# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Tiffany Chang, 2024 # Eric Geens , 2024 # Martin Trigaux, 2024 # Yenthe Van Ginneken , 2024 # Gunther Clauwaert , 2024 # Jolien De Paepe, 2025 # Manon Rondou, 2025 # Wil Odoo, 2025 # Erwin van der Ploeg , 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: 2024-10-08 06:34+0000\n" "Last-Translator: Erwin van der Ploeg , 2025\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/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "Verkoop" #: ../../content/applications/sales/crm.rst:8 msgid "CRM" msgstr "CRM" #: ../../content/applications/sales/crm.rst:10 msgid "" "**Odoo CRM** helps you organize your sales activities: track leads, close " "opportunities and get accurate forecasts. Keep opportunities organized with " "the pipeline and manage your day-to-day activities with meetings and next " "activities." msgstr "" "**Odoo CRM** helpt je bij het organiseren van je verkoopactiviteiten: volg " "leads, sluit kansen en krijg nauwkeurige prognoses. Houd kansen " "georganiseerd met de pijplijn en beheer je dagelijkse activiteiten met " "vergaderingen en volgende activiteiten." #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "Verwerven van leads" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "Converteer leads naar prospects" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" "*Leads* act as a qualifying step before an opportunity is created. This " "provides additional time to review its potential, and gauge its viability, " "before the opportunity is assigned to a salesperson." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 #: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/configuration.rst:54 #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:35 #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:9 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:72 #: ../../content/applications/sales/point_of_sale/preparation.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10 #: ../../content/applications/sales/sales/gelato.rst:15 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:13 #: ../../content/applications/sales/subscriptions/closing.rst:9 #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:17 msgid "Configuration" msgstr "Configuratie" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" "To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " "Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " "Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads setting on CRM configuration page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" "Activating this feature adds a new menu option, :guilabel:`Leads`, to the " "header bar, located along the top of the screen." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads menu on CRM application." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 msgid "" "Once the *Leads* setting has been activated, it applies to all sales teams " "by default. To turn off leads for a specific team, navigate to " ":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " "team from the list to open that team's configuration page. Clear the " ":guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` " "field, then click :guilabel:`Save`." msgstr "" "Zodra de instelling *Leads* is geactiveerd, is deze standaard van toepassing" " op alle verkoopteams. Om leads voor een specifiek team uit te schakelen, " "navigeer je naar :menuselectie:`CRM app --> Configuratie --> " "Verkoopploegen`. Selecteer vervolgens een team uit de lijst om de " "configuratiepagina van dat team te openen. Schakel het selectievakje " ":guilabel:`Leads` uit, dat zich onder het veld :guilabel:`Sales Team` " "bevindt en klik vervolgens op :guilabel:`Save`." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:36 msgid "Convert a lead into an opportunity" msgstr "Converteer een lead in een opportuniteit" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 msgid "" "To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app" " --> Leads`, and click on a lead from the list to open it." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:42 msgid "" "If a :guilabel:`Similar Leads` smart button appears at the top of the page " "for the lead, it indicates a similar lead or opportunity already exists in " "the database. Before converting this lead, click the smart button to confirm" " if the lead should be merged." msgstr "" "Als er boven aan de pagina voor de lead een :guilabel:`Similar Leads` slimme" " knop verschijnt, geeft dit aan dat er al een vergelijkbare lead of " "mogelijkheid bestaat in de database. Voordat je deze lead converteert, klik " "je op de slimme knop om te bevestigen of de lead moet worden samengevoegd." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:0 msgid "Close up of a lead with emphasis on the Similar Leads smart button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:50 msgid "" "Click the :guilabel:`Convert to Opportunity` button, located at the top-left" " of the page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity button on a lead record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" "This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the " ":guilabel:`Conversion Action` field, select the :guilabel:`Convert to " "opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 msgid "" "To merge this lead with an existing similar lead or opportunity, select " ":guilabel:`Merge with existing opportunities` in the :guilabel:`Conversion " "Action` field. This generates a list of the similar leads/opportunities to " "be merged." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:64 #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:38 msgid "" "When merging, Odoo gives priority to whichever lead/opportunity was created " "in the system first, merging the information into the first created " "lead/opportunity. However, if a lead and an opportunity are being merged, " "the resulting record is referred to as an opportunity, regardless of which " "record was created first." msgstr "" "Bij het samenvoegen geeft Odoo voorrang aan de lead/opportunity die het " "eerst in het systeem is aangemaakt, waardoor de informatie wordt " "samengevoegd in de eerst aangemaakte lead/opportunity. Als echter een lead " "en een opportunity worden samengevoegd, wordt het resulterende record een " "opportunity genoemd, ongeacht welk record het eerst is aangemaakt." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:69 msgid "" "Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" " the opportunity should be assigned. Neither field is required, though if a " "selection is made in the :guilabel:`Salesperson` field, the :guilabel:`Sales" " Team` field is populated automatically, based on the salesperson's team " "assignments." msgstr "" "Selecteer vervolgens een :guilabel:`verkoper` en een :guilabel:`verkoopteam`" " waaraan de opportunity moet worden toegewezen. Geen van beide velden is " "verplicht, maar als er een selectie wordt gemaakt in het " ":guilabel:`Verkoper` veld, wordt het :guilabel:`Verkoopteam` veld " "automatisch ingevuld, gebaseerd op de teamtoewijzingen van de verkoper." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:74 msgid "" "If the lead has already been assigned to a salesperson or a team, these " "fields automatically populate with that information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity pop-up." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:81 msgid "" "Under the :guilabel:`Customer` heading, choose from the following options:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:83 msgid "" ":guilabel:`Create a new customer`: choose this option to use the information" " in the lead to create a new customer record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:85 msgid "" ":guilabel:`Link to an existing customer`: choose this option, then select a " "customer from the resulting drop-down menu, to link this opportunity to an " "existing customer record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:87 msgid "" ":guilabel:`Do not link to a customer`: choose this option to convert the " "lead, but not link it to a new or existing customer." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 msgid "" "Lastly, when all configurations are complete, click :guilabel:`Create " "Opportunity`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:92 msgid "" "To view the newly created opportunity, navigate to :menuselection:`CRM app " "--> My Pipeline`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 msgid "" "Some filters may need to be removed from the :guilabel:`Search...` bar on " "the top :guilabel:`Pipeline` page to view all opportunities." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:3 msgid "Create leads (from email or manually)" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:8 msgid "" "Leads can be added to the *CRM* app from custom email aliases, and by " "manually creating new records. This is in addition to the leads and " "opportunities created in the app through the :doc:`website contact form " "`." msgstr "" "Leads kunnen worden toegevoegd aan de *CRM* app vanuit aangepaste " "e-mailaliassen en door handmatig nieuwe records aan te maken. Dit komt " "bovenop de leads en opportunities die in de app worden aangemaakt via het " ":doc:`website contactformulier `." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:12 msgid "" "First, ensure the *Leads* feature is enabled in the database by navigating " "to :menuselection:`CRM app --> Configuration --> Settings`. Tick the " ":guilabel:`Leads` checkbox, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:19 msgid "Configure email aliases" msgstr "Configureer e-mail aliassen" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:21 msgid "" "Each sales team has the option to create and utilize their own unique email " "alias. When messages are sent to this address, a lead (or opportunity), is " "created with the information from the message." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:25 msgid "" "To create or update a sales teams' email alias, navigate to " ":menuselection:`CRM app --> Configuration --> Sales Teams`. Click on a team " "from the list to open the team's details page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The sales team details page, focused on the email alias section." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:32 msgid "" "In the :guilabel:`Email Alias` field, enter a name for the email alias, or " "edit the existing name. In the :guilabel:`Accept Emails From` field, use the" " drop-down menu to choose who is allowed to send messages to this email " "alias:" msgstr "" "Voer in het veld :guilabel:`Email Alias` een naam in voor de e-mail alias of" " bewerk de bestaande naam. Gebruik in het veld :guilabel:`Accept Emails " "From` het vervolgkeuzemenu om te kiezen wie berichten naar deze e-mailalias " "mag sturen:" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:36 msgid ":guilabel:`Everyone`: messages are accepted from any email address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:37 msgid "" ":guilabel:`Authenticated Partners`: only accepts messages from email " "addresses associated with a a partner (contact or customer) record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:39 msgid "" ":guilabel:`Followers only`: only accepts messages from those who are " "following a record related to the team, such as a lead or opportunity. " "Messages are also accepted from team members." msgstr "" ":guilabel:`Alleen volgers`: accepteert alleen berichten van degenen die een " "record volgen dat gerelateerd is aan het team, zoals een lead of kans. " "Berichten worden ook geaccepteerd van teamleden." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:41 msgid "" ":guilabel:`Authenticated Employees`: only accepts messages from email " "addresses that are connected to a record in the *Employees* app." msgstr "" ":guilabel:`Geauthenticeerde werknemers`: accepteert alleen berichten van " "e-mailadressen die zijn gekoppeld aan een record in de app *Werknemers*." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:45 msgid "Leads created from email" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:47 msgid "" "Leads created from email alias messages can be viewed by navigating to " ":menuselection:`CRM app --> Leads`. Click a lead from the list to open it, " "and view the details." msgstr "" "Leads die zijn aangemaakt vanuit e-mail alias berichten kunnen worden " "bekeken door te navigeren naar :menuselectie:`CRM app --> Leads`. Klik op " "een lead in de lijst om deze te openen en de details te bekijken." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:50 msgid "" "The email received by the alias is added to the *chatter* thread for the " "lead. The subject line of the message is added to the title field, and the " ":guilabel:`Email` field is updated with the contact's email address." msgstr "" "De e-mail die wordt ontvangen door de alias wordt toegevoegd aan de " "*chatter* thread voor de lead. De onderwerpregel van het bericht wordt " "toegevoegd aan het titelveld en het :guilabel:`Email` veld wordt bijgewerkt " "met het e-mailadres van de contactpersoon." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The chatter thread of a newly created lead in the CRM app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:59 msgid "" "If the *leads* feature is **not** enabled on the database, messages to the " "email alias are added to the database as opportunities." msgstr "" "Als de functie *leads* **niet** is ingeschakeld in de database, worden " "berichten aan de e-mail alias toegevoegd aan de database als kansen." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:63 msgid ":doc:`../../../general/email_communication`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:66 msgid "Manually create leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:68 msgid "" "Leads can be added directly to the *CRM* app by manually creating a new " "record. Navigate to :menuselection:`CRM app --> Leads` to view a list of " "existing leads." msgstr "" "Leads kunnen rechtstreeks aan de *CRM* app worden toegevoegd door handmatig " "een nieuw record aan te maken. Navigeer naar :menuselection:`CRM app --> " "Leads` om een lijst met bestaande leads te bekijken." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:72 msgid "" "Leads can also be added via the :doc:`Generate Leads ` button." msgstr "" "Leads kunnen ook worden toegevoegd via de :doc:`Genereer Leads " "` knop." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:74 msgid "" "At the top-left of the list, click :guilabel:`New` to open a blank " ":guilabel:`Leads` form." msgstr "" "Klik linksboven in de lijst op :guilabel:`New` om een leeg :guilabel:`Leads`" " formulier te openen." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:76 msgid "" "In the first field of the new form, enter a title for the new lead. Next, " "enter a :guilabel:`Contact Name`, and a :guilabel:`Company Name`." msgstr "" "Voer in het eerste veld van het nieuwe formulier een titel in voor de nieuwe" " lead. Voer vervolgens een :guilabel:`Contactnaam` en een " ":guilabel:`Bedrijfsnaam` in." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:80 msgid "" "If a lead is :doc:`converted to an opportunity `, the " ":guilabel:`Company Name` field is used to either link this opportunity to an" " existing customer, or to create a new customer." msgstr "" "Als een lead is :doc:`geconverteerd naar een opportunity `, wordt " "het :guilabel:`bedrijfsnaam` veld gebruikt om deze opportunity te koppelen " "aan een bestaande klant of om een nieuwe klant aan te maken." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:84 msgid "Manually create opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:86 msgid "" "To manually create an opportunity, navigate to :menuselection:`CRM app --> " "Sales --> My Pipeline`. At the top-left of the page, click :guilabel:`New` " "to create a new opportunity Kanban card. In the " ":guilabel:`Organization/Contact` field, enter the name of the company the " "opportunity is for." msgstr "" "Om handmatig een opportunity aan te maken, navigeer je naar " ":menuselectie:`CRM app --> Verkoop --> Mijn pijplijn`. Klik linksboven op " ":guilabel:`New` om een nieuwe opportunity Kanban-kaart te maken. Voer in het" " :guilabel:`Organisatie/Contact` veld de naam in van het bedrijf waar de " "opportunity voor is." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:90 msgid "" "Choose a name, and enter it in the :guilabel:`Opportunity` field. *This is a" " required field.* When manually creating an opportunity, it is helpful to " "add a name that relates to the details of the opportunity." msgstr "" "Kies een naam en voer deze in het :guilabel:`Opportunity` veld in. *Dit is " "een verplicht veld.* Als je handmatig een opportunity aanmaakt, is het " "handig om een naam toe te voegen die betrekking heeft op de details van de " "opportunity." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:95 msgid "" "In the example below, the opportunity is named `5 VP Chairs`. This " "identifies the product the customer is interested in, as well as the " "potential number of products." msgstr "" "In het onderstaande voorbeeld heet de kans `5 VP Stoelen`. Dit identificeert" " het product waarin de klant geïnteresseerd is en het potentiële aantal " "producten." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:0 msgid "An example of an opportunity in the CRM pipeline." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:102 msgid "" "Enter the contact information for the opportunity in the :guilabel:`Email` " "and :guilabel:`Phone` fields." msgstr "" "Voer de contactgegevens voor de vacature in de velden :guilabel:`Email` en " ":guilabel:`Telefoon` in." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:105 msgid "" "In the :guilabel:`Expected Revenue` field, enter an estimated value for the " "opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:108 msgid "" "The information in the :guilabel:`Expected Revenue` and priority fields can " "be used to track performance for individual salespeople, and on a team " "basis. See :doc:`../performance/expected_revenue_report` and " ":doc:`../track_leads/lead_scoring` for more information." msgstr "" "De informatie in de velden :guilabel:`Verwachte omzet` en prioriteit kan " "worden gebruikt om de prestaties van individuele verkopers en teams bij te " "houden. Zie :doc:`../performance/expected_revenue_report` en " ":doc:`../track_leads/lead_scoring` voor meer informatie." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:113 msgid "Then, use the |st-o| :guilabel:`(star)` icons to assign a priority." msgstr "" "Gebruik dan de |st-o| :guilabel:`(ster)` pictogrammen om een prioriteit toe " "te kennen." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:115 msgid "|st-o| |st-o| |st-o|: low priority" msgstr "|st-o| |st-o| |st-o|: lage prioriteit" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:116 msgid "|st| |st-o| |st-o|: medium priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:117 msgid "|st| |st| |st-o|: high priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:118 msgid "|st| |st| |st|: very high priority" msgstr "|st| |st| |st|: zeer hoge prioriteit" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:121 msgid "" "Assigning a priority changes the order of leads in Kanban view, with higher " "priority leads displayed first." msgstr "" "Het toekennen van een prioriteit verandert de volgorde van afleidingen in de" " Kanban-weergave, waarbij afleidingen met een hogere prioriteit als eerste " "worden weergegeven." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:124 msgid "" "Once all the necessary information has been entered, click :guilabel:`Add`." msgstr "" "Zodra alle benodigde informatie is ingevoerd, klik je op " ":guilabel:`Toevoegen`." #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The CRM pipeline with a newly created opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 msgid "" "*Lead mining* is a feature that allows *CRM* users to generate new leads " "directly into their Odoo database. To ensure lead qualification, lead mining" " output is determined by a variety of filtering criteria, such as the " "country, the company size, and the industry." msgstr "" "*Lead mining* is een functie waarmee *CRM* gebruikers nieuwe leads direct in" " hun Odoo database kunnen genereren. Om te zorgen voor leadkwalificatie " "wordt de output van lead mining bepaald door verschillende filtercriteria, " "zoals het land, de bedrijfsgrootte en de branche." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:15 msgid "" "To get started, go to :menuselection:`CRM app --> Configuration --> " "Settings`, and tick the :guilabel:`Lead Mining` checkbox to activate the " "feature. Then, click :guilabel:`Save`." msgstr "" "Om te beginnen ga je naar :menuselection:`CRM app --> Configuratie --> " "Instellingen`, en vink je het :guilabel:`Lead Mining` selectievakje aan om " "de functie te activeren. Klik vervolgens op :guilabel:`Opslaan`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "Activeer lead mining in Odoo CRM instellingen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:23 msgid "Generate leads" msgstr "Leads genereren" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:25 msgid "" "After the *Lead Mining* setting is activated, a new button called *Generate " "Leads* is available to use in the upper-left corner of the *CRM* *Pipeline* " "(:menuselection:`CRM app --> Sales --> My Pipeline`)." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:29 msgid "" "Lead mining requests are also available through :menuselection:`CRM app --> " "Configuration --> Lead Mining Requests`, or through :menuselection:`CRM app " "--> Leads --> Leads`, where the :guilabel:`Generate Leads` button is also " "available." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The Generate Leads button to use the lead mining feature." msgstr "" "De knop Leads genereren om de functie voor het verzamelen van leads te " "gebruiken." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:37 msgid "" "Click the :guilabel:`Generate Leads` button, and a pop-up window appears, " "offering a variety of criteria by which to generate leads." msgstr "" "Klik op de knop :guilabel:`Leads genereren` en er verschijnt een pop-" "upvenster met verschillende criteria om leads te genereren." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "" "The pop-up window with the selection criteria in order to generate leads in " "Odoo." msgstr "" "Het pop-upvenster met de selectiecriteria om leads te genereren in Odoo." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "" "Choose to generate leads for :guilabel:`Companies` to get company " "information only, or choose |CC| to get company information and individual " "employee contact information." msgstr "" "Kies ervoor om leads te genereren voor :guilabel:`Bedrijven` om alleen " "bedrijfsinformatie te krijgen, of kies |CC| om bedrijfsinformatie en " "contactgegevens van individuele werknemers te krijgen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 msgid "" "When targeting |CC|, additional options are available to filter contacts " "based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" "Bij het targeten van |CC| zijn er extra opties beschikbaar om contacten te " "filteren op basis van :guilabel:`Rol` of :guilabel:`Senioriteit`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 msgid "Additional filtering options include the following:" msgstr "Extra filteropties zijn onder andere de volgende:" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:53 msgid "" ":guilabel:`Countries`: filter leads based on the country (or countries) they" " are located in." msgstr "" ":guilabel:`Landen`: filter leads op basis van het land (of de landen) waarin" " ze zich bevinden." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:54 msgid "" ":guilabel:`States`: further filter leads based on the state in which they " "are located, if applicable." msgstr "" ":guilabel:`Staten`: filter leads verder op basis van de staat waarin ze zich" " bevinden, indien van toepassing." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:56 msgid "" ":guilabel:`Industries`: filter leads based on the specific industry they " "work in." msgstr "" ":guilabel:`Industries`: filter leads op basis van de specifieke branche " "waarin ze werken." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:57 msgid "" ":guilabel:`Filter on Size`: tick this checkbox to specify the number of " "employees at the company. This generates a field labeled :guilabel:`Size`. " "Fill in the blanks to create a range for the desired company size." msgstr "" ":guilabel:`Filter op grootte`: vink dit vakje aan om het aantal werknemers " "van het bedrijf op te geven. Dit genereert een veld met de naam " ":guilabel:`Grootte`. Vul de lege vakjes in om een bereik te maken voor de " "gewenste bedrijfsgrootte." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:60 msgid "" ":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " "to." msgstr "" ":guilabel:`Verkoopteam`: kies aan welk verkoopteam de leads worden " "toegewezen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" ":guilabel:`Salesperson`: choose which member of the Sales Team the leads " "will be assigned to." msgstr "" ":guilabel:`Verkoper`: kies aan welk lid van het verkoopteam de leads worden " "toegewezen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:62 msgid "" ":guilabel:`Default Tags`: choose which tags are applied directly to the " "leads once found." msgstr "" ":guilabel:`Default Tags`: kies welke tags direct worden toegepast op de " "leads zodra ze zijn gevonden." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 msgid "" "Make sure to be aware of the latest EU regulations when receiving contact " "information. Get more information about the General Data Protection " "Regulation on `Odoo GDPR `_." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:69 msgid "View leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:71 msgid "" "After leads are generated, they are assigned to the designated salesperson " "and team. To view additional information regarding the lead, select one from" " the list, and click to open it." msgstr "" "Nadat leads zijn gegenereerd, worden ze toegewezen aan de aangewezen " "verkoper en het aangewezen team. Om aanvullende informatie over de lead te " "bekijken, selecteer je er een uit de lijst en klik je erop om hem te openen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:74 msgid "" "In the chatter thread for the lead, additional information is provided. This" " can include the number of employees, the technology used by the company, " "the timezone, and direct contact information." msgstr "" "In de chatter thread voor de lead wordt aanvullende informatie gegeven. Dit " "kan het aantal werknemers zijn, de technologie die het bedrijf gebruikt, de " "tijdzone en directe contactgegevens." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The chatter thread of a newly generated lead." msgstr "De chatter thread van een nieuw gegenereerde lead." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:82 msgid "" "If :guilabel:`Leads` are **not** enabled for the database, then leads are " "generated as *opportunities*, and added to the pipeline for the designated " "salesperson." msgstr "" "Als :guilabel:`Leads` **niet** is ingeschakeld voor de database, dan worden " "leads gegenereerd als *kansen* en toegevoegd aan de pijplijn voor de " "aangewezen verkoper." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:85 msgid "" "To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app" " --> Configuration --> Settings`, and tick the :guilabel:`Leads` checkbox. " "Then, click :guilabel:`Save`." msgstr "" "Om de :guilabel:`Leads` functie in te schakelen, navigeer je naar " ":menuselection:`CRM app --> Configuratie --> Instellingen`, en vink je het " ":guilabel:`Leads` selectievakje aan. Klik vervolgens op :guilabel:`Opslaan`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:89 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61 #: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Prijzen" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:91 msgid "" "Lead mining is an *In-App Purchase* feature, and each generated lead costs " "one :ref:`credit `." msgstr "" "Lead mining is een *In-App Purchase* functie en elke gegenereerde lead kost " "één :ref:`credit `." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:95 msgid "" "Generating |CC| costs one additional credit for each contact generated. See " "here for complete pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" "Het genereren van |CC| kost één extra credit voor elk gegenereerd contact. " "Kijk hier voor volledige prijsinformatie: `Leadgeneratie door Odoo IAP " "`_." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:99 msgid "" "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> " "Settings`. In the :guilabel:`Lead Generation` section, under the " ":guilabel:`Lead Mining` feature, click :guilabel:`Buy Credits`." msgstr "" "Om credits te kopen, navigeer je naar :menuselectie:`CRM app --> " "Configuratie --> Instellingen`. In de :guilabel:`Leadgeneratie` sectie, " "onder de :guilabel:`Lead Mining` functie, klik je op :guilabel:`Koop " "Credits`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:103 msgid "" "Credits may also be purchased by navigating to the :menuselection:`Settings " "app`. In the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` " "feature, click :guilabel:`View My Services`." msgstr "" "Credits kunnen ook worden gekocht door naar de :menuselection:`Instellingen-" "app` te gaan. Klik in de :guilabel:`Contacten` sectie, onder de " ":guilabel:`Odoo IAP` functie, op :guilabel:`Bekijk mijn diensten`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Buy credits in the Odoo IAP settings." msgstr "Koop credits in de Odoo IAP instellingen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:112 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test " "|IAP| features before purchasing more credits for the database. This " "includes demo/training databases, educational databases, and one-app-free " "databases." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:117 msgid ":doc:`/applications/essentials/in_app_purchase`" msgstr ":doc:`/applicaties/essentials/in_app_aankoop`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:3 msgid "Create opportunities from web contact forms" msgstr "Kansen creëren uit webcontactformulieren" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:5 msgid "" "Adding a contact form to a website makes it easy to convert visitors into " "leads and opportunities. After a visitor submits their information, an " "opportunity can be created automatically, and assigned to a designated sales" " team and salesperson." msgstr "" "Door een contactformulier toe te voegen aan een website kun je eenvoudig " "bezoekers omzetten in leads en opportunities. Nadat een bezoeker zijn " "gegevens heeft ingestuurd, kan er automatisch een opportunity worden " "aangemaakt en toegewezen aan een aangewezen verkoopteam en verkoper." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:12 msgid "Customize contact forms" msgstr "Contactformulieren aanpassen" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:14 msgid "" "By default, the *Contact Us* page on an Odoo website displays a " "preconfigured contact form. This form can be customized, as needed, to suit " "the needs of a specific sales team." msgstr "" "Standaard toont de *Contacteer ons* pagina op een Odoo website een vooraf " "geconfigureerd contactformulier. Dit formulier kan naar wens worden " "aangepast aan de behoeften van een specifiek verkoopteam." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:17 msgid "" "Navigate to :menuselection:`Website app --> Contact Us`, then click " ":guilabel:`Edit` in the top-right of the screen to open the web editor. " "Click on the form building block in the body of the webpage to open the form" " configuration settings on the right sidebar. The following options are " "available to customize the contact form from the :guilabel:`From` section of" " the right sidebar:" msgstr "" "Navigeer naar :menuselection:`Website app --> Contact Us` en klik vervolgens" " op :guilabel:`Edit` rechtsboven in het scherm om de webeditor te openen. " "Klik op de bouwsteen van het formulier in de body van de webpagina om de " "instellingen voor formulierconfiguratie in de rechter zijbalk te openen. De " "volgende opties zijn beschikbaar om het contactformulier aan te passen " "vanuit het :guilabel:`Van` gedeelte van de rechter zijbalk:" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1 msgid "The form configuration settings on an Odoo website." msgstr "De instellingen voor formulierconfiguratie op een Odoo-website." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:26 msgid "" ":guilabel:`Action`: the default action for a contact form is :guilabel:`Send" " an Email`. Select :guilabel:`Create an Opportunity` from the drop-down list" " to capture the information in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:29 msgid "" ":guilabel:`Sales Team`: choose a sales team from the drop-down menu that the" " opportunities from this form should be assigned to. This field **only** " "appears if the :guilabel:`Action` field is set to :guilabel:`Create an " "Opportunity`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:32 msgid "" ":guilabel:`Salesperson`: if the opportunities should be assigned to a " "specific salesperson, select them from the drop-down menu. If no selection " "is made in this field, the opportunities are assigned based on the team's " "existing rules." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:35 msgid "" ":guilabel:`Marked Fields`: use this field to alter how the form handles " "marked fields. The default option is to treat marked fields as " ":guilabel:`Required`, which is the recommended setting." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:37 msgid "" ":guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be " "identified. The default character is an asterisk (`*`)." msgstr "" ":guilabel:`Markeer tekst`: kies hoe :guilabel:`gemarkeerde velden` moeten " "worden geïdentificeerd. Het standaardteken is een sterretje (`*`)." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:39 msgid "" ":guilabel:`Labels Width`: use this field to alter the pixel width of the " "labels, if desired." msgstr "" ":guilabel:`Labels Breedte`: gebruik dit veld om de pixelbreedte van de " "labels aan te passen, indien gewenst." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:40 msgid "" ":guilabel:`On Success`: select how the webpage reacts after a customer " "successfully submits a form. :guilabel:`Nothing` keeps the customer on the " "same screen, with the addition of a confirmation message that the form was " "submitted successfully. :guilabel:`Redirect` sends the customer to a new " "webpage, based on the address provided in the :guilabel:`URL` field below. " ":guilabel:`Show Message` replaces the form with a preconfigured message that" " informs the customer someone should respond to them as soon as possible." msgstr "" ":guilabel:`On Success`: selecteer hoe de webpagina reageert nadat een klant " "met succes een formulier heeft verzonden. :guilabel:`Nothing` houdt de klant" " op hetzelfde scherm, met de toevoeging van een bevestigingsbericht dat het " "formulier met succes is verzonden. :guilabel:`Redirect` stuurt de klant naar" " een nieuwe webpagina, gebaseerd op het adres dat is opgegeven in het " ":guilabel:`URL` veld hieronder. :guilabel:`Bericht tonen` vervangt het " "formulier door een vooraf geconfigureerd bericht dat de klant informeert dat" " iemand zo snel mogelijk moet reageren." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:46 msgid "" ":guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On " "Success` field, enter the URL for the webpage, where customers should be " "directed after successfully submitting a form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:48 msgid "" ":guilabel:`Visibility`: use the drop-down menu to add any visibility " "conditions for this field, if desired." msgstr "" ":guilabel:`Zichtbaarheid`: gebruik het uitklapmenu om desgewenst voorwaarden" " voor de zichtbaarheid van dit veld toe te voegen." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:52 msgid "" "If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an " "Opportunity` generates a lead instead. To activate leads, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`, and tick the " ":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:57 msgid "Customize contact form fields" msgstr "Velden van contactformulieren aanpassen" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:59 msgid "" "In addition to the settings for the form, the settings for each field can be" " customized, as well. With the web editor menu still open, click into a " "field to open the :guilabel:`Field` configuration settings section on the " "sidebar. The following options are available to customize a field:" msgstr "" "Naast de instellingen voor het formulier kunnen ook de instellingen voor elk" " veld worden aangepast. Als het menu van de webeditor nog steeds open is, " "klik je op een veld om het gedeelte :guilabel:`Veld` configuratie-" "instellingen op de zijbalk te openen. De volgende opties zijn beschikbaar om" " een veld aan te passen:" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:63 msgid "" ":guilabel:`Type`: choose a custom field option or an existing field type." msgstr "" ":guilabel:`Type`: kies een aangepaste veldoptie of een bestaand veldtype." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:64 msgid "" ":guilabel:`Input Type`: determine the type of information customers should " "input. Available options are :guilabel:`Text`, :guilabel:`Email`, " ":guilabel:`Telephone`, or :guilabel:`Url`. The selection made in this field " "limits the format that customers can use when entering information." msgstr "" ":guilabel:`Invoertype`: bepaal het type informatie dat klanten moeten " "invoeren. Beschikbare opties zijn :guilabel:`Tekst`, :guilabel:`Email`, " ":guilabel:`Telefoon`, of :guilabel:`Url`. De keuze die in dit veld wordt " "gemaakt, beperkt het formaat dat klanten kunnen gebruiken bij het invoeren " "van informatie." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:67 msgid ":guilabel:`Label`: enter the name for the field." msgstr ":guilabel:`Label`: voer de naam voor het veld in." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:68 msgid "" ":guilabel:`Position`: choose the way the label is aligned with the rest of " "the form. The label can be hidden, above the field, to the left of the " "field, or right adjusted and closer to the field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:70 msgid "" ":guilabel:`Description`: slide the toggle to add a description for the " "field, which can provide additional instructions to customers. Click under " "the field on the form to add the description." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:72 msgid "" ":guilabel:`Placeholder`: enter an example to help users know how to input " "information where formatting is important, such as a phone number or email " "address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:74 msgid "" ":guilabel:`Default Value`: enter a value to include in the form, by default," " if the customer does not provide information in the field. *It is not " "recommended to include a default value for required fields*." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:77 msgid "" ":guilabel:`Required`: slide the toggle to mark this field as required if it " "**must** be filled in for every submission." msgstr "" ":guilabel:`Verplicht`: verschuif het schakelaartje om dit veld als verplicht" " te markeren als het **voor elke inzending** ingevuld moet worden." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:79 msgid "" ":guilabel:`Visibility`: select when this field should be visible. Use the " "button on the left to choose whether to show or hide this field on a desktop" " users. Use the button on the right to choose whether to show or hide this " "field to mobile users." msgstr "" ":guilabel:`Visibility`: selecteer wanneer dit veld zichtbaar moet zijn. " "Gebruik de knop links om aan te geven of dit veld zichtbaar of onzichtbaar " "moet zijn voor desktopgebruikers. Gebruik de knop rechts om aan te geven of " "dit veld zichtbaar of onzichtbaar moet zijn voor mobiele gebruikers." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:82 msgid ":guilabel:`Animation`: select if this field should have any animation." msgstr ":guilabel:`Animatie`: geef aan of dit veld een animatie moet hebben." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1 msgid "The field configuration settings on an Odoo website." msgstr "De veldconfiguratie-instellingen op een Odoo-website." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:89 msgid "View opportunities" msgstr "Bekijk mogelijkheden" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:91 msgid "" "After a customer submits a contact form, and an opportunity is created, it " "is assigned based on the :ref:`form settings `. " "To view opportunities, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`." msgstr "" "Nadat een klant een contactformulier heeft ingevuld en er een opportunity is" " aangemaakt, wordt deze toegewezen op basis van de " ":ref:`formulierinstellingen `. Om kansen te " "bekijken, navigeer je naar :menuselectie:`CRM app --> Verkoop --> Mijn " "pijplijn`." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:96 msgid "" "If leads are activated on the database, contact form submissions are " "generated as leads, not opportunities. To activate leads, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`, and tick the " ":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:100 msgid "" "Navigate to :menuselection:`CRM app --> Leads` to view the newly-created " "leads." msgstr "" "Navigeer naar :menuselection:`CRM app --> Leads` om de nieuw aangemaakte " "leads te bekijken." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:102 msgid "" "On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in " "the Kanban view to open the opportunity record. The information submitted by" " the customer is visible on the opportunity record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:107 msgid "" "As the contact form fields are customizable, the fields on the opportunity " "record, where the form information is stored, varies accordingly." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:110 msgid "" "If the preconfigured contact form is used, the *Subject* field is added to " "the :guilabel:`Title` field, and the content in the :guilabel:`Notes` field," " which is labeled as :guilabel:`Your Question`, is added to the " ":guilabel:`Internal Notes` tab." msgstr "" "Als het vooraf geconfigureerde contactformulier wordt gebruikt, wordt het " "veld *Onderwerp* toegevoegd aan het :guilabel:`Titel`-veld en wordt de " "inhoud in het :guilabel:`Noten`-veld, dat is gelabeld als :guilabel:`Jouw " "vraag`, toegevoegd aan het :guilabel:`Interne notities`-tabblad." #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:115 msgid ":doc:`../pipeline/manage_sales_teams`" msgstr ":doc:`../pipeline/manage_sales_teams`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:116 msgid ":doc:`convert`" msgstr ":doc:`omzetten`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:117 #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:109 msgid ":doc:`../track_leads/lead_scoring`" msgstr ":doc:`../track_leads/lead_scoring`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:118 msgid ":ref:`Website forms `" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Create and send quotations" msgstr "Offertes maken en versturen" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5 msgid "" "Once a qualified lead has been converted into an opportunity, the next step " "is to create and deliver a quotation. This process can be easily handled " "through Odoo's *CRM* application." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9 msgid "Create a new quotation" msgstr "Maak een nieuwe offerte" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:11 msgid "" "To create a new quotation, open the :menuselection:`CRM app`, revealing the " ":guilabel:`Pipeline` page on the main *CRM* dashboard." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14 msgid "" "From here, click on any opportunity to open it. Review the existing " "information and update any fields, if necessary." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:18 msgid "" "If a quotation has already been created for this opportunity, it can be " "found by clicking on the :guilabel:`Quotations` smart button at the top of " "the top of the form. The number of existing quotations is listed on the " "smart button, as well." msgstr "" "Als er al een offerte is gemaakt voor deze gelegenheid, kun je deze vinden " "door op de :guilabel:`Quotations` slimme knop bovenaan het formulier te " "klikken. Het aantal bestaande offertes wordt ook weergegeven op de slimme " "knop." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:22 msgid "" "At the top-left of the form, click the :guilabel:`New Quotation` button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "Qualified lead form with New Quotation button emphasized." msgstr "" "Formulier voor gekwalificeerde leads met knop Nieuwe offerte benadrukt." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29 msgid "" "The **Sales** application **must** be installed for the :guilabel:`New " "Quotation` button to appear." msgstr "" "De **Sales** applicatie **moet** geïnstalleerd zijn om de :guilabel:`Nieuwe " "offerte` knop te laten verschijnen." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33 msgid "" "The :guilabel:`Customer` field is **not** required on the opportunity form." msgstr "" "Het :guilabel:`Klant` veld is **niet** verplicht op het " "opportunityformulier." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:35 msgid "" "However, customer information must be added or linked before a quotation can" " be sent. If the :guilabel:`Customer` field is left blank on the " "opportunity, clicking the :guilabel:`New Quotation` button opens a pop-up " "window with the following options:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:39 msgid "" ":guilabel:`Create a new customer`: creates a new customer record, using any " "available information provided on the opportunity form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:41 msgid "" ":guilabel:`Link to an existing customer`: opens a drop-down field with " "existing customer names. Select a name to link this new quotation to an " "existing customer record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:43 msgid "" ":guilabel:`Do not link to a customer`: the quotation will **not** be linked " "to a customer, and no changes are made to the customer information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:46 msgid "" "Once this button is clicked, a new quotation form appears. Confirm the " "information in the top half of the form, and update any missing or incorrect" " fields:" msgstr "" "Als je op deze knop klikt, verschijnt er een nieuw offerteformulier. " "Bevestig de informatie in de bovenste helft van het formulier en werk " "ontbrekende of onjuiste velden bij:" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:49 msgid "" ":guilabel:`Customer`: the company or contact for whom this quotation was " "created." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:50 msgid "" ":guilabel:`Referrer`: if this customer was referred by another customer or " "contact, select it from the drop-down menu in this field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52 msgid "" ":guilabel:`Invoice Address`: physical address where the invoice should be " "sent." msgstr "" ":guilabel:`Factuuradres`: fysiek adres waar de factuur naartoe gestuurd moet" " worden." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:53 msgid "" ":guilabel:`Delivery Address`: physical address where any products should be " "delivered." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:54 msgid "" ":guilabel:`Quotation Template`: if applicable, select a pre-configured " ":doc:`quotation template " "` from this field." msgstr "" ":guilabel:`Quotatiesjabloon`: indien van toepassing, selecteer in dit veld " "een vooraf geconfigureerd :doc:`quotatiesjabloon " "`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:56 msgid ":guilabel:`Expiration`: date when this quotation is no longer valid." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:57 msgid "" ":guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation" " date of confirmed orders. Note that this field is only visible if " ":doc:`Developer mode (debug mode) ` is" " active." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:60 msgid "" ":guilabel:`Recurring Plan`: if this quotation is for a recurring product or " "subscription, select the recurring plan configuration to be used." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:62 msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:63 msgid "" ":guilabel:`Payment Terms`: select any applicable payment terms for this " "quotation." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:70 msgid "" "The :guilabel:`Expiration` field automatically populates based on the " "creation date of the quotation, and the default validity time frame." msgstr "" "Het :guilabel:`Expiration` veld wordt automatisch ingevuld op basis van de " "aanmaakdatum van de offerte en de standaard geldigheidsduur." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:73 msgid "" "To update the default validity time frame, navigate to :menuselection:`Sales" " app --> Configuration --> Settings --> Quotations & Orders` and update the " ":guilabel:`Default Quotation Validity` field. To disable automatic " "expiration, enter `0` in this field." msgstr "" "Om de standaard geldigheidsduur bij te werken, navigeer je naar " ":menuselectie:`Verkoop app --> Configuratie --> Instellingen --> Offertes & " "Orders` en werk je het veld :guilabel:`Standaard geldigheid offerte` bij. Om" " het automatisch verlopen uit te schakelen, voer je `0` in dit veld in." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:77 msgid "When the desired changes are complete, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:79 msgid "" "When using a quotation template, the expiration date is based off of the " ":guilabel:`Quotation Validity` field on the template. To alter the validity " "date computation on a template, go to :menuselection:`Sales app --> " "Configuration --> Sales Orders --> Quotation Templates`." msgstr "" "Als je een offertesjabloon gebruikt, wordt de vervaldatum gebaseerd op het " ":guilabel:`Quotation Validity` veld op de sjabloon. Om de berekening van de " "geldigheidsdatum van een sjabloon te wijzigen, ga je naar " ":menuselectie:`Verkoop app --> Configuratie --> Verkooporders --> " "Offertesjablonen`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:83 msgid "" "Then, click on a template to open it, and update the number in the " ":guilabel:`Quotation Validity` field." msgstr "" "Klik vervolgens op een sjabloon om deze te openen en werk het getal bij in " "het :guilabel:`Quotation Validity` veld." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:87 msgid "Order lines" msgstr "Orderregels" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:89 msgid "" "After updating the customer, payment, and deadline information on the new " "quotation, the :guilabel:`Order Lines` tab can be updated with the " "appropriate product information." msgstr "" "Nadat de informatie over de klant, betaling en deadline is bijgewerkt op de " "nieuwe offerte, kan het tabblad :guilabel:`Order Lines` worden bijgewerkt " "met de juiste productinformatie." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:92 msgid "" "To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " "tab." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:94 msgid "" "Next, type the name of an item into the :guilabel:`Product` field to search " "through the product catalog. Then, select a product from the drop-down menu," " or create a new one by selecting :guilabel:`Create` or :guilabel:`Create " "and Edit`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:98 msgid "" "After selecting a product, update the :guilabel:`Quantity`, if necessary. " "Confirm the information in the remaining fields." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:101 msgid "" "To remove a line from the quotation, click the :icon:`fa-trash-o` " ":guilabel:`(trash can)` icon." msgstr "" "Om een regel uit het citaat te verwijderen, klik je op het :icon:`fa-" "trash-o` :guilabel:`(prullenbak)` pictogram." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:103 msgid "" "To organize products into sections click :guilabel:`Add a section` and type " "a name for the section. Then, click the :icon:`oi-draggable` " ":guilabel:`(drag)` icon to the left of the name and drag to move the section" " to the appropriate location. Move each product using the same method to " "finish organizing the quotation order lines." msgstr "" "Om producten in te delen in secties klik je op :guilabel:`Een sectie " "toevoegen` en typ je een naam voor de sectie. Klik vervolgens op het " ":icon:`oi-draggable` :guilabel:`(drag)` pictogram links van de naam en sleep" " om de sectie naar de juiste locatie te verplaatsen. Verplaats elk product " "op dezelfde manier om de orderregels van de offerte te ordenen." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "" "Categories are used to create separate sections on the order lines of a " "quote." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:113 msgid "Product catalog" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:115 msgid "" "To quickly add numerous products to the quotation, click the " ":guilabel:`Catalog` button to open the product catalog." msgstr "" "Om snel een groot aantal producten aan de offerte toe te voegen, klik je op " "de :guilabel:`Catalog` knop om de productcatalogus te openen." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:118 msgid "" "All products in the database are listed as cards and can be sorted in the " "left panel by :guilabel:`Product Category` and :guilabel:`Attributes`." msgstr "" "Alle producten in de database worden weergegeven als kaarten en kunnen in " "het linkerpaneel worden gesorteerd op :guilabel:`Productcategorie` en " ":guilabel:`attributen`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "The product catalog displays all products as cards." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:125 msgid "" "To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button " "on the product card. Set the quantity of the item using the :icon:`fa-plus` " ":guilabel:`(add)` or :icon:`fa-minus` :guilabel:`(subtract)` buttons, or " "type the quantity in the number field between the two buttons. To remove an " "item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product " "card." msgstr "" "Om een product toe te voegen, klik je op de :icon:`fa-shopping-cart` " ":guilabel:`Add` knop op de productkaart. Stel de hoeveelheid van het artikel" " in met de :icon:`fa-plus` :guilabel:`(toevoegen)` of :icon:`fa-minus` " ":guilabel:`(aftrekken)` knoppen, of typ de hoeveelheid in het getallenveld " "tussen de twee knoppen. Om een item te verwijderen klik je op de :icon:`fa-" "trash` :guilabel:`Verwijderen` knop op de productkaart." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "" "The purple add and subtract buttons are used to set the quantity of an item." msgstr "" "De paarse optel- en aftrekknoppen worden gebruikt om de hoeveelheid van een " "item in te stellen." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:134 msgid "" "Once all product quantities are set, click the :guilabel:`Back to Quotation`" " button to return to the quotation. The items selected in the product " "catalog now appear in the :guilabel:`Order Lines` tab." msgstr "" "Zodra alle producthoeveelheden zijn ingesteld, klik je op de " ":guilabel:`Terug naar offerte` knop om terug te keren naar de offerte. De " "geselecteerde artikelen in de productcatalogus verschijnen nu op het tabblad" " :guilabel:`Bestelregels`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138 msgid "Preview and send quotation" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:140 msgid "" "To see a preview of the quotation as the customer will see it, click the " ":guilabel:`Preview` button. Doing so opens a preview in the " ":guilabel:`Customer Portal`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:143 msgid "" "After reviewing the customer preview, click :guilabel:`Return to edit mode` " "to return to the quotation form in the backend." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:146 msgid "" "When the quotation is ready to deliver to the customer, click the " ":guilabel:`Send by Email` button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:148 msgid "" "Doing so opens a pop-up window with a pre-configured email message. " "Information from the quotation, including the contact information, total " "cost, and quotation title are be imported from the quotation." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:152 msgid "A PDF of the quotation is added as an attachment to the email." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:155 msgid "" "A pre-loaded template is used to create the email message. To alter the " "template, click the internal link to the right of the :guilabel:`Load " "template` field, located at the bottom of the email pop-up window." msgstr "" "Een vooraf geladen sjabloon wordt gebruikt om het e-mailbericht te maken. Om" " de sjabloon te wijzigen, klik je op de interne link rechts van het " ":guilabel:`Sjabloon laden` veld, onderaan het pop-upvenster van de e-mail." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:159 msgid "" "To select a new template, select an option from the :guilabel:`Load " "template` drop-down menu." msgstr "" "Om een nieuwe sjabloon te selecteren, kies je een optie uit het keuzemenu " ":guilabel:`Sjabloon laden`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:161 msgid "" "Proceed to make any necessary changes to the email, then click " ":guilabel:`Send`. A copy of the message is added to the *Chatter* of the of " "the record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:164 msgid "" "After a quotation is sent, the originating opportunity's " ":guilabel:`Quotations` smart button updates with a new count. This " "quotation, and all other quotations can be accessed through this smart " "button at the top of the opportunity in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:168 msgid "" "Any quotations attached to the opportunity that are confirmed, and have " "therefore been converted to sales orders, will be deducted from the number " "listed on the :guilabel:`Quotations` smart button. Instead, the value of the" " sales order will appear in the :guilabel:`Orders` smart button located in " "the same control panel." msgstr "" "Alle aan de opportunity gekoppelde offertes die zijn bevestigd en dus zijn " "omgezet in verkooporders, worden afgetrokken van het aantal dat wordt " "weergegeven op de :guilabel:`Quotations` slimme knop. In plaats daarvan " "wordt de waarde van de verkooporder weergegeven in de :guilabel:`Orders` " "slimme knop in hetzelfde bedieningspaneel." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174 msgid "Mark an opportunity won or lost" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:176 msgid "" "In order to keep the pipeline up to date and accurate, opportunities need to" " be identified as *won* or *lost* once a customer has responded to a " "quotation." msgstr "" "Om de pijplijn actueel en accuraat te houden, moeten kansen worden " "geïdentificeerd als *gewonnen* of *verloren* zodra een klant heeft " "gereageerd op een offerte." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:179 msgid "" "To mark an opportunity as *won* or *lost*, return to the opportunity using " "the breadcrumbs at the top-left of the quotation form. Or navigate to " ":menuselection:`CRM app --> Sales --> My Pipeline` and click on the correct " "opportunity to open it." msgstr "" "Om een opportunity te markeren als *gewonnen* of *verloren*, ga je terug " "naar de opportunity via de broodkruimels linksboven in het offerteformulier." " Of navigeer naar :menuselectie:`CRM app --> Verkoop --> Mijn pijplijn` en " "klik op de juiste opportunity om deze te openen." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:183 msgid "" "At the top-left of the form, click on either the :guilabel:`Won` or " ":guilabel:`Lost` button." msgstr "" "Klik linksboven in het formulier op de :guilabel:`Won` of :guilabel:`Lost` " "knop." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:185 msgid "" "If the opportunity is marked *won*, a green :guilabel:`Won` banner is added " "to the record, and it is moved to the :guilabel:`Won` stage." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:188 msgid "" "Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a " ":guilabel:`Mark Lost` pop-up window, where a :guilabel:`Lost Reason` can be " "entered." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:191 msgid "" "From the :guilabel:`Lost Reason` drop-down field, choose an existing lost " "reason. If no applicable reason is available, create a new one by entering " "it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:196 msgid "" "It's best practice to try and use pre-configured :guilabel:`Lost Reason` " "values as much as possible or to limit the creation of new values only to " "sales team leads. Using consistent values for this parameter will make " "pipeline analysis easier and more accurate when filtering for the " ":guilabel:`Lost Reason` parameter." msgstr "" "Het is het beste om zoveel mogelijk gebruik te maken van vooraf " "geconfigureerde :guilabel:`Verloren Reden` waarden of om het aanmaken van " "nieuwe waarden te beperken tot leads van het verkoopteam. Door consistente " "waarden voor deze parameter te gebruiken, wordt de pijplijnanalyse " "eenvoudiger en nauwkeuriger bij het filteren op de :guilabel:`Verloren " "Reden` parameter." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:201 msgid "" "To set up new values for this field, navigate to :menuselection:`CRM --> " "Configuration --> Lost Reasons`, and click both :guilabel:`New` and " ":guilabel:`Save` for each new entry added to the list." msgstr "" "Om nieuwe waarden voor dit veld in te stellen, navigeer je naar " ":menuselectie:`CRM --> Configuratie --> Verliesredenen` en klik je zowel op " ":guilabel:`Nieuw` als op :guilabel:`Opslaan` voor elk nieuw item dat aan de " "lijst wordt toegevoegd." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:205 msgid "" "Additional notes and comments can be added in the :guilabel:`Closing Note` " "field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:207 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:34 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:192 msgid "" "When all the desired information has been entered in the :guilabel:`Mark " "Lost` pop-up window, click :guilabel:`Mark as Lost`." msgstr "" "Wanneer alle gewenste informatie is ingevoerd in het :guilabel:`Markeer als " "verloren` pop-upvenster, klik je op :guilabel:`Markeer als verloren`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:210 msgid "" "Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and " "Odoo returns to the opportunity form, where a new red :guilabel:`Lost` " "banner is now present in the upper-right corner of the opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:214 msgid "" "Once an opportunity is marked as *lost*, it is no longer considered active, " "and it is removed from the pipeline." msgstr "" "Als een opportunity eenmaal als *verloren* is gemarkeerd, wordt hij niet " "langer als actief beschouwd en uit de pijplijn verwijderd." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:217 msgid "" "In order to view a *lost* opportunity from the pipeline, click the " ":guilabel:`down arrow icon` to the right of the search bar, and select " "either :guilabel:`Lost` or :guilabel:`Archived` from the drop-down menu that" " appears." msgstr "" "Om een *verloren* opportunity uit de pijplijn te bekijken, klik je op het " ":guilabel:`pijl omlaag-pictogram` rechts van de zoekbalk en selecteer je " ":guilabel:`Verloren` of :guilabel:`Gearchiveerd` uit het vervolgkeuzemenu " "dat verschijnt." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:222 msgid "" "While opportunities that have been marked as *lost* are considered " "*Archived*, be advised that, in order for an opportunity to be included as " "*lost* in reporting, it **must** be specifically marked as *lost*, not " "*Archived*." msgstr "" "Kansen die gemarkeerd zijn als *verloren* worden beschouwd als " "*Gearchiveerd*. Houd er rekening mee dat een kans alleen als *verloren* in " "de rapportage wordt opgenomen als deze **specifiek* gemarkeerd is als " "*verloren* en niet als *Gearchiveerd*." #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "Optimaliseer uw dagelijks werk" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "CRM Gamification" msgstr "CRM Gamificatie" #: ../../content/applications/sales/crm/optimize/gamification.rst:5 msgid "" "In Odoo's *CRM* app, *gamification tools* provide the opportunity to " "evaluate and motivate users through customizable challenges, goals, and " "rewards. Goals are created to target actions within the *CRM* app, and can " "be tracked and rewarded automatically to participating sales teams." msgstr "" "In Odoo's *CRM* app bieden *gamification tools* de mogelijkheid om " "gebruikers te evalueren en motiveren door middel van aanpasbare uitdagingen," " doelen en beloningen. Doelen worden aangemaakt om acties binnen de *CRM* " "app te targeten, en kunnen automatisch worden bijgehouden en beloond voor " "deelnemende verkoopteams." #: ../../content/applications/sales/crm/optimize/gamification.rst:12 msgid "" "To install the *CRM Gamification* module, navigate to the " ":menuselection:`Apps` application. Click into the :guilabel:`Search...` bar " "at the top of the page and remove the :guilabel:`Apps` filter. Type `CRM " "Gamification` to search." msgstr "" "Om de module *CRM Gamification* te installeren, navigeer je naar de " ":menuselection:`Apps` toepassing. Klik in de balk :guilabel:`Zoeken...` " "bovenaan de pagina en verwijder de filter :guilabel:`Apps`. Typ `CRM " "Gamification` om te zoeken." #: ../../content/applications/sales/crm/optimize/gamification.rst:16 msgid "" "On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This " "module features goals and challenges related to the *CRM* and *Sales* " "applications." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the gamification module being installed in Odoo." msgstr "Zicht op de gamification module die wordt geïnstalleerd in Odoo." #: ../../content/applications/sales/crm/optimize/gamification.rst:24 msgid "" "If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification*" " module is automatically installed on the database." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:27 msgid "" "To access the *Gamification Tools* menu, first enable :ref:`developer-mode`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:29 msgid "" "Next, navigate to :menuselection:`Settings app --> Gamification Tools`." msgstr "" "Navigeer vervolgens naar :menuselectie:`Instellingen app --> Gamification " "Tools`." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View if the gamification tools menu in Odoo Settings." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Create badges" msgstr "Badges maken" #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "" "*Badges* are awarded to users when they have completed a challenge. " "Different badges can be awarded based on the type of task completed, and can" " be issued to more than one user, depending on the time they accomplish the " "goal." msgstr "" "*Badges* worden toegekend aan gebruikers als ze een uitdaging hebben " "voltooid. Er kunnen verschillende badges worden toegekend op basis van het " "type taak dat is voltooid en ze kunnen aan meer dan één gebruiker worden " "toegekend, afhankelijk van de tijd die ze nodig hebben om het doel te " "bereiken." #: ../../content/applications/sales/crm/optimize/gamification.rst:44 msgid "" "To view the existing badges, or create a new one, navigate to " ":menuselection:`Settings --> Gamification Tools --> Badges`." msgstr "" "Om de bestaande badges te bekijken of een nieuwe aan te maken, navigeer je " "naar :menuselection:`Instellingen --> Gamification Tools --> Badges`." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the badges page in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:52 msgid "" "Some badges can be awarded outside of challenges, as well. Select the Kanban" " card for the desired badge, then click :guilabel:`Grant`. This opens a " ":guilabel:`Grant Badge` pop-up window. Select a user from the :guilabel:`Who" " would you like to reward?` field." msgstr "" "Sommige badges kunnen ook buiten uitdagingen om worden toegekend. Selecteer " "de Kanban-kaart voor de gewenste badge en klik dan op :guilabel:`Toekennen`." " Er wordt dan een :guilabel:`Toekennen Badge` pop-up venster geopend. " "Selecteer een gebruiker in het :guilabel:`Wie wil je belonen?" #: ../../content/applications/sales/crm/optimize/gamification.rst:56 msgid "" "Add any additional information regarding why the user is receiving the " "reward in the field below, then click :guilabel:`Grant Badge`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:59 msgid "" "To create a new badge, click :guilabel:`New` at the top-left of the page to " "open a blank form. Enter a name for the :guilabel:`Badge`, followed by a " "description." msgstr "" "Om een nieuwe badge te maken, klik je op :guilabel:`New` linksboven op de " "pagina om een leeg formulier te openen. Voer een naam in voor de " ":guilabel:`badge`, gevolgd door een beschrijving." #: ../../content/applications/sales/crm/optimize/gamification.rst:62 msgid "" "The :guilabel:`Allowance to Grant` field determines when a badge can be " "granted, and by whom:" msgstr "" "Het :guilabel:`Allowance to Grant` veld bepaalt wanneer een badge kan worden" " toegekend en door wie:" #: ../../content/applications/sales/crm/optimize/gamification.rst:64 msgid ":guilabel:`Everyone`: this badge can be manually granted by any user." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:65 msgid "" ":guilabel:`A selected list of users`: this badge can only be granted by a " "select group of users. If this option is selected, it generates a new field," " :guilabel:`Authorized Users`. Choose the appropriate users from this drop-" "down list." msgstr "" ":guilabel:`Een geselecteerde lijst van gebruikers`: deze badge kan alleen " "worden toegekend door een selecte groep gebruikers. Als deze optie is " "geselecteerd, wordt er een nieuw veld gegenereerd, :guilabel:`Gebruikers`. " "Kies de juiste gebruikers uit deze vervolgkeuzelijst." #: ../../content/applications/sales/crm/optimize/gamification.rst:68 msgid "" ":guilabel:`People having some badges`: this badge can only be granted by " "users who have already been awarded a specific badge. If this option is " "selected it generates a new field, :guilabel:`Required Badges`. Use this " "drop-down list to select the badge(s) a user must have before they can award" " this badge to others." msgstr "" ":guilabel:`Mensen met enkele badges`: deze badge kan alleen worden toegekend" " aan gebruikers die al een specifieke badge hebben gekregen. Als deze optie " "is geselecteerd, wordt er een nieuw veld gegenereerd, :guilabel:`Verplichte " "badges`. Gebruik deze vervolgkeuzelijst om de badge(s) te selecteren die een" " gebruiker moet hebben voordat hij deze badge aan anderen kan toekennen." #: ../../content/applications/sales/crm/optimize/gamification.rst:72 msgid "" ":guilabel:`No one, assigned through challenges`: this badge cannot be " "manually granted, it can only be awarded through challenges." msgstr "" ":guilabel:`Niemand, toegekend via uitdagingen`: deze badge kan niet " "handmatig worden toegekend, hij kan alleen via uitdagingen worden toegekend." #: ../../content/applications/sales/crm/optimize/gamification.rst:75 msgid "" "To limit the number of badges a user can send, tick the :guilabel:`Monthly " "Limited Spending` checkbox. This sets a limit on the number of times a user " "can grant this badge. In the :guilabel:`Limitation Number` field, enter the " "maximum number of times this badge can be sent per month, per person." msgstr "" "Om het aantal badges dat een gebruiker kan versturen te beperken, vink je " "het vakje :guilabel:`Monthly Limited Spending` aan. Dit stelt een limiet in " "op het aantal keren dat een gebruiker deze badge kan toekennen. Voer in het " "veld :guilabel:`Beperkingsaantal` het maximum aantal keren in dat deze badge" " per maand, per persoon kan worden verzonden." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "The details page for a new badge." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:87 msgid "Create a challenge" msgstr "Een uitdaging aanmaken" #: ../../content/applications/sales/crm/optimize/gamification.rst:89 msgid "" "To create a challenge, navigate to to :menuselection:`Settings --> " "Gamification Tools --> Challenges`. Click :guilabel:`New` in the top-left " "corner to open a blank challenge form." msgstr "" "Om een uitdaging te maken, ga je naar :menuselection:`Instellingen --> " "Gamification Tools --> Uitdagingen`. Klik op :guilabel:`Nieuw` in de " "linkerbovenhoek om een leeg uitdagingformulier te openen." #: ../../content/applications/sales/crm/optimize/gamification.rst:92 msgid "At the top of the form, enter a :guilabel:`Challenge Name`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:95 msgid "Create assignment rules" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:97 msgid "" "To assign the challenge to specific users, one or more assignment rules must" " be utilized." msgstr "" "Om de uitdaging aan specifieke gebruikers toe te wijzen, moeten een of meer " "toewijzingsregels worden gebruikt." #: ../../content/applications/sales/crm/optimize/gamification.rst:99 msgid "" "Click into the first field under :guilabel:`Assign Challenge to`, and select" " a parameter from the drop-down list to define the rule. Then, click into " "the next field to define the rule's operator. If necessary, click into the " "third field to further define the parameter." msgstr "" "Klik in het eerste veld onder :guilabel:`Wedstrijd toewijzen aan` en " "selecteer een parameter uit de vervolgkeuzelijst om de regel te definiëren. " "Klik dan in het volgende veld om de operator van de regel te definiëren. " "Klik indien nodig in het derde veld om de parameter verder te definiëren." #: ../../content/applications/sales/crm/optimize/gamification.rst:104 msgid "" "To include all users with permissions in the *Sales* app, create a rule with" " the following parameters:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:107 msgid ":guilabel:`Groups`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:108 msgid ":guilabel:`is in`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:109 msgid "`Sales/User: Own Documents Only`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:0 msgid "View of the assignation rules section of a Challenge form." msgstr "Weergave van de toewijzingsregels sectie van een Uitdagingsformulier." #: ../../content/applications/sales/crm/optimize/gamification.rst:115 msgid "" "In the :guilabel:`Periodicity` field, select a time frame for goals to be " "automatically assessed." msgstr "" "Selecteer in het :guilabel:`Periodiciteit` veld een tijdsbestek voor doelen " "die automatisch worden beoordeeld." #: ../../content/applications/sales/crm/optimize/gamification.rst:118 msgid "Add goals" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:120 msgid "" "Challenges can be based on a single goal, or can include multiple goals with" " different targets. To add a goal to the challenge, click :guilabel:`Add a " "line` on the :guilabel:`Goals` tab." msgstr "" "Uitdagingen kunnen gebaseerd zijn op één doel of kunnen meerdere doelen met " "verschillende doelen bevatten. Om een doel aan de uitdaging toe te voegen, " "klik je op :guilabel:`Een regel toevoegen` op het :guilabel:`Doelen` " "tabblad." #: ../../content/applications/sales/crm/optimize/gamification.rst:123 msgid "" "In the :guilabel:`Goal Definition` field, choose a goal from the drop-down " "list. The :guilabel:`Condition` field automatically updates to reflect the " "condition set on the goal definition." msgstr "" "Kies in het :guilabel:`Doeldefinitie` veld een doel uit de " "vervolgkeuzelijst. Het :guilabel:`Voorwaarde` veld wordt automatisch " "aangepast aan de voorwaarde die is ingesteld op de doeldefinitie." #: ../../content/applications/sales/crm/optimize/gamification.rst:128 msgid "" "The *CRM Gamification* module contains preconfigured goals geared towards " "salesteams:" msgstr "" "De module *CRM Gamification* bevat vooraf geconfigureerde doelen gericht op " "salesteams:" #: ../../content/applications/sales/crm/optimize/gamification.rst:130 msgid ":guilabel:`New Leads`" msgstr ":guilabel:`Nieuwe leads`" #: ../../content/applications/sales/crm/optimize/gamification.rst:131 msgid ":guilabel:`Time to Qualify a Lead`" msgstr ":guilabel:`Tijd om een lead te kwalificeren`" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 msgid ":guilabel:`Days to Close a Deal`" msgstr ":guilabel:`Dagen om een deal te sluiten`" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 msgid ":guilabel:`New Opportunities`" msgstr ":guilabel:`Nieuwe kansen`" #: ../../content/applications/sales/crm/optimize/gamification.rst:134 msgid ":guilabel:`New Sales Orders`" msgstr ":guilabel:`Nieuwe verkooporders`" #: ../../content/applications/sales/crm/optimize/gamification.rst:136 msgid "" "Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`." msgstr "" "Voer een :guilabel:`Doel` in voor het doel op basis van de " ":guilabel:`Suffix`." #: ../../content/applications/sales/crm/optimize/gamification.rst:138 msgid "Repeat these steps for each additional goal." msgstr "Herhaal deze stappen voor elk extra doel." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "The goals tab of a challenge form." msgstr "De doelen tab van een uitdaging formulier." #: ../../content/applications/sales/crm/optimize/gamification.rst:145 msgid "Add rewards" msgstr "Beloningen toevoegen" #: ../../content/applications/sales/crm/optimize/gamification.rst:147 msgid "" "Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges ` to be awarded :guilabel:`For 1st User` and :guilabel:`For Every " "Succeeding User` by selecting them from the drop-down lists." msgstr "" "Klik vervolgens op het tabblad :guilabel:`Beloning`. Kies de :ref:`badges " "` die moeten worden toegekend aan :guilabel:`Voor 1e " "gebruiker` en :guilabel:`Voor elke volgende gebruiker` door ze uit de " "vervolgkeuzelijsten te selecteren." #: ../../content/applications/sales/crm/optimize/gamification.rst:152 msgid "" "Badges are granted when a challenge is finished. This is either at the end " "of a running period, at the end date of a challenge, or when the challenge " "is manually closed." msgstr "" "Badges worden toegekend als een uitdaging is afgelopen. Dit is aan het einde" " van een lopende periode, op de einddatum van een uitdaging of wanneer de " "uitdaging handmatig wordt afgesloten." #: ../../content/applications/sales/crm/optimize/gamification.rst:155 msgid "" "After setup is complete, click the :guilabel:`Start Challenge` button at the" " top-left of the page to begin the challenge." msgstr "" "Nadat het instellen is voltooid, klik je op de :guilabel:`Start uitdaging` " "knop linksboven op de pagina om de uitdaging te starten." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3 msgid "Lead enrichment" msgstr "Loodverrijking" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5 msgid "" "*Lead enrichment* is a service that provides business information for a " "contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that" " requires credits to use, and is available for existing leads in an Odoo " "database." msgstr "" "*Leadverrijking* is een service die zakelijke informatie biedt voor een " "contact dat is gekoppeld aan een lead. Leadverrijking is een In-App Purchase" " (IAP) die credits vereist om te gebruiken en is beschikbaar voor bestaande " "leads in een Odoo database." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9 msgid "" "The information provided by lead enrichment can include general information " "about the business (including full business name and logo), social media " "accounts, :guilabel:`Company type`, :guilabel:`Founded` information, " ":guilabel:`Sectors` information, the number of :guilabel:`Employees`, " ":guilabel:`Estimated revenue`, :guilabel:`Phone` number, " ":guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test " ":abbr:`IAP (In-App Purchase)` features before deciding to purchase more " "credits for the database. This includes demo/training databases, educational" " databases, and one-app-free databases." msgstr "" "Enterprise Odoo gebruikers met een geldig abonnement krijgen gratis credits " "om :abbr:`IAP (In-App Purchase)` functies te testen voordat ze besluiten om " "meer credits voor de database aan te schaffen. Dit omvat demo/training " "databases, educatieve databases en één-app-vrije databases." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21 msgid "" "The *leads* feature **must** be activated in the *CRM* settings page in " "order to use lead enrichment. To access the *CRM* settings, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`. Under the " ":guilabel:`CRM` section activate the :guilabel:`Leads` option and click " ":guilabel:`Save`." msgstr "" "De *leads* functie **moet** geactiveerd zijn in de *CRM* instellingenpagina " "om leadverrijking te kunnen gebruiken. Om naar de *CRM* instellingen te " "gaan, navigeer je naar :menuselectie:`CRM app --> Configuratie --> " "Instellingen`. Activeer onder het :guilabel:`CRM` gedeelte de " ":guilabel:`Leads` optie en klik op :guilabel:`Opslaan`." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27 msgid "Lead enrichment set up" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29 msgid "" "To set up lead enrichment in the *CRM* application, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`. Then, under the " ":guilabel:`Lead Generation` section, tick the checkbox next to " ":guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on " "demand only` or :guilabel:`Enrich all leads automatically`. Click the " ":guilabel:`Save` button to activate the changes." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "" "CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n" "leads on demand only chosen." msgstr "" "CRM-pagina met instellingen voor leadgeneratie, met activering van leadverrijking gemarkeerd en enrich\n" "alleen leads op aanvraag verrijken gekozen." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41 msgid "Enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43 msgid "" "Enrichment of leads is based on the domain of the email address of the " "customer set on the lead. There are two different ways that a lead can be " "enriched: *automatically* or *manually*." msgstr "" "Het verrijken van leads is gebaseerd op het domein van het e-mailadres van " "de klant dat op de lead is ingesteld. Er zijn twee verschillende manieren " "waarop een lead kan worden verrijkt: *automatisch* of *handmatig*." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47 msgid "Automatically enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49 msgid "" "During set up, if :guilabel:`Enrich all leads automatically` was selected on" " the *CRM* :guilabel:`Settings` page, then no action needs to be taken by " "the user to enrich the lead. A scheduled action runs automatically, every " "sixty minutes, and enrichment occurs on leads, after a remote database is " "contacted." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55 msgid "" "To access the cron that runs for the automatic lead enrichment, activate " ":ref:`developer mode `, and navigate to " ":menuselection:`Settings app --> Technical menu --> Automation section --> " "Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click " "into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any " "necessary adjustments. In the :guilabel:`Execute Every` field, enter a value" " greater than, or equal to, five minutes." msgstr "" "Om toegang te krijgen tot de cron die wordt uitgevoerd voor de automatische " "leadverrijking, activeer je :ref:`ontwikkelmodus ` en " "navigeer je naar :menuselectie:`Instellingen app --> Technisch menu " "--> Automatiseringssectie --> Geplande acties`. Typ in de balk " ":guilabel:`Zoeken...` `CRM` in. Klik in het resultaat met het label " ":guilabel:`CRM: leads verrijken (IAP)` en pas eventueel aan. Voer in het " "veld :guilabel:`Uitvoeren per` een waarde in die groter is dan of gelijk is " "aan vijf minuten." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62 msgid "" "The following is an example of lead enrichment data that has been " "autocompleted successfully:" msgstr "" "Hieronder zie je een voorbeeld van leadverrijkingsgegevens die met succes " "zijn geautocomplet:" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0 msgid "Chatter showing lead enrichment data." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69 msgid "Manually enrich leads" msgstr "Leads handmatig verrijken" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71 msgid "" "If the :guilabel:`Enrich leads on demand only` option was selected on the " "*CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead " "Enrichment`, each lead that a user wishes to enrich **must** be manually " "enriched. This is achieved by clicking the :guilabel:`Enrich` button in the " "top menu of the lead." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76 msgid "" "The same information will be retrieved at the same :abbr:`IAP (In-App " "Puchase)` credit cost (one per enrichment). This method of enrichment is " "useful when every lead does not need to be enriched, or cost is an issue." msgstr "" "Dezelfde informatie wordt opgehaald tegen dezelfde :abbr:`IAP (In-App " "Puchase)` kredietkosten (één per verrijking). Deze verrijkingsmethode is " "handig als niet elke lead verrijkt hoeft te worden of als de kosten een " "probleem zijn." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Manual enrich button feature highlighted on the CRM lead." msgstr "Handmatige verrijkingsknop op de CRM lead." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85 msgid "" "Manually enrich leads in bulk using the *list* view. First, navigate to " ":menuselection:`CRM app --> Leads`, and click the list view button " "(:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for" " the leads that should be manually enriched. Finally, click the " ":guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting" " drop-down menu. This can also be achieved from the *My Pipeline* page. To " "do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app -->" " Sales --> My Pipeline`. Either route reveals leads and opportunities on the" " :guilabel:`Pipeline` page." msgstr "" "Verrijk leads handmatig in bulk met behulp van de *lijst* weergave. Navigeer" " eerst naar :menuselectie:`CRM app --> Leads` en klik op de knop " "Lijstweergave (:guilabel:`☰ (drie horizontale lijnen)` pictogram). Schakel " "vervolgens de selectievakjes in voor de leads die handmatig moeten worden " "verrijkt. Klik ten slotte op het pictogram :guilabel:`⚙️ Actie` en selecteer" " :guilabel:`Verrijken` in het vervolgkeuzemenu. Dit kan ook worden gedaan " "vanaf de pagina *Mijn pijplijn*. Open hiervoor gewoon de *CRM* app of " "navigeer naar :menuselection:`CRM app --> Sales --> Mijn pijplijn`. In beide" " gevallen verschijnen de leads en opportunities op de :guilabel:`Pipeline` " "pagina." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96 msgid "" "Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead " "costs one credit." msgstr "" "Leadverrijking is een In-App Purchase (IAP) functie en elke verrijkte lead " "kost één credit." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" "Kijk hier voor volledige prijsinformatie: `Lead Generation by Odoo IAP " "`_." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102 msgid "" "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> " "Settings`. In the :guilabel:`Lead Generation` section, under the " ":guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`." msgstr "" "Om credits te kopen, navigeer je naar :menuselectie:`CRM app --> " "Configuratie --> Instellingen`. Klik in de :guilabel:`Leadgeneratie` sectie," " onder de :guilabel:`Leadverrijking` functie, op :guilabel:`Koop Credits`." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Buy credits from the lead enrichment settings." msgstr "Koop credits van de instellingen voor loodverrijking." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110 msgid "" "Credits and balances may also be purchased by navigating to the " ":menuselection:`Settings app`. In the :guilabel:`Contacts` section, under " "the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." msgstr "" "Credits en tegoeden kunnen ook worden gekocht door naar de " ":menuselection:`Instellingen app` te gaan. Klik in de :guilabel:`Contacten` " "sectie, onder de :guilabel:`Odoo IAP` functie, op :guilabel:`Bekijk mijn " "diensten`." #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83 msgid ":doc:`../../../essentials/in_app_purchase`" msgstr ":doc:`../../essentials/in_app_purchase`" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122 msgid "" "When collecting a company's contact information, make sure to be aware of " "the latest EU regulations. For more information about General Data " "Protection Regulation, refer to: `Odoo GDPR `__." msgstr "" "Als je contactgegevens van een bedrijf verzamelt, zorg er dan voor dat je op" " de hoogte bent van de nieuwste EU-regelgeving. Raadpleeg voor meer " "informatie over de Algemene Verordening Gegevensbescherming: `Odoo GDPR " "`__." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich contacts with partner autocomplete" msgstr "Contacten verrijken met partner autocomplete" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5 msgid "" "*Partner autocomplete* enriches the contacts database with corporate data. " "In any module, enter the new company name into the :guilabel:`Customer` " "field (`partner_id` technical field), and select one of the companies " "suggested in the drop-down menu. Instantly get valuable company information " "full of hard-to-find data for a desired company." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11 msgid "" "A company **cannot** already be manually entered in the *Contacts* " "application prior to enriching it with data." msgstr "" "Een bedrijf **kan** niet al handmatig worden ingevoerd in de applicatie " "*Contacten* voordat het wordt verrijkt met gegevens." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14 msgid "" "The information provided by partner autocomplete can include general " "information about the business (including full business name and logo), " "social media accounts, :guilabel:`Company type`, :guilabel:`Founded` " "information, :guilabel:`Sectors` information, the number of " ":guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` " "number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" "De informatie die autocomplete voor partners oplevert, kan algemene " "informatie over het bedrijf bevatten (inclusief de volledige bedrijfsnaam en" " het logo), accounts voor sociale media, :guilabel:`Bedrijfstype`, " ":guilabel:`Opgericht` informatie, :guilabel:`Sectoren` informatie, het " "aantal :guilabel:`Werknemers`, :guilabel:`Geschatte omzet`, " ":guilabel:`Telefoonnummer, :guilabel:`Tijdzone`, en :guilabel:`Gebruikte " "Technologieën`." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21 msgid "" "When getting a company's contact information make sure to be aware of the " "latest EU regulations. For more information about General Data Protection " "Regulation refer to: `Odoo GDPR `_. In Odoo, " "individual contact information cannot be searched for with the partner " "autocomplete feature." msgstr "" "Als je de contactgegevens van een bedrijf ophaalt, zorg er dan voor dat je " "op de hoogte bent van de nieuwste EU-regelgeving. Raadpleeg voor meer " "informatie over de General Data Protection Regulation: `Odoo GDPR " "`_. In Odoo kan niet naar individuele contactgegevens " "worden gezocht met de autoaanvulfunctie voor partners." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29 msgid "" "Go to :menuselection:`Settings app --> Contacts section`. Then, activate the" " :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside " "it, and clicking :guilabel:`Save`." msgstr "" "Ga naar :menuselection:`Instellingen app --> Contactpersonen sectie`. " "Activeer vervolgens de :guilabel:`Partner autoaanvullen` functie door het " "selectievakje ernaast aan te vinken en op :guilabel:`Opslaan` te klikken." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "View of settings page and the activations of the feature in Odoo." msgstr "" "Weergave van de instellingenpagina en de activeringen van de functie in " "Odoo." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37 msgid "Enrich contacts with corporate data" msgstr "Contacten verrijken met bedrijfsgegevens" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39 msgid "" "From any module, as the user is typing in the name of a new company contact," " Odoo reveals a large drop-down menu of potential match suggestions. If any " "are selected, the contact is then populated with corporate data related to " "that specific selection." msgstr "" "Vanuit elke module, wanneer de gebruiker de naam van een nieuw " "bedrijfscontact intypt, toont Odoo een groot drop-down menu met mogelijke " "match suggesties. Als er een wordt geselecteerd, wordt de contactpersoon " "gevuld met bedrijfsgegevens die betrekking hebben op die specifieke " "selectie." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43 msgid "For example, after typing `Odoo`, the following information populates:" msgstr "Als je bijvoorbeeld `Odoo` intypt, verschijnt de volgende informatie:" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "Creating a new contact in Odoo" msgstr "Een nieuw contact aanmaken in Odoo" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49 msgid "" "In the chatter, the following information populates about the company, after" " clicking on the desired pre-populated contact:" msgstr "" "In de chatter verschijnt de volgende informatie over het bedrijf nadat je op" " het gewenste vooraf ingevulde contact hebt geklikt:" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "" "View of the information being shown about odoo with the autocomplete option " "in Odoo" msgstr "" "Weergave van de informatie die wordt getoond over odoo met de autocomplete " "optie in Odoo" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57 msgid "" "Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is" " entered instead of company name." msgstr "" "Partner autoaanvullen werkt ook als een :abbr:`VAT (belasting over de " "toegevoegde waarde)` nummer is ingevoerd in plaats van de bedrijfsnaam." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63 msgid "" "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires" " prepaid credits to be used. Each request consumes one credit." msgstr "" "*Partner Autocomplete* is een *In-App Purchase (IAP)* dienst, waarvoor " "vooraf betaalde credits moeten worden gebruikt. Elke aanvraag verbruikt één " "credit." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66 msgid "" "To buy credits, go to :menuselection:`Settings app --> Contacts section`. " "Then, locate either the :guilabel:`Partner Autocomplete` feature and click " ":guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and " "click :guilabel:`View My Services`. From the resulting page, select a " "desired package." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72 msgid "" "If the database runs out of credits, the only information populated when " "clicking on the suggested company will be the website link and the logo." msgstr "" "Als de database geen credits meer heeft, zal de enige informatie die wordt " "ingevuld als je op het voorgestelde bedrijf klikt de websitelink en het logo" " zijn." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75 msgid "Learn about our `Privacy Policy `_." msgstr "Lees meer over ons `Privacybeleid `_." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3 msgid "Utilize activities for sales teams" msgstr "Gebruik activiteiten voor verkoopteams" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:5 msgid "" "*Activities* are follow-up tasks tied to a record in an *Odoo* database. " "Activities can be scheduled on any page of the database that contains a " "chatter thread, Kanban view, list view, or activities view of an " "application." msgstr "" "*Activiteiten* zijn opvolgingstaken die gekoppeld zijn aan een record in een" " *Odoo* database. Activiteiten kunnen worden gepland op elke pagina van de " "database die een chatter thread, Kanban-weergave, lijstweergave of " "activiteitenweergave van een applicatie bevat." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "" "The summary view of activities for leads and opportunities in an Odoo " "database." msgstr "" "De overzichtsweergave van activiteiten voor leads en opportunities in een " "Odoo database." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "Planned Activities for Leads and Opportunities." msgstr "Geplande activiteiten voor leads en kansen." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16 msgid "Activity types" msgstr "Soorten activiteiten" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18 msgid "" "A set of preconfigured activity types is available in the *CRM* app. To view" " the list of available activity types, navigate to the :menuselection:`CRM " "app --> Configuration --> Activity Types`." msgstr "" "Er is een set vooraf geconfigureerde activiteitstypen beschikbaar in de " "*CRM* app. Om de lijst met beschikbare activiteitstypen te bekijken, " "navigeer je naar de :menuselectie:`CRM app --> Configuratie --> " "Activiteitstypen`." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22 msgid "" "Additional activity types are available within the database, and can be " "utilized through different applications. To access the complete list of " "activity types, go to the :menuselection:`Settings app`, then scroll to the " ":guilabel:`Discuss` section, and click :guilabel:`Activity Types`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27 msgid "The preconfigured activity types for the *CRM* app are as follows:" msgstr "" "De voorgeconfigureerde activiteitstypen voor de *CRM* app zijn als volgt:" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29 msgid "" ":guilabel:`Email`: adds a reminder to the chatter that prompts the " "salesperson to send an email." msgstr "" ":guilabel:`Email`: voegt een herinnering toe aan de chatter die de verkoper " "vraagt om een e-mail te sturen." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30 msgid "" ":guilabel:`Call`: opens a calendar link where the salesperson can schedule " "time to call the contact." msgstr "" ":guilabel:`Bellen`: opent een agendalink waar de verkoper tijd kan inplannen" " om het contact te bellen." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32 msgid "" ":guilabel:`Meeting`: opens a calendar link where the salesperson can " "schedule time to have a meeting with the contact." msgstr "" ":guilabel:`Meeting`: opent een agendalink waar de verkoper tijd kan " "inplannen voor een vergadering met het contact." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34 msgid ":guilabel:`To Do`: adds a general reminder task to the chatter." msgstr "" ":guilabel:`To Do`: voegt een algemene herinneringstaak toe aan de chatter." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35 msgid "" ":guilabel:`Upload Document`: adds a link on the activity where an external " "document can be uploaded. Note that the *Documents* app is **not** required " "to utilize this activity type." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39 msgid "" "If other applications are installed, such as *Sales* or *Accounting*, other " "activity types are made available in the *CRM* app." msgstr "" "Als er andere applicaties zijn geïnstalleerd, zoals *Verkoop* of " "*Boekhouding*, worden andere activiteittypes beschikbaar gemaakt in de *CRM*" " app." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45 msgid "Create a new activity type" msgstr "Een nieuw activiteitstype maken" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:47 msgid "" "To create a new activity type, click :guilabel:`New` at the top-left of the " "page to open a blank form." msgstr "" "Om een nieuw activiteitstype te maken, klik je op :guilabel:`New` linksboven" " op de pagina om een leeg formulier te openen." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:50 msgid "" "At the top of the form, start by choosing a :guilabel:`Name` for the new " "activity type." msgstr "" "Begin bovenaan het formulier met het kiezen van een :guilabel:`Naam` voor " "het nieuwe activiteitstype." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:53 msgid "Activity settings" msgstr "Activiteit instellingen" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56 msgid "Action" msgstr "Actie" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:58 msgid "" "The *Action* field specifies the intent of the activity. Some actions " "trigger specific behaviors after an activity is scheduled." msgstr "" "Het veld *Actie* specificeert de bedoeling van de activiteit. Sommige acties" " triggeren specifiek gedrag nadat een activiteit is ingepland." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:61 msgid "" "If :guilabel:`Upload Document` is selected, a link to upload a document is " "added directly to the planned activity in the chatter." msgstr "" "Als :guilabel:`Upload document` is geselecteerd, wordt een link om een " "document te uploaden direct toegevoegd aan de geplande activiteit in de " "chatter." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:63 msgid "" "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " "have the option to open their calendar to schedule a time for this activity." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:65 msgid "" "If :guilabel:`Request Signature` is selected, a link is added to the planned" " activity in the chatter that opens a signature request pop-up window." msgstr "" "Als :guilabel:`Aanvragen handtekening` is geselecteerd, wordt er een link " "toegevoegd aan de geplande activiteit in de chatter die een pop-upvenster " "voor het aanvragen van een handtekening opent." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "" "The Activity settings on a new activity type with emphasis on the Action " "field." msgstr "" "De Activiteit-instellingen op een nieuw activiteitstype met de nadruk op het" " veld Actie." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:73 msgid "" "The actions available to select on an activity type vary, depending on the " "applications currently installed in the database." msgstr "" "De acties die beschikbaar zijn om op een activiteitstype te selecteren " "variëren, afhankelijk van de applicaties die op dat moment in de database " "geïnstalleerd zijn." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77 msgid "Default user" msgstr "Standaard gebruiker" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:79 msgid "" "To automatically assign this activity to a specific user when this activity " "type is scheduled, choose a name from the :guilabel:`Default User` drop-down" " menu. If this field is left blank, the activity is assigned to the user who" " creates the activity." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84 msgid "Default summary" msgstr "Standaard samenvatting" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:86 msgid "" "To include notes whenever this activity type is created, enter them into the" " :guilabel:`Default Summary` field." msgstr "" "Om notities op te nemen wanneer dit type activiteit wordt aangemaakt, voer " "je ze in het :guilabel:`Default Summary` veld in." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:90 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95 msgid "Next activity" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:97 msgid "" "To automatically suggest, or trigger, a new activity after an activity has " "been marked complete, the :guilabel:`Chaining Type` must be set." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101 msgid "Suggest next activity" msgstr "Volgende activiteit voorstellen" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:103 msgid "" "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " "Activity`. Upon doing so, the field underneath changes to: " ":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " "select any activities to recommend as follow-up tasks to this activity type." msgstr "" "Selecteer :guilabel:`Suggest Next Activity` in het veld :guilabel:`Chaining " "Type`. Als je dit doet, verandert het veld eronder in: :guilabel:`Suggest`. " "Klik op het keuzemenu :guilabel:`Suggest` om activiteiten te selecteren die " "je wilt aanbevelen als vervolgtaken voor dit activiteittype." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The Next Activity section on a new activity type form." msgstr "" "Het onderdeel Volgende activiteit op een nieuw activiteitstype formulier." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:111 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:139 msgid "" "In the :guilabel:`Schedule` field, choose a default deadline for these " "activities. To do so, configure a desired number of :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " ":guilabel:`after completion date` or :guilabel:`after previous activity " "deadline`." msgstr "" "Kies in het :guilabel:`Planning` veld een standaard deadline voor deze " "activiteiten. Stel hiervoor een gewenst aantal :guilabel:`dagen`, " ":guilabel:`weken` of :guilabel:`maanden` in. Bepaal vervolgens of deze moet " "plaatsvinden :guilabel:`na voltooiingsdatum` of :guilabel:`na vorige " "activiteit deadline`." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:116 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:144 msgid "" "This :guilabel:`Schedule` field information can be altered before the " "activity is scheduled." msgstr "" "Deze :guilabel:`Schedule` veldinformatie kan worden gewijzigd voordat de " "activiteit wordt gepland." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:118 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:146 msgid "When all configurations are complete, click :guilabel:`Save`." msgstr "" "Wanneer alle configuraties voltooid zijn, klik je op :guilabel:`Opslaan`." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:121 msgid "" "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " "Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " "users are presented with recommendations for activities as next steps." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "" "A schedule activity pop-up with emphasis on the recommended activities." msgstr "" "Een pop-up met roosteractiviteiten met de nadruk op de aanbevolen " "activiteiten." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130 msgid "Trigger next activity" msgstr "Volgende activiteit activeren" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:132 msgid "" "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " "immediately launches the next activity once the previous one is completed." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:135 msgid "" "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " "Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " ":guilabel:`Trigger` field drop-down menu, select the activity that should be" " launched once this activity is completed." msgstr "" "Als :guilabel:`Trigger Volgende Activiteit` is geselecteerd in het " ":guilabel:`Kettingtype` veld, verandert het veld eronder in: " ":guilabel:`Trigger`. Selecteer in het keuzemenu :guilabel:`Trigger` de " "activiteit die gestart moet worden zodra deze activiteit is voltooid." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:149 msgid "" "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" " Next Activity`, marking the activity as *Done* immediately launches the " "next activity listed in the :guilabel:`Trigger` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154 msgid "Activity tracking" msgstr "Activiteit volgen" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:156 msgid "" "To keep the pipeline up to date with the most accurate view of the status of" " activities, as soon as a lead is interacted with, the associated activity " "should be marked as *Done*. This ensures the next activity can be scheduled " "as needed. It also prevents the pipeline from becoming cluttered with past " "due activities." msgstr "" "Om de pijplijn up-to-date te houden met de meest nauwkeurige weergave van de" " status van activiteiten, moet zodra er interactie is met een lead, de " "bijbehorende activiteit worden gemarkeerd als *Done*. Dit zorgt ervoor dat " "de volgende activiteit gepland kan worden als dat nodig is. Het voorkomt ook" " dat de pijplijn vol komt te zitten met vervallen activiteiten." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:161 msgid "" "The pipeline is most effective when it is kept up-to-date and accurate to " "the interactions it is tracking." msgstr "" "De pijplijn is het meest effectief als deze up-to-date wordt gehouden en " "nauwkeurig is voor de interacties die worden bijgehouden." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:167 msgid "Activity plans" msgstr "Activiteitenplannen" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169 msgid "" "*Activity plans* are preconfigured sequences of activities. When an activity" " plan is launched, every activity in the sequence is scheduled " "automatically." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:172 msgid "" "To create a new plan, navigate to :menuselection:`CRM app --> Configuration " "--> Activity Plan`. Click :guilabel:`New` at the top-left of the page to " "open a blank :guilabel:`Lead Plans` form." msgstr "" "Om een nieuw plan te maken, navigeer je naar :menuselection:`CRM app --> " "Configuratie --> Activiteitenplan`. Klik op :guilabel:`Nieuw` links boven " "aan de pagina om een leeg :guilabel:`Lead Plannen` formulier te openen." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:175 msgid "" "Enter a name for the new plan in the :guilabel:`Plan Name` field. On the " ":guilabel:`Activities to Create` tab, click :guilabel:`Add a line` to add a " "new activity." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178 msgid "" "Select an :guilabel:`Activity Type` from the drop-down menu. Click " ":guilabel:`Search More` to see a complete list of available activity types, " "or to create a :ref:`new one `." msgstr "" "Selecteer een :guilabel:`Activiteitstype` uit het vervolgkeuzemenu. Klik op " ":guilabel:`Zoek meer` om een volledige lijst met beschikbare " "activiteitstypen te bekijken of om een :ref:`nieuw type ` aan te maken." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:182 msgid "" "Next, in the :guilabel:`Summary` field, enter any details to describe the " "specifics of the activity, including instructions for the salesperson or " "information due upon the completion of the activity. The contents of this " "field are included with the scheduled activity, and can be edited later." msgstr "" "Voer vervolgens in het :guilabel:`Samenvatting` veld details in om de " "bijzonderheden van de activiteit te beschrijven, inclusief instructies voor " "de verkoper of informatie die moet worden ingevuld na afloop van de " "activiteit. De inhoud van dit veld wordt bij de geplande activiteit gevoegd " "en kan later worden bewerkt." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:186 msgid "" "In the :guilabel:`Assignment` field, select one of the following options:" msgstr "" "Selecteer een van de volgende opties in het :guilabel:`Assignment` veld:" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188 msgid "" ":guilabel:`Ask at launch`: activities are assigned to a user when the plan " "is scheduled." msgstr "" ":guilabel:`Ask at launch`: activiteiten worden toegewezen aan een gebruiker " "wanneer het plan wordt ingepland." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:189 msgid "" ":guilabel:`Default user`: activities are always assigned to a specific user." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:191 msgid "" "If :guilabel:`Default user` is selected in the :guilabel:`Assignment` field," " choose a user in the :guilabel:`Assigned to` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195 msgid "" "Activity plans can feature activities that are assigned to default users and" " users assigned at the plan launch." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "A Lead Plan form with scheduled activities." msgstr "Een formulier Lead Plan met geplande activiteiten." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:202 msgid "" "Next, configure the timeline for the activity. Activities can be scheduled " "to occur either before the plan date or after. Use the :guilabel:`Interval` " "and :guilabel:`Units` fields to set the deadline for this activity. Lastly, " "in the :guilabel:`Trigger` field, select whether the activity should occur " "before or after the plan date." msgstr "" "Configureer vervolgens de tijdlijn voor de activiteit. Activiteiten kunnen " "voor of na de plandatum gepland worden. Gebruik de velden " ":guilabel:`Interval` en :guilabel:`Eenheden` om de deadline voor deze " "activiteit in te stellen. Selecteer tot slot in het :guilabel:`Trigger` veld" " of de activiteit voor of na de plandatum moet plaatsvinden." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208 msgid "" "An activity plan is created to handle high priority leads. Specifically, " "these leads should be contacted quickly, with a meeting scheduled within two" " days of the initial contact. The plan is configured with the following " "activities:" msgstr "" "Er wordt een activiteitenplan gemaakt om leads met een hoge prioriteit af te" " handelen. Er moet snel contact worden opgenomen met deze leads en er moet " "binnen twee dagen na het eerste contact een afspraak worden gepland. Het " "plan wordt geconfigureerd met de volgende activiteiten:" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:212 msgid "Email two days **before** plan date" msgstr "E-mail twee dagen **voor** de planningsdatum" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213 msgid "Meeting zero days **before** plan date" msgstr "Bijeenkomst nul dagen **vóór** de planningsdatum" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:214 msgid "Make quote three days **after** plan date" msgstr "Maak een offerte drie dagen **na** de datum van het plan" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:215 msgid "Upload document three days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216 msgid "Follow-up five days **after** plan date" msgstr "Follow-up vijf dagen **na** de planningsdatum" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218 msgid "" "This sets the *plan date* as the meeting deadline, which is the objective of" " the plan. Before that date, there is lead time to contact the customer and " "prepare for the meeting. After that date, the salesperson has time to create" " a quote, upload the document, and follow-up." msgstr "" "Dit stelt de *plandatum* in als de deadline voor de vergadering, wat het " "doel is van het plan. Voor die datum is er tijd om contact op te nemen met " "de klant en de vergadering voor te bereiden. Na die datum heeft de verkoper " "tijd om een offerte te maken, het document te uploaden en de follow-up te " "doen." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:222 msgid "Repeat these steps for each activity included in the plan." msgstr "Herhaal deze stappen voor elke activiteit in het plan." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225 msgid "Launch an activity plan" msgstr "Start een activiteitenplan" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:227 msgid "" "To launch an activity plan on a *CRM* opportunity, navigate to " ":menuselection:`CRM app` and click on the Kanban card of an opportunity to " "open it." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:230 msgid "" "At the top-right of the chatter, click :guilabel:`Activities` to open the " ":guilabel:`Schedule Activity` pop-up window." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:233 msgid "" "In the :guilabel:`Plan` field, select the desired activity plan to launch. " "This generates a :guilabel:`Plan summary`, listing out the activities " "included in the plan. Select a :guilabel:`Plan Date` using the calendar " "popover. This updates the :guilabel:`Plan summary` with deadlines based on " "the intervals configured on the :ref:`activity plan `." msgstr "" "Selecteer in het :guilabel:`Plan` veld het gewenste activiteitenplan om te " "starten. Dit genereert een :guilabel:`Planoverzicht` met een lijst van de " "activiteiten die in het plan zijn opgenomen. Selecteer een " ":guilabel:`Plandatum` met behulp van de kalender popover. Hierdoor wordt het" " :guilabel:`Planoverzicht` bijgewerkt met deadlines op basis van de " "intervallen die zijn ingesteld op het :ref:`activiteitenplan " "`." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:238 msgid "" "Select a user in the :guilabel:`Assigned To` field. This user is assigned to" " any of the activities on the plan were configured with :guilabel:`Ask at " "launch` in the :guilabel:`Assignment` field." msgstr "" "Selecteer een gebruiker in het :guilabel:`Assigned To` veld. Deze gebruiker " "wordt toegewezen aan een van de activiteiten in het plan die zijn " "geconfigureerd met :guilabel:`Ask at launch` in het :guilabel:`Assignment` " "veld." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The schedule activity pop-up window with an Activity plan selected." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:245 msgid "Click :guilabel:`Schedule`." msgstr "Klik op :guilabel:`Planning`." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:247 msgid "" "The details of the plan are added to the chatter, in addition to each of the" " activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The chatter thread of a CRM opportunity with a launched activity plan." msgstr "" "De chatter thread van een CRM kans met een gelanceerd activiteitenplan." #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:254 msgid ":doc:`Activities `" msgstr ":doc:`Activiteiten `" #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "Prestaties analyseren" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:3 msgid "Expected revenue report" msgstr "Verwacht inkomstenrapport" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:5 msgid "" "*Expected revenue* is the total cash value of leads that are expected to " "close by a certain date, usually the end of the current month." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:8 msgid "" "An *expected revenue report* compiles all active leads in a sales pipeline " "that have a set expected closing date, and compares how sales teams are " "performing in a given time frame." msgstr "" "Een *verwacht omzetrapport* verzamelt alle actieve leads in een " "verkooppijplijn met een vastgestelde verwachte sluitingsdatum en vergelijkt " "hoe verkoopteams presteren in een bepaald tijdsbestek." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1 msgid "Close up of the expected closing date on a lead in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:15 msgid "" "By pulling a monthly expected revenue report, sales managers can see which " "team members are reaching their goals, and who may need additional " "assistance to close valuable deals." msgstr "" "Door maandelijks een verwacht omzetrapport op te stellen, kunnen " "verkoopmanagers zien welke teamleden hun doelen halen en wie extra hulp " "nodig heeft om waardevolle deals te sluiten." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:19 msgid "Create an expected revenue report" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:21 msgid "" "To create an expected revenue report, first navigate to :menuselection:`CRM " "app --> Reporting --> Pipeline`. This opens the :guilabel:`Pipeline " "Analysis` dashboard." msgstr "" "Om een verwacht omzetrapport te maken, navigeer je eerst naar " ":menuselectie:`CRM app --> Rapportage --> Pipeline`. Dit opent het " ":guilabel:`Pipeline Analyse` dashboard." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:25 msgid "" "The *Pipeline Analysis* dashboard includes several filters in the search bar" " by default. Remove these before adding any additional custom filters." msgstr "" "Het *Pipeline Analysis* dashboard bevat standaard verschillende filters in " "de zoekbalk. Verwijder deze voordat je extra aangepaste filters toevoegt." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:28 msgid "" "On the top-left of the report, click :guilabel:`Measures`, then select " ":guilabel:`Expected Revenue` from the drop-down menu." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:31 msgid "" "At the top of the page, click the :guilabel:`🔻(triangle pointed down)` icon " "to the right of the :guilabel:`Search...` bar to open the drop-down menu " "that contains :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click " ":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` " "pop-up window." msgstr "" "Klik boven aan de pagina op het :guilabel:`🔻(driehoek naar beneden)` " "pictogram rechts van de balk :guilabel:`Zoeken...` om het vervolgkeuzemenu " "met de kolommen :guilabel:`Filters`, :guilabel:`Groeperen op` en " ":guilabel:`Favorieten` te openen. Klik onder de kolom :guilabel:`Filters` op" " :guilabel:`Een aangepast filter toevoegen`, waarmee een pop-upvenster " ":guilabel:`Een aangepast filter toevoegen` wordt geopend." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:39 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:53 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:68 msgid "Add custom filters" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:41 msgid "" "In order to generate an expected revenue report, filters need to be created " "for the following conditions:" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:44 msgid "" ":ref:`Expected closing date `: limits " "results to only include leads expected to close within a specific time " "frame." msgstr "" ":ref:`Verwachte afsluitdatum `: " "beperkt de resultaten tot leads waarvan verwacht wordt dat ze binnen een " "bepaald tijdsbestek worden afgesloten." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:46 msgid "" ":ref:`Exclude unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:48 msgid "" ":ref:`Specific sales teams `: limits " "results to only include leads assigned to one or more sales teams. This " "filter is optional and should not be included if the report is intended for " "the entire company." msgstr "" ":ref:`Specifieke verkoopteams `: beperkt" " de resultaten tot leads die zijn toegewezen aan een of meer verkoopteams. " "Dit filter is optioneel en moet niet worden opgenomen als het rapport " "bedoeld is voor het hele bedrijf." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:55 msgid "Add filter for expected closing date" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:57 msgid "" "On the :guilabel:`Add Custom Filter` pop-up window, click into the first " "field of the new rule. Type `Expected Closing` into the " ":guilabel:`Search...` bar, or scroll to select it from the list. Click in " "the second field and select :guilabel:`is set`. This limits the results to " "only include leads where an estimated closing date is listed." msgstr "" "Klik in het pop-upvenster :guilabel:`Eigen filter toevoegen` in het eerste " "veld van de nieuwe regel. Typ `Verwachte afsluiting` in de balk " ":guilabel:`Zoek...` of scroll om het te selecteren in de lijst. Klik in het " "tweede veld en selecteer :guilabel:`is ingesteld`. Dit beperkt de resultaten" " tot alleen leads met een geschatte sluitingsdatum." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:62 msgid "" "Next, click the :guilabel:`➕ (plus)` icon to the right of the rule to " "duplicate it." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:65 msgid "" "Using the :guilabel:`➕ (plus)` icon makes it easy to add multiple rules " "based on the same filter." msgstr "" "Met het :guilabel:`➕ (plus)` pictogram kun je eenvoudig meerdere regels " "toevoegen op basis van hetzelfde filter." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:68 msgid "" "In the second field of the new rule, select :guilabel:`is between` from the " "drop-down menu. This creates a set time frame during which the expected " "closing date must occur for leads to be included in the results." msgstr "" "Selecteer in het tweede veld van de nieuwe regel :guilabel:`is between` uit " "het vervolgkeuzemenu. Dit creëert een ingesteld tijdsbestek waarbinnen de " "verwachte sluitingsdatum moet plaatsvinden om leads op te nemen in de " "resultaten." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:72 msgid "" "Click in each date field, one at a time, and use the calendar popover window" " to add both a start and end date to the rule. This is usually the beginning" " and ending of the current month, or fiscal quarter." msgstr "" "Klik één voor één in elk datumveld en gebruik het popovervenster van de " "kalender om zowel een begin- als einddatum aan de regel toe te voegen. Dit " "is meestal het begin en einde van de huidige maand of het huidige fiscale " "kwartaal." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:79 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:117 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:107 msgid "Exclude unassigned leads" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:81 msgid "" "After filtering for the expected closing date, add a :guilabel:`New Rule`. " "Then, click into the new rule's first field, and type `Salesperson` in the " ":guilabel:`Search...` bar, or scroll through the list to select it. Click in" " the rule's second field and select :guilabel:`is set` from the drop-down " "menu. This excludes any results without an assigned salesperson." msgstr "" "Nadat je hebt gefilterd op de verwachte sluitingsdatum, voeg je een " ":guilabel:`Nieuwe regel` toe. Klik vervolgens in het eerste veld van de " "nieuwe regel en typ `Verkoper` in de balk :guilabel:`Zoek...` of scroll door" " de lijst om deze te selecteren. Klik in het tweede veld van de regel en " "selecteer :guilabel:`is ingesteld` uit het vervolgkeuzemenu. Hierdoor worden" " alle resultaten zonder toegewezen verkoper uitgesloten." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:89 msgid "Add a filter for sales teams" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:92 msgid "" "This filter is optional. To view results for the entire company, do **not** " "add this filter, and continue to :ref:`View results " "`." msgstr "" "Dit filter is optioneel. Om resultaten voor het hele bedrijf te bekijken, " "voeg je **niet** dit filter toe en ga je verder naar :ref:`Bekijk resultaten" " `." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:95 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:103 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:125 msgid "" "To limit the results of the report to one or more sales teams, click " ":guilabel:`New Rule`. Next, click the first field for the new rule, and type" " `Sales Team` in the :guilabel:`Search...` bar, or scroll to search through " "the list to locate it." msgstr "" "Om de resultaten van het rapport te beperken tot één of meer verkoopteams, " "klik je op :guilabel:`New Rule`. Klik vervolgens op het eerste veld voor de " "nieuwe regel en typ `verkoopteam` in de balk :guilabel:`Zoek...` of scroll " "door de lijst om de regel te vinden." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:99 msgid "" "In the rule's second field, select :guilabel:`is in` from the drop-down " "menu. Selecting this operator limits results to the sales teams indicated in" " the next field." msgstr "" "Selecteer in het tweede veld van de regel :guilabel:`is in` uit het " "vervolgkeuzemenu. Als je deze operator selecteert, worden de resultaten " "beperkt tot de verkoopteams die in het volgende veld worden aangegeven." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:102 msgid "" "Lastly, click into the third field, and either: make a selection from the " "complete list revealed in the popover menu, or type the first few characters" " of the specific sales team's title to quickly find and select it as a " "parameter." msgstr "" "Klik ten slotte in het derde veld en maak ofwel: een selectie uit de " "volledige lijst in het popovermenu, of typ de eerste paar tekens van de " "titel van het specifieke verkoopteam om het snel te vinden en te selecteren " "als parameter." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:107 msgid "" "Multiple teams can be added to the `Sales Team` rule, where each parameter " "is treated with an \"or\" (e.g. \"any\") operator in the search logic." msgstr "" "Er kunnen meerdere teams worden toegevoegd aan de `Sales Team` regel, " "waarbij elke parameter wordt behandeld met een \"or\" (bijv. \"any\") " "operator in de zoeklogica." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1 msgid "" "Add Custom Filters pop-up window with custom filters configured for expected revenue\n" "report." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 #: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 #: ../../content/applications/sales/members/members_analysis.rst:39 msgid "View results" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:120 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:193 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:147 msgid "" "At the top of the :guilabel:`Add Custom Filter` form, there is an option to " "match :guilabel:`any` or :guilabel:`all` of the rules. In order to properly " "run the report, only records that match **all** of the following filters " "should be included. Before adding the filters, make sure :guilabel:`all` is " "selected in this field." msgstr "" "Bovenaan het :guilabel:`Aangepast filter toevoegen` formulier staat een " "optie om overeen te komen met :guilabel:`elke` of :guilabel:`alle` regels. " "Om het rapport goed te kunnen uitvoeren, moeten alleen records worden " "opgenomen die voldoen aan **alle** van de volgende filters. Controleer " "voordat je de filters toevoegt of :guilabel:`all` is geselecteerd in dit " "veld." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1 msgid "" "Emphasis on the match all filters option on the Add Custom Filter pop-up " "window." msgstr "" "Leg de nadruk op de optie overeenkomen met alle filters in het pop-upvenster" " Aangepast filter toevoegen." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:129 msgid "" "At the bottom of the :guilabel:`Add Custom Filter` form, click " ":guilabel:`Add`." msgstr "" "Klik onderaan het :guilabel:`Aangepast filter toevoegen]-formulier op " ":guilabel:`Toevoegen`." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:132 #: ../../content/applications/sales/crm/performance/win_loss.rst:279 msgid "View options" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:134 msgid "" "The expected revenue report benefits from utilizing multiple views. The " "default graph view can be used to identify which salespeople are expected to" " bring in the most revenue, while the list view and pivot view provide more " "detail on specific deals." msgstr "" "Het verwachte omzetrapport heeft baat bij het gebruik van meerdere " "weergaven. De standaard grafiekweergave kan worden gebruikt om te bepalen " "welke verkopers naar verwachting de meeste omzet zullen binnenbrengen, " "terwijl de lijstweergave en spilweergave meer details geven over specifieke " "deals." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:140 #: ../../content/applications/sales/subscriptions/reports.rst:92 msgid "Graph view" msgstr "Grafiekweergave" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:142 msgid "" "The *graph view* is used to visualize data, and is beneficial in identifying" " patterns and trends." msgstr "" "De *grafiekweergave* wordt gebruikt om gegevens te visualiseren en is nuttig" " bij het identificeren van patronen en trends." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:145 msgid "" "*Bar charts* are used to show the distribution of data across several " "categories or among several salespeople." msgstr "" "*Staafdiagrammen* worden gebruikt om de verdeling van gegevens over " "verschillende categorieën of over verschillende verkopers weer te geven." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:148 msgid "" "*Line charts* are useful to show changing trends over a period of time." msgstr "" "*Lijndiagrammen* zijn handig om veranderende trends over een bepaalde " "periode weer te geven." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:150 msgid "" "*Pie charts* are useful to show the distribution, or comparison, of data " "among a small number of categories or salespeople, specifically how they " "form the meaningful part of a whole picture." msgstr "" "*Taartdiagrammen* zijn handig om de verdeling, of vergelijking, van gegevens" " over een klein aantal categorieën of verkopers te laten zien, in het " "bijzonder hoe zij het betekenisvolle deel van een geheel vormen." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:154 msgid "" "The default view for the expected revenue report is the bar chart, stacked. " "To change to a different graph view, click one of the icons at the top-left " "of the report. While both the line chart and bar chart are available in " "stacked view, the pie chart is not." msgstr "" "De standaardweergave voor het rapport Verwachte inkomsten is het " "staafdiagram, gestapeld. Om naar een andere grafiekweergave te gaan, klik je" " op een van de pictogrammen linksboven in het rapport. Terwijl zowel het " "lijndiagram als het staafdiagram beschikbaar zijn in gestapelde weergave, is" " het cirkeldiagram dat niet." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "" "Close up view of the graph icons on the Pipeline analysis report in the CRM " "app." msgstr "" "Close-up weergave van de grafiekpictogrammen op het Pipeline analyse rapport" " in de CRM app." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:162 msgid "Graph view icons in order: bar chart, line chart, pie chart, stacked." msgstr "" "Pictogrammen voor grafiekweergave in volgorde: staafdiagram, lijndiagram, " "taartdiagram, gestapeld." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:164 #: ../../content/applications/sales/subscriptions/reports.rst:131 msgid "List view" msgstr "Lijstweergave" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:166 msgid "" "The *list view* provides a list of all leads that are expected to close by " "the designated date. Clicking on a lead in list view opens the record for " "detailed analysis, but many insights can be gleaned from the basic view." msgstr "" "De *lijstweergave* geeft een lijst van alle leads die naar verwachting op de" " aangegeven datum worden afgesloten. Als je op een lead klikt in de " "lijstweergave, wordt het record geopend voor een gedetailleerde analyse, " "maar je kunt ook veel inzichten krijgen uit de basisweergave." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:170 msgid "" "To switch to the list view, click the :guilabel:`≣ (list)` icon at the top-" "right of the report." msgstr "" "Om over te schakelen naar de lijstweergave klik je op het :guilabel:`≣ " "(lijst)` pictogram rechtsboven in het rapport." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the list view icon in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:177 msgid "" "To add additional metrics to the report, click the *additional options menu*" " indicated by the :guilabel:`toggle` icon at the top-right of the list." msgstr "" "Om extra statistieken aan het rapport toe te voegen, klik je op het menu " "*Extra opties* dat wordt aangegeven door het :guilabel:`toggle` pictogram " "rechtsboven in de lijst." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the toggle icon in the CRM app." msgstr "Close up van het toggle-pictogram in de CRM-app." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:184 msgid "" "Clicking the toggle icon in *list view* opens the *additional options menu*." msgstr "" "Als je in *lijstweergave* op het schakelpictogram klikt, wordt het menu " "*extra opties* geopend." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:186 msgid "" "Select any additional metrics from the drop-down menu to add them to the " "list view. Some options that may be useful are :guilabel:`Expected Closing` " "and :guilabel:`Probability`." msgstr "" "Selecteer extra statistieken in het vervolgkeuzemenu om ze toe te voegen aan" " de lijstweergave. Enkele opties die handig kunnen zijn, zijn " ":guilabel:`Verwacht sluiten` en :guilabel:`Kans`." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:189 #: ../../content/applications/sales/subscriptions/reports.rst:143 msgid "Pivot view" msgstr "Draaitabelweergave" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:191 msgid "" "The *pivot view* arranges all leads that are expected to close by the " "designated date into a dynamic table." msgstr "" "De *pivot view* rangschikt alle leads die naar verwachting op de aangegeven " "datum worden afgesloten in een dynamische tabel." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:194 msgid "" "To switch to the pivot view, click the :guilabel:`Pivot` icon at the top-" "right of the report." msgstr "" "Om over te schakelen naar de draaitabelweergave, klik je op het " ":guilabel:`Pivot`-pictogram rechtsboven in het rapport." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the pivot view icon in the CRM app." msgstr "Close up van het pictogram van de draaitabel in de CRM app." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:200 msgid "" "When the pivot view is selected for this report, the X-axis lists the stages" " in the pipeline, while the Y-axis defaults to group the results by their " "creation date. To switch these groupings, click the flip access icon " "(:guilabel:`⇄`) at the top of the report." msgstr "" "Als de draaitabel voor dit rapport is geselecteerd, toont de X-as de stappen" " in de pijplijn, terwijl de Y-as de resultaten standaard groepeert op " "aanmaakdatum. Om deze groepen om te wisselen, klik je op het pictogram voor " "het omdraaien van de toegang (:guilabel:`⇄`) bovenaan het rapport." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:204 msgid "" "To add additional measures to the report, click the :guilabel:`Measures` " "button at the top-left of the report. Select any additional metrics from the" " drop-down menu." msgstr "" "Om extra metingen aan het rapport toe te voegen, klik je op de knop " ":guilabel:`Maatregelen` linksboven in het rapport. Selecteer extra metingen " "in het vervolgkeuzemenu." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:207 msgid "" "To add a group to a row or column to the pivot view, click the :guilabel:`➕ " "(plus sign)` next to :guilabel:`Total`, and then select one of the groups. " "To remove one, click the :guilabel:`➖ (minus sign)` and de-select the " "appropriate option." msgstr "" "Om een groep toe te voegen aan een regel of een kolom van de draaitabel, " "klik op het plusteken :guilabel:`➕` naast :guilabel:`Totaal` en selecteer " "één van de groepen. Om een groep te verwijderen, klik op het minteken " ":guilabel:`➖` en deselecteer de betreffende optie." #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:211 msgid "" "Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an " "editable spreadsheet format within the *Dashboards* app. If the Odoo " "*Documents* app is installed, the report can be inserted into a blank or " "existing spreadsheet, and exported." msgstr "" "Klik op :guilabel:`Invoegen in spreadsheet` om de draaitabel in een " "bewerkbaar spreadsheetformaat toe te voegen binnen de *Dashboards* app. Als " "de Odoo app *Documenten* is geïnstalleerd, kan het rapport in een lege of " "bestaande spreadsheet worden ingevoegd en geëxporteerd." #: ../../content/applications/sales/crm/performance/forecast_report.rst:3 msgid "Forecast report" msgstr "Prognoserapport" #: ../../content/applications/sales/crm/performance/forecast_report.rst:9 msgid "" "The *Forecast* report in the *CRM* app allows users to view upcoming " "opportunities and build a forecast of potential sales. Opportunities are " "grouped by the month of their expected closing date, and can be dragged-and-" "dropped to adjust the deadline." msgstr "" "Met het *Forecast* rapport in de *CRM* app kunnen gebruikers aankomende " "opportunities bekijken en een prognose maken van potentiële verkopen. Kansen" " worden gegroepeerd op de maand van hun verwachte sluitingsdatum en kunnen " "worden versleept om de deadline aan te passen." #: ../../content/applications/sales/crm/performance/forecast_report.rst:13 msgid "" "To access the *Forecast* report, navigate to :menuselection:`CRM app --> " "Reporting --> Forecast`." msgstr "" "Om het *Forecast* rapport te openen, navigeer je naar :menuselectie:`CRM app" " --> Rapportage --> Forecast`." #: ../../content/applications/sales/crm/performance/forecast_report.rst:16 msgid "Navigate the forecast report" msgstr "Navigeren door het prognoserapport" #: ../../content/applications/sales/crm/performance/forecast_report.rst:18 msgid "" "The default :guilabel:`Forecast` report includes opportunities assigned to " "the current user's pipeline, and are expected to close within four months. " "It also shows opportunities without an assigned expected closing date. The " "opportunities are grouped by month in a :icon:`oi-view-kanban` " ":guilabel:`(Kanban)` view." msgstr "" "Het standaard :guilabel:`Forecast` rapport bevat kansen die zijn toegewezen " "aan de pijplijn van de huidige gebruiker en waarvan wordt verwacht dat ze " "binnen vier maanden worden gesloten. Er worden ook kansen zonder verwachte " "sluitingsdatum weergegeven. De kansen worden per maand gegroepeerd in een " ":icon:`oi-view-kanban` :guilabel:`(Kanban)` weergave." #: ../../content/applications/sales/crm/performance/forecast_report.rst-1 msgid "A sample version of the Forecast report in the CRM app." msgstr "Een voorbeeldversie van het Forecast-rapport in de CRM app." #: ../../content/applications/sales/crm/performance/forecast_report.rst:28 msgid "Expected closing date" msgstr "Verwachte sluitingsdatum" #: ../../content/applications/sales/crm/performance/forecast_report.rst:30 msgid "" "Opportunities are grouped by the date assigned in the *Expected Closing* " "field on an opportunity form. To change this date directly from the " ":guilabel:`Forecast` page, select the Kanban card for the desired " "opportunity, then click and drag the card to the desired column." msgstr "" "Kansen worden gegroepeerd op basis van de datum die is toegewezen in het " "veld *Verwachte afsluiting* op een kansformulier. Om deze datum direct vanaf" " de :guilabel:`Verwachting` pagina te wijzigen, selecteer je de Kanban-kaart" " voor de gewenste kans en klik en sleep je de kaart naar de gewenste kolom." #: ../../content/applications/sales/crm/performance/forecast_report.rst:35 msgid "" "The default time frame for the forecast is *month*. This can be changed by " "clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" " report. Under the :guilabel:`Group By` heading in the resulting drop-down " "menu, click :guilabel:`Expected Closing` to expand the list of available " "options, and select a desired amount of time from the list." msgstr "" "Het standaard tijdsbestek voor de voorspelling is *maand*. Dit kan worden " "gewijzigd door te klikken op de |caret| naast de :guilabel:`Zoek...` balk " "bovenaan het rapport. Klik onder het kopje :guilabel:`Groeperen op` in het " "vervolgkeuzemenu dat verschijnt op :guilabel:`Verwachte afsluiting` om de " "lijst met beschikbare opties uit te breiden en selecteer een gewenste " "periode uit de lijst." #: ../../content/applications/sales/crm/performance/forecast_report.rst:40 msgid "" "After an opportunity is added to a new month, the *Expected Closing* field " "on the opportunity form is updated to the *last* date of the new month." msgstr "" "Nadat een opportunity aan een nieuwe maand is toegevoegd, wordt het veld " "*Verwachte afsluiting* op het opportunityformulier bijgewerkt naar de " "*laatste* datum van de nieuwe maand." #: ../../content/applications/sales/crm/performance/forecast_report.rst:44 msgid "" "The *Expected Closing* field can also be manually updated on the opportunity" " card. To do that, click on the Kanban card for an opportunity on the " ":guilabel:`Forecast` page to open the opportunity's detail form. Click in " "the :guilabel:`Expected Closing` field, and use the calendar popover to " "select a new closing date." msgstr "" "Het veld *Verwachte afsluiting* kan ook handmatig worden bijgewerkt op de " "opportunitykaart. Om dat te doen klik je op de Kanban-kaart voor een " "opportunity op de :guilabel:`Voorspelling`-pagina om het detailformulier van" " de opportunity te openen. Klik in het :guilabel:`Verwachte sluiting` veld " "en gebruik de kalender popover om een nieuwe sluitingsdatum te selecteren." #: ../../content/applications/sales/crm/performance/forecast_report.rst:50 msgid "Prorated revenue" msgstr "Pro rata omzet" #: ../../content/applications/sales/crm/performance/forecast_report.rst:52 msgid "" "At the top of the column for each month on the :guilabel:`Forecast` " "reporting page, to the right of the progress bar, is a sum of the prorated " "revenue for that time frame." msgstr "" "Bovenaan de kolom voor elke maand op de :guilabel:`Forecast` " "rapportagepagina, rechts van de voortgangsbalk, staat een som van de " "geprorateerde inkomsten voor dat tijdsbestek." #: ../../content/applications/sales/crm/performance/forecast_report.rst:55 msgid "The prorated revenue is calculated using the formula below:" msgstr "" "De geprorateerde inkomsten worden berekend met de onderstaande formule:" #: ../../content/applications/sales/crm/performance/forecast_report.rst:57 msgid "" "\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " "Revenue}" msgstr "\\verwachte inkomsten \\keer xt{Probability} = xt{verwachtte inkomsten}" #: ../../content/applications/sales/crm/performance/forecast_report.rst:61 msgid "" "As opportunities are moved from one column to another, the column's revenue " "is automatically updated to reflect the change." msgstr "" "Als kansen van de ene kolom naar de andere worden verplaatst, worden de " "inkomsten van de kolom automatisch bijgewerkt om de wijziging weer te geven." #: ../../content/applications/sales/crm/performance/forecast_report.rst:65 msgid "A forecast report for June includes two opportunities:" msgstr "Een voorspellingsrapport voor juni bevat twee mogelijkheden:" #: ../../content/applications/sales/crm/performance/forecast_report.rst:67 msgid "" "The first opportunity, `Global Solutions`, has an expected revenue of " "`$3,800`, and a probability of `90%`. This results in a prorated revenue of " "`$3,420`." msgstr "" "De eerste kans, `Global Solutions`, heeft een verwachte opbrengst van " "`$3.800` en een waarschijnlijkheid van `90%`. Dit resulteert in een " "geprorateerde opbrengst van `$3.420`." #: ../../content/applications/sales/crm/performance/forecast_report.rst:70 msgid "" "The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " "`$22,500`, and a probability of `20%`. This results in a prorated revenue of" " `$4,500`." msgstr "" "De tweede kans, `offerte voor 600 stoelen`, heeft een verwachte opbrengst " "van `$22.500` en een waarschijnlijkheid van `20%`. Dit resulteert in een " "geprorateerde opbrengst van `$4.500`." #: ../../content/applications/sales/crm/performance/forecast_report.rst:73 msgid "" "The combined prorated revenue of the opportunities is `$7,920`, which is " "listed at the top of the column for the month." msgstr "" "De gecombineerde geprorateerde omzet van de kansen is `$7.920`, die bovenaan" " de kolom voor de maand staat." #: ../../content/applications/sales/crm/performance/forecast_report.rst:0 msgid "" "An example of the prorated revenue for one month of the forecast report." msgstr "" "Een voorbeeld van de geprorateerde inkomsten voor één maand van het " "prognoserapport." #: ../../content/applications/sales/crm/performance/forecast_report.rst:81 msgid "" "For more information on how probability is assigned to opportunities, see " ":doc:`../track_leads/lead_scoring`" msgstr "" "Zie :doc:`../track_leads/lead_scoring` voor meer informatie over het " "toekennen van kansen" #: ../../content/applications/sales/crm/performance/forecast_report.rst:87 msgid "" "Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " "graph view. Then, click the corresponding icon at the top of the report to " "switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" "chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " "chart)`." msgstr "" "Klik op het :icon:`fa-area-chart` :guilabel:`(gebiedsgrafiek)` pictogram om " "over te schakelen naar de grafiekweergave. Klik vervolgens op het " "bijbehorende pictogram boven aan het rapport om over te schakelen naar een " ":icon:`fa-bar-chart` :guilabel:`(staafdiagram)`, :icon:`fa-line-chart` " ":guilabel:`(lijndiagram)`, of :icon:`fa-pie-chart` " ":guilabel:`(taartdiagram)`." #: ../../content/applications/sales/crm/performance/forecast_report.rst-1 msgid "A pie chart view of the Forecast report." msgstr "Een cirkeldiagram van het Prognoserapport." #: ../../content/applications/sales/crm/performance/forecast_report.rst:96 msgid "" "Click the |pivot| to change to the pivot view, or the |list| to change to " "the list view." msgstr "" "Klik op |pivot| om naar de draaitabel te gaan, of op |list| om naar de " "lijstweergave te gaan." #: ../../content/applications/sales/crm/performance/forecast_report.rst:99 #: ../../content/applications/sales/members/members_analysis.rst:49 msgid "" "The :ref:`pivot view ` can be used to view and " "analyze data in a more in-depth manner. Multiple measures can be selected, " "and data can be viewed by month, and by opportunity stage." msgstr "" "De :ref:`pivotweergave ` kan worden gebruikt om " "gegevens diepgaander te bekijken en te analyseren. Er kunnen meerdere " "maatregelen worden geselecteerd en de gegevens kunnen per maand en per " "opportuniteitsstadium worden bekeken." #: ../../content/applications/sales/crm/performance/forecast_report.rst:0 msgid "A sample of the forecast report in the pivot view." msgstr "Een voorbeeld van het prognoserapport in de draaitabelweergave." #: ../../content/applications/sales/crm/performance/forecast_report.rst:108 msgid "To save this report as a *favorite*, see :ref:`search/favorites`." msgstr "" "Om dit rapport op te slaan als een *favoriet*, zie :ref:`zoeken/favorieten`." #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Pijplijnanalyse" #: ../../content/applications/sales/crm/performance/win_loss.rst:5 msgid "" "The *CRM* app manages the sales pipeline as leads/opportunities move from " "stage to stage, origination to sale (**Won**) or archival (**Lost**)." msgstr "" "De *CRM* app beheert de verkooppijplijn terwijl leads/kansen van stadium " "naar stadium gaan, van oorsprong naar verkoop (**gewonnen**) of archief " "(**verloren**)." #: ../../content/applications/sales/crm/performance/win_loss.rst:8 msgid "" "After organizing the pipeline, use the search options and reports available " "on the *Pipeline Analysis* page to gain insight into the effectiveness of " "the pipeline and its users." msgstr "" "Nadat je de pijplijn hebt georganiseerd, kun je de zoekopties en rapporten " "gebruiken die beschikbaar zijn op de pagina *Pijplijnanalyse* om inzicht te " "krijgen in de effectiviteit van de pijplijn en de gebruikers ervan." #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "" "To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> " "Reporting --> Pipeline`." msgstr "" "Om naar de *Pipeline Analysis* pagina te gaan, ga je naar " ":menuselection:`CRM app --> Reporting --> Pipeline`." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "Open the CRM app and click on the Reporting tab along the top, then click " "Pipeline." msgstr "" "Open de CRM-app en klik bovenaan op de tab Rapportage en vervolgens op " "Pipeline." #: ../../content/applications/sales/crm/performance/win_loss.rst:20 msgid "Navigate the pipeline analysis page" msgstr "Navigeer door de pagina met pijplijnanalyses" #: ../../content/applications/sales/crm/performance/win_loss.rst:22 msgid "" "Upon accessing the :guilabel:`Pipeline Analysis` page, a bar graph " "showcasing the leads from the past year automatically populates. The bars " "represent the number of leads in each stage of the sales pipeline, color-" "coded to show the month the lead reached that stage." msgstr "" "Wanneer je de :guilabel:`Pipeline-analysepagina opent, wordt automatisch een" " staafdiagram met de leads van het afgelopen jaar weergegeven. De balken " "geven het aantal leads in elke fase van de verkooppijplijn weer, met een " "kleurcode die aangeeft in welke maand de lead die fase heeft bereikt." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The default state of the Pipeline Analysis page is a graph, with many " "options to change it." msgstr "" "De standaard status van de Pijplijnanalyse pagina is een grafiek, met veel " "opties om dit te veranderen." #: ../../content/applications/sales/crm/performance/win_loss.rst:30 msgid "" "The interactive elements of the :guilabel:`Pipeline Analysis` page " "manipulate the graph to report different metrics in several views. From " "left-to-right, top-to-bottom, the elements include:" msgstr "" "De interactieve elementen van de :guilabel:`Pipeline Analysis` pagina " "manipuleren de grafiek om verschillende statistieken in verschillende " "weergaven te rapporteren. Van links naar rechts, van boven naar beneden, " "omvatten de elementen:" #: ../../content/applications/sales/crm/performance/win_loss.rst:33 msgid "" ":guilabel:`Actions`: represented by the :guilabel:`⚙️ (gear)` icon, located " "next to the :guilabel:`Pipeline Analysis` page title. When clicked, a drop-" "down menu appears with three options, each with their own sub-menu: " ":guilabel:`Knowledge`, :guilabel:`Dashboard`, :guilabel:`Spreadsheet`. (See " ":ref:`Save and share reports ` for more information)" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:39 msgid "" "The :guilabel:`Knowledge` option is for linking to or inserting the graph in" " a *Knowledge* app article." msgstr "" "De :guilabel:`Knowledge` optie is voor het linken naar of invoegen van de " "grafiek in een *Knowledge* app artikel." #: ../../content/applications/sales/crm/performance/win_loss.rst:41 msgid "" "The :guilabel:`Dashboard` option is for adding the graph to a dashboard in " "the *Dashboards* app." msgstr "" "De :guilabel:`Dashboard` optie is om de grafiek toe te voegen aan een " "dashboard in de *Dashboards* app." #: ../../content/applications/sales/crm/performance/win_loss.rst:42 msgid "" "The :guilabel:`Spreadsheet` option is for linking the graph in a spreadsheet" " in the *Documents* app." msgstr "" "De :guilabel:`Spreadsheet` optie is voor het koppelen van de grafiek in een " "spreadsheet in de *Documenten* app." #: ../../content/applications/sales/crm/performance/win_loss.rst:44 msgid "" ":guilabel:`Search...` bar: shows the filters and groupings currently being " "applied to the graph. To add new filters/groups, type them into the search " "bar, or click the :guilabel:`⬇️ (down arrow)` icon, at the end of the bar, " "to open a drop-down menu of options. (See :ref:`Search Options " "` for more information)" msgstr "" ":guilabel:`Zoek...` balk: toont de filters en groepen die momenteel worden " "toegepast op de grafiek. Om nieuwe filters/groepen toe te voegen, typ je ze " "in de zoekbalk of klik je op het :guilabel:`⬇️ (pijl omlaag)` pictogram aan " "het einde van de balk om een keuzemenu met opties te openen. (Zie " ":ref:`Zoekopties ` voor meer informatie)" #: ../../content/applications/sales/crm/performance/win_loss.rst:49 msgid "" "In the upper-right corner, there are view options represented by different " "icons. (See :ref:`View Options ` for more information)" msgstr "" "In de rechterbovenhoek staan weergaveopties weergegeven door verschillende " "pictogrammen. (Zie :ref:`Bekijkopties ` voor meer informatie)" #: ../../content/applications/sales/crm/performance/win_loss.rst:52 msgid "" ":guilabel:`Graph` view: displays the data in a bar graph. This is the " "default view." msgstr "" ":guilabel:`Grafiek` weergave: geeft de gegevens weer in een staafdiagram. " "Dit is de standaardweergave." #: ../../content/applications/sales/crm/performance/win_loss.rst:53 msgid "" ":guilabel:`Pivot` view: displays the data in a customizable, categorized " "metrics table." msgstr "" ":guilabel:`Pivot` weergave: geeft de gegevens weer in een aanpasbare, " "gecategoriseerde metriekentabel." #: ../../content/applications/sales/crm/performance/win_loss.rst:54 msgid "" ":guilabel:`Cohort` view: displays and organizes the data, based on their " ":guilabel:`Created on` and :guilabel:`Closed Date` week (default), day, " "month, or year." msgstr "" ":guilabel:`Cohort` weergave: geeft de gegevens weer en organiseert ze op " "basis van hun :guilabel:`Gecreëerd op` en :guilabel:`Gecreëerde datum` week " "(standaard), dag, maand of jaar." #: ../../content/applications/sales/crm/performance/win_loss.rst:56 msgid ":guilabel:`List` view: displays the data in a list." msgstr ":guilabel:`Lijst` weergave: geeft de gegevens weer in een lijst." #: ../../content/applications/sales/crm/performance/win_loss.rst:58 msgid "" "Located on the far-left side of the page, beneath the :guilabel:`Pipeline " "Analysis` page title, there are more configurable filter and view options." msgstr "" "Helemaal links op de pagina, onder de :guilabel:`Pipeline Analysis` " "paginatitel, staan meer instelbare filter- en weergaveopties." #: ../../content/applications/sales/crm/performance/win_loss.rst:61 msgid "" ":guilabel:`Measures`: opens a drop-down menu of different measurement " "options that can be seen in the graph, pivot, or cohort view. The " ":guilabel:`Measure` drop-down menu is not available in the list view. (See " ":ref:`Measurement Options ` for more information)" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:64 msgid "" ":guilabel:`Insert in Spreadsheet`: opens a pop-up window with options for " "adding a graph or pivot table to a spreadsheet in the *Documents* app or a " "dashboard in the *Dashboards* app. This option is not available in the " "cohort or list view." msgstr "" ":guilabel:`Invoegen in spreadsheet`: opent een pop-up venster met opties " "voor het toevoegen van een grafiek of draaitabel aan een spreadsheet in de " "app *Documenten* of een dashboard in de app *Dashboards*. Deze optie is niet" " beschikbaar in de cohort- of lijstweergave." #: ../../content/applications/sales/crm/performance/win_loss.rst:68 msgid "With the graph view selected, the following options are available:" msgstr "" "Als de grafiekweergave is geselecteerd, zijn de volgende opties beschikbaar:" #: ../../content/applications/sales/crm/performance/win_loss.rst:70 msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart." msgstr "" ":guilabel:`Balkgrafiek`: schakelt de grafiek om naar een staafdiagram." #: ../../content/applications/sales/crm/performance/win_loss.rst:71 msgid ":guilabel:`Line Chart`: switches the graph to a line chart." msgstr ":guilabel:`Lijngrafiek`: schakelt de grafiek om naar een lijngrafiek." #: ../../content/applications/sales/crm/performance/win_loss.rst:72 msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart." msgstr ":guilabel:`Taartdiagram`: verandert de grafiek in een taartdiagram." #: ../../content/applications/sales/crm/performance/win_loss.rst:73 msgid "" ":guilabel:`Stacked`: when selected, the results of each stage of the graph " "are stacked on top of each other. When not selected, the results in each " "stage are shown as individual bars." msgstr "" ":guilabel:`Stacked`: indien geselecteerd, worden de resultaten van elke stap" " in de grafiek op elkaar gestapeld. Als deze optie niet is geselecteerd, " "worden de resultaten van elke stap als afzonderlijke balken weergegeven." #: ../../content/applications/sales/crm/performance/win_loss.rst:75 msgid "" ":guilabel:`Descending`: re-orders the stages in the graph in descending " "order from left-to-right. Click the icon a second time to deselect it. " "Depending on the search criteria, this option may not be available." msgstr "" ":guilabel:`Descending`: herschikt de stadia in de grafiek in aflopende " "volgorde van links naar rechts. Klik een tweede keer op het pictogram om de " "selectie ongedaan te maken. Afhankelijk van de zoekcriteria is deze optie " "mogelijk niet beschikbaar." #: ../../content/applications/sales/crm/performance/win_loss.rst:78 msgid "" ":guilabel:`Ascending`: re-orders the stages in the graph in ascending order " "from left-to-right. Click the icon a second time to deselect it. Depending " "on the search criteria, this option may not be available." msgstr "" ":guilabel:`Oplopend`: herschikt de stadia in de grafiek in oplopende " "volgorde van links naar rechts. Klik een tweede keer op het pictogram om de " "selectie ongedaan te maken. Afhankelijk van de zoekcriteria is deze optie " "mogelijk niet beschikbaar." #: ../../content/applications/sales/crm/performance/win_loss.rst:82 msgid "With the pivot view selected, the following options are available:" msgstr "" "Als de spilweergave is geselecteerd, zijn de volgende opties beschikbaar:" #: ../../content/applications/sales/crm/performance/win_loss.rst:84 #: ../../content/applications/sales/crm/performance/win_loss.rst:326 msgid ":guilabel:`Flip Axis`: flips the X and Y axis for the entire table." msgstr ":guilabel:`Flip Axis`: draait de X- en Y-as om voor de hele tabel." #: ../../content/applications/sales/crm/performance/win_loss.rst:85 #: ../../content/applications/sales/crm/performance/win_loss.rst:327 msgid "" ":guilabel:`Expand All`: when additional groupings are selected using the " ":guilabel:`➕ (plus sign)` icons, this button opens those groupings under " "every row." msgstr "" ":guilabel:`Alles uitvouwen`: wanneer extra groeperingen worden geselecteerd " "met de :guilabel:`➕ (plusteken)` pictogrammen, opent deze knop die " "groeperingen onder elke rij." #: ../../content/applications/sales/crm/performance/win_loss.rst:87 #: ../../content/applications/sales/crm/performance/win_loss.rst:329 msgid ":guilabel:`Download xlsx`: downloads the table as an Excel file." msgstr ":guilabel:`Download xlsx`: downloadt de tabel als een Excel-bestand." #: ../../content/applications/sales/crm/performance/win_loss.rst:92 msgid "Search options" msgstr "Zoekopties" #: ../../content/applications/sales/crm/performance/win_loss.rst:94 msgid "" "The :guilabel:`Pipeline Analysis` page can be customized with various " "filters and grouping options." msgstr "" "De :guilabel:`Pipeline Analysis` pagina kan worden aangepast met " "verschillende filters en groeperingsopties." #: ../../content/applications/sales/crm/performance/win_loss.rst:96 msgid "" "To add new search criteria, type the desired criteria into the search bar, " "or click the :guilabel:`⬇️ (down arrow)` icon, next to the search bar, to " "open a drop-down menu of all options. See the sections below for more " "information on what each option does." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "Clicking on the down arrow next to the search bar opens a menu of filters " "for the analysis." msgstr "" "Als je op de pijl omlaag naast de zoekbalk klikt, verschijnt er een menu met" " filters voor de analyse." #: ../../content/applications/sales/crm/performance/win_loss.rst:106 msgid "Filters" msgstr "Filters" #: ../../content/applications/sales/crm/performance/win_loss.rst:108 msgid "" "The :guilabel:`Filters` section allows users to add pre-made and custom " "filters to the search criteria. Multiple filters can be added to a single " "search." msgstr "" "Met het :guilabel:`Filters` gedeelte kunnen gebruikers vooraf gemaakte en " "aangepaste filters toevoegen aan de zoekcriteria. Er kunnen meerdere filters" " aan één zoekopdracht worden toegevoegd." #: ../../content/applications/sales/crm/performance/win_loss.rst:111 msgid ":guilabel:`My Pipeline`: show leads assigned to the current user." msgstr "" ":guilabel:`Mijn pijplijn`: leads weergeven die aan de huidige gebruiker zijn" " toegewezen." #: ../../content/applications/sales/crm/performance/win_loss.rst:112 msgid "" ":guilabel:`Opportunities`: show leads that have been qualified as " "opportunities." msgstr "" ":guilabel:`Kansen`: leads weergeven die zijn gekwalificeerd als kansen." #: ../../content/applications/sales/crm/performance/win_loss.rst:113 msgid "" ":guilabel:`Leads`: show leads that have yet to be qualified as " "opportunities." msgstr "" ":guilabel:`Leads`: laat leads zien die nog moeten worden gekwalificeerd als " "kansen." #: ../../content/applications/sales/crm/performance/win_loss.rst:114 msgid ":guilabel:`Active`: show active leads." msgstr ":guilabel:`Actief`: actieve afleidingen weergeven." #: ../../content/applications/sales/crm/performance/win_loss.rst:115 msgid ":guilabel:`Inactive`: show inactive leads." msgstr ":guilabel:`Inactief`: inactieve leads weergeven." #: ../../content/applications/sales/crm/performance/win_loss.rst:116 msgid ":guilabel:`Won`: show leads that have been marked **Won**." msgstr ":guilabel:`Won`: leads weergeven die zijn gemarkeerd als **Won**." #: ../../content/applications/sales/crm/performance/win_loss.rst:117 msgid ":guilabel:`Lost`: show leads that have been marked **Lost**." msgstr "" ":guilabel:`Verloren`: laat afleidingen zien die zijn gemarkeerd als " "**Verloren**." #: ../../content/applications/sales/crm/performance/win_loss.rst:118 msgid "" ":guilabel:`Created On`: show leads that were created during a specific " "period of time. By default, this is the past year, but it can be adjusted as" " needed, or removed entirely." msgstr "" ":guilabel:`Created On`: leads weergeven die zijn aangemaakt in een bepaalde " "periode. Standaard is dit het afgelopen jaar, maar dit kan naar behoefte " "worden aangepast of helemaal worden verwijderd." #: ../../content/applications/sales/crm/performance/win_loss.rst:120 msgid "" ":guilabel:`Expected Closing`: show leads that are expected to close (marked " "**Won**) during a specific period of time." msgstr "" ":guilabel:`Verwachte afsluiting`: leads weergeven waarvan wordt verwacht dat" " ze worden afgesloten (gemarkeerd met **Won**) gedurende een specifieke " "periode." #: ../../content/applications/sales/crm/performance/win_loss.rst:122 msgid "" ":guilabel:`Date Closed`: show leads that were closed (marked **Won**) during" " a specific period of time." msgstr "" ":guilabel:`Date Closed`: leads weergeven die zijn gesloten (gemarkeerd met " "**Won**) gedurende een specifieke periode." #: ../../content/applications/sales/crm/performance/win_loss.rst:124 msgid "" ":guilabel:`Archived`: show leads that have been archived (marked **Lost**)." msgstr "" ":guilabel:`Gearchiveerd`: laat afleidingen zien die zijn gearchiveerd " "(gemarkeerd als **Verloren**)." #: ../../content/applications/sales/crm/performance/win_loss.rst:125 msgid "" ":guilabel:`Add Custom Filter`: allows the user to create a custom filter " "with numerous options. (See :ref:`Add Custom Filters and Groups " "` for more information)" msgstr "" ":guilabel:`Aangepast filter toevoegen`: hiermee kan de gebruiker een " "aangepast filter met talloze opties maken. (Zie :ref:`Aangepaste filters en " "groepen toevoegen ` voor meer informatie)" #: ../../content/applications/sales/crm/performance/win_loss.rst:129 msgid "Group By" msgstr "Groeperen op" #: ../../content/applications/sales/crm/performance/win_loss.rst:131 msgid "" "The :guilabel:`Group By` section allows users to add pre-made and custom " "groupings to the search results. Multiple groupings can be added to split " "results into more manageable chunks." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:135 msgid "" "The order that groupings are added affects how the final results are " "displayed. Try selecting the same combinations in a different order to see " "what works best for each use case." msgstr "" "De volgorde waarin groepen worden toegevoegd, beïnvloedt hoe de " "uiteindelijke resultaten worden weergegeven. Probeer dezelfde combinaties in" " een andere volgorde te selecteren om te zien wat voor elke toepassing het " "beste werkt." #: ../../content/applications/sales/crm/performance/win_loss.rst:139 msgid "" ":guilabel:`Salesperson`: groups the results by the Salesperson to whom a " "lead is assigned." msgstr "" ":guilabel:`verkoper`: groepeert de resultaten op basis van de verkoper aan " "wie een lead is toegewezen." #: ../../content/applications/sales/crm/performance/win_loss.rst:140 msgid "" ":guilabel:`Sales Team`: groups the results by the Sales Team to whom a lead " "is assigned." msgstr "" ":guilabel:`Verkoopteam`: groepeert de resultaten op basis van het " "verkoopteam waaraan een lead is toegewezen." #: ../../content/applications/sales/crm/performance/win_loss.rst:141 msgid "" ":guilabel:`City`: groups the results by the city from which a lead " "originated." msgstr "" ":guilabel:`Stad`: groepeert de resultaten op basis van de stad waar een lead" " vandaan komt." #: ../../content/applications/sales/crm/performance/win_loss.rst:142 msgid "" ":guilabel:`Country`: groups the results by the country from which a lead " "originated." msgstr "" ":guilabel:`Land`: groepeert de resultaten volgens het land waaruit een lead " "afkomstig is." #: ../../content/applications/sales/crm/performance/win_loss.rst:143 msgid "" ":guilabel:`Company`: groups the results by the company to which a lead " "belongs (if multiple companies are activated in the database)." msgstr "" ":guilabel:`Bedrijf`: groepeert de resultaten op basis van het bedrijf " "waartoe een lead behoort (als er meerdere bedrijven zijn geactiveerd in de " "database)." #: ../../content/applications/sales/crm/performance/win_loss.rst:145 msgid "" ":guilabel:`Stage`: groups the results by the stages of the sales pipeline." msgstr "" ":guilabel:`Stage`: groepeert de resultaten volgens de stadia van de " "verkooppijplijn." #: ../../content/applications/sales/crm/performance/win_loss.rst:146 msgid "" ":guilabel:`Campaign`: groups the results by the marketing campaign from " "which a lead originated." msgstr "" ":guilabel:`Campagne`: groepeert de resultaten op basis van de " "marketingcampagne waaruit een lead afkomstig is." #: ../../content/applications/sales/crm/performance/win_loss.rst:148 msgid "" ":guilabel:`Medium`: groups the results by the medium (Email, Google Adwords," " Website, etc.) from which a lead originated." msgstr "" ":guilabel:`Medium`: groepeert de resultaten op basis van het medium (E-mail," " Google Adwords, Website, enz.) waarvan een lead afkomstig is." #: ../../content/applications/sales/crm/performance/win_loss.rst:150 msgid "" ":guilabel:`Source`: groups the results by the source (Search engine, Lead " "Recall, Newsletter, etc.) from which a lead originated." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:152 msgid "" ":guilabel:`Creation Date`: groups the results by the date a lead was added " "to the database." msgstr "" ":guilabel:`Creation Date`: groepeert de resultaten op de datum waarop een " "lead is toegevoegd aan de database." #: ../../content/applications/sales/crm/performance/win_loss.rst:153 msgid "" ":guilabel:`Conversion Date`: groups the results by the date a lead was " "converted to an opportunity." msgstr "" ":guilabel:`Conversiedatum`: groepeert de resultaten op de datum waarop een " "lead werd geconverteerd naar een opportunity." #: ../../content/applications/sales/crm/performance/win_loss.rst:155 msgid "" ":guilabel:`Expected Closing`: groups the results by the date a lead is " "expected to close (marked \"Won\")." msgstr "" ":guilabel:`Verwachte afsluiting`: groepeert de resultaten op de datum waarop" " een lead naar verwachting wordt afgesloten (gemarkeerd met \"Gewonnen\")." #: ../../content/applications/sales/crm/performance/win_loss.rst:157 msgid "" ":guilabel:`Closed Date`: groups the results by the date a lead was " "closed(marked \"Won\")." msgstr "" ":guilabel:`Gesloten datum`: groepeert de resultaten op de datum waarop een " "lead werd gesloten (gemarkeerd als \"Gewonnen\")." #: ../../content/applications/sales/crm/performance/win_loss.rst:158 msgid "" ":guilabel:`Lost Reason`: groups the results by the reason selected when a " "lead was marked \"Lost.\"" msgstr "" ":guilabel:`Verloren reden`: groepeert de resultaten op basis van de reden " "die werd geselecteerd toen een lead als \"Verloren\" werd gemarkeerd" #: ../../content/applications/sales/crm/performance/win_loss.rst:160 msgid "" ":guilabel:`Add Custom Group`: allows the user to create a custom group with " "numerous options. (See :ref:`Adding Custom Filters and Groups " "` for more information)" msgstr "" ":guilabel:`Aangepaste groep toevoegen`: hiermee kan de gebruiker een " "aangepaste groep met talloze opties maken. (Zie :ref:`Aangepaste filters en " "groepen toevoegen ` voor meer informatie)" #: ../../content/applications/sales/crm/performance/win_loss.rst:164 msgid "Comparison" msgstr "Vergelijking" #: ../../content/applications/sales/crm/performance/win_loss.rst:166 msgid "" "The :guilabel:`Comparison` section allows users to add comparisons to the " "same search criteria over another period of time." msgstr "" "Met de :guilabel:`Vergelijking` sectie kunnen gebruikers vergelijkingen " "toevoegen aan dezelfde zoekcriteria over een andere periode." #: ../../content/applications/sales/crm/performance/win_loss.rst:169 msgid "" "This option is only available if the search includes time-based filters, " "such as :guilabel:`Created On`, :guilabel:`Expected Closing`, or " ":guilabel:`Date Closed`. While multiple time-based filters can be added at " "once, only one comparison can be selected at a time." msgstr "" "Deze optie is alleen beschikbaar als de zoekopdracht op tijd gebaseerde " "filters bevat, zoals :guilabel:`Gemaakt op`, :guilabel:`Verwachte sluiting`," " of :guilabel:`Datum gesloten`. Hoewel meerdere tijdfilters tegelijk kunnen " "worden toegevoegd, kan er maar één vergelijking tegelijk worden " "geselecteerd." #: ../../content/applications/sales/crm/performance/win_loss.rst:174 msgid "" ":guilabel:`Previous Period`: adds a comparison to the same search criteria " "from the previous period." msgstr "" ":guilabel:`Vorige periode`: voegt een vergelijking toe met dezelfde " "zoekcriteria uit de vorige periode." #: ../../content/applications/sales/crm/performance/win_loss.rst:176 msgid "" ":guilabel:`Previous Year`: adds a comparison to the same search criteria " "from the previous year." msgstr "" ":guilabel:`Vorig jaar`: voegt een vergelijking toe met dezelfde zoekcriteria" " van het vorige jaar." #: ../../content/applications/sales/crm/performance/win_loss.rst:179 msgid "Favorites" msgstr "Favorieten" #: ../../content/applications/sales/crm/performance/win_loss.rst:181 msgid "" "The :guilabel:`Favorites` section allows users to save a search for later, " "so it does not need to be recreated every time." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:184 msgid "" "Multiple searches can be saved, shared with others, or even set as the " "default for whenever the :guilabel:`Pipeline Analysis` page is opened." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:187 msgid "" ":guilabel:`Save current search`: save the current search criteria for later." msgstr "" ":guilabel:`De huidige zoekopdracht opslaan`: de huidige zoekcriteria opslaan" " voor later." #: ../../content/applications/sales/crm/performance/win_loss.rst:189 msgid "" ":guilabel:`Default filter`: when saving a search, check this box to make it " "the default search filter when the :guilabel:`Pipeline Analysis` page is " "opened." msgstr "" ":guilabel:`Standaard filter`: wanneer je een zoekopdracht opslaat, vink je " "dit vakje aan om er de standaard zoekfilter van te maken wanneer de " ":guilabel:`Pijplijnanalyse` pagina wordt geopend." #: ../../content/applications/sales/crm/performance/win_loss.rst:191 msgid "" ":guilabel:`Shared`: when saving a search, check this box to make it " "available to other users." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:197 msgid "Add custom filters and groups" msgstr "Aangepaste filters en groepen toevoegen" #: ../../content/applications/sales/crm/performance/win_loss.rst:199 msgid "" "In addition to the pre-made options in the search bar, the " ":guilabel:`Pipeline Analysis` page can also utilize custom filters and " "groups." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:202 msgid "" "Custom filters are complex rules that further customize the search results, " "while custom groups display the information in a more organized fashion." msgstr "" "Aangepaste filters zijn complexe regels die de zoekresultaten verder " "aanpassen, terwijl aangepaste groepen de informatie op een meer " "georganiseerde manier weergeven." #: ../../content/applications/sales/crm/performance/win_loss.rst:205 msgid "**To add a custom filter:**" msgstr "**Een aangepast filter toevoegen:**" #: ../../content/applications/sales/crm/performance/win_loss.rst:207 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` " "icon next to the :guilabel:`Search...` bar." msgstr "" "Klik op de :guilabel:`Pipeline Analysis` pagina op het :guilabel:`pijl " "omlaag` pictogram naast de :guilabel:`Zoek...` balk." #: ../../content/applications/sales/crm/performance/win_loss.rst:209 msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`." msgstr "" "Klik in het vervolgkeuzemenu op :guilabel:`Aangepast filter toevoegen`." #: ../../content/applications/sales/crm/performance/win_loss.rst:210 msgid "" "The :guilabel:`Add Custom Filter` pop-up window appears with a default rule " "(:guilabel:`Country is in _____`) comprised of three unique fields. These " "fields can be edited to make a custom rule, and multiple rules can be added " "to a single custom filter." msgstr "" "Het pop-upvenster :guilabel:`Een aangepast filter toevoegen` verschijnt met " "een standaardregel (:guilabel:`Land staat in _____`) die bestaat uit drie " "unieke velden. Deze velden kunnen worden bewerkt om een aangepaste regel te " "maken en er kunnen meerdere regels worden toegevoegd aan één aangepast " "filter." #: ../../content/applications/sales/crm/performance/win_loss.rst:213 msgid "" "To edit a rule, start by clicking the first field (:guilabel:`Country`), and" " select an option from the drop-down menu. The first field determines the " "primary subject of the rule." msgstr "" "Om een regel te bewerken, klik je eerst op het eerste veld " "(:guilabel:`Land`) en selecteer je een optie uit het uitklapmenu. Het eerste" " veld bepaalt het primaire onderwerp van de regel." #: ../../content/applications/sales/crm/performance/win_loss.rst:215 msgid "" "Next, click the second field, and select an option from the drop-down menu. " "The second field determines the relationship of the first and third fields, " "and is usually an **is** or **is not** statement, but can also be **greater " "than or less than** statements, and more." msgstr "" "Klik vervolgens op het tweede veld en selecteer een optie uit het " "vervolgkeuzemenu. Het tweede veld bepaalt de relatie van het eerste en derde" " veld, en is meestal een **is** of **is niet** verklaring, maar kan ook " "**groter dan of kleiner dan** verklaringen zijn, en meer." #: ../../content/applications/sales/crm/performance/win_loss.rst:218 msgid "" "Finally, click the third field, and select an option from the drop-down " "menu. The third field determines the secondary subject of the rule." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:220 msgid "With all three fields selected, the rule is complete." msgstr "Met alle drie de velden geselecteerd is de regel compleet." #: ../../content/applications/sales/crm/performance/win_loss.rst:222 msgid "" "**To add more rules:** click :guilabel:`New Rule` and repeat steps 4-7, as " "needed." msgstr "" "**Om meer regels toe te voegen:** klik op :guilabel:`New Rule` en herhaal " "stappen 4-7, indien nodig." #: ../../content/applications/sales/crm/performance/win_loss.rst:223 msgid "" "**To delete a rule:** click the :guilabel:`🗑️ (trash)` icon to the right of " "the rule." msgstr "" "**Om een regel te verwijderen:** klik op het :guilabel:`🗑️ (prullenbak)` " "pictogram rechts van de regel." #: ../../content/applications/sales/crm/performance/win_loss.rst:224 msgid "" "**To duplicate an existing rule:** click the :guilabel:`➕ (plus sign)` icon " "to the right of the rule." msgstr "" "**Om een bestaande regel te dupliceren:** klik op het :guilabel:`➕ " "(plusteken)` pictogram rechts van de regel." #: ../../content/applications/sales/crm/performance/win_loss.rst:226 msgid "" "**To create more complex rules:** click the :guilabel:`Add branch` icon to " "the right of the rule. This adds another modifier below the rule for adding " "an \"all of\" or \"any of\" statement." msgstr "" "**Om complexere regels te maken:** klik op het :guilabel:`Tak toevoegen` " "pictogram rechts van de regel. Dit voegt nog een modifier toe onder de regel" " om een \"all of\" of \"any of\" verklaring toe te voegen." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The add branch feature allows the creation of more complex all or any " "statements for rules." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:233 msgid "" "Once all rules have been added, click :guilabel:`Add` to add the custom " "filter to the search criteria." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:236 msgid "" "**To remove a custom filter:** click the :guilabel:`✖️ (x)` icon beside the " "filter in the search bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:239 msgid "**To add a custom group:**" msgstr "**Een aangepaste groep toevoegen:**" #: ../../content/applications/sales/crm/performance/win_loss.rst:241 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` " "icon next to the search bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:243 msgid "" "In the drop-down menu that appears, click :guilabel:`Add Custom Group`." msgstr "" "Klik in het vervolgkeuzemenu dat verschijnt op :guilabel:`Add Custom Group`." #: ../../content/applications/sales/crm/performance/win_loss.rst:244 msgid "" "Scroll through the options in the drop-down menu, and select one or more " "groups." msgstr "" "Blader door de opties in het vervolgkeuzemenu en selecteer een of meer " "groepen." #: ../../content/applications/sales/crm/performance/win_loss.rst:246 msgid "" "**To remove a custom group:** click the :guilabel:`✖️ (x)` icon beside the " "custom group in the search bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:252 msgid "Measurement options" msgstr "Meetopties" #: ../../content/applications/sales/crm/performance/win_loss.rst:254 msgid "" "By default, the :guilabel:`Pipeline Analysis` page measures the total " ":guilabel:`Count` of leads that match the search criteria, but can be " "changed to measure other items of interest." msgstr "" "Standaard meet de :guilabel:`Pipeline Analysis` pagina de totale " ":guilabel:`Count` van leads die voldoen aan de zoekcriteria, maar kan worden" " gewijzigd om andere interessante items te meten." #: ../../content/applications/sales/crm/performance/win_loss.rst:257 msgid "" "To change the selected measurement, click the :guilabel:`Measures` button on" " the top-left of the page, and select one of the following options from the " "drop-down menu:" msgstr "" "Om de geselecteerde meting te wijzigen klik je op de :guilabel:`Maatregelen`" " knop linksboven op de pagina en selecteer je een van de volgende opties uit" " het uitklapmenu:" #: ../../content/applications/sales/crm/performance/win_loss.rst:260 msgid "" ":guilabel:`Days to Assign`: measures the number of days it took a lead to be" " assigned after creation." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:262 msgid "" ":guilabel:`Days to Close`: measures the number of days it took a lead to be " "closed (marked **Won**)." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:264 msgid "" ":guilabel:`Days to Convert`: measures the number of days it took a lead to " "be converted to an opportunity." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:266 msgid "" ":guilabel:`Exceeded Closing Days`: measures the number of days by which a " "lead exceeded its Expected Closing date." msgstr "" ":guilabel:`Exceeded Closing Days`: meet het aantal dagen waarmee een lead de" " verwachte sluitingsdatum heeft overschreden." #: ../../content/applications/sales/crm/performance/win_loss.rst:268 msgid "" ":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead." msgstr "" ":guilabel:`Verwachte MRR`: meet de verwachte terugkerende inkomsten van een " "lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:269 msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead." msgstr "" ":guilabel:`Verwachte inkomsten`: meet de verwachte inkomsten van een lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:270 msgid "" ":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of" " a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:271 msgid "" ":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring " "Revenues of a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:272 msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead." msgstr "" ":guilabel:`Geprooreerde inkomsten`: meet de Geprooreerde inkomsten van een " "lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:273 msgid "" ":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead." msgstr "" ":guilabel:`Terugkerende inkomsten`: meet de terugkerende inkomsten van een " "lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:274 msgid "" ":guilabel:`Count`: measures the total amount of leads that match the search " "criteria." msgstr "" ":guilabel:`Count`: meet het totale aantal leads dat aan de zoekcriteria " "voldoet." #: ../../content/applications/sales/crm/performance/win_loss.rst:281 msgid "" "After configuring filters, groupings, and measurements, the " ":guilabel:`Pipeline Analysis` page can display the data in a variety of " "ways. By default, the page uses the graph view, but can be changed to a " "pivot view, cohort view, or list view." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:285 msgid "" "To change the pipeline to a different view, click one of the four view " "icons, located in the top-right of the :guilabel:`Pipeline Analysis` page." msgstr "" "Om de pijplijn naar een andere weergave te veranderen, klik je op een van de" " vier weergave-iconen rechtsboven op de :guilabel:`Pijplijnanalyse` pagina." #: ../../content/applications/sales/crm/performance/win_loss.rst:290 msgid "Graph View" msgstr "Grafiek weergave" #: ../../content/applications/sales/crm/performance/win_loss.rst:292 msgid "" "The graph view is the default selection for the :guilabel:`Pipeline " "Analysis` page. It displays the analysis as either a: bar chart, line chart," " or pie chart." msgstr "" "De grafiekweergave is de standaardkeuze voor de pagina " ":guilabel:`Pijplijnanalyse`. De analyse wordt weergegeven als staafdiagram, " "lijndiagram of taartdiagram." #: ../../content/applications/sales/crm/performance/win_loss.rst:295 msgid "" "This view option is useful for quickly visualizing and comparing simple " "relationships, like the :guilabel:`Count` of leads in each stage, or the " "leads assigned to each :guilabel:`Salesperson`." msgstr "" "Deze weergaveoptie is handig voor het snel visualiseren en vergelijken van " "eenvoudige relaties, zoals het :guilabel:`aantal` leads in elke fase of de " "leads die zijn toegewezen aan elke :guilabel:`verkoper`." #: ../../content/applications/sales/crm/performance/win_loss.rst:299 msgid "" "By default, the graph measures the :guilabel:`Count` of leads in each group," " but this can be changed by clicking the :guilabel:`Measures` button, and " ":ref:`selecting another option ` from the resulting drop-" "down menu." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "The Graph View displays the analysis as a Bar Chart, Line Chart, or Pie " "Chart." msgstr "" "De grafiekweergave geeft de analyse weer als staafdiagram, lijndiagram of " "cirkeldiagram." #: ../../content/applications/sales/crm/performance/win_loss.rst:308 msgid "" "When using a bar chart in this view, consider deselecting the " ":guilabel:`Stacked` option, in order to make the breakdown of results more " "legible." msgstr "" "Als je een staafdiagram in deze weergave gebruikt, kun je overwegen de optie" " :guilabel:`Stacked` te deselecteren om de uitsplitsing van de resultaten " "leesbaarder te maken." #: ../../content/applications/sales/crm/performance/win_loss.rst:311 #: ../../content/applications/sales/crm/performance/win_loss.rst:512 msgid "Pivot View" msgstr "Draaitabel weergave" #: ../../content/applications/sales/crm/performance/win_loss.rst:313 msgid "" "The pivot view displays the results of the analysis as a table. By default, " "the table groups the results by the stages of the sales pipeline, and " "measures :guilabel:`Expected Revenue`." msgstr "" "De draaitabel geeft de resultaten van de analyse weer als een tabel. " "Standaard groepeert de tabel de resultaten volgens de fasen van de " "verkooppijplijn en meet :guilabel:`Verwachte inkomsten`." #: ../../content/applications/sales/crm/performance/win_loss.rst:316 msgid "" "The pivot view is useful for analyzing more detailed numbers than the graph " "view can handle, or for adding the data to a spreadsheet, where custom " "formulas can be set up, like in an Excel file." msgstr "" "De draaitabelweergave is handig voor het analyseren van gedetailleerdere " "getallen dan de grafiekweergave aankan, of voor het toevoegen van de " "gegevens aan een spreadsheet, waar aangepaste formules kunnen worden " "ingesteld, zoals in een Excel-bestand." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Pivot View displays the analysis as a table." msgstr "De draaitabel geeft de analyse weer als een tabel." #: ../../content/applications/sales/crm/performance/win_loss.rst:324 msgid "" "The three icons at the top-left of the page perform the following functions:" msgstr "" "De drie pictogrammen linksboven op de pagina hebben de volgende functies:" #: ../../content/applications/sales/crm/performance/win_loss.rst:332 msgid "" "The :guilabel:`Stage` grouping cannot be removed, but the measurement can be" " changed by clicking the :guilabel:`Measures` button, and selecting another " "option." msgstr "" "De :guilabel:`Stage` groepering kan niet worden verwijderd, maar de meting " "kan worden gewijzigd door op de :guilabel:`Maatregelen` knop te klikken en " "een andere optie te selecteren." #: ../../content/applications/sales/crm/performance/win_loss.rst:335 msgid "Cohort View" msgstr "Cohortweergave" #: ../../content/applications/sales/crm/performance/win_loss.rst:337 msgid "" "The cohort view displays the analysis as periods of time (cohorts) that can " "be set to days, weeks, months, or years. By default, :guilabel:`Week` is " "selected." msgstr "" "De cohortweergave geeft de analyse weer als tijdsperioden (cohorten) die " "kunnen worden ingesteld op dagen, weken, maanden of jaren. Standaard is " ":guilabel:`Week` geselecteerd." #: ../../content/applications/sales/crm/performance/win_loss.rst:340 msgid "" "This view option is useful specifically for comparing how long it has taken " "to close leads." msgstr "" "Deze weergaveoptie is vooral handig om te vergelijken hoe lang het heeft " "geduurd om leads af te sluiten." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Cohort View displays the analysis as individual weeks of the year." msgstr "" "De Cohortweergave geeft de analyse weer als individuele weken van het jaar." #: ../../content/applications/sales/crm/performance/win_loss.rst:346 msgid "" "From left-to-right, top-to-bottom, the columns in the chart represent the " "following:" msgstr "" "Van links naar rechts en van boven naar beneden geven de kolommen in de " "grafiek het volgende weer:" #: ../../content/applications/sales/crm/performance/win_loss.rst:348 msgid "" ":guilabel:`Created On`: rows in this column represent the weeks of the year," " in which records matching the search criteria exist." msgstr "" ":guilabel:`Created On`: rijen in deze kolom staan voor de weken van het jaar" " waarin records bestaan die aan de zoekcriteria voldoen." #: ../../content/applications/sales/crm/performance/win_loss.rst:351 msgid "" "When set to :guilabel:`Week`, a row with the label :guilabel:`W52 2023` " "means the results occurred in: Week 52 of the Year 2023." msgstr "" "Als je :guilabel:`Week` kiest, betekent een rij met het label :guilabel:`W52" " 2023` dat de resultaten zich in: Week 52 van het jaar 2023." #: ../../content/applications/sales/crm/performance/win_loss.rst:353 msgid "" ":guilabel:`Measures`: the second column in the chart is the measurement of " "the results. By default, it is set to :guilabel:`Count`, but can be changed " "by clicking the :guilabel:`Measures` button, and selecting an option from " "the drop-down menu." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:356 msgid "" ":guilabel:`Closed Date - By Day/Week/Month/Year`: this column looks at what " "percentage of the measured results were closed in subsequent " "days/weeks/months/years." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:358 msgid "" ":guilabel:`Average`: this row provides the average of all other rows in the " "column." msgstr "" ":guilabel:`Gemiddelde`: deze rij geeft het gemiddelde van alle andere rijen " "in de kolom." #: ../../content/applications/sales/crm/performance/win_loss.rst:360 msgid "" "The cohort view can also be downloaded as an Excel file, by clicking the " ":guilabel:`Download` icon in the top-left of the page." msgstr "" "Je kunt de cohortweergave ook downloaden als Excel-bestand door op het " ":guilabel:`Download`-pictogram linksboven op de pagina te klikken." #: ../../content/applications/sales/crm/performance/win_loss.rst:363 #: ../../content/applications/sales/crm/performance/win_loss.rst:537 msgid "List View" msgstr "Lijst weergave" #: ../../content/applications/sales/crm/performance/win_loss.rst:365 msgid "" "The list view displays a single list of all leads matching the search " "criteria. Clicking a lead opens the record for closer review. Additional " "details such as :guilabel:`Country`, :guilabel:`Medium`, and more can be " "added to the list, by clicking the :guilabel:`Filters` icon in the top-right" " of the list." msgstr "" "De lijstweergave toont een enkele lijst met alle leads die aan de " "zoekcriteria voldoen. Als je op een lead klikt, wordt het record geopend en " "kun je het nader bekijken. Extra details zoals :guilabel:`Land`, " ":guilabel:`Medium` en meer kunnen aan de lijst worden toegevoegd door op het" " :guilabel:`Filters` pictogram rechtsboven in de lijst te klikken." #: ../../content/applications/sales/crm/performance/win_loss.rst:370 msgid "This view option is useful for reviewing many records at once." msgstr "Deze weergaveoptie is handig om veel records tegelijk te bekijken." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "The List View displays a single list of all records matching the search " "criteria." msgstr "" "De lijstweergave toont een enkele lijst met alle records die aan de " "zoekcriteria voldoen." #: ../../content/applications/sales/crm/performance/win_loss.rst:376 msgid "" "Clicking the :guilabel:`⚙️ (gear)` icon opens the Actions drop-down menu, " "with options for the following:" msgstr "" "Als je op het :guilabel:`⚙️ (tandwiel)` pictogram klikt, wordt het " "vervolgkeuzemenu Acties geopend, met opties voor het volgende:" #: ../../content/applications/sales/crm/performance/win_loss.rst:379 msgid "" ":guilabel:`Import records`: opens a page for uploading a spreadsheet of " "data, as well as a template spreadsheet to easily format that data." msgstr "" ":guilabel:`Import records`: opent een pagina voor het uploaden van een " "spreadsheet met gegevens, evenals een sjabloon-spreadsheet om die gegevens " "eenvoudig op te maken." #: ../../content/applications/sales/crm/performance/win_loss.rst:381 msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel." msgstr "" ":guilabel:`Export All`: downloadt de lijst als een xlsx-bestand voor Excel." #: ../../content/applications/sales/crm/performance/win_loss.rst:382 msgid "" ":guilabel:`Knowledge`: inserts a view of, or link to, the list in an article" " in the *Knowledge* app." msgstr "" ":guilabel:`Knowledge`: voegt een weergave van, of link naar, de lijst in een" " artikel in de *Knowledge* app in." #: ../../content/applications/sales/crm/performance/win_loss.rst:384 msgid "" ":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* " "app." msgstr "" ":guilabel:`Dashboard`: voegt de lijst toe aan *Mijn Dashboard* in de " "*Dashboards* app." #: ../../content/applications/sales/crm/performance/win_loss.rst:385 msgid "" ":guilabel:`Spreadsheet`: links to, or inserts, the list in a spreadsheet in " "the *Documents* app." msgstr "" ":guilabel:`Spreadsheet`: linkt naar, of voegt de lijst in, in een " "spreadsheet in de *Documenten* app." #: ../../content/applications/sales/crm/performance/win_loss.rst:389 msgid "" "On the list view, clicking :guilabel:`New` closes the list, and opens the " "*New Quotation* page. Clicking :guilabel:`Generate Leads` opens a pop-up " "window for lead generation. Neither feature is intended to manipulate the " "list view." msgstr "" "Als je in de lijstweergave op :guilabel:`Nieuw` klikt, wordt de lijst " "gesloten en wordt de pagina *Nieuwe offerte* geopend. Als je op " ":guilabel:`Leads genereren` klikt, wordt een pop-upvenster voor het " "genereren van leads geopend. Geen van beide functies is bedoeld om de " "lijstweergave te manipuleren." #: ../../content/applications/sales/crm/performance/win_loss.rst:396 #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:77 msgid "Create reports" msgstr "Rapporten maken" #: ../../content/applications/sales/crm/performance/win_loss.rst:398 msgid "" "After understanding how to :ref:`navigate the pipeline analysis page " "`, the :guilabel:`Pipeline Analysis` page can be used to " "create and share different reports. Between the pre-made options and custom " "filter and groupings, almost any combination is possible." msgstr "" "Nadat je hebt begrepen hoe je :ref:`navigeert op de pijplijnanalysepagina " "`, kun je de :guilabel:`Pijplijnanalyse` pagina gebruiken" " om verschillende rapporten te maken en te delen. Met de kant-en-klare " "opties en aangepaste filters en groepen is bijna elke combinatie mogelijk." #: ../../content/applications/sales/crm/performance/win_loss.rst:402 msgid "" "Once created, reports can be :ref:`saved to favorites, shared with other " "users, and/or added to dashboards and spreadsheets `." msgstr "" "Eenmaal gemaakte rapporten kunnen worden :ref:`opgeslagen bij favorieten, " "gedeeld met andere gebruikers en/of toegevoegd aan dashboards en " "spreadsheets `." #: ../../content/applications/sales/crm/performance/win_loss.rst:405 msgid "" "A few common reports that can be created using the :guilabel:`Pipeline " "Analysis` page are detailed below." msgstr "" "Hieronder staan een paar veelvoorkomende rapporten die je kunt maken met de " ":guilabel:`Pipeline Analysis` pagina." #: ../../content/applications/sales/crm/performance/win_loss.rst:411 msgid "Win/Loss reports" msgstr "Winst/verlies-rapporten" #: ../../content/applications/sales/crm/performance/win_loss.rst:413 msgid "" "Win/Loss is a calculation of active or previously active leads in a pipeline" " that were either marked as **Won** or **Lost** over a specific period of " "time. By calculating opportunities won over opportunities lost, teams can " "clarify key performance indicators (KPIs) that are converting leads into " "sales, such as specific teams or team members, certain marketing mediums or " "campaigns, and so on." msgstr "" "Win/Loss is een berekening van actieve of eerder actieve leads in een " "pijplijn die over een bepaalde periode zijn gemarkeerd als **gewonnen** of " "**verloren**. Door gewonnen kansen te berekenen ten opzichte van verloren " "kansen, kunnen teams de belangrijkste prestatie-indicatoren (KPI's) die " "leads omzetten in verkoop duidelijk maken, zoals specifieke teams of " "teamleden, bepaalde marketingmedia of campagnes, enzovoort." #: ../../content/applications/sales/crm/performance/win_loss.rst:419 msgid "" "\\begin{equation}\n" "Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n" "\\end{equation}\n" "\n" msgstr "" "\\begin{equation}\n" "Winst/verlies-verhouding = \\frac{gewonnen kansen}{verloren kansen}\n" "\\einde {equation}\n" "\n" #: ../../content/applications/sales/crm/performance/win_loss.rst:424 msgid "" "A win/loss report filters the leads from the past year, whether won or lost," " and groups the results by their stage in the pipeline. Creating this report" " requires a custom filter, and grouping the results by :guilabel:`Stage`." msgstr "" "Een winst/verlies-rapport filtert de leads van het afgelopen jaar, gewonnen " "of verloren, en groepeert de resultaten op hun stadium in de pijplijn. Om " "dit rapport te maken is een aangepast filter nodig en moeten de resultaten " "worden gegroepeerd op :guilabel:`Stage`." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The search criteria for win/loss reports is Created On, Stage, and Active is" " in true false." msgstr "" "De zoekcriteria voor winst/verlies-rapporten is Gemaakt op, Stadium en " "Actief is in true false." #: ../../content/applications/sales/crm/performance/win_loss.rst:432 msgid "Follow the steps below to create a win/loss report:" msgstr "Volg de onderstaande stappen om een winst/verlies rapport te maken:" #: ../../content/applications/sales/crm/performance/win_loss.rst:434 msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`." msgstr "Navigeer naar :menuselectie:`CRM app --> Rapportage --> Pipeline`." #: ../../content/applications/sales/crm/performance/win_loss.rst:435 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down " "arrow)` icon, next to the search bar, to open a drop-down menu of filters " "and groupings." msgstr "" "Klik op de :guilabel:`Pipeline Analysis` pagina op het :guilabel:`⬇️ (pijl " "omlaag)` pictogram naast de zoekbalk om een vervolgkeuzemenu met filters en " "groepen te openen." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu containing the filters for a basic win/loss report." msgstr "" "Het menu Zoeken bevat de filters voor een basis winst/verlies rapport." #: ../../content/applications/sales/crm/performance/win_loss.rst:442 msgid "" "In drop-down menu that appears, under the :guilabel:`Group By` heading, " "click :guilabel:`Stage`." msgstr "" "Klik in het vervolgkeuzemenu dat verschijnt onder de kop " ":guilabel:`Groeperen op` op :guilabel:`Stage`." #: ../../content/applications/sales/crm/performance/win_loss.rst:443 msgid "" "Under the :guilabel:`Filters` heading, click :guilabel:`Add Custom Filter` " "to open another pop-up menu." msgstr "" "Klik onder de kop :guilabel:`Filters` op :guilabel:`Een aangepast filter " "toevoegen` om een ander pop-upmenu te openen." #: ../../content/applications/sales/crm/performance/win_loss.rst:445 msgid "" "In the :guilabel:`Add Custom Filter` pop-up menu, click on the first field " "in the :guilabel:`Match any of the following rules:` section. By default, " "this field displays :guilabel:`Country`." msgstr "" "Klik in het pop-upmenu :guilabel:`Een aangepast filter toevoegen` op het " "eerste veld in de sectie :guilabel:`Voldoe aan een van de volgende regels:`." " Standaard wordt in dit veld :guilabel:`Land` weergegeven." #: ../../content/applications/sales/crm/performance/win_loss.rst:448 msgid "" "Clicking that first field reveals a sub-menu with numerous options to choose" " from. From this sub-menu, locate and select the :guilabel:`Active` option. " "Doing so automatically populates the remaining fields." msgstr "" "Als je op dat eerste veld klikt, verschijnt er een submenu met talloze " "opties waaruit je kunt kiezen. Zoek en selecteer in dit submenu de optie " ":guilabel:`Active`. Hierdoor worden de overige velden automatisch ingevuld." #: ../../content/applications/sales/crm/performance/win_loss.rst:452 msgid "" "The first field reads: :guilabel:`Active`. The second field reads: " ":guilabel:`is`. And lastly, the third field reads: :guilabel:`set`." msgstr "" "Het eerste veld luidt: :guilabel:`Active`. Het tweede veld luidt: " ":guilabel:`is`. En tot slot luidt het derde veld: :guilabel:`set`." #: ../../content/applications/sales/crm/performance/win_loss.rst:455 msgid "In total, the rule reads: :guilabel:`Active is set`." msgstr "In totaal luidt de regel: :guilabel:`Actief is ingesteld`." #: ../../content/applications/sales/crm/performance/win_loss.rst:456 msgid "" "Click :guilabel:`New Rule`, change the first field to :guilabel:`Active`, " "and the last field to :guilabel:`not set`. In total, the rule reads " ":guilabel:`Active is not set`." msgstr "" "Klik op :guilabel:`New Rule`, verander het eerste veld in :guilabel:`Active`" " en het laatste veld in :guilabel:`not set`. In totaal luidt de regel nu " ":guilabel:`Active is not set`." #: ../../content/applications/sales/crm/performance/win_loss.rst:458 #: ../../content/applications/sales/crm/performance/win_loss.rst:640 msgid "Click :guilabel:`Add`." msgstr "Klik op :guilabel:`Toevoegen`." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The Add Custom Filter menu showing two rules: (1) Active is set, and (2) " "Active is not set." msgstr "" "Het menu Aangepast filter toevoegen toont twee regels: (1) Actief is " "ingesteld en (2) Actief is niet ingesteld." #: ../../content/applications/sales/crm/performance/win_loss.rst:464 msgid "" "The report now displays the total :guilabel:`Count` of leads, whether " "\"Won\" or \"Lost,\" grouped by their stage in the CRM pipeline. Hover over " "a section of the report to see the number of leads in that stage." msgstr "" "Het rapport geeft nu het totale :guilabel:`Count` van leads weer, ongeacht " "of ze \"Gewonnen\" of \"Verloren\" zijn, gegroepeerd volgens hun stadium in " "de CRM-pijplijn. Beweeg de muis over een deel van het rapport om het aantal " "leads in dat stadium te zien." #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "A basic win/loss report showing all leads whether won or lost grouped by " "stage." msgstr "" "Een eenvoudig winst/verlies-rapport met alle gewonnen en verloren leads " "gegroepeerd per etappe." #: ../../content/applications/sales/crm/performance/win_loss.rst:473 msgid "Customize win/loss reports" msgstr "Winst-/verliesrapporten aanpassen" #: ../../content/applications/sales/crm/performance/win_loss.rst:475 msgid "" "After :ref:`creating a win/loss report `, consider using " "the options below to customize the report for different needs." msgstr "" "Na :ref:`een winst/verlies-rapport ` te hebben gemaakt, " "kun je overwegen de onderstaande opties te gebruiken om het rapport aan te " "passen aan verschillende behoeften." #: ../../content/applications/sales/crm/performance/win_loss.rst:479 msgid "" "A sales manager might group wins and losses by salesperson, or sales team, " "to see who has the best conversion rate. Or, a marketing team might group by" " sources, or medium, to determine where their advertising has been most " "successful." msgstr "" "Een verkoopmanager kan winst en verlies groeperen per verkoper of " "verkoopteam om te zien wie de beste conversie heeft. Of een marketingteam " "zou kunnen groeperen op bronnen, of medium, om te bepalen waar hun reclame " "het meest succesvol is geweest." #: ../../content/applications/sales/crm/performance/win_loss.rst:485 msgid "Filters and groups" msgstr "Filters en groepen" #: ../../content/applications/sales/crm/performance/win_loss.rst:487 msgid "" "To add more filters and groups, click the :guilabel:`⬇️ (down arrow)` icon, " "next to the search bar, and select one or more options from the drop-down " "menu." msgstr "" "Als je meer filters en groepen wilt toevoegen, klik je op het :guilabel:`⬇️ " "(pijl omlaag)` pictogram naast de zoekbalk en selecteer je een of meer " "opties in het vervolgkeuzemenu." #: ../../content/applications/sales/crm/performance/win_loss.rst:490 msgid "Some useful options include:" msgstr "Enkele handige opties zijn:" #: ../../content/applications/sales/crm/performance/win_loss.rst:492 msgid "" ":guilabel:`Created on`: adjusting this filter to a different period of time," " such as the last 30 days, or the last quarter, can provide more timely " "results." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:494 msgid "" ":guilabel:`Add Custom Filter`: clicking this option, and scrolling through " "the numerous options in the drop-down menu, opens up additional search " "criteria, like :guilabel:`Last Stage Update` or :guilabel:`Lost Reason`." msgstr "" ":guilabel:`Een aangepast filter toevoegen`: als je op deze optie klikt en " "door de vele opties in het vervolgkeuzemenu bladert, worden extra " "zoekcriteria geopend, zoals :guilabel:`Laatste fase-update` of " ":guilabel:`Verloren reden`." #: ../../content/applications/sales/crm/performance/win_loss.rst:497 msgid "" ":guilabel:`Add Custom Group > Active`: Clicking :menuselection:`Add Custom " "Group --> Active` separates the results into **Won** (:guilabel:`true`) or " "**Lost** (:guilabel:`false`). This shows at what stage leads are being " "marked **Won** or **Lost**." msgstr "" ":guilabel:`Aangepaste groep toevoegen > Actief`: Door te klikken op " ":menuselection:`Add Custom Group --> Active` worden de resultaten gescheiden" " in **Won** (:guilabel:`true`) of **Lost** (:guilabel:`false`). Dit laat " "zien in welk stadium leads worden gemarkeerd als **Won** of **Lost**." #: ../../content/applications/sales/crm/performance/win_loss.rst:500 msgid "" ":guilabel:`Multiple Groupings`: add multiple :guilabel:`Group By` selections" " to split results into more relevant and manageable chunks." msgstr "" ":guilabel:`Meervoudige groeperingen`: voeg meerdere :guilabel:`Groeperen op`" " selecties toe om resultaten op te splitsen in relevantere en beter " "hanteerbare stukken." #: ../../content/applications/sales/crm/performance/win_loss.rst:503 msgid "" "Adding :guilabel:`Salesperson` or :guilabel:`Sales Team` breaks up the total" " count of leads in each :guilabel:`Stage`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:505 msgid "" "Adding :guilabel:`Medium` or :guilabel:`Source` can reveal what marketing " "avenues generate more sales." msgstr "" "Door :guilabel:`Medium` of :guilabel:`Bron` toe te voegen kun je zien welke " "marketingmethoden meer verkopen genereren." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu open and the Won and Lost filters highlighted." msgstr "" "Het menu Zoeken wordt geopend en de filters Gewonnen en Verloren worden " "gemarkeerd." #: ../../content/applications/sales/crm/performance/win_loss.rst:514 msgid "" "By default, pivot view groups win/loss reports by :guilabel:`Stage` and " "measures :guilabel:`Expected Revenue`." msgstr "" "Standaard groepeert de draaitabel winst/verlies-rapporten op " ":guilabel:`Stage` en meet :guilabel:`Verwachte inkomsten`." #: ../../content/applications/sales/crm/performance/win_loss.rst:517 msgid "To flesh out the table:" msgstr "Om de tabel verder uit te werken:" #: ../../content/applications/sales/crm/performance/win_loss.rst:519 msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar." msgstr "Klik op de :guilabel:`⬇️ (pijl omlaag)` naast de zoekbalk." #: ../../content/applications/sales/crm/performance/win_loss.rst:520 msgid "" "In the pop-up menu, replace the :guilabel:`Stage` grouping with something " "like :guilabel:`Salesperson` or :guilabel:`Medium`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:522 msgid "" "Click the :guilabel:`Measures` button and click :guilabel:`Count` to add the" " number of leads back into the report." msgstr "" "Klik op de knop :guilabel:`Measures` en klik op :guilabel:`Count` om het " "aantal leads weer aan het rapport toe te voegen." #: ../../content/applications/sales/crm/performance/win_loss.rst:525 msgid "" "Other useful measures for pivot view include :guilabel:`Days to Assign` and " ":guilabel:`Days to Close`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "A win/loss report in Pivot View displays the data in table form." msgstr "" "Een winst/verlies-rapport in Pivot View geeft de gegevens weer in tabelvorm." #: ../../content/applications/sales/crm/performance/win_loss.rst:533 msgid "" "In pivot view, the :guilabel:`Insert In Spreadsheet` button may be greyed " "out due to the report containing :guilabel:`duplicate group bys`. To fix " "this, replace the :guilabel:`Stage` grouping in the search bar with another " "option." msgstr "" "In de draaitabelweergave kan de knop :guilabel:`Insert In Spreadsheet` grijs" " worden weergegeven omdat het rapport :guilabel:`duplicate group bys` bevat." " Om dit op te lossen vervang je de :guilabel:`Stage` groepering in de " "zoekbalk door een andere optie." #: ../../content/applications/sales/crm/performance/win_loss.rst:539 msgid "In list view, a win/loss report displays all leads on a single page." msgstr "" "In lijstweergave geeft een winst-verliesrapport alle afleidingen op één " "pagina weer." #: ../../content/applications/sales/crm/performance/win_loss.rst:541 msgid "" "To better organize the list, click the :guilabel:`⬇️ (down arrow)` next to " "the search bar, and add more relevant groupings or re-organize the existing " "ones. To re-order the nesting, remove all :guilabel:`Group By` options and " "re-add them in the desired order." msgstr "" "Om de lijst beter te ordenen klik je op de :guilabel:`⬇️ (pijl omlaag)` " "naast de zoekbalk en voeg je meer relevante groeperingen toe of orden je de " "bestaande. Om de nesting opnieuw te ordenen, verwijder je alle " ":guilabel:`Groepeer op` opties en voeg je ze opnieuw toe in de gewenste " "volgorde." #: ../../content/applications/sales/crm/performance/win_loss.rst:545 msgid "To add more columns to the list:" msgstr "Om meer kolommen aan de lijst toe te voegen:" #: ../../content/applications/sales/crm/performance/win_loss.rst:547 msgid "Click the :guilabel:`Filters` icon in the top-right of the page." msgstr "Klik op het :guilabel:`Filters` pictogram rechtsboven op de pagina." #: ../../content/applications/sales/crm/performance/win_loss.rst:548 msgid "" "Select options from the resulting drop-down menu. Some useful filters " "include:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:550 msgid "**Campaign**: Shows the marketing campaign that originated each lead." msgstr "" "**Campagne**: Toont de marketingcampagne die aan de basis ligt van elke " "lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:551 msgid "" "**Medium**: Shows the marketing medium (Banner, Direct, Email, Google " "Adwords, Phone, Website, etc.) that originated each lead." msgstr "" "**Medium**: Toont het marketingmedium (Banner, Direct, E-mail, Google " "Adwords, Telefoon, Website, etc.) dat aan de basis lag van elke lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:553 msgid "" "**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search " "Engine, etc.)." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "A win/loss report in List View displays all leads in an easy-to-read list." msgstr "" "Een winst/verlies-rapport in Lijstweergave geeft alle leads weer in een " "overzichtelijke lijst." #: ../../content/applications/sales/crm/performance/win_loss.rst:562 msgid "Save and share reports" msgstr "Rapporten opslaan en delen" #: ../../content/applications/sales/crm/performance/win_loss.rst:564 msgid "" "After :ref:`creating a report `, the search criteria can " "be saved, so the report does not need to be created again in the future. " "Saved searches automatically update their results every time the report is " "opened." msgstr "" "Nadat :ref:`een rapport ` is aangemaakt, kunnen de " "zoekcriteria worden opgeslagen, zodat het rapport in de toekomst niet " "opnieuw hoeft te worden aangemaakt. Opgeslagen zoekopdrachten werken hun " "resultaten automatisch bij elke keer dat het rapport wordt geopend." #: ../../content/applications/sales/crm/performance/win_loss.rst:568 msgid "" "Additionally, reports can be shared with others, or added to " "spreadsheets/dashboards for greater customization and easier access." msgstr "" "Bovendien kunnen rapporten worden gedeeld met anderen of worden toegevoegd " "aan spreadsheets/dashboards voor meer maatwerk en eenvoudigere toegang." #: ../../content/applications/sales/crm/performance/win_loss.rst:573 msgid "Save to Favorites" msgstr "Opslaan in Favorieten" #: ../../content/applications/sales/crm/performance/win_loss.rst:575 msgid "To save a report for later:" msgstr "Om een rapport op te slaan voor later:" #: ../../content/applications/sales/crm/performance/win_loss.rst:577 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down " "arrow)` icon, next to the search bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:579 msgid "" "In the drop-down menu that appears, under the :guilabel:`Favorites` heading," " click :guilabel:`Save current search`." msgstr "" "Klik in het vervolgkeuzemenu dat verschijnt onder de kop " ":guilabel:`Favorieten` op :guilabel:`De huidige zoekopdracht opslaan`." #: ../../content/applications/sales/crm/performance/win_loss.rst:581 msgid "In the next drop-down menu that appears, enter a name for the report." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:583 msgid "" "Checking the :guilabel:`Default filter` box sets this report as the default " "analysis when the :guilabel:`Pipeline Analysis` page is accessed." msgstr "" "Door het vakje :guilabel:`Default filter` aan te vinken wordt dit rapport " "ingesteld als de standaardanalyse wanneer de pagina :guilabel:`Pipeline " "Analysis` wordt geopend." #: ../../content/applications/sales/crm/performance/win_loss.rst:585 msgid "" "Checking the :guilabel:`Shared` box makes this report available to other " "users." msgstr "" "Door het :guilabel:`Gedeeld` vakje aan te vinken wordt dit rapport " "beschikbaar voor andere gebruikers." #: ../../content/applications/sales/crm/performance/win_loss.rst:587 msgid "" "Finally, click :guilabel:`Save`. The report is now saved under the " ":guilabel:`Favorites` heading." msgstr "" "Klik ten slotte op :guilabel:`Opslaan`. Het rapport wordt nu opgeslagen " "onder het :guilabel:`Favorieten` kopje." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Under the Favorites heading, click Save current search and save the report " "for later." msgstr "" "Klik onder het kopje Favorieten op Huidige zoekopdracht opslaan en sla het " "rapport op voor later." #: ../../content/applications/sales/crm/performance/win_loss.rst:594 msgid "Add to a Spreadsheet" msgstr "Toevoegen aan een spreadsheet" #: ../../content/applications/sales/crm/performance/win_loss.rst:596 msgid "" "Inserting a report into a spreadsheet not only saves a copy of the report, " "it allows users to add charts and formulas like in an Excel file." msgstr "" "Een rapport invoegen in een spreadsheet slaat niet alleen een kopie van het " "rapport op, het stelt gebruikers ook in staat om grafieken en formules toe " "te voegen zoals in een Excel-bestand." #: ../../content/applications/sales/crm/performance/win_loss.rst:599 msgid "To save a report as a spreadsheet:" msgstr "Om een rapport op te slaan als spreadsheet:" #: ../../content/applications/sales/crm/performance/win_loss.rst:601 msgid "**In Graph or Pivot View**:" msgstr "**In grafiek- of draaitabelweergave**:" #: ../../content/applications/sales/crm/performance/win_loss.rst:603 msgid "Click the :guilabel:`Insert in spreadsheet` button." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:604 msgid "In the pop-up menu that appears, click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:606 msgid "**In Cohort or List View**:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:608 msgid "Click the :guilabel:`⚙️ (gear)` icon." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:609 msgid "" "In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:610 msgid "" "In the next drop-down menu, click either :guilabel:`Insert in spreadsheet` " "or :guilabel:`Link in spreadsheet`." msgstr "" "Klik in het volgende vervolgkeuzemenu op :guilabel:`Insert in spreadsheet` " "of :guilabel:`Link in spreadsheet`." #: ../../content/applications/sales/crm/performance/win_loss.rst:613 msgid "Saved reports are viewable in the *Documents* app." msgstr "Opgeslagen rapporten kun je bekijken in de app *Documenten*." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Pivot View reports especially benefit from being inserted in spreadsheets." msgstr "" "Draaiveldrapporten hebben vooral baat bij het invoegen in spreadsheets." #: ../../content/applications/sales/crm/performance/win_loss.rst:620 msgid "" "After modifying a spreadsheet and adding additional formulas, consider then " "adding the entire spreadsheet to a dashboard. Using this method, the " "spreadsheet can be added to a public dashboard instead of only :guilabel:`My" " Dashboard`." msgstr "" "Nadat je een spreadsheet hebt aangepast en extra formules hebt toegevoegd, " "kun je overwegen om de hele spreadsheet toe te voegen aan een dashboard. Met" " deze methode kan de spreadsheet worden toegevoegd aan een openbaar " "dashboard in plaats van alleen :guilabel:`Mijn Dashboard`." #: ../../content/applications/sales/crm/performance/win_loss.rst:624 msgid "Click :menuselection:`File --> Add to dashboard`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:625 msgid "" "In the pop-up menu that appears, name the spreadsheet and select a " ":guilabel:`Dashboard Section` to house the report." msgstr "" "In het pop-upmenu dat verschijnt, geef je de spreadsheet een naam en " "selecteer je een :guilabel:`Dashboard Sectie` voor het rapport." #: ../../content/applications/sales/crm/performance/win_loss.rst:627 msgid "Click :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:629 msgid "Add to a Dashboard" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:631 msgid "" "Adding a report to a dashboard saves it for later and makes it easy to view " "alongside the rest of :guilabel:`My Dashboard`." msgstr "" "Door een rapport aan een dashboard toe te voegen, wordt het opgeslagen voor " "later en is het eenvoudig te bekijken naast de rest van :guilabel:`Mijn " "Dashboard`." #: ../../content/applications/sales/crm/performance/win_loss.rst:634 msgid "To add a report to :guilabel:`My dashboard`:" msgstr "Om een rapport toe te voegen aan :guilabel:`Mijn dashboard`:" #: ../../content/applications/sales/crm/performance/win_loss.rst:636 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` " "icon." msgstr "" "Klik op de :guilabel:`Pipeline Analysis` pagina op het :guilabel:`⚙️ " "(tandwiel)` pictogram." #: ../../content/applications/sales/crm/performance/win_loss.rst:637 msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`." msgstr "" "Ga in het vervolgkeuzemenu dat verschijnt met de muis over " ":guilabel:`Dashboard`." #: ../../content/applications/sales/crm/performance/win_loss.rst:638 msgid "" "In the :guilabel:`Add to my dashboard` drop-down menu, enter a name for the " "report (by default, it is named :guilabel:`Pipeline`)." msgstr "" "Voer in het keuzemenu :guilabel:`Toevoegen aan mijn dashboard` een naam in " "voor het rapport (standaard heet het :guilabel:`Pipeline`)." #: ../../content/applications/sales/crm/performance/win_loss.rst:642 msgid "To view a saved report:" msgstr "Om een opgeslagen rapport te bekijken:" #: ../../content/applications/sales/crm/performance/win_loss.rst:644 msgid "" "Return to the main apps page, and navigate to :menuselection:`Dashboards app" " --> My Dashboard`." msgstr "" "Ga terug naar de hoofdpagina met apps en navigeer naar " ":menuselection:`Dashboards app --> Mijn Dashboard`." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "To access the saved report, open the Dashboard app and click My Dashboard." msgstr "" "Om het opgeslagen rapport te openen, open je de Dashboard-app en klik je op " "Mijn Dashboard." #: ../../content/applications/sales/crm/performance/win_loss.rst:652 msgid ":doc:`../acquire_leads/convert`" msgstr ":doc:`../acquire_leads/convert`" #: ../../content/applications/sales/crm/performance/win_loss.rst:653 msgid ":doc:`../acquire_leads/send_quotes`" msgstr ":doc:`../acquire_leads/send_quotes`" #: ../../content/applications/sales/crm/performance/win_loss.rst:654 msgid ":doc:`../pipeline/lost_opportunities`" msgstr ":doc:`../pipeline/verloren_kansen`" #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "Organiseer uw pijplijn" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "Beheer verloren opportuniteiten" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" "Not every opportunity results in a successful sale. To keep the pipeline up-" "to-date, *lost* opportunities need to be identified. Specifying why an " "opportunity was lost provides additional insight that can prove useful for " "future opportunities." msgstr "" "Niet elke kans resulteert in een succesvolle verkoop. Om de pijplijn up-to-" "date te houden, moeten *verloren* kansen worden geïdentificeerd. " "Specificeren waarom een kans verloren is gegaan, geeft extra inzicht dat " "nuttig kan zijn voor toekomstige kansen." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark an opportunity as lost" msgstr "Markeer een kans als verloren" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" "To mark an opportunity as lost, first open the :menuselection:`CRM app`, and" " select an opportunity from the pipeline, by clicking on its corresponding " "Kanban card. Doing so reveals that opportunity's detail form." msgstr "" "Om een opportunity als verloren te markeren, open je eerst de " ":menuselection:`CRM app` en selecteer je een opportunity uit de pijplijn " "door op de bijbehorende Kanban-kaart te klikken. Hierdoor verschijnt het " "detailformulier van die kans." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:16 msgid "" "Then, click :guilabel:`Lost`, located at the top of the opportunity's detail" " form." msgstr "" "Klik dan op :guilabel:`Verloren` boven aan het detailformulier van de " "opportunity." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" "Buttons from the top of an opportunity record with the lost button " "emphasized." msgstr "" "Knoppen van de bovenkant van een opportunityrecord met de verloren knop " "benadrukt." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:185 msgid "" "This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost" " Reason` drop-down menu, choose an existing lost reason. If no applicable " "reason is available, create a new one by entering it into the " ":guilabel:`Lost Reason` field, and clicking :guilabel:`Create`." msgstr "" "Het pop-upvenster :guilabel:`Verloren markeren` wordt geopend. Kies een " "bestaande reden uit het :guilabel:`Verloren reden` uitklapmenu. Als er geen " "reden beschikbaar is, maak dan een nieuwe aan door deze in te voeren in het " ":guilabel:`Verloren reden` veld en op :guilabel:`Maken` te klikken." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 msgid "" "Additional notes and comments can be added below the lost reason in the " "designated :guilabel:`Closing Note` field." msgstr "" "Aanvullende notities en opmerkingen kunnen worden toegevoegd onder de reden " "van het verlies in het daarvoor bestemde :guilabel:`Sluitnotitie` veld." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 msgid "" "Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` " "field, on the :guilabel:`Mark Lost` pop-up window are required. However, it " "is recommended to include this information for the sake of traceability, " "accountability, and reporting purposes." msgstr "" "Noch het :guilabel:`Verloren reden` veld, noch het :guilabel:`Sluitnotitie` " "veld in het :guilabel:`Markeer verloren` pop-up venster zijn verplicht. Het " "wordt echter aanbevolen om deze informatie op te nemen omwille van de " "traceerbaarheid, de verantwoording en de rapportage." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost reasons popup with sample reasons." msgstr "Pop-up met voorbeeldredenen." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" "After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is " "added to the upper-right corner of the opportunity." msgstr "" "Nadat je op :guilabel:`Markeer als verloren` hebt geklikt, wordt er een rode" " :guilabel:`Verloren` banner toegevoegd aan de rechterbovenhoek van de kans." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "A lost opportunity with the lost banner added." msgstr "Een gemiste kans met de verloren banner erbij." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:49 msgid "" "To mark an *inactive* (archived) opportunity as lost, set the " ":guilabel:`Probability` field to `0` percent." msgstr "" "Om een *inactieve* (gearchiveerde) kans als verloren te markeren, stel je " "het :guilabel:`waarschijnlijkheid` veld in op `0` procent." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:55 msgid "Create/edit lost reasons" msgstr "Verloren redenen aanmaken/bewerken" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:57 msgid "" "To create a new lost reason, or edit an existing one, navigate to " ":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" "Om een nieuwe reden voor verlies aan te maken of een bestaande reden te " "bewerken, navigeer je naar :menuselectie:`CRM app --> Configuratie --> " "Redenen voor verlies`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:60 msgid "To edit an existing lost reason:" msgstr "Een bestaande reden voor verlies bewerken:" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:62 msgid "Click on the reason to be edited to highlight it." msgstr "Klik op de reden die je wilt bewerken om deze te markeren." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:63 msgid "" "Change the selected lost reason by editing the :guilabel:`Description` " "field." msgstr "" "Wijzig de geselecteerde reden van het verlies door het " ":guilabel:`Beschrijving` veld te bewerken." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 msgid "When finished, click :guilabel:`Save` in the upper-left corner." msgstr "Klik op :guilabel:`Opslaan` in de linkerbovenhoek als je klaar bent." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 msgid "To create a new lost reason:" msgstr "Een nieuwe verloren reden creëren:" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 msgid "" "Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost " "Reasons` page." msgstr "" "Klik op :guilabel:`Nieuw` in de linkerbovenhoek van de :guilabel:`Verloren " "redenen` pagina." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:69 msgid "" "In the new blank line, click in the :guilabel:`Description` field, then type" " the new lost reason." msgstr "" "Klik in de nieuwe lege regel in het veld :guilabel:`Beschrijving` en typ de " "nieuwe reden voor het verlies." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:70 msgid "When finished, click :guilabel:`Save`." msgstr "Klik op :guilabel:`Opslaan` als je klaar bent." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:73 msgid "View lost opportunities" msgstr "Bekijk gemiste kansen" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:75 msgid "" "To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " "app`. On the main :guilabel:`Pipeline` dashboard, click into the " ":guilabel:`Search...` bar at the top of the page, and remove all of the " "default filters." msgstr "" "Om verloren kansen terug te vinden in Odoo *CRM*, open je de " ":menuselection:`CRM app`. Klik op het :guilabel:`Pipeline` hoofddashboard in" " de :guilabel:`Zoek...` balk bovenaan de pagina en verwijder alle standaard " "filters." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with lost filter emphasized." msgstr "Zoekbalk met verloren filter benadrukt." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 msgid "" "Open the :guilabel:`Filters` drop-down menu, by clicking the " ":guilabel:`🔻(triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar to open the drop-down menu containing " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "options, designated into respective columns." msgstr "" "Open het vervolgkeuzemenu :guilabel:`Filters` door op het " ":guilabel:`🔻(driehoek naar beneden)` pictogram rechts van de balk " ":guilabel:`Zoeken...` te klikken om het vervolgkeuzemenu te openen met de " "opties :guilabel:`Filters`, :guilabel:`Groeperen op` en " ":guilabel:`Favorieten`, ingedeeld in de respectievelijke kolommen." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:88 msgid "" "Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. " "Upon selecting :guilabel:`Lost`, only the opportunities marked as `Lost` " "appear on the :guilabel:`Pipeline` page." msgstr "" "Selecteer de optie :guilabel:`Verloren` in de sectie :guilabel:`Filters`. " "Als je :guilabel:`Verloren` selecteert, verschijnen alleen de als `verloren`" " gemarkeerde kansen op de :guilabel:`Pijplijn` pagina." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:92 msgid "Sort opportunities by lost reason" msgstr "Sorteer kansen op verloren reden" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:94 msgid "" "To filter opportunities by a specific lost reason, click the " ":guilabel:`🔻(triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar again to open the drop-down menu. In addition to " "the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click " ":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` " "pop-up window." msgstr "" "Om kansen te filteren op een specifieke reden van zoekraken, klik je " "nogmaals op het :guilabel:`🔻(driehoek naar beneden)` pictogram rechts van de" " :guilabel:`Zoeken...` balk om het vervolgkeuzemenu te openen. Naast het " ":guilabel:`Verloren` filter, klik je onder de :guilabel:`Filters` kolom op " ":guilabel:`Eigen filter toevoegen`, waarmee een :guilabel:`Eigen filter " "toevoegen` pop-up venster wordt geopend." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:99 msgid "" "On the :guilabel:`Add Custom Filter` pop-up window, click in the first " "field, and type `Lost Reason` in the :guilabel:`Search...` bar, or scroll to" " search through the list to locate it. Then, click into the next field, and " "select :guilabel:`=` from the drop-down menu. Click into the third field, " "and select a lost reason from the drop-down menu. Finally, click " ":guilabel:`Add`." msgstr "" "Klik in het pop-upvenster :guilabel:`Eigen filter toevoegen` in het eerste " "veld en typ `Verloren reden` in de balk :guilabel:`Zoek...` of scroll door " "de lijst om het te vinden. Klik vervolgens in het volgende veld en selecteer" " :guilabel:`=` in het vervolgkeuzemenu. Klik in het derde veld en selecteer " "een reden voor het verlies in het vervolgkeuzemenu. Klik ten slotte op " ":guilabel:`Add`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with custom filter added for lost reason." msgstr "Zoekbalk met aangepast filter toegevoegd voor verloren reden." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:109 msgid "" "To view results for more than one lost reason, select the operator " ":guilabel:`is in` in the second field of the custom filter in the " ":guilabel:`Add Custom Filter` pop-up window. Choosing this operator makes it" " possible to choose multiple lost reasons in the third field." msgstr "" "Om resultaten voor meer dan één verloren reden te bekijken, selecteer je de " "operator :guilabel:`is in` in het tweede veld van het aangepaste filter in " "het pop-upvenster :guilabel:`Een aangepast filter toevoegen`. Als je deze " "operator kiest, kun je meerdere redenen kiezen in het derde veld." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:0 msgid "Add Custom Filter pop-up with multiple lost reasons selected." msgstr "" "Aangepaste filter toevoegen pop-up met meerdere redenen voor verlies " "geselecteerd." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:118 msgid "Restore lost opportunities" msgstr "Verloren kansen herstellen" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:120 msgid "" "To restore a lost opportunity, open the :menuselection:`CRM app` to reveal " "the :guilabel:`Pipeline` dashboard. Or, navigate to :menuselection:`CRM app " "--> Sales --> My Pipeline`. From here, click the :guilabel:`🔻(triangle " "pointed down)` icon to the right of the :guilabel:`Search...` bar to open " "the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, " "and :guilabel:`Favorites` columns." msgstr "" "Om een verloren kans te herstellen, open je de :menuselection:`CRM app` om " "het :guilabel:`Pipeline` dashboard te openen. Of navigeer naar " ":menuselection:`CRM app --> Verkoop --> Mijn pijplijn`. Klik hier op het " ":guilabel:`🔻(driehoek naar beneden)` pictogram rechts van de " ":guilabel:`Zoek...` balk om het uitklapmenu te openen dat de " ":guilabel:`Filters`, :guilabel:`Groeperen op` en :guilabel:`Favorieten` " "kolommen bevat." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:126 msgid "" "Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so " "reveals all the lost opportunities on the :guilabel:`Pipeline` page." msgstr "" "Selecteer onder de :guilabel:`Filters` kolom :guilabel:`Verloren`. Hierdoor " "worden alle verloren kansen op de :guilabel:`Pipeline` pagina weergegeven." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:130 msgid "" "To see all opportunities in the database, remove the default :guilabel:`My " "Pipeline` filter from the :guilabel:`Search...` bar." msgstr "" "Om alle kansen in de database te zien, verwijder je het standaard " ":guilabel:`Mijn pijplijn` filter uit de :guilabel:`Zoek...` balk." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:133 msgid "" "Then, click on the Kanban card of the desired lost opportunity to restore, " "which opens that opportunity's detail form." msgstr "" "Klik vervolgens op de Kanban-kaart van de gewenste verloren kans die je wilt" " herstellen." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:136 msgid "" "From the lost opportunity's detail form, click :guilabel:`Restore` in the " "upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the" " opportunity form, signifying the opportunity has been restored." msgstr "" "Klik op het detailformulier van de verloren opportunity op " ":guilabel:`Herstel` in de linkerbovenhoek. Hierdoor wordt de rode " ":guilabel:`Verloren` banner van het opportunityformulier verwijderd, wat " "aangeeft dat de opportunity is hersteld." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "Gemiste kans met de nadruk op de herstelknop." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:145 msgid "Restore multiple opportunities at once" msgstr "Herstel meerdere mogelijkheden tegelijk" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:147 msgid "" "To restore multiple opportunities at once, navigate to the main " ":guilabel:`Pipeline` dashboard in the *CRM* app, open the " ":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." msgstr "" "Om meerdere kansen tegelijk te herstellen, navigeer je naar het " "hoofddashboard :guilabel:`Pipeline` in de *CRM* app, open je het keuzemenu " ":guilabel:`Filters` en selecteer je de optie :guilabel:`Verloren`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:150 msgid "" "Next, select the list view option, represented by the :guilabel:`≣ (list)` " "icon in the upper-right corner. Doing so places all the opportunities from " "the :guilabel:`Pipeline` page in a list view. With the list view chosen, " "select the checkbox to the left of each opportunity to be restored." msgstr "" "Selecteer vervolgens de optie lijstweergave, weergegeven door het " ":guilabel:`≣ (lijst)` pictogram in de rechterbovenhoek. Hierdoor worden alle" " kansen van de :guilabel:`Pijplijn` pagina in een lijstweergave geplaatst. " "Selecteer in de lijstweergave het selectievakje links van elke kans die je " "wilt herstellen." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:154 msgid "" "Once the desired opportunities have been selected, click the :guilabel:`⚙️ " "Actions` drop-down menu at the top of the :guilabel:`Pipeline` page. From " "the :guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`." msgstr "" "Zodra de gewenste mogelijkheden zijn geselecteerd, klik je op het " ":guilabel:`⚙️ Actions` uitklapmenu bovenaan de :guilabel:`Pipeline` pagina. " "Selecteer :guilabel:`⚙️ Acties` in het uitklapmenu :guilabel:`Unarchive`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:158 msgid "" "Doing so removes those selected opportunities from the :guilabel:`Pipeline` " "page because they no longer fit the :guilabel:`Lost` filter criteria. Delete" " the :guilabel:`Lost` filter from the search bar to reveal these newly-" "restored opportunities." msgstr "" "Hierdoor worden de geselecteerde kansen verwijderd van de " ":guilabel:`Pipeline` pagina omdat ze niet meer voldoen aan de " ":guilabel:`Verloren` filtercriteria. Verwijder het :guilabel:`Verloren` " "filter uit de zoekbalk om deze nieuwe kansen weer te geven." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "Actieknop vanuit lijstweergave met de optie Unarchive benadrukt." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:167 msgid "Manage lost leads" msgstr "Verloren leads beheren" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:169 msgid "" "If *Leads* are enabled on a database, they can be marked as *lost* in the " "same manner as opportunities. Leads use the same :ref:`lost reasons " "` as opportunities." msgstr "" "Als *leads* zijn ingeschakeld in een database, kunnen ze op dezelfde manier " "als opportunities worden gemarkeerd als *verloren*. Leads gebruiken dezelfde" " :ref:`verloren redenen ` als opportunities." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:173 msgid "" "To enable leads, navigate to :menuselection:`CRM app --> Configuration --> " "Settings` and check the :guilabel:`Leads` checkbox. Then, click " ":guilabel:`Save`. This adds a new :guilabel:`Leads` menu to the header menu " "bar at the top of the page." msgstr "" "Om leads in te schakelen, navigeer je naar :menuselection:`CRM app --> " "Configuration --> Settings` en vink je het :guilabel:`Leads` selectievakje " "aan. Klik vervolgens op :guilabel:`Opslaan`. Dit voegt een nieuw " ":guilabel:`Leads` menu toe aan de menubalk bovenaan de pagina." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:178 msgid "Mark a lead as lost" msgstr "Markeer een lead als verloren" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:180 msgid "" "To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and " "select a lead from the list. Doing so reveals that lead's detail form." msgstr "" "Om een lead als verloren te markeren, ga je naar :menuselectie:`CRM app --> " "Leads` en selecteer je een lead uit de lijst. Hierdoor verschijnt het " "detailformulier van de lead." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:183 msgid "" "Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" "Klik vervolgens op :guilabel:`Verloren`, bovenaan het detailformulier van de" " lead." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:189 msgid "" "Additional notes and comments can be added below the lost reason designated " "in the :guilabel:`Closing Note` field." msgstr "" "Aanvullende notities en opmerkingen kunnen worden toegevoegd onder de reden " "van het verlies in het :guilabel:`Sluitnotitie` veld." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:196 msgid "Restore lost leads" msgstr "Verloren leads herstellen" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:198 msgid "" "To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then" " click the :guilabel:`🔻 (triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar to open the drop-down menu that contains the " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "columns." msgstr "" "Om een verloren lead te herstellen, navigeer je naar :menuselection:`CRM app" " --> Leads` en klik je vervolgens op het :guilabel:`🔻 (driehoek naar " "beneden)` pictogram rechts van de :guilabel:`Zoek...` balk om het " "uitklapmenu te openen dat de :guilabel:`Filters`, :guilabel:`Groep door` en " ":guilabel:`Favorieten` kolommen bevat." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:202 msgid "" "Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so " "reveals all the lost leads on the :guilabel:`Leads` page." msgstr "" "Selecteer onder de kolom :guilabel:`Filters` de optie :guilabel:`Verloren`. " "Hierdoor worden alle verloren leads op de pagina :guilabel:`Leads` " "weergegeven." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:205 msgid "" "Then, click on the desired lost lead to restore, which opens that lead's " "detail form." msgstr "" "Klik vervolgens op de gewenste verloren lead die je wilt herstellen, " "waardoor het detailformulier van die lead wordt geopend." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:207 msgid "" "From the lost lead's detail form, click :guilabel:`Restore` in the upper-" "left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " "form, signifying the lead has been restored." msgstr "" "Klik in het detailformulier van de verloren lead op :guilabel:`Herstel` in " "de linkerbovenhoek. Hiermee verwijder je de rode :guilabel:`Verloren` banner" " van het leadformulier, wat aangeeft dat de lead is hersteld." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:211 msgid "Restore multiple leads at once" msgstr "Herstel meerdere afleidingen tegelijk" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:213 msgid "" "To restore multiple leads at once, navigate to :menuselection:`CRM app --> " "Leads`, open the :guilabel:`Filters` drop-down menu, and select the " ":guilabel:`Lost` option. Select the checkbox to the left of each lead to be " "restored." msgstr "" "Om meerdere leads in één keer te herstellen, ga je naar :menuselection:`CRM " "app --> Leads`, open je het :guilabel:`Filters` uitklapmenu en selecteer je " "de :guilabel:`Verloren` optie. Schakel het selectievakje links van elke lead" " in die moet worden hersteld." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:217 msgid "" "Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` " "drop-down menu at the top of the :guilabel:`Leads` page. From the " ":guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`." msgstr "" "Zodra de gewenste leads zijn geselecteerd, klik je op het vervolgkeuzemenu " ":guilabel:`⚙️ Acties` bovenaan de pagina :guilabel:`Leads`. Selecteer " ":guilabel:`⚙️ Acties` in het uitklapmenu :guilabel:`Unarchive`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:221 msgid "" "Doing so removes those selected leads from the :guilabel:`Leads` page " "because they no longer fit the :guilabel:`Lost` filter criteria. Delete the " ":guilabel:`Lost` filter from the :guilabel:`Search...` bar to reveal these " "newly-restored leads." msgstr "" "Hierdoor worden de geselecteerde leads verwijderd van de pagina " ":guilabel:`Leads` omdat ze niet langer voldoen aan de filtercriteria van " ":guilabel:`Lost`. Verwijder de :guilabel:`Verloren` filter uit de balk " ":guilabel:`Zoeken...` om deze nieuwe leads weer te geven." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:226 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../prestaties/winst_verlies`" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:3 msgid "Manage sales teams" msgstr "Verkoopteams beheren" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:5 msgid "" "The *Sales Teams* feature within Odoo's *CRM* app allows for the creation " "and management of multiple sales teams, each with their own assignment " "rules, invoicing targets, and roster of salespeople." msgstr "" "Met de functie *Sales Teams* in Odoo's *CRM* app kun je meerdere salesteams " "maken en beheren, elk met hun eigen toewijzingsregels, facturatiedoelen en " "rooster van verkopers." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:9 msgid "Create a sales team" msgstr "Creëer een verkoopteam" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:11 msgid "" "To create a new sales team, go to :menuselection:`CRM app --> Configuration " "--> Sales Teams`, then click :guilabel:`New`." msgstr "" "Om een nieuw verkoopteam aan te maken, ga je naar :menuselectie:`CRM app -->" " Configuratie --> Verkoopteams` en klik je vervolgens op :guilabel:`Nieuw`." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:14 msgid "" "On the blank sales team form, enter a name in the :guilabel:`Sales Team` " "field." msgstr "" "Voer op het lege verkoopteamformulier een naam in het " ":guilabel:`Verkoopteam` veld in." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:16 msgid "Next, select a :guilabel:`Team Leader` from the drop-down list." msgstr "" "Selecteer vervolgens een :guilabel:`Teamleider` uit de vervolgkeuzelijst." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:18 msgid "" "Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity " "for this sales team whenever a message is sent to that unique email address." " Choose whether to accept emails from :guilabel:`Everyone`, " ":guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or " ":guilabel:`Authenticated Employees`." msgstr "" "Stel een :guilabel:`Email Alias` in om automatisch een lead/opportunity voor" " dit verkoopteam te genereren wanneer er een bericht naar dat unieke " "e-mailadres wordt gestuurd. Kies of je e-mails wilt accepteren van " ":guilabel:`Iedereen`, :guilabel:`Geauthenticeerde partners`, " ":guilabel:`Alleen volgers`, of :guilabel:`Geauthenticeerde werknemers`." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:23 msgid "" "Select a :guilabel:`Company` from the drop-down menu to assign this team to." msgstr "" "Selecteer een :guilabel:`Bedrijf` uit het vervolgkeuzemenu om dit team aan " "toe te wijzen." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:26 msgid "" "The :guilabel:`Company` field is only visible in multi-company databases, " "and is not required." msgstr "" "Het :guilabel:`Bedrijf` veld is alleen zichtbaar in databases met meerdere " "bedrijven en is niet verplicht." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The settings page for a new sales team." msgstr "De instellingenpagina voor een nieuw verkoopteam." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:33 msgid "" "If the *Sales* app is installed on the database, an :guilabel:`Invoicing " "Target` field appears on the sales team form. This is the revenue target for" " the current month. The amount entered in this field is used to populate the" " invoicing progress bar on the :ref:`sales team dashboard `." msgstr "" "Als de *Sales* app op de database is geïnstalleerd, verschijnt er een " ":guilabel:`Invoicing Target` veld op het verkoopteam formulier. Dit is het " "omzetdoel voor de huidige maand. Het in dit veld ingevoerde bedrag wordt " "gebruikt om de voortgangsbalk voor facturering op het " ":ref:`verkoopteamdashboard ` in te vullen." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:39 msgid "Add sales team members" msgstr "Verkoopteamleden toevoegen" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:41 msgid "" "To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab" " when editing the sales team's configuration page. This opens a " ":guilabel:`Create Sales Team Members` pop-up window." msgstr "" "Om teamleden toe te voegen, klik je op :guilabel:`Toevoegen` onder het " "tabblad :guilabel:`Leden` wanneer je de configuratiepagina van het " "verkoopteam bewerkt. Er wordt dan een :guilabel:`Leden verkoopteam aanmaken`" " pop-upvenster geopend." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:45 msgid "" "If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on" " the *CRM* app's *Settings* page, clicking :guilabel:`Add` under the " ":guilabel:`Members` tab opens an :guilabel:`Add: Salespersons` pop-up " "window. Tick the checkbox to the far-left of the salesperson to be added to " "the team, then click :guilabel:`Select`." msgstr "" "Als de :guilabel:`Regelgebaseerde toewijzing` functie **niet** is " "ingeschakeld op de *Instellingen* pagina van de *CRM* app, wordt door het " "klikken op :guilabel:`Toevoegen` onder de :guilabel:`Leden` tab een " ":guilabel:`Toevoegen: Verkopers` pop-up venster geopend. Schakel het " "selectievakje uiterst links van de verkoper die je aan het team wilt " "toevoegen in en klik vervolgens op :guilabel:`Selecteren`." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:0 msgid "The Add: Salespersons pop-up window on a new sales team." msgstr "" "Het pop-upvenster Toevoegen: Verkopers pop-up venster op een nieuw " "verkoopteam." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:54 msgid "" "Select a user from the :guilabel:`Salesperson` drop-down list to add them to" " the team. To prevent this salesperson from being automatically assigned " "leads, tick the :guilabel:`Skip auto assignment` checkbox. If this feature " "is activated, the salesperson can still be assigned leads manually." msgstr "" "Selecteer een gebruiker uit de :guilabel:`Verkoper` vervolgkeuzelijst om hem" " aan het team toe te voegen. Om te voorkomen dat deze verkoper automatisch " "leads krijgt toegewezen, vink je het selectievakje :guilabel:`autotoewijzing" " overslaan` aan. Als deze functie is geactiveerd, kan de verkoper nog steeds" " handmatig leads toegewezen krijgen." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The Create Sales Team Members pop-up window." msgstr "Het pop-upvenster Leden verkoopteam maken." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:62 msgid "" "The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson " "has been assigned in the past thirty days for this team, and the maximum " "number of leads they should be assigned. To edit the maximum number of leads" " this salesperson can be assigned, enter that amount in the :guilabel:`Leads" " (30 days)` field." msgstr "" "Het :guilabel:`Leads (30 dagen)` veld houdt bij hoeveel leads de verkoper in" " de afgelopen dertig dagen voor dit team heeft toegewezen gekregen en " "hoeveel leads hij maximaal toegewezen mag krijgen. Om het maximale aantal " "leads te bewerken dat aan deze verkoper kan worden toegewezen, voer je dat " "aantal in het :guilabel:`Leads (30 dagen)` veld in." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:68 msgid "" ":doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for " "individual salespeople using the :guilabel:`Domain` section." msgstr "" ":doc:`Toewijzingsregels <../track_leads/lead_scoring>` kunnen worden " "geconfigureerd voor individuele verkopers met behulp van het " ":guilabel:`Domain` gedeelte." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:71 msgid "" "Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to " "add additional members." msgstr "" "Klik op :guilabel:`Opslaan & Sluiten` als je klaar bent, of op " ":guilabel:`Opslaan & Nieuw` om extra leden toe te voegen." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:74 msgid "Enable multi teams" msgstr "Meerdere teams mogelijk maken" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:76 msgid "" "To allow salespeople to be assigned to more than one sales team, the *Multi " "Teams* setting needs to be enabled. First, navigate to :menuselection:`CRM " "app --> Configuration --> Settings`. Under the :guilabel:`CRM` section, tick" " the checkbox labeled :guilabel:`Multi Teams`. Then, click :guilabel:`Save` " "at the top-left of the page." msgstr "" "Om verkopers toe te kunnen wijzen aan meer dan één verkoopteam, moet de " "instelling *Multi Teams* worden ingeschakeld. Navigeer eerst naar " ":menuselectie:`CRM app --> Configuratie --> Instellingen`. Schakel onder het" " :guilabel:`CRM` gedeelte het selectievakje :guilabel:`Multi Teams` in. Klik" " vervolgens op :guilabel:`Opslaan` linksboven aan de pagina." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The settings page of the CRM app with the Multi Teams setting enabled." msgstr "" "De instellingenpagina van de CRM app met de instelling Multi Teams " "ingeschakeld." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:88 msgid "Sales team dashboard" msgstr "Dashboard verkoopteam" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:90 msgid "" "To view the sales team dashboard, go to :menuselection:`CRM app --> Sales " "--> Teams`. Any team the user is a member of appears in the dashboard." msgstr "" "Om het dashboard van het verkoopteam te bekijken, ga je naar " ":menuselectie:`CRM app --> Verkoop --> Teams`. Elk team waarvan de gebruiker" " lid is, verschijnt in het dashboard." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The sales team dashboard in the CRM app." msgstr "Het dashboard van het verkoopteam in de CRM-app." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:97 msgid "" "Each Kanban card gives an overview of the sales team's open opportunities, " "quotations, sales orders, and expected revenue, as well as a bar graph of " "new opportunities per week, and an invoicing progress bar." msgstr "" "Elke Kanban-kaart geeft een overzicht van de open kansen, offertes, " "verkooporders en verwachte inkomsten van het verkoopteam, evenals een " "staafdiagram van nieuwe kansen per week en een voortgangsbalk voor " "facturering." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:101 msgid "" "Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* " "pipeline." msgstr "" "Klik op de :guilabel:`Pipeline` knop om direct naar de *CRM* pijplijn van " "dat team te gaan." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:103 msgid "" "Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in " "the top-right corner of the Kanban card to open a drop-down menu. Then, to " "view or edit the team's settings, click :guilabel:`Configuration`." msgstr "" "Klik op het :icon:`fa-ellipsis-v` :guilabel:`(verticale ellips)` pictogram " "in de rechterbovenhoek van de Kanban-kaart om een vervolgkeuzemenu te " "openen. Klik vervolgens op :guilabel:`Configuratie` om de instellingen van " "het team te bekijken of te bewerken." #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:108 msgid ":doc:`../optimize/utilize_activities`" msgstr ":doc:`../optimaliseren/gebruik_activiteiten`" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3 msgid "Merge similar leads and opportunities" msgstr "Soortgelijke leads en kansen samenvoegen" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5 msgid "" "Odoo automatically detects similar *leads* and *opportunities* within the " "*CRM* app. Identifying these duplicated records allows them to be merged " "without losing any information in the process. Not only does this help keep " "the *pipeline* organized, but it also prevents customers from being " "contacted by more than one salesperson." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11 msgid "" "When merging opportunities, no information is lost. Data from the other " "opportunity is logged in the chatter, and the information fields, for " "reference." msgstr "" "Bij het samenvoegen van opportunities gaat er geen informatie verloren. " "Gegevens van de andere opportunity worden opgeslagen in de chatter en de " "informatievelden, zodat je ze kunt raadplegen." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15 msgid "Identify similar leads and opportunities" msgstr "Identificeer vergelijkbare leads en kansen" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17 msgid "" "Similar leads and opportunities are identified by comparing the *email " "address* and *phone number* of the associated contact. If a similar " "lead/opportunity is found, a *Similar Leads* smart button appears at the top" " of the lead (or opportunity) record." msgstr "" "Gelijksoortige leads en opportunities worden geïdentificeerd door het " "*emailadres* en *telefoonnummer* van de bijbehorende contactpersoon te " "vergelijken. Als er een vergelijkbare lead/kans wordt gevonden, verschijnt " "er een slimme knop *Gelijksoortige leads* boven aan het lead- (of " "opportunity-) record." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1 msgid "An opportunity record with emphasis on the Similar Leads smart button." msgstr "Een opportunityrecord met de nadruk op de slimme knop Similar Leads." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26 msgid "Comparing similar leads and opportunities" msgstr "Vergelijkbare leads en kansen vergelijken" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28 msgid "" "To compare the details of similar leads/opportunities, navigate to " ":menuselection:`CRM app --> Pipeline` or :menuselection:`CRM app --> Leads`." " Open a lead or opportunity, and click the :guilabel:`Similar Leads` smart " "button. Doing so opens a Kanban view that only displays similar " "leads/opportunities. Click on a card to view the details for the " "lead/opportunity, and confirm if they should be merged." msgstr "" "Om de details van vergelijkbare leads/kansen te vergelijken, navigeer je " "naar :menuselectie:`CRM app --> Pijplijn` of :menuselectie:`CRM app --> " "Leads`. Open een lead of opportunity en klik op de :guilabel:`Similar Leads`" " slimme knop. Hiermee open je een Kanban-weergave die alleen vergelijkbare " "leads/kansen weergeeft. Klik op een kaart om de details van de " "lead/opportunity te bekijken en te bevestigen of ze moeten worden " "samengevoegd." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35 msgid "Merging similar leads and opportunities" msgstr "Soortgelijke leads en kansen samenvoegen" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:43 msgid "" "After confirming that the leads/opportunities should be merged, return to " "the Kanban view using the breadcrumb link, or by clicking the " ":guilabel:`Similar Leads` smart button. Click the :icon:`oi-view-list` " ":guilabel:`(list)` icon to change to list view." msgstr "" "Nadat je hebt bevestigd dat de leads/kansen moeten worden samengevoegd, keer" " je terug naar de Kanban-weergave met de broodkruimellink of door op de " ":guilabel:`Similar Leads` slimme knop te klikken. Klik op het :icon:`oi-" "view-list` :guilabel:`(list)` pictogram om naar de lijstweergave te gaan." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:47 msgid "" "Check the box on the left of the page for the leads/opportunities to be " "merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon at the top " "of the page, to reveal a drop-down menu. From that drop-down menu, select " "the :guilabel:`Merge` option to merge the selected opportunities or leads." msgstr "" "Vink het vakje links op de pagina aan voor de leads/kansen die je wilt " "samenvoegen. Klik vervolgens op het :icon:`fa-cog` :guilabel:`Actions` " "pictogram boven aan de pagina om een vervolgkeuzemenu te openen. Selecteer " "in dat vervolgkeuzemenu de optie :guilabel:`Samenvoegen` om de geselecteerde" " opportunities of leads samen te voegen." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:52 msgid "" "When :guilabel:`Merge` is selected from the :icon:`fa-cog` " ":guilabel:`Actions` drop-down menu, a :guilabel:`Merge` pop-up modal " "appears. In that pop-up modal, under the :guilabel:`Assign opportunities to`" " heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from " "the appropriate drop-down menus." msgstr "" "Wanneer :guilabel:`Samenvoegen` is geselecteerd in het :icon:`fa-cog` " ":guilabel:`Acties` uitklapmenu, verschijnt er een :guilabel:`Samenvoegen` " "pop-upvenster. Selecteer in dat pop-upvenster onder de kop :guilabel:`Kansen" " toewijzen aan` een :guilabel:`Verkoper` en :guilabel:`Verkoopteam` uit de " "bijbehorende vervolgkeuzemenu's." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:57 msgid "" "Below those fields, the leads/opportunities to merge are listed, along with " "their related information. To merge those selected leads/opportunities, " "click :guilabel:`Merge`." msgstr "" "Onder deze velden staan de samen te voegen leads/kansen met de bijbehorende " "informatie. Om de geselecteerde leads/kansen samen te voegen, klik je op " ":guilabel:`Samenvoegen`." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1 msgid "" "List of similar leads and opportunities selected for merge in the CRM app." msgstr "" "Lijst met vergelijkbare leads en kansen geselecteerd voor samenvoeging in de" " CRM app." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:65 msgid "" "Merging is an irreversible action. Do **not** merge leads/opportunities " "unless absolutely certain they should be combined." msgstr "" "Samenvoegen is een onomkeerbare actie. Voeg **niet** leads/kansen samen " "tenzij je absoluut zeker weet dat ze gecombineerd moeten worden." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:69 msgid "When leads/opportunities should not be merged" msgstr "Wanneer leads/kansen niet moeten worden samengevoegd" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:71 msgid "" "There may be instances where a similar lead or opportunity is identified, " "but should *not* be merged. These circumstances vary, based on the processes" " of the sales team and organization. Some potential scenarios are listed " "below." msgstr "" "Er kunnen gevallen zijn waarin een vergelijkbare lead of opportunity wordt " "geïdentificeerd, maar *niet* moet worden samengevoegd. Deze omstandigheden " "variëren en zijn gebaseerd op de processen van het verkoopteam en de " "organisatie. Hieronder staan enkele mogelijke scenario's." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:76 msgid "Lost leads" msgstr "Verloren leads" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:78 msgid "" "If a lead/opportunity has been marked as :doc:`lost `, " "it can still be merged with an active lead or opportunity. The resulting " "lead/opportunity is marked active, and added to the pipeline." msgstr "" "Als een lead/kans gemarkeerd is als :doc:`verloren `, kan " "deze nog steeds worden samengevoegd met een actieve lead of kans. De " "resulterende lead/kans wordt gemarkeerd als actief en toegevoegd aan de " "pijplijn." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83 msgid "Different contact within an organization" msgstr "Verschillende contactpersonen binnen een organisatie" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:85 msgid "" "Leads/opportunities from the same organization, but with different points of" " contact, may not have the same needs. In this case, it is beneficial to " "*not* merge these records, though assigning the same salesperson, or sales " "team, can prevent duplicated work and miscommunication." msgstr "" "Leads/mogelijkheden van dezelfde organisatie, maar met verschillende " "contactpersonen, hebben misschien niet dezelfde behoeften. In dit geval is " "het gunstig om deze records *niet* samen te voegen, hoewel het toewijzen van" " dezelfde verkoper, of verkoopteam, dubbel werk en miscommunicatie kan " "voorkomen." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90 msgid "Existing duplicates with more than one salesperson" msgstr "Bestaande duplicaten met meer dan één verkoper" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:92 msgid "" "If more than one lead/opportunity exists in the database, there may be " "multiple salespeople assigned to them, who are actively working on them " "independently. While these leads/opportunities may need to be managed " "separately, it is recommended that any affected salespeople be tagged in an " "internal note for visibility." msgstr "" "Als er meer dan één lead/opportunity bestaat in de database, kunnen er " "meerdere verkopers aan toegewezen zijn die er onafhankelijk van elkaar " "actief aan werken. Hoewel deze leads/opportuniteiten mogelijk afzonderlijk " "moeten worden beheerd, is het aan te raden om alle betrokken verkopers te " "taggen in een interne notitie voor zichtbaarheid." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:98 msgid "Contact information is similar but not exact" msgstr "Contactinformatie is vergelijkbaar maar niet exact" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:100 msgid "" "Similar leads and opportunities are identified by comparing the email " "addresses and phone numbers of the associated contacts. However, if the " "email address is *similar*, but not *exact*, they may need to remain " "independent." msgstr "" "Gelijksoortige leads en kansen worden geïdentificeerd door de e-mailadressen" " en telefoonnummers van de bijbehorende contactpersonen te vergelijken. Als " "het e-mailadres echter *gelijksoortig* is, maar niet *exact*, moeten ze " "mogelijk onafhankelijk blijven." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:105 msgid "" "Three different leads were added to the pipeline and assigned to different " "salespeople. They were identified as *Similar Leads* due to the email " "addresses of the contacts." msgstr "" "Drie verschillende leads werden toegevoegd aan de pijplijn en toegewezen aan" " verschillende verkopers. Ze werden geïdentificeerd als *Similar Leads* " "vanwege de e-mailadressen van de contactpersonen." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:108 msgid "" "Two of the leads appear to come from the same individual, `Robin`, and have " "identical email addresses. These leads should be merged." msgstr "" "Twee van de leads lijken afkomstig te zijn van dezelfde persoon, `Robin`, en" " hebben identieke e-mailadressen. Deze leads moeten worden samengevoegd." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:111 msgid "" "The third lead has the same email domain, but the address is different, as " "is the contact name. While this lead is most likely from the same " "organization, it is from a different contact, and should **not** be merged." msgstr "" "De derde lead heeft hetzelfde e-maildomein, maar het adres is anders, net " "als de contactnaam. Hoewel deze lead hoogstwaarschijnlijk van dezelfde " "organisatie is, is hij van een ander contact en moet hij **niet** worden " "samengevoegd." #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0 msgid "" "List of similar leads with emphasis on the contact information in the CRM " "app." msgstr "" "Lijst met vergelijkbare leads met de nadruk op de contactgegevens in de CRM " "app." #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "Leads toewijzen en traceren" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:3 msgid "Lead distribution report" msgstr "Rapport over distributie van leads" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:5 msgid "" "A *lead distribution report* can be used to see if active leads are being " "assigned equitably across sales members. It can also be used to view the " "distribution of good or :doc:`quality leads `, and see" " how frequently each salesperson is receiving (and keeping) leads." msgstr "" "Een *lead distributierapport* kan worden gebruikt om te zien of actieve " "leads eerlijk worden verdeeld over verkoopmedewerkers. Het kan ook worden " "gebruikt om de verdeling van goede of :doc:`kwaliteit leads " "` te bekijken en te zien hoe vaak elke verkoper leads " "ontvangt (en behoudt)." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:9 msgid "" "Lead distribution reports can be run each week to help keep salespeople on " "track, while providing them with ample good leads. These reports can also be" " used to see whether sales members are staying productive, if good leads are" " being lost too often by one salesperson, and what percentage of good leads " "are being retained overall." msgstr "" "Rapporten over leadverdeling kunnen elke week worden uitgevoerd om verkopers" " op het goede spoor te houden en ze tegelijkertijd van voldoende goede leads" " te voorzien. Deze rapporten kunnen ook worden gebruikt om te zien of " "verkopers productief blijven, of een verkoper te vaak goede leads kwijtraakt" " en welk percentage goede leads over het algemeen wordt vastgehouden." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:15 msgid "Create lead distribution reports" msgstr "Rapporten over leadverdeling maken" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:17 msgid "" "To create a lead distribution report, first navigate to :menuselection:`CRM " "app --> Reporting --> Pipeline`, which reveals the :guilabel:`Pipeline " "Analysis` dashboard." msgstr "" "Om een lead-distributierapport te maken, navigeer je eerst naar " ":menuselection:`CRM app --> Reporting --> Pipeline`, waardoor het " ":guilabel:`Pipeline Analysis` dashboard verschijnt." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:20 msgid "" "Remove all the default filters in the search bar at the top of the page. " "Doing so displays data related to *all* leads." msgstr "" "Verwijder alle standaardfilters in de zoekbalk bovenaan de pagina. Als je " "dit doet, worden gegevens met betrekking tot *alle* leads weergegeven." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:23 msgid "" ":ref:`Custom filters ` can now be added by clicking " "the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the" " search bar, to reveal a drop-down menu of search and filter options." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:27 msgid "" "Three columns are displayed: :ref:`Filters `, :ref:`Group By" " `, and :ref:`Favorites `. To begin, " "navigate to the bottom of the :guilabel:`Filters` column, and click " ":guilabel:`Add Custom Filter`. This opens an :guilabel:`Add Custom Filter` " "pop-up window, where the essential filters can be added one at a time." msgstr "" "Er worden drie kolommen weergegeven: :ref:`Filters `, " ":ref:`Groeperen op ` en :ref:`Favorieten " "`. Om te beginnen navigeer je naar de onderkant van de " "kolom :guilabel:`Filters` en klik je op :guilabel:`Een aangepast filter " "toevoegen`. Dit opent een :guilabel:`Eigen filter toevoegen` pop-up venster," " waar de essentiële filters één voor één kunnen worden toegevoegd." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:35 msgid "Essential filters" msgstr "Essentiële filters" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:37 msgid "" "The following filter conditions are used to create a basic lead distribution" " report. Together they gather all leads created within a certain timespan " "that have an associated contact method and have been assigned to a sales " "team." msgstr "" "De volgende filtervoorwaarden worden gebruikt om een basisrapport voor " "leadverdeling te maken. Samen verzamelen ze alle leads die binnen een " "bepaalde tijdspanne zijn aangemaakt, een bijbehorende contactmethode hebben " "en zijn toegewezen aan een verkoopteam." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:42 msgid "Lead creation date" msgstr "Datum waarop de lead is aangemaakt" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:44 msgid "" "Click the first field, under :guilabel:`Match any of the following rules:`, " "that has the value :guilabel:`Country` in it. In the popover that appears, " "type `Created on` in the search bar, or scroll to search through the list to" " locate and select it." msgstr "" "Klik op het eerste veld onder :guilabel:`Kom overeen met een van de volgende" " regels:` met de waarde :guilabel:`Land` erin. Typ in de popover die " "verschijnt `Gemaakt op` in de zoekbalk of scroll door de lijst om het te " "vinden en te selecteren." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:48 msgid "" "Then, in the second field of that row, select :guilabel:`>=` from the drop-" "down menu. This operator **only** includes values greater than (or equal to)" " the value in the third, rightmost field." msgstr "" "Selecteer dan in het tweede veld van die rij :guilabel:`>=` uit het " "vervolgkeuzemenu. Deze operator omvat **alleen** waarden groter dan (of " "gelijk aan) de waarde in het derde, meest rechtse veld." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:51 msgid "" "The third field on the :guilabel:`Add Custom Filter` pop-up window should " "contain the earliest date leads are selected from." msgstr "" "Het derde veld in het pop-upvenster :guilabel:`Eigen filter toevoegen` moet " "de vroegste datum bevatten waarop leads zijn geselecteerd." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:54 msgid "" "For example, setting `01/01/2024 00:00:00` only includes leads created from," " and including, the first day of 2024." msgstr "" "Als je bijvoorbeeld `01/01/2024 00:00:00` instelt, worden alleen leads " "meegenomen die zijn aangemaakt vanaf en inclusief de eerste dag van 2024." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1 msgid "Add a Created On rule for the start of the year onward." msgstr "Voeg een Created On-regel toe voor het begin van het jaar." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:64 msgid "Sales team" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:66 msgid "" "Click :guilabel:`New rule` to add another row to the form, and choose " ":guilabel:`Sales Team` for this rule's parameter. Then, click the second " "field of the new rule, and select :guilabel:`contains` from the drop-down " "menu. Selecting this operator filters for any records that contain the words" " in the third, rightmost field." msgstr "" "Klik op :guilabel:`Nieuwe regel` om nog een regel aan het formulier toe te " "voegen en kies :guilabel:`Verkoopteam` als parameter voor deze regel. Klik " "vervolgens op het tweede veld van de nieuwe regel en selecteer " ":guilabel:`bevat` in het vervolgkeuzemenu. Door deze operator te selecteren " "filter je op alle records die de woorden in het derde, meest rechtse veld " "bevatten." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:72 msgid "" "For certain pre-determined, limited choices like a sales team, the " ":guilabel:`is in` operator helps make for an easier and more accurate " "selection, via a drop-down menu in the third field, instead of risking a " "typo or incorrect value in the text box field that accompanies the " ":guilabel:`contains` operator." msgstr "" "Voor bepaalde vooraf bepaalde, beperkte keuzes, zoals een verkoopteam, helpt" " de :guilabel:`is in` operator om een eenvoudigere en nauwkeurigere selectie" " te maken via een drop-down menu in het derde veld, in plaats van het risico" " te lopen op een typefout of onjuiste waarde in het tekstvakveld dat bij de " ":guilabel:`bevat` operator hoort." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:77 msgid "" "In this third field, enter the name of the desired sales team(s) that are to" " be included in the report. It is important for all :guilabel:`contains` " "argument values to be specific enough and spelled correctly as they exist in" " Odoo, otherwise this risks returning multiple (or zero) values." msgstr "" "Voer in dit derde veld de naam in van de gewenste verkoopteams die in het " "rapport moeten worden opgenomen. Het is belangrijk dat alle " ":guilabel:`contains` argumentwaarden specifiek genoeg zijn en correct " "gespeld zijn zoals ze bestaan in Odoo, anders bestaat het risico dat er " "meerdere (of nul) waarden worden geretourneerd." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1 msgid "Use Sales Team to filter the location the lead is associated with." msgstr "" "Gebruik Verkoopteam om de locatie te filteren waaraan de lead is gekoppeld." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:86 msgid "" "By adding more than one rule to the form, a new option emerges at the top of" " the pop-up window above all the filters, to specify whether :guilabel:`any`" " :icon:`fa-caret-down` or :guilabel:`all` :icon:`fa-caret-down` of the " "conditions should match. This distinction is important to set correctly, as " "it impacts the driving logic of how the filters return data." msgstr "" "Door meer dan één regel aan het formulier toe te voegen, verschijnt er een " "nieuwe optie bovenaan het pop-up venster boven alle filters, om aan te geven" " of :guilabel:`any` :icon:`fa-caret-down` of :guilabel:`all` :icon:`fa-" "caret-down` van de voorwaarden moet overeenkomen. Dit onderscheid is " "belangrijk om correct in te stellen, omdat het de logica beïnvloedt van hoe " "de filters gegevens retourneren." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:91 msgid "" "Click the default :guilabel:`any` :icon:`fa-caret-down` menu item and be " "sure the :guilabel:`all` :icon:`fa-caret-down` option is chosen instead. " "This setting will **only** show records that match *all* the rules contained" " inside the form." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:98 msgid "Contact method" msgstr "Contactmethode" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:101 msgid "" "The instruction below is not necessary, however, it's highly recommended to " "add a set contact value to the report's search criteria. A lot of spam, " "duplicate, or low quality leads can easily be screened out of the report " "simply by adding either a set :guilabel:`Phone` or :guilabel:`Email` rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:106 msgid "" "Add another :guilabel:`New rule` to the form and set the first field to the " "first field to :guilabel:`Phone`. Then, select :guilabel:`is set` from the " "drop-down menu in the second field. Selecting this operator **only** filters" " for records that have a phone number associated with the lead." msgstr "" "Voeg nog een :guilabel:`Nieuwe regel` toe aan het formulier en stel het " "eerste veld in op :guilabel:`Telefoon`. Selecteer vervolgens :guilabel:`is " "set` uit het keuzemenu in het tweede veld. Als je deze regel selecteert, " "filter je **alleen** op records die een telefoonnummer aan de lead hebben " "gekoppeld." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:111 msgid "" "Alternatively (or in addition to the above rule), click :guilabel:`New rule`" " and set the first field to :guilabel:`Email`. Then, select :guilabel:`is " "set` from the drop-down menu in the second field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:114 msgid "" "These rules add only leads with an associated contact method to the report." msgstr "" "Deze regels voegen alleen leads met een bijbehorende contactmethode toe aan " "het rapport." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:119 msgid "Active status" msgstr "Actieve status" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:121 msgid "" "Click the :icon:`fa-sitemap` :guilabel:`(Add branch)` icon to the right of " "the `Phone is set` line, to add a new rule that branches from the rules " "above." msgstr "" "Klik op het :icon:`fa-sitemap` :guilabel:`(Add branch)` pictogram rechts van" " de regel `Phone is set` om een nieuwe regel toe te voegen die aftakt van de" " bovenstaande regels." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:124 msgid "" "Two horizontal sets of fields appear below a line showing :guilabel:`any` " ":icon:`fa-caret-down` :guilabel:`of:` option. This setting filters for " "records that match **any** of the rules contained inside. This uses the same" " logic as an OR (`|`) logical operator." msgstr "" "Twee horizontale sets velden verschijnen onder een regel met :guilabel:`any`" " :icon:`fa-caret-down` :guilabel:`of:` optie. Deze instelling filtert op " "records die voldoen aan **elke** van de regels die erin staan. Dit gebruikt " "dezelfde logica als een OR (`|`) logische operator." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:128 msgid "" "Set the first field to :guilabel:`Active`. Then, select :guilabel:`is set` " "in the next field." msgstr "" "Stel het eerste veld in op :guilabel:`Actief`. Selecteer vervolgens " ":guilabel:`is ingesteld` in het volgende veld." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:130 msgid "" "Next, click the :icon:`fa-plus` :guilabel:`(Add New Rule)` button next to " ":guilabel:`Active is set` to create a new line of fields beneath it." msgstr "" "Klik vervolgens op de :icon:`fa-plus` :guilabel:`(Nieuwe regel toevoegen)` " "knop naast :guilabel:`Actief is ingesteld` om er een nieuwe regel met velden" " onder te maken." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:133 msgid "" "Set the first field to :guilabel:`Active`. Then, select :guilabel:`is not " "set` in the next field." msgstr "" "Stel het eerste veld in op :guilabel:`Actief`. Selecteer vervolgens " ":guilabel:`is niet ingesteld` in het volgende veld." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1 msgid "Use Active to include active status in the report." msgstr "Gebruik Actief om de actieve status in het rapport op te nemen." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:139 msgid "This rule adds the activity status of the lead to the report." msgstr "" "Deze regel voegt de activiteitsstatus van de lead toe aan het rapport." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:142 msgid "" "Active status is an important filter to include when creating a lead " "distribution report because it includes **all** leads regardless of won/lost" " or active/inactive status in the report. This provides a comprehensive view" " of all the leads assigned to each sales member." msgstr "" "Actieve status is een belangrijk filter om op te nemen bij het maken van een" " rapport over leadverdeling omdat **alle** leads, ongeacht gewonnen/verloren" " of actieve/inactieve status, in het rapport worden opgenomen. Dit geeft een" " uitgebreid overzicht van alle leads die aan elk verkoopmedewerker zijn " "toegewezen." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:147 msgid "Group by" msgstr "Groeperen op" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:149 msgid "" "Once all filters are set, click the :guilabel:`Add` button to add these " "filters to the search bar. To have the report grouped appropriately, click " "the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the" " search bar, and click :guilabel:`Salesperson` in the :guilabel:`Group By` " "section. All results are now grouped by the salesperson assigned to each " "lead." msgstr "" "Als alle filters zijn ingesteld, klik je op de knop :guilabel:`Add` om deze " "filters toe te voegen aan de zoekbalk. Om het rapport op de juiste manier te" " groeperen, klik je op het :icon:`fa-caret-down` :guilabel:`(down caret)` " "pictogram, rechts van de zoekbalk, en klik je op :guilabel:`Verkoper` in het" " :guilabel:`Groeperen op` gedeelte. Alle resultaten worden nu gegroepeerd op" " de verkoper die aan elke lead is toegewezen." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:154 msgid "" "Once the rules for the filter are set, click the purple :guilabel:`Confirm` " "button at the bottom of the pop-up menu to save the custom filter and close " "the pop-up menu." msgstr "" "Zodra de regels voor het filter zijn ingesteld, klik je op de paarse " ":guilabel:`Confirm` knop onderaan het pop-upmenu om het aangepaste filter op" " te slaan en het pop-upmenu te sluiten." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:157 msgid "" "The :guilabel:`Pipeline Analysis` dashboard is now displayed again with each" " filter rule in the search bar." msgstr "" "Het :guilabel:`Pipeline Analysis` dashboard wordt nu weer weergegeven bij " "elke filterregel in de zoekbalk." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:160 msgid "" "Click the :icon:`fa-area-chart` :guilabel:`(Graph)` icon, to the right of " "the search bar, to view the report as a bar chart. Alternatively, click the " ":icon:`oi-view-list` :guilabel:`(List)` icon to view leads in a grouped " "list." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:165 msgid "" "To save the filter so it can easily be re-applied, click the :guilabel:`Save" " current search` button in the :guilabel:`Favorites` section of the search " "bar drop-down menu." msgstr "" "Om het filter op te slaan zodat je het eenvoudig opnieuw kunt toepassen, " "klik je op de knop :guilabel:`De huidige zoekopdracht opslaan` in het " ":guilabel:`Favorieten` gedeelte van het vervolgkeuzemenu van de zoekbalk." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:168 msgid "" "Next, type a name for the filter in the text box below. Check the " ":guilabel:`Shared` checkbox to have the filter shared with any user with " "access to the pipeline. Finally, click the purple :guilabel:`Save` button " "below to save the filter." msgstr "" "Typ vervolgens een naam voor het filter in het tekstvak eronder. Schakel het" " selectievakje :guilabel:`Gedeeld` in om het filter te laten delen met elke " "gebruiker met toegang tot de pijplijn. Klik ten slotte op de paarse " ":guilabel:`Opslaan` knop hieronder om het filter op te slaan." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:172 msgid "" "The filter will now appear with the name it was given under the " ":guilabel:`Favorites` section of the drop-down menu and can be re-applied by" " clicking on it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:176 msgid "Filter for quality leads" msgstr "Filter op kwaliteitsleads" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:178 msgid "" "The following additional conditions are provided as an example of a *good*, " "but *not comprehensive*, set of rules for finding quality leads. These " "filters should be applied on top of the :ref:`crm/track_leads/essential-" "filters` in the order specified to achieve a heavily-detailed filter." msgstr "" "De volgende aanvullende voorwaarden worden gegeven als voorbeeld van een " "*goede*, maar *niet allesomvattende* set regels voor het vinden van leads " "van hoge kwaliteit. Deze filters moeten worden toegepast bovenop de " ":ref:`crm/track_leads/essential-filters` in de opgegeven volgorde om een " "zeer gedetailleerd filter te krijgen." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:183 msgid "" "**Referred-by:** Filter for referrals, such as by appointment or sales " "member." msgstr "" "**Gerefereerd door:** Filter op verwijzingen, zoals op afspraak of " "verkoopmedewerker." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:184 msgid "" "**Source:** Filter for specific source UTMs, such as Facebook or LinkedIn." msgstr "" "**Bron:** Filter op specifieke UTM-bronnen, zoals Facebook of LinkedIn." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:185 msgid "**Notes:** Filter for internal notes." msgstr "**Noten:** Filter op interne notities." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:186 msgid "**Tags:** Filter for categorical tags." msgstr "**Tags:** Filter op categorische tags." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:187 msgid "" "**Email:** Filter for specific email domains, such as gmail.com or " "yahoo.com." msgstr "" "**Email:** Filter op specifieke e-maildomeinen, zoals gmail.com of " "yahoo.com." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:188 msgid "" "**Salesperson:** Filter for leads associated with certain sales members." msgstr "" "**Verkoper:** Filter op leads die zijn gekoppeld aan bepaalde verkopers." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:190 msgid "" "These conditions can be added, removed, or modified to best fit the desired " "information in the report." msgstr "" "Deze voorwaarden kunnen worden toegevoegd, verwijderd of aangepast om zo " "goed mogelijk aan te sluiten bij de gewenste informatie in het rapport." #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:194 msgid ":ref:`quality_leads_report/add-quality-rules`" msgstr ":ref:`kwaliteit_leads_rapport/add-quality-regels`" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:195 msgid ":doc:`../../../essentials/search`" msgstr ":doc:`../../essentials/search`" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "Leads toewijzen met voorspellende leadscoring" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5 msgid "" "The Odoo *CRM* app can automatically assign leads/opportunities to sales " "teams and salespeople. A standard practice is to assign leads based on the " "probability of winning each lead. Companies can prioritize the leads that " "are more likely to result in successful deals by quickly assigning them to " "the appropriate salespeople." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10 msgid "" "Odoo automatically calculates the probability of winning each lead using a " "method called *predictive lead scoring*." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "Voorspellend scoren van leads" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16 msgid "" "Predictive lead scoring is a machine-learning model that uses historical " "data from Odoo *CRM* to score open leads/opportunities." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19 msgid "" "As a company processes opportunities through the CRM pipeline, Odoo collects" " data on which opportunities are won and lost. Predictive lead scoring uses " "this data to predict the probability of winning each new lead or " "opportunity." msgstr "" "Terwijl een bedrijf opportunities door de CRM-pijplijn verwerkt, verzamelt " "Odoo gegevens over welke opportunities worden gewonnen en verloren. " "Predictive lead scoring gebruikt deze gegevens om de kans te voorspellen dat" " elke nieuwe lead of kans wordt gewonnen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23 msgid "" "The more opportunities that are sent through the CRM pipeline, the more data" " Odoo collects, resulting in more accurate probabilities." msgstr "" "Hoe meer kansen er door de CRM-pijplijn worden gestuurd, hoe meer gegevens " "Odoo verzamelt, wat resulteert in nauwkeurigere waarschijnlijkheden." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28 msgid "" "\\begin{equation}\n" "P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n" "\\end{equation}\n" "\n" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 msgid "Breaking down the equation:" msgstr "De vergelijking openbreken:" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 msgid "P(A|B) = The probability of a successful lead *in this case*" msgstr "P(A|B) = De kans op een succesvolle voorsprong *in dit geval*" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 msgid "" "P(A) = The overall probability of a lead being successful regardless of the " "conditions" msgstr "" "P(A) = de totale kans dat een lead succesvol is, ongeacht de omstandigheden" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 msgid "" "P(B|A) = The probability of this being the case given a lead is successful" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 msgid "P(B) = The probability of this being the case" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 msgid "" "The term *in this case* refers to the variables that can affect a lead being" " successful in Odoo. This can include variables such as the assigned " "Salesperson, the source of the lead, the language of the lead, and other " "historical and demographic data." msgstr "" "De term *in dit geval* verwijst naar de variabelen die van invloed kunnen " "zijn op het succes van een lead in Odoo. Dit kunnen variabelen zijn zoals de" " toegewezen verkoper, de bron van de lead, de taal van de lead en andere " "historische en demografische gegevens." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 msgid "" "Which variables are considered in this calculation can be :ref:`configured " "` to tailor the calculation to each business's " "needs." msgstr "" "Welke variabelen worden meegenomen in deze berekening kan worden " ":ref:`geconfigureerd ` om de berekening aan te " "passen aan de behoeften van elk bedrijf." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" " through the CRM pipeline." msgstr "" "De kans op succes van elke opportunity wordt weergegeven op het " "opportunityformulier en wordt automatisch bijgewerkt naarmate de opportunity" " vordert in de CRM-pijplijn." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The probability of success displayed on the opportunity form." msgstr "De kans op succes die wordt weergegeven op het kansformulier." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" "Wanneer een kans naar de volgende fase gaat, neemt de kans op succes " "automatisch toe volgens het voorspellende lead scoring algoritme." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" "Predictive lead scoring is altijd actief in Odoo *CRM*. De variabelen die " "worden gebruikt om de kans op succes te berekenen kunnen echter worden " "aangepast in de instellingen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " ":guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update " "Probabilities` button." msgstr "" "Om de variabelen aan te passen die door predictive lead scoring worden " "gebruikt, ga je naar :menuselection:`CRM --> Configuration --> Settings`. " "Klik onder :guilabel:`Predictive Lead Scoring` op de knop :guilabel:`Update " "Probabilities`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." msgstr "" "Klik vervolgens op het vervolgkeuzemenu om te kiezen met welke variabelen de" " functie voor voorspellend scoren van leads rekening moet houden." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "Elk aantal van de volgende variabelen kan worden geactiveerd:" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`State`: de geografische staat waar de kans vandaan komt" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" ":guilabel:`Email Quality`: of er al dan niet een e-mailadres wordt vermeld " "voor de gelegenheid" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " "team that is assigned to an opportunity. Predictive lead scoring *always* " "takes into account these two variables, regardless of which optional " "variables are selected." msgstr "" "De variabelen `Stage` en `Team` zijn altijd van kracht. `Stage` verwijst " "naar het CRM-pijplijnstadium waarin een opportunity zich bevindt. team` " "verwijst naar het verkoopteam dat is toegewezen aan een opportunity. " "Predictive lead scoring houdt *altijd* rekening met deze twee variabelen, " "ongeacht welke optionele variabelen zijn geselecteerd." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" "Klik vervolgens op het datumveld naast de optie :guilabel:`Consider leads " "created as of the:` om de datum te selecteren vanaf wanneer predictive lead " "scoring begint met de berekeningen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "Klik ten slotte op :guilabel:`Confirm` om de wijzigingen op te slaan." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" "De kans op succes van een opportunity kan handmatig worden gewijzigd op het " "opportunityformulier. Klik op het kansnummer om het te bewerken." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" "Als je de waarschijnlijkheid handmatig wijzigt, worden de automatische " "waarschijnlijkheidsupdates voor die opportunity verwijderd. De " "waarschijnlijkheid wordt niet langer automatisch bijgewerkt wanneer de " "opportunity door elke fase van de pijplijn gaat." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." msgstr "" "Om de automatische waarschijnlijkheid weer in te schakelen, klik je op het " "tandwiel naast het waarschijnlijkheidspercentage." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The gear icon used to reactivate automatic probability on an opportunity " "form." msgstr "" "Het tandwielpictogram dat wordt gebruikt om automatische waarschijnlijkheid " "op een kansformulier opnieuw te activeren." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "Leads toewijzen op basis van waarschijnlijkheid" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " "probability of success to prioritize those that are more likely to result in" " deals." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "Op regels gebaseerde toewijzing configureren" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" "Om *regelgebaseerde toewijzing* te activeren, navigeer je naar " ":menuselectie:`CRM --> Configuratie --> Instellingen`, en activeer je " ":guilabel:`Regelgebaseerde toewijzing`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " ":guilabel:`Repeatedly`, meaning Odoo will automatically trigger the " "assignment according to the chosen time period." msgstr "" "De regelgebaseerde toewijzingsfunctie kan worden ingesteld op " ":guilabel:`Handmatig`, wat betekent dat een Odoo gebruiker de toewijzing " "handmatig moet triggeren, of :guilabel:`Herhaaldelijk`, wat betekent dat " "Odoo de toewijzing automatisch triggert volgens de gekozen tijdsperiode." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" " automatic assignment in the :guilabel:`Repeat every` section." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "De instelling Rule-Based Assignment in CRM-instellingen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " "the :guilabel:`Rule-Based Assignment` settings (or using the " ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "Toewijzingsregels configureren" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." " To get started, navigate to :menuselection:`CRM --> Configuration --> Sales" " Teams`, and select a sales team." msgstr "" "Configureer vervolgens de *toewijzingsregels* voor elk verkoopteam en/of " "verkoper. Deze regels bepalen welke leads Odoo aan welke mensen toewijst. Om" " te beginnen navigeer je naar :menuselectie:`CRM --> Configuratie --> " "Verkoopploegen` en selecteer je een verkoopteam." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " "determine lead assignment for this sales team. The rules can include " "anything that may be relevant for this company or team, and any number of " "rules can be added." msgstr "" "Op het configuratieformulier van het verkoopteam klik je onder " ":guilabel:`Toewijzingsregels` op :guilabel:`Domein bewerken` om de regels te" " configureren die Odoo gebruikt om de leadtoewijzing voor dit verkoopteam te" " bepalen. De regels kunnen alles bevatten wat relevant kan zijn voor dit " "bedrijf of team en er kan een willekeurig aantal regels worden toegevoegd." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" "Selecteer in het middelste uitklapmenu het gewenste vergelijkingssymbool - " "waarschijnlijk het symbool voor *groter dan*, *minder dan*, *groter dan of " "gelijk aan*, of *minder dan of gelijk aan*." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" "Voer in de uiterst rechtse ruimte de gewenste getalswaarde van de " "waarschijnlijkheid in. Klik ten slotte op :guilabel:`Opslaan` om de " "wijzigingen op te slaan." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" " line that reads: `Probability >= 20`." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0 msgid "" "Sales team domain set to probability greater than or equal to twenty " "percent." msgstr "" "Verkoopteamdomein ingesteld op waarschijnlijkheid groter dan of gelijk aan " "twintig procent." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " "the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click" " :guilabel:`Save` to save changes." msgstr "" "Er kunnen ook aparte toewijzingsregels worden geconfigureerd voor " "individuele teamleden. Klik op de configuratiepagina van het verkoopteam op " "een teamlid op het tabblad :guilabel:`Leden` en bewerk vervolgens de sectie " ":guilabel:`Domein`. Klik op :guilabel:`Opslaan` om de wijzigingen op te " "slaan." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " "assignment`. Check this box to omit a particular sales team or salesperson " "from being assigned leads automatically by Odoo's rule-based assignment " "feature. If :guilabel:`Skip auto assignment` is activated, the sales team or" " salesperson can still be assigned leads manually." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " "assign any leads that are currently unassigned and match this team's " "specified domain." msgstr "" "Om handmatig leads aan dit verkoopteam toe te wijzen, klik je op de knop " ":guilabel:`Leads toewijzen` boven aan de configuratiepagina van het " "verkoopteam. Hierdoor worden alle leads toegewezen die momenteel niet zijn " "toegewezen en die overeenkomen met het opgegeven domein van dit team." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:3 msgid "Marketing attribution reports" msgstr "Rapporten over marketingattributie" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:5 msgid "" "Use the Odoo *CRM* app to compile a *marketing attribution report*, which " "analyzes the source of leads, and groups them in such a way as to calculate " "marketing's overall impact on lead generation, attribution, won rate, and " "more." msgstr "" "Gebruik de Odoo *CRM* app om een *marketing attributie rapport* samen te " "stellen, waarin de bron van leads wordt geanalyseerd en gegroepeerd om de " "totale impact van marketing op leadgeneratie, attributie, gewonnen punten en" " meer te berekenen." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:10 msgid "Leads Analysis dashboard" msgstr "Dashboard voor analyse van leads" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:12 msgid "" "Begin by navigating to the :guilabel:`Leads Analysis` dashboard by going to " ":menuselection:`CRM app --> Reporting --> Leads`." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:16 msgid "" "Reports can also be run on the :menuselection:`CRM app --> Leads` dashboard," " which is **only** accessible if the *Leads* feature has been activated on " "the *Settings* page." msgstr "" "Rapporten kunnen ook worden uitgevoerd op het dashboard :menuselection:`CRM " "app --> Leads`, dat **alleen** toegankelijk is als de functie *Leads* is " "geactiveerd op de pagina *Instellingen*." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:19 msgid "" "If the *Leads* feature has **not** been activated, the :menuselection:`CRM " "app --> Sales --> My Pipeline` dashboard can also be used to run reports." msgstr "" "Als de functie *Leads* **niet** is geactiveerd, kan het dashboard " ":menuselection:`CRM app --> Verkoop --> Mijn pijplijn` ook worden gebruikt " "om rapporten uit te voeren." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:22 msgid "" "Both dashboards contain the necessary *Filters* and *Group By* criteria to " "run an attribution report." msgstr "" "Beide dashboards bevatten de noodzakelijke *Filters* en *Groep door* " "criteria om een attributierapport uit te voeren." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:26 msgid ":doc:`Convert leads into opportunities <../acquire_leads/convert>`" msgstr ":doc:`Leads omzetten in kansen <../acquire_leads/convert>`" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:27 msgid ":doc:`Create leads <../acquire_leads/email_manual>`" msgstr ":doc:`Leads aanmaken <../acquire_leads/email_manual>`" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "" "Open the CRM app and click on the Reporting tab at the top of the page, then" " click Leads." msgstr "" "Open de CRM app en klik op het tabblad Rapportage bovenaan de pagina, klik " "vervolgens op Leads." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:33 msgid "" "The :icon:`fa-area-chart` :guilabel:`(graph)` view is shown, by default, " "with :guilabel:`Active or Inactive` and :guilabel:`Created on: [current " "year]` filters active in the :guilabel:`Search...` bar. The graph " "visualization displays the number of leads generated, by month and by sales " "team, with each sales team attributed to its own color per month shown." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:38 msgid "" "Switch the view to the :icon:`oi-view-list` :guilabel:`(list)` option, by " "clicking the respective icon located at the top-right of the dashboard. This" " allows leads to easily be displayed in the grouping set by the *Group By* " "parameters." msgstr "" "Schakel de weergave om naar de :icon:`oi-view-list` :guilabel:`(list)` optie" " door op het betreffende pictogram rechtsboven in het dashboard te klikken. " "Hierdoor kunnen leads eenvoudig worden weergegeven in de groepering die is " "ingesteld met de parameters *Groeperen op*." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "" "Click the button with four horizontal lines on the top right of the Leads " "Analysis page." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:47 msgid "Add UTM parameters" msgstr "UTM-parameters toevoegen" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:49 msgid "" "*Urchin Tracking Modules (UTMs)* are snippets of text embedded in URLs that " "are used to track visitor data. This includes parameters relating to how a " "visitor reached the link, such as the type of website visited, and/or " "marketing campaign the visit came from." msgstr "" "*Urchin Tracking Modules (UTM's)* zijn stukjes tekst in URL's die worden " "gebruikt om bezoekersgegevens bij te houden. Dit omvat parameters met " "betrekking tot hoe een bezoeker de link heeft bereikt, zoals het type " "website dat werd bezocht en/of de marketingcampagne waar het bezoek vandaan " "kwam." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:53 msgid "" "Odoo can use these UTMs as parameters in the marketing attribution report to" " track the metrics and performance of marketing campaigns." msgstr "" "Odoo kan deze UTM's gebruiken als parameters in het " "marketingattributierapport om de statistieken en prestaties van " "marketingcampagnes bij te houden." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:57 msgid "Create UTMs" msgstr "UTM's maken" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:59 msgid "" "The :doc:`link tracker <../../../websites/website/reporting/link_tracker>` " "in Odoo can be used to create and configure UTMs." msgstr "" "De :doc:`link tracker <../../websites/website/reporting/link_tracker>` in " "Odoo kan worden gebruikt om UTM's aan te maken en te configureren." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:62 msgid "" "UTMs can also be automatically generated by the :doc:`Email Marketing " "<../../../marketing/email_marketing>` and :doc:`Marketing Automation " "<../../../marketing/marketing_automation>` apps." msgstr "" "UTM's kunnen ook automatisch worden gegenereerd door de :doc:`Email " "Marketing <../../../marketing/email_marketing>` en :doc:`Marketing " "Automation <../../../marketing/marketing_automation>` apps." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:66 msgid "" "The UTM parameters used in a marketing attribution report are *Medium*, " "*Source*, and *Campaign*, in descending order of coverage." msgstr "" "De UTM-parameters die in een marketingattributierapport worden gebruikt zijn" " *Medium*, *Bron* en *Campagne*, in aflopende volgorde van dekking." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:69 msgid "" "*Medium* is the UTM with the widest coverage, and is used to identify the " "medium used to access the link. This can include mediums such as social " "media, email, or cost per click (CPC)." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:71 msgid "" "*Source* is more narrow, and is used to identify the source of traffic. For " "example, the name of a website, search engine used, or a specific social " "media platform." msgstr "" "*Bron* is beperkter en wordt gebruikt om de bron van het verkeer te " "identificeren. Bijvoorbeeld de naam van een website, gebruikte zoekmachine " "of een specifiek social media platform." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:73 msgid "" "*Campaign* is the most narrow, and can track specific marketing campaigns by" " name. This can include a contest or product name, type of sale, etc." msgstr "" "*Campagne* is het meest beperkt en kan specifieke marketingcampagnes op naam" " volgen. Dit kan een prijsvraag of productnaam zijn, type verkoop, enz." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:79 msgid "" "To start creating a report, click the :icon:`fa-caret-down` :guilabel:`(down" " arrow)` to the right of the :guilabel:`Search...` bar to see the list of " "filtering and grouping parameters." msgstr "" "Om te beginnen met het maken van een rapport klik je op het :icon:`fa-caret-" "down` :guilabel:`(pijl omlaag)` rechts van de :guilabel:`Zoeken...` balk om " "de lijst met filter- en groeperingsparameters te zien." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:82 msgid "" ":guilabel:`Filters`, located in the left column of the search options, can " "be used to keep only the results that fit the filter. For example, selecting" " the :guilabel:`Won` filter only shows leads that have been won in the " "attribution report." msgstr "" "met :guilabel:`Filters`, in de linkerkolom van de zoekopties, kun je alleen " "de resultaten weergeven die bij het filter passen. Als je bijvoorbeeld het " ":guilabel:`Won` filter selecteert, worden alleen leads weergegeven die zijn " "gewonnen in het attributierapport." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:86 msgid "" ":guilabel:`Group By`, found in the middle column, is used to organize the " "results into groups, and can be used with or without filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "Select any number of filters and groups in the search options." msgstr "Selecteer een willekeurig aantal filters en groepen in de zoekopties." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:94 msgid "" "Setting multiple :guilabel:`Group By` options creates nested groups, " "according to which option is selected first. For example, selecting " ":guilabel:`Medium`, followed by :guilabel:`Source`, and then " ":guilabel:`Campaign`, in :guilabel:`Group By` column, sorts all results " "*first* by medium, *then* by the specific sources in each medium, followed " "by the campaigns in each source." msgstr "" "Door meerdere :guilabel:`Groep door` opties in te stellen, worden geneste " "groepen gemaakt, afhankelijk van welke optie het eerst is geselecteerd. Als " "je bijvoorbeeld :guilabel:`Medium` selecteert, gevolgd door :guilabel:`Bron`" " en dan :guilabel:`Campagne` in de :guilabel:`Groep op` kolom, sorteer je " "alle resultaten *eerst* op medium, *dan* op de specifieke bronnen in elk " "medium, gevolgd door de campagnes in elke bron." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:99 msgid "" "This can be verified by looking at the direction, and order, of the " "selections in the group tile that appears in the :guilabel:`Search...` bar." msgstr "" "Dit kun je controleren door te kijken naar de richting en volgorde van de " "selecties in de groepstegel die verschijnt in de :guilabel:`Zoek...` balk." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:0 msgid "" "The text in the tile is `Country > City`, showing that city is a subgroup of" " country." msgstr "" "De tekst in de tegel is `Land > Stad`, wat aangeeft dat stad een subgroep is" " van land." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:107 msgid "For a useful first report:" msgstr "Voor een nuttig eerste verslag:" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:109 msgid "" "#. From the :guilabel:`Filters` column, select the :guilabel:`Active` filter" " to view only leads that are still marked as active. #. From the " ":guilabel:`Group By` column, select (in this specific order) " ":guilabel:`Source`, followed by the :guilabel:`City` or :guilabel:`Country`," " depending on which grouping is more relevant." msgstr "" "#. Selecteer in de kolom :guilabel:`Filters` het filter :guilabel:`Actief` " "om alleen leads weer te geven die nog als actief zijn gemarkeerd. #. " "Selecteer in de kolom :guilabel:`Groepeer op` (in deze volgorde) " ":guilabel:`Bron`, gevolgd door :guilabel:`Stad` of :guilabel:`Land`, " "afhankelijk van welke groepering relevanter is." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "Each lead is now sorted by source, followed by city or country." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:119 msgid "" "This report contains all active leads, grouped first by the source of the " "lead, then by the city or country each lead is from. This is useful to see " "the density of active opportunities sorted by location." msgstr "" "Dit rapport bevat alle actieve leads, eerst gegroepeerd op de bron van de " "lead en vervolgens op de stad of het land waar elke lead vandaan komt. Dit " "is handig om de dichtheid van actieve kansen gesorteerd op locatie te zien." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:123 msgid "" "With this data, marketing campaigns, such as conferences or billboards, can " "be targeted to the locations generating the largest amount of potential " "revenue. Similarly, more attention can be put toward increasing outreach in " "locations where existing marketing campaigns are less effective." msgstr "" "Met deze gegevens kunnen marketingcampagnes, zoals conferenties of " "billboards, worden gericht op de locaties die de meeste potentiële inkomsten" " genereren. Ook kan er meer aandacht worden besteed aan het vergroten van " "het bereik op locaties waar bestaande marketingcampagnes minder effectief " "zijn." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:129 msgid "Export reports" msgstr "Rapporten exporteren" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:131 msgid "" "To set the measures of the report, begin by navigating to the :icon:`oi-" "view-pivot` :guilabel:`(pivot view)` on the :guilabel:`Leads Analysis` " "dashboard." msgstr "" "Om de metingen van het rapport in te stellen, navigeer je eerst naar het " ":icon:`oi-view-pivot` :guilabel:`(pivot view)` op het :guilabel:`Leads " "Analysis` dashboard." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:134 msgid "" "Click the :guilabel:`Measures` button to view the available measures of the " "report. Select the desired measures from the drop-down menu (multiple " "measures can be selected), and verify the measures, filters, and groups are " "all displayed correctly in the pivot table. This ensures the data is ready " "for export." msgstr "" "Klik op de knop :guilabel:`Maatstaven` om de beschikbare maten van het " "rapport te bekijken. Selecteer de gewenste metingen in het vervolgkeuzemenu " "(er kunnen meerdere metingen worden geselecteerd) en controleer of de " "metingen, filters en groepen correct worden weergegeven in de draaitabel. " "Dit zorgt ervoor dat de gegevens klaar zijn voor export." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:139 msgid "" "To quickly export the data in a list, as a .xlsx file, navigate to the " ":icon:`oi-view-list` :guilabel:`(list view)`. Click on the " ":guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon, located to the " "right of :guilabel:`Lead Analysis` in the top-left of the page, and click " ":icon:`fa-upload` :guilabel:`Export All`. The report downloads automatically" " as a .xlsx file." msgstr "" "Om de gegevens in een lijst snel te exporteren als .xlsx-bestand, navigeer " "je naar de :icon:`oi-view-list` :guilabel:`(lijstweergave)`. Klik op het " ":guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` pictogram, dat zich " "rechts van :guilabel:`Lead Analysis` linksboven op de pagina bevindt, en " "klik op :icon:`fa-upload` :guilabel:`Export All`. Het rapport wordt " "automatisch gedownload als een .xlsx-bestand." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:144 msgid "" "For more export options, the report can be exported to the Odoo *Documents* " "app. From the :icon:`oi-view-list` :guilabel:`(list view)` of " ":guilabel:`Leads Analysis` page, begin by clicking the :guilabel:`Actions` " ":icon:`fa-cog` :guilabel:`(gear)` icon again. Now, navigate to :icon:`fa-" "table` :guilabel:`Spreadsheet`, and click :icon:`oi-view-list` " ":guilabel:`Insert list in spreadsheet`. A pop-up window titled, " ":guilabel:`Select a spreadsheet to insert your list.` appears." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:150 msgid "" "The report can be renamed using the `Name of the list` field, if desired. " "The number of items on the report can be set with the field labeled: `Insert" " the first _ records of the list`. Next, select either a new " ":guilabel:`Blank spreadsheet`, or export into an existing spreadsheet. " "Finally, click the :guilabel:`Confirm` button." msgstr "" "Het rapport kan desgewenst een andere naam krijgen met het veld `Naam van de" " lijst`. Het aantal items in het rapport kan worden ingesteld met het veld " "met de label: `Voeg de eerste _ records van de lijst in`. Selecteer " "vervolgens een nieuwe :guilabel:`Lege spreadsheet` of exporteer naar een " "bestaande spreadsheet. Klik ten slotte op de knop :guilabel:`Bevestigen`." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "" "Set the name, number of records, and location of the export in the option " "menu." msgstr "" "Stel de naam, het aantal records en de locatie van de export in het " "optiemenu in." #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:159 msgid "" "To export the report as a .xlsx file, for use in an external spreadsheets " "program, click the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` " "icon, and select the :icon:`fa-upload` :guilabel:`Export All` option. If " "prompted, choose a file location, name the file, then click " ":guilabel:`Save`." msgstr "" "Als je het rapport wilt exporteren als een .xlsx-bestand voor gebruik in een" " extern spreadsheetprogramma, klik je op het :guilabel:`Actions` :icon:`fa-" "cog` :guilabel:`(gear)` pictogram en selecteer je de :icon:`fa-upload` " ":guilabel:`Export All` optie. Kies desgevraagd een bestandslocatie, geef het" " bestand een naam en klik vervolgens op :guilabel:`Opslaan`." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:3 msgid "Quality leads report" msgstr "Rapport kwaliteitsaanwijzingen" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:5 msgid "" "A *quality lead* is a lead that is likely to result in a sale. It should " "match the characteristics most commonly believed to help salespeople close a" " deal, in addition to more precise criteria that is specific to each " "organization." msgstr "" "Een *kwaliteits lead* is een lead die waarschijnlijk zal resulteren in een " "verkoop. De lead moet voldoen aan de kenmerken waarvan algemeen wordt " "aangenomen dat ze verkopers helpen een deal te sluiten, naast preciezere " "criteria die specifiek zijn voor elke organisatie." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:10 msgid "" "The specific criteria that defines a *quality lead* is different for every " "organization. For more information, see :ref:`Define a quality lead " "`." msgstr "" "De specifieke criteria die een *kwaliteitslead* definiëren zijn voor elke " "organisatie anders. Zie voor meer informatie :ref:`Een kwaliteits lead " "definiëren `." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:13 msgid "" "A quality leads *report* compares how many quality leads each salesperson " "has received over a specific amount of time, such as within the past 30 " "days. Sales managers can use such a report to make more informed decisions " "when assigning new leads to their team" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:18 msgid "" "A sales manager pulls a quality leads report using their company's criteria:" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:20 msgid "Leads must include a phone number and an email address." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:21 msgid "The email address must be from a professional domain." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:22 msgid "" "The source for the lead must be from a live chat conversation or an " "appointment with a salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:25 msgid "" "After running the report, the manager can see that, although everyone's " "ability to close a deal has varied, some members of the sales team have " "received a higher number of quality leads than others." msgstr "" "Na het uitvoeren van het rapport kan de manager zien dat, hoewel ieders " "vermogen om een deal te sluiten varieert, sommige leden van het verkoopteam " "een hoger aantal kwalitatieve leads hebben ontvangen dan anderen." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "An example of a quality leads report in the Odoo CRM application." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:33 msgid "" "Using this information, the sales manager may decide to assign more quality " "leads to the sales people currently on the lower end, to balance out the " "distribution of quality leads." msgstr "" "Met behulp van deze informatie kan de verkoopmanager besluiten om meer leads" " van hoge kwaliteit toe te wijzen aan de verkopers die op dit moment aan de " "onderkant zitten, om de verdeling van leads van hoge kwaliteit in evenwicht " "te brengen." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:39 msgid "Create a quality leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:41 msgid "" "To create a quality leads report, first navigate to :menuselection:`CRM app " "--> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` " "dashboard. Click into the :guilabel:`Search...` bar at the top of the page " "and remove any active filters." msgstr "" "Om een rapport over kwalitatieve leads te maken, navigeer je eerst naar " ":menuselection:`CRM app --> Reporting --> Pipeline` om het " ":guilabel:`Pipeline Analysis` dashboard te openen. Klik in de " ":guilabel:`Zoek...` balk bovenaan de pagina en verwijder alle actieve " "filters." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:45 msgid "" "Click the :guilabel:`🔻(triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar to open the drop-down mega menu that contains " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "columns. Click :guilabel:`Add Custom Filter`. This opens a :guilabel:`Add " "Custom Filter` pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:50 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:65 msgid "" "The :guilabel:`Add Custom Filter` pop-up window allows for the creation of " "more specific filters." msgstr "" "Met het pop-upvenster :guilabel:`Aangepast filter toevoegen` kun je meer " "specifieke filters maken." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:55 msgid "" "In order to generate a quality leads report, filters need to be created for " "the following conditions:" msgstr "" "Om een rapport met kwaliteitsleads te genereren, moeten er filters worden " "gemaakt voor de volgende voorwaarden:" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:58 msgid "" ":ref:`Starting date `: limits results to" " those created within a specific time frame." msgstr "" ":ref:`Beginddatum `: beperkt resultaten tot" " resultaten die binnen een bepaald tijdsbestek zijn gemaakt." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:60 msgid "" ":ref:`Specific sales teams `: limits " "results to only include leads for one or more sales teams. This filter is " "optional and should not be included if the is intended for the entire " "company." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:63 msgid "" ":ref:`Exclude unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" ":ref:`Uitsluiten niet-toegewezen leads `: sluit leads zonder toegewezen verkoper uit." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:65 msgid "" ":ref:`Include archived leads `: ensures" " that both active and inactive leads are included in the results." msgstr "" ":ref:`Gearchiveerde leads opnemen `: " "zorgt ervoor dat zowel actieve als inactieve leads worden opgenomen in de " "resultaten." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:67 msgid "" ":ref:`Add rules for quality leads `:" " includes or excludes results based on criteria that is specific to a " "company or sales team." msgstr "" ":ref:`Regels toevoegen voor kwaliteitsleads `: bevat of sluit resultaten uit op basis van criteria die " "specifiek zijn voor een bedrijf of verkoopteam." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140 msgid "" "An example of the Custom Filter pop-up window with all of the rules " "configured." msgstr "" "Een voorbeeld van het Custom Filter pop-up venster met alle regels " "geconfigureerd." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74 msgid "" "An example of the *Custom Filter* pop-up window with all of the default " "rules configured." msgstr "" "Een voorbeeld van het pop-upvenster *Aangepast filter* met alle " "standaardregels geconfigureerd." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:79 msgid "Add a starting date filter" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:81 msgid "" "Begin by first defining the rule's parameter with a date range, by clicking " "into the first field, on the left of the row, and typing `Created On` in the" " :guilabel:`Search...` bar, or by scrolling through the menu's list to " "locate it." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:85 msgid "" "In the rule's operator drop-down menu, define the parameter further by " "selecting either:" msgstr "" "Definieer de parameter verder in het vervolgkeuzemenu voor de operator van " "de regel door een van beide te selecteren:" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:87 msgid "" ":guilabel:`>= (greater than or equal to)` to specify a start date and " "include all entries *after* that start date (as well as the initial value " "itself); or" msgstr "" ":guilabel:`>= (groter dan of gelijk aan)` om een begindatum op te geven en " "alle items *na* die begindatum op te nemen (evenals de beginwaarde zelf); of" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:89 msgid "" ":guilabel:`is between` to more sharply define a time frame with a clear " "start and end date. All matching entries that fit within the defined start " "and end dates are included in the report." msgstr "" ":guilabel:`is tussen` om een tijdskader scherper te definiëren met een " "duidelijke begin- en einddatum. Alle overeenkomende items die passen binnen " "de gedefinieerde begin- en einddatum worden opgenomen in het rapport." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:92 msgid "" "With either option, use the pop-up calendar's day and time pickers, in the " "far right field, to define the respective date range. Setting these values " "concludes the creation of the first rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:98 msgid "Add a sales team filter" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:101 msgid "" "This filter is optional. To view results for the entire company, do **not** " "add this filter." msgstr "" "Deze filter is optioneel. Voeg dit filter **niet** toe om resultaten voor " "het hele bedrijf te bekijken." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:107 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:129 msgid "" "In the rule's second field, select :guilabel:`is in` from the drop-down " "menu. Selecting this operator limits results to the sales teams selected in " "the next field." msgstr "" "Selecteer in het tweede veld van de regel :guilabel:`is in` uit het " "vervolgkeuzemenu. Als je deze operator selecteert, beperk je de resultaten " "tot de verkoopteams die je in het volgende veld hebt geselecteerd." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:110 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:132 msgid "" "Lastly, in the third field, select the desired sales team from the drop-down" " menu. Multiple teams can be added in this field, where each parameter is " "treated with an \"or\" (e.g. \"any\") operator in the search logic." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:119 msgid "" "Next, add a :guilabel:`New Rule`. Then, click into the first field for the " "new rule, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll" " to search through the list to locate it." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:122 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:113 msgid "" "In the rule's second field, select :guilabel:`is set` from the drop-down " "menu. Selecting this operator excludes any leads not assigned to a specific " "salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:128 msgid "Include archived leads" msgstr "Gearchiveerde leads opnemen" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:131 msgid "" "This filter is also optional, as it adds archived (inactive) leads to the " "report, however it is recommended to include this since it pulls *all* " "assigned leads, regardless of status, into the report. This ensures a more " "accurate representation of assigned leads is captured. However, to pull a " "report that only includes active leads, do **not** activate this feature." msgstr "" "Dit filter is ook optioneel, omdat het gearchiveerde (inactieve) leads aan " "het rapport toevoegt, maar het wordt aanbevolen om dit filter op te nemen " "omdat het *alle* toegewezen leads, ongeacht hun status, in het rapport " "opneemt. Dit zorgt ervoor dat een nauwkeuriger weergave van toegewezen leads" " wordt vastgelegd. Als je echter een rapport wilt opstellen dat alleen " "actieve leads bevat, moet je deze functie **niet** activeren." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:136 msgid "" "Next, in the upper-right corner of the :guilabel:`Add Custom filter` pop-up " "window, move the :guilabel:`Include archived` toggle to active." msgstr "" "Zet vervolgens in de rechterbovenhoek van het pop-upvenster " ":guilabel:`Aangepast filter toevoegen` het schakelvlak " ":guilabel:`Gearchiveerd insluiten` op actief." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst-1 msgid "" "The Add Custom Filter pop-up with emphasis on the Include Archived toggle." msgstr "" "Het pop-upvenster Aangepast filter toevoegen met de nadruk op de optie " "Gearchiveerd opnemen." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:143 msgid "Enabling this feature adds archived (inactive) leads to the report." msgstr "" "Als je deze functie inschakelt, worden gearchiveerde (inactieve) afleidingen" " aan het rapport toegevoegd." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:148 msgid "Add rules for quality leads" msgstr "Regels toevoegen voor kwaliteitsleads" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:150 msgid "" "The filters added in this step vary, based on how an organization defines a " "*quality lead*." msgstr "" "De filters die in deze stap worden toegevoegd variëren, afhankelijk van hoe " "een organisatie een *kwaliteitslead* definieert." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:155 msgid "Define a quality lead" msgstr "Een kwaliteits lead definiëren" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:157 msgid "" "As defined earlier, a *quality lead* is a lead that is likely to result in a" " won opportunity. Although the exact criteria for a quality lead varies from" " organization to organization, it is often a combination of factors commonly" " attributed to positive sales outcomes, in addition to factors valued by the" " specific organization." msgstr "" "Zoals eerder gedefinieerd is een *kwaliteits lead* een lead die " "waarschijnlijk zal resulteren in een gewonnen opportunity. Hoewel de exacte " "criteria voor een kwalitatief goede lead per organisatie verschillen, is het" " vaak een combinatie van factoren die vaak worden toegeschreven aan " "positieve verkoopresultaten, naast factoren die door de specifieke " "organisatie worden gewaardeerd." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:162 msgid "" "In addition to the basic filters and grouping options outlined in the " "general :ref:`Quality leads report `, consider the following filters when defining a quality lead:" msgstr "" "Naast de basisfilters en groeperingsopties die worden beschreven in het " "algemene :ref:`Kwaliteitsleads-rapport `, kun je de volgende filters overwegen bij het definiëren van een " "kwaliteitslead:" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:166 msgid "" ":guilabel:`Email` or :guilabel:`Phone`: the information in these fields can " "help determine whether or not a lead is a professional contact." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:168 msgid "" ":guilabel:`Source`: this field links to the marketing and lead generation " "efforts from other Odoo applications, including *Live Chat*, *Social " "Marketing*, and *Email Marketing*." msgstr "" ":guilabel:`Bron`: dit veld verwijst naar de marketing- en leadgeneratie-" "inspanningen van andere Odoo-toepassingen, waaronder *Live Chat*, *Social " "Marketing* en *Email Marketing*." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:170 msgid "" ":guilabel:`Stage`: this filter can be used to eliminate or target leads that" " have reached specific stages." msgstr "" ":guilabel:`Stage`: dit filter kan worden gebruikt om leads te elimineren of " "te targeten die specifieke stadia hebben bereikt." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:172 msgid "" ":guilabel:`Medium`: a lead's source can indicate its quality level, as " "various channels have different won rates and expected revenues." msgstr "" ":guilabel:`Medium`: de bron van een lead kan het kwaliteitsniveau ervan " "aangeven, omdat verschillende kanalen verschillende winstpercentages en " "verwachte inkomsten hebben." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:174 msgid "" ":guilabel:`Campaign`: adding this filter helps track of the success of " "different marketing efforts to capture high quality leads." msgstr "" ":guilabel:`Campagne`: door dit filter toe te voegen, kun je het succes van " "verschillende marketinginspanningen bijhouden om leads van hoge kwaliteit " "vast te leggen." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:176 msgid "" ":guilabel:`Lost Reason`: exclude leads that may appear to be quality based " "on various criteria, but have been marked as *lost* for specified reasons." msgstr "" ":guilabel:`Verloren reden`: sluit afleidingen uit die op basis van " "verschillende criteria kwaliteit lijken te zijn, maar om bepaalde redenen " "als *verloren* zijn gemarkeerd." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:178 msgid "" ":guilabel:`Tags`: include or exclude results based on one or more customized" " tags." msgstr "" ":guilabel:`Tags`: resultaten opnemen of uitsluiten op basis van een of meer " "aangepaste tags." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:181 msgid "" "When adding rules to a custom filter, keep the statements preceding each " "rule in mind. The statement above a rule determines whether the search " "results must match **all** of the rules below the statement, or **any** of " "the rules below the statement." msgstr "" "Houd bij het toevoegen van regels aan een aangepast filter rekening met de " "verklaringen die voorafgaan aan elke regel. De verklaring boven een regel " "bepaalt of de zoekresultaten moeten voldoen aan **alle** van de regels onder" " de verklaring, of **een** van de regels onder de verklaring." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "" "Close up of the match rule options on a add custom filter pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:190 msgid "View the report" msgstr "Bekijk het rapport" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "" "Close up on the match all rules option on the add a custom filter pop-up " "window." msgstr "" "Sluit de optie Alle regels evenaren in het pop-upvenster Een aangepast " "filter toevoegen." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:202 msgid "" "After the filters are configured, click :guilabel:`Add`. The default display" " for the report is a bar graph, where the leads are grouped by *stage*." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:205 msgid "" "To group the results by salesperson, click the :guilabel:`🔻(triangle pointed" " down)` icon to the right of the :guilabel:`Search...` bar to open the drop-" "down mega menu. Under the :guilabel:`Group By` heading, select " ":guilabel:`Salesperson`. In the same column, under the :guilabel:`Group By` " "heading, click :guilabel:`Add a Custom Group`, then select " ":guilabel:`Active` on the resulting drop-down menu to layer in lead " "*status*, under the parent :guilabel:`Salesperson` grouping." msgstr "" "Om de resultaten te groeperen op verkoper, klik je op het " ":guilabel:`🔻(driehoek naar beneden)` pictogram rechts van de balk " ":guilabel:`Zoeken...` om het megamenu te openen. Selecteer onder de kop " ":guilabel:`Groeperen op` :guilabel:`Verkoper`. Klik in dezelfde kolom onder " "de kop :guilabel:`Groepsnaam` op :guilabel:`Een aangepaste groep toevoegen` " "en selecteer vervolgens :guilabel:`Actief` in het vervolgkeuzemenu om de " "lead *status* onder de bovenliggende :guilabel:`Verkoper`-groep te plaatsen." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:211 msgid "" "The report now displays the total count of *quality leads* each salesperson " "has received in the designated time period. Because there are layered " ":guilabel:`Group By` filters, the grouped leads are also color-coded to " "identify whether they are *active* or *marked as lost*." msgstr "" "Het rapport geeft nu het totale aantal *kwaliteitsleads* weer dat elke " "verkoper heeft ontvangen in de aangegeven periode. Omdat er gelaagde " ":guilabel:`Groep door` filters zijn, hebben de gegroepeerde leads ook een " "kleurcode om aan te geven of ze *actief* of *gemarkeerd als verloren* zijn." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:216 msgid "" "To save this search for later, click the :guilabel:`🔻(triangle pointed " "down)` icon next to the :guilabel:`Search...` bar to open the drop-down " "menu. Under the :guilabel:`Favorites` heading, click :guilabel:`Save current" " search`." msgstr "" "Om deze zoekopdracht op te slaan voor later, klik je op het " ":guilabel:`🔻(driehoek naar beneden)` pictogram naast de balk " ":guilabel:`Zoeken...` om het vervolgkeuzemenu te openen. Klik onder de kop " ":guilabel:`Favorieten` op :guilabel:`De huidige zoekopdracht opslaan`." #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:220 msgid "" "In the drop-down menu, rename the report from the default `Pipeline` label " "to `Quality Leads`, and click :guilabel:`Save`." msgstr "" "Wijzig in het vervolgkeuzemenu de naam van het rapport van het " "standaardlabel `Pipeline` in `Kwaliteitsleads` en klik op " ":guilabel:`Opslaan`." #: ../../content/applications/sales/crm/track_leads/resellers.rst:3 msgid "Resellers" msgstr "Resellers" #: ../../content/applications/sales/crm/track_leads/resellers.rst:5 msgid "" "Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " "Leads can be manually assigned, or automatically assigned, based on the " "resellers' designated *level* and location." msgstr "" "Binnen Odoo's *CRM* app kunnen leads worden doorgestuurd naar resellers (of " "partners). Leads kunnen handmatig of automatisch worden toegewezen op basis " "van het aangewezen *niveau* en de locatie van de reseller." #: ../../content/applications/sales/crm/track_leads/resellers.rst:11 msgid "" "To utilize the reseller features, the *Resellers* module first needs to be " "installed. Navigate to the :menuselection:`Apps application`, and remove the" " :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " "for `Resellers`." msgstr "" "Om de resellerfuncties te kunnen gebruiken, moet eerst de module *Resellers*" " worden geïnstalleerd. Navigeer naar de :menuselection:`Apps applicatie` en " "verwijder het :guilabel:`Apps` filter uit de :guilabel:`Zoek...` balk. Zoek " "vervolgens naar `Resellers`." #: ../../content/applications/sales/crm/track_leads/resellers.rst-1 msgid "The resellers module in Odoo." msgstr "De resellersmodule in Odoo." #: ../../content/applications/sales/crm/track_leads/resellers.rst:19 msgid "" "Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " "appears. Doing so installs the module, and returns to the main Odoo " "dashboard." msgstr "" "Klik op :guilabel:`Activeer` op de :guilabel:`Resellers` modulekaart die " "verschijnt. Hierdoor wordt de module geïnstalleerd en keer je terug naar het" " hoofddashboard van Odoo." #: ../../content/applications/sales/crm/track_leads/resellers.rst:22 msgid "" "After the module is installed, navigate to the :menuselection:`CRM app`. " "Under the :menuselection:`Configuration` menu is a new section, titled " ":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " "Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." msgstr "" "Nadat de module is geïnstalleerd, navigeer je naar de :menuselection:`CRM " "app`. Onder het menu :menuselection:`Configuration` is een nieuwe sectie " "getiteld :guilabel:`Resellers`, met daaronder drie opties: " ":guilabel:`Partner Levels`, :guilabel:`Partner Activations` en " ":guilabel:`Commission Plans`." #: ../../content/applications/sales/crm/track_leads/resellers.rst:30 msgid "Partner levels" msgstr "Partner niveaus" #: ../../content/applications/sales/crm/track_leads/resellers.rst:32 msgid "" "Partner *levels* are used to differentiate between various resellers. To " "view the partner levels, navigate to :menuselection:`CRM app --> " "Configuration --> Resellers: Partner Levels`." msgstr "" "Partner *levels* worden gebruikt om onderscheid te maken tussen " "verschillende resellers. Om de partnerniveaus te bekijken, navigeer je naar " ":menuselectie:`CRM app --> Configuratie --> Verkopers: Partner Levels`." #: ../../content/applications/sales/crm/track_leads/resellers.rst:35 msgid "" "On the :guilabel:`Partner Levels` page that appears, there are three default" " levels:" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:37 msgid ":guilabel:`Gold`" msgstr ":guilabel:`Goud`" #: ../../content/applications/sales/crm/track_leads/resellers.rst:38 msgid ":guilabel:`Silver`" msgstr ":label:`Zilver`" #: ../../content/applications/sales/crm/track_leads/resellers.rst:39 msgid ":guilabel:`Bronze`" msgstr ":guilabel:`Brons`" #: ../../content/applications/sales/crm/track_leads/resellers.rst:41 msgid "" "New levels can be added, as needed, by clicking :guilabel:`New`, and filling" " out the resulting level form." msgstr "" "Nieuwe levels kunnen naar behoefte worden toegevoegd door op :guilabel:`New`" " te klikken en het resulterende levelformulier in te vullen." #: ../../content/applications/sales/crm/track_leads/resellers.rst:44 msgid "" "Existing levels can also be edited and renamed, if desired, as well. To " "modify a level, select it from the list, and proceed to make any desired " "changes from the level form page that appears." msgstr "" "Bestaande niveaus kunnen desgewenst ook bewerkt en hernoemd worden. Om een " "niveau aan te passen, selecteer je het uit de lijst en voer je de gewenste " "wijzigingen door op de pagina van het niveauformulier dat verschijnt." #: ../../content/applications/sales/crm/track_leads/resellers.rst:47 msgid "" "Level weight is used to decide the probability a partner to be assigned a " "lead or opportunity. On the level form, assign a numerical value (greater " "than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " "leads are assigned." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:52 msgid "" "*Level Weight* can be assigned on an individual contact record. The weight " "assigned on the individual record overwrites the default weight assigned on " "the level configuration form." msgstr "" "*Niveaugewicht* kan worden toegewezen aan een individuele " "contactpersoonrecord. Het gewicht dat is toegewezen aan de individuele " "record overschrijft het standaardgewicht dat is toegewezen op het " "niveauconfiguratieformulier." #: ../../content/applications/sales/crm/track_leads/resellers.rst:58 msgid "Partner activations" msgstr "Partner activeringen" #: ../../content/applications/sales/crm/track_leads/resellers.rst:60 msgid "" "Partner *activations* are used to identify the status of a partner. " "Activations are assigned on an individual contact record, and can be used to" " group or filter the *Partnership Analysis* report (:menuselection:`CRM app " "--> Reporting --> Partnerships`)." msgstr "" "Partner *activaties* worden gebruikt om de status van een partner te " "identificeren. Activeringen worden toegewezen aan een individueel " "contactrecord en kunnen worden gebruikt om het *Partneranalyse* rapport te " "groeperen of te filteren (:menuselectie:`CRM app --> Rapportage --> " "Partnerschappen`)." #: ../../content/applications/sales/crm/track_leads/resellers.rst:64 msgid "" "To view the partner levels, navigate to :menuselection:`CRM app --> " "Configuration --> Partner Activations`." msgstr "" "Om de partnerniveaus te bekijken, navigeer je naar :menuselectie:`CRM app " "--> Configuratie --> Partner Activaties`." #: ../../content/applications/sales/crm/track_leads/resellers.rst:67 msgid "Three activation types are created by default in the *CRM* app:" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:69 msgid ":guilabel:`Fully Operational`" msgstr ":guilabel:`Volledig operationeel`" #: ../../content/applications/sales/crm/track_leads/resellers.rst:70 msgid ":guilabel:`Ramp-up`" msgstr ":guilabel:`Opvoeren`" #: ../../content/applications/sales/crm/track_leads/resellers.rst:71 msgid ":guilabel:`First Contact`" msgstr ":guilabel:`Eerste contactpersoon`" #: ../../content/applications/sales/crm/track_leads/resellers.rst:73 msgid "" "New partner activations can be added, as needed, by clicking " ":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " "appears. Then, select the desired status in the :guilabel:`Active` column." msgstr "" "Nieuwe partneractiveringen kunnen naar behoefte worden toegevoegd door op " ":guilabel:`New` te klikken en een :guilabel:`Name` in te voeren op de nieuwe" " regel die verschijnt. Selecteer vervolgens de gewenste status in de kolom " ":guilabel:`Actief`." #: ../../content/applications/sales/crm/track_leads/resellers.rst:77 msgid "" "Existing partner activations can also be edited and renamed, if desired. To " "rename a status, click the :guilabel:`Name` field of a desired level, and " "enter a new name." msgstr "" "Bestaande partneractiveringen kunnen desgewenst ook bewerkt en hernoemd " "worden. Om een status een andere naam te geven, klik je op het " ":guilabel:`Naam` veld van een gewenst niveau en voer je een nieuwe naam in." #: ../../content/applications/sales/crm/track_leads/resellers.rst:80 msgid "" "To change the active status of an activation, slide the toggle in the " ":guilabel:`Active` column of the desired activation to the *inactive* " "position." msgstr "" "Om de actieve status van een activering te wijzigen, schuif je het " "schakelaartje in de :guilabel:`Active` kolom van de gewenste activering naar" " de *inactieve* positie." #: ../../content/applications/sales/crm/track_leads/resellers.rst:87 msgid "The list of default partner activations in the CRM app." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:87 msgid "" "The list of default Partner Activations in the CRM app. The toggle for First" " Contact is in the inactive position, while the rest are active." msgstr "" "De lijst met standaard partneractiveringen in de CRM app. De knop voor " "Eerste contact staat op inactief, terwijl de rest actief is." #: ../../content/applications/sales/crm/track_leads/resellers.rst:91 msgid "Partner assignments" msgstr "Partner opdrachten" #: ../../content/applications/sales/crm/track_leads/resellers.rst:93 msgid "" "After :ref:`partner levels ` and :ref:`partner " "activations ` configured." msgstr "" "Nadat :ref:`partner-niveaus ` en :ref:`partner-" "activeringen ` zijn geconfigureerd." #: ../../content/applications/sales/crm/track_leads/resellers.rst:96 msgid "" "To update an individual partner record, navigate to :menuselection:`CRM app " "--> Sales --> Customers`, and click the Kanban card for the desired partner " "to open the customer record." msgstr "" "Om een individueel partnerrecord bij te werken, navigeer je naar " ":menuselectie:`CRM app --> Verkoop --> Klanten` en klik je op de Kanban-" "kaart voor de gewenste partner om het klantrecord te openen." #: ../../content/applications/sales/crm/track_leads/resellers.rst:99 msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:101 msgid "" "Click the :guilabel:`Partner Level` field, and select an option from the " "drop-down menu to assign a level. Click the :guilabel:`Activation` field, " "and select a partner activation type from the drop-down list, if desired. " "Then, click the :guilabel:`Level Weight` field to assign a different level " "weight, if necessary." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:107 msgid "Publish partners" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:109 msgid "" "With the Odoo *Website* and *Resellers* apps installed, a new webpage " "(`/partners`) is created to display a list of all active partners from the " "*CRM* app." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:112 msgid "" "Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " "the Kanban card for a partner. From that partner's contact form, click the " ":guilabel:`Go to Website` smart button at the top of the page to open that " "partner's webpage." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:116 msgid "" "Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " "use the :doc:`building blocks " "<../../../websites/website/web_design/building_blocks>` to add any " "additional design elements, or information about the partner." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:121 msgid "A company summary is a useful addition to this page." msgstr "Een bedrijfssamenvatting is een nuttige toevoeging aan deze pagina." #: ../../content/applications/sales/crm/track_leads/resellers.rst:123 msgid "" "After making any necessary changes to the page, click :guilabel:`Save`. At " "the top of the page, slide the :guilabel:`Unpublished` toggle to the active," " :guilabel:`Published` position, if needed." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:126 msgid "Repeat these steps for all partners." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst-1 msgid "" "An example of the partners webpage, displaying available partners by level " "and location." msgstr "" "Een voorbeeld van de partners webpagina, met beschikbare partners per niveau" " en locatie." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:5 msgid "" "*Unattended leads* are leads that have scheduled activities that are either " "due or past due. Whenever an activity is scheduled, Odoo tracks the due " "date, and sends email reminders to the users the activity is assigned to." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:9 msgid "" "An *unattended leads report* compiles all active leads in the pipeline with " "due or past due activities, allowing a sales manager to identify which " "opportunities require immediate attention." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:12 msgid "" "By pulling a daily unattended leads report, sales managers can remind their " "teams to address outstanding activities before they become past due, helping" " avoid neglected leads and reinforcing proactive behaviors in their " "salespeople." msgstr "" "Door dagelijks een rapport van onbeheerde leads op te stellen, kunnen " "verkoopmanagers hun teams eraan herinneren om uitstaande activiteiten aan te" " pakken voordat ze achterstallig worden, waardoor ze verwaarloosde leads " "kunnen voorkomen en proactief gedrag bij hun verkopers kunnen versterken." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:18 msgid "" "A sales manager starts their day by pulling an unattended leads report, and " "upon switching to list view, they see the following:" msgstr "" "Een verkoopmanager begint zijn dag met het opvragen van een rapport over " "onbeheerde leads en wanneer hij overschakelt naar de lijstweergave, ziet hij" " het volgende:" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 msgid "" "List view of a sample Unattended Leads report with the activities " "emphasized." msgstr "" "Lijstweergave van een voorbeeldrapport van onbeheerde leads met de " "activiteiten benadrukt." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:25 msgid "" "Their team member, Mitchell, has two leads in the *Proposition* stage with " "activities that are due." msgstr "" "Hun teamlid Mitchell heeft twee leads in de *Propositie* fase met " "activiteiten die nog moeten gebeuren." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:28 msgid "" "The yellow :guilabel:`📞 (phone)` icon indicates that the `Modern Open Space`" " lead has a phone call activity scheduled for today. The red :guilabel:`✉️ " "(envelope)` icon indicates that the `5 VP Chairs` lead has an email activity" " scheduled that is past due." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:32 msgid "" "Clicking on the `5 VP Chairs` lead, the sales manager opens the record of " "the lead and reviews the chatter. They see that the email was scheduled to " "be sent two days ago, but Mitchell never marked this activity as done." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst-1 msgid "Example of overdue activities notification in the chatter of a lead." msgstr "" "Voorbeeld van de melding van achterstallige activiteiten in de chatter van " "een lead." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:41 msgid "" "In order to pull a unattended leads report, sales teams **must** be " "regularly utilizing activity in the *CRM* pipeline, on individual lead and " "opportunity cards." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:44 msgid "" "It is **not** possible to compile a complete report if the sales people are " "not using the *Activities* feature in the *chatter*" msgstr "" "Het is **niet** mogelijk om een volledig rapport samen te stellen als de " "verkopers de functie *Activiteiten* in de *chatter* niet gebruiken" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:47 msgid "" "For more information, refer to :doc:`Activities " "<../../../essentials/activities>`" msgstr "" "Raadpleeg voor meer informatie :doc:`Activiteiten " "<../../essentials/activities>`" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:50 msgid "Create an unattended leads report" msgstr "Een rapport over onbeheerde afleidingen maken" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:52 msgid "" "To create an unattended leads report, first navigate to :menuselection:`CRM " "app --> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` " "dashboard. Click into the :guilabel:`Search...` bar at the top of the page, " "and remove all of the default filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:57 msgid "" "The :guilabel:`Created on` filter can remain active, as this variable may be" " useful to include in the report." msgstr "" "Het :guilabel:`Gemaakt op` filter kan actief blijven, omdat deze variabele " "nuttig kan zijn om op te nemen in het rapport." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:60 msgid "" "Next, add custom filters by clicking the :guilabel:`🔻(triangle pointed " "down)` icon to the right of the :guilabel:`Search...` bar to open the drop-" "down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click " ":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` " "pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:70 msgid "" "In order to generate an unattended leads report, filters need to be created " "for the following conditions:" msgstr "" "Om een rapport met onbewaakte afleidingen te genereren, moeten er filters " "worden gemaakt voor de volgende omstandigheden:" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:73 msgid "" ":ref:`Past due activities `: limits the " "results to only include leads with an assigned activity where the due date " "has past. This can be altered to include activities due to occur on the date" " the report is generated as well." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:76 msgid "" ":ref:`Unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" ":ref:`Onbezette leads `: sluit " "leads zonder toegewezen verkoper uit." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:78 msgid "" ":ref:`Specific sales teams `: limits " "results to only include leads assigned to one or more sales teams. This " "filter is optional and should not be included if the report is intended for " "the entire company." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:85 msgid "Add filter for past due activities" msgstr "Filter toevoegen voor vervallen activiteiten" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:87 msgid "" "Click the first field for the new rule, and type `Activities` in the " ":guilabel:`Search...` bar, or scroll to search through the list to locate " "it. Then, next to :guilabel:`Activities`, click the :guilabel:`> (greater " "than sign)` to open a new drop-down menu with secondary conditions." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:91 msgid "" "Type `Due Date` in the :guilabel:`Search...` bar, or scroll to search " "through the list. Click :guilabel:`Due Date` to add it to the rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 msgid "" "Custom filter pop-up with emphasis on the options for activities and due " "date." msgstr "" "Aangepaste filter pop-up met nadruk op de opties voor activiteiten en " "vervaldatum." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:98 msgid "" "Then, click into then next field and select :guilabel:`<=` from the drop-" "down menu. Selecting this operator includes all activities with a due date " "up to, and including, the date selected in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:102 msgid "The third field can be left as today's date, or adjusted as needed." msgstr "" "Het derde veld kun je laten staan als de datum van vandaag, of aanpassen als" " dat nodig is." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:109 msgid "" "After filtering for activities, add a :guilabel:`New Rule`. Then, click into" " the first field for the new rule, and type `Salesperson` in the " ":guilabel:`Search...` bar, or scroll to search through the list to locate " "it." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:119 msgid "Add a Sales team" msgstr "Een verkoopteam toevoegen" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:122 msgid "" "This filter is optional. To view results for the entire company, do **not** " "add this filter, and continue to :ref:`View results " "`" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140 msgid "" "An example of the **Add Custom Filter** pop-up window with all of the rules " "configured." msgstr "" "Een voorbeeld van het **Add Custom Filter** pop-up venster met alle regels " "geconfigureerd." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:156 msgid "" "After the filters are configured, click :guilabel:`Add`. The resulting " "report displays all leads assigned to a salesperson where an activity is " "past due, or is due on the current date. The default display is a bar graph," " where the leads are grouped by *stage*." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:160 msgid "" "To group the results by salesperson, click the :guilabel:`🔻(triangle pointed" " down)` icon to the right of the :guilabel:`Search...` bar to open the drop-" "down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorites` columns. Under the :guilabel:`Group By` heading, " "select :guilabel:`Salesperson`." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:166 msgid "" "The option to group by :guilabel:`Sales Team` is also available under the " ":guilabel:`Group By` heading." msgstr "" "De optie om te groeperen op :guilabel:`Verkoopteam` is ook beschikbaar onder" " het kopje :guilabel:`Groeperen op`." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:169 msgid "" "To change to a *list* view, click the :guilabel:`≣ (list)` icon in the top-" "right corner of the screen." msgstr "" "Om naar een *lijst* weergave te gaan, klik je op het :guilabel:`≣ (lijst)` " "pictogram in de rechterbovenhoek van het scherm." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:173 msgid "" "Clicking the :guilabel:`(toggle) icon` opens a drop-down menu of additional " "columns that can be added to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:176 msgid "Some options that are beneficial for this report include:" msgstr "Enkele opties die nuttig zijn voor dit rapport zijn:" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:178 msgid "" ":guilabel:`Activities`: the summary of the latest activity for this lead." msgstr "" ":guilabel:`Activiteiten`: de samenvatting van de laatste activiteit voor " "deze lead." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:179 msgid "" ":guilabel:`Expected Closing`: the estimated date on which the lead will be " "won." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:180 msgid ":guilabel:`Probability`: estimated success rate based on the stage." msgstr ":guilabel:`Kans`: geschatte succeskans op basis van het stadium." #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:187 msgid ":doc:`Activities <../../../essentials/activities>`" msgstr ":doc:`Activiteiten <../../../essentials/activities>`" #: ../../content/applications/sales/members.rst:5 msgid "Members" msgstr "Leden" #: ../../content/applications/sales/members.rst:7 msgid "" "The *Members* application is where all operations related to memberships can" " be configured and managed. The *Members* app integrates with the *Sales* " "and *Accounting* applications to sell and invoice memberships directly to " "customers." msgstr "" #: ../../content/applications/sales/members.rst:12 msgid "Membership products" msgstr "Producten voor leden" #: ../../content/applications/sales/members.rst:14 msgid "" "To create a new membership product, navigate to :menuselection:`Members app " "--> Configuration --> Membership Products`, and click :guilabel:`New` to " "open a blank product record." msgstr "" #: ../../content/applications/sales/members.rst:17 msgid "" "Complete the blank form with the necessary information, including the " ":guilabel:`Membership Duration`." msgstr "" "Vul het lege formulier in met de benodigde informatie, inclusief de " ":guilabel:`Lidmaatschapsduur`." #: ../../content/applications/sales/members.rst:21 msgid "" "Membership products require a start and end date, as they are used to " "determine :ref:`membership status `. Membership " "products can be sold *before* their active start date." msgstr "" #: ../../content/applications/sales/members.rst-1 msgid "A new membership product in the members app." msgstr "Een nieuw lidmaatschapsproduct in de leden-app." #: ../../content/applications/sales/members.rst:29 msgid "" "Membership products can be added to a sales order, and invoiced as regular " "products or subscriptions." msgstr "" #: ../../content/applications/sales/members.rst:33 msgid "Activate a membership" msgstr "Een lidmaatschap activeren" #: ../../content/applications/sales/members.rst:35 msgid "" "To activate a membership from the *Contacts* application, navigate to " ":menuselection:`Contacts app`, and click on a contact to open that specific " "contact's detail form." msgstr "" #: ../../content/applications/sales/members.rst:38 msgid "" "From the resulting contact form, open the :guilabel:`Membership` tab, and " "click :guilabel:`Buy Membership`." msgstr "" #: ../../content/applications/sales/members.rst:41 msgid "" "On the :guilabel:`Join Membership` pop-up window that appears, select a " ":guilabel:`Membership` from the drop-down menu. Then, configure a " ":guilabel:`Member Price`." msgstr "" #: ../../content/applications/sales/members.rst:44 msgid "" "Click :guilabel:`Invoice Membership` when both fields are filled in. Doing " "so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be " "confirmed and completed." msgstr "" #: ../../content/applications/sales/members.rst:47 msgid "" "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " "checkbox, in the :guilabel:`Membership` tab of a contact form." msgstr "" #: ../../content/applications/sales/members.rst:53 msgid "Membership status" msgstr "Lidmaatschapsstatus" #: ../../content/applications/sales/members.rst:55 msgid "" "The :guilabel:`Current Membership Status` is listed on the " ":guilabel:`Membership` tab of each contact record:" msgstr "" #: ../../content/applications/sales/members.rst:58 msgid "" ":guilabel:`Non Member`: a partner who has **not** applied for membership." msgstr "" #: ../../content/applications/sales/members.rst:59 msgid "" ":guilabel:`Cancelled Member`: a member who has cancelled their membership." msgstr "" #: ../../content/applications/sales/members.rst:60 msgid ":guilabel:`Old Member`: a member whose membership end date has passed." msgstr "" #: ../../content/applications/sales/members.rst:61 msgid "" ":guilabel:`Waiting Member`: a member who has applied for membership, but " "whose invoice has not yet been created." msgstr "" #: ../../content/applications/sales/members.rst:63 msgid "" ":guilabel:`Invoiced Member`: a member whose invoice has been created, but " "has not been paid." msgstr "" #: ../../content/applications/sales/members.rst:64 msgid ":guilabel:`Paid Member`: a member who has paid the membership fee." msgstr "" #: ../../content/applications/sales/members.rst:67 msgid "Publish members directory" msgstr "Ledenlijst publiceren" #: ../../content/applications/sales/members.rst:69 msgid "" "To publish a list of active members on the website, the *Online Members " "Directory* application must first be :ref:`installed `. " "After installing the module, add the `/members` page to the website's menu " "by :doc:`editing the website menu <../websites/website/pages/menus>`." msgstr "" "Om een lijst van actieve leden op de website te publiceren, moet eerst de " "applicatie *Online Ledenlijst* worden :ref:`geïnstalleerd " "`. Na het installeren van de module voeg je de `leden` " "pagina toe aan het menu van de website door :doc:`het website menu " "<../websites/website/pages/menus>` te bewerken." #: ../../content/applications/sales/members.rst-1 msgid "The Online Members directory module in Odoo." msgstr "" #: ../../content/applications/sales/members.rst:78 msgid "Publish individual members" msgstr "" #: ../../content/applications/sales/members.rst:80 msgid "" "Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " "Kanban card for a member. From the resulting customer form that appears, " "click the :guilabel:`Go to Website` smart button at the top of the page to " "open the member's webpage." msgstr "" "Ga terug naar :menuselectie:`CRM app --> Verkoop --> Klanten` en klik op de " "Kanban kaart voor een lid. Klik in het resulterende klantenformulier op de " ":guilabel:`Ga naar website` slimme knop bovenaan de pagina om de webpagina " "van het lid te openen." #: ../../content/applications/sales/members.rst:84 msgid "" "Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of " "editing tools. After making any necessary changes to the page, click " ":guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` " "toggle to the active, :guilabel:`Published` position." msgstr "" "Klik op de :icon:`fa-pencil` :guilabel:`Edit` knop om een zijbalk met " "bewerkingsgereedschappen te openen. Nadat je de nodige wijzigingen op de " "pagina hebt aangebracht, klik je op :guilabel:`Opslaan`. Schuif bovenaan de " "pagina de :guilabel:`Unpublished` knop naar de actieve, " ":guilabel:`Published` positie." #: ../../content/applications/sales/members.rst:88 msgid "Repeat these steps for all desired members." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:3 msgid "Members analysis" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:9 msgid "" "The *Members Analysis* report provides a detailed overview of all " "memberships sold and managed within the *Members* application." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:12 msgid "" "To access the *Memberships Analysis* report, navigate to " ":menuselection:`Members app --> Reporting`." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:15 msgid "Navigate the report" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:17 msgid "" "The default *Members Analysis* report displays a bar chart, measuring the " ":guilabel:`Quantity` of memberships against the amount of :guilabel:`Revenue" " Done`. The data is grouped by the assigned salesperson, then by the month " "the membership begins." msgstr "" "Het standaardrapport *Ledenanalyse* geeft een staafdiagram weer, waarin het " ":guilabel:`aantal lidmaatschappen wordt afgezet tegen de hoeveelheid " ":guilabel:`inkomsten. De gegevens worden gegroepeerd op de toegewezen " "verkoper en vervolgens op de maand waarin het lidmaatschap begint." #: ../../content/applications/sales/members/members_analysis.rst-1 msgid "A sample of the members analysis report." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:25 msgid "" "Additional :ref:`Group By ` options include the following:" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:27 msgid "" ":guilabel:`Salesperson`: the internal user in charge of the contact. This " "information is managed in the *Salesperson* field on the *Sales & Purchase* " "tab on the contact's record." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:29 msgid "" ":guilabel:`Associated Partner`: the contact listed as the *Associated " "Member* on the *Membership* tab on the contact's record." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:31 msgid "" ":guilabel:`Membership Product`: the type of membership assigned to a " "contact. This includes both purchased memberships and free memberships." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:33 msgid ":guilabel:`Current Membership State`: the status of the membership." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:34 msgid "" ":guilabel:`Company`: the company the membership is purchased through. This " "option only appears in multi-company databases." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:36 msgid ":guilabel:`Month`: the month the membership began." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:41 msgid "" "Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph " "view. Then, click the corresponding icon at the top of the report to switch " "to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` " ":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." msgstr "" "Klik op het :icon:`fa-area-chart` :guilabel:`(grafiek)` pictogram om naar de" " grafiekweergave te gaan. Klik vervolgens op het bijbehorende pictogram " "boven aan het rapport om over te schakelen naar een :icon:`fa-bar-chart` " ":guilabel:`(staafdiagram)`, :icon:`fa-line-chart` :guilabel:`(lijndiagram)`," " of :icon:`fa-pie-chart` :guilabel:`(taartdiagram)`." #: ../../content/applications/sales/members/members_analysis.rst:46 msgid "Click the |pivot| to change to the pivot view." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:54 msgid ":ref:`search/custom-filters`" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:55 msgid ":ref:`search/favorites`" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:6 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:54 msgid "Point of Sale" msgstr "Kassa" #: ../../content/applications/sales/point_of_sale.rst:8 msgid "" "With **Odoo Point of Sale**, run your shops and restaurants easily. The app " "works on any device with a web browser, even if you are temporarily offline." " Product moves are automatically registered in your stock, you get real-time" " statistics, and your data is consolidated across all shops." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:14 msgid ":doc:`IoT Boxes Documentations `" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:19 msgid "Start a session" msgstr "Start een sessie" #: ../../content/applications/sales/point_of_sale.rst:21 msgid "" "From the **POS dashboard**, click :guilabel:`New Session`, and at the " ":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " "start a POS session, or click :guilabel:`Continue Selling` if the session is" " already opened." msgstr "" "Klik in het **POS dashboard** op :guilabel:`Nieuwe Sessie` en klik in het " "scherm :guilabel:`Kassacontrole openen` op :guilabel:`Sessie openen` om een " "POS-sessie te starten, of klik op :guilabel:`Verkoop voortzetten` als de " "sessie al geopend is." #: ../../content/applications/sales/point_of_sale.rst:26 msgid "" ":doc:`Multiple users ` can be logged into the " "same session at the same time. However, the session can only be opened once " "on the same browser." msgstr "" ":doc:`Meerdere gebruikers ` kunnen " "tegelijkertijd op dezelfde sessie ingelogd zijn. De sessie kan echter maar " "één keer in dezelfde browser worden geopend." #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:34 msgid "" "Click on products to add them to the cart. To change the **quantity**, click" " :guilabel:`Qty` and enter the number of products using the keypad. To add a" " **discount** or modify the product **price**, click respectively " ":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:38 msgid "" "Once an order is completed, proceed to checkout by clicking " ":guilabel:`Payment`. Select the **payment method**, enter the received " "amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " "on to the next customer." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:47 msgid "" "**Cash** is selected by default if you enter the amount without choosing a " "payment method." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:50 msgid "" "The system can only load a limited number of products for effective opening." " Click :guilabel:`Search more` if the desired product is not loaded " "automatically." msgstr "" "Het systeem kan slechts een beperkt aantal producten laden voor een " "effectieve opening. Klik op :guilabel:`Zoek meer` als het gewenste product " "niet automatisch wordt geladen." #: ../../content/applications/sales/point_of_sale.rst:56 msgid "Set customers" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:58 msgid "" "Registering your customer is necessary to :doc:`collect their loyalty points" " and grant them rewards `, automatically " "apply the :doc:`attributed pricelist `, or" " :ref:`generate and print an invoice `." msgstr "" "Het registreren van je klant is nodig om :doc:`hun loyaliteitspunten te " "verzamelen en beloningen toe te kennen `, " "automatisch de :doc:`toegewezen prijslijst " "` toe te passen, of :ref:`een factuur te " "genereren en af te drukken `." #: ../../content/applications/sales/point_of_sale.rst:63 msgid "" "You can create customers from an :ref:`open POS session `" " by clicking :menuselection:`Customer --> Create`, and filling in the " "contact information. You can also create customers from the backend by going" " to :menuselection:`Point of Sale --> Orders --> Customers` and clicking " ":guilabel:`New`. Then, fill in the information and save." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:68 msgid "" "To set a customer during an order, access the list of customers by clicking " ":guilabel:`Customer` on the POS interface. You can also set a customer at " "the payment screen by clicking :guilabel:`Customer`." msgstr "" "Om een klant in te stellen tijdens een bestelling, ga je naar de lijst met " "klanten door op :guilabel:`Klant` te klikken in de kassa-interface. Je kunt " "ook een klant instellen in het betaalscherm door op :guilabel:`Klant` te " "klikken." #: ../../content/applications/sales/point_of_sale.rst:75 msgid "Customer notes" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:77 msgid "" "You can add **customer notes** about specific products directly from an open" " :ref:`POS session `. For instance, to provide cleaning " "and maintenance tips. They can also be used to track a customer's particular" " request, such as not wanting the product to be assembled for them." msgstr "" "Je kunt **klantnotities** over specifieke producten direct toevoegen vanuit " "een open :ref:`POS sessie `. Bijvoorbeeld om schoonmaak- " "en onderhoudstips te geven. Ze kunnen ook worden gebruikt om een specifiek " "verzoek van een klant te volgen, zoals dat het product niet voor hem " "gemonteerd hoeft te worden." #: ../../content/applications/sales/point_of_sale.rst:81 msgid "" "To do so, select a product and click :guilabel:`Customer Note` on the pad. " "Doing so opens a pop-up window in which you can add or modify content for " "the note." msgstr "" "Om dit te doen, selecteer je een product en klik je op " ":guilabel:`Klantennotitie` op de onderlegger. Er wordt dan een pop-upvenster" " geopend waarin je inhoud voor de notitie kunt toevoegen of wijzigen." #: ../../content/applications/sales/point_of_sale.rst:85 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr "" "Productnoten van een :doc:`geïmporteerd SO `" " worden identiek weergegeven in de winkelwagen." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:91 msgid "" "Customer notes appear on customers' receipts and invoices similarly to how " "they appear in the cart, under the related product." msgstr "" "Klantnotities verschijnen op de kassabonnen en facturen van klanten op " "dezelfde manier als in de winkelwagen, onder het betreffende product." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:100 msgid "Return and refund products" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:102 msgid "To return and refund a product," msgstr "" #: ../../content/applications/sales/point_of_sale.rst:104 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:105 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "klik op :guilabel:`Refund` en selecteer de bijbehorende bestelling;" #: ../../content/applications/sales/point_of_sale.rst:106 msgid "select the product and the quantity to refund using the keypad;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:107 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "klik op :guilabel:`Refund` om terug te gaan naar het vorige scherm;" #: ../../content/applications/sales/point_of_sale.rst:108 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:109 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr "" "klik op :guilabel:`Validate` en :guilabel:`New Order` om naar de volgende " "klant te gaan." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:115 msgid "" "You can filter the **orders list** by :guilabel:`Receipt Number`, " ":guilabel:`Date` or :guilabel:`Customer` using the search bar." msgstr "" "Je kunt de **bestellingenlijst** filteren op :guilabel:`ontvangstnummer`, " ":guilabel:`datum` of :guilabel:`klant` met behulp van de zoekbalk." #: ../../content/applications/sales/point_of_sale.rst:117 msgid "" "You can also refund a product by selecting the returned product from an open" " session, and setting a negative quantity that equals the number of returned" " products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " "the quantity of returned products." msgstr "" "Je kunt ook een product terugbetalen door het geretourneerde product uit een" " open sessie te selecteren en een negatieve hoeveelheid in te stellen die " "gelijk is aan het aantal geretourneerde producten. Klik hiervoor op " ":guilabel:`Qty` en :guilabel:`+/-`, gevolgd door het aantal geretourneerde " "producten." #: ../../content/applications/sales/point_of_sale.rst:121 msgid "" "Once the return payment is validated, Odoo generates the required credit " "note, referencing the original receipt or invoice and partially or fully " "canceling the document." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:127 msgid "Manage the cash register" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:129 msgid "" "To add or take out cash from the register, click the **menu icon** in the " "upper right corner of your screen and :guilabel:`Cash In/Out`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n" "orders" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:136 msgid "" "Doing so opens a pop-up window on which you can select :guilabel:`Cash In` " "or :guilabel:`Cash Out`, enter the amount and the reason, and click " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:142 msgid "Close the POS session" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:144 msgid "" "To close your session, click the **menu icon** in the upper right corner of " "your screen and :guilabel:`Close Session`." msgstr "" "Om je sessie te sluiten, klik je op het **menu icoon** in de " "rechterbovenhoek van je scherm en :guilabel:`Sessie sluiten`." #: ../../content/applications/sales/point_of_sale.rst:147 msgid "" "Doing so opens the :guilabel:`Closing Control` pop-up screen. From this " "screen, you can retrieve various information:" msgstr "" "Hierdoor wordt het pop-upscherm :guilabel:`Closing Control` geopend. In dit " "scherm kun je verschillende informatie ophalen:" #: ../../content/applications/sales/point_of_sale.rst:150 msgid "" "the number of orders made and the total amount made during the session;" msgstr "" "het aantal bestellingen en het totale bedrag dat tijdens de sessie is " "gemaakt;" #: ../../content/applications/sales/point_of_sale.rst:151 msgid "the expected amounts grouped by payment method." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:153 msgid "" "Before closing this window, count your cash using the calculator icon. Doing" " so opens a pop-up window that computes the total amount in the cash drawer " "depending on the coins and bills counted and added manually. Then, click " ":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" " amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " "Details` are specified in the **Notes** section." msgstr "" "Voordat je dit venster sluit, moet je je contanten tellen met het " "rekenmachinepictogram. Er wordt dan een pop-upvenster geopend dat het " "totaalbedrag in de kassalade berekent aan de hand van de handmatig getelde " "en toegevoegde munten en biljetten. Klik vervolgens op " ":guilabel:`Bevestigen` of :guilabel:`Verwerpen` om het venster te sluiten. " "Het berekende bedrag staat in de kolom :guilabel:`Geteld` en de " ":guilabel:`Geldgegevens` staan in het gedeelte **Noten**." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:162 msgid "" "Once you are done controlling the amounts, click :guilabel:`Close Session` " "to close and go back to the **POS dashboard**." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:166 msgid "" "To reach the backend without closing the session, click :guilabel:`Backend` " "on the dropdown menu." msgstr "" "Om de backend te bereiken zonder de sessie te sluiten, klik je op " ":guilabel:`Backend` in het dropdown menu." #: ../../content/applications/sales/point_of_sale.rst:168 msgid "To abort, click :guilabel:`Discard` on the pop-up window." msgstr "Om af te breken klik je op :guilabel:`Discard` in het pop-up venster." #: ../../content/applications/sales/point_of_sale.rst:169 msgid "" "Depending on your setup, you might only be allowed to close a session if the" " expected cash revenue equals the counted cash. To close it anyway, click " ":guilabel:`Ok` on the :guilabel:`Payments Difference` screen." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:174 msgid "" "It is strongly advised to close your POS session at the end of each day." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:175 msgid "" "To look at all your previous sessions, go to :menuselection:`Point of Sale " "--> Orders --> Sessions`." msgstr "" "Om al je vorige sessies te bekijken, ga je naar :menuselectie:`Kooppunt --> " "Bestellingen --> Sessies`." #: ../../content/applications/sales/point_of_sale/combos.rst:3 msgid "Product combos" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:5 msgid "" "The **Product Combos** feature allows users to define and manage combination" " options for a single product." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:8 msgid "" "In the context of a restaurant, the feature enables users to create " "multiple-choice menus. For example, a user can define a main dish and " "specify various options for sides, drinks, or desserts that customers can " "combine with the main dish." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:12 msgid "" "In retail, this feature allows you to create a product set with multiple " "products to choose from and combine." msgstr "" "In de detailhandel kun je met deze functie een productset maken met meerdere" " producten waaruit je kunt kiezen en die je kunt combineren." #: ../../content/applications/sales/point_of_sale/combos.rst:18 msgid "First, you need to create combination choices. To do so:" msgstr "Eerst moet je combinatiekeuzes maken. Om dit te doen:" #: ../../content/applications/sales/point_of_sale/combos.rst:20 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Product Combos` and " "click :guilabel:`New`." msgstr "" "Ga naar :menuselectie:`Kooppunt --> Producten --> Productcombinaties` en " "klik op :guilabel:`Nieuw`." #: ../../content/applications/sales/point_of_sale/combos.rst:21 msgid "" "Name your combo and add the products you want customers to choose from by " "clicking :guilabel:`Add a line`. You can also include an extra price for " "each option in the :guilabel:`Extra Price` column." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:26 msgid "" "As a reference, the selected product's original price is displayed in the " ":guilabel:`Original Price` column." msgstr "" "Als referentie wordt de oorspronkelijke prijs van het geselecteerde product " "weergegeven in de kolom :guilabel:`Original Price`." #: ../../content/applications/sales/point_of_sale/combos.rst:32 msgid "" "Second, you need to create a specific product to gather combo choices. To do" " this:" msgstr "" "Ten tweede moet je een specifiek product maken om combokeuzes te verzamelen." " Om dit te doen:" #: ../../content/applications/sales/point_of_sale/combos.rst:34 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Products` and click " ":guilabel:`New`." msgstr "" "Ga naar :menuselectie:`Kooppunt --> Producten --> Producten` en klik op " ":guilabel:`Nieuw`." #: ../../content/applications/sales/point_of_sale/combos.rst:35 msgid "" "Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the " ":guilabel:`General Information` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:39 msgid "" "The sales price of the combo product is fixed and does not vary based on the" " individual prices of included items or the quantity of items in the combo. " "The combo product price is only affected by the extra price optionally " "defined at the combo choice creation or if a variant of one of the items has" " a specified extra price." msgstr "" "De verkoopprijs van het combiproduct ligt vast en varieert niet op basis van" " de individuele prijzen van de opgenomen artikelen of het aantal artikelen " "in de combo. De prijs van het combiproduct wordt alleen beïnvloed door de " "extra prijs die optioneel is gedefinieerd bij het maken van de combokeuze of" " als een variant van een van de items een gespecificeerde extra prijs heeft." #: ../../content/applications/sales/point_of_sale/combos.rst:43 msgid "" "Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and " "select the combinations to add. You can also create a new combination at " "this step by clicking :guilabel:`New` on the popup window." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:50 msgid "" "Once you have created and added the combo choices into a product, you can " "sell combos in your retail store or restaurant." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:54 #: ../../content/applications/sales/point_of_sale/employee_login.rst:26 #: ../../content/applications/sales/point_of_sale/preparation.rst:50 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:122 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32 msgid "Practical application" msgstr "Praktische toepassing" #: ../../content/applications/sales/point_of_sale/combos.rst:56 msgid "" ":ref:`Open a POS session ` and select the combo product. " "Choose the options and click :guilabel:`Add to order`. As a reminder, the " "extra price appears under the related choices." msgstr "" ":ref:`Open een POS-sessie ` en selecteer het " "combiproduct. Kies de opties en klik op :guilabel:`Toevoegen aan " "bestelling`. Ter herinnering, de meerprijs verschijnt onder de gerelateerde " "keuzes." #: ../../content/applications/sales/point_of_sale/configuration.rst:11 msgid "Access the POS settings" msgstr "Toegang tot de POS-instellingen" #: ../../content/applications/sales/point_of_sale/configuration.rst:13 msgid "" "To access the general POS settings, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`. Then, open the dropdown menu in the " ":guilabel:`Point of Sale` field and select the POS to configure." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "Dropdown menu om de POS te selecteren in de app-instellingen" #: ../../content/applications/sales/point_of_sale/configuration.rst:21 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Administration` set as " ":guilabel:`Settings`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:24 msgid "" "You can also configure some settings from the dashboard by clicking the " "vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a " "popup window, from which you can:" msgstr "" "Je kunt ook enkele instellingen configureren vanaf het dashboard door op de " "verticale ellipsknop (:guilabel:`⋮`) op een kassakaart te klikken. Hierdoor " "wordt een pop-upvenster geopend, van waaruit je het volgende kunt doen:" #: ../../content/applications/sales/point_of_sale/configuration.rst:27 msgid ":doc:`Enable multiple employees to log in. `" msgstr "" ":doc:`Meerdere werknemers toestaan om in te loggen. `" #: ../../content/applications/sales/point_of_sale/configuration.rst:28 msgid ":doc:`Connect and set up an IoT sytem. `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:29 msgid ":doc:`Connect and set up an ePOS printer. `" msgstr "" ":doc:`Een ePOS-printer aansluiten en instellen. `" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:35 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Point of Sale` set as " ":guilabel:`Administrator`." msgstr "" "Deze instellingen zijn beschikbaar voor gebruikers met de " ":doc:`toegangsrechten ` :guilabel:`Kooppunt` " "ingesteld als :guilabel:`Administrator`." #: ../../content/applications/sales/point_of_sale/configuration.rst:39 msgid "Make products available" msgstr "Producten beschikbaar stellen" #: ../../content/applications/sales/point_of_sale/configuration.rst:41 msgid "To make products available for sale," msgstr "Producten beschikbaar maken voor verkoop," #: ../../content/applications/sales/point_of_sale/configuration.rst:43 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:88 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:102 msgid "Go to :menuselection:`Point of Sale --> Products --> Products`." msgstr "Ga naar :menuselectie:`Kooppunt --> Producten --> Producten`." #: ../../content/applications/sales/point_of_sale/configuration.rst:44 msgid "Select a product to open the product form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:45 msgid "Tick the :guilabel:`Point of Sale` checkbox at the top of the form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Making a product available in your POS." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:51 msgid "PoS product categories" msgstr "PoS-productcategorieën" #: ../../content/applications/sales/point_of_sale/configuration.rst:56 msgid "" "POS product categories allow users to categorize products and get a more " "structured and clean POS interface." msgstr "" "Met POS-productcategorieën kunnen gebruikers producten categoriseren en een " "meer gestructureerde en schone POS-interface krijgen." #: ../../content/applications/sales/point_of_sale/configuration.rst:59 msgid "" "To manage PoS categories, go to :menuselection:`Point of Sale --> " "Configuration --> PoS Product Categories`. To add a new category, click " ":guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field." msgstr "" "Om PoS-categorieën te beheren, ga je naar :menuselectie:`Kooppunt --> " "Configuratie --> PoS-productcategorieën`. Om een nieuwe categorie toe te " "voegen, klik je op :guilabel:`Creëer`. Geef de categorie vervolgens een naam" " in het :guilabel:`categorienaam` veld." #: ../../content/applications/sales/point_of_sale/configuration.rst:63 msgid "" "To associate a category with a parent category, fill in the " ":guilabel:`Parent Category` field. A parent category groups one or more " "child categories." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:0 msgid "The PoS product categories grouped by parent categories" msgstr "De PoS-productcategorieën gegroepeerd op bovenliggende categorieën" #: ../../content/applications/sales/point_of_sale/configuration.rst:71 msgid "Assign PoS product categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:73 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Products` and open a " "product form. Then, go to the :guilabel:`Point of Sale` tab and fill in the " ":guilabel:`Category` field under the :guilabel:`Point of Sale` section with " "one or multiple PoS categories." msgstr "" "Ga naar :menuselection:`Kooppunt --> Producten --> Producten` en open een " "productformulier. Ga vervolgens naar het :guilabel:`Kooppunt` tabblad en vul" " het :guilabel:`Categorie` veld onder het :guilabel:`Kooppunt` gedeelte in " "met één of meerdere PoS categorieën." #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Point of Sale tab of a product form to add a PoS product category" msgstr "" "Point of Sale tabblad van een productformulier om een PoS productcategorie " "toe te voegen" #: ../../content/applications/sales/point_of_sale/configuration.rst:81 msgid "Restrict categories" msgstr "Categorieën beperken" #: ../../content/applications/sales/point_of_sale/configuration.rst:83 msgid "" "You can limit the categories displayed on your POS interface. To achieve " "this, go to your :ref:`POS settings ` and choose the" " specific categories to display in the :guilabel:`Restrict Categories` field" " within the :guilabel:`Product & PoS categories` section." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Setting to set up the restrict category feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3 msgid "ePOS printers" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5 msgid "" "ePOS printers are designed to work seamlessly with Point of Sale systems. " "Once connected, these devices automatically share information, allowing for " "direct printing of tickets from the POS system to the ePOS printer." msgstr "" "ePOS printers zijn ontworpen om naadloos samen te werken met Point of Sale " "systemen. Eenmaal verbonden delen deze apparaten automatisch informatie, " "waardoor tickets direct van het POS systeem naar de ePOS printer kunnen " "worden geprint." #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:12 msgid "To use an ePos printer in Point of Sale:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14 msgid ":ref:`Access the POS settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:15 msgid "Activate the :guilabel:`ePos Printer` feature." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16 msgid "Fill in the field with your ePos IP address." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst-1 msgid "setting to enable the ePos printer feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22 msgid "" "When the printer connects to a network, it automatically prints a ticket " "with its IP address." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25 msgid "Directly supported ePOS printers" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27 msgid "" "The following ePOS printers are directly compatible with Odoo without " "needing an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30 msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)" msgstr "Epson TM-m30 i/ii/iii (alleen Wi-Fi-/Ethernetmodellen; aanbevolen)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31 msgid "Epson TM-H6000IV-DT (Receipt printer only)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32 msgid "Epson TM-T70II-DT" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33 msgid "Epson TM-T88V-DT" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34 msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 msgid "Epson TM-T70-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "Epson TM-P20 (Wi-Fi®-model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "Epson TM-P60II (ontvangstbewijs: Wi-Fi®-model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "Epson TM-P60II (Schilmesje: Wi-Fi®-model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT system integration" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT system " "` to be compatible with Odoo:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "Epson TM-T20-serie (incompatibele ePOS-software)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "Epson TM-T88-serie (incompatibele ePOS-software)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "Epson TM-U220-serie (incompatibele ePOS-software)" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:56 msgid "" "Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK " "Javascript protocol " "`_" " are compatible with Odoo **without** needing an :doc:`IoT system " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:60 msgid "" "Thermal printers using ESC/POS are compatible **with** an :doc:`IoT system " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:62 msgid "" "Epson printers using only USB connections are compatible **with** an " ":doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64 msgid "Epson printers that connect via Bluetooth are **not compatible**." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:67 msgid ":doc:`https`" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:68 #: ../../content/applications/sales/point_of_sale/configuration/https.rst:22 msgid ":doc:`epos_ssc`" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5 msgid "Self-signed certificate for ePOS printers" msgstr "Zelfondertekend certificaat voor ePOS printers" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7 msgid "" "To work with Odoo, some printer models that can be used without an :doc:`IoT" " system ` may require :doc:`the HTTPS protocol " "` to establish a secure connection between the browser and the " "printer. However, trying to reach the printer's IP address using HTTPS leads" " to a warning page on most web browsers. In that case, you can temporarily " ":ref:`force the connection `, which allows you to " "reach the page in HTTPS and use the ePOS printer in Odoo as long as the " "browser window stays open." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15 msgid "" "The connection is lost after closing the browser window. Therefore, this " "method should only be used as a **workaround** or as a pre-requisite for the" " :ref:`following instructions `." msgstr "" "De verbinding gaat verloren na het sluiten van het browservenster. Daarom " "moet deze methode alleen worden gebruikt als **workaround** of als " "voorwaarde voor de :ref:`instructies `." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "Generate, export, and import self-signed certificates" msgstr "Zelfondertekende certificaten genereren, exporteren en importeren" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24 msgid "" "For a long-term solution, you must generate a **self-signed certificate**. " "Then, export and import it into your browser." msgstr "" "Voor een oplossing op lange termijn moet je een **zelfondertekend " "certificaat** aanmaken. Vervolgens exporteer en importeer je het in je " "browser." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28 msgid "" "**Generating** an SSL certificate should only be done **once**. If you " "create another certificate, devices using the previous one will lose HTTPS " "access." msgstr "" "**Het aanmaken** van een SSL-certificaat mag slechts **eenmalig** gebeuren. " "Als je een ander certificaat aanmaakt, verliezen apparaten die het vorige " "certificaat gebruikten HTTPS-toegang." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:33 msgid "Windows 10 & Linux OS" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:37 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:166 msgid "Generate a self-signed certificate" msgstr "Genereer een zelfondertekend certificaat" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:39 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168 msgid "" "Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force " "the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to " "[IP address] (unsafe)`." msgstr "" "Navigeer naar het IP-adres van de ePOS (bijvoorbeeld `https://192.168.1.25`)" " en forceer de verbinding door te klikken op :guilabel:`Advanced` en " ":guilabel:`Proceed to [IP address] (unsafe)`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:176 msgid "Warning page on Google Chrome, Windows 10" msgstr "Waarschuwingspagina in Google Chrome, Windows 10" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178 msgid "" "Then, sign in using your printer credentials to access the ePOS printer " "settings. To sign in, enter `epson` in the :guilabel:`ID` field and your " "printer serial number in the :guilabel:`Password` field." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182 msgid "" "Click :guilabel:`Certificate List` in the :guilabel:`Authentication` " "section, and click :guilabel:`create` to generate a new **Self-Signed " "Certificate**. The :guilabel:`Common Name` should be automatically filled " "out. If not, fill it in with the printer IP address number. Select the years" " the certificate will be valid in the :guilabel:`Validity Period` field, " "click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the " "printer." msgstr "" "Klik op :guilabel:`Certificate List` in de :guilabel:`Authentication` sectie" " en klik op :guilabel:`create` om een nieuw **zelfondertekend certificaat** " "te genereren. De :guilabel:`Common Name` zou automatisch ingevuld moeten " "zijn. Zo niet, vul deze dan in met het IP-adresnummer van de printer. " "Selecteer de jaren dat het certificaat geldig is in het :guilabel:`Validity " "Period` veld, klik op :guilabel:`Create` en :guilabel:`Reset` of start de " "printer handmatig opnieuw op." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:189 msgid "" "The self-signed certificate is generated. Reload the page and click " ":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure " "**Selfsigned Certificate** is correctly selected in the :guilabel:`Server " "Certificate` section." msgstr "" "Het zelfondertekende certificaat wordt gegenereerd. Laad de pagina opnieuw " "en klik op :guilabel:`SSL/TLS` in het :guilabel:`Security` gedeelte om " "ervoor te zorgen dat **Zelfondertekend certificaat** correct is geselecteerd" " in het :guilabel:`Servercertificaat` gedeelte." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193 msgid "Export a self-signed certificate" msgstr "Een zelfondertekend certificaat exporteren" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:66 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:195 msgid "" "The export process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser. Start by accessing your ePOS printer settings on your web " "browser by navigating to its IP address (e.g., `https://192.168.1.25`). " "Then, force the connection as explained in the **Generate a self-signed " "certificate tab**." msgstr "" "Het exportproces is sterk afhankelijk van het :abbr:`OS (Operating System)` " "en de browser. Open eerst de instellingen van je ePOS-printer in je " "webbrowser door naar het IP-adres te gaan (bijvoorbeeld " "`https://192.168.1.25`). Forceer vervolgens de verbinding zoals uitgelegd in" " het tabblad **Een zelfondertekend certificaat genereren**." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:71 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:131 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:200 msgid "If you are using **Google Chrome**," msgstr "Als je **Google Chrome** gebruikt," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:202 msgid "" "click :guilabel:`Not secure` next to the search bar, and " ":guilabel:`Certificate is not valid`;" msgstr "" "klik op :guilabel:`Niet veilig` naast de zoekbalk en op " ":guilabel:`Certificaat is niet geldig`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "" "Verbinding met de printer niet beveiligd knop in Google Chrome browser." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:208 msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;" msgstr "" "ga naar het :guilabel:`Details` tabblad en klik op :guilabel:`Export`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:80 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209 msgid "" "add `.crt` at the end of the file name to ensure it has the correct " "extension;" msgstr "" "voeg `.crt` toe aan het einde van de bestandsnaam om er zeker van te zijn " "dat het de juiste extensie heeft;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:81 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:210 msgid "" "select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom " "of the pop-up window;" msgstr "" "selecteer :guilabel:`Base64-gecodeerd ASCII, enkel certificaat`, onderaan " "het pop-upvenster;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:83 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:100 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:212 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:229 msgid "save, and the certificate is exported." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not see the file during the import process." msgstr "" "Zorg ervoor dat het certificaat eindigt met de extensie `.crt`. Anders is " "het mogelijk dat sommige browsers het bestand niet zien tijdens het " "importeren." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218 msgid "If you are using **Mozilla Firefox**," msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220 msgid "click the **lock-shaped** icon on the left of the address bar;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:221 msgid "" "go to :menuselection:`Connection not secure --> More information --> " "Security tab --> View certificate`;" msgstr "" "ga naar :menuselectie:`Connectie niet veilig --> Meer informatie --> tabblad" " Beveiliging --> Certificaat weergeven`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227 msgid "scroll down to the :guilabel:`Miscellaneous` section;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:228 msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;" msgstr "klik op :guilabel:`PEM (cert)` in het :guilabel:`Download` gedeelte;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102 msgid "Import a self-signed certificate" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104 msgid "" "The import process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser." msgstr "" "Het importproces is sterk afhankelijk van het :abbr:`OS (Operating System)` " "en de browser." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:109 msgid "Windows 10" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111 msgid "" "Windows 10 manages certificates, which means that self-signed certificates " "must be imported from the certification file rather than the browser. To do " "so," msgstr "" "Windows 10 beheert certificaten, wat betekent dat zelfondertekende " "certificaten geïmporteerd moeten worden uit het certificatiebestand en niet " "uit de browser. Om dit te doen," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "" "open de Windows Bestandsverkenner en zoek het gedownloade " "certificeringsbestand;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "" "klik met de rechtermuisknop op het certificeringsbestand en klik op " ":guilabel:`Install Certificate`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117 msgid "" "select where to install the certificate and for whom - either for the " ":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, " "click :guilabel:`Next`;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:120 msgid "" "on the `Certificate Store` screen, tick :guilabel:`Place all certificates in" " the following store`, click :guilabel:`Browse...`, and select " ":guilabel:`Trusted Root Certification Authorities`;" msgstr "" "vink in het scherm `Certificaatopslag` :guilabel:`Alle certificaten in de " "volgende opslag plaatsen` aan, klik op :guilabel:`Browse...` en selecteer " ":guilabel:`Trusted Root Certification Authorities`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "klik op :guilabel:`Finish`, accepteer het pop-up beveiligingsvenster;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "restart the computer to make sure that the changes are applied." msgstr "" "start de computer opnieuw op om er zeker van te zijn dat de wijzigingen zijn" " toegepast." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129 msgid "Linux" msgstr "Linux" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:133 msgid "open Chrome;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 msgid "" "go to :menuselection:`Settings --> Privacy and security --> Security --> " "Manage certificates`;" msgstr "" "ga naar :menuselectie:`Instellingen --> Privacy en beveiliging --> " "Beveiliging --> Certificaten beheren`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136 msgid "" "go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select " "the exported certification file;" msgstr "" "ga naar het tabblad :guilabel:`Authoriteiten`, klik op :guilabel:`Import` en" " selecteer het geëxporteerde certificatiebestand;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138 msgid "accept all warnings;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "click :guilabel:`ok`;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:150 msgid "restart your browser." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 msgid "open Firefox;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "" "ga naar :menuselectie:`Instellingen --> Privacy & beveiliging --> " "Beveiliging --> Certificaten weergeven... --> Importeren`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148 msgid "select the exported certification file;" msgstr "selecteer het geëxporteerde certificeringsbestand;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149 msgid "tick the checkboxes and validate;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152 msgid "Mac OS" msgstr "Mac-besturingssysteem" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154 msgid "" "On Mac OS, you can secure the connection for all browsers by following these" " steps:" msgstr "" "Op Mac OS kun je de verbinding voor alle browsers beveiligen door deze " "stappen te volgen:" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156 msgid "" "open Safari and navigate to your printer's IP address. Doing so leads to a " "warning page;" msgstr "" "open Safari en navigeer naar het IP-adres van je printer. Dit leidt tot een " "waarschuwingspagina;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:157 msgid "" "on the warning page, go to :menuselection:`Show Details --> visit this " "website --> Visit Website`, validate;" msgstr "" "ga op de waarschuwingspagina naar :menuselectie:`Toon Details --> Bezoek " "deze website --> Bezoek website`, valideren;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159 msgid "reboot the printer so you can use it with any other browser." msgstr "" "start de printer opnieuw op zodat je hem met elke andere browser kunt " "gebruiken." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161 msgid "" "To generate and export an SSL certificate and send it to IOS devices, open " "**Google Chrome** or **Mozilla Firefox**. Then," msgstr "" "Om een SSL-certificaat te genereren en te exporteren en naar IOS-apparaten " "te sturen, open je **Google Chrome** of **Mozilla Firefox**. Vervolgens," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "Waarschuwingspagina over de verbindingsprivacy op Google Chrome" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome" msgstr "Verbinding met de printer niet veilig knop in Google Chrome" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:215 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not find the file during the import process." msgstr "" "Zorg ervoor dat het certificaat eindigt met de extensie `.crt`. Anders " "kunnen sommige browsers het bestand niet vinden tijdens het importeren." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "De knop Verbinding is niet beveiligd in Mozilla Firefox" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231 msgid "Android OS" msgstr "Android OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233 msgid "" "To import an SSL certificate into an Android device, first create and export" " it from a computer. Next, transfer the `.crt` file to the device using " "email, Bluetooth, or USB. Once the file is on the device," msgstr "" "Om een SSL-certificaat te importeren in een Android toestel, moet je het " "eerst aanmaken en exporteren vanaf een computer. Breng vervolgens het `.crt`" " bestand over naar het apparaat via e-mail, Bluetooth of USB. Zodra het " "bestand op het apparaat staat," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 msgid "open the settings and search for `certificate`;" msgstr "open de instellingen en zoek naar `certificaat`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "" "klik op :guilabel:`Certificate AC` (Installeren vanaf apparaatopslag);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239 msgid "select the certificate file to install it on the device." msgstr "" "selecteer het certificaatbestand om het op het apparaat te installeren." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:242 msgid "" "The specific steps for installing a certificate may vary depending on the " "version of Android and the device manufacturer." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245 msgid "iOS" msgstr "iOS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:247 msgid "" "To import an SSL certificate into an iOS device, first create and export it " "from a computer. Then, transfer the `.crt` file to the device using email, " "Bluetooth, or any file-sharing service." msgstr "" "Om een SSL-certificaat te importeren in een iOS apparaat, moet je het eerst " "aanmaken en exporteren vanaf een computer. Breng vervolgens het `.crt` " "bestand over naar het apparaat via e-mail, Bluetooth of een andere dienst " "voor het delen van bestanden." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:251 msgid "" "Downloading this file triggers a warning pop-up window. Click " ":guilabel:`Allow` to download the configuration profile, and close the " "second pop-up window. Then," msgstr "" "Als je dit bestand downloadt, verschijnt er een waarschuwingsvenster. Klik " "op :guilabel:`Allow` om het configuratieprofiel te downloaden en sluit het " "tweede pop-upvenster. Vervolgens," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "go to the **Settings App** on the iOS device;" msgstr "ga naar de **Instellingen App** op het iOS apparaat;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "" "klik op :guilabel:`Profiel gedownload` onder het detailvak van de gebruiker;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "locate the downloaded `.crt` file and select it;" msgstr "zoek het gedownloade `.crt` bestand en selecteer het;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "klik op :guilabel:`Installeren` rechtsboven in het scherm;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "if a passcode is set on the device, enter the passcode;" msgstr "" "als er een wachtwoord is ingesteld op het apparaat, voer dan het wachtwoord " "in;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:259 msgid "" "click :guilabel:`Install` on the top right of the certificate warning screen" " and the pop-up window;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261 msgid "click :guilabel:`Done`." msgstr "klik op :guilabel:`Done`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:265 msgid "" "The certificate is installed, but it still needs to be authenticated. To do " "so," msgstr "" "Het certificaat is geïnstalleerd, maar het moet nog worden geverifieerd. Om " "dit te doen," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268 msgid "enable the installed certificate using the **slide button**;" msgstr "schakel het geïnstalleerde certificaat in met de **schuifknop**;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "klik op :guilabel:`Doorgaan` in het pop-upvenster." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272 msgid "" "If you need to export SSL certificates from an operating system or web " "browser that has not been mentioned, search for `export SSL certificate` + " "`the name of your browser or operating system` in your preferred search " "engine." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275 msgid "" "Similarly, to import SSL certificates from an unmentioned OS or browser, " "search for `import SSL certificate root authority` + `the name of your " "browser or operating system` in your preferred search engine." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "Check if the certificate was imported correctly" msgstr "Controleer of het certificaat correct is geïmporteerd" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282 msgid "" "To confirm your printer's connection is secure, connect to its IP address " "using HTTPS. For example, navigate to `https://192.168.1.25` in your " "browser. If the SSL certificate has been applied correctly, you should no " "longer see a warning page, and the address bar should display a padlock " "icon, indicating that the connection is secure." msgstr "" "Om te controleren of de verbinding van je printer veilig is, maak je " "verbinding met het IP-adres via HTTPS. Navigeer bijvoorbeeld naar " "`https://192.168.1.25` in je browser. Als het SSL-certificaat correct is " "toegepast, zou je geen waarschuwingspagina meer moeten zien en zou de " "adresbalk een hangslotpictogram moeten tonen, wat aangeeft dat de verbinding" " beveiligd is." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "Beveiligde verbinding (HTTPS)" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:5 msgid "" "If **Direct Devices** is enabled in a Point of Sale settings (for example, " "if you use an :doc:`ePos printer `), HTTP becomes the default" " protocol." msgstr "" "Als **Directe apparaten** is ingeschakeld in een verkooppuntinstelling " "(bijvoorbeeld als je een :doc:`ePos printer ` gebruikt), " "wordt HTTP het standaardprotocol." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "" "Je verkooppunt dwingen om een beveiligde verbinding (HTTPS) te gebruiken" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:11 msgid "" "Add a new **key** in the **System Parameters** to force your Point of Sale " "to use a secure connection with the HTTPS protocol." msgstr "" "Voeg een nieuwe **key** toe in de **Systeemparameters** om je verkooppunt te" " dwingen een beveiligde verbinding met het HTTPS-protocol te gebruiken." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:14 msgid "" "To do so, activate the :ref:`developer mode `, go to " ":menuselection:`Settings --> Technical --> Parameters --> System " "Parameters`, then create a new parameter, add the following values and click" " on *Save*." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr "**Key**: `point_of_sale.enforce_https`" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "**Waarde**: `True`" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:3 msgid "IoT system connection" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:5 msgid "" "To connect the POS with an :doc:`IoT system `:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:7 msgid "" "Make sure both the Point of Sale and Internet of Things (IoT) apps are " "installed on your database." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:9 msgid "" "Set up the :doc:`/applications/general/iot/iot_box` or " ":doc:`/applications/general/iot/windows_iot`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:11 msgid "Connect the peripheral devices to the IoT system:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:17 msgid "Device" msgstr "Apparaat" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:18 msgid "Instructions" msgstr "Instructies" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:19 msgid "Printer" msgstr "Printer" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:20 msgid "" "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` " "port or to the network, and power it on. Refer to " ":doc:`../restaurant/kitchen_printing`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:22 msgid "Cash drawer" msgstr "Kassalade" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:23 msgid "The cash drawer should be connected to the printer with an RJ25 cable." msgstr "" "De kassalade moet worden aangesloten op de printer met een RJ25-kabel." #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:24 msgid "Barcode scanner" msgstr "Barcodescanner" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:25 msgid "" "The barcode scanner must end barcodes with an `ENTER` character (keycode 28)" " in order for the barcode scanner to be compatible. This is most likely the " "barcode scanner's default configuration." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:28 msgid "Scale" msgstr "Schaal" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:29 msgid "" "Connect the scale and power it on. Refer to " ":doc:`/applications/general/iot/devices/scale`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:30 #: ../../content/applications/sales/point_of_sale/preparation.rst:100 #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 msgid "Customer display" msgstr "Klantweergave" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:31 msgid "" "Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the " ":abbr:`PoS (Point of Sale)` order. Refer to " ":doc:`/applications/general/iot/devices/screen`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:33 msgid "Payment terminal" msgstr "Betaalterminal" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:34 msgid "" "The connection process depends on the terminal. Refer to the :doc:`payment " "terminals documentation " "`." msgstr "" "Het verbindingsproces is afhankelijk van de terminal. Raadpleeg de " ":doc:`documentatie betaalterminals " "`." #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:37 msgid "" ":doc:`Connect the IoT system to your Odoo database " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:38 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`. Scroll down to the :guilabel:`Connected Devices` " "section, enable :guilabel:`IoT Box`, then select the devices to be used for " "the POS. Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:44 msgid "" "Click :guilabel:`IoT Devices` to access the list of " ":doc:`/applications/general/iot/devices` for your POS and view their " "connection status. Click a card to access the device's form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:48 msgid "" "`List of supported hardware `_." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:49 msgid ":doc:`IoT documentation `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:54 msgid "Setup example" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst-1 msgid "A suggested configuration for a point of sale system." msgstr "Een voorgestelde configuratie voor een kassasysteem." #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:5 msgid "" "Odoo Point of Sale allows you to manage access to a specific POS by enabling" " the **Multi Employees per Session** feature. When activated, :ref:`you can " "select which users can log into the POS ` and :ref:`keep" " track of the employees involved in each order `." msgstr "" "Met Odoo Point of Sale kun je de toegang tot een specifieke kassa beheren " "door de functie **Multi medewerkers per sessie** in te schakelen. Wanneer " "deze geactiveerd is, kun je :ref:`aangeven welke gebruikers kunnen inloggen " "op het verkooppunt ` en :ref:`bijhouden welke " "medewerkers betrokken zijn bij elke bestelling `." #: ../../content/applications/sales/point_of_sale/employee_login.rst:15 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per " "Session`, and add the allowed employees in the :guilabel:`Allowed Employees`" " field." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:28 msgid "" "Once the feature is activated, cashiers can log in :ref:`by scanning their " "badge ` or selecting their name from the list of " "allowed employees to :ref:`open the session `." msgstr "" "Zodra de functie is geactiveerd, kunnen caissières inloggen :ref:`door hun " "badge te scannen ` of hun naam te selecteren uit de " "lijst met toegestane medewerkers om :ref:`de sessie te openen `." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "" "venster om een sessie te openen als de functie voor meerdere kassières is " "ingeschakeld" #: ../../content/applications/sales/point_of_sale/employee_login.rst:35 msgid "" "To switch to another user :ref:`from an open session `, " "click the employee name at the top-right of the screen and select the " "employee to swap with from the list." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:41 msgid "" "You can also require your employees to enter a pin code every time they log " "into a POS to prevent them from logging in as someone else. To define the " "code, go to the **Employees** app, open the employee form, and click the " ":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the " ":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` " "category." msgstr "" "Je kunt je werknemers ook verplichten om elke keer dat ze inloggen op een " "kassa een pincode in te voeren om te voorkomen dat ze inloggen als iemand " "anders. Om de code in te stellen, ga je naar de **Werknemers** app, open je " "het werknemersformulier en klik je op het tabblad :guilabel:`HR " "instellingen`. Voer vervolgens een pincode naar keuze in in het " ":guilabel:`PIN Code` veld van de :guilabel:`Attendance/Point of Sale` " "categorie." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting on the employee form to assign a badge ID and a PIN code." msgstr "" "instelling op het werknemersformulier om een badge-ID en een PIN-code toe te" " wijzen." #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:54 msgid "" "For your employees to be able to log in by scanning their badge, they must " "have a badge ID assigned. To do so, go to the **Employees** app, open the " "employee form, and click the :guilabel:`HR settings` tab. Then, enter the " "badge ID of your choice in the :guilabel:`Badge ID` field of the " ":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`." msgstr "" "Om je werknemers te laten inloggen door hun badge te scannen, moeten ze een " "badge-ID toegewezen hebben gekregen. Ga hiervoor naar de **Werknemers** app," " open het werknemersformulier en klik op het :guilabel:`HR instellingen` " "tabblad. Voer vervolgens de badge-ID van je keuze in in het " ":guilabel:`badge-ID` veld van de :guilabel:`Attendance/Point of Sale` " "categorie of klik op :guilabel:`Genereren`." #: ../../content/applications/sales/point_of_sale/employee_login.rst:59 msgid "" "To switch to another user, lock the session by clicking the lock-shaped icon" " (:guilabel:`🔓`) at the top-right of the screen and scan your badge." msgstr "" "Om over te schakelen naar een andere gebruiker, vergrendel je de sessie door" " op het slotvormige pictogram (:guilabel:`🔓`) rechtsboven in het scherm te " "klikken en je badge te scannen." #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "Analyses" #: ../../content/applications/sales/point_of_sale/employee_login.rst:67 msgid "" "Once you close and post the POS session, access the comprehensive report to " "review all session activities, including who initiated the session and who " "handled specific orders. To access the session's report, click the vertical " "ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a " "specific session for more detailed information, and click the " ":guilabel:`Orders` button to view a list of all orders placed during that " "session." msgstr "" "Zodra je de POS-sessie hebt gesloten en gepost, kun je het uitgebreide " "rapport openen om alle sessieactiviteiten te bekijken, inclusief wie de " "sessie heeft gestart en wie specifieke orders heeft afgehandeld. Om het " "sessierapport te openen, klik je op de verticale ellipsknop (:guilabel:`⋮`) " "op de POS-kaart en selecteer je :guilabel:`Sessies` in het " ":guilabel:`Bekijken` gedeelte. Selecteer vervolgens een specifieke sessie " "voor meer gedetailleerde informatie en klik op de :guilabel:`Orders` knop om" " een lijst met alle bestellingen te bekijken die tijdens die sessie zijn " "geplaatst." #: ../../content/applications/sales/point_of_sale/employee_login.rst:74 msgid "" "To get an overview of all orders, regardless of the session, click the " "vertical ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Orders` from the :guilabel:`View` section." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:3 msgid "Online food delivery" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:5 msgid "" "**UrbanPiper** is an order management system that integrates with multiple " "food delivery platforms. It consolidates orders from all connected platforms" " into a single interface, simplifying the delivery process." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:9 msgid "Supported providers:" msgstr "Ondersteunde providers:" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:11 msgid "`Careem `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:12 msgid "`Cari `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:13 msgid "`ChowNow `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:14 msgid "`Deliveroo `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:15 msgid "`DoorDash `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:16 msgid "`EatEasy `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:17 msgid "`Glovo `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:18 msgid "`Grubhub `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:19 msgid "`HungryPanda `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:20 msgid "`HungerStation `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:21 msgid "`Jahez `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:22 msgid "`Just Eat `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:23 msgid "`Mrsool `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:24 msgid "`Ninja `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:25 msgid "`NoonFood `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:26 msgid "`Postmates `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:27 msgid "`Rafeeq `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:28 msgid "`SkipTheDishes `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:29 msgid "`Swiggy `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:30 msgid "`Talabat `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:31 msgid "`UberEats `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:32 msgid "`Zomato `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:40 msgid "UrbanPiper credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:42 msgid "Get your Atlas credentials:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:44 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:58 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:120 #: ../../content/applications/sales/point_of_sale/preparation.rst:16 msgid "Go to the :ref:`POS settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:45 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:59 msgid "Scroll down to the :guilabel:`Food Delivery Connector` section." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:46 msgid "" "Click :guilabel:`Fill this form to get Username & Api key` and fill out the " "survey." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:47 msgid "" "`Go to your Atlas account `_ and retrieve your" " API key and username by navigating to :menuselection:`Settings --> API " "Access`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Atlas API access" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:56 msgid "Enable the :guilabel:`Urban Piper` setting:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:60 msgid "Check the :guilabel:`Urban Piper` setting." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:62 msgid "Set up UrbanPiper:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:64 msgid "" "Fill in the :guilabel:`Username` and :guilabel:`Api Key` fields with your " ":ref:`UrbanPiper credentials `." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:66 msgid "" "Select the desired delivery providers in the :guilabel:`Food Delivery " "Platforms` field under the :guilabel:`Urban Piper Location` section (i.e., " "Zomato, Uber Eats)." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:68 msgid "Save the settings." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:69 msgid "" "Click the :guilabel:`+ Create Store` button. Doing so creates a new location" " on the UrbanPiper Atlas platform." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:73 msgid "" "The :guilabel:`Pricelist` and :guilabel:`Fiscal Position` fields are " "automatically selected after saving." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:75 msgid "A successful store creation triggers a notification." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:76 msgid "" "The store creation process may take 2–3 minutes to reflect changes on the " "UrbanPiper Atlas platform." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:78 msgid "The store is automatically named after your point of sale name." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Food delivery connector settings" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:84 msgid "Products" msgstr "Producten" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:86 msgid "To make products available individually," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:89 msgid "Select any product to open its product form." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:90 msgid "Go to the :guilabel:`Point of Sale` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:91 msgid "Complete the :guilabel:`Urban Piper` section:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:93 msgid "" "Fill in the :guilabel:`Available on Food Delivery` with the desired POS." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:94 msgid "" "Optionally, set up the :guilabel:`Meal Type` field and enable the " ":guilabel:`Is Recommended` and :guilabel:`Is Alcoholic` buttons." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "where to make a single product available for delivery" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:100 msgid "To make multiple products available for food delivery at once," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:103 msgid "Click the list icon (:icon:`oi-view-list`) to switch to the list view." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:104 msgid "Select the products." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:105 msgid "" "Enter the desired POS in the :guilabel:`Available on Food Delivery` column." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Product list" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:111 msgid "Currently, UrbanPiper does not support combo products." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:112 msgid "" "As a workaround, create a product and define combo choices as " ":doc:`Attributes & Variants <../sales/products_prices/products/variants>`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:116 msgid "Synchronization" msgstr "Synchronisatie" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:118 msgid "" "To make products available on food delivery platforms, synchronize with your" " UrbanPiper account:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:121 msgid "Scroll down the :guilabel:`Food Delivery Connector` section." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:122 msgid "Click the :guilabel:`Sync Menu` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:124 msgid "" "The :guilabel:`Last Sync on` timestamp below the :guilabel:`Create Store` " "and :guilabel:`Sync Menu` buttons updates." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:128 msgid "A successful synchronization triggers a notification." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:129 msgid "" "The synchronization process may take 2–3 minutes to reflect changes on the " "UrbanPiper Atlas platform." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:133 msgid "Go live" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:135 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:158 msgid "" "`Go to the Locations tab `_ of your " "Atlas account." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:136 msgid "" "Select the location to activate, then click :guilabel:`Request to go Live`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 msgid "Request to go live button in the locations tab of the Atlas account" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:141 msgid "In the popup window:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:143 msgid "Select the platform(s) to activate and click :guilabel:`Next`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:144 msgid "" "Enter the :guilabel:`Platform ID` and :guilabel:`Platform URL` in the " "corresponding fields to establish the connection between the platform and " "UrbanPiper." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:146 msgid "Click the :guilabel:`Request to Go Live` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 msgid "Go live parameters" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:152 msgid "" "To find the location's :guilabel:`Platform ID` and :guilabel:`Platform URL`," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:154 msgid "Click the location to open its setup form." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:155 msgid "The location's parameters are available in the :guilabel:`HUB` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:156 msgid "Verify that your location is live:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:159 msgid "" "Select any provider in the :guilabel:`Assoc. platform(s)` column to review " "the status of that platform for this location." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:163 msgid "Order flow" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:165 msgid "" "An order placed via the configured delivery platform triggers a " "notification. To manage these orders, open the orders' list view by:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:168 msgid "Clicking :guilabel:`Review Orders` on the notification popup." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:169 msgid "Clicking the bag-shaped icon for online orders and :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 msgid "Cart button" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:175 msgid "" "Clicking this icon displays the number of orders at each stage: " ":guilabel:`New`, :guilabel:`Ongoing`, and :guilabel:`Done`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:177 msgid "" "The :guilabel:`New` button indicates newly placed orders, " ":guilabel:`Ongoing` is for accepted orders, and :guilabel:`Done` is for " "orders ready to be delivered." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:180 msgid "Then," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:182 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:201 msgid "Select the desired order." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:183 msgid "Click the :guilabel:`Accept` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:184 msgid "" "When an order is accepted, its :guilabel:`Order Status` switches from " ":guilabel:`Placed` to :guilabel:`Acknowledged` and is automatically " "displayed on the preparation display." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:187 msgid "When the order is ready," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:189 msgid "Open the orders' list view." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:190 msgid "Select the order." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:191 msgid "" "Click the :guilabel:`Mark as ready` button. Its :guilabel:`Order Status` " "switches from :guilabel:`Acknowledged` to :guilabel:`Food Ready`, and its " ":guilabel:`Status` switches from :guilabel:`Ongoing` to :guilabel:`Paid`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:196 msgid "Order rejection" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:198 msgid "" "Sometimes, the shop or restaurant may want to **reject** an order. In this " "case, open the orders' list view," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:202 msgid "Click the :guilabel:`Reject` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:203 msgid "Select one of the reasons from the popup window." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Reject order pop-up" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:209 msgid "" "**Swiggy** orders cannot be directly rejected. Attempting to reject one " "prompts Swiggy customer support to contact the restaurant. Similarly, " "**Deliveroo**, **JustEat**, and **HungerStation** do not allow order " "rejection. Always follow the respective provider's guidelines for handling " "such cases." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "Betaalmethodes" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:7 msgid "" "To add a payment method, you first need to create it. Go to " ":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " "New`, and set a name. Check :guilabel:`Identify Customer` to allow this " "payment method *exclusively* for registered customers." msgstr "" "Om een betaalmethode toe te voegen, moet je deze eerst aanmaken. Ga naar " ":menuselectie:`Kooppunt --> Configuratie --> Betaalmethoden --> Nieuw` en " "stel een naam in. Vink :guilabel:`Klant identificeren` aan om deze " "betaalmethode *alleen* voor geregistreerde klanten toe te staan." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:11 msgid "" "Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " "payment method for cash payments, or :guilabel:`Bank` to use it for card " "payments." msgstr "" "Selecteer vervolgens de :guilabel:`Journaal`. Kies :guilabel:`Kas` om deze " "betaalmethode te gebruiken voor contante betalingen, of :guilabel:`Bank` om " "deze te gebruiken voor kaartbetalingen." #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:18 msgid "" "Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" " Payment Terminal` field in which you can add your :doc:`payment terminal's " "information `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:23 msgid ":doc:`payment_methods/terminals`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81 msgid "" "Once the payment method is created, you can select it in your POS settings. " "To do so, go to the :ref:`POS' settings `, click " ":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` " "section." msgstr "" "Zodra de betaalmethode is aangemaakt, kun je deze selecteren in je POS-" "instellingen. Ga hiervoor naar de :ref:`POS' instellingen " "`, klik op :guilabel:`Bewerken` en voeg de " "betaalmethode toe onder de :guilabel:`Betalingen` sectie." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:3 msgid "QR code payments" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:5 msgid "" "QR code payments allow users to generate a code that customers can scan with" " their mobile banking app to initiate a bank transfer or pay instantly." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:12 msgid "Activate and set up QR code payments" msgstr "QR code betalingen activeren en instellen" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:14 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, and" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:16 msgid "" "Activate or upgrade your country's fiscal localization package under the " ":guilabel:`Fiscal Localization` section to access all country-specific " "accounting features." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:18 msgid "" "Activate :guilabel:`QR codes` under the :guilabel:`Customer Payments` " "section." msgstr "" "Activeer :guilabel:`QR-codes` onder het :guilabel:`Klantbetalingen` " "gedeelte." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:20 msgid "" "Then, as the QR code type differs depending on your country, follow the " "corresponding documentation page from the following table to set them up." msgstr "" "Omdat het type QR-code per land verschilt, moet je de bijbehorende " "documentatiepagina uit de volgende tabel volgen om ze in te stellen." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:27 msgid "QR code types" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:28 msgid "Module name" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:29 msgid "Technical name" msgstr "Technische naam" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:30 msgid "Description" msgstr "Omschrijving" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:31 msgid "Pix" msgstr "Pix" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:32 msgid "" ":doc:`Brazilian - Accounting<../../../finance/fiscal_localizations/brazil>`" msgstr "" ":doc:`Braziliaans - " "Boekhouding<../../../financiën/fiscale_lokalisaties/brazil>`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:33 msgid "`l10n_br`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:34 msgid "" "The base module to manage the accounting chart and localization for Brazil." msgstr "" "De basismodule voor het beheren van het boekhoudschema en de lokalisatie " "voor Brazilië." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:35 msgid "FPS" msgstr "FPS" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:36 msgid "" ":doc:`Hong Kong - " "Accounting<../../../finance/fiscal_localizations/hong_kong>`" msgstr "" ":doc:`Hong Kong - " "Boekhouding<../../financiën/fiscale_lokalisaties/hong_kong>`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:37 msgid "`l10n_hk`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:38 msgid "" "The base module to manage the accounting chart and localization for Hong " "Kong." msgstr "" "De basismodule voor het beheren van het boekhoudschema en de lokalisatie " "voor Hongkong." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:39 msgid "QRIS" msgstr "QRIS" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:40 msgid "" ":doc:`Indonesian - " "Accounting<../../../finance/fiscal_localizations/indonesia>`" msgstr "" ":doc:`Indonesisch - " "Boekhouding<../../finance/fiscal_localizations/indonesia>`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:41 msgid "`l10n_id`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:42 msgid "" "The base module to manage the accounting chart and localization for " "Indonesia." msgstr "" "De basismodule om het boekhoudschema en de lokalisatie voor Indonesië te " "beheren." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:43 msgid "PayNow" msgstr "PayNow" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:44 msgid "" ":doc:`Singapore - " "Accounting<../../../finance/fiscal_localizations/singapore>`" msgstr "" ":doc:`Singapore - " "Boekhouding<../../financiën/fiscale_lokalisaties/singapore>`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:45 msgid "`l10n_sg`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:46 msgid "" "The base module to manage the accounting chart and localization for " "Singapore." msgstr "" "De basismodule voor het beheren van het boekhoudschema en de lokalisatie " "voor Singapore." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:47 msgid "QR-bill" msgstr "QR-biljet" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:48 msgid "" ":doc:`Switzerland - " "Accounting<../../../finance/fiscal_localizations/switzerland>`" msgstr "" ":doc:`Zwitserland - " "Boekhouding<../../financiën/fiscale_lokalisaties/zwitserland>`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:49 msgid "`l10n_ch`" msgstr "`l10n_ch`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:50 msgid "" "The base module to manage the accounting chart and localization for " "Switzerland." msgstr "" "De basismodule voor het beheren van het boekhoudschema en de lokalisatie " "voor Zwitserland." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:51 msgid "PromptPay" msgstr "PromptPay" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:52 msgid "" ":doc:`Thailand - Accounting<../../../finance/fiscal_localizations/thailand>`" msgstr "" ":doc:`Thailand - " "Boekhouding<../../../financiën/fiscale_lokalisaties/thailand>`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:53 msgid "`l10n_th`" msgstr "`l10n_th`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:54 msgid "" "The base module to manage the accounting chart and localization for " "Thailand." msgstr "" "De basismodule voor het beheren van het boekhoudschema en de lokalisatie " "voor Thailand." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:55 msgid "VietQR" msgstr "VietQR" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:56 msgid "" ":doc:`Vietnam - Accounting<../../../finance/fiscal_localizations/vietnam>`" msgstr "" ":doc:`Vietnam - Boekhouding<../../financiën/fiscale_lokalisaties/vietnam>`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:57 msgid "`l10n_vn`" msgstr "`l10n_vn`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:58 msgid "" "The base module to manage the accounting chart and localization for Vietnam." msgstr "" "De basismodule voor het beheren van het boekhoudschema en de lokalisatie " "voor Vietnam." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:59 msgid "EPC" msgstr "Energielabel" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:60 msgid "" ":doc:`Account SEPA QR " "Code<../../../finance/accounting/customer_invoices/epc_qr_code>`" msgstr "" ":doc:`Rekening SEPA QR " "Code<../../finance/accounting/klant_facturen/epc_qr_code>`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:61 msgid "`account_qr_code_sepa`" msgstr "`account_qr_code_sepa`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:62 msgid "This module adds support for SEPA Credit Transfer QR-code generation." msgstr "" "Deze module voegt ondersteuning toe voor het genereren van QR-codes voor " "SEPA-overschrijvingen." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:65 msgid "Create the payment method" msgstr "Maak de betaalmethode" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:67 msgid "Open the Point of Sale application." msgstr "Open de Point of Sale toepassing." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:68 msgid "" "Go to :menuselection:`Configuration --> Payment Methods` and create a " "payment method." msgstr "" "Ga naar :menuselectie:`Configuratie --> Betalingsmethoden` en maak een " "betalingsmethode aan." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:69 msgid "Set a bank-type journal." msgstr "Stel een bank-dagboek in." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:70 msgid "" "Select :guilabel:`Bank App (QR Code)` under the :guilabel:`Integration` " "section." msgstr "" "Selecteer :guilabel:`Bank App (QR Code)` onder de :guilabel:`Integratie` " "sectie." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:71 msgid "Select the :guilabel:`QR Code Format` from the dropdown menu." msgstr "Selecteer de :guilabel:`QR Code Format` uit het dropdown menu." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:73 msgid "" "Select :guilabel:`SEPA Credit Transfer QR` if you are part of the Single " "Euro Payments Area (SEPA)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:75 msgid "" "Select :guilabel:`EMV Merchant-Presented QR-code` for other QR code types." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1 msgid "QR code payment method configuration" msgstr "Configuratie QR-code betalingsmethode" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:82 msgid "" "At least one bank account must be defined in the journal to allow QR code " "payments to be registered with bank apps." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:85 msgid "" "Once the payment method is created, go to the :ref:`POS' settings " "` and add the payment method to your POS under the " ":guilabel:`Payment` section." msgstr "" "Zodra de betaalmethode is aangemaakt, ga je naar de :ref:`POS' instellingen " "` en voeg je de betaalmethode toe aan je POS onder " "het :guilabel:`Betaling` gedeelte." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1 msgid "Enable QR code payment method" msgstr "QR-code betaalmethode inschakelen" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:93 msgid "Register payments using QR codes" msgstr "Betalingen registreren met QR-codes" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:95 msgid "" "When processing a payment, select the payment method for QR code payments. A" " QR code is generated and displayed on the screen for the customer to scan " "and pay with their mobile banking app." msgstr "" "Selecteer bij het verwerken van een betaling de betaalmethode voor QR-code " "betalingen. Er wordt een QR-code gegenereerd en weergegeven op het scherm " "zodat de klant deze kan scannen en betalen met zijn mobiel bankieren app." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1 msgid "QR code payment example" msgstr "QR-code betalingsvoorbeeld" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:102 msgid "Hit :guilabel:`Confirm Payment` to validate the transaction." msgstr "" "Druk op :guilabel:`Betaling bevestigen` om de transactie te valideren." #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:105 msgid "" "Odoo does **not** check the bank payment. It is recommended that users " "verify payments for validity before confirming them on the POS register." msgstr "" "Odoo controleert de bankbetaling **niet**. Het wordt aanbevolen dat " "gebruikers betalingen controleren op geldigheid voordat ze worden bevestigd " "in het kassaregister." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "Betaalterminals" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7 msgid "" "Connecting and integrating a payment terminal with your POS system allows " "you to accept multiple payment options, including credit and debit cards, " "making the payment process more efficient." msgstr "" "Door een betaalterminal aan te sluiten op en te integreren met je " "kassasysteem kun je meerdere betaalopties accepteren, waaronder creditcards " "en debetkaarten, waardoor het betalingsproces efficiënter verloopt." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15 msgid "" "Go to the :ref:`application settings `, scroll down " "to the :guilabel:`Payment Terminals` section, and tick your terminal's " "checkbox." msgstr "" "Ga naar de :ref:`Toepassingsinstellingen `, scroll " "naar beneden naar het :guilabel:`Betalingsterminals` gedeelte en vink het " "selectievakje van je terminal aan." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "" "selectievakje in de instellingen om een betaalterminal in te schakelen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "" "Volg daarna de bijbehorende documentatie om je apparaat te configureren:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`Adyen configuration `" msgstr ":doc:`Adyen configuratie `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Ingenico configuration `" msgstr ":doc:`Ingenico configuratie `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`Mercado Pago configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Razorpay configuration `" msgstr ":doc:`Razorpay configuratie `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27 msgid ":doc:`SIX configuration `" msgstr ":doc:`SIX configuratie `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 msgid ":doc:`Stripe configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:29 msgid ":doc:`Viva Wallet configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30 msgid ":doc:`Worldline configuration `" msgstr ":doc:`Wereldlijnconfiguratie `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:32 msgid "" "Once the terminal is configured, you can :doc:`create the corresponding " "payment method and add it to the POS <../payment_methods>`." msgstr "" "Zodra de terminal is geconfigureerd, kun je :doc:`de bijbehorende " "betaalmethode maken en toevoegen aan het POS <../payment_methods>`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:36 msgid "Pay with a payment terminal" msgstr "Betalen met een betaalterminal" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:38 msgid "" "When processing a payment, select the terminal's payment method. Check the " "amount and click on :guilabel:`Send`. Once the payment is successful, the " "status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 msgid "" "In case of connection issues between Odoo and the payment terminal, force " "the payment by clicking on :guilabel:`Force Done`, which allows you to " "validate the order." msgstr "" "Bij verbindingsproblemen tussen Odoo en de betaalterminal kun je de betaling" " forceren door te klikken op :guilabel:`Force Done`, waarmee je de " "bestelling kunt valideren." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "" "Deze optie is alleen beschikbaar na het ontvangen van een foutmelding dat de" " verbinding is mislukt." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:47 msgid "To cancel the payment request, click on :guilabel:`Cancel`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3 msgid "Adyen" msgstr "Adyen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5 msgid "" "Connecting an **Adyen payment terminal** allows you to offer a fluid payment" " flow to your customers and ease the work of your cashiers." msgstr "" "Door een **Adyen betaalterminal** aan te sluiten, kun je je klanten een " "vloeiende betalingsstroom bieden en het werk van je caissières verlichten." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9 msgid "" "Adyen payment terminals do not require an :doc:`IoT Box " "`." msgstr "" "Adyen betaalterminals hebben geen :doc:`IoT Box `" " nodig." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10 msgid "" "Adyen terminals can be used in many countries, but not worldwide. Check the " "`List of countries supported by Adyen `_." msgstr "" "Adyen terminals kunnen in veel landen worden gebruikt, maar niet wereldwijd." " Controleer de `Lijst van landen die worden ondersteund door Adyen " "`_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12 msgid "" "Adyen works only with businesses processing more than **$10 million " "annually** or invoicing a minimum of **1,000 transactions per month**." msgstr "" "Adyen werkt alleen met bedrijven die meer dan **$10 miljoen per jaar** " "verwerken of minimaal **1.000 transacties per maand** factureren." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16 msgid "" "`List of payment methods supported by Adyen `_" msgstr "" "`Lijst van betaalmethoden ondersteund door Adyen " "`_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17 msgid "" "`List of Adyen terminals `_" msgstr "" "lijst van Adyen terminals `_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22 msgid "" "Start by creating your Adyen account on `Adyen's website " "`_. Then, board your terminal following the steps " "described on your terminal's screen." msgstr "" "Begin met het aanmaken van je Adyen account op `Adyen's website " "`_. Ga vervolgens aan boord van je terminal en volg " "de stappen die worden beschreven op het scherm van je terminal." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26 msgid "" "`Adyen Docs - Payment terminal quickstart guides " "`_" msgstr "" "`Adyen Docs - Snelstartgidsen voor betaalterminals " "`_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31 msgid "Generate an Adyen API key" msgstr "Genereer een Adyen API sleutel" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33 msgid "" "The **Adyen API key** is used to authenticate requests from your Adyen " "terminal. To generate an API key, go to your :menuselection:`Adyen account " "--> Developers --> API credentials`, and **create** new credentials or " "select **existing** ones. Click :guilabel:`Generate an API key` and save the" " key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the " "payment method creation `." msgstr "" "De **Adyen API sleutel** wordt gebruikt om verzoeken vanaf uw Adyen terminal" " te authenticeren. Om een API-sleutel te genereren, ga je naar je " ":menuselection:`Adyen account --> Ontwikkelaars --> API-referenties`, en " "**creëer** nieuwe referenties of selecteer **bestaande** referenties. Klik " "op :guilabel:`Een API-sleutel genereren` en sla de sleutel op om deze in het" " Odoo :guilabel:`Adyen API-sleutel` veld te plakken bij :ref:`de " "betaalmethode-aanmaak `." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "" "`Adyen Docs - API credentials `_." msgstr "" "`Adyen Docs - API referenties `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46 msgid "Locate the Adyen terminal identifier" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48 msgid "" "The **Adyen Terminal Identifier** is the terminal's serial number, which is " "used to identify the hardware." msgstr "" "De **Adyen Terminal Identifier** is het serienummer van de terminal, dat " "wordt gebruikt om de hardware te identificeren." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51 msgid "" "To find this number, go to your :menuselection:`Adyen account --> Point of " "Sale --> Terminals`, select the terminal to link with, and save its serial " "number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field" " at :ref:`the payment method creation `." msgstr "" "Om dit nummer te vinden, ga je naar je :menuselectie:`Adyen account --> " "Verkooppunt --> Terminals`, selecteer je de terminal waarmee je wilt " "koppelen en sla je het serienummer op om het in het Odoo :guilabel:`Adyen " "Terminal Identifier` veld te plakken bij :ref:`de betaalmethode creatie " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57 msgid "Set the Event URLs" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59 msgid "" "For Odoo to know when a payment is made, you must configure the terminal " "**Event URLs**. To do so," msgstr "" "Om Odoo te laten weten wanneer een betaling is gedaan, moet je de terminal " "**Event URLs** configureren. Om dit te doen," #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61 msgid "Log in to `Adyen's website `_;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62 msgid "" "Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" " select the connected terminal;" msgstr "" "Ga naar :menuselectie:`Adyen's dashboard --> Verkooppunt --> Terminals` en " "selecteer de aangesloten terminal;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65 msgid "" "Set the :guilabel:`Switch to decrypted mode to edit this setting` field as " ":guilabel:`Decrypted`;" msgstr "" "Stel het :guilabel:`Switch to decrypted mode to edit this setting` veld in " "als :guilabel:`Decrypted`;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66 msgid "" "Click the **pencil icon** button and enter your server address, followed by " "`/pos_adyen/notification` in the :guilabel:`Event URLs` field;" msgstr "" "Klik op de knop **potloodpictogram** en voer je serveradres in, gevolgd door" " `/pos_adyen/notification` in het veld :guilabel:`Event URLs`;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68 msgid "Click :guilabel:`Save` at the bottom of the screen to save changes." msgstr "" "Klik op :guilabel:`Opslaan` onderaan het scherm om de wijzigingen op te " "slaan." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:81 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field." msgstr "" "Schakel de betaalterminal in :ref:`in de applicatie-instellingen " "` en :doc:`creëer de bijbehorende betaalmethode " "<../../payment_methods>`. Stel het dagboektype in als :guilabel:`Bank` en " "selecteer :guilabel:`Adyen` in het :guilabel:`Gebruik een betaalterminal` " "veld." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79 msgid "" "Finally, fill in the mandatory fields with your :ref:`Adyen API key " "`, :ref:`Adyen Terminal Identifier `, and " ":guilabel:`Adyen Merchant Account`." msgstr "" "Vul tot slot de verplichte velden in met je :ref:`Adyen API key " "`, :ref:`Adyen Terminal Identifier `, en " ":guilabel:`Adyen Merchant Account`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3 msgid "Ingenico" msgstr "Ingenico" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " "your customers and ease the work of your cashiers." msgstr "" "Door een betaalterminal aan te sluiten kun je je klanten een vloeiende " "betalingsstroom bieden en het werk van je caissières verlichten." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9 msgid "" "Ingenico payment terminals require an :doc:`IoT system " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10 msgid "" "Ingenico is currently only available in Belgium, the Netherlands and " "Luxembourg." msgstr "" "Ingenico is momenteel alleen beschikbaar in België, Nederland en Luxemburg." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11 msgid "" "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as " "they support the TLV communication protocol through TCP/IP." msgstr "" "Odoo werkt met de Ingenico Lane/, Desk/, en Move/ betaalterminals omdat deze" " het TLV communicatieprotocol via TCP/IP ondersteunen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 msgid "Connect an IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20 msgid "" "Connecting an Ingenico payment terminal to Odoo is a feature that requires " "an IoT system. For more information on how to connect an IoT system to your " "database, please refer to the :doc:`IoT documentation " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25 msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX" msgstr "Configureer de Lane/Desk/Move 5000 terminals voor Ingenico BENELUX" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27 msgid "" "Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on " "Desk/5000 and Move/5000)." msgstr "" "Druk op de functietoets (:guilabel:`F` op Lane/5000, :guilabel:`⦿` op " "Desk/5000 en Move/5000)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29 msgid "" "Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings " "password." msgstr "" "Ga naar :menuselectie:`Kassa menu --> Instellingen Menu` en voer het " "instellingenwachtwoord in." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30 msgid "" "Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next " "screen." msgstr "" "Selecteer :guilabel:`Verbinding wijzigen` en druk op :guilabel:`OK` op het " "volgende scherm." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31 msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." msgstr "Selecteer :guilabel:`TCP/IP` en :guilabel:`IP-adres`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32 msgid "On the next screen, enter the IP address of your IoT system." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33 msgid "" "Enter `9000` as port number and press :guilabel:`OK` on the next screen." msgstr "" "Voer `9000` in als poortnummer en druk op :guilabel:`OK` op het volgende " "scherm." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35 msgid "" "At this point, the terminal restarts and should be displayed on the IoT " "system's form in Odoo." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field." " Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" "Schakel de betaalterminal in :ref:`in de applicatie-instellingen " "` en :doc:`creëer de bijbehorende betaalmethode " "<../../payment_methods>`. Stel het dagboektype in als :guilabel:`Bank` en " "selecteer :guilabel:`Ingenico` in het veld :guilabel:`Gebruik een " "betaalterminal`. Selecteer vervolgens je betaalterminal in het veld " ":guilabel:`Betalingsterminalapparaat`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:3 msgid "Mercado Pago" msgstr "Mercado Pago" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:9 msgid "" "Only **Point Smart** payment terminals in **Argentina**, **Brazil**, and " "**Mexico** are supported. They can be purchased on `Mercado Pago's website " "`_." msgstr "" "Alleen **Point Smart** betaalterminals in **Argentinië**, **Brazilië** en " "**Mexico** worden ondersteund. Je kunt ze kopen op de website van `Mercado " "Pago` `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:14 msgid "" "`Mercado Pago online payments `_" msgstr "" "`Mercado Pago online betalingen " "`_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:22 msgid "Create a `Mercado Pago account `_." msgstr "Maak een `Mercado Pago account `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:23 msgid "" "Associate your Point Smart terminal with a :guilabel:`store` and a " ":guilabel:`cash drawer` by following `Mercado Pago's documentation " "`_." msgstr "" "Associeer je Point Smart terminal met een :guilabel:`winkel` en een " ":guilabel:`kaslade` door `Mercado Pago's documentatie " "`_ te volgen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:27 msgid "" "All purchased terminals are automatically displayed on your Mercado " "dashboard." msgstr "" "Alle gekochte terminals worden automatisch weergegeven op je Mercado " "dashboard." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:29 msgid "" "Set your Point Smart terminal to the :guilabel:`Point of Sale` operation " "mode." msgstr "" "Stel je Point Smart terminal in op de :guilabel:`Point of Sale` " "bedrijfsmodus." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:32 msgid "Odoo does not support the :guilabel:`Standalone` operation mode." msgstr "Odoo ondersteunt de :guilabel:`Standalone` bedieningsmodus niet." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:34 msgid "" ":ref:`Create a Point Smart application `." msgstr "" ":ref:`Maak een Point Smart toepassing `." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:35 msgid ":ref:`Generate your credentials `." msgstr ":ref:`Genereer je referenties `." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:36 msgid "" ":ref:`Create and configure the related payment method `." msgstr "" ":ref:`Maak en configureer de gerelateerde betaalmethode `." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:41 msgid "Point Smart application" msgstr "Point Smart toepassing" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:43 msgid "" "Create a new application from Mercado Pago's `developer panel " "`_ by following `Mercado Pago's " "applications documentation `_, " "making sure you select :guilabel:`In person Payments`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:51 msgid "Credentials" msgstr "Inloggegevens" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:53 msgid "" "Once the Point Smart application is created, three credentials are required:" msgstr "" "Zodra de Point Smart applicatie is aangemaakt, zijn er drie referenties " "nodig:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:55 msgid "An access token that Odoo uses to call Mercado Pago." msgstr "Een toegangstoken dat Odoo gebruikt om Mercado Pago aan te roepen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:56 msgid "" "A webhook secret key that Odoo uses to authenticate notifications sent by " "Mercado Pago." msgstr "" "Een geheime sleutel voor webhooks die Odoo gebruikt om meldingen te " "verifiëren die door Mercado Pago worden verzonden." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:57 msgid "" "The **terminal serial number** at the back of your Point Smart terminal." msgstr "" "Het **serienummer** van de terminal op de achterkant van uw Point Smart " "terminal." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:59 msgid "" "Retrieve the access token and webhook secret key by following `Mercado " "Pago's credentials documentation " "`_. Then, copy and paste them into Odoo when " "creating the payment method." msgstr "" "Haal het toegangstoken en de geheime sleutel van de webhook op door `Mercado" " Pago's documentatie over referenties " "`_ te volgen. Kopieer en plak ze vervolgens in Odoo" " bij het aanmaken van de betaalmethode." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:64 msgid "" "For the webhooks configuration, add the URL of your Odoo database (e.g., " "`https://mycompany.odoo.com`) followed by `/pos_mercado_pago/notification` " "(e.g., `https://mycompany.odoo.com/pos_mercado_pago/notification`)." msgstr "" "Voor de webhooks configuratie voeg je de URL van je Odoo database toe " "(bijvoorbeeld `https://mycompany.odoo.com`) gevolgd door " "`/pos_mercado_pago/notificatie` (bijvoorbeeld " "`https://mycompany.odoo.com/pos_mercado_pago/notification`)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:0 msgid "Webhooks configuration on Mercado Pago." msgstr "Webhooks configuratie op Mercado Pago." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:74 msgid "Payment method" msgstr "Betaalmethode" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:76 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable :guilabel:`Mercado Pago` under the :guilabel:`Payment Terminals` " "section." msgstr "" "Ga naar :menuselection:`Kooppunt --> Configuratie --> Instellingen` en " "schakel :guilabel:`Mercado Pago` in onder het :guilabel:`Betalingsterminals`" " gedeelte." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:78 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:34 msgid "" ":doc:`Create the related payment method <../../payment_methods>` by going to" " :menuselection:`Point of Sale --> Configuration --> Payment Methods`." msgstr "" ":doc:`Maak de gerelateerde betaalmethode <../../payment_methods>` door naar " ":menuselection:`Point of Sale --> Configuratie --> Betaalmethoden` te gaan." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:80 msgid "Set the journal type as :guilabel:`Bank`" msgstr "Stel het dagboektype in als :guilabel:`Bank`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:81 msgid "" "Select :guilabel:`Mercado Pago` in the :guilabel:`Use a Payment Terminal` " "field." msgstr "" "Selecteer :guilabel:`Mercado Pago` in het :guilabel:`Gebruik een " "betaalterminal` veld." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:82 msgid "" "Fill in the mandatory fields with the :ref:`previously generated credentials" " `:" msgstr "" "Vul de verplichte velden in met de :ref:`eerder gegenereerde referenties " "`:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:85 msgid "" "Fill in the :guilabel:`Production user token` field using the access token." msgstr "" "Vul het :guilabel:`Productie gebruikerstoken` veld in met het toegangstoken." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:86 msgid "" "Fill in the :guilabel:`Production secret key` field using the webhook secret" " key." msgstr "" "Vul het :guilabel:`Productie geheime sleutel` veld in met de webhook geheime" " sleutel." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:87 msgid "" "Fill in the :guilabel:`Terminal S/N` field using the terminal serial number." " You can find it at the back of your terminal." msgstr "" "Vul het :guilabel:`Terminal S/N` veld in met het serienummer van de " "terminal. Je vindt het op de achterkant van je terminal." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:89 msgid "" "Click the :guilabel:`Force PDV` button to activate the Point of Sale mode." msgstr "" "Klik op de :guilabel:`Force PDV` knop om de Verkooppuntmodus te activeren." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst-1 msgid "Form to create a new payment method." msgstr "Formulier om een nieuwe betaalmethode aan te maken." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:94 msgid "" "Select the payment method by going to the :ref:`POS' settings " "` and adding it to the payment method under the " ":guilabel:`Payment Methods` field of the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:99 msgid "" "Any action made on the terminal should trigger a notification on the POS " "interface. Ensure the :ref:`webhook secret key ` is correctly configured if you are not notified." msgstr "" "Elke actie op de terminal moet een melding op de POS interface " "teweegbrengen. Zorg ervoor dat de :ref:`webhook geheime sleutel ` correct is geconfigureerd als je geen melding " "krijgt." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3 msgid "Razorpay" msgstr "Razorpay" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:5 msgid "" "Connecting a Razorpay payment terminal allows you to offer a fluid payment " "flow to your customers and ease the work of your cashiers." msgstr "" "Door een Razorpay betaalterminal aan te sluiten kun je je klanten een " "vloeiende betalingsstroom bieden en het werk van je caissières verlichten." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:9 msgid "" ":doc:`Use Razorpay as apayment provider. " "<../../../../finance/payment_providers/razorpay>`" msgstr "" ":doc:`Gebruik Razorpay als betalingsprovider. " "<../../../finance/payment_providers/razorpay>`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:17 msgid "Locate your Razorpay credentials" msgstr "Zoek je Razorpay-gegevens" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:19 msgid "" "`Create a Razorpay account `_ and set it up on their website." msgstr "" "`Maak een Razorpay account `_ en stel het in op hun website." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:22 msgid "" "You need the following credentials to set up the payment method in Odoo:" msgstr "" "Je hebt de volgende gegevens nodig om de betaalmethode in te stellen in " "Odoo:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:24 msgid "" "`API key `_" msgstr "" "`API sleutel `_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:25 msgid "Razorpay username" msgstr "Razorpay gebruikersnaam" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:26 msgid "" "Razorpay device serial number, which can be found underneath the device or " "on `Razorpay's dashboard `_." msgstr "" "Het serienummer van het Razorpay apparaat, dat je kunt vinden onder het " "apparaat of op `Razorpay's dashboard `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:32 msgid "" ":doc:`Activate the POS Razorpay module <../../../../general/apps_modules>` " "to enable the payment terminal." msgstr "" ":doc:`Activeer de POS Razorpay module <../../../general/apps_modules>` om de" " betaalterminal in te schakelen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:37 msgid "Set the :guilabel:`Journal` type as :guilabel:`Bank`." msgstr "Stel het :guilabel:`Journaal` type in als :guilabel:`Bank`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:38 msgid "" "Select :guilabel:`Razorpay` in the :guilabel:`Use a Payment Terminal` field." msgstr "" "Selecteer :guilabel:`Razorpay` in het :guilabel:`Gebruik een betaalterminal`" " veld." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:39 msgid "" "Enter your username in the :guilabel:`Razorpay Username` field and your " "device's serial number in the :guilabel:`Razorpay Device Serial No` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:41 msgid "" "Fill in the :guilabel:`Razorpay API Key` field with the :ref:`Razorpay API " "key `." msgstr "" "Vul het :guilabel:`Razorpay API Key` veld in met de :ref:`Razorpay API key " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:43 msgid "" "Set the :guilabel:`Razorpay Allowed Payment Modes` according to your needs." msgstr "" "Stel de :guilabel:`Razorpay Toegestane Betalingswijzen` in volgens je " "behoeften." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0 msgid "Razorpay connection form" msgstr "Razorpay verbindingsformulier" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:49 msgid "" "You can enable the :guilabel:`Razorpay Test Mode` field while testing or " "keep it unchecked for production." msgstr "" "Je kunt het :guilabel:`Razorpay Test Mode` veld inschakelen tijdens het " "testen of uitvinken voor productie." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:52 msgid "" "Once the payment method is created, you can enable it for your POS. To do " "so, go to the :ref:`POS' settings ` and add the " "payment method under the :guilabel:`Payment` section." msgstr "" "Zodra de betaalmethode is aangemaakt, kun je deze inschakelen voor je POS. " "Ga hiervoor naar de :ref:`POS' instellingen ` en voeg" " de betaalmethode toe onder de :guilabel:`Betaling` sectie." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:56 msgid "The terminal must have at least a 10% battery level to use it." msgstr "" "De terminal moet een batterijniveau van minstens 10% hebben om hem te kunnen" " gebruiken." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3 msgid "SIX" msgstr "SIX" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5 msgid "" "Connecting a SIX payment terminal allows you to offer a fluid payment flow " "to your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9 msgid "" "Even though Worldline has recently acquired SIX Payment Services and both " "companies use Yomani payment terminals, the firmware they run is different. " "Terminals received from Worldline are therefore not compatible with this " "integration." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 msgid "Install the POS IoT Six module" msgstr "Installeer de POS IoT Six module" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 msgid "" "To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the " ":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds " "the necessary driver and interface to your database to detect Six terminals." msgstr "" "Om de POS IoT Six module te activeren, ga je naar :guilabel:`Apps`, " "verwijder je de :guilabel:`Apps` filter en zoek je naar **POS IoT Six**. " "Deze module voegt het benodigde stuurprogramma en de interface toe aan je " "database om Six-terminals te detecteren." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "Deze module vervangt de module **POS Six**." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 msgid "" "Connecting a Six payment terminal to Odoo is requires :doc:`using an IoT " "system `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 msgid "Configure the terminal ID" msgstr "Terminal ID configureren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 msgid "" "Navigate to the IoT system's homepage, where you can find the " ":guilabel:`Six payment terminal` field once your database server is " "connected to the IoT system. Click :guilabel:`Configure`, fill in the " ":guilabel:`Terminal ID` field with the ID received from Six, and click " ":guilabel:`Connect`. Your Six terminal ID should appear in the " ":guilabel:`Current Terminal Id` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Setting the Six terminal ID" msgstr "De ID van de zesde terminal instellen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43 msgid "" "Odoo automatically restarts the IoT system when the Six terminal ID is " "configured. If your Six terminal is online, it will be automatically " "detected and connected to the database. Check the IoT system's homepage " "under the :guilabel:`Payments` section to confirm the connection." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Confirming the connection to the Six payment terminal" msgstr "De verbinding met de betaalterminal Six bevestigen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. " "Then, select your terminal device in the :guilabel:`Payment Terminal Device`" " field." msgstr "" "Schakel de betaalterminal in :ref:`in de applicatie-instellingen " "` en :doc:`creëer de bijbehorende betaalmethode " "<../../payment_methods>`. Stel het dagboektype in als :guilabel:`Bank` en " "selecteer :guilabel:`SIX IOT` in het veld :guilabel:`Gebruik een " "betaalterminal`. Selecteer vervolgens je terminalapparaat in het veld " ":guilabel:`Betalingsterminalapparaat`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "Een nieuwe betaalmethode aanmaken voor de SIX-betaalterminal" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3 msgid "Stripe" msgstr "Stripe" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9 msgid "" "Stripe payment terminals do not require an :doc:`IoT Box " "`" msgstr "" "Stripe betaalterminals hebben geen :doc:`IoT Box " "` nodig" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10 msgid "" "Stripe terminals can be used in many countries, but not worldwide. Check the" " `global availability for Stripe Terminal " "`_." msgstr "" "Stripe terminals kunnen in veel landen worden gebruikt, maar niet " "wereldwijd. Controleer de `globale beschikbaarheid voor Stripe Terminal " "`_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12 msgid "" "Stripe's integration works with `Stripe Terminal smart readers " "`_" msgstr "" "De integratie van Stripe werkt met `Stripe Terminal slimme lezers " "`_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15 msgid "" ":doc:`Stripe as payment provider " "<../../../../finance/payment_providers/stripe>`" msgstr "" ":doc:`Stripe als betalingsprovider " "<../../../finance/payment_providers/stripe>`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16 msgid "" "`List of payment methods supported by Stripe " "`_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24 msgid "" "Activate **Stripe** in the settings by going to :menuselection:`Point of " "Sale --> Configuration --> Settings --> Payment Terminals` and enabling " ":guilabel:`Stripe`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27 msgid "Then, create the payment method:" msgstr "Maak vervolgens de betaalmethode aan:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:29 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " "click :guilabel:`Create`, and complete the :guilabel:`Method` field with " "your payment method's name;" msgstr "" "Ga naar :menuselectie:`Kooppunt --> Configuratie --> Betaalmethoden`, klik " "op :guilabel:`Maken` en vul het :guilabel:`Methode` veld in met de naam van " "je betaalmethode;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:31 msgid "" "Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" " a Payment Terminal` field as :guilabel:`Stripe`;" msgstr "" "Stel het :guilabel:`Journaal` veld in als :guilabel:`Bank` en het " ":guilabel:`Gebruik een betaalautomaat` veld als :guilabel:`Stripe`;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:33 msgid "" "Enter your payment terminal serial number in the :guilabel:`Stripe Serial " "Number` field;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34 msgid "" "Click :guilabel:`Don't forget to complete Stripe connect before using this " "payment method.`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "payment method creation form" msgstr "formulier voor het aanmaken van een betaalmethode" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:41 msgid "" "Click :guilabel:`Identify Customer` to allow this payment method " "**exclusively** for identified customers. For any unidentified customers to " "be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " "unchecked." msgstr "" "Klik op :guilabel:`Identificeer klant` om deze betaalmethode **exclusief** " "toe te staan voor geïdentificeerde klanten. Als je wilt dat niet-" "geïdentificeerde klanten met Stripe kunnen betalen, laat je het " ":guilabel:`Identify Customer` veld uitgevinkt." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:44 msgid "" "The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" " can stay empty to use the default accounts." msgstr "" "De :guilabel:`Openstaande rekening` en de :guilabel:`Tussenrekening` kunnen " "leeg blijven om de standaardrekeningen te gebruiken." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:46 msgid "" "Find your payment terminal serial number under the device or on `Stripe's " "dashboard `_." msgstr "" "Zoek het serienummer van je betaalterminal onder het apparaat of op " "`Stripe's dashboard `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50 msgid "Connect Stripe to Odoo" msgstr "Stripe verbinden met Odoo" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:52 msgid "" "Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " "configuration page. Fill in all the information to create your Stripe " "account and link it with Odoo. Once the forms are completed, the API keys " "(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" " **Stripe's** website. To do so, click :guilabel:`Get your Secret and " "Publishable keys`, click the keys to copy them, and paste them into the " "corresponding fields in Odoo. Your terminal is ready to be configured in a " "POS." msgstr "" "Klik op :guilabel:`Connect Stripe`. Hierdoor word je automatisch " "doorgestuurd naar een configuratiepagina. Vul alle informatie in om je " "Stripe account aan te maken en te koppelen met Odoo. Zodra de formulieren " "zijn ingevuld, kun je de API-sleutels (:guilabel:`Publishable Key` en " ":guilabel:`Secret Key`) ophalen op **Stripe's** website. Klik hiervoor op " ":guilabel:`Geheime en publiceerbare sleutels ophalen`, klik op de sleutels " "om ze te kopiëren en plak ze in de corresponderende velden in Odoo. Je " "terminal is klaar om te worden geconfigureerd in een kassa." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "formulier voor stripe-aansluiting" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:64 msgid "" "When you use **Stripe** exclusively in Point of Sale, you only need the " "**Secret Key** to use your terminal." msgstr "" "Als je **Stripe** uitsluitend in Point of Sale gebruikt, heb je alleen de " "**Secret Key** nodig om je terminal te gebruiken." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:66 msgid "" "When you use Stripe as **payment provider**, the :guilabel:`State` can stay " "set as :guilabel:`Disabled`." msgstr "" "Als je Stripe gebruikt als **betalingsprovider**, kan de :guilabel:`State` " "ingesteld blijven als :guilabel:`Disabled`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:68 msgid "" "For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " "does not work. To retrieve the API keys manually, log in to your `Stripe " "dashboard `_, type `API` in the search bar, " "and click :guilabel:`Developers > API`." msgstr "" "Voor databases die **On-Premise** worden gehost, werkt de :guilabel:`Connect" " Stripe` knop niet. Om de API-sleutels handmatig op te halen, log je in op " "je `Stripe dashboard `_, typ je `API` in de " "zoekbalk en klik je op :guilabel:`Developers > API`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Configure the payment terminal" msgstr "De betaalterminal configureren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:76 msgid "" "Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " "admin PIN code, validate and select your network." msgstr "" "Veeg naar rechts op je betaalterminal, klik op :guilabel:`Instellingen`, " "voer de beheerders-PIN-code in, valideer en selecteer je netwerk." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80 msgid "The user's device and the terminal must share the same network." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81 msgid "In case of a Wi-Fi connection, the network must be secured." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82 msgid "" "You must enter the admin PIN code to access your payment terminal settings. " "By default, this code is `07139`." msgstr "" "Je moet de beheerders-PIN-code invoeren om toegang te krijgen tot de " "instellingen van je betaalterminal. Standaard is deze code `07139`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:116 msgid "Link the payment method to a POS" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88 msgid "" "To add a **payment method** to your point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " "POS, scroll down to the :guilabel:`Payments` section, and add your payment " "method for **Stripe** in the :guilabel:`Payment Methods` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 msgid "Troubleshooting" msgstr "Problemen oplossen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:96 msgid "Payment terminal unavailable in your Stripe account" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98 msgid "" "If the payment terminal is unavailable in your Stripe account, you must add " "it manually:" msgstr "" "Als de betaalterminal niet beschikbaar is in je Stripe account, moet je deze" " handmatig toevoegen:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:100 msgid "" "Log into your `Stripe's dashboard `_ and go to" " :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" msgstr "" "Log in op je `Stripe's dashboard `_ en ga naar" " :menuselectie:`Stripe dashboard --> Betalingen --> Lezers --> Locaties`;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:102 msgid "" "Add a location by clicking the :guilabel:`+ New` button or selecting an " "already created location;" msgstr "" "Voeg een locatie toe door op de :guilabel:`+ Nieuw` knop te klikken of een " "reeds aangemaakte locatie te selecteren;" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:103 msgid "" "Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " "in the required information." msgstr "" "Klik op de :guilabel:`+ Nieuw` knop in het :guilabel:`Lezers` vak en vul de " "benodigde informatie in." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:107 msgid "" "You must provide a **registration code**. To retrieve that code, swipe right" " on your device, enter the admin PIN code (by default: `07139`), validate, " "and click :guilabel:`Generate a registration code`." msgstr "" "Je moet een **registratiecode** opgeven. Om die code op te halen, veeg je " "naar rechts op je apparaat, voer je de beheerders-PIN-code in (standaard: " "`07139`), valideer je en klik je op :guilabel:`Genereer een " "registratiecode`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:3 msgid "Viva Wallet" msgstr "Viva Wallet" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:5 msgid "" "Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows " "you to offer a fluid payment flow to your customers and ease the work of " "your cashiers." msgstr "" "Door een **Viva Wallet** :doc:`betaalterminal <../terminals>` aan te " "sluiten, kun je je klanten een vloeiende betalingsstroom bieden en het werk " "van je caissières verlichten." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:9 msgid "" "Viva Wallet lets you turn your phone into a mobile card reader: `Tap On " "Phone `_." msgstr "" "Met Viva Wallet kun je van je telefoon een mobiele kaartlezer maken: `Tap op" " telefoon `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:15 msgid "" "Start by creating your Viva Wallet account on `Viva Wallet's website " "`_." msgstr "" "Begin met het aanmaken van je Viva Wallet account op de website van `Viva " "Wallet `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:18 msgid "Locate your Viva Wallet credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:20 msgid "" "When configuring Viva Wallet in Point of Sale, you need to use specific " "credentials that are available in your Viva Wallet account. These " "credentials include your :ref:`Merchant ID `, :ref:`API " "key `, :ref:`POS API credentials `," " and :ref:`Terminal ID ` number." msgstr "" "Bij het configureren van Viva Wallet in Point of Sale, moet je specifieke " "referenties gebruiken die beschikbaar zijn in je Viva Wallet account. Deze " "referenties omvatten je :ref:`Merchant ID `, :ref:`API " "key `, :ref:`POS API credentials `," " en :ref:`Terminal ID ` nummer." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:28 msgid "Merchant ID and API key" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:30 msgid "" "Locate your `Merchant ID and API key following the Viva documentation " "`_. Then, save the keys and paste them " "into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key` fields " ":ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "merchant ID and API key fields" msgstr "merchant ID en API-sleutel velden" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:39 msgid "These credentials are used for APIs that authenticate with Basic Auth." msgstr "" "Deze referenties worden gebruikt voor API's die authenticeren met Basic " "Auth." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:44 msgid "POS API credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:46 msgid "" "Locate and generate your `POS API credentials following the Viva " "documentation `_. Then, save the keys and paste " "them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID` fields " ":ref:`when creating the payment method `." msgstr "" "Zoek en genereer je `POS API credentials volgens de Viva documentatie " "`_. Sla de sleutels vervolgens op en plak " "ze in de Odoo :guilabel:`Client secret` en :guilabel:`Client ID` velden " ":ref:`bij het aanmaken van de betaalmethode `." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:52 msgid "" "These credentials are only displayed once. Ensure you keep a copy to secure " "them." msgstr "" "Deze referenties worden maar één keer weergegeven. Zorg ervoor dat je een " "kopie bewaart om ze veilig te stellen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "Client secret and client ID fields" msgstr "Velden voor cliëntgeheim en cliënt-ID" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:58 msgid "" "These credentials are used for Android and iOS POS Activation requests, as " "well as the Cloud Terminal API." msgstr "" "Deze referenties worden gebruikt voor activeringsverzoeken voor Android en " "iOS POS en voor de Cloud Terminal API." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:64 msgid "Terminal ID" msgstr "Terminal-ID" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:66 msgid "Your terminal ID number is used to identify your terminal. To find it:" msgstr "" "Je terminal ID nummer wordt gebruikt om je terminal te identificeren. Om het" " te vinden:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:68 msgid "Go to your Viva Wallet account and select the relevant account." msgstr "Ga naar je Viva Wallet account en selecteer de relevante account." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:69 msgid "" "Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the" " navigation menu." msgstr "" "Ga naar :menuselectie:`Verkoop --> Fysieke betalingen --> Kaartterminals` in" " het navigatiemenu." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:71 msgid "" "The terminal ID number is located under the :guilabel:`Terminal ID (TID)` " "column. Save it to paste it into the :guilabel:`Terminal ID` field " ":ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "Viva terminal ID" msgstr "Viva terminal ID" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:83 msgid "" ":doc:`Activate the POS Viva Wallet module " "<../../../../general/apps_modules>` to enable the payment terminal." msgstr "" ":doc:`Activeer de POS Viva Wallet module <../../../general/apps_modules>` om" " de betaalterminal in te schakelen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:85 msgid "" ":doc:`Create the related payment method <../../payment_methods>` by going to" " :menuselection:`Point of Sale --> Configuration --> Payment Methods` and " "clicking :guilabel:`New`." msgstr "" ":doc:`Maak de gerelateerde betaalmethode <../../payment_methods>` door naar " ":menuselection:`Point of Sale --> Configuration --> Payment Methods` te gaan" " en op :guilabel:`New` te klikken." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:88 msgid "Set the journal type as :guilabel:`Bank`." msgstr "Stel het dagboektype in als :guilabel:`Bank`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:89 msgid "" "Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` " "field." msgstr "" "Selecteer :guilabel:`Viva Wallet` in het :guilabel:`Gebruik een " "betaalterminal` veld." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:90 msgid "Fill in the mandatory fields with your:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:92 msgid ":ref:`Merchant ID and API key `" msgstr ":ref:`Handelaar ID en API sleutel `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:93 msgid ":ref:`Client ID and Client secret `" msgstr ":ref:`Client ID en Clientgeheim `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:94 msgid ":ref:`Terminal ID `" msgstr ":ref:`Terminal ID `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:96 msgid "" "Save the form and copy the generated webhook URL from the :guilabel:`Viva " "Wallet Webhook Endpoint` field. This URL is necessary :ref:`when configuring" " the webhook `." msgstr "" "Sla het formulier op en kopieer de gegenereerde webhook URL uit het " ":guilabel:`Viva Wallet Webhook Endpoint` veld. Deze URL is nodig :ref:`bij " "het configureren van de webhook `." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:106 msgid "Configure the webhook" msgstr "De webhook configureren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:108 msgid "" "Webhooks allow you to receive real-time notifications whenever a transaction" " occurs within your Viva Wallet account. Set them up for `payment " "transactions following the Viva documentation " "`_." msgstr "" "Webhooks maken het mogelijk om real-time meldingen te ontvangen wanneer er " "een transactie plaatsvindt binnen je Viva Wallet account. Stel ze in voor " "`betalingstransacties volgens de Viva documentatie " "`_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:113 msgid "" "`Setting up webhooks `_" msgstr "" "`Instellen van webhooks `_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:118 msgid "" "You can select the payment method in your POS settings once the payment " "method is created. To do so, go to the :ref:`POS' settings " "` and add the payment method under the " ":guilabel:`Payment methods` field of the :guilabel:`Payment` section." msgstr "" "Je kunt de betaalmethode selecteren in je POS-instellingen zodra de " "betaalmethode is aangemaakt. Ga hiervoor naar de :ref:`POS' instellingen " "` en voeg de betaalmethode toe onder het " ":guilabel:`Betaalmethoden` veld van de :guilabel:`Betaling` sectie." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" msgstr "Worldline" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 msgid "" "Worldline payment terminals require an :doc:`IoT Box " "`." msgstr "" "Worldline betaalterminals vereisen een :doc:`IoT Box " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10 msgid "" "Worldline is currently only available in Belgium, the Netherlands and " "Luxembourg." msgstr "" "Worldline is momenteel alleen beschikbaar in België, Nederland en Luxemburg." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11 msgid "" "Odoo is compatible with Worldline terminals that use the CTEP protocol " "(e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact " "your payment provider to ensure your terminal's compatibility." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21 msgid "" "Connecting a Worldline Payment Terminal to Odoo is a feature that requires " "an IoT system. For more information on how to connect one to your database, " "please refer to the :doc:`IoT documentation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 msgid "Configure the protocol" msgstr "Het protocol configureren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> " "CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent " "screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). " "Finally, press **Stop** three times; the terminal automatically restarts." msgstr "" "Klik in je terminal op :menuselection:`\".\" --> 3 --> stop --> 3 --> 0 --> " "9`. Voer het technicuswachtwoord **\"1235789\"** in en klik op " ":menuselection:`OK --> 4 --> 2`. Klik vervolgens op :menuselectie:`Wijzig " "--> CTEP (als Protocole ECR) --> OK`. Klik drie keer op **OK** op de " "volgende schermen (*CTEP ticket ECR*, *ECR ticketbreedte* en *Character " "set*). Druk ten slotte drie keer op **Stop**; de terminal start automatisch " "opnieuw op." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 msgid "Set the IP address" msgstr "Stel het IP-adres in" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> " "TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`" " (*TCP Configuration client* screen)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42 msgid "Finally, set up the hostname and port number." msgstr "Stel ten slotte de hostnaam en het poortnummer in." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Hostname" msgstr "Hostnaam" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48 msgid "" "To set up the hostname, enter your IoT system's IP address' sequence numbers" " and press **OK** at each \".\" until you reach the colon symbol." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49 msgid "Then, press **OK** twice." msgstr "Druk vervolgens twee keer op **OK**." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "Here's an IP address sequence: `10.30.19.4:8069`." msgstr "Hier is een IP-adresreeks: `10.30.19.4:8069`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "" "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> " "19 --> OK --> 4 --> OK --> OK`." msgstr "" "Typ in het *Hostname scherm* :menuselection:`10 --> OK --> 30 --> OK --> 19 " "--> OK --> 4 --> OK --> OK`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57 msgid "" "Your IoT system's IP address is available on the :ref:`IoT system's card in " "the IoT app `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:61 msgid "Port number" msgstr "Porteren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63 msgid "" "On the *Port number* screen, enter **9001** (or **9050** for Windows) and " "click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> " "OK`. Click on **Stop** three times; the terminal automatically restarts." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:68 msgid "" "For the :doc:`Windows virtual IoT `, the `9050` " "port must be added as a :ref:`Windows Firewall exception `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` " "field. Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" "Schakel de betaalterminal in :ref:`in de applicatie-instellingen " "` en :doc:`creëer de bijbehorende betaalmethode " "<../../payment_methods>`. Stel het dagboektype in als :guilabel:`Bank` en " "selecteer :guilabel:`Worldline` in het veld :guilabel:`Gebruik een " "betaalterminal`. Selecteer vervolgens je betaalterminal in het veld " ":guilabel:`Betalingsterminalapparaat`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 msgid "Technician password: `1235789`" msgstr "Technicus wachtwoord: `1235789`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89 msgid "" "To reach Wordline's technical assistance, call `02 727 61 11` and choose " "\"merchant\". Your call is automatically transferred to the desired service." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91 msgid "" "Configure the cashier terminal if you have both a customer and a cashier " "terminal." msgstr "" "Configureer de kassaterminal als je zowel een klant- als een kassaterminal " "hebt." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" "Om te voorkomen dat de terminal geblokkeerd raakt, moet je van tevoren de " "initiële configuratie controleren." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93 msgid "" "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." msgstr "" "Stel een vast IP in op de router van je IoT Box om te voorkomen dat je de " "verbinding verliest." #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:3 msgid "Marketing features" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:5 msgid "" "Use your POS system to engage with customers directly by sending them " "promotional offers via email or WhatsApp." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:9 msgid "Storing contact details" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:11 msgid "" "This feature requires your customer's contact details, either their email " "address or phone number." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:13 msgid "" "**Email addresses**: automatically collected and saved in POS orders when " "sending a receipt by email." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:15 msgid "" "**Phone numbers**: to store phone numbers when sending receipts on WhatsApp " "or by SMS," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:17 msgid "" "Go to :menuselection:`Configuration --> Settings` and scroll to the " ":guilabel:`Bills & Receipts` section;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:19 msgid "" "Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` " "option(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "setting to enable to store phone numbers when sending receipts" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:24 msgid "" "If a customer’s contact information is missing, it will be automatically " "saved in POS orders when the receipt is sent via email, SMS, or WhatsApp." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:28 msgid "" "From a POS order form, navigate to the :guilabel:`Contact Info` category " "under the :guilabel:`Extra Info` tab, then click the email icon or whatsapp " "icon to send standalone marketing messages." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:0 msgid "pos orders form's standalone marketing message option" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:36 msgid "Email marketing" msgstr "E-mailmarketing" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:38 msgid "To send marketing emails to your customers from POS orders," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:40 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:101 msgid "Go to :menuselection:`Point of Sale --> Orders --> Orders`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:41 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:102 msgid "Select the orders;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:42 msgid "" "Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown " "menu." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:44 msgid "" "Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "mail composer view" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:51 msgid "" "Save some time by saving your content as a template. Click the vertical " "ellipsis button and select your template under the :guilabel:`Insert " "Template` section." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:53 msgid "" "You can also save your content as template for later use. Click the vertical" " ellipsis button and select :guilabel:`Save as Template`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:57 msgid "" "Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and" " track its results in the :doc:`Email Marketing app " "<../../marketing/email_marketing>`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:59 msgid "" "If an email address is not related to an existing customer, a new customer " "is automatically created when sending marketing emails." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:63 msgid "" ":doc:`Use the email marketing app for more advanced marketing features " "<../../marketing/email_marketing>`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:67 msgid "Whatsapp marketing" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:74 msgid "" "You first need to enable the related server action to send WhatsApp " "marketing messages from your POS using the phone numbers collected from POS " "orders. To do so," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:77 msgid "Go to the WhatsApp application;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:78 msgid "Create a new :ref:`WhatsApp template `;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:79 msgid "Configure the fields:" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:81 msgid ":guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:82 msgid ":guilabel:`Category` field to :guilabel:`Marketing`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:83 msgid "" ":guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer " "> Phone`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:84 msgid "Click :guilabel:`Submit for Approval`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:85 msgid "" "Once approved, click the :guilabel:`Allow Multi` button to create a server " "action in the POS orders list view." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "approved and configured for marketing uses whatsapp template" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:92 msgid "" "If you modify the template's content, you must request for approval again, " "as its status returns to the :guilabel:`Draft` state." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:96 msgid ":doc:`WhatsApp configuration <../../productivity/whatsapp>`" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:99 msgid "Send WhatsApp marketing messages" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:103 msgid "" "Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the " "dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:105 msgid "" "Doing so opens a WhatsApp message composing form. Select the desired " "marketing template in the :guilabel:`Template` field and hit :guilabel:`Send" " Message`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "whatsapp composer view" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:112 msgid "" "To use WhatsApp marketing in the Point of Sale, approved marketing templates" " must have the :guilabel:`Allow Multi` option enabled and :guilabel:`Point " "of Sale Orders` selected in the :guilabel:`Applies to` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:115 msgid "" "If the server action is displayed without a properly configured template, an" " error message appears. Click :guilabel:`Configure Templates` and complete " "the :ref:`WhatsApp setup ` steps." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:120 msgid ":doc:`../../productivity/whatsapp`" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:3 msgid "Preparation display" msgstr "Keukenscherm" #: ../../content/applications/sales/point_of_sale/preparation.rst:5 msgid "" "The preparation display feature allows you to handle POS orders requiring " "preparation. Concretely," msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:7 msgid "" "**For retail**: The preparation team is notified after a payment is " "completed at the POS to gather the purchased items for customer pickup." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:9 msgid "" "**For restaurants**: POS orders inform the kitchen of the meals to be " "prepared." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:14 msgid "To enable the preparation display feature," msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:17 msgid "Scroll down to the :guilabel:`Preparation` section." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:18 msgid "Check the :guilabel:`Preparation Display` option." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "Setting to enable the preparation display feature" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:24 msgid "To create and set up a preparation display," msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:26 msgid "" "Go to :menuselection:`Point of Sale --> Orders --> Preparation Display`" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:27 msgid "Click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:28 msgid "" "Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, " "`Bar`)" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:29 msgid "Set it up:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:31 msgid "" ":guilabel:`Point of Sale`: Select the POS that sends orders to this display." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:32 msgid "" ":guilabel:`Product categories`: Specify the POS :guilabel:`Product " "categories` sent to this display." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:34 msgid "" ":guilabel:`Stages`: Define the steps required for the orders to be ready." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:36 msgid "Click :guilabel:`Add a line` to add a stage." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:37 msgid "Assign specific colors to each stage for clarity (optional)." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:38 msgid "" "Define an :guilabel:`Alert timer (min)` for each stage to indicate the " "expected processing time." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "preparation display set-up form" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:46 msgid "" "To edit a pre-existing preparation display, click the vertical ellipsis " "button (:icon:`fa-ellipsis-v`) on the display's card and select " ":guilabel:`Configure`." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:52 msgid "" "Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to " "get an overview of all your displays." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "Kanban view of the preparation display" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:59 msgid "The display card shows:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:61 msgid "The configured stages." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:62 msgid "The number of orders currently :guilabel:`In progress`." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:63 msgid "" "The :guilabel:`Average time` employees usually take to complete an order." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:66 msgid "" "Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for " "quicker access." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:69 msgid "Using the preparation display" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:71 msgid "" "To access the preparation display, click :guilabel:`Preparation Screen`. " "This interface, designed for employees, shows:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:74 msgid "" "**Stages and order count**: Displays the progress of orders across stages " "such as `To prepare`, `Ready`, and `Completed`, along with the number of " "orders in each stage." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:76 msgid "" "**Ordered products by category**: Lists all items in progress, grouped by " "POS categories (e.g., `Drinks`, `Food`)." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:78 msgid "**Order cards**: Summarizes individual orders, including:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:80 msgid "Associated tables and order numbers." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:81 msgid "Status, such as `Ready`, highlighted with the defined colors." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:82 msgid "Waiting time, with visual indicators." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:85 msgid "" "The duration indicator turns red if the elapsed time exceeds the predefined " "alert time." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "the preparation display interface with orders to process." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:91 msgid "To update order progress:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:93 msgid "Click items on the order card to cross them off individually." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:94 msgid "Click the order card itself to mark all items at once." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:95 msgid "" "The card automatically moves to the next stage once every item is crossed " "off." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:96 msgid "" "Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the " "previous stage if you mistakenly sent it to the next stage." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:102 msgid "" "In parallel, click :guilabel:`Order Status Screen` to open the customer " "interface. This interface, designed for customers, provides an overview of " "orders that are:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:105 msgid ":guilabel:`Ready` for pickup." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:106 msgid ":guilabel:`Almost there`, indicating they are taken care of." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:109 msgid "The order number can be found at the top of the customer's receipt." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "Prijskenmerken" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "Kasafronding" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5 msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." msgstr "" "**Kasgeld afronden** is nodig als de laagste fysieke denominatie van valuta," " of de kleinste munt, hoger is dan de minimum rekeneenheid." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9 msgid "" "For example, some countries require their companies to round up or down the " "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." msgstr "" "Sommige landen eisen bijvoorbeeld van hun bedrijven dat ze het totaalbedrag " "van een factuur naar boven of beneden afronden op de dichtstbijzijnde vijf " "cent, als de betaling contant wordt gedaan." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13 msgid "" "Each point of sale in Odoo can be configured to apply cash rounding to the " "totals of its bills or receipts." msgstr "" "Elk verkooppunt in Odoo kan worden geconfigureerd om afronding toe te passen" " op de totalen van de facturen of kassabonnen." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable *Cash Rounding*, then click on *Save*." msgstr "" "Ga naar :menuselectie:`Kooppunt --> Configuratie --> Instellingen` en " "schakel *Kasafronding* in en klik vervolgens op *Opslaan*." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "open the point of sale you want to configure, and enable the *Cash Rounding*" " option." msgstr "" "Ga naar :menuselectie:`Kooppunt --> Configuratie --> Verkooppunt`, open het " "verkooppunt dat je wilt configureren en schakel de optie *Kasafronding* in." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29 msgid "" "To define the **Rounding Method**, open the drop-down list and click on " "*Create and Edit...*." msgstr "" "Om de **Afrondingsmethode** te definiëren, open je de vervolgkeuzelijst en " "klik je op *Creëer en bewerk...*." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32 msgid "" "Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*," " then save both the Rounding Method and your Point of Sale settings." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39 msgid "" "All total amounts of this point of sale now add a line to apply the rounding" " according to your settings." msgstr "" "Alle totaalbedragen van dit verkooppunt voegen nu een regel toe om de " "afronding toe te passen volgens jouw instellingen." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46 msgid "" "Odoo Point of Sale only supports the :guilabel:`Add a rounding line` " "rounding strategy." msgstr "" "Odoo Point of Sale ondersteunt alleen de :guilabel:`Een afrondingsregel " "toevoegen` afrondingsstrategie." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "Kortingslabels (barcodescanner)" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5 msgid "" "If you want to sell your products with a discount, for a product getting " "close to its expiration date for example, you can use discount tags. They " "allow you to scan discount barcodes." msgstr "" "Als je je producten met korting wilt verkopen, bijvoorbeeld voor een product" " waarvan de houdbaarheidsdatum bijna is verstreken, kun je kortingslabels " "gebruiken. Hiermee kun je barcodes met korting scannen." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10 msgid "To use discount tags you will need to use a barcode scanner." msgstr "Om kortingslabels te gebruiken heb je een barcodescanner nodig." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "Barcode nomenclatuur" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "" "Om korting labels te gebruiken moeten we de barcode nomenclaturen leren." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17 msgid "" "Let's say you want to have a discount for the product with the following " "barcode:" msgstr "" "Laten we zeggen dat u een korting wilt voor het product met de volgende " "barcode:" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23 msgid "" "You can find the *Default Nomenclature* under the settings of your PoS " "interface." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:32 msgid "" "Let's say you want 50% discount on a product you have to start your barcode " "with 22 (for the discount barcode nomenclature) and then 50 (for the %) " "before adding the product barcode. In our example, the barcode would be:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "Scan de producten & labels" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43 msgid "You first have to scan the desired product (in our case, a lemon)." msgstr "U moet eerst het gewenste product scannen (in ons geval een citroen)." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48 msgid "" "And then scan the discount tag. The discount will be applied and you can " "finish the transaction." msgstr "" "En scan dan het kortingslabel. De korting wordt toegepast en je kunt de " "transactie afronden." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "Discounts" msgstr "Kortingen" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5 msgid "" "By offering discounts, you can entice your customers and drastically " "increase your revenue. It is vital to offer discounts, whether they are " "time-limited, seasonal or manually given." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9 msgid "" "To manage discounts, Odoo has powerful features that help set up a pricing " "strategy tailored to every business." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "Manuele kortingen toepassen" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15 msgid "" "If you seldom use discounts, applying manual ones might be the easiest " "solution for your Point of Sale." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18 msgid "" "You can either apply a discount on the whole order or on specific products " "inside an order." msgstr "" "Je kunt een korting toepassen op de hele bestelling of op specifieke " "producten binnen een bestelling." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "Een korting toepassen op een product" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "Gebruik in de interface van je PoS-sessie de knop *Disc*." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "Weergave van de kortingsknop voor handmatige korting" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30 msgid "" "Then, you can input a discount over the product that is currently selected." msgstr "" "Vervolgens kun je een korting invoeren op het product dat op dat moment is " "geselecteerd." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "Een globale korting toepassen" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36 msgid "" "To apply a discount on the whole order, go to :menuselection:`Point of Sales" " --> Configuration --> Point of Sale` and select your PoS." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "" "Selecteer op je PoS-formulier *Globale kortingen* onder de categorie " "*Prijzen*." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "" "Weergave van de functie die moet worden ingeschakeld voor wereldwijde " "korting" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "Nu verschijnt er een nieuwe knop *Korting* op je PoS-interface." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the button to use for global discount via the pos interface" msgstr "Weergave van de knop voor globale korting via de pos-interface" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "Klik erop en voer de gewenste korting in." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "Weergave van de aangeboden korting in het betalingsoverzicht" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58 msgid "" "On this example, there is a global discount of 50% as well as a specific 50%" " discount on oranges." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "Tijdgebonden kortingen toepassen" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64 msgid "" "To activate time-limited discounts, you must activate the *Pricelists* " "feature. To do so, go to :menuselection:`Point of Sales --> Configuration " "--> Point of Sale` and open your PoS. Then, enable the pricelist feature." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "Weergave van de prijslijstfunctie" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73 msgid "" "Once activated, you must choose the pricelists you want to make available in" " the PoS and define a default one." msgstr "" "Eenmaal geactiveerd moet je de prijslijsten kiezen die je beschikbaar wilt " "maken in de PoS en een standaard prijslijst definiëren." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "Maak een prijslijst" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79 msgid "" "By default, Odoo has a *Public Pricelist* configured. To create more, go to " ":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on " "create." msgstr "" "Odoo heeft standaard een *Publieke Prijslijst* geconfigureerd. Om er meer te" " maken, ga je naar :menuselectie:`Kooppunt --> Producten --> Prijslijsten`. " "Klik dan op aanmaken." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83 msgid "" "When creating a pricelist, you can set several criteria to use a specific " "price: period, min. quantity, etc. You can also decide to apply that " "pricelist on specific products or on the whole range." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "Een prijslijst gebruiken met de PoS-interface" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94 msgid "" "On the PoS interface, a new button appears. Use it to select a pricelist." msgstr "" "Op de PoS-interface verschijnt een nieuwe knop. Gebruik deze om een " "prijslijst te selecteren." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "" "View of the button to use for time-limited discounts via the pos interface" msgstr "Weergave van de knop voor tijdelijke kortingen via de pos-interface" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101 msgid "" "Click on it to instantly update the prices with the selected pricelist. " "Then, you can finalize the order." msgstr "" "Klik erop om de prijzen direct bij te werken met de geselecteerde " "prijslijst. Daarna kun je de bestelling afronden." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:3 msgid "Electronic shelf labels" msgstr "Elektronische schapetiketten" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:5 msgid "" "Electronic shelf labels allow you to display product information like prices" " and barcodes on store shelves and to synchronize them remotely from the " "backend. This removes the need to print new labels when product information " "changes." msgstr "" "Met elektronische schapetiketten kun je productinformatie zoals prijzen en " "barcodes weergeven op winkelschappen en deze op afstand synchroniseren " "vanuit de backend. Hierdoor hoef je geen nieuwe etiketten af te drukken als " "de productinformatie verandert." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "electronic label from Pricer" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:13 msgid "Odoo uses electronic labels from `Pricer `_." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:19 msgid "Pricer setup" msgstr "Prijsstelling" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:21 msgid "" "`Get in touch with Pricer `_ to create and " "configure your Pricer account." msgstr "" "neem contact op met Pricer `_ om je Pricer " "account aan te maken en te configureren." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:23 msgid "Create your stores: one pricer store equates to one physical store." msgstr "" "Creëer je winkels: één pricer store staat gelijk aan één fysieke winkel." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:24 msgid "Link as many transceivers as needed to the Pricer store(s)." msgstr "Koppel zoveel zendontvangers als nodig aan de Priceer store(s)." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:25 msgid "" "Create the following variables to share product information between your " "Odoo database system and Pricer. These variables act like placeholders on " "the label template." msgstr "" "Maak de volgende variabelen aan om productinformatie te delen tussen je Odoo" " database systeem en Pricer. Deze variabelen fungeren als plaatshouders op " "het labelsjabloon." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:28 msgid "" "`itemId`: this holds the unique internal identifier assigned to each product" msgstr "" "`itemId`: dit bevat de unieke interne identificatie die aan elk product " "wordt toegewezen" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:29 msgid "`itemName`: the actual name of the product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:30 msgid "" "`price`: the selling price of the product, including any applicable taxes" msgstr "" "`prijs`: de verkoopprijs van het product, inclusief eventuele belastingen" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:31 msgid "" "`presentation`: the template name used in Pricer for displaying the product " "information on the label" msgstr "" "`presentatie`: de sjabloonnaam die wordt gebruikt in Pricer voor het " "weergeven van de productinformatie op het etiket" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:33 msgid "`currency`: the currency of your company (e.g., USD, EUR)" msgstr "valuta\": de valuta van je bedrijf (bijv. USD, EUR)" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:34 msgid "`barcode`: the barcode number associated with each product" msgstr "`barcode`: het barcodenummer dat bij elk product hoort" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:37 msgid "" "The names for these variables must be **identical** in your Pricer database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:39 msgid "" "Create a template named `NORMAL`. This template is used to display " "information on your digital tags." msgstr "" "Maak een sjabloon met de naam `NORMAL`. Deze sjabloon wordt gebruikt om " "informatie op je digitale tags weer te geven." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:42 msgid "" "Once your account, stores, variables, and template are configured on Pricer," " you can proceed with the setup of your Odoo database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:46 msgid "" "The account associated with your Pricer store must have access to send API " "requests to Pricer." msgstr "" "Het account dat gekoppeld is aan je Pricer winkel moet toegang hebben om " "API-verzoeken naar Pricer te sturen." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:49 msgid "Odoo setup" msgstr "Configuratie in Odoo" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:51 msgid "" "As a pre-requisite, :ref:`activate ` the :guilabel:`POS " "Pricer` module *(technical name: pos_pricer)* to have all the required " "features to use Pricer electronic tags." msgstr "" "Als eerste vereiste moet je :ref:`activeren ` de " ":guilabel:`POS Pricer` module *(technische naam: pos_pricer)* om alle " "vereiste functies te hebben om Pricer elektronische tags te gebruiken." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Installing POS Pricer module from Apps" msgstr "POS Pricer module installeren vanuit Apps" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:57 msgid "" "Once the module is activated, configure your :ref:`pricer stores " "` and associate :ref:`Pricer tags ` " "with your products." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:63 msgid "Pricer stores" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:65 msgid "" "Similarly to the configuration in Pricer, you need to create one pricer " "store per physical location. To do so, go to :menuselection:`Point of Sale " "--> Configuration --> Pricer Stores`, click :guilabel:`New`, and fill in the" " line with the required information:" msgstr "" "Net als bij de configuratie in Pricer, moet je een pricer store aanmaken per" " fysieke locatie. Ga hiervoor naar :menuselectie:`Kooppunt --> Configuratie " "--> Prijswinkels`, klik op :guilabel:`Nieuw` en vul de regel in met de " "benodigde informatie:" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:69 msgid ":guilabel:`Store Name`: you can put any name of your liking." msgstr ":guilabel:`Store Name`: je kunt een naam naar keuze opgeven." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:70 msgid "" ":guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, " "usually followed by `-country_code`. This value is provided by Pricer." msgstr "" ":guilabel:`Pricer Tenant Name`: de naam van je bedrijfsaccount in Pricer, " "meestal gevolgd door `-country_code`. Deze waarde wordt geleverd door " "Pricer." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:72 msgid ":guilabel:`Pricer Login`: the login of your Pricer account." msgstr ":guilabel:`Pricer Login`: de login van je Pricer account." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:73 msgid ":guilabel:`Pricer Password`: the password of your Pricer account." msgstr ":guilabel:`Prijspaswoord`: het wachtwoord van je Pricer-account." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:74 msgid "" ":guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined " "on your Pricer database." msgstr "" ":guilabel:`Pricer Store ID`: de ID van de gerelateerde Pricer winkel zoals " "gedefinieerd in je Pricer database." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Configuring a Pricer Store" msgstr "Een prijslijstwinkel configureren" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:81 msgid "" "The :guilabel:`Pricer Tags` column is updated automatically when a label is " "linked to a product." msgstr "" "De kolom :guilabel:`Pricer Tags` wordt automatisch bijgewerkt wanneer een " "label aan een product wordt gekoppeld." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:83 msgid "" "The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are " "updated automatically when the tags are updated." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:89 msgid "Pricer tags" msgstr "Pricer kaartjes" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:91 msgid "" "For a label to display specific product information, the label needs to be " "associated with the product. To do so:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:94 msgid "" "Open the product form by going to :menuselection:`Point of Sale --> Products" " --> Products` and clicking :guilabel:`New` or selecting an existing " "product." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:98 msgid "" "If you are creating a new product, configure and save it before associating " "any Pricer tags." msgstr "" "Als je een nieuw product maakt, configureer het dan en sla het op voordat je" " Pricer tags koppelt." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:100 msgid "" "Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, " "and select the corresponding :guilabel:`Pricer Store`." msgstr "" "Ga naar het tabblad :guilabel:`Verkopen`, scroll naar het gedeelte " ":guilabel:`Prijslijst` en selecteer de bijbehorende " ":guilabel:`Prijslijstwinkel`." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:0 msgid "Linking Pricer tags to products" msgstr "Prijskaartjes koppelen aan producten" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:107 msgid "" "Fill in the :guilabel:`Pricer tags ids` field by copying the label's ID from" " the label itself or scanning its barcode." msgstr "" "Vul het :guilabel:`Pricer tags ids` veld in door de ID van het label te " "kopiëren van het label zelf of door de barcode te scannen." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:111 msgid "Pricer tag IDs are composed of a letter followed by 16 digits." msgstr "Prijskaart ID's bestaan uit een letter gevolgd door 16 cijfers." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:114 msgid "" "We recommended using a barcode scanner to speed up the encoding process." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:115 msgid "" "When setting up Pricer with Odoo for the first time, it is recommended that " "you configure only one product first. Before configuring more products, " "ensure you can display their information on a Pricer tag." msgstr "" "Wanneer je Pricer voor het eerst instelt met Odoo, is het aan te raden om " "eerst één product te configureren. Voordat je meer producten configureert, " "moet je ervoor zorgen dat je hun informatie kunt weergeven op een Pricer " "tag." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:119 msgid "" "Now that you have a product associated with a Pricer tag, we can send its " "information to Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:124 msgid "" "Odoo automatically sends requests to Pricer to synchronize the tags every 12" " hours if you make any modifications to:" msgstr "" "Odoo stuurt automatisch elke 12 uur een verzoek naar Pricer om de tags te " "synchroniseren als je wijzigingen aanbrengt:" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:127 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:137 msgid "Product name, price, barcode, or customer taxes" msgstr "Productnaam, prijs, barcode of klantbelasting" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:128 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:138 msgid "Currency" msgstr "Valuta" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:129 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:139 msgid "Associated Pricer store or Pricer tags" msgstr "Geassocieerde Pricer winkel of Pricer tags" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:131 msgid "" "To force the update, activate the :ref:`developer mode `. " "Then:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:133 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:134 msgid "Select the desired store(s)." msgstr "Selecteer de gewenste winkel(s)." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:135 msgid "" "Click :guilabel:`Update tags` to update all tags affected by changes to:" msgstr "" "Klik op :guilabel:`Update tags` om alle tags bij te werken die beïnvloed " "zijn door wijzigingen in:" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:141 msgid "" "Alternatively, click :guilabel:`Update all tags` to force the update of " "every tag, regardless of whether changes were made." msgstr "" "Je kunt ook klikken op :guilabel:`Alle tags bijwerken` om het bijwerken van " "elke tag te forceren, ongeacht of er wijzigingen zijn aangebracht." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Update all Pricer tags" msgstr "Alle prijskaartjes bijwerken" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:147 msgid "" "If Pricer has processed and accepted the request, the status field shows " ":guilabel:`Update successfully sent to Pricer`. If there is any issue, the " "system displays an error message." msgstr "" "Als Pricer de aanvraag heeft verwerkt en geaccepteerd, toont het statusveld " ":guilabel:`Update succesvol verzonden naar Pricer`. Als er een probleem is, " "geeft het systeem een foutmelding." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:151 msgid "" "If a request sent to Pricer fails, Odoo still considers that the product has" " been updated. In that case, we recommend forcing the update of all tags." msgstr "" "Als een verzoek naar Pricer mislukt, gaat Odoo er nog steeds van uit dat het" " product is bijgewerkt. In dat geval raden we aan om de update van alle tags" " te forceren." #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:155 msgid "Discount labels" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:157 msgid "" "To display a discount label on a Pricer Tag, you need to link a " ":doc:`pricelist ` to the product variant associated with the " "tag." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:160 msgid "To do so, open the product variant form:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:162 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Product Variants`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:163 msgid "Select the product you want to apply a discount to." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:165 msgid "Then, set the desired pricelist:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:167 msgid "Go to the :guilabel:`General Information` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:168 msgid "Select a pricelist in the :guilabel:`Pricer Sales Pricelist` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:170 msgid "" "Once a pricelist is set, the :guilabel:`On Sale Price` field appears, " "showing the :guilabel:`Sales Price` with the discount applied." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Linking a pricelist to a product variant" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:176 msgid "" "After updating your electronic labels, a `PROMO` tag should appear on the " "electronic label, displaying both the old, crossed-out price and the " "discounted price." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:180 msgid "" "Currently, pricelists that offer discounts for purchasing multiple units or " "derive their prices from other pricelists are not supported." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:182 msgid "" "Assigning a pricelist to a product variant only affects the electronic label" " display. Scanning the product at the point of sale does not automatically " "apply the discount." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:186 msgid ":doc:`discounts`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "Flexibele belastingen (fiscale posities)" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5 msgid "" "When running a business, you may need to apply different taxes and record " "transactions on various accounts based on the location and type of business " "of your customers and providers." msgstr "" "Als je een bedrijf runt, moet je mogelijk verschillende belastingen " "toepassen en transacties vastleggen op verschillende rekeningen op basis van" " de locatie en het soort bedrijf van je klanten en leveranciers." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8 msgid "" "The **fiscal positions** feature enables you to establish rules that " "automatically select the right taxes and accounts used for each transaction." msgstr "" "Met de functie **fiscale posities** kun je regels instellen die automatisch " "de juiste belastingen en rekeningen selecteren die voor elke transactie " "worden gebruikt." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51 msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13 msgid ":doc:`../../../finance/accounting/taxes`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18 msgid "" "To enable the feature, go to :menuselection:`Point of Sale --> Configuration" " --> Settings`, scroll down to the :guilabel:`Accounting` section, and " "enable :guilabel:`Flexible Taxes`." msgstr "" "Om de functie in te schakelen ga je naar :menuselection:`Kooppunt --> " "Configuratie --> Instellingen`, scroll je naar beneden naar het " ":guilabel:`Boekhouding` gedeelte en schakel je :guilabel:`Flexibele " "belastingen` in." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21 msgid "" "Then, set a default fiscal position that should be applied to all sales in " "the selected POS in the :guilabel:`Default` field. You can also add more " "fiscal positions to choose from in the :guilabel:`Allowed` field." msgstr "" "Stel vervolgens in het :guilabel:`Default` veld een standaard fiscale " "positie in die moet worden toegepast op alle verkopen in de geselecteerde " "kassa. Je kunt ook meer fiscale posities toevoegen in het " ":guilabel:`Allowed` veld." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28 msgid "" "According to the :doc:`fiscal localization package " "<../../../finance/fiscal_localizations>` activated, several fiscal positions" " are preconfigured and can be set and used in POS. However, you can also " ":ref:`create new fiscal positions `." msgstr "" "Volgens het geactiveerde :doc:`fiscal localization package " "<../../../finance/fiscal_localizations>` zijn verschillende fiscale posities" " vooraf geconfigureerd en kunnen ze worden ingesteld en gebruikt in POS. Je " "kunt echter ook :ref:`nieuwe fiscale posities aanmaken " "`." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33 msgid "" "If you do not set a fiscal position, the tax remains as defined in the " "**customer taxes** field on the product form." msgstr "" "Als je geen fiscale positie instelt, blijft de belasting zoals gedefinieerd " "in het **klantbelastingen** veld op het productformulier." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "Gebruik fiscale posities" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39 msgid "" "Open a :ref:`POS session ` to use one of the allowed " "fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-" "shaped** icon and select a fiscal position from the list. Doing so applies " "the defined rules automatically to all the products subject to the chosen " "fiscal position's regulations." msgstr "" "Open een :ref:`POS-sessie ` om een van de toegestane " "fiscale posities te gebruiken. Klik vervolgens op de :guilabel:`Tax` knop " "naast het **boekvormige** pictogram en selecteer een fiscale positie uit de " "lijst. Hierdoor worden de gedefinieerde regels automatisch toegepast op alle" " producten die onder de regelgeving van de gekozen fiscale positie vallen." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48 msgid "" "If a default fiscal position is set, the tax button displays the name of the" " fiscal position." msgstr "" "Als er een standaard fiscale positie is ingesteld, geeft de belastingknop de" " naam van de fiscale positie weer." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "Loyaliteitsprogramma's" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5 msgid "" "Encourage your customers to continue to shop at your point of sale with a " "*Loyalty Program*." msgstr "" "Moedig je klanten aan om te blijven winkelen bij je verkooppunt met een " "*Loyaliteitsprogramma*." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:11 msgid "" "To activate the *Loyalty Program* feature, go to :menuselection:`Point of " "Sale --> Configuration --> Point of sale` and select your PoS interface. " "Under the Pricing features, select *Loyalty Program*" msgstr "" "Om de functie *Loyaliteitsprogramma* te activeren, ga je naar " ":menuselectie:`Kooppunt --> Configuratie --> Verkooppunt` en selecteer je je" " PoS-interface. Selecteer onder Prijskenmerken *Loyaliteitsprogramma*" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:24 msgid "" "You can decide what type of program you wish to use, if the reward is a " "discount or a gift, make it specific to some products or cover your whole " "range. Apply rules so that it is only valid in specific situation and " "everything in between." msgstr "" "Je kunt beslissen wat voor soort programma je wilt gebruiken, of de beloning" " een korting of een cadeau is, het specifiek maken voor bepaalde producten " "of je hele assortiment bestrijken. Pas regels toe zodat het alleen geldig is" " in specifieke situaties en alles daartussenin." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "Gebruik het loyaliteitsprogramma in uw kassa interface" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:32 msgid "" "When a customer is set, you will now see the points they will get for the " "transaction and they will accumulate until they are spent. They are spent " "using the button *Rewards* when they have enough points according to the " "rules defined in the loyalty program." msgstr "" "Als een klant is ingesteld, zie je nu de punten die ze krijgen voor de " "transactie en ze worden verzameld totdat ze worden uitgegeven. Ze worden " "uitgegeven met de knop *Rewards* als ze genoeg punten hebben volgens de " "regels die zijn gedefinieerd in het loyaliteitsprogramma." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40 msgid "" "You can see the price is instantly updated to reflect the pricelist. You can" " finalize the order in your usual way." msgstr "" "Je ziet dat de prijs direct wordt aangepast aan de prijslijst. Je kunt de " "bestelling op de gebruikelijke manier afronden." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44 msgid "" "If you select a customer with a default pricelist, it will be applied. You " "can of course change it." msgstr "" "Als je een klant selecteert met een standaard prijslijst, dan wordt deze " "toegepast. Je kunt deze natuurlijk wijzigen." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3 #: ../../content/applications/sales/subscriptions/products.rst:116 msgid "Pricelists" msgstr "Prijslijsten" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5 msgid "" "Pricelists allow you to adjust product prices depending on various criteria " "automatically. For example, you can set POS-specific prices, create " "temporary discount periods, reward specific customers, or offer discounts " "when set quantities are ordered." msgstr "" "Met prijslijsten kun je productprijzen automatisch aanpassen op basis van " "verschillende criteria. Je kunt bijvoorbeeld POS-specifieke prijzen " "instellen, tijdelijke kortingsperioden creëren, specifieke klanten belonen " "of kortingen aanbieden wanneer bepaalde hoeveelheden worden besteld." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14 msgid "" "Navigate to the :ref:`general POS app settings ` and" " ensure :guilabel:`Flexible Pricelists` are enabled under the " ":guilabel:`Pricing` section." msgstr "" "Navigeer naar de :ref:`algemene POS app instellingen " "` en zorg ervoor dat :guilabel:`Flexibele " "Prijslijsten` is ingeschakeld onder de :guilabel:`Prijzen` sectie." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17 msgid "" ":ref:`Multiple prices per product ` is the default " "pricelist option for setting simple fixed price rules per product. Select " ":ref:`Advanced price rules (discounts, formulas) ` to " "apply price rules to multiple products at once and to compute prices " "dynamically using percentage discounts or more complex formulas in addition " "to setting fixed prices." msgstr "" ":ref:`Meerdere prijzen per product ` is de standaard " "prijslijstoptie voor het instellen van eenvoudige vaste prijsregels per " "product. Selecteer :ref:`Geavanceerde prijsregels (kortingen, formules) " "` om prijsregels toe te passen op meerdere producten " "tegelijk en om prijzen dynamisch te berekenen met procentuele kortingen of " "complexere formules naast het instellen van vaste prijzen." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Enabling pricelists in the general P0S settings" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26 msgid "" "The selected pricelist type applies to the entire database, including the " ":doc:`Sales <../../sales/products_prices/prices/pricing>` and " ":ref:`eCommerce ` apps." msgstr "" "Het geselecteerde prijslijsttype geldt voor de hele database, inclusief de " ":doc:`Sales <../../sales/products_prices/prices/pricing>` en :ref:`eCommerce" " ` apps." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 msgid "Create pricelists" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click " ":guilabel:`New` or select an existing pricelist. The pricelist setup differs" " depending on the :ref:`selected pricelist option " "`." msgstr "" "Ga naar :menuselection:`Kooppunt --> Producten --> Prijslijsten` en klik op " ":guilabel:`Nieuw` of selecteer een bestaande prijslijst. De opzet van de " "prijslijst verschilt afhankelijk van de :ref:`geselecteerde prijslijstoptie " "`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42 msgid "Multiple prices per product" msgstr "Meerdere prijzen per product" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44 msgid "" "When pricelists are configured to use the :guilabel:`Multiple prices per " "product` option, it is possible to use multiple fixed prices for different " "products or their variants depending, if necessary, on one or several " "conditions. To add a new price rule to a pricelist:" msgstr "" "Als prijslijsten zijn geconfigureerd om de :guilabel:`Meerdere prijzen per " "product` optie te gebruiken, is het mogelijk om meerdere vaste prijzen te " "gebruiken voor verschillende producten of hun varianten, afhankelijk, indien" " nodig, van een of meerdere voorwaarden. Om een nieuwe prijsregel aan een " "prijslijst toe te voegen:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48 msgid "" "Click :guilabel:`Add a line`, and select a **product** and its **variant** " "if needed." msgstr "" "Klik op :guilabel:`Een regel toevoegen` en selecteer een **product** en " "eventueel de **variant**." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51 msgid "" "a product quantity to be reached by using the :guilabel:`Min. Quantity` " "column;" msgstr "" "een producthoeveelheid die moet worden bereikt met behulp van de " ":guilabel:`Min. Hoeveelheid` kolom;" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52 msgid "" "a determined period during which the pricelist is applied by using the " ":guilabel:`Start Date` and :guilabel:`End Date` columns." msgstr "" "een bepaalde periode waarin de prijslijst wordt toegepast met behulp van de " "kolommen :guilabel:`Startdatum` en :guilabel:`Einddatum`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55 msgid "" "Add the :guilabel:`Price` to be applied when the conditions are met (if " "any)." msgstr "" "Voeg de :guilabel:`Prijs` toe die wordt toegepast als aan de voorwaarden is " "voldaan (indien van toepassing)." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form of a multiple prices pricelist" msgstr "Setup-vorm van een prijslijst met meerdere prijzen" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 msgid "Advanced price rules" msgstr "Geavanceerde prijsregels" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65 msgid "" "When pricelists are configured to use the :guilabel:`Advanced price rules " "(discounts, formulas)` option, it is possible to use percentage " "discounts/mark-ups and formulas in addition to using fixed prices. To add a " "new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up " "windows:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69 msgid "Select a :guilabel:`Computation` method:" msgstr "Selecteer een :guilabel:`Berekening` methode:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71 msgid "" ":guilabel:`Fixed Price` to set a new fixed price (similarly to the " ":guilabel:`Multiple prices per product` option)." msgstr "" ":guilabel:`Vaste prijs` om een nieuwe vaste prijs in te stellen " "(vergelijkbaar met de :guilabel:`Meerdere prijzen per product` optie)." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73 msgid "" ":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or " "mark-up (e.g., `-10.00` %)." msgstr "" ":guilabel:`Korting` om een kortingspercentage (bijvoorbeeld `10,00` %) of " "toeslag (bijvoorbeeld `-10,00` %) te berekenen." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75 msgid "" ":guilabel:`Formula` to compute the price according to a formula. It is " "required to define what the calculation is **based on** (:guilabel:`Sales " "Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:" msgstr "" ":guilabel:`Formula` om de prijs te berekenen volgens een formule. Je moet " "definiëren waarop de berekening **gebaseerd** is (:guilabel:`Verkoopprijs`, " ":guilabel:`Kosten`, of :guilabel:`Andere prijslijst`). Je kunt dan:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79 msgid "Apply a percentage :guilabel:`Discount` or mark-up." msgstr "Pas een percentage :guilabel:`Korting` of toeslag toe." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80 msgid "" "Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount " "(e.g., $ `-5.00`)." msgstr "" "Voeg een :guilabel:`Extra Fee` toe (bijvoorbeeld $ `5.00`) of trek een vast " "bedrag af (bijvoorbeeld $ `-5.00`)." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81 msgid "" "Define a :doc:`Rounding Method ` by forcing the price after " ":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra" " Fee` is applied afterward." msgstr "" "Definieer een :doc:`Afrondmethode ` door de prijs na " ":guilabel:`Discount` te dwingen een veelvoud van de ingestelde waarde te " "zijn. De :guilabel:`Extra toeslag` wordt daarna toegepast." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86 msgid "" "To have the final price end with `.99`, set the :guilabel:`Rounding Method` " "to `1.00` and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" "Om de uiteindelijke prijs te laten eindigen op `.99`, stel je de " ":guilabel:`Afrondingsmethode` in op `1.00` en de :guilabel:`Extra kosten` op" " `-0.01`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89 msgid "" "Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit" " :guilabel:`Margins` for computations based on :guilabel:`Cost`." msgstr "" "Geef de minimale (bijvoorbeeld $ `20,00` ) en maximale (bijvoorbeeld $ " "`50,00` ) winst op :guilabel:`Marges` voor berekeningen op basis van " ":guilabel:`Kosten`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92 msgid "Select on which product(s) the price rule should be **applied**:" msgstr "" "Selecteer op welk(e) product(en) de prijsregel **moet worden toegepast**:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94 msgid ":guilabel:`All Products`" msgstr ":guilabel:`Alle producten`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr "a :guilabel:`Productcategorie`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96 msgid "a :guilabel:`Product`" msgstr "a :label:`Product`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97 msgid "a :guilabel:`Product Variant`" msgstr "a :guilabel:`Productvariant`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99 msgid "" "Add conditions, such as a specific quantity to reach for the price to change" " by using the :guilabel:`Min. Quantity` field or a specific period during " "which the pricelist should be applied by using the :guilabel:`Validity` " "fields." msgstr "" "Voeg voorwaarden toe, zoals een specifieke hoeveelheid die bereikt moet " "worden voordat de prijs verandert met behulp van het :guilabel:`Min. " "Quantity` veld of een specifieke periode waarin de prijslijst moet worden " "toegepast met behulp van de :guilabel:`Validity` velden." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form to configure an advanced pricelist" msgstr "Instelformulier voor het configureren van een geavanceerde prijslijst" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107 msgid "Select pricelists" msgstr "Selecteer prijslijsten" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109 msgid "" "Go to the :ref:`specific POS settings ` and add all " "the available pricelists in the :guilabel:`Available` field. Then, set its " "**default pricelist** in the :guilabel:`Default` field." msgstr "" "Ga naar de :ref:`specifieke POS-instellingen ` en " "voeg alle beschikbare prijslijsten toe in het :guilabel:`Beschikbaar` veld. " "Stel vervolgens de **standaard prijslijst** in in het :guilabel:`Default` " "veld." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113 msgid "" "When you :ref:`open a POS session `, click the " "**pricelists** button, and select the desired pricelist from the list." msgstr "" "Wanneer je :ref:`een POS-sessie ` opent, klik je op de " "knop **prijslijsten** en selecteer je de gewenste prijslijst uit de lijst." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Button to select a pricelist on the POS frontend" msgstr "Knop om een prijslijst te selecteren op de POS voorkant" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120 msgid "" "Multiple pricelists must be selected for the **pricelist button** to be " "displayed." msgstr "" "Er moeten meerdere prijslijsten geselecteerd zijn om de **prijslijstknop** " "weer te geven." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121 msgid "" "If a pricelist is selected on a POS order while its conditions are **not** " "met, the price will **not** be adjusted." msgstr "" "Als een prijslijst wordt geselecteerd op een POS-bestelling terwijl **niet**" " aan de voorwaarden is voldaan, wordt de prijs **niet** aangepast." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125 msgid "" "You can also set a pricelist to be selected automatically once a specific " ":ref:`customer is set `. To do so, go to the customer form " "and switch to the preferred pricelist in the :guilabel:`Pricelist` field of " "the :guilabel:`Sales & Purchase` tab." msgstr "" "Je kunt ook instellen dat een prijslijst automatisch wordt geselecteerd " "zodra een specifieke :ref:`klant is ingesteld `. Ga hiervoor " "naar het klantformulier en schakel over naar de gewenste prijslijst in het " ":guilabel:`Prijslijst` veld van het :guilabel:`Verkoop & Inkoop` tabblad." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130 msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr ":doc:`../../sales/products_prices/prices/pricing`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 msgid "" ":ref:`How to use pricelists in an ecommerce environment " "`" msgstr "" ":ref:`Hoe prijslijsten te gebruiken in een e-commerce omgeving " "`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "Ontvangsten en facturen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "Ontvangsten" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8 msgid "" "Set up receipts by going to :menuselection:`Point of Sale --> Configuration " "--> Point of Sale`, selecting a POS, and scrolling down to the " ":guilabel:`Bills & Receipts` section." msgstr "" "Stel bonnetjes in door naar :menuselection:`Point of Sale --> Configuration " "--> Point of Sale` te gaan, een POS te selecteren en naar beneden te " "scrollen naar het :guilabel:`Facturen & Ontvangsten` gedeelte." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11 msgid "" "To **customize** the **header** and **footer**, activate :guilabel:`Header &" " Footer` and fill in both fields with the information to be printed on the " "receipts." msgstr "" "Om** de **kop** en **voettekst** aan te passen, activeer je :guilabel:`Kop &" " Voettekst` en vul je beide velden in met de informatie die op de bonnen " "moet worden afgedrukt." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14 msgid "" "To **print receipts** automatically once the payment is registered, enable " "the :guilabel:`Automatic Receipt Printing` setting." msgstr "" "Om **automatisch ontvangstbewijzen** af te drukken zodra de betaling is " "geregistreerd, schakel je de instelling :guilabel:`Automatisch " "ontvangstbewijzen afdrukken` in." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "POS kassabon" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/factuur afdrukken`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr ":doc:`configuratie/epos_printers`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "Een ticket opnieuw afdrukken" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" " active orders` filter to :guilabel:`Paid`. Then, select the corresponding " "order and click :guilabel:`Print Receipt`." msgstr "" "Klik in de kassa-interface op :guilabel:`Orders`, open het keuzemenu naast " "de zoekbalk en wijzig het standaard :guilabel:`Alle actieve orders` filter " "in :guilabel:`Betaald`. Selecteer vervolgens de corresponderende order en " "klik op :guilabel:`Uitreksel afdrukken`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "Druk de kassabon af vanuit de backend" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" "Je kunt de lijst met bestellingen filteren met de zoekbalk. Typ je " "referentie in en klik op :guilabel:`Ontvangstnummer`, :guilabel:`Datum` of " ":guilabel:`Klant`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "Facturen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" "Met Point of Sale kun je facturen uitgeven en afdrukken voor " ":ref:`geregistreerde klanten ` na betaling en alle in het " "verleden gefactureerde bestellingen ophalen." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" "Een factuur die in een kassa wordt aangemaakt, maakt een boeking in het " "bijbehorende :ref:`boekhoudjournaal `, voorheen " ":ref:`ingesteld `." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " "accounting section. Then, you can determine the accounting journals used by " "default for orders and invoices in the :guilabel:`Default Journals` section." msgstr "" "Om te bepalen welke journalen worden gebruikt voor een specifiek POS, ga je " "naar de :ref:`POS'-instellingen ` en scroll je naar " "beneden naar het gedeelte Boekhouding. Vervolgens kun je in het " ":guilabel:`Default Journals`-gedeelte bepalen welke boekhoudjournalen " "standaard worden gebruikt voor bestellingen en facturen." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "accounting section in the POS settings" msgstr "boekhoudgedeelte in de POS-instellingen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "Een klant factureren" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" "Klik na het verwerken van een betaling op :guilabel:`Factuur` onder de naam " "van de klant om een factuur voor die bestelling te maken." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" "Selecteer de betaalmethode en klik op :guilabel:`Validate`. De **factuur** " "wordt automatisch aangemaakt en is klaar om gedownload en/of afgedrukt te " "worden." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" "Om een factuur te kunnen uitgeven, moet een :ref:`klant ` " "geselecteerd zijn." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "Facturen ophalen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "Om facturen op te halen uit het **POS dashboard**," #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" "krijg toegang tot alle bestellingen die je via je kassa hebt gedaan door " "naar :menuselectie:`Kooppunt --> Bestellingen --> Bestellingen` te gaan;" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." msgstr "" "om toegang te krijgen tot de factuur van een bestelling, open je het " "**bestelformulier** door de bestelling te selecteren en vervolgens op " ":guilabel:`Factuur` te klikken." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "slimme factuurknop van een bestelformulier" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" "**Gefactureerde bestellingen** kunnen worden geïdentificeerd aan de hand van" " de :guilabel:`Gefactureerd` status in de :guilabel:`Status` kolom." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" "Je kunt de lijst met orders filteren op gefactureerde orders door te klikken" " op :guilabel:`Filters` en :guilabel:`Gefactureerd`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "QR-codes om facturen te genereren" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " "information and click :guilabel:`Get my invoice`. On the one hand, doing so " "generates an invoice available for download. On the other hand, the order " "status goes from :guilabel:`Paid` or :guilabel:`Posted` to " ":guilabel:`Invoiced` in the Odoo backend." msgstr "" "Klanten kunnen ook een factuur aanvragen door de **QR-code** op hun kassabon" " te scannen. Na het scannen moeten ze een formulier invullen met hun " "factuurgegevens en op :guilabel:`Vraag mijn factuur` klikken. Enerzijds " "wordt zo een factuur gegenereerd die kan worden gedownload. Aan de andere " "kant gaat de orderstatus van :guilabel:`Betaald` of :guilabel:`Gestuurd` " "naar :guilabel:`Gefactureerd` in de Odoo backend." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "orderstatus wijzigen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " "the POS in the :guilabel:`Point of Sale` field, scroll down to the " ":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on " "ticket`." msgstr "" "Om deze functie te gebruiken, moet je QR-codes op bonnen inschakelen door " "naar :menuselection:`Point of Sale --> Configuration --> Settings` te gaan. " "Selecteer vervolgens het verkooppunt in het :guilabel:`Punt van verkoop` " "veld, scroll naar beneden naar het :guilabel:`Facturen & kassabonnen` " "gedeelte en schakel :guilabel:`Gebruik QR-code op ticket` in." #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "Rapportages" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "Bekijk statistieken" #: ../../content/applications/sales/point_of_sale/reporting.rst:8 msgid "" "To access your statistics, go to :menuselection:`Point of Sale --> Reporting" " --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " "(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." msgstr "" "Om je statistieken te bekijken, ga je naar :menuselectie:`Kooppunt --> " "Rapportage --> Bestellingen`. Of klik op het **POS dashboard** op de " "verticale ellips (:guilabel:`⋮`) knop, :guilabel:`Rapportage`, en " ":guilabel:`Orders`." #: ../../content/applications/sales/point_of_sale/reporting.rst:12 msgid "" "These statistics are available in a graph or pivot view that you can filter " "or group depending on your needs." msgstr "" "Deze statistieken zijn beschikbaar in een grafiek- of draaitabelweergave die" " je kunt filteren of groeperen afhankelijk van je behoeften." #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "Restaurant kenmerken" #: ../../content/applications/sales/point_of_sale/restaurant.rst:7 msgid "" "Managing a restaurant or a bar comes with specific needs. The Point of Sale " "application provides various features that allow performing all the required" " tasks in such businesses." msgstr "" "Het beheren van een restaurant of bar brengt specifieke behoeften met zich " "mee. De Point of Sale applicatie biedt verschillende functies waarmee alle " "vereiste taken in dergelijke bedrijven kunnen worden uitgevoerd." #: ../../content/applications/sales/point_of_sale/restaurant.rst:10 msgid "Once the POS is set to be used in a restaurant or a bar, you can:" msgstr "" "Zodra de POS is ingesteld voor gebruik in een restaurant of een bar, kun je:" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid "" ":doc:`organize your floors and tables to reflect your interior " "`;" msgstr "" ":doc:`organiseer je vloeren en tafels zodat ze je interieur weerspiegelen " "`;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:13 msgid ":ref:`take orders `;" msgstr ":ref:`bestellingen opnemen `;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 msgid "" ":doc:`communicate with the kitchen or the bar through the POS " "`;" msgstr "" ":doc:`communiceer met de keuken of de bar via de POS " "`;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid "" ":doc:`print bills in advance and split them `;" msgstr "" ":doc:`rekeningen vooraf afdrukken en opsplitsen `;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr ":doc:`verzamel tips `; en" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid "" ":doc:`set different taxes for takeaway food `." msgstr "" ":doc:`Stel verschillende belastingen in voor afhaalmaaltijden " "`." #: ../../content/applications/sales/point_of_sale/restaurant.rst:24 msgid "" "To enable the restaurant and bar-specific features, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, select the " "POS, and activate :guilabel:`Is a Bar/Restaurant`." msgstr "" "Om de restaurant- en barspecifieke functies in te schakelen, ga je naar " ":menuselectie:`Kooppunt --> Configuratie --> Instellingen`, selecteer je het" " verkooppunt en activeer je :guilabel:`Is een bar/restaurant`." #: ../../content/applications/sales/point_of_sale/restaurant.rst:27 msgid "" "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "" "Deze functies worden weergegeven in de :guilabel:`Restaurant & Bar` sectie." #: ../../content/applications/sales/point_of_sale/restaurant.rst-1 msgid "restaurant and bar-specific features" msgstr "restaurant- en barspecifieke functies" #: ../../content/applications/sales/point_of_sale/restaurant.rst:36 msgid "Take orders" msgstr "Bestellingen opnemen" #: ../../content/applications/sales/point_of_sale/restaurant.rst:38 msgid "" "Click a table to access the POS interface and start taking your customer's " "order. The system automatically associates the orders and the table, " "allowing you to add more items later and generate a bill specifically for " "that table's orders." msgstr "" "Klik op een tafel om de kassa-interface te openen en de bestellingen van je " "klanten op te nemen. Het systeem koppelt automatisch de bestellingen en de " "tafel, zodat je later meer items kunt toevoegen en een rekening kunt " "genereren voor de bestellingen van die tafel." #: ../../content/applications/sales/point_of_sale/restaurant.rst:42 msgid "" "Once you have taken an order, click :guilabel:`Change table` to return to " "the floor plan view." msgstr "" "Als je een bestelling hebt opgenomen, klik je op :guilabel:`Wissel tabel` om" " terug te keren naar de plattegrondweergave." #: ../../content/applications/sales/point_of_sale/restaurant.rst:45 msgid "" "As soon as you click a table, the number of guests is automatically set to " "one. If you mistakenly select a table, click :guilabel:`Release table` to " "free it or :ref:`transfer the customer ` to another " "table." msgstr "" "Zodra je op een tafel klikt, wordt het aantal gasten automatisch op één " "gezet. Als je per ongeluk een tafel selecteert, klik dan op :guilabel:`Tafel" " vrijgeven` om de tafel vrij te geven of op :ref:`De klant " "` overplaatsen naar een andere tafel." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "Leveranciersfacturen" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5 msgid "" "Typical practices in restaurants or bars are to request the bill before " "proceeding to payment or splitting it based on the items ordered. Odoo POS " "provides two features to perform these tasks seamlessly: **Bill Printing** " "and **Bill Splitting**." msgstr "" "In restaurants en bars is het gebruikelijk om de rekening op te vragen " "voordat er wordt afgerekend of om de rekening te splitsen op basis van de " "bestelde artikelen. Odoo POS biedt twee functies om deze taken naadloos uit " "te voeren: **Factuur afdrukken** en Factuur splitsen**." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12 msgid "" "To activate the features, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`, select the POS, and activate :guilabel:`Early " "Receipt Printing` and :guilabel:`Allow Bill Splitting` in the " ":guilabel:`Restaurant & Bar` section." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1 msgid "" "activate the bill printing and bill splitting features in the POS settings" msgstr "" "de functies voor het afdrukken en splitsen van facturen activeren in de POS-" "instellingen" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "Factuur afdrukken" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23 msgid "" "From an open session, click :menuselection:`Bill --> Print` at any moment to" " generate and print a bill." msgstr "" "Klik vanuit een open sessie op elk moment op :menuselectie:`Factuur --> " "Afdrukken` om een factuur te genereren en af te drukken." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27 msgid "" "The printed bill is **not** final and will be updated to reflect any changes" " to the order." msgstr "" "De afgedrukte factuur is **niet** definitief en zal worden bijgewerkt om " "eventuele wijzigingen in de bestelling weer te geven." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "Rekening splitsen" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32 msgid "" "From an open session, click :guilabel:`Split` to select the items to " "regroup. Once everything is selected, click :guilabel:`Payment` and proceed " "to checkout for these items. Repeat for each guest." msgstr "" "Klik vanuit een open sessie op :guilabel:`Splitsen` om de items te " "selecteren die je wilt hergroeperen. Zodra alles is geselecteerd, klik je op" " :guilabel:`Betaling` en ga je verder met afrekenen voor deze items. Herhaal" " dit voor elke gast." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36 msgid "" "Once you return to the table, the selected items are no longer on order, as " "they have been paid for." msgstr "" "Zodra je terugkeert naar de tafel, zijn de geselecteerde items niet langer " "in bestelling, omdat ze betaald zijn." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38 msgid "The feature is available as soon as at least two items are ordered." msgstr "" "De functie is beschikbaar zodra er minstens twee artikelen zijn besteld." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41 msgid ":doc:`floors_tables`" msgstr ":doc:`vloeren_tabellen`" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3 msgid "Floors and tables" msgstr "Vloeren en tafels" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:5 msgid "" "The **Floor plan view** enables you to manage restaurant floors and table " "arrangements and monitor table status in real time, including occupancy, " "reservations, and kitchen orders." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "example of a floor plan view with visual keys to understand it." msgstr "" "voorbeeld van een plattegrondweergave met visuele sleutels om het te " "begrijpen." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:13 msgid "Table 1: An order has been placed and sent to the kitchen." msgstr "Tabel 1: Er is een bestelling geplaatst en naar de keuken gestuurd." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:14 msgid "" "Table 3: An order of four items has been placed and needs to be sent to the " "kitchen." msgstr "" "Tabel 3: Er is een bestelling van vier artikelen geplaatst die naar de " "keuken moet." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15 msgid "Tables 2, 4, and 5: These tables are available." msgstr "Tabellen 2, 4 en 5: Deze tabellen zijn beschikbaar." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:16 msgid "" "Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and" " 8 people." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:17 msgid "Table 1: The table of two is full." msgstr "Tabel 1: De tafel van twee is vol." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:18 msgid "Table 3: The table of four is taken by one person." msgstr "Tafel 3: De tafel van vier wordt bezet door één persoon." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:19 msgid "Table 5: \"Famous Joe\" has a reservation for 8 people at 12:00." msgstr "" "Tafel 5: \"Famous Joe\" heeft een reservering voor 8 personen om 12:00 uur." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:25 msgid "From the POS backend" msgstr "Vanuit de POS backend" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:27 msgid "" "To create floors and tables from the backend, go to :menuselection:`Point of" " Sale --> Configuration --> Floor Plans`, and click :guilabel:`New` to " "create a floor. Name it, select the related point(s) of sales, and click " ":guilabel:`Add a line` to create a table. Name the table and assign a number" " of seats. You can also link it to an appointment resource to make the table" " bookable. Once done, click :guilabel:`Save & Close` or :guilabel:`Save & " "New` to confirm." msgstr "" "Om verdiepingen en tabellen te maken vanuit de backend, ga je naar " ":menuselection:`Kooppunt --> Configuratie --> Plattegronden` en klik je op " ":guilabel:`Nieuw` om een verdieping te maken. Geef het een naam, selecteer " "het (de) betreffende verkooppunt(en) en klik op :guilabel:`Een regel " "toevoegen` om een tabel te maken. Geef de tafel een naam en wijs een aantal " "zitplaatsen toe. Je kunt de tafel ook koppelen aan een afspraakbron om hem " "boekbaar te maken. Als je klaar bent, klik je op :guilabel:`Opslaan & " "Sluiten` of :guilabel:`Opslaan & Nieuw` om te bevestigen." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "window to create a table in the POS backend" msgstr "om een tabel te maken in de POS backend" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:38 msgid "" "The POS must be opened and :ref:`edited from the frontend " "` to create a map of your restaurant or bar " "reflecting your actual floor plan." msgstr "" "Het POS moet worden geopend en :ref:`bewerkt vanaf de frontend " "` om een plattegrond van je restaurant of bar te " "maken die je werkelijke plattegrond weergeeft." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:42 msgid "" "Create floors on the spot: :ref:`access your POS settings " "`, type your floor name in the :guilabel:`Floor` " "field of the :guilabel:`Floors & Tables Map` category, and press *enter*." msgstr "" "Maak ter plekke verdiepingen: :ref:`toegang tot je POS-instellingen " "`, typ je verdiepingsnaam in het :guilabel:`Vloer` " "veld van de :guilabel:`Vloeren & Tabellen Kaart` categorie en druk op " "*enter*." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "setting to create floors from the POS settings" msgstr "instelling om verdiepingen te maken van de POS-instellingen" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:53 msgid "From the POS frontend" msgstr "Van de POS voorkant" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:55 msgid "" "To create floors and tables from the frontend, :ref:`open a POS session " "`, click the hamburger menu icon :guilabel:`≡` in the " "upper right corner, then :guilabel:`Edit Plan` to enter the **edit mode**." msgstr "" "Om verdiepingen en tabellen te maken vanaf de voorkant, :ref:`open een POS-" "sessie `, klik op het hamburger-menupictogram " ":guilabel:`≡` in de rechterbovenhoek en vervolgens op :guilabel:`Edit Plan` " "om de **bewerkingsmodus** te openen." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:59 msgid "" "Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-" "up window." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:61 msgid "" "Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To " "move it, select it and drag and drop it as desired. You can also modify the " "attributes of the selected table, such as the number of seats by clicking " ":guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color " "using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To" " duplicate an existing table, select it and click :guilabel:`COPY`. You can " "also remove the table by clicking :guilabel:`DELETE`." msgstr "" "Zodra er een verdieping is gemaakt, kun je een tabel toevoegen door op " ":guilabel:`+ TABLE` te klikken. Om de tafel te verplaatsen, selecteer je hem" " en sleep je hem naar wens. Je kunt ook de attributen van de geselecteerde " "tafel wijzigen, zoals het aantal zitplaatsen door te klikken op " ":guilabel:`SEATS`, de vorm van de tafel met :guilabel:`SHAPE`, de kleur van " "de tafel met :guilabel:`FILL` of de naam van de tafel door te klikken op " ":guilabel:`RENAME`. Om een bestaande tabel te dupliceren, selecteer je deze " "en klik je op :guilabel:`COPY`. Je kunt de tabel ook verwijderen door op " ":guilabel:`DELETE` te klikken." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:68 msgid "" "After making all the necessary modifications, click :guilabel:`CLOSE` to " "save." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "the floor plan view in edit mode." msgstr "de plattegrondweergave in de bewerkingsmodus." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:74 msgid "If no table is selected, the modifications are applied to the floor." msgstr "" "Als er geen tabel is geselecteerd, worden de wijzigingen toegepast op de " "vloer." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:77 msgid "Removing a table or a floor cannot be undone." msgstr "" "Het verwijderen van een tafel of vloer kan niet ongedaan worden gemaakt." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82 msgid "Table transfer" msgstr "Tabel overdracht" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84 msgid "" "To move customers from one table to another, select a table and click " ":guilabel:`→ Transfer` on the POS interface. This redirects you to the floor" " plan view, where you can choose the new table to which you want to transfer" " the customers." msgstr "" "Om klanten van de ene tafel naar de andere te verplaatsen, selecteer je een " "tafel en klik je op :guilabel:`→ Transfer` in de kassa-interface. Hierdoor " "ga je naar de plattegrondweergave, waar je de nieuwe tafel kunt kiezen " "waarnaar je de klanten wilt verplaatsen." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88 msgid "" "When you transfer customers, all of the orders they have placed and that are" " linked to the original table are also transferred." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "Bestellingen afdrukken" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5 msgid "" "Integrating printers in a restaurant or bar's workflow can enhance " "communication and collaboration between the front-of-house and back-of-house" " teams, leading to a more streamlined and efficient service." msgstr "" "Het integreren van printers in de workflow van een restaurant of bar kan de " "communicatie en samenwerking tussen de front-of-house en back-of-house teams" " verbeteren, wat leidt tot een meer gestroomlijnde en efficiënte service." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "Printers inschakelen en aanmaken" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17 msgid "" "To enable sending orders to a kitchen or bar printer, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down " "to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen " "Printers`. Type in a name for the printer in the :guilabel:`Printers` field " "and click :guilabel:`Create and edit...` to open a setup form." msgstr "" "Om het verzenden van bestellingen naar een keuken- of barprinter mogelijk te" " maken, ga je naar :menuselection:`Point of Sale --> Configuration --> " "Settings`, scroll je naar beneden naar het :guilabel:`Restaurant & Bar` " "gedeelte en schakel je :guilabel:`Kitchen Printers` in. Typ een naam voor de" " printer in het :guilabel:`Printers` veld en klik op :guilabel:`Maken en " "bewerken...` om een instellingsformulier te openen." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22 msgid "" "To get a list of all the printers already created or to modify an already " "created printer, click :guilabel:`--> Printers` and select the desired " "printer to open the setup form." msgstr "" "Om een lijst te krijgen van alle printers die al zijn aangemaakt of om een " "al aangemaakte printer te wijzigen, klik je op :guilabel:`--> Printers` en " "selecteer je de gewenste printer om het instellingenformulier te openen." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "settings to enable the kitchen printers" msgstr "instellingen om de keukenprinters in te schakelen" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 msgid "Setup form" msgstr "Setup-formulier" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34 msgid "" "From the :ref:`setup form `, select the " ":guilabel:`Printer Type` according to your installation:" msgstr "" "Selecteer in het :ref:`instelformulier ` het " ":guilabel:`Printertype` overeenkomstig je installatie:" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37 msgid "" "If your printer is connected to an IoT system, select :guilabel:`Use a " "printer connected to the IoT Box` and select the device in the " ":guilabel:`IoT Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39 msgid "" "If you use an Epson printer that does not require an IoT system, select " ":guilabel:`Use an Epson printer` and enter the printer's IP address in the " ":guilabel:`Epson Printer IP Address` field." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43 msgid ":doc:`/applications/general/iot/connect`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44 msgid ":doc:`/applications/general/iot/devices/printer`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45 msgid ":doc:`../configuration/epos_ssc`" msgstr ":doc:`../configuratie/epos_ssc`" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47 msgid "" "Set your printer to print specific products based on their POS category. To " "do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product " "Categories` field. If you leave this field empty, all products are sent to " "the printer regardless of their POS category." msgstr "" "Stel je printer in om specifieke producten af te drukken op basis van hun " "POS-categorie. Klik hiervoor op :guilabel:`Een regel toevoegen` in het " ":guilabel:`Gedrukte productcategorieën` veld. Als je dit veld leeg laat, " "worden alle producten naar de printer gestuurd, ongeacht hun POS-categorie." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "setup form to configure a kitchen printer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56 msgid "Print orders" msgstr "Bestellingen afdrukken" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58 msgid "" "From an open session, start taking an order and click :guilabel:`Order` to " "send it to the bar or the kitchen." msgstr "" "Begin vanuit een open sessie met het opnemen van een bestelling en klik op " ":guilabel:`Order` om deze naar de bar of de keuken te sturen." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "order button from the POS UI to send orders to a kitchen or a bar" msgstr "" "bestelknop vanuit de POS UI om bestellingen naar een keuken of bar te sturen" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66 msgid "" "When products can be printed, they appear in green in the cart, and the " "order button turns green." msgstr "" "Als producten kunnen worden afgedrukt, verschijnen ze in het groen in de " "winkelwagen en wordt de bestelknop groen." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Tips" msgstr "Tips" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5 msgid "" "Tipping is customary in multiple countries. Point of Sale allows tipping in " ":ref:`shops `, :doc:`bars <../restaurant>`, or :doc:`restaurants " "<../restaurant>`." msgstr "" "Het geven van fooi is in meerdere landen gebruikelijk. Point of Sale staat " "het geven van fooi toe in :ref:`winkels `, :doc:`bars " "<../restaurant>`, of :doc:`restaurants <../restaurant>`." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13 msgid "" "To allow tipping in your POS, activate the :guilabel:`Tips` feature in " ":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of" " the page, select the POS in which you wish to allow **tipping**, scroll " "down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once " "enabled, add a :guilabel:`Tip Product` in the corresponding field, and save." " The designated product will be used as a reference on customers' receipts." msgstr "" "Om fooien in je kassa toe te staan, activeer je de :guilabel:`Fooien` " "functie in :menuselection:`Kassa --> Configuratie --> Instellingen`. " "Selecteer bovenaan de pagina het verkooppunt waarin je **fooien` wilt " "toestaan, scroll naar beneden naar het :guilabel:`Betaling` gedeelte en vink" " :guilabel:`Fooien` aan. Zodra dit is ingeschakeld, voeg je een " ":guilabel:`Tip Product` toe in het bijbehorende veld en sla je het op. Het " "aangewezen product zal worden gebruikt als referentie op de kassabonnen van " "klanten." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "enable tips in a POS" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25 msgid "Tip products" msgstr "Tip producten" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27 msgid "" "**Tip products** can be created on the spot. To do so, enter a product's " "name in the :ref:`Tip Product ` field and click " ":guilabel:`Create` or press **enter**. The product is automatically " "configured to be used as a tip at the payment screen." msgstr "" "**Tip producten** kunnen ter plekke worden aangemaakt. Voer hiervoor de naam" " van een product in het :ref:`Tip Product ` veld in en klik " "op :guilabel:`Create` of druk op **enter**. Het product wordt automatisch " "geconfigureerd om als fooi te worden gebruikt bij het betaalscherm." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31 msgid "" "However, if you wish to be able to select the tip product in a POS session, " "you must activate the **Available in POS** setting. To do so, click " ":guilabel:`Create and edit...` to open the product configuration form. Then," " go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` " "checkbox, and click :guilabel:`Save & Close`." msgstr "" "Als je echter het tipproduct wilt kunnen selecteren in een POS-sessie, moet " "je de instelling **Beschikbaar in POS** activeren. Klik hiervoor op " ":guilabel:`Maken en bewerken...` om het productconfiguratieformulier te " "openen. Ga vervolgens naar het :guilabel:`Verkoop` tabblad, vink het " ":guilabel:`Beschikbaar in POS` selectievakje aan en klik op " ":guilabel:`Opslaan en sluiten`." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37 msgid "" "When you create a product to use as a tip, leave the **product type** as " ":guilabel:`Consumable` to avoid unnecessary inventory movements." msgstr "" "Als je een product maakt om als tip te gebruiken, laat het **producttype** " "dan staan op :guilabel:`Consumable` om onnodige inventarisbewegingen te " "voorkomen." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39 msgid "" "You can only select one tip product per POS, but you can choose a different " "one for each." msgstr "" "Je kunt maar één tipproduct per kassa selecteren, maar je kunt voor elke " "kassa een andere kiezen." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72 msgid "Tip using an Adyen terminal" msgstr "Tip met een Adyen terminal" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44 msgid "" "If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment " "terminal and wish to enable **tips** using the terminal, check " ":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip " "settings `." msgstr "" "Als je een :doc:`Adyen <../payment_methods/terminals/adyen>` " "betaalterminal gebruikt en **tips** via de terminal wilt inschakelen, vink " "dan :guilabel:`Tip toevoegen via betaalterminal (Adyen)` aan onder de " ":ref:`tip instellingen `." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79 msgid "Tip after payment" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51 msgid "" "If you use a POS system in a bar or a restaurant, you can enable " ":guilabel:`Add tip after payment (North America specific)`. Doing so " "generates a bill to print and complete manually by the customer and the " "waiter. That bill indicates the tip value the customer chooses to give after" " the payment." msgstr "" "Als je een kassasysteem gebruikt in een bar of restaurant, kun je " ":guilabel:`Fooi toevoegen na betaling (specifiek voor Noord-Amerika)` " "inschakelen. Als je dat doet, wordt er een rekening gegenereerd die de klant" " en de ober handmatig moeten afdrukken en invullen. Op die rekening staat de" " fooi die de klant na betaling wil geven." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56 msgid "" "To use this feature, the selected payment method must have a bank journal " "attributed." msgstr "" "Om deze functie te gebruiken, moet aan de geselecteerde betaalmethode een " "bankjournaal zijn toegewezen." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "Tips toevoegen" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61 msgid "" "To add tips to an order, :ref:`access the payment screen ` and " "click :guilabel:`♥ Tip`. Then, enter the tipping amount, click " ":guilabel:`Confirm` to validate, and process the payment." msgstr "" "Om fooien aan een bestelling toe te voegen, :ref:`toegang tot het " "betaalscherm ` en klik op :guilabel:`♥ Tip`. Voer vervolgens het " "fooibedrag in, klik op :guilabel:`Bevestig` om te valideren en verwerk de " "betaling." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tip popup window" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67 msgid "" "Alternatively, you can select the :ref:`tip product ` on the " "POS interface to add it to the cart. When selected, the product is " "automatically set as a tip, and its default value equals its **Sales " "Price**." msgstr "" "Je kunt ook de :ref:`tip product ` op de kassa-interface " "selecteren om het aan de winkelwagen toe te voegen. Wanneer het product is " "geselecteerd, wordt het automatisch ingesteld als fooi en is de " "standaardwaarde gelijk aan de **verkoopprijs**." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74 msgid "" "During checkout, select **Adyen** as the payment terminal, and send the " "payment request to the device by clicking :guilabel:`Send`. The customers " "are asked to enter the desired tipping amount on the terminal's screen " "before proceeding to the payment." msgstr "" "Selecteer tijdens het afrekenen **Adyen** als betaalterminal en verzend het " "betalingsverzoek naar het apparaat door op :guilabel:`Versturen` te klikken." " De klanten worden gevraagd om het gewenste fooibedrag in te voeren op het " "scherm van de terminal voordat ze verder gaan met de betaling." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81 msgid "" "At checkout, select a card payment method and click :guilabel:`Close Tab`. " "Doing so generates a bill to complete by the customer." msgstr "" "Selecteer bij het afrekenen een betaalmethode en klik op :guilabel:`Tabblad " "sluiten`. Hierdoor wordt een rekening gegenereerd die de klant moet " "invullen." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tipping bill after payment to complete by customers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87 msgid "" "On the following screen, click the percentage (:guilabel:`15%`, " ":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping " "amount the customer chose to give. Then, click :guilabel:`Settle` to move to" " the following order." msgstr "" "Klik in het volgende scherm op het percentage (:guilabel:`15%`, " ":guilabel:`20%`, :guilabel:`25%`), :guilabel:`Geen fooi` of voer het " "fooibedrag in dat de klant heeft gekozen. Klik vervolgens op " ":guilabel:`Settle` om naar de volgende volgorde te gaan." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "screen to select a tip amount to collect after payment" msgstr "" #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Shop features" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3 msgid "Barcodes" msgstr "Barcodes" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5 msgid "" "Using a barcode scanner to process point-of-sale orders improves your " "efficiency in providing quicker customer service. Barcode scanners can be " "used both to scan products or to log employees into a POS session." msgstr "" "Het gebruik van een barcodescanner voor het verwerken van point-of-sale " "bestellingen verbetert je efficiëntie bij het leveren van een snellere " "klantenservice. Barcodescanners kunnen zowel gebruikt worden om producten te" " scannen als om medewerkers in te loggen in een kassasessie." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12 msgid "" "To use a barcode scanner, you must enable the feature in the Inventory app. " "Go to :menuselection:`Inventory --> Configuration --> Settings`, in the " ":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save." msgstr "" "Om een barcodescanner te gebruiken, moet je deze functie inschakelen in de " "app Inventory. Ga naar :menuselection:`Inventory --> Configuration --> " "Settings`, vink :guilabel:`Barcode` aan in de sectie :guilabel:`Barcode " "Scanner` en sla op." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" ":doc:`Een barcodescanner instellen " "`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" ":doc:`Barcodescanners activeren " "`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24 msgid "" "Once enabled in **Inventory**, you can use the barcode feature in **Point of" " Sale** with products that have a barcode number assigned." msgstr "" "Eenmaal ingeschakeld in **Inventory**, kun je de barcodefunctie gebruiken in" " **Point of Sale** met producten waaraan een barcodenummer is toegewezen." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33 msgid "" "To use this feature in POS, your products must have barcodes assigned. To do" " so, go to :menuselection:`Point of Sale --> Products --> Products` and open" " a **product form**. Add a barcode number in the :guilabel:`Barcode` field " "in the :guilabel:`General Information` tab." msgstr "" "Om deze functie in POS te kunnen gebruiken, moeten er barcodes aan je " "producten zijn toegewezen. Ga hiervoor naar :menuselection:`Kooppunt --> " "Producten --> Producten` en open een **productformulier**. Voeg een " "barcodenummer toe in het :guilabel:`Barcode` veld in het :guilabel:`Algemene" " informatie` tabblad." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40 msgid "" "To add an identification number to an employee, go to the **Employees** app " "and open an **employee form**. Choose an identification number for your " "employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR " "Settings` tab." msgstr "" "Om een identificatienummer aan een werknemer toe te voegen, ga je naar de " "**Werknemers** app en open je een **werknemersformulier**. Kies een " "identificatienummer voor je werknemer en vul het :guilabel:`PIN Code` veld " "in op het :guilabel:`HR Settings` tabblad." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "Gebruik streepjescodes" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "Scan producten" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50 msgid "" "Scan a product's barcode using a barcode scanner. Doing so adds it directly " "to the cart. To change the quantity, scan a product as many times as needed," " or click :guilabel:`Qty` and enter the number of products using the keypad." msgstr "" "Scan de barcode van een product met een barcodescanner. Hierdoor wordt het " "product direct aan de winkelwagen toegevoegd. Om de hoeveelheid te wijzigen," " scan je een product zo vaak als nodig of klik je op :guilabel:`Qty` en voer" " je het aantal producten in met het toetsenbord." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54 msgid "" "You can also enter the barcode number manually in the search bar to look for" " the product. Then, click it to add it to the cart." msgstr "" "Je kunt het barcodenummer ook handmatig invoeren in de zoekbalk om het " "product te zoeken. Klik er vervolgens op om het aan de winkelwagen toe te " "voegen." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60 msgid "" "You can also use a barcode scanner to log your employees. To do so, " ":ref:`restrict access ` to the POS and " ":ref:`use barcodes to log your employees in ` your " "POS." msgstr "" "Je kunt ook een barcodescanner gebruiken om je werknemers te registreren. " "Hiervoor moet je :ref:`toegang ` tot het POS " "beperken en :ref:`barcodes gebruiken om je werknemers in " "` je POS aan te melden." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5 msgid "" "The **customer display** feature provides customers with real-time checkout " "updates on a secondary display." msgstr "" "De functie **klantbeeldscherm** biedt klanten realtime kassa-updates op een " "secundair scherm." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer screen" msgstr "klantenscherm" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14 msgid "" "Depending on your POS setup, the feature can be displayed :ref:`locally on a" " secondary screen `, :ref:`remotely on another " "device `, or :ref:`another monitor connected to an " "IoT Box `." msgstr "" "Afhankelijk van je POS-opstelling kan de functie worden weergegeven " ":ref:`lokaal op een secundair scherm `, :ref:`op " "afstand op een ander apparaat `, of :ref:`een " "andere monitor aangesloten op een IoT Box `." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18 msgid "" "To activate the feature, go to the POS settings, scroll down to the " ":guilabel:`Connected Devices` section, and tick the :guilabel:`Customer " "Display` checkbox." msgstr "" "Om de functie te activeren ga je naar de kassa-instellingen, scroll je naar " "beneden naar de sectie :guilabel:`Gesloten apparaten` en vink je het " "selectievakje :guilabel:`Klantweergave` aan." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer display setting checkbox" msgstr "instelling klantweergave selectievakje" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27 msgid "Local" msgstr "Lokaal" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29 msgid "" "Connect a second screen to your POS and :ref:`open a POS session " "`. Then, click :guilabel:`Customer Screen` to open a new " "window to drag and drop onto the second screen." msgstr "" "Sluit een tweede scherm aan op je POS en :ref:`open een POS-sessie " "`. Klik vervolgens op :guilabel:`Klantenscherm` om een " "nieuw venster te openen dat je naar het tweede scherm kunt slepen." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35 msgid "Remote" msgstr "Op afstand" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37 msgid "" "Access your database from another device (any computer, tablet, or " "smartphone), go to the POS application, click the vertical ellipsis button " "(:guilabel:`⋮`) on a POS card, and then :guilabel:`Customer Display` to open" " the display remotely." msgstr "" "Open je database vanaf een ander apparaat (een computer, tablet of " "smartphone), ga naar de POS-applicatie, klik op de verticale ellipsknop " "(:guilabel:`⋮`) op een POS-kaart en vervolgens op :guilabel:`Klantweergave` " "om de weergave op afstand te openen." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:42 msgid "The two devices are not required to share the same network." msgstr "De twee apparaten hoeven niet hetzelfde netwerk te delen." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:47 msgid "IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49 msgid "" "Connect an IoT box to your database and the second screen to the IoT box. " "Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, " "scroll down to the :guilabel:`Connected Devices` section, tick the " ":guilabel:`IoT Box` checkbox, and select the second monitor in the " ":guilabel:`Customer Display` field." msgstr "" "Verbind een IoT box met je database en het tweede scherm met de IoT box. Ga " "vervolgens naar :menuselection:`Kooppunt --> Configuratie --> Instellingen`," " scroll naar beneden naar het :guilabel:`Gesloten apparaten` gedeelte, vink " "het :guilabel:`IoT Box` selectievakje aan en selecteer het tweede " "beeldscherm in het :guilabel:`Klantweergave` veld." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "iot setting to connect a customer display" msgstr "iot-instelling om een klantendisplay aan te sluiten" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:58 msgid "Both devices need to be connected to the same local network." msgstr "Beide apparaten moeten verbonden zijn met hetzelfde lokale netwerk." #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:61 msgid ":doc:`../configuration/pos_iot`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr "Verkooporders" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5 msgid "" "When working in retail, you might need to order products directly from your " "Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo" " Sales, meaning that you can create a sales order and pay for it directly " "from your point of sale." msgstr "" "Als je in de detailhandel werkt, kan het zijn dat je producten direct vanuit" " je verkooppunt moet bestellen. Gelukkig is Odoo Point of Sale volledig " "geïntegreerd met Odoo Sales, wat betekent dat je een verkooporder kunt " "aanmaken en direct vanuit je verkooppunt kunt betalen." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "Selecteer een verkooporder" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12 msgid "" "From the **Point of Sale** application, open a new session. Then, click on " ":guilabel:`Quotations/Orders` to get the complete list of quotations and " "sales orders created on the sales application." msgstr "" "Open een nieuwe sessie vanuit de **Kooppunt** applicatie. Klik vervolgens op" " :guilabel:`Quotations/Orders` om de volledige lijst met offertes en " "verkooporders te zien die zijn aangemaakt in de verkoopapplicatie." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "Offertes en verkooporderknop op de Point of Sale interface" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21 msgid "" "To ease finding the right sales order, you can filter that list on the " "**customer** or on the **order reference**. You can also set the customer " "before clicking on :guilabel:`Quotations/Orders` to reduce the list to one " "particular customer." msgstr "" "Om het vinden van de juiste verkooporder te vergemakkelijken, kun je die " "lijst filteren op de **klant** of op de **orderreferentie**. Je kunt ook de " "klant instellen voordat je op :guilabel:`Quotations/Orders` klikt om de " "lijst te beperken tot één bepaalde klant." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "Een aanbetaling doen of de bestelling vereffenen" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28 msgid "From the list of sales order, select one to make a payment." msgstr "" "Selecteer er een uit de lijst met verkooporders om een betaling te doen." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "lijstweergave van verkooporders en offertes" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "Je kan of:" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36 msgid "" "Settle the order **partially**: after clicking on :guilabel:`Apply a down " "payment`, enter the percentage of down payment you want the customer to pay." " Then, click on :guilabel:`ok` and proceed with the order." msgstr "" "Regel de bestelling **gedeeltelijk**: nadat je op :guilabel:`Een aanbetaling" " toepassen` hebt geklikt, voer je het aanbetalingspercentage in dat je de " "klant wilt laten betalen. Klik dan op :guilabel:`ok` en ga verder met de " "bestelling." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39 msgid "" "Settle the order **completely**: click on :guilabel:`Settle the order` to " "pay for the total of the sales order." msgstr "" "Reken de bestelling **volledig** af: klik op :guilabel:`Betaal de " "bestelling` om het totaal van de verkooporder te betalen." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43 msgid "" "Once you settle a sales order, the applied down payment is automatically " "deducted from the total amount." msgstr "" "Zodra je een verkooporder afrekent, wordt de toegepaste aanbetaling " "automatisch van het totaalbedrag afgetrokken." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47 msgid ":doc:`/applications/sales/sales/invoicing/down_payment`" msgstr ":doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3 msgid "Serial numbers and lots" msgstr "Serienummers en partijen" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5 msgid "" "Working with **serial numbers** and **lots** allows tracking your products' " "movements. When products are tracked, the system identifies their location " "based on their last movement." msgstr "" "Door te werken met **serienummers** en **lots** kun je de bewegingen van je " "producten volgen. Wanneer producten worden getraceerd, identificeert het " "systeem hun locatie op basis van hun laatste beweging." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8 msgid "" "To enable traceability, go to :menuselection:`Point of Sale --> Products -->" " Products`. Then, select a product and check the :guilabel:`Tracking By " "Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the " ":guilabel:`Inventory` tab." msgstr "" "Om traceerbaarheid in te schakelen, ga je naar :menuselection:`Kooppunt --> " "Producten --> Producten`. Selecteer vervolgens een product en vink het " ":guilabel:`Tracking By Unique Serial Number` of het :guilabel:`Tracking By " "Lots` vakje aan op het :guilabel:`Inventory` tabblad." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "Traceerbaarheidsinstellingen inschakelen" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "Serienummers en invoer van partijen" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19 msgid "" "You can import serial numbers in Point of Sale. To do so, select a **sales " "order** or a **quotation** containing tracked products. Then, agree to load " "the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`." msgstr "" "Je kunt serienummers importeren in Point of Sale. Hiervoor selecteer je een " "**verkooporder** of een **offerte** met gevolgde producten. Ga vervolgens " "akkoord met het laden van de **Loten of Serienummers** die gekoppeld zijn " "aan de :abbr:`SO (verkooporder)`." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Pop-up window for serial number import" msgstr "Pop-upvenster voor importeren serienummer" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28 msgid "" "The imported tracking numbers appear below the tracked products. You can " "modify them by clicking on the list-view button next to the products." msgstr "" "De geïmporteerde trackingnummers verschijnen onder de gevolgde producten. Je" " kunt ze wijzigen door op de knop Lijstweergave naast de producten te " "klikken." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37 msgid ":doc:`../shop/sales_order`" msgstr ":doc:`../shop/verkoop_order`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40 msgid "Serial numbers and lots creation" msgstr "Serienummers en partijen aanmaken" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42 msgid "" "If a tracked product is available in your POS, adding the product to the " "cart opens a pop-up window where you can type or scan the product's serial " "or lot numbers. To add more than one of the same tracked products, click on " "**enter** to validate and start a new line." msgstr "" "Als een getraceerd product beschikbaar is in je POS, opent het toevoegen van" " het product aan de winkelwagen een pop-upvenster waarin je het serienummer " "of lotnummer van het product kunt typen of scannen. Om meerdere van dezelfde" " tracked producten toe te voegen, klik je op **enter** om te valideren en " "een nieuwe regel te beginnen." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "nieuwe serienummers en partijnummers toevoegen" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52 msgid "" "Changing a tracked product's quantity using the numpad turns the list-view " "button red. Click on it to add the missing lot and serial numbers." msgstr "" "Als je de hoeveelheid van een gevolgd product wijzigt met het numerieke " "toetsenbord, wordt de knop voor de lijstweergave rood. Klik erop om de " "ontbrekende partij- en serienummers toe te voegen." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54 msgid "" ":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked " "products but not mandatory. Meaning that not attributing some or any does " "**not** prevent from completing the sale." msgstr "" ":guilabel:`Lot & Serial Number(s)` zijn :guilabel:`vereist` voor gevolgde " "producten, maar niet verplicht. Dit betekent dat het niet toekennen van " "enkele of enkele nummers **niet** het voltooien van de verkoop in de weg " "staat." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" msgstr "" ":doc:`/applicaties/inventaris_en_mrp/inventaris/product_beheer/product_tracking/serienummer_nummers`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" msgstr "" ":doc:`/applicaties/inventaris_en_mrp/inventaris/product_beheer/product_tracking/lots`" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3 msgid "Ship later" msgstr "Schip later" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5 msgid "" "The **Ship Later** feature allows you to sell products and schedule delivery" " at a later date. It is useful, for example, when a product is out of stock " "or so voluminous that it requires to be shipped, or if, for any reason, the " "customer needs their order to be shipped later, etc." msgstr "" "Met de functie **Verstuur Later** kun je producten verkopen en de levering " "op een latere datum plannen. Dit is bijvoorbeeld handig als een product niet" " op voorraad is of zo volumineus dat het moet worden verzonden, of als de " "klant om wat voor reden dan ook zijn bestelling later wil laten bezorgen, " "enz." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12 msgid "" ":ref:`Go to the POS settings `, scroll down to the " ":guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`." msgstr "" ":ref:`Ga naar de POS-instellingen `, scroll naar " "beneden naar het :guilabel:`Inventory` gedeelte en schakel :guilabel:`Allow " "Ship Later` in." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "settings to enable and configure the ship later feature" msgstr "" "instellingen om de functie Later verzenden in te schakelen en te " "configureren" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19 msgid "Once activated, you can:" msgstr "Eenmaal geactiveerd kun je:" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21 msgid "" "Choose the location from where the products are shipped by selecting a " ":guilabel:`Warehouse`." msgstr "" "Kies de locatie vanwaar de producten worden verzonden door een " ":guilabel:`Warehouse` te selecteren." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22 msgid "" "Define a :guilabel:`Specific route`, or leave this field empty to use the " "default route." msgstr "" "Definieer een :guilabel:`Specifieke route`, of laat dit veld leeg om de " "standaardroute te gebruiken." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23 msgid "" "Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as " "possible` if the products can be delivered separately or :guilabel:`When all" " products are ready` to ship all the products at once." msgstr "" "Definieer het :guilabel:`Verzendbeleid`; selecteer :guilabel:`Zo snel " "mogelijk` als de producten afzonderlijk kunnen worden geleverd of " ":guilabel:`Als alle producten klaar zijn` om alle producten in één keer te " "verzenden." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`" msgstr "" ":doc:`../../../inventaris_en_mrp/inventaris/verzending_ontvangst/opzetten_configuratie`" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29 msgid "" ":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`" msgstr "" ":doc:`../../../inventaris_en_mrp/inventaris/magazijnen_opslag/inventaris_beheer/magazijnen`" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34 msgid ":ref:`Open a session ` and make a sale." msgstr ":ref:`Open een sessie ` en maak een verkoop." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35 msgid "" "On the payment screen, set a customer and select :guilabel:`Ship Later`." msgstr "" "Stel in het betaalscherm een klant in en selecteer :guilabel:`Ship Later`." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36 msgid "" "On the popup window, set a shipping date and click :guilabel:`Confirm` to " "proceed to payment." msgstr "" "Stel in het pop-upvenster een verzenddatum in en klik op " ":guilabel:`Bevestigen` om verder te gaan met betalen." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "selecting ship later at checkout." msgstr "later verzenden selecteren bij het afrekenen." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42 msgid "" "The system instantly creates a delivery order from the warehouse to the " "shipping address." msgstr "" "Het systeem creëert direct een afleveropdracht van het magazijn naar het " "afleveradres." #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45 msgid "" "The selected customer must have referenced an address in the system for " "products to be shipped." msgstr "" "De geselecteerde klant moet naar een adres in het systeem hebben verwezen om" " producten te kunnen verzenden." #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "Verhuur" #: ../../content/applications/sales/rental.rst:5 msgid "" "The Odoo *Rental* application provides comprehensive solutions to configure " "and manage rentals." msgstr "" "De Odoo *Verhuur* applicatie biedt uitgebreide oplossingen voor het " "configureren en beheren van verhuur." #: ../../content/applications/sales/rental.rst:7 msgid "" "Send quotations, confirm orders, schedule rentals, register products when " "they are picked up and returned, and invoice customers from this single " "platform." msgstr "" "Verstuur offertes, bevestig bestellingen, plan verhuur, registreer producten" " wanneer ze worden opgehaald en teruggebracht en factureer klanten vanuit " "dit ene platform." #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "`Odoo Verhuur: productpagina `_" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "" "`Odoo Handleidingen: Verhuur `_" #: ../../content/applications/sales/rental.rst:17 msgid "Dashboard" msgstr "Dashboard" #: ../../content/applications/sales/rental.rst:19 msgid "" "Upon opening the *Rental* application, the :guilabel:`Rental Orders` " "dashboard is revealed." msgstr "" "Bij het openen van de *Verhuur* applicatie verschijnt het :guilabel:`Verhuur" " Bestellingen` dashboard." #: ../../content/applications/sales/rental.rst-1 msgid "" "Example of the Rental Orders dashboard available in the Odoo Rental " "application." msgstr "" "Voorbeeld van het Rental Orders dashboard dat beschikbaar is in de Odoo " "Verhuur applicatie." #: ../../content/applications/sales/rental.rst:25 msgid "" "In the default kanban view, all rentals are visible. Each rental card " "displays the customer name, the price of the rental, the related sales order" " number, along with the status of the rental." msgstr "" "In de standaard kanban-weergave zijn alle huurovereenkomsten zichtbaar. Elke" " verhuurkaart toont de naam van de klant, de prijs van de verhuur, het " "bijbehorende verkoopordernummer en de status van de verhuur." #: ../../content/applications/sales/rental.rst:29 msgid "" "Rental kanban cards that do **not** display a rental status means those " "rentals have confirmed quotations, but have not been picked up yet." msgstr "" "Verhuurkanban-kaarten waarop **geen** verhuurstatus wordt weergegeven, " "betekenen dat die verhuur een bevestigde offerte heeft, maar nog niet is " "opgehaald." #: ../../content/applications/sales/rental.rst:32 msgid "" "On the left sidebar, the :guilabel:`Rental Status` for each rental can be " "found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " "accessible. Clicking any option in the left sidebar filters the displayed " "rentals on the dashboard." msgstr "" "In de linker zijbalk vind je de :guilabel:`Huurstatus` voor elke verhuur. " "Daaronder is de :guilabel:`factuurstatus` van de verhuur toegankelijk. Als " "je op een optie in de linker zijbalk klikt, worden de weergegeven " "verhuringen op het dashboard gefilterd." #: ../../content/applications/sales/rental.rst:37 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 msgid "Settings" msgstr "Instellingen" #: ../../content/applications/sales/rental.rst:39 msgid "" "To configure additional rental delay costs, availability of rental items, or" " minimum time of rental, navigate to :menuselection:`Rental app --> " "Configuration --> Settings`." msgstr "" "Om extra kosten voor huurvertraging, beschikbaarheid van huuritems of " "minimale huurtijd in te stellen, navigeer je naar :menuselectie:`Verhuurapp " "--> Configuratie --> Instellingen`." #: ../../content/applications/sales/rental.rst-1 #: ../../content/applications/sales/rental.rst-1 msgid "How the Settings page appears in the Odoo Rental application." msgstr "Hoe de Instellingen pagina verschijnt in de Odoo Verhuur applicatie." #: ../../content/applications/sales/rental.rst:46 msgid "" "In the :guilabel:`Rental` section, there are options to configure " ":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " "is also the option to activate :guilabel:`Rental Transfers` and " ":guilabel:`Digital Documents`." msgstr "" "In het :guilabel:`Verhuur` gedeelte zijn er opties om :guilabel:`Standaard " "vertragingskosten` en :guilabel:`Standaard opvultijd` in te stellen. Er is " "ook een optie om :guilabel:`Huuroverdrachten` en :guilabel:`Digitale " "documenten` te activeren." #: ../../content/applications/sales/rental.rst:50 msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." msgstr "" ":guilabel:`Default Delay Costs` zijn extra kosten voor te laat inleveren." #: ../../content/applications/sales/rental.rst:51 msgid "" ":guilabel:`Default Padding Time` represents the minimum amount of time " "between two rentals." msgstr "" ":guilabel:`Default Padding Time` staat voor de minimale tijd tussen twee " "verhuringen." #: ../../content/applications/sales/rental.rst:52 msgid "" ":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" " for rental orders." msgstr "" ":guilabel:`Verhuuroverdrachten` betekent dat voorraadleveringen en " "kassabonnen kunnen worden gebruikt voor verhuuropdrachten." #: ../../content/applications/sales/rental.rst:54 msgid "" ":guilabel:`Digital Documents` allows users to upload documents for customers" " to sign prior to" msgstr "" ":guilabel:`Digitale documenten` stelt gebruikers in staat om documenten te " "uploaden die klanten kunnen ondertekenen voordat ze" #: ../../content/applications/sales/rental.rst:54 msgid "confirming their rental." msgstr "die hun huur bevestigen." #: ../../content/applications/sales/rental.rst:56 msgid "" "In the :guilabel:`Rent Online` section, there are options to configure a " ":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " "days`, or days during which pickup and return are not possible." msgstr "" "In het :guilabel:`Online Verhuur` gedeelte zijn er opties om een " ":guilabel:`Minimale Huurperiode` in te stellen en " ":guilabel:`Onbeschikbaarheidsdagen` aan te wijzen, of dagen waarop ophalen " "en terugbrengen niet mogelijk is." #: ../../content/applications/sales/rental.rst:61 msgid "Rental products" msgstr "Verhuur assortiment" #: ../../content/applications/sales/rental.rst:63 msgid "" "To view all products that can rented in the database, navigate to " ":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" " Rented` search filter appears in the search bar." msgstr "" "Om alle producten die verhuurd kunnen worden in de database te bekijken, " "navigeer je naar :menuselection:`Verhuur app --> Producten`. Standaard " "verschijnt het :guilabel:`Kan gehuurd worden` zoekfilter in de zoekbalk." #: ../../content/applications/sales/rental.rst:66 msgid "" "Each product kanban card displays that product's name, rental price, and " "product image (if applicable)." msgstr "" "Op elke product kanban-kaart staat de naam van het product, de huurprijs en " "de productafbeelding (indien van toepassing)." #: ../../content/applications/sales/rental.rst:70 msgid "Rental pricing" msgstr "Huurprijzen" #: ../../content/applications/sales/rental.rst:72 msgid "" "To adjust the rental pricing on a product, go to the :guilabel:`Products` " "page in the *Rental* app, then select the desired product or click " ":guilabel:`New` to create a new product from scratch." msgstr "" "Om de huurprijs van een product aan te passen, ga je naar de " ":guilabel:`Products` pagina in de *Verhuur* app en selecteer je het gewenste" " product of klik je op :guilabel:`Nieuw` om een nieuw product aan te maken." #: ../../content/applications/sales/rental.rst:75 msgid "" "On the product form, ensure the :guilabel:`Can be Rented` checkbox is " "ticked. Then, open the :guilabel:`Rental prices` tab." msgstr "" "Controleer op het productformulier of het selectievakje :guilabel:`Kan " "worden verhuurd` is aangevinkt. Open vervolgens het tabblad " ":guilabel:`Verhuurprijzen`." #: ../../content/applications/sales/rental.rst:83 msgid "" "If creating a rental product outside of the *Rental* app, just ensure the " ":guilabel:`Can be Rented` checkbox is ticked on the product form. By " "default, this checkbox is ticked whenever a product is created directly in " "the *Rental* application." msgstr "" "Als je een verhuurproduct maakt buiten de *Verhuur* applicatie, zorg er dan " "voor dat het :guilabel:`Kan worden Verhuurd` selectievakje is aangevinkt op " "het productformulier. Dit selectievakje is standaard aangevinkt wanneer een " "product direct in de *Verhuur* applicatie wordt gemaakt." #: ../../content/applications/sales/rental.rst:90 msgid "" "Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " "designate custom rental prices and rental periods for the product." msgstr "" "In het :guilabel:`Prijzen` gedeelte van het :guilabel:`Verhuurprijzen` " "tabblad kun je aangepaste huurprijzen en huurperioden voor het product " "instellen." #: ../../content/applications/sales/rental.rst:93 msgid "" "To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " "*pricing period* (:dfn:`the unit of duration of the rental`) in the " ":guilabel:`Period` column, or create a new pricing period by typing in the " "name and clicking :guilabel:`Create`." msgstr "" "Om prijzen voor een verhuur toe te voegen, klik je op :guilabel:`Prijs " "toevoegen`. Kies vervolgens een *prijsperiode* (:dfn:`de duurperiode van de " "verhuur`) in de kolom :guilabel:`Periode` of maak een nieuwe prijsperiode " "aan door de naam in te voeren en op :guilabel:`Creëer` te klikken." #: ../../content/applications/sales/rental.rst:97 msgid "" "Next, decide whether or not to apply this custom rental price to a specific " ":guilabel:`Pricelist`." msgstr "" "Beslis vervolgens of je deze aangepaste huurprijs wel of niet wilt toepassen" " op een specifieke :guilabel:`Prijslijst`." #: ../../content/applications/sales/rental.rst:99 msgid "" "Lastly, enter the desired :guilabel:`Price` for that specific " ":guilabel:`Period`." msgstr "" "Voer ten slotte de gewenste :guilabel:`Prijs` in voor die specifieke " ":guilabel:`Periode`." #: ../../content/applications/sales/rental.rst:102 msgid "" "There is no limit to how many pricing lines can be added. Multiple pricing " "options for rental products are typically used to give discounts for " "customers who agree to longer rental durations." msgstr "" "Er is geen limiet aan het aantal prijsregels dat kan worden toegevoegd. " "Meerdere prijsopties voor verhuurproducten worden meestal gebruikt om " "korting te geven aan klanten die een langere huurtermijn overeenkomen." #: ../../content/applications/sales/rental.rst:105 msgid "" "To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " "and that row is deleted." msgstr "" "Om een huurprijsoptie te verwijderen, klik je op het :guilabel:`🗑️ " "(prullenbak)` pictogram en die rij wordt verwijderd." #: ../../content/applications/sales/rental.rst:109 msgid "Reservations" msgstr "Reserveringen" #: ../../content/applications/sales/rental.rst:111 msgid "" "Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " "tab, there is the option to configure additional fines for any " ":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " "return a rental." msgstr "" "Onder het :guilabel:`Reserveringen` gedeelte van het :guilabel:`Huurprijzen`" " tabblad is er de optie om extra boetes in te stellen voor elk " ":guilabel:`Extra Uur` of :guilabel:`Extra Dag` dat de klant nodig heeft om " "een huur terug te brengen." #: ../../content/applications/sales/rental.rst:115 msgid "" "There is also the option to set a :guilabel:`Security Time`, expressed in " "hours, to make the rental product temporarily unavailable between two rental" " orders. Such a feature may prove useful if maintenance or cleaning is " "required between rentals." msgstr "" "Er is ook een optie om een :guilabel:`Veiligheidstijd` in te stellen, " "uitgedrukt in uren, om het verhuurproduct tijdelijk niet beschikbaar te " "maken tussen twee verhuuropdrachten. Deze functie kan handig zijn als er " "onderhoud of schoonmaak nodig is tussen twee verhuringen in." #: ../../content/applications/sales/rental.rst:120 msgid "Price computing" msgstr "Prijs berekenen" #: ../../content/applications/sales/rental.rst:122 msgid "" "Odoo always uses two rules to compute the price of a product when a rental " "order is created:" msgstr "" "Odoo gebruikt altijd twee regels om de prijs van een product te berekenen " "wanneer een verhuurorder wordt aangemaakt:" #: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "Er wordt maar één prijsregel gebruikt." #: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "De goedkoopste lijn wordt geselecteerd." #: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "Beschouw de volgende huurprijsconfiguratie voor een product:" #: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 dag: $100" #: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 dagen: $250" #: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 week: $500" #: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" "Een klant wil dit product voor acht dagen huren. Welke prijs zal hij " "betalen?" #: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" #: ../../content/applications/sales/rental.rst:142 msgid "Rental orders" msgstr "Verhuur bestellingen" #: ../../content/applications/sales/rental.rst:144 msgid "" "To create a rental order in the *Rental* app, navigate to " ":menuselection:`Rental app --> Orders --> Orders`, and click " ":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " "accordingly." msgstr "" "Om een verhuurorder aan te maken in de *Verhuur* app, navigeer je naar " ":menuselectie:`Verhuur app --> Bestellingen --> Bestellingen`, en klik je op" " :guilabel:`Nieuw`. Hierdoor verschijnt een leeg bestelformulier dat je kunt" " invullen." #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a filled out rental order available in the Odoo Rental " "application." msgstr "" "Voorbeeld van een ingevulde huuropdracht beschikbaar in de Odoo Verhuur " "applicatie." #: ../../content/applications/sales/rental.rst:152 msgid "" "Start by adding a :guilabel:`Customer`, then configure the desired duration " "of the rental in the :guilabel:`Rental period` field." msgstr "" "Begin met het toevoegen van een :guilabel:`Klant` en configureer dan de " "gewenste huurperiode in het :guilabel:`Verhuurperiode` veld." #: ../../content/applications/sales/rental.rst:155 msgid "" "To adjust the rental duration, click the first date in the :guilabel:`Rental" " period` field, and select the range of dates to represent the rental " "duration from the pop-up calendar form that appears." msgstr "" "Om de huurperiode aan te passen klik je op de eerste datum in het " ":guilabel:`Verhuurperiode` veld en selecteer je in het pop-up " "kalenderformulier dat verschijnt de reeks data die de huurperiode weergeeft." #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a rental period calendar pop-up window in the Odoo Rental " "application." msgstr "" "Voorbeeld van een pop-upvenster van een kalender voor een huurperiode in de " "Odoo Huurapplicatie." #: ../../content/applications/sales/rental.rst:163 msgid "" "Once complete, click :guilabel:`Apply` in the calendar pop-up form. " "Following that, the pop-up form disappears, and the designated time period " "of the rental is represented in the :guilabel:`Duration` field." msgstr "" "Zodra je klaar bent, klik je op :guilabel:`Toepassen` in het pop-upvenster " "van de kalender. Daarna verdwijnt het pop-upvenster en wordt de aangewezen " "huurperiode weergegeven in het :guilabel:`Duration`-veld." #: ../../content/applications/sales/rental.rst:167 msgid "" "Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " ":guilabel:`Add a product`, and selecting the desired rental product to add " "to the form." msgstr "" "Voeg vervolgens een verhuurproduct toe op het tabblad " ":guilabel:`Bestelregels` door te klikken op :guilabel:`Een product " "toevoegen` en het gewenste verhuurproduct te selecteren om toe te voegen aan" " het formulier." #: ../../content/applications/sales/rental.rst:171 msgid "" "If a rental product is added *before* the :guilabel:`Rental period` field " "has been properly configured, the user can *still* adjust the " ":guilabel:`Rental period` field accordingly." msgstr "" "Als een verhuurproduct wordt toegevoegd *voordat* het " ":guilabel:`Verhuurperiode`-veld correct is geconfigureerd, kan de gebruiker " "*nog* het :guilabel:`Verhuurperiode`-veld dienovereenkomstig aanpassen." #: ../../content/applications/sales/rental.rst:174 msgid "" "Simply select the desired range of dates to represent the duration of the " "rental, then click :guilabel:`Update Rental Prices` in the " ":guilabel:`Duration` field." msgstr "" "Selecteer gewoon de gewenste reeks data om de duur van de huur weer te geven" " en klik dan op :guilabel:`Wijzig huurprijzen` in het :guilabel:`Duur` veld." #: ../../content/applications/sales/rental.rst-1 msgid "" "The update rental prices option that appears in the Odoo Rental application." msgstr "" "De optie Huurprijzen bijwerken die verschijnt in de Odoo Verhuur applicatie." #: ../../content/applications/sales/rental.rst:181 msgid "" "Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " "correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " "accordingly." msgstr "" "Als je dit doet, verschijnt er een :guilabel:`Bevestiging` pop-up venster. " "Als alles correct is, klik je op :guilabel:`Ok` en Odoo berekent de " "huurprijs opnieuw." #: ../../content/applications/sales/rental.rst:184 msgid "" "Once all the information has been entered correctly on the rental order " "form, click the :guilabel:`Send by Email` button to send the quotation to " "the customer, or click the :guilabel:`Confirm` button to confirm the order." msgstr "" #: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "Handtekening van de klant" #: ../../content/applications/sales/rental.rst:191 msgid "" "Upon confirming a rental order, the :guilabel:`Sign Documents` button " "appears. This gives the ability to request the customer sign a rental " "agreement, outlining the arrangement between the company and customer, " "*before* they pick up the rental product(s)." msgstr "" "Bij het bevestigen van een verhuuropdracht verschijnt de knop " ":guilabel:`Documenten ondertekenen`. Dit geeft de mogelijkheid om de klant " "te vragen een huurovereenkomst te ondertekenen, waarin de overeenkomst " "tussen het bedrijf en de klant wordt beschreven, *voordat* het " "verhuurproduct wordt opgehaald." #: ../../content/applications/sales/rental.rst:195 msgid "" "Such documents can ensure everything is returned on-time and in its original" " condition." msgstr "" "Zulke documenten kunnen ervoor zorgen dat alles op tijd en in originele " "staat wordt geretourneerd." #: ../../content/applications/sales/rental.rst:198 msgid "" "The :guilabel:`Sign Documents` button/option **only** appears if the " ":guilabel:`Digital Documents` feature has been activated in the *Rental* " "application settings. To do so, navigate to :menuselection:`Rental app --> " "Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " "click :guilabel:`Save`." msgstr "" "De knop/optie :guilabel:`Documenten ondertekenen` verschijnt **alleen** als " "de functie :guilabel:`Digitale documenten` is geactiveerd in de instellingen" " van de *Verhuurapplicatie*. Navigeer hiervoor naar " ":menuselectie:`Verhuurapp --> Configuratie --> Instellingen`, activeer " ":guilabel:`Digitale documenten` en klik op :guilabel:`Opslaan`." #: ../../content/applications/sales/rental.rst:204 msgid "" "This feature also requires the :doc:`Sign <../productivity/sign>` app. If " "necessary, Odoo automatically installs it after activating the " ":guilabel:`Digital Documents` setting." msgstr "" "Deze functie vereist ook de :doc:`Sign <../productivity/sign>` app. Indien " "nodig installeert Odoo deze automatisch na het activeren van de " ":guilabel:`Digitale documenten` instelling." #: ../../content/applications/sales/rental.rst:207 msgid "" "To request a customer signature on a rental agreement, select a confirmed " "rental order, and click the :guilabel:`Sign Documents` button to reveal a " ":guilabel:`Sign Documents` pop-up window." msgstr "" "Om een klant te vragen een huurovereenkomst te ondertekenen, selecteer je " "een bevestigde huurovereenkomst en klik je op de :guilabel:`Documenten " "ondertekenen` knop om een :guilabel:`Documenten ondertekenen` pop-up venster" " te openen." #: ../../content/applications/sales/rental.rst-1 msgid "" "The Sign Documents pop-up window that appears in the Odoo Rental " "application." msgstr "" "Het pop-upvenster Documenten ondertekenen dat verschijnt in de Odoo Verhuur " "applicatie." #: ../../content/applications/sales/rental.rst:214 msgid "" "From here, select the desired document from the :guilabel:`Document " "Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " ":guilabel:`New Signature Request` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "The New Signature Request pop-up window that appears in the Odoo Rental " "application." msgstr "" "Het pop-upvenster Nieuwe handtekeningaanvraag dat verschijnt in de Odoo " "Verhuur applicatie." #: ../../content/applications/sales/rental.rst:221 msgid "" "Upon confirming the information in the :guilabel:`New Signature Request` " "pop-up form, click :guilabel:`Sign Now` to initiate the signing process." msgstr "" "Na het bevestigen van de informatie in het pop-upvenster :guilabel:`Nieuw " "handtekeningverzoek` klik je op :guilabel:`Teken nu` om het " "ondertekeningsproces te starten." #: ../../content/applications/sales/rental.rst:224 msgid "" "A separate page is then revealed, showcasing the document to be signed, " "which is accessible to the customer via the customer portal." msgstr "" "Er verschijnt dan een aparte pagina met het te ondertekenen document, dat " "toegankelijk is voor de klant via het klantenportaal." #: ../../content/applications/sales/rental.rst:227 msgid "" "Odoo guides the customer through the signing process with clear, clickable " "indicators, and allows them to create electronic signatures to quickly " "complete the form." msgstr "" "Odoo leidt de klant door het ondertekeningsproces met duidelijke, klikbare " "indicatoren en stelt ze in staat om elektronische handtekeningen te maken om" " het formulier snel te voltooien." #: ../../content/applications/sales/rental.rst-1 msgid "" "The adopt your signature pop-up window that appears in the Odoo Rental " "application." msgstr "" "Het pop-up venster Pas je handtekening aan verschijnt in de Odoo Verhuur " "applicatie." #: ../../content/applications/sales/rental.rst:234 msgid "" "Once the document has been signed and completed, click the " ":guilabel:`Validate & Send Completed Document` button at the bottom of the " "document." msgstr "" "Zodra het document is ondertekend en ingevuld, klik je op de " ":guilabel:`Validate & Send Completed Document` knop onderaan het document." #: ../../content/applications/sales/rental.rst-1 msgid "" "The validate and send completed document button in the Odoo Rental " "application." msgstr "" "De knop Voltooid document valideren en verzenden in de Odoo Verhuur " "applicatie." #: ../../content/applications/sales/rental.rst:241 msgid "" "Upon clicking the :guilabel:`Validate & Send Completed Document` button, " "Odoo presents the option to download the signed document for record-keeping " "purposes, if necessary." msgstr "" "Nadat je op de :guilabel:`Validate & Send Completed Document` knop hebt " "geklikt, biedt Odoo de optie om het ondertekende document te downloaden om " "het eventueel te bewaren." #: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" "`Odoo Handleidingen: Ondertekenen `_" #: ../../content/applications/sales/rental.rst:250 msgid "Pickup products" msgstr "Producten afhalen" #: ../../content/applications/sales/rental.rst:252 msgid "" "When a customer picks up the product(s), navigate to the appropriate rental " "order, click the :guilabel:`Pickup` button, and then click " ":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " "appears." msgstr "" #: ../../content/applications/sales/rental.rst:256 msgid "" "Doing so places a :guilabel:`Picked-up` status banner on the rental order." msgstr "" "Als je dit doet, wordt er een :guilabel:`Opgehaald` statusbanner op de " "verhuuropdracht geplaatst." #: ../../content/applications/sales/rental.rst:259 msgid "Return products" msgstr "Producten retourneren" #: ../../content/applications/sales/rental.rst:261 msgid "" "When a customer returns the product(s), navigate to the appropriate rental " "order, click the :guilabel:`Return` button, and validate the return by " "clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " "form that appears." msgstr "" #: ../../content/applications/sales/rental.rst:265 msgid "" "Doing so places a :guilabel:`Returned` status banner on the rental order." msgstr "" "Als je dit doet, wordt er een :guilabel:`Returned` statusbanner op de " "verhuuropdracht geplaatst." #: ../../content/applications/sales/rental.rst:268 msgid "Print pickup and return receipts" msgstr "Ontvangstbewijzen voor ophalen en inleveren afdrukken" #: ../../content/applications/sales/rental.rst:270 msgid "" "Pickup and return receipts can be printed for customers when they pick up " "and/or return rental products." msgstr "" "Afhaal- en retourbonnen kunnen worden afgedrukt voor klanten wanneer ze " "huurproducten ophalen en/of terugbrengen." #: ../../content/applications/sales/rental.rst:273 msgid "" "To print pickup and/or return receipts, navigate to the appropriate rental " "order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" "Om afhaal- en/of retourbonnen af te drukken, navigeer je naar de betreffende" " huurorder en klik je op het :guilabel:`⚙️ (tandwiel)` pictogram om een " "vervolgkeuzemenu te openen." #: ../../content/applications/sales/rental.rst-1 msgid "" "The pickup and return receipt print option in the Odoo Rental application." msgstr "" "De optie voor het afdrukken van afhaal- en retourbonnen in de Odoo Verhuur " "applicatie." #: ../../content/applications/sales/rental.rst:280 msgid "" "From this drop-down menu, hover over the :guilabel:`Print` option to reveal " "a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." msgstr "" #: ../../content/applications/sales/rental.rst:283 msgid "" "Odoo generates and downloads a PDF, detailing all information about the " "current status of the rented item(s)." msgstr "" "Odoo genereert en downloadt een PDF met alle informatie over de huidige " "status van het/de gehuurde item(s)." #: ../../content/applications/sales/sales.rst:10 msgid "" "**Odoo Sales** is the application to run your sales process (from quotation " "to sales order) and deliver and invoice what has been sold." msgstr "" #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "" "`Odoo tutorials: Verkooptutorials `_" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "Amazon connector" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector features" msgstr "Kenmerken Amazon Connector" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" "The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " "considerably reduces the amount of time spent manually entering Amazon " "orders (from the Amazon Seller account) into Odoo. It also allows users to " "accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 #: ../../content/applications/sales/sales/shopee_connector.rst:12 msgid "Supported features" msgstr "Ondersteunde functies" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The Amazon Connector is able to:" msgstr "De Amazon Connector kan:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" "Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " "their order items, which include:" msgstr "" "Synchroniseer (Amazon naar Odoo) alle bevestigde bestellingen (zowel FBA als" " FBM) en hun bestelitems, waaronder:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "product name, description, and quantity" msgstr "productnaam, beschrijving en hoeveelheid" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "shipping costs for the product" msgstr "verzendkosten voor het product" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "gift wrapping charges" msgstr "kosten voor cadeauverpakking" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" "Create any missing partner related to an order in Odoo (contact types " "supported: contact and delivery address)." msgstr "" "Creëer elke ontbrekende partner gerelateerd aan een bestelling in Odoo " "(ondersteunde contacttypes: contact en afleveradres)." #: ../../content/applications/sales/sales/amazon_connector/features.rst:24 msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" "Breng Amazon op de hoogte van een bevestigde verzending in Odoo (FBM) om " "betaald te worden." #: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" "Synchroniseer (Odoo naar Amazon) alle beschikbare hoeveelheden van je " "producten (FBM)." #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 #: ../../content/applications/sales/sales/shopee_connector.rst:24 msgid "Support multiple seller accounts." msgstr "Ondersteuning voor accounts van meerdere verkopers." #: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "Ondersteuning voor meerdere marktplaatsen per verkopersaccount." #: ../../content/applications/sales/sales/amazon_connector/features.rst:32 msgid "" "The following table lists capabilities provided by Odoo when using the " "Amazon Connector:" msgstr "" "De volgende tabel geeft een overzicht van de mogelijkheden die Odoo biedt " "bij het gebruik van de Amazon Connector:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "Fulfilled by Amazon (FBA)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "Fulfilled By Merchant (FBM)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Synchronize shipped and cancelled orders." msgstr "Verzonden en geannuleerde bestellingen synchroniseren." #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Synchronize unshipped and cancelled orders." msgstr "Niet verzonden en geannuleerde bestellingen synchroniseren." #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "**Verzenden**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon, and included in the synchronized order." msgstr "" "De verzendkosten worden berekend door Amazon en opgenomen in de " "gesynchroniseerde bestelling." #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon and included in the synchronized orders." msgstr "" "De verzendkosten worden berekend door Amazon en opgenomen in de " "gesynchroniseerde bestellingen." #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "Shipping done by Amazon." msgstr "Verzending door Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "" "A delivery order is automatically created in Odoo for each new order. Once " "it has been processed in Odoo, the status is then synchronized in Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "**Cadeauverpakking**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Handled by Amazon." msgstr "Verwerkt door Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "" "Cost is computed by Amazon, and included in the synchronized order. Gift " "message is added on a line of the order and on the delivery order. Then it " "is up to the user." msgstr "" "De kosten worden berekend door Amazon en opgenomen in de gesynchroniseerde " "bestelling. Een cadeaubericht wordt toegevoegd op een regel van de " "bestelling en op de leveringsorder. Daarna is het aan de gebruiker." #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "**Stockbeheer**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" "Managed by Amazon, and synchronized with a virtual location to follow it in " "Odoo." msgstr "" "Beheerd door Amazon en gesynchroniseerd met een virtuele locatie om te " "volgen in Odoo." #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "Beheerd in Odoo Inventory app en gesynchroniseerd met Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "**Delivery Notifications**" msgstr "**Leveringsberichten**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" "Verzenden door Amazon, gebaseerd op de afleverstatus gesynchroniseerd vanuit" " Odoo." #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 msgid "" "The Amazon Connector is designed to synchronize the data of sales orders. " "Other actions, such as downloading monthly fees reports, handling disputes, " "or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" " usual." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:71 msgid "" "As of February 19, 2024, in North American marketplaces, :abbr:`FBA " "(Fulfilled by Amazon)` orders created with the *Amazon Connector*, do not " "get the customer's name passed onto the sales/delivery order in Odoo. This " "is due to the fact that Amazon now calculates, and remits, sales tax on " "behalf of sellers. In other words, personally identifiable customer " "information is not transmitted to the seller any longer, after a :abbr:`FBA " "(Fulfilled by Amazon)` order." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:80 msgid "Supported marketplaces" msgstr "Ondersteunde marktplaatsen" #: ../../content/applications/sales/sales/amazon_connector/features.rst:82 msgid "" "If a marketplace is not listed in your Amazon marketplaces, it's possible to" " :ref:`add a new marketplace `." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:86 msgid "**North America region**" msgstr "**Noord-Amerika**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Canada" msgstr "Canada" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Amazon.ca" msgstr "Amazon.ca" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 #: ../../content/applications/sales/sales/shopee_connector.rst:62 msgid "Mexico" msgstr "Mexico" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 msgid "Amazon.com.mx" msgstr "Amazon.com.mx" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "US" msgstr "US" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "Amazon.com" msgstr "Amazon.com" #: ../../content/applications/sales/sales/amazon_connector/features.rst:96 msgid "**Europe region**" msgstr "**Europa**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Germany" msgstr "Duitsland" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Amazon.de" msgstr "Amazon.de" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Spain" msgstr "Spanje" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Amazon.es" msgstr "Amazon.es" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "France" msgstr "Frankrijk" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "Amazon.fr" msgstr "Amazon.fr" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "UK" msgstr "Engeland" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "Amazon.co.uk" msgstr "Amazon.co.uk" #: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Italy" msgstr "Italië" #: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Amazon.it" msgstr "Amazon.it" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Netherlands" msgstr "Nederland" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Amazon.nl" msgstr "Amazon.nl" #: ../../content/applications/sales/sales/amazon_connector/features.rst:112 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:200 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:199 msgid ":doc:`setup`" msgstr ":doc:`opzetten`" #: ../../content/applications/sales/sales/amazon_connector/features.rst:113 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:232 msgid ":doc:`manage`" msgstr ":doc:`beheer`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Amazon order management" msgstr "Amazon bestelbeheer" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:48 msgid "Order synchronization" msgstr "Bestelsynchronisatie" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" "Orders are automatically fetched from Amazon, and synchronized in Odoo, at " "regular intervals." msgstr "" "Bestellingen worden automatisch opgehaald bij Amazon en met regelmatige " "tussenpozen gesynchroniseerd in Odoo." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 msgid "" "The synchronization is based on the Amazon status: only orders whose status " "has changed since the last synchronization are fetched from Amazon. This " "includes changes on either end (Amazon or Odoo)." msgstr "" "De synchronisatie is gebaseerd op de Amazon status: alleen bestellingen " "waarvan de status is veranderd sinds de laatste synchronisatie worden " "opgehaald bij Amazon. Dit omvat wijzigingen aan beide kanten (Amazon of " "Odoo)." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 msgid "" "For *FBA* (Fulfilled by Amazon), only *Shipped* and *Cancelled* orders are " "fetched." msgstr "" "Voor *FBA* (Fulfilled by Amazon) worden alleen *Shipped* en *Cancelled* " "bestellingen opgehaald." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" "For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " "*Cancelled* orders. For each synchronized order, a sales order and customer " "are created in Odoo (if the customer is not already registered in the " "database)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 msgid "" "The stock synchronization does **not** currently support selling the same " "product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled " "By Amazon)`." msgstr "" "De voorraadsynchronisatie ondersteunt **op dit moment* niet de verkoop van " "hetzelfde product als :abbr:`FBM (Fulfilled By Merchant)` *en* :abbr:`FBA " "(Fulfilled By Amazon)`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:23 msgid "" "At times, when stock is sent for all products, it triggers a stock problem " "with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By " "Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:27 msgid "" "As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, " "instead of taking from their own warehouse. Odoo developers are currently " "working on resolving this issue to avoid future discrepancies." msgstr "" "Als gevolg hiervan verkoopt Amazon het dan als :abbr:`FBM (Fulfilled By " "Merchant)`, in plaats van het uit hun eigen magazijn te halen. Odoo " "ontwikkelaars werken momenteel aan het oplossen van dit probleem om " "toekomstige discrepanties te voorkomen." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 msgid "" "When an order is cancelled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically cancelled in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:66 msgid "Force synchronization" msgstr "Synchronisatie forceren" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:38 msgid "" "In order to force the synchronization of an order, whose status has **not** " "changed since the previous synchronization, start by activating the " ":ref:`developer mode `. This includes changes on either end " "(Amazon or Odoo)." msgstr "" "Om de synchronisatie te forceren van een bestelling waarvan de status " "**niet** is gewijzigd sinds de vorige synchronisatie, begin je met het " "activeren van de :ref:`ontwikkelaarsmodus `. Dit geldt ook " "voor wijzigingen aan beide kanten (Amazon of Odoo)." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:42 msgid "" "Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " "Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " "Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " "Last Order Sync`." msgstr "" "Navigeer vervolgens naar het Amazon account in Odoo (:menuselectie:`Verkoop " "app --> Configuratie --> Instellingen --> Connectors --> Amazon Sync --> " "Amazon Accounts`) en pas de datum aan onder :menuselectie:`Orders opvolgen " "--> Laatste bestelling synchroniseren`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:75 msgid "" "Be sure to pick a date that occurs prior to the last status change of the " "desired order to synchronize and save. This will ensure synchronization " "occurs correctly." msgstr "" "Zorg ervoor dat je een datum kiest die voorafgaat aan de laatste " "statuswijziging van de gewenste bestelling om te synchroniseren en op te " "slaan. Dit zorgt ervoor dat de synchronisatie correct verloopt." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:51 msgid "" "To immediately synchronize the orders of an Amazon account, switch to " ":ref:`developer mode `, head to the Amazon account in Odoo, " "and click :guilabel:`Sync Orders`. The same can be done with pickings by " "clicking :guilabel:`Sync Pickings`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:56 msgid "Manage deliveries in FBM" msgstr "Leveringen beheren in FBM" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:58 msgid "" "Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " "picking is instantly created in the *Inventory* app, along with a sales " "order and customer record. Then, decide to either ship all the ordered " "products to the customer at once, or ship products partially using " "backorders." msgstr "" "Wanneer een FBM (Fulfilled by Merchant) order wordt gesynchroniseerd in " "Odoo, wordt er direct een orderpicking aangemaakt in de *Inventory* app, " "samen met een verkooporder en klantrecord. Vervolgens kun je beslissen of je" " alle bestelde producten in één keer naar de klant wilt verzenden, of dat je" " producten gedeeltelijk wilt verzenden met behulp van nabestellingen." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:62 msgid "" "When a picking related to the order is confirmed, a notification is then " "sent to Amazon, who, in turn, notifies the customer that the order (or a " "part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:66 msgid "" "Amazon requires users to provide a tracking reference with each delivery. " "This is needed to assign a carrier." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 msgid "" "If the carrier doesn't automatically provide a tracking reference, one must " "be set manually. This rule applies to all Amazon marketplaces." msgstr "" "Als de vervoerder niet automatisch een trackingreferentie opgeeft, moet er " "handmatig een worden ingesteld. Deze regel geldt voor alle Amazon " "marktplaatsen." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:73 msgid "" "If the chosen carrier isn't supported by Odoo, a carrier with the same name " "can still be created (e.g. create a carrier named `easyship`). The name used" " is **not** case sensitive, but be mindful to avoid typos. If there are " "typos, Amazon will **not** recognize them. Next, create a delivery carrier " "named `Self Delivery` to inform Amazon that the user will make the " "deliveries. Even with this route, a tracking reference still **must** be " "entered. Remember, the customer is notified by email about the delivery, and" " the carrier, along with the tracking reference, are displayed in the email " "to the customer." msgstr "" "Als de gekozen vervoerder niet wordt ondersteund door Odoo, kan er toch een " "vervoerder met dezelfde naam worden aangemaakt (maak bijvoorbeeld een " "vervoerder met de naam `easyship`). De gebruikte naam is **niet** " "hoofdlettergevoelig, maar let op dat je geen typefouten maakt. Typfouten " "worden door Amazon **niet** herkend. Maak vervolgens een leveringsroute aan " "met de naam `zelfbezorging` om Amazon te informeren dat de gebruiker de " "leveringen zal doen. Zelfs met deze route moet er nog steeds **een " "trackingreferentie** worden ingevoerd. Onthoud dat de klant per e-mail op de" " hoogte wordt gesteld van de levering en dat de vervoerder, samen met de " "trackingreferentie, worden weergegeven in de e-mail aan de klant." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:82 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 msgid "Manage errors when synchronizing deliveries" msgstr "Fouten beheren bij het synchroniseren van leveringen" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:89 msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:93 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:97 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " "shipments were affected. In that case, all the shipments in an unknown state" " will be treated as if they failed to synchronize. Once Odoo receives a " "notification from Amazon saying that a shipment was processed, its tag will " "change to :guilabel:`Synchronized with Amazon`. To speed up this process, on" " your Amazon account, click on :guilabel:`Sync Orders` to manually " "synchronize these orders, or click on :guilabel:`Recover Order` and enter " "the relevant Amazon Order Reference." msgstr "" "Het kan gebeuren dat Odoo een melding van Amazon ontvangt dat bepaalde " "afleverinformatie niet is verwerkt, maar zonder te specificeren om welke " "zendingen het gaat. In dat geval worden alle zendingen in een onbekende " "status behandeld alsof ze niet gesynchroniseerd zijn. Zodra Odoo een melding" " van Amazon ontvangt dat een zending is verwerkt, zal de tag veranderen in " ":guilabel:`Gesynchroniseerd met Amazon`. Om dit proces te versnellen klik je" " in je Amazon account op :guilabel:`Sync Orders` om deze bestellingen " "handmatig te synchroniseren, of klik op :guilabel:`Recover Order` en voer de" " relevante Amazon Orderreferentie in." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:106 msgid "Follow deliveries in FBA" msgstr "Leveringen volgen in FBA" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:108 msgid "" "When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " "move is recorded in the *Inventory* app for each sales order item. That way," " it's saved in the system." msgstr "" "Wanneer een FBA (Fulfilled by Amazon) order wordt gesynchroniseerd in Odoo, " "wordt er een voorraadverplaatsing vastgelegd in de *Inventory* app voor elk " "item van de verkooporder. Op die manier wordt het opgeslagen in het systeem." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:111 msgid "" "Inventory managers can access these stock moves by navigating to " ":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" "For FBA orders, the stock move is automatically created in Odoo by the " "Amazon connector, thanks to the shipping status of Amazon. When sending new " "products to Amazon, the user should manually create a picking (delivery " "order) to transfer these products from their warehouse to the Amazon " "location." msgstr "" "Voor FBA bestellingen wordt de voorraadverplaatsing automatisch aangemaakt " "in Odoo door de Amazon connector, dankzij de verzendstatus van Amazon. Bij " "het verzenden van nieuwe producten naar Amazon moet de gebruiker handmatig " "een pick (leveringsorder) aanmaken om deze producten van hun magazijn naar " "de Amazon locatie te verplaatsen." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:119 msgid "" "To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " "replenishing stock. An automated replenishment from reordering rules can " "also be triggered on the Amazon location." msgstr "" "Om *Amazon (FBA)* voorraad in Odoo te volgen, maak je een voorraadaanpassing" " na het aanvullen van de voorraad. Een automatische aanvulling vanuit regels" " voor nabestellingen kan ook worden geactiveerd op de Amazon locatie." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 msgid "" "The Amazon location is configurable by accessing the Amazon account managed " "in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" " app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " "Amazon Accounts`." msgstr "" "De Amazon locatie kan worden geconfigureerd door toegang te krijgen tot de " "Amazon account die wordt beheerd in Odoo. Om toegang te krijgen tot de " "Amazon accounts in Odoo ga je naar :menuselectie:`Verkoop app --> " "Configuratie --> Instellingen --> Connectors --> Amazon Sync --> Amazon " "Accounts`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:126 msgid "" "All accounts of the same company use the same Amazon location, by default. " "However, it is possible to follow the stock filtered by marketplace." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:129 msgid "" "To do that, first remove the marketplace, where the desired stock to follow " "separately can be found, from the list of synchronized marketplaces, which " "can be found by navigating to :menuselection:`Sales app --> Configuration " "--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:134 msgid "" "Next, create another registration for this account, and remove all " "marketplaces--- **except** the marketplace this is desired to be isolated " "from the others." msgstr "" "Maak vervolgens een andere registratie aan voor dit account en verwijder " "alle marktplaatsen-- **uitgezonderd** de marktplaats die je wilt isoleren " "van de anderen." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" "Lastly, assign another stock location to the second registration of the " "account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 msgid "Invoice and register payments" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:143 msgid "Issue invoices" msgstr "Facturen uitschrijven" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:145 msgid "" "Due to Amazon's policy of not sharing customer email addresses, it is " "**not** possible to send invoices directly to Amazon customers from Odoo. " "However, it **is** possible to manually upload the generated invoices from " "Odoo to the Amazon back-end." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 msgid "" "Additionally, for B2B clients, it is currently required to manually retrieve" " VAT numbers from the Amazon back-end **before** creating an invoice in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:153 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:155 msgid "Register payments" msgstr "Betalingen registreren" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:155 msgid "" "Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " "journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " "intermediary account is recommended." msgstr "" "Omdat klanten Amazon als tussenpersoon betalen, wordt het aanbevolen om een " "speciaal *Bank* dagboek aan te maken (bijvoorbeeld met de naam `Amazon " "Payments`), met een speciale *Bank en Cash* tussenrekening." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:158 msgid "" "Additionally, as Amazon makes a single monthly payment, selecting all the " "invoices linked to a single payment is necessary when registering payments." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:161 msgid "" "To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " "payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " "Method`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:166 msgid "" "Then, select all the generated payments, and click :menuselection:`Actions " "--> Create batch payment --> Validate`." msgstr "" "Selecteer vervolgens alle gegenereerde betalingen en klik op " ":menuselectie:`Acties --> Batchbetaling aanmaken --> Valideren`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:168 msgid "" "This same action can be performed with vendor bills from Amazon dedicated to" " commissions." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 msgid "" "When the balance is received in the bank account at the end of the month, " "and the bank statements are recorded, credit the Amazon intermediary account" " by the amount received." msgstr "" "Wanneer het saldo aan het einde van de maand op de bankrekening wordt " "ontvangen en de bankafschriften worden geregistreerd, crediteer je de Amazon" " tussenrekening met het ontvangen bedrag." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:174 msgid "Follow Amazon sales in sales reporting" msgstr "Volg de Amazon-verkoop in de verkooprapportage" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:176 msgid "" "On the Amazon account profile in Odoo, a sales team is set under the " ":guilabel:`Order Follow-up` tab." msgstr "" "Op het Amazon accountprofiel in Odoo is een verkoopteam ingesteld onder het " ":guilabel:`Order Follow-up` tabblad." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:179 msgid "" "This gives quick access to important metrics related to sales reporting. By " "default, the Amazon account's sales team is shared between all of the " "company's accounts." msgstr "" "Dit geeft snel toegang tot belangrijke statistieken met betrekking tot " "verkooprapportage. Standaard wordt het verkoopteam van de Amazon account " "gedeeld door alle accounts van het bedrijf." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 msgid "" "If desired, the sales team on the account can be changed for another, in " "order to perform a separate reporting for the sales of this account." msgstr "" "Desgewenst kan het verkoopteam van de account worden gewijzigd in een ander " "team, om een aparte rapportage uit te voeren voor de verkopen van deze " "account." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 msgid "It is also possible to perform reporting on a per-marketplace basis." msgstr "Het is ook mogelijk om per marktplaats te rapporteren." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:188 msgid "" "First, remove the desired marketplace from the list of synchronized " "marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:190 msgid "" "To access the list of synchronized marketplaces in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " "Amazon Sync --> Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:193 msgid "" "Then, create another registration for this account, and remove all other " "marketplaces **except** the one to isolate." msgstr "" "Maak dan een andere registratie aan voor dit account en verwijder alle " "andere marktplaatsen **uitgezonderd** degene die je wilt isoleren." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 msgid "" "Lastly, assign another sales team to one of the two registrations of the " "account." msgstr "" "Wijs ten slotte een ander verkoopteam toe aan een van de twee registraties " "van de account." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:199 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:3 msgid "Amazon Connector configuration" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:5 msgid "" "Odoo allows users to register an Amazon seller account in the database, but " "the user **must** have a paid Amazon Seller account prior to completing the " "configuration." msgstr "" "Odoo staat gebruikers toe om een Amazon verkopersaccount te registreren in " "de database, maar de gebruiker **moet** een betaalde Amazon verkopersaccount" " hebben voordat de configuratie kan worden voltooid." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:8 msgid "" "Set up a paid Seller account on Amazon by first logging into the Amazon " "platform, and navigating to :menuselection:`Account \\& Lists --> Start a " "Selling Account` from the drop-down menu located in the header section." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:12 msgid "" "Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process " "and finally proceed to follow the instructions below to register and link " "that Amazon Seller account in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:16 msgid "`Sell with Amazon `_" msgstr "`Verkopen bij Amazon `_" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:19 msgid "Connect Amazon Seller account to Odoo" msgstr "Amazon Verkopersaccount verbinden met Odoo" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:23 msgid "" "To connect an Amazon Seller account in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors " "section`, activate the :guilabel:`Amazon Sync` feature, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:27 msgid "" "Then, return to :menuselection:`Sales app --> Configuration --> Settings -->" " Connectors section`, and click on the :guilabel:`Amazon Accounts` link " "under the :guilabel:`Amazon Sync` setting." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales." msgstr "" "De Amazon Accounts link onder de Amazon Sync instellingen in Odoo Sales." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:34 msgid "" "Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, " "click :guilabel:`New` to create and link a new Amazon account." msgstr "" "Hierdoor verschijnt een aparte :guilabel:`Amazon Accounts` pagina. Klik hier" " op :guilabel:`New` om een nieuwe Amazon account aan te maken en te " "koppelen." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:37 msgid "" "On the blank :guilabel:`Amazon Account` form page, start by choosing a name " "for the account (e.g. `American Marketplace`). Then, in the " ":guilabel:`Credentials` tab, select the marketplace on which the seller " "account was initially created from the :guilabel:`Home Marketplace` drop-" "down menu." msgstr "" "Op de lege :guilabel:`Amazon Account` formulierpagina begin je met het " "kiezen van een naam voor het account (bijvoorbeeld `American Marketplace`). " "Selecteer vervolgens op het tabblad :guilabel:`Credentials` de marktplaats " "waarop de verkopersaccount in eerste instantie is aangemaakt in het " "vervolgkeuzemenu :guilabel:`Home Marketplace`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "A typical Amazon Account form page in the Odoo Sales application." msgstr "" "Een typische Amazon Account formulierpagina in de Odoo Sales applicatie." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:45 msgid "" "After saving, the field in the :guilabel:`Credentials` tab is replaced by a " ":guilabel:`Link with Amazon` button." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "A typical Amazon Account form page and Link with Amazon button in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:52 msgid "" "Clicking that button redirects to either the Amazon login page, or directly " "to the required consent page, if the user is already logged in to Amazon." msgstr "" "Als je op die knop klikt, wordt je doorgestuurd naar de Amazon inlogpagina " "of direct naar de vereiste toestemmingspagina als de gebruiker al is " "ingelogd bij Amazon." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:55 msgid "On the login page, log in to the desired Amazon seller account." msgstr "Log op de inlogpagina in op het gewenste Amazon verkopersaccount." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:57 msgid "" "On the consent page, confirm that Amazon is allowed to give Odoo access to " "the account and related data." msgstr "" "Bevestig op de toestemmingspagina dat Amazon toestemming heeft om Odoo " "toegang te geven tot het account en de bijbehorende gegevens." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:60 msgid "" "Upon confirmation, Amazon returns the user to Odoo, and the account has been" " registered." msgstr "" "Na bevestiging stuurt Amazon de gebruiker terug naar Odoo en is het account " "geregistreerd." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:62 msgid "" "With the Amazon account successfully registered, the marketplaces available " "to this specific account are synchronized with Odoo and listed under the " ":guilabel:`Marketplaces` tab." msgstr "" "Als het Amazon account succesvol is geregistreerd, worden de marktplaatsen " "die beschikbaar zijn voor dit specifieke account gesynchroniseerd met Odoo " "en weergegeven onder het :guilabel:`Marktplaatsen` tabblad." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:65 msgid "" "If desired, remove items from the list of synchronized marketplaces to " "disable synchronization." msgstr "" "Verwijder desgewenst items uit de lijst met gesynchroniseerde marktplaatsen " "om synchronisatie uit te schakelen." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:68 msgid "Amazon orders in Odoo" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:70 msgid "" "When an Amazon order is synchronized, up to three line items are created on " "the sales order in Odoo. Each one represents a product sold on Amazon: one " "for the product that was sold on Amazon Marketplace, one for the shipping " "charges (if any), and one for the gift wrapping charges (if any)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:76 msgid "" "The selection of a database product for a sales order item is done by " "matching its :guilabel:`Internal Reference` (a customizable product " "reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for " "marketplace items, the Amazon *Shipping Code* for delivery charges, and the " "Amazon *Gift Wrapping* code for gift wrapping charges." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:81 msgid "" "For marketplace products, pairings are saved as *Amazon Offers*, which are " "listed under the :guilabel:`Offers` smart button on the account form." msgstr "" "Voor marktplaatsproducten worden koppelingen opgeslagen als *Amazon " "aanbiedingen*, die worden weergegeven onder de :guilabel:`Aanbiedingen` " "slimme knop op het accountformulier." #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "The Amazon Offers smart button on the account form in Odoo Sales." msgstr "De knop Amazon Offers smart op het accountformulier in Odoo Sales." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:88 msgid "" "Offers are automatically created when the pairing is established, and " "they're used for subsequent orders to lookup SKUs. If no offer with a " "matching SKU is found, :ref:`the internal reference is used instead " "`." msgstr "" "Aanbiedingen worden automatisch aangemaakt als de koppeling tot stand komt " "en ze worden gebruikt voor volgende bestellingen om SKU's op te zoeken. Als " "er geen aanbieding met een overeenkomende SKU wordt gevonden, wordt in " "plaats daarvan :ref:`de interne referentie gebruikt `." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:93 msgid "" "It's possible to force the pairing of a marketplace item with a specific " "product, by changing either the product or the SKU of an offer to ensure " "they match. The offer can be manually created if it was not automatically " "done yet." msgstr "" "Het is mogelijk om de koppeling van een marktplaatsitem met een specifiek " "product te forceren, door het product of de SKU van een aanbieding te " "wijzigen zodat ze overeenkomen. De aanbieding kan handmatig worden " "aangemaakt als dit nog niet automatisch is gebeurd." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:97 msgid "" "This is useful if the internal reference is not used as the SKU, or if the " "product sells under different conditions." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:100 msgid "" "If no database product with a matching internal reference is found for a " "given Amazon SKU or gift wrapping code, then a default database product, " "*Amazon Sale*, is used. The same is done with the default product *Amazon " "Shipping* if no database product is found for a given Amazon shipping code." msgstr "" "Als er geen databaseproduct met een overeenkomende interne referentie wordt " "gevonden voor een gegeven Amazon SKU of cadeauverpakkingscode, dan wordt een" " standaard databaseproduct, *Amazon Sale*, gebruikt. Hetzelfde wordt gedaan " "met het standaardproduct *Amazon Shipping* als er geen databaseproduct wordt" " gevonden voor een bepaalde verzendcode van Amazon." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:105 msgid "" "To modify default products, activate the :ref:`developer mode `, and navigate to :menuselection:`Sales app --> Configuration --> " "Settings --> Connectors --> Amazon Sync --> Default Products`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:110 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:178 msgid "Product tax configuration" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:112 msgid "" "To allow for tax reporting of Amazon sales with Odoo, the taxes applied to " "the sales order items are those set on the product, or determined by the " "fiscal position." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:115 msgid "" "Make sure to have the correct taxes set on your products in Odoo, or have it" " done by a fiscal position, to avoid discrepancies in the subtotals between " "*Amazon Seller Central* and Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:119 msgid "" "As Amazon does not necessarily apply the same taxes as those configured in " "Odoo, it may happen that order totals differ by a few cents between Odoo and" " *Amazon Seller Central*. Those differences can be resolved with a write-off" " when reconciling the payments in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:126 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:195 msgid "Add a new marketplace" msgstr "Een nieuwe marktplaats toevoegen" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:128 msgid "" "All marketplaces are supported by the Amazon Connector. To add a new " "marketplace, proceed as follows:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 msgid "Activate the :ref:`developer mode `." msgstr "Activeer de :ref:`ontwikkelmodus `." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:132 msgid "" "Go to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Marketplaces`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:134 msgid "Click :guilabel:`New` to create a new marketplace record." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:135 msgid "" "Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select " "the :guilabel:`Amazon Region` for your marketplace as described in the " "`Amazon Documentation for marketplace IDs and regions `_, and the :guilabel:`Seller " "Central URL` as described in the `Amazon Documentation for seller central " "URLs `_." msgstr "" "Voer de marktplaats-ID in het veld :guilabel:`API Idenifier` in en selecteer" " de :guilabel:`Amazon Regio` voor je marktplaats zoals beschreven in de " "`Amazon Documentatie voor marktplaats-ID's en regio's `_, en de " ":guilabel:`Zoekercentrale URL` zoals beschreven in de `Amazon Documentatie " "voor centrale URL's `_." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:140 msgid "" "Set the :guilabel:`Name` of the record to `Amazon.` to easily " "retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the " ":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should " "respectively hold the *Marketplace ID*, the selected Amazon region, and the " "*Seller Central URL* values from the Amazon Documentation." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:144 msgid "" "Once the marketplace is saved, update the Amazon Account configuration by " "going to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" "Zodra de marktplaats is opgeslagen, werk je de configuratie van de Amazon " "Account bij door naar :menuselection:`Verkoop app --> Configuratie --> " "Instellingen --> Connectors --> Amazon Sync --> Amazon Accounts` te gaan." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:147 msgid "" "Select the account on which to use the new marketplace, go to the " ":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available " "marketplaces`. An animation should confirm the success of the operation. " "Newly added marketplaces are automatically added to the list of synchronized" " marketplaces. If the new marketplace is not added to the list, it means " "that it is either incompatible or unavailable for the seller account." msgstr "" "Selecteer de account waarop je de nieuwe marktplaats wilt gebruiken, ga naar" " het tabblad :guilabel:`Marketplaces` en klik op :guilabel:`Update available" " marketplaces`. Een animatie zou het succes van de operatie moeten " "bevestigen. Nieuw toegevoegde marktplaatsen worden automatisch toegevoegd " "aan de lijst met gesynchroniseerde marktplaatsen. Als de nieuwe marktplaats " "niet aan de lijst is toegevoegd, betekent dit dat deze niet compatibel of " "niet beschikbaar is voor de verkopersaccount." #: ../../content/applications/sales/sales/gelato.rst:3 msgid "Gelato" msgstr "Gelato" #: ../../content/applications/sales/sales/gelato.rst:5 msgid "" "Gelato is a global print-on-demand platform that integrates with Odoo to " "sync product catalogs and automate order fulfillment." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:8 msgid "" "Connecting Gelato's services with Odoo's **Sales** and **eCommerce** apps " "enables the following:" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:10 msgid "Sync Odoo sales orders with Gelato for automated order fulfillment" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:11 msgid "" "Create and manage Gelato products within Odoo; supports product variant and " "image sync" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:12 msgid "" "Configure delivery options in Odoo and receive order updates via webhooks." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:18 msgid "" "The company information (*Company name* and *Billing address*) in the Gelato" " account *must* match the company information in the Odoo database in order " "for sales orders to be confirmed and sent to Gelato for fulfillment." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:0 msgid "Company information in Gelato." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:0 msgid "Company information in Odoo." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:29 msgid "Configure API keys and webhooks in Gelato" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:31 msgid "" "Before configuring the Gelato connector in Odoo, first obtain API " "credentials and webhooks from the Gelato account." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:34 msgid "" "API connectors enable Odoo **Sales** to send and receive data from Gelato " "for order processing, while webhooks provide real-time updates on order " "status and shipment tracking." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:38 msgid "API Key" msgstr "API key" #: ../../content/applications/sales/sales/gelato.rst:40 msgid "" "An API Key is a unique authentication token that allows Odoo to securely " "communicate with Gelato's API, enabling order transmission, status updates, " "and data synchronization." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:43 msgid "" "After logging into Gelato, click :icon:`fa-code` :guilabel:`Developer` in " "the left menu bar. From here, click on :guilabel:`API keys`. In the new " "page, click the :guilabel:`Add API Key` button to open a new API key form. " "Type in a name, then click :guilabel:`Create Key`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:47 msgid "Copy the generated API key using :guilabel:`Copy to Clipboard`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst-1 msgid "Newly generated API key in the Gelato platform." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:53 msgid "" "Copy the API key and store it somewhere safe and secure before leaving this " "page. Once the page is refreshed or exited, the key will not be available to" " copy." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:56 msgid "" "If the key cannot be copied or is lost, return to the :guilabel:`API key` " "page and start over, creating a new API key." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:60 msgid "Webhook" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:62 msgid "" "A webhook is an automated notification system that instantly updates Odoo " "when Gelato processes, ships, or delivers an order, ensuring real-time " "tracking and minimal manual intervention." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:65 msgid "" "To create a webhook, go to :menuselection:`Developer --> Webhooks` under the" " :guilabel:`Developer` drop-down menu in the left menu bar. In the new page," " click :guilabel:`Add Webhook` to open a :guilabel:`Create Webhook` form." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:69 msgid "The webhook form requires several specific configurations:" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:71 msgid "" ":guilabel:`URL`: This tells Gelato where to send the order updates in Odoo. " "Copy and paste the Odoo database URL with the additional suffix " "`/gelato/webhook`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:75 msgid "`https://stealthywood.odoo.com/gelato/webhook`" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:77 msgid "" ":guilabel:`Events`: Click into the field and select " ":guilabel:`order_status_updated`. Selecting :guilabel:`order_status_updated`" " ensures Odoo receives order changes automatically." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:79 msgid "" ":guilabel:`Method`: Click into the field and select the :guilabel:`HTTP " "Post` option, as this is the request method used to send data from Gelato to" " Odoo." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:81 msgid "" "Tick the checkbox next to :guilabel:`I want to take Authorization to this " "webhook`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:82 msgid "" ":guilabel:`Header Name`: In this field, type in `signature` to match the " "field in Odoo." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:83 msgid "Click :guilabel:`Generate Key` to generate a :guilabel:`Header Value`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:84 msgid "Click :guilabel:`Create` to complete this webhook configuration." msgstr "" #: ../../content/applications/sales/sales/gelato.rst-1 msgid "Newly configured webhook in the Gelato platform." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:90 msgid "" "Copy and paste the API key and webhook on a notepad before tabbing out of " "the Gelato webpage as backup." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:94 msgid "Configure Gelato connector in Odoo" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:96 msgid "" "In Odoo, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`, then scroll to the :guilabel:`Connectors` section. Enable the " ":guilabel:`Gelato` connector by ticking the checkbox. Next, paste the newly " "generated API keys and webhook secret key into their respective fields. Once" " saved, Gelato is available in Odoo **Sales** and **eCommerce** products." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:102 msgid "Synchronizing Gelato products with Odoo Sales" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:104 msgid "" "It is recommended to have products already configured in Gelato before " "configuring them in Odoo. To get the product ID in Gelato, navigate to the " ":guilabel:`Templates` page from the side bar menu. Select which product to " "synchronize in Odoo, then hover over the product card to reveal the " ":icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` menu icon. Click the " "menu icon, then click :guilabel:`Copy Template ID` to copy the product " "template ID to the clipboard." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:111 msgid "" "`Start selling products with Gelato: Quick & easy setup " "`_" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:116 msgid "Odoo Sales product" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:118 msgid "" "To create a product in Odoo that matches the Gelato product, navigate to " ":menuselection:`Sales app --> Products --> Products`, select :guilabel:`New`" " to create a new product form. Type in the product :guilabel:`Name`, then " "navigate to the :guilabel:`Sales` tab. Find the :guilabel:`Gelato` section, " "then click into the :guilabel:`Template Reference` field and paste the " "copied template ID from the Gelato product. Finally, click " ":guilabel:`Synchronize`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:124 msgid "" "Successful synchronization pulls the Gelato product variant options into the" " newly configured Odoo product." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:127 msgid "" "In the new :guilabel:`Print Images` field, click the :guilabel:`default` " "marker to set a default product image. Click the :icon:`fa-pencil` " ":guilabel:`(edit)` icon and select the product image file to upload, then " ":guilabel:`Save & Close`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:132 msgid "" "The :guilabel:`Print Images` field *must* be configured on all Gelato " "products and their respective product variations before they can be ordered." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:136 #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "Productvarianten" #: ../../content/applications/sales/sales/gelato.rst:138 msgid "" "To view and edit the newly synchronized product variants, navigate to the " ":guilabel:`Attributes & Variants` tab, which will have the variants pulled " "from the Gelato product configuration. Click the :guilabel:`Configure` " "button to edit and configure the variant images, delivery methods, " "additional pricing, etc." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:144 msgid "Order a Gelato product from Odoo" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:146 msgid "" "Once synchronized, Gelato products are available to order in Odoo through " ":doc:`sales quotations ` or on the **eCommerce** store. " "Gelato delivery options are automatically synchronized upon API and webhook " "configuration." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:150 msgid "" "To add Gelato delivery, click :guilabel:`Add shipping` on the sales order. " "Select :guilabel:`Standard Delivery` or :guilabel:`Express Delivery` in the " ":guilabel:`Shipping Method` field, then click :guilabel:`Get rate`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:154 msgid "" "Once the quotation is confirmed, it becomes an active sales order, and the " "order is sent to Gelato for fulfillment. Once a sales order is sent from " "Odoo to Gelato, Gelato processes the order, produces the product at the " "nearest fulfillment center, and ships it directly to the end-customer." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:159 msgid ":doc:`send_quotations/create_quotations`" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:162 msgid "" "When creating a sales order for Gelato products in the database, only Gelato" " products can be added to the same sales order. Multivendor orders are not " "available with the Gelato connector at this time." msgstr "" #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Factuur methode" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "Aanbetalingen" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:5 msgid "" "A down payment is an initial, up-front payment made during the confirmation " "of a sales transaction. Down payments reduce the risk for both parties (the " "seller and the buyer) as they indicate a mutual commitment to complete the " "sales transaction." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:9 msgid "" "With a down payment, the buyer pays a portion of the total amount owed while" " agreeing to pay the remaining amount at a later date. In turn, the seller " "provides goods or services to the buyer upon or after accepting the down " "payment, trusting that the remaining amount will be paid later on." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 msgid "" "In the Odoo **Sales** app, down payments can be customized to fit the needs " "of each individual sales transaction." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:17 msgid "Create invoices" msgstr "Facturen maken" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:19 msgid "" "When a sales order is confirmed, the option to create an invoice becomes " "available, via the :guilabel:`Create Invoice` button. When clicked, a " ":guilabel:`Create invoice(s)` pop-up appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "Create invoices pop-up form that appears in Odoo Sales." msgstr "Maak facturen pop-up formulier dat verschijnt in Odoo Sales." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:27 msgid "" "Invoices are automatically created as drafts, so they can be reviewed before" " validation." msgstr "" "Facturen worden automatisch als concept aangemaakt, zodat ze kunnen worden " "gecontroleerd voordat ze worden gevalideerd." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid "" "On the :guilabel:`Create invoices` pop-up, there are 3 options to choose " "from in the :guilabel:`Create Invoice` field:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:32 msgid ":guilabel:`Regular invoice`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:33 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:45 msgid ":guilabel:`Down payment (percentage)`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:46 msgid ":guilabel:`Down payment (fixed amount)`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:37 msgid "" "If :guilabel:`Regular Invoice` is selected, the other fields disappear, as " "they only pertain to down payment configurations." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:41 msgid "Initial down payment request" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:43 msgid "" "On the :guilabel:`Create invoice(s)` pop-up window, the down payment options" " are:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:48 msgid "" "Select the desired down payment option, then designate the desired amount, " "either as a percentage or a fixed amount, in the :guilabel:`Down Payment " "Amount` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:51 msgid "" "Once all fields are filled in, click the :guilabel:`Create Draft` button. " "Upon clicking this button, Odoo reveals the :guilabel:`Customer Invoice " "Draft`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:55 msgid "" "If an :guilabel:`Invalid Operation` error appears, double-check that the " ":doc:`invoicing policy ` is configured correctly. In some " "cases, for example, the invoicing policy is configured to require delivery " "before invoicing." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:59 msgid "" "In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice " "Draft`, the down payment that was just configured in the :guilabel:`Create " "invoices` pop-up form appears as a :guilabel:`Product`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:66 msgid "Example: request 50% down payment" msgstr "Voorbeeld: verzoek 50% deigen betaling" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:69 msgid "" "The following example involves a 50% amount down payment on a product " "(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the " ":guilabel:`Invoicing Policy`." msgstr "" "Het volgende voorbeeld heeft betrekking op een aanbetaling van 50% amount op" " een product (:guilabel:`Kast met Deuren`) met :guilabel:`Bestelde " "hoeveelheden` als :guilabel:`Factureringsbeleid`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:0 msgid "Cabinet with doors product form showcasing various details and fields." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:77 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:313 #: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 msgid ":doc:`invoicing_policy`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 msgid "" "First, navigate to :menuselection:`Sales app --> New`, and add a " ":guilabel:`Customer` to the quotation." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:82 msgid "" "Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, " "and select the :guilabel:`Cabinet with Doors` product." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:85 msgid "" "When the order is confirmed (via the :guilabel:`Confirm` button), the " "quotation turns into a sales order. Once this occurs, create and view the " "invoice by clicking :guilabel:`Create Invoice`." msgstr "" "Wanneer de bestelling is bevestigd (via de :guilabel:`Bevestig` knop), " "verandert de offerte in een verkooporder. Zodra dit gebeurt, kun je de " "factuur maken en bekijken door op :guilabel:`Factuur maken` te klikken." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Cabinet with doors sales order that's been confirmed in the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:92 msgid "" "Next, on the :guilabel:`Create invoices` pop-up window that appears, select " ":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down " "Payment Amount` field." msgstr "" "Selecteer vervolgens in het pop-upvenster :guilabel:`Facturen maken` dat " "verschijnt :guilabel:`Betalingstermijn (percentage)` en typ `50` in het veld" " :guilabel:`Betalingstermijn`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:96 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:242 msgid "" "The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are " "*not* required fields, and they will *not* appear if they've already been " "preconfigured in previous down payment requests." msgstr "" "De velden :guilabel:`Inkomstenrekening` en :guilabel:`Klantenbelasting` zijn" " *niet* verplichte velden en ze zullen *niet* verschijnen als ze al vooraf " "zijn geconfigureerd in eerdere betalingsverzoeken." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:100 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:246 msgid "" "For more information, check out the documentation on :ref:`customer taxes " "modification on down payments ` and :ref:`income account modification on down payments " "`." msgstr "" "Raadpleeg voor meer informatie de documentatie over :ref:`klantenbelastingen" " wijzigen op aanbetalingen ` en :ref:`inkomensrekening wijzigen op aanbetalingen " "`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:104 msgid "" "Lastly, click :guilabel:`Create Draft Invoice` to create and view the " "invoice draft." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:106 msgid "" "Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which " "includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice" " Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:109 msgid "" "From there, the invoice can be confirmed and posted by clicking " ":guilabel:`Confirm`. Confirming the invoice changes the status from " ":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of " "buttons at the top of the page." msgstr "" "Van daaruit kan de factuur worden bevestigd en geplaatst door op " ":guilabel:`Bevestigen` te klikken. Door de factuur te bevestigen verandert " "de status van :guilabel:`Opstellen` in :guilabel:`Plaatsen`. Er verschijnt " "ook een nieuwe reeks knoppen bovenaan de pagina." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:117 msgid "" "From those buttons, the payment can be registered by clicking " ":guilabel:`Register Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:123 msgid "" "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-" "populated with the necessary information. Confirm the information provided " "is correct, and make any necessary adjustments. When ready, click the " ":guilabel:`Create Payment` button." msgstr "" "Als je dit doet, verschijnt er een :guilabel:`Betaling registreren` pop-" "upformulier dat automatisch wordt ingevuld met de benodigde informatie. " "Controleer of de verstrekte informatie correct is en pas deze aan indien " "nodig. Klik op de knop :guilabel:`Betaling aanmaken` als je klaar bent." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment pop-up window with create payment button." msgstr "" "Showcase van het pop-upvenster Betaling registreren met de knop Betaling " "aanmaken." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:131 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:269 msgid "" "After clicking :guilabel:`Create Payment`, Odoo reveals the customer " "invoice, now with a green :guilabel:`In Payment` banner in the upper-right " "corner." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Customer Invoice with a green In Payment banner located in the upper-right " "corner." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:138 msgid "" "Now, when the customer wants to pay the remaining amount of the order, " "another invoice must be created. To do that, return to the sales order, via " "the breadcrumb links." msgstr "" "Als de klant nu het resterende bedrag van de bestelling wil betalen, moet er" " nog een factuur worden gemaakt. Ga daarvoor terug naar de verkooporder via " "de broodkruimellinks." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:141 msgid "" "Back on the sales order, a new :guilabel:`Down Payments` section is present " "in the :guilabel:`Order Lines` tab, along with the down payment that was " "just invoiced and posted." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payments section in the order lines tab of a sales order." msgstr "" "Het gedeelte met aanbetalingen op het tabblad orderregels van een " "verkooporder." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:148 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "Klik vervolgens op de knop :guilabel:`Factuur maken`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:150 msgid "" "On the :guilabel:`Create invoices` pop-up window that appears, there are two" " new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The deduct down payment option on the create invoices pop up in Odoo Sales." msgstr "" "De optie voor het aftrekken van aanbetalingen in de pop-up voor het maken " "van facturen in Odoo Sales." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:157 msgid "" "If the remaining amount is ready to be paid, select the :guilabel:`Regular " "Invoice` option. Odoo will create an invoice for the exact amount needed to " "complete the total payment, as indicated in the :guilabel:`Amount to " "invoice` field." msgstr "" "Als het resterende bedrag klaar is om betaald te worden, selecteer dan de " ":guilabel:`Reguliere factuur` optie. Odoo zal een factuur maken voor het " "exacte bedrag dat nodig is om de totale betaling af te ronden, zoals " "aangegeven in het :guilabel:`Hoeveelheid te factureren` veld." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:161 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:163 msgid "" "Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing " "*all* the invoices for that specific sales order in the :guilabel:`Invoice " "Lines` tab. Each invoice line item displays all the necessary information " "related to each invoice." msgstr "" "Als je dit doet, verschijnt er een andere :guilabel:`Klantfactuurontwerp` " "pagina met *alle* facturen voor die specifieke verkooporder in het " ":guilabel:`Factuurregels` tabblad. Elk factuurregelitem geeft alle benodigde" " informatie weer met betrekking tot elke factuur." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:167 msgid "" "To complete the flow, click :guilabel:`Confirm`, which changes the status of" " the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click " ":guilabel:`Register Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 msgid "" "Once again, the :guilabel:`Register Payment` appears, with all fields auto-" "populated with the necessary information, including the remaining amount " "left to be paid on the order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second register payment pop-up form in Odoo sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:177 msgid "" "After confirming that information, click :guilabel:`Create Payment`. Doing " "so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In" " Payment` banner in the upper-right corner. Also, both down payments are " "present in the :guilabel:`Invoice Lines` tab." msgstr "" "Nadat je deze informatie hebt bevestigd, klik je op :guilabel:`Betaling " "aanmaken`. Hierdoor verschijnt de uiteindelijke :guilabel:`Klantfactuur` met" " een groene :guilabel:`In Betaling` banner in de rechterbovenhoek. Beide " "aanbetalingen staan ook op het tabblad :guilabel:`Factuurregels`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "De tweede aanbetalingsfactuur met in betaalbanner in Odoo Sales." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:185 msgid "At this point, the flow is now complete." msgstr "Op dit punt is de stroom nu voltooid." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:188 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "" "Deze stroom is ook mogelijk met de :guilabel:`Vast bedrag` " "aanbetalingsoptie." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:191 msgid "" "If a down payment is used with a product that has a :guilabel:`Delivered " "quantities` invoicing policy, and the cost of the product *exceeds* the 50% " "down payment (as in most cases), a regular invoice is created." msgstr "" "Als een aanbetaling wordt gebruikt bij een product met een " ":guilabel:`Geleverde hoeveelheden` factureringsbeleid en de kosten van het " "product *overschrijden* de 50% deigen betaling (zoals in de meeste " "gevallen), dan wordt er een gewone factuur gemaakt." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:195 msgid "" "However, for products that cost *less* than the 50% down payment, the down " "payments will **not** be able to be deducted when it comes time to invoice " "the customer." msgstr "" "Echter, voor producten die *minder* kosten dan de 50% d-eigen betaling, " "kunnen de aanbetalingen **niet** worden afgetrokken als het tijd is om de " "klant te factureren." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:198 msgid "" "This is because the product(s) would have to be delivered *before* creating " "the final invoice due to Odoo not allowing negative totals for invoices." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:201 msgid "" "If nothing has been delivered, a :guilabel:`Credit Note` is created, which " "cancels the draft invoice that was created after the down payment." msgstr "" "Als er niets is geleverd, wordt er een :guilabel:`Creditnota` aangemaakt, " "die de conceptfactuur annuleert die na de aanbetaling is aangemaakt." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:204 msgid "" "To utilize the :guilabel:`Credit Note` option, the *Inventory* application " "must be installed, in order to confirm the delivery. Otherwise, the " "delivered quantity can be entered manually directly on the sales order." msgstr "" "Om de :guilabel:`Creditnota` optie te gebruiken, moet de *Inventory* " "applicatie geïnstalleerd zijn om de levering te bevestigen. Anders kan de " "geleverde hoeveelheid handmatig direct op de verkooporder worden ingevoerd." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:211 msgid "Example: request 100% down payment" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:213 msgid "" "The process of requesting a 100% down payment is similar to the process of " "setting up a :ref:`50% down payment `, but with fewer steps." msgstr "" "Het proces voor het aanvragen van een 100% d-eigen betaling is vergelijkbaar" " met het proces voor het opzetten van een :ref:`50% d-eigen betaling " "`, maar met minder stappen." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:217 msgid "" "A 100% down payment is **not** the same as a full payment of the sales " "order." msgstr "" "Een 100% deigen betaling is **niet** hetzelfde als een volledige betaling " "van de verkooporder." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:219 msgid "" "A sales order paid through the regular invoice process will not allow any " "additional invoices to be generated, and **will not** display the *Create " "Invoice* button on the Sales Order." msgstr "" "Als een verkooporder wordt betaald via het normale factuurproces, kunnen er " "geen extra facturen worden gegenereerd en wordt de knop *Factuur maken* niet" " weergegeven op de verkooporder." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:222 msgid "" "Following this example **will** cause the *Create Invoice* button to be " "displayed on the Sales Order. This is because Odoo expects another invoice " "to be created after the down payment to complete payment of the sales order." msgstr "" "Als je dit voorbeeld volgt, **wordt** de knop *Factuur maken* weergegeven op" " de Verkooporder. Dit komt omdat Odoo verwacht dat er na de aanbetaling nog " "een factuur wordt aangemaakt om de betaling van de verkooporder te " "voltooien." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:226 msgid "The *Solar Panel Installation* product is being used in this example." msgstr "" "In dit voorbeeld wordt het product *Solar Panel Installation* gebruikt." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "" "To configure a 100% down payment, begin by navigating to " ":menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the " "quote." msgstr "" "Om een 100% deigen betaling te configureren, navigeer je eerst naar " ":menuselectie:`Verkoop app --> Nieuw` en voeg je een :guilabel:`Klant` toe " "aan de offerte." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:231 msgid "" "Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, " "and select the `Solar Panel Installation` product." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:234 msgid "" "Upon clicking the :guilabel:`Confirm` button, the quotation turns into a " "sales order. At that point, an invoice can now be created by clicking " ":guilabel:`Create Invoice` in the top-left corner." msgstr "" "Als je op de :guilabel:`Bevestig` knop klikt, verandert de offerte in een " "verkooporder. Op dat moment kan er een factuur worden aangemaakt door " "linksboven op :guilabel:`Factuur aanmaken` te klikken." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:237 msgid "" "On the :guilabel:`Create invoices` pop-up window that appears, select " ":guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down" " Payment Amount` field. Then, if desired, select an :guilabel:`Income " "Account` and :guilabel:`Customer Taxes` in their respective fields." msgstr "" "Selecteer in het pop-upvenster :guilabel:`Facturen maken` dat verschijnt " ":guilabel:`Betalingstermijn (percentage)` en typ `100` in het veld " ":guilabel:`Betalingstermijn`. Selecteer vervolgens, indien gewenst, een " ":guilabel:`Inkomstenrekening` en :guilabel:`Klantenbelasting` in hun " "respectievelijke velden." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The Down payment (percentage) option selected with 100% set as the Down " "Payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:254 msgid "" "Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. " "This will also bring the draft invoice into view, which includes the " ":guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice " "Lines` tab." msgstr "" "Klik vervolgens op :guilabel:`Ontwerpfactuur maken` om een conceptfactuur te" " maken. Hierdoor komt ook de conceptfactuur in beeld, die de " ":guilabel:`Betaling achteraf` bevat als een :guilabel:`Product` in het " "tabblad :guilabel:`Factuurregels`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:258 msgid "" "The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`." " Confirming the invoice changes the status from :guilabel:`Draft` to " ":guilabel:`Posted`. It also reveals a new series of buttons at the top of " "the page." msgstr "" "De factuur kan nu worden bevestigd en gepost door op :guilabel:`Bevestigen` " "te klikken. Door de factuur te bevestigen verandert de status van " ":guilabel:`Opstellen` in :guilabel:`Plaatsen`. Er verschijnt ook een nieuwe " "reeks knoppen bovenaan de pagina." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:262 msgid "" "The payment can be registered by clicking the :guilabel:`Register Payment` " "button." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:264 msgid "" "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-" "populated with the necessary information. Confirm the information provided " "is correct and make any necessary adjustments. When ready, click the " ":guilabel:`Create Payment` button." msgstr "" "Als je dit doet, verschijnt er een :guilabel:`Betaling registreren` pop-" "upformulier dat automatisch wordt ingevuld met de benodigde informatie. " "Controleer of de verstrekte informatie correct is en pas deze aan indien " "nodig. Klik op de knop :guilabel:`Betaling aanmaken` als je klaar bent." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:276 msgid "" "The process is now complete, and the 100% down payment has been successfully" " applied." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:281 msgid "Customer taxes modification on down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:283 msgid "" "To adjust the income account and customer taxes attached to a down payment, " "navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> " "Products --> Products`), search for the `Down Payment` product in the search" " bar, and select it to reveal the product detail page." msgstr "" "Om de inkomstenrekening en klantenbelasting die aan een aanbetaling zijn " "gekoppeld aan te passen, navigeer je naar de :guilabel:`Producten` pagina " "(:menuselectie:`Verkoop app --> Producten --> Producten`), zoek je naar het " "`Betaling` product in de zoekbalk en selecteer je het om de detailpagina van" " het product te openen." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:287 msgid "" "On the :guilabel:`Down Payment` product page, in the :guilabel:`General " "Information` tab, the customer taxes can be modified in the " ":guilabel:`Customer Taxes` field." msgstr "" "Op de :guilabel:`Down Payment` productpagina, op het :guilabel:`Algemene " "informatie` tabblad, kunnen de klantbelastingen worden aangepast in het " ":guilabel:`Klantbelastingen` veld." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How to modify the income account link to down payments." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:297 msgid "Income account modification on down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:299 msgid "" "To change or adjust the income account attached to the :guilabel:`Down " "Payment` product page, the *Accounting* app **must** be installed." msgstr "" "Om de inkomensrekening te wijzigen of aan te passen die is gekoppeld aan de " ":guilabel:`Down Payment` productpagina, moet de *Accounting* app **must** " "zijn geïnstalleerd." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:302 msgid "" "With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes " "available on the product page. That tab will **not** be accessible without " "the *Accounting* app installed." msgstr "" "Als de *Accounting* app is geïnstalleerd, wordt het :guilabel:`Accounting` " "tabblad beschikbaar op de productpagina. Dat tabblad is **niet** " "toegankelijk als de *Accounting* app niet is geïnstalleerd." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:305 msgid "" "In the :guilabel:`Accounting` tab, the income account can be changed in the " ":guilabel:`Income Account` field, located in the :guilabel:`Receivables` " "section." msgstr "" "In het :guilabel:`Boekhouding` tabblad kan de inkomstenrekening worden " "gewijzigd in het :guilabel:`Inkomstenrekening` veld, dat zich in het " ":guilabel:`Vorderingen` gedeelte bevindt." #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "Kosten opnieuw factureren aan klanten" #: ../../content/applications/sales/sales/invoicing/expense.rst:5 msgid "" "While working on a project for a client, employees often have to spend their" " own money on various expenses related to the project." msgstr "" "Tijdens het werken aan een project voor een klant moeten werknemers vaak hun" " eigen geld uitgeven aan verschillende uitgaven die met het project te maken" " hebben." #: ../../content/applications/sales/sales/invoicing/expense.rst:8 msgid "" "For example, an employee may need to use their own money to pay for a hotel," " while they provide an on-site service for a client. As a company, this " "expense should be reinvoiced to the customer. With Odoo, these kinds of " "expenses can quickly be reinvoiced to the customer related to the project." msgstr "" "Het kan bijvoorbeeld zijn dat een werknemer zijn eigen geld moet gebruiken " "om een hotel te betalen, terwijl hij een dienst op locatie verleent aan een " "klant. Als bedrijf moeten deze kosten worden doorberekend aan de klant. Met " "Odoo kunnen dit soort uitgaven snel worden doorgefactureerd aan de klant in " "verband met het project." #: ../../content/applications/sales/sales/invoicing/expense.rst:13 msgid "Expenses application" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:15 msgid "" "To be able to reinvoice a customer for an expense, the *Expenses* " "application **must** be installed." msgstr "" "Om een klant opnieuw te kunnen factureren voor een uitgave, moet de " "*Uitgaven* applicatie **must** geïnstalleerd zijn." #: ../../content/applications/sales/sales/invoicing/expense.rst:17 msgid "" "To install the *Expenses* application, navigate to :menuselection:`main Odoo" " dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* " "application block. When clicked, Odoo installs the application, refreshes " "the page, and returns to the main Odoo dashboard." msgstr "" "Om de *Uitgaven* applicatie te installeren, navigeer je naar " ":menuselectie:`hoofddashboard Odoo --> Apps` en klik je op " ":guilabel:`Installeren` op het *Uitgaven* applicatieblok. Wanneer je hierop " "klikt, installeert Odoo de applicatie, wordt de pagina vernieuwd en keer je " "terug naar het hoofddashboard van Odoo." #: ../../content/applications/sales/sales/invoicing/expense.rst:22 msgid "Add expenses to sales orders" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:24 msgid "" "To begin, have a sales order confirmed in the *Sales* app to which a " "reinvoiced expense can be added. Or, create a new sales order from scratch. " "To do that, navigate to the :menuselection:`Sales app --> New`. Doing so " "reveals a blank quotation form." msgstr "" "Om te beginnen kun je een verkooporder laten bevestigen in de *Verkoop* app " "waaraan een opnieuw gefactureerde uitgave kan worden toegevoegd. Je kunt ook" " helemaal opnieuw een verkooporder aanmaken. Navigeer daarvoor naar de " ":menuselectie:`Verkoop app --> Nieuw`. Als je dit doet, verschijnt er een " "leeg offerteformulier." #: ../../content/applications/sales/sales/invoicing/expense.rst:28 msgid "" "Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order " "Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product " "from the drop-down menu." msgstr "" "Voeg vervolgens een :guilabel:`klant` toe en voeg een product toe aan het " ":guilabel:`bestellijnen` tabblad door op :guilabel:`Een product toevoegen` " "te klikken. Selecteer vervolgens een product uit het uitklapmenu." #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "" "Klik tot slot op :guilabel:`Confirm` om de verkooporder te bevestigen." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "" "Zo ziet een bevestigde verkooporder eruit in de Odoo Sales applicatie." #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "Nu de verkooporder is bevestigd, is het tijd om een uitgave te maken." #: ../../content/applications/sales/sales/invoicing/expense.rst:39 msgid "" "To do that, navigate to the *Expenses* application, by going to " ":menuselection:`main Odoo dashboard --> Expenses`." msgstr "" "Navigeer daarvoor naar de *Uitgaven* applicatie door naar " ":menuselectie:`hoofddashboard Odoo --> Uitgaven` te gaan." #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "" "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank" " expenses form." msgstr "" "Klik vervolgens in het *Uitgaven* dashboard op :guilabel:`Nieuw` om een leeg" " uitgavenformulier te openen." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "Een leeg onkostenformulier in de Odoo Expenses toepassing." #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "" "On the expenses form, add a :guilabel:`Description` to easily reference the " "expense." msgstr "" "Voeg op het uitgavenformulier een :guilabel:`Beschrijving` toe om " "gemakkelijk naar de uitgave te kunnen verwijzen." #: ../../content/applications/sales/sales/invoicing/expense.rst:50 msgid "" "Then, in the :guilabel:`Category` field, select one of the following options" " from the drop-down menu:" msgstr "" "Selecteer vervolgens in het veld :guilabel:`Categorie` een van de volgende " "opties in het vervolgkeuzemenu:" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid "" ":guilabel:`Communication`: any form of communication related to a " "project/order." msgstr "" ":guilabel:`Communicatie`: elke vorm van communicatie met betrekking tot een " "project/order." #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid "" ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr ":guilabel:`Others`: uitgaven die niet in een andere categorie passen." #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr "" ":guilabel:`Maaltijden`: elke vorm van maaltijdkosten gerelateerd aan een " "project/order." #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr "" ":guilabel:`Geschenken`: elke vorm van geschenkkosten gerelateerd aan een " "project/order." #: ../../content/applications/sales/sales/invoicing/expense.rst:57 msgid "" ":guilabel:`Mileage`: any form of mileage (gas) costs related to " "project/order." msgstr "" ":guilabel:`Kilometrage`: elke vorm van kilometerkosten (gas) met betrekking " "tot project/order." #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid "" ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs " "related to a project/order." msgstr "" ":guilabel:`Reis-& Verblijfkosten`: alle reis- en verblijfkosten in verband " "met een project/order." #: ../../content/applications/sales/sales/invoicing/expense.rst:61 msgid "" "New expense categories can be created from an expense form, by clicking the " ":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, " "and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up " "window." msgstr "" "Nieuwe onkostencategorieën kunnen worden aangemaakt vanaf een " "onkostenformulier, door op het :guilabel:`Category` veld te klikken, " ":guilabel:`View All` te selecteren en op :guilabel:`New` te klikken in het " ":guilabel:`Search:Category` pop-up venster." #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Search:Category expenses pop-up window from a blank expenses form in " "Odoo Expenses." msgstr "" "Het pop-upvenster Search:Category expenses van een leeg uitgavenformulier in" " Odoo Expenses." #: ../../content/applications/sales/sales/invoicing/expense.rst:69 msgid "" "For this sample workflow, which will reinvoice a customer for a brief hotel " "stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& " "ACC] Travel \\& Accommodation`." msgstr "" "Voor deze voorbeeldworkflow, waarbij een klant opnieuw wordt gefactureerd " "voor een kort hotelverblijf, is de :guilabel:`Categorie` voor dit voorbeeld " ":guilabel:`[TRANS \\& ACC] Reizen \\& Accommodatie`." #: ../../content/applications/sales/sales/invoicing/expense.rst:73 msgid "" "The following example requires the *Sales*, *Accounting*, and *Expense* apps" " to view/modify all the fields mentioned during the workflow." msgstr "" "In het volgende voorbeeld zijn de apps *Verkoop*, *Boekhouding* en " "*Uitgaven* nodig om alle velden te bekijken/wijzigen die tijdens de workflow" " worden genoemd." #: ../../content/applications/sales/sales/invoicing/expense.rst:76 msgid "" "Beneath the :guilabel:`Category` field, enter in the amount to be expensed " "in the :guilabel:`Total` field." msgstr "" "Voer onder het :guilabel:`Categorie` veld het bedrag in dat je wilt uitgeven" " in het :guilabel:`Totaal` veld." #: ../../content/applications/sales/sales/invoicing/expense.rst:79 msgid "" "Next, designate if there are any :guilabel:`Included taxes` in the " ":guilabel:`Total`. If a preconfigured tax amount is selected from the " ":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, " "based on the amount entered in the :guilabel:`Total` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:83 msgid "" "Then, choose which :guilabel:`Employee` was responsible for the expense, and" " choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to " "reimburse)` or :guilabel:`Company`." msgstr "" "Kies vervolgens welke :guilabel:`Werknemer` verantwoordelijk was voor de " "uitgave en kies een optie in het :guilabel:`Betaald door` veld: " ":guilabel:`Werknemer (om te vergoeden)` of :guilabel:`Bedrijf`." #: ../../content/applications/sales/sales/invoicing/expense.rst:86 msgid "" "In this case, our employee paid for the hotel with their own money, so the " ":guilabel:`Employee (to reimburse)` option is chosen." msgstr "" "In dit geval heeft onze werknemer het hotel met zijn eigen geld betaald, dus" " is de :guilabel:`Werknemer (terugbetalen)` optie gekozen." #: ../../content/applications/sales/sales/invoicing/expense.rst:89 msgid "" "On the right-hand side of the expenses form, the option to add a " ":guilabel:`Bill Reference` is available. Beneath that, the auto-populated " ":guilabel:`Expense Date` and :guilabel:`Account` fields are available." msgstr "" "Aan de rechterkant van het uitgavenformulier kun je een " ":guilabel:`Factuurreferentie` toevoegen. Daaronder zijn de automatisch " "ingevulde :guilabel:`Uitgavendatum` en :guilabel:`Rekening` velden " "beschikbaar." #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "" "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, " "if needed." msgstr "" "Het :guilabel:`Uitgavedatum` en :guilabel:`Rekening` veld kunnen indien " "nodig worden aangepast." #: ../../content/applications/sales/sales/invoicing/expense.rst:96 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field " "to reveal a drop-down menu. From this drop-down menu, select the appropriate" " sales order to which this expense should be attached. This field **must** " "be filled, in order to reinvoice a customer for an expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:100 msgid "" "Lastly, the option to modify the :guilabel:`Analytic Distribution` and " ":guilabel:`Company` fields are available. These fields are *not* required to" " complete a reinvoiced expense to a customer, but are available to modify, " "if needed." msgstr "" "Tot slot is er de optie om de velden :guilabel:`Analytic Distribution` en " ":guilabel:`Company` aan te passen. Deze velden zijn *niet* nodig om een " "doorgefactureerde uitgave aan een klant te voltooien, maar zijn beschikbaar " "om aan te passen, indien nodig." #: ../../content/applications/sales/sales/invoicing/expense.rst:104 msgid "" "Also, at the bottom of the expense form, there is a :guilabel:`Notes...` " "section, wherein any notes related to this expense can be added, if needed." msgstr "" "Onderaan het onkostenformulier vind je ook een :guilabel:`Notities...` " "gedeelte, waar je eventueel notities over deze uitgave kunt toevoegen." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "Een ingevuld onkostenformulier in de Odoo Expenses applicatie." #: ../../content/applications/sales/sales/invoicing/expense.rst:111 msgid "" "At the top of the expense form, there are buttons to :guilabel:`Attach " "Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`." msgstr "" "Bovenaan het onkostenformulier staan knoppen voor :guilabel:`Bonnetje " "bijvoegen`, :guilabel:`Rapport maken` en :guilabel:`Uitgave opsplitsen`." #: ../../content/applications/sales/sales/invoicing/expense.rst:114 msgid "" "If there is a physical or digital receipt that should be attached to the " "expense, click :guilabel:`Attach Receipt`." msgstr "" "Als er een fysiek of digitaal ontvangstbewijs bij de uitgave moet worden " "gevoegd, klik je op :guilabel:`Attach Receipt`." #: ../../content/applications/sales/sales/invoicing/expense.rst:117 msgid "" "If the cost of this expense needs to be split, click :guilabel:`Split " "Expense`. This feature can be used for a number of reasons (spitting expense" " with another employee, to accommodate different tax rates, etc.)." msgstr "" "Als de kosten van deze uitgave moeten worden gesplitst, klik je op " ":guilabel:`Split Expense`. Deze functie kan om verschillende redenen worden " "gebruikt (kosten delen met een andere medewerker, om rekening te houden met " "verschillende belastingtarieven, etc.)." #: ../../content/applications/sales/sales/invoicing/expense.rst:121 msgid "" "If neither of these options are necessary, click :guilabel:`Create Report` " "to lock in the expense report that was just configured." msgstr "" "Als geen van deze opties nodig is, klik je op :guilabel:`Create Report` om " "het zojuist geconfigureerde onkostendeclaratie vast te leggen." #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "" "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "" "Als je dit doet, verschijnt er een :guilabel:`Uitgavenoverzicht` voor de " "nieuwe uitgave." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "Een onkostendeclaratiesamenvatting in de Odoo Expenses toepassing." #: ../../content/applications/sales/sales/invoicing/expense.rst:130 msgid "" "Here, once the details related to the expense have been confirmed, click " ":guilabel:`Submit to Manager`. This sends the expense report to the " "approving manager, who will review the expense." msgstr "" "Zodra je de details van de onkosten hebt bevestigd, klik je op " ":guilabel:`Submit to Manager`. Hiermee wordt het onkostendeclaratieformulier" " naar de goedkeurende manager gestuurd, die de onkostendeclaratie zal " "controleren." #: ../../content/applications/sales/sales/invoicing/expense.rst:133 msgid "" "The manager in charge of reviewing and approving the expense will inspect " "the details related to the expense, and if there are no issues, they will " "click the :guilabel:`Approve` button — which *only* appears on the manager's" " view of the :guilabel:`Expense Report Summary` that's been submitted to the" " manager by the employee." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary that a manager will approve with an Approve " "button." msgstr "Een onkostennota die een manager goedkeurt met een Goedkeuren-knop." #: ../../content/applications/sales/sales/invoicing/expense.rst:142 msgid "" "Once approved, the buttons at the top of the :guilabel:`Expense Report " "Summary` change once again. At this point, the buttons at the top of the " ":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, " ":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset" " to Draft`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary with post journal entries button at the top of the" " form." msgstr "" "Een onkostendeclaratiesamenvatting met post journaalposten knop bovenaan het" " formulier." #: ../../content/applications/sales/sales/invoicing/expense.rst:151 msgid "" "When the manager is satisfied with the :guilabel:`Expense Report Summary`, " "they'll click :guilabel:`Post Journal Entries`." msgstr "" "Als de manager tevreden is met het :guilabel:`Uitgavenoverzicht`, klikt hij " "op :guilabel:`Post Journal Entries`." #: ../../content/applications/sales/sales/invoicing/expense.rst:154 msgid "" "Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and " "the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab " "is filled with the sales order that was initially configured to the expense " "in the :guilabel:`Customer to Reinvoice` field." msgstr "" "Als je op :guilabel:`Post Journal Entries` klikt, verdwijnt die knop en " "wordt de :guilabel:`Analytic Distribution` kolom op het :guilabel:`Expense` " "tabblad gevuld met de verkooporder die in eerste instantie was " "geconfigureerd voor de uitgave in het :guilabel:`Customer to Reinvoice` " "veld." #: ../../content/applications/sales/sales/invoicing/expense.rst:159 msgid "" "By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " ":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " "Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " "expense category." msgstr "" "Standaard is het :guilabel:`Klant naar herfactureren` veld ingeschakeld voor" " de :guilabel:`[TRANS & ACC] Reizen en accommodatie`, :guilabel:`[COMM] " "Communicatie`, :guilabel:`[FOOD] Maaltijden`, en :guilabel:`[MIL] " "Kilometers` onkostencategorie." #: ../../content/applications/sales/sales/invoicing/expense.rst:163 msgid "" "It should be noted that **not** all of the default expense categories that " "come installed with the *Expenses* application have reinvoicing policies " "activated. The setting may have to be manually activated." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:167 msgid "" "To do that, navigate to :menuselection:`Expenses app --> Configuration --> " "Expenses Categories` to view a list of all expense categories in the " "database." msgstr "" "Navigeer daarvoor naar :menuselectie:`Uitgaven app --> Configuratie --> " "Uitgavencategorieën` om een lijst met alle uitgavencategorieën in de " "database te bekijken." #: ../../content/applications/sales/sales/invoicing/expense.rst:170 msgid "" "Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " "have been made for each expense category." msgstr "" "Kijk in de kolom :guilabel:`Re-Invoice Expenses` om te zien welke selecties " "zijn gemaakt voor elke uitgavencategorie." #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Re-Invoice Expenses column on the Expense Categories page in the Odoo " "Expenses app." msgstr "" "De kolom Opnieuw factureren van uitgaven op de pagina Onkostencategorieën in" " de Odoo Uitgaven-app." #: ../../content/applications/sales/sales/invoicing/expense.rst:177 msgid "" "To modify an expense category, click the :icon:`fa-arrow-right` " ":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " "specific expense from." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:180 msgid "" "Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " "Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " "price`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Re-Invoice Expenses field on an Expense Category form in the Odoo " "Expenses app." msgstr "" "Het veld Opnieuw factureren van uitgaven op een uitgavencategorieformulier " "in de Odoo Uitgaven-app." #: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "Herfacturatiekosten" #: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" "Als deze stappen zijn voltooid, is het tijd om terug te gaan naar de " "verkooporder om de herfacturering van de kosten aan de klant af te ronden." #: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" "Navigeer daarvoor naar :menuselectie:`hoofddashboard Odoo --> Sales app` en " "selecteer de juiste verkooporder die opnieuw gefactureerd moet worden voor " "de uitgave." #: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " "in, and ready to be invoiced." msgstr "" "Op het verkoopformulier staat de nieuw geconfigureerde uitgave nu op het " "tabblad :guilabel:`Order Lines`, met de kolom :guilabel:`Delivered` " "ingevuld, en klaar om gefactureerd te worden." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A sales order with the configured expense ready to be invoiced in the Order " "Lines tab." msgstr "" "Een verkooporder met de geconfigureerde uitgave klaar om gefactureerd te " "worden op het tabblad Orderregels." #: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " "invoices` pop-up window appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A create invoices pop-up window that appears when the Create Invoice is " "clicked." msgstr "" "Een pop-upvenster voor facturen maken dat verschijnt als er op Factuur maken" " wordt geklikt." #: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice draft with the expense in the Invoice Lines tab of the " "form." msgstr "" "Een concept van een klantfactuur met de uitgave op het tabblad Factuurregels" " van het formulier." #: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " "and PDF invoice in the body of the message. The message can be reviewed and " "modified, if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " "message/invoice to the customer. Additionally, a PDF of the invoice is " "automatically downloaded for record-keeping and/or printing purposes." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" "Een klantfactuur met de knop Registreren betaling klaar om aangeklikt te " "worden." #: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " "auto-populated with the correct information. After reviewing the " "information, click :guilabel:`Create Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" "Een pop-upvenster voor het registreren van betalingen op een klantfactuur in" " Odoo Sales." #: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " "the invoice, signifying this invoice is paid for in full. Thus, completing " "the workflow." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`tijd_materialen`" #: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr ":doc:`mijlpaal`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "Factureer gebaseerd op geleverde of bestelde hoeveelheden" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "" "Verschillende zakelijke beleidsregels kunnen verschillende opties voor " "facturering vereisen:" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7 msgid "" "The *Invoice what is ordered* rule is used as the default mode in Odoo " "*Sales*, which means customers are invoiced once the sales order is " "confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9 msgid "" "The *Invoice what is delivered* rule invoices customers once the delivery is" " done. This rule is often used for businesses that sell materials, liquids, " "or food in large quantities. In these cases, the ordered quantity may differ" " slightly from the delivered quantity, making it preferable to invoice the " "quantity actually delivered." msgstr "" "De regel *Factureer wat geleverd is* factureert klanten zodra de levering " "gedaan is. Deze regel wordt vaak gebruikt voor bedrijven die materialen, " "vloeistoffen of voedsel in grote hoeveelheden verkopen. In deze gevallen kan" " de bestelde hoeveelheid iets afwijken van de geleverde hoeveelheid, " "waardoor het de voorkeur heeft om de werkelijk geleverde hoeveelheid te " "factureren." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "" "De mogelijkheid van verschillende factureringsopties zorgt voor meer " "flexibiliteit." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "Kenmerken factureringsbeleid" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19 msgid "" "To activate the necessary invoicing policy features, go to " ":menuselection:`Sales app --> Configuration --> Settings`, and under the " ":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: " ":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is " "delivered`." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "Een factureringsbeleid kiezen in Odoo Sales." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29 msgid "" "If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** " "possible to activate the :guilabel:`Automatic Invoice` feature, which " "automatically generates invoices when an online payment is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "Factureringsbeleid op productformulier" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36 msgid "" "On any product page, via the :menuselection:`Sales app --> Products --> " "Products dashboard`, locate the :guilabel:`Invoicing Policy` option located " "under the :guilabel:`General Information` tab. It can be changed manually " "using the drop-down menu." msgstr "" "Op elke productpagina, via de :menuselectie:`Verkoop app --> Producten --> " "Producten dashboard`, zoek je de :guilabel:`Factureringsbeleid` optie onder " "de :guilabel:`Algemene informatie` tab. Deze kan handmatig worden gewijzigd " "met behulp van het uitklapmenu." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "" "Hoe wijzig je het factureringsbeleid op een productformulier in Odoo Sales." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "Invloed op de verkoopstroom" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47 msgid "" "In Odoo *Sales*, the basic sales flow starts with the creation of a " "quotation. Then, that quotation is sent to a customer. Next, it needs to be " "confirmed, which turns the quotation into a sales order. This, in turn, " "creates an invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51 msgid "" "The following is a breakdown of how invoicing policy rules impact the " "aforementioned sales flow:" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53 msgid "" ":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An " "invoice is created as soon as a sale is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55 msgid "" ":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because " "the delivered quantity needs to be manually entered on the sales order. Or, " "the *Inventory* app can be installed and used to confirm the delivered " "quantity before creating an invoice with the *Sales* app." msgstr "" ":guilabel:`Factuur wat geleverd is`: Kleine impact op de verkoopstroom, " "omdat de geleverde hoeveelheid handmatig moet worden ingevoerd op de " "verkooporder. Of je kunt de *Inventory* app installeren en gebruiken om de " "geleverde hoeveelheid te bevestigen voordat je een factuur aanmaakt met de " "*Sales* app." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60 msgid "" "If a user attempts to create an invoice without validating the delivered " "quantity, the following error message appears: :guilabel:`There is no " "invoiceable line. If a product has a Delivered quantities invoicing policy, " "please make sure that a quantity has been delivered.`" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69 msgid "" "Once a quotation is confirmed, and the status changes from " ":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and " "invoiced quantities are available to view, directly from the sales order. " "This is true for both invoicing policy rule options." msgstr "" "Zodra een offerte is bevestigd en de status verandert van " ":guilabel:`Quotation sent` in :guilabel:`Sales order`, zijn de geleverde en " "gefactureerde hoeveelheden beschikbaar om direct vanuit de verkooporder te " "bekijken. Dit geldt voor beide opties van de factureringsbeleidsregel." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "" "Hoe je de geleverde en gefactureerde hoeveelheden kunt zien in Odoo Sales." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77 msgid "" "Odoo automatically adds the quantities to the invoice, both " ":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial " "delivery, when the quotation is confirmed." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80 msgid "" "Finally, there are a few different options to create an invoice: " ":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or " ":guilabel:`Down payment (fixed amount)`." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84 msgid "" "Be sure to check out the documentation explaining down payment options to " "learn more: :doc:`/applications/sales/sales/invoicing/down_payment`" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "Factureer project mijpalen" #: ../../content/applications/sales/sales/invoicing/milestone.rst:5 msgid "" "Invoicing based on project milestones can be used for expensive or large-" "scale projects. The series of milestones in a project represent a clear " "sequence of work that will inevitably result in the completion of a project " "and/or contract." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:9 msgid "" "This method of invoicing ensures the company gets a consistent flow of money" " throughout the lifetime of the project. Customers can closely monitor every" " phase of the project's development as it happens, in addition to paying a " "large bill in several installments, instead of all at once." msgstr "" "Deze manier van factureren zorgt ervoor dat het bedrijf een consistente " "geldstroom krijgt gedurende de hele looptijd van het project. Klanten kunnen" " elke fase van de ontwikkeling van het project op de voet volgen en " "daarnaast een grote rekening in meerdere termijnen betalen in plaats van " "alles in één keer." #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "Mijlpaalproducten maken" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "" "In Odoo, each milestone of a project is considered as an individual product." msgstr "" "In Odoo wordt elke mijlpaal van een project beschouwd als een afzonderlijk " "product." #: ../../content/applications/sales/sales/invoicing/milestone.rst:18 msgid "" "To create and/or configure products to work like this, first navigate to " ":menuselection:`Sales app --> Products --> Products`. Then, click on a " "product, or create a new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:22 msgid "" "The option to invoice based on milestones is only available for certain " "product types." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:24 msgid "" "On the product form, under the :guilabel:`General Information` tab, the " ":guilabel:`Product Type` field *must* be set on any of the following " "options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event " "Booth`, or :guilabel:`Course`." msgstr "" "Op het productformulier, op het :guilabel:`Algemene informatie` tabblad, " "moet het :guilabel:`Producttype` veld *staan* op een van de volgende opties:" " :guilabel:`Dienst`, :guilabel:`evenementsticket`, " ":guilabel:`evenementstand`, of :guilabel:`cursus`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoicing policy field drop-down menu with options on product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:32 msgid "" "With any of those :guilabel:`Product Type` options selected, choose " ":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-" "down menu." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:39 msgid "Beneath that is the :guilabel:`Create on Order` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:41 msgid "" "To ensure workflows are as seamless as possible, it is recommended that an " "option in the :guilabel:`Create on Order` field is selected." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:45 msgid "" "Leaving it on the default :guilabel:`Nothing` option won't negatively affect" " the desired workflow. However, a project *must* then be created directly " "from a sales order form with that specific product. Once a project is " "created *then* milestones and tasks can be created and configured." msgstr "" "Als je de standaard :guilabel:`Niets` optie laat staan, heeft dat geen " "negatieve invloed op de gewenste workflow. Een project *moet* dan echter wel" " direct worden aangemaakt vanuit een verkooporderformulier met dat " "specifieke product. Zodra een project is aangemaakt *dan* kunnen mijlpalen " "en taken worden aangemaakt en geconfigureerd." #: ../../content/applications/sales/sales/invoicing/milestone.rst:50 msgid "" "When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` " "is clicked, a drop-down menu is revealed with the following options:" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:53 msgid "" ":guilabel:`Task`: Odoo creates a task related to this milestone product in " "the *Projects* app when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:55 msgid "" ":guilabel:`Project \\& Task`: Odoo creates a project and task related to " "this milestone product in the *Projects* app when this specific product is " "ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:57 msgid "" ":guilabel:`Project`: Odoo creates a project related to this milestone " "product in the *Projects* app when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:60 msgid "" "When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In " "this field, select to which existing project in the *Projects* app this " "created task should be connected." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project field appears when the Task option is selected in Create on " "Order field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:67 msgid "" "When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two " "new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace " "Template`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project template and workspace template fields that appear on milestone " "product." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:74 msgid "" "The :guilabel:`Project Template` field provides template options to use for " "the project that will be created when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:77 msgid "" "The :guilabel:`Workspace Template` field provides template options to use " "for the workspace (for the *Documents* app, not the *Projects* app) that " "will be automatically generated for the project when this specific product " "is ordered." msgstr "" "Het :guilabel:`Workspace Template` veld geeft sjabloonopties om te gebruiken" " voor de werkruimte (voor de *Documenten* app, niet de *Projecten* app) die " "automatisch wordt gegenereerd voor het project wanneer dit specifieke " "product wordt besteld." #: ../../content/applications/sales/sales/invoicing/milestone.rst:82 msgid "" "For organizational purposes, click the :guilabel:`Sales` tab on the product " "form, and enter a custom 'Milestone' related descriptor in the " ":guilabel:`Sales Description` field. This information appears in the " ":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the " "sales order." msgstr "" "Klik voor organisatorische doeleinden op het :guilabel:`Verkopen` tabblad op" " het productformulier en voer een aangepaste 'Mijlpaal' gerelateerde " "beschrijving in het :guilabel:`Verkoopbeschrijving` veld in. Deze informatie" " verschijnt in de :guilabel:`Verkoopbeschrijving` kolom op het " ":guilabel:`Bestelregels` tabblad van de verkooporder." #: ../../content/applications/sales/sales/invoicing/milestone.rst:87 msgid "" "Or, directly edit/modify the :guilabel:`Description` field on the " ":guilabel:`Order Lines` tab of the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:90 msgid "This is *not* a requirement." msgstr "Dit is *geen* vereiste." #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "Factureer mijlpalen" #: ../../content/applications/sales/sales/invoicing/milestone.rst:96 msgid "" "The following flow features a trio of milestone products that have " ":guilabel:`Service` set as their :guilabel:`Product Type`, and " ":guilabel:`Task` set on their :guilabel:`Create on Order` field." msgstr "" "De volgende flow bevat een drietal mijlpaalproducten met :guilabel:`Dienst` " "ingesteld als hun :guilabel:`Producttype` en :guilabel:`Taak` ingesteld op " "hun :guilabel:`Op order aanmaken` veld." #: ../../content/applications/sales/sales/invoicing/milestone.rst:0 msgid "" "Product with Service \"Product Type\" and \"Task\" in the Create on Order " "field on form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:104 msgid "" "Those tasks are then attached to a pre-existing :guilabel:`Project`, which, " "in this case, is titled, :guilabel:`Rebranding Projects`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:107 msgid "" "To invoice milestones, create a sales order with the milestone product(s). " "To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a " "blank quotation form." msgstr "" "Om mijlpalen te factureren, maak je een verkooporder aan met de " "mijlpaalproducten. Ga daarvoor naar :menuselectie:`Verkoop app --> Nieuw`. " "Als je dit doet, verschijnt er een leeg offerteformulier." #: ../../content/applications/sales/sales/invoicing/milestone.rst:110 msgid "" "From this quotation form, add a :guilabel:`Customer`. Then, click " ":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the " "milestone product(s) to the :guilabel:`Order Lines` tab." msgstr "" "Voeg vanuit dit offerteformulier een :guilabel:`Klant` toe. Klik vervolgens " "op :guilabel:`Een product toevoegen` in het :guilabel:`Bestelregels` " "tabblad. Voeg vervolgens de mijlpaalproduct(en) toe aan het " ":guilabel:`Bestelregels` tabblad." #: ../../content/applications/sales/sales/invoicing/milestone.rst:113 msgid "" "Once the corresponding milestone product(s) have been added, click " ":guilabel:`Confirm` to confirm the order, which turns the quotation into a " "sales order." msgstr "" "Zodra de bijbehorende mijlpaalproducten zijn toegevoegd, klik je op " ":guilabel:`Confirm` om de bestelling te bevestigen, waardoor de offerte " "verandert in een verkooporder." #: ../../content/applications/sales/sales/invoicing/milestone.rst:116 msgid "" "When the order is confirmed, new smart buttons appear at the top of the " "sales order based on what was selected in the :guilabel:`Create on Order` " "field on the product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:119 msgid "" "From the sales order, click the :guilabel:`Milestones` smart button. Doing " "so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add" " milestones." msgstr "" "Klik vanuit de verkooporder op de :guilabel:`Mijlpalen` slimme knop. " "Hierdoor verschijnt een lege :guilabel:`Mijlpalen` pagina. Klik op " ":guilabel:`Nieuw` om mijlpalen toe te voegen." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "Adding milestones to a sales order with milestone products." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:126 msgid "" "Enter a :guilabel:`Name` for the milestone. Next, apply it to the " "corresponding :guilabel:`Sales Order Item`. Lastly, assign a " ":guilabel:`Deadline` to the milestone, if desired." msgstr "" "Voer een :guilabel:`Naam` in voor de mijlpaal. Pas deze vervolgens toe op " "het bijbehorende :guilabel:`Verkooporderitem`. Wijs ten slotte desgewenst " "een :guilabel:`Datum` toe aan de mijlpaal." #: ../../content/applications/sales/sales/invoicing/milestone.rst:129 msgid "Repeat that process for all milestone sales order items." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:131 msgid "" "Then, return to the sales order, via the breadcrumbs. From the sales order, " "click the :guilabel:`Tasks` smart button. Doing so reveals a " ":guilabel:`Tasks` page with a task for each sales order item with that " "option designated in the :guilabel:`Create on Order` field." msgstr "" "Ga dan via de broodkruimels terug naar de verkooporder. Klik vanuit de " "verkooporder op de :guilabel:`Taken` slimme knop. Hierdoor verschijnt een " ":guilabel:`Taken` pagina met een taak voor elk item van de verkooporder met " "die optie in het :guilabel:`Op order aanmaken` veld." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "Sample tasks page accessed via the smart button from a sales order with " "milestone products." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:139 msgid "" "To manually assign a configured milestone to a task, click the desired task," " which reveals the task form. On the task form, select the appropriate " "milestone to which this task should be connected, in the " ":guilabel:`Milestone` field." msgstr "" "Om handmatig een geconfigureerde mijlpaal aan een taak toe te wijzen, klik " "je op de gewenste taak, waardoor het taakformulier verschijnt. Selecteer op " "het taakformulier in het veld :guilabel:`Mijlpaal` de mijlpaal waaraan deze " "taak moet worden gekoppeld." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The milestone field on the task form when dealing with milestone products in" " Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:147 msgid "Repeat this process for all milestone tasks." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:149 msgid "" "With those tasks properly configured, employees log in their progress as " "they work on the task, in addition to adding any notes related to the task." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:152 msgid "" "Then, when that task is complete, that means that milestone has been " "reached. At that point, it is time to invoice that milestone." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:155 msgid "" "To invoice a milestone, first return to the sales order — either via the " "breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders " "--> Orders` and picking the appropriate sales order." msgstr "" "Om een mijlpaal te factureren, ga je eerst terug naar de verkooporder - via " "de broodkruimellinks of door te navigeren naar :menuselectie:`Verkoop app " "--> Bestellingen --> Bestellingen` en de juiste verkooporder te kiezen." #: ../../content/applications/sales/sales/invoicing/milestone.rst:159 msgid "" "Back on the sales order form, click the :guilabel:`Milestones` smart button," " and check the box in the :guilabel:`Reached` column for that particular " "task." msgstr "" "Terug op het verkooporderformulier klik je op de :guilabel:`Mijlpalen` " "slimme knop en vink je het vakje aan in de :guilabel:`Bereikt` kolom voor " "die specifieke taak." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "What it looks like to mark a milestone as reached via the milestone smart " "button." msgstr "" "Hoe het eruit ziet om een mijlpaal als bereikt te markeren via de knop " "mijlpaal slim." #: ../../content/applications/sales/sales/invoicing/milestone.rst:166 msgid "" "Next, return to the sales order — either by clicking :guilabel:`View Sales " "Order` on the :guilabel:`Milestones` page, or via the breadcrumb links." msgstr "" "Ga vervolgens terug naar de verkooporder - door te klikken op " ":guilabel:`Bekijk verkooporder` op de :guilabel:`Mijlpalen` pagina, of via " "de broodkruimellinks." #: ../../content/applications/sales/sales/invoicing/milestone.rst:169 msgid "" "Back on the sales order, the line item for the milestone that's been reached" " has its :guilabel:`Delivered` column filled. That's because the milestone " "has been reached, and therefore delivered." msgstr "" "Terug op de verkooporder is de kolom :guilabel:`Geleverd` gevuld voor het " "regelitem voor de mijlpaal die is bereikt. Dat komt omdat de mijlpaal is " "bereikt en dus is geleverd." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A milestone product that's been reached marked as delivered on the sales " "order in Odoo." msgstr "" "Een mijlpaalproduct dat is bereikt, wordt gemarkeerd als geleverd op de " "verkooporder in Odoo." #: ../../content/applications/sales/sales/invoicing/milestone.rst:177 msgid "" "Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals " "a :guilabel:`Create invoices` pop-up window." msgstr "" "Klik op :guilabel:`Factuur maken` in de linkerbovenhoek. Er verschijnt dan " "een :guilabel:`Facturen maken` pop-up venster." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The create invoices pop-up window that appears when create invoice button is" " clicked." msgstr "" "Het pop-upvenster voor facturen maken dat verschijnt als er op de knop " "Factuur maken wordt geklikt." #: ../../content/applications/sales/sales/invoicing/milestone.rst:184 msgid "" "On the :guilabel:`Create invoices` pop-up window, leave the " ":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`" " selection, and click the :guilabel:`Create Draft Invoice` button." msgstr "" "Laat in het pop-upvenster :guilabel:`Facturen maken` de optie " ":guilabel:`Factuur maken` op de standaard selectie :guilabel:`Reguliere " "factuur` staan en klik op de knop :guilabel:`Ontwerpfactuur maken`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:188 msgid "" "Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the " ":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in" " the :guilabel:`Invoice Lines` tab." msgstr "" "Nadat je op :guilabel:`Ontwerpfactuur maken` hebt geklikt, toont Odoo de " ":guilabel:`Klantfactuurontwerp` en *alleen* de bereikte mijlpaal op het " "tabblad :guilabel:`Factuurregels`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A customer invoice draft showing only the milestone product that's been " "reached." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:195 msgid "" "From this invoice page, click the :guilabel:`Confirm` button to confirm the " "invoice. Then, when the customer has paid for this milestone, click " ":guilabel:`Register Payment`." msgstr "" "Klik op deze factuurpagina op de :guilabel:`Bevestig` knop om de factuur te " "bevestigen. Klik vervolgens op :guilabel:`Betaling registreren` als de klant" " voor deze mijlpaal heeft betaald." #: ../../content/applications/sales/sales/invoicing/milestone.rst:198 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Register Payment pop-up window that appears when Register Payment is " "clicked." msgstr "" "Het pop-upvenster Betaling registreren dat verschijnt als je op Betaling " "registreren klikt." #: ../../content/applications/sales/sales/invoicing/milestone.rst:204 msgid "" "On this pop-up window, confirm the accuracy of the auto-populated fields, " "then click :guilabel:`Create Payment`." msgstr "" "Bevestig in dit pop-upvenster de juistheid van de automatisch ingevulde " "velden en klik vervolgens op :guilabel:`Betaling aanmaken`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:207 msgid "" "When clicked, the pop-up window disappears, and Odoo returns to the invoice " "for that milestone, which now has a green :guilabel:`In Payment` banner in " "the upper-right corner. This banner signifies the invoice has been paid." msgstr "" "Als je hierop klikt, verdwijnt het pop-up venster en gaat Odoo terug naar de" " factuur voor die mijlpaal, die nu een groene :guilabel:`In Betaling` banner" " in de rechterbovenhoek heeft. Deze banner geeft aan dat de factuur is " "betaald." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "An invoice with a milestone product that has been paid with an In Payment " "banner." msgstr "" "Een factuur met een mijlpaalproduct dat is betaald met een In Betaling " "banner." #: ../../content/applications/sales/sales/invoicing/milestone.rst:215 msgid "" "Then, return to the sales order, via the breadcrumb links. Back on the sales" " order, in the :guilabel:`Order Lines` tab, the reached milestone that's " "been invoiced and paid for, now has its :guilabel:`Invoiced` column filled." msgstr "" "Ga vervolgens terug naar de verkooporder via de broodkruimellinks. Terug op " "de verkooporder, op het tabblad :guilabel:`Order Lines`, is de kolom " ":guilabel:`Invoiced` nu gevuld met de bereikte mijlpaal die is gefactureerd " "en betaald." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Invoiced column of a milestone product that's been paid for is filled." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:223 msgid "" "There is also a new :guilabel:`Invoices` smart button at the top of the " "sales order. Clicking that reveals all the invoices that are connected to " "this sales order." msgstr "" "Er is ook een nieuwe :guilabel:`Facturen` slimme knop bovenaan de " "verkooporder. Als je daarop klikt, zie je alle facturen die aan deze " "verkooporder zijn gekoppeld." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoices smart button that appears at the top of a sales order with " "milestones." msgstr "" "De slimme knop Facturen die bovenaan een verkooporder met mijlpalen " "verschijnt." #: ../../content/applications/sales/sales/invoicing/milestone.rst:230 msgid "" "Simply repeat the above process for each milestone as it is worked on, and " "subsequently, completed." msgstr "" "Herhaal simpelweg het bovenstaande proces voor elke mijlpaal waaraan wordt " "gewerkt en die vervolgens wordt voltooid." #: ../../content/applications/sales/sales/invoicing/milestone.rst:232 msgid "" "Continue that process until the entire project has been completed, each " "milestone has been invoiced, and the entire order has been paid for in full." msgstr "" "Ga door met dat proces totdat het hele project is afgerond, elke mijlpaal is" " gefactureerd en de hele bestelling volledig is betaald." #: ../../content/applications/sales/sales/invoicing/milestone.rst:237 msgid ":doc:`proforma`" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:5 msgid "" "A *pro-forma invoice* is an abridged or estimated invoice sent in advance of" " a delivery of goods. It notes the kind and quantity of goods, their value, " "and other important information, such as weight and transportation charges." msgstr "" "Een *pro-forma factuur* is een verkorte of geschatte factuur die voorafgaand" " aan een levering van goederen wordt verstuurd. Het vermeldt de soort en " "hoeveelheid goederen, de waarde ervan en andere belangrijke informatie, " "zoals gewicht en transportkosten." #: ../../content/applications/sales/sales/invoicing/proforma.rst:9 msgid "" "Pro-forma invoices are commonly used as preliminary invoices with a " "quotation. They are also used during importation for customs purposes. They " "differ from a normal invoice, in that they are *not* a demand (or request) " "for payment." msgstr "" "Pro-forma facturen worden vaak gebruikt als voorlopige facturen bij een " "offerte. Ze worden ook gebruikt bij import voor douanedoeleinden. Ze " "verschillen van een normale factuur doordat ze *geen* aanmaning (of verzoek)" " tot betaling zijn." #: ../../content/applications/sales/sales/invoicing/proforma.rst:16 msgid "" "In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature " "**must** be activated." msgstr "" "Om pro-forma facturen te gebruiken, moet de functie *Pro-Forma Factuur* " "**must** geactiveerd zijn." #: ../../content/applications/sales/sales/invoicing/proforma.rst:18 msgid "" "To enable this feature, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` " "section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, " "click :guilabel:`Save` to save all changes." msgstr "" "Om deze functie in te schakelen, ga je naar :menuselection:`Verkoop app --> " "Configuratie --> Instellingen` en klik je in het gedeelte " ":guilabel:`Quotations \\& Orders` op het selectievakje naast :guilabel:`Pro-" "Forma Factuur`. Klik vervolgens op :guilabel:`Opslaan` om alle wijzigingen " "op te slaan." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "" "De instelling van de Pro-Forma Factuur functie in de Odoo Sales applicatie." #: ../../content/applications/sales/sales/invoicing/proforma.rst:27 msgid "Send pro-forma invoice" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:29 msgid "" "With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send" " a pro-forma invoice is now available on any quotation or sales order, via " "the :guilabel:`Send Pro-Forma Invoice` button." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "" "De knop Stuur Pro-Forma factuur op een typische verkooporder in Odoo Sales." #: ../../content/applications/sales/sales/invoicing/proforma.rst:37 msgid "" "Pro-forma invoices can **not** be sent for a sales order or quotation if an " "invoice for a down payment has already been sent, or for a recurring " "subscription." msgstr "" "Pro-forma facturen kunnen **niet** worden verzonden voor een verkooporder of" " offerte als er al een factuur voor een aanbetaling is verzonden, of voor " "een terugkerend abonnement." #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** " "appear." msgstr "" "In beide gevallen verschijnt de :guilabel:`Verstuur Pro-Froma Factuur` knop " "**niet**." #: ../../content/applications/sales/sales/invoicing/proforma.rst:42 msgid "" "However, pro-forma invoices **can** be sent for services, event " "registrations, courses, and/or new subscriptions. Pro-forma invoices are not" " limited to physical, consumable, or storable goods." msgstr "" "Pro-forma facturen **kunnen** echter wel worden verstuurd voor diensten, " "inschrijvingen voor evenementen, cursussen en/of nieuwe abonnementen. Pro-" "forma facturen zijn niet beperkt tot fysieke, verbruikbare of houdbare " "goederen." #: ../../content/applications/sales/sales/invoicing/proforma.rst:45 msgid "" "When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up " "window appears, from which an email can be sent." msgstr "" "Als er op de knop :guilabel:`Verstuur Pro-Forma Factuur` wordt geklikt, " "verschijnt er een pop-up venster van waaruit een e-mail kan worden " "verzonden." #: ../../content/applications/sales/sales/invoicing/proforma.rst:48 msgid "" "In the pop-up window, the :guilabel:`Recipients` field is auto-populated " "with the customer from the sales order or quotation. The :guilabel:`Subject`" " field and the body of the email can be modified, if necessary." msgstr "" "In het pop-upvenster wordt het :guilabel:`ontvangers` veld automatisch " "gevuld met de klant uit de verkooporder of offerte. Het " ":guilabel:`Onderwerp` veld en de inhoud van de e-mail kunnen indien nodig " "worden aangepast." #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "" "The pro-forma invoice is automatically added as an attachment to the email." msgstr "" "De pro-forma factuur wordt automatisch als bijlage aan de e-mail toegevoegd." #: ../../content/applications/sales/sales/invoicing/proforma.rst:54 msgid "" "When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with" " the attached pro-forma invoice, to the customer." msgstr "" "Als je klaar bent, klik je op :guilabel:`Verstuur` en Odoo verstuurt de " "e-mail met de bijgevoegde pro-forma factuur direct naar de klant." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The email pop-up window that appears with pro-forma invoice attached in Odoo" " Sales." msgstr "" "Het pop-upvenster dat verschijnt met de pro-forma factuur als bijlage in " "Odoo Sales." #: ../../content/applications/sales/sales/invoicing/proforma.rst:62 msgid "" "To preview what the pro-forma invoice looks like, click on the PDF at the " "bottom of the email pop-up window *before* clicking :guilabel:`Send`. When " "clicked, the pro-forma invoice is downloaded instantly. Open that PDF to " "view (and review) the pro-forma invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "Voorbeeld pro-forma factuur PDF van Odoo Sales." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "Facturatie op basis van tijd en materialen" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:5 msgid "" "Invoicing based on time and/or materials is typically used when accurately " "estimating the size of a project isn't possible, or when the requirements of" " a project may change." msgstr "" "Facturering op basis van tijd en/of materialen wordt meestal gebruikt " "wanneer het niet mogelijk is om de omvang van een project nauwkeurig in te " "schatten, of wanneer de vereisten van een project kunnen veranderen." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:8 msgid "" "This is different from a fixed-price contract, when a customer agrees to pay" " a specified total for the fulfillment of the contract---no matter what " "needs to be paid to the employees, sub-contractors, vendors, suppliers, and " "so on." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:12 msgid "" "The Odoo *Sales* app can invoice for time and various other expenses (e.g. " "transport, lodging), as well as purchases needed to fulfill an order." msgstr "" "De Odoo *Sales* app kan factureren voor tijd en diverse andere kosten (zoals" " transport en overnachtingen), maar ook voor aankopen die nodig zijn om een " "bestelling uit te voeren." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "App en instellingen configureren" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:18 msgid "" "First, in order to accurately keep track of the progress of a project, the " "Odoo *Project* and *Accounting* apps **must** be installed." msgstr "" "Ten eerste, om de voortgang van een project nauwkeurig bij te houden, moeten" " de Odoo *Project* en *Accounting* apps **must** geïnstalleerd zijn." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:21 msgid "" "To install the *Project* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Project` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " "*Project* app is now available to access." msgstr "" "Om de app *Project* te installeren, ga je naar :menuselection:`Odoo main " "dashboard --> Apps`. Ga vervolgens op de :guilabel:`Apps` pagina naar het " ":guilabel:`Project` app blok en klik op :guilabel:`Activeren`. De pagina " "wordt automatisch vernieuwd en keert terug naar het Odoo-hoofddashboard, " "waar je nu toegang hebt tot de *Project* app." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "" "Herhaal hetzelfde proces om de applicatie *Accounting* te installeren." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:28 msgid "" "After installation, click the :guilabel:`Accounting` app icon from the main " "Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`." " On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` " "section, and ensure the box next to :guilabel:`Analytic Accounting` is " "checked." msgstr "" "Klik na de installatie op het :guilabel:`Accounting` app icoon van het Odoo " "dashboard en navigeer naar :menuselection:`Configuration --> Settings`. " "Scroll op de :guilabel:`Instellingen` pagina naar beneden naar het " ":guilabel:`Analytics` gedeelte en zorg ervoor dat het vakje naast " ":guilabel:`Analytische boekhouding` is aangevinkt." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How it looks to activate the Analytic Accounting setting in Odoo Accounting " "Setting page." msgstr "" "Hoe het eruit ziet om de instelling Analytic Accounting te activeren in de " "instellingenpagina van Odoo Accounting." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:37 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:43 msgid "Then, click :guilabel:`Save` to save all changes." msgstr "" "Klik vervolgens op :guilabel:`Opslaan` om alle wijzigingen op te slaan." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:39 msgid "" "Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> " "Configuration --> Settings`. On the :guilabel:`Settings` page, in the " ":guilabel:`Time Management` section, ensure the box beside the " ":guilabel:`Timesheets` feature is checked." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "What the Timesheets feature looks like on the Odoo Project settings page." msgstr "" "Zo ziet de functie Timesheets eruit op de instellingenpagina van Odoo " "Project." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "Service productconfiguratie" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:54 msgid "" "With the *Timesheets* feature activated in the *Project* app, it is now " "possible to invoice for time spent on a project, but **only** when the " "following product configurations have been made." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:58 msgid "" "Invoicing for time spent on a project is **only** possible with products " "that have *Service* set as the *Product Type* on their product form." msgstr "" "Factureren voor tijd besteed aan een project is **alleen** mogelijk met " "producten waarbij *Dienst* is ingesteld als *Producttype* op het " "productformulier." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:61 msgid "" "To configure a service product, first navigate to :menuselection:`Sales app " "--> Products --> Products`. On the :guilabel:`Products` page, select the " "desired service product to be configured, or click :guilabel:`New` to create" " a new product." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:65 msgid "" "From the product form, in the :guilabel:`General Information` tab, set the " ":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down " "menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based " "on Timesheets`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:69 msgid "" "Next, from the :guilabel:`Create on Order` drop-down menu, select " ":guilabel:`Project \\& Task`. That setting indicates that, when a sales " "order is created with this specific service product, a new project and task " "is created in the *Project* app." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "The correct settings for Invoicing Policy and Create on Order fields for " "service product." msgstr "" "De juiste instellingen voor Factureringsbeleid en Creëer op bestelling " "velden voor serviceproduct." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:78 msgid "" "The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create" " on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing" " project that the task will appear in from :guilabel:`Project` field, which " "only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on " "Order` field." msgstr "" "De optie :guilabel:`Taak` kan in plaats daarvan worden gekozen uit het " "keuzemenu :guilabel:`Op order aanmaken`. Als :guilabel:`Task` wordt gekozen," " selecteer dan een bestaand project waarin de taak zal verschijnen in het " ":guilabel:`Project` veld, dat alleen verschijnt als :guilabel:`Task` is " "gekozen in het :guilabel:`Create on Order` veld." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "Bestede tijd toevoegen aan verkooporder" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:86 msgid "" "After properly configuring a service product with the correct *Invoicing " "Policy* and *Create on Order* options, it is possible to add time spent to a" " sales order." msgstr "" "Na het juist configureren van een serviceproduct met de juiste " "*Factureringsbeleid* en *Op order maken* opties, is het mogelijk om bestede " "tijd toe te voegen aan een verkooporder." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:89 msgid "" "To see that in action, navigate to :menuselection:`Sales app --> New` to " "open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, " "and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and" " select the properly :ref:`configured service product " "` from the drop-down menu." msgstr "" "Om dat in actie te zien, navigeer je naar :menuselection:`Verkoop app --> " "Nieuw` om een leeg offerteformulier te openen. Voeg vervolgens een " ":guilabel:`klant` toe en klik in het :guilabel:`bestellijnen` tabblad op " ":guilabel:`Een product toevoegen` en selecteer het juiste " ":ref:`geconfigureerd serviceproduct ` uit het uitklapmenu." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "" "Klik vervolgens op :guilabel:`Confirm` om de bestelling te bevestigen." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:96 msgid "" "After confirming the sales order, two smart buttons appear at the top of the" " order form: :guilabel:`Projects` and :guilabel:`Tasks`." msgstr "" "Na het bevestigen van de verkooporder verschijnen er twee slimme knoppen " "bovenaan het bestelformulier: :guilabel:`Projecten` en :guilabel:`Taken`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How the Projects and Tasks smart buttons look on a Sales Order in Odoo " "Sales." msgstr "" "Hoe de Projecten en Taken slimme knoppen eruit zien op een Verkooporder in " "Odoo Sales." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:103 msgid "" "If the :guilabel:`Projects` smart button is clicked, it reveals the specific" " project related to this sales order. If the :guilabel:`Tasks` smart button " "is clicked, it reveals the specific project task related to this sales " "order. Both are also accessible in the *Project* app." msgstr "" "Als op de :guilabel:`Projecten` slimme knop wordt geklikt, wordt het " "specifieke project met betrekking tot deze verkooporder weergegeven. Als op " "de :guilabel:`Taken` slimme knop wordt geklikt, wordt de specifieke " "projecttaak met betrekking tot deze verkooporder weergegeven. Beide zijn ook" " toegankelijk in de *Project* app." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:107 msgid "" "In order to add time spent on a sales order, click the :guilabel:`Tasks` " "smart button." msgstr "" "Om tijd toe te voegen die aan een verkooporder is besteed, klik je op de " ":guilabel:`Taken` slimme knop." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:109 msgid "" "On the task form, select the :guilabel:`Timesheets` tab. From the " ":guilabel:`Timesheets` tab, employees can be assigned to work on the " "project, and the time they spend working on the task can be added by the " "employees or by the person who created the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:113 msgid "" "To add an employee, and the time spent working on the task, click " ":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the " "appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the " "option to add a brief description of the work done during this time in the " ":guilabel:`Description` column, but it's not required." msgstr "" "Om een werknemer toe te voegen en de tijd die aan de taak is besteed, klik " "je op :guilabel:`Een regel toevoegen` in het :guilabel:`Timesheets` tabblad." " Selecteer vervolgens de juiste :guilabel:`Datum` en :guilabel:`Werknemer`. " "In de kolom :guilabel:`Beschrijving` kun je ook een korte beschrijving " "toevoegen van het werk dat je in die periode hebt gedaan, maar dat is niet " "verplicht." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:118 msgid "" "Lastly, enter the amount of time worked on the task in the :guilabel:`Hours " "Spent` column, and click away to complete that line in the " ":guilabel:`Timesheets` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:122 msgid "" "The time entered in the :guilabel:`Hours Spent` column is immediately " "reflected in the :guilabel:`Allocated Time` field (located near the top of " "the task form) as a percentage, which reflects how much of the total " "allocated work hours have been done so far." msgstr "" "De tijd die is ingevoerd in de :guilabel:`Bestede uren` kolom wordt " "onmiddellijk weergegeven in het :guilabel:`Toegewezen tijd` veld (bovenaan " "het taakformulier) als een percentage, dat weergeeft hoeveel van de totale " "toegewezen werkuren tot nu toe zijn gedaan." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:126 msgid "" "That same information is found as numerical hours in the :guilabel:`Hours " "Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the " ":guilabel:`Timesheets` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "How the Timesheets tab appears on a task form in Odoo Sales and Odoo " "Project." msgstr "" "Hoe het tabblad Timesheets verschijnt op een taakformulier in Odoo Sales en " "Odoo Project." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:133 msgid "" "Repeat this process for however many employees and hours have been worked on" " the project." msgstr "" "Herhaal dit proces voor het aantal werknemers en uren dat aan het project is" " gewerkt." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "Bestede tijd factureren" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:138 msgid "" "Once all the necessary employees and time spent have been added to the " "project task, return to the sales order to invoice the customer for those " "hours. To do that, either click the :guilabel:`Sales Order` smart button at " "the top of the task form, or return to the sales order via the breadcrumb " "links, located in the upper-left of the screen." msgstr "" "Zodra alle benodigde medewerkers en bestede tijd aan de projecttaak zijn " "toegevoegd, ga je terug naar de verkooporder om de klant voor die uren te " "factureren. Om dat te doen, klik je op de :guilabel:`Verkooporder` slimme " "knop bovenaan het taakformulier, of ga je terug naar de verkooporder via de " "broodkruimellinks linksboven in het scherm." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:143 msgid "" "Back on the sales order form, the time that was added to the task is " "reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` " "column) and in the new :guilabel:`Recorded Hours` smart button at the top of" " the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:147 msgid "" "To invoice the customer for time spent on the project, click " ":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the " ":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create " "Draft Invoice`." msgstr "" "Om de klant te factureren voor de tijd die aan het project is besteed, klik " "je op :guilabel:`Factuur maken` en selecteer je :guilabel:`Reguliere " "factuur` in het pop-upvenster :guilabel:`Facturen maken`. Klik vervolgens op" " :guilabel:`Ontwerpfactuur maken`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:151 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all " "the work that's been done in the :guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:155 msgid "" "Pay attention to the :guilabel:`Analytic Distribution` column in the " ":guilabel:`Customer Invoice`, as that information is necessary to ensure " "other time/material invoicing tasks are completed properly and accurately." msgstr "" "Besteed aandacht aan de :guilabel:`Analytische distributie` kolom in de " ":guilabel:`Klantfactuur`, want die informatie is nodig om ervoor te zorgen " "dat andere tijd/materiaal factureringstaken goed en nauwkeurig worden " "uitgevoerd." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "Conceptfactuur met tijd besteed aan verkooporder in Odoo Sales." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "" "Click :guilabel:`Confirm` to confirm the invoice and continue with the " "invoicing process." msgstr "" "Klik op :guilabel:`Confirm` om de factuur te bevestigen en door te gaan met " "het facturatieproces." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "Declaratie configuratie" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:171 msgid "" "In order to track and invoice expenses related to a sales order, the Odoo " "*Expenses* app **must** be installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:174 msgid "" "To install the *Expenses* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Expenses` app block, and click :guilabel:`Activate`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:178 msgid "" "The page automatically refreshes and returns to the main Odoo dashboard, " "where the :guilabel:`Expenses` app is now available to access." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:184 msgid "Add expenses to sales order" msgstr "Onkosten toevoegen aan verkooporder" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:186 msgid "" "To add an expense to a sales order, first navigate to the " ":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, " "click :guilabel:`New`, which reveals a blank expense form." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:189 msgid "" "On the expense form, add a :guilabel:`Description` of the expense (e.g. " "`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, " "select the appropriate option from the drop-down menu (e.g. " ":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)." msgstr "" "Voeg op het onkostenformulier een :guilabel:`omschrijving` van de onkosten " "toe (bijv. `Hotelovernachting`, `Vliegticket`). Selecteer vervolgens in het " ":guilabel:`Categorie` veld de juiste optie uit het uitklapmenu (bijv. " ":guilabel:`Maaltijden`, :guilabel:`Mijlen`, :guilabel:`Reis & " "Accommodatie`)." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:194 msgid "" "Expense categories can be added and modified by navigating to " ":menuselection:`Expenses app --> Configuration --> Expense Categories`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:197 msgid "" "Then, enter the total amount of the expense in the :guilabel:`Total` field, " "as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that " "the correct :guilabel:`Employee` is selected, and designate who paid for the" " expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to " "reimburse)` or the :guilabel:`Company`." msgstr "" "Voer vervolgens het totale bedrag van de onkosten in het :guilabel:`Totaal` " "veld in, evenals eventuele :guilabel:`Inclusieve belastingen` die van " "toepassing kunnen zijn. Zorg er vervolgens voor dat de juiste " ":guilabel:`Werknemer` is geselecteerd en geef aan wie de onkosten heeft " "betaald in het :guilabel:`Betaald door` veld: de :guilabel:`Werknemer (te " "vergoeden)` of de :guilabel:`Bedrijf`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:202 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate" " sales order from the drop-down menu. Then, select that same sales order " "information from the :guilabel:`Analytic Distribution` field, as well." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:207 msgid "" "The :guilabel:`Analytic Distribution` field will **only** have the " "corresponding sales order as an option if the sales order contains a service" " product that is billed based on *Timesheets*, *Milestones*, or *Delivered " "Quantities*." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to properly fill out an expense form that's attached to a sales order in" " Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:215 msgid "" "If there are any receipts that should be uploaded and attached to the " "expense, click the :guilabel:`Attach Receipt` button, and upload the " "necessary documents to the expense. This is **not** required, but it may " "affect whether or not an expense is approved." msgstr "" "Als er ontvangstbewijzen zijn die moeten worden geüpload en bij de onkosten " "moeten worden gevoegd, klik dan op de knop :guilabel:`Attach Receipt` en " "upload de benodigde documenten bij de onkosten. Dit is **niet** verplicht, " "maar het kan wel invloed hebben op het wel of niet goedkeuren van een " "uitgave." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:219 msgid "" "When all the information has been entered, click :guilabel:`Create Report` " "to create an expense report detailing all the expense information that was " "just entered." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "How an Expense Report Summary looks in Odoo Expenses." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:226 msgid "" "Then, there's the option to :guilabel:`Submit to Manager` for approval. Once" " approved, the :guilabel:`Report in Next Payslip` appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:229 msgid "" "To showcase a complete flow in this example, select :guilabel:`Submit to " "Manager`. Then, the manager would click :guilabel:`Approve` to approve this " "expense, and click :guilabel:`Post Journal Entries` to post this expense to " "the accounting journal." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:234 msgid "Invoice expenses" msgstr "Factuur uitgaven" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:236 msgid "" "To invoice a customer for an :ref:`expense on a sales order " "`, navigate to the related sales " "order, either from the :menuselection:`Sales` app or from the expense report" " in the :menuselection:`Expenses` app. From the expense report, click the " ":guilabel:`Sales Orders` smart button at the top of the page." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:241 msgid "" "If the expense report was linked to the sales order, the newly-configured " "expense now has its own line in the :guilabel:`Order Lines` tab, and can be " "invoiced to the customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "An expense appearing on Order Lines tab of a Sales Order in Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:248 msgid "" "To invoice the customer for the expense on the sales order, click " ":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the " ":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create " "Draft Invoice`." msgstr "" "Om de onkosten op de verkooporder aan de klant te factureren, klik je op " ":guilabel:`Factuur maken`, selecteer je :guilabel:`Reguliere factuur` in het" " pop-upvenster :guilabel:`Facturen maken` en klik je vervolgens op " ":guilabel:`Ontwerpfactuur maken`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:252 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then," " the invoicing process can be completed as usual." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Sample customer invoice for an expense generated from a sales order in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" msgstr "Configuratie kopen" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:262 msgid "" "In order to invoice a customer for purchases made on a sales order, the " "*Purchase* application **must** be installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:265 msgid "" "To install the *Purchase* application, navigate to :menuselection:`Odoo main" " dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " ":guilabel:`Purchase` app is now available to access." msgstr "" "Om de applicatie *Koop* te installeren, ga je naar :menuselection:`Odoo main" " dashboard --> Apps`. Ga vervolgens op de :guilabel:`Apps` pagina naar het " ":guilabel:`Purchase` app blok en klik op :guilabel:`Activeren`. De pagina " "wordt automatisch vernieuwd en keert terug naar het Odoo-hoofddashboard, " "waar je nu toegang hebt tot de :guilabel:`Koop` app." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "Aankoop toevoegen aan verkooporder" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:275 msgid "" "To add a purchase to a sales order, a purchase order must first be created. " "To create a purchase order, navigate to :menuselection:`Purchase app --> " "New` to reveal a blank purchase order form." msgstr "" "Om een aankoop aan een verkooporder toe te voegen, moet eerst een " "inkooporder worden aangemaakt. Om een inkooporder aan te maken, navigeer je " "naar :menuselectie:`Inkoop app --> Nieuw` om een leeg inkooporderformulier " "tevoorschijn te halen." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:278 msgid "" "First, add a :guilabel:`Vendor` to the purchase order. Then, under the " ":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-" "down menu, represented by two horizontal lines with dots on them, located to" " the far-right of the column headers. From that drop-down menu, select " ":guilabel:`Analytic Distribution`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to add analytic distribution column on purchase order form in Odoo " "Purchase." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:287 msgid "" "After adding the :guilabel:`Analytic Distribution` column to the headers on " "the :guilabel:`Products` tab of the purchase order form, proceed to add the " "product(s) to the purchase order. To do that, click :guilabel:`Add a " "product`, and select the desired product from the drop-down menu. Repeat for" " all the products to add." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:293 msgid "" "In order for a purchase to be properly invoiced on a sales order, the " "product on the purchase order **must** be marked as :guilabel:`Can be " "Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered " "quantities`, and have the :guilabel:`At cost` option selected in the " ":guilabel:`Re-Invoice Expenses` field on its product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "Product settings for a purchase order to be invoiced on a sales order in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:302 msgid "" "Then, select the appropriate :guilabel:`Analytic Distribution` associated " "with the sales order to which this purchase order is related. To do that, " "click the empty :guilabel:`Analytic Distribution` field to reveal an " ":guilabel:`Analytic` pop-up window." msgstr "" "Selecteer vervolgens de juiste :guilabel:`Analytic Distribution` die hoort " "bij de verkooporder waarop deze inkooporder betrekking heeft. Klik daarvoor " "op het lege :guilabel:`Analytic Distribution` veld om een " ":guilabel:`Analytic` pop-up venster te openen." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:306 msgid "" "Then, from the :guilabel:`Departments` drop-down menu, select the analytic " "distribution associated with the desired sales order to be invoiced for the " "purchase." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to select the Analytic Distribution department from a purchase order in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:313 msgid "" "Once all the information is entered in the :guilabel:`Products` tab of the " "purchase order, confirm the order by clicking :guilabel:`Confirm Order`. " "Then, click :guilabel:`Receive Products` when the products have been " "received. This creates a receipt form." msgstr "" "Zodra alle informatie is ingevoerd op het :guilabel:`Producten` tabblad van " "de inkooporder, bevestig je de order door op :guilabel:`Bestelling " "bevestigen` te klikken. Klik vervolgens op :guilabel:`Producten ontvangen` " "als de producten zijn ontvangen. Hiermee wordt een ontvangstformulier " "aangemaakt." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:318 msgid "" "If any serial/lot numbers must be entered before validating the receipt of " "products, then on the receipt form, click the :guilabel:`details` icon " "represented by four horizontal lines located to the far-right of the product" " line." msgstr "" "Als er serie-/lotnummers moeten worden ingevoerd voordat de ontvangst van " "producten wordt gevalideerd, klik dan op het ontvangstformulier op het " ":guilabel:`details`-pictogram, dat wordt weergegeven door vier horizontale " "lijnen uiterst rechts van de productregel." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:322 msgid "" "This reveals a :guilabel:`Detailed Operations` tab, in which the necessary " ":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added." " When ready, click :guilabel:`Confirm` to confirm the data." msgstr "" "Er verschijnt nu een :guilabel:`Gedetailleerde bewerkingen` tabblad waarin " "de benodigde :guilabel:`Lot/serienummer(s)` en :guilabel:`Gereed` " "hoeveelheid kunnen worden toegevoegd. Als je klaar bent, klik je op " ":guilabel:`Bevestigen` om de gegevens te bevestigen." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:326 msgid "Then, click :guilabel:`Validate` to validate the purchase order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:328 msgid "" "Next, return to the purchase order, via the breadcrumb links at the top of " "the page, and click :guilabel:`Create Bill` to create a vendor bill that can" " be invoiced to the customer on the attached sales order." msgstr "" "Ga vervolgens terug naar de inkooporder via de broodkruimellinks bovenaan de" " pagina en klik op :guilabel:`factuur maken` om een factuur te maken die aan" " de klant kan worden gefactureerd op de gekoppelde verkooporder." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Vendor bill draft for a purchase order to be invoiced to a customer in Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:337 msgid "" "Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill " "Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an " "error window appears, requesting that information to be entered before " "confirmation can occur." msgstr "" "Zorg ervoor dat je een :guilabel:`Factuurdatum` invoert op het " ":guilabel:`Factuurontwerp Verkoper` voordat je bevestigt. Als er *geen* " ":guilabel:`Factuurdatum` is ingevoerd, verschijnt er een foutvenster met het" " verzoek deze informatie in te voeren voordat er kan worden bevestigd." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:341 msgid "" "Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then " "automatically added to the sales order, where it can be invoiced directly to" " the customer attached to it." msgstr "" "Klik vervolgens op :guilabel:`Confirm` om de verkopersfactuur te bevestigen." " Deze wordt dan automatisch toegevoegd aan de verkooporder, waar deze direct" " kan worden gefactureerd aan de klant die eraan is gekoppeld." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:347 msgid "" "To invoice a customer for a purchase on a sales order, first :ref:`add the " "purchase to the sales order `, " "then navigate to the desired sales order in the :menuselection:`Sales` app." msgstr "" "Om een klant te factureren voor een aankoop op een verkooporder, voeg je " "eerst :ref:`de aankoop toe aan de verkooporder ` en navigeer je vervolgens naar de gewenste " "verkooporder in de :menuselection:`Sales` app." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:351 msgid "" "On the sales order that was attached to the purchase order, the purchased " "product now has its own product line under the :guilabel:`Order Lines` tab, " "and it is ready to be invoiced." msgstr "" "Op de verkooporder die aan de inkooporder was gekoppeld, heeft het gekochte " "product nu zijn eigen productregel onder het :guilabel:`Order Lines` " "tabblad, en het is klaar om gefactureerd te worden." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Purchase order product on sales order to be invoiced to customer via Odoo " "Sales." msgstr "" "Inkooporder product op verkooporder factureren aan klant via Odoo Sales." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:358 msgid "" "To invoice the customer for the purchase, simply click :guilabel:`Create " "Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create " "invoices` pop-up window, then click :guilabel:`Create Draft Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:362 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added " "purchase order product in the :guilabel:`Invoice Lines` tab." msgstr "" "Hierdoor verschijnt een :guilabel:`Klantfactuurontwerp` met het nieuw " "toegevoegde inkooporderproduct op het tabblad :guilabel:`Factuurregels`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Customer invoice draft with purchase product attached to sales order in " "Odoo." msgstr "" "Concept klantfactuur met inkoopproduct gekoppeld aan verkooporder in Odoo." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:369 msgid "" "To complete the invoicing process, click :guilabel:`Confirm` to confirm the " "invoice, and then click :guilabel:`Register Payment` in the " ":guilabel:`Register Payment` pop-up form." msgstr "" "Om het facturatieproces te voltooien, klik je op :guilabel:`Bevestigen` om " "de factuur te bevestigen en klik je vervolgens op :guilabel:`Betaling " "registreren` in het pop-upvenster :guilabel:`Betaling registreren`." #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "Producten & Prijzen" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3 msgid "Use eWallets and gift cards" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5 msgid "" "With Odoo, customers can use **eWallets** and **gift cards** for online and " "in-store shopping." msgstr "" "Met Odoo kunnen klanten **eWallets** en **cadeaubonnen** gebruiken voor " "online en in-store winkelen." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7 msgid "" "To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), " "first enable :guilabel:`Discounts, Loyalty & Gift Card` under " ":menuselection:`Sales app --> Configuration --> Settings --> Pricing " "section`. Once enabled, go to :menuselection:`Sales app --> Products --> " "Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card " "program." msgstr "" "Om eWallets en cadeaukaarten in te schakelen voor eCommerce en Point of Sale" " (PoS), schakel je eerst :guilabel:`Kortingen, loyalty's & cadeaukaarten` in" " onder :menuselectie:`Verkoop app --> Configuratie --> Instellingen --> " "sectie Prijzen`. Zodra je dit hebt ingeschakeld, ga je naar " ":menuselection:`Verkoop app --> Producten --> Cadeaubonnen & eWallet` en " ":guilabel:`Maak` een nieuw eWallet of cadeaubon programma." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "eWallets" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15 msgid "" "eWallets allow customers to save credits on their online account and use " "these credits as a payment method when buying items in an online store or a " "brick-and-mortar store. eWallets can also be used to centralize multiple " ":ref:`gift cards `." msgstr "" "met eWallets kunnen klanten tegoeden sparen op hun online account en deze " "tegoeden gebruiken als betaalmethode bij het kopen van artikelen in een " "online winkel of een fysieke winkel. eWallets kunnen ook worden gebruikt om " "meerdere :ref:`cadeaubonnen ` te centraliseren." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19 msgid "" "Before creating an eWallet program, it is necessary to create an eWallet " "**top-up** product. Top-ups are pre-defined digital credit values added to " "an eWallet in exchange for its equivalent in real currency. These credits " "can then be used as a payment method in the eCommerce shop or :abbr:`PoS " "(Point of Sale)`. Top-up values can be of different amounts." msgstr "" "Voordat je een eWallet programma aanmaakt, moet je een eWallet " "**opwaardeer** product aanmaken. Opwaardeerders zijn vooraf gedefinieerde " "digitale kredietwaarden die aan een eWallet worden toegevoegd in ruil voor " "het equivalent in echte valuta. Deze tegoeden kunnen vervolgens worden " "gebruikt als betaalmethode in de e-commerce winkel of :abbr:`PoS (Point of " "Sale)`. Opwaardeerwaarden kunnen verschillende bedragen zijn." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25 msgid "" "A $50 top-up can be bought for $50, and adds that same amount of credits to " "the eWallet." msgstr "" "Een opwaardering van $50 kan worden gekocht voor $50 en voegt hetzelfde " "aantal credits toe aan de eWallet." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27 msgid "" "To create a top-up product, go to :menuselection:`Sales app --> Products -->" " Products` and :guilabel:`Create` a new product. On the product template, " "configure the options as follows:" msgstr "" "Om een opwaardeerproduct te maken, ga je naar :menuselectie:`Verkoop app -->" " Producten --> Producten` en :guilabel:`Maak` een nieuw product. In de " "productsjabloon configureer je de opties als volgt:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30 msgid "" ":guilabel:`Product Name`: enter a name for the top-up product (for example, " "`$50 Top-Up`)" msgstr "" ":guilabel:`Productnaam`: voer een naam in voor het opwaardeerproduct " "(bijvoorbeeld `$50 Opwaardeer`)" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92 msgid ":guilabel:`Can be Sold`: enabled" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93 msgid ":guilabel:`Product Type`: select :guilabel:`Service`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94 msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`" msgstr "" ":guilabel:`Factureringsbeleid`: selecteer :guilabel:`Prepaid/Vaste prijs`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95 msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`" msgstr ":guilabel:`Op bestelling aanmaken`: selecteer :guilabel:`Niets`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35 msgid ":guilabel:`Sales Price`: enter the amount of the top-up" msgstr ":guilabel:`Verkoopprijs`: voer het bedrag van de opwaardering in" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38 msgid "" "In order to have eWallet top-ups of different amounts, create multiple top-" "up products and modify the :guilabel:`Sales Price` accordingly." msgstr "" "Om eWallet opwaarderingen van verschillende bedragen te hebben, maak je " "meerdere opwaardeerproducten en pas je de :guilabel:`Verkoopprijs` " "dienovereenkomstig aan." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41 msgid "" "Once the top-up is created, go to :menuselection:`Sales app --> Products -->" " Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The " "following configuration options are available:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44 msgid ":guilabel:`Program Name`: enter a name for the eWallet program" msgstr "" ":guilabel:`Programmanaam`: voer een naam in voor het eWallet programma" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr ":guilabel:`Programmatype`: selecteer :guilabel:`eWallet`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46 msgid "" ":guilabel:`eWallet Products`: select the eWallet top-up created earlier. " "Repeat the process if you created top-ups of different amounts." msgstr "" ":guilabel:`eWallet Producten`: selecteer de eWallet opwaardering die je " "eerder hebt aangemaakt. Herhaal het proces als je herladingen van " "verschillende bedragen hebt aangemaakt." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48 msgid "" ":guilabel:`Email template`: select the email template used for the email " "sent to the customer. To create a new template, click on the field, select " ":guilabel:`Search More`, and then click :guilabel:`Create`." msgstr "" ":guilabel:`Emailsjabloon`: selecteer de e-mailsjabloon die wordt gebruikt " "voor de e-mail die naar de klant wordt gestuurd. Om een nieuwe sjabloon te " "maken, klik je op het veld, selecteer je :guilabel:`Zoek meer` en klik je " "vervolgens op :guilabel:`Creëer`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid "" ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr "" ":guilabel:`Munteenheid`: selecteer de munteenheid die gebruikt moet worden " "voor het eWallet programma" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115 msgid "" ":guilabel:`Company`: select the company for which the program is valid and " "available" msgstr "" ":guilabel:`Bedrijf`: selecteer het bedrijf waarvoor het programma geldig en " "beschikbaar is" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116 msgid "" ":guilabel:`Available On`: select the applications on which the program is " "valid and available" msgstr "" ":guilabel:`Beschikbaar op`: selecteer de applicaties waarop het programma " "geldig en beschikbaar is" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117 msgid "" ":guilabel:`Website`: select the website on which the program is valid and " "available. Leave this field empty to include all websites." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119 msgid "" ":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which " "the program is valid and available. Leave this field empty to include all " ":abbr:`PoS (Point of Sale)`." msgstr "" ":guilabel:`Punt van verkoop`: selecteer de :abbr:`PoS (Point of Sale)` waar " "het programma geldig en beschikbaar is. Laat dit veld leeg om alle " ":abbr:`PoS (Point of Sale)` op te nemen." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallet program configuration page" msgstr "eWallet programma configuratiepagina" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63 msgid "" "Once the program is configured, click the :guilabel:`Generate eWallet` " "button in the upper-left corner to generate eWallets. eWallets can be " "generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. " "The quantity is automatically adapted according to the :guilabel:`Customers`" " and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet " "value`. Finally, set the :guilabel:`Valid Until` period if applicable." msgstr "" "Zodra het programma is geconfigureerd, klik je op de :guilabel:`EWallet " "genereren` knop in de linkerbovenhoek om eWallets te genereren. eWallets " "kunnen worden gegenereerd op basis van :guilabel:`Klanten` en/of " ":guilabel:`Klantenlabels`. De hoeveelheid wordt automatisch aangepast aan de" " geselecteerde :guilabel:`Klanten` en :guilabel:`Klantenlabels`. Stel " "vervolgens de :guilabel:`eWallet waarde` in. Stel ten slotte de " ":guilabel:`Valid Until` periode in, indien van toepassing." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69 msgid "" "Generated eWallets can be accessed through the :guilabel:`eWallets` smart " "button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the eWallets via email or a URL link." msgstr "" "Gegenereerde eWallets zijn toegankelijk via de :guilabel:`eWallets` slimme " "knop in de rechterbovenhoek. Van daaruit kun je :guilabel:`Verstuur` of " ":guilabel:`Deel` de eWallets via e-mail of een URL-link." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallets send and share buttons" msgstr "eWallets verzenden en delen knoppen" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76 msgid "" "Click on an eWallet to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an " "eWallet *cannot* be changed, deleted, or duplicated." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82 msgid "Gift cards" msgstr "Cadeaubonnen" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84 msgid "" "Gift cards can be purchased by customers, and in turn used as a payment " "method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87 msgid "" "Before creating a new gift card program, it is necessary to first create " "gift cards as products. To do so, go to :menuselection:`Sales app --> " "Products --> Products` and :guilabel:`Create` a product. On the product " "template, configure the options as follows:" msgstr "" "Voordat je een nieuw cadeaukaartprogramma maakt, moet je eerst cadeaukaarten" " aanmaken als product. Ga hiervoor naar :menuselectie:`Verkoop app --> " "Producten --> Producten` en :guilabel:`Creëer` een product. In de " "productsjabloon configureer je de opties als volgt:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr ":guilabel:`Productnaam`: voer een naam in voor het cadeaubonproduct" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr ":guilabel:`Verkoopprijs`: voer het bedrag van de cadeaubon in" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99 msgid "" "In order to have gift cards of different amounts, create multiple gift card " "products and modify the :guilabel:`Sales Price` accordingly." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102 msgid "" "Once the gift card product is created, go to :menuselection:`Sales app --> " "Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card " "program. The following configuration options are available:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106 msgid ":guilabel:`Program Name`: enter a name for the gift card program" msgstr "" ":guilabel:`Programmanaam`: voer een naam in voor het cadeaukaartprogramma" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr ":guilabel:`Programmatype`: selecteer :guilabel:`Cadeaubon`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108 msgid "" ":guilabel:`Gift Card Products`: select the gift card product created " "earlier. Repeat the process if you created gift card products of different " "amounts." msgstr "" ":guilabel:`Cadeaubonproducten`: selecteer het cadeaubonproduct dat je eerder" " hebt aangemaakt. Herhaal het proces als je cadeaubonproducten van " "verschillende bedragen hebt gemaakt." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110 msgid "" ":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift " "Card Information` template, or create a new template by clicking on the " "field, selecting :guilabel:`Search More`, and then clicking " ":guilabel:`Create`." msgstr "" ":guilabel:`Emailsjabloon`: selecteer de standaard :guilabel:`Cadeaubon: " "Cadeaukaartinformatie` of maak een nieuwe sjabloon door op het veld te " "klikken, :guilabel:`Zoek meer` te selecteren en vervolgens op " ":guilabel:`Maken` te klikken." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr ":guilabel:`Rapport afdrukken`: selecteer :guilabel:`Cadeaubon`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114 msgid "" ":guilabel:`Currency`: select the currency to use for the gift card program" msgstr "" ":guilabel:`Munteenheid`: selecteer de munteenheid die je wilt gebruiken voor" " het cadeaukaartprogramma" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift card program configuration page" msgstr "Cadeaubon programma configuratie pagina" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126 msgid "" "Once the program is configured, click the :guilabel:`Generate Gift Cards` " "button in the upper-left corner to generate gift cards. Gift cards can be " "generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected " "Customers`. Set the :guilabel:`Quantity to generate` for " ":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or " ":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the " ":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period" " if applicable." msgstr "" "Zodra het programma is geconfigureerd, klik je op de knop " ":guilabel:`Cadeaubonnen genereren` linksboven om cadeaubonnen te genereren. " "Cadeaubonnen kunnen worden aangemaakt voor :guilabel:`Anonieme klanten` of " ":guilabel:`Geselecteerde klanten`. Stel de :guilabel:`Aantal te genereren` " "in voor :guilabel:`Anonieme klanten`, of selecteer de :guilabel:`Klanten` " "en/of :guilabel:`Klantentags` voor :guilabel:`Geselecteerde klanten`. Stel " "vervolgens de :guilabel:`Gift Card waarde` in. Stel ten slotte de " ":guilabel:`Valid Until` periode in, indien van toepassing." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133 msgid "" "Generated gift cards can be accessed through the :guilabel:`Gift Cards` " "smart button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the gift cards via email or a URL link." msgstr "" "Gegenereerde cadeaubonnen zijn toegankelijk via de :guilabel:`Cadeaubonnen` " "slimme knop in de rechterbovenhoek. Van daaruit kun je :guilabel:`Verstuur` " "of :guilabel:`Deel` de cadeaukaarten via e-mail of een URL-link." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift cards send and share buttons" msgstr "Knoppen voor het verzenden en delen van cadeaubonnen" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141 msgid "" "Click on a gift card to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift " "card *cannot* be changed, deleted, or duplicated." msgstr "" "Klik op een cadeaukaart om de :guilabel:`Verloopdatum`, :guilabel:`Partner` " "of :guilabel:`Saldo` te wijzigen. De :guilabel:`Code` van een cadeaukaart " "kan *niet* worden gewijzigd, verwijderd of gedupliceerd." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "Kortings- en loyaliteitsprogramma's" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5 msgid "" "The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users " "to create discount and loyalty programs that customers can use for online " "and in-store shopping. These programs offer more varied, public, and time-" "sensitive pricing options than :doc:`pricelists " "`." msgstr "" "Met de Odoo *Sales*, *eCommerce* en *Point of Sale* applicaties kunnen " "gebruikers korting- en loyaliteitsprogramma's maken die klanten kunnen " "gebruiken voor online en in-store winkelen. Deze programma's bieden meer " "gevarieerde, openbare en tijdgevoelige prijsopties dan :doc:`pricelists " "`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "De instellingen configureren" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13 msgid "" "To begin using discount and loyalty programs, navigate to " ":menuselection:`Sales --> Configuration --> Settings`. Under the " ":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & " "Gift Card` setting by checking the box next to the feature. Finally, click " ":guilabel:`Save` to save the changes." msgstr "" "Om te beginnen met het gebruik van korting- en loyaliteitsprogramma's, ga je" " naar :menuselection:`Verkoop --> Configuratie --> Instellingen`. Activeer " "onder de kop :guilabel:`Prijzen` de instelling :guilabel:`Kortingen, " "loyaliteit & cadeaubonnen` door het vakje naast de functie aan te vinken. " "Klik ten slotte op :guilabel:`Opslaan` om de wijzigingen op te slaan." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "Kortings- en loyaliteitsprogramma's configureren" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21 msgid "" "To create discount and loyalty programs, go to :menuselection:`Sales --> " "Products --> Discount & Loyalty`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24 msgid "" "If no discount or loyalty programs have been created yet, Odoo provides a " "choice of templates to help create the first program. Choose one of the " "template cards, or click :guilabel:`New` to create a new program from " "scratch." msgstr "" "Als er nog geen kortingsprogramma's of loyaliteitsprogramma's zijn gemaakt, " "biedt Odoo een aantal sjablonen om het eerste programma te maken. Kies een " "van de sjabloonkaarten of klik op :guilabel:`Nieuw` om een nieuw programma " "vanaf nul aan te maken." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28 msgid "" "Or, if there are already existing programs, select an existing program to " "edit it." msgstr "" "Of, als er al bestaande programma's zijn, selecteer een bestaand programma " "om het te bewerken." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Discount and loyalty program template cards." msgstr "Sjabloonkaarten voor korting- en loyaliteitsprogramma's." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35 msgid "" "Templates **only** appear when no programs have been created, and they " "disappear once the first program is created." msgstr "" "Sjablonen verschijnen **alleen** als er nog geen programma's zijn gemaakt en" " ze verdwijnen zodra het eerste programma is gemaakt." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38 msgid "Creating or editing a program opens the program form." msgstr "Een programma maken of bewerken opent het programmaformulier." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program options on the loyalty program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44 msgid "The program form contains the following fields:" msgstr "Het programmaformulier bevat de volgende velden:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 msgid "" ":guilabel:`Program Name`: Enter the name of the program in this field. The " "program name is **not** visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:48 msgid "" ":guilabel:`Program Type`: Select the desired :ref:`program type " "` from the drop-down menu." msgstr "" ":guilabel:`Programmatype`: Selecteer het gewenste :ref:`programmatype " "` uit het vervolgkeuzemenu." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50 msgid ":guilabel:`Currency`: Select the currency used for the program." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:51 msgid "" ":guilabel:`Pricelist`: If desired, select a pricelist from the drop-down " "menu to have this loyalty program applied to a specific pricelist (and " "customers attached to the pricelist). More than one pricelist can be " "selected in this field. When a single loyalty program is linked to several " "pricelists, it makes it viable for different customer segments to have " "different pricelists, but the *same* loyalty programs. If this field is left" " blank, the program applies to everyone, regardless of pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57 msgid "" ":guilabel:`Points Unit`: Enter the name of the points used for the " ":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit " "name *is* visible to the customer. This field is **only** available when the" " :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:60 msgid "" ":guilabel:`Start Date`: Select the date on which the program becomes valid. " "Leave this field blank if the program should always be valid and not expire." msgstr "" ":guilabel:`Startdatum`: Selecteer de datum waarop het programma geldig " "wordt. Laat dit veld leeg als het programma altijd geldig moet zijn en niet " "moet verlopen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:62 msgid "" ":guilabel:`End Date`: Select the date on which the program stops being " "valid. Leave this field blank if the program should always be valid and not " "expire." msgstr "" ":guilabel:`Einddatum`: Selecteer de datum waarop het programma niet meer " "geldig is. Laat dit veld leeg als het programma altijd geldig moet zijn en " "niet moet verlopen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:64 msgid "" ":guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number " "of :guilabel:`usages` to limit the number of times the program can be used " "during the validity period." msgstr "" ":guilabel:`Gebruik beperken`: Schakel indien gewenst dit selectievakje in en" " voer een aantal :guilabel:`gebruiken` in om het aantal keren dat het " "programma kan worden gebruikt tijdens de geldigheidsperiode te beperken." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:66 msgid "" ":guilabel:`Company`: If working in a multi-company database, choose the one " "company for which the program is available. If left blank, the program is " "available to all companies in the database." msgstr "" ":guilabel:`Bedrijf`: Als je in een database met meerdere bedrijven werkt, " "kies dan het bedrijf waarvoor het programma beschikbaar is. Als je niets " "invult, is het programma beschikbaar voor alle bedrijven in de database." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:68 msgid "" ":guilabel:`Available On`: Select the apps on which the program is available." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:69 msgid "" ":guilabel:`Website`: Select a website on which the program is available. " "Leave this field blank to make it available on all websites." msgstr "" ":guilabel:`Website`: Selecteer een website waarop het programma beschikbaar " "is. Laat dit veld leeg om het op alle websites beschikbaar te maken." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:71 msgid "" ":guilabel:`Point of Sale`: Select the point(s) of sale at which the program " "is available. Leave this field blank to make it available at all :abbr:`PoS " "(Point of Sale)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:75 msgid "" "The options available on the program form vary depending on the " ":ref:`Program Type ` selected." msgstr "" "De beschikbare opties op het programmaformulier zijn afhankelijk van het " "geselecteerde :ref:`Programmatype `." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:78 msgid "" "All of the existing cards, codes, coupons, etc. that have been generated for" " the program are accessible through the smart button located at the top of " "the form." msgstr "" "Alle bestaande kaarten, codes, coupons, etc. die zijn gegenereerd voor het " "programma zijn toegankelijk via de slimme knop bovenaan het formulier." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program items smart button on the loyalty program form." msgstr "Programmeer items smart knop op het loyaliteitsprogramma formulier." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86 msgid "" "In Odoo 17 (and later), when a loyalty card or coupon is associated with a " "contact in the database, a :guilabel:`Loyalty Cards` smart button " "conditionally appears on the contact form." msgstr "" "In Odoo 17 (en later), wanneer een klantenkaart of coupon is gekoppeld aan " "een contact in de database, verschijnt er voorwaardelijk een " ":guilabel:`Loyalty Cards` slimme knop op het contactformulier." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "The Loyalty Card smart button as it appears on a contact form in Odoo 17." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:93 msgid "" "This smart button **only** appears if a loyalty card or coupon is associated" " with the contact." msgstr "" "Deze slimme knop verschijnt **alleen** als er een klantenkaart of coupon is " "gekoppeld aan het contact." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98 msgid "Program types" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100 msgid "" "The different :guilabel:`Program Types` available on the program form are:" msgstr "" "De verschillende :guilabel:`Programmatypes` die beschikbaar zijn op het " "programmaformulier zijn:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:102 msgid "" ":guilabel:`Coupons`: Generate and share single-use coupon codes that grant " "immediate access to rewards." msgstr "" ":guilabel:`Coupons`: Genereer en deel couponcodes voor eenmalig gebruik die " "direct toegang geven tot beloningen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:104 msgid "" ":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates " "points to exchange for rewards on current and/or future orders." msgstr "" ":guilabel:`Loyaltykaarten`: Bij het doen van aankopen verzamelt de klant " "punten die hij kan inwisselen voor beloningen op huidige en/of toekomstige " "bestellingen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:106 msgid "" ":guilabel:`Promotions`: Set conditional rules for ordering products, which, " "when fulfilled, grant access to rewards for the customer." msgstr "" ":guilabel:`Promoties`: Voorwaardelijke regels instellen voor het bestellen " "van producten die, als ze worden uitgevoerd, de klant toegang geven tot " "beloningen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:108 msgid "" ":guilabel:`Discount Code`: Set codes which, when entered upon checkout, " "grant discounts to the customer." msgstr "" ":guilabel:`Kortingscode`: Stel codes in die, wanneer ze worden ingevoerd bij" " het afrekenen, korting geven aan de klant." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:110 msgid "" ":guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted " "1 credit. After accumulating a specified amount of credits, the customer can" " trade them in to receive (Y) item." msgstr "" ":guilabel:`Koop X Krijg Y`: voor elk (X) gekocht item krijgt de klant 1 " "credit. Nadat de klant een bepaald aantal credits heeft verzameld, kan hij " "deze inruilen voor een (Y) item." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112 msgid "" ":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes " "that grant access to rewards on the customer's next order." msgstr "" ":guilabel:`Next Order Coupons`: Genereer en deel couponcodes voor eenmalig " "gebruik die toegang geven tot beloningen op de volgende bestelling van de " "klant." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:116 msgid "Conditional rules" msgstr "Voorwaardelijke regels" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:118 msgid "" "Next, configure the :guilabel:`Conditional rules` that determine when the " "program applies to a customer's order." msgstr "" "Configureer vervolgens de :guilabel:`Voorwaardelijke regels` die bepalen " "wanneer het programma van toepassing is op de bestelling van een klant." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:121 msgid "" "In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to " ":guilabel:`Conditional rules` to add *conditions* to the program. This " "reveals a :guilabel:`Create Conditional rules` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rules & Rewards tab of the loyalty program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:130 msgid "" "The options for :guilabel:`Conditional rules` vary depending on the selected" " :ref:`Program Type `." msgstr "" "De opties voor :guilabel:`Voorwaardelijke regels` variëren afhankelijk van " "het geselecteerde :ref:`Programmatype `." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:133 msgid "The following options are available for configuring conditional rules:" msgstr "" "De volgende opties zijn beschikbaar voor het configureren van " "voorwaardelijke regels:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:135 msgid "" ":guilabel:`Discount Code`: Enter a custom code to be used for the " ":guilabel:`Discount Code` program, or use the default one generated by Odoo." " This field is only available when the :guilabel:`Program Type` is set to " ":guilabel:`Discount Code`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:138 msgid "" ":guilabel:`Minimum Quantity`: Enter the minimum number of products that must" " be purchased in order to access the reward. Set the minimum quantity to at " "least `1` to ensure that the customer must make a purchase in order to " "access the reward." msgstr "" ":guilabel:`Minimale hoeveelheid`: Voer het minimumaantal producten in dat " "moet worden gekocht om toegang te krijgen tot de beloning. Stel de minimale " "hoeveelheid in op ten minste `1` om ervoor te zorgen dat de klant een " "aankoop moet doen om toegang te krijgen tot de beloning." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:141 msgid "" ":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with " ":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in " "order to access the reward. If both a minimum quantity *and* minimum " "purchase amount are entered, then the customer's order must meet both " "conditions." msgstr "" ":guilabel:`Minimum aankoop`: Voer het minimumbedrag in (in valuta), met " ":guilabel:`tax Included` of :guilabel:`tax Excluded`, dat moet worden " "uitgegeven om toegang te krijgen tot de beloning. Als er zowel een " "minimumhoeveelheid *als* een minimumaankoopbedrag wordt ingevoerd, dan moet " "de bestelling van de klant aan beide voorwaarden voldoen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:145 msgid "" ":guilabel:`Products`: Select the specific product(s) for which the program " "applies. Leave this field blank to apply it to all products." msgstr "" ":guilabel:`Producten`: Selecteer de specifieke producten waarvoor het " "programma geldt. Laat dit veld leeg om het op alle producten toe te passen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:147 msgid "" ":guilabel:`Categories`: Select the category of products for which the " "program applies. Choose :guilabel:`All` to apply it to all product " "categories." msgstr "" ":guilabel:`Categorieën`: Selecteer de productcategorie waarvoor het " "programma geldt. Kies :guilabel:`Alle` om het op alle productcategorieën toe" " te passen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:149 msgid "" ":guilabel:`Product Tag:` Select a tag to apply the program to products with " "that specific tag." msgstr "" ":guilabel:`Productlabel:` Selecteer een label om het programma toe te passen" " op producten met dat specifieke label." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:150 msgid "" ":guilabel:`Grant`: Enter the number of points the customer earns " ":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per " "unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` " "programs)." msgstr "" ":guilabel:`Gift`: Voer het aantal punten in dat de klant verdient " ":guilabel:`per bestelling`, :guilabel:`per uitgegeven valuta`, of " ":guilabel:`per betaalde eenheid` (voor de :guilabel:`Loyalty Cards` en " ":guilabel:`Koop X Krijg Y` programma's)." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "Conditional rules configuration window for a discount or loyalty program." msgstr "" "Configuratievenster met voorwaardelijke regels voor een korting- of " "loyaliteitsprogramma." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:158 msgid "" "Click :guilabel:`Save & Close` to save the rule and close the pop-up window," " or click :guilabel:`Save & New` to save the rule and immediately create a " "new one." msgstr "" "Klik op :guilabel:`Opslaan & Sluiten` om de regel op te slaan en het pop-up " "venster te sluiten, of klik op :guilabel:`Opslaan & Nieuw` om de regel op te" " slaan en meteen een nieuwe regel te maken." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162 msgid "Rewards" msgstr "Beloningen" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:164 msgid "" "In the :guilabel:`Rules & Rewards` tab of the program form, click " ":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program." " This reveals a :guilabel:`Create Rewards` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:169 msgid "" "The options for :guilabel:`Rewards` vary depending on the selected " ":ref:`Program Type `." msgstr "" "De opties voor :guilabel:`Rewards` variëren afhankelijk van het " "geselecteerde :ref:`Programmatype `." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:172 msgid "The following options are available for configuring rewards:" msgstr "" "De volgende opties zijn beschikbaar voor het configureren van beloningen:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174 msgid "" ":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free " "Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other " "options for reward configuration depend on the :guilabel:`Reward Type` " "selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:178 msgid ":guilabel:`Free Product`:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:180 msgid "" ":guilabel:`Quantity Rewarded`: Select the number of free products rewarded " "to the customer." msgstr "" ":guilabel:`Hoeveelheid beloond`: Selecteer het aantal gratis producten dat " "aan de klant wordt beloond." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:181 msgid "" ":guilabel:`Product`: Select the product given for free as a reward. Only one" " product can be selected." msgstr "" ":guilabel:`Product`: Selecteer het product dat gratis wordt gegeven als " "beloning. Er kan maar één product worden geselecteerd." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:183 msgid "" ":guilabel:`Product Tag`: Select a tag to further specify the free product " "eligible for the reward." msgstr "" ":guilabel:`Productlabel`: Selecteer een tag om het gratis product dat in " "aanmerking komt voor de beloning verder te specificeren." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:186 msgid ":guilabel:`Discount`:" msgstr ":guilabel:`Korting`:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:188 msgid "" ":guilabel:`Discount`: Enter the discounted amount in either " ":guilabel:`percentage`, :guilabel:`currency per point`, or " ":guilabel:`currency per order`. Then, select whether the discount applies to" " the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the " "order, or only :guilabel:`Specific Products`." msgstr "" ":guilabel:`korting`: Voer het kortingsbedrag in :guilabel:`percentage`, " ":guilabel:`valuta per punt` of :guilabel:`valuta per order` in. Selecteer " "vervolgens of de korting van toepassing is op de hele " ":guilabel:`bestelling`, alleen op het :guilabel:`goedkoopste product` van de" " bestelling of alleen op :guilabel:`specifieke producten`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:192 #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:197 msgid "" ":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this " "reward may grant as a discount. Leave this field at `0` for no limit." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:195 msgid ":guilabel:`Free Shipping`:" msgstr ":guilabel:`Gratis verzending`:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:200 msgid "" ":guilabel:`In exchange of`: Enter the number of points required to exchange " "for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get " "Y` programs)." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:202 msgid "" ":guilabel:`Description on order`: Enter the description of the reward, which" " is displayed to the customer upon checkout." msgstr "" ":guilabel:`Beschrijving bij bestelling`: Voer de beschrijving van de " "beloning in die bij het afrekenen aan de klant wordt getoond." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rewards configuration window for a discount or loyalty program." msgstr "" "Beloningen configuratievenster voor een korting- of loyaliteitsprogramma." #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "Beheer uw prijzen" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "Foreign currencies" msgstr "Vreemde valuta" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5 msgid "" "With Odoo, pricelists can be used to manage prices in a number of foreign " "currencies. Specifically, Odoo has the ability to work with 167 total " "currencies." msgstr "" "Met Odoo kunnen prijslijsten worden gebruikt om prijzen in een aantal " "vreemde valuta te beheren. Specifiek heeft Odoo de mogelijkheid om met 167 " "valuta's te werken." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9 msgid "" "In order to use multiple currencies in Odoo *Sales*, the *Accounting* " "application **must** be installed." msgstr "" "Om meerdere valuta's te kunnen gebruiken in Odoo *Verkoop*, moet de " "*Boekhouding* applicatie **nodig** geïnstalleerd zijn." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " "added to the database. Navigate to :menuselection:`Accounting app --> " "Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, " "and locate the :guilabel:`Main Currency` setting." msgstr "" "Zodra de *Accounting* app is geïnstalleerd, kunnen vreemde valuta aan de " "database worden toegevoegd. Navigeer naar :menuselection:`Accounting app -->" " Configuration --> Settings`, scroll naar de :guilabel:`Currencies` sectie " "en zoek de :guilabel:`Main Currency` instelling." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How the main currency feature appears on settings page in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23 msgid "" "Odoo automatically sets the main currency as the currency of the country the" " company is based in." msgstr "" "Odoo stelt automatisch de hoofdvaluta in als de valuta van het land waar het" " bedrijf is gevestigd." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25 msgid "" "To change the main currency of the company, select the drop-down menu in the" " :guilabel:`Currency` field, select the desired currency, and be sure to " ":guilabel:`Save` the changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29 msgid "" "To ensure currency rates are updated automatically, enable the *automatic " "currency rates* feature on the *Accounting* settings page " "(:menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37 msgid "" "Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, " "choose a designated bank to get the currency rates from in the " ":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`" " of time for the updates to take place. Then determine when the date of the " ":guilabel:`Next Run` should be." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42 msgid "" "To instantly update the currency rates, click the :guilabel:`🔁 (circular " "arrows)` icon, located to the right of the :guilabel:`Next Run` field." msgstr "" "Om de wisselkoersen direct bij te werken, klik je op het :guilabel:`🔁 (ronde" " pijlen)` pictogram rechts van het :guilabel:`Next Run` veld." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45 msgid "" "When all configurations are complete, be sure to :guilabel:`Save` all " "changes." msgstr "" "Als alle configuraties klaar zijn, zorg er dan voor dat je :guilabel:`Save` " "alle wijzigingen opslaat." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48 msgid "" "All payment methods **must** be in the same currency as the sales journal, " "or the company currency, if the company currency is not set. If it is not " "the same, a :guilabel:`Validation Error` message appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53 msgid "View, edit, and add currencies" msgstr "Valuta's bekijken, bewerken en toevoegen" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55 msgid "" "To view, edit, and add currencies to the database, making them available on " "pricelists and on the :guilabel:`Main Currency` drop-down menu, click the " ":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field " "on the :menuselection:`Accounting app --> Settings` page." msgstr "" "Om valuta's te bekijken, bewerken en toe te voegen aan de database, zodat ze" " beschikbaar zijn in prijslijsten en in het :guilabel:`Main Currency` " "uitklapmenu, klik je op de :guilabel:`Currencies` link, die zich onder het " ":guilabel:`Currency` veld bevindt op de :menuselection:`Accounting app --> " "Settings` pagina." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59 msgid "" "When the :guilabel:`Currencies` link is clicked, a separate " ":guilabel:`Currencies` page is revealed." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How the main currencies page appears in Odoo Accounting." msgstr "Hoe de hoofdpagina met valuta's eruit ziet in Odoo Accounting." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65 msgid "" "On this page, Odoo provides a master list of 167 global currencies. Each row" " shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, " ":guilabel:`Name`, date of the :guilabel:`Last Update`, and " ":guilabel:`Current Rate` (compared to the default currency of the country in" " which the company is based)." msgstr "" "Op deze pagina biedt Odoo een hoofdlijst van 167 wereldwijde valuta. Elke " "rij toont de bijbehorende :guilabel:`Valuta`, :guilabel:`Symbool`, " ":guilabel:`Naam`, datum van de :guilabel:`Laatste update` en " ":guilabel:`Huidige koers` (vergeleken met de standaardvaluta van het land " "waarin het bedrijf is gevestigd)." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70 msgid "" "To the far right, there are two columns, which can be toggled on or off:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72 msgid "" ":guilabel:`Active`: this currency is activated, which means it can be added " "to a pricelist, or used as the main currency of the company, if desired (via" " :menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" ":guilabel:`Actief`: deze valuta is geactiveerd, wat betekent dat deze kan " "worden toegevoegd aan een prijslijst of kan worden gebruikt als de " "hoofdvaluta van het bedrijf, indien gewenst (via :menuselectie:`Boekhouden " "app --> Configuratie --> Instellingen --> sectie Valuta`)." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:77 msgid "" "By default, all the :guilabel:`Active` currency options are at the top of " "the list." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:80 msgid "" "It is recommended that *at least* one pricelist is created per " ":guilabel:`Active` currency. See :doc:`./pricing` to learn more about " "pricelist configuration." msgstr "" "Het wordt aanbevolen om *minstens* één prijslijst aan te maken per " ":guilabel:`Active` valuta. Zie :doc:`./pricing` voor meer informatie over " "het configureren van prijslijsten." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:83 msgid "" "To toggle options on/off, click the toggle switch in the row for the " "corresponding column. When *on* the color of the switch is green. When " "*off*, the color of the switch is grey." msgstr "" "Om opties aan of uit te zetten klik je op de schakelaar in de rij voor de " "bijbehorende kolom. Bij *aan* is de kleur van de schakelaar groen. Bij *uit*" " is de kleur van de schakelaar grijs." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:87 msgid "Currency detail form" msgstr "Valuta detailformulier" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89 msgid "" "To edit any currency on the :guilabel:`Currencies` page, click the desired " "currency to reveal the detail form for that specific currency, and proceed " "to make any necessary changes." msgstr "" "Om een valuta te bewerken op de :guilabel:`Currencies` pagina, klik je op de" " gewenste valuta om het detailformulier voor die specifieke valuta te openen" " en de nodige wijzigingen aan te brengen." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a currency detail form looks in Odoo Accounting." msgstr "Hoe een valuta detailformulier eruit ziet in Odoo Accounting." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:96 msgid "" "On the currency detail form, the relevant currency code appears in the " ":guilabel:`Currency` field. Beneath that, the name for the currency is in " "the :guilabel:`Name` field." msgstr "" "Op het valutadetailformulier verschijnt de betreffende valutacode in het " ":guilabel:`valuta]-veld. Daaronder staat de naam van de valuta in het " ":guilabel:`Naam` veld." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:99 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle:" " *on* is indicated with a green switch, and *off* is indicated with a grey " "switch." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:102 msgid "" "On the right of the currency detail form, the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` " "(e.g. `Cents`) can be found." msgstr "" "Aan de rechterkant van het valuta detailformulier staan de juiste " ":guilabel:`Currency Unit` (bijv. `Dollars`) en :guilabel:`Currency Subunit` " "(bijv. `Cents`)." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:105 msgid "" "Next, under the :guilabel:`Rates` tab, the various conversion rates can be " "viewed, added, or deleted. Each row shows the :guilabel:`Date` of that " "specific rate, the :guilabel:`Company` to which it is connected, followed by" " the :guilabel:`Unit per...` and :guilabel:`...per Unit`." msgstr "" "Vervolgens kunnen onder het tabblad :guilabel:`Rates` de verschillende " "conversietarieven worden bekeken, toegevoegd of verwijderd. Elke rij toont " "de :guilabel:`datum` van dat specifieke tarief, het :guilabel:`bedrijf` " "waaraan het is gekoppeld, gevolgd door de :guilabel:`eenheid per...` en " ":guilabel:`...per eenheid`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158 msgid "" "The *...* in each of the last two columns represents the main currency set " "for the company. For example, if the main currency is set to `USD`, the " "columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`." msgstr "" "De *...* in elk van de laatste twee kolommen staat voor de hoofdvaluta die " "is ingesteld voor het bedrijf. Als de hoofdvaluta bijvoorbeeld is ingesteld " "op `USD`, hebben de kolommen de titels :guilabel:`Eenheid per USD` en " ":guilabel:`USD per Eenheid`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:114 msgid "" "To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` " "tab, and proceed to fill in the necessary information in the aforementioned " "columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:118 msgid "Main currency detail form" msgstr "Hoofdformulier valuta" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:120 msgid "" "If the selected currency is the main currency of the company, a blue banner " "appears at the top of the currency detail form with the message: " ":guilabel:`This is your company's currency.`." msgstr "" "Als de geselecteerde valuta de hoofdvaluta van het bedrijf is, verschijnt er" " een blauwe banner bovenaan het valutadetailformulier met de boodschap: " ":guilabel:`Dit is de valuta van je bedrijf.`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a main currency detail form looks in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:127 msgid "" "All the fields are the same as a typical currency detail form, but there " "will **not** be a :guilabel:`Rates` tab because all other currency rates are" " based off the main currency of the company." msgstr "" "Alle velden zijn hetzelfde als een typisch valuta detailformulier, maar er " "zal **niet** een :guilabel:`Rates` tab zijn omdat alle andere valutakoersen " "gebaseerd zijn op de hoofdvaluta van het bedrijf." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132 msgid "Create new currency" msgstr "Nieuwe valuta creëren" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:134 msgid "" "If a desired currency isn't on the :guilabel:`Currencies` page, click the " ":guilabel:`New` button to open a blank currency template form." msgstr "" "Als de gewenste valuta niet op de :guilabel:`Koersen` pagina staat, klik dan" " op de :guilabel:`Nieuw` knop om een leeg valutasjabloonformulier te openen." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:138 msgid "" "The same :guilabel:`New` button is located in the upper-right corner of any " "currency detail form." msgstr "" "Dezelfde :guilabel:`Nieuw` knop staat in de rechterbovenhoek van elk valuta " "detailformulier." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a blank currency detail form looks in Odoo Accounting." msgstr "Hoe een blanco valuta detailformulier eruit ziet in Odoo Accounting." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:144 msgid "" "On the blank currency detail form, proceed to enter the desired currency " "code in the :guilabel:`Currency` field. Beneath that, enter the name for the" " currency in the :guilabel:`Name` field." msgstr "" "Op het blanco valuta detailformulier voer je de gewenste valutacode in het " ":guilabel:`valuta` veld in. Voer daaronder in het :guilabel:`Naam` veld de " "naam van de valuta in." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:148 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle " "switch." msgstr "" "Schakel vervolgens de beschikbaarheid van de valuta in met de " ":guilabel:`Active` schakelaar." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:150 msgid "" "On the right of the currency detail form, enter the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate " ":guilabel:`Currency Subunit` (e.g. `Cents`)." msgstr "" "Voer rechts op het valutadetailformulier de juiste :guilabel:`valuta-" "eenheid` in (bijvoorbeeld `Dollars`) en de juiste :guilabel:`valuta-" "subeenheid` (bijvoorbeeld `Cents`)." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153 msgid "" "Next, under the :guilabel:`Rates` tab, add a new rate by clicking " ":guilabel:`Add a line`. Then, proceed to confirm and adjust the " ":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and " ":guilabel:`...per Unit` fields to ensure all the auto-populated information " "is accurate." msgstr "" "Voeg vervolgens onder het tabblad :guilabel:`Tarieven` een nieuw tarief toe " "door op :guilabel:`Een regel toevoegen` te klikken. Bevestig en pas " "vervolgens de velden :guilabel:`datum`, :guilabel:`bedrijf`, " ":guilabel:`eenheid per...` en :guilabel:`...per eenheid` aan om ervoor te " "zorgen dat alle automatisch ingevulde gegevens juist zijn." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:163 msgid "Currency-specific pricelists" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:165 msgid "" "It is recommended that *at least* one pricelist is created per active " "currency in the database. To create (or assign) a pricelist to a specific " "currency, start by navigating to :menuselection:`Sales app --> Products --> " "Pricelists`." msgstr "" "Het wordt aanbevolen om *minimaal* één prijslijst aan te maken per actieve " "valuta in de database. Om een prijslijst aan te maken (of toe te wijzen) aan" " een specifieke valuta, navigeer je eerst naar :menuselection:`Verkoop app " "--> Producten --> Prijslijsten`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:169 msgid "" "From the :guilabel:`Pricelists` page, either select an existing pricelist to" " edit, or click :guilabel:`New` to create a new pricelist." msgstr "" "Selecteer op de :guilabel:`Prijslijsten` pagina een bestaande prijslijst om " "te bewerken of klik op :guilabel:`Nieuw` om een nieuwe prijslijst aan te " "maken." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:172 msgid "" "On the pricelist detail form, for either a new or existing pricelist, adjust" " the :guilabel:`Currency` field as desired." msgstr "" "Pas op het prijslijstdetailformulier, voor een nieuwe of bestaande " "prijslijst, het :guilabel:`Currency`-veld naar wens aan." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:176 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr "" ":doc:`./pricing` voor meer informatie over het configureren van " "prijslijsten." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:179 msgid "Auto-conversion from public price" msgstr "Auto-conversie van publieke prijs" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:181 msgid "" "It should be noted that the public price seen on products is directly " "related to the main currency the company has set, which is configured by " "navigating to :menuselection:`Accounting app --> Configuration --> Settings " "--> Currencies section --> Main Currency --> Currency drop-down menu`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:185 msgid "" "The sales price automatically updates if the pricelist is changed to a " "different pricelist that has a different currency than the company's main " "currency. The change in price is directly related to the updated conversion " "rate for that currency." msgstr "" "De verkoopprijs wordt automatisch bijgewerkt als de prijslijst wordt " "gewijzigd in een andere prijslijst met een andere valuta dan de hoofdvaluta " "van het bedrijf. De prijswijziging is direct gerelateerd aan de bijgewerkte " "omrekeningskoers voor die valuta." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:190 msgid "Set product prices" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:192 msgid "" "In order to have product prices set in place to avoid any changes in " "currency rates, start by navigating to :menuselection:`Sales app --> " "Products --> Products`." msgstr "" "Om productprijzen in te stellen om wisselkoersveranderingen te voorkomen, " "navigeer je eerst naar :menuselectie:`Verkoop app --> Producten --> " "Producten`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:195 msgid "" "From the :guilabel:`Products` page, select the desired product to modify. " "Or, create a new product by clicking the :guilabel:`New` button." msgstr "" "Selecteer op de :guilabel:`Producten` pagina het gewenste product dat je " "wilt wijzigen. Of maak een nieuw product aan door op de :guilabel:`Nieuw` " "knop te klikken." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198 msgid "" "Then, on the product detail form, click the :guilabel:`Extra Prices` smart " "button, located in the upper-left corner. Doing so reveals a separate " ":guilabel:`Price Rules` page, specific to that particular product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How to set product prices based on foreign currency pricelists in Odoo " "Sales." msgstr "" "Hoe stel je productprijzen in op basis van prijslijsten in vreemde valuta in" " Odoo Sales." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206 msgid "" "Click :guilabel:`New`, and select the desired pricelist from the drop-down " "menu in the :guilabel:`Pricelist` column." msgstr "" "Klik op :guilabel:`Nieuw` en selecteer de gewenste prijslijst uit het " "vervolgkeuzemenu in de kolom :guilabel:`Prijslijst`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:209 msgid "" "The :guilabel:`Applied On` field is auto-populated with the product, so " "proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and" " :guilabel:`Price` fields." msgstr "" "Het :guilabel:`Gebruikt op]-veld wordt automatisch ingevuld met het product," " dus voer de gewenste aantallen in de :guilabel:`Min. Hoeveelheid` en " ":guilabel:`Prijs` in." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:213 msgid "" "The figure in the :guilabel:`Min. Quantity` field means the " ":guilabel:`Price` being set will **only** trigger if at least that amount of" " product is purchased." msgstr "" "Het getal in het :guilabel:`Min. Hoeveelheid` betekent dat de " ":guilabel:`Prijs` die wordt ingesteld **alleen** wordt geactiveerd als ten " "minste die hoeveelheid product is gekocht." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:216 msgid "" "If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` " "for the set prices. Leaving those columns blank ensures the set price will " "remain valid, regardless of the date of sale." msgstr "" "Configureer indien nodig een :guilabel:`Startdatum` en :guilabel:`Einddatum`" " voor de ingestelde prijzen. Als je deze kolommen leeg laat, blijft de " "ingestelde prijs geldig, ongeacht de verkoopdatum." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:219 msgid "" "If working in a multi-company environment, designate to which company this " "price rule should be applied in the :guilabel:`Company` field. Leaving that " "field blank ensures the price rule applies to all companies in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:223 msgid "" "With those configurations complete, regardless of any changes/updates in " "conversion, whenever those designated pricelists are applied to a customer " "trying to purchase this specific product, these pre-determined set prices " "appear." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:228 msgid ":doc:`./pricing`" msgstr ":doc:`./prijzen`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "Pricelists, discounts, and formulas" msgstr "Prijslijsten, kortingen en formules" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5 msgid "" "A *pricelist* is a method of dynamic pricing that applies a list of prices " "(or price rules) to adjust sales prices. This adjustment can apply to " "specific customers, customer groups, sales orders, time periods, etc., and " "is useful for creating pricing strategies and optimizing sales margins." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:9 msgid "" "Odoo **Sales** has a useful pricelist feature that can be tailored to fit " "any unique pricing strategy. Pricelists suggest certain prices, but they can" " always be overridden on the sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:13 msgid "Pricelists configuration" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:15 msgid "" "To enable pricelists in the Odoo **Sales** app, first navigate to " ":menuselection:`Sales app --> Configuration --> Settings`. In the " ":guilabel:`Pricing` section, tick the checkbox next to the " ":guilabel:`Pricelists` feature, and click :guilabel:`Save` to save all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "Hoe de instelling van de prijslijst er uit ziet in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:22 msgid "" "After activating and saving the :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads. From here, either select the :icon:`oi-" "arrow-right` :guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists`" " feature on the :guilabel:`Settings` page), or navigate to " ":menuselection:`Sales app --> Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." msgstr "" "Beide opties onthullen de :guilabel:`Prijslijsten` pagina, waar prijslijsten" " op elk moment kunnen worden aangemaakt en/of gewijzigd." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "Hoe de prijslijstenpagina eruit ziet in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 msgid "" "If there is no specific pricelist configured on a sales quotation, the " ":guilabel:`Default` pricelist is applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38 msgid "" "The :guilabel:`Selectable` column is only applicable to Odoo **eCommerce**. " "This option allows website visitors to choose a pricelist when shopping in " "your **eCommerce** website." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:42 msgid "" "In Odoo 17 (and above), you are *not required* to enter a pricelist in the " ":guilabel:`Pricelist` field on a sales quotation form in order to confirm it" " (i.e. turn it into a sales order)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 msgid "" "The chatter section is available on pricelist forms, which allows you to add" " notes and communications on each pricelist page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:49 msgid "Creating and editing pricelists" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:51 msgid "" "From the :guilabel:`Pricelists` page, either select the pricelist to edit, " "or click :guilabel:`New` to create a new pricelist, which reveals a blank " "pricelist form that can be configured in a number of different ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "Hoe het prijslijst detailformulier eruit ziet in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:58 msgid "" "When creating a new pricelist, start by adding a name for the pricelist at " "the blank field at top of the form. Next, select which :guilabel:`Currency` " "should be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61 msgid "" "If working in a multi-company environment, select which company this " "pricelist should apply to in the :guilabel:`Company` field. If this field is" " left blank, the pricelist is automatically applied to all companies in the " "database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65 msgid "" "If working in a multinational company, select the countries where this " "pricelist will apply under the :guilabel:`Country Groups` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69 msgid "Price Rules tab" msgstr "Tabblad Prijsregels" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 msgid "" "In the :guilabel:`Price Rules` tab, each line creates a new record that will" " implement customized pricing to the sales order where the pricelist is " "applied. To create a new price rule, click on :guilabel:`Add a line`, which " "opens a new pricelist rules form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:75 msgid "" "Then, select whether to apply this set of rules to a :guilabel:`Product` or " ":guilabel:`Category`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 msgid "From here, there are several configuration options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:79 msgid "" ":guilabel:`Product`: If selected in the :guilabel:`Apply To` field, use this" " field to choose one or more products to which this pricelist will apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid "" ":guilabel:`Category`: Select one or more product categories to which this " "pricelist will apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:82 msgid "" ":guilabel:`Price Type`: Select whether the specialized pricing will fall " "under :guilabel:`Discount`, :guilabel:`Formula`, or :guilabel:`Fixed Price`." " Depending on the price type, there will be additional configurations on how" " to apply the pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:86 msgid "" ":guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can " "be configured by using a negative value in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:90 msgid "" "If a pricelist is applied to a sales quotation with the discount " ":guilabel:`Price Type` set as :guilabel:`Discount`, the discount will " "visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "A pricelist rule using Price Type: Discount to create a discount." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How a pricelist rule using Price Type: Discount appears on customer preview." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:99 msgid "" ":guilabel:`Formula`: Calculate the pricelist rules based the following " "configuration:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:101 msgid "" ":guilabel:`Discount`: Percentage discount to be applied. Negative values can" " be entered to increase prices." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid "" "If a pricelist is applied to a sales quotation with the discount " ":guilabel:`Price Type` set as :guilabel:`Formula`, the discount will *not* " "be visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:108 msgid "" ":guilabel:`Round off to`: Numerical value to act as round-off multiple, to " "be applied after discount. The rounding method sets the price so that it is " "a multiple of the value in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:113 msgid "Rounding is applied *after* the discount and *before* the extra fee." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 msgid "" ":guilabel:`Extra Fee`: Fixed amount to be added or subtracted once " ":guilabel:`Discount` and :guilabel:`Round off to` have been applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:117 msgid "" ":guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied," " all product lines in the quotation form will be updated to this price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120 msgid "" ":guilabel:`Min Qty`: Specify the minimum quantity of selected products for " "this pricelist to apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122 msgid "" ":guilabel:`Validity Period`: Specify the start and end date during which " "this pricelist can be applied to quotations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126 msgid "" "To formulate a 100% markup (or two times the price of the product), with a " "$5 minimum margin, set the :guilabel:`Based price` field to :guilabel:`Sales" " Price` and the :guilabel:`Discount` to `-100`. This is often seen in retail" " situations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo" " Sales." msgstr "" "Hoe ziet het eruit om een opmaakkost te formuleren met een minimale marge " "van 5 dollar in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:134 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " ":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to " "`-0.01`, and the :guilabel:`Rounding Method` field to `10`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" "Voorbeeld van een 20% discount met prijzen afgerond naar 9,99 in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" "Als je prijzen wilt die eindigen op 9,99, stel je de :guilabel:`Rounding " "Method` in op `10` en de :guilabel:`Extra Fee` op `-0.01`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:146 msgid "Recurring Prices tab" msgstr "Tabblad terugkerende prijzen" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 msgid "" "Recurring prices are specifically used with :doc:`subscription products " "<../../../subscriptions/products>`. When configuring price rules in this " "tab, keep in mind that they will only apply to subscription products, or " "products with recurring prices enabled." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:152 msgid "" "In the :guilabel:`Recurring Prices` tab, pricelists are configured with the " "same options as in the :guilabel:`Price Rules` tab, with additional columns " "for :guilabel:`Product Variants` add :guilabel:`Recurring Plan`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:156 msgid "" ":guilabel:`Product Variants` are configured under products that have one or " "more values, such as color, size, etc. Once a product has been selected " "under the :guilabel:`Products Tab`, if applicable, select the desired " "product variants to be included in the price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 msgid "" "Then, select the blank field in the :guilabel:`Recurring Plan` column to " "reveal a drop-down menu of pre-designated recurrence periods (e.g. " "`Monthly`, `Quarterly`, `Weekly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The recurring prices tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:166 msgid "" "New recurrence periods can also be created from this column. To do so, type " "in the name for the new :guilabel:`Recurring Plan`, then select " ":guilabel:`Create` from the resulting drop-down menu to create the time " "period, which can be edited later. Alternatively, select :guilabel:`Create " "and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From" " this pop-up form, the new recurrence period can be configured, with " "specific :guilabel:`Details`, :guilabel:`Self-Service`, and " ":guilabel:`Pricing` options. When the configurations are complete, click the" " :guilabel:`Save & Close` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Custom time period pop-up form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:178 msgid "" "Lastly, add the desired price for this recurring price rule in the " ":guilabel:`Recurring Price` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:182 msgid ":doc:`../../../subscriptions`" msgstr ":doc:`../../../abonnementen`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185 msgid "Rental rules tab" msgstr "Tabblad Verhuurregels" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:187 msgid "" "Price rules can be configured for :doc:`rental products <../../../rental>` " "under the :guilabel:`Rental rules` tab, using the same methodology as the " ":guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:191 msgid "" "To add a rental rule, click :guilabel:`Add a line`, and select a desired " "product in the :guilabel:`Products` column. Then, select any specific " ":guilabel:`Variants`, if necessary." msgstr "" "Om een verhuurregel toe te voegen, klik je op :guilabel:`Een regel " "toevoegen` en selecteer je het gewenste product in de kolom " ":guilabel:`Producten`. Selecteer vervolgens indien nodig specifieke " ":guilabel:`Varianten`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 msgid "" "Next, designate a :guilabel:`Period` of time for the rental rule (e.g. " "`Daily`, `Hourly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:196 msgid "" "Lastly, configure a :guilabel:`Price` for the rental rule in the respective " "column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The rental tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 msgid "Ecommerce Tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204 msgid "" "Under the :guilabel:`Ecommerce` tab, price rules can be configured for " "products sold on an :doc:`Ecommerce website " "<../../../../websites/ecommerce/products>`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:207 msgid "" "To enable the pricelist to be visible, select the target website in the " ":guilabel:`Website` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:209 msgid "" "The :guilabel:`Selectable` can be enabled to allow the customer to choose " "this pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:211 msgid "" "Finally, promotional and loyalty codes can be added to the " ":guilabel:`E-commerce Promotional Code` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The Ecommerce tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:218 msgid "Customer pricelist application" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:220 msgid "" "While the default pricelist applied to any customer is the :guilabel:`Public" " Pricelist`, Odoo provides the opportunity to directly apply a different " "pricelist to customers on their contact form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 msgid "" "To do that, open the desired customer's contact form, either by navigating " "to :menuselection:`Sales app --> Orders --> Customers` and selecting the " "customer from the main :guilabel:`Customers` page, or by clicking on the " "customer's name on a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "Voorbeeldformulier met klantgegevens in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:231 msgid "" "On the desired customer's contact form, under the :guilabel:`Sales & " "Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist " "should be applied to this specific customer from the drop-down menu in the " ":guilabel:`Pricelist` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "Het prijslijstveld in een klantgegevensformulier in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240 msgid "" "When a customer is added to the database, the default pricelist is " "automatically applied to them. There is **no way** to have a blank " "*Pricelist* field on a contact form. Even if that field is left blank, the " "default pricelist appears when that contact form is opened again." msgstr "" "Wanneer een klant wordt toegevoegd aan de database, wordt de standaard " "prijslijst automatisch op hem of haar toegepast. Het is **niet mogelijk** om" " een leeg *Prijslijst* veld op een contactformulier te hebben. Zelfs als dat" " veld leeg blijft, verschijnt de standaard prijslijst wanneer dat " "contactformulier opnieuw wordt geopend." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:244 msgid "" "However, when that contact is added to a quotation, and the *Pricelist* " "field is auto-populated (based on the information from their contact form), " "that predetermined pricelist can be removed from the *Pricelist* field, and " "the quotation can still be confirmed, and subsequently, turned into a sales " "order." msgstr "" "Als dat contact echter wordt toegevoegd aan een offerte en het veld " "*Prijslijst* automatisch wordt ingevuld (op basis van de informatie van hun " "contactformulier), kan die vooraf bepaalde prijslijst uit het veld " "*Prijslijst* worden verwijderd en kan de offerte nog steeds worden bevestigd" " en vervolgens worden omgezet in een verkooporder." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:254 msgid "" "The *Discounts* feature allows the ability to set a discount or increase the" " price on *individual items* in a sales order. This is calculated as a " "percentage of that product's sales price." msgstr "" "Met de functie *Kortingen* kun je een korting of prijsverhoging instellen " "voor *individuele artikelen* in een verkooporder. Dit wordt berekend als een" " percentage van de verkoopprijs van dat product." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:257 msgid "" "To access discounts, navigate to the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click the " ":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." msgstr "" "Om toegang te krijgen tot kortingen, navigeer je naar de instellingspagina " "van de *Verkoop* app (:menuselectie:`Verkoop app --> Configuratie --> " "Instellingen`), klik je op het selectievakje :guilabel:`Kortingen` en klik " "je vervolgens op :guilabel:`Opslaan`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Click the checkbox labeled Discounts to activate Discounts." msgstr "Klik op het selectievakje Kortingen om Kortingen te activeren." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:265 msgid "" "After the setting has been activated, navigate to the desired quotation by " "going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " "the page. Once there, click on the desired quote from the list." msgstr "" "Nadat de instelling is geactiveerd, navigeer je naar de gewenste offerte " "door naar :menuselectie:`Verkoop app --> Bestellingen --> Offertes` bovenaan" " de pagina te gaan. Daar klik je op de gewenste offerte uit de lijst." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:269 msgid "" "In the order lines section of the quotation form, a new column heading will " "appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " "individual line items. Enter the desired discount for each product line and " "the new price will automatically be calculated in the quote " ":guilabel:`Total` at the bottom of the page." msgstr "" "In het gedeelte orderregels van het offerteformulier verschijnt een nieuwe " "kolomtitel met de naam :guilabel:`Disc.%`. Deze kolom wordt gebruikt om " "kortingen in te stellen op individuele artikelen. Voer de gewenste korting " "in voor elke productregel en de nieuwe prijs wordt automatisch berekend in " "de offerte :guilabel:`Totaal` onderaan de pagina." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:275 msgid "" "A discount can also be added directly to a sales order in the same way. " "Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " "desired sales order, and add the discount to :guilabel:`Disc.%` as described" " above." msgstr "" "Een korting kan op dezelfde manier ook direct aan een verkooporder worden " "toegevoegd. Navigeer naar :menuselectie:`Verkoop app --> Bestellingen --> " "Bestellingen`, klik op de gewenste verkooporder en voeg de korting toe aan " ":guilabel:`Disc.%` zoals hierboven beschreven." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The Dis.% heading will now appear in Order Lines." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:284 msgid "" "Positive values for :guilabel:`Disc.%` will apply a *discount*, while " "negative values can be used to *increase* the price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 msgid "Discount button" msgstr "Korting knop" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:290 msgid "" "In Odoo 17, with the :ref:`Discounts setting ` enabled, a " ":guilabel:`Discount` button appears at the bottom of sales orders." msgstr "" "In Odoo 17, met de :ref:`Kortingen instelling ` " "ingeschakeld, verschijnt er een :guilabel:`Kortingen` knop onderaan " "verkooporders." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "" "The discount button located at the bottom of a sales order form in the Odoo " "Sales app." msgstr "" "De kortingsknop onderaan een verkooporderformulier in de Odoo Sales app." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:297 msgid "" "When the :guilabel:`Discount` button on a sales order is clicked, a " ":guilabel:`Discount` pop-up window appears." msgstr "" "Als er op de :guilabel:`Korting` knop op een verkooporder wordt geklikt, " "verschijnt er een :guilabel:`Korting` pop-upvenster." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:300 msgid "" "On this pop-up window, configure the :guilabel:`Discount` percentage, and " "select one of the following discount options: :guilabel:`On All Order " "Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`." msgstr "" "Configureer in dit pop-upvenster het :guilabel:`Kortingspercentage` en " "selecteer een van de volgende kortingsopties: :guilabel:`Op alle " "orderregels`, :guilabel:`Globale korting` of :guilabel:`Vast bedrag`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304 msgid "" ":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to " "add the specified discount percentage (configured in the " ":guilabel:`Discount` field of the pop-up window) on all existing order lines" " of the sales order." msgstr "" ":guilabel:`Op alle orderregels`: Indien geselecteerd, biedt Odoo de " "mogelijkheid om het opgegeven kortingspercentage (geconfigureerd in het " ":guilabel:`Korting` veld van het pop-upvenster) toe te voegen aan alle " "bestaande orderregels van de verkooporder." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:307 msgid "" ":guilabel:`Global Discount`: When selected, Odoo adds a discount product to " "the order, which has the cumulative value equivalent to the specified " "discount percentage (configured in the :guilabel:`Discount` field of the " "pop-up window). Any product added (or removed) *after* the discount is added" " does **not** affect the discount value on the order line." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:313 msgid "" "In this example, since the total of the order is $600, and there is a 30% " "global discount, that specific line is added to the sales order with a -180 " "value (which is 30% of $600)." msgstr "" "In dit voorbeeld, omdat het totaal van de bestelling $600 is en er een 30% " "globale korting is, wordt die specifieke regel toegevoegd aan de " "verkooporder met een waarde van -180 (wat 30% of $600 is)." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "The sales order with the applied global discount option in the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:320 msgid "" ":guilabel:`Fixed Amount`: When selected, the percentage designation in the " ":guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein" " a specific amount must be entered. This configured value is added as a " "discount line on the sales order." msgstr "" ":guilabel:`Vast bedrag`: Als deze optie is geselecteerd, verandert de " "percentageaanduiding in het :guilabel:`Korting]-veld in een geldwaarde " "(bijvoorbeeld dollars), waarbij een specifiek bedrag moet worden ingevoerd. " "Deze geconfigureerde waarde wordt toegevoegd als een kortingsregel op de " "verkooporder." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:325 msgid "" "It is more beneficial to add a :guilabel:`Fixed Amount` discount after " "**all** desired products have been added to a sales order. If there are " "changes made to the sales order *after* the discount is added, make sure to " "change the value on the :guilabel:`Discount` line, or remove the line and " "add the discount again." msgstr "" "Het is voordeliger om een :guilabel:`Vast bedrag` korting toe te voegen " "nadat **alle** gewenste producten zijn toegevoegd aan een verkooporder. Als " "er wijzigingen worden aangebracht in de verkooporder *nadat* de korting is " "toegevoegd, zorg er dan voor dat je de waarde op de :guilabel:`Korting` " "regel wijzigt, of verwijder de regel en voeg de korting opnieuw toe." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331 msgid "Conditions" msgstr "Voorwaarden" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:333 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" "Onderaan het :guilabel:`Prijslijstregels maken` pop-up formulier staat het " ":guilabel:`Voorwaarden` gedeelte." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:336 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" "Begin hier met het selecteren van een van de opties in het " ":guilabel:`Toepassen op` veld:" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" ":guilabel:`Alle producten`: de geavanceerde prijslijstregel wordt toegepast " "op alle producten." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:339 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" ":guilabel:`Productcategorie`: de geavanceerde prijslijstregel wordt " "toegepast op een specifieke categorie producten." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:341 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" ":guilabel:`Product`: de geavanceerde prijslijstregel wordt toegepast op een " "specifiek product." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:342 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" ":guilabel:`Productvariant`: de geavanceerde prijslijstregel wordt toegepast " "op een specifieke productvariant." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " ":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product " "Variant` must be chosen." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" "Selecteer vervolgens een minimale hoeveelheid die moet worden toegepast op " "de geavanceerde prijslijstregel in het :guilabel:`Min. Hoeveelheid`. " "Selecteer ten slotte een reeks datums voor de validatie van het " "prijslijstitem in het veld :guilabel:`Validiteit`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" "Zodra alle configuraties voltooid zijn, klik je op :guilabel:`Opslaan & " "Sluiten` om de geavanceerde prijslijstregel op te slaan, of klik je op " ":guilabel:`Opslaan & Nieuw` om direct een andere geavanceerde " "prijslijstregel aan te maken op een nieuw formulier." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" "Als er een prijsregel is ingesteld voor een bepaald product en een andere " "voor de productcategorie, dan neemt Odoo de regel van het product zelf." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:362 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 msgid ":doc:`/applications/websites/ecommerce/products/price_management`" msgstr ":doc:`/applicaties/websites/ecommerce/producten/prijs_beheer`" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "Beheer uw producten" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "Import products" msgstr "Importeer producten" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" "Odoo *Sales* provides a template for importing products with categories and " "variants, which can be opened and edited with any spreadsheet software " "(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" "Odoo *Sales* biedt een sjabloon voor het importeren van producten met " "categorieën en varianten, dat kan worden geopend en bewerkt met elke " "spreadsheetsoftware (Microsoft Excel, OpenOffice, Google Sheets, etc.)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" "When this spreadsheet is filled out properly, it can be quickly uploaded to " "the Odoo database. When uploaded, those products are instantly added, " "accessible, and editable in the product catalog." msgstr "" "Als dit spreadsheet goed is ingevuld, kan het snel worden geüpload naar de " "Odoo database. Na het uploaden zijn deze producten direct toegevoegd, " "toegankelijk en bewerkbaar in de productcatalogus." #: ../../content/applications/sales/sales/products_prices/products/import.rst:12 msgid "Import template" msgstr "Importeer template" #: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" "In order to import products with categories and variants, the *Import " "Template for Products* **must** be downloaded. Once downloaded, the template" " can be adjusted and customized, and then uploaded back into the Odoo " "database." msgstr "" "Om producten met categorieën en varianten te importeren, moet de *Import " "Template for Products* **worden gedownload. Eenmaal gedownload kan het " "sjabloon worden aangepast en aangepast en vervolgens weer worden geüpload " "naar de Odoo database." #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" "To download the necessary import template, navigate to :menuselection:`Sales" " app --> Products --> Products`. On the :guilabel:`Products` page, click the" " :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" "From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" "Selecteer in dit vervolgkeuzemenu de optie :guilabel:`Import records`." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The Import records option selectable from the gear icon on the Products page" " in Odoo Sales." msgstr "" "De optie Records importeren kun je selecteren via het tandwielpictogram op " "de pagina Producten in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" "Selecting :guilabel:`Import records` reveals a separate page with a link to " "download the :guilabel:`Import Template for Products`. Click that link to " "download the template." msgstr "" "Als je :guilabel:`Import records` selecteert, verschijnt er een aparte " "pagina met een link om de :guilabel:`Import Template for Products` te " "downloaden. Klik op die link om de sjabloon te downloaden." #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 msgid "" "Once the template download is complete, open the spreadsheet file to " "customize it." msgstr "" "Zodra de sjabloon is gedownload, open je het spreadsheetbestand om het aan " "te passen." #: ../../content/applications/sales/sales/products_prices/products/import.rst:38 msgid "Customize product import template" msgstr "Sjabloon voor productimport aanpassen" #: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" "When the import template has been downloaded and opened, it's time to modify" " its contents. However, before any changes are made, there are a few " "elements to keep in mind during the process:" msgstr "" "Als de importsjabloon is gedownload en geopend, is het tijd om de inhoud aan" " te passen. Maar voordat je wijzigingen aanbrengt, zijn er een paar " "elementen waar je tijdens het proces rekening mee moet houden:" #: ../../content/applications/sales/sales/products_prices/products/import.rst:43 msgid "" "Feel free to remove any columns that aren't deemed necessary. But, it is " "*strongly* advised that the :guilabel:`Internal Reference` column remains." msgstr "" "Verwijder gerust alle kolommen die je niet nodig vindt. Maar het wordt " "*sterk* aangeraden om de :guilabel:`Interne referentie` kolom te laten " "staan." #: ../../content/applications/sales/sales/products_prices/products/import.rst:46 msgid "" "While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " "the :guilabel:`Internal Reference` column for each product can be helpful in" " many cases. This can even be from previous software spreadsheets to ease " "the transition into Odoo." msgstr "" "Hoewel het niet verplicht is, kan het in veel gevallen handig zijn om voor " "elk product een unieke identificatie (bijv. `FURN_001`) in de kolom " ":guilabel:`Internal Reference` te hebben. Dit kan zelfs vanuit vorige " "software spreadsheets zijn om de overgang naar Odoo te vergemakkelijken." #: ../../content/applications/sales/sales/products_prices/products/import.rst:50 msgid "" "For example, when updating imported products, the same file can be imported " "several times without creating duplicates, thus enhancing the efficiency and" " simplicity of imported product management." msgstr "" "Bij het bijwerken van geïmporteerde producten kan hetzelfde bestand " "bijvoorbeeld meerdere keren worden geïmporteerd zonder dat er duplicaten " "worden gemaakt, waardoor het beheer van geïmporteerde producten efficiënter " "en eenvoudiger wordt." #: ../../content/applications/sales/sales/products_prices/products/import.rst:52 msgid "" "Do **not** change the labels of columns that are meant to be imported. " "Otherwise, Odoo won't recognize them, forcing the user to map them on the " "import screen manually." msgstr "" "Verander **niet** de labels van kolommen die bedoeld zijn om te importeren. " "Anders herkent Odoo ze niet en moet de gebruiker ze handmatig in kaart " "brengen op het invoerscherm." #: ../../content/applications/sales/sales/products_prices/products/import.rst:54 msgid "" "Feel free to add new columns to the template spreadsheet, if desired. " "However, to be added, those fields **must** exist in Odoo. If Odoo can't " "match the column name with a field, it can be matched manually during the " "import process." msgstr "" "Voeg desgewenst nieuwe kolommen toe aan het spreadsheet-sjabloon. Maar om " "toegevoegd te worden, moeten deze velden **bestaan** in Odoo. Als Odoo de " "kolomnaam niet kan matchen met een veld, dan kan dit handmatig worden gedaan" " tijdens het importeren." #: ../../content/applications/sales/sales/products_prices/products/import.rst:58 msgid "" "During the import process of the completed template, Odoo reveals a page " "showcasing all the elements of the newly-configured product template " "spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " "and :guilabel:`Comments`." msgstr "" "Tijdens het importeren van de voltooide sjabloon toont Odoo een pagina met " "alle elementen van de nieuw geconfigureerde spreadsheet van de " "productsjabloon, gescheiden door :guilabel:`Bestandskolom`, :guilabel:`Odoo " "Veld` en :guilabel:`Opmerkingen`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:62 msgid "" "To manually match a column name with a field in Odoo, click the " ":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " "that needs a manual adjustment, and select the appropriate field from that " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:0 msgid "" "The Odoo Field drop-down menu next to a Field Column that needs to be " "manually adjusted." msgstr "" "Het Odoo Veld uitklapmenu naast een Veldkolom die handmatig moet worden " "aangepast." #: ../../content/applications/sales/sales/products_prices/products/import.rst:71 msgid "Import product template spreadsheet" msgstr "Importeren productsjabloon spreadsheet" #: ../../content/applications/sales/sales/products_prices/products/import.rst:73 msgid "" "After customizing the product template spreadsheet, return to the Odoo " "product import page, where the template download link is found, and click " "the :guilabel:`Upload File` button in the upper-left corner." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The upload file button on the import products template download page in Odoo" " Sales." msgstr "" "De knop Bestand uploaden op de pagina Downloads sjabloon importeren in Odoo " "Sales." #: ../../content/applications/sales/sales/products_prices/products/import.rst:81 msgid "" "Then, a pop-up window appears, in which the completed product template " "spreadsheet file should be selected and uploaded to Odoo." msgstr "" "Dan verschijnt er een pop-up venster waarin het ingevulde productsjabloon " "spreadsheet bestand geselecteerd en geüpload moet worden naar Odoo." #: ../../content/applications/sales/sales/products_prices/products/import.rst:84 msgid "" "After that, Odoo reveals a page showcasing all the elements of the newly-" "configured product template spreadsheet, separated by :guilabel:`File " "Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import a file page in Odoo Sales after a product template has been " "uploaded." msgstr "" "De pagina Een bestand importeren in Odoo Sales nadat een productsjabloon is " "geüpload." #: ../../content/applications/sales/sales/products_prices/products/import.rst:91 msgid "" "From here, the :guilabel:`File Column` can be manually assigned to an " ":guilabel:`Odoo Field`, if necessary." msgstr "" "Vanaf hier kan de :guilabel:`Bestandskolom` indien nodig handmatig worden " "toegewezen aan een :guilabel:`Odoo Veld`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:94 msgid "" "To make sure everything is appropriate, and all the columns and fields are " "lined up accurately, click the :guilabel:`Test` button in the upper-left " "corner." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:97 msgid "" "If everything is lined up and applied correctly, Odoo reveals a blue banner " "at the top of the page, informing the user that :guilabel:`Everything seems " "valid`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The everything seems valid message that appears if file columns are entered " "correctly." msgstr "" "De alles lijkt geldig melding die verschijnt als de bestandskolommen correct" " zijn ingevoerd." #: ../../content/applications/sales/sales/products_prices/products/import.rst:104 msgid "" "If there are any errors, Odoo reveals a red banner at the top of the page, " "with instructions of where to locate the specific issues, and how to fix " "them." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import error message that appears if file columns don't match an Odoo " "Field." msgstr "" "De importfoutmelding die verschijnt als bestandskolommen niet overeenkomen " "met een Odoo-veld." #: ../../content/applications/sales/sales/products_prices/products/import.rst:111 msgid "" "Once those errors are fixed, click :guilabel:`Test` again to ensure all " "necessary issues have been remedied appropriately." msgstr "" "Zodra deze fouten zijn hersteld, klik je opnieuw op :guilabel:`Test` om te " "controleren of alle noodzakelijke problemen op de juiste manier zijn " "opgelost." #: ../../content/applications/sales/sales/products_prices/products/import.rst:114 msgid "" "If additional product template spreadsheets need to be uploaded, click the " ":guilabel:`Load File` button, select the desired product template " "spreadsheet, and repeat the process." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:117 msgid "When everything is ready, click the :guilabel:`Import` button." msgstr "Als alles klaar is, klik je op de :guilabel:`Import` knop." #: ../../content/applications/sales/sales/products_prices/products/import.rst:119 msgid "" "When clicked, Odoo instantly imports those products, and reveals the main " ":guilabel:`Products` page, with a pop-up message in the upper-right corner. " "This pop-up message informs the user how many products were successfully " "imported." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The pop-up window that appears after a successful product import process in " "Odoo Sales." msgstr "" "Het pop-upvenster dat verschijnt na een succesvol productimportproces in " "Odoo Sales." #: ../../content/applications/sales/sales/products_prices/products/import.rst:127 msgid "" "At this point, all the newly-imported products are accessible and editable " "via the :guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:131 msgid "Import relation fields, attributes, and variants" msgstr "Relatievelden, attributen en varianten importeren" #: ../../content/applications/sales/sales/products_prices/products/import.rst:133 msgid "" "It's important to note that an Odoo object is always related to many other " "objects. For example, a product is linked to product categories, attributes," " vendors, and things of this nature. These links/connections are known as " "relations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:138 msgid "" "In order to import product relations, the records of the related object " "**must** be imported *first* from their own list menu." msgstr "" "Om productrelaties te importeren, moeten de records van het gerelateerde " "object **eerst* geïmporteerd worden uit hun eigen lijstmenu." #: ../../content/applications/sales/sales/products_prices/products/import.rst:142 msgid "Relation fields" msgstr "Relatievelden" #: ../../content/applications/sales/sales/products_prices/products/import.rst:144 msgid "" "On product forms in Odoo, there are a number of fields that can be modified " "and customized at any time. These fields are found under every tab on a " "product form. While these fields are easily editable directly on the product" " form, they can also be modified via a product import." msgstr "" "Op productformulieren in Odoo zijn er een aantal velden die op elk moment " "kunnen worden aangepast. Deze velden zijn te vinden onder elk tabblad op een" " productformulier. Hoewel deze velden gemakkelijk direct op het " "productformulier kunnen worden bewerkt, kunnen ze ook worden aangepast via " "een productimport." #: ../../content/applications/sales/sales/products_prices/products/import.rst:148 msgid "" "As mentioned, relation fields of this nature can **only** be imported for " "products if they already exist in the database. For example, if a user " "attempts to import a product with a *Product Type*, it can only be one of " "the preconfigured product types existing in the database (e.g. *Storable " "Product*, *Consumable*, etc.)." msgstr "" "Zoals gezegd kunnen relatievelden van deze aard **alleen** worden " "geïmporteerd voor producten als ze al bestaan in de database. Als een " "gebruiker bijvoorbeeld een product met een *Producttype* probeert te " "importeren, kan dat alleen een van de vooraf geconfigureerde producttypes " "zijn die al in de database staan (bijv. *Bewaarbaar product*, " "*Consumeerbaar*, etc.)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:153 msgid "" "To import information for a relation field on a product import template " "spreadsheet, add the name of the field as a column name/title on the " "spreadsheet. Then, on the appropriate product line, add the desired relation" " field option." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:157 msgid "" "When all desired relation field information has been entered, save the " "spreadsheet, and import it to the database, per the process mentioned above " "(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " "Import records --> Upload File`)." msgstr "" "Als alle gewenste informatie over relatievelden is ingevoerd, sla je de " "spreadsheet op en importeer je deze naar de database volgens het hierboven " "genoemde proces (:menuselectie:`Verkoop app --> Producten --> Producten --> " "⚙️ (tandwiel) icoon --> Records importeren --> Bestand uploaden`)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:161 msgid "" "Once the spreadsheet with the newly-configured relation field information " "has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:164 msgid "" "When the newly-changed/modified products, complete with the new relation " "field information, has been imported and uploaded, that new information can " "be found on the :guilabel:`Products` page." msgstr "" "Wanneer de nieuw gewijzigde producten, compleet met de nieuwe " "relatieveldinformatie, geïmporteerd en geüpload zijn, kan die nieuwe " "informatie gevonden worden op de :guilabel:`Products` pagina." #: ../../content/applications/sales/sales/products_prices/products/import.rst:168 msgid "Attributes and values" msgstr "Attributen en waarden" #: ../../content/applications/sales/sales/products_prices/products/import.rst:170 msgid "" "Odoo also allows users to import product attributes and values that can be " "used for products that already exist in the database, and/or with imported " "products." msgstr "" "Odoo stelt gebruikers ook in staat om productattributen en -waarden te " "importeren die gebruikt kunnen worden voor producten die al in de database " "staan en/of voor geïmporteerde producten." #: ../../content/applications/sales/sales/products_prices/products/import.rst:173 msgid "" "To import attributes and values, a separate spreadsheet or CSV file " "dedicated to attributes and values **must** be imported and uploaded before " "they can be used for other products." msgstr "" "Om attributen en waarden te importeren, moet een aparte spreadsheet of CSV-" "bestand gewijd aan attributen en waarden **worden geïmporteerd en geüpload " "voordat ze kunnen worden gebruikt voor andere producten." #: ../../content/applications/sales/sales/products_prices/products/import.rst:176 msgid "" "The column names/titles of the attributes and values spreadsheet should be " "as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " ":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." msgstr "" "De kolomnamen/titels van de attributen en waarden spreadsheet moeten als " "volgt zijn: :guilabel:`Attribuut`, :guilabel:`Weergavetype`, " ":guilabel:`Variant aanmaakmodus`, en :guilabel:`Waarden/waarde`." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "An attributes and values spreadsheet template for imports." msgstr "Een spreadsheetsjabloon voor attributen en waarden voor import." #: ../../content/applications/sales/sales/products_prices/products/import.rst:184 msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:185 msgid "" ":guilabel:`Display Type`: display type used in the product configurator. " "There are three display type options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:188 msgid ":guilabel:`Radio`: values displayed as radio buttons" msgstr ":guilabel:`Radio`: waarden weergegeven als keuzerondjes" #: ../../content/applications/sales/sales/products_prices/products/import.rst:189 msgid ":guilabel:`Selection`: values displayed in a selection list" msgstr ":guilabel:`Selectie`: waarden weergegeven in een keuzelijst" #: ../../content/applications/sales/sales/products_prices/products/import.rst:190 msgid ":guilabel:`Color`: values denoted as a color selection" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:192 msgid "" ":guilabel:`Variant Creation Mode`: how the variants are created when applied" " to a product. There are three variant creation mode options:" msgstr "" ":guilabel:`Variantaanmaakmodus`: hoe de varianten worden aangemaakt als ze " "worden toegepast op een product. Er zijn drie opties voor het maken van " "varianten:" #: ../../content/applications/sales/sales/products_prices/products/import.rst:195 msgid "" ":guilabel:`Instantly`: all possible variants are created as soon as the " "attribute, and its values, are added to a product" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:197 msgid "" ":guilabel:`Dynamically`: each variant is created **only** when its " "corresponding attributes and values are added to a sales order" msgstr "" ":guilabel:`Dynamisch`: elke variant wordt **alleen** aangemaakt wanneer de " "bijbehorende attributen en waarden worden toegevoegd aan een verkooporder" #: ../../content/applications/sales/sales/products_prices/products/import.rst:199 msgid ":guilabel:`Never`: variants are **never** created for the attribute" msgstr "" ":guilabel:`Nooit`: varianten worden **nooit** aangemaakt voor het attribuut" #: ../../content/applications/sales/sales/products_prices/products/import.rst:202 msgid "" "The :guilabel:`Variants Creation Mode` **cannot** be changed once the " "attribute is used on at least one product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:205 msgid "" ":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " "If there are multiple values for the same attribute, the values need to be " "in individual lines on the spreadsheet." msgstr "" ":guilabel:`Waarden/Value`: waarden met betrekking tot het bijbehorende " "attribuut. Als er meerdere waarden voor hetzelfde kenmerk zijn, moeten de " "waarden op afzonderlijke regels in de spreadsheet staan." #: ../../content/applications/sales/sales/products_prices/products/import.rst:208 msgid "" "Once the desired attributes and values have been entered and saved in the " "spreadsheet, it's time to import and upload it into Odoo. To do that, " "navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " "⚙️ (gear) icon --> Import records --> Upload File`." msgstr "" "Zodra de gewenste attributen en waarden zijn ingevoerd en opgeslagen in de " "spreadsheet, is het tijd om deze te importeren en uploaden naar Odoo. Om dat" " te doen, navigeer je naar :menuselectie:`Verkoop app --> Configuratie --> " "Attributen --> ⚙️ (tandwiel) icoon --> Records importeren --> Bestand " "uploaden`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:212 msgid "" "Once the spreadsheet with the newly-configured attributes and values has " "been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Attributes` page. That's where those newly-added attributes and " "values can be found and edited, if necessary." msgstr "" "Zodra de spreadsheet met de nieuw geconfigureerde attributen en waarden is " "geüpload, klik je op :guilabel:`Import`, waarna Odoo terugkeert naar de " ":guilabel:`Attributen` pagina. Daar kun je de nieuw toegevoegde attributen " "en waarden vinden en indien nodig bewerken." #: ../../content/applications/sales/sales/products_prices/products/import.rst:216 msgid "" "As mentioned previously, when attributes and values have been added to the " "Odoo database, they can be used for existing or imported products." msgstr "" "Zoals eerder vermeld, kunnen attributen en waarden die zijn toegevoegd aan " "de Odoo database worden gebruikt voor bestaande of geïmporteerde producten." #: ../../content/applications/sales/sales/products_prices/products/import.rst:222 msgid "" "When product attributes and values are configured in the database, they can " "be used on product import spreadsheets to add more information and detail to" " products being imported." msgstr "" "Wanneer productattributen en -waarden zijn geconfigureerd in de database, " "kunnen ze worden gebruikt op spreadsheets voor productimport om meer " "informatie en details toe te voegen aan producten die worden geïmporteerd." #: ../../content/applications/sales/sales/products_prices/products/import.rst:225 msgid "" "To import products with product attributes and values, the product import " "template spreadsheet must be configured with specific :guilabel:`Product " "Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " ":guilabel:`Name` columns." msgstr "" "Om producten met productattributen en -waarden te importeren, moet het " "sjabloonblad voor het importeren van producten worden geconfigureerd met " "specifieke :guilabel:`Productattributen/attribuut`, " ":guilabel:`Productattributen/waarden` en :guilabel:`naam` kolommen." #: ../../content/applications/sales/sales/products_prices/products/import.rst:229 msgid "" "There can be other columns, as well, but these columns are **required** in " "order to properly import products with specific variants." msgstr "" "Er kunnen ook andere kolommen zijn, maar deze kolommen zijn **vereist** om " "producten met specifieke varianten goed te kunnen importeren." #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "Product variants spreadsheet with product attributes and variants for import" " purposes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:236 msgid ":guilabel:`Name`: product name" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:237 msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:238 msgid "" ":guilabel:`Product Attributes / Values`: values pertaining to the " "corresponding attribute" msgstr "" ":guilabel:`Productattributen / Waarden`: waarden die horen bij het " "bijbehorende attribuut" #: ../../content/applications/sales/sales/products_prices/products/import.rst:241 msgid "" "To import multiple values, separate them by *just* a comma, **not** a comma " "followed by a space, in the product import template spreadsheet (e.g. " "`furniture,couch,home`)." msgstr "" "Om meerdere waarden te importeren, scheid je ze door *alleen* een komma, " "**niet** een komma gevolgd door een spatie, in de spreadsheet van het " "productimportsjabloon (bijv. `meubel,bank,thuis`)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:244 msgid "" "When the desired products and product variants have been entered and saved " "in the spreadsheet, it's time to import and upload them into Odoo. To do " "that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" " (gear) icon --> Import records --> Upload File`." msgstr "" "Als de gewenste producten en productvarianten zijn ingevoerd en opgeslagen " "in de spreadsheet, is het tijd om ze te importeren en uploaden naar Odoo. Om" " dat te doen, navigeer je naar :menuselectie:`Verkoop app --> Producten --> " "Producten --> ⚙️ (tandwiel) icoon --> Records importeren --> Bestand " "uploaden`." #: ../../content/applications/sales/sales/products_prices/products/import.rst:248 msgid "" "Once the spreadsheet with the newly-configured products and product variants" " has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page. That's where the newly-added products can be " "found." msgstr "" "Zodra de spreadsheet met de nieuw geconfigureerde producten en " "productvarianten is geüpload, klik je op :guilabel:`Import` en Odoo keert " "terug naar de :guilabel:`Products` pagina. Daar kun je de nieuw toegevoegde " "producten vinden." #: ../../content/applications/sales/sales/products_prices/products/import.rst:252 msgid "" "To view and modify the attributes and variants on any products, select the " "desired product from the :guilabel:`Products` page, and click the " ":guilabel:`Attributes \\& Variants` tab." msgstr "" "Om de attributen en varianten van een product te bekijken en te wijzigen, " "selecteer je het gewenste product op de :guilabel:`Producten` pagina en klik" " je op het :guilabel:`Attributen & Varianten` tabblad." #: ../../content/applications/sales/sales/products_prices/products/import.rst:256 msgid ":doc:`variants`" msgstr ":doc:`varianten`" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" "Having appropriate product images in Odoo is useful for a number of reasons." " However, if a lot of products need images, assigning them can become " "incredibly time-consuming." msgstr "" "Het hebben van de juiste productafbeeldingen in Odoo is om een aantal " "redenen handig. Maar als veel producten afbeeldingen nodig hebben, kan het " "toewijzen van afbeeldingen ontzettend tijdrovend worden." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" "Fortunately, by configuring the *Google Custom Search* API within an Odoo " "database, finding product images for products (based on their barcode) is " "extremely efficient." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 msgid "" "In order to utilize *Google Custom Search* within an Odoo database, both the" " database and the Google API must be properly configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 msgid "" "Free Google accounts allow users to select up to 100 free images per day. If" " a higher amount is needed, a billing upgrade is required." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " "Search API credentials. Then, log in with a Google account. Next, agree to " "their :guilabel:`Terms of Service` by checking the box, and clicking " ":guilabel:`Agree and Continue`." msgstr "" "Ga naar de pagina `Google Cloud Platform API & Services " "`_ om Google Custom Search API-" "referenties te genereren. Log vervolgens in met een Google-account. Ga " "vervolgens akkoord met hun :guilabel:`Servicevoorwaarden` door het vakje aan" " te vinken en op :guilabel:`Agree and Continue` te klikken." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" "From here, select (or create) an API project to store the credentials. Start" " by giving it a memorable :guilabel:`Project Name`, select a " ":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" "Selecteer (of maak) vanaf hier een API-project om de referenties in op te " "slaan. Geef het eerst een gedenkwaardige :guilabel:`Projectnaam`, selecteer " "een :guilabel:`Locatie` (indien aanwezig) en klik dan op :guilabel:`Creëer`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" "With the :guilabel:`Credentials` option selected in the left sidebar, click " ":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " "drop-down menu." msgstr "" "Met de optie :guilabel:`Credentials` geselecteerd in de linker zijbalk, klik" " je op :guilabel:`Create Credentials` en selecteer je :guilabel:`API key` " "uit het vervolgkeuzemenu." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" "Doing so reveals an :guilabel:`API key created` pop-up window, containing a " "custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " "pop-up window -- it will be used later. Once the key is copied (and saved " "for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" "Als je dit doet, verschijnt er een :guilabel:`API-sleutel gemaakt` pop-" "upvenster met een aangepaste :guilabel:`API-sleutel`. Kopieer en bewaar " ":guilabel:`Uw API-sleutel` in het pop-upvenster -- deze wordt later " "gebruikt. Zodra de sleutel is gekopieerd (en opgeslagen voor later gebruik)," " klik je op :guilabel:`Sluiten` om het pop-upvenster te verwijderen." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The API key created pop-up window that appears." msgstr "Het pop-upvenster met de aangemaakte API-sleutel verschijnt." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 msgid "On this page, search for `Custom Search API`, and select it." msgstr "Zoek op deze pagina naar `Custom Search API` en selecteer deze." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "Zoekbalk met \"Custom Search API\" op Google Cloud Platform." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" "From the :guilabel:`Custom Search API` page, enable the API by clicking " ":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "\"Custom Search API\" page with Enable button highlighted on Google Cloud " "Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 msgid "Google Programmable Search dashboard" msgstr "Google programmeerbaar zoek dashboard" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" "Next, go to `Google Programmable Search Engine " "`_, and click either of the " ":guilabel:`Get started` buttons. Log in with a Google account, if not " "already logged in." msgstr "" "Ga vervolgens naar `Google Programmeerbare Zoekmachine " "`_ en klik op een van de " ":guilabel:`Get started` knoppen. Log in met een Google account, als je nog " "niet bent ingelogd." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" "On the :guilabel:`Create a new search engine` form, fill out the name of the" " search engine, along with what the engine should search, and be sure to " "enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" "Vul op het :guilabel:`Een nieuwe zoekmachine maken` formulier de naam van de" " zoekmachine in, samen met wat de zoekmachine moet zoeken en zorg ervoor dat" " je :guilabel:`Afbeelding zoeken` en :guilabel:`Veilig zoeken` inschakelt." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "Create new search engine form that appears with search engine " "configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 msgid "Validate the form by clicking :guilabel:`Create`." msgstr "Valideer het formulier door op :guilabel:`Create` te klikken." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" "Doing so reveals a new page with the heading: :guilabel:`Your new search " "engine has been created`." msgstr "" "Als je dit doet, verschijnt er een nieuwe pagina met de kop: :guilabel:`Jouw" " nieuwe zoekmachine is gemaakt`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Your New Search Engine Has Been Created page that appears with copy " "code." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" "From this page, click :guilabel:`Customize` to open the " ":menuselection:`Overview --> Basic` page. Then, copy the ID in the " ":guilabel:`Search engine ID` field. This ID is needed for the Odoo " "configuration." msgstr "" "Klik op deze pagina op :guilabel:`Aanpassen` om de :menuselection:`Overzicht" " --> Basis` pagina te openen. Kopieer vervolgens de ID in het " ":guilabel:`Zoekmachine-ID` veld. Deze ID is nodig voor de Odoo-configuratie." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 msgid "Odoo" msgstr "Odoo" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" "In the Odoo database, go to the :menuselection:`Settings app` and scroll to " "the :guilabel:`Integrations` section. From here, check the box beside " ":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" "Ga in de Odoo database naar de :menuselectie:`Instellingen app` en scroll " "naar de :guilabel:`Integraties` sectie. Vink hier het vakje naast " ":guilabel:`Google Images` aan. Klik vervolgens op :guilabel:`Opslaan`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Google Images setting in the Odoo Settings app page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" "Next, return to the :menuselection:`Settings app`, and scroll to the " ":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " ":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " "Images` feature." msgstr "" "Ga vervolgens terug naar de :menuselection:`Instellingen app` en scroll naar" " de :guilabel:`Integraties` sectie. Voer vervolgens de :guilabel:`API Key` " "en :guilabel:`Search Engine ID` in de velden onder de :guilabel:`Google " "Images` functie in." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 msgid "Click :guilabel:`Save`." msgstr "Klik op :guilabel:`Opslaan`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "Product images in Odoo with Google Custom Search API" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" "Adding images to products in Odoo can be done on any product or product " "variant. This process can be completed in any Odoo application that provides" " access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" "Afbeeldingen toevoegen aan producten in Odoo kan op elk product of " "productvariant. Dit proces kan worden voltooid in elke Odoo-toepassing die " "toegang biedt tot productpagina's (bijv. *Verkoop* app, *Inventaris* app, " "etc.)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" "Below is a step-by-step guide detailing how to utilize the *Google Custom " "Search API* to assign images to products in Odoo using the Odoo *Sales* " "application:" msgstr "" "Hieronder wordt stap voor stap uitgelegd hoe je de *Google Custom Search " "API* kunt gebruiken om afbeeldingen toe te wijzen aan producten in Odoo met " "behulp van de Odoo *Sales* applicatie:" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 msgid "" "Navigate to the :guilabel:`Products` page in the *Sales* app " "(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " ":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " "app --> Products --> Product Variants`)." msgstr "" "Navigeer naar de :guilabel:`Producten` pagina in de *Sales* app " "(:menuselection:`Sales app --> Producten --> Producten`). Of navigeer naar " "de :guilabel:`Productvarianten` pagina in de *Verkoop* app " "(:menuselectie:`Verkoop app --> Producten --> Productvarianten`)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 msgid "Select the desired product that needs an image." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 msgid "" "Only products (or product variants) that have a barcode, but **not** an " "image, are processed." msgstr "" "Alleen producten (of productvarianten) die een barcode hebben, maar **niet**" " een afbeelding, worden verwerkt." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 msgid "" "If a product with one or more variants is selected, each variant that " "matches the aforementioned criteria is processed." msgstr "" "Als een product met een of meer varianten wordt geselecteerd, wordt elke " "variant die aan de bovengenoemde criteria voldoet verwerkt." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 msgid "" "Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " ":guilabel:`Get Pictures from Google Images` from the menu that pops up." msgstr "" "Klik op het :guilabel:`Actie ⚙️ (tandwiel)` pictogram op de productpagina en" " selecteer :guilabel:`Foto's ophalen bij Google Afbeeldingen` in het menu " "dat verschijnt." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Get Pictures from Google Images option from the Action drop-down menu in" " Odoo." msgstr "" "De optie Afbeeldingen ophalen uit Google Afbeeldingen in het " "vervolgkeuzemenu Actie in Odoo." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." msgstr "Klik in het pop-upvenster dat verschijnt op :guilabel:`Get Pictures`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The pop-up that appears in which the user should click Get Picture in Odoo " "Sales." msgstr "" "De pop-up die verschijnt waarin de gebruiker moet klikken op Afbeelding " "ophalen in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 msgid "Once clicked, the image(s) will appear incrementally." msgstr "Eenmaal geklikt verschijnen de afbeelding(en) stapsgewijs." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 msgid "" "Only the first 10 images are fetched immediately. If you selected more than " "10, the rest are fetched as a background job." msgstr "" "Alleen de eerste 10 afbeeldingen worden direct opgehaald. Als je er meer dan" " 10 hebt geselecteerd, wordt de rest als achtergrondtaak opgehaald." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 msgid "" "The background job processes about 100 images in a minute. If the quota " "authorized by Google (either with a free or a paid plan) is reached, the " "background job puts itself on hold for 24 hours. Then, it will continue " "where it stopped the day before." msgstr "" "De achtergrondtaak verwerkt ongeveer 100 afbeeldingen per minuut. Als het " "door Google toegestane quotum (gratis of betaald) is bereikt, zet de " "achtergrondtaak zichzelf 24 uur in de wacht. Daarna gaat hij verder waar hij" " de vorige dag is gestopt." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" "`Maak, wijzig of sluit je Google Cloud Billing-account " "`_" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " "characteristics and options for customers to choose from, such as size, " "style, or color, just to name a few." msgstr "" "Productvarianten worden gebruikt om afzonderlijke producten verschillende " "kenmerken en opties te geven waar klanten uit kunnen kiezen, zoals grootte, " "stijl of kleur, om er maar een paar te noemen." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:8 msgid "" "Products variants can be managed via their individual product template, or " "by navigating to either the :guilabel:`Product Variants` or " ":guilabel:`Attributes` page. All of these options are located within the " "Odoo *Sales* application." msgstr "" "Productvarianten kunnen worden beheerd via hun individuele producttemplate " "of door te navigeren naar de :guilabel:`Productvarianten` of " ":guilabel:`attributen` pagina. Al deze opties bevinden zich in de Odoo " "*Sales* applicatie." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:13 msgid "" "An apparel company has the following variant breakdown for one their best-" "selling t-shirts:" msgstr "" "Een kledingbedrijf heeft de volgende uitsplitsing van varianten voor een van" " hun best verkochte T-shirts:" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "Kleur: Blauw, Rood, Wit, Zwart" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "Grootte: S, M, L, XL, XXL" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:20 msgid "" "Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a" " specific product variant." msgstr "" "Hier is **T-shirt** de productsjabloon en **T-shirt: Blauw, S** is een " "specifieke productvariant." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:23 msgid "" "**Color** and **Size** are *attributes*, and the corresponding options (like" " **Blue** and **S**) are *values*." msgstr "" "**Kleur** en **Grootte** zijn *attributen* en de bijbehorende opties (zoals " "**Blauw** en **S**) zijn *waarden*." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:26 msgid "" "In this instance, there is a total of twenty different product variants: " "four **Color** options multiplied by five **Size** options. Each variant has" " its own inventory count, sales totals, and other similar records in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:31 msgid ":ref:`ecommerce/products/product-variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:36 msgid "" "To use product variants, the *Variants* setting **must** be activated in the" " Odoo *Sales* application." msgstr "" "Om productvarianten te gebruiken, moet de instelling *Varianten* **worden " "geactiveerd in de Odoo *Verkoop* applicatie." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:39 msgid "" "To do that, go to :menuselection:`Sales app --> Configuration --> Settings`," " and locate the :guilabel:`Product Catalog` section at the top of the page." msgstr "" "Ga daarvoor naar :menuselection:`Verkoop app --> Configuratie --> " "Instellingen`, en zoek het :guilabel:`Productcatalogus` gedeelte bovenaan de" " pagina." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "" "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "" "Schakel in dat gedeelte het selectievakje in om de " ":guilabel:`Varianten`-functie in te schakelen." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Activating product variants on the Settings page of the Odoo Sales " "application." msgstr "" "Productvarianten activeren op de Instellingen pagina van de Odoo Sales " "applicatie." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "" "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "" "Klik vervolgens op :guilabel:`Opslaan` bovenaan de :guilabel:`Instellingen` " "pagina." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "Kenmerken" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:53 msgid "" "Before product variants can be set up, attributes **must** be created. To " "create, manage, and modify attributes, navigate to :menuselection:`Sales app" " --> Configuration --> Attributes`." msgstr "" "Voordat productvarianten kunnen worden ingesteld, moeten **attributen** " "worden aangemaakt. Om attributen aan te maken, te beheren en te wijzigen, " "navigeer je naar :menuselectie:`Verkoop app --> Configuratie --> " "Attributen`." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" " appear on the *Product Configurator*, *Point of Sale* dashboard, and " "*eCommerce* pages." msgstr "" "De volgorde van attributen op de :guilabel:`Attributen` pagina bepaalt hoe " "ze verschijnen op de *Productconfigurator*, *verkooppunt* dashboard en " "*eCommerce* pagina's." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " "customized and configured in a number of ways." msgstr "" "Om een nieuw attribuut te maken op de :guilabel:`Attributen` pagina, klik je" " op :guilabel:`Nieuw`. Hierdoor verschijnt een leeg attributenformulier dat " "op een aantal manieren kan worden aangepast en geconfigureerd." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" "Een leeg formulier voor het aanmaken van attributen in de Odoo Sales " "applicatie." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "Maak eerst een :guilabel:`Attribuutnaam`, zoals `Kleur` of `Grootte`." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" "Next, select one of the options from the :guilabel:`Display Type` field. The" " :guilabel:`Display Type` determines how this product is shown on the online" " store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" "Selecteer vervolgens een van de opties in het :guilabel:`Display Type` veld." " Het :guilabel:`Weergavetype` bepaalt hoe dit product wordt weergegeven in " "de online winkel, het *Point of Sale* dashboard en de *Productconfigurator*." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 msgid "The :guilabel:`Display Type` options are:" msgstr "De :guilabel:`Weergavetype` opties zijn:" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 msgid "" ":guilabel:`Pills`: options appear as selectable buttons on the product page " "of the online store." msgstr "" ":guilabel:`Pillen`: opties verschijnen als selecteerbare knoppen op de " "productpagina van de online winkel." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 msgid "" ":guilabel:`Color`: options appear as small, colored squares, which reflect " "any HTML color codes" msgstr "" ":guilabel:`Kleur`: opties worden weergegeven als kleine, gekleurde " "vierkantjes, die de HTML-kleurcodes weergeven" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 msgid "" ":guilabel:`Radio`: options appear in a bullet-style list on the product page" " of the online store." msgstr "" ":guilabel:`Radio`: opties worden in een opsomming weergegeven op de " "productpagina van de online winkel." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 msgid "" ":guilabel:`Select`: options appear in a drop-down menu on the product page " "of the online store. set, on the product page of the online store." msgstr "" ":guilabel:`Select`: opties worden weergegeven in een vervolgkeuzemenu op de " "productpagina van de webwinkel. ingesteld, op de productpagina van de " "webwinkel." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 msgid "" ":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" " on the product page of the online store." msgstr "" ":guilabel:`Multi-checkbox (optie)`: opties worden weergegeven als " "selecteerbare checkboxen op de productpagina van de webwinkel." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Display Types on Product Configurator on the online store in Odoo." msgstr "" "Types weergeven in de productconfigurator van de online winkel in Odoo." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 msgid "" "The :guilabel:`Variant Creation Mode` field informs Odoo when to " "automatically create a new variant once an attribute is added to a product." msgstr "" "Het :guilabel:`Variant Aanmaak Modus` veld informeert Odoo wanneer " "automatisch een nieuwe variant moet worden aangemaakt zodra een attribuut is" " toegevoegd aan een product." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 msgid "" "The :guilabel:`Variant Creation Mode` field **must** be set to " ":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " "(option)` to work properly as the :guilabel:`Display Type`." msgstr "" "Het :guilabel:`Variant aanmaakmodus` veld **moet** ingesteld zijn op " ":guilabel:`Nooit (optie)` om de :guilabel:`Multi-checkbox (optie)` goed te " "laten werken als het :guilabel:`Weergavetype`." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 msgid "" ":guilabel:`Instantly`: creates all possible variants as soon as attributes " "and values are added to a product template." msgstr "" ":guilabel:`Instant`: maakt alle mogelijke varianten zodra attributen en " "waarden worden toegevoegd aan een productsjabloon." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 msgid "" ":guilabel:`Dynamically`: creates variants **only** when corresponding " "attributes and values are added to a sales order." msgstr "" ":guilabel:`Dynamisch`: maakt varianten **alleen** wanneer overeenkomstige " "attributen en waarden worden toegevoegd aan een verkooporder." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr ":guilabel:`Nooit (optie)`: maakt nooit automatisch varianten." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 msgid "" "Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " "cannot be edited." msgstr "" "Als een attribuut eenmaal aan een product is toegevoegd, kan de " ":guilabel:`Varianten Aanmaak Modus` niet meer worden bewerkt." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 msgid "" "The :guilabel:`eCommerce Filter Visibility` field determines whether or not " "these attribute options are visible to the customer on the front-end, as " "they shop on the online store." msgstr "" "Het :guilabel:`eCommerce Filter Zichtbaarheid` veld bepaalt of deze " "attribuutopties wel of niet zichtbaar zijn voor de klant op de voorkant, als" " ze winkelen in de online winkel." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 msgid "" ":guilabel:`Visible`: the attribute values are visible to customers on the " "front-end." msgstr "" ":guilabel:`Visible`: de attribuutwaarden zijn zichtbaar voor klanten op de " "front-end." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 msgid "" ":guilabel:`Hidden`: the attribute values are hidden from customers on the " "front-end." msgstr "" ":guilabel:`Verborgen`: de waarden van de attributen worden verborgen voor " "klanten op de voorkant." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 msgid "" "Lastly, in the optional :guilabel:`eCommerce Category` field, select a " "category from a drop-down menu to group similar attributes under the same " "section for added specificity and organization." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " "internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " "far-right of the :guilabel:`eCommerce Category` field, once an option has " "been selected. Doing so reveals that attribute category's detail form." msgstr "" "Klik op de interne link :icon:`fa-arrow-right` :guilabel:`(pijl-rechts)` " "helemaal rechts van het veld :guilabel:`eCommerce Category` als je een optie" " hebt geselecteerd om de details van de geselecteerde categorie te bekijken." " Hierdoor verschijnt het detailformulier van die categorie." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A standard attribute category detail page accessible via its internal link " "arrow icon." msgstr "" "Een standaardpagina met attribuutcategorieën die toegankelijk is via het " "pictogram met de interne linkpijl." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " "category. These attributes can be dragged-and-dropped into a desirable order" " of priority." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" "Attributen kunnen ook direct aan de categorie worden toegevoegd door op " ":guilabel:`Een regel toevoegen` te klikken." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " "reveals a :guilabel:`Create Category` pop-up window, in which the new " "attribute category can be configured and customized." msgstr "" "Door te klikken op :guilabel:`Creëer` wordt de categorie aangemaakt, die " "later gewijzigd kan worden. Als je op :guilabel:`Maken en bewerken...` " "klikt, wordt de categorie gemaakt en verschijnt er een pop-upvenster " ":guilabel:`Create Category` waarin de nieuwe attribuutcategorie kan worden " "geconfigureerd en aangepast." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "Eigenschap waarden" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" "Attribuutwaarden moeten worden toegevoegd aan het " ":guilabel:`Attribuutwaarden` tabblad. Waarden kunnen op elk gewenst moment " "aan een attribuut worden toegevoegd." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" "Om een waarde toe te voegen klik je op :guilabel:`Een regel toevoegen` in " "het :guilabel:`Attribuutwaarden` tabblad." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " "custom (i.e. the customer gets to provide unique specifications that are " "specific to this particular value)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " "line, to make it easier for salespeople and customers to know exactly what " "color option they're choosing." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" "Tabblad Attribuutwaarden wanneer er op een regel toevoegen wordt geklikt, " "waarbij de aangepaste kolommen worden getoond." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." msgstr "" "Om een kleur te kiezen klik je op de lege cirkel in de kolom " ":guilabel:`Color`, waardoor een HTML kleurkiezer pop-up venster verschijnt." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Selecting a color from the HTML color pop-up window that appears on " "attribute form." msgstr "" "Een kleur selecteren in het pop-upvenster HTML-kleur dat verschijnt op het " "attribuutformulier." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" "In dit pop-up venster kun je een specifieke kleur selecteren door de " "kleurschuifbalk naar een bepaalde tint te slepen en direct op het " "kleurgedeelte in het kleurverloopvenster te klikken." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" "Je kunt ook een specifieke kleur kiezen door op het *druppelaar* pictogram " "te klikken en een gewenste kleur te selecteren die op dat moment aanklikbaar" " is op het scherm." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" "Attributen kunnen ook direct vanuit de productsjabloon worden aangemaakt " "door een nieuwe regel toe te voegen en de naam in te voeren op het " ":guilabel:`Varianten` tabblad." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " "That button lists every product in the database currently using that " "attribute." msgstr "" "Zodra een attribuut is toegevoegd aan een product, wordt dat product " "weergegeven en is het toegankelijk via de :guilabel:`Gerelateerde Producten`" " slimme knop van het attribuut. Die knop toont elk product in de database " "dat dat attribuut gebruikt." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " "--> Products`, and select an existing product to view that desired product's" " form. Or, click :guilabel:`Create` to create a new product, to which a " "product variant can be added." msgstr "" "Zodra een attribuut is gemaakt, kun je het attribuut (en de waarden) " "gebruiken om een productvariant te maken. Ga daarvoor naar " ":menuselection:`Verkoop app --> Producten --> Producten`, en selecteer een " "bestaand product om het formulier van dat gewenste product te bekijken. Of " "klik op :guilabel:`Create` om een nieuw product te maken waaraan een " "productvariant kan worden toegevoegd." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." msgstr "" "Klik op het productformulier op het tabblad :guilabel:`Attributen & " "Varianten` om attributen en waarden voor het product te bekijken, beheren en" " wijzigen." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" "Het tabblad attributen en waarden op een typisch productformulier in Odoo " "Sales." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" "Om een attribuut aan een product toe te voegen, en de daaropvolgende " "attribuutwaarden, klik je op :guilabel:`Een regel toevoegen` in het tabblad " ":guilabel:`Attributen & Varianten`. Kies vervolgens het gewenste attribuut " "uit het vervolgkeuzemenu dat verschijnt." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " "new attribute in the blank field, and select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" "Attributen kunnen direct worden aangemaakt vanaf het :guilabel:`Attributen &" " Varianten` tabblad van een productformulier. Typ daarvoor de naam van het " "nieuwe attribuut in het lege veld en selecteer :guilabel:`Maken` of " ":guilabel:`Maken en bewerken...` uit het vervolgkeuzemenu dat verschijnt." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " ":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, " "proceed to modify the attribute in a number of ways." msgstr "" "Door op :guilabel:`Creëer` te klikken wordt het attribuut aangemaakt, dat " "later aangepast kan worden. Als je op :guilabel:`Maken en bewerken...` " "klikt, wordt het attribuut gemaakt en verschijnt er een pop-upvenster " ":guilabel:`Attribuut maken`. In het pop-upvenster kun je het attribuut op " "verschillende manieren aanpassen." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" "Zodra een attribuut is geselecteerd in de :guilabel:`Attribuut` kolom, kun " "je de specifieke attribuutwaarden voor het product selecteren via het " "vervolgkeuzemenu in de :guilabel:`Waarden` kolom." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "Er is geen limiet aan het aantal waarden dat kan worden toegevoegd." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" "Vergelijkbare processen voor het maken van productvarianten zijn " "toegankelijk via de applicaties Inkoop, Voorraad en E-commerce." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "Varianten configureren" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " ":guilabel:`Product Variant Values`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The Product Variant Values page accessible via the Configure button on a " "product form." msgstr "" "De pagina Productvariantwaarden die toegankelijk is via de knop Configureren" " op een productformulier." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" "De :guilabel:`Waardeprijs Extra` staat voor de verhoging van de verkoopprijs" " als het kenmerk is geselecteerd." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." msgstr "" "Als er op een waarde wordt geklikt op de :guilabel:`Product Variant Waarden`" " pagina, opent Odoo een aparte pagina met de bijbehorende details van die " "waarde." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A Product Variant Values page accessible via the Product Variants Values " "general page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " "added, this specific attribute value will be excluded from those specific " "products." msgstr "" "In het :guilabel:`Uitsluiten voor` veld kunnen verschillende " ":guilabel:`Productsjablonen` en specifieke :guilabel:`Attribuutwaarden` " "worden toegevoegd. Wanneer deze specifieke attribuutwaarde is toegevoegd, " "wordt deze uitgesloten van deze specifieke producten." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "Varianten slimme knop" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" " appears at the top of the product form. The :guilabel:`Variants` smart " "button indicates how many variants are currently configured for that " "specific product." msgstr "" "Als er voor een product attributen en varianten zijn geconfigureerd in het " ":guilabel:`Attributen & Varianten` tabblad, verschijnt er een " ":guilabel:`Varianten` slimme knop bovenaan het productformulier. De " ":guilabel:`Varianten` slimme knop geeft aan hoeveel varianten er momenteel " "zijn geconfigureerd voor dat specifieke product." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "De variants smart knop bovenaan het productformulier in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " "configured for that specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants page accessible via the variants smart button on the product " "form in Odoo." msgstr "" "De variantenpagina is toegankelijk via de varianten slim knop op het " "productformulier in Odoo." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "Impact van varianten" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" "Naast het bieden van gedetailleerdere productopties aan klanten, hebben " "productvarianten hun eigen gevolgen die in de hele Odoo database kunnen " "worden benut." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" ":guilabel:`Barcode`: barcodes worden gekoppeld aan elke variant, in plaats " "van aan de productsjabloon. Elke afzonderlijke variant kan zijn eigen unieke" " barcode/SKU hebben." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" ":guilabel:`Prijs`: elke productvariant heeft zijn eigen publieke prijs, die " "de som is van de prijs van de productsjabloon *en* eventuele extra kosten " "voor bepaalde attributen." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" "De verkoopprijs van een rood shirt is $23 -- omdat de sjabloonprijs van het " "shirt $20 is, plus $3 extra voor de rode kleurvariant. Prijslijstregels " "kunnen zo worden ingesteld dat ze van toepassing zijn op de productsjabloon " "of op de variant." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" ":guilabel:`Inventaris`: de inventaris wordt geteld voor elke individuele " "productvariant. Op het productsjabloonformulier geeft de inventaris de som " "van alle varianten weer, maar de werkelijke inventaris wordt berekend per " "individuele variant." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" ":guilabel:`Afbeelding`: elke productvariant kan zijn eigen specifieke " "afbeelding hebben." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" "Wijzigingen in de productsjabloon zijn automatisch van toepassing op elke " "variant van dat product." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr ":doc:`import`" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Returns and refunds" msgstr "Retourneren en terugbetalen" #: ../../content/applications/sales/sales/products_prices/returns.rst:5 msgid "" "The Odoo *Sales* app provides two different ways to process returns. The " "method used depends on whether or not an invoice has been sent." msgstr "" "De Odoo *Sales* app biedt twee verschillende manieren om retouren te " "verwerken. De methode die wordt gebruikt hangt af van het feit of er wel of " "geen factuur is verstuurd." #: ../../content/applications/sales/sales/products_prices/returns.rst:9 msgid "Before invoicing" msgstr "Vóór facturering" #: ../../content/applications/sales/sales/products_prices/returns.rst:11 msgid "" "Returns are completed using *Reverse Transfers* when a customer decides to " "return a product **before** an invoice has been sent or validated." msgstr "" "Retourzendingen worden voltooid met behulp van *Reverse Transfers* wanneer " "een klant besluit een product te retourneren **voordat** een factuur is " "verzonden of gevalideerd." #: ../../content/applications/sales/sales/products_prices/returns.rst:15 msgid "" "In order to use *Reverse Transfers*, the *Inventory* app **must** be " "installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:17 msgid "" "To start a return before invoicing, navigate to the :menuselection:`Sales` " "app, select the desired sales order, and click on the :guilabel:`Delivery` " "smart button to open the associated delivery order." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical sales order with a highlighted delivery smart button in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:25 msgid "On the validated delivery order, click :guilabel:`Return`." msgstr "Klik op de gevalideerde leveringsorder op :guilabel:`Return`." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A validated delivery order with a highlighted Return button in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:31 msgid "This opens a :guilabel:`Reverse Transfer` pop-up window." msgstr "" "Hiermee wordt een :guilabel:`Omgekeerde overdracht` pop-upvenster geopend." #: ../../content/applications/sales/sales/products_prices/returns.rst:33 msgid "" "By default, the :guilabel:`Quantity` matches the validated quantities from " "the delivery order. Update the quantities, if necessary. Click on the " ":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the " "return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The \"Reverse Transfer\" pop-up window, to make a return before invoicing " "the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:41 msgid "" "Next, click :guilabel:`Return` to confirm the return. This generates a new " "warehouse operation for the incoming returned product(s)." msgstr "" "Klik vervolgens op :guilabel:`Return` om de retourzending te bevestigen. Dit" " genereert een nieuwe magazijnbewerking voor de inkomende geretourneerde " "producten." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Warehouse operation after a return has been confirmed in Odoo Sales." msgstr "Magazijnbewerking nadat een retourzending is bevestigd in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/returns.rst:48 msgid "" "Upon receiving the return, the warehouse team validates the warehouse " "operation by clicking :guilabel:`Validate`. Then, on the original sales " "order, the :guilabel:`Delivered` quantity updates to reflect the difference " "between the initial validated quantities and the returned quantities." msgstr "" "Na ontvangst van de retourzending valideert het magazijnteam de " "magazijnbewerking door op :guilabel:`Validate` te klikken. Vervolgens wordt " "op de oorspronkelijke verkooporder de :guilabel:`Geleverde` hoeveelheid " "bijgewerkt om het verschil weer te geven tussen de aanvankelijk gevalideerde" " hoeveelheden en de geretourneerde hoeveelheden." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The updated \"Delivered\" quantity on the sales order after the reverse " "transfer." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:56 msgid "" "When an invoice is created, the customer receives an invoice **only** for " "the products they are keeping, if any." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:60 msgid "After invoicing" msgstr "Na facturering" #: ../../content/applications/sales/sales/products_prices/returns.rst:62 msgid "" "Sometimes, customers return an item after they receive and/or pay for their " "invoice. In these cases, a return using only *Reverse Transfers* is " "insufficient since validated, or sent, invoices cannot be changed." msgstr "" "Soms retourneren klanten een artikel nadat ze de factuur hebben ontvangen " "en/of betaald. In deze gevallen is een retourzending met alleen *Omgekeerde " "Overboekingen* onvoldoende, omdat gevalideerde of verzonden facturen niet " "kunnen worden gewijzigd." #: ../../content/applications/sales/sales/products_prices/returns.rst:66 msgid "" "However, *Reverse Transfers* can be used in conjunction with *Credit Notes* " "to complete the customer's return." msgstr "" "Echter, *Reverse Transfers* kunnen worden gebruikt in combinatie met *Credit" " Notes* om de teruggave van de klant te voltooien." #: ../../content/applications/sales/sales/products_prices/returns.rst:69 msgid "" "To start a return after invoicing, navigate to the relevant sales order in " "the :menuselection:`Sales` app." msgstr "" "Om een retour te starten na facturering, navigeer je naar de relevante " "verkooporder in de :menuselectie:`Verkopen` app." #: ../../content/applications/sales/sales/products_prices/returns.rst:72 msgid "" "If there is a payment registered on the sales order, the payment details " "appear in the chatter, and the invoice (accessible through the " ":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` " "banner." msgstr "" "Als er een betaling is geregistreerd op de verkooporder, verschijnen de " "betalingsgegevens in de chatter en heeft de factuur (toegankelijk via de " ":guilabel:`Facturen` slimme knop) een groene :guilabel:`In Betaling` banner." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Sample of a green in payment banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:80 msgid "" "From the sales order, click on the :guilabel:`Delivery` smart button to view" " the validated delivery order. Then, click :guilabel:`Return` to open the " ":guilabel:`Reverse Transfer` pop-up window." msgstr "" "Klik in de verkooporder op de :guilabel:`Levering` slimme knop om de " "gevalideerde leveringsorder te bekijken. Klik vervolgens op " ":guilabel:`Return` om het pop-upvenster :guilabel:`Reverse Transfer` te " "openen." #: ../../content/applications/sales/sales/products_prices/returns.rst:83 msgid "" "Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed " "for the return. Then, click :guilabel:`Return`. This generates a new " "warehouse operation for the incoming returned product(s), which is validated" " by the warehouse team once the return is received by clicking " ":guilabel:`Validate`." msgstr "" "Bewerk vervolgens de :guilabel:`Product` en/of :guilabel:`hoeveelheid`, " "zoals nodig voor de retourzending. Klik vervolgens op :guilabel:`Return`. " "Dit genereert een nieuwe magazijnbewerking voor de inkomende geretourneerde " "producten, die door het magazijnteam wordt gevalideerd zodra de " "retourzending is ontvangen door op :guilabel:`Validate` te klikken." #: ../../content/applications/sales/sales/products_prices/returns.rst:88 msgid "" "Then, on the sales order, the :guilabel:`Delivered` quantity updates to " "reflect the difference between the initial validated quantities and the " "returned quantities." msgstr "" "Vervolgens wordt op de verkooporder de :guilabel:`Geleverde` hoeveelheid " "bijgewerkt om het verschil weer te geven tussen de aanvankelijk gevalideerde" " hoeveelheden en de geretourneerde hoeveelheden." #: ../../content/applications/sales/sales/products_prices/returns.rst:91 msgid "" "To process a refund, navigate to the relevant invoice (from the sales order," " click on the :guilabel:`Invoices` smart button). Then, click the " ":guilabel:`Credit Note` button at the top of the validated invoice." msgstr "" "Om een terugbetaling te verwerken, navigeer je naar de betreffende factuur " "(klik vanuit de verkooporder op de :guilabel:`Facturen` slimme knop). Klik " "vervolgens op de :guilabel:`Kredietnota` knop bovenaan de gevalideerde " "factuur." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical customer invoice with a Credit Note button highlighted in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:99 msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form." msgstr "" "Als je dit doet, verschijnt er een :guilabel:`Kredietnota` pop-up scherm." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Typical credit note pop-up form that appears in Odoo Sales." msgstr "Typisch creditnota pop-up formulier dat verschijnt in Odoo Sales." #: ../../content/applications/sales/sales/products_prices/returns.rst:105 msgid "" "Start by entering a :guilabel:`Reason displayed on Credit Note` and a " "specific :guilabel:`Journal` to process the credit. Then, select a specific " ":guilabel:`Reversal Date`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:108 msgid "" "After the information is filled in, click :guilabel:`Reverse` or " ":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed." msgstr "" "Nadat de gegevens zijn ingevuld, klik je op :guilabel:`Terugdraaien` of " ":guilabel:`Terugdraaien en factuur maken`. Bewerk vervolgens het concept, " "indien nodig." #: ../../content/applications/sales/sales/products_prices/returns.rst:111 msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note." msgstr "Klik tot slot op :guilabel:`Confirm` om de creditnota te bevestigen." #: ../../content/applications/sales/sales/products_prices/returns.rst:113 msgid "" "When complete, a blue banner reading: :guilabel:`You have outstanding " "credits for this customer. You can allocate them to mark this invoice as " "paid.` appears at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:117 msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" msgstr ":doc:`../../../finance/accounting/klant_facturen/credit_notes`" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "Verstuur offertes" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:3 msgid "Create quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:5 msgid "" "In Odoo **Sales**, quotations can be created and sent to customers. Once a " "quotation has been confirmed, it officially turns into a *sales order*, " "which can then be invoiced and paid for." msgstr "" "In Odoo **Sales** kunnen offertes worden gemaakt en naar klanten worden " "gestuurd. Zodra een offerte is bevestigd, wordt het officieel een " "*verkooporder*, die vervolgens kan worden gefactureerd en betaald." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:11 msgid "Quotation settings" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:13 msgid "" "To access these setting options, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and scroll to the :guilabel:`Quotations & " "Orders` section." msgstr "" "Om toegang te krijgen tot deze instellingsopties, ga je naar " ":menuselection:`Verkoop app --> Configuratie --> Instellingen`, en scroll je" " naar het :guilabel:`Quotaties & Orders` gedeelte." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "The Quotations and Orders section on the Odoo Sales app Settings page." msgstr "" "Het gedeelte Offertes en bestellingen op de instellingenpagina van de Odoo " "Sales app." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:20 msgid "" ":guilabel:`Quotation Templates`: Enable this option to create quotation " "templates featuring standard product offers, which are then selectable on " "quotation forms. When this checkbox is ticked, an additional field, " ":guilabel:`Default Template`, appears, along with a link to the " ":guilabel:`Quotation Templates` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:24 msgid "" ":guilabel:`Online Signature`: Request an online signature to confirm orders." msgstr "" ":guilabel:`Online handtekening`: Vraag een online handtekening aan om " "bestellingen te bevestigen." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:25 msgid "" ":guilabel:`Online Payment`: Request an online prepayment from customers to " "confirm orders. Request a full or partial payment (via down payment). When " "this checkbox is ticked, an additional field, :guilabel:`Prepayment amount " "(%)`, appears. There is also a link to the :guilabel:`Payment Providers` " "page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:29 msgid "" ":guilabel:`Default Quotation Validity`: Determine a set amount (in " ":guilabel:`days`) that quotations can remain valid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:31 msgid "" ":guilabel:`Default Recurrence`: Select a default period from the drop-down " "menu to use as a recurrence period for a new quotation." msgstr "" ":guilabel:`Vastgestelde herhalingsperiode`: Selecteer een standaardperiode " "uit het vervolgkeuzemenu om te gebruiken als herhalingsperiode voor een " "nieuwe offerte." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:33 msgid "" ":guilabel:`Sale Warnings`: Get warning messages about orders that include " "specific products or customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:35 msgid "" ":guilabel:`PDF Quote builder`: Customize the look of quotations with header " "pages, product descriptions, footer pages, and more." msgstr "" ":guilabel:`PDF Offertebouwer`: Pas het uiterlijk van offertes aan met " "voorbladen, productomschrijvingen, voettekstpagina's en meer." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:37 msgid "" ":guilabel:`Lock Confirmed Sales`: Ensure no further edits can be made to " "confirmed orders." msgstr "" ":guilabel:`Vergrendel bevestigde verkopen`: Zorgt ervoor dat er geen " "wijzigingen meer kunnen worden aangebracht in bevestigde orders." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:38 msgid ":guilabel:`Pro-Forma Invoice`: Send pro-forma invoices to customers." msgstr "" ":guilabel:`Pro-Forma Factuur`: Pro-forma facturen naar klanten sturen." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:40 msgid "" "To activate any of these settings, tick the checkbox beside the desired " "option(s). Then, click :guilabel:`Save`." msgstr "" "Om een van deze instellingen te activeren, vink je het vakje naast de " "gewenste optie(s) aan. Klik vervolgens op :guilabel:`Opslaan`." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:44 msgid "Quotations dashboard" msgstr "Offertes dashboard" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:46 msgid "" "The *Quotations* dashboard is the page that appears when the " ":menuselection:`Sales app` is opened." msgstr "" "Het *Quotations* dashboard is de pagina die verschijnt wanneer de " ":menuselectie:`Verkoop app` wordt geopend." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:48 msgid "" "By default, the :guilabel:`Quotations` dashboard displays all quotations in " "the database related to the current user, as indicated by the default " ":guilabel:`My Quotations` filter present in the search bar." msgstr "" "Standaard toont het :guilabel:`Quotaties` dashboard alle offertes in de " "database die gerelateerd zijn aan de huidige gebruiker, zoals aangegeven " "door het standaard :guilabel:`Mijn Offertes` filter in de zoekbalk." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "The Quotations dashboard present in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:57 msgid "" "To view *all* quotations in the database, remove the :guilabel:`My " "Quotations` filter from the search bar." msgstr "" "Om *alle* citaten in de database te bekijken, verwijder je de " ":guilabel:`Mijn citaten` filter uit de zoekbalk." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:60 msgid "" "Quotations on this page appear in a default list view, but can also be " "viewed in a :icon:`oi-view-kanban` :guilabel:`Kanban` view, :icon:`fa-" "calendar` :guilabel:`Calendar`, :icon:`oi-view-pivot` :guilabel:`Pivot` " "table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` " ":guilabel:`Activity` view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:65 msgid "" "To view and/or modify any listed quotation from the :guilabel:`Quotations` " "dashboard, click on the desired quotation line from the list, and Odoo " "reveals the specific form for that selected quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:70 msgid "Create quotation" msgstr "Offerte aanmaken" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:72 msgid "" "To create a quotation, open the :menuselection:`Sales app`, and click the " ":guilabel:`New` button, located in the upper-left corner of the main " ":guilabel:`Quotations` dashboard." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:76 msgid "" "The :guilabel:`New` button is **only** present if the :guilabel:`Quotations`" " dashboard is in list or Kanban view." msgstr "" "De :guilabel:`Nieuw` knop is **alleen** aanwezig als het " ":guilabel:`Quotaties` dashboard in de lijst- of Kanban-weergave staat." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:79 msgid "" "Clicking the :guilabel:`New` button reveals a blank quotation form, with " "various fields and tabs to configure." msgstr "" "Als je op de :guilabel:`New` knop klikt, verschijnt er een leeg " "offerteformulier met verschillende velden en tabbladen om in te stellen." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "A typical quotation form in the Odoo Sales application." msgstr "Een typisch offerteformulier in de Odoo Sales applicatie." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:86 msgid "" "Begin by entering the customer's name in the :guilabel:`Customer` field at " "the top of the form. This is a **required** field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:89 msgid "" "If the customer's information is already in the database, the " ":guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields auto-" "populate with the saved information for those respective fields, based on " "the data from that customer's contact record (found in the **Contacts** " "application)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:94 msgid "" "If the customer was referred by another customer or contact, enter their " "name in the :guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:97 msgid "" "If a :guilabel:`Referrer` is selected, a new field, :guilabel:`Commission " "Plan` appears, in which a commission can be selected from the drop-down " "menu. This commission is rewarded to the contact selected in the " ":guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:101 msgid "" "Next, if they have not already been auto-populated with the customer's " "information, enter the appropriate addresses in the :guilabel:`Invoice " "Address` and :guilabel:`Delivery Address` fields. Both of these fields are " "**required**." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:105 msgid "" "Then, if desired, choose a :guilabel:`Quotation Template` from the drop-down" " field to apply to this quotation. It should be noted that some additional " "fields may appear, depending on the template selected." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:109 msgid "" "The default date that appears in the :guilabel:`Expiration` field is based " "on the number configured in the :ref:`Default Quotation Validity setting " "` (in :menuselection:`Sales app --> Configuration " "--> Settings`)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:114 msgid "" "When using a quotation template, the date in the :guilabel:`Expiration` " "field is based off the :guilabel:`Quotation Validity` figure on the template" " form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:117 msgid "" "If the quotation is for a recurring product or subscription, select the " "desired :guilabel:`Recurring Plan` from that specific drop-down menu." msgstr "" "Als de offerte betrekking heeft op een terugkerend product of abonnement, " "selecteer dan het gewenste :guilabel:`Terugkerend Plan` uit dat specifieke " "vervolgkeuzemenu." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:120 msgid "" "If desired, select a specific :guilabel:`Pricelist` to be applied to this " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:122 msgid "" "Lastly, select any specific :guilabel:`Payment Terms` to be used for this " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:125 msgid "Order Lines tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:127 msgid "" "The first tab on the quotation form is the :guilabel:`Order Lines` tab." msgstr "" "Het eerste tabblad op het offerteformulier is het :guilabel:`Bestelregels` " "tabblad." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:129 msgid "" "In this tab, select products, and quantities of those products, to add them " "to the quotation." msgstr "" "Op dit tabblad selecteer je producten en hoeveelheden van die producten om " "ze toe te voegen aan de offerte." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:131 msgid "There are two ways to add products to the quotation from this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:133 msgid "" "Click :guilabel:`Add a product`, select the desired item from the " ":guilabel:`Product` drop-down field, and proceed to adjust the quantity of " "that selected product, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:136 msgid "" "Or, click :guilabel:`Catalog` to reveal a separate page, showcasing every " "item (and every potential product variant) in an organized catalog display, " "with items organizable by :guilabel:`Product Category` and " ":guilabel:`Attributes`." msgstr "" "Of klik op :guilabel:`Catalog` om een aparte pagina te openen waarop elk " "item (en elke potentiële productvariant) wordt weergegeven in een " "georganiseerde catalogus, met items die kunnen worden georganiseerd op " ":guilabel:`Productcategorie` en :guilabel:`attributen`." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "A product catalog accessible via a quotation in the Odoo Sales application." msgstr "" "Een productcatalogus die toegankelijk is via een offerte in de Odoo Sales " "applicatie." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:144 msgid "" "From here, simply locate the desired items, click the :icon:`fa-shopping-" "cart` :guilabel:`Add` button on the product card, and adjust the quantity, " "if needed. When complete, click the :guilabel:`Back to Quotation` button in " "the upper-left corner to return to the quotation, where the newly-selected " "catalog items can be found in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:149 msgid "" "If multiple items should be presented in a more organized way on the " "quotation, click :guilabel:`Add a section`, enter a name for the section, " "and drag-and-drop that section heading in the desired location amongst the " "items in the :guilabel:`Order Lines` tab. The section heading appears in " "bold." msgstr "" "Als meerdere items op een meer georganiseerde manier moeten worden " "gepresenteerd op de offerte, klik dan op :guilabel:`Een sectie toevoegen`, " "voer een naam in voor de sectie en sleep die sectiekop naar de gewenste " "locatie tussen de items in het :guilabel:`Bestelregels` tabblad. De " "sectiekop wordt vet weergegeven." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:153 msgid "" "If needed, click :guilabel:`Add a note` beneath a certain product line to " "add a custom note about that specific product. The note appears in italics. " "Then, if needed, proceed to drag-and-drop the note beneath the desired " "product line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:157 msgid "" "Beneath the product lines, there are buttons that can be clicked to apply " "any of the following: :guilabel:`Coupon Code`, :guilabel:`Promotions`, " ":guilabel:`Discount`, and/or :guilabel:`Add shipping`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:162 msgid ":doc:`../products_prices/ewallets_giftcards`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:163 msgid ":doc:`../products_prices/loyalty_discount`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:164 msgid ":doc:`../products_prices/prices/pricing`" msgstr ":doc:`../producten_prijzen/prijzen/prijzen`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:167 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "Optional Products tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:169 msgid "" "Open the :guilabel:`Optional Products` tab to select related products that " "can be presented to the customer, which may result in an increased sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:172 msgid "" "For example, if the customer wants to buy a car, an optional product that " "could be offered is a *Trailer Hitch*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:176 msgid ":doc:`optional_products`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:179 msgid "Other Info tab" msgstr "Tabblad Overige info" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:181 msgid "" "In the :guilabel:`Other Info` tab, there are various quotation-related " "configurations separated into four different sections: :guilabel:`Sales`, " ":guilabel:`Delivery`, :guilabel:`Invoicing`, and :guilabel:`Tracking`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:186 msgid "" "Some fields **only** appear if specific settings and options have been " "configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:189 msgid "Sales section" msgstr "Verkoopgedeelte" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:191 msgid "" "In the :guilabel:`Sales` section of the :guilabel:`Other Info` tab, there " "are sales specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Sales section of the Other Info tab of a quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:198 msgid "" ":guilabel:`Salesperson`: Assign a salesperson from the drop-down menu to be " "associated with this quotation. The user who originally created the " "quotation is selected in this field, by default." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:200 msgid "" ":guilabel:`Sales Team`: Assign a specific sales team to this quotation. If " "the selected :guilabel:`Salesperson` is a member of a sales team, that team " "is auto-populated in the field." msgstr "" ":guilabel:`Verkoopteam`: Wijs een specifiek verkoopteam toe aan deze " "offerte. Als de geselecteerde :guilabel:`verkoper` lid is van een " "verkoopteam, dan wordt dat team automatisch ingevuld in het veld." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:202 msgid "" ":guilabel:`Company`: Select a company from the drop-down menu this quotation" " should be associated with. This field only appears when working in a multi-" "company environment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:204 msgid "" ":guilabel:`Online signature`: Tick this checkbox to request an online " "signature from the customer to confirm the order. This field only appears if" " the *Online Signature* setting has been enabled." msgstr "" ":guilabel:`Online handtekening`: Vink dit selectievakje aan om een online " "handtekening van de klant te vragen om de bestelling te bevestigen. Dit veld" " verschijnt alleen als de instelling *Online handtekening* is ingeschakeld." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:206 msgid "" ":guilabel:`Online payment`: Tick this checkbox, and enter a desired " "percentage in the adjacent field, to request an online payment from the " "customer (for that designated percentage of the total amount) to confirm the" " order. This field only appears if the *Online Payment* setting has been " "enabled." msgstr "" ":guilabel:`Online betaling`: Vink dit selectievakje aan en voer een gewenst " "percentage in het veld ernaast in om de klant te vragen online te betalen " "(voor dat aangegeven percentage van het totaalbedrag) om de bestelling te " "bevestigen. Dit veld verschijnt alleen als de instelling *Online betaling* " "is ingeschakeld." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:210 msgid "" ":guilabel:`Customer Reference`: Enter a custom reference ID for this " "customer. The entered reference ID can contain letters, numbers, or a mix of" " both." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:212 msgid "" ":guilabel:`Tags`: Add specific tags to the quotation for added organization " "and enhanced searchability in the Odoo **Sales** application. Multiple tags " "can be added, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:216 msgid "Delivery section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:218 msgid "" "In the :guilabel:`Delivery` section of the :guilabel:`Other Info` tab, there" " are delivery-specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Delivery section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:225 msgid "" ":guilabel:`Shipping Weight`: Displays the weight of the items being shipped." " This field is not modifiable. Product weight is configured on individual " "product forms." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:227 msgid "" ":guilabel:`Incoterm`: Select an Incoterm (International Commerical Term) to " "use as predefined commerical terms for international transactions." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:229 msgid "" ":guilabel:`Incoterm Location`: If an Incoterm is being used, enter the " "international location in this field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:231 msgid "" ":guilabel:`Shipping Policy`: Select a desired shipping policy from the drop-" "down menu. If all products are delivered at once, the delivery order is " "scheduled, based on the greatest product lead time. Otherwise, it is based " "on the shortest lead time. The available options are: :guilabel:`As soon as " "possible` or :guilabel:`When all products are ready`." msgstr "" ":guilabel:`Verzendbeleid`: Selecteer het gewenste verzendbeleid in het " "vervolgkeuzemenu. Als alle producten in één keer worden geleverd, wordt de " "leveringsvolgorde gepland op basis van de langste levertijd. Anders wordt " "het gebaseerd op de kortste levertijd. De beschikbare opties zijn: " ":guilabel:`Zo snel mogelijk` of :guilabel:`Als alle producten klaar zijn`." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:235 msgid "" ":guilabel:`Delivery Date`: Click into the empty field to reveal a calendar " "popover, from which a customer delivery date can be selected. If no custom " "date is required, refer to the :guilabel:`Expected` date listed to the right" " of that field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:240 msgid "Invoicing section" msgstr "Facturatiegedeelte" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:242 msgid "" "In the :guilabel:`Invoicing` section of the :guilabel:`Other Info` tab, " "there are invoicing specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Invoicing section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:249 msgid "" ":guilabel:`Fiscal Position`: Select a fiscal position to be used to adapt " "taxes and accounts for particular customers or sales orders/invoices. The " "default value comes from the customer. If a selection is made in this field," " an :icon:`fa-refresh` :guilabel:`Update Taxes` clickable link and icon " "appear. When clicked, the taxes for this partiuclar customer and quotation " "are updated. A confirmation window appears, as well." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:254 msgid "" ":guilabel:`Analytic Account`: Select an analytic account to apply to this " "customer/quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:257 msgid "Tracking section" msgstr "Traceergedeelte" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:259 msgid "" "In the :guilabel:`Tracking` section of the :guilabel:`Other Info` tab, there" " are tracking specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Tracking section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:266 msgid "" ":guilabel:`Source Document`: Enter the reference of the document that " "generated the quotation/sales order, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:268 msgid "" ":guilabel:`Opportunity`: Select the specific opportunity (from the **CRM** " "app) related to this quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:270 msgid "" ":guilabel:`Campaign`: Select the marketing campaign related to this " "quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:271 msgid "" ":guilabel:`Medium`: Select the method by which this quotation originated " "(e.g. *Email*), if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:273 msgid "" ":guilabel:`Source`: Select the source of the link used to generate this " "quotation (e.g. *Facebook*), if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:277 msgid ":doc:`../../../websites/website/reporting/link_tracker`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:280 msgid "Notes tab" msgstr "Tabblad Opmerkingen" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:282 msgid "" "In the :guilabel:`Notes` tab of the quotation form, enter any specific " "internal notes about the quotation and/or customer, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:286 msgid "Sending and confirming quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:288 msgid "" "Once all the necessary fields and tabs have been configured, it is time to " "send the quotation to the customer for confirmation. Upon confirmation, the " "quotation turns into an official sales order." msgstr "" "Zodra alle benodigde velden en tabbladen zijn geconfigureerd, is het tijd om" " de offerte ter bevestiging naar de klant te sturen. Na bevestiging " "verandert de offerte in een officiële verkooporder." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:291 msgid "At the top of the form, there is a series of buttons:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:293 msgid "" ":guilabel:`Send by Email`: When clicked, a pop-up window appears with the " "customer's name and email address in the :guilabel:`Recipients` field, the " "quotation (and reference ID) in the :guilabel:`Subject` field, and a brief " "default message in the body of the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:298 #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:306 msgid "" "Below that, a PDF copy of the quotation is attached. When ready, click " ":guilabel:`Send` to send the quotation, via email, to the customer, so they " "can review and confirm it." msgstr "" "Daaronder wordt een PDF van de offerte toegevoegd. Als je klaar bent, klik " "je op :guilabel:`Verstuur` om de offerte via e-mail naar de klant te sturen," " zodat hij deze kan bekijken en bevestigen." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:300 msgid "" ":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the " "*Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window " "appears with the customer's name and email address in the " ":guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in " "the :guilabel:`Subject` field, and a brief default message in the body of " "the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:308 msgid "" ":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the " "status changes to :guilabel:`Sales Order`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:310 msgid "" ":guilabel:`Preview`: When clicked, Odoo reveals a preview of the quotation " "the customer sees when they log into their customer portal. Click the " ":icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of the " "preview page, in the blue banner, to return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:313 msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:316 msgid "" "If the *Lock Confirmed Sales* setting is enabled, the sales order becomes " ":guilabel:`Locked`, and is indicated as such on the sales order form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:319 msgid "" "At this point, the quotation has been confirmed, turned into a sales order, " "and is now ready to be invoiced and paid for." msgstr "" "Op dit moment is de offerte bevestigd, omgezet in een verkooporder en klaar " "om gefactureerd en betaald te worden." #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:322 msgid "" "For more information about invoicing, refer to the :doc:`Invoice based on " "delivered or ordered quantities <../invoicing/invoicing_policy>`" msgstr "" "Raadpleeg voor meer informatie over facturatie de :doc:`Factureren op basis " "van geleverde of bestelde hoeveelheden <../facturatie/infacturatie_beleid>`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:326 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99 msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:327 msgid ":doc:`deadline`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:258 msgid ":doc:`get_signature_to_validate`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:329 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:259 msgid ":doc:`get_paid_to_validate`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:330 msgid ":doc:`pdf_quote_builder`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:331 msgid ":doc:`../invoicing/proforma`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:3 msgid "Quotation deadlines" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:5 msgid "" "In the Odoo *Sales* application, it is possible to set deadlines on sales " "quotations. Doing so encourages customers to act quickly during sales " "negotiations, for they might fear for missing out on a good deal. As well, " "deadlines also can also act as protection for a company in case an order has" " to be fulfilled at a price that is no longer profitable for the business." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:13 msgid "" "In Odoo *Sales*, there's the option to add an expiration date to a " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:15 msgid "" "To add an expiration date to a quotation, navigate to :menuselection:`Sales " "app`, and select a desired quotation, or create a new one by clicking " ":guilabel:`New`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:18 msgid "" "On the quotation form, click the :guilabel:`Expiration` field to reveal a " "pop-up calendar. From this pop-up calendar, select the desired month and " "date as the expiration date for the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "Het vervalveld op een standaardofferteformulier in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:26 msgid "" "By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly " "displays when that specific offer expires." msgstr "" "Door op de :guilabel:`Preview` knop op een offerte te klikken, laat Odoo " "duidelijk zien wanneer die specifieke aanbieding verloopt." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:36 msgid "" "The Odoo *Sales* application also makes it possible to add a deadline " "expiration date to quotation templates." msgstr "" "De Odoo *Sales* applicatie maakt het ook mogelijk om een vervaldatum toe te " "voegen aan offertesjablonen." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:39 msgid "" "To add a deadline expiration date to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`, and " "either select the desired quotation template to which a deadline should be " "added, or click :guilabel:`New` to build a new quotation template from " "scratch." msgstr "" "Om een vervaldatum voor een deadline toe te voegen aan een offertesjabloon, " "navigeer je naar :menuselectie:`Verkoop app --> Configuratie --> " "Offertesjablonen`, en selecteer je de gewenste offertesjabloon waaraan een " "deadline moet worden toegevoegd, of klik je op :guilabel:`Nieuw` om een " "nieuwe offertesjabloon te maken." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:43 msgid "" "On the quotation template form, add a specific number of days to the " ":guilabel:`Quotation expires after` field, located beneath the quotation " "template name. The number of days represents how long the quotation will be " "valid for, before it expires." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "" "Het offerte verloopt na veld op een offertesjabloonformulier in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:51 msgid "" "Then, whenever that specific quotation template is used in a quote, an " "expiration date is automatically calculated, based on the number of days " "designated above. However, this date can be overwritten before sending the " "quotation to the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:56 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:274 msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`" msgstr ":doc:`/applicaties/verkoop/verkoop_offertes/offerte_template`" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3 msgid "Deliveries and invoices to different addresses" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5 msgid "" "People and businesses often use separate addresses for billing (invoicing) " "and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can " "have different specified addresses for delivery and invoicing." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12 msgid "" "To properly utilize multiple addresses in Odoo, go to " ":menuselection:`Accounting app --> Configuration --> Settings`, and scroll " "down to the :guilabel:`Customer Invoices` heading. Then, tick the checkbox." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Activate the Customer Addresses setting." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23 msgid "Contact form configuration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:25 msgid "" "To add multiple addresses to a contact, go to :menuselection:`Sales app --> " "Orders --> Customers`, and clear any default filters from the search bar. " "Then, click on the desired customer to open their contact form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:32 msgid "" "From the contact form, click :guilabel:`Edit`, and then select " ":guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses`" " tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which " "additional addresses can be configured." msgstr "" "Klik in het contactformulier op :guilabel:`Bewerken` en selecteer vervolgens" " :guilabel:`Toevoegen`, dat zich onder het tabblad :guilabel:`Contacten & " "Adressen` bevindt. Hierdoor verschijnt er een :guilabel:`Contact aanmaken` " "pop-up formulier waarin extra adressen kunnen worden geconfigureerd." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "Voeg een contact/adres toe aan het contactformulier." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:40 msgid "" "On the :guilabel:`Create Contact` pop-up form, start by clicking the default" " :guilabel:`Other Address` field to reveal a drop-down menu of address-" "related options." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "Select any of the following options:" msgstr "Selecteer een van de volgende opties:" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45 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/sales/sales/send_quotations/different_addresses.rst:46 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/sales/sales/send_quotations/different_addresses.rst:47 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/sales/sales/send_quotations/different_addresses.rst:48 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/sales/sales/send_quotations/different_addresses.rst:49 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/sales/sales/send_quotations/different_addresses.rst:51 msgid "" "Once an option is selected, proceed to enter the corresponding contact " "information that should be used for the specified address type." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "Maak een nieuw contact/adres aan op een contactformulier." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:58 msgid "" "Then, click :guilabel:`Save & Close` to save the address and close the " ":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " "the address and immediately input another one." msgstr "" "Klik vervolgens op :guilabel:`Opslaan & Sluiten` om het adres op te slaan en" " het venster :guilabel:`Contact aanmaken` te sluiten. Of klik op " ":guilabel:`Opslaan & Nieuw` om het adres op te slaan en meteen een ander " "adres in te voeren." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62 msgid "Address added to quotations" msgstr "Adres toegevoegd aan citaten" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:64 msgid "" "When a customer is added to a quotation, the :guilabel:`Invoice Address` and" " :guilabel:`Delivery Address` fields autopopulate with the corresponding " "addresses specified on the customer's contact form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:72 msgid "" "The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be" " edited directly from the quotation by clicking the :guilabel:`Edit` button," " and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons " "next to each address line." msgstr "" "De :guilabel:`Factuuradres` en :guilabel:`Leveringsadres` kunnen ook direct " "vanuit de offerte worden bewerkt door op de :guilabel:`Bewerken` knop te " "klikken en vervolgens op de :guilabel:`➡️ (pijl naar rechts)` interne link " "knoppen naast elke adresregel." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:76 msgid "" "These addresses can be updated at any time to ensure accurate invoicing and " "delivery." msgstr "" "Deze adressen kunnen op elk moment worden bijgewerkt om een nauwkeurige " "facturering en levering te garanderen." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:79 msgid "" "If any changes are made on a form in Odoo, include *Contacts* forms, " "remember to click :guilabel:`Save` to save the changes to the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Online payment order confirmation" msgstr "Bevestiging van online betaling" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online payment, directly on a sales order. Once the sales " "order is electronically paid for by the customer, the salesperson attached " "to the sales order is instantly notified that the order is confirmed." msgstr "" "De Odoo *Sales* applicatie biedt klanten de mogelijkheid om orders te " "bevestigen, via een online betaling, direct op een verkooporder. Zodra de " "verkooporder elektronisch is betaald door de klant, krijgt de verkoper die " "aan de verkooporder is gekoppeld direct bericht dat de order is bevestigd." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "Online betalingen activeren" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 msgid "" "In order to have customers confirm orders with an online payment, the " "*Online Payment* setting **must** be activated." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15 msgid "" "To activate the *Online Payment* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, check the box next to the :guilabel:`Online Payment` " "feature, and click :guilabel:`Save`." msgstr "" "Om de functie *Online betaling* te activeren, ga je naar " ":menuselectie:`Verkoop app --> Configuratie --> Instellingen`, scroll je " "naar het kopje :guilabel:`Quotaties &Bestellingen`, vink je het vakje naast " "de functie :guilabel:`Online betaling` aan en klik je op " ":guilabel:`Opslaan`." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting in the Odoo Sales application." msgstr "De instelling voor online betalen in de Odoo Sales applicatie." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23 msgid "" "Beneath the :guilabel:`Online Payment` option on the *Sales* " ":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` " "field. In this field, there's the option to add a specific number of days " "for quotations to remain valid by default." msgstr "" "Onder de :guilabel:`Online betaling` optie op de *Verkoop* " ":guilabel:`Instellingen` pagina staat een :guilabel:`Standaard geldigheid " "offerte` veld. In dit veld kun je een bepaald aantal dagen toevoegen waarop " "offertes standaard geldig moeten blijven." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27 msgid "" "To enable this feature on a standard quotation, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field, on the :guilabel:`Other Info` tab." msgstr "" "Om deze functie in te schakelen op een standaardofferte, klik je op het " "selectievakje voor de optie :guilabel:`Betaling` in het veld " ":guilabel:`Online bevestiging` op het tabblad :guilabel:`Overige info`." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on a standard quotation in Odoo Sales." msgstr "" "De instelling voor online betalen op een standaardofferte in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 msgid "" "To enable this feature on a quotation template, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field of the quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on quotation template forms in Odoo Sales." msgstr "De instelling voor online betaling op offertesjablonen in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 #: ../../content/applications/sales/subscriptions/payment_providers.rst:5 msgid "Payment providers" msgstr "Betaalproviders" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45 msgid "" "After activating the :guilabel:`Online Payment` feature, a link to configure" " :guilabel:`Payment Providers` appears beneath it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48 msgid "" "Clicking that link reveals a separate :guilabel:`Payment Providers` page, in" " which a large variety of payment providers can be enabled, customized, and " "published." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "Payment providers page in Odoo Sales." msgstr "Pagina met betalingsproviders in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91 msgid ":doc:`../../../finance/payment_providers`" msgstr ":doc:`../../../finance/payment_providers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59 msgid "Register a payment" msgstr "Registreer een betaling" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61 msgid "" "After opening quotations in their customer portal, customers can click " ":guilabel:`Accept \\& Pay` to confirm their order with an online payment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The accept and pay button on an online quotation in Odoo Sales." msgstr "De accepteren en betalen knop op een online offerte in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68 msgid "" "After clicking :guilabel:`Accept \\& Pay`, customers are presented with " ":guilabel:`Validate Order` pop-up window containing different options for " "them to make online payments, in the :guilabel:`Pay with` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "How to register a payment on a validate order pop-up window in Odoo Sales." msgstr "" "Hoe registreer je een betaling in een pop-upvenster voor het valideren van " "een bestelling in Odoo Sales?" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77 msgid "" "Odoo will **only** offer payment options on the :guilabel:`Validate Order` " "pop-up window that have been published and configured on the " ":guilabel:`Payment Providers` page." msgstr "" "Odoo zal **alleen** betalingsopties aanbieden op het :guilabel:`Bestelling " "valideren` pop-up venster die zijn gepubliceerd en geconfigureerd op de " ":guilabel:`Betalingsaanbieders` pagina." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80 msgid "" "Once the customer selects their desired method of payment, they will click " "the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo " "instantly notifies the assigned salesperson upon order confirmation with an " "online payment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "Sample of notification that appears in the chatter when an online payment is" " made." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "Online handtekeningen voor orderbevestigingen" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online signature, directly on the sales order. Once the sales" " order is electronically signed by the customer, the salesperson attached to" " the sales order is instantly notified that the order is confirmed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "Online handtekeningen activeren" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13 msgid "" "In order to have customers confirm orders with an online signature, the " "*Online Signature* feature **must** be activated." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16 msgid "" "To activate the *Online Signature* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, and activate the :guilabel:`Online Signature` feature by " "checking the box beside it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "" "The Online Signature feature option in the Settings of the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24 msgid "Then, click the :guilabel:`Save` button in the top-left corner." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27 msgid "" "When making a quotation template, the online signature feature is the " ":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`" " field of the quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The Online confirmation signature option found on every quotation template " "in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34 msgid "" "On standard quotations, the online signature feature is the " ":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab " "of the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The online signature feature option in the Other Info tab of a quotation " "form in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42 msgid "Order confirmations with online signatures" msgstr "Orderbevestigingen met online handtekeningen" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44 msgid "" "When clients access quotations online through their customer portal, there's" " a :guilabel:`Sign \\& Pay` button directly on the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Sign and Pay button present on online quotations in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51 msgid "" "When clicked, a :guilabel:`Validate Order` pop-up window appears. In this " "pop-up window, the :guilabel:`Full Name` field is auto-populated, based on " "the contact information in the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Validate Order pop-up window for online signatures in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58 msgid "" "Then, customers have the option to enter an online signature with any of the" " following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`." msgstr "" "Vervolgens hebben klanten de mogelijkheid om een online handtekening in te " "voeren met een van de volgende opties: :guilabel:`Auto`, " ":guilabel:`Tekenen`, of :guilabel:`Laden`." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61 msgid "" ":guilabel:`Auto` lets Odoo automatically generate an online signature based " "on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets" " the customer use the cursor to create a custom signature directly on the " "pop-up window. And :guilabel:`Load` lets the customer upload a previously-" "created signature file from their computer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66 msgid "" "After the customer has chosen any of the three previously mentioned " "signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`)," " they will click the :guilabel:`Accept \\& Sign` button." msgstr "" "Nadat de klant een van de drie eerder genoemde handtekeningopties heeft " "gekozen (:guilabel:`Auto`, :guilabel:`Tekenen` of :guilabel:`Laden`), klikt " "hij op de knop :guilabel:`Accepteren en ondertekenen`." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70 msgid "" "When :guilabel:`Accept \\& Sign` is clicked, the various payment method " "options become available for them to choose from (if the *online payment* " "option applies to this quotation)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73 msgid "" "Then, when the quotation is paid and confirmed, a delivery order is " "automatically created (if the Odoo *Inventory* app is installed)." msgstr "" "Als de offerte is betaald en bevestigd, wordt er automatisch een " "leveringsorder aangemaakt (als de Odoo *Inventory* app is geïnstalleerd)." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5 msgid "" "The use of optional products is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " "useful and related products to customers, which may result in an increased " "sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " "Presenting the choice to purchase optional products enhances the customer " "experience." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "Optionele producten op offertes" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16 msgid "" "With the Odoo *Sales* application, it is possible to add or modify optional " "products directly on quotations by navigating to the :guilabel:`Optional " "Products` tab on a quotation form." msgstr "" "Met de Odoo *Sales* applicatie is het mogelijk om optionele producten direct" " toe te voegen of te wijzigen op offertes door te navigeren naar het " ":guilabel:`Optionele Producten` tabblad op een offerteformulier." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23 msgid "" "To add an optional product(s) to a quotation, click :guilabel:`Add a " "product` in the :guilabel:`Optional Products` tab of a quotation. Doing so " "reveals a blank field in the :guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " "product to the quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the field, and the option appears in the drop-down menu. Then, " "select that desired product to add it to the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36 msgid "" "When a product is added, the default :guilabel:`Quantity` is `1`, but that " "can be edited at any time." msgstr "" "Wanneer een product wordt toegevoegd, is de standaard " ":guilabel:`Hoeveelheid` `1`, maar dat kan op elk moment worden aangepast." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42 msgid "" "Click the :guilabel:`Preview` button, located in the upper-left corner of " "the quotation, to reveal a preview of the quotation customers would receive," " via email, along with the optional products they can potentially add to " "their order, located in the :guilabel:`Options` section." msgstr "" "Klik op de knop :guilabel:`Bekijken` linksboven in de offerte om een " "voorbeeld te zien van de offerte die klanten per e-mail ontvangen, samen met" " de optionele producten die ze aan hun bestelling kunnen toevoegen in het " "gedeelte :guilabel:`Opties`." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "Preview your quotations on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50 msgid "" "Customers are able to add different optional products to an order by " "clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the" " optional product line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53 msgid "" "If a customer selects optional products, these are automatically added to " "the quotation managed by the salesperson." msgstr "" "Als een klant optionele producten selecteert, worden deze automatisch " "toegevoegd aan de offerte die de verkoper beheert." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56 msgid "" "When the customer adds an optional product(s) to an order, the salesperson " "is instantly notified about the change, along with any other change the " "customer makes to an order. This allows salespeople to stay up-to-date with " "everything related to an order in the backend of the *Sales* application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62 msgid "Optional products on quotation templates" msgstr "Optionele producten op offertesjablonen" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65 msgid "" "Be sure to review the :doc:`quote_template` documentation to better " "understand how quotation templates work before reading the following " "information." msgstr "" "Zorg ervoor dat je de :doc:`quote_template` documentatie doorleest om beter " "te begrijpen hoe offertesjablonen werken voordat je de volgende informatie " "leest." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68 msgid "" "For quotation templates, just like a typical quotation form, there is also " "an :guilabel:`Optional Products` tab, wherein related products or services " "can be added to a quotation template." msgstr "" "Voor offertesjablonen is er, net als bij een doorsnee offerteformulier, ook " "een :guilabel:`Optional Products` tab, waarin gerelateerde producten of " "diensten kunnen worden toegevoegd aan een offertesjabloon." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71 msgid "" "To add optional products to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, " "either select an existing quotation template to edit, or create a new one by" " clicking :guilabel:`New`." msgstr "" "Om optionele producten aan een offertesjabloon toe te voegen, ga je naar " ":menuselection:`Verkoop app --> Configuratie --> Offertesjablonen`. " "Selecteer vervolgens een bestaande offertesjabloon om te bewerken of maak " "een nieuwe aan door op :guilabel:`Nieuw` te klikken." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75 msgid "" "On the quotation template form, click the :guilabel:`Optional Products` tab." " Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, " "and select the desired product to add as an optional product to the " "quotation template." msgstr "" "Klik op het offertesjabloonformulier op het tabblad :guilabel:`Optionele " "producten`. Klik onder het tabblad :guilabel:`Optionele producten` op " ":guilabel:`Een regel toevoegen` en selecteer het gewenste product om toe te " "voegen als optioneel product aan de offertesjabloon." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83 msgid "" "The products added in the :guilabel:`Optional Products` tab are present in " "the quotation, by default, whenever that particular quotation template is " "used. These products can be removed, and additional products can be added, " "before the quotation is sent to a customer." msgstr "" "De producten die zijn toegevoegd in het :guilabel:`Optionele Producten` " "tabblad zijn standaard aanwezig in de offerte wanneer die bepaalde " "offertesjabloon wordt gebruikt. Deze producten kunnen worden verwijderd en " "extra producten kunnen worden toegevoegd voordat de offerte naar een klant " "wordt gestuurd." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88 msgid "" "It's best to offer optional products that would encourage a customer to add " "additional items to their order, or entice them to purchase a more expensive" " version of their initially selected product." msgstr "" "Het is het beste om optionele producten aan te bieden die een klant " "aanmoedigen om extra items aan hun bestelling toe te voegen, of hen " "verleiden om een duurdere versie van hun in eerste instantie gekozen product" " te kopen." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92 msgid "" "For example, if a customer purchases a wooden chair, some optional products " "could be: a warranty on that chair and/or a wooden chair with leather seats." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96 msgid "" "There is no limit to how many optional products can be added to a quotation " "template." msgstr "" "Er is geen limiet aan het aantal optionele producten dat aan een " "offertesjabloon kan worden toegevoegd." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "Productvarianten op offertes en verkooporders" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Before getting into detail about how to use product variants on quotations " "and sales orders, it's recommended to learn about " ":doc:`../products_prices/products/variants` in Odoo." msgstr "" "Voordat je in detail treedt over hoe je productvarianten kunt gebruiken op " "offertes en verkooporders, is het aan te raden om meer te leren over " ":doc:`../products_prices/products/variants` in Odoo." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8 msgid "" "Once familiarized with the basics surrounding product variants, the " "following covers how product variants can be added to quotations and sales " "orders using the *product configurator* or *order grid entry*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13 msgid "" "It should be noted that the setting is titled, *Variant Grid Entry* on the " "*Sales* app settings page, and titled, *Order Grid Entry* on product forms. " "So, be sure to keep that in mind." msgstr "" "Opgemerkt moet worden dat de instelling is getiteld, *Variant Grid Entry* op" " de *Sales* app instellingenpagina, en getiteld, *Order Grid Entry* op " "productformulieren. Houd daar dus rekening mee." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19 msgid "" "When working with product variants, Odoo uses the product configurator, by " "default. To add the variant grid entry option, that feature **must** be " "enabled in the Odoo *Sales* application. The variant grid entry option " "provides a pop-up window on the quotation/sales order to simplify the " "variant selection process." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24 msgid "" "To enable that setting, go to :menuselection:`Sales app --> Configuration " "--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, " "check the box next to the :guilabel:`Variant Grid Entry` option, and click " ":guilabel:`Save`." msgstr "" "Om deze instelling in te schakelen, ga je naar :menuselection:`Verkoop app " "--> Configuratie --> Instellingen`, en scroll je naar het " ":guilabel:`Productcatalogus` gedeelte. Schakel vervolgens het selectievakje " "naast de optie :guilabel:`Variant rasterinvoer` in en klik op " ":guilabel:`Opslaan`." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "" "De instelling voor het invoeren van het variantenraster in de Odoo Sales " "applicatie." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33 msgid "" "Of course, the :guilabel:`Variants` feature **must** also be activated, in " "order to use product variants on quotations and sales orders." msgstr "" "Natuurlijk moet de :guilabel:`Varianten` functie **ook** geactiveerd zijn om" " productvarianten te gebruiken op offertes en verkooporders." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "Product configuratie" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 msgid "" "Once the :guilabel:`Variant Grid Entry` setting is enabled, both options " "(*Product Configurator* and *Order Grid Entry*) become available on every " "product form." msgstr "" "Zodra de instelling :guilabel:`Variant Rasterinvoer` is ingeschakeld, worden" " beide opties (*Productconfigurator* en *bestelrasterinvoer*) beschikbaar op" " elk productformulier." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 msgid "" "To configure a product form to use either a product configurator or variant " "grid entry, start by navigating to :menuselection:`Sales app --> Products " "--> Products` to view all the products in the database." msgstr "" "Om een productformulier zo te configureren dat het gebruik maakt van een " "productconfigurator of variantenraster, navigeer je eerst naar " ":menuselection:`Verkoop app --> Producten --> Producten` om alle producten " "in de database te bekijken." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46 msgid "" "Then, select the desired product to configure, or click :guilabel:`New`, to " "create a new product from scratch. Once on the product form, click into the " ":guilabel:`Attributes \\& Variants` tab, where product variants can be " "viewed, modified, and added." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50 msgid "" "At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a " ":guilabel:`Sales Variant Selection` section with two options: " ":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`." msgstr "" "Onderaan het tabblad :guilabel:`Attributen & Varianten` staat een " ":guilabel:`Verkoopvariant selecteren` gedeelte met twee opties: " ":guilabel:`Productconfigurator` en :guilabel:`Order Grid Entry`." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55 msgid "" "It should be noted that these options **only** appear if at least two values" " of an attribute have been added to the record." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Sales variant selection options on the attributes and variants tab on " "product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" "These options determine which method is used when adding product variants to" " quotations or sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65 msgid "" "The :guilabel:`Product Configurator` provides a pop-up window that neatly " "displays all the available product variants for that particular product when" " it's added to a quotation. However, only one variant can be selected/added " "at a time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69 msgid "" "The :guilabel:`Order Grid Entry` provides the same information as the " ":guilabel:`Product Configurator` in a table layout, allowing the user to " "select larger numbers of unique product variants, and add them to a " "quotation/sales order, in a single view." msgstr "" "De :guilabel:`Order Grid Entry` biedt dezelfde informatie als de " ":guilabel:`Product Configurator` in een tabellay-out, waardoor de gebruiker " "grotere aantallen unieke productvarianten kan selecteren en deze in één " "enkele weergave kan toevoegen aan een offerte/verkooporder." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "Product configurator" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76 msgid "" "The product configurator feature appears as a :guilabel:`Configure` pop-up " "window, as soon as a product with (at least two) variants is added to a " "quotation or sales order, but **only** if the :guilabel:`Product " "Configurator` option is selected on its product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The product configurator pop-up window that appears on a quotation or sales " "order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85 msgid "" "This :guilabel:`Configure` pop-up window also appears if the " ":guilabel:`Order Grid Entry` setting is **not** activated, as it is the " "default option Odoo uses when dealing with product variants on quotations " "and/or sales orders." msgstr "" "Dit :guilabel:`Configure` pop-upvenster verschijnt ook als de " ":guilabel:`Order Grid Entry` instelling **niet** is geactiveerd, omdat dit " "de standaardoptie is die Odoo gebruikt bij het omgaan met productvarianten " "op offertes en/of verkooporders." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 msgid "" "The :guilabel:`Product Configurator` option lets salespeople choose exactly " "which product variant to add to the quotation or sales order using a format " "similar to online shopping." msgstr "" "Met de optie :guilabel:`Productconfigurator` kunnen verkopers precies kiezen" " welke productvariant ze aan de offerte of verkooporder willen toevoegen met" " behulp van een indeling die lijkt op online winkelen." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "Invoer bestelrooster" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 msgid "" "The order grid entry feature appears as a :guilabel:`Choose Product " "Variants` pop-up window, as soon as a product with (at least two) variants " "is added to a quotation or sales order, but **only** if the :guilabel:`Order" " Grid Entry` option is selected on its product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The choose product variants pop-up window that appears on a quotation in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 msgid "" "The :guilabel:`Choose Product Variants` pop-up window features all the " "variant options for that particular product. From this pop-up window, the " "salesperson can designate how many of each variant they'd like to add to the" " quotation/sales order at once." msgstr "" "Het :guilabel:`Kies productvarianten` pop-upvenster toont alle variantopties" " voor dat specifieke product. Vanuit dit pop-upvenster kan de verkoper " "aangeven hoeveel varianten hij in één keer aan de offerte/verkooporder wil " "toevoegen." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107 msgid "" "When all the desired quantities and variants have been selected, the " "salesperson simply clicks :guilabel:`Confirm`, and those orders are " "instantly added to the quotation/sales order in the :guilabel:`Order Lines` " "tab." msgstr "" "Als alle gewenste hoeveelheden en varianten zijn geselecteerd, klikt de " "verkoper eenvoudigweg op :guilabel:`Bevestigen`, en deze orders worden " "direct toegevoegd aan de offerte/verkooporder in het tabblad " ":guilabel:`Orderregels`." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Populated order lines tab after order grid entry has been chosen to select " "products." msgstr "" "Tabblad met ingevulde orderregels nadat de invoer in het orderraster is " "gekozen om producten te selecteren." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116 msgid ":doc:`../products_prices/products/variants`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3 msgid "PDF quote builder" msgstr "PDF offerte bouwer" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5 msgid "" "The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send " "customers a fully customized PDF file for quotes, showcasing the company and" " products, with various information and design elements, instead of just " "showing the price and total." msgstr "" "De *PDF Quote Builder* in Odoo *Sales* biedt de mogelijkheid om klanten een " "volledig aangepast PDF-bestand voor offertes te sturen, waarin het bedrijf " "en de producten worden getoond, met verschillende informatie en " "ontwerpelementen, in plaats van alleen de prijs en het totaal." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9 msgid "" "The PDF Quote Builder groups header pages, product descriptions, the " "price(s), and footer pages to create a detailed quote. It can also inject " "dynamic texts or custom notes in the PDF to personalize the offer for the " "customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13 msgid "" "Having a customized PDF in quotes provides a heightened conclusion to the " "shopping experience for customers, and adds an elegant level of " "professionalism to a company." msgstr "" "Het hebben van een aangepaste PDF in offertes zorgt voor een verhoogde " "afronding van de winkelervaring voor klanten en voegt een elegant niveau van" " professionaliteit toe aan een bedrijf." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17 msgid "" "`Odoo Quick Tips - Create a PDF quote [video] " "`_" msgstr "" "`Odoo Snelle Tips - Maak een PDF offerte [video] " "`_" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:20 msgid "" "It is recommended to edit PDF forms with Adobe software. The form fields on " "the header and footer PDF templates are necessary to get dynamic values with" " Odoo." msgstr "" "Het wordt aanbevolen om PDF formulieren te bewerken met Adobe software. De " "formuliervelden op de kop- en voettekst PDF sjablonen zijn nodig om " "dynamische waarden te krijgen met Odoo." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:26 msgid "" "In order to add custom PDF files for quotes, the :guilabel:`PDF Quote " "builder` feature *must* be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:29 msgid "" "To do that, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. Then, on the :guilabel:`Settings` page, scroll to the " ":guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote" " builder` feature." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:34 msgid "Add PDF as Header/Footer" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:36 msgid "" "In Odoo *Sales*, it's possible to add a custom PDF that can be used either " "as a header or a footer. When the PDF quote builder is activated in a " "quotation, you can then select as many headers and footers as you wish to " "use, these PDF will then also be inserted in the final PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:40 msgid "" "To add a custom PDF as header or footer, start by navigating to " ":menuselection:`Sales app --> Configuration --> Headers/Footers`. From this " "page, either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:44 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:173 msgid "" "Clicking :guilabel:`Upload` instantly provides the opportunity to upload the" " desired document. Then, the document can be further configured on the " "document card, or by clicking the three dots icon in the top right corner of" " the document card, and then clicking :guilabel:`Edit`." msgstr "" "Als je op :guilabel:`Upload` klikt, kun je direct het gewenste document " "uploaden. Vervolgens kan het document verder worden geconfigureerd op de " "documentkaart of door op het pictogram met de drie puntjes in de " "rechterbovenhoek van de documentkaart te klikken en vervolgens op " ":guilabel:`Bewerken`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:48 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:177 msgid "" "Clicking :guilabel:`New` reveals a blank documents form, in which the " "desired PDF can be uploaded via the :guilabel:`Upload your file` button on " "the form, located in the :guilabel:`File Content` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:52 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:185 msgid "" "Various information and configurations related to the uploaded document can " "be modified here." msgstr "" "Verschillende informatie en configuraties met betrekking tot het geüploade " "document kunnen hier worden gewijzigd." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:187 msgid "" "The first field on the documents form is for the :guilabel:`Name` of the " "document, and it is grayed-out (not clickable) until a document is uploaded." " Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated " "with the name of the PDF, and it can then be edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:58 msgid "" "Then, in the :guilabel:`Document Type` field, click the drop-down menu, and " "select either: :guilabel:`Header`, or :guilabel:`Footer` to define whether " "these files would be selectable to be at the beginning or at the end of your" " quote." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62 msgid "" "Under this, in the :guilabel:`Quotation Templates` section, you can restrict" " this PDF to some quotation templates only." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66 msgid "" "Alternatively, you can also navigate to :menuselection:`Sales app --> " "Configuration --> Quotation Templates`, select a template and directly " ":guilabel:`Add` or :guilabel:`Upload` a PDF to it in the :guilabel:`Quote " "Builder` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70 msgid "" "Lastly, beside the :guilabel:`File Content` field, you have the possibility " "to :guilabel:`Configure dynamic fields`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74 msgid "Dynamic text in PDFs" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76 msgid "" "While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-" "fill the PDF content with information related to the quote from the Odoo " "database, like names, prices, etc." msgstr "" "Als je aangepaste PDF's maakt voor offertes, gebruik dan *dynamische tekst* " "voor Odoo om de inhoud van de PDF automatisch te vullen met informatie over " "de offerte uit de Odoo database, zoals namen, prijzen, enz." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:79 msgid "" "Dynamic text values are form components (text inputs) that can be added in a" " PDF file, and Odoo automatically fills those values in with information " "related to the quote." msgstr "" "Dynamische tekstwaarden zijn formuliercomponenten (tekstinvoer) die kunnen " "worden toegevoegd in een PDF-bestand en Odoo vult deze waarden automatisch " "in met informatie over de offerte." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:83 msgid "Dynamic text values" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:85 msgid "" "Below are common dynamic text values used in custom PDFs that are already " "mapped to the correct fields, and what they represent." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88 msgid "For headers and footers PDF:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90 msgid ":guilabel:`name`: Sales Order Reference" msgstr ":guilabel:`naam`: Referentie verkooporder" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91 msgid ":guilabel:`partner_id__name`: Customer Name" msgstr ":guilabel:`partner_id__name`: Naam klant" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92 msgid ":guilabel:`user_id__name`: Salesperson Name" msgstr ":guilabel:`user_id__name`: Naam verkoper" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93 msgid ":guilabel:`amount_untaxed`: Untaxed Amount" msgstr ":guilabel:`bedrag_onbelast`: Onbelast bedrag" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94 msgid ":guilabel:`amount_total`: Total Amount" msgstr ":guilabel:`bedrag_totaal`: Totaal bedrag" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:95 msgid ":guilabel:`delivery_date`: Delivery Date" msgstr ":guilabel:`delivery_date`: Leveringsdatum" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:96 msgid ":guilabel:`validity_date`: Expiration Date" msgstr ":guilabel:`geldigheids_datum`: Vervaldatum" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97 msgid ":guilabel:`client_order_ref`: Customer Reference" msgstr ":guilabel:`client_order_ref`: Klantreferentie" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:100 msgid "For product PDF:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:102 msgid ":guilabel:`description`: Product Description" msgstr ":guilabel:`beschrijving`: Productbeschrijving" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:103 msgid ":guilabel:`quantity`: Quantity" msgstr ":guilabel:`kwantiteit`: Hoeveelheid" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:104 msgid ":guilabel:`uom`: Unit of Measure (UoM)" msgstr ":guilabel:`uom`: Meeteenheid (UoM)" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:105 msgid ":guilabel:`price_unit`: Price Unit" msgstr ":guilabel:`prijs_eenheid`: Prijseenheid" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:106 msgid ":guilabel:`discount`: Discount" msgstr ":guilabel:`korting`: Korting" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:107 msgid ":guilabel:`product_sale_price`: Product List Price" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108 msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:109 msgid ":guilabel:`tax_excl_price`: Tax Excluded Price" msgstr ":guilabel:`tax_excl_price`: Prijs exclusief belasting" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:110 msgid ":guilabel:`tax_incl_price`: Tax Included Price" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:112 msgid "" "After uploading a PDF, you can then :guilabel:`Configure dynamic fields`. " "This will allow you to map any field name found in your PDF to the field you" " want to show by writing down any existing path. Headers and footers starts " "from the current :guilabel:`sale_order` model, whereas product document " "follows their path from their :guilabel:`sale_order_line`. Leaving that path" " empty allows you to fill a custom notes, directly from the specific quote " "that requires it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:120 msgid "" "When a PDF is built, it's best practice to use common dynamic text values " "(:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the " "database, Odoo auto-populates those fields with the information from their " "respective fields." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:124 msgid "" "In this case, Odoo would auto-populate the Sales Order Reference in the " ":guilabel:`name` dynamic text field, and the Customer Name in the " ":guilabel:`partner_id_name` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "PDF quote being built using common dynamic placeholders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:131 msgid "" "Once the PDF file(s) are complete, save them to the computer's hard drive, " "and proceed to upload them to Odoo via :menuselection:`Sales app --> " "Configuration --> Headers/Footers`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:135 msgid "" "When uploading PDF containing the form field " ":guilabel:`invoice_partner_country`, which is an information available in " "the sales order, configure the :guilabel:`path` of the :guilabel:`Form Field" " Name` to: - :guilabel:`partner_invoice_id.country_id.name` for a header or " "footer document - :guilabel:`order_id.partner_invoice_id.country_id.name` " "for a product document fills the form with the invoice partner country's " "name when the PDF is built." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:143 msgid "" "When uploading any PDF containing the form field :guilabel:`custom_note`, " "leaving the :guilabel:`path` empty allows the seller to write down any note " "where that form field is in that document and shown when the PDF is built." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:148 msgid "Add PDF to product" msgstr "PDF toevoegen aan product" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:150 msgid "" "In Odoo *Sales*, it's also possible to add a custom PDF to a product form. " "When a PDF is added to a product, and that product is used in a quotation, " "that PDF is also inserted in the final PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153 msgid "" "To add a custom PDF to a product, start by navigating to " ":menuselection:`Sales app --> Products --> Products`, and select the desired" " product to which a custom PDF should be added." msgstr "" "Om een aangepaste PDF aan een product toe te voegen, ga je eerst naar " ":menuselectie:`Verkoop app --> Producten --> Producten` en selecteer je het " "gewenste product waaraan een aangepaste PDF moet worden toegevoegd." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:157 msgid "" "A document could also be added to a product variant, instead of a product. " "If there are documents on a product *and* on its variant, **only** the " "documents in the variant are shown." msgstr "" "Een document kan ook worden toegevoegd aan een productvariant, in plaats van" " aan een product. Als er documenten zijn op een product *en* op zijn " "variant, dan worden **alleen** de documenten in de variant getoond." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:160 msgid "" "To add a custom document to a product variant, navigate to " ":menuselection:`Sales app --> Products --> Product Variants`. Select the " "desired variant, click the :guilabel:`Documents` smart button, and proceed " "to upload the custom document(s) to the specific product variant." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:164 msgid "" "On the product page, click the :guilabel:`Documents` smart button at the top" " of the page." msgstr "" "Klik op de productpagina op de :guilabel:`Documenten` slimme knop bovenaan " "de pagina." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "The Documents smart button on a product form in Odoo Sales." msgstr "De knop Documenten op een productformulier in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170 msgid "" "Doing so reveals a separate :guilabel:`Documents` page for that product, " "wherein files related to that product can be uploaded. From this page, " "either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" "Hierdoor verschijnt een aparte :guilabel:`Documenten]-pagina voor dat " "product, waarop bestanden met betrekking tot dat product kunnen worden " "geüpload. Klik op deze pagina op :guilabel:`Nieuw` of :guilabel:`Uploaden`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "A standard document form with various fields for a specific product in Odoo " "Sales." msgstr "" "Een standaard documentformulier met verschillende velden voor een specifiek " "product in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191 msgid "" "Prior to uploading a document, there's the option to designate whether the " "document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` " "drop-down field menu." msgstr "" "Voordat je een document uploadt, kun je in het uitklapmenu " ":guilabel:`Bestand` of :guilabel:`URL` aangeven of het document een " ":guilabel:`Type` is." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "A standard document form with an uploaded pdf in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:199 msgid "" "If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to " ":guilabel:`File`, and it cannot be modified." msgstr "" "Als een PDF wordt geüpload, wordt het :guilabel:`Type` veld automatisch " "ingevuld op :guilabel:`Bestand` en kan het niet worden gewijzigd." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:202 msgid "" "Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field," " click the drop-down menu, and select either: :guilabel:`Quotation`, " ":guilabel:`Confirmed order`, or :guilabel:`Inside quote`." msgstr "" "Klik vervolgens in het :guilabel:`Verkopen` gedeelte, in het " ":guilabel:`Zichtbaar bij` veld, op het dropdown menu en selecteer ofwel: " ":guilabel:`offerte`, :guilabel:`Bevestigde order`, of :guilabel:`Interne " "offerte`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206 msgid "" ":guilabel:`Quotation`: the document is sent to (and accessible by) customers" " at any time." msgstr "" ":guilabel:`Quotation`: het document wordt verzonden naar (en is toegankelijk" " voor) klanten op elk gewenst moment." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208 msgid "" ":guilabel:`Confirmed order`: the document is sent to customers upon the " "confirmation of an order. This is best for user manuals and other " "supplemental documents." msgstr "" ":guilabel:`Bestelde bestelling`: het document wordt naar klanten gestuurd na" " de bevestiging van een bestelling. Dit is het meest geschikt voor " "gebruikershandleidingen en andere aanvullende documenten." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211 msgid "" ":guilabel:`Inside quote`: the document is included in the PDF of the " "quotation, between the header pages and the :guilabel:`Pricing` section of " "the quote." msgstr "" ":guilabel:`Binnenkant offerte`: het document is opgenomen in de PDF van de " "offerte, tussen de voorbladen en het :guilabel:`Prijzen` gedeelte van de " "offerte." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:215 msgid "" "When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` " "field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, " "the PDF is visible on the quotation the in the *customer portal* under the " ":guilabel:`Documents` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales." msgstr "" "Voorbeeld van een geüploade pdf met de optie binnenofferte gekozen in Odoo " "Sales." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223 msgid "" "Beside the :guilabel:`File Content` field, you have the possibility to " ":guilabel:`Configure dynamic fields`. When doing so, remember that the " "starting model is the :guilabel:`sale_order_line`, unlike for headers and " "footers that start from the :guilabel:`sale_order`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:228 msgid "" "Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to " ":guilabel:`Show on product page` on the front-end (in the online store)." msgstr "" "Tot slot kun je in het :guilabel:`E-Commerce` gedeelte bepalen of " ":guilabel:`Tonen op productpagina` wel of niet op de voorkant (in de online " "winkel) moet worden getoond." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:232 msgid "" "When the :guilabel:`Show on product page` option is enabled, a link to the " "uploaded document, `Sample Builder.pdf`, appears on the product's page, " "located on the frontend in the online store." msgstr "" "Als de :guilabel:`Tonen op productpagina` optie is ingeschakeld, verschijnt " "er een link naar het geüploade document, `Sample Builder.pdf`, op de pagina " "van het product, aan de voorkant in de online winkel." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:235 msgid "" "It appears beneath a :guilabel:`Documents` heading, with a link showcasing " "the name of the uploaded document." msgstr "" "Het verschijnt onder een :guilabel:`Documenten` kopje, met een link die de " "naam van het geüploade document weergeeft." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Showing a link to an uploaded document on a product page using Odoo Sales." msgstr "" "Een link naar een geüpload document weergeven op een productpagina met Odoo " "Sales." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:243 msgid "PDF quote" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:245 msgid "" "On a :guilabel:`Sales Order`, in the :guilabel:`Quote Builder` tab, select " "any document you want to be merged within the final PDF. If this document " "has custom fields, you'll then be able to write same notes to fill the PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:249 msgid "" "You can add as many headers, product documents and footers you want to " "customize your quote to the needs of your customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:252 msgid "" "Once a quote with a pre-configured PDF has been confirmed, Odoo provides the" " option to print the confirmed quote to check for errors, or to keep for " "records." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:255 msgid "" "To print the PDF quote, navigate to the confirmed quote, and click the " ":guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down " "menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "Print pdf quote option on drop-down menu located on confirmed sales order in" " Odoo Sales." msgstr "" "Print pdf offerte optie in keuzemenu op bevestigde verkooporder in Odoo " "Sales." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:263 msgid "" "Doing so instantly downloads the PDF quote. When opened, the PDF quote, " "along with the configured product PDF that was set to be visible inside the " "quote, can be viewed and printed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:267 msgid "" "Download these :download:`PDF quote builder examples " "` or download " ":download:`sample quotation ` for " "added reference." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Quotation templates" msgstr "Offertesjablonen" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5 msgid "" "Reusable quotation templates can be made in Odoo's **Sales** app for common " "products or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:7 msgid "" "By using these templates, quotations can be tailored and sent to customers " "at a quicker pace, without having to create new quotations from scratch " "every time a sales negotiation occurs." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:15 msgid "" "To use quotation templates, begin by activating the setting in " ":menuselection:`Sales app --> Configuration --> Settings`, and scroll to the" " :guilabel:`Quotations &_Orders` heading." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:18 msgid "" "Under the heading, tick the :guilabel:`Quotation Templates` checkbox. Doing " "so reveals a new :guilabel:`Default Template` field, in which a default " "quotation template can be chosen from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "How to enable quotation templates on Odoo Sales." msgstr "Hoe maak je offertesjablonen aan in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:25 msgid "" "Upon activating the :guilabel:`Quotation Template` feature, an internal " ":icon:`fa-arrow-right` :guilabel:`Quotation Templates` link appears beneath " "the :guilabel:`Default Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:28 msgid "" "Clicking this link reveals the :guilabel:`Quotation Templates` page, from " "which templates can be created, viewed, and edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:31 msgid "" "Before leaving the :guilabel:`Settings` page, do not forget to click the " ":guilabel:`Save` button to save all changes made during the session." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37 msgid "Create quotation templates" msgstr "Offertesjablonen maken" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39 msgid "" "To create a quotation template, click the :guilabel:`Quotation Templates` " "link on the :guilabel:`Settings` page once :guilabel:`Quotation templates` " "are enabled, or navigate to :menuselection:`Sales app --> Configuration --> " "Quotation Templates`. Both options reveal the :guilabel:`Quotation " "Templates` page, where quotation templates can be created, viewed, and " "edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates page in the Odoo Sales application." msgstr "Offerte sjablonen pagina in de Odoo Sales applicatie." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47 msgid "" "To create a new quotation template, click the :guilabel:`New` button, " "located in the upper-left corner. Doing so reveals a blank quotation " "template form that can be customized." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Create a new quotation template on Odoo Sales." msgstr "Maak een nieuw offertesjabloon in Odoo Sales." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:53 msgid "" "Start by entering a name for the template in the :guilabel:`Quotation " "Template` field." msgstr "" "Begin met het invoeren van een naam voor de sjabloon in het " ":guilabel:`Quotation Template` veld." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:55 msgid "" "Then, in the :guilabel:`Quotation Validity` field, designate how many days " "the quotation template will remain valid for, or leave the field on the " "default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:59 msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank drop-down " "menu to select a preconfigured email template to be sent to customers upon " "confirmation of an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:63 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " "and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from" " the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:67 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" " later." msgstr "" "Door :guilabel:`Create` te selecteren wordt de e-mailsjabloon gemaakt, die " "later bewerkt kan worden." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create and edit...` creates the email template, and a " ":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " "email template can be customized and configured immediately." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Create confirmation mail pop-up window from the quotation template form in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 msgid "" "When all modifications are complete, click :guilabel:`Save & Close` to save " "the email template and return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " "orders with this template will invoice in that specified journal. If no " "journal is set in this field, the sales journal with the lowest sequence is " "used." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:86 msgid "" "If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " "features are activated in the :guilabel:`Settings` (:menuselection:`Sales " "app --> Configuration --> Settings`), those options are available on " "quotation template forms." msgstr "" "Als de :guilabel:`Online Handtekening` en/of :guilabel:`Online Betaling` " "functies zijn geactiveerd in de :guilabel:`Instellingen` " "(:menuselectie:`Verkoop app --> Configuratie --> Instellingen`), zijn deze " "opties beschikbaar op offertesjabloonformulieren." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:90 msgid "" "Check the box beside :guilabel:`Online Signature` to request an online " "signature from the customer to confirm an order." msgstr "" "Vink het vakje naast :guilabel:`Online Handtekening` aan om een online " "handtekening van de klant te vragen om een bestelling te bevestigen." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 msgid "" "Check the box beside :guilabel:`Online Payment` to request an online payment" " from the customer to confirm an order. When :guilabel:`Online Payment` is " "checked, a new percentage field appears, in which a specific percentage of " "payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:97 msgid "" "Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " "can be enabled simultaneously, in which case the customer must provide " "**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:101 msgid "" "In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" "configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," " etc.) to designate how often this quotation template should occur." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 msgid "" "The :guilabel:`Recurring Plan` field **only** applies to subscription plans." " For more information, check out the documentation on " ":doc:`../../subscriptions/plans`." msgstr "" "Het :guilabel:`Recurring Plan` veld **alleen** van toepassing op " "abonnementen. Raadpleeg voor meer informatie de documentatie op " ":doc:`../../abonnementen/plannen`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:110 msgid "Lines tab" msgstr "Tabblad Lijnen" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:112 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " ":guilabel:`Add a section` (and dragging/dropping section headers), and " "further explained with discretionary information (such as warranty details, " "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:117 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "When clicked, a drop-down menu with existing products in the database " "appears. Select the desired product from the drop-down menu to add it to the" " quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "If the desired product is not readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " "drop-down menu. Products can also be found by clicking :guilabel:`Search " "More...` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:128 msgid "" "It is possible to add event-related products (booths and registrations) to " "quotation templates. To do so, click the :guilabel:`Product` field, type in " "`Event`, and select the desired event-related product from the resulting " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "Then, drag and drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " "When clicked, a blank field appears, in which the desired name of the " "section can be typed. When the name has been entered, click away to secure " "the section name." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:144 msgid "" "Then, drag and drop the section name to the desired position, via the " ":icon:`oi-apps` :guilabel:`(six squares)` icon, located to the left of each " "line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "To add a note, which appears as a piece of text for the customer on the " "quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " "clicked, a blank field appears, in which the desired note can be typed. When" " the note has been entered, click away to secure the note." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 msgid "" "Then, drag and drop the note to the desired position, via the :icon:`oi-" "apps` :guilabel:`(six squares)` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :icon:`fa-trash` :guilabel:`(remove record)` icon on" " the far-right side of the line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "" "Using *optional products* is a marketing strategy that involves the cross-" "selling of products along with a core product. The aim is to offer useful " "and related products to customers, which may result in an increased sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:165 msgid "" "If a customer wants to buy a car, they have the choice to order massaging " "seats as an additional product that compliments the car, or ignore the offer" " and buy the car alone." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " "orders themselves, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:174 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" " tab, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :icon:`fa-trash` :guilabel:`(remove record)` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms & Conditions tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms & Conditions` tab provides the opportunity to add terms" " and conditions to the quotation template. To add terms and conditions, type" " the desired terms and conditions in this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:198 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:201 msgid "Use quotation templates" msgstr "Gebruik offerte sjablonen" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "preconfigured template in the :guilabel:`Quotation Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" "The order of the templates in the :guilabel:`Quotation Template` field is " "determined by the order of the templates in the Quotation Templates form. " "The order of the quotations in the Quotation Templates form does **not** " "affect anything else." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" "end of the website through Odoo's customer portal." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to save the configuration." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "The blue banner located at the top of the quotation template preview can be " "used to quickly return :icon:`fa-arrow-right` :guilabel:`Back to edit mode`." " When clicked, Odoo returns to the quotation form in the back-end of the " "*Sales* application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:226 msgid "Mass cancel quotations/sales orders" msgstr "Offertes/verkooporders massaal annuleren" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "Cancel multiple quotations (or sales orders) by navigating to the " ":menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by " "default, in the list view. Then, on the left side of the table, tick the " "checkboxes for the quotations to be canceled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 msgid "" "Select all records in the table by selecting the checkbox column header at " "the top-left of the table; the total number of selected items are displayed " "at the top of the page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:236 msgid "" "Then, with the desired quotations (or sales orders) selected from the list " "view on the :guilabel:`Quotations` page, click the :icon:`fa-cog` " ":guilabel:`Actions` button to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 msgid "From this drop-down menu, select :guilabel:`Cancel quotations`." msgstr "Selecteer in dit vervolgkeuzemenu :guilabel:`Citaten annuleren`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "The Cancel quotations option on the Actions drop-down menu in the Odoo Sales" " application." msgstr "" "De optie Offertes annuleren in het vervolgkeuzemenu Acties in de Odoo Sales " "applicatie." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid "" "This action can be performed for quotations in *any* stage, even if it is " "confirmed as a sales order." msgstr "" "Deze actie kan worden uitgevoerd voor offertes in *elke* fase, zelfs als " "deze is bevestigd als verkooporder." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid "" "Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel" " quotations` confirmation pop-up window appears. To complete the " "cancellation, click the :guilabel:`Cancel quotations` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 msgid "" "An error pop-up message appears when attempting to cancel an order for an " "ongoing subscription that has an invoice." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:5 msgid "Shopee Connector" msgstr "Shopee Connector" #: ../../content/applications/sales/sales/shopee_connector.rst:7 msgid "" "The **Shopee Connector** synchronizes orders between Shopee and Odoo, which " "considerably reduces the amount of time spent manually entering Shopee " "orders (from the Shopee Seller account) into Odoo. It also allows users to " "accurately keep track of Shopee sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:14 msgid "The **Shopee Connector** is able to:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:16 msgid "" "Synchronize (Shopee to Odoo) all confirmed orders, and their order items, " "which include:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:18 msgid "Product name" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:19 msgid "SKU reference" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:20 msgid "Quantity" msgstr "Hoeveelheid" #: ../../content/applications/sales/sales/shopee_connector.rst:22 msgid "" "Synchronize (Odoo to Shopee) all available quantities of your products " "(:abbr:`FBM (Fulfilled by Merchant)`)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:25 msgid "Support multiple Shopee marketplaces (shops) per seller account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:28 msgid "" "The **Shopee Connector** is designed to synchronize sales orders data. Other" " actions, such as downloading weekly/monthly income/fees reports, handling " "disputes, or issuing refunds, **must** be managed from the *Shopee Seller " "Central*, as usual." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:33 msgid "Shopee supported marketplaces" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:36 msgid "**APAC region**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:38 msgid "Indonesia" msgstr "Indonesië" #: ../../content/applications/sales/sales/shopee_connector.rst:38 msgid "Shopee.co.id" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Taiwan" msgstr "Taiwan" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Shopee.tw" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Vietnam" msgstr "Viëtnam" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Shopee.vn" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Thailand" msgstr "Thailand" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Shopee.co.th" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Philippines" msgstr "Filippijnen" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Shopee.ph" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Malaysia" msgstr "Maleisië" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Shopee.com.my" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:50 msgid "Singapore" msgstr "Singapore" #: ../../content/applications/sales/sales/shopee_connector.rst:50 msgid "Shopee.sg" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:54 msgid "**South America region**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:56 msgid "Brazil" msgstr "Brazilië" #: ../../content/applications/sales/sales/shopee_connector.rst:56 msgid "Shopee.com.br" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Chile" msgstr "Chili" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Shopee.cl" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:60 msgid "Colombia" msgstr "Colombia" #: ../../content/applications/sales/sales/shopee_connector.rst:60 msgid "Shopee.com.co" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:62 msgid "Shopee.com.mx" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:66 msgid ":doc:`shopee_connector/setup`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:67 msgid ":doc:`shopee_connector/manage`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:3 msgid "Shopee order management" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:6 msgid "Product catalog mapping" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:9 msgid "New Odoo customers with no existing products" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:11 msgid "" "If you are starting a new Odoo database and your products are only on " "Shopee, you can import your Shopee product catalog into Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:14 msgid "" "**Export Shopee catalog:** Use the *Mass Function* drop-down to export the " "product catalog from Shopee, ensuring it includes the Shopee SKUs." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:0 msgid "Mass Function drop-down in Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:20 msgid "" "**Import into Odoo:** :doc:`Import <../../../essentials/export_import_data>`" " the exported catalog into Odoo. During the import process, it is *crucial* " "to map the Shopee SKU to the *Internal Reference* field in Odoo. This field " "will serve as the link between your Shopee and Odoo products." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:26 msgid "Existing Odoo customers with products already in Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:28 msgid "" "If you already have products in your Odoo database, you'll need to map your " "Shopee listings to your existing Odoo products." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:31 msgid "" "**Export Shopee catalogs:** Use the *Mass Function* drop-down to export the " "product catalog from Shopee (including Shopee SKUs) and :doc:`export " "<../../../essentials/export_import_data>` your product catalog from Odoo " "(including *Internal References*)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:34 msgid "" "**Map in a spreadsheet:** Use a spreadsheet to map the products. Match the " "Shopee SKU from the Shopee export with the corresponding *Internal " "Reference* from the Odoo export. Create a column that links the Shopee SKU " "with the Odoo *Internal Reference*." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:37 msgid "" "**Update Odoo products:** Import the updated spreadsheet back into Odoo. Use" " the mapping you created in the spreadsheet to update the *Internal " "Reference* field of your existing Odoo products with the corresponding " "Shopee SKU. This establishes the link between your Odoo and Shopee products." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:43 msgid "" "Product catalog synchronization between Odoo and Shopee is **not " "automatic**. It is a **manual operation** that you must initiate. The " "process differs depending on whether your products already exist in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:50 msgid "" "Orders are automatically fetched from Shopee, and synchronized in Odoo, at " "**regular intervals**." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:52 msgid "" "The synchronization is based on the Shopee orders status: only orders whose " "status has changed since the last synchronization are fetched from Shopee. " "This includes changes on Shopee only." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:55 msgid "" "When an order is canceled on Shopee, it will update the order's status in " "Odoo. On the other hand, if an order is canceled on Odoo, the change won't " "be reflected on Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:58 msgid "" "For every synchronized order, Odoo creates a sales order and a customer " "(contact), as long as the customer hasn't been previously imported from " "Shopee or doesn't already exist in the database." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:62 msgid "" "The principal of the synchronization is to *only fetch orders that needs to " "be shipped* (i.e., `SHIPPED`, `CANCEL`, `UNPAID`, `COMPLETED`)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:68 msgid "" "In order to force the synchronization of an order, whose status has **not** " "changed since the previous synchronization:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:71 msgid "" "Then, navigate to the Shopee account in Odoo :menuselection:`Sales app --> " "Configuration --> Shopee --> Account --> Shop`. Modify the date for " ":guilabel:`Last Order Sync` under :guilabel:`Orders Follow-up`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:79 msgid "Manage deliveries in :abbr:`FBM (Fulfilled by Merchant)`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:81 msgid "" "Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " "picking is instantly created in the **Inventory** app, along with a sales " "order and customer record." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:84 msgid "" "When a picking related to the order is confirmed, you also have to click on " ":guilabel:`Arrange Shipment` in your Shopee Seller Account in order to be " "able to generate and fetch the :guilabel:`Shipping Label` and " ":guilabel:`Tracking Number`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:89 msgid "Shopee delivery statuses" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:91 msgid "" "Understanding the different Shopee delivery statuses is crucial for managing" " your orders effectively. Here's a breakdown:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:94 msgid "**Ready to ship:** The seller can now arrange shipment for this order." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:95 msgid "" "**Shipment arranged:** The seller has arranged shipment online and received " "a tracking number from the third-party logistics (3PL) provider." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:97 msgid "" "**Shipped:** The parcel has been dropped off at the 3PL location or picked " "up by the 3PL provider." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:99 msgid "**Cancelled:** The order has been canceled." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:100 msgid "" "**Pickup failed:** The 3PL parcel pickup attempt failed. The seller needs to" " rearrange shipment, and the rest of the order fulfillment content." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst-1 msgid "Shopee delivery status in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:107 msgid "Unsupported for Non-Shopee Supported Logistics (NSSL)" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:109 msgid "" "This feature is not available for :abbr:`NSSL (Non-Shopee Supported " "Logistics)`, you have to manually create shipping label and tracking number " "via the logistics provider's website/app. Check your region for list of " "supported logistics (e.g. `Malaysia " "`_)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:114 msgid "" "Shopee requires users to provide a tracking reference with each delivery. " "This is needed to assign a carrier." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:117 msgid "" "If the carrier doesn't automatically provide a tracking reference, one must " "be set manually. This rule applies to all Shopee marketplaces." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:121 msgid "Follow deliveries in Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:123 msgid "" "For :abbr:`FBM (Fulfilled by Merchant)` orders, the stock move is " "automatically created in Odoo by the Shopee connector, thanks to the " "shipping status of Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst-1 msgid "Stock move created for Shopee order in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:130 msgid "Order fulfillment process" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:132 msgid "" "This section describes the process of fulfilling Shopee orders within Odoo, " "from order creation to inventory updates." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:135 msgid "" "**New order creation:** When a new order is placed on Shopee, it is " "automatically created in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:137 msgid "" "**Arrange shipment on Shopee:** Before the order can be shipped, you " "**must** arrange the shipment through the Shopee platform itself. This " "usually involves selecting a shipping provider, generating a shipping label," " and scheduling pickup or drop-off. Odoo does *not* handle the physical " "shipping arrangements; this is managed entirely within Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:141 msgid "" "**Fetch Shopee shipping label (delivery note):** Once the shipment is " "arranged on Shopee, Odoo fetches the generated shipping label (which serves " "as the delivery note). This label contains crucial information like the " "tracking number and is essential for printing and attaching to the package. " "The shipping label is imported into Odoo and associated with the " "corresponding sales order." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:146 msgid "" "**Validate stock out in Odoo:** After the shipping label is retrieved, you " "need to validate the stock movement in Odoo. This confirms that the ordered " "items have left your warehouse or inventory. Validating the stock out will " "decrease the stock levels in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:149 msgid "" "**Inventory update on Shopee:** Finally, Odoo pushes the updated stock " "levels back to Shopee. This ensures that your Shopee listings reflect the " "current inventory, preventing overselling and keeping your product " "availability accurate. This synchronization keeps your Shopee storefront up-" "to-date with your Odoo inventory." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:157 msgid "" "Since customers pay Shopee as an intermediary, creating a dedicated *Bank* " "journal (e.g. named `Shopee Payments`), with a dedicated *Bank and Cash* " "intermediary account is recommended." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:160 msgid "" "Additionally, as Shopee makes a single weekly or monthly payment, selecting " "all the invoices linked to a single payment is necessary when registering " "payments." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:163 msgid "" "To do that, use the appropriate :guilabel:`Journal` dedicated to Shopee " "payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " "Method`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:170 msgid "" "This same action can be performed with vendor bills from Shopee dedicated to" " fees/commissions." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:172 msgid "" "When the balance is received in the bank account at the end of the " "week/month, and the bank statements are recorded, credit the Shopee " "intermediary account by the amount received." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:176 msgid "Analyzing Shopee sales with Odoo's reporting" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:178 msgid "" "Odoo's dashboard consolidates sales data from all your connected sales " "channels, providing a comprehensive overview of your business performance. " "To specifically analyze your Shopee sales, you will need to configure sales " "teams for your Shopee shops. This setup enables you to filter and isolate " "Shopee sales data within the Odoo dashboard." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:184 msgid "Setting up sales teams for Shopee reporting" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:186 msgid "" "By default, the Shopee account's sales team is shared across all of your " "company's accounts. To generate separate reports for specific Shopee shops " "or marketplaces, you'll need to assign dedicated sales teams." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:190 msgid "" "**Assign a sales team to your Shopee shop:** Navigate to the Shopee account " "configuration (typically found under :menuselection:`Sales --> Configuration" " --> Accounts`). Within the account details, assign a specific sales team " "to your Shopee shop." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:193 msgid "" "**Filtering Shopee sales on the dashboard:** Once sales teams are assigned, " "you can use the dashboard filters to view sales data specifically for your " "Shopee shops. Select the appropriate sales team to isolate and analyze your " "Shopee performance." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:198 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:231 msgid "" ":doc:`Shopee supported features and marketplaces <../shopee_connector>`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:3 msgid "Shopee Connector configuration" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:5 msgid "" "Odoo allows users to synchronize with Shopee Seller account in the database," " but users **must** have a registered **Shopee Seller account** and a " "**Shopee Open account** prior to completing the configuration." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:9 msgid "" "Set up an Open Shopee account by first going to the `Shopee Open Platform " "`_, and click the :guilabel:`Get Access (Now)` " "button located in the middle of the page." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:13 msgid "" "Use the `Open Shopee Developer Guide `_, and follow the registration process. Once all done, proceed to " "follow the instructions below to register and link the Open Shopee account " "in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:18 msgid "" "Shopee Open Platform access and seller account requirements are **regionally" " specific**. This means the rules, qualifications, and processes differ from" " country to country. Before proceeding with Odoo's Shopee Connector setup, " "verify the requirements for *your* specific Shopee region." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:22 msgid "**Key Considerations:**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:24 msgid "" "**Shopee Seller Status & Business Type:** You must have an active Shopee " "seller account (Individual or Registered Business). Your eligibility depends" " on your region and business registration." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:27 msgid "" "**Order Volume/Seller Tier (If Applicable):** Many regions require a minimum" " number of orders within a specific time frame or a certain seller tier " "(e.g., Mall, Preferred, Managed) to access the Open Platform." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:31 msgid "**Action Required:**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:33 msgid "Identify your Shopee region." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:34 msgid "" "Locate the official Shopee documentation for your region. `Open Shopee " "Developer Guide `_" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:36 msgid "" "Carefully review the requirements for seller accounts and Open Platform " "access in your region." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:38 msgid "" "Ensure your Shopee account meets all the necessary criteria *before* " "proceeding with the Odoo Shopee Connector configuration." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:44 msgid "Connect Shopee seller account to Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:46 msgid "" ":ref:`Install ` the :guilabel:`Shopee Connector` " "(`sale_shoppe`) by going to :menuselection:`Apps`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:49 msgid "" "Then connect your Shopee Open account by navigating to :menuselection:`Sales" " app --> Configuration --> Shopee --> Accounts`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:52 msgid "" "From here, click :guilabel:`New` to create to link a new Shopee account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:54 msgid "" "Then, in the :guilabel:`Credentials` tab, select the appropriate " ":guilabel:`API Endpoint` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:58 msgid "" "Shopee offers several API endpoints for production and testing. Selecting " "the correct endpoint is crucial for successful integration. Choose the " "endpoint that corresponds to your marketplace location." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:62 msgid "" ":guilabel:`Shopee Production Endpoint (Singapore)`: This is the primary " "endpoint for sellers in most APAC countries. Select this option unless you " "are specifically operating within mainland China or Brazil." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:65 msgid "" ":guilabel:`Shopee Production Endpoint (China)`: This endpoint is exclusively" " for sellers operating within mainland China. It is designed to comply with " "local regulations and business practices." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:68 msgid "" ":guilabel:`Shopee Production Endpoint (Brazil)`: This endpoint is dedicated " "to sellers operating within Brazil. Select this option if your Shopee store " "is based in Brazil." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:70 msgid "" ":guilabel:`Shopee Testing Endpoint`: This endpoint is for development and " "testing purposes only. Use it to simulate interactions with the Shopee API " "without affecting your live data. **Do not use this endpoint for " "production.**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:73 msgid "" ":guilabel:`Shopee Testing Endpoint (China)`: Similar to the general testing" " endpoint, this one is specifically for testing integrations related to the " "China-specific production endpoint. **Do not use this endpoint for " "production.**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:77 msgid "" "After selecting the correct API Endpoint in the :guilabel:`Credentials` " "form, input your Open Shopee :guilabel:`Partner ID` and :guilabel:`Partner " "Key` in the corresponding fields. Then click :guilabel:`Save And Authorize`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:82 msgid "" "You'll need your Open Shopee :guilabel:`Partner ID` and :guilabel:`Partner " "Key` to complete this step. Here's how to find them in the Shopee Open " "Platform:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:85 msgid "" "**Log in to the Shopee Open Platform:** `Log in `_" " with the credentials you used to register your Open Shopee account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:87 msgid "" "**Navigate to App Management:** Go to the :guilabel:`App Management` " "section, then select :guilabel:`App List`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:89 msgid "" "**Select your app:** Choose the specific app you want to synchronize with " "Odoo (either your test app or your production app)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:91 msgid "" "**Find your credentials:** Within the app details, you'll find your Partner " "ID and Partner Key. These are the values you'll need to copy and paste into " "the corresponding fields in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:96 msgid "" "**Copy carefully:** Copy the Partner ID and Partner Key accurately, without " "any extra spaces or characters. These are case-sensitive." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:98 msgid "" "**Keep your key secure:** Your Partner Key is sensitive information. Do not " "share it with anyone. Treat it like a password." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:102 msgid "Authorization and account registration" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:104 msgid "" "After entering connecting the :ref:`Shoppe Seller account to Odoo " "`, the authorization process begins." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:108 msgid "Shopee seller account selection/login" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:110 msgid "" "Upon clicking :guilabel:`Save and Authorize`, Odoo redirects to the Shopee " "seller account selection page." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:113 msgid "" "**Already logged in:** If you are already logged in to a Shopee account, " "your email address or username will be displayed. Click on your account to " "proceed." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:115 msgid "" "**Not logged in:** If you are not logged in, you will be prompted to enter " "the credentials (email/username and password) of the Shopee seller account " "you wish to connect to Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:119 msgid "Granting access to Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:121 msgid "" "After selecting or logging into your Shopee seller account, you will be " "directed to the authorization (or consent) page. Here, confirm that you " "allow Shopee to grant Odoo access to your account and related data. This " "step is essential for the integration to function correctly." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:126 msgid "Account registration and Shopee shop creation" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:128 msgid "" "Upon confirming access, Shopee redirects you back to Odoo. An indicator " "appears, confirming that your Shopee account has been successfully " "registered." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:132 msgid "Post-synchronization configuration" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:134 msgid "" "After the redirection, you should perform the following steps within Odoo:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:136 msgid "" "**Rename the Shopee Account (Optional):** The newly created Shopee account " "in Odoo will likely have a default name. You can rename it to something more" " descriptive (e.g., the name of your Shopee shop) for easier management." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:139 msgid "" "**Set the Last Order Synchronization Date:** This setting determines the " "starting point for fetching orders from Shopee. Choose a date from which you" " want Odoo to retrieve past orders." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:141 msgid "" "**Configure Inventory Synchronization:** Decide whether you want to " "synchronize your product inventory between Odoo and Shopee. Enable the " ":guilabel:`Synchronize Inventory` option to automatically push stock updates" " from Odoo to Shopee. Disabling this option prevents automatic inventory " "updates." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:145 msgid "" "**Assign a Default Sales Team:** Assign a default sales team to your Shopee " "account in Odoo. This helps with reporting and order management." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:148 msgid "" "With the Shopee account successfully registered, the marketplaces available " "with this specific account can later be synchronized the exact same way, and" " listed under the :guilabel:`Shops` button." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:153 msgid "Shopee orders in Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:155 msgid "" "When a Shopee order is synchronized, only lines for items are created on the" " sales order in Odoo. Each one represents one for the product that was sold " "on Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst-1 msgid "Shopee synchronized sale order in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:161 msgid "" "Any necessary price reconciliation related to shipping or income versus fees" " can be managed later using Shopee's weekly / monthly financial reports, " "which can then be imported into the Odoo **Accounting** app." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:165 msgid "" "The selection of a database product for a sales order item is done by " "matching its :guilabel:`Internal Reference` (a customizable product " "reference identifier in Odoo, like `FURN001`) with the Shopee *SKU*." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:169 msgid "" "If no database product with a matching internal reference is found for a " "given :guilabel:`Shopee SKU`, then a default database product, *Shopee " "Item*." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:173 msgid "" "To modify default products, activate the :ref:`developer mode `, and navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. In the :guilabel:`Connectors` section, under :guilabel:`Shopee " "Sync`, find the :guilabel:`Default Products`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:180 msgid "" "To allow for tax reporting of Shopee sales with Odoo, the taxes applied to " "the sales order items are those set on the product, or determined by the " ":doc:`fiscal position <../../../finance/fiscal_localizations>`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:184 msgid "" "Make sure to have the correct taxes set on your products in Odoo, or have it" " done by a fiscal position, to avoid discrepancies in the subtotals between " "*Shopee Seller Central* and Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:188 msgid "" "As shopee does not necessarily apply the same taxes as those configured in " "Odoo, it may happen that order totals differ by a few cents between Odoo and" " *Shopee Seller Central*. Those differences can be resolved with a write-off" " when reconciling the payments in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:197 msgid "To add a new marketplace, follow these steps:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:199 msgid "" "**Navigate to Shopee Accounts:** Go to :menuselection:`Sales --> " "Configuration --> Accounts`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:200 msgid "" "**Create a New Shopee Account:** Click :guilabel:`New` to create a new " "Shopee marketplace account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:202 msgid "" "**Select the API Endpoint:** Choose the appropriate API endpoint for your " "local market. (Typically, this will be :guilabel:`Shopee Production Endpoint" " (Singapore)` unless you are operating in mainland China or Brazil. Refer to" " the documentation for details on endpoint selection)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:206 msgid "" "**Enter Credentials:** Your :guilabel:`Partner ID` and :guilabel:`Partner " "Key` are the same as those linked to your unique Open Shopee account. Enter " "these values in the corresponding fields." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:208 msgid "" "**Name Your Shop:** Give the new shop a descriptive name (e.g., `Shopee " "Philippines`) to identify it later." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:210 msgid "" "**Assign a Sales Team:** Assign a relevant sales team (e.g., `Shopee Sales " "Philippines`) to enable advanced reporting capabilities." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:212 msgid "" "**Synchronize Your Account:** If none of your existing marketplaces are " "listed, click :guilabel:`Log in with another account` to synchronize a new " "one. This will initiate the Shopee authorization process." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:217 msgid "Automatic synchronization" msgstr "Automatische synchronisatie" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:219 msgid "" "Newly added marketplaces are automatically added to the list of synchronized" " marketplaces. If a new marketplace does *not* appear in the list after " "synchronization, it indicates that the marketplace is either incompatible " "with the Shopee Open Platform or unavailable for your specific seller " "account. Consult the Shopee Open Platform documentation or contact their " "support for further assistance." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:226 msgid "" "While Odoo allows creating the same Shopee shop multiple times, only one " "instance will function due to token limitations. To avoid order management " "issues, synchronize each shop only once. For connection updates, manually " "fetch orders first before re-establishing the connection." msgstr "" #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Abonnementen" #: ../../content/applications/sales/subscriptions.rst:7 msgid "" "Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new " "contracts `, :doc:`upsell customers " "`, keep the churn under " "control, and :doc:`generate reports " "` on the main :abbr:`KPIs (Key " "Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, " ":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc." msgstr "" "Odoo *Subscriptions* wordt gebruikt om terugkerende bedrijven te runnen: " ":ref:`verkopen van nieuwe contracten `, " ":doc:`upsellen van klanten `, " "de churn onder controle houden en :doc:`rapporten genereren " "` over de belangrijkste " ":abbr:`KPI's (Key Performance Indicators)`: :abbr:`MRR (Monthly Recurring " "Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, retentie, churn, enz." #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "" "`Odoo Handleidingen: Abonnementen " "`_" #: ../../content/applications/sales/subscriptions.rst:16 msgid ":doc:`/applications/sales/subscriptions/products`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:17 msgid ":doc:`/applications/sales/subscriptions/ecommerce`" msgstr ":doc:`/applicaties/verkoop/abonnementen/ecommerce`" #: ../../content/applications/sales/subscriptions.rst:18 msgid ":doc:`/applications/sales/subscriptions/plans`" msgstr ":doc:`/aanvragen/verkoop/abonnementen/plannen`" #: ../../content/applications/sales/subscriptions.rst:19 msgid ":doc:`/applications/sales/subscriptions/upselling`" msgstr ":doc:`/applicaties/verkoop/abonnementen/opverkoop`" #: ../../content/applications/sales/subscriptions.rst:20 msgid ":doc:`/applications/sales/subscriptions/renewals`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:21 msgid ":doc:`/applications/sales/subscriptions/closing`" msgstr ":doc:`/aanmeldingen/verkoop/aanmeldingen/afsluiting`" #: ../../content/applications/sales/subscriptions.rst:22 msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:23 msgid ":doc:`/applications/sales/subscriptions/scheduled_actions`" msgstr ":doc:`/applicaties/verkoop/abonnementen/geplande_acties`" #: ../../content/applications/sales/subscriptions.rst:24 msgid ":doc:`/applications/sales/subscriptions/reports`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:29 msgid "Subscription quotations" msgstr "Inschrijvingsoffertes" #: ../../content/applications/sales/subscriptions.rst:32 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "Verkooporders met een gedefinieerde herhaling worden abonnementen." #: ../../content/applications/sales/subscriptions.rst:34 msgid "" "To create a new subscription, click on :guilabel:`New` from the " "*Subscription* or the :doc:`Sales ` app. You can " "either:" msgstr "" #: ../../content/applications/sales/subscriptions.rst:37 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" #: ../../content/applications/sales/subscriptions.rst:39 msgid "" "Fill out the quotation normally, making sure to select a recurrence and an " "end date if necessary and adding :doc:`recurrent products " "`." msgstr "" #: ../../content/applications/sales/subscriptions.rst:43 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" #: ../../content/applications/sales/subscriptions.rst:49 msgid "Confirmation" msgstr "Bevestiging" #: ../../content/applications/sales/subscriptions.rst:51 msgid "" "Send the quotation to the customer for confirmation by clicking on " ":guilabel:`Send by email`, or confirm it immediately by clicking on " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/subscriptions.rst:55 msgid "" "Click on :guilabel:`Customer Preview` to preview the customer portal where " "the customer can view their quotation, sign and pay it, and communicate with" " you." msgstr "" #: ../../content/applications/sales/subscriptions.rst:61 msgid "Automatic payments" msgstr "Automatische incasso" #: ../../content/applications/sales/subscriptions.rst:63 msgid "" "You can require the customer to set an automatic payment method and pre-pay " "the subscription's first occurrence before they can confirm their quotation." " To do so, go to the :guilabel:`Other Info` tab of the quotation and check " "the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field." msgstr "" "Je kunt de klant verplichten om een automatische betalingsmethode in te " "stellen en de eerste keer dat het abonnement wordt afgesloten vooruit te " "betalen voordat de klant de offerte kan bevestigen. Ga hiervoor naar het " ":guilabel:`Overige info` tabblad van de offerte en vink de " ":guilabel:`Betaling` optie aan in het :guilabel:`Online bevestiging` veld." #: ../../content/applications/sales/subscriptions.rst:68 msgid "" "If you leave :guilabel:`Payment` unchecked, the customer doesn't have to " "pre-pay to start the subscription. This means that the payment is not " "automatic and that the customer must pay each invoice manually." msgstr "" "Als je :guilabel:`Betaling` uit vinkt, hoeft de klant niet vooruit te " "betalen om het abonnement te starten. Dit betekent dat de betaling niet " "automatisch verloopt en dat de klant elke factuur handmatig moet betalen." #: ../../content/applications/sales/subscriptions.rst:73 msgid "" "If the online confirmation requires a pre-payment, your customer can select " "only the :ref:`payment providers ` " "that have the :ref:`tokenization feature `. " "This ensures that the customer is automatically charged at each new period." msgstr "" "Als de online bevestiging een vooruitbetaling vereist, kan je klant alleen " "de :ref:`betalingsproviders ` " "selecteren die de :ref:`tokenization functie " "` hebben. Dit zorgt ervoor dat de klant " "automatisch wordt afgeschreven bij elke nieuwe periode." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automation rules" msgstr "Automatiseringsregels" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5 msgid "" "With subscriptions up-and-running, it is important to stay up-to-date with " "customers. It is efficient to use automation to avoid having to manually go " "through the list of subscribers to see how things are going. That is where " "Odoo's *automation rules* feature comes into play." msgstr "" "Als abonnementen lopen, is het belangrijk om op de hoogte te blijven van " "klanten. Het is efficiënt om automatisering te gebruiken om te voorkomen dat" " je handmatig door de lijst met abonnees moet gaan om te zien hoe het gaat. " "Dat is waar de *automation rules* functie van Odoo om de hoek komt kijken." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9 msgid "" "The Odoo *Subscriptions* application allows users to set up automatic " "emails, create tasks for salespeople, and even send satisfaction surveys for" " subscribers to evaluate their experience." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13 msgid "Create automation rules" msgstr "Maak automatiseringsregels" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:15 msgid "" "To create an automated rule, start by navigating to " ":menuselection:`Subscriptions app --> Configuration --> Automation Rules`. " "This is where all the automation rules for subscriptions can be found." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:19 msgid "" "The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, " ":guilabel:`Action To Do`, what the automated rule will :guilabel:`Trigger " "On`, and the :guilabel:`Company` to which the rule applies." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:23 msgid "" "To view or modify any existing automation rule, simply click the desired " "rule from this page." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:26 msgid "" "When modifying an existing automation rule, Odoo \"grays-out\" the " ":guilabel:`Action` section of the form, and provides the following warning: " "*Action data can not be updated to avoid unexpected behaviors. Create a new " "action instead.*" msgstr "" "Bij het wijzigen van een bestaande automatiseringsregel, maakt Odoo het " ":guilabel:`Action` gedeelte van het formulier \"grijs\" en geeft de volgende" " waarschuwing: *Actiegegevens kunnen niet worden bijgewerkt om onverwacht " "gedrag te voorkomen. Maak in plaats daarvan een nieuwe actie aan.*" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30 msgid "To create a new automation rule, click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "The Automation Rules page in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:36 msgid "" "Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form " "with numerous fields to configure." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "A sample Automation Rules form in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44 msgid "Automation rule form fields" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46 msgid ":guilabel:`Action Name`: title of the automated action rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49 msgid "Apply On section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:51 msgid "" "The :guilabel:`Apply On` section dictates which subscription " "orders/customers this automated action applies to." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54 msgid "" ":guilabel:`MRR Between`: designate a range of monthly recurring revenue to " "target." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55 msgid "" ":guilabel:`MRR Change More`: designate a change of monthly recurring revenue" " to target, in either percentage or unit of currency." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:57 msgid "" ":guilabel:`Over`: choose a period of time over which the designated KPIs " "(Key Performance Indicators) are calculated." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:59 msgid "" ":guilabel:`Rating Satisfaction`: designate satisfaction as " ":guilabel:`greater than` or :guilabel:`less than` a percentage." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:61 msgid "" ":guilabel:`Status`: select the status of the subscriptions to be included in" " this automation rule. The options are: :guilabel:`Quotation`, " ":guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and " ":guilabel:`Cancelled`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:64 msgid "" ":guilabel:`Stage goes from`: designate when the automation rule should be " "activated using two fields that represent two different stages of the " "subscription." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66 msgid "" ":guilabel:`Subscription Plans`: choose specific subscription plans to target" " with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 msgid "" ":guilabel:`Products`: select specific product(s) to target with the " "automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69 msgid "" ":guilabel:`Customers`: select specific customer(s) to target with the " "automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70 msgid "" ":guilabel:`Company`: in a multi-company environment, select a specific " "company's subscription data to target with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:72 msgid "" ":guilabel:`Sales Team`: select the data of specific sales team(s) to target " "with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76 msgid "" "If any field is left blank, the rule applies to every subscription without " "that specific designation." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:80 msgid "" "The number of subscriptions that match the configured criteria of the " "customized automation rule are displayed at the bottom of the " ":guilabel:`Apply On` field." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 msgid "" "If that green subscriptions link is clicked, Odoo reveals a separate page " "showcasing all the subscriptions that meet that automation rule's criteria." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87 msgid "Action section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89 msgid "" "The :guilabel:`Action` section dictates what action occurs when an automated" " rule is triggered." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91 msgid "" "In the :guilabel:`Action To Do` field, choose the action that will occur " "once the automated rule is triggered. When clicked, the following options " "become available on a drop-down menu:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:94 msgid "" ":guilabel:`Create next activity`: creates the next activity to occur, which " "is configured in the :guilabel:`Activity` section that appears at the bottom" " of the automation rule form." msgstr "" ":guilabel:`Maak volgende activiteit`: creëert de volgende activiteit die " "moet plaatsvinden, die wordt geconfigureerd in de :guilabel:`Activiteit` " "sectie die onderaan het formulier van de automatiseringsregel verschijnt." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:96 msgid "" ":guilabel:`Send an email to the customer`: sends an email to the customer(s)" " who fit the specified criteria of the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:98 msgid "" ":guilabel:`Send an SMS Text Message to the customer`: sends an SMS message " "to the customer(s) who fit the specified criteria of the automation rule." msgstr "" ":guilabel:`Sms naar de klant sturen`: stuurt een sms-bericht naar de " "klant(en) die voldoen aan de opgegeven criteria van de automatiseringsregel." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100 msgid "" ":guilabel:`Set Contract Health value`: set the health value of the " "subscription contract." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:102 msgid "" "If :guilabel:`Send an email to the customer` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:105 msgid "" ":guilabel:`Email Template`: create (and edit) a new email template *or* " "select from a list of pre-configured email templates to send to the " "customer(s)." msgstr "" ":guilabel:`Emailsjabloon`: maak (en bewerk) een nieuwe e-mailsjabloon *of* " "kies uit een lijst met vooraf geconfigureerde e-mailsjablonen om naar de " "klant(en) te sturen." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:108 msgid "" "If :guilabel:`Send an SMS Text Message to the customer` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "" "Als :guilabel:`Een SMS-bericht naar de klant sturen` is geselecteerd in het " "veld :guilabel:`Actie uit te voeren`, verschijnt het volgende veld:" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:111 msgid "" ":guilabel:`SMS Template`: create (and edit) a new SMS template *or* select " "from a list of pre-configured SMS templates to send to the customer(s)." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:114 msgid "" "If :guilabel:`Set Contract Health value` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:117 msgid "" ":guilabel:`Health`: designate the health of the subscription by choosing one" " of the following options: :guilabel:`Neutral`, :guilabel:`Good`, or " ":guilabel:`Bad`." msgstr "" ":guilabel:`Gezondheid`: geef de gezondheid van het abonnement aan door een " "van de volgende opties te kiezen: :guilabel:`Neutraal`, :guilabel:`Goed`, of" " :guilabel:`Slecht`." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:120 msgid "" "In the :guilabel:`Trigger On` field, decide whether the automated rule " "should be triggered on a :guilabel:`Modification` or :guilabel:`Timed " "Condition`." msgstr "" "Bepaal in het :guilabel:`Trigger On` veld of de geautomatiseerde regel moet " "worden getriggerd op een :guilabel:`Wijziging` of :guilabel:`getimede " "voorwaarde`." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:124 msgid "" "A :guilabel:`Trigger Now` button appears at the top of the automation rule " "form *only* when a trigger has been configured for the rule." msgstr "" "Een :guilabel:`Trigger Now` knop verschijnt bovenaan het " "automatiseringsregelformulier *alleen* als er een trigger is geconfigureerd " "voor de regel." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:128 msgid "" "When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the " "action on *all* linked subscriptions, regardless of possible timed " "conditions." msgstr "" "Als er op de :guilabel:`Trigger Now` knop wordt geklikt, zal Odoo de actie " "activeren op *alle* gekoppelde abonnementen, ongeacht eventuele " "tijdsbeperkingen." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:132 msgid "" "Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or " "tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit " ":doc:`../../essentials/in_app_purchase`. For more information on sending SMS" " messages, visit :doc:`../../marketing/sms_marketing`." msgstr "" "Voor het versturen van een SMS tekstbericht in Odoo heb je In-App Purchase " "(IAP) tegoed of tokens nodig. Ga voor meer informatie over :abbr:`IAP (In-" "App Purchase)` naar :doc:`../../essentials/in_app_purchase`. Ga voor meer " "informatie over het verzenden van sms-berichten naar " ":doc:`../../marketing/sms_marketing`." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:137 msgid "" "If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` " "field, the following fields appear:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:140 msgid "" ":guilabel:`Trigger Date`: represents when the condition should be triggered." " If left blank, the action is created upon subscription creation *and* " "updates." msgstr "" ":guilabel:`Triggerdatum`: geeft aan wanneer de voorwaarde moet worden " "getriggerd. Als deze leeg wordt gelaten, wordt de actie aangemaakt bij het " "aanmaken van abonnementen *en* updates." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:142 msgid "" ":guilabel:`Delay After Trigger`: select a delayed amount of time " "(:guilabel:`Minutes`, :guilabel:`Hours`, :guilabel:`Days`, or " ":guilabel:`Months`) for Odoo to wait before triggering the configured " "action. If a negative number is entered, the \"delay\" will occur *before* " "the :guilabel:`Trigger Date`." msgstr "" ":guilabel:`Vertraging na triggeren`: selecteer een vertraagde hoeveelheid " "tijd (:guilabel:`minuten`, :guilabel:`uren`, :guilabel:`dagen`, of " ":guilabel:`maanden`) waarop Odoo moet wachten voordat de geconfigureerde " "actie wordt geactiveerd. Als er een negatief getal wordt ingevoerd, zal de " "\"vertraging\" plaatsvinden *vóór* de :guilabel:`Triggerdatum`." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148 msgid "Activity section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:150 msgid "" "If :guilabel:`Create next activity` is selected in the :guilabel:`Action To " "Do` field, an :guilabel:`Activity` section appears at the bottom of the " ":guilabel:`Automation Rules` form." msgstr "" "Als :guilabel:`Maak volgende activiteit` is geselecteerd in het " ":guilabel:`Actie om te doen` veld, verschijnt er een :guilabel:`Activiteit` " "sectie onderaan het :guilabel:`Automatieregels` formulier." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:153 msgid "" ":guilabel:`Activity Type`: select an pre-configured activity type from the " "drop-down menu." msgstr "" ":guilabel:`Activiteitstype`: selecteer een vooraf geconfigureerd " "activiteitstype uit het vervolgkeuzemenu." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:154 msgid ":guilabel:`Title`: enter a custom title for the chosen activity." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155 msgid "" ":guilabel:`Note`: leave a note for the employee to whom the activity is " "assigned." msgstr "" ":guilabel:`Note`: laat een notitie achter voor de werknemer aan wie de " "activiteit is toegewezen." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:156 msgid "" ":guilabel:`Due Date In`: enter an amount of days within which the activity " "should be completed." msgstr "" ":guilabel:`Datum in`: voer een aantal dagen in waarbinnen de activiteit moet" " worden voltooid." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:157 msgid "" ":guilabel:`Assign To`: choose to assign the specified activity to either: " ":guilabel:`Subscription Salesperson`, :guilabel:`Sales Team Leader`, or " ":guilabel:`Specific Users`." msgstr "" ":guilabel:`Toewijzen aan`: kies om de opgegeven activiteit toe te wijzen " "aan: :guilabel:`Afnemer van abonnement`, :guilabel:`Teamleider verkoop`, of " ":guilabel:`Specifieke gebruikers`." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:161 msgid "" "If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` " "option, a new :guilabel:`Specific Users` field appears beneath it, where a " "specific employee(s) can be chosen as the assignee(s) for the configured " "activity." msgstr "" "Als :guilabel:`Specifieke gebruikers` is geselecteerd als de " ":guilabel:`Toewijzen aan` optie, verschijnt eronder een nieuw " ":guilabel:`Specifieke gebruikers` veld waarin een specifieke werknemer(s) " "kan (kunnen) worden gekozen als de toewijzing(en) voor de geconfigureerde " "activiteit." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166 #: ../../content/applications/sales/subscriptions/closing.rst:105 #: ../../content/applications/sales/subscriptions/renewals.rst:128 #: ../../content/applications/sales/subscriptions/reports.rst:403 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:186 #: ../../content/applications/sales/subscriptions/upselling.rst:107 msgid ":doc:`../subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167 #: ../../content/applications/sales/subscriptions/closing.rst:106 #: ../../content/applications/sales/subscriptions/renewals.rst:129 #: ../../content/applications/sales/subscriptions/reports.rst:404 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:187 #: ../../content/applications/sales/subscriptions/upselling.rst:108 msgid ":doc:`plans`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:168 #: ../../content/applications/sales/subscriptions/closing.rst:107 #: ../../content/applications/sales/subscriptions/renewals.rst:130 #: ../../content/applications/sales/subscriptions/reports.rst:405 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:188 #: ../../content/applications/sales/subscriptions/upselling.rst:109 msgid ":doc:`products`" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:169 msgid ":doc:`../../essentials/in_app_purchase`" msgstr ":doc:`../../essentials/in_app_purchase`" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:5 msgid "" "Odoo *Subscriptions* provides flexibility for businesses to decide whether " "customers can self-manage their subscriptions, or restrict that ability " "entirely." msgstr "" "Odoo *Subscriptions* biedt bedrijven de flexibiliteit om te bepalen of " "klanten hun abonnementen zelf kunnen beheren, of die mogelijkheid helemaal " "kunnen beperken." #: ../../content/applications/sales/subscriptions/closing.rst:11 msgid "" "Start by navigating to :menuselection:`Subscriptions app --> Configuration " "--> Recurring Plans`. From there, either create a new plan by clicking " ":guilabel:`New` or select an existing one to modify it." msgstr "" "Navigeer eerst naar :menuselection:`App Abonnementen --> Configuratie --> " "Terugkerende Plannen`. Maak daar een nieuw plan aan door op :guilabel:`New` " "te klikken of selecteer een bestaand plan om het te wijzigen." #: ../../content/applications/sales/subscriptions/closing.rst:15 msgid "" "Once on the :guilabel:`Recurring Plans` form, enable the " ":guilabel:`Closable` option, in the :guilabel:`Self-Service` section, to " "allow customers to close their own subscriptions using the customer portal." msgstr "" "Activeer op het :guilabel:`Recurring Plans` formulier de " ":guilabel:`Closable` optie in de :guilabel:`Self-Service` sectie, zodat " "klanten hun eigen abonnementen kunnen afsluiten via het klantenportaal." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "The Closable option on a recurring plan form in Odoo Subscriptions." msgstr "" "De optie Afsluitbaar op een formulier voor terugkerende abonnementen in Odoo" " Abonnementen." #: ../../content/applications/sales/subscriptions/closing.rst:24 msgid ":doc:`Configure recurring plans `" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:27 msgid "Close a subscription" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:30 msgid "Administrator view" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:32 msgid "" "After a quotation for a subscription product has been confirmed, it becomes " "a sales order, and the subscription status changes to :guilabel:`In " "Progress`." msgstr "" "Nadat een offerte voor een abonnementsproduct is bevestigd, wordt het een " "verkooporder en verandert de abonnementsstatus in :guilabel:`In Progress`." #: ../../content/applications/sales/subscriptions/closing.rst:35 msgid "" "At that point, the ability to close the subscription becomes available, via " "the :guilabel:`Close` button at the top of the subscription order, near the " "row that contains :guilabel:`In Progress` and other stages. This option is " "also available after the order has been invoiced and the payment has been " "registered." msgstr "" "Op dat moment is de mogelijkheid om het abonnement te sluiten beschikbaar, " "via de :guilabel:`Sluiten` knop bovenaan de abonnementsorder, naast de rij " "met :guilabel:`In Progress` en andere stappen. Deze optie is ook beschikbaar" " nadat de bestelling is gefactureerd en de betaling is geregistreerd." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription from an administration point of view with Odoo " "Subscriptions." msgstr "" "Sluit abonnementen vanuit administratief oogpunt met Odoo Abonnementen." #: ../../content/applications/sales/subscriptions/closing.rst:44 msgid "" "Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` " "pop-up window to appear, allowing administrators to input the reason for " "closing the subscription, or choose from the drop-down menu of options in " "the :guilabel:`Reason` field." msgstr "" "Als je op de knop :guilabel:`Sluiten` klikt, verschijnt er een pop-upvenster" " :guilabel:`Sluitreden` waarin beheerders de reden voor het sluiten van het " "abonnement kunnen invoeren of kunnen kiezen uit het vervolgkeuzemenu met " "opties in het veld :guilabel:`Reden`." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The Close Reason pop-up when the Close button is clicked in Odoo " "Subscriptions." msgstr "" "Het pop-upvenster Reden sluiten wanneer op de knop Sluiten wordt geklikt in " "Odoo Abonnementen." #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "" "When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit`" " button." msgstr "" "Wanneer de gewenste :guilabel:`Redenering` is ingevoerd, klik je op de " ":guilabel:`Zend` knop." #: ../../content/applications/sales/subscriptions/closing.rst:54 msgid "" "Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window " "updates the subscription sales order to show :guilabel:`Churned` status tag," " along with the specified :guilabel:`Close Reason`." msgstr "" "Als je op :guilabel:`Submit` klikt in het pop-upvenster " ":guilabel:`Sluitreden`, wordt de verkooporder van het abonnement bijgewerkt " "en wordt de statuslabel :guilabel:`Churned` weergegeven, samen met de " "opgegeven :guilabel:`Sluitreden`." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "A churned sales order for a closed subscription in Odoo Subscriptions." msgstr "" "Een afgehandelde verkooporder voor een afgesloten abonnement in Odoo " "Abonnementen." #: ../../content/applications/sales/subscriptions/closing.rst:62 msgid "" "That same close reason can be found in the *Chatter* of the sales order, as " "well." msgstr "" "Diezelfde nauwe reden is ook te vinden in de *Chatter* van de verkooporder." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The chatter of a churned sales order for a closed subscription in Odoo " "Subscriptions." msgstr "" "De chatter van een churned verkooporder voor een gesloten abonnement in Odoo" " Abonnementen." #: ../../content/applications/sales/subscriptions/closing.rst:69 msgid "Customer view" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:72 msgid "" "As an administrator, the ability to visualize what customers see when " "managing their subscriptions is accessible via the :guilabel:`Preview` " "button, located at the top of the subscription sales order." msgstr "" "Als beheerder kun je visualiseren wat klanten zien als ze hun abonnementen " "beheren via de :guilabel:`Preview` knop, bovenaan de verkooporder voor " "abonnementen." #: ../../content/applications/sales/subscriptions/closing.rst:76 msgid "" "From the customer's point of view, in the customer portal, the " ":guilabel:`Close Subscription` button is located on the left side of the " "sales order." msgstr "" "Vanuit het oogpunt van de klant bevindt de knop :guilabel:`Abonnement " "sluiten` zich in het klantenportaal aan de linkerkant van de verkooporder." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription button on a customer's view of a sales order in Odoo " "Subscriptions." msgstr "" "Sluit abonnementen knop op een klantweergave van een verkooporder in Odoo " "Abonnementen." #: ../../content/applications/sales/subscriptions/closing.rst:83 msgid "" "When the customer clicks the :guilabel:`Close Subscription` button, a " ":guilabel:`Close Subscription` pop-up window appears, in which the customer " "has to choose from a select list of reasons why they are choosing to close " "the subscription." msgstr "" "Als de klant op de knop :guilabel:`Abonnement sluiten` klikt, verschijnt er " "een pop-upvenster :guilabel:`Abonnement sluiten` waarin de klant moet kiezen" " uit een lijst met redenen waarom hij het abonnement wil sluiten." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The close subscription pop-up window customers see when closing a " "subscription." msgstr "" "Het pop-upvenster voor het sluiten van een abonnement dat klanten te zien " "krijgen bij het sluiten van een abonnement." #: ../../content/applications/sales/subscriptions/closing.rst:92 msgid "" "Customers can *only* chose a pre-configured reason why the subscription is " "being closed. They can *not* enter a custom reason from the customer portal." " These selections can be adjusted by navigating to " ":menuselection:`Subscriptions --> Configuration --> Close Reasons`." msgstr "" "Klanten kunnen *alleen* een vooraf geconfigureerde reden kiezen waarom het " "abonnement wordt afgesloten. Ze kunnen *niet* een aangepaste reden invoeren " "vanuit het klantenportaal. Deze selecties kunnen worden aangepast door te " "navigeren naar :menuselectie:`Abonnementen --> Configuratie --> Redenen " "sluiten`." #: ../../content/applications/sales/subscriptions/closing.rst:96 msgid "" "Once the customer has chosen a close reason, they would click the " ":guilabel:`Submit` button on the pop-up window." msgstr "" "Zodra de klant een reden heeft gekozen om te sluiten, klikt hij op de knop " ":guilabel:`Submit` in het pop-upvenster." #: ../../content/applications/sales/subscriptions/closing.rst:99 msgid "" "Upon closure, the subscription order in the customer portal is tagged as " ":guilabel:`Closed`." msgstr "" "Bij het afsluiten wordt de abonnementsorder in het klantenportaal getagd als" " :guilabel:`Closed`." #: ../../content/applications/sales/subscriptions/closing.rst:101 msgid "" "In addition, the specified :guilabel:`Close Reason` appears on the " "subscription order in the *Subscriptions* app in the backend " "(Administrator's view)." msgstr "" "Bovendien verschijnt de opgegeven :guilabel:`Sluit Reden` op de " "abonnementsorder in de *Aanmeldingen* app in de backend " "(beheerdersweergave)." #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Subscriptions in the eCommerce shop" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:5 msgid "" "Subscription products can be sold in the Odoo *eCommerce* shop just like " "regular sales products." msgstr "" "Abonnementsproducten kunnen worden verkocht in de Odoo *eCommerce* winkel, " "net als gewone verkoopproducten." #: ../../content/applications/sales/subscriptions/ecommerce.rst:8 msgid "" ":doc:`Configure subscription products " "`" msgstr "" ":doc:`Configureer abonnementsproducten " "`" #: ../../content/applications/sales/subscriptions/ecommerce.rst:11 msgid "Selling eCommerce subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:13 msgid "" ":doc:`Configure the subscription product ` as a regular recurring" " sales product. To start selling the subscription in the eCommerce shop, " "click the :guilabel:`Go to Website` smart button to navigate to the product " "page." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" "From here, review the subscription product and its recurring periods. Then, " "toggle the switch in the upper-right corner from :guilabel:`Unpublished` to " ":guilabel:`Published`." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "" "The new subscription product is now available to purchase on the eCommerce " "website, with options for the different recurring periods." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "Subscription product on eCommerce website." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:3 msgid "Wire transfer" msgstr "Overboeking" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:5 msgid "" "The *wire transfer* payment method allows for payment instructions to be " "shared with a customer after purchasing a product. With a subscription, " "these payment instructions are shared every time the payment is renewed." msgstr "" "Met de betaalmethode *overboeking* kunnen betalingsinstructies worden " "gedeeld met een klant na aankoop van een product. Bij een abonnement worden " "deze betalingsinstructies elke keer dat de betaling wordt vernieuwd gedeeld." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:10 msgid "" "The wire transfer payment method requires minimal setup, but in most cases, " "it is inefficient compared to other online payment providers. It is " "recommended to use another payment provider with subscriptions, due to wire " "transfers requiring manual confirmation for each payment." msgstr "" "De overboekingsmethode vereist minimale configuratie, maar is in de meeste " "gevallen inefficiënt vergeleken met andere online betaalproviders. Het is " "aan te raden om een andere betalingsprovider te gebruiken bij abonnementen, " "omdat overschrijvingen voor elke betaling een handmatige bevestiging " "vereisen." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:19 msgid "" "To use the wire transfer payment method, first ensure the *Wire Transfer* " "payment method is enabled." msgstr "" "Om de betaalmethode met bankoverschrijving te gebruiken, zorg je er eerst " "voor dat de betaalmethode *Betaling via bankoverschrijving* is ingeschakeld." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:21 msgid "" "To do so, begin by navigating to the *Payment Providers* page in either the " "**Accounting**, **Website**, or **Sales** apps." msgstr "" "Om dit te doen, ga je eerst naar de pagina *Betalingsaanbieders* in de " "**Boekhouding**, **Website** of **Verkoop** apps." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:24 msgid "" "For example, navigate to :menuselection:`Accounting app --> Configuration " "--> Online Payments: Payment Providers`, then click the :guilabel:`Wire " "Transfer` card." msgstr "" "Navigeer bijvoorbeeld naar :menuselectie:`Accounting app --> Configuratie " "--> Online betalingen: Payment Providers` en klik vervolgens op de " ":guilabel:`Wire Transfer` kaart." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:28 msgid "" "If the **Accounting** app is not installed, the *Payment Providers* page can" " also be reached by navigating to :menuselection:`Website app --> " "Configuration --> eCommerce: Payment Providers`, or :menuselection:`Sales " "app --> Configuration --> Online Payments: Payment Providers`." msgstr "" "Als de **Boekhouding** app niet is geïnstalleerd, kan de " "*Betalingsaanbieders* pagina ook worden bereikt door te navigeren naar " ":menuselection:`Website app --> Configuratie --> eCommerce: Payment " "Providers`, of :menuselection:`Verkoop app --> Configuratie --> Online " "Betalingen: Betalingsproviders`." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:32 msgid "" "Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable wire " "transfers. Use the drop-down menus next to the :guilabel:`Company` and " ":guilabel:`Website` fields to set where wire transfers can be used." msgstr "" "Stel vervolgens de :guilabel:`State` in op :guilabel:`Enabled` om " "overschrijvingen in te schakelen. Gebruik de vervolgkeuzemenu's naast de " "velden :guilabel:`Bedrijf` en :guilabel:`Website` om in te stellen waar " "overschrijvingen kunnen worden gebruikt." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:36 msgid "" "The options in the :guilabel:`Configuration` tab can be used to customize " "the wire transfer. Optionally tick the checkbox next to :guilabel:`Enable QR" " Codes` to enable the use of QR codes when paying by wire transfer, if " "desired." msgstr "" "De opties op het tabblad :guilabel:`Configuratie` kunnen worden gebruikt om " "de overschrijving aan te passen. Vink desgewenst het selectievakje naast " ":guilabel:`Enable QR Codes` aan om het gebruik van QR-codes in te schakelen " "bij betalingen per bankoverschrijving." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:40 msgid "" "Use the drop-down menu next to the :guilabel:`Communication` field to select" " the communication type used on sales orders. Choose :guilabel:`Based on " "Document Reference` to use the sales order (or invoice number), or " ":guilabel:`Based on Customer ID` to use the customer identifier. With either" " method selected, communication is given to the customer, once they choose " "the wire transfer payment method." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:46 msgid "" "The configuration options listed under the :guilabel:`Availability` section " "are used to set payment restrictions, and are optional. Use the " ":guilabel:`Maximum Amount` field to set a maximum payment value, the " ":guilabel:`Currencies` field to restrict any currencies from being used for " "payment, and the :guilabel:`Countries` field to restrict payment from any " "particular countries, if desired." msgstr "" "De configuratieopties in de sectie :guilabel:`Beschikbaarheid` worden " "gebruikt om betalingsbeperkingen in te stellen en zijn optioneel. Gebruik " "het :guilabel:`Maximumbedrag` veld om een maximale betalingswaarde in te " "stellen, het :guilabel:`Koersen` veld om het gebruik van valuta's voor " "betalingen te beperken en het :guilabel:`Landen` veld om betalingen uit " "bepaalde landen te beperken, indien gewenst." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:51 msgid "" "In the :guilabel:`Messages` tab, use the :guilabel:`Pending Message` field " "to add a message containing wire transfer information. This message is " "displayed to the customer after confirming their order, as well as if the " "order is marked as pending after the payment is processed." msgstr "" "Gebruik in het tabblad :guilabel:`Messages` het veld :guilabel:`Pending " "Message` om een bericht met informatie over de overboeking toe te voegen. " "Dit bericht wordt aan de klant getoond na het bevestigen van de bestelling " "en ook als de bestelling als hangend wordt gemarkeerd nadat de betaling is " "verwerkt." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:55 msgid "" "If :doc:`a bank account <../../../finance/accounting/bank>` has already been" " defined, the account number is automatically added to the default message " "generated by Odoo. A bank account can also be added afterwards, and the " "message updates with the appropriate bank information by clicking :icon:`fa-" "refresh` :guilabel:`Reload pending message`." msgstr "" "Als :doc:`een bankrekening <../../../finance/accounting/bank>` al is " "gedefinieerd, wordt het rekeningnummer automatisch toegevoegd aan het " "standaardbericht dat door Odoo wordt gegenereerd. Een bankrekening kan ook " "achteraf worden toegevoegd en het bericht wordt bijgewerkt met de juiste " "bankgegevens door te klikken op :icon:`fa-refresh` :guilabel:`Reload pending" " message`." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:60 msgid "" "Once all necessary configuration settings are complete, the :icon:`fa-eye-" "slash` :guilabel:`Unpublished` smart button located at the top of the page " "automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the " "wire transfer payment option is now visible to customers. Only keep the " "payment method published if payments are ready to be received." msgstr "" "Zodra alle noodzakelijke configuratie-instellingen zijn voltooid, verandert " "de :icon:`fa-eye-slash` :guilabel:`Unpublished` slimme knop bovenaan de " "pagina automatisch in :icon:`fa-globe` :guilabel:`Published` om aan te geven" " dat de betaaloptie voor bankoverschrijvingen nu zichtbaar is voor klanten. " "Houd de betaalmethode alleen gepubliceerd als er betalingen klaar staan om " "te worden ontvangen." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:66 msgid "" "It is possible to keep the payment method enabled, but **not** visible to " "customers, until payments are ready to be received. To do that, set the " "smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting " "the :guilabel:`State` to :guilabel:`Enabled`." msgstr "" "Het is mogelijk om de betaalmethode ingeschakeld te houden, maar **niet** " "zichtbaar voor klanten, totdat de betalingen klaar zijn om te worden " "ontvangen. Om dat te doen, stel je de slimme knop in op :icon:`fa-eye-slash`" " :guilabel:`Unpublished` nadat je de :guilabel:`State` hebt ingesteld op " ":guilabel:`Enabled`." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The wire transfer card enabled and published." msgstr "De overschrijvingskaart is ingeschakeld en gepubliceerd." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:75 msgid "Test mode" msgstr "Testmodus" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:77 msgid "" "The wire transfer payment method can be tested before it is accessed by " "customers by selecting the :guilabel:`Test Mode` option in the " ":guilabel:`State` field on the form. Upon selecting :guilabel:`Test Mode`, " "an orange :guilabel:`Test mode` banner appears in the upper-right corner of " "the form." msgstr "" "De betaalmethode voor elektronische overboeking kan worden getest voordat " "deze door klanten wordt gebruikt door de optie :guilabel:`Testmodus` te " "selecteren in het veld :guilabel:`Status` op het formulier. Bij het " "selecteren van :guilabel:`Testmodus` verschijnt er een oranje " ":guilabel:`Testmodus` banner in de rechterbovenhoek van het formulier." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:82 msgid "" "Next, enter the credentials for a bank account with accessible transactions " "in the :guilabel:`Messages` tab. To re-enable normal function after testing," " change the :guilabel:`State` setting to :guilabel:`Enabled`." msgstr "" "Voer vervolgens op het tabblad :guilabel:`Messages` de gegevens in van een " "bankrekening met toegankelijke transacties. Om de normale functie na het " "testen weer in te schakelen, verander je de instelling :guilabel:`State` in " ":guilabel:`Enabled`." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:87 msgid "" "By default, the payment provider remains :guilabel:`Unpublished` in " ":guilabel:`Test Mode`, so it is not visible to visitors." msgstr "" "Standaard blijft de betalingsprovider :guilabel:`Unpublished` in " ":guilabel:`Testmodus`, dus hij is niet zichtbaar voor bezoekers." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:91 msgid "" "It is recommended to use the :guilabel:`Test Mode` setting on a duplicate " "(or test) database to avoid potential issues with invoice numbering." msgstr "" "Het wordt aanbevolen om de :guilabel:`Testmodus` instelling te gebruiken op " "een dubbele (of test) database om mogelijke problemen met factuurnummering " "te voorkomen." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:97 msgid "Pay by wire transfer" msgstr "Betalen via overschrijving" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:99 msgid "" "With wire transfers :ref:`enabled and published `, customers see wire transfers as an available " "payment method at checkout when purchasing a product." msgstr "" "Met overschrijvingen :ref:`ingeschakeld en gepubliceerd `, zien klanten bij het afrekenen van een product " "overschrijvingen als een beschikbare betaalmethode." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:102 msgid "" "When this method is selected by a customer, they are shown the *Pending " "Message* set in the :ref:`wire transfer configuration page " "`, after confirming their " "purchase. Once the purchase is confirmed, a sales order is created." msgstr "" "Als deze methode door een klant wordt geselecteerd, krijgen ze na het " "bevestigen van hun aankoop het *In afwachting bericht* te zien dat is " "ingesteld in de :ref:`draadoverboeking-configuratiepagina " "`. Zodra de aankoop is " "bevestigd, wordt er een verkooporder aangemaakt." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The wire transfer pending message shown to customers." msgstr "Het bericht \"Overboeking in behandeling\" dat aan klanten wordt getoond." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:111 msgid "" "Online orders remain in the *Quotation sent* (i.e. unpaid order) stage until" " both the payment is received, *and* the order is confirmed manually, using " "the :guilabel:`Confirm` button on the sales order." msgstr "" "Online bestellingen blijven in de fase *Opdracht verzonden* (d.w.z. " "onbetaalde bestelling) totdat zowel de betaling is ontvangen *en* de " "bestelling handmatig is bevestigd met de :guilabel:`Bevestigen` knop op de " "verkooporder." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:115 msgid "" "To begin processing the payment, navigate to :menuselection:`Sales app --> " "Orders --> Orders`, and click the corresponding sales order. Ensure the " "sales order is correct, then click :guilabel:`Confirm` to confirm the sales " "order." msgstr "" "Om te beginnen met het verwerken van de betaling, navigeer je naar " ":menuselection:`Verkoop app --> Bestellingen --> Bestellingen` en klik je op" " de bijbehorende verkooporder. Controleer of de verkooporder correct is en " "klik dan op :guilabel:`Bevestigen` om de verkooporder te bevestigen." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:119 msgid "" "Next, click the new :guilabel:`Create Invoice` button, then choose " ":guilabel:`Regular invoice`, and click :guilabel:`Create Draft Invoice`. A " "draft of the invoice appears. Click :guilabel:`Confirm` to validate the " "invoice." msgstr "" "Klik vervolgens op de nieuwe :guilabel:`Factuur maken` knop, kies vervolgens" " :guilabel:`Reguliere factuur` en klik op :guilabel:`Ontwerpfactuur maken`. " "Er verschijnt een conceptfactuur. Klik op :guilabel:`Bevestigen` om de " "factuur te valideren." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:123 msgid "" "To send this invoice to the customer, click the :guilabel:`Send & Print` " "button. A :guilabel:`Send` pop-up window appears, with an email template " "configured, and a PDF invoice attached." msgstr "" "Om deze factuur naar de klant te sturen, klik je op de :guilabel:`Versturen " "& Afdrukken` knop. Er verschijnt een :guilabel:`Versturen` pop-upvenster met" " een e-mailsjabloon en een PDF-factuur als bijlage." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:126 msgid "" "Ensure the information is correct, then click :guilabel:`Send & Print`. The " "pop-up window disappears, and the :guilabel:`Send & Print` button turns gray" " to show the invoice has been sent." msgstr "" "Controleer of de informatie correct is en klik dan op :guilabel:`Versturen &" " Afdrukken`. Het pop-upvenster verdwijnt en de knop :guilabel:`Versturen & " "Afdrukken` wordt grijs om aan te geven dat de factuur is verzonden." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:130 msgid "" "The default template for sending an invoice can be modified by navigating to" " :menuselection:`Settings app --> Companies --> Email Templates --> Review " "All Templates --> Invoice: Sending`." msgstr "" "De standaardsjabloon voor het verzenden van een factuur kan worden gewijzigd" " door te navigeren naar :menuselectie:`Instellingen app --> Bedrijven --> " "E-mailsjablonen --> Alle sjablonen bekijken --> Factuur: Verzenden`." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:134 msgid "" "Next, click the :guilabel:`Register payment` button on the invoice page. A " "pop-up window titled, :guilabel:`Register Payment`, appears with options for" " selecting the type of payment. In the :guilabel:`Journal` field, select " ":guilabel:`Bank` from the drop-down menu. Next, set the :guilabel:`Payment " "Method` to :guilabel:`Manual`. Ensure the :guilabel:`Amount` and " ":guilabel:`Payment Date` are correct, then click the :guilabel:`Create " "Payment` button." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The register payment pop-up window." msgstr "Het pop-upvenster Betaling registreren." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:144 msgid "" "The customer invoice is revealed with a green :guilabel:`In Payment` banner " "in the upper-right corner. At this point, the flow is now complete." msgstr "" "De klantfactuur wordt weergegeven met een groene :guilabel:`In Betaling` " "banner in de rechterbovenhoek. Op dit punt is de stroom nu voltooid." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The green in payment banner displayed on the invoice." msgstr "De banner voor groen in betaling wordt weergegeven op de factuur." #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:152 msgid "" "If payment has been received before sending the invoice, such as in cash, " "the payment can still be registered in Odoo by clicking the " ":guilabel:`Register Payment` button, and creating the payment *before* " "clicking :guilabel:`Send & Print`. Now, when an invoice is sent using the " ":guilabel:`Send & Print` button, a new line is automatically added to the " "invoice message, stating the invoice is already paid." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "Abonnementen" #: ../../content/applications/sales/subscriptions/plans.rst:5 msgid "" "*Subscription plans* are :doc:`quotation templates " "` used to " "preconfigure quotations with subscription products. Use subscription plans " "to quickly create subscription orders." msgstr "" "*Abonnementsplannen* zijn :doc:`quotatiesjablonen " "` die worden gebruikt om" " offertes vooraf te configureren met abonnementsproducten. Gebruik " "abonnementsplannen om snel bestellingen met abonnementen te maken." #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "Abonnementsplannen configureren" #: ../../content/applications/sales/subscriptions/plans.rst:12 msgid "" "To configure subscription plans, go to :menuselection:`Subscriptions --> " "Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, " "or select an existing plan to edit it." msgstr "" "Om abonnementen te configureren, ga je naar :menuselection:`Abonnementen -->" " Configuratie --> Plannen`. Klik vervolgens op :guilabel:`New` om een nieuw " "plan te maken of selecteer een bestaand plan om het te bewerken." #: ../../content/applications/sales/subscriptions/plans.rst:15 msgid "" "Since the Odoo *Subscriptions* app is integrated closely with the *Sales* " "app, subscription plans use the same form as quotation templates." msgstr "" "Omdat de Odoo *Subscriptions* app nauw geïntegreerd is met de *Sales* app, " "gebruiken abonnementen hetzelfde formulier als offertesjablonen." #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "Configuratieformulier abonnementsplan (offertesjabloon)." #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "Het formulier voor abonnementen bevat de volgende opties:" #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid "" ":guilabel:`Name`: Enter a name for the subscription plan at the top of the " "page." msgstr "" ":guilabel:`Naam`: Voer een naam in voor het abonnement bovenaan de pagina." #: ../../content/applications/sales/subscriptions/plans.rst:25 msgid "" ":guilabel:`Quotation expires after`: Enter the number of days after which " "the quotation expires, starting from the day the quotation is sent to the " "customer. Leave this field at zero for the quotation to never expire." msgstr "" ":guilabel:`Aanbieding vervalt na`: Voer het aantal dagen in waarna de " "offerte vervalt, vanaf de dag dat de offerte naar de klant is gestuurd. Laat" " dit veld op nul staan als de offerte nooit vervalt." #: ../../content/applications/sales/subscriptions/plans.rst:28 msgid "" ":guilabel:`Online Confirmation`: Check the boxes next to " ":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to " "confirm their subscription order by signing or paying for the quotation. " "Enable both to leave the choice to the customer. Enable neither to only " "confirm the quotation in the backend." msgstr "" ":guilabel:`Online bevestiging`: Vink de vakjes naast " ":guilabel:`Handtekening` of :guilabel:`Betaling` aan om de klant in staat te" " stellen de bestelling van het abonnement te bevestigen door te ondertekenen" " of te betalen. Schakel beide in om de keuze aan de klant te laten. Zet geen" " van beide aan om de offerte alleen in de backend te bevestigen." #: ../../content/applications/sales/subscriptions/plans.rst:32 msgid "" ":guilabel:`Confirmation Mail`: Select an :doc:`email template " "` for the confirmation email" " that is automatically sent to the customer after the quotation is " "confirmed. Leave this field blank to send nothing." msgstr "" ":guilabel:`Bevestigingsmail`: Selecteer een :doc:`email template " "` voor de bevestigingsmail " "die automatisch naar de klant wordt gestuurd nadat de offerte is bevestigd. " "Laat dit veld leeg om niets te versturen." #: ../../content/applications/sales/subscriptions/plans.rst:37 msgid "" "To create a new email template, enter a name for the template, then click " ":guilabel:`Create and edit`." msgstr "" "Om een nieuwe e-mailsjabloon te maken, voer je een naam in voor de sjabloon " "en klik je vervolgens op :guilabel:`Maken en bewerken`." #: ../../content/applications/sales/subscriptions/plans.rst:39 msgid "" "To edit an existing email template, select one from the drop-down menu, then" " click on the :guilabel:`Internal link` arrow at the end of the line." msgstr "" "Om een bestaande e-mailsjabloon te bewerken, selecteer je er een uit het " "vervolgkeuzemenu en klik je vervolgens op de :guilabel:`Interne link`-pijl " "aan het einde van de regel." #: ../../content/applications/sales/subscriptions/plans.rst:42 msgid "" ":guilabel:`Recurrence`: Select the recurrence period used for the plan. The " "recurrence periods available here are the same ones that are configured in " ":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`." msgstr "" ":guilabel:`herhaling`: Selecteer de herhalingsperiode die wordt gebruikt " "voor het plan. De herhalingsperioden die hier beschikbaar zijn, zijn " "dezelfde die zijn geconfigureerd in :menuselection:`Aanmeldingen --> " "Configuratie --> Herhalingsperioden`." #: ../../content/applications/sales/subscriptions/plans.rst:46 msgid "" "Selecting a :guilabel:`Recurrence` turns the quotation template into a " "subscription plan and enables the following additional options:" msgstr "" "Als je een :guilabel:`Recurrence` selecteert, verandert de offertesjabloon " "in een abonnementsplan en worden de volgende extra opties ingeschakeld:" #: ../../content/applications/sales/subscriptions/plans.rst:49 msgid "" ":guilabel:`Duration`: Choose whether the subscription plan has no end date " "(:guilabel:`Forever`) or a :guilabel:`Fixed` duration." msgstr "" ":guilabel:`Duur`: Kies of het abonnement geen einddatum heeft " "(:guilabel:`Forever`) of een :guilabel:`Fixed` duur." #: ../../content/applications/sales/subscriptions/plans.rst:52 msgid "" "If the duration is :guilabel:`Forever`, then the subscription plan will " "continually renew until either the customer or the company manually ends the" " subscription." msgstr "" "Als de duur :guilabel:`Forever` is, dan wordt het abonnement steeds verlengd" " totdat de klant of het bedrijf het abonnement handmatig beëindigt." #: ../../content/applications/sales/subscriptions/plans.rst:54 msgid "" "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` " "date, which determines the amount of time after which the subscription will " "automatically end." msgstr "" "Als de duur :guilabel:`Vast` is, voer dan een :guilabel:`Eindig na` datum " "in, die bepaalt na hoeveel tijd het abonnement automatisch wordt beëindigd." #: ../../content/applications/sales/subscriptions/plans.rst:57 msgid "" ":guilabel:`Self Closable`: Check this box to enable the customer to " "terminate their subscription from the :doc:`customer portal " "`." msgstr "" ":guilabel:`Zelfsluitbaar`: Vink dit vakje aan als de klant zijn abonnement " "wil kunnen beëindigen vanuit het :doc:`klantenportaal " "`." #: ../../content/applications/sales/subscriptions/plans.rst:60 msgid "" ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*" " subscriptions *past* the due date are automatically closed." msgstr "" ":guilabel:`Automatisch afsluiten`: Voer het aantal dagen in waarna " "*onbetaalde* abonnementen *na* de vervaldatum automatisch worden afgesloten." #: ../../content/applications/sales/subscriptions/plans.rst:62 msgid "" ":guilabel:`Invoicing Journal`: Select the accounting journal in which " "invoices for this subscription plan are recorded. Leave this field blank to " "use the sales journal with the lowest sequence." msgstr "" ":guilabel:`Factureringsdagboek`: Selecteer het boekhoudjournaal waarin de " "facturen voor dit abonnement worden geregistreerd. Laat dit veld leeg om het" " verkoopjournaal met de laagste reeks te gebruiken." #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "Abonnementsplan met Herhaling geselecteerd." #: ../../content/applications/sales/subscriptions/plans.rst:70 msgid "" "In the :guilabel:`Lines` tab, create the order lines for the quotation. " "Click :guilabel:`Add a product`, select a product to include in the plan, " "and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add" " as many products as desired to the order lines." msgstr "" "Op het tabblad :guilabel:`Lijnen` maak je de orderregels voor de offerte. " "Klik op :guilabel:`Een product toevoegen`, selecteer een product dat je in " "het plan wilt opnemen en voer vervolgens de :guilabel:`Hoeveelheid` en " ":guilabel:`maateenheid` in. Voeg zoveel producten als gewenst toe aan de " "orderregels." #: ../../content/applications/sales/subscriptions/plans.rst:74 msgid "" "In the :guilabel:`Optional Products` tab, enter any optional products that " "the customer can add to their quotation before confirming the order." msgstr "" "Op het tabblad :guilabel:`Optionele producten` voer je optionele producten " "in die de klant aan zijn offerte kan toevoegen voordat hij de bestelling " "bevestigt." #: ../../content/applications/sales/subscriptions/plans.rst:77 msgid "" "If the subscription plan has unique :doc:`terms and conditions " "`, add " "them in the :guilabel:`Terms & Conditions` tab. If terms conditions are " "specified on a plan, these will be used instead of the default terms and " "conditions set up in the *Sales* app settings." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "Tabblad Algemene voorwaarden abonnementen." #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "Gebruik abonnementen op offertes" #: ../../content/applications/sales/subscriptions/plans.rst:89 msgid "" "Quotations for subscription products can be created in both the " "*Subscriptions* app and the *Sales* app." msgstr "" "Offertes voor abonnementsproducten kunnen zowel in de *Aanmeldingen* app als" " in de *Verkoop* app worden gemaakt." #: ../../content/applications/sales/subscriptions/plans.rst:92 msgid "" "From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to " "create a new quotation. Then, select a subscription plan in the " ":guilabel:`Subscription Plan` field." msgstr "" "Klik in het :guilabel:`Aanmeldingen` dashboard op :guilabel:`Nieuw` om een " "nieuwe offerte aan te maken. Selecteer vervolgens een abonnement in het " ":guilabel:`Subscription Plan` veld." #: ../../content/applications/sales/subscriptions/plans.rst:95 msgid "" "The :guilabel:`Recurrence`, products, and other information from the plan " "are automatically filled in. The quotation can then be modified further as " "needed." msgstr "" "De :guilabel:`herhaling`, producten en andere informatie uit het plan worden" " automatisch ingevuld. De offerte kan dan indien nodig verder worden " "aangepast." #: ../../content/applications/sales/subscriptions/plans.rst:98 msgid "" "From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new " "quotation. Then, select a subscription plan in the :guilabel:`Quotation " "Template` field." msgstr "" "Klik in het :guilabel:`Verkopen` dashboard op :guilabel:`Nieuw` om een " "nieuwe offerte te maken. Selecteer vervolgens een abonnement in het " ":guilabel:`offertesjabloon` veld." #: ../../content/applications/sales/subscriptions/plans.rst:101 msgid "" "All subscription orders will appear on the :guilabel:`Subscriptions` " "dashboard regardless of whether they were created in the *Subscriptions* app" " or the *Sales* app." msgstr "" "Alle orders voor abonnementen verschijnen op het :guilabel:`Subscriptions` " "dashboard, ongeacht of ze zijn aangemaakt in de *Subscriptions* app of de " "*Sales* app." #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "Abonnementsproducten" #: ../../content/applications/sales/subscriptions/products.rst:5 msgid "" "By closely integrating with the Odoo *Sales* app, the *Subscriptions* app " "enables users to sell subscription products alongside regular sales " "products. While regular products are sold on a one-time basis, subscription " "products are sold on a renewing basis, generating recurring revenue." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "" "In Odoo worden abonnementsproducten ook wel *recurring* producten genoemd." #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "Herhalingsperioden configureren" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." msgstr "" "Om met abonnementen aan de slag te gaan, moeten de *herhalingsperioden* naar" " behoefte goed worden geconfigureerd." #: ../../content/applications/sales/subscriptions/products.rst:16 msgid "" "Recurrence periods are the time periods in which subscriptions renew. They " "designate how often the customer pays for (and receives) subscription " "products." msgstr "" "Herhalingsperioden zijn de tijdsperioden waarin abonnementen worden " "verlengd. Ze geven aan hoe vaak de klant betaalt voor (en ontvangt) " "abonnementsproducten." #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." msgstr "" "Ga naar :menuselectie:`App Abonnementen --> Configuratie --> " "Herhalingsperioden` om herhalingsperioden te configureren." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "De pagina Herhalingsperioden in Odoo Abonnementen." #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" msgstr "" "De *Subscriptions* app wordt geleverd met een aantal basis " "herhalingsperioden die al zijn geconfigureerd:" #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" msgstr ":guilabel:`maandelijks`" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" msgstr ":guilabel:`Kwartaal`" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" msgstr ":guilabel:`Wekelijks`" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr ":guilabel:`2 weken`" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" msgstr ":guilabel:`Jaarlijks`" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" msgstr ":guilabel:`3 Jaar`" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" msgstr ":guilabel:`5 Jaar`" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." msgstr "" "Nieuwe herhalingsperioden kunnen op elk moment worden toegevoegd en/of " "bewerkt." #: ../../content/applications/sales/subscriptions/products.rst:38 msgid "" "To create a new recurrence period, click :guilabel:`New` on the " ":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence " "period form." msgstr "" "Om een nieuwe herhalingsperiode aan te maken, klik je op :guilabel:`Nieuw` " "op de :guilabel:`herhalingsperioden` pagina. Hierdoor verschijnt er een leeg" " formulier voor herhalingsperioden." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "Een formulier voor een terugkerende periode in Odoo Abonnementen." #: ../../content/applications/sales/subscriptions/products.rst:45 msgid "" "Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the " "recurrence period, and select the :guilabel:`Unit` that defines the " "duration." msgstr "" "Voer dan de :guilabel:`naam` en :guilabel:`duur` van de herhalingsperiode in" " en selecteer de :guilabel:`eenheid` die de duur definieert." #: ../../content/applications/sales/subscriptions/products.rst:49 msgid "" "The unit :guilabel:`Days` *cannot* be used as a recurrence period on " "subscriptions. The daily recurrence is meant for rentals, and **cannot** be " "added on recurring subscription sales orders." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." msgstr "" "Deze beperking is er om verkooporders te voorkomen die dagelijkse facturen " "zouden genereren." #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "Configuratie productformulier" #: ../../content/applications/sales/subscriptions/products.rst:57 msgid "" "To create a new subscription product, navigate to " ":menuselection:`Subscriptions app --> Products --> Products`, and click " ":guilabel:`New`." msgstr "" "Om een nieuw abonnementsproduct te maken, navigeer je naar " ":menuselectie:`App Abonnementen --> Producten --> Producten` en klik je op " ":guilabel:`Nieuw`." #: ../../content/applications/sales/subscriptions/products.rst:60 msgid "" "Doing so reveals a blank product form, which can be configured and " "customized in a number of ways." msgstr "" "Als je dit doet, krijg je een leeg productformulier te zien, dat je op " "verschillende manieren kunt configureren en aanpassen." #: ../../content/applications/sales/subscriptions/products.rst:63 msgid "" "By default, the :guilabel:`Recurring` option is already enabled, prompting " "Odoo to recognize it as a subscription product. Be sure to leave the " ":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:67 msgid "" "The :guilabel:`Product Type` field is set to :guilabel:`Service` by default," " as well. However, subscription products *can* be set to other types, if " "needed." msgstr "" "Het :guilabel:`Producttype` veld is standaard ook ingesteld op " ":guilabel:`dienst`. Abonnementsproducten *kunnen* echter op andere typen " "worden ingesteld als dat nodig is." #: ../../content/applications/sales/subscriptions/products.rst:71 msgid "" "When creating a physical subscription product in the Odoo **Sales** " "application, the :guilabel:`Invoicing Policy` must be set to " ":guilabel:`Ordered quantities`." msgstr "" "Bij het maken van een fysiek abonnementsproduct in de Odoo **Verkoop** " "applicatie moet de :guilabel:`Factureringsbeleid` worden ingesteld op " ":guilabel:`Bestelde hoeveelheden`." #: ../../content/applications/sales/subscriptions/products.rst:74 msgid "" "Setting it to :guilabel:`Delivered quantities` causes issues with invoice " "creation, and disrupts the subscription process." msgstr "" "Het instellen op :guilabel:`Geleverde hoeveelheden` veroorzaakt problemen " "met het maken van facturen en verstoort het inschrijvingsproces." #: ../../content/applications/sales/subscriptions/products.rst:77 msgid "" "Similarly, when creating a physical subscription product in the Odoo " "**Subscriptions** application, the :guilabel:`Invoicing Policy` must **not**" " be set to :guilabel:`Based on Delivered Quantity (Manual)` for the same " "reasons." msgstr "" "Op dezelfde manier moet bij het maken van een fysiek abonnementsproduct in " "de Odoo **Subscriptions** applicatie, de :guilabel:`Factureringsbeleid` " "**niet** worden ingesteld op :guilabel:`Gebaseerd op Geleverde Hoeveelheid " "(Handmatig)` om dezelfde redenen." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "Een basisformulier voor een abonnement in Odoo Abonnementen." #: ../../content/applications/sales/subscriptions/products.rst:86 msgid "Time-based pricing" msgstr "Op tijd gebaseerde prijzen" #: ../../content/applications/sales/subscriptions/products.rst:88 msgid "" "Once the desired fields in the :guilabel:`General Information` tab have been" " entered, click the :guilabel:`Time-based pricing` tab on the product form." msgstr "" "Nadat de gewenste velden op het tabblad :guilabel:`Algemene informatie` zijn" " ingevuld, klik je op het tabblad :guilabel:`Prijzen op basis van tijd` op " "het productformulier." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." msgstr "" "Het tabblad Tijdgebaseerde prijzen op een formulier voor een " "abonnementsproduct in Odoo Abonnementen." #: ../../content/applications/sales/subscriptions/products.rst:95 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "" "Klik hier op :guilabel:`Een prijs toevoegen` om te beginnen met het " "definiëren van terugkerende prijzen." #: ../../content/applications/sales/subscriptions/products.rst:97 msgid "" "In the :guilabel:`Period` column, select a desired recurrence period. In the" " :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the " ":guilabel:`Price` column, enter the price for that recurrence period." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:102 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." msgstr "" ":guilabel:`Daily` en :guilabel:`Hourly` periodes **kunnen** niet gebruikt " "worden op terugkerende producten." #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "" "Het pop-upvenster met validatiefouten dat verschijnt in Odoo Abonnementen." #: ../../content/applications/sales/subscriptions/products.rst:109 msgid "" "There is *no limit* to how many lines can be added to the :guilabel:`Time-" "based pricing` table." msgstr "" "Er is *geen limiet* aan het aantal regels dat kan worden toegevoegd aan de " ":guilabel:`Prijzen op basis van tijd` tabel." #: ../../content/applications/sales/subscriptions/products.rst:112 msgid "" "An existing product can be made into a subscription product, simply by " "marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based " "pricing` on the product form." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:118 msgid "" ":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with" " subscription products to give special pricing to customers included in " "pricelists." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:121 msgid "" "This can be configured either in the :guilabel:`Time-based pricing` tab of " "the product form, or on the pricelist form in the *Sales* application." msgstr "" "Dit kan worden geconfigureerd in het :guilabel:`Prijzen op basis van tijd` " "tabblad van het productformulier, of op het prijslijstformulier in de " "*Verkoop* applicatie." #: ../../content/applications/sales/subscriptions/products.rst:124 msgid "" "To create recurring price rules for specific pricelists in the " ":guilabel:`Time-based pricing` tab of the product form, select a pricelist " "in the :guilabel:`Pricelist` column." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "" "Prijslijsten op het tabblad \"Prijzen op basis van tijd\" van het " "productformulier." #: ../../content/applications/sales/subscriptions/products.rst:131 msgid "" "When pricelists are added to the :guilabel:`Time-based pricing` tab, the " "pricelist form in the *Sales* app is automatically updated." msgstr "" "Wanneer prijslijsten worden toegevoegd aan het :guilabel:`Prijzen op basis " "van tijd` tabblad, wordt het prijslijstformulier in de *Verkoop* app " "automatisch bijgewerkt." #: ../../content/applications/sales/subscriptions/products.rst:134 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." msgstr "" "Prijsregels op basis van tijd kunnen ook direct op het prijslijstformulier " "worden geconfigureerd." #: ../../content/applications/sales/subscriptions/products.rst:136 msgid "" "To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, " "and select a pricelist (or click :guilabel:`New` to create a new pricelist)." msgstr "" "Ga hiervoor naar :menuselectie:`Verkoop app --> Producten --> Prijslijsten` " "en selecteer een prijslijst (of klik op :guilabel:`Nieuw` om een nieuwe " "prijslijst aan te maken)." #: ../../content/applications/sales/subscriptions/products.rst:140 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." msgstr "" "Prijslijsten zijn ook toegankelijk via de Odoo *Subscriptions* app door " "dezelfde menustappen te volgen." #: ../../content/applications/sales/subscriptions/products.rst:143 msgid "" "Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, " "click :guilabel:`Add a line`." msgstr "" "Klik vervolgens op het prijslijstformulier onder het tabblad " ":guilabel:`Tijdgebonden regels` op :guilabel:`Een regel toevoegen`." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "" "Het tabblad Tijdgebaseerde regels op een prijslijstformulier in Odoo Sales." #: ../../content/applications/sales/subscriptions/products.rst:150 msgid "" "Then, select a subscription product in the :guilabel:`Products` column, and " "select a recurrence period in the :guilabel:`Period` column. Lastly, enter a" " :guilabel:`Price` for that particular product and period. Add as many lines" " as needed." msgstr "" "Selecteer vervolgens een abonnementsproduct in de kolom " ":guilabel:`Producten` en selecteer een herhalingsperiode in de kolom " ":guilabel:`Periode`. Voer tot slot een :guilabel:`Prijs` in voor dat " "specifieke product en die periode. Voeg zoveel regels toe als nodig." #: ../../content/applications/sales/subscriptions/products.rst:154 msgid "" "When :guilabel:`Time-based rules` are added to the pricelist form, the " ":guilabel:`Time-based pricing` tab of the product form is automatically " "updated." msgstr "" "Wanneer :guilabel:`Tijdgebaseerde regels` worden toegevoegd aan het " "prijslijstformulier, wordt het :guilabel:`Tijdgebaseerde prijzen` tabblad " "van het productformulier automatisch bijgewerkt." #: ../../content/applications/sales/subscriptions/products.rst:158 msgid ":doc:`ecommerce`" msgstr ":doc:`ecommerce`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew subscriptions" msgstr "Abonnementen verlengen" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" "The foundation of any subscription business model is recurring payments. " "This is when customers reliably pay a regular amount at specific intervals, " "in exchange for access to a subscription product or service." msgstr "" "De basis van elk bedrijfsmodel voor abonnementen zijn terugkerende " "betalingen. Hiervan is sprake als klanten op betrouwbare wijze een " "regelmatig bedrag betalen met specifieke tussenpozen, in ruil voor toegang " "tot een abonnementsproduct of -dienst." #: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" "Subscription renewal is the process customers follow when they willingly " "choose to continue participating in, and paying for, a subscription product " "or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:12 msgid "" "Subscribers experience the renewal process at different intervals -- weekly," " monthly, annually, etc. -- depending on the duration of the agreed-upon " "contract." msgstr "" "Abonnees ervaren het vernieuwingsproces met verschillende intervallen -- " "wekelijks, maandelijks, jaarlijks, enz. -- afhankelijk van de duur van het " "overeengekomen contract." #: ../../content/applications/sales/subscriptions/renewals.rst:15 msgid "" "Most companies that offer subscriptions prefer to automate the renewal " "process for customers. However, manual subscription renewals are still used " "in some cases." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" "With the Odoo **Subscriptions** application, a company can manage all of its" " subscriptions in one place. Renewals can be processed automatically, or " "manually, include additional products or upsells per renewal order, and be " "filtered in batch views to quickly locate customers who need to renew their " "subscriptions." msgstr "" "Met de Odoo **Subscriptions** applicatie kan een bedrijf al zijn " "abonnementen op één plek beheren. Verlengingen kunnen automatisch of " "handmatig worden verwerkt, extra producten of upsells per verlengingsorder " "bevatten en worden gefilterd in batchweergaven om snel klanten te vinden die" " hun abonnement moeten verlengen." #: ../../content/applications/sales/subscriptions/renewals.rst:24 msgid "Subscription renewals" msgstr "Abonnement verlengen" #: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" "In order to renew a subscription, a quotation with a subscription product " "**must** be confirmed, with a configured *Recurring Plan* selected." msgstr "" "Om een abonnement te verlengen, moet een offerte met een abonnementsproduct " "**zijn** bevestigd, met een geconfigureerd *Terugkerend Plan* geselecteerd." #: ../../content/applications/sales/subscriptions/renewals.rst:29 msgid "" "To open a subscription quotation, navigate to :menuselection:`Subscriptions " "app --> Subscriptions --> Quotations`, and select the desired quotation from" " the list. Or, create a new one by clicking :guilabel:`New` to open a new " "quotation form." msgstr "" "Om een offerte voor een abonnement te openen, navigeer je naar " ":menuselectie:`App Abonnementen --> Abonnementen --> Offertes` en selecteer " "je de gewenste offerte uit de lijst. Of maak een nieuwe aan door op " ":guilabel:`Nieuw` te klikken om een nieuw offerteformulier te openen." #: ../../content/applications/sales/subscriptions/renewals.rst:34 msgid "Only a singular product is required." msgstr "Er is maar één product nodig." #: ../../content/applications/sales/subscriptions/renewals.rst:35 msgid "" "A subscription service counts as a product, as it is considered a recurring " "product." msgstr "" "Een abonnementsdienst telt als product, omdat het wordt beschouwd als een " "terugkerend product." #: ../../content/applications/sales/subscriptions/renewals.rst:37 msgid "" "Subscription quotations **must** be confirmed, and payment from the customer" " for the initial subscription **must** be invoiced and registered in order " "to successfully open a *Renewal Quotation*." msgstr "" "Abonnementsoffertes **moeten** worden bevestigd en de betaling van de klant " "voor het initiële abonnement **moet** worden gefactureerd en geregistreerd " "om met succes een *Vernieuwingsofferte* te kunnen openen." #: ../../content/applications/sales/subscriptions/renewals.rst:42 msgid "" "For more information on the above process of confirming quotations and " "invoicing payments, see: - :doc:`../sales/send_quotations/create_quotations`" " - :doc:`../sales/send_quotations/get_paid_to_validate`" msgstr "" "Voor meer informatie over het bovenstaande proces van het bevestigen van " "offertes en het factureren van betalingen, zie: - " ":doc:`../verkoop/verzend_offertes/creëer_offertes` - " ":doc:`../verkoop/verzend_offertes/get_paid_to_validate`" #: ../../content/applications/sales/subscriptions/renewals.rst:47 msgid "" "Once the payment from the subscription quotation is confirmed, the quotation" " turns into a sales order. An :guilabel:`In Progress` tag is applied to the " "sales order form, and a series of buttons also appear at the top of the " "sales order, including a :guilabel:`Renew` button." msgstr "" "Zodra de betaling van de abonnementsofferte is bevestigd, verandert de " "offerte in een verkooporder. Er wordt een :guilabel:`In Progress` tag " "toegepast op het verkooporderformulier en er verschijnt ook een reeks " "knoppen bovenaan de verkooporder, waaronder een :guilabel:`Vernieuwen` knop." #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "Verlengknop op verkooporder voor abonnementen met Odoo Subscriptions." #: ../../content/applications/sales/subscriptions/renewals.rst:55 msgid "" "When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " "renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renewal quotation in the Odoo Subscriptions application." msgstr "Verlengingsofferte in de Odoo Abonnementen applicatie." #: ../../content/applications/sales/subscriptions/renewals.rst:62 msgid "" "From here, a standard sales flow can occur to confirm the quotation. This " "typically begins by clicking :guilabel:`Send by Email`, which sends a copy " "of the quotation to the customer, by email, for them to confirm, and " "eventually, pay for." msgstr "" "Vanaf hier kan een standaard verkoopstroom plaatsvinden om de offerte te " "bevestigen. Dit begint meestal met het klikken op :guilabel:`Verstuur per " "e-mail`, waarmee een kopie van de offerte per e-mail naar de klant wordt " "gestuurd om te bevestigen en eventueel te betalen." #: ../../content/applications/sales/subscriptions/renewals.rst:67 msgid "" "In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that " "this subscription is the renewal of the subscription from the original sales" " order." msgstr "" "In het praatje van de :guilabel:`Vernieuwingsofferte` staat dat dit " "abonnement de verlenging is van het abonnement uit de oorspronkelijke " "verkooporder." #: ../../content/applications/sales/subscriptions/renewals.rst:70 msgid "" "Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " "order, and a :guilabel:`Sales History` smart button appears at the top of " "the page." msgstr "" "Zodra de :guilabel:`Vernieuwingsofferte` is bevestigd, wordt het een " "verkooporder en verschijnt er een :guilabel:`Verkoopgeschiedenis` slimme " "knop bovenaan de pagina." #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Sales History smart button in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:77 msgid "" "When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " "separate page, showcasing the different sales orders attached to this " "subscription, along with their individual :guilabel:`Subscription Status`." msgstr "" "Als er op die :guilabel:`Verkoopgeschiedenis` slimme knop wordt geklikt, " "toont Odoo een aparte pagina met de verschillende verkooporders die aan dit " "abonnement zijn gekoppeld, samen met hun individuele " ":guilabel:`Abonnementsstatus`." #: ../../content/applications/sales/subscriptions/renewals.rst:85 msgid "" "Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " ":guilabel:`MRR` smart button also appears at the top of the sales order." msgstr "" "Bovendien verschijnt er, zodra de :guilabel:`Vernieuwingsofferte` is " "bevestigd, een :guilabel:`MRR` slimme knop bovenaan de verkooporder." #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "MRR smart button in the Odoo Subscriptions application." msgstr "MRR slimme knop in de Odoo Abonnementen applicatie." #: ../../content/applications/sales/subscriptions/renewals.rst:92 msgid "" "When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " "monthly recurring revenue related to this specific subscription." msgstr "" "Wanneer hierop wordt geklikt, toont Odoo een :guilabel:`MRR Analyse` pagina " "met de maandelijks terugkerende inkomsten voor dit specifieke abonnement." #: ../../content/applications/sales/subscriptions/renewals.rst:96 msgid "" "On rare occasions, automatic payment can fail, which results in a *Payment " "Failure* tag on the top-right of the sales order, if there is an error in " "the payment method." msgstr "" "In zeldzame gevallen kan automatische betaling mislukken, wat resulteert in " "een *Betaling mislukt* tag rechtsboven in de verkooporder, als er een fout " "is in de betaalmethode." #: ../../content/applications/sales/subscriptions/renewals.rst:99 msgid "" "This is done to prevent the system from charging the customer again the next" " time a scheduled action is run. Because the status of the payment is " "unknown, Odoo requests a manual operation to check if the payment has been " "made, before the payment can be used again." msgstr "" "Dit wordt gedaan om te voorkomen dat het systeem de volgende keer dat een " "geplande actie wordt uitgevoerd, de klant weer belast. Omdat de status van " "de betaling onbekend is, vraagt Odoo om een handmatige actie om te " "controleren of de betaling is uitgevoerd, voordat de betaling opnieuw kan " "worden gebruikt." #: ../../content/applications/sales/subscriptions/renewals.rst:103 msgid "" "To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions " "--> Quotations`. Click into the desired subscription, then check the " "*Chatter* to see if the payment was made." msgstr "" "Navigeer hiervoor naar :menuselectie:`App Abonnementen --> Abonnementen --> " "Offertes`. Klik op het gewenste abonnement en controleer de *Chatter* om te " "zien of de betaling is uitgevoerd." #: ../../content/applications/sales/subscriptions/renewals.rst:106 msgid "" "If the payment was **not** made, first enter :doc:`debug mode " "<../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab," " and untick the checkbox next to :guilabel:`Contract in exception`. Reload " "the sales order, and the :guilabel:`Payment Failure` tag is gone." msgstr "" "Als de betaling **niet** is verricht, ga dan eerst naar :doc:`debugmodus " "<../../general/developer_mode>`. Klik vervolgens op het tabblad " ":guilabel:`Overige info` en schakel het selectievakje naast " ":guilabel:`Contract in uitzondering` uit. Laad de verkooporder opnieuw en de" " tag :guilabel:`Betaling mislukt` is verdwenen." #: ../../content/applications/sales/subscriptions/renewals.rst:110 msgid "" "If the payment **was** made, a new invoice must be made and posted manually." " This automatically updates the next invoice date of the subscription. Once " "created, enter :doc:`debug mode <../../general/developer_mode>`, and " "navigate to the new sales order. Click the :guilabel:`Other Info` tab, and " "untick the checkbox next to :guilabel:`Contract in exception`. Reload the " "sales order, and the :guilabel:`Payment Failure` tag is gone." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "" "The \"contract in exception\" option selected with the \"payment failure\" " "tag shown." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:120 msgid "" "The :guilabel:`contract in exception`` option selected with the " ":guilabel:`payment failure` tag shown." msgstr "" "De :guilabel:`contract in uitzondering`` optie geselecteerd met de " ":guilabel:`betaling mislukt` tag weergegeven." #: ../../content/applications/sales/subscriptions/renewals.rst:123 msgid "" "In both cases, once the :guilabel:`Contract in exception` option is no " "longer selected, Odoo handles renewals automatically again. If the " "subscription remains in *payment failure*, it is skipped by Odoo until the " "sales order is closed." msgstr "" "In beide gevallen, zodra de :guilabel:`Contract in uitzondering` optie niet " "meer is geselecteerd, handelt Odoo verlengingen weer automatisch af. Als het" " abonnement in *betalingsfout* blijft, wordt het door Odoo overgeslagen " "totdat de verkooporder wordt gesloten." #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Subscription reports" msgstr "Abonnement rapporten" #: ../../content/applications/sales/subscriptions/reports.rst:8 msgid "" "The Odoo **Subscriptions** app provides a series of reporting pages to help " "companies analyze how subscriptions are performing." msgstr "" "De Odoo **Subscriptions** app biedt een reeks rapportagepagina's waarmee " "bedrijven kunnen analyseren hoe abonnementen presteren." #: ../../content/applications/sales/subscriptions/reports.rst:11 msgid "" "On the *Subscriptions Analysis* reporting page, users can view specific data" " related to recurring subscriptions, quantity of subscriptions, in-progress " "or paused subscriptions, and more." msgstr "" "Op de rapportagepagina *Analyse abonnementen* kunnen gebruikers specifieke " "gegevens bekijken met betrekking tot terugkerende abonnementen, het aantal " "abonnementen, lopende of gepauzeerde abonnementen en meer." #: ../../content/applications/sales/subscriptions/reports.rst:14 msgid "" "The *Retention Analysis* reporting page provides an organized table of " "subscription retention percentages over any period of time." msgstr "" "De rapportagepagina *Retentieanalyse* biedt een overzichtelijke tabel met " "retentiepercentages van abonnementen over een willekeurige periode." #: ../../content/applications/sales/subscriptions/reports.rst:17 msgid "" "The *MRR Breakdown* reporting page clearly divides |MRR| and |ARR| metrics " "for subscriptions into various graphs, lists, and charts." msgstr "" "De *MRR Breakdown* rapportagepagina verdeelt de |MRR| en |ARR| statistieken " "voor abonnementen duidelijk in verschillende grafieken, lijsten en " "diagrammen." #: ../../content/applications/sales/subscriptions/reports.rst:20 msgid "" "And the *MRR Analysis* reporting page offers a time-based collection of " "analytics showcasing how subscription |MRR| and |ARR| have changed over the " "course of any given period of time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:24 msgid "Reporting page elements" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:26 msgid "" "All subscriptions-based reporting pages can be accessed via the " ":guilabel:`Reporting` header menu in the **Subscriptions** app." msgstr "" "Alle rapportagepagina's op basis van abonnementen zijn toegankelijk via het " ":guilabel:`Reporting` kopmenu in de **Subscriptions** app." #: ../../content/applications/sales/subscriptions/reports.rst:29 msgid "The following sections describe elements found on each reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:32 msgid "Filters and Group By" msgstr "Filters en groeperen op" #: ../../content/applications/sales/subscriptions/reports.rst:34 msgid "" "*Filters* are used to narrow down metrics to show specific analytics, " "whereas groupings (via the *Group By* option) are used to gather the data " "from specific sections into groups for more organized analysis." msgstr "" "*Filters* worden gebruikt om statistieken te verfijnen en specifieke " "analyses te tonen, terwijl groeperingen (via de optie *Groeperen door*) " "worden gebruikt om de gegevens van specifieke secties in groepen te " "verzamelen voor een beter georganiseerde analyse." #: ../../content/applications/sales/subscriptions/reports.rst:38 msgid "" "This section refers to both filters and groupings, as a combination of the " "two can be saved in the *Favorites* section." msgstr "" "Dit gedeelte verwijst naar zowel filters als groepen, omdat een combinatie " "van de twee kan worden opgeslagen in het gedeelte *Favorieten*." #: ../../content/applications/sales/subscriptions/reports.rst:41 msgid "" "To modify the results being shown on any reporting page, click the " ":icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the " "search bar. Doing so reveals a drop-down menu of detailed filter and " "grouping options." msgstr "" "Om de resultaten die op een rapportagepagina worden getoond te wijzigen, " "klik je op het :icon:`fa-caret-down` :guilabel:`(pijl omlaag)` pictogram " "rechts van de zoekbalk. Hierdoor verschijnt een vervolgkeuzemenu met " "gedetailleerde filter- en groeperingsopties." #: ../../content/applications/sales/subscriptions/reports.rst:45 msgid "" "If desired, a filter or grouping (or combination of filters and/or " "groupings) can be saved in the :guilabel:`Favorites` section of that drop-" "down menu. To do so, click the :icon:`fa-caret-down` :guilabel:`(down " "arrow)` icon beside :guilabel:`Save current search`, located beneath the " ":guilabel:`Favorites` section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:50 msgid "" "This reveals a field to assign a title to the favorite filter. Two options " "are also found beneath the title field: :guilabel:`Default filter` and " ":guilabel:`Shared`." msgstr "" "Dit onthult een veld om een titel toe te kennen aan het favoriete filter. " "Onder het titelveld staan ook twee opties: :guilabel:`Default filter` en " ":guilabel:`Shared`." #: ../../content/applications/sales/subscriptions/reports.rst:53 msgid "" "Ticking the checkbox beside :guilabel:`Default filter` makes the newly-" "favorited filter the default option for that reporting page." msgstr "" "Door het selectievakje naast :guilabel:`Default filter` aan te vinken, wordt" " het nieuwe favoriete filter de standaardoptie voor die rapportagepagina." #: ../../content/applications/sales/subscriptions/reports.rst:56 msgid "" "Ticking the checkbox beside :guilabel:`Shared` makes the newly-favorited " "filter available to other users in the database." msgstr "" "Door het selectievakje naast :guilabel:`Gedeeld` aan te vinken, wordt het " "nieuwe favoriete filter beschikbaar voor andere gebruikers in de database." #: ../../content/applications/sales/subscriptions/reports.rst:60 msgid "" "The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** " "required, and only *one* of these options can be selected at a time." msgstr "" "De :guilabel:`Default filter` en :guilabel:`Shared` opties zijn **niet** " "verplicht en er kan slechts *één* van deze opties tegelijk worden " "geselecteerd." #: ../../content/applications/sales/subscriptions/reports.rst:63 msgid "" "To save the filter, click :guilabel:`Save` in the :guilabel:`Favorites` " "section of the drop-down filter menu." msgstr "" "Als je het filter wilt opslaan, klik je op :guilabel:`Opslaan` in het " ":guilabel:`Favorieten` gedeelte van het vervolgkeuzemenu van het filter." #: ../../content/applications/sales/subscriptions/reports.rst:66 msgid "" "When clicked, that saved filter appears beneath the :guilabel:`Favorites` " "column of the drop-down filter menu, and a :icon:`fa-star` :guilabel:`(gold " "star)` icon appears beside the favorite filter's name in the search bar." msgstr "" "Als je erop klikt, verschijnt dat opgeslagen filter in de kolom " ":guilabel:`Favorieten` van het vervolgkeuzemenu met filters en verschijnt er" " een :icon:`fa-star` :guilabel:`(gouden ster)` pictogram naast de naam van " "het favoriete filter in de zoekbalk." #: ../../content/applications/sales/subscriptions/reports.rst:71 msgid "Views" msgstr "Weergaven" #: ../../content/applications/sales/subscriptions/reports.rst:73 msgid "" "On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and " ":guilabel:`MRR Analysis` reporting pages, three different view options are " "located in the upper-right corner." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:77 msgid "" "There are *no* other view options available on the :guilabel:`Retention " "Analysis` reporting page." msgstr "" "Er zijn *geen* andere weergaveopties beschikbaar op de " ":guilabel:`Retentieanalyse` rapportagepagina." #: ../../content/applications/sales/subscriptions/reports.rst:79 msgid "The available view options, from left to right, are:" msgstr "De beschikbare weergaveopties, van links naar rechts, zijn:" #: ../../content/applications/sales/subscriptions/reports.rst:81 msgid ":guilabel:`Graph`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:82 msgid ":guilabel:`List`" msgstr ":guilabel:`Lijst`" #: ../../content/applications/sales/subscriptions/reports.rst:83 msgid ":guilabel:`Pivot`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The different view options available on the Subscriptions Analysis page." msgstr "De verschillende weergaveopties op de pagina Abonnementenanalyse." #: ../../content/applications/sales/subscriptions/reports.rst:89 msgid "Each view has its own series of related view-specific visual options." msgstr "" "Elke weergave heeft zijn eigen reeks gerelateerde weergavespecifieke visuele" " opties." #: ../../content/applications/sales/subscriptions/reports.rst:94 msgid "" "With the graph view selected, the following options appear between the " "search bar and visual representation of the data. These graph-specific " "options are located to the right of the :guilabel:`Measures` and " ":guilabel:`Insert in Spreadsheet` buttons." msgstr "" "Als de grafiekweergave is geselecteerd, verschijnen de volgende opties " "tussen de zoekbalk en de visuele weergave van de gegevens. Deze " "grafiekspecifieke opties bevinden zich rechts van de knoppen " ":guilabel:`Metingen` en :guilabel:`Insert in Spreadsheet`." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The different graph view options in the Odoo Subscriptions app." msgstr "" "De verschillende opties voor grafiekweergave in de Odoo Abonnementen app." #: ../../content/applications/sales/subscriptions/reports.rst:102 msgid "" "The first three options, from left to right, represent different graph-" "related views. The remaining options represent different ways to organize " "and visualize that specific graph-related data." msgstr "" "De eerste drie opties, van links naar rechts, staan voor verschillende " "weergaven van grafieken. De overige opties staan voor verschillende manieren" " om die specifieke grafiekgerelateerde gegevens te organiseren en te " "visualiseren." #: ../../content/applications/sales/subscriptions/reports.rst:105 msgid "From left to right, the specific graph-related view options are:" msgstr "" "Van links naar rechts zijn de specifieke grafiek-gerelateerde " "weergaveopties:" #: ../../content/applications/sales/subscriptions/reports.rst:107 msgid "" ":icon:`fa-bar-chart` :guilabel:`Bar Chart`: showcases the data in a bar " "chart format." msgstr "" ":icon:`fa-bar-chart` :guilabel:`Bar Chart`: laat de gegevens zien in de vorm" " van een staafdiagram." #: ../../content/applications/sales/subscriptions/reports.rst:108 msgid "" ":icon:`fa-line-chart` :guilabel:`Line Chart`: showcases the data in a line " "chart format." msgstr "" ":icon:`fa-line-chart` :guilabel:`Line Chart`: toont de gegevens in een " "lijndiagram." #: ../../content/applications/sales/subscriptions/reports.rst:109 msgid "" ":icon:`fa-pie-chart` :guilabel:`Pie Chart`: showcases the data in a pie " "chart format." msgstr "" ":icon:`fa-pie-chart` :guilabel:`Pie Chart`: laat de gegevens zien in een " "taartdiagram." #: ../../content/applications/sales/subscriptions/reports.rst:111 msgid "" "Each graph view option has its own series of specific visual options, which " "are represented by the available buttons that appear to the right of the " "selected graph-related view option." msgstr "" "Elke weergaveoptie voor grafieken heeft zijn eigen reeks specifieke visuele " "opties, die worden weergegeven door de beschikbare knoppen die rechts van de" " geselecteerde weergaveoptie voor grafieken verschijnen." #: ../../content/applications/sales/subscriptions/reports.rst:114 msgid "" "When the :icon:`fa-bar-chart` :guilabel:`Bar Chart` graph view is selected, " "the following visual options are available:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:117 #: ../../content/applications/sales/subscriptions/reports.rst:123 msgid "" ":icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked " "visual format." msgstr "" ":icon:`fa-database` :guilabel:`Stacked`: laat de gegevens zien in een " "gestapelde visuele vorm." #: ../../content/applications/sales/subscriptions/reports.rst:118 #: ../../content/applications/sales/subscriptions/reports.rst:125 msgid "" ":icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in " "descending order." msgstr "" ":icon:`fa-sort-amount-desc` :guilabel:`Descending`: toont de gegevens in " "aflopende volgorde." #: ../../content/applications/sales/subscriptions/reports.rst:119 #: ../../content/applications/sales/subscriptions/reports.rst:126 msgid "" ":icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in " "ascending order." msgstr "" ":icon:`fa-sort-amount-asc` :guilabel:`Ascending`: toont de gegevens in " "oplopende volgorde." #: ../../content/applications/sales/subscriptions/reports.rst:121 msgid "" "When the :guilabel:`Line Chart` graph view is selected, the following visual" " options are available:" msgstr "" "Wanneer de :guilabel:`Line Chart` grafiekweergave is geselecteerd, zijn de " "volgende visuele opties beschikbaar:" #: ../../content/applications/sales/subscriptions/reports.rst:124 msgid "" ":icon:`fa-signal` :guilabel:`Cumulative`: showcases the data in accumulated," " increasing format." msgstr "" ":icon:`fa-signaal` :guilabel:`Cumulatief`: toont de gegevens in " "geaccumuleerde, oplopende vorm." #: ../../content/applications/sales/subscriptions/reports.rst:128 msgid "" "When the :guilabel:`Pie Chart` graph view is selected, there are no " "additional visual options." msgstr "" "Als de :guilabel:`Pie Chart` grafiekweergave is geselecteerd, zijn er geen " "extra visuele opties." #: ../../content/applications/sales/subscriptions/reports.rst:133 msgid "" "With the list view selected, the subscription metrics being analyzed are " "displayed in a simple list, which can be fully customized by using any of " "the available filters or groupings in the drop-down filter menu (accessible " "via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of " "the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:139 msgid "" "With list view selected, the :guilabel:`Measures` drop-down menu and " ":guilabel:`Insert in Spreadsheet` button are *not* available." msgstr "" "Met lijstweergave geselecteerd zijn het :guilabel:`Maatregelen` uitklapmenu " "en de :guilabel:`Insert in Spreadsheet` knop *niet* beschikbaar." #: ../../content/applications/sales/subscriptions/reports.rst:145 msgid "" "With the pivot view selected, the subscription metrics are displayed in a " "data table, which can be fully customized." msgstr "" "Als de draaitabel is geselecteerd, worden de abonnementsgegevens weergegeven" " in een gegevenstabel, die volledig kan worden aangepast." #: ../../content/applications/sales/subscriptions/reports.rst:148 msgid "" "The pivot data table can be customized using the options available in the " ":guilabel:`Measures` drop-down menu, and/or the filter grouping options " "available in the filter drop-down menu (accessible via the :icon:`fa-caret-" "down` :guilabel:`(down arrow)` icon to the right of the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:153 msgid "" "Three pivot-specific options are available, located to the right of the " ":guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` " "button." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The pivot-specific view options available in the Odoo Subscriptions app." msgstr "" "De pivot-specifieke weergaveopties die beschikbaar zijn in de Odoo " "Abonnementen app." #: ../../content/applications/sales/subscriptions/reports.rst:160 msgid "From left to right, those pivot-specific view options are:" msgstr "Van links naar rechts zijn deze pivot-specifieke weergaveopties:" #: ../../content/applications/sales/subscriptions/reports.rst:162 msgid "" ":icon:`fa-exchange` :guilabel:`Flip axis`: the `x` and `y` axis of the pivot" " data table flip." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:163 msgid "" ":icon:`fa-arrows` :guilabel:`Expand all`: all the available rows and columns" " of the pivot data table expand fully." msgstr "" ":icon:`fa-arrows` :guilabel:`Alles uitvouwen`: alle beschikbare rijen en " "kolommen van de draaitabel worden volledig uitgevouwen." #: ../../content/applications/sales/subscriptions/reports.rst:165 msgid "" ":icon:`fa-download` :guilabel:`Download .xlsx`: the pivot data table is " "downloaded as an :file:`.xlsx` file." msgstr "" ":icon:`fa-download` :guilabel:`Download .xlsx`: de draaitabel wordt " "gedownload als een :file:`.xlsx` bestand." #: ../../content/applications/sales/subscriptions/reports.rst:169 msgid "Measures" msgstr "Meetwaarden" #: ../../content/applications/sales/subscriptions/reports.rst:171 msgid "" "The graph and pivot reporting pages have their own metric-specific " ":guilabel:`Measures` drop-down menu of data-related options to choose from, " "located in the upper-left corner, above the visual representation of " "metrics." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The standard measures drop-down menu in the Odoo Subscriptions app." msgstr "Het standaard maatregelen keuzemenu in de Odoo Abonnementen app." #: ../../content/applications/sales/subscriptions/reports.rst:179 msgid "" "When the :guilabel:`Measures` button is clicked, a series of selectable " "measures becomes available, via a drop-down menu. When any of the options " "are selected from the :guilabel:`Measures` drop-down menu, the chosen " "metrics related to that specific measure appear on the reporting page." msgstr "" "Wanneer op de :guilabel:`Maatregelen` knop wordt geklikt, wordt een reeks " "selecteerbare maatregelen beschikbaar via een vervolgkeuzemenu. Als een van " "de opties uit het uitklapmenu :guilabel:`Maatregelen` wordt geselecteerd, " "verschijnen de gekozen meetgegevens met betrekking tot die specifieke " "maatregel op de rapportagepagina." #: ../../content/applications/sales/subscriptions/reports.rst:184 msgid "" "For more information on the different measures that can be utilized on each " "reporting page, refer to the :ref:`specific reporting page breakdowns " "` found below in this documentation." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:189 msgid "Insert in spreadsheet" msgstr "Invoegen in spreadsheet" #: ../../content/applications/sales/subscriptions/reports.rst:191 msgid "" "Beside the :guilabel:`Measures` drop-down menu, there is an " ":guilabel:`Insert in Spreadsheet` button." msgstr "" "Naast het :guilabel:`Maatregelen` uitklapmenu is er een :guilabel:`Insert in" " Spreadsheet` knop." #: ../../content/applications/sales/subscriptions/reports.rst:194 msgid "" "When clicked, the ability to add the configured data currently being " "showcased on the reporting page into a new or pre-existing spreadsheet or " "dashboard becomes available, via a pop-up window." msgstr "" "Als hierop wordt geklikt, is het mogelijk om de geconfigureerde gegevens die" " op dat moment op de rapportagepagina worden getoond, via een pop-upvenster " "toe te voegen aan een nieuwe of al bestaande spreadsheet of dashboard." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The spreadsheet pop-up window of the Subscriptions Analysis page." msgstr "Het pop-upvenster spreadsheet van de pagina Abonnementenanalyse." #: ../../content/applications/sales/subscriptions/reports.rst:201 msgid "" "Select the desired option from this pop-up window, then click " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:206 msgid "Reporting pages" msgstr "Rapportagepagina's" #: ../../content/applications/sales/subscriptions/reports.rst:208 msgid "" "In the Odoo **Subscriptions** app, there are four different reporting pages " "available." msgstr "" "In de Odoo **Aanmeldingen** app zijn vier verschillende rapportagepagina's " "beschikbaar." #: ../../content/applications/sales/subscriptions/reports.rst:210 msgid "" "To access, analyze, and customize various reports related to subscriptions, " "navigate to :menuselection:`Subscriptions app`, and click the " ":guilabel:`Reporting` drop-down menu in the header to reveal the following " "reporting pages:" msgstr "" "Om de verschillende rapporten met betrekking tot abonnementen te openen, te " "analyseren en aan te passen, navigeer je naar :menuselection:`Subscriptions " "app` en klik je op het :guilabel:`Reporting` uitklapmenu in de header om de " "volgende rapportagepagina's te openen:" #: ../../content/applications/sales/subscriptions/reports.rst:214 msgid ":guilabel:`Subscriptions`" msgstr ":guilabel:`Aanmeldingen`" #: ../../content/applications/sales/subscriptions/reports.rst:215 msgid ":guilabel:`Retention`" msgstr ":guilabel:`behoud`" #: ../../content/applications/sales/subscriptions/reports.rst:216 msgid ":guilabel:`MRR Breakdown`" msgstr ":guilabel:`MRR Afbraak`" #: ../../content/applications/sales/subscriptions/reports.rst:217 msgid ":guilabel:`MRR Timeline`" msgstr ":guilabel:`MRR Tijdlijn`" #: ../../content/applications/sales/subscriptions/reports.rst:219 msgid "" "Clicking any of those options reveals a separate, fully-customizable " "reporting page focusing on that particular aspect of subscription data." msgstr "" "Als je op een van deze opties klikt, verschijnt er een aparte, volledig " "aanpasbare rapportpagina die zich richt op dat specifieke aspect van de " "abonnementsgegevens." #: ../../content/applications/sales/subscriptions/reports.rst:222 msgid "The following is a breakdown of those four specific reporting pages." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:225 msgid "Subscriptions analysis" msgstr "Analyse abonnementen" #: ../../content/applications/sales/subscriptions/reports.rst:227 msgid "" "To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to" " :menuselection:`Subscriptions app --> Reporting --> Subscriptions`." msgstr "" "Om toegang te krijgen tot de :guilabel:`Analyse abonnementen` " "rapportagepagina, navigeer je naar :menuselection:`App Abonnementen --> " "Rapportage --> Abonnementen`." #: ../../content/applications/sales/subscriptions/reports.rst:230 msgid "" "By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view," " is selected on the :guilabel:`Subscriptions Analysis` reporting page." msgstr "" "Standaard is de optie :guilabel:`Bar Chart` in de :guilabel:`Graph` weergave" " geselecteerd op de :guilabel:`Subscriptions Analysis` rapportagepagina." #: ../../content/applications/sales/subscriptions/reports.rst:233 msgid "" "The following filters are also present in the search bar: :guilabel:`In " "Progress or Paused` and :guilabel:`Recurring`." msgstr "" "De volgende filters zijn ook aanwezig in de zoekbalk: :guilabel:`In " "behandeling of onderbroken` en :guilabel:`Terugkerend`." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default view of the Subscriptions Analysis reporting page in Odoo " "Subscriptions." msgstr "" "De standaardweergave van de rapportagepagina Analyse abonnementen in Odoo " "Abonnementen." #: ../../content/applications/sales/subscriptions/reports.rst:240 msgid "" "When the :guilabel:`Measures` button on the :guilabel:`Subscriptions " "Analysis` page is clicked, a series of metric-related options becomes " "available as a drop-down menu." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The measures drop-down menu of the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:247 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`Subscriptions Analysis` page are:" msgstr "" "De metrische opties in het vervolgkeuzemenu :guilabel:`Maatregelen` op de " "pagina :guilabel:`Analyse abonnementen` zijn:" #: ../../content/applications/sales/subscriptions/reports.rst:250 msgid ":guilabel:`Monthly Recurring`" msgstr ":guilabel:`maandelijks terugkerend`" #: ../../content/applications/sales/subscriptions/reports.rst:251 msgid ":guilabel:`Quantity`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:252 msgid ":guilabel:`Recurring Revenue`" msgstr ":guilabel:`Terugkerende inkomsten`" #: ../../content/applications/sales/subscriptions/reports.rst:253 msgid ":guilabel:`Untaxed Total`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:254 msgid ":guilabel:`Yearly Recurring`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:255 #: ../../content/applications/sales/subscriptions/reports.rst:293 #: ../../content/applications/sales/subscriptions/reports.rst:349 #: ../../content/applications/sales/subscriptions/reports.rst:397 msgid ":guilabel:`Count`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:258 msgid "" "The :guilabel:`Monthly Recurring` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:260 msgid "" "When any of those available measures are clicked, Odoo displays that " "selected data on the reporting page for further analysis." msgstr "" "Als er op een van deze beschikbare maatregelen wordt geklikt, geeft Odoo de " "geselecteerde gegevens weer op de rapportagepagina voor verdere analyse." #: ../../content/applications/sales/subscriptions/reports.rst:264 msgid "Retention analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:266 msgid "" "To access the :guilabel:`Retention Analysis` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> Retention`." msgstr "" "Om naar de :guilabel:`Retentie analyse` rapportagepagina te gaan, navigeer " "je naar :menuselectie:`App Abonnementen --> Rapportage --> Retentie`." #: ../../content/applications/sales/subscriptions/reports.rst:269 msgid "" "The :guilabel:`Retention Analysis` reporting page differs from the other " "**Subscriptions** app reporting pages, in that it does **not** provide any " "additional view options. The data on this page is only presented in a " "customizable data chart." msgstr "" "De :guilabel:`Retentie analyse` rapportagepagina verschilt van de andere " "**Aanmeldingen** app rapportagepagina's, omdat deze **geen** extra " "weergaveopties biedt. De gegevens op deze pagina worden alleen gepresenteerd" " in een aanpasbare grafiek." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default view of the Retention Analysis reporting page in Odoo " "Subscriptions." msgstr "" "De standaardweergave van de rapportagepagina Retentieanalyse in Odoo " "Abonnementen." #: ../../content/applications/sales/subscriptions/reports.rst:277 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention " "Analysis` reporting page is clicked, a series of metric-related options " "become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The measures drop-down menu of the Retention Analysis page." msgstr "Het vervolgkeuzemenu Maatregelen op de pagina Retentieanalyse." #: ../../content/applications/sales/subscriptions/reports.rst:284 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`Retention Analysis` reporting page are:" msgstr "" "De metrische opties in het vervolgkeuzemenu :guilabel:`Maatregelen` op de " "rapportagepagina :guilabel:`behoudsanalyse` zijn:" #: ../../content/applications/sales/subscriptions/reports.rst:287 msgid ":guilabel:`Amount to invoice`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:288 msgid ":guilabel:`Margin`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:289 msgid ":guilabel:`Margin (%)`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:290 msgid ":guilabel:`Prepayment percentage`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:291 msgid ":guilabel:`Shipping Weight`" msgstr ":guilabel:`Verzendgewicht`" #: ../../content/applications/sales/subscriptions/reports.rst:292 msgid ":guilabel:`Unpaid Amount`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:296 msgid "The :guilabel:`Count` measure option is selected by default." msgstr "De :guilabel:`Count` meetoptie is standaard geselecteerd." #: ../../content/applications/sales/subscriptions/reports.rst:298 msgid "" "To the right of the :guilabel:`Measures` drop-down menu on the " ":guilabel:`Retention Analysis` page is an additional drop-down menu " "containing different time periods. The default time period is " ":guilabel:`Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:302 msgid "" "When clicked, a drop-down menu of various time period options become " "available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The time period drop-down menu of the Retention Analysis page." msgstr "" "Het vervolgkeuzemenu voor de tijdsperiode op de pagina Retentieanalyse." #: ../../content/applications/sales/subscriptions/reports.rst:308 msgid "The time period options are:" msgstr "De opties voor de tijdsperiode zijn:" #: ../../content/applications/sales/subscriptions/reports.rst:310 msgid ":guilabel:`Day`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:311 msgid ":guilabel:`Week`" msgstr ":guilabel:`Week`" #: ../../content/applications/sales/subscriptions/reports.rst:312 msgid ":guilabel:`Month`" msgstr ":guilabel:`maand`" #: ../../content/applications/sales/subscriptions/reports.rst:313 msgid ":guilabel:`Year`" msgstr ":guilabel:`Jaar`" #: ../../content/applications/sales/subscriptions/reports.rst:315 msgid "" "When a time period option from this drop-down menu is selected, the " ":guilabel:`Retention Analysis` reporting page showcases data for the " "configured measures and filters within that time period." msgstr "" "Als een tijdsperiode uit dit vervolgkeuzemenu wordt geselecteerd, toont de " ":guilabel:`Retentieanalyse` rapportpagina gegevens voor de geconfigureerde " "maatregelen en filters binnen die tijdsperiode." #: ../../content/applications/sales/subscriptions/reports.rst:318 msgid "" "To the right of the time period drop-down menu, there is a download button, " "which allows the user to download the data presented on the " ":guilabel:`Retention Analysis` page as an Excel file." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:322 msgid "MRR breakdown" msgstr "MRR uitsplitsing" #: ../../content/applications/sales/subscriptions/reports.rst:324 msgid "" "To access the :guilabel:`MRR Breakdown` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> MRR Breakdown`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:327 msgid "" "By default, the data displayed on the :guilabel:`MRR Breakdown` reporting " "page is in graph view, with the :guilabel:`Bar Chart` option and " ":guilabel:`Stacked` option selected." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:330 msgid "" "A default filter is also available in the search bar for :guilabel:`Event " "Date: Month > Event Type`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default appearance of the MRR Breakdown reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:336 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR " "Breakdown` reporting page is clicked, a series of metric-related options " "become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:343 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`MRR Breakdown` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:346 #: ../../content/applications/sales/subscriptions/reports.rst:394 msgid ":guilabel:`Active Subscriptions Change`" msgstr ":guilabel:`Actieve abonnementen wijzigen`" #: ../../content/applications/sales/subscriptions/reports.rst:347 #: ../../content/applications/sales/subscriptions/reports.rst:395 msgid ":guilabel:`ARR Change`" msgstr ":guilabel:`ARR Verandering`" #: ../../content/applications/sales/subscriptions/reports.rst:348 #: ../../content/applications/sales/subscriptions/reports.rst:396 msgid ":guilabel:`MRR Change`" msgstr ":guilabel:`MRR Verandering`" #: ../../content/applications/sales/subscriptions/reports.rst:352 #: ../../content/applications/sales/subscriptions/reports.rst:400 msgid "The :guilabel:`MRR Change` measure option is selected by default." msgstr "De :guilabel:`MRR Change` meetoptie is standaard geselecteerd." #: ../../content/applications/sales/subscriptions/reports.rst:355 msgid "" "To make a different measure option the default, first, select the desired " "measure from the :guilabel:`Measures` drop-down menu. Then, click the " ":icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar to " "open the mega menu of filters and groupings." msgstr "" "Om een andere meetoptie standaard te maken, selecteer je eerst de gewenste " "meetoptie in het :guilabel:`Maatregelen` uitklapmenu. Klik vervolgens op het" " :icon:`fa-caret-down` :guilabel:`(pijl omlaag)` pictogram in de zoekbalk om" " het megamenu van filters en groeperingen te openen." #: ../../content/applications/sales/subscriptions/reports.rst:359 msgid "" "In the :guilabel:`Favorites` column, click the :icon:`fa-caret-down` " ":guilabel:`(down arrow)` icon beside :guilabel:`Save current search` to " "reveal a field, where a title can be entered, along with two " "checkboxes::guilabel:`Default filter` and :guilabel:`Shared`." msgstr "" "Klik in de kolom :guilabel:`Favorieten` op het :icon:`fa-caret-down` " ":guilabel:`(pijl omlaag)` pictogram naast :guilabel:`De huidige zoekopdracht" " opslaan` om een veld te openen waarin een titel kan worden ingevoerd, samen" " met twee selectievakjes::guilabel:`Standaard filter` en " ":guilabel:`Gedeeld`." #: ../../content/applications/sales/subscriptions/reports.rst:363 msgid "" "Tick the checkbox for :guilabel:`Default filter`, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:365 msgid "" "That newly-chosen measure option is now the default option that appears when" " this reporting page is accessed." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:369 msgid "MRR analysis" msgstr "MRR-analyse" #: ../../content/applications/sales/subscriptions/reports.rst:371 msgid "" "To access the :guilabel:`MRR Analysis` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> MRR Timeline`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:374 msgid "" "By default, the data displayed on the :guilabel:`MRR Analysis` reporting " "page is in graph view, with the :guilabel:`Line Chart` option, " ":guilabel:`Stacked` option, and :guilabel:`Cumulative` option selected." msgstr "" "Standaard worden de gegevens op de :guilabel:`MRR Analyse` rapportpagina " "weergegeven in grafiekweergave, met de :guilabel:`Lijngrafiek` optie, " ":guilabel:`Gestapeld` optie en :guilabel:`Cumulatief` optie geselecteerd." #: ../../content/applications/sales/subscriptions/reports.rst:378 msgid "" "A default filter is also found in the search bar for :guilabel:`Event Date: " "Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default appearance of the MRR Analysis reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:384 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis`" " reporting page is clicked, a series of metric-related options become " "available." msgstr "" "Als op het vervolgkeuzemenu :guilabel:`Maatregelen` op de :guilabel:`MRR-" "analyse` rapportagepagina wordt geklikt, wordt een reeks opties met " "betrekking tot metrieken beschikbaar." #: ../../content/applications/sales/subscriptions/reports.rst:391 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`MRR Analysis` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:3 msgid "Scheduled actions" msgstr "Geplande acties" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:5 msgid "" "*Scheduled actions* are pre-configured processes that allow users to " "automate certain tasks within a database, based on a designated schedule or " "number of occurrences. These tasks can include sending emails, generating " "invoices, data clean-up, and so much more." msgstr "" "*Geplande acties* zijn vooraf geconfigureerde processen waarmee gebruikers " "bepaalde taken binnen een database kunnen automatiseren op basis van een " "bepaald schema of aantal keren dat ze voorkomen. Deze taken kunnen bestaan " "uit het versturen van e-mails, het genereren van facturen, het opschonen van" " gegevens en nog veel meer." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:9 msgid "" "In Odoo, some scheduled actions are active, by default, to ensure that " "certain functions are triggered automatically, however there are *also* many" " scheduled action options that appear in the database that are **not** " "activated by default." msgstr "" "In Odoo zijn sommige geplande acties standaard actief om ervoor te zorgen " "dat bepaalde functies automatisch worden geactiveerd, maar er zijn *ook* " "veel geplande actie-opties die in de database verschijnen die **niet* " "standaard zijn geactiveerd." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:13 msgid "" "In Odoo *Subscriptions*, there are two scheduled actions that initiate the " "billing process for active recurring subscriptions, as well as when billing " "should stop due to subscription expiration." msgstr "" "In Odoo *Inschrijvingen* zijn er twee geplande acties die het " "factureringsproces starten voor actieve terugkerende abonnementen, maar ook " "wanneer de facturering moet stoppen vanwege het verlopen van het abonnement." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:16 msgid "" "They are turned on, by default and can be deactivated at any time in order " "to manage subscriptions manually." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:20 msgid "Access scheduled actions" msgstr "Toegang tot geplande acties" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:23 msgid "" "In order to access scheduled actions, :ref:`developer mode `" " **must** be activated." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:26 msgid "" "With developer mode activated, navigate to :menuselection:`Settings app --> " "Technical --> Scheduled Actions`." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The scheduled actions option under the technical menu in the Odoo Settings " "application." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:33 msgid "" "Doing so reveals a dedicated :guilabel:`Scheduled Actions` dashboard. On " "this page, there is a complete list of scheduled actions for the entire " "database." msgstr "" "Als je dit doet, krijg je een speciaal :guilabel:`Geplande acties` dashboard" " te zien. Op deze pagina vind je een complete lijst met geplande acties voor" " de hele database." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:36 msgid "" "From here, enter `Subscription` in the search bar. Doing so provides three " "subscription-specific results. The following documentation focuses on the " "last two results in the list:" msgstr "" "Van hieruit voer je `Abonnement` in de zoekbalk in. Dit levert drie " "abonnement-specifieke resultaten op. De volgende documentatie richt zich op " "de laatste twee resultaten in de lijst:" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:39 msgid "" ":guilabel:`Sale Subscription: generate recurring invoices and payments`" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:40 msgid ":guilabel:`Sale Subscription: subscriptions expiration`" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The subscription-related results on the scheduled actions page in Odoo " "Settings." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:46 msgid "" "Determine if a scheduled action is active by looking under the " ":guilabel:`Active` column, in the it's corresponding row on the " ":guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the " "checkbox is green with a check mark, the scheduled action is active." msgstr "" "Bepaal of een geplande actie actief is door onder de :guilabel:`Active` " "kolom, in de corresponderende rij op het :guilabel:`Scheduled Actions` " "dashboard, te kijken naar een aangevinkt selectievakje; als het " "selectievakje groen is met een vinkje, is de geplande actie actief." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:50 msgid "" "If a scheduled action needs to be activated, click into the desired " "scheduled action from the list." msgstr "" "Als een geplande actie moet worden geactiveerd, klik je op de gewenste " "geplande actie in de lijst." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "The scheduled action form in the Odoo Settings application." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:55 msgid "" "Then, from the scheduled action form, toggle the switch in the " ":guilabel:`Active` field to the right. Doing so turns the switch green, " "indicating that the scheduled action is now `Active`." msgstr "" "Zet dan op het geplande actieformulier de schakelaar in het " ":guilabel:`Active` veld naar rechts. Hierdoor wordt de schakelaar groen, wat" " aangeeft dat de geplande actie nu `Actief` is." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:58 msgid "" "The ability to set up how often the scheduled action runs is also available " "on the scheduled action form, in the :guilabel:`Execute Every` field." msgstr "" "De mogelijkheid om in te stellen hoe vaak de geplande actie wordt uitgevoerd" " is ook beschikbaar op het geplande actie formulier, in het " ":guilabel:`Uitvoeren Elke` veld." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:62 msgid "" "The scheduled action does **not** function correctly if the execution time " "is less than five minutes. This is a general rule for all scheduled actions." msgstr "" "De geplande actie werkt **niet** correct als de uitvoeringstijd korter is " "dan vijf minuten. Dit is een algemene regel voor alle geplande acties." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:65 msgid "" "For more information, read the :doc:`Frequent Technical Questions " "` " "documentation." msgstr "" "Lees voor meer informatie de :doc:`Veel voorkomende technische vragen " "` " "documentatie." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:69 msgid "Generate recurring invoices and payments" msgstr "Terugkerende facturen en betalingen genereren" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:71 msgid "" "In order for the :guilabel:`Sale Subscription: generate recurring invoices " "and payments` scheduled action to properly generate recurring invoices and " "payments on subscriptions, the *Deferred Expense* and *Deferred Revenue* " "accounts **must** be set up, in order for Odoo to process various invoices " "and payments related to subscriptions." msgstr "" "Om ervoor te zorgen dat de :guilabel:`Verkoop abonnement: terugkerende " "facturen en betalingen genereren` geplande actie goed terugkerende facturen " "en betalingen voor abonnementen genereert, moeten de *Uitgestelde kosten* en" " *Uitgestelde inkomsten* rekeningen **moeten** zijn ingesteld, zodat Odoo " "verschillende facturen en betalingen voor abonnementen kan verwerken." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:76 msgid "" "To set up *Deferred Expense* and *Deferred Revenue* accounts, navigate to " ":menuselection:`Accounting app --> Configuration --> Settings`. Both " "accounts can be configured in the :guilabel:`Default Accounts` section." msgstr "" "Om *Uitgestelde kosten* en *Uitgestelde inkomsten* rekeningen in te stellen," " navigeer je naar :menuselection:`Boekhouding app --> Configuratie --> " "Instellingen`. Beide rekeningen kunnen worden geconfigureerd in het " ":guilabel:`Default Accounts` gedeelte." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The necessary deferred account settings in the Odoo Accounting app's " "settings page." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:84 msgid "" "Once the correct accounts are entered in the :guilabel:`Deferred Expense` " "and :guilabel:`Deferred Revenue` drop-down menu fields, click " ":guilabel:`Save` in the upper-left corner." msgstr "" "Zodra de juiste rekeningen zijn ingevoerd in de :guilabel:`Uitgestelde " "Kosten` en :guilabel:`Uitgestelde Inkomsten` uitklapmenu's, klik je op " ":guilabel:`Opslaan` in de linkerbovenhoek." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:88 msgid "Create invoice" msgstr "Maak factuur" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:90 msgid "" "Elements related to the :guilabel:`Sale Subscription: generate recurring " "invoices and payments` scheduled action can be found on confirmed " "subscription sales orders." msgstr "" "Elementen met betrekking tot de :guilabel:`Verkoop abonnement: terugkerende " "facturen en betalingen genereren` geplande actie zijn te vinden op " "bevestigde verkooporders voor abonnementen." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:93 msgid "" "To examine these elements, open any confirmed sales order in the " "*Subscriptions* application to reveal the subscription sales order form." msgstr "" "Om deze elementen te bekijken, open je een bevestigde verkooporder in de " "applicatie *Afspraken* om het verkooporderformulier voor abonnementen weer " "te geven." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:96 msgid "" "On a confirmed subscription sales order form, focus on the " ":guilabel:`Recurring Plan` and :guilabel:`Date of Next Invoice` fields." msgstr "" "Richt je op een bevestigd verkooporderformulier voor abonnementen op de " "velden :guilabel:`Recurring Plan` en :guilabel:`Datum volgende factuur`." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "A confirmed subscription sales order in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:103 msgid "" "The scheduled action creates an invoice when today's date is the same date " "as the :guilabel:`Date of Next Invoice`." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:106 msgid "" "Odoo uses the information in the :guilabel:`Recurring Plan` field to update " "the next invoice date accordingly." msgstr "" "Odoo gebruikt de informatie in het :guilabel:`Recurring Plan` veld om de " "volgende factuurdatum overeenkomstig bij te werken." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:110 msgid "" "If the product invoicing policy is set to *Based on Delivered Quantities " "(Manual)*, and the delivered quantity is `0`, Odoo does **not** create an " "invoice, and the customer is not charged." msgstr "" "Als het factureringsbeleid voor producten is ingesteld op *Gebaseerd op " "geleverde hoeveelheden (handmatig)* en de geleverde hoeveelheid is `0`, dan " "maakt Odoo **geen** factuur en wordt de klant niets in rekening gebracht." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:113 msgid "" "Instead, the subscription is processed as a free recurring product, and is " "reflected as such in the *chatter* of the subscription sales order." msgstr "" "In plaats daarvan wordt het abonnement verwerkt als een gratis terugkerend " "product en wordt het als zodanig weergegeven in de *chatter* van de " "verkooporder van het abonnement." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:116 msgid "" "When this occurs, the following message appears: `Automatic renewal " "succeeded. Free subscription. Next invoice:[date]. No email sent.`" msgstr "" "Wanneer dit gebeurt, verschijnt het volgende bericht: `Automatische " "verlenging geslaagd. Gratis abonnement. Volgende factuur:[datum]. Geen " "e-mail verzonden.`" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:119 msgid "" "Once the invoice for the subscription sales order is created, the invoice " "can be viewed by clicking the :guilabel:`Invoices` smart button that appears" " at the top of the subscription sales order." msgstr "" "Zodra de factuur voor de verkooporder met abonnement is aangemaakt, kan de " "factuur worden bekeken door te klikken op de :guilabel:`Facturen` slimme " "knop die boven aan de verkooporder met abonnement verschijnt." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:122 msgid "" "An email is sent to the customer notifying them of the recurring " "subscription charge, *if* there is a :guilabel:`Payment Token` on the " "account." msgstr "" "Er wordt een e-mail naar de klant gestuurd om hem/haar op de hoogte te " "stellen van de terugkerende abonnementskosten, *als* er een " ":guilabel:`Betalingstoken` op de account staat." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:125 msgid "" "To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other " "Info` tab, and look at the :guilabel:`Payment Token` field, under the " ":guilabel:`Subscription` section." msgstr "" "Om te controleren of er een :guilabel:`Betalingstoken` is, open je het " ":guilabel:`Overige info` tabblad en kijk je naar het " ":guilabel:`Betalingstoken` veld, onder het :guilabel:`Aanmelding` gedeelte." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The Payment Token field under the Other Info tab on a subscription sales " "order form." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:132 msgid "" "If there is no :guilabel:`Payment Token`, the invoice is created, and sent " "to the customer. The payment **must** be registered manually in this case." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:136 msgid "Closing invoices" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:138 msgid "" "The :guilabel:`Sale Subscription: generate recurring invoices and payments` " "scheduled action also has the ability to close a subscription, if the " "following conditions are met:" msgstr "" "De :guilabel:`Verkoop abonnement: terugkerende facturen en betalingen " "genereren` geplande actie heeft ook de mogelijkheid om een abonnement te " "sluiten als aan de volgende voorwaarden wordt voldaan:" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:141 msgid "" "If the subscription has no :guilabel:`Payment Token`, create and post the " "invoice." msgstr "" "Als het abonnement geen :guilabel:`Betalingstoken` heeft, maak dan de " "factuur aan en post deze." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:142 msgid "If the subscription has a :guilabel:`Payment Token`, try to charge." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:144 msgid "If the charge is successful, create and post the invoice." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:145 msgid "If the charge fails, send reminders periodically." msgstr "Als het opladen niet lukt, stuur dan regelmatig herinneringen." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:147 msgid "" "Close the subscription if it continues to fail for more than fourteen days." msgstr "" "Sluit het abonnement als het langer dan veertien dagen blijft mislukken." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:150 msgid "Subscriptions expiration" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:152 msgid "" "The :guilabel:`Sale Subscription: subscriptions expiration` scheduled action" " checks for all other conditions that may cause a subscription to close " "automatically. If certain conditions are met, the scheduled action closes " "that subscription." msgstr "" "De :guilabel:`Verkoop abonnement: abonnementen verlopen` geplande actie " "controleert op alle andere omstandigheden die ertoe kunnen leiden dat een " "abonnement automatisch wordt gesloten. Als aan bepaalde voorwaarden wordt " "voldaan, sluit de geplande actie dat abonnement." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:156 msgid "" "First, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled" " action checks to see if the end date has passed, which is configured on the" " subscription sales order." msgstr "" "Eerst controleert de :guilabel:`Verkoop abonnement: abonnementen verlopen` " "geplande actie of de einddatum is verstreken, die is geconfigureerd op de " "verkooporder van het abonnement." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The expiration date on a subscription sales order in Odoo Subscriptions." msgstr "" "De vervaldatum op een verkooporder voor abonnementen in Odoo Abonnementen." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:163 msgid "" "Then, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled " "action checks if the invoice has not been paid within the payment terms " "deadline." msgstr "" "Vervolgens controleert de geplande actie :guilabel:`Verkoop abonnement: " "abonnementen verlopen` of de factuur niet binnen de betalingstermijn is " "betaald." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:166 msgid "" "To access the invoices attached to a subscription, access the sales order " "for the subscription product, and click the :guilabel:`Invoices` smart " "button. Then, look at the :guilabel:`Invoice Date` column." msgstr "" "Om toegang te krijgen tot de facturen die aan een abonnement zijn gekoppeld," " ga je naar de verkooporder voor het abonnementsproduct en klik je op de " ":guilabel:`Facturen` slimme knop. Kijk dan naar de :guilabel:`Factuurdatum` " "kolom." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The Invoice Date column on subscriptions invoice page in Odoo Subscriptions " "app." msgstr "" "De kolom Factuurdatum op de factuurpagina van abonnementen in de Odoo " "Abonnementen app." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:174 msgid "" "Unpaid subscriptions with an :guilabel:`Invoice Date` that are past the " "determined number of days in the :guilabel:`Automatic Closing` field of a " ":guilabel:`Recurring Plan` are automatically closed by the :guilabel:`Sale " "Subscription: subscriptions expiration` scheduled action." msgstr "" "Onbetaalde abonnementen met een :guilabel:`factuurdatum` die voorbij het " "vastgestelde aantal dagen in het :guilabel:`automatisch sluiten` veld van " "een :guilabel:`herhalingsplan` zijn, worden automatisch gesloten door de " ":guilabel:`Verkoop abonnement: abonnementen verlopen` geplande actie." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The Automatic Closing field on a Recurring Plan form in Odoo Subscriptions." msgstr "" "Het veld Automatisch sluiten op een formulier voor een terugkerend plan in " "Odoo Abonnementen." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:182 msgid "" "For example, if the next invoice date is July 1st, and the " ":guilabel:`Automatic Closing` is set to '30 Days', the scheduled action " "would close the subscription on August 1st." msgstr "" "Als de volgende factuurdatum bijvoorbeeld 1 juli is en de " ":guilabel:`Automatisch sluiten` is ingesteld op '30 dagen', dan zou de " "geplande actie het abonnement op 1 augustus sluiten." #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:189 msgid ":doc:`automatic_alerts`" msgstr ":doc:`automatische_waarschuwingen`" #: ../../content/applications/sales/subscriptions/upselling.rst:3 #: ../../content/applications/sales/subscriptions/upselling.rst:44 msgid "Upsell subscriptions" msgstr "Upsell abonnementen" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" "Subscriptions are recurrent, and go on indefinitely. As time passes, " "customers may want to modify them. With that in mind, it's imperative to " "have the ability to adapt prices, or change quantities, to accommodate any " "need. That's where the opportunity to upsell a subscription can come into " "play." msgstr "" "Abonnementen zijn terugkerende abonnementen die voor onbepaalde tijd " "doorlopen. Naarmate de tijd verstrijkt, willen klanten ze misschien " "aanpassen. Met dat in gedachten is het noodzakelijk om de mogelijkheid te " "hebben om prijzen aan te passen, of hoeveelheden te wijzigen, om aan elke " "behoefte te voldoen. Dat is waar de mogelijkheid tot upselling van een " "abonnement om de hoek kan komen kijken." #: ../../content/applications/sales/subscriptions/upselling.rst:9 msgid "Upselling may prove beneficial to the following customer types:" msgstr "Upselling kan voordelig zijn voor de volgende soorten klanten:" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*Loyal Customers*" msgstr "*Trouwe klanten*" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" "These are customers who already trust the company/brand, and because they " "have established a pattern of paying for products/services, there's more " "confidence behind the attempt to sell them a more expensive product/service." msgstr "" "Dit zijn klanten die het bedrijf/merk al vertrouwen en omdat ze een patroon " "hebben opgebouwd van betalen voor producten/diensten, zit er meer vertrouwen" " achter de poging om hen een duurder product/dienst te verkopen." #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*New Customers*" msgstr "*Nieuwe klanten*" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" "For brand new customers unfamiliar with the company/brand, a new, attractive" " tactic must be employed to entice them to purchase a more expensive " "product/service." msgstr "" "Voor nieuwe klanten die onbekend zijn met het bedrijf/merk moet een nieuwe, " "aantrekkelijke tactiek worden gebruikt om hen te verleiden een duurder " "product/dienst te kopen." #: ../../content/applications/sales/subscriptions/upselling.rst:19 msgid "" "In these instances, discounts can be useful. Typically, subscriptions end " "after a certain period of time." msgstr "" "In deze gevallen kunnen kortingen nuttig zijn. Abonnementen eindigen meestal" " na een bepaalde periode." #: ../../content/applications/sales/subscriptions/upselling.rst:22 msgid "" "So, if these more expensive products/services are offered to new customers " "at a discount, it can result in a sale, while establishing a strong sense of" " trust between the customer and the company/brand. In turn, this can " "increase customer retention, as they'll grow more comfortable and " "trustworthy over time." msgstr "" "Dus als deze duurdere producten/diensten met korting worden aangeboden aan " "nieuwe klanten, kan dit resulteren in een verkoop, terwijl er een sterk " "gevoel van vertrouwen ontstaat tussen de klant en het bedrijf/merk. Dit kan " "op zijn beurt de klantenbinding verhogen, omdat ze zich na verloop van tijd " "meer op hun gemak voelen en meer vertrouwen krijgen." #: ../../content/applications/sales/subscriptions/upselling.rst:28 msgid "Discount configuration" msgstr "Korting configuratie" #: ../../content/applications/sales/subscriptions/upselling.rst:30 msgid "" "In order to have the ability to upsell a subscription to a new customer, " "with the aid of a discount, the *Discounts* feature **must** be activated." msgstr "" "Om een abonnement aan een nieuwe klant te kunnen upsellen met behulp van een" " korting, moet de functie *Kortingen* **must** geactiveerd zijn." #: ../../content/applications/sales/subscriptions/upselling.rst:33 msgid "" "To activate the *Discounts* feature, navigate to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " "and tick the checkbox beside :guilabel:`Discounts`. Then, click " ":guilabel:`Save`." msgstr "" "Om de functie *Kortingen* te activeren, ga je naar :menuselectie:`Verkoop " "app --> Configuratie --> Instellingen`, scroll je naar de sectie " ":guilabel:`Prijzen` en vink je het selectievakje naast :guilabel:`Kortingen`" " aan. Klik vervolgens op :guilabel:`Opslaan`." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Activation of the discount option in Odoo Sales." msgstr "Activering van de kortingsoptie in Odoo Sales." #: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" "With that feature activated, the ability to grant discounts on sales order " "lines." msgstr "" "Als die functie geactiveerd is, is het mogelijk om kortingen toe te kennen " "op verkooporderregels." #: ../../content/applications/sales/subscriptions/upselling.rst:46 msgid "" "Before upselling a subscription, check out our documentation on how to " ":doc:`Create a quotation <../subscriptions>` using subscription products." msgstr "" "Bekijk voordat je een abonnement gaat upsellen onze documentatie over hoe je" " :doc:`Een offerte <../abonnementen>` kunt maken met behulp van " "abonnementsproducten." #: ../../content/applications/sales/subscriptions/upselling.rst:49 msgid "" "When a quotation with a subscription is confirmed, it officially becomes a " "sales order, and a new subscription is created in the Odoo *Subscriptions* " "application." msgstr "" "Als een offerte met een abonnement wordt bevestigd, wordt het officieel een " "verkooporder en wordt er een nieuw abonnement aangemaakt in de Odoo " "*Subscriptions* applicatie." #: ../../content/applications/sales/subscriptions/upselling.rst:53 msgid "" "The subscription sales order **must** be invoiced *before* an upsell can " "occur." msgstr "" "De verkooporder voor het abonnement **moet** gefactureerd zijn *voordat* een" " upsell kan plaatsvinden." #: ../../content/applications/sales/subscriptions/upselling.rst:55 msgid "" "When the subscription sales order is opened, either in the *Sales* or " "*Subscriptions* application, the ability to upsell that subscription is " "available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" "Wanneer de verkooporder voor een abonnement wordt geopend, hetzij in de " "*Verkoop* of *Aanmeldingen* applicatie, is de mogelijkheid om dat abonnement" " op te waarderen beschikbaar via de :guilabel:`Upsell` knop bovenaan de " "verkooporder." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "Upsell-knop voor verkooporders met Odoo Subscriptions." #: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" "When the :guilabel:`Upsell` button is clicked, a new quotation form appears," " with an :guilabel:`Upsell` status banner in the upper-right corner. The " "initial subscription product is already in the :guilabel:`Order Lines` tab." msgstr "" "Als er op de :guilabel:`Upsell` knop wordt geklikt, verschijnt er een nieuw " "offerteformulier met een :guilabel:`Upsell` statusbanner in de " "rechterbovenhoek. Het initiële abonnementsproduct staat al in het " ":guilabel:`Bestelregels` tabblad." #: ../../content/applications/sales/subscriptions/upselling.rst:67 msgid "" "There is also a warning reminding the user that the recurring products are " "discounted, according to the prorated period of time, located beneath the " "initial subscription product in the :guilabel:`Order Lines` tab." msgstr "" "Er staat ook een waarschuwing onder het eerste abonnementsproduct op het " "tabblad :guilabel:`Order Lines` om de gebruiker eraan te herinneren dat de " "terugkerende producten worden afgeprijsd op basis van de periode naar rato." #: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" "The prorated amount is **only** applied to *Service* product types. It is " "**not** applied to *Consumable* or *Storable* product types, even if the " "message appears." msgstr "" "Het geprorateerde bedrag wordt **alleen** toegepast op *Dienst* " "producttypen. Het wordt **niet** toegepast op *Consumable* of *Storable* " "producttypen, zelfs niet als het bericht verschijnt." #: ../../content/applications/sales/subscriptions/upselling.rst:75 msgid "" "From this new upsell quotation form, add new subscription products in the " ":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " "selecting the desired subscription product." msgstr "" "Voeg vanuit dit nieuwe upsell offerteformulier nieuwe abonnementsproducten " "toe op het :guilabel:`Order Lines` tabblad, door op :guilabel:`Een product " "toevoegen` te klikken en het gewenste abonnementsproduct te selecteren." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" "Producten toevoegen aan je abonnement via de upsell optie in Odoo " "Abonnementen" #: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" "Once the desired upsell subscription product(s) have been added, it can be " "sent to the customer for approval by clicking the :guilabel:`Send by Email` " "button." msgstr "" "Zodra de gewenste upsell abonnementsproducten zijn toegevoegd, kunnen deze " "ter goedkeuring naar de klant worden gestuurd door op de :guilabel:`Verstuur" " per e-mail` knop te klikken." #: ../../content/applications/sales/subscriptions/upselling.rst:86 msgid "" "When the quotation is confirmed by the customer, the upsell products are " "added to the initial subscription. Quotation prices are then prorated to the" " remaining time of the current invoicing period." msgstr "" "Wanneer de offerte door de klant wordt bevestigd, worden de upsell-producten" " toegevoegd aan het initiële abonnement. De offerteprijzen worden dan naar " "rato berekend over de resterende tijd van de huidige factureringsperiode." #: ../../content/applications/sales/subscriptions/upselling.rst:91 msgid "" "Before sending the new quotation to the customer, the unit price, taxes, and" " even discount can be applied." msgstr "" "Voordat de nieuwe offerte naar de klant wordt gestuurd, kunnen de " "eenheidsprijs, belastingen en zelfs kortingen worden toegepast." #: ../../content/applications/sales/subscriptions/upselling.rst:94 msgid "" "Once the customer approves, click the :guilabel:`Confirm` button on the " "quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " "History` smart button appears, displaying how many sales orders are attached" " to this initial subscription order." msgstr "" "Zodra de klant akkoord gaat, klik je op de :guilabel:`Bevestig` knop op de " "offerte, waardoor het een verkooporder wordt. Als daarop wordt geklikt, " "verschijnt er een :guilabel:`Verkoopgeschiedenis` slimme knop die weergeeft " "hoeveel verkooporders er aan deze eerste abonnementsorder zijn gekoppeld." #: ../../content/applications/sales/subscriptions/upselling.rst:98 msgid "" "When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " "separate page containing a list of the related sales orders, clearly " "showcasing their individual :guilabel:`Subscription Status`." msgstr "" "Als er op de :guilabel:`Verkoopgeschiedenis` slimme knop wordt geklikt, " "toont Odoo een aparte pagina met een lijst van de gerelateerde " "verkooporders, waarop duidelijk hun individuele " ":guilabel:`Inschrijvingsstatus` te zien is." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "The related sales order viewable from the Sales History smart button in Odoo" " Subscriptions." msgstr "" "De gerelateerde verkooporder kan worden bekeken via de knop " "Verkoopgeschiedenis in Odoo Abonnementen."