# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Yenthe Van Ginneken , 2024 # Gunther Clauwaert , 2024 # Jolien De Paepe, 2024 # Erwin van der Ploeg , 2024 # Martin Trigaux, 2024 # Wil Odoo, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-01-28 12:25+0000\n" "PO-Revision-Date: 2024-10-08 06:34+0000\n" "Last-Translator: Wil Odoo, 2024\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: nl\n" "Plural-Forms: nplurals=2; plural=(n != 1);\n" #: ../../content/applications/essentials.rst:3 msgid "Odoo essentials" msgstr "" #: ../../content/applications/essentials/activities.rst:3 msgid "Activities" msgstr "Activiteiten" #: ../../content/applications/essentials/activities.rst:7 msgid "*Activities* are follow-up tasks tied to a record in an Odoo database." msgstr "" #: ../../content/applications/essentials/activities.rst:11 msgid "" "The icon used to display activities varies, depending on the :ref:`activity " "type `:" msgstr "" #: ../../content/applications/essentials/activities.rst:14 msgid "" ":icon:`fa-clock-o` :guilabel:`(clock)` icon: the default activities icon." msgstr "" #: ../../content/applications/essentials/activities.rst:15 msgid ":icon:`fa-phone` :guilabel:`(phone)` icon: a phone call is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:16 msgid "" ":icon:`fa-envelope` :guilabel:`(envelope)` icon: an email is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:17 msgid ":icon:`fa-check` :guilabel:`(check)` icon: a \"to-do\" is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:18 msgid ":icon:`fa-users` :guilabel:`(people)` icon: a meeting is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:19 msgid "" ":icon:`fa-upload` :guilabel:`(upload)` icon: a document is scheduled to be " "uploaded." msgstr "" #: ../../content/applications/essentials/activities.rst:20 msgid "" ":icon:`fa-pencil-square-o` :guilabel:`(request signature)` icon: a signature" " request is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:23 msgid "Schedule activities" msgstr "Activiteiten plannen" #: ../../content/applications/essentials/activities.rst:25 msgid "" "Activities can be scheduled on any page of the database that contains a " ":ref:`chatter ` thread, :ref:`Kanban view " "`, :ref:`list view `, or " ":ref:`activities view ` of an application." msgstr "" #: ../../content/applications/essentials/activities.rst:32 msgid "Chatter" msgstr "Chatter" #: ../../content/applications/essentials/activities.rst:34 msgid "Activities can be created from the chatter on any record." msgstr "" #: ../../content/applications/essentials/activities.rst:36 msgid "" "To schedule a new activity, click the :guilabel:`Activities` button, located" " at the top of the chatter. In the :guilabel:`Schedule Activity` pop-up " "window that appears, :ref:`fill out the Schedule Activity form " "`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "New activity type form." msgstr "" #: ../../content/applications/essentials/activities.rst:47 msgid "Kanban view" msgstr "Kanban-weergave" #: ../../content/applications/essentials/activities.rst:49 msgid "" "Activities can also be created from the :icon:`oi-view-kanban` " ":guilabel:`(Kanban)` view." msgstr "" #: ../../content/applications/essentials/activities.rst:51 msgid "" "To do so, click on the |clock| located at the bottom of an individual " "record." msgstr "" #: ../../content/applications/essentials/activities.rst:53 msgid "" "Click :guilabel:`+ Schedule An Activity`, then proceed to :ref:`fill out the" " Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:61 #: ../../content/applications/essentials/activities.rst:79 msgid "" "If a record already has a scheduled activity, the |clock| is replaced by the" " icon that represents the existing scheduled activity. Click on the activity" " type's icon to schedule another activity." msgstr "" #: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "Lijstweergave" #: ../../content/applications/essentials/activities.rst:69 msgid "" "Activities can also be created from a :icon:`oi-view-list` " ":guilabel:`(list)` view." msgstr "" #: ../../content/applications/essentials/activities.rst:71 msgid "" "If the :guilabel:`Activities` column is hidden, reveal it using the " ":icon:`oi-settings-adjust` :guilabel:`(settings adjust)` icon in the far-" "right of the top row." msgstr "" #: ../../content/applications/essentials/activities.rst:74 msgid "" "Then, click on the |clock| for the record the activity is being added to, " "and click :guilabel:`+ Schedule an activity`. Proceed to :ref:`fill out the " "Schedule Activity form ` that appears." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:89 msgid "Activity view" msgstr "Activiteit weergave" #: ../../content/applications/essentials/activities.rst:91 msgid "" "Most applications in Odoo have an *Activity* view available. If available, a" " |clock| is visible in the top-right corner of the main menu bar, amongst " "the other view option icons." msgstr "" #: ../../content/applications/essentials/activities.rst:94 msgid "To open the activity view, click the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Top-right menu with the Activities icon called out." msgstr "" #: ../../content/applications/essentials/activities.rst:100 msgid "" "In this view, all the available activities are listed in the columns, while " "the horizontal entries represent all the individual records." msgstr "" #: ../../content/applications/essentials/activities.rst:103 msgid "" "Activities that appear green have a due date in the future, activities that " "appear orange are due today, while activities appearing red are overdue." msgstr "" #: ../../content/applications/essentials/activities.rst:106 msgid "" "Color bars in each column represent records for specific activity types, and" " display a number indicating how many activities are scheduled for that " "type." msgstr "" #: ../../content/applications/essentials/activities.rst:109 msgid "" "If multiple activity types are scheduled for a record, a number appears in " "the box, indicating the total number of scheduled activities." msgstr "" #: ../../content/applications/essentials/activities.rst:113 msgid "" "Activity colors, and their relation to an activity's due date, are " "consistent throughout Odoo, regardless of the activity type, or the view." msgstr "" #: ../../content/applications/essentials/activities.rst:116 msgid "" "To schedule an activity for a record, hover over the corresponding field. " "Click the :icon:`fa-plus` :guilabel:`(plus)` icon that appears, and then " ":ref:`fill out the Schedule Activity form `." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:127 msgid "Schedule Activity form" msgstr "" #: ../../content/applications/essentials/activities.rst:129 msgid "" "Activities can be scheduled from many different places, such as from the " ":ref:`chatter ` of a record, or from one of multiple " "views in an application, when available: the :ref:`Kanban view " "`, :ref:`list view `, or :ref:`activity " "view `." msgstr "" #: ../../content/applications/essentials/activities.rst:134 #: ../../content/applications/essentials/activities.rst:210 msgid "Enter the following information on the form:" msgstr "" #: ../../content/applications/essentials/activities.rst:136 msgid "" ":guilabel:`Activity Type`: select the type of activity from the drop-down " "menu. The default options are: :guilabel:`Email`, :guilabel:`Call`, " ":guilabel:`Meeting`, or :guilabel:`To-Do`. Depending on what other " "applications are installed, additional options may be available." msgstr "" #: ../../content/applications/essentials/activities.rst:139 msgid "" ":guilabel:`Summary`: enter a short title for the activity, such as `Discuss " "Proposal`." msgstr "" #: ../../content/applications/essentials/activities.rst:140 msgid "" ":guilabel:`Due Date`: using the calendar popover, select the activity's " "deadline." msgstr "" #: ../../content/applications/essentials/activities.rst:141 msgid "" ":guilabel:`Assigned to`: by default, the current user populates this field. " "To assign a different user to the activity, select them from the drop-down " "menu." msgstr "" #: ../../content/applications/essentials/activities.rst:143 msgid "" ":guilabel:`Notes`: add any additional information for the activity in this " "field." msgstr "" #: ../../content/applications/essentials/activities.rst:145 msgid "" "When the :guilabel:`Schedule Activity` pop-up window is completed, click one" " of the following buttons:" msgstr "" #: ../../content/applications/essentials/activities.rst:148 msgid "" ":guilabel:`Open Calendar`: opens the user's calendar to add and schedule the" " activity." msgstr "" #: ../../content/applications/essentials/activities.rst:150 msgid "" "Click on the desired date and time for the activity, and a :guilabel:`New " "Event` pop-up window appears. The summary from the *Schedule Activity* pop-" "up window populates the :guilabel:`Title` field." msgstr "" #: ../../content/applications/essentials/activities.rst:154 msgid "" "Enter the information in the :guilabel:`New Event` pop-up window, then click" " :guilabel:`Save & Close` to schedule it. Once scheduled, the activity is " "added to the chatter under the :guilabel:`Planned Activities` section." msgstr "" #: ../../content/applications/essentials/activities.rst:159 msgid "" "The :guilabel:`Open Calendar` button **only** appears if the " ":guilabel:`Activity Type` is set to either :guilabel:`Call` or " ":guilabel:`Meeting`." msgstr "" #: ../../content/applications/essentials/activities.rst:162 msgid "" ":guilabel:`Schedule`: schedules the activity, and adds the activity to the " "chatter under :guilabel:`Planned Activities`." msgstr "" #: ../../content/applications/essentials/activities.rst:164 msgid "" ":guilabel:`Schedule & Mark as Done`: adds the details of the activity to the" " chatter under :guilabel:`Today`. The activity is not scheduled, and is " "automatically marked as done." msgstr "" #: ../../content/applications/essentials/activities.rst:166 msgid "" ":guilabel:`Done & Schedule Next`: adds the details of the activity to the " "chatter under :guilabel:`Today`. The activity is not scheduled, is " "automatically marked as done, and a new :guilabel:`Schedule Activity` pop-up" " window appears." msgstr "" #: ../../content/applications/essentials/activities.rst:169 msgid "" ":guilabel:`Cancel`: discards any changes made on the :guilabel:`Schedule " "Activity` pop-up window." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "View of CRM leads and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:178 msgid "All scheduled activities" msgstr "" #: ../../content/applications/essentials/activities.rst:180 msgid "" "To view a consolidated list of activities, organized by application, click " "the |clock| in the header menu, located in the top-right corner." msgstr "" #: ../../content/applications/essentials/activities.rst:183 msgid "" "If any activities are scheduled, the number of activities appear in a red " "bubble on the |clock|." msgstr "" #: ../../content/applications/essentials/activities.rst:186 msgid "" "All activities for each application are further divided into subsections, " "indicating where in the application the activity is to be completed. Each " "sub-section lists the number of scheduled activities that are " ":guilabel:`Late`, due :guilabel:`Today`, and scheduled in the " ":guilabel:`Future`." msgstr "" #: ../../content/applications/essentials/activities.rst:192 msgid "" "In the *Time Off* application, one activity is scheduled to be done in the " "*All Time Off* requests dashboard, and six activities are scheduled to be " "done in the *Allocations* dashboard." msgstr "" #: ../../content/applications/essentials/activities.rst:195 msgid "" "These requests appear in two separate lists in the all activities drop-down " "menu: one labeled `Time Off` and one labeled `Time Off Allocation`." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "" "The list of activities that is accessed from the main menu bar. Two entries for the Time\n" "Off application are highlighted." msgstr "" #: ../../content/applications/essentials/activities.rst:204 msgid "Request a document" msgstr "" #: ../../content/applications/essentials/activities.rst:206 msgid "" "The option to :guilabel:`Request a Document` is available at the bottom of " "the list of :ref:`all scheduled activities `, the option to " ":guilabel:`Request a Document` appears. Click :guilabel:`Request a " "Document`, and a :guilabel:`Request a file` pop-up window appears." msgstr "" #: ../../content/applications/essentials/activities.rst:212 msgid "" ":guilabel:`Document Name`: enter a name for the document being requested." msgstr "" #: ../../content/applications/essentials/activities.rst:213 msgid "" ":guilabel:`Request To`: select the user the document is being requested from" " using the drop-down menu." msgstr "" #: ../../content/applications/essentials/activities.rst:215 msgid "" ":guilabel:`Due Date In`: enter a numerical value indicating when the " "document is due. Next to this field, a :guilabel:`Days` field is visible. " "Click :guilabel:`Days`, the default option, to reveal a drop-down menu. " "Select the desired time-frame option from the list. The options are " ":guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" #: ../../content/applications/essentials/activities.rst:219 msgid "" ":guilabel:`Workspace`: using the drop-down menu, select the specific " ":ref:`Workspace ` the document is being uploaded to." msgstr "" #: ../../content/applications/essentials/activities.rst:221 msgid "" ":guilabel:`Tags`: select any desired tags from the drop-down menu. The " "available tags displayed are based on the tags configured for the selected " ":guilabel:`Workspace`." msgstr "" #: ../../content/applications/essentials/activities.rst:223 msgid "" ":guilabel:`Message`: enter a message to clarify the document request in this" " field." msgstr "" #: ../../content/applications/essentials/activities.rst:225 msgid "" "When all the fields are completed, click :guilabel:`Request` to send the " "document request." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "The Request a file form, with all fields filled out to request a contract." msgstr "" #: ../../content/applications/essentials/activities.rst:234 msgid "Activity types" msgstr "Soorten activiteiten" #: ../../content/applications/essentials/activities.rst:236 msgid "" "To view the currently configured types of activities in the database, " "navigate to :menuselection:`Settings app --> Discuss section --> Activities " "setting --> Activity Types`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Activity Types button in the Settings application under the Discuss section." msgstr "" #: ../../content/applications/essentials/activities.rst:243 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" #: ../../content/applications/essentials/activities.rst:246 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " "*CRM* application, go to :menuselection:`CRM app --> Configuration --> " "Activity Types`." msgstr "" "Afzonderlijke applicaties hebben een lijst met *Activiteitstypen* die aan " "die applicatie zijn gekoppeld. Om bijvoorbeeld de beschikbare activiteiten " "voor de *CRM* applicatie te bekijken en te bewerken, ga je naar " ":menuselection:`CRM app --> Configuratie --> Activiteittypen`." #: ../../content/applications/essentials/activities.rst-1 msgid "The list of activity types already configured and available." msgstr "" #: ../../content/applications/essentials/activities.rst:255 msgid "Edit activity types" msgstr "" #: ../../content/applications/essentials/activities.rst:257 msgid "" "To edit an existing :ref:`activity type `, click on the " "activity type, and the activity type form loads." msgstr "" #: ../../content/applications/essentials/activities.rst:260 msgid "" "Make any desired changes to the activity type form. The form automatically " "saves, but it can be saved manually at any time by clicking the " ":guilabel:`Save Manually` option, represented by a :icon:`fa-cloud-upload` " ":guilabel:`(cloud upload)` icon, located in the top-left corner of the page." msgstr "" #: ../../content/applications/essentials/activities.rst:265 msgid "Create new activity types" msgstr "" #: ../../content/applications/essentials/activities.rst:267 msgid "" "To create a new :ref:`activity type `, click " ":guilabel:`New` from the :guilabel:`Activity Types` page, and a blank " "activity type form loads." msgstr "" #: ../../content/applications/essentials/activities.rst:270 msgid "" "Enter a :guilabel:`Name` for the activity type at the top of the form, then " "enter the following information on the form." msgstr "" #: ../../content/applications/essentials/activities.rst:274 msgid "Activity Settings section" msgstr "" #: ../../content/applications/essentials/activities.rst:276 msgid "" ":guilabel:`Action`: using the drop-down menu, select an action associated " "with this new activity type. Some actions trigger specific behaviors after " "an activity is scheduled, such as:" msgstr "" #: ../../content/applications/essentials/activities.rst:279 msgid "" ":guilabel:`Upload Document`: if selected, a link to upload a document is " "automatically added to the planned activity in the chatter." msgstr "" #: ../../content/applications/essentials/activities.rst:281 msgid "" ":guilabel:`Call` or :guilabel:`Meeting`: if selected, users have the option " "to open their calendar to select a date and time for the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:283 msgid "" ":guilabel:`Request Signature`: if selected, a link to open a signature " "request pop-up window is automatically added to the planned activity in the " "chatter. This requires the Odoo *Sign* application to be installed." msgstr "" #: ../../content/applications/essentials/activities.rst:288 msgid "" "Available activity types vary based on the installed applications in the " "database." msgstr "" #: ../../content/applications/essentials/activities.rst:290 msgid "" ":guilabel:`Folder`: select a specific :ref:`workspace " "` folder to save a document to. This field **only** " "appears if :guilabel:`Upload Document` is selected for the " ":guilabel:`Action`." msgstr "" #: ../../content/applications/essentials/activities.rst:294 msgid "" "Using the drop-down menu, select the :guilabel:`Folder` the document is " "saved to." msgstr "" #: ../../content/applications/essentials/activities.rst:296 msgid "" ":guilabel:`Default User`: select a user from the drop-down menu to " "automatically assign this activity to the selected user when this activity " "type is scheduled. If this field is left blank, the activity is assigned to " "the user who creates the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:299 msgid "" ":guilabel:`Default Summary`: enter a note to include whenever this activity " "type is created." msgstr "" #: ../../content/applications/essentials/activities.rst:302 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" #: ../../content/applications/essentials/activities.rst:306 msgid "" ":guilabel:`Keep Done`: tick this checkbox to keep activities that have been " "marked as `Done` visible in the :ref:`activity view `." msgstr "" #: ../../content/applications/essentials/activities.rst:308 msgid ":guilabel:`Default Note`: enter any notes to appear with the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:311 msgid "Next Activity section" msgstr "" #: ../../content/applications/essentials/activities.rst:313 msgid "" "It is possible to have another activity either suggested or triggered. To do" " so, configure the :guilabel:`Next Activity` section." msgstr "" #: ../../content/applications/essentials/activities.rst:316 msgid "" ":guilabel:`Chaining Type`: select either :guilabel:`Suggest Next Activity` " "or :guilabel:`Trigger Next Activity` from the drop-down menu. Depending on " "the selected option, either the :guilabel:`Suggest` or :guilabel:`Trigger` " "field is displayed." msgstr "" #: ../../content/applications/essentials/activities.rst:321 msgid "" "The :guilabel:`Chaining Type` field does **not** appear if :guilabel:`Upload" " Document` is selected for the :guilabel:`Action`." msgstr "" #: ../../content/applications/essentials/activities.rst:324 msgid "" ":guilabel:`Suggest/Trigger`: depending on what is selected for the " ":guilabel:`Chaining Type`, this field either displays :guilabel:`Suggest` or" " :guilabel:`Trigger`. Using the drop-down menu, select the activity to " "recommend or schedule as a follow-up task to the activity type." msgstr "" #: ../../content/applications/essentials/activities.rst:327 msgid "" ":guilabel:`Schedule`: configure when the next activity is suggested or " "triggered." msgstr "" #: ../../content/applications/essentials/activities.rst:329 msgid "" "First, enter a numerical value indicating when the activity is suggested or " "triggered." msgstr "" #: ../../content/applications/essentials/activities.rst:331 msgid "" "Next to this field, a :guilabel:`Days` field is visible. Click " ":guilabel:`Days`, the default option, to reveal a drop-down menu. Select the" " desired time-frame option from the list. The options are :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`." msgstr "" #: ../../content/applications/essentials/activities.rst:335 msgid "" "Lastly, using the drop-down menu, select whether the activity is scheduled " "or triggered either :guilabel:`after previous activity deadline` or " ":guilabel:`after completion date`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "A new Activity form with all the fields filled out." msgstr "" #: ../../content/applications/essentials/activities.rst:343 msgid ":doc:`../productivity/discuss`" msgstr "" #: ../../content/applications/essentials/activities.rst:344 msgid ":doc:`../productivity/discuss/team_communication`" msgstr "" #: ../../content/applications/essentials/activities.rst:345 msgid ":doc:`../sales/crm/optimize/utilize_activities`" msgstr "" #: ../../content/applications/essentials/contacts.rst:5 msgid "Contacts" msgstr "Contacten" #: ../../content/applications/essentials/contacts.rst:7 msgid "" "Contacts are created in the **Contacts** application for customers the " "company does business with through Odoo. A contact is a repository of vital " "business information, facilitating communication and business transactions." msgstr "" #: ../../content/applications/essentials/contacts.rst:12 msgid "Contact form" msgstr "" #: ../../content/applications/essentials/contacts.rst:14 msgid "" "To create a new contact, navigate to the :menuselection:`Contacts app`, and " "click :guilabel:`Create`. A new form appears where various contact " "information can be added." msgstr "" #: ../../content/applications/essentials/contacts.rst:18 msgid "Contact type" msgstr "" #: ../../content/applications/essentials/contacts.rst:20 msgid "" "Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " "contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " "depending on the type of contact that is being added." msgstr "" #: ../../content/applications/essentials/contacts.rst:24 msgid "Name" msgstr "Naam" #: ../../content/applications/essentials/contacts.rst:26 msgid "" "First, fill in the name of the :guilabel:`Individual` or " ":guilabel:`Company`. This is how the name appears throughout the database. " "This field is **mandatory**." msgstr "" #: ../../content/applications/essentials/contacts.rst:30 msgid "" ":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " "linked to it. After selecting :guilabel:`Individual`, a new " ":guilabel:`Company Name...` field appears below the first name field." msgstr "" #: ../../content/applications/essentials/contacts.rst:35 msgid "Address" msgstr "Adres" #: ../../content/applications/essentials/contacts.rst:37 msgid "" "Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " ":guilabel:`Individual`." msgstr "" #: ../../content/applications/essentials/contacts.rst:40 msgid "" "If the :guilabel:`Individual` option is chosen, then the *type of address* " "can be chosen from a drop-down menu. Options for this drop-down menu " "include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " ":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " ":guilabel:`Private Address`." msgstr "" #: ../../content/applications/essentials/contacts.rst:46 msgid "Additional fields" msgstr "" #: ../../content/applications/essentials/contacts.rst:48 msgid "" "Additional details are included on the initial form. The following fields " "are available:" msgstr "" #: ../../content/applications/essentials/contacts.rst:50 msgid ":guilabel:`VAT`: Value Added Tax number." msgstr "" #: ../../content/applications/essentials/contacts.rst:51 msgid "" ":guilabel:`Citizen Identification`: citizen or government identification " "number (only available on :guilabel:`Individual`)." msgstr "" #: ../../content/applications/essentials/contacts.rst:53 msgid "" ":guilabel:`Job Position`: list the job position of the " ":guilabel:`Individual` (only available on :guilabel:`Individual`)." msgstr "" #: ../../content/applications/essentials/contacts.rst:55 msgid "" ":guilabel:`Phone`: list phone number (with country code). Make a call, send " "an SMS, or WhatsApp message by hovering over the field on the saved form, " "and clicking the desired option." msgstr "" #: ../../content/applications/essentials/contacts.rst:57 msgid "" ":guilabel:`Mobile`: list mobile phone number (with country code). Make a " "call, send an SMS, or WhatsApp message by hovering over the field on the " "saved form, and clicking on the desired option." msgstr "" #: ../../content/applications/essentials/contacts.rst:59 msgid ":guilabel:`Email`: enter the email address with the domain." msgstr "" #: ../../content/applications/essentials/contacts.rst:60 msgid "" ":guilabel:`Website`: enter the full website address, starting with `http` or" " `https`." msgstr "" #: ../../content/applications/essentials/contacts.rst:61 msgid "" ":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " ":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" " one directly from this field." msgstr "" #: ../../content/applications/essentials/contacts.rst:63 msgid "" ":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " "clicking the drop-down menu, and selecting one. To create a new one, type " "the new tag in the field, and click :guilabel:`Create` from the resulting " "drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:68 msgid "Contacts & Addresses tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:70 msgid "" "At the bottom of the contact form are several tabs. On the " ":guilabel:`Contacts & Addresses` tab, contacts can be added that are " "associated with a :guilabel:`Company` and related addresses. For example, a " "specific contact person for the company can be listed here." msgstr "" #: ../../content/applications/essentials/contacts.rst:74 msgid "" "Multiple addresses can be added on both :guilabel:`Individual` and " ":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " ":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " "Contact` pop-up form, in which additional addresses can be configured." msgstr "" #: ../../content/applications/essentials/contacts.rst-1 msgid "Add a contact/address to the contact form." msgstr "Voeg een contact/adres toe aan het contactformulier." #: ../../content/applications/essentials/contacts.rst:82 msgid "" "On the :guilabel:`Create Contact` pop-up form, start by clicking the default" " :guilabel:`Other Address` field at the top to reveal a drop-down menu of " "address-related options." msgstr "" #: ../../content/applications/essentials/contacts.rst:85 msgid "Select any of the following options:" msgstr "Selecteer een van de volgende opties:" #: ../../content/applications/essentials/contacts.rst:87 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr "" ":guilabel:`Contact`: voegt nog een contact toe aan het bestaande " "contactformulier." #: ../../content/applications/essentials/contacts.rst:88 msgid "" ":guilabel:`Invoice Address`: adds a specific invoice address to the existing" " contact form." msgstr "" ":guilabel:`Factuuradres`: voegt een specifiek factuuradres toe aan het " "bestaande contactformulier." #: ../../content/applications/essentials/contacts.rst:89 msgid "" ":guilabel:`Delivery Address`: adds a specific delivery address to the " "existing contact form." msgstr "" ":guilabel:`Afleveradres`: voegt een specifiek afleveradres toe aan het " "bestaande contactformulier." #: ../../content/applications/essentials/contacts.rst:90 msgid "" ":guilabel:`Other Address`: adds an alternate address to the existing contact" " form." msgstr "" ":guilabel:`Ander adres`: voegt een alternatief adres toe aan het bestaande " "contactformulier." #: ../../content/applications/essentials/contacts.rst:91 msgid "" ":guilabel:`Private Address`: adds a private address to the existing contact " "form." msgstr "" ":guilabel:`Privéadres`: voegt een privéadres toe aan het bestaande " "contactformulier." #: ../../content/applications/essentials/contacts.rst-1 msgid "Create a new contact/address on a contact form." msgstr "Maak een nieuw contact/adres aan op een contactformulier." #: ../../content/applications/essentials/contacts.rst:97 msgid "" "Once an option is selected, enter the corresponding contact information that" " should be used for the specified address type." msgstr "" #: ../../content/applications/essentials/contacts.rst:100 msgid "" "Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " "along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." msgstr "" #: ../../content/applications/essentials/contacts.rst:103 msgid "" "Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " "address type has been selected. This is similar to the " ":guilabel:`Individual` contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:106 msgid "" "To add a note, click on the text field next to :guilabel:`Notes`, and write " "anything that is applicable to the customer or contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:109 msgid "" "Then, click :guilabel:`Save & Close` to save the address, and close the " ":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " "the address, and immediately input another one." msgstr "" #: ../../content/applications/essentials/contacts.rst:113 msgid "Sales & Purchase tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:115 msgid "" "Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " "*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:118 msgid "" "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " "Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " "menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:122 msgid "Sales section" msgstr "Verkoopgedeelte" #: ../../content/applications/essentials/contacts.rst:124 msgid "" "Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " "be assigned to a contact. To do that, click the :guilabel:`Salesperson` " "drop-down field, and select one. Create a new :guilabel:`Salesperson` by " "typing the user's name, and making the appropriate selection." msgstr "" #: ../../content/applications/essentials/contacts.rst:128 msgid "" "Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " "also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " "Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " "or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " "menu to choose the appropriate :guilabel:`Pricelist`." msgstr "" #: ../../content/applications/essentials/contacts.rst:133 msgid "" "Click into the :guilabel:`Delivery Method` field to select an option from " "the drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:136 msgid "Point Of Sale section" msgstr "" #: ../../content/applications/essentials/contacts.rst:138 msgid "" "Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " "that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" " field to track points the user won as part of a *Loyalty Program*." msgstr "" #: ../../content/applications/essentials/contacts.rst:143 msgid "Purchase section" msgstr "" #: ../../content/applications/essentials/contacts.rst:145 msgid "" "Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " "preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " "can be set here, as well." msgstr "" #: ../../content/applications/essentials/contacts.rst:149 msgid "Misc section" msgstr "" #: ../../content/applications/essentials/contacts.rst:151 msgid "" "Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " "any additional information for this contact. If this contact should only be " "accessible for one company in a multi-company database, select it from the " ":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" "down menu to restrict the publishing of this contact to one website (if " "working on a database with multiple websites). Select one or more " ":guilabel:`Website Tags` to assist in filtering published customers on the " "`/customers` website page. Select an :guilabel:`Industry` for this contact " "from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " "*Helpdesk* SLA policy to this contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:161 msgid "Accounting tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:163 msgid "" "The :guilabel:`Accounting` tab appears when the *Accounting* application is " "installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " "set default :guilabel:`Accounting entries`." msgstr "" #: ../../content/applications/essentials/contacts.rst:166 msgid "" "Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " "to enter a Legal Entity Identifier, if necessary." msgstr "" #: ../../content/applications/essentials/contacts.rst:170 msgid "Internal Notes tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:172 msgid "" "Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " "tab, where notes can be left on this contact form, just like on the contact " "form noted above." msgstr "" #: ../../content/applications/essentials/contacts.rst:176 msgid "Partner Assignment tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:178 msgid "" "Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" " :guilabel:`Geolocation` section, and other partner options, including " ":guilabel:`Partner Activation` and :guilabel:`Partner Review` " "configurations. These are **only** present when the *Resellers* module is " "installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:183 msgid "" "Follow the :doc:`Resellers documentation " "<../sales/crm/track_leads/resellers>` for more information on publishing " "partners on the website." msgstr "" #: ../../content/applications/essentials/contacts.rst:187 msgid "Membership tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:189 msgid "" "Finally, there is the :guilabel:`Membership` tab on contact forms, which can" " help users manage any memberships that are being offered to this specific " "contact. It should be noted that this tab **only** appears when the " "*Members* application is installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:194 msgid "Activate membership" msgstr "" #: ../../content/applications/essentials/contacts.rst:196 msgid "" "To activate a contact's membership, click :guilabel:`Buy Membership` in the " ":guilabel:`Membership` tab of a contact form. On the pop-up window that " "appears, select a :guilabel:`Membership` from the drop-down menu. Then, " "configure a :guilabel:`Member Price`. Click :guilabel:`Invoice Membership` " "when both fields are filled in." msgstr "" #: ../../content/applications/essentials/contacts.rst:201 msgid "" "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " "checkbox, in the :guilabel:`Membership` tab of a contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:205 msgid "" "Follow the :doc:`Members documentation <../sales/members>` for more " "information on publishing members on the website." msgstr "" #: ../../content/applications/essentials/contacts.rst:209 msgid "Smart buttons" msgstr "" #: ../../content/applications/essentials/contacts.rst:211 msgid "" "At the top of the contact form, there are some additional options available," " known as *smart buttons*." msgstr "" #: ../../content/applications/essentials/contacts.rst:214 msgid "" "Here, Odoo displays a variety of records, related to this contact, that were" " created on other apps. Odoo integrates information from every single app, " "so there are many smart buttons." msgstr "" #: ../../content/applications/essentials/contacts.rst:218 msgid "" "For example, there is an :guilabel:`Opportunities` smart button, where all " "the opportunities related to this customer from the *CRM* app are " "accessible." msgstr "" #: ../../content/applications/essentials/contacts.rst:222 msgid "" "If the corresponding applications are installed, their related smart buttons" " appear automatically on a contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:225 msgid "" "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " "Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " ":guilabel:`More` smart button reveals additional options, via a drop-down " "menu. A user can even quickly access :guilabel:`Purchases`, " ":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " ":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " ":guilabel:`Partner Ledger` connected to this contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:231 msgid "" "Deliveries, documents, loyalty cards, and direct debits are *also* linked to" " smart buttons, like this, should there be any outstanding/on-file for this " "contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:234 msgid "" "If the contact is a partner, the user can visit their partner page on the " "Odoo-built website by clicking the :guilabel:`Go to Website` smart button." msgstr "" #: ../../content/applications/essentials/contacts.rst:238 msgid "Archive contacts" msgstr "" #: ../../content/applications/essentials/contacts.rst:240 msgid "" "If a user decides they no longer want to have this contact active, the " "record can be archived. To do that, go to the :icon:`fa-cog` " ":guilabel:`Action` menu at the top of the contact form, and click " ":guilabel:`Archive`." msgstr "" #: ../../content/applications/essentials/contacts.rst:244 msgid "" "Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" "up window." msgstr "" #: ../../content/applications/essentials/contacts.rst:246 msgid "" "With this contact successfully archived, as indicated by a banner at the " "top, they do not show up in the main contacts page, but they can still be " "searched for with the :guilabel:`Archived` filter." msgstr "" #: ../../content/applications/essentials/contacts.rst:250 msgid "" "A contact can be *unarchived*, if the user decides to work with them again. " "To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " "the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " "doing so, the :guilabel:`Archived` banner is removed, and the contact is " "restored." msgstr "" #: ../../content/applications/essentials/contacts.rst:256 msgid "" ":doc:`Add different addresses in CRM " "<../sales/sales/send_quotations/different_addresses>`" msgstr "" #: ../../content/applications/essentials/contacts.rst:257 msgid "" "`Odoo's eLearning Contacts tutorial " "`_" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:3 msgid "Merge contacts" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:5 msgid "" "Odoo's *Contacts* application allows user's to merge duplicate contacts, " "without losing any information in the process. This keeps the database " "organized, and prevents contacts from being contacted by more than one " "salesperson." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:12 msgid "Merge duplicate contacts" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:15 msgid "" "Merging is an irreversible action. Do **not** merge contacts unless " "absolutely certain they should be combined." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:18 msgid "" "Navigate to the :menuselection:`Contacts app`, and select the :icon:`oi-" "view-list` :guilabel:`(list)` icon. Select two or more duplicate contacts " "from the list, and tick the checkbox (on the far-left) for the contacts that" " should be merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon, " "and select :guilabel:`Merge` from the resulting drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst-1 msgid "The merge contacts option in the Contacts application." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:27 msgid "" "This opens the :guilabel:`Merge` pop-up window. From here, review the " "details of the contacts before confirming they should be merged. If any " "contacts in the list should **not** be merged, click the :icon:`fa-times` " ":guilabel:`(delete)` icon at the far right of the contact." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:32 msgid "" "Click the individual contact to open the record for that contact, and view " "additional information." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst-1 msgid "The merge pop-up window in the Contacts application." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:39 msgid "" "Click the :guilabel:`Destination Contact` field, and select an option from " "the drop-down list. This field defaults to the contact record that was " "created first in the system." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:42 msgid "" "After confirming the information on the pop-up window, click " ":guilabel:`Merge Contacts`." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:45 msgid "Deduplicate contacts" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:47 msgid "" "After the merge is finished, a pop-up window appears confirming it is " "complete. This pop-up window also contains a :guilabel:`Deduplicate the " "other Contacts` button. This feature searches for duplicated records, based " "on selected criteria, and merges them automatically, or after manual " "approval." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:52 msgid "" "Click the :guilabel:`Deduplicate the other Contacts` button to open the " ":guilabel:`Deduplicate Contacts` pop-up window." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:55 msgid "" "Select one or more fields to be used in the search for duplicated records. " "Duplicated contacts can be searched, based on the following criteria:" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:58 msgid ":guilabel:`Email`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:59 msgid ":guilabel:`Name`" msgstr ":guilabel:`naam`" #: ../../content/applications/essentials/contacts/merge.rst:60 msgid ":guilabel:`Is Company`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:61 msgid ":guilabel:`VAT`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:62 msgid ":guilabel:`Parent Company`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:65 msgid "" "If more than one field is selected, only records that have **all** fields in" " common are suggested as duplicates." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:68 msgid "" "If necessary, select criteria to be used to exclude potential duplicates " "from the search. Potential duplicates can be excluded from the search, based" " on the following criteria:" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:71 msgid ":guilabel:`A user associated to the contact`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:72 msgid ":guilabel:`Journal Items associated to the contact`" msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:74 msgid "" "After confirming the search criteria, click either :guilabel:`Merge with " "Manual Check`, :guilabel:`Merge Automatically`, or :guilabel:`Merge " "Automatically all process`." msgstr "" #: ../../content/applications/essentials/contacts/merge.rst:77 msgid "" "If :guilabel:`Merge with Manual Check` is selected, complete the merge by " "following the :ref:`steps above `." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "Gegevens exporteren en importeren" #: ../../content/applications/essentials/export_import_data.rst:8 msgid "" "In Odoo, it is sometimes necessary to export or import data for running " "reports, or for data modification. This document covers the export and " "import of data into and out of Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:12 msgid "" "Sometimes, users run into a 'time out' error, or a record does not process, " "due to its size. This can occur with large exports, or in cases where the " "import file is too large. To circumvent this limitation surrounding the size" " of the records, process exports or imports in smaller batches." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:19 msgid "Export data from Odoo" msgstr "Gegevens exporteren uit Odoo" #: ../../content/applications/essentials/export_import_data.rst:21 msgid "" "When working with a database, it is sometimes necessary to export data in a " "distinct file. Doing so can aid in reporting on activities, although, Odoo " "provides a precise and easy reporting tool with each available application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:25 msgid "" "With Odoo, the values can be exported from any field in any record. To do " "so, activate the list view (|list|), on the items that need to be exported, " "then select the records that should be exported. To select a record, tick " "the checkbox next to the corresponding record. Finally, click on |actions|, " "then :guilabel:`Export`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "View of the different things to enable/click to export data." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:33 msgid "" "When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over " "window appears, with several options for the data to export:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Overview of options to consider when exporting data in Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:39 msgid "" "With the :guilabel:`I want to update data (import-compatable export)` option" " ticked, the system only shows the fields that can be imported. This is " "helpful in the case where the :ref:`existing records need to be updated " "`. This works like a filter. Leaving the box " "unticked, gives many more field options because it shows all the fields, not" " just the ones that can be imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:44 msgid "" "When exporting, there is the option to export in two formats: `.csv` and " "`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds " "information about all the worksheets in a file, including both content and " "formatting." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:47 msgid "" "These are the items that can be exported. Use the :guilabel:`> (right " "arrow)` icon to display more sub-field options. Use the :guilabel:`Search` " "bar to find specific fields. To use the :guilabel:`Search` option more " "efficiently, click on all the :guilabel:`> (right arrows)` to display all " "fields." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:51 msgid "" "The :guilabel:`+ (plus sign)` icon button is present to add fields to the " ":guilabel:`Fields to export` list." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:53 msgid "" "The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be" " used to move the fields up and down, to change the order in which they are " "displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-" "down arrow)` icon." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:56 msgid "" "The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the " ":guilabel:`🗑️ (trash can)` icon to remove the field." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:58 msgid "" "For recurring reports, it is helpful to save export presets. Select all the " "needed fields, and click on the template drop-down menu. Once there, click " "on :guilabel:`New template`, and give a unique name to the export just " "created. Click the :guilabel:`💾 (floppy drive)` icon to save the " "configuration. The next time the same list needs to be exported, select the " "related template that was previously saved from the drop-down menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:65 msgid "" "It is helpful to know the field's external identifier. For example, " ":guilabel:`Related Company` in the export user interface is equal to " "*parent_id* (external identifier). This is helpful because then, the only " "data exported is what should be modified and re-imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:72 msgid "Import data into Odoo" msgstr "Gegevens importeren in Odoo" #: ../../content/applications/essentials/export_import_data.rst:74 msgid "" "Importing data into Odoo is extremely helpful during implementation, or in " "times where data needs to be :ref:`updated in bulk `. The following documentation covers how to import data into an Odoo " "database." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:79 msgid "" "Imports are permanent and **cannot** be undone. However, it is possible to " "use filters (`created on` or `last modified`) to identify records changed or" " created by the import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:83 msgid "" "Activating :ref:`developer mode ` changes the visible import" " settings in the left menu. Doing so reveals an :menuselection:`Advanced` " "menu. Included in this advanced menu are two options: :guilabel:`Track " "history during import` and :guilabel:`Allow matching with subfields`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Advanced import options when developer mode is activated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:90 msgid "" "If the model uses openchatter, the :guilabel:`Track history during import` " "option sets up subscriptions and sends notifications during the import, but " "leads to a slower import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:93 msgid "" "Should the :guilabel:`Allow matching with subfields` option be selected, " "then all subfields within a field are used to match under the " ":guilabel:`Odoo Field` while importing." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:99 msgid "Get started" msgstr "Ga van start" #: ../../content/applications/essentials/export_import_data.rst:101 msgid "" "Data can be imported on any Odoo business object using either Excel " "(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This " "includes: contacts, products, bank statements, journal entries, and orders." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:105 msgid "" "Open the view of the object to which the data should be imported/populated, " "click the :icon:`fa-cog` (:guilabel:`gear`) icon and select " ":guilabel:`Import records`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Action menu revealed with the import records option highlighted." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:111 msgid "" "Click :icon:`fa-download`:guilabel:`Import Template for Customers` at the " "center of the page to download a :ref:`template " "` and populate it with the " "company's own data. Such templates can be imported in one click since the " "data mapping is already preconfigured." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:116 msgid "" "To upload the downloaded template or your own file, follow the next steps:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:118 msgid "Click :guilabel:`Upload Data File` and select the desired file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:119 msgid "" "Adjust the :guilabel:`Formatting` options as needed (for CSV files only)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:120 msgid "" "Ensure all data in the :guilabel:`File Column` is correctly mapped to the " "appropriate :guilabel:`Odoo Field` and free of errors." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:122 msgid "" "(Optional) Click :guilabel:`Load Data File` to reload the same file or " "upload a different one." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:123 msgid "Click :guilabel:`Test` to verify that the data is valid." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:124 msgid "Click :guilabel:`Import`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:127 msgid "" "The :guilabel:`Formatting` options do **not** appear when importing the " "proprietary Excel file type (i.e., `.xls` or `.xlsx`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:133 msgid "Adapt a template" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:135 msgid "" "Import templates are provided in the import tool of the most common data to " "import (contacts, products, bank statements, etc.). Open them with any " "spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, " "etc.)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:139 msgid "Once the template is downloaded, proceed to follow these steps:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:141 msgid "Add, remove, and sort columns to best fit the data structure." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:142 msgid "" "It is strongly advised to **not** remove the :guilabel:`External ID` (ID) " "column (see why in the next section)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:144 msgid "" "Set a unique ID to every record by dragging down the ID sequencing in the " ":guilabel:`External ID` (ID) column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "" "An animation of the mouse dragging down the ID column, so each record has a " "unique ID." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:151 msgid "" "When a new column is added, Odoo may not be able to map it automatically, if" " its label does not fit any field within Odoo. However, new columns can be " "mapped manually when the import is tested. Search the drop-down menu for the" " corresponding field." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Drop-down menu expanded in the initial import screen on Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:158 msgid "" "Then, use this field's label in the import file to ensure future imports are" " successful." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:161 msgid "" "Another useful way to find out the proper column names to import is to " "export a sample file using the fields that should be imported. This way, if " "there is not a sample import template, the names are accurate." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:169 msgid "Import from another application" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:171 msgid "" "The :guilabel:`External ID` (ID) is a unique identifier for the line item. " "Feel free to use one from previous software to facilitate the transition to " "Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:174 msgid "" "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:176 msgid "" ":ref:`Update imports `: import the same file several" " times without creating duplicates." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:178 msgid ":ref:`Import relation fields `." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:180 msgid "" "To recreate relationships between different records, the unique identifier " "from the original application should be used to map it to the " ":guilabel:`External ID` (ID) column in Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:183 msgid "" "When another record is imported that links to the first one, use **XXX/ID** " "(XXX/External ID) for the original unique identifier. This record can also " "be found using its name." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:187 msgid "" "It should be noted that conflicts occur if two (or more) records have the " "same *External ID*." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:190 msgid "Field missing to map column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:192 msgid "" "Odoo heuristically tries to find the type of field for each column inside " "the imported file, based on the first ten lines of the files." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:195 msgid "" "For example, if there is a column only containing numbers, only the fields " "with the *integer* type are presented as options." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:198 msgid "" "While this behavior might be beneficial in most cases, it is also possible " "that it could fail, or the column may be mapped to a field that is not " "proposed by default." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:201 msgid "" "If this happens, check the :guilabel:`Show fields of relation fields " "(advanced) option`, then a complete list of fields becomes available for " "each column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Searching for the field to match the tax column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:208 msgid "Change data import format" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:211 msgid "" "Odoo can automatically detect if a column is a date, and tries to guess the " "date format from a set of most commonly used date formats. While this " "process can work for many date formats, some date formats are not " "recognizable. This can cause confusion, due to day-month inversions; it is " "difficult to guess which part of a date format is the day, and which part is" " the month, in a date, such as `01-03-2016`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:217 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides " ":guilabel:`Formatting` options." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:220 msgid "" "To view which date format Odoo has found from the file, check the " ":guilabel:`Date Format` that is shown when clicking on options under the " "file selector. If this format is incorrect, change it to the preferred " "format using *ISO 8601* to define the format." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:225 msgid "" "*ISO 8601* is an international standard, covering the worldwide exchange, " "along with the communication of date and time-related data. For example, the" " date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it " "should be written as `1981-07-24`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:230 msgid "" "When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to" " store dates. This maintains locale date formats for display, regardless of " "how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-" "separated Values)` file, use Odoo's :guilabel:`Formatting` section to select" " the date format columns to import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:236 msgid "Import numbers with currency signs" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:238 msgid "" "Odoo fully supports numbers with parenthesis to represent negative signs, as" " well as numbers with currency signs attached to them. Odoo also " "automatically detects which thousand/decimal separator is used. If a " "currency symbol unknown to Odoo is used, it might not be recognized as a " "number, and the import crashes." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:244 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, the " ":guilabel:`Formatting` menu appears on the left-hand column. Under these " "options, the :guilabel:`Thousands Separator` can be changed." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:248 msgid "" "Examples of supported numbers (using 'thirty-two thousand' as the figure):" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:250 msgid "32.000,00" msgstr "32.000,00" #: ../../content/applications/essentials/export_import_data.rst:251 msgid "32000,00" msgstr "32000,00" #: ../../content/applications/essentials/export_import_data.rst:252 msgid "32,000.00" msgstr "32,000.00" #: ../../content/applications/essentials/export_import_data.rst:253 msgid "-32000.00" msgstr "-32000.00" #: ../../content/applications/essentials/export_import_data.rst:254 msgid "(32000.00)" msgstr "(32000.00)" #: ../../content/applications/essentials/export_import_data.rst:255 msgid "$ 32.000,00" msgstr "€ 32.000,00" #: ../../content/applications/essentials/export_import_data.rst:256 msgid "(32000.00 €)" msgstr "(32000.00 €)" #: ../../content/applications/essentials/export_import_data.rst:258 msgid "Example that will not work:" msgstr "Voorbeeld dat niet werkt:" #: ../../content/applications/essentials/export_import_data.rst:260 msgid "ABC 32.000,00" msgstr "ABC 32.000,00" #: ../../content/applications/essentials/export_import_data.rst:261 msgid "$ (32.000,00)" msgstr "€ (32.000,00)" #: ../../content/applications/essentials/export_import_data.rst:264 msgid "" "A :guilabel:`() (parenthesis)` around the number indicates that the number " "is a negative value. The currency symbol **must** be placed within the " "parenthesis for Odoo to recognize it as a negative currency value." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:269 msgid "Import preview table not displayed correctly" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:271 msgid "" "By default, the import preview is set on commas as field separators, and " "quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated " "Values)` file does not have these settings, modify the " ":guilabel:`Formatting` options (displayed under the :guilabel:`Import` " ":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV" " (Comma-separated Values)` file)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:277 msgid "" "If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a " "separator, Odoo does **not** detect the separations. The file format options" " need to be modified in the spreadsheet application. See the following " ":ref:`Change CSV file format ` section." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:285 msgid "Change CSV file format in spreadsheet application" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:287 msgid "" "When editing and saving :abbr:`CSV (Comma-separated Values)` files in " "spreadsheet applications, the computer's regional settings are applied for " "the separator and delimiter. Odoo suggests using *OpenOffice* or " "*LibreOffice*, as both applications allow modifications of all three options" " (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box" " --> Check the box 'Edit filter settings' --> Save`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:293 msgid "" "Microsoft Excel can modify the encoding when saving (:menuselection:`'Save " "As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:297 msgid "Difference between Database ID and External ID" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:299 msgid "" "Some fields define a relationship with another object. For example, the " "country of a contact is a link to a record of the 'Country' object. When " "such fields are imported, Odoo has to recreate links between the different " "records. To help import such fields, Odoo provides three mechanisms." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:304 msgid "**Only one** mechanism should be used per field that is imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:306 msgid "" "For example, to reference the country of a contact, Odoo proposes three " "different fields to import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:308 msgid ":guilabel:`Country`: the name or code of the country" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:309 msgid "" ":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by" " the ID PostgreSQL column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:311 msgid "" ":guilabel:`Country/External ID`: the ID of this record referenced in another" " application (or the `.XML` file that imported it)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:314 msgid "" "For the country of Belgium, for example, use one of these three ways to " "import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:316 msgid ":guilabel:`Country`: `Belgium`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:317 msgid ":guilabel:`Country/Database ID`: `21`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:318 msgid ":guilabel:`Country/External ID`: `base.be`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:320 msgid "" "According to the company's need, use one of these three ways to reference " "records in relations. Here is an example when one or the other should be " "used, according to the need:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:323 msgid "" "Use :guilabel:`Country`: this is the easiest way when data comes from " ":abbr:`CSV (Comma-separated Values)` files that have been created manually." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:325 msgid "" "Use :guilabel:`Country/Database ID`: this should rarely be used. It is " "mostly used by developers as the main advantage is to never have conflicts " "(there may be several records with the same name, but they always have a " "unique Database ID)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:328 msgid "" "Use :guilabel:`Country/External ID`: use *External ID* when importing data " "from a third-party application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:331 msgid "" "When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` " "files with the :guilabel:`External ID` (ID) column defining the *External " "ID* of each record that is imported. Then, a reference can be made to that " "record with columns, like `Field/External ID`. The following two :abbr:`CSV " "(Comma-separated Values)` files provide an example for products and their " "categories." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:336 msgid "" ":download:`CSV file for categories " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:338 msgid "" ":download:`CSV file for Products " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:344 msgid "Import relation fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:346 msgid "" "An Odoo object is always related to many other objects (e.g. a product is " "linked to product categories, attributes, vendors, etc.). To import those " "relations, the records of the related object need to be imported first, from" " their own list menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:350 msgid "" "This can be achieved by using either the name of the related record, or its " "ID, depending on the circumstances. The ID is expected when two records have" " the same name. In such a case add `/ ID` at the end of the column title " "(e.g. for product attributes: `Product Attributes / Attribute / ID`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:355 msgid "Options for multiple matches on fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:357 msgid "" "If, for example, there are two product categories with the child name " "`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the" " validation is halted, but the data may still be imported. However, Odoo " "recommends that the data is not imported because it will all be linked to " "the first `Sellable` category found in the *Product Category* list (`Misc. " "Products/Sellable`). Odoo, instead, recommends modifying one of the " "duplicate's values, or the product category hierarchy." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:364 msgid "" "However, if the company does not wish to change the configuration of product" " categories, Odoo recommends making use of the *External ID* for this field," " 'Category'." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:368 msgid "Import many2many relationship fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:370 msgid "" "The tags should be separated by a comma, without any spacing. For example, " "if a customer needs to be linked to both tags: `Manufacturer` and `Retailer`" " then 'Manufacturer,Retailer' needs to be encoded in the same column of the " ":abbr:`CSV (Comma-separated Values)` file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:374 msgid "" ":download:`CSV file for Manufacturer, Retailer " "`" msgstr "" ":download:`CSV-bestand voor Fabrikant, Retailer " "`" #: ../../content/applications/essentials/export_import_data.rst:377 msgid "Import one2many relationships" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:379 msgid "" "If a company wants to import a sales order with several order lines, a " "specific row **must** be reserved in the :abbr:`CSV (Comma-separated " "Values)` file for each order line. The first order line is imported on the " "same row as the information relative to order. Any additional lines need an " "additional row that does not have any information in the fields relative to " "the order." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:384 msgid "" "As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some " "quotations that can be imported, based on demo data:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:387 msgid "" ":download:`File for some Quotations " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:390 msgid "" "The following :abbr:`CSV (Comma-separated Values)` file shows how to import " "purchase orders with their respective purchase order lines:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:393 msgid "" ":download:`Purchase orders with their respective purchase order lines " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:396 msgid "" "The following :abbr:`CSV (Comma-separated Values)` file shows how to import " "customers and their respective contacts:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:399 msgid "" ":download:`Customers and their respective contacts " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:403 msgid "Import image files" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:405 msgid "" "To import image files along with the :ref:`uploaded " "` CSV or Excel file, follow the " "next steps:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:408 msgid "" "Add the image file names to the relevant :guilabel:`Image` column in the " "data file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:409 msgid "" ":ref:`Upload the data file ` or " "reload it by clicking :guilabel:`Load Data File`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:411 msgid "" "Click :guilabel:`Upload your files` under the :guilabel:`Files to import` " "section." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:412 msgid "" "Select the relevant image files. The number of files selected appears next " "to the button." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:413 msgid "Click :guilabel:`Test` to verify that all data is valid." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:414 msgid "" "Click :guilabel:`Import`. During the import process, Odoo performs a file " "check to automatically link the uploaded images to the imported data file. " "If there is no match, the data file is imported without any image." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:419 msgid "" "The :guilabel:`Files to import` section is enabled if your product template " "has an :guilabel:`Image` column with all fields populated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:421 msgid "" "The image file names in the data file must correspond to the uploaded image " "files." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:422 msgid "" "When importing a large number of images, you can specify the maximum batch " "size in megabytes and set a delay to prevent the system from becoming " "overloaded. To do so, :doc:`enable the developer mode " "<../general/developer_mode>` and fill in the :guilabel:`Max size per batch` " "and the :guilabel:`Delay after each batch` fields in the :guilabel:`Files to" " import` section. By default, the delay meets the RPC/API call limit defined" " in the `Odoo Cloud - Acceptable Use Policy " "`_." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:430 msgid "Import records several times" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:432 msgid "" "If an imported file contains one of the columns: :guilabel:`External ID` or " ":guilabel:`Database ID`, records that have already been imported are " "modified, instead of being created. This is extremely useful as it allows " "users to import the same :abbr:`CSV (Comma-separated Values)` file several " "times, while having made some changes in between two imports." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:437 msgid "" "Odoo takes care of creating or modifying each record, depending if it is new" " or not." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:439 msgid "" "This feature allows a company to use the *Import/Export tool* in Odoo to " "modify a batch of records in a spreadsheet application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:443 msgid "Value not provided for a specific field" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:445 msgid "" "If all fields are not set in the CSV file, Odoo assigns the default value " "for every non-defined field. But, if fields are set with empty values in the" " :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the" " field, instead of assigning the default value." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:450 msgid "Export/import different tables from an SQL application to Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:452 msgid "" "If data needs to be imported from different tables, relations need to be " "recreated between records belonging to different tables. For instance, if " "companies and people are imported, the link between each person and the " "company they work for needs to be recreated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:456 msgid "" "To manage relations between tables, use the `External ID` facilities of " "Odoo. The `External ID` of a record is the unique identifier of this record " "in another application. The `External ID` must be unique across all records " "of all objects. It is a good practice to prefix this `External ID` with the " "name of the application or table. (like, 'company_1', 'person_1' - instead " "of '1')" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:461 msgid "" "As an example, suppose there is an SQL database with two tables that are to " "be imported: companies and people. Each person belongs to one company, so " "the link between a person and the company they work for must be recreated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:465 msgid "" "Test this example, with a :download:`sample of a PostgreSQL database " "`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:468 msgid "" "First, export all companies and their *External ID*. In PSQL, write the " "following command:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:474 msgid "" "This SQL command creates the following :abbr:`CSV (Comma-separated Values)` " "file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:483 msgid "" "To create the :abbr:`CSV (Comma-separated Values)` file for people linked to" " companies, use the following SQL command in PSQL:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:490 msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:500 msgid "" "In this file, Fabien and Laurence are working for the Bigees company " "(`company_1`), and Eric is working for the Organi company. The relation " "between people and companies is done using the *External ID* of the " "companies. The *External ID* is prefixed by the name of the table to avoid a" " conflict of ID between people and companies (`person_1` and `company_1`, " "who shared the same ID 1 in the original database)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:506 msgid "" "The two files produced are ready to be imported in Odoo without any " "modifications. After having imported these two :abbr:`CSV (Comma-separated " "Values)` files, there are four contacts and three companies (the first two " "contacts are linked to the first company). Keep in mind to first import the " "companies, and then the people." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:514 msgid "Update data in Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:516 msgid "" "Existing data can be updated in bulk through a data import, as long as the " ":ref:`External ID ` remains consistent." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:520 msgid "Prepare data export" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:522 msgid "" "To update data through an import, first navigate to the data to be updated, " "and select the |list| to activate list view. On the far-left side of the " "list, tick the checkbox for any record to be updated. Then, click |actions|," " and select :icon:`fa-upload` :guilabel:`Export` from the drop-down menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:527 msgid "" "On the resulting :guilabel:`Export Data` pop-up window, tick the checkbox " "labeled, :guilabel:`I want to update data (import-compatible export)`. This " "automatically includes the *External ID* in the export. Additionally, it " "limits the :guilabel:`Fields to export` list to **only** include fields that" " are able to be imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:533 msgid "" "The :guilabel:`External ID` field does **not** appear in the " ":guilabel:`Fields to export` list unless it is manually added, but it is " "still included in the export. However, if the :guilabel:`I want to update " "data (import-compatible export)` checkbox is ticked, it is included in the " "export." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:537 msgid "" "Select the required fields to be included in the export using the " ":ref:`options ` on the pop-up window, then click " ":guilabel:`Export`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:541 msgid "Import updated data" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:543 msgid "" "After exporting, make any necessary changes to the data file. When the file " "is ready, it can be :ref:`imported ` by following the same " "process as a normal data import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:547 msgid "" "When updating data, it is extremely important that the *External ID* remain " "consistent, as this is how the system identifies a record. If an ID is " "altered, or removed, the system may add a duplicate record, instead of " "updating the existing one." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:3 msgid "In-app purchases (IAP)" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:7 msgid "" "In-app purchases (IAP) are optional services that enhance Odoo databases. " "Each service provides its own specific features and functionality. A full " "list of services is available on the `Odoo IAP Catalog " "`_." msgstr "" "In-app aankopen (IAP) zijn optionele diensten die de Odoo-databases " "verbeteren. Elke dienst biedt zijn eigen specifieke kenmerken en " "functionaliteit. Een volledige lijst met services is beschikbaar in de `Odoo" " IAP Catalog `_." #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "The IAP catalog with various services available on IAP.Odoo.com." msgstr "" "De IAP-catalogus met verschillende diensten beschikbaar op IAP.Odoo.com." #: ../../content/applications/essentials/in_app_purchase.rst:16 msgid "" "The :guilabel:`SMS` service sends text messages to contacts directly from " "the database, and the :guilabel:`Documents Digitization` service digitizes " "scanned or PDF vendor bills, expenses, and resumes with optical character " "recognition (OCR) and artificial intelligence (AI)." msgstr "" "De dienst :guilabel:`SMS` verzendt tekstberichten rechtstreeks vanuit de " "database naar contactpersonen, en de dienst :guilabel:`Documents " "Digitalization` digitaliseert gescande of PDF-leveranciersrekeningen, " "onkosten en cv's met optische tekenherkenning (OCR) en kunstmatige " "intelligentie ( AI)." #: ../../content/applications/essentials/in_app_purchase.rst:20 msgid "" "|IAP| services do **not** need to be configured or set up before use. Odoo " "users can simply click on the service in the app to activate it. However, " "each service requires its own prepaid credits, and when they run out, users " "**must** :ref:`buy more ` in order to keep using it." msgstr "" "|IAP| services hoeven **niet** voor gebruik te worden geconfigureerd of " "ingesteld. Odoo-gebruikers kunnen eenvoudig op de dienst in de app klikken " "om deze te activeren. Elke dienst heeft echter zijn eigen prepaid-tegoeden " "nodig, en als deze op zijn, moeten gebruikers ** :ref:`meer " "` kopen om het te kunnen blijven gebruiken." #: ../../content/applications/essentials/in_app_purchase.rst:25 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test IAP" " features before deciding to purchase more credits for the database. This " "includes demo/training databases, educational databases, and one-app-free " "databases." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:32 msgid "IAP services" msgstr "IAP-diensten" #: ../../content/applications/essentials/in_app_purchase.rst:34 msgid "" "|IAP| services are provided by Odoo, as well as third-parties, and have a " "wide range of uses." msgstr "" "|IAP| diensten worden geleverd door Odoo, evenals door derden, en hebben een" " breed scala aan toepassingen." #: ../../content/applications/essentials/in_app_purchase.rst:36 msgid "The following |IAP| services are offered by Odoo:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:38 msgid "" ":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, " "expenses, and resumes with OCR and AI." msgstr "" ":guilabel:`Documentendigitalisering`: digitaliseert gescande of PDF-" "leveranciersrekeningen, onkosten en cv's met OCR en AI." #: ../../content/applications/essentials/in_app_purchase.rst:40 msgid "" ":guilabel:`Partner Autocomplete`: automatically populates contact records " "with corporate data." msgstr "" ":guilabel:`Partner Autocomplete`: vult automatisch contactrecords in met " "bedrijfsgegevens." #: ../../content/applications/essentials/in_app_purchase.rst:41 msgid "" ":guilabel:`SMS`: sends SMS text messages to contacts directly from the " "database." msgstr "" ":guilabel:`SMS`: verzendt SMS-tekstberichten rechtstreeks vanuit de database" " naar contacten." #: ../../content/applications/essentials/in_app_purchase.rst:42 msgid "" ":guilabel:`Lead Generation`: generates leads based on a set of criteria, and" " converts web visitors into quality leads and opportunities." msgstr "" ":guilabel:`Lead Generation`: genereert leads op basis van een reeks criteria" " en zet webbezoekers om in kwaliteitsleads en kansen." #: ../../content/applications/essentials/in_app_purchase.rst:44 msgid "" ":guilabel:`Snailmail`: sends customer invoices and follow-up reports by " "post, worldwide." msgstr "" ":guilabel:`Snailmail`: verzendt klantenfacturen en vervolgrapporten per " "post, wereldwijd." #: ../../content/applications/essentials/in_app_purchase.rst:45 msgid "" ":guilabel:`Signer identification with itsme®️`: ask document signatories in " "Odoo *Sign* to provide their identity using the *itsme®* identity platform, " "which is available in Belgium and the Netherlands." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:49 msgid "" "For more information on every service currently available (offered from " "developers other than Odoo), visit the `Odoo IAP Catalog " "`_." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:53 msgid "Use IAP services" msgstr "Gebruik IAP-services" #: ../../content/applications/essentials/in_app_purchase.rst:55 msgid "" "|IAP| services are automatically integrated with Odoo, and do **not** " "require users to configure any settings. To use a service, simply interact " "with it wherever it appears in the database." msgstr "" "|IAP| services worden automatisch geïntegreerd met Odoo en vereisen **niet**" " dat gebruikers instellingen configureren. Om een dienst te gebruiken, hoef " "je er alleen maar mee te communiceren, waar deze ook in de database " "voorkomt." #: ../../content/applications/essentials/in_app_purchase.rst:59 msgid "" "The following flow focuses on the *SMS* |IAP| service being used from a " "contact's record." msgstr "" "De volgende stroom richt zich op de *SMS* |IAP| service die wordt gebruikt " "vanuit de record van een contactpersoon." #: ../../content/applications/essentials/in_app_purchase.rst:61 msgid "" "This can be done by clicking the :guilabel:`📱 SMS` icon within the database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The SMS icon on a typical contact information form located within an Odoo " "database." msgstr "" "Het SMS-pictogram op een typisch contactinformatieformulier in een Odoo-" "database." #: ../../content/applications/essentials/in_app_purchase.rst:67 msgid "" "One way to utilize the *SMS* |IAP| service with Odoo is showcased in the " "following steps:" msgstr "" "Eén manier om de *SMS* |IAP| te gebruiken service met Odoo wordt in de " "volgende stappen getoond:" #: ../../content/applications/essentials/in_app_purchase.rst:69 msgid "" "First, navigate to the :menuselection:`Contacts application`, and click on a" " contact with a mobile phone number entered in either the :guilabel:`Phone` " "or :guilabel:`Mobile` field of the contact form." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:73 msgid "" "Next, find the :guilabel:`📱 SMS` icon that appears to the right of the " ":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` " "icon, and a :guilabel:`Send SMS Text Message` pop-up window appears." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:77 msgid "" "Type a message in the :guilabel:`Message` field of the pop-up window. Then, " "click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS," " to the contact, and logs what was sent in the *chatter* of the contact's " "form." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:81 msgid "" "Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| " "service are automatically deducted from the existing credits. If there are " "not enough credits to send the message, Odoo prompts the user to purchase " "more." msgstr "" "Bij het versturen van het SMS-bericht worden de prepaidtegoeden voor de " "*SMS* |IAP| service worden automatisch afgetrokken van de bestaande " "tegoeden. Als er niet genoeg credits zijn om het bericht te verzenden, " "vraagt Odoo de gebruiker om meer te kopen." #: ../../content/applications/essentials/in_app_purchase.rst:86 msgid "" "For more information on how to use various |IAP| services, and for more in-" "depth instructions related to SMS functionality in Odoo, review the " "documentation below:" msgstr "" "Voor meer informatie over het gebruik van verschillende |IAP| diensten, en " "voor meer diepgaande instructies met betrekking tot de SMS-functionaliteit " "in Odoo, bekijk de onderstaande documentatie:" #: ../../content/applications/essentials/in_app_purchase.rst:89 msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:90 msgid "" ":doc:`Enrich your contacts base with Partner Autocomplete " "<../sales/crm/optimize/partner_autocomplete>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:92 msgid ":doc:`SMS Marketing <../marketing/sms_marketing>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:97 msgid "IAP credits" msgstr "IAP-tegoeden" #: ../../content/applications/essentials/in_app_purchase.rst:99 msgid "" "Every time an |IAP| service is used, the prepaid credits for that service " "are spent. Odoo prompts the purchase of more credits when there are not " "enough credits left to continue using a service. Email alerts can also be " "set up for when :ref:`credits are low `." msgstr "" "Elke keer dat een |IAP| dienst wordt gebruikt, zijn de prepaidtegoeden voor " "die dienst opgebruikt. Odoo vraagt om de aankoop van meer credits wanneer er" " niet genoeg credits over zijn om een dienst te blijven gebruiken. " "E-mailwaarschuwingen kunnen ook worden ingesteld voor wanneer :ref:`tegoeden" " laag zijn `." #: ../../content/applications/essentials/in_app_purchase.rst:103 msgid "" "Credits are purchased in *Packs* from the `Odoo IAP Catalog " "`_, and pricing is specific to" " each service." msgstr "" "Credits worden gekocht in *Packs* uit de `Odoo IAP Catalogus " "`_, en de prijzen zijn " "specifiek voor elke service." #: ../../content/applications/essentials/in_app_purchase.rst:107 msgid "" "The `SMS service `_ has four " "packs available, in denominations of:" msgstr "" "De `SMS-service `_ heeft vier " "pakketten beschikbaar, in coupures van:" #: ../../content/applications/essentials/in_app_purchase.rst:110 msgid ":guilabel:`Starter Pack`: 10 credits" msgstr ":guilabel:`Starterpakket`: 10 credits" #: ../../content/applications/essentials/in_app_purchase.rst:111 msgid ":guilabel:`Standard Pack`: 100 credits" msgstr ":guilabel:`Standaardpakket`: 100 credits" #: ../../content/applications/essentials/in_app_purchase.rst:112 msgid ":guilabel:`Advanced Pack`: 500 credits" msgstr ":guilabel:`Geavanceerd pakket`: 500 credits" #: ../../content/applications/essentials/in_app_purchase.rst:113 msgid ":guilabel:`Expert Pack`: 1,000 credits" msgstr ":guilabel:`Expertpakket`: 1.000 credits" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "Four different packs of credits for the SMS IAP service." msgstr "Vier verschillende pakketten met tegoeden voor de SMS IAP-service." #: ../../content/applications/essentials/in_app_purchase.rst:119 msgid "" "The number of credits consumed depends on the length of the SMS and the " "country of destination." msgstr "" "Het aantal verbruikte credits is afhankelijk van de lengte van de sms en het" " land van bestemming." #: ../../content/applications/essentials/in_app_purchase.rst:121 msgid "" "For more information, refer to the :doc:`SMS Pricing and FAQ " "<../marketing/sms_marketing/pricing_and_faq>` documentation." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:127 msgid "Buy credits" msgstr "Credits kopen" #: ../../content/applications/essentials/in_app_purchase.rst:129 msgid "" "If there are not enough credits to perform a task, the database " "automatically prompts the purchase of more credits." msgstr "" "Als er niet genoeg credits zijn om een taak uit te voeren, vraagt de " "database automatisch om meer credits aan te schaffen." #: ../../content/applications/essentials/in_app_purchase.rst:132 msgid "" "Users can check the current balance of credits for each service, and " "manually purchase more credits, by navigating to the " ":menuselection:`Settings app --> Contacts section`, and beneath the " ":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:136 msgid "" "Doing so reveals an :guilabel:`IAP Service` page, listing the various |IAP| " "services in the database. From here, click an |IAP| service to open its " ":guilabel:`Account Information` page, where additional credits can be " "purchased." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:141 msgid "Manually buy credits" msgstr "Handmatig credits kopen" #: ../../content/applications/essentials/in_app_purchase.rst:143 msgid "To manually buy credits in Odoo, follow these steps:" msgstr "Om handmatig credits te kopen in Odoo, volgt u deze stappen:" #: ../../content/applications/essentials/in_app_purchase.rst:145 msgid "" "First, go to the :menuselection:`Settings application` and type `IAP` in the" " :guilabel:`Search...` bar. Alternatively users can scroll down to the " ":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where " "it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The Settings app showing the Odoo IAP heading and View My Services button." msgstr "" "De app Instellingen toont de Odoo IAP-kop en de knop Mijn services bekijken." #: ../../content/applications/essentials/in_app_purchase.rst:154 msgid "" "Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| " "services in the database. From here, click an |IAP| service to open its " ":guilabel:`Account Information` page, where additional credits can be " "purchased." msgstr "" "Als je dit doet, wordt een :guilabel:`IAP Account`-pagina geopend, met een " "lijst van de verschillende |IAP| diensten in de databank. Klik vanaf hier op" " een |IAP| service om de :guilabel:`Accountinformatie`-pagina te openen, " "waar extra credits kunnen worden gekocht." #: ../../content/applications/essentials/in_app_purchase.rst:158 msgid "" "On the :guilabel:`Account Information` page, click the :guilabel:`Buy " "Credit` button. Doing so loads a :guilabel:`Buy Credits for (IAP Account)` " "page in a new tab. From here, click :guilabel:`Buy` on the desired pack of " "credits. Then, follow the prompts to enter payment details, and confirm the " "order." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The SMS service page on IAP.Odoo.com with four packs of credits available " "for purchase." msgstr "" "De sms-servicepagina op IAP.Odoo.com met vier pakketten credits die u kunt " "kopen." #: ../../content/applications/essentials/in_app_purchase.rst:167 msgid "" "Once the transaction is complete, the credits are available for use in the " "database." msgstr "" "Zodra de transactie is voltooid, zijn de tegoeden beschikbaar voor gebruik " "in de database." #: ../../content/applications/essentials/in_app_purchase.rst:172 msgid "Low-credit notification" msgstr "Melding laag krediet" #: ../../content/applications/essentials/in_app_purchase.rst:174 msgid "" "It is possible to be notified when credits are low, in order to avoid " "running out of credits, while using an |IAP| service. To do that, follow " "this process:" msgstr "" "Het is mogelijk om gewaarschuwd te worden wanneer het tegoed bijna op is, om" " te voorkomen dat het tegoed opraakt, terwijl u een |IAP| dienst. Om dat te " "doen, volgt u dit proces:" #: ../../content/applications/essentials/in_app_purchase.rst:177 msgid "" "Go to the :menuselection:`Settings application`, and type `IAP` in the " ":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it " "says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:181 msgid "" "The available |IAP| accounts appear in a list view on the :guilabel:`IAP " "Account` page. From here, click on the desired |IAP| account to view that " "service's :guilabel:`Account Information` page." msgstr "" "Het beschikbare |IAP| accounts verschijnen in een lijstweergave op de pagina" " :guilabel:`IAP Account`. Klik vanaf hier op het gewenste |IAP| account om " "de :guilabel:`Accountinformatie`-pagina van die service te bekijken." #: ../../content/applications/essentials/in_app_purchase.rst:184 msgid "" "On the :guilabel:`Account Information` page, tick the :guilabel:`Warn Me` " "checkbox. Doing so reveals two fields on the form: :guilabel:`Threshold` and" " :guilabel:`Warning Email`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:187 msgid "" "In the :guilabel:`Threshold` field, enter an amount of credits Odoo should " "use as the minimum threshold for this service. In the :guilabel:`Warning " "Email` field, enter the email address that receives the notification." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:191 msgid "" "Odoo sends a low-credit alert to the :guilabel:`Warning Email` when the " "balance of credits falls below the amount listed as the " ":guilabel:`Threshold`." msgstr "" "Odoo stuurt een waarschuwing voor een laag krediet naar de " ":guilabel:`Waarschuwings-e-mail` wanneer het saldo van de kredieten onder " "het bedrag valt dat vermeld staat als de :guilabel:`Threshold`." #: ../../content/applications/essentials/keyboard_shortcuts.rst:3 msgid "Keyboard shortcuts" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:5 msgid "" "Users in Odoo can utilize several keyboard shortcuts to navigate through " "modules, execute actions, and manage data." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:9 msgid "" "Hold :kbd:`Ctrl` to view the keyboard shortcuts assigned to each element on " "the interface." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:0 msgid "A selection of keyboard shortcuts in Odoo." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:16 msgid "" "Some keyboard shortcuts may not be available on different versions of Odoo " "or effective depending on browsers, extensions, or other individual " "settings." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:20 msgid "Keyboard shortcuts by operating system" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:22 msgid "" "Below is a list of some of the most commonly used keyboard shortcuts within " "Odoo, listed by operating system." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:29 msgid "Description" msgstr "Omschrijving" #: ../../content/applications/essentials/keyboard_shortcuts.rst:30 msgid "Windows / Linux" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:31 msgid "macOS" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:32 msgid "Previous breadcrumb" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:33 msgid ":kbd:`Alt` + :kbd:`B`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:34 msgid ":kbd:`Ctrl` + :kbd:`B`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:35 msgid "Create new record" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:36 msgid ":kbd:`Alt` + :kbd:`C`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:37 msgid ":kbd:`Ctrl` + :kbd:`C`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:38 msgid "Odoo Home Page" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:39 msgid ":kbd:`Alt` + :kbd:`H`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:40 msgid ":kbd:`Ctrl` + :kbd:`H`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:41 msgid "Discard changes" msgstr "Wijzigingen negeren" #: ../../content/applications/essentials/keyboard_shortcuts.rst:42 msgid ":kbd:`Alt` + :kbd:`J`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:43 msgid ":kbd:`Ctrl` + :kbd:`J`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:44 msgid "Save changes" msgstr "Wijzigingen opslaan" #: ../../content/applications/essentials/keyboard_shortcuts.rst:45 msgid ":kbd:`Alt` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:46 msgid ":kbd:`Ctrl` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:47 msgid "Next page" msgstr "Volgende pagina" #: ../../content/applications/essentials/keyboard_shortcuts.rst:48 msgid ":kbd:`Alt` + :kbd:`N`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:49 msgid ":kbd:`Ctrl` + :kbd:`N`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:50 msgid "Previous page" msgstr "Vorige pagina" #: ../../content/applications/essentials/keyboard_shortcuts.rst:51 msgid ":kbd:`Alt` + :kbd:`P`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:52 msgid ":kbd:`Ctrl` + :kbd:`P`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:53 msgid "Search" msgstr "Zoeken" #: ../../content/applications/essentials/keyboard_shortcuts.rst:54 msgid ":kbd:`Alt` + :kbd:`Q`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:55 msgid ":kbd:`Ctrl` + :kbd:`Q`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:56 msgid "Select menus" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:57 msgid ":kbd:`Alt` + :kbd:`1-9`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:58 msgid ":kbd:`Ctrl` + :kbd:`1-9`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:59 msgid "Create a new To-Do" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:60 msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`T`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:61 msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`T`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:62 msgid "Search a Knowledge article" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:63 msgid ":kbd:`Alt` + :kbd:`F`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:64 msgid ":kbd:`Ctrl` + :kbd:`F`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:65 msgid "Share a Knowledge article" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:66 msgid ":kbd:`Alt` + :kbd:`Shift` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:67 msgid ":kbd:`Ctrl` + :kbd:`Shift` + :kbd:`S`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:68 msgid "Open command palette" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:69 msgid ":kbd:`Ctrl` + :kbd:`K`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:70 msgid ":kbd:`Command` + :kbd:`K`" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:73 msgid "" "After opening the command palette, search using the following keyboard " "shortcuts:" msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:75 msgid ":kbd:`/`: search for menus, applications, and modules." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:76 msgid ":kbd:`@`: search for users." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:77 msgid ":kbd:`#`: search for **Discuss** channels." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:78 msgid ":kbd:`?`: search for **Knowledge** articles." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:80 msgid "" "Enter a name (or term) in the search bar, or use the arrow keys to scroll " "through the available options. Then, click :kbd:`Ctrl` + :kbd:`Enter` to " "open the selected app, module, or menu in a new tab." msgstr "" #: ../../content/applications/essentials/keyboard_shortcuts.rst:0 msgid "The command palette in Odoo, with the menu search option selected." msgstr "" #: ../../content/applications/essentials/reporting.rst:3 msgid "Reporting" msgstr "Rapportages" #: ../../content/applications/essentials/reporting.rst:5 msgid "" "You can find several reports under the :guilabel:`Reporting` menu of most " "apps that let you analyze and visualize the data of your records." msgstr "" "Je kunt verschillende rapporten vinden onder het menu :guilabel:`Reporting` " "van de meeste apps waarmee u de gegevens van uw administratie kunt " "analyseren en visualiseren." #: ../../content/applications/essentials/reporting.rst:11 msgid "Selecting a view" msgstr "Een weergave kiezen" #: ../../content/applications/essentials/reporting.rst:13 msgid "" "Depending on the report, Odoo can display the data in various ways. " "Sometimes, a unique view fully tailored to the report is available, while " "several views are available for others. However, two generic views are " "dedicated to reporting: the graph and pivot views." msgstr "" "Afhankelijk van het rapport kan Odoo de gegevens op verschillende manieren " "weergeven. Soms is er een unieke weergave beschikbaar die volledig is " "afgestemd op het rapport, terwijl er voor andere rapporten meerdere " "weergaven beschikbaar zijn. Er zijn echter twee algemene weergaven voor " "rapportages: de grafiekweergave en de draaitabelweergave." #: ../../content/applications/essentials/reporting.rst:20 msgid "Graph view" msgstr "Grafiekweergave" #: ../../content/applications/essentials/reporting.rst:22 msgid "" "The :ref:`graph view ` is used to visualize your " "records' data, helping you identify patterns and trends. The view is often " "found under the :guilabel:`Reporting` menu of apps but can be found " "elsewhere. Click the **graph view button** located at the top right to " "access it." msgstr "" "De :ref:`grafiekweergave ` wordt gebruikt om de " "gegevens van je records te visualiseren en je te helpen patronen en trends " "te identificeren. De weergave is vaak te vinden in het menu " ":guilabel:`Rapportages` van de applicaties, maar kan ook elders worden " "gevonden. Klik op de knop **grafiekweergave** rechtsboven om die te openen." #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the graph view" msgstr "De grafiekweergave selecteren" #: ../../content/applications/essentials/reporting.rst:33 msgid "Pivot view" msgstr "Draaitabelweergave" #: ../../content/applications/essentials/reporting.rst:35 msgid "" "The :ref:`pivot view ` is used to aggregate your " "records' data and break it down for analysis. The view is often found under " "the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the" " **pivot view button** located at the top right to access it." msgstr "" "De :ref:`draaitabelweergave ` wordt gebruikt om de " "gegevens van je records samen te voegen en op te splitsen voor analyse. De " "weergave is vaak te vinden in het menu :guilabel:`Rapportages` van de " "applicaties, maar kan ook elders worden gevonden. Klik op de knop " "**draaitabelweergave** rechtsboven om die te openen." #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the pivot view" msgstr "De draaitabelweergave selecteren" #: ../../content/applications/essentials/reporting.rst:45 msgid "Choosing measures" msgstr "Meetwaarden kiezen" #: ../../content/applications/essentials/reporting.rst:47 msgid "" "After selecting a view, you should ensure only the relevant records are " ":doc:`filtered `. Next, you should choose what is measured. By " "default, a measure is always selected. If you wish to edit it, click " ":guilabel:`Measures` and choose one or, only for pivots, multiple measures." msgstr "" "Nadat je een weergave hebt gekozen, moet je ervoor zorgen dat enkel de " "relevante records worden :doc:`gefilterd `. Vervolgens moet je " "kiezen wat wordt gemeten. Standaard is er altijd een meetwaarde " "geselecteerd. Als je deze wilt veranderen, klik op :guilabel:`Meetwaarden` " "en kies één of, alleen voor draaitabellen, meerdere meetwaarden." #: ../../content/applications/essentials/reporting.rst:52 msgid "" "When you select a measure, Odoo aggregates the values recorded on that field" " for the filtered records. Only numerical fields (:ref:`integer " "`, :ref:`decimal `, :ref:`monetary `) " "can be measured. In addition, the :guilabel:`Count` option is used to count " "the total number of filtered records." msgstr "" "Wanneer je een meetwaarde kiest, voegt Odoo de waarden samen die op dat veld" " zijn geregistreerd voor de gefilterde records. Enkel numerieke velden " "(:ref:`geheel getal `, :ref:`decimaal " "`, :ref:`monetair " "`) kunnen worden gemeten. Daarnaast " "kan je met de optie :guilabel:`Aantal` het totaal aantal gefilterde records " "tellen." #: ../../content/applications/essentials/reporting.rst:58 msgid "" "After choosing what you want to measure, you can define how the data should " "be :ref:`grouped ` depending on the dimension you want to " "analyze. By default, the data is often grouped by *Date > Month*, which is " "used to analyze the evolution of a measure over the months." msgstr "" "Nadat je hebt gekozen wat je wilt meten, kan je bepalen hoe de gegevens " "moeten worden :ref:`gegroepeerd ` afhankelijk van de dimensie " "die je wilt analyseren. De gegevens worden standaard gegroepeerd per *Datum " "> Maand*, wat wordt gebruikt om de evolutie van een meetwaarde over de " "maanden te analyseren." #: ../../content/applications/essentials/reporting.rst:63 msgid "" "When you filter a single time period, the option to compare it against " "another one appears." msgstr "" "Wanneer je een enkele tijdsperiode filtert, verschijnt de optie om deze te " "vergelijken met een andere periode." #: ../../content/applications/essentials/reporting.rst:0 msgid "Using the comparison option" msgstr "Gebruik de vergelijkingsoptie" #: ../../content/applications/essentials/reporting.rst:72 msgid "Select measures" msgstr "Meetwaarden selecteren" #: ../../content/applications/essentials/reporting.rst:74 msgid "" "Among other measures, you could add the :guilabel:`Margin` and " ":guilabel:`Count` measures to the Sales Analysis report. By default, the " ":guilabel:`Untaxed Amount` measure is selected." msgstr "" "Naast andere meetwaarden kan je de meetwaarden :guilabel:`Marge` en " ":guilabel:`Aantal` toevoegen aan het verkoopanalyserapport. Standaard is de " "meetwaarde :guilabel:`Totaal excl. BTW` geselecteerd." #: ../../content/applications/essentials/reporting.rst:0 msgid "Selecting different measures on the Sales Analysis report" msgstr "Verschillende meetwaarden selecteren in het verkoopanalyserapport" #: ../../content/applications/essentials/reporting.rst:81 msgid "Group measures" msgstr "Meetwaarden groeperen" #: ../../content/applications/essentials/reporting.rst:83 msgid "" "You could group the measures by :guilabel:`Product Category` at the level of" " rows on the previous Sales Analysis report example." msgstr "" "Je kan de meetwaarden per :guilabel:`Productcategorie` groeperen op " "rijniveau in bovenstaand voorbeeld van het verkoopanalyserapport." #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding a group on the Sales Analysis report" msgstr "Een groep toevoegen op het verkoopanalyserapport" #: ../../content/applications/essentials/reporting.rst:92 msgid "Using the pivot view" msgstr "De draaitabelweergave gebruiken" #: ../../content/applications/essentials/reporting.rst:94 msgid "" "Grouping data is quintessential to the pivot view. It enables drilling down " "the data to gain deeper insights. While you can use the :guilabel:`Group By`" " option to quickly add a group at the level of rows, as shown in the example" " above, you can also click the plus button (:guilabel:`➕`) next to the " ":guilabel:`Total` header at the level of rows *and* columns, and then select" " one of the **preconfigured groups**. To remove one, click the minus button " "(:guilabel:`➖`)." msgstr "" "Het groeperen van gegevens is essentieel voor de draaitabelweergave. Hiermee" " kan je de gegevens uitdiepen om diepere inzichten te krijgen. Je kan de " "optie :guilabel:`Groeperen op` gebruiken om snel een groep toe te voegen op " "rijniveau, zoals in het bovenstaand voorbeeld, maar je kan ook op de " "plusknop (:guilabel:`➕`) klikken naast de koptekst :guilabel:`Totaal` op " "rij- *en* kolomniveau en vervolgens een van de **vooraf configureerde " "groepen** selecteren. Om er een te verwijderen, klik op de minknop " "(:guilabel:`➖`)." #: ../../content/applications/essentials/reporting.rst:100 msgid "" "Once you have added a group, you can add new ones on the opposite axis or " "the newly created subgroups." msgstr "" "Zodra je een groep hebt toegevoegd, kan je nieuwe groepen toevoegen op de " "tegenoverliggende as of de nieuw aangemaakte subgroepen." #: ../../content/applications/essentials/reporting.rst:104 msgid "" "You could further divide the measures on the previous Sales Analysis report " "example by the :guilabel:`Salesperson` group at the level of columns and by " "the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / " "Office Furniture` product category." msgstr "" "Je kan de meetwaarden in het bovenstaande verkoopanalyserapport verder " "onderverdelen met de groep :guilabel:`Verkoper` op kolomniveau en met de " "groep :guilabel:`Orderdatum > Maand` op de productcategorie :guilabel:`All /" " Saleable / Office Furniture`." #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding multiple groups on the Sales Analysis report" msgstr "Meerdere groepen toevoegen op het verkoopanalyserapport" #: ../../content/applications/essentials/reporting.rst:112 msgid "" "Switch the rows and columns' groups by clicking the flip axis button " "(:guilabel:`⇄`)." msgstr "" "Wissel de groepen van rijen en kolommen door op de knop As wisselen " "(:guilabel:`⇄`) te klikken." #: ../../content/applications/essentials/reporting.rst:113 msgid "" "Click on a measure's label to sort the values by ascending (⏶) or descending" " (⏷) order." msgstr "" "Klik op het label van een meetwaarde om de waarden oplopend (⏶) of aflopend " "(⏷) te sorteren." #: ../../content/applications/essentials/reporting.rst:114 msgid "" "Download a `.xlsx` version of the pivot by clicking the download button " "(:guilabel:`⭳`)." msgstr "" "Download een `.xlsx` versie van de draaitabel door op de downloadknop " "(:guilabel:`⭳`) te klikken." #: ../../content/applications/essentials/reporting.rst:119 msgid "Using the graph view" msgstr "De grafiekweergave gebruiken" #: ../../content/applications/essentials/reporting.rst:121 msgid "Three graphs are available: the bar, line, and pie charts." msgstr "" "Er zijn drie grafieken beschikbaar: het staaf-, lijn- en cirkeldiagram." #: ../../content/applications/essentials/reporting.rst:123 msgid "" "**Bar charts** are used to show the distribution or a comparison of several " "categories. They are especially useful as they can deal with larger data " "sets." msgstr "" "**Staafdiagrammen** worden gebruikt om de verdeling of de vergelijking van " "verschillende categorieën weer te geven. Ze zijn vooral nuttig omdat ze " "grotere datasetten aankunnen." #: ../../content/applications/essentials/reporting.rst:126 msgid "" "**Line charts** are useful to show changing time series and trends over " "time." msgstr "" "**Lijndiagrammen** zijn handig om veranderende tijdreeksen en trends in de " "tijd weer te geven." #: ../../content/applications/essentials/reporting.rst:128 msgid "" "**Pie charts** are used to show the distribution or a comparison of a small " "number of categories when they form a meaningful whole." msgstr "" "**Cirkeldiagrammen** worden gebruikt om de verdeling of een vergelijking van" " een klein aantal categorieën weer te geven als ze een zinvol geheel vormen." #: ../../content/applications/essentials/reporting.rst:133 msgid "Bar chart" msgstr "Staafdiagram" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a bar chart" msgstr "Weergave van het verkoopanalyserapport als staafdiagram" #: ../../content/applications/essentials/reporting.rst:138 msgid "Line chart" msgstr "Lijndiagram" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a line chart" msgstr "Weergave van het verkoopanalyserapport als lijndiagram" #: ../../content/applications/essentials/reporting.rst:143 msgid "Pie chart" msgstr "Cirkeldiagram" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a pie chart" msgstr "Weergave van het verkoopanalyserapport als cirkeldiagram" #: ../../content/applications/essentials/reporting.rst:149 msgid "" "For **bar** and **line** charts, you can use the stacked option when you " "have at least two groups, which then appear on top of each other instead of " "next to each other." msgstr "" "Voor de **staaf-** en **lijndiagrammen** kan je de optie Gestapeld gebruiken" " als je minstens twee groepen hebt, die dan boven elkaar verschijnen in " "plaats van naast elkaar." #: ../../content/applications/essentials/reporting.rst:154 msgid "Stacked bar chart" msgstr "Gestapeld staafdiagram" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked bar chart example" msgstr "Voorbeeld van een gestapeld staafdiagram" #: ../../content/applications/essentials/reporting.rst:159 msgid "Regular bar chart" msgstr "Gewoon staafdiagram" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked bar chart example" msgstr "Voorbeeld van een niet gestapeld staafdiagram" #: ../../content/applications/essentials/reporting.rst:164 msgid "Stacked line chart" msgstr "Gestapeld lijndiagram" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked line chart example" msgstr "Voorbeeld van een gestapeld lijndiagram" #: ../../content/applications/essentials/reporting.rst:169 #: ../../content/applications/essentials/reporting.rst:184 msgid "Regular line chart" msgstr "Gewoon lijndiagram" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked line chart example" msgstr "Voorbeeld van een niet gestapeld lijndiagram" #: ../../content/applications/essentials/reporting.rst:174 msgid "" "For **line** charts, you can use the cumulative option to sum values, which " "is especially useful to show the change in growth over a time period." msgstr "" "Voor **lijndiagrammen** kan je de optie Cumulatief gebruiken om waarden op " "te tellen, wat vooral handig is om de verandering in groei over een bepaalde" " periode weer te geven." #: ../../content/applications/essentials/reporting.rst:179 msgid "Cumulative line chart" msgstr "Cumulatief lijndiagram" #: ../../content/applications/essentials/reporting.rst:0 msgid "Cumulative line chart example" msgstr "Voorbeeld van een cumulatief lijndiagram" #: ../../content/applications/essentials/reporting.rst:0 msgid "Regular line chart example" msgstr "Voorbeeld van een gewoon lijndiagram" #: ../../content/applications/essentials/search.rst:3 msgid "Search, filter, and group records" msgstr "" #: ../../content/applications/essentials/search.rst:5 msgid "" "Odoo allows for the searching, filtering, and grouping of records in a view " "to display only the most relevant records. The search bar is located at the " "top of the view, start typing to :ref:`search for values `, " "or click the :guilabel:`🔽 (down arrow)` icon to access the :ref:`Filter " "`, :ref:`Group By `, and :ref:`Favorites " "` drop-down menus." msgstr "" #: ../../content/applications/essentials/search.rst:14 msgid "Search for values" msgstr "Waarden zoeken" #: ../../content/applications/essentials/search.rst:16 msgid "" "Use the search field to quickly look for specific values, and add them as a " "filter. Type the value to search for, and select the desired option from the" " drop-down menu to apply the search filter." msgstr "" #: ../../content/applications/essentials/search.rst:20 msgid "" "Instead of adding a :ref:`custom filter ` to select " "records where *Mitchell Admin* is the salesperson on the *Sales Analysis* " "report (:menuselection:`Sales app --> Reporting --> Sales`), search for " "`Mitch`, and click the :guilabel:`⏵ (right arrow)` next to :guilabel:`Search" " Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Searching for a specific value on the Sales Analysis report" msgstr "Een specifieke waarde zoeken in het verkoopanalyserapport" #: ../../content/applications/essentials/search.rst:30 msgid "" "Using the search field is equivalent to using the *contains* operator when " "adding a :ref:`custom filter `. If a partial value is" " entered, and the desired field is directly selected (without selecting the " ":guilabel:`⏵ (right arrow)`), *all* records containing the typed characters " "for the selected field are included." msgstr "" #: ../../content/applications/essentials/search.rst:38 msgid "Filters" msgstr "Filters" #: ../../content/applications/essentials/search.rst:40 msgid "" "Filters are used to select records that meet specific criteria. The default " "selection of records is specific to each view, but can be modified by " "selecting one (or several) :ref:`preconfigured filters " "`, or by adding a :ref:`custom filter " "`." msgstr "" #: ../../content/applications/essentials/search.rst:47 msgid "Preconfigured filters" msgstr "Vooraf geconfigureerde filters" #: ../../content/applications/essentials/search.rst:49 msgid "" "Modify the default selection of records by clicking the :guilabel:`🔽 (down " "arrow)` icon from the search bar, and selecting one (or several) " "*preconfigured filters* from the :guilabel:`Filters` drop-down menu." msgstr "" #: ../../content/applications/essentials/search.rst:54 msgid "" "On the *Sales Analysis* report (:menuselection:`Sales app --> Reporting --> " "Sales`), only records that are at the *sales order* stage, with an *order " "date* within the last 365 days, are selected by default." msgstr "" #: ../../content/applications/essentials/search.rst:58 msgid "" "To also include records at the *quotation* stage, select " ":guilabel:`Quotations` from the :guilabel:`Filters`." msgstr "" #: ../../content/applications/essentials/search.rst:61 msgid "" "Furthermore, to *only* include sales order and quotation records from a " "specific year, like 2024, for example, first remove the existing `Order " "Date: Last 365 Days` filter, by clicking the :guilabel:`❌ (remove)` icon, " "then select :menuselection:`Order Date --> 2024`." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Using preconfigured filters on the Sales Analysis report" msgstr "Gebruik vooraf geconfigureerde filters op het Verkoopanalyserapport" #: ../../content/applications/essentials/search.rst:70 msgid "" "The preconfigured :guilabel:`Filters` are grouped, and each group is " "separated by a horizontal line. Selecting preconfigured filters from the " "same group allows records to match *any* of the applied conditions. However," " selecting filters from different groups requires records to match *all* of " "the applied conditions." msgstr "" #: ../../content/applications/essentials/search.rst:78 msgid "Custom filters" msgstr "Aangepaste filters" #: ../../content/applications/essentials/search.rst:80 msgid "" "If the :ref:`preconfigured filters ` are not " "specific enough, add a custom filter. To do so, click the :guilabel:`🔽 (down" " arrow)` icon in the search bar, then select :menuselection:`Filters --> Add" " Custom Filter`." msgstr "" #: ../../content/applications/essentials/search.rst:84 msgid "" "The :guilabel:`Add Custom Filter` pop-up window displays the matching " "option, filter rule, and a toggle to :guilabel:`Include archived` records." msgstr "" #: ../../content/applications/essentials/search.rst-1 msgid "The Add Custom Filter pop-up window." msgstr "" #: ../../content/applications/essentials/search.rst:91 msgid "" "The default matching configuration is to :guilabel:`Match any of the " "following rules`, indicating that each filter rule is applied independently." " To change the matching configuration to :guilabel:`Match all of the " "following rules`, at least two filter rules must be added to the custom " "filter." msgstr "" #: ../../content/applications/essentials/search.rst:96 msgid "" ":guilabel:`Match all 🔽 of the following rules`: **all** of the filter rules " "must be met. Logically, this is an *AND* (`&`) operation." msgstr "" #: ../../content/applications/essentials/search.rst:98 msgid "" ":guilabel:`Match any 🔽 of the following rules`: **any** of the filter rules " "can be met. Logically, this is an *OR* (`|`) operation." msgstr "" #: ../../content/applications/essentials/search.rst:101 msgid "" "By default, a single filter rule is added to the custom filter. The " "following describes the structure of a filter rule:" msgstr "" #: ../../content/applications/essentials/search.rst:104 msgid "" "The first inline field is the *field name* to filter by. Some fields have " "refined parameters that are nested within another field. These fields have " "an :guilabel:`> (arrow)` icon beside them, which can be selected to reveal " "the nested fields." msgstr "" #: ../../content/applications/essentials/search.rst:107 msgid "" "The second inline field is the conditional *operator* used to compare the " "field name to the value. The :ref:`available conditional operators " "` are specific to the field's data type." msgstr "" #: ../../content/applications/essentials/search.rst:110 msgid "" "The third inline field is the variable *value* of the field name. The value " "input may appear as a drop-down menu, a text input, a number input, a " "date/time input, a boolean selector, or it may be blank, depending on the " "operator used and the field's data type." msgstr "" #: ../../content/applications/essentials/search.rst:114 msgid "" "Three inline buttons are also available to the right of the rule's filter " "criteria:" msgstr "" #: ../../content/applications/essentials/search.rst:116 msgid ":guilabel:`➕ (plus sign)`: adds a new rule below the existing rule." msgstr "" #: ../../content/applications/essentials/search.rst:117 msgid "" ":guilabel:`(Add branch)`: adds a new group of rules below the existing rule," " with the :guilabel:`any` and :guilabel:`all` matching options available to " "define how each rule within this branch is applied to the filter. If the " "matching option is set to the same as the parent group, the fields are moved" " to join the parent group." msgstr "" #: ../../content/applications/essentials/search.rst:123 msgid "" "If the matching option is set to :guilabel:`Match all 🔽 of the following " "rules`, and a new branch is added with its matching option changed from " ":guilabel:`any 🔽 of` to :guilabel:`all 🔽 of`, the newly-added branch " "disappears, and its group of rules are moved to the parent group." msgstr "" #: ../../content/applications/essentials/search.rst:128 msgid "" ":guilabel:`🗑️ (garbage can)`: deletes the node. If a branch node is deleted," " all children of that node are deleted, as well." msgstr "" #: ../../content/applications/essentials/search.rst:131 msgid "" "A new filter rule can be added to the custom filter by clicking the " ":guilabel:`New Rule` button." msgstr "" #: ../../content/applications/essentials/search.rst:133 msgid "" "Once the filter criteria are defined, click :guilabel:`Add` to add the " "custom filter to the view." msgstr "" #: ../../content/applications/essentials/search.rst:136 msgid "" "To target all leads and opportunities from the :menuselection:`CRM` app that" " are in the *Won* stage, and have an expected revenue greater than $1,000, " "the following should be entered:" msgstr "" #: ../../content/applications/essentials/search.rst:139 msgid ":guilabel:`Match all 🔽 (down arrow) of the following rules:`" msgstr "" #: ../../content/applications/essentials/search.rst:141 msgid ":guilabel:`Stage` :guilabel:`is in` :guilabel:`Won`" msgstr "" #: ../../content/applications/essentials/search.rst:142 msgid ":guilabel:`Expected Revenue` :guilabel:`>` `1,000`" msgstr "" #: ../../content/applications/essentials/search.rst:143 msgid ":guilabel:`any 🔽 (down arrow)` :guilabel:`of:`" msgstr "" #: ../../content/applications/essentials/search.rst:145 msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Lead`" msgstr "" #: ../../content/applications/essentials/search.rst:146 msgid ":guilabel:`Type` :guilabel:`=` :guilabel:`Opportunity`" msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Adding a custom filter to filter specific records in CRM." msgstr "" #: ../../content/applications/essentials/search.rst:153 msgid "" "Activate :ref:`developer-mode` to reveal each field's technical name and " "data type, as well as the :guilabel:`# Code editor` text area below the " "filter rules, to view and edit the domain manually." msgstr "" #: ../../content/applications/essentials/search.rst:160 msgid "Group records" msgstr "Records groeperen" #: ../../content/applications/essentials/search.rst:162 msgid "" "The display of records in a view can be clustered together, according to one" " of the *preconfigured groups*. To do so, click the :guilabel:`🔽 (down " "arrow)` icon in the search bar, then select one of the :guilabel:`Group By` " "options from the drop-down menu." msgstr "" #: ../../content/applications/essentials/search.rst:167 msgid "" "To group the records by salesperson on the *Sales Analysis* report " "(:menuselection:`Sales app --> Reporting --> Sales`), click the " ":guilabel:`Salesperson` option from the :guilabel:`Group By` drop-down menu." " The view changes to group the records by salesperson, without filtering out" " any records." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Grouping records on the Sales Analysis report" msgstr "Records groeperen op het verkoopanalyserapport" #: ../../content/applications/essentials/search.rst:176 msgid "" "It is possible to *customize groups* by using a field present on the model. " "To do so, click :menuselection:`Add Custom Group`, and select a field from " "the drop-down menu." msgstr "" #: ../../content/applications/essentials/search.rst:180 msgid "" "Several groups can be used at the same time. The first group that is " "selected is the main cluster, the next one that is added further divides the" " main group's categories, and so on. Furthermore, filters and groups can be " "used together to refine the view even more." msgstr "" #: ../../content/applications/essentials/search.rst:187 msgid "Comparison" msgstr "Vergelijking" #: ../../content/applications/essentials/search.rst:189 msgid "" "Certain reporting dashboards include a :guilabel:`Comparison` section in the" " drop-down menus of their :guilabel:`Search...` bars. This includes the " ":doc:`Overall Equipment Effectiveness " "<../inventory_and_mrp/manufacturing/reporting/oee>` report for the " "*Manufacturing* app, and the :doc:`Purchase " "<../inventory_and_mrp/purchase/advanced/analyze>` report for the *Purchase* " "app, among others." msgstr "" #: ../../content/applications/essentials/search.rst:195 msgid "" "The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used" " to compare data from two different time periods. There are two comparison " "options to choose from: :guilabel:`(Time Filter): Previous Period` and " ":guilabel:`(Time Filter): Previous Year`." msgstr "" #: ../../content/applications/essentials/search.rst:200 msgid "" "For some reports, the :guilabel:`Comparison` section **only** appears in the" " :guilabel:`Search...` bar drop-down menu if one (or more) time periods have" " been selected in the :guilabel:`Filters` column. This is because, if no " "time period is specified, there is nothing to compare." msgstr "" #: ../../content/applications/essentials/search.rst:205 msgid "" "Additionally, some reports only allow use of the :guilabel:`Comparison` " "feature when the :icon:`fa-pie-chart` :guilabel:`(pie chart)` graph type, or" " the :icon:`oi-view-pivot` :guilabel:`(pivot)` view, is selected. A " ":guilabel:`Comparison` option can be selected even if another view is " "enabled, but doing so does **not** change the way data is displayed on the " "report." msgstr "" #: ../../content/applications/essentials/search.rst-1 msgid "The Search... bar for the production analysis report." msgstr "" #: ../../content/applications/essentials/search.rst:215 msgid "" "To view data using one of the two comparisons, begin by selecting a time " "period in the :guilabel:`Filters` column of the :guilabel:`Search...` bar " "drop-down menu. Then, select either :guilabel:`(Time Filter): Previous " "Period` or :guilabel:`(Time Filter): Previous Year` in the " ":guilabel:`Comparison` section." msgstr "" #: ../../content/applications/essentials/search.rst:220 msgid "" "With one of the :guilabel:`Comparison` options enabled, the report compares " "the data for the selected period, with the data for the same unit of time " "(month, quarter, year), one period or year prior. The way the data is " "displayed depends on the selected view:" msgstr "" #: ../../content/applications/essentials/search.rst:224 msgid "" "The :icon:`fa-bar-chart` :guilabel:`(bar chart)` shows two bars, side-by-" "side, for each unit of time for the selected time period. The left bar " "represents the selected time period, while the right bar represents the " "previous time period." msgstr "" #: ../../content/applications/essentials/search.rst:227 msgid "" "The :icon:`fa-line-chart` :guilabel:`(line chart)` is displayed with two " "lines, one representing the selected time period, and the other representing" " the previous time period." msgstr "" #: ../../content/applications/essentials/search.rst:229 msgid "" "The :icon:`fa-pie-chart` :guilabel:`(pie chart)` appears as a large circle " "with a smaller circle inside. The larger circle represents the selected time" " period, while the smaller circle represents the previous time period." msgstr "" #: ../../content/applications/essentials/search.rst:232 msgid "" "The :icon:`oi-view-pivot` :guilabel:`(pivot table)` is displayed with each " "column split into two smaller columns. The right column represents the " "selected time period, while the left column represents the previous time " "period." msgstr "" #: ../../content/applications/essentials/search.rst:237 msgid "" "In the :guilabel:`Production Analysis` report of the " ":menuselection:`Manufacturing` app, data for the second quarter of 2024 is " "compared to data for the second quarter of 2023. :guilabel:`Q2` is selected " "in the :guilabel:`End Date` filter section of the :guilabel:`Search...` bar " "drop-down menu. In the :guilabel:`Comparison` section, :guilabel:`End Date: " "Previous Year` is selected." msgstr "" #: ../../content/applications/essentials/search.rst:242 msgid "" "The current year is 2024, so the larger circle shows data for the second " "quarter (Q2) of 2024. The smaller circle shows data for the second quarter " "(Q2) of 2023, which is the same time period, but one *year* prior." msgstr "" #: ../../content/applications/essentials/search.rst:246 msgid "" "If :guilabel:`End Date: Previous Period` is selected instead, the smaller " "circle shows data for the first quarter (Q1) of 2024, which is the same time" " period, but one *period* prior." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "The comparison view of the Production Analysis report." msgstr "" #: ../../content/applications/essentials/search.rst:256 msgid "Favorites" msgstr "Favorieten" #: ../../content/applications/essentials/search.rst:258 msgid "" "Favorites are a way to save a specific search for future use, or as the new " "default filter for the view." msgstr "" #: ../../content/applications/essentials/search.rst:261 msgid "" "To save the current view as a favorite, click the :guilabel:`🔽 (down arrow)`" " icon in the search bar, then select the :guilabel:`Save current search` " "drop-down menu to display the following options:" msgstr "" #: ../../content/applications/essentials/search.rst:265 msgid "Filter name: name of the favorited search." msgstr "" #: ../../content/applications/essentials/search.rst:266 msgid "" ":guilabel:`Default filter`: sets the favorited search as the default filter " "for the view." msgstr "" #: ../../content/applications/essentials/search.rst:267 msgid "" ":guilabel:`Shared`: makes the favorited search available to all users. By " "default, the favorited search is only available to the user who created it." msgstr "" #: ../../content/applications/essentials/search.rst:270 msgid "" "Once the options are set, click :guilabel:`Save` to save the favorited " "search." msgstr "" #: ../../content/applications/essentials/search.rst-1 msgid "Saving a favorite search on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:276 msgid "" "Saved favorites can be accessed by clicking the :guilabel:`🔽 (down arrow)` " "icon in the search bar, then selecting the saved filter in the " ":guilabel:`Favorites` drop-down menu. To remove a saved favorite, click the " ":guilabel:`🗑️ (garbage can)` icon next to the favorited search." msgstr "" #: ../../content/applications/essentials/search.rst:281 msgid "" "To view *all* favorited searches, first activate :ref:`developer-mode`, and " "navigate to :menuselection:`Settings app --> Technical --> User Interface: " "User-defined Filters`. From here, all favorited searches can be viewed, " "edited, archived, or deleted." msgstr ""