the :guilabel:`Confirm` button on the " "quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " "History` smart button appears, displaying how many sales orders are attached" " to this initial subscription order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:98 msgid "" "When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " "separate page containing a list of the related sales orders, clearly " "showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "The related sales order viewable from the Sales History smart button in Odoo" " Subscriptions." msgstr ""