# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Norimichi Sugimoto , 2024 # Tiffany Chang, 2024 # Noma Yuki, 2024 # Ryoko Tsuda , 2024 # Wil Odoo, 2025 # Junko Augias, 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: Junko Augias, 2025\n" "Language-Team: Japanese (https://app.transifex.com/odoo/teams/41243/ja/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: ja\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "販売" #: ../../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** " "は営業活動を体系化します:リードを追跡し、案件をクローズし、正確な予測を行います。パイプラインで案件を整理し、会議や次の活動で日々の活動を管理します。" #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "`Odooチュートリアル: CRM `_" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "リードを獲得" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "リードを案件に変換" #: ../../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 "" "リードは、案件が作成される前の予備段階として機能します。これにより、案件が営業担当者に割当てられる前に、その案件について成約の可能性を検討し、確度を評価するための追加の時間が確保されます。" #: ../../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 "設定" #: ../../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 "" "*リード* 設定を有効にするには、 :menuselection:`CRMアプリ --> 設定 --> 管理設定`に移動し、 " ":guilabel:`リード` というラベルの付いたボックスにチェックを入れます。そして :guilabel:`保存` をクリックします。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads setting on CRM configuration page." msgstr "CRM設定ページのリード設定。" #: ../../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 "この機能を有効化すると、画面上部に位置するヘッダバーに新しいメニューオプション :guilabel:`リード` が追加されます。" #: ../../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 "CRMアプリでのリードメニュー" #: ../../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 "" "*リード* " "設定が有効化されると、デフォルトで全ての販売チームに適用されます。特定のチームのリードを無効にするには、:menuselection:`CRMアプリ " "--> 設定 --> 販売チーム` に移動します。次に、リストからチームを選択して、そのチームの設定ページを開きます。:guilabel:`販売チーム`" " フィールドの下にある :guilabel:`リード` チェックボックスをオフにして、:guilabel:`保存` をクリックします。 " #: ../../content/applications/sales/crm/acquire_leads/convert.rst:36 msgid "Convert a lead into an opportunity" msgstr "リードを案件に変換" #: ../../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 "" "リードを *案件* に変換するには、:menuselection:`CRMアプリ --> リード` " "に移動し、リストからリードをクリックして案件を開きます。" #: ../../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 "" "リードのページの一番上に :guilabel:`類似リード` " "スマートボタンが表示されている場合、データベースに類似リードまたは類似案件がすでに存在していることを示します。このリードをコンバートする前に、スマートボタンをクリックして、リードをマージすべきかどうかを確認します。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:0 msgid "Close up of a lead with emphasis on the Similar Leads smart button." msgstr "類似リードスマートボタンの強調されたリードのクローズアップ" #: ../../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 "ページの左上にある :guilabel:`案件に変換` ボタンをクリックします。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity button on a lead record." msgstr "リード記録の案件作成ボタン" #: ../../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 "" "これにより、 :guilabel:`案件に変換` ポップアップモーダルが開きます。ここで :guilabel:`変換アクション` フィールドで " ":guilabel:`案件に変換` オプションを選択します。" #: ../../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 "" "このリードを既存の類似リードまたは案件とマージするには、:guilabel:`変換アクション` フィールドで :guilabel:`既存の案件とマージ`" " を選択します。これにより、マージする類似リード/案件のリストが生成されます。" #: ../../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 "" "マージする際、Odooはシステム内で最初に作成されたリード/案件を優先し、最初に作成されたリード/案件に情報をマージします。しかし、リードと案件がマージされる場合、どちらのレコードが先に作成されたかに関わらず、結果のレコードは案件と呼ばれます。" #: ../../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 "" "次に、案件を割当てたい :guilabel:`販売担当者` と :guilabel:`販売チーム` を選択します。 " "どちらのフィールドも必須ではありませんが、:guilabel:`販売担当者` " "フィールドで選択を行うと、販売担当者のチーム割当てに基づいて、:guilabel:`販売チーム` フィールドが自動的に入力されます。" #: ../../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 "リードがすでに販売担当者またはチームに割当てられている場合、これらのフィールドにはその情報が自動的に入力されます。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity pop-up." msgstr "案件作成ポップアップ。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:81 msgid "" "Under the :guilabel:`Customer` heading, choose from the following options:" msgstr "guilabel:`顧客` の見出しの下、以下のオプションから選択して下さい:" #: ../../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 ":guilabel:`新規顧客を作成`: このオプションを選択すると、リードの情報を使って新規顧客レコードを作成できます。" #: ../../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 "" ":guilabel:`既存の顧客にリンク`: " "このオプションを選択し、表示されるドロップダウンメニューから顧客を選択すると、この案件を既存の顧客レコードにリンクすることができます。" #: ../../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 "" ":guilabel:`顧客にリンクしない`: このオプションを選択すると、リードは変換されますが、新規または既存の顧客にはリンクされません。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 msgid "" "Lastly, when all configurations are complete, click :guilabel:`Create " "Opportunity`." msgstr "最後に、全ての設定が完了したら、:guilabel:`案件作成` をクリックします。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:92 msgid "" "To view the newly created opportunity, navigate to :menuselection:`CRM app " "--> My Pipeline`." msgstr "新しく作成された案件を表示するには、次の場所に移動します。:menuselection:`CRMアプリ --> 自分のパイプライン`" #: ../../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 "" "全ての案件を表示するには、トップページの :guilabel:`パイプライン` にある :guilabel:`検索...` " "バーから一部のフィルタを削除する必要がある場合があります。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:3 msgid "Create leads (from email or manually)" msgstr "リード作成 (メールからまたは手動)" #: ../../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 "" "カスタムEメールエイリアスから、または新規に顧客を手動で作成することで、*CRM* " "アプリにリードを追加することができます。これは、ウェブサイトのお問い合わせフォームからアプリに作成されたリードや案件に加えて行われます。 " "`" #: ../../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 "" "まず、:menuselection:`CRMアプリ --> 設定 --> 管理設定` に移動して、データベースで *リード* " "機能が有効になっていることを確認します。:guilabel:`リード` チェックボックスにチェックを入れ、:guilabel:`保存` " "をクリックします。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:19 msgid "Configure email aliases" msgstr "Eメールエイリアスを設定" #: ../../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 "" "各販売チームは、独自のEメールエイリアスを作成し、利用することができます。このアドレスにメッセージが送信されると、メッセージの情報が記載されたリード(または案件)が作成されます。" #: ../../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 "" "販売チームのEメールエイリアスを作成または更新するには、:menuselection:`CRMアプリ --> 設定 --> 販売チーム` に移動します。" " リストからチームをクリックして、チームの詳細ページを開きます。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The sales team details page, focused on the email alias section." msgstr "販売チームの詳細ページ、Eメールエイリアスセクションにフォーカスしています。" #: ../../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 "" ":guilabel:`Eメールエイリアス` " "フィールドに、Eメールエイリアスの名前を入力するか、既存の名前を編集します。:guilabel:`Eメールの受信を許可する` " "フィールドでは、ドロップダウンメニューを使用して、このEメールエイリアスにメッセージを送信できるユーザを選択します。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:36 msgid ":guilabel:`Everyone`: messages are accepted from any email address." msgstr ":guilabel:`全員`: メッセージはどのメールアドレスからでも受け付けられます。" #: ../../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 "" ":guilabel:`許可された取引先`: 取引先(連絡先または顧客)レコードに関連付けられたEメールアドレスからのメッセージのみを受け付けます。" #: ../../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 "" ":guilabel:`フォロワーのみ: " "リードや案件など、チームに関連するレコードをフォローしている人からのメッセージのみを受け付けます。チームメンバーからのメッセージも受け付けます。" #: ../../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 "" ":guilabel:`認証された従業員`: *従業員* アプリ内のレコードに関連付けられたEメールアドレスからのメッセージのみを受け付けます。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:45 msgid "Leads created from email" msgstr "メールから作成されたリード" #: ../../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 "" "Eメールのエイリアスメッセージから作成されたリードは、:menuselection:`CRMアプリ --> リード` に移動すると表示できます。 " "リストからリードをクリックして開き、詳細を表示します。" #: ../../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 "" "エイリアスで受信したEメールは、リードの *チャター* " "スレッドに追加されます。メッセージの件名はタイトルフィールドに追加され、:guilabel:`Eメール` " "フィールドには連絡先のEメールアドレスが更新されます。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The chatter thread of a newly created lead in the CRM app." msgstr "CRMアプリで新しく作成されたリードのチャタースレッド" #: ../../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 "データベースでリード機能が有効になっていない場合、Eメールエイリアス宛てのメッセージはデータベースに案件として追加されます。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:63 msgid ":doc:`../../../general/email_communication`" msgstr ":doc:`../../../general/email_communication`" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:66 msgid "Manually create leads" msgstr "手動で作成されたリード" #: ../../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 "" "リードは、新しいレコードを手動で作成することで、*CRM* アプリに直接追加できます。 " "既存のリードのリストを表示するには、:menuselection:`CRMアプリ --> リード` に移動します。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:72 msgid "" "Leads can also be added via the :doc:`Generate Leads ` button." msgstr "リードは :doc:`リードを生成 ` ボタンからも追加することができます。" #: ../../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 "リストの左上にある :guilabel:`新規` をクリックすると、空の :guilabel:`リード` フォームが開きます。" #: ../../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 "" "新しいフォームの最初のフィールドに、新しいリードのタイトルを入力します。次に、:guilabel:`連絡先名` と :guilabel:`会社名` " "を入力します。" #: ../../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 "" "リードが :doc:`案件に変換された ` 場合、:guilabel:`会社名` " "フィールドは、この案件を既存の顧客にリンクするか、新規に顧客を作成するために使用されます。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:84 msgid "Manually create opportunities" msgstr "手動で作成された案件" #: ../../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 "" "案件を手動で作成するには、:menuselection:`CRMアプリ --> 販売 --> マイパイプライン` " "に移動します。ページの左上にある:guilabel:`新規` をクリックして、新しい案件かんばんカードを作成します。:guilabel:`組織/連絡先`" " フィールドに、案件の対象となる会社の名前を入力します。" #: ../../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 "" "名前を選択し、:guilabel:`案件` フィールドに入力します。 *これは必須項目です。* " "案件を手動で作成する際には、案件の詳細に関連する名前を追加すると便利です。" #: ../../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 "" "下記の例では、案件名は「VPチェア " "5脚」となっています。これにより、顧客が興味を持っているプロダクトが特定されるとともに、潜在的なプロダクトの数も特定されます。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:0 msgid "An example of an opportunity in the CRM pipeline." msgstr "CRMパイプラインにおける案件の例" #: ../../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 "" "CRMパイプラインにおける案件の例。案件の連絡先情報を、:guilabel:`Eメール` および :guilabel:`電話番号` " "の各フィールドに入力します。" #: ../../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 ":guilabel:`見込収益` フィールドに、案件の見込み収益を入力します。" #: ../../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 "" ":guilabel:`見込収益` および優先フィールドの情報は、個々の営業担当者およびチーム単位でのパフォーマンスの追跡に使用できます。 " "詳細については、:doc:`../performance/expected_revenue_report` および " ":doc:`../track_leads/lead_scoring` を参照して下さい。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:113 msgid "Then, use the |st-o| :guilabel:`(star)` icons to assign a priority." msgstr "次に、|st-o| :guilabel:`(star)` アイコンを使用して優先度を割当てます。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:115 msgid "|st-o| |st-o| |st-o|: low priority" msgstr "|st-o| |st-o| |st-o|: 優先度が低い" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:116 msgid "|st| |st-o| |st-o|: medium priority" msgstr "|st| |st-o| |st-o|: 優先度が中程度" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:117 msgid "|st| |st| |st-o|: high priority" msgstr "|st| |st| |st-o|: 優先度が高い" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:118 msgid "|st| |st| |st|: very high priority" msgstr "|st| |st| |st|: 優先度が非常に高い" #: ../../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 "優先度を割当てることで、かんばんビューのリードの順序が変更され、優先度の高いリードが最初に表示されます。" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:124 msgid "" "Once all the necessary information has been entered, click :guilabel:`Add`." msgstr "必要な情報を全て入力したら、:guilabel:`追加`をクリックします。" #: ../../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 "リードマイニング" #: ../../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 "Odoo CRMの設定でリードマイニングを有効にします。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:23 msgid "Generate leads" msgstr "リード生成" #: ../../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 "リードマイニング機能を使用するには、「リードを生成」ボタンをクリックします。" #: ../../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 "Odooでリードを生成するための選択条件がポップアップウィンドウに表示されます。" #: ../../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 "" "連絡先情報を受け取る際には、最新のEU規制を必ずご確認下さい。一般データ保護規則の詳細については、`Odoo GDPR " "`_ をご覧下さい。" #: ../../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 "価格設定" #: ../../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 "Buy credits in the Odoo IAP設定でクレジットを購入します。" #: ../../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 ":doc:`/applications/essentials/in_app_purchase`" #: ../../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 "見積の作成と送付" #: ../../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 "" "見込リードが案件に変換されたら、次のステップは見積の作成と送信です。このプロセスはOdooの *CRM* アプリケーションで簡単に処理できます。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9 msgid "Create a new quotation" msgstr "新規見積を作成" #: ../../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 "" "新規見積を作成するには、:menuselection:`CRMアプリ` を開き、メインの*CRM*ダッシュボードの :guilabel:`パイプライン`" " ページを表示します。" #: ../../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 "ここから、任意の案件をクリックして開きます。既存の情報を確認し、必要に応じてフィールドを更新します。" #: ../../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 "" "この案件に対して既に見積が作成されている場合、フォーム上部の :guilabel:`見積` " "スマートボタンをクリックすることで探すことができます。既存の見積の数もスマートボタンに表示されます。" #: ../../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 "フォームの左上にある :guilabel:`新規見積` ボタンをクリックします。" #: ../../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 "新規見積ボタンが強調された見込リードフォーム。" #: ../../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 "guilabel:`顧客` フィールドは、案件フォームでは **必須** ではありません。" #: ../../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 "" "ただし、見積を送信する前に顧客情報を追加またはリンクする必要があります。案件の :guilabel:`顧客` フィールドが空白のままになっている場合、 " ":guilabel:`新規見積` ボタンをクリックするとポップアップウィンドウが開き、以下のオプションが表示されます:" #: ../../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:`新規に顧客を作成`: 案件フォームで提供された利用可能な情報を使用して、新規顧客レコードを作成します。" #: ../../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:`既存顧客にリンク`: " "既存の顧客名のドロップダウンフィールドが開きます。この新規見積を既存の顧客レコードにリンクさせるには、名前を選択して下さい。" #: ../../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:`顧客にリンクしない`: 見積は顧客とリンク **されず**、顧客情報は変更されません。" #: ../../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 "" "このボタンをクリックすると、新しい見積フォームが表示されます。フォームの上半分の情報を確認し、不足している項目や間違っている項目を更新して下さい:" #: ../../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:`顧客`: この見積が作成された会社または連絡先。" #: ../../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:`紹介者`: この顧客が他の顧客または連絡先から紹介された場合、このフィールドのドロップダウンメニューから選択します。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52 msgid "" ":guilabel:`Invoice Address`: physical address where the invoice should be " "sent." msgstr ":guilabel:`請求先住所`: 請求書を送付する物理的住所。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:53 msgid "" ":guilabel:`Delivery Address`: physical address where any products should be " "delivered." msgstr ":guilabel:`配送先住所`: 商品を配送する物理的住所。" #: ../../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:`見積テンプレート`: 該当する場合、このフィールドから設定済の " ":doc:`見積テンプレート` " "を選択します。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:56 msgid ":guilabel:`Expiration`: date when this quotation is no longer valid." msgstr ":guilabel:`有効期限`: この見積書が無効になる日付。" #: ../../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:`見積日`: ドラフト作成日/オーダ送信、確定オーダの確定日。このフィールドは :doc:`開発者モード (デバッグモード) " " ` が有効な場合にのみ表示されます。" #: ../../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:`定期プラン`: この見積が定期プロダクトまたはサブスクリプションの場合、使用する定期プランの設定を選択します。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:62 msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order." msgstr ":guilabel:`価格リスト`: このオーダに適用する価格リストを選択します。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:63 msgid "" ":guilabel:`Payment Terms`: select any applicable payment terms for this " "quotation." msgstr ":guilabel:`支払条件`: この見積に適用される支払条件を選択して下さい。" #: ../../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 ":guilabel:`有効期限` フィールドは、見積の作成日とデフォルトの有効期限に基づいて自動的に入力されます。" #: ../../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 "" "デフォルトの有効期限を更新するには、 :menuselection:`販売アプリ --> 設定 --> 管理設定 --> 見積 & オーダ` に移動し、" " :guilabel:`デフォルト見積有効` フィールドを更新します。自動有効期限を無効にするには、このフィールドに`0`を入力します。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:77 msgid "When the desired changes are complete, click :guilabel:`Save`." msgstr "必要な変更が完了したら、 :guilabel:`保存` をクリックします。" #: ../../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 "" "見積テンプレートを使用する場合、有効期限はテンプレートの :guilabel:`見積有効` " "フィールドに基づいて計算されます。テンプレートの有効期限計算を変更するには、 :menuselection:`販売アプリ --> 設定 --> " "販売オーダ --> 見積テンプレート` にアクセスして下さい。" #: ../../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 "次に、テンプレートをクリックして開き、 :guilabel:`見積有効` フィールドの数字を更新します。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:87 msgid "Order lines" msgstr "オーダ明細" #: ../../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 "新しい見積の顧客、支払、期限情報を更新した後、:guilabel:`オーダ明細` タブを適切なプロダクト情報で更新することができます。" #: ../../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 "そのためには、 :guilabel:`オーダ明細` タブの :guilabel:`プロダクト追加` をクリックします。" #: ../../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 "" "次に :guilabel:`プロダクト` " "フィールドにプロダクト名を入力し、プロタクトカタログを検索します。次に、ドロップダウンメニューからプロダクトを選択するか、:guilabel:`作成` " "または:guilabel:`作成と編集` を選択して新しいプロダクトを作成します。" #: ../../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 "プロダクトを選択したら、必要に応じて :guilabel:`数量` を更新します。残りのフィールドの情報を確認します。" #: ../../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 "プロダクトカタログ" #: ../../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 "見積のプレビューと送信" #: ../../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 "" "顧客が目にする見積のプレビューを見るには、 :guilabel:`プレビュー` ボタンをクリックすると :guilabel:`顧客ポータル` " "にプレビューが表示されます。" #: ../../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 "顧客プレビューを確認した後、:guilabel:`編集モードに戻る` をクリックしてバックエンドの見積フォームに戻ります。" #: ../../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 "見積を顧客に送信する準備ができたら、 :guilabel:`メールで送信` ボタンをクリックします。" #: ../../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 "" "そうすると、あらかじめ設定されたEメールメッセージのポップアップウィンドウが開きます。連絡先情報、合計金額、見積タイトルなどの見積の情報は、見積からインポートされます。" #: ../../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 "見積のPDFがメールに添付されます。" #: ../../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 "" "Eメールメッセージの作成には、あらかじめロードされたテンプレートが使用されます。テンプレートを変更するには、Eメールポップアップウィンドウの下部にある " ":guilabel:`テンプレートをロード` フィールドの右にある内部リンクをクリックします。" #: ../../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 "新しいテンプレートを選択するには、 :guilabel:`ロードテンプレート` ドロップダウンメニューからオプションを選択します。" #: ../../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 "" "メールに必要な変更を加え、 :guilabel:`送信` をクリックします。メッセージのコピーがそのレコードの *チャター* に追加されます。" #: ../../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 "" "見積が送信されると、元の案件の :guilabel:`見積` " "スマートボタンが新しい数に更新されます。この見積および他の全ての見積は、*CRM*アプリの案件の上部にあるこのスマートボタンからアクセスできます。" #: ../../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 "" "案件に添付された見積が確定され、販売オーダに変換された場合、 :guilabel:`見積` " "スマートボタンにリストされた数から差引かれます。代わりに、同じコントロールパネルにある :guilabel:`オーダ` " "スマートボタンに販売オーダの値が表示されます。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174 msgid "Mark an opportunity won or lost" msgstr "案件の成約または失注をマーク" #: ../../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 "パイプラインを最新かつ正確に保つためには、顧客が見積に回答した時点で、案件を*成約*または*損失*として識別する必要があります。" #: ../../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 "" "案件を*獲得*または*損失*としてマークするには、見積フォームの左上にあるパンくずを使用して案件に戻ります。または、:menuselection:`CRMアプリ" " --> 販売 --> 自分のパイプライン`に移動し、正しい案件をクリックして開きます。" #: ../../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 "フォームの左上で、 :guilabel:`成約` または :guilabel:`失注` ボタンをクリックします。" #: ../../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 "" "案件が*成約*とマークされた場合、緑色の :guilabel:`成約` バナーがレコードに追加され、 :guilabel:`成約` " "ステージに移動します。" #: ../../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 "" "guilabel:`失注`ボタンを使って案件を*失注*としてマークすると、 :guilabel:`失注とマーク`ポップアップウィンドウが開き、 " ":guilabel:`失注理由`を入力することができます。" #: ../../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 "" ":guilabel:`失注理由`ドロップダウンフィールドから、既存の失注理由を選択します。該当する理由がない場合は、 :guilabel:`失注理由` " "フィールドに入力し、 :guilabel:`作成` をクリックして新しい理由を作成します。" #: ../../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 "" "可能な限り事前に設定した :guilabel:`失注理由` " "の値を使用するか、新しい値の作成を販売チームのリードのみに制限するのがベストプラクティスです。このパラメータに一貫性のある値を使用することで、 " ":guilabel:`失注理由` パラメータでフィルタリングする際に、パイプライン分析をより簡単に、より正確に行うことができます。" #: ../../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 "その他のメモやコメントは :guilabel:`クロージングメモ` フィールドに追加することができます。" #: ../../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 "" "全ての必要な情報が :guilabel:`失注をマーク` ポップアップウィンドウに入力されたら、 :guilabel:`失注とマーク` " "をクリックします。" #: ../../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 "" ":guilabel:`失注としてマーク` をクリックすると、ポップアップウィンドウは消え、Odooは案件フォームに戻り、案件の右上に新しい赤い " ":guilabel:`失注` バナーが表示されます。" #: ../../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 "一度案件が *失注* とマークされると、その案件は無効となり、パイプラインから削除されます。" #: ../../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 "" "パイプラインから *失注* 案件を表示するには、検索バーの右にある :guilabel:`下矢印アイコン` " "をクリックし、表示されるドロップダウンメニューから :guilabel:`失注` または :guilabel:`アーカイブ済` のいずれかを選択します。" #: ../../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 "" "*失注* とマークされた案件は *アーカイブ済* とみなされますが、レポートに *失注* 案件として含めるためには、*アーカイブ済* ではなく、*失注*" " と明確にマークされている必要があります。" #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "日々の業務を最適化" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "CRM Gamification" msgstr "CRM ゲーミフィケーション" #: ../../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 "チャレンジを作成" #: ../../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 "リードエンリッチメント" #: ../../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 "Odooで新規連絡先を作成" #: ../../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 "odooのオートコンプリートオプションで表示されるOdooに関する情報のビュー" #: ../../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 "活動タイプ" #: ../../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 "活動設定" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56 msgid "Action" msgstr "アクション" #: ../../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 "* 活動*フィールドは活動の意図を指定します。いくつかのアクションは、活動がスケジュールされた後、特定の動作をトリガします。" #: ../../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 "" "guilabel:`ドキュメントをアップロード` " "が選択された場合、チャターの予定されている活動にドキュメントをアップロードするリンクが直接追加されます。" #: ../../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 "" "guilabel:`電話`または:guilabel:`ミーティング`が選択された場合、ユーザはカレンダを開いてこの活動の時間を予約することができます。" #: ../../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 "" ":guilabel:`署名を依頼` が選択された場合、チャターの予定されている活動にリンクが追加され、署名依頼のポップアップウィンドウが開きます。" #: ../../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 "活動タイプで選択できるアクションは、現在データベースにインストールされているアプリケーションによって異なります。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77 msgid "Default user" msgstr "デフォルトユーザ" #: ../../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 "" "この活動タイプがスケジュールされたときに、この活動を特定のユーザに自動的に割当てるには、 :guilabel:`デフォルトユーザ` " "ドロップダウンメニューから名前を選択します。このフィールドが空白の場合、活動は活動を作成したユーザに割当てられます。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84 msgid "Default summary" msgstr "デフォルト概要" #: ../../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 "この活動タイプが作成されるたびにメモを含めるには、:guilabel:`デフォルト概要`フィールドに入力して下さい。" #: ../../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 "" ":guilabel:`デフォルトユーザ` フィールドと :guilabel:`デフォルト概要` " "フィールドの情報は、活動を作成する際に含まれる情報です。ただし、活動をスケジュールする前や保存する前に変更することができます。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95 msgid "Next activity" msgstr "次の活動" #: ../../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 "" "活動が完了と表示された後に、新しい活動を自動的に提案、またはトリガするには、 :guilabel:`チェーンタイプ`を設定する必要があります。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101 msgid "Suggest next activity" msgstr "次の活動を提案" #: ../../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 "" "guilabel:`チェーンタイプ`フィールドで、:guilabel:`次の活動を提案`を選択します。そうすると、下のフィールドが " ":guilabel:`提案` " "に変わります。guilabel:`提案`フィールドのドロップダウンメニューをクリックして、この活動タイプのフォローアップタスクとして推奨する活動を選択します。" #: ../../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 "" "guilabel:`スケジュール`フィールドで、これらの活動のデフォルトの期日を選択します。そのためには、guilabel:`日`、 " ":guilabel:`週`、 " ":guilabel:`月`のいずれかで希望の数を設定します。そして、:guilabel:`完了日`の後に発生させるか、:guilabel:`前の活動の期日`の後に発生させるかを決定します。" #: ../../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 "この :guilabel:`スケジュール` フィールド情報は、活動がスケジュールされる前に変更することができます。" #: ../../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 "全ての設定が完了したら :guilabel:`保存` をクリックします。" #: ../../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 "" "活動に :guilabel:`チェーンタイプ` が :guilabel:`次の活動を提案` に設定されていて、 :guilabel:`提案` " "フィールドにリストされている活動がある場合、ユーザは次のステップとして推奨活動を提示されます。" #: ../../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 "次の活動をトリガする" #: ../../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 "" "guilabel:`チェーンタイプ`を:guilabel:`次の活動をトリガ`に設定すると、前の活動が終了した後、すぐに次の活動が開始されます。" #: ../../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 "" ":guilabel:`チェーンタイプ`フィールドで:guilabel:`次の活動をトリガを選択すると、下のフィールドが:guilabel:`トリガ`に変わります。guilabel:`トリガ`フィールドのドロップダウンメニューから、この活動が完了したら開始する活動を選択します。" #: ../../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 "パフォーマンス分析" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:3 msgid "Expected revenue report" msgstr "見込収益レポート" #: ../../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 "*見込収益* とは、特定の期日(通常は当月末)までに成約が見込まれるリードの現金価値の合計です。" #: ../../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 "" "*見込収益レポート* " "は、販売パイプラインにある、成約見込日が設定された有効なリードを全て集計し、販売チームが指定された時間枠でどのように活動しているかを比較します。" #: ../../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 "CRMアプリでリードの成約見込日をクローズアップ。" #: ../../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 "" "販売マネジャーは、月次の見込収益レポートを作成することで、どのチームメンバが目標に到達しているか、また重要な商談を成約するためにサポートが必要なメンバを確認することができます。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:19 msgid "Create an expected revenue report" msgstr "見込収益レポートを作成する" #: ../../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 "" "見込収益レポートを作成するには、まず :menuselection:`CRMアプリ --> レポーティング --> パイプライン` " "に移動します。これにより :guilabel:`パイプライン分析` ダッシュボードが開きます。" #: ../../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 "" "*パイプライン分析* " "ダッシュボードには、デフォルトで検索バーにいくつかのフィルタが含まれています。カスタムフィルタを追加する前に、これらを削除して下さい。" #: ../../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 "" "レポートの左上で :guilabel:`分析対象` をクリックし、ドロップダウンメニューから :guilabel:`見込収益` を選択します。" #: ../../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 "" "ページ上部の :guilabel:`検索...`バーの右にある :guilabel:`ᔻ(下向きの三角形)` アイコンをクリックすると、 " ":guilabel:`フィルタ`、 :guilabel:`グループ化`、 :guilabel:`お気に入り` " "列を含むドロップダウンメニューが開きます。:guilabel:`フィルタ` 列の下にある、:guilabel:`カスタムフィルタを追加` " "をクリックすると、:guilabel:`カスタムフィルタを追加` ポップアップウィンドウが開きます。" #: ../../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 "カスタムフィルタを追加" #: ../../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 "予想収益レポートを作成するには、以下の条件に対してフィルタを作成する必要があります:" #: ../../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 "" ":ref:`成約見込日 `: " "特定の期間内に成約すると予想されるリードのみに結果を限定します。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:46 msgid "" ":ref:`Exclude unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" ":ref:`未割当リードを除外 `: " "販売担当者のいないリードを除外します。" #: ../../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 "" ":ref:`特定の販売チーム `: " "結果を1つ以上の販売チームに割当てられたリードのみに制限します。このフィルタはオプションであり、レポートが会社全体を対象としている場合は含めるべきではありません。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:55 msgid "Add filter for expected closing date" msgstr "成約見込日用のフィルタを追加" #: ../../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 "" ":guilabel:`顧客フィルタを追加` ポップアップウィンドウで、新しい規則の最初のフィールドをクリックします。:guilabel:`検索...` " "バーに `成約見込` と入力するか、スクロールしてリストから選択します。2番目のフィールドをクリックし、 :guilabel:`設定済` " "を選択します。これにより、成約見込日が記載されているリードのみに結果が限定されます。" #: ../../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 "次に、規則の右側にある :guilabel:`➕(プラス)` アイコンをクリックして複製します。" #: ../../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 "guilabel:`➕(プラス)`アイコンを使うと、同じフィルタに基づく複数の規則を簡単に追加できます。" #: ../../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 "" "新しい規則の2番目のフィールドで、ドロップダウンメニューから :guilabel:`が次の間である` " "を選択します。これにより、リードを結果に含めるために、成約見込日が発生しなければならない時間枠が設定されます。" #: ../../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 "" "各日付フィールドを1つずつクリックし、カレンダのポップオーバー・ウィンドウを使用して規則に開始日と終了日の両方を追加します。これは通常、当月または会計四半期の開始日と終了日です。" #: ../../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 "未割当リードを除外する" #: ../../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 "" "成約見込日をフィルタリングした後、 :guilabel:`新規規則` を追加します。次に、新しい規則の最初のフィールドをクリックし、 " ":guilabel:`検索...` バーに `販売担当` " "と入力するか、リストをスクロールして選択します。規則の2番目のフィールドをクリックし、ドロップダウンメニューから :guilabel:`設定済` " "を選択します。これにより、販売担当者のいない結果は除外されます。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:89 msgid "Add a filter for sales teams" msgstr "販売チーム用にフィルタを追加する" #: ../../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 "" "このフィルタはオプションです。会社全体の結果を表示するには、このフィルタを追加せず、 :ref:`結果を表示 " "` に進んで下さい。" #: ../../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 "" "レポートの結果を1つまたは複数の販売チームに限定するには、 :guilabel:`新規規則` " "をクリックします。次に、新しい規則の最初のフィールドをクリックし、 :guilabel:`検索...` バーに `販売チーム` " "と入力するか、リストをスクロールして検索します。" #: ../../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 "" "規則の2番目のフィールドで、ドロップダウンメニューから :guilabel:`は以下内:` " "を選択します。このオペレータを選択すると、次のフィールドに表示されている販売チームに結果が限定されます。" #: ../../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 "" "最後に、3番目のフィールドをクリックし、ポップオーバーメニューに表示されるリストから選択するか、特定の販売チームのタイトルの最初の数文字を入力して、パラメータとしてすばやく検索して選択します。" #: ../../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 "複数のチームを`販売チーム`規則に追加することができ、各パラメータは検索ロジックで \"または\"(例えば \"どれでも\")演算子で扱われます。" #: ../../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 "" "見込収益に設定されたカスタムフィルタを含むカスタムフィルタの追加ポップアップウィンドウ\n" "レポートを表示します。" #: ../../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 "結果を表示" #: ../../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 "" ":guilabel:`カスタムフィルタを追加` フォームの上部には、 :guilabel:`どれでも` または :guilabel:`全て` " "の規則に一致させるオプションがあります。レポートを適切に実行するためには、以下のフィルタの **全て** " "に一致するレコードのみを含める必要があります。フィルタを追加する前に、このフィールドで :guilabel:`全て` " "が選択されていることを確認して下さい。" #: ../../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 "カスタムフィルタを追加ポップアップウィンドウの全てのフィルタに一致オプションを強調します。" #: ../../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 ":guilabel:`カスタムフィルタを追加` フォームの下で、:guilabel:`追加` をクリックします。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:132 #: ../../content/applications/sales/crm/performance/win_loss.rst:279 msgid "View options" msgstr "オプションを見る" #: ../../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 "" "見込収益レポートは、さまざまなビューを活用することで便利に使用することができます。基本的なグラフビューを使用すると、最も収益が見込める販売担当者を把握することができ、リストビューとピボットビューを使用すると、特定の取引に関する詳細情報を確認することができます。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:140 #: ../../content/applications/sales/subscriptions/reports.rst:92 msgid "Graph view" msgstr "グラフビュー" #: ../../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 "*グラフビュー*　はデータを視覚化するために使用され、パターンや傾向を特定するのに便利です。" #: ../../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 "*棒グラフ* は、複数のカテゴリや複数の販売担当者間のデータの分布を示すために使用されます。" #: ../../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 "*折れ線グラフ* は、一定期間のトレンドの変化を示すのに便利です。" #: ../../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 "" "*円グラフ* は、少数のカテゴリや販売担当者間のデータの分布や比較、特にそれらが全体像の中でどのように意味のある部分を形成しているかを示すのに便利です。" #: ../../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 "" "見込収益レポートのデフォルトビューは、積上げられた棒グラフです。別のグラフビューに変更するには、レポートの左上にあるアイコンのいずれかをクリックします。折線グラフと棒グラフは積上げ表示で利用できますが、円グラフは利用できません。" #: ../../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 "CRMアプリのパイプライン分析レポートのグラフアイコンのクローズアップビュー。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:162 msgid "Graph view icons in order: bar chart, line chart, pie chart, stacked." msgstr "グラフビューのアイコンを順に並べると、棒グラフ、折れ線グラフ、円グラフ、積上げグラフとなります。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:164 #: ../../content/applications/sales/subscriptions/reports.rst:131 msgid "List view" msgstr "ビュー一覧" #: ../../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 "" "*リストビュー*は、指定された期日までに成約が見込まれる全てのリードのリストを提供します。リストビューでリードをクリックすると、詳細分析のためのレコードが開きますが、基本ビューから多くの洞察を得ることができます。" #: ../../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 "リストビューに切替えるには、レポートの右上にある :guilabel:`≣ (リスト)` アイコンをクリックします。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the list view icon in the CRM app." msgstr "CRMアプリのリスト表示アイコンのクローズアップ。" #: ../../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 "" "レポートに評価指標を追加するには、リストの右上にある :guilabel:`トグル` アイコンで示される *追加オプションメニュー* をクリックします。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the toggle icon in the CRM app." msgstr "CRMアプリのトグルアイコンのクローズアップ。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:184 msgid "" "Clicking the toggle icon in *list view* opens the *additional options menu*." msgstr "*リストビュー*でトグルアイコンをクリックすると、*追加オプションメニュー*が開きます。" #: ../../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 "" "ドロップダウンメニューから任意の追加評価基準を選択し、リストビューに追加します。便利なオプションとして、:guilabel:`成約見込`や:guilabel:`確度`があります。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:189 #: ../../content/applications/sales/subscriptions/reports.rst:143 msgid "Pivot view" msgstr "ピボットビュー" #: ../../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 "*ピボットビュー*は、指定された期日までに成約が見込まれるリードを全て動的なテーブルに並べます。" #: ../../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 "ピボットビューに切り替えるには、レポートの右上にある :guilabel:`ピボット` アイコンをクリックします。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the pivot view icon in the CRM app." msgstr "CRMアプリのピボットビューアイコンのクローズアップ。" #: ../../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 "" "このレポートでピボットビューを選択すると、X 軸にパイプラインのステージが一覧表示され、Y " "軸はデフォルトで作成日ごとに結果がグループ化されます。これらのグループ化を切り替えるには、レポート上部のフリップアクセスアイコン（:guilabel:`⇄）をクリックします。" #: ../../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 "" "追加指標をレポートに追加するには、レポートの左上にある :guilabel:`分析対象` " "ボタンをクリックします。ドロップダウンメニューから任意の追加指標を選択します。" #: ../../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 "" "ピボットビューの行または列にグループを追加するには、:guilabel:`合計` の横にある :guilabel:`➕(プラス記号)` " "をクリックし、グループの 1 つを選択します。グループを削除するには、 :guilabel:`➖(マイナス記号)` " "をクリックし、該当するオプションの選択を解除します。" #: ../../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 "" "*ダッシュボード*アプリ内で編集可能なスプレッドシート形式にピボットビューを追加するには、:guilabel:`スプレッドシート内に追加`をクリックします。Odoo" " *ドキュメント*アプリがインストールされている場合、レポートを空白または既存のスプレッドシートに挿入し、エクスポートすることができます。" #: ../../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 "按分収益" #: ../../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 "パイプライン分析" #: ../../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 "" "*CRM* " "アプリは、リード/案件がステージからステージへ、作成から販売(**成約**)、またはアーカイブ(**失注**)へと移動するにつれて、販売パイプラインを管理します。" #: ../../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 "" "パイプラインを整理した後は、*パイプライン分析* ページの検索オプショ ンとレポートを使って、パイプラインとそのユーザの効率性を把握しましょう。" #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "" "To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> " "Reporting --> Pipeline`." msgstr "" "*パイプライン分析* ページにアクセスするには、:menuselection:`CRMアプリ --> レポーティング --> パイプライン` " "にアクセスして下さい。" #: ../../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 "CRMアプリを開き、上部にあるレポーティングタブをクリックし、パイプラインをクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:20 msgid "Navigate the pipeline analysis page" msgstr "パイプライン分析ページをナビゲート" #: ../../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 "" ":guilabel:`パイプライン分析` " "ページにアクセスすると、過去1年間のリードを示す棒グラフが自動的に表示されます。棒グラフは販売パイプラインの各ステージにあるリードの数を表し、リードがそのステージに到達した月を示すように色分けされています。" #: ../../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 "パイプライン分析ページのデフォルトの状態はグラフであり、それを変更するためのオプションが数多くあります。" #: ../../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 "" ":guilabel:`パイプライン分析` " "ページのインタラクティブな要素でグラフを操作して、様々なビューで多岐にわたる指標をレポートします。左から右、上から下方向へ、要素は次のようになります:" #: ../../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:`アクション`: :guilabel:`パイプライン分析` ページタイトルの隣にある :guilabel:`⚙️ (歯車)` " "アイコンで表されます。クリックすると、:guilabel:`ナレッジ`、 :guilabel:`ダッシュボード`、 " ":guilabel:`スプレッドシート` と、それぞれのサブメニューを伴った3つのオプションと共にドロップダウンメニューが現れます。(詳しくは " ":ref:`レポートの保存と共有 ` を参照して下さい)" #: ../../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 "guilabel:`ナレッジ`オプションは、*ナレッジ*アプリの記事にグラフをリンクまたは挿入するためのものです。" #: ../../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 "guilabel:`ダッシュボード`オプションは、*ダッシュボード*アプリのダッシュボードにグラフを追加するためのものです。" #: ../../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 "guilabel:`スプレッドシート`オプションは、*ドキュメント*アプリ内のスプレッドシートにグラフをリンクするためのものです。" #: ../../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 "" ":guilabel:`検索...` " "バー：現在グラフに適用されているフィルタとグループ分けを表示します。新しいフィルタやグループを追加するには、検索バーに入力するか、バーの最後にある " ":guilabel:`⬇️(下向き矢印)` アイコンをクリックすると、オプションのドロップダウンメニューが表示されます。(詳しくは " ":ref:`検索オプション ` を参照して下さい)" #: ../../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 "" "右上隅には、様々なアイコンで表された表示オプションがあります。(詳細は :ref:`オプションを見る ` を参照)" #: ../../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 ":guilabel:`グラフ` ビュー: データを棒グラフで表示します。これはデフォルトのビューです。" #: ../../content/applications/sales/crm/performance/win_loss.rst:53 msgid "" ":guilabel:`Pivot` view: displays the data in a customizable, categorized " "metrics table." msgstr ":guilabel:`ピボット` ビュー: カスタマイズ可能な、分類された指標テーブルにデータを表示します。" #: ../../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 "" ":guilabel:`コホート` ビュー： :guilabel:`作成日` と :guilabel:`クローズ日` " "の週(デフォルト)、日、月、年に基づいてデータを表示し、整理します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:56 msgid ":guilabel:`List` view: displays the data in a list." msgstr ":guilabel:`リスト` ビュー: データをリストに表示します。" #: ../../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 "ページの左端、:guilabel:`パイプライン分析` ページタイトルの下には、さらに設定可能なフィルタと表示オプションがあります。" #: ../../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:`測定`: " "グラフ、ピボット、またはコホートビューで見ることができる様々な測定オプションのドロップダウンメニューを開きます。:guilabel:`測定`ドロップダウンメニューはリストビューでは使用できません。(詳細は" " :ref:`測定オプション ` を参照して下さい)" #: ../../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:`スプレッドシートに挿入`: *ドキュメント* アプリのスプレッドシートまたは *ダッシュボード* " "アプリのダッシュボードにグラフまたはピボットテーブルを追加するためのオプションが表示されるポップアップウィンドウを開きます。このオプションは、コホートやリストビューでは使用できません。" #: ../../content/applications/sales/crm/performance/win_loss.rst:68 msgid "With the graph view selected, the following options are available:" msgstr "グラフ表示を選択すると、以下のオプションが利用できます:" #: ../../content/applications/sales/crm/performance/win_loss.rst:70 msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart." msgstr ":guilabel:`棒グラフ`: グラフを棒グラフに切替えます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:71 msgid ":guilabel:`Line Chart`: switches the graph to a line chart." msgstr ":guilabel:`折れ線グラフ`: グラフを折れ線グラフに切替えます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:72 msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart." msgstr ":guilabel:`円グラフ`: グラフを円グラフに切替えます。" #: ../../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:`積み重ね`: " "選択すると、グラフの各ステージの結果が積み重なります。選択されていない場合、各ステージの結果は個別の棒グラフとして表示されます。" #: ../../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:`降順`:グラフ内のステージを左から右の降順に並べ替える。アイコンをもう一度クリックすると選択が解除されます。検索条件によっては、このオプションが利用できない場合もあります。" #: ../../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:`昇順`: " "グラフ内のステージを左から右の昇順に並べ替えます。アイコンをもう一度クリックすると選択が解除されます。検索条件によっては、このオプションが利用できない場合もあります。" #: ../../content/applications/sales/crm/performance/win_loss.rst:82 msgid "With the pivot view selected, the following options are available:" msgstr "ピボットビューを選択すると、以下のオプションが使用できます:" #: ../../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:`軸を反転`:テーブル全体のX軸とY軸を反転します。" #: ../../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:`全展開`: :guilabel:`➕(プラス記号)` " "アイコンを使って追加のグループ分けが選択されると、このボタンはそれらのグループ分けを全て行の下に開きます。" #: ../../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:`ダウンロードxlsx`: テーブルをエクセルファイルとしてダウンロードします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:92 msgid "Search options" msgstr "検索オプション" #: ../../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 ":guilabel:`パイプライン分析` ページは様々なフィルタやグループ化オプションでカスタマイズできます。" #: ../../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 "" "新しい検索条件を追加するには、検索バーに必要な条件を入力するか、検索バーの隣にある :guilabel:`⬇️ (下向き矢印)` " "アイコンをクリックすると、全てのオプションのドロップダウンメニューが開きます。各オプションの詳細については、以下のセクションを参照して下さい。" #: ../../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 "検索バーの隣にある下矢印をクリックすると、分析用のフィルタメニューが開きます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:106 msgid "Filters" msgstr "フィルタ" #: ../../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 "" " :guilabel:`フィルタ` " "セクションでは、検索条件にあらかじめ用意されたフィルタやカスタムフィルタを追加することができます。一つの検索に複数のフィルタを追加することができます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:111 msgid ":guilabel:`My Pipeline`: show leads assigned to the current user." msgstr ":guilabel:`自分のパイプライン`: 現在のユーザに割当てられたリード線を表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:112 msgid "" ":guilabel:`Opportunities`: show leads that have been qualified as " "opportunities." msgstr ":guilabel:`案件`: 案件として認定されたリードを表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:113 msgid "" ":guilabel:`Leads`: show leads that have yet to be qualified as " "opportunities." msgstr ":guilabel:`リード`: まだ案件として認定されていないリードを表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:114 msgid ":guilabel:`Active`: show active leads." msgstr ":guilabel:`有効`: 有効なリードを表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:115 msgid ":guilabel:`Inactive`: show inactive leads." msgstr ":guilabel:`無効`: 無効なリードを表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:116 msgid ":guilabel:`Won`: show leads that have been marked **Won**." msgstr ":guilabel:`成約`: **成約** とマークされたリードを表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:117 msgid ":guilabel:`Lost`: show leads that have been marked **Lost**." msgstr ":guilabel:`失注`: **失注** とマークされたリードを表示します。" #: ../../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:`作成日`: " "特定の期間に作成されたリードを表示します。デフォルトでは過去1年間ですが、必要に応じて調整したり、完全に削除することもできます。" #: ../../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:`成約見込`: 特定の期間にクローズが見込まれるリード( **成約** マーク)を表示します。" #: ../../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:`成約日`: 特定の期間にクローズされた (**成約** とマークされた)リードを表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:124 msgid "" ":guilabel:`Archived`: show leads that have been archived (marked **Lost**)." msgstr ":guilabel:`アーカイブ済`: アーカイブ済(**失注** とマークされた)リードを表示します。" #: ../../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:`カスタムフィルタを追加`: 様々なオプションを持つカスタムフィルタを作成することができます。(詳しくは " ":ref:`カスタムフィルタとグループの追加 ` を参照して下さい)" #: ../../content/applications/sales/crm/performance/win_loss.rst:129 msgid "Group By" msgstr "グループ化" #: ../../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 "" ":guilabel:`グループ分け`セクションでは、検索結果にあらかじめ用意されたグループ分けや独自のグループ分けを追加することができます。複数のグルーピングを追加することで、検索結果をより管理しやすいまとまりに分割することができます。" #: ../../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 "" "グルーピングを追加する順番は、最終的な結果の表示方法に影響します。同じ組合わせを異なる順序で選択してみて、それぞれのユースケースに最適なものを確認して下さい。" #: ../../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:`販売担当者`: リードを割当てられた販売担当者によって結果をグループ化します。" #: ../../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:`販売チーム`: リードを割当てた販売チームごとに結果をグループ化します。" #: ../../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:`都市`: リードが発生した都市で結果をグループ化します。" #: ../../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:`国`: リードが発生した国別に結果をグループ化します。" #: ../../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:`会社`: (データベースで複数の会社が有効になっている場合)リードが属する会社で結果をグループ化します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:145 msgid "" ":guilabel:`Stage`: groups the results by the stages of the sales pipeline." msgstr ":guilabel:`ステージ`: 販売パイプラインのステージごとに結果をグループ化します。" #: ../../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:`キャンペーン`: リードを発生させたマーケティングキャンペーンによって結果をグループ化します。" #: ../../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:`媒体`: リードが発生した媒体(Eメール、Googleアドワーズ、ウェブサイトなど)によって結果をグループ化します。" #: ../../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:`ソース`: リードの発生元ソース(検索エンジン、リードリコール、ニュースレターなど)によって結果をグループ化します。" #: ../../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:`作成日`: リードをデータベースに追加した日付で結果をグループ化します。" #: ../../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:`変換日`: リードを案件に変換した日付で結果をグループ化します。" #: ../../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:`成約見込`: リードが成約する(\"成約済\"とマーク)と予想される日付で結果をグループ化します。" #: ../../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:`クローズ日`: リードをクローズした日付で結果をグループ化します(\"成約\"とマーク)。" #: ../../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:`失注理由`: リードに \"失注\"とマークされた時に選択された理由によって結果をグループ化します。" #: ../../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:`カスタムグループを追加`: 様々なオプションを持つカスタムグループを作成することができます。(詳細は " ":ref:`カスタムフィルタとグループの追加 ` を参照して下さい)" #: ../../content/applications/sales/crm/performance/win_loss.rst:164 msgid "Comparison" msgstr "比較" #: ../../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 ":guilabel:`比較` セクションでは、同じ検索条件に別の期間の比較を追加することができます。" #: ../../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 "" "このオプションは、検索に :guilabel:`作成日` や :guilabel:`成約見込` 、 :guilabel:`成約日` " "などの時間ベースのフィルタが含まれている場合にのみ利用できます。一度に複数の時間ベースのフィルタを追加することができますが、一度に選択できる比較は1つだけです。" #: ../../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:`前期`: 前期の同じ検索条件との比較を追加します。" #: ../../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:`前年`: 前年の同じ検索条件との比較を追加します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:179 msgid "Favorites" msgstr "お気に入り" #: ../../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 " :guilabel:`お気に入り`セクションでは、ユーザが検索結果を保存しておくことができるため、毎回再作成する必要がありません。" #: ../../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 "" "複数の検索を保存したり、他の人と共有したり、あるいは :guilabel:`パイプライン分析` " "ページを開いたときのデフォルトとして設定することもできます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:187 msgid "" ":guilabel:`Save current search`: save the current search criteria for later." msgstr ":guilabel:`現在の検索を保存`: 現在の検索条件を保存します。" #: ../../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:`デフォルトフィルタ`: :guilabel:`パイプライン分析` " "ページを開いたときにデフォルトの検索フィルタになるように、検索を保存するときにこのボックスをチェックします。" #: ../../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:`共有済`: 検索を保存する際、他のユーザが利用できるようにするにはこのボックスをチェックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:197 msgid "Add custom filters and groups" msgstr "カスタムフィルタとグループの追加" #: ../../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 "" "検索バーのあらかじめ用意されたオプションに加えて、:guilabel:`パイプライン分析` ページはカスタムフィルタとグループを利用することもできます。" #: ../../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 "カスタムフィルタは検索結果をさらにカスタマイズする複雑なルールであり、カスタムグループは情報をより整理された形で表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:205 msgid "**To add a custom filter:**" msgstr "**カスタムフィルタを追加するには:**" #: ../../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 "" " :guilabel:`パイプライン分析` ページで、 :guilabel:`検索...` バーの横にある :guilabel:`下矢印` " "アイコンをクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:209 msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`." msgstr "ドロップダウンメニューで、:guilabel:`カスタムフィルタを追加` をクリックします。" #: ../../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 "" " " ":guilabel:`カスタムフィルタの追加`ポップアップウィンドウには、3つの固有のフィールドで構成されたデフォルト規則（:guilabel:`国が_____`）が表示されます。これらのフィールドを編集してカスタム規則を作成し、複数のルールを1つのカスタムフィルタに追加することができます。" #: ../../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 "" "規則を編集するには、まず最初のフィールド( " ":guilabel:`国`)をクリックし、ドロップダウンメニューからオプションを選択します。最初のフィールドは規則の主要な主題を決定します。" #: ../../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 "" "次に、2番目のフィールドをクリックし、ドロップダウンメニューからオプションを選択します。2番目のフィールドは、1番目と3番目のフィールドの関係を決定し、通常は" " **である** または **ではない** ステートメントですが、**以上または以下** ステートメントなどもあります。" #: ../../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 "" "最後に、3番目のフィールドをクリックし、ドロップダウンメニューからオプ ションを選択します。3番目のフィールドは、規則の補助テーマを決定します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:220 msgid "With all three fields selected, the rule is complete." msgstr "3つのフィールドが全て選択されると、規則が完成します。" #: ../../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 "**規則を追加する:** :guilabel:`新規規則` をクリックし、必要に応じてステップ4-7を繰り返します。" #: ../../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 "**規則を削除する:** 規則の右にある :guilabel:`🗑️ (ゴミ箱)` アイコンをクリックします。" #: ../../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 "**既存の規則を複製する:** 規則の右側にある :guilabel:`➕(プラス記号)` アイコンをクリックします。" #: ../../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 "" "**より複雑な規則を作成する:** 規則の右にある :guilabel:`ブランチ追加` アイコンをクリックして下さい。これにより、\"全ての\" " "または \"いずれかの\" ステートメントを追加するための別の修飾が規則の下に追加されます。" #: ../../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 "ブランチの追加機能により、より複雑な全てまたはいずれかのステートメントを規則に作成することができます。" #: ../../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 "全ての規則が追加されたら、:guilabel:`追加` をクリックしてカスタムフィルタを検索条件に追加します。" #: ../../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 "**カスタムフィルタを削除する:** 検索バーのフィルタの横にある :guilabel:`✖️ (x)` アイコンをクリックして下さい。" #: ../../content/applications/sales/crm/performance/win_loss.rst:239 msgid "**To add a custom group:**" msgstr "**カスタムグループを追加するには:**" #: ../../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 ":guilabel:`パイプライン分析`ページで、検索バーの横にある :guilabel:`下矢印` アイコンをクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:243 msgid "" "In the drop-down menu that appears, click :guilabel:`Add Custom Group`." msgstr "表示されたドロップダウンメニューで、:guilabel:`カスタムグループの追加` をクリックします。" #: ../../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 "ドロップダウンメニューのオプションをスクロールし、1つ以上のグループを選択します。" #: ../../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 "" "**カスタムグループを削除する:** 検索バーのカスタムグループの横にある :guilabel:`✖️ (x)` アイコンをクリックして下さい。" #: ../../content/applications/sales/crm/performance/win_loss.rst:252 msgid "Measurement options" msgstr "測定オプション" #: ../../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 "" "デフォルトでは、:guilabel:`パイプライン分析` ページは検索条件に一致するリードの合計:guilabel:`件数` " "を測定しますが、他の知りたい項目を測定するように変更することもできます。" #: ../../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 "" "選択した測定値を変更するには、ページの左上にある :guilabel:`測定` " "ボタンをクリックし、ドロップダウンメニューから以下のオプションのいずれかを選択します:" #: ../../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:`割当所要日数`: 作成後、リードが割当てられるまでにかかった日数を計測します。" #: ../../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:`完了所要日数`: リードをクローズする(**成約済** と表示される)のにかかった日数を計測します。" #: ../../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:`変換所要日数`: リードを案件に変換するのにかかった日数を測定します。" #: ../../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:`成約見込超過日数` ：リードが見込成約日を超過した日数を計測します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:268 msgid "" ":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead." msgstr ":guilabel:`予測MRR`: リードの見込経常収益を測定します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:269 msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead." msgstr ":guilabel:`見込収益`: リードの見込収益を測定します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:270 msgid "" ":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of" " a lead." msgstr ":guilabel:`按分MRR`: リードの月次経常収益を按分して測定します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:271 msgid "" ":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring " "Revenues of a lead." msgstr ":guilabel:`按分定期売上`: は、リードの按分定期売上を測定します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:272 msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead." msgstr ":guilabel:`按分収益`: リードの按分売上を測定します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:273 msgid "" ":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead." msgstr ":guilabel:`定期売上`: はリードの定期売上を測定します。" #: ../../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:`件数`: 検索条件に一致するリードの総数を測定します。" #: ../../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 "" "フィルタ、グループ化、測定を設定した後、 :guilabel:`パイプライン分析` " "ページは様々な方法でデータを表示することができます。デフォルトではグラフビューを使用しますが、ピボットビュー、コホートビュー、リストビューに変更することもできます。" #: ../../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 "" "パイプラインを別のビューに変更するには、 :guilabel:`パイプライン分析` ページの右上にある4つのビューアイコンの1つをクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:290 msgid "Graph View" msgstr "グラフビュー" #: ../../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 "" "グラフビューは :guilabel:`パイプライン分析` ページのデフォルト選択です。棒グラフ、折れ線グラフ、円グラフのいずれかで分析結果を表示します。" #: ../../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 "" "このビューオプションは、各ステージにおけるリードの :guilabel:`件数` や、各 :guilabel:`販売担当者` " "に割当てられたリードのように、単純な関係を素早く視覚化して比較するのに便利です。" #: ../../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 "" "デフォルトでは、グラフは各グループのリードの :guilabel:`件数` を測定しますが、 :guilabel:`測定` " "ボタンをクリックし、ドロップダウンメニューから :ref:`他のオプションを選択 ` することで変更できます。" #: ../../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 "グラフビューは、分析を棒グラフ、折れ線グラフ、円グラフで表示します。" #: ../../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 "" "このビューで棒グラフを使用する場合、結果の内訳をより見やすくするために :guilabel:`積み上げ` " "オプションの選択を解除することを検討して下さい。" #: ../../content/applications/sales/crm/performance/win_loss.rst:311 #: ../../content/applications/sales/crm/performance/win_loss.rst:512 msgid "Pivot View" msgstr "ピボットビュー" #: ../../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 "" "ピボットビューには、分析結果が表として表示されます。既定では、表は販売パイプラインのステージ別に結果をグループ化し、 :guilabel:`見込収益` " "を測定します。" #: ../../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 "" "ピボットビューは、グラフビューで扱えるよりも詳細な数値を分析したり、データをスプレッドシートに追加して、Excelファイルのようにカスタム数式を設定したりするのに便利です。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Pivot View displays the analysis as a table." msgstr "ピボットビューは、分析を表として表示します。" #: ../../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 "ページの左上にある3つのアイコンは、以下の機能を果たします:" #: ../../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 "" " :guilabel:`ステージ`のグループ分けを削除することはできませんが、 " ":guilabel:`測定`ボタンをクリックし、別のオプションを選択することで測定値を変更することができます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:335 msgid "Cohort View" msgstr "コホートビュー" #: ../../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 "" "コホートビューでは、日、週、月、年を設定できる期間(コホート)として分析を表示します。デフォルトでは :guilabel:`週` が選択されています。" #: ../../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 "このビューオプションは、特にリードの成約にかかった時間を比較するのに便利です。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Cohort View displays the analysis as individual weeks of the year." msgstr "コホートビューでは、分析結果を1年ごとの週として表示します。" #: ../../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 "左から右へ、上から下へ、チャートの列は以下を表しています:" #: ../../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:`作成日`: この列の行は、検索条件に一致するレコードが存在する年の週を表します。" #: ../../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 "" " :guilabel:`週`に設定すると、 :guilabel:`W52 2023` " "というラベルの行は、2023年の第52週に発生した結果を意味します。" #: ../../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:`測定`: チャートの2列目は結果の計測値です。デフォルトでは :guilabel:`カウント` に設定されているが、 " ":guilabel:`測定` ボタンをクリックし、ドロップダウンメニューからオプションを選択することで変更することができます。" #: ../../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:`クローズ日 - 日/週/月/年ごと`: " "この列では、測定された結果のうち、何パーセントがその後の日/週/月/年にクローズされたかを見ることができます。" #: ../../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:`平均`: この行は列内の他の全ての行の平均を提供します。" #: ../../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 "" "ページ左上の :guilabel:`ダウンロード` アイコンをクリックすると、コホートビューをエクセルファイルとしてダウンロードすることもできます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:363 #: ../../content/applications/sales/crm/performance/win_loss.rst:537 msgid "List View" msgstr "リストビュー" #: ../../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 "" "リストビューには、検索条件に一致するすべてのリードの単一リストが表示されます。リードをクリックするとレコードが開き、詳しく確認することができます。リストの右上にある" " :guilabel:`フィルタ` アイコンをクリックすると、 :guilabel:`国` や :guilabel:`媒体` " "などの詳細情報をリストに追加することができます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:370 msgid "This view option is useful for reviewing many records at once." msgstr "この表示オプションは、一度に多くのレコードを確認するのに便利です。" #: ../../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 "リストビューには、検索条件に一致するすべてのレコードの単一リストが表示されます。" #: ../../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 "" " :guilabel:`⚙️ (歯車)` アイコンをクリックすると、Actions ドロップダウンメニューが開き、以下のオプションがあります:" #: ../../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:`レコードをインポート`: " "データのスプレッドシートをアップロードするためのページと、そのデータを簡単にフォーマットするためのスプレッドシートのテンプレートが開きます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:381 msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel." msgstr ":guilabel:`全てをエクスポート`: リストをエクセル用のxlsxファイルとしてダウンロードします。" #: ../../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:`ナレッジ`: *ナレッジ*アプリの記事のリストの表示、またはリンクを挿入します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:384 msgid "" ":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* " "app." msgstr ":guilabel:`ダッシュボード`: *ダッシュボード*アプリの*自分のダッシュボード*にリストを追加します。" #: ../../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:`スプレッドシート`: *ドキュメント*アプリ内のスプレッドシートにリストをリンク、または挿入します。" #: ../../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 "" "リストビューで :guilabel:`新規` " "をクリックするとリストが閉じ、*新規見積*ページが開きます。guilabel:`リード生成`をクリックすると、リード生成のポップアップウィンドウが開きます。どちらの機能もリストビューを操作するためのものではありません。" #: ../../content/applications/sales/crm/performance/win_loss.rst:396 #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:77 msgid "Create reports" msgstr "レポート作成" #: ../../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 "" " :ref:`パイプライン分析のナビゲート ` 方法を理解した後、 :guilabel:`パイプライン分析` " "ページを使って様々なレポートを作成し、共有することができます。あらかじめ用意されているオプションとカスタムのフィルターやグループ化の間で、ほとんど全ての組み合わせが可能です。" #: ../../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 "" "一度作成したレポートは、:ref:`お気に入りに保存したり、他のユーザと共有したり、ダッシュボードやスプレッドシートに追加`" " したりすることができます。" #: ../../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 " :guilabel:`パイプライン分析`ページを使って作成できるいくつかの一般的なレポートを以下に詳述します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:411 msgid "Win/Loss reports" msgstr "成約/失注レポート" #: ../../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 "" "成約/失注は、特定の期間において **成約** または **失注** " "とマークされた、パイプライン内の有効または以前に有効だったリードの計算です。案件損失よりも成約案件を計算することで、チームは、特定のチームやチームメンバ、特定のマーケティング媒体やキャンペーンなど、リードを売上に転換している主要業績評価指標(KPI)を明確にすることができます。" #: ../../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 "" "成約/失注レポートは、過去1年間のリードの成約または失注をフィルタリングし、パイプラインのステージごとに結果をグループ化します。このレポートを作成するには、カスタムフィルタを作成し、結果を" " :guilabel:`ステージ` でグループ化する必要があります。" #: ../../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 "成約/失注レポートの検索条件は、作成日、ステージ、有効が真偽です。" #: ../../content/applications/sales/crm/performance/win_loss.rst:432 msgid "Follow the steps below to create a win/loss report:" msgstr "以下の手順に従って、成約/失注レポートを作成して下さい:" #: ../../content/applications/sales/crm/performance/win_loss.rst:434 msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`." msgstr " :menuselection:`CRMアプリ --> レポ―ティング --> パイプライン`に移動します。" #: ../../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 "" ":guilabel:`パイプライン分析` ページで、検索バーの隣にある :guilabel:`⬇️ (下向き矢印)` " "アイコンをクリックすると、フィルタとグループ分けのドロップダウンメニューが開きます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu containing the filters for a basic win/loss report." msgstr "基本的な成約/失注レポートのフィルタを含む検索メニュー。" #: ../../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 "表示されたドロップダウンメニューの :guilabel:`グループ分` の下にある :guilabel:`ステージ` をクリックします。" #: ../../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 "" ":guilabel:`フィルタ` の下にある :guilabel:`カスタムフィルタを追加` をクリックすると、別のポップアップメニューが開きます。" #: ../../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 "" ":guilabel:`カスタムフィルタ追加` ポップアップメニューで、 :guilabel:`次の規則のいずれかに一致する:` " "セクションの最初のフィールドをクリックします。デフォルトでは、このフィールドには :guilabel:`国` が表示されます。" #: ../../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 "" "その最初のフィールドをクリックすると、多数のオプションから選択できるサブメニューが表示されます。このサブメニューから :guilabel:`有効` " "オプションを見つけて選択します。そうすることで、残りのフィールドに自動的に入力されます。" #: ../../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 "" "最初のフィールドは :guilabel:`有効` です。2番目のフィールドは :guilabel:`が` です。最後に、3番目のフィールドは " ":guilabel:`設定済` です。" #: ../../content/applications/sales/crm/performance/win_loss.rst:455 msgid "In total, the rule reads: :guilabel:`Active is set`." msgstr "全体で規則は、guilabel:`有効が設定済` となります。" #: ../../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 "" ":guilabel:`新しい規則` をクリックし、最初のフィールドを :guilabel:`有効` に、最後のフィールドを " ":guilabel:`未設定` に変更します。全体で規則は :guilabel:`有効が未設定` となります。" #: ../../content/applications/sales/crm/performance/win_loss.rst:458 #: ../../content/applications/sales/crm/performance/win_loss.rst:640 msgid "Click :guilabel:`Add`." msgstr ":guilabel:`追加` をクリック。" #: ../../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 "カスタムフィルタの追加]メニューには、(1)有効が設定済、(2)有効が未設定、の2つの規則が表示されます。" #: ../../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 "" "このレポートでは、\"成約\" or \"失注\"にかかわらず、リードの合計 :guilabel:`件数` " "をCRMパイプラインのステージごとにグループ化して表示するようになりました。レポートのセクションにカーソルを合わせると、そのステージのリード数が表示されます。" #: ../../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 "基本的な成約/失注レポートは、成約か失注かにかかわらず全てのリードをステージごとにグループ分けして表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:473 msgid "Customize win/loss reports" msgstr "成約/失注レポートのカスタマイズ" #: ../../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 "" ":ref:`成約/失注レポート` を作成したら、以下のオプションを使ってレポートをカスタマイズ下さい。" #: ../../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 "" "例えば、販売マネージャは、販売担当者や販売チームごとに成約/失注をグループ化し、誰が最も変換率が高いかを確認できます。あるいは、マーケティングチームは、広告宣伝が最も成功を収めた場所を特定するために、情報源や媒体ごとにデータをグループ化することもできます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:485 msgid "Filters and groups" msgstr "フィルタとグループ" #: ../../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 "" "さらにフィルタやグループを追加するには、検索バーの隣にある :guilabel:`⬇️ (下向き矢印)` " "アイコンをクリックし、ドロップダウンメニューから1つ以上のオプションを選択します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:490 msgid "Some useful options include:" msgstr "便利なオプションに以下があります:" #: ../../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:`作成日`: このフィルタを、直近30日や直近四半期など、異なる期間に調整することで、よりタイムリーな結果を得ることができます。" #: ../../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:`カスタムフィルタの追加`: このオプションをクリックし、ドロップダウンメニューの多数のオプションをスクロールすると、 " ":guilabel:`最終ステージ更新` や :guilabel:`失注理由` のような追加の検索条件が表示されます。" #: ../../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:`カスタムグループの追加--> 有効`: menuselection:`カスタムグループの追加 --> 有効` " "をクリックすると、結果が**成約**（:guilabel:`true`）または**失注**（:guilabel:`false`）に分けられます。これはリードがどの段階で" " **成約** または **失注** とマークされているかを示しています。" #: ../../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:`複数グルーピング`: :guilabel:`グループ分け` 選択を複数追加して、結果をより適切で管理しやすいまとまりに分割します。" #: ../../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 "" ":guilabel:`販売担当者` または :guilabel:`販売チーム` を追加すると、各 :guilabel:`ステージ` " "のリードの合計数が分割されます。" #: ../../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 "" ":guilabel:`媒体` や :guilabel:`ソース` を追加することで、どのマーケティング手法がより多くの売上に繋がるかが明確になります。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu open and the Won and Lost filters highlighted." msgstr "検索メニューが開き、成約と失注のフィルタが強調表示されます。" #: ../../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 "" "デフォルトでは、ピボットビューは成約/失注レポートを :guilabel:`ステージ` でグループ化し、 :guilabel:`見込収益` " "を測定します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:517 msgid "To flesh out the table:" msgstr "テーブルを肉付けするために:" #: ../../content/applications/sales/crm/performance/win_loss.rst:519 msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar." msgstr "検索バーの横にある :guilabel:`⬇️ (下向き矢印)` をクリックします。" #: ../../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 "" "ポップアップメニューの :guilabel:`ステージ` のグループ化を :guilabel:`販売担当者` や :guilabel:`媒体` " "のように置換えます。" #: ../../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 " :guilabel:`測定` ボタンをクリックし、:guilabel:`件数` をクリックしてリード数をレポートに追加します。" #: ../../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 "" "ピボットビューに便利なその他の指標には、 :guilabel:`割当てまでの日数` や :guilabel:`クローズまでの日数` があります。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "A win/loss report in Pivot View displays the data in table form." msgstr "ピボットビューの成約/失注レポートは、データを表形式で表示します。" #: ../../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 "" "ピボットビューで、レポートに :guilabel:`重複グループ` が含まれているため、:guilabel:`スプレッドシートに挿入` " "ボタンがグレーアウトすることがあります。これを修正するには、検索バーの :guilabel:`ステージ` グループ化を別のオプションに置換えて下さい。" #: ../../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 "リストビューでは、成約/失注レポートが全てのリードを1ページに表示します。" #: ../../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 "" "リストをより整理するには、検索バーの横にある :guilabel:`⬇️ (下向き矢印)` " "をクリックし、関連するグループ分けを追加するか、既存のグループ分けを再編成して下さい。ネストの順番を入替えるには、全ての " ":guilabel:`グループ分` オプションを削除して、希望の順番で追加し直して下さい。" #: ../../content/applications/sales/crm/performance/win_loss.rst:545 msgid "To add more columns to the list:" msgstr "リストに列を追加するには:" #: ../../content/applications/sales/crm/performance/win_loss.rst:547 msgid "Click the :guilabel:`Filters` icon in the top-right of the page." msgstr "ページ右上の :guilabel:`フィルタ` アイコンをクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:548 msgid "" "Select options from the resulting drop-down menu. Some useful filters " "include:" msgstr "ドロップダウンメニューからオプションを選択します。便利なフィルタには次のようなものがあります:" #: ../../content/applications/sales/crm/performance/win_loss.rst:550 msgid "**Campaign**: Shows the marketing campaign that originated each lead." msgstr "**キャンペーン**: 各リードを発生させたマーケティングキャンペーンを表示します。" #: ../../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 "**媒体**: マーケティング媒体(バナー、ダイレクト、Eメール、Googleアドワーズ、電話、ウェブサイトなど)を表示します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:553 msgid "" "**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search " "Engine, etc.)." msgstr "**ソース**： 各リードのソース(ニュースレター、リードリコール、サーチエンジンなど)を表示します。" #: ../../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 "リストビューの成約/失注レポートでは、全てのリードが見やすいリストで表示されます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:562 msgid "Save and share reports" msgstr "レポートの保存と共有" #: ../../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 "" ":ref:`レポートを作成` " "した後、検索条件を保存することができるので、今後レポートを再度作成する必要がありません。保存された検索結果は、レポートを開くたびに自動的に更新されます。" #: ../../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 "" "さらに、レポートを他の人と共有したり、スプレッドシートやダッシュボードに追加して、よりカスタマイズしやすくしたり、アクセスしやすくしたりすることもできます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:573 msgid "Save to Favorites" msgstr "お気に入りに保存" #: ../../content/applications/sales/crm/performance/win_loss.rst:575 msgid "To save a report for later:" msgstr "レポートを後のために保存するには:" #: ../../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 "" " :guilabel:`パイプライン分析`ページで、検索バーの隣にある :guilabel:`⬇️ (下矢印)` アイコンをクリックします。" #: ../../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 "" "表示されたドロップダウンメニューの :guilabel:`お気に入り` の下にある :guilabel:`現在の検索を保存` をクリックします。" #: ../../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 "次に表示されるドロップダウンメニューで、レポートの名前を入力します。" #: ../../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 "" ":guilabel:`デフォルトフィルタ` ボックスをチェックすると、 :guilabel:`パイプライン分析` " "ページにアクセスしたときに、このレポートがデフォルトの分析として設定されます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:585 msgid "" "Checking the :guilabel:`Shared` box makes this report available to other " "users." msgstr " :guilabel:`共有済`ボックスをチェックすると、このレポートを他のユーザが利用できるようになります。" #: ../../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 "最後に :guilabel:`保存` をクリックします。これでレポートは :guilabel:`お気に入り` の見出しの下に保存されます。" #: ../../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 "お気に入り見出の下にある”現在の検索を保存”をクリックし、後で使用するためにレポートを保存します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:594 msgid "Add to a Spreadsheet" msgstr "スプレッドシートに追加" #: ../../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 "" "スプレッドシートにレポートを挿入すると、レポートのコピーが保存されるだけでなく、Excelファイルのようにグラフや数式を追加することができます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:599 msgid "To save a report as a spreadsheet:" msgstr "レポートをスプレッドシートとして保存するには" #: ../../content/applications/sales/crm/performance/win_loss.rst:601 msgid "**In Graph or Pivot View**:" msgstr "**グラフまたはピボットビュー**:" #: ../../content/applications/sales/crm/performance/win_loss.rst:603 msgid "Click the :guilabel:`Insert in spreadsheet` button." msgstr " :guilabel:`スプレッドシートに挿入`ボタンをクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:604 msgid "In the pop-up menu that appears, click :guilabel:`Confirm`." msgstr "表示されるポップアップメニューで、 :guilabel:`確認` をクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:606 msgid "**In Cohort or List View**:" msgstr "**コホートまたはリストビュー**:" #: ../../content/applications/sales/crm/performance/win_loss.rst:608 msgid "Click the :guilabel:`⚙️ (gear)` icon." msgstr " :guilabel:`⚙️（歯車）`アイコンをクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:609 msgid "" "In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`." msgstr "表示されるドロップダウンメニューで、:guilabel:`スプレッドシート`にカーソルを合わせます。" #: ../../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 "" "次のドロップダウンメニューで、 :guilabel:`スプレッドシートに挿入` または :guilabel:`スプレッドシートにリンク` " "のいずれかをクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:613 msgid "Saved reports are viewable in the *Documents* app." msgstr "保存されたレポートは*ドキュメント*アプリで閲覧可能です。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Pivot View reports especially benefit from being inserted in spreadsheets." msgstr "ピボットビューレポートは、スプレッドシートに挿入することで特に便利です。" #: ../../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 "" "スプレッドシートを変更して数式を追加した後、スプレッドシート全体をダッシュボードに追加することを検討しましょう。この方法を使用すると、スプレッドシートを" " :guilabel:`自分のダッシュボード` だけでなく、公開ダッシュボードに追加することができます。" #: ../../content/applications/sales/crm/performance/win_loss.rst:624 msgid "Click :menuselection:`File --> Add to dashboard`." msgstr " :menuselection:`ファイル --> ダッシュボードに追加`をクリックします。" #: ../../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 "" "表示されるポップアップメニューで、スプレッドシートに名前を付け、レポートを格納する :guilabel:`ダッシュボードセクション` を選択します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:627 msgid "Click :guilabel:`Create`." msgstr " :guilabel:`作成`をクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:629 msgid "Add to a Dashboard" msgstr "ダッシュボードに追加" #: ../../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 "" "ダッシュボードにレポートを追加すると、後でそれを保存し、 :guilabel:`マイダッシュボード`の他の部分と一緒に簡単に表示できるようになります。" #: ../../content/applications/sales/crm/performance/win_loss.rst:634 msgid "To add a report to :guilabel:`My dashboard`:" msgstr " :guilabel:`マイダッシュボード`にレポートを追加します:" #: ../../content/applications/sales/crm/performance/win_loss.rst:636 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` " "icon." msgstr " :guilabel:`パイプライン分析`ページで、 :guilabel:`⚙️（歯車）`アイコンをクリックします。" #: ../../content/applications/sales/crm/performance/win_loss.rst:637 msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`." msgstr "表示されたドロップダウンメニューで :guilabel:`ダッシュボード` にカーソルを合わせます。" #: ../../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 "" " " ":guilabel:`ダッシュボードに追加`ドロップダウンメニューで、レポートの名前を入力します(デフォルトでは、:guilabel:`パイプライン`という名前になっています)。" #: ../../content/applications/sales/crm/performance/win_loss.rst:642 msgid "To view a saved report:" msgstr "保存済レポートを見るには:" #: ../../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 "メインアプリページに戻り、 :menuselection:`ダッシュボードアプリ --> 自分のダッシュボード` に移動します。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "To access the saved report, open the Dashboard app and click My Dashboard." msgstr "保存されたレポートにアクセスするには、ダッシュボードアプリを開き、毎ダッシュボードをクリックします。" #: ../../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 "パイプラインを整理" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "失注案件を管理" #: ../../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 "失注ボタンが強調された案件レコードの上部からのボタン。" #: ../../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 "失注理由のポップアップに理由のサンプルが表示されます。" #: ../../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 "失注理由の作成/編集" #: ../../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 "" "新しい失注理由を作成、または既存の失注理由を編集するには、 :menuselection:`CRM アプリ --> 設定 --> 失注理由` " "に移動します。" #: ../../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 "完了したら、 :guilabel:`保存` をクリックします。" #: ../../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 "失注フィルタが強調された検索バー。" #: ../../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 "失注理由に追加されたカスタムフィルタつきの検索バー。" #: ../../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 "失注案件を復元する" #: ../../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 "復元ボタンを強調した失注案件" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:145 msgid "Restore multiple opportunities at once" msgstr "一度に複数の案件を復元する" #: ../../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 "" "複数の案件を一度に復元するには、*CRM* アプリのメイン :guilabel:`パイプライン` ダッシュボードに移動し、 " ":guilabel:`フィルタ` ドロップダウンメニューを開き、 :guilabel:`失注` オプションを選択します。" #: ../../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 "アーカイブ解除オプションが強調されたリストビューのアクションボタン。" #: ../../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 "リードを失注としてマーク" #: ../../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 "次に、リードの詳細フォームの上部にある :guilabel:`失注` をクリックします。" #: ../../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 "" "失注リードの詳細フォームから、左上の :guilabel:`復元` をクリックします。そうすることで、リードフォームから赤い " ":guilabel:`失注` バナーが消え、リードが復元されたことを示します。" #: ../../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 "販売チームダッシュボード" #: ../../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 "案件をマージする際、情報は失われません。もう一方の案件からのデータは、参照できるようにチャターと情報フィールドに記録されます。" #: ../../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 "" "これらのフィールドの下に、マージするリード/案件が関連情報と共にリストされます。選択したリード/案件をマージするには、 :guilabel:`マージ` " "をクリックして下さい。" #: ../../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 "リードの割当と追跡" #: ../../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 "グループ化" #: ../../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 "予測リードスコアリングによるリードの割当" #: ../../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 "" "Odoo *CRM* " "アプリはリード/案件を自動的に販売チームや販売担当者に割当ることができます。標準的なプラクティスは、各リードの成約確度に基づいてリードを割当ることです。企業は適切な販売担当者にリードを迅速に割当ることで、取引成功の可能性が高いリードに優先順位をつけることができます。" #: ../../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は *予測リードスコアリング* と呼ばれる方法で、各リードの成約確度を自動的に計算します。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "予測リードスコアリング" #: ../../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 "リードスコアリングは、Odoo *CRM* の履歴データを使用して、オープンリード/案件をスコアリングする機械学習モデルです。" #: ../../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 "" "企業がCRMパイプラインを通して案件を処理する際、Odooは案件の成約と失注に関するデータを収集します。予測リードスコアリングはこのデータを使って、各新規リードや案件の成約確度を予測します。" #: ../../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 "CRMパイプラインに送られる案件が多ければ多いほど、Odooはより多くのデータを収集し、より正確な確率を得ることができます。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "具体的には、Odooの予測リードスコアリングは *単純ベイズ* 確度モデルを使用しています:" #: ../../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 "各案件の成約確度は、案件フォームに表示され、案件がCRMパイプラインを進むにつれて自動的に更新されます。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The probability of success displayed on the opportunity form." msgstr "案件フォームに表示される成約確度。" #: ../../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 "案件が次のステージに進むと、その成約確度は予測リードスコアリングアルゴリズムに従って自動的に上昇します。" #: ../../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 "リードスコアリングはOdoo *CRM* で常に有効です。ただし、成約確度の計算に使用する変数は設定でカスタマイズすることができます。" #: ../../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 "" "予測リードスコアリングで使用する変数をカスタマイズするには、 :menuselection:`CRM --> 設定 --> 管理設定` " "に進みます。guilabel:`予測リードスコアリング` の下にある、:guilabel:`確度を更新` ボタンをクリックします。" #: ../../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 "次に、ドロップダウンメニューをクリックして、予測リードスコアリング機能が考慮する変数を選択します。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "予測リードスコアリング設定の確度を更新ウィンドー。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "以下の変数はいくつでも有効にできます:" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`州・都道府県`: 案件が発生した地理的な州・都道府県。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`国`: 案件が発生した地理的な国。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr ":guilabel:`電話品質`: 案件に電話番号が記載されているかどうか。" #: ../../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:`Eメール品質`: 案件にEメールアドレスが記載されているかどうか。" #: ../../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:`ソース`: 案件の発生源(検索エンジンやソーシャルメディアなど)。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`言語`: 案件で指定された対話言語" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`タグ`: 案件に付けられたタグ" #: ../../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 "" "変数 `ステージ` と `チーム` は常に有効です。 `Stage` は、案件が CRM " "のパイプラインステージにあることを意味します。`チーム`は、案件に割当てられた販売チームを意味します。予測リードスコアリングは、どのオプション変数が選択されているかに関わらず、常にこの2つの変数を考慮します。" #: ../../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 "" "次に、オプション :guilabel:`以下の時点で作成されたリードを考慮する:` " "の隣にある日付フィールドをクリックし、予測リードスコアリングの計算を開始する日付を選択します。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "最後に :guilabel:`確認` をクリックして変更を保存します。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "手動で確度を変更します" #: ../../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 "案件の成功確度は、案件フォームで手動で変更できます。確度の数字をクリックして編集します。" #: ../../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 "" "確度を手動で変更すると、その案件に対する確度の自動更新が削除されます。案件がパイプラインの各ステージに移動すると、確度は自動的に更新されなくなります。" #: ../../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 "自動確度を再び有効にするには、確率のパーセンテージの隣にある歯車のアイコンをクリックします。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The gear icon used to reactivate automatic probability on an opportunity " "form." msgstr "歯車のアイコンは、案件フォームの自動確度を再有効化するために使用されます。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "確度に基づいてリードを割当てる" #: ../../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* " "は、指定された規則に基づいてリード/案件を販売チームや販売担当者に割当てることができます。リードの成約確度に基づいて割当て規則を作成し、成約につながる可能性の高いリードを優先的に割当てることができます。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "ルールに基づいた割当を設定する" #: ../../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 "" "*ルールに基づいた割当* を有効にするには、 :menuselection:`CRM --> 設定 --> 管理設定`に移動し、 " ":guilabel:`ルールに基づいた割当` を有効にします。" #: ../../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 "" "ルールに基づいた割当機能は :guilabel:`手動` (Odooユーザが手動で割当を開始)、または :guilabel:`繰返し` " "(選択した期間に従って自動的に割当を開始)に設定できます。つまり、Odooは選択した期間に従って自動的に割当を開始します。" #: ../../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 "" "リードの自動割当を設定するには、:guilabel:`実行中`セクションで:guilabel:`繰返し` を選択します。次に " ":guilabel:`以下ごとに繰返` セクションで、Odooが自動割当てをトリガする頻度をカスタマイズします。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "CRM設定のルールに基づいた割当て設定。" #: ../../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 "" "ルールに基づいた割当てが :guilabel:`繰返し` 実行されるように設定されている場合でも、 :guilabel:`ルールに基づいた割当て` " "設定にある円形の矢印アイコンを使って(または営業チーム設定ページの :guilabel:`リードの割当` " "ボタンを使って)手動で割当をトリガすることができます。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "割当てルールを設定する" #: ../../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 "" "次に、販売チームや販売担当者ごとに *割当ルール* を設定します。これらのルールはOdooがどのリードをどの担当者に割当るかを決定します。まずは " ":menuselection:`CRM --> 設定 --> 販売チーム` に移動し、販売チームを選択します。" #: ../../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 "" "販売チーム設定フォームの :guilabel:`割当ルール` の下にある :guilabel:`ドメインの編集` " "をクリックして、この営業チームのリード割当てを決定するためにOdooが使用するルールを設定します。ルールはこの会社やチームに関連するものであれば何でも設定でき、いくつでも追加できます。" #: ../../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 "" ":guilabel:`フィルタを追加`をクリックして割当ルールの作成を開始します。割当ルールの右にある :guilabel:`+` " "記号をクリックすると、もう一行追加されます。行を削除するには :guilabel:`x` 記号をクリックします。" #: ../../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 "" "案件の成功確率に基づいて割当ルールを作成するには、割当ルール行の左端のドロップダウンメニューをクリックし、:guilabel:`確度`を選択します。" #: ../../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 "" "真ん中のドロップダウンメニューから、必要な方程式の記号を選択します。ほとんどの場合、*が次より大きい*、*が次より小さい*、*が次以上*、または*が次以下*の記号です。" #: ../../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 "右端のスペースに、希望する確度の数値を入力します。最後に :guilabel:`保存` をクリックして変更を保存します。" #: ../../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 "" "販売チームが成約確度20%以上のリードを受け取るように割当ルールを設定するには、 :guilabel:`ドメイン`行を作成して下さい:`確度 >= " "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 "販売チームのドメインは20％以上の確度に設定されています。" #: ../../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 "" "個々のチームメンバに対して個別の割当ルールを設定することもできます。販売チームの設定ページから、 :guilabel:`メンバ` " "タブでチームメンバをクリックし、 :guilabel:`ドメイン` セクションを編集します。guilabel:`保存` をクリックして変更を保存します。" #: ../../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 "" "設定でリードの自動割当が設定されている場合、販売チームと個々のチームメンバの両方に :guilabel:`自動割当をスキップする` " "オプションがあります。このボックスにチェックを入れると、Odooのルールに基づいた割当機能により、特定の販売チームまたは販売担当者にリードが自動割当されなくなります。:guilabel:`自動割当をスキップ`" " が有効になっている場合でも、販売チームまたは販売担当者は手動でリードを割当られます。" #: ../../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 "" "この販売チームに手動でリードを割当るには、販売チーム設定ページの上部にある :guilabel:`リードを割当` " "ボタンをクリックして下さい。これにより、現在未割当で、このチームの指定ドメインに一致するリードが割当られます。" #: ../../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 "リセラー" #: ../../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 "メンバー" #: ../../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 "会員プロダクト" #: ../../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 "" "また、無料会員資格を提供するには、連絡先フォームの :guilabel:`会員資格` タブの :guilabel:`無料会員` " "チェックボックスにチェックを入れて下さい。" #: ../../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 "POS" #: ../../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 "" "**Odoo POS** " "で店舗やレストランを簡単に経営しましょう。このアプリはウェブブラウザがあればどのデバイスでも動作し、一時的にオフラインの状態でもご利用頂けます。プロダクトの移動は自動的に在庫に登録され、リアルタイムの統計を取得し、データは全ての店舗で統合されます。" #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "" "`Odooチュートリアル: POSチュートリアル `_" #: ../../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 "セッションを開始" #: ../../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 "" "**POSダッシュボード** から、 :guilabel:`新規セッション` をクリックし、 :guilabel:`開始現金管理` 画面で、 " ":guilabel:`セッション開始` をクリックしてPOSセッションを開始します。" #: ../../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:`複数のユーザ` " "が同時に同じセッションにログインすることができます。ただし、同じブラウザ上では１つのセッションしか開くことはできません。" #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "プロダクトの販売" #: ../../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 "" "プロダクトをクリックしてカートに入れます。**数量** を変更するには、:guilabel:`数量` " "をクリックし、キーパッドでプロダクト数を入力して下さい。**値引** を追加したり、プロダクトの **価格** を変更するには、それぞれ " ":guilabel:`% 値引` または :guilabel:`価格` をクリックし、金額を入力して下さい。" #: ../../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 "" "オーダが完了したら、 :guilabel:`支払` をクリックしてチェックアウトに進みます。**支払方法** を選択し、受取った金額を入力して " ":guilabel:`検証` をクリックします。:guilabel:`新規オーダ` をクリックし、次の顧客へ進みます。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "POSセッションインターフェイス" #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "キーボードの `,` と `.` は小数点の区切り文字として使用できます。" #: ../../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 "支払方法を選択せずに金額を入力した場合、デフォルトで **現金** が選択されます。" #: ../../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 "" "システムで読み込めるプロダクトの数は限られています。希望のプロダクトが自動的に読み込まれない場合は、:guilabel:`更に検索` " "をクリックして下さい。" #: ../../content/applications/sales/point_of_sale.rst:56 msgid "Set customers" msgstr "顧客の設定" #: ../../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 "" "顧客を登録することは、 :doc:`ロイヤルティポイントを回収して特典を与える`、 " ":doc:`属性付き価格表を自動的に適用する`、または " ":ref:`請求書を生成して印刷する` ために必要です。" #: ../../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 "" "顧客は :ref:`POSセッションを開く ` から :menuselection:`顧客 --> 作成` " "をクリックし、連絡先情報を入力することで作成できます。また、バックエンドから :menuselection:`POS --> オーダ --> 顧客` " "に行き、 :guilabel:`新規` をクリックして顧客を作成することもできます。その後、情報を入力して保存します。" #: ../../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 "" "オーダ中に顧客を設定するには、POSインターフェースの :guilabel:`顧客` をクリックして顧客リストにアクセスします。また、支払画面で " ":guilabel:`顧客` をクリックして顧客を設定することもできます。" #: ../../content/applications/sales/point_of_sale.rst:75 msgid "Customer notes" msgstr "顧客メモ" #: ../../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 "" ":ref:`POSセッション` から直接、特定のプロダクトに関する **顧客メモ** " "を追加することができます。例えば、クリーニングや整備のヒントとなります。また、プロダクトを組み立ててほしくないなど、顧客の特別な要望を追跡するために使用することもできます。" #: ../../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 "" "そのためには、プロダクトを選択し、パッドの :guilabel:`顧客メモ` " "をクリックします。ポップアップウィンドウが開き、メモの内容を追加または変更することができます。" #: ../../content/applications/sales/point_of_sale.rst:85 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr "" ":doc:`インポート済販売オーダ ` " "のプロダクトメモは、カート内で同じように表示されます。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "顧客メモボタンとカート内のプロダクトのメモ(販売オーダとPOSセッション)" #: ../../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 "顧客メモは、カート内の関連プロダクトの下に表示されるのと同様に、顧客の領収書や請求書に表示されます。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "販売オーダからのメモと顧客メモ機能による顧客レシート" #: ../../content/applications/sales/point_of_sale.rst:100 msgid "Return and refund products" msgstr "プロダクトの返品と返金" #: ../../content/applications/sales/point_of_sale.rst:102 msgid "To return and refund a product," msgstr "プロダクトを返品・返金するには" #: ../../content/applications/sales/point_of_sale.rst:104 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr ":ref:`POSダッシュボード**からセッション`を開始します;" #: ../../content/applications/sales/point_of_sale.rst:105 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr ":guilabel:`返金` をクリックし、該当するオーダを選択します;" #: ../../content/applications/sales/point_of_sale.rst:106 msgid "select the product and the quantity to refund using the keypad;" msgstr "キーパッドで返金するプロダクトと数量を選択します;" #: ../../content/applications/sales/point_of_sale.rst:107 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "guilabel:`返金` をクリックすると前の画面に戻ります;" #: ../../content/applications/sales/point_of_sale.rst:108 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "オーダが完了したら、:guilabel:`支払` をクリックして返金に進みます;" #: ../../content/applications/sales/point_of_sale.rst:109 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr ":guilabel:`検証` と :guilabel:`新規オーダ` をクリックして次の顧客に進みます。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "POSからの返金ビュー" #: ../../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 "" "検索バーを使って、 :guilabel:`領収書番号`、 :guilabel:`日付`、 :guilabel:`顧客` で**オーダリスト** " "をフィルタリングすることができます。" #: ../../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 "" "また、オープンセッションから返品されたプロダクトを選択し、返品されたプロダクトの数と等しいマイナスの数量を設定することで、プロダクトを返金することもできます。そのためには、:guilabel:`数量`と:guilabel:`+/-`" " の後に返品プロダクトの数量をクリックして下さい。" #: ../../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 "現金レジの管理" #: ../../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 "" "レジで現金を追加したり引出したりするには、画面右上の **メニューアイコン**と :guilabel:`現金入金/出金` をクリックします。" #: ../../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 "" "POSセッションを閉じたり、バックエンドにアクセスしたり、現金を引出したりオーダを確認したりするためのドロップダウン\n" "メニュー。" #: ../../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 "" "そうするとポップアップウィンドウが開き、 :guilabel:`現金入金` または :guilabel:`現金出勤` を選択し、金額と理由を入力して " ":guilabel:`確認` をクリックします。" #: ../../content/applications/sales/point_of_sale.rst:142 msgid "Close the POS session" msgstr "POSセッションを終了する" #: ../../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 "セッションを終了するには、画面右上の**メニューアイコン**をクリックし、 :guilabel:`セッション終了` をクリックします。" #: ../../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 "そうすると :guilabel:`終了管理` ポップアップ画面が開きます。この画面から様々な情報を得ることができます:" #: ../../content/applications/sales/point_of_sale.rst:150 msgid "" "the number of orders made and the total amount made during the session;" msgstr "セッション中に行われたオーダの数と合計金額;" #: ../../content/applications/sales/point_of_sale.rst:151 msgid "the expected amounts grouped by payment method." msgstr "支払方法ごとにグループ化された見込金額。" #: ../../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 "" "このウィンドウを閉じる前に、電卓アイコンを使用して現金を数えます。そうするとポップアップウィンドウが開き、手動で数えて追加した硬貨と紙幣に応じて、レジ引出しの合計金額を計算します。その後、" " :guilabel:`確認` または :guilabel:`破棄` をクリックしてウィンドウを閉じます。計算された金額は " ":guilabel:`カウント済` 列に設定され、 :guilabel:`お金詳細` は **メモ** セクションに指定されます。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "POSセッション終了方法" #: ../../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 "金額の確認が終わったら、:guilabel:`セッションを終了` をクリックして閉じ、**POSダッシュボード** に戻ります。" #: ../../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 "セッションを閉じずにバックエンドに到達するには、ドロップダウンメニューの :guilabel:`バックエンド` をクリックします。" #: ../../content/applications/sales/point_of_sale.rst:168 msgid "To abort, click :guilabel:`Discard` on the pop-up window." msgstr "中止するには、ポップアップウィンドウの :guilabel:`廃棄` をクリックします。" #: ../../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 "" "設定によっては、見込現金売上と集計された現金が等しい場合のみ、セッションを閉じることができます。そうでない場合にも終了するには、 " ":guilabel:`支払差額` 画面の :guilabel:`OK` をクリックして下さい。" #: ../../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 "一日の終わりにPOSセッションを終了することを強くお勧めします。" #: ../../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 "過去の全てのセッションを見るには、 :menuselection:`POS --> オーダ --> セッション` にアクセスして下さい。" #: ../../content/applications/sales/point_of_sale/combos.rst:3 msgid "Product combos" msgstr "プロダクトコンボ" #: ../../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 "**プロダクトコンボ** 機能により、ユーザは単一プロダクトの組み合わせオプションを定義し、管理することができます。" #: ../../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 "" "レストランのコンテキストでは、ユーザが複数の選択肢からメニューを作成することができます。例えば、ユーザはメインディッシュを定義し、顧客がメインディッシュと組み合わせることができるサイドディッシュ、ドリンク、デザートの様々なオプションを指定することができます。" #: ../../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 "小売業では、この機能により、複数のプロダクトから選択して組み合わせるプロダクトセットを作成することができます。" #: ../../content/applications/sales/point_of_sale/combos.rst:18 msgid "First, you need to create combination choices. To do so:" msgstr "まず、組み合わせの選択肢を作る必要があります。そのためには:" #: ../../content/applications/sales/point_of_sale/combos.rst:20 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Product Combos` and " "click :guilabel:`New`." msgstr "" ":menuselection:`POS --> プロダクト --> プロダクトコンボ` に行き、:guilabel:`新規` をクリックします。" #: ../../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 "" "コンボに名前を付け、 :guilabel:`明細追加` をクリックして顧客に選択してもらうプロダクトを追加します。また、 " ":guilabel:`追加価格` 列に各オプションの追加価格を含めることができます。" #: ../../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 "参考として、選択されたプロダクトの元の価格が :guilabel:`元の価格` 列に表示されます。" #: ../../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 "次に、コンボの選択肢を集めるために特定のプロダクトを作成する必要があります。そのためには:" #: ../../content/applications/sales/point_of_sale/combos.rst:34 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Products` and click " ":guilabel:`New`." msgstr ":menuselection:`POS --> プロダクト --> プロダクト`に行き、:guilabel:`新規` をクリックします。" #: ../../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 "" ":guilabel:`プロダクトタイプ` を :guilabel:`コンボ` に設定し、:guilabel:`一般情報` タブを入力します。" #: ../../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 "" "コンボプロダクトの販売価格は固定されており、含まれるアイテムの個別価格やコンボアイテムの数量によって変動することはありません。コンボプロダクトの価格は、コンボの選択肢の作成時にオプションで定義された追加価格、またはアイテムの1つのバリエーションに追加価格が指定されている場合にのみ影響を受けます。" #: ../../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 "" ":guilabel:`コンボ選択` タブに移動し、:guilabel:`明細追加` をクリックし、追加する組合せを選択します。ポップアップウィンドウの " ":guilabel:`新規` をクリックして、このステップで新しい組合わせを作成することもできます。" #: ../../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 "コンボを作成してプロダクトに追加したら、小売店やレストランでコンボを販売することができます。" #: ../../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 "実際に使う" #: ../../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 "" ":ref:`POSセッション` " "を開き、コンボプロダクトを選択します。オプションを選択し、:guilabel:`オーダに追加` " "をクリックします。追加価格は関連する選択肢の下に表示されます。" #: ../../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 "" "一般的なPOS設定にアクセスするには、 :menuselection:`POS --> 設定 --> 管理設定` に進みます。次に、 " ":guilabel:`POS` フィールドのドロップダウンメニューを開き、設定するPOSを選択します。" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "アプリの設定でPOSを選択するドロップダウンメニュー" #: ../../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 "" "ダッシュボードからPOSカードの縦三点リードボタン (:guilabel:`⋮`) " "をクリックして、いくつかの設定を行うこともできます。そうするとポップアップウィンドウが開き、以下のことができます:" #: ../../content/applications/sales/point_of_sale/configuration.rst:27 msgid ":doc:`Enable multiple employees to log in. `" msgstr ":doc:`複数の従業員がログインできるようにする `" #: ../../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:`ePOSプリンタの接続と設定`" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "POSでのクイック設定へアクセスするポップアップウィンドウ" #: ../../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 "プロダクトを利用可能にする" #: ../../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 "POSでプロダクトを利用可能にします。" #: ../../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 "ePOSプリンタ用自己署名証明書" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7 msgid "" "To work with Odoo, some printer models that can be used without an :doc:`IoT" " 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 "" "ブラウザウィンドウを閉じると接続は失われます。そのため、このメソッドは**回避策**として、または :ref:`指示に従う " "` の前提条件としてのみ使用して下さい。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "Generate, export, and import self-signed certificates" msgstr "自己署名証明書の生成、エクスポート、インポート" #: ../../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 "継続的なソリューションのためには、**自己署名証明書**を生成し、エクスポートしてブラウザにインポートする必要があります。" #: ../../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 "" "SSL証明書の生成は **一度のみ** 行って下さい。別の証明書を作成すると、前の証明書を使用しているデバイスはHTTPSアクセスを失うことになります。" #: ../../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 "自己署名証明書の生成" #: ../../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 "" "ePOSのIPアドレス(例えば`https://192.168.1.25`)に移動し、 :guilabel:`詳細` と :guilabel:` " "[IPアドレス] (安全でない)へプロセス` をクリックして強制的に接続します。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "Google Chromeの接続プライバシーに関する警告ページ" #: ../../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 "Google Chrome, Windows 10の警告ページ" #: ../../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 "" "次に、プリンタの認証情報を使用してサインインし、ePOSプリンタ設定にアクセスします。サインインするには、 :guilabel:`ID` フィールドに " "`epson` と入力し、 :guilabel:`パスワード` フィールドにプリンタのシリアル番号を入力します。" #: ../../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 "" ":guilabel:`認証` セクションの :guilabel:`証明書リスト` をクリックし、 :guilabel:`作成` をクリックして新しい " "**自己署名証明書** を生成します。:guilabel:`共通名` " "は自動的に入力されるはずです。そうでない場合は、プリンタのIPアドレス番号を入力します。:guilabel:`有効期間` " "フィールドで証明書の有効期間を選択し、 :guilabel:`作成` をクリックして :guilabel:`リセット` " "または手動でプリンタを再起動します。" #: ../../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 "" "自己署名証明書が生成されます。ページをリロードし、 :guilabel:`セキュリティ` セクションの :guilabel:`SSL/TLS` " "をクリックして、 :guilabel:`サーバ証明書` セクションで **自己署名証明書** が正しく選択されていることを確認します。" #: ../../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 "自己署名証明書のエクスポート" #: ../../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 "" "エクスポートプロセスは :abbr:`OS (オペレーティングシステム)` " "とブラウザに大きく依存します。まず、ウェブブラウザでePOSプリンタの設定にアクセスし、IPアドレス(例：`https://192.168.1.25`)に移動します。次に、**自己署名証明書を生成するタブ**で説明したように、強制的に接続します。" #: ../../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 "もし **Googleクローム**を使用している場合、" #: ../../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 "検索バーの横にある :guilabel:`安全ではない` と :guilabel:`証明書が有効ではありません` をクリックして下さい;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "Google Chromeブラウザで、プリンタへの接続が安全でないボタンが表示されます。" #: ../../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 "guilabel:`詳細`タブを開き、:guilabel:`エキスポート`をクリックします;" #: ../../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 "ファイル名の末尾に`.crt`を追加し、正しい拡張子であることを確認して下さい;" #: ../../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 "ポップアップウィンドウの下部にある :guilabel:`Base64-ASCIIエンコード済、単一証明書` を選択します;" #: ../../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 "保存すると、証明書がエクスポートされます。" #: ../../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 "" "証明書の末尾が拡張子 `.crt` であることを確認して下さい。そうしないと、インポート処理中にブラウザによってはファイルが表示されないことがあります。" #: ../../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 "もし **Mozilla Firefox**使用している場合、" #: ../../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 "アドレスバーの左にある**時計の形をした**アイコンをクリックします;" #: ../../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 "" ":menuselection:`接続が安全ではない --> 詳細情報 --> セキュリティタブ --> 証明書を見る`にアクセスして下さい;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "Mozilla Firefoxブラウザの接続が安全ではありませんボタン" #: ../../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 ":guilabel:`その他`セクションまでスクロールダウンして下さい;" #: ../../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 "guilabel:`ダウンロード`セクションの :guilabel:`PEM (cert)` をクリックします;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102 msgid "Import a self-signed certificate" msgstr "自己署名証明書のインポート" #: ../../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 "インポート処理は :abbr:`OS (Operating System)`とブラウザに大きく依存します。" #: ../../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は証明書を管理しているため、自己署名証明書はブラウザではなく証明書ファイルからインポートする必要があります。そのためには" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "Windowsのファイルエクスプローラを開き、ダウンロードした認証ファイルを探します;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "証明書ファイルを右クリックし、:guilabel:`証明書をインストール`をクリックします;" #: ../../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 "" "guilabel:`現在のユーザ`またはすべてのユーザ(:guilabel:`ローカルマシン`)のために、証明書をインストールする場所とユーザを選択します。次に" " :guilabel:`次へ` をクリックします; " #: ../../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 "" " `証明書ストア`スクリーンで、 " ":guilabel:`全ての証明書を以下のストアに配置`をチェックし、:guilabel:`ブラウズ...`をクリックして:guilabel:`信頼できるルート証明機関`を選択します;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "guilabel:`終了`をクリックし、ポップアップするセキュリティウィンドウを受け入れます;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "restart the computer to make sure that the changes are applied." msgstr "コンピュータを再起動して、変更が適用されていることを確認して下さい。" #: ../../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 "Chromeを開く;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 msgid "" "go to :menuselection:`Settings --> Privacy and security --> Security --> " "Manage certificates`;" msgstr " :menuselection:`管理設定 --> プライバシーとセキュリティ --> セキュリティ --> 証明書の管理`;に行きます" #: ../../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 "" " :guilabel:`機関` タブに行き、 :guilabel:`インポート`をクリックして、エクスポート済の証明書ファイルを選択します。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138 msgid "accept all warnings;" msgstr "全ての警告を受け入れる;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "click :guilabel:`ok`;" msgstr " :guilabel:`ok`をクリック;" #: ../../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 "ブラウザを再起動して下さい。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 msgid "open Firefox;" msgstr "Firefoxを開きます;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "" " :menuselection:`管理設定 --> プライバシー&セキュリティ --> セキュリティ --> 証明書を見る... --> " "インポート`をクリックします;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148 msgid "select the exported certification file;" msgstr "エクスポートされた認証ファイルを選択します;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149 msgid "tick the checkboxes and validate;" msgstr "チェックボックスにチェックを入れ、検証します;" #: ../../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 "Mac OSでは、以下の手順で全てのブラウザの接続を保護できます: " #: ../../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 "Safariを開き、プリンタのIPアドレスに移動します。そうすると警告ページが表示されます;" #: ../../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 "" "警告ページで :menuselection:`詳細を表示 --> このウェブサイトを表示 --> ウェブサイトを訪問` に進み、検証します;" #: ../../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 "プリンタを再起動し、他のブラウザで使用できるようにします。" #: ../../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 "" "SSL証明書を生成してエクスポートし、IOSデバイスに送信するには、**Googleクローム**または**Mozilla " "Firefox**を開きます。それから" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "Google Chromeの接続プライバシーに関する警告ページ" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome" msgstr "Google Chromeのプリンタへの接続が安全ではないことを示すボタン" #: ../../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 "" "証明書の末尾が拡張子 `.crt` であることを確認して下さい。そうしないと、インポート処理中にファイルが見つからないブラウザがあるかもしれません。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "Mozilla Firefoxの接続が安全ではないことを示すボタン" #: ../../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 "" "SSL証明書をAndroid端末にインポートするには、まずコンピュータでSSL証明書を作成し、エクスポートします。次に、Eメール、Bluetooth、またはUSBを使用して、`.crt`ファイルをデバイスに転送します。ファイルがデバイスに入ったら" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 msgid "open the settings and search for `certificate`;" msgstr "設定を開き、`証明書`を検索します;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "guilabel:`証明書AC`(デバイスストレージからインストール)をクリックします; " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239 msgid "select the certificate file to install it on the device." msgstr "証明書ファイルを選択し、デバイスにインストールします。" #: ../../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 "証明書をインストールする具体的な手順は、Androidのバージョンやデバイスメーカによって異なる場合があります。" #: ../../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 "" "iOSデバイスにSSL証明書をインポートするには、まずコンピュータでSSL証明書を作成し、エクスポートします。次に、Eメール、Bluetooth、またはファイル共有サービスを使用して、`.crt`ファイルをデバイスに転送します。" #: ../../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 "" "このファイルをダウンロードすると、警告のポップアップウィンドウが表示されます。guilabel:`許可する`をクリックして構成プロファイルをダウンロードし、2つ目のポップアップウィンドウを閉じます。次に" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "go to the **Settings App** on the iOS device;" msgstr "iOSデバイスの**設定アプリ**にアクセスして下さい;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "ユーザの詳細ボックスの下にある :guilabel:`プロファイルダウンロード済` をクリックします;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "locate the downloaded `.crt` file and select it;" msgstr "ダウンロードした `.crt` ファイルを探し、選択します;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "画面右上の :guilabel:`インストール` をクリックします;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "if a passcode is set on the device, enter the passcode;" msgstr "デバイスにパスコードが設定されている場合は、パスコードを入力します;" #: ../../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 "証明書の警告画面とポップアップウィンドウの右上にある :guilabel:`インストール` をクリックします;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261 msgid "click :guilabel:`Done`." msgstr ":guilabel:`完了`をクリックします。" #: ../../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 "証明書はインストールされたが、まだ認証が必要です。そのためには" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr ":menuselection:`管理設定 --> 一般 --> 情報 > 認証信用設定`にアクセスして下さい;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268 msgid "enable the installed certificate using the **slide button**;" msgstr "スライドボタン**を使用して、インストールされた証明書を有効にします;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "ポップアップウィンドウの :guilabel:`継続` をクリックします。" #: ../../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 "" "記載されていないオペレーティングシステムやウェブブラウザからSSL証明書をエクスポートする必要がある場合は、希望の検索エンジンで " "`SSL証明書のエクスポート `+ `ブラウザまたはオペレーティングシステムの名前 `を検索して下さい。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275 msgid "" "Similarly, to import SSL certificates from an unmentioned OS or browser, " "search for `import SSL certificate root authority` + `the name of your " "browser or operating system` in your preferred search engine." msgstr "" "同様に、指定されていないOSやブラウザからSSL証明書をインポートするには、希望の検索エンジンで `SSL証明書のルート機関のインポート `＋ " "`ブラウザまたはOSの名前 `を検索します。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "Check if the certificate was imported correctly" msgstr "証明書が正しくインポートされたかを確認" #: ../../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 "" "プリンタの接続が安全かを確認するには、HTTPSを使用してプリンタのIPアドレスに接続します。例えば、ブラウザで " "`https://192.168.1.25` " "に移動します。SSL証明書が正しく適用されていれば、警告ページが表示されなくなり、アドレスバーに南京錠のアイコンが表示され、接続が安全であることが示されます。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "安全な接続 (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 "安全な接続(HTTPS)を使用するようにPOSを強制します。" #: ../../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 "" "POSでHTTPSプロトコルによる安全な接続を使用するように強制するには、**システムパラメータ** に新しい **キー** を追加します。" #: ../../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 "" " :ref:`開発者モード ` を有効にし、 :menuselection:`設定 --> 技術 --> パラメータ " "--> システムパラメータ`に進み、新しいパラメータを作成し、以下の値を追加して *保存* をクリックします。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr "**キー**: `point_of_sale.enforce_https`" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "**値**: `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 "デバイス" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:18 msgid "Instructions" msgstr "説明" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:19 msgid "Printer" msgstr "プリンタ" #: ../../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 "キャッシュドロア" #: ../../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 "キャッシュドロアは、RJ25ケーブルでプリンタに接続する必要があります。" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:24 msgid "Barcode scanner" msgstr "バーコードスキャナ" #: ../../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 "スケール" #: ../../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 "顧客ディスプレイ" #: ../../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 "決済端末" #: ../../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 "" "接続プロセスは端末によって異なります。:doc:`決済端末ドキュメンテーション " "` を参照して下さい。" #: ../../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 "POSシステムのための推奨設定" #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "複数従業員管理" #: ../../content/applications/sales/point_of_sale/employee_login.rst:5 msgid "" "Odoo Point of Sale allows you to manage access to a specific POS by enabling" " the **Multi Employees per Session** feature. When activated, :ref:`you can " "select which users can log into the POS ` and :ref:`keep" " track of the employees involved in each order `." msgstr "" "Odoo POSでは、**セッションごと複数従業員** " "機能を有効にすることで、特定のPOSへのアクセスを管理することができます。この機能を有効にすると、:ref:`POSにログインできるユーザを選択`" " し、:ref:`各オーダに関与した従業員を追跡` することができます。" #: ../../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:`POS設定 ` にアクセスしてPOSを選択するか、POSカードの縦長の楕円ボタン " "(:guilabel:`⋮`) をクリックして :guilabel:`編集` をクリックします。次に、 " ":guilabel:`セッションごとの複数従業員` を有効にし、 :guilabel:`許可済従業員` フィールドに許可する従業員を追加します。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "POSで複数のレジを有効にする設定" #: ../../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 "" "この機能が有効になると、レジ係はバッジ` " "をスキャンするか、許可された従業員リストから自分の名前を選択してログインし、セッション` を開くことができます。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "複数のキャッシャー機能が有効な場合に、セッションを開くためのウィンドウ" #: ../../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 "" ":ref:`開いているセッション` " "から別のユーザに切り替えるには、画面右上の社員名をクリックし、リストから切り替える社員を選択します。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "レジを別に切替るボタン" #: ../../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 "" "また、従業員がPOSにログインするたびにPINコードの入力を要求し、他の人物としてログインできないようにすることもできます。コードを定義するには、**従業員**" " アプリで従業員フォームを開き、 :guilabel:`HR管理設定` タブをクリックします。次に、 :guilabel:`勤怠/POS` カテゴリーの" " :guilabel:`PINコード` フィールドに任意のPINコードを入力します。" #: ../../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 "バッジIDとPINコードを割当てるための従業員フォームの設定。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "バッジを使ってログイン" #: ../../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 "" "従業員がバッジをスキャンしてログインできるようにするには、バッジIDが割当てられている必要があります。そのためには、**従業員** " "アプリで従業員フォームを開き、 :guilabel:`HR管理設定` タブをクリックします。次に、 :guilabel:`勤怠/POS` カテゴリーの " ":guilabel:`バッジ ID` フィールドに任意のバッジIDを入力するか、 :guilabel:`生成` をクリックします。" #: ../../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 "" "他のユーザに切り替えるには、画面右上のロックアイコン (:guilabel:`🔓) をクリックしてセッションをロックし、バッジをスキャンします。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "分析" #: ../../content/applications/sales/point_of_sale/employee_login.rst:67 msgid "" "Once you close and post the POS session, access the comprehensive report to " "review all session activities, including who initiated the session and who " "handled specific orders. To access the session's report, click the vertical " "ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a " "specific session for more detailed information, and click the " ":guilabel:`Orders` button to view a list of all orders placed during that " "session." msgstr "" "POSセッションを閉じて記帳したら、総合レポートにアクセスして、誰がセッションを開始し、誰が特定のオーダを処理したかなど、全てのセッションアクティビティを確認します。セッションのレポートにアクセスするには、POSカードの縦三点リーダボタン" " (:guilabel:`⋮`) をクリックし、 :guilabel:`表示` セクションから :guilabel:`セッション` " "を選択します。次に、より詳細な情報を見るために特定のセッションを選択し、 " ":guilabel:`オーダ`ボタンをクリックすると、そのセッション中に発注された全てのオーダのリストが表示されます。" #: ../../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 "" "セッションに関係なく、全てのオーダの概要を見るには、POSカードの縦三点リードボタン (:guilabel:`⋮`) をクリックし、 " ":guilabel:`表示` セクションから :guilabel:`オーダ` を選択します。" #: ../../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 "サポートされているプロバイダー:" #: ../../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 "プロダクト" #: ../../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 "同期" #: ../../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 "支払方法" #: ../../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 "" "支払方法を追加するには、作成する必要があります。:menuselection:`POS --> 設定 --> 支払方法 --> 新規` " "に行き、名前を設定します。:guilabel:`顧客を特定` にチェックを入れて、この支払方法を登録された顧客 *だけ* に許可します。" #: ../../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 "" "次に :guilabel:`仕訳帳` を選択します。この支払方法を現金払いに使用する場合は :guilabel:`現金` を、カード払いに使用する場合は" " :guilabel:`銀行` を選択します。" #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "POSの新しい支払い方法を作成。" #: ../../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 "" ":guilabel:`銀行` 仕訳帳を選択すると、自動的に :guilabel:`決済端末を使用` フィールドが追加され、そこに " ":doc:`決済端末の情報 ` を追加することができます。" #: ../../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 "" "一度、支払方法が作成されると、POS設定でそれを選択することができます。そのためには、 :ref:`POS管理設定 " "` に行き、 :guilabel:`編集` をクリックし、 :guilabel:`支払` " "セクションの下に支払方法を追加します。" #: ../../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 "技術名" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:30 msgid "Description" msgstr "説明" #: ../../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 "`l10n_hk`" #: ../../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 "決済端末" #: ../../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 "" "POSシステムに決済端末を接続・統合することで、クレジットカードやデビットカードなど、複数の支払オプションを受け入れることができ、支払プロセスがより効率的になります。" #: ../../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 "" ":ref:`アプリケーション管理設定 ` に行き、 :guilabel:`決済端末` " "セクションまでスクロールダウンし、端末のチェックボックスにチェックを入れます。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "決済端末を有効にする管理設定のチェックボックス" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "その後、対応するドキュメントに従ってデバイスを設定して下さい:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`Adyen configuration `" msgstr ":doc:`Adyen設定 `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Ingenico configuration `" msgstr ":doc:`Ingenico設定 `" #: ../../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:`SIX設定 `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 msgid ":doc:`Stripe configuration `" msgstr ":doc:`Stripe設定 `" #: ../../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:`Worldline設定 `" #: ../../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 "端末が設定されたら、 :doc:`対応する支払方法を作成し、POS <../payment_methods>` に追加することができます。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:36 msgid "Pay with a payment terminal" msgstr "決済端末で支払う" #: ../../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 "Odooと決済端末間の接続に問題がある場合、:guilabel:`強制完了` をクリックして決済を強制します。" #: ../../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 "このオプションは、接続に失敗したことを知らせるエラーメッセージを受信した後にのみ使用できます。" #: ../../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 "**Adyen決済端末** を接続することで、顧客はスムーズな支払フローを利用でき、レジ係の作業を軽減することができます。" #: ../../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 "" " " "`Adyen'sウェブサイト`_でAdyenアカウントを作成します。それから、端末の画面に表示される手順に従って、端末にログインして下さい。" #: ../../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 "Adyen APIキーを生成" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33 msgid "" "The **Adyen API key** is used to authenticate requests from your Adyen " "terminal. To generate an API key, go to your :menuselection:`Adyen account " "--> Developers --> API credentials`, and **create** new credentials or " "select **existing** ones. Click :guilabel:`Generate an API key` and save the" " key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the " "payment method creation `." msgstr "" "**Adyen API キー** " "は、Adyen端末からの要求を認証するために使用されます。APIキーを生成するには、:menuselection:`Adyenアカウント --> 開発者" " --> API認証情報` にアクセスし、新しい認証情報を **作成** するか、**既存の** " "認証情報を選択します。:guilabel:`APIキーを生成する` をクリックし、キーを保存してOdooの " ":guilabel:`支払方法作成` の :guilabel:`Adyen APIキー` " "フィールドに貼り付けます。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "" "`Adyen Docs - API credentials `_." msgstr "" "`Adyenドキュメント- API認証情報 `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46 msgid "Locate the Adyen terminal identifier" msgstr "Adyen端末識別子を探す" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48 msgid "" "The **Adyen Terminal Identifier** is the terminal's serial number, which is " "used to identify the hardware." msgstr "**Adyen端末識別子** は端末のシリアル番号で、ハードウェアを識別するために使用されます。" #: ../../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 "" "この番号を見つけるには、 :menuselection:`Adyenアカウント --> POS --> 端末` " "にアクセスし、リンクするターミナルを選択してシリアル番号を保存し、Odooの :ref:`支払方法作成 `" " の :guilabel:`Adyen端末識別子` フィールドに貼り付けます。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57 msgid "Set the Event URLs" msgstr "イベントURLを設定" #: ../../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 "Odooで決済通知を受け取るには、端末の **イベントURL** を設定する必要があります。 次のように行います:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61 msgid "Log in to `Adyen's website `_;" msgstr " `Adyenウェブサイト `_; にログインします" #: ../../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 ":menuselection:`Adyenダッシュボード --> POS --> 端末` に移動し、接続している端末を選択します;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "端末の設定から :guilabel:`統合` をクリックします;" #: ../../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 "" "この設定を編集するには、:guilabel:`暗号化解除モードに切り替える` フィールドを:guilabel:`暗号化解除` に設定します;" #: ../../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 "" "**鉛筆アイコン** ボタンをクリックし、:guilabel:`イベントURL` フィールドに、サーバアドレスの後に " "`/pos_adyen/notification` を入力します;" #: ../../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 "画面下の :guilabel:`保存` をクリックして変更を保存します。" #: ../../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 "支払方法の設定" #: ../../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 "" "ref:`アプリケーション設定` " "で支払端末を有効にし、関連する支払方法<../../payment_methods>`を作成します。仕訳帳タイプを :guilabel:`銀行` " "に設定し、 :guilabel:`支払端末` フィールドで :guilabel:`Adyen` を選択します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79 msgid "" "Finally, fill in the mandatory fields with your :ref:`Adyen API key " "`, :ref:`Adyen Terminal Identifier `, and " ":guilabel:`Adyen Merchant Account`." msgstr "" "最後に、必須フィールドに :ref:`Adyen APIキー`, :ref:`Adyen端末識別子 " "`, :guilabel:`Adyenマーチャントアカウント` を入力します。" #: ../../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 "決済端末を接続することで、顧客はスムーズな支払フローを利用でき、レジ係の作業を軽減することができます。" #: ../../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 "" ":ref:`アプリケーション設定` " "で決済端末を有効にし、関連する支払方法<../../payment_methods>` を作成します。仕訳帳タイプを :guilabel:`銀行` " "に設定し、 :guilabel:`決済端末` フィールドで :guilabel:`Ingenico` を選択します。次に " ":guilabel:`決済端末デバイス` フィールドで端末デバイスを選択します。" #: ../../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 "認証情報" #: ../../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 "支払方法" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9 msgid "" "Even though Worldline has recently acquired SIX Payment Services and both " "companies use Yomani payment terminals, the firmware they run is different. " "Terminals received from Worldline are therefore not compatible with this " "integration." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 msgid "Install the POS IoT Six module" msgstr "POS IoT Sixモジュールのインストール" #: ../../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 "" "POS IoT Sixモジュールを有効にするには、:guilabel:`アプリ` に行き、:guilabel:`アプリ` フィルタを削除し、**POS " "IoT Six** を検索します。このモジュールはSix端末を検出するために必要なドライバとインターフェースをデータベースに追加します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "このモジュールは **POS Six** モジュールに代わるものです。" #: ../../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 "端末IDの設定" #: ../../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 "Six端末IDを設定" #: ../../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 "Six決済端末への接続を確認" #: ../../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 "" ":ref:アプリケーション設定`で決済端末を有効にし、:doc:`関連する支払方法<../../payment_methods>`を作成します。仕訳帳タイプを" " :guilabel:`銀行` に設定し、 :guilabel:`決済端末を使用する` フィールドで :guilabel:`SIX IOT` " "を選択します。次に、 :guilabel:`決済端末デバイス` フィールドで端末デバイスを選択します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "SIX決済端末の新しい支払方法の作成" #: ../../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 "" "`Stripeがサポートする支払方法のリスト `_" #: ../../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 "" ":menuselection:`POS --> 設定 --> 管理設定 --> 決済端末` を開き、 :guilabel:`Stripe` " "を有効にします。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27 msgid "Then, create the payment method:" msgstr "そして、支払方法を作成します:" #: ../../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 "" ":menuselection:`POS --> 設定 --> 支払方法` に進み、 :guilabel:`作成` をクリックし、 " ":guilabel:`方法` フィールドに支払方法の名前を入力します;" #: ../../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 "" ":guilabel:`仕訳帳` フィールドを :guilabel:`銀行` に、 :guilabel:`決済端末を使用` フィールドを " ":guilabel:`Stripe` に設定します;" #: ../../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 ":guilabel:`Stripeシリアル番号` フィールドに決済端末のシリアル番号を入力します;" #: ../../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 ":guilabel:`この支払方法を使用する前に、Stripeの接続を忘れずに完了して下さい` をクリックします。" #: ../../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 "支払方法作成フォーム" #: ../../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 "" ":guilabel:`顧客を識別` をクリックすると、この支払方法を識別された顧客に **のみ** " "許可します。識別されていない顧客にもStripeでの支払を許可する場合は、 :guilabel:`顧客を識別` " "フィールドのチェックを外したままにします。" #: ../../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 "" ":guilabel:`未消込金勘定` と :guilabel:`中間勘定科目` はデフォルトの勘定科目を使用するために空のままにしておくことができます。" #: ../../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 "" "決済端末のシリアル番号は、端末の下、またはStripeダッシュボード `_でご確認下さい。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50 msgid "Connect Stripe to Odoo" msgstr "StripeをOdooに接続" #: ../../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 "" ":guilabel:`Stripeに接続` " "をクリックします。自動的に設定ページにリダイレクトされます。全ての情報を入力してStripeアカウントを作成し、Odooとリンクします。フォームの入力が完了すると、APIキー(:guilabel:`公開可能キー`" " と:guilabel:`秘密キー`)を **Stripeの** " "ウェブサイトで取得できます。これを行うには、:guilabel:`秘密キーと公開可能キーを入手` " "をクリックし、キーをクリックしてコピーし、Odooの対応するフィールドに貼り付けます。これでPOS端末の設定は完了です。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "stripe接続フォーム" #: ../../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 "POSでのみ **Stripe** を使用する場合、**秘密キー** だけで端末を使用できます。" #: ../../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 "" "**決済プロバイダー** としてStripeを使用する場合、:guilabel:`ステータス` は:guilabel:`無効` " "のままにしておくことができます。" #: ../../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 "" "**オンプレミス** でホストされているデータベースの場合、:guilabel:`Stripeに接続` " "ボタンは機能しません。APIキーを手動で取得するには、 `Stripeダッシュボード `_ " "にログインし、検索バーに `API` と入力して :guilabel:`開発者 > API` をクリックします。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Configure the payment terminal" msgstr "決済端末を設定する" #: ../../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 "決済端末を右にスワイプし、:guilabel:`管理設定` をクリックし、管理者用PINコードを入力し、認証してネットワークを選択します。" #: ../../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 "決済端末の設定にアクセスするには、管理者用PINコードを入力する必要があります。デフォルトでは、このコードは`07139`です。" #: ../../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 "支払方法をPOSにリンクする" #: ../../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 "" "POSに **支払方法** を追加するには、 :menuselection:`POS --> 設定 --> 管理設定` に進みます。POSを選択し、 " ":guilabel:`支払` セクションまでスクロールダウンし、 :guilabel:`支払方法` フィールドに**Stripe** " "用の支払方法を追加します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 msgid "Troubleshooting" msgstr "トラブルシューティング" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:96 msgid "Payment terminal unavailable in your Stripe account" msgstr "Stripeアカウントで決済端末が利用できません" #: ../../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 "決済端末がStripeアカウントにない場合は、手動で追加する必要があります:" #: ../../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 "" "Stripeダッシュボード`_ " "にログインし、:menuselection:`Stripeダッシュボード --> 支払 --> リーダー --> ロケーション` に進みます;" #: ../../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 ":guilabel:`+新規` ボタンをクリックするか、すでに作成されている場所を選択して場所を追加します;" #: ../../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 ":guilabel:`リーダー` ボックスの :guilabel:`+ 新規`ボタンをクリックし、必要な情報を入力します。" #: ../../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 "" "**登録コード** " "を入力する必要があります。そのコードを取得するには、デバイスを右にスワイプし、管理者用PINコード(デフォルト：`07139`)を入力し、有効にして " ":guilabel:`登録コードを生成` をクリックします。" #: ../../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 "ターミナルID" #: ../../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 "プロトコルを設定" #: ../../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 "" "ターミナルから :menuselection:`\".\" --> 3 --> 停止 --> 3 --> 0 --> " "9`をクリックします。技術者パスワード **\"1235789\"** を入力し、 :menuselection:`OK --> 4 --> 2` " "をクリックします。次に :menuselection:`変更 --> CTEP (プロトコルECRとして) --> OK` " "をクリックします。その後の画面（*CTEPチケットECR*、*ECRチケット幅*、*文字セット*）で **OK** を3回クリックします。最後に " "**停止** を3回押すと、端末は自動的に再起動します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 msgid "Set the IP address" msgstr "IPアドレスの設定" #: ../../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 "" "端末で :menuselection:`\".\" --> 3 --> stop --> 3 --> 0 --> 9` を選択します。技術者パスワード " "**\"1235789\"** を入力し、:menuselection:`OK --> 4 --> 9` をクリックします。 " "次に、:menuselection:`変更 --> TCP/IP` (*TCP 実設定* 画面) :menuselection:`--> OK -->" " OK` (*TCP 設定顧客* 画面) を選択します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42 msgid "Finally, set up the hostname and port number." msgstr "最後に、ホスト名とポート番号を設定します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Hostname" msgstr "ホスト名" #: ../../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 "そして **OK** を2回押します。" #: ../../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 "IPアドレスシーケンス: `10.30.19.4:8069`です。" #: ../../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 "" "*ホスト名画面* で、:menuselection:`10 --> OK --> 30 --> OK --> 19 --> OK --> 4 --> " "OK --> OK`　と入力します。" #: ../../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 "ポート番号" #: ../../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 "" "*ポート番号* 画面で **9001** (Windowsの場合は**9050**) と入力し、 :menuselection:`OK` " "(*ECRプロトコルSSLなし*) :menuselection:`--> OK` をクリックします。**停止** " "を3回クリックすると、端末が自動的に再起動します。" #: ../../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 "" ":ref:`アプリケーション設定 ` " "で決済端末を有効にし、関連する支払方法<../../payment_methods>` を作成します。ジャーナルタイプを :guilabel:`銀行` " "に設定し、 :guilabel:`決済端末を使用する` フィールドで :guilabel:`Worldline` を選択します。次に、 " ":guilabel:`決済端末デバイス` フィールドで端末デバイスを選択します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 msgid "Technician password: `1235789`" msgstr "技術者パスワード: `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 "" "Wordlineの技術アシスタンスに連絡するには、`02 727 61 11` に電話し、 \"加盟店\" " "を選択して下さい。電話は自動的にご希望のサービスに転送されます。" #: ../../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 "顧客端末とレジ端末の両方がある場合は、レジ端末を設定します。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "端末がブロックされるのを避けるため、事前に初期設定を確認して下さい。" #: ../../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 "IoT Boxのルーターに固定IPを設定し、接続が切れるのを防ぎます。" #: ../../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 "" #: ../../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 "準備画面" #: ../../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 "価格設定機能" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "現金丸め" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5 msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." msgstr "**現金端数処理** は、通貨の最小額面または最小硬貨が口座の最小単位より高い場合に必要となります。" #: ../../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 "例えば、現金払いの場合、請求書の合計金額を5セント単位で切り上げるか、切り下げることを企業に要求する国もあります。" #: ../../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 "Odooの各POSは、請求書または領収書の合計に現金丸めを適用するように設定できます。" #: ../../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 ":menuselection:`POS --> 設定 --> 管理設定`に行き、*現金丸め* を有効にし、*保存* をクリックします。" #: ../../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 "" ":menuselection:`POS --> 設定 --> POS` に行き、設定したいPOSを開き、*現金丸め* オプションを有効にします。" #: ../../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 "**丸め方法** を定義するには、ドロップダウンリストを開き、*作成と編集...* をクリックします。" #: ../../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 "ここで*丸め精度*、*利益勘定*、*損失勘定*を定義し、丸め方法とPOS設定の両方を保存します。" #: ../../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 "このPOSの全ての合計金額には、設定に従って丸めを適用する行が追加されます。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46 msgid "" "Odoo Point of Sale only supports the :guilabel:`Add a rounding line` " "rounding strategy." msgstr "Odoo POSは :guilabel:`丸め行を追加する` 丸め方法のみをサポートしています。" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "値引タグ(バーコードスキャナ)" #: ../../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 "" "賞味期限が迫っている商品などを値引きして販売したい場合、値引タグを使うことができます。それにより値引きバーコードをスキャンすることができます。" #: ../../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 "値引タグを使用するには、バーコードスキャナを使用する必要があります。" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "バーコード表現規則" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "値引タグを使うために、バーコードの命名法について学びましょう。" #: ../../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 "例えば、次のようなバーコードのプロダクトに値引を適用したいとします:" #: ../../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 "*デフォルト命名法* は、POSインターフェースの管理設定の下にあります。" #: ../../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 "" "例えば、あるプロダクトを50％値引にしたい場合、バーコードの先頭に22(割引バーコードの命名法)を付け、次に50(％)を付けてからプロダクトバーコードを追加する必要があります。この例では、バーコードは次のようになります:" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "プロダクトとタグをスキャンする" #: ../../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 "まず、対象プロダクト(この場合はレモン)をスキャンする必要があります。" #: ../../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 "そして値引タグをスキャンします。値引が適用され、取引が完了します。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "Discounts" msgstr "値引" #: ../../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 "" "値引を提供することで、顧客を魅了し、収益を飛躍的に増加させることができます。期間限定であれ、季節限定であれ、手作業であれ、値引の提供は重要です。" #: ../../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 "値引を管理するために、Odooは各ビジネスに合わせた価格戦略を設定するのに役立つ強力な機能を備えています。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "手動値引を適用する" #: ../../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 "めったに値引を使用しないのであれば、手動の値引を適用するのがPOSシステムにとって最も簡単な解決策かもしれません。" #: ../../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 "オーダ全体またはオーダ内の特定のプロダクトに対して値引を適用することができます。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "プロダクトに値引を適用する" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "POSセッションインターフェイスから、*値引* ボタンを使用します。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "手動値引の値引ボタンのビュー" #: ../../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 "そして、現在選択されているプロダクトに割引を入力することができます。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "全体値引を適用する" #: ../../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 "オーダ全体に値引を適用するには、:menuselection:`POS --> 設定 --> POS` に進み、POSを選択します。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "POSフォームで、*価格設定* カテゴリの下にある *全体値引* を選択します。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "全体値引の機能ビュー" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "これで、POSインターフェイスに新しい*値引*ボタンが表示されました。" #: ../../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 "POSインターフェイスで全体値引に使用するボタンのビュー" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "クリックして、希望の値引を入力します。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "支払概要で提供される値引のビュー" #: ../../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 "この例では、50％の全体値引と、オレンジに対する特定の50％値引があります。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "期間限定値引を適用する" #: ../../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 "" "期間限定値引を有効にするには、 *価格表* 機能を有効にする必要があります。これを行うには、 :menuselection:`POS --> 設定 " "--> POS`に行き、POSを開きます。次に、価格表機能を有効にします。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "価格表機能のビュー" #: ../../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 "有効化したら、POSで利用可能にしたい価格表を選択し、デフォルトの価格表を定義する必要があります。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "価格表を作成する" #: ../../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 "" "デフォルトでは、Odooには *公開価格表* が設定されています。他に作成するには、 :menuselection:`POS --> プロダクト -->" " 価格表` にアクセスして下さい。次に作成をクリックします。" #: ../../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 "" "価格表を作成する際、特定の価格を使用するためにいくつかの条件を設定することができます:期間、最小数量など。また、その価格表を特定のプロダクトに適用するか、全プロダクトに適用するかも設定できます。" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "2つのプロダクトの期間限定価格表のビュー" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "POSインターフェイスで価格表を使用する" #: ../../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 "PoSインターフェイスに新しいボタンが表示されます。これを使って価格表を選択します。" #: ../../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 "POSインターフェイスで期間限定値引に使用するボタンのビュー" #: ../../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 "それをクリックすると、選択した価格表で価格が即座に更新されます。その後、オーダを確定することができます。" #: ../../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 "Odooセットアップ" #: ../../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 "値札" #: ../../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 "通貨" #: ../../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 "フレキシブルな税(会計ポジション)" #: ../../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 "ビジネスを運営する場合、顧客や取引先の所在地や業種によって、様々な税金を適用したり、様々な勘定科目で取引を記録したりする必要があります。" #: ../../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 "**会計ポジション** 機能により、各取引に使用される適切な税と勘定科目を自動的に選択する規則を設定することができます。" #: ../../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 "" "この機能を有効にするには、 :menuselection:`POS --> 設定 --> 管理設定` に行き、 :guilabel:`会計` " "セクションまでスクロールダウンし、 :guilabel:`柔軟な税` を有効にします。" #: ../../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 "" "次に、 :guilabel:`デフォルト` フィールドに、選択したPOSの全ての売上に適用されるデフォルトの会計ポジションを設定します。また、 " ":guilabel:`許可済` フィールドに選択する会計ポジションを追加することもできます。" #: ../../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 "" ":doc:`会計ローカライゼーションパッケージ <../../../finance/fiscal_localizations>` " "を有効にすると、いくつかの会計ポジションがあらかじめ設定され、POSで設定・使用できるようになります。しかし、 :ref:`新規会計ポジションを作成 " "` することもできます。" #: ../../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 "会計ポジションを設定しない場合、税はプロダクトフォームの **顧客税** フィールドで定義されたままとなります。" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "会計ポジションを使用する" #: ../../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 "" ":ref:`POSセッション` を開き、許可された会計ポジションの一つを使用します。次に、**本型** " "アイコンの横にある :guilabel:`税` " "ボタンをクリックし、リストから会計ポジションを選択します。そうすることで、選択された会計ポジションの規制の対象となる全てのプロダクトに、定義された規則が自動的に適用されます。" #: ../../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 "デフォルトの会計ポジションが設定されている場合、税ボタンは会計ポジションの名前を表示します。" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "ロイヤリティプログラム" #: ../../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 "*ロイヤリティプログラム* で、顧客に継続的な購買を促しましょう。" #: ../../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 "" "*ロイヤリティプログラム* 機能を有効にするには、 :menuselection:`POS --> 設定 --> " "POS`に進み、POSインターフェイスを選択して下さい。価格設定機能の下で、*ロイヤリティプログラム* を選択します。" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "そこからロイヤリティプログラムを作成・編集することができます。" #: ../../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 "" "どのようなタイプのプログラムにするか、報酬を割引にするかギフトにするか、特定のプロダクトに限定するか全プロダクトを対象にするか、など自由に決めることができます。特定のシチュエーションでのみ有効であるような規則を適用したり、その中間の全てを適用することもできます。" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "POSインターフェイスでロイヤリティプログラムを利用する" #: ../../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 "" "顧客が設定されると、その取引で獲得できるポイントが表示され、使用されるまで蓄積されます。ポイントは、ロイヤリティプログラムで定義された規則に従って十分なポイントが貯まったら、*リワード*" " ボタンを使って使用します。" #: ../../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 "価格は即座に価格表を反映したものに更新されます。いつもの方法でオーダを確定することができます。" #: ../../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 "デフォルトの価格表を持つ顧客を選択した場合、その価格表が適用されます。もちろん変更することもできます。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3 #: ../../content/applications/sales/subscriptions/products.rst:116 msgid "Pricelists" msgstr "価格表" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5 msgid "" "Pricelists allow you to adjust product prices depending on various criteria " "automatically. For example, you can set POS-specific prices, create " "temporary discount periods, reward specific customers, or offer discounts " "when set quantities are ordered." msgstr "" "価格表を使用すると、様々な条件に応じてプロダクト価格を自動的に調整することができます。例えば、POS固有の価格を設定したり、一時的な値引期間を設けたり、特定の顧客に報酬を与えたり、設定された数量がオーダされたときに値引を提供したりすることができます。" #: ../../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 "" ":ref:`一般POSアプリ管理設定 ` に移動し、 :guilabel:`価格設定` セクションで " ":guilabel:`柔軟な価格表` が有効になっていることを確認します。" #: ../../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:`プロダクト毎に複数価格` " "は、プロダクトごとに単純な固定価格ルールを設定するためのデフォルトの価格表オプションです。ref:`高度な価格規則(値引、計算式)`" " " "を選択すると、一度に複数のプロダクトに価格規則を適用し、固定価格の設定に加えて、パーセンテージ値引やより複雑な計算式を使って動的に価格を計算することができます。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Enabling pricelists in the general P0S settings" msgstr "一般P0S管理設定で価格表を有効にする" #: ../../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 "" "選択した価格表のタイプは、 :doc:`販売 <../../sales/products_prices/prices/pricing>` と " ":ref:`eコマース ` のアプリを含むデータベース全体に適用されます。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 msgid "Create pricelists" msgstr "価格表を作成する" #: ../../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 "" ":menuselection:`POS --> プロダクト --> 価格表` に進み、 :guilabel:`新規` " "をクリックするか、既存の価格表を選択します。価格表の設定は :ref:`選択済価格表オプション ` " "によって異なります。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42 msgid "Multiple prices per product" msgstr "プロダクト毎に複数価格" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44 msgid "" "When pricelists are configured to use the :guilabel:`Multiple prices per " "product` option, it is possible to use multiple fixed prices for different " "products or their variants depending, if necessary, on one or several " "conditions. To add a new price rule to a pricelist:" msgstr "" "価格表が :guilabel:`プロダクト毎に複数価格` " "オプションを使用するように設定されている場合、必要に応じて、1つまたは複数の条件によって、異なるプロダクトまたはそのバリエーションに複数の固定価格を使用することができます。価格表に新しい価格規則を追加するには:" #: ../../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 ":guilabel:`明細を追加` をクリックし、必要であれば **プロダクト** とその **バリエーション** を選択します。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "条件を追加:" #: ../../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 ":guilabel:`最小数量` 列を使用することで到達するプロダクト数量;" #: ../../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 "guilabel:`開始日`列と :guilabel:`終了日`列を使用して、価格表が適用される期間を決定します。" #: ../../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 "条件が満たされたときに適用される :guilabel:`価格` を追加します。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form of a multiple prices pricelist" msgstr "複数価格の価格表の設定フォーム" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 msgid "Advanced price rules" msgstr "高度な価格規則" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65 msgid "" "When pricelists are configured to use the :guilabel:`Advanced price rules " "(discounts, formulas)` option, it is possible to use percentage " "discounts/mark-ups and formulas in addition to using fixed prices. To add a " "new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up " "windows:" msgstr "" "価格表が :guilabel:`高度な価格規則 (値引き、計算式)` " "オプションを使用するように設定されている場合、固定価格だけでなく、パーセンテージ値引/マークアップや計算式を使用することができます。価格表に新しい価格規則を追加するには、" " :guilabel:`明細を追加` をクリックします。ポップアップウィンドウで:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69 msgid "Select a :guilabel:`Computation` method:" msgstr ":guilabel:`計算` 方法を選択します:" #: ../../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:`固定価格` で新しい固定価格を設定します(:guilabel:`プロダクト毎に複数価格` オプションと同様です)" #: ../../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:`値引` でパーセント値引(例: `10.00` %)またはマークアップ(例: `-10.00` %)を計算します。" #: ../../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:`計算式` を使用すると、計算式に従って価格を計算することができます。この場合、計算の **基準** " "が何かを定義する必要があります(:guilabel:`販売価格`, :guilabel:`原価`, " ":guilabel:`その他の価格表`)。すると以下が可能です:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79 msgid "Apply a percentage :guilabel:`Discount` or mark-up." msgstr "パーセンテージ :guilabel:`値引` またはマークアップを適用。" #: ../../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 " :guilabel:`追加料金` (例, $ `5.00`) を追加または定額を差引ます (例., $ `-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 "" ":guilabel:`値引` の後の価格を強制的に設定値の倍数にすることで、 :doc:`丸め方法` を定義。その後 :guilabel:`追加料金` " "が適用される。" #: ../../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 "" "最終価格を `.99` で終わらせるには、 :guilabel:`丸め方法` を `1.00` に、 :guilabel:`追加料金` を " "`-0.01` に設定します。" #: ../../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 "" " :guilabel:`guilabel:`原価`に基づいて計算される :guilabel:`マージン`の最小値 ($ `20.00` など) と最大値" " ($ `50.00` など)利益 を指定します。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92 msgid "Select on which product(s) the price rule should be **applied**:" msgstr "価格規則を **適用する** プロダクトを選択します:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94 msgid ":guilabel:`All Products`" msgstr ":guilabel:`全てのプロダクト`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr " :guilabel:`プロダクトカテゴリ`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96 msgid "a :guilabel:`Product`" msgstr "a :guilabel:`プロダクト`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97 msgid "a :guilabel:`Product Variant`" msgstr " :guilabel:`プロダクトバリアント`" #: ../../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 "" ":guilabel:`最小数量` フィールドを使用して、価格変更のために到達すべき特定の数量などの条件や、:guilabel:`有効性` " "フィールドを使用して、価格表を適用する期間を指定することができます。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form to configure an advanced pricelist" msgstr "高度な価格表を設定するための設定フォーム" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107 msgid "Select pricelists" msgstr "価格表を選択する" #: ../../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 "" ":ref:`特定のPOS管理設定 ` に移動し、 :guilabel:`利用可能` " "フィールドに利用可能な全ての価格表を追加します。そして、 :guilabel:`デフォルト` フィールドに **デフォルト価格表** を設定します。" #: ../../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 "" ":ref:`POSセッション` を開く際、**価格表** " "ボタンをクリックし、リストから希望する価格表を選択します。" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Button to select a pricelist on the POS frontend" msgstr "POSフロントエンドで価格表を選択するボタン" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120 msgid "" "Multiple pricelists must be selected for the **pricelist button** to be " "displayed." msgstr "**価格表ボタン** を表示するには、複数の価格表を選択する必要があります。" #: ../../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 "POSオーダで、条件が満たされて**いない** 状態で価格表が選択された場合、価格は調整され **ません** 。" #: ../../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 "" "また、特定の :ref:`顧客が設定される ` " "と、自動的に価格表を選択するように設定することもできます。これを行うには、顧客フォームに行き、 :guilabel:`販売&購買` タブの " ":guilabel:`価格表` フィールドで希望する価格表に切替えます。" #: ../../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:`eコマース環境における価格表の使い方 `" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "領収書と請求書" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "入荷" #: ../../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 "" ":menuselection:`POS --> 設定 --> POS` でPOSを選択し、 :guilabel:`仕入先請求書&領収書` " "セクションまでスクロールダウンして領収書を設定します。" #: ../../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 "" "**ヘッダ** と **フッタ** を **カスタマイズ** するには、 :guilabel:`ヘッダとフッタ` " "を有効にして、領収書に印刷する情報を両方のフィールドに入力して下さい。" #: ../../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 "支払が登録されると自動的に領収書を印刷するには、:guilabel:`自動領収書印刷` 設定を有効にします。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "POS領収書" #: ../../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 "領収書を印刷する" #: ../../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 "" "POSインターフェイスから :guilabel:`オーダ` をクリックし、検索バーの横にあるドロップダウンメニューを開き、デフォルトの " ":guilabel:`全ての有効なオーダ` フィルタを :guilabel:`支払済` に変更します。次に、該当するオーダを選択し、 " ":guilabel:`領収書を印刷` をクリックします。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "バックエンドからの領収書印刷ボタン" #: ../../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 "" "検索バーを使ってオーダのリストを絞込むことができます。参照番号を入力し、 :guilabel:`領収書番号`、 :guilabel:`日付`、 " ":guilabel:`顧客` をクリックして下さい。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "請求書" #: ../../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 "" "POSでは、:ref:`登録済顧客` " "に対して、支払時に請求書を発行・印刷したり、過去の請求済オーダを検索したりすることができます。" #: ../../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 "" "POSで作成された請求書は、 前もって :ref:`設定 ` " "された、対応する :ref:`会計仕訳帳 ` に仕訳を作成します。" #: ../../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 "" "特定のPOSで使用する仕訳帳を定義するには、 :ref:`POS' 管理設定 ` " "に移動し、会計セクションまでスクロールダウンします。そして、 :guilabel:`デフォルト仕訳帳` " "セクションで、オーダと請求にデフォルトで使用される会計仕訳帳を決定することができます。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "accounting section in the POS settings" msgstr "POS管理設定内の会計セクション" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "顧客に請求する" #: ../../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 "支払処理時、顧客名の下にある :guilabel:`請求書` をクリックすると、そのオーダの請求書が発行されます。" #: ../../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 "" "支払方法を選択し、:guilabel:`検証` をクリックします。**請求書** が自動的に発行され、ダウンロードまたは印刷することができます。" #: ../../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 "請求書を発行するには、:ref:`顧客 ` が選択されていなければなりません。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "請求書の取得" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr " **POSダッシュボード**から請求書を取得するには、" #: ../../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 "" ":menuselection:`POS --> オーダ --> オーダ` にアクセスして、POSを通して行われた全てのオーダにアクセスします;" #: ../../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 "オーダの請求書にアクセスするには、オーダを選択して**オーダフォーム**を開き、 :guilabel:`請求書`をクリックします。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "オーダフォームからの請求書スマートボタン" #: ../../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 "**請求済オーダ** は :guilabel:`ステータス` 列の :guilabel:`請求済` ステータスで識別できます。" #: ../../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 ":guilabel:`フィルタ`と:guilabel:`請求済` をクリックすると、オーダリストを請求済オーダに絞込むことができます。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "請求書を生成するためのQRコード" #: ../../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 "" "また、領収書に印刷されている **QRコード** " "をスキャンして請求書を要求することもできます。スキャン後、請求情報をフォームに記入し、:guilabel:`請求書を受取る` " "をクリックする必要があります。そうすることで、ダウンロード可能な請求書が作成されます。一方、Odooバックエンドではオーダステータスが " ":guilabel:`支払済` または :guilabel:`記帳済` から :guilabel:`請求済` になります。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "オーダステイタス変更" #: ../../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 "" "この機能を使用するには、 :menuselection:`POS --> 設定 --> 管理設定` で領収書のQRコードを有効にする必要があります。次に" " :guilabel:`POS` フィールドで POS を選択し、 :guilabel:`仕入先請求書&領収書` セクションまでスクロールダウンして " ":guilabel:`チケットのQRコードを使用` を有効にします。" #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "レポーティング" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "統計を見る" #: ../../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 "" "統計情報にアクセスするには、 :menuselection:`POS --> レポーティング --> オーダ` " "にアクセスして下さい。または、**POSダッシュボード** から、縦三点リーダ (:guilabel:`⋮`) ボタン、 " ":guilabel:`レポート`、 :guilabel:`オーダ` をクリックします。" #: ../../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 "これらの統計は、グラフまたはピボット・ビューで利用でき、ニーズに応じてフィルタリングやグループ化を行うことができます。" #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "レストラン機能" #: ../../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 "" "レストランやバーの経営には特有のニーズがあります。POSアプリケーションは、そのようなビジネスで必要なあらゆるタスクを実行するための様々な機能を提供します。" #: ../../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 "POSをレストランやバーで使用するように設定すると、以下が可能になります:" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid "" ":doc:`organize your floors and tables to reflect your interior " "`;" msgstr ":doc:`フロアとテーブルを整え、内装を反映する `;" #: ../../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:`POSの` を通して、キッチンやバーとコミュニケーションをとる;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid "" ":doc:`print bills in advance and split them `;" msgstr ":doc:`請求書を事前に印刷し、分割する `;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr ":doc:`チップを回収する `; " #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid "" ":doc:`set different taxes for takeaway food `." msgstr ":doc:`テイクアウトフードに異なる税を適用する`。" #: ../../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 "" "レストランとバー固有の機能を有効にするには、 :menuselection:`POS --> 設定 --> 管理設定`に行き、POSを選択し、 " ":guilabel:`バー/レストランである` を有効にします。" #: ../../content/applications/sales/point_of_sale/restaurant.rst:27 msgid "" "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "これらの機能は :guilabel:`レストラン & バー` セクションに表示されます。" #: ../../content/applications/sales/point_of_sale/restaurant.rst-1 msgid "restaurant and bar-specific features" msgstr "レストランとバー固有の機能" #: ../../content/applications/sales/point_of_sale/restaurant.rst:36 msgid "Take orders" msgstr "オーダを取る" #: ../../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 "" "テーブルをクリックしてPOSインターフェイスにアクセスし、顧客のオーダを取り始めます。システムは自動的にオーダとテーブルを関連付けますので、後で項目を追加したり、そのテーブルのオーダ専用の請求を作成することができます。" #: ../../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 "オーダを取ったら、:guilabel:`テーブルを変更` をクリックしてフロアプランビューに戻ります。" #: ../../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 "" "テーブルをクリックするとすぐに客の数が自動的に1人に設定されます。間違ってテーブルを選んでしまった場合は、 :guilabel:`テーブルをリリース` " "をクリックしてテーブルを解放するか、 他のテーブルに :ref:`顧客を移動 ` して下さい。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "請求書" #: ../../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 "" "レストランやバーでの一般的な業務は、支払に進む前に請求書を要求したり、オーダプロダクトに基づいて請求書を分割することです。Odoo " "POSはこれらのタスクをシームレスに実行する2つの機能を提供します: **請求書印刷** と **請求書分割** です。" #: ../../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 "" "機能を有効にするには、 :menuselection:`POS --> 設定 --> 管理設定` に進み、POSを選択し、 " ":guilabel:`レストラン & バー` セクションの :guilabel:`事前領収書印刷` と :guilabel:`請求書分割を許可` " "を有効にします。" #: ../../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 "POS設定で請求書印刷と請求書分割機能を有効にします。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "請求書印刷" #: ../../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 "開いているセッションから :menuselection:`請求書 --> 印刷` をクリックすると、請求書が作成・印刷されます。" #: ../../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 "印刷された請求書は最終では **なく**、オーダに変更があった場合は更新されます。" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "請求書分割" #: ../../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 "" "オープンセッションから :guilabel:`分割` をクリックし、再グループ化する項目を選択します。全てを選択したら、 :guilabel:`支払い " "をクリックし、これらの項目の支払に進みます。これをゲストごとに繰返します。" #: ../../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 "テーブルに戻ると、選択した商品は支払済であるため、オーダ中ではなくなります。" #: ../../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 "この機能は、少なくとも2つの項目がオーダされるとすぐに利用できます。" #: ../../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 "フロアとテーブル" #: ../../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 "" "**フロアプランビュー** " "では、レストランのフロアやテーブルの配置を管理し、稼働状況、予約状況、厨房からのオーダなど、テーブルの状況をリアルタイムで監視することができます。" #: ../../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 "間取図の例と、それを理解するためのビジュアルキー。" #: ../../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 "テーブル 1: オーダされ、厨房に送信済。" #: ../../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 "テーブル 3: 4品のオーダがあり、厨房に送る必要あり。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15 msgid "Tables 2, 4, and 5: These tables are available." msgstr "テーブル 2, 4, 5: テーブル利用可能。" #: ../../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 "テーブル2、4、5: テーブルの定員人数はそれぞれ2名、4名、8名。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:17 msgid "Table 1: The table of two is full." msgstr "テーブル 1: 2名用テーブルが埋まっている。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:18 msgid "Table 3: The table of four is taken by one person." msgstr "テーブル 3: 4名用テーブルに1名が座っている。" #: ../../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 "テーブル 5: \"Famous Joe\" の名前で12:00に8名の予約あり。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:25 msgid "From the POS backend" msgstr "POSバックエンドより" #: ../../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 "" "バックエンドからフロアとテーブルを作成するには、 :menuselection:`POS --> 設定 --> フロアプラン` に進み、 " ":guilabel:`新規` をクリックしてフロアを作成します。名前を付け、関連する販売地点を選択し、 :guilabel:`明細を追加` " "をクリックしてテーブルを作成します。テーブルに名前を付け、座席数を割当てます。予約可能なテーブルにするために、予約リソースにリンクさせることもできます。完了したら" " :guilabel:`保存して閉じる` または :guilabel:`保存して新規作成` をクリックして確定します。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "window to create a table in the POS backend" msgstr "POSバックエンドでテーブルを作るためのウィンドウ" #: ../../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 "" "POSを開き、フロントエンド` " "から:ref:`編集して、実際のフロアプランを反映したレストランやバーの配置図を作成する必要があります。" #: ../../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 "" "フロアを即座に作成する: :ref:`POS設定`にアクセスし、 " ":guilabel:`フロア＆テーブルマップ` カテゴリの :guilabel:`フロア` フィールドにフロア名を入力し、*enter* を押します。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "setting to create floors from the POS settings" msgstr "POS設定からフロアを作成する設定" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:53 msgid "From the POS frontend" msgstr "POSフロントエンドから" #: ../../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 "" "フロントエンドからフロアやテーブルを作成するには、:ref:`POSセッションを開く`、右上のハンバーガーメニューアイコン :guilabel:`≡` をクリックし、次に :guilabel:`プランの編集` をクリックして" " **編集モード** に入ります。" #: ../../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 "フロアを追加するには :guilabel:`+ フロアを追加` をクリックし、ポップアップウィンドウに名前を入力します。" #: ../../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 "" "フロアを作成したら、:guilabel:`+ テーブル` " "をクリックしてテーブルを追加します。テーブルを移動するには、テーブルを選択してドラッグ＆ドロップします。:guilabel:`座席` " "をクリックして座席数を、:guilabel:`形` をクリックしてテーブルの形状を、:guilabel:`塗りつぶし` " "をクリックしてテーブルの色を、:guilabel:`名前の変更` " "をクリックしてテーブルの名前を変更することができます。既存のテーブルを複製するには、そのテーブルを選択して :guilabel:`コピー` " "をクリックします。また、 :guilabel:`削除` をクリックしてテーブルを削除することもできます。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:68 msgid "" "After making all the necessary modifications, click :guilabel:`CLOSE` to " "save." msgstr "必要な修正が全て完了したら、 :guilabel:`閉じる` をクリックして保存します。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "the floor plan view in edit mode." msgstr "編集モードの平面図ビュー。" #: ../../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 "テーブルが選択されていない場合、修正はフロアに適用されます。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:77 msgid "Removing a table or a floor cannot be undone." msgstr "テーブルや床の削除は元に戻せません。" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82 msgid "Table transfer" msgstr "テーブル移動" #: ../../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 "" "あるテーブルから別のテーブルへ顧客を移動するには、テーブルを選択し、POSインターフェースの :guilabel:`→ 移動` " "をクリックします。これにより、フロアプランビューにリダイレクトされ、そこで顧客を移動させたい新しいテーブルを選択することができます。" #: ../../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 "顧客を移動すると、その顧客が発注したオーダや元のテーブルにリンクされているオーダも全て移動されます。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "オーダ印刷" #: ../../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 "" "レストランやバーのワークフローにプリンタを組み込むことで、フロントとバックのチーム間のコミュニケーションと協力が強化され、より合理的で効率的なサービスにつながります。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "プリンタを有効化して作成" #: ../../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 "" "キッチンまたはバーのプリンタにオーダを送信できるようにするには、 :menuselection:`POS --> 設定 --> 管理設定` に進み、 " ":guilabel:`レストラン & バー` セクションまでスクロールダウンし、 :guilabel:`厨房プリンタ` " "を有効にします。:guilabel:`プリンタ`　フィールドにプリンタの名前を入力し、 :guilabel:`作成と編集...` " "をクリックして設定フォームを開きます。" #: ../../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 "" "すでに作成されている全てのプリンタのリストを取得したり、作成済のプリンタを変更したりするには、 :guilabel:`--> プリンタ` " "をクリックして目的のプリンタを選択し、設定フォームを開きます。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "settings to enable the kitchen printers" msgstr "厨房プリンタを有効にする管理設定" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 msgid "Setup form" msgstr "セットアップフォーム" #: ../../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 "" ":ref:`セットアップフォーム ` から、 :guilabel:`プリンタタイプ` " "をインストール環境に合わせて選択します:" #: ../../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 "" "POSカテゴリに基づいて特定のプロダクトを印刷するようにプリンタを設定します。これを行うには、:guilabel:`プリント済プロダクトカテゴリ` " "フィールドの:guilabel:`明細を追加` " "をクリックします。このフィールドを空にすると、POSカテゴリに関係なく全てのプロダクトがプリンタに送信されます。" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "setup form to configure a kitchen printer" msgstr "厨房プリンタを設定するためのセットアップフォーム" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56 msgid "Print orders" msgstr "オーダを印刷する" #: ../../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 "オープンセッションから、オーダを取始め、 :guilabel:`オーダ` をクリックしてそれをバーか厨房に送信します。" #: ../../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 "POSのUIからオーダボタンを押すと、キッチンやバーにオーダを送ることができます。" #: ../../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 "印刷能なプロダクトは、カート内に緑色で表示され、オーダボタンも緑色になります。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Tips" msgstr "ヒント" #: ../../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 "" "チップの習慣がある国があります。POSでは :ref:`店舗 `、:doc:`バー " "<../restaurant>`、:doc:`レストラン <../restaurant>` でチップを渡すことができます。" #: ../../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 "" "POSでチップを許可するには、 :menuselection:`POS --> 設定 --> 管理設定` で :guilabel:`チップ` " "機能を有効にします。ページ上部で、**チップ** を許可したいPOSを選択し、 :guilabel:`支払` セクションまでスクロールダウンして " ":guilabel:`チップ` をチェックします。有効化したら、対応するフィールドに :guilabel:`チッププロダクト` " "を追加し、保存します。指定されたプロダクトは顧客の領収書の参照として使用されます。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "enable tips in a POS" msgstr "POSでチップを有効にする" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25 msgid "Tip products" msgstr "チッププロダクト" #: ../../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 "" "**チッププロダクト** はその場で作成することができます。そのためには、 :ref:`チッププロダクト ` " "フィールドにプロダクト名を入力し、 :guilabel:`作成` をクリックするか、 **エンター** " "キーを押します。プロダクトは自動的に支払画面でチップとして使用されるように設定されます。" #: ../../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 "" "ただし、POSセッションでチッププロダクトを選択できるようにしたい場合は、**POSで利用可能** 設定を有効にする必要があります。そのためには、 " ":guilabel:`作成と編集...` をクリックしてプロダクト設定フォームを開きます。次に、 :guilabel:`販売` タブに移動し、 " ":guilabel:`POSで利用可能` チェックボックスにチェックを入れ、 :guilabel:`保存 & クローズ` をクリックします。" #: ../../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 "" "チップとして使用するプロダクトを作成する場合、不必要な在庫移動を避けるために、**プロダクトタイプ** を :guilabel:`消耗品` " "のままにしておきます。" #: ../../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 "1つのPOSにつきチッププロダクトは1つしか選択できませんが、それぞれ異なるプロダクトを選択することができます。" #: ../../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 "Adyen端末を使用したチップ" #: ../../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 "" ":doc:`Adyen <../payment_methods/terminals/adyen>` の決済端末を使用し、端末を使用して **チップ** " "を有効にしたい場合は、 :ref:`チップの管理設定 `の下にある " ":guilabel:`決済端末を使用してチップを追加(Adyen)` にチェックを入れます。" #: ../../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 "支払後のチップ" #: ../../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 "" "バーやレストランでPOSシステムを使用している場合、:guilabel:`支払後にチップを追加(北アメリカ特有)` " "を有効にすることができます。そうすることで、顧客とウェイターが手動で印刷・記入する請求書が生成されます。その請求書には、顧客が支払後に渡すチップの金額が表示されます。" #: ../../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 "この機能を使用するには、選択した支払方法に銀行仕訳帳が付与されている必要があります。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "チップを追加" #: ../../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 "" "オーダにチップを追加するには、:ref:`支払画面`にアクセスし、:guilabel:`♥ チップ` " "をクリックします。次に、チップの金額を入力し、:guilabel:`確認` をクリックして確認し、支払を処理します。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tip popup window" msgstr "チップポップアップウィンドウ" #: ../../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 "" "または、POSインターフェイスで :ref:`チッププロダクト ` " "を選択してカートに追加することもできます。選択されると、そのプロダクトは自動的にチップとして設定され、そのデフォルト値は **販売価格** " "と等しくなります。" #: ../../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 "" "チェックアウトの際、決済端末として **Adyen** を選択し、 :guilabel:`送信` " "をクリックして支払要求を端末に送信します。顧客は支払に進む前に、端末の画面で希望するチップ額を入力するよう求められます。" #: ../../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 "" "チェックアウトの際、カードの支払方法を選択し、:guilabel:`クローズタブ` " "をクリックします。そうすることで、顧客が記入する請求書が作成されます。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tipping bill after payment to complete by customers" msgstr "顧客による支払完了後のチップ請求書" #: ../../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 "" "次の画面で、パーセンテージ(:guilabel:`15%`、:guilabel:`20%`、:guilabel:`25%`)をクリックするか、:guilabel:`チップなし`、または顧客が選択したチップ額を入力します。次に、:guilabel:`確定`" " をクリックすると、次の順番に移動します。" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "screen to select a tip amount to collect after payment" msgstr "支払後に徴収するチップ額を選択する画面" #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Shop features" msgstr "店舗機能" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3 msgid "Barcodes" msgstr "バーコード" #: ../../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 "" "バーコードスキャナを使用してPOSオーダを処理すると、迅速な顧客サービスを提供する効率が向上します。バーコードスキャナは、プロダクトをスキャンするためにも、従業員をPOSセッションにログインさせるためにも使用できます。" #: ../../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 "" "バーコードスキャナーを使用するには、在庫リアプリで機能を有効にする必要があります。:menuselection:`在庫 --> 設定 --> 管理設定`" " に移動し、 :guilabel:`バーコード` セクションで、 :guilabel:`バーコードスキャナ` にチェックを入れて保存します。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "インベントリアプリケーションでのバーコード設定" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" ":doc:`バーコードスキャナの設定 `" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" ":doc:`バーコードスキャナの有効化 " "`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24 msgid "" "Once enabled in **Inventory**, you can use the barcode feature in **Point of" " Sale** with products that have a barcode number assigned." msgstr "**在庫** で有効にすると、**POS** でバーコード番号が割当てられたプロダクトでバーコード機能を使用することができます。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "バーコード割当" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "プロダクトへ割当" #: ../../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 "" "POSでこの機能を使用するには、プロダクトにバーコードを割当てる必要があります。これを行うには、 :menuselection:`POS --> " "プロダクト --> プロダクト` に行き、**プロダクトフォーム** を開きます。:guilabel:`一般情報` タブの " ":guilabel:`バーコード` フィールドにバーコード番号を追加します。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "従業員へ割当" #: ../../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 "" "従業員に識別番号を追加するには、**従業員** アプリに移動し、**従業員フォーム** を開きます。従業員の識別番号を選択し、 " ":guilabel:`HR管理設定` タブの :guilabel:`PINコード` フィールドに入力します。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "バーコード使用" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "プロダクトをスキャンする" #: ../../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 "" "バーコードスキャナーでプロダクトのバーコードをスキャンします。そうすることで、カートに直接追加されます。数量を変更するには、必要なだけプロダクトをスキャンするか、:guilabel:`数量`" " をクリックしてキーパッドでプロダクト数を入力して下さい。" #: ../../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 "検索バーにバーコード番号を手入力してプロダクトを探すこともできます。その後、クリックしてカートに入れます。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "従業員を記録" #: ../../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 "" "バーコードスキャナーを使用して従業員ログインを行うこともできます。 そのためには、POSに対する " ":ref:`アクセスを制限` した後に " ":ref:`バーコードを使用して従業員ログイン` でPOSにログインします。" #: ../../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 "リモート" #: ../../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 "販売オーダ" #: ../../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 "" "小売業の場合、POSからプロダクトを直接オーダする必要な場合があります。Odoo " "POSはOdoo販売と完全に統合されているため、POSから直接販売オーダを作成し、代金を支払うことができます。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "販売オーダを選択" #: ../../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 "" "**POS** アプリケーションから、新しいセッションを開いて下さい。次に、 :guilabel:`見積/オーダ` " "をクリックすると、販売アプリケーションで作成された見積と販売オーダの全リストが表示されます。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "POSインターフェイスの見積および販売オーダボタン" #: ../../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 "" "適切なオーダを簡単に見つけるため、**顧客** または **オーダ参照** " "でリストをフィルタリングすることができます。また、:guilabel:`見積/オーダ` " "をクリックする前に顧客を設定すると、リストを特定の顧客に絞り込むことができます。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "前受金の適用またはオーダの決済" #: ../../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 "販売オーダのリストから、支払を行うオーダを選択します。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "販売オーダと見積のリスト表示" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "いずれかが可能です:" #: ../../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 "" "オーダの **一部を**決済する: :guilabel:`前受金を適用` " "をクリックした後、顧客に支払を望む前受金のパーセンテージを入力します。その後、:guilabel:`ok` をクリックしてオーダに進みます。" #: ../../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 "オーダを **完全に** 決済する: :guilabel:`オーダを決済する` をクリックして、販売オーダの合計金額を支払います。" #: ../../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 "販売オーダを決済すると、適用された前受金は自動的に合計金額から差引かれます。" #: ../../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 "シリアル番号とロット" #: ../../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 "" "**シリアル番号** と **ロット** " "を使用すると、プロダクトの動きを追跡することができます。プロダクトが追跡されると、システムは最終の移動に基づいて位置を特定します。" #: ../../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 "" "トレーサビリティを有効にするには、 :menuselection:`POS --> プロダクト --> プロダクト` " "に進みます。次に、プロダクトを選択し、 :guilabel:`在庫` タブの :guilabel:`固有のシリアル番号で追跡` または " ":guilabel:`ロットで追跡` ボックスにチェックを入れます。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "トレーサビリティ設定を有効にする" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "シリアル番号とロットインポート" #: ../../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 "" "POSでシリアル番号をインポートすることができます。これを行うには、追跡されたプロダクトを含む **販売オーダ** または **見積** " "を選択します。次に、:abbr:`販売オーダ`にリンクされている **ロットまたはシリアル番号** を読み込むことに同意します。" #: ../../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 "シリアル番号インポート用ポップアップウィンドウ" #: ../../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 "" "インポートされた追跡番号は、追跡されたプロダクトの下に表示されます。プロダクトの横にあるリストビューボタンをクリックすることで変更することができます。" #: ../../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 "シリアル番号とロット作成" #: ../../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 "" "追跡プロダクトがPOSで利用可能な場合、プロダクトをカートに追加するとポップアップウィンドウが開き、プロダクトのシリアル番号またはロット番号を入力またはスキャンできます。同じ追跡対象プロダクトを複数追加するには、**入力**" " をクリックして有効化し、新しい行を開始します。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "新規シリアルおよびロット番号を追加" #: ../../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 "" "追跡されたプロダクトの数量をテンキーで変更すると、リストビューのボタンが赤くなります。それをクリックすると、不足しているロット番号とシリアル番号が追加されます。" #: ../../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:`ロット番号とシリアル番号` は、追跡されるプロダクトで :guilabel:`必要` " "ですが、必須ではありません。つまり、一部または全部を割り当てなくても販売の完了に支障は**ありません** 。" #: ../../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 "後日配送" #: ../../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 "" "**後日発送** " "機能は、プロダクトを販売し、後日配送を予約することができます。例えば、プロダクトが品切れであったり、大量発送が必要であったり、何らかの理由で顧客がオーダの後日発送を希望する場合などに便利です。" #: ../../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 "" ":ref:`POS管理設定 ` に行き、 :guilabel:`在庫` " "セクションまでスクロールダウンし、 :guilabel:`後日配送を許可` を有効にします。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "settings to enable and configure the ship later feature" msgstr "後で出荷する機能を有効にし、設定するための設定" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19 msgid "Once activated, you can:" msgstr "有効化されると、以下が可能です:" #: ../../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 ":guilabel:`倉庫` を選択して、プロダクトを出荷するロケーションを選択します。" #: ../../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 ":guilabel:`特定のルート` を定義するか、デフォルトのルートを使用するためにこのフィールドを空にします。" #: ../../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 "" ":guilabel:`配送ポリシー` を定義します。プロダクトを別々に配送できる場合は :guilabel:`なるべく早く` " "を、全てのプロダクトを一度に配送する場合は :guilabel:`全プロダクトが準備できてから` を選択します。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29 msgid "" ":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34 msgid ":ref:`Open a session ` and make a sale." msgstr ":ref:`セッションを開く`、そして販売を行います。" #: ../../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 "支払画面で、顧客を設定し、:guilabel:`後日配送` を選択します。" #: ../../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 "ポップアップウィンドウで発送日を設定し、 :guilabel:`確認` をクリックして支払に進みます。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "selecting ship later at checkout." msgstr "支払時に後日発送を選択して下さい。" #: ../../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 "システムは即座に倉庫から配送先住所への配送オーダを作成します。" #: ../../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 "選択された顧客は、プロダクトを出荷するためにシステム内の住所を参照している必要があります。" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "レンタル" #: ../../content/applications/sales/rental.rst:5 msgid "" "The Odoo *Rental* application provides comprehensive solutions to configure " "and manage rentals." msgstr "Odoo *レンタル* アプリケーションは、レンタルの設定と管理のための包括的なソリューションを提供します。" #: ../../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 "" "見積書の送付、オーダの確認、レンタルの予約、プロダクトの引取・返却時の登録、顧客への請求書発行などをこのプラットフォーム1つで行うことができます。" #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "`Odooレンタル: プロダクトページ `_" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "`Odooチュートリアル: レンタル `_" #: ../../content/applications/sales/rental.rst:17 msgid "Dashboard" msgstr "ダッシュボード" #: ../../content/applications/sales/rental.rst:19 msgid "" "Upon opening the *Rental* application, the :guilabel:`Rental Orders` " "dashboard is revealed." msgstr "*レンタル* アプリケーションを開くと、 :guilabel:`レンタルオーダ` ダッシュボードが表示されます。" #: ../../content/applications/sales/rental.rst-1 msgid "" "Example of the Rental Orders dashboard available in the Odoo Rental " "application." msgstr "Odooレンタルアプリケーションで利用可能なレンタルオーダーダッシュボードの例。" #: ../../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 "" "デフォルトのかんばん表示では、全てのレンタルが表示されます。各レンタルカードには、顧客名、レンタル価格、関連する販売オーダ番号、レンタルのステータスが表示されます。" #: ../../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 "レンタル状況が表示されて **ない** レンタルかんばんカードは、見積は確定しているが、まだ引取されていないことを意味します。" #: ../../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 "" "左サイドバーには各レンタルの :guilabel:`レンタルステータス` が表示されます。その下にある :guilabel:`請求ステータス` " "にアクセスすることができます。左サイドバーのオプションをクリックすると、ダッシュボードに表示されるレンタルがフィルタリングされます。" #: ../../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 "管理設定" #: ../../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 "" "追加レンタル遅延費用、レンタルアイテムの有無、またはレンタルの最小時間を設定するには、 :menuselection:`レンタルアプリ --> 設定 " "--> 管理設定` に移動します。" #: ../../content/applications/sales/rental.rst-1 #: ../../content/applications/sales/rental.rst-1 msgid "How the Settings page appears in the Odoo Rental application." msgstr "Odooレンタルの設定画面の表示方法" #: ../../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 "" ":guilabel:`レンタル` セクションには、 :guilabel:`デフォルトの遅延コスト` と :guilabel:`デフォルトバッファ時間` " "を設定するオプションがあります。また、 :guilabel:`レンタル転送` と :guilabel:`デジタルドキュメント` " "を有効にするオプションもあります。" #: ../../content/applications/sales/rental.rst:50 msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." msgstr ":guilabel:`デフォルト遅延コスト` は遅延返却用の追加コストです。" #: ../../content/applications/sales/rental.rst:51 msgid "" ":guilabel:`Default Padding Time` represents the minimum amount of time " "between two rentals." msgstr ":guilabel:`デフォルトバッファ時間` は、2つのレンタル間の最小時間を表します。" #: ../../content/applications/sales/rental.rst:52 msgid "" ":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" " for rental orders." msgstr ":guilabel:`レンタル転送` は、在庫の配送と入荷をレンタルオーダに使用できることを意味します。" #: ../../content/applications/sales/rental.rst:54 msgid "" ":guilabel:`Digital Documents` allows users to upload documents for customers" " to sign prior to" msgstr ":guilabel:`デジタルドキュメント`により、ユーザは、顧客が署名するドキュメントをアップロードすることができます。" #: ../../content/applications/sales/rental.rst:54 msgid "confirming their rental." msgstr "レンタルを確定する" #: ../../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 "" "guilabel:`オンラインでレンタル`セクションには、:guilabel:`最小レンタル期間`を設定するオプションと、:guilabel:`利用不可日`、つまり受取と返却ができない日を指定するオプションがあります。" #: ../../content/applications/sales/rental.rst:61 msgid "Rental products" msgstr "レンタルプロダクト" #: ../../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 "" "データベース内のレンタル可能な全商品を表示するには、 :menuselection:`レンタルアプリ --> プロダクト` " "に移動します。デフォルトでは、検索バーに :guilabel:`レンタル可能` 検索フィルタが表示されます。" #: ../../content/applications/sales/rental.rst:66 msgid "" "Each product kanban card displays that product's name, rental price, and " "product image (if applicable)." msgstr "各プロダクトのかんばんカードには、プロダクト名、レンタル価格、プロダクト画像(該当する場合)が表示されます。" #: ../../content/applications/sales/rental.rst:70 msgid "Rental pricing" msgstr "レンタル価格" #: ../../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 "" "プロダクトのレンタル価格を調整するには、*レンタル* アプリの :guilabel:`プロダクト` ページに移動し、希望のプロダクトを選択するか、 " ":guilabel:`新規` をクリックしてゼロから新しいプロダクトを作成します。" #: ../../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 "" "プロダクトフォームで、:guilabel:`レンタル可能` " "チェックボックスにチェックが入っていることを確認します。次に、:guilabel:`レンタル価格` タブを開きます。" #: ../../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 "" "*レンタル* アプリの外でレンタルプロダクトを作成する場合、プロダクトフォームの :guilabel:`レンタル可能` " "チェックボックスにチェックが入っていることを確認して下さい。デフォルトでは、*レンタル* " "アプリで直接商品を作成する場合は、常にこのチェックボックスにチェックが入っています。" #: ../../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 "" ":guilabel:`レンタル価格` タブの :guilabel:`価格` セクションで、プロダクトのカスタムレンタル価格とレンタル期間を指定します。" #: ../../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 "" "レンタルの価格を追加するには、 :guilabel:`価格の追加` をクリックします。次に、:guilabel:`機関` カラムで *価格設定期間* " "(:dfn:`レンタル期間の単位`) を選択するか、名前を入力して:guilabel:`作成` をクリックして新しい価格設定期間を作成します。" #: ../../content/applications/sales/rental.rst:97 msgid "" "Next, decide whether or not to apply this custom rental price to a specific " ":guilabel:`Pricelist`." msgstr "次に、このカスタムレンタル価格を特定の :guilabel:`価格表` に適用するかどうかを決定します。" #: ../../content/applications/sales/rental.rst:99 msgid "" "Lastly, enter the desired :guilabel:`Price` for that specific " ":guilabel:`Period`." msgstr "最後に、その特定の :guilabel:`期間` の :guilabel:`価格` を入力します。" #: ../../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 "" "価格設定明細の数に制限はありません。レンタルプロダクトの複数の価格設定オプションは、通常、長いレンタル期間に同意する顧客に対して値引を提供するために使用されます。" #: ../../content/applications/sales/rental.rst:105 msgid "" "To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " "and that row is deleted." msgstr ":guilabel:`🗑️(ゴミ箱)` アイコンをクリックすると、その行が削除されます。" #: ../../content/applications/sales/rental.rst:109 msgid "Reservations" msgstr "在庫引当" #: ../../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 "" ":guilabel:`レンタル料金` タブの:guilabel:`予約` " "セクションの下に、顧客がレンタルの返却にかかった:guilabel:`延長時間` または:guilabel:`延長日` " "に対する追加の延滞料を設定するオプションがあります。" #: ../../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 "" "また、2つのレンタルオーダの間にレンタルプロダクトを一時的に利用できなくするために、時間で表される :guilabel:`セキュリティ時間` " "を設定するオプションもあります。このような機能は、レンタルの間に整備やクリーニングが必要な場合に便利です。" #: ../../content/applications/sales/rental.rst:120 msgid "Price computing" msgstr "価格計算" #: ../../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はレンタルオーダを作成する際、常に2つの規則でプロダクト価格を計算します:" #: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "1つの価格明細のみ使用されます。" #: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "最も安価な明細が選択されます。" #: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "あるプロダクトについて、次のようなレンタル価格設定を考えてみましょう:" #: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 日: $100" #: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 日: $250" #: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 週間: $500" #: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "ある顧客がこのプロダクトを8日間レンタルしたい場合、料金はいくらになるでしょうか？" #: ../../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 "" "オーダが作成されると、Odooは2番目の明細を選択します。顧客はレンタルの8日間をカバーするためにを '3日間' " "を3回、合計750ドルを支払う必要があります。" #: ../../content/applications/sales/rental.rst:142 msgid "Rental orders" msgstr "レンタルオーダ" #: ../../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 "" "*レンタル* アプリでレンタルオーダを作成するには、 :menuselection:`レンタルアプリ --> オーダ --> オーダ` に移動し、 " ":guilabel:`新規` をクリックします。空白のレンタルオーダフォームが表示されますので、必要事項を記入して下さい。" #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a filled out rental order available in the Odoo Rental " "application." msgstr "Odooレンタルアプリケーションで利用可能なレンタルオーダーの記入例。" #: ../../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 "まず :guilabel:`顧客` を追加し、次に :guilabel:`レンタル期間` フィールドで希望するレンタル期間を設定します。" #: ../../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 "" "レンタル期間を調整するには、:guilabel:`レンタル期間`フィールドの最初の日付をクリックし、表示されるポップアップカレンダフォームからレンタル期間を表す日付の範囲を選択します。" #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a rental period calendar pop-up window in the Odoo Rental " "application." msgstr "Odooレンタルアプリケーションのレンタル期間カレンダのポップアップウィンドウのサンプル。" #: ../../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 "" "完了したら、カレンダのポップアップフォームで :guilabel:`適用` をクリックします。その後、ポップアップフォームが消え、 " ":guilabel:`期間` フィールドにレンタル期間が表示されます。" #: ../../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 "" "次に、 :guilabel:`オーダ明細` タブの :guilabel:`プロダクト追加` " "をクリックし、フォームに追加したいレンタルプロダクトを選択して、レンタルプロダクトを追加します。" #: ../../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 "" ":guilabel:`レンタル期間` フィールドが適切に設定される *前* " "にレンタルプロダクトが追加された場合、ユーザはそれに応じてguilabel:`レンタル期間` フィールドを調整することができます。" #: ../../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 "" "レンタル期間を表す希望の日付範囲を選択し、:guilabel:`期間`フィールドの :guilabel:`レンタル料金の更新` をクリックします。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The update rental prices option that appears in the Odoo Rental application." msgstr "Odooレンタルアプリケーションに表示されるレンタル価格の更新オプション。" #: ../../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 "" "そうすると :guilabel:`確認` ポップアップウィンドウが表示されます。問題がなければ :guilabel:`OK` " "をクリックすると、Odooがレンタル料金を再計算します。" #: ../../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 "" "全ての情報がレンタルオーダフォームに正しく入力されたら、:guilabel:`Eメールで送信` " "ボタンをクリックして顧客に見積書を送信するか、:guilabel:`確認` ボタンをクリックしてオーダを確定します。" #: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "顧客署名" #: ../../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 "" "レンタルオーダを確定すると、 :guilabel:`ドキュメントに署名する` " "ボタンが表示されます。これにより、顧客がレンタルプロダクトを受け取る前に、会社と顧客間の取り決めの概要を記したレンタル契約書に署名するよう要求することができます。" #: ../../content/applications/sales/rental.rst:195 msgid "" "Such documents can ensure everything is returned on-time and in its original" " condition." msgstr "このようなドキュメントは、全てものが期限内に、元の状態で返却されることを保証することができます。" #: ../../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 "" ":guilabel:`ドキュメント署名` ボタン/オプションは、*レンタル* アプリケーションの設定で :guilabel:`デジタルドキュメント` " "機能が有効になっている場合に **のみ** 表示されます。そのためには :menuselection:`レンタルアプリ --> 設定 --> 管理設定`" " に移動し、 :guilabel:`デジタルドキュメント` を有効にして :guilabel:`保存` をクリックします。" #: ../../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 "" "レンタル契約書に顧客の署名を求めるには、確定したレンタルオーダを選択し、 :guilabel:`ドキュメントに署名する` ボタンをクリックして " ":guilabel:`ドキュメントに署名する` ポップアップウィンドウを表示します。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The Sign Documents pop-up window that appears in the Odoo Rental " "application." msgstr "Odooレンタルアプリケーションに表示されるドキュメントに署名するポップアップウィンドウ。" #: ../../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 "" "ここから :guilabel:`ドキュメントテンプレート` フィールドから必要なドキュメントを選択します。そして " ":guilabel:`ドキュメントに署名する` をクリックします。そうすると :guilabel:`新規署名要求` " "ポップアップウィンドウが表示されます。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The New Signature Request pop-up window that appears in the Odoo Rental " "application." msgstr "Odooレンタルアプリケーションに表示される新規署名要求ポップアップウィンドウ。" #: ../../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 "" ":guilabel:`新規署名要求` ポップアップフォームの情報を確認したら、:guilabel:`今すぐ署名` " "をクリックして署名プロセスを開始します。" #: ../../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 "その後、別のページが表示され、署名するドキュメントが表示され、顧客ポータルからアクセスできます。" #: ../../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は、明確でクリックしやすいインジケータを使用して、顧客に署名プロセスを案内し、電子署名を作成してフォームを素早く完成させることができます。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The adopt your signature pop-up window that appears in the Odoo Rental " "application." msgstr "Odooレンタルアプリケーションに表示されるポップアップウィンドウに署名を適用します。" #: ../../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 "" "ドキュメントの署名が完了したら、ドキュメントの下部にある :guilabel:`検証し、完了したドキュメントを送信する` ボタンをクリックして下さい。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The validate and send completed document button in the Odoo Rental " "application." msgstr "Odooレンタルアプリケーションの'検証し、完了したドキュメントを送信する'ボタンをクリックします。" #: ../../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 "" ":guilabel:`検証し、完了したドキュメントを送信する` " "ボタンをクリックすると、Odooは必要に応じて記録保存用に署名済ドキュメントをダウンロードするオプションを表示します。" #: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "`Odooチュートリアル: 署名 `_" #: ../../content/applications/sales/rental.rst:250 msgid "Pickup products" msgstr "プロダクト貸出" #: ../../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 "" "顧客がプロダクトをピックアップする場合、適切なレンタルオーダに移動し、 :guilabel:`貸出` ボタンをクリックし、表示される " ":guilabel:`貸出を検証する` ポップアップフォームで :guilabel:`検証` をクリックします。" #: ../../content/applications/sales/rental.rst:256 msgid "" "Doing so places a :guilabel:`Picked-up` status banner on the rental order." msgstr "そうすることで、レンタルオーダに :guilabel:`貸出済` ステータスのバナーが表示されます。" #: ../../content/applications/sales/rental.rst:259 msgid "Return products" msgstr "プロダクト返却" #: ../../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 "" "顧客がプロダクトを返却する場合、適切なレンタルオーダに移動し、 :guilabel:`返却` ボタンをクリックし、表示される " ":guilabel:`返却を検証` ポップアップフォームで :guilabel:`検証` をクリックして返品を検証します。" #: ../../content/applications/sales/rental.rst:265 msgid "" "Doing so places a :guilabel:`Returned` status banner on the rental order." msgstr "そうすることで、レンタルオーダに :guilabel:`返却済` ステータスのバナーが表示されます。" #: ../../content/applications/sales/rental.rst:268 msgid "Print pickup and return receipts" msgstr "貸出・返却領収書を印刷する" #: ../../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 "顧客がレンタルプロダクトを受取ったり返却したりする際に、貸出・返却レシートを印刷することができます。" #: ../../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 "" "貸出および/または返却領収書を印刷するには、該当するレンタルオーダに移動し、 :guilabel:`⚙️ (gear)` " "アイコンをクリックしてドロップダウンメニューを表示します。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The pickup and return receipt print option in the Odoo Rental application." msgstr "Odooレンタルアプリケーションの貸出・返却レシート印刷オプション。" #: ../../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 "" "このドロップダウンメニューから :guilabel:`印刷` オプションにカーソルを合わせるとサブメニューが表示されます。次に " ":guilabel:`貸出・返却領収書` を選択します。" #: ../../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はレンタルプロダクトの現在のステータスを記載したPDFを作成し、ダウンロードします。" #: ../../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販売** は販売プロセス(見積から販売オーダまで)を実行し、販売したプロダクトを納品して請求書を発行するアプリケーションです。" #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "`Odooチュートリアル: 販売チュートリアル `_" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "Amazonコネクター" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector features" msgstr "Amazonコネクタ機能" #: ../../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 "" "Amazonコネクタ*はAmazonとOdoo間のオーダを同期し、Amazonの注文(Amazonセラーアカウントから)をOdooに手動で入力する時間を大幅に削減します。また、Odoo上でAmazonの売上を正確に把握することができます。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 #: ../../content/applications/sales/sales/shopee_connector.rst:12 msgid "Supported features" msgstr "サポート機能" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The Amazon Connector is able to:" msgstr "Amazon Connectorコネクタにより以下が可能です:" #: ../../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 "すべての確定オーダ(FBAとFBMの両方)と、以下を含むそのオーダ項目を(AmazonからOdooへ)同期します:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "product name, description, and quantity" msgstr "プロダクト名、説明と数量" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "shipping costs for the product" msgstr "プロダクトの配送料金" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "gift wrapping charges" msgstr "ギフトラッピング料金" #: ../../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 "オーダに関連する不足分の取引先をOdooで作成します(サポートされている連絡先タイプ：連絡先、配送先住所)。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:24 msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "Odoo(FBM)で出荷が確認されたことをAmazonに通知し、支払いを受けます。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "プロダクト(FBM)の利用可能在庫を(OdooからAmazonへ)同期します。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 #: ../../content/applications/sales/sales/shopee_connector.rst:24 msgid "Support multiple seller accounts." msgstr "複数のセラーアカウントをサポート。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "セラーアカウントごとに複数のマーケットプレイスをサポート。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:32 msgid "" "The following table lists capabilities provided by Odoo when using the " "Amazon Connector:" msgstr "以下の表は、Amazonコネクタを使用する際にOdooが提供する機能の一覧です:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "Amazonによりフルフィルメントが行われる(FBA)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "販売者によりフルフィルメントが行われる(FBM)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "**オーダ**" #: ../../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 "**配送**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon, and included in the synchronized order." msgstr "送料はAmazonが計算し、同期されたオーダに含まれます。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon and included in the synchronized orders." msgstr "送料はAmazonが計算し、同期されたオーダに含まれます。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "Shipping done by Amazon." msgstr "Amazonによる配送。" #: ../../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 "各新規オーダに対してOdooで配送オーダが自動的に作成されます。Odooで処理されると、Amazonでステータスが同期されます。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "**ギフトラッピング**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Handled by Amazon." msgstr "Amazonにより処理。" #: ../../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 "" "費用はAmazonによって計算され、同期されたオーダに含まれます。ギフトメッセージは、オーダの明細と配送オーダに追加されます。あとはユーザ次第です。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "**在庫管理**" #: ../../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 "アマゾンで管理され、Odooでフォローするためにバーチャルロケーションと同期しています。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "Odoo在庫アプリで管理し、Amazonと同期。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "**Delivery Notifications**" msgstr "**配送通知**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "Odooから同期された配送状況に基づいて、Amazonから送信されます。" #: ../../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 "" "Amazonコネクタは販売オーダのデータを同期するように設計されています。毎月の料金レポートのダウンロード、クレーム処理、返金の発行などの他のアクションは、通常通り" " *Amazonセラーセントラル* から管理する **必要があります** 。" #: ../../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 "サポート済マーケットプレイス" #: ../../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 "" "マーケットプレイスがアマゾンのマーケットプレイスに掲載されていない場合、:ref:`新規マーケットプレイスを追加 ` で追加することができます。" #: ../../content/applications/sales/sales/amazon_connector/features.rst:86 msgid "**North America region**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Canada" msgstr "カナダ" #: ../../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 "メキシコ" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Germany" msgstr "ドイツ" #: ../../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 "スペイン" #: ../../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 "フランス" #: ../../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 "イギリス" #: ../../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 "イタリア" #: ../../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 "オランダ" #: ../../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:`セットアップ`" #: ../../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:`管理`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Amazon order management" msgstr "Amazonオーダ管理" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:48 msgid "Order synchronization" msgstr "オーダ同期" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" "Orders are automatically fetched from Amazon, and synchronized in Odoo, at " "regular intervals." msgstr "オーダは自動的にAmazonから取得され、定期的にOdooに同期されます。" #: ../../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 "" "同期化はAmazonのステータスに基づいて行われます: " "前回の同期化以降にステータスが変更されたオーダのみがAmazonから取得されます。これにはどちらの側(AmazonまたはOdoo)での変更も含まれます。" #: ../../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 "強制的に同期する" #: ../../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 "" "前回の同期からステータスが変更されて **いない** オーダを強制的に同期するには、 :ref:`開発者モード " "`を有効にして下さい。これはどちらの側(AmazonまたはOdoo)での変更も含みます。" #: ../../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 "" "次に、OdooのAmazonアカウントに移動し（:menuselection:`販売アプリ --> 設定 --> 管理設定 --> コネクタ --> " "Amazon同期 --> Amazonアカウント`）、 :menuselection:`オーダフォローアップ --> 最終オーダ同期` " "で日付を変更します。" #: ../../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 "同期と保存を行うオーダの最後のステータス変更より前の日付を必ず選択して下さい。これにより、同期が正しく行われます。" #: ../../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 "" "Amazonアカウントのオーダをすぐに同期するには、:ref:`開発者モード ` " "に切り替え、OdooのAmazonアカウントに移動し、:guilabel:`オーダ同期` をクリックします。ピッキングも同様に " ":guilabel:`ピッキング同期` をクリックします。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:56 msgid "Manage deliveries in FBM" msgstr "FBMで配送を管理する" #: ../../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 "" "OdooでFBM(販売者によるフルフィルメントが行われる)オーダが同期されると、*在庫* " "アプリに販売オーダと顧客レコードと共にピッキングが即座に作成されます。その後、オーダされた全プロダクトを一度に顧客に出荷するか、バックオーダーを使用してプロダクトを部分的に出荷するかを決定します。" #: ../../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 "" "オーダに関連するピッキングが確認されると、Amazonに通知が送られ、Amazonはオーダ(またはその一部)が配送中であることを顧客に通知します。" #: ../../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は、配送ごとに追跡番号を提供するようユーザに求めています。これは運送業者を割当るために必要です。" #: ../../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 "輸送会社が自動的に追跡番号を提供しない場合は、手動で設定する必要があります。この規則は全てのAmazonマーケットプレイスに適用されます。" #: ../../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 "" "選択した運送会社がOdooでサポートされていない場合でも、同じ名前の運送会社を作成することができます(例: `easyship` " "という運送会社を作成)。大文字と小文字は区別されませんが、タイプミスがないように注意して下さい。タイプミスがあると、Amazonはそれを認識 " "**しません** " "。次に、ユーザが配送を行うことをAmazonに通知するために、`セルフ配送`という配送運送会社を作成します。このルートでも、追跡リファレンスは入力する必要があります。顧客への配送はメールで通知され、運送会社と追跡リファレンスは顧客へのメールに表示されます。" #: ../../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 "配送同期時のエラー管理" #: ../../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 "" "AmazonがOdooから送信された情報を正しく処理できないことがあります。この場合、Odooは失敗した全ての出荷とAmazonから送信されたエラーを一覧にしたメールを送信します。さらに、これらの配送には" " :guilabel:`Amazonとの同期に失敗しました` タグが付けられます。" #: ../../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 "" "通常、エラーはAmazonバックエンドまたはOdooで直接修正することができます。Odooで問題が修正された場合、 " ":guilabel:`Amazon同期を再試行` ボタンを使用して出荷を再度同期して下さい。" #: ../../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 "" "Amazonから配送情報が処理されなかったという通知を、どの出荷がそれに影響を受けたかを特定せず、Odooが受け取ることがあります。その場合、ステータスが不明なすべての配送は同期に失敗したものとして扱われます。OdooがAmazonから配送処理が完了したという通知を受け取ると、そのタグは" " :guilabel:`Amazonと同期済` に変わります。このプロセスを短縮するには、Amazonアカウントで :guilabel:`オーダを同期`" " をクリックして手動でオーダを同期するか、 :guilabel:`オーダを復帰` をクリックして該当するAmazonオーダ参照を入力して下さい。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:106 msgid "Follow deliveries in FBA" msgstr "FBAで配送をフォロー" #: ../../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 "" "FBA(Amazonによるフルフィルメント)オーダがOdooで同期されると、在庫移動が *在庫* " "アプリで各販売オーダプロダクトに対して記録されます。そうすることで、システムに保存されます。" #: ../../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 "" "在庫管理者は :menuselection:`在庫アプリ --> レポーティング --> 移動履歴` " "に移動することで、これらの在庫移動にアクセスすることができます。" #: ../../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 "" "FBAオーダの場合、在庫移動はAmazonの出荷ステータスにより、AmazonコネクタによってOdooで自動的に作成されます。新しいプロダクトをAmazonに送る場合、ユーザはこれらのプロダクトを倉庫からAmazonのロケーションに移動するためのピッキング(配送オーダ)を手動で作成する必要があります。" #: ../../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 "" "**Amazon(FBA)*の在庫をOdooでフォローするには、在庫補充後に在庫調整を行って下さい。再オーダ規則から自動補充をAmazonロケーションでトリガーすることもできます。" #: ../../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 "" "AmazonロケーションはOdooで管理されているAmazonアカウントにアクセスすることで設定可能です。OdooでAmazonアカウントにアクセスするには" " :menuselection:`販売アプリ --> 設定 --> 管理設定 --> コネクタ --> Amazon同期 --> " "Amazonアカウント` を開きます。" #: ../../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 "" "同じ会社のアカウントは、デフォルトでは全て同じアマゾンのロケーションを使用します。ただし、マーケットプレイスによってフィルタリングされた在庫をフォローすることは可能です。" #: ../../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 "" "そのためには、まず、個別にフォローしたい銘柄があるマーケットプレイスを、同期しているマーケットプレイスのリストから削除します。それは以下から見つけることができます:`販売アプリ" " --> 設定 --> 管理設定 --> コネクタ --> Amazon同期 --> Amazonアカウント`。" #: ../../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 "次に、このアカウントで別の登録を作成し、全てのマーケットプレイスを削除します。--- 他から孤立させたいマーケットプレイスを **除く**" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" "Lastly, assign another stock location to the second registration of the " "account." msgstr "最後に、アカウントの2つ目の登録に別の在庫ロケーションを割当てます。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 msgid "Invoice and register payments" msgstr "請求書と支払登録" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:143 msgid "Issue invoices" msgstr "請求書を発行する" #: ../../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 "" "Amazonは顧客のメールアドレスを共有しないというポリシーにより、OdooからAmazonの顧客に直接請求書を送信することは**できません**。しかし、作成された請求書をOdooからAmazonのバックエンドに手動でアップロードすることは可能です。" #: ../../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 "" "さらに、B2Bのクライアントの場合、Odooで請求書を作成する **前** に、AmazonのバックエンドからVAT番号を手動で取得する必要があります。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:153 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:155 msgid "Register payments" msgstr "支払登録" #: ../../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 "" "顧客はAmazonを仲介して支払を行うので、専用の *銀行* 仕訳帳(例: `Amazon支払` という名前)を作成し、専用の *銀行と現金* " "仲介勘定科目を持つことをお勧めします。" #: ../../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 "またAmazonは毎月の支払を1回にしているため、支払を登録する際には、1回の支払にリンクしている全ての請求書を選択する必要があります。" #: ../../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 "" "そのためには、Amazonの支払いに特化した適切な :guilabel:`仕訳帳` を使用し、 :guilabel:`支払方法` として " ":guilabel:`バッチ入金` を選択します。" #: ../../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 "" "次に、生成された支払いを全て選択し、 :menuselection:`アクション --> バッチ支払を作成 --> 検証` をクリックします。" #: ../../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 "これと同じアクションは、手数料専用のAmazonからの仕入先請求書でも実行できます。" #: ../../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 "月末に銀行口座に残高が入金され、銀行明細が記録されたら、入金額をAmazon仲介勘定科目に貸方記入します。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:174 msgid "Follow Amazon sales in sales reporting" msgstr "販売レポーティングでAmazonの販売をフォローする" #: ../../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 "OdooのAmazonアカウントプロファイルの :guilabel:`オーダフォローアップ` タブに販売チームが設定されています。" #: ../../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 "" "これにより、販売レポート作成に関連する重要な指標に素早くアクセスできるようになります。デフォルトでは、Amazonアカウントの販売チームは、会社の全てのアカウントで共有されています。" #: ../../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 "必要に応じて、そのアカウントの販売チームを別のチームに変更して、このアカウントの販売内容を別途報告することができます。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 msgid "It is also possible to perform reporting on a per-marketplace basis." msgstr "また、マーケットプレイスごとにレポートを作成することも可能です。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:188 msgid "" "First, remove the desired marketplace from the list of synchronized " "marketplaces." msgstr "まず、同期されたマーケットプレイスのリストから目的のマーケットプレイスを削除します。" #: ../../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 "" "Odooで同期されたマーケットプレイスのリストにアクセスするには :menuselection:`販売アプリ --> 設定 --> 管理設定 --> " "コネクタ --> Amazon同期 --> Amazonアカウント` に移動します。" #: ../../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 "次に、このアカウントで別の登録を作成し、隔離するマーケットプレイス **以外** を全て削除します。" #: ../../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 "最後に、そのアカウントの2つの登録のうちの1つに、別の販売チームを割当てます。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:199 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`機能`" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:3 msgid "Amazon Connector configuration" msgstr "Amazonコネクタ設定" #: ../../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ではユーザがAmazonセラーアカウントをデータベースに登録することができますが、設定を完了する前にユーザはAmazonセラーアカウントを持っている" " **必要があります** 。" #: ../../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 "" "まず、Amazonにログインし、ヘッダーセクションにあるドロップダウンメニューから、:menuselection:`アカウント\\&リスト --> " "出品アカウントを開始` に移動して、Amazonの有料出品用アカウントを設定します。" #: ../../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 "" "次に、:guilabel:`Amazonで販売` " "ページで、サインアッププロセスに従い、最後に以下の手順に従ってOdooにAmazon出品用アカウントを登録・リンクします。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:16 msgid "`Sell with Amazon `_" msgstr "`アマゾンで販売 `_" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:19 msgid "Connect Amazon Seller account to Odoo" msgstr "Amazon出品用アカウントをOdooに接続する" #: ../../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 "" "OdooでAmazon出品アカウントを接続するには、 :メニュー選択:`販売アプリ --> 設定 --> コネクタセクション` に移動し、 " ":guilabel:`Amazon同期` 機能を有効にして :guilabel:`保存` をクリックします。" #: ../../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 "" "次に、 :menuselection:`販売アプリ --> 設定 --> 管理設定 --> コネクタセクション` に戻り、 " ":guilabel:`Amazon同期` 設定の下にある :guilabel:`Amazonアカウント` リンクをクリックします。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales." msgstr "Odoo販売のAmazon同期設定の下にあるAmazonアカウントリンク。" #: ../../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 "" "そうすると、別の :guilabel:`Amazonアカウント` ページが表示されます。ここから :guilabel:`新規` " "をクリックして、新しいAmazonアカウントを作成し、リンクします。" #: ../../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 "" "空白の :guilabel:`Amazonアカウント` フォームページで、まずアカウントの名前を決めます(例：`アメリカマーケットプレイス`)。次に、 " ":guilabel:`認証情報` タブで、 :guilabel:`ホームマーケットプレイス` " "ドロップダウンメニューから、出品者アカウントが最初に作成されたマーケットプレイスを選択します。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "A typical Amazon Account form page in the Odoo Sales application." msgstr "Odoo販売アプリケーションの典型的なAmazonアカウントフォームページ。" #: ../../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 "保存後、 :guilabel:`認証情報` タブのフィールドは :guilabel:`Amazonとリンク` ボタンに置き換えられます。" #: ../../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 "Odoo販売の典型的なAmazonアカウントフォームページとAmazonとのリンクボタン。" #: ../../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 "" "そのボタンをクリックすると、Amazonのログインページにリダイレクトされるか、ユーザがすでにAmazonにログインしている場合は、必要な同意ページに直接リダイレクトされます。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:55 msgid "On the login page, log in to the desired Amazon seller account." msgstr "ログインページで、希望のAmazon出品用アカウントにログインします。" #: ../../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 "同意ページで、AmazonがOdooにアカウントと関連データへのアクセスを許可することを確認します。" #: ../../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 "確認後、AmazonはユーザをOdooに戻し、アカウントが登録されます。" #: ../../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 "" "Amazonアカウントが正常に登録されると、このアカウントで利用可能なマーケットプレイスがOdooと同期され、:guilabel:`マーケットプレイス`タブに表示されます。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:65 msgid "" "If desired, remove items from the list of synchronized marketplaces to " "disable synchronization." msgstr "必要であれば、同期マーケットプレイスのリストからアイテムを削除して同期を無効にします。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:68 msgid "Amazon orders in Odoo" msgstr "OdooでのAmazonオーダ" #: ../../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 "" "Amazonのオーダが同期されると、Odooの販売オーダ上に最大3つの行項目が作成されます。1つはAmazonマーケットプレイスで販売されたプロダクト、1つは送料(もしあれば)、1つはギフトラッピング料金(もしあれば)です。" #: ../../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 "" "販売オーダ商品のデータベースプロダクトの選択は、:guilabel:`内部参照`(`FURN001` " "のようにOdooでカスタマイズ可能なプロダクト参照識別子)とマーケットプレイス商品のAmazon *SKU*、配送料のAmazon " "*配送コード*、ギフトラッピング料金のAmazon *ギフトラッピング* コードを照合することで行われます。" #: ../../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 "" "マーケットプレイスプロダクトの場合、ペアリングは *Amazonオファー* として保存され、アカウントフォームの:guilabel:`オファー` " "スマートボタンの下に表示されます。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "The Amazon Offers smart button on the account form in Odoo Sales." msgstr "Odoo販売のアカウントフォームにあるAmazonオファースマートボタン。" #: ../../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 "" "オファーはペアリングが確立されると自動的に作成され、その後のオーダでSKUを検索するために使用されます。一致するSKUのオファーが見つからない場合、:ref:`内部参照が代わりに使われます`。" #: ../../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 "" "オファーのプロダクトまたはSKUを変更することで、マーケットプレイスアイテムを特定のプロダクトと強制的にペアリングすることが可能です。オファーは、まだ自動的に作成されていない場合、手動で作成することができます。" #: ../../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 "これは、内部参照がSKUとして使用されていない場合や、プロダクトが異なる条件で販売されている場合に便利です。" #: ../../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 "" "指定されたAmazon " "SKUまたはギフトラッピングコードに一致する内部参照を持つデータベースプロダクトが見つからない場合、デフォルトのデータベースプロダクトである " "*Amazon販売* が使用されます。指定されたAmazon配送コードに対応するデータベースプロダクトが見つからない場合は、デフォルトプロダクトである " "*Amazon配送* が同様に使用されます。" #: ../../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 "" "デフォルトプロダクトを変更するには、 :ref:`開発者モード ` を有効にして、 " ":menuselection:`販売アプリ --> 設定 --> 管理設定 --> コネクタ --> Amazon同期 --> デフォルトプロダクト` " "に移動します。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:110 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:178 msgid "Product tax configuration" msgstr "プロダクト税設定" #: ../../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 "" "Odooでアマゾンの販売税申告を可能にするため、販売オーダ項目に適用される税金はプロダクトに設定されたもの、または会計ポジションによって決定されたものになります。" #: ../../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 "" "*Amazonセラーセントラル* " "とOdooの間の小計の不一致を避けるために、Odooでプロダクトに正確な税を設定するか、会計ポジションに税を設定させて下さい。" #: ../../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 "" "Amazonは必ずしもOdooで設定された税と同じ税を適用しないため、Odooと *Amazonセラーセントラル* " "の間でオーダ合計が数セント異なる場合があります。このような違いはOdooの支払消込時に消去することで解決できます。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:126 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:195 msgid "Add a new marketplace" msgstr "新規マーケットプレイスの追加" #: ../../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 "全てのマーケットプレイスはAmazonコネクタでサポートされています。新しいマーケットプレイスを追加するには、以下の手順に従って下さい:" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 msgid "Activate the :ref:`developer mode `." msgstr ":ref:`開発者モード ` を有効化します。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:132 msgid "" "Go to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Marketplaces`." msgstr "" ":menuselection:`販売アプリ --> 設定 --> 管理設定 --> コネクタ --> Amazon同期 --> Amazon " "マーケットプレイス` にアクセスして下さい。" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:134 msgid "Click :guilabel:`New` to create a new marketplace record." msgstr ":guilabel:`新規` をクリックして新規マーケットプレイスレコードを作成します。" #: ../../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 "" "マーケットプレイスIDを :guilabel:`API識別子` フィールドに入力し、マーケットプレイスの :guilabel:`Amazon地域` を " "`マーケットプレイスIDと地域用のAmazonドキュメンテーション `_ に記載されているように選択し、 :guilabel:`セラーセントラルURL` を " "`セラーセントラル用Amazonドキュメンテーション `_ に記載されているように選択します。" #: ../../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 "" "レコードの :guilabel:`名前` を `Amazon.` " "に設定し、簡単に検索できるようにします(例：`Amazon.se`)。guilabel:`API識別子`、:guilabel:`地域`、:guilabel:`セラーセントラルURL`フィールドには、それぞれAmazonドキュメントに記載されている" " *マーケットプレイスID*、選択したAmazonリージョン、*セラーセントラルURL* の値を格納しなければなりません。" #: ../../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 "" "マーケットプレイスが保存されたら、 :menuselection:`販売アプリ --> 設定 --> 管理設定 --> コネクタ --> " "Amazon同期 --> Amazonアカウント` に行き。アマゾンアカウント設定を更新します。" #: ../../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 "" "新しいマーケットプレイスを利用するアカウントを選択し、:guilabel:`マーケットプレイス` " "タブに移動し、:guilabel:`利用可能なマーケットプレイスを更新` " "をクリックします。操作が成功するとアニメーションが表示されます。新しく追加されたマーケットプレイスは自動的に同期化されたマーケットプレイスリストに追加されます。新しいマーケットプレイスがリストに追加されない場合、セラーアカウントと互換性がないか、利用できないことを意味します。" #: ../../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 "APIキー" #: ../../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 "プロダクトバリアント" #: ../../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 "請求方法" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "前受金" #: ../../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 "請求書作成" #: ../../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 "Odoo販売に表示される請求書作成ポップアップフォーム。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:27 msgid "" "Invoices are automatically created as drafts, so they can be reviewed before" " validation." msgstr "請求書は自動的にドラフトとして作成されるため、検証前に確認することができます。" #: ../../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 ":guilabel:`請求書作成`ポップアップで、:guilabel:`請求書作成`フィールドに3つのオプションがあります:" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:32 msgid ":guilabel:`Regular invoice`" msgstr ":guilabel:`通常請求書`" #: ../../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:`前受金 (パーセンテージ)`" #: ../../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:`前受金 (固定金額)`" #: ../../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 ":guilabel:`通常請求書` が選択された場合、他のフィールドは前受金の設定にのみ関係するため、表示されなくなります。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:41 msgid "Initial down payment request" msgstr "初回前受金要求" #: ../../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 "" ":guilabel:`顧客請求書ドラフト` の :guilabel:`請求書明細` タブに、 :guilabel:`請求書作成` " "ポップアップフォームで設定した前受金が :guilabel:`プロダクト` として表示されます。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:66 msgid "Example: request 50% down payment" msgstr "例:50％の前受金を要求する" #: ../../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 "" "以下の例では、:guilabel:`請求ポリシー` として :guilabel:`オーダ数量` " "を指定したプロダクト(:guilabel:`ドア付きキャビネット` )に対して、50%の前受金を支払います。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:0 msgid "Cabinet with doors product form showcasing various details and fields." msgstr "様々なディテールやフィールドを示す扉付きキャビネットのプロダクトフォーム。" #: ../../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 "まず、 :menuselection:`販売アプリ --> 新規` に移動し、見積に :guilabel:`顧客` を追加します。" #: ../../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 "" "次に、 :guilabel:`オーダ明細` タブの :guilabel:`プロダクト追加` をクリックし、 :guilabel:`扉付きキャビネット` " "プロダクトを選択します。" #: ../../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 "" "オーダが確認されると(:guilabel:`確認` ボタンで)、見積書は販売オーダに変わります。変わったら、:guilabel:`請求書作成` " "をクリックして請求書を作成し、表示します。" #: ../../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 "Odoo販売アプリケーションで確認済のドア付きキャビネット販売オーダ。" #: ../../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 "" "次に、表示された :guilabel:`請求書作成` ポップアップウィンドウで、 :guilabel:`前受金(パーセンテージ)` を選択し、 " ":guilabel:`前受金額` フィールドに `50` と入力します。" #: ../../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 "" ":guilabel:`収益勘定` と :guilabel:`顧客税` " "フィールドは必須フィールドでは*ありません*。以前の前受金要求で設定されている場合は、表示されません。" #: ../../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 "" "詳細は :ref:`前受金での顧客税変更 ` と :ref:`前受金での収益勘定変更 ` のドキュメントを参照して下さい。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:104 msgid "" "Lastly, click :guilabel:`Create Draft Invoice` to create and view the " "invoice draft." msgstr "最後に、:guilabel:`ドラフト請求書作成`をクリックすると、請求書のドラフトが作成され、表示されます。" #: ../../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 "" ":guilabel:`ドラフト請求書作成` をクリックすると、ドラフト請求書が表示され、:guilabel:`請求書明細` タブの " ":guilabel:`プロダクト` に前受金が含まれます。" #: ../../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 "" "そこから :guilabel:`確認` をクリックすることで、請求書を確認し、転記することができます。請求書を確認すると、ステータスが " ":guilabel:`ドラフト` から :guilabel:`記帳済` に変わります。また、ページ上部に新しいボタンが表示されます。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "Odoo販売に記載されている前受金のある請求書のサンプルです。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:117 msgid "" "From those buttons, the payment can be registered by clicking " ":guilabel:`Register Payment`." msgstr "これらのボタンから :guilabel:`支払登録` をクリックして支払を登録することができます。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "確認済の顧客請求書の支払登録ボタンのショーケース。" #: ../../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 "" "そうすると :guilabel:`支払登録` " "ポップアップフォームが表示され、必要な情報が自動入力されます。提供された情報が正しいことを確認し、必要な調整を行います。準備ができたら、 " ":guilabel:`支払作成` ボタンをクリックします。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment pop-up window with create payment button." msgstr "支払登録ポップアップウィンドウのショーケース。" #: ../../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 "" ":guilabel:`支払作成` をクリックすると、Odooは顧客請求書を表示し、右上に緑色の:guilabel:`支払中` バナーが表示されます。" #: ../../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 "右上に緑色の支払中バナーが表示された顧客請求書。" #: ../../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 "そして、顧客がオーダの残額を支払を望む場合、別の請求書を作成する必要があります。そのためには、パンくずリンクから販売オーダに戻ります。" #: ../../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 "" "販売オーダに戻ると、:guilabel:`オーダ明細` タブに新しい :guilabel:`前受金` " "セクションがあり、請求され計上されたばかりの前受金も表示されています。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payments section in the order lines tab of a sales order." msgstr "販売オーダの注文明細タブにある前受金セクション。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:148 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "次に、:guilabel:`請求書作成` ボタンをクリックします。" #: ../../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 "" "表示される :guilabel:`請求書作成` ポップアップウィンドウには、 :guilabel:`既に請求済` と :guilabel:`未請求` " "という2つの新しいフィールドがあります。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The deduct down payment option on the create invoices pop up in Odoo Sales." msgstr "Odoo販売の請求書作成ポップアップで、前受金を差し引くオプションが表示されます。" #: ../../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 "" "残りの金額を支払う準備ができたら、 :guilabel:`通常請求書` オプションを選択します。Odooは :guilabel:`未請求額` " "フィールドに指定された支払総額に必要な金額の請求書を作成します。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:161 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "準備ができたら、:guilabel:`ドラフト請求書作成` をクリックして下さい。" #: ../../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 "" "そうすると、別の :guilabel:`顧客請求ドラフト` ページが表示され、:guilabel:`請求書明細` " "タブにその特定の販売オーダの請求書が全てリストアップされます。各請求書行には、各請求書に関連する必要な情報が全て表示されます。" #: ../../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 "" "フローを完了するには、 :guilabel:`確認`をクリックすると、請求書のステータスが :guilabel:`ドラフト` から " ":guilabel:`記帳済` に変更されます。次に :guilabel:`支払登録` をクリックします。" #: ../../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 "再度、:guilabel:`支払登録` が表示され、オーダの支払残額を含む必要な情報が全てのフィールドに自動入力されます。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second register payment pop-up form in Odoo sales." msgstr "Odoo販売の2つ目の支払を登録ポップアップフォーム。" #: ../../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 "" "その情報を確認したら、 :guilabel:`支払作成` をクリックします。そうすると、最終的な :guilabel:`顧客請求書` " "が表示され、右上に緑色の :guilabel:`支払中` バナーが表示されます。また、:guilabel:`請求書明細` " "タブに両方の支払額が表示されます。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "Odoo販売の支払バナー付き2回目の前受金請求書。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:185 msgid "At this point, the flow is now complete." msgstr "この時点で、フローは完了です。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:188 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "このフローは :guilabel:`定額` 前受金オプションでも可能です。" #: ../../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 "" ":guilabel:`配送済数量` " "請求方針が適用されるプロダクトに対して前受金が適用され、プロダクトの原価が50%の頭金を上回る場合(ほとんどのケースで該当)、通常の請求書が作成されます。" #: ../../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 "しかし、50%の前受金よりも原価が **低い** プロダクトの場合、顧客に請求書を送付する際に、前受金は控除 **できません**。" #: ../../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 "" "これは、Odooが顧客請求書の合計額のマイナスを許可していないため、最終請求書を作成する *前* にプロダクトを納品しなければならないためです。" #: ../../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 "何も配送されていない場合、:guilabel:`クレジットノート` が作成され、前受金支払後に作成された請求書ドラフトを取消します。" #: ../../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 "" ":guilabel:`クレジットノート` オプションを利用するには、納品を確認するために *在庫* " "アプリケーションがインストールされている必要があります。そうでない場合は、販売オーダに直接手入力で配送済数量を入力することができます。" #: ../../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 "" "次に、:guilabel:`ドラフト請求書作成` " "をクリックして請求書ドラフトを作成します。これにより、請求書ドラフトが表示され、:guilabel:`前受金` が :guilabel:`請求明細` " "タブの:guilabel:`プロダクト` として表示されます。" #: ../../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 "" "顧客請求書は、:guilabel:`確認` " "をクリックすることで確認および記帳することができます。顧客請求書の確認により、ステータスが:guilabel:`ドラフト` から " ":guilabel:`記帳済` に変更されます。また、ページ上部に新しい一連のボタンが表示されます。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:262 msgid "" "The payment can be registered by clicking the :guilabel:`Register Payment` " "button." msgstr "支払は :guilabel:`支払登録` ボタンをクリックすることで登録できます。" #: ../../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 "" "そうすると :guilabel:`支払登録` " "ポップアップフォームが表示され、必要な情報が自動入力されます。提供された情報が正しいことを確認し、必要な調整を行います。準備ができたら、 " ":guilabel:`支払作成` ボタンをクリックします。" #: ../../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 "処理が完了し、100%の前受金が正常に適用されました。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:281 msgid "Customer taxes modification on down payments" msgstr "前受金に対する顧客の税金修正" #: ../../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 "" "前受金に付随する収益勘定と顧客税を調整するには、 :guilabel:`プロダクト` ページ( :menuselection:`販売アプリ --> " "プロダクト --> プロダクト`) に移動し、検索バーで `前受金` プロダクトを検索し、それを選択してプロダクト詳細ページを表示します。" #: ../../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 "" ":guilabel:`前受金` プロダクトページの :guilabel:`一般情報` タブにある :guilabel:`顧客税` " "フィールドで、顧客税を変更することができます。" #: ../../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 "前受金への収入口座リンクの修正方法。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:297 msgid "Income account modification on down payments" msgstr "前受金における収益勘定変更" #: ../../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 "" ":guilabel:`前受金` プロダクトページに添付されている収益勘定を変更または調整するには、**会計** " "アプリがインストールされている必要があります。" #: ../../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 "" "*会計* アプリをインストールすると、プロダクトページで :guilabel:`会計` " "タブが利用可能になります。このタブは**会計*アプリがインストールされていないとアクセス**できません。**" #: ../../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 "" ":guilabel:`会計` タブの :guilabel:`売掛金` セクションにある :guilabel:`収益勘定` " "フィールドで収益勘定を変更することができます。" #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "経費を顧客に再請求する" #: ../../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 "クライアントのためのプロジェクトの進行中、従業員がプロジェクトに関連する様々な経費を自費で払わなければならない場合があります。" #: ../../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 "" "例えば、従業員が顧客へのオンサイトサービスの提供中、ホテル代を自己負担する必要があるとします。会社はこの経費を顧客に再請求する必要があります。Odooでは、こうしたプロジェクト関連の経費を顧客に対して迅速に再請求することができます。" #: ../../content/applications/sales/sales/invoicing/expense.rst:13 msgid "Expenses application" msgstr "経費アプリケーション" #: ../../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 "経費の再請求を行うには、*経費* アプリケーションがインストールされている必要があります。" #: ../../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 "" "*経費* アプリケーションをインストールするには、:menuselection:`メインOdooダッシュボード --> アプリ` に移動し、*経費* " "アプリケーションブロックの :guilabel:`インストール` " "をクリックします。クリックするとOdooはアプリケーションをインストールし、ページをリフレッシュしてOdooメインダッシュボードに戻ります。" #: ../../content/applications/sales/sales/invoicing/expense.rst:22 msgid "Add expenses to sales orders" msgstr "販売オーダへの経費追加" #: ../../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 "" "まず、*販売* アプリで販売オーダを確定し、そこに再請求された経費を追加します。または、ゼロから新しい販売オーダを作成します。そのためには、 " ":menuselection:`販売アプリ --> 新規` に移動します。そうすると空白の見積書フォームが表示されます。" #: ../../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 "" "次に :guilabel:`顧客` を追加し、 :guilabel:`プロダクト追加` をクリックして :guilabel:`オーダ明細` " "タブにプロダクトを追加します。次に、ドロップダウンメニューからプロダクトを選択します。" #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "最後に、:guilabel:`確認` をクリックして販売オーダを確認します。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "これはOdoo販売アプリケーションで確認された販売オーダの様子です。" #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "販売オーダが確定したら、経費の作成です。" #: ../../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 ":menuselection:`メインOdooダッシュボード --> 経費`から *経費* アプリケーションに移動します。" #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "" "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank" " expenses form." msgstr "次に、*経費* ダッシュボードから :guilabel:`新規` をクリックして、空白の経費フォームを表示します。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "Odoo経費アプリケーションの空白の経費フォーム。" #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "" "On the expenses form, add a :guilabel:`Description` to easily reference the " "expense." msgstr "経費フォームでは、経費の内容を簡単に参照できるよう、:guilabel:`説明` を追加しましょう。" #: ../../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 "次に、:guilabel:`カテゴリ` フィールドで、ドロップダウンメニューから以下のオプションのいずれかを選択します:" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid "" ":guilabel:`Communication`: any form of communication related to a " "project/order." msgstr ":guilabel:`コミュニケーション`: プロジェクト/オーダに関連するあらゆるコミュニケーション。" #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid "" ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr ":guilabel:`その他`: 他のカテゴリに当てはまらない費用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr ":guilabel:`食事`: プロジェクト/オーダに関連するあらゆる食事費用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr ":guilabel:`ギフト`: プロジェクト/オーダに関連するあらゆる形式のギフト費用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:57 msgid "" ":guilabel:`Mileage`: any form of mileage (gas) costs related to " "project/order." msgstr ":guilabel:`マイレージ`: プロジェクト/オーダに関連するあらゆる形式のマイレージ(ガソリン代)。" #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid "" ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs " "related to a project/order." msgstr ":guilabel:`旅費交通費`: プロジェクト/オーダに関連する旅費や宿泊費。" #: ../../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 "" ":guilabel:`カテゴリ` フィールドのドロップダウンメニューをクリックし、 :guilabel:`全て表示` を選択して、 " ":guilabel:`検索:カテゴリ` ポップアップウィンドウから :guilabel:`新規` " "をクリックすることで、経費フォームから新しい経費カテゴリを作成することができます。" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Search:Category expenses pop-up window from a blank expenses form in " "Odoo Expenses." msgstr "Odoo経費の空白の経費フォームから検索:カテゴリ経費のポップアップウィンドウを表示します。" #: ../../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 "" "このサンプルワークフローでは、短期間のホテル滞在費を顧客に再請求します。:guilabel:`カテゴリ` は例えば :guilabel:`[TRANS " "\\& ACC] 交通費 \\& 宿泊費` となります。" #: ../../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 "以下の例では、ワークフロー中に言及された全てのフィールドを表示/変更するために *販売*, *会計*, *経費* アプリが必要です。" #: ../../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 ":guilabel:`カテゴリ` フィールドの下にある :guilabel:`合計` フィールドに経費計上する金額を入力します。" #: ../../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 "" "次に、 :guilabel:`合計` に :guilabel:`税込` があるかどうかを指定します。もし :guilabel:`税込` " "フィールドから事前に設定された税額が選択された場合、Odooは :guilabel:`合計` " "フィールドに入力された金額に基づいて、税額を自動計算します。" #: ../../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 "" "次に、経費を担当した :guilabel:`従業員` を選択し、 :guilabel:`支払者` フィールドで :guilabel:`従業員(払戻)` " "または :guilabel:`会社` オプションを選択します。" #: ../../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 "この場合、従業員はホテル代を自己負担したので、 :guilabel:`従業員 (未払戻)` オプションを選択します。" #: ../../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 "" "支出フォームの右側には :guilabel:`仕入先請求書参照` を追加するオプションがあります。その下に自動入力される " ":guilabel:`経費日付` と :guilabel:`勘定科目` フィールドがあります。" #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "" "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, " "if needed." msgstr "必要に応じて :guilabel:`経費日付` と :guilabel:`勘定科目` フィールドを変更することができます。" #: ../../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 "" "次に、:guilabel:`再請求先顧客`フィールドで、空白のフィールドをクリックしてドロップダウンメニューを表示します。このドロップダウンメニューから、この経費を請求する販売オーダを選択します。経費の再請求を行うには、このフィールドに入力する必要があります。" #: ../../content/applications/sales/sales/invoicing/expense.rst:100 msgid "" "Lastly, the option to modify the :guilabel:`Analytic Distribution` and " ":guilabel:`Company` fields are available. These fields are *not* required to" " complete a reinvoiced expense to a customer, but are available to modify, " "if needed." msgstr "" "最後に、 :guilabel:`分析分配` と :guilabel:`会社` " "フィールドを変更するオプションがあります。これらのフィールドは顧客への再請求を完了するために必須では *ありません* " "が、必要に応じて変更することができます。" #: ../../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 "" "また、経費フォームの下部には :guilabel:`メモ...` セクションがあり、必要に応じてこの経費に関するメモを追加することができます。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "Odoo経費アプリケーションで記入済みの経費フォーム。" #: ../../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 "" "経費フォームの上部には :guilabel:`領収書を添付`、 :guilabel:`報告を作成`、 :guilabel:`経費分割` " "のボタンがあります。" #: ../../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 "領収書を添付する場合は、:guilabel:`領収書を添付` をクリックして下さい。" #: ../../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 "" "この経費を分割する必要がある場合は、:guilabel:`経費を分割` " "をクリックして下さい。この機能は様々な理由で使用することができます(別の従業員と経費を分ける、異なる税率に対応する、など)" #: ../../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 "どちらのオプションも必要ない場合は、:guilabel:`報告を作成` をクリックして、先ほど設定した経費報告をロックします。" #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "" "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "そうすると、新しい支出の :guilabel:`経費報告サマリ` が表示されます。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "Odoo経費アプリケーションの経費報告サマリ。" #: ../../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 "" "経費に関する詳細が確認できたら、:guilabel:`マネジャーに提出` " "をクリックします。これで経費報告が承認マネジャーに送信され、マネジャーが経費を確認します。" #: ../../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 "" "経費の確認と承認を担当するマネジャーは、経費に関連する詳細を確認し、問題がなければ :guilabel:`承認` " "ボタンをクリックします。このボタンは、従業員がマネジャーに提出した :guilabel:`経費報告サマリ` のマネジャーのビューに *のみ* " "表示されます。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary that a manager will approve with an Approve " "button." msgstr "管理者が承認ボタンで承認する経費報告書サマリです。" #: ../../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 "" "承認されると :guilabel:`経費報告サマリ` の上部のボタンが再び変わります。この時点で :guilabel:`経費報告サマリ` " "の上部にあるボタンは :guilabel:`仕訳を投稿`、 :guilabel:`次の給与明細で報告`、 :guilabel:`拒否`、 " ":guilabel:`ドラフトに戻す` です。" #: ../../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 "フォームの上部にある仕訳入力後の経費報告書サマリボタン。" #: ../../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 "マネジャーは :guilabel:`経費報告サマリー` に満足したら、 :guilabel:`仕訳入力の投稿` をクリックします。" #: ../../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 "" "guilabel:`仕訳を入力`をクリックすると、そのボタンは消え、:guilabel:`経費`タブの:guilabel:`分析分配`カラムには、最初に:guilabel:`再請求先顧客`フィールドで費用に設定された販売オーダが入力されます。" #: ../../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 "経費を再請求する" #: ../../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 "これらのステップが完了したら、販売オーダに戻り、顧客への経費の再請求を完了させます。" #: ../../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 "" "そのためには、:menuselection:`メインOdooダッシュボード --> 販売アプリ` に移動し、経費を再請求する販売オーダを選択します。" #: ../../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 "" "販売フォーム上では、新しく設定された経費は :guilabel:`オーダ明細` タブに表示され、 :guilabel:`配送済` " "列が埋められ、請求書の発行準備が整いました。" #: ../../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 "販売オーダは、オーダ明細タブで請求書発行の準備が整った経費が設定されています。" #: ../../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 "" "経費の詳細を確認したら、販売オーダの一番上にある :guilabel:`請求書を作成` " "をクリックします。クリックすると、:guilabel:`請求書作成` ポップアップウィンドウが表示されます。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A create invoices pop-up window that appears when the Create Invoice is " "clicked." msgstr "インボイスを作成をクリックすると表示されるインボイス作成ポップアップウィンドウ。" #: ../../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 "" "このポップアップウィンドウから、:guilabel:`請求書作成` フィールドをデフォルトの :guilabel:`通常請求書` " "オプションのままにして、:guilabel:`ドラフト請求書作成` をクリックします。" #: ../../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 "そうすると、:guilabel:`請求書明細` タブにある費用だけを表示した :guilabel:`顧客請求書ドラフト` が表示されます。" #: ../../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 "フォームの請求書明細タブにある経費が記載された顧客請求書ドラフト。" #: ../../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 "" "経費に関する情報が全て正しければ、請求書を確定するために :guilabel:`確認` をクリックします。これにより、請求書のステータスが " ":guilabel:`ドラフト` から :guilabel:`記帳済` に移動します。" #: ../../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 "" "請求書を顧客に送信するには、 :guilabel:`送信&印刷` をクリックします。そうすると :guilabel:`送信` " "ポップアップウィンドウが表示され、あらかじめ設定されたメッセージとPDFの請求書が本文に表示されます。メッセージは必要に応じて確認し、修正することができます。" #: ../../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 "" "準備ができたら、 :guilabel:`送信 \\& 印刷` " "をクリックします。クリックするとポップアップウィンドウが消え、Odooから顧客にメッセージ/請求書が送信されます。さらに、記録や印刷用に請求書のPDFが自動的にダウンロードされます。" #: ../../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 ":guilabel:`顧客請求書`に戻り、顧客が請求された費用を支払ったら、:guilabel:`支払登録`ボタンをクリックします。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "支払登録ボタンがクリックできる状態の顧客請求書。" #: ../../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 "" ":guilabel:`支払登録` をクリックすると、:guilabel:`支払登録` " "ポップアップウィンドウが表示されます。このポップアップウィンドウでは、必要なフィールドに正しい情報が自動入力されます。情報を確認したら、 " ":guilabel:`支払作成` をクリックします。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "Odoo販売の顧客請求書に支払登録ポップアップウィンドウが表示されます。" #: ../../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 "" ":guilabel:`支払作成` をクリックすると、ポップアップウィンドウは消え、請求書の右上に緑色の :guilabel:`支払中` " "バナーが表示されます。これでワークフローは完了です。" #: ../../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 "配送済数量またはオーダ済数量に基づいて請求" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "事業方針により、請求書の発行方法も異なります:" #: ../../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 "" "Odoo *販売* のデフォルトモードとして *オーダ済数量を請求* 規則が使用されており、販売オーダが確認された時点で顧客に請求書が発行されます。" #: ../../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 "" "*配送済数量を請求* " "規則は、配送が完了した時点で顧客に請求書を発行します。この規則は、材料や液体、食品を大量に販売するビジネスでよく使用されます。このような場合、オーダ済数量と配送済数量が若干異なることがあるため、実際の配送済数量を請求書に記載することが望ましいでしょう。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "様々な請求書発行オプションを利用することで、より柔軟な対応が可能になります。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "請求方針機能" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19 msgid "" "To activate the necessary invoicing policy features, go to " ":menuselection:`Sales app --> Configuration --> Settings`, and under the " ":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: " ":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is " "delivered`." msgstr "" "必要な請求書方針機能を有効にするには、 :menuselection:`販売アプリ --> 設定 --> 管理設定` に進み、 " ":guilabel:`請求` の見出しの下にある :guilabel:`請求方針` の規則を選択します： " ":guilabel:`オーダされたものを請求する` または :guilabel:`配送されたものを請求する`。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "Odoo販売で請求方針を選択します。" #: ../../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 "" ":guilabel:`配送済数量を請求` 規則が選択された場合、オンライン支払が確認されたときに自動的に請求書を作成する " ":guilabel:`自動請求` 機能を有効にすることは **できません**。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "プロダクトフォームの請求書方針" #: ../../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 "" "どのプロダクトページでも、 :menuselection:`販売アプリ --> プロダクト --> プロダクトダッシュボード` から、 " ":guilabel:`一般情報` タブの下にある :guilabel:`請求方針` " "オプションを見つけて下さい。ドロップダウンメニューを使って手動で変更することもできます。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "Odoo販売のプロダクトフォームで請求方針を変更する方法。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "販売フローにおける影響" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47 msgid "" "In Odoo *Sales*, the basic sales flow starts with the creation of a " "quotation. Then, that quotation is sent to a customer. Next, it needs to be " "confirmed, which turns the quotation into a sales order. This, in turn, " "creates an invoice." msgstr "" "Odoo *販売* " "では、基本的な販売フローは見積書の作成から始まり、その見積書を顧客に送信します。次に、見積書を確認する必要があり、見積書は販売オーダに変わります。そして請求書が作成されます。" #: ../../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 "以下は、請求方針の規則が前述の販売フローに与える影響の詳細です:" #: ../../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:`オーダ数量を請求`:基本的な販売フローに影響はありません。販売が確認されると同時に請求書が作成されます。" #: ../../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:`配送済数量を請求`:配送済数量を販売オーダに手入力する必要があるため、販売フローへの影響は僅かです。または、*販売* " "アプリで請求書を作成する前に、*在庫* アプリをインストールして配送済数量を確認することもできます。" #: ../../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 "" "ユーザが配送済数量を検証せずに請求書を作成しようとすると、以下のエラーメッセージが表示されます: " ":guilabel:`請求可能な明細がありません。プロダクトに配送済数量を請求方針がある場合、数量が配送済であることを確認して下さい`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "配送済数量を請求方針が選択されている場合は、数量が配送済であることを確認して下さい。" #: ../../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 "" "見積が確認され、ステータスが :guilabel:`見積提出済` から :guilabel:`販売オーダ` " "に変わると、配送済数量と請求済数量が販売オーダから直接確認できるようになります。これは、請求方針規則の両方のオプションに当てはまります。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "Odoo販売で配送済数量と請求済数量を確認する方法。" #: ../../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は見積が確認されると、それが部分的な配送でも、:guilabel:`配送済` と:guilabel:`請求済` " "の両方の数量を自動的に請求書に追加します。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80 msgid "" "Finally, there are a few different options to create an invoice: " ":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or " ":guilabel:`Down payment (fixed amount)`." msgstr "" "最後に、請求書の作成にいくつかの異なるオプションがあります: :guilabel:`通常請求書`、 :guilabel:`前受金(パーセンテージ)`、 " ":guilabel:`前受金(固定金額)` です。" #: ../../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 "" "詳しくは、前受金オプションについて説明したドキュメントをご覧下さい::doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "プロジェクトマイルストンの請求" #: ../../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 "" "プロジェクトのマイルストンに基づく請求書は、高額プロジェクトや大規模なプロジェクトに使用することができます。プロジェクトにおける一連のマイルストンは、プロジェクトおよび/または契約を見込通りに完了させるための作業順序を明確に示します。" #: ../../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 "" "このような請求方法によって、会社はプロジェクト期間を通じて一貫した資金を確保することができます。顧客はプロジェクトが進行する各段階を注意深く監視することができ、さらに、一度に多額の請求書を支払うのではなく、数回に分けて支払うことができます。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "マイルストンプロダクトを作成する" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "" "In Odoo, each milestone of a project is considered as an individual product." msgstr "Odooでは、プロジェクトの各マイルストンは個別のプロダクトとみなされます。" #: ../../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 "" "そうしたプロダクトを作成または設定するには、まず :menuselection:`販売アプリ --> プロダクト --> プロダクト` " "に移動します。次に、プロダクトをクリックするか、:guilabel:`新規`をクリックして新しいプロダクトを作成します。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:22 msgid "" "The option to invoice based on milestones is only available for certain " "product types." msgstr "マイルストンに基づいて請求書を発行するオプションは、特定のプロダクトタイプでのみ利用可能です。" #: ../../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 "" "プロダクトフォームの :guilabel:`一般情報` タブの下、 :guilabel:`プロダクトタイプ` フィールドを、 " ":guilabel:`サービス`、 :guilabel:`イベントチケット`、 :guilabel:`イベントブース`、 :guilabel:`コース`" " のいずれかで設定する *必要があります* 。" #: ../../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 "プロダクトフォーム上の請求書発行ポリシーフィールドのドロップダウンメニュー。" #: ../../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 "" "これらの :guilabel:`プロダクトタイプ` オプションのいずれかを選択した状態で、 :guilabel:`請求方針` ドロップダウンメニューから" " :guilabel:`マイルストンに基づく` を選択します。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:39 msgid "Beneath that is the :guilabel:`Create on Order` field." msgstr "その下に :guilabel:`オーダで作成` フィールドがあります。" #: ../../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 "ワークフローをできるだけシームレスにするため、:guilabel:`オーダで作成` フィールドのオプションを選択することをお勧めします。" #: ../../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 "" "デフォルトの :guilabel:`なし` " "オプションのままにしておいても、希望のワークフローに支障を来すことはありません。ただし、販売オーダフォームから直接特定のプロダクトでプロジェクトを作成する" " *必要があります* 。プロジェクトが作成されると、マイルストンやタスクが作成・設定できるようになります。" #: ../../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 "" ":guilabel:`オーダで作成` のデフォルトオプションである:guilabel:`なし` " "をクリックすると、ドロップダウンメニューが表示され、以下のオプションが表示されます:" #: ../../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:`タスク`: 特定のプロダクトがオーダされると、Odooは *プロジェクト* " "アプリ内にこのマイルストンに関連するタスクを作成します。" #: ../../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:`プロジェクト&タスク`: 特定のプロダクトがオーダされると、Odooは *プロジェクト* " "アプリにこのマイルストンに関連するプロジェクトとタスクを作成します。" #: ../../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:`プロジェクト`: 特定のプロダクトがオーダされると、Odooは *プロジェクト* " "アプリにこのマイルストンプロダクトに関連するプロジェクトを作成します。" #: ../../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 "" ":guilabel:`タスク` を選択すると、 :guilabel:`プロジェクト` フィールドが表示されます。このフィールドで、作成したタスクを " "*プロジェクト* アプリ内のどの既存プロジェクトに関連させるかを選択します。" #: ../../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 "プロジェクトフィールドは、オーダで作成フィールドでタスクオプションが選択されている場合に表示されます。" #: ../../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 "" " :guilabel:`プロジェクト \\& タスク` または :guilabel:`プロジェクト` " "が選択されているとき、2つの新しいフィールドが現れます: :guilabel:`プロジェクトテンプレート` と " ":guilabel:`ワークスペーステンプレート`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project template and workspace template fields that appear on milestone " "product." msgstr "マイルストンプロダクトに表示されるプロジェクトテンプレートとワークスペーステンプレートフィールド。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:74 msgid "" "The :guilabel:`Project Template` field provides template options to use for " "the project that will be created when this specific product is ordered." msgstr "" ":guilabel:`プロジェクトテンプレート` " "フィールドは、この特定のプロダクトがオーダされたときに作成されるプロジェクトに使用するテンプレートオプションを表示します。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:77 msgid "" "The :guilabel:`Workspace Template` field provides template options to use " "for the workspace (for the *Documents* app, not the *Projects* app) that " "will be automatically generated for the project when this specific product " "is ordered." msgstr "" "guilabel:`ワークスペーステンプレート` フィールドは、この特定のプロダクトがオーダされたときにプロジェクト用に自動生成されるワークスペース( " "*プロジェクト* アプリではなく、*ドキュメント* アプリ用)に使用するテンプレートオプションを提供します。" #: ../../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 "" "整理するためには、プロダクトフォームの :guilabel:`販売` タブをクリックし、 :guilabel:`販売説明` フィールドにカスタム " "'マイルストン' 関連の記述子を入力します。この情報は販売オーダの :guilabel:`オーダ明細` タブの :guilabel:`説明` " "列に表示されます。" #: ../../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 "または、販売オーダの :guilabel:`オーダ明細` タブにある :guilabel:`説明` フィールドを直接編集/変更して下さい。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:90 msgid "This is *not* a requirement." msgstr "これは必須では *ありません*。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "マイルストンを請求する" #: ../../content/applications/sales/sales/invoicing/milestone.rst:96 msgid "" "The following flow features a trio of milestone products that have " ":guilabel:`Service` set as their :guilabel:`Product Type`, and " ":guilabel:`Task` set on their :guilabel:`Create on Order` field." msgstr "" "以下のフローでは、:guilabel:`プロダクトタイプ` に :guilabel:`サービス`、:guilabel:`オーダで作成` フィールドに " ":guilabel:`タスク` が設定されたマイルストンプロダクトを紹介します。" #: ../../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 "フォームのオーダで作成フィールドに\"プロダクトタイプ\" と \"タスク\"を持つプロダクト。" #: ../../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 "" "これらのタスクはあらかじめ存在する :guilabel:`プロジェクト` に添付され、この場合は :guilabel:`リブランディングプロジェクト` " "というタイトルになります。" #: ../../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 "" "マイルストンを請求するには、マイルストンプロダクトで販売オーダを作成します。そのためには :menuselection:`販売アプリ --> 新規` " "に進みます。そうすると空白の見積書フォームが表示されます。" #: ../../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 "" "この見積フォームから :guilabel:`顧客` を追加します。次に、 :guilabel:`オーダ明細` タブの " ":guilabel:`プロダクト追加` をクリックします。次に、:guilabel:`オーダ明細` タブにマイルストンプロダクトを追加します。" #: ../../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 "" "対応するマイルストンプロダクトが追加されたら、:guilabel:`確認` をクリックしてオーダを確認すると、見積が販売オーダに変わります。" #: ../../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 "" "オーダーが確認されると、プロダクトフォームの :guilabel:`オーダで作成` " "フィールドで選択された内容に基づいて、販売オーダの上部に新しいスマートボタンが表示されます。" #: ../../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 "" "販売オーダから :guilabel:`マイルストン` スマートボタンをクリックします。空白の :guilabel:`マイルストン` " "ページが表示されます。:guilabel:`新規` をクリックしてマイルストンを追加します。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "Adding milestones to a sales order with milestone products." msgstr "マイルストンプロダクトを使用した販売オーダにマイルストンを追加します。" #: ../../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 "" "マイルストンの :guilabel:`名前` を入力します。次に、対応する :guilabel:`販売オーダ項目` " "に適用します。最後に、必要であればマイルストンに :guilabel:`期日` を割当てます。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:129 msgid "Repeat that process for all milestone sales order items." msgstr "マイルストンの販売オーダ項目全てについて、このプロセスを繰り返します。" #: ../../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 "" "次に、パンくずリストを使って販売オーダに戻ります。販売オーダから :guilabel:`タスク` スマートボタンをクリックします。そうすると、 " ":guilabel:`タスク` ページが表示され、 :guilabel:`オーダで作成` " "フィールドにそのオプションが指定されている各販売オーダ項目のタスクが表示されます。" #: ../../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 "マイルストンプロダクトを含む販売オーダからスマートボタンでアクセスしたサンプルタスクページ。" #: ../../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 "" "設定されたマイルストンを手動でタスクに割当てるには、目的のタスクをクリックするとタスクフォームが表示されます。タスクフォームの " ":guilabel:`マイルストン` フィールドで、このタスクが接続されるべき適切なマイルストンを選択します。" #: ../../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 "Odoo販売でマイルストーンプロダクトを扱う際のタスクフォームのマイルストーンフィールド。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:147 msgid "Repeat this process for all milestone tasks." msgstr "マイルストンのタスク全てについてこのプロセスを繰返します。" #: ../../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 "これらのタスクが適切に設定されると、従業員はタスクに関連するメモを追加するだけでなく、タスクに取り組んでいる進捗状況を記録します。" #: ../../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 "そして、そのタスクが完了すれば、マイルストンに到達したことになります。その時点が、そのマイルストンを請求する時です。" #: ../../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 "" "マイルストンに請求書を発行するには、まず販売オーダに戻ります - パンくずリンクから、または :menuselection:`販売アプリ --> オーダ" " --> オーダ` に移動し、該当する販売オーダを選択します。" #: ../../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 "" "販売オーダフォームに戻って、:guilabel:`マイルストン` スマートボタンをクリックし、その特定のタスクの :guilabel:`到達済` " "列のボックスにチェックを入れます。" #: ../../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 "マイルストンスマートボタンでマイルストンに到達したことをマークした時の様子。" #: ../../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 "" "次に、販売オーダに戻ります。 :guilabel:`マイルストン` ページの :guilabel:`販売オーダを見る` " "をクリックするか、パンくずリンクを使用して下さい。" #: ../../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 "" "販売オーダに戻ると、マイルストンに到達した明細項目の :guilabel:`配送済` " "列が埋まっています。これはマイルストンが達成され、配送されたためです。" #: ../../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 "Odooの販売オーダで、配送済と表示されたマイルストンプロダクト。" #: ../../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 "" "左上の :guilabel:`請求書作成` をクリックします。そうすると :guilabel:`請求書作成` ポップアップウィンドウが表示されます。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The create invoices pop-up window that appears when create invoice button is" " clicked." msgstr "請求書作成ボタンをクリックすると表示される請求書作成ポップアップウィンドウ。" #: ../../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 "" ":guilabel:`請求書作成` ポップアップウィンドウで、 :guilabel:`請求書作成` オプションをデフォルトの " ":guilabel:`通常請求書` 選択のままにしておき、 :guilabel:`ドラフト請求書作成` ボタンをクリックします。" #: ../../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 "" ":guilabel:`ドラフト請求書作成` をクリックすると、Odooは :guilabel:`顧客請求書ドラフト` を表示し、達成したマイルストン " "*のみ* を:guilabel:`請求明細` タブに表示します。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A customer invoice draft showing only the milestone product that's been " "reached." msgstr "マイルストーンに到達したプロダクトのみを示す顧客請求書ドラフト。" #: ../../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 "" "この請求書ページから、:guilabel:`確認` ボタンをクリックして請求書を確認します。そして、顧客がこのマイルストンの支払を完了したら、 " ":guilabel:`支払登録` をクリックします。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:198 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears." msgstr "guilabel:`支払登録`をクリックすると、:guilabel:`支払登録`ポップアップウィンドウが表示されます。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Register Payment pop-up window that appears when Register Payment is " "clicked." msgstr "支払登録をクリックすると表示される支払登録ポップアップウィンドウ。" #: ../../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 "" "このポップアップウィンドウで、自動入力されたフィールドの内容が正確であることを確認し、 :guilabel:`支払作成` をクリックします。" #: ../../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 "" "クリックするとポップアップウィンドウは消え、Odooはそのマイルストンの請求書に戻り、右上に緑色の :guilabel:`支払中` " "バナーが表示されます。このバナーは請求書が支払われたことを意味します。" #: ../../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 "支払中バナーで支払われたマイルストーンプロダクトを含む請求書。" #: ../../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 "" "次に、パンくずリンクから販売オーダに戻ります。販売オーダに戻り、:guilabel:`オーダ明細` タブで、請求と支払が完了したマイルストンの " ":guilabel:`請求済` 列が埋まっています。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Invoiced column of a milestone product that's been paid for is filled." msgstr "支払が完了したマイルストーンプロダクトの請求済欄が入力されています。" #: ../../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 "" "また、販売オーダの上部に新しい:guilabel:`請求書` " "スマートボタンがあります。これをクリックすると、この販売オーダに関連する全ての請求書が表示されます。" #: ../../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 "マイルストーンのある販売オーダの上部に表示される請求書スマートボタン。" #: ../../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 "マイルストーンごとに上記のプロセスを繰返し、完了させて下さい。" #: ../../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 "プロジェクト全体が完了し、各マイルストンに請求書が発行され、オーダ全体が全額支払われるまで、このプロセスを続けます。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:237 msgid ":doc:`proforma`" msgstr ":doc:`見積送状`" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "見積送状" #: ../../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 "" "*見積送状* " "とは、商品の引渡しに先立って送付される簡略化された請求書または見積請求書のことです。商品の種類や数量、価格、その他重量や輸送費などの重要な情報が記載されています。" #: ../../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 "" "見積送状は、一般的に見積書と一緒に予備請求書として使用されます。また、輸入通関の際にも使用されます。通常の請求書とは異なり、支払を求める(または要求する)請求書ではありません。" #: ../../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 "見積送状を利用するには、*見積送状* 機能を有効にする **必要があります**。" #: ../../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 "" "この機能を有効にするには、 :menuselection:`販売アプリ --> 設定 --> 管理設定` に移動し、 :guilabel:`見積書 " "\\& オーダ` セクションで、 :guilabel:`見積送状` の隣のチェックボックスをクリックします。その後、 :guilabel:`保存` " "をクリックし、全ての変更を保存します。" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "Odoo販売アプリケーションでの見積送状機能。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:27 msgid "Send pro-forma invoice" msgstr "見積送状を送付" #: ../../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 "" ":guilabel:`見積送状` 機能を有効にすると、見積書や販売オーダで :guilabel:`見積送状を送付` " "ボタンを使って、見積送状を送信できるようになります。" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "Odoo販売の典型的な販売オーダの見積送状を送付ボタン。" #: ../../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 "" "前受金の請求書がすでに送付されている場合、または定期サブスクリプションの場合は、販売オーダまたは見積書に対して見積送状を送付することは " "**できません**。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** " "appear." msgstr "どちらの場合も :guilabel:`見積送状を送付` ボタンは表示されません。" #: ../../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 "" "ただし、サービス、イベント登録、コース、および/または新規サブスクリプションについては、見積送状を送付することが **可能** " "です。見積送状は、現物、消耗品、在庫可能品以外でも使用できます。" #: ../../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 ":guilabel:`見積送状` ボタンをクリックすると、ポップアップウィンドウが表示され、そこからEメールを送信することができます。" #: ../../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 "" "ポップアップウィンドウの :guilabel:`受信者` フィールドには、販売オーダまたは見積の顧客が自動的に入力されます。必要に応じて " ":guilabel:`題名` フィールドとメール本文を変更することができます。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "" "The pro-forma invoice is automatically added as an attachment to the email." msgstr "見積送状は自動的にメールに添付されます。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:54 msgid "" "When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with" " the attached pro-forma invoice, to the customer." msgstr "準備ができたら :guilabel:`送信` をクリックすると、Odooは即座に見積送状を添付したメールを顧客に送信します。" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The email pop-up window that appears with pro-forma invoice attached in Odoo" " Sales." msgstr "Odoo販売で見積送状が添付されたEメールのポップアップウィンドウが表示されます。" #: ../../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 "" "見積送状をプレビューするには、:guilabel:`送信` " "をクリックする前に、Eメールのポップアップウィンドウの下にあるPDFをクリックして下さい。クリックすると、見積送状がすぐにダウンロードされます。そのPDFを開いて、見積送状を表示(および確認)して下さい。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "Odoo販売の見積送状サンプルPDF。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "時間と材料に基づく請求書作成" #: ../../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 "" "時間および/または材料に基づく請求書は、通常、プロジェクトの規模を正確に見積もることができない場合、またはプロジェクトの要件が変更される可能性がある場合に使用されます。" #: ../../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 "" "顧客が従業員や下請け業者、サプライヤー、協力会社などに支払うべき金額とは関係なく、契約を履行するために指定された総額を支払うことに同意する固定価格契約とは異なります。" #: ../../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 "Odoo *販売* アプリは、時間やその他様々な経費(例: 交通費、宿泊費)、オーダを履行するために必要な購買費を請求することができます。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "アプリ設定と管理設定" #: ../../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 "" "まず、プロジェクトの進捗を正確に把握するために、Odoo *プロジェクト* アプリと *会計* アプリをインストールする **必要があります**。" #: ../../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 "" "*プロジェクト* アプリをインストールするには、 :menuselection:`Odooメインダッシュボード --> アプリ` に移動します。次に、 " ":guilabel:`アプリ` ページで、 :guilabel:`プロジェクト`アプリブロックを探し、 :guilabel:`有効化` " "をクリックします。ページが自動的に更新され、Odooのメインダッシュボードに戻ります。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "同じプロセスを繰り返して、*会計* アプリケーションをインストールします。" #: ../../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 "" "インストール後、Odooのメインダッシュボードから :guilabel:`会計` アプリのアイコンをクリックし、 :menuselection:`設定 " "--> 管理設定` に移動します。guilabel:`設定` ページで、 :guilabel:`分析` セクションまでスクロールダウンし、 " ":guilabel:`分析会計` の横のボックスにチェックが入っていることを確認します。" #: ../../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 "Odoo会計管理設定ページで分析会計設定を有効にする方法" #: ../../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 "そして、 :guilabel:`保存` をクリックして全ての変更を保存します。" #: ../../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 "" "次に :menuselection:`Odooメインダッシュボード --> プロジェクトアプリ --> 設定 --> 管理設定` " "に移動します。guilabel:`設定` ページの :guilabel:`時間管理` セクションで :guilabel:`タイムシート` " "機能の横のボックスがチェックされていることを確認します。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "What the Timesheets feature looks like on the Odoo Project settings page." msgstr "Odooプロジェクトの管理設定ページでのタイムシート機能の見え方。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "サービスプロダクト設定" #: ../../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 "" "*プロジェクト* アプリで *タイムシート* " "機能を有効にすると、プロジェクトに費やした時間に対して請求書を発行できるようになります。ただし、以下のプロダクト設定がされている時 *のみ* 可能です。" #: ../../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 "" "プロジェクトに費やした時間の請求書は、プロダクトフォームの *プロダクトタイプ* に *サービス* が設定されているプロダクトで **のみ** " "可能です。" #: ../../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 "" "サービスプロダクトを設定するには、 :menuselection:`販売アプリ --> プロダクト --> プロダクト` " "に移動します。:guilabel:`プロダクト` ページで、設定したいサービスプロダクトを選択するか、 :guilabel:`新規` " "をクリックして新しいプロダクトを作成します。" #: ../../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 "" "プロダクトフォームの :guilabel:`一般情報` タブで :guilabel:`プロダクトタイプ` を :guilabel:`サービス` " "に設定します。次に、 :guilabel:`請求方針` フィールドのドロップダウンメニューを開き、 :guilabel:`タイムシートに基づく` " "を選択します。" #: ../../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 "" "次に、:guilabel:`オーダで作成` ドロップダウンメニューから :guilabel:`プロジェクト&タスク` " "を選択します。この設定をした場合、この特定のサービスプロダクトで販売オーダが作成されると、*プロジェクト*アプリに新しいプロジェクトとタスクが作成されます。" #: ../../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 "サービスプロダクトの請求方針とオーダ作成フィールドの正しい設定。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:78 msgid "" "The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create" " on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing" " project that the task will appear in from :guilabel:`Project` field, which " "only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on " "Order` field." msgstr "" "代わりに :guilabel:`タスク` オプションを :guilabel:`オーダで作成` ドロップダウンメニューから選択することができます。 " "guilabel:`タスク` が選択された場合、 :guilabel:`プロジェクト` " "フィールドからタスクが表示される既存のプロジェクトを選択します。このフィールドは :guilabel:`タスク` が " ":guilabel:`オーダで作成` フィールドで選択された場合にのみ表示されます。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "販売オーダに消費時間を追加する" #: ../../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 "" "適正な *請求方針* と *オーダで作成* オプションでサービスプロダクトを適切に設定した後、販売オーダに消費時間を追加することが可能です。" #: ../../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 "" "実際にどのように動作するかを確認するには、:menuselection:`販売アプリ --> 新規` " "に進み、空の見積フォームを開きます。次に、:guilabel:`顧客` を追加し、 :guilabel:`オーダ明細` タブで、 " ":guilabel:`プロダクト追加` をクリックし、ドロップダウンメニューから適切な :ref:`設定済サービスプロダクト " "` を選択します。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "次に、:guilabel:`確認` をクリックしてオーダを確認します。" #: ../../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 "" "販売オーダを確定すると、オーダフォームの上部に :guilabel:`プロジェクト` と :guilabel:`タスク` " "という2つのスマートボタンが表示されます。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How the Projects and Tasks smart buttons look on a Sales Order in Odoo " "Sales." msgstr "Odoo販売の販売オーダでのプロジェクトとタスクのスマートボタンの表示" #: ../../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 "" ":guilabel:`プロジェクト` " "スマートボタンをクリックすると、この販売オーダに関連する特定のプロジェクトが表示されます。guilabel:`タスク` " "スマートボタンをクリックすると、この販売オーダーに関連する特定のプロジェクトタスクが表示されます。どちらも *プロジェクト* " "アプリからもアクセスできます。" #: ../../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 "販売オーダに消費時間を追加するには、:guilabel:`タスク` スマートボタンをクリックします。" #: ../../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 "" "タスクフォームで :guilabel:`タイムシート` タブを選択します。guilabel:`タイムシート` " "タブから、従業員をプロジェクトに割当て、従業員または販売オーダを作成した人がタスクに費やした時間を追加することができます。" #: ../../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 "" "従業員とそのタスクの作業時間を追加するには、 :guilabel:`タイムシート` タブの :guilabel:`明細追加` " "をクリックします。次に、適切な :guilabel:`日付` と :guilabel:`従業員` を選択します。:guilabel:`説明` " "列にその時間に行った作業の簡単な説明を追加するオプションもありますが、必須ではありません。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:118 msgid "" "Lastly, enter the amount of time worked on the task in the :guilabel:`Hours " "Spent` column, and click away to complete that line in the " ":guilabel:`Timesheets` tab." msgstr "" "最後に、そのタスクにかかった時間を :guilabel:`消費時間` 列に入力し、:guilabel:`タイムシート` " "タブのその行をクリックして終了します。" #: ../../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 "" ":guilabel:`消費時間` 列に入力された時間は、:guilabel:`割当時間` " "フィールド(タスクフォームの一番上にある)にパーセンテージとして即座に反映されます。 " "これは、割当総労働時間のうち、これまでにどれだけの労働が行われたかを反映したものです。" #: ../../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 "" "同じ情報は :guilabel:`タイムシート` タブの下にある :guilabel:`消費時間` と :guilabel:`残時間` " "フィールドに時間数として表示されます。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "How the Timesheets tab appears on a task form in Odoo Sales and Odoo " "Project." msgstr "Odoo販売とOdooプロジェクトのタスクフォームにタイムシートタブを表示する方法" #: ../../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 "このプロセスを、プロジェクトに従事した従業員と時間の数だけ繰返します。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "消費時間を請求する" #: ../../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 "" "プロジェクトタスクに必要な従業員と時間が全て追加されたら、販売オーダに戻り、 顧客にこれらの時間を請求します。そのためには、タスクフォームの上部にある " ":guilabel:`販売オーダ` スマートボタンをクリックするか、画面の左上にあるパンくずリンクから販売オーダーに戻ります。" #: ../../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 "" "販売オーダフォームに戻ると、タスクに追加された時間は :guilabel:`オーダ明細` タブ( :guilabel:`配送済` " "列)と販売オーダの上部にある新しい :guilabel:`記録時間` スマートボタンに反映されます。" #: ../../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 "" "プロジェクトにかかった時間を顧客に請求するには、 :guilabel:`請求書作成` をクリックし、 :guilabel:`請求書作成` " "ポップアップウィンドウから :guilabel:`通常請求書` を選択します。次に :guilabel:`ドラフト請求書作成` をクリックします。" #: ../../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 "" "すると :guilabel:`顧客請求書ドラフト` が表示され、:guilabel:`請求書明細` タブで行われた作業が全て明確に表示されます。" #: ../../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 "" ":guilabel:`顧客請求書` の :guilabel:`分析分配` " "列に注意して下さい。この情報は、他のタイム/マテリアル請求書作成作業が適切かつ正確に完了するために必要です。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "Odoo Salesで販売オーダにかかった時間が表示された請求書ドラフト。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "" "Click :guilabel:`Confirm` to confirm the invoice and continue with the " "invoicing process." msgstr ":guilabel:`確認` をクリックして請求書を確認し、請求書発行プロセスを続行します。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "経費設定" #: ../../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 "販売オーダに関連する経費を追跡し請求するためには、Odoo *経費* アプリがインストールされている **必要があります**。" #: ../../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 "" "*経費* アプリをインストールするには、 :menuselection:`Odooメインダッシュボード --> アプリ` に移動します。次に、 " ":guilabel:`アプリ` ページで、 :guilabel:`経費` アプリブロックを探し、 :guilabel:`有効化` をクリックします。" #: ../../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 "" "ページは自動的にリフレッシュされ、Odooのメインダッシュボードに戻ります。すそこから、:guilabel:`経費` " "アプリにアクセスできるようになります。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:184 msgid "Add expenses to sales order" msgstr "販売オーダに経費を追加する" #: ../../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 "" "販売オーダに経費を追加するには、まず :menuselection:`経費` アプリに移動します。次に、メインの *経費* ダッシュボードから " ":guilabel:`新規` をクリックすると、空白の経費フォームが表示されます。" #: ../../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 "" "経費フォームに、経費の :guilabel:`説明` を追加します(例：`ホテル滞在`、`航空券`)。次に、:guilabel:`カテゴリ` " "フィールドで、ドロップダウンメニューから適切なオプションを選択します(例: :guilabel:`食事`、 :guilabel:`マイル`、 " ":guilabel:`旅行`、 :guilabel:`宿泊`)。" #: ../../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 "経費カテゴリは :menuselection:`経費アプリ --> 設定 --> 経費カテゴリ` で追加・変更できます。" #: ../../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 "" "次に、 :guilabel:`合計` フィールドに経費の合計金額を入力し、適用される場合は :guilabel:`税込` も入力します。次に、正しい " ":guilabel:`従業員` が選択されていることを確認し、:guilabel:`支払者` フィールドに経費を支払った :guilabel:`従業員 " "(払戻対象)` または :guilabel:`会社` を指定します。" #: ../../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 "" "次に、:guilabel:`再請求先顧客`フィールドで、ドロップダウンメニューから適切な販売オーダを選択します。次に :guilabel:分析分配` " "フィールドから同じ販売オーダ情報を選択します。" #: ../../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 "" ":guilabel:`分析分配`フィールドは、販売オーダが *タイムシート*、*マイルストン*、または *配送済数量* " "に基づいて請求されるサービスプロダクトを含む場合、対応する販売オーダ**のみ**オプション利用可能です。" #: ../../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 "Odooで販売オーダに添付された経費フォームに正しく記入する方法。" #: ../../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 "" "領収書をアップロードして経費に添付する必要がある場合は、:guilabel:`領収書添付` " "ボタンをクリックし、必要な書類を経費にアップロードして下さい。これは必須ではありませんが、経費の承認可否に影響する場合があります。" #: ../../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 "全ての情報が入力されたら、:guilabel:`報告を作成` をクリックし、入力された全ての経費情報を含む経費報告を作成します。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "How an Expense Report Summary looks in Odoo Expenses." msgstr "Odoo経費での経費報告サマリの見え方。" #: ../../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 "" "次に、承認のために :guilabel:`マネジャーに提出` というオプションがあります。承認されると :guilabel:`次回の給与明細で報告` " "が表示されます。" #: ../../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 "" "この例では、全体の流れを示すために、:guilabel:`マネジャーに提出`を選択します。マネジャーは :guilabel:`承認` " "をクリックしてこの支出を承認し、 :guilabel:`仕訳を記帳` をクリックしてこの経費を会計仕訳帳に記帳します。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:234 msgid "Invoice expenses" msgstr "経費の請求" #: ../../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 "" " :ref:`販売オーダの経費 ` を顧客に請求するには、 " ":menuselection:`販売` アプリから、または :menuselection:`経費` " "アプリの経費報告から、関連する販売オーダに移動します。経費報告から、ページ上部の :guilabel:`販売オーダ` スマートボタンをクリックします。" #: ../../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 "" "経費報告書が販売オーダにリンクされていた場合、新しく設定された経費は :guilabel:`オーダ明細` " "タブに独自の明細を持ち、顧客に請求することができます。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "An expense appearing on Order Lines tab of a Sales Order in Odoo Sales " "application." msgstr "Odoo販売アプリケーションで、販売オーダのオーダラインタブに経費が表示されます。" #: ../../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 "" "販売オーダの経費を顧客に請求するには、 :guilabel:`請求書作成` をクリックし、 :guilabel:`請求書作成` " "ポップアップウィンドウから :guilabel:`通常請求書` を選択し、 :guilabel:`ドラフト請求書作成` をクリックします。" #: ../../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 "そうすると、その経費の :guilabel:`顧客請求書ドラフト` が表示されます。あとは通常通り請求書発行処理を行うことができます。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Sample customer invoice for an expense generated from a sales order in Odoo " "Sales." msgstr "Odoo販売で販売オーダから作成された経費の請求書のサンプル。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" msgstr "購買設定" #: ../../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 "販売オーダによる購買の請求書を顧客に発行するには、**購買** アプリケーションがインストールされている **必要があります** 。" #: ../../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 "" "*購買* アプリケーションをインストールするには、 :menuselection:`Odooメインダッシュボード --> アプリ` に移動します。次に " ":guilabel:`アプリ` ページで :guilabel:`購買` アプリブロックを探し、 :guilabel:`有効化` " "をクリックします。ページが自動的にリフレッシュされ、Odooのメインダッシュボードから :guilabel:`購買` " "アプリにアクセスできるようになります。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "販売オーダに購買を追加する" #: ../../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 "" "販売オーダーに購買を追加するには、まず購買オーダを作成する必要があります。購買オーダを作成するには、 :menuselection:`購買アプリ -->" " 新規` と進み、空白の購買オーダフォームを表示します。" #: ../../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 "" "まず、購買オーダに :guilabel:`仕入先` を追加します。次に、 :guilabel:`プロダクト` " "タブの下で、列ヘッダの右端にある点のついた2本の水平線で表される、 :guilabel:`追加列オプション` " "ドロップダウンメニューをクリックします。そのドロップダウンメニューから :guilabel:`分析分配` を選択します。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to add analytic distribution column on purchase order form in Odoo " "Purchase." msgstr "購買オーダフォームに分析分布列を追加する方法。" #: ../../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 "" "購買オーダフォームの :guilabel:`プロダクト` タブのヘッダーに :guilabel:`分析分布` " "列を追加したら、購買オーダにプロダクトを追加します。そのためには、 :guilabel:`プロダクト追加` " "をクリックし、ドロップダウンメニューから必要なプロダクトを選択します。追加する全てのプロダクトについて繰返し行います。" #: ../../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 "" "購買が販売オーダで適切に請求されるためには、購買オーダのプロダクトが :guilabel:`経費計上可能` としてマークされ、 " ":guilabel:`請求方針` が :guilabel:`配送済数量` に設定され、プロダクトフォームの :guilabel:`経費の再請求` " "フィールドで :guilabel:`原価で` オプションが選択されている必要があります。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "Product settings for a purchase order to be invoiced on a sales order in " "Odoo." msgstr "Odooで販売オーダーに請求する購買オーダのプロダクト設定。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:302 msgid "" "Then, select the appropriate :guilabel:`Analytic Distribution` associated " "with the sales order to which this purchase order is related. To do that, " "click the empty :guilabel:`Analytic Distribution` field to reveal an " ":guilabel:`Analytic` pop-up window." msgstr "" "次に、この購買オーダーが関連する販売オーダーに関連する適切な :guilabel:`分析分配` を選択します。これを行うには、空の " ":guilabel:`分析分配` フィールドをクリックして :guilabel:`分析` ポップアップウィンドウを表示します。" #: ../../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 "次に、:guilabel:`部門` ドロップダウンメニューから、購買の請求書を発行する販売オーダに関連付けられている分析分配を選択します。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to select the Analytic Distribution department from a purchase order in " "Odoo." msgstr "Odooで購買オーダから分析販売部門を選択する方法。" #: ../../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 "" "購買オーダの :guilabel:`プロダクト` タブに全ての情報を入力したら、 :guilabel:`オーダの確認` " "をクリックしてオーダを確定します。プロダクトを受取ったら :guilabel:`プロダクト入荷` をクリックします。これで入荷フォームが作成されます。" #: ../../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 "" "プロダクトの入荷を検証する前にシリアル番号やロット番号を入力する必要がある場合は、入荷フォームのプロダクトラインの右端にある4本の横線で表された " ":guilabel:`詳細` アイコンをクリックして下さい。" #: ../../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 "" "これにより :guilabel:`詳細オペレーション` タブが表示され、必要な :guilabel:`ロット/シリアル番号` と " ":guilabel:`完了` 数量を追加することができます。準備ができたら :guilabel:`確認` をクリックしてデータを確認します。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:326 msgid "Then, click :guilabel:`Validate` to validate the purchase order." msgstr "次に、:guilabel:`検証` をクリックして購買オーダを検証します。" #: ../../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 "" "次に、ページ上部のパンくずリンクから購買オーダに戻り、 :guilabel:`請求書作成` " "をクリックして、添付された販売オーダで顧客に請求できる仕入先請求書を作成します。" #: ../../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 "Odooで顧客に請求する購買オーダ用の仕入先請求書ドラフト。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:337 msgid "" "Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill " "Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an " "error window appears, requesting that information to be entered before " "confirmation can occur." msgstr "" "確認する前に、必ず :guilabel:`仕入先請求書ドラフト` に :guilabel:`請求日` を入力してください。もし " ":guilabel:`請求日` が入力されて *いない* 場合、エラーウィンドウが表示され、確認の前にその情報を入力するよう要求されます。" #: ../../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 "" "その後、:guilabel:`確認` " "をクリックして、仕入先請求書を確認します。この請求書は自動的に販売オーダに追加され、販売オーダに添付されている顧客に直接請求書を発行することができます。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" msgstr "購買を請求する" #: ../../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 "" "販売オーダの購買を顧客に請求するには、まず :ref:`購買を販売オーダに追加` し、次に :menuselection:`販売` アプリで目的の販売オーダに移動します。" #: ../../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 "" "購買オーダに付随する販売オーダで、購買済プロダクトの :guilabel:`オーダ明細` " "タブの下に独自のプロダクト明細が表示され、請求書を発行する準備ができました。" #: ../../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 "Odoo販売で顧客に請求する販売オーダで購買オーダプロダクト。" #: ../../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 "" "購買を顧客に請求するには、 :guilabel:`請求書作成` をクリックし、 :guilabel:`請求書作成` ポップアップウィンドウから " ":guilabel:`通常請求書` を選択し、 :guilabel:`ドラフト請求書作成` をクリックします。" #: ../../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 "" "そうすると、:guilabel:`請求明細` タブに新しく追加された購買オーダプロダクトを含む :guilabel:`顧客請求書ドラフト` " "が表示されます。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Customer invoice draft with purchase product attached to sales order in " "Odoo." msgstr "Odooの販売オーダで購買プロダクトが添付された顧客請求書ドラフト。" #: ../../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 "" "請求書発行プロセスを完了するには、 :guilabel:`確認` をクリックして請求書を確認し、 :guilabel:`支払登録` " "ポップアップフォームで :guilabel:`支払登録` をクリックします。" #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "プロダクト & 価格" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3 msgid "Use eWallets and gift cards" msgstr "eWalletsおよびギフトカードの使用" #: ../../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 "" "Odooを利用することで、顧客は **eWallets** や **ギフトカード** をオンラインや店舗でのショッピングに利用することができます。" #: ../../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 "" "eWalletとギフトカードをeコマースとPOSで使用可能にするには、まず :menuselection:`販売アプリ -->設定 --> 管理設定 " "--> 価格セクション` で :guilabel:` 値引き、ロイヤリティ&ギフトカード` を有効にします。有効化したら、 " ":menuselection:`販売アプリ --> プロダクト --> ギフトカード&eWallet` に進み、 " ":guilabel:新しいeWalletまたはギフトカードプログラムを `作成` します。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "eウォレット" #: ../../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 "" "eWalletにより、顧客はオンラインアカウントにクレジットを保存し、オンラインストアや実店舗で商品を購入する際に、そのクレジットを支払方法として使用できます。eWalletsはまた、複数の" " :ref:`ギフトカード ` を一元管理するために使用することもできます。" #: ../../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 "" "eWalletプログラムを作成する前に、eWallet **トップアップ** " "プロダクトを作成する必要があります。トップアップとは、あらかじめ定義されたデジタルクレジットの価値を、実際の通貨と交換するためにeWalletに追加することです。これらのクレジットは、eコマースショップまたは" " :abbr:`POS'` での支払い方法として使用することができます。トップアップバリューは異なる金額にすることができます。" #: ../../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 "$50のトップアップは$50で購入でき、同額のクレジットがeウォレットに追加されます。" #: ../../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 "" "トップアッププロダクトを作成するには、 :menuselection:`販売アプリ --> プロダクト --> プロダクト` と進み、 " ":guilabel:新規プロダクトを `作成` します。プロダクトテンプレートで以下のようにオプションを設定します:" #: ../../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:`プロダクト名`: トップアッププロダクトの名前を入力します(例：`$50トップアップ`)。" #: ../../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:`販売可能`: 有効化済" #: ../../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:`プロダクトタイプ`: :guilabel:` サービス` を選択します" #: ../../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:`請求方針`: :guilabel:前払/固定金額` を選択します" #: ../../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:`オーダで作成`: :guilabel:`なし` を選択します" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35 msgid ":guilabel:`Sales Price`: enter the amount of the top-up" msgstr ":guilabel:`販売価格`: トップアップ金額を入力します" #: ../../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 "" "異なる金額のeWalletトップアップを行うには、複数のトップアッププロダクトを作成し、それに応じて :guilabel:`販売価格` を変更します。" #: ../../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 "" "トップアップが作成されたら、 :menuselection:`販売アプリ --> プロダクト --> ギフトカード&eWallet` から " ":guilabel:eWalletプログラムを`作成`します。以下の設定オプションが利用可能です:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44 msgid ":guilabel:`Program Name`: enter a name for the eWallet program" msgstr ":guilabel:`プログラム名`: eWalletプログラムの名前を入力します" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr ":guilabel:`プログラムタイプ`: :guilabel:`eWallet` を選択します" #: ../../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:`eWalletプロダクト`: " "先に作成したeWalletトップアップを選択します。異なる金額のトップアップを作成した場合は、このプロセスを繰返します。" #: ../../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:`Eメールテンプレート`: " "顧客に送信するEメールに使用するEメールテンプレートを選択します。新しいテンプレートを作成するには、フィールドをクリックして " ":guilabel:`さらに検索` を選択し、 :guilabel:`作成` をクリックします。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid "" ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr ":guilabel:`通貨`: eWalletプログラムで使用する通貨を選択します" #: ../../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:`会社`: プログラムが有効で利用可能な会社を選択します" #: ../../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:`利用可能`: プログラムが有効で利用可能なアプリケーションを選択します" #: ../../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:`ウェブサイト`: " "プログラムが有効で利用可能なウェブサイトを選択します。全てのウェブサイトを含めるには、このフィールドを空にします。" #: ../../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:`POS`: プログラムが有効で利用可能な :abbr:`POS'` を選択します。全ての :abbr:`POS` " "を含める場合は、このフィールドを空にします。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallet program configuration page" msgstr "eWalletプログラム設定ページ" #: ../../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 "" "プログラムの設定が完了したら、左上にある :guilabel:`eWalletを生成` ボタンをクリックしてeWalletを生成します。eWalletは" " :guilabel:`顧客` および/または :guilabel:`顧客タグ` に基づいて生成することができます。数量は選択された " ":guilabel:`顧客` と :guilabel:`顧客タグ` に応じて自動的に調整されます。次に :guilabel:`eWallet値` " "を設定します。最後に、:guilabel:`有効期限` を設定します。" #: ../../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 "" "生成されたeWalletは、右上にある:guilabel:`eWallet` " "スマートボタンからアクセスできます。そこから、eWalletをEメールまたはURLリンク:guilabel:`送信` または:guilabel:`共有`" " します。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallets send and share buttons" msgstr "eWallets送信および共有ボタン" #: ../../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 "" ":guilabel:`有効期限`、 :guilabel:`取引先`、 :guilabel:`残高` " "を変更するには、eWalletをクリックして下さい。eWalletの :guilabel:`コード` を変更、削除、複製することは *できません*。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82 msgid "Gift cards" msgstr "ギフトカード" #: ../../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 "ギフトカードは顧客によって購買され、eコマースショップやPOSでの支払時に支払方法として使用されます。" #: ../../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 "" "新しいギフトカードプログラムを作成する前に、まずギフトカードをプロダクトとして作成する必要があります。そのためには、 " ":menuselection:`販売アプリ --> プロダクト --> プロダクト` に行き、 :guilabel:`プロダクトを`作成` " "します。プロダクトテンプレートで以下のようにオプションを設定します:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr ":guilabel:`プロダクト名`: ギフトカードのプロダクト名を入力して下さい。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr ":guilabel:`販売価格`: ギフトカードの金額を入力して下さい。" #: ../../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 "" "異なる金額のギフトカードを用意するには、複数のギフトカードプロダクトを作成し、それに応じて :guilabel:`販売価格` を変更して下さい。" #: ../../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 "" "ギフトカードプロダクトが作成されたら :menuselection:`販売アプリ --> プロダクト --> ギフトカード&eWallet` で " ":guilabel: ギフトカードプログラムを `作成` します。以下の設定オプションが利用可能です:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106 msgid ":guilabel:`Program Name`: enter a name for the gift card program" msgstr ":guilabel:`プログラム名`: ギフトカードプログラムの名前を入力します" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr ":guilabel:`プログラムタイプ`: :guilabel:`ギフトカード` を選択します" #: ../../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:`ギフトカードプロダクト`: " "先に作成したギフトカードプロダクトを選択します。異なる金額のギフトカードプロダクトを作成した場合は、このプロセスを繰返します。" #: ../../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:`Emailテンプレート`: デフォルトの :guilabel:`ギフトカード： ギフトカード情報` " "のテンプレートを選択するか、フィールドをクリックして :guilabel:`さらに検索` を選択し、 :guilabel:`作成` " "をクリックして新しいテンプレートを作成します。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr ":guilabel:`レポート印刷`: :guilabel:`ギフトカード` を選択します。" #: ../../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:`通貨`: ギフトカードプログラムで使用する通貨を選択します" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift card program configuration page" msgstr "ギフトカードプログラム設定ページ" #: ../../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 "" "プログラムの設定が完了したら、左上にある :guilabel:`ギフトカード生成` ボタンをクリックしてギフトカードを生成します。ギフトカードは " ":guilabel:`匿名顧客` または :guilabel:`選択された顧客` に対して生成することができます。guilabel:`匿名顧客`の場合は" " :guilabel:`生成数` を設定し、 :guilabel:`選択された顧客`の場合は :guilabel:`顧客` と " ":guilabel:`顧客タグ` の両方を選択します。次に :guilabel:`ギフトカード値 を設定します。最後に、:guilabel:`有効期限`" " を設定します。" #: ../../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 "" "生成されたギフトカードは、右上の :guilabel:`ギフトカード` " "スマートボタンからアクセスできます。そこから、:guilabel:`送信または:guilabel:`共有`でギフトカードをEメールまたはURLリンクで送ることができます。" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift cards send and share buttons" msgstr "ギフトカード送信および共有ボタン" #: ../../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 "" "guilabel:`有効期限`、 :guilabel:`取引先`、 :guilabel:`残高` " "を変更するには、ギフトカードをクリックして下さい。ギフトカードの :guilabel:`コード` を変更、削除、複製することは*できません*。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "値引とロイヤリティプログラム" #: ../../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 "" "Odooの*販売*、*eコマース*、*POS* " "アプリケーションでは、オンラインや店舗でのショッピングで顧客が利用できる値引やロイヤリティプログラムを作成することができます。これらのプログラムは、:doc:`価格表" " " "`よりも多様で、公開で、時間制限を設けた価格オプションを提供します。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "管理設定の設定" #: ../../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 "" "値引とロイヤリティプログラムの使用を開始するには、 :menuselection:`販売 --> 設定 --> 管理設定` " "に移動します。guilabel:`価格設定` の見出しの下にある :guilabel:`値引、ロイヤリティ、ギフトカード`の設定を有効にします。最後に " ":guilabel:`保存` をクリックして変更を保存します。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "値引とロイヤリティプログラムを設定する" #: ../../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 "" "値引とロイヤリティプログラムを作成するには、 :menuselection:`販売 --> プロダクト --> 値引 & ロイヤリティ` " "にアクセスして下さい。" #: ../../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 "" "まだ値引やロイヤルティプログラムが作成されていない場合、Odooは最初のプログラム作成に役立つテンプレートを提供します。テンプレートカードのいずれかを選択するか、:guilabel:`新規`" " をクリックしてゼロから新しいプログラムを作成して下さい。" #: ../../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 "または、すでに既存のプログラムがある場合は、既存のプログラムを選択して編集します。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Discount and loyalty program template cards." msgstr "値引とロイヤルティプログラムのテンプレートカード。" #: ../../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 "プログラムを作成または編集すると、プログラムフォームが開きます。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program options on the loyalty program form." msgstr "ロイヤリティプログラムフォームでのプログラムオプション。" #: ../../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:`通貨`:プログラムで使用する通貨を選択します。" #: ../../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:`POS`: " "このプログラムを利用できるPOSを選択します。全ての:abbr:`POS`で利用できるようにするには、このフィールドを空白のままにします。" #: ../../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 "" ":ref:`プログラムタイプ`の選択によって、プログラムフォームで使用できるオプションが異なります。" #: ../../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 "ロイヤリティプログラムフォームのプログラム項目スマートボタン。" #: ../../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 "プログラムタイプ" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100 msgid "" "The different :guilabel:`Program Types` available on the program form are:" msgstr "guilabel:`プログラムタイプ` はプログラムフォームで利用できます:" #: ../../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:`クーポン`: リワードへの即時アクセスを可能にするシングルユースクーポンコードを生成し、共有します。" #: ../../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:`プロモーション`: " "プロダクトをオーダするための条件付き規則を設定します。この規則が満たされると、顧客はリワードを受けることができます。" #: ../../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:`値引コード`: チェックアウト時に入力することで、顧客に値引を付与するコードを設定します。" #: ../../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:`次回オーダクーポン`: 次回のオーダで特典を受けられるクーポンコードを生成し、共有します。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:116 msgid "Conditional rules" msgstr "条件規則" #: ../../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 "次に、プログラムが顧客のオーダに適用されるタイミングを決定する :guilabel:`条件ルール` を設定します。" #: ../../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 "" "guilabel:`規則 & リワード` タブで、プログラムに *条件* を追加するために :guilabel:`条件ルール` の隣にある " ":guilabel:`追加` をクリックします。これにより :guilabel:`条件ルールを作成` ポップアップウィンドウが表示されます。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rules & Rewards tab of the loyalty program form." msgstr "ロイヤルティプログラムフォームの規則&リワードタブ。" #: ../../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 "" ":guilabel:`条件ルール` のオプションは、選択された :ref:`プログラムタイプ " "` によって異なります。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:133 msgid "The following options are available for configuring conditional rules:" msgstr "条件ルールの設定には、以下のオプションが利用できます:" #: ../../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:`値引コード`： guilabel:`値引コード` " "プログラムで使用するカスタムコードを入力するか、Odooが生成したデフォルトコードを使用します。このフィールドは " ":guilabel:`プログラムタイプ` が :guilabel:`値引コード` に設定されている場合のみ使用できます。" #: ../../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:`最小数量`: リワードを利用するために購買しなければならないプロダクトの最小数を入力します。最小数量を少なくとも `1` " "に設定することで、顧客がリワードを利用するために購買しなければならないことを確約します。" #: ../../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:`最少購買`： guilabel:`税込` " "または:guilabel:`税抜`で、特典を利用するために使用しなければならない最低金額(通貨)を入力します。最少数量と最少購買の両方が入力されている場合、顧客のオーダは両方の条件を満たす必要があります。" #: ../../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:`プロダクト`: プログラムを適用する特定のプロダクトを選択します。全プロダクトに適用する場合は空欄にして下さい。" #: ../../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:`カテゴリ`:プログラムを適用するプロダクトのカテゴリーを選択します。全てのプロダクトカテゴリに適用するには " ":guilabel:`全て` を選択します。" #: ../../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:`プロダクトタグ:` 特定のタグを持つプロダクトにプログラムを適用するには、タグを選択して下さい。" #: ../../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:`付与`: :guilabel:`オーダあたり`、 :guilabel:`使用通貨あたり`、または " ":guilabel:`支払単位あたり` (:guilabel:`ロイヤリティカード` および :guilabel:`X購入でYを入手` " "プログラムの場合) に顧客が獲得するポイント数を入力します。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "Conditional rules configuration window for a discount or loyalty program." msgstr "値引またはロイヤルティプログラムの条件ルール設定画面。" #: ../../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 "" "ルールを保存してポップアップウィンドウを閉じるには :guilabel:`保存&閉じる` を、ルールを保存してすぐに新しいルールを作成するには " ":guilabel:`保存&新規` をクリックします。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162 msgid "Rewards" msgstr "リワード" #: ../../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 "" "プログラムフォームの :guilabel:`規則&リワード` タブの :guilabel:`リワード` の隣にある :guilabel:`追加` " "をクリックして、プログラムに *特典* を追加します。これにより :guilabel:`リワードを作成` ポップアップウィンドウが表示されます。" #: ../../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 "" ":guilabel:`リワード` のオプションは、選択した :ref:`プログラムタイプ " "` によって異なります。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:172 msgid "The following options are available for configuring rewards:" msgstr "リワードの設定には以下のオプションがあります:" #: ../../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:`特典タイプ`: リワードの種類を :guilabel:`プロダクト無料`, :guilabel:`値引`, " ":guilabel:`送料無料` から選択します。リワード設定の他のオプションは、選択した :guilabel:`リワードタイプ` に依存します。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:178 msgid ":guilabel:`Free Product`:" msgstr ":guilabel:`無料プロダクト`:" #: ../../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:`リワード数量`： 顧客に無料で提供されるプロダクトの数を選択します。" #: ../../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:`プロダクト`: リワードとして無料で提供されるプロダクトを選択します。選択できるプロダクトは1つだけです。" #: ../../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:`プロダクトタグ`: リワードの対象となる無料プロダクトをさらに指定するタグを選択します。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:186 msgid ":guilabel:`Discount`:" msgstr ":guilabel:`値引`:" #: ../../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:`値引`： 値引額を :guilabel:`パーセント` 、:guilabel:`ポイントあたりの通貨`、 " ":guilabel:`オーダあたりの通貨` のいずれかで入力します。次に、値引が :guilabel:`オーダ` 全体に適用されるか、オーダ内の " ":guilabel:`最も安いプロダクト` にのみ適用されるか、または :guilabel:`特定のプロダクト` にのみ適用されるかを選択します。" #: ../../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:`最大値引`： このリワードが値引として付与できる最大金額(通貨)を入力します。無制限の場合、このフィールドは`0`のままにします。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:195 msgid ":guilabel:`Free Shipping`:" msgstr ":guilabel:`送料無料`:" #: ../../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:`交換ポイント`: 特典と交換するために必要なポイント数を入力します (:guilabel:`ロイヤリティカード` および " ":guilabel:`X購入でYを入手` プログラムの場合)。" #: ../../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:`オーダの説明`: チェックアウト時に顧客に表示される報酬の説明を入力します。" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rewards configuration window for a discount or loyalty program." msgstr "値引やロイヤリティプログラムの設定画面。" #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "価格管理" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "Foreign currencies" msgstr "外国通貨" #: ../../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 "Odooでは、価格表を使用して多くの外国通貨で価格を管理することができます。具体的には、Odooは合計167通貨に対応しています。" #: ../../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 "Odoo *販売* で複数通貨を使用するには、**会計** アプリケーションがインストールされている *必要があります* 。" #: ../../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 "" "*会計* アプリがインストールされると、外貨をデータベースに追加することができます。 :menuselection:`会計アプリ --> 設定 --> " "管理設定` に移動し、 :guilabel:`通貨` セクションまでスクロールし、 :guilabel:`主要通貨` 設定を見つけます。" #: ../../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 "Odoo会計の設定ページの主要通貨機能の表示。" #: ../../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は自動的に主要通貨を会社のある国の通貨に設定します。" #: ../../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 "" "会社の主要通貨を変更するには、 :guilabel:`通貨` フィールドのドロップダウンメニューを選択し、希望の通貨を選択して、必ず " ":guilabel:`変更を保存` して下さい。" #: ../../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 "" "通貨レートが自動的に更新されるようにするには、*会計*設定ページで*自動通貨レート*機能を有効にします（ :menuselection:`会計アプリ " "--> 設定 --> 管理設定 --> 通貨セクション`）。" #: ../../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 "" ":guilabel:`自動通貨レート`　機能の横にあるチェックボックスをクリックし、 :guilabel:`サービス` " "フィールドのドロップダウンメニューで通貨レートを取得する指定銀行を選択し、更新が行われる :guilabel:`間隔` 時間を選択します。次に " ":guilabel:`次回実行` の日付を決定します。" #: ../../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 "" "通貨レートを即座に更新するには、 :guilabel:`次の実行` フィールドの右にある :guilabel:`🔁(円形の矢印)` " "アイコンをクリックします。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45 msgid "" "When all configurations are complete, be sure to :guilabel:`Save` all " "changes." msgstr "全ての設定が完了したら、必ず :guilabel:`保存` して下さい。" #: ../../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 "" "全ての支払方法は、販売仕訳帳と同じ通貨、または会社の通貨が設定されていない場合は会社の通貨でなければなりません。もし同じでない場合、:guilabel:`検証エラー`" " というメッセージが表示されます。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53 msgid "View, edit, and add currencies" msgstr "通貨を表示、編集、追加" #: ../../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 "" "価格表や :guilabel:`主要通貨` ドロップダウンメニューで利用できるようにするために、 :menuselection:`会計アプリ --> " "管理設定` ページの :guilabel:`通貨` フィールドの下にある :guilabel:`通貨` リンクをクリックします。" #: ../../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 ":guilabel:`通貨` リンクをクリックすると、別の:guilabel:`通貨` ページが表示されます。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How the main currencies page appears in Odoo Accounting." msgstr "Odoo会計でのメイン通貨ページの表示。" #: ../../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 "" "このページでは、Odooが提供する世界167通貨のマスターリストが表示されます。各行には、対応する :guilabel:`通貨`、 " ":guilabel:`シンボル`、 :guilabel:`名前`、 :guilabel:`最終更新日`、 :guilabel:`現在のレート` " "(会社が拠点を置く国のデフォルト通貨との比較)が表示されます。" #: ../../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 "右端には2つの列があり、オン・オフを切り替えることができます:" #: ../../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:`有効`: " "この通貨は有効です。つまり、価格リストに追加したり、会社のメイン通貨として使用することができます(:menuselection:`会計アプリ --> " "設定 --> 管理設定 --> 通貨セクション` 経由)。" #: ../../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 "デフォルトでは、全ての :guilabel:`有効` 通貨オプションがリストの一番上に表示されます。" #: ../../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 "" ":guilabel:`有効` 通貨ごとに *最低* 1つの価格表を作成することを推奨します。価格表の設定については :doc:`./価格` " "を参照して下さい。" #: ../../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 "" "オプションのオン/オフを切り替えるには、対応する列の行にあるトグルスイッチをクリックします。*オン*の場合、スイッチの色は緑になります。*オフ*の場合、スイッチの色はグ灰色です。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:87 msgid "Currency detail form" msgstr "通貨詳細フォーム" #: ../../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 "" ":guilabel:`通貨` ページで通貨を編集するには、希望の通貨をクリックしてその通貨の詳細フォームを表示し、必要な変更を加えて下さい。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a currency detail form looks in Odoo Accounting." msgstr "Odoo会計での通貨詳細フォームの見え方。" #: ../../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 "" "通貨詳細フォームでは、関連する通貨コードが :guilabel:`通貨` フィールドに表示されます。その下の :guilabel:`名前` " "フィールドには通貨の名前が表示されます。" #: ../../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 "" "次に、 :guilabel:`有効` トグルで通貨の使用可否を切り替えます： *オン* は緑色のスイッチ、*オフ* は灰色のスイッチで表示されます。" #: ../../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 "" "通貨詳細フォームの右側には、適切な :guilabel:`通貨単位` (例: `ドル`) と :guilabel:`通貨サブユニット` (例: " "`セント`) が表示されます。" #: ../../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 "" "次に :guilabel:`レート` タブの下で、様々な変換率を表示、追加、削除することができます。各行には、特定のレートの " ":guilabel:`日付`、接続先の :guilabel:`会社`、そして :guilabel:`...ごとの単位` と " ":guilabel:`...単位ごと`が表示されます。" #: ../../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 "" "最後の2つの列のそれぞれ *...* は、会社に設定されているメイン通貨を表します。例えば、メイン通貨が `USD` " "に設定されている場合、列のタイトルは :guilabel:`USDごとの単位` と :guilabel:`単位ごとのUSD` になります。" #: ../../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 "" "新しい料金を追加するには、 :guilabel:`料金` タブの :guilabel:`明細の追加` " "をクリックし、前述の欄に必要な情報を記入していきます。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:118 msgid "Main currency detail form" msgstr "主要通貨詳細フォーム" #: ../../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 "" "選択された通貨が会社の主要通貨である場合、通貨詳細フォームの上部に青いバナーが表示され、次のようなメッセージが表示されます: " ":guilabel:`これが会社の通貨です`。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a main currency detail form looks in Odoo Accounting." msgstr "Odoo会計の主要通貨詳細フォームの見え方" #: ../../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 "" "全てのフィールドは一般的な通貨詳細フォームと同じですが、他の全ての通貨レートは会社のメイン通貨に基づいているため、:guilabel:`レート` タブは" " **ありません** 。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132 msgid "Create new currency" msgstr "新規通貨を作成する" #: ../../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 "" "希望する通貨が :guilabel:`通貨` ページにない場合は、 :guilabel:`新規` " "ボタンをクリックして空白の通貨テンプレートフォームを開きます。" #: ../../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 "同じ :guilabel:`新規` ボタンが、どの通貨詳細フォームの右上隅にもあります。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a blank currency detail form looks in Odoo Accounting." msgstr "Odoo会計での空白の通貨詳細フォームの見え方。" #: ../../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 "" "空白の通貨詳細フォームで、希望の通貨コードを :guilabel:`通貨` フィールドに入力します。その下の :guilabel:`名前` " "フィールドに通貨名を入力します。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:148 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle " "switch." msgstr "次に、 :guilabel:`有効` トグルスイッチで通貨の使用可否を切替えます。" #: ../../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 "" "通貨詳細フォームの右側に、適切な :guilabel:`通貨ユニット` (例：`ドル`)と適切な :guilabel:`通貨サブ単位` " "(例：`セント`)を入力します。" #: ../../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 "" "次に、 :guilabel:`料金` タブで :guilabel:`明細の追加` をクリックして新しい料金を追加します。次に、 " ":guilabel:`日付`、 :guilabel:`会社`、 :guilabel:`単位あたり...`、 :guilabel:`...単位あたり` " "フィールドの確認と調整を行い、自動入力された情報が全て正確であることを確認します。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:163 msgid "Currency-specific pricelists" msgstr "特定別価格表" #: ../../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 "" "データベースの有効な通貨ごとに少なくとも1つの価格表を作成することをお勧めします。特定の通貨に価格表を作成(または割当て)するには、 " ":menuselection:`販売アプリ --> プロダクト --> 価格表` に移動します。" #: ../../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 "" ":guilabel:`価格表` ページから、既存の価格表を選択して編集するか、 :guilabel:`新規` をクリックして新しい価格表を作成します。" #: ../../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 "価格表詳細フォームで、新規または既存の価格表の :guilabel:`通貨` フィールドを希望に応じて調整します。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:176 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr "価格表設定について更に詳しく知るための:doc:`./pricing` " #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:179 msgid "Auto-conversion from public price" msgstr "公開価格からの自動変換" #: ../../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 "" "プロダクトに表示される公開価格は、その会社が設定した主要通貨に直接関連していることに留意して下さい。これは、 :menuselection:`会計アプリ" " --> 設定 --> 管理設定 --> 通貨セクション --> 主要通貨 --> 通貨ドロップダウンメニュー` で設定できます。" #: ../../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 "" "販売価格は、価格表が会社の主要通貨と異なる通貨を持つ別の価格表に変更された場合、自動的に更新されます。価格の変更は、更新されたその通貨の換算レートに直接関係します。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:190 msgid "Set product prices" msgstr "プロダクト価格を設定する" #: ../../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 "" "為替レートの変動を避けるためにプロダクト価格を設定するには、まず :menuselection:`販売アプリ --> プロダクト --> プロダクト` " "に移動します。" #: ../../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 "" ":guilabel:`プロダクト` ページから、修正したいプロダクトを選択します。または、 :guilabel:`新規` " "ボタンをクリックして新しいプロダクトを作成します。" #: ../../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 "" "次に、プロダクト詳細フォームの左上にある :guilabel:`追加価格` スマートボタンをクリックします。そうすると、そのプロダクト専用の " ":guilabel:`価格ルール` ページが表示されます。" #: ../../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 "Odoo販売で外貨価格表に基づいてプロダクト価格を設定する方法。" #: ../../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 ":guilabel:`新規`をクリックし、 :guilabel:`価格表` 列のドロップダウンメニューから希望する価格リストを選択します。" #: ../../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 "" ":guilabel:`適用対象` フィールドにはプロダクトが自動入力されるので、 :guilabel:`最小数量` と :guilabel:`価格` " "フィールドに希望の数値を入力して下さい。" #: ../../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 "" "この :guilabel:`最小数量` フィールドの数字は、設定される :guilabel:`価格` が、少なくともその量のプロダクトが購入された場合に" " **のみ** トリガされることを意味します。" #: ../../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 "" "必要であれば、設定価格に :guilabel:`開始日` と :guilabel:`終了日` " "を設定して下さい。これらの列を空白にすることで、販売日に関係なく設定価格が有効であることを保証します。" #: ../../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 "" "複数の会社が存在する環境で作業する場合は、 :guilabel:`会社` " "フィールドでこの価格ルールを適用する会社を指定します。このフィールドを空白にすると、価格ルールがデータベース内の全ての会社に適用されます。" #: ../../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 "" "このように設定が完了すると、切替時の変更/更新に関係なく、特定のプロダクトを購入する顧客に指定された価格表が適用されるたびに、あらかじめ設定された価格が表示されます。" #: ../../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 "価格表、値引と計算式" #: ../../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 "Odoo販売で価格表機能を設定する方法。" #: ../../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 "どちらのオプションを選んでも :guilabel:`価格表` ページが表示され、いつでも価格表を作成および/または変更することができます。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "Odoo販売での価格表ページの見え方。" #: ../../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 "Odoo販売での価格表の詳細フォームの見え方。" #: ../../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 "Odoo販売で最低マージン＄5のマークアップ原価を設定するとどのように見えるか。" #: ../../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 "" "20%の値引を適用し、価格を9.99に切り上げるには、 :guilabel:`基準` フィールドを :guilabel:`販売価格` に、 " ":guilabel:`値引` フィールドを `20` に、 :guilabel:`追加価格` フィールドを `-0.01` に、 " ":guilabel:`丸め方法` フィールドを `10` に設定します。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "Odoo販売で、20％値引で、価格を9.99に丸めした例。" #: ../../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 "" "9.99で終わる価格を設定するには、 :guilabel:`丸め方法` を `10` に、 :guilabel:`追加料金` を `-0.01` " "に設定します。" #: ../../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 "Odoo販売で期間をカスタムするポップアップフォーム。" #: ../../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 "顧客価格表アプリケーション" #: ../../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 "" "どの顧客にも適用されるデフォルトの価格表は :guilabel:`公開価格表` " "ですが、Odooでは連絡先フォームの顧客に直接別の価格表を適用することができます。" #: ../../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 "" "そのためには、 :menuselection:`販売オーダ --> オーダ --> 顧客` に移動して、メインの :guilabel:`顧客` " "ページから顧客を選択するか、販売オーダの顧客名をクリックして、目的の顧客の連絡先フォームを開きます。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "Odoo販売の顧客詳細フォームのサンプル。" #: ../../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 "" "希望する顧客のコンタクトフォームの :guilabel:`販売&購買` タブの :guilabel:`販売` セクションで、 " ":guilabel:`価格表` フィールドのドロップダウンメニューから、この特定の顧客に適用する価格表を指定します。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "Odoo販売の顧客詳細フォームの価格表フィールド。" #: ../../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 "条件" #: ../../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 ":guilabel:`価格表規則の作成` ポップアップフォームの一番下には、 :guilabel:`条件` セクションがあります。" #: ../../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 "ここで、まず :guilabel:`適用` フィールドのオプションの一つを選択します:" #: ../../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:`全てのプロダクト`: 高度な価格表規則は全てのプロダクトに適用されます。" #: ../../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:`プロダクトカテゴリ`: 高度な価格表規則は、プロダクトの特定のカテゴリに適用されます。" #: ../../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:`プロダクト`: 高度な価格表規則は特定のプロダクトに適用されます。" #: ../../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:`プロダクトバリアント`: 高度な価格表ルールは特定のプロダクトバリエーションに適用されます。" #: ../../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 "" ":guilabel:`全プロダクト` 以外のオプションが選択された場合、新しいオプション固有のフィールドが表示され、そこで特定の " ":guilabel:`プロダクトカテゴリ`、 :guilabel:`プロダクト`、 :guilabel:`プロダクトバリエーション` " "を選択する必要があります。" #: ../../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 "" "次に、高度な価格表規則に適用する最小数量を :guilabel:`最小数量` フィールドで選択します。最後に、 :guilabel:`有効期間` " "フィールドで価格表アイテムが有効な日付範囲を選択します。" #: ../../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 "" "全ての設定が完了したら、 :guilabel:`保存して閉じる` をクリックして高度な価格表規則を保存するか、 :guilabel:`保存して新規作成`" " をクリックして新しいフォームに別の高度な価格表規則をすぐに作成します。" #: ../../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 "" "特定のプロダクトに価格ルールが設定され、そのプロダクトカテゴリに別の価格ルールが設定されている場合、Odooはプロダクト自体のルールを適用します。" #: ../../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 "プロダクト管理" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "Import products" msgstr "プロダクトのインポート" #: ../../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 *販売* はカテゴリとバリアントを含むプロダクトをインポートするためのテンプレートを提供しており、表計算ソフト(Microsoft " "Excel、OpenOffice、Google Sheetsなど）で開いて編集することができます。" #: ../../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 "" "このスプレッドシートに適切に記入すると、Odooデータベースに素早くアップロードすることができます。アップロードされたプロダクトは即座にプロダクトカタログに追加され、アクセス、編集が可能になります。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:12 msgid "Import template" msgstr "テンプレートのインポート" #: ../../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 "" "カテゴリとバリアント付きのプロダクトをインポートするためには、*プロダクト用テンプレート* をダウンロードする **必要があります** " "。一度ダウンロードすると、テンプレートを調整・カスタマイズし、Odooデータベースに再アップロードすることができます。" #: ../../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 "" "必要なインポートテンプレートをダウンロードするには、 :menuselection:`販売アプリ --> プロダクト --> プロダクト` " "に移動します。 :guilabel:`プロダクト` ページで、左上にある :guilabel:`⚙️ (歯車)` " "アイコンをクリックします。そうすると、ドロップダウンメニューが表示されます。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" "From this drop-down menu, select the :guilabel:`Import records` option." msgstr "このドロップダウンメニューから :guilabel:`レコードをインポート` オプションを選択します。" #: ../../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 "インポートオプションはOdoo販売のプロダクトページの歯車アイコンから選択できます。" #: ../../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 "" ":guilabel:`レコードのインポート` を選択すると、別ページに :guilabel:`プロダクト用テンプレートをインポート` " "をダウンロードするためのリンクが表示されます。そのリンクをクリックしてテンプレートをダウンロードして下さい。" #: ../../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 "テンプレートのダウンロードが完了したら、スプレッドシートファイルを開いてカスタマイズします。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:38 msgid "Customize product import template" msgstr "プロダクトインポートテンプレートをカスタマイズする" #: ../../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 "" "インポートテンプレートをダウンロードして開いたら、次はその内容を変更する番です。しかし、変更を加える前に、その過程で留意すべきいくつかの要素があります:" #: ../../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 "必要ないと思われる列は自由に削除して下さい。しかし、:guilabel:`内部参照` 列は残すことを強くお勧めします。" #: ../../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 "" "必須ではありませんが、各プロダクトの:guilabel:`内部参照` " "列に一意な識別子(例：`FURN_001`)を設定しておくと、便利です。Odooへの移行を容易にするため、以前のソフトウェアスプレッドシートを使用することもできます。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:50 msgid "" "For example, when updating imported products, the same file can be imported " "several times without creating duplicates, thus enhancing the efficiency and" " simplicity of imported product management." msgstr "" "例えば、インポート済プロダクトを更新する際、同じファイルを重複させることなく何度もインポートすることができ、インポート済プロダクト管理を効率化・簡素化できます。" #: ../../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 "" "インポートする列のラベルを変更 *しない* " "で下さい。変更すると、Odooがそれらを認識できず、ユーザはインポート画面で手動でマッピングしなければならなくなります。" #: ../../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 "" "必要であれば、スプレッドシートのテンプレートに新しい列を自由に追加して下さい。ただし、追加するフィールドはOdooに存在する必要があります。Odooが列名とフィールドを一致させることができない場合は、インポート処理中に手動で一致させることができます。" #: ../../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 "" "完成したテンプレートのインポート処理中、Odooは新しく設定されたプロダクトテンプレートのスプレッドシートの全ての要素を " ":guilabel:`ファイル列`、 :guilabel:`Odooフィールド`、 :guilabel:`コメント` " "で区切って表示するページを表示します。" #: ../../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 "" "手動で列名とOdooのフィールドを一致させるには、手動調整が必要な :guilabel:`ファイル列` の横にある " ":guilabel:`Odooフィールド` ドロップダウンメニューをクリックし、そのドロップダウンメニューから適切なフィールドを選択します。" #: ../../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 "手動で調整する必要があるフィールド列の横にあるOdooフィールドドロップダウンメニュー。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:71 msgid "Import product template spreadsheet" msgstr "プロダクトテンプレートスプレッドシートのインポート" #: ../../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 "" "プロダクトテンプレートのスプレッドシートをカスタマイズした後、テンプレートのダウンロードリンクがあるOdooプロダクトインポートページに戻り、左上の " ":guilabel:`ファイルをアップロード` ボタンをクリックします。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The upload file button on the import products template download page in Odoo" " Sales." msgstr "Odoo販売のプロダクトインポートテンプレートダウンロードページのファイルアップロードボタン。" #: ../../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 "" "その後、ポップアップウィンドウが表示され、完成したプロダクトテンプレートスプレッドシートファイルを選択し、Odooにアップロードする必要があります。" #: ../../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 "" "その後、Odooは新しく設定したプロダクトテンプレートのスプレッドシートの全ての要素を、 :guilabel:`ファイル列`、 " ":guilabel:`Odooフィールド`、 :guilabel:`コメント` で区切ったページを表示します。" #: ../../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 "プロダクトテンプレートがアップロードされた後、Odoo販売のファイルのインポートページが表示されます。" #: ../../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 "" "ここから、必要に応じて :guilabel:`ファイル列` を :guilabel:`Odooフィールド` に手動で割当てることができます。" #: ../../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 "全てが適切で、全ての列とフィールドが正確に並んでいることを確認するために、左上の :guilabel:`テスト` ボタンをクリックします。" #: ../../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 "" "全てが正しく並んで適用されている場合、Odooはページ上部に青いバナーを表示し、ユーザに :guilabel:`問題はありませんでした` と知らせます。" #: ../../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 "ファイル列が正しく入力されている場合に表示される、問題はありませんでしたメッセージ。" #: ../../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 "エラーがある場合、Odooはページ上部に赤いバナーを表示し、具体的な問題の場所と修正方法を説明します。" #: ../../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 "ファイルの列がOdooのフィールドと一致しない場合に表示されるインポートエラーメッセージ。" #: ../../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 "" "これらのエラーが修正されたら、:guilabel:`テスト` をもう一度クリックして、必要な問題が全て適切に修正されていることを確認して下さい。" #: ../../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 "" "追加のプロダクトテンプレートスプレッドシートをアップロードする必要がある場合は、:guilabel:`ファイルをロード` " "ボタンをクリックし、必要なプロダクトテンプレートスプレッドシートを選択し、このプロセスを繰返します。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:117 msgid "When everything is ready, click the :guilabel:`Import` button." msgstr "全ての準備ができたら、:guilabel:`インポート` ボタンをクリックします。" #: ../../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 "" "クリックすると、Odooは即座にそれらのプロダクトをインポートし、右上にポップアップメッセージと共にメインの :guilabel:`プロダクト` " "ページを表示します。このポップアップメッセージは正常にインポートされたプロダクトの数をユーザに知らせます。" #: ../../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 "Odoo販売でプロダクトのインポートに成功した後に表示されるポップアップウィンドウ。" #: ../../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 "この時点で、新しくインポートされたプロダクトは全て :guilabel:`プロダクト` ページからアクセスし、編集することができます。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:131 msgid "Import relation fields, attributes, and variants" msgstr "関係項目、属性、バリアントのインポート" #: ../../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 "" "Odooのオブジェクトは常に他の多くのオブジェクトと関連していることに注意することが重要です。例えば、プロダクトはプロダクトカテゴリ、属性、仕入先とリンクしています。このようなリンク/つながりを関係と呼びます。" #: ../../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 "プロダクト関係をインポートするためには、関連したオブジェクトのレコードをリストメニューから最初にインポートする必要があります。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:142 msgid "Relation fields" msgstr "関係フィールド" #: ../../content/applications/sales/sales/products_prices/products/import.rst:144 msgid "" "On product forms in Odoo, there are a number of fields that can be modified " "and customized at any time. These fields are found under every tab on a " "product form. While these fields are easily editable directly on the product" " form, they can also be modified via a product import." msgstr "" "Odooのプロダクトフォームには、いつでも変更・カスタマイズできるフィールドが多数あります。これらのフィールドはプロダクトフォームの各タブの下にあります。これらのフィールドはプロダクトフォーム上で直接編集することもできますが、プロダクトインポートで変更することもできます。" #: ../../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 "" "前述のとおり、このような性質の関連フィールドは、すでにデータベースに存在する場合 " "に**のみ**プロダクトにインポートすることができます。例えば、ユーザが *プロダクトタイプ* " "を持つプロダクトをインポートしようとした場合、それはデータベース内に存在する事前に設定済のプロダクトタイプ(例えば、*在庫可能品*、*消耗品* " "など）のいずれか 1 つしかインポートできません。" #: ../../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 "" "プロダクトインポートテンプレートのスプレッドシートに関係フ ィールドの情報をインポートするには、スプレッドシートの列名/タイトル " "としてフィールド名を追加します。次に、該当するプロダクト明細に、必要な関係フィールドオプションを追加します。" #: ../../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 "" "希望する関係フィールド情報が全て入力されたら、スプレッドシートを保存し、上記のプロセス( :menuselection:`販売アプリ --> プロダクト" " --> プロダクト --> ⚙️ (歯車)アイコン --> レコードをインポート --> " "ファイルをアップロード`)に従ってデータベースにインポートします。" #: ../../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 "" "新しく設定したリレーションフィールド情報を含むスプレッドシートがアップロードされたら、 :guilabel:`インポート` をクリックし、Odooは " ":guilabel:`プロダクト` ページに戻ります。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:164 msgid "" "When the newly-changed/modified products, complete with the new relation " "field information, has been imported and uploaded, that new information can " "be found on the :guilabel:`Products` page." msgstr "" "新しく変更/修正されたプロダクトが新しい関係フィールド情報とともにインポートされ、アップロードされると、その新しい情報は " ":guilabel:`プロダクト` ページで見ることができます。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:168 msgid "Attributes and values" msgstr "属性と値" #: ../../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ではユーザがプロダクトの属性や値をインポートすることも可能で、既にデータベースに存在するプロダクトやインポートしたプロダクトに使用することができます。" #: ../../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 "" "属性と値をインポートするには、他のプロダクトで使用する前に、属性と値専用の別のスプレッドシートまたはCSVファイルをインポートしてアップロードする**必要があります**。" #: ../../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 "" "属性と値のスプレッドシートの列名/タイトルは以下のようにします: :guilabel:`属性`、 :guilabel:`表示タイプ`, " ":guilabel:`バリアント作成モード`, :guilabel:`値` です。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "An attributes and values spreadsheet template for imports." msgstr "インポート用の属性と値のスプレッドシートのテンプレート。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:184 msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." msgstr ":guilabel:`属性`: 属性の名前 (例: `サイズ`)。" #: ../../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:`表示タイプ`: プロダクトコンフィギュレータで使用される表示タイプです。表示タイプには3つのオプションがあります:" #: ../../content/applications/sales/sales/products_prices/products/import.rst:188 msgid ":guilabel:`Radio`: values displayed as radio buttons" msgstr ":guilabel:`ラジオ`: ラジオボタンとして表示される値" #: ../../content/applications/sales/sales/products_prices/products/import.rst:189 msgid ":guilabel:`Selection`: values displayed in a selection list" msgstr ":guilabel:`選択`: 選択リストに表示される値" #: ../../content/applications/sales/sales/products_prices/products/import.rst:190 msgid ":guilabel:`Color`: values denoted as a color selection" msgstr ":guilabel:`色`: 色の選択として示される値" #: ../../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:`バリアント作成モード`: " "プロダクトに適用されたときにバリアントがどのように作成されるか。バリアント作成モードには3つのオプションがあります:" #: ../../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:`プロダクトに追加後`: その属性とその値がプロダクトに追加されると同時に、全ての可能なバリエーションが作成されます。" #: ../../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:`販売オーダに追加後`: 各バリアントは、対応する属性と値が販売オーダに追加された時 **のみ** 作成されます。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:199 msgid ":guilabel:`Never`: variants are **never** created for the attribute" msgstr ":guilabel:`作成しない`: 属性にバリアントが作成されることは **ありません**。" #: ../../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 ":guilabel:`バリアント作成モード` 属性は、少なくとも1つのプロダクトで使用されると、変更することは **できません** 。" #: ../../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:`値`: 対応する属性に関連する値。同じ属性に複数の値がある場合、値はスプレッドシート上の個々の明細にある必要があります。" #: ../../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 "" "必要な属性と値を入力しスプレッドシートに保存したら、Odooにインポートしてアップロードします。そのためには " ":menuselection:`販売アプリ --> 設定 --> 属性 --> ⚙️ (歯車) アイコン --> レコードをインポート --> " "ファイルをアップロード`に移動します。" #: ../../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 "" "新しく属性と値を設定したスプレッドシートがアップロードされたら、 :guilabel:`インポート` をクリックし、Odooは " ":guilabel:`属性` ページに戻ります。ここで新しく追加された属性と値を確認し、必要に応じて編集することができます。" #: ../../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 "前述したように、属性と値がOdooデータベースに追加されると、既存またはインポートされたプロダクトに使用することができます。" #: ../../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 "" "プロダクト属性と値がデータベースで設定されると、プロダクトインポートスプレッドシートで使用することができ、インポートされるプロダクトに詳細な情報と詳細を追加することができます。" #: ../../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 "" "プロダクト属性と値を含むプロダクトをインポートするには、プロダクトインポートテンプレートのスプレッドシートに特定の :guilabel:`プロダクト属性" " / 属性`、 :guilabel:`プロダクト属性 / 値`、 :guilabel:`名前` 列を設定する必要があります。" #: ../../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 "他の列もあるかもしれませんが、これらの列は特定のバリアントを持つプロダクトを適切にインポートするために **必須** です。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "Product variants spreadsheet with product attributes and variants for import" " purposes." msgstr "インポート用のプロダクト属性とバリアントを含むプロダクトバリアントスプレッドシート。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:236 msgid ":guilabel:`Name`: product name" msgstr ":guilabel:`名前`: プロダクト名" #: ../../content/applications/sales/sales/products_prices/products/import.rst:237 msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" msgstr ":guilabel:`プロダクト属性 / 属性`: 属性の名前" #: ../../content/applications/sales/sales/products_prices/products/import.rst:238 msgid "" ":guilabel:`Product Attributes / Values`: values pertaining to the " "corresponding attribute" msgstr ":guilabel:`プロダクト属性 / 属性`: 該当する属性に関連する値。" #: ../../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 "" "複数の値をインポートするには、プロダクトインポートテンプレートのスプレッドシートで、カンマの後にスペースを入れるのではなく、カンマだけで区切って下さい " "(例：`家具,ソファ,家` )。" #: ../../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 "" "必要なプロダクトとプロダクトバリエーションが入力され、スプレッドシートに保存されたら、Odooにインポートしてアップロードします。そのためには " ":menuselection:`販売アプリ --> プロダクト --> プロダクト --> ⚙️ (歯車) アイコン --> レコードをインポート " "--> ファイルをアップロード` に移動します。" #: ../../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 "" "新しく設定したプロダクトとプロダクトバリエーションのスプレッドシートがアップロードされたら、 :guilabel:`インポート` " "をクリックし、Odooは :guilabel:`プロダクト` ページに戻ります。そこに新しく追加されたプロダクトが表示されます。" #: ../../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 "" "任意のプロダクトの属性とバリアントを表示、変更するには、 :guilabel:`プロダクト` ページから目的のプロダクトを選択し、 " ":guilabel:`属性` タブをクリックします。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:256 msgid ":doc:`variants`" msgstr ":doc:`バリアント`" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Product images with Google Images" msgstr "Google画像によるプロダクト画像" #: ../../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 "" "Odooで適切なプロダクト画像を持つことは様々な理由で役に立ちます。しかし、多くのプロダクトに画像が必要な場合、画像の割当てに非常に時間がかかります。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" "Fortunately, by configuring the *Google Custom Search* API within an Odoo " "database, finding product images for products (based on their barcode) is " "extremely efficient." msgstr "" "幸い、Odooデータベース内に *Googleカスタム検索* " "APIを設定することで、プロダクトの画像を(バーコードに基づいて)見つけることができるため、非常に効率的です。" #: ../../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 "" "Odooデータベースで *Googleカスタム検索* を利用するには、データベースとGoogle APIの両方が適切に設定されている必要があります。" #: ../../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 "" "無料のGoogleアカウントでは、ユーザは1日あたり100枚まで無料で画像を選択できます。それ以上の枚数が必要な場合は、課金アップグレードが必要です。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Google APIダッシュボード" #: ../../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 "" " `Google Cloud Platform API & サービス " "`_ページにアクセスし、Googleカスタム検索APIの認証情報を生成します。その後、Googleアカウントでログインします。次に" " :guilabel:利用規約` にチェックを入れて同意し、 :guilabel:`同意して進む` をクリックします。" #: ../../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 "" "ここから、認証情報を格納する API プロジェクトを選択(または作成)します。まず、覚えやすい :guilabel:`プロジェクト名` " "をつけ、(もしあれば) :guilabel:`ロケーション` を選択し、:guilabel:`作成` をクリックします。" #: ../../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 "" "左サイドバーで :guilabel:`認証情報` オプションを選択した状態で、 :guilabel:`認証情報を作成` " "をクリックし、ドロップダウンメニューから :guilabel:`APIキー` を選択します。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform." msgstr "Google Cloud Platform の API & Services ページ。" #: ../../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 "" "そうすると :guilabel:`APIキーが作成されました` ポップアップウィンドウが表示され、カスタム :guilabel:`APIキー` " "が表示されます。ポップアップウィンドウの :guilabel:`あなたのAPIキー` " "をコピーして保存します。キーをコピーしたら(後で使うために保存したら)、:guilabel:`閉じる` " "をクリックしてポップアップウィンドウを削除します。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The API key created pop-up window that appears." msgstr "APIキー作成ポップアップウィンドウが表示されます。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 msgid "On this page, search for `Custom Search API`, and select it." msgstr "このページで`カスタム検索API` を検索し、選択します。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "Google Cloud Platform上の \"カスタム検索API \"を含む検索バー。" #: ../../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 ":guilabel:`カスタム検索API` ページから、:guilabel:`有効化` をクリックしてAPIを有効にします。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "\"Custom Search API\" page with Enable button highlighted on Google Cloud " "Platform." msgstr "Google Cloud Platformの \"有効化\"ボタンがハイライトされた \"カスタム検索API \"ページ。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 msgid "Google Programmable Search dashboard" msgstr "Googleプログラム可能な検索ダッシュボード" #: ../../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 "" "次に、`Googleプログラム可能な検索エンジン `_ " "にアクセスし、:guilabel:`開始する` ボタンのいずれかをクリックします。まだログインしていない場合は、Googleアカウントでログインします。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "Googleプログラム可能な検索エンジンページと開始するボタン" #: ../../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 "" ":guilabel:`新しい検索エンジンを作成する` フォームで、検索エンジンの名前と検索する内容を記入し、必ず :guilabel:`画像検索` と " ":guilabel:`セーフサーチ` を有効にして下さい。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "Create new search engine form that appears with search engine " "configurations." msgstr "検索エンジンの設定で表示される新しい検索エンジンフォームを作成します。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 msgid "Validate the form by clicking :guilabel:`Create`." msgstr ":guilabel:`作成`をクリックしてフォームを検証します。" #: ../../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 "すると、:guilabel:`新しい検索エンジンが作成されました` という見出しの新しいページが表示されます。" #: ../../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 "新しい検索エンジンが作成されましたページとコピーコードボタン" #: ../../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 "" "このページから :guilabel:`カスタマイズ` をクリックして :menuselection:`概要 --> 基本` ページを開きます。次に、 " ":guilabel:`検索エンジンID` フィールドのIDをコピーします。このIDはOdooの設定に必要です。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Basic overview page with search engine ID field." msgstr "基本的な概要ページと検索エンジンIDフィールド。" #: ../../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 "" "Odooデータベースの :menuselection:`設定アプリ` にアクセスし、 :guilabel:`統合` " "セクションまでスクロールします。ここから :guilabel:`Google画像` の横にあるチェックボックスにチェックを入れます。そして " ":guilabel:`保存` をクリックします。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Google Images setting in the Odoo Settings app page." msgstr "Odoo設定アプリページのGoogle画像設定。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" "Next, return to the :menuselection:`Settings app`, and scroll to the " ":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " ":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " "Images` feature." msgstr "" "次に、 :menuselection:`設定アプリ` に戻り、 :guilabel:`統合` セクションまでスクロールします。次に、 " ":guilabel:`Google画像` 機能の下にあるフィールドに :guilabel:`APIキー` と :guilabel:`検索エンジンID` " "を入力します。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 msgid "Click :guilabel:`Save`." msgstr ":guilabel:`保存` をクリックします。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "Product images in Odoo with Google Custom Search API" msgstr "Googleカスタム検索APIを使用したOdooのプロダクト画像" #: ../../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 "" "Odooでプロダクトに画像を追加することは、どのプロダクトやプロダクトバリアントでも可能です。この処理は、プロダクトページにアクセスできるOdooアプリケーション(例：*販売*" " アプリ、*在庫* アプリなど)で完了できます。" #: ../../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 "" "以下は、Odoo " "*販売*アプリケーションを使用して、*Googleカスタム検索API*を利用してOdooのプロダクトに画像を割当てる方法を詳しく説明するステップバイステップガイドです:" #: ../../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 "" "*販売*アプリの :guilabel:`プロダクト` ページに移動します ( :menuselection:`販売アプリ --> プロダクト --> " "プロダクト`)。または、*販売*アプリの :guilabel:`プロダクトバリアント` ページに移動します ( " ":menuselection:`販売アプリ --> プロダクト --> プロダクトバリアント`)。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 msgid "Select the desired product that needs an image." msgstr "画像が必要なプロダクトを選択します。" #: ../../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 "バーコードはあるが画像はないプロダクト(またはプロダクトバリエーション)のみが処理されます。" #: ../../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 "1つ以上のバリアントを持つプロダクトが選択された場合、前述の基準に一致する各バリアントが処理されます。" #: ../../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 "" "プロダクトページの :guilabel:`アクション ⚙️ (歯車)` アイコンをクリックし、ポップアップするメニューから " ":guilabel:`Google画像から写真を入手する` を選択します。" #: ../../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 "OdooのアクションドロップダウンメニューからGoogle画像から写真を入手するオプションを選択します。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." msgstr "表示されたポップアップウィンドウで :guilabel:`写真を入手` をクリックします。" #: ../../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 "ユーザがOdoo販売で写真を入手するをクリックするポップアップが表示されます。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 msgid "Once clicked, the image(s) will appear incrementally." msgstr "クリックすると、画像が少しずつ表示されます。" #: ../../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 "最初の10枚だけがすぐに取り込まれます。10枚以上を選択した場合、残りはバックグラウンドジョブとしてフェッチされます。" #: ../../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 "" "バックグラウンドジョブは1分間に約100枚の画像を処理します。Googleが許可した定数(無料または有料プランのいずれか)に達した場合、バックグラウンドジョブは24時間待機します。その後、前日に停止した処理を続行します。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" "Google Cloud請求先アカウントの作成、変更、または閉鎖 `_" #: ../../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 "" "プロダクトバリアントは、サイズ、スタイル、色など、単一のプロダクトに様々な異なる特性やオプションを与え、顧客が選択できるようにするために使用されます。" #: ../../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 "" "プロダクトのバリアントは個々のプロダクトテンプレートで管理するか、:guilabel:`プロダクトバリアント` または :guilabel:`属性` " "ページに移動して管理することができます。これらのオプションは全てOdoo *販売* アプリケーション内にあります。" #: ../../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 "あるアパレル会社のベストセラーTシャツのバリエーション内訳は以下の通りです:" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "ユニセックスクラシックT" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "色:青、赤、白、黒" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "サイズ: 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 "ここでは、**Tシャツ** がプロダクト・テンプレートであり、 **Tシャツ:青、 S** は特定のプロダクトバリアントです。" #: ../../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 "**色** と **サイズ** は *属性* であり、対応するオプション(**青** や **S** など)は *値* です。" #: ../../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 "" "この例では、4つの **カラー** オプションと5つの **サイズ** " "オプションの合計20種類のプロダクトバリエーションがあります。各バリアントには在庫数、販売合計、その他類似したOdooのレコードがあります。" #: ../../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 "プロダクトバリアントを使用するには、Odoo *販売* アプリケーションで *バリアント* 設定を有効にする必要があります。" #: ../../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 "" "そのためには、 :menuselection:`販売アプリ --> 設定 --> 管理設定` に行き、ページの一番上にある " ":guilabel:`プロダクトカタログ` セクションを見つけて下さい。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "" "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "そのセクションで、チェックボックスをオンにして、:guilabel:`バリアント` 機能を有効にします。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Activating product variants on the Settings page of the Odoo Sales " "application." msgstr "Odoo販売アプリケーションの設定ページでプロダクトバリアントを有効にします。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "" "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "次に、 :guilabel:`設定` ページの一番上にある :guilabel:`保存` をクリックします。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "属性" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:53 msgid "" "Before product variants can be set up, attributes **must** be created. To " "create, manage, and modify attributes, navigate to :menuselection:`Sales app" " --> Configuration --> Attributes`." msgstr "" "プロダクトバリアントを設定する前に、属性を作成する必要があります。属性を作成、管理、変更するには :menuselection:`販売アプリ --> " "設定 --> 属性` に移動します。" #: ../../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 "" ":guilabel:`属性` ページから新しい属性を作成するには、:guilabel:`新規` " "をクリックします。そうすることで、様々なカスタマイズや設定が可能な空白の属性フォームが表示されます。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "Odoo販売アプリケーションの空白の属性作成フォーム。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "まず、`色` や `サイズ` のような :guilabel:`属性名` を作成します。" #: ../../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 ":guilabel:`表示タイプ` オプションは以下の通りです:" #: ../../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 ":guilabel:`ボタン`: オプションはオンラインストアのプロダクトページに選択可能なボタンとして表示されます。" #: ../../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 ":guilabel:`ラジオ`: オプションはオンラインストアのプロダクトページに箇条書きスタイルのリストで表示されます。" #: ../../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 "Odooオンラインストアのプロダクトコンフィギュレータにタイプを表示します。" #: ../../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:`即時`: プロダクトテンプレートに属性と値が追加されると同時に、全ての可能なバリアントを作成します。" #: ../../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 ":guilabel:`販売オーダに追加後`: 販売オーダに対応する属性と値が追加された時 **のみ** バリアントを作成します。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr ":guilabel:`なし (オプション)`: 自動的にバリアントを作りません。" #: ../../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 "一度プロダクトに追加された属性の :guilabel:`バリアント作成モード` は編集できません。" #: ../../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 ":guilabel:`表示`: 属性の値はフロントエンドで顧客に表示されます。" #: ../../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 ":guilabel:`隠す`: 属性の値はフロントエンドの顧客から隠されます。" #: ../../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 "内部リンクの矢印アイコンからアクセスできる、標準的な属性カテゴリの詳細ページ。" #: ../../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 "" "ここでは :guilabel:`カテゴリ` と :guilabel:`付番` が一番上に表示されます。続いて、カテゴリに関連する " ":guilabel:`関連する属性` が表示されます。これらの属性はドラッグ＆ドロップで好きな優先順位に並べることができます。" #: ../../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 "guilabel:`明細を追加する`をクリックすることで、カテゴリに直接属性を追加することもできます。" #: ../../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 "" "このフィールドから直接属性カテゴリを作成するには、新しいカテゴリの名前を入力し始め、表示されるドロップダウンメニューから :guilabel:`作成` " "または :guilabel:`作成と編集...` のいずれかを選択します。" #: ../../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 "" "guilabel:`作成`をクリックするとカテゴリが作成され、後で変更することができます。guilabel:`作成と編集...`をクリックすると、カテゴリが作成され、新しい属性カテゴリの設定やカスタマイズができる" " :guilabel:`カテゴリを作成` ポップアップウィンドウが表示されます。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "属性値" #: ../../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 "属性値は :guilabel:`属性値` タブに追加して下さい。属性値は必要に応じていつでも追加することができます。" #: ../../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 "値を追加するには、 :guilabel:`属性値` タブの :guilabel:`明細を追加` をクリックします。" #: ../../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 "" "次に、値の名前を :guilabel:`値` " "列に入力します。次に、値がカスタムである場合(つまり、顧客がこの特定の値に特化した独自の仕様を提供している場合)、 :guilabel:`カスタム値` " "列のチェックボックスにチェックを入れます。" #: ../../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 "" ":guilabel:`表示タイプ` - :guilabel:`色` " "オプションが選択された場合、HTMLカラーコードを追加するオプションが値行の右端に表示され、販売担当者や顧客がどのようなカラーオプションを選択しているかを正確に把握しやすくなります。" #: ../../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 "明細の追加をクリックすると、属性値タブが表示され、カスタム列が表示されます。" #: ../../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 "色を選択するには、:guilabel:`色` 列の空白の円をクリックすると、HTMLカラーセレクタのポップアップウィンドウが表示されます。" #: ../../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 "属性フォームに表示されるHTMLカラーポップアップウィンドウから色を選択します。" #: ../../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 "" "このポップアップウィンドウで、カラースライダを特定の色相までドラッグして特定の色を選択し、カラーグラデーションウィンドウで色の部分を直接クリックします。" #: ../../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 "または、*スポイト* アイコンをクリックし、現在画面上でクリック可能な希望の色を選択して、特定の色を選択します。" #: ../../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 "" "属性は、新しい明細を追加し、名前を :guilabel:`バリアント` タブに入力することで、プロダクトテンプレートから直接作成することもできます。" #: ../../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 "" "属性がプロダクトに追加されると、そのプロダクトは属性の :guilabel:`関連プロダクト` " "スマートボタンによってリスト化され、アクセスできるようになります。このボタンは、現在その属性を使用しているデータベース内の全てのプロダクトを一覧表示します。" #: ../../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 "" "属性を作成したら、その属性(とその値)を使ってプロダクトバリアントを作成します。そのためには :menuselection:`販売アプリ --> " "プロダクト --> プロダクト` に行き、既存のプロダクトを選択してそのプロダクトのフォームを表示します。または :guilabel:`作成` " "をクリックして新しいプロダクトを作成し、そこにプロダクトバリアントを追加します。" #: ../../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 "プロダクトフォームで、:guilabel:`属性 ︙ バリアント` タブをクリックし、プロダクトの属性と値を表示、管理、変更します。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "Odoo販売の典型的なプロダクトフォームの属性と値タブ。" #: ../../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 "" "プロダクトに属性を追加し、それに続く属性値を追加するには、 :guilabel:`属性 \\& バリアント` タブの :guilabel:`明細の追加`" " をクリックします。次に、表示されるドロップダウンメニューから必要な属性を選択します。" #: ../../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 "" "属性は、プロダクトフォームの :guilabel:`属性 \\& バリアント` " "タブから直接作成することができます。そのためには、空欄に新しい属性の名前を入力し、表示されるミニドロップダウンメニューから :guilabel:`作成`" " または :guilabel:`作成と編集...` のいずれかを選択します。" #: ../../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 "" ":guilabel:`作成` をクリックすると属性が作成され、後でカスタマイズすることができます。guilabel:`作成と編集...` " "をクリックすると属性が作成され、:guilabel:`属性を作成` " "ポップアップフォームが表示されます。ポップアップフォームでは、様々な方法で属性を変更することができます。" #: ../../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 "" ":guilabel:`属性` 列で属性を選択したら、:guilabel:`値` 列のドロップダウンメニューでプロダクトに適用する属性値を選択します。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "追加できる値の数に制限はありません。" #: ../../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 "同様のプロダクトバリアント作成プロセスは、購買、在庫、eコマースアプリケーションからもアクセス可能です。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "バリアントを設定する" #: ../../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 "" "属性明細の右端には :guilabel:`設定` ボタンがあります。クリックすると、Odooは特定の :guilabel:`プロダクトバリアント値` " "を表示する別のページを表示します。" #: ../../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 "プロダクトフォームの設定ボタンからアクセスできるプロダクトバリアント値ページ。" #: ../../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 "" "ここでは、特定の :guilabel:`値` 名、 :guilabel:`HTMLカラーインデックス` (該当する場合)、および " ":guilabel:`値追加価格` を見ることができます。" #: ../../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 ":guilabel:`値追加価格` は、属性が選択された場合の販売価格の上昇を表します。" #: ../../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 ":guilabel:`プロダクトバリアント値` ページで値をクリックすると、Odooはその値に関連する詳細ページを表示します。" #: ../../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 "一般ページからアクセスできるプロダクトバリアント値ページ。" #: ../../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 "" "特定のプロダクトバリアントの詳細ページでは、 :guilabel:`値` フィールドと :guilabel:`値追加価格` フィールド、そして " ":guilabel:`除外` フィールドがあります。" #: ../../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 "" ":guilabel:`除外` フィールドには、異なる:guilabel:`プロダクトテンプレート` と特定の:guilabel:`属性値` " "を追加することができます。追加された場合、この特定の属性値はそれらの特定のプロダクトから除外されます。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "バリアントスマートボタン" #: ../../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 "" "プロダクトに属性とバリアントが :guilabel:`属性 \\& バリアント` タブで設定されている場合、プロダクトフォームの上部に " ":guilabel:`バリアント` スマートボタンが表示されます。 :guilabel:`バリアント` " "スマートボタンは、そのプロダクトに現在いくつのバリアントが設定されているかを示します。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "Odoo販売のプロダクトフォーム上部にあるバリアントスマートボタン。" #: ../../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 "" ":guilabel:`バリアント` " "スマートボタンをクリックすると、Odooは別ページで、そのプロダクトに設定されているバリアントの組合わせを全て表示します。" #: ../../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 "Odooのプロダクトフォームのバリアントスマートボタンからバリアントページにアクセスできます。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "バリアントの影響" #: ../../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 "" "プロダクトバリアントは、顧客により詳細なプロダクトオプションを提供するだけでなく、Odooデータベース全体で活用できる独自の影響を持っています。" #: ../../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 "" ":guilabel:`バーコード`: " "バーコードはプロダクトテンプレートの代わりにそれぞれのバリアントに関連付けられます。それぞれのバリアントは固有のバーコード/SKUを持つことができます。" #: ../../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 "" ":guilabel:`価格`: プロダクトの各バリアントは、プロダクトテンプレートの価格 *と* " "特定の属性の追加料金の合計である、独自の公開価格を持っています。" #: ../../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 "" "赤いシャツの販売価格は$23です -- " "シャツのテンプレート価格は$20で、赤のカラーバリエーションには$3が追加されるからです。価格表のルールはプロダクトテンプレートに適用するか、バリアントに適用するかを設定できます。" #: ../../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:`在庫`: " "在庫は個々のプロダクトバリアントごとにカウントされます。プロダクトテンプレートフォームでは、在庫は全てのバリアントの合計を反映しますが、実際の在庫は個々のバリアントごとに計算されます。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr ":guilabel:`画像`: 各プロダクトのバリエーションはそれぞれ固有の画像を持つことができます。" #: ../../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 "プロダクトテンプレートへの変更は、そのプロダクトのすべてのバリアントに自動的に適用されます。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr ":doc:`インポート`" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Returns and refunds" msgstr "返品と返金" #: ../../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 "" "Odoo *販売* アプリは返品処理に2つの異なる方法を提供しています。どちらの方法を使用するかは、請求書が送信済か否かによって異なります。" #: ../../content/applications/sales/sales/products_prices/returns.rst:9 msgid "Before invoicing" msgstr "請求前" #: ../../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 "返品は、請求書が送信されるか、または検証される**前**に顧客がプロダクトの返品を決定した場合、**移動戻し**を使用して完了します。" #: ../../content/applications/sales/sales/products_prices/returns.rst:15 msgid "" "In order to use *Reverse Transfers*, the *Inventory* app **must** be " "installed." msgstr "*移動戻し* を使用するには、*在庫* アプリがインストールされている **必要** があります。" #: ../../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 "" "請求書発行前に返品を開始するには、 :menuselection:`販売` アプリに移動し、必要な販売オーダを選択し、 :guilabel:`配送` " "スマートボタンをクリックして関連する配送オーダを開きます。" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical sales order with a highlighted delivery smart button in Odoo " "Sales." msgstr "典型的な販売オーダで、Odoo販売の配送スマートボタンがハイライトされています。" #: ../../content/applications/sales/sales/products_prices/returns.rst:25 msgid "On the validated delivery order, click :guilabel:`Return`." msgstr "検証済配送オーダで、:guilabel:`返品` をクリックします。" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A validated delivery order with a highlighted Return button in Odoo Sales." msgstr "Odoo販売で返品ボタンがハイライトされた有効な配送オーダ。" #: ../../content/applications/sales/sales/products_prices/returns.rst:31 msgid "This opens a :guilabel:`Reverse Transfer` pop-up window." msgstr "これにより :guilabel:`移動戻し` ポップアップウィンドウが開きます。" #: ../../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 "" "デフォルトでは、:guilabel:`数量` は配送オーダの検証済数量と一致します。必要に応じて数量を更新して下さい。行項目の横にある " ":guilabel:`🗑️ (ゴミ箱)` アイコンをクリックすると、その行項目が返品から削除されます。" #: ../../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 "顧客への請求前に返品を行うための\"移動戻し\"ポップアップウィンドウ。" #: ../../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 "次に、 :guilabel:`返品` をクリックして返品を確定します。これにより、返品されたプロダクトに対して新しい倉庫作業が発生します。" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Warehouse operation after a return has been confirmed in Odoo Sales." msgstr "Odoo販売で返品が確認された後の倉庫作業。" #: ../../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 "" "返品を受け取ると、倉庫チームは :guilabel:`検証` をクリックして倉庫作業を検証します。その後、元の販売オーダで " ":guilabel:`配送済` の数量が更新され、最初に検証された数量と返品された数量の差が反映されます。" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The updated \"Delivered\" quantity on the sales order after the reverse " "transfer." msgstr "移動戻し後の販売オーダの更新された \"配送済\" 数量。" #: ../../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 "請求書が作成されると、顧客は(もしあれば)保管しているプロダクトに対して **のみ** 請求書を受取ります。" #: ../../content/applications/sales/sales/products_prices/returns.rst:60 msgid "After invoicing" msgstr "請求後" #: ../../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 "" "顧客が請求書を受け取った後、および/または代金を支払った後に商品を返品することがあります。このような場合、検証済請求書、または送付済請求書を変更することができないため、*移動戻し*" " のみを使用した返品では不十分です。" #: ../../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 "ただし、*移動戻し* は *クレジットノート* と併用することで、顧客の返品を完了させることができます。" #: ../../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 "請求書発行後に返品を開始するには、 :menuselection:`販売` アプリで該当する販売オーダに移動します。" #: ../../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 "" "販売オーダに支払が登録されている場合、支払の詳細がチャターに表示され、請求書（:guilabel:`請求書` スマートボタンからアクセス可能）には緑色の" " :guilabel:`支払中` バナーが表示されます。" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Sample of a green in payment banner in Odoo Sales." msgstr "Odoo販売の緑の支払中バナーのサンプル。" #: ../../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 "" "販売オーダから :guilabel:`配送` スマートボタンをクリックすると、有効な配送オーダが表示されます。次に、 :guilabel:`返品` " "をクリックして :guilabel:`移動戻し` ポップアップウィンドウを開きます。" #: ../../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 "" "次に、 :guilabel:`プロダクト` や :guilabel:`数量` を必要に応じて編集します。そして :guilabel:`返品` " "をクリックします。これにより、返品されたプロダクトに対する新しい倉庫オペレーションが生成され、 :guilabel:`検証` " "をクリックすることで、倉庫チームによって返品が確認されます。" #: ../../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 "その後、販売オーダ上で、:guilabel:`配送済` の数量が更新され、最初に検証された数量と返品された数量の差が反映されます。" #: ../../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 "" "返金処理を行うには、該当する請求書に移動します（販売オーダから :guilabel:`請求書` " "スマートボタンをクリックします）。次に、検証済請求書の上部にある :guilabel:`クレジットノート` ボタンをクリックします。" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical customer invoice with a Credit Note button highlighted in Odoo " "Sales." msgstr "Odoo販売でクレジットノートボタンがハイライトされた典型的な顧客請求書。" #: ../../content/applications/sales/sales/products_prices/returns.rst:99 msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form." msgstr "そうすると :guilabel:`クレジットノート` ポップアップフォームが表示されます。" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Typical credit note pop-up form that appears in Odoo Sales." msgstr "Odoo販売で表示される典型的なクレジットノートのポップアップフォーム。" #: ../../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 "" "まず :guilabel:`クレジットノートに表示される理由` と、クレジットを処理する特定の :guilabel:`仕訳帳` " "を入力します。次に、特定の :guilabel:`逆仕訳日` を選択します。" #: ../../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 "" "情報が入力されたら、:guilabel:`リバース` または:guilabel:`逆仕訳して請求書作成` " "をクリックして下さい。その後、必要であればドラフトを編集して下さい。" #: ../../content/applications/sales/sales/products_prices/returns.rst:111 msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note." msgstr "最後に、:guilabel:`確認` をクリックして、クレジットノートを確認します。" #: ../../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 "" "完了すると、次のような青いバナーが表示されます: " ":guilabel:`この顧客の未払クレジットがあります。この請求書を支払済とするために、このクレジットを割当てることができます` " #: ../../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 "見積送信" #: ../../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 "オプションプロダクトタブ" #: ../../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 "販売セクション" #: ../../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 "見積期日" #: ../../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 "" "Odoo *販売* " "アプリケーションでは、販売見積に有効期限を設定することができます。それにより、顧客は販売交渉中に良い取引を逃さないよう、迅速に行動するようになります。また、また、ビジネスの採算が取れない価格でオーダを進める必要がある場合、会社を保護する役割も果たします。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "見積有効期限" #: ../../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 "Odoo *販売* では、オプションで見積に有効期限を追加できます。" #: ../../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 "" "見積に有効期限を追加するには、 :menuselection:`販売アプリ` に移動し、希望の見積を選択するか、 :guilabel:`新規` " "をクリックして新規見積を作成します。" #: ../../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 "" "見積フォームの :guilabel:`有効期限` " "フィールドをクリックすると、ポップアップカレンダーが表示されます。このポップアップカレンダーから、見積の有効期限として希望の月日を選択します。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "Odoo販売の標準見積フォームの有効期限フィールド。" #: ../../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 "見積書の :guilabel:`プレビュー` ボタンをクリックすると、特定のオファーの有効期限が明確に表示されます。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "Odoo販売での有効期限の顧客の見え方。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "見積テンプレート有効期限" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:36 msgid "" "The Odoo *Sales* application also makes it possible to add a deadline " "expiration date to quotation templates." msgstr "Odoo *販売*アプリケーションでは、見積テンプレートに有効期限を追加することも可能です。" #: ../../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 "" "見積テンプレートに有効期限を追加するには、 :menuselection:`販売アプリ --> 設定 --> 見積テンプレート` " "に移動し、期限を追加したい見積テンプレートを選択するか、 :guilabel:`新規` をクリックして新しい見積テンプレートをゼロから作成します。" #: ../../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 "" "見積テンプレートフォームで、見積テンプレート名の下にある :guilabel:`見積有効期間` " "フィールドに特定の日数を追加します。この日数は見積の有効期限を表します。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "Odoo販売の見積テンプレートの有効期間フィールド。" #: ../../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 "" "その特定の見積テンプレートが見積に使用されるたびに、上記で指定された日数に基づいて、有効期限が自動的に計算されます。この有効期限は見積を顧客に送信する前に上書きすることができます。" #: ../../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 "配送先と別の請求書先" #: ../../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 "" "請求先と配送先に別々の住所を使用することは頻繁にあります。Odoo *販売* アプリでは、配送先と請求先の住所を別々に指定することができます。" #: ../../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 "顧客住所管理設定を有効化する" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23 msgid "Contact form configuration" msgstr "連絡先フォーム設定" #: ../../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 "" "連絡先に複数の住所を追加するには、 :menuselection:`販売アプリ --> オーダ --> 顧客` " "に行き、検索バーのデフォルトフィルタを全てクリアします。次に、希望の顧客をクリックして連絡先フォームを開きます。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "連絡先フォームは、*連絡先* アプリケーションからもアクセスできます。" #: ../../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 "" "連絡先フォームから :guilabel:`編集` をクリックし、 :guilabel:`連絡先 & 住所` タブの下にある :guilabel:`追加`" " を選択します。そうすると :guilabel:`連絡先を作成` ポップアップフォームが表示され、追加のアドレスを設定することができます。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "連絡先フォームに連絡先/住所を追加します。" #: ../../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 "" ":guilabel:`連絡先を作成` ポップアップフォームで、デフォルトの :guilabel:`他の住所` " "フィールドをクリックして、住所関連オプションのドロップダウンメニューを表示します。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "Select any of the following options:" msgstr "以下のオプションから選択して下さい:" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr ":guilabel:`連絡先`: 既存の連絡先フォームに他の連絡先を追加します。" #: ../../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:`請求先`: 既存の連絡先フォームに特定の請求先住所を追加します。" #: ../../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:`配送先`: 既存の連絡先フォームに特定の配送先住所を追加します。" #: ../../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:`他のアドレス`: 既存の連絡先フォームに代わりの住所を追加します。" #: ../../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:`個人アドレス`: 既存のコンタクトフォームにプライベートアドレスを追加します。" #: ../../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 "オプションを選択したら、指定された住所タイプに使用されるべき対応する連絡先情報の入力に進みます。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "連絡先フォームに新しい連絡先/アドレスを作成します。" #: ../../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 "" " :guilabel:`保存 & 閉じる` をクリックして住所を保存し、 :guilabel:`連絡先を作成` " "ウィンドウを閉じます。または、:guilabel:`保存 & 新規`をクリックして住所を保存し、すぐに別の住所を入力します。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62 msgid "Address added to quotations" msgstr "見積に住所を追加" #: ../../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 "" "顧客が見積に追加されると、 :guilabel:`I請求先` と :guilabel:`配送先` " "フィールドには、顧客の連絡先フォームで指定された対応する住所が自動入力されます。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "請求書と配送先の住所が見積に自動入力されます。" #: ../../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 "" ":guilabel:`請求先` と :guilabel:`配送先` は、 :guilabel:`編集` ボタンをクリックし、各住所行の横にある " ":guilabel:`➡️(右矢印)` 内部リンクボタンをクリックすることで、見積から直接編集することもできます。" #: ../../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 "請求先と配送先を常に正確にするため、住所をいつでも更新することができます。" #: ../../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 "" "Odooのフォーム(*連絡先* フォームを含む)に変更を加えた場合は、忘れずに :guilabel:`保存` " "をクリックして変更をデータベースに保存して下さい。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Online payment order confirmation" msgstr "オンライン支払オーダ確認" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online payment, directly on a sales order. Once the sales " "order is electronically paid for by the customer, the salesperson attached " "to the sales order is instantly notified that the order is confirmed." msgstr "" "Odoo *販売* " "アプリケーションでは、顧客がオンライン支払を経由して販売オーダを確認できる機能があります。顧客が販売オーダを電子決済すると、即座に販売オーダ担当者に即座にオーダが確認された旨が通知されます。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "オンライン支払を有効化する" #: ../../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 "オンライン支払でオーダを確定するためには、*オンライン支払* 設定が有効になっている **必要があります** 。" #: ../../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 "" "*オンライン支払* 機能を有効にするには、 :menuselection:`販売アプリ --> 設定 --> 管理設定`に進み、 " ":guilabel:`見積 \\& オーダ` 見出までスクロールし、 :guilabel:`オンライン支払` " "機能の横にあるチェックボックスにチェックを入れ、 :guilabel:`保存` をクリックします。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting in the Odoo Sales application." msgstr "Odoo販売アプリケーションのオンライン支払設定。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23 msgid "" "Beneath the :guilabel:`Online Payment` option on the *Sales* " ":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` " "field. In this field, there's the option to add a specific number of days " "for quotations to remain valid by default." msgstr "" "*販売* :guilabel:`管理設定` ページの :guilabel:`オンライン支払` オプションの下に、 " ":guilabel:`見積デフォルト有効日数` フィールドがあります。このフィールドには、デフォルトで有効な見積の日数を追加するオプションがあります。" #: ../../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 "" "標準見積でこの機能を有効にするには、:guilabel:`その他情報`タブの :guilabel:`オンライン確認` フィールドにある " ":guilabel:`支払` 機能オプションのチェックボックスをクリックします。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on a standard quotation in Odoo Sales." msgstr "Odoo販売の標準見積のオンライン支払設定。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 msgid "" "To enable this feature on a quotation template, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field of the quotation template form." msgstr "" "見積テンプレートでこの機能を有効にするには、見積テンプレートフォームの :guilabel:`オンライン確認` フィールドにある " ":guilabel:`支払` 機能オプションのチェックボックスをクリックします。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on quotation template forms in Odoo Sales." msgstr "Odoo販売の見積テンプレートフォームのオンライン支払設定。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 #: ../../content/applications/sales/subscriptions/payment_providers.rst:5 msgid "Payment providers" msgstr "決済プロバイダー" #: ../../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 "" ":guilabel:`オンライン支払` 機能を有効にすると、その下に:guilabel:`決済プロバイダー` を設定するためのリンクが表示されます。" #: ../../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 "" "そのリンクをクリックすると、別個の :guilabel:`決済プロバイダー` " "ページが表示され、そこで多種多様な決済プロバイダーを有効にし、カスタマイズし、公開することができます。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "Payment providers page in Odoo Sales." msgstr "Odoo販売での決済プロバイダーページ。" #: ../../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 "支払登録して下さい" #: ../../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 "" "顧客は、顧客ポータルで見積書を開き、 :guilabel:`承認&支払` をクリックしてオンライン支払をしてオーダを確定することができます。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The accept and pay button on an online quotation in Odoo Sales." msgstr "Odoo販売の承認と支払ボタン。" #: ../../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 "" "顧客が :guilabel:`承認&支払` をクリックすると、 :guilabel:`オーダ検証` " "ポップアップウィンドウが開き、:guilabel:`支払方法` セクションでオンライン決済のさまざまなオプションが表示されます。" #: ../../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 "Odoo販売のオーダ確認ポップアップウィンドウに支払を登録する方法。" #: ../../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 "" "Odooは :guilabel:`決済プロバイダー` ページで公開・設定された :guilabel:`オーダを検証` " "ポップアップウィンドウで、支払オプション **のみ** を提供します。" #: ../../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 "" "顧客は希望する支払方法を選択し、ポップアップウィンドウの :guilabel:`支払` " "ボタンをクリックしてオーダを確認します。オーダ確認時に、Odooは即座に販売担当者にオンライン支払を通知します。" #: ../../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 "オンライン支払時にチャターに表示される通知のサンプル。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "オーダ確認用のオンライン署名" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online signature, directly on the sales order. Once the sales" " order is electronically signed by the customer, the salesperson attached to" " the sales order is instantly notified that the order is confirmed." msgstr "" "Odoo *販売* " "アプリケーションは、販売オーダへのオンライン署名によるオーダ確認機能を提供します。販売オーダが顧客によって電子署名されると、販売オーダ担当者は即座にオーダが確認されたことを通知されます。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "オンライン署名を有効化する" #: ../../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 "オンライン署名でオーダを確認するには、*オンライン署名* 機能を有効にする **必要があります** 。" #: ../../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 "" "*オンライン署名* 機能を有効にするには、 :menuselection:`販売アプリ -->設定 --> 管理設定`に行き、 " ":guilabel:`見積 \\&オーダ`見出しまでスクロールし、 :guilabel:`オンライン署名` " "機能の横にあるボックスにチェックを入れて有効にします。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "" "The Online Signature feature option in the Settings of the Odoo Sales " "application." msgstr "Odoo販売アプリケーションの設定にあるオンライン署名機能オプション。" #: ../../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 "次に、左上の :guilabel:`保存` ボタンをクリックします。" #: ../../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 "" "見積テンプレートを作成する際、オンライン署名機能は見積テンプレートフォームの :guilabel:`オンライン確認` フィールドにある " ":guilabel:`署名` オプションです。" #: ../../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 "オンライン確認署名オプションはOdooの全ての見積テンプレートにあります。" #: ../../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 "" "標準的な見積では、オンライン署名機能は見積フォームの :guilabel:`その他情報` タブの下にある :guilabel:`署名` オプションです。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The online signature feature option in the Other Info tab of a quotation " "form in Odoo." msgstr "Odooの見積フォームのその他情報タブにあるオンライン署名機能オプション。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42 msgid "Order confirmations with online signatures" msgstr "オンライン署名によるオーダ確認" #: ../../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 "顧客ポータルからオンラインで見積にアクセスすると、見積に直接 `署名\\&支払` ボタンが表示されます。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Sign and Pay button present on online quotations in Odoo Sales." msgstr "Odoo販売のオンライン見積に表示される署名&支払ボタン。" #: ../../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 "" "クリックすると、 :guilabel:`オーダを検証` " "ポップアップウィンドウが表示されます。このポップアップウィンドウでは、データベース内の連絡先情報に基づいて :guilabel:`名称(フル)` " "フィールドが自動入力されます。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Validate Order pop-up window for online signatures in Odoo Sales." msgstr "Odoo販売のオンライン署名用オーダ検証ポップアップウィンドウ。" #: ../../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 "" ":guilabel:`自動`、 :guilabel:`手書き`、 :guilabel:`ロード` のいずれかのオプションでオンライン署名を入力します。" #: ../../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:`自動` では :guilabel:`名称(フル)` フィールドの情報に基づいてOdooがオンライン署名を自動生成します。 " ":guilabel:`手書き` では顧客がカーソルを使ってポップアップウィンドウ上で直接カスタム署名を作成することができます。そして " ":guilabel:`ロード` では、顧客がコンピュータから以前に作成した署名ファイルをアップロードすることができます。" #: ../../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 "" "顧客は上記の3つの署名オプション（:guilabel:`自動`、 :guilabel:`手書き`、 " ":guilabel:`ロード`）のいずれかを選択した後、 :guilabel:`承諾&署名` ボタンをクリックします。" #: ../../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 "" ":guilabel:`承認 \\& 署名` がクリックされると、色々な支払方法が選択できるようになります(見積に *オンライン支払* " "オプションが適用されている場合)。" #: ../../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 "その後、見積が支払され、確認されると、配送オーダが自動的に作成されます(Odoo *在庫* アプリがインストールされている場合)。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "オプションプロダクト" #: ../../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 "" "オプションプロダクトの使用は、主力プロダクトと一緒にプロダクトをクロスセルするマーケティング戦略です。その目的は、顧客に有用な関連プロダクトを提供し、販売増につなげることです。" #: ../../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 "" "例えば、顧客が車を買いたい場合、マッサージシートもオーダするか、あるいはオファーを無視して単に車を買うかの選択肢がります。オプションプロダクトを購入する選択肢を提示することで、顧客エクスペリエンスを向上することができます。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "見積でのオプションプロダクト" #: ../../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 "" "Odoo *販売* アプリケーションでは、見積フォームの :guilabel:`オプションプロダクト` " "タブに移動することで、見積に直接オプションプロダクトを追加または変更することができます。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "Odoo販売で見積書にオプションプロダクトを追加する方法。" #: ../../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 "" "見積にオプションプロダクトを追加するには、見積の :guilabel:`オプションプロダクト` タブで :guilabel:`プロダクトの追加` " "をクリックします。そうすると :guilabel:`プロダクト` 列に空欄が表示されます。" #: ../../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 "" "クリックすると、データベースからのプロダクトのドロップダウンメニューが表示されます。ドロップダウンメニューから希望のプロダクトを選択し、見積テンプレートにオプションプロダクトとして追加します。" #: ../../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 "" "希望のプロダクトが表示されない場合は、フィールドに希望のプロダクト名を入力すると、ドロップダウンメニューにオプションが表示されます。そして、見積に追加するプロダクトを選択します。" #: ../../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 "プロダクトが追加されると、デフォルトの :guilabel:`数量` は `1` になりますが、これはいつでも編集することができます。" #: ../../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 "" ":guilabel:`オプションプロダクト` タブから任意の明細項目を削除するには、 :guilabel:`🗑️ (ゴミ箱)` " "アイコンをクリックします。" #: ../../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 "" "見積の左上にある :guilabel:`プレビュー` ボタンをクリックすると、顧客がEメールで受取る見積のプレビューが表示され、 " ":guilabel:`オプション` セクションにあるオーダに追加可能なオプションプロダクトが表示されます。" #: ../../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 "Odoo販売での自分の見積をプレビュー表示します。" #: ../../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 "" "顧客は、オプションプロダクトの右にある :guilabel:`🛒（ショッピングカート）` " "アイコンをクリックすることで、オーダに異なるオプションプロダクトを追加することができます。" #: ../../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 "顧客がオプションプロダクトを選択した場合、それらは販売担当者が管理する見積に自動的に追加されます。" #: ../../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 "" "顧客がオーダにオプションプロダクトを追加すると、即座にその変更が販売担当者に通知されます。これにより、販売担当者は *販売* " "アプリケーションのバックエンドで、オーダに関連する全ての最新情報を入手できます。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62 msgid "Optional products on quotation templates" msgstr "見積テンプレートのオプションプロダクト" #: ../../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 "" "以下の情報を読む前に、必ず :doc:`quote_template` ドキュメントを読んで、見積テンプレートがどのように機能するのかを理解し下さい。" #: ../../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 "" "見積テンプレートには、一般的な見積フォームと同様に、:guilabel:`オプションプロダクト` " "タブがあり、関連するプロダクトやサービスを見積テンプレートに追加することができます。" #: ../../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 "" "見積テンプレートにオプションプロダクトを追加するには、 :menuselection:`販売アプリ --> 設定 --> 見積テンプレート` " "に移動します。次に、既存の見積テンプレートを選択して編集するか、 :guilabel:`新規` をクリックして新規テンプレートを作成します。" #: ../../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 "" "見積テンプレートフォームの :guilabel:`オプションプロダクト` タブをクリックします。:guilabel:`オプションプロダクト` " "タブで、:guilabel:`明細を追加` をクリックし、見積テンプレートにオプションプロダクトとして追加したいプロダクトを選択します。" #: ../../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 "" ":guilabel:`オプションプロダクト` " "タブで追加されたプロダクトは、その見積テンプレートが使用された場合、デフォルトで見積に表示されます。これらのプロダクトは見積が顧客に送信される前に削除したり、追加することができます。" #: ../../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 "" "顧客がオーダにプロダクトを追加するのを促したり、最初に選択したプロダクトのより高価なバージョンを購入するよう促すようなオプションプロダクトを提供するのが最適です。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92 msgid "" "For example, if a customer purchases a wooden chair, some optional products " "could be: a warranty on that chair and/or a wooden chair with leather seats." msgstr "例えば、顧客が木製の椅子を購入した場合、オプションプロダクトとして、椅子の保証書や革張りの木製椅子を用意することもできます。" #: ../../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 "見積テンプレートに追加できるオプションプロダクトの数に制限はありません。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "見積や販売オーダのプロダクトバリアント" #: ../../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 "" "見積や販売オーダでプロダクトバリアントを使用する方法を詳しく説明する前に、Odooの " ":doc:`../products_prices/products/variants` について学ぶことをお勧めします。" #: ../../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 "" "プロダクトバリアントの基本に慣れたら、次は、*プロダクトコンフィギュレータ* や*オーダグリッド入力* " "を使って、見積や販売オーダにプロダクトバリアントを追加する方法について説明します。" #: ../../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 "" "この設定は、*販売*アプリの設定ページでは、*バリアントグリッド入力*、プロダクトフォームでは、*オーダグリッド入力*という名称であることに注意して下さい。" #: ../../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 "" "プロダクトバリアントを扱う場合、Odooはデフォルトでプロダクトコンフィギュレータを使用します。バリアントグリッド入力オプションを追加するには、Odoo" " **販売** アプリケーションでその機能を有効にする " "**必要があります**。バリアントグリッド入力オプションは見積/販売オーダ上にポップアップウィンドウを表示し、バリアント選択プロセスを簡素化します。" #: ../../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 "" "この設定を有効にするには、 :menuselection:`販売アプリ --> 設定 --> 管理設定` に進み、 " ":guilabel:`プロダクトカタログ` セクションまでスクロールします。そして :guilabel:`バリアントグリッド入力` " "オプションの隣にあるボックスにチェックを入れ、 :guilabel:`保存` をクリックします。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "Odoo販売アプリケーションのバリアントグリッド入力設定。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33 msgid "" "Of course, the :guilabel:`Variants` feature **must** also be activated, in " "order to use product variants on quotations and sales orders." msgstr "" "見積や販売オーダでプロダクトバリアントを使用するためには、当然 :guilabel:`バリアント` 機能も有効にする **必要があります** 。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "プロダクト設定" #: ../../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 "" "一旦 :guilabel:`バリアントグリッド入力` 設定が有効になると、両方のオプション (*プロダクトコンフィギュレータ* と " "*オーダグリッド入力*) が全てのプロダクトフォームで利用可能になります。" #: ../../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 "" "プロダクトコンフィギュレータまたはバリアントグリッド入力のいずれかを使用するようにプロダクトフォームを設定するには、まず " ":menuselection:`販売アプリ --> プロダクト --> プロダクト` に移動し、データベース内の全てのプロダクトを表示します。" #: ../../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 "" "次に、設定したいプロダクトを選択するか、:guilabel:`新規` " "をクリックして、ゼロから新しいプロダクトを作成します。プロダクトフォーム内で、:guilabel:`属性 \\&バリアント` " "タブをクリックします。そこでプロダクトバリアントを表示し、変更し、追加することができます。" #: ../../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 "" ":guilabel:`属性` タブの一番下に、 :guilabel:`販売バリアント選択` セクションがあり、 " ":guilabel:`プロダクトコンフィギュレータ` と :guilabel:`オーダグリッド入力` の2つのオプションがあります。" #: ../../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 "これらのオプションは、少なくとも2つの属性値がレコードに追加されている場合に **のみ** 表示されることに注意して下さい。" #: ../../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 "プロダクトフォームの属性とバリアントタブの販売バリアント選択オプション。" #: ../../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 "これらのオプションにより、見積や販売オーダにプロダクトのバリエーションを追加する際に使用される方法が決定されます。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65 msgid "" "The :guilabel:`Product Configurator` provides a pop-up window that neatly " "displays all the available product variants for that particular product when" " it's added to a quotation. However, only one variant can be selected/added " "at a time." msgstr "" ":guilabel:`プロダクトコンフィギュレータ` " "は、見積書に追加された特定のプロダクトについて、利用可能なプロダクトバリアントを全て表示するポップアップウィンドウを提供します。ただし、一度に選択/追加できるのは1つのバリアントのみです。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69 msgid "" "The :guilabel:`Order Grid Entry` provides the same information as the " ":guilabel:`Product Configurator` in a table layout, allowing the user to " "select larger numbers of unique product variants, and add them to a " "quotation/sales order, in a single view." msgstr "" ":guilabel:`オーダグリッド項目` の情報は、表レイアウトの " ":guilabel:`プロダクトコンフィギュレータ`と同じ内容であるため、ユーザーは単一の画面でより多くのユニークな詳細オプション項目を選択して見積書/オーダに追加することができます。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "Product configurator" msgstr "プロダクトコンフィギュレータ" #: ../../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 "" "プロダクトコンフィギュレータ機能は、(少なくとも2つの)バリアントを持つプロダクトが見積や販売オーダに追加されるとすぐに、:guilabel:`設定` " "ポップアップウィンドウとして表示されますが、そのプロダクトフォームで :guilabel:`プロダクトコンフィギュレータ` " "オプションが選択されている場合に **のみ** 表示されます。" #: ../../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 "見積書や販売オーダに表示されるプロダクトコンフィギュレータのポップアップウィンドウ。" #: ../../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 "" "この :guilabel:`設定` ポップアップウィンドウは、:guilabel:`オーダグリッド入力` 設定が有効になって **いない** " "場合にも表示されます。これは、見積書や販売オーダでプロダクトのバリアントを扱う際にOdooがデフォルトで使用するオプションであるためです。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 msgid "" "The :guilabel:`Product Configurator` option lets salespeople choose exactly " "which product variant to add to the quotation or sales order using a format " "similar to online shopping." msgstr "" ":guilabel:`プロダクトコンフィギュレータ` " "オプションにより、販売担当者はオンラインショッピングのような形式で、見積や販売オーダに追加するプロダクトバリエーションを正確に選択することができます。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "オーダグリット入力" #: ../../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 "" "オーダーグリッド入力機能は、(少なくとも2つの)バリアントを持つプロダクトが見積または販売オーダに追加されるとすぐに、:guilabel:`プロダクトバリアントを選択`" " ポップアップウィンドウとして表示されますが、そのプロダクトフォームで :guilabel:`オーダグリッド入力` オプションが選択されている場合に " "**のみ** 表示されます。" #: ../../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 "Odooの見積に表示されるプロダクトバリエーションの選択ポップアップウィンドウ。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 msgid "" "The :guilabel:`Choose Product Variants` pop-up window features all the " "variant options for that particular product. From this pop-up window, the " "salesperson can designate how many of each variant they'd like to add to the" " quotation/sales order at once." msgstr "" ":guilabel:`プロダクトバリアントを選択する` " "ポップアップウィンドウには、特定のプロダクトのバリアントオプションが全て表示されます。このポップアップウィンドウから、販売担当者は見積/販売オーダに一度に追加したいバリアントの数を指定することができます。" #: ../../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 "" "希望する数量とバリエーションが全て選択されたら、販売担当者は :guilabel:`確認` をクリックするだけで、それらのオーダは即座に " ":guilabel:`オーダ明細` タブの見積/販売オーダに追加されます。" #: ../../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 "オーダグリッド入力でプロダクトを選択した後、オーダ明細タブに入力されます。" #: ../../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 "PDF見積ビルダ" #: ../../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 "" "Odoo *販売* の *PDF見積ビルダ* " "を使って、価格と合計を表示するだけでなく、会社やプロダクトを紹介し、様々な情報やデザイン要素を盛り込んだ、完全にカスタマイズされた見積用PDFファイルを顧客に送信することができます。" #: ../../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 "" "カスタマイズされたPDFの見積は、顧客のショッピング体験はより充実させ、企業は洗練されたレベルの高いプロフェッショナルな印象を与えることができます。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17 msgid "" "`Odoo Quick Tips - Create a PDF quote [video] " "`_" msgstr "" "`Odooクイックヒント - PDF見積を作成する [video] `_" #: ../../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 "" "PDFフォームはAdobeソフトウェアで編集することをお勧めします。ヘッダとフッタのPDFテンプレート上のフォームフィールドは、Odooで動的な値を取得するために必要です。" #: ../../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 "見積にカスタムPDFファイルを追加するには、 :guilabel:`PDF見積ビルダ` 機能を設定する必要があります。" #: ../../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 "" "そのためには、 :menuselection:`販売アプリ --> 設定 --> 管理設定` に移動します。そして :guilabel:`管理設定` " "ページで :guilabel:`見積&オーダ` セクションまでスクロールし、 :guilabel:`PDF見積ビルダ` 機能を探します。" #: ../../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 "" ":guilabel:`アップロード` " "をクリックすると、即座に目的のドキュメントをアップロードすることができます。その後、ドキュメントカード上でさらにドキュメントを設定するか、ドキュメントカードの右上にある3つの点のアイコンをクリックし、" " :guilabel:`編集` をクリックします。" #: ../../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 "" ":guilabel:`新規` をクリックすると、空白のドキュメントフォームが表示され、 :guilabel:`ファイルの内容` " "フィールドにあるフォーム上の :guilabel:`ファイルのアップロード` ボタンから目的のPDFをアップロードすることができます。" #: ../../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 "アップロードされたドキュメントに関連するさまざまな情報や設定は、ここで変更することができます。" #: ../../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 "" "ドキュメントフォームの最初のフィールドはドキュメントの :guilabel:`名前` " "で、ドキュメントがアップロードされるまではグレーアウトされています(クリックできません)。PDFがアップロードされると、:guilabel:`名前` " "フィールドにPDFの名前が自動入力され、編集できるようになります。" #: ../../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 "PDFのダイナミックテキスト" #: ../../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 "" "見積用のカスタムPDFを作成する際、Odoo用 *ダイナミックテキスト* " "を使用すると、Odooデータベースから見積書に関連する情報(名前、価格など)をPDFコンテンツに自動入力することができます。" #: ../../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 "" "ダイナミックテキスト値とは、PDFファイルに追加できるフォームコンポーネント(テキスト入力)のことで、Odooはこれらの値に見積に関連する情報を自動的に入力します。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:83 msgid "Dynamic text values" msgstr "ダイナミックテキスト値" #: ../../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`: 販売オーダ参照" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91 msgid ":guilabel:`partner_id__name`: Customer Name" msgstr ":guilabel:`partner_id__name`: 顧客名" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92 msgid ":guilabel:`user_id__name`: Salesperson Name" msgstr ":guilabel:`user_id__name`: 販売担当者名" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93 msgid ":guilabel:`amount_untaxed`: Untaxed Amount" msgstr ":guilabel:`amount_untaxed`: 非課税額" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94 msgid ":guilabel:`amount_total`: Total Amount" msgstr ":guilabel:`amount_total`: 合計金額" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:95 msgid ":guilabel:`delivery_date`: Delivery Date" msgstr ":guilabel:`delivery_date`: 配送日" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:96 msgid ":guilabel:`validity_date`: Expiration Date" msgstr ":guilabel:`validity_date`: 有効期日" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97 msgid ":guilabel:`client_order_ref`: Customer Reference" msgstr ":guilabel:`client_order_ref`: 顧客参照" #: ../../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`: プロダクト説明" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:103 msgid ":guilabel:`quantity`: Quantity" msgstr ":guilabel:`quantity`: 数量" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:104 msgid ":guilabel:`uom`: Unit of Measure (UoM)" msgstr ":guilabel:`uom`: 単位 (UoM)" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:105 msgid ":guilabel:`price_unit`: Price Unit" msgstr ":guilabel:`price_unit`: 単価" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:106 msgid ":guilabel:`discount`: Discount" msgstr ":guilabel:`discount`: 値引" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:107 msgid ":guilabel:`product_sale_price`: Product List Price" msgstr ":guilabel:`product_sale_price`: プロダクトリスト価格" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108 msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)" msgstr ":guilabel:`taxes`: コンマで連結された税名 (`,`)" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:109 msgid ":guilabel:`tax_excl_price`: Tax Excluded Price" msgstr ":guilabel:`tax_excl_price`: 税抜価格" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:110 msgid ":guilabel:`tax_incl_price`: Tax Included Price" msgstr ":guilabel:`tax_incl_price`: 税込価格" #: ../../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 "" "PDFを作成する際、一般的な動的テキスト値 (:guilabel:`name` と :guilabel:`partner_id_name`) " "を使用するのがベストプラクティスです。データベースにアップロードされると、Odooはこれらのフィールドにそれぞれのフィールドの情報を自動入力します。" #: ../../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 "" "この場合、Odooは :guilabel:`name` ダイナミックテキストフィールドに販売オーダリファレンスを、 " ":guilabel:`partner_id_name` フィールドに顧客名を自動入力します。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "PDF quote being built using common dynamic placeholders." msgstr "一般的な動的プレースホルダを使ってPDF見積書を作成します。" #: ../../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 "プロダクトにPDFを追加する" #: ../../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 "" "Odoo " "*販売*では、カスタムPDFをプロダクトフォームに追加することも可能です。プロダクトにPDFが追加され、そのプロダクトが見積に使用されると、そのPDFは最終PDFにも挿入されます。" #: ../../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 "" "カスタムPDFをプロダクトに追加するには、まず :menuselection:`販売アプリ --> プロダクト --> プロダクト` " "に移動し、カスタムPDFを追加したいプロダクトを選択します。" #: ../../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 "" "ドキュメントはプロダクトの代わりにプロダクトバリアントに追加することもできます。プロダクトにドキュメントがあり、そのバリアントにもドキュメントがある場合、" " バリアントのドキュメントだけが表示されます。" #: ../../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 "" "カスタムドキュメントをプロダクトバリアントに追加するには、 :menuselection:`販売アプリ --> プロダクト --> " "プロダクトバリアント` に移動します。必要なバリアントを選択し、:guilabel:`ドキュメント` " "スマートボタンをクリックし、カスタムドキュメントを特定のプロダクトバリアントにアップロードします。" #: ../../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 "プロダクトページで、ページ上部の :guilabel:`ドキュメント` スマートボタンをクリックします。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "The Documents smart button on a product form in Odoo Sales." msgstr "Odoo販売のプロダクトフォームのドキュメントスマートボタン。" #: ../../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 "" "そうすると、そのプロダクトの :guilabel:`ドキュメント` " "ページが表示され、そのプロダクトに関連するファイルをアップロードすることができます。このページから、 :guilabel:`新規` または " ":guilabel:`アップロード` をクリックして下さい。" #: ../../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 "Odoo販売の特定のプロダクトに関する様々なフィールドを持つ標準的なドキュメントフォームです。" #: ../../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 "" "ドキュメントをアップロードする前に、ドキュメントが :guilabel:`ファイル` か :guilabel:`URL` かを " ":guilabel:`タイプ` ドロップダウンフィールドメニューから指定するオプションがあります。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "A standard document form with an uploaded pdf in Odoo Sales." msgstr "Odoo販売のアップロードされたPDFを含む標準ドキュメントフォーム。" #: ../../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 "" "PDFがアップロードされた場合、 :guilabel:`タイプ` フィールドは :guilabel:`ファイル` " "に自動入力され、変更することはできません。" #: ../../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 "" "次に、 :guilabel:`販売` セクションの :guilabel:`以下で表示` フィールドでドロップダウンメニューをクリックし、 " ":guilabel:`見積`、 :guilabel:`確定オーダ`、 :guilabel:`見積書内` のいずれかを選択します。" #: ../../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:`見積`: ドキュメントは顧客に送られ、いつでもアクセスできます。" #: ../../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:`確認済`: オーダが確定した際に顧客に送られるドキュメントです。ユーザマニュアルやその他の補足ドキュメントに最適です。" #: ../../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:`見積書内`: ドキュメントは見積書のヘッダーページと :guilabel:`価格` セクションの間に、見積のPDFに含まれます。" #: ../../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 "" ":guilabel:`以下で表示` フィールドの :guilabel:`見積書内` オプションが選択され、カスタム PDF ファイル " "`サンプルビルダ.pdf` がアップロードされると、その PDF は *顧客ポータル* の :guilabel:`ドキュメント` " "フィールドの見積に表示されます。" #: ../../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 "Odoo販売で見積書内オプションを選択してアップロードしたPDFのサンプル。" #: ../../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 "" "最後に、:guilabel:`eコマース` セクションで、フロントエンド(オンラインストア)で:guilabel:`プロダクトページで表示` " "するかどうかを決定します。" #: ../../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 "" ":guilabel:`プロダクトページで表示` " "オプションを有効にすると、オンラインストアのフロントエンドにあるプロダクトのページに、アップロードされたドキュメント `サンプルビルダpdf` " "へのリンクが表示されます。" #: ../../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 ":guilabel:`ドキュメント` 見出しの下に表示され、アップロードされたドキュメントの名前を示すリンクが表示されます。" #: ../../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 "Odoo販売を使用して、プロダクトページにアップロードされたドキュメントへのリンクを表示します。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:243 msgid "PDF quote" msgstr "PDF見積" #: ../../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 "" "事前に設定されたPDFで見積が確認されると、Odooは確認された見積を印刷してエラーをチェックしたり、記録として保管するオプションを提供します。" #: ../../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 "" "PDF見積を印刷するには、確認済見積に移動し、 :guilabel:`⚙️ (歯車)` " "アイコンをクリックしてドロップダウンメニューを表示します。このドロップダウンメニューから :guilabel:`印刷` を選択し、次に " ":guilabel:`PDF見積` を選択します。" #: ../../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 "Odoo販売の確定オーダのドロップダウンメニューに見積書PDF印刷オプションが追加されました。" #: ../../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 "" "そうすることで、PDF見積が即座にダウンロードされます。PDF見積を開くと、見積書内に表示されるように設定されたプロダクトPDFと共に、PDF見積を表示、印刷することができます。" #: ../../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 "見積テンプレート" #: ../../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 "Odoo販売で見積テンプレートを有効にする方法。" #: ../../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 "見積テンプレートを作成する" #: ../../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 "Odoo販売アプリケーションの見積テンプレートページ。" #: ../../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 "Odoo販売で新しい見積テンプレートを作成します。" #: ../../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 "まず :guilabel:`見積テンプレート` フィールドにテンプレートの名前を入力します。" #: ../../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 "" "それから :guilabel:`見積有効期間` " "フィールドで、見積テンプレートが何日間有効かを指定します。またはデフォルトの`0`のままにしておけば、テンプレートは無期限に有効です。" #: ../../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 "" "新しいメールテンプレートを :guilabel:`確認メール` " "フィールドから直接作成するには、新しいメールテンプレートの名前をフィールドに入力し、表示されるドロップダウンメニューから :guilabel:`作成` " "または :guilabel:`作成・編集...` のいずれかを選択します。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:67 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" " later." msgstr ":guilabel:`作成` を選択するとメールテンプレートが作成され、後で編集することができます。" #: ../../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 "Odoo販売の見積テンプレートフォームから確認メールのポップアップウィンドウを作成します。" #: ../../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 "" "複数の会社で作業している場合は、 :guilabel:`会社` フィールドを使用して、この見積テンプレートがどの会社に適用されるかを指定します。" #: ../../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 "" "もし :guilabel:`請求仕訳帳` " "フィールドに仕訳帳が設定されると、このテンプレートを使用した全ての販売オーダはその指定された仕訳帳で請求書を発行します。このフィールドに仕訳帳が設定されていない場合、最も低い順序の販売仕訳帳が使用されます。" #: ../../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 "" "もし :guilabel:`オンライン署名` や :guilabel:`オンライン支払` の機能が :guilabel:`設定` ( " ":menuselection:`販売アプリ --> 設定 --> 管理設定`) " "で有効になっている場合、これらのオプションは見積テンプレートフォームで利用可能です。" #: ../../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 "" ":guilabel:`オンライン署名` の横のボックスをチェックすると、オーダを確認するために顧客にオンライン署名を要求することができます。" #: ../../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 "" ":guilabel:`オンライン支払` " "の横のボックスをチェックすると、オーダを確定するために顧客にオンライン決済を要求することができます。:guilabel:`オンライン支払` " "にチェックを入れると、新しいパーセンテージフィールドが表示され、支払パーセンテージを入力することができます。" #: ../../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 "" ":guilabel:`オンライン署名` と :guilabel:`オンライン支払` " "の両方のオプションを同時に有効にすることができ、顧客はオーダを確定するために署名 **および** 支払の **両方** を行う必要があります。" #: ../../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 "" ":guilabel:`定期プラン` フィールドでは、この見積テンプレートがどのくらいの頻度で発生するかを指定するために、事前に設定された様々な時間(例:" " :guilabel:`月毎`、:guilabel:`四半期毎` など)から選択します。" #: ../../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 "" ":guilabel:`定期プラン` フィールドはサブスクリプションプランにのみ適用されます。詳細は " ":doc:`../../subscriptions/plans` のドキュメントを参照して下さい。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:110 msgid "Lines tab" msgstr "明細タブ" #: ../../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 "" ":guilabel:`明細` タブでは、:guilabel:`プロダクト追加` " "をクリックして見積テンプレートにプロダクトを追加することができ、:guilabel:`セクションを追加` " "をクリック(そしてセクションヘッダをドラッグ/ドロップ)して整理することができ、さらに:guilabel:`メモを追加` " "をクリックして任意の情報(保証の詳細や条件など)を説明することができます。" #: ../../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 "" "見積テンプレートにプロダクトを追加するには、見積テンプレートフォームの :guilabel:`明細` タブにある :guilabel:`プロダクト追加`" " をクリックします。そうすると :guilabel:`プロダクト` 欄が空欄になります。" #: ../../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 "" "プロダクトが見積テンプレートに追加されると、デフォルトの :guilabel:`数量` は `1` になりますが、これはいつでも編集することができます。" #: ../../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 "" "販売オーダの明細を整理するヘッダーとなる *セクション* を追加するには、 :guilabel:`明細` タブの " ":guilabel:`セクションの追加` " "をクリックします。クリックすると空白のフィールドが表示され、そこにセクションの名前を入力することができます。名前を入力したら、クリックしてセクション名を確定します。" #: ../../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 "" "オプションプロダクトは、販売オーダやeコマースページの下部にセクションとして表示されます。必要であれば、顧客はすぐにオンライン販売オーダに追加することができます。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "Odoo販売の典型的な販売オーダに表示されるオプションプロダクト。" #: ../../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 ":guilabel:`明細の追加` をクリックすると、 :guilabel:`プロダクト` 列に空白のフィールドが現れます。" #: ../../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 "オプションプロダクトは、見積テンプレートの作成には必要 **ありません**。" #: ../../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 "見積テンプレートの作成には、諸条件は必要 ** ありません**。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:201 msgid "Use quotation templates" msgstr "見積テンプレートを使用する" #: ../../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 "" "ページ上部の :guilabel:`プレビュー` " "ボタンをクリックすると、Odooの顧客ポータルを通して見積テンプレートがウェブサイトのフロントエンドにどのように表示されるかを確認できます。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Customer preview of a quotation template in Odoo Sales." msgstr "Odoo販売の見積テンプレートの顧客プレビュー。" #: ../../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 "Shopeeコネクタ" #: ../../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 "数量" #: ../../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 "インドネシア" #: ../../content/applications/sales/sales/shopee_connector.rst:38 msgid "Shopee.co.id" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Taiwan" msgstr "台湾" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Shopee.tw" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Vietnam" msgstr "ベトナム" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Shopee.vn" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Thailand" msgstr "タイ王国" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Shopee.co.th" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Philippines" msgstr "フィリピン" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Shopee.ph" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Malaysia" msgstr "マレーシア" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Shopee.com.my" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:50 msgid "Singapore" msgstr "シンガポール" #: ../../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 "ブラジル" #: ../../content/applications/sales/sales/shopee_connector.rst:56 msgid "Shopee.com.br" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Chile" msgstr "チリ" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Shopee.cl" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:60 msgid "Colombia" msgstr "コロンビア" #: ../../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 "自動同期" #: ../../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 "サブスクリプション" #: ../../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 *サブスクリプション* は、定期的なビジネスを運営するために使用します: :ref:`新規契約販売 " "`, :doc:`顧客アップセル " "`, 解約管理と基本的な :abbr:`KPI " "(主要業績評価指標)`: :abbr:`MRR(月間経常収益)`, :abbr:`ARR(年間経常収益)`, 維持、解約などの " ":doc:`レポートを生成 ` します。" #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "" "`Odooチュートリアル: サブスクリプション `_" #: ../../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 "サブスクリプション見積" #: ../../content/applications/sales/subscriptions.rst:32 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "繰返しが定義された販売オーダは、サブスクリプションになります。" #: ../../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 "" "新規購読を作成するには、*サブスクリプション* または :doc:`販売 ` アプリから " ":guilabel:`新規` をクリックします。以下のどちらかを行うことができます:" #: ../../content/applications/sales/subscriptions.rst:37 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" ":doc:`サブスクリプションプラン ` " "を選択すると、見積が即座に作成されます。" #: ../../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 "必要であれば、定期日と終了日を選択し、:doc:`定期プロダクト` を追加して下さい。" #: ../../content/applications/sales/subscriptions.rst:43 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" ":doc:`顧客住所`" " 機能を有効にすることで、異なる請求書送付先や配送先を定義することができます。" #: ../../content/applications/sales/subscriptions.rst:49 msgid "Confirmation" msgstr "確認" #: ../../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 "" ":guilabel:`eメールを送信` をクリックして確認のため顧客に見積を送信するか、 :guilabel:`確認` をクリックしてすぐに確認します。" #: ../../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 "" ":guilabel:`顧客プレビュー` " "をクリックすると、顧客ポータルがプレビューされ、見積の閲覧、署名、支払、顧客とのコミュニケーションが可能になります。" #: ../../content/applications/sales/subscriptions.rst:61 msgid "Automatic payments" msgstr "自動支払" #: ../../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 "" "顧客が見積を確認する前に、自動支払方法を設定し、購読の初回発生分を前払することを要求することができます。そのためには、見積の " ":guilabel:`その他情報` タブに行き、 :guilabel:`オンライン確認` フィールドの :guilabel:`支払` " "オプションをチェックします。" #: ../../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 "" ":guilabel:`支払` " "のチェックを外したままにしておくと、顧客はサブスクリプションを開始するために前払する必要がなくなります。つまり、支払は自動的ではなく、顧客は各請求書を手動で支払わなければなりません。" #: ../../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 "" "オンライン確認で前払いが必要な場合、顧客は :ref:`トークン化機能 ` を持つ " ":ref:`決済プロバイダ ` " "のみを選択できます。これにより、顧客が新しい期間ごとに自動的に課金されるようになります。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automation rules" msgstr "自動化規則" #: ../../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 "" "サブスクリプションが稼動している以上、顧客と常に最新の情報を共有することが重要です。手動で購読者リストを確認する手間を省くには、自動化を利用するのが効率的です。そこでOdooの" " *自動化規則* 機能が活躍します。" #: ../../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 "" "Odoo *サブスクリプション* " "アプリケーションでは、ユーザは自動Eメールの設定、販売担当者のタスクの作成、さらには利用者に満足度アンケートを送信し、その顧客経験を評価してもらうことができます。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13 msgid "Create automation rules" msgstr "自動化規則を作成" #: ../../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 "" "自動化規則を作成するには、まず :menuselection:`サブスクリプションアプリ --> 設定 --> 自動化規則` " "に移動します。ここにサブスクリプションの自動化規則が全てあります。" #: ../../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 "" ":guilabel:`自動化規則` ページには、各規則の :guilabel:`名前`、 :guilabel:`ToDo`、自動化規則の " ":guilabel:`トリガ条件`、規則が適用される :guilabel:`会社` が表示されます。" #: ../../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 "既存の自動化規則を表示または修正するには、このページから希望の規則をクリックします。" #: ../../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 "" "既存の自動化規則を変更すると、フォームの :guilabel:`アクション` セクションがグレーアウトされ、次のような警告が表示されます： " "*予期せぬ動作を避けるため、アクションデータは更新できません。代わりに新しいアクションを作成して下さい。*" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30 msgid "To create a new automation rule, click :guilabel:`New`." msgstr "新しい自動化規則を作成するには、 :guilabel:`新規` をクリックします。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "The Automation Rules page in the Odoo Subscriptions application." msgstr "Odooサブスクリプションアプリケーションの自動化規則ページ。" #: ../../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 "" ":guilabel:`新規` をクリックすると、空白の:guilabel:`自動化規則` フォームが表示され、様々なフィールドを設定することができます。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "A sample Automation Rules form in the Odoo Subscriptions application." msgstr "Odooサブスクリプションアプリケーションの自動化規則フォームサンプル。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44 msgid "Automation rule form fields" msgstr "自動化規則のフォームフィールド" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46 msgid ":guilabel:`Action Name`: title of the automated action rule." msgstr ":guilabel:`アクション名`: 自動アクション規則のタイトル。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49 msgid "Apply On section" msgstr "適用対象セクション" #: ../../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 ":guilabel:`適用対象` セクションは、この自動アクションがどのサブスクリプションオーダ/顧客に適用されるかを指定します。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54 msgid "" ":guilabel:`MRR Between`: designate a range of monthly recurring revenue to " "target." msgstr ":guilabel:`MRR範囲`: 目標とする月間経常収益の範囲を指定します。" #: ../../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 ":guilabel:`MRR変更(以上)`: 目標とする月間経常収益の変更を、パーセントまたは通貨単位で指定します。" #: ../../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 ":guilabel:`Over`: 指定されたKPI(主要業績評価指標)が計算される期間を選択します。" #: ../../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 "" ":guilabel:`評価満足度`: 満足度を :guilabel:`以上` または :guilabel:`未満` のパーセンテージで指定します。" #: ../../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 "" ":guilabel:`ステータス`: この自動化規則に含めるサブスクリプションのステータスを選択します。guilabel:`見積`, " ":guilabel:`見積送信済`, :guilabel:`販売オーダ`, :guilabel:`取消済` のオプションがあります。" #: ../../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 "" ":guilabel:`ステージ遷移`: " "サブスクリプションの2つの異なるステージを表す2つのフィールドを使用して、自動化規則がいつ有効になるかを指定します。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66 msgid "" ":guilabel:`Subscription Plans`: choose specific subscription plans to target" " with the automation rule." msgstr ":guilabel:`サブスクリプションプラン`: 自動化規則で対象とする特定の契約プランを選択します。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 msgid "" ":guilabel:`Products`: select specific product(s) to target with the " "automation rule." msgstr ":guilabel:`プロダクト`: 自動化規則の対象となるプロダクトを選択します。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69 msgid "" ":guilabel:`Customers`: select specific customer(s) to target with the " "automation rule." msgstr ":guilabel:`顧客`: 自動化規則の対象となる特定の顧客を選択します。" #: ../../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 ":guilabel:`会社`: 複数会社の環境で、自動化規則で対象とする特定の会社のサブスクリプションデータを選択します。" #: ../../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 ":guilabel:`販売チーム`: 自動化規則の対象となる特定の販売チームのデータを選択します。" #: ../../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 "フィールドが空白である場合、規則はそれについて特定の指定がない全てのサブスクリプションに適用されます。" #: ../../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 "" "カスタマイズされた自動化規則の設定された条件に一致するサブスクリプションの数は、 :guilabel:`適用対象` フィールドの下部に表示されます。" #: ../../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 "緑色の購読リンクがクリックされると、Odooはその自動化規則の条件を満たす全ての購読を紹介する別ページを表示します。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87 msgid "Action section" msgstr "アクションセクション" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89 msgid "" "The :guilabel:`Action` section dictates what action occurs when an automated" " rule is triggered." msgstr ":guilabel:`アクション` セクションは、自動化規則がトリガされたときにどのようなアクションが発生するかを示します。" #: ../../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 "" ":guilabel:`ToDo` " "フィールドで、自動化規則がトリガされたときに発生するアクションを選択します。クリックすると、ドロップダウンメニューに以下のオプションが表示されます:" #: ../../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 "" ":guilabel:`次の活動を作成`: 自動化規則フォームの下部に表示される :guilabel:`活動` " "セクションで設定される、次に発生する活動を作成します。" #: ../../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 ":guilabel:`顧客にEメールを送信`: 自動化規則の指定された条件に合う顧客にメールを送信します。" #: ../../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 ":guilabel:`顧客にSMSテキストメッセージを送信`: 自動化規則の指定された条件に合う顧客にSMSメッセージを送信します。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100 msgid "" ":guilabel:`Set Contract Health value`: set the health value of the " "subscription contract." msgstr ":guilabel:`契約状態値を設定する`: サブスクリプション契約の状態値を設定します。" #: ../../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 "" "もし :guilabel:`ToDo` フィールドで :guilabel:`顧客にEメールを送信` が選択されると、以下のフィールドが表示されます:" #: ../../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 "" ":guilabel:`Eメールテンプレート`: 新しいEメールテンプレートを作成(編集)するか、*または* " "あらかじめ設定されたEメールテンプレートのリストから選択して顧客に送信します。" #: ../../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 "" "もし :guilabel:`ToDo` フィールドで :guilabel:`顧客にSMSテキストメッセージを送信する` " "が選択されると、以下のフィールドが表示されます:" #: ../../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 "" ":guilabel:`SMSテンプレート`: " "新しいSMSテンプレートを作成(編集)する、*または*あらかじめ設定されたSMSテンプレートのリストから選択して顧客に送信します。" #: ../../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 "" ":guilabel:`契約状態値を設定する` が :guilabel:`ToDo` フィールドで選択されている場合、以下のフィールドが表示されます:" #: ../../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 "" ":guilabel:`状態`: :guilabel:`普通`、 :guilabel:`良い`、 :guilabel:`悪い` " "から一つを選択してサブスクリプションの状態を指定します。" #: ../../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 "" ":guilabel:`トリガ条件` フィールドで、自動化規則を :guilabel:`修正` または :guilabel:`時間基準` " "のどちらでトリガするかを決定します。" #: ../../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 ":guilabel:`今すぐトリガ` ボタンは、規則にトリガが設定されている場合にのみ、自動化規則フォームの上部に表示されます。" #: ../../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 "" "guilabel:`今すぐトリガ` ボタンがクリックされると、時間基準で可能かに関わらず、Odooはリンクされた *全ての* " "サブスクリプションに対してアクションを実行します。" #: ../../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 "guilabel:`トリガー条件` フィールドで :guilabel:`時間基準` が選択されている場合、以下のフィールドが表示されます:" #: ../../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 "" ":guilabel:`トリガ日` : 条件がいつトリガされるべきかを表します。空白の場合、アクションはサブスクリプションの作成時と更新時に作成されます。" #: ../../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 "" ":guilabel:`トリガ後遅延`: " "設定したアクションをトリガするまでの遅延時間（:guilabel:`分`、:guilabel:`時間`、:guilabel:`日`、:guilabel:`月`）を選択します。負の数を入力した場合、\"遅延\"" " は :guilabel:`トリガ日` の *前に* 発生します。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148 msgid "Activity section" msgstr "活動セクション" #: ../../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 "" "もし :guilabel:`ToDo` フィールドで :guilabel:`次の活動を作成` が選択されると、 :guilabel:`自動化規則` " "フォームの下部に :guilabel:`活動` セクションが表示されます。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:153 msgid "" ":guilabel:`Activity Type`: select an pre-configured activity type from the " "drop-down menu." msgstr ":guilabel:`活動タイプ`: ドロップダウンメニューから設定済みの活動タイプを選択します。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:154 msgid ":guilabel:`Title`: enter a custom title for the chosen activity." msgstr ":guilabel:`タイトル`: 選択した活動のカスタムタイトルを入力します。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155 msgid "" ":guilabel:`Note`: leave a note for the employee to whom the activity is " "assigned." msgstr ":guilabel:`メモ`: アクティビティが割当てられた従業員のメモを残します。" #: ../../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 ":guilabel:`期日`: 活動を完了させなければいけない日数を入力します。" #: ../../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 "" ":guilabel:`担当者`: 指定したアクティビティを :guilabel:`販売員`、 :guilabel:`販売チームリーダー`、 " ":guilabel:`特定のユーザ` のいずれかに割当てます。" #: ../../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 "" "もし :guilabel:`特定ユーザ` が :guilabel:`担当者` オプションとして選択された場合、その下に新しい " ":guilabel:`特定ユーザ` フィールドが表示され、ここで、設定された活動の担当者として、特定の従業員を選択することができます。" #: ../../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 ":doc:`../../essentials/in_app_purchase`" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close subscriptions" msgstr "サブスクリプションをクローズする" #: ../../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 "" "Odoo *サブスクリプション* " "では、顧客がサブスクリプションを自己管理するかどうか、またはそれを完全に制限するかどうかなど、企業側で柔軟に選択することができます。" #: ../../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 "" "まず :menuselection:`サブスクリプションアプリ --> 設定 --> 定期プラン` に移動します。そこから :guilabel:`新規`" " をクリックして新しいプランを作成するか、既存のプランを選択して変更します。" #: ../../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 "" ":guilabel:`定期プラン` フォームで、 :guilabel:`セルフサービス` セクションの :guilabel:`クローズ可能` " "オプションを有効にして、顧客が顧客ポータルを使用して自分のサブスクリプションをクローズすることを許可します。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "The Closable option on a recurring plan form in Odoo Subscriptions." msgstr "Odooサブスクリプションの定期プランのフォームにあるクローズ可能オプション。" #: ../../content/applications/sales/subscriptions/closing.rst:24 msgid ":doc:`Configure recurring plans `" msgstr ":doc:`定期プランを設定する `" #: ../../content/applications/sales/subscriptions/closing.rst:27 msgid "Close a subscription" msgstr "サブスクリプションをクローズする" #: ../../content/applications/sales/subscriptions/closing.rst:30 msgid "Administrator view" msgstr "管理者ビュー" #: ../../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 "" "サブスクリプションプロダクトの見積が確認された後、それは販売オーダとなり、サブスクリプションのステータスは :guilabel:`進行中` " "に変わります。" #: ../../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 "" "その時点で、サブスクリプションオーダの一番上、 :guilabel:`進行中` やその他のステージを含む行の近くにある :guilabel:`クローズ`" " ボタンからサブスクリプションを終了することができるようになります。このオプションは、オーダが請求され、支払が登録された後でも利用可能です。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription from an administration point of view with Odoo " "Subscriptions." msgstr "Odooサブスクリプションで管理者ビューからサブスクリプションを終了します。" #: ../../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 "" ":guilabel:`クローズ` ボタンをクリックすると、 :guilabel:`終了理由` " "ポップアップウィンドウが表示され、管理者はサブスクリプションを終了する理由を入力するか、 :guilabel:`理由` " "フィールドのドロップダウンメニューから選択することができます。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The Close Reason pop-up when the Close button is clicked in Odoo " "Subscriptions." msgstr "Odooサブスクリプションでクローズボタンをクリックすると、終了理由のポップアップが表示されます。" #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "" "When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit`" " button." msgstr "希望する :guilabel:`理由` が入力されたら、 :guilabel:`送信` ボタンをクリックします。" #: ../../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 "" ":guilabel:`終了理由` ポップアップウィンドウで :guilabel:`送信` " "をクリックすると、サブスクリプション販売オーダが更新され、指定された :guilabel:`終了理由` とともに :guilabel:`解約済` " "ステータスタグが表示されます。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "A churned sales order for a closed subscription in Odoo Subscriptions." msgstr "Odooのサブスクリプションで終了したサブスクリプション用の解約済販売オーダ。" #: ../../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 "販売オーダの *チャター* の中にも、それと同じ終了理由が表示されます。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The chatter of a churned sales order for a closed subscription in Odoo " "Subscriptions." msgstr "Odooサブスクリプションで終了済サブスクリプションの解約済販売オーダのチャター。" #: ../../content/applications/sales/subscriptions/closing.rst:69 msgid "Customer view" msgstr "顧客ビュー" #: ../../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 "" "管理者として、サブスクリプションを管理する際に顧客が見るものを可視化する機能は、サブスクリプション販売オーダの上部にある " ":guilabel:`プレビュー` ボタンからアクセスできます。" #: ../../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 "顧客から見ると、顧客ポータルの :guilabel:`サブスクリプション終了` ボタンは販売オーダの左側にあります。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription button on a customer's view of a sales order in Odoo " "Subscriptions." msgstr "Odooサブスクリプションの販売オーダの顧客ビューでのサブスクリプション終了ボタン。" #: ../../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 "" "顧客が :guilabel:`サブスクリプション終了` ボタンをクリックすると、 :guilabel:`サブスクリプション終了` " "ポップアップウィンドウが表示され、顧客はサブスクリプションを終了する理由をリストから選択しなければなりません。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The close subscription pop-up window customers see when closing a " "subscription." msgstr "サブスクリプション終了時に表示される、サブスクリプション終了ポップアップウィンドウ。" #: ../../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 "" "顧客ができるのは、サブスクリプションを終了する理由を事前に設定された理由を選択すること *のみ* " "です。顧客ポータルからカスタム理由を入力することはできません。これらの選択は :menuselection:`サブスクリプション --> 設定 --> " "終了理由` で調整することができます。" #: ../../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 "顧客は終了理由を選択し、ポップアップウィンドウの :guilabel:`送信` ボタンをクリックします。" #: ../../content/applications/sales/subscriptions/closing.rst:99 msgid "" "Upon closure, the subscription order in the customer portal is tagged as " ":guilabel:`Closed`." msgstr "終了すると、カスタマーポータルのサブスクリプションオーダには :guilabel:`クローズ済` というタグが付けられます。" #: ../../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 "" "さらに、指定された :guilabel:`終了理由` はバックエンドの *サブスクリプション* " "アプリのサブスクリプションオーダに表示されます(管理者ビュー)。" #: ../../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 "サブスクリプションプロダクトは、通常の販売プロダクトと同様にOdoo *eコマース*店舗で販売することができます。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:8 msgid "" ":doc:`Configure subscription products " "`" msgstr ":doc:`サブスクリプションプロダクトの設定`" #: ../../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 "テストモード" #: ../../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 "サブスクリプションプラン" #: ../../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 "" "*サブスクリプションプラン* は、サブスクリプションプロダクトで見積を事前に設定するために使用される :doc:`見積テンプレート " "` " "です。サブスクリプションプランを使用すると、サブスクリプションオーダをすばやく作成できます。" #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "サブスクリプションプランを設定する" #: ../../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 "" "サブスクリプションプランを設定するには、 :menuselection:`サブスクリプション --> 設定 --> プラン` に進みます。それから " ":guilabel:`新規` をクリックして新しいプランを作成するか、既存のプランを選択して編集します。" #: ../../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 "" "Odooの *サブスクリプション* アプリは *販売* " "アプリと密接に統合されており、サブスクリプションプランは見積テンプレートと同じフォームを使用します。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "サブスクリプションプラン(見積テンプレート)設定フォーム。" #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "サブスクリプションプランフォームには以下のオプションがあります: " #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid "" ":guilabel:`Name`: Enter a name for the subscription plan at the top of the " "page." msgstr ":guilabel:`名前`: ページ上部にサブスクリプションプランの名前を入力します。" #: ../../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:`見積有効期間`: " "見積書が顧客に送信された日から何日後に見積書の有効期限が切れるかを入力します。見積書の有効期限がない場合は、このフィールドをゼロのままにします。" #: ../../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:`オンライン確認`: guilabel:`署名` または :guilabel:`支払` " "の横にあるボックスにチェックを入れると、顧客は見積に署名または支払いをすることで、サブスクリプションオーダを確認することができます。両方を有効にすると、顧客に選択を委ねることができます。どちらも有効にしないと、見積の確認はバックエンドでのみとなります。" #: ../../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 "新規Eメールテンプレートを作成するには、テンプレートの名前を入力し、:guilabel:`作成と編集` をクリックします。" #: ../../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 "" "既存のメールテンプレートを編集するには、ドロップダウンメニューからテンプレートを選択し、明細末の :guilabel:`内部リンク` " "矢印をクリックします。" #: ../../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:`繰返し`： プランに使用する繰返し期間を選択します。ここで選択できる繰返し期間は " ":menuselection:`サブスクリプション --> 設定 --> 繰返し期間` で設定されているものと同じです。" #: ../../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 ":guilabel:`繰返し` を選択すると、見積テンプレートがサブスクリプションプランになり、以下の追加オプションが有効になります:" #: ../../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:`期間`： サブスクリプションプランに終了日がないか(:guilabel:`無期限`)、または :guilabel:`固定` " "期間があるかを選択します。" #: ../../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 "" "期間が:guilabel:`無期限` の場合、サブスクリプションプランは顧客または会社が手動でサブスクリプションを終了するまで継続的に更新されます。" #: ../../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 "" "期間が :guilabel:`固定` の場合、サブスクリプションが自動的に終了するまでの期間を決める :guilabel:`終了日` を入力します。" #: ../../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:`自分でクローズ可能`： 顧客が " ":doc:`顧客ポータル`" " からサブスクリプションを終了できるようにするには、このボックスにチェックを入れます。" #: ../../content/applications/sales/subscriptions/plans.rst:60 msgid "" ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*" " subscriptions *past* the due date are automatically closed." msgstr ":guilabel:`自動クローズ`:期限を過ぎた *未払* サブスクリプションが自動的に終了される日数を入力します。" #: ../../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:`請求仕訳帳`:このサブスクリプションプランの請求を記録する会計仕訳帳を選択します。このフィールドを空白のままにしておくと、最も低い付番の販売仕訳帳を使用します。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "繰返しを選択したサブスクリプションプラン。" #: ../../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 "" ":guilabel:`明細`タブで、見積のオーダ明細を作成します。guilabel:`プロダクト追加` をクリックし、プランに含めるプロダクトを選択し、" " :guilabel:`数量` と :guilabel:`単位` を入力します。必要な数のプロダクトをオーダ明細に追加します。" #: ../../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 ":guilabel:`オプションプロダクト` タブでは、オーダを確定する前に顧客が見積に追加できるオプションプロダクトを入力します。" #: ../../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 "" "サブスクリプションプランに固有の :doc:`諸条件` がある場合は、 :guilabel:`諸条件` " "タブに追加します。プランに諸条件が指定されている場合、*販売*アプリの設定で設定されたデフォルトの諸条件の代わりに、これらの諸条件が使用されます。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "サブスクリプションプラン諸条件タブ。" #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "見積でサブスクリプションプランを使用する" #: ../../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 "サブスクリプションプロダクトの見積は、*サブスクリプション* アプリと *販売* アプリの両方で作成できます。" #: ../../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 "" ":guilabel:`サブスクリプション` ダッシュボードから、 :guilabel:`新規` をクリックして新しい見積を作成します。次に、 " ":guilabel:`サブスクリプション` フィールドでサブスクリプションプランを選択します。" #: ../../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 ":guilabel:`繰返し`、プロダクト、その他プランの情報が自動的に入力されます。見積は必要に応じてさらに修正することができます。" #: ../../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 "" ":guilabel:`販売` ダッシュボードから :guilabel:`新規` をクリックして新しい見積を作成します。次に、 " ":guilabel:`見積テンプレート` フィールドでサブスクリプションプランを選択します。" #: ../../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 "" "全てのサブスクリプションオーダは、*サブスクリプション* アプリまたは *販売* アプリのどちらで作成されたかに関係なく、 " ":guilabel:`サブスクリプション` ダッシュボードに表示されます。" #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "サブスクリプションプロダクト" #: ../../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 "" "*サブスクリプション* アプリはOdooの *販売* " "アプリと密接に統合することで、ユーザは通常の販売プロダクトと一緒にサブスクリプションプロダクトを販売することができます。通常のプロダクトが1回限りの販売であるのに対し、サブスクリプションは更新ベースで販売され、継続的な収益を生み出します。" #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "Odooでは、サブスクリプションプロダクトは *定期* プロダクトとも呼ばれています。" #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "繰返期間を設定する" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." msgstr "サブスクリプションを開始するには、必要に応じて、*繰返期間* を適切に設定する必要があります。" #: ../../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 "繰返期間は、サブスクリプションが更新される期間です。顧客がサブスクリプションプロダクトに支払う(および受取る)頻度を指定します。" #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." msgstr "" "繰返し期間を設定するには、 :menuselection:`サブスクリプションアプリ --> 設定 --> 繰返期間` にアクセスして下さい。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "Odooサブスクリプションアプリケーションの繰返期間のページ。" #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" msgstr "*サブスクリプション* アプリには、いくつかの基本的な繰返期間がすでに設定されています:" #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" msgstr ":guilabel:`月次`" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" msgstr ":guilabel:`四半期ごと`" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" msgstr ":guilabel:`週次`" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr ":guilabel:`2週`" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" msgstr ":guilabel:`年次`" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" msgstr ":guilabel:`3年`" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" msgstr ":guilabel:`5年`" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." msgstr "新規繰返期間はいつでも追加および/または編集できます。" #: ../../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 "" "新規繰返期間を作成するには、 :guilabel:`繰返期間` ページで :guilabel:`新規` " "をクリックします。空白の繰返期間フォームが表示されます。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "Odooのサブスクリプションアプリケーションの繰返期間フォーム。" #: ../../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 "" "次に、再帰期間の :guilabel:`名前` と :guilabel:`期間` を入力し、期間を定義する :guilabel:`単位` を選択します。" #: ../../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 "" "単位 :guilabel:`日` はサブスクリプションの定期期間として使用 " "**できません**。日単位の繰返はレンタル用であり、サブスクリプションの定期販売オーダに追加することは **できません**。" #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." msgstr "この制限は、毎日の請求が発生するような販売オーダを避けるために設けられています。" #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "プロダクトフォームの設定" #: ../../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 "" "新規サブスクリプションプロダクトを作成するには、 :menuselection:`サブスクリプションアプリ --> プロダクト --> プロダクト` " "に移動し、 :guilabel:`新規` をクリックします。" #: ../../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 "そうすると、空白のプロダクトフォームが表示され、さまざまな方法で設定やカスタマイズができます。" #: ../../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 "" "デフォルトでは :guilabel:`サブスク` " "オプションが有効になっており、Odooにサブスクリプションプロダクトとして認識されます。guilabel:`サブスク` " "と:guilabel:`販売可能` オプションは必ず有効のままにして下さい。" #: ../../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 "" ":guilabel:`プロダクトタイプ` フィールドはデフォルトで :guilabel:`サービス` " "に設定されています。しかし、サブスクリプションプロダクトは必要に応じて他のタイプに設定することができます。" #: ../../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 "Odooサブスクリプションアプリケーションの基本的なサブスクリプションプロダクトフォームです。" #: ../../content/applications/sales/subscriptions/products.rst:86 msgid "Time-based pricing" msgstr "時間基準価格" #: ../../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 "" ":guilabel:`一般情報` タブに必要なフィールドを入力したら、プロダクトフォームの :guilabel:`時間課金価格` タブをクリックします。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." msgstr "Odooサブスクリプションのサブスクリプションプロダクトフォームの時間課金価格タブ。" #: ../../content/applications/sales/subscriptions/products.rst:95 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "ここから、:guilabel:`価格を追加` をクリックして、定期価格の定義を開始します。" #: ../../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 "" ":guilabel:`期間` 列で、希望する繰返期間を選択します。guilabel:`価格表` 列で、必要に応じて価格表を選択します。次に " ":guilabel:`価格` 列に、その繰返期間の価格を入力します。" #: ../../content/applications/sales/subscriptions/products.rst:102 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." msgstr "guilabel:`日ごと` および :guilabel:`時間ごと` の期間は、定期プロダクトでは **使用できません**。" #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "Odooサブスクリプションで表示される検証エラーのポップアップウィンドウ。" #: ../../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 ":guilabel:`時間課金価格` テーブルに追加できる明細数に制限は *ありません*。" #: ../../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 "" ":guilabel:`サブスク` としてマークし、プロダクトフォームで :guilabel:`時間課金価格` " "を設定するだけで、既存のプロダクトをサブスクリプションプロダクトにすることができます。" #: ../../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 "" ":doc:`価格表 <../sales/products_prices/prices/pricing>` " "をサブスクリプションプロダクトで使用し、価格表に含まれる顧客に特別価格を提供することができます。" #: ../../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 "これはプロダクトフォームの :guilabel:`時間課金価格` タブか、*販売* アプリケーションの価格表フォームで設定できます。" #: ../../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 "" "プロダクトフォームの :guilabel:`時間課金価格` タブで特定の価格表に対して定期価格規則を作成するには、 :guilabel:`価格表` " "列で価格表を選択します。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "プロダクトフォームの\"時間課金価格\"タブにある価格表。" #: ../../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 "価格表が :guilabel:`時間課金価格` タブに追加されると、*販売* アプリの価格表フォームが自動的に更新されます。" #: ../../content/applications/sales/subscriptions/products.rst:134 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." msgstr "時間課金価格の価格規則は、価格表フォームで直接設定することもできます。" #: ../../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 "" "これを行うには :menuselection:`販売アプリ --> プロダクト --> 価格表` に進み、価格表を選択します(または " ":guilabel:`新規` をクリックして新しい価格表を作成します)。" #: ../../content/applications/sales/subscriptions/products.rst:140 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." msgstr "価格表はOdoo *サブスクリプション* アプリからも同じメニュー手順でアクセスできます。" #: ../../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 "次に、価格表フォームの :guilabel:`時間課金規則` タブの下にある :guilabel:`明細の追加` をクリックします。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "Odoo販売の価格表フォームの時間課金規則タブ。" #: ../../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 "" "次に、サブスクリプションプロダクトを :guilabel:`プロダクト` 列で選択し、繰返期間を :guilabel:`期間` " "列で選択します。最後に、そのプロダクトと期間の :guilabel:`価格` を入力します。必要なだけ明細を追加します。" #: ../../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 "" "価格表フォームに :guilabel:`時間課金規則` が追加されると、プロダクトフォームの :guilabel:`時間課金価格` " "タブが自動的に更新されます。" #: ../../content/applications/sales/subscriptions/products.rst:158 msgid ":doc:`ecommerce`" msgstr ":doc:`eコマース`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew subscriptions" msgstr "サブスクリプションの更新" #: ../../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 "加入者は、週ごと、月ごと、年ごとなど、さまざまな間隔で更新手続きを経験します。-- それらは契約期間によって異なります。" #: ../../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 "サブスクリプション更新" #: ../../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 "必要なプロダクトは1つだけです。" #: ../../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 "Odoo サブスクリプション販売オーダで更新ボタンが表示されます。" #: ../../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 "" " :guilabel:`更新`ボタンがクリックされると、Odooは即座に新規更新見積を提示し、:guilabel:`更新見積`タグを表示します。" #: ../../content/applications/sales/subscriptions/renewals.rst-1 #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renewal quotation in the Odoo Subscriptions application." msgstr "Odooサブスクリプションアプリケーションの更新見積。" #: ../../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 "" " :guilabel:`更新見積`が確定すると販売オーダとなり、ページ上部に :guilabel:`販売履歴`スマートボタンが表示されます。" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Sales History smart button in the Odoo Subscriptions application." msgstr "Odooサブスクリプションアプリケーションの販売履歴スマートボタン。" #: ../../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 "" " :guilabel:`販売履歴`スマートボタンがクリックされると、Odooはサブスクリプションに付随する様々な販売オーダを個別の " ":guilabel:`サブスクリプションステータス`と共に表示します。" #: ../../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 "" "さらに、 :guilabel:`更新見積` が確認されると、販売オーダの上部に :guilabel:`MRR` スマートボタンも表示されます。" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "MRR smart button in the Odoo Subscriptions application." msgstr "OdooサブスクリプションアプリケーションのMRRスマートボタン。" #: ../../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 "クリックすると、特定のサブスクリプションに関連する `MRR分析` の詳細が表示されます。" #: ../../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 "サブスクリプションレポート" #: ../../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 "*リテンション分析* レポートページでは、任意の期間のサブスクリプション保持率を整理した表が表示されます。" #: ../../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 "レポーティングページ要素" #: ../../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 "フィルタとグループ化" #: ../../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 "ビュー" #: ../../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 "" " :guilabel:`サブスクリプション分析`、:guilabel:`MRR内訳`、 " ":guilabel:`MRR分析`のレポートページでは、右上に3つの異なる表示オプションがあります。" #: ../../content/applications/sales/subscriptions/reports.rst:77 msgid "" "There are *no* other view options available on the :guilabel:`Retention " "Analysis` reporting page." msgstr " :guilabel:`リテンション分析`レポートページでは、他のビューオプションは*ありません*。" #: ../../content/applications/sales/subscriptions/reports.rst:79 msgid "The available view options, from left to right, are:" msgstr "左から右へ、利用可能なビューオプションは以下: " #: ../../content/applications/sales/subscriptions/reports.rst:81 msgid ":guilabel:`Graph`" msgstr ":guilabel:`グラフ`" #: ../../content/applications/sales/subscriptions/reports.rst:82 msgid ":guilabel:`List`" msgstr ":guilabel:`リスト`" #: ../../content/applications/sales/subscriptions/reports.rst:83 msgid ":guilabel:`Pivot`" msgstr ":guilabel:`ピボット`" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The different view options available on the Subscriptions Analysis page." msgstr "サブスクリプション分析ページで利用可能な様々な表示オプション。" #: ../../content/applications/sales/subscriptions/reports.rst:89 msgid "Each view has its own series of related view-specific visual options." msgstr "各ビューには、関連する一連のビュー固有のビジュアルオプションがあります。" #: ../../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 "" "グラフ表示を選択すると、検索バーとデータの視覚的表示の間に以下のオプションが表示されます。これらのグラフ固有のオプションは、 " ":guilabel:`測定対象` および :guilabel:`スプレッドシートに挿入` ボタンの右にあります。" #: ../../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 "" "最初の3つのオプションは、左から右へ、異なるグラフ関連のビューを表します。残りのオプションは、特定のグラフ関連データを整理して視覚化する様々な方法を表しています。" #: ../../content/applications/sales/subscriptions/reports.rst:105 msgid "From left to right, the specific graph-related view options are:" msgstr "左から右へ、グラフ関連の表示オプション:" #: ../../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 "" "各グラフ表示オプションには、固有の一連のビジュアルオプションがあり、選択したグラフ関連表示オプションの右側に表示される利用可能なボタンで表されます。" #: ../../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 ":guilabel:`折れ線グラフ` グラフビューを選択すると、以下のビジュアルオプションが利用できます:" #: ../../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 ":guilabel:`円グラフ` グラフビューが選択されている場合、追加のビジュアル・オプションはありません。" #: ../../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 "" "リストビューが選択されている場合、 :guilabel:`指標` ドロップダウンメニューと :guilabel:`スプレッドシートに挿入` ボタンは " "利用* できません*。" #: ../../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 "ピボットビューを選択すると、サブスクリプション評価指標がデータ表に表示されます。" #: ../../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 "左から順に、ピボット固有の表示オプションは以下です:" #: ../../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 "分析対象" #: ../../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 "" "各レポートページで利用可能な様々な分析対象の詳細については、このドキュメントの下にある :ref:`特定のレポーティングページ内訳 " "` を参照して下さい。" #: ../../content/applications/sales/subscriptions/reports.rst:189 msgid "Insert in spreadsheet" msgstr "スプレッドシートに挿入" #: ../../content/applications/sales/subscriptions/reports.rst:191 msgid "" "Beside the :guilabel:`Measures` drop-down menu, there is an " ":guilabel:`Insert in Spreadsheet` button." msgstr ":guilabel:`分析対象` ドロップダウンメニューの横に、:guilabel:`スプレッドシートに挿入` ボタンがあります。" #: ../../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 "" "クリックすると、ポップアップウィンドウを通じて、現在レポートページに表示されている設定データを、新規または既存のスプレッドシートやダッシュボードに追加することができます。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The spreadsheet pop-up window of the Subscriptions Analysis page." msgstr "サブスクリプション分析ページのスプレッドシートポップアップウィンドウ。" #: ../../content/applications/sales/subscriptions/reports.rst:201 msgid "" "Select the desired option from this pop-up window, then click " ":guilabel:`Confirm`." msgstr "このポップアップウィンドウから希望のオプションを選択し、 :guilabel:`確認`をクリックします。" #: ../../content/applications/sales/subscriptions/reports.rst:206 msgid "Reporting pages" msgstr "レポーティングページ" #: ../../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 ":guilabel:`サブスクリプション`" #: ../../content/applications/sales/subscriptions/reports.rst:215 msgid ":guilabel:`Retention`" msgstr ":guilabel:`リテンション`" #: ../../content/applications/sales/subscriptions/reports.rst:216 msgid ":guilabel:`MRR Breakdown`" msgstr ":guilabel:`MRR内訳`" #: ../../content/applications/sales/subscriptions/reports.rst:217 msgid ":guilabel:`MRR Timeline`" msgstr ":guilabel:`MRRタイムライン`" #: ../../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 "" "これらのオプションのいずれかをクリックすると、サブスクリプションデータの特定の側面に焦点を当てた、完全にカスタマイズ可能な別のレポートページが表示されます。" #: ../../content/applications/sales/subscriptions/reports.rst:222 msgid "The following is a breakdown of those four specific reporting pages." msgstr "以下は、これら4つの具体的な報告ページの内訳です。" #: ../../content/applications/sales/subscriptions/reports.rst:225 msgid "Subscriptions analysis" msgstr "サブスクリプション分析" #: ../../content/applications/sales/subscriptions/reports.rst:227 msgid "" "To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to" " :menuselection:`Subscriptions app --> Reporting --> Subscriptions`." msgstr "" ":guilabel:`サブスクリプション分析` レポートページにアクセスするには、 :menuselection:`サブスクリプションアプリ --> " "レポーティング --> サブスクリプション` に移動します。" #: ../../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 "" "デフォルトでは、 :guilabel:`サブスクリプション分析` レポートページでは、 :guilabel:`グラフ` ビューの " ":guilabel:`棒グラフ` オプションが選択されています。" #: ../../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 "以下のフィルタも検索バーにあります: :guilabel:`進行中または一時停止中` と :guilabel:`サブスク`" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default view of the Subscriptions Analysis reporting page in Odoo " "Subscriptions." msgstr "Odooサブスクリプションのサブスクリプション分析レポートページのデフォルトビュー。" #: ../../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 "サブスクリプション分析ページのメジャードロップダウンメニュー。" #: ../../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 "" ":guilabel:`サブスクリプション分析` ページの :guilabel:`分析対象` " "ドロップダウンメニューの指標関連のオプションは以下の通りです:" #: ../../content/applications/sales/subscriptions/reports.rst:250 msgid ":guilabel:`Monthly Recurring`" msgstr ":guilabel:`月次定期`" #: ../../content/applications/sales/subscriptions/reports.rst:251 msgid ":guilabel:`Quantity`" msgstr ":guilabel:`数量`" #: ../../content/applications/sales/subscriptions/reports.rst:252 msgid ":guilabel:`Recurring Revenue`" msgstr ":guilabel:`定期収入`" #: ../../content/applications/sales/subscriptions/reports.rst:253 msgid ":guilabel:`Untaxed Total`" msgstr ":guilabel:`税抜合計`" #: ../../content/applications/sales/subscriptions/reports.rst:254 msgid ":guilabel:`Yearly Recurring`" msgstr ":guilabel:`年次定期`" #: ../../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 ":guilabel:`件数`" #: ../../content/applications/sales/subscriptions/reports.rst:258 msgid "" "The :guilabel:`Monthly Recurring` measure option is selected by default." msgstr "デフォルトでは :guilabel:`月次定期` 分析対象オプションが選択されています。" #: ../../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 "利用可能な分析対象のいずれかがクリックされると、Odooはさらに分析するために選択したデータをレポートページに表示します。" #: ../../content/applications/sales/subscriptions/reports.rst:264 msgid "Retention analysis" msgstr "リテンション分析" #: ../../content/applications/sales/subscriptions/reports.rst:266 msgid "" "To access the :guilabel:`Retention Analysis` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> Retention`." msgstr "" ":guilabel:`リテンション分析` レポートページにアクセスするには、 :menuselection:`サブスクリプションアプリ --> " "レポーティング --> リテンション` に移動します。" #: ../../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 "Odooサブスクリプションのリテンション分析レポートページのデフォルトビュー。" #: ../../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 "" ":guilabel:`リテンション分析` レポートページの :guilabel:`分析対象` " "ドロップダウンメニューをクリックすると、一連の指標関連のオプションが利用可能になります。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The measures drop-down menu of the Retention Analysis page." msgstr "リテンション分析ページの分析対象ドロップダウンメニュー。" #: ../../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 "" ":guilabel:`リテンション分析` レポートページの :guilabel:`分析対象` " "ドロップダウンメニューの指標関連のオプションは以下の通りです:" #: ../../content/applications/sales/subscriptions/reports.rst:287 msgid ":guilabel:`Amount to invoice`" msgstr ":guilabel:`未請求金額`" #: ../../content/applications/sales/subscriptions/reports.rst:288 msgid ":guilabel:`Margin`" msgstr ":guilabel:`マージン`" #: ../../content/applications/sales/subscriptions/reports.rst:289 msgid ":guilabel:`Margin (%)`" msgstr ":guilabel:`マージン (%)`" #: ../../content/applications/sales/subscriptions/reports.rst:290 msgid ":guilabel:`Prepayment percentage`" msgstr ":guilabel:`前払パーセンテージ`" #: ../../content/applications/sales/subscriptions/reports.rst:291 msgid ":guilabel:`Shipping Weight`" msgstr ":guilabel:`配送重量`" #: ../../content/applications/sales/subscriptions/reports.rst:292 msgid ":guilabel:`Unpaid Amount`" msgstr ":guilabel:`未払金額`" #: ../../content/applications/sales/subscriptions/reports.rst:296 msgid "The :guilabel:`Count` measure option is selected by default." msgstr "デフォルトでは :guilabel:`件数` 対象分析オプションが選択されています。" #: ../../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 "" ":guilabel:`リテンション分析` ページの :guilabel:`分析対象` " "ドロップダウンメニューの右側には、様々な期間を含む追加のドロップダウンメニューがあります。デフォルトの期間は :guilabel:`月` です。" #: ../../content/applications/sales/subscriptions/reports.rst:302 msgid "" "When clicked, a drop-down menu of various time period options become " "available." msgstr "クリックすると、様々な期間オプションのドロップダウンメニューが利用可能になります。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The time period drop-down menu of the Retention Analysis page." msgstr "リテンション分析ページの期間ドロップダウンメニュー。" #: ../../content/applications/sales/subscriptions/reports.rst:308 msgid "The time period options are:" msgstr "期間オプションは以下の通り:" #: ../../content/applications/sales/subscriptions/reports.rst:310 msgid ":guilabel:`Day`" msgstr ":guilabel:`日`" #: ../../content/applications/sales/subscriptions/reports.rst:311 msgid ":guilabel:`Week`" msgstr ":guilabel:`週`" #: ../../content/applications/sales/subscriptions/reports.rst:312 msgid ":guilabel:`Month`" msgstr ":guilabel:`月`" #: ../../content/applications/sales/subscriptions/reports.rst:313 msgid ":guilabel:`Year`" msgstr ":guilabel:`年`" #: ../../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 "" "このドロップダウンメニューから期間オプションを選択すると、:guilabel:`リテンション分析` " "レポートページでは、その期間内に設定された分析対象とフィルタのデータが表示されます。" #: ../../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 "" "期間ドロップダウンメニューの右側にはダウンロードボタンがあり、ユーザは :guilabel:`リテンション分析` " "ページに表示されたデータをエクセルファイルとしてダウンロードすることができます。" #: ../../content/applications/sales/subscriptions/reports.rst:322 msgid "MRR breakdown" msgstr "MRR内訳" #: ../../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 "" ":guilabel:`MRR内訳` レポートページにアクセスするには、 :menuselection:`サブスクリプションアプリ --> レポーティング" " --> MRR内訳` に移動します。" #: ../../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 "OdooサブスクリプションのMRR内訳レポートページのデフォルト表示。" #: ../../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 "" ":guilabel:`MRR内訳` レポートページの :guilabel:`分析対象` " "ドロップダウンメニューをクリックすると、一連の指標関連のオプションが利用できるようになります。" #: ../../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 "" ":guilabel:`MRR内訳` レポートページの :guilabel:`分析対象` ドロップダウンメニューの指標関連のオプションは以下の通りです:" #: ../../content/applications/sales/subscriptions/reports.rst:346 #: ../../content/applications/sales/subscriptions/reports.rst:394 msgid ":guilabel:`Active Subscriptions Change`" msgstr ":guilabel:`有効サブスクリプション変更`" #: ../../content/applications/sales/subscriptions/reports.rst:347 #: ../../content/applications/sales/subscriptions/reports.rst:395 msgid ":guilabel:`ARR Change`" msgstr ":guilabel:`ARR変更`" #: ../../content/applications/sales/subscriptions/reports.rst:348 #: ../../content/applications/sales/subscriptions/reports.rst:396 msgid ":guilabel:`MRR Change`" msgstr ":guilabel:`MRR変更`" #: ../../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 "デフォルトでは :guilabel:`MRR変更` 分析対象オプションが選択されています。" #: ../../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 "新しく選択された分析対象オプションは、このレポートページにアクセスしたときに表示されるデフォルトオプションになりました。" #: ../../content/applications/sales/subscriptions/reports.rst:369 msgid "MRR analysis" msgstr "MRR分析" #: ../../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 "" ":guilabel:`MRR分析` レポートページにアクセスするには、 :menuselection:`サブスクリプションアプリ --> レポーティング" " --> MRRタイムライン` に移動します。" #: ../../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 "" "デフォルトでは、 :guilabel:`MRR分析` レポートページに表示されるデータはグラフ表示で、 :guilabel:`棒グラフ` オプション、 " ":guilabel:`積み上げ棒グラフ` オプション、および :guilabel:`累積` オプションが選択されています。" #: ../../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 "OdooサブスクリプションのMRR分析レポートページのデフォルト表示。" #: ../../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 "" ":guilabel:`MRR分析` レポートページの :guilabel:`分析対象` " "ドロップダウンメニューをクリックすると、一連の指標関連のオプションが利用可能になります。" #: ../../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 "" ":guilabel:`MRR分析` レポートページの :guilabel:`分析対象` " "ドロップダウンメニューのメトリック関連のオプションは以下の通りです:" #: ../../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 "請求書作成" #: ../../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 "サブスクリプションのアップセル" #: ../../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 "" "サブスクリプションは繰り返し、期間を設けずに行われます。時間が経つにつれて、顧客はサブスクリプションの内容を変更したいと思うかもしれません。そのため、価格を調整したり、数量を変更したりして、どんなニーズにも対応できる機能が必要です。ここで、サブスクリプションをアップセルする機会が生まれます。" #: ../../content/applications/sales/subscriptions/upselling.rst:9 msgid "Upselling may prove beneficial to the following customer types:" msgstr "アップセルは、次のような顧客タイプにとって有益です:" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*Loyal Customers*" msgstr "*ロイヤル顧客*" #: ../../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 "" "このような顧客は、すでにその企業/ブランドを信頼しており、プロダクト/サービスに対して支払うというパターンを確立しているため、より高価なプロダクト/サービスを販売する背景により確認が持てます。" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*New Customers*" msgstr "*新規顧客*" #: ../../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 "企業やブランドをよく知らない新規顧客に、より高価なプロダクトやサービスを購入してもらうには、新しく魅力的な戦略が必要になります。" #: ../../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 "このような場合には、値引が役に立ちます。通常、サブスクリプションは一定期間で終了します。" #: ../../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 "" "そのため、こうした高価なプロダクト/サービスを新規顧客に値引価格で提供すれば、販売につながると同時に、顧客と企業/ブランドとの間に強い信頼感を築くことができます。その結果、顧客は時間の経過とともに安心感と信頼感を増し、顧客リテンションを高めることができます。" #: ../../content/applications/sales/subscriptions/upselling.rst:28 msgid "Discount configuration" msgstr "値引設定" #: ../../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 "値引を利用して新規顧客にサブスクリプションをアップセルするためには、*値引* 機能を有効にする **必要があります **。" #: ../../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 "" "*値引*機能を有効にするには、 :menuselection:`販売アプリ --> 設定 --> 管理設定` に移動し、 " ":guilabel:`価格設定` セクションまでスクロールし、 :guilabel:`値引` の横にあるチェックボックスにチェックを入れます。そして " ":guilabel:`保存` をクリックします。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Activation of the discount option in Odoo Sales." msgstr "Odoo販売の値引オプションの有効化。" #: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" "With that feature activated, the ability to grant discounts on sales order " "lines." msgstr "この機能を有効にすると、販売オーダ明細に値引を適用することができます。" #: ../../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 "" "サブスクリプションをアップセルする前に、 " "サブスクリプションプロダクトを使用して:doc:`見積作成<.../subscriptions>`をする方法についてのドキュメントを確認して下さい。" #: ../../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 "" "サブスクリプション付きの見積を確認すると、正式に販売オーダとなり、Odoo *サブスクリプション* " "アプリケーションに新しいサブスクリプションが作成されます。" #: ../../content/applications/sales/subscriptions/upselling.rst:53 msgid "" "The subscription sales order **must** be invoiced *before* an upsell can " "occur." msgstr "サブスクリプション販売オーダは、アップセルを行う *前* に請求書を発行する **必要があります**。" #: ../../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 "" "*販売* または *サブスクリプション* アプリケーションのいずれかで、サブスクリプションの販売オーダが開かれると、販売オーダの上部にある " ":guilabel:`アップセル` ボタンを介して、そのサブスクリプションをアップセルする機能が利用可能になります。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "Odooサブスクリプションの販売オーダのアップセルボタン。" #: ../../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 "" ":guilabel:`アップセル` ボタンがクリックされると、新しい見積フォームが表示され、右上に :guilabel:`アップセル` " "ステータスのバナーが表示されます。最初のサブスクリプションプロダクトは既に :guilabel:`オーダ明細` タブにあります。" #: ../../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 "" "また、:guilabel:`オーダ明細` " "タブの最初のサブスクリプションプロダクトの下に、定期プロダクトが日割計算された期間に応じて値引されることをユーザに知らせる警告があります。" #: ../../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 "" "この新しいアップセル見積フォームから、 :guilabel:`プロダクト追加` をクリックし、希望するサブスクリプションプロダクトを選択して、 " ":guilabel:`オーダ明細` タブに新しいサブスクリプションプロダクトを追加します。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "Odooサブスクリプションのアップセルオプションでサブスクリプションにプロダクトを追加します" #: ../../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 "" "希望するアップセルのサブスクリプションプロダクトが追加されたら、 :guilabel:`メールで送信` " "ボタンをクリックして、承認してもらうために顧客に送信することができます。" #: ../../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 "" "見積が顧客によって確認されると、アップセルプロダクトが最初のサブスクリプションに追加されます。見積価格は、現在の請求書発行期間の残りの期間で日割計算されます。" #: ../../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 "新しい見積を顧客に送信する前に、単価、税金、さらには値引を適用することができます。" #: ../../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 "" "顧客が承認したら、見積の :guilabel:`確認` ボタンをクリックし、販売オーダとします。これがクリックされると、:guilabel:`販売履歴`" " スマートボタンが表示され、この最初のサブスクリプションオーダにいくつの販売オーダがついているかが表示されます。" #: ../../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 "" ":guilabel:`販売履歴` スマートボタンをクリックすると、Odooは関連する販売オーダのリストを含む別ページを表示し、それぞれの " ":guilabel:`サブスクリプションステータス` を明確に表示します。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "The related sales order viewable from the Sales History smart button in Odoo" " Subscriptions." msgstr "関連する販売オーダは、Odooサブスクリプションの販売履歴スマートボタンから確認できます。"