# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Tiffany Chang, 2024 # diaojiaolou <124412206@qq.com>, 2024 # 稀饭~~ , 2024 # Emily Jia , 2024 # Mandy Choy , 2024 # Wil Odoo, 2025 # Chloe Wang, 2025 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 18.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2025-02-20 16:01+0000\n" "PO-Revision-Date: 2024-10-08 06:34+0000\n" "Last-Translator: Chloe Wang, 2025\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: zh_CN\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/services.rst:5 msgid "Services" msgstr "服务" #: ../../content/applications/services/field_service.rst:8 msgid "Field Service" msgstr "现场服务" #: ../../content/applications/services/field_service.rst:11 msgid "" "`Odoo Tutorials: Field Service `_" msgstr "`Odoo教程：现场服务 `_" #: ../../content/applications/services/field_service/creating_tasks.rst:3 msgid "Creating field service tasks" msgstr "创建现场服务任务" #: ../../content/applications/services/field_service/creating_tasks.rst:5 msgid "" "Tasks in Odoo Field Service can be created manually or automatically, " "including from sales orders or helpdesk tickets." msgstr "Odoo 现场服务中的任务可以手动或自动创建，包括从销售订单或服务台单据中创建。" #: ../../content/applications/services/field_service/creating_tasks.rst:9 #: ../../content/applications/services/project/tasks/task_creation.rst:9 msgid "Manual task creation" msgstr "手动创建任务" #: ../../content/applications/services/field_service/creating_tasks.rst:11 msgid "To create a new field service task:" msgstr "要创建新的现场服务任务：" #: ../../content/applications/services/field_service/creating_tasks.rst:13 msgid "" "Open the Field service app and go to :menuselection:`Field Service --> All " "Tasks --> All Tasks`." msgstr "打开现场服务应用程序，转到 :menuselection:`现场服务 --> 所有任务 --> 所有任务`。" #: ../../content/applications/services/field_service/creating_tasks.rst:14 msgid "Click :guilabel:`New`." msgstr "点击 :guilabel:`新建`。" #: ../../content/applications/services/field_service/creating_tasks.rst:15 msgid "" "Fill in the task title, :guilabel:`Customer` and any other :ref:`optional " "field `, then save manually." msgstr "" "填写任务标题、:guilabel:`客户` 和其他 :ref:`可选字段 `，然后手动保存。" #: ../../content/applications/services/field_service/creating_tasks.rst:19 msgid "Task creation from a sales order" msgstr "根据销售订单创建任务" #: ../../content/applications/services/field_service/creating_tasks.rst:21 msgid "" "This feature allows for field service tasks to be automatically created from" " a sales order. When you create a quotation with the :ref:`service product " "` and confirm it, a task is " "automatically created in your Field Service project. Click the " ":guilabel:`Tasks` smart button to access it from the sales order." msgstr "" "此功能允许根据销售订单自动创建现场服务任务。当您使用 :ref:`服务产品 ` 创建报价单并确认后，您的现场服务项目中将自动创建一个任务。点击 :guilabel:`任务` 智能按钮可从销售订单访问该任务。" #: ../../content/applications/services/field_service/creating_tasks.rst:27 msgid "Task creation from a helpdesk ticket" msgstr "从服务台工单创建任务" #: ../../content/applications/services/field_service/creating_tasks.rst:29 msgid "" "If you have the Helpdesk app installed, you can :ref:`create field service " "tasks from a helpdesk ticket `." msgstr "如果安装了服务台应用程序，则可以 :ref:`从帮助台工单` 创建现场服务任务。" #: ../../content/applications/services/field_service/planning_itinerary.rst:3 msgid "Planning an itinerary" msgstr "规划行程" #: ../../content/applications/services/field_service/planning_itinerary.rst:5 msgid "" "By default, **Odoo Field Service** shows a static map where all task " "locations for the day are pinned. To make it more useful for the field " "service workers, it is possible to display an itinerary on the map using " "MapBox. To do so, enable the **Map Routes** feature as follows:" msgstr "" "默认情况下，**Odoo 现场服务** 显示固定地图，其中固定了当天的所有任务位置。为了使其对现场服务人员更有用，可以使用 MapBox " "在地图上显示行程。要执行此操作，请启用 **地图路线** 功能，如下所示：" #: ../../content/applications/services/field_service/planning_itinerary.rst:9 msgid "" "Create or sign in to a MapBox account using the following link: " "``_." msgstr "使用以下链接创建或登录 MapBox 帐户： ``_。" #: ../../content/applications/services/field_service/planning_itinerary.rst:10 msgid "" "`Create a token `_." msgstr "" "`创建令牌`_。" #: ../../content/applications/services/field_service/planning_itinerary.rst:11 msgid "" "Go to the `Access tokens page on Mapbox `_ and copy your token." msgstr "" "转至 Mapbox 上的访问令牌页面 ` 并复制您的令牌。" #: ../../content/applications/services/field_service/planning_itinerary.rst:13 msgid "" "In Odoo, go to the :guilabel:`Settings` app and scroll down to the " ":guilabel:`Integrations` section. Paste your Mapbox access token in the " ":guilabel:`Token` field under :guilabel:`Map Routes`, and click " ":guilabel:`Save`." msgstr "" "在 Odoo 中，进入 :guilabel:`设置` 应用程序并向下滚动到 :guilabel:`整合` 部分。在 :guilabel:`地图路线` " "下的 :guilabel:`令牌` 字段中粘贴您的 Mapbox 访问令牌，然后点击 :guilabel:`保存`。" #: ../../content/applications/services/field_service/planning_itinerary.rst:18 msgid "Displaying your itinerary on a map" msgstr "在地图上显示您的行程" #: ../../content/applications/services/field_service/planning_itinerary.rst:21 msgid "" "For a field service task to be featured on the map, a **valid address** must" " be provided for the customer." msgstr "要在地图上显示现场服务任务，必须提供客户的 **有效地址**。" #: ../../content/applications/services/field_service/planning_itinerary.rst:24 msgid "" "To display your tasks on a map, go to :menuselection:`Field Service --> My " "Tasks --> Map`. To create your itinerary, Odoo sorts out your field service " "tasks based on their :guilabel:`Planned Date` to show the way from one " "location to the next." msgstr "" "要在地图上显示您的任务，请访问 :menuselection:`现场服务 --> 我的任务 --> 地图`。要创建行程，Odoo " "会根据:guilabel:`计划日期` 对现场服务任务进行排序，以显示从一个地点到下一个地点的路线。" #: ../../content/applications/services/field_service/planning_itinerary.rst:28 msgid "" "To open your itinerary on the Google Maps website or app, click " ":guilabel:`View in Google Maps`. Google Maps includes your current location " "as a starting point for your itinerary." msgstr "" "要在 Google 地图网站或应用程序上打开您的行程，请点击 :guilabel:`在 Google 地图中查看`。Google " "地图会将您的当前位置作为行程的起点。" #: ../../content/applications/services/field_service/planning_itinerary.rst:32 msgid "" "By default, the map shows today’s tasks. Remove the :guilabel:`Today` filter" " in the search bar to display all tasks. Your tasks are then sorted by date " "in the left column." msgstr "" "默认情况下，地图显示的是今天的任务。移除搜索栏中的 :guilabel:`今日` 筛选器可显示所有任务。然后，您的任务会在左栏中按日期排序。" #: ../../content/applications/services/field_service/planning_itinerary.rst:34 msgid "" "Click your task in the left column or the map pin to display the task's " "details. From there, you can :guilabel:`Open` the task or click " ":guilabel:`Navigate to` to get an itinerary from your current location to " "this specific task's location." msgstr "" "点击左侧栏中的任务或地图图钉可显示任务的详细信息。在那里，您可以 :guilabel:`打开` 任务或点击 :guilabel:`导航至` " "获取从当前位置到该特定任务位置的路线。" #: ../../content/applications/services/field_service/product_management.rst:3 msgid "Product management" msgstr "产品管理" #: ../../content/applications/services/field_service/product_management.rst:5 msgid "" "When field service workers perform tasks on-site, they commonly use products" " to complete their work. Odoo Field Service allows them to record these " "products using the **product catalog** and **default warehouse** features. " "Doing so keeps your inventory up-to-date in real-time and automatically adds" " the products to the invoice." msgstr "" "现场服务人员在现场执行任务时，通常会使用产品来完成工作。Odoo 现场服务允许他们使用 **产品目录** 和 **默认仓库** " "功能记录这些产品。这样做可以实时更新库存，并自动将产品添加到发票中。" #: ../../content/applications/services/field_service/product_management.rst:11 msgid "Product catalog" msgstr "产品目录" #: ../../content/applications/services/field_service/product_management.rst:13 msgid "" "To activate the product catalog for Field Service, go to " ":menuselection:`Field Service --> Configuration --> Settings` and enable the" " :guilabel:`Time and Material Invoicing` feature." msgstr "" "要为现场服务激活产品目录，请转到 :menuselection:`现场服务 --> 配置 --> 设置` 并启用 :guilabel:`时间和材料发票`" " 功能。" #: ../../content/applications/services/field_service/product_management.rst:16 msgid "To add products to a task, proceed as follows:" msgstr "要将产品添加到任务，请按照下列步骤操作：" #: ../../content/applications/services/field_service/product_management.rst:18 msgid "Go to Field Service and open a task." msgstr "转到现场服务，并打开一项任务。" #: ../../content/applications/services/field_service/product_management.rst:19 msgid "Click the :guilabel:`Products` smart button." msgstr "点击 :guilabel:`产品` 智能按钮。" #: ../../content/applications/services/field_service/product_management.rst:20 msgid "Click :guilabel:`Add` on a product card to add it to your task." msgstr "点击产品卡上的 :guilabel:`添加` 将其添加到任务中。" #: ../../content/applications/services/field_service/product_management.rst:21 msgid "" "If needed, adjust the number of products using the :guilabel:`-` and " ":guilabel:`+` buttons." msgstr "如有需要，请使用 :guilabel:`-` 和 :guilabel:`+` 按钮调整产品数量。" #: ../../content/applications/services/field_service/product_management.rst:23 msgid "" "Going back to your task, the smart button now displays the amount of " "products you added and the price. You can return to the product catalog at " "any time to edit the product selection." msgstr "回到您的任务，智能按钮现在会显示您添加的产品数量和价格。您可以随时返回产品目录编辑产品选择。" #: ../../content/applications/services/field_service/product_management.rst:27 msgid "" "To create and edit products from Field Service, go to :menuselection:`Field " "Service --> Configuration --> Products`." msgstr "要从现场服务创建和编辑产品，请转到 :menuselection:`现场服务 --> 配置 --> 产品`。" #: ../../content/applications/services/field_service/product_management.rst:29 msgid "" "To find your products more easily, use the search bar and filter your " "products by :guilabel:`Product Category` and :guilabel:`Attributes`." msgstr "要更轻松地查找产品，请使用搜索栏，并按 :guilabel:`产品类别` 和 :guilabel:`属性` 筛选产品。" #: ../../content/applications/services/field_service/product_management.rst:33 msgid "User default warehouse" msgstr "用户默认仓库" #: ../../content/applications/services/field_service/product_management.rst:35 msgid "" "Setting up a **default warehouse** can be useful for field technicians who " "keep a supply on the go in their van or those who always resupply from the " "same warehouse. It also allows field workers to switch between warehouses " "from their profiles." msgstr "" "设置 **默认仓库** " "对于现场技术人员来说非常有用，因为他们在货车中随时备有物资，或者总是从同一个仓库补给。它还允许现场工作人员通过个人资料在仓库之间切换。" #: ../../content/applications/services/field_service/product_management.rst:39 msgid "" "Products in sales orders created during field interventions are always " "pulled from the default warehouse, keeping the inventory accurate." msgstr "现场干预期间创建的销售订单中的产品始终从默认仓库中调取，以保持库存准确。" #: ../../content/applications/services/field_service/product_management.rst:43 msgid ":doc:`../../inventory_and_mrp/inventory`" msgstr ":doc:`../../inventory_and_mrp/inventory`" #: ../../content/applications/services/field_service/product_management.rst:46 #: ../../content/applications/services/field_service/worksheets.rst:15 #: ../../content/applications/services/helpdesk/overview/help_center.rst:15 #: ../../content/applications/services/planning.rst:29 #: ../../content/applications/services/project/project_management.rst:19 #: ../../content/applications/services/project/tasks/recurring_tasks.rst:13 msgid "Configuration" msgstr "配置" #: ../../content/applications/services/field_service/product_management.rst:48 msgid "" "To set up a user default warehouse, the :doc:`storage locations " "<../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>`" " feature needs to be activated in the **Inventory** app. It is also " "necessary to have more than one warehouse in your database." msgstr "" "要设置用户默认仓库，需要在 **库存** 应用程序中激活 " ":doc:`储存位置<.../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations>`" " 功能。数据库中还必须有一个以上的仓库。" #: ../../content/applications/services/field_service/product_management.rst:53 msgid "" "You can either set it up :ref:`for your profile `, or :ref:`for all users `." msgstr "" "您可以为您的配置文件 ` 设置 :ref:`，也可以为所有用户 ` 设置 :ref:`。" #: ../../content/applications/services/field_service/product_management.rst:57 msgid "" ":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations`" msgstr "" ":doc:`../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/use_locations`" #: ../../content/applications/services/field_service/product_management.rst:62 msgid "For your profile" msgstr "" #: ../../content/applications/services/field_service/product_management.rst:64 msgid "" "To set up a default warehouse for yourself, click your **profile icon** in " "the upper right corner of the screen, then, go to :menuselection:`My Profile" " --> Preferences --> Default Warehouse`. Select the default warehouse from " "the drop-down menu." msgstr "" "要为自己设置默认仓库，请单击屏幕右上角的 **配置文件图标**，然后转到 :menuselection:`我的个人资料 --> 偏好 --> " "默认仓库`。从下拉菜单中选择默认仓库。" #: ../../content/applications/services/field_service/product_management.rst:71 msgid "For all users" msgstr "" #: ../../content/applications/services/field_service/product_management.rst:73 msgid "" "To set up a default warehouse for a specific user, go to " ":menuselection:`Settings --> Users --> Manage users`, select a user, then go" " to the :guilabel:`Preferences` tab. Scroll down to :guilabel:`Inventory`, " "and select the default warehouse from the drop-down menu." msgstr "" "要为特定用户设置默认仓库，请进入 :menuselection:`设置 --> 用户 --> 管理用户`，选择一个用户，然后进入 " ":guilabel:`偏好` 选项卡。向下滚动到 :guilabel:`库存`，从下拉菜单中选择默认仓库。" #: ../../content/applications/services/field_service/product_management.rst-1 msgid "Selection of a default warehouse on a user profile." msgstr "在用户配置文件中选择默认仓库。" #: ../../content/applications/services/field_service/product_management.rst:81 msgid "Use in field service tasks" msgstr "用于现场服务任务" #: ../../content/applications/services/field_service/product_management.rst:83 msgid "" "Once a default warehouse has been configured for a user, the materials used " "for a sales order related to a Field Service task are pulled from that " "specific warehouse. Open the related sales order, go to the :guilabel:`Other" " Info` tab, then scroll down to :guilabel:`Delivery`. The default warehouse " "is applied correctly." msgstr "" "一旦为用户配置了默认仓库，与现场服务任务相关的销售订单所使用的物料就会从该特定仓库中提取。打开相关销售订单，转到 :guilabel:`其他信息` " "选项卡，然后向下滚动到 :guilabel:`送货`。默认仓库已正确应用。" #: ../../content/applications/services/field_service/product_management.rst:88 msgid "" "Once the Field Service task is marked as done, the stock of the default " "warehouse is automatically updated." msgstr "一旦现场服务任务被标记为已完成，默认仓库的库存就会自动更新。" #: ../../content/applications/services/field_service/worksheets.rst:3 msgid "Worksheets" msgstr "工时单" #: ../../content/applications/services/field_service/worksheets.rst:5 msgid "" "**Worksheets** help your field service workers perform and report their on-" "site tasks. They can feature various information, such as instructions, to-" "do lists, etc. You can also format your worksheet using checkboxes, bullet " "points, blank fields to fill in, HTML, and add files, images, links, and " "more." msgstr "" "**工作表** " "帮助您的现场服务人员执行和报告现场任务。它们可以包含各种信息，例如说明、待办事项列表等。您还可以使用复选框、项目符号、要填写的空白字段、HTML " "来格式化工作表，并添加文件、图像、链接等。" #: ../../content/applications/services/field_service/worksheets.rst:10 msgid "" "It is common for businesses to have their workers perform the same type of " "field service repeatedly. Making custom **worksheet templates** eliminates " "the need to recreate the same worksheet each time you plan a similar field " "service task." msgstr "" "对于企业来说，让员工重复执行相同类型的现场服务是很常见的。通过制作自定义 " "**工作表模板**，您无需在每次规划类似的现场服务任务时，重新创建相同的工作表。" #: ../../content/applications/services/field_service/worksheets.rst:17 msgid "" "To use worksheets in Field Service, go to :menuselection:`Field Service --> " "Configuration --> Settings`, enable the :guilabel:`Worksheets` feature, and " "click :guilabel:`Save`." msgstr "" "要在现场服务中使用工作表，请转到 :menuselection:`现场服务 --> 配置 --> 设置`，启用 :guilabel:`工作表` " "功能，然后点击 :guilabel:`保存`。" #: ../../content/applications/services/field_service/worksheets.rst:21 msgid "" "Worksheet templates are designed using **Studio**. Enabling the " ":guilabel:`Worksheets` feature automatically installs the **Studio** app, " "which may impact your price plan." msgstr "" "工作表模板是使用 **Studio** 设计的。启用 :guilabel:`工作表` 功能会自动安装 **Studio** " "应用程序，这可能会影响您的价格计划。" #: ../../content/applications/services/field_service/worksheets.rst:25 msgid "Create a worksheet template" msgstr "创建工作表模板" #: ../../content/applications/services/field_service/worksheets.rst:27 msgid "" "To create your **worksheet templates**, go to :menuselection:`Field Service " "--> Configuration --> Worksheet Templates`. Click :guilabel:`New` and give " "your worksheet template a name. Manually save, then click :guilabel:`Design " "Template` to open **Studio** and customize your worksheet template." msgstr "" "要创建**工作表模板**，请访问 :menuselection:`现场服务 --> 配置 --> 工作表模板`。点击 " ":guilabel:`新建`，为工作表模板命名。手动保存，然后点击 :guilabel:`设计模板` 打开 **Studio**，自定义工作表模板。" #: ../../content/applications/services/field_service/worksheets.rst:31 msgid "" "In Studio, drag and drop the desired fields from the left column into your " "worksheet on the right. To rearrange the fields on the worksheet, drag and " "drop them in the desired order. Click a field to customize its " ":ref:`properties `." msgstr "" "在 Studio 中，将所需字段从左侧栏拖放到右侧的工作表中。要重新排列工作表中的字段，请按所需顺序拖放。点击字段以自定义其 :ref:`属性 " "`。" #: ../../content/applications/services/field_service/worksheets.rst:35 msgid "" "When your worksheet template is complete, click :guilabel:`Close` in the top" " right corner of the page to leave **Studio**." msgstr "工作表模板完成后，点击页面右上角的 :guilabel:`关闭`，离开 **Studio**。" #: ../../content/applications/services/field_service/worksheets.rst:39 msgid ":doc:`Fields and widgets in Studio <../../studio/fields>`" msgstr ":doc:`Studio 中的字段和小部件 <../../studio/fields>`" #: ../../content/applications/services/field_service/worksheets.rst:42 msgid "Add a worksheet template to a field service task" msgstr "为现场服务任务添加工作表模板" #: ../../content/applications/services/field_service/worksheets.rst:44 msgid "" "Go to your field service task, select a :guilabel:`Worksheet Template`, and " "click :guilabel:`Save`." msgstr "转到您的现场服务任务，选择 :guilabel:`工作表模板`，然后点击 :guilabel:`保存`。" #: ../../content/applications/services/field_service/worksheets.rst:46 msgid "" "By default, the :guilabel:`Default Worksheet` template is selected. To " "define another default worksheet template, click the :guilabel:`➔` " "(:guilabel:`Internal link`) icon that appears when you hover your mouse over" " the :guilabel:`Project` field on the task form." msgstr "" "默认情况下，选择 :guilabel:`默认工作表` 模板。要定义另一个默认工作表模板，请点击将鼠标悬停在任务窗体的 :guilabel:`➔` " "（:guilabel:`内部链接`）字段上时出现的 :guilabel:` 项目` 图标。" #: ../../content/applications/services/field_service/worksheets.rst-1 msgid "Mouse on project name to setup default worksheet template" msgstr "鼠标点击项目名称可设置默认工作表模板" #: ../../content/applications/services/field_service/worksheets.rst:54 msgid "" "Then, in the :guilabel:`Settings` tab, scroll down to the :guilabel:`Field " "service` section and select the :guilabel:`Worksheet Template` you want to " "set up as default." msgstr "" "然后，在 :guilabel:`设置` 选项卡中，向下滚动到 :guilabel:`现场服务` 部分，选择要设置为默认的 " ":guilabel:`工作表模板`。" #: ../../content/applications/services/field_service/worksheets.rst:58 msgid "Use worksheets on site" msgstr "现场使用工作表" #: ../../content/applications/services/field_service/worksheets.rst:60 msgid "" "To complete the worksheet on site, access the task and click the " ":guilabel:`Worksheet` smart button." msgstr "要在现场完成工作表，请访问任务并点击 :guilabel:`工作表` 智能按钮。" #: ../../content/applications/services/field_service/worksheets.rst:63 msgid "" "As soon as you save a worksheet, the label of the :guilabel:`Worksheet` " "smart button on the task changes to :guilabel:`Worksheet Complete` instead, " "even if some fields are left blank." msgstr "保存工作表后，任务上的 :guilabel:`工作表` 智能按钮的标签将变为 :guilabel:`工作表完成`，即使某些字段留空。" #: ../../content/applications/services/field_service/worksheets.rst:66 msgid "" "Any field defined as :guilabel:`Required` has to be filled for a worksheet " "to be saved." msgstr "要保存工作表，必须填写定义为 :guilabel:`必填` 的任何字段。" #: ../../content/applications/services/helpdesk.rst:6 msgid "Helpdesk" msgstr "服务台" #: ../../content/applications/services/helpdesk.rst:8 msgid "" "Odoo **Helpdesk** is a ticket-based customer support application. Multiple " "teams can be configured and managed in one dashboard, each with their own " "pipeline for tickets submitted by customers. Pipelines are organized in " "customizable stages that enable teams to track, prioritize, and solve " "customer issues quickly and efficiently." msgstr "" "Odoo **服务台** " "是一款基于工单的客户支持应用程序。可在一个仪表板中配置和管理多个团队，每个团队都有自己的管道来处理客户提交的工单。管道按可定制的阶段组织，使团队能够快速高效地追踪、优先处理和解决客户问题。" #: ../../content/applications/services/helpdesk.rst:14 msgid "Create a Helpdesk team" msgstr "创建服务台团队" #: ../../content/applications/services/helpdesk.rst:16 msgid "" "To view or modify **Helpdesk** teams, go to :menuselection:`Helpdesk app -->" " Configuration --> Helpdesk Teams`. To create a new team, click the " ":guilabel:`New` button on the top-left of the dashboard." msgstr "" "要查看或修改 **服务台** 团队，请访问 :menuselection:`服务台应用程序 --> 配置 --> " "服务台团队`。要创建新团队，请点击仪表板左上角的 :guilabel:`新建` 按钮。" #: ../../content/applications/services/helpdesk.rst-1 msgid "View of the Helpdesk teams page in Odoo Helpdesk." msgstr "Odoo 服务台团队页面视图。" #: ../../content/applications/services/helpdesk.rst:23 msgid "" "On the blank Helpdesk team form, enter a :guilabel:`Name` for the new team. " "Then, enter a description of the team in the field below the team name, if " "desired. To change the company this team is assigned to, select it from the " ":guilabel:`Company` drop-down menu." msgstr "" "在空白的服务台团队表单中，输入新团队的 :guilabel:`名称` " "。然后，如果需要，在团队名称下面的字段中输入团队描述。要更改分配给该团队的公司，请从 :guilabel:`公司` 下拉菜单中选择。" #: ../../content/applications/services/helpdesk.rst:28 msgid "" "The team description is published on the public facing :doc:`website form " "`, where customers and portal users " "submit tickets. The description included in this field should **not** " "include any information that is for internal use only." msgstr "" "团队描述发布在面向公众的 :doc:`网站表单 ` " "上，客户和门户用户在此提交工单。此字段中的描述**不应**包含任何仅供内部使用的信息。" #: ../../content/applications/services/helpdesk.rst:0 msgid "" "View of a Helpdesk team's website form displaying the team description." msgstr "显示团队描述的服务台团队网站表格视图。" #: ../../content/applications/services/helpdesk.rst:37 msgid "Visibility & Assignment" msgstr "可见性和分配" #: ../../content/applications/services/helpdesk.rst:39 msgid "" "The *Visibility* settings alter which internal users and portal users have " "access to this team and its tickets. The *Assignment* settings alter how " "users are assigned to handle each ticket." msgstr "*可见性*设置决定哪些内部用户和门户用户能访问这个团队和其工单。*分配*设置决定如何将用户分配给处理各个工单。" #: ../../content/applications/services/helpdesk.rst:43 msgid "Determine team visibility" msgstr "确定团队能见度" #: ../../content/applications/services/helpdesk.rst:45 msgid "" "Under the :guilabel:`Visibility` section, select one of the following " "options to determine who can view this team and its tickets:" msgstr "在 :guilabel:`可见性` 部分，选择以下选项之一，以确定谁可以查看此团队及其工单：" #: ../../content/applications/services/helpdesk.rst:48 msgid "" ":guilabel:`Invited internal users (private)`: Internal users can access the " "team and the tickets they are following. This access can be modified on each" " ticket individually by adding or removing the user as a follower. Internal " "users are considered *invited* once they are added as followers to an " "individual ticket, or :ref:`to the team itself `." msgstr "" ":guilabel:`已邀请的内部用户（私人）`：内部用户可以访问团队和他们关注的工单。可以通过添加或删除用户的关注者身份，在每个工单上单独修改此访问权限。内部用户一旦被添加为单个工单的关注者，或" " :ref:`团队本身 `，即被视为 *已邀请*。" #: ../../content/applications/services/helpdesk.rst:52 msgid "" ":guilabel:`All internal users (company)`: All internal users can access the " "team and all of its tickets." msgstr ":guilabel:`所有内部用户（公司）`：所有内部用户都可以访问团队及其所有工单。" #: ../../content/applications/services/helpdesk.rst:54 msgid "" ":guilabel:`Invited portal users and all internal users (public)`: All " "internal users can access the team and all of its tickets. Portal users can " "only access the tickets they are following." msgstr ":guilabel:`邀请的门户用户和所有内部用户（公开）`：所有内部用户都可以访问团队及其所有工单。门户用户只能访问他们关注的工单。" #: ../../content/applications/services/helpdesk.rst:58 msgid "" "A `Customer Support` team, meant to handle general shipping and product " "issues, would have the visibility set on :guilabel:`Invited portal users and" " all internal users`." msgstr "`客户支持` 团队旨在处理一般发货和产品问题，其可见性设置为 :guilabel:`已邀请的门户用户和所有内部用户`。" #: ../../content/applications/services/helpdesk.rst:61 msgid "" "At the same time, a `Financial Services` team handling tickets related to " "accounting or tax information would only need to be visible to " ":guilabel:`Invited internal users`." msgstr "同时，处理会计或税务信息相关工单的 `财务服务` 团队只需让 :guilabel:`已邀请的内部用户` 可见。" #: ../../content/applications/services/helpdesk.rst:65 msgid "" "A team's visibility can be altered after the initial configuration. However," " if the team changes from *Invited portal users and all internal users " "(public)* access to either *Invited internal users (private)* or *All " "internal users (company)*-only access, portal users are removed as followers" " from both the team, and from individual tickets." msgstr "" "团队的可见性可以在初始配置后更改。但是，如果团队的访问权限从 *邀请的门户用户和所有内部用户（公开）* 变更为 *邀请的内部用户（私密）* 或 " "*所有内部用户（公司）*，门户用户作为追随者的身份就会从团队和单个工单中移除。" #: ../../content/applications/services/helpdesk.rst:73 msgid "Follow all team's tickets" msgstr "关注所有团队的工单" #: ../../content/applications/services/helpdesk.rst:75 msgid "" "If a user should be notified about any updates regarding tickets for this " "team, select their name from the :guilabel:`Followers` drop-down menu, " "located in the :guilabel:`Follow All Team's Tickets` field. Multiple users " "can be selected to follow a single team." msgstr "" "如果用户应收到有关该团队工单更新的通知，请从 :guilabel:`关注者` 下拉菜单（位于 :guilabel:`关注所有团队的工单` " "字段）中选择他们的名称。可以选择多个用户关注一个团队。" #: ../../content/applications/services/helpdesk.rst:80 msgid "" "External contacts can be selected in the :guilabel:`Followers` field. If the" " team's visibility is set to :guilabel:`Invited internal users (private)`, " "followers are notified about updates to the team's tickets, but are **not** " "able to view them in the portal." msgstr "" "可在 :guilabel:`关注者` 字段中选择外部联系人。如果团队的可见性设置为 " ":guilabel:`已邀请的内部用户（私人）`，则关注者会收到团队工单更新的通知，但**不能**在门户中查看。" #: ../../content/applications/services/helpdesk.rst:85 msgid "Automatically assign new tickets" msgstr "自动分配新工单" #: ../../content/applications/services/helpdesk.rst:87 msgid "" "When tickets are received, they need to be assigned to a member of the team." " This is done either manually on each individual ticket, or through " ":guilabel:`Automatic Assignment`. Check the :guilabel:`Automatic Assignment`" " checkbox to enable this feature for the team." msgstr "" "收到工单后，需要将其分配给团队成员。这可以在每个工单上手动完成，也可以通过 :guilabel:`自动分配` 来完成。选中 " ":guilabel:`自动分配` 复选框可为团队启用此功能。" #: ../../content/applications/services/helpdesk.rst-1 msgid "" "View of a Helpdesk team settings page emphasizing the automatic assignment features in Odoo\n" "Helpdesk." msgstr "帮助台团队设置页面，重点放在 Odoo 服务台的自动分配功能。" #: ../../content/applications/services/helpdesk.rst:95 msgid "" "Select one of the following assignment methods, based on how the workload " "should be allocated across the team:" msgstr "根据如何在团队中分配工作量，从以下分配方法中选择一种：" #: ../../content/applications/services/helpdesk.rst:98 msgid "" ":guilabel:`Each user is assigned an equal number of tickets`: Tickets are " "assigned to team members based on total ticket count, regardless of the " "number of open or closed tickets they are currently assigned." msgstr ":guilabel:`每个用户分配的工单数量相等`：工单是根据总工单数量分配给团队成员的，而不论他们当前被分配的未完成或已完成工单数量。" #: ../../content/applications/services/helpdesk.rst:101 msgid "" ":guilabel:`Each user has an equal number of open tickets`: Tickets are " "assigned to team members based on how many open tickets they are currently " "assigned." msgstr ":guilabel:`每位用户未完成工单数量相同`：根据团队成员当前分配到的未结工单数量，将工单分配给他们。" #: ../../content/applications/services/helpdesk.rst:105 msgid "" "When :guilabel:`Each user is assigned an equal number of tickets` is " "selected, the overall number of tickets assigned to team members is the " "same, but it does **not** consider the current workload." msgstr "当选择 :guilabel:`每个用户分配的工单数量相等` 时，分配给团队成员的工单总数是相同的，但 **不会** 考虑当前的工作量。" #: ../../content/applications/services/helpdesk.rst:109 msgid "" "When :guilabel:`Each user has an equal number of open tickets` is selected, " "it ensures a balanced workload among team members, as it takes the current " "number of active tickets into account." msgstr "选择 :guilabel:`每个用户都有相同数量的开放工单` 时，由于会考虑当前活跃工单的数量，因此可确保团队成员之间的工作量平衡。" #: ../../content/applications/services/helpdesk.rst:112 msgid "" "Finally, add the :guilabel:`Team Members` who are to be assigned tickets for" " this team. Leave the field empty to include all employees who have the " "proper assignments and access rights configured in their user account " "settings." msgstr "" "最后，添加将为该团队分配工单的 :guilabel:`团队成员`。将该字段留空，以包括在其用户账户设置中配置了适当分配和访问权限的所有员工。" #: ../../content/applications/services/helpdesk.rst:117 msgid "" "If an employee has time off scheduled in the **Time Off** application, they " "are **not** assigned tickets during that time. If no employees are " "available, the system looks ahead until there is a match." msgstr "如果员工在 **休假** 应用程序中安排了休假时间，则不会在该时间内分配工单。如果没有可用的员工，系统会向前查找，直到有匹配的员工为止。" #: ../../content/applications/services/helpdesk.rst:122 msgid ":ref:`Manage users `" msgstr ":ref:`管理用户 `" #: ../../content/applications/services/helpdesk.rst:123 msgid ":doc:`Access rights <../general/users/access_rights>`" msgstr ":doc:`访问权限 <../general/users/access_rights>`" #: ../../content/applications/services/helpdesk.rst:126 msgid "Merge tickets" msgstr "合并工单" #: ../../content/applications/services/helpdesk.rst:128 msgid "" "If duplicate tickets are found in **Helpdesk**, they can be combined into a " "single ticket using the *merge* feature." msgstr "如果在 **服务台** 中发现重复的工单，可使用 *合并* 功能将它们合并为一张工单。" #: ../../content/applications/services/helpdesk.rst:132 msgid "" "The *merge* feature is **only** accessible if the :doc:`Data Cleaning " "<../productivity/data_cleaning>` application is installed on the database." msgstr "" "**只有**在数据库上安装了 :doc:`数据清理 <../productivity/data_cleaning>` 应用程序，才能访问 *合并* " "功能。" #: ../../content/applications/services/helpdesk.rst:135 msgid "" "To merge two or more tickets, navigate to :menuselection:`Helpdesk app --> " "Tickets --> All Tickets`. Identify the tickets to be merged, and tick the " "checkbox at the far-left of each ticket to select them. Then, click the " ":icon:`fa-cog` :guilabel:`Actions` icon, and select :guilabel:`Merge` from " "the drop-down menu. Doing so opens a new page where the selected tickets are" " listed with their :guilabel:`Similarity` rating. From here, click either " ":ref:`Merge ` to combine the tickets, or " ":guilabel:`DISCARD`." msgstr "" "要合并两个或多个工单，请导航至 :menuselection:`服务台应用程序 --> 工单 --> " "所有工单`。确定要合并的工单，勾选每张工单最左侧的复选框，以选中它们。然后，点击 :icon:`fa-cog` :guilabel:`Actions` " "图标，并从下拉菜单中选择 :guilabel:`合并`。这样做会打开一个新页面，其中列出了所选工单及其 :guilabel:`相似性` " "评级。在此处，点击 :ref:`合并 ` 合并工单，或 :guilabel:`丢弃`。" #: ../../content/applications/services/helpdesk.rst:143 msgid "Convert tickets to opportunities" msgstr "将工单转化为商机" #: ../../content/applications/services/helpdesk.rst:145 msgid "" "Some tickets may be better handled by the sales team, rather than the " "support team. In this case, tickets can be converted to *opportunities* and " "assigned to a sales team for follow-up." msgstr "有些工单可能更适合由销售团队而不是支持团队来处理。在这种情况下，可将工单转换为*商机*，并分配给销售团队进行跟进。" #: ../../content/applications/services/helpdesk.rst:149 msgid "" "This feature is **only** available if the :doc:`CRM <../sales/crm>` app is " "installed." msgstr "**只有**安装了 :doc:`客户关系管理 <../sales/crm>` 应用程序，才能使用此功能。" #: ../../content/applications/services/helpdesk.rst:151 msgid "" "To convert a ticket to an opportunity, first navigate to a ticket, either " "from a team's pipeline, or by navigating to :menuselection:`Helpdesk app -->" " Tickets` and clicking a ticket to open it." msgstr "" "要将工单转换为商机，首先要从团队管道导航到工单，或导航到 :menuselection:`服务台应用程序 --> 工单` 并点击工单打开它。" #: ../../content/applications/services/helpdesk.rst:154 msgid "" "At the top of the ticket, click the :guilabel:`Convert to Opportunity` " "button." msgstr "在工单顶部，点击 :guilabel:`转换为商机` 按钮。" #: ../../content/applications/services/helpdesk.rst:157 msgid "" "If :doc:`leads <../sales/crm/acquire_leads/convert>` are enabled on the " "**CRM** app, tickets are converted to *leads*, and the button reads " ":guilabel:`Convert to Lead`." msgstr "" "如果在 **客户关系管理** 应用程序上启用 :doc:`商机 <../sales/crm/acquire_leads/convert>` " "，工单将转换为 *商机*，按钮内容为 :guilabel:`转换为商机`。" #: ../../content/applications/services/helpdesk.rst:160 msgid "" "This opens the :guilabel:`Convert to Opportunity` pop-up. Fill in or select " "the following information on the pop-up:" msgstr "这将打开 :guilabel:`转换为商机` 弹出窗口。在弹出窗口中填写或选择以下信息：" #: ../../content/applications/services/helpdesk.rst:163 msgid "" ":guilabel:`Customer`: Select whether to :guilabel:`Create a new customer`, " ":guilabel:`Link to an existing customer`, or :guilabel:`Do not link to a " "customer`. If :guilabel:`Link to a customer` is chosen, select the " "appropriate customer name from the :guilabel:`Customer` drop-down." msgstr "" ":guilabel:`客户`：选择是否 :guilabel:`创建新客户`、:guilabel:`链接到现有客户`或 " ":guilabel:`不链接到客户`。如果选择 :guilabel:`链接到客户`，请从 :guilabel:` 客户` 下拉菜单中选择适当的客户名称。" #: ../../content/applications/services/helpdesk.rst:167 msgid "" ":guilabel:`Sales Team`: Specify which :guilabel:`Sales Team` and " ":guilabel:`Salesperson` this created opportunity is assigned to." msgstr ":guilabel:`销售团队`：指定分配给哪个 :guilabel:`销售团队` 和 :guilabel:`销售人员`。" #: ../../content/applications/services/helpdesk.rst-1 msgid "The convert to opportunity pop-up window." msgstr "转换为商机弹出窗口。" #: ../../content/applications/services/helpdesk.rst:173 msgid "" "After completing the form, click :guilabel:`Convert to Opportunity`. Doing " "so creates a new opportunity in the **CRM** app. The original ticket is " "linked in the chatter of the new opportunity for traceability." msgstr "" "填写表格后，点击 :guilabel:`转换为商机`。这样就在 **客户关系管理** " "应用程序中创建了一个新商机。原始工单会链接到新商机的聊天记录中，以便追踪。" #: ../../content/applications/services/helpdesk.rst:178 msgid "" "After the ticket is converted to an opportunity, the ticket is archived." msgstr "在工单转换为商机后，工单将被存档。" #: ../../content/applications/services/helpdesk.rst:181 msgid "`Odoo Tutorials: Helpdesk `_" msgstr "`Odoo教程：帮助台`_" #: ../../content/applications/services/helpdesk/advanced.rst:5 msgid "Advanced" msgstr "高级" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:3 msgid "After-Sales services" msgstr "售后服务" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:5 msgid "" "*After-Sales* services can be configured in the *Helpdesk* application for " "individual teams. Once enabled, users can :ref:`issue refunds " "`, :ref:`generate coupons `, " ":ref:`process returns `, and :ref:`schedule repairs " "` or :ref:`field service interventions ` " "directly from a ticket." msgstr "" "可在*服务台*应用程序中为各个团队配置*售后*服务。启用后，用户可直接从工单中:ref:`签发退款`、:ref:`生成优惠券`、:ref:`处理退货`和:ref:`安排维修`或:ref:`现场服务干预`。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:11 msgid "Set up after-sales services" msgstr "设置售后服务" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:13 msgid "" "Start by enabling the after-sales services on a specific *Helpdesk* team, by" " going to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`" " and click on the team the services should be applied to. Then, scroll to " "the :guilabel:`After-Sales` section on the team's settings page, and choose " "which of the following options to enable:" msgstr "" "首先在特定*服务台*团队上启用售后服务，方法是进入:menuselection:`服务台应用程序 --> 配置 --> " "服务台团队`，点击服务应适用的团队。然后，滚动到团队设置页面上的 :guilabel:`售后` 部分，选择要启用的以下选项：" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:18 msgid "" ":guilabel:`Refunds`: issues credit notes to refund a customer, or adjust the" " remaining amount due." msgstr ":guilabel:`退款`：签发贷方票据，向客户退款，或调整剩余应付金额。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:19 msgid "" ":guilabel:`Coupons`: offers discounts and free products through an existing " "coupon program." msgstr ":guilabel:`优惠券`：通过现有的优惠券计划提供折扣和免费产品。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:20 msgid "" ":guilabel:`Returns`: initiates a product return from a customer through a " "reverse transfer." msgstr ":guilabel:`退货`：通过反向转移从客户处发起产品退货。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:21 msgid "" ":guilabel:`Repairs`: creates repair orders for broken or faulty products." msgstr ":guilabel:`维修`：为损坏或有问题的产品创建维修订单。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:22 msgid "" ":guilabel:`Field Service`: plans onsite intervention through the *Field " "Service* application." msgstr "guilabel:`现场服务`：计划通过*现场服务*应用程序进行现场干预。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:27 msgid "" "The services that are enabled can vary based on the type of support a team " "provides." msgstr "启用的服务可根据团队提供的支持类型而有所不同。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:30 msgid "" "Since all the after-sales services in Odoo require integration with other " "applications, enabling any of them may result in the installation of " "additional modules or applications. Installing a new application on a One-" "App-Free database triggers a 15-day trial. At the end of the trial, if a " "paid subscription has not been added to the database, it will no longer be " "accessible." msgstr "" "由于 Odoo " "中的所有售后服务都需要与其他应用程序整合，因此启用其中任何一项服务都可能导致安装额外的模块或应用程序。在“单一应用程序免费”数据库上安装新应用程序，会触发" " 15 天的试用期。试用期结束时，如果数据库中尚未添加付费订阅，则将无法再访问该数据库。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:38 msgid "Issue refund with credit note" msgstr "出具退款和贷记单据" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:40 msgid "" "A *credit note* is a document issued to a customer informing them that they " "have been credited a certain amount of money. They can be used to provide a " "full refund to a customer, or to adjust any remaining amount due. While they" " are usually created through the *Accounting* or *Invoicing* applications, " "they can be created through a *Helpdesk* ticket, as well." msgstr "" "*贷记单据*是向客户出具的一份文件，通知客户已将一定金额贷记给他们。可用于向客户提供全额退款，或调整任何剩余应付金额。通常通过*会计*或*发票*应用程序创建，也可以通过*服务台*票据创建。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:46 msgid "Invoices **must** be posted before a credit note can be generated." msgstr "在生成贷记单据之前，发票**必须**已入账。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:48 msgid "" "To create a credit note, navigate to a ticket on the " ":menuselection:`Helpdesk app`, and click the :guilabel:`Refund` button in " "the top-left corner of the ticket form. This opens a :guilabel:`Refund` pop-" "up window." msgstr "" "要创建贷记单据，请导航至 :menuselection:`服务台应用程序` 上的工单，然后点击工单表单左上角的 :guilabel:`退款` " "按钮。这将打开一个 :guilabel:`退款` 弹出窗口。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of a refund creation page." msgstr "创建退款页面视图。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:56 #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:216 msgid "Fill out the fields with the necessary information:" msgstr "填写必要的信息：" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:58 msgid "" ":guilabel:`Sales Order`: if a sales order was referenced on the original " "ticket, it automatically populates in this field." msgstr ":guilabel:`销售订单`：如果原始工单中引用了销售订单，则该字段将自动填充。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:60 msgid "" ":guilabel:`Product`: the product the ticket is about. If an item is selected" " in this field, only the sales orders, deliveries, and invoices including " "this product can be selected." msgstr ":guilabel:`产品`：工单涉及的产品。如果在此字段中选择了一个产品，则只能选择包含此产品的销售订单、交货和发票。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:62 msgid "" ":guilabel:`Lot/Serial Number`: this field is **only** visible if the " ":guilabel:`Product` selected has associated lot or serial numbers." msgstr ":guilabel:`批次/序列号`：**只有**当所选 :guilabel:`产品`具有相关批次或序列号时，该字段才可见。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:64 msgid "" ":guilabel:`Invoices to Refund`: this field is **required**. If no invoices " "are available in the drop-down, it indicates this customer currently has no " "posted invoices, or the :guilabel:`Product` has no related invoices." msgstr "" ":guilabel:`要退款的发票`：此字段为**必填**。如果下拉菜单中没有发票，则表示该客户目前没有已对账的发票，或者 :guilabel:`产品`" " 没有相关发票。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:67 msgid "" ":guilabel:`Reason displayed on Credit Note`: this field automatically " "populates with the ticket number, though it can be edited with additional " "information." msgstr ":guilabel:`贷记单据上显示的原因`：该字段会自动填入工单编号，但也可以编辑其他信息。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:69 msgid "" ":guilabel:`Journal`: the accounting journal where the credit note should be " "posted. After an invoice is selected, this field defaults to the journal " "listed on the original invoice, though it can be changed, if necessary." msgstr ":guilabel:`日记账`：贷记单据应入账的会计分录。选择发票后，此字段默认为原始发票上列出的日记账，但必要时可以更改。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:72 msgid "" ":guilabel:`Reversal date`: when this field is clicked, use the pop-up " "calendar that appears to select a date for the credit note invoice. This " "field is **required**." msgstr ":guilabel:`撤销日期`：点击此字段时，使用弹出的日历选择贷记单据的日期。此字段为**必填**。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:75 msgid "" "After the necessary fields are filled in, click :guilabel:`Reverse` or " ":guilabel:`Reverse and Create Invoice`." msgstr "填写必要字段后，点击 :guilabel:`撤销` 或 :guilabel:`撤销并创建发票`。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:78 msgid "" ":guilabel:`Reverse` creates a credit note in a draft state that can be " "edited before it is posted. This option can be used to provide a partial " "refund." msgstr ":guilabel:`撤销` 在草稿状态下创建贷记，可在发布前进行编辑。此选项可用于提供部分退款。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:81 msgid "" ":guilabel:`Reverse and Create Invoice` creates a credit note that is " "automatically posted as well as an invoice in a draft state. The invoice " "contains the same information as the original invoice, though this " "information can be altered." msgstr ":guilabel:`撤销并创建发票` 创建自动入账的贷记单据以及草稿状态的发票。发票包含与原始发票相同的信息，但这些信息可以更改。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:85 msgid "" "Once the credit note has been posted, a :guilabel:`Credit Notes` smart " "button is added to the *Helpdesk* ticket." msgstr "贷记单据发布后，*服务台* 工单上会添加一个 :guilabel:`贷记单据` 智能按钮。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of smart buttons on a ticket focusing on the credit note button." msgstr "工单中的贷项凭单智能按钮视图。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:93 msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" msgstr ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:98 msgid "Generate coupons from a ticket" msgstr "从工单发放优惠券" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:100 msgid "" "Coupons can be used to alter the price of products or orders. Conditional " "rules define the usage constraints of a coupon. *Coupon Programs* are " "configured in the *Sales*, *Point of Sale*, or *Website* applications." msgstr "优惠券可用于改变产品或订单的价格。条件规则定义了优惠券的使用限制。*优惠券程序*在*销售*、*POS*或*网站*应用程序中配置。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:105 msgid "" "The *eCommerce* module **must** be installed to create coupon codes from the" " *Website*." msgstr "必须安装**电子商务*模块，才能从*网站*创建优惠券代码。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:107 msgid "" "To generate a coupon, open a *Helpdesk* ticket and click on the " ":guilabel:`Coupon` button in the top-left corner. Select an option from the " ":guilabel:`Coupon Program` drop-down menu in the :guilabel:`Generate a " "Coupon` pop-up window that appears." msgstr "" "要生成优惠券，请打开*服务台*工单并点击左上角的 :guilabel:`优惠券`按钮。在弹出的 :guilabel:`生成优惠券` 窗口中，从 " ":guilabel:`优惠券项目` 下拉菜单中选择一个选项。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of a coupon generation window." msgstr "优惠券生成窗口视图。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:116 msgid "" "To create a new :guilabel:`Coupon Program`, navigate to " ":menuselection:`Sales app --> Products --> Discount & Loyalty` and click " ":guilabel:`New`. To make the program available to share with *Helpdesk* " "customers, the :guilabel:`Program Type` **must** be set to " ":guilabel:`Coupons`. This generates single-use coupon codes that grant " "immediate access to rewards and discounts." msgstr "" "要创建新的 :guilabel:`优惠券计划`，请导航至 :menuselection:`销售应用程序 --> 产品 --> 折扣和忠诚度`，然后点击 " ":guilabel:`新建`。要与*服务台*客户共享该计划，**必须**将 :guilabel:`项目类型`设置为 " ":guilabel:`优惠券`。这将生成一次性使用的优惠券代码，可立即获得奖励和折扣。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:121 msgid "" "Coupon programs can also be created in the *Point of Sale* application or " "*Website* application. Refer to :doc:`discount and loyalty programs " "<../../../sales/sales/products_prices/loyalty_discount>` for more " "information." msgstr "" "优惠券计划也可以在 *销售点* 应用程序或 *网站* 应用程序中创建。更多信息请参阅 " ":doc:`折扣和会员计划<.../../../sales/sales/products_prices/loyalty_discount>` 。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:125 msgid "" "Click on the :guilabel:`Valid Until` field, and use the pop-up calendar to " "select an expiration date for this coupon code. If this field is left blank," " the code does **not** expire." msgstr "点击 :guilabel:`有效直至` 字段，使用弹出的日历为优惠券代码选择有效期。如果该字段留空，则优惠券代码**不会**过期。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:128 msgid "" "Click :guilabel:`Send by Email` to compose an email to send to the customer " "with the coupon code." msgstr "点击 :guilabel:`通过电子邮件发送` 撰写电子邮件，将优惠券代码发送给客户。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:131 msgid "" "When emailing a coupon code, **all** the followers of the ticket are added " "as recipients to the email. Additional recipients can be added to the email " "as well, in the :guilabel:`Recipients` field of the :guilabel:`Compose " "Email` pop-up window. If an expiration date was selected for the code, it is" " included in the message template." msgstr "" "通过电子邮件发送优惠券代码时，工单的 **所有** " "关注者都会添加为电子邮件的收件人。还可以在撰写电子邮件弹出窗口的收件人字段中，将其他收件人添加到电子邮件中。如果为代码选择了到期日期，它将包含在消息模板中。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:0 msgid "View of an email draft window with coupon code." msgstr "查看包含优惠券代码的电子邮件草稿窗口。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:140 msgid "" "Click :guilabel:`Get Share Link` to generate a link to send directly to the " "customer. Doing so opens a :guilabel:`Share Coupons` pop-up window. Click " "the :guilabel:`Copy` button next to the :guilabel:`Share Link` field and " "paste the results to any communication with the customer. When the customer " "uses the link, the code is automatically applied to their cart." msgstr "" "点击 :guilabel:`获取分享链接` 生成直接发送给客户的链接。此操作将打开 :guilabel:`分享优惠券` 弹出窗口。点击 " ":guilabel:`分享链接` 字段旁边的 :guilabel:`复制` " "按钮，并将结果粘贴到与客户的任何通信中。当客户使用链接时，代码会自动应用到购物车中。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:145 msgid "" "After a :guilabel:`Coupon Code` has been generated, a :guilabel:`Coupons` " "smart button is added to the top of the ticket; click the smart button to " "view the coupon code, expiration date, and additional information." msgstr "" "生成 :guilabel:`优惠券代码` 后，工单顶部会添加一个 :guilabel:`优惠券` " "智能按钮；点击该智能按钮可查看优惠券代码、有效期和其他信息。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of the smart buttons on a ticket focusing on the coupon button." msgstr "工单中的优惠券按钮视图" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:154 msgid "`Coupons `_" msgstr "`优惠券 `_" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:155 msgid ":doc:`../../../sales/sales/products_prices/loyalty_discount`" msgstr ":doc:`../../../sales/sales/products_prices/loyalty_discount`" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:160 msgid "Facilitate a product return with a reverse transfer" msgstr "通过逆向转移促进产品退货" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:162 msgid "" "Returns are completed through *reverse transfers*, which generate new " "warehouse operations for the returning products. Click the " ":guilabel:`Return` button in the top-left corner of a ticket to open the " ":guilabel:`Reverse Transfer` pop-up window." msgstr "" "退货通过*逆向转移*完成，为退货产品生成新的仓库操作。点击工单左上角的 :guilabel:`退货` 按钮，打开 :guilabel:`逆向转移` " "弹出窗口。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of a Helpdesk ticket with the return button highlighted." msgstr "服务台工单视图，返回按钮已高亮" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:171 msgid "" "The :guilabel:`Return` button **only** appears on a ticket if the customer " "has a recorded delivery in the database." msgstr "只有当客户在数据库中记录了交货时，工单上 **才会** 显示 :guilabel:`退货` 按钮。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:174 msgid "" "Select a :guilabel:`Sales Order` or :guilabel:`Delivery to Return` to " "identify the products that need to be returned." msgstr "选择 :guilabel:`销售订单` 或 :guilabel:`送货至退货` 以确定需要退回的产品。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:177 msgid "" "By default, the quantity matches the validated quantity from the delivery " "order. Update the :guilabel:`Quantity` field, if necessary. To remove a " "line, click the :guilabel:`🗑️ (trash can)` icon." msgstr "" "默认情况下，数量与交货单中的验证数量一致。如有必要，请更新 :guilabel:`数量` 字段。要删除一行，请点击 " ":guilabel:`️🗑️（垃圾桶）` 图标。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:181 msgid "" "Select a :guilabel:`Return Location` where the items should be directed " "after the return is completed." msgstr "选择 :guilabel:`退货位置`，退货完成后，物品应被送往该地点。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of a reverse transfer creation page." msgstr "反向转账创建页面视图。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:188 msgid "" "Click :guilabel:`Return` to confirm the return. This generates a new " "warehouse operation for the incoming returned products." msgstr "点击 :guilabel:`退货` 确认退货。这会为退回产品生成新的仓库操作。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:191 msgid "" "Use the breadcrumbs to return to the helpdesk ticket. A new " ":guilabel:`Return` smart button can now be accessed at the top of the " "ticket." msgstr "使用面包屑导航返回服务台工单。现在可在工单顶部访问新的 :guilabel:`退货` 智能按钮。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of the return smart button on a helpdesk ticket." msgstr "服务台工单中的退货智能按钮视图。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:199 msgid ":doc:`../../../sales/sales/products_prices/returns`" msgstr ":doc:`../../../sales/sales/products_prices/returns`" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:204 msgid "Send products for repair from a ticket" msgstr "通过工单发送产品进行维修" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:206 msgid "" "If the ticket is related to an issue with a faulty or broken product, a " "*repair order* can be created from the *Helpdesk* ticket, and managed " "through the *Repairs* application." msgstr "如果工单与故障或破损产品的问题有关，则可从 *服务台* 工单创建 *维修单*，并通过 *维修* 应用程序进行管理。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:209 msgid "" "To create a new repair order, open a :menuselection:`Helpdesk` ticket and " "click on the :guilabel:`Repair` button in the top-left corner. This opens a " ":guilabel:`Repair Reference` form." msgstr "" "要创建新维修单，请打开:menuselection:`服务台`工单并单击左上角的:guilabel:`维修`按钮。将打开 " ":guilabel:`维修参考` 表单。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of a repair reference page." msgstr "维修参考页面视图。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:218 msgid "" ":guilabel:`Customer`: this field carries over from the ticket, though a new " "contact can been selected from the drop-down menu." msgstr ":guilabel:`客户`：该字段沿用工单，但可从下拉菜单中选择新联系人。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:220 msgid "" ":guilabel:`Product to Repair`: if a product was specified in the " ":guilabel:`Product` field on the ticket, it is added to this field " "automatically. If not, click into the field to select a product from the " "drop-down menu." msgstr "" ":guilabel:`要维修的产品`：如果在工单得 :guilabel:`产品` " "字段中指定了产品，则该产品将自动添加到此字段中。如果没有，请点击该字段，从下拉菜单中选择产品。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:223 msgid "" ":guilabel:`Lot/Serial`: this field is **only** visible if the products being" " repaired are tracked, via lot or serial numbers." msgstr ":guilabel:`批次/编号`：**只有**通过批号或序列号追踪维修的产品时，此字段才可见。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:225 msgid "" ":guilabel:`Return`: return order from which the product to be repaired comes" " from." msgstr ":guilabel:`退货`：要维修的产品来自的退货订单。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:226 msgid "" ":guilabel:`Under Warranty`: if this box is checked, the sale price for all " "products from the repair order are set to zero." msgstr ":guilabel:`在保修期内`：如果选中此复选框，维修订单中所有产品的销售价格都将设为零。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:228 msgid "" ":guilabel:`Scheduled Date`: this field defaults to the current date. To " "select a new date, click into the field and select a date using the drop-" "down calendar." msgstr ":guilabel:`计划日期`：该字段默认为当前日期。要选择新日期，请点击该字段，然后使用下拉日历选择日期。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:230 msgid "" ":guilabel:`Responsible`: assign a user from the drop-down menu to manage the" " repair." msgstr ":guilabel:`负责人`：从下拉菜单中指定一个用户来管理维修。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:231 msgid "" ":guilabel:`Tags`: click into this field to assign an existing tag or create " "a new one. Multiple tags can be assigned." msgstr ":guilabel:`标签`：点击此字段，可指定现有标签或创建新标签。可指定多个标签。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:234 msgid "" "If parts are required for the repair, they can be added in the " ":guilabel:`Parts` tab. Additional information for the internal repair team " "can be added to the :guilabel:`Repair Notes` tab." msgstr "" "如果维修需要部件，可在 :guilabel:`部件` 选项卡中添加。内部维修团队的其他信息可添加到 :guilabel:`维修说明` 选项卡中。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:237 msgid "" "Once the form is complete, click :guilabel:`Confirm Repair`. To create, " "edit, and send a quote for this repair, click :guilabel:`Create Quotation`." msgstr "表格填写完成后，请点击 :guilabel:`确认维修`。要创建、编辑和发送此维修的报价，请单击 :guilabel:`创建报价`。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:240 msgid "" "A :guilabel:`Repairs` smart button is then added to the ticket, linking to " "the repair order." msgstr "然后会在工单上添加一个 :guilabel:`维修` 智能按钮，关联到维修单。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of smart buttons focusing on repair button." msgstr "维修智能按钮视图。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:247 msgid "" "Once a user creates a repair order from a *Helpdesk* ticket, they can access" " it through the ticket's :guilabel:`Repair` smart button, or from a link in " "the chatter, even if they do not have access rights to the *Repair* " "application." msgstr "" "用户从 *服务台* 票单创建维修单后，即使没有 *维修* 应用程序的访问权限，也可以通过票单的 :guilabel:`维修` " "智能按钮或聊天记录中的链接访问。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:254 msgid "Create field service task from a ticket" msgstr "从工单创建现场服务任务" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:256 msgid "" "On-site interventions can be planned from a ticket and managed through the " "*Field Service* application. Customers with :doc:`portal access " "<../../../general/users/portal>` are able to track the progress of a *Field " "Service* task just as they would a *Helpdesk* ticket." msgstr "" "现场干预可以通过工单进行计划，并通过 *现场服务* 应用程序进行管理。拥有 :doc:`门户访问 " "<.../.../.../general/users/portal>` 的客户能够像追踪*服务台*工单一样追踪*现场服务* 任务的进度。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:261 msgid "" "To change the default *Field Service* project for the team, go to " ":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` to select" " a :guilabel:`Team`. Scroll to the :guilabel:`After-Sales` section, and " "choose a project under :guilabel:`Field Service`." msgstr "" "要更改团队默认 *现场服务* 项目，请进入 :menuselection:`服务台应用程序 --> 配置 --> 服务台团队` 选择 " ":guilabel:`团队`。滚动到 :guilabel:`售后` 部分，在 :guilabel:`现场服务` 下选择一个项目。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:265 msgid "" "To create a new *Field Service* task, navigate to a " ":menuselection:`Helpdesk` ticket. Click :guilabel:`Plan Intervention` to " "open the :guilabel:`Create a Field Service task` pop-up window." msgstr "" "要创建新的*现场服务*任务，请导航到 :menuselection:`服务台`工单。点击:guilabel:`计划干预`，打开 " ":guilabel:`创建现场服务任务` 弹出窗口。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of a Field Service task creation page." msgstr "创建现场服务任务页面视图。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:272 msgid "Confirm or update the task :guilabel:`Title`." msgstr "确认或更新任务 :guilabel:`标题`。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:274 msgid "" "The :guilabel:`Project` field on the :guilabel:`Create a Field Service task`" " pop-up window defaults to the same *Field Service* project that was " "identified on the team's settings page. To change the project for this " "specific task, select one from the :guilabel:`Project` field." msgstr "" "在:guilabel:`创建现场服务任务`弹出窗口中，:guilabel:`项目`字段默认为与团队设置页面上确定的*现场服务*项目相同。要更改此特定任务的项目，请从" " :guilabel:`项目` 字段中选择。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:278 msgid "" "If applicable, select a :guilabel:`Worksheet Template` from the drop-down " "menu." msgstr "如果适用，请从下拉菜单中选择 :guilabel:`工作表模板`。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:281 msgid "" "*Field Service Worksheets* are reports that detail the work completed during" " an on-site task. When work is completed, worksheets are signed by the " "customer to confirm the job is done and the customer is satisfied." msgstr "*现场服务工作表*是详细记录现场工作完成情况的报告。工作完成后，客户会在工作表上签字，以确认工作已完成且客户满意。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:285 msgid "" "If the *Field Service* project assigned to the *Helpdesk* team has " "worksheets enabled, and has a default template assigned, that template " "automatically appears in the :guilabel:`Worksheet Template` drop-down field." " Even so, the field can be edited, and another template can be selected." msgstr "" "如果分配给 *服务台* 团队的 *现场服务* 项目已启用工作表，并已分配默认模板，则该模板会自动出现在 :guilabel:`工作表模板` " "下拉字段中。但是，仍可对该字段进行编辑，并选择其他模板。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:290 msgid "" "If the *Field Service* project does **not** have worksheets enabled, the " ":guilabel:`Worksheet Template` field does not appear on the " ":guilabel:`Create a Field Service task` pop-up window." msgstr "如果*现场服务*项目未启用工作表，则:guilabel:`工作表模板`字段不会出现在:guilabel:`创建现场服务任务`弹出窗口中。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:293 msgid "Click :guilabel:`Create Task` or :guilabel:`Create & View Task`." msgstr "单击 :guilabel:`创建任务` 或 :guilabel:`创建并查看任务`。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:295 msgid "" "After the task is created, a :guilabel:`Tasks` smart button is added to the " "ticket, linking the :guilabel:`Field Service` task to the ticket." msgstr "创建任务后，会在工单中添加 :guilabel:`任务` 智能按钮，将 :guilabel:`现场服务` 任务链接到工单。" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst-1 msgid "View of ticket smart buttons focused on task." msgstr "工单智能按钮任务视图" #: ../../content/applications/services/helpdesk/advanced/after_sales.rst:303 msgid "" "`Field Service `_" msgstr "" "`现场服务 `_" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:3 msgid "Closing tickets" msgstr "关闭工单" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:5 msgid "" "Once work has been completed on a *Helpdesk* ticket in Odoo, there are " "several ways it can be closed. Manually closing solved tickets keeps the " "pipeline up to date, while automatically closing inactive tickets prevents " "unnecessary blocking issues. Allowing customers to close their own tickets " "minimizes confusion around whether an issue is considered solved or not. " "This results in increased operational capacity for support teams, and higher" " customer satisfaction." msgstr "" "一旦在 Odoo " "中完成了*服务台*工单，有几种方法可以关闭该工单。手动关闭已解决的工单可使管道保持更新，自动关闭不活跃的工单可防止不必要的阻塞问题。允许客户自行关闭工单，可以及时了解问题是否已解决。这将增加支持团队的操作能力，并提高客户满意度。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:12 msgid "Manually close solved tickets" msgstr "手动关闭已解决工单" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:14 msgid "" "As work on a ticket progresses, it is moved along to the next stage in the " "pipeline. Once the issue is solved, the ticket is moved to a *folded* stage." " This marks the ticket as *closed*." msgstr "随着工单进展，工单会进入管道的下一个阶段。一旦问题已解决，工单就会进入*折叠*阶段。这标志着工单已*关闭*。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:17 msgid "" "To fold a stage, navigate to the :menuselection:`Helpdesk` dashboard and " "click on a team to open the pipeline. Hover over a stage's heading, and then" " click the gear icon that appears in the top-right corner of that stage's " "kanban column." msgstr "" "要折叠一个阶段，请导航到 :menuselection:`服务台` " "面板并点击一个团队以打开管道。将鼠标悬停在某个阶段的标题上，然后点击该阶段看板列右上角出现的齿轮图标。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1 msgid "" "View of stage on Helpdesk pipeline with emphasis on gear icon and edit stage" " option." msgstr "帮助台管道的阶段视图，齿轮图标和编辑阶段选项。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:26 msgid "" "Clicking the gear icon also displays the option to :guilabel:`Fold` the " "stage. This setting folds the stage *temporarily* to simplify the kanban " "view. This does *not* close the tickets in this stage. It also does not " "permanently fold the stage. If a stage needs to be folded so the tickets can" " be marked as closed, continue following the steps below." msgstr "" "点击齿轮图标还会显示 :guilabel:`折叠` " "阶段的选项。此设置会*暂时*折叠阶段，以简化看板视图。这*不会*关闭此阶段中的工单，也不会永久折叠阶段。如果需要折叠阶段，以便将工单标记为已关闭，请继续按照以下步骤操作。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:31 msgid "" "From the menu that appears, select :guilabel:`Edit Stage`. This will open " "the stage's settings. Check the box labeled :guilabel:`Folded in Kanban` " "towards the top of the window, and then :guilabel:`Save & Close` to confirm " "the changes. Now, tickets that reach this stage will be considered as " "*closed*." msgstr "" "在出现的菜单中选择 :guilabel:`编辑阶段`。将打开该阶段的设置。选中窗口顶部标有 :guilabel:`折叠在看板中` 的复选框，然后选中 " ":guilabel:`保存并关闭` 确认更改。现在，此阶段的工单将被视为*已关闭*。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0 msgid "Stage settings page." msgstr "阶段设置页面。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:41 msgid "Automatically close inactive tickets" msgstr "自动关闭不活跃的工单" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:43 msgid "" "Tickets that are inactive for a set period of time can be automatically " "closed. At that point, they will be moved to a folded stage." msgstr "在一定时间内不活动的工单可以自动关闭。此时，它们将转入已折叠阶段。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:46 msgid "" "Go to the team's settings page by going to :menuselection:`Helpdesk --> " "Configuration --> Teams`. Under the :guilabel:`Self-Service` section, enable" " :guilabel:`Automatic Closing`." msgstr "" "通过 :menuselection:`服务台--> 配置 --> 团队` " "进入团队设置页面。在:guilabel:`自助服务`部分，启用:guilabel:`自动关闭`。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:49 msgid "" "If one of the team's stages is set to be folded in the kanban view, it will " "be the default selection in the :guilabel:`Move to Stage` field. If the team" " has more than one folded stage, the stage that occurs first in the pipeline" " will be the default. If no stage is folded, the default selection will be " "the last stage in the pipeline." msgstr "" "如果团队的某个阶段在看板视图中被设置为折叠，它将成为 :guilabel:`移至阶段` " "字段中的默认选择。如果团队有多个折叠阶段，则管道中最先出现的阶段将为默认选择。如果没有折叠阶段，默认选择将为管道中的最后一个阶段。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:54 msgid "" "The :guilabel:`After days of inactivity` field defaults to `7`, but can be " "adjusted if necessary." msgstr ":guilabel:`不活动天数` 字段默认为`7`，但可根据需要进行调整。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:57 msgid "" "The :guilabel:`After days of inactivity` field does **not** take the working" " calendar into account when tracking the amount of time a ticket has been " "inactive." msgstr "在追踪工单处于非活动状态时，:guilabel:`非活动天数`字段**不**考虑工作日历。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:60 msgid "" "If only certain stages should be used to track days of inactivity, they can " "be added to the :guilabel:`In Stages` field." msgstr "如果只使用某些阶段来追踪非活动天数，可以将它们添加到 :guilabel:`阶段中` 字段。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:64 msgid "A team's pipeline is created with the following stages:" msgstr "团队管道创建分为以下几个阶段：" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:66 msgid "`New`" msgstr "`新建`" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:67 msgid "`In Progress`" msgstr "`进行中`" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:68 msgid "`Customer Feedback`" msgstr "`客户反馈`" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:69 msgid "`Closed`" msgstr "`已关闭`" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:71 msgid "" "Tickets can linger in the :guilabel:`Customer Feedback stage`, because once " "an issue is solved, customers may not respond immediately. At that point, " "the tickets can be closed automatically. However, tickets in the " ":guilabel:`New` and :guilabel:`In Progress` stages may remain inactive due " "to assignment or workload issues. Closing these tickets automatically would " "result in issues going unsolved." msgstr "" "工单可以停留在:guilabel:`客户反馈阶段`，因为问题解决后，客户可能不会立即回复。此时，可自动关闭工单。但是，处于:guilabel:`新建`和:guilabel:`进行中`阶段的工单可能会因分配或工作量问题而保持不活动状态。自动关闭这些工单会导致问题得不到解决。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:77 msgid "" "Therefore, the :guilabel:`Automatic Closing` settings would be configured as" " below\\:\\" msgstr "因此，:guilabel:`自动关闭` 设置将配置如下\\:\\" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:79 msgid ":guilabel:`Automatic Closing`: *checked*" msgstr ":guilabel:`自动关闭`： *已选中*" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:80 msgid ":guilabel:`Move to Stage`: `Solved`" msgstr ":guilabel:`移至阶段`：`已解决`" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:81 msgid ":guilabel:`After``7`:guilabel:`days of inactivity`" msgstr ":guilabel:`7 天`:guilabel:`不活跃天数`后" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:82 msgid ":guilabel:`In Stages`: `Customer Feedback`" msgstr ":guilabel:`阶段中`: `客户反馈`" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:0 msgid "Example of Automatic Closing settings." msgstr "自动关闭设置示例。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:89 msgid "Allow customers to close their own tickets" msgstr "允许客户关闭自己的工单" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:91 msgid "" "Enabling the :guilabel:`Closure by Customers` setting allows customers to " "close their own ticket(s) when they determine that their issue has been " "resolved." msgstr "启用 :guilabel:`客户关闭` 设置可让客户在问题已解决后自助关闭工单。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:94 msgid "" "Start by navigating to :menuselection:`Helpdesk --> Configuration --> Teams`" " and select a team. On the team's settings page, scroll to the " ":guilabel:`Self-Service` section and check the box for :guilabel:`Closure by" " Customers`." msgstr "" "首先，导航至 :menuselection:`服务台 --> 配置 --> 团队` 并选择一个团队。在团队设置页面，滚动到 " ":guilabel:`自助服务` 部分，选中 :guilabel:`客户关闭` 复选框。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1 msgid "Customer closing setting in Odoo Helpdesk." msgstr "Odoo 服务台中的客户关闭设置。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:102 msgid "" "Once the ticket closing settings are enabled, a :guilabel:`Close Ticket` " "button will be available for customers when they view their ticket through " "the customer portal." msgstr "一旦启用工单关闭设置，客户通过客户门户查看工单时，就会看到一个 :guilabel:`关闭工单` 按钮。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst-1 msgid "Customer view of ticket closing in Odoo Helpdesk." msgstr "Odoo 服务台中关闭工单的客户视图" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:110 msgid "" "Customers are able to view their tickets by clicking the :guilabel:`View the" " ticket` link they receive by email. The link is included in the " ":guilabel:`Request Acknowledgment` template, which is added to the first " "stage of a team by default. This link does not require a customer to have " "access to the portal to view or respond to their ticket." msgstr "" "客户可以通过点击电子邮件中的 :guilabel:`查看工单` 链接来查看他们的工单。该链接包含在 :guilabel:`请求确认` " "模板中，默认情况下会添加到团队的第一阶段。该链接不要求客户访问门户来查看或回复他们的工单。" #: ../../content/applications/services/helpdesk/advanced/close_tickets.rst:115 msgid "" "Customers with access to the portal will be able to view their tickets under" " :menuselection:`My Account --> Tickets`." msgstr "可访问门户网站的客户可在 :menuselection:`我的账户 --> 工单` 下查看其工单。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:3 msgid "Track and bill time" msgstr "追踪并结算时间" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:5 msgid "" "Odoo *Helpdesk* provides teams with the ability to track the amount of hours" " spent working on a ticket, and to bill a customer for that time. Through " "integrations with the *Sales*, *Timesheets*, *Project* and *Accounting* " "applications, customers can be charged once the work is completed, or before" " it has even begun." msgstr "" "Odoo *服务台* 为团队提供了追踪工单工作时长并向客户收取费用的功能。通过与 *销售*、*工时单*、*项目* 和 *会计* " "应用程序整合，可在工作完成后或开始前向客户收取费用。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:11 msgid "" "Since the *Track & Bill Time* features require integration with other " "applications, enabling them may result in the installation of additional " "modules or applications." msgstr "由于 *追踪并结算时间* 功能需要与其他应用程序整合，启用这些功能可能需要安装额外的模块或应用程序。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:14 msgid "" "Installing a new application on a *One-App-Free* database triggers a 15-day " "trial. At the end of the trial, if a paid subscription has not been added to" " the database, it will no longer be active or accessible." msgstr "" "在*One-App-Free*数据库上安装新应用程序会触发 15 " "天免费试用。试用期结束时，如果数据库中未添加付费订阅，则数据库将不再处于活动状态，也无法访问。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:19 msgid "Configure track and bill time features" msgstr "配置追踪并结算时间功能" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:21 msgid "" "Before a customer can be invoiced for support services, the *Track & Bill " "Time* features **must** be enabled on each *Helpdesk* team individually." msgstr "在向客户开具支持服务发票之前，必须在每个 *服务台* 团队中分别启用 *追踪和结算时间* 功能。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:25 msgid "Enable track and bill time on a helpdesk team" msgstr "追踪并结算服务台团队的工作时间" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:27 msgid "" "To view and enable the *Track & Bill Time* features on a *Helpdesk* team, " "first navigate to :menuselection:`Helpdesk app --> Configuration --> " "Helpdesk Teams`. Then, select a team from the list, or create a :doc:`new " "one <../../helpdesk>`. This reveals a team's settings page." msgstr "" "要查看和启用 *服务台* 团队的 *追踪并结算时间* 功能，首先导航到 :menuselection:`服务台应用程序 --> 配置 --> " "服务台团队`。然后，从列表中选择一个团队，或创建一个 :doc:`新团队 <.../.../Helpdesk>`。这将显示一个团队的设置页面。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:31 msgid "" "On the team's settings page, scroll to the :guilabel:`Track & Bill Time` " "section. Check the boxes labeled :guilabel:`Timesheets` and :guilabel:`Time " "Billing`." msgstr "" "在团队设置页面，滚动到 :guilabel:`追踪并结算时间` 部分。选中标有 :guilabel:`工时单` 和 :guilabel:`结算时间` " "的复选框。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:34 msgid "" "Once the :guilabel:`Timesheets` box is checked, a new field appears, labeled" " :guilabel:`Project`." msgstr "选中 :guilabel:`工时单` 框后，就会出现一个标为 :guilabel:`项目` 的新字段。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:37 msgid "" "If this is the first time this feature has been enabled on this database, " "the page may need to be manually saved and refreshed before the " ":guilabel:`Project` field appears." msgstr "如果这是此数据库首次启用此功能，则可能需要手动保存并刷新页面，然后 :guilabel:`项目` 字段才会出现。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:40 msgid "" "The project selected in this field represents where all the timesheets for " "this team's tickets are recorded. Click into the :guilabel:`Project` drop-" "down menu to select a project." msgstr "在此字段中选择的项目代表记录此团队工作票的所有工时单的位置。点击 :guilabel:`项目` 下拉菜单选择项目。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:43 msgid "" "To create a new project where the timesheets are recorded, click into the " ":guilabel:`Project` drop-down menu, type a name for the project, and then " "click :guilabel:`Create` from the drop-down menu beneath." msgstr "" "要创建记录考勤表的新项目，请点击 :guilabel:`项目` 下拉菜单，键入项目名称，然后从下面的下拉菜单中点击 :guilabel:`创建`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1 msgid "" "View of a helpdesk team settings page emphasizing the track and bill time " "settings." msgstr "服务设置页面，追踪并结算时间设置。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:54 msgid "Configure service products" msgstr "配置服务产品" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:56 msgid "" "When the :guilabel:`Time Billing` feature is enabled, a new product is " "created in the *Sales* app called *Service on Timesheets*. This product can " "be found under :menuselection:`Sales app--> Products --> Products`. Then, " "search for `Service on Timesheets` in the :guilabel:`Search...` bar. This is" " the product that is used when invoicing for *post-paid support services* " "**after** they have been completed." msgstr "" "启用 :guilabel:`结算时间` 功能后，将在 *销售* 应用程序中创建一个名为 *工时单上的服务* 新产品。该产品可在 " ":menuselection:`销售应用程序--> 产品 --> 产品` 下找到。然后，在 :guilabel:`搜索...` 栏中搜索 " "`工时单上的服务`。这是在 *付费后支持服务* 完成后开具发票时使用的产品。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:62 msgid "" "Select :guilabel:`Service on Timesheets` from the product page. This reveals" " the product detail form. The product is configured with the " ":guilabel:`Product Type` set to :guilabel:`Service` and the " ":guilabel:`Invoicing Policy` set to :guilabel:`Based on Timesheets`. Make " "any necessary changes to the product record, such as the :guilabel:`Cost` or" " :guilabel:`Sales Price`." msgstr "" "从产品页面选择 :guilabel:`工时单上的服务`。这将显示产品详细信息表单。该产品的 :guilabel:`产品类型` 已设置为 " ":guilabel:`服务`，:guilabel:`开票策略` 已设置为 :guilabel:`基于时间表`。对产品记录进行必要更改，如 " ":guilabel:`成本` 或 :guilabel:`销售价格`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1 msgid "" "View of a service product with the invoicing policy set to 'Based on " "timesheets'." msgstr "服务产品，开票政策设置为 '基于工时单' 视图。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:71 msgid "" "In order to invoice for support services **before** the work has been " "completed (also known as *prepaid support services*), a separate product " "with a different invoicing policy must be created." msgstr "若要在工作完成**之前**为支持服务开具发票（也称为*预付支持服务*），必须创建一个具有不同开票策略的单独产品。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:74 msgid "" "To create a new service product, go to :menuselection:`Sales app --> " "Products --> Products`, and click :guilabel:`New`. This reveals a blank " "product detail form." msgstr "" "要创建新的服务产品，请进入 :menuselection:`销售应用程序 --> 产品 --> 产品`，然后点击 " ":guilabel:`新建`。这将显示一个空白的产品详细信息表单。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:77 msgid "" "On the new product form, add a :guilabel:`Product Name`, and set the " ":guilabel:`Product Type` to :guilabel:`Service`. Then, set the " ":guilabel:`Invoicing Policy` to :guilabel:`Prepaid/Fixed Price`. This means " "an invoice can be generated and payment can be received for this product " "before any timesheets entries have been recorded for these services." msgstr "" "在新产品表单中添加 :guilabel:`产品名称`，并将 :guilabel:` 产品类型` 设置为 :guilabel:`服务`。然后，将 " ":guilabel:`开票政策` 设置为 " ":guilabel:`预付/固定价格`。这意味着可以在记录这些服务的任何工时记录之前生成发票并收到该产品的付款。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1 msgid "" "View of a service product with the invoicing policy set to 'prepaid/fixed'." msgstr "服务产品，开票政策设置为 '预付/固定价格' 视图。 " #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:86 msgid "" "Finally, set the :guilabel:`Sales Price`, and confirm that the " ":guilabel:`Unit of Measure` is set to :guilabel:`Hours`." msgstr "最后，设置 :guilabel:`销售价格`，并确认 :guilabel:`计量单位` 已设置为 :guilabel:`小时`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:90 msgid "Invoice prepaid support services" msgstr "预付支持服务发票" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:92 msgid "" "When support services are billed on a fixed price, an invoice can be created" " before any work is completed on the issue. In this case, a service product " "with the *Invoicing Policy* set to *Prepaid/Fixed Price* would be used, just" " like :ref:`the section above `." msgstr "" "当支持服务以固定价格计费时，可以在问题的任何工作完成之前创建发票。在这种情况下，将使用 *开票策略* 设置为 *预付/固定价格* 的服务产品，就像 " ":ref:`上述部分 ` 一样。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:98 msgid "Create a sales order with prepaid product" msgstr "创建带有预付产品的销售订单" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:100 msgid "" "To invoice a customer for prepaid support services, first create a sales " "order (SO) with the support services product. To do this, go to " ":menuselection:`Sales app --> Orders --> Quotations`. Then, click " ":guilabel:`New` to reveal a blank quotation form." msgstr "" "要为客户开具预付支持服务发票，首先要创建支持服务产品的销售订单 (SO)。要执行此操作，请转到 :menuselection:`销售应用程序 --> " "订单 --> 报价单`。然后点击 :guilabel:`新建`，显示空白报价表。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:104 msgid "Then, fill out the quotation form with the customer information." msgstr "然后，在报价表中填写客户信息。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:106 msgid "" "Go to the :guilabel:`Order Lines` tab of the quotation and click " ":guilabel:`Add a Product`. Then, select the *prepaid services product* " "configured in the steps above. Update the :guilabel:`Quantity` field with " "the number of hours." msgstr "" "转到报价单的 :guilabel:`订单行` 选项卡，然后单击 " ":guilabel:`添加产品`。然后，选择上述步骤中配置的*预付服务产品*。用小时数为单位，更新 :guilabel:`数量` 字段。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:110 msgid "" "After updating any other necessary information, :guilabel:`Confirm` the " "quotation. This converts the quotation into an :abbr:`SO (sales order)`." msgstr "更新任何其他必要信息后，:guilabel:`确认` 报价单。会将报价单转换为:abbr:`SO（销售订单）`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:114 msgid "Create and send an invoice for prepaid services" msgstr "为预付费服务创建和发送发票" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:116 msgid "" "Once the :abbr:`SO (sales order)` has been confirmed, click the " ":guilabel:`Create Invoice` button. This opens a :guilabel:`Create invoices` " "pop-up window." msgstr "" "确认 :abbr:`SO（销售订单）`后，点击 :guilabel:`创建发票` 按钮。这将打开一个 :guilabel:`创建发票` 弹出窗口。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:119 msgid "" "If no down payment is collected, the :guilabel:`Create Invoice` type can " "remain as :guilabel:`Regular Invoice`. If a :doc:`down payment " "<../../../sales/sales/invoicing/down_payment>` is collected, choose between " "either :guilabel:`Down payment (percentage)` or :guilabel:`Down payment " "(fixed amount)`." msgstr "" "如果没有收取首期付款 ， :guilabel:`创建发票` 类型可以保持为 :guilabel:`普通发票`。如果收取 :doc:`首期付款 " "<.../../../sales/sales/invoicing/down_payment>`，请选择 :guilabel:` 首期付款（百分比）` 或" " :guilabel:`首期付款（固定金额）`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:124 msgid "" "When the necessary information has been entered, click :guilabel:`Create " "Draft Invoice`." msgstr "输入必要的信息后，单击:guilabel:`创建草稿发票`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:126 msgid "The invoice can then be sent to the customer for payment." msgstr "然后就可以将发票发送给客户付款。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:129 msgid "Create helpdesk ticket for prepaid services" msgstr "为预付费服务创建服务台工单" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:131 msgid "" "To create a *Helpdesk* ticket for prepaid services, navigate to " ":menuselection:`Helpdesk` and click the :guilabel:`Tickets` button to reveal" " a specific team's pipeline. Click :guilabel:`New` to create a new ticket." msgstr "" "要为预付费服务创建 *服务台* 工单，请导航至 :menuselection:`服务台` 并单击 :guilabel:`工单` " "按钮以显示特定团队的管道。单击 :guilabel:`新建` 以创建新工单。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:135 msgid "" "On the blank ticket form, create a ticket :guilabel:`Title`, and enter the " ":guilabel:`Customer` information." msgstr "在空白工单上，创建工单 :guilabel:`标题`，然后输入 :guilabel:`客户` 信息。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:138 msgid "" "When the customer name is added, the :guilabel:`Sales Order Item` field " "automatically populates with the most recent prepaid sales order item that " "has time remaining." msgstr "添加客户名称后，:guilabel:`销售订单项目` 字段会自动填充有剩余时间的最新预付销售订单项目。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:142 msgid "Track hours on helpdesk ticket" msgstr "追踪服务台工单上的小时数" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:144 msgid "" "Time spent working on a *Helpdesk* ticket is tracked on the *Timesheets* tab" " on the specific ticket." msgstr "在*服务台*工单上花费的工作时间，在特定工单的*工时单*选项卡上进行追踪。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:146 msgid "" "On the ticket detail form, click on the :guilabel:`Timesheets` tab and click" " :guilabel:`Add a line`. Choose an :guilabel:`Employee`, add a " ":guilabel:`Description` of the task, and enter the number of " ":guilabel:`Hours Spent`." msgstr "" "在工单详细信息表单中，单击 :guilabel:`工时单` 选项卡并单击 :guilabel:`添加行`。选择一个 " ":guilabel:`员工`，添加任务的 :guilabel:`描述`，并输入花费的 :guilabel:`小时数`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:150 msgid "" "As new lines are added to :guilabel:`Timesheets` tab, the " ":guilabel:`Remaining Hours on SO` field, at the bottom-right of the tab, is " "automatically updated." msgstr "在 :guilabel:`工时单` 标签中添加新行时，标签右下方的 :guilabel:`销售订单的剩余小时数` 字段会自动更新。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1 msgid "" "View of the timesheets tab on a ticket with an emphasis on the remaining " "hours on an SO." msgstr "视图：工单上的工时单选项卡，SO 剩余工时。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:158 msgid "" "If the number of hours on the :guilabel:`Timesheets` tab exceeds the number " "of hours sold, the :guilabel:`Remaining Hours of SO` turns red." msgstr "如果 :guilabel:`工时单` 标签上的小时数超过已售出的小时数，:guilabel:`销售订单剩余小时数` 将变为红色。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:161 msgid "" "As hours are added to the :guilabel:`Timesheets` tab, they are automatically" " updated in the :guilabel:`Delivered` field on the :abbr:`SO (sales order)`," " as well." msgstr "" "当工时添加到 :guilabel:`工时单` 标签时，它们也会自动更新 : abbr:`SO （销售订单）` 上的 :guilabel:`已交付` " "字段。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:165 msgid "Invoice post-paid support services" msgstr "付费后支持服务发票" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:167 msgid "" "When support services are billed based on the amount of time spent on an " "issue, an invoice cannot be created before the total number of hours " "required to solve the problem have been entered on a timesheet. In this " "case, a service product with the *Invoicing Policy* set to *Based on " "Timesheets* would be used, like the one created in :ref:`the section above " "`." msgstr "" "根据处理问题所花费的时间，为支持服务计费时，要先输入解决问题所需的总小时数，才能创建发票。在这种情况下，应使用*开票策略*设置为*基于工时单*的服务产品，如" " :ref:`上节 ` 中创建的产品。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:174 msgid "Create a sales order with a time-tracked product" msgstr "创建带有时间追踪产品的销售订单" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:176 msgid "" "To invoice a customer for post-paid support services, first create a sales " "order (SO) with the *support services product*. To do this, go to " ":menuselection:`Sales app --> Orders --> Quotations`. Then, click " ":guilabel:`New` to reveal a blank quotation form." msgstr "" "要为客户开具付费后支持服务发票，首先要创建包含*支持服务产品*的销售订单（SO）。要执行此操作，请转到 :menuselection:`销售应用程序 " "--> 订单 --> 报价单`。然后，点击 :guilabel:`新建`，显示空白报价表。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:180 msgid "Fill out the quotation with the customer information." msgstr "在报价单上填写客户信息。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:182 msgid "" "On the :guilabel:`Order Lines` tab, click :guilabel:`Add a Product`. Select " "the post-paid services product configured in the steps above. After updating" " any other necessary information, :guilabel:`Confirm` the quotation." msgstr "" "在 :guilabel:`订单行` 选项卡上，单击 :guilabel:`添加产品`。选择在上述步骤中配置的后付费服务产品。更新其他必要信息后，点击 " ":guilabel:`确认` 报价。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:187 msgid "" "Unlike with the prepaid services quotation, Odoo does **not** allow an " "invoice to be created at this time. That is because no services have been " "performed; in other words, nothing has been delivered, therefore, there is " "nothing to invoice." msgstr "" "与预付服务报价不同，Odoo 此时**不**允许创建发票。这是因为没有提供任何服务；换句话说，没有交付任何东西，因此没有需要开具发票的项目。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:192 msgid "Create a helpdesk ticket for time-tracked services" msgstr "为时间追踪服务创建服务台工单" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:194 msgid "" "To record a *Timesheet* entry for time-tracker services, go to the " ":menuselection:`Helpdesk` app, and select the appropriate team for which " "these services apply." msgstr "要为时间追踪服务记录 *工时单* 条目，请转到 :menuselection:`服务台` 应用程序，并选择适用这些服务的相应团队。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:197 msgid "" "If there is already an existing ticket for this issue, select it from the " "Kanban view. This opens the ticket details form. If there is no existing " "ticket for this customer issue, click :guilabel:`New` to create a new ticket" " and enter the necessary customer information on the blank ticket details " "form." msgstr "" "如果该问题已有工单，请从看板视图中选择，打开工单详细信息表单。如果此客户问题无现有工单，请点击 :guilabel:`新建` " "以创建新工单，并在空白工单详细信息表单中输入必要的客户信息。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:202 msgid "" "After selecting or creating a ticket, go to the :guilabel:`Sales Order Item`" " drop-down menu. Select the :abbr:`SO (sales order)` created in the previous" " step." msgstr "选择或创建工单后，转到 :guilabel:`销售订单项目` 下拉菜单。选择在上一步中创建的 :abbr:`SO（销售订单）`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:206 msgid "Track support hours on a ticket" msgstr "追踪工单上的支持时数" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:208 msgid "" "In order to create an invoice for a product based on timesheets, hours need " "to be tracked and recorded. At this point, the service is considered " "*delivered*. To record hours for this support service, click on the " ":guilabel:`Timesheets` tab of the ticket." msgstr "" "为了根据工时单创建产品发票，需要对工时进行追踪和记录。此时，服务被视为*已交付*。要记录此支持服务的工时，请单击票单的 :guilabel:`工时单` " "选项卡。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:212 msgid "" "Click :guilabel:`Add a Line` to record a new entry. Select an " ":guilabel:`Employee` from the drop-down menu, and record the time spent in " "the :guilabel:`Hours Spent` column." msgstr "" "单击 :guilabel:`添加行` 以记录新条目。从下拉菜单中选择一个 :guilabel:`员工`，并在 :guilabel:`已花费小时数` " "栏中记录所用时间。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:215 msgid "" "Repeat these steps as needed until all time spent on the issues has been " "recorded." msgstr "根据需要重复这些步骤，直到记录下所有用于解决问题的时间。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1 msgid "View of the timesheets tab on a helpdesk ticket." msgstr "查看服务台工单上的工时单选项卡。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:222 msgid "Create an invoice for hours tracked on a ticket" msgstr "为工单上追踪的工时创建发票" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:224 msgid "" "After the customer's issue has been solved, and it is determined no new " "timesheet entries need to be made, an invoice can be created, and the " "customer can be billed." msgstr "客户的问题得到解决，并确定不需要制作新的工时单条目后，就可以创建发票，并向客户收取费用。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:227 msgid "" "To do this, return to the :abbr:`SO (sales order)` by clicking on the " ":guilabel:`Sales Order` smart button at the top of the ticket." msgstr "要执行此操作，请单击工单顶部的 :guilabel:`销售订单` 智能按钮，返回到:abbr:`SO（销售订单）`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:230 msgid "" "Before creating the invoice, confirm that the number in the " ":guilabel:`Delivered` column matches the total number of :guilabel:`Hours " "Spent` listed in the :guilabel:`Timesheets` tab on the ticket." msgstr "" "创建发票前，请确认 :guilabel:`已交付` 列中的数字与票据上 :guilabel:`工时单` 选项卡中列出的 " ":guilabel:`所花费小时数`一致。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1 msgid "View of a sales order with emphasis on the delivered column." msgstr "销售订单视图，已交付栏。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:237 msgid "" "Then, click :guilabel:`Create Invoice`. This opens a :guilabel:`Create " "invoice(s)` pop-up window." msgstr "然后，点击 :guilabel:`创建发票`。这将打开一个 :guilabel:`创建发票` 弹出窗口。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:239 msgid "" "If no down payment is collected, the :guilabel:`Create Invoice` type can " "remain as :guilabel:`Regular Invoice`. If a down payment is collected, " "choose between either :guilabel:`Down payment (percentage)` or " ":guilabel:`Down payment (fixed amount)`." msgstr "" "如果没有收取首付款，:guilabel:`创建发票`类型可保留为:guilabel:`普通发票`。如果收取首付款，请选择 " ":guilabel:`首付款（百分比）` 或 :guilabel:`首付款（固定金额）`。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:244 msgid "" "Use the :guilabel:`Timesheets Period` field if this invoice should **only** " "include timesheets from a certain time period. If this field is left blank, " "**all** applicable timesheets that have not yet been invoiced will be " "included." msgstr "" "如果发票**只应**包括某个时间段的工时单，请使用 :guilabel:`工时单时段` 字段。如果此字段留空，则将包括*所有*尚未开具发票的适用工时单。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst-1 msgid "View of create invoices pop up showing timesheets period fields." msgstr "创建发票弹窗视图，显示工时单时间段字段。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:252 msgid "" "When the necessary information has been entered, click :guilabel:`Create " "Draft`. The invoice can then be reviewed, edited, and sent to the customer " "for payment." msgstr "输入必要信息后，点击 :guilabel:`创建草稿`。然后就可以查看、编辑发票，并发送给客户付款。" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:256 msgid "" ":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`" msgstr "" ":doc:`../../../inventory_and_mrp/inventory/product_management/configure/uom`" #: ../../content/applications/services/helpdesk/advanced/track_and_bill.rst:257 msgid ":doc:`../../../sales/sales/invoicing/down_payment`" msgstr ":doc:`../../../sales/sales/invoicing/down_payment`" #: ../../content/applications/services/helpdesk/overview.rst:5 #: ../../content/applications/services/timesheets/overview.rst:5 msgid "Overview" msgstr "概述" #: ../../content/applications/services/helpdesk/overview/help_center.rst:3 msgid "Help Center" msgstr "帮助中心" #: ../../content/applications/services/helpdesk/overview/help_center.rst:7 msgid "" "Odoo **Helpdesk** integrates with the **Forums**, **eLearning**, and " "**Knowledge** apps to create the *Help Center*. The *Help Center* is a " "centralized location where teams and customers can search for and share " "detailed information about products and services." msgstr "" "Odoo " "**服务台**与**论坛**、**在线学习**和**知识**应用程序集成，创建了*帮助中心*。*帮助中心*是一个整合的位置，团队和客户可在此搜索和共享有关产品和服务的详细信息。" #: ../../content/applications/services/helpdesk/overview/help_center.rst-1 msgid "" "Overview of the settings page of a team emphasizing the Help Center " "features." msgstr "团队设置页面概述，强调帮助中心功能。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:17 msgid "" "To activate any of the *Help Center* features on a *Helpdesk* team, go to " ":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and " "select a team, or create a :doc:`new one <../../helpdesk>`. Verify the " ":guilabel:`Visibility` of the team is set to :guilabel:`Invited portal users" " and all internal users (public)` in the :guilabel:`Visibility & Assignment`" " section." msgstr "" "要在*服务台*团队中激活任何*帮助中心*功能，请进入 :menuselection:`服务台应用程序 --> 配置 --> 服务台团队` " "并选择一个团队，或创建一个 :doc:`新 <.../.../helpdesk>` 团队。在 :guilabel:`可见性和分配` 部分，确认团队的 " ":guilabel:`可见性` 设置为 :guilabel:`邀请的门户用户和所有内部用户（公共）`。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:22 msgid "" "Additionally, the :guilabel:`Website Form` option on the **Helpdesk** team " "form **must** be enabled to activate any of the *Help Center* features. When" " one or more of the *Help Center* features is enabled, the " ":guilabel:`Website Form` is automatically enabled, as well." msgstr "" "此外，要激活任何*帮助中心*功能，必须启用*帮助中心*团队表单上的 :guilabel:`网站表单` " "选项。启用一项或多项*帮助中心*功能后，:guilabel:`网站表单`也会自动启用。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:27 msgid "" "Since all of the *Help Center* features require integration with other " "applications, enabling any of them may result in the installation of " "additional modules or applications." msgstr "由于 *帮助中心* 所有功能都需要与其他应用程序整合，因此启用其中任何一项功能，都可能需要安装额外模块或应用程序。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:30 msgid "" "Installing a new application on a *One-App-Free* database will trigger a " "15-day trial. At the end of the trial, if a `paid subscription " "`_ has **not** been added to the database, it " "will no longer be active or accessible." msgstr "" "在 *单一应用程序免费* 数据库上安装新应用程序将触发为期 15 天的试用。试用期结束时，如果 " "`付费订阅`_**尚未**添加到数据库中，它将不再处于活动状态或无法访问。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:35 msgid ":doc:`Helpdesk Overview <../../helpdesk>`" msgstr ":doc:`服务台概览 <../../helpdesk>`" #: ../../content/applications/services/helpdesk/overview/help_center.rst:38 msgid "Knowledge" msgstr "知识" #: ../../content/applications/services/helpdesk/overview/help_center.rst:40 msgid "" "Odoo's **Knowledge** application is a collaborative library, where users can" " store, edit, and share information. The **Knowledge** app can be used to " "publish user guides and :abbr:`FAQs (Frequently Asked Questions)` with " "customers externally, while also collaborating internally on shared " "documents." msgstr "" "Odoo **知识库** 应用程序是一个协作库，用户可在其中存储、编辑和共享信息。**知识库** 应用程序可用于向外部客户发布用户指南和 " ":abbr:`常见问题`，同时也可用于内部协作共享文档。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:45 msgid "" "The **Knowledge** app is accessible throughout the database by clicking on " "the :guilabel:`Knowledge (bookmark)` icon." msgstr "点击 :guilabel:`知识库（书签）` 图标，即可在整个数据库中访问 **知识库**应用程序。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:51 msgid "View of a message in Helpdesk focusing on the Knowledge bookmark icon." msgstr "查看服务台中的信息，重点是知识书签图标。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:51 msgid "The Knowledge app is represented by the bookmark icon." msgstr "书签图标代表知识库应用程序。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:54 msgid "Enable Knowledge on a Helpdesk team" msgstr "在服务台团队启用知识库" #: ../../content/applications/services/helpdesk/overview/help_center.rst:56 msgid "" "To enable the **Knowledge** feature on a *Helpdesk* team, go to " ":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and " "select a team, or create a :doc:`new one <../../helpdesk>`." msgstr "" "要在 *服务台* 团队中启用 **知识库** 功能，请转到 :menuselection:`服务台应用程序 --> 配置 --> " "服务台团队`，然后选择一个团队，或创建一个 :doc:`新 <.../.../helpdesk>` 团队。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:59 msgid "" "When a team has been selected or created, Odoo displays that team's detail " "form." msgstr "选择或创建一个团队后，Odoo 会显示该团队的详细表单。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:61 msgid "" "On the team's detail form, scroll down to the :guilabel:`Help Center` " "section. Then, click the box next to :guilabel:`Knowledge` to activate the " "**Knowledge** feature. When clicked, a new field labeled, " ":guilabel:`Article` appears." msgstr "" "在团队的详细表格中，向下滚动到 :guilabel:`帮助中心` 部分。然后，点击 :guilabel:`知识库` " "旁边的方框，激活**知识库**功能。点击后，会出现一个标有 :guilabel:`文章` 的新字段。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:65 msgid "" "Clicking the :guilabel:`Article` field reveals a drop-down menu. At first, " "there is only one option in the drop-down menu titled :guilabel:`Help`, " "which Odoo provides by default. Select :guilabel:`Help` from the drop-down " "menu to choose this article." msgstr "" "点击 :guilabel:`文章` 字段会显示一个下拉菜单。起初，下拉菜单中只有一个名为 :guilabel:`帮助` 的选项，由 Odoo " "默认提供。从下拉菜单中选择 :guilabel:`帮助` 即可选择该文章。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:70 msgid "" "To create a new article, go to the :menuselection:`Knowledge app`, then " "hover the cursor next to the :guilabel:`Workspace` section heading, located " "in the left sidebar. Moving the cursor there reveals a hidden |plus|." msgstr "" "要创建新文章，请进入 :menuselection:`知识库应用程序`，然后将光标停留在位于左侧边栏的 :guilabel:`工作空间` " "部分标题旁边。将光标移至该处，会显示一个隐藏的 |加号|。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:74 msgid "" "Click the |plus| to create a new article in the :guilabel:`Workspace`. Click" " the :icon:`fa-share-alt` :guilabel:`Share` icon, and slide the " ":guilabel:`Share to Web` toggle switch until it reads :guilabel:`Article " "Published`. It can then be added to a **Helpdesk** team." msgstr "" "点击 |加号|，在 :guilabel:`工作空间` 中创建新文章。点击 :icon:`fa-share-" "alt`:guilabel:`共享`图标，然后滑动 :guilabel:`分享到网络` 切换开关，直到显示 " ":guilabel:`文章已发布`。然后就可以将其添加到**服务台**团队。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:78 msgid "" "Once an article has been created and assigned to a **Helpdesk** team, " "content can be added and organized through the **Knowledge** app." msgstr "一旦创建文章并将其分配给**服务台**团队，就可以通过**知识库**应用程序添加和组织内容。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:82 msgid "" ":doc:`Editing Knowledge articles " "<../../../productivity/knowledge/articles_editing>`" msgstr ":doc:`编辑知识库文章 <../../../productivity/knowledge/articles_editing>`" #: ../../content/applications/services/helpdesk/overview/help_center.rst:85 msgid "Search articles from a Helpdesk ticket" msgstr "从服务台工单中搜索文章" #: ../../content/applications/services/helpdesk/overview/help_center.rst:87 msgid "" "When members of a **Helpdesk** team are trying to solve a ticket, they can " "search through the content in the **Knowledge** app for more information on " "the issue." msgstr "当 **服务台** 团队成员试图解决工单问题时，可以通过**知识库**应用程序中的内容，搜索有关问题的更多信息。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:90 msgid "" "To search **Knowledge** articles, open a ticket — either from the " "**Helpdesk** app dashboard, or by going to :menuselection:`Helpdesk app --> " "Tickets --> All Tickets`, then select a ticket from the list." msgstr "" "要搜索 **知识库** 文章，请从**服务台**应用程序仪表板或通过 :menuselection:`服务台应用程序 --> 工单 --> 所有工单` " "打开一个工单，然后从列表中选择一个工单。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:94 msgid "When a ticket is selected, Odoo reveals that ticket's detail form." msgstr "选择工单后，Odoo 会显示该工单的详细信息表单。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:96 msgid "" "Click the :guilabel:`Knowledge (bookmark)` icon, located at the top-right of" " the page, to open a pop-up search window." msgstr "点击页面右上方的 :guilabel:`知识库（书签）` 图标，弹出搜索窗口。" #: ../../content/applications/services/helpdesk/overview/help_center.rst-1 msgid "View of knowledge search window from a helpdesk ticket." msgstr "服务台工单中的知识库搜寻窗口视图" #: ../../content/applications/services/helpdesk/overview/help_center.rst:103 msgid "" "**Knowledge** articles can also be searched by pressing :command:`Ctrl + K` " "to open the command palette, then typing :kbd:`?`, followed by the name of " "the desired article." msgstr "" "还可以按 :command:`Ctrl + K` 键打开命令面板，然后输入 :kbd:`?`，接着输入所需文章的名称来搜索**知识库**文章。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:106 msgid "" "When Odoo reveals the desired article, click it, or highlight the " ":guilabel:`Article` title, and press :command:`Enter`. This will open the " "article in the :guilabel:`Knowledge` application." msgstr "" "当 Odoo 显示所需的文章时，点击它，或高亮显示 :guilabel:`文章` 标题，然后按 :command:`进入`。这将在 " ":guilabel:`知识库` 应用程序中打开文章。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:109 msgid "To open the article in a new tab, press :command:`Ctrl + Enter`." msgstr "要在新标签页中打开文章，请按 :command:`Ctrl + Enter`。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:112 msgid "" "If a more in-depth search is required, press :command:`Alt + B`. That " "reveals a separate page, in which a more detailed search can occur." msgstr "如果需要更深入的搜索，请按 :command:`Alt+B`。这将显示一个单独的页面，可以进行更详细的搜索。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:116 msgid "Share an article to the Help Center" msgstr "分享文章到帮助中心" #: ../../content/applications/services/helpdesk/overview/help_center.rst:118 msgid "" "To make a **Knowledge** article available to customers and website visitors," " it **must** be published." msgstr "要向客户和网站访客提供**知识库**文章，**必须**发布该文章。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:122 msgid "" "Even though the *Help* article has been enabled on a team, Odoo does **not**" " share all the nested articles to the web. Individual articles intended for " "customers **must** be published for them to be viewable on the website." msgstr "" "即使在团队中启用了*帮助*文章，Odoo 也**不会**将所有嵌套文章共享到网络上。面向客户的单篇文章**必须**已发布，才能在网站上查看。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:126 msgid "" "To publish an article, navigate to the desired article, by following the " "above steps, and click the :icon:`fa-share-alt` :guilabel:`Share` icon. This" " reveals a menu. Slide the toggle button labeled :guilabel:`Share to Web` to" " read :guilabel:`Article Published`." msgstr "" "要发布文章，请按照上述步骤导航到所需文章，然后点击 :icon:`fa-share-alt`:`共享` 图标。这将显示一个菜单。滑动标有 " ":guilabel:`分享到网络` 切换按钮，阅读 :guilabel:`已发布文章`。" #: ../../content/applications/services/helpdesk/overview/help_center.rst-1 msgid "View of a knowledge article focused on sharing and publishing options." msgstr "视图：知识库文章，分享和发布选项。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:134 msgid "Solve tickets with a clipboard box" msgstr "用剪贴板框解决工单问题" #: ../../content/applications/services/helpdesk/overview/help_center.rst:136 msgid "" "*Clipboard* boxes can be added to **Knowledge** articles to allow content to" " be reused, copied, sent as messages, or added to the description on a " "ticket. This allows teams to maintain consistency when answering customer " "tickets, and minimize the amount of time spent on responding to repeat " "questions." msgstr "" "可在**知识库**文章中添加*剪贴板*框，以便重复使用、复制、作为消息发送或添加到工单的描述中。这样，团队在回答客户问题时就能保持一致性，并最大限度地减少回答重复问题所花费的时间。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:141 msgid "Add clipboard boxes to articles" msgstr "将剪贴板框添加到文章中" #: ../../content/applications/services/helpdesk/overview/help_center.rst:143 msgid "" "To create a clipboard box, go to :menuselection:`Knowledge app --> Help`. " "Click on an existing nested article or create a new one by clicking the " "|plus| next to *Help*." msgstr "" "要创建剪贴板框，请转到 :menuselection:`知识库应用程序 --> 帮助`。点击现有的嵌套文章，或点击*帮助*旁边的 |加号| 创建新文章。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:146 msgid "" "Type :kbd:`/` to open the *powerbox*, and view a drop-down list of " ":doc:`commands <../../../productivity/knowledge/articles_editing>`. Select " "or type :kbd:`clipboard`. A gray block is then added to the page. Add any " "necessary content to this block." msgstr "" "输入 :kbd:`/` 打开 *powerbox*，查看 :doc:`指令 " "<.../.../.../productivity/knowledge/articles_editing>` 的下拉列表。选择或键入 " ":kbd:`剪贴板`。页面中将添加一个灰色块。在此块中添加任何必要的内容。" #: ../../content/applications/services/helpdesk/overview/help_center.rst-1 msgid "View of a clipboard in knowledge with focus on send and copy options." msgstr "知识库中的剪贴板视图，重点在发送和复制选项。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:154 msgid "" "Clipboard boxes only display the :guilabel:`Use as description` or " ":guilabel:`Send as Message` options if they are accessed directly from the " "**Helpdesk**." msgstr "剪贴板框只有在直接从 **服务台** 访问时才会显示 :guilabel:`用作说明` 或 :guilabel:`作为信息发送` 选项。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:158 msgid "Use clipboard boxes in tickets" msgstr "在工单中使用剪贴板框" #: ../../content/applications/services/helpdesk/overview/help_center.rst:160 msgid "" "Clipboard boxes can be used to respond directly to a **Helpdesk** ticket as " "a message, or to add information to the ticket's description." msgstr "剪贴板框可用于直接以消息形式回复**服务台**工单，或在工单描述中添加信息。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:163 msgid "" "To use clipboard boxes in a **Helpdesk** ticket, first, open a ticket, " "either from the :guilabel:`Helpdesk` dashboard or by going to " ":menuselection:`Helpdesk app --> Tickets --> All Tickets` and selecting a " "ticket from the list." msgstr "" "要在 **服务台** 工单中使用剪贴板框，首先，从 :guilabel:`服务台`仪表板或进入 :menuselection:`服务台应用程序 --> " "工单 --> 所有工单` 从列表中选择一个工单，打开一个工单。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:167 msgid "" "Click on the :guilabel:`Knowledge (bookmark)` icon in the top-right corner. " "This opens a search window. In this search window, select, or search, for " "the desired article. Doing so reveals that article page in the Odoo " "**Knowledge** application." msgstr "" "点击右上角的 :guilabel:`知识库 (书签)` 图标。这将打开一个搜索窗口。在搜索窗口中，选择或搜索所需的文章。这样，Odoo " "**知识库**应用程序中的文章页面就会显示出来。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:171 msgid "" "To use a clipboard box to respond to a ticket, click :guilabel:`Send as " "message` in the upper-right corner of the clipboard box, located in the body" " of the article." msgstr "要使用剪贴板框回复工单，请点击位于文章正文中的剪贴板框右上角的 :guilabel:`作为消息发送`。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:174 msgid "" "Doing so opens a :guilabel:`Compose Email` pop-up window. In this window, " "select the recipients, make any necessary additions or edits to the " "clipboard content, then click :guilabel:`Send`." msgstr "" "这样做将弹出 :guilabel:`撰写电子邮件` 窗口。在该窗口中，选择收件人，对剪贴板内容进行必要的添加或编辑，然后点击 " ":guilabel:`发送`。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:178 msgid "" "To use a clipboard box to add information to a ticket's description, click " ":guilabel:`Use as description` in the upper-right corner of the clipboard " "box, located in the body of the article. Doing so does **not** replace the " "existing text in a ticket's description. The content from the clipboard box " "is added as additional text." msgstr "" "要使用剪贴板框为票单说明添加信息，请点击位于文章正文中的剪贴板框右上角的 " ":guilabel:`用作描述`。这样做**不会**取代工单描述中的现有文本。剪贴板框中的内容将作为附加文本添加。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:186 msgid "Community Forum" msgstr "社区论坛" #: ../../content/applications/services/helpdesk/overview/help_center.rst:188 msgid "" "A *Community Forum* provides a space for customers to answer each other's " "questions and share information. By integrating a forum with a **Helpdesk** " "team, tickets submitted by customers can be converted to posts and shared." msgstr "" "*社区论坛* 为客户提供了一个相互解答问题和共享信息的空间。通过将论坛与 **服务台** 团队整合，可将客户提交的工单转换为帖子并进行共享。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:193 msgid "Enable forums on a Helpdesk team" msgstr "启用服务台团队论坛" #: ../../content/applications/services/helpdesk/overview/help_center.rst:195 msgid "" "To enable :guilabel:`Community Forums` on a **Helpdesk** team, start by " "navigating to :menuselection:`Helpdesk app --> Configuration --> Helpdesk " "Teams` and select a team, or create a :doc:`new one <../../helpdesk>`." msgstr "" "要在**服务台**团队中启用 :guilabel:`社区论坛`，首先导航到 :menuselection:`服务台应用程序 --> 配置 --> 服务台" " 团队`，然后选择一个团队，或创建一个 :doc:`新 <.../.../helpdesk>`团队。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:199 msgid "" "Selecting or creating a team reveals that team's detail form. Scroll down to" " the :guilabel:`Help Center` section of features, and enable " ":guilabel:`Community Forum`, by checking the box beside it." msgstr "" "选择或创建一个团队会显示该团队的详细表格。向下滚动到 :guilabel:`帮助中心` 功能部分，选中旁边的复选框，启用 " ":guilabel:`社区论坛`。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:202 msgid "" "When activated, a new field labeled :guilabel:`Forums` appears beneath." msgstr "激活后，下方会出现一个标有 :guilabel:`论坛` 的新字段。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:204 msgid "" "Click the empty :guilabel:`Forums` field to reveal a drop-down menu. By " "default, there is only one option to begin with, labeled :guilabel:`Help`. " "That is the option Odoo automatically created when the :guilabel:`Community " "Forums` feature was enabled. Select :guilabel:`Help` from the drop-down menu" " to enable that forum." msgstr "" "点击空白的 :guilabel:`论坛` 字段，显示一个下拉菜单。默认情况下，只有一个选项，标注为 :guilabel:`帮助`。这是启用 " ":guilabel:`社区论坛` 功能时 Odoo 自动创建的选项。从下拉菜单中选择 :guilabel:`帮助` 以启用该论坛。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:209 msgid "" "To create a new forum, type a name into the blank :guilabel:`Forums` field, " "then click the :guilabel:`Create and Edit` option. Multiple forums can be " "selected in this field." msgstr "" "要创建新论坛，请在空白的 :guilabel:`论坛` 字段中输入名称，然后点击 :guilabel:`创建和编辑` 选项。可在该字段中选择多个论坛。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:213 msgid ":doc:`Forum documentation <../../../websites/forum>`" msgstr ":doc:`论坛说明文档 <../../../websites/forum>`" #: ../../content/applications/services/helpdesk/overview/help_center.rst:216 msgid "Create a forum post from a Helpdesk ticket" msgstr "从服务台工单创建论坛帖文" #: ../../content/applications/services/helpdesk/overview/help_center.rst:218 msgid "" "When a **Helpdesk** team has a *Forum* enabled, tickets submitted to that " "team can be converted to forum posts." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:221 msgid "" "To do that, select a ticket, either from a team's pipeline or from " ":menuselection:`Tickets --> All Tickets` in the :guilabel:`Helpdesk` " "application." msgstr "" "要执行此操作，请从团队管道或 :guilabel:`服务台` 应用程序中的 :menuselection:`工单 --> 全部工单` 选择工单。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:224 msgid "" "At the top of the ticket detail form, click the :guilabel:`Share on Forum` " "button." msgstr "在工单详情表单顶部，单击 :guilabel:`在论坛上分享` 按钮。" #: ../../content/applications/services/helpdesk/overview/help_center.rst-1 msgid "" "Overview of the Forums page of a website to show the available ones in Odoo " "Helpdesk." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:229 msgid "" "When clicked, a pop-up window appears. Here, the :guilabel:`Forum` post and " ":guilabel:`Title` can be edited to correct any typos, or modified to remove " "any proprietary or client information." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:232 msgid "" ":guilabel:`Tags` can also be added to help organize the post in the forum, " "making it easier for users to locate during a search. When all adjustments " "have been made, click :guilabel:`Create and View Post`." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:237 msgid "Create a Helpdesk ticket from a forum post" msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:239 msgid "" "Forum posts submitted by portal users can be converted to **Helpdesk** " "tickets." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:241 msgid "" "To create a ticket, navigate to a forum post, and click the :icon:`fa-" "ellipsis-h` :guilabel:`(ellipsis)` icon. Then, click :guilabel:`Create " "Ticket`." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst-1 msgid "A forum post with the create ticket option visible." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:247 msgid "" "This opens a :guilabel:`Create Ticket` pop-up. Make any necessary edits to " "the :guilabel:`Create Ticket` field. Then, confirm the :guilabel:`Helpdesk " "Team` the ticket should be assigned to." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:250 msgid "Click :guilabel:`Create & View Ticket` or :guilabel:`Create Ticket`." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:253 msgid "The original forum post is linked in the chatter on the new ticket." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:256 msgid "eLearning" msgstr "在线学习" #: ../../content/applications/services/helpdesk/overview/help_center.rst:258 msgid "" "Odoo **eLearning** courses offer customers additional training and content " "in the form of videos, presentations, and certifications/quizzes. Providing " "additional training enables customers to work through issues and find " "solutions on their own. They can also develop a deeper understanding of the " "services and products they are using." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:264 msgid "Enable eLearning courses on a Helpdesk team" msgstr "在服务台团队中启用线上学习课程" #: ../../content/applications/services/helpdesk/overview/help_center.rst:266 msgid "" "To enable **eLearning** courses on a **Helpdesk** team, go to " ":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams` and " "select a team, or create a :doc:`new one <../../helpdesk>`." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:269 msgid "" "On the team's settings page, scroll to the :guilabel:`Help Center` section, " "and check the box next to :guilabel:`eLearning`. A new field appears below, " "labeled :guilabel:`Courses`." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:272 msgid "" "Click the empty field next to :guilabel:`Courses` beneath the " ":guilabel:`eLearning` feature to reveal a drop-down menu. Select an " "available course from the drop-down menu, or type a title into the field, " "and click :guilabel:`Create and edit` to create a new course from this page." " Multiple courses can be assigned to a single team." msgstr "" "点击 :guilabel:`线上学习` 功能下方 :guilabel:`课程` " "旁边的空白区域，显示一个下拉菜单。从下拉菜单中选择可用的课程，或在字段中键入标题，然后单击 :guilabel:`创建并编辑` " "从本页创建新课程。可为一个团队分配多个课程。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:278 msgid "Create an eLearning course" msgstr "创建线上学习课程" #: ../../content/applications/services/helpdesk/overview/help_center.rst:280 msgid "" "A new **eLearning** course can be created from the :guilabel:`Helpdesk` " "team's settings page, as in the step above, or from the **eLearning** app." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:283 msgid "" "To create a course directly through the **eLearning** application, navigate " "to :menuselection:`eLearning --> New`. This reveals a blank course template " "that can be customized and modified as needed." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:287 msgid "" "On the course template page, add a :guilabel:`Course Title`, and below that," " :guilabel:`Tags`." msgstr "在课程模板页面，添加 :guilabel:`课程名称`，并在其下方添加 :guilabel:`标签`。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:289 msgid "Click on the :guilabel:`Options` tab." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:291 msgid "" "Under :guilabel:`Access Rights`, select which users are able to view and " "enroll in the course." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:293 msgid "" "The :guilabel:`Show Course To` field defines who can access the courses. The" " :guilabel:`Enroll Policy` field specifies how they can register for the " "course." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:296 msgid "" "Under :guilabel:`Display`, choose the preferred course :guilabel:`Type`." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:299 msgid "Add content to an eLearning course" msgstr "将内容添加到线上学习课程" #: ../../content/applications/services/helpdesk/overview/help_center.rst:301 msgid "" "To add content to a course, click the :guilabel:`Content` tab and select " ":guilabel:`Add Content`. Choose the :guilabel:`Content Type` from the drop-" "down menu and upload the file, or paste the link, where instructed. Click " ":guilabel:`Save` when finished. Click :guilabel:`Add Section` to organize " "the course in sections." msgstr "" "要为课程添加内容，请单击 :guilabel:`内容` 选项卡并选择 :guilabel:`添加内容`。从下拉菜单中选择 " ":guilabel:`内容类型`，然后上传文件或粘贴链接。完成后单击 :guilabel:`保存`。 单击 :guilabel:`添加章节` " "按章节组织课程。" #: ../../content/applications/services/helpdesk/overview/help_center.rst-1 msgid "View of a course being published for Odoo Helpdesk." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:310 msgid "" "In order to add a certification to a course, go to :menuselection:`eLearning" " --> Configuration --> Settings`, check the box labeled " ":guilabel:`Certifications`, and :guilabel:`Save` to activate the setting." msgstr "" "要在课程中添加认证，请访问 :menuselection:`线上学习 --> 配置 --> 设置`，选中标有 :guilabel:`认证` " "的复选框，然后 :guilabel:`保存`以激活设置。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:315 msgid "" "`Odoo Tutorials: eLearning `_" msgstr "`Odoo 教程：线上学习`_" #: ../../content/applications/services/helpdesk/overview/help_center.rst:318 msgid "Publish an eLearning course" msgstr "发布线上学习课程" #: ../../content/applications/services/helpdesk/overview/help_center.rst:320 msgid "" "To allow customers to enroll in a course, both the course and the contents " "**must** be published." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:323 msgid "" "If the course is published, but the contents of the course are **not** " "published, customers can enroll in the course on the website, but they are " "**not** able to view any of the course content. Knowing this, it may be " "beneficial to publish the course first, if the course contents are intended " "to be released over time, such as classes with a weekly schedule." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:328 msgid "" "To make the entire course available at once, each piece of course content " "must be published first, then the course can be published." msgstr "要想一次性提供整个课程，必须先发布每个课程内容，然后才能发布课程。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:331 msgid "" "To publish a course, choose a course from the **eLearning** dashboard. On " "the course template page, click the :guilabel:`Go to Website` smart button." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:334 msgid "" "This will reveal the front end of the course's web page. At the top of the " "course web page, move the :guilabel:`Unpublished` toggle switch to " ":guilabel:`Published`." msgstr "这将显示课程网页的前端。在课程网页的顶部，将 :guilabel:`未发布` 切换开关移至 :guilabel:`已发布`。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:338 msgid "Publish eLearning course contents from the back-end" msgstr "从后台发布线上学习课程内容" #: ../../content/applications/services/helpdesk/overview/help_center.rst:340 msgid "" "To publish **eLearning** course content from the back-end, choose a course " "from the **eLearning** dashboard. On the course template page, click the " ":guilabel:`Published Contents` smart button." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:343 msgid "" "Doing so reveals a separate page displaying all the published content " "related to that course. Remove the default :guilabel:`Published` filter from" " the search bar in the upper-right corner, to reveal all the content related" " to the course - even the non-published content." msgstr "" "这样就会出现一个单独的页面，显示与该课程相关的所有已发布内容。从右上角的搜索栏中移除默认的 :guilabel:`已发布` " "筛选器，即可显示与课程相关的所有内容，包括未发布的内容。" #: ../../content/applications/services/helpdesk/overview/help_center.rst:347 msgid "" "Click the :icon:`oi-view-list` :guilabel:`(list)` icon to switch to list " "view." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:349 msgid "" "While in list view, there is a checkbox on the far-left of the screen, above" " the listed courses, to the left of the :guilabel:`Title` column title. When" " that checkbox is clicked, all the course contents are selected at once." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst:353 msgid "" "With all the course content selected, click any of the boxes in the " ":guilabel:`Is Published` column. This reveals a pop-up window, asking for " "confirmation that all selected records are intended to be published. Click " ":guilabel:`Confirm` to automatically publish all course content." msgstr "" #: ../../content/applications/services/helpdesk/overview/help_center.rst-1 msgid "View of a course contents being published in Odoo Helpdesk back-end." msgstr "视图：Odoo 服务台后端正在发布的课程" #: ../../content/applications/services/helpdesk/overview/ratings.rst:3 msgid "Customer ratings" msgstr "客户评分" #: ../../content/applications/services/helpdesk/overview/ratings.rst:5 msgid "" "Asking customers to rate the support they received from a *Helpdesk* team " "provides an opportunity to gauge team performance and track customer " "satisfaction. Ratings can be published on the portal, providing customers " "with a general overview of the team's performance." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:12 msgid "Enable customer ratings on Helpdesk teams" msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:14 msgid "" "To enable *customer ratings* on a helpdesk team, navigate to " ":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Select a" " team from the list and click on it to open the settings page. Scroll to the" " :guilabel:`Performance` section, and tick the :guilabel:`Customer Ratings` " "checkbox." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst-1 msgid "" "Overview of the settings page of a helpdesk team emphasizing the rating on ticket feature\n" "in Odoo Helpdesk." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:25 msgid "Set a ratings request email template on a stage" msgstr "在阶段上设置评分请求电子邮件模板" #: ../../content/applications/services/helpdesk/overview/ratings.rst:27 msgid "" "To automatically request ratings from customers once their tickets have " "closed, an email template should be added to the appropriate stage." msgstr "要在客户的工单关闭后自动要求客户评分，应在相应阶段添加电子邮件模板。" #: ../../content/applications/services/helpdesk/overview/ratings.rst:30 msgid "" "After the :guilabel:`Customer Ratings` :ref:`setting has been enabled " "` on the team's settings page, click the " ":guilabel:`Set an Email Template on Stages` link. Select a stage from the " "list, or click :guilabel:`New` to create a new stage." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:35 msgid "" "Customers should only be asked to rate tickets once an issue has been " "resolved and their ticket is *closed*. Therefore, a *ratings request* email " "should **only** be added to a stage that is folded in the Kanban, as tickets" " in a *folded stage* are considered closed." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:39 msgid "" "On the stage's settings page, select the template, `Helpdesk: Ticket Rating " "Request` in the :guilabel:`Email Template` field. This template has been " "preconfigured with ratings customers can use to provide feedback. To view " "the template, click the arrow button to the right of the field." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:43 msgid "" "After the template is added to the stage, it automatically sends a message " "when a ticket is moved to that stage. Customers are then asked to rate the " "support they received with colored icons." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:46 msgid "*Green smiling face* - Satisfied" msgstr "*绿色笑脸* - 满意" #: ../../content/applications/services/helpdesk/overview/ratings.rst:47 msgid "*Yellow neutral face* - Okay" msgstr "*黄色一般表情* - 还行" #: ../../content/applications/services/helpdesk/overview/ratings.rst:48 msgid "*Red frowning face* - Dissatisfied" msgstr "*红色皱眉脸* - 不满意" #: ../../content/applications/services/helpdesk/overview/ratings.rst:50 msgid "" "After selecting a rating, customers are taken to a webpage where they can " "provide specific written feedback to support their rating. The rating is " "then submitted, and the rating, as well as any additional comments, are " "added to the chatter on the ticket." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:55 msgid "" "Customer ratings can also be viewed through the :guilabel:`Customer Ratings`" " report. To view this report, go to :menuselection:`Helpdesk app --> " "Reporting --> Customer Ratings`." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:59 msgid ":doc:`../../../general/companies/email_template`" msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:62 msgid "Publish ratings on the customer portal" msgstr "在客户门户网站上公布评分" #: ../../content/applications/services/helpdesk/overview/ratings.rst:64 msgid "" "After enabling the :guilabel:`Customer Ratings` setting, an option to " "publish ratings on the team's website appears. Enabling this setting " "provides portal users with an overview of the ratings the team has received " "over the last thirty days. Specific written feedback will not be included; " "only statistics of the team's performance will be visible." msgstr "" "启用 :guilabel:`客户评分` " "设置后，会出现在团队网站上公布评分的选项。启用此设置后，门户用户可以看到团队在过去三十天内收到的评分。其中不包括文字反馈，只显示团队表现的统计数据。" #: ../../content/applications/services/helpdesk/overview/ratings.rst:70 msgid "" "To display ratings on the customer portal, a team **must** have their " "visibility setting set to :guilabel:`Invited portal users and all internal " "users (public)`. To enable this setting, navigate to " ":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Select a" " team from the list and click on it to open the settings page. Scroll to the" " :guilabel:`Visibility & Assignment` section, and tick the " ":guilabel:`Invited portal users and all internal users (public)` checkbox." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:77 msgid "" "Next, to publish the ratings, go to :menuselection:`Helpdesk app--> " "Configuration --> Helpdesk Teams` and select a team. Scroll to " ":guilabel:`Performance` and tick the checkbox for :guilabel:`Publish this " "team's ratings on your website`." msgstr "" #: ../../content/applications/services/helpdesk/overview/ratings.rst:81 msgid "" "To view the ratings for a team, a customer will log into the portal and " "navigate to one of their tickets. After clicking on the team name in the " ":guilabel:`Managed By` field, they will be directed to a page with the " "team's ratings over the past thirty days." msgstr "" "要查看一个团队的评分，客户需要登录门户网站并导航至相应工单。点击:guilabel:`管理者` " "字段中的团队名称后，将被引导到一个页面，会显示该团队在过去 30 天内的评分。" #: ../../content/applications/services/helpdesk/overview/ratings.rst-1 #: ../../content/applications/services/helpdesk/overview/ratings.rst-1 msgid "View of the ratings performance overview from the customer portal." msgstr "从客户门户网站概览评分表现。" #: ../../content/applications/services/helpdesk/overview/ratings.rst:90 msgid ":doc:`Portal access <../../../general/users/portal>`" msgstr ":doc:`门户网站 <../../../general/users/portal>`" #: ../../content/applications/services/helpdesk/overview/ratings.rst:93 msgid "Manually hide individual ratings" msgstr "手动隐藏单个评分" #: ../../content/applications/services/helpdesk/overview/ratings.rst:95 msgid "" "Individual ratings can be manually hidden from the portal. This allows for " "specific ratings to be kept out of the performance metrics shared with " "customers." msgstr "可以在门户网站上手动隐藏单个评级。这样就可以在与客户共享的绩效指标中保留特定评级。" #: ../../content/applications/services/helpdesk/overview/ratings.rst:98 msgid "" "To make a rating visible only to internal users, navigate to the page for a " "rating. This can be done in one of the following ways:" msgstr "要使评分只对内部用户可见，请导航到评分页面。可以通过以下方式之一实现：" #: ../../content/applications/services/helpdesk/overview/ratings.rst:101 msgid "" "Go to :menuselection:`Helpdesk app --> Reporting --> Customer Ratings` and " "click on one of the Kanban cards for an individual rating." msgstr "转到 :menuselection:`服务台 --> 报告 --> 客户评分` 并单击其中一个看板卡，查看单个评级。" #: ../../content/applications/services/helpdesk/overview/ratings.rst:103 msgid "" "Navigate to :menuselection:`Helpdesk app--> Tickets --> All Tickets` and " "remove the :guilabel:`Open` filter from the search bar. Then filter by " ":guilabel:`Satisfied`, :guilabel:`Okay` and/or :guilabel:`Dissatisfied`. " "Select a ticket from the results. Click the :guilabel:`Rating` smart button." msgstr "" "导航至 :menuselection:`服务台应用程序 --> 工单 --> 全部工单`，并从搜索栏中删除 :guilabel:`打开` 筛选器。然后按" " :guilabel:`满意`、:guilabel:`好`和/或 :guilabel:`不满意`进行筛选。从结果中选择工单。点击 " ":guilabel:`评分` 智能按钮。" #: ../../content/applications/services/helpdesk/overview/ratings.rst:108 msgid "" "Once on the rating details page, check the :guilabel:`Visible Internally " "Only` box." msgstr "进入评分详细信息页面后，选中 :guilabel:`仅内部可见` 复选框。" #: ../../content/applications/services/helpdesk/overview/ratings.rst:115 msgid ":doc:`../advanced/close_tickets`" msgstr ":doc:`../advanced/close_tickets`" #: ../../content/applications/services/helpdesk/overview/ratings.rst:116 msgid ":doc:`reports`" msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:3 msgid "Receiving tickets" msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:5 msgid "" "Odoo's **Helpdesk** app offers multiple channels where customers can reach " "out for assistance, such as email, live chat, and through a website's " "submission form. The variety of these contact options provides customers " "with multiple opportunities to receive support quickly while also allowing " "the support team to manage multi-channel support tickets from one central " "location." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:11 msgid "Enable channel options to submit tickets" msgstr "启用提交工单的渠道选项" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:13 msgid "" "Go to :menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, " "and choose an existing team, or click :guilabel:`New` to :doc:`create a new " "team <../../helpdesk>`." msgstr "" "进入 :menuselection:`服务台应用程序 --> 配置 --> 服务台团队`，选择一个现有的团队，或者点击 :guilabel:`新建` 到" " :doc:`创建新团队 <.../../helpdesk>` 。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:16 msgid "" "On the team's settings page, scroll down to the :guilabel:`Channels` and " ":guilabel:`Help Center` sections. Enable one or more channels by checking " "the respective boxes." msgstr "" "在团队设置页面，向下滚动到 :guilabel:`频道` 和 :guilabel:`帮助中心` 部分。选中相应的复选框，启用一个或多个频道。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:19 msgid ":ref:`Email Alias `" msgstr ":ref:`电子邮件别名 `" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:20 msgid ":ref:`Live Chat `" msgstr ":ref:`在线客服 `" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:21 msgid ":ref:`Website Form `" msgstr ":ref:`网站表单 `" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:26 msgid "Email Alias" msgstr "电子邮箱别名" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:28 msgid "" "The *Email Alias* setting creates tickets from messages sent to that team's " "specified email alias." msgstr "*电子邮件别名*设置会自动从发送到该团队指定电子邮件别名的信息中创建工单。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:31 msgid "" "The following steps are for **Odoo Online** and **Odoo.sh** databases. For " "**On-premise** databases, external servers are required for email aliases." msgstr "以下步骤适用于 **Odoo 云端版** 和 **Odoo.sh** 数据库。对于**本地安装**数据库，电子邮件别名需要外部服务器。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:34 msgid "" "When a new **Helpdesk** team is created, an email alias is created for it. " "This alias can be changed on the team's settings page." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:37 msgid "" "To change a **Helpdesk** team's email alias, navigate to " ":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and " "click on a team name to open its settings page." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:40 msgid "" "Then, scroll to :menuselection:`Channels --> Email Alias`. In the " ":guilabel:`Alias` field, type the desired name for the team's email alias." msgstr "" "然后，滚动到 :menuselection:`频道 --> 电子邮件别名`。在 :guilabel:`别名` " "字段中，为团队的电子邮件别名键入所需的名称。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1 msgid "" "View of the settings page of a Helpdesk team emphasizing the email alias feature in Odoo\n" "Helpdesk." msgstr "服务台团队设置页面的视图，强调 Odoo 中的电子邮件别名功能。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:48 msgid "" "Custom email domains are **not** required in order to use an email alias, " "however, they can be configured through the **Settings** app." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:51 msgid "" "If the database does not have a custom domain already configured, click " ":guilabel:`Set an Alias Domain` to be redirected to the :guilabel:`Settings`" " page. From there, enable :guilabel:`Custom Email Servers`." msgstr "" "如果数据库尚未配置自定义域，请点击 :guilabel:`设置别名域` 重定向到 :guilabel:`设置` 页面。从那里启用 " ":guilabel:`自定义电子邮件服务器`。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:55 msgid "" "When an email is received, the subject line becomes the title of a new " "**Helpdesk** ticket. The body of the email is also added to the ticket, " "under the :guilabel:`Description` tab, and in the ticket's chatter." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:62 msgid "Live Chat" msgstr "在线聊天" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:64 msgid "" "The **Live Chat** feature lets website visitors connect directly with a " "support agent or chatbot. **Helpdesk** tickets can be instantly created " "during these conversations using the :doc:`response command " "` `/ticket`." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:68 msgid "" "To enable **Live Chat**, navigate to the :menuselection:`Helpdesk app --> " "Configuration --> Helpdesk Teams` list view, select a team, and on the " "team's settings page, click the checkbox next to :guilabel:`Live Chat`, " "under the :guilabel:`Channels` section." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:73 msgid "" "If this is the first time :doc:`Live Chat `" " has been enabled on the database, the page may need to be saved manually " "and refreshed before any further steps can be taken." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:77 msgid "" "After the :guilabel:`Live Chat` setting is enabled on a **Helpdesk** team, a" " new **Live Chat** channel is created. Click on :guilabel:`Configure Live " "Chat Channel` to update the channel's settings." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:82 msgid "Live Chat channel configuration" msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:84 msgid "" "On the channel's settings page, :guilabel:`Channel Name` can be edited, " "though, Odoo names the channel to match the **Helpdesk** team name, by " "default." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:88 msgid "" "If a **Helpdesk** team is named `Customer Care`, a **Live Chat** channel is " "created called `Customer Care`." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0 #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1 msgid "View of the Kanban cards for the available Live Chat channels." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:94 msgid "On the channel form, navigate through the tabs to complete the setup." msgstr "在频道表单上，浏览选项卡以完成设置。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:97 msgid "Operators tab" msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:99 msgid "" "*Operators* are the users who act as agents and respond to live chat " "requests from customers. The user who created the live chat channel is added" " by default." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:102 msgid "" "To add additional users, click on the :guilabel:`Operators` tab, then click " ":guilabel:`Add`." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:104 msgid "" "Click the checkbox next to the users to be added on the :guilabel:`Add: " "Operators` pop-up window that appears, then click :guilabel:`Select`." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:107 msgid "Click :guilabel:`New` to create new operators, if needed." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:109 msgid "" "When the desired addition is complete, click :guilabel:`Save & Close`, or " ":guilabel:`Save & New` to add multiple new operators." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:113 msgid "" "Creating a new user can impact the status of an Odoo subscription, as the " "total number of users in a database counts towards the billing rate. Proceed" " with caution before creating a new user. If a user already exists, adding " "them as an operator will **not** alter the subscription or billing rate for " "a database." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:118 msgid "" "Additionally, current operators can be edited or removed by clicking on " "their respective boxes in the :guilabel:`Operators` tab, and then adjusting " "their form values on the pop-up form that appears, or by using one of the " "buttons located at the bottom of the form, such as :guilabel:`Remove`." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:123 msgid "" "Users can add themselves as an operator by clicking the :guilabel:`Join " "Channel` button on a **Live Chat** channel." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:0 msgid "" "View of a live chat channel Kanban card with the join button emphasized." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:130 msgid "Options tab" msgstr "“选项”选项卡" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:132 msgid "" "The :guilabel:`Options` tab contains the visual and text settings for the " "live chat window." msgstr ":guilabel:`选项` 选项卡包含在线客服窗口的视觉和文本设置。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1 msgid "View of the options tab of a Live Chat channel's settings." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:137 msgid "" ":guilabel:`Notification Text`: This field updates the greeting displayed in " "the text bubble when the live chat button appears on the website." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:140 msgid "" ":guilabel:`Livechat Button Color`: This field alters the color of the live " "chat button as it appears on the website. To change the color, click on a " "color bubble to open the color selection window, then click and drag the " "circle along the color gradient. Click out of the selection window once " "complete. Click the refresh icon to the right of the color bubbles to reset " "the colors to the default selection." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:146 #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:177 msgid ":guilabel:`Show`: The chat button displays on the selected page." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:147 #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:179 msgid "" ":guilabel:`Show with notification`: The chat button is displayed, with the " "addition of the :guilabel:`Notification text` from the :guilabel:`Options` " "tab." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:149 #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:182 msgid "" ":guilabel:`Open automatically`: The chat button is displayed, and " "automatically opens the chat window after a designated amount of time. The " "amount of time is designated in the :guilabel:`Open automatically timer` " "field, which appears only when this display option is selected." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:152 #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:186 msgid "" ":guilabel:`Hide`: The chat button is hidden from display on the webpage." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:155 msgid "" "Color selection, for the button or header, can be made manually, or through " "RGB, HSL, or HEX code selection. Different options are available, depending " "on the operating system or browser." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:159 msgid "Channel Rules tab" msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:161 msgid "" "The :guilabel:`Channel Rules` tab determines when the live chat window opens" " on the website by logic of when a :guilabel:`URL Regex` action is triggered" " (e.g., a page visit)." msgstr "" "guilabel:`频道规则'选项卡根据触发 :guilabel:`URL Regex` 操作（如页面访问）的逻辑决定网站上的即时聊天窗口何时打开。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:165 msgid "" "A regex, or regular expression, is sometimes referred to as a rational " "expression. It is a sequence of characters that specifies a match pattern in" " text. A match is made within the given range of numbers or for the set of " "characters." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:169 msgid "" "Edit existing rules by selecting them from the :guilabel:`Channel Rules` " "tab, or create a new rule by clicking :guilabel:`Add a line`." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:172 msgid "" "Then, proceed to configure the details for how the rule should apply on the " "pop-up form that appears." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:175 msgid "Choose how the *Live Chat Button* displays on the webpage." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:188 msgid "" "To include a :guilabel:`Chatbot` on this channel, select it from the drop-" "down menu. If the chatbot should only be active when no operators are " "available, check the box labeled :guilabel:`Enabled only if no operator`." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:193 msgid "" "If a :doc:`chatbot ` is added to a" " live chat channel, a new :guilabel:`Chatbots` smart button appears on the " "channel settings form. Click here to create and update the chatbot *script*." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:197 msgid "" "Each line in the script contains a :guilabel:`Message`, :guilabel:`Step " "Type`, :guilabel:`Answers`, and conditional *Only If* logic that applies " "when certain pre-filled answers are chosen." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:201 msgid "" "To create more steps in the script, click :guilabel:`Add a line`, and fill " "out the script steps form, according to the desired logic." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:204 msgid "" "Add the URLs for the pages where the channel should appear in the " ":guilabel:`URL Regex` field. Only the path from the root domain is needed, " "not the full URL." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:207 msgid "" "If this channel should only be available to users in specific countries, add" " those countries to the :guilabel:`Country` field. If this field is left " "blank, the channel is available to all site visitors." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:215 msgid "Widget tab" msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:217 msgid "" "The :guilabel:`Widget` tab on the live chat channel form offers a website " "widget that can be added to third-party websites. Additionally, a URL is " "available, that can provide instant access to a live chat window." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:221 msgid "" "The live chat :guilabel:`Widget` can be applied to websites created through " "Odoo by navigating to the :menuselection:`Website app --> Configuration --> " "Settings --> Email & Marketing`. Then, scroll to the :guilabel:`Live Chat` " "field, and select the channel to add to the site. Click :guilabel:`Save` to " "apply." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:226 msgid "" "To add the widget to a website created on a third-party website, click the " ":guilabel:`Copy` button next to the first listed code, and paste the code " "into the `` tag on the site." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:229 msgid "" "To send a live chat session to a customer or supplier, click the " ":guilabel:`Copy` button next to the second listed code, and send the URL via" " email." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:233 msgid "Create a support ticket from a live chat session" msgstr "从在线客服会话创建支持工单" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:235 msgid "" "Operators who have joined a live chat channel are able to communicate with " "site visitors in real-time." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:238 msgid "" "During the conversation, an operator can use the shortcut :doc:`command " "` `/ticket` to create a ticket " "without leaving the chat window. The transcript from the conversation is " "added to the new ticket, under the :guilabel:`Description` tab." msgstr "" "在对话过程中，操作员可以使用快捷键 " ":doc:`command``/ticket` " "创建工单，而无需离开聊天窗口。对话副本会添加到新工单的 :guilabel:`描述` 选项卡下。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:244 msgid "" "**Helpdesk** tickets can also be created through the :doc:`WhatsApp " "` app using the same `/ticket` command." msgstr "" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:250 msgid "Website Form" msgstr "网站表单" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:252 msgid "" "Enabling the *Website Form* setting adds a new page to the website with a " "customizable form. A new ticket is created once the required form fields are" " filled out and submitted." msgstr "启用 *网站表单* 设置可在网站上添加一个带有可定制表单的新页面。一旦填写并提交了所需的表单字段，就会创建一个新的工单。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:255 msgid "" "To activate the website form, navigate to a team's settings page under " ":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`, and " "selecting the desired team from the list." msgstr "" "要激活网站表单，请导航至:menuselection:`服务台应用程序 --> 配置--> 服务台团队`下的团队设置页面，然后从列表中选择所需的团队。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:258 msgid "" "Then, locate the :guilabel:`Website Form` feature, under the :guilabel:`Help" " Center` section, and check the box." msgstr "然后，找到 :guilabel:`服务台中心` 部分下的 :guilabel:`网站表格` 功能，并选中该复选框。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:261 msgid "" "If more than one website is active on the database, confirm the correct " "website is listed in the :guilabel:`Website` field. If not, select the " "correct one from the drop-down list." msgstr "如果数据库中活跃的网站不止一个，请确认 :guilabel:`网站` 字段中列出的网站是否正确。如果没有，请从下拉列表中选择正确的网站。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:264 msgid "" "After the feature is activated, click the :guilabel:`Go to Website` smart " "button at the top of the :guilabel:`Teams` settings page to view and edit " "the new website form, which is created automatically by Odoo." msgstr "" "激活该功能后，点击 :guilabel:`团队` 设置页面顶部的 :guilabel:`前往网站` 智能按钮，即可查看和编辑 Odoo " "自动创建的新网站表单。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:269 msgid "" "After enabling the :guilabel:`Website Form` setting, the team's settings " "page may need to be refreshed before the :guilabel:`Go to Website` smart " "button appears." msgstr "启用 :guilabel:`网站表单` 设置后，可能需要刷新团队设置页面，才能显示 :guilabel:`转到网站` 智能按钮。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:272 msgid "" "Additionally, if a *Help Center* is published, the smart button navigates " "there first. Simply click the :guilabel:`Contact Us` button, at the bottom " "of the forum, to navigate to the ticket submission form." msgstr "" "此外，如果发布了*帮助中心*，智能按钮会首先导航到那里。只需点击论坛底部的 :guilabel:`联系我们` 按钮，即可导航至工单提交表单。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1 msgid "" "View of the settings page of a helpdesk team emphasizing the Go to Website button in\n" "Odoo Helpdesk." msgstr "帮助台团队设置页面的视图，强调 Odoo 服务中的“转到网站”按钮。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:281 msgid "Website ticket form customization" msgstr "网站工单表格定制" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:283 msgid "" "To customize the default ticket submission form, while on the website, click" " the :guilabel:`Edit` button in the upper-right corner of the page. This " "opens the editing sidebar on the right side. Then, click on one of the " "fields in the form, on the body of the website, to edit it." msgstr "" "要自定义设置默认工单提交表单，请在网站上点击页面右上角的 :guilabel:`编辑` " "按钮。将打开右侧的编辑边栏。然后，在网站正文中点击表单中的某个字段进行编辑。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:287 msgid "" "To add a new field, go to the :guilabel:`Field` section of the sidebar, and " "click :guilabel:`+ Field`." msgstr "要添加新字段，请转到侧边栏的 :guilabel:`字段` 部分，然后点击 :guilabel:`+ 字段`。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:290 msgid "" "Click the :guilabel:`🗑️ (trash can)` icon to delete the field, if necessary." msgstr "如有必要，点击 :guilabel:`️🗑️（垃圾桶）` 图标删除字段。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:292 msgid "Edit the other options for the new field in the sidebar, as desired:" msgstr "根据需要编辑侧边栏中新字段的其他选项：" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:294 msgid "" ":guilabel:`Type`: matches an Odoo model value to the field (e.g. `Customer " "Name`)." msgstr ":guilabel:`类型`：将 Odoo 模型值与字段匹配（例如，`客户名称`）。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:295 msgid "" ":guilabel:`Input Type`: determine what type of input the field should be, " "like `Text`, `Email`, `Telephone`, or `URL`." msgstr ":guilabel:`输入类型`：确定字段的输入类型，如`文本`、`电子邮件`、`电话`或`URL`。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:297 msgid "" ":guilabel:`Label`: give the form field a label (e.g. `Full Name`, `Email " "Address`, etc.). Also control the label position on the form by using the " "nested :guilabel:`Position` options." msgstr "" ":guilabel:`标签`：为表单字段添加标签（如`全名`、`电子邮件地址`等）。还可以使用嵌套的 :guilabel:`位置` " "选项控制标签在表单中的位置。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:299 msgid "" ":guilabel:`Description`: determine whether or not to add an editable line " "under the input box to provide additional contextual information related to " "the field." msgstr ":guilabel:`描述`：决定是否在输入框下添加可编辑行，以提供与字段相关的其他上下文信息。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:301 msgid ":guilabel:`Placeholder`: add a sample input value." msgstr ":guilabel:`占位符`：添加样本输入值。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:302 msgid "" ":guilabel:`Default Value`: add common use case values that most customers " "would find valuable. For example, this can include prompts of information " "customers should include to make it easier to solve their issue, such as an " "account number, or product number." msgstr "" ":guilabel:`默认值`：添加大多数客户认为有价值的常见用例值。例如，这可以包括客户应包含的信息提示，以便更容易解决他们的问题，如账号或产品编号。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:305 msgid "" ":guilabel:`Required`: determine whether or not to mark a field as required, " "in order for the form to be submitted. Toggle the switch from gray to blue." msgstr ":guilabel:`必填`：决定是否将某个字段标记为必填字段，以便提交表单。将开关从灰色切换到蓝色。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:307 msgid "" ":guilabel:`Visibility`: allow for absolute or conditional visibility of the " "field. Nested options, such as, device visibility, appear when certain " "options are selected." msgstr ":guilabel:`可见性`：允许字段绝对可见或有条件可见。嵌套选项（如设备可见性）会在选择某些选项时出现。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:309 msgid "" ":guilabel:`Animation`: choose whether or not the field should include " "animation." msgstr ":guilabel:`动画`：选择字段是否应包含动画。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1 msgid "" "View of the unpublished website form to submit a ticket for Odoo Helpdesk." msgstr "视图：未发布的网站表单，为 Odoo 服务台提交工单。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:315 msgid "" "Once the form has been optimized, and is ready for public use, click " ":guilabel:`Save` to apply the changes. Then, publish the form by toggling " "the :guilabel:`Unpublished` switch to :guilabel:`Published` at the top of " "the page, if necessary." msgstr "" "一旦表单经过优化，可以公开使用，请点击 :guilabel:`保存` 应用更改。然后，如有必要，将页面顶部的 :guilabel:`未发布` 开关切换为" " :guilabel:`已发布` 即可发布表单。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:320 msgid "Prioritizing tickets" msgstr "确定优先级工单" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:322 msgid "" "All tickets include a :guilabel:`Priority` field. The highest priority " "tickets appear at the top of the Kanban and list views." msgstr "所有工单都包含一个 :guilabel:`优先级` 字段。优先级最高的工单会出现在看板和列表视图的顶部。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst-1 msgid "" "View of a team's Kanban view and the prioritized tasks in Odoo Helpdesk." msgstr "Odoo 服务台的团队看板视图和优先任务视图。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:328 msgid "The priority levels are represented by stars:" msgstr "优先级别用星号表示：" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:330 msgid "0 stars = *Low Priority*" msgstr "0 星 = *低优先级*" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:331 msgid "1 star = *Medium Priority*" msgstr "1 星 = *中优先级*" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:332 msgid "2 stars = *High Priority*" msgstr "2 星 = *高优先级*" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:333 msgid "3 stars = *Urgent*" msgstr "3星= *紧急*" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:335 msgid "" "Tickets are set to low priority (0 stars) by default. To change the priority" " level, select the appropriate number of stars on the Kanban card, or on the" " ticket." msgstr "默认情况下，工单被设置为低优先级（0 星）。要更改优先级，请在看板卡或工单上选择相应的星数。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:339 msgid "" "As priority levels can be used as criteria for assigning :doc:`SLAs `, " "changing the priority level of a ticket can alter the :abbr:`SLA (Service " "Level Agreement)` deadline." msgstr "" "由于优先级可用作分配 :doc:`SLAs` 的标准，因此更改工单的优先级可改变 :abbr:`SLA （服务水平协议）` 截止日期。" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:343 msgid ":doc:`/applications/services/helpdesk/advanced/close_tickets`" msgstr ":doc:`/applications/services/helpdesk/advanced/close_tickets`" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:344 msgid ":doc:`../../../general/email_communication`" msgstr ":doc:`../../../general/email_communication`" #: ../../content/applications/services/helpdesk/overview/receiving_tickets.rst:345 msgid ":doc:`/applications/websites/livechat`" msgstr ":doc:`/applications/websites/livechat`" #: ../../content/applications/services/helpdesk/overview/reports.rst:3 msgid "Reporting" msgstr "报表" #: ../../content/applications/services/helpdesk/overview/reports.rst:8 msgid "" "Reports in Odoo *Helpdesk* provide the opportunity to manage employee " "workloads, identify areas for improvement, and confirm if customer " "expectations are being met." msgstr "Odoo *服务台*中的报告提供了管理员工工作量、确定需要改进的领域以及确认是否满足客户期望的机会。" #: ../../content/applications/services/helpdesk/overview/reports.rst:12 msgid "Available reports" msgstr "可用报告" #: ../../content/applications/services/helpdesk/overview/reports.rst:14 msgid "" "Details about the reports available in Odoo *Helpdesk* can be found below. " "To view the different reports, go to :menuselection:`Helpdesk app --> " "Reporting`, and select one of the following: :guilabel:`Tickets Analysis`, " ":guilabel:`SLA Status Analysis`, or :guilabel:`Customer Ratings`." msgstr "" "有关 Odoo *服务台*中可用报告的详细信息，请参阅下文。要查看不同的报告，请转到 :menuselection:`服务台应用程序 --> " "报告`，然后选择以下其中一个： :guilabel:`工单分析`、 :guilabel:`SLA 状态分析`、 或 :guilabel:`客户评价`。" #: ../../content/applications/services/helpdesk/overview/reports.rst:19 msgid "Tickets Analysis" msgstr "工单分析" #: ../../content/applications/services/helpdesk/overview/reports.rst:21 msgid "" "The *Tickets Analysis* report (:menuselection:`Helpdesk app --> Reporting " "--> Tickets Analysis`) provides an overview of every customer support ticket" " in the database." msgstr "*工单分析*报告（:menuselection:`服务台应用程序 --> 报告 --> 工单分析`）提供数据库中每个客户支持工单的概览。" #: ../../content/applications/services/helpdesk/overview/reports.rst:24 msgid "" "This report is useful for identifying where teams are spending the most " "time, and helps determine if there is an uneven workload distribution among " "the support staff. The default report counts the number of tickets per team " "and groups them by stage." msgstr "该报告有助于确定团队在哪些方面花费的时间最多，并帮助确定支持人员之间的工作量分配是否不均衡。默认报告计算每个团队的工单数量，并按阶段分组。" #: ../../content/applications/services/helpdesk/overview/reports.rst-1 msgid "View of Ticket Analysis report default view." msgstr "工单分析报告默认视图。" #: ../../content/applications/services/helpdesk/overview/reports.rst:32 msgid "" "Alternative measures can be selected to track where the most time is spent " "at different points in the workflow. To change the measures used for the " "report that is currently displayed, or to add more, click the " ":guilabel:`Measures` button, and select one or more options from the drop-" "down menu:" msgstr "" "可以选择其他衡量标准来追踪工作流程中不同阶段花费时间最多的地方。要更改当前显示的报告所使用的衡量标准，或添加更多衡量标准，请单击 " ":guilabel:`衡量标准` 按钮，然后从下拉菜单中选择一个或多个选项：" #: ../../content/applications/services/helpdesk/overview/reports.rst:37 msgid "" ":guilabel:`Average Hours to Respond`: average number of working hours " "between a message sent from the customer and the response from the support " "team. *This does not include messages sent when the ticket was in a folded " "stage.*" msgstr ":guilabel:`响应平均小时数`：从客户发送消息到支持团队做出响应之间的平均工作小时数。*不包括工单处于折叠阶段时发送的消息。*" #: ../../content/applications/services/helpdesk/overview/reports.rst:40 msgid "" ":guilabel:`Hours Open`: number of hours between the date the ticket was " "created and the closed date. If there is no closed date on the ticket, the " "current date is used. **This measure is not specific to working hours.**" msgstr "" ":guilabel:`开放时间`：工单创建日期与关闭日期之间的小时数。如果工单上没有关闭日期，则使用当前日期。**此指标不针对工作时间。**" #: ../../content/applications/services/helpdesk/overview/reports.rst:43 msgid "" ":guilabel:`Hours Spent`: number of *Timesheet* hours logged on a ticket. " "*This measure is only available if Timesheets are enabled on a team, and the" " current user has the access rights to view them.*" msgstr "" ":guilabel:`花费小时数`：记录在工单上的 *工时单* 小时数。*只有在团队启用了时间表，且当前用户拥有查看时间表的权限时，才可使用此功能。*" #: ../../content/applications/services/helpdesk/overview/reports.rst:46 msgid "" ":guilabel:`Hours to Assign`: number of working hours between the date the " "ticket was created and when it was assigned to a team member." msgstr ":guilabel:`分配小时数`：从创建工单到将其分配给团队成员之间的工作小时数。" #: ../../content/applications/services/helpdesk/overview/reports.rst:48 msgid "" ":guilabel:`Hours to Close`: number of working hours between the date the " "ticket was created and the date it was closed." msgstr ":guilabel:`关闭小时数`：从工单创建日期到关闭日期之间的工作小时数。" #: ../../content/applications/services/helpdesk/overview/reports.rst:50 msgid "" ":guilabel:`Hours to First Response`: number of working hours between the " "date the ticket was received and the date on which the first message was " "sent. *This does not include email sent automatically when a ticket reaches " "a stage.*" msgstr ":guilabel:`首次响应小时数`：从收到票单之日到发送第一条消息之间的工作小时数。*不包括工单到达某个阶段时自动发送的电子邮件。*" #: ../../content/applications/services/helpdesk/overview/reports.rst:53 msgid "" ":guilabel:`Hours until SLA Deadline`: number of working hours remaining to " "reach the last |SLA| deadline on a ticket." msgstr ":guilabel:`SLA 截止日期前的小时数`：到达工单最后一个 SLA 截止日期前的剩余工作小时数。" #: ../../content/applications/services/helpdesk/overview/reports.rst:55 msgid "" ":guilabel:`Rating (/5)`: number out of five to represent customer feedback " "(Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)." msgstr ":guilabel:`评分 (/5)`：表示客户反馈的数字（满分 5 分）（不满意 = 1，好/中立 = 3，满意 = 5）。" #: ../../content/applications/services/helpdesk/overview/reports.rst:57 #: ../../content/applications/services/helpdesk/overview/reports.rst:85 msgid "" ":guilabel:`Remaining Hours on SO`: hours remaining on a linked sales order." msgstr ":guilabel:`销售订单剩余小时数`：链接销售订单的剩余时间。" #: ../../content/applications/services/helpdesk/overview/reports.rst:58 #: ../../content/applications/services/helpdesk/overview/reports.rst:92 msgid ":guilabel:`Count`: number of tickets in total." msgstr ":guilabel:`计数`：工单总数。" #: ../../content/applications/services/helpdesk/overview/reports.rst:61 msgid "" "*Working hours* are calculated based on the default working calendar. To " "view or change the working calendar, go to the :menuselection:`Settings` " "application and select :menuselection:`Employees --> Company Working Hours`." msgstr "" "*工作时间* 根据默认工作日历计算。要查看或更改工作日历，请进入 :menuselection:`设置` 应用程序并选择 " ":menuselection:`员工 --> 公司工作小时数`。" #: ../../content/applications/services/helpdesk/overview/reports.rst:66 msgid "SLA Status Analysis" msgstr "SLA状态分析" #: ../../content/applications/services/helpdesk/overview/reports.rst:68 msgid "" "The *SLA Status Analysis* report (:menuselection:`Helpdesk app --> Reporting" " --> SLA Status Analysis`) :ref:`analyzes the performance ` of individual SLA (Service Level Agreement) policies." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:72 msgid "" "By default, this report is filtered to show the number of |SLAs| failed, in " "progress, and the number that have been successful. The results are grouped " "by teams." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst-1 msgid "View of Group by options of Ticket Analysis report." msgstr "视图：工单分析报告，按选项分组。" #: ../../content/applications/services/helpdesk/overview/reports.rst:79 msgid "" "To change the measures used for the report that is currently displayed, or " "to add more, click the :guilabel:`Measures` button, and select one or more " "options from the drop-down menu:" msgstr "" "要更改当前显示的报告所使用的衡量标准，或添加更多衡量标准，请单击 :guilabel:`衡量标准` 按钮，然后从下拉菜单中选择一个或多个选项：" #: ../../content/applications/services/helpdesk/overview/reports.rst:82 msgid "" ":guilabel:`Number of SLA Failed`: number of tickets that have failed at " "least one |SLA|." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:83 msgid "" ":guilabel:`Rating (/5)`: number value representing customer feedback " "(Dissatisfied = 1, Okay/Neutral = 3, Satisfied = 5)." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:86 msgid "" ":guilabel:`Working Hours to Assign`: number of working hours between the " "date the ticket was created and when it was assigned to a team member." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:88 msgid "" ":guilabel:`Working Hours to Close`: number of working hours between the date" " the ticket was created and the date it was closed." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:90 msgid "" ":guilabel:`Working Hours to Reach SLA`: number of working hours between the " "date the ticket was created and the date the |SLA| was satisfied." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:95 msgid ":doc:`Service Level Agreements (SLA) `" msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:98 msgid "Customer Ratings" msgstr "客户点评" #: ../../content/applications/services/helpdesk/overview/reports.rst:100 msgid "" "The *Customer Ratings* report (:menuselection:`Helpdesk app--> Reporting -->" " Customer Ratings`) displays an overview of the ratings received on " "individual support tickets, as well as any additional comments submitted " "with the rating." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst-1 msgid "View of the Kanban display in the Customer Ratings report." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:108 msgid "" "Click on an individual rating to see additional details about the rating " "submitted by the customer, including a link to the original ticket." msgstr "单击单个评分可查看客户提交的评分详情，包括原始工单的链接。" #: ../../content/applications/services/helpdesk/overview/reports.rst-1 msgid "View of the details of an individual customer rating." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:116 msgid "" "On the rating's details page, tick the :guilabel:`Visible Internally Only` " "checkbox to hide the rating from the customer portal." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:119 msgid "" "The *Customer Ratings* report is displayed in a Kanban view by default, but " "can also be displayed in graph, list, or pivot view." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:123 msgid ":doc:`Ratings `" msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:126 msgid "View and filter options" msgstr "查看和筛选选项" #: ../../content/applications/services/helpdesk/overview/reports.rst:128 msgid "" "On any Odoo report, the view and filter options vary, depending on what data" " is being analyzed, measured, and grouped. See below for additional " "information on the available views for the *Helpdesk* reports." msgstr "" "在任何 Odoo 报告中，视图和筛选器选项都各不相同，具体取决于要分析、测量和分组的数据。有关 *服务台* 报告可用视图的更多信息，请参阅下文。" #: ../../content/applications/services/helpdesk/overview/reports.rst:133 msgid "" "Only one measure may be selected at a time for graphs, but pivot tables can " "include multiple measures." msgstr "图表一次只能选择一个测量值，但数据透视表可以包含多个测量值。" #: ../../content/applications/services/helpdesk/overview/reports.rst:137 #: ../../content/applications/services/helpdesk/overview/sla.rst:135 msgid "Pivot view" msgstr "数据透视视图" #: ../../content/applications/services/helpdesk/overview/reports.rst:139 msgid "" "The *pivot* view presents data in an interactive manner. All three " "*Helpdesk* reports are available in pivot view." msgstr "*透视*视图以交互方式显示数据。所有三个 *服务台* 报告都可在数据透视图中使用。" #: ../../content/applications/services/helpdesk/overview/reports.rst:142 msgid "" "The pivot view can be accessed on any report by selecting the :icon:`oi-" "view-pivot` :guilabel:`(pivot)` icon at the top-right of the screen." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst-1 #: ../../content/applications/services/helpdesk/overview/sla.rst:144 msgid "View of the SLA status analysis report in Odoo Helpdesk." msgstr "Odoo 服务台 SLA 状态分析报告视图" #: ../../content/applications/services/helpdesk/overview/reports.rst:149 msgid "" "To add a group to a row or column to the pivot view, click the :icon:`fa-" "plus-square` :guilabel:`(plus)` icon next to :guilabel:`Total`, and then " "select one of the groups. To remove one, click the :icon:`fa-minus-square-o`" " :guilabel:`(minus)` icon, and de-select the appropriate option." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:154 #: ../../content/applications/services/helpdesk/overview/sla.rst:164 msgid "Graph view" msgstr "图形视图" #: ../../content/applications/services/helpdesk/overview/reports.rst:156 msgid "" "The *graph* view presents data in either a *bar*, *line*, or *pie* chart." msgstr "*图表*视图以*条形图*、*线形图*或*饼图*显示数据。" #: ../../content/applications/services/helpdesk/overview/reports.rst:158 msgid "" "Switch to the graph view by selecting the :icon:`fa-area-chart` " ":guilabel:`(area chart)` icon at the top-right of the screen. To switch " "between the different charts, select the *related icon* at the top-left of " "the chart, while in graph view." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:164 msgid "Bar chart" msgstr "条形图" #: ../../content/applications/services/helpdesk/overview/reports.rst:0 #: ../../content/applications/services/helpdesk/overview/sla.rst:0 msgid "View of the SLA status analysis report in bar view." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:170 msgid "Line chart" msgstr "线形图" #: ../../content/applications/services/helpdesk/overview/reports.rst:0 msgid "View of the Customer Ratings report in line view." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:176 msgid "Pie chart" msgstr "饼图" #: ../../content/applications/services/helpdesk/overview/reports.rst:0 msgid "View of the Ticket analysis report in pie chart view." msgstr "饼状图视图：工单分析报告" #: ../../content/applications/services/helpdesk/overview/reports.rst:183 #: ../../content/applications/services/helpdesk/overview/sla.rst:194 msgid "" "Both the *bar chart* and *line chart* can utilize the *stacked* view option." " This presents two or more groups of data on top of each other, instead of " "next to each other, making it easier to compare data. While viewing either a" " bar chart or line chart, click the :icon:`fa-database` " ":guilabel:`(stacked)` icon to toggle the stacked view option on or off." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:189 msgid "Save and share a favorite search" msgstr "保存和共享收藏夹搜索" #: ../../content/applications/services/helpdesk/overview/reports.rst:191 msgid "" "The *Favorites* feature found on *Helpdesk* reports allows users to save " "their most commonly used filters, without having to reconstruct them every " "time they are needed." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:194 msgid "" "To create and save a new *Favorites* configuration on a report, follow the " "steps below:" msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:196 msgid "" "Set the necessary parameters using the :guilabel:`Filters`, :guilabel:`Group" " By` and :guilabel:`Measures` options." msgstr "使用:guilabel:`筛选器`, :guilabel:`分组方式` 和 :guilabel:`衡量标准` 选项设置必要的参数。" #: ../../content/applications/services/helpdesk/overview/reports.rst:198 msgid "" "Click the :icon:`fa-caret-down` :guilabel:`(down)` icon next to the " ":guilabel:`Search...` bar to open the drop-down menu." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:200 msgid "" "Under the :guilabel:`Favorites` heading, click :guilabel:`Save current " "search`." msgstr "在 :guilabel:`收藏` 标题下，点击 :guilabel:`保存当前搜索`。" #: ../../content/applications/services/helpdesk/overview/reports.rst:201 msgid "If desired, enter a new name for the report." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:202 msgid "" "Tick the :guilabel:`Default Filter` checkbox to have these filter settings " "automatically displayed when the report is opened. Otherwise, leave it " "blank." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:204 msgid "" "Tick the :guilabel:`Shared` checkbox to make this filter configuration " "available to all other database users. If this checkbox is not ticked, only " "the user who creates the filter can access it." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:207 msgid "Click :guilabel:`Save` to preserve the configuration for future use." msgstr "单击:guilabel:`保存`配置以供将来使用。" #: ../../content/applications/services/helpdesk/overview/reports.rst-1 msgid "View of the save favorites option in Odoo Helpdesk." msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:214 msgid ":doc:`Start receiving tickets `" msgstr "" #: ../../content/applications/services/helpdesk/overview/reports.rst:215 msgid ":doc:`Odoo reporting <../../../essentials/reporting>`" msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:3 msgid "Service level agreements (SLA)" msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:8 msgid "" "A *service level agreement* (SLA) defines the level of support a customer " "can expect from a service provider. |SLAs| provide a timeline that tells " "customers when they can expect results and keeps the support team on target." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:13 msgid "" "The *SLA Policies* feature is enabled by default on newly created " "**Helpdesk** teams." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:15 msgid "" "To turn off the feature, or edit the working hours, navigate to " ":menuselection:`Helpdesk app --> Configuration --> Helpdesk Teams`. Click on" " a team to open that team's configuration page." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:18 msgid "" "From here, scroll to the :guilabel:`Performance` section. To turn off the " "|SLAs| feature for the team, clear the :guilabel:`SLA Policies` checkbox." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:0 msgid "View of a team page in Helpdesk focusing on the SLA Policies setting." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:25 msgid "Create a new SLA policy" msgstr "创建新 SLA 政策" #: ../../content/applications/services/helpdesk/overview/sla.rst:27 msgid "" "To create a new policy, go to :menuselection:`Helpdesk app --> Configuration" " --> SLA Policies`, and click :guilabel:`New`." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:30 msgid "" "Alternatively, go to :menuselection:`Helpdesk app --> Configuration --> " "Helpdesk Teams`, and click on a team. Then, click the :guilabel:`SLA " "Policies` smart button at the top of the team's settings page, and click " ":guilabel:`New`." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:34 msgid "" "On the blank |SLA| policy form, enter a :guilabel:`Title` and a " ":guilabel:`Description` for the new policy, and proceed to fill out the form" " using the steps below." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:38 msgid "Define the criteria for an SLA policy" msgstr "定义服务水平协议政策的标准" #: ../../content/applications/services/helpdesk/overview/sla.rst:40 msgid "" "The :guilabel:`Criteria` section is used to identify which tickets this " "policy is applied to." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:42 msgid "Fill out the following fields to adjust the selection criteria:" msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:45 msgid "" "Unless otherwise indicated, multiple selections can be made for each field." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:47 msgid "" ":guilabel:`Helpdesk Team`: A policy can only be applied to one team. *This " "field is required.*" msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:48 msgid "" ":guilabel:`Priority`: The priority level for a ticket is identified by " "selecting one, two, or three of the :icon:`fa-star-o` :guilabel:`(star)` " "icons, representing the priority level on the Kanban card or on the ticket " "itself. The |SLA| is **only** applied after the priority level has been " "updated on the ticket to match the |SLA| criteria. If no selection is made " "in this field, this policy only applies to tickets marked as `Low Priority`," " meaning those with zero :icon:`fa-star-o` :guilabel:`(star)` icons." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:54 msgid "" ":guilabel:`Tags`: Tags are used to indicate what the ticket is about. " "Multiple tags can be applied to a single ticket." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:56 msgid "" ":guilabel:`Customers`: Individual contacts or companies may be selected in " "this field." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:57 msgid "" ":guilabel:`Services`: This field is available only if a team has the " "**Timesheets** app enabled. This allows the ticket to link directly to a " "specific line on a sales order, which must be indicated on the ticket in the" " :guilabel:`Sales Order Items` field." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:62 msgid "" "A support team needs to address urgent issues for VIP customers within one " "business day." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:64 msgid "" "The new policy, titled `8 Hours to close`, is assigned to the `VIP Support` " "team. It **only** applies to tickets that are assigned three :icon:`fa-" "star-o` :guilabel:`(star)` icons, which equates to an `Urgent` priority " "level." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:68 msgid "" "At the same time, the tickets can be related to multiple issues, so the " "policy applies to tickets with `Repair`, `Service`, or `Emergency` tags." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:0 msgid "" "View of a new SLA policy record with all the relevant information entered." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:75 msgid "Establish a target for an SLA policy" msgstr "建立 SLA 政策目标" #: ../../content/applications/services/helpdesk/overview/sla.rst:77 msgid "" "A *target* is the stage a ticket needs to reach, and the time allotted to " "reach that stage, in order to satisfy the |SLA| policy. Any stage assigned " "to a team may be selected for the :guilabel:`Reach Stage` field." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:81 msgid "" "Time spent in stages selected in the :guilabel:`Excluding Stages` field are " "**not** included in the calculation of the |SLA| deadline." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:85 msgid "" "An |SLA| titled `8 Hours to Close` tracks the working time before a ticket " "is completed, and would have `Solved` as the :guilabel:`Reach Stage`. " "Simultaneously, an |SLA| titled `2 Days to Start` tracks the working time " "before work on a ticket has begun, and would have `In Progress` as the " ":guilabel:`Reach Stage`." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:91 msgid "Meet SLA deadlines" msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:93 msgid "" "As soon as it is determined that a ticket fits the criteria of an |SLA| " "policy, a deadline is calculated. The deadline is based on the creation date" " of the ticket, as well as the targeted working hours." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:98 msgid "" "The value indicated next to the :guilabel:`Working Hours` field of an |SLA| " "policy is used to determine the deadline. By default, this is determined by " "the value set in the :guilabel:`Company Working Hours` field under " ":menuselection:`Settings app --> Employees --> Work Organization`." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:102 msgid "" "The deadline is then added to the ticket, as well as a tag indicating the " "name of the |SLAs| applied." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst-1 msgid "" "View of a ticket's form emphasizing an open SLA deadline on a ticket in Odoo" " Helpdesk." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:108 msgid "" "When a ticket satisfies an |SLA| policy, the |SLA| tag turns green, and the " "deadline disappears from view on the ticket." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst-1 msgid "View of a ticket's form emphasizing a satisfied SLA in Odoo Helpdesk." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:115 msgid "" "If a ticket fits the criteria for more than one |SLA|, the earliest " "occurring deadline is displayed on the ticket. After that deadline has " "passed, the next deadline is displayed." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:118 msgid "" "If the |SLA| deadline passes and the ticket has not moved to the " ":guilabel:`Reach Stage`, the |SLA| tag turns red. After the |SLA| has " "failed, the red tag stays on the ticket, even after the ticket is moved to " "the :guilabel:`Reach Stage`." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst-1 msgid "" "View of a ticket's form with a failing and passing SLA in Odoo Helpdesk." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:128 msgid "Analyze SLA performance" msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:130 msgid "" "The :guilabel:`SLA Status Analysis` report tracks how quickly an |SLA| is " "fulfilled, as well as the performance of individual team members. Navigate " "to the report, and corresponding pivot table, by going to " ":menuselection:`Helpdesk app --> Reporting --> SLA Status Analysis`." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:137 msgid "" "By default, the report displays in a :guilabel:`Pivot` view. Any |SLA| " "policies in the database with tickets that failed to fulfill a policy, are " "in progress, or have satisfied a policy are listed. By default, they are " "grouped by team and ticket count." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:144 msgid "" "The pivot view aggregates data, which can be manipulated by adding measures " "and filters." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:146 msgid "" "To change the display, or add additional measurements, click the " ":guilabel:`Measures` button to reveal a drop-down menu of reporting " "criteria, and choose from the options available." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:149 msgid "" "Whenever a measurement is picked, a :icon:`fa-check` :guilabel:`(check)` " "icon appears in the drop-down menu to indicate that the measurement is " "included, and a corresponding new column emerges in the pivot table to show " "the relevant calculations." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst-1 msgid "View of the available measures in the SLA status analysis report." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:156 msgid "" "To add a group to a row or column, click the :icon:`fa-plus-square` " ":guilabel:`(plus)` icon next to the policy name and then select one of the " "groups. To remove one, click the :icon:`fa-minus-square-o` " ":guilabel:`(minus)` icon next to the policy name." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst-1 msgid "" "View of the available group by options in the SLA status analysis report." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:166 msgid "" "Switch to the graph view by selecting the :icon:`fa-area-chart` " ":guilabel:`(graph view)` icon at the top of the screen. To switch between " "the different charts, select the *related icon* at the top of the chart, " "while in graph view." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:172 msgid "Bar Chart" msgstr "柱状图" #: ../../content/applications/services/helpdesk/overview/sla.rst:177 msgid "" "A bar chart can deal with larger data sets and compare data across several " "categories." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:179 msgid "Line Chart" msgstr "线状图" #: ../../content/applications/services/helpdesk/overview/sla.rst:0 msgid "View of the SLA status analysis report in line view." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:184 msgid "A line chart can visualize data trends or changes over time." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:186 msgid "Pie Chart" msgstr "饼图" #: ../../content/applications/services/helpdesk/overview/sla.rst:0 msgid "View of the SLA status analysis report in pie chart view." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:191 msgid "A pie chart compares data among a small number of categories." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:0 msgid "View of the SLA status analysis report in bar view, stacked." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:203 msgid "Cohort view" msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:205 msgid "" "The *cohort* view is used to track the changes in data over a period of " "time. To display the :guilabel:`SLA Status Analysis` report in a cohort " "view, click the :icon:`oi-view-cohort` :guilabel:`(cohort)` icon, next to " "the other view options." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:212 msgid "View of the SLA status analysis report in cohort view." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:212 msgid "The cohort view examines the life cycle of data over time." msgstr "" #: ../../content/applications/services/helpdesk/overview/sla.rst:215 msgid ":ref:`Reporting views `" msgstr ":ref:`报告视图 `" #: ../../content/applications/services/helpdesk/overview/sla.rst:216 msgid "" ":doc:`Allow customers to close their tickets " "`" msgstr "" ":doc:`允许客户关闭其工单 `" #: ../../content/applications/services/helpdesk/overview/stages.rst:3 msgid "Stages" msgstr "阶段" #: ../../content/applications/services/helpdesk/overview/stages.rst:5 msgid "" "*Stages* are used to organize the **Helpdesk** pipeline and track the " "progress of tickets. Stages are customizable, and can be renamed to fit the " "needs of each team." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:9 msgid "Create or modify stages" msgstr "创建或修改阶段" #: ../../content/applications/services/helpdesk/overview/stages.rst:12 msgid "" ":ref:`Developer mode ` **must** be activated to access the " "stages menu. To activate developer mode, go to :menuselection:`Settings app " "--> General Settings --> Developer Tools`, and click :guilabel:`Activate the" " developer mode`." msgstr "" ":ref:`开发者模式` **必须** 激活才能访问阶段菜单。要激活开发者模式，请进入 " ":menuselection:`设置应用程序 --> 常规设置 --> 开发工具`，然后点击 :guilabel:`激活开发者模式`。" #: ../../content/applications/services/helpdesk/overview/stages.rst:16 msgid "" "To view or modify **Helpdesk** stages, go to :menuselection:`Helpdesk app " "--> Configuration --> Stages`." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:19 msgid "" "The default list view on the :guilabel:`Stages` page displays the stages " "currently available in the **Helpdesk** app. They are listed in the order " "they appear in the pipeline." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:22 msgid "" "To change the order of the stages, click the :icon:`oi-draggable` " ":guilabel:`(draggable)` icon, to the left of the stage name, and drag it to " "the desired place on the list." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst-1 msgid "" "View of the stage list page emphasizing the buttons used to change the order the stages\n" "appear in the list." msgstr "阶段列表页面的视图，强调用于更改阶段顺序的按钮。" #: ../../content/applications/services/helpdesk/overview/stages.rst:30 msgid "" "Change the stage order on the Kanban view of a **Helpdesk** team's pipeline " "by dragging and dropping individual columns." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:33 msgid "" "To create a new stage, click the :guilabel:`New` button at the top-left of " "the stage list. Doing so reveals a blank stage form." msgstr "要创建新舞台，请点击阶段列表左上角的 :guilabel:`新建` 按钮。这样就会显示一个空白的阶段表格。" #: ../../content/applications/services/helpdesk/overview/stages.rst:36 msgid "Choose a :guilabel:`Name` for the new stage." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst-1 msgid "View of a stage's settings page in Odoo Helpdesk." msgstr "在 Odoo 服务台中查看阶段设置页面。" #: ../../content/applications/services/helpdesk/overview/stages.rst:42 msgid "Add email and SMS templates to stages" msgstr "在阶段中添加电子邮件和短信模板" #: ../../content/applications/services/helpdesk/overview/stages.rst:44 msgid "" "When an :guilabel:`Email Template` is added to a stage, a preconfigured " "email is automatically sent to the customer when a ticket reaches that " "specific stage in the pipeline. Likewise, adding an :guilabel:`SMS Template`" " triggers a preconfigured SMS text message to send to the customer." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:49 msgid "" "SMS text messaging is an :doc:`In-App Purchase (IAP) " "` service that requires prepaid " "credits to work. Refer to `SMS Pricing FAQ `_ for additional information." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:53 msgid "" "To select an existing email template, select it from the :guilabel:`Email " "Template` field. After choosing a template, click on the :icon:`oi-arrow-" "right` :guilabel:`(right arrow)` icon to the right of the field to edit the " "chosen template." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:57 msgid "" "To create a new template from this form, click the field, and enter a title " "for the new template. Then, select :guilabel:`Create and edit` from the " "drop-down menu that appears, and complete the form details." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:61 msgid "" "Follow the same steps to select, edit, or create an :guilabel:`SMS " "Template`." msgstr "按照相同步骤选择、编辑或创建 :guilabel:`SMS 模板`。" #: ../../content/applications/services/helpdesk/overview/stages.rst-1 msgid "View of an SMS template setup page in Odoo Helpdesk." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:67 msgid ":doc:`/applications/general/companies/email_template`" msgstr ":doc:`/applications/general/companies/email_template`" #: ../../content/applications/services/helpdesk/overview/stages.rst:70 msgid "Fold a stage" msgstr "折叠阶段" #: ../../content/applications/services/helpdesk/overview/stages.rst:72 msgid "" "By default, stages are unfolded in the Kanban view of either tickets " "dashboard: :guilabel:`My Tickets` (:menuselection:`Helpdesk app --> Tickets " "--> My Tickets`) or :guilabel:`All Tickets` (:menuselection:`Helpdesk app " "--> Tickets --> All Tickets`)." msgstr "" "默认情况下，阶段在以下任一工单仪表板的看板视图中展开：:guilabel:`我的工单`（:menuselection:`服务台应用程序 --> 工单 " "--> 我的工单`）或 :guilabel:`所有工单`（:menuselection:`服务台应用程序 --> 工单 --> 所有工单`）。" #: ../../content/applications/services/helpdesk/overview/stages.rst:76 msgid "" "Tickets in an unfolded stage are visible in the pipeline under the stage " "name, and are considered *open*." msgstr "已展开阶段中的工单在管道中的阶段名称下可见，并被视为 *开放*。" #: ../../content/applications/services/helpdesk/overview/stages.rst:79 msgid "" "Stages can be configured to be folded in the Kanban view of a tickets page." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:81 msgid "" "The name of the folded stages are still visible, but the tickets in the " "stage are hidden from view." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:83 msgid "" "To fold a stage, tick the :guilabel:`Folded in Kanban` checkbox on the " ":guilabel:`Stages` form." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:86 msgid "" "Tickets that reach a *folded* stage are considered *closed*. Closing a " "ticket before the work is completed can result in reporting and " "communication issues. This setting should **only** be enabled for stages " "that are considered *closing* stages." msgstr "达到 *折叠* 阶段的工单被视为 *已关闭*。在工作完成之前关闭工单，可能会导致报告和沟通问题。此设置只应在被视为 *关闭* 阶段时启用。" #: ../../content/applications/services/helpdesk/overview/stages.rst:91 msgid "Temporarily fold a stage" msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:93 msgid "" "Stages can be temporarily folded in the Kanban view of the tickets pipeline," " as well." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:95 msgid "" "View a specific team's pipeline by navigating to :menuselection:`Helpdesk " "app`, and clicking the team's Kanban card." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:98 msgid "" "Hover the cursor at the top of the desired stage to fold temporarily, then " "click the :icon:`fa-gear` :guilabel:`(gear)` icon that appears, and select " ":guilabel:`Fold` from the drop-down menu." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst-1 msgid "" "Kanban view of a Helpdesk stage, with the temporary fold option emphasized." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:105 msgid "" "Manually folding a stage from the Kanban view is temporary and does **not** " "close the tickets in the stage." msgstr "" #: ../../content/applications/services/helpdesk/overview/stages.rst:109 msgid "Assign stages to a team" msgstr "为团队分配阶段" #: ../../content/applications/services/helpdesk/overview/stages.rst:111 msgid "" "Make a selection in the :guilabel:`Helpdesk Teams` field on the " ":guilabel:`Stages` form. More than one team may be selected, since the same " "stage can be assigned to multiple teams." msgstr "" "在 :guilabel:`阶段` 表单的 :guilabel:`服务台团队` 字段中进行选择。可选择多个团队，因为同一阶段可分配给多个团队。" #: ../../content/applications/services/planning.rst:5 msgid "Planning" msgstr "计划" #: ../../content/applications/services/planning.rst:7 msgid "" "**Odoo Planning** allows you to plan your team's schedule and manage shifts " "and resources." msgstr "" #: ../../content/applications/services/planning.rst:9 msgid "" "Handling your team's planning comes with specific requirements that may vary" " widely depending on your business needs. The following concepts were " "introduced in Odoo Planning to meet those needs:" msgstr "" #: ../../content/applications/services/planning.rst:12 msgid "" "**Shifts** are dispatched to **resources**, which can be either :ref:`human " "` (employees) or :ref:`material ` " "(e.g., equipment). The resources are assigned :ref:`roles `," " which allows for organization of work within the team." msgstr "" #: ../../content/applications/services/planning.rst:16 msgid "" "Once the initial configuration is done, :ref:`planning shifts " "` can be done manually or automated by using the :ref:`Auto" " Plan ` feature." msgstr "" #: ../../content/applications/services/planning.rst:19 msgid "" "An integration between the Planning and Sales apps allows the linking of " "sold services to roles and shifts in Planning. Additionally, integration " "with :doc:`Project ` allows dedicating shifts, and thus time and " "resources, to specific projects." msgstr "" #: ../../content/applications/services/planning.rst:24 msgid "`Odoo tutorials: Planning `_" msgstr "" #: ../../content/applications/services/planning.rst:34 msgid "Roles" msgstr "角色" #: ../../content/applications/services/planning.rst:36 msgid "" "To define the roles your resources perform (e.g., chef, bartender, waiter), " "go to :menuselection:`Planning --> Configuration --> Roles`, then click " ":guilabel:`New`, and fill in the :guilabel:`Name` (e.g., assistant, " "receptionist, manager). Then, choose the :guilabel:`Resources` that will " "perform this role. Resources can be either :ref:`Employees " "` or :ref:`Materials `." msgstr "" #: ../../content/applications/services/planning.rst:43 msgid "" "If the Sales app is installed in your database, the :guilabel:`Services` " "field appears, allowing you to specify which roles are needed to perform " "services so that the shifts are dispatched to the right person." msgstr "" #: ../../content/applications/services/planning.rst:46 msgid "" "Roles are taken into account when using the :ref:`Auto Plan feature " "`." msgstr "" #: ../../content/applications/services/planning.rst:49 msgid "Property fields and roles" msgstr "" #: ../../content/applications/services/planning.rst:51 msgid "" "**Property fields** allow you to add custom fields to forms across several " "Odoo applications. Planning includes the possibility of adding property " "fields linked to roles to shifts." msgstr "" #: ../../content/applications/services/planning.rst:54 msgid "" "To create a property field, switch to the list view from any schedule. From " "there, click :guilabel:`View` on the shift that you wish to edit. If the " ":guilabel:`Role` field is empty, fill it in with the desired role, then " "click the cog icon and select :guilabel:`Add Properties`. :doc:`Configure " "<../productivity/knowledge/properties>` the new field according to your " "needs." msgstr "" #: ../../content/applications/services/planning.rst-1 msgid "Creating a new property field in Planning." msgstr "" #: ../../content/applications/services/planning.rst:62 msgid "" "The property field is linked to the role and is included in the shift form " "of all shifts performed by this role." msgstr "" #: ../../content/applications/services/planning.rst:66 msgid "Some of the use cases of role property fields include:" msgstr "" #: ../../content/applications/services/planning.rst:68 msgid "" "**Accreditation**: for roles that require a specific permit (e.g., driving " "license)" msgstr "" #: ../../content/applications/services/planning.rst:69 msgid "" "**Location**: in companies that operate in multiple locations (e.g., shops " "or restaurants)" msgstr "" #: ../../content/applications/services/planning.rst:70 msgid "" "**Language**: in a multi-lingual environment (e.g., consulting company)" msgstr "" #: ../../content/applications/services/planning.rst:75 msgid "Employees" msgstr "员工" #: ../../content/applications/services/planning.rst:77 msgid "All employees can be included in the planning and assigned shifts." msgstr "" #: ../../content/applications/services/planning.rst:79 msgid "" "To adapt the employee's planning settings, go to :menuselection:`Planning " "--> Configuration --> Employees`, and choose the employee for whom you want " "to edit the settings. Then, go to the :guilabel:`Work Information` tab." msgstr "" #: ../../content/applications/services/planning.rst-1 msgid "Employee profile and the work information tab." msgstr "" #: ../../content/applications/services/planning.rst:87 msgid "" "You can do the same from the **Employees** app, which is installed by " "default along with Planning." msgstr "" #: ../../content/applications/services/planning.rst:90 msgid "" "Two sections of the employee's :guilabel:`Work Information` tab have an " "impact on Planning: :guilabel:`Schedule` (namely, the :guilabel:`Working " "Hours` field) and :guilabel:`Planning`." msgstr "" #: ../../content/applications/services/planning.rst:94 msgid "Working hours" msgstr "" #: ../../content/applications/services/planning.rst:96 msgid "" "The :guilabel:`Working Hours` are taken into account when the " ":guilabel:`Allocated Time` and its percentage is calculated for :ref:`shifts" " `. If the :guilabel:`Working Hours` field is left " "blank, the employee is considered to be working flexible hours." msgstr "" #: ../../content/applications/services/planning.rst:100 msgid "" "To create individual :guilabel:`Working Hours`, for example, for employees " "working part-time, click :guilabel:`Search more...`, then :guilabel:`New`." msgstr "" #: ../../content/applications/services/planning.rst:104 msgid "" "The :guilabel:`Working Hours` and the :guilabel:`Allocated Time` in Planning" " can impact **Payroll**, if the employee's contract is configured to " "generate work entries based on shifts." msgstr "" #: ../../content/applications/services/planning.rst:108 msgid "" ":ref:`Payroll documentation on working schedules `" msgstr "" #: ../../content/applications/services/planning.rst:111 msgid "Planning roles" msgstr "" #: ../../content/applications/services/planning.rst:113 msgid "Once an employee has one or more :guilabel:`Roles`:" msgstr "一旦员工拥有一个或多个 :guilabel:`角色`：" #: ../../content/applications/services/planning.rst:115 msgid "" "When creating a shift for this employee, only the shift templates from the " "roles chosen in this field are displayed." msgstr "为该员工创建班次时，只显示该字段中所选角色的班次模板。" #: ../../content/applications/services/planning.rst:117 msgid "" "When a schedule is published, the employee is only notified of open shifts " "for the roles that are assigned to them." msgstr "发布日程表时，员工只会收到分配给他们的角色的空缺班次通知。" #: ../../content/applications/services/planning.rst:119 msgid "" "When auto-assigning open shifts or planning sales orders, the employee is " "only assigned shifts for the roles assigned to them." msgstr "在自动分配开放班次或计划销售订单时，只会为员工分配其角色的班次。" #: ../../content/applications/services/planning.rst:122 msgid "Additionally, when a :guilabel:`Default role` is defined:" msgstr "此外，当定义了:guilabel:`默认角色` 时：" #: ../../content/applications/services/planning.rst:124 msgid "" "When creating a shift for the employee, the default role is automatically " "selected." msgstr "为员工创建班次时，会自动选择默认角色。" #: ../../content/applications/services/planning.rst:125 msgid "" "This role also has precedence over the other roles of the employee when " "auto-assigning open shifts or planning sales orders." msgstr "在自动分配开放班次或计划销售订单时，该角色也优先于员工的其他角色。" #: ../../content/applications/services/planning.rst:129 msgid "" "If the Planning roles fields are left empty, there are no restrictions in " "the shift templates and open shifts shared with the employee. However, it’s " "not possible to use the **Auto Plan** feature for employee with no roles." msgstr "如果计划角色字段为空，则与员工共享的班次模板和开放班次将不受限制。但是，没有角色的员工无法使用**自动计划**功能。" #: ../../content/applications/services/planning.rst:136 msgid "Materials" msgstr "材料" #: ../../content/applications/services/planning.rst:138 msgid "" "**Materials** are resources that can be assigned shifts and working hours " "but are not employees. For example, a construction company could use " "materials to create shifts for shared machines (e.g., cranes, forklifts)." msgstr "**材料**是可以分配班次和工作时间的资源，但不是员工。例如，建筑公司可以使用材料为共享机器（如起重机、叉车）创建班次。" #: ../../content/applications/services/planning.rst:142 msgid "" "Similarly to employees, materials can be assigned roles and working time." msgstr "与员工类似，材料也可以分配角色和工作时间。" #: ../../content/applications/services/planning.rst:147 msgid "Shift templates" msgstr "班次模板" #: ../../content/applications/services/planning.rst:149 msgid "" "To create a shift template, click :guilabel:`New` on any schedule, then fill" " in the :ref:`details of the shift `. In order for " "the shift to be saved as a template, tick :guilabel:`Save as Template`." msgstr "" "要创建班次模板，请在任意计划表上点击 :guilabel:`新建`，然后填写 :ref:`班次详情 `。要将班次保存为模板，请勾选 :guilabel:`保存为模板`。" #: ../../content/applications/services/planning.rst-1 msgid "Shift form with the option `save template` ticked." msgstr "勾选 `保存模板` 选项的移位表单。" #: ../../content/applications/services/planning.rst:156 msgid "" "Alternatively, you can go to :menuselection:`Planning --> Configuration --> " "Shift Templates`, then click :guilabel:`New`. Fill in the :guilabel:`Start " "Hour` and :guilabel:`Shift Duration`. The shift’s :guilabel:`End Time` is " "then calculated based on the :guilabel:`Working Hours`, taking into account " "working time as well as breaks." msgstr "" "或者，您可以进入 :menuselection:`排期 --> 配置 --> 班次模板`，然后点击 :guilabel:`新建`。填写 " ":guilabel:`开始时间` 和 :guilabel:`班次时间`。班次的 :guilabel:`结束时间` 将根据 " ":guilabel:`工作时间` 计算，并将工作时间和休息时间考虑在内。" #: ../../content/applications/services/planning.rst:162 msgid "" "The employee's working hours are Monday to Friday, 8 am to 5 pm, with a " "break between 12 and 1 pm." msgstr "员工的工作时间为周一至周五，上午 8 时至下午 5 时，中午 12 时至下午 1 时休息。" #: ../../content/applications/services/planning.rst:165 msgid "" "Creating a shift template with a start hour of 9 am and a duration of 8 " "hours will result in the end hour being 5 pm, based on the working hours and" " the 1-hour break." msgstr "创建一个开始时间为上午 9 点、持续时间为 8 小时的班次模板，根据工作时间和 1 小时的休息时间，结束时间为下午 5 点。" #: ../../content/applications/services/planning.rst:167 msgid "" "Creating a shift template with a start hour of 10 am and a duration of 10 " "hours will result in the end hour of 10 am the following day, as the company" " is closed at 5 pm according to the working hours." msgstr "" "创建一个开始时间为上午 10 点、持续时间为 10 小时的轮班模板，结束时间将为第二天上午 10 点，因为根据工作时间，当天下午 5 点已经下班。" #: ../../content/applications/services/planning.rst:171 msgid "Additionally, for each shift template, you can also configure:" msgstr "此外，您还可以为每个轮班模板进行配置：" #: ../../content/applications/services/planning.rst:173 msgid ":guilabel:`Role`: to link the shift to this specific role." msgstr ":guilabel:`角色`：将班次与特定角色关联。" #: ../../content/applications/services/planning.rst:174 msgid "" ":guilabel:`Project`: to keep track of shifts that are dedicated to work on a" " project." msgstr ":guilabel:`项目`：记录专门用于项目工作的班次。" #: ../../content/applications/services/planning.rst:179 msgid "Planning shifts" msgstr "计划排班" #: ../../content/applications/services/planning.rst:181 msgid "" "On opening the Planning app, the users see their own schedule. Users with " "admin roles can also see :guilabel:`Schedule by Resource`, :guilabel:`Role`," " :guilabel:`Project`, or :guilabel:`Sales Order`, as well as reporting and " "configuration menus." msgstr "" "打开排期应用程序后，用户会看到自己的日程安排。管理员角色的用户还可以看到 " ":guilabel:`按资源安排日程`、:guilabel:`角色`、:guilabel:`项目` 或 " ":guilabel:`销售订单`，以及报告和配置菜单。" #: ../../content/applications/services/planning.rst:186 msgid "" "The schedule is displayed in the Gantt view, which allows you to edit (with " "a drag and drop), resize, split, and duplicate shifts without having to open" " them." msgstr "日程表显示在甘特视图中，您可以通过拖放进行编辑、调整大小、拆分和复制，而无需打开它们。" #: ../../content/applications/services/planning.rst-1 msgid "A schedule displaying various visual elements." msgstr "显示各种视觉元素的日程表。" #: ../../content/applications/services/planning.rst:192 msgid "The following visual elements are used on the shifts in the schedules:" msgstr "日程表中的班次使用了以下视觉元素：" #: ../../content/applications/services/planning.rst:194 msgid "**Full color**: shifts that are planned and published." msgstr "" #: ../../content/applications/services/planning.rst:195 msgid "" "**Diagonal stripes**: shifts that are planned but have yet to be published." msgstr "" #: ../../content/applications/services/planning.rst:196 msgid "**Grayed-out background**: employees that are on time off." msgstr "" #: ../../content/applications/services/planning.rst:197 msgid "" "**Progress bar**: currently ongoing shifts with timesheets linked to them." msgstr "" #: ../../content/applications/services/planning.rst:198 msgid "" "**Grayed-out shift**: when copying shifts, the copied shifts are shown in " "full color, whereas previously existing shifts are temporarily greyed out. " "The color changes back to full color or diagonal stripes on the next refresh" " of the page or by removing the filter." msgstr "" #: ../../content/applications/services/planning.rst:205 msgid "Create a shift" msgstr "" #: ../../content/applications/services/planning.rst:207 msgid "" "To create a shift, go to any schedule, then click :guilabel:`New`. In the " "pop-up window that opens, fill in the following details:" msgstr "" #: ../../content/applications/services/planning.rst:210 msgid "" "**Templates**: If there is one or more templates existing in your database, " "they are displayed in the upper section of the pop-up window. Once selected," " a template prefills the shift form accordingly." msgstr "" #: ../../content/applications/services/planning.rst:213 msgid "" ":guilabel:`Resource`: Resources can be both employees or materials. If this " "field is left empty, the shift is considered an :ref:`open shift " "`." msgstr "" #: ../../content/applications/services/planning.rst:215 msgid "" ":guilabel:`Role`: Select the role that the resource assigned will be " "performing. This field is used when :ref:`auto-planning ` shifts. Once you select a role, the shift templates associated with" " it are displayed in the upper section of the pop-up window." msgstr "" #: ../../content/applications/services/planning.rst:218 msgid "" ":guilabel:`Project`: If the Project app is installed in your database, this " "field allows you to link the project to the shift is available, allowing you" " to plan and track shifts dedicated to work on the selected project." msgstr "" #: ../../content/applications/services/planning.rst:221 msgid "" ":guilabel:`Sales Order Item`: If the Sales app is installed in your " "database, this field allows you to link a sales order to the shift." msgstr "" #: ../../content/applications/services/planning.rst:223 msgid "" ":guilabel:`Repeat`: Tick the checkbox and configure the :guilabel:`Repeat " "Every` field according to your needs. The following rules apply to recurring" " shifts:" msgstr "" #: ../../content/applications/services/planning.rst:226 msgid "" "All fields (e.g., :guilabel:`Resource`, :guilabel:`Role`, " ":guilabel:`Project`) are copied from the original shift except for the date," " which is adjusted according to the :guilabel:`Repeat Every` field." msgstr "" #: ../../content/applications/services/planning.rst:229 msgid "Recurrences are planned but not published." msgstr "" #: ../../content/applications/services/planning.rst:230 msgid "" "By default, planned shifts are created six months in advance, after which " "they are created gradually. To change the time frame, :ref:`activate the " "Developer mode `, then go to :menuselection:`Planning --> " "Configuration --> Settings` and edit the :guilabel:`Recurring Shifts`." msgstr "" #: ../../content/applications/services/planning.rst:235 msgid "" ":guilabel:`Save as Template`: When this option is ticked, a shift template " "is created with the same :guilabel:`Start and End hours`, " ":guilabel:`Allocated time`, :guilabel:`Role`, and :guilabel:`Project`." msgstr "" #: ../../content/applications/services/planning.rst:238 msgid "" ":guilabel:`Additional note sent to the employee`: Click on the field to add " "a note." msgstr "" #: ../../content/applications/services/planning.rst:239 msgid "" ":guilabel:`Date`: Choose the date and time of your shift. This is the only " "mandatory field when creating a shift." msgstr "" #: ../../content/applications/services/planning.rst:241 msgid "" ":guilabel:`Allocated time`: Is calculated based on the date and the " "employee’s :guilabel:`Working Schedule`. See more in :ref:`Shift Templates " "`." msgstr "" #: ../../content/applications/services/planning.rst:244 msgid "" "Click :guilabel:`Publish & Save` to confirm the shift and send the assigned " "employee their schedule by email." msgstr "" #: ../../content/applications/services/planning.rst:248 msgid "" "The draft is visible on the admin planning view and can be identified by " "diagonal lines. The employee is only notified of the shift once it's " "published." msgstr "" #: ../../content/applications/services/planning.rst:251 msgid "" "Two kinds of notifications are sent to the employees depending on their " "account configuration:" msgstr "" #: ../../content/applications/services/planning.rst:253 msgid "" "Employees without user accounts are redirected to a dedicated **Planning " "portal**." msgstr "" #: ../../content/applications/services/planning.rst:254 msgid "" "Employees with a user account are redirected to the :guilabel:`My Planning` " "view in the backend view of Odoo." msgstr "" #: ../../content/applications/services/planning.rst:260 msgid "Open shifts and auto planning" msgstr "" #: ../../content/applications/services/planning.rst:262 msgid "" "The :guilabel:`Auto Plan` button allows you to assign **Open shifts** " "(shifts with no resource assigned) and create and assign shifts linked to " "sales orders or project." msgstr "" #: ../../content/applications/services/planning.rst:265 msgid "The following features have an impact on auto planning:" msgstr "" #: ../../content/applications/services/planning.rst:267 msgid "" "**Roles**: Open shifts are only assigned to resources (employees or " "materials) that have the corresponding role assigned. It is not possible to " "use the :guilabel:`Auto Plan` feature for employee with no roles." msgstr "" #: ../../content/applications/services/planning.rst:270 msgid "" "**Default roles**: The default role assigned to a resource is given priority" " over the other roles they have assigned to them." msgstr "" #: ../../content/applications/services/planning.rst:272 msgid "" "**Conflicts**: Employees or materials cannot be assigned multiple shifts at " "the same time." msgstr "" #: ../../content/applications/services/planning.rst:273 msgid "" "**Time off**: The employees’ time off is taken into account, as well as " "public holidays." msgstr "" #: ../../content/applications/services/planning.rst:274 msgid "" "**Company working hours**: Are taken into account when assigning shifts to " "employees or materials." msgstr "" #: ../../content/applications/services/planning.rst:275 msgid "" "**Contracts**: Employees without an active contract cannot be assigned " "shifts." msgstr "" #: ../../content/applications/services/planning.rst:277 msgid "" "Click :guilabel:`Publish` to confirm the schedule and notify the employees " "of their planning." msgstr "" #: ../../content/applications/services/planning.rst:282 msgid "Switching shifts and unassignment" msgstr "" #: ../../content/applications/services/planning.rst:284 msgid "" "Two features are available to allow employees to make changes to their " "schedule: **switching shifts** and **unassignment**." msgstr "" #: ../../content/applications/services/planning.rst:288 msgid "" "These features are mutually exclusive. Switching shifts is possible by " "default and cannot be disabled. However, once the **Allow unassignment** " "feature is enabled, it replaces the option to switch shifts." msgstr "" #: ../../content/applications/services/planning.rst:293 msgid "Switching shifts" msgstr "" #: ../../content/applications/services/planning.rst:295 msgid "" "Once shifts are planned and published, employees receive an email " "notification. If an employee wishes to switch a shift, they can click the " "unwanted shift and click :guilabel:`Ask to switch`." msgstr "" #: ../../content/applications/services/planning.rst:298 msgid "" "The shift remains assigned to the original employee, but in the schedule, a " "notification informing that the assigned employee would like to switch " "shifts is visible on the shift." msgstr "" #: ../../content/applications/services/planning.rst:301 msgid "" "The shift is then displayed to other employees who share the same role, and " "if they wish to assign it to themselves, they can click the :guilabel:`I " "take it` button." msgstr "" #: ../../content/applications/services/planning.rst:305 #: ../../content/applications/services/planning.rst:323 msgid "The following rules apply:" msgstr "" #: ../../content/applications/services/planning.rst:307 msgid "" "Only the shifts matching the employee's roles are displayed as available to " "them." msgstr "" #: ../../content/applications/services/planning.rst:308 #: ../../content/applications/services/planning.rst:326 msgid "Switching shifts is only available for shifts that are in the future." msgstr "" #: ../../content/applications/services/planning.rst:311 msgid "Unassignment" msgstr "" #: ../../content/applications/services/planning.rst:313 msgid "" "To allow employees to unassign themselves from shifts, go to " ":menuselection:`Planning --> Configuration --> Settings`, then tick the " "checkbox :guilabel:`Allow Unassignment`. Then, specify the maximum number of" " days that the employees can unassign themselves before the shift." msgstr "" #: ../../content/applications/services/planning.rst:318 msgid "" "Once shifts are planned and published, employees receive an email " "notification. If shift unassignment is allowed, the employees can click the " ":guilabel:`I am unavailable` button, and the shift reverts to an open shift." msgstr "" #: ../../content/applications/services/planning.rst:325 msgid "" "Only the shifts matching the employee's roles are displayed in their " "schedule." msgstr "" #: ../../content/applications/services/project.rst:8 msgid "Project" msgstr "项目" #: ../../content/applications/services/project.rst:10 msgid "" "Odoo Project is a tool to manage your ongoing projects. Schedule tasks, " "assign activities to coworkers, and keep track of each project's " "profitability." msgstr "Odoo 项目管理，一款管理正在进行项目的工具。您可以安排任务，为同事分配活动，并追踪每个项目的盈利情况。" #: ../../content/applications/services/project.rst:14 #: ../../content/applications/services/timesheets.rst:11 msgid "" "`Odoo Tutorials: Project and Timesheets " "`_" msgstr "" "`Odoo 教程：项目和时间表 `_" #: ../../content/applications/services/project/project_dashboard.rst:3 msgid "Project dashboard" msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:5 msgid "" "The project dashboard allows you to get a comprehensive overview of your " "project's status. It displays information such as the total number of tasks," " timesheets, and planned hours linked to the project, as well as detailed " "information about project milestones and its costs and revenues. Within the " "project dashboard, you can create :guilabel:`Project updates`, which allow " "you to take a snapshot of the project's status at a certain point in time. " "As such, it is a crucial tool for effective project management and ensuring " "that your project stays on track." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:13 msgid "Using the project dashboard" msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:15 msgid "" "To access the project dashboard, open the **Project** app and hover over the" " desired project’s card. Then, click the :icon:`fa-vertical-ellipsis` " "(:guilabel:`vertical ellipsis`) icon and select :guilabel:`Dashboard`. " "Alternatively, you can access the project dashboard from the project’s " ":ref:`top bar `." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:20 msgid "" "The left side of the dashboard displays a list of existing :ref:`project " "updates `, and the right side provides " ":ref:`detailed information about records linked to the project " "`, as well as :ref:`milestones " "`, :ref:`profitability " "`, and :ref:`budgets " "`." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:27 msgid "" "The information displayed on the project dashboard varies depending on the " "applications installed on your database. For example, you will not see " "information about **Timesheets**, **Planning**, or **Purchase Orders** if " "the corresponding applications are not installed." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:34 msgid "Totals smart buttons" msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:36 msgid "" "The following smart buttons are displayed on the top right of the project " "dashboard:" msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:38 msgid "" ":guilabel:`Tasks`: the number of completed (i.e., :guilabel:`Done` or " ":guilabel:`Canceled` :ref:`tasks " "`) and all tasks, in format " "completed/all, as well as the entire project's completion percentage " "estimation." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:41 msgid "" ":guilabel:`Timesheets`: the number of hours or days (depending on the " "**Timesheets** app configuration) allocated in the project’s **settings**. " "This includes all :doc:`timesheets <../timesheets>`, whether or not they " "have been validated." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:44 msgid "" ":guilabel:`Planned`: the number of hours that have been planned for shifts " "in the **Planning** app. This includes all :doc:`planned shifts " "<../planning>`, including past shifts and shifts that have not yet been " "published." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:47 msgid "" ":guilabel:`Documents`: number of :doc:`documents " "<../../productivity/documents>` in the project’s workspace." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:49 msgid "" ":guilabel:`Burndown Chart`: click the smart button to access a :doc:`report " "` on the status of the project’s tasks " "over time." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:51 msgid "" ":guilabel:`Timesheets and Planning`: click the smart button to access a " ":doc:`report ` on the project’s " "timesheets and shifts. This allows you to easily compare planned and " "effective hours of work on the project." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:54 msgid "" "**Additional fields**, such as :guilabel:`Sales Orders`, :guilabel:`Sales " "Order Items`, :guilabel:`Purchase Orders`, and more, represent the number of" " records linked to the project." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:58 msgid "" "Use the project dashboard smart buttons to update the project records " "easily. Click :guilabel:`Timesheets` to validate timesheets, " ":guilabel:`Planned` to create project planning, :guilabel:`Documents` to " "view and validate documents, etc." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:65 msgid "Milestones" msgstr "里程碑" #: ../../content/applications/services/project/project_dashboard.rst:67 msgid "" "This section is only visible if :doc:`milestones " "` have been enabled in the " "Project’s app settings. Click :guilabel:`Add Milestone` to create a new " "milestone. Click a milestone in the checklist to edit it, enable its " "checkbox to mark it as completed, or click the :icon:`fa-trash` " "(:guilabel:`trash`) icon to remove it." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:72 msgid "" "The milestones are displayed in red if they’re past their deadline, or in " "green if they are ready to be marked as reached (i.e. tasks linked to the " "milestone that have been marked with :guilabel:`done` or " ":guilabel:`canceled` :ref:`status " "`)." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:79 msgid "Profitability" msgstr "盈利能力" #: ../../content/applications/services/project/project_dashboard.rst:81 msgid "" "This section provides a breakdown of project costs and revenues, which are " "impacted by all records linked to the project and its :doc:`Analytic account" " `." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:85 msgid "The profitability report is only displayed for billable projects." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:90 msgid "Budgets" msgstr "预算" #: ../../content/applications/services/project/project_dashboard.rst:92 msgid "" "If a budget has been set for the project, its status and related details are" " displayed in this section. Click :guilabel:`Add Budget` to create a new " "budget for the project." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:96 msgid "" ":doc:`Budgets ` must be " "enabled in your database’s **Accounting** application in order for this " "section to be displayed." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:102 msgid "Project updates" msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:104 msgid "" "Project updates allow you to take a snapshot of the project’s overall status" " at a given point in time, for example, during a periodic (weekly, bi-" "weekly, or monthly) review. This allows you to compare specific data points," " note any aspects of the project that need improvement, and estimate if the " "project is on or off track." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:109 msgid "" "To create a new project update, go to the project dashboard, click " ":guilabel:`New`, and fill in the following fields:" msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:112 msgid "" ":guilabel:`Status`: Choose between :guilabel:`On Track`, :guilabel:`At " "Risk`, :guilabel:`Off Track`, :guilabel:`On Hold`, and :guilabel:`Done`. " "Once the status is set, a color-coded dot is displayed on the project’s " "Kanban card, allowing the project manager to easily identify which projects " "need attention." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:116 msgid "" ":guilabel:`Progress`: Manually input the completion percentage based on the " "project's progress." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:117 msgid "" ":guilabel:`Date` and :guilabel:`Author`: These fields are automatically " "filled in with appropriate information based on the user who created the " "update and the current date." msgstr "" #: ../../content/applications/services/project/project_dashboard.rst:119 msgid "" ":guilabel:`Description`: Use this rich-text field to gather notes. Depending" " on the project configuration (e.g., if the project is billable), this field" " may be pre-filled with current information on aspects such as " "profitability, budget, milestones, etc." msgstr "" #: ../../content/applications/services/project/project_management.rst:3 msgid "Project management" msgstr "项目管理" #: ../../content/applications/services/project/project_management.rst:5 msgid "" "Odoo Project uses the **Kanban** project management system. This means all " "projects are broken down into tasks, which are categorized on a whiteboard " "according to what production phase they are in." msgstr "Odoo 项目使用**看板**项目管理系统。所有项目都被分解成任务，并根据任务所处的生产阶段在白板上进行分类。" #: ../../content/applications/services/project/project_management.rst:8 msgid "Did you know?" msgstr "您知道吗？" #: ../../content/applications/services/project/project_management.rst:10 msgid "" "The word **Kanban** comes from Japanese and refers to the \"visual board\" " "management method." msgstr "**看板**一词源自日语，指“可视化板”管理方法。" #: ../../content/applications/services/project/project_management.rst:13 msgid "" "`Odoo Tutorials: Kanban Project Management " "`_" msgstr "" "`Odoo 教程：看板项目管理`_" #: ../../content/applications/services/project/project_management.rst:21 msgid "" "Open the **Project** app and click :guilabel:`Create` to start a new " "project. Enter a :guilabel:`Name` for your project and click " ":guilabel:`Create Project`." msgstr "" "打开**项目**应用程序，点击 :guilabel:`创建`以开始一个新项目。为项目输入 :guilabel:`名称`，然后点击 " ":guilabel:`创建项目`。" #: ../../content/applications/services/project/project_management.rst:24 msgid "" "You can customize your existing **projects** from the dashboard by clicking " "the drop-down toggle button (:guilabel:`⋮`) on your project's **card**." msgstr "您可以通过点击项目**卡**上的下拉切换按钮（:guilabel:`⋮`），在仪表板上自定义现有的**项目**。" #: ../../content/applications/services/project/project_management.rst-1 msgid "Project card" msgstr "项目卡" #: ../../content/applications/services/project/project_management.rst:31 msgid "This enables a new menu divided into four parts:" msgstr "这样就可以启用一个新菜单，分为四个部分：" #: ../../content/applications/services/project/project_management.rst:33 msgid "" ":guilabel:`View`: see an overview of your project's components, such as its " ":guilabel:`Tasks`, :guilabel:`Milestones` and :guilabel:`Project Updates`. " "Depending on which apps you have activated, more options may be available, " "such as :guilabel:`Documents`. All uploaded files can be found under this " "menu, as well as in the **Documents** app, under :guilabel:`Projects`;" msgstr "" ":guilabel:`查看`：查看项目组件概览，如 :guilabel:`任务`、:guilabel:`里程碑` 和 " ":guilabel:`项目更新`。根据您激活的应用程序，可能会有更多选项，例如 " ":guilabel:`文件`。所有上传的文件都可在此菜单下找到，也可在**文件**应用程序的 :guilabel:`项目`下找到；" #: ../../content/applications/services/project/project_management.rst:37 msgid "" ":guilabel:`Reporting`: analyze your project's progress and profitability " "through graphics and statistics;" msgstr ":guilabel:`报告`: 通过图形和统计数据来分析项目的进度和盈利能力；" #: ../../content/applications/services/project/project_management.rst:39 msgid "" "**Color**: make a line of color appear on the left side of the card so that " "your project is more recognizable;" msgstr "**颜色**：在贺卡的左侧加上一条颜色线，这样您的项目就更容易辨认了；" #: ../../content/applications/services/project/project_management.rst:41 msgid ":guilabel:`Settings`: you can change the following:" msgstr ":guilabel:`设置`: 您可以更改以下内容：" #: ../../content/applications/services/project/project_management.rst:43 msgid "the :guilabel:`Name` of the project;" msgstr "项目的:guilabel:`名称`；" #: ../../content/applications/services/project/project_management.rst:44 msgid "the :guilabel:`Name of the tasks` found under that project;" msgstr "该项目下的 :guilabel:`任务名称`；" #: ../../content/applications/services/project/project_management.rst:45 msgid "the :guilabel:`Customer` for whom the project is intended;" msgstr "面向:guilabel:`客户`的项目；" #: ../../content/applications/services/project/project_management.rst:46 msgid "the :guilabel:`Tags` used for filtering;" msgstr "用于筛选的 :guilabel:` 标签`；" #: ../../content/applications/services/project/project_management.rst:47 msgid "the :guilabel:`Company` responsible for the project;" msgstr "负责项目的:guilabel:`公司`；" #: ../../content/applications/services/project/project_management.rst:48 msgid "the employee designated as :guilabel:`Project Manager`;" msgstr "员工被指定为:guilabel:`项目经理`；" #: ../../content/applications/services/project/project_management.rst:49 msgid "the :guilabel:`Planned Date` of the project;" msgstr "项目的 :guilabel:`计划日期`；" #: ../../content/applications/services/project/project_management.rst:50 msgid "the total :guilabel:`Allocated Hours` for that project." msgstr "项目总计:guilabel:`分配小时数`。" #: ../../content/applications/services/project/project_management.rst:52 msgid "" "Additionally, you can mark the project as :guilabel:`Favorite`, allowing you" " to find it using the :guilabel:`My Favorites` filter on the Kanban view;" msgstr "" "此外，您还可以将项目标记为 :guilabel:`收藏夹`，这样您就可以使用看板视图上的 :guilabel:`我的收藏夹` 筛选器找到它；" #: ../../content/applications/services/project/project_management.rst-1 msgid "Project settings" msgstr "项目设置" #: ../../content/applications/services/project/project_management.rst:60 msgid "" "`Odoo Tutorials: Customize projects " "`_" msgstr "" #: ../../content/applications/services/project/project_management.rst:63 msgid "" "Further settings are available under the :guilabel:`Settings` tab. Most of " "them are *only* available depending on the activated apps." msgstr "更多设置可在 :guilabel:`设置` 标签下查看。其中大部分设置*仅*取决于已激活的应用程序。" #: ../../content/applications/services/project/project_management.rst:67 msgid "Scheduling activities" msgstr "安排活动" #: ../../content/applications/services/project/project_management.rst:69 msgid "" "You can schedule **activities** (ex. :guilabel:`Call`, :guilabel:`Meeting`, " "etc.) per project by clicking on the **clock** icon on a project. Doing so " "opens a list with already scheduled activities and allows planning **new** " "activities by clicking :guilabel:`+ Schedule an activity`. On the pop-up " "window, select the :guilabel:`Activity Type`, enter a :guilabel:`Summary` " "for that activity, a :guilabel:`Due Date`, and assign it to an employee. " "According to the :guilabel:`Activity Type`, you may have **additional " "options** available." msgstr "" "通过点击项目上的**时钟**图标，您可以为每个项目安排**活动**（如 " ":guilabel:`通话`、:guilabel:`会议`等）。点击:guilabel:`+ " "安排活动`，将打开已计划活动的列表，并可计划**新**活动。在弹出窗口中，选择 :guilabel:`活动类型`，输入活动的 " ":guilabel:`简介`、:guilabel:`截止日期`，并将其分配给员工。根据 :guilabel:`活动类型`，您可能有**附加选项**可用。" #: ../../content/applications/services/project/project_management.rst:77 msgid "" "If an activity is **already** scheduled, the icon may change to a **phone**," " **group of people**, or other." msgstr "如果活动 **已** 安排，图标可能会变为**电话**、**人群**或其他。" #: ../../content/applications/services/project/project_management.rst:83 msgid "Top bar" msgstr "顶部栏" #: ../../content/applications/services/project/project_management.rst:85 msgid "" "In project management, reviewing the various records and documents related " "to a project is often necessary. Odoo Project’s **top bar** provides quick " "access to these essential resources. You can customize each project's top " "bar to match its specific needs." msgstr "" #: ../../content/applications/services/project/project_management.rst:89 msgid "" "To set up the top bar for a project, go to the :guilabel:`Project` app, " "click the project's card, then click the top bar :icon:`fa-sliders` " ":guilabel:`(sliders)` button. In the bar that appears above the search bar, " "click the :icon:`fa-sliders` :guilabel:`(sliders)` button to select the " "records you want to display, such as timesheets, sales orders, invoices, " "documents, dashboards, etc." msgstr "" #: ../../content/applications/services/project/project_management.rst:94 msgid "" "You can then click the buttons to access the related records without leaving" " the Project app. To return to your project tasks' Kanban view, click the " ":guilabel:`Tasks` button in the top bar." msgstr "" #: ../../content/applications/services/project/project_management.rst-1 msgid "Top bar selection menu" msgstr "" #: ../../content/applications/services/project/project_management.rst:101 msgid "Custom top bar buttons" msgstr "" #: ../../content/applications/services/project/project_management.rst:103 msgid "You can also create your own buttons to access more specific views:" msgstr "" #: ../../content/applications/services/project/project_management.rst:105 msgid "Click an existing top bar button to access the view." msgstr "" #: ../../content/applications/services/project/project_management.rst:106 msgid "" "Customize the view with keywords, filters, and grouping options using the " "search bar." msgstr "" #: ../../content/applications/services/project/project_management.rst:107 msgid "" "Click the :icon:`fa-sliders` :guilabel:`(sliders)` button in the top bar and" " select :guilabel:`Save View`." msgstr "" #: ../../content/applications/services/project/project_management.rst:109 msgid "" "Edit the default button name if necessary, then enable :guilabel:`Shared` if" " you want to share the button with other users." msgstr "" #: ../../content/applications/services/project/tasks.rst:5 msgid "Task management" msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:3 msgid "Recurring tasks" msgstr "经常性任务" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:5 msgid "" "When handling a project, the same task often needs to be performed several " "times: for example, weekly meetings or status reports. The **recurring " "tasks** feature allows you to automate the creation of those tasks." msgstr "在处理项目时，经常需要多次执行相同的任务：例如，每周会议或状态报告。**经常性任务**功能可让您自动创建这些任务。" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:10 msgid "" "`Odoo Tutorials: Recurring tasks " "`_" msgstr "" "`Odoo 教程：经常性任务 `_" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:15 msgid "" "To enable recurring tasks, go to :menuselection:`Project --> Configuration " "--> Settings`, then activate :guilabel:`Recurring Tasks`, and press " ":guilabel:`Save`." msgstr "" "要启用经常性任务，请转到 :menuselection:`项目 --> 配置 --> 设置`，然后激活 :guilabel:`经常性任务`，并按 " ":guilabel:`保存`。" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:19 msgid "Set up task recurrence" msgstr "设置任务重复周期" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:21 msgid "" "In an existing task, click the :icon:`fa-repeat` (:guilabel:`Recurrent`) " "button next to the :guilabel:`Deadline` field. Then, configure the " ":guilabel:`Repeat Every` field according to your needs." msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:25 msgid "" "A new task in recurrence will be created once the status of the previous " "task is set to :guilabel:`Done` or :guilabel:`Canceled`." msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:28 msgid "" "The new task is created on the project dashboard with the following " "configuration:" msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:30 msgid "" ":guilabel:`Stage`: is set to the first stage of the project dashboard " "(:guilabel:`New` or equivalent);" msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:32 msgid "" ":guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, " ":guilabel:`Assignees`, :guilabel:`Customer`, :guilabel:`Tags`: are copied " "from the original task;" msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:34 msgid "" ":guilabel:`Deadline`: is updated based on the :guilabel:`Repeat Every` field" " (e.g., if the task is set to repeat once a week, 7 days will be added to " "the deadline);" msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:36 msgid "" ":guilabel:`Milestones`, :guilabel:`Timesheets`, :guilabel:`Chatter`, " ":guilabel:`Activities`, :guilabel:`Subtasks`: are **not** copied from the " "original task." msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:39 msgid "" "Once a recurrence is configured, a **smart button** on the task displays the" " total number of existing recurrences." msgstr "" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:43 msgid "Edit or stop task recurrence" msgstr "编辑或停止任务循环" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:45 msgid "" "**To edit** the recurrence, open the last task in recurrence. Any changes " "made on the task will be applied to the tasks that will be created in the " "future." msgstr "**要编辑**循环任务，打开循环任务中的最后一项任务。对该任务所做的任何更改都将应用到今后创建的任务中。" #: ../../content/applications/services/project/tasks/recurring_tasks.rst:48 msgid "" "**To stop** the recurrence, open the last task in recurrence and press the " ":guilabel:`Recurrent` button next to the :guilabel:`Planned date`." msgstr "**要停止**循环，打开循环中的最后一项任务，按下:guilabel:`计划日期`旁边的:guilabel:`经常性`按钮。" #: ../../content/applications/services/project/tasks/sub-tasks.rst:3 msgid "Sub-tasks" msgstr "子任务" #: ../../content/applications/services/project/tasks/sub-tasks.rst:5 msgid "" "When handling project tasks, you can often benefit from splitting the " "workload into smaller **sub-tasks**, making it easier to track progress and " "manage the work." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:8 msgid "" "Odoo’s sub-task feature is particularly useful in some of the following " "cases:" msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:10 msgid "The task workload is too big to handle in one record." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:11 msgid "There’s a clear sequence of steps to follow." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:12 msgid "" "Some parts of the workload fall under the scope of different projects and/or" " assignees." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:14 msgid "" "The original task to which sub-tasks are linked is referred to as the " "**parent task**. The sub-tasks of the parent task are known as **child " "tasks**." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:18 msgid "Creating sub-tasks" msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:20 msgid "To create a sub-task:" msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:22 msgid "Open the Project app, then go into your desired project." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:23 msgid "" "Click the task where you want to add the sub-task, then click the " ":guilabel:`Sub-tasks` tab." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:24 msgid "Click :guilabel:`Add a line`, then fill in the :guilabel:`Title`." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:25 msgid "" "Click the :icon:`fa-cloud-upload` (:guilabel:`save`) icon to save the task " "manually." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:28 msgid "" "You can edit several fields of a sub-task directly from the parent task’s " "sub-task tab without opening the individual sub-task. By default, those are:" " :guilabel:`Title`, :guilabel:`Priority`, :guilabel:`Status`, and " ":guilabel:`Assignees`. Use the :icon:`fa-sliders` (:guilabel:`sliders`) icon" " to add or remove fields." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:33 msgid "" "Once the new sub-task is created, the following changes occur in the parent " "task:" msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:35 msgid "" "A **smart button** displays the total number of sub-tasks, as well as the " "number of closed (**done** or **canceled**) sub-tasks. Click the smart " "button to access the list of the sub-tasks." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:37 msgid "" "The :guilabel:`Allocated time` displays the amount of time allocated to the " "parent task, as well as time allocated to the sub-tasks. This can be used to" " ensure that the time allocated to sub-tasks does not exceed time allocated " "to the parent task." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:40 msgid "" "The :guilabel:`Timesheets` tab includes a breakdown of time spent on the " "parent task as well as sub-tasks." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:43 msgid "" "Click :guilabel:`View` to open the sub-task you created. The sub-task form " "is identical to the :ref:`task form `." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:48 msgid "" "A **smart button** allows to navigate back to the :guilabel:`Parent task`." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:49 msgid "" "The :guilabel:`Sub-tasks` tab allows for further creation of sub-tasks." msgstr "" #: ../../content/applications/services/project/tasks/sub-tasks.rst:50 msgid "" "Selecting a :guilabel:`Project` will trigger this sub-task to be displayed " "in the Kanban view of the selected project." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:3 msgid "Task creation" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:5 msgid "" "Tasks in Odoo Project can be created manually or automatically, including " "from emails or website forms." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:11 msgid "" "Open the Project app and choose the desired project. Create a new task by " "doing one of the following:" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:14 msgid "" "Clicking the :icon:`fa-plus` (:guilabel:`plus`) button in the upper left " "corner. This creates a new task in the first stage of your Kanban view." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:16 msgid "" "Pressing the :icon:`fa-plus` (:guilabel:`plus`) button next to the Kanban " "stage name. This creates a new task in this Kanban stage." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:19 msgid "" "Fill in the :guilabel:`Task Title` and add one or more " ":guilabel:`Assignees`, then click :guilabel:`Add`." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:25 msgid "Task configuration" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:27 msgid "" "Click the task to open it. The task form includes the following fields that " "you can fill in:" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:29 msgid ":guilabel:`Task Title`: title of the task." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:30 msgid "" ":icon:`fa-star-o` (:guilabel:`Star`): click the :icon:`fa-star-o` " "(:guilabel:`star`) icon to mark the task as high priority. The icon will " "turn yellow. Click it again to remove the high priority." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:32 msgid ":guilabel:`Project`: the project that this task belongs to." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:33 msgid "" ":guilabel:`Assignees`: the person(s) in charge of handling the work on this " "task." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:34 msgid "" ":guilabel:`Tags`: custom labels allowing to categorize and filter your " "tasks." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:35 msgid "" ":guilabel:`Customer`: the person or company that will be billed for this " "task. This field only appears in tasks that belong to billable projects." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:37 msgid "" ":guilabel:`Sales Order Item`: this can be either the sales order that was " "used to create this task, or a sales order that was linked to this task " "manually. This field only appears in tasks linked to billable projects." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:40 msgid "" ":guilabel:`Allocated Time`: the amount of time that the work on this task is" " expected to last, tracked by timesheets." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:42 msgid "" ":guilabel:`Deadline`: the expected end date of the task. Once this field is " "filled in, you can also add a start date to designate the entire time frame " "of the tasks' duration." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:47 msgid "" "You can also create new tasks by switching to the list or Gantt view and " "clicking :guilabel:`New`." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:49 msgid "" "The following fields can also be edited directly from the Kanban view " "without opening the individual task: :icon:`fa-star-o` (**priority**), " ":guilabel:`Allocated hours`, :guilabel:`Assignees`, and **task status**. You" " can also **color code** or :guilabel:`Set a Cover image` to your task by " "clicking the :icon:`fa-ellipsis-v` (**vertical ellipsis**)." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:53 msgid "" "You can use the following keyboard shortcuts in the task title to configure " "new tasks (modify the values in the examples below according to your needs):" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:56 msgid "**30h**: to allocate 30 hours to the task." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:57 msgid "**#tags**: to add tags to the task." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:58 msgid "**@user**: to assign the task to a user." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:59 msgid "**!**: to star the task as high priority." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:61 msgid "" "Along with using the correct format, follow this order: the task's name, " "followed by the allocated time, the tags, the assignee, and then the " "priority." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:64 msgid "" "For example, if you want to create a task named \"Prepare workshop\", " "allocate 5h hours to it, add the \"School\" tag, assign it to Audrey and set" " its priority to :guilabel:`High`, enter the following task title: Prepare " "workshop 5h #school @Audrey !" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:0 msgid "Using keyboard shortcuts to create a task in Project." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:74 msgid "Creating tasks from an email alias" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:76 msgid "" "This feature allows for project tasks to be automatically created once an " "email is delivered to a designated email address." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:79 msgid "" "To configure it, open the Project app, then click the :icon:`fa-ellipsis-v` " "(:guilabel:`vertical ellipsis`) icon next to the desired project's name. " "Select :guilabel:`Settings`, then open the :guilabel:`Settings` tab." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:83 msgid "" "Fill in the :guilabel:`Create tasks by sending an email to` field as " "follows:" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:85 msgid "" "**Section of the alias before the @ symbol**: type the name of the email " "alias, e.g. `contact`, `help`, `jobs`." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:87 msgid "" "**Domain**: in most cases, this is filled in by default with your " ":doc:`domain <../../../general/email_communication>`." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:89 msgid "" "**Accept Emails From**: refine the senders whose emails will create tasks in" " the project." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst-1 msgid "View of the email alias chosen on the dashboard view in Odoo Project" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:94 msgid "" "Once configured, the email alias can be seen under the name of your project " "on the Kanban dashboard." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:96 msgid "" "When an email is sent to the alias, the email is automatically converted " "into a project task. The following rules apply:" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:99 msgid "The email sender is displayed in the :guilabel:`Customer` field." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:100 msgid "The email subject is displayed in the :guilabel:`Task Title` field." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:101 msgid "The email body is displayed in the :guilabel:`Description` field." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:102 msgid "" "The whole content of the email is additionally displayed in the **chatter**." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:103 msgid "" "All the recipients of the email (To/Cc/Bcc) that are Odoo users are " "automatically added as **followers** of the task." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:107 msgid "Creating tasks from a website form" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:109 msgid "" "If you have the Website app installed in your database, you can configure " "any form on your website to trigger the creation of tasks in a project." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:112 msgid "" "Go to the website page where you wish to add the the form and :ref:`add the " "Form building block `." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:114 msgid "In the website editor, edit the following fields:" msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:116 msgid ":guilabel:`Action`: select :guilabel:`Create a Task`." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:117 msgid "" ":guilabel:`Project`: choose the project that you want the new tasks to be " "created in." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:119 msgid ":ref:`Customize the form `." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:121 msgid "" "When the form is submitted, it automatically creates a project task. The " "task's content is defined by the form's corresponding fields." msgstr "" #: ../../content/applications/services/project/tasks/task_creation.rst:125 msgid "" ":doc:`Dynamic website content " "<../../../websites/website/web_design/building_blocks/dynamic_content>`" msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:3 msgid "Task dependencies" msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:5 msgid "" "Odoo Project allows you to break down projects into tasks and establish " "relationships between those tasks to determine the order in which they are " "executed. Task dependencies ensure that certain tasks begin only after the " "preceding tasks are completed." msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:9 msgid "" "To enable task dependencies in projects, go to :menuselection:`Project --> " "Configuration --> Settings`, enable :guilabel:`Task Dependencies`, and click" " :guilabel:`Save`." msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:13 msgid "Set task dependencies" msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:15 msgid "" "Task dependencies can be created from the task form or the project's Gantt " "view by linking the successor task (i.e., the task blocked by other tasks) " "to its predecessor task(s) (i.e., the tasks blocking the successor task)." msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:19 msgid "" "To create task dependencies from the task form, access the desired task and," " in the :guilabel:`Blocked by` tab, click :guilabel:`Add a line`. Click " ":guilabel:`View` to access the predecessor task. To access the successor " "tasks from the predecessor task, click the :guilabel:`Blocked Tasks` smart " "button." msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:24 msgid "" "To create a task dependency from the Gantt view, hover your mouse over the " "predecessor task, then click one of the dots that appear around it. Drag and" " drop the dot onto the successor task. An arrow appears, indicating the " "dependency from the predecessor task to the successor." msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst-1 msgid "Task dependency" msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:32 msgid "" "Odoo automatically manages task progress based on their dependency. " "Successor tasks are assigned the :guilabel:`Waiting` status and cannot be " "moved to :guilabel:`In Progress` until their predecessor task(s) are marked " "as :guilabel:`Approved`, :guilabel:`Cancelled`, or :guilabel:`Done`." msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:37 msgid "Remove dependencies" msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:39 msgid "To remove a task dependency, proceed as follows:" msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:41 msgid "" "From the task form, go to the **Blocked by** tab and click the :icon:`fa-" "times` (:guilabel:`times`) button." msgstr "" #: ../../content/applications/services/project/tasks/task_dependencies.rst:43 msgid "" "From the Gantt view, click the red :icon:`fa-times` (:guilabel:`times`) " "button that appears at the center of the arrow when you hover your mouse " "over it." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:3 msgid "Task stages and statuses" msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:6 msgid "Task stages" msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:8 msgid "" "Task stages are displayed as columns in the project's Kanban view, and allow" " you to update the progress of its tasks with a drag-and-drop. In most " "projects, the stages will be akin to **New**, **In progress**, **Backlog**, " "etc." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:12 msgid "" "By default, task stages are project-specific but can be shared across " "multiple projects that follow the same workflow." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:16 msgid "Creating task stages" msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:18 msgid "" "Odoo Project doesn’t provide default stages but instead allows you to create" " custom stages tailored to your specific business needs. You are prompted to" " do so immediately after :ref:`creating a new project " "`." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:22 msgid "" "To create a stage, type its name into the :guilabel:`Stage...` field, then " "click :guilabel:`Add`." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:25 msgid "" "Click :guilabel:`See examples` to find ideas for stage names applicable to " "your line of business." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:28 msgid "Editing task stages" msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:30 msgid "" "To edit the task stage, click the :icon:`fa-cog` (:guilabel:`cog`) icon next" " to its name. From there, click one of the following:" msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:33 msgid "" ":guilabel:`Fold`: to hide the task stage and all of the tasks in this stage " "from the Kanban view." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:34 msgid ":guilabel:`Edit`:" msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:36 msgid ":guilabel:`Name`: to change the name of the stage." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:37 msgid "" ":guilabel:`SMS/Email Template`: to automatically send an email or SMS " "notification to the customer when a task reaches this stage." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:39 msgid "" ":guilabel:`Folded in Kanban`: to hide the task stage and all of the tasks in" " this stage from the Kanban view." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:41 msgid "" ":guilabel:`Projects`: to share this task stage between several projects." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:42 msgid "" ":guilabel:`Automations`: to create :doc:`custom rules that trigger automatic" " actions <../../../studio/automated_actions>` (e.g., creating activities, " "adding followers, or sending webhook notifications). Note that this will " "activate Studio in your database, which may impact your pricing plan." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:47 msgid ":guilabel:`Delete`: to delete this stage." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:48 msgid "" ":guilabel:`Archive/Unarchive all`: to archive or unarchive all of the tasks " "in this stage." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:53 msgid "Task statuses" msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:55 msgid "" "Task statuses are used to track the status of tasks within the Kanban stage," " as well as to close the task when it’s done or canceled. Unlike Kanban " "stages, they cannot be customized; five task statuses exist in Odoo and are " "used as follows:" msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:59 msgid "" ":guilabel:`In Progress`: this is the default state of all tasks, meaning " "that work required for the task to move to the next Kanban stage is ongoing." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:61 msgid "" ":guilabel:`Changes Requested`: to highlight that changes, either requested " "by the customer or internally, are needed before the task is moved to the " "next Kanban stage." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:63 msgid "" ":guilabel:`Approved`: to highlight that the task is ready to be moved to the" " next stage." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:64 msgid ":guilabel:`Canceled`: to cancel the task." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:65 msgid ":guilabel:`Done`: to close the task once it's been completed." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:69 msgid "" "The :guilabel:`Changes Requested` and :guilabel:`Approved` task statuses are" " cleared as soon as the task is moved to another Kanban stage. The task " "status reverts to the default :guilabel:`In Progress` status so that " ":guilabel:`Changes Requested` or :guilabel:`Approved` status can be applied " "again once the necessary work has been completed in this Kanban stage." msgstr "" #: ../../content/applications/services/project/tasks/task_stages_statuses.rst:73 msgid "" "The :guilabel:`Done` and :guilabel:`Canceled` statuses are independent from " "the Kanban stage. Once a task is marked as :guilabel:`Done` or " ":guilabel:`Canceled`, it is closed. If needed, it can be reopened by " "changing its status." msgstr "" #: ../../content/applications/services/timesheets.rst:8 msgid "Timesheets" msgstr "工时单" #: ../../content/applications/services/timesheets/overview/time_off.rst:3 msgid "Create Timesheets upon Time Off Validation" msgstr "在下班验证时创建时间表" #: ../../content/applications/services/timesheets/overview/time_off.rst:5 msgid "" "Odoo automatically timesheets on project/tasks upon time off requests. This " "allows for better overall control over the validation of timesheets, as it " "does not leave place for forgetfulness and questions after hours that have " "not been timesheeted by the employee." msgstr "根据休假请求，Odoo会自动生成项目/任务的时间表。这样可以更好地对时间表的验证进行总体控制，因为它不会让员工忘记和在下班后提出问题。" #: ../../content/applications/services/timesheets/overview/time_off.rst:9 msgid "" "Activate the :ref:`developer mode `, go to *Timesheets*, and" " change the *Project* and *Task* set by default, if you like." msgstr "激活：ref:`开发者模式 `，转到*时间表*，如果愿意，更改默认设置的*项目*和*任务*。" #: ../../content/applications/services/timesheets/overview/time_off.rst-1 msgid "" "View of Timesheets setting enabling the feature record time off in Odoo " "Timesheets" msgstr "" #: ../../content/applications/services/timesheets/overview/time_off.rst:16 msgid "" "Go to :menuselection:`Time Off --> Configuration --> Time Off Types`. Select" " or create the needed type, and decide if you would like the requests to be " "validated or not." msgstr "" "转到：菜单选择：`Time Off-->Configuration-->Time Off Types`。选择或创建所需的类型，并决定是否要验证请求。" #: ../../content/applications/services/timesheets/overview/time_off.rst-1 msgid "" "View of a time off types form emphasizing the time off requests and timesheets section in\n" "Odoo Time Off" msgstr "" #: ../../content/applications/services/timesheets/overview/time_off.rst:26 msgid "" "Now, once the employee has requested his time off and the request has been " "validated (or not, depending on the setting chosen), the time is " "automatically allocated on *Timesheets*, under the respective project and " "task." msgstr "现在，一旦员工请求休假并验证了请求（或未验证，取决于所选的设置），时间就会自动分配到各自项目和任务下的*时间表*。" #: ../../content/applications/services/timesheets/overview/time_off.rst:27 msgid "" "On the example below, the user requested *Paid Time off* from July 13th to " "15th." msgstr "在下面的例子中，用户请求*带薪休假*从7月13日到15日。" #: ../../content/applications/services/timesheets/overview/time_off.rst-1 msgid "View of the time off request form in Odoo Time Off" msgstr "" #: ../../content/applications/services/timesheets/overview/time_off.rst:33 msgid "" "Considering that validation is not required, the requested time off is " "automatically displayed in *Timesheets*. If validation is necessary, the " "time is automatically allocated after the responsible person for validating " "does it so." msgstr "考虑到不需要验证，请求的休息时间自动显示在*时间表*中。如果需要验证，则在负责验证的人员完成验证后，时间会自动分配。" #: ../../content/applications/services/timesheets/overview/time_off.rst-1 msgid "" "Video of timesheets emphasizing the requested time off from the employee in " "Odoo Timesheets" msgstr "" #: ../../content/applications/services/timesheets/overview/time_off.rst:41 msgid "" "Click on the magnifying glass, hovering over the concerned cell, to access " "all the aggregated data on that cell (day), and see details regarding the " "project/task." msgstr "单击放大镜，将光标悬停在相关单元格上，以访问该单元格（天）上的所有聚合数据，并查看有关项目/任务的详细信息。" #: ../../content/applications/services/timesheets/overview/time_off.rst-1 msgid "View of the details of a project/task in Odoo Timeheets" msgstr ""