# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # #, 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: YEAR-MO-DA HO:MI+ZONE\n" "Last-Translator: FULL NAME \n" "Language-Team: LANGUAGE \n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "" #: ../../content/applications/sales/crm.rst:8 msgid "CRM" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:36 msgid "Convert a lead into an opportunity" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 msgid "To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app --> Leads`, and click on a lead from the list to open it." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:42 msgid "If a :guilabel:`Similar Leads` smart button appears at the top of the page for the lead, it indicates a similar lead or opportunity already exists in the database. Before converting this lead, click the smart button to confirm if the lead should be merged." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:0 msgid "Close up of a lead with emphasis on the Similar Leads smart button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:50 msgid "Click the :guilabel:`Convert to Opportunity` button, located at the top-left of the page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:-1 msgid "Create opportunity button on a lead record." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:69 msgid "Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which the opportunity should be assigned. Neither field is required, though if a selection is made in the :guilabel:`Salesperson` field, the :guilabel:`Sales Team` field is populated automatically, based on the salesperson's team assignments." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:74 msgid "If the lead has already been assigned to a salesperson or a team, these fields automatically populate with that information." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:21 msgid "Each sales team has the option to create and utilize their own unique email alias. When messages are sent to this address, a lead (or opportunity), is created with the information from the message." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:25 msgid "To create or update a sales teams' email alias, navigate to :menuselection:`CRM app --> Configuration --> Sales Teams`. Click on a team from the list to open the team's details page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:-1 msgid "The sales team details page, focused on the email alias section." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:32 msgid "In the :guilabel:`Email Alias` field, enter a name for the email alias, or edit the existing name. In the :guilabel:`Accept Emails From` field, use the drop-down menu to choose who is allowed to send messages to this email alias:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:36 msgid ":guilabel:`Everyone`: messages are accepted from any email address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:37 msgid ":guilabel:`Authenticated Partners`: only accepts messages from email addresses associated with a a partner (contact or customer) record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:39 msgid ":guilabel:`Followers only`: only accepts messages from those who are following a record related to the team, such as a lead or opportunity. Messages are also accepted from team members." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:41 msgid ":guilabel:`Authenticated Employees`: only accepts messages from email addresses that are connected to a record in the *Employees* app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:45 msgid "Leads created from email" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:47 msgid "Leads created from email alias messages can be viewed by navigating to :menuselection:`CRM app --> Leads`. Click a lead from the list to open it, and view the details." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:50 msgid "The email received by the alias is added to the *chatter* thread for the lead. The subject line of the message is added to the title field, and the :guilabel:`Email` field is updated with the contact's email address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:-1 msgid "The chatter thread of a newly created lead in the CRM app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:59 msgid "If the *leads* feature is **not** enabled on the database, messages to the email alias are added to the database as opportunities." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:63 msgid ":doc:`../../../general/email_communication`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:66 msgid "Manually create leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:68 msgid "Leads can be added directly to the *CRM* app by manually creating a new record. Navigate to :menuselection:`CRM app --> Leads` to view a list of existing leads." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:72 msgid "Leads can also be added via the :doc:`Generate Leads ` button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:74 msgid "At the top-left of the list, click :guilabel:`New` to open a blank :guilabel:`Leads` form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:76 msgid "In the first field of the new form, enter a title for the new lead. Next, enter a :guilabel:`Contact Name`, and a :guilabel:`Company Name`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:80 msgid "If a lead is :doc:`converted to an opportunity `, the :guilabel:`Company Name` field is used to either link this opportunity to an existing customer, or to create a new customer." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:84 msgid "Manually create opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:86 msgid "To manually create an opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. At the top-left of the page, click :guilabel:`New` to create a new opportunity Kanban card. In the :guilabel:`Organization/Contact` field, enter the name of the company the opportunity is for." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:90 msgid "Choose a name, and enter it in the :guilabel:`Opportunity` field. *This is a required field.* When manually creating an opportunity, it is helpful to add a name that relates to the details of the opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:95 msgid "In the example below, the opportunity is named `5 VP Chairs`. This identifies the product the customer is interested in, as well as the potential number of products." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:0 msgid "An example of an opportunity in the CRM pipeline." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:102 msgid "Enter the contact information for the opportunity in the :guilabel:`Email` and :guilabel:`Phone` fields." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:105 msgid "In the :guilabel:`Expected Revenue` field, enter an estimated value for the opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:108 msgid "The information in the :guilabel:`Expected Revenue` and priority fields can be used to track performance for individual salespeople, and on a team basis. See :doc:`../performance/expected_revenue_report` and :doc:`../track_leads/lead_scoring` for more information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:113 msgid "Then, use the |st-o| :guilabel:`(star)` icons to assign a priority." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:115 msgid "|st-o| |st-o| |st-o|: low priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:116 msgid "|st| |st-o| |st-o|: medium priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:117 msgid "|st| |st| |st-o|: high priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:118 msgid "|st| |st| |st|: very high priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:121 msgid "Assigning a priority changes the order of leads in Kanban view, with higher priority leads displayed first." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:124 msgid "Once all the necessary information has been entered, click :guilabel:`Add`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:-1 msgid "The CRM pipeline with a newly created opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 msgid "*Lead mining* is a feature that allows *CRM* users to generate new leads directly into their Odoo database. To ensure lead qualification, lead mining output is determined by a variety of filtering criteria, such as the country, the company size, and the industry." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:15 msgid "To get started, go to :menuselection:`CRM app --> Configuration --> Settings`, and tick the :guilabel:`Lead Mining` checkbox to activate the feature. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:23 msgid "Generate leads" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:37 msgid "Click the :guilabel:`Generate Leads` button, and a pop-up window appears, offering a variety of criteria by which to generate leads." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:-1 msgid "The pop-up window with the selection criteria in order to generate leads in Odoo." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "Choose to generate leads for :guilabel:`Companies` to get company information only, or choose |CC| to get company information and individual employee contact information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 msgid "When targeting |CC|, additional options are available to filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 msgid "Additional filtering options include the following:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:53 msgid ":guilabel:`Countries`: filter leads based on the country (or countries) they are located in." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:54 msgid ":guilabel:`States`: further filter leads based on the state in which they are located, if applicable." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:56 msgid ":guilabel:`Industries`: filter leads based on the specific industry they work in." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:57 msgid ":guilabel:`Filter on Size`: tick this checkbox to specify the number of employees at the company. This generates a field labeled :guilabel:`Size`. Fill in the blanks to create a range for the desired company size." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:60 msgid ":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned to." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid ":guilabel:`Salesperson`: choose which member of the Sales Team the leads will be assigned to." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:62 msgid ":guilabel:`Default Tags`: choose which tags are applied directly to the leads once found." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 msgid "Make sure to be aware of the latest EU regulations when receiving contact information. Get more information about the General Data Protection Regulation on `Odoo GDPR `_." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:69 msgid "View leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:71 msgid "After leads are generated, they are assigned to the designated salesperson and team. To view additional information regarding the lead, select one from the list, and click to open it." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:74 msgid "In the chatter thread for the lead, additional information is provided. This can include the number of employees, the technology used by the company, the timezone, and direct contact information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:-1 msgid "The chatter thread of a newly generated lead." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:82 msgid "If :guilabel:`Leads` are **not** enabled for the database, then leads are generated as *opportunities*, and added to the pipeline for the designated salesperson." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:85 msgid "To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app --> Configuration --> Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:89 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61 #: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:91 msgid "Lead mining is an *In-App Purchase* feature, and each generated lead costs one :ref:`credit `." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:95 msgid "Generating |CC| costs one additional credit for each contact generated. See here for complete pricing information: `Lead Generation by Odoo IAP `_." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:99 msgid "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> Settings`. In the :guilabel:`Lead Generation` section, under the :guilabel:`Lead Mining` feature, click :guilabel:`Buy Credits`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:103 msgid "Credits may also be purchased by navigating to the :menuselection:`Settings app`. In the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` feature, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:-1 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:-1 msgid "Buy credits in the Odoo IAP settings." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:112 msgid "Enterprise Odoo users with a valid subscription get free credits to test |IAP| features before purchasing more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:117 msgid ":doc:`/applications/essentials/in_app_purchase`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:3 msgid "Create opportunities from web contact forms" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:5 msgid "Adding a contact form to a website makes it easy to convert visitors into leads and opportunities. After a visitor submits their information, an opportunity can be created automatically, and assigned to a designated sales team and salesperson." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:12 msgid "Customize contact forms" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:14 msgid "By default, the *Contact Us* page on an Odoo website displays a preconfigured contact form. This form can be customized, as needed, to suit the needs of a specific sales team." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:17 msgid "Navigate to :menuselection:`Website app --> Contact Us`, then click :guilabel:`Edit` in the top-right of the screen to open the web editor. Click on the form building block in the body of the webpage to open the form configuration settings on the right sidebar. The following options are available to customize the contact form from the :guilabel:`From` section of the right sidebar:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:-1 msgid "The form configuration settings on an Odoo website." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:26 msgid ":guilabel:`Action`: the default action for a contact form is :guilabel:`Send an Email`. Select :guilabel:`Create an Opportunity` from the drop-down list to capture the information in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:29 msgid ":guilabel:`Sales Team`: choose a sales team from the drop-down menu that the opportunities from this form should be assigned to. This field **only** appears if the :guilabel:`Action` field is set to :guilabel:`Create an Opportunity`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:32 msgid ":guilabel:`Salesperson`: if the opportunities should be assigned to a specific salesperson, select them from the drop-down menu. If no selection is made in this field, the opportunities are assigned based on the team's existing rules." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:35 msgid ":guilabel:`Marked Fields`: use this field to alter how the form handles marked fields. The default option is to treat marked fields as :guilabel:`Required`, which is the recommended setting." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:37 msgid ":guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be identified. The default character is an asterisk (`*`)." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:39 msgid ":guilabel:`Labels Width`: use this field to alter the pixel width of the labels, if desired." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:40 msgid ":guilabel:`On Success`: select how the webpage reacts after a customer successfully submits a form. :guilabel:`Nothing` keeps the customer on the same screen, with the addition of a confirmation message that the form was submitted successfully. :guilabel:`Redirect` sends the customer to a new webpage, based on the address provided in the :guilabel:`URL` field below. :guilabel:`Show Message` replaces the form with a preconfigured message that informs the customer someone should respond to them as soon as possible." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:46 msgid ":guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On Success` field, enter the URL for the webpage, where customers should be directed after successfully submitting a form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:48 msgid ":guilabel:`Visibility`: use the drop-down menu to add any visibility conditions for this field, if desired." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:52 msgid "If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an Opportunity` generates a lead instead. To activate leads, navigate to :menuselection:`CRM app --> Configuration --> Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:57 msgid "Customize contact form fields" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:59 msgid "In addition to the settings for the form, the settings for each field can be customized, as well. With the web editor menu still open, click into a field to open the :guilabel:`Field` configuration settings section on the sidebar. The following options are available to customize a field:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:63 msgid ":guilabel:`Type`: choose a custom field option or an existing field type." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:64 msgid ":guilabel:`Input Type`: determine the type of information customers should input. Available options are :guilabel:`Text`, :guilabel:`Email`, :guilabel:`Telephone`, or :guilabel:`Url`. The selection made in this field limits the format that customers can use when entering information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:67 msgid ":guilabel:`Label`: enter the name for the field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:68 msgid ":guilabel:`Position`: choose the way the label is aligned with the rest of the form. The label can be hidden, above the field, to the left of the field, or right adjusted and closer to the field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:70 msgid ":guilabel:`Description`: slide the toggle to add a description for the field, which can provide additional instructions to customers. Click under the field on the form to add the description." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:72 msgid ":guilabel:`Placeholder`: enter an example to help users know how to input information where formatting is important, such as a phone number or email address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:74 msgid ":guilabel:`Default Value`: enter a value to include in the form, by default, if the customer does not provide information in the field. *It is not recommended to include a default value for required fields*." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:77 msgid ":guilabel:`Required`: slide the toggle to mark this field as required if it **must** be filled in for every submission." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:79 msgid ":guilabel:`Visibility`: select when this field should be visible. Use the button on the left to choose whether to show or hide this field on a desktop users. Use the button on the right to choose whether to show or hide this field to mobile users." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:82 msgid ":guilabel:`Animation`: select if this field should have any animation." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:-1 msgid "The field configuration settings on an Odoo website." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:89 msgid "View opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:91 msgid "After a customer submits a contact form, and an opportunity is created, it is assigned based on the :ref:`form settings `. To view opportunities, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:96 msgid "If leads are activated on the database, contact form submissions are generated as leads, not opportunities. To activate leads, navigate to :menuselection:`CRM app --> Configuration --> Settings`, and tick the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:100 msgid "Navigate to :menuselection:`CRM app --> Leads` to view the newly-created leads." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:102 msgid "On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in the Kanban view to open the opportunity record. The information submitted by the customer is visible on the opportunity record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:107 msgid "As the contact form fields are customizable, the fields on the opportunity record, where the form information is stored, varies accordingly." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:110 msgid "If the preconfigured contact form is used, the *Subject* field is added to the :guilabel:`Title` field, and the content in the :guilabel:`Notes` field, which is labeled as :guilabel:`Your Question`, is added to the :guilabel:`Internal Notes` tab." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:115 msgid ":doc:`../pipeline/manage_sales_teams`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:116 msgid ":doc:`convert`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:117 #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:109 msgid ":doc:`../track_leads/lead_scoring`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:118 msgid ":ref:`Website forms `" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Create and send quotations" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29 msgid "The **Sales** application **must** be installed for the :guilabel:`New Quotation` button to appear." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33 msgid "The :guilabel:`Customer` field is **not** required on the opportunity form." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:87 msgid "Order lines" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:103 msgid "To organize products into sections click :guilabel:`Add a section` and type a name for the section. Then, click the :icon:`oi-draggable` :guilabel:`(drag)` icon to the left of the name and drag to move the section to the appropriate location. Move each product using the same method to finish organizing the quotation order lines." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:-1 msgid "Categories are used to create separate sections on the order lines of a quote." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:113 msgid "Product catalog" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:115 msgid "To quickly add numerous products to the quotation, click the :guilabel:`Catalog` button to open the product catalog." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:118 msgid "All products in the database are listed as cards and can be sorted in the left panel by :guilabel:`Product Category` and :guilabel:`Attributes`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:-1 msgid "The product catalog displays all products as cards." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:125 msgid "To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button on the product card. Set the quantity of the item using the :icon:`fa-plus` :guilabel:`(add)` or :icon:`fa-minus` :guilabel:`(subtract)` buttons, or type the quantity in the number field between the two buttons. To remove an item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product card." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:-1 msgid "The purple add and subtract buttons are used to set the quantity of an item." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:134 msgid "Once all product quantities are set, click the :guilabel:`Back to Quotation` button to return to the quotation. The items selected in the product catalog now appear in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138 msgid "Preview and send quotation" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:201 msgid "To set up new values for this field, navigate to :menuselection:`CRM --> Configuration --> Lost Reasons`, and click both :guilabel:`New` and :guilabel:`Save` for each new entry added to the list." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:205 msgid "Additional notes and comments can be added in the :guilabel:`Closing Note` field." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "CRM Gamification" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:5 msgid "In Odoo's *CRM* app, *gamification tools* provide the opportunity to evaluate and motivate users through customizable challenges, goals, and rewards. Goals are created to target actions within the *CRM* app, and can be tracked and rewarded automatically to participating sales teams." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:12 msgid "To install the *CRM Gamification* module, navigate to the :menuselection:`Apps` application. Click into the :guilabel:`Search...` bar at the top of the page and remove the :guilabel:`Apps` filter. Type `CRM Gamification` to search." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:16 msgid "On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This module features goals and challenges related to the *CRM* and *Sales* applications." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:-1 msgid "View of the gamification module being installed in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:24 msgid "If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification* module is automatically installed on the database." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:27 msgid "To access the *Gamification Tools* menu, first enable :ref:`developer-mode`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:29 msgid "Next, navigate to :menuselection:`Settings app --> Gamification Tools`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:-1 msgid "View if the gamification tools menu in Odoo Settings." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Create badges" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "*Badges* are awarded to users when they have completed a challenge. Different badges can be awarded based on the type of task completed, and can be issued to more than one user, depending on the time they accomplish the goal." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:44 msgid "To view the existing badges, or create a new one, navigate to :menuselection:`Settings --> Gamification Tools --> Badges`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:-1 msgid "View of the badges page in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:52 msgid "Some badges can be awarded outside of challenges, as well. Select the Kanban card for the desired badge, then click :guilabel:`Grant`. This opens a :guilabel:`Grant Badge` pop-up window. Select a user from the :guilabel:`Who would you like to reward?` field." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:56 msgid "Add any additional information regarding why the user is receiving the reward in the field below, then click :guilabel:`Grant Badge`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:59 msgid "To create a new badge, click :guilabel:`New` at the top-left of the page to open a blank form. Enter a name for the :guilabel:`Badge`, followed by a description." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:62 msgid "The :guilabel:`Allowance to Grant` field determines when a badge can be granted, and by whom:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:64 msgid ":guilabel:`Everyone`: this badge can be manually granted by any user." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:65 msgid ":guilabel:`A selected list of users`: this badge can only be granted by a select group of users. If this option is selected, it generates a new field, :guilabel:`Authorized Users`. Choose the appropriate users from this drop-down list." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:68 msgid ":guilabel:`People having some badges`: this badge can only be granted by users who have already been awarded a specific badge. If this option is selected it generates a new field, :guilabel:`Required Badges`. Use this drop-down list to select the badge(s) a user must have before they can award this badge to others." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:72 msgid ":guilabel:`No one, assigned through challenges`: this badge cannot be manually granted, it can only be awarded through challenges." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:75 msgid "To limit the number of badges a user can send, tick the :guilabel:`Monthly Limited Spending` checkbox. This sets a limit on the number of times a user can grant this badge. In the :guilabel:`Limitation Number` field, enter the maximum number of times this badge can be sent per month, per person." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:-1 msgid "The details page for a new badge." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:87 msgid "Create a challenge" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:89 msgid "To create a challenge, navigate to to :menuselection:`Settings --> Gamification Tools --> Challenges`. Click :guilabel:`New` in the top-left corner to open a blank challenge form." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:92 msgid "At the top of the form, enter a :guilabel:`Challenge Name`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:95 msgid "Create assignment rules" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:97 msgid "To assign the challenge to specific users, one or more assignment rules must be utilized." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:99 msgid "Click into the first field under :guilabel:`Assign Challenge to`, and select a parameter from the drop-down list to define the rule. Then, click into the next field to define the rule's operator. If necessary, click into the third field to further define the parameter." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:104 msgid "To include all users with permissions in the *Sales* app, create a rule with the following parameters:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:107 msgid ":guilabel:`Groups`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:108 msgid ":guilabel:`is in`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:109 msgid "`Sales/User: Own Documents Only`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:0 msgid "View of the assignation rules section of a Challenge form." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:115 msgid "In the :guilabel:`Periodicity` field, select a time frame for goals to be automatically assessed." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:118 msgid "Add goals" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:120 msgid "Challenges can be based on a single goal, or can include multiple goals with different targets. To add a goal to the challenge, click :guilabel:`Add a line` on the :guilabel:`Goals` tab." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:123 msgid "In the :guilabel:`Goal Definition` field, choose a goal from the drop-down list. The :guilabel:`Condition` field automatically updates to reflect the condition set on the goal definition." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:128 msgid "The *CRM Gamification* module contains preconfigured goals geared towards salesteams:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:130 msgid ":guilabel:`New Leads`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:131 msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 msgid ":guilabel:`New Opportunities`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:134 msgid ":guilabel:`New Sales Orders`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:136 msgid "Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:138 msgid "Repeat these steps for each additional goal." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:-1 msgid "The goals tab of a challenge form." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:145 msgid "Add rewards" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:147 msgid "Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges ` to be awarded :guilabel:`For 1st User` and :guilabel:`For Every Succeeding User` by selecting them from the drop-down lists." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:152 msgid "Badges are granted when a challenge is finished. This is either at the end of a running period, at the end date of a challenge, or when the challenge is manually closed." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:155 msgid "After setup is complete, click the :guilabel:`Start Challenge` button at the top-left of the page to begin the challenge." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3 msgid "Lead enrichment" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5 msgid "*Lead enrichment* is a service that provides business information for a contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that requires credits to use, and is available for existing leads in an Odoo database." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9 msgid "The information provided by lead enrichment can include general information about the business (including full business name and logo), social media accounts, :guilabel:`Company type`, :guilabel:`Founded` information, :guilabel:`Sectors` information, the number of :guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78 msgid "Enterprise Odoo users with a valid subscription get free credits to test :abbr:`IAP (In-App Purchase)` features before deciding to purchase more credits for the database. This includes demo/training databases, educational databases, and one-app-free databases." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21 msgid "The *leads* feature **must** be activated in the *CRM* settings page in order to use lead enrichment. To access the *CRM* settings, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Under the :guilabel:`CRM` section activate the :guilabel:`Leads` option and click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27 msgid "Lead enrichment set up" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29 msgid "To set up lead enrichment in the *CRM* application, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Then, under the :guilabel:`Lead Generation` section, tick the checkbox next to :guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on demand only` or :guilabel:`Enrich all leads automatically`. Click the :guilabel:`Save` button to activate the changes." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:-1 msgid "CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n" "leads on demand only chosen." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41 msgid "Enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43 msgid "Enrichment of leads is based on the domain of the email address of the customer set on the lead. There are two different ways that a lead can be enriched: *automatically* or *manually*." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47 msgid "Automatically enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49 msgid "During set up, if :guilabel:`Enrich all leads automatically` was selected on the *CRM* :guilabel:`Settings` page, then no action needs to be taken by the user to enrich the lead. A scheduled action runs automatically, every sixty minutes, and enrichment occurs on leads, after a remote database is contacted." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55 msgid "To access the cron that runs for the automatic lead enrichment, activate :ref:`developer mode `, and navigate to :menuselection:`Settings app --> Technical menu --> Automation section --> Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any necessary adjustments. In the :guilabel:`Execute Every` field, enter a value greater than, or equal to, five minutes." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62 msgid "The following is an example of lead enrichment data that has been autocompleted successfully:" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0 msgid "Chatter showing lead enrichment data." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69 msgid "Manually enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71 msgid "If the :guilabel:`Enrich leads on demand only` option was selected on the *CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead Enrichment`, each lead that a user wishes to enrich **must** be manually enriched. This is achieved by clicking the :guilabel:`Enrich` button in the top menu of the lead." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76 msgid "The same information will be retrieved at the same :abbr:`IAP (In-App Puchase)` credit cost (one per enrichment). This method of enrichment is useful when every lead does not need to be enriched, or cost is an issue." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:-1 msgid "Manual enrich button feature highlighted on the CRM lead." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85 msgid "Manually enrich leads in bulk using the *list* view. First, navigate to :menuselection:`CRM app --> Leads`, and click the list view button (:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for the leads that should be manually enriched. Finally, click the :guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting drop-down menu. This can also be achieved from the *My Pipeline* page. To do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. Either route reveals leads and opportunities on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96 msgid "Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead costs one credit." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99 msgid "See here for full pricing information: `Lead Generation by Odoo IAP `_." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102 msgid "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> Settings`. In the :guilabel:`Lead Generation` section, under the :guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:-1 msgid "Buy credits from the lead enrichment settings." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110 msgid "Credits and balances may also be purchased by navigating to the :menuselection:`Settings app`. In the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83 msgid ":doc:`../../../essentials/in_app_purchase`" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122 msgid "When collecting a company's contact information, make sure to be aware of the latest EU regulations. For more information about General Data Protection Regulation, refer to: `Odoo GDPR `__." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich contacts with partner autocomplete" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5 msgid "*Partner autocomplete* enriches the contacts database with corporate data. In any module, enter the new company name into the :guilabel:`Customer` field (`partner_id` technical field), and select one of the companies suggested in the drop-down menu. Instantly get valuable company information full of hard-to-find data for a desired company." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11 msgid "A company **cannot** already be manually entered in the *Contacts* application prior to enriching it with data." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14 msgid "The information provided by partner autocomplete can include general information about the business (including full business name and logo), social media accounts, :guilabel:`Company type`, :guilabel:`Founded` information, :guilabel:`Sectors` information, the number of :guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21 msgid "When getting a company's contact information make sure to be aware of the latest EU regulations. For more information about General Data Protection Regulation refer to: `Odoo GDPR `_. In Odoo, individual contact information cannot be searched for with the partner autocomplete feature." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29 msgid "Go to :menuselection:`Settings app --> Contacts section`. Then, activate the :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside it, and clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:-1 msgid "View of settings page and the activations of the feature in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37 msgid "Enrich contacts with corporate data" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39 msgid "From any module, as the user is typing in the name of a new company contact, Odoo reveals a large drop-down menu of potential match suggestions. If any are selected, the contact is then populated with corporate data related to that specific selection." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43 msgid "For example, after typing `Odoo`, the following information populates:" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:-1 msgid "Creating a new contact in Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49 msgid "In the chatter, the following information populates about the company, after clicking on the desired pre-populated contact:" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:-1 msgid "View of the information being shown about odoo with the autocomplete option in Odoo" msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57 msgid "Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is entered instead of company name." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63 msgid "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires prepaid credits to be used. Each request consumes one credit." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66 msgid "To buy credits, go to :menuselection:`Settings app --> Contacts section`. Then, locate either the :guilabel:`Partner Autocomplete` feature and click :guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and click :guilabel:`View My Services`. From the resulting page, select a desired package." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72 msgid "If the database runs out of credits, the only information populated when clicking on the suggested company will be the website link and the logo." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75 msgid "Learn about our `Privacy Policy `_." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3 msgid "Utilize activities for sales teams" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:5 msgid "*Activities* are follow-up tasks tied to a record in an *Odoo* database. Activities can be scheduled on any page of the database that contains a chatter thread, Kanban view, list view, or activities view of an application." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "The summary view of activities for leads and opportunities in an Odoo database." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "Planned Activities for Leads and Opportunities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16 msgid "Activity types" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18 msgid "A set of preconfigured activity types is available in the *CRM* app. To view the list of available activity types, navigate to the :menuselection:`CRM app --> Configuration --> Activity Types`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22 msgid "Additional activity types are available within the database, and can be utilized through different applications. To access the complete list of activity types, go to the :menuselection:`Settings app`, then scroll to the :guilabel:`Discuss` section, and click :guilabel:`Activity Types`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27 msgid "The preconfigured activity types for the *CRM* app are as follows:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29 msgid ":guilabel:`Email`: adds a reminder to the chatter that prompts the salesperson to send an email." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30 msgid ":guilabel:`Call`: opens a calendar link where the salesperson can schedule time to call the contact." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32 msgid ":guilabel:`Meeting`: opens a calendar link where the salesperson can schedule time to have a meeting with the contact." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34 msgid ":guilabel:`To Do`: adds a general reminder task to the chatter." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35 msgid ":guilabel:`Upload Document`: adds a link on the activity where an external document can be uploaded. Note that the *Documents* app is **not** required to utilize this activity type." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39 msgid "If other applications are installed, such as *Sales* or *Accounting*, other activity types are made available in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45 msgid "Create a new activity type" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:47 msgid "To create a new activity type, click :guilabel:`New` at the top-left of the page to open a blank form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:50 msgid "At the top of the form, start by choosing a :guilabel:`Name` for the new activity type." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:53 msgid "Activity settings" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56 msgid "Action" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:-1 msgid "The Activity settings on a new activity type with emphasis on the Action field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:73 msgid "The actions available to select on an activity type vary, depending on the applications currently installed in the database." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77 msgid "Default user" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:-1 msgid "The Next Activity section on a new activity type form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:111 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:139 msgid "In the :guilabel:`Schedule` field, choose a default deadline for these activities. To do so, configure a desired number of :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur :guilabel:`after completion date` or :guilabel:`after previous activity deadline`." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130 msgid "Trigger next activity" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:149 msgid "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger Next Activity`, marking the activity as *Done* immediately launches the next activity listed in the :guilabel:`Trigger` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154 msgid "Activity tracking" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:156 msgid "To keep the pipeline up to date with the most accurate view of the status of activities, as soon as a lead is interacted with, the associated activity should be marked as *Done*. This ensures the next activity can be scheduled as needed. It also prevents the pipeline from becoming cluttered with past due activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:161 msgid "The pipeline is most effective when it is kept up-to-date and accurate to the interactions it is tracking." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:167 msgid "Activity plans" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169 msgid "*Activity plans* are preconfigured sequences of activities. When an activity plan is launched, every activity in the sequence is scheduled automatically." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:172 msgid "To create a new plan, navigate to :menuselection:`CRM app --> Configuration --> Activity Plan`. Click :guilabel:`New` at the top-left of the page to open a blank :guilabel:`Lead Plans` form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:175 msgid "Enter a name for the new plan in the :guilabel:`Plan Name` field. On the :guilabel:`Activities to Create` tab, click :guilabel:`Add a line` to add a new activity." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178 msgid "Select an :guilabel:`Activity Type` from the drop-down menu. Click :guilabel:`Search More` to see a complete list of available activity types, or to create a :ref:`new one `." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:182 msgid "Next, in the :guilabel:`Summary` field, enter any details to describe the specifics of the activity, including instructions for the salesperson or information due upon the completion of the activity. The contents of this field are included with the scheduled activity, and can be edited later." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:186 msgid "In the :guilabel:`Assignment` field, select one of the following options:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188 msgid ":guilabel:`Ask at launch`: activities are assigned to a user when the plan is scheduled." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:189 msgid ":guilabel:`Default user`: activities are always assigned to a specific user." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:191 msgid "If :guilabel:`Default user` is selected in the :guilabel:`Assignment` field, choose a user in the :guilabel:`Assigned to` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195 msgid "Activity plans can feature activities that are assigned to default users and users assigned at the plan launch." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "A Lead Plan form with scheduled activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:202 msgid "Next, configure the timeline for the activity. Activities can be scheduled to occur either before the plan date or after. Use the :guilabel:`Interval` and :guilabel:`Units` fields to set the deadline for this activity. Lastly, in the :guilabel:`Trigger` field, select whether the activity should occur before or after the plan date." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208 msgid "An activity plan is created to handle high priority leads. Specifically, these leads should be contacted quickly, with a meeting scheduled within two days of the initial contact. The plan is configured with the following activities:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:212 msgid "Email two days **before** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213 msgid "Meeting zero days **before** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:214 msgid "Make quote three days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:215 msgid "Upload document three days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216 msgid "Follow-up five days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218 msgid "This sets the *plan date* as the meeting deadline, which is the objective of the plan. Before that date, there is lead time to contact the customer and prepare for the meeting. After that date, the salesperson has time to create a quote, upload the document, and follow-up." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:222 msgid "Repeat these steps for each activity included in the plan." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225 msgid "Launch an activity plan" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:227 msgid "To launch an activity plan on a *CRM* opportunity, navigate to :menuselection:`CRM app` and click on the Kanban card of an opportunity to open it." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:230 msgid "At the top-right of the chatter, click :guilabel:`Activities` to open the :guilabel:`Schedule Activity` pop-up window." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:233 msgid "In the :guilabel:`Plan` field, select the desired activity plan to launch. This generates a :guilabel:`Plan summary`, listing out the activities included in the plan. Select a :guilabel:`Plan Date` using the calendar popover. This updates the :guilabel:`Plan summary` with deadlines based on the intervals configured on the :ref:`activity plan `." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:238 msgid "Select a user in the :guilabel:`Assigned To` field. This user is assigned to any of the activities on the plan were configured with :guilabel:`Ask at launch` in the :guilabel:`Assignment` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:-1 msgid "The schedule activity pop-up window with an Activity plan selected." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:245 msgid "Click :guilabel:`Schedule`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:247 msgid "The details of the plan are added to the chatter, in addition to each of the activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:-1 msgid "The chatter thread of a CRM opportunity with a launched activity plan." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:254 msgid ":doc:`Activities `" msgstr "" #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:3 msgid "Expected revenue report" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:5 msgid "*Expected revenue* is the total cash value of leads that are expected to close by a certain date, usually the end of the current month." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:8 msgid "An *expected revenue report* compiles all active leads in a sales pipeline that have a set expected closing date, and compares how sales teams are performing in a given time frame." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:-1 msgid "Close up of the expected closing date on a lead in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:15 msgid "By pulling a monthly expected revenue report, sales managers can see which team members are reaching their goals, and who may need additional assistance to close valuable deals." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:19 msgid "Create an expected revenue report" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:21 msgid "To create an expected revenue report, first navigate to :menuselection:`CRM app --> Reporting --> Pipeline`. This opens the :guilabel:`Pipeline Analysis` dashboard." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:25 msgid "The *Pipeline Analysis* dashboard includes several filters in the search bar by default. Remove these before adding any additional custom filters." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:28 msgid "On the top-left of the report, click :guilabel:`Measures`, then select :guilabel:`Expected Revenue` from the drop-down menu." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:31 msgid "At the top of the page, click the :guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click :guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:39 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:53 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:68 msgid "Add custom filters" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:41 msgid "In order to generate an expected revenue report, filters need to be created for the following conditions:" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:44 msgid ":ref:`Expected closing date `: limits results to only include leads expected to close within a specific time frame." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:46 msgid ":ref:`Exclude unassigned leads `: excludes leads without an assigned salesperson." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:48 msgid ":ref:`Specific sales teams `: limits results to only include leads assigned to one or more sales teams. This filter is optional and should not be included if the report is intended for the entire company." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:55 msgid "Add filter for expected closing date" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:57 msgid "On the :guilabel:`Add Custom Filter` pop-up window, click into the first field of the new rule. Type `Expected Closing` into the :guilabel:`Search...` bar, or scroll to select it from the list. Click in the second field and select :guilabel:`is set`. This limits the results to only include leads where an estimated closing date is listed." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:62 msgid "Next, click the :guilabel:`➕ (plus)` icon to the right of the rule to duplicate it." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:65 msgid "Using the :guilabel:`➕ (plus)` icon makes it easy to add multiple rules based on the same filter." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:68 msgid "In the second field of the new rule, select :guilabel:`is between` from the drop-down menu. This creates a set time frame during which the expected closing date must occur for leads to be included in the results." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:72 msgid "Click in each date field, one at a time, and use the calendar popover window to add both a start and end date to the rule. This is usually the beginning and ending of the current month, or fiscal quarter." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:79 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:117 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:107 msgid "Exclude unassigned leads" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:81 msgid "After filtering for the expected closing date, add a :guilabel:`New Rule`. Then, click into the new rule's first field, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll through the list to select it. Click in the rule's second field and select :guilabel:`is set` from the drop-down menu. This excludes any results without an assigned salesperson." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:89 msgid "Add a filter for sales teams" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:92 msgid "This filter is optional. To view results for the entire company, do **not** add this filter, and continue to :ref:`View results `." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:95 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:103 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:125 msgid "To limit the results of the report to one or more sales teams, click :guilabel:`New Rule`. Next, click the first field for the new rule, and type `Sales Team` in the :guilabel:`Search...` bar, or scroll to search through the list to locate it." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:99 msgid "In the rule's second field, select :guilabel:`is in` from the drop-down menu. Selecting this operator limits results to the sales teams indicated in the next field." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:102 msgid "Lastly, click into the third field, and either: make a selection from the complete list revealed in the popover menu, or type the first few characters of the specific sales team's title to quickly find and select it as a parameter." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:107 msgid "Multiple teams can be added to the `Sales Team` rule, where each parameter is treated with an \"or\" (e.g. \"any\") operator in the search logic." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:-1 msgid "Add Custom Filters pop-up window with custom filters configured for expected revenue\n" "report." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 #: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 #: ../../content/applications/sales/members/members_analysis.rst:39 msgid "View results" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:120 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:193 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:147 msgid "At the top of the :guilabel:`Add Custom Filter` form, there is an option to match :guilabel:`any` or :guilabel:`all` of the rules. In order to properly run the report, only records that match **all** of the following filters should be included. Before adding the filters, make sure :guilabel:`all` is selected in this field." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:-1 msgid "Emphasis on the match all filters option on the Add Custom Filter pop-up window." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:129 msgid "At the bottom of the :guilabel:`Add Custom Filter` form, click :guilabel:`Add`." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:132 #: ../../content/applications/sales/crm/performance/win_loss.rst:279 msgid "View options" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:134 msgid "The expected revenue report benefits from utilizing multiple views. The default graph view can be used to identify which salespeople are expected to bring in the most revenue, while the list view and pivot view provide more detail on specific deals." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:140 #: ../../content/applications/sales/subscriptions/reports.rst:92 msgid "Graph view" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:142 msgid "The *graph view* is used to visualize data, and is beneficial in identifying patterns and trends." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:145 msgid "*Bar charts* are used to show the distribution of data across several categories or among several salespeople." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:148 msgid "*Line charts* are useful to show changing trends over a period of time." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:150 msgid "*Pie charts* are useful to show the distribution, or comparison, of data among a small number of categories or salespeople, specifically how they form the meaningful part of a whole picture." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:154 msgid "The default view for the expected revenue report is the bar chart, stacked. To change to a different graph view, click one of the icons at the top-left of the report. While both the line chart and bar chart are available in stacked view, the pie chart is not." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up view of the graph icons on the Pipeline analysis report in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:162 msgid "Graph view icons in order: bar chart, line chart, pie chart, stacked." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:164 #: ../../content/applications/sales/subscriptions/reports.rst:131 msgid "List view" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:166 msgid "The *list view* provides a list of all leads that are expected to close by the designated date. Clicking on a lead in list view opens the record for detailed analysis, but many insights can be gleaned from the basic view." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:170 msgid "To switch to the list view, click the :guilabel:`≣ (list)` icon at the top-right of the report." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the list view icon in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:177 msgid "To add additional metrics to the report, click the *additional options menu* indicated by the :guilabel:`toggle` icon at the top-right of the list." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the toggle icon in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:184 msgid "Clicking the toggle icon in *list view* opens the *additional options menu*." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:186 msgid "Select any additional metrics from the drop-down menu to add them to the list view. Some options that may be useful are :guilabel:`Expected Closing` and :guilabel:`Probability`." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:189 #: ../../content/applications/sales/subscriptions/reports.rst:143 msgid "Pivot view" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:191 msgid "The *pivot view* arranges all leads that are expected to close by the designated date into a dynamic table." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:194 msgid "To switch to the pivot view, click the :guilabel:`Pivot` icon at the top-right of the report." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the pivot view icon in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:200 msgid "When the pivot view is selected for this report, the X-axis lists the stages in the pipeline, while the Y-axis defaults to group the results by their creation date. To switch these groupings, click the flip access icon (:guilabel:`⇄`) at the top of the report." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:204 msgid "To add additional measures to the report, click the :guilabel:`Measures` button at the top-left of the report. Select any additional metrics from the drop-down menu." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:207 msgid "To add a group to a row or column to the pivot view, click the :guilabel:`➕ (plus sign)` next to :guilabel:`Total`, and then select one of the groups. To remove one, click the :guilabel:`➖ (minus sign)` and de-select the appropriate option." msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:211 msgid "Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an editable spreadsheet format within the *Dashboards* app. If the Odoo *Documents* app is installed, the report can be inserted into a blank or existing spreadsheet, and exported." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:3 msgid "Forecast report" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:9 msgid "The *Forecast* report in the *CRM* app allows users to view upcoming opportunities and build a forecast of potential sales. Opportunities are grouped by the month of their expected closing date, and can be dragged-and-dropped to adjust the deadline." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:13 msgid "To access the *Forecast* report, navigate to :menuselection:`CRM app --> Reporting --> Forecast`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:16 msgid "Navigate the forecast report" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:18 msgid "The default :guilabel:`Forecast` report includes opportunities assigned to the current user's pipeline, and are expected to close within four months. It also shows opportunities without an assigned expected closing date. The opportunities are grouped by month in a :icon:`oi-view-kanban` :guilabel:`(Kanban)` view." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:-1 msgid "A sample version of the Forecast report in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:28 msgid "Expected closing date" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:30 msgid "Opportunities are grouped by the date assigned in the *Expected Closing* field on an opportunity form. To change this date directly from the :guilabel:`Forecast` page, select the Kanban card for the desired opportunity, then click and drag the card to the desired column." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:35 msgid "The default time frame for the forecast is *month*. This can be changed by clicking the |caret| next to the :guilabel:`Search...` bar at the top of the report. Under the :guilabel:`Group By` heading in the resulting drop-down menu, click :guilabel:`Expected Closing` to expand the list of available options, and select a desired amount of time from the list." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:40 msgid "After an opportunity is added to a new month, the *Expected Closing* field on the opportunity form is updated to the *last* date of the new month." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:44 msgid "The *Expected Closing* field can also be manually updated on the opportunity card. To do that, click on the Kanban card for an opportunity on the :guilabel:`Forecast` page to open the opportunity's detail form. Click in the :guilabel:`Expected Closing` field, and use the calendar popover to select a new closing date." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:50 msgid "Prorated revenue" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:52 msgid "At the top of the column for each month on the :guilabel:`Forecast` reporting page, to the right of the progress bar, is a sum of the prorated revenue for that time frame." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:55 msgid "The prorated revenue is calculated using the formula below:" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:57 msgid "\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated Revenue}" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:61 msgid "As opportunities are moved from one column to another, the column's revenue is automatically updated to reflect the change." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:65 msgid "A forecast report for June includes two opportunities:" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:67 msgid "The first opportunity, `Global Solutions`, has an expected revenue of `$3,800`, and a probability of `90%`. This results in a prorated revenue of `$3,420`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:70 msgid "The second opportunity, `Quote for 600 Chairs`, has an expected revenue of `$22,500`, and a probability of `20%`. This results in a prorated revenue of `$4,500`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:73 msgid "The combined prorated revenue of the opportunities is `$7,920`, which is listed at the top of the column for the month." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:0 msgid "An example of the prorated revenue for one month of the forecast report." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:81 msgid "For more information on how probability is assigned to opportunities, see :doc:`../track_leads/lead_scoring`" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:87 msgid "Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to graph view. Then, click the corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:-1 msgid "A pie chart view of the Forecast report." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:96 msgid "Click the |pivot| to change to the pivot view, or the |list| to change to the list view." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:99 #: ../../content/applications/sales/members/members_analysis.rst:49 msgid "The :ref:`pivot view ` can be used to view and analyze data in a more in-depth manner. Multiple measures can be selected, and data can be viewed by month, and by opportunity stage." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:0 msgid "A sample of the forecast report in the pivot view." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:108 msgid "To save this report as a *favorite*, see :ref:`search/favorites`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> Reporting --> Pipeline`." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:20 msgid "Navigate the pipeline analysis page" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:53 msgid ":guilabel:`Pivot` view: displays the data in a customizable, categorized metrics table." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:56 msgid ":guilabel:`List` view: displays the data in a list." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:68 msgid "With the graph view selected, the following options are available:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:70 msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:71 msgid ":guilabel:`Line Chart`: switches the graph to a line chart." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:72 msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:82 msgid "With the pivot view selected, the following options are available:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:92 msgid "Search options" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:106 msgid "Filters" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:111 msgid ":guilabel:`My Pipeline`: show leads assigned to the current user." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:112 msgid ":guilabel:`Opportunities`: show leads that have been qualified as opportunities." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:113 msgid ":guilabel:`Leads`: show leads that have yet to be qualified as opportunities." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:114 msgid ":guilabel:`Active`: show active leads." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:115 msgid ":guilabel:`Inactive`: show inactive leads." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:116 msgid ":guilabel:`Won`: show leads that have been marked **Won**." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:117 msgid ":guilabel:`Lost`: show leads that have been marked **Lost**." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:124 msgid ":guilabel:`Archived`: show leads that have been archived (marked **Lost**)." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:129 msgid "Group By" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:141 msgid ":guilabel:`City`: groups the results by the city from which a lead originated." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:142 msgid ":guilabel:`Country`: groups the results by the country from which a lead originated." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:145 msgid ":guilabel:`Stage`: groups the results by the stages of the sales pipeline." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:164 msgid "Comparison" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:179 msgid "Favorites" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:205 msgid "**To add a custom filter:**" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:209 msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:268 msgid ":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:269 msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:273 msgid ":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:274 msgid ":guilabel:`Count`: measures the total amount of leads that match the search criteria." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:290 msgid "Graph View" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:311 #: ../../content/applications/sales/crm/performance/win_loss.rst:512 msgid "Pivot View" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Pivot View displays the analysis as a table." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:335 msgid "Cohort View" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Cohort View displays the analysis as individual weeks of the year." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:363 #: ../../content/applications/sales/crm/performance/win_loss.rst:537 msgid "List View" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:370 msgid "This view option is useful for reviewing many records at once." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:381 msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:384 msgid ":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* app." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:396 #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:77 msgid "Create reports" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:411 msgid "Win/Loss reports" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:432 msgid "Follow the steps below to create a win/loss report:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:434 msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu containing the filters for a basic win/loss report." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:455 msgid "In total, the rule reads: :guilabel:`Active is set`." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:458 #: ../../content/applications/sales/crm/performance/win_loss.rst:640 msgid "Click :guilabel:`Add`." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:473 msgid "Customize win/loss reports" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:485 msgid "Filters and groups" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:490 msgid "Some useful options include:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu open and the Won and Lost filters highlighted." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:517 msgid "To flesh out the table:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:519 msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:545 msgid "To add more columns to the list:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:547 msgid "Click the :guilabel:`Filters` icon in the top-right of the page." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:562 msgid "Save and share reports" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:573 msgid "Save to Favorites" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:575 msgid "To save a report for later:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:585 msgid "Checking the :guilabel:`Shared` box makes this report available to other users." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:594 msgid "Add to a Spreadsheet" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:599 msgid "To save a report as a spreadsheet:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:601 msgid "**In Graph or Pivot View**:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:613 msgid "Saved reports are viewable in the *Documents* app." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "Pivot View reports especially benefit from being inserted in spreadsheets." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:634 msgid "To add a report to :guilabel:`My dashboard`:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:636 msgid "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` icon." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:637 msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`." msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:642 msgid "To view a saved report:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "To access the saved report, open the Dashboard app and click My Dashboard." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:652 msgid ":doc:`../acquire_leads/convert`" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:653 msgid ":doc:`../acquire_leads/send_quotes`" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:654 msgid ":doc:`../pipeline/lost_opportunities`" msgstr "" #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "Not every opportunity results in a successful sale. To keep the pipeline up-to-date, *lost* opportunities need to be identified. Specifying why an opportunity was lost provides additional insight that can prove useful for future opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark an opportunity as lost" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "To mark an opportunity as lost, first open the :menuselection:`CRM app`, and select an opportunity from the pipeline, by clicking on its corresponding Kanban card. Doing so reveals that opportunity's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:16 msgid "Then, click :guilabel:`Lost`, located at the top of the opportunity's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1 msgid "Buttons from the top of an opportunity record with the lost button emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:185 msgid "This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost Reason` drop-down menu, choose an existing lost reason. If no applicable reason is available, create a new one by entering it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 msgid "Additional notes and comments can be added below the lost reason in the designated :guilabel:`Closing Note` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 msgid "Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` field, on the :guilabel:`Mark Lost` pop-up window are required. However, it is recommended to include this information for the sake of traceability, accountability, and reporting purposes." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1 msgid "Lost reasons popup with sample reasons." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is added to the upper-right corner of the opportunity." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1 msgid "A lost opportunity with the lost banner added." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:49 msgid "To mark an *inactive* (archived) opportunity as lost, set the :guilabel:`Probability` field to `0` percent." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:55 msgid "Create/edit lost reasons" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:60 msgid "To edit an existing lost reason:" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:62 msgid "Click on the reason to be edited to highlight it." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:63 msgid "Change the selected lost reason by editing the :guilabel:`Description` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 msgid "When finished, click :guilabel:`Save` in the upper-left corner." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 msgid "To create a new lost reason:" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 msgid "Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost Reasons` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:69 msgid "In the new blank line, click in the :guilabel:`Description` field, then type the new lost reason." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:70 msgid "When finished, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:73 msgid "View lost opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:75 msgid "To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM app`. On the main :guilabel:`Pipeline` dashboard, click into the :guilabel:`Search...` bar at the top of the page, and remove all of the default filters." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1 msgid "Search bar with lost filter emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 msgid "Open the :guilabel:`Filters` drop-down menu, by clicking the :guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down menu containing :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` options, designated into respective columns." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:88 msgid "Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. Upon selecting :guilabel:`Lost`, only the opportunities marked as `Lost` appear on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:92 msgid "Sort opportunities by lost reason" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:94 msgid "To filter opportunities by a specific lost reason, click the :guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar again to open the drop-down menu. In addition to the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click :guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:99 msgid "On the :guilabel:`Add Custom Filter` pop-up window, click in the first field, and type `Lost Reason` in the :guilabel:`Search...` bar, or scroll to search through the list to locate it. Then, click into the next field, and select :guilabel:`=` from the drop-down menu. Click into the third field, and select a lost reason from the drop-down menu. Finally, click :guilabel:`Add`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1 msgid "Search bar with custom filter added for lost reason." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:109 msgid "To view results for more than one lost reason, select the operator :guilabel:`is in` in the second field of the custom filter in the :guilabel:`Add Custom Filter` pop-up window. Choosing this operator makes it possible to choose multiple lost reasons in the third field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:0 msgid "Add Custom Filter pop-up with multiple lost reasons selected." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:118 msgid "Restore lost opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:120 msgid "To restore a lost opportunity, open the :menuselection:`CRM app` to reveal the :guilabel:`Pipeline` dashboard. Or, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. From here, click the :guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:126 msgid "Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost opportunities on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:130 msgid "To see all opportunities in the database, remove the default :guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:133 msgid "Then, click on the Kanban card of the desired lost opportunity to restore, which opens that opportunity's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:136 msgid "From the lost opportunity's detail form, click :guilabel:`Restore` in the upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the opportunity form, signifying the opportunity has been restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:145 msgid "Restore multiple opportunities at once" msgstr "" #: ../../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 "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:150 msgid "Next, select the list view option, represented by the :guilabel:`≣ (list)` icon in the upper-right corner. Doing so places all the opportunities from the :guilabel:`Pipeline` page in a list view. With the list view chosen, select the checkbox to the left of each opportunity to be restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:154 msgid "Once the desired opportunities have been selected, click the :guilabel:`⚙️ Actions` drop-down menu at the top of the :guilabel:`Pipeline` page. From the :guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:158 msgid "Doing so removes those selected opportunities from the :guilabel:`Pipeline` page because they no longer fit the :guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the search bar to reveal these newly-restored opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:167 msgid "Manage lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:169 msgid "If *Leads* are enabled on a database, they can be marked as *lost* in the same manner as opportunities. Leads use the same :ref:`lost reasons ` as opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:173 msgid "To enable leads, navigate to :menuselection:`CRM app --> Configuration --> Settings` and check the :guilabel:`Leads` checkbox. Then, click :guilabel:`Save`. This adds a new :guilabel:`Leads` menu to the header menu bar at the top of the page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:178 msgid "Mark a lead as lost" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:180 msgid "To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and select a lead from the list. Doing so reveals that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:183 msgid "Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:189 msgid "Additional notes and comments can be added below the lost reason designated in the :guilabel:`Closing Note` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:196 msgid "Restore lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:198 msgid "To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then click the :guilabel:`🔻 (triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down menu that contains the :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:202 msgid "Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so reveals all the lost leads on the :guilabel:`Leads` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:205 msgid "Then, click on the desired lost lead to restore, which opens that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:207 msgid "From the lost lead's detail form, click :guilabel:`Restore` in the upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the lead form, signifying the lead has been restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:211 msgid "Restore multiple leads at once" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:213 msgid "To restore multiple leads at once, navigate to :menuselection:`CRM app --> Leads`, open the :guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option. Select the checkbox to the left of each lead to be restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:217 msgid "Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` drop-down menu at the top of the :guilabel:`Leads` page. From the :guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:221 msgid "Doing so removes those selected leads from the :guilabel:`Leads` page because they no longer fit the :guilabel:`Lost` filter criteria. Delete the :guilabel:`Lost` filter from the :guilabel:`Search...` bar to reveal these newly-restored leads." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:226 msgid ":doc:`../performance/win_loss`" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:3 msgid "Manage sales teams" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:5 msgid "The *Sales Teams* feature within Odoo's *CRM* app allows for the creation and management of multiple sales teams, each with their own assignment rules, invoicing targets, and roster of salespeople." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:9 msgid "Create a sales team" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:11 msgid "To create a new sales team, go to :menuselection:`CRM app --> Configuration --> Sales Teams`, then click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:14 msgid "On the blank sales team form, enter a name in the :guilabel:`Sales Team` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:16 msgid "Next, select a :guilabel:`Team Leader` from the drop-down list." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:18 msgid "Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity for this sales team whenever a message is sent to that unique email address. Choose whether to accept emails from :guilabel:`Everyone`, :guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or :guilabel:`Authenticated Employees`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:23 msgid "Select a :guilabel:`Company` from the drop-down menu to assign this team to." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:26 msgid "The :guilabel:`Company` field is only visible in multi-company databases, and is not required." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:-1 msgid "The settings page for a new sales team." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:33 msgid "If the *Sales* app is installed on the database, an :guilabel:`Invoicing Target` field appears on the sales team form. This is the revenue target for the current month. The amount entered in this field is used to populate the invoicing progress bar on the :ref:`sales team dashboard `." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:39 msgid "Add sales team members" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:41 msgid "To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab when editing the sales team's configuration page. This opens a :guilabel:`Create Sales Team Members` pop-up window." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:45 msgid "If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on the *CRM* app's *Settings* page, clicking :guilabel:`Add` under the :guilabel:`Members` tab opens an :guilabel:`Add: Salespersons` pop-up window. Tick the checkbox to the far-left of the salesperson to be added to the team, then click :guilabel:`Select`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:0 msgid "The Add: Salespersons pop-up window on a new sales team." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:54 msgid "Select a user from the :guilabel:`Salesperson` drop-down list to add them to the team. To prevent this salesperson from being automatically assigned leads, tick the :guilabel:`Skip auto assignment` checkbox. If this feature is activated, the salesperson can still be assigned leads manually." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:-1 msgid "The Create Sales Team Members pop-up window." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:62 msgid "The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson has been assigned in the past thirty days for this team, and the maximum number of leads they should be assigned. To edit the maximum number of leads this salesperson can be assigned, enter that amount in the :guilabel:`Leads (30 days)` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:68 msgid ":doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for individual salespeople using the :guilabel:`Domain` section." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:71 msgid "Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to add additional members." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:74 msgid "Enable multi teams" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:76 msgid "To allow salespeople to be assigned to more than one sales team, the *Multi Teams* setting needs to be enabled. First, navigate to :menuselection:`CRM app --> Configuration --> Settings`. Under the :guilabel:`CRM` section, tick the checkbox labeled :guilabel:`Multi Teams`. Then, click :guilabel:`Save` at the top-left of the page." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:-1 msgid "The settings page of the CRM app with the Multi Teams setting enabled." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:88 msgid "Sales team dashboard" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:90 msgid "To view the sales team dashboard, go to :menuselection:`CRM app --> Sales --> Teams`. Any team the user is a member of appears in the dashboard." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:-1 msgid "The sales team dashboard in the CRM app." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:97 msgid "Each Kanban card gives an overview of the sales team's open opportunities, quotations, sales orders, and expected revenue, as well as a bar graph of new opportunities per week, and an invoicing progress bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:101 msgid "Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* pipeline." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:103 msgid "Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in the top-right corner of the Kanban card to open a drop-down menu. Then, to view or edit the team's settings, click :guilabel:`Configuration`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:108 msgid ":doc:`../optimize/utilize_activities`" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3 msgid "Merge similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5 msgid "Odoo automatically detects similar *leads* and *opportunities* within the *CRM* app. Identifying these duplicated records allows them to be merged without losing any information in the process. Not only does this help keep the *pipeline* organized, but it also prevents customers from being contacted by more than one salesperson." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11 msgid "When merging opportunities, no information is lost. Data from the other opportunity is logged in the chatter, and the information fields, for reference." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15 msgid "Identify similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17 msgid "Similar leads and opportunities are identified by comparing the *email address* and *phone number* of the associated contact. If a similar lead/opportunity is found, a *Similar Leads* smart button appears at the top of the lead (or opportunity) record." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:-1 msgid "An opportunity record with emphasis on the Similar Leads smart button." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26 msgid "Comparing similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28 msgid "To compare the details of similar leads/opportunities, navigate to :menuselection:`CRM app --> Pipeline` or :menuselection:`CRM app --> Leads`. Open a lead or opportunity, and click the :guilabel:`Similar Leads` smart button. Doing so opens a Kanban view that only displays similar leads/opportunities. Click on a card to view the details for the lead/opportunity, and confirm if they should be merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35 msgid "Merging similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:43 msgid "After confirming that the leads/opportunities should be merged, return to the Kanban view using the breadcrumb link, or by clicking the :guilabel:`Similar Leads` smart button. Click the :icon:`oi-view-list` :guilabel:`(list)` icon to change to list view." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:47 msgid "Check the box on the left of the page for the leads/opportunities to be merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon at the top of the page, to reveal a drop-down menu. From that drop-down menu, select the :guilabel:`Merge` option to merge the selected opportunities or leads." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:52 msgid "When :guilabel:`Merge` is selected from the :icon:`fa-cog` :guilabel:`Actions` drop-down menu, a :guilabel:`Merge` pop-up modal appears. In that pop-up modal, under the :guilabel:`Assign opportunities to` heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from the appropriate drop-down menus." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:57 msgid "Below those fields, the leads/opportunities to merge are listed, along with their related information. To merge those selected leads/opportunities, click :guilabel:`Merge`." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:-1 msgid "List of similar leads and opportunities selected for merge in the CRM app." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:65 msgid "Merging is an irreversible action. Do **not** merge leads/opportunities unless absolutely certain they should be combined." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:69 msgid "When leads/opportunities should not be merged" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:71 msgid "There may be instances where a similar lead or opportunity is identified, but should *not* be merged. These circumstances vary, based on the processes of the sales team and organization. Some potential scenarios are listed below." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:76 msgid "Lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:78 msgid "If a lead/opportunity has been marked as :doc:`lost `, it can still be merged with an active lead or opportunity. The resulting lead/opportunity is marked active, and added to the pipeline." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83 msgid "Different contact within an organization" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:85 msgid "Leads/opportunities from the same organization, but with different points of contact, may not have the same needs. In this case, it is beneficial to *not* merge these records, though assigning the same salesperson, or sales team, can prevent duplicated work and miscommunication." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90 msgid "Existing duplicates with more than one salesperson" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:92 msgid "If more than one lead/opportunity exists in the database, there may be multiple salespeople assigned to them, who are actively working on them independently. While these leads/opportunities may need to be managed separately, it is recommended that any affected salespeople be tagged in an internal note for visibility." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:98 msgid "Contact information is similar but not exact" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:100 msgid "Similar leads and opportunities are identified by comparing the email addresses and phone numbers of the associated contacts. However, if the email address is *similar*, but not *exact*, they may need to remain independent." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:105 msgid "Three different leads were added to the pipeline and assigned to different salespeople. They were identified as *Similar Leads* due to the email addresses of the contacts." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:108 msgid "Two of the leads appear to come from the same individual, `Robin`, and have identical email addresses. These leads should be merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:111 msgid "The third lead has the same email domain, but the address is different, as is the contact name. While this lead is most likely from the same organization, it is from a different contact, and should **not** be merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0 msgid "List of similar leads with emphasis on the contact information in the CRM app." msgstr "" #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:3 msgid "Lead distribution report" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:5 msgid "A *lead distribution report* can be used to see if active leads are being assigned equitably across sales members. It can also be used to view the distribution of good or :doc:`quality leads `, and see how frequently each salesperson is receiving (and keeping) leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:9 msgid "Lead distribution reports can be run each week to help keep salespeople on track, while providing them with ample good leads. These reports can also be used to see whether sales members are staying productive, if good leads are being lost too often by one salesperson, and what percentage of good leads are being retained overall." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:15 msgid "Create lead distribution reports" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:17 msgid "To create a lead distribution report, first navigate to :menuselection:`CRM app --> Reporting --> Pipeline`, which reveals the :guilabel:`Pipeline Analysis` dashboard." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:20 msgid "Remove all the default filters in the search bar at the top of the page. Doing so displays data related to *all* leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:23 msgid ":ref:`Custom filters ` can now be added by clicking the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the search bar, to reveal a drop-down menu of search and filter options." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:27 msgid "Three columns are displayed: :ref:`Filters `, :ref:`Group By `, and :ref:`Favorites `. To begin, navigate to the bottom of the :guilabel:`Filters` column, and click :guilabel:`Add Custom Filter`. This opens an :guilabel:`Add Custom Filter` pop-up window, where the essential filters can be added one at a time." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:35 msgid "Essential filters" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:37 msgid "The following filter conditions are used to create a basic lead distribution report. Together they gather all leads created within a certain timespan that have an associated contact method and have been assigned to a sales team." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:42 msgid "Lead creation date" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:44 msgid "Click the first field, under :guilabel:`Match any of the following rules:`, that has the value :guilabel:`Country` in it. In the popover that appears, type `Created on` in the search bar, or scroll to search through the list to locate and select it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:48 msgid "Then, in the second field of that row, select :guilabel:`>=` from the drop-down menu. This operator **only** includes values greater than (or equal to) the value in the third, rightmost field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:51 msgid "The third field on the :guilabel:`Add Custom Filter` pop-up window should contain the earliest date leads are selected from." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:54 msgid "For example, setting `01/01/2024 00:00:00` only includes leads created from, and including, the first day of 2024." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:-1 msgid "Add a Created On rule for the start of the year onward." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:64 msgid "Sales team" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:66 msgid "Click :guilabel:`New rule` to add another row to the form, and choose :guilabel:`Sales Team` for this rule's parameter. Then, click the second field of the new rule, and select :guilabel:`contains` from the drop-down menu. Selecting this operator filters for any records that contain the words in the third, rightmost field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:72 msgid "For certain pre-determined, limited choices like a sales team, the :guilabel:`is in` operator helps make for an easier and more accurate selection, via a drop-down menu in the third field, instead of risking a typo or incorrect value in the text box field that accompanies the :guilabel:`contains` operator." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:77 msgid "In this third field, enter the name of the desired sales team(s) that are to be included in the report. It is important for all :guilabel:`contains` argument values to be specific enough and spelled correctly as they exist in Odoo, otherwise this risks returning multiple (or zero) values." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:-1 msgid "Use Sales Team to filter the location the lead is associated with." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:86 msgid "By adding more than one rule to the form, a new option emerges at the top of the pop-up window above all the filters, to specify whether :guilabel:`any` :icon:`fa-caret-down` or :guilabel:`all` :icon:`fa-caret-down` of the conditions should match. This distinction is important to set correctly, as it impacts the driving logic of how the filters return data." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:91 msgid "Click the default :guilabel:`any` :icon:`fa-caret-down` menu item and be sure the :guilabel:`all` :icon:`fa-caret-down` option is chosen instead. This setting will **only** show records that match *all* the rules contained inside the form." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:98 msgid "Contact method" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:101 msgid "The instruction below is not necessary, however, it's highly recommended to add a set contact value to the report's search criteria. A lot of spam, duplicate, or low quality leads can easily be screened out of the report simply by adding either a set :guilabel:`Phone` or :guilabel:`Email` rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:106 msgid "Add another :guilabel:`New rule` to the form and set the first field to the first field to :guilabel:`Phone`. Then, select :guilabel:`is set` from the drop-down menu in the second field. Selecting this operator **only** filters for records that have a phone number associated with the lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:111 msgid "Alternatively (or in addition to the above rule), click :guilabel:`New rule` and set the first field to :guilabel:`Email`. Then, select :guilabel:`is set` from the drop-down menu in the second field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:114 msgid "These rules add only leads with an associated contact method to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:119 msgid "Active status" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:121 msgid "Click the :icon:`fa-sitemap` :guilabel:`(Add branch)` icon to the right of the `Phone is set` line, to add a new rule that branches from the rules above." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:124 msgid "Two horizontal sets of fields appear below a line showing :guilabel:`any` :icon:`fa-caret-down` :guilabel:`of:` option. This setting filters for records that match **any** of the rules contained inside. This uses the same logic as an OR (`|`) logical operator." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:128 msgid "Set the first field to :guilabel:`Active`. Then, select :guilabel:`is set` in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:130 msgid "Next, click the :icon:`fa-plus` :guilabel:`(Add New Rule)` button next to :guilabel:`Active is set` to create a new line of fields beneath it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:133 msgid "Set the first field to :guilabel:`Active`. Then, select :guilabel:`is not set` in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:-1 msgid "Use Active to include active status in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:139 msgid "This rule adds the activity status of the lead to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:142 msgid "Active status is an important filter to include when creating a lead distribution report because it includes **all** leads regardless of won/lost or active/inactive status in the report. This provides a comprehensive view of all the leads assigned to each sales member." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:147 msgid "Group by" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:149 msgid "Once all filters are set, click the :guilabel:`Add` button to add these filters to the search bar. To have the report grouped appropriately, click the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the search bar, and click :guilabel:`Salesperson` in the :guilabel:`Group By` section. All results are now grouped by the salesperson assigned to each lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:154 msgid "Once the rules for the filter are set, click the purple :guilabel:`Confirm` button at the bottom of the pop-up menu to save the custom filter and close the pop-up menu." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:157 msgid "The :guilabel:`Pipeline Analysis` dashboard is now displayed again with each filter rule in the search bar." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:160 msgid "Click the :icon:`fa-area-chart` :guilabel:`(Graph)` icon, to the right of the search bar, to view the report as a bar chart. Alternatively, click the :icon:`oi-view-list` :guilabel:`(List)` icon to view leads in a grouped list." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:165 msgid "To save the filter so it can easily be re-applied, click the :guilabel:`Save current search` button in the :guilabel:`Favorites` section of the search bar drop-down menu." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:168 msgid "Next, type a name for the filter in the text box below. Check the :guilabel:`Shared` checkbox to have the filter shared with any user with access to the pipeline. Finally, click the purple :guilabel:`Save` button below to save the filter." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:172 msgid "The filter will now appear with the name it was given under the :guilabel:`Favorites` section of the drop-down menu and can be re-applied by clicking on it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:176 msgid "Filter for quality leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:178 msgid "The following additional conditions are provided as an example of a *good*, but *not comprehensive*, set of rules for finding quality leads. These filters should be applied on top of the :ref:`crm/track_leads/essential-filters` in the order specified to achieve a heavily-detailed filter." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:183 msgid "**Referred-by:** Filter for referrals, such as by appointment or sales member." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:184 msgid "**Source:** Filter for specific source UTMs, such as Facebook or LinkedIn." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:185 msgid "**Notes:** Filter for internal notes." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:186 msgid "**Tags:** Filter for categorical tags." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:187 msgid "**Email:** Filter for specific email domains, such as gmail.com or yahoo.com." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:188 msgid "**Salesperson:** Filter for leads associated with certain sales members." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:190 msgid "These conditions can be added, removed, or modified to best fit the desired information in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:194 msgid ":ref:`quality_leads_report/add-quality-rules`" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:195 msgid ":doc:`../../../essentials/search`" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 msgid "P(A|B) = The probability of a successful lead *in this case*" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 msgid "P(A) = The overall probability of a lead being successful regardless of the conditions" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 msgid "P(B|A) = The probability of this being the case given a lead is successful" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 msgid "P(B) = The probability of this being the case" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 msgid "The term *in this case* refers to the variables that can affect a lead being successful in Odoo. This can include variables such as the assigned Salesperson, the source of the lead, the language of the lead, and other historical and demographic data." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 msgid "Which variables are considered in this calculation can be :ref:`configured ` to tailor the calculation to each business's needs." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "The probability of success of each opportunity is displayed on the opportunity form, and it updates automatically as the opportunity progresses through the CRM pipeline." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:-1 msgid "The probability of success displayed on the opportunity form." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid ":guilabel:`State`: the geographical state from which the opportunity originates" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:-1 msgid "The gear icon used to reactivate automatic probability on an opportunity form." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:3 msgid "Marketing attribution reports" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:5 msgid "Use the Odoo *CRM* app to compile a *marketing attribution report*, which analyzes the source of leads, and groups them in such a way as to calculate marketing's overall impact on lead generation, attribution, won rate, and more." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:10 msgid "Leads Analysis dashboard" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:12 msgid "Begin by navigating to the :guilabel:`Leads Analysis` dashboard by going to :menuselection:`CRM app --> Reporting --> Leads`." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:16 msgid "Reports can also be run on the :menuselection:`CRM app --> Leads` dashboard, which is **only** accessible if the *Leads* feature has been activated on the *Settings* page." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:19 msgid "If the *Leads* feature has **not** been activated, the :menuselection:`CRM app --> Sales --> My Pipeline` dashboard can also be used to run reports." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:22 msgid "Both dashboards contain the necessary *Filters* and *Group By* criteria to run an attribution report." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:26 msgid ":doc:`Convert leads into opportunities <../acquire_leads/convert>`" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:27 msgid ":doc:`Create leads <../acquire_leads/email_manual>`" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:-1 msgid "Open the CRM app and click on the Reporting tab at the top of the page, then click Leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:33 msgid "The :icon:`fa-area-chart` :guilabel:`(graph)` view is shown, by default, with :guilabel:`Active or Inactive` and :guilabel:`Created on: [current year]` filters active in the :guilabel:`Search...` bar. The graph visualization displays the number of leads generated, by month and by sales team, with each sales team attributed to its own color per month shown." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:38 msgid "Switch the view to the :icon:`oi-view-list` :guilabel:`(list)` option, by clicking the respective icon located at the top-right of the dashboard. This allows leads to easily be displayed in the grouping set by the *Group By* parameters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:-1 msgid "Click the button with four horizontal lines on the top right of the Leads Analysis page." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:47 msgid "Add UTM parameters" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:49 msgid "*Urchin Tracking Modules (UTMs)* are snippets of text embedded in URLs that are used to track visitor data. This includes parameters relating to how a visitor reached the link, such as the type of website visited, and/or marketing campaign the visit came from." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:53 msgid "Odoo can use these UTMs as parameters in the marketing attribution report to track the metrics and performance of marketing campaigns." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:57 msgid "Create UTMs" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:59 msgid "The :doc:`link tracker <../../../websites/website/reporting/link_tracker>` in Odoo can be used to create and configure UTMs." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:62 msgid "UTMs can also be automatically generated by the :doc:`Email Marketing <../../../marketing/email_marketing>` and :doc:`Marketing Automation <../../../marketing/marketing_automation>` apps." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:66 msgid "The UTM parameters used in a marketing attribution report are *Medium*, *Source*, and *Campaign*, in descending order of coverage." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:69 msgid "*Medium* is the UTM with the widest coverage, and is used to identify the medium used to access the link. This can include mediums such as social media, email, or cost per click (CPC)." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:71 msgid "*Source* is more narrow, and is used to identify the source of traffic. For example, the name of a website, search engine used, or a specific social media platform." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:73 msgid "*Campaign* is the most narrow, and can track specific marketing campaigns by name. This can include a contest or product name, type of sale, etc." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:79 msgid "To start creating a report, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` to the right of the :guilabel:`Search...` bar to see the list of filtering and grouping parameters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:82 msgid ":guilabel:`Filters`, located in the left column of the search options, can be used to keep only the results that fit the filter. For example, selecting the :guilabel:`Won` filter only shows leads that have been won in the attribution report." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:86 msgid ":guilabel:`Group By`, found in the middle column, is used to organize the results into groups, and can be used with or without filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:-1 msgid "Select any number of filters and groups in the search options." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:94 msgid "Setting multiple :guilabel:`Group By` options creates nested groups, according to which option is selected first. For example, selecting :guilabel:`Medium`, followed by :guilabel:`Source`, and then :guilabel:`Campaign`, in :guilabel:`Group By` column, sorts all results *first* by medium, *then* by the specific sources in each medium, followed by the campaigns in each source." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:99 msgid "This can be verified by looking at the direction, and order, of the selections in the group tile that appears in the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:0 msgid "The text in the tile is `Country > City`, showing that city is a subgroup of country." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:107 msgid "For a useful first report:" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:109 msgid "#. From the :guilabel:`Filters` column, select the :guilabel:`Active` filter to view only leads that are still marked as active. #. From the :guilabel:`Group By` column, select (in this specific order) :guilabel:`Source`, followed by the :guilabel:`City` or :guilabel:`Country`, depending on which grouping is more relevant." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:-1 msgid "Each lead is now sorted by source, followed by city or country." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:119 msgid "This report contains all active leads, grouped first by the source of the lead, then by the city or country each lead is from. This is useful to see the density of active opportunities sorted by location." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:123 msgid "With this data, marketing campaigns, such as conferences or billboards, can be targeted to the locations generating the largest amount of potential revenue. Similarly, more attention can be put toward increasing outreach in locations where existing marketing campaigns are less effective." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:129 msgid "Export reports" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:131 msgid "To set the measures of the report, begin by navigating to the :icon:`oi-view-pivot` :guilabel:`(pivot view)` on the :guilabel:`Leads Analysis` dashboard." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:134 msgid "Click the :guilabel:`Measures` button to view the available measures of the report. Select the desired measures from the drop-down menu (multiple measures can be selected), and verify the measures, filters, and groups are all displayed correctly in the pivot table. This ensures the data is ready for export." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:139 msgid "To quickly export the data in a list, as a .xlsx file, navigate to the :icon:`oi-view-list` :guilabel:`(list view)`. Click on the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon, located to the right of :guilabel:`Lead Analysis` in the top-left of the page, and click :icon:`fa-upload` :guilabel:`Export All`. The report downloads automatically as a .xlsx file." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:144 msgid "For more export options, the report can be exported to the Odoo *Documents* app. From the :icon:`oi-view-list` :guilabel:`(list view)` of :guilabel:`Leads Analysis` page, begin by clicking the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon again. Now, navigate to :icon:`fa-table` :guilabel:`Spreadsheet`, and click :icon:`oi-view-list` :guilabel:`Insert list in spreadsheet`. A pop-up window titled, :guilabel:`Select a spreadsheet to insert your list.` appears." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:150 msgid "The report can be renamed using the `Name of the list` field, if desired. The number of items on the report can be set with the field labeled: `Insert the first _ records of the list`. Next, select either a new :guilabel:`Blank spreadsheet`, or export into an existing spreadsheet. Finally, click the :guilabel:`Confirm` button." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:-1 msgid "Set the name, number of records, and location of the export in the option menu." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:159 msgid "To export the report as a .xlsx file, for use in an external spreadsheets program, click the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon, and select the :icon:`fa-upload` :guilabel:`Export All` option. If prompted, choose a file location, name the file, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:3 msgid "Quality leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:5 msgid "A *quality lead* is a lead that is likely to result in a sale. It should match the characteristics most commonly believed to help salespeople close a deal, in addition to more precise criteria that is specific to each organization." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:10 msgid "The specific criteria that defines a *quality lead* is different for every organization. For more information, see :ref:`Define a quality lead `." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:13 msgid "A quality leads *report* compares how many quality leads each salesperson has received over a specific amount of time, such as within the past 30 days. Sales managers can use such a report to make more informed decisions when assigning new leads to their team" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:18 msgid "A sales manager pulls a quality leads report using their company's criteria:" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:20 msgid "Leads must include a phone number and an email address." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:21 msgid "The email address must be from a professional domain." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:22 msgid "The source for the lead must be from a live chat conversation or an appointment with a salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:25 msgid "After running the report, the manager can see that, although everyone's ability to close a deal has varied, some members of the sales team have received a higher number of quality leads than others." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "An example of a quality leads report in the Odoo CRM application." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:33 msgid "Using this information, the sales manager may decide to assign more quality leads to the sales people currently on the lower end, to balance out the distribution of quality leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:39 msgid "Create a quality leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:41 msgid "To create a quality leads report, first navigate to :menuselection:`CRM app --> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` dashboard. Click into the :guilabel:`Search...` bar at the top of the page and remove any active filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:45 msgid "Click the :guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down mega menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns. Click :guilabel:`Add Custom Filter`. This opens a :guilabel:`Add Custom Filter` pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:50 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:65 msgid "The :guilabel:`Add Custom Filter` pop-up window allows for the creation of more specific filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:55 msgid "In order to generate a quality leads report, filters need to be created for the following conditions:" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:58 msgid ":ref:`Starting date `: limits results to those created within a specific time frame." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:60 msgid ":ref:`Specific sales teams `: limits results to only include leads for one or more sales teams. This filter is optional and should not be included if the is intended for the entire company." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:63 msgid ":ref:`Exclude unassigned leads `: excludes leads without an assigned salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:65 msgid ":ref:`Include archived leads `: ensures that both active and inactive leads are included in the results." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:67 msgid ":ref:`Add rules for quality leads `: includes or excludes results based on criteria that is specific to a company or sales team." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140 msgid "An example of the Custom Filter pop-up window with all of the rules configured." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74 msgid "An example of the *Custom Filter* pop-up window with all of the default rules configured." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:79 msgid "Add a starting date filter" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:81 msgid "Begin by first defining the rule's parameter with a date range, by clicking into the first field, on the left of the row, and typing `Created On` in the :guilabel:`Search...` bar, or by scrolling through the menu's list to locate it." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:85 msgid "In the rule's operator drop-down menu, define the parameter further by selecting either:" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:87 msgid ":guilabel:`>= (greater than or equal to)` to specify a start date and include all entries *after* that start date (as well as the initial value itself); or" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:89 msgid ":guilabel:`is between` to more sharply define a time frame with a clear start and end date. All matching entries that fit within the defined start and end dates are included in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:92 msgid "With either option, use the pop-up calendar's day and time pickers, in the far right field, to define the respective date range. Setting these values concludes the creation of the first rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:98 msgid "Add a sales team filter" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:101 msgid "This filter is optional. To view results for the entire company, do **not** add this filter." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:107 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:129 msgid "In the rule's second field, select :guilabel:`is in` from the drop-down menu. Selecting this operator limits results to the sales teams selected in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:110 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:132 msgid "Lastly, in the third field, select the desired sales team from the drop-down menu. Multiple teams can be added in this field, where each parameter is treated with an \"or\" (e.g. \"any\") operator in the search logic." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:119 msgid "Next, add a :guilabel:`New Rule`. Then, click into the first field for the new rule, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll to search through the list to locate it." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:122 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:113 msgid "In the rule's second field, select :guilabel:`is set` from the drop-down menu. Selecting this operator excludes any leads not assigned to a specific salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:128 msgid "Include archived leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:131 msgid "This filter is also optional, as it adds archived (inactive) leads to the report, however it is recommended to include this since it pulls *all* assigned leads, regardless of status, into the report. This ensures a more accurate representation of assigned leads is captured. However, to pull a report that only includes active leads, do **not** activate this feature." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:136 msgid "Next, in the upper-right corner of the :guilabel:`Add Custom filter` pop-up window, move the :guilabel:`Include archived` toggle to active." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:-1 msgid "The Add Custom Filter pop-up with emphasis on the Include Archived toggle." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:143 msgid "Enabling this feature adds archived (inactive) leads to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:148 msgid "Add rules for quality leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:150 msgid "The filters added in this step vary, based on how an organization defines a *quality lead*." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:155 msgid "Define a quality lead" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:157 msgid "As defined earlier, a *quality lead* is a lead that is likely to result in a won opportunity. Although the exact criteria for a quality lead varies from organization to organization, it is often a combination of factors commonly attributed to positive sales outcomes, in addition to factors valued by the specific organization." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:162 msgid "In addition to the basic filters and grouping options outlined in the general :ref:`Quality leads report `, consider the following filters when defining a quality lead:" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:166 msgid ":guilabel:`Email` or :guilabel:`Phone`: the information in these fields can help determine whether or not a lead is a professional contact." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:168 msgid ":guilabel:`Source`: this field links to the marketing and lead generation efforts from other Odoo applications, including *Live Chat*, *Social Marketing*, and *Email Marketing*." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:170 msgid ":guilabel:`Stage`: this filter can be used to eliminate or target leads that have reached specific stages." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:172 msgid ":guilabel:`Medium`: a lead's source can indicate its quality level, as various channels have different won rates and expected revenues." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:174 msgid ":guilabel:`Campaign`: adding this filter helps track of the success of different marketing efforts to capture high quality leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:176 msgid ":guilabel:`Lost Reason`: exclude leads that may appear to be quality based on various criteria, but have been marked as *lost* for specified reasons." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:178 msgid ":guilabel:`Tags`: include or exclude results based on one or more customized tags." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:181 msgid "When adding rules to a custom filter, keep the statements preceding each rule in mind. The statement above a rule determines whether the search results must match **all** of the rules below the statement, or **any** of the rules below the statement." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "Close up of the match rule options on a add custom filter pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:190 msgid "View the report" msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "Close up on the match all rules option on the add a custom filter pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:202 msgid "After the filters are configured, click :guilabel:`Add`. The default display for the report is a bar graph, where the leads are grouped by *stage*." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:205 msgid "To group the results by salesperson, click the :guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down mega menu. Under the :guilabel:`Group By` heading, select :guilabel:`Salesperson`. In the same column, under the :guilabel:`Group By` heading, click :guilabel:`Add a Custom Group`, then select :guilabel:`Active` on the resulting drop-down menu to layer in lead *status*, under the parent :guilabel:`Salesperson` grouping." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:211 msgid "The report now displays the total count of *quality leads* each salesperson has received in the designated time period. Because there are layered :guilabel:`Group By` filters, the grouped leads are also color-coded to identify whether they are *active* or *marked as lost*." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:216 msgid "To save this search for later, click the :guilabel:`🔻(triangle pointed down)` icon next to the :guilabel:`Search...` bar to open the drop-down menu. Under the :guilabel:`Favorites` heading, click :guilabel:`Save current search`." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:220 msgid "In the drop-down menu, rename the report from the default `Pipeline` label to `Quality Leads`, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:3 msgid "Resellers" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:5 msgid "Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). Leads can be manually assigned, or automatically assigned, based on the resellers' designated *level* and location." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:11 msgid "To utilize the reseller features, the *Resellers* module first needs to be installed. Navigate to the :menuselection:`Apps application`, and remove the :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search for `Resellers`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:-1 msgid "The resellers module in Odoo." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:19 msgid "Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that appears. Doing so installs the module, and returns to the main Odoo dashboard." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:22 msgid "After the module is installed, navigate to the :menuselection:`CRM app`. Under the :menuselection:`Configuration` menu is a new section, titled :guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:30 msgid "Partner levels" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:32 msgid "Partner *levels* are used to differentiate between various resellers. To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Resellers: Partner Levels`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:35 msgid "On the :guilabel:`Partner Levels` page that appears, there are three default levels:" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:37 msgid ":guilabel:`Gold`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:38 msgid ":guilabel:`Silver`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:39 msgid ":guilabel:`Bronze`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:41 msgid "New levels can be added, as needed, by clicking :guilabel:`New`, and filling out the resulting level form." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:44 msgid "Existing levels can also be edited and renamed, if desired, as well. To modify a level, select it from the list, and proceed to make any desired changes from the level form page that appears." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:47 msgid "Level weight is used to decide the probability a partner to be assigned a lead or opportunity. On the level form, assign a numerical value (greater than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no leads are assigned." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:52 msgid "*Level Weight* can be assigned on an individual contact record. The weight assigned on the individual record overwrites the default weight assigned on the level configuration form." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:58 msgid "Partner activations" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:60 msgid "Partner *activations* are used to identify the status of a partner. Activations are assigned on an individual contact record, and can be used to group or filter the *Partnership Analysis* report (:menuselection:`CRM app --> Reporting --> Partnerships`)." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:64 msgid "To view the partner levels, navigate to :menuselection:`CRM app --> Configuration --> Partner Activations`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:67 msgid "Three activation types are created by default in the *CRM* app:" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:69 msgid ":guilabel:`Fully Operational`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:70 msgid ":guilabel:`Ramp-up`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:71 msgid ":guilabel:`First Contact`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:73 msgid "New partner activations can be added, as needed, by clicking :guilabel:`New`, and entering a :guilabel:`Name` on the new line that appears. Then, select the desired status in the :guilabel:`Active` column." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:77 msgid "Existing partner activations can also be edited and renamed, if desired. To rename a status, click the :guilabel:`Name` field of a desired level, and enter a new name." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:80 msgid "To change the active status of an activation, slide the toggle in the :guilabel:`Active` column of the desired activation to the *inactive* position." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:87 msgid "The list of default partner activations in the CRM app." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:87 msgid "The list of default Partner Activations in the CRM app. The toggle for First Contact is in the inactive position, while the rest are active." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:91 msgid "Partner assignments" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:93 msgid "After :ref:`partner levels ` and :ref:`partner activations ` configured." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:96 msgid "To update an individual partner record, navigate to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for the desired partner to open the customer record." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:99 msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:101 msgid "Click the :guilabel:`Partner Level` field, and select an option from the drop-down menu to assign a level. Click the :guilabel:`Activation` field, and select a partner activation type from the drop-down list, if desired. Then, click the :guilabel:`Level Weight` field to assign a different level weight, if necessary." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:107 msgid "Publish partners" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:109 msgid "With the Odoo *Website* and *Resellers* apps installed, a new webpage (`/partners`) is created to display a list of all active partners from the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:112 msgid "Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a partner. From that partner's contact form, click the :guilabel:`Go to Website` smart button at the top of the page to open that partner's webpage." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:116 msgid "Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and use the :doc:`building blocks <../../../websites/website/web_design/building_blocks>` to add any additional design elements, or information about the partner." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:121 msgid "A company summary is a useful addition to this page." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:123 msgid "After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position, if needed." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:126 msgid "Repeat these steps for all partners." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:-1 msgid "An example of the partners webpage, displaying available partners by level and location." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:5 msgid "*Unattended leads* are leads that have scheduled activities that are either due or past due. Whenever an activity is scheduled, Odoo tracks the due date, and sends email reminders to the users the activity is assigned to." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:9 msgid "An *unattended leads report* compiles all active leads in the pipeline with due or past due activities, allowing a sales manager to identify which opportunities require immediate attention." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:12 msgid "By pulling a daily unattended leads report, sales managers can remind their teams to address outstanding activities before they become past due, helping avoid neglected leads and reinforcing proactive behaviors in their salespeople." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:18 msgid "A sales manager starts their day by pulling an unattended leads report, and upon switching to list view, they see the following:" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 msgid "List view of a sample Unattended Leads report with the activities emphasized." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:25 msgid "Their team member, Mitchell, has two leads in the *Proposition* stage with activities that are due." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:28 msgid "The yellow :guilabel:`📞 (phone)` icon indicates that the `Modern Open Space` lead has a phone call activity scheduled for today. The red :guilabel:`✉️ (envelope)` icon indicates that the `5 VP Chairs` lead has an email activity scheduled that is past due." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:32 msgid "Clicking on the `5 VP Chairs` lead, the sales manager opens the record of the lead and reviews the chatter. They see that the email was scheduled to be sent two days ago, but Mitchell never marked this activity as done." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:-1 msgid "Example of overdue activities notification in the chatter of a lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:41 msgid "In order to pull a unattended leads report, sales teams **must** be regularly utilizing activity in the *CRM* pipeline, on individual lead and opportunity cards." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:44 msgid "It is **not** possible to compile a complete report if the sales people are not using the *Activities* feature in the *chatter*" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:47 msgid "For more information, refer to :doc:`Activities <../../../essentials/activities>`" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:50 msgid "Create an unattended leads report" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:52 msgid "To create an unattended leads report, first navigate to :menuselection:`CRM app --> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` dashboard. Click into the :guilabel:`Search...` bar at the top of the page, and remove all of the default filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:57 msgid "The :guilabel:`Created on` filter can remain active, as this variable may be useful to include in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:60 msgid "Next, add custom filters by clicking the :guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click :guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` pop-up window." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:70 msgid "In order to generate an unattended leads report, filters need to be created for the following conditions:" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:73 msgid ":ref:`Past due activities `: limits the results to only include leads with an assigned activity where the due date has past. This can be altered to include activities due to occur on the date the report is generated as well." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:76 msgid ":ref:`Unassigned leads `: excludes leads without an assigned salesperson." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:78 msgid ":ref:`Specific sales teams `: limits results to only include leads assigned to one or more sales teams. This filter is optional and should not be included if the report is intended for the entire company." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:85 msgid "Add filter for past due activities" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:87 msgid "Click the first field for the new rule, and type `Activities` in the :guilabel:`Search...` bar, or scroll to search through the list to locate it. Then, next to :guilabel:`Activities`, click the :guilabel:`> (greater than sign)` to open a new drop-down menu with secondary conditions." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:91 msgid "Type `Due Date` in the :guilabel:`Search...` bar, or scroll to search through the list. Click :guilabel:`Due Date` to add it to the rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 msgid "Custom filter pop-up with emphasis on the options for activities and due date." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:98 msgid "Then, click into then next field and select :guilabel:`<=` from the drop-down menu. Selecting this operator includes all activities with a due date up to, and including, the date selected in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:102 msgid "The third field can be left as today's date, or adjusted as needed." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:109 msgid "After filtering for activities, add a :guilabel:`New Rule`. Then, click into the first field for the new rule, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll to search through the list to locate it." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:119 msgid "Add a Sales team" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:122 msgid "This filter is optional. To view results for the entire company, do **not** add this filter, and continue to :ref:`View results `" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140 msgid "An example of the **Add Custom Filter** pop-up window with all of the rules configured." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:156 msgid "After the filters are configured, click :guilabel:`Add`. The resulting report displays all leads assigned to a salesperson where an activity is past due, or is due on the current date. The default display is a bar graph, where the leads are grouped by *stage*." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:160 msgid "To group the results by salesperson, click the :guilabel:`🔻(triangle pointed down)` icon to the right of the :guilabel:`Search...` bar to open the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` columns. Under the :guilabel:`Group By` heading, select :guilabel:`Salesperson`." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:166 msgid "The option to group by :guilabel:`Sales Team` is also available under the :guilabel:`Group By` heading." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:169 msgid "To change to a *list* view, click the :guilabel:`≣ (list)` icon in the top-right corner of the screen." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:173 msgid "Clicking the :guilabel:`(toggle) icon` opens a drop-down menu of additional columns that can be added to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:176 msgid "Some options that are beneficial for this report include:" msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:178 msgid ":guilabel:`Activities`: the summary of the latest activity for this lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:179 msgid ":guilabel:`Expected Closing`: the estimated date on which the lead will be won." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:180 msgid ":guilabel:`Probability`: estimated success rate based on the stage." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:187 msgid ":doc:`Activities <../../../essentials/activities>`" msgstr "" #: ../../content/applications/sales/members.rst:5 msgid "Members" msgstr "" #: ../../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 "" #: ../../content/applications/sales/members.rst:14 msgid "To create a new membership product, navigate to :menuselection:`Members app --> Configuration --> Membership Products`, and click :guilabel:`New` to open a blank product record." msgstr "" #: ../../content/applications/sales/members.rst:17 msgid "Complete the blank form with the necessary information, including the :guilabel:`Membership Duration`." msgstr "" #: ../../content/applications/sales/members.rst:21 msgid "Membership products require a start and end date, as they are used to determine :ref:`membership status `. Membership products can be sold *before* their active start date." msgstr "" #: ../../content/applications/sales/members.rst:-1 msgid "A new membership product in the members app." msgstr "" #: ../../content/applications/sales/members.rst:29 msgid "Membership products can be added to a sales order, and invoiced as regular products or subscriptions." msgstr "" #: ../../content/applications/sales/members.rst:33 msgid "Activate a membership" msgstr "" #: ../../content/applications/sales/members.rst:35 msgid "To activate a membership from the *Contacts* application, navigate to :menuselection:`Contacts app`, and click on a contact to open that specific contact's detail form." msgstr "" #: ../../content/applications/sales/members.rst:38 msgid "From the resulting contact form, open the :guilabel:`Membership` tab, and click :guilabel:`Buy Membership`." msgstr "" #: ../../content/applications/sales/members.rst:41 msgid "On the :guilabel:`Join Membership` pop-up window that appears, select a :guilabel:`Membership` from the drop-down menu. Then, configure a :guilabel:`Member Price`." msgstr "" #: ../../content/applications/sales/members.rst:44 msgid "Click :guilabel:`Invoice Membership` when both fields are filled in. Doing so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be confirmed and completed." msgstr "" #: ../../content/applications/sales/members.rst:47 msgid "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` checkbox, in the :guilabel:`Membership` tab of a contact form." msgstr "" #: ../../content/applications/sales/members.rst:53 msgid "Membership status" msgstr "" #: ../../content/applications/sales/members.rst:55 msgid "The :guilabel:`Current Membership Status` is listed on the :guilabel:`Membership` tab of each contact record:" msgstr "" #: ../../content/applications/sales/members.rst:58 msgid ":guilabel:`Non Member`: a partner who has **not** applied for membership." msgstr "" #: ../../content/applications/sales/members.rst:59 msgid ":guilabel:`Cancelled Member`: a member who has cancelled their membership." msgstr "" #: ../../content/applications/sales/members.rst:60 msgid ":guilabel:`Old Member`: a member whose membership end date has passed." msgstr "" #: ../../content/applications/sales/members.rst:61 msgid ":guilabel:`Waiting Member`: a member who has applied for membership, but whose invoice has not yet been created." msgstr "" #: ../../content/applications/sales/members.rst:63 msgid ":guilabel:`Invoiced Member`: a member whose invoice has been created, but has not been paid." msgstr "" #: ../../content/applications/sales/members.rst:64 msgid ":guilabel:`Paid Member`: a member who has paid the membership fee." msgstr "" #: ../../content/applications/sales/members.rst:67 msgid "Publish members directory" msgstr "" #: ../../content/applications/sales/members.rst:69 msgid "To publish a list of active members on the website, the *Online Members Directory* application must first be :ref:`installed `. After installing the module, add the `/members` page to the website's menu by :doc:`editing the website menu <../websites/website/pages/menus>`." msgstr "" #: ../../content/applications/sales/members.rst:-1 msgid "The Online Members directory module in Odoo." msgstr "" #: ../../content/applications/sales/members.rst:78 msgid "Publish individual members" msgstr "" #: ../../content/applications/sales/members.rst:80 msgid "Return to :menuselection:`CRM app --> Sales --> Customers`, and click the Kanban card for a member. From the resulting customer form that appears, click the :guilabel:`Go to Website` smart button at the top of the page to open the member's webpage." msgstr "" #: ../../content/applications/sales/members.rst:84 msgid "Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of editing tools. After making any necessary changes to the page, click :guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` toggle to the active, :guilabel:`Published` position." msgstr "" #: ../../content/applications/sales/members.rst:88 msgid "Repeat these steps for all desired members." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:3 msgid "Members analysis" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:9 msgid "The *Members Analysis* report provides a detailed overview of all memberships sold and managed within the *Members* application." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:12 msgid "To access the *Memberships Analysis* report, navigate to :menuselection:`Members app --> Reporting`." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:15 msgid "Navigate the report" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:17 msgid "The default *Members Analysis* report displays a bar chart, measuring the :guilabel:`Quantity` of memberships against the amount of :guilabel:`Revenue Done`. The data is grouped by the assigned salesperson, then by the month the membership begins." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:-1 msgid "A sample of the members analysis report." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:25 msgid "Additional :ref:`Group By ` options include the following:" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:27 msgid ":guilabel:`Salesperson`: the internal user in charge of the contact. This information is managed in the *Salesperson* field on the *Sales & Purchase* tab on the contact's record." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:29 msgid ":guilabel:`Associated Partner`: the contact listed as the *Associated Member* on the *Membership* tab on the contact's record." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:31 msgid ":guilabel:`Membership Product`: the type of membership assigned to a contact. This includes both purchased memberships and free memberships." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:33 msgid ":guilabel:`Current Membership State`: the status of the membership." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:34 msgid ":guilabel:`Company`: the company the membership is purchased through. This option only appears in multi-company databases." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:36 msgid ":guilabel:`Month`: the month the membership began." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:41 msgid "Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph view. Then, click the corresponding icon at the top of the report to switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:46 msgid "Click the |pivot| to change to the pivot view." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:54 msgid ":ref:`search/custom-filters`" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:55 msgid ":ref:`search/favorites`" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:6 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:54 msgid "Point of Sale" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale.rst:85 msgid "Product notes from an :doc:`imported SO ` are displayed identically in the cart." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale.rst:150 msgid "the number of orders made and the total amount made during the session;" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale.rst:168 msgid "To abort, click :guilabel:`Discard` on the pop-up window." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/combos.rst:3 msgid "Product combos" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:5 msgid "The **Product Combos** feature allows users to define and manage combination options for a single product." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:8 msgid "In the context of a restaurant, the feature enables users to create multiple-choice menus. For example, a user can define a main dish and specify various options for sides, drinks, or desserts that customers can combine with the main dish." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:12 msgid "In retail, this feature allows you to create a product set with multiple products to choose from and combine." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:18 msgid "First, you need to create combination choices. To do so:" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:20 msgid "Go to :menuselection:`Point of Sale --> Products --> Product Combos` and click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:21 msgid "Name your combo and add the products you want customers to choose from by clicking :guilabel:`Add a line`. You can also include an extra price for each option in the :guilabel:`Extra Price` column." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:26 msgid "As a reference, the selected product's original price is displayed in the :guilabel:`Original Price` column." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:32 msgid "Second, you need to create a specific product to gather combo choices. To do this:" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:34 msgid "Go to :menuselection:`Point of Sale --> Products --> Products` and click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:35 msgid "Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the :guilabel:`General Information` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:39 msgid "The sales price of the combo product is fixed and does not vary based on the individual prices of included items or the quantity of items in the combo. The combo product price is only affected by the extra price optionally defined at the combo choice creation or if a variant of one of the items has a specified extra price." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:43 msgid "Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and select the combinations to add. You can also create a new combination at this step by clicking :guilabel:`New` on the popup window." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:50 msgid "Once you have created and added the combo choices into a product, you can sell combos in your retail store or restaurant." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:54 #: ../../content/applications/sales/point_of_sale/employee_login.rst:26 #: ../../content/applications/sales/point_of_sale/preparation.rst:50 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:122 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32 msgid "Practical application" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:56 msgid ":ref:`Open a POS session ` and select the combo product. Choose the options and click :guilabel:`Add to order`. As a reminder, the extra price appears under the related choices." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:11 msgid "Access the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:13 msgid "To access the general POS settings, go to :menuselection:`Point of Sale --> Configuration --> Settings`. Then, open the dropdown menu in the :guilabel:`Point of Sale` field and select the POS to configure." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration.rst:27 msgid ":doc:`Enable multiple employees to log in. `" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration.rst:39 msgid "Make products available" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:41 msgid "To make products available for sale," msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:43 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:88 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:102 msgid "Go to :menuselection:`Point of Sale --> Products --> Products`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:44 msgid "Select a product to open the product form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:45 msgid "Tick the :guilabel:`Point of Sale` checkbox at the top of the form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:-1 msgid "Making a product available in your POS." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:51 msgid "PoS product categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:56 msgid "POS product categories allow users to categorize products and get a more structured and clean POS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:59 msgid "To manage PoS categories, go to :menuselection:`Point of Sale --> Configuration --> PoS Product Categories`. To add a new category, click :guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:63 msgid "To associate a category with a parent category, fill in the :guilabel:`Parent Category` field. A parent category groups one or more child categories." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:0 msgid "The PoS product categories grouped by parent categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:71 msgid "Assign PoS product categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:73 msgid "Go to :menuselection:`Point of Sale --> Products --> Products` and open a product form. Then, go to the :guilabel:`Point of Sale` tab and fill in the :guilabel:`Category` field under the :guilabel:`Point of Sale` section with one or multiple PoS categories." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:-1 msgid "Point of Sale tab of a product form to add a PoS product category" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:81 msgid "Restrict categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:83 msgid "You can limit the categories displayed on your POS interface. To achieve this, go to your :ref:`POS settings ` and choose the specific categories to display in the :guilabel:`Restrict Categories` field within the :guilabel:`Product & PoS categories` section." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:-1 msgid "Setting to set up the restrict category feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3 msgid "ePOS printers" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5 msgid "ePOS printers are designed to work seamlessly with Point of Sale systems. Once connected, these devices automatically share information, allowing for direct printing of tickets from the POS system to the ePOS printer." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:12 msgid "To use an ePos printer in Point of Sale:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14 msgid ":ref:`Access the POS settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:15 msgid "Activate the :guilabel:`ePos Printer` feature." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16 msgid "Fill in the field with your ePos IP address." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:-1 msgid "setting to enable the ePos printer feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22 msgid "When the printer connects to a network, it automatically prints a ticket with its IP address." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25 msgid "Directly supported ePOS printers" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27 msgid "The following ePOS printers are directly compatible with Odoo without needing an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30 msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31 msgid "Epson TM-H6000IV-DT (Receipt printer only)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32 msgid "Epson TM-T70II-DT" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33 msgid "Epson TM-T88V-DT" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34 msgid "Epson TM-L90-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 msgid "Epson TM-T70-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT system integration" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "The following printers require an :doc:`IoT system ` to be compatible with Odoo:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:56 msgid "Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK Javascript protocol `_ are compatible with Odoo **without** needing an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:60 msgid "Thermal printers using ESC/POS are compatible **with** an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:62 msgid "Epson printers using only USB connections are compatible **with** an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64 msgid "Epson printers that connect via Bluetooth are **not compatible**." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:67 msgid ":doc:`https`" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:68 #: ../../content/applications/sales/point_of_sale/configuration/https.rst:22 msgid ":doc:`epos_ssc`" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5 msgid "Self-signed certificate for ePOS printers" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "Generate, export, and import self-signed certificates" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 msgid "open the Windows File Explorer and locate the downloaded certification file;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115 msgid "right-click on the certification file and click :guilabel:`Install Certificate`;" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "restart the computer to make sure that the changes are applied." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129 msgid "Linux" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148 msgid "select the exported certification file;" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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:0 msgid "Connection to the printer not secure button in Google Chrome" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231 msgid "Android OS" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 msgid "open the settings and search for `certificate`;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239 msgid "select the certificate file to install it on the device." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "go to the **Settings App** on the iOS device;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "locate the downloaded `.crt` file and select it;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "if a passcode is set on the device, enter the passcode;" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:5 msgid "If **Direct Devices** is enabled in a Point of Sale settings (for example, if you use an :doc:`ePos printer `), HTTP becomes the default protocol." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:18 msgid "Instructions" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:19 msgid "Printer" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:24 msgid "Barcode scanner" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:3 msgid "QR code payments" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:5 msgid "QR code payments allow users to generate a code that customers can scan with their mobile banking app to initiate a bank transfer or pay instantly." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:12 msgid "Activate and set up QR code payments" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:14 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, and" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:16 msgid "Activate or upgrade your country's fiscal localization package under the :guilabel:`Fiscal Localization` section to access all country-specific accounting features." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:18 msgid "Activate :guilabel:`QR codes` under the :guilabel:`Customer Payments` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:20 msgid "Then, as the QR code type differs depending on your country, follow the corresponding documentation page from the following table to set them up." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:27 msgid "QR code types" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:28 msgid "Module name" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:29 msgid "Technical name" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:30 msgid "Description" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:31 msgid "Pix" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:32 msgid ":doc:`Brazilian - Accounting<../../../finance/fiscal_localizations/brazil>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:33 msgid "`l10n_br`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:34 msgid "The base module to manage the accounting chart and localization for Brazil." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:35 msgid "FPS" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:36 msgid ":doc:`Hong Kong - Accounting<../../../finance/fiscal_localizations/hong_kong>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:37 msgid "`l10n_hk`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:38 msgid "The base module to manage the accounting chart and localization for Hong Kong." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:39 msgid "QRIS" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:40 msgid ":doc:`Indonesian - Accounting<../../../finance/fiscal_localizations/indonesia>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:41 msgid "`l10n_id`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:42 msgid "The base module to manage the accounting chart and localization for Indonesia." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:43 msgid "PayNow" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:44 msgid ":doc:`Singapore - Accounting<../../../finance/fiscal_localizations/singapore>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:45 msgid "`l10n_sg`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:46 msgid "The base module to manage the accounting chart and localization for Singapore." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:47 msgid "QR-bill" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:48 msgid ":doc:`Switzerland - Accounting<../../../finance/fiscal_localizations/switzerland>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:49 msgid "`l10n_ch`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:50 msgid "The base module to manage the accounting chart and localization for Switzerland." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:51 msgid "PromptPay" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:52 msgid ":doc:`Thailand - Accounting<../../../finance/fiscal_localizations/thailand>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:53 msgid "`l10n_th`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:54 msgid "The base module to manage the accounting chart and localization for Thailand." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:55 msgid "VietQR" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:56 msgid ":doc:`Vietnam - Accounting<../../../finance/fiscal_localizations/vietnam>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:57 msgid "`l10n_vn`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:58 msgid "The base module to manage the accounting chart and localization for Vietnam." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:59 msgid "EPC" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:60 msgid ":doc:`Account SEPA QR Code<../../../finance/accounting/customer_invoices/epc_qr_code>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:61 msgid "`account_qr_code_sepa`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:62 msgid "This module adds support for SEPA Credit Transfer QR-code generation." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:65 msgid "Create the payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:67 msgid "Open the Point of Sale application." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:68 msgid "Go to :menuselection:`Configuration --> Payment Methods` and create a payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:69 msgid "Set a bank-type journal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:70 msgid "Select :guilabel:`Bank App (QR Code)` under the :guilabel:`Integration` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:71 msgid "Select the :guilabel:`QR Code Format` from the dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:73 msgid "Select :guilabel:`SEPA Credit Transfer QR` if you are part of the Single Euro Payments Area (SEPA)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:75 msgid "Select :guilabel:`EMV Merchant-Presented QR-code` for other QR code types." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:-1 msgid "QR code payment method configuration" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:82 msgid "At least one bank account must be defined in the journal to allow QR code payments to be registered with bank apps." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:85 msgid "Once the payment method is created, go to the :ref:`POS' settings ` and add the payment method to your POS under the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:-1 msgid "Enable QR code payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:93 msgid "Register payments using QR codes" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:95 msgid "When processing a payment, select the payment method for QR code payments. A QR code is generated and displayed on the screen for the customer to scan and pay with their mobile banking app." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:-1 msgid "QR code payment example" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:102 msgid "Hit :guilabel:`Confirm Payment` to validate the transaction." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:105 msgid "Odoo does **not** check the bank payment. It is recommended that users verify payments for validity before confirming them on the POS register." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15 msgid "Go to the :ref:`application settings `, scroll down to the :guilabel:`Payment Terminals` section, and tick your terminal's checkbox." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`Adyen configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Ingenico configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`Mercado Pago configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Razorpay configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27 msgid ":doc:`SIX configuration `" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:36 msgid "Pay with a payment terminal" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9 msgid "Adyen payment terminals do not require an :doc:`IoT Box `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10 msgid "Adyen terminals can be used in many countries, but not worldwide. Check the `List of countries supported by Adyen `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12 msgid "Adyen works only with businesses processing more than **$10 million annually** or invoicing a minimum of **1,000 transactions per month**." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16 msgid "`List of payment methods supported by Adyen `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17 msgid "`List of Adyen terminals `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22 msgid "Start by creating your Adyen account on `Adyen's website `_. Then, board your terminal following the steps described on your terminal's screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26 msgid "`Adyen Docs - Payment terminal quickstart guides `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31 msgid "Generate an Adyen API key" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33 msgid "The **Adyen API key** is used to authenticate requests from your Adyen terminal. To generate an API key, go to your :menuselection:`Adyen account --> Developers --> API credentials`, and **create** new credentials or select **existing** ones. Click :guilabel:`Generate an API key` and save the key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the payment method creation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "`Adyen Docs - API credentials `_." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51 msgid "To find this number, go to your :menuselection:`Adyen account --> Point of Sale --> Terminals`, select the terminal to link with, and save its serial number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field at :ref:`the payment method creation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57 msgid "Set the Event URLs" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59 msgid "For Odoo to know when a payment is made, you must configure the terminal **Event URLs**. To do so," msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61 msgid "Log in to `Adyen's website `_;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62 msgid "Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and select the connected terminal;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65 msgid "Set the :guilabel:`Switch to decrypted mode to edit this setting` field as :guilabel:`Decrypted`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66 msgid "Click the **pencil icon** button and enter your server address, followed by `/pos_adyen/notification` in the :guilabel:`Event URLs` field;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68 msgid "Click :guilabel:`Save` at the bottom of the screen to save changes." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:81 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75 msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79 msgid "Finally, fill in the mandatory fields with your :ref:`Adyen API key `, :ref:`Adyen Terminal Identifier `, and :guilabel:`Adyen Merchant Account`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3 msgid "Ingenico" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9 msgid "Ingenico payment terminals require an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10 msgid "Ingenico is currently only available in Belgium, the Netherlands and Luxembourg." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11 msgid "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as they support the TLV communication protocol through TCP/IP." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 msgid "Connect an IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20 msgid "Connecting an Ingenico payment terminal to Odoo is a feature that requires an IoT system. For more information on how to connect an IoT system to your database, please refer to the :doc:`IoT documentation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25 msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27 msgid "Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on Desk/5000 and Move/5000)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29 msgid "Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings password." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30 msgid "Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31 msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32 msgid "On the next screen, enter the IP address of your IoT system." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33 msgid "Enter `9000` as port number and press :guilabel:`OK` on the next screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35 msgid "At this point, the terminal restarts and should be displayed on the IoT system's form in Odoo." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43 msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field. Then, select your terminal device in the :guilabel:`Payment Terminal Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:3 msgid "Mercado Pago" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:9 msgid "Only **Point Smart** payment terminals in **Argentina**, **Brazil**, and **Mexico** are supported. They can be purchased on `Mercado Pago's website `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:14 msgid "`Mercado Pago online payments `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:22 msgid "Create a `Mercado Pago account `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:23 msgid "Associate your Point Smart terminal with a :guilabel:`store` and a :guilabel:`cash drawer` by following `Mercado Pago's documentation `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:27 msgid "All purchased terminals are automatically displayed on your Mercado dashboard." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:29 msgid "Set your Point Smart terminal to the :guilabel:`Point of Sale` operation mode." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:32 msgid "Odoo does not support the :guilabel:`Standalone` operation mode." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:34 msgid ":ref:`Create a Point Smart application `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:35 msgid ":ref:`Generate your credentials `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:36 msgid ":ref:`Create and configure the related payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:41 msgid "Point Smart application" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:43 msgid "Create a new application from Mercado Pago's `developer panel `_ by following `Mercado Pago's applications documentation `_, making sure you select :guilabel:`In person Payments`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:51 msgid "Credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:53 msgid "Once the Point Smart application is created, three credentials are required:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:55 msgid "An access token that Odoo uses to call Mercado Pago." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:56 msgid "A webhook secret key that Odoo uses to authenticate notifications sent by Mercado Pago." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:57 msgid "The **terminal serial number** at the back of your Point Smart terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:59 msgid "Retrieve the access token and webhook secret key by following `Mercado Pago's credentials documentation `_. Then, copy and paste them into Odoo when creating the payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:64 msgid "For the webhooks configuration, add the URL of your Odoo database (e.g., `https://mycompany.odoo.com`) followed by `/pos_mercado_pago/notification` (e.g., `https://mycompany.odoo.com/pos_mercado_pago/notification`)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:0 msgid "Webhooks configuration on Mercado Pago." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:74 msgid "Payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:76 msgid "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and enable :guilabel:`Mercado Pago` under the :guilabel:`Payment Terminals` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:78 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:34 msgid ":doc:`Create the related payment method <../../payment_methods>` by going to :menuselection:`Point of Sale --> Configuration --> Payment Methods`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:80 msgid "Set the journal type as :guilabel:`Bank`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:81 msgid "Select :guilabel:`Mercado Pago` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:82 msgid "Fill in the mandatory fields with the :ref:`previously generated credentials `:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:85 msgid "Fill in the :guilabel:`Production user token` field using the access token." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:86 msgid "Fill in the :guilabel:`Production secret key` field using the webhook secret key." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:87 msgid "Fill in the :guilabel:`Terminal S/N` field using the terminal serial number. You can find it at the back of your terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:89 msgid "Click the :guilabel:`Force PDV` button to activate the Point of Sale mode." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:-1 msgid "Form to create a new payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:94 msgid "Select the payment method by going to the :ref:`POS' settings ` and adding it to the payment method under the :guilabel:`Payment Methods` field of the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:99 msgid "Any action made on the terminal should trigger a notification on the POS interface. Ensure the :ref:`webhook secret key ` is correctly configured if you are not notified." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3 msgid "Razorpay" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:5 msgid "Connecting a Razorpay payment terminal allows you to offer a fluid payment flow to your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:9 msgid ":doc:`Use Razorpay as apayment provider. <../../../../finance/payment_providers/razorpay>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:17 msgid "Locate your Razorpay credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:19 msgid "`Create a Razorpay account `_ and set it up on their website." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:22 msgid "You need the following credentials to set up the payment method in Odoo:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:24 msgid "`API key `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:25 msgid "Razorpay username" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:26 msgid "Razorpay device serial number, which can be found underneath the device or on `Razorpay's dashboard `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:32 msgid ":doc:`Activate the POS Razorpay module <../../../../general/apps_modules>` to enable the payment terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:37 msgid "Set the :guilabel:`Journal` type as :guilabel:`Bank`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:38 msgid "Select :guilabel:`Razorpay` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:39 msgid "Enter your username in the :guilabel:`Razorpay Username` field and your device's serial number in the :guilabel:`Razorpay Device Serial No` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:41 msgid "Fill in the :guilabel:`Razorpay API Key` field with the :ref:`Razorpay API key `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:43 msgid "Set the :guilabel:`Razorpay Allowed Payment Modes` according to your needs." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0 msgid "Razorpay connection form" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:49 msgid "You can enable the :guilabel:`Razorpay Test Mode` field while testing or keep it unchecked for production." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:52 msgid "Once the payment method is created, you can enable it for your POS. To do so, go to the :ref:`POS' settings ` and add the payment method under the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:56 msgid "The terminal must have at least a 10% battery level to use it." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3 msgid "SIX" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 msgid "Enable the payment terminal :ref:`in the application settings ` and :doc:`create the related payment method <../../payment_methods>`. Set the journal type as :guilabel:`Bank` and select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. Then, select your terminal device in the :guilabel:`Payment Terminal Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3 msgid "Stripe" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9 msgid "Stripe payment terminals do not require an :doc:`IoT Box `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10 msgid "Stripe terminals can be used in many countries, but not worldwide. Check the `global availability for Stripe Terminal `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12 msgid "Stripe's integration works with `Stripe Terminal smart readers `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15 msgid ":doc:`Stripe as payment provider <../../../../finance/payment_providers/stripe>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16 msgid "`List of payment methods supported by Stripe `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24 msgid "Activate **Stripe** in the settings by going to :menuselection:`Point of Sale --> Configuration --> Settings --> Payment Terminals` and enabling :guilabel:`Stripe`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27 msgid "Then, create the payment method:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50 msgid "Connect Stripe to Odoo" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:-1 msgid "stripe connection form" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Configure the payment terminal" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:3 msgid "Viva Wallet" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:5 msgid "Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows you to offer a fluid payment flow to your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:9 msgid "Viva Wallet lets you turn your phone into a mobile card reader: `Tap On Phone `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:15 msgid "Start by creating your Viva Wallet account on `Viva Wallet's website `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:18 msgid "Locate your Viva Wallet credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:20 msgid "When configuring Viva Wallet in Point of Sale, you need to use specific credentials that are available in your Viva Wallet account. These credentials include your :ref:`Merchant ID `, :ref:`API key `, :ref:`POS API credentials `, and :ref:`Terminal ID ` number." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:28 msgid "Merchant ID and API key" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:30 msgid "Locate your `Merchant ID and API key following the Viva documentation `_. Then, save the keys and paste them into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key` fields :ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:-1 msgid "merchant ID and API key fields" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:39 msgid "These credentials are used for APIs that authenticate with Basic Auth." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:44 msgid "POS API credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:46 msgid "Locate and generate your `POS API credentials following the Viva documentation `_. Then, save the keys and paste them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID` fields :ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:52 msgid "These credentials are only displayed once. Ensure you keep a copy to secure them." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:-1 msgid "Client secret and client ID fields" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:58 msgid "These credentials are used for Android and iOS POS Activation requests, as well as the Cloud Terminal API." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:64 msgid "Terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:66 msgid "Your terminal ID number is used to identify your terminal. To find it:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:68 msgid "Go to your Viva Wallet account and select the relevant account." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:69 msgid "Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the navigation menu." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:71 msgid "The terminal ID number is located under the :guilabel:`Terminal ID (TID)` column. Save it to paste it into the :guilabel:`Terminal ID` field :ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:-1 msgid "Viva terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:83 msgid ":doc:`Activate the POS Viva Wallet module <../../../../general/apps_modules>` to enable the payment terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:85 msgid ":doc:`Create the related payment method <../../payment_methods>` by going to :menuselection:`Point of Sale --> Configuration --> Payment Methods` and clicking :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:88 msgid "Set the journal type as :guilabel:`Bank`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:89 msgid "Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:90 msgid "Fill in the mandatory fields with your:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:92 msgid ":ref:`Merchant ID and API key `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:93 msgid ":ref:`Client ID and Client secret `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:94 msgid ":ref:`Terminal ID `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:96 msgid "Save the form and copy the generated webhook URL from the :guilabel:`Viva Wallet Webhook Endpoint` field. This URL is necessary :ref:`when configuring the webhook `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:106 msgid "Configure the webhook" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:108 msgid "Webhooks allow you to receive real-time notifications whenever a transaction occurs within your Viva Wallet account. Set them up for `payment transactions following the Viva documentation `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:113 msgid "`Setting up webhooks `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:118 msgid "You can select the payment method in your POS settings once the payment method is created. To do so, go to the :ref:`POS' settings ` and add the payment method under the :guilabel:`Payment methods` field of the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 msgid "Worldline payment terminals require an :doc:`IoT Box `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10 msgid "Worldline is currently only available in Belgium, the Netherlands and Luxembourg." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11 msgid "Odoo is compatible with Worldline terminals that use the CTEP protocol (e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact your payment provider to ensure your terminal's compatibility." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21 msgid "Connecting a Worldline Payment Terminal to Odoo is a feature that requires an IoT system. For more information on how to connect one to your database, please refer to the :doc:`IoT documentation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 msgid "Configure the protocol" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 msgid "Set the IP address" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Hostname" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 msgid "Technician password: `1235789`" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:3 msgid "Marketing features" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:5 msgid "Use your POS system to engage with customers directly by sending them promotional offers via email or WhatsApp." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:9 msgid "Storing contact details" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:11 msgid "This feature requires your customer's contact details, either their email address or phone number." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:13 msgid "**Email addresses**: automatically collected and saved in POS orders when sending a receipt by email." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:15 msgid "**Phone numbers**: to store phone numbers when sending receipts on WhatsApp or by SMS," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:17 msgid "Go to :menuselection:`Configuration --> Settings` and scroll to the :guilabel:`Bills & Receipts` section;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:19 msgid "Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` option(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:-1 msgid "setting to enable to store phone numbers when sending receipts" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:24 msgid "If a customer’s contact information is missing, it will be automatically saved in POS orders when the receipt is sent via email, SMS, or WhatsApp." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:28 msgid "From a POS order form, navigate to the :guilabel:`Contact Info` category under the :guilabel:`Extra Info` tab, then click the email icon or whatsapp icon to send standalone marketing messages." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:0 msgid "pos orders form's standalone marketing message option" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:36 msgid "Email marketing" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:38 msgid "To send marketing emails to your customers from POS orders," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:40 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:101 msgid "Go to :menuselection:`Point of Sale --> Orders --> Orders`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:41 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:102 msgid "Select the orders;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:42 msgid "Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:44 msgid "Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:-1 msgid "mail composer view" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:51 msgid "Save some time by saving your content as a template. Click the vertical ellipsis button and select your template under the :guilabel:`Insert Template` section." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:53 msgid "You can also save your content as template for later use. Click the vertical ellipsis button and select :guilabel:`Save as Template`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:57 msgid "Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and track its results in the :doc:`Email Marketing app <../../marketing/email_marketing>`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:59 msgid "If an email address is not related to an existing customer, a new customer is automatically created when sending marketing emails." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:63 msgid ":doc:`Use the email marketing app for more advanced marketing features <../../marketing/email_marketing>`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:67 msgid "Whatsapp marketing" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:74 msgid "You first need to enable the related server action to send WhatsApp marketing messages from your POS using the phone numbers collected from POS orders. To do so," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:77 msgid "Go to the WhatsApp application;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:78 msgid "Create a new :ref:`WhatsApp template `;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:79 msgid "Configure the fields:" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:81 msgid ":guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:82 msgid ":guilabel:`Category` field to :guilabel:`Marketing`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:83 msgid ":guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer > Phone`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:84 msgid "Click :guilabel:`Submit for Approval`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:85 msgid "Once approved, click the :guilabel:`Allow Multi` button to create a server action in the POS orders list view." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:-1 msgid "approved and configured for marketing uses whatsapp template" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:92 msgid "If you modify the template's content, you must request for approval again, as its status returns to the :guilabel:`Draft` state." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:96 msgid ":doc:`WhatsApp configuration <../../productivity/whatsapp>`" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:99 msgid "Send WhatsApp marketing messages" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:103 msgid "Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:105 msgid "Doing so opens a WhatsApp message composing form. Select the desired marketing template in the :guilabel:`Template` field and hit :guilabel:`Send Message`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:-1 msgid "whatsapp composer view" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:112 msgid "To use WhatsApp marketing in the Point of Sale, approved marketing templates must have the :guilabel:`Allow Multi` option enabled and :guilabel:`Point of Sale Orders` selected in the :guilabel:`Applies to` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:115 msgid "If the server action is displayed without a properly configured template, an error message appears. Click :guilabel:`Configure Templates` and complete the :ref:`WhatsApp setup ` steps." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:120 msgid ":doc:`../../productivity/whatsapp`" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:3 msgid "Preparation display" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "Discounts" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:-1 msgid "View of the discount button for manual discount" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:-1 msgid "View of the feature to enable for global discount" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:-1 msgid "View of the discount offered in the payment summary" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:3 msgid "Electronic shelf labels" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:5 msgid "Electronic shelf labels allow you to display product information like prices and barcodes on store shelves and to synchronize them remotely from the backend. This removes the need to print new labels when product information changes." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:-1 msgid "electronic label from Pricer" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:13 msgid "Odoo uses electronic labels from `Pricer `_." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:19 msgid "Pricer setup" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:21 msgid "`Get in touch with Pricer `_ to create and configure your Pricer account." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:23 msgid "Create your stores: one pricer store equates to one physical store." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:24 msgid "Link as many transceivers as needed to the Pricer store(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:25 msgid "Create the following variables to share product information between your Odoo database system and Pricer. These variables act like placeholders on the label template." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:28 msgid "`itemId`: this holds the unique internal identifier assigned to each product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:29 msgid "`itemName`: the actual name of the product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:30 msgid "`price`: the selling price of the product, including any applicable taxes" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:31 msgid "`presentation`: the template name used in Pricer for displaying the product information on the label" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:33 msgid "`currency`: the currency of your company (e.g., USD, EUR)" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:34 msgid "`barcode`: the barcode number associated with each product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:37 msgid "The names for these variables must be **identical** in your Pricer database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:39 msgid "Create a template named `NORMAL`. This template is used to display information on your digital tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:42 msgid "Once your account, stores, variables, and template are configured on Pricer, you can proceed with the setup of your Odoo database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:46 msgid "The account associated with your Pricer store must have access to send API requests to Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:49 msgid "Odoo setup" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:51 msgid "As a pre-requisite, :ref:`activate ` the :guilabel:`POS Pricer` module *(technical name: pos_pricer)* to have all the required features to use Pricer electronic tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:-1 msgid "Installing POS Pricer module from Apps" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:57 msgid "Once the module is activated, configure your :ref:`pricer stores ` and associate :ref:`Pricer tags ` with your products." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:63 msgid "Pricer stores" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:65 msgid "Similarly to the configuration in Pricer, you need to create one pricer store per physical location. To do so, go to :menuselection:`Point of Sale --> Configuration --> Pricer Stores`, click :guilabel:`New`, and fill in the line with the required information:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:69 msgid ":guilabel:`Store Name`: you can put any name of your liking." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:70 msgid ":guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, usually followed by `-country_code`. This value is provided by Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:72 msgid ":guilabel:`Pricer Login`: the login of your Pricer account." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:73 msgid ":guilabel:`Pricer Password`: the password of your Pricer account." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:74 msgid ":guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined on your Pricer database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:-1 msgid "Configuring a Pricer Store" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:81 msgid "The :guilabel:`Pricer Tags` column is updated automatically when a label is linked to a product." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:83 msgid "The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are updated automatically when the tags are updated." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:89 msgid "Pricer tags" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:91 msgid "For a label to display specific product information, the label needs to be associated with the product. To do so:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:94 msgid "Open the product form by going to :menuselection:`Point of Sale --> Products --> Products` and clicking :guilabel:`New` or selecting an existing product." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:98 msgid "If you are creating a new product, configure and save it before associating any Pricer tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:100 msgid "Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, and select the corresponding :guilabel:`Pricer Store`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:0 msgid "Linking Pricer tags to products" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:107 msgid "Fill in the :guilabel:`Pricer tags ids` field by copying the label's ID from the label itself or scanning its barcode." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:111 msgid "Pricer tag IDs are composed of a letter followed by 16 digits." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:114 msgid "We recommended using a barcode scanner to speed up the encoding process." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:115 msgid "When setting up Pricer with Odoo for the first time, it is recommended that you configure only one product first. Before configuring more products, ensure you can display their information on a Pricer tag." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:119 msgid "Now that you have a product associated with a Pricer tag, we can send its information to Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:124 msgid "Odoo automatically sends requests to Pricer to synchronize the tags every 12 hours if you make any modifications to:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:127 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:137 msgid "Product name, price, barcode, or customer taxes" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:128 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:138 msgid "Currency" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:129 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:139 msgid "Associated Pricer store or Pricer tags" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:131 msgid "To force the update, activate the :ref:`developer mode `. Then:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:133 msgid "Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:134 msgid "Select the desired store(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:135 msgid "Click :guilabel:`Update tags` to update all tags affected by changes to:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:141 msgid "Alternatively, click :guilabel:`Update all tags` to force the update of every tag, regardless of whether changes were made." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:-1 msgid "Update all Pricer tags" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:147 msgid "If Pricer has processed and accepted the request, the status field shows :guilabel:`Update successfully sent to Pricer`. If there is any issue, the system displays an error message." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:151 msgid "If a request sent to Pricer fails, Odoo still considers that the product has been updated. In that case, we recommend forcing the update of all tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:155 msgid "Discount labels" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:157 msgid "To display a discount label on a Pricer Tag, you need to link a :doc:`pricelist ` to the product variant associated with the tag." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:160 msgid "To do so, open the product variant form:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:162 msgid "Go to :menuselection:`Point of Sale --> Products --> Product Variants`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:163 msgid "Select the product you want to apply a discount to." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:165 msgid "Then, set the desired pricelist:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:167 msgid "Go to the :guilabel:`General Information` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:168 msgid "Select a pricelist in the :guilabel:`Pricer Sales Pricelist` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:170 msgid "Once a pricelist is set, the :guilabel:`On Sale Price` field appears, showing the :guilabel:`Sales Price` with the discount applied." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:-1 msgid "Linking a pricelist to a product variant" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:176 msgid "After updating your electronic labels, a `PROMO` tag should appear on the electronic label, displaying both the old, crossed-out price and the discounted price." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:180 msgid "Currently, pricelists that offer discounts for purchasing multiple units or derive their prices from other pricelists are not supported." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:182 msgid "Assigning a pricelist to a product variant only affects the electronic label display. Scanning the product at the point of sale does not automatically apply the discount." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:186 msgid ":doc:`discounts`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3 #: ../../content/applications/sales/subscriptions/products.rst:116 msgid "Pricelists" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42 msgid "Multiple prices per product" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:-1 msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 msgid "Advanced price rules" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79 msgid "Apply a percentage :guilabel:`Discount` or mark-up." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92 msgid "Select on which product(s) the price rule should be **applied**:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94 msgid ":guilabel:`All Products`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96 msgid "a :guilabel:`Product`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97 msgid "a :guilabel:`Product Variant`" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:-1 msgid "Setup form to configure an advanced pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107 msgid "Select pricelists" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:-1 msgid "Button to select a pricelist on the POS frontend" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120 msgid "Multiple pricelists must be selected for the **pricelist button** to be displayed." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130 msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 msgid ":ref:`How to use pricelists in an ecommerce environment `" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:-1 msgid "POS receipt" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:-1 msgid "Print receipt button from the backend" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:-1 msgid "accounting section in the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:-1 msgid "invoice smart button from an order form" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:-1 msgid "order status change" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid ":doc:`organize your floors and tables to reflect your interior `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:13 msgid ":ref:`take orders `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 msgid ":doc:`communicate with the kitchen or the bar through the POS `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid ":doc:`print bills in advance and split them `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid ":doc:`set different taxes for takeaway food `." msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:27 msgid "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:-1 msgid "restaurant and bar-specific features" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:36 msgid "Take orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:38 msgid "Click a table to access the POS interface and start taking your customer's order. The system automatically associates the orders and the table, allowing you to add more items later and generate a bill specifically for that table's orders." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:42 msgid "Once you have taken an order, click :guilabel:`Change table` to return to the floor plan view." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:45 msgid "As soon as you click a table, the number of guests is automatically set to one. If you mistakenly select a table, click :guilabel:`Release table` to free it or :ref:`transfer the customer ` to another table." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41 msgid ":doc:`floors_tables`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3 msgid "Floors and tables" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:5 msgid "The **Floor plan view** enables you to manage restaurant floors and table arrangements and monitor table status in real time, including occupancy, reservations, and kitchen orders." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "example of a floor plan view with visual keys to understand it." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:13 msgid "Table 1: An order has been placed and sent to the kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:14 msgid "Table 3: An order of four items has been placed and needs to be sent to the kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15 msgid "Tables 2, 4, and 5: These tables are available." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:16 msgid "Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and 8 people." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:17 msgid "Table 1: The table of two is full." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:18 msgid "Table 3: The table of four is taken by one person." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:19 msgid "Table 5: \"Famous Joe\" has a reservation for 8 people at 12:00." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:25 msgid "From the POS backend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:27 msgid "To create floors and tables from the backend, go to :menuselection:`Point of Sale --> Configuration --> Floor Plans`, and click :guilabel:`New` to create a floor. Name it, select the related point(s) of sales, and click :guilabel:`Add a line` to create a table. Name the table and assign a number of seats. You can also link it to an appointment resource to make the table bookable. Once done, click :guilabel:`Save & Close` or :guilabel:`Save & New` to confirm." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:-1 msgid "window to create a table in the POS backend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:38 msgid "The POS must be opened and :ref:`edited from the frontend ` to create a map of your restaurant or bar reflecting your actual floor plan." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:42 msgid "Create floors on the spot: :ref:`access your POS settings `, type your floor name in the :guilabel:`Floor` field of the :guilabel:`Floors & Tables Map` category, and press *enter*." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "setting to create floors from the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:53 msgid "From the POS frontend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:55 msgid "To create floors and tables from the frontend, :ref:`open a POS session `, click the hamburger menu icon :guilabel:`≡` in the upper right corner, then :guilabel:`Edit Plan` to enter the **edit mode**." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:59 msgid "Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-up window." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:61 msgid "Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To move it, select it and drag and drop it as desired. You can also modify the attributes of the selected table, such as the number of seats by clicking :guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To duplicate an existing table, select it and click :guilabel:`COPY`. You can also remove the table by clicking :guilabel:`DELETE`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:68 msgid "After making all the necessary modifications, click :guilabel:`CLOSE` to save." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:-1 msgid "the floor plan view in edit mode." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:74 msgid "If no table is selected, the modifications are applied to the floor." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:77 msgid "Removing a table or a floor cannot be undone." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82 msgid "Table transfer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84 msgid "To move customers from one table to another, select a table and click :guilabel:`→ Transfer` on the POS interface. This redirects you to the floor plan view, where you can choose the new table to which you want to transfer the customers." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88 msgid "When you transfer customers, all of the orders they have placed and that are linked to the original table are also transferred." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:-1 msgid "settings to enable the kitchen printers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 msgid "Setup form" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Tips" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid ":doc:`Activate barcode scanners `" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5 msgid "The **customer display** feature provides customers with real-time checkout updates on a secondary display." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:-1 msgid "customer screen" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14 msgid "Depending on your POS setup, the feature can be displayed :ref:`locally on a secondary screen `, :ref:`remotely on another device `, or :ref:`another monitor connected to an IoT Box `." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18 msgid "To activate the feature, go to the POS settings, scroll down to the :guilabel:`Connected Devices` section, and tick the :guilabel:`Customer Display` checkbox." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:-1 msgid "customer display setting checkbox" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27 msgid "Local" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29 msgid "Connect a second screen to your POS and :ref:`open a POS session `. Then, click :guilabel:`Customer Screen` to open a new window to drag and drop onto the second screen." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35 msgid "Remote" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37 msgid "Access your database from another device (any computer, tablet, or smartphone), go to the POS application, click the vertical ellipsis button (:guilabel:`⋮`) on a POS card, and then :guilabel:`Customer Display` to open the display remotely." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:42 msgid "The two devices are not required to share the same network." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:47 msgid "IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49 msgid "Connect an IoT box to your database and the second screen to the IoT box. Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, scroll down to the :guilabel:`Connected Devices` section, tick the :guilabel:`IoT Box` checkbox, and select the second monitor in the :guilabel:`Customer Display` field." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:-1 msgid "iot setting to connect a customer display" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:58 msgid "Both devices need to be connected to the same local network." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:61 msgid ":doc:`../configuration/pos_iot`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:-1 msgid "list view of sales orders and quotations" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47 msgid ":doc:`/applications/sales/sales/invoicing/down_payment`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3 msgid "Serial numbers and lots" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:-1 msgid "Enable traceability settings" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37 msgid ":doc:`../shop/sales_order`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40 msgid "Serial numbers and lots creation" msgstr "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:-1 msgid "adding new serial and lots numbers" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60 msgid ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3 msgid "Ship later" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5 msgid "The **Ship Later** feature allows you to sell products and schedule delivery at a later date. It is useful, for example, when a product is out of stock or so voluminous that it requires to be shipped, or if, for any reason, the customer needs their order to be shipped later, etc." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12 msgid ":ref:`Go to the POS settings `, scroll down to the :guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:-1 msgid "settings to enable and configure the ship later feature" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19 msgid "Once activated, you can:" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21 msgid "Choose the location from where the products are shipped by selecting a :guilabel:`Warehouse`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22 msgid "Define a :guilabel:`Specific route`, or leave this field empty to use the default route." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23 msgid "Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as possible` if the products can be delivered separately or :guilabel:`When all products are ready` to ship all the products at once." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28 msgid ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29 msgid ":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34 msgid ":ref:`Open a session ` and make a sale." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35 msgid "On the payment screen, set a customer and select :guilabel:`Ship Later`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36 msgid "On the popup window, set a shipping date and click :guilabel:`Confirm` to proceed to payment." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:-1 msgid "selecting ship later at checkout." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42 msgid "The system instantly creates a delivery order from the warehouse to the shipping address." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45 msgid "The selected customer must have referenced an address in the system for products to be shipped." msgstr "" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "" #: ../../content/applications/sales/rental.rst:5 msgid "The Odoo *Rental* application provides comprehensive solutions to configure and manage rentals." msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "" #: ../../content/applications/sales/rental.rst:17 msgid "Dashboard" msgstr "" #: ../../content/applications/sales/rental.rst:19 msgid "Upon opening the *Rental* application, the :guilabel:`Rental Orders` dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst:-1 msgid "Example of the Rental Orders dashboard available in the Odoo Rental application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:-1 #: ../../content/applications/sales/rental.rst:-1 msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:50 msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." msgstr "" #: ../../content/applications/sales/rental.rst:51 msgid ":guilabel:`Default Padding Time` represents the minimum amount of time between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 msgid ":guilabel:`Rental Transfers` means stock deliveries and receipts can be used for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 msgid ":guilabel:`Digital Documents` allows users to upload documents for customers to sign prior to" msgstr "" #: ../../content/applications/sales/rental.rst:54 msgid "confirming their rental." msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:61 msgid "Rental products" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:66 msgid "Each product kanban card displays that product's name, rental price, and product image (if applicable)." msgstr "" #: ../../content/applications/sales/rental.rst:70 msgid "Rental pricing" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:97 msgid "Next, decide whether or not to apply this custom rental price to a specific :guilabel:`Pricelist`." msgstr "" #: ../../content/applications/sales/rental.rst:99 msgid "Lastly, enter the desired :guilabel:`Price` for that specific :guilabel:`Period`." msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:105 msgid "To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, and that row is deleted." msgstr "" #: ../../content/applications/sales/rental.rst:109 msgid "Reservations" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:120 msgid "Price computing" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "" #: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "" #: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "" #: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "" #: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "" #: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "" #: ../../content/applications/sales/rental.rst:134 msgid "A customer wants to rent this product for eight days. What price will they pay?" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:-1 msgid "Sample of a filled out rental order available in the Odoo Rental application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:-1 msgid "Sample of a rental period calendar pop-up window in the Odoo Rental application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:-1 msgid "The update rental prices option that appears in the Odoo Rental application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:195 msgid "Such documents can ensure everything is returned on-time and in its original condition." msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:204 msgid "This feature also requires the :doc:`Sign <../productivity/sign>` app. If necessary, Odoo automatically installs it after activating the :guilabel:`Digital Documents` setting." msgstr "" #: ../../content/applications/sales/rental.rst:207 msgid "To request a customer signature on a rental agreement, select a confirmed rental order, and click the :guilabel:`Sign Documents` button to reveal a :guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst:-1 msgid "The Sign Documents pop-up window that appears in the Odoo Rental application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:-1 msgid "The adopt your signature pop-up window that appears in the Odoo Rental application." msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:-1 msgid "The validate and send completed document button in the Odoo Rental application." msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "" #: ../../content/applications/sales/rental.rst:250 msgid "Pickup products" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:259 msgid "Return products" msgstr "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:268 msgid "Print pickup and return receipts" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/rental.rst:-1 msgid "The pickup and return receipt print option in the Odoo Rental application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector features" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The Amazon Connector is able to:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "gift wrapping charges" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:24 msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "Synchronize (Odoo to Amazon) all available quantities of your products (FBM)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 #: ../../content/applications/sales/sales/shopee_connector.rst:24 msgid "Support multiple seller accounts." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:32 msgid "The following table lists capabilities provided by Odoo when using the Amazon Connector:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Synchronize unshipped and cancelled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "Shipping cost is computed by Amazon, and included in the synchronized order." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "Shipping cost is computed by Amazon and included in the synchronized orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "Shipping done by Amazon." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Handled by Amazon." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "**Delivery Notifications**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Canada" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Amazon.ca" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 #: ../../content/applications/sales/sales/shopee_connector.rst:62 msgid "Mexico" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 msgid "Amazon.com.mx" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "US" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "Amazon.com" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:96 msgid "**Europe region**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Germany" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Amazon.de" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Spain" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Amazon.es" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "France" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "Amazon.fr" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "UK" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "Amazon.co.uk" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Italy" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Amazon.it" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Netherlands" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Amazon.nl" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:48 msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "Orders are automatically fetched from Amazon, and synchronized in Odoo, at regular intervals." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 msgid "For *FBA* (Fulfilled by Amazon), only *Shipped* and *Cancelled* orders are fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and *Cancelled* orders. For each synchronized order, a sales order and customer are created in Odoo (if the customer is not already registered in the database)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 msgid "The stock synchronization does **not** currently support selling the same product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled By Amazon)`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:23 msgid "At times, when stock is sent for all products, it triggers a stock problem with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:27 msgid "As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, instead of taking from their own warehouse. Odoo developers are currently working on resolving this issue to avoid future discrepancies." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 msgid "When an order is cancelled in Amazon, and was already synchronized in Odoo, the corresponding sales order is automatically cancelled in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:66 msgid "Force synchronization" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:106 msgid "Follow deliveries in FBA" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:174 msgid "Follow Amazon sales in sales reporting" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 msgid "It is also possible to perform reporting on a per-marketplace basis." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:19 msgid "Connect Amazon Seller account to Odoo" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:-1 msgid "A typical Amazon Account form page in the Odoo Sales application." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:55 msgid "On the login page, log in to the desired Amazon seller account." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:65 msgid "If desired, remove items from the list of synchronized marketplaces to disable synchronization." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:-1 msgid "The Amazon Offers smart button on the account form in Odoo Sales." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/gelato.rst:3 msgid "Gelato" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:27 msgid "Invoices are automatically created as drafts, so they can be reviewed before validation." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 msgid "Showcase of the Register Payment pop-up window with create payment button." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:148 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:185 msgid "At this point, the flow is now complete." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:188 msgid "This flow is also possible with the :guilabel:`Fixed amount` down payment option." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:191 msgid "If a down payment is used with a product that has a :guilabel:`Delivered quantities` invoicing policy, and the cost of the product *exceeds* the 50% down payment (as in most cases), a regular invoice is created." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:195 msgid "However, for products that cost *less* than the 50% down payment, the down payments will **not** be able to be deducted when it comes time to invoice the customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:198 msgid "This is because the product(s) would have to be delivered *before* creating the final invoice due to Odoo not allowing negative totals for invoices." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:201 msgid "If nothing has been delivered, a :guilabel:`Credit Note` is created, which cancels the draft invoice that was created after the down payment." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:211 msgid "Example: request 100% down payment" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:213 msgid "The process of requesting a 100% down payment is similar to the process of setting up a :ref:`50% down payment `, but with fewer steps." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:217 msgid "A 100% down payment is **not** the same as a full payment of the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:219 msgid "A sales order paid through the regular invoice process will not allow any additional invoices to be generated, and **will not** display the *Create Invoice* button on the Sales Order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:222 msgid "Following this example **will** cause the *Create Invoice* button to be displayed on the Sales Order. This is because Odoo expects another invoice to be created after the down payment to complete payment of the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:226 msgid "The *Solar Panel Installation* product is being used in this example." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "To configure a 100% down payment, begin by navigating to :menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the quote." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:231 msgid "Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, and select the `Solar Panel Installation` product." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:234 msgid "Upon clicking the :guilabel:`Confirm` button, the quotation turns into a sales order. At that point, an invoice can now be created by clicking :guilabel:`Create Invoice` in the top-left corner." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:237 msgid "On the :guilabel:`Create invoices` pop-up window that appears, select :guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down Payment Amount` field. Then, if desired, select an :guilabel:`Income Account` and :guilabel:`Customer Taxes` in their respective fields." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:-1 msgid "The Down payment (percentage) option selected with 100% set as the Down Payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:254 msgid "Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. This will also bring the draft invoice into view, which includes the :guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:258 msgid "The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`. Confirming the invoice changes the status from :guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of buttons at the top of the page." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:262 msgid "The payment can be registered by clicking the :guilabel:`Register Payment` button." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:264 msgid "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-populated with the necessary information. Confirm the information provided is correct and make any necessary adjustments. When ready, click the :guilabel:`Create Payment` button." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:-1 msgid "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank expenses form." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "On the expenses form, add a :guilabel:`Description` to easily reference the expense." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid ":guilabel:`Communication`: any form of communication related to a project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:57 msgid ":guilabel:`Mileage`: any form of mileage (gas) costs related to project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs related to a project/order." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, if needed." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 msgid "By default, the :guilabel:`Customer to Reinvoice` field is enabled for the :guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` expense category." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:163 msgid "It should be noted that **not** all of the default expense categories that come installed with the *Expenses* application have reinvoicing policies activated. The setting may have to be manually activated." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:167 msgid "To do that, navigate to :menuselection:`Expenses app --> Configuration --> Expenses Categories` to view a list of all expense categories in the database." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:170 msgid "Look in the :guilabel:`Re-Invoice Expenses` column to see which selections have been made for each expense category." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "The Re-Invoice Expenses column on the Expense Categories page in the Odoo Expenses app." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:177 msgid "To modify an expense category, click the :icon:`fa-arrow-right` :guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that specific expense from." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:180 msgid "Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales price`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "The Re-Invoice Expenses field on an Expense Category form in the Odoo Expenses app." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "Different business policies might require different options for invoicing:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "Being able to have different invoicing options provides more flexibility." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "In Odoo, each milestone of a project is considered as an individual product." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:-1 msgid "The create invoices pop-up window that appears when create invoice button is clicked." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** appear." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "The pro-forma invoice is automatically added as an attachment to the email." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "Click :guilabel:`Confirm` to confirm the invoice and continue with the invoicing process." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:-1 msgid "Customer invoice draft with purchase product attached to sales order in Odoo." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35 msgid ":guilabel:`Sales Price`: enter the amount of the top-up" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:-1 msgid "eWallet program configuration page" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:-1 msgid "eWallets send and share buttons" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114 msgid ":guilabel:`Currency`: select the currency to use for the gift card program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:-1 msgid "Gift card program configuration page" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:-1 msgid "Gift cards send and share buttons" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:-1 msgid "Discount and loyalty program template cards." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35 msgid "Templates **only** appear when no programs have been created, and they disappear once the first program is created." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38 msgid "Creating or editing a program opens the program form." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 msgid ":guilabel:`Program Name`: Enter the name of the program in this field. The program name is **not** visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:48 msgid ":guilabel:`Program Type`: Select the desired :ref:`program type ` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50 msgid ":guilabel:`Currency`: Select the currency used for the program." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:51 msgid ":guilabel:`Pricelist`: If desired, select a pricelist from the drop-down menu to have this loyalty program applied to a specific pricelist (and customers attached to the pricelist). More than one pricelist can be selected in this field. When a single loyalty program is linked to several pricelists, it makes it viable for different customer segments to have different pricelists, but the *same* loyalty programs. If this field is left blank, the program applies to everyone, regardless of pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57 msgid ":guilabel:`Points Unit`: Enter the name of the points used for the :guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit name *is* visible to the customer. This field is **only** available when the :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:60 msgid ":guilabel:`Start Date`: Select the date on which the program becomes valid. Leave this field blank if the program should always be valid and not expire." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:62 msgid ":guilabel:`End Date`: Select the date on which the program stops being valid. Leave this field blank if the program should always be valid and not expire." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:64 msgid ":guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number of :guilabel:`usages` to limit the number of times the program can be used during the validity period." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:66 msgid ":guilabel:`Company`: If working in a multi-company database, choose the one company for which the program is available. If left blank, the program is available to all companies in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:68 msgid ":guilabel:`Available On`: Select the apps on which the program is available." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:69 msgid ":guilabel:`Website`: Select a website on which the program is available. Leave this field blank to make it available on all websites." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:71 msgid ":guilabel:`Point of Sale`: Select the point(s) of sale at which the program is available. Leave this field blank to make it available at all :abbr:`PoS (Point of Sale)`." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:78 msgid "All of the existing cards, codes, coupons, etc. that have been generated for the program are accessible through the smart button located at the top of the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:-1 msgid "Program items smart button on the loyalty program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86 msgid "In Odoo 17 (and later), when a loyalty card or coupon is associated with a contact in the database, a :guilabel:`Loyalty Cards` smart button conditionally appears on the contact form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:-1 msgid "The Loyalty Card smart button as it appears on a contact form in Odoo 17." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:93 msgid "This smart button **only** appears if a loyalty card or coupon is associated with the contact." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98 msgid "Program types" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100 msgid "The different :guilabel:`Program Types` available on the program form are:" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:104 msgid ":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates points to exchange for rewards on current and/or future orders." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:106 msgid ":guilabel:`Promotions`: Set conditional rules for ordering products, which, when fulfilled, grant access to rewards for the customer." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:110 msgid ":guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted 1 credit. After accumulating a specified amount of credits, the customer can trade them in to receive (Y) item." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112 msgid ":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes that grant access to rewards on the customer's next order." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:116 msgid "Conditional rules" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:133 msgid "The following options are available for configuring conditional rules:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:-1 msgid "Conditional rules configuration window for a discount or loyalty program." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162 msgid "Rewards" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:172 msgid "The following options are available for configuring rewards:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:186 msgid ":guilabel:`Discount`:" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:-1 msgid "Rewards configuration window for a discount or loyalty program." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "Foreign currencies" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45 msgid "When all configurations are complete, be sure to :guilabel:`Save` all changes." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:87 msgid "Currency detail form" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:-1 msgid "How a currency detail form looks in Odoo Accounting." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132 msgid "Create new currency" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:-1 msgid "How a blank currency detail form looks in Odoo Accounting." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:148 msgid "Then, toggle the currency's availability with the :guilabel:`Active` toggle switch." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:176 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:179 msgid "Auto-conversion from public price" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "Pricelists, discounts, and formulas" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:58 msgid "When creating a new pricelist, start by adding a name for the pricelist at the blank field at top of the form. Next, select which :guilabel:`Currency` should be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61 msgid "If working in a multi-company environment, select which company this pricelist should apply to in the :guilabel:`Company` field. If this field is left blank, the pricelist is automatically applied to all companies in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65 msgid "If working in a multinational company, select the countries where this pricelist will apply under the :guilabel:`Country Groups` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69 msgid "Price Rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 msgid "In the :guilabel:`Price Rules` tab, each line creates a new record that will implement customized pricing to the sales order where the pricelist is applied. To create a new price rule, click on :guilabel:`Add a line`, which opens a new pricelist rules form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:75 msgid "Then, select whether to apply this set of rules to a :guilabel:`Product` or :guilabel:`Category`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 msgid "From here, there are several configuration options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:79 msgid ":guilabel:`Product`: If selected in the :guilabel:`Apply To` field, use this field to choose one or more products to which this pricelist will apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid ":guilabel:`Category`: Select one or more product categories to which this pricelist will apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:82 msgid ":guilabel:`Price Type`: Select whether the specialized pricing will fall under :guilabel:`Discount`, :guilabel:`Formula`, or :guilabel:`Fixed Price`. Depending on the price type, there will be additional configurations on how to apply the pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:86 msgid ":guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can be configured by using a negative value in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:90 msgid "If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set as :guilabel:`Discount`, the discount will visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "A pricelist rule using Price Type: Discount to create a discount." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "How a pricelist rule using Price Type: Discount appears on customer preview." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:99 msgid ":guilabel:`Formula`: Calculate the pricelist rules based the following configuration:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:101 msgid ":guilabel:`Discount`: Percentage discount to be applied. Negative values can be entered to increase prices." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid "If a pricelist is applied to a sales quotation with the discount :guilabel:`Price Type` set as :guilabel:`Formula`, the discount will *not* be visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:108 msgid ":guilabel:`Round off to`: Numerical value to act as round-off multiple, to be applied after discount. The rounding method sets the price so that it is a multiple of the value in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:113 msgid "Rounding is applied *after* the discount and *before* the extra fee." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 msgid ":guilabel:`Extra Fee`: Fixed amount to be added or subtracted once :guilabel:`Discount` and :guilabel:`Round off to` have been applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:117 msgid ":guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied, all product lines in the quotation form will be updated to this price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120 msgid ":guilabel:`Min Qty`: Specify the minimum quantity of selected products for this pricelist to apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122 msgid ":guilabel:`Validity Period`: Specify the start and end date during which this pricelist can be applied to quotations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126 msgid "To formulate a 100% markup (or two times the price of the product), with a $5 minimum margin, set the :guilabel:`Based price` field to :guilabel:`Sales Price` and the :guilabel:`Discount` to `-100`. This is often seen in retail situations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo Sales." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:146 msgid "Recurring Prices tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 msgid "Recurring prices are specifically used with :doc:`subscription products <../../../subscriptions/products>`. When configuring price rules in this tab, keep in mind that they will only apply to subscription products, or products with recurring prices enabled." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:152 msgid "In the :guilabel:`Recurring Prices` tab, pricelists are configured with the same options as in the :guilabel:`Price Rules` tab, with additional columns for :guilabel:`Product Variants` add :guilabel:`Recurring Plan`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:156 msgid ":guilabel:`Product Variants` are configured under products that have one or more values, such as color, size, etc. Once a product has been selected under the :guilabel:`Products Tab`, if applicable, select the desired product variants to be included in the price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 msgid "Then, select the blank field in the :guilabel:`Recurring Plan` column to reveal a drop-down menu of pre-designated recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "The recurring prices tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:166 msgid "New recurrence periods can also be created from this column. To do so, type in the name for the new :guilabel:`Recurring Plan`, then select :guilabel:`Create` from the resulting drop-down menu to create the time period, which can be edited later. Alternatively, select :guilabel:`Create and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From this pop-up form, the new recurrence period can be configured, with specific :guilabel:`Details`, :guilabel:`Self-Service`, and :guilabel:`Pricing` options. When the configurations are complete, click the :guilabel:`Save & Close` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "Custom time period pop-up form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:178 msgid "Lastly, add the desired price for this recurring price rule in the :guilabel:`Recurring Price` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:182 msgid ":doc:`../../../subscriptions`" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185 msgid "Rental rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:187 msgid "Price rules can be configured for :doc:`rental products <../../../rental>` under the :guilabel:`Rental rules` tab, using the same methodology as the :guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:191 msgid "To add a rental rule, click :guilabel:`Add a line`, and select a desired product in the :guilabel:`Products` column. Then, select any specific :guilabel:`Variants`, if necessary." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 msgid "Next, designate a :guilabel:`Period` of time for the rental rule (e.g. `Daily`, `Hourly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:196 msgid "Lastly, configure a :guilabel:`Price` for the rental rule in the respective column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "The rental tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 msgid "Ecommerce Tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204 msgid "Under the :guilabel:`Ecommerce` tab, price rules can be configured for products sold on an :doc:`Ecommerce website <../../../../websites/ecommerce/products>`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:207 msgid "To enable the pricelist to be visible, select the target website in the :guilabel:`Website` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:209 msgid "The :guilabel:`Selectable` can be enabled to allow the customer to choose this pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:211 msgid "Finally, promotional and loyalty codes can be added to the :guilabel:`E-commerce Promotional Code` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "The Ecommerce tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:218 msgid "Customer pricelist application" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240 msgid "When a customer is added to the database, the default pricelist is automatically applied to them. There is **no way** to have a blank *Pricelist* field on a contact form. Even if that field is left blank, the default pricelist appears when that contact form is opened again." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:244 msgid "However, when that contact is added to a quotation, and the *Pricelist* field is auto-populated (based on the information from their contact form), that predetermined pricelist can be removed from the *Pricelist* field, and the quotation can still be confirmed, and subsequently, turned into a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:254 msgid "The *Discounts* feature allows the ability to set a discount or increase the price on *individual items* in a sales order. This is calculated as a percentage of that product's sales price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:257 msgid "To access discounts, navigate to the *Sales* app setting page (:menuselection:`Sales app --> Configuration --> Settings`), and click the :guilabel:`Discounts` checkbox, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "Click the checkbox labeled Discounts to activate Discounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:265 msgid "After the setting has been activated, navigate to the desired quotation by going to :menuselection:`Sales app --> Orders --> Quotations` at the top of the page. Once there, click on the desired quote from the list." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:269 msgid "In the order lines section of the quotation form, a new column heading will appear labeled :guilabel:`Disc.%`. This column is used to set discounts on individual line items. Enter the desired discount for each product line and the new price will automatically be calculated in the quote :guilabel:`Total` at the bottom of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:275 msgid "A discount can also be added directly to a sales order in the same way. Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the desired sales order, and add the discount to :guilabel:`Disc.%` as described above." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "The Dis.% heading will now appear in Order Lines." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:284 msgid "Positive values for :guilabel:`Disc.%` will apply a *discount*, while negative values can be used to *increase* the price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 msgid "Discount button" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:290 msgid "In Odoo 17, with the :ref:`Discounts setting ` enabled, a :guilabel:`Discount` button appears at the bottom of sales orders." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:-1 msgid "The discount button located at the bottom of a sales order form in the Odoo Sales app." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:297 msgid "When the :guilabel:`Discount` button on a sales order is clicked, a :guilabel:`Discount` pop-up window appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:300 msgid "On this pop-up window, configure the :guilabel:`Discount` percentage, and select one of the following discount options: :guilabel:`On All Order Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304 msgid ":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to add the specified discount percentage (configured in the :guilabel:`Discount` field of the pop-up window) on all existing order lines of the sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:307 msgid ":guilabel:`Global Discount`: When selected, Odoo adds a discount product to the order, which has the cumulative value equivalent to the specified discount percentage (configured in the :guilabel:`Discount` field of the pop-up window). Any product added (or removed) *after* the discount is added does **not** affect the discount value on the order line." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:313 msgid "In this example, since the total of the order is $600, and there is a 30% global discount, that specific line is added to the sales order with a -180 value (which is 30% of $600)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "The sales order with the applied global discount option in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:320 msgid ":guilabel:`Fixed Amount`: When selected, the percentage designation in the :guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein a specific amount must be entered. This configured value is added as a discount line on the sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:325 msgid "It is more beneficial to add a :guilabel:`Fixed Amount` discount after **all** desired products have been added to a sales order. If there are changes made to the sales order *after* the discount is added, make sure to change the value on the :guilabel:`Discount` line, or remove the line and add the discount again." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331 msgid "Conditions" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:362 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 msgid ":doc:`/applications/websites/ecommerce/products/price_management`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "Import products" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:12 msgid "Import template" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:38 msgid "Customize product import template" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:71 msgid "Import product template spreadsheet" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:142 msgid "Relation fields" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:168 msgid "Attributes and values" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:-1 msgid "An attributes and values spreadsheet template for imports." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:189 msgid ":guilabel:`Selection`: values displayed in a selection list" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:199 msgid ":guilabel:`Never`: variants are **never** created for the attribute" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:256 msgid ":doc:`variants`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The API key created pop-up window that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "In the Odoo database, go to the :menuselection:`Settings app` and scroll to the :guilabel:`Integrations` section. From here, check the box beside :guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Google Images setting in the Odoo Settings app page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "Next, return to the :menuselection:`Settings app`, and scroll to the :guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and :guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google Images` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 msgid "Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "Product images in Odoo with Google Custom Search API" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "Adding images to products in Odoo can be done on any product or product variant. This process can be completed in any Odoo application that provides access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "Below is a step-by-step guide detailing how to utilize the *Google Custom Search API* to assign images to products in Odoo using the Odoo *Sales* application:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 msgid "Navigate to the :guilabel:`Products` page in the *Sales* app (:menuselection:`Sales app --> Products --> Products`). Or, navigate to the :guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales app --> Products --> Product Variants`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 msgid "Select the desired product that needs an image." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 msgid "Only products (or product variants) that have a barcode, but **not** an image, are processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 msgid "If a product with one or more variants is selected, each variant that matches the aforementioned criteria is processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 msgid "Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select :guilabel:`Get Pictures from Google Images` from the menu that pops up." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Get Pictures from Google Images option from the Action drop-down menu in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The pop-up that appears in which the user should click Get Picture in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 msgid "Once clicked, the image(s) will appear incrementally." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 msgid "Only the first 10 images are fetched immediately. If you selected more than 10, the rest are fetched as a background job." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 msgid "The background job processes about 100 images in a minute. If the quota authorized by Google (either with a free or a paid plan) is reached, the background job puts itself on hold for 24 hours. Then, it will continue where it stopped the day before." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "`Create, modify, or close your Google Cloud Billing account `_" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:13 msgid "An apparel company has the following variant breakdown for one their best-selling t-shirts:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:20 msgid "Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a specific product variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:23 msgid "**Color** and **Size** are *attributes*, and the corresponding options (like **Blue** and **S**) are *values*." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:26 msgid "In this instance, there is a total of twenty different product variants: four **Color** options multiplied by five **Size** options. Each variant has its own inventory count, sales totals, and other similar records in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:31 msgid ":ref:`ecommerce/products/product-variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:36 msgid "To use product variants, the *Variants* setting **must** be activated in the Odoo *Sales* application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:39 msgid "To do that, go to :menuselection:`Sales app --> Configuration --> Settings`, and locate the :guilabel:`Product Catalog` section at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "Activating product variants on the Settings page of the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:53 msgid "Before product variants can be set up, attributes **must** be created. To create, manage, and modify attributes, navigate to :menuselection:`Sales app --> Configuration --> Attributes`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "The order of attributes on the :guilabel:`Attributes` page dictates how they appear on the *Product Configurator*, *Point of Sale* dashboard, and *eCommerce* pages." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "To create a new attribute from the :guilabel:`Attributes` page, click :guilabel:`New`. Doing so reveals a blank attributes form that can be customized and configured in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "Next, select one of the options from the :guilabel:`Display Type` field. The :guilabel:`Display Type` determines how this product is shown on the online store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 msgid "The :guilabel:`Display Type` options are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 msgid ":guilabel:`Pills`: options appear as selectable buttons on the product page of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 msgid ":guilabel:`Color`: options appear as small, colored squares, which reflect any HTML color codes" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 msgid ":guilabel:`Radio`: options appear in a bullet-style list on the product page of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 msgid ":guilabel:`Select`: options appear in a drop-down menu on the product page of the online store. set, on the product page of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 msgid ":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes on the product page of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "Display Types on Product Configurator on the online store in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 msgid "The :guilabel:`Variant Creation Mode` field informs Odoo when to automatically create a new variant once an attribute is added to a product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 msgid "The :guilabel:`Variant Creation Mode` field **must** be set to :guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox (option)` to work properly as the :guilabel:`Display Type`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 msgid ":guilabel:`Instantly`: creates all possible variants as soon as attributes and values are added to a product template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 msgid ":guilabel:`Dynamically`: creates variants **only** when corresponding attributes and values are added to a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 msgid "Once added to a product, an attribute's :guilabel:`Variants Creation Mode` cannot be edited." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 msgid "The :guilabel:`eCommerce Filter Visibility` field determines whether or not these attribute options are visible to the customer on the front-end, as they shop on the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 msgid ":guilabel:`Visible`: the attribute values are visible to customers on the front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 msgid ":guilabel:`Hidden`: the attribute values are hidden from customers on the front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 msgid "Lastly, in the optional :guilabel:`eCommerce Category` field, select a category from a drop-down menu to group similar attributes under the same section for added specificity and organization." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "To view the details related to the attribute category selected, click the internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the far-right of the :guilabel:`eCommerce Category` field, once an option has been selected. Doing so reveals that attribute category's detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "A standard attribute category detail page accessible via its internal link arrow icon." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at the top. Followed by :guilabel:`Related Attributes` associated with the category. These attributes can be dragged-and-dropped into a desirable order of priority." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "Attributes can be directly added to the category, as well, by clicking :guilabel:`Add a line`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "To create an attribute category directly from this field, start typing the name of the new category, then select either :guilabel:`Create` or :guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "Clicking :guilabel:`Create` creates the category, which can be modified later. Clicking :guilabel:`Create and edit...` creates the category and reveals a :guilabel:`Create Category` pop-up window, in which the new attribute category can be configured and customized." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "Attribute values should be added to the :guilabel:`Attribute Values` tab. Values can be added to an attribute at any time, if needed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute Values` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "Then, enter the name of the value in the :guilabel:`Value` column. Next, check the box in the :guilabel:`Is custom value` column, if the value is custom (i.e. the customer gets to provide unique specifications that are specific to this particular value)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the option to add an HTML color code will appear to the far-right of the value line, to make it easier for salespeople and customers to know exactly what color option they're choosing." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "To choose a color, click the blank circle in the :guilabel:`Color` column, which reveals an HTML color selector pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "Selecting a color from the HTML color pop-up window that appears on attribute form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "In this pop-up window, select a specific color by dragging the color slider to a particular hue, and clicking on the color portion directly on the color gradient window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "Or, choose a specific color by clicking the *dropper* icon, and selecting a desired color that's currently clickable on the screen." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "Attributes can also be created directly from the product template by adding a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "Once an attribute is added to a product, that product is listed and accessible, via the attribute's :guilabel:`Related Products` smart button. That button lists every product in the database currently using that attribute." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "Once an attribute is created, use the attribute (and its values) to create a product variant. To do that, go to :menuselection:`Sales app --> Products --> Products`, and select an existing product to view that desired product's form. Or, click :guilabel:`Create` to create a new product, to which a product variant can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "On the product form, click the :guilabel:`Attributes \\& Variants` tab to view, manage, and modify attributes and values for the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "To add an attribute to a product, and subsequent attribute values, click :guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then, choose the desired attribute from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "Attributes can be created directly from the :guilabel:`Attributes \\& Variants` tab of a product form. To do that, start typing the name of the new attribute in the blank field, and select either :guilabel:`Create` or :guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "Clicking :guilabel:`Create` creates the attribute, which can be customized later. Clicking :guilabel:`Create and edit...` creates the attribute, and a :guilabel:`Create Attribute` pop-up form appears. In the pop-up form, proceed to modify the attribute in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "Once an attribute is selected in the :guilabel:`Attribute` column, proceed to select the specific attribute values to apply to the product, via the drop-down menu available in the :guilabel:`Values` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "Similar product variant creation processes are accessible through the Purchase, Inventory, and eCommerce applications." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "To the far-right of the attribute line is a :guilabel:`Configure` button. When clicked, Odoo reveals a separate page showcasing those specific :guilabel:`Product Variant Values`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "The Product Variant Values page accessible via the Configure button on a product form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "The :guilabel:`Value Price Extra` represents the increase in the sales price if the attribute is selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo reveals a separate page, detailing that value's related details." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "A Product Variant Values page accessible via the Product Variants Values general page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "On the specific product variant detail page, the :guilabel:`Value` and :guilabel:`Value Price Extra` fields can be found, along with an :guilabel:`Exclude for` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "In the :guilabel:`Exclude for` field, different :guilabel:`Product Templates` and specific :guilabel:`Attribute Values` can be added. When added, this specific attribute value will be excluded from those specific products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "When a product has attributes and variants configured in its :guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button appears at the top of the product form. The :guilabel:`Variants` smart button indicates how many variants are currently configured for that specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "The variants smart button at the top of the product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a separate page showcasing all the specific product variant combinations configured for that specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:-1 msgid "The variants page accessible via the variants smart button on the product form in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "In addition to offering more detailed product options to customers, product variants have their own impacts that can be taken advantage of throughout the Odoo database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid ":guilabel:`Barcode`: barcodes are associated with each variant, instead of the product template. Each individual variant can have its own unique barcode/SKU." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid ":guilabel:`Price`: every product variant has its own public price, which is the sum of the product template price *and* any extra charges for particular attributes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "A red shirt's sales price is $23 -- because the shirt's template price is $20, plus an additional $3 for the red color variant. Pricelist rules can be configured to apply to the product template, or to the variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid ":guilabel:`Inventory`: inventory is counted for each individual product variant. On the product template form, the inventory reflects the sum of all variants, but the actual inventory is computed by individual variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Returns and refunds" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:5 msgid "The Odoo *Sales* app provides two different ways to process returns. The method used depends on whether or not an invoice has been sent." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:9 msgid "Before invoicing" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:11 msgid "Returns are completed using *Reverse Transfers* when a customer decides to return a product **before** an invoice has been sent or validated." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:15 msgid "In order to use *Reverse Transfers*, the *Inventory* app **must** be installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:17 msgid "To start a return before invoicing, navigate to the :menuselection:`Sales` app, select the desired sales order, and click on the :guilabel:`Delivery` smart button to open the associated delivery order." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:-1 msgid "A typical sales order with a highlighted delivery smart button in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:25 msgid "On the validated delivery order, click :guilabel:`Return`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:-1 msgid "A validated delivery order with a highlighted Return button in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:31 msgid "This opens a :guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:33 msgid "By default, the :guilabel:`Quantity` matches the validated quantities from the delivery order. Update the quantities, if necessary. Click on the :guilabel:`🗑️ (trash)` icon next to a line item to remove it from the return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:-1 msgid "The \"Reverse Transfer\" pop-up window, to make a return before invoicing the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:41 msgid "Next, click :guilabel:`Return` to confirm the return. This generates a new warehouse operation for the incoming returned product(s)." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:-1 msgid "Warehouse operation after a return has been confirmed in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:48 msgid "Upon receiving the return, the warehouse team validates the warehouse operation by clicking :guilabel:`Validate`. Then, on the original sales order, the :guilabel:`Delivered` quantity updates to reflect the difference between the initial validated quantities and the returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:-1 msgid "The updated \"Delivered\" quantity on the sales order after the reverse transfer." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/products_prices/returns.rst:62 msgid "Sometimes, customers return an item after they receive and/or pay for their invoice. In these cases, a return using only *Reverse Transfers* is insufficient since validated, or sent, invoices cannot be changed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:66 msgid "However, *Reverse Transfers* can be used in conjunction with *Credit Notes* to complete the customer's return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:69 msgid "To start a return after invoicing, navigate to the relevant sales order in the :menuselection:`Sales` app." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:72 msgid "If there is a payment registered on the sales order, the payment details appear in the chatter, and the invoice (accessible through the :guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` banner." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:-1 msgid "Sample of a green in payment banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:80 msgid "From the sales order, click on the :guilabel:`Delivery` smart button to view the validated delivery order. Then, click :guilabel:`Return` to open the :guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:83 msgid "Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed for the return. Then, click :guilabel:`Return`. This generates a new warehouse operation for the incoming returned product(s), which is validated by the warehouse team once the return is received by clicking :guilabel:`Validate`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:88 msgid "Then, on the sales order, the :guilabel:`Delivered` quantity updates to reflect the difference between the initial validated quantities and the returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:91 msgid "To process a refund, navigate to the relevant invoice (from the sales order, click on the :guilabel:`Invoices` smart button). Then, click the :guilabel:`Credit Note` button at the top of the validated invoice." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:-1 msgid "A typical customer invoice with a Credit Note button highlighted in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:99 msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:-1 msgid "Typical credit note pop-up form that appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:105 msgid "Start by entering a :guilabel:`Reason displayed on Credit Note` and a specific :guilabel:`Journal` to process the credit. Then, select a specific :guilabel:`Reversal Date`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:108 msgid "After the information is filled in, click :guilabel:`Reverse` or :guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:111 msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:113 msgid "When complete, a blue banner reading: :guilabel:`You have outstanding credits for this customer. You can allocate them to mark this invoice as paid.` appears at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:117 msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" msgstr "" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:3 msgid "Create quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:5 msgid "In Odoo **Sales**, quotations can be created and sent to customers. Once a quotation has been confirmed, it officially turns into a *sales order*, which can then be invoiced and paid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:11 msgid "Quotation settings" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:13 msgid "To access these setting options, navigate to :menuselection:`Sales app --> Configuration --> Settings`, and scroll to the :guilabel:`Quotations & Orders` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:-1 msgid "The Quotations and Orders section on the Odoo Sales app Settings page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:20 msgid ":guilabel:`Quotation Templates`: Enable this option to create quotation templates featuring standard product offers, which are then selectable on quotation forms. When this checkbox is ticked, an additional field, :guilabel:`Default Template`, appears, along with a link to the :guilabel:`Quotation Templates` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:24 msgid ":guilabel:`Online Signature`: Request an online signature to confirm orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:25 msgid ":guilabel:`Online Payment`: Request an online prepayment from customers to confirm orders. Request a full or partial payment (via down payment). When this checkbox is ticked, an additional field, :guilabel:`Prepayment amount (%)`, appears. There is also a link to the :guilabel:`Payment Providers` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:29 msgid ":guilabel:`Default Quotation Validity`: Determine a set amount (in :guilabel:`days`) that quotations can remain valid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:31 msgid ":guilabel:`Default Recurrence`: Select a default period from the drop-down menu to use as a recurrence period for a new quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:33 msgid ":guilabel:`Sale Warnings`: Get warning messages about orders that include specific products or customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:35 msgid ":guilabel:`PDF Quote builder`: Customize the look of quotations with header pages, product descriptions, footer pages, and more." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:37 msgid ":guilabel:`Lock Confirmed Sales`: Ensure no further edits can be made to confirmed orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:38 msgid ":guilabel:`Pro-Forma Invoice`: Send pro-forma invoices to customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:40 msgid "To activate any of these settings, tick the checkbox beside the desired option(s). Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:44 msgid "Quotations dashboard" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:46 msgid "The *Quotations* dashboard is the page that appears when the :menuselection:`Sales app` is opened." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:48 msgid "By default, the :guilabel:`Quotations` dashboard displays all quotations in the database related to the current user, as indicated by the default :guilabel:`My Quotations` filter present in the search bar." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:-1 msgid "The Quotations dashboard present in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:57 msgid "To view *all* quotations in the database, remove the :guilabel:`My Quotations` filter from the search bar." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:60 msgid "Quotations on this page appear in a default list view, but can also be viewed in a :icon:`oi-view-kanban` :guilabel:`Kanban` view, :icon:`fa-calendar` :guilabel:`Calendar`, :icon:`oi-view-pivot` :guilabel:`Pivot` table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` :guilabel:`Activity` view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:65 msgid "To view and/or modify any listed quotation from the :guilabel:`Quotations` dashboard, click on the desired quotation line from the list, and Odoo reveals the specific form for that selected quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:70 msgid "Create quotation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:72 msgid "To create a quotation, open the :menuselection:`Sales app`, and click the :guilabel:`New` button, located in the upper-left corner of the main :guilabel:`Quotations` dashboard." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:76 msgid "The :guilabel:`New` button is **only** present if the :guilabel:`Quotations` dashboard is in list or Kanban view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:79 msgid "Clicking the :guilabel:`New` button reveals a blank quotation form, with various fields and tabs to configure." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:-1 msgid "A typical quotation form in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:86 msgid "Begin by entering the customer's name in the :guilabel:`Customer` field at the top of the form. This is a **required** field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:89 msgid "If the customer's information is already in the database, the :guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields auto-populate with the saved information for those respective fields, based on the data from that customer's contact record (found in the **Contacts** application)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:94 msgid "If the customer was referred by another customer or contact, enter their name in the :guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:97 msgid "If a :guilabel:`Referrer` is selected, a new field, :guilabel:`Commission Plan` appears, in which a commission can be selected from the drop-down menu. This commission is rewarded to the contact selected in the :guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:101 msgid "Next, if they have not already been auto-populated with the customer's information, enter the appropriate addresses in the :guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields. Both of these fields are **required**." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:105 msgid "Then, if desired, choose a :guilabel:`Quotation Template` from the drop-down field to apply to this quotation. It should be noted that some additional fields may appear, depending on the template selected." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:109 msgid "The default date that appears in the :guilabel:`Expiration` field is based on the number configured in the :ref:`Default Quotation Validity setting ` (in :menuselection:`Sales app --> Configuration --> Settings`)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:114 msgid "When using a quotation template, the date in the :guilabel:`Expiration` field is based off the :guilabel:`Quotation Validity` figure on the template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:117 msgid "If the quotation is for a recurring product or subscription, select the desired :guilabel:`Recurring Plan` from that specific drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:120 msgid "If desired, select a specific :guilabel:`Pricelist` to be applied to this quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:122 msgid "Lastly, select any specific :guilabel:`Payment Terms` to be used for this quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:125 msgid "Order Lines tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:127 msgid "The first tab on the quotation form is the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:129 msgid "In this tab, select products, and quantities of those products, to add them to the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:131 msgid "There are two ways to add products to the quotation from this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:133 msgid "Click :guilabel:`Add a product`, select the desired item from the :guilabel:`Product` drop-down field, and proceed to adjust the quantity of that selected product, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:136 msgid "Or, click :guilabel:`Catalog` to reveal a separate page, showcasing every item (and every potential product variant) in an organized catalog display, with items organizable by :guilabel:`Product Category` and :guilabel:`Attributes`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:-1 msgid "A product catalog accessible via a quotation in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:144 msgid "From here, simply locate the desired items, click the :icon:`fa-shopping-cart` :guilabel:`Add` button on the product card, and adjust the quantity, if needed. When complete, click the :guilabel:`Back to Quotation` button in the upper-left corner to return to the quotation, where the newly-selected catalog items can be found in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:149 msgid "If multiple items should be presented in a more organized way on the quotation, click :guilabel:`Add a section`, enter a name for the section, and drag-and-drop that section heading in the desired location amongst the items in the :guilabel:`Order Lines` tab. The section heading appears in bold." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:153 msgid "If needed, click :guilabel:`Add a note` beneath a certain product line to add a custom note about that specific product. The note appears in italics. Then, if needed, proceed to drag-and-drop the note beneath the desired product line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:157 msgid "Beneath the product lines, there are buttons that can be clicked to apply any of the following: :guilabel:`Coupon Code`, :guilabel:`Promotions`, :guilabel:`Discount`, and/or :guilabel:`Add shipping`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:162 msgid ":doc:`../products_prices/ewallets_giftcards`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:163 msgid ":doc:`../products_prices/loyalty_discount`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:164 msgid ":doc:`../products_prices/prices/pricing`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:167 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "Optional Products tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:169 msgid "Open the :guilabel:`Optional Products` tab to select related products that can be presented to the customer, which may result in an increased sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:172 msgid "For example, if the customer wants to buy a car, an optional product that could be offered is a *Trailer Hitch*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:176 msgid ":doc:`optional_products`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:179 msgid "Other Info tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:181 msgid "In the :guilabel:`Other Info` tab, there are various quotation-related configurations separated into four different sections: :guilabel:`Sales`, :guilabel:`Delivery`, :guilabel:`Invoicing`, and :guilabel:`Tracking`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:186 msgid "Some fields **only** appear if specific settings and options have been configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:189 msgid "Sales section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:191 msgid "In the :guilabel:`Sales` section of the :guilabel:`Other Info` tab, there are sales specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:-1 msgid "The Sales section of the Other Info tab of a quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:198 msgid ":guilabel:`Salesperson`: Assign a salesperson from the drop-down menu to be associated with this quotation. The user who originally created the quotation is selected in this field, by default." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:200 msgid ":guilabel:`Sales Team`: Assign a specific sales team to this quotation. If the selected :guilabel:`Salesperson` is a member of a sales team, that team is auto-populated in the field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:202 msgid ":guilabel:`Company`: Select a company from the drop-down menu this quotation should be associated with. This field only appears when working in a multi-company environment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:204 msgid ":guilabel:`Online signature`: Tick this checkbox to request an online signature from the customer to confirm the order. This field only appears if the *Online Signature* setting has been enabled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:206 msgid ":guilabel:`Online payment`: Tick this checkbox, and enter a desired percentage in the adjacent field, to request an online payment from the customer (for that designated percentage of the total amount) to confirm the order. This field only appears if the *Online Payment* setting has been enabled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:210 msgid ":guilabel:`Customer Reference`: Enter a custom reference ID for this customer. The entered reference ID can contain letters, numbers, or a mix of both." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:212 msgid ":guilabel:`Tags`: Add specific tags to the quotation for added organization and enhanced searchability in the Odoo **Sales** application. Multiple tags can be added, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:216 msgid "Delivery section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:218 msgid "In the :guilabel:`Delivery` section of the :guilabel:`Other Info` tab, there are delivery-specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:-1 msgid "The Delivery section of the Other Info tab of a quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:225 msgid ":guilabel:`Shipping Weight`: Displays the weight of the items being shipped. This field is not modifiable. Product weight is configured on individual product forms." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:227 msgid ":guilabel:`Incoterm`: Select an Incoterm (International Commerical Term) to use as predefined commerical terms for international transactions." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:229 msgid ":guilabel:`Incoterm Location`: If an Incoterm is being used, enter the international location in this field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:231 msgid ":guilabel:`Shipping Policy`: Select a desired shipping policy from the drop-down menu. If all products are delivered at once, the delivery order is scheduled, based on the greatest product lead time. Otherwise, it is based on the shortest lead time. The available options are: :guilabel:`As soon as possible` or :guilabel:`When all products are ready`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:235 msgid ":guilabel:`Delivery Date`: Click into the empty field to reveal a calendar popover, from which a customer delivery date can be selected. If no custom date is required, refer to the :guilabel:`Expected` date listed to the right of that field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:240 msgid "Invoicing section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:242 msgid "In the :guilabel:`Invoicing` section of the :guilabel:`Other Info` tab, there are invoicing specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:-1 msgid "The Invoicing section of the Other Info tab of a quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:249 msgid ":guilabel:`Fiscal Position`: Select a fiscal position to be used to adapt taxes and accounts for particular customers or sales orders/invoices. The default value comes from the customer. If a selection is made in this field, an :icon:`fa-refresh` :guilabel:`Update Taxes` clickable link and icon appear. When clicked, the taxes for this partiuclar customer and quotation are updated. A confirmation window appears, as well." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:254 msgid ":guilabel:`Analytic Account`: Select an analytic account to apply to this customer/quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:257 msgid "Tracking section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:259 msgid "In the :guilabel:`Tracking` section of the :guilabel:`Other Info` tab, there are tracking specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:-1 msgid "The Tracking section of the Other Info tab of a quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:266 msgid ":guilabel:`Source Document`: Enter the reference of the document that generated the quotation/sales order, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:268 msgid ":guilabel:`Opportunity`: Select the specific opportunity (from the **CRM** app) related to this quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:270 msgid ":guilabel:`Campaign`: Select the marketing campaign related to this quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:271 msgid ":guilabel:`Medium`: Select the method by which this quotation originated (e.g. *Email*), if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:273 msgid ":guilabel:`Source`: Select the source of the link used to generate this quotation (e.g. *Facebook*), if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:277 msgid ":doc:`../../../websites/website/reporting/link_tracker`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:280 msgid "Notes tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:282 msgid "In the :guilabel:`Notes` tab of the quotation form, enter any specific internal notes about the quotation and/or customer, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:286 msgid "Sending and confirming quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:288 msgid "Once all the necessary fields and tabs have been configured, it is time to send the quotation to the customer for confirmation. Upon confirmation, the quotation turns into an official sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:291 msgid "At the top of the form, there is a series of buttons:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:293 msgid ":guilabel:`Send by Email`: When clicked, a pop-up window appears with the customer's name and email address in the :guilabel:`Recipients` field, the quotation (and reference ID) in the :guilabel:`Subject` field, and a brief default message in the body of the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:298 #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:306 msgid "Below that, a PDF copy of the quotation is attached. When ready, click :guilabel:`Send` to send the quotation, via email, to the customer, so they can review and confirm it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:300 msgid ":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the *Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window appears with the customer's name and email address in the :guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in the :guilabel:`Subject` field, and a brief default message in the body of the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:308 msgid ":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the status changes to :guilabel:`Sales Order`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:310 msgid ":guilabel:`Preview`: When clicked, Odoo reveals a preview of the quotation the customer sees when they log into their customer portal. Click the :icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of the preview page, in the blue banner, to return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:313 msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:316 msgid "If the *Lock Confirmed Sales* setting is enabled, the sales order becomes :guilabel:`Locked`, and is indicated as such on the sales order form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:319 msgid "At this point, the quotation has been confirmed, turned into a sales order, and is now ready to be invoiced and paid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:322 msgid "For more information about invoicing, refer to the :doc:`Invoice based on delivered or ordered quantities <../invoicing/invoicing_policy>`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:326 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99 msgid ":doc:`quote_template`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:-1 msgid "Add a contact/address to the contact form." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45 msgid ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:48 msgid ":guilabel:`Other Address`: adds an alternate address to the existing contact form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49 msgid ":guilabel:`Private Address`: adds a private address to the existing contact form." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62 msgid "Address added to quotations" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:-1 msgid "The online payment setting in the Odoo Sales application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 #: ../../content/applications/sales/subscriptions/payment_providers.rst:5 msgid "Payment providers" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59 msgid "Register a payment" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17 msgid "`Odoo Quick Tips - Create a PDF quote [video] `_" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91 msgid ":guilabel:`partner_id__name`: Customer Name" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92 msgid ":guilabel:`user_id__name`: Salesperson Name" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93 msgid ":guilabel:`amount_untaxed`: Untaxed Amount" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94 msgid ":guilabel:`amount_total`: Total Amount" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:95 msgid ":guilabel:`delivery_date`: Delivery Date" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:96 msgid ":guilabel:`validity_date`: Expiration Date" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97 msgid ":guilabel:`client_order_ref`: Customer Reference" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:103 msgid ":guilabel:`quantity`: Quantity" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:104 msgid ":guilabel:`uom`: Unit of Measure (UoM)" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:105 msgid ":guilabel:`price_unit`: Price Unit" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:106 msgid ":guilabel:`discount`: Discount" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:-1 msgid "The Documents smart button on a product form in Odoo Sales." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:110 msgid "Lines tab" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "Cancel multiple quotations (or sales orders) by navigating to the :menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by default, in the list view. Then, on the left side of the table, tick the checkboxes for the quotations to be canceled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 msgid "Select all records in the table by selecting the checkbox column header at the top-left of the table; the total number of selected items are displayed at the top of the page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:236 msgid "Then, with the desired quotations (or sales orders) selected from the list view on the :guilabel:`Quotations` page, click the :icon:`fa-cog` :guilabel:`Actions` button to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 msgid "From this drop-down menu, select :guilabel:`Cancel quotations`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:-1 msgid "The Cancel quotations option on the Actions drop-down menu in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid "This action can be performed for quotations in *any* stage, even if it is confirmed as a sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid "Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel quotations` confirmation pop-up window appears. To complete the cancellation, click the :guilabel:`Cancel quotations` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 msgid "An error pop-up message appears when attempting to cancel an order for an ongoing subscription that has an invoice." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:5 msgid "Shopee Connector" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/sales/shopee_connector.rst:38 msgid "Shopee.co.id" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Taiwan" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Shopee.tw" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Vietnam" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Shopee.vn" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Thailand" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Shopee.co.th" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Philippines" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Shopee.ph" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Malaysia" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Shopee.com.my" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:50 msgid "Singapore" msgstr "" #: ../../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 "" #: ../../content/applications/sales/sales/shopee_connector.rst:56 msgid "Shopee.com.br" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Chile" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Shopee.cl" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:60 msgid "Colombia" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:15 msgid "`Odoo Tutorials: Subscriptions `_" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:18 msgid ":doc:`/applications/sales/subscriptions/plans`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:19 msgid ":doc:`/applications/sales/subscriptions/upselling`" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:24 msgid ":doc:`/applications/sales/subscriptions/reports`" msgstr "" #: ../../content/applications/sales/subscriptions.rst:29 msgid "Subscription quotations" msgstr "" #: ../../content/applications/sales/subscriptions.rst:32 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions.rst:73 msgid "If the online confirmation requires a pre-payment, your customer can select only the :ref:`payment providers ` that have the :ref:`tokenization feature `. This ensures that the customer is automatically charged at each new period." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automation rules" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5 msgid "With subscriptions up-and-running, it is important to stay up-to-date with customers. It is efficient to use automation to avoid having to manually go through the list of subscribers to see how things are going. That is where Odoo's *automation rules* feature comes into play." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9 msgid "The Odoo *Subscriptions* application allows users to set up automatic emails, create tasks for salespeople, and even send satisfaction surveys for subscribers to evaluate their experience." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13 msgid "Create automation rules" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:15 msgid "To create an automated rule, start by navigating to :menuselection:`Subscriptions app --> Configuration --> Automation Rules`. This is where all the automation rules for subscriptions can be found." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:19 msgid "The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, :guilabel:`Action To Do`, what the automated rule will :guilabel:`Trigger On`, and the :guilabel:`Company` to which the rule applies." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:23 msgid "To view or modify any existing automation rule, simply click the desired rule from this page." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:26 msgid "When modifying an existing automation rule, Odoo \"grays-out\" the :guilabel:`Action` section of the form, and provides the following warning: *Action data can not be updated to avoid unexpected behaviors. Create a new action instead.*" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30 msgid "To create a new automation rule, click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:-1 msgid "The Automation Rules page in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:36 msgid "Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form with numerous fields to configure." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:-1 msgid "A sample Automation Rules form in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44 msgid "Automation rule form fields" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46 msgid ":guilabel:`Action Name`: title of the automated action rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49 msgid "Apply On section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:51 msgid "The :guilabel:`Apply On` section dictates which subscription orders/customers this automated action applies to." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54 msgid ":guilabel:`MRR Between`: designate a range of monthly recurring revenue to target." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55 msgid ":guilabel:`MRR Change More`: designate a change of monthly recurring revenue to target, in either percentage or unit of currency." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:57 msgid ":guilabel:`Over`: choose a period of time over which the designated KPIs (Key Performance Indicators) are calculated." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:59 msgid ":guilabel:`Rating Satisfaction`: designate satisfaction as :guilabel:`greater than` or :guilabel:`less than` a percentage." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:61 msgid ":guilabel:`Status`: select the status of the subscriptions to be included in this automation rule. The options are: :guilabel:`Quotation`, :guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and :guilabel:`Cancelled`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:64 msgid ":guilabel:`Stage goes from`: designate when the automation rule should be activated using two fields that represent two different stages of the subscription." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66 msgid ":guilabel:`Subscription Plans`: choose specific subscription plans to target with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 msgid ":guilabel:`Products`: select specific product(s) to target with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69 msgid ":guilabel:`Customers`: select specific customer(s) to target with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70 msgid ":guilabel:`Company`: in a multi-company environment, select a specific company's subscription data to target with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:72 msgid ":guilabel:`Sales Team`: select the data of specific sales team(s) to target with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76 msgid "If any field is left blank, the rule applies to every subscription without that specific designation." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:80 msgid "The number of subscriptions that match the configured criteria of the customized automation rule are displayed at the bottom of the :guilabel:`Apply On` field." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 msgid "If that green subscriptions link is clicked, Odoo reveals a separate page showcasing all the subscriptions that meet that automation rule's criteria." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87 msgid "Action section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89 msgid "The :guilabel:`Action` section dictates what action occurs when an automated rule is triggered." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91 msgid "In the :guilabel:`Action To Do` field, choose the action that will occur once the automated rule is triggered. When clicked, the following options become available on a drop-down menu:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:94 msgid ":guilabel:`Create next activity`: creates the next activity to occur, which is configured in the :guilabel:`Activity` section that appears at the bottom of the automation rule form." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:96 msgid ":guilabel:`Send an email to the customer`: sends an email to the customer(s) who fit the specified criteria of the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:98 msgid ":guilabel:`Send an SMS Text Message to the customer`: sends an SMS message to the customer(s) who fit the specified criteria of the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100 msgid ":guilabel:`Set Contract Health value`: set the health value of the subscription contract." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:102 msgid "If :guilabel:`Send an email to the customer` is selected in the :guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:105 msgid ":guilabel:`Email Template`: create (and edit) a new email template *or* select from a list of pre-configured email templates to send to the customer(s)." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:108 msgid "If :guilabel:`Send an SMS Text Message to the customer` is selected in the :guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:111 msgid ":guilabel:`SMS Template`: create (and edit) a new SMS template *or* select from a list of pre-configured SMS templates to send to the customer(s)." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:114 msgid "If :guilabel:`Set Contract Health value` is selected in the :guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:117 msgid ":guilabel:`Health`: designate the health of the subscription by choosing one of the following options: :guilabel:`Neutral`, :guilabel:`Good`, or :guilabel:`Bad`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:120 msgid "In the :guilabel:`Trigger On` field, decide whether the automated rule should be triggered on a :guilabel:`Modification` or :guilabel:`Timed Condition`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:124 msgid "A :guilabel:`Trigger Now` button appears at the top of the automation rule form *only* when a trigger has been configured for the rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:128 msgid "When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the action on *all* linked subscriptions, regardless of possible timed conditions." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:132 msgid "Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit :doc:`../../essentials/in_app_purchase`. For more information on sending SMS messages, visit :doc:`../../marketing/sms_marketing`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:137 msgid "If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` field, the following fields appear:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:140 msgid ":guilabel:`Trigger Date`: represents when the condition should be triggered. If left blank, the action is created upon subscription creation *and* updates." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:142 msgid ":guilabel:`Delay After Trigger`: select a delayed amount of time (:guilabel:`Minutes`, :guilabel:`Hours`, :guilabel:`Days`, or :guilabel:`Months`) for Odoo to wait before triggering the configured action. If a negative number is entered, the \"delay\" will occur *before* the :guilabel:`Trigger Date`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148 msgid "Activity section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:150 msgid "If :guilabel:`Create next activity` is selected in the :guilabel:`Action To Do` field, an :guilabel:`Activity` section appears at the bottom of the :guilabel:`Automation Rules` form." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:153 msgid ":guilabel:`Activity Type`: select an pre-configured activity type from the drop-down menu." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:154 msgid ":guilabel:`Title`: enter a custom title for the chosen activity." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155 msgid ":guilabel:`Note`: leave a note for the employee to whom the activity is assigned." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:156 msgid ":guilabel:`Due Date In`: enter an amount of days within which the activity should be completed." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:157 msgid ":guilabel:`Assign To`: choose to assign the specified activity to either: :guilabel:`Subscription Salesperson`, :guilabel:`Sales Team Leader`, or :guilabel:`Specific Users`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:161 msgid "If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` option, a new :guilabel:`Specific Users` field appears beneath it, where a specific employee(s) can be chosen as the assignee(s) for the configured activity." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166 #: ../../content/applications/sales/subscriptions/closing.rst:105 #: ../../content/applications/sales/subscriptions/renewals.rst:128 #: ../../content/applications/sales/subscriptions/reports.rst:403 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:186 #: ../../content/applications/sales/subscriptions/upselling.rst:107 msgid ":doc:`../subscriptions`" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:5 msgid "Odoo *Subscriptions* provides flexibility for businesses to decide whether customers can self-manage their subscriptions, or restrict that ability entirely." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:11 msgid "Start by navigating to :menuselection:`Subscriptions app --> Configuration --> Recurring Plans`. From there, either create a new plan by clicking :guilabel:`New` or select an existing one to modify it." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:15 msgid "Once on the :guilabel:`Recurring Plans` form, enable the :guilabel:`Closable` option, in the :guilabel:`Self-Service` section, to allow customers to close their own subscriptions using the customer portal." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:-1 msgid "The Closable option on a recurring plan form in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:24 msgid ":doc:`Configure recurring plans `" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:27 msgid "Close a subscription" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/closing.rst:35 msgid "At that point, the ability to close the subscription becomes available, via the :guilabel:`Close` button at the top of the subscription order, near the row that contains :guilabel:`In Progress` and other stages. This option is also available after the order has been invoiced and the payment has been registered." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:-1 msgid "Close subscription from an administration point of view with Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:44 msgid "Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` pop-up window to appear, allowing administrators to input the reason for closing the subscription, or choose from the drop-down menu of options in the :guilabel:`Reason` field." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:-1 msgid "The Close Reason pop-up when the Close button is clicked in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit` button." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:54 msgid "Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window updates the subscription sales order to show :guilabel:`Churned` status tag, along with the specified :guilabel:`Close Reason`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:-1 msgid "A churned sales order for a closed subscription in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:62 msgid "That same close reason can be found in the *Chatter* of the sales order, as well." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:-1 msgid "The chatter of a churned sales order for a closed subscription in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:69 msgid "Customer view" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:72 msgid "As an administrator, the ability to visualize what customers see when managing their subscriptions is accessible via the :guilabel:`Preview` button, located at the top of the subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:76 msgid "From the customer's point of view, in the customer portal, the :guilabel:`Close Subscription` button is located on the left side of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:-1 msgid "Close subscription button on a customer's view of a sales order in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:83 msgid "When the customer clicks the :guilabel:`Close Subscription` button, a :guilabel:`Close Subscription` pop-up window appears, in which the customer has to choose from a select list of reasons why they are choosing to close the subscription." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:-1 msgid "The close subscription pop-up window customers see when closing a subscription." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:92 msgid "Customers can *only* chose a pre-configured reason why the subscription is being closed. They can *not* enter a custom reason from the customer portal. These selections can be adjusted by navigating to :menuselection:`Subscriptions --> Configuration --> Close Reasons`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:96 msgid "Once the customer has chosen a close reason, they would click the :guilabel:`Submit` button on the pop-up window." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:99 msgid "Upon closure, the subscription order in the customer portal is tagged as :guilabel:`Closed`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:101 msgid "In addition, the specified :guilabel:`Close Reason` appears on the subscription order in the *Subscriptions* app in the backend (Administrator's view)." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Subscriptions in the eCommerce shop" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:5 msgid "Subscription products can be sold in the Odoo *eCommerce* shop just like regular sales products." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:8 msgid ":doc:`Configure subscription products `" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:11 msgid "Selling eCommerce subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:13 msgid ":doc:`Configure the subscription product ` as a regular recurring sales product. To start selling the subscription in the eCommerce shop, click the :guilabel:`Go to Website` smart button to navigate to the product page." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "From here, review the subscription product and its recurring periods. Then, toggle the switch in the upper-right corner from :guilabel:`Unpublished` to :guilabel:`Published`." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "The new subscription product is now available to purchase on the eCommerce website, with options for the different recurring periods." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:-1 msgid "Subscription product on eCommerce website." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:3 msgid "Wire transfer" msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:5 msgid "The *wire transfer* payment method allows for payment instructions to be shared with a customer after purchasing a product. With a subscription, these payment instructions are shared every time the payment is renewed." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:10 msgid "The wire transfer payment method requires minimal setup, but in most cases, it is inefficient compared to other online payment providers. It is recommended to use another payment provider with subscriptions, due to wire transfers requiring manual confirmation for each payment." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:19 msgid "To use the wire transfer payment method, first ensure the *Wire Transfer* payment method is enabled." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:21 msgid "To do so, begin by navigating to the *Payment Providers* page in either the **Accounting**, **Website**, or **Sales** apps." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:24 msgid "For example, navigate to :menuselection:`Accounting app --> Configuration --> Online Payments: Payment Providers`, then click the :guilabel:`Wire Transfer` card." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:28 msgid "If the **Accounting** app is not installed, the *Payment Providers* page can also be reached by navigating to :menuselection:`Website app --> Configuration --> eCommerce: Payment Providers`, or :menuselection:`Sales app --> Configuration --> Online Payments: Payment Providers`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:32 msgid "Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable wire transfers. Use the drop-down menus next to the :guilabel:`Company` and :guilabel:`Website` fields to set where wire transfers can be used." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:36 msgid "The options in the :guilabel:`Configuration` tab can be used to customize the wire transfer. Optionally tick the checkbox next to :guilabel:`Enable QR Codes` to enable the use of QR codes when paying by wire transfer, if desired." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:40 msgid "Use the drop-down menu next to the :guilabel:`Communication` field to select the communication type used on sales orders. Choose :guilabel:`Based on Document Reference` to use the sales order (or invoice number), or :guilabel:`Based on Customer ID` to use the customer identifier. With either method selected, communication is given to the customer, once they choose the wire transfer payment method." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:46 msgid "The configuration options listed under the :guilabel:`Availability` section are used to set payment restrictions, and are optional. Use the :guilabel:`Maximum Amount` field to set a maximum payment value, the :guilabel:`Currencies` field to restrict any currencies from being used for payment, and the :guilabel:`Countries` field to restrict payment from any particular countries, if desired." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:51 msgid "In the :guilabel:`Messages` tab, use the :guilabel:`Pending Message` field to add a message containing wire transfer information. This message is displayed to the customer after confirming their order, as well as if the order is marked as pending after the payment is processed." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:55 msgid "If :doc:`a bank account <../../../finance/accounting/bank>` has already been defined, the account number is automatically added to the default message generated by Odoo. A bank account can also be added afterwards, and the message updates with the appropriate bank information by clicking :icon:`fa-refresh` :guilabel:`Reload pending message`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:60 msgid "Once all necessary configuration settings are complete, the :icon:`fa-eye-slash` :guilabel:`Unpublished` smart button located at the top of the page automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the wire transfer payment option is now visible to customers. Only keep the payment method published if payments are ready to be received." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:66 msgid "It is possible to keep the payment method enabled, but **not** visible to customers, until payments are ready to be received. To do that, set the smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting the :guilabel:`State` to :guilabel:`Enabled`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:-1 msgid "The wire transfer card enabled and published." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:75 msgid "Test mode" msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:77 msgid "The wire transfer payment method can be tested before it is accessed by customers by selecting the :guilabel:`Test Mode` option in the :guilabel:`State` field on the form. Upon selecting :guilabel:`Test Mode`, an orange :guilabel:`Test mode` banner appears in the upper-right corner of the form." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:82 msgid "Next, enter the credentials for a bank account with accessible transactions in the :guilabel:`Messages` tab. To re-enable normal function after testing, change the :guilabel:`State` setting to :guilabel:`Enabled`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:87 msgid "By default, the payment provider remains :guilabel:`Unpublished` in :guilabel:`Test Mode`, so it is not visible to visitors." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:91 msgid "It is recommended to use the :guilabel:`Test Mode` setting on a duplicate (or test) database to avoid potential issues with invoice numbering." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:97 msgid "Pay by wire transfer" msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:99 msgid "With wire transfers :ref:`enabled and published `, customers see wire transfers as an available payment method at checkout when purchasing a product." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:102 msgid "When this method is selected by a customer, they are shown the *Pending Message* set in the :ref:`wire transfer configuration page `, after confirming their purchase. Once the purchase is confirmed, a sales order is created." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:-1 msgid "The wire transfer pending message shown to customers." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:111 msgid "Online orders remain in the *Quotation sent* (i.e. unpaid order) stage until both the payment is received, *and* the order is confirmed manually, using the :guilabel:`Confirm` button on the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:115 msgid "To begin processing the payment, navigate to :menuselection:`Sales app --> Orders --> Orders`, and click the corresponding sales order. Ensure the sales order is correct, then click :guilabel:`Confirm` to confirm the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:119 msgid "Next, click the new :guilabel:`Create Invoice` button, then choose :guilabel:`Regular invoice`, and click :guilabel:`Create Draft Invoice`. A draft of the invoice appears. Click :guilabel:`Confirm` to validate the invoice." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:123 msgid "To send this invoice to the customer, click the :guilabel:`Send & Print` button. A :guilabel:`Send` pop-up window appears, with an email template configured, and a PDF invoice attached." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:126 msgid "Ensure the information is correct, then click :guilabel:`Send & Print`. The pop-up window disappears, and the :guilabel:`Send & Print` button turns gray to show the invoice has been sent." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:130 msgid "The default template for sending an invoice can be modified by navigating to :menuselection:`Settings app --> Companies --> Email Templates --> Review All Templates --> Invoice: Sending`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:134 msgid "Next, click the :guilabel:`Register payment` button on the invoice page. A pop-up window titled, :guilabel:`Register Payment`, appears with options for selecting the type of payment. In the :guilabel:`Journal` field, select :guilabel:`Bank` from the drop-down menu. Next, set the :guilabel:`Payment Method` to :guilabel:`Manual`. Ensure the :guilabel:`Amount` and :guilabel:`Payment Date` are correct, then click the :guilabel:`Create Payment` button." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:-1 msgid "The register payment pop-up window." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:144 msgid "The customer invoice is revealed with a green :guilabel:`In Payment` banner in the upper-right corner. At this point, the flow is now complete." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:-1 msgid "The green in payment banner displayed on the invoice." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:152 msgid "If payment has been received before sending the invoice, such as in cash, the payment can still be registered in Odoo by clicking the :guilabel:`Register Payment` button, and creating the payment *before* clicking :guilabel:`Send & Print`. Now, when an invoice is sent using the :guilabel:`Send & Print` button, a new line is automatically added to the invoice message, stating the invoice is already paid." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst:-1 msgid "Subscription plan (quotation template) configuration form." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid ":guilabel:`Name`: Enter a name for the subscription plan at the top of the page." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst:32 msgid ":guilabel:`Confirmation Mail`: Select an :doc:`email template ` for the confirmation email that is automatically sent to the customer after the quotation is confirmed. Leave this field blank to send nothing." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:37 msgid "To create a new email template, enter a name for the template, then click :guilabel:`Create and edit`." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst:-1 msgid "Subscription plan with Recurrence selected." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "To get started with subscriptions, the *recurrence periods* must be properly configured, as needed." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "To configure recurrence periods, go to :menuselection:`Subscriptions app --> Configuration --> Recurrence periods`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "The *Subscriptions* app comes with some basic recurrence periods already configured:" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:71 msgid "When creating a physical subscription product in the Odoo **Sales** application, the :guilabel:`Invoicing Policy` must be set to :guilabel:`Ordered quantities`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:74 msgid "Setting it to :guilabel:`Delivered quantities` causes issues with invoice creation, and disrupts the subscription process." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:77 msgid "Similarly, when creating a physical subscription product in the Odoo **Subscriptions** application, the :guilabel:`Invoicing Policy` must **not** be set to :guilabel:`Based on Delivered Quantity (Manual)` for the same reasons." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:-1 msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:86 msgid "Time-based pricing" msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:-1 msgid "The time-based pricing tab on a subscription product form in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:95 msgid "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:134 msgid "Time-based pricing rules can also be configured directly on the pricelist form." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:140 msgid "Pricelists are also accessible through the Odoo *Subscriptions* app by following the same menu steps." msgstr "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "" #: ../../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 "" #: ../../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 "" #: ../../content/applications/sales/subscriptions/products.rst:158 msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "The foundation of any subscription business model is recurring payments. This is when customers reliably pay a regular amount at specific intervals, in exchange for access to a subscription product or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "Subscription renewal is the process customers follow when they willingly choose to continue participating in, and paying for, a subscription product or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:12 msgid "Subscribers experience the renewal process at different intervals -- weekly, monthly, annually, etc. -- depending on the duration of the agreed-upon contract." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:15 msgid "Most companies that offer subscriptions prefer to automate the renewal process for customers. However, manual subscription renewals are still used in some cases." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "With the Odoo **Subscriptions** application, a company can manage all of its subscriptions in one place. Renewals can be processed automatically, or manually, include additional products or upsells per renewal order, and be filtered in batch views to quickly locate customers who need to renew their subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:24 msgid "Subscription renewals" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "In order to renew a subscription, a quotation with a subscription product **must** be confirmed, with a configured *Recurring Plan* selected." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:29 msgid "To open a subscription quotation, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`, and select the desired quotation from the list. Or, create a new one by clicking :guilabel:`New` to open a new quotation form." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:34 msgid "Only a singular product is required." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:35 msgid "A subscription service counts as a product, as it is considered a recurring product." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:37 msgid "Subscription quotations **must** be confirmed, and payment from the customer for the initial subscription **must** be invoiced and registered in order to successfully open a *Renewal Quotation*." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:42 msgid "For more information on the above process of confirming quotations and invoicing payments, see: - :doc:`../sales/send_quotations/create_quotations` - :doc:`../sales/send_quotations/get_paid_to_validate`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:47 msgid "Once the payment from the subscription quotation is confirmed, the quotation turns into a sales order. An :guilabel:`In Progress` tag is applied to the sales order form, and a series of buttons also appear at the top of the sales order, including a :guilabel:`Renew` button." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:-1 msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:55 msgid "When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:-1 #: ../../content/applications/sales/subscriptions/renewals.rst:-1 msgid "Renewal quotation in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:62 msgid "From here, a standard sales flow can occur to confirm the quotation. This typically begins by clicking :guilabel:`Send by Email`, which sends a copy of the quotation to the customer, by email, for them to confirm, and eventually, pay for." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:67 msgid "In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that this subscription is the renewal of the subscription from the original sales order." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:70 msgid "Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales order, and a :guilabel:`Sales History` smart button appears at the top of the page." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:-1 msgid "Sales History smart button in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:77 msgid "When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page, showcasing the different sales orders attached to this subscription, along with their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:85 msgid "Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an :guilabel:`MRR` smart button also appears at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:-1 msgid "MRR smart button in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:92 msgid "When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:96 msgid "On rare occasions, automatic payment can fail, which results in a *Payment Failure* tag on the top-right of the sales order, if there is an error in the payment method." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:99 msgid "This is done to prevent the system from charging the customer again the next time a scheduled action is run. Because the status of the payment is unknown, Odoo requests a manual operation to check if the payment has been made, before the payment can be used again." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:103 msgid "To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions --> Quotations`. Click into the desired subscription, then check the *Chatter* to see if the payment was made." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:106 msgid "If the payment was **not** made, first enter :doc:`debug mode <../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`. Reload the sales order, and the :guilabel:`Payment Failure` tag is gone." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:110 msgid "If the payment **was** made, a new invoice must be made and posted manually. This automatically updates the next invoice date of the subscription. Once created, enter :doc:`debug mode <../../general/developer_mode>`, and navigate to the new sales order. Click the :guilabel:`Other Info` tab, and untick the checkbox next to :guilabel:`Contract in exception`. Reload the sales order, and the :guilabel:`Payment Failure` tag is gone." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "The \"contract in exception\" option selected with the \"payment failure\" tag shown." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:120 msgid "The :guilabel:`contract in exception`` option selected with the :guilabel:`payment failure` tag shown." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:123 msgid "In both cases, once the :guilabel:`Contract in exception` option is no longer selected, Odoo handles renewals automatically again. If the subscription remains in *payment failure*, it is skipped by Odoo until the sales order is closed." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Subscription reports" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:8 msgid "The Odoo **Subscriptions** app provides a series of reporting pages to help companies analyze how subscriptions are performing." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:11 msgid "On the *Subscriptions Analysis* reporting page, users can view specific data related to recurring subscriptions, quantity of subscriptions, in-progress or paused subscriptions, and more." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:14 msgid "The *Retention Analysis* reporting page provides an organized table of subscription retention percentages over any period of time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:17 msgid "The *MRR Breakdown* reporting page clearly divides |MRR| and |ARR| metrics for subscriptions into various graphs, lists, and charts." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:20 msgid "And the *MRR Analysis* reporting page offers a time-based collection of analytics showcasing how subscription |MRR| and |ARR| have changed over the course of any given period of time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:24 msgid "Reporting page elements" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:26 msgid "All subscriptions-based reporting pages can be accessed via the :guilabel:`Reporting` header menu in the **Subscriptions** app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:29 msgid "The following sections describe elements found on each reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:32 msgid "Filters and Group By" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:34 msgid "*Filters* are used to narrow down metrics to show specific analytics, whereas groupings (via the *Group By* option) are used to gather the data from specific sections into groups for more organized analysis." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:38 msgid "This section refers to both filters and groupings, as a combination of the two can be saved in the *Favorites* section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:41 msgid "To modify the results being shown on any reporting page, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the search bar. Doing so reveals a drop-down menu of detailed filter and grouping options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:45 msgid "If desired, a filter or grouping (or combination of filters and/or groupings) can be saved in the :guilabel:`Favorites` section of that drop-down menu. To do so, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon beside :guilabel:`Save current search`, located beneath the :guilabel:`Favorites` section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:50 msgid "This reveals a field to assign a title to the favorite filter. Two options are also found beneath the title field: :guilabel:`Default filter` and :guilabel:`Shared`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:53 msgid "Ticking the checkbox beside :guilabel:`Default filter` makes the newly-favorited filter the default option for that reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:56 msgid "Ticking the checkbox beside :guilabel:`Shared` makes the newly-favorited filter available to other users in the database." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:60 msgid "The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** required, and only *one* of these options can be selected at a time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:63 msgid "To save the filter, click :guilabel:`Save` in the :guilabel:`Favorites` section of the drop-down filter menu." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:66 msgid "When clicked, that saved filter appears beneath the :guilabel:`Favorites` column of the drop-down filter menu, and a :icon:`fa-star` :guilabel:`(gold star)` icon appears beside the favorite filter's name in the search bar." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:71 msgid "Views" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:73 msgid "On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and :guilabel:`MRR Analysis` reporting pages, three different view options are located in the upper-right corner." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:77 msgid "There are *no* other view options available on the :guilabel:`Retention Analysis` reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:79 msgid "The available view options, from left to right, are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:81 msgid ":guilabel:`Graph`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:82 msgid ":guilabel:`List`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:83 msgid ":guilabel:`Pivot`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The different view options available on the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:89 msgid "Each view has its own series of related view-specific visual options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:94 msgid "With the graph view selected, the following options appear between the search bar and visual representation of the data. These graph-specific options are located to the right of the :guilabel:`Measures` and :guilabel:`Insert in Spreadsheet` buttons." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The different graph view options in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:102 msgid "The first three options, from left to right, represent different graph-related views. The remaining options represent different ways to organize and visualize that specific graph-related data." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:105 msgid "From left to right, the specific graph-related view options are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:107 msgid ":icon:`fa-bar-chart` :guilabel:`Bar Chart`: showcases the data in a bar chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:108 msgid ":icon:`fa-line-chart` :guilabel:`Line Chart`: showcases the data in a line chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:109 msgid ":icon:`fa-pie-chart` :guilabel:`Pie Chart`: showcases the data in a pie chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:111 msgid "Each graph view option has its own series of specific visual options, which are represented by the available buttons that appear to the right of the selected graph-related view option." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:114 msgid "When the :icon:`fa-bar-chart` :guilabel:`Bar Chart` graph view is selected, the following visual options are available:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:117 #: ../../content/applications/sales/subscriptions/reports.rst:123 msgid ":icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked visual format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:118 #: ../../content/applications/sales/subscriptions/reports.rst:125 msgid ":icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in descending order." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:119 #: ../../content/applications/sales/subscriptions/reports.rst:126 msgid ":icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in ascending order." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:121 msgid "When the :guilabel:`Line Chart` graph view is selected, the following visual options are available:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:124 msgid ":icon:`fa-signal` :guilabel:`Cumulative`: showcases the data in accumulated, increasing format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:128 msgid "When the :guilabel:`Pie Chart` graph view is selected, there are no additional visual options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:133 msgid "With the list view selected, the subscription metrics being analyzed are displayed in a simple list, which can be fully customized by using any of the available filters or groupings in the drop-down filter menu (accessible via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:139 msgid "With list view selected, the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` button are *not* available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:145 msgid "With the pivot view selected, the subscription metrics are displayed in a data table, which can be fully customized." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:148 msgid "The pivot data table can be customized using the options available in the :guilabel:`Measures` drop-down menu, and/or the filter grouping options available in the filter drop-down menu (accessible via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:153 msgid "Three pivot-specific options are available, located to the right of the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` button." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The pivot-specific view options available in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:160 msgid "From left to right, those pivot-specific view options are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:162 msgid ":icon:`fa-exchange` :guilabel:`Flip axis`: the `x` and `y` axis of the pivot data table flip." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:163 msgid ":icon:`fa-arrows` :guilabel:`Expand all`: all the available rows and columns of the pivot data table expand fully." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:165 msgid ":icon:`fa-download` :guilabel:`Download .xlsx`: the pivot data table is downloaded as an :file:`.xlsx` file." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:169 msgid "Measures" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:171 msgid "The graph and pivot reporting pages have their own metric-specific :guilabel:`Measures` drop-down menu of data-related options to choose from, located in the upper-left corner, above the visual representation of metrics." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The standard measures drop-down menu in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:179 msgid "When the :guilabel:`Measures` button is clicked, a series of selectable measures becomes available, via a drop-down menu. When any of the options are selected from the :guilabel:`Measures` drop-down menu, the chosen metrics related to that specific measure appear on the reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:184 msgid "For more information on the different measures that can be utilized on each reporting page, refer to the :ref:`specific reporting page breakdowns ` found below in this documentation." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:189 msgid "Insert in spreadsheet" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:191 msgid "Beside the :guilabel:`Measures` drop-down menu, there is an :guilabel:`Insert in Spreadsheet` button." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:194 msgid "When clicked, the ability to add the configured data currently being showcased on the reporting page into a new or pre-existing spreadsheet or dashboard becomes available, via a pop-up window." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The spreadsheet pop-up window of the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:201 msgid "Select the desired option from this pop-up window, then click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:206 msgid "Reporting pages" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:208 msgid "In the Odoo **Subscriptions** app, there are four different reporting pages available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:210 msgid "To access, analyze, and customize various reports related to subscriptions, navigate to :menuselection:`Subscriptions app`, and click the :guilabel:`Reporting` drop-down menu in the header to reveal the following reporting pages:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:214 msgid ":guilabel:`Subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:215 msgid ":guilabel:`Retention`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:216 msgid ":guilabel:`MRR Breakdown`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:217 msgid ":guilabel:`MRR Timeline`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:219 msgid "Clicking any of those options reveals a separate, fully-customizable reporting page focusing on that particular aspect of subscription data." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:222 msgid "The following is a breakdown of those four specific reporting pages." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:225 msgid "Subscriptions analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:227 msgid "To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to :menuselection:`Subscriptions app --> Reporting --> Subscriptions`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:230 msgid "By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view, is selected on the :guilabel:`Subscriptions Analysis` reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:233 msgid "The following filters are also present in the search bar: :guilabel:`In Progress or Paused` and :guilabel:`Recurring`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The default view of the Subscriptions Analysis reporting page in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:240 msgid "When the :guilabel:`Measures` button on the :guilabel:`Subscriptions Analysis` page is clicked, a series of metric-related options becomes available as a drop-down menu." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The measures drop-down menu of the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:247 msgid "The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`Subscriptions Analysis` page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:250 msgid ":guilabel:`Monthly Recurring`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:251 msgid ":guilabel:`Quantity`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:252 msgid ":guilabel:`Recurring Revenue`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:253 msgid ":guilabel:`Untaxed Total`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:254 msgid ":guilabel:`Yearly Recurring`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:255 #: ../../content/applications/sales/subscriptions/reports.rst:293 #: ../../content/applications/sales/subscriptions/reports.rst:349 #: ../../content/applications/sales/subscriptions/reports.rst:397 msgid ":guilabel:`Count`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:258 msgid "The :guilabel:`Monthly Recurring` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:260 msgid "When any of those available measures are clicked, Odoo displays that selected data on the reporting page for further analysis." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:264 msgid "Retention analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:266 msgid "To access the :guilabel:`Retention Analysis` reporting page, navigate to :menuselection:`Subscriptions app --> Reporting --> Retention`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:269 msgid "The :guilabel:`Retention Analysis` reporting page differs from the other **Subscriptions** app reporting pages, in that it does **not** provide any additional view options. The data on this page is only presented in a customizable data chart." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The default view of the Retention Analysis reporting page in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:277 msgid "When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` reporting page is clicked, a series of metric-related options become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The measures drop-down menu of the Retention Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:284 msgid "The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:287 msgid ":guilabel:`Amount to invoice`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:288 msgid ":guilabel:`Margin`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:289 msgid ":guilabel:`Margin (%)`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:290 msgid ":guilabel:`Prepayment percentage`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:291 msgid ":guilabel:`Shipping Weight`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:292 msgid ":guilabel:`Unpaid Amount`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:296 msgid "The :guilabel:`Count` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:298 msgid "To the right of the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention Analysis` page is an additional drop-down menu containing different time periods. The default time period is :guilabel:`Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:302 msgid "When clicked, a drop-down menu of various time period options become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The time period drop-down menu of the Retention Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:308 msgid "The time period options are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:310 msgid ":guilabel:`Day`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:311 msgid ":guilabel:`Week`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:312 msgid ":guilabel:`Month`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:313 msgid ":guilabel:`Year`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:315 msgid "When a time period option from this drop-down menu is selected, the :guilabel:`Retention Analysis` reporting page showcases data for the configured measures and filters within that time period." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:318 msgid "To the right of the time period drop-down menu, there is a download button, which allows the user to download the data presented on the :guilabel:`Retention Analysis` page as an Excel file." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:322 msgid "MRR breakdown" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:324 msgid "To access the :guilabel:`MRR Breakdown` reporting page, navigate to :menuselection:`Subscriptions app --> Reporting --> MRR Breakdown`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:327 msgid "By default, the data displayed on the :guilabel:`MRR Breakdown` reporting page is in graph view, with the :guilabel:`Bar Chart` option and :guilabel:`Stacked` option selected." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:330 msgid "A default filter is also available in the search bar for :guilabel:`Event Date: Month > Event Type`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The default appearance of the MRR Breakdown reporting page in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:336 msgid "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Breakdown` reporting page is clicked, a series of metric-related options become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:343 msgid "The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Breakdown` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:346 #: ../../content/applications/sales/subscriptions/reports.rst:394 msgid ":guilabel:`Active Subscriptions Change`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:347 #: ../../content/applications/sales/subscriptions/reports.rst:395 msgid ":guilabel:`ARR Change`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:348 #: ../../content/applications/sales/subscriptions/reports.rst:396 msgid ":guilabel:`MRR Change`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:352 #: ../../content/applications/sales/subscriptions/reports.rst:400 msgid "The :guilabel:`MRR Change` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:355 msgid "To make a different measure option the default, first, select the desired measure from the :guilabel:`Measures` drop-down menu. Then, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar to open the mega menu of filters and groupings." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:359 msgid "In the :guilabel:`Favorites` column, click the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon beside :guilabel:`Save current search` to reveal a field, where a title can be entered, along with two checkboxes::guilabel:`Default filter` and :guilabel:`Shared`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:363 msgid "Tick the checkbox for :guilabel:`Default filter`, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:365 msgid "That newly-chosen measure option is now the default option that appears when this reporting page is accessed." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:369 msgid "MRR analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:371 msgid "To access the :guilabel:`MRR Analysis` reporting page, navigate to :menuselection:`Subscriptions app --> Reporting --> MRR Timeline`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:374 msgid "By default, the data displayed on the :guilabel:`MRR Analysis` reporting page is in graph view, with the :guilabel:`Line Chart` option, :guilabel:`Stacked` option, and :guilabel:`Cumulative` option selected." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:378 msgid "A default filter is also found in the search bar for :guilabel:`Event Date: Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:-1 #: ../../content/applications/sales/subscriptions/reports.rst:-1 msgid "The default appearance of the MRR Analysis reporting page in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:384 msgid "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis` reporting page is clicked, a series of metric-related options become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:391 msgid "The metric-related options in the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:3 msgid "Scheduled actions" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:5 msgid "*Scheduled actions* are pre-configured processes that allow users to automate certain tasks within a database, based on a designated schedule or number of occurrences. These tasks can include sending emails, generating invoices, data clean-up, and so much more." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:9 msgid "In Odoo, some scheduled actions are active, by default, to ensure that certain functions are triggered automatically, however there are *also* many scheduled action options that appear in the database that are **not** activated by default." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:13 msgid "In Odoo *Subscriptions*, there are two scheduled actions that initiate the billing process for active recurring subscriptions, as well as when billing should stop due to subscription expiration." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:16 msgid "They are turned on, by default and can be deactivated at any time in order to manage subscriptions manually." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:20 msgid "Access scheduled actions" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:23 msgid "In order to access scheduled actions, :ref:`developer mode ` **must** be activated." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:26 msgid "With developer mode activated, navigate to :menuselection:`Settings app --> Technical --> Scheduled Actions`." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:-1 msgid "The scheduled actions option under the technical menu in the Odoo Settings application." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:33 msgid "Doing so reveals a dedicated :guilabel:`Scheduled Actions` dashboard. On this page, there is a complete list of scheduled actions for the entire database." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:36 msgid "From here, enter `Subscription` in the search bar. Doing so provides three subscription-specific results. The following documentation focuses on the last two results in the list:" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:39 msgid ":guilabel:`Sale Subscription: generate recurring invoices and payments`" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:40 msgid ":guilabel:`Sale Subscription: subscriptions expiration`" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:-1 msgid "The subscription-related results on the scheduled actions page in Odoo Settings." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:46 msgid "Determine if a scheduled action is active by looking under the :guilabel:`Active` column, in the it's corresponding row on the :guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the checkbox is green with a check mark, the scheduled action is active." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:50 msgid "If a scheduled action needs to be activated, click into the desired scheduled action from the list." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:-1 msgid "The scheduled action form in the Odoo Settings application." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:55 msgid "Then, from the scheduled action form, toggle the switch in the :guilabel:`Active` field to the right. Doing so turns the switch green, indicating that the scheduled action is now `Active`." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:58 msgid "The ability to set up how often the scheduled action runs is also available on the scheduled action form, in the :guilabel:`Execute Every` field." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:62 msgid "The scheduled action does **not** function correctly if the execution time is less than five minutes. This is a general rule for all scheduled actions." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:65 msgid "For more information, read the :doc:`Frequent Technical Questions ` documentation." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:69 msgid "Generate recurring invoices and payments" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:71 msgid "In order for the :guilabel:`Sale Subscription: generate recurring invoices and payments` scheduled action to properly generate recurring invoices and payments on subscriptions, the *Deferred Expense* and *Deferred Revenue* accounts **must** be set up, in order for Odoo to process various invoices and payments related to subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:76 msgid "To set up *Deferred Expense* and *Deferred Revenue* accounts, navigate to :menuselection:`Accounting app --> Configuration --> Settings`. Both accounts can be configured in the :guilabel:`Default Accounts` section." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:-1 msgid "The necessary deferred account settings in the Odoo Accounting app's settings page." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:84 msgid "Once the correct accounts are entered in the :guilabel:`Deferred Expense` and :guilabel:`Deferred Revenue` drop-down menu fields, click :guilabel:`Save` in the upper-left corner." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:88 msgid "Create invoice" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:90 msgid "Elements related to the :guilabel:`Sale Subscription: generate recurring invoices and payments` scheduled action can be found on confirmed subscription sales orders." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:93 msgid "To examine these elements, open any confirmed sales order in the *Subscriptions* application to reveal the subscription sales order form." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:96 msgid "On a confirmed subscription sales order form, focus on the :guilabel:`Recurring Plan` and :guilabel:`Date of Next Invoice` fields." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:-1 msgid "A confirmed subscription sales order in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:103 msgid "The scheduled action creates an invoice when today's date is the same date as the :guilabel:`Date of Next Invoice`." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:106 msgid "Odoo uses the information in the :guilabel:`Recurring Plan` field to update the next invoice date accordingly." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:110 msgid "If the product invoicing policy is set to *Based on Delivered Quantities (Manual)*, and the delivered quantity is `0`, Odoo does **not** create an invoice, and the customer is not charged." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:113 msgid "Instead, the subscription is processed as a free recurring product, and is reflected as such in the *chatter* of the subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:116 msgid "When this occurs, the following message appears: `Automatic renewal succeeded. Free subscription. Next invoice:[date]. No email sent.`" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:119 msgid "Once the invoice for the subscription sales order is created, the invoice can be viewed by clicking the :guilabel:`Invoices` smart button that appears at the top of the subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:122 msgid "An email is sent to the customer notifying them of the recurring subscription charge, *if* there is a :guilabel:`Payment Token` on the account." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:125 msgid "To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other Info` tab, and look at the :guilabel:`Payment Token` field, under the :guilabel:`Subscription` section." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:-1 msgid "The Payment Token field under the Other Info tab on a subscription sales order form." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:132 msgid "If there is no :guilabel:`Payment Token`, the invoice is created, and sent to the customer. The payment **must** be registered manually in this case." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:136 msgid "Closing invoices" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:138 msgid "The :guilabel:`Sale Subscription: generate recurring invoices and payments` scheduled action also has the ability to close a subscription, if the following conditions are met:" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:141 msgid "If the subscription has no :guilabel:`Payment Token`, create and post the invoice." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:142 msgid "If the subscription has a :guilabel:`Payment Token`, try to charge." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:144 msgid "If the charge is successful, create and post the invoice." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:145 msgid "If the charge fails, send reminders periodically." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:147 msgid "Close the subscription if it continues to fail for more than fourteen days." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:150 msgid "Subscriptions expiration" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:152 msgid "The :guilabel:`Sale Subscription: subscriptions expiration` scheduled action checks for all other conditions that may cause a subscription to close automatically. If certain conditions are met, the scheduled action closes that subscription." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:156 msgid "First, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled action checks to see if the end date has passed, which is configured on the subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:-1 msgid "The expiration date on a subscription sales order in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:163 msgid "Then, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled action checks if the invoice has not been paid within the payment terms deadline." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:166 msgid "To access the invoices attached to a subscription, access the sales order for the subscription product, and click the :guilabel:`Invoices` smart button. Then, look at the :guilabel:`Invoice Date` column." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:-1 msgid "The Invoice Date column on subscriptions invoice page in Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:174 msgid "Unpaid subscriptions with an :guilabel:`Invoice Date` that are past the determined number of days in the :guilabel:`Automatic Closing` field of a :guilabel:`Recurring Plan` are automatically closed by the :guilabel:`Sale Subscription: subscriptions expiration` scheduled action." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:-1 msgid "The Automatic Closing field on a Recurring Plan form in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:182 msgid "For example, if the next invoice date is July 1st, and the :guilabel:`Automatic Closing` is set to '30 Days', the scheduled action would close the subscription on August 1st." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:189 msgid ":doc:`automatic_alerts`" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 #: ../../content/applications/sales/subscriptions/upselling.rst:44 msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "Subscriptions are recurrent, and go on indefinitely. As time passes, customers may want to modify them. With that in mind, it's imperative to have the ability to adapt prices, or change quantities, to accommodate any need. That's where the opportunity to upsell a subscription can come into play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 msgid "Upselling may prove beneficial to the following customer types:" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*Loyal Customers*" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "These are customers who already trust the company/brand, and because they have established a pattern of paying for products/services, there's more confidence behind the attempt to sell them a more expensive product/service." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*New Customers*" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "For brand new customers unfamiliar with the company/brand, a new, attractive tactic must be employed to entice them to purchase a more expensive product/service." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:19 msgid "In these instances, discounts can be useful. Typically, subscriptions end after a certain period of time." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:22 msgid "So, if these more expensive products/services are offered to new customers at a discount, it can result in a sale, while establishing a strong sense of trust between the customer and the company/brand. In turn, this can increase customer retention, as they'll grow more comfortable and trustworthy over time." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:28 msgid "Discount configuration" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:30 msgid "In order to have the ability to upsell a subscription to a new customer, with the aid of a discount, the *Discounts* feature **must** be activated." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:33 msgid "To activate the *Discounts* feature, navigate to :menuselection:`Sales app --> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, and tick the checkbox beside :guilabel:`Discounts`. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:-1 msgid "Activation of the discount option in Odoo Sales." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "With that feature activated, the ability to grant discounts on sales order lines." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:46 msgid "Before upselling a subscription, check out our documentation on how to :doc:`Create a quotation <../subscriptions>` using subscription products." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:49 msgid "When a quotation with a subscription is confirmed, it officially becomes a sales order, and a new subscription is created in the Odoo *Subscriptions* application." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:53 msgid "The subscription sales order **must** be invoiced *before* an upsell can occur." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:55 msgid "When the subscription sales order is opened, either in the *Sales* or *Subscriptions* application, the ability to upsell that subscription is available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:-1 msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "When the :guilabel:`Upsell` button is clicked, a new quotation form appears, with an :guilabel:`Upsell` status banner in the upper-right corner. The initial subscription product is already in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:67 msgid "There is also a warning reminding the user that the recurring products are discounted, according to the prorated period of time, located beneath the initial subscription product in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "The prorated amount is **only** applied to *Service* product types. It is **not** applied to *Consumable* or *Storable* product types, even if the message appears." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:75 msgid "From this new upsell quotation form, add new subscription products in the :guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:-1 msgid "Adding products to your subscription via the upsell option in Odoo Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "Once the desired upsell subscription product(s) have been added, it can be sent to the customer for approval by clicking the :guilabel:`Send by Email` button." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:86 msgid "When the quotation is confirmed by the customer, the upsell products are added to the initial subscription. Quotation prices are then prorated to the remaining time of the current invoicing period." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:91 msgid "Before sending the new quotation to the customer, the unit price, taxes, and even discount can be applied." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:94 msgid "Once the customer approves, click the :guilabel:`Confirm` button on the quotation, making it a sales order. When that's clicked, a :guilabel:`Sales History` smart button appears, displaying how many sales orders are attached to this initial subscription order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:98 msgid "When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a separate page containing a list of the related sales orders, clearly showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:-1 msgid "The related sales order viewable from the Sales History smart button in Odoo Subscriptions." msgstr ""