# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # 敬雲 林 , 2024 # Tiffany Chang, 2024 # Tony Ng, 2025 # Wil Odoo, 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: Wil Odoo, 2025\n" "Language-Team: Chinese (Taiwan) (https://app.transifex.com/odoo/teams/41243/zh_TW/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: zh_TW\n" "Plural-Forms: nplurals=1; plural=0;\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "銷售" #: ../../content/applications/sales/crm.rst:8 msgid "CRM" msgstr "客戶關係管理" #: ../../content/applications/sales/crm.rst:10 msgid "" "**Odoo CRM** helps you organize your sales activities: track leads, close " "opportunities and get accurate forecasts. Keep opportunities organized with " "the pipeline and manage your day-to-day activities with meetings and next " "activities." msgstr "" "**Odoo 客戶關係** " "應用程式協助你整理及組織銷售活動：包括追蹤潛在客戶、將銷售機會達致成交，並獲得準確的預測數據。利用「管道」管理，保持各個銷售機會井井有條，管理不同日常活動，包括會議及跟進行動。" #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "`Odoo 教學：客戶關係 `_" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "將潛在客戶轉換為銷售機會" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" "*Leads* act as a qualifying step before an opportunity is created. This " "provides additional time to review its potential, and gauge its viability, " "before the opportunity is assigned to a salesperson." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:13 #: ../../content/applications/sales/crm/optimize/gamification.rst:10 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:27 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 #: ../../content/applications/sales/crm/track_leads/resellers.rst:9 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/configuration.rst:54 #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:10 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:35 #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:9 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:20 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:19 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:16 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:72 #: ../../content/applications/sales/point_of_sale/preparation.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:12 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10 #: ../../content/applications/sales/sales/gelato.rst:15 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:13 #: ../../content/applications/sales/subscriptions/closing.rst:9 #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:17 msgid "Configuration" msgstr "配置" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" "To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " "Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " "Then, click :guilabel:`Save`." msgstr "" "要啟動 *潛在客戶* 設定，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 設定` 並選取 " ":guilabel:`潛在客戶` 勾選方格。然後，按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads setting on CRM configuration page." msgstr "客戶關係應用程式配置頁面上的潛在客戶設定。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" "Activating this feature adds a new menu option, :guilabel:`Leads`, to the " "header bar, located along the top of the screen." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads menu on CRM application." msgstr "客戶關係應用程式上的潛在客戶選單。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 msgid "" "Once the *Leads* setting has been activated, it applies to all sales teams " "by default. To turn off leads for a specific team, navigate to " ":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " "team from the list to open that team's configuration page. Clear the " ":guilabel:`Leads` checkbox, located beneath the :guilabel:`Sales Team` " "field, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:36 msgid "Convert a lead into an opportunity" msgstr "將潛在客戶轉換為銷售機會" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 msgid "" "To convert a lead into an *opportunity*, navigate to :menuselection:`CRM app" " --> Leads`, and click on a lead from the list to open it." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:42 msgid "" "If a :guilabel:`Similar Leads` smart button appears at the top of the page " "for the lead, it indicates a similar lead or opportunity already exists in " "the database. Before converting this lead, click the smart button to confirm" " if the lead should be merged." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:0 msgid "Close up of a lead with emphasis on the Similar Leads smart button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:50 msgid "" "Click the :guilabel:`Convert to Opportunity` button, located at the top-left" " of the page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity button on a lead record." msgstr "潛在客戶記錄上的「建立銷售機會」按鈕。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" "This opens a :guilabel:`Convert to opportunity` pop-up modal. Here, in the " ":guilabel:`Conversion Action` field, select the :guilabel:`Convert to " "opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 msgid "" "To merge this lead with an existing similar lead or opportunity, select " ":guilabel:`Merge with existing opportunities` in the :guilabel:`Conversion " "Action` field. This generates a list of the similar leads/opportunities to " "be merged." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:64 #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:38 msgid "" "When merging, Odoo gives priority to whichever lead/opportunity was created " "in the system first, merging the information into the first created " "lead/opportunity. However, if a lead and an opportunity are being merged, " "the resulting record is referred to as an opportunity, regardless of which " "record was created first." msgstr "" "合併時，Odoo " "會優先考慮系統中較早建立的潛在客戶/銷售機會，將適用資料合併至最先建立的潛在客戶/銷售機會記錄。不過，如果是將一個潛在客戶與一個銷售機會合併，產生的記錄類型將會是銷售機會，不論哪一項記錄較早建立。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:69 msgid "" "Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" " the opportunity should be assigned. Neither field is required, though if a " "selection is made in the :guilabel:`Salesperson` field, the :guilabel:`Sales" " Team` field is populated automatically, based on the salesperson's team " "assignments." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:74 msgid "" "If the lead has already been assigned to a salesperson or a team, these " "fields automatically populate with that information." msgstr "如果潛在客戶已指派給銷售人員或團隊，這些欄位會自動填入該些資訊。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity pop-up." msgstr "建立銷售機會彈出視窗。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:81 msgid "" "Under the :guilabel:`Customer` heading, choose from the following options:" msgstr "在 :guilabel:`客戶` 標題下，可選擇以下其中一個選項：" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:83 msgid "" ":guilabel:`Create a new customer`: choose this option to use the information" " in the lead to create a new customer record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:85 msgid "" ":guilabel:`Link to an existing customer`: choose this option, then select a " "customer from the resulting drop-down menu, to link this opportunity to an " "existing customer record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:87 msgid "" ":guilabel:`Do not link to a customer`: choose this option to convert the " "lead, but not link it to a new or existing customer." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 msgid "" "Lastly, when all configurations are complete, click :guilabel:`Create " "Opportunity`." msgstr "最後，完成所有配置後，按一下 :guilabel:`建立銷售機會`。" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:92 msgid "" "To view the newly created opportunity, navigate to :menuselection:`CRM app " "--> My Pipeline`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 msgid "" "Some filters may need to be removed from the :guilabel:`Search...` bar on " "the top :guilabel:`Pipeline` page to view all opportunities." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:3 msgid "Create leads (from email or manually)" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:8 msgid "" "Leads can be added to the *CRM* app from custom email aliases, and by " "manually creating new records. This is in addition to the leads and " "opportunities created in the app through the :doc:`website contact form " "`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:12 msgid "" "First, ensure the *Leads* feature is enabled in the database by navigating " "to :menuselection:`CRM app --> Configuration --> Settings`. Tick the " ":guilabel:`Leads` checkbox, then click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:19 msgid "Configure email aliases" msgstr "配置電郵別名" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:21 msgid "" "Each sales team has the option to create and utilize their own unique email " "alias. When messages are sent to this address, a lead (or opportunity), is " "created with the information from the message." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:25 msgid "" "To create or update a sales teams' email alias, navigate to " ":menuselection:`CRM app --> Configuration --> Sales Teams`. Click on a team " "from the list to open the team's details page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The sales team details page, focused on the email alias section." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:32 msgid "" "In the :guilabel:`Email Alias` field, enter a name for the email alias, or " "edit the existing name. In the :guilabel:`Accept Emails From` field, use the" " drop-down menu to choose who is allowed to send messages to this email " "alias:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:36 msgid ":guilabel:`Everyone`: messages are accepted from any email address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:37 msgid "" ":guilabel:`Authenticated Partners`: only accepts messages from email " "addresses associated with a a partner (contact or customer) record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:39 msgid "" ":guilabel:`Followers only`: only accepts messages from those who are " "following a record related to the team, such as a lead or opportunity. " "Messages are also accepted from team members." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:41 msgid "" ":guilabel:`Authenticated Employees`: only accepts messages from email " "addresses that are connected to a record in the *Employees* app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:45 msgid "Leads created from email" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:47 msgid "" "Leads created from email alias messages can be viewed by navigating to " ":menuselection:`CRM app --> Leads`. Click a lead from the list to open it, " "and view the details." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:50 msgid "" "The email received by the alias is added to the *chatter* thread for the " "lead. The subject line of the message is added to the title field, and the " ":guilabel:`Email` field is updated with the contact's email address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The chatter thread of a newly created lead in the CRM app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:59 msgid "" "If the *leads* feature is **not** enabled on the database, messages to the " "email alias are added to the database as opportunities." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:63 msgid ":doc:`../../../general/email_communication`" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:66 msgid "Manually create leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:68 msgid "" "Leads can be added directly to the *CRM* app by manually creating a new " "record. Navigate to :menuselection:`CRM app --> Leads` to view a list of " "existing leads." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:72 msgid "" "Leads can also be added via the :doc:`Generate Leads ` button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:74 msgid "" "At the top-left of the list, click :guilabel:`New` to open a blank " ":guilabel:`Leads` form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:76 msgid "" "In the first field of the new form, enter a title for the new lead. Next, " "enter a :guilabel:`Contact Name`, and a :guilabel:`Company Name`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:80 msgid "" "If a lead is :doc:`converted to an opportunity `, the " ":guilabel:`Company Name` field is used to either link this opportunity to an" " existing customer, or to create a new customer." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:84 msgid "Manually create opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:86 msgid "" "To manually create an opportunity, navigate to :menuselection:`CRM app --> " "Sales --> My Pipeline`. At the top-left of the page, click :guilabel:`New` " "to create a new opportunity Kanban card. In the " ":guilabel:`Organization/Contact` field, enter the name of the company the " "opportunity is for." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:90 msgid "" "Choose a name, and enter it in the :guilabel:`Opportunity` field. *This is a" " required field.* When manually creating an opportunity, it is helpful to " "add a name that relates to the details of the opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:95 msgid "" "In the example below, the opportunity is named `5 VP Chairs`. This " "identifies the product the customer is interested in, as well as the " "potential number of products." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:0 msgid "An example of an opportunity in the CRM pipeline." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:102 msgid "" "Enter the contact information for the opportunity in the :guilabel:`Email` " "and :guilabel:`Phone` fields." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:105 msgid "" "In the :guilabel:`Expected Revenue` field, enter an estimated value for the " "opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:108 msgid "" "The information in the :guilabel:`Expected Revenue` and priority fields can " "be used to track performance for individual salespeople, and on a team " "basis. See :doc:`../performance/expected_revenue_report` and " ":doc:`../track_leads/lead_scoring` for more information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:113 msgid "Then, use the |st-o| :guilabel:`(star)` icons to assign a priority." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:115 msgid "|st-o| |st-o| |st-o|: low priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:116 msgid "|st| |st-o| |st-o|: medium priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:117 msgid "|st| |st| |st-o|: high priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:118 msgid "|st| |st| |st|: very high priority" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:121 msgid "" "Assigning a priority changes the order of leads in Kanban view, with higher " "priority leads displayed first." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst:124 msgid "" "Once all the necessary information has been entered, click :guilabel:`Add`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/email_manual.rst-1 msgid "The CRM pipeline with a newly created opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "潛在客戶挖掘" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:8 msgid "" "*Lead mining* is a feature that allows *CRM* users to generate new leads " "directly into their Odoo database. To ensure lead qualification, lead mining" " output is determined by a variety of filtering criteria, such as the " "country, the company size, and the industry." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:15 msgid "" "To get started, go to :menuselection:`CRM app --> Configuration --> " "Settings`, and tick the :guilabel:`Lead Mining` checkbox to activate the " "feature. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "在 Odoo 客戶關係應用程式的設定中，啟動潛在客戶挖掘。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:23 msgid "Generate leads" msgstr "產生潛在客戶" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:25 msgid "" "After the *Lead Mining* setting is activated, a new button called *Generate " "Leads* is available to use in the upper-left corner of the *CRM* *Pipeline* " "(:menuselection:`CRM app --> Sales --> My Pipeline`)." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:29 msgid "" "Lead mining requests are also available through :menuselection:`CRM app --> " "Configuration --> Lead Mining Requests`, or through :menuselection:`CRM app " "--> Leads --> Leads`, where the :guilabel:`Generate Leads` button is also " "available." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The Generate Leads button to use the lead mining feature." msgstr "「產生潛在客戶」按鈕，按下可使用潛在客戶挖掘功能。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:37 msgid "" "Click the :guilabel:`Generate Leads` button, and a pop-up window appears, " "offering a variety of criteria by which to generate leads." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "" "The pop-up window with the selection criteria in order to generate leads in " "Odoo." msgstr "顯示選擇準則的彈出視窗，用於在 Odoo 中產生潛在客戶。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "" "Choose to generate leads for :guilabel:`Companies` to get company " "information only, or choose |CC| to get company information and individual " "employee contact information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 msgid "" "When targeting |CC|, additional options are available to filter contacts " "based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 msgid "Additional filtering options include the following:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:53 msgid "" ":guilabel:`Countries`: filter leads based on the country (or countries) they" " are located in." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:54 msgid "" ":guilabel:`States`: further filter leads based on the state in which they " "are located, if applicable." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:56 msgid "" ":guilabel:`Industries`: filter leads based on the specific industry they " "work in." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:57 msgid "" ":guilabel:`Filter on Size`: tick this checkbox to specify the number of " "employees at the company. This generates a field labeled :guilabel:`Size`. " "Fill in the blanks to create a range for the desired company size." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:60 msgid "" ":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " "to." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" ":guilabel:`Salesperson`: choose which member of the Sales Team the leads " "will be assigned to." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:62 msgid "" ":guilabel:`Default Tags`: choose which tags are applied directly to the " "leads once found." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:65 msgid "" "Make sure to be aware of the latest EU regulations when receiving contact " "information. Get more information about the General Data Protection " "Regulation on `Odoo GDPR `_." msgstr "" "接收這些聯絡資訊時，請務必了解最新的歐盟法規。請參閱 `Odoo GDPR 說明 " "`_，了解更多有關歐盟「通用資料保護規例」的資訊。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:69 msgid "View leads" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:71 msgid "" "After leads are generated, they are assigned to the designated salesperson " "and team. To view additional information regarding the lead, select one from" " the list, and click to open it." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:74 msgid "" "In the chatter thread for the lead, additional information is provided. This" " can include the number of employees, the technology used by the company, " "the timezone, and direct contact information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The chatter thread of a newly generated lead." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:82 msgid "" "If :guilabel:`Leads` are **not** enabled for the database, then leads are " "generated as *opportunities*, and added to the pipeline for the designated " "salesperson." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:85 msgid "" "To enable the :guilabel:`Leads` feature, navigate to :menuselection:`CRM app" " --> Configuration --> Settings`, and tick the :guilabel:`Leads` checkbox. " "Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:89 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:94 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:61 #: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "定價" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:91 msgid "" "Lead mining is an *In-App Purchase* feature, and each generated lead costs " "one :ref:`credit `." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:95 msgid "" "Generating |CC| costs one additional credit for each contact generated. See " "here for complete pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:99 msgid "" "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> " "Settings`. In the :guilabel:`Lead Generation` section, under the " ":guilabel:`Lead Mining` feature, click :guilabel:`Buy Credits`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:103 msgid "" "Credits may also be purchased by navigating to the :menuselection:`Settings " "app`. In the :guilabel:`Contacts` section, under the :guilabel:`Odoo IAP` " "feature, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Buy credits in the Odoo IAP settings." msgstr "在 Odoo IAP 設定中購買點數。" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:112 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test " "|IAP| features before purchasing more credits for the database. This " "includes demo/training databases, educational databases, and one-app-free " "databases." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:117 msgid ":doc:`/applications/essentials/in_app_purchase`" msgstr ":doc:`/applications/essentials/in_app_purchase`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:3 msgid "Create opportunities from web contact forms" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:5 msgid "" "Adding a contact form to a website makes it easy to convert visitors into " "leads and opportunities. After a visitor submits their information, an " "opportunity can be created automatically, and assigned to a designated sales" " team and salesperson." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:12 msgid "Customize contact forms" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:14 msgid "" "By default, the *Contact Us* page on an Odoo website displays a " "preconfigured contact form. This form can be customized, as needed, to suit " "the needs of a specific sales team." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:17 msgid "" "Navigate to :menuselection:`Website app --> Contact Us`, then click " ":guilabel:`Edit` in the top-right of the screen to open the web editor. " "Click on the form building block in the body of the webpage to open the form" " configuration settings on the right sidebar. The following options are " "available to customize the contact form from the :guilabel:`From` section of" " the right sidebar:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1 msgid "The form configuration settings on an Odoo website." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:26 msgid "" ":guilabel:`Action`: the default action for a contact form is :guilabel:`Send" " an Email`. Select :guilabel:`Create an Opportunity` from the drop-down list" " to capture the information in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:29 msgid "" ":guilabel:`Sales Team`: choose a sales team from the drop-down menu that the" " opportunities from this form should be assigned to. This field **only** " "appears if the :guilabel:`Action` field is set to :guilabel:`Create an " "Opportunity`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:32 msgid "" ":guilabel:`Salesperson`: if the opportunities should be assigned to a " "specific salesperson, select them from the drop-down menu. If no selection " "is made in this field, the opportunities are assigned based on the team's " "existing rules." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:35 msgid "" ":guilabel:`Marked Fields`: use this field to alter how the form handles " "marked fields. The default option is to treat marked fields as " ":guilabel:`Required`, which is the recommended setting." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:37 msgid "" ":guilabel:`Mark Text`: choose how :guilabel:`Marked Fields` should be " "identified. The default character is an asterisk (`*`)." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:39 msgid "" ":guilabel:`Labels Width`: use this field to alter the pixel width of the " "labels, if desired." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:40 msgid "" ":guilabel:`On Success`: select how the webpage reacts after a customer " "successfully submits a form. :guilabel:`Nothing` keeps the customer on the " "same screen, with the addition of a confirmation message that the form was " "submitted successfully. :guilabel:`Redirect` sends the customer to a new " "webpage, based on the address provided in the :guilabel:`URL` field below. " ":guilabel:`Show Message` replaces the form with a preconfigured message that" " informs the customer someone should respond to them as soon as possible." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:46 msgid "" ":guilabel:`URL`: if :guilabel:`Redirect` is selected in the :guilabel:`On " "Success` field, enter the URL for the webpage, where customers should be " "directed after successfully submitting a form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:48 msgid "" ":guilabel:`Visibility`: use the drop-down menu to add any visibility " "conditions for this field, if desired." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:52 msgid "" "If *leads* are activated in *CRM* settings, selecting :guilabel:`Create an " "Opportunity` generates a lead instead. To activate leads, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`, and tick the " ":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:57 msgid "Customize contact form fields" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:59 msgid "" "In addition to the settings for the form, the settings for each field can be" " customized, as well. With the web editor menu still open, click into a " "field to open the :guilabel:`Field` configuration settings section on the " "sidebar. The following options are available to customize a field:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:63 msgid "" ":guilabel:`Type`: choose a custom field option or an existing field type." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:64 msgid "" ":guilabel:`Input Type`: determine the type of information customers should " "input. Available options are :guilabel:`Text`, :guilabel:`Email`, " ":guilabel:`Telephone`, or :guilabel:`Url`. The selection made in this field " "limits the format that customers can use when entering information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:67 msgid ":guilabel:`Label`: enter the name for the field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:68 msgid "" ":guilabel:`Position`: choose the way the label is aligned with the rest of " "the form. The label can be hidden, above the field, to the left of the " "field, or right adjusted and closer to the field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:70 msgid "" ":guilabel:`Description`: slide the toggle to add a description for the " "field, which can provide additional instructions to customers. Click under " "the field on the form to add the description." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:72 msgid "" ":guilabel:`Placeholder`: enter an example to help users know how to input " "information where formatting is important, such as a phone number or email " "address." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:74 msgid "" ":guilabel:`Default Value`: enter a value to include in the form, by default," " if the customer does not provide information in the field. *It is not " "recommended to include a default value for required fields*." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:77 msgid "" ":guilabel:`Required`: slide the toggle to mark this field as required if it " "**must** be filled in for every submission." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:79 msgid "" ":guilabel:`Visibility`: select when this field should be visible. Use the " "button on the left to choose whether to show or hide this field on a desktop" " users. Use the button on the right to choose whether to show or hide this " "field to mobile users." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:82 msgid ":guilabel:`Animation`: select if this field should have any animation." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst-1 msgid "The field configuration settings on an Odoo website." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:89 msgid "View opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:91 msgid "" "After a customer submits a contact form, and an opportunity is created, it " "is assigned based on the :ref:`form settings `. " "To view opportunities, navigate to :menuselection:`CRM app --> Sales --> My " "Pipeline`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:96 msgid "" "If leads are activated on the database, contact form submissions are " "generated as leads, not opportunities. To activate leads, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`, and tick the " ":guilabel:`Leads` checkbox. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:100 msgid "" "Navigate to :menuselection:`CRM app --> Leads` to view the newly-created " "leads." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:102 msgid "" "On the :guilabel:`My Pipeline` dashboard, click on an opportunity card in " "the Kanban view to open the opportunity record. The information submitted by" " the customer is visible on the opportunity record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:107 msgid "" "As the contact form fields are customizable, the fields on the opportunity " "record, where the form information is stored, varies accordingly." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:110 msgid "" "If the preconfigured contact form is used, the *Subject* field is added to " "the :guilabel:`Title` field, and the content in the :guilabel:`Notes` field," " which is labeled as :guilabel:`Your Question`, is added to the " ":guilabel:`Internal Notes` tab." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:115 msgid ":doc:`../pipeline/manage_sales_teams`" msgstr ":doc:`../pipeline/manage_sales_teams`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:116 msgid ":doc:`convert`" msgstr ":doc:`convert`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:117 #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:109 msgid ":doc:`../track_leads/lead_scoring`" msgstr ":doc:`../track_leads/lead_scoring`" #: ../../content/applications/sales/crm/acquire_leads/opportunities_form.rst:118 msgid ":ref:`Website forms `" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Create and send quotations" msgstr "建立及傳送報價" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5 msgid "" "Once a qualified lead has been converted into an opportunity, the next step " "is to create and deliver a quotation. This process can be easily handled " "through Odoo's *CRM* application." msgstr "評定為合資格的潛在客戶轉換為銷售機會後，下一步是建立及送出報價單。Odoo 的 *客戶關係* 應用程式，可協助你輕鬆處理此工序。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9 msgid "Create a new quotation" msgstr "建立新報價單" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:11 msgid "" "To create a new quotation, open the :menuselection:`CRM app`, revealing the " ":guilabel:`Pipeline` page on the main *CRM* dashboard." msgstr "" "要建立新的報價單，請開啟 :menuselection:`客戶關係應用程式`，系統會顯示 *客戶關係* 主Dashboard上的 " ":guilabel:`管道` 頁面。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14 msgid "" "From here, click on any opportunity to open it. Review the existing " "information and update any fields, if necessary." msgstr "在該處，按一下任何銷售機會便可開啟它。你可查看現有資訊，以及更新任何欄位（如有需要）。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:18 msgid "" "If a quotation has already been created for this opportunity, it can be " "found by clicking on the :guilabel:`Quotations` smart button at the top of " "the top of the form. The number of existing quotations is listed on the " "smart button, as well." msgstr "如果已經為此銷售機會建立報價，你可按一下表單頂部的 :guilabel:`報價` 智能按鈕，檢視現有報價。該智能按鈕會顯示現有報價的數目。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:22 msgid "" "At the top-left of the form, click the :guilabel:`New Quotation` button." msgstr "在表單的左上角，按一下 :guilabel:`新增報價單` 按鈕。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "Qualified lead form with New Quotation button emphasized." msgstr "已評定資格潛在客戶表單，焦點放在「新增報價單」按鈕。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29 msgid "" "The **Sales** application **must** be installed for the :guilabel:`New " "Quotation` button to appear." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:33 msgid "" "The :guilabel:`Customer` field is **not** required on the opportunity form." msgstr "銷售機會表單上，是 **不需要** :guilabel:`客戶` 欄位的。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:35 msgid "" "However, customer information must be added or linked before a quotation can" " be sent. If the :guilabel:`Customer` field is left blank on the " "opportunity, clicking the :guilabel:`New Quotation` button opens a pop-up " "window with the following options:" msgstr "" "不過，報價單發送之前，必須加入或連結至客戶資訊。如果銷售機會的 :guilabel:`客戶` 欄位留空，按下 :guilabel:`新增報價單` " "按鈕時，會開啟一個彈出視窗，當中包括以下選項：" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:39 msgid "" ":guilabel:`Create a new customer`: creates a new customer record, using any " "available information provided on the opportunity form." msgstr ":guilabel:`建立新客戶`：會使用銷售機會表單內任何可用資訊，去建立新的客戶記錄。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:41 msgid "" ":guilabel:`Link to an existing customer`: opens a drop-down field with " "existing customer names. Select a name to link this new quotation to an " "existing customer record." msgstr ":guilabel:`連結至現有客戶`：開啟現有客戶名稱的下拉式欄位。選擇客戶名稱，以將此新報價單連結至現有客戶記錄。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:43 msgid "" ":guilabel:`Do not link to a customer`: the quotation will **not** be linked " "to a customer, and no changes are made to the customer information." msgstr ":guilabel:`不連結至客戶`：報價單 **不會** 連結至客戶，亦不會對客戶資訊作任何修改。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:46 msgid "" "Once this button is clicked, a new quotation form appears. Confirm the " "information in the top half of the form, and update any missing or incorrect" " fields:" msgstr "按下此按鈕後，會顯示一張新的報價單。請確認表單上半部份的資料，並更新任何缺漏或錯誤的欄位：" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:49 msgid "" ":guilabel:`Customer`: the company or contact for whom this quotation was " "created." msgstr ":guilabel:`客戶`：建立此報價單的對象公司或聯絡人。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:50 msgid "" ":guilabel:`Referrer`: if this customer was referred by another customer or " "contact, select it from the drop-down menu in this field." msgstr ":guilabel:`推薦人`：如果客戶是由其他客戶或聯絡人推薦，請從此欄位的下拉式選單中，選擇推薦人。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52 msgid "" ":guilabel:`Invoice Address`: physical address where the invoice should be " "sent." msgstr ":guilabel:`發票地址`：發票應發送至的實體地址。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:53 msgid "" ":guilabel:`Delivery Address`: physical address where any products should be " "delivered." msgstr ":guilabel:`送貨地址`：任何產品應送貨至的實體地址。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:54 msgid "" ":guilabel:`Quotation Template`: if applicable, select a pre-configured " ":doc:`quotation template " "` from this field." msgstr "" ":guilabel:`報價範本`：如適用，請在此欄位選擇一個預先配置好的 :doc:`報價範本 " "`。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:56 msgid ":guilabel:`Expiration`: date when this quotation is no longer valid." msgstr ":guilabel:`過期日期`：此報價不再有效的日期。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:57 msgid "" ":guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation" " date of confirmed orders. Note that this field is only visible if " ":doc:`Developer mode (debug mode) ` is" " active." msgstr "" ":guilabel:`報價日期`：草稿/已發送訂單的建立日期，或已確認訂單的確認日期。請留意，此欄位只會在 :doc:`開發人員模式（除錯模式） " "` 生效時顯示。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:60 msgid "" ":guilabel:`Recurring Plan`: if this quotation is for a recurring product or " "subscription, select the recurring plan configuration to be used." msgstr ":guilabel:`重複計劃`：如果報價是關於重複性產品或定期訂購計劃，請選擇要使用的重複計劃配置。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:62 msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order." msgstr ":guilabel:`價目表`：選擇要套用至此訂單的價目表。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:63 msgid "" ":guilabel:`Payment Terms`: select any applicable payment terms for this " "quotation." msgstr ":guilabel:`付款條件`：為此報價單選擇任何適用的付款條件。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:70 msgid "" "The :guilabel:`Expiration` field automatically populates based on the " "creation date of the quotation, and the default validity time frame." msgstr ":guilabel:`過期日期` 欄位會根據報價單的建立日期，以及預設的有效時間範圍，而自動填入。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:73 msgid "" "To update the default validity time frame, navigate to :menuselection:`Sales" " app --> Configuration --> Settings --> Quotations & Orders` and update the " ":guilabel:`Default Quotation Validity` field. To disable automatic " "expiration, enter `0` in this field." msgstr "" "若要更新預設有效時間範圍，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定 --> 報價及訂單`，並更新 " ":guilabel:`預設報價有效期` 欄位。若想停用自動過期，請在此欄位輸入 `0`。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:77 msgid "When the desired changes are complete, click :guilabel:`Save`." msgstr "完成所需的更改後，按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:79 msgid "" "When using a quotation template, the expiration date is based off of the " ":guilabel:`Quotation Validity` field on the template. To alter the validity " "date computation on a template, go to :menuselection:`Sales app --> " "Configuration --> Sales Orders --> Quotation Templates`." msgstr "" "使用報價範本時，過期日期會根據範本的 :guilabel:`報價有效期` 欄位設定。若要變更範本的有效期計算方法，請前往 " ":menuselection:`銷售應用程式 --> 配置 --> 銷售訂單 --> 報價範本`。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:83 msgid "" "Then, click on a template to open it, and update the number in the " ":guilabel:`Quotation Validity` field." msgstr "然後，按一下範本將其打開，並更新 :guilabel:`報價有效期` 欄位內的數字。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:87 msgid "Order lines" msgstr "訂單明細" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:89 msgid "" "After updating the customer, payment, and deadline information on the new " "quotation, the :guilabel:`Order Lines` tab can be updated with the " "appropriate product information." msgstr "對新報價單的客戶、付款及期限等資訊完成更新後，可使用適當的產品資訊，更新 :guilabel:`訂單資料行` 分頁。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:92 msgid "" "To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " "tab." msgstr "要執行此操作，請按一下 :guilabel:`訂單資料行` 分頁中的 :guilabel:`新增產品`。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:94 msgid "" "Next, type the name of an item into the :guilabel:`Product` field to search " "through the product catalog. Then, select a product from the drop-down menu," " or create a new one by selecting :guilabel:`Create` or :guilabel:`Create " "and Edit`." msgstr "" "之後，在 :guilabel:`產品` 欄位輸入商品名稱，以搜尋產品目錄。然後，從下拉式選單中選擇一個產品，或按 :guilabel:`建立` 或 " ":guilabel:`建立並編輯` 以建立新產品。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:98 msgid "" "After selecting a product, update the :guilabel:`Quantity`, if necessary. " "Confirm the information in the remaining fields." msgstr "選取產品後，如有需要，可更新 :guilabel:`數量`。另外，確認其他欄位中的資訊。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:101 msgid "" "To remove a line from the quotation, click the :icon:`fa-trash-o` " ":guilabel:`(trash can)` icon." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:103 msgid "" "To organize products into sections click :guilabel:`Add a section` and type " "a name for the section. Then, click the :icon:`oi-draggable` " ":guilabel:`(drag)` icon to the left of the name and drag to move the section" " to the appropriate location. Move each product using the same method to " "finish organizing the quotation order lines." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "" "Categories are used to create separate sections on the order lines of a " "quote." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:113 msgid "Product catalog" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:115 msgid "" "To quickly add numerous products to the quotation, click the " ":guilabel:`Catalog` button to open the product catalog." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:118 msgid "" "All products in the database are listed as cards and can be sorted in the " "left panel by :guilabel:`Product Category` and :guilabel:`Attributes`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "The product catalog displays all products as cards." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:125 msgid "" "To add a product, click the :icon:`fa-shopping-cart` :guilabel:`Add` button " "on the product card. Set the quantity of the item using the :icon:`fa-plus` " ":guilabel:`(add)` or :icon:`fa-minus` :guilabel:`(subtract)` buttons, or " "type the quantity in the number field between the two buttons. To remove an " "item, click the :icon:`fa-trash` :guilabel:`Remove` button on the product " "card." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "" "The purple add and subtract buttons are used to set the quantity of an item." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:134 msgid "" "Once all product quantities are set, click the :guilabel:`Back to Quotation`" " button to return to the quotation. The items selected in the product " "catalog now appear in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138 msgid "Preview and send quotation" msgstr "預覽及傳送報價" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:140 msgid "" "To see a preview of the quotation as the customer will see it, click the " ":guilabel:`Preview` button. Doing so opens a preview in the " ":guilabel:`Customer Portal`." msgstr "" "若要預覽客戶將會看見的報價文件，請按一下 :guilabel:`預覽` 按鈕。系統會在 :guilabel:`客戶門戶網站` 中，開啟預覽。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:143 msgid "" "After reviewing the customer preview, click :guilabel:`Return to edit mode` " "to return to the quotation form in the backend." msgstr "查看客戶預覽後，按一下 :guilabel:`返回編輯模式` 以回到後台的報價單。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:146 msgid "" "When the quotation is ready to deliver to the customer, click the " ":guilabel:`Send by Email` button." msgstr "報價單準備好傳送給客戶時，請按一下 :guilabel:`以電郵傳送` 按鈕。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:148 msgid "" "Doing so opens a pop-up window with a pre-configured email message. " "Information from the quotation, including the contact information, total " "cost, and quotation title are be imported from the quotation." msgstr "系統會開啟一個彈出視窗，內有預先配置好的電郵訊息。報價單內的資訊，包括聯絡資訊、總成本，以及報價單標題，都會從報價單匯入。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:152 msgid "A PDF of the quotation is added as an attachment to the email." msgstr "報價單的 PDF 版檔案，會加入為電郵附件。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:155 msgid "" "A pre-loaded template is used to create the email message. To alter the " "template, click the internal link to the right of the :guilabel:`Load " "template` field, located at the bottom of the email pop-up window." msgstr "" "系統會使用一個預先載入的範本，去建立電郵訊息。若要修改範本，請在電郵彈出視窗底部的 :guilabel:`載入範本` 欄位右側，按一下內部連結。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:159 msgid "" "To select a new template, select an option from the :guilabel:`Load " "template` drop-down menu." msgstr "要選擇新範本，請從 :guilabel:`載入範本` 下拉式選單中選取。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:161 msgid "" "Proceed to make any necessary changes to the email, then click " ":guilabel:`Send`. A copy of the message is added to the *Chatter* of the of " "the record." msgstr "繼續編輯電郵內容，進行任何需要的修改，然後按一下 :guilabel:`傳送`。訊息的副本會加入至記錄的 *聊天視窗* 中。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:164 msgid "" "After a quotation is sent, the originating opportunity's " ":guilabel:`Quotations` smart button updates with a new count. This " "quotation, and all other quotations can be accessed through this smart " "button at the top of the opportunity in the *CRM* app." msgstr "" "發送報價單後，原本銷售機會的 :guilabel:`報價` 智能按鈕，會更新至新的總數。這個智能按鈕可存取此報價單以及所有其他報價單，按鈕位置在 " "*客戶關係* 應用程式內，銷售機會的頂部。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:168 msgid "" "Any quotations attached to the opportunity that are confirmed, and have " "therefore been converted to sales orders, will be deducted from the number " "listed on the :guilabel:`Quotations` smart button. Instead, the value of the" " sales order will appear in the :guilabel:`Orders` smart button located in " "the same control panel." msgstr "" "任何報價單，若附加至的銷售機會已獲確認，因而轉換為銷售訂單，它們的數目會在 :guilabel:`報價` " "智能按鈕所列出的數目扣除。取而代之，銷售訂單數目會在同一控制面板的 :guilabel:`訂單` 智能按鈕上顯示。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174 msgid "Mark an opportunity won or lost" msgstr "將銷售機會標記為已贏得或損失" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:176 msgid "" "In order to keep the pipeline up to date and accurate, opportunities need to" " be identified as *won* or *lost* once a customer has responded to a " "quotation." msgstr "為保持管道的資料最更新和準確，客戶對報價作出回應後，你需要將銷售機會識別為 *已贏得* 或 *已損失*。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:179 msgid "" "To mark an opportunity as *won* or *lost*, return to the opportunity using " "the breadcrumbs at the top-left of the quotation form. Or navigate to " ":menuselection:`CRM app --> Sales --> My Pipeline` and click on the correct " "opportunity to open it." msgstr "" "要將銷售機會標記為 *已贏得* 或 *已損失*，請使用報價單左上角的導航麵包屑，返回該銷售機會。或者，前往 " ":menuselection:`客戶關係應用程式 --> 銷售 --> 我的管道`，然後按一下正確的銷售機會將其打開。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:183 msgid "" "At the top-left of the form, click on either the :guilabel:`Won` or " ":guilabel:`Lost` button." msgstr "在表單左上角，按一下 :guilabel:`已贏得` 或 :guilabel:`已損失` 按鈕。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:185 msgid "" "If the opportunity is marked *won*, a green :guilabel:`Won` banner is added " "to the record, and it is moved to the :guilabel:`Won` stage." msgstr "" "如果銷售機會標記為 *已贏得*，記錄會顯示一個綠色的 :guilabel:`已贏得` 橫幅，並會移至 :guilabel:`已贏得` 階段。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:188 msgid "" "Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a " ":guilabel:`Mark Lost` pop-up window, where a :guilabel:`Lost Reason` can be " "entered." msgstr "" "要將銷售機會標記為 :guilabel:`已損失`，可使用 :guilabel:`已損失` 按鈕，系統會開啟 :guilabel:`標記為已損失` " "彈出視窗，該處可輸入 :guilabel:`損失原因`。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:191 msgid "" "From the :guilabel:`Lost Reason` drop-down field, choose an existing lost " "reason. If no applicable reason is available, create a new one by entering " "it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`." msgstr "" "從 :guilabel:`損失原因` 下拉欄位中，選擇現有的損失原因。如果沒有適用的原因，請在 :guilabel:`損失原因` " "欄位中輸入該原因，然後按一下 :guilabel:`建立` 以建立新原因。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:196 msgid "" "It's best practice to try and use pre-configured :guilabel:`Lost Reason` " "values as much as possible or to limit the creation of new values only to " "sales team leads. Using consistent values for this parameter will make " "pipeline analysis easier and more accurate when filtering for the " ":guilabel:`Lost Reason` parameter." msgstr "" "最佳做法是盡可能使用預先配置的 :guilabel:`損失原因` 值，或只限銷售團隊負責人才可建立新值。使用同一套資料值去篩選 " ":guilabel:`損失原因` 參數，可使管道分析更容易及準確。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:201 msgid "" "To set up new values for this field, navigate to :menuselection:`CRM --> " "Configuration --> Lost Reasons`, and click both :guilabel:`New` and " ":guilabel:`Save` for each new entry added to the list." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:205 msgid "" "Additional notes and comments can be added in the :guilabel:`Closing Note` " "field." msgstr "額外的備註及留言，可加入至 :guilabel:`結束備註` 欄位中。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:207 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:34 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:192 msgid "" "When all the desired information has been entered in the :guilabel:`Mark " "Lost` pop-up window, click :guilabel:`Mark as Lost`." msgstr "在 :guilabel:`標記為已損失` 彈出視窗輸入全部所需資訊後，按一下 :guilabel:`標記為已損失`。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:210 msgid "" "Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and " "Odoo returns to the opportunity form, where a new red :guilabel:`Lost` " "banner is now present in the upper-right corner of the opportunity." msgstr "" "按下 :guilabel:`標記為已損失` 後，彈出視窗會消失，而 Odoo 會返回銷售機會表單，該處右上角現在會有一個新的紅色 " ":guilabel:`已損失` 橫幅。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:214 msgid "" "Once an opportunity is marked as *lost*, it is no longer considered active, " "and it is removed from the pipeline." msgstr "銷售機會被標記為 *已損失* 後，便不再視為生效，會從管道中移除。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:217 msgid "" "In order to view a *lost* opportunity from the pipeline, click the " ":guilabel:`down arrow icon` to the right of the search bar, and select " "either :guilabel:`Lost` or :guilabel:`Archived` from the drop-down menu that" " appears." msgstr "" "若要在管道中查看 *已損失* 的銷售機會，請按一下搜尋列右方的 :guilabel:`向下箭嘴圖示`，然後在顯示的下拉式選單中，選擇 " ":guilabel:`已損失` 或 :guilabel:`已封存`。" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:222 msgid "" "While opportunities that have been marked as *lost* are considered " "*Archived*, be advised that, in order for an opportunity to be included as " "*lost* in reporting, it **must** be specifically marked as *lost*, not " "*Archived*." msgstr "" "雖然標記為 *已損失* 的銷售機會是視作 *已封存*，但請留意，將來在執行報告功能時，若要將銷售機會包括 *已損失* 之中，該銷售機會 **必須** " "已明確標記為 *已損失*，而非 *已封存*。" #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "CRM Gamification" msgstr "CRM遊戲化" #: ../../content/applications/sales/crm/optimize/gamification.rst:5 msgid "" "In Odoo's *CRM* app, *gamification tools* provide the opportunity to " "evaluate and motivate users through customizable challenges, goals, and " "rewards. Goals are created to target actions within the *CRM* app, and can " "be tracked and rewarded automatically to participating sales teams." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:12 msgid "" "To install the *CRM Gamification* module, navigate to the " ":menuselection:`Apps` application. Click into the :guilabel:`Search...` bar " "at the top of the page and remove the :guilabel:`Apps` filter. Type `CRM " "Gamification` to search." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:16 msgid "" "On the :guilabel:`CRM Gamification` module, click :guilabel:`Install`. This " "module features goals and challenges related to the *CRM* and *Sales* " "applications." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the gamification module being installed in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:24 msgid "" "If **both** the *CRM* and *Sales* apps are installed, the *CRM Gamification*" " module is automatically installed on the database." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:27 msgid "" "To access the *Gamification Tools* menu, first enable :ref:`developer-mode`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:29 msgid "" "Next, navigate to :menuselection:`Settings app --> Gamification Tools`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View if the gamification tools menu in Odoo Settings." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Create badges" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "" "*Badges* are awarded to users when they have completed a challenge. " "Different badges can be awarded based on the type of task completed, and can" " be issued to more than one user, depending on the time they accomplish the " "goal." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:44 msgid "" "To view the existing badges, or create a new one, navigate to " ":menuselection:`Settings --> Gamification Tools --> Badges`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the badges page in Odoo." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:52 msgid "" "Some badges can be awarded outside of challenges, as well. Select the Kanban" " card for the desired badge, then click :guilabel:`Grant`. This opens a " ":guilabel:`Grant Badge` pop-up window. Select a user from the :guilabel:`Who" " would you like to reward?` field." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:56 msgid "" "Add any additional information regarding why the user is receiving the " "reward in the field below, then click :guilabel:`Grant Badge`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:59 msgid "" "To create a new badge, click :guilabel:`New` at the top-left of the page to " "open a blank form. Enter a name for the :guilabel:`Badge`, followed by a " "description." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:62 msgid "" "The :guilabel:`Allowance to Grant` field determines when a badge can be " "granted, and by whom:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:64 msgid ":guilabel:`Everyone`: this badge can be manually granted by any user." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:65 msgid "" ":guilabel:`A selected list of users`: this badge can only be granted by a " "select group of users. If this option is selected, it generates a new field," " :guilabel:`Authorized Users`. Choose the appropriate users from this drop-" "down list." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:68 msgid "" ":guilabel:`People having some badges`: this badge can only be granted by " "users who have already been awarded a specific badge. If this option is " "selected it generates a new field, :guilabel:`Required Badges`. Use this " "drop-down list to select the badge(s) a user must have before they can award" " this badge to others." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:72 msgid "" ":guilabel:`No one, assigned through challenges`: this badge cannot be " "manually granted, it can only be awarded through challenges." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:75 msgid "" "To limit the number of badges a user can send, tick the :guilabel:`Monthly " "Limited Spending` checkbox. This sets a limit on the number of times a user " "can grant this badge. In the :guilabel:`Limitation Number` field, enter the " "maximum number of times this badge can be sent per month, per person." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "The details page for a new badge." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:87 msgid "Create a challenge" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:89 msgid "" "To create a challenge, navigate to to :menuselection:`Settings --> " "Gamification Tools --> Challenges`. Click :guilabel:`New` in the top-left " "corner to open a blank challenge form." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:92 msgid "At the top of the form, enter a :guilabel:`Challenge Name`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:95 msgid "Create assignment rules" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:97 msgid "" "To assign the challenge to specific users, one or more assignment rules must" " be utilized." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:99 msgid "" "Click into the first field under :guilabel:`Assign Challenge to`, and select" " a parameter from the drop-down list to define the rule. Then, click into " "the next field to define the rule's operator. If necessary, click into the " "third field to further define the parameter." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:104 msgid "" "To include all users with permissions in the *Sales* app, create a rule with" " the following parameters:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:107 msgid ":guilabel:`Groups`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:108 msgid ":guilabel:`is in`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:109 msgid "`Sales/User: Own Documents Only`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:0 msgid "View of the assignation rules section of a Challenge form." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:115 msgid "" "In the :guilabel:`Periodicity` field, select a time frame for goals to be " "automatically assessed." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:118 msgid "Add goals" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:120 msgid "" "Challenges can be based on a single goal, or can include multiple goals with" " different targets. To add a goal to the challenge, click :guilabel:`Add a " "line` on the :guilabel:`Goals` tab." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:123 msgid "" "In the :guilabel:`Goal Definition` field, choose a goal from the drop-down " "list. The :guilabel:`Condition` field automatically updates to reflect the " "condition set on the goal definition." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:128 msgid "" "The *CRM Gamification* module contains preconfigured goals geared towards " "salesteams:" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:130 msgid ":guilabel:`New Leads`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:131 msgid ":guilabel:`Time to Qualify a Lead`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:132 msgid ":guilabel:`Days to Close a Deal`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:133 msgid ":guilabel:`New Opportunities`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:134 msgid ":guilabel:`New Sales Orders`" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:136 msgid "" "Enter a :guilabel:`Target` for the goal based on the :guilabel:`Suffix`." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:138 msgid "Repeat these steps for each additional goal." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "The goals tab of a challenge form." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:145 msgid "Add rewards" msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:147 msgid "" "Next, click the :guilabel:`Reward` tab. Choose the :ref:`badges ` to be awarded :guilabel:`For 1st User` and :guilabel:`For Every " "Succeeding User` by selecting them from the drop-down lists." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:152 msgid "" "Badges are granted when a challenge is finished. This is either at the end " "of a running period, at the end date of a challenge, or when the challenge " "is manually closed." msgstr "" #: ../../content/applications/sales/crm/optimize/gamification.rst:155 msgid "" "After setup is complete, click the :guilabel:`Start Challenge` button at the" " top-left of the page to begin the challenge." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:3 msgid "Lead enrichment" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:5 msgid "" "*Lead enrichment* is a service that provides business information for a " "contact attached to a lead. Lead enrichment is an In-App Purchase (IAP) that" " requires credits to use, and is available for existing leads in an Odoo " "database." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:9 msgid "" "The information provided by lead enrichment can include general information " "about the business (including full business name and logo), social media " "accounts, :guilabel:`Company type`, :guilabel:`Founded` information, " ":guilabel:`Sectors` information, the number of :guilabel:`Employees`, " ":guilabel:`Estimated revenue`, :guilabel:`Phone` number, " ":guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:16 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:78 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test " ":abbr:`IAP (In-App Purchase)` features before deciding to purchase more " "credits for the database. This includes demo/training databases, educational" " databases, and one-app-free databases." msgstr "" "企業版 Odoo 用戶若有生效的服務計劃，將獲得免費點數，可測試 " "IAP（應用程式內購買）功能，之後才決定是否為資料庫購買更多點數。此安排適用於：演示/訓練資料庫、教育資料庫，以及單一應用程式免費資料庫。" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:21 msgid "" "The *leads* feature **must** be activated in the *CRM* settings page in " "order to use lead enrichment. To access the *CRM* settings, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`. Under the " ":guilabel:`CRM` section activate the :guilabel:`Leads` option and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:27 msgid "Lead enrichment set up" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:29 msgid "" "To set up lead enrichment in the *CRM* application, navigate to " ":menuselection:`CRM app --> Configuration --> Settings`. Then, under the " ":guilabel:`Lead Generation` section, tick the checkbox next to " ":guilabel:`Lead Enrichment`, and select either :guilabel:`Enrich leads on " "demand only` or :guilabel:`Enrich all leads automatically`. Click the " ":guilabel:`Save` button to activate the changes." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "" "CRM lead generation settings page, with lead enrichment activation highlighted, and enrich\n" "leads on demand only chosen." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:41 msgid "Enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:43 msgid "" "Enrichment of leads is based on the domain of the email address of the " "customer set on the lead. There are two different ways that a lead can be " "enriched: *automatically* or *manually*." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:47 msgid "Automatically enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:49 msgid "" "During set up, if :guilabel:`Enrich all leads automatically` was selected on" " the *CRM* :guilabel:`Settings` page, then no action needs to be taken by " "the user to enrich the lead. A scheduled action runs automatically, every " "sixty minutes, and enrichment occurs on leads, after a remote database is " "contacted." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:55 msgid "" "To access the cron that runs for the automatic lead enrichment, activate " ":ref:`developer mode `, and navigate to " ":menuselection:`Settings app --> Technical menu --> Automation section --> " "Scheduled Actions`. In the :guilabel:`Search...` bar, type in `CRM`. Click " "into the result labeled :guilabel:`CRM: enrich leads (IAP)`, and make any " "necessary adjustments. In the :guilabel:`Execute Every` field, enter a value" " greater than, or equal to, five minutes." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:62 msgid "" "The following is an example of lead enrichment data that has been " "autocompleted successfully:" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:0 msgid "Chatter showing lead enrichment data." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:69 msgid "Manually enrich leads" msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:71 msgid "" "If the :guilabel:`Enrich leads on demand only` option was selected on the " "*CRM* :guilabel:`Settings` page, when activating :guilabel:`Lead " "Enrichment`, each lead that a user wishes to enrich **must** be manually " "enriched. This is achieved by clicking the :guilabel:`Enrich` button in the " "top menu of the lead." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:76 msgid "" "The same information will be retrieved at the same :abbr:`IAP (In-App " "Puchase)` credit cost (one per enrichment). This method of enrichment is " "useful when every lead does not need to be enriched, or cost is an issue." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Manual enrich button feature highlighted on the CRM lead." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:85 msgid "" "Manually enrich leads in bulk using the *list* view. First, navigate to " ":menuselection:`CRM app --> Leads`, and click the list view button " "(:guilabel:`☰ (three horizontal lines)` icon). Next, tick the checkboxes for" " the leads that should be manually enriched. Finally, click the " ":guilabel:`⚙️ Action` icon, and select :guilabel:`Enrich` from the resulting" " drop-down menu. This can also be achieved from the *My Pipeline* page. To " "do so, simply open the *CRM* app, or navigate to :menuselection:`CRM app -->" " Sales --> My Pipeline`. Either route reveals leads and opportunities on the" " :guilabel:`Pipeline` page." msgstr "" "使用 *列表* 檢視畫面，手動批量豐富潛在客戶。首先，前往 :menuselection:`客戶關係應用程式 --> " "潛在客戶`，然後按一下列表檢視畫面按鈕（:guilabel:`☰ [三條橫線]` 圖示）。接着，勾選需要手動豐富的潛在客戶。最後，按一下 " ":guilabel:`⚙️ 操作` 圖示，從下拉式選單中，選擇 :guilabel:`豐富`。你也可透過 *我的管道* 頁面完成此操作，只需打開 " "*客戶關係* 應用程式，或前往 :menuselection:`客戶關係應用程式 --> 銷售 --> " "我的管道`。無論採用哪種方式，:guilabel:`管道` 頁面都會顯示潛在客戶及銷售機會。" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:96 msgid "" "Lead enrichment is an In-App Purchase (IAP) feature, and each enriched lead " "costs one credit." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:99 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:102 msgid "" "To buy credits, navigate to :menuselection:`CRM app --> Configuration --> " "Settings`. In the :guilabel:`Lead Generation` section, under the " ":guilabel:`Lead Enrichment` feature, click on :guilabel:`Buy Credits`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst-1 msgid "Buy credits from the lead enrichment settings." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:110 msgid "" "Credits and balances may also be purchased by navigating to the " ":menuselection:`Settings app`. In the :guilabel:`Contacts` section, under " "the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." msgstr "" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:119 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:83 msgid ":doc:`../../../essentials/in_app_purchase`" msgstr ":doc:`../../../essentials/in_app_purchase`" #: ../../content/applications/sales/crm/optimize/lead_enrichment.rst:122 msgid "" "When collecting a company's contact information, make sure to be aware of " "the latest EU regulations. For more information about General Data " "Protection Regulation, refer to: `Odoo GDPR `__." msgstr "" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich contacts with partner autocomplete" msgstr "透過合作夥伴自動完成功能，豐富聯絡人資料" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5 msgid "" "*Partner autocomplete* enriches the contacts database with corporate data. " "In any module, enter the new company name into the :guilabel:`Customer` " "field (`partner_id` technical field), and select one of the companies " "suggested in the drop-down menu. Instantly get valuable company information " "full of hard-to-find data for a desired company." msgstr "" "**合作夥伴自動完成** 利用公司企業資料，豐富你的聯絡人資料庫。在任何模組中，你可在 :guilabel:`客戶` 欄位（即 `partner_id`" " 技術欄位）輸入一間新公司的名稱，然後從下拉式選單中，選擇一間建議的公司。系統會即時提供重要的公司資訊，當中包括難以找到的目標公司數據。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11 msgid "" "A company **cannot** already be manually entered in the *Contacts* " "application prior to enriching it with data." msgstr "要使用數據豐富功能，有關公司的資料 **不可以** 已經手動輸入至 *聯絡人* 應用程式內。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:14 msgid "" "The information provided by partner autocomplete can include general " "information about the business (including full business name and logo), " "social media accounts, :guilabel:`Company type`, :guilabel:`Founded` " "information, :guilabel:`Sectors` information, the number of " ":guilabel:`Employees`, :guilabel:`Estimated revenue`, :guilabel:`Phone` " "number, :guilabel:`Timezone`, and :guilabel:`Technologies Used`." msgstr "" "合作夥伴自動完成功能提供的資訊，可以包括有關企業的一般資料（例如公司全名、標誌）、社交媒體帳戶、:guilabel:`公司類型`、有關 " ":guilabel:`成立` 的資訊、:guilabel:`行業` 資訊、:guilabel:`員工` " "數目、:guilabel:`估算收入`、:guilabel:`電話號碼`、:guilabel:`時區` 以及 :guilabel:`使用技術`。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:21 msgid "" "When getting a company's contact information make sure to be aware of the " "latest EU regulations. For more information about General Data Protection " "Regulation refer to: `Odoo GDPR `_. In Odoo, " "individual contact information cannot be searched for with the partner " "autocomplete feature." msgstr "" "在取得公司的聯絡資訊時，請務必了解最新的歐盟法規。有關歐盟通用資料保護規例（GDPR）的更多資料，請參閱 `Odoo GDPR " "`_。在 Odoo 系統內，合作夥伴自動完成功能不能用作搜尋個人聯絡資訊。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:29 msgid "" "Go to :menuselection:`Settings app --> Contacts section`. Then, activate the" " :guilabel:`Partner Autocomplete` feature, by ticking the checkbox beside " "it, and clicking :guilabel:`Save`." msgstr "" "要使用，請前往 :menuselection:`設定應用程式 --> 聯絡人部份`。然後，勾選 :guilabel:`合作夥伴自動完成` " "旁邊的方格，並按一下 :guilabel:`儲存`，以啟動功能。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "View of settings page and the activations of the feature in Odoo." msgstr "設定頁面的畫面，以及啟動 Odoo 功能。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:37 msgid "Enrich contacts with corporate data" msgstr "利用企業數據豐富聯絡人" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39 msgid "" "From any module, as the user is typing in the name of a new company contact," " Odoo reveals a large drop-down menu of potential match suggestions. If any " "are selected, the contact is then populated with corporate data related to " "that specific selection." msgstr "" "在任何模組中，當使用者輸入新公司聯絡人的名稱時，Odoo " "會顯示一個大型下拉式選單，提供潛在相符項目建議。選擇任何項目後，系統會按特定選擇，為該聯絡人填入相關的公司資料。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:43 msgid "For example, after typing `Odoo`, the following information populates:" msgstr "例如，輸入 `Odoo` 後，會填入以下資訊：" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "Creating a new contact in Odoo" msgstr "在 Odoo 中建立新聯絡人" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:49 msgid "" "In the chatter, the following information populates about the company, after" " clicking on the desired pre-populated contact:" msgstr "在聊天視窗中，按下所需的預填聯絡人後，將填入有關公司的以下資訊：" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "" "View of the information being shown about odoo with the autocomplete option " "in Odoo" msgstr "使用 Odoo 自動完成選項時，顯示有關「odoo」資訊的畫面" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:57 msgid "" "Partner Autocomplete also works if a :abbr:`VAT (value-added tax)` number is" " entered instead of company name." msgstr "合作夥伴自動完成功能也可識別 VAT（增值稅）號碼，無需輸入公司名稱。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:63 msgid "" "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires" " prepaid credits to be used. Each request consumes one credit." msgstr "*合作夥伴自動完成* 是一項 **應用程式內購買（IAP）** 服務，需要預先付費的點數去使用。每項請求消耗一個點數。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:66 msgid "" "To buy credits, go to :menuselection:`Settings app --> Contacts section`. " "Then, locate either the :guilabel:`Partner Autocomplete` feature and click " ":guilabel:`Buy credits`, or locate the :guilabel:`Odoo IAP` feature and " "click :guilabel:`View My Services`. From the resulting page, select a " "desired package." msgstr "" "要購買點數，請前往 :menuselection:`設定應用程式 --> 聯絡人部份`。然後，找出 :guilabel:`合作夥伴自動完成` " "功能，並按一下 :guilabel:`購買點數`；或者，找出 :guilabel:`Odoo IAP` 功能，並按一下 " ":guilabel:`查看我的服務`。在顯示結果的頁面中，選擇所需的服務套裝。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:72 msgid "" "If the database runs out of credits, the only information populated when " "clicking on the suggested company will be the website link and the logo." msgstr "如果資料庫的所有點數用完，按下建議公司時，只會填入網站連結及標誌資訊。" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:75 msgid "Learn about our `Privacy Policy `_." msgstr "閱讀詳細 `私隱政策 `_" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:3 msgid "Utilize activities for sales teams" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:5 msgid "" "*Activities* are follow-up tasks tied to a record in an *Odoo* database. " "Activities can be scheduled on any page of the database that contains a " "chatter thread, Kanban view, list view, or activities view of an " "application." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "" "The summary view of activities for leads and opportunities in an Odoo " "database." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:13 msgid "Planned Activities for Leads and Opportunities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:16 msgid "Activity types" msgstr "活動類型" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:18 msgid "" "A set of preconfigured activity types is available in the *CRM* app. To view" " the list of available activity types, navigate to the :menuselection:`CRM " "app --> Configuration --> Activity Types`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:22 msgid "" "Additional activity types are available within the database, and can be " "utilized through different applications. To access the complete list of " "activity types, go to the :menuselection:`Settings app`, then scroll to the " ":guilabel:`Discuss` section, and click :guilabel:`Activity Types`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:27 msgid "The preconfigured activity types for the *CRM* app are as follows:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:29 msgid "" ":guilabel:`Email`: adds a reminder to the chatter that prompts the " "salesperson to send an email." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:30 msgid "" ":guilabel:`Call`: opens a calendar link where the salesperson can schedule " "time to call the contact." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:32 msgid "" ":guilabel:`Meeting`: opens a calendar link where the salesperson can " "schedule time to have a meeting with the contact." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:34 msgid ":guilabel:`To Do`: adds a general reminder task to the chatter." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:35 msgid "" ":guilabel:`Upload Document`: adds a link on the activity where an external " "document can be uploaded. Note that the *Documents* app is **not** required " "to utilize this activity type." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:39 msgid "" "If other applications are installed, such as *Sales* or *Accounting*, other " "activity types are made available in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:45 msgid "Create a new activity type" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:47 msgid "" "To create a new activity type, click :guilabel:`New` at the top-left of the " "page to open a blank form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:50 msgid "" "At the top of the form, start by choosing a :guilabel:`Name` for the new " "activity type." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:53 msgid "Activity settings" msgstr "活動設定" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:56 msgid "Action" msgstr "動作" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:58 msgid "" "The *Action* field specifies the intent of the activity. Some actions " "trigger specific behaviors after an activity is scheduled." msgstr "*動作* 欄位指定了活動的意圖。有些操作會在活動獲規劃之後，觸發特定行為。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:61 msgid "" "If :guilabel:`Upload Document` is selected, a link to upload a document is " "added directly to the planned activity in the chatter." msgstr "如果選擇:guilabel:`上載文件`，會在聊天視窗中的已規劃活動中，直接加入上載文件的連結。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:63 msgid "" "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " "have the option to open their calendar to schedule a time for this activity." msgstr "如果選擇了 :guilabel:`電話通話` 或 :guilabel:`會議`，使用者便可選擇開啟日曆，為該活動安排時間。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:65 msgid "" "If :guilabel:`Request Signature` is selected, a link is added to the planned" " activity in the chatter that opens a signature request pop-up window." msgstr "如果選擇 :guilabel:`請求簽名`，會在聊天視窗中的已規劃活動加入連結，該連結會彈出簽名請求視窗。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "" "The Activity settings on a new activity type with emphasis on the Action " "field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:73 msgid "" "The actions available to select on an activity type vary, depending on the " "applications currently installed in the database." msgstr "不同活動類型可供選擇的操作會有不同，具體取決於資料庫中已安裝的應用程式。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:77 msgid "Default user" msgstr "預設使用者" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:79 msgid "" "To automatically assign this activity to a specific user when this activity " "type is scheduled, choose a name from the :guilabel:`Default User` drop-down" " menu. If this field is left blank, the activity is assigned to the user who" " creates the activity." msgstr "" "要在規劃此活動類型時將活動自動分配給特定用戶，請從 :guilabel:`預設使用者` " "下拉選單選擇一個名稱。如果留空欄位，活動將分配給建立活動的使用者。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:84 msgid "Default summary" msgstr "預設摘要" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:86 msgid "" "To include notes whenever this activity type is created, enter them into the" " :guilabel:`Default Summary` field." msgstr "要在建立此活動類型時包括備註，請在 :guilabel:`預設摘要` 欄位中輸入備註。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:90 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" "建立活動時，會包括 :guilabel:`預設使用者` 及 :guilabel:`預設摘要` 欄位中的資料。不過，可在規劃或儲存活動之前修改。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:95 msgid "Next activity" msgstr "下一活動" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:97 msgid "" "To automatically suggest, or trigger, a new activity after an activity has " "been marked complete, the :guilabel:`Chaining Type` must be set." msgstr "要在活動標記為完成後自動建議或觸發新活動，必須設定 :guilabel:`連鎖類型`。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:101 msgid "Suggest next activity" msgstr "建議下一活動" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:103 msgid "" "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " "Activity`. Upon doing so, the field underneath changes to: " ":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " "select any activities to recommend as follow-up tasks to this activity type." msgstr "" "在 :guilabel:`連結類型` 欄位，選擇 :guilabel:`建議下一活動`。執行此操作後，下方的欄位將會變成 " ":guilabel:`建議`。按一下 :guilabel:`建議`欄位下拉式選單，選擇想建議作為此活動類型後續任務的任何活動。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The Next Activity section on a new activity type form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:111 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:139 msgid "" "In the :guilabel:`Schedule` field, choose a default deadline for these " "activities. To do so, configure a desired number of :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " ":guilabel:`after completion date` or :guilabel:`after previous activity " "deadline`." msgstr "" "在 :guilabel:`排期` 欄位，為這些活動選擇預設期限。配置所需的 :guilabel:`天` 數、 :guilabel:`週` 數，或幾多個 " ":guilabel:`月`。然後，決定它應該發生在 :guilabel:`完成日期之後`，還是在 :guilabel:`上一活動期限之後`。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:116 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:144 msgid "" "This :guilabel:`Schedule` field information can be altered before the " "activity is scheduled." msgstr "安排活動前，可更改此 :guilabel:`排期` 欄位的資訊。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:118 #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:146 msgid "When all configurations are complete, click :guilabel:`Save`." msgstr "完成所有配置後，按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:121 msgid "" "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " "Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " "users are presented with recommendations for activities as next steps." msgstr "" "如果活動的 :guilabel:`連鎖類型` 設為 :guilabel:`建議下一活動`，並有在 :guilabel:`建議` " "欄位中列出活動，便會向使用者顯示後續步驟的活動建議。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "" "A schedule activity pop-up with emphasis on the recommended activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:130 msgid "Trigger next activity" msgstr "觸發下一活動" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:132 msgid "" "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " "immediately launches the next activity once the previous one is completed." msgstr "將 :guilabel:`連鎖類型` 設為 :guilabel:`觸發下一活動`，在活動完成時，會立即啟動下一個活動。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:135 msgid "" "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " "Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " ":guilabel:`Trigger` field drop-down menu, select the activity that should be" " launched once this activity is completed." msgstr "" "如果在 :guilabel:`連鎖類型` 欄位中選擇 :guilabel:`觸發下一活動`，下方的欄位會變成 :guilabel:`觸發器`。從 " ":guilabel:`觸發器` 欄位下拉式選單中，選擇該活動完成後要啟動的活動。" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:149 msgid "" "When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" " Next Activity`, marking the activity as *Done* immediately launches the " "next activity listed in the :guilabel:`Trigger` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:154 msgid "Activity tracking" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:156 msgid "" "To keep the pipeline up to date with the most accurate view of the status of" " activities, as soon as a lead is interacted with, the associated activity " "should be marked as *Done*. This ensures the next activity can be scheduled " "as needed. It also prevents the pipeline from becoming cluttered with past " "due activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:161 msgid "" "The pipeline is most effective when it is kept up-to-date and accurate to " "the interactions it is tracking." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:167 msgid "Activity plans" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:169 msgid "" "*Activity plans* are preconfigured sequences of activities. When an activity" " plan is launched, every activity in the sequence is scheduled " "automatically." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:172 msgid "" "To create a new plan, navigate to :menuselection:`CRM app --> Configuration " "--> Activity Plan`. Click :guilabel:`New` at the top-left of the page to " "open a blank :guilabel:`Lead Plans` form." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:175 msgid "" "Enter a name for the new plan in the :guilabel:`Plan Name` field. On the " ":guilabel:`Activities to Create` tab, click :guilabel:`Add a line` to add a " "new activity." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:178 msgid "" "Select an :guilabel:`Activity Type` from the drop-down menu. Click " ":guilabel:`Search More` to see a complete list of available activity types, " "or to create a :ref:`new one `." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:182 msgid "" "Next, in the :guilabel:`Summary` field, enter any details to describe the " "specifics of the activity, including instructions for the salesperson or " "information due upon the completion of the activity. The contents of this " "field are included with the scheduled activity, and can be edited later." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:186 msgid "" "In the :guilabel:`Assignment` field, select one of the following options:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:188 msgid "" ":guilabel:`Ask at launch`: activities are assigned to a user when the plan " "is scheduled." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:189 msgid "" ":guilabel:`Default user`: activities are always assigned to a specific user." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:191 msgid "" "If :guilabel:`Default user` is selected in the :guilabel:`Assignment` field," " choose a user in the :guilabel:`Assigned to` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:195 msgid "" "Activity plans can feature activities that are assigned to default users and" " users assigned at the plan launch." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:0 msgid "A Lead Plan form with scheduled activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:202 msgid "" "Next, configure the timeline for the activity. Activities can be scheduled " "to occur either before the plan date or after. Use the :guilabel:`Interval` " "and :guilabel:`Units` fields to set the deadline for this activity. Lastly, " "in the :guilabel:`Trigger` field, select whether the activity should occur " "before or after the plan date." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:208 msgid "" "An activity plan is created to handle high priority leads. Specifically, " "these leads should be contacted quickly, with a meeting scheduled within two" " days of the initial contact. The plan is configured with the following " "activities:" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:212 msgid "Email two days **before** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:213 msgid "Meeting zero days **before** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:214 msgid "Make quote three days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:215 msgid "Upload document three days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:216 msgid "Follow-up five days **after** plan date" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:218 msgid "" "This sets the *plan date* as the meeting deadline, which is the objective of" " the plan. Before that date, there is lead time to contact the customer and " "prepare for the meeting. After that date, the salesperson has time to create" " a quote, upload the document, and follow-up." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:222 msgid "Repeat these steps for each activity included in the plan." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:225 msgid "Launch an activity plan" msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:227 msgid "" "To launch an activity plan on a *CRM* opportunity, navigate to " ":menuselection:`CRM app` and click on the Kanban card of an opportunity to " "open it." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:230 msgid "" "At the top-right of the chatter, click :guilabel:`Activities` to open the " ":guilabel:`Schedule Activity` pop-up window." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:233 msgid "" "In the :guilabel:`Plan` field, select the desired activity plan to launch. " "This generates a :guilabel:`Plan summary`, listing out the activities " "included in the plan. Select a :guilabel:`Plan Date` using the calendar " "popover. This updates the :guilabel:`Plan summary` with deadlines based on " "the intervals configured on the :ref:`activity plan `." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:238 msgid "" "Select a user in the :guilabel:`Assigned To` field. This user is assigned to" " any of the activities on the plan were configured with :guilabel:`Ask at " "launch` in the :guilabel:`Assignment` field." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The schedule activity pop-up window with an Activity plan selected." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:245 msgid "Click :guilabel:`Schedule`." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:247 msgid "" "The details of the plan are added to the chatter, in addition to each of the" " activities." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst-1 msgid "The chatter thread of a CRM opportunity with a launched activity plan." msgstr "" #: ../../content/applications/sales/crm/optimize/utilize_activities.rst:254 msgid ":doc:`Activities `" msgstr "" #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:3 msgid "Expected revenue report" msgstr "預期收入報告" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:5 msgid "" "*Expected revenue* is the total cash value of leads that are expected to " "close by a certain date, usually the end of the current month." msgstr "*預期收入* 是截至某個日期（通常是本月底）的潛在客戶的現金價值總和。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:8 msgid "" "An *expected revenue report* compiles all active leads in a sales pipeline " "that have a set expected closing date, and compares how sales teams are " "performing in a given time frame." msgstr "*預期收入報告* 總括了銷售管道中，已設定預計成交日期的所有生效潛在客戶，可用作比較銷售團隊在特定時期內的表現。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1 msgid "Close up of the expected closing date on a lead in the CRM app." msgstr "客戶關係應用程式中，焦點放在潛在客戶的預計成交日期。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:15 msgid "" "By pulling a monthly expected revenue report, sales managers can see which " "team members are reaching their goals, and who may need additional " "assistance to close valuable deals." msgstr "透過每月編製一份預期收入報告，銷售經理可了解哪些團隊成員達標，以及哪些成員可能需要額外協助，去完成有高價值的交易。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:19 msgid "Create an expected revenue report" msgstr "建立預期收入報告" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:21 msgid "" "To create an expected revenue report, first navigate to :menuselection:`CRM " "app --> Reporting --> Pipeline`. This opens the :guilabel:`Pipeline " "Analysis` dashboard." msgstr "" "要建立預期收入報告，請先前往 :menuselection:`客戶關係應用程式 --> 報告 --> 管道`。系統會開啟 " ":guilabel:`管道分析` Dashboard。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:25 msgid "" "The *Pipeline Analysis* dashboard includes several filters in the search bar" " by default. Remove these before adding any additional custom filters." msgstr "預設情況下， *管道分析* Dashboard會在搜尋列內包括多個篩選器。你可在新增其他自訂篩選器之前，移除這些預設篩選器。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:28 msgid "" "On the top-left of the report, click :guilabel:`Measures`, then select " ":guilabel:`Expected Revenue` from the drop-down menu." msgstr "在報告的左上角，按一下 :guilabel:`量度`，然後從下拉式選單中選擇 :guilabel:`預期收入`。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:31 msgid "" "At the top of the page, click the :guilabel:`🔻(triangle pointed down)` icon " "to the right of the :guilabel:`Search...` bar to open the drop-down menu " "that contains :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click " ":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` " "pop-up window." msgstr "" "在頁面頂部的 :guilabel:`搜尋⋯` 列的右側，按一下 :guilabel:`🔻（向下三角形）` 圖示，以開啟包含 " ":guilabel:`篩選器`、:guilabel:`分組依據` 及 :guilabel:`最愛` 直欄的下拉式選單。在 :guilabel:`篩選器`" " 一欄，按一下 :guilabel:`新增自訂篩選器`，系統會開啟 :guilabel:`新增自訂篩選器` 彈出視窗。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:39 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:53 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:68 msgid "Add custom filters" msgstr "新增自訂篩選器" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:41 msgid "" "In order to generate an expected revenue report, filters need to be created " "for the following conditions:" msgstr "要產生預期收入報告，需要對以下條件建立篩選器：" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:44 msgid "" ":ref:`Expected closing date `: limits " "results to only include leads expected to close within a specific time " "frame." msgstr "" ":ref:`預計成交日期 `：將結果限制至只包括預計會在特定時間範圍內成交的潛在客戶。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:46 msgid "" ":ref:`Exclude unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" ":ref:`排除未分配潛在客戶 `：排除未獲指派銷售人員的潛在客戶。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:48 msgid "" ":ref:`Specific sales teams `: limits " "results to only include leads assigned to one or more sales teams. This " "filter is optional and should not be included if the report is intended for " "the entire company." msgstr "" ":ref:`特定銷售團隊 `：只包括已獲分配予一個或多個銷售團隊的潛在客戶。此篩選器是可選項目，如果想要整間公司的報告，便不用包括此篩選器。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:55 msgid "Add filter for expected closing date" msgstr "加入預計成交日期篩選器" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:57 msgid "" "On the :guilabel:`Add Custom Filter` pop-up window, click into the first " "field of the new rule. Type `Expected Closing` into the " ":guilabel:`Search...` bar, or scroll to select it from the list. Click in " "the second field and select :guilabel:`is set`. This limits the results to " "only include leads where an estimated closing date is listed." msgstr "" "在 :guilabel:`新增自訂篩選器` 彈出視窗中，按一下新規則的第一個欄位。在 :guilabel:`搜尋⋯` 列，輸入 " "`預計成交`，或捲動清單找出此項。之後，按一下第二個欄位並選擇 " ":guilabel:`已設定`。這樣設定後，結果將會限制至只包括有列出預計成交日期的潛在客戶。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:62 msgid "" "Next, click the :guilabel:`➕ (plus)` icon to the right of the rule to " "duplicate it." msgstr "然後，按一下規則右邊的 :guilabel:`➕ （加號）` 圖示以複製它。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:65 msgid "" "Using the :guilabel:`➕ (plus)` icon makes it easy to add multiple rules " "based on the same filter." msgstr "使用 :guilabel:`➕ （加號）` 圖示，可輕鬆新增多項基於相同篩選器的規則。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:68 msgid "" "In the second field of the new rule, select :guilabel:`is between` from the " "drop-down menu. This creates a set time frame during which the expected " "closing date must occur for leads to be included in the results." msgstr "" "在新規則的第二個欄位，從下拉式選單中選擇 " ":guilabel:`介乎`。這樣會建立一個特定時間範圍，潛在客戶的預計成交日期須在此時期內，才會納入搜尋結果。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:72 msgid "" "Click in each date field, one at a time, and use the calendar popover window" " to add both a start and end date to the rule. This is usually the beginning" " and ending of the current month, or fiscal quarter." msgstr "在每個日期欄位都按一下（每次按下一個），並使用彈出的日曆視窗，為規則加入開始及結束日期。通常會設為本月或本財政季度的開始及結束日期。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:79 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:117 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:107 msgid "Exclude unassigned leads" msgstr "排除未分配的潛在客戶" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:81 msgid "" "After filtering for the expected closing date, add a :guilabel:`New Rule`. " "Then, click into the new rule's first field, and type `Salesperson` in the " ":guilabel:`Search...` bar, or scroll through the list to select it. Click in" " the rule's second field and select :guilabel:`is set` from the drop-down " "menu. This excludes any results without an assigned salesperson." msgstr "" "設定預計成交日期篩選器之後，加入一項 :guilabel:`新規則`。然後，按一下新規則的第一個欄位，並在 :guilabel:`搜尋⋯` 列輸入 " "`銷售人員`，或捲動清單找出此項。接着，按下規則的第二個欄位，從下拉式選單中選擇 " ":guilabel:`已設定`。這樣設定後，搜尋結果便不會包括未獲指派銷售人員的記錄。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:89 msgid "Add a filter for sales teams" msgstr "加入銷售團隊篩選器" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:92 msgid "" "This filter is optional. To view results for the entire company, do **not** " "add this filter, and continue to :ref:`View results " "`." msgstr "" "此篩選器是可選項目。要查看整間公司的結果，請 **不要** 使用此篩選器，然後繼續前往 :ref:`查看結果 " "`。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:95 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:103 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:125 msgid "" "To limit the results of the report to one or more sales teams, click " ":guilabel:`New Rule`. Next, click the first field for the new rule, and type" " `Sales Team` in the :guilabel:`Search...` bar, or scroll to search through " "the list to locate it." msgstr "" "若要將報告結果限制至一個或多個銷售團隊，請按一下 :guilabel:`新增規則`。之後，按一下新規則的第一個欄位，然後在 " ":guilabel:`搜尋⋯` 列中，輸入 `銷售團隊`，或捲動列表找尋。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:99 msgid "" "In the rule's second field, select :guilabel:`is in` from the drop-down " "menu. Selecting this operator limits results to the sales teams indicated in" " the next field." msgstr "在規則的第二個欄位，從下拉式選單選擇 :guilabel:`存在於`。選擇此運算符會將結果限制至只限特定銷售團隊（在下一個欄位中指定）。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:102 msgid "" "Lastly, click into the third field, and either: make a selection from the " "complete list revealed in the popover menu, or type the first few characters" " of the specific sales team's title to quickly find and select it as a " "parameter." msgstr "" "最後，按一下第三個欄位，然後執行以下其中一項：從彈出式選單顯示的完整清單進行選擇；或輸入特定銷售團隊名稱開首的幾個字元，以快速尋找並將其選擇為參數。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:107 msgid "" "Multiple teams can be added to the `Sales Team` rule, where each parameter " "is treated with an \"or\" (e.g. \"any\") operator in the search logic." msgstr "`銷售團隊` 規則可加入多個團隊，搜尋邏輯會對所有參數使用「或」運算子（例如，選用「任何」記錄）以進行搜尋。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1 msgid "" "Add Custom Filters pop-up window with custom filters configured for expected revenue\n" "report." msgstr "" "新增自訂篩選器彈出視窗，當中配置了預期收入報告的\n" "自訂篩選器。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:118 #: ../../content/applications/sales/crm/performance/forecast_report.rst:85 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:145 #: ../../content/applications/sales/members/members_analysis.rst:39 msgid "View results" msgstr "檢視結果" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:120 #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:193 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:147 msgid "" "At the top of the :guilabel:`Add Custom Filter` form, there is an option to " "match :guilabel:`any` or :guilabel:`all` of the rules. In order to properly " "run the report, only records that match **all** of the following filters " "should be included. Before adding the filters, make sure :guilabel:`all` is " "selected in this field." msgstr "" "在 :guilabel:`新增自訂篩選器` 表單頂部，可選擇符合 :guilabel:`任何` 或 :guilabel:`全部` " "規則。為了正確運行報告，只應包括符合 **所有** 篩選條件的記錄。新增篩選器之前，請確保在此欄位選擇 :guilabel:`全部`。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst-1 msgid "" "Emphasis on the match all filters option on the Add Custom Filter pop-up " "window." msgstr "「新增自訂篩選器」彈出視窗，焦點放在「符合所有篩選器」選項。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:129 msgid "" "At the bottom of the :guilabel:`Add Custom Filter` form, click " ":guilabel:`Add`." msgstr "在 :guilabel:`新增自訂篩選器` 表單的底部，按一下 :guilabel:`新增`。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:132 #: ../../content/applications/sales/crm/performance/win_loss.rst:279 msgid "View options" msgstr "檢視選項" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:134 msgid "" "The expected revenue report benefits from utilizing multiple views. The " "default graph view can be used to identify which salespeople are expected to" " bring in the most revenue, while the list view and pivot view provide more " "detail on specific deals." msgstr "" "預期收入報告可運用多種檢視模式查看。預設的圖表檢視畫面，可用作辨識哪些銷售人員會預計帶來最多收入，而列表檢視及樞紐分析檢視畫面，則可提供有關個別特定交易的更多詳情。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:140 #: ../../content/applications/sales/subscriptions/reports.rst:92 msgid "Graph view" msgstr "圖表檢視模式" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:142 msgid "" "The *graph view* is used to visualize data, and is beneficial in identifying" " patterns and trends." msgstr "*圖表檢視模式* 用作視覺化呈現數據，有助識別數據模式及趨勢。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:145 msgid "" "*Bar charts* are used to show the distribution of data across several " "categories or among several salespeople." msgstr "**棒形圖** 可用作顯示多個類別或多名銷售人員之間的數據分佈。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:148 msgid "" "*Line charts* are useful to show changing trends over a period of time." msgstr "**折線圖** 對於顯示數據在一段時間內的變化趨勢，會比較有用。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:150 msgid "" "*Pie charts* are useful to show the distribution, or comparison, of data " "among a small number of categories or salespeople, specifically how they " "form the meaningful part of a whole picture." msgstr "**圓形圖** 對於顯示幾個類別或幾名銷售人員之間的數據分佈或比較，會較為有用，特別是個別數據如何構成整體情況中的重要部份。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:154 msgid "" "The default view for the expected revenue report is the bar chart, stacked. " "To change to a different graph view, click one of the icons at the top-left " "of the report. While both the line chart and bar chart are available in " "stacked view, the pie chart is not." msgstr "" "預期收入報告的預設檢視模式是堆疊棒形圖。要切換至其他圖表檢視模式，請按一下報告左上角的其中一個圖表圖示。折線圖及棒形圖都可選用堆疊檢視選項，但圓形圖沒有此選項。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "" "Close up view of the graph icons on the Pipeline analysis report in the CRM " "app." msgstr "客戶關係應用程式的管道分析報告，焦點放在圖表圖示。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:162 msgid "Graph view icons in order: bar chart, line chart, pie chart, stacked." msgstr "圖表檢視模式圖示依序為：棒形圖、折線圖、圓形圖，以及堆疊檢視。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:164 #: ../../content/applications/sales/subscriptions/reports.rst:131 msgid "List view" msgstr "列表顯示" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:166 msgid "" "The *list view* provides a list of all leads that are expected to close by " "the designated date. Clicking on a lead in list view opens the record for " "detailed analysis, but many insights can be gleaned from the basic view." msgstr "" "*列表檢視模式* " "提供一個列表清單，顯示預計會在指定日期或之前成交的所有潛在客戶。按一下清單中的潛在客戶，便可開啟相關記錄以作詳細分析，但單靠基本檢視畫面也可得到很多見解。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:170 msgid "" "To switch to the list view, click the :guilabel:`≣ (list)` icon at the top-" "right of the report." msgstr "若要切換至列表檢視模式，請按一下報告右上角的 :guilabel:`≣ （清單）` 圖示。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the list view icon in the CRM app." msgstr "客戶關係應用程式中，列表檢視圖示的特寫。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:177 msgid "" "To add additional metrics to the report, click the *additional options menu*" " indicated by the :guilabel:`toggle` icon at the top-right of the list." msgstr "若要將其他指標新增至報表中，請按一下清單右上角 :guilabel:`切換` 圖示所顯示的 *額外選項選單* 。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the toggle icon in the CRM app." msgstr "客戶關係應用程式中，切換圖示的特寫。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:184 msgid "" "Clicking the toggle icon in *list view* opens the *additional options menu*." msgstr "按下 *列表檢視畫面* 內的切換圖示，可開啟 *其他選項選單* 。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:186 msgid "" "Select any additional metrics from the drop-down menu to add them to the " "list view. Some options that may be useful are :guilabel:`Expected Closing` " "and :guilabel:`Probability`." msgstr "" "從下拉式選單選擇任何其他指標，將其新增至列表檢視畫面。可能有用的選項包括：:guilabel:`預計成交` 及 :guilabel:`成功機率`。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:189 #: ../../content/applications/sales/subscriptions/reports.rst:143 msgid "Pivot view" msgstr "樞紐分析檢視模式" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:191 msgid "" "The *pivot view* arranges all leads that are expected to close by the " "designated date into a dynamic table." msgstr "*樞紐分析檢視畫面* 會將預計能在指定日期或之前成交的所有潛在客戶，以動態表格整理列出。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:194 msgid "" "To switch to the pivot view, click the :guilabel:`Pivot` icon at the top-" "right of the report." msgstr "若要切換至樞紐分析檢視畫面，請按一下報告右上角的 :guilabel:`樞紐分析` 圖示。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:0 msgid "Close up of the pivot view icon in the CRM app." msgstr "客戶關係應用程式中，樞紐分析檢視模式圖示的特寫。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:200 msgid "" "When the pivot view is selected for this report, the X-axis lists the stages" " in the pipeline, while the Y-axis defaults to group the results by their " "creation date. To switch these groupings, click the flip access icon " "(:guilabel:`⇄`) at the top of the report." msgstr "" "為此報告選擇樞紐分析檢視模式時，X 軸會列出管道中的階段，Y " "軸則預設會按建立日期將結果分組。要切換這些分組，請按一下報告頂部的翻轉存取圖示（:guilabel:`⇄`）。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:204 msgid "" "To add additional measures to the report, click the :guilabel:`Measures` " "button at the top-left of the report. Select any additional metrics from the" " drop-down menu." msgstr "若要新增其他量度指標至報告內，請按一下報告左上角的 :guilabel:`量度` 按鈕，然後從下拉式選單選擇任何其他指標。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:207 msgid "" "To add a group to a row or column to the pivot view, click the :guilabel:`➕ " "(plus sign)` next to :guilabel:`Total`, and then select one of the groups. " "To remove one, click the :guilabel:`➖ (minus sign)` and de-select the " "appropriate option." msgstr "" "若要將分組新增至樞紐分析檢視畫面的列或欄，請按一下 :guilabel:`總計` 旁邊的 :guilabel:`➕ " "（加號）`，然後選取其中一個分組。若要刪除分組，請按一下 :guilabel:`➖ （減號）` 並取消選擇要移除的選項。" #: ../../content/applications/sales/crm/performance/expected_revenue_report.rst:211 msgid "" "Click :guilabel:`Insert in Spreadsheet` to add the pivot view into an " "editable spreadsheet format within the *Dashboards* app. If the Odoo " "*Documents* app is installed, the report can be inserted into a blank or " "existing spreadsheet, and exported." msgstr "" "按一下 :guilabel:`插入至試算表`，以將樞紐分析檢視畫面新增至 *Dashboard* 應用程式內，成為可編輯的試算表格式。若有安裝 Odoo" " *文件管理* 應用程式，報告可插入至空白或現有的試算表，然後匯出。" #: ../../content/applications/sales/crm/performance/forecast_report.rst:3 msgid "Forecast report" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:9 msgid "" "The *Forecast* report in the *CRM* app allows users to view upcoming " "opportunities and build a forecast of potential sales. Opportunities are " "grouped by the month of their expected closing date, and can be dragged-and-" "dropped to adjust the deadline." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:13 msgid "" "To access the *Forecast* report, navigate to :menuselection:`CRM app --> " "Reporting --> Forecast`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:16 msgid "Navigate the forecast report" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:18 msgid "" "The default :guilabel:`Forecast` report includes opportunities assigned to " "the current user's pipeline, and are expected to close within four months. " "It also shows opportunities without an assigned expected closing date. The " "opportunities are grouped by month in a :icon:`oi-view-kanban` " ":guilabel:`(Kanban)` view." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst-1 msgid "A sample version of the Forecast report in the CRM app." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:28 msgid "Expected closing date" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:30 msgid "" "Opportunities are grouped by the date assigned in the *Expected Closing* " "field on an opportunity form. To change this date directly from the " ":guilabel:`Forecast` page, select the Kanban card for the desired " "opportunity, then click and drag the card to the desired column." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:35 msgid "" "The default time frame for the forecast is *month*. This can be changed by " "clicking the |caret| next to the :guilabel:`Search...` bar at the top of the" " report. Under the :guilabel:`Group By` heading in the resulting drop-down " "menu, click :guilabel:`Expected Closing` to expand the list of available " "options, and select a desired amount of time from the list." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:40 msgid "" "After an opportunity is added to a new month, the *Expected Closing* field " "on the opportunity form is updated to the *last* date of the new month." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:44 msgid "" "The *Expected Closing* field can also be manually updated on the opportunity" " card. To do that, click on the Kanban card for an opportunity on the " ":guilabel:`Forecast` page to open the opportunity's detail form. Click in " "the :guilabel:`Expected Closing` field, and use the calendar popover to " "select a new closing date." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:50 msgid "Prorated revenue" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:52 msgid "" "At the top of the column for each month on the :guilabel:`Forecast` " "reporting page, to the right of the progress bar, is a sum of the prorated " "revenue for that time frame." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:55 msgid "The prorated revenue is calculated using the formula below:" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:57 msgid "" "\\text{Expected Revenue} \\times \\text{Probability} = \\text{Prorated " "Revenue}" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:61 msgid "" "As opportunities are moved from one column to another, the column's revenue " "is automatically updated to reflect the change." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:65 msgid "A forecast report for June includes two opportunities:" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:67 msgid "" "The first opportunity, `Global Solutions`, has an expected revenue of " "`$3,800`, and a probability of `90%`. This results in a prorated revenue of " "`$3,420`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:70 msgid "" "The second opportunity, `Quote for 600 Chairs`, has an expected revenue of " "`$22,500`, and a probability of `20%`. This results in a prorated revenue of" " `$4,500`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:73 msgid "" "The combined prorated revenue of the opportunities is `$7,920`, which is " "listed at the top of the column for the month." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:0 msgid "" "An example of the prorated revenue for one month of the forecast report." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:81 msgid "" "For more information on how probability is assigned to opportunities, see " ":doc:`../track_leads/lead_scoring`" msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:87 msgid "" "Click the :icon:`fa-area-chart` :guilabel:`(area chart)` icon to change to " "graph view. Then, click the corresponding icon at the top of the report to " "switch to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-" "chart` :guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie " "chart)`." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst-1 msgid "A pie chart view of the Forecast report." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:96 msgid "" "Click the |pivot| to change to the pivot view, or the |list| to change to " "the list view." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:99 #: ../../content/applications/sales/members/members_analysis.rst:49 msgid "" "The :ref:`pivot view ` can be used to view and " "analyze data in a more in-depth manner. Multiple measures can be selected, " "and data can be viewed by month, and by opportunity stage." msgstr "" ":ref:`樞紐分析檢視模式 ` " "可用於更深入地查看和分析數據。你可選擇多項量度，並可按月份及銷售機會階段，查看劃分的數據。" #: ../../content/applications/sales/crm/performance/forecast_report.rst:0 msgid "A sample of the forecast report in the pivot view." msgstr "" #: ../../content/applications/sales/crm/performance/forecast_report.rst:108 msgid "To save this report as a *favorite*, see :ref:`search/favorites`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "商機漏斗管理分析" #: ../../content/applications/sales/crm/performance/win_loss.rst:5 msgid "" "The *CRM* app manages the sales pipeline as leads/opportunities move from " "stage to stage, origination to sale (**Won**) or archival (**Lost**)." msgstr "" "*客戶關係* 應用程式負責管理銷售管道，照顧潛在客戶/銷售機會由一個階段移至另一階段、由起始至成交（稱為「贏得」）或封存（稱為「損失」）的歷程。" #: ../../content/applications/sales/crm/performance/win_loss.rst:8 msgid "" "After organizing the pipeline, use the search options and reports available " "on the *Pipeline Analysis* page to gain insight into the effectiveness of " "the pipeline and its users." msgstr "整理好管道後，你可使用 *管道分析* 頁面的搜尋選項及報告，深入了解銷售管道及其使用者的工作效率。" #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "" "To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> " "Reporting --> Pipeline`." msgstr "要存取 *管道分析* 頁面，請前往 :menuselection:`客戶關係應用程式 --> 報告 --> 管道`。" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "Open the CRM app and click on the Reporting tab along the top, then click " "Pipeline." msgstr "開啟客戶關係應用程式，在頂部按一下「報告」分頁，然後按「管道」。" #: ../../content/applications/sales/crm/performance/win_loss.rst:20 msgid "Navigate the pipeline analysis page" msgstr "瀏覽管道分析頁面" #: ../../content/applications/sales/crm/performance/win_loss.rst:22 msgid "" "Upon accessing the :guilabel:`Pipeline Analysis` page, a bar graph " "showcasing the leads from the past year automatically populates. The bars " "represent the number of leads in each stage of the sales pipeline, color-" "coded to show the month the lead reached that stage." msgstr "" "進入 :guilabel:`管道分析` " "頁面後，會自動顯示過去一年潛在客戶的棒形圖。棒形數據代表銷售管道內每個階段分別的潛在客戶數量，並使用顏色分類，以顯示潛在客戶到達該階段的月份。" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The default state of the Pipeline Analysis page is a graph, with many " "options to change it." msgstr "「管道分析」頁面的預設狀態是一個圖表，有許多選項可以更改顯示項目。" #: ../../content/applications/sales/crm/performance/win_loss.rst:30 msgid "" "The interactive elements of the :guilabel:`Pipeline Analysis` page " "manipulate the graph to report different metrics in several views. From " "left-to-right, top-to-bottom, the elements include:" msgstr ":guilabel:`管道分析` 頁面的互動元素，可以修改圖表，讓你利用不同檢視模式匯報不同的指標。由左至右、上至下，這些元素包括：" #: ../../content/applications/sales/crm/performance/win_loss.rst:33 msgid "" ":guilabel:`Actions`: represented by the :guilabel:`⚙️ (gear)` icon, located " "next to the :guilabel:`Pipeline Analysis` page title. When clicked, a drop-" "down menu appears with three options, each with their own sub-menu: " ":guilabel:`Knowledge`, :guilabel:`Dashboard`, :guilabel:`Spreadsheet`. (See " ":ref:`Save and share reports ` for more information)" msgstr "" ":guilabel:`動作`：以 :guilabel:`⚙️ （齒輪）` 圖示表示，位於 :guilabel:`管道分析` " "頁面標題旁邊。按下時，會顯示一個下拉式選單，當中包含三個選項：:guilabel:`知識庫`、:guilabel:`Dashboard`、:guilabel:`試算表`。每個選項都有自己的子選單。（想知更多有關資訊，請參閱" " :ref:`儲存及共享報告 `。）" #: ../../content/applications/sales/crm/performance/win_loss.rst:39 msgid "" "The :guilabel:`Knowledge` option is for linking to or inserting the graph in" " a *Knowledge* app article." msgstr ":guilabel:`知識庫` 選項可將圖表連結至或插入 *知識庫* 應用程式的文章。" #: ../../content/applications/sales/crm/performance/win_loss.rst:41 msgid "" "The :guilabel:`Dashboard` option is for adding the graph to a dashboard in " "the *Dashboards* app." msgstr ":guilabel:`Dashboard` 選項可將圖表新增至 *Dashboard* 應用程式中的Dashboard面板。" #: ../../content/applications/sales/crm/performance/win_loss.rst:42 msgid "" "The :guilabel:`Spreadsheet` option is for linking the graph in a spreadsheet" " in the *Documents* app." msgstr ":guilabel:`試算表` 選項可將圖表連結至 *文件管理* 應用程式中的試算表內。" #: ../../content/applications/sales/crm/performance/win_loss.rst:44 msgid "" ":guilabel:`Search...` bar: shows the filters and groupings currently being " "applied to the graph. To add new filters/groups, type them into the search " "bar, or click the :guilabel:`⬇️ (down arrow)` icon, at the end of the bar, " "to open a drop-down menu of options. (See :ref:`Search Options " "` for more information)" msgstr "" ":guilabel:`搜尋⋯` 列：顯示目前套用至圖表的篩選器及分組功能。若要套用新的篩選器/分組，請將它們輸入至搜尋列，或按一下搜尋列末端的 " ":guilabel:`⬇️ （向下箭頭）` 圖示，以開啟一系列選項的下拉式選單。（請參閱 :ref:`搜尋選項 ` " "查看更多資訊。）" #: ../../content/applications/sales/crm/performance/win_loss.rst:49 msgid "" "In the upper-right corner, there are view options represented by different " "icons. (See :ref:`View Options ` for more information)" msgstr "右上角有不同圖示，代表不同檢視模式。（請參閱 :ref:`檢視選項 ` 查看更多資訊。）" #: ../../content/applications/sales/crm/performance/win_loss.rst:52 msgid "" ":guilabel:`Graph` view: displays the data in a bar graph. This is the " "default view." msgstr ":guilabel:`圖表` 檢視模式：以棒形圖顯示數據。這是預設檢視畫面。" #: ../../content/applications/sales/crm/performance/win_loss.rst:53 msgid "" ":guilabel:`Pivot` view: displays the data in a customizable, categorized " "metrics table." msgstr ":guilabel:`樞紐分析` 檢視模式：使用可自訂的分類指標數據表顯示資料。" #: ../../content/applications/sales/crm/performance/win_loss.rst:54 msgid "" ":guilabel:`Cohort` view: displays and organizes the data, based on their " ":guilabel:`Created on` and :guilabel:`Closed Date` week (default), day, " "month, or year." msgstr "" ":guilabel:`群組` 檢視模式：根據 :guilabel:`建立日期` 及 :guilabel:`成交日期` " "的星期（預設選項）、日子、月份或年份，顯示及組織資料。" #: ../../content/applications/sales/crm/performance/win_loss.rst:56 msgid ":guilabel:`List` view: displays the data in a list." msgstr ":guilabel:`列表` 檢視模式：以列表清單形式顯示資料。" #: ../../content/applications/sales/crm/performance/win_loss.rst:58 msgid "" "Located on the far-left side of the page, beneath the :guilabel:`Pipeline " "Analysis` page title, there are more configurable filter and view options." msgstr "頁面最左側的 :guilabel:`管道分析` 頁面標題下方，有更多可配置的篩選器及檢視選項。" #: ../../content/applications/sales/crm/performance/win_loss.rst:61 msgid "" ":guilabel:`Measures`: opens a drop-down menu of different measurement " "options that can be seen in the graph, pivot, or cohort view. The " ":guilabel:`Measure` drop-down menu is not available in the list view. (See " ":ref:`Measurement Options ` for more information)" msgstr "" ":guilabel:`量度`：會開啟一個包含不同量度選項的下拉式選單，可套用至圖表、樞紐分析表或群組檢視畫面。列表檢視模式下，沒有這個下拉式選單可用。（請參閱" " :ref:`量度選項 ` 查看更多資訊。）" #: ../../content/applications/sales/crm/performance/win_loss.rst:64 msgid "" ":guilabel:`Insert in Spreadsheet`: opens a pop-up window with options for " "adding a graph or pivot table to a spreadsheet in the *Documents* app or a " "dashboard in the *Dashboards* app. This option is not available in the " "cohort or list view." msgstr "" ":guilabel:`插入至試算表`：會開啟一個彈出視窗提供選項，用作將圖表或樞紐分析表加入至 *文件管理* 應用程式內的試算表，或 " "*Dashboard* 應用程式內的Dashboard面板。群組或列表檢視模式沒有此選項可用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:68 msgid "With the graph view selected, the following options are available:" msgstr "選用圖表檢視模式時，有以下選項可用：" #: ../../content/applications/sales/crm/performance/win_loss.rst:70 msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart." msgstr ":guilabel:`棒形圖`：將圖表切換為棒形圖。" #: ../../content/applications/sales/crm/performance/win_loss.rst:71 msgid ":guilabel:`Line Chart`: switches the graph to a line chart." msgstr ":guilabel:`折線圖`：將圖表切換為折線圖。" #: ../../content/applications/sales/crm/performance/win_loss.rst:72 msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart." msgstr ":guilabel:`圓形圖`：將圖表切換為圓形圖。" #: ../../content/applications/sales/crm/performance/win_loss.rst:73 msgid "" ":guilabel:`Stacked`: when selected, the results of each stage of the graph " "are stacked on top of each other. When not selected, the results in each " "stage are shown as individual bars." msgstr ":guilabel:`堆疊`：選用此選項後，圖表每個階段的結果會堆疊顯示。若未有選用，每個階段的結果會顯示為獨立的長條形。" #: ../../content/applications/sales/crm/performance/win_loss.rst:75 msgid "" ":guilabel:`Descending`: re-orders the stages in the graph in descending " "order from left-to-right. Click the icon a second time to deselect it. " "Depending on the search criteria, this option may not be available." msgstr "" ":guilabel:`遞減排列`：依照遞減順序，由左至右重新排列圖表中的階段。再按一下該圖示可取消選擇。視乎適用的搜尋準則，此選項可能無法使用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:78 msgid "" ":guilabel:`Ascending`: re-orders the stages in the graph in ascending order " "from left-to-right. Click the icon a second time to deselect it. Depending " "on the search criteria, this option may not be available." msgstr "" ":guilabel:`遞增排列`：依照遞增順序，由左至右重新排列圖表中的階段。再按一下該圖示可取消選擇。視乎適用的搜尋準則，此選項可能無法使用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:82 msgid "With the pivot view selected, the following options are available:" msgstr "若選用樞紐分析檢視模式，有以下選項可用：" #: ../../content/applications/sales/crm/performance/win_loss.rst:84 #: ../../content/applications/sales/crm/performance/win_loss.rst:326 msgid ":guilabel:`Flip Axis`: flips the X and Y axis for the entire table." msgstr ":guilabel:`翻轉數軸`：翻轉整個表格的 X 軸及 Y 軸。" #: ../../content/applications/sales/crm/performance/win_loss.rst:85 #: ../../content/applications/sales/crm/performance/win_loss.rst:327 msgid "" ":guilabel:`Expand All`: when additional groupings are selected using the " ":guilabel:`➕ (plus sign)` icons, this button opens those groupings under " "every row." msgstr ":guilabel:`全部展開`：使用 :guilabel:`➕ （加號）` 圖示選取額外分組時，此按鈕會在每行下方展開這些分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:87 #: ../../content/applications/sales/crm/performance/win_loss.rst:329 msgid ":guilabel:`Download xlsx`: downloads the table as an Excel file." msgstr ":guilabel:`下載 xlsx`：將表格下載為 Excel 檔案。" #: ../../content/applications/sales/crm/performance/win_loss.rst:92 msgid "Search options" msgstr "搜尋選項" #: ../../content/applications/sales/crm/performance/win_loss.rst:94 msgid "" "The :guilabel:`Pipeline Analysis` page can be customized with various " "filters and grouping options." msgstr ":guilabel:`管道分析` 頁面可透過各種篩選器及分組選項，進行自訂。" #: ../../content/applications/sales/crm/performance/win_loss.rst:96 msgid "" "To add new search criteria, type the desired criteria into the search bar, " "or click the :guilabel:`⬇️ (down arrow)` icon, next to the search bar, to " "open a drop-down menu of all options. See the sections below for more " "information on what each option does." msgstr "" "要加入新的搜尋條件，請在搜尋列輸入所需的條件，或按一下搜尋列旁邊的 :guilabel:`⬇️ （向下箭頭）` " "圖示，以開啟包含所有選項的下拉式選單。關於各選項功能的更多資料，請參閱以下章節。" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "Clicking on the down arrow next to the search bar opens a menu of filters " "for the analysis." msgstr "按下搜尋列旁邊的向下箭頭，會開啟用於分析的篩選器選單。" #: ../../content/applications/sales/crm/performance/win_loss.rst:106 msgid "Filters" msgstr "篩選" #: ../../content/applications/sales/crm/performance/win_loss.rst:108 msgid "" "The :guilabel:`Filters` section allows users to add pre-made and custom " "filters to the search criteria. Multiple filters can be added to a single " "search." msgstr ":guilabel:`篩選器` 部份讓使用者對搜尋條件加入預製或自訂的篩選器。可將多個篩選器套用至同一搜尋。" #: ../../content/applications/sales/crm/performance/win_loss.rst:111 msgid ":guilabel:`My Pipeline`: show leads assigned to the current user." msgstr ":guilabel:`我的管道`：顯示已分配至目前使用者的潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:112 msgid "" ":guilabel:`Opportunities`: show leads that have been qualified as " "opportunities." msgstr ":guilabel:`銷售機會`：顯示已被評為銷售機會的潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:113 msgid "" ":guilabel:`Leads`: show leads that have yet to be qualified as " "opportunities." msgstr ":guilabel:`潛在客戶`：顯示尚未被評為銷售機會的潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:114 msgid ":guilabel:`Active`: show active leads." msgstr ":guilabel:`生效`：顯示生效的潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:115 msgid ":guilabel:`Inactive`: show inactive leads." msgstr ":guilabel:`停用`：顯示非生效/已停用的潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:116 msgid ":guilabel:`Won`: show leads that have been marked **Won**." msgstr ":guilabel:`已贏得`：顯示標記為 **已贏得** 的潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:117 msgid ":guilabel:`Lost`: show leads that have been marked **Lost**." msgstr ":guilabel:`已損失`：顯示標記為 **已損失** 的潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:118 msgid "" ":guilabel:`Created On`: show leads that were created during a specific " "period of time. By default, this is the past year, but it can be adjusted as" " needed, or removed entirely." msgstr ":guilabel:`建立日期`：顯示在指定時間段內建立的潛在客戶。預設為過去一年，但此時段長度可按需要調整，甚至完全移除。" #: ../../content/applications/sales/crm/performance/win_loss.rst:120 msgid "" ":guilabel:`Expected Closing`: show leads that are expected to close (marked " "**Won**) during a specific period of time." msgstr ":guilabel:`預計成交日期`：顯示預計將會在指定時間段內成交（即標記為 **已贏得** ）的潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:122 msgid "" ":guilabel:`Date Closed`: show leads that were closed (marked **Won**) during" " a specific period of time." msgstr ":guilabel:`成交日期`：顯示在指定時間段內成交（即標記為 **已贏得** ）的潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:124 msgid "" ":guilabel:`Archived`: show leads that have been archived (marked **Lost**)." msgstr ":guilabel:`已封存`：顯示已封存的潛在客戶（即標記為 **已損失** ）。" #: ../../content/applications/sales/crm/performance/win_loss.rst:125 msgid "" ":guilabel:`Add Custom Filter`: allows the user to create a custom filter " "with numerous options. (See :ref:`Add Custom Filters and Groups " "` for more information)" msgstr "" ":guilabel:`新增自訂篩選器`：允許使用者建立有多種選項的自訂篩選器。（請參閱 :ref:`新增自訂篩選器及分組 " "` 查看更多資訊。）" #: ../../content/applications/sales/crm/performance/win_loss.rst:129 msgid "Group By" msgstr "分組依據" #: ../../content/applications/sales/crm/performance/win_loss.rst:131 msgid "" "The :guilabel:`Group By` section allows users to add pre-made and custom " "groupings to the search results. Multiple groupings can be added to split " "results into more manageable chunks." msgstr ":guilabel:`分組依據` 部份讓使用者對搜尋結果加入預製或自訂的分組。你可套用多重分組，將結果分拆為較容易處理的組別。" #: ../../content/applications/sales/crm/performance/win_loss.rst:135 msgid "" "The order that groupings are added affects how the final results are " "displayed. Try selecting the same combinations in a different order to see " "what works best for each use case." msgstr "套用分組的先後次序，將會影響最終結果的顯示方式。使用時，請試試以不同的順序選用相同的分組選項，看看哪種順序最適合每個使用情況。" #: ../../content/applications/sales/crm/performance/win_loss.rst:139 msgid "" ":guilabel:`Salesperson`: groups the results by the Salesperson to whom a " "lead is assigned." msgstr ":guilabel:`銷售人員`：按已獲分配潛在客戶的銷售人員，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:140 msgid "" ":guilabel:`Sales Team`: groups the results by the Sales Team to whom a lead " "is assigned." msgstr ":guilabel:`銷售團隊`：按已獲分配潛在客戶的銷售團隊，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:141 msgid "" ":guilabel:`City`: groups the results by the city from which a lead " "originated." msgstr ":guilabel:`城市`：按潛在客戶來自的城市，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:142 msgid "" ":guilabel:`Country`: groups the results by the country from which a lead " "originated." msgstr ":guilabel:`國家/地區`：按潛在客戶來自的國家/地區，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:143 msgid "" ":guilabel:`Company`: groups the results by the company to which a lead " "belongs (if multiple companies are activated in the database)." msgstr ":guilabel:`公司`：按潛在客戶所屬的公司，將結果分組（資料庫啟動了多間公司時可用）。" #: ../../content/applications/sales/crm/performance/win_loss.rst:145 msgid "" ":guilabel:`Stage`: groups the results by the stages of the sales pipeline." msgstr ":guilabel:`階段`：按銷售管道的階段，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:146 msgid "" ":guilabel:`Campaign`: groups the results by the marketing campaign from " "which a lead originated." msgstr ":guilabel:`推廣活動`：按潛在客戶來自的行銷活動，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:148 msgid "" ":guilabel:`Medium`: groups the results by the medium (Email, Google Adwords," " Website, etc.) from which a lead originated." msgstr ":guilabel:`媒介`：按潛在客戶來自的媒介（例如：電郵、Google Adwords、網站等），將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:150 msgid "" ":guilabel:`Source`: groups the results by the source (Search engine, Lead " "Recall, Newsletter, etc.) from which a lead originated." msgstr ":guilabel:`來源`：按潛在客戶的來源（搜尋引擎、潛在客戶召回、公司通訊等），將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:152 msgid "" ":guilabel:`Creation Date`: groups the results by the date a lead was added " "to the database." msgstr ":guilabel:`建立日期`：按潛在客戶新增至資料庫的日期，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:153 msgid "" ":guilabel:`Conversion Date`: groups the results by the date a lead was " "converted to an opportunity." msgstr ":guilabel:`轉換日期`：按潛在客戶轉換為銷售機會的日期，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:155 msgid "" ":guilabel:`Expected Closing`: groups the results by the date a lead is " "expected to close (marked \"Won\")." msgstr ":guilabel:`預計成交日期`：按潛在客戶預計將會成交（即標記為「已贏得」）的日期，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:157 msgid "" ":guilabel:`Closed Date`: groups the results by the date a lead was " "closed(marked \"Won\")." msgstr ":guilabel:`成交日期`：按潛在客戶成交（即標記為「已贏得」）的日期，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:158 msgid "" ":guilabel:`Lost Reason`: groups the results by the reason selected when a " "lead was marked \"Lost.\"" msgstr ":guilabel:`損失原因`：根據潛在客戶標記為「已損失」時選擇的原因，將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:160 msgid "" ":guilabel:`Add Custom Group`: allows the user to create a custom group with " "numerous options. (See :ref:`Adding Custom Filters and Groups " "` for more information)" msgstr "" ":guilabel:`新增自訂分組`：允許使用者建立有多種選項的自訂分組。（請參閱 :ref:`新增自訂篩選器及分組 " "` 查看更多資訊。）" #: ../../content/applications/sales/crm/performance/win_loss.rst:164 msgid "Comparison" msgstr "比較" #: ../../content/applications/sales/crm/performance/win_loss.rst:166 msgid "" "The :guilabel:`Comparison` section allows users to add comparisons to the " "same search criteria over another period of time." msgstr ":guilabel:`比較` 部份讓使用者對同一項搜尋條件，加入另一段期間作比較。" #: ../../content/applications/sales/crm/performance/win_loss.rst:169 msgid "" "This option is only available if the search includes time-based filters, " "such as :guilabel:`Created On`, :guilabel:`Expected Closing`, or " ":guilabel:`Date Closed`. While multiple time-based filters can be added at " "once, only one comparison can be selected at a time." msgstr "" "此選項只在搜尋條件包括基於時間的篩選器時（例如：:guilabel:`建立日期`、:guilabel:`預計成交日期` 或 " ":guilabel:`成交日期`），才可選用。雖然可以一次過加入多項基於時間的篩選器，但每次只可選擇一項比較功能。" #: ../../content/applications/sales/crm/performance/win_loss.rst:174 msgid "" ":guilabel:`Previous Period`: adds a comparison to the same search criteria " "from the previous period." msgstr ":guilabel:`上一期間`：加入相同搜尋條件在上一個時期的比較。" #: ../../content/applications/sales/crm/performance/win_loss.rst:176 msgid "" ":guilabel:`Previous Year`: adds a comparison to the same search criteria " "from the previous year." msgstr ":guilabel:`前一年`：加入相同搜尋條件在上一年的比較。" #: ../../content/applications/sales/crm/performance/win_loss.rst:179 msgid "Favorites" msgstr "最愛" #: ../../content/applications/sales/crm/performance/win_loss.rst:181 msgid "" "The :guilabel:`Favorites` section allows users to save a search for later, " "so it does not need to be recreated every time." msgstr ":guilabel:`最愛` 部份讓使用者儲存搜尋以供日後再用，無需每次重新建立同一搜尋。" #: ../../content/applications/sales/crm/performance/win_loss.rst:184 msgid "" "Multiple searches can be saved, shared with others, or even set as the " "default for whenever the :guilabel:`Pipeline Analysis` page is opened." msgstr "你可儲存多個搜尋，與其他人共享，甚至可以將某項搜尋設為每次開啟 :guilabel:`管道分析` 頁面時的預設搜尋。" #: ../../content/applications/sales/crm/performance/win_loss.rst:187 msgid "" ":guilabel:`Save current search`: save the current search criteria for later." msgstr ":guilabel:`儲存目前搜尋`：儲存目前的搜尋條件，以供日後再用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:189 msgid "" ":guilabel:`Default filter`: when saving a search, check this box to make it " "the default search filter when the :guilabel:`Pipeline Analysis` page is " "opened." msgstr "" ":guilabel:`預設篩選器`：儲存搜尋時，勾選此方格可將其設為預設的搜尋篩選器，在每次開啟 :guilabel:`管道分析` 頁面時使用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:191 msgid "" ":guilabel:`Shared`: when saving a search, check this box to make it " "available to other users." msgstr ":guilabel:`共享`：儲存搜尋時，勾選此方格可分享至其他使用者共用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:197 msgid "Add custom filters and groups" msgstr "新增自訂篩選器及分組" #: ../../content/applications/sales/crm/performance/win_loss.rst:199 msgid "" "In addition to the pre-made options in the search bar, the " ":guilabel:`Pipeline Analysis` page can also utilize custom filters and " "groups." msgstr "除了搜尋列的預製選項外，:guilabel:`管道分析` 頁面亦可使用自訂篩選器及分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:202 msgid "" "Custom filters are complex rules that further customize the search results, " "while custom groups display the information in a more organized fashion." msgstr "自訂篩選器是進一步自訂搜尋結果的較複雜規則，而自訂分組則可用較有條理的方式顯示資訊。" #: ../../content/applications/sales/crm/performance/win_loss.rst:205 msgid "**To add a custom filter:**" msgstr "**如何新增自訂篩選器：**" #: ../../content/applications/sales/crm/performance/win_loss.rst:207 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` " "icon next to the :guilabel:`Search...` bar." msgstr "在 :guilabel:`管道分析` 頁面，按一下 :guilabel:`搜尋⋯` 列旁邊的 :guilabel:`向下箭頭` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:209 msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`." msgstr "在下拉式選單中，按一下 :guilabel:`新增自訂篩選器`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:210 msgid "" "The :guilabel:`Add Custom Filter` pop-up window appears with a default rule " "(:guilabel:`Country is in _____`) comprised of three unique fields. These " "fields can be edited to make a custom rule, and multiple rules can be added " "to a single custom filter." msgstr "" "系統會顯示 :guilabel:`新增自訂篩選器` 彈出視窗，當中已有一項由三個獨特欄位組成的預設規則（:guilabel:`國家/地區存在於 " "_____`）。你可編輯這些欄位，以設立自訂規則，而且同一自訂篩選器可加入多項規則。" #: ../../content/applications/sales/crm/performance/win_loss.rst:213 msgid "" "To edit a rule, start by clicking the first field (:guilabel:`Country`), and" " select an option from the drop-down menu. The first field determines the " "primary subject of the rule." msgstr "" "若要編輯規則，請先按一下第一個欄位（:guilabel:`國家/地區`），然後從下拉式選單中，選擇一個選項。第一個欄位決定該規則的主要搜尋範圍。" #: ../../content/applications/sales/crm/performance/win_loss.rst:215 msgid "" "Next, click the second field, and select an option from the drop-down menu. " "The second field determines the relationship of the first and third fields, " "and is usually an **is** or **is not** statement, but can also be **greater " "than or less than** statements, and more." msgstr "" "之後，按下第二個欄位，然後從下拉式選單選擇一個選項。第二個欄位決定第一與第三個欄位之間的關係，通常為 **是** 或 **不是** " "形式的語句，但亦可以是 **大於或小於** 等語句。" #: ../../content/applications/sales/crm/performance/win_loss.rst:218 msgid "" "Finally, click the third field, and select an option from the drop-down " "menu. The third field determines the secondary subject of the rule." msgstr "最後，按下第三個欄位，然後從下拉式選單選擇一個選項。第三個欄位決定該規則的次要主題。" #: ../../content/applications/sales/crm/performance/win_loss.rst:220 msgid "With all three fields selected, the rule is complete." msgstr "選擇好全部三個欄位後，便完成設定規則。" #: ../../content/applications/sales/crm/performance/win_loss.rst:222 msgid "" "**To add more rules:** click :guilabel:`New Rule` and repeat steps 4-7, as " "needed." msgstr "**若要加入更多規則：** 按一下 :guilabel:`新增規則`，然後按需要重複步驟 4 至 7。" #: ../../content/applications/sales/crm/performance/win_loss.rst:223 msgid "" "**To delete a rule:** click the :guilabel:`🗑️ (trash)` icon to the right of " "the rule." msgstr "**若要刪除規則：** 按一下規則右邊的 :guilabel:`🗑️ （垃圾桶）` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:224 msgid "" "**To duplicate an existing rule:** click the :guilabel:`➕ (plus sign)` icon " "to the right of the rule." msgstr "**若要複製現有規則：** 按一下規則右邊的 :guilabel:`➕ （加號）` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:226 msgid "" "**To create more complex rules:** click the :guilabel:`Add branch` icon to " "the right of the rule. This adds another modifier below the rule for adding " "an \"all of\" or \"any of\" statement." msgstr "" "**若要建立較複雜的規則：** 按一下規則右邊的 :guilabel:`新增分支` " "圖示。系統會在規則下方新增另一個修飾符，讓你加入其他「符合全部」或「符合任何」條件的語句。" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The add branch feature allows the creation of more complex all or any " "statements for rules." msgstr "新增分支功能允許為規則建立更複雜的符合所有或符合任何條件語句。" #: ../../content/applications/sales/crm/performance/win_loss.rst:233 msgid "" "Once all rules have been added, click :guilabel:`Add` to add the custom " "filter to the search criteria." msgstr "完成加入所有規則後，按一下 :guilabel:`新增`，將自訂篩選器新增至搜尋條件。" #: ../../content/applications/sales/crm/performance/win_loss.rst:236 msgid "" "**To remove a custom filter:** click the :guilabel:`✖️ (x)` icon beside the " "filter in the search bar." msgstr "**若要移除自訂篩選器：** 在搜尋列內，按一下篩選器旁邊的 :guilabel:`✖️ （交叉）` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:239 msgid "**To add a custom group:**" msgstr "**如何新增自訂分組：**" #: ../../content/applications/sales/crm/performance/win_loss.rst:241 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` " "icon next to the search bar." msgstr "在 :guilabel:`管道分析` 頁面，按一下搜尋列旁邊的 :guilabel:`向下箭頭` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:243 msgid "" "In the drop-down menu that appears, click :guilabel:`Add Custom Group`." msgstr "系統會顯示一個下拉式選單，請在選單內按一下 :guilabel:`新增自訂分組`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:244 msgid "" "Scroll through the options in the drop-down menu, and select one or more " "groups." msgstr "捲動下拉式選單查看當中選項，按需要選取一個或多個分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:246 msgid "" "**To remove a custom group:** click the :guilabel:`✖️ (x)` icon beside the " "custom group in the search bar." msgstr "**若要移除自訂分組：** 在搜尋列內，按一下自訂分組旁邊的 :guilabel:`✖️ （交叉）` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:252 msgid "Measurement options" msgstr "量度選項" #: ../../content/applications/sales/crm/performance/win_loss.rst:254 msgid "" "By default, the :guilabel:`Pipeline Analysis` page measures the total " ":guilabel:`Count` of leads that match the search criteria, but can be " "changed to measure other items of interest." msgstr "" ":guilabel:`管道分析` 頁面預設會量度符合搜尋條件的潛在客戶的 :guilabel:`數量` 總計，但也可更改為量度其他有用項目。" #: ../../content/applications/sales/crm/performance/win_loss.rst:257 msgid "" "To change the selected measurement, click the :guilabel:`Measures` button on" " the top-left of the page, and select one of the following options from the " "drop-down menu:" msgstr "要更改已選量度項目，請在頁面左上角按一下 :guilabel:`量度` 按鈕，從下拉式選單中選擇以下任何一項：" #: ../../content/applications/sales/crm/performance/win_loss.rst:260 msgid "" ":guilabel:`Days to Assign`: measures the number of days it took a lead to be" " assigned after creation." msgstr ":guilabel:`分配所需日數`：量度潛在客戶在建立後至獲得分配之間，所需的天數。" #: ../../content/applications/sales/crm/performance/win_loss.rst:262 msgid "" ":guilabel:`Days to Close`: measures the number of days it took a lead to be " "closed (marked **Won**)." msgstr ":guilabel:`成交所需日數`：量度潛在客戶成交（即標記為 **已贏得** ）所需的天數。" #: ../../content/applications/sales/crm/performance/win_loss.rst:264 msgid "" ":guilabel:`Days to Convert`: measures the number of days it took a lead to " "be converted to an opportunity." msgstr ":guilabel:`轉換所需日數`：量度潛在客戶轉換為銷售機會所需的天數。" #: ../../content/applications/sales/crm/performance/win_loss.rst:266 msgid "" ":guilabel:`Exceeded Closing Days`: measures the number of days by which a " "lead exceeded its Expected Closing date." msgstr ":guilabel:`逾期未成交日數`：量度潛在客戶超過其預計成交日期的天數。" #: ../../content/applications/sales/crm/performance/win_loss.rst:268 msgid "" ":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead." msgstr ":guilabel:`預計每月經常收入`：量度潛在客戶的預計每月經常收入（MRR）。" #: ../../content/applications/sales/crm/performance/win_loss.rst:269 msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead." msgstr ":guilabel:`預計總收入`：量度潛在客戶預計產生的總收入。" #: ../../content/applications/sales/crm/performance/win_loss.rst:270 msgid "" ":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of" " a lead." msgstr ":guilabel:`按比例每月經常收入`：量度潛在客戶按比例分配的每月經常收入（MRR）。" #: ../../content/applications/sales/crm/performance/win_loss.rst:271 msgid "" ":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring " "Revenues of a lead." msgstr ":guilabel:`按比例經常收入`：量度潛在客戶按比例分配的經常收入（RR）。" #: ../../content/applications/sales/crm/performance/win_loss.rst:272 msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead." msgstr ":guilabel:`按比例收入`：量度潛在客戶按比例分配的總收入。" #: ../../content/applications/sales/crm/performance/win_loss.rst:273 msgid "" ":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead." msgstr ":guilabel:`經常收入`：量度潛在客戶的經常收入（RR）。" #: ../../content/applications/sales/crm/performance/win_loss.rst:274 msgid "" ":guilabel:`Count`: measures the total amount of leads that match the search " "criteria." msgstr ":guilabel:`數目`：量度符合搜尋條件的潛在客戶總數。" #: ../../content/applications/sales/crm/performance/win_loss.rst:281 msgid "" "After configuring filters, groupings, and measurements, the " ":guilabel:`Pipeline Analysis` page can display the data in a variety of " "ways. By default, the page uses the graph view, but can be changed to a " "pivot view, cohort view, or list view." msgstr "" "完成配置篩選器、分組及量度後，:guilabel:`管道分析` " "頁面便能透過多種方式呈現數據。頁面預設使用圖表檢視模式，但可切換至資料樞紐分析圖、群組檢視，或列表檢視模式。" #: ../../content/applications/sales/crm/performance/win_loss.rst:285 msgid "" "To change the pipeline to a different view, click one of the four view " "icons, located in the top-right of the :guilabel:`Pipeline Analysis` page." msgstr "若要將管道變更為其他檢視畫面，請在 :guilabel:`管道分析` 頁面右上角的四個檢視模式圖示中，選一個按下。" #: ../../content/applications/sales/crm/performance/win_loss.rst:290 msgid "Graph View" msgstr "圖表檢視" #: ../../content/applications/sales/crm/performance/win_loss.rst:292 msgid "" "The graph view is the default selection for the :guilabel:`Pipeline " "Analysis` page. It displays the analysis as either a: bar chart, line chart," " or pie chart." msgstr "圖表檢視模式是 :guilabel:`管道分析` 頁面的預設模式。它會使用棒形圖、折線圖或圓形圖，顯示數據的分析。" #: ../../content/applications/sales/crm/performance/win_loss.rst:295 msgid "" "This view option is useful for quickly visualizing and comparing simple " "relationships, like the :guilabel:`Count` of leads in each stage, or the " "leads assigned to each :guilabel:`Salesperson`." msgstr "" "若要快速視覺化呈現數據，或對簡單關係進行比較，此檢視選項就很有用。例如，你可比較每個階段的潛在客戶 :guilabel:`數目`，或每位 " ":guilabel:`銷售人員` 獲分配多少潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:299 msgid "" "By default, the graph measures the :guilabel:`Count` of leads in each group," " but this can be changed by clicking the :guilabel:`Measures` button, and " ":ref:`selecting another option ` from the resulting drop-" "down menu." msgstr "" "圖表預設會量度每個分組的潛在客戶 :guilabel:`數目`，但此設定可以更改，方法是按一下 :guilabel:`量度` 按鈕，在顯示的下拉式選單中" " :ref:`選擇另一個選項 `。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "The Graph View displays the analysis as a Bar Chart, Line Chart, or Pie " "Chart." msgstr "圖表檢視模式可將分析數據顯示為棒形圖、折線圖或圓形圖。" #: ../../content/applications/sales/crm/performance/win_loss.rst:308 msgid "" "When using a bar chart in this view, consider deselecting the " ":guilabel:`Stacked` option, in order to make the breakdown of results more " "legible." msgstr "在此檢視模式使用棒形圖時，你可考慮取消選用 :guilabel:`堆疊` 選項，使結果的細分更加清晰。" #: ../../content/applications/sales/crm/performance/win_loss.rst:311 #: ../../content/applications/sales/crm/performance/win_loss.rst:512 msgid "Pivot View" msgstr "樞紐分析檢視" #: ../../content/applications/sales/crm/performance/win_loss.rst:313 msgid "" "The pivot view displays the results of the analysis as a table. By default, " "the table groups the results by the stages of the sales pipeline, and " "measures :guilabel:`Expected Revenue`." msgstr "樞紐分析檢視模式會將分析結果顯示為表格。該表格預設會按銷售管道的階段將結果分組，並量度 :guilabel:`預計收入`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:316 msgid "" "The pivot view is useful for analyzing more detailed numbers than the graph " "view can handle, or for adding the data to a spreadsheet, where custom " "formulas can be set up, like in an Excel file." msgstr "" "若分析數據的細緻及複雜程度，超越圖表模式所能處理，樞紐分析檢視模式便很有用。你亦可利用樞紐分析模式，將數據加入試算表，然後在試算表中設定自訂公式，如同在" " Excel 檔案中一樣。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Pivot View displays the analysis as a table." msgstr "樞紐分析檢視模式會將分析數據顯示為表格。" #: ../../content/applications/sales/crm/performance/win_loss.rst:324 msgid "" "The three icons at the top-left of the page perform the following functions:" msgstr "頁面左上角的三個圖示，有以下功能：" #: ../../content/applications/sales/crm/performance/win_loss.rst:332 msgid "" "The :guilabel:`Stage` grouping cannot be removed, but the measurement can be" " changed by clicking the :guilabel:`Measures` button, and selecting another " "option." msgstr ":guilabel:`階段` 分組是不可移除的，但量度項目可更改。方法是按一下 :guilabel:`量度` 按鈕，然後選擇另一選項。" #: ../../content/applications/sales/crm/performance/win_loss.rst:335 msgid "Cohort View" msgstr "列表檢視" #: ../../content/applications/sales/crm/performance/win_loss.rst:337 msgid "" "The cohort view displays the analysis as periods of time (cohorts) that can " "be set to days, weeks, months, or years. By default, :guilabel:`Week` is " "selected." msgstr "群組檢視模式會將分析數據顯示為不同時間段（稱為「群組」）。群組可設為天、星期、月或年，預設選項為 :guilabel:`星期`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:340 msgid "" "This view option is useful specifically for comparing how long it has taken " "to close leads." msgstr "此檢視模式對於比較潛在客戶達致成交所需的時間，特別有用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Cohort View displays the analysis as individual weeks of the year." msgstr "群組檢視畫面將分析數據顯示為一年中的不同星期。" #: ../../content/applications/sales/crm/performance/win_loss.rst:346 msgid "" "From left-to-right, top-to-bottom, the columns in the chart represent the " "following:" msgstr "由左至右、上至下，圖表的直欄代表以下資料：" #: ../../content/applications/sales/crm/performance/win_loss.rst:348 msgid "" ":guilabel:`Created On`: rows in this column represent the weeks of the year," " in which records matching the search criteria exist." msgstr ":guilabel:`建立日期`：此直欄中的每行，代表一年中的不同星期，各個星期包含與搜尋條件相符的記錄。" #: ../../content/applications/sales/crm/performance/win_loss.rst:351 msgid "" "When set to :guilabel:`Week`, a row with the label :guilabel:`W52 2023` " "means the results occurred in: Week 52 of the Year 2023." msgstr "" "設為 :guilabel:`星期` 時，若某行的標籤為 :guilabel:`W52 2023`，表示相關搜尋結果發生在 2023 年第 52 週。" #: ../../content/applications/sales/crm/performance/win_loss.rst:353 msgid "" ":guilabel:`Measures`: the second column in the chart is the measurement of " "the results. By default, it is set to :guilabel:`Count`, but can be changed " "by clicking the :guilabel:`Measures` button, and selecting an option from " "the drop-down menu." msgstr "" ":guilabel:`量度`：圖表中的第二個直欄，是對結果量度得出的數值。預設選項為 :guilabel:`數目`，但你可按一下 " ":guilabel:`量度` 按鈕，從下拉式選單選擇其他選項。" #: ../../content/applications/sales/crm/performance/win_loss.rst:356 msgid "" ":guilabel:`Closed Date - By Day/Week/Month/Year`: this column looks at what " "percentage of the measured results were closed in subsequent " "days/weeks/months/years." msgstr ":guilabel:`成交日期 - 按日/星期/月/年`：此直欄顯示量度的結果中，有多少百分比是在隨後數天/數週/數個月/數年內成交。" #: ../../content/applications/sales/crm/performance/win_loss.rst:358 msgid "" ":guilabel:`Average`: this row provides the average of all other rows in the " "column." msgstr ":guilabel:`平均`：此行提供該直欄中所有其他行的平均值。" #: ../../content/applications/sales/crm/performance/win_loss.rst:360 msgid "" "The cohort view can also be downloaded as an Excel file, by clicking the " ":guilabel:`Download` icon in the top-left of the page." msgstr "群組檢視畫面也可下載為 Excel 檔案，方法是在頁面左上角按一下 :guilabel:`下載` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:363 #: ../../content/applications/sales/crm/performance/win_loss.rst:537 msgid "List View" msgstr "列表檢視" #: ../../content/applications/sales/crm/performance/win_loss.rst:365 msgid "" "The list view displays a single list of all leads matching the search " "criteria. Clicking a lead opens the record for closer review. Additional " "details such as :guilabel:`Country`, :guilabel:`Medium`, and more can be " "added to the list, by clicking the :guilabel:`Filters` icon in the top-right" " of the list." msgstr "" "列表檢視模式以單一清單，顯示符合搜尋條件的所有潛在客戶。按下潛在客戶會開啟相關記錄，以供仔細查閱。在清單右上角按一下 :guilabel:`篩選器` " "圖示，可將額外的詳細資料加入至清單，例如 :guilabel:`國家/地區`、:guilabel:`媒介` 等等。" #: ../../content/applications/sales/crm/performance/win_loss.rst:370 msgid "This view option is useful for reviewing many records at once." msgstr "此檢視模式對於一次過查看多項記錄很有用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "The List View displays a single list of all records matching the search " "criteria." msgstr "列表檢視模式以單一清單，顯示所有與搜尋條件相符的記錄。" #: ../../content/applications/sales/crm/performance/win_loss.rst:376 msgid "" "Clicking the :guilabel:`⚙️ (gear)` icon opens the Actions drop-down menu, " "with options for the following:" msgstr "按下 :guilabel:`⚙️ （齒輪）` 圖示會開啟「動作」下拉式選單，其中包含以下選項：" #: ../../content/applications/sales/crm/performance/win_loss.rst:379 msgid "" ":guilabel:`Import records`: opens a page for uploading a spreadsheet of " "data, as well as a template spreadsheet to easily format that data." msgstr ":guilabel:`匯入記錄`：開啟一個頁面，用作上載數據試算表，以及一個可讓你輕鬆格式化該些資料的範本試算表。" #: ../../content/applications/sales/crm/performance/win_loss.rst:381 msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel." msgstr ":guilabel:`匯出全部`：將清單下載為 xlsx 檔案，供 Excel 使用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:382 msgid "" ":guilabel:`Knowledge`: inserts a view of, or link to, the list in an article" " in the *Knowledge* app." msgstr ":guilabel:`知識庫`：在 *知識庫* 應用程式的文章中，插入清單的檢視畫面或連結。" #: ../../content/applications/sales/crm/performance/win_loss.rst:384 msgid "" ":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* " "app." msgstr ":guilabel:`Dashboard`：將清單加入至 *Dashboard* 應用程式中的 *我的Dashboard* 。" #: ../../content/applications/sales/crm/performance/win_loss.rst:385 msgid "" ":guilabel:`Spreadsheet`: links to, or inserts, the list in a spreadsheet in " "the *Documents* app." msgstr ":guilabel:`試算表`：在 *文件管理* 應用程式的試算表中，插入清單或其連結。" #: ../../content/applications/sales/crm/performance/win_loss.rst:389 msgid "" "On the list view, clicking :guilabel:`New` closes the list, and opens the " "*New Quotation* page. Clicking :guilabel:`Generate Leads` opens a pop-up " "window for lead generation. Neither feature is intended to manipulate the " "list view." msgstr "" "在列表檢視模式中，按一下 :guilabel:`新增` 會關閉清單並開啟 *新報價單* 頁面。按下 :guilabel:`產生潛在客戶` " "會開啟一個用作生成潛在客戶的彈出視窗。這兩項功能並非用於操作列表檢視畫面。" #: ../../content/applications/sales/crm/performance/win_loss.rst:396 #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:77 msgid "Create reports" msgstr "建立報告" #: ../../content/applications/sales/crm/performance/win_loss.rst:398 msgid "" "After understanding how to :ref:`navigate the pipeline analysis page " "`, the :guilabel:`Pipeline Analysis` page can be used to " "create and share different reports. Between the pre-made options and custom " "filter and groupings, almost any combination is possible." msgstr "" "了解如何 :ref:`導航管道分析頁面 ` 後，你便可利用 :guilabel:`管道分析` " "頁面，建立及分享不同報告。除了預製選項，還有自訂篩選器及分組功能可用，幾乎可組成任何組合。" #: ../../content/applications/sales/crm/performance/win_loss.rst:402 msgid "" "Once created, reports can be :ref:`saved to favorites, shared with other " "users, and/or added to dashboards and spreadsheets `." msgstr "" "建立後，報告可以 :ref:`儲存至最愛、與其他使用者共享，及/或新增至Dashboard及試算表 `。" #: ../../content/applications/sales/crm/performance/win_loss.rst:405 msgid "" "A few common reports that can be created using the :guilabel:`Pipeline " "Analysis` page are detailed below." msgstr "下文詳細解釋可利用 :guilabel:`管道分析` 頁面建立的一些常用報告。" #: ../../content/applications/sales/crm/performance/win_loss.rst:411 msgid "Win/Loss reports" msgstr "贏得/損失報告" #: ../../content/applications/sales/crm/performance/win_loss.rst:413 msgid "" "Win/Loss is a calculation of active or previously active leads in a pipeline" " that were either marked as **Won** or **Lost** over a specific period of " "time. By calculating opportunities won over opportunities lost, teams can " "clarify key performance indicators (KPIs) that are converting leads into " "sales, such as specific teams or team members, certain marketing mediums or " "campaigns, and so on." msgstr "" "贏得/損失比例是計算管道中特定時期內標記為 **已贏得** 及 **已損失** " "的潛在客戶的比例，不論潛在客戶是目前生效或較早前生效。透過計算贏得與損失潛在客戶的比例，團隊可以明確辨識能夠將潛在客戶轉化為銷售交易的關鍵績效指標（KPI），例如個別團隊或團隊成員、特定推廣媒介或活動等。" #: ../../content/applications/sales/crm/performance/win_loss.rst:419 msgid "" "\\begin{equation}\n" "Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n" "\\end{equation}\n" "\n" msgstr "" "\\begin{equation}\n" "贏得/損失比例 = \\frac{已贏得的銷售機會}{已損失的銷售機會}\n" "\\end{equation}\n" "\n" #: ../../content/applications/sales/crm/performance/win_loss.rst:424 msgid "" "A win/loss report filters the leads from the past year, whether won or lost," " and groups the results by their stage in the pipeline. Creating this report" " requires a custom filter, and grouping the results by :guilabel:`Stage`." msgstr "" "贏得/損失報告會篩選過去一年的潛在客戶（不論是已贏得或已損失），並按管道中的階段將結果分組。建立此報告需要設定自訂篩選器，以及按 " ":guilabel:`階段` 將結果分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The search criteria for win/loss reports is Created On, Stage, and Active is" " in true false." msgstr "以建立日期、階段、生效（包括真或假）作為贏得/損失報告的搜尋條件" #: ../../content/applications/sales/crm/performance/win_loss.rst:432 msgid "Follow the steps below to create a win/loss report:" msgstr "建立贏得/損失報告的步驟如下：" #: ../../content/applications/sales/crm/performance/win_loss.rst:434 msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`." msgstr "前往 :menuselection:`客戶關係應用程式 --> 報告 --> 管道`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:435 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down " "arrow)` icon, next to the search bar, to open a drop-down menu of filters " "and groupings." msgstr "" "在 :guilabel:`管道分析` 頁面，按一下搜尋列旁邊的 :guilabel:`⬇️ （向下箭頭）` 圖示，開啟篩選器及分組的下拉式選單。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu containing the filters for a basic win/loss report." msgstr "搜尋選單，內含基本贏得/損失報告所使用的篩選器。" #: ../../content/applications/sales/crm/performance/win_loss.rst:442 msgid "" "In drop-down menu that appears, under the :guilabel:`Group By` heading, " "click :guilabel:`Stage`." msgstr "系統會顯示一個下拉式選單，請在選單的 :guilabel:`分組依據` 標題下，按一下 :guilabel:`階段`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:443 msgid "" "Under the :guilabel:`Filters` heading, click :guilabel:`Add Custom Filter` " "to open another pop-up menu." msgstr "在 :guilabel:`篩選器` 標題下，按一下 :guilabel:`新增自訂篩選器`，以開啟另一個彈出選單。" #: ../../content/applications/sales/crm/performance/win_loss.rst:445 msgid "" "In the :guilabel:`Add Custom Filter` pop-up menu, click on the first field " "in the :guilabel:`Match any of the following rules:` section. By default, " "this field displays :guilabel:`Country`." msgstr "" "在 :guilabel:`新增自訂篩選器` 彈出選單中，按一下 :guilabel:`符合任何下列規則：` 部份的第一個欄位。此欄位預設會顯示為 " ":guilabel:`國家/地區`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:448 msgid "" "Clicking that first field reveals a sub-menu with numerous options to choose" " from. From this sub-menu, locate and select the :guilabel:`Active` option. " "Doing so automatically populates the remaining fields." msgstr "" "按下第一個欄位會顯示一個子選單，當中有多個選項可供選用。在此子選單中，找出並選擇 :guilabel:`生效` 選項。之後系統會自動填入其餘欄位。" #: ../../content/applications/sales/crm/performance/win_loss.rst:452 msgid "" "The first field reads: :guilabel:`Active`. The second field reads: " ":guilabel:`is`. And lastly, the third field reads: :guilabel:`set`." msgstr "" "第一個欄位顯示：:guilabel:`生效`。第二個欄位顯示：:guilabel:`是`。最後，第三個欄位為 :guilabel:`已設定`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:455 msgid "In total, the rule reads: :guilabel:`Active is set`." msgstr "結合起來，該規則便是：:guilabel:`生效屬性為已設定`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:456 msgid "" "Click :guilabel:`New Rule`, change the first field to :guilabel:`Active`, " "and the last field to :guilabel:`not set`. In total, the rule reads " ":guilabel:`Active is not set`." msgstr "" "按一下 :guilabel:`新增規則`，將第一個欄位更改為 :guilabel:`生效`，並將最後一個欄位更改為 " ":guilabel:`未設定`。結合起來，該規則便是：:guilabel:`生效屬性為未設定`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:458 #: ../../content/applications/sales/crm/performance/win_loss.rst:640 msgid "Click :guilabel:`Add`." msgstr "按一下 :guilabel:`加入`。" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The Add Custom Filter menu showing two rules: (1) Active is set, and (2) " "Active is not set." msgstr "「新增自訂篩選器」選單正顯示兩項規則：(1) 生效是已設定，及 (2) 生效是未設定。" #: ../../content/applications/sales/crm/performance/win_loss.rst:464 msgid "" "The report now displays the total :guilabel:`Count` of leads, whether " "\"Won\" or \"Lost,\" grouped by their stage in the CRM pipeline. Hover over " "a section of the report to see the number of leads in that stage." msgstr "" "如此設定後，報告會顯示潛在客戶的 :guilabel:`數目` " "總計，不論是「已贏得」或是「已損失」，並按其在客戶關係管道中的階段分組。將滑鼠停在報告的不同部份，便可查看該階段的潛在客戶數量。" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "A basic win/loss report showing all leads whether won or lost grouped by " "stage." msgstr "一份顯示所有潛在客戶（不論是已贏得或已損失）的基本贏得/損失報告，按階段分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:473 msgid "Customize win/loss reports" msgstr "自訂贏得/損失報告" #: ../../content/applications/sales/crm/performance/win_loss.rst:475 msgid "" "After :ref:`creating a win/loss report `, consider using " "the options below to customize the report for different needs." msgstr ":ref:`建立贏得/損失報告 ` 後，你可利用下列選項自訂報告，以滿足不同的需要。" #: ../../content/applications/sales/crm/performance/win_loss.rst:479 msgid "" "A sales manager might group wins and losses by salesperson, or sales team, " "to see who has the best conversion rate. Or, a marketing team might group by" " sources, or medium, to determine where their advertising has been most " "successful." msgstr "" "銷售經理可以按銷售人員或銷售團隊，將贏得及損失的客戶分組，以了解誰人的轉換率最高。或者，市場推廣團隊可按客戶來源或媒介分組，找出廣告投放在哪裏最成功。" #: ../../content/applications/sales/crm/performance/win_loss.rst:485 msgid "Filters and groups" msgstr "篩選器及分組" #: ../../content/applications/sales/crm/performance/win_loss.rst:487 msgid "" "To add more filters and groups, click the :guilabel:`⬇️ (down arrow)` icon, " "next to the search bar, and select one or more options from the drop-down " "menu." msgstr "若要加入更多篩選器及分組，請按一下搜尋列旁邊的 :guilabel:`⬇️ （向下箭頭）` 圖示，然後從下拉式選單中，選擇一個或多個選項。" #: ../../content/applications/sales/crm/performance/win_loss.rst:490 msgid "Some useful options include:" msgstr "一些有用的選項包括：" #: ../../content/applications/sales/crm/performance/win_loss.rst:492 msgid "" ":guilabel:`Created on`: adjusting this filter to a different period of time," " such as the last 30 days, or the last quarter, can provide more timely " "results." msgstr ":guilabel:`建立日期`：將此篩選器調整至不同的時間段（例如：過去 30 天或上個季度），可提供更具時效性的結果。" #: ../../content/applications/sales/crm/performance/win_loss.rst:494 msgid "" ":guilabel:`Add Custom Filter`: clicking this option, and scrolling through " "the numerous options in the drop-down menu, opens up additional search " "criteria, like :guilabel:`Last Stage Update` or :guilabel:`Lost Reason`." msgstr "" ":guilabel:`新增自訂篩選器`：按下此選項，然後捲動下拉式選單查看當中的眾多選項，便有更多其他搜尋條件可套用，例如 " ":guilabel:`上次階段更新` 或 :guilabel:`損失原因`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:497 msgid "" ":guilabel:`Add Custom Group > Active`: Clicking :menuselection:`Add Custom " "Group --> Active` separates the results into **Won** (:guilabel:`true`) or " "**Lost** (:guilabel:`false`). This shows at what stage leads are being " "marked **Won** or **Lost**." msgstr "" ":guilabel:`新增自訂分組 > 生效`：按一下 :menuselection:`新增自訂分組 --> 生效` 會將結果分為 **已贏得** " "（:guilabel:`true`/:guilabel:`真`）或 **已損失** " "（:guilabel:`false`/:guilabel:`假`）。如此設定可以顯示潛在客戶是在哪個階段被標記為 **已贏得** 或 **已損失**。" #: ../../content/applications/sales/crm/performance/win_loss.rst:500 msgid "" ":guilabel:`Multiple Groupings`: add multiple :guilabel:`Group By` selections" " to split results into more relevant and manageable chunks." msgstr ":guilabel:`多重分組`：加入多個 :guilabel:`分組依據` 選項，將結果分拆為更相關及更容易處理的組別。" #: ../../content/applications/sales/crm/performance/win_loss.rst:503 msgid "" "Adding :guilabel:`Salesperson` or :guilabel:`Sales Team` breaks up the total" " count of leads in each :guilabel:`Stage`." msgstr "" "加入 :guilabel:`銷售人員` 或 :guilabel:`銷售團隊` 會分別列出每個 :guilabel:`階段` 內的潛在客戶總數。" #: ../../content/applications/sales/crm/performance/win_loss.rst:505 msgid "" "Adding :guilabel:`Medium` or :guilabel:`Source` can reveal what marketing " "avenues generate more sales." msgstr "加入 :guilabel:`媒介` 或 :guilabel:`來源` 可揭示哪些行銷途徑能夠產生更多銷售額。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu open and the Won and Lost filters highlighted." msgstr "開啟的搜尋選單，當中突出顯示「已贏得」及「已損失」篩選器。" #: ../../content/applications/sales/crm/performance/win_loss.rst:514 msgid "" "By default, pivot view groups win/loss reports by :guilabel:`Stage` and " "measures :guilabel:`Expected Revenue`." msgstr "預設情況下，樞紐分析檢視模式會按 :guilabel:`階段` 將贏得/損失報告分組，並量度 :guilabel:`預計收入`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:517 msgid "To flesh out the table:" msgstr "如何為表格加入更多資料：" #: ../../content/applications/sales/crm/performance/win_loss.rst:519 msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar." msgstr "按一下搜尋列旁邊的 :guilabel:`⬇️ （向下箭頭）`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:520 msgid "" "In the pop-up menu, replace the :guilabel:`Stage` grouping with something " "like :guilabel:`Salesperson` or :guilabel:`Medium`." msgstr "在彈出選單中，將 :guilabel:`階段` 分組改為 :guilabel:`銷售人員` 或 :guilabel:`媒介` 之類的分組。" #: ../../content/applications/sales/crm/performance/win_loss.rst:522 msgid "" "Click the :guilabel:`Measures` button and click :guilabel:`Count` to add the" " number of leads back into the report." msgstr "按一下 :guilabel:`量度` 按鈕，然後按一下 :guilabel:`數目`，將潛在客戶數量加回報告中。" #: ../../content/applications/sales/crm/performance/win_loss.rst:525 msgid "" "Other useful measures for pivot view include :guilabel:`Days to Assign` and " ":guilabel:`Days to Close`." msgstr "樞紐分析檢視模式的其他有用量度項目有：:guilabel:`分配所需日數` 及 :guilabel:`成交所需日數` 等。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "A win/loss report in Pivot View displays the data in table form." msgstr "樞紐分析檢視畫面中，贏得/損失報告以表格形式顯示數據。" #: ../../content/applications/sales/crm/performance/win_loss.rst:533 msgid "" "In pivot view, the :guilabel:`Insert In Spreadsheet` button may be greyed " "out due to the report containing :guilabel:`duplicate group bys`. To fix " "this, replace the :guilabel:`Stage` grouping in the search bar with another " "option." msgstr "" "在樞紐分析檢視畫面中，由於報表可能有 :guilabel:`重複的分組依據`，因此 :guilabel:`插入至試算表` " "按鈕可能會變為灰色。要解決此問題，請將搜尋列內的 :guilabel:`階段` 分組，更換為另一個選項。" #: ../../content/applications/sales/crm/performance/win_loss.rst:539 msgid "In list view, a win/loss report displays all leads on a single page." msgstr "在列表檢視畫面中，贏得/損失報告會在單一頁面上，顯示所有潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:541 msgid "" "To better organize the list, click the :guilabel:`⬇️ (down arrow)` next to " "the search bar, and add more relevant groupings or re-organize the existing " "ones. To re-order the nesting, remove all :guilabel:`Group By` options and " "re-add them in the desired order." msgstr "" "為更好地整理列表，你可按一下搜尋列旁邊的 :guilabel:`⬇️ " "（向下箭頭）`，然後新增更多相關的分組，或重新組織現有的分組。若要重新排序巢狀結構，請刪除所有 :guilabel:`分組依據` " "選項，然後依照想要的順序重新加入該些分組選項。" #: ../../content/applications/sales/crm/performance/win_loss.rst:545 msgid "To add more columns to the list:" msgstr "若要新增更多直欄至列表：" #: ../../content/applications/sales/crm/performance/win_loss.rst:547 msgid "Click the :guilabel:`Filters` icon in the top-right of the page." msgstr "按一下頁面右上角的 :guilabel:`篩選器` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:548 msgid "" "Select options from the resulting drop-down menu. Some useful filters " "include:" msgstr "系統會顯示一個下拉式選單，請從中選擇選項。一些有用的篩選器包括：" #: ../../content/applications/sales/crm/performance/win_loss.rst:550 msgid "**Campaign**: Shows the marketing campaign that originated each lead." msgstr "**推廣活動** ：顯示每個潛在客戶來自的市場行銷活動。" #: ../../content/applications/sales/crm/performance/win_loss.rst:551 msgid "" "**Medium**: Shows the marketing medium (Banner, Direct, Email, Google " "Adwords, Phone, Website, etc.) that originated each lead." msgstr "**媒介** ：顯示每個潛在客戶來自的市場行銷媒介（例如：橫額、直接推銷、電子郵件、Google Adwords、電話、網站等）。" #: ../../content/applications/sales/crm/performance/win_loss.rst:553 msgid "" "**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search " "Engine, etc.)." msgstr "**來源** ：顯示每個潛在客戶的來源（公司電子報、潛在客戶召回、搜尋引擎等）。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "A win/loss report in List View displays all leads in an easy-to-read list." msgstr "列表檢視畫面中，贏得/損失報告以易於閱讀的清單形式，顯示所有潛在客戶。" #: ../../content/applications/sales/crm/performance/win_loss.rst:562 msgid "Save and share reports" msgstr "儲存及共享報告" #: ../../content/applications/sales/crm/performance/win_loss.rst:564 msgid "" "After :ref:`creating a report `, the search criteria can " "be saved, so the report does not need to be created again in the future. " "Saved searches automatically update their results every time the report is " "opened." msgstr "" "完成 :ref:`建立報表 ` " "後，使用的搜尋條件可以儲存，讓日後無需重新建立同一份報表。使用者每次開啟報告時，已儲存的搜尋都會自動更新一次所包含的結果。" #: ../../content/applications/sales/crm/performance/win_loss.rst:568 msgid "" "Additionally, reports can be shared with others, or added to " "spreadsheets/dashboards for greater customization and easier access." msgstr "此外，報告可與其他人共享，或加入至試算表/Dashboard中，以作更輕鬆的存取及運用較大的自訂空間。" #: ../../content/applications/sales/crm/performance/win_loss.rst:573 msgid "Save to Favorites" msgstr "儲存至最愛" #: ../../content/applications/sales/crm/performance/win_loss.rst:575 msgid "To save a report for later:" msgstr "若要儲存報告以供日後再用：" #: ../../content/applications/sales/crm/performance/win_loss.rst:577 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down " "arrow)` icon, next to the search bar." msgstr "在 :guilabel:`管道分析` 頁面上，按一下搜尋列旁邊的 :guilabel:`⬇️ （向下箭頭）` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:579 msgid "" "In the drop-down menu that appears, under the :guilabel:`Favorites` heading," " click :guilabel:`Save current search`." msgstr "系統會顯示一個下拉式選單，請在選單中的 :guilabel:`最愛` 標題下，按一下 :guilabel:`儲存目前搜尋`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:581 msgid "In the next drop-down menu that appears, enter a name for the report." msgstr "在下一個顯示的下拉式選單中，輸入報告名稱。" #: ../../content/applications/sales/crm/performance/win_loss.rst:583 msgid "" "Checking the :guilabel:`Default filter` box sets this report as the default " "analysis when the :guilabel:`Pipeline Analysis` page is accessed." msgstr "存取 :guilabel:`管道分析` 頁面時，若勾選 :guilabel:`預設篩選器` 方格，會將此報告設為預設分析報告。" #: ../../content/applications/sales/crm/performance/win_loss.rst:585 msgid "" "Checking the :guilabel:`Shared` box makes this report available to other " "users." msgstr "勾選 :guilabel:`共享` 方格，可允許其他使用者使用此報告。" #: ../../content/applications/sales/crm/performance/win_loss.rst:587 msgid "" "Finally, click :guilabel:`Save`. The report is now saved under the " ":guilabel:`Favorites` heading." msgstr "最後，按一下 :guilabel:`儲存`。報告現在會儲存在 :guilabel:`最愛` 標題下。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Under the Favorites heading, click Save current search and save the report " "for later." msgstr "在「最愛」標題下，按一下「儲存目前搜尋」並儲存報告以供日後再用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:594 msgid "Add to a Spreadsheet" msgstr "插入至試算表" #: ../../content/applications/sales/crm/performance/win_loss.rst:596 msgid "" "Inserting a report into a spreadsheet not only saves a copy of the report, " "it allows users to add charts and formulas like in an Excel file." msgstr "將報告插入試算表後，不單可儲存報告的副本，亦允許使用者加入圖表及算式，如同在 Excel 檔案內一樣。" #: ../../content/applications/sales/crm/performance/win_loss.rst:599 msgid "To save a report as a spreadsheet:" msgstr "若要將報告儲存為試算表：" #: ../../content/applications/sales/crm/performance/win_loss.rst:601 msgid "**In Graph or Pivot View**:" msgstr "**圖表或樞紐分析檢視模式** ：" #: ../../content/applications/sales/crm/performance/win_loss.rst:603 msgid "Click the :guilabel:`Insert in spreadsheet` button." msgstr "按一下 :guilabel:`插入至試算表` 按鈕。" #: ../../content/applications/sales/crm/performance/win_loss.rst:604 msgid "In the pop-up menu that appears, click :guilabel:`Confirm`." msgstr "系統會顯示一個彈出式選單，請在選單中按一下 :guilabel:`確認`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:606 msgid "**In Cohort or List View**:" msgstr "**群組或列表檢視模式** ：" #: ../../content/applications/sales/crm/performance/win_loss.rst:608 msgid "Click the :guilabel:`⚙️ (gear)` icon." msgstr "按一下 :guilabel:`⚙️ （齒輪）` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:609 msgid "" "In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`." msgstr "系統會顯示一個下拉式選單，請將滑鼠停留在選單內的 :guilabel:`試算表` 上。" #: ../../content/applications/sales/crm/performance/win_loss.rst:610 msgid "" "In the next drop-down menu, click either :guilabel:`Insert in spreadsheet` " "or :guilabel:`Link in spreadsheet`." msgstr "在下一個下拉式選單中，按一下 :guilabel:`插入至試算表` 或 :guilabel:`連結至試算表`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:613 msgid "Saved reports are viewable in the *Documents* app." msgstr "已儲存的報告可在 *文件管理* 應用程式中檢視。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Pivot View reports especially benefit from being inserted in spreadsheets." msgstr "「插入至試算表」的動作，對於樞紐分析檢視模式下的報告，尤其有用。" #: ../../content/applications/sales/crm/performance/win_loss.rst:620 msgid "" "After modifying a spreadsheet and adding additional formulas, consider then " "adding the entire spreadsheet to a dashboard. Using this method, the " "spreadsheet can be added to a public dashboard instead of only :guilabel:`My" " Dashboard`." msgstr "" "修改試算表及新增額外的算式後，你可考慮將整張試算表加入至Dashboard。透過此方法，試算表可加入至公用的Dashboard，而不只是 " ":guilabel:`我的Dashboard`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:624 msgid "Click :menuselection:`File --> Add to dashboard`." msgstr "按一下 :menuselection:`檔案 --> 新增至Dashboard`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:625 msgid "" "In the pop-up menu that appears, name the spreadsheet and select a " ":guilabel:`Dashboard Section` to house the report." msgstr "系統會顯示一個彈出式選單，請在選單中為試算表命名，並選擇一個 :guilabel:`Dashboard部份` 去放置報告。" #: ../../content/applications/sales/crm/performance/win_loss.rst:627 msgid "Click :guilabel:`Create`." msgstr "按一下 :guilabel:`建立`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:629 msgid "Add to a Dashboard" msgstr "新增至Dashboard" #: ../../content/applications/sales/crm/performance/win_loss.rst:631 msgid "" "Adding a report to a dashboard saves it for later and makes it easy to view " "alongside the rest of :guilabel:`My Dashboard`." msgstr "報告新增至Dashboard後，會自動儲存供日後再用，亦可輕易與 :guilabel:`我的Dashboard` 的其他內容一起查閱。" #: ../../content/applications/sales/crm/performance/win_loss.rst:634 msgid "To add a report to :guilabel:`My dashboard`:" msgstr "若要將報告新增至 :guilabel:`我的Dashboard`：" #: ../../content/applications/sales/crm/performance/win_loss.rst:636 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` " "icon." msgstr "在 :guilabel:`管道分析` 頁面上，按一下 :guilabel:`⚙️ （齒輪）` 圖示。" #: ../../content/applications/sales/crm/performance/win_loss.rst:637 msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`." msgstr "系統會顯示一個下拉式選單，請將滑鼠停留在選單內的 :guilabel:`Dashboard` 上。" #: ../../content/applications/sales/crm/performance/win_loss.rst:638 msgid "" "In the :guilabel:`Add to my dashboard` drop-down menu, enter a name for the " "report (by default, it is named :guilabel:`Pipeline`)." msgstr "在 :guilabel:`新增至我的Dashboard` 下拉式選單中，輸入報告名稱（預設會命名為 :guilabel:`管道`）。" #: ../../content/applications/sales/crm/performance/win_loss.rst:642 msgid "To view a saved report:" msgstr "查看已儲存報告的方法：" #: ../../content/applications/sales/crm/performance/win_loss.rst:644 msgid "" "Return to the main apps page, and navigate to :menuselection:`Dashboards app" " --> My Dashboard`." msgstr "返回應用程式主畫面，然後前往 :menuselection:`Dashboard應用程式 --> 我的Dashboard`。" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "To access the saved report, open the Dashboard app and click My Dashboard." msgstr "要存取已儲存的報告，請開啟Dashboard應用程式，然後按一下「我的Dashboard」。" #: ../../content/applications/sales/crm/performance/win_loss.rst:652 msgid ":doc:`../acquire_leads/convert`" msgstr ":doc:`../acquire_leads/convert`" #: ../../content/applications/sales/crm/performance/win_loss.rst:653 msgid ":doc:`../acquire_leads/send_quotes`" msgstr ":doc:`../acquire_leads/send_quotes`" #: ../../content/applications/sales/crm/performance/win_loss.rst:654 msgid ":doc:`../pipeline/lost_opportunities`" msgstr ":doc:`../pipeline/lost_opportunities`" #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "處理已損失的銷售機會" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" "Not every opportunity results in a successful sale. To keep the pipeline up-" "to-date, *lost* opportunities need to be identified. Specifying why an " "opportunity was lost provides additional insight that can prove useful for " "future opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark an opportunity as lost" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" "To mark an opportunity as lost, first open the :menuselection:`CRM app`, and" " select an opportunity from the pipeline, by clicking on its corresponding " "Kanban card. Doing so reveals that opportunity's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:16 msgid "" "Then, click :guilabel:`Lost`, located at the top of the opportunity's detail" " form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" "Buttons from the top of an opportunity record with the lost button " "emphasized." msgstr "銷售機會記錄頂部的按鈕，焦點放在「損失」按鈕。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:185 msgid "" "This opens the :guilabel:`Mark Lost` pop-up window. From the :guilabel:`Lost" " Reason` drop-down menu, choose an existing lost reason. If no applicable " "reason is available, create a new one by entering it into the " ":guilabel:`Lost Reason` field, and clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 msgid "" "Additional notes and comments can be added below the lost reason in the " "designated :guilabel:`Closing Note` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 msgid "" "Neither the :guilabel:`Lost Reason` field, nor the :guilabel:`Closing Note` " "field, on the :guilabel:`Mark Lost` pop-up window are required. However, it " "is recommended to include this information for the sake of traceability, " "accountability, and reporting purposes." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost reasons popup with sample reasons." msgstr "損失原因彈出視窗，當中包括範例原因。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" "After clicking :guilabel:`Mark as Lost`, a red :guilabel:`Lost` banner is " "added to the upper-right corner of the opportunity." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "A lost opportunity with the lost banner added." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:49 msgid "" "To mark an *inactive* (archived) opportunity as lost, set the " ":guilabel:`Probability` field to `0` percent." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:55 msgid "Create/edit lost reasons" msgstr "建立/編輯損失原因" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:57 msgid "" "To create a new lost reason, or edit an existing one, navigate to " ":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "要建立新的損失原因或編輯現有原因，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 損失原因`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:60 msgid "To edit an existing lost reason:" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:62 msgid "Click on the reason to be edited to highlight it." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:63 msgid "" "Change the selected lost reason by editing the :guilabel:`Description` " "field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 msgid "When finished, click :guilabel:`Save` in the upper-left corner." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 msgid "To create a new lost reason:" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 msgid "" "Click :guilabel:`New` in the upper-left corner of the :guilabel:`Lost " "Reasons` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:69 msgid "" "In the new blank line, click in the :guilabel:`Description` field, then type" " the new lost reason." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:70 msgid "When finished, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:73 msgid "View lost opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:75 msgid "" "To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " "app`. On the main :guilabel:`Pipeline` dashboard, click into the " ":guilabel:`Search...` bar at the top of the page, and remove all of the " "default filters." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with lost filter emphasized." msgstr "搜尋列，焦點放在「已損失」篩選器。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 msgid "" "Open the :guilabel:`Filters` drop-down menu, by clicking the " ":guilabel:`🔻(triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar to open the drop-down menu containing " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "options, designated into respective columns." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:88 msgid "" "Select the :guilabel:`Lost` option from the :guilabel:`Filters` section. " "Upon selecting :guilabel:`Lost`, only the opportunities marked as `Lost` " "appear on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:92 msgid "Sort opportunities by lost reason" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:94 msgid "" "To filter opportunities by a specific lost reason, click the " ":guilabel:`🔻(triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar again to open the drop-down menu. In addition to " "the :guilabel:`Lost` filter, under the :guilabel:`Filters` column, click " ":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` " "pop-up window." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:99 msgid "" "On the :guilabel:`Add Custom Filter` pop-up window, click in the first " "field, and type `Lost Reason` in the :guilabel:`Search...` bar, or scroll to" " search through the list to locate it. Then, click into the next field, and " "select :guilabel:`=` from the drop-down menu. Click into the third field, " "and select a lost reason from the drop-down menu. Finally, click " ":guilabel:`Add`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with custom filter added for lost reason." msgstr "搜尋列，包括為損失原因新增的自訂篩選器。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:109 msgid "" "To view results for more than one lost reason, select the operator " ":guilabel:`is in` in the second field of the custom filter in the " ":guilabel:`Add Custom Filter` pop-up window. Choosing this operator makes it" " possible to choose multiple lost reasons in the third field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:0 msgid "Add Custom Filter pop-up with multiple lost reasons selected." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:118 msgid "Restore lost opportunities" msgstr "恢復已損失的銷售機會" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:120 msgid "" "To restore a lost opportunity, open the :menuselection:`CRM app` to reveal " "the :guilabel:`Pipeline` dashboard. Or, navigate to :menuselection:`CRM app " "--> Sales --> My Pipeline`. From here, click the :guilabel:`🔻(triangle " "pointed down)` icon to the right of the :guilabel:`Search...` bar to open " "the drop-down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, " "and :guilabel:`Favorites` columns." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:126 msgid "" "Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so " "reveals all the lost opportunities on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:130 msgid "" "To see all opportunities in the database, remove the default :guilabel:`My " "Pipeline` filter from the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:133 msgid "" "Then, click on the Kanban card of the desired lost opportunity to restore, " "which opens that opportunity's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:136 msgid "" "From the lost opportunity's detail form, click :guilabel:`Restore` in the " "upper-left corner. Doing so removes the red :guilabel:`Lost` banner from the" " opportunity form, signifying the opportunity has been restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "已損失的銷售機會，焦點放在「恢復」按鈕。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:145 msgid "Restore multiple opportunities at once" msgstr "一次過恢復多個銷售機會" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:147 msgid "" "To restore multiple opportunities at once, navigate to the main " ":guilabel:`Pipeline` dashboard in the *CRM* app, open the " ":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." msgstr "" "要一次過恢復多個銷售機會，請前往 *客戶關係* 應用程式中的 :guilabel:`管道` 主Dashboard，開啟 :guilabel:`篩選器` " "下拉式選單，然後選擇 :guilabel:`已損失` 選項。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:150 msgid "" "Next, select the list view option, represented by the :guilabel:`≣ (list)` " "icon in the upper-right corner. Doing so places all the opportunities from " "the :guilabel:`Pipeline` page in a list view. With the list view chosen, " "select the checkbox to the left of each opportunity to be restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:154 msgid "" "Once the desired opportunities have been selected, click the :guilabel:`⚙️ " "Actions` drop-down menu at the top of the :guilabel:`Pipeline` page. From " "the :guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:158 msgid "" "Doing so removes those selected opportunities from the :guilabel:`Pipeline` " "page because they no longer fit the :guilabel:`Lost` filter criteria. Delete" " the :guilabel:`Lost` filter from the search bar to reveal these newly-" "restored opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "列表檢視模式下的動作按鈕，焦點放在「取消封存」選項。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:167 msgid "Manage lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:169 msgid "" "If *Leads* are enabled on a database, they can be marked as *lost* in the " "same manner as opportunities. Leads use the same :ref:`lost reasons " "` as opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:173 msgid "" "To enable leads, navigate to :menuselection:`CRM app --> Configuration --> " "Settings` and check the :guilabel:`Leads` checkbox. Then, click " ":guilabel:`Save`. This adds a new :guilabel:`Leads` menu to the header menu " "bar at the top of the page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:178 msgid "Mark a lead as lost" msgstr "將潛在客戶標記為已損失" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:180 msgid "" "To mark a lead as lost, navigate to :menuselection:`CRM app --> Leads`, and " "select a lead from the list. Doing so reveals that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:183 msgid "" "Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "然後，在潛在客戶詳細資料表單的頂部，按一下 :guilabel:`損失`。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:189 msgid "" "Additional notes and comments can be added below the lost reason designated " "in the :guilabel:`Closing Note` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:196 msgid "Restore lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:198 msgid "" "To restore a lost lead, navigate to :menuselection:`CRM app --> Leads`, then" " click the :guilabel:`🔻 (triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar to open the drop-down menu that contains the " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "columns." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:202 msgid "" "Under the :guilabel:`Filters` column, select :guilabel:`Lost`. Doing so " "reveals all the lost leads on the :guilabel:`Leads` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:205 msgid "" "Then, click on the desired lost lead to restore, which opens that lead's " "detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:207 msgid "" "From the lost lead's detail form, click :guilabel:`Restore` in the upper-" "left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " "form, signifying the lead has been restored." msgstr "" "在已損失潛在客戶的詳細資料表單中，按一下左上角的 :guilabel:`恢復`。潛在客戶表單的紅色 :guilabel:`已損失` " "橫幅會移除，表示潛在客戶已恢復。" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:211 msgid "Restore multiple leads at once" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:213 msgid "" "To restore multiple leads at once, navigate to :menuselection:`CRM app --> " "Leads`, open the :guilabel:`Filters` drop-down menu, and select the " ":guilabel:`Lost` option. Select the checkbox to the left of each lead to be " "restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:217 msgid "" "Once the desired leads have been selected, click the :guilabel:`⚙️ Actions` " "drop-down menu at the top of the :guilabel:`Leads` page. From the " ":guilabel:`⚙️ Actions` drop-down menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:221 msgid "" "Doing so removes those selected leads from the :guilabel:`Leads` page " "because they no longer fit the :guilabel:`Lost` filter criteria. Delete the " ":guilabel:`Lost` filter from the :guilabel:`Search...` bar to reveal these " "newly-restored leads." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:226 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:3 msgid "Manage sales teams" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:5 msgid "" "The *Sales Teams* feature within Odoo's *CRM* app allows for the creation " "and management of multiple sales teams, each with their own assignment " "rules, invoicing targets, and roster of salespeople." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:9 msgid "Create a sales team" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:11 msgid "" "To create a new sales team, go to :menuselection:`CRM app --> Configuration " "--> Sales Teams`, then click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:14 msgid "" "On the blank sales team form, enter a name in the :guilabel:`Sales Team` " "field." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:16 msgid "Next, select a :guilabel:`Team Leader` from the drop-down list." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:18 msgid "" "Set an :guilabel:`Email Alias` to automatically generate a lead/opportunity " "for this sales team whenever a message is sent to that unique email address." " Choose whether to accept emails from :guilabel:`Everyone`, " ":guilabel:`Authenticated Partners`, :guilabel:`Followers Only`, or " ":guilabel:`Authenticated Employees`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:23 msgid "" "Select a :guilabel:`Company` from the drop-down menu to assign this team to." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:26 msgid "" "The :guilabel:`Company` field is only visible in multi-company databases, " "and is not required." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The settings page for a new sales team." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:33 msgid "" "If the *Sales* app is installed on the database, an :guilabel:`Invoicing " "Target` field appears on the sales team form. This is the revenue target for" " the current month. The amount entered in this field is used to populate the" " invoicing progress bar on the :ref:`sales team dashboard `." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:39 msgid "Add sales team members" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:41 msgid "" "To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab" " when editing the sales team's configuration page. This opens a " ":guilabel:`Create Sales Team Members` pop-up window." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:45 msgid "" "If the :guilabel:`Rule-Based Assignment` feature has **not** been enabled on" " the *CRM* app's *Settings* page, clicking :guilabel:`Add` under the " ":guilabel:`Members` tab opens an :guilabel:`Add: Salespersons` pop-up " "window. Tick the checkbox to the far-left of the salesperson to be added to " "the team, then click :guilabel:`Select`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:0 msgid "The Add: Salespersons pop-up window on a new sales team." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:54 msgid "" "Select a user from the :guilabel:`Salesperson` drop-down list to add them to" " the team. To prevent this salesperson from being automatically assigned " "leads, tick the :guilabel:`Skip auto assignment` checkbox. If this feature " "is activated, the salesperson can still be assigned leads manually." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The Create Sales Team Members pop-up window." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:62 msgid "" "The :guilabel:`Leads (30 days)` field tracks how many leads the salesperson " "has been assigned in the past thirty days for this team, and the maximum " "number of leads they should be assigned. To edit the maximum number of leads" " this salesperson can be assigned, enter that amount in the :guilabel:`Leads" " (30 days)` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:68 msgid "" ":doc:`Assignment rules <../track_leads/lead_scoring>` can be configured for " "individual salespeople using the :guilabel:`Domain` section." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:71 msgid "" "Click :guilabel:`Save & Close` when finished, or :guilabel:`Save & New` to " "add additional members." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:74 msgid "Enable multi teams" msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:76 msgid "" "To allow salespeople to be assigned to more than one sales team, the *Multi " "Teams* setting needs to be enabled. First, navigate to :menuselection:`CRM " "app --> Configuration --> Settings`. Under the :guilabel:`CRM` section, tick" " the checkbox labeled :guilabel:`Multi Teams`. Then, click :guilabel:`Save` " "at the top-left of the page." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The settings page of the CRM app with the Multi Teams setting enabled." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:88 msgid "Sales team dashboard" msgstr "銷售團隊Dashboard" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:90 msgid "" "To view the sales team dashboard, go to :menuselection:`CRM app --> Sales " "--> Teams`. Any team the user is a member of appears in the dashboard." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst-1 msgid "The sales team dashboard in the CRM app." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:97 msgid "" "Each Kanban card gives an overview of the sales team's open opportunities, " "quotations, sales orders, and expected revenue, as well as a bar graph of " "new opportunities per week, and an invoicing progress bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:101 msgid "" "Click the :guilabel:`Pipeline` button to go directly to that team's *CRM* " "pipeline." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:103 msgid "" "Click on the :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` icon in " "the top-right corner of the Kanban card to open a drop-down menu. Then, to " "view or edit the team's settings, click :guilabel:`Configuration`." msgstr "" #: ../../content/applications/sales/crm/pipeline/manage_sales_teams.rst:108 msgid ":doc:`../optimize/utilize_activities`" msgstr ":doc:`../optimize/utilize_activities`" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:3 msgid "Merge similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:5 msgid "" "Odoo automatically detects similar *leads* and *opportunities* within the " "*CRM* app. Identifying these duplicated records allows them to be merged " "without losing any information in the process. Not only does this help keep " "the *pipeline* organized, but it also prevents customers from being " "contacted by more than one salesperson." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:11 msgid "" "When merging opportunities, no information is lost. Data from the other " "opportunity is logged in the chatter, and the information fields, for " "reference." msgstr "合併銷售機會時，你不會遺失任何資訊。原本來自其他銷售機會的數據/資料，會在資訊欄位及聊天視窗中記錄，以供參考。" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:15 msgid "Identify similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:17 msgid "" "Similar leads and opportunities are identified by comparing the *email " "address* and *phone number* of the associated contact. If a similar " "lead/opportunity is found, a *Similar Leads* smart button appears at the top" " of the lead (or opportunity) record." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1 msgid "An opportunity record with emphasis on the Similar Leads smart button." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:26 msgid "Comparing similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:28 msgid "" "To compare the details of similar leads/opportunities, navigate to " ":menuselection:`CRM app --> Pipeline` or :menuselection:`CRM app --> Leads`." " Open a lead or opportunity, and click the :guilabel:`Similar Leads` smart " "button. Doing so opens a Kanban view that only displays similar " "leads/opportunities. Click on a card to view the details for the " "lead/opportunity, and confirm if they should be merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:35 msgid "Merging similar leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:43 msgid "" "After confirming that the leads/opportunities should be merged, return to " "the Kanban view using the breadcrumb link, or by clicking the " ":guilabel:`Similar Leads` smart button. Click the :icon:`oi-view-list` " ":guilabel:`(list)` icon to change to list view." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:47 msgid "" "Check the box on the left of the page for the leads/opportunities to be " "merged. Then, click the :icon:`fa-cog` :guilabel:`Actions` icon at the top " "of the page, to reveal a drop-down menu. From that drop-down menu, select " "the :guilabel:`Merge` option to merge the selected opportunities or leads." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:52 msgid "" "When :guilabel:`Merge` is selected from the :icon:`fa-cog` " ":guilabel:`Actions` drop-down menu, a :guilabel:`Merge` pop-up modal " "appears. In that pop-up modal, under the :guilabel:`Assign opportunities to`" " heading, select a :guilabel:`Salesperson` and :guilabel:`Sales Team` from " "the appropriate drop-down menus." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:57 msgid "" "Below those fields, the leads/opportunities to merge are listed, along with " "their related information. To merge those selected leads/opportunities, " "click :guilabel:`Merge`." msgstr "" "在該些欄位下方，會列出需要合併的潛在客戶/銷售機會，以及其相關資訊。要合併已選取的潛在客戶/銷售機會，請按一下 :guilabel:`合併`。" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst-1 msgid "" "List of similar leads and opportunities selected for merge in the CRM app." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:65 msgid "" "Merging is an irreversible action. Do **not** merge leads/opportunities " "unless absolutely certain they should be combined." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:69 msgid "When leads/opportunities should not be merged" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:71 msgid "" "There may be instances where a similar lead or opportunity is identified, " "but should *not* be merged. These circumstances vary, based on the processes" " of the sales team and organization. Some potential scenarios are listed " "below." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:76 msgid "Lost leads" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:78 msgid "" "If a lead/opportunity has been marked as :doc:`lost `, " "it can still be merged with an active lead or opportunity. The resulting " "lead/opportunity is marked active, and added to the pipeline." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:83 msgid "Different contact within an organization" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:85 msgid "" "Leads/opportunities from the same organization, but with different points of" " contact, may not have the same needs. In this case, it is beneficial to " "*not* merge these records, though assigning the same salesperson, or sales " "team, can prevent duplicated work and miscommunication." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:90 msgid "Existing duplicates with more than one salesperson" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:92 msgid "" "If more than one lead/opportunity exists in the database, there may be " "multiple salespeople assigned to them, who are actively working on them " "independently. While these leads/opportunities may need to be managed " "separately, it is recommended that any affected salespeople be tagged in an " "internal note for visibility." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:98 msgid "Contact information is similar but not exact" msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:100 msgid "" "Similar leads and opportunities are identified by comparing the email " "addresses and phone numbers of the associated contacts. However, if the " "email address is *similar*, but not *exact*, they may need to remain " "independent." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:105 msgid "" "Three different leads were added to the pipeline and assigned to different " "salespeople. They were identified as *Similar Leads* due to the email " "addresses of the contacts." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:108 msgid "" "Two of the leads appear to come from the same individual, `Robin`, and have " "identical email addresses. These leads should be merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:111 msgid "" "The third lead has the same email domain, but the address is different, as " "is the contact name. While this lead is most likely from the same " "organization, it is from a different contact, and should **not** be merged." msgstr "" #: ../../content/applications/sales/crm/pipeline/merge_similar.rst:0 msgid "" "List of similar leads with emphasis on the contact information in the CRM " "app." msgstr "" #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:3 msgid "Lead distribution report" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:5 msgid "" "A *lead distribution report* can be used to see if active leads are being " "assigned equitably across sales members. It can also be used to view the " "distribution of good or :doc:`quality leads `, and see" " how frequently each salesperson is receiving (and keeping) leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:9 msgid "" "Lead distribution reports can be run each week to help keep salespeople on " "track, while providing them with ample good leads. These reports can also be" " used to see whether sales members are staying productive, if good leads are" " being lost too often by one salesperson, and what percentage of good leads " "are being retained overall." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:15 msgid "Create lead distribution reports" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:17 msgid "" "To create a lead distribution report, first navigate to :menuselection:`CRM " "app --> Reporting --> Pipeline`, which reveals the :guilabel:`Pipeline " "Analysis` dashboard." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:20 msgid "" "Remove all the default filters in the search bar at the top of the page. " "Doing so displays data related to *all* leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:23 msgid "" ":ref:`Custom filters ` can now be added by clicking " "the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the" " search bar, to reveal a drop-down menu of search and filter options." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:27 msgid "" "Three columns are displayed: :ref:`Filters `, :ref:`Group By" " `, and :ref:`Favorites `. To begin, " "navigate to the bottom of the :guilabel:`Filters` column, and click " ":guilabel:`Add Custom Filter`. This opens an :guilabel:`Add Custom Filter` " "pop-up window, where the essential filters can be added one at a time." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:35 msgid "Essential filters" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:37 msgid "" "The following filter conditions are used to create a basic lead distribution" " report. Together they gather all leads created within a certain timespan " "that have an associated contact method and have been assigned to a sales " "team." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:42 msgid "Lead creation date" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:44 msgid "" "Click the first field, under :guilabel:`Match any of the following rules:`, " "that has the value :guilabel:`Country` in it. In the popover that appears, " "type `Created on` in the search bar, or scroll to search through the list to" " locate and select it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:48 msgid "" "Then, in the second field of that row, select :guilabel:`>=` from the drop-" "down menu. This operator **only** includes values greater than (or equal to)" " the value in the third, rightmost field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:51 msgid "" "The third field on the :guilabel:`Add Custom Filter` pop-up window should " "contain the earliest date leads are selected from." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:54 msgid "" "For example, setting `01/01/2024 00:00:00` only includes leads created from," " and including, the first day of 2024." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1 msgid "Add a Created On rule for the start of the year onward." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:64 msgid "Sales team" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:66 msgid "" "Click :guilabel:`New rule` to add another row to the form, and choose " ":guilabel:`Sales Team` for this rule's parameter. Then, click the second " "field of the new rule, and select :guilabel:`contains` from the drop-down " "menu. Selecting this operator filters for any records that contain the words" " in the third, rightmost field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:72 msgid "" "For certain pre-determined, limited choices like a sales team, the " ":guilabel:`is in` operator helps make for an easier and more accurate " "selection, via a drop-down menu in the third field, instead of risking a " "typo or incorrect value in the text box field that accompanies the " ":guilabel:`contains` operator." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:77 msgid "" "In this third field, enter the name of the desired sales team(s) that are to" " be included in the report. It is important for all :guilabel:`contains` " "argument values to be specific enough and spelled correctly as they exist in" " Odoo, otherwise this risks returning multiple (or zero) values." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1 msgid "Use Sales Team to filter the location the lead is associated with." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:86 msgid "" "By adding more than one rule to the form, a new option emerges at the top of" " the pop-up window above all the filters, to specify whether :guilabel:`any`" " :icon:`fa-caret-down` or :guilabel:`all` :icon:`fa-caret-down` of the " "conditions should match. This distinction is important to set correctly, as " "it impacts the driving logic of how the filters return data." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:91 msgid "" "Click the default :guilabel:`any` :icon:`fa-caret-down` menu item and be " "sure the :guilabel:`all` :icon:`fa-caret-down` option is chosen instead. " "This setting will **only** show records that match *all* the rules contained" " inside the form." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:98 msgid "Contact method" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:101 msgid "" "The instruction below is not necessary, however, it's highly recommended to " "add a set contact value to the report's search criteria. A lot of spam, " "duplicate, or low quality leads can easily be screened out of the report " "simply by adding either a set :guilabel:`Phone` or :guilabel:`Email` rule." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:106 msgid "" "Add another :guilabel:`New rule` to the form and set the first field to the " "first field to :guilabel:`Phone`. Then, select :guilabel:`is set` from the " "drop-down menu in the second field. Selecting this operator **only** filters" " for records that have a phone number associated with the lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:111 msgid "" "Alternatively (or in addition to the above rule), click :guilabel:`New rule`" " and set the first field to :guilabel:`Email`. Then, select :guilabel:`is " "set` from the drop-down menu in the second field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:114 msgid "" "These rules add only leads with an associated contact method to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:119 msgid "Active status" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:121 msgid "" "Click the :icon:`fa-sitemap` :guilabel:`(Add branch)` icon to the right of " "the `Phone is set` line, to add a new rule that branches from the rules " "above." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:124 msgid "" "Two horizontal sets of fields appear below a line showing :guilabel:`any` " ":icon:`fa-caret-down` :guilabel:`of:` option. This setting filters for " "records that match **any** of the rules contained inside. This uses the same" " logic as an OR (`|`) logical operator." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:128 msgid "" "Set the first field to :guilabel:`Active`. Then, select :guilabel:`is set` " "in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:130 msgid "" "Next, click the :icon:`fa-plus` :guilabel:`(Add New Rule)` button next to " ":guilabel:`Active is set` to create a new line of fields beneath it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:133 msgid "" "Set the first field to :guilabel:`Active`. Then, select :guilabel:`is not " "set` in the next field." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst-1 msgid "Use Active to include active status in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:139 msgid "This rule adds the activity status of the lead to the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:142 msgid "" "Active status is an important filter to include when creating a lead " "distribution report because it includes **all** leads regardless of won/lost" " or active/inactive status in the report. This provides a comprehensive view" " of all the leads assigned to each sales member." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:147 msgid "Group by" msgstr "分組" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:149 msgid "" "Once all filters are set, click the :guilabel:`Add` button to add these " "filters to the search bar. To have the report grouped appropriately, click " "the :icon:`fa-caret-down` :guilabel:`(down caret)` icon, to the right of the" " search bar, and click :guilabel:`Salesperson` in the :guilabel:`Group By` " "section. All results are now grouped by the salesperson assigned to each " "lead." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:154 msgid "" "Once the rules for the filter are set, click the purple :guilabel:`Confirm` " "button at the bottom of the pop-up menu to save the custom filter and close " "the pop-up menu." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:157 msgid "" "The :guilabel:`Pipeline Analysis` dashboard is now displayed again with each" " filter rule in the search bar." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:160 msgid "" "Click the :icon:`fa-area-chart` :guilabel:`(Graph)` icon, to the right of " "the search bar, to view the report as a bar chart. Alternatively, click the " ":icon:`oi-view-list` :guilabel:`(List)` icon to view leads in a grouped " "list." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:165 msgid "" "To save the filter so it can easily be re-applied, click the :guilabel:`Save" " current search` button in the :guilabel:`Favorites` section of the search " "bar drop-down menu." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:168 msgid "" "Next, type a name for the filter in the text box below. Check the " ":guilabel:`Shared` checkbox to have the filter shared with any user with " "access to the pipeline. Finally, click the purple :guilabel:`Save` button " "below to save the filter." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:172 msgid "" "The filter will now appear with the name it was given under the " ":guilabel:`Favorites` section of the drop-down menu and can be re-applied by" " clicking on it." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:176 msgid "Filter for quality leads" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:178 msgid "" "The following additional conditions are provided as an example of a *good*, " "but *not comprehensive*, set of rules for finding quality leads. These " "filters should be applied on top of the :ref:`crm/track_leads/essential-" "filters` in the order specified to achieve a heavily-detailed filter." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:183 msgid "" "**Referred-by:** Filter for referrals, such as by appointment or sales " "member." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:184 msgid "" "**Source:** Filter for specific source UTMs, such as Facebook or LinkedIn." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:185 msgid "**Notes:** Filter for internal notes." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:186 msgid "**Tags:** Filter for categorical tags." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:187 msgid "" "**Email:** Filter for specific email domains, such as gmail.com or " "yahoo.com." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:188 msgid "" "**Salesperson:** Filter for leads associated with certain sales members." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:190 msgid "" "These conditions can be added, removed, or modified to best fit the desired " "information in the report." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:194 msgid ":ref:`quality_leads_report/add-quality-rules`" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_distribution_report.rst:195 msgid ":doc:`../../../essentials/search`" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "利用「預測評分」分配潛在客戶" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5 msgid "" "The Odoo *CRM* app can automatically assign leads/opportunities to sales " "teams and salespeople. A standard practice is to assign leads based on the " "probability of winning each lead. Companies can prioritize the leads that " "are more likely to result in successful deals by quickly assigning them to " "the appropriate salespeople." msgstr "" "Odoo *客戶關係* " "應用程式可以自動將潛在客戶/銷售機會，分配給銷售團隊及銷售人員。標準做法是根據每個潛在客戶的贏得機率，去分配潛在客戶。你可快速將潛在客戶分配給適當的銷售人員，以優先處理較大可能成交的潛在客戶。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10 msgid "" "Odoo automatically calculates the probability of winning each lead using a " "method called *predictive lead scoring*." msgstr "Odoo 使用一種稱為「預測潛在客戶評分」的方法，自動計算每個潛在客戶的贏得機率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "預測潛在客戶評分" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16 msgid "" "Predictive lead scoring is a machine-learning model that uses historical " "data from Odoo *CRM* to score open leads/opportunities." msgstr "預測潛在客戶評分是一種機器學習模型，使用 Odoo *客戶關係* 應用程式的歷史資料，對開放潛在客戶/銷售機會進行評分。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19 msgid "" "As a company processes opportunities through the CRM pipeline, Odoo collects" " data on which opportunities are won and lost. Predictive lead scoring uses " "this data to predict the probability of winning each new lead or " "opportunity." msgstr "" "公司透過客戶關係管道處理銷售機會時，Odoo 會收集贏得及損失銷售機會的數據。預測潛在客戶評分會使用這些數據，預測每個新的潛在客戶或銷售機會的贏得機率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23 msgid "" "The more opportunities that are sent through the CRM pipeline, the more data" " Odoo collects, resulting in more accurate probabilities." msgstr "傳送至客戶關係管道的銷售機會越多，Odoo 收集的數據就越多，計算出的機率便較準確。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "具體來說，Odoo 是使用 *單純貝氏* 機率模型，去預測潛在客戶評分：" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28 msgid "" "\\begin{equation}\n" "P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n" "\\end{equation}\n" "\n" msgstr "" "\\begin{equation}\n" "P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n" "\\end{equation}\n" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 msgid "Breaking down the equation:" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:35 msgid "P(A|B) = The probability of a successful lead *in this case*" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:36 msgid "" "P(A) = The overall probability of a lead being successful regardless of the " "conditions" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:37 msgid "" "P(B|A) = The probability of this being the case given a lead is successful" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:38 msgid "P(B) = The probability of this being the case" msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 msgid "" "The term *in this case* refers to the variables that can affect a lead being" " successful in Odoo. This can include variables such as the assigned " "Salesperson, the source of the lead, the language of the lead, and other " "historical and demographic data." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 msgid "" "Which variables are considered in this calculation can be :ref:`configured " "` to tailor the calculation to each business's " "needs." msgstr "" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:47 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" " through the CRM pipeline." msgstr "每個銷售機會的成功機率，會顯示在銷售機會表單上，並會隨著銷售機會在客戶關係管道中的進展，而自動更新。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The probability of success displayed on the opportunity form." msgstr "銷售機會表單上顯示的成功機率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:54 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "銷售機會進入下一階段時，會根據預測潛在客戶評分演算法，自動增加成功機率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "在 Odoo *客戶關係* 中，預測潛在客戶評分會一直啟用，但你可在設定中自訂計算成功機率所用的變數。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " ":guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update " "Probabilities` button." msgstr "" "若要自訂預測潛在客戶評分所使用的變數，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 設定`。在 " ":guilabel:`預測潛在客戶評分` 之下，按一下 :guilabel:`更新機率` 按鈕。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:69 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." msgstr "然後，按一下下拉式選單，以選擇預測潛在客戶評分功能將考慮哪些變數。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "預測潛在客戶評分設定中的更新機率視窗。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "Any number of the following variables can be activated:" msgstr "你可隨意啟用一項或多項以下變數：" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:78 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr ":guilabel:`州/省`：銷售機會源自的州/省/縣/區" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`國家/地區`：銷售機會源自的國家/地區" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:80 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr ":guilabel:`電話資料`：銷售機會是否有列出電話號碼" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:81 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr ":guilabel:`電郵資料`：銷售機會是否有列出電郵地址" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr ":guilabel:`來源`：銷售機會的來源（例如：搜尋引擎、社交媒體）" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:83 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`語言`：銷售機會中列明使用的交談語言" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`標籤`：銷售機會上設定的標籤" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:87 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " "team that is assigned to an opportunity. Predictive lead scoring *always* " "takes into account these two variables, regardless of which optional " "variables are selected." msgstr "" "變數 `階段` 及 `團隊` 會一直生效。`階段` 是指銷售機會所在的客戶關係管道階段。`團隊` " "指銷售機會分配予的銷售團隊。無論選擇哪些可選變數，預測潛在客戶評分 *始終* 會考慮這兩個變數。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "之後，可按一下 :guilabel:`考慮以下日期後建立的潛在客戶` 選項旁邊的日期欄位，以選擇預測潛在客戶評分開始計算的日期。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:95 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "最後，按一下 :guilabel:`確認` 儲存變更。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:98 msgid "Change the probability manually" msgstr "手動更改機率" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:100 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "你可在銷售機會表單上，手動更改機會的成功機率。按一下機率數字，以進行編輯。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:104 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "手動更改機率會移除該銷售機會的自動機率更新功能。此後，當銷售機會經過管道的每個階段時，機率都不會再自動更新。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." msgstr "若要重新啟動自動機率，請按一下機率百分比旁邊的齒輪圖示。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The gear icon used to reactivate automatic probability on an opportunity " "form." msgstr "齒輪圖示用作重新啟動銷售機會表單上的自動計算機率功能。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "Assign leads based on probability" msgstr "根據機率分配潛在客戶" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:117 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " "probability of success to prioritize those that are more likely to result in" " deals." msgstr "" "Odoo *客戶關係* " "可根據指定規則，向銷售團隊及銷售人員分配潛在客戶/銷售機會。你可根據潛在客戶的成功機率，建立分配規則，以優先處理較有可能達成交易的潛在客戶。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:122 msgid "Configure rule-based assignment" msgstr "配置按規則分配設定" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:124 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" "要啟動 *按規則分配*，請前往 :menuselection:`客戶關係應用程式 --> 配置 --> 設定`，然後啟動 " ":guilabel:`按規則分配`。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:127 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " ":guilabel:`Repeatedly`, meaning Odoo will automatically trigger the " "assignment according to the chosen time period." msgstr "" "按規則分配的功能可設定為 :guilabel:`手動` 運行，即必須由 Odoo 使用者手動觸發分配，或設為 :guilabel:`重複` 運行，即由 " "Odoo 根據所選時間段，自動觸發分配。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:131 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" " automatic assignment in the :guilabel:`Repeat every` section." msgstr "" "若要設定自動潛在客戶分配，請在 :guilabel:`運行` 部份選擇 :guilabel:`重複`。然後，在 :guilabel:`重複頻率` " "部份，自訂 Odoo 觸發自動分配的頻率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "客戶關係應用程式設定中，按規則分配的設定。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " "the :guilabel:`Rule-Based Assignment` settings (or using the " ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" "即使按規則分配設為 :guilabel:`重複` 運行，你仍可手動觸發分配。方法是使用 :guilabel:`按規則分配` " "設定中的圓形箭頭圖示，或使用銷售團隊配置頁面中的 :guilabel:`分配潛在客戶` 按鈕。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:144 msgid "Configure assignment rules" msgstr "配置分配規則" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." " To get started, navigate to :menuselection:`CRM --> Configuration --> Sales" " Teams`, and select a sales team." msgstr "" "之後，為每個銷售團隊及/或銷售人員配置 *分配規則*。這些規則決定 Odoo 將哪些潛在客戶分配給哪些人員。首先，前往 " ":menuselection:`客戶關係應用程式 --> 配置 --> 銷售團隊`，並選擇一個銷售團隊。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:150 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " "determine lead assignment for this sales team. The rules can include " "anything that may be relevant for this company or team, and any number of " "rules can be added." msgstr "" "在銷售團隊配置表單的 :guilabel:`分配規則` 下，按一下 :guilabel:`編輯搜尋範圍` 以設定 Odoo " "為該銷售團隊分配潛在客戶所使用的規則。規則可包括與該公司或團隊相關的任何內容，亦可加入任何數目的規則。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:155 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" "按一下 :guilabel:`新增篩選器` 以開始建立分配規則。按一下分配規則右方的 :guilabel:`+` 號可新增另一行。按一下 " ":guilabel:`x` 符號以刪除該行。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:159 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "若要根據銷售機會的成功機率建立分配規則，請在分配規則行最左側的下拉式選單，選擇 :guilabel:`機率`。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:162 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "從中間的下拉式選單中，選擇所需的方程式符號：最常用的是 *大於* 、 *小於* 、 *大於或等於* 以及 *小於或等於* 符號。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:165 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "在最右側的空間中，輸入所需的機率數值。最後，按一下 :guilabel:`儲存` 以儲存變更。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:169 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" " line that reads: `Probability >= 20`." msgstr "" "假設你想設定一個分配規則，使銷售團隊收到成功機率 20% 或更高的潛在客戶，你便應建立一個 :guilabel:`搜尋範圍` 資料行，內容為：`機率 " ">= 20`。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0 msgid "" "Sales team domain set to probability greater than or equal to twenty " "percent." msgstr "銷售團隊搜尋範圍設定為大於或等於百分之二十的機率。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:176 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " "the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click" " :guilabel:`Save` to save changes." msgstr "" "你亦可為不同團隊成員個別配置獨立的分配規則。在銷售團隊配置頁面中的 :guilabel:`成員` 標籤中，按一下該名團隊成員，然後編輯 " ":guilabel:`搜尋範圍` 部份。按一下 :guilabel:`儲存` 以儲存變更。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:180 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " "assignment`. Check this box to omit a particular sales team or salesperson " "from being assigned leads automatically by Odoo's rule-based assignment " "feature. If :guilabel:`Skip auto assignment` is activated, the sales team or" " salesperson can still be assigned leads manually." msgstr "" "如果在設定中配置了自動潛在客戶分配，銷售團隊及各成員都可選擇 :guilabel:`跳過自動分配`。勾選此方格，可對特定銷售團隊或銷售人員，忽略\n" "由 Odoo 按規則分配功能所自動分配的潛在客戶。即使啟動了 :guilabel:`跳過自動分配`，銷售團隊或銷售人員仍可手動分配潛在客戶。" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:186 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " "assign any leads that are currently unassigned and match this team's " "specified domain." msgstr "" "若要手動將潛在客戶分配給該銷售團隊，請在銷售團隊配置頁面頂部，按一下 :guilabel:`分配潛在客戶` " "按鈕。此操作會將任何目前未分配、而且與該團隊的指定搜尋範圍相符的潛在客戶，分配予團隊。" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:3 msgid "Marketing attribution reports" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:5 msgid "" "Use the Odoo *CRM* app to compile a *marketing attribution report*, which " "analyzes the source of leads, and groups them in such a way as to calculate " "marketing's overall impact on lead generation, attribution, won rate, and " "more." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:10 msgid "Leads Analysis dashboard" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:12 msgid "" "Begin by navigating to the :guilabel:`Leads Analysis` dashboard by going to " ":menuselection:`CRM app --> Reporting --> Leads`." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:16 msgid "" "Reports can also be run on the :menuselection:`CRM app --> Leads` dashboard," " which is **only** accessible if the *Leads* feature has been activated on " "the *Settings* page." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:19 msgid "" "If the *Leads* feature has **not** been activated, the :menuselection:`CRM " "app --> Sales --> My Pipeline` dashboard can also be used to run reports." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:22 msgid "" "Both dashboards contain the necessary *Filters* and *Group By* criteria to " "run an attribution report." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:26 msgid ":doc:`Convert leads into opportunities <../acquire_leads/convert>`" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:27 msgid ":doc:`Create leads <../acquire_leads/email_manual>`" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "" "Open the CRM app and click on the Reporting tab at the top of the page, then" " click Leads." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:33 msgid "" "The :icon:`fa-area-chart` :guilabel:`(graph)` view is shown, by default, " "with :guilabel:`Active or Inactive` and :guilabel:`Created on: [current " "year]` filters active in the :guilabel:`Search...` bar. The graph " "visualization displays the number of leads generated, by month and by sales " "team, with each sales team attributed to its own color per month shown." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:38 msgid "" "Switch the view to the :icon:`oi-view-list` :guilabel:`(list)` option, by " "clicking the respective icon located at the top-right of the dashboard. This" " allows leads to easily be displayed in the grouping set by the *Group By* " "parameters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "" "Click the button with four horizontal lines on the top right of the Leads " "Analysis page." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:47 msgid "Add UTM parameters" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:49 msgid "" "*Urchin Tracking Modules (UTMs)* are snippets of text embedded in URLs that " "are used to track visitor data. This includes parameters relating to how a " "visitor reached the link, such as the type of website visited, and/or " "marketing campaign the visit came from." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:53 msgid "" "Odoo can use these UTMs as parameters in the marketing attribution report to" " track the metrics and performance of marketing campaigns." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:57 msgid "Create UTMs" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:59 msgid "" "The :doc:`link tracker <../../../websites/website/reporting/link_tracker>` " "in Odoo can be used to create and configure UTMs." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:62 msgid "" "UTMs can also be automatically generated by the :doc:`Email Marketing " "<../../../marketing/email_marketing>` and :doc:`Marketing Automation " "<../../../marketing/marketing_automation>` apps." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:66 msgid "" "The UTM parameters used in a marketing attribution report are *Medium*, " "*Source*, and *Campaign*, in descending order of coverage." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:69 msgid "" "*Medium* is the UTM with the widest coverage, and is used to identify the " "medium used to access the link. This can include mediums such as social " "media, email, or cost per click (CPC)." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:71 msgid "" "*Source* is more narrow, and is used to identify the source of traffic. For " "example, the name of a website, search engine used, or a specific social " "media platform." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:73 msgid "" "*Campaign* is the most narrow, and can track specific marketing campaigns by" " name. This can include a contest or product name, type of sale, etc." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:79 msgid "" "To start creating a report, click the :icon:`fa-caret-down` :guilabel:`(down" " arrow)` to the right of the :guilabel:`Search...` bar to see the list of " "filtering and grouping parameters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:82 msgid "" ":guilabel:`Filters`, located in the left column of the search options, can " "be used to keep only the results that fit the filter. For example, selecting" " the :guilabel:`Won` filter only shows leads that have been won in the " "attribution report." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:86 msgid "" ":guilabel:`Group By`, found in the middle column, is used to organize the " "results into groups, and can be used with or without filters." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "Select any number of filters and groups in the search options." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:94 msgid "" "Setting multiple :guilabel:`Group By` options creates nested groups, " "according to which option is selected first. For example, selecting " ":guilabel:`Medium`, followed by :guilabel:`Source`, and then " ":guilabel:`Campaign`, in :guilabel:`Group By` column, sorts all results " "*first* by medium, *then* by the specific sources in each medium, followed " "by the campaigns in each source." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:99 msgid "" "This can be verified by looking at the direction, and order, of the " "selections in the group tile that appears in the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:0 msgid "" "The text in the tile is `Country > City`, showing that city is a subgroup of" " country." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:107 msgid "For a useful first report:" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:109 msgid "" "#. From the :guilabel:`Filters` column, select the :guilabel:`Active` filter" " to view only leads that are still marked as active. #. From the " ":guilabel:`Group By` column, select (in this specific order) " ":guilabel:`Source`, followed by the :guilabel:`City` or :guilabel:`Country`," " depending on which grouping is more relevant." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "Each lead is now sorted by source, followed by city or country." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:119 msgid "" "This report contains all active leads, grouped first by the source of the " "lead, then by the city or country each lead is from. This is useful to see " "the density of active opportunities sorted by location." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:123 msgid "" "With this data, marketing campaigns, such as conferences or billboards, can " "be targeted to the locations generating the largest amount of potential " "revenue. Similarly, more attention can be put toward increasing outreach in " "locations where existing marketing campaigns are less effective." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:129 msgid "Export reports" msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:131 msgid "" "To set the measures of the report, begin by navigating to the :icon:`oi-" "view-pivot` :guilabel:`(pivot view)` on the :guilabel:`Leads Analysis` " "dashboard." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:134 msgid "" "Click the :guilabel:`Measures` button to view the available measures of the " "report. Select the desired measures from the drop-down menu (multiple " "measures can be selected), and verify the measures, filters, and groups are " "all displayed correctly in the pivot table. This ensures the data is ready " "for export." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:139 msgid "" "To quickly export the data in a list, as a .xlsx file, navigate to the " ":icon:`oi-view-list` :guilabel:`(list view)`. Click on the " ":guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` icon, located to the " "right of :guilabel:`Lead Analysis` in the top-left of the page, and click " ":icon:`fa-upload` :guilabel:`Export All`. The report downloads automatically" " as a .xlsx file." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:144 msgid "" "For more export options, the report can be exported to the Odoo *Documents* " "app. From the :icon:`oi-view-list` :guilabel:`(list view)` of " ":guilabel:`Leads Analysis` page, begin by clicking the :guilabel:`Actions` " ":icon:`fa-cog` :guilabel:`(gear)` icon again. Now, navigate to :icon:`fa-" "table` :guilabel:`Spreadsheet`, and click :icon:`oi-view-list` " ":guilabel:`Insert list in spreadsheet`. A pop-up window titled, " ":guilabel:`Select a spreadsheet to insert your list.` appears." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:150 msgid "" "The report can be renamed using the `Name of the list` field, if desired. " "The number of items on the report can be set with the field labeled: `Insert" " the first _ records of the list`. Next, select either a new " ":guilabel:`Blank spreadsheet`, or export into an existing spreadsheet. " "Finally, click the :guilabel:`Confirm` button." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst-1 msgid "" "Set the name, number of records, and location of the export in the option " "menu." msgstr "" #: ../../content/applications/sales/crm/track_leads/marketing_attribution.rst:159 msgid "" "To export the report as a .xlsx file, for use in an external spreadsheets " "program, click the :guilabel:`Actions` :icon:`fa-cog` :guilabel:`(gear)` " "icon, and select the :icon:`fa-upload` :guilabel:`Export All` option. If " "prompted, choose a file location, name the file, then click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:3 msgid "Quality leads report" msgstr "優質潛在客戶報告" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:5 msgid "" "A *quality lead* is a lead that is likely to result in a sale. It should " "match the characteristics most commonly believed to help salespeople close a" " deal, in addition to more precise criteria that is specific to each " "organization." msgstr "" "*優質潛在客戶* 是指有較大機會成交的潛在客戶。此類潛在客戶應該符合最常被認為可以幫助銷售人員完成交易的特徵，以及每間公司特有的更精確準則。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:10 msgid "" "The specific criteria that defines a *quality lead* is different for every " "organization. For more information, see :ref:`Define a quality lead " "`." msgstr "" "每間公司定義 *優質潛在客戶* 的具體準則，都會不同。想知更多詳情，請參閱 :ref:`定義優質潛在客戶 `。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:13 msgid "" "A quality leads *report* compares how many quality leads each salesperson " "has received over a specific amount of time, such as within the past 30 " "days. Sales managers can use such a report to make more informed decisions " "when assigning new leads to their team" msgstr "" "優質潛在客戶的 *報告* 會比較每位銷售人員在特定時間內（例如過去 30 " "天內）收到的優質潛在客戶的數量。銷售經理可運用此類報告，為團隊分配新的潛在客戶時，作出更明智決策。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:18 msgid "" "A sales manager pulls a quality leads report using their company's criteria:" msgstr "銷售經理可使用自己公司的準則，去編製優質潛在客戶報告：" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:20 msgid "Leads must include a phone number and an email address." msgstr "潛在客戶在記錄上必須有電話號碼及電郵地址。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:21 msgid "The email address must be from a professional domain." msgstr "電郵地址必須屬於工作/專業網域。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:22 msgid "" "The source for the lead must be from a live chat conversation or an " "appointment with a salesperson." msgstr "潛在客戶來源必須是來自線上客服對話，或與銷售人員的預約。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:25 msgid "" "After running the report, the manager can see that, although everyone's " "ability to close a deal has varied, some members of the sales team have " "received a higher number of quality leads than others." msgstr "製作報告後，經理便可看到，雖然每個人完成交易的能力各有不同，但銷售團隊中某些成員會比其他成員獲得較多的優質潛在客戶。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "An example of a quality leads report in the Odoo CRM application." msgstr "Odoo 客戶關係應用程式中的優質潛在客戶報告示例。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:33 msgid "" "Using this information, the sales manager may decide to assign more quality " "leads to the sales people currently on the lower end, to balance out the " "distribution of quality leads." msgstr "有了這些資訊，銷售經理可決定將更多的優質潛在客戶，分配給目前達標率較低的銷售人員，以平衡編配優質潛在客戶。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:39 msgid "Create a quality leads report" msgstr "建立優質潛在客戶報告" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:41 msgid "" "To create a quality leads report, first navigate to :menuselection:`CRM app " "--> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` " "dashboard. Click into the :guilabel:`Search...` bar at the top of the page " "and remove any active filters." msgstr "" "要建立優質潛在客戶報告，請先前往 :menuselection:`客戶關係應用程式 --> 報告 --> 管道`，以開啟 " ":guilabel:`管道分析` Dashboard。在該頁面頂部，按一下 :guilabel:`搜尋⋯` 列，並移除所有生效的篩選器。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:45 msgid "" "Click the :guilabel:`🔻(triangle pointed down)` icon to the right of the " ":guilabel:`Search...` bar to open the drop-down mega menu that contains " ":guilabel:`Filters`, :guilabel:`Group By`, and :guilabel:`Favorites` " "columns. Click :guilabel:`Add Custom Filter`. This opens a :guilabel:`Add " "Custom Filter` pop-up window." msgstr "" "按一下 :guilabel:`搜尋⋯` 列右側的 :guilabel:`🔻 （向下三角形）` 圖示，可開啟包含 " ":guilabel:`篩選器`、:guilabel:`分組依據` 及 :guilabel:`最愛` 直欄的下拉式大型選單。按一下 " ":guilabel:`新增自訂篩選器`，系統會顯示 :guilabel:`新增自訂篩選器` 彈出視窗。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:50 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:65 msgid "" "The :guilabel:`Add Custom Filter` pop-up window allows for the creation of " "more specific filters." msgstr ":guilabel:`新增自訂篩選器` 彈出視窗內，可建立更仔細的篩選器。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:55 msgid "" "In order to generate a quality leads report, filters need to be created for " "the following conditions:" msgstr "若要產生優質潛在客戶報告，你需要對以下條件建立篩選器：" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:58 msgid "" ":ref:`Starting date `: limits results to" " those created within a specific time frame." msgstr ":ref:`開始日期 `：將結果限制為在特定時間範圍內建立的項目。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:60 msgid "" ":ref:`Specific sales teams `: limits " "results to only include leads for one or more sales teams. This filter is " "optional and should not be included if the is intended for the entire " "company." msgstr "" ":ref:`特定銷售團隊 `：將結果限制為只包括某個或某幾個銷售團隊的潛在客戶。此篩選器屬可選項目，如果想搜尋整間公司的結果，便不應使用此篩選器。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:63 msgid "" ":ref:`Exclude unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" ":ref:`排除未分配的潛在客戶 `：排除未有指定銷售人員的潛在客戶。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:65 msgid "" ":ref:`Include archived leads `: ensures" " that both active and inactive leads are included in the results." msgstr "" ":ref:`包括已封存的潛在客戶 `：確保生效及已停用的潛在客戶都包括在結果內。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:67 msgid "" ":ref:`Add rules for quality leads `:" " includes or excludes results based on criteria that is specific to a " "company or sales team." msgstr "" ":ref:`加入適用於優質潛在客戶的規則 `：根據公司或銷售團隊特有的準則，包含或排除部份結果。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140 msgid "" "An example of the Custom Filter pop-up window with all of the rules " "configured." msgstr "配置了所有規則的「自訂篩選器」彈出視窗例子。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:74 msgid "" "An example of the *Custom Filter* pop-up window with all of the default " "rules configured." msgstr "配置了所有預設規則的 *自訂篩選器* 彈出視窗的示例。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:79 msgid "Add a starting date filter" msgstr "新增開始日期篩選器" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:81 msgid "" "Begin by first defining the rule's parameter with a date range, by clicking " "into the first field, on the left of the row, and typing `Created On` in the" " :guilabel:`Search...` bar, or by scrolling through the menu's list to " "locate it." msgstr "" "首先以一個日期範圍，定義為規則的參數。方法是在列的左側按下第一個欄位，然後在 :guilabel:`搜尋⋯` 列中，輸入 " "`建立時間`，或捲動選單列表找出此項。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:85 msgid "" "In the rule's operator drop-down menu, define the parameter further by " "selecting either:" msgstr "在規則的運算符下拉式選單中，透過選擇以下任何一項，去進一步定義參數：" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:87 msgid "" ":guilabel:`>= (greater than or equal to)` to specify a start date and " "include all entries *after* that start date (as well as the initial value " "itself); or" msgstr ":guilabel:`>= （大於或等於）`，以指定一個開始日期，並包含該開始日期 *之後* （以及在該日）的所有項目；或" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:89 msgid "" ":guilabel:`is between` to more sharply define a time frame with a clear " "start and end date. All matching entries that fit within the defined start " "and end dates are included in the report." msgstr ":guilabel:`介乎`，以更明確定義一個具有確切開始及結束日期的時間範圍。所有符合所定義開始及結束日期的項目，都會包括在報告內。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:92 msgid "" "With either option, use the pop-up calendar's day and time pickers, in the " "far right field, to define the respective date range. Setting these values " "concludes the creation of the first rule." msgstr "無論選用哪一個選項，你都可使用最右側欄位內的彈出日曆，使用日期及時間選取器，定義對應的日期範圍。設定完這些值後，便完成建立第一條規則。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:98 msgid "Add a sales team filter" msgstr "新增銷售團隊篩選器" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:101 msgid "" "This filter is optional. To view results for the entire company, do **not** " "add this filter." msgstr "此篩選器是可選項目。要查看整間公司的結果，請 **不要** 加入此篩選器。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:107 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:129 msgid "" "In the rule's second field, select :guilabel:`is in` from the drop-down " "menu. Selecting this operator limits results to the sales teams selected in " "the next field." msgstr "在規則的第二個欄位，從下拉式選單選擇 :guilabel:`存在於`。選擇此運算符會將結果限制至只限特定銷售團隊（在下一個欄位中選擇）。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:110 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:132 msgid "" "Lastly, in the third field, select the desired sales team from the drop-down" " menu. Multiple teams can be added in this field, where each parameter is " "treated with an \"or\" (e.g. \"any\") operator in the search logic." msgstr "" "最後，在第三個欄位中，從下拉式選單選擇所需的銷售團隊。此欄位可加入多個團隊，搜尋邏輯會使用「或」運算子（例如：選擇「任何」）處理當中的所有參數。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:119 msgid "" "Next, add a :guilabel:`New Rule`. Then, click into the first field for the " "new rule, and type `Salesperson` in the :guilabel:`Search...` bar, or scroll" " to search through the list to locate it." msgstr "" "之後，加入一個 :guilabel:`新規則`，然後按一下新規則的第一個欄位，並在 :guilabel:`搜尋⋯` 列中，輸入 " "`銷售人員`，或捲動列表找出此項。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:122 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:113 msgid "" "In the rule's second field, select :guilabel:`is set` from the drop-down " "menu. Selecting this operator excludes any leads not assigned to a specific " "salesperson." msgstr "在規則的第二個欄位中，從下拉式選單選擇 :guilabel:`已設定`。選擇此運算符會排除任何未分配予特定銷售人員的潛在客戶。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:128 msgid "Include archived leads" msgstr "包括已封存的潛在客戶" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:131 msgid "" "This filter is also optional, as it adds archived (inactive) leads to the " "report, however it is recommended to include this since it pulls *all* " "assigned leads, regardless of status, into the report. This ensures a more " "accurate representation of assigned leads is captured. However, to pull a " "report that only includes active leads, do **not** activate this feature." msgstr "" "此篩選器亦是可選項目，因為它會把已封存（非生效中）的潛在客戶，加入至報告中，但仍建議使用時包括此篩選器，因為它會把 *所有* " "已分配的潛在客戶（不論其狀態）加入報告中。這可確保能夠更準確考慮已獲分配的潛在客戶。但是，如果想報告只包括生效的潛在客戶，請 **不要** 啟動此功能。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:136 msgid "" "Next, in the upper-right corner of the :guilabel:`Add Custom filter` pop-up " "window, move the :guilabel:`Include archived` toggle to active." msgstr "之後，在 :guilabel:`新增自訂篩選器` 彈出視窗右上角，將 :guilabel:`包括已封存` 切換至生效。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst-1 msgid "" "The Add Custom Filter pop-up with emphasis on the Include Archived toggle." msgstr "「新增自訂篩選器」彈出窗口，焦點放在「包括已封存」切換按鈕。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:143 msgid "Enabling this feature adds archived (inactive) leads to the report." msgstr "啟用此功能會將已封存（非生效狀態）的潛在客戶，新增至報告內。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:148 msgid "Add rules for quality leads" msgstr "為優質潛在客戶新增規則" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:150 msgid "" "The filters added in this step vary, based on how an organization defines a " "*quality lead*." msgstr "此步驟加入的篩選器會因應情況而有所不同，視乎公司如何界定「優質潛在客戶」。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:155 msgid "Define a quality lead" msgstr "定義優質潛在客戶" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:157 msgid "" "As defined earlier, a *quality lead* is a lead that is likely to result in a" " won opportunity. Although the exact criteria for a quality lead varies from" " organization to organization, it is often a combination of factors commonly" " attributed to positive sales outcomes, in addition to factors valued by the" " specific organization." msgstr "" "如上文所述，「優質潛在客戶」是指較大機會贏得成交的潛在客戶。雖然不同公司對優質潛在客戶的確切標準都有不同，但除了個別公司特別重視的因素外，「優質」的準則通常是一組特定因素的組合，而成功或正面的銷售成果背後，往往可以歸因於這些因素。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:162 msgid "" "In addition to the basic filters and grouping options outlined in the " "general :ref:`Quality leads report `, consider the following filters when defining a quality lead:" msgstr "" "除了一般 :ref:`優質潛在客戶報告 ` " "內概述的基本篩選器及分組選項外，你在定義優質潛在客戶時，不妨也考慮以下篩選條件：" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:166 msgid "" ":guilabel:`Email` or :guilabel:`Phone`: the information in these fields can " "help determine whether or not a lead is a professional contact." msgstr ":guilabel:`電郵地址` 或 :guilabel:`電話`：這些欄位中的資訊，有助確定潛在客戶是否專業聯絡人。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:168 msgid "" ":guilabel:`Source`: this field links to the marketing and lead generation " "efforts from other Odoo applications, including *Live Chat*, *Social " "Marketing*, and *Email Marketing*." msgstr "" ":guilabel:`來源`：此欄位連結至其他 Odoo 應用程式（包括 *線上客服* 、 *社交媒體推廣* 及 *電郵推廣* " "）的市場推廣及潛在客戶生成工作。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:170 msgid "" ":guilabel:`Stage`: this filter can be used to eliminate or target leads that" " have reached specific stages." msgstr ":guilabel:`階段`：可用作排除或找尋已達到指定階段的潛在客戶。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:172 msgid "" ":guilabel:`Medium`: a lead's source can indicate its quality level, as " "various channels have different won rates and expected revenues." msgstr ":guilabel:`媒介`：潛在客戶的來源可反映其質素，因為不同的管道會有不同的贏得成交機率及預計收入。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:174 msgid "" ":guilabel:`Campaign`: adding this filter helps track of the success of " "different marketing efforts to capture high quality leads." msgstr ":guilabel:`推廣活動`：加入此篩選器有助追蹤不同行銷工作有多成功，以捕捉高質素的潛在客戶。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:176 msgid "" ":guilabel:`Lost Reason`: exclude leads that may appear to be quality based " "on various criteria, but have been marked as *lost* for specified reasons." msgstr ":guilabel:`損失原因`：排除按各種標準看似優質，但因指定原因標記為「已損失」的潛在客戶。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:178 msgid "" ":guilabel:`Tags`: include or exclude results based on one or more customized" " tags." msgstr ":guilabel:`標籤`：根據一個或多個自訂標籤，包含或排除結果。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:181 msgid "" "When adding rules to a custom filter, keep the statements preceding each " "rule in mind. The statement above a rule determines whether the search " "results must match **all** of the rules below the statement, or **any** of " "the rules below the statement." msgstr "" "為自訂篩選器加入規則時，請留意每項規則前面的陳述。在規則上方的語句，將決定搜尋結果是否必須符合該語句下方的 **所有** 規則，還是只需符合 " "**任何** 規則。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "" "Close up of the match rule options on a add custom filter pop-up window." msgstr "新增自訂篩選器彈出視窗內，各項規則符合選項的特寫。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:190 msgid "View the report" msgstr "檢視報告" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:0 msgid "" "Close up on the match all rules option on the add a custom filter pop-up " "window." msgstr "新增自訂篩選器彈出視窗內，「符合所有規則」選項的特寫。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:202 msgid "" "After the filters are configured, click :guilabel:`Add`. The default display" " for the report is a bar graph, where the leads are grouped by *stage*." msgstr "完成配置篩選器後，按一下 :guilabel:`新增`。報告的預設顯示模式，是將潛在客戶按 *階段* 分組的棒形圖。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:205 msgid "" "To group the results by salesperson, click the :guilabel:`🔻(triangle pointed" " down)` icon to the right of the :guilabel:`Search...` bar to open the drop-" "down mega menu. Under the :guilabel:`Group By` heading, select " ":guilabel:`Salesperson`. In the same column, under the :guilabel:`Group By` " "heading, click :guilabel:`Add a Custom Group`, then select " ":guilabel:`Active` on the resulting drop-down menu to layer in lead " "*status*, under the parent :guilabel:`Salesperson` grouping." msgstr "" "若要按銷售人員將結果分組，請按一下 :guilabel:`搜尋⋯` 列右側的 :guilabel:`🔻 （向下三角形）` 圖示，以開啟下拉式大型選單。在" " :guilabel:`分組依據` 標題下，選擇 :guilabel:`銷售人員`。在同一直欄的 :guilabel:`分組依據` 標題下，按一下 " ":guilabel:`新增自訂分組`，然後在顯示的下拉式選單中，選擇 :guilabel:`生效`，以在母項分組 :guilabel:`銷售人員` " "之下，加入潛在客戶 *狀態* 的分層。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:211 msgid "" "The report now displays the total count of *quality leads* each salesperson " "has received in the designated time period. Because there are layered " ":guilabel:`Group By` filters, the grouped leads are also color-coded to " "identify whether they are *active* or *marked as lost*." msgstr "" "報告現在會顯示每位銷售人員在指定期間內，接收到的 *優質潛在客戶* 的總數。由於有分層的 :guilabel:`分組依據` " "篩選器，已分組的潛在客戶也會以顏色分類，識別它們屬 *生效* 還是 *標記為已損失* 。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:216 msgid "" "To save this search for later, click the :guilabel:`🔻(triangle pointed " "down)` icon next to the :guilabel:`Search...` bar to open the drop-down " "menu. Under the :guilabel:`Favorites` heading, click :guilabel:`Save current" " search`." msgstr "" "若想儲存此搜尋以供日後再用，請按一下 :guilabel:`搜尋⋯` 列旁邊的 :guilabel:`🔻 （向下三角形）` 圖示，以開啟下拉式選單。在 " ":guilabel:`最愛` 標題下，按一下 :guilabel:`儲存目前搜尋`。" #: ../../content/applications/sales/crm/track_leads/quality_leads_report.rst:220 msgid "" "In the drop-down menu, rename the report from the default `Pipeline` label " "to `Quality Leads`, and click :guilabel:`Save`." msgstr "在該下拉式選單中，將報告從預設的 `管道` 標籤重新命名為 `優質潛在客戶`，然後按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/crm/track_leads/resellers.rst:3 msgid "Resellers" msgstr "經銷商" #: ../../content/applications/sales/crm/track_leads/resellers.rst:5 msgid "" "Within Odoo's *CRM* app, leads can be forwarded to resellers (or partners). " "Leads can be manually assigned, or automatically assigned, based on the " "resellers' designated *level* and location." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:11 msgid "" "To utilize the reseller features, the *Resellers* module first needs to be " "installed. Navigate to the :menuselection:`Apps application`, and remove the" " :guilabel:`Apps` filter from the :guilabel:`Search...` bar. Then, search " "for `Resellers`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst-1 msgid "The resellers module in Odoo." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:19 msgid "" "Click :guilabel:`Activate` on the :guilabel:`Resellers` module card that " "appears. Doing so installs the module, and returns to the main Odoo " "dashboard." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:22 msgid "" "After the module is installed, navigate to the :menuselection:`CRM app`. " "Under the :menuselection:`Configuration` menu is a new section, titled " ":guilabel:`Resellers`, with three options beneath it: :guilabel:`Partner " "Levels`, :guilabel:`Partner Activations`, and :guilabel:`Commission Plans`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:30 msgid "Partner levels" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:32 msgid "" "Partner *levels* are used to differentiate between various resellers. To " "view the partner levels, navigate to :menuselection:`CRM app --> " "Configuration --> Resellers: Partner Levels`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:35 msgid "" "On the :guilabel:`Partner Levels` page that appears, there are three default" " levels:" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:37 msgid ":guilabel:`Gold`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:38 msgid ":guilabel:`Silver`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:39 msgid ":guilabel:`Bronze`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:41 msgid "" "New levels can be added, as needed, by clicking :guilabel:`New`, and filling" " out the resulting level form." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:44 msgid "" "Existing levels can also be edited and renamed, if desired, as well. To " "modify a level, select it from the list, and proceed to make any desired " "changes from the level form page that appears." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:47 msgid "" "Level weight is used to decide the probability a partner to be assigned a " "lead or opportunity. On the level form, assign a numerical value (greater " "than zero) to the :guilabel:`Level Weight` field. If the weight is zero, no " "leads are assigned." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:52 msgid "" "*Level Weight* can be assigned on an individual contact record. The weight " "assigned on the individual record overwrites the default weight assigned on " "the level configuration form." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:58 msgid "Partner activations" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:60 msgid "" "Partner *activations* are used to identify the status of a partner. " "Activations are assigned on an individual contact record, and can be used to" " group or filter the *Partnership Analysis* report (:menuselection:`CRM app " "--> Reporting --> Partnerships`)." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:64 msgid "" "To view the partner levels, navigate to :menuselection:`CRM app --> " "Configuration --> Partner Activations`." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:67 msgid "Three activation types are created by default in the *CRM* app:" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:69 msgid ":guilabel:`Fully Operational`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:70 msgid ":guilabel:`Ramp-up`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:71 msgid ":guilabel:`First Contact`" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:73 msgid "" "New partner activations can be added, as needed, by clicking " ":guilabel:`New`, and entering a :guilabel:`Name` on the new line that " "appears. Then, select the desired status in the :guilabel:`Active` column." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:77 msgid "" "Existing partner activations can also be edited and renamed, if desired. To " "rename a status, click the :guilabel:`Name` field of a desired level, and " "enter a new name." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:80 msgid "" "To change the active status of an activation, slide the toggle in the " ":guilabel:`Active` column of the desired activation to the *inactive* " "position." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:87 msgid "The list of default partner activations in the CRM app." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:87 msgid "" "The list of default Partner Activations in the CRM app. The toggle for First" " Contact is in the inactive position, while the rest are active." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:91 msgid "Partner assignments" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:93 msgid "" "After :ref:`partner levels ` and :ref:`partner " "activations ` configured." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:96 msgid "" "To update an individual partner record, navigate to :menuselection:`CRM app " "--> Sales --> Customers`, and click the Kanban card for the desired partner " "to open the customer record." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:99 msgid "On the customer record, click the :guilabel:`Partner Assignment` tab." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:101 msgid "" "Click the :guilabel:`Partner Level` field, and select an option from the " "drop-down menu to assign a level. Click the :guilabel:`Activation` field, " "and select a partner activation type from the drop-down list, if desired. " "Then, click the :guilabel:`Level Weight` field to assign a different level " "weight, if necessary." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:107 msgid "Publish partners" msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:109 msgid "" "With the Odoo *Website* and *Resellers* apps installed, a new webpage " "(`/partners`) is created to display a list of all active partners from the " "*CRM* app." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:112 msgid "" "Next, return to :menuselection:`CRM app --> Sales --> Customers`, and click " "the Kanban card for a partner. From that partner's contact form, click the " ":guilabel:`Go to Website` smart button at the top of the page to open that " "partner's webpage." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:116 msgid "" "Next, click :guilabel:`Edit` at the top-right of the partner's webpage, and " "use the :doc:`building blocks " "<../../../websites/website/web_design/building_blocks>` to add any " "additional design elements, or information about the partner." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:121 msgid "A company summary is a useful addition to this page." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:123 msgid "" "After making any necessary changes to the page, click :guilabel:`Save`. At " "the top of the page, slide the :guilabel:`Unpublished` toggle to the active," " :guilabel:`Published` position, if needed." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst:126 msgid "Repeat these steps for all partners." msgstr "" #: ../../content/applications/sales/crm/track_leads/resellers.rst-1 msgid "" "An example of the partners webpage, displaying available partners by level " "and location." msgstr "" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:3 msgid "Unattended leads report" msgstr "無人處理潛在客戶報告" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:5 msgid "" "*Unattended leads* are leads that have scheduled activities that are either " "due or past due. Whenever an activity is scheduled, Odoo tracks the due " "date, and sends email reminders to the users the activity is assigned to." msgstr "" "*無人處理的潛在客戶* 是指已經安排了活動，而活動已到期或過期的潛在客戶。每當安排活動時，Odoo 都會追蹤到期日，並向獲分配活動的使用者發送電郵提醒。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:9 msgid "" "An *unattended leads report* compiles all active leads in the pipeline with " "due or past due activities, allowing a sales manager to identify which " "opportunities require immediate attention." msgstr "*無人處理潛在客戶報告* 匯集管道中所有生效但活動到期或過期的潛在客戶，讓銷售經理能夠得知，哪些銷售機會需要即時關注。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:12 msgid "" "By pulling a daily unattended leads report, sales managers can remind their " "teams to address outstanding activities before they become past due, helping" " avoid neglected leads and reinforcing proactive behaviors in their " "salespeople." msgstr "透過每日提取無人處理潛在客戶報告，銷售經理可提醒其團隊，在逾期之前處理未完成的活動，有助避免潛在客戶遭忽視，以及強化銷售人員的主動性。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:18 msgid "" "A sales manager starts their day by pulling an unattended leads report, and " "upon switching to list view, they see the following:" msgstr "銷售經理可在每天開始工作時，提取無人處理潛在客戶報告。切換至列表檢視模式後，會顯示以下內容：" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 msgid "" "List view of a sample Unattended Leads report with the activities " "emphasized." msgstr "無人處理潛在客戶報告範例的列表檢視畫面，焦點放在不同活動。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:25 msgid "" "Their team member, Mitchell, has two leads in the *Proposition* stage with " "activities that are due." msgstr "團隊成員 Mitchell 有兩個在「提案」階段的潛在客戶，但似乎排定的活動都已到期。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:28 msgid "" "The yellow :guilabel:`📞 (phone)` icon indicates that the `Modern Open Space`" " lead has a phone call activity scheduled for today. The red :guilabel:`✉️ " "(envelope)` icon indicates that the `5 VP Chairs` lead has an email activity" " scheduled that is past due." msgstr "" "黃色 :guilabel:`📞 （電話）` 圖示，表示潛在客戶 `Modern Open Space` 今天安排了電話通話活動。紅色 " ":guilabel:`✉️ （信封）` 圖示，表示潛在客戶 `5 VP Chairs` 有一項已安排的電郵活動已過期。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:32 msgid "" "Clicking on the `5 VP Chairs` lead, the sales manager opens the record of " "the lead and reviews the chatter. They see that the email was scheduled to " "be sent two days ago, but Mitchell never marked this activity as done." msgstr "" "銷售經理可按一下 `5 VP Chairs` 潛在客戶，開啟潛在客戶記錄，並翻查聊天記錄。經理看到該電郵原定兩天前發送，但 Mitchell " "從未將此活動標記為已完成。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst-1 msgid "Example of overdue activities notification in the chatter of a lead." msgstr "潛在客戶聊天視窗中，逾期活動通知的範例。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:41 msgid "" "In order to pull a unattended leads report, sales teams **must** be " "regularly utilizing activity in the *CRM* pipeline, on individual lead and " "opportunity cards." msgstr "要避免記錄落入無人處理潛在客戶報告，銷售團隊 **必須** 對 *客戶關係* 管道中的個別潛在客戶及銷售機會卡，勤於定期執行活動。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:44 msgid "" "It is **not** possible to compile a complete report if the sales people are " "not using the *Activities* feature in the *chatter*" msgstr "如果銷售人員不使用 *聊天視窗* 中的 *活動* 功能，便 **不可能** 編製完整的報告。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:47 msgid "" "For more information, refer to :doc:`Activities " "<../../../essentials/activities>`" msgstr "想了解更多資訊，請參閱 :doc:`活動 <../../../essentials/activities>`。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:50 msgid "Create an unattended leads report" msgstr "建立無人處理潛在客戶報告" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:52 msgid "" "To create an unattended leads report, first navigate to :menuselection:`CRM " "app --> Reporting --> Pipeline` to open the :guilabel:`Pipeline Analysis` " "dashboard. Click into the :guilabel:`Search...` bar at the top of the page, " "and remove all of the default filters." msgstr "" "若要建立無人處理潛在客戶報告，請先前往 :menuselection:`客戶關係應用程式 --> 報告 --> 管道`，開啟 " ":guilabel:`管道分析` Dashboard。按下頁面頂部的 :guilabel:`搜尋⋯` 列，然後刪除所有預設篩選器。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:57 msgid "" "The :guilabel:`Created on` filter can remain active, as this variable may be" " useful to include in the report." msgstr "你可維持 :guilabel:`建立於` 篩選器生效，此變數加入報告中可能有用。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:60 msgid "" "Next, add custom filters by clicking the :guilabel:`🔻(triangle pointed " "down)` icon to the right of the :guilabel:`Search...` bar to open the drop-" "down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorites` columns. Under the :guilabel:`Filters` column, click " ":guilabel:`Add Custom Filter`, which opens an :guilabel:`Add Custom Filter` " "pop-up window." msgstr "" "之後，新增自訂篩選器。方法是在 :guilabel:`搜尋⋯` 列的右側，按一下 :guilabel:`🔻（向下三角形）` 圖示，以開啟包含 " ":guilabel:`篩選器`、:guilabel:`分組依據` 及 :guilabel:`最愛` 直欄的下拉式選單。在 :guilabel:`篩選器`" " 一欄，按一下 :guilabel:`新增自訂篩選器`，系統會開啟 :guilabel:`新增自訂篩選器` 彈出視窗。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:70 msgid "" "In order to generate an unattended leads report, filters need to be created " "for the following conditions:" msgstr "要產生無人處理潛在客戶報告，需要對以下條件建立篩選器：" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:73 msgid "" ":ref:`Past due activities `: limits the " "results to only include leads with an assigned activity where the due date " "has past. This can be altered to include activities due to occur on the date" " the report is generated as well." msgstr "" ":ref:`已過期活動 `：只包括已獲分配活動、而且活動期限已過的潛在客戶。此選項可修改為同時包括報告產生之日預定發生的活動。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:76 msgid "" ":ref:`Unassigned leads `: " "excludes leads without an assigned salesperson." msgstr "" ":ref:`未分配潛在客戶 `：排除未獲分配銷售人員的潛在客戶。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:78 msgid "" ":ref:`Specific sales teams `: limits " "results to only include leads assigned to one or more sales teams. This " "filter is optional and should not be included if the report is intended for " "the entire company." msgstr "" ":ref:`特定銷售團隊 `：只包括已獲分配予一個或多個銷售團隊的潛在客戶。此篩選器是可選項目，如果想要整間公司的報告，便不用包括此篩選器。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:85 msgid "Add filter for past due activities" msgstr "為已過期活動新增篩選器" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:87 msgid "" "Click the first field for the new rule, and type `Activities` in the " ":guilabel:`Search...` bar, or scroll to search through the list to locate " "it. Then, next to :guilabel:`Activities`, click the :guilabel:`> (greater " "than sign)` to open a new drop-down menu with secondary conditions." msgstr "" "按一下新規則的第一個欄位，然後在 :guilabel:`搜尋⋯` 列中輸入 `活動`，或捲動清單找尋。然後，在 :guilabel:`活動` " "旁邊，按一下 :guilabel:`> （大於符號）`，以開啟次級條件的新一個下拉式選單。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:91 msgid "" "Type `Due Date` in the :guilabel:`Search...` bar, or scroll to search " "through the list. Click :guilabel:`Due Date` to add it to the rule." msgstr "在 :guilabel:`搜尋⋯` 列中輸入 `到期日期`，或捲動清單搜尋。按一下 :guilabel:`到期日期` 將其新增至規則中。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:0 msgid "" "Custom filter pop-up with emphasis on the options for activities and due " "date." msgstr "自訂篩選器彈出視窗，焦點放在不同活動及到期日期的選項。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:98 msgid "" "Then, click into then next field and select :guilabel:`<=` from the drop-" "down menu. Selecting this operator includes all activities with a due date " "up to, and including, the date selected in the next field." msgstr "" "之後，在下一個欄位按一下，從下拉式選單中選擇 " ":guilabel:`<=`。選擇此運算符會將到期日期在下一個欄位所指定的日期（包括該日期）之前的所有活動，納入搜尋結果。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:102 msgid "The third field can be left as today's date, or adjusted as needed." msgstr "第三個欄位可保留為今天的日期，或根據需要進行調整。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:109 msgid "" "After filtering for activities, add a :guilabel:`New Rule`. Then, click into" " the first field for the new rule, and type `Salesperson` in the " ":guilabel:`Search...` bar, or scroll to search through the list to locate " "it." msgstr "" "首先篩選活動，然後 :guilabel:`新增規則`。之後，按一下新規則的第一個欄位，並在 :guilabel:`搜尋⋯` 列中輸入 " "`銷售人員`，或捲動清單搜尋。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:119 msgid "Add a Sales team" msgstr "新增銷售團隊" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:122 msgid "" "This filter is optional. To view results for the entire company, do **not** " "add this filter, and continue to :ref:`View results " "`" msgstr "" "此篩選器是可選項目。要查看整間公司的結果，請 **不要** 使用此篩選器，然後繼續前往 :ref:`查看結果 " "`。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:140 msgid "" "An example of the **Add Custom Filter** pop-up window with all of the rules " "configured." msgstr "配置了所有規則的 **新增自訂篩選器** 彈出視窗範例。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:156 msgid "" "After the filters are configured, click :guilabel:`Add`. The resulting " "report displays all leads assigned to a salesperson where an activity is " "past due, or is due on the current date. The default display is a bar graph," " where the leads are grouped by *stage*." msgstr "" "配置篩選器後，按一下 " ":guilabel:`新增`。產生的報告會顯示分配給銷售人員、而預定活動已過期或在目前日期到期的所有潛在客戶。預設顯示模式是棒形圖，按 *階段* " "將潛在客戶分組。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:160 msgid "" "To group the results by salesperson, click the :guilabel:`🔻(triangle pointed" " down)` icon to the right of the :guilabel:`Search...` bar to open the drop-" "down menu that contains :guilabel:`Filters`, :guilabel:`Group By`, and " ":guilabel:`Favorites` columns. Under the :guilabel:`Group By` heading, " "select :guilabel:`Salesperson`." msgstr "" "若要按銷售人員將結果分組，請按一下 :guilabel:`搜尋⋯` 列右側的 :guilabel:`🔻 （向下三角形）` 圖示，以開啟包含 " ":guilabel:`篩選器`、:guilabel:`分組依據` 及 :guilabel:`最愛` 直欄的下拉式選單。在 " ":guilabel:`分組依據` 標題下，選擇 :guilabel:`銷售人員`。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:166 msgid "" "The option to group by :guilabel:`Sales Team` is also available under the " ":guilabel:`Group By` heading." msgstr ":guilabel:`分組依據` 標題下，亦有提供以 :guilabel:`銷售團隊` 分組的選項。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:169 msgid "" "To change to a *list* view, click the :guilabel:`≣ (list)` icon in the top-" "right corner of the screen." msgstr "若要變更為 *列表* 檢視模式，請按一下螢幕右上角的 :guilabel:`≣ （列表）` 圖示。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:173 msgid "" "Clicking the :guilabel:`(toggle) icon` opens a drop-down menu of additional " "columns that can be added to the report." msgstr "按下 :guilabel:`（切換）` 圖示會開啟一個下拉式選單，提供其他可新增至報告的直欄。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:176 msgid "Some options that are beneficial for this report include:" msgstr "部份對此類報告有用的選項包括：" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:178 msgid "" ":guilabel:`Activities`: the summary of the latest activity for this lead." msgstr ":guilabel:`活動`：此潛在客戶的最新活動摘要。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:179 msgid "" ":guilabel:`Expected Closing`: the estimated date on which the lead will be " "won." msgstr ":guilabel:`預計成交日期`：預計將會贏得該潛在客戶的日期。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:180 msgid ":guilabel:`Probability`: estimated success rate based on the stage." msgstr ":guilabel:`機率`：根據階段估算的成功機率。" #: ../../content/applications/sales/crm/track_leads/unattended_leads_report.rst:187 msgid ":doc:`Activities <../../../essentials/activities>`" msgstr ":doc:`活動 <../../../essentials/activities>`" #: ../../content/applications/sales/members.rst:5 msgid "Members" msgstr "成員" #: ../../content/applications/sales/members.rst:7 msgid "" "The *Members* application is where all operations related to memberships can" " be configured and managed. The *Members* app integrates with the *Sales* " "and *Accounting* applications to sell and invoice memberships directly to " "customers." msgstr "" #: ../../content/applications/sales/members.rst:12 msgid "Membership products" msgstr "會員產品" #: ../../content/applications/sales/members.rst:14 msgid "" "To create a new membership product, navigate to :menuselection:`Members app " "--> Configuration --> Membership Products`, and click :guilabel:`New` to " "open a blank product record." msgstr "" #: ../../content/applications/sales/members.rst:17 msgid "" "Complete the blank form with the necessary information, including the " ":guilabel:`Membership Duration`." msgstr "" #: ../../content/applications/sales/members.rst:21 msgid "" "Membership products require a start and end date, as they are used to " "determine :ref:`membership status `. Membership " "products can be sold *before* their active start date." msgstr "" #: ../../content/applications/sales/members.rst-1 msgid "A new membership product in the members app." msgstr "" #: ../../content/applications/sales/members.rst:29 msgid "" "Membership products can be added to a sales order, and invoiced as regular " "products or subscriptions." msgstr "" #: ../../content/applications/sales/members.rst:33 msgid "Activate a membership" msgstr "" #: ../../content/applications/sales/members.rst:35 msgid "" "To activate a membership from the *Contacts* application, navigate to " ":menuselection:`Contacts app`, and click on a contact to open that specific " "contact's detail form." msgstr "" #: ../../content/applications/sales/members.rst:38 msgid "" "From the resulting contact form, open the :guilabel:`Membership` tab, and " "click :guilabel:`Buy Membership`." msgstr "" #: ../../content/applications/sales/members.rst:41 msgid "" "On the :guilabel:`Join Membership` pop-up window that appears, select a " ":guilabel:`Membership` from the drop-down menu. Then, configure a " ":guilabel:`Member Price`." msgstr "" #: ../../content/applications/sales/members.rst:44 msgid "" "Click :guilabel:`Invoice Membership` when both fields are filled in. Doing " "so reveals a :guilabel:`Membership Invoices` page, wherein invoices can be " "confirmed and completed." msgstr "" #: ../../content/applications/sales/members.rst:47 msgid "" "Alternatively, to offer a free membership, tick the :guilabel:`Free Member` " "checkbox, in the :guilabel:`Membership` tab of a contact form." msgstr "或者，若想提供免費會籍，可在聯絡人表單的 :guilabel:`會籍` 分頁中，勾選 :guilabel:`免費會員` 方格。" #: ../../content/applications/sales/members.rst:53 msgid "Membership status" msgstr "" #: ../../content/applications/sales/members.rst:55 msgid "" "The :guilabel:`Current Membership Status` is listed on the " ":guilabel:`Membership` tab of each contact record:" msgstr "" #: ../../content/applications/sales/members.rst:58 msgid "" ":guilabel:`Non Member`: a partner who has **not** applied for membership." msgstr "" #: ../../content/applications/sales/members.rst:59 msgid "" ":guilabel:`Cancelled Member`: a member who has cancelled their membership." msgstr "" #: ../../content/applications/sales/members.rst:60 msgid ":guilabel:`Old Member`: a member whose membership end date has passed." msgstr "" #: ../../content/applications/sales/members.rst:61 msgid "" ":guilabel:`Waiting Member`: a member who has applied for membership, but " "whose invoice has not yet been created." msgstr "" #: ../../content/applications/sales/members.rst:63 msgid "" ":guilabel:`Invoiced Member`: a member whose invoice has been created, but " "has not been paid." msgstr "" #: ../../content/applications/sales/members.rst:64 msgid ":guilabel:`Paid Member`: a member who has paid the membership fee." msgstr "" #: ../../content/applications/sales/members.rst:67 msgid "Publish members directory" msgstr "" #: ../../content/applications/sales/members.rst:69 msgid "" "To publish a list of active members on the website, the *Online Members " "Directory* application must first be :ref:`installed `. " "After installing the module, add the `/members` page to the website's menu " "by :doc:`editing the website menu <../websites/website/pages/menus>`." msgstr "" #: ../../content/applications/sales/members.rst-1 msgid "The Online Members directory module in Odoo." msgstr "" #: ../../content/applications/sales/members.rst:78 msgid "Publish individual members" msgstr "" #: ../../content/applications/sales/members.rst:80 msgid "" "Return to :menuselection:`CRM app --> Sales --> Customers`, and click the " "Kanban card for a member. From the resulting customer form that appears, " "click the :guilabel:`Go to Website` smart button at the top of the page to " "open the member's webpage." msgstr "" #: ../../content/applications/sales/members.rst:84 msgid "" "Click the :icon:`fa-pencil` :guilabel:`Edit` button to reveal a sidebar of " "editing tools. After making any necessary changes to the page, click " ":guilabel:`Save`. At the top of the page, slide the :guilabel:`Unpublished` " "toggle to the active, :guilabel:`Published` position." msgstr "" #: ../../content/applications/sales/members.rst:88 msgid "Repeat these steps for all desired members." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:3 msgid "Members analysis" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:9 msgid "" "The *Members Analysis* report provides a detailed overview of all " "memberships sold and managed within the *Members* application." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:12 msgid "" "To access the *Memberships Analysis* report, navigate to " ":menuselection:`Members app --> Reporting`." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:15 msgid "Navigate the report" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:17 msgid "" "The default *Members Analysis* report displays a bar chart, measuring the " ":guilabel:`Quantity` of memberships against the amount of :guilabel:`Revenue" " Done`. The data is grouped by the assigned salesperson, then by the month " "the membership begins." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst-1 msgid "A sample of the members analysis report." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:25 msgid "" "Additional :ref:`Group By ` options include the following:" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:27 msgid "" ":guilabel:`Salesperson`: the internal user in charge of the contact. This " "information is managed in the *Salesperson* field on the *Sales & Purchase* " "tab on the contact's record." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:29 msgid "" ":guilabel:`Associated Partner`: the contact listed as the *Associated " "Member* on the *Membership* tab on the contact's record." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:31 msgid "" ":guilabel:`Membership Product`: the type of membership assigned to a " "contact. This includes both purchased memberships and free memberships." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:33 msgid ":guilabel:`Current Membership State`: the status of the membership." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:34 msgid "" ":guilabel:`Company`: the company the membership is purchased through. This " "option only appears in multi-company databases." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:36 msgid ":guilabel:`Month`: the month the membership began." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:41 msgid "" "Click the :icon:`fa-area-chart` :guilabel:`(graph)` icon to change to graph " "view. Then, click the corresponding icon at the top of the report to switch " "to a :icon:`fa-bar-chart` :guilabel:`(bar chart)`, :icon:`fa-line-chart` " ":guilabel:`(line chart)`, or :icon:`fa-pie-chart` :guilabel:`(pie chart)`." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:46 msgid "Click the |pivot| to change to the pivot view." msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:54 msgid ":ref:`search/custom-filters`" msgstr "" #: ../../content/applications/sales/members/members_analysis.rst:55 msgid ":ref:`search/favorites`" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:6 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:54 msgid "Point of Sale" msgstr "POS營業點" #: ../../content/applications/sales/point_of_sale.rst:8 msgid "" "With **Odoo Point of Sale**, run your shops and restaurants easily. The app " "works on any device with a web browser, even if you are temporarily offline." " Product moves are automatically registered in your stock, you get real-time" " statistics, and your data is consolidated across all shops." msgstr "" "有了 **Odoo POS** " "（銷售點管理）應用程式，你可輕鬆經營你的商店或餐廳。程式可在任何設有網頁瀏覽器的裝置上運行，即使你暫時離線，仍可如常運作。產品移動的去向，會自動記錄至庫存資料中，讓你獲取實時的統計數據，而且所有商店的所有數據，都能集中整合處理。" #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "`Odoo 教學：POS 銷售點管理教學 `_" #: ../../content/applications/sales/point_of_sale.rst:14 msgid ":doc:`IoT Boxes Documentations `" msgstr ":doc:`IoT Box 物聯網盒子使用說明 `" #: ../../content/applications/sales/point_of_sale.rst:19 msgid "Start a session" msgstr "開始操作時段" #: ../../content/applications/sales/point_of_sale.rst:21 msgid "" "From the **POS dashboard**, click :guilabel:`New Session`, and at the " ":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " "start a POS session, or click :guilabel:`Continue Selling` if the session is" " already opened." msgstr "" "在 **POS Dashboard** 中，按一下 :guilabel:`新操作時段`，然後在 :guilabel:`開店現金控制` 畫面上，按一下 " ":guilabel:`開啟操作時段`，以啟動 POS 操作時段。如果已有開啟的操作時段，請按一下 :guilabel:`繼續銷售`。" #: ../../content/applications/sales/point_of_sale.rst:26 msgid "" ":doc:`Multiple users ` can be logged into the " "same session at the same time. However, the session can only be opened once " "on the same browser." msgstr "" "系統容許 :doc:`多名使用者 ` " "同時登入同一次操作時段。但是，在同一個瀏覽器上，操作時段只接受一人登入操作。" #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "銷售產品" #: ../../content/applications/sales/point_of_sale.rst:34 msgid "" "Click on products to add them to the cart. To change the **quantity**, click" " :guilabel:`Qty` and enter the number of products using the keypad. To add a" " **discount** or modify the product **price**, click respectively " ":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." msgstr "" "按一下產品，便可將它加入至購物車。若要變更 **數量** ，請按一下 :guilabel:`數量` 並使用鍵盤輸入產品數量。若要新增 **折扣** " "，或修改產品的 **價格** ，請分別點按 :guilabel:`折扣率 %` 或 :guilabel:`價格`，並輸入所需數值/金額。" #: ../../content/applications/sales/point_of_sale.rst:38 msgid "" "Once an order is completed, proceed to checkout by clicking " ":guilabel:`Payment`. Select the **payment method**, enter the received " "amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " "on to the next customer." msgstr "" "完成訂單後，按一下 :guilabel:`付款` 即可結賬。請選擇 **付款方式** ，輸入收到的金額，然後按 :guilabel:`驗證`。按一下 " ":guilabel:`新訂單` 便可處理下一位顧客的購物。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "POS 應用程式操作時段介面。" #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "系統接受以鍵盤輸入 `,` 或 `.` 作為小數點分隔符號。" #: ../../content/applications/sales/point_of_sale.rst:47 msgid "" "**Cash** is selected by default if you enter the amount without choosing a " "payment method." msgstr "若只輸入金額但未有選擇付款方式，預設會選擇 **現金** 。" #: ../../content/applications/sales/point_of_sale.rst:50 msgid "" "The system can only load a limited number of products for effective opening." " Click :guilabel:`Search more` if the desired product is not loaded " "automatically." msgstr "" "為使開啟操作時段的過程有效率，系統一開始只能載入有限數目的產品資料。如果所需的產品未有自動載入，請按一下 :guilabel:`搜尋更多`。" #: ../../content/applications/sales/point_of_sale.rst:56 msgid "Set customers" msgstr "設定客戶" #: ../../content/applications/sales/point_of_sale.rst:58 msgid "" "Registering your customer is necessary to :doc:`collect their loyalty points" " and grant them rewards `, automatically " "apply the :doc:`attributed pricelist `, or" " :ref:`generate and print an invoice `." msgstr "" "以下功能必須要為客戶註冊，才可使用：:doc:`計算客戶忠誠度積分及授予獎賞 `、自動套用" " :doc:`編配予客戶的價格表 `，以及 :ref:`產生並列印發票 " "`。" #: ../../content/applications/sales/point_of_sale.rst:63 msgid "" "You can create customers from an :ref:`open POS session `" " by clicking :menuselection:`Customer --> Create`, and filling in the " "contact information. You can also create customers from the backend by going" " to :menuselection:`Point of Sale --> Orders --> Customers` and clicking " ":guilabel:`New`. Then, fill in the information and save." msgstr "" "你可在 :ref:`已開啟的 POS 操作時段 ` 中建立客戶，方法是按一下 :menuselection:`客戶 --> 建立` 並填寫聯絡\n" "資訊；也可在後端介面建立客戶，方法是前往 :menuselection:`POS 應用程式 --> 訂單 --> 客戶` 並按一下 :guilabel:`新增`，然後填寫資訊並儲存。" #: ../../content/applications/sales/point_of_sale.rst:68 msgid "" "To set a customer during an order, access the list of customers by clicking " ":guilabel:`Customer` on the POS interface. You can also set a customer at " "the payment screen by clicking :guilabel:`Customer`." msgstr "" "若想在處理訂單期間設定客戶，你可按一下 POS 介面上的 :guilabel:`客戶`，存取客戶名單；也可在付款畫面按一下 " ":guilabel:`客戶`，以設立一名客戶。" #: ../../content/applications/sales/point_of_sale.rst:75 msgid "Customer notes" msgstr "客戶備註" #: ../../content/applications/sales/point_of_sale.rst:77 msgid "" "You can add **customer notes** about specific products directly from an open" " :ref:`POS session `. For instance, to provide cleaning " "and maintenance tips. They can also be used to track a customer's particular" " request, such as not wanting the product to be assembled for them." msgstr "" "你可直接在已開啟的 :ref:`POS 操作時段 ` 中，加入有關特定產品的 **客戶備註** " "，例如為客戶提供清潔及保養技巧。備註亦可用作追蹤客戶的個別要求，例如無需組裝服務。" #: ../../content/applications/sales/point_of_sale.rst:81 msgid "" "To do so, select a product and click :guilabel:`Customer Note` on the pad. " "Doing so opens a pop-up window in which you can add or modify content for " "the note." msgstr "要執行此操作，請選擇一項產品，然後按一下文件內的 :guilabel:`客戶備註`。系統會開啟一個彈出視窗，你可在該處加入或修改備註內容。" #: ../../content/applications/sales/point_of_sale.rst:85 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr ":doc:`匯入銷售訂單 ` 內已有的產品備註，也會在購物車顯示。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "購物車中產品的客戶備註按鈕及備註（銷售單及 POS 操作時段）" #: ../../content/applications/sales/point_of_sale.rst:91 msgid "" "Customer notes appear on customers' receipts and invoices similarly to how " "they appear in the cart, under the related product." msgstr "客戶備註會在客戶的收據及發票上顯示，顯示方式類似在購物車內，會在相關產品下方顯示。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "客戶收據，附有來自銷售訂單及客戶備註功能的備註" #: ../../content/applications/sales/point_of_sale.rst:100 msgid "Return and refund products" msgstr "退貨及退款產品" #: ../../content/applications/sales/point_of_sale.rst:102 msgid "To return and refund a product," msgstr "若要為產品進行退貨及退款：" #: ../../content/applications/sales/point_of_sale.rst:104 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "在 **POS Dashboard** :ref:`開始一個操作時段 `；" #: ../../content/applications/sales/point_of_sale.rst:105 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "按一下 :guilabel:`退款`，並選取對應的訂單；" #: ../../content/applications/sales/point_of_sale.rst:106 msgid "select the product and the quantity to refund using the keypad;" msgstr "使用鍵盤選擇要退款的產品及數量；" #: ../../content/applications/sales/point_of_sale.rst:107 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "按一下 :guilabel:`退款` 以返回上一畫面；" #: ../../content/applications/sales/point_of_sale.rst:108 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "完成訂單後，按一下 :guilabel:`付款` 以進行退款；" #: ../../content/applications/sales/point_of_sale.rst:109 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr "按一下 :guilabel:`驗證`，然後可按 :guilabel:`新訂單` 以處理下一位客戶。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "POS 退款畫面" #: ../../content/applications/sales/point_of_sale.rst:115 msgid "" "You can filter the **orders list** by :guilabel:`Receipt Number`, " ":guilabel:`Date` or :guilabel:`Customer` using the search bar." msgstr "" "你可使用搜尋列，依據 :guilabel:`收據編號`、:guilabel:`日期` 或 :guilabel:`客戶`，篩選 **訂單列表** 。" #: ../../content/applications/sales/point_of_sale.rst:117 msgid "" "You can also refund a product by selecting the returned product from an open" " session, and setting a negative quantity that equals the number of returned" " products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " "the quantity of returned products." msgstr "" "你也可在已開啟的操作時段中選擇退回的產品，並設定相等於退回產品數量的負數數量，以對產品進行退款。要執行此操作，請按一下 :guilabel:`數量` 及" " :guilabel:`+/-`，然後按入退回產品的數量。" #: ../../content/applications/sales/point_of_sale.rst:121 msgid "" "Once the return payment is validated, Odoo generates the required credit " "note, referencing the original receipt or invoice and partially or fully " "canceling the document." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:127 msgid "Manage the cash register" msgstr "管理收銀機" #: ../../content/applications/sales/point_of_sale.rst:129 msgid "" "To add or take out cash from the register, click the **menu icon** in the " "upper right corner of your screen and :guilabel:`Cash In/Out`." msgstr "若要在收銀機放入或提取現金，請按一下螢幕右上角的 **選單圖示** 以及 :guilabel:`現金存入/取出`。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n" "orders" msgstr "" "用作關閉 POS 操作時段、進入後端、存入或取出現金，或檢查訂單的\n" "下拉式選單" #: ../../content/applications/sales/point_of_sale.rst:136 msgid "" "Doing so opens a pop-up window on which you can select :guilabel:`Cash In` " "or :guilabel:`Cash Out`, enter the amount and the reason, and click " ":guilabel:`Confirm`." msgstr "" "系統會開啟一個彈出視窗，你可在該處選擇 :guilabel:`存入現金` 或 :guilabel:`取出現金`，然後輸入金額及原因，並按一下 " ":guilabel:`確認`。" #: ../../content/applications/sales/point_of_sale.rst:142 msgid "Close the POS session" msgstr "關閉 POS 操作時段" #: ../../content/applications/sales/point_of_sale.rst:144 msgid "" "To close your session, click the **menu icon** in the upper right corner of " "your screen and :guilabel:`Close Session`." msgstr "要關閉操作時段，請按一下螢幕右上角的 **選單圖示**，然後按一下 :guilabel:`關閉操作時段`。" #: ../../content/applications/sales/point_of_sale.rst:147 msgid "" "Doing so opens the :guilabel:`Closing Control` pop-up screen. From this " "screen, you can retrieve various information:" msgstr "按下後，系統會開啟 :guilabel:`關閉控制` 彈出螢幕。在此畫面中，你可讀取各種資訊：" #: ../../content/applications/sales/point_of_sale.rst:150 msgid "" "the number of orders made and the total amount made during the session;" msgstr "操作時段內執行的訂單數目及總金額；" #: ../../content/applications/sales/point_of_sale.rst:151 msgid "the expected amounts grouped by payment method." msgstr "按每種付款方式分組的預期收到金額。" #: ../../content/applications/sales/point_of_sale.rst:153 msgid "" "Before closing this window, count your cash using the calculator icon. Doing" " so opens a pop-up window that computes the total amount in the cash drawer " "depending on the coins and bills counted and added manually. Then, click " ":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" " amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " "Details` are specified in the **Notes** section." msgstr "" "關閉此視窗之前，請使用計算機圖示，點算及計算現金。系統會開啟一個彈出視窗，根據手動點算及存入的硬幣及鈔票數目，計算收銀機內的總現金金額。然後，按一下 " ":guilabel:`確認` 或 :guilabel:`捨棄` 以關閉視窗。計算得出的金額會在 :guilabel:`點算所得` 直欄列出，而 " ":guilabel:`現金詳情` 會在 **備註** 部分中詳列。" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "如何關閉 POS 操作時段。" #: ../../content/applications/sales/point_of_sale.rst:162 msgid "" "Once you are done controlling the amounts, click :guilabel:`Close Session` " "to close and go back to the **POS dashboard**." msgstr "完成金額控制程序後，按一下 :guilabel:`關閉操作時段`，以完成結算並返回 **POS Dashboard** 。" #: ../../content/applications/sales/point_of_sale.rst:166 msgid "" "To reach the backend without closing the session, click :guilabel:`Backend` " "on the dropdown menu." msgstr "若想在未關閉操作時段之前存取後端，請於下拉式選單上按一下 :guilabel:`後端`。" #: ../../content/applications/sales/point_of_sale.rst:168 msgid "To abort, click :guilabel:`Discard` on the pop-up window." msgstr "若要中止，請在彈出視窗中按一下 :guilabel:`捨棄`。" #: ../../content/applications/sales/point_of_sale.rst:169 msgid "" "Depending on your setup, you might only be allowed to close a session if the" " expected cash revenue equals the counted cash. To close it anyway, click " ":guilabel:`Ok` on the :guilabel:`Payments Difference` screen." msgstr "" "視乎你的設置，你可能只會在預期現金收入與點算所得的現金相等時，才可關閉操作時段。若想在兩者有差別時仍然關閉操作時段，請在 " ":guilabel:`付款差異` 畫面上按一下 :guilabel:`確定`。" #: ../../content/applications/sales/point_of_sale.rst:174 msgid "" "It is strongly advised to close your POS session at the end of each day." msgstr "強烈建議你每天結束營業時，關閉當天的 POS 操作時段。" #: ../../content/applications/sales/point_of_sale.rst:175 msgid "" "To look at all your previous sessions, go to :menuselection:`Point of Sale " "--> Orders --> Sessions`." msgstr "要查看過往所有操作時段，請前往 :menuselection:`POS 應用程式 --> 訂單 --> 操作時段`。" #: ../../content/applications/sales/point_of_sale/combos.rst:3 msgid "Product combos" msgstr "產品組合" #: ../../content/applications/sales/point_of_sale/combos.rst:5 msgid "" "The **Product Combos** feature allows users to define and manage combination" " options for a single product." msgstr "**產品組合** 功能可讓使用者定義及管理個別產品的組合選項。" #: ../../content/applications/sales/point_of_sale/combos.rst:8 msgid "" "In the context of a restaurant, the feature enables users to create " "multiple-choice menus. For example, a user can define a main dish and " "specify various options for sides, drinks, or desserts that customers can " "combine with the main dish." msgstr "以餐廳使用情境為例，此功能讓使用者能夠建立多項選擇餐牌。例如，定義主菜後，可指定客戶能夠選擇與主菜組合享用的配菜、飲品或甜品等各種選項。" #: ../../content/applications/sales/point_of_sale/combos.rst:12 msgid "" "In retail, this feature allows you to create a product set with multiple " "products to choose from and combine." msgstr "在零售情境中，此功能可讓你建立一個產品組合，當中有多項產品可供選擇及組合。" #: ../../content/applications/sales/point_of_sale/combos.rst:18 msgid "First, you need to create combination choices. To do so:" msgstr "首先，你需要建立組合選擇。步驟如下：" #: ../../content/applications/sales/point_of_sale/combos.rst:20 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Product Combos` and " "click :guilabel:`New`." msgstr "前往 :menuselection:`POS 應用程式 --> 產品 --> 產品組合`，然後按一下 :guilabel:`新增`。" #: ../../content/applications/sales/point_of_sale/combos.rst:21 msgid "" "Name your combo and add the products you want customers to choose from by " "clicking :guilabel:`Add a line`. You can also include an extra price for " "each option in the :guilabel:`Extra Price` column." msgstr "" "為你的組合命名，並按一下 :guilabel:`加入資料行` 以加入你想客戶能夠選擇的產品。你也可在 :guilabel:`額外價格` " "直欄中，為每個選項新增額外價格。" #: ../../content/applications/sales/point_of_sale/combos.rst:26 msgid "" "As a reference, the selected product's original price is displayed in the " ":guilabel:`Original Price` column." msgstr "所選產品的原價，會在 :guilabel:`原價` 直欄顯示，供你參考。" #: ../../content/applications/sales/point_of_sale/combos.rst:32 msgid "" "Second, you need to create a specific product to gather combo choices. To do" " this:" msgstr "之後，你需要建立一個特定的「產品」去收集這些組合選擇。步驟如下：" #: ../../content/applications/sales/point_of_sale/combos.rst:34 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Products` and click " ":guilabel:`New`." msgstr "前往 :menuselection:`POS 應用程式 --> 產品 --> 產品`，然後按一下 :guilabel:`新增`。" #: ../../content/applications/sales/point_of_sale/combos.rst:35 msgid "" "Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the " ":guilabel:`General Information` tab." msgstr "將 :guilabel:`產品類型` 設為 :guilabel:`組合`，並填寫 :guilabel:`一般資訊` 分頁。" #: ../../content/applications/sales/point_of_sale/combos.rst:39 msgid "" "The sales price of the combo product is fixed and does not vary based on the" " individual prices of included items or the quantity of items in the combo. " "The combo product price is only affected by the extra price optionally " "defined at the combo choice creation or if a variant of one of the items has" " a specified extra price." msgstr "" "組合產品的銷售價格是獨立及固定的，不會隨所含商品的單獨價格或組合中的商品數量而變化。組合產品價格只會受建立組合選項時，可選擇定義的「額外價格」影響；或者，若當中某項商品的款式變體已被指定額外價格，也會影響組合價格。" #: ../../content/applications/sales/point_of_sale/combos.rst:43 msgid "" "Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and " "select the combinations to add. You can also create a new combination at " "this step by clicking :guilabel:`New` on the popup window." msgstr "" "前往 :guilabel:`組合選擇` 分頁，按一下 :guilabel:`加入資料行`，然後選擇要加入的組合。在此步驟時，你也可在彈出視窗上按一下 " ":guilabel:`新增`，以建立新的組合。" #: ../../content/applications/sales/point_of_sale/combos.rst:50 msgid "" "Once you have created and added the combo choices into a product, you can " "sell combos in your retail store or restaurant." msgstr "建立組合選項並將其加入至產品後，便可在零售店或餐廳，銷售組合產品。" #: ../../content/applications/sales/point_of_sale/combos.rst:54 #: ../../content/applications/sales/point_of_sale/employee_login.rst:26 #: ../../content/applications/sales/point_of_sale/preparation.rst:50 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:122 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32 msgid "Practical application" msgstr "實際應用" #: ../../content/applications/sales/point_of_sale/combos.rst:56 msgid "" ":ref:`Open a POS session ` and select the combo product. " "Choose the options and click :guilabel:`Add to order`. As a reminder, the " "extra price appears under the related choices." msgstr "" ":ref:`開始一個 POS 操作時段 ` 並選擇組合產品。選擇適用選項，然後按 " ":guilabel:`加入至訂單`。提醒一下：額外價格會在相關選項下方顯示。" #: ../../content/applications/sales/point_of_sale/configuration.rst:11 msgid "Access the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:13 msgid "" "To access the general POS settings, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`. Then, open the dropdown menu in the " ":guilabel:`Point of Sale` field and select the POS to configure." msgstr "" "要存取一般 POS 設定，請前往 :menuselection:`POS 應用程式 --> 配置 --> 設定`。然後，在 " ":guilabel:`銷售點` 欄位中開啟下拉式選單，並選擇要設定的銷售點。" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "在應用程式設定中選擇銷售點的下拉式選單" #: ../../content/applications/sales/point_of_sale/configuration.rst:21 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Administration` set as " ":guilabel:`Settings`." msgstr "" "使用者的 :guilabel:`管理` :doc:`存取權限 ` 必須設為 " ":guilabel:`設定`，才可使用這些設定。" #: ../../content/applications/sales/point_of_sale/configuration.rst:24 msgid "" "You can also configure some settings from the dashboard by clicking the " "vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a " "popup window, from which you can:" msgstr "" "你也可按一下 POS " "卡片上的垂直省略號按鈕（:guilabel:`⋮`），在Dashboard中配置部份設定。按下後，系統會開啟一個彈出窗口，你可在該處：" #: ../../content/applications/sales/point_of_sale/configuration.rst:27 msgid ":doc:`Enable multiple employees to log in. `" msgstr ":doc:`設定允許多名員工同時登入 `。" #: ../../content/applications/sales/point_of_sale/configuration.rst:28 msgid ":doc:`Connect and set up an IoT sytem. `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:29 msgid ":doc:`Connect and set up an ePOS printer. `" msgstr ":doc:`連接及設定 ePOS 打印機 `。" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "存取 POS 快速設定的彈出視窗" #: ../../content/applications/sales/point_of_sale/configuration.rst:35 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Point of Sale` set as " ":guilabel:`Administrator`." msgstr "" "使用者的 :guilabel:`銷售點` :doc:`存取權限 ` 必須設為 " ":guilabel:`管理員`，才可使用這些設定。" #: ../../content/applications/sales/point_of_sale/configuration.rst:39 msgid "Make products available" msgstr "將產品設定至銷售點可用" #: ../../content/applications/sales/point_of_sale/configuration.rst:41 msgid "To make products available for sale," msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:43 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:88 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:102 msgid "Go to :menuselection:`Point of Sale --> Products --> Products`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:44 msgid "Select a product to open the product form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:45 msgid "Tick the :guilabel:`Point of Sale` checkbox at the top of the form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Making a product available in your POS." msgstr "讓產品在銷售點可用。" #: ../../content/applications/sales/point_of_sale/configuration.rst:51 msgid "PoS product categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:56 msgid "" "POS product categories allow users to categorize products and get a more " "structured and clean POS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:59 msgid "" "To manage PoS categories, go to :menuselection:`Point of Sale --> " "Configuration --> PoS Product Categories`. To add a new category, click " ":guilabel:`Create`. Then, name it in the :guilabel:`Category Name` field." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:63 msgid "" "To associate a category with a parent category, fill in the " ":guilabel:`Parent Category` field. A parent category groups one or more " "child categories." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:0 msgid "The PoS product categories grouped by parent categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:71 msgid "Assign PoS product categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:73 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Products` and open a " "product form. Then, go to the :guilabel:`Point of Sale` tab and fill in the " ":guilabel:`Category` field under the :guilabel:`Point of Sale` section with " "one or multiple PoS categories." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Point of Sale tab of a product form to add a PoS product category" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:81 msgid "Restrict categories" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:83 msgid "" "You can limit the categories displayed on your POS interface. To achieve " "this, go to your :ref:`POS settings ` and choose the" " specific categories to display in the :guilabel:`Restrict Categories` field" " within the :guilabel:`Product & PoS categories` section." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Setting to set up the restrict category feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:3 msgid "ePOS printers" msgstr "ePOS 打印機" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:5 msgid "" "ePOS printers are designed to work seamlessly with Point of Sale systems. " "Once connected, these devices automatically share information, allowing for " "direct printing of tickets from the POS system to the ePOS printer." msgstr "" "ePOS 打印機是專門設計成與 POS 銷售點管理系統無縫協作的裝置。連接後，這些裝置會自動共享資訊，讓你可將票據從 POS 系統直接列印至 ePOS " "打印機。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:12 msgid "To use an ePos printer in Point of Sale:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:14 msgid ":ref:`Access the POS settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:15 msgid "Activate the :guilabel:`ePos Printer` feature." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:16 msgid "Fill in the field with your ePos IP address." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst-1 msgid "setting to enable the ePos printer feature" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:22 msgid "" "When the printer connects to a network, it automatically prints a ticket " "with its IP address." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:25 msgid "Directly supported ePOS printers" msgstr "直接支援的 ePOS 打印機" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:27 msgid "" "The following ePOS printers are directly compatible with Odoo without " "needing an :doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:30 msgid "Epson TM-m30 i/ii/iii (Wi-Fi/Ethernet models only; Recommended)" msgstr "Epson TM-m30 i/ii/iii（只限 Wi-Fi/乙太網路型號；推薦使用）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:31 msgid "Epson TM-H6000IV-DT (Receipt printer only)" msgstr "Epson TM-H6000IV-DT（只限收據打印機）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:32 msgid "Epson TM-T70II-DT" msgstr "Epson TM-T70II-DT" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:33 msgid "Epson TM-T88V-DT" msgstr "Epson TM-T88V-DT" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:34 msgid "Epson TM-L90-i" msgstr "Epson TM-L90-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:35 msgid "Epson TM-T70-i" msgstr "Epson TM-T70-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:36 msgid "Epson TM-T82II-i" msgstr "Epson TM-T82II-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:37 msgid "Epson TM-T83II-i" msgstr "Epson TM-T83II-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:38 msgid "Epson TM-U220-i" msgstr "Epson TM-U220-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:39 msgid "Epson TM-m10" msgstr "Epson TM-m10" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:40 msgid "Epson TM-P20 (Wi-Fi® model)" msgstr "Epson TM-P20（Wi-Fi® 型號）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:41 msgid "Epson TM-P60II (Receipt: Wi-Fi® model)" msgstr "Epson TM-P60II（收據：Wi-Fi® 型號）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:42 msgid "Epson TM-P60II (Peeler: Wi-Fi® model)" msgstr "Epson TM-P60II（標籤列印：Wi-Fi® 型號）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:43 msgid "Epson TM-P80 (Wi-Fi® model)" msgstr "Epson TM-P80（Wi-Fi® 型號）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:46 msgid "ePOS printers with IoT system integration" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:48 msgid "" "The following printers require an :doc:`IoT system " "` to be compatible with Odoo:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:51 msgid "Epson TM-T20 family (incompatible ePOS software)" msgstr "Epson TM-T20 系列（不相容的 ePOS 軟體）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:52 msgid "Epson TM-T88 family (incompatible ePOS software)" msgstr "Epson TM-T88 系列（不相容的 ePOS 軟體）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:53 msgid "Epson TM-U220 family (incompatible ePOS software)" msgstr "Epson TM-U220 系列（不相容的 ePOS 軟體）" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:56 msgid "" "Epson printers using Wi-Fi/Ethernet connections and following the `EPOS SDK " "Javascript protocol " "`_" " are compatible with Odoo **without** needing an :doc:`IoT system " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:60 msgid "" "Thermal printers using ESC/POS are compatible **with** an :doc:`IoT system " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:62 msgid "" "Epson printers using only USB connections are compatible **with** an " ":doc:`IoT system `." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:64 msgid "Epson printers that connect via Bluetooth are **not compatible**." msgstr "透過藍牙連接的 Epson 打印機，與 Odoo **不相容** 。" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:67 msgid ":doc:`https`" msgstr ":doc:`https`" #: ../../content/applications/sales/point_of_sale/configuration/epos_printers.rst:68 #: ../../content/applications/sales/point_of_sale/configuration/https.rst:22 msgid ":doc:`epos_ssc`" msgstr ":doc:`epos_ssc`" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5 msgid "Self-signed certificate for ePOS printers" msgstr "ePOS 打印機使用自簽名證書" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7 msgid "" "To work with Odoo, some printer models that can be used without an :doc:`IoT" " system ` may require :doc:`the HTTPS protocol " "` to establish a secure connection between the browser and the " "printer. However, trying to reach the printer's IP address using HTTPS leads" " to a warning page on most web browsers. In that case, you can temporarily " ":ref:`force the connection `, which allows you to " "reach the page in HTTPS and use the ePOS printer in Odoo as long as the " "browser window stays open." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15 msgid "" "The connection is lost after closing the browser window. Therefore, this " "method should only be used as a **workaround** or as a pre-requisite for the" " :ref:`following instructions `." msgstr "" "關閉瀏覽器視窗後，連線會遺失。因此，此方法只適宜用作 **暫時解決方法** ，或作為 :ref:`下列指示 " "` 的先決條件。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "Generate, export, and import self-signed certificates" msgstr "產生、匯出及匯入自簽名證書" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24 msgid "" "For a long-term solution, you must generate a **self-signed certificate**. " "Then, export and import it into your browser." msgstr "若要有長期解決方案，你必須產生一張 **自簽名證書** 。然後，將其匯出並匯入你的瀏覽器。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28 msgid "" "**Generating** an SSL certificate should only be done **once**. If you " "create another certificate, devices using the previous one will lose HTTPS " "access." msgstr "**產生** SSL 證書的操作，應該只執行 **一次** 。如果建立另一個證書，使用舊有證書的裝置將失去 HTTPS 存取權限。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:33 msgid "Windows 10 & Linux OS" msgstr "Windows 10、Linux OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:37 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:166 msgid "Generate a self-signed certificate" msgstr "產生自簽名證書" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:39 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168 msgid "" "Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force " "the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to " "[IP address] (unsafe)`." msgstr "" "前往 ePOS 的 IP 位址（例如 `https://192.168.1.25`），按一下 :guilabel:`進階` 及 " ":guilabel:`繼續前往 [IP 位址]（不安全）` 選項，以執行強制連線。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "Google Chrome 有關連線私隱的警告頁面" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:176 msgid "Warning page on Google Chrome, Windows 10" msgstr "Windows 10 上 Google Chrome 的警告頁面" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:178 msgid "" "Then, sign in using your printer credentials to access the ePOS printer " "settings. To sign in, enter `epson` in the :guilabel:`ID` field and your " "printer serial number in the :guilabel:`Password` field." msgstr "" "然後，使用你的打印機的憑證登入，以存取 ePOS 打印機設定。若要登入，請在 :guilabel:`識別碼`（ID）欄位輸入 `epson`，並在 " ":guilabel:`密碼` 欄位輸入你的打印機的序號。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182 msgid "" "Click :guilabel:`Certificate List` in the :guilabel:`Authentication` " "section, and click :guilabel:`create` to generate a new **Self-Signed " "Certificate**. The :guilabel:`Common Name` should be automatically filled " "out. If not, fill it in with the printer IP address number. Select the years" " the certificate will be valid in the :guilabel:`Validity Period` field, " "click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the " "printer." msgstr "" "按一下 :guilabel:`身份驗證` 部分中的 :guilabel:`證書清單`，然後按一下 :guilabel:`建立`，以產生新的 " "**自簽名證書** 。系統應該會自動填寫 :guilabel:`通用名稱`。如果沒有，請填寫打印機的 IP 位址號碼。在 " ":guilabel:`有效期間` 欄位，選擇證書的有效年份，按一下 :guilabel:`建立`，然後按 :guilabel:`重設` " "或手動重新啟動打印機。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:60 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:189 msgid "" "The self-signed certificate is generated. Reload the page and click " ":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure " "**Selfsigned Certificate** is correctly selected in the :guilabel:`Server " "Certificate` section." msgstr "" "此時自簽名證書已產生。請重新載入頁面，在 :guilabel:`安全性` 部分中按一下 :guilabel:`SSL/TLS`，以確保已在 " ":guilabel:`伺服器證書` 部分中，選擇了正確的 **自簽名證書** 。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193 msgid "Export a self-signed certificate" msgstr "匯出自簽名證書" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:66 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:195 msgid "" "The export process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser. Start by accessing your ePOS printer settings on your web " "browser by navigating to its IP address (e.g., `https://192.168.1.25`). " "Then, force the connection as explained in the **Generate a self-signed " "certificate tab**." msgstr "" "匯出的過程很大程度受 :abbr:`OS (作業系統 Operating System)` 及瀏覽器影響。首先，使用網頁瀏覽器前往打印機的 IP " "位址（例如 `https://192.168.1.25`），以存取 ePOS 打印機設定。然後，依照 **產生自簽名證書分頁** " "中的指示，執行強制連線。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:71 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:131 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:200 msgid "If you are using **Google Chrome**," msgstr "若使用 **Google Chrome** ：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:73 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:202 msgid "" "click :guilabel:`Not secure` next to the search bar, and " ":guilabel:`Certificate is not valid`;" msgstr "在搜尋列旁邊按一下 :guilabel:`不安全`，然後按 :guilabel:`證書無效`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "Google Chrome 瀏覽器中，打印機連線不安全的按鈕。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:79 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:208 msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;" msgstr "前往 :guilabel:`詳細資料` 分頁，並按一下 :guilabel:`匯出`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:80 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:209 msgid "" "add `.crt` at the end of the file name to ensure it has the correct " "extension;" msgstr "在檔案名稱結尾加上 `.crt`，確保它有正確的副檔名；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:81 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:210 msgid "" "select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom " "of the pop-up window;" msgstr "在彈出視窗的底部，選擇 :guilabel:`Base64 編碼 ASCII，單一證書`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:83 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:100 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:212 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:229 msgid "save, and the certificate is exported." msgstr "儲存，證書便會匯出。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:86 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not see the file during the import process." msgstr "請確保證書以副檔名 `.crt` 結尾。否則，某些瀏覽器可能在匯入過程中看不到該檔案。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:143 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218 msgid "If you are using **Mozilla Firefox**," msgstr "若使用 **Mozilla Firefox** ：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220 msgid "click the **lock-shaped** icon on the left of the address bar;" msgstr "在網址列左側，按一下 **鎖形** 圖示；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:92 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:221 msgid "" "go to :menuselection:`Connection not secure --> More information --> " "Security tab --> View certificate`;" msgstr "前往 :menuselection:`連線不安全 --> 更多資訊 --> 安全性分頁 --> 查看證書`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "Mozilla Firefox 瀏覽器中，連線不安全的按鈕" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227 msgid "scroll down to the :guilabel:`Miscellaneous` section;" msgstr "向下捲動至 :guilabel:`其他` 部分；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:99 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:228 msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;" msgstr "在 :guilabel:`下載` 部分，按一下 :guilabel:`PEM（證書）`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:102 msgid "Import a self-signed certificate" msgstr "匯入自簽名證書" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104 msgid "" "The import process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser." msgstr "匯入的過程很大程度受 :abbr:`OS (作業系統 Operating System)` 及瀏覽器影響。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:109 msgid "Windows 10" msgstr "Windows 10" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111 msgid "" "Windows 10 manages certificates, which means that self-signed certificates " "must be imported from the certification file rather than the browser. To do " "so," msgstr "Windows 10 是在作業系統層面管理證書，因此自簽名證書必須透過證書檔案匯入，不可使用瀏覽器匯入。執行此操作的步驟如下：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "開啟 Windows 檔案總管，找出已下載的證書檔案；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:115 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "在證書檔案上按滑鼠右鍵，然後按一下 :guilabel:`安裝證書`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117 msgid "" "select where to install the certificate and for whom - either for the " ":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, " "click :guilabel:`Next`;" msgstr "" "選擇安裝證書的位置及適用於哪些使用者：可以是 :guilabel:`目前使用者` 或所有使用者（選擇 :guilabel:`本機電腦`）。然後，按 " ":guilabel:`下一步`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:120 msgid "" "on the `Certificate Store` screen, tick :guilabel:`Place all certificates in" " the following store`, click :guilabel:`Browse...`, and select " ":guilabel:`Trusted Root Certification Authorities`;" msgstr "" "在 `證書儲存位置` 畫面上，勾選 :guilabel:`將所有證書放入以下儲存位置`，按一下 :guilabel:`瀏覽⋯`，然後選擇 " ":guilabel:`受信任的根證書授權機構`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:126 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "按一下 :guilabel:`完成`，並在彈出的安全性視窗選擇接受；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "restart the computer to make sure that the changes are applied." msgstr "重新啟動電腦，以確保正確套用變更。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129 msgid "Linux" msgstr "Linux" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:133 msgid "open Chrome;" msgstr "開啟 Chrome；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 msgid "" "go to :menuselection:`Settings --> Privacy and security --> Security --> " "Manage certificates`;" msgstr "前往 :menuselection:`設定 --> 私隱與安全性 --> 安全性 --> 管理證書`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136 msgid "" "go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select " "the exported certification file;" msgstr "進入 :guilabel:`授權機構` 分頁，按一下 :guilabel:`匯入`，然後選擇已匯出的證書檔案；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:138 msgid "accept all warnings;" msgstr "接受所有警告；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "click :guilabel:`ok`;" msgstr "按一下 :guilabel:`確定`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:150 msgid "restart your browser." msgstr "重新啟動瀏覽器。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 msgid "open Firefox;" msgstr "開啟 Firefox；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:146 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "前往 :menuselection:`設定 --> 私隱與安全性 --> 安全性 --> 查看證書⋯ --> 匯入`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:148 msgid "select the exported certification file;" msgstr "選擇已匯出的證書檔案；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:149 msgid "tick the checkboxes and validate;" msgstr "勾選複選方格並驗證；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152 msgid "Mac OS" msgstr "Mac OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154 msgid "" "On Mac OS, you can secure the connection for all browsers by following these" " steps:" msgstr "在 Mac OS 上，你可依照下列步驟，保護所有瀏覽器的連線：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156 msgid "" "open Safari and navigate to your printer's IP address. Doing so leads to a " "warning page;" msgstr "開啟 Safari 並前往打印機的 IP 位址。瀏覽器會顯示警告頁面；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:157 msgid "" "on the warning page, go to :menuselection:`Show Details --> visit this " "website --> Visit Website`, validate;" msgstr "在警告頁面上，前往 :menuselection:`顯示詳細資訊 --> 造訪此網站 --> 造訪網站`，並進行驗證；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159 msgid "reboot the printer so you can use it with any other browser." msgstr "重新啟動打印機，以便透過任何其他瀏覽器一起使用。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161 msgid "" "To generate and export an SSL certificate and send it to IOS devices, open " "**Google Chrome** or **Mozilla Firefox**. Then," msgstr "" "若要產生及匯出 SSL 證書並將其傳送至 IOS 裝置，請開啟 **Google Chrome** 或 **Mozilla Firefox** 。然後：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "Google Chrome 上有關連線私隱的警告頁面" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome" msgstr "Google Chrome 中，打印機連線不安全的按鈕" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:215 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not find the file during the import process." msgstr "請確保證書以副檔名 `.crt` 結尾。否則，某些瀏覽器可能在匯入過程中找不到該檔案。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "Mozilla Firefox 中，連線不安全的按鈕" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:231 msgid "Android OS" msgstr "Android OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233 msgid "" "To import an SSL certificate into an Android device, first create and export" " it from a computer. Next, transfer the `.crt` file to the device using " "email, Bluetooth, or USB. Once the file is on the device," msgstr "" "要將 SSL 證書匯入 Android 裝置，請先從電腦建立及匯出證書。之後，使用電子郵件、藍牙或 USB，將 `.crt` " "檔案傳輸至裝置。檔案到達裝置後：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 msgid "open the settings and search for `certificate`;" msgstr "開啟設定，並搜尋 `證書`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:238 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "按一下 :guilabel:`證書授權機構`（從裝置儲存空間安裝）；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:239 msgid "select the certificate file to install it on the device." msgstr "選擇證書檔案，以將其安裝至裝置上。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:242 msgid "" "The specific steps for installing a certificate may vary depending on the " "version of Android and the device manufacturer." msgstr "視乎 Android 版本及裝置製造商的不同，安裝證書的具體步驟可能也有所不同。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245 msgid "iOS" msgstr "iOS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:247 msgid "" "To import an SSL certificate into an iOS device, first create and export it " "from a computer. Then, transfer the `.crt` file to the device using email, " "Bluetooth, or any file-sharing service." msgstr "" "若要將 SSL 證書匯入 iOS 裝置，請先從電腦建立並匯出證書。然後，使用電子郵件、藍牙或任何檔案分享服務，將 `.crt` 檔案傳輸至裝置。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:251 msgid "" "Downloading this file triggers a warning pop-up window. Click " ":guilabel:`Allow` to download the configuration profile, and close the " "second pop-up window. Then," msgstr "下載此檔案會觸發警告彈出視窗。按一下 :guilabel:`允許` 以下載設定檔，然後關閉第二個彈出視窗。之後：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "go to the **Settings App** on the iOS device;" msgstr "前往 iOS 裝置上的 **設定** 應用程式；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:255 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "在使用者詳細資料框下，按一下 :guilabel:`已下載的設定檔`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "locate the downloaded `.crt` file and select it;" msgstr "找出已下載的 `.crt` 檔案並選取它；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:257 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "在螢幕右上角按一下 :guilabel:`安裝`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "if a passcode is set on the device, enter the passcode;" msgstr "若裝置設定了密碼，請輸入密碼；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:259 msgid "" "click :guilabel:`Install` on the top right of the certificate warning screen" " and the pop-up window;" msgstr "在證書警告畫面及彈出視窗的右上角，按一下 :guilabel:`安裝`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:261 msgid "click :guilabel:`Done`." msgstr "按一下 :guilabel:`完成`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:265 msgid "" "The certificate is installed, but it still needs to be authenticated. To do " "so," msgstr "此時證書已安裝，但仍需進行身份驗證。步驟如下：" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr "前往 :menuselection:`設定 --> 一般 --> 關於 > 證書信任設定`；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:268 msgid "enable the installed certificate using the **slide button**;" msgstr "使用 **滑動按鈕** 啟用已安裝的證書；" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:269 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "在彈出視窗中，按一下 :guilabel:`繼續`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272 msgid "" "If you need to export SSL certificates from an operating system or web " "browser that has not been mentioned, search for `export SSL certificate` + " "`the name of your browser or operating system` in your preferred search " "engine." msgstr "" "若你需要使用上文未有提及的作業系統或網頁瀏覽器匯出 SSL 證書，請在你慣用的搜尋引擎中，搜尋 `匯出 SSL 證書` + " "`你的瀏覽器或作業系統名稱`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:275 msgid "" "Similarly, to import SSL certificates from an unmentioned OS or browser, " "search for `import SSL certificate root authority` + `the name of your " "browser or operating system` in your preferred search engine." msgstr "" "同樣，若要由上文未有提及的作業系統或瀏覽器匯入 SSL 證書，請在你慣用的搜尋引擎中，搜尋 `匯入 SSL 根證書授權機構` + " "`你的瀏覽器或作業系統名稱`。" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "Check if the certificate was imported correctly" msgstr "檢查是否已正確匯入證書" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282 msgid "" "To confirm your printer's connection is secure, connect to its IP address " "using HTTPS. For example, navigate to `https://192.168.1.25` in your " "browser. If the SSL certificate has been applied correctly, you should no " "longer see a warning page, and the address bar should display a padlock " "icon, indicating that the connection is secure." msgstr "" "若要確認打印機連線是安全，請使用 HTTPS 連線至其 IP 位址。例如，使用瀏覽器前往 `https://192.168.1.25`。如果 SSL " "證書已正確套用，應該不會再看到警告頁面，而且網址列也應顯示鎖形圖示，表示連線安全。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "安全連線（HTTPS）" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:5 msgid "" "If **Direct Devices** is enabled in a Point of Sale settings (for example, " "if you use an :doc:`ePos printer `), HTTP becomes the default" " protocol." msgstr "" "如果在銷售點設定中，啟用了 **直接連線裝置** （例如，使用了 :doc:`ePos 打印機 `），預設會使用 HTTP" " 協定（不安全）。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "強制銷售點使用安全連線（HTTPS）" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:11 msgid "" "Add a new **key** in the **System Parameters** to force your Point of Sale " "to use a secure connection with the HTTPS protocol." msgstr "在 **系統參數** 中，新增一個 **密鑰** ，以強制你的銷售點使用 HTTPS 協定的安全連線。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:14 msgid "" "To do so, activate the :ref:`developer mode `, go to " ":menuselection:`Settings --> Technical --> Parameters --> System " "Parameters`, then create a new parameter, add the following values and click" " on *Save*." msgstr "" "要執行此操作，請啟動 :ref:`開發人員模式 `，前往 :menuselection:`設定 --> 技術性 --> " "參數 --> 系統參數`，然後建立一個新參數，新增以下的值，然後按一下 *儲存* 。" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr "**鍵（Key）** ：`point_of_sale.enforce_https`" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "**值（Value）** ：`True`（真）" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:3 msgid "IoT system connection" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:5 msgid "" "To connect the POS with an :doc:`IoT system `:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:7 msgid "" "Make sure both the Point of Sale and Internet of Things (IoT) apps are " "installed on your database." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:9 msgid "" "Set up the :doc:`/applications/general/iot/iot_box` or " ":doc:`/applications/general/iot/windows_iot`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:11 msgid "Connect the peripheral devices to the IoT system:" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:17 msgid "Device" msgstr "設備" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:18 msgid "Instructions" msgstr "指示" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:19 msgid "Printer" msgstr "列印機" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:20 msgid "" "Connect a supported receipt printer to a :abbr:`USB (Universal Serial Bus)` " "port or to the network, and power it on. Refer to " ":doc:`../restaurant/kitchen_printing`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:22 msgid "Cash drawer" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:23 msgid "The cash drawer should be connected to the printer with an RJ25 cable." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:24 msgid "Barcode scanner" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:25 msgid "" "The barcode scanner must end barcodes with an `ENTER` character (keycode 28)" " in order for the barcode scanner to be compatible. This is most likely the " "barcode scanner's default configuration." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:28 msgid "Scale" msgstr "比例" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:29 msgid "" "Connect the scale and power it on. Refer to " ":doc:`/applications/general/iot/devices/scale`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:30 #: ../../content/applications/sales/point_of_sale/preparation.rst:100 #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:3 msgid "Customer display" msgstr "顧客顯示屏" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:31 msgid "" "Connect a screen to the :abbr:`IoT (Internet of Things)` box to display the " ":abbr:`PoS (Point of Sale)` order. Refer to " ":doc:`/applications/general/iot/devices/screen`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:33 msgid "Payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:34 msgid "" "The connection process depends on the terminal. Refer to the :doc:`payment " "terminals documentation " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:37 msgid "" ":doc:`Connect the IoT system to your Odoo database " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:38 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`. Scroll down to the :guilabel:`Connected Devices` " "section, enable :guilabel:`IoT Box`, then select the devices to be used for " "the POS. Click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:44 msgid "" "Click :guilabel:`IoT Devices` to access the list of " ":doc:`/applications/general/iot/devices` for your POS and view their " "connection status. Click a card to access the device's form." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:48 msgid "" "`List of supported hardware `_." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:49 msgid ":doc:`IoT documentation `" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst:54 msgid "Setup example" msgstr "" #: ../../content/applications/sales/point_of_sale/configuration/pos_iot.rst-1 msgid "A suggested configuration for a point of sale system." msgstr "" #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "多員工管理" #: ../../content/applications/sales/point_of_sale/employee_login.rst:5 msgid "" "Odoo Point of Sale allows you to manage access to a specific POS by enabling" " the **Multi Employees per Session** feature. When activated, :ref:`you can " "select which users can log into the POS ` and :ref:`keep" " track of the employees involved in each order `." msgstr "" "Odoo POS 應用程式設有 **多名員工共用操作時段** 功能，讓你管理誰人能存取特定銷售點/營業點的 " "POS。若啟動此功能，:ref:`你可選擇哪些使用者能夠登入 POS `，並 " ":ref:`追蹤每張訂單涉及哪位/哪些員工 `。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:15 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per " "Session`, and add the allowed employees in the :guilabel:`Allowed Employees`" " field." msgstr "" ":ref:`進入 POS 設定 ` 並選擇你的 POS，或按一下 POS " "卡片上的垂直省略號按鈕（:guilabel:`⋮`)，然後按 :guilabel:`編輯`。之後，啟用 " ":guilabel:`多名員工共用操作時段`，並在 :guilabel:`允許的員工` 欄位中新增允許的員工。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "在 POS 中啟用多名收銀員的設定" #: ../../content/applications/sales/point_of_sale/employee_login.rst:28 msgid "" "Once the feature is activated, cashiers can log in :ref:`by scanning their " "badge ` or selecting their name from the list of " "allowed employees to :ref:`open the session `." msgstr "" "啟動此功能後，收銀員可透過 :ref:`掃瞄職員證 ` 或在已獲允許 :ref:`開啟操作時段 " "` 的員工清單中，選擇自己的姓名去登入。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "啟用多名收銀員功能後，開啟操作時段的視窗" #: ../../content/applications/sales/point_of_sale/employee_login.rst:35 msgid "" "To switch to another user :ref:`from an open session `, " "click the employee name at the top-right of the screen and select the " "employee to swap with from the list." msgstr "" "若要在 :ref:`已開啟的操作時段 ` " "中切換至其他使用者，請按一下螢幕右上角的員工姓名，然後從清單中選擇想要切換的員工。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "從一名收銀員切換至另一名收銀員的按鈕。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:41 msgid "" "You can also require your employees to enter a pin code every time they log " "into a POS to prevent them from logging in as someone else. To define the " "code, go to the **Employees** app, open the employee form, and click the " ":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the " ":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` " "category." msgstr "" "你也可要求員工每次登入 POS 時輸入密碼，以防止他們冒充其他人的身份登入。若要設定密碼，請前往 **員工** 應用程式，開啟員工表單，然後按一下 " ":guilabel:`人力資源設定` 分頁。之後，在 :guilabel:`考勤/銷售點` 類別中，在 :guilabel:`個人密碼` " "欄位輸入你想設定的 PIN 個人密碼。" #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting on the employee form to assign a badge ID and a PIN code." msgstr "員工表單上用作指明職員證編號及個人密碼的設定。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "使用職員識登入" #: ../../content/applications/sales/point_of_sale/employee_login.rst:54 msgid "" "For your employees to be able to log in by scanning their badge, they must " "have a badge ID assigned. To do so, go to the **Employees** app, open the " "employee form, and click the :guilabel:`HR settings` tab. Then, enter the " "badge ID of your choice in the :guilabel:`Badge ID` field of the " ":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`." msgstr "" "要讓員工能夠透過掃瞄職員證登入，他們必須獲編配職員證識別碼（編號）。要執行此操作，請前往 **員工** 應用程式，開啟員工表單，然後按一下 " ":guilabel:`人力資源設定` 分頁。之後，在 :guilabel:`考勤/銷售點` 類別的 :guilabel:`職員證識別碼` " "欄位中，輸入你想設定的職員證識別碼，或按一下 :guilabel:`產生`。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:59 msgid "" "To switch to another user, lock the session by clicking the lock-shaped icon" " (:guilabel:`🔓`) at the top-right of the screen and scan your badge." msgstr "若要切換至其他使用者，請按螢幕右上角的鎖形圖示（:guilabel:`🔓`）鎖定該次操作時段，然後掃瞄你的職員證。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "分析" #: ../../content/applications/sales/point_of_sale/employee_login.rst:67 msgid "" "Once you close and post the POS session, access the comprehensive report to " "review all session activities, including who initiated the session and who " "handled specific orders. To access the session's report, click the vertical " "ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a " "specific session for more detailed information, and click the " ":guilabel:`Orders` button to view a list of all orders placed during that " "session." msgstr "" "關閉並過賬 POS " "操作時段後，你可查看詳盡報告，以檢視操作時段內的所有活動，包括誰人開始該次操作時段，以及誰人處理了哪張特定訂單。若要存取操作時段報告，請按一下 POS " "卡片上的垂直省略號按鈕（:guilabel:`⋮`），然後在 :guilabel:`檢視` 部分選擇 " ":guilabel:`操作時段`。之後，選擇某個操作時段，以獲取更多詳細資訊。你可按一下 :guilabel:`訂單` " "按鈕，查看該操作時段內，已下的所有訂單的列表。" #: ../../content/applications/sales/point_of_sale/employee_login.rst:74 msgid "" "To get an overview of all orders, regardless of the session, click the " "vertical ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Orders` from the :guilabel:`View` section." msgstr "" "若想概覽全部訂單（不論是哪次操作時段），請按 POS 卡片上的垂直省略號按鈕（:guilabel:`⋮`），然後在 :guilabel:`檢視` " "部分選擇 :guilabel:`訂單`。" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:3 msgid "Online food delivery" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:5 msgid "" "**UrbanPiper** is an order management system that integrates with multiple " "food delivery platforms. It consolidates orders from all connected platforms" " into a single interface, simplifying the delivery process." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:9 msgid "Supported providers:" msgstr "支援的服務商：" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:11 msgid "`Careem `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:12 msgid "`Cari `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:13 msgid "`ChowNow `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:14 msgid "`Deliveroo `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:15 msgid "`DoorDash `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:16 msgid "`EatEasy `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:17 msgid "`Glovo `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:18 msgid "`Grubhub `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:19 msgid "`HungryPanda `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:20 msgid "`HungerStation `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:21 msgid "`Jahez `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:22 msgid "`Just Eat `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:23 msgid "`Mrsool `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:24 msgid "`Ninja `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:25 msgid "`NoonFood `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:26 msgid "`Postmates `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:27 msgid "`Rafeeq `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:28 msgid "`SkipTheDishes `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:29 msgid "`Swiggy `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:30 msgid "`Talabat `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:31 msgid "`UberEats `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:32 msgid "`Zomato `_" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:40 msgid "UrbanPiper credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:42 msgid "Get your Atlas credentials:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:44 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:58 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:120 #: ../../content/applications/sales/point_of_sale/preparation.rst:16 msgid "Go to the :ref:`POS settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:45 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:59 msgid "Scroll down to the :guilabel:`Food Delivery Connector` section." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:46 msgid "" "Click :guilabel:`Fill this form to get Username & Api key` and fill out the " "survey." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:47 msgid "" "`Go to your Atlas account `_ and retrieve your" " API key and username by navigating to :menuselection:`Settings --> API " "Access`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Atlas API access" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:56 msgid "Enable the :guilabel:`Urban Piper` setting:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:60 msgid "Check the :guilabel:`Urban Piper` setting." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:62 msgid "Set up UrbanPiper:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:64 msgid "" "Fill in the :guilabel:`Username` and :guilabel:`Api Key` fields with your " ":ref:`UrbanPiper credentials `." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:66 msgid "" "Select the desired delivery providers in the :guilabel:`Food Delivery " "Platforms` field under the :guilabel:`Urban Piper Location` section (i.e., " "Zomato, Uber Eats)." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:68 msgid "Save the settings." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:69 msgid "" "Click the :guilabel:`+ Create Store` button. Doing so creates a new location" " on the UrbanPiper Atlas platform." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:73 msgid "" "The :guilabel:`Pricelist` and :guilabel:`Fiscal Position` fields are " "automatically selected after saving." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:75 msgid "A successful store creation triggers a notification." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:76 msgid "" "The store creation process may take 2–3 minutes to reflect changes on the " "UrbanPiper Atlas platform." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:78 msgid "The store is automatically named after your point of sale name." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Food delivery connector settings" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:84 msgid "Products" msgstr "產品" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:86 msgid "To make products available individually," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:89 msgid "Select any product to open its product form." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:90 msgid "Go to the :guilabel:`Point of Sale` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:91 msgid "Complete the :guilabel:`Urban Piper` section:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:93 msgid "" "Fill in the :guilabel:`Available on Food Delivery` with the desired POS." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:94 msgid "" "Optionally, set up the :guilabel:`Meal Type` field and enable the " ":guilabel:`Is Recommended` and :guilabel:`Is Alcoholic` buttons." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "where to make a single product available for delivery" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:100 msgid "To make multiple products available for food delivery at once," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:103 msgid "Click the list icon (:icon:`oi-view-list`) to switch to the list view." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:104 msgid "Select the products." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:105 msgid "" "Enter the desired POS in the :guilabel:`Available on Food Delivery` column." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Product list" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:111 msgid "Currently, UrbanPiper does not support combo products." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:112 msgid "" "As a workaround, create a product and define combo choices as " ":doc:`Attributes & Variants <../sales/products_prices/products/variants>`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:116 msgid "Synchronization" msgstr "同步處理" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:118 msgid "" "To make products available on food delivery platforms, synchronize with your" " UrbanPiper account:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:121 msgid "Scroll down the :guilabel:`Food Delivery Connector` section." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:122 msgid "Click the :guilabel:`Sync Menu` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:124 msgid "" "The :guilabel:`Last Sync on` timestamp below the :guilabel:`Create Store` " "and :guilabel:`Sync Menu` buttons updates." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:128 msgid "A successful synchronization triggers a notification." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:129 msgid "" "The synchronization process may take 2–3 minutes to reflect changes on the " "UrbanPiper Atlas platform." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:133 msgid "Go live" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:135 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:158 msgid "" "`Go to the Locations tab `_ of your " "Atlas account." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:136 msgid "" "Select the location to activate, then click :guilabel:`Request to go Live`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 msgid "Request to go live button in the locations tab of the Atlas account" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:141 msgid "In the popup window:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:143 msgid "Select the platform(s) to activate and click :guilabel:`Next`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:144 msgid "" "Enter the :guilabel:`Platform ID` and :guilabel:`Platform URL` in the " "corresponding fields to establish the connection between the platform and " "UrbanPiper." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:146 msgid "Click the :guilabel:`Request to Go Live` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 msgid "Go live parameters" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:152 msgid "" "To find the location's :guilabel:`Platform ID` and :guilabel:`Platform URL`," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:154 msgid "Click the location to open its setup form." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:155 msgid "The location's parameters are available in the :guilabel:`HUB` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:156 msgid "Verify that your location is live:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:159 msgid "" "Select any provider in the :guilabel:`Assoc. platform(s)` column to review " "the status of that platform for this location." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:163 msgid "Order flow" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:165 msgid "" "An order placed via the configured delivery platform triggers a " "notification. To manage these orders, open the orders' list view by:" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:168 msgid "Clicking :guilabel:`Review Orders` on the notification popup." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:169 msgid "Clicking the bag-shaped icon for online orders and :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:0 msgid "Cart button" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:175 msgid "" "Clicking this icon displays the number of orders at each stage: " ":guilabel:`New`, :guilabel:`Ongoing`, and :guilabel:`Done`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:177 msgid "" "The :guilabel:`New` button indicates newly placed orders, " ":guilabel:`Ongoing` is for accepted orders, and :guilabel:`Done` is for " "orders ready to be delivered." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:180 msgid "Then," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:182 #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:201 msgid "Select the desired order." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:183 msgid "Click the :guilabel:`Accept` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:184 msgid "" "When an order is accepted, its :guilabel:`Order Status` switches from " ":guilabel:`Placed` to :guilabel:`Acknowledged` and is automatically " "displayed on the preparation display." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:187 msgid "When the order is ready," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:189 msgid "Open the orders' list view." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:190 msgid "Select the order." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:191 msgid "" "Click the :guilabel:`Mark as ready` button. Its :guilabel:`Order Status` " "switches from :guilabel:`Acknowledged` to :guilabel:`Food Ready`, and its " ":guilabel:`Status` switches from :guilabel:`Ongoing` to :guilabel:`Paid`." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:196 msgid "Order rejection" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:198 msgid "" "Sometimes, the shop or restaurant may want to **reject** an order. In this " "case, open the orders' list view," msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:202 msgid "Click the :guilabel:`Reject` button." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:203 msgid "Select one of the reasons from the popup window." msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst-1 msgid "Reject order pop-up" msgstr "" #: ../../content/applications/sales/point_of_sale/online_food_delivery.rst:209 msgid "" "**Swiggy** orders cannot be directly rejected. Attempting to reject one " "prompts Swiggy customer support to contact the restaurant. Similarly, " "**Deliveroo**, **JustEat**, and **HungerStation** do not allow order " "rejection. Always follow the respective provider's guidelines for handling " "such cases." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "付款方式" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:7 msgid "" "To add a payment method, you first need to create it. Go to " ":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " "New`, and set a name. Check :guilabel:`Identify Customer` to allow this " "payment method *exclusively* for registered customers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:11 msgid "" "Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " "payment method for cash payments, or :guilabel:`Bank` to use it for card " "payments." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:18 msgid "" "Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" " Payment Terminal` field in which you can add your :doc:`payment terminal's " "information `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:23 msgid ":doc:`payment_methods/terminals`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81 msgid "" "Once the payment method is created, you can select it in your POS settings. " "To do so, go to the :ref:`POS' settings `, click " ":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` " "section." msgstr "" "建立付款方式後，你可在 POS 的設定中選擇它。要執行此操作，請前往 :ref:`POS 設定 " "`，按一下 :guilabel:`編輯`，然後在 :guilabel:`付款` 部份新增付款方式。" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:3 msgid "QR code payments" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:5 msgid "" "QR code payments allow users to generate a code that customers can scan with" " their mobile banking app to initiate a bank transfer or pay instantly." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:12 msgid "Activate and set up QR code payments" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:14 msgid "Go to :menuselection:`Accounting --> Configuration --> Settings`, and" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:16 msgid "" "Activate or upgrade your country's fiscal localization package under the " ":guilabel:`Fiscal Localization` section to access all country-specific " "accounting features." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:18 msgid "" "Activate :guilabel:`QR codes` under the :guilabel:`Customer Payments` " "section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:20 msgid "" "Then, as the QR code type differs depending on your country, follow the " "corresponding documentation page from the following table to set them up." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:27 msgid "QR code types" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:28 msgid "Module name" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:29 msgid "Technical name" msgstr "技術名稱" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:30 msgid "Description" msgstr "說明" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:31 msgid "Pix" msgstr "Pix" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:32 msgid "" ":doc:`Brazilian - Accounting<../../../finance/fiscal_localizations/brazil>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:33 msgid "`l10n_br`" msgstr "`l10n_br`" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:34 msgid "" "The base module to manage the accounting chart and localization for Brazil." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:35 msgid "FPS" msgstr "FPS 轉數快" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:36 msgid "" ":doc:`Hong Kong - " "Accounting<../../../finance/fiscal_localizations/hong_kong>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:37 msgid "`l10n_hk`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:38 msgid "" "The base module to manage the accounting chart and localization for Hong " "Kong." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:39 msgid "QRIS" msgstr "QRIS" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:40 msgid "" ":doc:`Indonesian - " "Accounting<../../../finance/fiscal_localizations/indonesia>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:41 msgid "`l10n_id`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:42 msgid "" "The base module to manage the accounting chart and localization for " "Indonesia." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:43 msgid "PayNow" msgstr "PayNow" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:44 msgid "" ":doc:`Singapore - " "Accounting<../../../finance/fiscal_localizations/singapore>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:45 msgid "`l10n_sg`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:46 msgid "" "The base module to manage the accounting chart and localization for " "Singapore." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:47 msgid "QR-bill" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:48 msgid "" ":doc:`Switzerland - " "Accounting<../../../finance/fiscal_localizations/switzerland>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:49 msgid "`l10n_ch`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:50 msgid "" "The base module to manage the accounting chart and localization for " "Switzerland." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:51 msgid "PromptPay" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:52 msgid "" ":doc:`Thailand - Accounting<../../../finance/fiscal_localizations/thailand>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:53 msgid "`l10n_th`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:54 msgid "" "The base module to manage the accounting chart and localization for " "Thailand." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:55 msgid "VietQR" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:56 msgid "" ":doc:`Vietnam - Accounting<../../../finance/fiscal_localizations/vietnam>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:57 msgid "`l10n_vn`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:58 msgid "" "The base module to manage the accounting chart and localization for Vietnam." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:59 msgid "EPC" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:60 msgid "" ":doc:`Account SEPA QR " "Code<../../../finance/accounting/customer_invoices/epc_qr_code>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:61 msgid "`account_qr_code_sepa`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:62 msgid "This module adds support for SEPA Credit Transfer QR-code generation." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:65 msgid "Create the payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:67 msgid "Open the Point of Sale application." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:68 msgid "" "Go to :menuselection:`Configuration --> Payment Methods` and create a " "payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:69 msgid "Set a bank-type journal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:70 msgid "" "Select :guilabel:`Bank App (QR Code)` under the :guilabel:`Integration` " "section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:71 msgid "Select the :guilabel:`QR Code Format` from the dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:73 msgid "" "Select :guilabel:`SEPA Credit Transfer QR` if you are part of the Single " "Euro Payments Area (SEPA)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:75 msgid "" "Select :guilabel:`EMV Merchant-Presented QR-code` for other QR code types." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1 msgid "QR code payment method configuration" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:82 msgid "" "At least one bank account must be defined in the journal to allow QR code " "payments to be registered with bank apps." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:85 msgid "" "Once the payment method is created, go to the :ref:`POS' settings " "` and add the payment method to your POS under the " ":guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1 msgid "Enable QR code payment method" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:93 msgid "Register payments using QR codes" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:95 msgid "" "When processing a payment, select the payment method for QR code payments. A" " QR code is generated and displayed on the screen for the customer to scan " "and pay with their mobile banking app." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst-1 msgid "QR code payment example" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:102 msgid "Hit :guilabel:`Confirm Payment` to validate the transaction." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/qr_code_payment.rst:105 msgid "" "Odoo does **not** check the bank payment. It is recommended that users " "verify payments for validity before confirming them on the POS register." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7 msgid "" "Connecting and integrating a payment terminal with your POS system allows " "you to accept multiple payment options, including credit and debit cards, " "making the payment process more efficient." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15 msgid "" "Go to the :ref:`application settings `, scroll down " "to the :guilabel:`Payment Terminals` section, and tick your terminal's " "checkbox." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`Adyen configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Ingenico configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`Mercado Pago configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Razorpay configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27 msgid ":doc:`SIX configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 msgid ":doc:`Stripe configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:29 msgid ":doc:`Viva Wallet configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30 msgid ":doc:`Worldline configuration `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:32 msgid "" "Once the terminal is configured, you can :doc:`create the corresponding " "payment method and add it to the POS <../payment_methods>`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:36 msgid "Pay with a payment terminal" msgstr "使用付款終端機付款" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:38 msgid "" "When processing a payment, select the terminal's payment method. Check the " "amount and click on :guilabel:`Send`. Once the payment is successful, the " "status changes to :guilabel:`Payment Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 msgid "" "In case of connection issues between Odoo and the payment terminal, force " "the payment by clicking on :guilabel:`Force Done`, which allows you to " "validate the order." msgstr "如果 Odoo 與付款終端機之間出現連線問題，你可透過點按 :guilabel:`強制完成` 以強制執行付款，這樣做就可以驗證訂單。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "此選項只會在收到連線失敗的錯誤訊息時，才會顯示供使用。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:47 msgid "To cancel the payment request, click on :guilabel:`Cancel`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3 msgid "Adyen" msgstr "Adyen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5 msgid "" "Connecting an **Adyen payment terminal** allows you to offer a fluid payment" " flow to your customers and ease the work of your cashiers." msgstr "透過連接 **Adyen 付款終端機**，你可為客戶提供流暢的付款流程，同時減省收銀員的工作量。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9 msgid "" "Adyen payment terminals do not require an :doc:`IoT Box " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:10 msgid "" "Adyen terminals can be used in many countries, but not worldwide. Check the " "`List of countries supported by Adyen `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:12 msgid "" "Adyen works only with businesses processing more than **$10 million " "annually** or invoicing a minimum of **1,000 transactions per month**." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:16 msgid "" "`List of payment methods supported by Adyen `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:17 msgid "" "`List of Adyen terminals `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:22 msgid "" "Start by creating your Adyen account on `Adyen's website " "`_. Then, board your terminal following the steps " "described on your terminal's screen." msgstr "" "首先在 `Adyen 網站 `_ 建立你的 Adyen " "帳戶。然後，按照終端機螢幕上顯示的步驟，連接終端機。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:26 msgid "" "`Adyen Docs - Payment terminal quickstart guides " "`_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31 msgid "Generate an Adyen API key" msgstr "產生 Adyen API 密鑰" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:33 msgid "" "The **Adyen API key** is used to authenticate requests from your Adyen " "terminal. To generate an API key, go to your :menuselection:`Adyen account " "--> Developers --> API credentials`, and **create** new credentials or " "select **existing** ones. Click :guilabel:`Generate an API key` and save the" " key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the " "payment method creation `." msgstr "" "**Adyen API 密鑰** 用於驗證你的 Adyen 終端機發出的請求。要產生 API 密鑰，請前往你的 " ":menuselection:`Adyen 帳戶 --> 開發人員 --> API 憑證`，然後**建立**新憑證或選擇**現有**的憑證。按一下 " ":guilabel:`產生 API 密鑰` 並記下密鑰，以將其貼上至 Odoo :ref:`建立付款方式 ` 過程中的 :guilabel:`Adyen API 密鑰` 欄位。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "" "`Adyen Docs - API credentials `_." msgstr "" "`Adyen 使用說明 - API 憑證 `_" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46 msgid "Locate the Adyen terminal identifier" msgstr "找出 Adyen 終端機識別符" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:48 msgid "" "The **Adyen Terminal Identifier** is the terminal's serial number, which is " "used to identify the hardware." msgstr "**Adyen 終端機識別符**是終端機的序列號碼，用於識別硬件。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51 msgid "" "To find this number, go to your :menuselection:`Adyen account --> Point of " "Sale --> Terminals`, select the terminal to link with, and save its serial " "number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field" " at :ref:`the payment method creation `." msgstr "" "要找到此號碼，請前往你的 :menuselection:`Adyen 帳戶 --> 銷售點 --> " "終端機`，選擇要連結的終端機，並記下其序列號碼，以將其貼上至 Odoo :ref:`建立付款方式 ` " "過程中的 :guilabel:`Adyen 終端機識別符` 欄位。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:57 msgid "Set the Event URLs" msgstr "設定事件網址" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59 msgid "" "For Odoo to know when a payment is made, you must configure the terminal " "**Event URLs**. To do so," msgstr "要讓 Odoo 知道何時有人付款，你必須為終端機配置**事件網址**。要執行此操作，" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:61 msgid "Log in to `Adyen's website `_;" msgstr "登入至 `Adyen 網站 `_；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62 msgid "" "Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" " select the connected terminal;" msgstr "前往 :menuselection:`Adyen Dashboard --> 銷售點 --> 終端機` 並選擇已連接的終端機；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:64 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "在終端機設定中，按一下 :guilabel:`整合功能`；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65 msgid "" "Set the :guilabel:`Switch to decrypted mode to edit this setting` field as " ":guilabel:`Decrypted`;" msgstr "將 :guilabel:`切換至已解密模式以編輯此設定` 欄位，設為 :guilabel:`已解密`；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:66 msgid "" "Click the **pencil icon** button and enter your server address, followed by " "`/pos_adyen/notification` in the :guilabel:`Event URLs` field;" msgstr "" "按一下**鉛筆圖示**按鈕，然後在 :guilabel:`事件網址` 欄位中，輸入你的伺服器地址，後接 " "`/pos_adyen/notification`；" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68 msgid "Click :guilabel:`Save` at the bottom of the screen to save changes." msgstr "按一下螢幕底部的 :guilabel:`儲存`，以儲存更改。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:41 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:30 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:81 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "Configure the payment method" msgstr "配置付款方式" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:75 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field." msgstr "" "在 :ref:`應用程式設定 ` 中，啟用付款終端機，並 :doc:`建立相關的付款方式 " "<../../payment_methods>`。將日記賬類型設為 :guilabel:`銀行`，然後在 :guilabel:`使用付款終端機` " "欄位選擇 :guilabel:`Adyen`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79 msgid "" "Finally, fill in the mandatory fields with your :ref:`Adyen API key " "`, :ref:`Adyen Terminal Identifier `, and " ":guilabel:`Adyen Merchant Account`." msgstr "" "最後，在必填欄位中填寫你的 :ref:`Adyen API 密鑰 `、:ref:`Adyen 終端機識別碼 " "` 以及 :guilabel:`Adyen 商家帳戶`。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3 msgid "Ingenico" msgstr "Ingenico " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " "your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:9 msgid "" "Ingenico payment terminals require an :doc:`IoT system " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:10 msgid "" "Ingenico is currently only available in Belgium, the Netherlands and " "Luxembourg." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:11 msgid "" "Odoo works with the Ingenico Lane/, Desk/, and Move/ payment terminals as " "they support the TLV communication protocol through TCP/IP." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:18 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:19 msgid "Connect an IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:20 msgid "" "Connecting an Ingenico payment terminal to Odoo is a feature that requires " "an IoT system. For more information on how to connect an IoT system to your " "database, please refer to the :doc:`IoT documentation " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:25 msgid "Configure the Lane/Desk/Move 5000 terminals for Ingenico BENELUX" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27 msgid "" "Press the function button (:guilabel:`F` on Lane/5000, :guilabel:`⦿` on " "Desk/5000 and Move/5000)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:29 msgid "" "Go to :menuselection:`Kassa menu --> Settings Menu` and enter the settings " "password." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:30 msgid "" "Select :guilabel:`Change Connection` and press :guilabel:`OK` on the next " "screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:31 msgid "Select :guilabel:`TCP/IP` and :guilabel:`IP-address`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:32 msgid "On the next screen, enter the IP address of your IoT system." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:33 msgid "" "Enter `9000` as port number and press :guilabel:`OK` on the next screen." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:35 msgid "" "At this point, the terminal restarts and should be displayed on the IoT " "system's form in Odoo." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:43 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field." " Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:3 msgid "Mercado Pago" msgstr "Mercado Pago" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:9 msgid "" "Only **Point Smart** payment terminals in **Argentina**, **Brazil**, and " "**Mexico** are supported. They can be purchased on `Mercado Pago's website " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:14 msgid "" "`Mercado Pago online payments `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:22 msgid "Create a `Mercado Pago account `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:23 msgid "" "Associate your Point Smart terminal with a :guilabel:`store` and a " ":guilabel:`cash drawer` by following `Mercado Pago's documentation " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:27 msgid "" "All purchased terminals are automatically displayed on your Mercado " "dashboard." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:29 msgid "" "Set your Point Smart terminal to the :guilabel:`Point of Sale` operation " "mode." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:32 msgid "Odoo does not support the :guilabel:`Standalone` operation mode." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:34 msgid "" ":ref:`Create a Point Smart application `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:35 msgid ":ref:`Generate your credentials `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:36 msgid "" ":ref:`Create and configure the related payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:41 msgid "Point Smart application" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:43 msgid "" "Create a new application from Mercado Pago's `developer panel " "`_ by following `Mercado Pago's " "applications documentation `_, " "making sure you select :guilabel:`In person Payments`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:51 msgid "Credentials" msgstr "憑證" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:53 msgid "" "Once the Point Smart application is created, three credentials are required:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:55 msgid "An access token that Odoo uses to call Mercado Pago." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:56 msgid "" "A webhook secret key that Odoo uses to authenticate notifications sent by " "Mercado Pago." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:57 msgid "" "The **terminal serial number** at the back of your Point Smart terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:59 msgid "" "Retrieve the access token and webhook secret key by following `Mercado " "Pago's credentials documentation " "`_. Then, copy and paste them into Odoo when " "creating the payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:64 msgid "" "For the webhooks configuration, add the URL of your Odoo database (e.g., " "`https://mycompany.odoo.com`) followed by `/pos_mercado_pago/notification` " "(e.g., `https://mycompany.odoo.com/pos_mercado_pago/notification`)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:0 msgid "Webhooks configuration on Mercado Pago." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:74 msgid "Payment method" msgstr "付款方式" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:76 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable :guilabel:`Mercado Pago` under the :guilabel:`Payment Terminals` " "section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:78 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:34 msgid "" ":doc:`Create the related payment method <../../payment_methods>` by going to" " :menuselection:`Point of Sale --> Configuration --> Payment Methods`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:80 msgid "Set the journal type as :guilabel:`Bank`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:81 msgid "" "Select :guilabel:`Mercado Pago` in the :guilabel:`Use a Payment Terminal` " "field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:82 msgid "" "Fill in the mandatory fields with the :ref:`previously generated credentials" " `:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:85 msgid "" "Fill in the :guilabel:`Production user token` field using the access token." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:86 msgid "" "Fill in the :guilabel:`Production secret key` field using the webhook secret" " key." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:87 msgid "" "Fill in the :guilabel:`Terminal S/N` field using the terminal serial number." " You can find it at the back of your terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:89 msgid "" "Click the :guilabel:`Force PDV` button to activate the Point of Sale mode." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst-1 msgid "Form to create a new payment method." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:94 msgid "" "Select the payment method by going to the :ref:`POS' settings " "` and adding it to the payment method under the " ":guilabel:`Payment Methods` field of the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/mercado_pago.rst:99 msgid "" "Any action made on the terminal should trigger a notification on the POS " "interface. Ensure the :ref:`webhook secret key ` is correctly configured if you are not notified." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:3 msgid "Razorpay" msgstr "Razorpay" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:5 msgid "" "Connecting a Razorpay payment terminal allows you to offer a fluid payment " "flow to your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:9 msgid "" ":doc:`Use Razorpay as apayment provider. " "<../../../../finance/payment_providers/razorpay>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:17 msgid "Locate your Razorpay credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:19 msgid "" "`Create a Razorpay account `_ and set it up on their website." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:22 msgid "" "You need the following credentials to set up the payment method in Odoo:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:24 msgid "" "`API key `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:25 msgid "Razorpay username" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:26 msgid "" "Razorpay device serial number, which can be found underneath the device or " "on `Razorpay's dashboard `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:32 msgid "" ":doc:`Activate the POS Razorpay module <../../../../general/apps_modules>` " "to enable the payment terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:37 msgid "Set the :guilabel:`Journal` type as :guilabel:`Bank`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:38 msgid "" "Select :guilabel:`Razorpay` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:39 msgid "" "Enter your username in the :guilabel:`Razorpay Username` field and your " "device's serial number in the :guilabel:`Razorpay Device Serial No` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:41 msgid "" "Fill in the :guilabel:`Razorpay API Key` field with the :ref:`Razorpay API " "key `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:43 msgid "" "Set the :guilabel:`Razorpay Allowed Payment Modes` according to your needs." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:0 msgid "Razorpay connection form" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:49 msgid "" "You can enable the :guilabel:`Razorpay Test Mode` field while testing or " "keep it unchecked for production." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:52 msgid "" "Once the payment method is created, you can enable it for your POS. To do " "so, go to the :ref:`POS' settings ` and add the " "payment method under the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/razorpay.rst:56 msgid "The terminal must have at least a 10% battery level to use it." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3 msgid "SIX" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5 msgid "" "Connecting a SIX payment terminal allows you to offer a fluid payment flow " "to your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9 msgid "" "Even though Worldline has recently acquired SIX Payment Services and both " "companies use Yomani payment terminals, the firmware they run is different. " "Terminals received from Worldline are therefore not compatible with this " "integration." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 msgid "Install the POS IoT Six module" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 msgid "" "To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the " ":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds " "the necessary driver and interface to your database to detect Six terminals." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 msgid "" "Connecting a Six payment terminal to Odoo is requires :doc:`using an IoT " "system `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 msgid "Configure the terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 msgid "" "Navigate to the IoT system's homepage, where you can find the " ":guilabel:`Six payment terminal` field once your database server is " "connected to the IoT system. Click :guilabel:`Configure`, fill in the " ":guilabel:`Terminal ID` field with the ID received from Six, and click " ":guilabel:`Connect`. Your Six terminal ID should appear in the " ":guilabel:`Current Terminal Id` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Setting the Six terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43 msgid "" "Odoo automatically restarts the IoT system when the Six terminal ID is " "configured. If your Six terminal is online, it will be automatically " "detected and connected to the database. Check the IoT system's homepage " "under the :guilabel:`Payments` section to confirm the connection." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Confirming the connection to the Six payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. " "Then, select your terminal device in the :guilabel:`Payment Terminal Device`" " field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3 msgid "Stripe" msgstr "Stripe" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9 msgid "" "Stripe payment terminals do not require an :doc:`IoT Box " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:10 msgid "" "Stripe terminals can be used in many countries, but not worldwide. Check the" " `global availability for Stripe Terminal " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12 msgid "" "Stripe's integration works with `Stripe Terminal smart readers " "`_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15 msgid "" ":doc:`Stripe as payment provider " "<../../../../finance/payment_providers/stripe>`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:16 msgid "" "`List of payment methods supported by Stripe " "`_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24 msgid "" "Activate **Stripe** in the settings by going to :menuselection:`Point of " "Sale --> Configuration --> Settings --> Payment Terminals` and enabling " ":guilabel:`Stripe`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27 msgid "Then, create the payment method:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:29 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " "click :guilabel:`Create`, and complete the :guilabel:`Method` field with " "your payment method's name;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:31 msgid "" "Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" " a Payment Terminal` field as :guilabel:`Stripe`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:33 msgid "" "Enter your payment terminal serial number in the :guilabel:`Stripe Serial " "Number` field;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34 msgid "" "Click :guilabel:`Don't forget to complete Stripe connect before using this " "payment method.`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "payment method creation form" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:41 msgid "" "Click :guilabel:`Identify Customer` to allow this payment method " "**exclusively** for identified customers. For any unidentified customers to " "be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " "unchecked." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:44 msgid "" "The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" " can stay empty to use the default accounts." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:46 msgid "" "Find your payment terminal serial number under the device or on `Stripe's " "dashboard `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:50 msgid "Connect Stripe to Odoo" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:52 msgid "" "Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " "configuration page. Fill in all the information to create your Stripe " "account and link it with Odoo. Once the forms are completed, the API keys " "(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" " **Stripe's** website. To do so, click :guilabel:`Get your Secret and " "Publishable keys`, click the keys to copy them, and paste them into the " "corresponding fields in Odoo. Your terminal is ready to be configured in a " "POS." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:64 msgid "" "When you use **Stripe** exclusively in Point of Sale, you only need the " "**Secret Key** to use your terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:66 msgid "" "When you use Stripe as **payment provider**, the :guilabel:`State` can stay " "set as :guilabel:`Disabled`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:68 msgid "" "For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " "does not work. To retrieve the API keys manually, log in to your `Stripe " "dashboard `_, type `API` in the search bar, " "and click :guilabel:`Developers > API`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Configure the payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:76 msgid "" "Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " "admin PIN code, validate and select your network." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:80 msgid "The user's device and the terminal must share the same network." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81 msgid "In case of a Wi-Fi connection, the network must be secured." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:82 msgid "" "You must enter the admin PIN code to access your payment terminal settings. " "By default, this code is `07139`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:116 msgid "Link the payment method to a POS" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88 msgid "" "To add a **payment method** to your point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " "POS, scroll down to the :guilabel:`Payments` section, and add your payment " "method for **Stripe** in the :guilabel:`Payment Methods` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:93 msgid "Troubleshooting" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:96 msgid "Payment terminal unavailable in your Stripe account" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98 msgid "" "If the payment terminal is unavailable in your Stripe account, you must add " "it manually:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:100 msgid "" "Log into your `Stripe's dashboard `_ and go to" " :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:102 msgid "" "Add a location by clicking the :guilabel:`+ New` button or selecting an " "already created location;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:103 msgid "" "Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " "in the required information." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:107 msgid "" "You must provide a **registration code**. To retrieve that code, swipe right" " on your device, enter the admin PIN code (by default: `07139`), validate, " "and click :guilabel:`Generate a registration code`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:3 msgid "Viva Wallet" msgstr "Viva Wallet" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:5 msgid "" "Connecting a **Viva Wallet** :doc:`payment terminal <../terminals>` allows " "you to offer a fluid payment flow to your customers and ease the work of " "your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:9 msgid "" "Viva Wallet lets you turn your phone into a mobile card reader: `Tap On " "Phone `_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:15 msgid "" "Start by creating your Viva Wallet account on `Viva Wallet's website " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:18 msgid "Locate your Viva Wallet credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:20 msgid "" "When configuring Viva Wallet in Point of Sale, you need to use specific " "credentials that are available in your Viva Wallet account. These " "credentials include your :ref:`Merchant ID `, :ref:`API " "key `, :ref:`POS API credentials `," " and :ref:`Terminal ID ` number." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:28 msgid "Merchant ID and API key" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:30 msgid "" "Locate your `Merchant ID and API key following the Viva documentation " "`_. Then, save the keys and paste them " "into the Odoo :guilabel:`Merchant ID` and :guilabel:`API Key` fields " ":ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "merchant ID and API key fields" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:39 msgid "These credentials are used for APIs that authenticate with Basic Auth." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:44 msgid "POS API credentials" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:46 msgid "" "Locate and generate your `POS API credentials following the Viva " "documentation `_. Then, save the keys and paste " "them in the Odoo :guilabel:`Client secret` and :guilabel:`Client ID` fields " ":ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:52 msgid "" "These credentials are only displayed once. Ensure you keep a copy to secure " "them." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "Client secret and client ID fields" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:58 msgid "" "These credentials are used for Android and iOS POS Activation requests, as " "well as the Cloud Terminal API." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:64 msgid "Terminal ID" msgstr "終端ID" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:66 msgid "Your terminal ID number is used to identify your terminal. To find it:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:68 msgid "Go to your Viva Wallet account and select the relevant account." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:69 msgid "" "Go to :menuselection:`Sales --> Physical payments --> Card terminals` in the" " navigation menu." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:71 msgid "" "The terminal ID number is located under the :guilabel:`Terminal ID (TID)` " "column. Save it to paste it into the :guilabel:`Terminal ID` field " ":ref:`when creating the payment method `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst-1 msgid "Viva terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:83 msgid "" ":doc:`Activate the POS Viva Wallet module " "<../../../../general/apps_modules>` to enable the payment terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:85 msgid "" ":doc:`Create the related payment method <../../payment_methods>` by going to" " :menuselection:`Point of Sale --> Configuration --> Payment Methods` and " "clicking :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:88 msgid "Set the journal type as :guilabel:`Bank`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:89 msgid "" "Select :guilabel:`Viva Wallet` in the :guilabel:`Use a Payment Terminal` " "field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:90 msgid "Fill in the mandatory fields with your:" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:92 msgid ":ref:`Merchant ID and API key `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:93 msgid ":ref:`Client ID and Client secret `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:94 msgid ":ref:`Terminal ID `" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:96 msgid "" "Save the form and copy the generated webhook URL from the :guilabel:`Viva " "Wallet Webhook Endpoint` field. This URL is necessary :ref:`when configuring" " the webhook `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:106 msgid "Configure the webhook" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:108 msgid "" "Webhooks allow you to receive real-time notifications whenever a transaction" " occurs within your Viva Wallet account. Set them up for `payment " "transactions following the Viva documentation " "`_." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:113 msgid "" "`Setting up webhooks `_" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/viva_wallet.rst:118 msgid "" "You can select the payment method in your POS settings once the payment " "method is created. To do so, go to the :ref:`POS' settings " "` and add the payment method under the " ":guilabel:`Payment methods` field of the :guilabel:`Payment` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" msgstr "Worldline" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 msgid "" "Worldline payment terminals require an :doc:`IoT Box " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:10 msgid "" "Worldline is currently only available in Belgium, the Netherlands and " "Luxembourg." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:11 msgid "" "Odoo is compatible with Worldline terminals that use the CTEP protocol " "(e.g., the Yomani XR and Yoximo terminals). If you have any doubts, contact " "your payment provider to ensure your terminal's compatibility." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:21 msgid "" "Connecting a Worldline Payment Terminal to Odoo is a feature that requires " "an IoT system. For more information on how to connect one to your database, " "please refer to the :doc:`IoT documentation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:26 msgid "Configure the protocol" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:28 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> " "CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent " "screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). " "Finally, press **Stop** three times; the terminal automatically restarts." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:35 msgid "Set the IP address" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:37 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> " "TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`" " (*TCP Configuration client* screen)." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:42 msgid "Finally, set up the hostname and port number." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Hostname" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:48 msgid "" "To set up the hostname, enter your IoT system's IP address' sequence numbers" " and press **OK** at each \".\" until you reach the colon symbol." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:49 msgid "Then, press **OK** twice." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "Here's an IP address sequence: `10.30.19.4:8069`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "" "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> " "19 --> OK --> 4 --> OK --> OK`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:57 msgid "" "Your IoT system's IP address is available on the :ref:`IoT system's card in " "the IoT app `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:61 msgid "Port number" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63 msgid "" "On the *Port number* screen, enter **9001** (or **9050** for Windows) and " "click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> " "OK`. Click on **Stop** three times; the terminal automatically restarts." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:68 msgid "" "For the :doc:`Windows virtual IoT `, the `9050` " "port must be added as a :ref:`Windows Firewall exception `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:74 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` " "field. Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 msgid "Technician password: `1235789`" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89 msgid "" "To reach Wordline's technical assistance, call `02 727 61 11` and choose " "\"merchant\". Your call is automatically transferred to the desired service." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91 msgid "" "Configure the cashier terminal if you have both a customer and a cashier " "terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:93 msgid "" "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:3 msgid "Marketing features" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:5 msgid "" "Use your POS system to engage with customers directly by sending them " "promotional offers via email or WhatsApp." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:9 msgid "Storing contact details" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:11 msgid "" "This feature requires your customer's contact details, either their email " "address or phone number." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:13 msgid "" "**Email addresses**: automatically collected and saved in POS orders when " "sending a receipt by email." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:15 msgid "" "**Phone numbers**: to store phone numbers when sending receipts on WhatsApp " "or by SMS," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:17 msgid "" "Go to :menuselection:`Configuration --> Settings` and scroll to the " ":guilabel:`Bills & Receipts` section;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:19 msgid "" "Activate the :guilabel:`WhatsApp Enabled` or :guilabel:`SMS Enabled` " "option(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "setting to enable to store phone numbers when sending receipts" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:24 msgid "" "If a customer’s contact information is missing, it will be automatically " "saved in POS orders when the receipt is sent via email, SMS, or WhatsApp." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:28 msgid "" "From a POS order form, navigate to the :guilabel:`Contact Info` category " "under the :guilabel:`Extra Info` tab, then click the email icon or whatsapp " "icon to send standalone marketing messages." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:0 msgid "pos orders form's standalone marketing message option" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:36 msgid "Email marketing" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:38 msgid "To send marketing emails to your customers from POS orders," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:40 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:101 msgid "Go to :menuselection:`Point of Sale --> Orders --> Orders`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:41 #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:102 msgid "Select the orders;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:42 msgid "" "Click :guilabel:`Actions`, then :guilabel:`Send Email` from the dropdown " "menu." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:44 msgid "" "Doing so opens an email composing form. Fill it in and hit :guilabel:`Send`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "mail composer view" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:51 msgid "" "Save some time by saving your content as a template. Click the vertical " "ellipsis button and select your template under the :guilabel:`Insert " "Template` section." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:53 msgid "" "You can also save your content as template for later use. Click the vertical" " ellipsis button and select :guilabel:`Save as Template`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:57 msgid "" "Fill in the :guilabel:`Mass Mailing Name` field to create a mass mailing and" " track its results in the :doc:`Email Marketing app " "<../../marketing/email_marketing>`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:59 msgid "" "If an email address is not related to an existing customer, a new customer " "is automatically created when sending marketing emails." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:63 msgid "" ":doc:`Use the email marketing app for more advanced marketing features " "<../../marketing/email_marketing>`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:67 msgid "Whatsapp marketing" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:74 msgid "" "You first need to enable the related server action to send WhatsApp " "marketing messages from your POS using the phone numbers collected from POS " "orders. To do so," msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:77 msgid "Go to the WhatsApp application;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:78 msgid "Create a new :ref:`WhatsApp template `;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:79 msgid "Configure the fields:" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:81 msgid ":guilabel:`Applies to` field set to :guilabel:`Point of Sale Orders`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:82 msgid ":guilabel:`Category` field to :guilabel:`Marketing`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:83 msgid "" ":guilabel:`Phone Field` to either :guilabel:`Mobile` or :guilabel:`Customer " "> Phone`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:84 msgid "Click :guilabel:`Submit for Approval`;" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:85 msgid "" "Once approved, click the :guilabel:`Allow Multi` button to create a server " "action in the POS orders list view." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "approved and configured for marketing uses whatsapp template" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:92 msgid "" "If you modify the template's content, you must request for approval again, " "as its status returns to the :guilabel:`Draft` state." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:96 msgid ":doc:`WhatsApp configuration <../../productivity/whatsapp>`" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:99 msgid "Send WhatsApp marketing messages" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:103 msgid "" "Click :guilabel:`Actions`, then :guilabel:`WhatsApp Message` from the " "dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:105 msgid "" "Doing so opens a WhatsApp message composing form. Select the desired " "marketing template in the :guilabel:`Template` field and hit :guilabel:`Send" " Message`." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst-1 msgid "whatsapp composer view" msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:112 msgid "" "To use WhatsApp marketing in the Point of Sale, approved marketing templates" " must have the :guilabel:`Allow Multi` option enabled and :guilabel:`Point " "of Sale Orders` selected in the :guilabel:`Applies to` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:115 msgid "" "If the server action is displayed without a properly configured template, an" " error message appears. Click :guilabel:`Configure Templates` and complete " "the :ref:`WhatsApp setup ` steps." msgstr "" #: ../../content/applications/sales/point_of_sale/pos_based_marketing.rst:120 msgid ":doc:`../../productivity/whatsapp`" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:3 msgid "Preparation display" msgstr "準備工作顯示" #: ../../content/applications/sales/point_of_sale/preparation.rst:5 msgid "" "The preparation display feature allows you to handle POS orders requiring " "preparation. Concretely," msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:7 msgid "" "**For retail**: The preparation team is notified after a payment is " "completed at the POS to gather the purchased items for customer pickup." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:9 msgid "" "**For restaurants**: POS orders inform the kitchen of the meals to be " "prepared." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:14 msgid "To enable the preparation display feature," msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:17 msgid "Scroll down to the :guilabel:`Preparation` section." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:18 msgid "Check the :guilabel:`Preparation Display` option." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "Setting to enable the preparation display feature" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:24 msgid "To create and set up a preparation display," msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:26 msgid "" "Go to :menuselection:`Point of Sale --> Orders --> Preparation Display`" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:27 msgid "Click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:28 msgid "" "Give the display a descriptive :guilabel:`Name` (e.g., `Main Kitchen`, " "`Bar`)" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:29 msgid "Set it up:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:31 msgid "" ":guilabel:`Point of Sale`: Select the POS that sends orders to this display." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:32 msgid "" ":guilabel:`Product categories`: Specify the POS :guilabel:`Product " "categories` sent to this display." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:34 msgid "" ":guilabel:`Stages`: Define the steps required for the orders to be ready." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:36 msgid "Click :guilabel:`Add a line` to add a stage." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:37 msgid "Assign specific colors to each stage for clarity (optional)." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:38 msgid "" "Define an :guilabel:`Alert timer (min)` for each stage to indicate the " "expected processing time." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "preparation display set-up form" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:46 msgid "" "To edit a pre-existing preparation display, click the vertical ellipsis " "button (:icon:`fa-ellipsis-v`) on the display's card and select " ":guilabel:`Configure`." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:52 msgid "" "Go to :menuselection:`Point of Sale --> Orders --> Preparation Display` to " "get an overview of all your displays." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "Kanban view of the preparation display" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:59 msgid "The display card shows:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:61 msgid "The configured stages." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:62 msgid "The number of orders currently :guilabel:`In progress`." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:63 msgid "" "The :guilabel:`Average time` employees usually take to complete an order." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:66 msgid "" "Click the :guilabel:`Kitchen Display` app icon on your Odoo Dashboard for " "quicker access." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:69 msgid "Using the preparation display" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:71 msgid "" "To access the preparation display, click :guilabel:`Preparation Screen`. " "This interface, designed for employees, shows:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:74 msgid "" "**Stages and order count**: Displays the progress of orders across stages " "such as `To prepare`, `Ready`, and `Completed`, along with the number of " "orders in each stage." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:76 msgid "" "**Ordered products by category**: Lists all items in progress, grouped by " "POS categories (e.g., `Drinks`, `Food`)." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:78 msgid "**Order cards**: Summarizes individual orders, including:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:80 msgid "Associated tables and order numbers." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:81 msgid "Status, such as `Ready`, highlighted with the defined colors." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:82 msgid "Waiting time, with visual indicators." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:85 msgid "" "The duration indicator turns red if the elapsed time exceeds the predefined " "alert time." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst-1 msgid "the preparation display interface with orders to process." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:91 msgid "To update order progress:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:93 msgid "Click items on the order card to cross them off individually." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:94 msgid "Click the order card itself to mark all items at once." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:95 msgid "" "The card automatically moves to the next stage once every item is crossed " "off." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:96 msgid "" "Click :icon:`fa-undo` :guilabel:`Recall` to move an order back to the " "previous stage if you mistakenly sent it to the next stage." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:102 msgid "" "In parallel, click :guilabel:`Order Status Screen` to open the customer " "interface. This interface, designed for customers, provides an overview of " "orders that are:" msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:105 msgid ":guilabel:`Ready` for pickup." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:106 msgid ":guilabel:`Almost there`, indicating they are taken care of." msgstr "" #: ../../content/applications/sales/point_of_sale/preparation.rst:109 msgid "The order number can be found at the top of the customer's receipt." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "現金捨入" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5 msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." msgstr "**現金捨入** 是在實體貨幣（鈔票或硬幣）的最低面額，高於最小記賬單位時，需要執行的操作。" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9 msgid "" "For example, some countries require their companies to round up or down the " "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13 msgid "" "Each point of sale in Odoo can be configured to apply cash rounding to the " "totals of its bills or receipts." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable *Cash Rounding*, then click on *Save*." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "open the point of sale you want to configure, and enable the *Cash Rounding*" " option." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29 msgid "" "To define the **Rounding Method**, open the drop-down list and click on " "*Create and Edit...*." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32 msgid "" "Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*," " then save both the Rounding Method and your Point of Sale settings." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39 msgid "" "All total amounts of this point of sale now add a line to apply the rounding" " according to your settings." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46 msgid "" "Odoo Point of Sale only supports the :guilabel:`Add a rounding line` " "rounding strategy." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5 msgid "" "If you want to sell your products with a discount, for a product getting " "close to its expiration date for example, you can use discount tags. They " "allow you to scan discount barcodes." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10 msgid "To use discount tags you will need to use a barcode scanner." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "條碼命名規則" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17 msgid "" "Let's say you want to have a discount for the product with the following " "barcode:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23 msgid "" "You can find the *Default Nomenclature* under the settings of your PoS " "interface." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:32 msgid "" "Let's say you want 50% discount on a product you have to start your barcode " "with 22 (for the discount barcode nomenclature) and then 50 (for the %) " "before adding the product barcode. In our example, the barcode would be:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43 msgid "You first have to scan the desired product (in our case, a lemon)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48 msgid "" "And then scan the discount tag. The discount will be applied and you can " "finish the transaction." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "Discounts" msgstr "折扣" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5 msgid "" "By offering discounts, you can entice your customers and drastically " "increase your revenue. It is vital to offer discounts, whether they are " "time-limited, seasonal or manually given." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9 msgid "" "To manage discounts, Odoo has powerful features that help set up a pricing " "strategy tailored to every business." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15 msgid "" "If you seldom use discounts, applying manual ones might be the easiest " "solution for your Point of Sale." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18 msgid "" "You can either apply a discount on the whole order or on specific products " "inside an order." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30 msgid "" "Then, you can input a discount over the product that is currently selected." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36 msgid "" "To apply a discount on the whole order, go to :menuselection:`Point of Sales" " --> Configuration --> Point of Sale` and select your PoS." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the button to use for global discount via the pos interface" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58 msgid "" "On this example, there is a global discount of 50% as well as a specific 50%" " discount on oranges." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64 msgid "" "To activate time-limited discounts, you must activate the *Pricelists* " "feature. To do so, go to :menuselection:`Point of Sales --> Configuration " "--> Point of Sale` and open your PoS. Then, enable the pricelist feature." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73 msgid "" "Once activated, you must choose the pricelists you want to make available in" " the PoS and define a default one." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79 msgid "" "By default, Odoo has a *Public Pricelist* configured. To create more, go to " ":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on " "create." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83 msgid "" "When creating a pricelist, you can set several criteria to use a specific " "price: period, min. quantity, etc. You can also decide to apply that " "pricelist on specific products or on the whole range." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94 msgid "" "On the PoS interface, a new button appears. Use it to select a pricelist." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "" "View of the button to use for time-limited discounts via the pos interface" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101 msgid "" "Click on it to instantly update the prices with the selected pricelist. " "Then, you can finalize the order." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:3 msgid "Electronic shelf labels" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:5 msgid "" "Electronic shelf labels allow you to display product information like prices" " and barcodes on store shelves and to synchronize them remotely from the " "backend. This removes the need to print new labels when product information " "changes." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "electronic label from Pricer" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:13 msgid "Odoo uses electronic labels from `Pricer `_." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:19 msgid "Pricer setup" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:21 msgid "" "`Get in touch with Pricer `_ to create and " "configure your Pricer account." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:23 msgid "Create your stores: one pricer store equates to one physical store." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:24 msgid "Link as many transceivers as needed to the Pricer store(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:25 msgid "" "Create the following variables to share product information between your " "Odoo database system and Pricer. These variables act like placeholders on " "the label template." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:28 msgid "" "`itemId`: this holds the unique internal identifier assigned to each product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:29 msgid "`itemName`: the actual name of the product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:30 msgid "" "`price`: the selling price of the product, including any applicable taxes" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:31 msgid "" "`presentation`: the template name used in Pricer for displaying the product " "information on the label" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:33 msgid "`currency`: the currency of your company (e.g., USD, EUR)" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:34 msgid "`barcode`: the barcode number associated with each product" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:37 msgid "" "The names for these variables must be **identical** in your Pricer database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:39 msgid "" "Create a template named `NORMAL`. This template is used to display " "information on your digital tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:42 msgid "" "Once your account, stores, variables, and template are configured on Pricer," " you can proceed with the setup of your Odoo database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:46 msgid "" "The account associated with your Pricer store must have access to send API " "requests to Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:49 msgid "Odoo setup" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:51 msgid "" "As a pre-requisite, :ref:`activate ` the :guilabel:`POS " "Pricer` module *(technical name: pos_pricer)* to have all the required " "features to use Pricer electronic tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Installing POS Pricer module from Apps" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:57 msgid "" "Once the module is activated, configure your :ref:`pricer stores " "` and associate :ref:`Pricer tags ` " "with your products." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:63 msgid "Pricer stores" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:65 msgid "" "Similarly to the configuration in Pricer, you need to create one pricer " "store per physical location. To do so, go to :menuselection:`Point of Sale " "--> Configuration --> Pricer Stores`, click :guilabel:`New`, and fill in the" " line with the required information:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:69 msgid ":guilabel:`Store Name`: you can put any name of your liking." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:70 msgid "" ":guilabel:`Pricer Tenant Name`: the name of your company account in Pricer, " "usually followed by `-country_code`. This value is provided by Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:72 msgid ":guilabel:`Pricer Login`: the login of your Pricer account." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:73 msgid ":guilabel:`Pricer Password`: the password of your Pricer account." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:74 msgid "" ":guilabel:`Pricer Store ID`: the ID of the related Pricer store as defined " "on your Pricer database." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Configuring a Pricer Store" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:81 msgid "" "The :guilabel:`Pricer Tags` column is updated automatically when a label is " "linked to a product." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:83 msgid "" "The :guilabel:`Last Update` and :guilabel:`Last Update Status` columns are " "updated automatically when the tags are updated." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:89 msgid "Pricer tags" msgstr "Pricer 價錢牌" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:91 msgid "" "For a label to display specific product information, the label needs to be " "associated with the product. To do so:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:94 msgid "" "Open the product form by going to :menuselection:`Point of Sale --> Products" " --> Products` and clicking :guilabel:`New` or selecting an existing " "product." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:98 msgid "" "If you are creating a new product, configure and save it before associating " "any Pricer tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:100 msgid "" "Go to the :guilabel:`Sales` tab, scroll to the :guilabel:`Pricer` section, " "and select the corresponding :guilabel:`Pricer Store`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:0 msgid "Linking Pricer tags to products" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:107 msgid "" "Fill in the :guilabel:`Pricer tags ids` field by copying the label's ID from" " the label itself or scanning its barcode." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:111 msgid "Pricer tag IDs are composed of a letter followed by 16 digits." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:114 msgid "" "We recommended using a barcode scanner to speed up the encoding process." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:115 msgid "" "When setting up Pricer with Odoo for the first time, it is recommended that " "you configure only one product first. Before configuring more products, " "ensure you can display their information on a Pricer tag." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:119 msgid "" "Now that you have a product associated with a Pricer tag, we can send its " "information to Pricer." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:124 msgid "" "Odoo automatically sends requests to Pricer to synchronize the tags every 12" " hours if you make any modifications to:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:127 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:137 msgid "Product name, price, barcode, or customer taxes" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:128 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:138 msgid "Currency" msgstr "貨幣" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:129 #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:139 msgid "Associated Pricer store or Pricer tags" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:131 msgid "" "To force the update, activate the :ref:`developer mode `. " "Then:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:133 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Pricer Store`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:134 msgid "Select the desired store(s)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:135 msgid "" "Click :guilabel:`Update tags` to update all tags affected by changes to:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:141 msgid "" "Alternatively, click :guilabel:`Update all tags` to force the update of " "every tag, regardless of whether changes were made." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Update all Pricer tags" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:147 msgid "" "If Pricer has processed and accepted the request, the status field shows " ":guilabel:`Update successfully sent to Pricer`. If there is any issue, the " "system displays an error message." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:151 msgid "" "If a request sent to Pricer fails, Odoo still considers that the product has" " been updated. In that case, we recommend forcing the update of all tags." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:155 msgid "Discount labels" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:157 msgid "" "To display a discount label on a Pricer Tag, you need to link a " ":doc:`pricelist ` to the product variant associated with the " "tag." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:160 msgid "To do so, open the product variant form:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:162 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Product Variants`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:163 msgid "Select the product you want to apply a discount to." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:165 msgid "Then, set the desired pricelist:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:167 msgid "Go to the :guilabel:`General Information` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:168 msgid "Select a pricelist in the :guilabel:`Pricer Sales Pricelist` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:170 msgid "" "Once a pricelist is set, the :guilabel:`On Sale Price` field appears, " "showing the :guilabel:`Sales Price` with the discount applied." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst-1 msgid "Linking a pricelist to a product variant" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:176 msgid "" "After updating your electronic labels, a `PROMO` tag should appear on the " "electronic label, displaying both the old, crossed-out price and the " "discounted price." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:180 msgid "" "Currently, pricelists that offer discounts for purchasing multiple units or " "derive their prices from other pricelists are not supported." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:182 msgid "" "Assigning a pricelist to a product variant only affects the electronic label" " display. Scanning the product at the point of sale does not automatically " "apply the discount." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/electronic_labels.rst:186 msgid ":doc:`discounts`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5 msgid "" "When running a business, you may need to apply different taxes and record " "transactions on various accounts based on the location and type of business " "of your customers and providers." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8 msgid "" "The **fiscal positions** feature enables you to establish rules that " "automatically select the right taxes and accounts used for each transaction." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51 msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13 msgid ":doc:`../../../finance/accounting/taxes`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18 msgid "" "To enable the feature, go to :menuselection:`Point of Sale --> Configuration" " --> Settings`, scroll down to the :guilabel:`Accounting` section, and " "enable :guilabel:`Flexible Taxes`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21 msgid "" "Then, set a default fiscal position that should be applied to all sales in " "the selected POS in the :guilabel:`Default` field. You can also add more " "fiscal positions to choose from in the :guilabel:`Allowed` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28 msgid "" "According to the :doc:`fiscal localization package " "<../../../finance/fiscal_localizations>` activated, several fiscal positions" " are preconfigured and can be set and used in POS. However, you can also " ":ref:`create new fiscal positions `." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33 msgid "" "If you do not set a fiscal position, the tax remains as defined in the " "**customer taxes** field on the product form." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39 msgid "" "Open a :ref:`POS session ` to use one of the allowed " "fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-" "shaped** icon and select a fiscal position from the list. Doing so applies " "the defined rules automatically to all the products subject to the chosen " "fiscal position's regulations." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48 msgid "" "If a default fiscal position is set, the tax button displays the name of the" " fiscal position." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5 msgid "" "Encourage your customers to continue to shop at your point of sale with a " "*Loyalty Program*." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:11 msgid "" "To activate the *Loyalty Program* feature, go to :menuselection:`Point of " "Sale --> Configuration --> Point of sale` and select your PoS interface. " "Under the Pricing features, select *Loyalty Program*" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:24 msgid "" "You can decide what type of program you wish to use, if the reward is a " "discount or a gift, make it specific to some products or cover your whole " "range. Apply rules so that it is only valid in specific situation and " "everything in between." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:32 msgid "" "When a customer is set, you will now see the points they will get for the " "transaction and they will accumulate until they are spent. They are spent " "using the button *Rewards* when they have enough points according to the " "rules defined in the loyalty program." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40 msgid "" "You can see the price is instantly updated to reflect the pricelist. You can" " finalize the order in your usual way." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44 msgid "" "If you select a customer with a default pricelist, it will be applied. You " "can of course change it." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3 #: ../../content/applications/sales/subscriptions/products.rst:116 msgid "Pricelists" msgstr "價格表" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5 msgid "" "Pricelists allow you to adjust product prices depending on various criteria " "automatically. For example, you can set POS-specific prices, create " "temporary discount periods, reward specific customers, or offer discounts " "when set quantities are ordered." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14 msgid "" "Navigate to the :ref:`general POS app settings ` and" " ensure :guilabel:`Flexible Pricelists` are enabled under the " ":guilabel:`Pricing` section." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17 msgid "" ":ref:`Multiple prices per product ` is the default " "pricelist option for setting simple fixed price rules per product. Select " ":ref:`Advanced price rules (discounts, formulas) ` to " "apply price rules to multiple products at once and to compute prices " "dynamically using percentage discounts or more complex formulas in addition " "to setting fixed prices." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Enabling pricelists in the general P0S settings" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26 msgid "" "The selected pricelist type applies to the entire database, including the " ":doc:`Sales <../../sales/products_prices/prices/pricing>` and " ":ref:`eCommerce ` apps." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 msgid "Create pricelists" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click " ":guilabel:`New` or select an existing pricelist. The pricelist setup differs" " depending on the :ref:`selected pricelist option " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42 msgid "Multiple prices per product" msgstr "每個產品的多種價格" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44 msgid "" "When pricelists are configured to use the :guilabel:`Multiple prices per " "product` option, it is possible to use multiple fixed prices for different " "products or their variants depending, if necessary, on one or several " "conditions. To add a new price rule to a pricelist:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48 msgid "" "Click :guilabel:`Add a line`, and select a **product** and its **variant** " "if needed." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51 msgid "" "a product quantity to be reached by using the :guilabel:`Min. Quantity` " "column;" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52 msgid "" "a determined period during which the pricelist is applied by using the " ":guilabel:`Start Date` and :guilabel:`End Date` columns." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55 msgid "" "Add the :guilabel:`Price` to be applied when the conditions are met (if " "any)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 msgid "Advanced price rules" msgstr "進階價格規則" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65 msgid "" "When pricelists are configured to use the :guilabel:`Advanced price rules " "(discounts, formulas)` option, it is possible to use percentage " "discounts/mark-ups and formulas in addition to using fixed prices. To add a " "new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up " "windows:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69 msgid "Select a :guilabel:`Computation` method:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71 msgid "" ":guilabel:`Fixed Price` to set a new fixed price (similarly to the " ":guilabel:`Multiple prices per product` option)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73 msgid "" ":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or " "mark-up (e.g., `-10.00` %)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75 msgid "" ":guilabel:`Formula` to compute the price according to a formula. It is " "required to define what the calculation is **based on** (:guilabel:`Sales " "Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79 msgid "Apply a percentage :guilabel:`Discount` or mark-up." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80 msgid "" "Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount " "(e.g., $ `-5.00`)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81 msgid "" "Define a :doc:`Rounding Method ` by forcing the price after " ":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra" " Fee` is applied afterward." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86 msgid "" "To have the final price end with `.99`, set the :guilabel:`Rounding Method` " "to `1.00` and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89 msgid "" "Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit" " :guilabel:`Margins` for computations based on :guilabel:`Cost`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92 msgid "Select on which product(s) the price rule should be **applied**:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94 msgid ":guilabel:`All Products`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96 msgid "a :guilabel:`Product`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97 msgid "a :guilabel:`Product Variant`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99 msgid "" "Add conditions, such as a specific quantity to reach for the price to change" " by using the :guilabel:`Min. Quantity` field or a specific period during " "which the pricelist should be applied by using the :guilabel:`Validity` " "fields." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form to configure an advanced pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107 msgid "Select pricelists" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109 msgid "" "Go to the :ref:`specific POS settings ` and add all " "the available pricelists in the :guilabel:`Available` field. Then, set its " "**default pricelist** in the :guilabel:`Default` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113 msgid "" "When you :ref:`open a POS session `, click the " "**pricelists** button, and select the desired pricelist from the list." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Button to select a pricelist on the POS frontend" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120 msgid "" "Multiple pricelists must be selected for the **pricelist button** to be " "displayed." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121 msgid "" "If a pricelist is selected on a POS order while its conditions are **not** " "met, the price will **not** be adjusted." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125 msgid "" "You can also set a pricelist to be selected automatically once a specific " ":ref:`customer is set `. To do so, go to the customer form " "and switch to the preferred pricelist in the :guilabel:`Pricelist` field of " "the :guilabel:`Sales & Purchase` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130 msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 msgid "" ":ref:`How to use pricelists in an ecommerce environment " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "收據及發票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "收貨" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8 msgid "" "Set up receipts by going to :menuselection:`Point of Sale --> Configuration " "--> Point of Sale`, selecting a POS, and scrolling down to the " ":guilabel:`Bills & Receipts` section." msgstr "" "你可前往 :menuselection:`POS 應用程式 --> 配置 --> 銷售點`，選擇一個銷售點，然後向下捲動至 " ":guilabel:`賬單及收據` 部分，以設定收據功能。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11 msgid "" "To **customize** the **header** and **footer**, activate :guilabel:`Header &" " Footer` and fill in both fields with the information to be printed on the " "receipts." msgstr "" "若要 **自訂** 收據的 **頁首** 及 **頁尾** ，請啟動 :guilabel:`頁首及頁尾` " "功能，並在這兩個欄位中，填寫需要列印在收據上的資訊。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14 msgid "" "To **print receipts** automatically once the payment is registered, enable " "the :guilabel:`Automatic Receipt Printing` setting." msgstr "若想在登記付款後自動 **列印收據** ，請啟用 :guilabel:`自動列印收據` 設定。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "POS 銷售點收據" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:22 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:23 msgid ":doc:`configuration/epos_printers`" msgstr ":doc:`configuration/epos_printers`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "Reprint a receipt" msgstr "重新列印收據（重印）" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:28 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" " active orders` filter to :guilabel:`Paid`. Then, select the corresponding " "order and click :guilabel:`Print Receipt`." msgstr "" "在 POS 介面中，按一下 :guilabel:`訂單`，開啟搜尋列旁邊的下拉式選項選單，並將預設的 :guilabel:`所有生效訂單` " "篩選器，變更為 :guilabel:`已付款`。然後，選擇需要的訂單，按一下 :guilabel:`列印收據`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "從後台列印收據的按鈕" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:36 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" "你可使用搜尋列，對訂單列表進行篩選。輸入參考編號，然後按一下 :guilabel:`收據號碼`、:guilabel:`日期` 或 " ":guilabel:`客戶`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "Invoices" msgstr "發票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:44 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" "POS 應用程式可讓你在登記付款後，為 :ref:`已註冊的客戶 ` 開立及列印發票，以及檢索過去所有已開立發票的訂單。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:48 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" "在 POS 中建立的發票，會在先前已 :ref:`設定 ` 的對應 " ":ref:`會計日記賬 ` 中，建立一個記項。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:56 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " "accounting section. Then, you can determine the accounting journals used by " "default for orders and invoices in the :guilabel:`Default Journals` section." msgstr "" "若要為特定 POS 定義所使用的日記賬，請前往 :ref:`POS 設定 ` " "並向下捲動至「會計」部分。然後，你可在 :guilabel:`預設日記賬` 部分下，設定訂單及發票預設使用的會計日記賬。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "accounting section in the POS settings" msgstr "POS 設定中的會計部分" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "Invoice a customer" msgstr "向客戶開立發票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:67 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "處理付款時，在客戶姓名下方按一下 :guilabel:`發票`，即可為該張訂單開立發票。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:70 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "選擇付款方式後，按一下 :guilabel:`驗證`。 **發票** 會自動開立，即時可供下載及/或列印。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:74 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "要開立發票，必須選擇 :ref:`客戶 `。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "Retrieve invoices" msgstr "讀取發票" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "To retrieve invoices from the **POS dashboard**," msgstr "若要在 **POS Dashboard** 讀取發票，步驟如下：" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "前往 :menuselection:`POS 應用程式 --> 訂單 --> 訂單`，存取透過 POS 發出的所有訂單；" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:83 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." msgstr "若要存取訂單的發票，請選擇訂單以開啟 **訂單表單** ，然後按一下 :guilabel:`發票`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "訂單表單中的發票智能按鈕" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "要識別 **已開立發票的訂單** ，你可留意 :guilabel:`狀態` 直欄中的 :guilabel:`已開立發票` 狀態。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:92 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "你可按一下 :guilabel:`篩選器` 及 :guilabel:`已開立發票`，將訂單列表篩選至只顯示已開立發票的訂單。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "QR codes to generate invoices" msgstr "用作產生發票的二維碼" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:98 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " "information and click :guilabel:`Get my invoice`. On the one hand, doing so " "generates an invoice available for download. On the other hand, the order " "status goes from :guilabel:`Paid` or :guilabel:`Posted` to " ":guilabel:`Invoiced` in the Odoo backend." msgstr "" "客戶也可透過掃瞄收據上列印的 **二維碼** 去索取發票。掃瞄後，他們必須以賬單資訊填寫一份表格，然後按 " ":guilabel:`取得我的發票`。此操作會產生可供下載的發票，而另一方面，訂單狀態會在 Odoo 後端，由 :guilabel:`已付款` 或 " ":guilabel:`已發佈`，變為 :guilabel:`已開立發票`。" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "訂單狀態變更" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:107 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " "the POS in the :guilabel:`Point of Sale` field, scroll down to the " ":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on " "ticket`." msgstr "" "要使用此功能，你必須在 :menuselection:`POS 應用程式 --> 配置 --> 設定` 啟用收據上的二維碼。然後，在 " ":guilabel:`銷售點` 欄位中，選擇需要的銷售點，向下捲動至 :guilabel:`賬單及收據` 部分，啟用 " ":guilabel:`在票據上使用二維碼`。" #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "報表" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "查看統計數據" #: ../../content/applications/sales/point_of_sale/reporting.rst:8 msgid "" "To access your statistics, go to :menuselection:`Point of Sale --> Reporting" " --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " "(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." msgstr "" "要存取統計數據，請前往 :menuselection:`POS --> 報表 --> 訂單`。或在 **POS " "Dashboard**，按一下垂直省略號（:guilabel:`⋮`）按鈕、:guilabel:`報表` 然後 :guilabel:`訂單`。" #: ../../content/applications/sales/point_of_sale/reporting.rst:12 msgid "" "These statistics are available in a graph or pivot view that you can filter " "or group depending on your needs." msgstr "這些統計數據以圖表或樞紐分析圖的形式提供，你可根據需要，對其進行篩選或分組。" #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:7 msgid "" "Managing a restaurant or a bar comes with specific needs. The Point of Sale " "application provides various features that allow performing all the required" " tasks in such businesses." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:10 msgid "Once the POS is set to be used in a restaurant or a bar, you can:" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid "" ":doc:`organize your floors and tables to reflect your interior " "`;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:13 msgid ":ref:`take orders `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 msgid "" ":doc:`communicate with the kitchen or the bar through the POS " "`;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid "" ":doc:`print bills in advance and split them `;" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid "" ":doc:`set different taxes for takeaway food `." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:24 msgid "" "To enable the restaurant and bar-specific features, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, select the " "POS, and activate :guilabel:`Is a Bar/Restaurant`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:27 msgid "" "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst-1 msgid "restaurant and bar-specific features" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:36 msgid "Take orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:38 msgid "" "Click a table to access the POS interface and start taking your customer's " "order. The system automatically associates the orders and the table, " "allowing you to add more items later and generate a bill specifically for " "that table's orders." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:42 msgid "" "Once you have taken an order, click :guilabel:`Change table` to return to " "the floor plan view." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant.rst:45 msgid "" "As soon as you click a table, the number of guests is automatically set to " "one. If you mistakenly select a table, click :guilabel:`Release table` to " "free it or :ref:`transfer the customer ` to another " "table." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "帳單" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5 msgid "" "Typical practices in restaurants or bars are to request the bill before " "proceeding to payment or splitting it based on the items ordered. Odoo POS " "provides two features to perform these tasks seamlessly: **Bill Printing** " "and **Bill Splitting**." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12 msgid "" "To activate the features, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`, select the POS, and activate :guilabel:`Early " "Receipt Printing` and :guilabel:`Allow Bill Splitting` in the " ":guilabel:`Restaurant & Bar` section." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1 msgid "" "activate the bill printing and bill splitting features in the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23 msgid "" "From an open session, click :menuselection:`Bill --> Print` at any moment to" " generate and print a bill." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27 msgid "" "The printed bill is **not** final and will be updated to reflect any changes" " to the order." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32 msgid "" "From an open session, click :guilabel:`Split` to select the items to " "regroup. Once everything is selected, click :guilabel:`Payment` and proceed " "to checkout for these items. Repeat for each guest." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36 msgid "" "Once you return to the table, the selected items are no longer on order, as " "they have been paid for." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38 msgid "The feature is available as soon as at least two items are ordered." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41 msgid ":doc:`floors_tables`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3 msgid "Floors and tables" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:5 msgid "" "The **Floor plan view** enables you to manage restaurant floors and table " "arrangements and monitor table status in real time, including occupancy, " "reservations, and kitchen orders." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "example of a floor plan view with visual keys to understand it." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:13 msgid "Table 1: An order has been placed and sent to the kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:14 msgid "" "Table 3: An order of four items has been placed and needs to be sent to the " "kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15 msgid "Tables 2, 4, and 5: These tables are available." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:16 msgid "" "Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and" " 8 people." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:17 msgid "Table 1: The table of two is full." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:18 msgid "Table 3: The table of four is taken by one person." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:19 msgid "Table 5: \"Famous Joe\" has a reservation for 8 people at 12:00." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:25 msgid "From the POS backend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:27 msgid "" "To create floors and tables from the backend, go to :menuselection:`Point of" " Sale --> Configuration --> Floor Plans`, and click :guilabel:`New` to " "create a floor. Name it, select the related point(s) of sales, and click " ":guilabel:`Add a line` to create a table. Name the table and assign a number" " of seats. You can also link it to an appointment resource to make the table" " bookable. Once done, click :guilabel:`Save & Close` or :guilabel:`Save & " "New` to confirm." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "window to create a table in the POS backend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:38 msgid "" "The POS must be opened and :ref:`edited from the frontend " "` to create a map of your restaurant or bar " "reflecting your actual floor plan." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:42 msgid "" "Create floors on the spot: :ref:`access your POS settings " "`, type your floor name in the :guilabel:`Floor` " "field of the :guilabel:`Floors & Tables Map` category, and press *enter*." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "setting to create floors from the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:53 msgid "From the POS frontend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:55 msgid "" "To create floors and tables from the frontend, :ref:`open a POS session " "`, click the hamburger menu icon :guilabel:`≡` in the " "upper right corner, then :guilabel:`Edit Plan` to enter the **edit mode**." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:59 msgid "" "Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-" "up window." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:61 msgid "" "Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To " "move it, select it and drag and drop it as desired. You can also modify the " "attributes of the selected table, such as the number of seats by clicking " ":guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color " "using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To" " duplicate an existing table, select it and click :guilabel:`COPY`. You can " "also remove the table by clicking :guilabel:`DELETE`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:68 msgid "" "After making all the necessary modifications, click :guilabel:`CLOSE` to " "save." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "the floor plan view in edit mode." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:74 msgid "If no table is selected, the modifications are applied to the floor." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:77 msgid "Removing a table or a floor cannot be undone." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82 msgid "Table transfer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84 msgid "" "To move customers from one table to another, select a table and click " ":guilabel:`→ Transfer` on the POS interface. This redirects you to the floor" " plan view, where you can choose the new table to which you want to transfer" " the customers." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88 msgid "" "When you transfer customers, all of the orders they have placed and that are" " linked to the original table are also transferred." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5 msgid "" "Integrating printers in a restaurant or bar's workflow can enhance " "communication and collaboration between the front-of-house and back-of-house" " teams, leading to a more streamlined and efficient service." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17 msgid "" "To enable sending orders to a kitchen or bar printer, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down " "to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen " "Printers`. Type in a name for the printer in the :guilabel:`Printers` field " "and click :guilabel:`Create and edit...` to open a setup form." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22 msgid "" "To get a list of all the printers already created or to modify an already " "created printer, click :guilabel:`--> Printers` and select the desired " "printer to open the setup form." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "settings to enable the kitchen printers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 msgid "Setup form" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34 msgid "" "From the :ref:`setup form `, select the " ":guilabel:`Printer Type` according to your installation:" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37 msgid "" "If your printer is connected to an IoT system, select :guilabel:`Use a " "printer connected to the IoT Box` and select the device in the " ":guilabel:`IoT Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39 msgid "" "If you use an Epson printer that does not require an IoT system, select " ":guilabel:`Use an Epson printer` and enter the printer's IP address in the " ":guilabel:`Epson Printer IP Address` field." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43 msgid ":doc:`/applications/general/iot/connect`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44 msgid ":doc:`/applications/general/iot/devices/printer`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45 msgid ":doc:`../configuration/epos_ssc`" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47 msgid "" "Set your printer to print specific products based on their POS category. To " "do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product " "Categories` field. If you leave this field empty, all products are sent to " "the printer regardless of their POS category." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "setup form to configure a kitchen printer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56 msgid "Print orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58 msgid "" "From an open session, start taking an order and click :guilabel:`Order` to " "send it to the bar or the kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "order button from the POS UI to send orders to a kitchen or a bar" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66 msgid "" "When products can be printed, they appear in green in the cart, and the " "order button turns green." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Tips" msgstr "小費" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5 msgid "" "Tipping is customary in multiple countries. Point of Sale allows tipping in " ":ref:`shops `, :doc:`bars <../restaurant>`, or :doc:`restaurants " "<../restaurant>`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13 msgid "" "To allow tipping in your POS, activate the :guilabel:`Tips` feature in " ":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of" " the page, select the POS in which you wish to allow **tipping**, scroll " "down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once " "enabled, add a :guilabel:`Tip Product` in the corresponding field, and save." " The designated product will be used as a reference on customers' receipts." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "enable tips in a POS" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25 msgid "Tip products" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27 msgid "" "**Tip products** can be created on the spot. To do so, enter a product's " "name in the :ref:`Tip Product ` field and click " ":guilabel:`Create` or press **enter**. The product is automatically " "configured to be used as a tip at the payment screen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31 msgid "" "However, if you wish to be able to select the tip product in a POS session, " "you must activate the **Available in POS** setting. To do so, click " ":guilabel:`Create and edit...` to open the product configuration form. Then," " go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` " "checkbox, and click :guilabel:`Save & Close`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37 msgid "" "When you create a product to use as a tip, leave the **product type** as " ":guilabel:`Consumable` to avoid unnecessary inventory movements." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39 msgid "" "You can only select one tip product per POS, but you can choose a different " "one for each." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72 msgid "Tip using an Adyen terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44 msgid "" "If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment " "terminal and wish to enable **tips** using the terminal, check " ":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip " "settings `." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79 msgid "Tip after payment" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51 msgid "" "If you use a POS system in a bar or a restaurant, you can enable " ":guilabel:`Add tip after payment (North America specific)`. Doing so " "generates a bill to print and complete manually by the customer and the " "waiter. That bill indicates the tip value the customer chooses to give after" " the payment." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56 msgid "" "To use this feature, the selected payment method must have a bank journal " "attributed." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61 msgid "" "To add tips to an order, :ref:`access the payment screen ` and " "click :guilabel:`♥ Tip`. Then, enter the tipping amount, click " ":guilabel:`Confirm` to validate, and process the payment." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tip popup window" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67 msgid "" "Alternatively, you can select the :ref:`tip product ` on the " "POS interface to add it to the cart. When selected, the product is " "automatically set as a tip, and its default value equals its **Sales " "Price**." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74 msgid "" "During checkout, select **Adyen** as the payment terminal, and send the " "payment request to the device by clicking :guilabel:`Send`. The customers " "are asked to enter the desired tipping amount on the terminal's screen " "before proceeding to the payment." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81 msgid "" "At checkout, select a card payment method and click :guilabel:`Close Tab`. " "Doing so generates a bill to complete by the customer." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tipping bill after payment to complete by customers" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87 msgid "" "On the following screen, click the percentage (:guilabel:`15%`, " ":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping " "amount the customer chose to give. Then, click :guilabel:`Settle` to move to" " the following order." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "screen to select a tip amount to collect after payment" msgstr "" #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Shop features" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3 msgid "Barcodes" msgstr "條碼" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5 msgid "" "Using a barcode scanner to process point-of-sale orders improves your " "efficiency in providing quicker customer service. Barcode scanners can be " "used both to scan products or to log employees into a POS session." msgstr "在銷售點處理訂單時，運用條碼掃瞄器可提高效率，幫助你提供更快速的客戶服務。條碼掃瞄器可用作掃瞄產品，或將員工登入至 POS 操作時段。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12 msgid "" "To use a barcode scanner, you must enable the feature in the Inventory app. " "Go to :menuselection:`Inventory --> Configuration --> Settings`, in the " ":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save." msgstr "" "要使用條碼掃瞄器，必須先在庫存應用程式中啟用該功能。請前往 :menuselection:`庫存應用程式 --> 配置 --> 設定`，在 " ":guilabel:`條碼` 部分中，勾選 :guilabel:`條碼掃瞄器` 選項，然後儲存。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "庫存應用程式中的條碼設定" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" ":doc:`設定條碼掃瞄器 `" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" ":doc:`啟動條碼掃瞄器 `" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24 msgid "" "Once enabled in **Inventory**, you can use the barcode feature in **Point of" " Sale** with products that have a barcode number assigned." msgstr "在 **庫存** 應用程式啟用該功能後，你可在 **POS** 程式中，對已獲編配條碼編號的產品，使用條碼功能。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "編配條碼" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "為產品" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33 msgid "" "To use this feature in POS, your products must have barcodes assigned. To do" " so, go to :menuselection:`Point of Sale --> Products --> Products` and open" " a **product form**. Add a barcode number in the :guilabel:`Barcode` field " "in the :guilabel:`General Information` tab." msgstr "" "若要在 POS 中使用此功能，你的產品必須事先獲指派條碼。要執行此功能，請前往 :menuselection:`POS 應用程式 --> 產品 --> " "產品`，然後開啟所需的 **產品表單** 。你可在 :guilabel:`一般資訊` 分頁的 :guilabel:`條碼` 欄位中，為產品加入條碼編號。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "為員工" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40 msgid "" "To add an identification number to an employee, go to the **Employees** app " "and open an **employee form**. Choose an identification number for your " "employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR " "Settings` tab." msgstr "" "若要為員工加入識別號碼，請前往 **員工** 應用程式，並開啟所需的 **員工表單**。為相關員工選擇一個識別號碼，然後在 " ":guilabel:`人力資源設定` 分頁中，填寫 :guilabel:`PIN 個人密碼` 欄位。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "使用條碼" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "掃瞄產品" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50 msgid "" "Scan a product's barcode using a barcode scanner. Doing so adds it directly " "to the cart. To change the quantity, scan a product as many times as needed," " or click :guilabel:`Qty` and enter the number of products using the keypad." msgstr "" "你可使用條碼掃瞄器，掃描產品的條碼。執行此操作後，系統會將產品直接加入至購物車。若要變更數量，請根據需要多次掃瞄產品，或按一下 " ":guilabel:`數量` 欄位，然後使用鍵盤輸入產品數量。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54 msgid "" "You can also enter the barcode number manually in the search bar to look for" " the product. Then, click it to add it to the cart." msgstr "你也可在搜尋列手動輸入條碼編號，以尋找產品。之後，按一下產品便可將它加入至購物車。" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "員工登入" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60 msgid "" "You can also use a barcode scanner to log your employees. To do so, " ":ref:`restrict access ` to the POS and " ":ref:`use barcodes to log your employees in ` your " "POS." msgstr "" "你也可使用條碼掃瞄器為員工登入。要執行此操作，你需要 :ref:`限制 POS 存取權限 `" " 及 :ref:`使用條碼為員工登入 ` POS 系統。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:5 msgid "" "The **customer display** feature provides customers with real-time checkout " "updates on a secondary display." msgstr "**顧客顯示屏** 功能利用一個輔助顯示器，為客戶提供即時的結賬資料更新。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer screen" msgstr "顧客顯示畫面" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:14 msgid "" "Depending on your POS setup, the feature can be displayed :ref:`locally on a" " secondary screen `, :ref:`remotely on another " "device `, or :ref:`another monitor connected to an " "IoT Box `." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:18 msgid "" "To activate the feature, go to the POS settings, scroll down to the " ":guilabel:`Connected Devices` section, and tick the :guilabel:`Customer " "Display` checkbox." msgstr "" "要啟動此功能，請前往 POS 設定，向下捲動至 :guilabel:`已連接的裝置` 部分，然後勾選 :guilabel:`顧客顯示屏` 方格。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "customer display setting checkbox" msgstr "顧客顯示屏設定勾選方格" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:27 msgid "Local" msgstr "本地" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:29 msgid "" "Connect a second screen to your POS and :ref:`open a POS session " "`. Then, click :guilabel:`Customer Screen` to open a new " "window to drag and drop onto the second screen." msgstr "" "將第二個/輔助螢幕連接至你的 POS 裝置，並 :ref:`開始一個 POS 操作時段 `。然後，按一下 " ":guilabel:`顧客顯示屏`，以開啟一個新視窗，並將此視窗拖放至第二個螢幕上。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:35 msgid "Remote" msgstr "遙距工作" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:37 msgid "" "Access your database from another device (any computer, tablet, or " "smartphone), go to the POS application, click the vertical ellipsis button " "(:guilabel:`⋮`) on a POS card, and then :guilabel:`Customer Display` to open" " the display remotely." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:42 msgid "The two devices are not required to share the same network." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:47 msgid "IoT system" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:49 msgid "" "Connect an IoT box to your database and the second screen to the IoT box. " "Then, go to :menuselection:`Point of Sale --> Configuration --> Settings`, " "scroll down to the :guilabel:`Connected Devices` section, tick the " ":guilabel:`IoT Box` checkbox, and select the second monitor in the " ":guilabel:`Customer Display` field." msgstr "" "將 IoT Box 連接至資料庫，並將第二個螢幕連接至 IoT Box。之後，前往 :menuselection:`POS 應用程式 --> 配置 " "--> 設定`，向下捲動至 :guilabel:`已連接的裝置` 部分，勾選 :guilabel:`IoT Box` 方格，然後在 " ":guilabel:`顧客顯示屏` 欄位中選擇第二個顯示器。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst-1 msgid "iot setting to connect a customer display" msgstr "連接至顧客顯示屏的物聯網設定" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:58 msgid "Both devices need to be connected to the same local network." msgstr "兩部裝置須連線至同一本地/區域網絡。" #: ../../content/applications/sales/point_of_sale/shop/customer_display.rst:61 msgid ":doc:`../configuration/pos_iot`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr "銷售訂單" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5 msgid "" "When working in retail, you might need to order products directly from your " "Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo" " Sales, meaning that you can create a sales order and pay for it directly " "from your point of sale." msgstr "" "在零售業的運作中，有時可能需要直接在銷售點訂購產品。幸好 Odoo POS 銷售點管理程式已完全整合 Odoo " "銷售程式的功能，意味你可直接在銷售點，建立新的銷售訂單並支付訂單款項。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "選擇銷售訂單" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12 msgid "" "From the **Point of Sale** application, open a new session. Then, click on " ":guilabel:`Quotations/Orders` to get the complete list of quotations and " "sales orders created on the sales application." msgstr "" "在 **POS** 應用程式中，開啟一個新的操作時段。之後，按一下 " ":guilabel:`報價單/訂單`，以獲取所有在銷售應用程式建立的報價單及銷售訂單的完整清單。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "POS 介面上的報價單及銷售訂單按鈕" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21 msgid "" "To ease finding the right sales order, you can filter that list on the " "**customer** or on the **order reference**. You can also set the customer " "before clicking on :guilabel:`Quotations/Orders` to reduce the list to one " "particular customer." msgstr "" "要讓找出正確銷售訂單的過程更輕鬆，你可利用 **客戶** 或 **訂單參考編號** 篩選清單資料。你也可在按下 :guilabel:`報價單/訂單` " "之前，設定目標客戶，系統便會只顯示該客戶相關資料的清單。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "設定首期付款或清繳訂單" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28 msgid "From the list of sales order, select one to make a payment." msgstr "在銷售訂單清單中，選擇一張訂單以進行付款。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "銷售訂單及報價單的清單檢視畫面" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "你可選擇其中一項：" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36 msgid "" "Settle the order **partially**: after clicking on :guilabel:`Apply a down " "payment`, enter the percentage of down payment you want the customer to pay." " Then, click on :guilabel:`ok` and proceed with the order." msgstr "" "支付訂單 **部份** 款項：按一下 :guilabel:`套用首期付款`，輸入你希望客戶支付的首期付款的百分比。之後，按一下 " ":guilabel:`確定` 並繼續處理訂單。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39 msgid "" "Settle the order **completely**: click on :guilabel:`Settle the order` to " "pay for the total of the sales order." msgstr "**完全** 清繳訂單款項：按一下 :guilabel:`清繳訂單`，以支付銷售訂單的總額。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43 msgid "" "Once you settle a sales order, the applied down payment is automatically " "deducted from the total amount." msgstr "清繳銷售訂單款項後，已套用的首期付款，會自動從總金額中扣除。" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47 msgid ":doc:`/applications/sales/sales/invoicing/down_payment`" msgstr ":doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3 msgid "Serial numbers and lots" msgstr "序號及批次" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5 msgid "" "Working with **serial numbers** and **lots** allows tracking your products' " "movements. When products are tracked, the system identifies their location " "based on their last movement." msgstr "利用 **序號** 及 **批次** ，你可追蹤產品動向。追蹤產品時，系統會根據最近一次移動，識別產品的位置。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8 msgid "" "To enable traceability, go to :menuselection:`Point of Sale --> Products -->" " Products`. Then, select a product and check the :guilabel:`Tracking By " "Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the " ":guilabel:`Inventory` tab." msgstr "" "要啟用產品追蹤功能，請前往 :menuselection:`POS 應用程式 --> 產品 --> 產品`。選擇需要的產品，然後在 " ":guilabel:`庫存` 分頁中，勾選 :guilabel:`按獨特序號追蹤` 或 :guilabel:`按批次追蹤` 方格。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "啟用追蹤功能設定" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "序號及批次匯入" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19 msgid "" "You can import serial numbers in Point of Sale. To do so, select a **sales " "order** or a **quotation** containing tracked products. Then, agree to load " "the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`." msgstr "" "你可在 POS 應用程式中，匯入產品序號。要執行此操作，請選擇包含追蹤產品的 **銷售訂單** 或 **報價單** 。然後，選擇「同意」載入已連結至 " ":abbr:`SO (銷售訂單 sales order)` 的產品 **批次或序號** 。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Pop-up window for serial number import" msgstr "序號匯入彈出視窗" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28 msgid "" "The imported tracking numbers appear below the tracked products. You can " "modify them by clicking on the list-view button next to the products." msgstr "匯入的追蹤號碼會在追蹤產品下方顯示。你可按一下產品旁邊的清單檢視按鈕，以修改它們。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37 msgid ":doc:`../shop/sales_order`" msgstr ":doc:`../shop/sales_order`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40 msgid "Serial numbers and lots creation" msgstr "建立序號及批次" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42 msgid "" "If a tracked product is available in your POS, adding the product to the " "cart opens a pop-up window where you can type or scan the product's serial " "or lot numbers. To add more than one of the same tracked products, click on " "**enter** to validate and start a new line." msgstr "" "如果你的 POS 中有追蹤產品，該產品加入至購物車時，會開啟一個彈出視窗，你可在該處輸入或掃瞄產品的序號或批次號碼。要加入多件相同的追蹤產品，請按一下 " "**輸入** 以進行驗證及開始新資料行。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "加入新的序號及批次號碼" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52 msgid "" "Changing a tracked product's quantity using the numpad turns the list-view " "button red. Click on it to add the missing lot and serial numbers." msgstr "若使用數字鍵盤修改追蹤產品的數量，清單檢視畫面按鈕會變成紅色。按一下該按鈕可加入缺漏的批次及序號。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54 msgid "" ":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked " "products but not mandatory. Meaning that not attributing some or any does " "**not** prevent from completing the sale." msgstr "" ":guilabel:`批次及序號` 是在追蹤產品時 :guilabel:`需要` 使用的資料，但不是強制設立。因此，就算有部份產品未獲分配編號，也 " "**不會** 阻礙完成銷售流程。" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3 msgid "Ship later" msgstr "稍後發貨" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5 msgid "" "The **Ship Later** feature allows you to sell products and schedule delivery" " at a later date. It is useful, for example, when a product is out of stock " "or so voluminous that it requires to be shipped, or if, for any reason, the " "customer needs their order to be shipped later, etc." msgstr "" "**稍後發貨** " "功能讓你可先銷售產品，然後安排稍後出貨。舉例，若產品缺貨、數量過多而引致需要有貨運安排，或因任何原因導致客戶需要稍後才送貨，此功能便很有用。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12 msgid "" ":ref:`Go to the POS settings `, scroll down to the " ":guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`." msgstr "" "要使用此功能，請首先 :ref:`前往 POS 設定 `，向下捲動至 :guilabel:`庫存` " "部分，並啟用 :guilabel:`允許稍後發貨`。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "settings to enable and configure the ship later feature" msgstr "啟用及配置稍後發貨功能的設定" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19 msgid "Once activated, you can:" msgstr "啟動功能後，你可以：" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21 msgid "" "Choose the location from where the products are shipped by selecting a " ":guilabel:`Warehouse`." msgstr "透過選擇 :guilabel:`倉庫`，選定產品的出貨地點。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22 msgid "" "Define a :guilabel:`Specific route`, or leave this field empty to use the " "default route." msgstr "設定 :guilabel:`特別路線`，或將此欄位留空，以使用預設路線。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23 msgid "" "Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as " "possible` if the products can be delivered separately or :guilabel:`When all" " products are ready` to ship all the products at once." msgstr "" "定義 :guilabel:`運送政策`：如果產品可以單獨運送，請選擇 :guilabel:`盡快`。如果需要等待所有產品齊備才一次過送貨，可選擇 " ":guilabel:`所有產品齊備時`。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29 msgid "" ":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34 msgid ":ref:`Open a session ` and make a sale." msgstr ":ref:`開始一個操作時段 ` 並進行銷售。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35 msgid "" "On the payment screen, set a customer and select :guilabel:`Ship Later`." msgstr "在付款畫面，設定客戶並選擇 :guilabel:`稍後發貨`。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36 msgid "" "On the popup window, set a shipping date and click :guilabel:`Confirm` to " "proceed to payment." msgstr "在顯示的彈出視窗中，設定發貨日期，然後按一下 :guilabel:`確認` 以繼續付款。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "selecting ship later at checkout." msgstr "結賬時選擇稍後發貨。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42 msgid "" "The system instantly creates a delivery order from the warehouse to the " "shipping address." msgstr "系統會即時建立由倉庫運送至送貨地址的送貨單。" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45 msgid "" "The selected customer must have referenced an address in the system for " "products to be shipped." msgstr "要執行運送產品，所選客戶必須在系統內已有參考地址。" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "租賃" #: ../../content/applications/sales/rental.rst:5 msgid "" "The Odoo *Rental* application provides comprehensive solutions to configure " "and manage rentals." msgstr "Odoo *租賃* 應用程式提供用於配置及管理租賃業務的全面解決方案。" #: ../../content/applications/sales/rental.rst:7 msgid "" "Send quotations, confirm orders, schedule rentals, register products when " "they are picked up and returned, and invoice customers from this single " "platform." msgstr "在此單一平台上發送報價單、確認訂單、安排租賃、在取貨和退貨時登記產品，以及向客戶開立發票。" #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "`Odoo 租賃：產品頁面 `_" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "`Odoo 教程：租賃 `_" #: ../../content/applications/sales/rental.rst:17 msgid "Dashboard" msgstr "儀表板" #: ../../content/applications/sales/rental.rst:19 msgid "" "Upon opening the *Rental* application, the :guilabel:`Rental Orders` " "dashboard is revealed." msgstr "開啟 *租賃* 應用程式後，將顯示 :guilabel:`租賃訂單` 面板。" #: ../../content/applications/sales/rental.rst-1 msgid "" "Example of the Rental Orders dashboard available in the Odoo Rental " "application." msgstr "Odoo 租賃應用程式中，租賃訂單Dashboard示例。" #: ../../content/applications/sales/rental.rst:25 msgid "" "In the default kanban view, all rentals are visible. Each rental card " "displays the customer name, the price of the rental, the related sales order" " number, along with the status of the rental." msgstr "在預設看板檢視畫面中，所有租賃都是可見的。每張租賃卡都會顯示客戶名稱、租賃價格、相關銷售訂單號碼，以及租賃狀態。" #: ../../content/applications/sales/rental.rst:29 msgid "" "Rental kanban cards that do **not** display a rental status means those " "rentals have confirmed quotations, but have not been picked up yet." msgstr "若租賃看板卡 *不顯示* 租賃狀態，表示這些租賃已確認報價，但尚未被提取。" #: ../../content/applications/sales/rental.rst:32 msgid "" "On the left sidebar, the :guilabel:`Rental Status` for each rental can be " "found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " "accessible. Clicking any option in the left sidebar filters the displayed " "rentals on the dashboard." msgstr "" "在左側欄，可以找到每次租賃的 :guilabel:`租賃狀態`。在其下方，可以存取租賃的 " ":guilabel:`發票狀態`。按下左側欄中的任何選項，都會篩選Dashboard上顯示的租賃。" #: ../../content/applications/sales/rental.rst:37 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 msgid "Settings" msgstr "設定" #: ../../content/applications/sales/rental.rst:39 msgid "" "To configure additional rental delay costs, availability of rental items, or" " minimum time of rental, navigate to :menuselection:`Rental app --> " "Configuration --> Settings`." msgstr "" "若要設定額外的租賃延遲成本、租賃項目的可用性，或最短租賃時間，請前往 :menuselection:`租賃應用程式 --> 配置 --> 設定`。" #: ../../content/applications/sales/rental.rst-1 #: ../../content/applications/sales/rental.rst-1 msgid "How the Settings page appears in the Odoo Rental application." msgstr "Odoo 租賃應用程式中，設定頁面的顯示方式。" #: ../../content/applications/sales/rental.rst:46 msgid "" "In the :guilabel:`Rental` section, there are options to configure " ":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " "is also the option to activate :guilabel:`Rental Transfers` and " ":guilabel:`Digital Documents`." msgstr "" "在 :guilabel:`租賃` 部分，有一些選項可配置 :guilabel:`預設延遲成本` 及 :guilabel:`預設留白時間`，亦有啟動 " ":guilabel:`租賃轉移` 及 :guilabel:`數碼文件` 的選項。" #: ../../content/applications/sales/rental.rst:50 msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." msgstr ":guilabel:`預設延遲成本` 是遲交還物品的額外費用。" #: ../../content/applications/sales/rental.rst:51 msgid "" ":guilabel:`Default Padding Time` represents the minimum amount of time " "between two rentals." msgstr ":guilabel:`預設留白時間` 是指兩次租賃之間，需預留的最短時間。" #: ../../content/applications/sales/rental.rst:52 msgid "" ":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" " for rental orders." msgstr ":guilabel:`租賃轉移` 是可用於租賃訂單的庫存送貨及收貨。" #: ../../content/applications/sales/rental.rst:54 msgid "" ":guilabel:`Digital Documents` allows users to upload documents for customers" " to sign prior to" msgstr ":guilabel:`數碼文件` 允許使用者上載文件，供客戶在" #: ../../content/applications/sales/rental.rst:54 msgid "confirming their rental." msgstr "確認租賃之前簽署。" #: ../../content/applications/sales/rental.rst:56 msgid "" "In the :guilabel:`Rent Online` section, there are options to configure a " ":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " "days`, or days during which pickup and return are not possible." msgstr "" "在 :guilabel:`線上租賃` 部份，可選擇配置 :guilabel:`最短租賃期` 及指定 " ":guilabel:`不可用天數`，即無法取貨及歸還的日期。" #: ../../content/applications/sales/rental.rst:61 msgid "Rental products" msgstr "租賃產品" #: ../../content/applications/sales/rental.rst:63 msgid "" "To view all products that can rented in the database, navigate to " ":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" " Rented` search filter appears in the search bar." msgstr "" "若要查看資料庫中可租賃的所有產品，請前往 :menuselection:`租賃應用程式 --> 產品`。預設情況下，:guilabel:`可出租` " "搜尋篩選器會在搜尋列中顯示。" #: ../../content/applications/sales/rental.rst:66 msgid "" "Each product kanban card displays that product's name, rental price, and " "product image (if applicable)." msgstr "每個產品看板卡，都會顯示該產品的名稱、租賃價格及產品圖片（如果適用）。" #: ../../content/applications/sales/rental.rst:70 msgid "Rental pricing" msgstr "租賃價格" #: ../../content/applications/sales/rental.rst:72 msgid "" "To adjust the rental pricing on a product, go to the :guilabel:`Products` " "page in the *Rental* app, then select the desired product or click " ":guilabel:`New` to create a new product from scratch." msgstr "" "若要調整產品的租賃價格，請前往 *租賃* 應用程式中的 :guilabel:`產品` 頁面，然後選擇所需的產品，或按一下 " ":guilabel:`新增`，由零開始建立新產品。" #: ../../content/applications/sales/rental.rst:75 msgid "" "On the product form, ensure the :guilabel:`Can be Rented` checkbox is " "ticked. Then, open the :guilabel:`Rental prices` tab." msgstr "在產品表單上，確保已選取 :guilabel:`可出租` 方格。然後，開啟 :guilabel:`租賃價格` 分頁。" #: ../../content/applications/sales/rental.rst:83 msgid "" "If creating a rental product outside of the *Rental* app, just ensure the " ":guilabel:`Can be Rented` checkbox is ticked on the product form. By " "default, this checkbox is ticked whenever a product is created directly in " "the *Rental* application." msgstr "" "如果在 *租賃* 應用程式之外建立租賃產品，只需確保在產品表單上勾選 :guilabel:`可出租` 方格即可。預設情況下，直接在 *租賃* " "應用程式中建立的產品，會自動勾選此方格。" #: ../../content/applications/sales/rental.rst:90 msgid "" "Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " "designate custom rental prices and rental periods for the product." msgstr "在 :guilabel:`租賃價格` 分頁的 :guilabel:`定價` 部分下，指定產品的自訂租賃價格及租賃期。" #: ../../content/applications/sales/rental.rst:93 msgid "" "To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " "*pricing period* (:dfn:`the unit of duration of the rental`) in the " ":guilabel:`Period` column, or create a new pricing period by typing in the " "name and clicking :guilabel:`Create`." msgstr "" "若要新增租賃定價，請按一下 :guilabel:`新增價格`。然後，在 :guilabel:`期間` 直欄中，選擇 *定價期間* （即 " ":dfn:`租賃持續時間單位`），或透過輸入名稱並按一下 :guilabel:`建立`，以建立新的定價期間。" #: ../../content/applications/sales/rental.rst:97 msgid "" "Next, decide whether or not to apply this custom rental price to a specific " ":guilabel:`Pricelist`." msgstr "之後，決定是否將此自訂租賃價格，套用至特定的 :guilabel:`價格表`。" #: ../../content/applications/sales/rental.rst:99 msgid "" "Lastly, enter the desired :guilabel:`Price` for that specific " ":guilabel:`Period`." msgstr "最後，輸入想為該特定 :guilabel:`期間` 設定的 :guilabel:`價格`。" #: ../../content/applications/sales/rental.rst:102 msgid "" "There is no limit to how many pricing lines can be added. Multiple pricing " "options for rental products are typically used to give discounts for " "customers who agree to longer rental durations." msgstr "你可新增的定價資料行，數量沒有上限。為租賃產品設定多種定價選項，通常是用於向較長租賃期的客戶提供折扣。" #: ../../content/applications/sales/rental.rst:105 msgid "" "To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " "and that row is deleted." msgstr "若要刪除任何租賃定價選項，請按一下 :guilabel:`🗑️ （垃圾桶）` 圖示，該行就會被刪除。" #: ../../content/applications/sales/rental.rst:109 msgid "Reservations" msgstr "預留" #: ../../content/applications/sales/rental.rst:111 msgid "" "Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " "tab, there is the option to configure additional fines for any " ":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " "return a rental." msgstr "" "在 :guilabel:`租賃價格` 分頁的 :guilabel:`預訂` 部分，可選擇對延遲交還物品的客戶，按 :guilabel:`額外每一小時` " "或 :guilabel:`額外每一天` 配置附加罰款。" #: ../../content/applications/sales/rental.rst:115 msgid "" "There is also the option to set a :guilabel:`Security Time`, expressed in " "hours, to make the rental product temporarily unavailable between two rental" " orders. Such a feature may prove useful if maintenance or cleaning is " "required between rentals." msgstr "" "你亦可選擇設定 " ":guilabel:`安全時間`（以小時為單位），使租賃產品在兩次租賃訂單之間暫時無法使用。如果產品在兩次租賃之間需要維護或清潔，此功能便可能很有用。" #: ../../content/applications/sales/rental.rst:120 msgid "Price computing" msgstr "價格計算" #: ../../content/applications/sales/rental.rst:122 msgid "" "Odoo always uses two rules to compute the price of a product when a rental " "order is created:" msgstr "建立租賃訂單時，Odoo 必定會跟從以下兩個規則，去計算產品價格：" #: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "只會使用一個價格資料行。" #: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "會選擇最便宜的資料行。" #: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "假設為產品設定了以下租賃價格：" #: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 天：$100" #: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 天：$250" #: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 星期：$500" #: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "有客戶想租用該產品 8 天。租用價錢應如何計算？" #: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" "建立訂單後，Odoo 會選擇第二行資料行，因為這是最便宜的選項。客戶須支付 3 個「3 天」租用價格，以覆蓋 8 天的租金，總計為 $750。" #: ../../content/applications/sales/rental.rst:142 msgid "Rental orders" msgstr "租賃訂單" #: ../../content/applications/sales/rental.rst:144 msgid "" "To create a rental order in the *Rental* app, navigate to " ":menuselection:`Rental app --> Orders --> Orders`, and click " ":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " "accordingly." msgstr "" "若要在 *租賃* 應用程式中建立租賃訂單，請前往 :menuselection:`租賃應用程式 --> 訂單 --> 訂單`，然後按一下 " ":guilabel:`新增`，系統會顯示一張空白的租賃訂單，讓你跟着填寫。" #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a filled out rental order available in the Odoo Rental " "application." msgstr "Odoo 租賃應用程式中，已填寫的租賃訂單範例。" #: ../../content/applications/sales/rental.rst:152 msgid "" "Start by adding a :guilabel:`Customer`, then configure the desired duration " "of the rental in the :guilabel:`Rental period` field." msgstr "首先加入 :guilabel:`客戶`，然後在 :guilabel:`租賃期` 欄位中，配置所需的租賃期長度。" #: ../../content/applications/sales/rental.rst:155 msgid "" "To adjust the rental duration, click the first date in the :guilabel:`Rental" " period` field, and select the range of dates to represent the rental " "duration from the pop-up calendar form that appears." msgstr "要調整租賃期長短，請按一下 :guilabel:`租賃期` 欄位中的第一個日期，然後在出現的彈出日曆表單中，選擇代表租賃期的日期範圍。" #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a rental period calendar pop-up window in the Odoo Rental " "application." msgstr "Odoo 租賃應用程式中，租賃期日曆彈出視窗範例。" #: ../../content/applications/sales/rental.rst:163 msgid "" "Once complete, click :guilabel:`Apply` in the calendar pop-up form. " "Following that, the pop-up form disappears, and the designated time period " "of the rental is represented in the :guilabel:`Duration` field." msgstr "" "完成後，在日曆彈出視窗中按一下 :guilabel:`套用`。隨後，彈出視窗會消失，你所指定的租賃期會顯示在 :guilabel:`時長` 欄位中。" #: ../../content/applications/sales/rental.rst:167 msgid "" "Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " ":guilabel:`Add a product`, and selecting the desired rental product to add " "to the form." msgstr "" "之後是加入租賃產品，請在 :guilabel:`訂單資料行` 分頁中按一下 :guilabel:`加入產品`，然後選擇想要新增至表單中的租賃產品。" #: ../../content/applications/sales/rental.rst:171 msgid "" "If a rental product is added *before* the :guilabel:`Rental period` field " "has been properly configured, the user can *still* adjust the " ":guilabel:`Rental period` field accordingly." msgstr "" "如果你在正確配置 :guilabel:`租賃期` 欄位 *之前* ，已加入租賃產品，你 *仍可* 按需要調整 :guilabel:`租賃期` 欄位。" #: ../../content/applications/sales/rental.rst:174 msgid "" "Simply select the desired range of dates to represent the duration of the " "rental, then click :guilabel:`Update Rental Prices` in the " ":guilabel:`Duration` field." msgstr "只需選擇所需的日期範圍，以表示租賃期持續時間，然後按一下 :guilabel:`時長` 欄位中的 :guilabel:`更新租賃價格`。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The update rental prices option that appears in the Odoo Rental application." msgstr "Odoo 租賃應用程式中顯示的更新租賃價格選項。" #: ../../content/applications/sales/rental.rst:181 msgid "" "Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " "correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " "accordingly." msgstr "" "系統會顯示一個 :guilabel:`確認` 彈出視窗。如果一切正確，請按一下 :guilabel:`確定`，Odoo 會自動重新計算租賃價格。" #: ../../content/applications/sales/rental.rst:184 msgid "" "Once all the information has been entered correctly on the rental order " "form, click the :guilabel:`Send by Email` button to send the quotation to " "the customer, or click the :guilabel:`Confirm` button to confirm the order." msgstr "" "在租賃訂單表格上正確輸入所有資訊後，按一下 :guilabel:`以電郵傳送` 按鈕，將報價單發送給客戶，或按一下 :guilabel:`確認` " "按鈕以確認訂單。" #: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "客戶簽名" #: ../../content/applications/sales/rental.rst:191 msgid "" "Upon confirming a rental order, the :guilabel:`Sign Documents` button " "appears. This gives the ability to request the customer sign a rental " "agreement, outlining the arrangement between the company and customer, " "*before* they pick up the rental product(s)." msgstr "" "確認租賃訂單後，會出現 :guilabel:`簽署文件` 按鈕。此功能讓你可在客戶提取租賃產品 *之前* " "，要求客戶簽署租賃協議，列出公司與客戶之間的安排。" #: ../../content/applications/sales/rental.rst:195 msgid "" "Such documents can ensure everything is returned on-time and in its original" " condition." msgstr "這類協議文件可確保所有物品按時歸還，並在交還時保持原始狀態。" #: ../../content/applications/sales/rental.rst:198 msgid "" "The :guilabel:`Sign Documents` button/option **only** appears if the " ":guilabel:`Digital Documents` feature has been activated in the *Rental* " "application settings. To do so, navigate to :menuselection:`Rental app --> " "Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " "click :guilabel:`Save`." msgstr "" ":guilabel:`簽署文件` 的按鈕/選項， **只會** 在 *租賃* 應用程式設定中已啟動 :guilabel:`數碼文件` " "功能時出現。要執行此操作，請前往 :menuselection:`租賃應用程式 --> 配置 --> 設定`，啟動 " ":guilabel:`數碼文件`，然後按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/rental.rst:204 msgid "" "This feature also requires the :doc:`Sign <../productivity/sign>` app. If " "necessary, Odoo automatically installs it after activating the " ":guilabel:`Digital Documents` setting." msgstr "" "此功能亦需要 :doc:`電子簽名 <../productivity/sign>` 應用程式。如有需要，Odoo 會在使用者啟動 " ":guilabel:`數碼文件` 設定後，自動安裝此程式。" #: ../../content/applications/sales/rental.rst:207 msgid "" "To request a customer signature on a rental agreement, select a confirmed " "rental order, and click the :guilabel:`Sign Documents` button to reveal a " ":guilabel:`Sign Documents` pop-up window." msgstr "" "若想要求客戶在租賃協議上簽名，請選擇一張已確認的租賃訂單，然後按一下 :guilabel:`簽署文件` 按鈕，系統會顯示 " ":guilabel:`簽署文件` 彈出視窗。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The Sign Documents pop-up window that appears in the Odoo Rental " "application." msgstr "Odoo 租賃應用程式中顯示的「簽署文件」彈出視窗。" #: ../../content/applications/sales/rental.rst:214 msgid "" "From here, select the desired document from the :guilabel:`Document " "Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " ":guilabel:`New Signature Request` pop-up window." msgstr "" "在此處，請於 :guilabel:`文件範本` 欄位選擇所需的文件。然後，按一下 :guilabel:`簽署文件`，系統會顯示 " ":guilabel:`新簽名請求` 彈出視窗。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The New Signature Request pop-up window that appears in the Odoo Rental " "application." msgstr "Odoo 租賃應用程式中顯示的「新簽名請求」彈出視窗。" #: ../../content/applications/sales/rental.rst:221 msgid "" "Upon confirming the information in the :guilabel:`New Signature Request` " "pop-up form, click :guilabel:`Sign Now` to initiate the signing process." msgstr "確認 :guilabel:`新簽名請求` 彈出表單的資料後，按一下 :guilabel:`現在簽名` 以啟動簽名程序。" #: ../../content/applications/sales/rental.rst:224 msgid "" "A separate page is then revealed, showcasing the document to be signed, " "which is accessible to the customer via the customer portal." msgstr "然後，會顯示另一個單獨的頁面，顯示需要簽名的文件。客戶可透過客戶門戶網站，存取該文件。" #: ../../content/applications/sales/rental.rst:227 msgid "" "Odoo guides the customer through the signing process with clear, clickable " "indicators, and allows them to create electronic signatures to quickly " "complete the form." msgstr "Odoo 會以清晰、可點按的指示器，引導客戶完成簽名流程。系統亦允許他們建立電子簽名，以快速完成表單。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The adopt your signature pop-up window that appears in the Odoo Rental " "application." msgstr "Odoo 租賃應用程式中的「採用你的簽名」彈出視窗。" #: ../../content/applications/sales/rental.rst:234 msgid "" "Once the document has been signed and completed, click the " ":guilabel:`Validate & Send Completed Document` button at the bottom of the " "document." msgstr "簽署及完成文件後，按一下文件底部的 :guilabel:`驗證並傳送已完成文件` 按鈕。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The validate and send completed document button in the Odoo Rental " "application." msgstr "Odoo 租賃應用程式中的「驗證並傳送已完成文件」按鈕。" #: ../../content/applications/sales/rental.rst:241 msgid "" "Upon clicking the :guilabel:`Validate & Send Completed Document` button, " "Odoo presents the option to download the signed document for record-keeping " "purposes, if necessary." msgstr "按下 :guilabel:`驗證並傳送已完成文件` 按鈕後，Odoo 會提供選項，供使用者下載已簽名文件作存檔用途（如有需要）。" #: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "`Odoo 教學：電子簽名 `_" #: ../../content/applications/sales/rental.rst:250 msgid "Pickup products" msgstr "領取產品" #: ../../content/applications/sales/rental.rst:252 msgid "" "When a customer picks up the product(s), navigate to the appropriate rental " "order, click the :guilabel:`Pickup` button, and then click " ":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " "appears." msgstr "" "客戶前來提取產品時，你可開啟相應的租賃訂單，按一下 :guilabel:`提取` 按鈕，然後在出現的 :guilabel:`驗證提取` " "彈出表單中，按一下 :guilabel:`驗證`。" #: ../../content/applications/sales/rental.rst:256 msgid "" "Doing so places a :guilabel:`Picked-up` status banner on the rental order." msgstr "執行此操作後，系統會在租賃訂單上顯示 :guilabel:`已取貨` 狀態橫幅。" #: ../../content/applications/sales/rental.rst:259 msgid "Return products" msgstr "歸還產品" #: ../../content/applications/sales/rental.rst:261 msgid "" "When a customer returns the product(s), navigate to the appropriate rental " "order, click the :guilabel:`Return` button, and validate the return by " "clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " "form that appears." msgstr "" "客戶交還產品時，請開啟相應的租賃訂單，按一下 :guilabel:`交還` 按鈕，然後在出現的 :guilabel:`驗證交還` 彈出表單中，按一下 " ":guilabel:`驗證` 以驗證交還。" #: ../../content/applications/sales/rental.rst:265 msgid "" "Doing so places a :guilabel:`Returned` status banner on the rental order." msgstr "執行此操作後，系統會在租賃訂單上顯示 :guilabel:`已交還` 狀態橫幅。" #: ../../content/applications/sales/rental.rst:268 msgid "Print pickup and return receipts" msgstr "列印取貨及交還收據" #: ../../content/applications/sales/rental.rst:270 msgid "" "Pickup and return receipts can be printed for customers when they pick up " "and/or return rental products." msgstr "客戶前來提取及/或歸還租賃產品時，你可以為客戶列印提取及交還收據。" #: ../../content/applications/sales/rental.rst:273 msgid "" "To print pickup and/or return receipts, navigate to the appropriate rental " "order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "若要列印取貨及/或交還收據，請開啟相應的租賃訂單，按一下 :guilabel:`⚙️ （齒輪）` 圖示，以顯示下拉式功能表。" #: ../../content/applications/sales/rental.rst-1 msgid "" "The pickup and return receipt print option in the Odoo Rental application." msgstr "Odoo 租賃應用程式中，列印取貨及交還收據的選項。" #: ../../content/applications/sales/rental.rst:280 msgid "" "From this drop-down menu, hover over the :guilabel:`Print` option to reveal " "a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." msgstr "在此下拉式選單中，將滑鼠停留在 :guilabel:`列印` 選項上，以顯示子選單，然後選擇 :guilabel:`取貨及交還收據`。" #: ../../content/applications/sales/rental.rst:283 msgid "" "Odoo generates and downloads a PDF, detailing all information about the " "current status of the rented item(s)." msgstr "Odoo 會產生並下載一份 PDF 文件，詳細交代有關租賃項目目前狀態的所有資訊。" #: ../../content/applications/sales/sales.rst:10 msgid "" "**Odoo Sales** is the application to run your sales process (from quotation " "to sales order) and deliver and invoice what has been sold." msgstr "**Odoo 銷售** 是協助你運行銷售流程（由報價單至銷售訂單）、交付已售產品，以及就售出貨品開立發票的應用程式。" #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "`Odoo 教學：銷售教程 `_" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "亞馬遜聯接器" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" "The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " "considerably reduces the amount of time spent manually entering Amazon " "orders (from the Amazon Seller account) into Odoo. It also allows users to " "accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 #: ../../content/applications/sales/sales/shopee_connector.rst:12 msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" "Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " "their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" "Create any missing partner related to an order in Odoo (contact types " "supported: contact and delivery address)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:24 msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 #: ../../content/applications/sales/sales/shopee_connector.rst:24 msgid "Support multiple seller accounts." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:32 msgid "" "The following table lists capabilities provided by Odoo when using the " "Amazon Connector:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Synchronize shipped and cancelled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Synchronize unshipped and cancelled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon, and included in the synchronized order." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon and included in the synchronized orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "Shipping done by Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "" "A delivery order is automatically created in Odoo for each new order. Once " "it has been processed in Odoo, the status is then synchronized in Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Handled by Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "" "Cost is computed by Amazon, and included in the synchronized order. Gift " "message is added on a line of the order and on the delivery order. Then it " "is up to the user." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" "Managed by Amazon, and synchronized with a virtual location to follow it in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "**Delivery Notifications**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 msgid "" "The Amazon Connector is designed to synchronize the data of sales orders. " "Other actions, such as downloading monthly fees reports, handling disputes, " "or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" " usual." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:71 msgid "" "As of February 19, 2024, in North American marketplaces, :abbr:`FBA " "(Fulfilled by Amazon)` orders created with the *Amazon Connector*, do not " "get the customer's name passed onto the sales/delivery order in Odoo. This " "is due to the fact that Amazon now calculates, and remits, sales tax on " "behalf of sellers. In other words, personally identifiable customer " "information is not transmitted to the seller any longer, after a :abbr:`FBA " "(Fulfilled by Amazon)` order." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:80 msgid "Supported marketplaces" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:82 msgid "" "If a marketplace is not listed in your Amazon marketplaces, it's possible to" " :ref:`add a new marketplace `." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:86 msgid "**North America region**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Canada" msgstr "加拿大" #: ../../content/applications/sales/sales/amazon_connector/features.rst:88 msgid "Amazon.ca" msgstr "Amazon.ca" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 #: ../../content/applications/sales/sales/shopee_connector.rst:62 msgid "Mexico" msgstr "墨西哥" #: ../../content/applications/sales/sales/amazon_connector/features.rst:90 msgid "Amazon.com.mx" msgstr "Amazon.com.mx" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "US" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:92 msgid "Amazon.com" msgstr "Amazon.com" #: ../../content/applications/sales/sales/amazon_connector/features.rst:96 msgid "**Europe region**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Germany" msgstr "德國" #: ../../content/applications/sales/sales/amazon_connector/features.rst:98 msgid "Amazon.de" msgstr "Amazon.de" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Spain" msgstr "西班牙" #: ../../content/applications/sales/sales/amazon_connector/features.rst:100 msgid "Amazon.es" msgstr "Amazon.es" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "France" msgstr "法國" #: ../../content/applications/sales/sales/amazon_connector/features.rst:102 msgid "Amazon.fr" msgstr "Amazon.fr" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "UK" msgstr "英國" #: ../../content/applications/sales/sales/amazon_connector/features.rst:104 msgid "Amazon.co.uk" msgstr "Amazon.co.uk" #: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Italy" msgstr "意大利" #: ../../content/applications/sales/sales/amazon_connector/features.rst:106 msgid "Amazon.it" msgstr "Amazon.it" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Netherlands" msgstr "荷蘭" #: ../../content/applications/sales/sales/amazon_connector/features.rst:108 msgid "Amazon.nl" msgstr "Amazon.nl" #: ../../content/applications/sales/sales/amazon_connector/features.rst:112 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:200 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:199 msgid ":doc:`setup`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:113 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:232 msgid ":doc:`manage`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:48 msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" "Orders are automatically fetched from Amazon, and synchronized in Odoo, at " "regular intervals." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 msgid "" "The synchronization is based on the Amazon status: only orders whose status " "has changed since the last synchronization are fetched from Amazon. This " "includes changes on either end (Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 msgid "" "For *FBA* (Fulfilled by Amazon), only *Shipped* and *Cancelled* orders are " "fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" "For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " "*Cancelled* orders. For each synchronized order, a sales order and customer " "are created in Odoo (if the customer is not already registered in the " "database)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 msgid "" "The stock synchronization does **not** currently support selling the same " "product as :abbr:`FBM (Fulfilled By Merchant)` *and* :abbr:`FBA (Fulfilled " "By Amazon)`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:23 msgid "" "At times, when stock is sent for all products, it triggers a stock problem " "with Amazon, where Amazon incorrectly thinks the :abbr:`FBM (Fulfilled By " "Merchant)` product has some quantity in :abbr:`FBM (Fulfilled By Merchant)`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:27 msgid "" "As a result, Amazon then sells it as :abbr:`FBM (Fulfilled By Merchant)`, " "instead of taking from their own warehouse. Odoo developers are currently " "working on resolving this issue to avoid future discrepancies." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 msgid "" "When an order is cancelled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically cancelled in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:66 msgid "Force synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:38 msgid "" "In order to force the synchronization of an order, whose status has **not** " "changed since the previous synchronization, start by activating the " ":ref:`developer mode `. This includes changes on either end " "(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:42 msgid "" "Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " "Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " "Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " "Last Order Sync`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:75 msgid "" "Be sure to pick a date that occurs prior to the last status change of the " "desired order to synchronize and save. This will ensure synchronization " "occurs correctly." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:51 msgid "" "To immediately synchronize the orders of an Amazon account, switch to " ":ref:`developer mode `, head to the Amazon account in Odoo, " "and click :guilabel:`Sync Orders`. The same can be done with pickings by " "clicking :guilabel:`Sync Pickings`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:56 msgid "Manage deliveries in FBM" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:58 msgid "" "Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " "picking is instantly created in the *Inventory* app, along with a sales " "order and customer record. Then, decide to either ship all the ordered " "products to the customer at once, or ship products partially using " "backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:62 msgid "" "When a picking related to the order is confirmed, a notification is then " "sent to Amazon, who, in turn, notifies the customer that the order (or a " "part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:66 msgid "" "Amazon requires users to provide a tracking reference with each delivery. " "This is needed to assign a carrier." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 msgid "" "If the carrier doesn't automatically provide a tracking reference, one must " "be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:73 msgid "" "If the chosen carrier isn't supported by Odoo, a carrier with the same name " "can still be created (e.g. create a carrier named `easyship`). The name used" " is **not** case sensitive, but be mindful to avoid typos. If there are " "typos, Amazon will **not** recognize them. Next, create a delivery carrier " "named `Self Delivery` to inform Amazon that the user will make the " "deliveries. Even with this route, a tracking reference still **must** be " "entered. Remember, the customer is notified by email about the delivery, and" " the carrier, along with the tracking reference, are displayed in the email " "to the customer." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:82 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 msgid "Manage errors when synchronizing deliveries" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:89 msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:93 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:97 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " "shipments were affected. In that case, all the shipments in an unknown state" " will be treated as if they failed to synchronize. Once Odoo receives a " "notification from Amazon saying that a shipment was processed, its tag will " "change to :guilabel:`Synchronized with Amazon`. To speed up this process, on" " your Amazon account, click on :guilabel:`Sync Orders` to manually " "synchronize these orders, or click on :guilabel:`Recover Order` and enter " "the relevant Amazon Order Reference." msgstr "" "可能發生的情況是，Odoo " "收到亞馬遜的通知，某些交付資訊未處理，但未說明哪些貨物受到影響。在這種情況下，所有處於未知狀態的貨件都將被視為「同步失敗」。一旦 Odoo " "收到亞馬遜發出貨物已處理的通知，其標籤將變為 :guilabel:`已與亞馬遜同步`。為加快此過程，請在你的亞馬遜帳戶按一下 " ":guilabel:`同步訂單`，手動同步這些訂單，或按一下 :guilabel:`收回訂單` 並輸入相關的亞馬遜訂單參考。" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:106 msgid "Follow deliveries in FBA" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:108 msgid "" "When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " "move is recorded in the *Inventory* app for each sales order item. That way," " it's saved in the system." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:111 msgid "" "Inventory managers can access these stock moves by navigating to " ":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" "For FBA orders, the stock move is automatically created in Odoo by the " "Amazon connector, thanks to the shipping status of Amazon. When sending new " "products to Amazon, the user should manually create a picking (delivery " "order) to transfer these products from their warehouse to the Amazon " "location." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:119 msgid "" "To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " "replenishing stock. An automated replenishment from reordering rules can " "also be triggered on the Amazon location." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 msgid "" "The Amazon location is configurable by accessing the Amazon account managed " "in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" " app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " "Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:126 msgid "" "All accounts of the same company use the same Amazon location, by default. " "However, it is possible to follow the stock filtered by marketplace." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:129 msgid "" "To do that, first remove the marketplace, where the desired stock to follow " "separately can be found, from the list of synchronized marketplaces, which " "can be found by navigating to :menuselection:`Sales app --> Configuration " "--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:134 msgid "" "Next, create another registration for this account, and remove all " "marketplaces--- **except** the marketplace this is desired to be isolated " "from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" "Lastly, assign another stock location to the second registration of the " "account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 msgid "Invoice and register payments" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:143 msgid "Issue invoices" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:145 msgid "" "Due to Amazon's policy of not sharing customer email addresses, it is " "**not** possible to send invoices directly to Amazon customers from Odoo. " "However, it **is** possible to manually upload the generated invoices from " "Odoo to the Amazon back-end." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 msgid "" "Additionally, for B2B clients, it is currently required to manually retrieve" " VAT numbers from the Amazon back-end **before** creating an invoice in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:153 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:155 msgid "Register payments" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:155 msgid "" "Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " "journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " "intermediary account is recommended." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:158 msgid "" "Additionally, as Amazon makes a single monthly payment, selecting all the " "invoices linked to a single payment is necessary when registering payments." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:161 msgid "" "To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " "payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " "Method`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 #: ../../content/applications/sales/sales/shopee_connector/manage.rst:166 msgid "" "Then, select all the generated payments, and click :menuselection:`Actions " "--> Create batch payment --> Validate`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:168 msgid "" "This same action can be performed with vendor bills from Amazon dedicated to" " commissions." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 msgid "" "When the balance is received in the bank account at the end of the month, " "and the bank statements are recorded, credit the Amazon intermediary account" " by the amount received." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:174 msgid "Follow Amazon sales in sales reporting" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:176 msgid "" "On the Amazon account profile in Odoo, a sales team is set under the " ":guilabel:`Order Follow-up` tab." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:179 msgid "" "This gives quick access to important metrics related to sales reporting. By " "default, the Amazon account's sales team is shared between all of the " "company's accounts." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 msgid "" "If desired, the sales team on the account can be changed for another, in " "order to perform a separate reporting for the sales of this account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 msgid "It is also possible to perform reporting on a per-marketplace basis." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:188 msgid "" "First, remove the desired marketplace from the list of synchronized " "marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:190 msgid "" "To access the list of synchronized marketplaces in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " "Amazon Sync --> Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:193 msgid "" "Then, create another registration for this account, and remove all other " "marketplaces **except** the one to isolate." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 msgid "" "Lastly, assign another sales team to one of the two registrations of the " "account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:199 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:3 msgid "Amazon Connector configuration" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:5 msgid "" "Odoo allows users to register an Amazon seller account in the database, but " "the user **must** have a paid Amazon Seller account prior to completing the " "configuration." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:8 msgid "" "Set up a paid Seller account on Amazon by first logging into the Amazon " "platform, and navigating to :menuselection:`Account \\& Lists --> Start a " "Selling Account` from the drop-down menu located in the header section." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:12 msgid "" "Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process " "and finally proceed to follow the instructions below to register and link " "that Amazon Seller account in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:16 msgid "`Sell with Amazon `_" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:19 msgid "Connect Amazon Seller account to Odoo" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:23 msgid "" "To connect an Amazon Seller account in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors " "section`, activate the :guilabel:`Amazon Sync` feature, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:27 msgid "" "Then, return to :menuselection:`Sales app --> Configuration --> Settings -->" " Connectors section`, and click on the :guilabel:`Amazon Accounts` link " "under the :guilabel:`Amazon Sync` setting." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:34 msgid "" "Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, " "click :guilabel:`New` to create and link a new Amazon account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:37 msgid "" "On the blank :guilabel:`Amazon Account` form page, start by choosing a name " "for the account (e.g. `American Marketplace`). Then, in the " ":guilabel:`Credentials` tab, select the marketplace on which the seller " "account was initially created from the :guilabel:`Home Marketplace` drop-" "down menu." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "A typical Amazon Account form page in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:45 msgid "" "After saving, the field in the :guilabel:`Credentials` tab is replaced by a " ":guilabel:`Link with Amazon` button." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "A typical Amazon Account form page and Link with Amazon button in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:52 msgid "" "Clicking that button redirects to either the Amazon login page, or directly " "to the required consent page, if the user is already logged in to Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:55 msgid "On the login page, log in to the desired Amazon seller account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:57 msgid "" "On the consent page, confirm that Amazon is allowed to give Odoo access to " "the account and related data." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:60 msgid "" "Upon confirmation, Amazon returns the user to Odoo, and the account has been" " registered." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:62 msgid "" "With the Amazon account successfully registered, the marketplaces available " "to this specific account are synchronized with Odoo and listed under the " ":guilabel:`Marketplaces` tab." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:65 msgid "" "If desired, remove items from the list of synchronized marketplaces to " "disable synchronization." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:68 msgid "Amazon orders in Odoo" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:70 msgid "" "When an Amazon order is synchronized, up to three line items are created on " "the sales order in Odoo. Each one represents a product sold on Amazon: one " "for the product that was sold on Amazon Marketplace, one for the shipping " "charges (if any), and one for the gift wrapping charges (if any)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:76 msgid "" "The selection of a database product for a sales order item is done by " "matching its :guilabel:`Internal Reference` (a customizable product " "reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for " "marketplace items, the Amazon *Shipping Code* for delivery charges, and the " "Amazon *Gift Wrapping* code for gift wrapping charges." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:81 msgid "" "For marketplace products, pairings are saved as *Amazon Offers*, which are " "listed under the :guilabel:`Offers` smart button on the account form." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "The Amazon Offers smart button on the account form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:88 msgid "" "Offers are automatically created when the pairing is established, and " "they're used for subsequent orders to lookup SKUs. If no offer with a " "matching SKU is found, :ref:`the internal reference is used instead " "`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:93 msgid "" "It's possible to force the pairing of a marketplace item with a specific " "product, by changing either the product or the SKU of an offer to ensure " "they match. The offer can be manually created if it was not automatically " "done yet." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:97 msgid "" "This is useful if the internal reference is not used as the SKU, or if the " "product sells under different conditions." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:100 msgid "" "If no database product with a matching internal reference is found for a " "given Amazon SKU or gift wrapping code, then a default database product, " "*Amazon Sale*, is used. The same is done with the default product *Amazon " "Shipping* if no database product is found for a given Amazon shipping code." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:105 msgid "" "To modify default products, activate the :ref:`developer mode `, and navigate to :menuselection:`Sales app --> Configuration --> " "Settings --> Connectors --> Amazon Sync --> Default Products`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:110 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:178 msgid "Product tax configuration" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:112 msgid "" "To allow for tax reporting of Amazon sales with Odoo, the taxes applied to " "the sales order items are those set on the product, or determined by the " "fiscal position." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:115 msgid "" "Make sure to have the correct taxes set on your products in Odoo, or have it" " done by a fiscal position, to avoid discrepancies in the subtotals between " "*Amazon Seller Central* and Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:119 msgid "" "As Amazon does not necessarily apply the same taxes as those configured in " "Odoo, it may happen that order totals differ by a few cents between Odoo and" " *Amazon Seller Central*. Those differences can be resolved with a write-off" " when reconciling the payments in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:126 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:195 msgid "Add a new marketplace" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:128 msgid "" "All marketplaces are supported by the Amazon Connector. To add a new " "marketplace, proceed as follows:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 msgid "Activate the :ref:`developer mode `." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:132 msgid "" "Go to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Marketplaces`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:134 msgid "Click :guilabel:`New` to create a new marketplace record." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:135 msgid "" "Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select " "the :guilabel:`Amazon Region` for your marketplace as described in the " "`Amazon Documentation for marketplace IDs and regions `_, and the :guilabel:`Seller " "Central URL` as described in the `Amazon Documentation for seller central " "URLs `_." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:140 msgid "" "Set the :guilabel:`Name` of the record to `Amazon.` to easily " "retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the " ":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should " "respectively hold the *Marketplace ID*, the selected Amazon region, and the " "*Seller Central URL* values from the Amazon Documentation." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:144 msgid "" "Once the marketplace is saved, update the Amazon Account configuration by " "going to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:147 msgid "" "Select the account on which to use the new marketplace, go to the " ":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available " "marketplaces`. An animation should confirm the success of the operation. " "Newly added marketplaces are automatically added to the list of synchronized" " marketplaces. If the new marketplace is not added to the list, it means " "that it is either incompatible or unavailable for the seller account." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:3 msgid "Gelato" msgstr "Gelato" #: ../../content/applications/sales/sales/gelato.rst:5 msgid "" "Gelato is a global print-on-demand platform that integrates with Odoo to " "sync product catalogs and automate order fulfillment." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:8 msgid "" "Connecting Gelato's services with Odoo's **Sales** and **eCommerce** apps " "enables the following:" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:10 msgid "Sync Odoo sales orders with Gelato for automated order fulfillment" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:11 msgid "" "Create and manage Gelato products within Odoo; supports product variant and " "image sync" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:12 msgid "" "Configure delivery options in Odoo and receive order updates via webhooks." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:18 msgid "" "The company information (*Company name* and *Billing address*) in the Gelato" " account *must* match the company information in the Odoo database in order " "for sales orders to be confirmed and sent to Gelato for fulfillment." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:0 msgid "Company information in Gelato." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:0 msgid "Company information in Odoo." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:29 msgid "Configure API keys and webhooks in Gelato" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:31 msgid "" "Before configuring the Gelato connector in Odoo, first obtain API " "credentials and webhooks from the Gelato account." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:34 msgid "" "API connectors enable Odoo **Sales** to send and receive data from Gelato " "for order processing, while webhooks provide real-time updates on order " "status and shipment tracking." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:38 msgid "API Key" msgstr "API 金鑰" #: ../../content/applications/sales/sales/gelato.rst:40 msgid "" "An API Key is a unique authentication token that allows Odoo to securely " "communicate with Gelato's API, enabling order transmission, status updates, " "and data synchronization." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:43 msgid "" "After logging into Gelato, click :icon:`fa-code` :guilabel:`Developer` in " "the left menu bar. From here, click on :guilabel:`API keys`. In the new " "page, click the :guilabel:`Add API Key` button to open a new API key form. " "Type in a name, then click :guilabel:`Create Key`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:47 msgid "Copy the generated API key using :guilabel:`Copy to Clipboard`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst-1 msgid "Newly generated API key in the Gelato platform." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:53 msgid "" "Copy the API key and store it somewhere safe and secure before leaving this " "page. Once the page is refreshed or exited, the key will not be available to" " copy." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:56 msgid "" "If the key cannot be copied or is lost, return to the :guilabel:`API key` " "page and start over, creating a new API key." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:60 msgid "Webhook" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:62 msgid "" "A webhook is an automated notification system that instantly updates Odoo " "when Gelato processes, ships, or delivers an order, ensuring real-time " "tracking and minimal manual intervention." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:65 msgid "" "To create a webhook, go to :menuselection:`Developer --> Webhooks` under the" " :guilabel:`Developer` drop-down menu in the left menu bar. In the new page," " click :guilabel:`Add Webhook` to open a :guilabel:`Create Webhook` form." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:69 msgid "The webhook form requires several specific configurations:" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:71 msgid "" ":guilabel:`URL`: This tells Gelato where to send the order updates in Odoo. " "Copy and paste the Odoo database URL with the additional suffix " "`/gelato/webhook`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:75 msgid "`https://stealthywood.odoo.com/gelato/webhook`" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:77 msgid "" ":guilabel:`Events`: Click into the field and select " ":guilabel:`order_status_updated`. Selecting :guilabel:`order_status_updated`" " ensures Odoo receives order changes automatically." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:79 msgid "" ":guilabel:`Method`: Click into the field and select the :guilabel:`HTTP " "Post` option, as this is the request method used to send data from Gelato to" " Odoo." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:81 msgid "" "Tick the checkbox next to :guilabel:`I want to take Authorization to this " "webhook`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:82 msgid "" ":guilabel:`Header Name`: In this field, type in `signature` to match the " "field in Odoo." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:83 msgid "Click :guilabel:`Generate Key` to generate a :guilabel:`Header Value`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:84 msgid "Click :guilabel:`Create` to complete this webhook configuration." msgstr "" #: ../../content/applications/sales/sales/gelato.rst-1 msgid "Newly configured webhook in the Gelato platform." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:90 msgid "" "Copy and paste the API key and webhook on a notepad before tabbing out of " "the Gelato webpage as backup." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:94 msgid "Configure Gelato connector in Odoo" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:96 msgid "" "In Odoo, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`, then scroll to the :guilabel:`Connectors` section. Enable the " ":guilabel:`Gelato` connector by ticking the checkbox. Next, paste the newly " "generated API keys and webhook secret key into their respective fields. Once" " saved, Gelato is available in Odoo **Sales** and **eCommerce** products." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:102 msgid "Synchronizing Gelato products with Odoo Sales" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:104 msgid "" "It is recommended to have products already configured in Gelato before " "configuring them in Odoo. To get the product ID in Gelato, navigate to the " ":guilabel:`Templates` page from the side bar menu. Select which product to " "synchronize in Odoo, then hover over the product card to reveal the " ":icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` menu icon. Click the " "menu icon, then click :guilabel:`Copy Template ID` to copy the product " "template ID to the clipboard." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:111 msgid "" "`Start selling products with Gelato: Quick & easy setup " "`_" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:116 msgid "Odoo Sales product" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:118 msgid "" "To create a product in Odoo that matches the Gelato product, navigate to " ":menuselection:`Sales app --> Products --> Products`, select :guilabel:`New`" " to create a new product form. Type in the product :guilabel:`Name`, then " "navigate to the :guilabel:`Sales` tab. Find the :guilabel:`Gelato` section, " "then click into the :guilabel:`Template Reference` field and paste the " "copied template ID from the Gelato product. Finally, click " ":guilabel:`Synchronize`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:124 msgid "" "Successful synchronization pulls the Gelato product variant options into the" " newly configured Odoo product." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:127 msgid "" "In the new :guilabel:`Print Images` field, click the :guilabel:`default` " "marker to set a default product image. Click the :icon:`fa-pencil` " ":guilabel:`(edit)` icon and select the product image file to upload, then " ":guilabel:`Save & Close`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:132 msgid "" "The :guilabel:`Print Images` field *must* be configured on all Gelato " "products and their respective product variations before they can be ordered." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:136 #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "Product variants" msgstr "產品款式變體" #: ../../content/applications/sales/sales/gelato.rst:138 msgid "" "To view and edit the newly synchronized product variants, navigate to the " ":guilabel:`Attributes & Variants` tab, which will have the variants pulled " "from the Gelato product configuration. Click the :guilabel:`Configure` " "button to edit and configure the variant images, delivery methods, " "additional pricing, etc." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:144 msgid "Order a Gelato product from Odoo" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:146 msgid "" "Once synchronized, Gelato products are available to order in Odoo through " ":doc:`sales quotations ` or on the **eCommerce** store. " "Gelato delivery options are automatically synchronized upon API and webhook " "configuration." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:150 msgid "" "To add Gelato delivery, click :guilabel:`Add shipping` on the sales order. " "Select :guilabel:`Standard Delivery` or :guilabel:`Express Delivery` in the " ":guilabel:`Shipping Method` field, then click :guilabel:`Get rate`." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:154 msgid "" "Once the quotation is confirmed, it becomes an active sales order, and the " "order is sent to Gelato for fulfillment. Once a sales order is sent from " "Odoo to Gelato, Gelato processes the order, produces the product at the " "nearest fulfillment center, and ships it directly to the end-customer." msgstr "" #: ../../content/applications/sales/sales/gelato.rst:159 msgid ":doc:`send_quotations/create_quotations`" msgstr "" #: ../../content/applications/sales/sales/gelato.rst:162 msgid "" "When creating a sales order for Gelato products in the database, only Gelato" " products can be added to the same sales order. Multivendor orders are not " "available with the Gelato connector at this time." msgstr "" #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "首期付款" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:5 msgid "" "A down payment is an initial, up-front payment made during the confirmation " "of a sales transaction. Down payments reduce the risk for both parties (the " "seller and the buyer) as they indicate a mutual commitment to complete the " "sales transaction." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:9 msgid "" "With a down payment, the buyer pays a portion of the total amount owed while" " agreeing to pay the remaining amount at a later date. In turn, the seller " "provides goods or services to the buyer upon or after accepting the down " "payment, trusting that the remaining amount will be paid later on." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 msgid "" "In the Odoo **Sales** app, down payments can be customized to fit the needs " "of each individual sales transaction." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:17 msgid "Create invoices" msgstr "建立發票" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:19 msgid "" "When a sales order is confirmed, the option to create an invoice becomes " "available, via the :guilabel:`Create Invoice` button. When clicked, a " ":guilabel:`Create invoice(s)` pop-up appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "Create invoices pop-up form that appears in Odoo Sales." msgstr "在 Odoo 銷售應用程式中顯示的建立發票彈出表單。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:27 msgid "" "Invoices are automatically created as drafts, so they can be reviewed before" " validation." msgstr "發票會自動建立為草稿，因此可在驗證之前，先進行審核。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid "" "On the :guilabel:`Create invoices` pop-up, there are 3 options to choose " "from in the :guilabel:`Create Invoice` field:" msgstr "在 :guilabel:`建立發票` 彈出視窗中，:guilabel:`建立發票` 欄位有 3 個選項可供選擇：" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:32 msgid ":guilabel:`Regular invoice`" msgstr ":guilabel:`一般發票`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:33 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:45 msgid ":guilabel:`Down payment (percentage)`" msgstr ":guilabel:`首期付款（百分比）`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:46 msgid ":guilabel:`Down payment (fixed amount)`" msgstr ":guilabel:`首期付款（固定金額）`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:37 msgid "" "If :guilabel:`Regular Invoice` is selected, the other fields disappear, as " "they only pertain to down payment configurations." msgstr "若選擇 :guilabel:`一般發票`，其他欄位將消失，因為這些欄位只與配置首期付款相關。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:41 msgid "Initial down payment request" msgstr "初次首期付款請求" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:43 msgid "" "On the :guilabel:`Create invoice(s)` pop-up window, the down payment options" " are:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:48 msgid "" "Select the desired down payment option, then designate the desired amount, " "either as a percentage or a fixed amount, in the :guilabel:`Down Payment " "Amount` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:51 msgid "" "Once all fields are filled in, click the :guilabel:`Create Draft` button. " "Upon clicking this button, Odoo reveals the :guilabel:`Customer Invoice " "Draft`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:55 msgid "" "If an :guilabel:`Invalid Operation` error appears, double-check that the " ":doc:`invoicing policy ` is configured correctly. In some " "cases, for example, the invoicing policy is configured to require delivery " "before invoicing." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:59 msgid "" "In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice " "Draft`, the down payment that was just configured in the :guilabel:`Create " "invoices` pop-up form appears as a :guilabel:`Product`." msgstr "" "在 :guilabel:`客戶發票草稿` 的 :guilabel:`發票資料行` 分頁中，剛才在 :guilabel:`建立發票` " "彈出表單中配置的首期付款，會以 :guilabel:`產品` 形式顯示。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:66 msgid "Example: request 50% down payment" msgstr "例子：要求 50% 首期付款" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:69 msgid "" "The following example involves a 50% amount down payment on a product " "(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the " ":guilabel:`Invoicing Policy`." msgstr "" "以下例子假設產品（例如 :guilabel:`有門貯物櫃`）要求支付 50% 的首期付款，而 :guilabel:`發票政策` 設定為 " ":guilabel:`訂購數量`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:0 msgid "Cabinet with doors product form showcasing various details and fields." msgstr "有門貯物櫃產品表單，展示各項細節及欄位。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:77 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:313 #: ../../content/applications/sales/sales/invoicing/expense.rst:255 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 msgid ":doc:`invoicing_policy`" msgstr ":doc:`invoicing_policy`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 msgid "" "First, navigate to :menuselection:`Sales app --> New`, and add a " ":guilabel:`Customer` to the quotation." msgstr "首先，前往 :menuselection:`銷售應用程式 --> 新增`，為報價單加入一名新的 :guilabel:`客戶`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:82 msgid "" "Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, " "and select the :guilabel:`Cabinet with Doors` product." msgstr "" "之後，按一下 :guilabel:`訂單資料行` 分頁中的 :guilabel:`加入產品`，然後選擇 :guilabel:`有門貯物櫃` 產品。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:85 msgid "" "When the order is confirmed (via the :guilabel:`Confirm` button), the " "quotation turns into a sales order. Once this occurs, create and view the " "invoice by clicking :guilabel:`Create Invoice`." msgstr "" "訂單確認時（透過按下 :guilabel:`確認` 按鈕），報價單會轉換為銷售訂單。此情況發生後，你可按一下 " ":guilabel:`建立發票`，建立並查看發票。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Cabinet with doors sales order that's been confirmed in the Odoo Sales " "application." msgstr "已在 Odoo 銷售應用程式中確認的有門貯物櫃銷售訂單。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:92 msgid "" "Next, on the :guilabel:`Create invoices` pop-up window that appears, select " ":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down " "Payment Amount` field." msgstr "" "之後，在出現的 :guilabel:`建立發票` 彈出視窗中，選擇 :guilabel:`首期付款（百分比）`，然後在 " ":guilabel:`首期付款金額` 欄位中，輸入 `50`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:96 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:242 msgid "" "The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are " "*not* required fields, and they will *not* appear if they've already been " "preconfigured in previous down payment requests." msgstr "" ":guilabel:`收入賬戶` 及 :guilabel:`客戶稅項` 欄位都 *並非* 必填。如果先前的首期付款請求已預先配置這些資料，這些欄位便 " "*不會* 出現。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:100 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:246 msgid "" "For more information, check out the documentation on :ref:`customer taxes " "modification on down payments ` and :ref:`income account modification on down payments " "`." msgstr "" "想知更多資訊，請查看有關 :ref:`首期付款客戶稅項修改 ` 及 :ref:`首期付款收入賬戶修改 ` 的使用說明。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:104 msgid "" "Lastly, click :guilabel:`Create Draft Invoice` to create and view the " "invoice draft." msgstr "最後，按一下 :guilabel:`建立草稿發票`，以建立及查看發票草稿。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:106 msgid "" "Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which " "includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice" " Lines` tab." msgstr "" "按下 :guilabel:`建立草稿發票` 後，會顯示該草稿發票，當中包括 :guilabel:`發票資料行` 分頁中顯示為 " ":guilabel:`產品` 的首期付款。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:109 msgid "" "From there, the invoice can be confirmed and posted by clicking " ":guilabel:`Confirm`. Confirming the invoice changes the status from " ":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of " "buttons at the top of the page." msgstr "" "你可在該處按一下 :guilabel:`確認`，以確認並過賬發票。確認發票後，其狀態會由 :guilabel:`草稿` 變為 " ":guilabel:`已過賬`，頁面頂部亦會顯示一系列新按鈕。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "Odoo 銷售應用程式中，提及的首期付款草稿發票範例。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:117 msgid "" "From those buttons, the payment can be registered by clicking " ":guilabel:`Register Payment`." msgstr "其中，按下 :guilabel:`登記付款` 按鈕可將付款登記。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "展示已確認客戶發票上的「登記付款」按鈕。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:123 msgid "" "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-" "populated with the necessary information. Confirm the information provided " "is correct, and make any necessary adjustments. When ready, click the " ":guilabel:`Create Payment` button." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment pop-up window with create payment button." msgstr "展示登記付款彈出視窗，當中有「建立付款」按鈕。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:131 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:269 msgid "" "After clicking :guilabel:`Create Payment`, Odoo reveals the customer " "invoice, now with a green :guilabel:`In Payment` banner in the upper-right " "corner." msgstr "按下 :guilabel:`建立付款` 後，Odoo 會顯示客戶發票，發票右上角現在會有一個綠色的 :guilabel:`付款中` 橫幅。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Customer Invoice with a green In Payment banner located in the upper-right " "corner." msgstr "右上角顯示綠色「付款中」橫幅的客戶發票。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:138 msgid "" "Now, when the customer wants to pay the remaining amount of the order, " "another invoice must be created. To do that, return to the sales order, via " "the breadcrumb links." msgstr "現在，當客戶想要支付訂單的剩餘金額時，必須建立另一張發票。要執行此操作，請透過麵包屑連結，返回銷售訂單。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:141 msgid "" "Back on the sales order, a new :guilabel:`Down Payments` section is present " "in the :guilabel:`Order Lines` tab, along with the down payment that was " "just invoiced and posted." msgstr "" "回到銷售訂單後，:guilabel:`訂單資料行` 分頁會顯示一個新的 :guilabel:`首期付款` 部分，以及剛才已開立發票及過賬的首期付款。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payments section in the order lines tab of a sales order." msgstr "銷售訂單的訂單資料行分頁中，首期付款的部分。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:148 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "之後，按一下 :guilabel:`建立發票` 按鈕。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:150 msgid "" "On the :guilabel:`Create invoices` pop-up window that appears, there are two" " new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`." msgstr "" "在出現的 :guilabel:`建立發票` 彈出視窗中，有兩個新的欄位：:guilabel:`已開立發票` 及 :guilabel:`待開立發票金額`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The deduct down payment option on the create invoices pop up in Odoo Sales." msgstr "Odoo 銷售應用程式中，建立發票彈出視窗內的扣除首期付款選項。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:157 msgid "" "If the remaining amount is ready to be paid, select the :guilabel:`Regular " "Invoice` option. Odoo will create an invoice for the exact amount needed to " "complete the total payment, as indicated in the :guilabel:`Amount to " "invoice` field." msgstr "" "若已準備好支付剩餘金額，請選擇 :guilabel:`一般發票` 選項。Odoo " "會按照完成整項付款所需的剩餘付款金額，建立確切金額的發票，該剩餘付款金額會在 :guilabel:`待開立發票金額` 欄位中顯示。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:161 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "準備好後，按一下 :guilabel:`建立草稿發票`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:163 msgid "" "Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing " "*all* the invoices for that specific sales order in the :guilabel:`Invoice " "Lines` tab. Each invoice line item displays all the necessary information " "related to each invoice." msgstr "" "系統會顯示另一個 :guilabel:`客戶發票草稿` 頁面，在 :guilabel:`發票資料行` 分頁中，列出該銷售訂單的 *全部* " "發票。每個發票資料行項目會顯示與每張發票相關的所有必要資訊。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:167 msgid "" "To complete the flow, click :guilabel:`Confirm`, which changes the status of" " the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click " ":guilabel:`Register Payment`." msgstr "" "要完成流程，請按一下 :guilabel:`確認`，此操作會將發票狀態由 :guilabel:`草稿` 變為 :guilabel:`已過賬`。然後，按 " ":guilabel:`登記付款`。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 msgid "" "Once again, the :guilabel:`Register Payment` appears, with all fields auto-" "populated with the necessary information, including the remaining amount " "left to be paid on the order." msgstr "畫面會再次出現 :guilabel:`登記付款` 彈出表單，當中所有欄位都已自動填入必要資訊，包括訂單待支付的剩餘金額。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second register payment pop-up form in Odoo sales." msgstr "Odoo 銷售應用程式中，第二次出現的登記付款彈出表單。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:177 msgid "" "After confirming that information, click :guilabel:`Create Payment`. Doing " "so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In" " Payment` banner in the upper-right corner. Also, both down payments are " "present in the :guilabel:`Invoice Lines` tab." msgstr "" "確認資料正確後，按一下 :guilabel:`建立付款`。系統會顯示最終的 :guilabel:`客戶發票`，右上角會有一個綠色的 " ":guilabel:`付款中` 橫幅。此外，兩筆首期付款都會在 :guilabel:`發票資料行` 分頁中顯示。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "Odoo 銷售應用程式中，顯示「付款中」橫幅的第二張首期付款發票。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:185 msgid "At this point, the flow is now complete." msgstr "此時，全部流程已完成。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:188 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "就算選用 :guilabel:`固定金額` 首期付款選項，也可依照此流程操作。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:191 msgid "" "If a down payment is used with a product that has a :guilabel:`Delivered " "quantities` invoicing policy, and the cost of the product *exceeds* the 50% " "down payment (as in most cases), a regular invoice is created." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:195 msgid "" "However, for products that cost *less* than the 50% down payment, the down " "payments will **not** be able to be deducted when it comes time to invoice " "the customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:198 msgid "" "This is because the product(s) would have to be delivered *before* creating " "the final invoice due to Odoo not allowing negative totals for invoices." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:201 msgid "" "If nothing has been delivered, a :guilabel:`Credit Note` is created, which " "cancels the draft invoice that was created after the down payment." msgstr "若未交付任何貨品，系統會建立一張 :guilabel:`貸記單`，並會取消在首期付款後建立的草稿發票。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:204 msgid "" "To utilize the :guilabel:`Credit Note` option, the *Inventory* application " "must be installed, in order to confirm the delivery. Otherwise, the " "delivered quantity can be entered manually directly on the sales order." msgstr "" "要運用 :guilabel:`貸記單` 選項，必須先安裝 *庫存* 應用程式，用作確認交貨。否則，可以直接在銷售訂單上，以人手手動輸入已交貨數量。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:211 msgid "Example: request 100% down payment" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:213 msgid "" "The process of requesting a 100% down payment is similar to the process of " "setting up a :ref:`50% down payment `, but with fewer steps." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:217 msgid "" "A 100% down payment is **not** the same as a full payment of the sales " "order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:219 msgid "" "A sales order paid through the regular invoice process will not allow any " "additional invoices to be generated, and **will not** display the *Create " "Invoice* button on the Sales Order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:222 msgid "" "Following this example **will** cause the *Create Invoice* button to be " "displayed on the Sales Order. This is because Odoo expects another invoice " "to be created after the down payment to complete payment of the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:226 msgid "The *Solar Panel Installation* product is being used in this example." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "" "To configure a 100% down payment, begin by navigating to " ":menuselection:`Sales app --> New`, and add a :guilabel:`Customer` to the " "quote." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:231 msgid "" "Next, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, " "and select the `Solar Panel Installation` product." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:234 msgid "" "Upon clicking the :guilabel:`Confirm` button, the quotation turns into a " "sales order. At that point, an invoice can now be created by clicking " ":guilabel:`Create Invoice` in the top-left corner." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:237 msgid "" "On the :guilabel:`Create invoices` pop-up window that appears, select " ":guilabel:`Down payment (percentage)`, and type `100` in the :guilabel:`Down" " Payment Amount` field. Then, if desired, select an :guilabel:`Income " "Account` and :guilabel:`Customer Taxes` in their respective fields." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The Down payment (percentage) option selected with 100% set as the Down " "Payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:254 msgid "" "Next, click :guilabel:`Create Draft Invoice` to create an invoice draft. " "This will also bring the draft invoice into view, which includes the " ":guilabel:`Down payment` as a :guilabel:`Product` in the :guilabel:`Invoice " "Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:258 msgid "" "The invoice can now be confirmed and posted by clicking :guilabel:`Confirm`." " Confirming the invoice changes the status from :guilabel:`Draft` to " ":guilabel:`Posted`. It also reveals a new series of buttons at the top of " "the page." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:262 msgid "" "The payment can be registered by clicking the :guilabel:`Register Payment` " "button." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:264 msgid "" "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-" "populated with the necessary information. Confirm the information provided " "is correct and make any necessary adjustments. When ready, click the " ":guilabel:`Create Payment` button." msgstr "" "按下後，系統會顯示 :guilabel:`登記付款` 彈出表單，該表單會自動填入所需資訊。請確認所提供的資訊正確，必要時作出修改。完成後，按一下 " ":guilabel:`建立付款` 按鈕。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:276 msgid "" "The process is now complete, and the 100% down payment has been successfully" " applied." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:281 msgid "Customer taxes modification on down payments" msgstr "首期付款客戶稅項修改" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:283 msgid "" "To adjust the income account and customer taxes attached to a down payment, " "navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> " "Products --> Products`), search for the `Down Payment` product in the search" " bar, and select it to reveal the product detail page." msgstr "" "若要修改首期付款的收入賬戶及客戶稅項，請前往 :guilabel:`產品` 頁面（:menuselection:`銷售應用程式 --> 產品 --> " "產品`），在搜尋列中搜尋 `首期付款` 產品，然後選擇它，以顯示產品的詳細資訊頁面。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:287 msgid "" "On the :guilabel:`Down Payment` product page, in the :guilabel:`General " "Information` tab, the customer taxes can be modified in the " ":guilabel:`Customer Taxes` field." msgstr "" "在 :guilabel:`首期付款` 產品頁面的 :guilabel:`一般資訊` 分頁中，可以在 :guilabel:`客戶稅項` 欄位修改客戶稅項。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How to modify the income account link to down payments." msgstr "如何修改連結至首期付款的收入賬戶。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:297 msgid "Income account modification on down payments" msgstr "首期付款收入賬戶修改" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:299 msgid "" "To change or adjust the income account attached to the :guilabel:`Down " "Payment` product page, the *Accounting* app **must** be installed." msgstr "若要變更或修改 :guilabel:`首期付款` 產品頁面的收入賬戶，必須先安裝 *會計* 應用程式。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:302 msgid "" "With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes " "available on the product page. That tab will **not** be accessible without " "the *Accounting* app installed." msgstr "" "安裝 *會計* 應用程式後，產品頁面將顯示 :guilabel:`會計` 分頁供使用。若未安裝 *會計* 應用程式，用戶將 **無法** 存取該分頁。" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:305 msgid "" "In the :guilabel:`Accounting` tab, the income account can be changed in the " ":guilabel:`Income Account` field, located in the :guilabel:`Receivables` " "section." msgstr "" "在 :guilabel:`會計` 分頁中，你可在 :guilabel:`應收款項` 部分的 :guilabel:`收入賬戶` 欄位中，更改收入賬戶。" #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "向客戶重新開立開支/費用發票" #: ../../content/applications/sales/sales/invoicing/expense.rst:5 msgid "" "While working on a project for a client, employees often have to spend their" " own money on various expenses related to the project." msgstr "為客戶執行專案工作期間，員工不時需要先自掏腰包，支付與專案相關的各種費用及開支。" #: ../../content/applications/sales/sales/invoicing/expense.rst:8 msgid "" "For example, an employee may need to use their own money to pay for a hotel," " while they provide an on-site service for a client. As a company, this " "expense should be reinvoiced to the customer. With Odoo, these kinds of " "expenses can quickly be reinvoiced to the customer related to the project." msgstr "" "舉例，員工為客戶提供上門服務時，可能需要動用自己的錢，先墊支酒店住宿費用。以公司的角度而言，這筆費用應該向客戶重新開立發票。有了 Odoo " "系統，各項與專案相關的開支及費用，都可快速向客戶重新開立發票。" #: ../../content/applications/sales/sales/invoicing/expense.rst:13 msgid "Expenses application" msgstr "開支應用程式" #: ../../content/applications/sales/sales/invoicing/expense.rst:15 msgid "" "To be able to reinvoice a customer for an expense, the *Expenses* " "application **must** be installed." msgstr "要使用向客戶重新開立開支發票的功能， **必須** 先安裝 *開支* 應用程式。" #: ../../content/applications/sales/sales/invoicing/expense.rst:17 msgid "" "To install the *Expenses* application, navigate to :menuselection:`main Odoo" " dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* " "application block. When clicked, Odoo installs the application, refreshes " "the page, and returns to the main Odoo dashboard." msgstr "" "要安裝 *開支* 應用程式，請前往 :menuselection:`Odoo 主Dashboard --> 應用程式`，然後在 *開支* " "應用程式區塊上，按一下 :guilabel:`安裝`。按下後，Odoo 會安裝該應用程式，重新載入頁面，並返回 Odoo 主Dashboard。" #: ../../content/applications/sales/sales/invoicing/expense.rst:22 msgid "Add expenses to sales orders" msgstr "將開支/費用加入至銷售訂單" #: ../../content/applications/sales/sales/invoicing/expense.rst:24 msgid "" "To begin, have a sales order confirmed in the *Sales* app to which a " "reinvoiced expense can be added. Or, create a new sales order from scratch. " "To do that, navigate to the :menuselection:`Sales app --> New`. Doing so " "reveals a blank quotation form." msgstr "" "首先，在 *銷售* 應用程式中確認銷售訂單，這類訂單可加入重新開立發票的開支。或者，你可從頭開始建立新的銷售訂單。要執行此操作，請前往 " ":menuselection:`銷售應用程式 --> 新增`，系統會顯示一張空白的報價單。" #: ../../content/applications/sales/sales/invoicing/expense.rst:28 msgid "" "Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order " "Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product " "from the drop-down menu." msgstr "" "之後，加入 :guilabel:`客戶`，並按下 :guilabel:`加入產品`，將產品加入至 :guilabel:`訂單資料行` " "分頁。然後，從下拉式選單中選擇產品。" #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "最後，按一下 :guilabel:`確認` 以確認銷售訂單。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "這是已確認的銷售訂單在 Odoo 銷售應用程式中的外觀。" #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "銷售訂單確認後，就要建立開支了。" #: ../../content/applications/sales/sales/invoicing/expense.rst:39 msgid "" "To do that, navigate to the *Expenses* application, by going to " ":menuselection:`main Odoo dashboard --> Expenses`." msgstr "要執行此操作，請前往 :menuselection:`Odoo 主Dashboard --> 開支`，並導航至 *開支* 應用程式。" #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "" "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank" " expenses form." msgstr "之後，在 *開支* Dashboard中，按一下 :guilabel:`新增`，以顯示一張空白的開支表單。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "Odoo 開支應用程式中的空白開支表單。" #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "" "On the expenses form, add a :guilabel:`Description` to easily reference the " "expense." msgstr "在開支表單加入 :guilabel:`描述`，讓你日後可輕易查找這是甚麼費用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:50 msgid "" "Then, in the :guilabel:`Category` field, select one of the following options" " from the drop-down menu:" msgstr "然後，在 :guilabel:`類別` 欄位中，從下拉式選單選擇以下其中一個選項：" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid "" ":guilabel:`Communication`: any form of communication related to a " "project/order." msgstr ":guilabel:`通訊`：與專案項目或訂單相關、任何形式的溝通。" #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid "" ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr ":guilabel:`其他`：不屬於任何其他類別的開支。" #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr ":guilabel:`餐飲`：與專案項目或訂單相關、任何形式的餐飲/餐膳開支。" #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr ":guilabel:`禮品`：與專案項目/訂單相關、任何形式的禮物開支。" #: ../../content/applications/sales/sales/invoicing/expense.rst:57 msgid "" ":guilabel:`Mileage`: any form of mileage (gas) costs related to " "project/order." msgstr ":guilabel:`里程`：與專案項目或訂單相關、任何形式的行程里程（例如汽油）成本。" #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid "" ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs " "related to a project/order." msgstr ":guilabel:`旅遊及住宿`：與專案項目或訂單相關、任何旅程或住宿的費用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:61 msgid "" "New expense categories can be created from an expense form, by clicking the " ":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, " "and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up " "window." msgstr "" "你可在開支表單建立新的開支類別，方法是按一下 :guilabel:`類別` 欄位的下拉式選單，選擇 :guilabel:`查看全部`，然後在 " ":guilabel:`搜尋：類別` 彈出視窗中，按一下 :guilabel:`新增`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Search:Category expenses pop-up window from a blank expenses form in " "Odoo Expenses." msgstr "Odoo 開支應用程式中，空白開支表單的「搜尋：類別」開支彈出視窗。" #: ../../content/applications/sales/sales/invoicing/expense.rst:69 msgid "" "For this sample workflow, which will reinvoice a customer for a brief hotel " "stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& " "ACC] Travel \\& Accommodation`." msgstr "" "在此範例流程中（要為酒店短暫住宿費用，向客戶重新開立發票），此例子的 :guilabel:`類別` 應\n" "為 :guilabel:`[TRANS \\& ACC] 旅遊及住宿`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:73 msgid "" "The following example requires the *Sales*, *Accounting*, and *Expense* apps" " to view/modify all the fields mentioned during the workflow." msgstr "下列範例需要 *銷售* 、 *會計* 及 *開支* 應用程式，以檢視/修改工作流程中提及的所有欄位。" #: ../../content/applications/sales/sales/invoicing/expense.rst:76 msgid "" "Beneath the :guilabel:`Category` field, enter in the amount to be expensed " "in the :guilabel:`Total` field." msgstr "在 :guilabel:`類別` 欄位下方的 :guilabel:`總計` 欄位中，輸入要報銷的開支金額。" #: ../../content/applications/sales/sales/invoicing/expense.rst:79 msgid "" "Next, designate if there are any :guilabel:`Included taxes` in the " ":guilabel:`Total`. If a preconfigured tax amount is selected from the " ":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, " "based on the amount entered in the :guilabel:`Total` field." msgstr "" "之後，設定 :guilabel:`總計` 金額是否 :guilabel:`連稅`。如果 :guilabel:`包括的稅項` " "欄位中選擇了預先配置的稅額，Odoo 會根據 :guilabel:`總計` 欄位中輸入的金額，自動計算稅款金額。" #: ../../content/applications/sales/sales/invoicing/expense.rst:83 msgid "" "Then, choose which :guilabel:`Employee` was responsible for the expense, and" " choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to " "reimburse)` or :guilabel:`Company`." msgstr "" "之後，選擇負責該項開支的 :guilabel:`員工`，並在 :guilabel:`付款者` 欄位中選擇一個選項：:guilabel:`員工（待發還）`" " 或 :guilabel:`公司`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:86 msgid "" "In this case, our employee paid for the hotel with their own money, so the " ":guilabel:`Employee (to reimburse)` option is chosen." msgstr "在這種情況下，我們的員工用了自己的錢支付酒店費用，因此應選擇 :guilabel:`員工（待發還）` 選項。" #: ../../content/applications/sales/sales/invoicing/expense.rst:89 msgid "" "On the right-hand side of the expenses form, the option to add a " ":guilabel:`Bill Reference` is available. Beneath that, the auto-populated " ":guilabel:`Expense Date` and :guilabel:`Account` fields are available." msgstr "" "在開支表單右方，你可選擇加入 :guilabel:`賬單參考`。在該處下方，亦有自動填入的 :guilabel:`開支日期` 及 " ":guilabel:`賬戶` 欄位。" #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "" "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, " "if needed." msgstr "如有需要，可修改 :guilabel:`開支日期` 及 :guilabel:`賬戶` 欄位。" #: ../../content/applications/sales/sales/invoicing/expense.rst:96 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field " "to reveal a drop-down menu. From this drop-down menu, select the appropriate" " sales order to which this expense should be attached. This field **must** " "be filled, in order to reinvoice a customer for an expense." msgstr "" "之後，在 :guilabel:`要重新開立發票的客戶` " "欄位中，按一下空白欄位，以顯示下拉式選單。在此下拉式選單中，選擇此項開支/費用應附加至的適當銷售訂單。要向客戶重新開立開支發票， **必須** " "填寫此欄位。" #: ../../content/applications/sales/sales/invoicing/expense.rst:100 msgid "" "Lastly, the option to modify the :guilabel:`Analytic Distribution` and " ":guilabel:`Company` fields are available. These fields are *not* required to" " complete a reinvoiced expense to a customer, but are available to modify, " "if needed." msgstr "" "最後，可以選擇修改 :guilabel:`分析分佈` 及 :guilabel:`公司` 欄位。向客戶重新開立開支發票時，這些欄位 *並非* " "必須填寫，但可以根據需要進行修改。" #: ../../content/applications/sales/sales/invoicing/expense.rst:104 msgid "" "Also, at the bottom of the expense form, there is a :guilabel:`Notes...` " "section, wherein any notes related to this expense can be added, if needed." msgstr "此外，在開支表格底部，有一個 :guilabel:`備註⋯` 部份。如有需要，可在該處加入與此項費用相關的任何註釋。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "Odoo 開支應用程式中填寫的開支費用表格。" #: ../../content/applications/sales/sales/invoicing/expense.rst:111 msgid "" "At the top of the expense form, there are buttons to :guilabel:`Attach " "Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`." msgstr "在開支表單頂部，有 :guilabel:`附加收據`、:guilabel:`建立報表` 及 :guilabel:`分拆開支` 等按鈕。" #: ../../content/applications/sales/sales/invoicing/expense.rst:114 msgid "" "If there is a physical or digital receipt that should be attached to the " "expense, click :guilabel:`Attach Receipt`." msgstr "如果開支應附有實體或數碼收據，請按一下 :guilabel:`附加收據`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:117 msgid "" "If the cost of this expense needs to be split, click :guilabel:`Split " "Expense`. This feature can be used for a number of reasons (spitting expense" " with another employee, to accommodate different tax rates, etc.)." msgstr "如果需要分拆此費用的成本，請按一下 :guilabel:`分拆開支`。使用此功能的原因可以有很多（與其他員工分擔費用、適應不同的稅率等）。" #: ../../content/applications/sales/sales/invoicing/expense.rst:121 msgid "" "If neither of these options are necessary, click :guilabel:`Create Report` " "to lock in the expense report that was just configured." msgstr "如果這兩個選項都不需要，請按一下 :guilabel:`建立報告`，以鎖定剛剛配置的開支報告。" #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "" "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "這樣做會顯示新費用的 :guilabel:`開支報告摘要`。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "Odoo 開支應用程式中的開支報告摘要。" #: ../../content/applications/sales/sales/invoicing/expense.rst:130 msgid "" "Here, once the details related to the expense have been confirmed, click " ":guilabel:`Submit to Manager`. This sends the expense report to the " "approving manager, who will review the expense." msgstr "在此處，確認與費用相關的詳細資訊後，按一下 :guilabel:`提交給經理`。這會將開支報告傳送給審批經理，讓他審核費用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:133 msgid "" "The manager in charge of reviewing and approving the expense will inspect " "the details related to the expense, and if there are no issues, they will " "click the :guilabel:`Approve` button — which *only* appears on the manager's" " view of the :guilabel:`Expense Report Summary` that's been submitted to the" " manager by the employee." msgstr "" "負責審核和批准費用的經理，將會檢查與費用相關的詳細資料。如果沒有問題，他們將會按下 :guilabel:`批准` 按鈕。該按鈕 *只會* " "員工提交給經理的 :guilabel:`開支報告摘要` 檢視畫面中出現。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary that a manager will approve with an Approve " "button." msgstr "經理將透過「批准」按鈕批准的開支報告摘要。" #: ../../content/applications/sales/sales/invoicing/expense.rst:142 msgid "" "Once approved, the buttons at the top of the :guilabel:`Expense Report " "Summary` change once again. At this point, the buttons at the top of the " ":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, " ":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset" " to Draft`." msgstr "" "如果獲得批准，:guilabel:`開支報告摘要` 頂部的按鈕會再次變更。此時，:guilabel:`開支報告摘要` " "頂部的按鈕會是：:guilabel:`過賬日記賬記項`、:guilabel:`下期工資單才報告`、:guilabel:`拒絕` 及 " ":guilabel:`重設為草稿`。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary with post journal entries button at the top of the" " form." msgstr "開支報告摘要，表格頂部有過賬日記賬記項按鈕。" #: ../../content/applications/sales/sales/invoicing/expense.rst:151 msgid "" "When the manager is satisfied with the :guilabel:`Expense Report Summary`, " "they'll click :guilabel:`Post Journal Entries`." msgstr "若經理滿意 :guilabel:`開支報告摘要`，會按下 :guilabel:`過賬日記賬記項`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:154 msgid "" "Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and " "the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab " "is filled with the sales order that was initially configured to the expense " "in the :guilabel:`Customer to Reinvoice` field." msgstr "" "按下 :guilabel:`過賬日記賬記項` 後，該按鈕會消失，而 :guilabel:`開支` 分頁中的 :guilabel:`分析分配` " "欄位，將會填入最初為 :guilabel:`要重新開立發票的客戶` 欄位中的開支配置的銷售訂單。" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 msgid "" "By default, the :guilabel:`Customer to Reinvoice` field is enabled for the " ":guilabel:`[TRANS & ACC] Travel & Accommodation`, :guilabel:`[COMM] " "Communication`, :guilabel:`[FOOD] Meals`, and :guilabel:`[MIL] Mileage` " "expense category." msgstr "" "預設情況下，:guilabel:`要重新開立發票的客戶` 欄位會為以下費用類別啟用：:guilabel:`[TRANS & ACC] " "旅遊與住宿`、:guilabel:`[COMM] 通訊`、:guilabel:`[FOOD] 餐膳`、:guilabel:`[MIL] 里程`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:163 msgid "" "It should be noted that **not** all of the default expense categories that " "come installed with the *Expenses* application have reinvoicing policies " "activated. The setting may have to be manually activated." msgstr "要留意，隨 *開支* 應用程式安裝的預設費用類別， **並非** 全部都啟動了重新開立發票策略，該設定可能需要手動啟動。" #: ../../content/applications/sales/sales/invoicing/expense.rst:167 msgid "" "To do that, navigate to :menuselection:`Expenses app --> Configuration --> " "Expenses Categories` to view a list of all expense categories in the " "database." msgstr "要執行此操作，請前往 :menuselection:`開支應用程式 --> 配置 --> 開支類別`，以查看資料庫中所有費用類別的清單。" #: ../../content/applications/sales/sales/invoicing/expense.rst:170 msgid "" "Look in the :guilabel:`Re-Invoice Expenses` column to see which selections " "have been made for each expense category." msgstr "查看 :guilabel:`為開支重新開立發票` 直欄，以了解每個費用類別的選擇。" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Re-Invoice Expenses column on the Expense Categories page in the Odoo " "Expenses app." msgstr "Odoo 開支應用程式中，開支類別頁面上的「為開支重新開立發票」直欄。" #: ../../content/applications/sales/sales/invoicing/expense.rst:177 msgid "" "To modify an expense category, click the :icon:`fa-arrow-right` " ":guilabel:`(right arrow)` in the :guilabel:`Category` field, to reveal that " "specific expense from." msgstr "" "要修改費用類別，請按一下 :guilabel:`類別` 欄位中的 :icon:`fa-arrow-right` " ":guilabel:`(右箭嘴)`，以顯示該特定費用的表單。" #: ../../content/applications/sales/sales/invoicing/expense.rst:180 msgid "" "Under the :guilabel:`Invoicing` section, in the :guilabel:`Re-Invoice " "Expenses` field, select either :guilabel:`At cost` or :guilabel:`Sales " "price`." msgstr "" "在 :guilabel:`開立發票` 部分的 :guilabel:`為開支重新開立發票` 欄位中，選擇 :guilabel:`按成本` 或 " ":guilabel:`銷售價格`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Re-Invoice Expenses field on an Expense Category form in the Odoo " "Expenses app." msgstr "Odoo 開支應用程式中，開支類別表單上的「為開支重新開立發票」欄位。" #: ../../content/applications/sales/sales/invoicing/expense.rst:188 msgid "Reinvoice expense" msgstr "為開支重新開立發票" #: ../../content/applications/sales/sales/invoicing/expense.rst:190 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "完成這些步驟後，就可以返回銷售訂單，以完成向客戶重新開立開支發票了。" #: ../../content/applications/sales/sales/invoicing/expense.rst:193 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" "要執行此操作，請前往 :menuselection:`Odoo 主Dashboard --> " "銷售應用程式`，然後選擇應為開支重新開立發票的相應銷售訂單。" #: ../../content/applications/sales/sales/invoicing/expense.rst:196 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " "in, and ready to be invoiced." msgstr "" "在銷售表單上，新配置的費用現在會位於 :guilabel:`訂單資料行` 分頁內，並已填寫了 :guilabel:`已交付` 直欄，準備好開立發票。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A sales order with the configured expense ready to be invoiced in the Order " "Lines tab." msgstr "已配置開支的銷售訂單，已準備好在「訂單資料行」分頁中開立發票。" #: ../../content/applications/sales/sales/invoicing/expense.rst:203 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " "invoices` pop-up window appears." msgstr "確認費用詳情後，按一下銷售訂單頂部的 :guilabel:`建立發票`。按下時，會出現 :guilabel:`建立發票` 彈出視窗。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A create invoices pop-up window that appears when the Create Invoice is " "clicked." msgstr "按下「建立發票」時會出現「建立發票」彈出視窗。" #: ../../content/applications/sales/sales/invoicing/expense.rst:210 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" "在此彈出視窗中，將 :guilabel:`建立發票` 欄位保留為預設的 :guilabel:`一般發票` 選項，然後按一下 " ":guilabel:`建立草稿發票`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:213 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." msgstr "這樣做會顯示 :guilabel:`客戶發票草稿`，並 *只會* 在 :guilabel:`發票資料行` 分頁內顯示費用。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice draft with the expense in the Invoice Lines tab of the " "form." msgstr "客戶發票草稿，其中費用位於表單的發票資料行分頁中。" #: ../../content/applications/sales/sales/invoicing/expense.rst:220 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" "如果與費用相關的所有資訊均正確，請按一下 :guilabel:`確認` 以確認發票。這樣做會將發票的狀態，由 :guilabel:`草稿` 變更為 " ":guilabel:`已過賬`。" #: ../../content/applications/sales/sales/invoicing/expense.rst:223 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " "and PDF invoice in the body of the message. The message can be reviewed and " "modified, if needed." msgstr "" "若要將發票傳送給客戶，請按一下 :guilabel:`傳送並列印`。這樣做會顯示一個 :guilabel:`傳送` " "彈出視窗，其中包含預先配置的訊息，以及在訊息正文中包括 PDF 發票。如有需要，你可核實和修改訊息內容。" #: ../../content/applications/sales/sales/invoicing/expense.rst:227 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " "message/invoice to the customer. Additionally, a PDF of the invoice is " "automatically downloaded for record-keeping and/or printing purposes." msgstr "" "準備好後，按一下 :guilabel:`傳送並列印`，將發票傳送給客戶。按下後，彈出視窗會消失，而 Odoo " "會將訊息/發票發送給客戶。此外，系統也會自動下載 PDF 格式的發票，供保存記錄及/或列印之用。" #: ../../content/applications/sales/sales/invoicing/expense.rst:231 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." msgstr "在 :guilabel:`客戶發票` 上，當客戶支付發票費用時，請按一下 :guilabel:`登記付款` 按鈕。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "客戶發票上有可供點按的登記付款按鈕" #: ../../content/applications/sales/sales/invoicing/expense.rst:238 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " "auto-populated with the correct information. After reviewing the " "information, click :guilabel:`Create Payment`." msgstr "" "按下 :guilabel:`登記付款` 時，會出現 :guilabel:`登記付款` " "彈出視窗。在此彈出視窗中，必要的欄位會自動填入正確的資訊。檢查資訊後，請按一下 :guilabel:`建立付款`。" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "Odoo 銷售應用程式中，客戶發票上的登記付款彈出視窗。" #: ../../content/applications/sales/sales/invoicing/expense.rst:246 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " "the invoice, signifying this invoice is paid for in full. Thus, completing " "the workflow." msgstr "" "按下 :guilabel:`建立付款` 後，彈出視窗會消失，發票右上角會出現綠色的 :guilabel:`已付款` " "橫幅，表示發票已全額付款。至此，整個工作流程完成。" #: ../../content/applications/sales/sales/invoicing/expense.rst:256 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`time_materials`" #: ../../content/applications/sales/sales/invoicing/expense.rst:257 msgid ":doc:`milestone`" msgstr ":doc:`milestone`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "根據已交付或已訂購數量開立發票" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "不同公司的不同商業政策，可能需要不同的開立發票選項：" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7 msgid "" "The *Invoice what is ordered* rule is used as the default mode in Odoo " "*Sales*, which means customers are invoiced once the sales order is " "confirmed." msgstr "在 Odoo **銷售** 應用程式中，預設模式是使用「 *按訂購數量開立發票* 」規則，意思是銷售訂單一經確認後，就會向客戶開立發票。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9 msgid "" "The *Invoice what is delivered* rule invoices customers once the delivery is" " done. This rule is often used for businesses that sell materials, liquids, " "or food in large quantities. In these cases, the ordered quantity may differ" " slightly from the delivered quantity, making it preferable to invoice the " "quantity actually delivered." msgstr "" "至於「 *按交付數量開立發票* " "」規則，會在完成交付後，才向客戶開立發票。此規則通常是由大量銷售材料、液體或食品的企業採用。在這些情況下，訂購數量可能會與交付數量略有不同，因此最好按實際交付數量開立發票。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "能夠有不同的發票選項，為不同企業提供更大靈活性。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "發票政策功能" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19 msgid "" "To activate the necessary invoicing policy features, go to " ":menuselection:`Sales app --> Configuration --> Settings`, and under the " ":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: " ":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is " "delivered`." msgstr "" "要啟動必要的開立發票政策功能，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，然後在 " ":guilabel:`開立發票` 標題下，選擇一項 :guilabel:`發票政策` 規則：:guilabel:`按訂購數量開立發票` 或 " ":guilabel:`按交付數量開立發票`。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "在 Odoo 銷售應用程式中選擇發票政策。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29 msgid "" "If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** " "possible to activate the :guilabel:`Automatic Invoice` feature, which " "automatically generates invoices when an online payment is confirmed." msgstr "" "請注意，若選用 :guilabel:`按交付數量開立發票` 規則，便 **無法** 啟動 :guilabel:`自動發票` " "功能，因為該功能是在確認線上付款時自動產生發票的。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "產品表單的發票政策" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36 msgid "" "On any product page, via the :menuselection:`Sales app --> Products --> " "Products dashboard`, locate the :guilabel:`Invoicing Policy` option located " "under the :guilabel:`General Information` tab. It can be changed manually " "using the drop-down menu." msgstr "" "在任何產品頁面上，你可在 :menuselection:`銷售應用程式 --> 產品 --> 產品Dashboard` 的 " ":guilabel:`一般資訊` 分頁下，找到 :guilabel:`發票政策` 選項。你可使用下拉式選單手動更改它。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "如何在 Odoo 銷售應用程式的產品表單上，更改發票政策。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "對銷售流程的影響" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47 msgid "" "In Odoo *Sales*, the basic sales flow starts with the creation of a " "quotation. Then, that quotation is sent to a customer. Next, it needs to be " "confirmed, which turns the quotation into a sales order. This, in turn, " "creates an invoice." msgstr "" "在 Odoo *銷售* " "應用程式中，基本銷售流程是從建立報價單開始。然後，報價單會發送給客戶。之後，客戶需要確認報價單，此操作會將報價單轉換為銷售訂單。經歷這一輪程序後，會建立了一張發票。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51 msgid "" "The following is a breakdown of how invoicing policy rules impact the " "aforementioned sales flow:" msgstr "下文解說發票政策規則會如何影響上述銷售流程：" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53 msgid "" ":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An " "invoice is created as soon as a sale is confirmed." msgstr ":guilabel:`按訂購數量開立發票`：對基本銷售流程沒有影響。銷售一經確認，就會建立發票。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55 msgid "" ":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because " "the delivered quantity needs to be manually entered on the sales order. Or, " "the *Inventory* app can be installed and used to confirm the delivered " "quantity before creating an invoice with the *Sales* app." msgstr "" ":guilabel:`按交付數量開立發票`：對銷售流程影響輕微，因為最終交貨數量，需要以人手在銷售訂單上手動輸入。或者，可考慮安裝 *庫存* " "應用程式，以便在 *銷售* 應用程式建立發票之前，透過庫存操作確認交付數量。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60 msgid "" "If a user attempts to create an invoice without validating the delivered " "quantity, the following error message appears: :guilabel:`There is no " "invoiceable line. If a product has a Delivered quantities invoicing policy, " "please make sure that a quantity has been delivered.`" msgstr "" "若未驗證交付數量便嘗試建立發票，系統會出現以下錯誤訊息：:guilabel:`沒有可開立發票的資料行。如果產品使用交付數量發票政策，請確保已有交付數量。`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "選用「交付數量」發票政策時，請確保已有交付數量。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69 msgid "" "Once a quotation is confirmed, and the status changes from " ":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and " "invoiced quantities are available to view, directly from the sales order. " "This is true for both invoicing policy rule options." msgstr "" "確認報價單、報價單狀態由 :guilabel:`報價已傳送` 更改為 :guilabel:`銷售訂單` " "後，即可直接在銷售訂單內查看已交付及已開立發票的數量。不論選用哪種發票政策規則，都是如此。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "如何在 Odoo 銷售應用程式中查看已交付及已開立發票的數量。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77 msgid "" "Odoo automatically adds the quantities to the invoice, both " ":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial " "delivery, when the quotation is confirmed." msgstr "" "報價單獲確認時，Odoo 會自動將數量加入至發票中，包括 :guilabel:`已交付` 及 :guilabel:`已開立發票` " "的數量，即使只執行了部份交付。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80 msgid "" "Finally, there are a few different options to create an invoice: " ":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or " ":guilabel:`Down payment (fixed amount)`." msgstr "" "最後，建立發票時有幾種不同的選項可用：包括 :guilabel:`一般發票`、:guilabel:`首期付款（百分比）` 以及 " ":guilabel:`首期付款（固定金額）`。" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84 msgid "" "Be sure to check out the documentation explaining down payment options to " "learn more: :doc:`/applications/sales/sales/invoicing/down_payment`" msgstr "" "請參閱首期付款選項的使用說明，以了解更多詳情：:doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "按專案里程碑開立發票" #: ../../content/applications/sales/sales/invoicing/milestone.rst:5 msgid "" "Invoicing based on project milestones can be used for expensive or large-" "scale projects. The series of milestones in a project represent a clear " "sequence of work that will inevitably result in the completion of a project " "and/or contract." msgstr "" "基於已達成的專案里程碑去開立發票的方法，可用於昂貴或大規模的專案項目。專案內的一系列里程碑，代表明確的工作順序，確保專案及/或合約能夠完成。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:9 msgid "" "This method of invoicing ensures the company gets a consistent flow of money" " throughout the lifetime of the project. Customers can closely monitor every" " phase of the project's development as it happens, in addition to paying a " "large bill in several installments, instead of all at once." msgstr "" "這種開立發票方法，可確保公司在專案歷時的整個生命周期內，獲得穩定的資金流。客戶除了可分期支付大額賬單（而不是一次過支付）之外，還可藉此密切監控專案的每個進展階段。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "建立里程碑產品" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "" "In Odoo, each milestone of a project is considered as an individual product." msgstr "在 Odoo 中，專案的每個里程碑，都被視為單獨的「產品」。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:18 msgid "" "To create and/or configure products to work like this, first navigate to " ":menuselection:`Sales app --> Products --> Products`. Then, click on a " "product, or create a new one by clicking :guilabel:`New`." msgstr "" "要建立及/或將產品設定至這樣運作，請先前往 :menuselection:`銷售應用程式 --> 產品 --> 產品`。然後，按一下某項產品，或按 " ":guilabel:`新增` 建立新產品。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:22 msgid "" "The option to invoice based on milestones is only available for certain " "product types." msgstr "按里程碑開立發票的選項，只限部份產品類型可用。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:24 msgid "" "On the product form, under the :guilabel:`General Information` tab, the " ":guilabel:`Product Type` field *must* be set on any of the following " "options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event " "Booth`, or :guilabel:`Course`." msgstr "" "在產品表單的 :guilabel:`一般資訊` 分頁下，:guilabel:`產品類型` 欄位 **必須** " "設為以下任何一項：:guilabel:`服務`、:guilabel:`活動門票`、:guilabel:`活動展位` 或 :guilabel:`課程`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoicing policy field drop-down menu with options on product form." msgstr "發票政策欄位的下拉式選單，當中包括產品表單的選項。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:32 msgid "" "With any of those :guilabel:`Product Type` options selected, choose " ":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-" "down menu." msgstr "" "選擇任何 :guilabel:`產品類型` 選項後，在 :guilabel:`發票政策` 下拉式選單中，選擇 :guilabel:`基於里程碑`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:39 msgid "Beneath that is the :guilabel:`Create on Order` field." msgstr "該選項的下方是 :guilabel:`按訂單建立` 欄位。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:41 msgid "" "To ensure workflows are as seamless as possible, it is recommended that an " "option in the :guilabel:`Create on Order` field is selected." msgstr "為確保工作流程盡可能無縫流暢，建議在 :guilabel:`按訂單建立` 欄位中選擇選項。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:45 msgid "" "Leaving it on the default :guilabel:`Nothing` option won't negatively affect" " the desired workflow. However, a project *must* then be created directly " "from a sales order form with that specific product. Once a project is " "created *then* milestones and tasks can be created and configured." msgstr "" "若保留為預設的 :guilabel:`不使用` 選項，不會對所需的工作流程產生負面影響。但是，之後便 *必須* " "在包含該特定產品的銷售訂單表單內，直接建立專案項目。建立專案 *之後* ，才可建立及配置里程碑和任務。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:50 msgid "" "When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` " "is clicked, a drop-down menu is revealed with the following options:" msgstr "在 :guilabel:`按訂單建立` 欄位按下預設選項 :guilabel:`不使用` 時，系統會顯示一個下拉式選單，當中包含以下選項：" #: ../../content/applications/sales/sales/invoicing/milestone.rst:53 msgid "" ":guilabel:`Task`: Odoo creates a task related to this milestone product in " "the *Projects* app when this specific product is ordered." msgstr ":guilabel:`任務`：當訂購此特定產品時，Odoo 會在 *專案管理* 應用程式中，建立與此里程碑產品相關的任務。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:55 msgid "" ":guilabel:`Project \\& Task`: Odoo creates a project and task related to " "this milestone product in the *Projects* app when this specific product is " "ordered." msgstr ":guilabel:`專案及任務`：當訂購此特定產品時，Odoo 會在 *專案管理* 應用程式中，建立與此里程碑產品相關的專案及任務。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:57 msgid "" ":guilabel:`Project`: Odoo creates a project related to this milestone " "product in the *Projects* app when this specific product is ordered." msgstr ":guilabel:`專案`：當訂購此特定產品時，Odoo 會在 *專案管理* 應用程式中，建立與此里程碑產品相關的專案。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:60 msgid "" "When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In " "this field, select to which existing project in the *Projects* app this " "created task should be connected." msgstr "" "選取 :guilabel:`任務` 時，系統會顯示 :guilabel:`專案` 欄位。在此欄位中，為這項新建立的任務選擇應該連結至 *專案管理* " "應用程式中的哪個現有專案項目。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project field appears when the Task option is selected in Create on " "Order field." msgstr "「按訂單建立」欄位選取了「任務」選項時，會出現「專案」欄位。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:67 msgid "" "When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two " "new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace " "Template`." msgstr "" "選擇 :guilabel:`專案及任務` 或 :guilabel:`專案` 時，系統會顯示兩個新欄位：:guilabel:`專案範本` 及 " ":guilabel:`工作區範本`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project template and workspace template fields that appear on milestone " "product." msgstr "顯示在里程碑產品上的專案範本及工作區範本欄位。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:74 msgid "" "The :guilabel:`Project Template` field provides template options to use for " "the project that will be created when this specific product is ordered." msgstr ":guilabel:`專案範本` 欄位提供範本選項，供訂購此特定產品時建立的專案使用。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:77 msgid "" "The :guilabel:`Workspace Template` field provides template options to use " "for the workspace (for the *Documents* app, not the *Projects* app) that " "will be automatically generated for the project when this specific product " "is ordered." msgstr "" ":guilabel:`工作區範本` 欄位亦提供範本選項，供工作區使用（適用於 *文件管理* 應用程式，而非 *專案管理* " "應用程式）。訂購此特定產品時，系統會自動為專案產生該工作區。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:82 msgid "" "For organizational purposes, click the :guilabel:`Sales` tab on the product " "form, and enter a custom 'Milestone' related descriptor in the " ":guilabel:`Sales Description` field. This information appears in the " ":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the " "sales order." msgstr "" "要進行整理，請按一下產品表單上的 :guilabel:`銷售` 分頁，然後在 :guilabel:`銷售描述` " "欄位輸入自訂的「里程碑」相關描述符。此資訊會在銷售訂單的 :guilabel:`訂單資料行` 分頁的 :guilabel:`描述` 欄位中顯示。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:87 msgid "" "Or, directly edit/modify the :guilabel:`Description` field on the " ":guilabel:`Order Lines` tab of the sales order." msgstr "或者，直接編輯/修改銷售訂單的 :guilabel:`訂單資料行` 分頁上的 :guilabel:`描述` 欄位。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:90 msgid "This is *not* a requirement." msgstr "這 *並非* 必須操作。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "為里程碑開立發票" #: ../../content/applications/sales/sales/invoicing/milestone.rst:96 msgid "" "The following flow features a trio of milestone products that have " ":guilabel:`Service` set as their :guilabel:`Product Type`, and " ":guilabel:`Task` set on their :guilabel:`Create on Order` field." msgstr "" "以下流程以三項里程碑產品為例。這些產品的 :guilabel:`產品類型` 已設為 :guilabel:`服務`，而 :guilabel:`按訂單建立`" " 欄位選擇了 :guilabel:`任務`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:0 msgid "" "Product with Service \"Product Type\" and \"Task\" in the Create on Order " "field on form." msgstr "表單上「按訂單建立」欄位選擇了「任務」、產品類型為「服務」的產品。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:104 msgid "" "Those tasks are then attached to a pre-existing :guilabel:`Project`, which, " "in this case, is titled, :guilabel:`Rebranding Projects`." msgstr "之後，該些任務會附加至現存的 :guilabel:`專案` 項目。在本例中，該專案項目的標題為 :guilabel:`品牌重塑計劃`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:107 msgid "" "To invoice milestones, create a sales order with the milestone product(s). " "To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a " "blank quotation form." msgstr "" "若要為里程碑開立發票，請使用里程碑產品，建立銷售訂單。要執行此操作，請前往 :menuselection:`銷售應用程式 --> " "新增`。系統會顯示一張空白的報價單。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:110 msgid "" "From this quotation form, add a :guilabel:`Customer`. Then, click " ":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the " "milestone product(s) to the :guilabel:`Order Lines` tab." msgstr "" "在此報價單中，加入所需的 :guilabel:`客戶`，然後按一下 :guilabel:`訂單資料行` 分頁中的 " ":guilabel:`加入產品`。之後，將里程碑產品加入至 :guilabel:`訂單資料行` 分頁。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:113 msgid "" "Once the corresponding milestone product(s) have been added, click " ":guilabel:`Confirm` to confirm the order, which turns the quotation into a " "sales order." msgstr "加入相應的里程碑產品後，按一下 :guilabel:`確認` 以確認訂單。此操作會將報價單轉換為銷售訂單。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:116 msgid "" "When the order is confirmed, new smart buttons appear at the top of the " "sales order based on what was selected in the :guilabel:`Create on Order` " "field on the product form." msgstr "確認訂單後，根據產品表單的 :guilabel:`按訂單建立` 欄位選取了的項目，銷售訂單頂部會顯示一系列新的智慧按鈕。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:119 msgid "" "From the sales order, click the :guilabel:`Milestones` smart button. Doing " "so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add" " milestones." msgstr "" "在銷售訂單中，按一下 :guilabel:`里程碑` 智慧按鈕。系統會顯示一個空白的 :guilabel:`里程碑` 頁面。按一下 " ":guilabel:`新增` 以加入里程碑。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "Adding milestones to a sales order with milestone products." msgstr "將里程碑加入至具有里程碑產品的銷售訂單。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:126 msgid "" "Enter a :guilabel:`Name` for the milestone. Next, apply it to the " "corresponding :guilabel:`Sales Order Item`. Lastly, assign a " ":guilabel:`Deadline` to the milestone, if desired." msgstr "" "為里程碑輸入一個 :guilabel:`名稱`。之後，將其套用至相應的 :guilabel:`銷售訂單項目`。最後，如有需要，可以為里程碑指定一個 " ":guilabel:`截止日期`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:129 msgid "Repeat that process for all milestone sales order items." msgstr "其後，你可對所有里程碑銷售訂單項目，重複上述流程。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:131 msgid "" "Then, return to the sales order, via the breadcrumbs. From the sales order, " "click the :guilabel:`Tasks` smart button. Doing so reveals a " ":guilabel:`Tasks` page with a task for each sales order item with that " "option designated in the :guilabel:`Create on Order` field." msgstr "" "之後，使用麵包屑返回銷售訂單。在銷售訂單中，按一下 :guilabel:`任務` 智慧按鈕。系統會顯示 :guilabel:`任務` " "頁面，當中包含每個銷售訂單項目的任務，並在 :guilabel:`按訂單建立` 欄位中指定該選項。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "Sample tasks page accessed via the smart button from a sales order with " "milestone products." msgstr "在具有里程碑產品的銷售訂單中，透過智慧按鈕存取範例任務頁面。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:139 msgid "" "To manually assign a configured milestone to a task, click the desired task," " which reveals the task form. On the task form, select the appropriate " "milestone to which this task should be connected, in the " ":guilabel:`Milestone` field." msgstr "" "若要手動將已配置的里程碑指派給任務，請按一下所需的任務，系統會顯示任務表單。在任務表單上的 :guilabel:`里程碑` " "欄位中，選擇該任務應連結的適當里程碑。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The milestone field on the task form when dealing with milestone products in" " Odoo Sales." msgstr "在 Odoo 銷售應用程式中，處理里程碑產品時在任務表單上的里程碑欄位。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:147 msgid "Repeat this process for all milestone tasks." msgstr "為所有里程碑任務重複此程序。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:149 msgid "" "With those tasks properly configured, employees log in their progress as " "they work on the task, in addition to adding any notes related to the task." msgstr "正確配置該些任務後，員工除了可加入與任務相關的任何備註外，還可在執行任務期間記錄進度。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:152 msgid "" "Then, when that task is complete, that means that milestone has been " "reached. At that point, it is time to invoice that milestone." msgstr "然後，當任務完成時，表示里程碑已經達到，屆時便是時候為這項里程碑開立發票了。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:155 msgid "" "To invoice a milestone, first return to the sales order — either via the " "breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders " "--> Orders` and picking the appropriate sales order." msgstr "" "要為里程碑開立發票，請先返回銷售訂單：可透過麵包屑連結，或前往 :menuselection:`銷售應用程式 --> 訂單 --> " "訂單`，然後選擇適當的銷售訂單。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:159 msgid "" "Back on the sales order form, click the :guilabel:`Milestones` smart button," " and check the box in the :guilabel:`Reached` column for that particular " "task." msgstr "返回銷售訂單表單後，按一下 :guilabel:`里程碑` 智慧按鈕，然後為該項任務，勾選 :guilabel:`已達成` 直欄的方格。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "What it looks like to mark a milestone as reached via the milestone smart " "button." msgstr "使用里程碑智慧按鈕標記里程碑的情況。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:166 msgid "" "Next, return to the sales order — either by clicking :guilabel:`View Sales " "Order` on the :guilabel:`Milestones` page, or via the breadcrumb links." msgstr "之後，返回銷售訂單：可按一下 :guilabel:`里程碑` 頁面上的 :guilabel:`查看銷售訂單`，或透過麵包屑連結返回。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:169 msgid "" "Back on the sales order, the line item for the milestone that's been reached" " has its :guilabel:`Delivered` column filled. That's because the milestone " "has been reached, and therefore delivered." msgstr "回到銷售訂單後，已達成的里程碑的資料行項目，其 :guilabel:`已交付` 直欄會已經填寫。那是因為里程碑已經達到，即已經交付。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A milestone product that's been reached marked as delivered on the sales " "order in Odoo." msgstr "已達成的里程碑產品，在 Odoo 中的銷售訂單上標記為已交付。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:177 msgid "" "Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals " "a :guilabel:`Create invoices` pop-up window." msgstr "按一下左上角的 :guilabel:`建立發票`。系統會顯示 :guilabel:`建立發票` 彈出視窗。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The create invoices pop-up window that appears when create invoice button is" " clicked." msgstr "按下建立發票按鈕時，會出現建立發票彈出視窗。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:184 msgid "" "On the :guilabel:`Create invoices` pop-up window, leave the " ":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`" " selection, and click the :guilabel:`Create Draft Invoice` button." msgstr "" "在 :guilabel:`建立發票` 彈出視窗中，將 :guilabel:`建立發票` 選項保留為預設的 :guilabel:`一般發票` " "選項，然後按一下 :guilabel:`建立草稿發票` 按鈕。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:188 msgid "" "Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the " ":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in" " the :guilabel:`Invoice Lines` tab." msgstr "" "按下 :guilabel:`建立草稿發票` 後，Odoo 會顯示 :guilabel:`客戶發票草稿`，當中在 :guilabel:`發票資料行` " "分頁中， *只會* 顯示已達成的里程碑。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A customer invoice draft showing only the milestone product that's been " "reached." msgstr "客戶發票草稿，當中只顯示已達成的里程碑產品。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:195 msgid "" "From this invoice page, click the :guilabel:`Confirm` button to confirm the " "invoice. Then, when the customer has paid for this milestone, click " ":guilabel:`Register Payment`." msgstr "" "在此發票頁面中，按一下 :guilabel:`確認` 按鈕，以確認發票。然後，當客戶為該里程碑支付費用後，按一下 :guilabel:`登記付款`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:198 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears." msgstr "按下 :guilabel:`登記付款` 時，系統會顯示 :guilabel:`登記付款` 彈出視窗。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Register Payment pop-up window that appears when Register Payment is " "clicked." msgstr "按下「登記付款」時出現的「登記付款」彈出視窗。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:204 msgid "" "On this pop-up window, confirm the accuracy of the auto-populated fields, " "then click :guilabel:`Create Payment`." msgstr "在此彈出視窗中，確認自動填入欄位的資料是否準確，然後按一下 :guilabel:`建立付款`。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:207 msgid "" "When clicked, the pop-up window disappears, and Odoo returns to the invoice " "for that milestone, which now has a green :guilabel:`In Payment` banner in " "the upper-right corner. This banner signifies the invoice has been paid." msgstr "" "按下後，彈出視窗會消失，Odoo 會返回該里程碑的發票。發票右上角現在會有一個綠色的 :guilabel:`付款中` 橫幅，此橫幅表示發票已付款。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "An invoice with a milestone product that has been paid with an In Payment " "banner." msgstr "已付款、顯示「付款中」橫幅的具有里程碑產品的發票。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:215 msgid "" "Then, return to the sales order, via the breadcrumb links. Back on the sales" " order, in the :guilabel:`Order Lines` tab, the reached milestone that's " "been invoiced and paid for, now has its :guilabel:`Invoiced` column filled." msgstr "" "然後，透過麵包屑連結返回銷售訂單。回到銷售訂單後，在 :guilabel:`訂單資料行` 分頁中，已開立發票及收到付款的已達成里程碑，其 " ":guilabel:`已開立發票` 直欄現在會已填寫。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Invoiced column of a milestone product that's been paid for is filled." msgstr "已付款的里程碑產品，其「已開立發票」直欄已經填寫。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:223 msgid "" "There is also a new :guilabel:`Invoices` smart button at the top of the " "sales order. Clicking that reveals all the invoices that are connected to " "this sales order." msgstr "銷售訂單頂部還有一個新的 :guilabel:`發票` 智慧按鈕。按下該按鈕會顯示與此銷售訂單相關的所有發票。" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoices smart button that appears at the top of a sales order with " "milestones." msgstr "在具有里程碑的銷售訂單頂部顯示的發票智慧按鈕。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:230 msgid "" "Simply repeat the above process for each milestone as it is worked on, and " "subsequently, completed." msgstr "其他里程碑在處理及之後完成時，只需重複上述過程即可。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:232 msgid "" "Continue that process until the entire project has been completed, each " "milestone has been invoiced, and the entire order has been paid for in full." msgstr "你之後可繼續該過程，直至整個專案項目完成、所有里程碑都已開立發票，而且整張訂單已全額清付。" #: ../../content/applications/sales/sales/invoicing/milestone.rst:237 msgid ":doc:`proforma`" msgstr ":doc:`proforma`" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "形式發票" #: ../../content/applications/sales/sales/invoicing/proforma.rst:5 msgid "" "A *pro-forma invoice* is an abridged or estimated invoice sent in advance of" " a delivery of goods. It notes the kind and quantity of goods, their value, " "and other important information, such as weight and transportation charges." msgstr "**形式發票** 是在交付貨物之前發送，內容縮略或屬估計的發票。它會註明貨物的種類、數量、價值，以及其他重要資訊，例如重量及運輸費用。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:9 msgid "" "Pro-forma invoices are commonly used as preliminary invoices with a " "quotation. They are also used during importation for customs purposes. They " "differ from a normal invoice, in that they are *not* a demand (or request) " "for payment." msgstr "" "形式發票通常用作提供報價的初步發票，也會在進口過程中，用於海關清關用途。它們與普通發票不同，因為它們 **不是** 一種付款要求（或請求）。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:16 msgid "" "In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature " "**must** be activated." msgstr "要使用形式發票， **必須** 先啟動 *形式發票* 功能。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:18 msgid "" "To enable this feature, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` " "section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, " "click :guilabel:`Save` to save all changes." msgstr "" "要啟用此功能，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，然後在 :guilabel:`報價單及訂單` " "部分中，按一下 :guilabel:`形式發票` 旁的勾選方格。然後，按一下 :guilabel:`儲存` 以儲存所有變更。" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "Odoo 銷售應用程式中的形式發票功能設定。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:27 msgid "Send pro-forma invoice" msgstr "傳送形式發票" #: ../../content/applications/sales/sales/invoicing/proforma.rst:29 msgid "" "With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send" " a pro-forma invoice is now available on any quotation or sales order, via " "the :guilabel:`Send Pro-Forma Invoice` button." msgstr "" "啟動 :guilabel:`形式發票` 功能後，現在可透過 :guilabel:`發送形式發票` " "按鈕，在任何報價單或銷售訂單上，使用發送形式發票的選項。" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "Odoo 銷售應用程式中，典型銷售訂單上的「發送形式發票」按鈕。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:37 msgid "" "Pro-forma invoices can **not** be sent for a sales order or quotation if an " "invoice for a down payment has already been sent, or for a recurring " "subscription." msgstr "定期訂購計劃及已發送首期付款發票的訂購， **不可** 再就銷售訂單或報價單發送形式發票。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** " "appear." msgstr "如屬上述其中一種情況，系統 **不會** 顯示 :guilabel:`發送形式發票` 按鈕。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:42 msgid "" "However, pro-forma invoices **can** be sent for services, event " "registrations, courses, and/or new subscriptions. Pro-forma invoices are not" " limited to physical, consumable, or storable goods." msgstr "但是，你仍 **可以** 針對服務、活動註冊、課程及/或新的定期訂購計劃，發送形式發票。形式發票並非只限於實體貨品、消耗品或可儲存商品。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:45 msgid "" "When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up " "window appears, from which an email can be sent." msgstr "按下 :guilabel:`發送形式發票` 按鈕時，系統會顯示一個彈出視窗，該處可發送電子郵件。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:48 msgid "" "In the pop-up window, the :guilabel:`Recipients` field is auto-populated " "with the customer from the sales order or quotation. The :guilabel:`Subject`" " field and the body of the email can be modified, if necessary." msgstr "" "在該彈出視窗中，:guilabel:`收件者` 欄位會預先自動填入銷售訂單或報價單的客戶。如有需要，你可修改電子郵件的 :guilabel:`主題` " "欄位及正文內容。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "" "The pro-forma invoice is automatically added as an attachment to the email." msgstr "形式發票將以電郵附件方式，自動附加至郵件。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:54 msgid "" "When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with" " the attached pro-forma invoice, to the customer." msgstr "準備好後，按一下 :guilabel:`傳送`，Odoo 會立即將附有形式發票的電子郵件傳送給客戶。" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The email pop-up window that appears with pro-forma invoice attached in Odoo" " Sales." msgstr "Odoo 銷售應用程式中顯示的電子郵件彈出視窗，當有附有形式發票附件。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:62 msgid "" "To preview what the pro-forma invoice looks like, click on the PDF at the " "bottom of the email pop-up window *before* clicking :guilabel:`Send`. When " "clicked, the pro-forma invoice is downloaded instantly. Open that PDF to " "view (and review) the pro-forma invoice." msgstr "" "若要預覽形式發票的外觀，請按一下電子郵件彈出視窗底部的 PDF， *之後才* 按 " ":guilabel:`傳送`。按下後，系統會立即下載形式發票。你可開啟該 PDF 以查看（並審核）形式發票。" #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "Odoo 銷售應用程式中的形式發票 PDF 範例。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "根據工時及用料開立發票" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:5 msgid "" "Invoicing based on time and/or materials is typically used when accurately " "estimating the size of a project isn't possible, or when the requirements of" " a project may change." msgstr "基於工作時間及/或所用材料開立的發票，通常會用於無法準確估計規模的專案，或專案要求可能會有變化的情況。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:8 msgid "" "This is different from a fixed-price contract, when a customer agrees to pay" " a specified total for the fulfillment of the contract---no matter what " "needs to be paid to the employees, sub-contractors, vendors, suppliers, and " "so on." msgstr "" "這種做法與固定價格合約不同。在固定價格合約中，客戶同意支付一個指定的總金額，換取供應商履行合約。無論供應商需要向員工、分包商、其他供應商等支付多少費用，客戶支付的總額都不變。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:12 msgid "" "The Odoo *Sales* app can invoice for time and various other expenses (e.g. " "transport, lodging), as well as purchases needed to fulfill an order." msgstr "在 Odoo *銷售* 應用程式中，你可針對工時及各種其他費用（例如交通、住宿等），以及履行訂單所需的採購開支，向客戶開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "應用程式及設定配置" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:18 msgid "" "First, in order to accurately keep track of the progress of a project, the " "Odoo *Project* and *Accounting* apps **must** be installed." msgstr "首先，為了準確追蹤專案進度，須安裝 Odoo *專案管理* 及 *會計* 應用程式。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:21 msgid "" "To install the *Project* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Project` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " "*Project* app is now available to access." msgstr "" "要安裝 *專案管理* 應用程式，請前往 :menuselection:`Odoo 主Dashboard --> 應用程式`。然後，在 " ":guilabel:`應用程式` 頁面上，找出 :guilabel:`專案管理` 應用程式區塊，並按一下 " ":guilabel:`啟動`。頁面會自動重新載入並返回 Odoo 主Dashboard， *專案管理* 應用程式現時已可存取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "重複相同的步驟，以安裝 *會計* 應用程式。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:28 msgid "" "After installation, click the :guilabel:`Accounting` app icon from the main " "Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`." " On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` " "section, and ensure the box next to :guilabel:`Analytic Accounting` is " "checked." msgstr "" "安裝後，按一下 Odoo 主Dashboard中的 :guilabel:`會計` 應用程式圖示，然後前往 :menuselection:`配置 --> " "設定`。在 :guilabel:`設定` 頁面上，向下捲動至 :guilabel:`分析` 部分，然後確保 :guilabel:`分析會計` " "旁邊的方格已選取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How it looks to activate the Analytic Accounting setting in Odoo Accounting " "Setting page." msgstr "在 Odoo 會計設定頁面中，啟動分析會計設定的情況。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:37 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:43 msgid "Then, click :guilabel:`Save` to save all changes." msgstr "然後，按一下 :guilabel:`儲存` 以儲存所有變更。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:39 msgid "" "Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> " "Configuration --> Settings`. On the :guilabel:`Settings` page, in the " ":guilabel:`Time Management` section, ensure the box beside the " ":guilabel:`Timesheets` feature is checked." msgstr "" "然後，前往 :menuselection:`Odoo 主Dashboard --> 專案管理應用程式 --> 配置 --> 設定`。在 " ":guilabel:`設定` 頁面的 :guilabel:`時間管理` 部分中，確保 :guilabel:`工時表` 功能旁邊的方格已選取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "What the Timesheets feature looks like on the Odoo Project settings page." msgstr "Odoo 專案設定頁面上，工時表功能的畫面。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "服務產品配置" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:54 msgid "" "With the *Timesheets* feature activated in the *Project* app, it is now " "possible to invoice for time spent on a project, but **only** when the " "following product configurations have been made." msgstr "啟動 *專案管理* 應用程式中的 *工時表* 功能後，現在可以為專案所花費的工時開立發票，但事先 **必須** 進行以下產品配置。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:58 msgid "" "Invoicing for time spent on a project is **only** possible with products " "that have *Service* set as the *Product Type* on their product form." msgstr "**只限** 產品表單已將 *產品類型* 設為 *服務* 的產品，才可根據專案所花費工時開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:61 msgid "" "To configure a service product, first navigate to :menuselection:`Sales app " "--> Products --> Products`. On the :guilabel:`Products` page, select the " "desired service product to be configured, or click :guilabel:`New` to create" " a new product." msgstr "" "要設定服務產品，請先前往 :menuselection:`銷售應用程式 --> 產品 --> 產品`。在 :guilabel:`產品` " "頁面，選擇需要設定的服務產品，或按一下 :guilabel:`新增` 建立新產品。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:65 msgid "" "From the product form, in the :guilabel:`General Information` tab, set the " ":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down " "menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based " "on Timesheets`." msgstr "" "在產品表單的 :guilabel:`一般資訊` 分頁中，將 :guilabel:`產品類型` 設為 :guilabel:`服務`。然後，開啟 " ":guilabel:`發票政策` 欄位的下拉式選單，選擇 :guilabel:`根據工時表`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:69 msgid "" "Next, from the :guilabel:`Create on Order` drop-down menu, select " ":guilabel:`Project \\& Task`. That setting indicates that, when a sales " "order is created with this specific service product, a new project and task " "is created in the *Project* app." msgstr "" "之後，在 :guilabel:`按訂單建立` 下拉式選單中，選擇 " ":guilabel:`專案及任務`。此設定表示，當使用此特定服務產品建立銷售訂單時，會在 *專案管理* 應用程式中建立一個新專案及任務。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "The correct settings for Invoicing Policy and Create on Order fields for " "service product." msgstr "服務產品的發票政策及按訂單建立欄位的正確設定。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:78 msgid "" "The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create" " on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing" " project that the task will appear in from :guilabel:`Project` field, which " "only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on " "Order` field." msgstr "" "你可從 :guilabel:`按訂單建立` 下拉式選單中，選擇 :guilabel:`任務` 選項。若選擇了 :guilabel:`任務`，請在 " ":guilabel:`專案` 欄位中選擇該任務將會出現的現有專案。（:guilabel:`專案` 欄位只會在 :guilabel:`按訂單建立` " "欄位選擇了 :guilabel:`任務` 時，才會出現。）" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "在銷售訂單加入已花費工時" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:86 msgid "" "After properly configuring a service product with the correct *Invoicing " "Policy* and *Create on Order* options, it is possible to add time spent to a" " sales order." msgstr "為服務產品正確配置 *發票政策* 及 *按訂單建立* 選項後，可以在銷售訂單加入已花費工時的資訊。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:89 msgid "" "To see that in action, navigate to :menuselection:`Sales app --> New` to " "open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, " "and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and" " select the properly :ref:`configured service product " "` from the drop-down menu." msgstr "" "要查看實際效果，請前往 :menuselection:`銷售應用程式 --> 新增`，開啟空白報價單，並加入 :guilabel:`客戶`，然後在 " ":guilabel:`訂單資料行` 分頁中按一下 :guilabel:`加入產品`，從下拉式選單中，選擇已正確 :ref:`配置的服務產品 " "`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "之後，按一下 :guilabel:`確認` 以確認訂單。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:96 msgid "" "After confirming the sales order, two smart buttons appear at the top of the" " order form: :guilabel:`Projects` and :guilabel:`Tasks`." msgstr "確認銷售訂單後，訂單表單頂部會出現兩個智慧按鈕：:guilabel:`專案` 及 :guilabel:`任務`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How the Projects and Tasks smart buttons look on a Sales Order in Odoo " "Sales." msgstr "Odoo 銷售應用程式中，銷售訂單上專案及任務智慧按鈕的外觀。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:103 msgid "" "If the :guilabel:`Projects` smart button is clicked, it reveals the specific" " project related to this sales order. If the :guilabel:`Tasks` smart button " "is clicked, it reveals the specific project task related to this sales " "order. Both are also accessible in the *Project* app." msgstr "" "按下 :guilabel:`專案` 智慧按鈕後，會顯示與此銷售訂單相關的專案。按下 :guilabel:`任務` " "智慧按鈕後，則會顯示與此銷售訂單相關的專案任務。兩者都可在 *專案管理* 應用程式中存取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:107 msgid "" "In order to add time spent on a sales order, click the :guilabel:`Tasks` " "smart button." msgstr "要在銷售訂單加入已花費工時，請按一下 :guilabel:`任務` 智慧按鈕。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:109 msgid "" "On the task form, select the :guilabel:`Timesheets` tab. From the " ":guilabel:`Timesheets` tab, employees can be assigned to work on the " "project, and the time they spend working on the task can be added by the " "employees or by the person who created the sales order." msgstr "" "在任務表單上，選擇 :guilabel:`工時表` 分頁。在 :guilabel:`工時表` " "分頁中，可將員工分配至專案上工作。員工在任務上花費的時間，可由員工或建立銷售訂單的人員加入。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:113 msgid "" "To add an employee, and the time spent working on the task, click " ":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the " "appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the " "option to add a brief description of the work done during this time in the " ":guilabel:`Description` column, but it's not required." msgstr "" "要加入員工及完成該任務所花費的時間，請按一下 :guilabel:`工時表` 分頁中的 :guilabel:`加入資料行`。然後，選擇適當的 " ":guilabel:`日期` 及 :guilabel:`員工`。你也可在 :guilabel:`描述` " "直欄中，加入此期間所完成工作的簡短描述，但這並非必須。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:118 msgid "" "Lastly, enter the amount of time worked on the task in the :guilabel:`Hours " "Spent` column, and click away to complete that line in the " ":guilabel:`Timesheets` tab." msgstr "" "最後，在 :guilabel:`已花費時數` 欄位中，輸入執行任務的已工作時間，然後按一下其他地方，以完成在 :guilabel:`工時表` " "分頁中輸入該資料行的操作。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:122 msgid "" "The time entered in the :guilabel:`Hours Spent` column is immediately " "reflected in the :guilabel:`Allocated Time` field (located near the top of " "the task form) as a percentage, which reflects how much of the total " "allocated work hours have been done so far." msgstr "" "在 :guilabel:`已花費時數` 欄位輸入的時間數值，會立即以百分比形式，在 :guilabel:`已分配時間` " "欄位（位於任務表單頂部附近）反映。該欄位表示到目前為止，獲分配的總工作時間已用了多少。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:126 msgid "" "That same information is found as numerical hours in the :guilabel:`Hours " "Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the " ":guilabel:`Timesheets` tab." msgstr "" "這項資訊也可在 :guilabel:`工時表` 分頁底部的 :guilabel:`已花費時數` 及 :guilabel:`剩餘時數` " "欄位中找到，以小時數表示。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "How the Timesheets tab appears on a task form in Odoo Sales and Odoo " "Project." msgstr "Odoo 銷售及 Odoo 專案管理應用程式內，任務表單上的工時表分頁顯示情況。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:133 msgid "" "Repeat this process for however many employees and hours have been worked on" " the project." msgstr "你可按照專案上有多少員工及工作了多少時間，重複相同的操作流程。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "為已花費工時開立發票" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:138 msgid "" "Once all the necessary employees and time spent have been added to the " "project task, return to the sales order to invoice the customer for those " "hours. To do that, either click the :guilabel:`Sales Order` smart button at " "the top of the task form, or return to the sales order via the breadcrumb " "links, located in the upper-left of the screen." msgstr "" "將所有必要的員工及已花費工時加入至專案任務後，請返回銷售訂單，為這些時數向客戶開立發票。要執行此操作，請在任務表單頂部按一下 " ":guilabel:`銷售訂單` 智慧按鈕，或透過螢幕左上角的麵包屑連結，返回銷售訂單。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:143 msgid "" "Back on the sales order form, the time that was added to the task is " "reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` " "column) and in the new :guilabel:`Recorded Hours` smart button at the top of" " the sales order." msgstr "" "返回銷售訂單表單後，已加入至任務的工時會在 :guilabel:`訂單資料行` 分頁顯示（在 :guilabel:`已交付` " "直欄），亦會在銷售訂單頂部新顯示的 :guilabel:`已記錄時間` 智慧按鈕內顯示。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:147 msgid "" "To invoice the customer for time spent on the project, click " ":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the " ":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create " "Draft Invoice`." msgstr "" "要為專案已花費的工時向客戶開立發票，請按一下 :guilabel:`建立發票`，然後在 :guilabel:`建立發票` 彈出視窗中，選擇 " ":guilabel:`一般發票`，再按 :guilabel:`建立草稿發票`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:151 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all " "the work that's been done in the :guilabel:`Invoice Lines` tab." msgstr "系統會顯示 :guilabel:`客戶發票草稿`，在 :guilabel:`發票資料行` 分頁中清楚顯示所有已完成的工作。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:155 msgid "" "Pay attention to the :guilabel:`Analytic Distribution` column in the " ":guilabel:`Customer Invoice`, as that information is necessary to ensure " "other time/material invoicing tasks are completed properly and accurately." msgstr "" "要留意 :guilabel:`客戶發票` 內的 :guilabel:`分析分佈` " "直欄，因為必須要有這項資訊，才可確保其他基於時間/材料的發票任務，已正確及準確地完成。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "Odoo 銷售應用程式中，顯示銷售訂單已花費工時的發票草稿。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "" "Click :guilabel:`Confirm` to confirm the invoice and continue with the " "invoicing process." msgstr "按一下 :guilabel:`確認` 以確認發票及繼續開立發票流程。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "開支費用配置" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:171 msgid "" "In order to track and invoice expenses related to a sales order, the Odoo " "*Expenses* app **must** be installed." msgstr "為了追蹤與銷售訂單相關的開支/費用並開立發票，必須事先安裝 Odoo *開支* 應用程式。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:174 msgid "" "To install the *Expenses* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Expenses` app block, and click :guilabel:`Activate`." msgstr "" "要安裝 *開支* 應用程式，請前往 :menuselection:`Odoo 主Dashboard --> 應用程式`。然後，在 " ":guilabel:`應用程式` 頁面上，找出 :guilabel:`開支` 應用程式區塊，再按一下 :guilabel:`啟動`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:178 msgid "" "The page automatically refreshes and returns to the main Odoo dashboard, " "where the :guilabel:`Expenses` app is now available to access." msgstr "頁面會自動重新載入並返回 Odoo 主Dashboard，:guilabel:`開支` 應用程式現時已可存取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:184 msgid "Add expenses to sales order" msgstr "在銷售訂單加入開支" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:186 msgid "" "To add an expense to a sales order, first navigate to the " ":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, " "click :guilabel:`New`, which reveals a blank expense form." msgstr "" "要將開支/費用加入銷售訂單，請先前往 :menuselection:`開支` 應用程式。然後，在 *開支* 程式的主Dashboard中，按一下 " ":guilabel:`新增`，系統會顯示一張空白的開支表單。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:189 msgid "" "On the expense form, add a :guilabel:`Description` of the expense (e.g. " "`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, " "select the appropriate option from the drop-down menu (e.g. " ":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)." msgstr "" "在開支表單上，為開支/費用加入 :guilabel:`描述`（例如：`酒店住宿`、`機票`），然後在 :guilabel:`類別` " "欄位中，從下拉式選單選擇合適的選項（例如：:guilabel:`餐飲`、:guilabel:`里程`、:guilabel:`交通及住宿`）。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:194 msgid "" "Expense categories can be added and modified by navigating to " ":menuselection:`Expenses app --> Configuration --> Expense Categories`." msgstr "開支類別資料可在 :menuselection:`開支應用程式 --> 配置 --> 開支類別` 新增及修改。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:197 msgid "" "Then, enter the total amount of the expense in the :guilabel:`Total` field, " "as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that " "the correct :guilabel:`Employee` is selected, and designate who paid for the" " expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to " "reimburse)` or the :guilabel:`Company`." msgstr "" "然後，在 :guilabel:`總計` 欄位中輸入開支總額，以及任何可能適用的 :guilabel:`包括稅項`。之後，請確保選擇了正確的 " ":guilabel:`員工`，以及在 :guilabel:`已付款者` 欄位指定已代為支付開支的人：可以是 :guilabel:`員工（待發還）` 或 " ":guilabel:`公司`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:202 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate" " sales order from the drop-down menu. Then, select that same sales order " "information from the :guilabel:`Analytic Distribution` field, as well." msgstr "" "之後，在 :guilabel:`重新開立發票客戶` 欄位中，從下拉式選單選擇適當的銷售訂單，並在 :guilabel:`分析分佈` " "欄位中，選擇相同的銷售訂單資訊。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:207 msgid "" "The :guilabel:`Analytic Distribution` field will **only** have the " "corresponding sales order as an option if the sales order contains a service" " product that is billed based on *Timesheets*, *Milestones*, or *Delivered " "Quantities*." msgstr "" "**只限** 在銷售訂單包含根據 *工時表* 、 *里程碑* 或 *交付數量* 開立賬單的服務產品時，:guilabel:`分析分佈` " "欄位才會有相應的銷售訂單作為選項。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to properly fill out an expense form that's attached to a sales order in" " Odoo." msgstr "如何在 Odoo 系統內正確填寫附加至銷售訂單的開支表單。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:215 msgid "" "If there are any receipts that should be uploaded and attached to the " "expense, click the :guilabel:`Attach Receipt` button, and upload the " "necessary documents to the expense. This is **not** required, but it may " "affect whether or not an expense is approved." msgstr "" "若有任何收據需要上載並附加至開支，請按一下 :guilabel:`附加收據` 按鈕，然後將所需文件上載至開支中。收據 **並非** " "必須提交，但可能會影響該開支的報銷是否獲得批准。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:219 msgid "" "When all the information has been entered, click :guilabel:`Create Report` " "to create an expense report detailing all the expense information that was " "just entered." msgstr "輸入所有資訊後，按一下 :guilabel:`建立報告` 以建立開支報告，詳細列出剛才輸入的所有開支及費用資訊。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "How an Expense Report Summary looks in Odoo Expenses." msgstr "Odoo 開支應用程式中，開支報告摘要的外觀。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:226 msgid "" "Then, there's the option to :guilabel:`Submit to Manager` for approval. Once" " approved, the :guilabel:`Report in Next Payslip` appears." msgstr "然後，可以選擇 :guilabel:`提交給經理` 以供批核。一旦獲得批准，便會顯示 :guilabel:`於下期工資單報告`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:229 msgid "" "To showcase a complete flow in this example, select :guilabel:`Submit to " "Manager`. Then, the manager would click :guilabel:`Approve` to approve this " "expense, and click :guilabel:`Post Journal Entries` to post this expense to " "the accounting journal." msgstr "" "此範例的完整流程是：選擇 :guilabel:`提交給經理`，然後經理按 :guilabel:`批准` 以批准該項開支報銷，並要按一下 " ":guilabel:`過賬日記賬記項`，以將開支過賬至會計日記賬。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:234 msgid "Invoice expenses" msgstr "為開支開立發票" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:236 msgid "" "To invoice a customer for an :ref:`expense on a sales order " "`, navigate to the related sales " "order, either from the :menuselection:`Sales` app or from the expense report" " in the :menuselection:`Expenses` app. From the expense report, click the " ":guilabel:`Sales Orders` smart button at the top of the page." msgstr "" "若要就 :ref:`銷售訂單開支 ` 向客戶開立發票，請透過 " ":menuselection:`銷售` 應用程式，或 :menuselection:`開支` " "應用程式中的開支報告，前往相關銷售訂單。在開支報告中，按一下頁面頂部的 :guilabel:`銷售訂單` 智慧按鈕。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:241 msgid "" "If the expense report was linked to the sales order, the newly-configured " "expense now has its own line in the :guilabel:`Order Lines` tab, and can be " "invoiced to the customer." msgstr "" "如果開支報告已連結至銷售訂單，新配置的開支現在會在 :guilabel:`訂單資料行` 分頁中擁有自己的資料行，並且可以用作向客戶開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "An expense appearing on Order Lines tab of a Sales Order in Odoo Sales " "application." msgstr "Odoo 銷售應用程式中，銷售訂單資料行分頁所顯示的開支及費用。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:248 msgid "" "To invoice the customer for the expense on the sales order, click " ":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the " ":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create " "Draft Invoice`." msgstr "" "若要就銷售訂單的開支向客戶開立發票，請按一下 :guilabel:`建立發票`，在 :guilabel:`建立發票` 彈出視窗中選擇 " ":guilabel:`一般發票`，然後按一下 :guilabel:`建立草稿發票`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:252 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then," " the invoicing process can be completed as usual." msgstr "系統會顯示該開支的 :guilabel:`客戶發票草稿`。之後，可照常完成開立發票流程。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Sample customer invoice for an expense generated from a sales order in Odoo " "Sales." msgstr "Odoo 銷售應用程式中，為銷售訂單所產生的開支向客戶開立發票的樣本。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" msgstr "採購配置" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:262 msgid "" "In order to invoice a customer for purchases made on a sales order, the " "*Purchase* application **must** be installed." msgstr "若要就銷售訂單引致的採購項目，向客戶開立發票，必須事先安裝 Odoo *採購* 應用程式。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:265 msgid "" "To install the *Purchase* application, navigate to :menuselection:`Odoo main" " dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " ":guilabel:`Purchase` app is now available to access." msgstr "" "要安裝 *採購* 應用程式，請前往 :menuselection:`Odoo 主Dashboard --> 應用程式`。然後，在 " ":guilabel:`應用程式` 頁面上，找出 :guilabel:`採購` 應用程式區塊，並按一下 " ":guilabel:`啟動`。頁面會自動重新載入並返回 Odoo 主Dashboard，:guilabel:`採購` 應用程式現時已可存取。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "在銷售訂單加入採購項目" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:275 msgid "" "To add a purchase to a sales order, a purchase order must first be created. " "To create a purchase order, navigate to :menuselection:`Purchase app --> " "New` to reveal a blank purchase order form." msgstr "" "若要將採購資料加入銷售訂單，必須先建立一張採購訂單。要建立採購訂單，請前往 :menuselection:`採購應用程式 --> " "新增`，以顯示一張空白的採購訂單表單。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:278 msgid "" "First, add a :guilabel:`Vendor` to the purchase order. Then, under the " ":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-" "down menu, represented by two horizontal lines with dots on them, located to" " the far-right of the column headers. From that drop-down menu, select " ":guilabel:`Analytic Distribution`." msgstr "" "首先，在採購訂單加入 :guilabel:`供應商`。然後在 :guilabel:`產品` 分頁，按一下 :guilabel:`其他直欄選項` " "下拉式選單。（該選單由兩條帶點的水平線表示，位於直欄標題的最右側。）在該下拉式選單中，選擇 :guilabel:`分析分佈`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to add analytic distribution column on purchase order form in Odoo " "Purchase." msgstr "如何在 Odoo 採購應用程式的採購訂單表單上，新增分析分佈直欄。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:287 msgid "" "After adding the :guilabel:`Analytic Distribution` column to the headers on " "the :guilabel:`Products` tab of the purchase order form, proceed to add the " "product(s) to the purchase order. To do that, click :guilabel:`Add a " "product`, and select the desired product from the drop-down menu. Repeat for" " all the products to add." msgstr "" "將 :guilabel:`分析分佈` 直欄加入採購訂單表單 :guilabel:`產品` " "分頁的標題列後，請繼續將產品加入至採購訂單。要執行此操作，請按一下 " ":guilabel:`加入產品`，然後從下拉式選單選擇所需的產品。就每項要新增的產品，都重複此操作。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:293 msgid "" "In order for a purchase to be properly invoiced on a sales order, the " "product on the purchase order **must** be marked as :guilabel:`Can be " "Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered " "quantities`, and have the :guilabel:`At cost` option selected in the " ":guilabel:`Re-Invoice Expenses` field on its product form." msgstr "" "要就銷售訂單的採購項目正確開立發票，採購訂單上的產品 **必須** 標記為 :guilabel:`可作開支報銷`，:guilabel:`發票政策` " "須設為 :guilabel:`已交付數量`，而產品表單的 :guilabel:`開支重新開立發票` 欄位要選擇 :guilabel:`按成本` 選項。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "Product settings for a purchase order to be invoiced on a sales order in " "Odoo." msgstr "在 Odoo 中，在銷售訂單內為採購訂單開立發票所需的產品設定。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:302 msgid "" "Then, select the appropriate :guilabel:`Analytic Distribution` associated " "with the sales order to which this purchase order is related. To do that, " "click the empty :guilabel:`Analytic Distribution` field to reveal an " ":guilabel:`Analytic` pop-up window." msgstr "" "然後，為此採購訂單相關的銷售訂單，選擇適當的 :guilabel:`分析分佈` 作關聯。要執行此操作，請按一下空白的 :guilabel:`分析分佈` " "欄位，以顯示 :guilabel:`分析` 彈出視窗。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:306 msgid "" "Then, from the :guilabel:`Departments` drop-down menu, select the analytic " "distribution associated with the desired sales order to be invoiced for the " "purchase." msgstr "然後，在 :guilabel:`部門` 下拉式選單中，選擇關聯至銷售訂單的分析分佈，以為該採購項目在所需銷售訂單開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to select the Analytic Distribution department from a purchase order in " "Odoo." msgstr "如何從 Odoo 的採購訂單中選擇分析分佈部門。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:313 msgid "" "Once all the information is entered in the :guilabel:`Products` tab of the " "purchase order, confirm the order by clicking :guilabel:`Confirm Order`. " "Then, click :guilabel:`Receive Products` when the products have been " "received. This creates a receipt form." msgstr "" "完成在採購訂單的 :guilabel:`產品` 分頁中輸入所有資訊後，按一下 :guilabel:`確認訂單` 以確認訂單。之後，為產品收貨時，按一下 " ":guilabel:`接收產品`。此操作會建立一張收貨表單。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:318 msgid "" "If any serial/lot numbers must be entered before validating the receipt of " "products, then on the receipt form, click the :guilabel:`details` icon " "represented by four horizontal lines located to the far-right of the product" " line." msgstr "" "如果在驗證產品收貨之前，必須輸入任何序號/批次號碼，請在收貨表單上，按一下產品資料行最右側的 :guilabel:`詳細資料` " "圖示（以四條水平線表示）。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:322 msgid "" "This reveals a :guilabel:`Detailed Operations` tab, in which the necessary " ":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added." " When ready, click :guilabel:`Confirm` to confirm the data." msgstr "" "系統會顯示 :guilabel:`詳細操作` 分頁，該處可加入所需的 :guilabel:`批次/序號` 及 :guilabel:`已完成` " "的數量。完成後，按一下 :guilabel:`確認` 以確認資料。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:326 msgid "Then, click :guilabel:`Validate` to validate the purchase order." msgstr "然後，按一下 :guilabel:`驗證` 以驗證採購訂單。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:328 msgid "" "Next, return to the purchase order, via the breadcrumb links at the top of " "the page, and click :guilabel:`Create Bill` to create a vendor bill that can" " be invoiced to the customer on the attached sales order." msgstr "" "之後，使用頁面頂部的麵包屑連結，返回採購訂單，然後按一下 " ":guilabel:`建立賬單`，以建立供應商賬單。該供應商賬單可用作向附加至銷售訂單上的客戶開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Vendor bill draft for a purchase order to be invoiced to a customer in Odoo." msgstr "在 Odoo 中，要向客戶開立發票的採購訂單的供應商賬單草稿。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:337 msgid "" "Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill " "Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an " "error window appears, requesting that information to be entered before " "confirmation can occur." msgstr "" "確認前，記得在 :guilabel:`供應商賬單草稿` 輸入 :guilabel:`賬單日期`。如果 *未有* 輸入 " ":guilabel:`賬單日期`，系統會顯示一個錯誤視窗，要求在確認之前輸入該資訊。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:341 msgid "" "Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then " "automatically added to the sales order, where it can be invoiced directly to" " the customer attached to it." msgstr "然後，按一下 :guilabel:`確認` 以確認供應商賬單，而賬單隨後會自動加入至銷售訂單中，可直接向相關客戶開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" msgstr "為採購項目開立發票" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:347 msgid "" "To invoice a customer for a purchase on a sales order, first :ref:`add the " "purchase to the sales order `, " "then navigate to the desired sales order in the :menuselection:`Sales` app." msgstr "" "若要在銷售訂單上為採購項目向客戶開立發票，請先 :ref:`將採購項目加入至銷售訂單 `，然後在 :menuselection:`銷售` 應用程式中，前往所需的銷售訂單。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:351 msgid "" "On the sales order that was attached to the purchase order, the purchased " "product now has its own product line under the :guilabel:`Order Lines` tab, " "and it is ready to be invoiced." msgstr "在附加採購訂單的銷售訂單上，所購買的產品現在會於 :guilabel:`訂單資料行` 分頁下有自己的產品資料行，而且可以開立發票。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Purchase order product on sales order to be invoiced to customer via Odoo " "Sales." msgstr "銷售訂單上，將透過 Odoo 銷售應用程式向客戶開立發票的採購訂單產品。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:358 msgid "" "To invoice the customer for the purchase, simply click :guilabel:`Create " "Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create " "invoices` pop-up window, then click :guilabel:`Create Draft Invoice`." msgstr "" "若要向客戶就採購項目開立發票，只需按一下 :guilabel:`建立發票`，在 :guilabel:`建立發票` 彈出視窗中選擇 " ":guilabel:`一般發票`，然後按一下 :guilabel:`建立草稿發票`。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:362 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added " "purchase order product in the :guilabel:`Invoice Lines` tab." msgstr "系統會顯示 :guilabel:`客戶發票草稿`，當中在 :guilabel:`發票資料行` 分頁中，顯示新加入的採購訂單產品。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Customer invoice draft with purchase product attached to sales order in " "Odoo." msgstr "在 Odoo 中，銷售訂單附有採購產品的客戶發票草稿。" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:369 msgid "" "To complete the invoicing process, click :guilabel:`Confirm` to confirm the " "invoice, and then click :guilabel:`Register Payment` in the " ":guilabel:`Register Payment` pop-up form." msgstr "" "要完成開立發票流程，請按一下 :guilabel:`確認` 以確認發票，然後在 :guilabel:`登記付款` 彈出表單中，按一下 " ":guilabel:`登記付款`。" #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3 msgid "Use eWallets and gift cards" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5 msgid "" "With Odoo, customers can use **eWallets** and **gift cards** for online and " "in-store shopping." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7 msgid "" "To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), " "first enable :guilabel:`Discounts, Loyalty & Gift Card` under " ":menuselection:`Sales app --> Configuration --> Settings --> Pricing " "section`. Once enabled, go to :menuselection:`Sales app --> Products --> " "Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card " "program." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "電子錢包" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15 msgid "" "eWallets allow customers to save credits on their online account and use " "these credits as a payment method when buying items in an online store or a " "brick-and-mortar store. eWallets can also be used to centralize multiple " ":ref:`gift cards `." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19 msgid "" "Before creating an eWallet program, it is necessary to create an eWallet " "**top-up** product. Top-ups are pre-defined digital credit values added to " "an eWallet in exchange for its equivalent in real currency. These credits " "can then be used as a payment method in the eCommerce shop or :abbr:`PoS " "(Point of Sale)`. Top-up values can be of different amounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25 msgid "" "A $50 top-up can be bought for $50, and adds that same amount of credits to " "the eWallet." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27 msgid "" "To create a top-up product, go to :menuselection:`Sales app --> Products -->" " Products` and :guilabel:`Create` a new product. On the product template, " "configure the options as follows:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30 msgid "" ":guilabel:`Product Name`: enter a name for the top-up product (for example, " "`$50 Top-Up`)" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92 msgid ":guilabel:`Can be Sold`: enabled" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93 msgid ":guilabel:`Product Type`: select :guilabel:`Service`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94 msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95 msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35 msgid ":guilabel:`Sales Price`: enter the amount of the top-up" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38 msgid "" "In order to have eWallet top-ups of different amounts, create multiple top-" "up products and modify the :guilabel:`Sales Price` accordingly." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41 msgid "" "Once the top-up is created, go to :menuselection:`Sales app --> Products -->" " Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The " "following configuration options are available:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44 msgid ":guilabel:`Program Name`: enter a name for the eWallet program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46 msgid "" ":guilabel:`eWallet Products`: select the eWallet top-up created earlier. " "Repeat the process if you created top-ups of different amounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48 msgid "" ":guilabel:`Email template`: select the email template used for the email " "sent to the customer. To create a new template, click on the field, select " ":guilabel:`Search More`, and then click :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid "" ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115 msgid "" ":guilabel:`Company`: select the company for which the program is valid and " "available" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116 msgid "" ":guilabel:`Available On`: select the applications on which the program is " "valid and available" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117 msgid "" ":guilabel:`Website`: select the website on which the program is valid and " "available. Leave this field empty to include all websites." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119 msgid "" ":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which " "the program is valid and available. Leave this field empty to include all " ":abbr:`PoS (Point of Sale)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallet program configuration page" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63 msgid "" "Once the program is configured, click the :guilabel:`Generate eWallet` " "button in the upper-left corner to generate eWallets. eWallets can be " "generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. " "The quantity is automatically adapted according to the :guilabel:`Customers`" " and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet " "value`. Finally, set the :guilabel:`Valid Until` period if applicable." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69 msgid "" "Generated eWallets can be accessed through the :guilabel:`eWallets` smart " "button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the eWallets via email or a URL link." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallets send and share buttons" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76 msgid "" "Click on an eWallet to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an " "eWallet *cannot* be changed, deleted, or duplicated." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82 msgid "Gift cards" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84 msgid "" "Gift cards can be purchased by customers, and in turn used as a payment " "method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87 msgid "" "Before creating a new gift card program, it is necessary to first create " "gift cards as products. To do so, go to :menuselection:`Sales app --> " "Products --> Products` and :guilabel:`Create` a product. On the product " "template, configure the options as follows:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99 msgid "" "In order to have gift cards of different amounts, create multiple gift card " "products and modify the :guilabel:`Sales Price` accordingly." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102 msgid "" "Once the gift card product is created, go to :menuselection:`Sales app --> " "Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card " "program. The following configuration options are available:" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106 msgid ":guilabel:`Program Name`: enter a name for the gift card program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108 msgid "" ":guilabel:`Gift Card Products`: select the gift card product created " "earlier. Repeat the process if you created gift card products of different " "amounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110 msgid "" ":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift " "Card Information` template, or create a new template by clicking on the " "field, selecting :guilabel:`Search More`, and then clicking " ":guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114 msgid "" ":guilabel:`Currency`: select the currency to use for the gift card program" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift card program configuration page" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126 msgid "" "Once the program is configured, click the :guilabel:`Generate Gift Cards` " "button in the upper-left corner to generate gift cards. Gift cards can be " "generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected " "Customers`. Set the :guilabel:`Quantity to generate` for " ":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or " ":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the " ":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period" " if applicable." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133 msgid "" "Generated gift cards can be accessed through the :guilabel:`Gift Cards` " "smart button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the gift cards via email or a URL link." msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift cards send and share buttons" msgstr "" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141 msgid "" "Click on a gift card to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift " "card *cannot* be changed, deleted, or duplicated." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5 msgid "" "The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users " "to create discount and loyalty programs that customers can use for online " "and in-store shopping. These programs offer more varied, public, and time-" "sensitive pricing options than :doc:`pricelists " "`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13 msgid "" "To begin using discount and loyalty programs, navigate to " ":menuselection:`Sales --> Configuration --> Settings`. Under the " ":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & " "Gift Card` setting by checking the box next to the feature. Finally, click " ":guilabel:`Save` to save the changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21 msgid "" "To create discount and loyalty programs, go to :menuselection:`Sales --> " "Products --> Discount & Loyalty`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24 msgid "" "If no discount or loyalty programs have been created yet, Odoo provides a " "choice of templates to help create the first program. Choose one of the " "template cards, or click :guilabel:`New` to create a new program from " "scratch." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28 msgid "" "Or, if there are already existing programs, select an existing program to " "edit it." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Discount and loyalty program template cards." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35 msgid "" "Templates **only** appear when no programs have been created, and they " "disappear once the first program is created." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38 msgid "Creating or editing a program opens the program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program options on the loyalty program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44 msgid "The program form contains the following fields:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 msgid "" ":guilabel:`Program Name`: Enter the name of the program in this field. The " "program name is **not** visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:48 msgid "" ":guilabel:`Program Type`: Select the desired :ref:`program type " "` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50 msgid ":guilabel:`Currency`: Select the currency used for the program." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:51 msgid "" ":guilabel:`Pricelist`: If desired, select a pricelist from the drop-down " "menu to have this loyalty program applied to a specific pricelist (and " "customers attached to the pricelist). More than one pricelist can be " "selected in this field. When a single loyalty program is linked to several " "pricelists, it makes it viable for different customer segments to have " "different pricelists, but the *same* loyalty programs. If this field is left" " blank, the program applies to everyone, regardless of pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57 msgid "" ":guilabel:`Points Unit`: Enter the name of the points used for the " ":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit " "name *is* visible to the customer. This field is **only** available when the" " :guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:60 msgid "" ":guilabel:`Start Date`: Select the date on which the program becomes valid. " "Leave this field blank if the program should always be valid and not expire." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:62 msgid "" ":guilabel:`End Date`: Select the date on which the program stops being " "valid. Leave this field blank if the program should always be valid and not " "expire." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:64 msgid "" ":guilabel:`Limit Usage`: If desired, tick this checkbox, and enter a number " "of :guilabel:`usages` to limit the number of times the program can be used " "during the validity period." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:66 msgid "" ":guilabel:`Company`: If working in a multi-company database, choose the one " "company for which the program is available. If left blank, the program is " "available to all companies in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:68 msgid "" ":guilabel:`Available On`: Select the apps on which the program is available." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:69 msgid "" ":guilabel:`Website`: Select a website on which the program is available. " "Leave this field blank to make it available on all websites." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:71 msgid "" ":guilabel:`Point of Sale`: Select the point(s) of sale at which the program " "is available. Leave this field blank to make it available at all :abbr:`PoS " "(Point of Sale)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:75 msgid "" "The options available on the program form vary depending on the " ":ref:`Program Type ` selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:78 msgid "" "All of the existing cards, codes, coupons, etc. that have been generated for" " the program are accessible through the smart button located at the top of " "the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program items smart button on the loyalty program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86 msgid "" "In Odoo 17 (and later), when a loyalty card or coupon is associated with a " "contact in the database, a :guilabel:`Loyalty Cards` smart button " "conditionally appears on the contact form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "The Loyalty Card smart button as it appears on a contact form in Odoo 17." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:93 msgid "" "This smart button **only** appears if a loyalty card or coupon is associated" " with the contact." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98 msgid "Program types" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100 msgid "" "The different :guilabel:`Program Types` available on the program form are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:102 msgid "" ":guilabel:`Coupons`: Generate and share single-use coupon codes that grant " "immediate access to rewards." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:104 msgid "" ":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates " "points to exchange for rewards on current and/or future orders." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:106 msgid "" ":guilabel:`Promotions`: Set conditional rules for ordering products, which, " "when fulfilled, grant access to rewards for the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:108 msgid "" ":guilabel:`Discount Code`: Set codes which, when entered upon checkout, " "grant discounts to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:110 msgid "" ":guilabel:`Buy X Get Y`: for every (X) item bought, the customer is granted " "1 credit. After accumulating a specified amount of credits, the customer can" " trade them in to receive (Y) item." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112 msgid "" ":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes " "that grant access to rewards on the customer's next order." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:116 msgid "Conditional rules" msgstr "有條件規則" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:118 msgid "" "Next, configure the :guilabel:`Conditional rules` that determine when the " "program applies to a customer's order." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:121 msgid "" "In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to " ":guilabel:`Conditional rules` to add *conditions* to the program. This " "reveals a :guilabel:`Create Conditional rules` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rules & Rewards tab of the loyalty program form." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:130 msgid "" "The options for :guilabel:`Conditional rules` vary depending on the selected" " :ref:`Program Type `." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:133 msgid "The following options are available for configuring conditional rules:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:135 msgid "" ":guilabel:`Discount Code`: Enter a custom code to be used for the " ":guilabel:`Discount Code` program, or use the default one generated by Odoo." " This field is only available when the :guilabel:`Program Type` is set to " ":guilabel:`Discount Code`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:138 msgid "" ":guilabel:`Minimum Quantity`: Enter the minimum number of products that must" " be purchased in order to access the reward. Set the minimum quantity to at " "least `1` to ensure that the customer must make a purchase in order to " "access the reward." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:141 msgid "" ":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with " ":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in " "order to access the reward. If both a minimum quantity *and* minimum " "purchase amount are entered, then the customer's order must meet both " "conditions." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:145 msgid "" ":guilabel:`Products`: Select the specific product(s) for which the program " "applies. Leave this field blank to apply it to all products." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:147 msgid "" ":guilabel:`Categories`: Select the category of products for which the " "program applies. Choose :guilabel:`All` to apply it to all product " "categories." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:149 msgid "" ":guilabel:`Product Tag:` Select a tag to apply the program to products with " "that specific tag." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:150 msgid "" ":guilabel:`Grant`: Enter the number of points the customer earns " ":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per " "unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` " "programs)." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "Conditional rules configuration window for a discount or loyalty program." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:158 msgid "" "Click :guilabel:`Save & Close` to save the rule and close the pop-up window," " or click :guilabel:`Save & New` to save the rule and immediately create a " "new one." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162 msgid "Rewards" msgstr "獎勵" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:164 msgid "" "In the :guilabel:`Rules & Rewards` tab of the program form, click " ":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program." " This reveals a :guilabel:`Create Rewards` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:169 msgid "" "The options for :guilabel:`Rewards` vary depending on the selected " ":ref:`Program Type `." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:172 msgid "The following options are available for configuring rewards:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174 msgid "" ":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free " "Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other " "options for reward configuration depend on the :guilabel:`Reward Type` " "selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:178 msgid ":guilabel:`Free Product`:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:180 msgid "" ":guilabel:`Quantity Rewarded`: Select the number of free products rewarded " "to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:181 msgid "" ":guilabel:`Product`: Select the product given for free as a reward. Only one" " product can be selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:183 msgid "" ":guilabel:`Product Tag`: Select a tag to further specify the free product " "eligible for the reward." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:186 msgid ":guilabel:`Discount`:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:188 msgid "" ":guilabel:`Discount`: Enter the discounted amount in either " ":guilabel:`percentage`, :guilabel:`currency per point`, or " ":guilabel:`currency per order`. Then, select whether the discount applies to" " the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the " "order, or only :guilabel:`Specific Products`." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:192 #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:197 msgid "" ":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this " "reward may grant as a discount. Leave this field at `0` for no limit." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:195 msgid ":guilabel:`Free Shipping`:" msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:200 msgid "" ":guilabel:`In exchange of`: Enter the number of points required to exchange " "for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get " "Y` programs)." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:202 msgid "" ":guilabel:`Description on order`: Enter the description of the reward, which" " is displayed to the customer upon checkout." msgstr "" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rewards configuration window for a discount or loyalty program." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "Foreign currencies" msgstr "外幣" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5 msgid "" "With Odoo, pricelists can be used to manage prices in a number of foreign " "currencies. Specifically, Odoo has the ability to work with 167 total " "currencies." msgstr "在 Odoo 內，你可利用價目表功能，管理多種外幣的價格。具體來說，Odoo 能夠處理總共 167 種貨幣。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9 msgid "" "In order to use multiple currencies in Odoo *Sales*, the *Accounting* " "application **must** be installed." msgstr "若要在 Odoo *銷售* 應用程式中使用多種貨幣， **必須** 安裝 **會計** 應用程式。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " "added to the database. Navigate to :menuselection:`Accounting app --> " "Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, " "and locate the :guilabel:`Main Currency` setting." msgstr "" "安裝 *會計* 應用程式後，可將外幣資料加入資料庫中。請前往 :menuselection:`會計應用程式 --> 配置 --> 設定`，捲動至 " ":guilabel:`貨幣` 部份，然後找出 :guilabel:`主要貨幣` 設定。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How the main currency feature appears on settings page in Odoo Accounting." msgstr "主要貨幣功能在 Odoo 會計應用程式的設定頁面上顯示的情況。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23 msgid "" "Odoo automatically sets the main currency as the currency of the country the" " company is based in." msgstr "Odoo 會自動將「主要貨幣」設定為公司所在國家/地區的貨幣。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25 msgid "" "To change the main currency of the company, select the drop-down menu in the" " :guilabel:`Currency` field, select the desired currency, and be sure to " ":guilabel:`Save` the changes." msgstr "" "要變更公司的主要貨幣，請在 :guilabel:`貨幣` 欄位的下拉式選單中，選擇想要的貨幣，然後記得 :guilabel:`儲存` 變更。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29 msgid "" "To ensure currency rates are updated automatically, enable the *automatic " "currency rates* feature on the *Accounting* settings page " "(:menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" "為確保系統會自動更新貨幣匯率，請在 *會計* 應用程式的設定頁面，啟用 **自動貨幣匯率** 功能。（:menuselection:`會計應用程式 " "--> 配置 --> 設定 --> 貨幣部份`）" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37 msgid "" "Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, " "choose a designated bank to get the currency rates from in the " ":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`" " of time for the updates to take place. Then determine when the date of the " ":guilabel:`Next Run` should be." msgstr "" "按一下 :guilabel:`自動貨幣匯率` 功能旁邊的勾選方格，在 :guilabel:`服務` " "欄位的下拉式選單中，選擇指定一間銀行以取得匯率，然後選擇更新的 :guilabel:`間隔` 頻率，並設定 :guilabel:`下次運行` 日期。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42 msgid "" "To instantly update the currency rates, click the :guilabel:`🔁 (circular " "arrows)` icon, located to the right of the :guilabel:`Next Run` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45 msgid "" "When all configurations are complete, be sure to :guilabel:`Save` all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48 msgid "" "All payment methods **must** be in the same currency as the sales journal, " "or the company currency, if the company currency is not set. If it is not " "the same, a :guilabel:`Validation Error` message appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53 msgid "View, edit, and add currencies" msgstr "查看、編輯及新增貨幣" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55 msgid "" "To view, edit, and add currencies to the database, making them available on " "pricelists and on the :guilabel:`Main Currency` drop-down menu, click the " ":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field " "on the :menuselection:`Accounting app --> Settings` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59 msgid "" "When the :guilabel:`Currencies` link is clicked, a separate " ":guilabel:`Currencies` page is revealed." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How the main currencies page appears in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65 msgid "" "On this page, Odoo provides a master list of 167 global currencies. Each row" " shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, " ":guilabel:`Name`, date of the :guilabel:`Last Update`, and " ":guilabel:`Current Rate` (compared to the default currency of the country in" " which the company is based)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70 msgid "" "To the far right, there are two columns, which can be toggled on or off:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72 msgid "" ":guilabel:`Active`: this currency is activated, which means it can be added " "to a pricelist, or used as the main currency of the company, if desired (via" " :menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:77 msgid "" "By default, all the :guilabel:`Active` currency options are at the top of " "the list." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:80 msgid "" "It is recommended that *at least* one pricelist is created per " ":guilabel:`Active` currency. See :doc:`./pricing` to learn more about " "pricelist configuration." msgstr "" "建議為每種 :guilabel:`生效` 的貨幣，都 *最少* 建立一張價目表。請參閱 :doc:`./pricing` " "以了解更多有關配置價目表的資訊。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:83 msgid "" "To toggle options on/off, click the toggle switch in the row for the " "corresponding column. When *on* the color of the switch is green. When " "*off*, the color of the switch is grey." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:87 msgid "Currency detail form" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89 msgid "" "To edit any currency on the :guilabel:`Currencies` page, click the desired " "currency to reveal the detail form for that specific currency, and proceed " "to make any necessary changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a currency detail form looks in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:96 msgid "" "On the currency detail form, the relevant currency code appears in the " ":guilabel:`Currency` field. Beneath that, the name for the currency is in " "the :guilabel:`Name` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:99 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle:" " *on* is indicated with a green switch, and *off* is indicated with a grey " "switch." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:102 msgid "" "On the right of the currency detail form, the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` " "(e.g. `Cents`) can be found." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:105 msgid "" "Next, under the :guilabel:`Rates` tab, the various conversion rates can be " "viewed, added, or deleted. Each row shows the :guilabel:`Date` of that " "specific rate, the :guilabel:`Company` to which it is connected, followed by" " the :guilabel:`Unit per...` and :guilabel:`...per Unit`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158 msgid "" "The *...* in each of the last two columns represents the main currency set " "for the company. For example, if the main currency is set to `USD`, the " "columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:114 msgid "" "To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` " "tab, and proceed to fill in the necessary information in the aforementioned " "columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:118 msgid "Main currency detail form" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:120 msgid "" "If the selected currency is the main currency of the company, a blue banner " "appears at the top of the currency detail form with the message: " ":guilabel:`This is your company's currency.`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a main currency detail form looks in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:127 msgid "" "All the fields are the same as a typical currency detail form, but there " "will **not** be a :guilabel:`Rates` tab because all other currency rates are" " based off the main currency of the company." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132 msgid "Create new currency" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:134 msgid "" "If a desired currency isn't on the :guilabel:`Currencies` page, click the " ":guilabel:`New` button to open a blank currency template form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:138 msgid "" "The same :guilabel:`New` button is located in the upper-right corner of any " "currency detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a blank currency detail form looks in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:144 msgid "" "On the blank currency detail form, proceed to enter the desired currency " "code in the :guilabel:`Currency` field. Beneath that, enter the name for the" " currency in the :guilabel:`Name` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:148 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle " "switch." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:150 msgid "" "On the right of the currency detail form, enter the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate " ":guilabel:`Currency Subunit` (e.g. `Cents`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153 msgid "" "Next, under the :guilabel:`Rates` tab, add a new rate by clicking " ":guilabel:`Add a line`. Then, proceed to confirm and adjust the " ":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and " ":guilabel:`...per Unit` fields to ensure all the auto-populated information " "is accurate." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:163 msgid "Currency-specific pricelists" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:165 msgid "" "It is recommended that *at least* one pricelist is created per active " "currency in the database. To create (or assign) a pricelist to a specific " "currency, start by navigating to :menuselection:`Sales app --> Products --> " "Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:169 msgid "" "From the :guilabel:`Pricelists` page, either select an existing pricelist to" " edit, or click :guilabel:`New` to create a new pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:172 msgid "" "On the pricelist detail form, for either a new or existing pricelist, adjust" " the :guilabel:`Currency` field as desired." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:176 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr ":doc:`./pricing` 以了解更多有關配置價目表的資訊。" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:179 msgid "Auto-conversion from public price" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:181 msgid "" "It should be noted that the public price seen on products is directly " "related to the main currency the company has set, which is configured by " "navigating to :menuselection:`Accounting app --> Configuration --> Settings " "--> Currencies section --> Main Currency --> Currency drop-down menu`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:185 msgid "" "The sales price automatically updates if the pricelist is changed to a " "different pricelist that has a different currency than the company's main " "currency. The change in price is directly related to the updated conversion " "rate for that currency." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:190 msgid "Set product prices" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:192 msgid "" "In order to have product prices set in place to avoid any changes in " "currency rates, start by navigating to :menuselection:`Sales app --> " "Products --> Products`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:195 msgid "" "From the :guilabel:`Products` page, select the desired product to modify. " "Or, create a new product by clicking the :guilabel:`New` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198 msgid "" "Then, on the product detail form, click the :guilabel:`Extra Prices` smart " "button, located in the upper-left corner. Doing so reveals a separate " ":guilabel:`Price Rules` page, specific to that particular product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How to set product prices based on foreign currency pricelists in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206 msgid "" "Click :guilabel:`New`, and select the desired pricelist from the drop-down " "menu in the :guilabel:`Pricelist` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:209 msgid "" "The :guilabel:`Applied On` field is auto-populated with the product, so " "proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and" " :guilabel:`Price` fields." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:213 msgid "" "The figure in the :guilabel:`Min. Quantity` field means the " ":guilabel:`Price` being set will **only** trigger if at least that amount of" " product is purchased." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:216 msgid "" "If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` " "for the set prices. Leaving those columns blank ensures the set price will " "remain valid, regardless of the date of sale." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:219 msgid "" "If working in a multi-company environment, designate to which company this " "price rule should be applied in the :guilabel:`Company` field. Leaving that " "field blank ensures the price rule applies to all companies in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:223 msgid "" "With those configurations complete, regardless of any changes/updates in " "conversion, whenever those designated pricelists are applied to a customer " "trying to purchase this specific product, these pre-determined set prices " "appear." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:228 msgid ":doc:`./pricing`" msgstr ":doc:`./pricing`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "Pricelists, discounts, and formulas" msgstr "價目表、折扣及算式" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5 msgid "" "A *pricelist* is a method of dynamic pricing that applies a list of prices " "(or price rules) to adjust sales prices. This adjustment can apply to " "specific customers, customer groups, sales orders, time periods, etc., and " "is useful for creating pricing strategies and optimizing sales margins." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:9 msgid "" "Odoo **Sales** has a useful pricelist feature that can be tailored to fit " "any unique pricing strategy. Pricelists suggest certain prices, but they can" " always be overridden on the sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:13 msgid "Pricelists configuration" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:15 msgid "" "To enable pricelists in the Odoo **Sales** app, first navigate to " ":menuselection:`Sales app --> Configuration --> Settings`. In the " ":guilabel:`Pricing` section, tick the checkbox next to the " ":guilabel:`Pricelists` feature, and click :guilabel:`Save` to save all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "Odoo 銷售應用程式中，價目表功能設定的畫面。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:22 msgid "" "After activating and saving the :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads. From here, either select the :icon:`oi-" "arrow-right` :guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists`" " feature on the :guilabel:`Settings` page), or navigate to " ":menuselection:`Sales app --> Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." msgstr "選擇上述任何一個選項，都會顯示 :guilabel:`價目表` 頁面，該處可隨時建立及修改價目表。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "Odoo 銷售應用程式中，價目表頁面的外觀。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 msgid "" "If there is no specific pricelist configured on a sales quotation, the " ":guilabel:`Default` pricelist is applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38 msgid "" "The :guilabel:`Selectable` column is only applicable to Odoo **eCommerce**. " "This option allows website visitors to choose a pricelist when shopping in " "your **eCommerce** website." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:42 msgid "" "In Odoo 17 (and above), you are *not required* to enter a pricelist in the " ":guilabel:`Pricelist` field on a sales quotation form in order to confirm it" " (i.e. turn it into a sales order)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 msgid "" "The chatter section is available on pricelist forms, which allows you to add" " notes and communications on each pricelist page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:49 msgid "Creating and editing pricelists" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:51 msgid "" "From the :guilabel:`Pricelists` page, either select the pricelist to edit, " "or click :guilabel:`New` to create a new pricelist, which reveals a blank " "pricelist form that can be configured in a number of different ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "Odoo 銷售應用程式中，價目表詳細資料表單的外觀。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:58 msgid "" "When creating a new pricelist, start by adding a name for the pricelist at " "the blank field at top of the form. Next, select which :guilabel:`Currency` " "should be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:61 msgid "" "If working in a multi-company environment, select which company this " "pricelist should apply to in the :guilabel:`Company` field. If this field is" " left blank, the pricelist is automatically applied to all companies in the " "database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:65 msgid "" "If working in a multinational company, select the countries where this " "pricelist will apply under the :guilabel:`Country Groups` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:69 msgid "Price Rules tab" msgstr "價格規則分頁" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 msgid "" "In the :guilabel:`Price Rules` tab, each line creates a new record that will" " implement customized pricing to the sales order where the pricelist is " "applied. To create a new price rule, click on :guilabel:`Add a line`, which " "opens a new pricelist rules form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:75 msgid "" "Then, select whether to apply this set of rules to a :guilabel:`Product` or " ":guilabel:`Category`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 msgid "From here, there are several configuration options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:79 msgid "" ":guilabel:`Product`: If selected in the :guilabel:`Apply To` field, use this" " field to choose one or more products to which this pricelist will apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid "" ":guilabel:`Category`: Select one or more product categories to which this " "pricelist will apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:82 msgid "" ":guilabel:`Price Type`: Select whether the specialized pricing will fall " "under :guilabel:`Discount`, :guilabel:`Formula`, or :guilabel:`Fixed Price`." " Depending on the price type, there will be additional configurations on how" " to apply the pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:86 msgid "" ":guilabel:`Discount`: Enter the percentage to be discounted. A mark-up can " "be configured by using a negative value in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:90 msgid "" "If a pricelist is applied to a sales quotation with the discount " ":guilabel:`Price Type` set as :guilabel:`Discount`, the discount will " "visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "A pricelist rule using Price Type: Discount to create a discount." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How a pricelist rule using Price Type: Discount appears on customer preview." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:99 msgid "" ":guilabel:`Formula`: Calculate the pricelist rules based the following " "configuration:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:101 msgid "" ":guilabel:`Discount`: Percentage discount to be applied. Negative values can" " be entered to increase prices." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid "" "If a pricelist is applied to a sales quotation with the discount " ":guilabel:`Price Type` set as :guilabel:`Formula`, the discount will *not* " "be visible to the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:108 msgid "" ":guilabel:`Round off to`: Numerical value to act as round-off multiple, to " "be applied after discount. The rounding method sets the price so that it is " "a multiple of the value in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:113 msgid "Rounding is applied *after* the discount and *before* the extra fee." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 msgid "" ":guilabel:`Extra Fee`: Fixed amount to be added or subtracted once " ":guilabel:`Discount` and :guilabel:`Round off to` have been applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:117 msgid "" ":guilabel:`Fixed Price`: Enter fixed price for this pricelist. When applied," " all product lines in the quotation form will be updated to this price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:120 msgid "" ":guilabel:`Min Qty`: Specify the minimum quantity of selected products for " "this pricelist to apply." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:122 msgid "" ":guilabel:`Validity Period`: Specify the start and end date during which " "this pricelist can be applied to quotations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:126 msgid "" "To formulate a 100% markup (or two times the price of the product), with a " "$5 minimum margin, set the :guilabel:`Based price` field to :guilabel:`Sales" " Price` and the :guilabel:`Discount` to `-100`. This is often seen in retail" " situations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo" " Sales." msgstr "Odoo 銷售應用程式中，如何設定最低利潤額為 5 元、基於成本的加價。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:134 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " ":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to " "`-0.01`, and the :guilabel:`Rounding Method` field to `10`." msgstr "" "例如，若要套用 20% 折扣，並將價格四捨五入至 9.99 結尾，請將 :guilabel:`基於` 欄位設為 :guilabel:`銷售價格`，將 " ":guilabel:`折扣` 欄位設為 `20`，:guilabel:`額外費用` 設為 `-0.01`，並將 :guilabel:`捨入方式` " "欄位設為 `10`。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "Odoo 銷售應用程式中提供 20% 折扣、價格四捨五入至 9.99 結尾的範例。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" "若想價格以 9.99 結尾，請將 :guilabel:`捨入方式` 設為 `10`，並將 :guilabel:`額外費用` 設為 `-0.01`。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:146 msgid "Recurring Prices tab" msgstr "重複價格分頁" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 msgid "" "Recurring prices are specifically used with :doc:`subscription products " "<../../../subscriptions/products>`. When configuring price rules in this " "tab, keep in mind that they will only apply to subscription products, or " "products with recurring prices enabled." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:152 msgid "" "In the :guilabel:`Recurring Prices` tab, pricelists are configured with the " "same options as in the :guilabel:`Price Rules` tab, with additional columns " "for :guilabel:`Product Variants` add :guilabel:`Recurring Plan`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:156 msgid "" ":guilabel:`Product Variants` are configured under products that have one or " "more values, such as color, size, etc. Once a product has been selected " "under the :guilabel:`Products Tab`, if applicable, select the desired " "product variants to be included in the price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 msgid "" "Then, select the blank field in the :guilabel:`Recurring Plan` column to " "reveal a drop-down menu of pre-designated recurrence periods (e.g. " "`Monthly`, `Quarterly`, `Weekly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The recurring prices tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:166 msgid "" "New recurrence periods can also be created from this column. To do so, type " "in the name for the new :guilabel:`Recurring Plan`, then select " ":guilabel:`Create` from the resulting drop-down menu to create the time " "period, which can be edited later. Alternatively, select :guilabel:`Create " "and edit...` to reveal a :guilabel:`Create Recurring Plan` pop-up form. From" " this pop-up form, the new recurrence period can be configured, with " "specific :guilabel:`Details`, :guilabel:`Self-Service`, and " ":guilabel:`Pricing` options. When the configurations are complete, click the" " :guilabel:`Save & Close` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Custom time period pop-up form in Odoo Sales." msgstr "Odoo 銷售應用程式中的自訂時間段彈出表單。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:178 msgid "" "Lastly, add the desired price for this recurring price rule in the " ":guilabel:`Recurring Price` column." msgstr "最後，在 :guilabel:`重複價格` 直欄中，加入此重複價格規則所需的價格。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:182 msgid ":doc:`../../../subscriptions`" msgstr ":doc:`../../../subscriptions`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:185 msgid "Rental rules tab" msgstr "租賃規則分頁" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:187 msgid "" "Price rules can be configured for :doc:`rental products <../../../rental>` " "under the :guilabel:`Rental rules` tab, using the same methodology as the " ":guilabel:`Price Rules` and :guilabel:`Recurring Prices` tabs." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:191 msgid "" "To add a rental rule, click :guilabel:`Add a line`, and select a desired " "product in the :guilabel:`Products` column. Then, select any specific " ":guilabel:`Variants`, if necessary." msgstr "" "要新增租賃規則，請按一下 :guilabel:`新增資料行`，然後在 :guilabel:`產品` 直欄中選擇所需產品。之後，如有需要，可選擇任何特定的" " :guilabel:`變體`。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 msgid "" "Next, designate a :guilabel:`Period` of time for the rental rule (e.g. " "`Daily`, `Hourly`, etc.)." msgstr "接下來，為租賃規則指定一個 :guilabel:`周期`（例如 `每天`、`每小時` 等）。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:196 msgid "" "Lastly, configure a :guilabel:`Price` for the rental rule in the respective " "column." msgstr "最後，在對應的直欄中，為租賃規則設定一個 :guilabel:`價格`。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The rental tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 msgid "Ecommerce Tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204 msgid "" "Under the :guilabel:`Ecommerce` tab, price rules can be configured for " "products sold on an :doc:`Ecommerce website " "<../../../../websites/ecommerce/products>`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:207 msgid "" "To enable the pricelist to be visible, select the target website in the " ":guilabel:`Website` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:209 msgid "" "The :guilabel:`Selectable` can be enabled to allow the customer to choose " "this pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:211 msgid "" "Finally, promotional and loyalty codes can be added to the " ":guilabel:`E-commerce Promotional Code` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The Ecommerce tab in a pricelist configuration form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:218 msgid "Customer pricelist application" msgstr "套用客戶價目表" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:220 msgid "" "While the default pricelist applied to any customer is the :guilabel:`Public" " Pricelist`, Odoo provides the opportunity to directly apply a different " "pricelist to customers on their contact form." msgstr "雖然 :guilabel:`公用價目表` 是適用於所有客戶的預設價目表，但 Odoo 亦可讓你在客戶的聯絡表單上，直接套用不同的價目表。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 msgid "" "To do that, open the desired customer's contact form, either by navigating " "to :menuselection:`Sales app --> Orders --> Customers` and selecting the " "customer from the main :guilabel:`Customers` page, or by clicking on the " "customer's name on a sales order." msgstr "" "要執行此操作，請開啟所需客戶的聯絡表單，方法是前往 :menuselection:`銷售應用程式 --> 訂單 --> 客戶`，並從 " ":guilabel:`客戶` 主頁面中選擇客戶，或按一下銷售訂單上的客戶姓名。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "Odoo 銷售應用程式中的範例客戶詳細資料表單。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:231 msgid "" "On the desired customer's contact form, under the :guilabel:`Sales & " "Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist " "should be applied to this specific customer from the drop-down menu in the " ":guilabel:`Pricelist` field." msgstr "" "在所需客戶的聯絡資料表單上，請前往 :guilabel:`銷售及購買` 分頁下的 :guilabel:`銷售` 部份，從 :guilabel:`價目表`" " 欄位的下拉式選單中，指定要套用至該特定客戶的價目表。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "Odoo 銷售應用程式中，客戶詳細資料表單中的價目表欄位。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240 msgid "" "When a customer is added to the database, the default pricelist is " "automatically applied to them. There is **no way** to have a blank " "*Pricelist* field on a contact form. Even if that field is left blank, the " "default pricelist appears when that contact form is opened again." msgstr "" "將客戶新增至資料庫後，預設價目表會自動套用至他們。聯絡人表單的 *價目表* 欄位是 **不可** " "留空的。即使該欄位留空，再次開啟該聯絡人表單時，也會顯示預設價目表。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:244 msgid "" "However, when that contact is added to a quotation, and the *Pricelist* " "field is auto-populated (based on the information from their contact form), " "that predetermined pricelist can be removed from the *Pricelist* field, and " "the quotation can still be confirmed, and subsequently, turned into a sales " "order." msgstr "" "不過，當該聯絡人新增至報價單中，並自動填入 *價目表* 欄位時（根據聯絡人表單中的資訊），用戶仍可從 *價目表* " "欄位移除該預設價目表，此時報價單仍然可以進行確認，隨後轉換為銷售訂單。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:254 msgid "" "The *Discounts* feature allows the ability to set a discount or increase the" " price on *individual items* in a sales order. This is calculated as a " "percentage of that product's sales price." msgstr "**折扣** 功能讓你可以為銷售訂單中的 *個別項目* 設定折扣或提高售價。在此處，折扣是以產品銷售價格的某個百分比計算。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:257 msgid "" "To access discounts, navigate to the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click the " ":guilabel:`Discounts` checkbox, then click :guilabel:`Save`." msgstr "" "要使用折扣功能，請前往 *銷售* 應用程式的設定頁面（:menuselection:`銷售應用程式 --> 配置 --> 設定`），然後按一下 " ":guilabel:`折扣` 勾選方格，再按 :guilabel:`儲存` 。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Click the checkbox labeled Discounts to activate Discounts." msgstr "按下「折扣」勾選方格可啟動折扣功能。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:265 msgid "" "After the setting has been activated, navigate to the desired quotation by " "going to :menuselection:`Sales app --> Orders --> Quotations` at the top of " "the page. Once there, click on the desired quote from the list." msgstr "" "啟動設定後，請透過頁面頂部的 :menuselection:`銷售應用程式 --> 訂單 --> " "報價`，前往所需的報價單。到達後，在清單中按一下所需的報價。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:269 msgid "" "In the order lines section of the quotation form, a new column heading will " "appear labeled :guilabel:`Disc.%`. This column is used to set discounts on " "individual line items. Enter the desired discount for each product line and " "the new price will automatically be calculated in the quote " ":guilabel:`Total` at the bottom of the page." msgstr "" "在報價單的訂單資料行部份，會出現一個新的直欄標題，標示為 :guilabel:`折扣 " "%`。此欄位用作設定訂單內單一資料行項目的折扣。請為每個產品資料行輸入所需折扣，新的價格將會自動計算，在頁面底部的報價單 :guilabel:`總額` " "中顯示。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:275 msgid "" "A discount can also be added directly to a sales order in the same way. " "Navigate to :menuselection:`Sales app --> Orders --> Orders`, click on the " "desired sales order, and add the discount to :guilabel:`Disc.%` as described" " above." msgstr "" "你也可以用相同方式，將折扣直接加入銷售訂單中。請前往 :menuselection:`銷售應用程式 --> 訂單 --> " "訂單`，按一下所需的銷售訂單，然後將折扣新增至 :guilabel:`折扣 %`，步驟如上文所述。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The Dis.% heading will now appear in Order Lines." msgstr "「折扣 %」直欄標題現在會在訂單資料行顯示。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:284 msgid "" "Positive values for :guilabel:`Disc.%` will apply a *discount*, while " "negative values can be used to *increase* the price." msgstr ":guilabel:`折扣 %` 若為正數數值，表示會套用 **折扣** ；負數數值可用以 **增加** 個別項目售價。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 msgid "Discount button" msgstr "折扣按鈕" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:290 msgid "" "In Odoo 17, with the :ref:`Discounts setting ` enabled, a " ":guilabel:`Discount` button appears at the bottom of sales orders." msgstr "" "在 Odoo 17 中，啟用 :ref:`折扣設定 ` 後，銷售訂單底部會出現 :guilabel:`折扣` 按鈕。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "" "The discount button located at the bottom of a sales order form in the Odoo " "Sales app." msgstr "Odoo 銷售應用程式中，位於銷售訂單表單底部的折扣按鈕。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:297 msgid "" "When the :guilabel:`Discount` button on a sales order is clicked, a " ":guilabel:`Discount` pop-up window appears." msgstr "在銷售訂單上按下 :guilabel:`折扣` 按鈕時，會出現 :guilabel:`折扣` 彈出視窗。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:300 msgid "" "On this pop-up window, configure the :guilabel:`Discount` percentage, and " "select one of the following discount options: :guilabel:`On All Order " "Lines`, :guilabel:`Global Discount`, or :guilabel:`Fixed Amount`." msgstr "" "請在此彈出視窗中，配置 :guilabel:`折扣` " "百分比，然後選擇以下其中一個折扣選項：:guilabel:`套用至訂單所有資料行`、:guilabel:`全域折扣` 或 " ":guilabel:`固定金額`。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304 msgid "" ":guilabel:`On All Order Lines`: When selected, Odoo provides the ability to " "add the specified discount percentage (configured in the " ":guilabel:`Discount` field of the pop-up window) on all existing order lines" " of the sales order." msgstr "" ":guilabel:`套用至訂單所有資料行`：選擇後，可在銷售訂單所有現有的訂單資料行上，新增指定的折扣百分比（可在彈出視窗的 " ":guilabel:`折扣` 欄位中配置）。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:307 msgid "" ":guilabel:`Global Discount`: When selected, Odoo adds a discount product to " "the order, which has the cumulative value equivalent to the specified " "discount percentage (configured in the :guilabel:`Discount` field of the " "pop-up window). Any product added (or removed) *after* the discount is added" " does **not** affect the discount value on the order line." msgstr "" ":guilabel:`全域折扣`：選擇後，Odoo 會為訂單加入一個折扣產品，該產品的累積值相等於指定的折扣百分比（可在彈出視窗的 " ":guilabel:`折扣` 欄位中配置）。任何在新增此折扣 **之後** 加入或移除的產品，都 **不會** 影響訂單資料行上的折扣值。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:313 msgid "" "In this example, since the total of the order is $600, and there is a 30% " "global discount, that specific line is added to the sales order with a -180 " "value (which is 30% of $600)." msgstr "在此例中，由於訂單總額是 $600，而全域折扣為 30%，因此該資料行新增至銷售訂單時，數值會是 -$180（即 $600 的 30%）。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "The sales order with the applied global discount option in the Odoo Sales " "application." msgstr "Odoo 銷售應用程式中，套用了全域折扣選項的銷售訂單。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:320 msgid "" ":guilabel:`Fixed Amount`: When selected, the percentage designation in the " ":guilabel:`Discount` field turns to a monetary value (e.g. dollars), wherein" " a specific amount must be entered. This configured value is added as a " "discount line on the sales order." msgstr "" ":guilabel:`固定金額`：若選擇此項，:guilabel:`折扣` " "欄位指定的百分比，將變為貨幣值（例如：元），必須輸入特定金額。這裏配置的值會新增至銷售訂單中，作為折扣資料行。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:325 msgid "" "It is more beneficial to add a :guilabel:`Fixed Amount` discount after " "**all** desired products have been added to a sales order. If there are " "changes made to the sales order *after* the discount is added, make sure to " "change the value on the :guilabel:`Discount` line, or remove the line and " "add the discount again." msgstr "" "先將 **所有** 所需的產品加入銷售訂單，然後才新增 :guilabel:`固定金額` 折扣，這樣的做法較好。如果加入折扣 *之後* " "對銷售訂單進行修改，請記得更改 :guilabel:`折扣` 資料行上的數值，或刪除該行並再次新增折扣。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331 msgid "Conditions" msgstr "條件" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:333 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr ":guilabel:`建立價目表規則` 彈出表單的底部，是 :guilabel:`條件` 部分。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:336 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "在此處，請先為 :guilabel:`套用至` 欄位，選擇其中一個選項：" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:338 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr ":guilabel:`所有產品`：進階價目表規則會套用至所有產品。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:339 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr ":guilabel:`產品類別`：進階價目表規則將套用於指定類別的產品。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:341 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr ":guilabel:`產品`：進階價目表規則將套用於指定產品。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:342 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr ":guilabel:`產品變體`：進階價目表規則將套用至指定的產品款式變體。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " ":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product " "Variant` must be chosen." msgstr "" "如果選擇 :guilabel:`所有產品` 以外的任何選項，系統會按照特定選項，顯示一個新的欄位，在該處必須選擇指定的 " ":guilabel:`產品類別`、:guilabel:`產品` 或 :guilabel:`產品變體`。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" "之後，請在 :guilabel:`最低數量` 欄位中，選擇要套用高級價目表規則的最低購買數量。最後，在 :guilabel:`有效期` " "欄位中，選擇價目表項目生效的日期範圍。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:353 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" "完成所有配置後，按一下 :guilabel:`儲存並關閉`，以儲存進階價目表規則，或按一下 " ":guilabel:`儲存並新增`，以立即在新的表單上，建立另一個進階價目表規則。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "如果為某項特定產品設定了價格規則，並為該產品所屬的產品類別設定了另一個價格規則，Odoo 將會採用產品本身的規則。" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:362 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:363 msgid ":doc:`/applications/websites/ecommerce/products/price_management`" msgstr ":doc:`/applications/websites/ecommerce/products/price_management`" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "Import products" msgstr "匯入產品" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" "Odoo *Sales* provides a template for importing products with categories and " "variants, which can be opened and edited with any spreadsheet software " "(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" "Odoo *銷售* 應用程式提供一個範本，可用於匯入具有類別和款式變體的產品。該範本可以使用任何試算表軟體（Microsoft " "Excel、OpenOffice、Google Sheets 等）開啟和編輯。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" "When this spreadsheet is filled out properly, it can be quickly uploaded to " "the Odoo database. When uploaded, those products are instantly added, " "accessible, and editable in the product catalog." msgstr "正確填寫此試算表後，可以快速上載至 Odoo 資料庫。上載後，這些產品會立即在產品目錄中加入，即時可存取和編輯。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:12 msgid "Import template" msgstr "匯入範本" #: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" "In order to import products with categories and variants, the *Import " "Template for Products* **must** be downloaded. Once downloaded, the template" " can be adjusted and customized, and then uploaded back into the Odoo " "database." msgstr "要匯入具有類別和款式變體的產品， **必須** 下載 *產品匯入範本* 。下載後，你可以調整和自訂範本，然後上傳回 Odoo 資料庫。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" "To download the necessary import template, navigate to :menuselection:`Sales" " app --> Products --> Products`. On the :guilabel:`Products` page, click the" " :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " "drop-down menu." msgstr "" "若要下載必要的匯入範本，請前往 :menuselection:`銷售應用程式 --> 產品 --> 產品`。在 :guilabel:`產品` " "頁面上，點選左上角的 :guilabel:`⚙️ (齒輪)` 圖示。這樣做會顯示一個下拉式選單。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" "From this drop-down menu, select the :guilabel:`Import records` option." msgstr "在下拉式選單中，選擇 :guilabel:`匯入記錄` 選項。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The Import records option selectable from the gear icon on the Products page" " in Odoo Sales." msgstr "匯入記錄選項可在 Odoo 銷售應用程式中的產品頁面，按下齒輪圖示選擇。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" "Selecting :guilabel:`Import records` reveals a separate page with a link to " "download the :guilabel:`Import Template for Products`. Click that link to " "download the template." msgstr "" "選擇 :guilabel:`匯入記錄` 會顯示一個單獨的頁面，其中包含下載 :guilabel:`產品匯入範本` 的連結。按一下該連結，以下載範本。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 msgid "" "Once the template download is complete, open the spreadsheet file to " "customize it." msgstr "範本下載完成後，開啟試算表檔案，以進行自訂。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:38 msgid "Customize product import template" msgstr "自訂產品匯入範本" #: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" "When the import template has been downloaded and opened, it's time to modify" " its contents. However, before any changes are made, there are a few " "elements to keep in mind during the process:" msgstr "下載並開啟匯入範本後，就可以修改其內容。但進行任何更改之前，有幾點需要在此操作過程中記住：" #: ../../content/applications/sales/sales/products_prices/products/import.rst:43 msgid "" "Feel free to remove any columns that aren't deemed necessary. But, it is " "*strongly* advised that the :guilabel:`Internal Reference` column remains." msgstr "請放心刪除任何認為不需要的欄位。但是， *強烈* 建議保留 :guilabel:`內部參考` 欄位。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:46 msgid "" "While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " "the :guilabel:`Internal Reference` column for each product can be helpful in" " many cases. This can even be from previous software spreadsheets to ease " "the transition into Odoo." msgstr "" "雖然並非強制，但為每個產品的 :guilabel:`內部參考` 欄位設定一個獨特識別碼（例如 " "`FURN_001`），在許多情況下會很有用，甚至可以協助舊軟體的試算表輕鬆過渡至 Odoo 系統。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:50 msgid "" "For example, when updating imported products, the same file can be imported " "several times without creating duplicates, thus enhancing the efficiency and" " simplicity of imported product management." msgstr "例如，在更新匯入產品時，可以多次匯入相同的檔案，而不會建立重複項，從而提高匯入產品的管理效率及簡化工序。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:52 msgid "" "Do **not** change the labels of columns that are meant to be imported. " "Otherwise, Odoo won't recognize them, forcing the user to map them on the " "import screen manually." msgstr "請 **不要** 更改想要匯入直欄的標籤。否則，Odoo 將無法識別它們，要靠使用者在匯入畫面將它們手動配對。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:54 msgid "" "Feel free to add new columns to the template spreadsheet, if desired. " "However, to be added, those fields **must** exist in Odoo. If Odoo can't " "match the column name with a field, it can be matched manually during the " "import process." msgstr "" "如有需要，請隨意在範本試算表中新增直欄。但需要留意，這些欄位 **必須** 在 Odoo 中存在。如果 Odoo " "無法將欄名配對至欄位，可在匯入過程中手動配對。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:58 msgid "" "During the import process of the completed template, Odoo reveals a page " "showcasing all the elements of the newly-configured product template " "spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " "and :guilabel:`Comments`." msgstr "" "在匯入已完成範本的過程中，Odoo 會顯示一個頁面，顯示新配置的產品範本試算表的所有元素，由 " ":guilabel:`檔案欄`、:guilabel:`Odoo 欄位` 及 :guilabel:`備註` 分隔。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:62 msgid "" "To manually match a column name with a field in Odoo, click the " ":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " "that needs a manual adjustment, and select the appropriate field from that " "drop-down menu." msgstr "" "若要手動將欄名與 Odoo 中的欄位配對，請按一下需要手動調整的 :guilabel:`檔案欄` 旁邊的 :guilabel:`Odoo 欄位` " "下拉式選單，然後從該下拉式選單中，選擇適當的欄位。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:0 msgid "" "The Odoo Field drop-down menu next to a Field Column that needs to be " "manually adjusted." msgstr "需要手動調整的欄位直欄旁邊的 Odoo 欄位下拉式選單。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:71 msgid "Import product template spreadsheet" msgstr "匯入產品範本試算表" #: ../../content/applications/sales/sales/products_prices/products/import.rst:73 msgid "" "After customizing the product template spreadsheet, return to the Odoo " "product import page, where the template download link is found, and click " "the :guilabel:`Upload File` button in the upper-left corner." msgstr "" "自訂產品範本試算表後，返回 Odoo 產品匯入頁面，在該頁面中找出範本下載連結，然後按一下左上角的 :guilabel:`上載檔案` 按鈕。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The upload file button on the import products template download page in Odoo" " Sales." msgstr "Odoo 銷售應用程式中，匯入產品範本下載頁面的上載檔案按鈕。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:81 msgid "" "Then, a pop-up window appears, in which the completed product template " "spreadsheet file should be selected and uploaded to Odoo." msgstr "然後，系統會出現一個彈出窗口，你應在該處選擇已完成的產品範本試算表檔案，將其上載至 Odoo。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:84 msgid "" "After that, Odoo reveals a page showcasing all the elements of the newly-" "configured product template spreadsheet, separated by :guilabel:`File " "Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." msgstr "" "再之後，Odoo 會顯示一個頁面，展示新配置的產品範本試算表的所有元素，由 :guilabel:`檔案欄`、:guilabel:`Odoo 欄位` 及 " ":guilabel:`備註` 分隔。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import a file page in Odoo Sales after a product template has been " "uploaded." msgstr "上載產品範本後，Odoo 銷售應用程式中的匯入檔案頁面。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:91 msgid "" "From here, the :guilabel:`File Column` can be manually assigned to an " ":guilabel:`Odoo Field`, if necessary." msgstr "如有需要，可在此處手動將 :guilabel:`檔案欄` 分配給 :guilabel:`Odoo 欄位`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:94 msgid "" "To make sure everything is appropriate, and all the columns and fields are " "lined up accurately, click the :guilabel:`Test` button in the upper-left " "corner." msgstr "為了確保一切設定正確，以及所有直欄及欄位都準確排列和配對，請按一下左上角的 :guilabel:`測試` 按鈕。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:97 msgid "" "If everything is lined up and applied correctly, Odoo reveals a blue banner " "at the top of the page, informing the user that :guilabel:`Everything seems " "valid`." msgstr "若所有設定都已正確排列並套用，Odoo 會在頁面頂部顯示藍色橫幅，通知使用者 :guilabel:`似乎一切有效`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The everything seems valid message that appears if file columns are entered " "correctly." msgstr "如果檔案欄輸入正確，會出現「似乎一切有效」訊息。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:104 msgid "" "If there are any errors, Odoo reveals a red banner at the top of the page, " "with instructions of where to locate the specific issues, and how to fix " "them." msgstr "如果出現任何錯誤，Odoo 會在頁面頂部顯示一個紅色橫幅，當中提供有關問題在何處找到，以及如何修復這些問題的說明。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import error message that appears if file columns don't match an Odoo " "Field." msgstr "如果檔案欄與 Odoo 欄位不匹配，會顯示匯入錯誤訊息。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:111 msgid "" "Once those errors are fixed, click :guilabel:`Test` again to ensure all " "necessary issues have been remedied appropriately." msgstr "修復這些錯誤後，再次按一下 :guilabel:`測試`，以確保所有要處理的問題均已作出適當修正。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:114 msgid "" "If additional product template spreadsheets need to be uploaded, click the " ":guilabel:`Load File` button, select the desired product template " "spreadsheet, and repeat the process." msgstr "若需要上載其他產品範本試算表，請按一下 :guilabel:`載入檔案` 按鈕，選擇所需的產品範本試算表，然後重複以上步驟。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:117 msgid "When everything is ready, click the :guilabel:`Import` button." msgstr "一切準備就緒後，按一下 :guilabel:`匯入` 按鈕。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:119 msgid "" "When clicked, Odoo instantly imports those products, and reveals the main " ":guilabel:`Products` page, with a pop-up message in the upper-right corner. " "This pop-up message informs the user how many products were successfully " "imported." msgstr "" "按下後，Odoo 會立即匯入這些產品，並顯示主 :guilabel:`產品` 頁面，在右上角顯示彈出訊息。此彈出訊息通知用戶，已成功匯入多少產品。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The pop-up window that appears after a successful product import process in " "Odoo Sales." msgstr "在 Odoo 銷售應用程式中，成功匯入產品後出現的彈出視窗。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:127 msgid "" "At this point, all the newly-imported products are accessible and editable " "via the :guilabel:`Products` page." msgstr "此時，所有新匯入的產品都可以透過 :guilabel:`產品` 頁面去存取和編輯。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:131 msgid "Import relation fields, attributes, and variants" msgstr "匯入關係欄位、屬性及款式變體" #: ../../content/applications/sales/sales/products_prices/products/import.rst:133 msgid "" "It's important to note that an Odoo object is always related to many other " "objects. For example, a product is linked to product categories, attributes," " vendors, and things of this nature. These links/connections are known as " "relations." msgstr "" "需要留意的是，Odoo 物件始終會與許多其他物件相關。例如，一項產品會連結至產品類別、屬性、供應商等等類似性質的事物。這些關聯或連結，稱為「關係」。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:138 msgid "" "In order to import product relations, the records of the related object " "**must** be imported *first* from their own list menu." msgstr "要匯入產品關係， **必須** 先從它們自己的清單選單中，匯入相關物件的記錄。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:142 msgid "Relation fields" msgstr "關係欄位" #: ../../content/applications/sales/sales/products_prices/products/import.rst:144 msgid "" "On product forms in Odoo, there are a number of fields that can be modified " "and customized at any time. These fields are found under every tab on a " "product form. While these fields are easily editable directly on the product" " form, they can also be modified via a product import." msgstr "" "Odoo " "的產品表單上，有許多欄位可以隨時修改和自訂。這些欄位是在產品表單的每個分頁下。雖然這些欄位可直接在產品表單上輕鬆編輯，但也可以透過產品匯入的操作，去進行修改。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:148 msgid "" "As mentioned, relation fields of this nature can **only** be imported for " "products if they already exist in the database. For example, if a user " "attempts to import a product with a *Product Type*, it can only be one of " "the preconfigured product types existing in the database (e.g. *Storable " "Product*, *Consumable*, etc.)." msgstr "" "如上文所述，如果產品已存在於資料庫中，你 **只可** 為產品匯入相同性質的關係欄位。例如，如果使用者嘗試匯入具有 *產品類型* " "的產品，則該產品只能是資料庫中現存、已預先配置的產品類型之一，例如 *可儲存產品* 、 *消耗品* 等。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:153 msgid "" "To import information for a relation field on a product import template " "spreadsheet, add the name of the field as a column name/title on the " "spreadsheet. Then, on the appropriate product line, add the desired relation" " field option." msgstr "若要匯入產品匯入範本試算表上的關係欄位資訊，請在試算表新增欄位名稱，作為欄名/標題。然後，在適當的產品資料行上，新增所需的關係欄位選項。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:157 msgid "" "When all desired relation field information has been entered, save the " "spreadsheet, and import it to the database, per the process mentioned above " "(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " "Import records --> Upload File`)." msgstr "" "輸入全部所需的關係欄位資訊後，請按照上述流程，儲存試算表並將其匯入資料庫（:menuselection:`銷售應用程式 --> 產品 --> 產品 " "--> ⚙️ (齒輪) 圖示 --> 匯入記錄 --> 上載檔案`）。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:161 msgid "" "Once the spreadsheet with the newly-configured relation field information " "has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page." msgstr "上載新配置關係欄位資訊的試算表後，按一下 :guilabel:`匯入`，Odoo 會返回 :guilabel:`產品` 頁面。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:164 msgid "" "When the newly-changed/modified products, complete with the new relation " "field information, has been imported and uploaded, that new information can " "be found on the :guilabel:`Products` page." msgstr "新更改/新修改的產品，以及新的關係欄位資訊完成匯入並上載後，你可在 :guilabel:`產品` 頁面找到新資訊。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:168 msgid "Attributes and values" msgstr "屬性及屬性值" #: ../../content/applications/sales/sales/products_prices/products/import.rst:170 msgid "" "Odoo also allows users to import product attributes and values that can be " "used for products that already exist in the database, and/or with imported " "products." msgstr "Odoo 亦容許使用者匯入產品屬性及屬性值，供資料庫現存產品及/或匯入產品使用。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:173 msgid "" "To import attributes and values, a separate spreadsheet or CSV file " "dedicated to attributes and values **must** be imported and uploaded before " "they can be used for other products." msgstr "要匯入屬性及屬性值， **必須** 匯入並上載由屬性及屬性值專用的獨立試算表或 CSV 檔案，才可將它們用於其他產品。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:176 msgid "" "The column names/titles of the attributes and values spreadsheet should be " "as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " ":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." msgstr "" "屬性及屬性值試算表的欄名/標題，應如下所示：:guilabel:`屬性`、:guilabel:`顯示類型`、:guilabel:`變體建立模式` 及 " ":guilabel:`屬性值`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "An attributes and values spreadsheet template for imports." msgstr "用於匯入操作的屬性及屬性值試算表範本。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:184 msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." msgstr ":guilabel:`屬性`：屬性名稱（例如 `尺碼`）。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:185 msgid "" ":guilabel:`Display Type`: display type used in the product configurator. " "There are three display type options:" msgstr ":guilabel:`顯示類型`：產品配置器中使用的顯示類型。有三種顯示類型選項：" #: ../../content/applications/sales/sales/products_prices/products/import.rst:188 msgid ":guilabel:`Radio`: values displayed as radio buttons" msgstr ":guilabel:`單選`：以單選圓鈕顯示屬性值" #: ../../content/applications/sales/sales/products_prices/products/import.rst:189 msgid ":guilabel:`Selection`: values displayed in a selection list" msgstr ":guilabel:`選單`：以選擇清單顯示屬性值" #: ../../content/applications/sales/sales/products_prices/products/import.rst:190 msgid ":guilabel:`Color`: values denoted as a color selection" msgstr ":guilabel:`顏色`：以顏色選擇表示屬性值" #: ../../content/applications/sales/sales/products_prices/products/import.rst:192 msgid "" ":guilabel:`Variant Creation Mode`: how the variants are created when applied" " to a product. There are three variant creation mode options:" msgstr ":guilabel:`變體建立模式`：套用至產品時，如何建立變體。有三種變體建立模式選項：" #: ../../content/applications/sales/sales/products_prices/products/import.rst:195 msgid "" ":guilabel:`Instantly`: all possible variants are created as soon as the " "attribute, and its values, are added to a product" msgstr ":guilabel:`即時`：將屬性及屬性值加入產品後，立即建立所有可能的款式變體" #: ../../content/applications/sales/sales/products_prices/products/import.rst:197 msgid "" ":guilabel:`Dynamically`: each variant is created **only** when its " "corresponding attributes and values are added to a sales order" msgstr ":guilabel:`動態`：每種款式變體 **只會** 在對應的屬性及屬性值新增至銷售訂單時，才會建立" #: ../../content/applications/sales/sales/products_prices/products/import.rst:199 msgid ":guilabel:`Never`: variants are **never** created for the attribute" msgstr ":guilabel:`永不`： **永遠不會** 為該屬性建立變體" #: ../../content/applications/sales/sales/products_prices/products/import.rst:202 msgid "" "The :guilabel:`Variants Creation Mode` **cannot** be changed once the " "attribute is used on at least one product." msgstr "如果有最少一種產品使用了某項屬性，便不可更改該屬性的 :guilabel:`變體建立模式`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:205 msgid "" ":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " "If there are multiple values for the same attribute, the values need to be " "in individual lines on the spreadsheet." msgstr ":guilabel:`屬性值`：與對應屬性相關的值。如果相同屬性有多個值，這些值需要在試算表中以單獨的資料行記載。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:208 msgid "" "Once the desired attributes and values have been entered and saved in the " "spreadsheet, it's time to import and upload it into Odoo. To do that, " "navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " "⚙️ (gear) icon --> Import records --> Upload File`." msgstr "" "在試算表輸入並儲存所需的屬性及屬性值後，就可以將它們匯入並上載至 Odoo。要執行此操作，請前往 :menuselection:`銷售應用程式 --> " "配置 --> 屬性 --> ⚙️ (齒輪) 圖示 --> 匯入記錄 --> 上載檔案`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:212 msgid "" "Once the spreadsheet with the newly-configured attributes and values has " "been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Attributes` page. That's where those newly-added attributes and " "values can be found and edited, if necessary." msgstr "" "上載包含新配置屬性及屬性值的試算表後，按一下 :guilabel:`匯入`，Odoo 將返回 :guilabel:`屬性` " "頁面。如有需要，可在該處查看和編輯這些新加入的屬性及屬性值。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:216 msgid "" "As mentioned previously, when attributes and values have been added to the " "Odoo database, they can be used for existing or imported products." msgstr "如之前所述，將屬性及屬性值新增至 Odoo 資料庫後，它們可用於現有或匯入的產品。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:222 msgid "" "When product attributes and values are configured in the database, they can " "be used on product import spreadsheets to add more information and detail to" " products being imported." msgstr "在資料庫配置產品屬性及屬性值後，可在產品匯入試算表中使用它們，為匯入的產品加入更多資訊及詳情。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:225 msgid "" "To import products with product attributes and values, the product import " "template spreadsheet must be configured with specific :guilabel:`Product " "Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " ":guilabel:`Name` columns." msgstr "" "要匯入具有產品屬性及屬性值的產品，必須使用特定的 :guilabel:`產品屬性`、:guilabel:`產品屬性值` 及 :guilabel:`名稱`" " 直欄，去配置產品匯入範本試算表。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:229 msgid "" "There can be other columns, as well, but these columns are **required** in " "order to properly import products with specific variants." msgstr "還可以有其他直欄，但上述的直欄是 **必須** 使用的，以便正確匯入具有特定款式變體的產品。" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "Product variants spreadsheet with product attributes and variants for import" " purposes." msgstr "產品變體試算表，其中包含用於匯入用途的產品屬性及款式變體。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:236 msgid ":guilabel:`Name`: product name" msgstr ":guilabel:`名稱`：產品名稱" #: ../../content/applications/sales/sales/products_prices/products/import.rst:237 msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" msgstr ":guilabel:`產品屬性`：屬性名稱" #: ../../content/applications/sales/sales/products_prices/products/import.rst:238 msgid "" ":guilabel:`Product Attributes / Values`: values pertaining to the " "corresponding attribute" msgstr ":guilabel:`產品屬性值`：與對應屬性相關的值" #: ../../content/applications/sales/sales/products_prices/products/import.rst:241 msgid "" "To import multiple values, separate them by *just* a comma, **not** a comma " "followed by a space, in the product import template spreadsheet (e.g. " "`furniture,couch,home`)." msgstr "若要匯入多個值，請在產品匯入範本試算表中， **只用** 逗號分隔它們，而 **不是** 逗號後跟空格。例如：`家具,沙發,家居用品`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:244 msgid "" "When the desired products and product variants have been entered and saved " "in the spreadsheet, it's time to import and upload them into Odoo. To do " "that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" " (gear) icon --> Import records --> Upload File`." msgstr "" "在試算表輸入並儲存所需的產品及產品款式變體後，就可以將它們匯入並上載至 Odoo。要執行此操作，請前往 :menuselection:`銷售應用程式 " "--> 產品 --> 產品 --> ⚙️ (齒輪) 圖示 --> 匯入記錄 --> 上載檔案`。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:248 msgid "" "Once the spreadsheet with the newly-configured products and product variants" " has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page. That's where the newly-added products can be " "found." msgstr "" "上載新配置產品及產品變體的試算表後，按一下 :guilabel:`匯入`，Odoo 將返回 :guilabel:`產品` " "頁面。在該處，可以找到新加入的產品。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:252 msgid "" "To view and modify the attributes and variants on any products, select the " "desired product from the :guilabel:`Products` page, and click the " ":guilabel:`Attributes \\& Variants` tab." msgstr "" "若要檢視和修改任何產品的屬性及款式變體，請在 :guilabel:`產品` 頁面選擇所需產品，然後按一下 :guilabel:`屬性及變體` 分頁標籤。" #: ../../content/applications/sales/sales/products_prices/products/import.rst:256 msgid ":doc:`variants`" msgstr ":doc:`款式變體`" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Product images with Google Images" msgstr "使用 Google 圖片設定產品圖片" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" "Having appropriate product images in Odoo is useful for a number of reasons." " However, if a lot of products need images, assigning them can become " "incredibly time-consuming." msgstr "在 Odoo 系統中擁有適當的產品圖片，是非常有用，原因有很多。不過，如果有大量產品需要加入圖像，處理上可能會非常耗時。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" "Fortunately, by configuring the *Google Custom Search* API within an Odoo " "database, finding product images for products (based on their barcode) is " "extremely efficient." msgstr "幸好，你可為 Odoo 資料庫配置 *Google 自訂搜尋* API，利用產品的條碼為產品搜尋圖片，提升效率。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 msgid "" "In order to utilize *Google Custom Search* within an Odoo database, both the" " database and the Google API must be properly configured." msgstr "要在 Odoo 資料庫使用 *Google 自訂搜尋* ，必須先正確配置資料庫及 Google API。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 msgid "" "Free Google accounts allow users to select up to 100 free images per day. If" " a higher amount is needed, a billing upgrade is required." msgstr "Google 的免費帳戶允許用戶每天選擇最多 100 張免費圖片。如果需要更多，便要購買收費升級。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Google API Dashboard" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " "Search API credentials. Then, log in with a Google account. Next, agree to " "their :guilabel:`Terms of Service` by checking the box, and clicking " ":guilabel:`Agree and Continue`." msgstr "" "首先前往 `Google 雲端平台 API 及服務 ` 頁面，產生 " "Google 自訂搜尋 API 憑證，然後使用 Google 帳戶登入。之後，選取勾選方格以同意他們的 :guilabel:`服務條款`，然後按一下 " ":guilabel:`同意並繼續`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" "From here, select (or create) an API project to store the credentials. Start" " by giving it a memorable :guilabel:`Project Name`, select a " ":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" "在該處，選擇（或建立）一個 API 專案，用作儲存憑證。首先為它命名一個容易記住的 :guilabel:`專案名稱`，選擇 " ":guilabel:`位置`（如有），然後按一下 :guilabel:`建立`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" "With the :guilabel:`Credentials` option selected in the left sidebar, click " ":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " "drop-down menu." msgstr "" "在左方側邊欄選擇 :guilabel:`憑證` 選項後，按一下 :guilabel:`建立憑證`，然後從下拉式選單中，選擇 :guilabel:`API" " 金鑰`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform." msgstr "Google 雲端平台上的 API 及服務頁面。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" "Doing so reveals an :guilabel:`API key created` pop-up window, containing a " "custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " "pop-up window -- it will be used later. Once the key is copied (and saved " "for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" "這樣做會顯示一個 :guilabel:`API 金鑰已建立` 彈出視窗，當中包含自訂的 :guilabel:`API 金鑰`。請在彈出視窗中複製並儲存 " ":guilabel:`你的 API 金鑰`，稍後將會有用。複製金鑰並儲存以供日後使用之後，可按一下 :guilabel:`關閉` 以關閉彈出視窗。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The API key created pop-up window that appears." msgstr "會出現的「API 金鑰已建立」彈出視窗。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 msgid "On this page, search for `Custom Search API`, and select it." msgstr "在此頁面上，搜尋 `自訂搜尋 API`，然後選擇它。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "Google 雲端平台上包含「自訂搜尋 API」的搜尋列。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" "From the :guilabel:`Custom Search API` page, enable the API by clicking " ":guilabel:`Enable`." msgstr "在 :guilabel:`自訂搜尋 API` 頁面中，按一下 :guilabel:`啟用` 以啟用 API。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "\"Custom Search API\" page with Enable button highlighted on Google Cloud " "Platform." msgstr "Google 雲端平台上的「自訂搜尋 API」頁面，當中反白顯示「啟用」按鈕。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 msgid "Google Programmable Search dashboard" msgstr "Google 可編程搜尋Dashboard" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" "Next, go to `Google Programmable Search Engine " "`_, and click either of the " ":guilabel:`Get started` buttons. Log in with a Google account, if not " "already logged in." msgstr "" "之後，前往 `Google 可編程搜尋引擎 " "`_，然後按一下任何一個 :guilabel:`開始使用` " "按鈕。若尚未登入，請使用 Google 帳戶登入。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "附有「開始使用」按鈕的 Google 可編程搜尋引擎頁面。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" "On the :guilabel:`Create a new search engine` form, fill out the name of the" " search engine, along with what the engine should search, and be sure to " "enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" "在 :guilabel:`建立新搜尋引擎` 表單上，填寫搜尋引擎的名稱，以及搜尋引擎應搜尋的內容，並確保啟用 :guilabel:`圖片搜尋` 及 " ":guilabel:`安全搜尋`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "Create new search engine form that appears with search engine " "configurations." msgstr "與搜尋引擎配置一起顯示的「建立新搜尋引擎表單」。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 msgid "Validate the form by clicking :guilabel:`Create`." msgstr "按一下 :guilabel:`建立`，以驗證表格。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" "Doing so reveals a new page with the heading: :guilabel:`Your new search " "engine has been created`." msgstr "這樣做會顯示一個新頁面，標題為：:guilabel:`你的新搜尋引擎已建立`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Your New Search Engine Has Been Created page that appears with copy " "code." msgstr "「你的新搜尋引擎已建立」頁面將顯示，並帶有複製代碼。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" "From this page, click :guilabel:`Customize` to open the " ":menuselection:`Overview --> Basic` page. Then, copy the ID in the " ":guilabel:`Search engine ID` field. This ID is needed for the Odoo " "configuration." msgstr "" "在此頁面中，按一下 :guilabel:`自訂` 以開啟 :menuselection:`概覽 --> 基本` 頁面。然後，將識別碼（ID）複製至 " ":guilabel:`搜尋引擎識別碼` 欄位。此識別碼是為 Odoo 配置所需要。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Basic overview page with search engine ID field." msgstr "附有搜尋引擎識別碼欄位的基本概覽頁面。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 msgid "Odoo" msgstr "Odoo" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" "In the Odoo database, go to the :menuselection:`Settings app` and scroll to " "the :guilabel:`Integrations` section. From here, check the box beside " ":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" "在 Odoo 資料庫內，前往 :menuselection:`設定應用程式` 並捲動至 :guilabel:`整合` 部份。在此處，勾選 " ":guilabel:`Google 圖片` 旁邊的方格，然後按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Google Images setting in the Odoo Settings app page." msgstr "Odoo 設定應用程式頁面中的 Google 圖片設定。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" "Next, return to the :menuselection:`Settings app`, and scroll to the " ":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " ":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " "Images` feature." msgstr "" "接下來，返回 :menuselection:`設定應用程式`，然後捲動至 :guilabel:`整合` 部份。然後，在 " ":guilabel:`Google 圖片` 功能下方的欄位中，輸入 :guilabel:`API 金鑰` 及 :guilabel:`搜尋引擎識別碼`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 msgid "Click :guilabel:`Save`." msgstr "按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "Product images in Odoo with Google Custom Search API" msgstr "在 Odoo 中使用 Google 自訂搜尋 API 產生的產品圖片" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" "Adding images to products in Odoo can be done on any product or product " "variant. This process can be completed in any Odoo application that provides" " access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" "你可以為 Odoo 內的任何產品或產品款式變體，加入圖片。此操作可在任何能夠存取產品頁面的 Odoo 應用程式內完成（例如： *銷售* 、 *庫存* " "等應用程式）。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" "Below is a step-by-step guide detailing how to utilize the *Google Custom " "Search API* to assign images to products in Odoo using the Odoo *Sales* " "application:" msgstr "下文會逐步詳細介紹，如何在 Odoo *銷售* 應用程式中，利用 *Google 自訂搜尋 API* 將圖片指派給 Odoo 內的產品：" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 msgid "" "Navigate to the :guilabel:`Products` page in the *Sales* app " "(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " ":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " "app --> Products --> Product Variants`)." msgstr "" "首先前往 *銷售* 應用程式中的 :guilabel:`產品` 頁面（:menuselection:`銷售應用程式 --> 產品 --> " "產品`）。或者，前往 *銷售* 應用程式中的 :guilabel:`產品變體` 頁面（:menuselection:`銷售應用程式 --> 產品 -->" " 產品變體`）。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 msgid "Select the desired product that needs an image." msgstr "選擇需要加入圖片的目標產品。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 msgid "" "Only products (or product variants) that have a barcode, but **not** an " "image, are processed." msgstr "系統只會處理有條碼但 **沒有** 圖片的產品（或產品款式變體）。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 msgid "" "If a product with one or more variants is selected, each variant that " "matches the aforementioned criteria is processed." msgstr "若選擇了擁有一個或多個款式變體的產品，每項符合上述準則的變體，都會獲得處理。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 msgid "" "Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " ":guilabel:`Get Pictures from Google Images` from the menu that pops up." msgstr "" "在產品頁面上按一下 :guilabel:`操作 ⚙️ (齒輪)` 圖示，然後從彈出的選單中，選擇 :guilabel:`從 Google " "圖片取得圖片`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Get Pictures from Google Images option from the Action drop-down menu in" " Odoo." msgstr "在 Odoo 中，「操作」下拉式選單中的「從 Google 圖片取得圖片」選項。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." msgstr "在出現的彈出視窗中，按一下 :guilabel:`取得圖片`。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The pop-up that appears in which the user should click Get Picture in Odoo " "Sales." msgstr "在 Odoo 銷售應用程式中出現的彈出視窗，當中使用者應按下「取得圖片」。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 msgid "Once clicked, the image(s) will appear incrementally." msgstr "按下後，圖片將會逐一顯示。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 msgid "" "Only the first 10 images are fetched immediately. If you selected more than " "10, the rest are fetched as a background job." msgstr "系統只會立即讀取首 10 張圖片。如果你選擇操作的數量超過 10 張，其餘的圖片會透過後台作業取得。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 msgid "" "The background job processes about 100 images in a minute. If the quota " "authorized by Google (either with a free or a paid plan) is reached, the " "background job puts itself on hold for 24 hours. Then, it will continue " "where it stopped the day before." msgstr "" "後台作業每分鐘可處理約 100 張圖片。如果達到 Google 授權的限額（無論是免費或是付費方案），後台作業會自行暫停 24 " "小時，之後會由前一天停止運作的地方繼續。" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" "`建立、修改或關閉你的 Google 雲端收費帳戶 `_" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " "characteristics and options for customers to choose from, such as size, " "style, or color, just to name a few." msgstr "產品「變體」（variant）用於為單一產品提供多種不同的特性及選項，讓客戶選擇，例如尺寸、風格或顏色等。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:8 msgid "" "Products variants can be managed via their individual product template, or " "by navigating to either the :guilabel:`Product Variants` or " ":guilabel:`Attributes` page. All of these options are located within the " "Odoo *Sales* application." msgstr "" "產品款式變體可透過自己獨立的產品範本，或在 :guilabel:`產品變體` 或 :guilabel:`屬性` 頁面進行管理。這些選項全部都位於 " "Odoo *銷售* 應用程式內。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:13 msgid "" "An apparel company has the following variant breakdown for one their best-" "selling t-shirts:" msgstr "舉例，一間服裝公司對某款暢銷 T 恤，作了以下變體細分：" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "男女通用經典 T 恤" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "顏色：藍、紅、白、黑" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "尺碼：S、M、L、XL、XXL" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:20 msgid "" "Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a" " specific product variant." msgstr "在此例中，「 **T 恤** 」是產品範本，而「 **T 恤：藍色，S** 」是具體的產品款式變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:23 msgid "" "**Color** and **Size** are *attributes*, and the corresponding options (like" " **Blue** and **S**) are *values*." msgstr "其中， *顏色* 及 *尺碼* 稱為 **屬性** ，而相應的選項（例如 *藍色* 及 *S* ）是 **值** ，或稱為屬性值。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:26 msgid "" "In this instance, there is a total of twenty different product variants: " "four **Color** options multiplied by five **Size** options. Each variant has" " its own inventory count, sales totals, and other similar records in Odoo." msgstr "" "在本例中，共有 20 種不同的產品變體：4 款 **顏色** 選項乘以 5 款 **尺碼** 選項。每種款式變體在 Odoo " "系統內，都有自己的庫存數目、銷售總額及其他類似記錄。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:31 msgid ":ref:`ecommerce/products/product-variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:36 msgid "" "To use product variants, the *Variants* setting **must** be activated in the" " Odoo *Sales* application." msgstr "要使用產品變體，首先 **必須** 在 Odoo *銷售* 應用程式中，啟動 *變體* 設定。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:39 msgid "" "To do that, go to :menuselection:`Sales app --> Configuration --> Settings`," " and locate the :guilabel:`Product Catalog` section at the top of the page." msgstr "" "要執行此操作，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，然後在頁面頂部找出 :guilabel:`產品目錄` " "部份。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "" "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "在該部份中，選取勾選方格，以啟用 :guilabel:`變體` 功能。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Activating product variants on the Settings page of the Odoo Sales " "application." msgstr "在 Odoo 銷售應用程式的「設定」頁面上啟動產品變體功能。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "" "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "然後，在 :guilabel:`設定` 頁面頂部，按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "屬性" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:53 msgid "" "Before product variants can be set up, attributes **must** be created. To " "create, manage, and modify attributes, navigate to :menuselection:`Sales app" " --> Configuration --> Attributes`." msgstr "" "在可以設定產品變體之前， **必須** 先建立屬性。若要建立、管理及修改屬性，請前往 :menuselection:`銷售應用程式 --> 配置 -->" " 屬性`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" " appear on the *Product Configurator*, *Point of Sale* dashboard, and " "*eCommerce* pages." msgstr "" ":guilabel:`屬性` 頁面上的屬性順序，決定了它們在 *產品配置器* 、 *銷售點* Dashboard以及 *電子商務* " "網店頁面上的顯示方式。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:60 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " "customized and configured in a number of ways." msgstr "" "若要在 :guilabel:`屬性` 頁面建立新屬性，請按一下 " ":guilabel:`新增`。這樣做會顯示一張空白的屬性表單，有多種方式可自訂和配置該表單。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "Odoo 銷售應用程式中，空白的屬性建立表單。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:67 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "首先，命名一個 :guilabel:`屬性名稱`，例如 `顏色` 或 `尺碼`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:69 msgid "" "Next, select one of the options from the :guilabel:`Display Type` field. The" " :guilabel:`Display Type` determines how this product is shown on the online" " store, *Point of Sale* dashboard, and *Product Configurator*." msgstr "" "接下來，在 :guilabel:`顯示類型` 欄位中，選擇其中一個選項。:guilabel:`顯示類型` 決定了該產品在網上商店、 *銷售點* " "Dashboard，以及 *產品配置器* 上的顯示方式。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:73 msgid "The :guilabel:`Display Type` options are:" msgstr ":guilabel:`顯示類型` 的選項有：" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:75 msgid "" ":guilabel:`Pills`: options appear as selectable buttons on the product page " "of the online store." msgstr ":guilabel:`藥丸`：選項會在網上商店的產品頁面上，顯示為可選擇的按鈕。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:76 msgid "" ":guilabel:`Color`: options appear as small, colored squares, which reflect " "any HTML color codes" msgstr ":guilabel:`顏色`：選項會顯示為細小的彩色方塊，可使用任何 HTML 顏色代碼" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:77 msgid "" ":guilabel:`Radio`: options appear in a bullet-style list on the product page" " of the online store." msgstr ":guilabel:`單選圓鈕`：選項會在網上商店的產品頁面上，顯示為點列樣式的清單。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:78 msgid "" ":guilabel:`Select`: options appear in a drop-down menu on the product page " "of the online store. set, on the product page of the online store." msgstr ":guilabel:`選單`：選項會在網上商店產品頁面的下拉式選單中顯示。若設置，會在網上商店的產品頁面上。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:80 msgid "" ":guilabel:`Multi-checkbox (option)`: options appear as selectable checkboxes" " on the product page of the online store." msgstr ":guilabel:`多項選擇勾選方格（可選）`：選項會在網上商店的產品頁面上，顯示為可選取的勾選方格。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Display Types on Product Configurator on the online store in Odoo." msgstr "在 Odoo 網上商店產品配置器上顯示類型。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:87 msgid "" "The :guilabel:`Variant Creation Mode` field informs Odoo when to " "automatically create a new variant once an attribute is added to a product." msgstr ":guilabel:`變體建立模式` 欄位會通知 Odoo，屬性新增至產品後，應何時自動建立新的款式變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:91 msgid "" "The :guilabel:`Variant Creation Mode` field **must** be set to " ":guilabel:`Never (option)` in order for the :guilabel:`Multi-checkbox " "(option)` to work properly as the :guilabel:`Display Type`." msgstr "" "若 :guilabel:`多項選擇勾選方格（可選）` 已設為 :guilabel:`顯示類型`，:guilabel:`變體建立模式` 欄位 **必須**" " 設為 :guilabel:`永不（可選）`，勾選方格才可正常運作。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:95 msgid "" ":guilabel:`Instantly`: creates all possible variants as soon as attributes " "and values are added to a product template." msgstr ":guilabel:`即時`：將屬性及屬性值新增至產品範本後，立即建立所有可能的變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 msgid "" ":guilabel:`Dynamically`: creates variants **only** when corresponding " "attributes and values are added to a sales order." msgstr ":guilabel:`動態`： **只會** 在對應的屬性及屬性值新增至銷售訂單時，才會建立變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:99 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr ":guilabel:`永不（可選）`：從不自動建立變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:102 msgid "" "Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " "cannot be edited." msgstr "新增至產品後，屬性的 :guilabel:`變體建立模式` 便不可再編輯。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 msgid "" "The :guilabel:`eCommerce Filter Visibility` field determines whether or not " "these attribute options are visible to the customer on the front-end, as " "they shop on the online store." msgstr ":guilabel:`電子商務篩選器顯示` 欄位會決定客戶在網上商店購物時，是否可以在前端看到這些屬性選項。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:107 msgid "" ":guilabel:`Visible`: the attribute values are visible to customers on the " "front-end." msgstr ":guilabel:`顯示`：前端客戶可看見屬性值。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:108 msgid "" ":guilabel:`Hidden`: the attribute values are hidden from customers on the " "front-end." msgstr ":guilabel:`隱藏`：屬性值會隱藏，不會向前端客戶顯示。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:110 msgid "" "Lastly, in the optional :guilabel:`eCommerce Category` field, select a " "category from a drop-down menu to group similar attributes under the same " "section for added specificity and organization." msgstr "" "最後，在可選填的 :guilabel:`電子商務類別` 欄位，從下拉式選單中選擇一個類別，將相似的屬性分組至同一部份下，更方便整理及作個別設定。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:114 msgid "" "To view the details related to the attribute category selected, click the " "internal link :icon:`fa-arrow-right` :guilabel:`(right arrow)` icon to the " "far-right of the :guilabel:`eCommerce Category` field, once an option has " "been selected. Doing so reveals that attribute category's detail form." msgstr "" "若要查看所選屬性類別的詳細資料，請在選取選項後，在 :guilabel:`電子商務類別` 欄位最右側，按一下內部連結 :icon:`fa-arrow-" "right` :guilabel:`(右箭頭)` 圖示。這樣做會顯示該屬性類別的詳細資料表單。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A standard attribute category detail page accessible via its internal link " "arrow icon." msgstr "可透過「內部連結」箭頭圖示存取的標準屬性類別詳細資訊頁面。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " "category. These attributes can be dragged-and-dropped into a desirable order" " of priority." msgstr "" "在此處，:guilabel:`類別名稱` 及 :guilabel:`序列` 會在頂部顯示，然後是與該類別相關聯的 " ":guilabel:`相關屬性`。這些屬性可以拖曳放置至所需的優先順序。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:127 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "你也可以按一下 :guilabel:`新增資料行`，將屬性直接新增至類別。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:130 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" "若要直接在此欄位內建立屬性類別，你可開始輸入新類別的名稱，然後從顯示的下拉式功能表中，選擇 :guilabel:`建立` 或 " ":guilabel:`建立並編輯⋯`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " "reveals a :guilabel:`Create Category` pop-up window, in which the new " "attribute category can be configured and customized." msgstr "" "按一下 :guilabel:`建立` 即可建立類別，稍後可以進行修改。按 :guilabel:`建立並編輯⋯` 會建立類別，並即時顯示 " ":guilabel:`建立類別` 彈出視窗，該處可配置及自訂新的屬性類別。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "Attribute values" msgstr "屬性值" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:141 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "屬性值應加入至 :guilabel:`屬性值` 分頁中。如有需要，可以隨時將屬性值新增至屬性中。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "要加入新的值，請在 :guilabel:`屬性值` 分頁中，按一下 :guilabel:`新增資料行`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:146 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " "custom (i.e. the customer gets to provide unique specifications that are " "specific to this particular value)." msgstr "" "然後，在 :guilabel:`值` 直欄中輸入屬性值的名稱。之後，如果該值是自訂值（即客戶可對此值設定獨特規格），請勾選 " ":guilabel:`是自訂值` 直欄中的方格。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:151 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " "line, to make it easier for salespeople and customers to know exactly what " "color option they're choosing." msgstr "" "如果選擇 :guilabel:`顯示類型` - :guilabel:`顏色` 選項，屬性值資料行的最右側會出現加入 HTML " "顏色代碼的選項，以便銷售人員及客戶更容易準確了解他們的顏色選擇。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "按一下新增資料行時彈出的屬性值分頁，顯示自訂直欄。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." msgstr "要選擇顏色，請按一下 :guilabel:`顏色` 直欄中的空白圓圈，系統會顯示 HTML 顏色選擇器彈出視窗。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Selecting a color from the HTML color pop-up window that appears on " "attribute form." msgstr "在屬性表單上顯示的 HTML 顏色彈出視窗中選擇顏色。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "在此彈出視窗中，你可將顏色滑桿拖曳至特定色調，然後在顏色漸變區域內按一下色塊，以直接選擇特定顏色。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "或者，你亦可按一下 *滴管* 圖示，然後選擇螢幕上目前可按下的地方，以選擇特定所需顏色。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:173 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "你也可在 :guilabel:`變體` 分頁中新增一個資料行並輸入名稱，以直接在產品範本內建立屬性。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " "That button lists every product in the database currently using that " "attribute." msgstr "" "將屬性新增至產品後，該產品便可透過該屬性的 :guilabel:`相關產品` 智慧按鈕，進行刊登及存取。該按鈕可刊登資料庫中目前使用該屬性的所有產品。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:183 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " "--> Products`, and select an existing product to view that desired product's" " form. Or, click :guilabel:`Create` to create a new product, to which a " "product variant can be added." msgstr "" "建立屬性後，使用該屬性（及其屬性值）建立產品變體。要執行此操作，請前往 :menuselection:`銷售應用程式 --> 產品 --> " "產品`，然後選擇現有產品，以查看相關產品表單。或者，按一下 :guilabel:`建立` 以建立新產品，然後可向新產品新增產品變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." msgstr "在產品表單上，按一下 :guilabel:`屬性及變體` 標籤，以檢視、管理及修改產品的屬性及屬性值。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "Odoo 銷售應用程式中，典型產品表單的屬性及屬性值分頁。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:195 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" "若要將屬性及其屬性值新增至產品，請按一下 :guilabel:`屬性及變體` 分頁中的 " ":guilabel:`新增資料行`。然後，從顯示的下拉式選單中，選擇所需的屬性。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:200 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " "new attribute in the blank field, and select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" "你可直接在產品表單的 :guilabel:`屬性及變體` " "分頁中建立屬性。要執行此操作，首先在空白欄位中輸入新屬性的名稱，然後從出現的迷你下拉式選單中，選擇 :guilabel:`建立` 或 " ":guilabel:`建立並編輯⋯`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:205 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " ":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, " "proceed to modify the attribute in a number of ways." msgstr "" "按一下 :guilabel:`建立` 會建立屬性，稍後可以進行自訂。按一下 :guilabel:`建立並編輯⋯` 會建立屬性，並會顯示 " ":guilabel:`建立屬性` 彈出表單。在彈出表單中，你可繼續以多種方式修改屬性。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:209 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" "在 :guilabel:`屬性` 直欄中選擇屬性後，可在 :guilabel:`值` 直欄中的下拉式選單，繼續選擇要套用至產品的特定屬性值。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "There is no limit to how many values can be added." msgstr "可以加入的屬性值數目沒有上限。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:217 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "類似的產品變體建立流程，亦可在採購、庫存及電子商務應用程式完成。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:221 msgid "Configure variants" msgstr "配置款式變體" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " ":guilabel:`Product Variant Values`." msgstr "" "屬性資料行的最右側是 :guilabel:`配置` 按鈕。按下時，Odoo 會顯示一個獨立頁面，展示這些特定的 :guilabel:`產品變體值`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The Product Variant Values page accessible via the Configure button on a " "product form." msgstr "你可透過產品表單上的「配置」按鈕，存取「產品變體值」頁面。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" "在此處，可查看具體的 :guilabel:`性` 名稱、:guilabel:`HTML 顏色代碼`（如適用）及 :guilabel:`屬性值額外價格`。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:234 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr ":guilabel:`屬性值額外價格` 表示如果選擇該屬性，銷售價格會增加多少。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." msgstr "在 :guilabel:`產品變體值` 頁面上按下某個值時，Odoo 會顯示一個獨立的頁面，詳細說明該值的相關資料。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A Product Variant Values page accessible via the Product Variants Values " "general page." msgstr "可透過「產品變體值」一般頁面存取「產品變體值」頁面。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:244 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" "在特定產品變體詳細資訊頁面上，可以找到 :guilabel:`值` 及 :guilabel:`屬性值額外價格` 欄位，以及 " ":guilabel:`排除情況` 欄位。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " "added, this specific attribute value will be excluded from those specific " "products." msgstr "" "在 :guilabel:`排除情況` 欄位中，可以新增不同的 :guilabel:`產品範本` 及特定的 " ":guilabel:`屬性值`。新增後，此特定屬性值將會從這些特定產品中排除。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:252 msgid "Variants smart button" msgstr "變體智慧按鈕" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:254 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" " appears at the top of the product form. The :guilabel:`Variants` smart " "button indicates how many variants are currently configured for that " "specific product." msgstr "" "若產品在 :guilabel:`屬性及變體` 分頁中配置了屬性和變體，產品表單頂部會出現 :guilabel:`變體` " "智慧按鈕。:guilabel:`變體` 智慧按鈕會顯示該項產品目前配置了多少變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "Odoo 銷售應用程式中，產品表單頂部的變體智慧按鈕。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:262 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " "configured for that specific product." msgstr "按下 :guilabel:`變體` 智慧按鈕時，Odoo 會顯示一個獨立的頁面，展示該產品已配置的所有產品變體組合。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants page accessible via the variants smart button on the product " "form in Odoo." msgstr "可在 Odoo 的產品表單上的變體智慧按鈕，存取變體頁面。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "Impact of variants" msgstr "變體的影響" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:272 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "除了向客戶提供更詳細的產品選項外，產品變體還有其自己的影響，用戶可以在整個 Odoo 資料庫中加以利用。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:275 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr ":guilabel:`條碼`：條碼與個別變體相關聯，而不是連結至產品範本。因此，每種變體都可以有自己獨特的條碼或 SKU（庫存單位）。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:277 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr ":guilabel:`價格`：每種產品變體都可以有自己的公開價格。該價錢是產品範本價格 **加上** 特定屬性的任何額外收費，兩者的總和。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "舉例，紅色襯衫的銷售價格為 $23，因為襯衫的範本價格為 $20，另加紅色款式的 $3。你可將價目表規則，配置為套用至產品範本或產品變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:285 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" ":guilabel:`庫存`：庫存是按每種單獨的產品變體進行盤點計數。在產品範本表單上，庫存反映的是所有變體的總和，但實際庫存數量是按各個變體計算的。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:288 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr ":guilabel:`圖片`：每種產品變體都可以有自己的專屬圖片。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:291 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "產品範本的變更會自動套用至該產品的每種變體。" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:294 msgid ":doc:`import`" msgstr ":doc:`import`" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Returns and refunds" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:5 msgid "" "The Odoo *Sales* app provides two different ways to process returns. The " "method used depends on whether or not an invoice has been sent." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:9 msgid "Before invoicing" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:11 msgid "" "Returns are completed using *Reverse Transfers* when a customer decides to " "return a product **before** an invoice has been sent or validated." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:15 msgid "" "In order to use *Reverse Transfers*, the *Inventory* app **must** be " "installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:17 msgid "" "To start a return before invoicing, navigate to the :menuselection:`Sales` " "app, select the desired sales order, and click on the :guilabel:`Delivery` " "smart button to open the associated delivery order." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical sales order with a highlighted delivery smart button in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:25 msgid "On the validated delivery order, click :guilabel:`Return`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A validated delivery order with a highlighted Return button in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:31 msgid "This opens a :guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:33 msgid "" "By default, the :guilabel:`Quantity` matches the validated quantities from " "the delivery order. Update the quantities, if necessary. Click on the " ":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the " "return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The \"Reverse Transfer\" pop-up window, to make a return before invoicing " "the customer." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:41 msgid "" "Next, click :guilabel:`Return` to confirm the return. This generates a new " "warehouse operation for the incoming returned product(s)." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Warehouse operation after a return has been confirmed in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:48 msgid "" "Upon receiving the return, the warehouse team validates the warehouse " "operation by clicking :guilabel:`Validate`. Then, on the original sales " "order, the :guilabel:`Delivered` quantity updates to reflect the difference " "between the initial validated quantities and the returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The updated \"Delivered\" quantity on the sales order after the reverse " "transfer." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:56 msgid "" "When an invoice is created, the customer receives an invoice **only** for " "the products they are keeping, if any." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:60 msgid "After invoicing" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:62 msgid "" "Sometimes, customers return an item after they receive and/or pay for their " "invoice. In these cases, a return using only *Reverse Transfers* is " "insufficient since validated, or sent, invoices cannot be changed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:66 msgid "" "However, *Reverse Transfers* can be used in conjunction with *Credit Notes* " "to complete the customer's return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:69 msgid "" "To start a return after invoicing, navigate to the relevant sales order in " "the :menuselection:`Sales` app." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:72 msgid "" "If there is a payment registered on the sales order, the payment details " "appear in the chatter, and the invoice (accessible through the " ":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` " "banner." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Sample of a green in payment banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:80 msgid "" "From the sales order, click on the :guilabel:`Delivery` smart button to view" " the validated delivery order. Then, click :guilabel:`Return` to open the " ":guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:83 msgid "" "Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed " "for the return. Then, click :guilabel:`Return`. This generates a new " "warehouse operation for the incoming returned product(s), which is validated" " by the warehouse team once the return is received by clicking " ":guilabel:`Validate`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:88 msgid "" "Then, on the sales order, the :guilabel:`Delivered` quantity updates to " "reflect the difference between the initial validated quantities and the " "returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:91 msgid "" "To process a refund, navigate to the relevant invoice (from the sales order," " click on the :guilabel:`Invoices` smart button). Then, click the " ":guilabel:`Credit Note` button at the top of the validated invoice." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical customer invoice with a Credit Note button highlighted in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:99 msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Typical credit note pop-up form that appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:105 msgid "" "Start by entering a :guilabel:`Reason displayed on Credit Note` and a " "specific :guilabel:`Journal` to process the credit. Then, select a specific " ":guilabel:`Reversal Date`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:108 msgid "" "After the information is filled in, click :guilabel:`Reverse` or " ":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:111 msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:113 msgid "" "When complete, a blue banner reading: :guilabel:`You have outstanding " "credits for this customer. You can allocate them to mark this invoice as " "paid.` appears at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:117 msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" msgstr "" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:3 msgid "Create quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:5 msgid "" "In Odoo **Sales**, quotations can be created and sent to customers. Once a " "quotation has been confirmed, it officially turns into a *sales order*, " "which can then be invoiced and paid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:11 msgid "Quotation settings" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:13 msgid "" "To access these setting options, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and scroll to the :guilabel:`Quotations & " "Orders` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "The Quotations and Orders section on the Odoo Sales app Settings page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:20 msgid "" ":guilabel:`Quotation Templates`: Enable this option to create quotation " "templates featuring standard product offers, which are then selectable on " "quotation forms. When this checkbox is ticked, an additional field, " ":guilabel:`Default Template`, appears, along with a link to the " ":guilabel:`Quotation Templates` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:24 msgid "" ":guilabel:`Online Signature`: Request an online signature to confirm orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:25 msgid "" ":guilabel:`Online Payment`: Request an online prepayment from customers to " "confirm orders. Request a full or partial payment (via down payment). When " "this checkbox is ticked, an additional field, :guilabel:`Prepayment amount " "(%)`, appears. There is also a link to the :guilabel:`Payment Providers` " "page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:29 msgid "" ":guilabel:`Default Quotation Validity`: Determine a set amount (in " ":guilabel:`days`) that quotations can remain valid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:31 msgid "" ":guilabel:`Default Recurrence`: Select a default period from the drop-down " "menu to use as a recurrence period for a new quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:33 msgid "" ":guilabel:`Sale Warnings`: Get warning messages about orders that include " "specific products or customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:35 msgid "" ":guilabel:`PDF Quote builder`: Customize the look of quotations with header " "pages, product descriptions, footer pages, and more." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:37 msgid "" ":guilabel:`Lock Confirmed Sales`: Ensure no further edits can be made to " "confirmed orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:38 msgid ":guilabel:`Pro-Forma Invoice`: Send pro-forma invoices to customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:40 msgid "" "To activate any of these settings, tick the checkbox beside the desired " "option(s). Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:44 msgid "Quotations dashboard" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:46 msgid "" "The *Quotations* dashboard is the page that appears when the " ":menuselection:`Sales app` is opened." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:48 msgid "" "By default, the :guilabel:`Quotations` dashboard displays all quotations in " "the database related to the current user, as indicated by the default " ":guilabel:`My Quotations` filter present in the search bar." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "The Quotations dashboard present in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:57 msgid "" "To view *all* quotations in the database, remove the :guilabel:`My " "Quotations` filter from the search bar." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:60 msgid "" "Quotations on this page appear in a default list view, but can also be " "viewed in a :icon:`oi-view-kanban` :guilabel:`Kanban` view, :icon:`fa-" "calendar` :guilabel:`Calendar`, :icon:`oi-view-pivot` :guilabel:`Pivot` " "table, :icon:`fa-area-chart` :guilabel:`Graph`, or :icon:`fa-clock-o` " ":guilabel:`Activity` view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:65 msgid "" "To view and/or modify any listed quotation from the :guilabel:`Quotations` " "dashboard, click on the desired quotation line from the list, and Odoo " "reveals the specific form for that selected quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:70 msgid "Create quotation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:72 msgid "" "To create a quotation, open the :menuselection:`Sales app`, and click the " ":guilabel:`New` button, located in the upper-left corner of the main " ":guilabel:`Quotations` dashboard." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:76 msgid "" "The :guilabel:`New` button is **only** present if the :guilabel:`Quotations`" " dashboard is in list or Kanban view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:79 msgid "" "Clicking the :guilabel:`New` button reveals a blank quotation form, with " "various fields and tabs to configure." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "A typical quotation form in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:86 msgid "" "Begin by entering the customer's name in the :guilabel:`Customer` field at " "the top of the form. This is a **required** field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:89 msgid "" "If the customer's information is already in the database, the " ":guilabel:`Invoice Address` and :guilabel:`Delivery Address` fields auto-" "populate with the saved information for those respective fields, based on " "the data from that customer's contact record (found in the **Contacts** " "application)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:94 msgid "" "If the customer was referred by another customer or contact, enter their " "name in the :guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:97 msgid "" "If a :guilabel:`Referrer` is selected, a new field, :guilabel:`Commission " "Plan` appears, in which a commission can be selected from the drop-down " "menu. This commission is rewarded to the contact selected in the " ":guilabel:`Referrer` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:101 msgid "" "Next, if they have not already been auto-populated with the customer's " "information, enter the appropriate addresses in the :guilabel:`Invoice " "Address` and :guilabel:`Delivery Address` fields. Both of these fields are " "**required**." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:105 msgid "" "Then, if desired, choose a :guilabel:`Quotation Template` from the drop-down" " field to apply to this quotation. It should be noted that some additional " "fields may appear, depending on the template selected." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:109 msgid "" "The default date that appears in the :guilabel:`Expiration` field is based " "on the number configured in the :ref:`Default Quotation Validity setting " "` (in :menuselection:`Sales app --> Configuration " "--> Settings`)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:114 msgid "" "When using a quotation template, the date in the :guilabel:`Expiration` " "field is based off the :guilabel:`Quotation Validity` figure on the template" " form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:117 msgid "" "If the quotation is for a recurring product or subscription, select the " "desired :guilabel:`Recurring Plan` from that specific drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:120 msgid "" "If desired, select a specific :guilabel:`Pricelist` to be applied to this " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:122 msgid "" "Lastly, select any specific :guilabel:`Payment Terms` to be used for this " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:125 msgid "Order Lines tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:127 msgid "" "The first tab on the quotation form is the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:129 msgid "" "In this tab, select products, and quantities of those products, to add them " "to the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:131 msgid "There are two ways to add products to the quotation from this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:133 msgid "" "Click :guilabel:`Add a product`, select the desired item from the " ":guilabel:`Product` drop-down field, and proceed to adjust the quantity of " "that selected product, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:136 msgid "" "Or, click :guilabel:`Catalog` to reveal a separate page, showcasing every " "item (and every potential product variant) in an organized catalog display, " "with items organizable by :guilabel:`Product Category` and " ":guilabel:`Attributes`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "A product catalog accessible via a quotation in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:144 msgid "" "From here, simply locate the desired items, click the :icon:`fa-shopping-" "cart` :guilabel:`Add` button on the product card, and adjust the quantity, " "if needed. When complete, click the :guilabel:`Back to Quotation` button in " "the upper-left corner to return to the quotation, where the newly-selected " "catalog items can be found in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:149 msgid "" "If multiple items should be presented in a more organized way on the " "quotation, click :guilabel:`Add a section`, enter a name for the section, " "and drag-and-drop that section heading in the desired location amongst the " "items in the :guilabel:`Order Lines` tab. The section heading appears in " "bold." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:153 msgid "" "If needed, click :guilabel:`Add a note` beneath a certain product line to " "add a custom note about that specific product. The note appears in italics. " "Then, if needed, proceed to drag-and-drop the note beneath the desired " "product line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:157 msgid "" "Beneath the product lines, there are buttons that can be clicked to apply " "any of the following: :guilabel:`Coupon Code`, :guilabel:`Promotions`, " ":guilabel:`Discount`, and/or :guilabel:`Add shipping`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:162 msgid ":doc:`../products_prices/ewallets_giftcards`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:163 msgid ":doc:`../products_prices/loyalty_discount`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:164 msgid ":doc:`../products_prices/prices/pricing`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:167 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "Optional Products tab" msgstr "選購產品分頁" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:169 msgid "" "Open the :guilabel:`Optional Products` tab to select related products that " "can be presented to the customer, which may result in an increased sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:172 msgid "" "For example, if the customer wants to buy a car, an optional product that " "could be offered is a *Trailer Hitch*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:176 msgid ":doc:`optional_products`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:179 msgid "Other Info tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:181 msgid "" "In the :guilabel:`Other Info` tab, there are various quotation-related " "configurations separated into four different sections: :guilabel:`Sales`, " ":guilabel:`Delivery`, :guilabel:`Invoicing`, and :guilabel:`Tracking`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:186 msgid "" "Some fields **only** appear if specific settings and options have been " "configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:189 msgid "Sales section" msgstr "銷售部份" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:191 msgid "" "In the :guilabel:`Sales` section of the :guilabel:`Other Info` tab, there " "are sales specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Sales section of the Other Info tab of a quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:198 msgid "" ":guilabel:`Salesperson`: Assign a salesperson from the drop-down menu to be " "associated with this quotation. The user who originally created the " "quotation is selected in this field, by default." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:200 msgid "" ":guilabel:`Sales Team`: Assign a specific sales team to this quotation. If " "the selected :guilabel:`Salesperson` is a member of a sales team, that team " "is auto-populated in the field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:202 msgid "" ":guilabel:`Company`: Select a company from the drop-down menu this quotation" " should be associated with. This field only appears when working in a multi-" "company environment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:204 msgid "" ":guilabel:`Online signature`: Tick this checkbox to request an online " "signature from the customer to confirm the order. This field only appears if" " the *Online Signature* setting has been enabled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:206 msgid "" ":guilabel:`Online payment`: Tick this checkbox, and enter a desired " "percentage in the adjacent field, to request an online payment from the " "customer (for that designated percentage of the total amount) to confirm the" " order. This field only appears if the *Online Payment* setting has been " "enabled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:210 msgid "" ":guilabel:`Customer Reference`: Enter a custom reference ID for this " "customer. The entered reference ID can contain letters, numbers, or a mix of" " both." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:212 msgid "" ":guilabel:`Tags`: Add specific tags to the quotation for added organization " "and enhanced searchability in the Odoo **Sales** application. Multiple tags " "can be added, if necessary." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:216 msgid "Delivery section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:218 msgid "" "In the :guilabel:`Delivery` section of the :guilabel:`Other Info` tab, there" " are delivery-specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Delivery section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:225 msgid "" ":guilabel:`Shipping Weight`: Displays the weight of the items being shipped." " This field is not modifiable. Product weight is configured on individual " "product forms." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:227 msgid "" ":guilabel:`Incoterm`: Select an Incoterm (International Commerical Term) to " "use as predefined commerical terms for international transactions." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:229 msgid "" ":guilabel:`Incoterm Location`: If an Incoterm is being used, enter the " "international location in this field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:231 msgid "" ":guilabel:`Shipping Policy`: Select a desired shipping policy from the drop-" "down menu. If all products are delivered at once, the delivery order is " "scheduled, based on the greatest product lead time. Otherwise, it is based " "on the shortest lead time. The available options are: :guilabel:`As soon as " "possible` or :guilabel:`When all products are ready`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:235 msgid "" ":guilabel:`Delivery Date`: Click into the empty field to reveal a calendar " "popover, from which a customer delivery date can be selected. If no custom " "date is required, refer to the :guilabel:`Expected` date listed to the right" " of that field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:240 msgid "Invoicing section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:242 msgid "" "In the :guilabel:`Invoicing` section of the :guilabel:`Other Info` tab, " "there are invoicing specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Invoicing section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:249 msgid "" ":guilabel:`Fiscal Position`: Select a fiscal position to be used to adapt " "taxes and accounts for particular customers or sales orders/invoices. The " "default value comes from the customer. If a selection is made in this field," " an :icon:`fa-refresh` :guilabel:`Update Taxes` clickable link and icon " "appear. When clicked, the taxes for this partiuclar customer and quotation " "are updated. A confirmation window appears, as well." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:254 msgid "" ":guilabel:`Analytic Account`: Select an analytic account to apply to this " "customer/quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:257 msgid "Tracking section" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:259 msgid "" "In the :guilabel:`Tracking` section of the :guilabel:`Other Info` tab, there" " are tracking specific fields that can be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst-1 msgid "" "The Tracking section of the Other Info tab of a quotation form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:266 msgid "" ":guilabel:`Source Document`: Enter the reference of the document that " "generated the quotation/sales order, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:268 msgid "" ":guilabel:`Opportunity`: Select the specific opportunity (from the **CRM** " "app) related to this quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:270 msgid "" ":guilabel:`Campaign`: Select the marketing campaign related to this " "quotation, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:271 msgid "" ":guilabel:`Medium`: Select the method by which this quotation originated " "(e.g. *Email*), if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:273 msgid "" ":guilabel:`Source`: Select the source of the link used to generate this " "quotation (e.g. *Facebook*), if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:277 msgid ":doc:`../../../websites/website/reporting/link_tracker`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:280 msgid "Notes tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:282 msgid "" "In the :guilabel:`Notes` tab of the quotation form, enter any specific " "internal notes about the quotation and/or customer, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:286 msgid "Sending and confirming quotations" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:288 msgid "" "Once all the necessary fields and tabs have been configured, it is time to " "send the quotation to the customer for confirmation. Upon confirmation, the " "quotation turns into an official sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:291 msgid "At the top of the form, there is a series of buttons:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:293 msgid "" ":guilabel:`Send by Email`: When clicked, a pop-up window appears with the " "customer's name and email address in the :guilabel:`Recipients` field, the " "quotation (and reference ID) in the :guilabel:`Subject` field, and a brief " "default message in the body of the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:298 #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:306 msgid "" "Below that, a PDF copy of the quotation is attached. When ready, click " ":guilabel:`Send` to send the quotation, via email, to the customer, so they " "can review and confirm it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:300 msgid "" ":guilabel:`Send PRO-FORMA Invoice`: This button **only** appears if the " "*Pro-Forma Invoice* setting has been enabled. When clicked, a pop-up window " "appears with the customer's name and email address in the " ":guilabel:`Recipients` field, the *Proforma* invoice (and reference ID) in " "the :guilabel:`Subject` field, and a brief default message in the body of " "the email, which can be modified, if needed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:308 msgid "" ":guilabel:`Confirm`: When clicked, the quotation is confirmed, and the " "status changes to :guilabel:`Sales Order`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:310 msgid "" ":guilabel:`Preview`: When clicked, Odoo reveals a preview of the quotation " "the customer sees when they log into their customer portal. Click the " ":icon:`fa-arrow-right` :guilabel:`Back to edit mode` link at the top of the " "preview page, in the blue banner, to return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:313 msgid ":guilabel:`Cancel`: When clicked, the quotation is canceled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:316 msgid "" "If the *Lock Confirmed Sales* setting is enabled, the sales order becomes " ":guilabel:`Locked`, and is indicated as such on the sales order form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:319 msgid "" "At this point, the quotation has been confirmed, turned into a sales order, " "and is now ready to be invoiced and paid for." msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:322 msgid "" "For more information about invoicing, refer to the :doc:`Invoice based on " "delivered or ordered quantities <../invoicing/invoicing_policy>`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:326 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99 msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:327 msgid ":doc:`deadline`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:328 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:258 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:329 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:259 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:330 msgid ":doc:`pdf_quote_builder`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/create_quotations.rst:331 msgid ":doc:`../invoicing/proforma`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:3 msgid "Quotation deadlines" msgstr "報價單截止日期" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:5 msgid "" "In the Odoo *Sales* application, it is possible to set deadlines on sales " "quotations. Doing so encourages customers to act quickly during sales " "negotiations, for they might fear for missing out on a good deal. As well, " "deadlines also can also act as protection for a company in case an order has" " to be fulfilled at a price that is no longer profitable for the business." msgstr "" "在 Odoo *銷售* " "應用程式中，你可設定銷售報價的截止日期。這樣做可以鼓勵客戶在銷售談判過程中迅速採取行動，因為他們可能擔心錯過好的交易。此外，設立最後期限亦可為公司提供保護，防止出現必須要用無利可圖的價格履行訂單的情況。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "報價單到期日" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:13 msgid "" "In Odoo *Sales*, there's the option to add an expiration date to a " "quotation." msgstr "在 Odoo *銷售* 應用程式中，你可選擇為報價單設定到期日期。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:15 msgid "" "To add an expiration date to a quotation, navigate to :menuselection:`Sales " "app`, and select a desired quotation, or create a new one by clicking " ":guilabel:`New`." msgstr "" "要為報價單設定到期日期，請前往 :menuselection:`銷售應用程式`，選擇所需的報價單，或按一下 :guilabel:`新增` " "建立新的報價單。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:18 msgid "" "On the quotation form, click the :guilabel:`Expiration` field to reveal a " "pop-up calendar. From this pop-up calendar, select the desired month and " "date as the expiration date for the quotation." msgstr "" "在報價單表單上，按一下 :guilabel:`到期日` 欄位，系統會顯示彈出日曆。在此彈出日曆中，請選擇所需的月份及日期，作為報價單的到期日。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "Odoo 銷售應用程式中，標準報價單上的到期日欄位。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:26 msgid "" "By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly " "displays when that specific offer expires." msgstr "在報價單上按下 :guilabel:`預覽` 按鈕時，Odoo 會清楚顯示該張報價單將於何時到期。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "Odoo 銷售應用程式中，截止日期向客戶顯示的模樣。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "報價單範本到期日" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:36 msgid "" "The Odoo *Sales* application also makes it possible to add a deadline " "expiration date to quotation templates." msgstr "Odoo *銷售* 應用程式還可對報價單範本設立截止日期。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:39 msgid "" "To add a deadline expiration date to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`, and " "either select the desired quotation template to which a deadline should be " "added, or click :guilabel:`New` to build a new quotation template from " "scratch." msgstr "" "要為報價單範本加入截止日期，請前往 :menuselection:`銷售應用程式 --> 配置 --> " "報價單範本`，然後選擇要加入截止日期的所需報價單範本，或按一下 :guilabel:`新增`，從頭開始建立新的報價單範本。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:43 msgid "" "On the quotation template form, add a specific number of days to the " ":guilabel:`Quotation expires after` field, located beneath the quotation " "template name. The number of days represents how long the quotation will be " "valid for, before it expires." msgstr "" "在報價單範本表單上，你可在報價單範本名稱下方的 :guilabel:`報價單到期日` 欄位，設定所需天數。該數值表示報價單在到期之前，有效期有多少天。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "Odoo 銷售應用程式中，報價單範本表單上的報價單到期日欄位" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:51 msgid "" "Then, whenever that specific quotation template is used in a quote, an " "expiration date is automatically calculated, based on the number of days " "designated above. However, this date can be overwritten before sending the " "quotation to the customer." msgstr "此後，只要某張報價單使用了該範本，就會根據上面設定的天數，自動計算到期日。不過，向客戶發送報價之前，你仍可修改到期日期。" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:56 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:274 msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`" msgstr ":doc:`/applications/sales/sales/send_quotations/quote_template`" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3 msgid "Deliveries and invoices to different addresses" msgstr "涉及不同地址的送貨及發票" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5 msgid "" "People and businesses often use separate addresses for billing (invoicing) " "and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can " "have different specified addresses for delivery and invoicing." msgstr "" "客人及企業經常會分別使用不同的地址，以作賬單（開立發票）及送貨（交付）用途。在 Odoo *銷售* " "應用程式內，聯絡人可以設有不同的地址，分別指定用作送貨及開立發票。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12 msgid "" "To properly utilize multiple addresses in Odoo, go to " ":menuselection:`Accounting app --> Configuration --> Settings`, and scroll " "down to the :guilabel:`Customer Invoices` heading. Then, tick the checkbox." msgstr "" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Activate the Customer Addresses setting." msgstr "啟動客戶地址的設定。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23 msgid "Contact form configuration" msgstr "聯絡人表單配置" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:25 msgid "" "To add multiple addresses to a contact, go to :menuselection:`Sales app --> " "Orders --> Customers`, and clear any default filters from the search bar. " "Then, click on the desired customer to open their contact form." msgstr "" "若要為聯絡人加入多個地址，請前往 :menuselection:`銷售應用程式 --> 訂單 --> " "客戶`，然後清除搜尋列中的所有預設篩選器。之後，按一下所需的客戶，以開啟他們的聯絡人表單。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "聯絡人表單也可透過 *聯絡人* 應用程式存取。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:32 msgid "" "From the contact form, click :guilabel:`Edit`, and then select " ":guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses`" " tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which " "additional addresses can be configured." msgstr "" "在聯絡人表單中，按一下 :guilabel:`編輯`，然後在 :guilabel:`聯絡人及地址` 分頁下，選擇 " ":guilabel:`新增`。系統會顯示 :guilabel:`建立聯絡人` 彈出表單，你可在該處設置額外地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "在聯絡人表單中新增聯絡人/地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:40 msgid "" "On the :guilabel:`Create Contact` pop-up form, start by clicking the default" " :guilabel:`Other Address` field to reveal a drop-down menu of address-" "related options." msgstr "" "在 :guilabel:`建立聯絡人` 彈出表單中，請首先按一下預設的 :guilabel:`其他地址` 欄位，以顯示地址相關選項的下拉式選單。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "Select any of the following options:" msgstr "請選擇以下其中一個選項：" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr ":guilabel:`聯絡人`：將另一名聯絡人加入目前的聯絡人表單中。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46 msgid "" ":guilabel:`Invoice Address`: adds a specific invoice address to the existing" " contact form." msgstr ":guilabel:`發票地址`：將指定發票地址加入目前的聯絡人表單中。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47 msgid "" ":guilabel:`Delivery Address`: adds a specific delivery address to the " "existing contact form." msgstr ":guilabel:`送貨地址`：將指定送貨地址加入目前的聯絡人表單中。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:48 msgid "" ":guilabel:`Other Address`: adds an alternate address to the existing contact" " form." msgstr ":guilabel:`其他地址`：在目前的聯絡人表單中，加入一個備用地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49 msgid "" ":guilabel:`Private Address`: adds a private address to the existing contact " "form." msgstr ":guilabel:`私人地址`：在目前的聯絡人表單中，加入一個私人地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:51 msgid "" "Once an option is selected, proceed to enter the corresponding contact " "information that should be used for the specified address type." msgstr "選擇選項後，請繼續輸入要套用至指定地址類型的相應聯絡資訊。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "在聯絡人表單中，建立新的聯絡人/地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:58 msgid "" "Then, click :guilabel:`Save & Close` to save the address and close the " ":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " "the address and immediately input another one." msgstr "" "然後，按一下 :guilabel:`儲存並關閉`，以儲存地址及關閉 :guilabel:`建立聯絡人` 視窗。或者，按一下 " ":guilabel:`儲存並新增`，以儲存地址，然後立即輸入另一個新地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62 msgid "Address added to quotations" msgstr "地址自動加入報價單" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:64 msgid "" "When a customer is added to a quotation, the :guilabel:`Invoice Address` and" " :guilabel:`Delivery Address` fields autopopulate with the corresponding " "addresses specified on the customer's contact form." msgstr "將客戶加入報價單後，:guilabel:`發票地址` 及 :guilabel:`送貨地址` 欄位會自動填入客戶聯絡人表單內的相應地址。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "發票及送貨地址會自動填入報價單。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:72 msgid "" "The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be" " edited directly from the quotation by clicking the :guilabel:`Edit` button," " and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons " "next to each address line." msgstr "" "你也可按一下 :guilabel:`編輯` 按鈕，然後在每個地址資料行旁邊，按一下 :guilabel:`➡️ （右箭頭）` " "內部連結按鈕，便可直接在報價單內編輯 :guilabel:`發票地址` 及 :guilabel:`送貨地址`。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:76 msgid "" "These addresses can be updated at any time to ensure accurate invoicing and " "delivery." msgstr "這些地址可以隨時更新，以確保發票資料及交付過程準確。" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:79 msgid "" "If any changes are made on a form in Odoo, include *Contacts* forms, " "remember to click :guilabel:`Save` to save the changes to the database." msgstr "在 Odoo 的表單內，包括 *聯絡人* 表單，若進行過任何修改，請記得按一下 :guilabel:`儲存`，將變更儲存至資料庫內。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Online payment order confirmation" msgstr "網上付款確認訂單" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online payment, directly on a sales order. Once the sales " "order is electronically paid for by the customer, the salesperson attached " "to the sales order is instantly notified that the order is confirmed." msgstr "" "Odoo *銷售* " "應用程式讓客戶能夠透過線上支付，直接在銷售訂單上確認訂單。一旦客戶以電子方式支付銷售訂單款項，銷售訂單所屬的銷售人員就會立即收到訂單已確認的通知。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "啟動網上付款" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 msgid "" "In order to have customers confirm orders with an online payment, the " "*Online Payment* setting **must** be activated." msgstr "要讓客戶透過線上付款確認訂單，你 **必須** 先啟動 *線上付款* 設定。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15 msgid "" "To activate the *Online Payment* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, check the box next to the :guilabel:`Online Payment` " "feature, and click :guilabel:`Save`." msgstr "" "要啟動 *線上付款* 功能，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，捲動至 " ":guilabel:`報價單及訂單` 標題，勾選 :guilabel:`線上付款` 功能旁邊的方格，然後按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting in the Odoo Sales application." msgstr "Odoo 銷售應用程式中的線上付款設定。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23 msgid "" "Beneath the :guilabel:`Online Payment` option on the *Sales* " ":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` " "field. In this field, there's the option to add a specific number of days " "for quotations to remain valid by default." msgstr "" "在 *銷售* :guilabel:`設定` 頁面上的 :guilabel:`線上付款` 選項下方，有一個 :guilabel:`報價單預設有效期` " "欄位。在此欄位中，你可選擇為報價單設置一個預設維持有效的天數。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27 msgid "" "To enable this feature on a standard quotation, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field, on the :guilabel:`Other Info` tab." msgstr "" "若要在標準報價單上啟用此功能，請按一下 :guilabel:`付款` 功能選項的勾選方格。該選項位於 :guilabel:`其他資訊` 分頁上的 " ":guilabel:`線上確認` 欄位中。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on a standard quotation in Odoo Sales." msgstr "Odoo 銷售應用程式中，標準報價單的線上付款設定。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 msgid "" "To enable this feature on a quotation template, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field of the quotation template form." msgstr "" "要在報價單範本上啟用此功能，請在報價單範本表單的 :guilabel:`線上確認` 欄位中，勾選 :guilabel:`付款` 功能選項的方格。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on quotation template forms in Odoo Sales." msgstr "Odoo 銷售應用程式中，報價單範本表單的線上付款設定。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 #: ../../content/applications/sales/subscriptions/payment_providers.rst:5 msgid "Payment providers" msgstr "付款服務商" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45 msgid "" "After activating the :guilabel:`Online Payment` feature, a link to configure" " :guilabel:`Payment Providers` appears beneath it." msgstr "啟動 :guilabel:`線上付款` 功能後，其下方會顯示一條連結，讓你可配置 :guilabel:`付款服務商`。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48 msgid "" "Clicking that link reveals a separate :guilabel:`Payment Providers` page, in" " which a large variety of payment providers can be enabled, customized, and " "published." msgstr "按下該連結後，系統會顯示一個獨立的 :guilabel:`付款服務商` 頁面，你可在該頁面中啟用、自訂及發佈多種付款服務商。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "Payment providers page in Odoo Sales." msgstr "Odoo 銷售應用程式中的付款服務商頁面。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91 msgid ":doc:`../../../finance/payment_providers`" msgstr ":doc:`../../../finance/payment_providers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59 msgid "Register a payment" msgstr "登記付款" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61 msgid "" "After opening quotations in their customer portal, customers can click " ":guilabel:`Accept \\& Pay` to confirm their order with an online payment." msgstr "客戶在客戶頁面/門戶網站開啟報價單後，可按一下 :guilabel:`接受並付款`，透過線上付款確認訂單。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The accept and pay button on an online quotation in Odoo Sales." msgstr "Odoo 銷售應用程式中，線上報價單的接受並付款按鈕。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68 msgid "" "After clicking :guilabel:`Accept \\& Pay`, customers are presented with " ":guilabel:`Validate Order` pop-up window containing different options for " "them to make online payments, in the :guilabel:`Pay with` section." msgstr "" "按下 :guilabel:`接受並付款` 後，客戶會看到 :guilabel:`驗證訂單` 彈出視窗，當中在 :guilabel:`付款方式` " "部分，會顯示可供他們進行線上付款的不同選項。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "How to register a payment on a validate order pop-up window in Odoo Sales." msgstr "如何在 Odoo 銷售應用程式中的驗證訂單彈出視窗登記付款。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77 msgid "" "Odoo will **only** offer payment options on the :guilabel:`Validate Order` " "pop-up window that have been published and configured on the " ":guilabel:`Payment Providers` page." msgstr "" "在 :guilabel:`驗證訂單` 彈出視窗內，Odoo 系統 **只會** 提供已在 :guilabel:`付款服務商` " "頁面上發佈及已作配置的付款方式。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80 msgid "" "Once the customer selects their desired method of payment, they will click " "the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo " "instantly notifies the assigned salesperson upon order confirmation with an " "online payment." msgstr "" "客戶選擇所需的付款方式後，需要在彈出視窗上按一下 :guilabel:`付款` 按鈕，以確認訂單。客戶透過線上付款確認訂單後，Odoo " "會立即通知已獲指派的相關銷售人員。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "Sample of notification that appears in the chatter when an online payment is" " made." msgstr "進行線上付款時，聊天視窗顯示通知的範例。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "線上簽名確認訂單" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online signature, directly on the sales order. Once the sales" " order is electronically signed by the customer, the salesperson attached to" " the sales order is instantly notified that the order is confirmed." msgstr "" "Odoo *銷售* " "應用程式讓客戶能夠透過線上簽名，直接在銷售訂單上確認訂單。一旦客戶以電子方式簽署銷售訂單，銷售訂單所屬的銷售人員就會立即收到訂單已確認的通知。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "啟動網上簽名" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13 msgid "" "In order to have customers confirm orders with an online signature, the " "*Online Signature* feature **must** be activated." msgstr "要讓客戶透過線上簽名確認訂單，你 **必須** 先啟動 *線上簽名* 功能。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16 msgid "" "To activate the *Online Signature* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, and activate the :guilabel:`Online Signature` feature by " "checking the box beside it." msgstr "" "要啟動 *線上簽名* 功能，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，捲動至 " ":guilabel:`報價單及訂單` 標題，勾選 :guilabel:`線上簽名` 旁邊的方格，以啟動該功能。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "" "The Online Signature feature option in the Settings of the Odoo Sales " "application." msgstr "Odoo 銷售應用程式設定中的線上簽名功能選項。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24 msgid "Then, click the :guilabel:`Save` button in the top-left corner." msgstr "之後，按一下左上角的 :guilabel:`儲存` 按鈕。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27 msgid "" "When making a quotation template, the online signature feature is the " ":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`" " field of the quotation template form." msgstr "" "製作報價單範本時，線上簽名功能是由 :guilabel:`簽名` 選項提供。該選項位於報價單範本表單的 :guilabel:`線上確認` 欄位內。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The Online confirmation signature option found on every quotation template " "in Odoo." msgstr "Odoo 的每個報價單範本上，都有線上簽名確認選項。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34 msgid "" "On standard quotations, the online signature feature is the " ":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab " "of the quotation form." msgstr "在標準報價單上，線上簽名功能是由 :guilabel:`簽名` 選項提供。該選項位於報價單表單的 :guilabel:`其他資訊` 分頁。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The online signature feature option in the Other Info tab of a quotation " "form in Odoo." msgstr "Odoo 報價單上其他資訊分頁中的線上簽名功能選項。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42 msgid "Order confirmations with online signatures" msgstr "線上簽名確認訂單" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44 msgid "" "When clients access quotations online through their customer portal, there's" " a :guilabel:`Sign \\& Pay` button directly on the quotation." msgstr "客戶透過客戶頁面/門戶網站在線上查閱報價單時，報價單上直接有一個 :guilabel:`簽名並付款` 按鈕。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Sign and Pay button present on online quotations in Odoo Sales." msgstr "Odoo 銷售應用程式中，線上報價單會顯示「簽名並付款」按鈕。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51 msgid "" "When clicked, a :guilabel:`Validate Order` pop-up window appears. In this " "pop-up window, the :guilabel:`Full Name` field is auto-populated, based on " "the contact information in the database." msgstr "" "按下時，會出現 :guilabel:`驗證訂單` 彈出視窗。在此彈出視窗中，系統會根據資料庫的聯絡資訊，自動填入 :guilabel:`全名` 欄位。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Validate Order pop-up window for online signatures in Odoo Sales." msgstr "Odoo 銷售應用程式中，線上簽名的「驗證訂單」彈出視窗。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58 msgid "" "Then, customers have the option to enter an online signature with any of the" " following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`." msgstr "" "之後，客戶可選擇以下其中一種選項，輸入自己的線上簽名：:guilabel:`自動`、:guilabel:`繪畫` 或 :guilabel:`載入`。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61 msgid "" ":guilabel:`Auto` lets Odoo automatically generate an online signature based " "on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets" " the customer use the cursor to create a custom signature directly on the " "pop-up window. And :guilabel:`Load` lets the customer upload a previously-" "created signature file from their computer." msgstr "" "選擇 :guilabel:`自動` 會使 Odoo 根據 :guilabel:`全名` " "欄位中的資訊，自動產生一個電子線上簽名/簽章。:guilabel:`繪畫` " "可讓客戶使用滑鼠遊標，直接在彈出視窗上建立自訂簽名。:guilabel:`載入` 可讓客戶從自己電腦上載先前已建立的簽名檔案。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66 msgid "" "After the customer has chosen any of the three previously mentioned " "signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`)," " they will click the :guilabel:`Accept \\& Sign` button." msgstr "" "客戶在上述三種簽名選項（:guilabel:`自動`、:guilabel:`繪畫` 或 :guilabel:`載入`）選擇一項後，需要按一下 " ":guilabel:`接受並簽名` 按鈕。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70 msgid "" "When :guilabel:`Accept \\& Sign` is clicked, the various payment method " "options become available for them to choose from (if the *online payment* " "option applies to this quotation)." msgstr "按下 :guilabel:`接受並簽名` 後，會顯示各種可供選擇的付款方式選項（如果 *線上付款* 選項適用於此報價單）。" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73 msgid "" "Then, when the quotation is paid and confirmed, a delivery order is " "automatically created (if the Odoo *Inventory* app is installed)." msgstr "之後，當完成付款並確認報價單時，會自動建立送貨單（如果有安裝 Odoo *庫存* 應用程式）。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "可選產品" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5 msgid "" "The use of optional products is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " "useful and related products to customers, which may result in an increased " "sale." msgstr "可選產品是一種行銷策略，涉及在核心產品的基礎上交叉銷售其他產品。此策略的目的是向客戶提供有用的相關產品，從而可能增加銷售額。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " "Presenting the choice to purchase optional products enhances the customer " "experience." msgstr "舉例，如果客戶想購買汽車，他們可以同時選購按摩座椅，或不享用優惠而直接購買汽車。提供購買選購產品的選擇，可以增強客戶體驗。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "報價單上提供選購產品" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16 msgid "" "With the Odoo *Sales* application, it is possible to add or modify optional " "products directly on quotations by navigating to the :guilabel:`Optional " "Products` tab on a quotation form." msgstr "在 Odoo *銷售* 應用程式，你可前往報價單的 :guilabel:`選購產品` 分頁，直接在報價單上加入或修改選購產品。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "如何將選購產品加入至 Odoo 銷售的報價單內。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23 msgid "" "To add an optional product(s) to a quotation, click :guilabel:`Add a " "product` in the :guilabel:`Optional Products` tab of a quotation. Doing so " "reveals a blank field in the :guilabel:`Product` column." msgstr "" "要將選購產品加入至報價單中，請在報價單的 :guilabel:`選購產品` 分頁中，按一下 :guilabel:`加入產品`。系統會在 " ":guilabel:`產品` 直欄中，顯示一個空白欄位。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " "product to the quotation template." msgstr "按下時，系統會顯示一個下拉式選單，提供資料庫中的產品。你可在下拉式選單中選擇所需的產品，加入至報價單範本中，作為可選購產品。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the field, and the option appears in the drop-down menu. Then, " "select that desired product to add it to the quotation." msgstr "如果所需產品未有顯示，可在欄位中輸入所需產品的名稱，相關選項將在下拉式選單中出現。之後，選擇所需的產品，將其加入至報價單。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36 msgid "" "When a product is added, the default :guilabel:`Quantity` is `1`, but that " "can be edited at any time." msgstr "加入產品時，預設的 :guilabel:`數量` 是 `1`，但你可隨時編輯此值。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." msgstr "若要在 :guilabel:`選購產品` 分頁中，刪除任何訂單項目，請按一下 :guilabel:`🗑️ （垃圾桶）` 圖示。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42 msgid "" "Click the :guilabel:`Preview` button, located in the upper-left corner of " "the quotation, to reveal a preview of the quotation customers would receive," " via email, along with the optional products they can potentially add to " "their order, located in the :guilabel:`Options` section." msgstr "" "在報價單左上角，按一下 :guilabel:`預覽` 按鈕，可預覽客戶將以電子郵件收到的報價單，以及他們可以新增至訂單的選購產品。這些選購產品位於 " ":guilabel:`選項` 部分。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "Preview your quotations on Odoo Sales." msgstr "在 Odoo 銷售應用程式預覽報價單。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50 msgid "" "Customers are able to add different optional products to an order by " "clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the" " optional product line." msgstr "客戶可按下可選購產品右側的 :guilabel:`🛒 （購物車）` 圖示，將不同的選購產品加入至訂單中。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53 msgid "" "If a customer selects optional products, these are automatically added to " "the quotation managed by the salesperson." msgstr "如果客戶選擇選購產品，這些產品將自動加入至由銷售人員管理的報價單內。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56 msgid "" "When the customer adds an optional product(s) to an order, the salesperson " "is instantly notified about the change, along with any other change the " "customer makes to an order. This allows salespeople to stay up-to-date with " "everything related to an order in the backend of the *Sales* application." msgstr "" "當客戶向訂單加入可選產品時，銷售人員會立即收到有關通知，以及客戶對訂單所作的任何其他更改。這讓銷售人員能夠隨時在 *銷售* " "應用程式的後端，了解與訂單相關的所有資訊。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62 msgid "Optional products on quotation templates" msgstr "報價單範本內的選購產品" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65 msgid "" "Be sure to review the :doc:`quote_template` documentation to better " "understand how quotation templates work before reading the following " "information." msgstr "閱讀以下資訊之前，請務必查看 :doc:`quote_template` 說明文件，以更好地理解報價單範本的運作原理。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68 msgid "" "For quotation templates, just like a typical quotation form, there is also " "an :guilabel:`Optional Products` tab, wherein related products or services " "can be added to a quotation template." msgstr "報價單範本與普通報價單表單一樣，也有一個 :guilabel:`選購產品` 分頁，可在該處將相關產品或服務，加入至報價單範本中。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71 msgid "" "To add optional products to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, " "either select an existing quotation template to edit, or create a new one by" " clicking :guilabel:`New`." msgstr "" "若要將選購產品加入至報價單範本，請前往 :menuselection:`銷售應用程式 --> 配置 --> " "報價單範本`。之後，選擇現有的報價單範本進行編輯，或按 :guilabel:`新增` 建立新的報價單範本。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75 msgid "" "On the quotation template form, click the :guilabel:`Optional Products` tab." " Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, " "and select the desired product to add as an optional product to the " "quotation template." msgstr "" "在報價單範本表單上，按一下 :guilabel:`選購產品` 分頁。在 :guilabel:`選購產品` 分頁中，按一下 " ":guilabel:`加入資料行`，然後選擇所需的產品加入至報價單範本，作為選購產品。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83 msgid "" "The products added in the :guilabel:`Optional Products` tab are present in " "the quotation, by default, whenever that particular quotation template is " "used. These products can be removed, and additional products can be added, " "before the quotation is sent to a customer." msgstr "" "預設情況下，只要選用某個報價單範本，該範本 :guilabel:`選購產品` " "分頁內的產品，會自動在報價單上出現。發送報價單給客戶之前，你仍可刪除這些產品，也可加入其他產品。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88 msgid "" "It's best to offer optional products that would encourage a customer to add " "additional items to their order, or entice them to purchase a more expensive" " version of their initially selected product." msgstr "建議你提供可選購產品資料，鼓勵客戶在訂單中加入其他商品，或吸引他們轉為購買最初選擇產品的較昂貴版本。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92 msgid "" "For example, if a customer purchases a wooden chair, some optional products " "could be: a warranty on that chair and/or a wooden chair with leather seats." msgstr "例如，若客戶購買木椅，一些可選購的產品可能是：加購該椅的保固服務，及/或皮革座位的木椅。" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96 msgid "" "There is no limit to how many optional products can be added to a quotation " "template." msgstr "報價單範本可加入的選購產品數量沒有上限。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "報價單及銷售訂單上的產品款式變體" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Before getting into detail about how to use product variants on quotations " "and sales orders, it's recommended to learn about " ":doc:`../products_prices/products/variants` in Odoo." msgstr "" "在詳細了解如何在報價單及銷售訂單上使用產品變體之前，建議先了解 Odoo 的 " ":doc:`../products_prices/products/variants` 是如何運作。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8 msgid "" "Once familiarized with the basics surrounding product variants, the " "following covers how product variants can be added to quotations and sales " "orders using the *product configurator* or *order grid entry*." msgstr "對產品變體有基本認識後，以下內容將介紹如何使用 *產品配置器* 或 *訂單網格條目* ，將產品變體加入報價單及銷售訂單。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13 msgid "" "It should be noted that the setting is titled, *Variant Grid Entry* on the " "*Sales* app settings page, and titled, *Order Grid Entry* on product forms. " "So, be sure to keep that in mind." msgstr "" "值得一提的是，該設定在 *銷售* 應用程式的設定頁面上，標題稱為「 *變體網格條目* 」，而在產品表單上，標題稱為「 *訂單網格條目* " "」。請記住這一點。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19 msgid "" "When working with product variants, Odoo uses the product configurator, by " "default. To add the variant grid entry option, that feature **must** be " "enabled in the Odoo *Sales* application. The variant grid entry option " "provides a pop-up window on the quotation/sales order to simplify the " "variant selection process." msgstr "" "使用產品變體時，Odoo 預設會使用產品配置器。若要加入變體網格條目選項， **必須** 先在 Odoo *銷售* " "應用程式中啟用此功能。變體網格條目選項在報價單/銷售訂單上提供一個彈出視窗，簡化選擇產品款式變體的過程。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24 msgid "" "To enable that setting, go to :menuselection:`Sales app --> Configuration " "--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, " "check the box next to the :guilabel:`Variant Grid Entry` option, and click " ":guilabel:`Save`." msgstr "" "要啟用該設定，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，然後捲動至 :guilabel:`產品目錄` " "部分。然後，選取 :guilabel:`變體網格條目` 選項旁邊的方格，然後按一下 :guilabel:`儲存`。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "Odoo 銷售應用程式中的變體網格條目設定。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33 msgid "" "Of course, the :guilabel:`Variants` feature **must** also be activated, in " "order to use product variants on quotations and sales orders." msgstr "當然，:guilabel:`變體` 功能也 **必須** 預先啟動，以在報價單及銷售訂單上使用產品變體。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "產品配置" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 msgid "" "Once the :guilabel:`Variant Grid Entry` setting is enabled, both options " "(*Product Configurator* and *Order Grid Entry*) become available on every " "product form." msgstr "啟用 :guilabel:`變體網格條目` 設定後，所有產品表單上都可使用該兩個選項（ *產品配置器* 及 *訂單網格條目* ）。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 msgid "" "To configure a product form to use either a product configurator or variant " "grid entry, start by navigating to :menuselection:`Sales app --> Products " "--> Products` to view all the products in the database." msgstr "" "若要將產品表單配置為使用產品配置器或變體網格條目，請先前往 :menuselection:`銷售應用程式 --> 產品 --> " "產品`，以查看資料庫中的所有產品。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46 msgid "" "Then, select the desired product to configure, or click :guilabel:`New`, to " "create a new product from scratch. Once on the product form, click into the " ":guilabel:`Attributes \\& Variants` tab, where product variants can be " "viewed, modified, and added." msgstr "" "之後，選擇想要配置的產品，或按一下 :guilabel:`新增`，由零開始建立新產品。進入產品表單後，按一下 :guilabel:`屬性及變體` " "分頁，該處可檢視、修改及新增產品變體。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50 msgid "" "At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a " ":guilabel:`Sales Variant Selection` section with two options: " ":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`." msgstr "" "在 :guilabel:`屬性及變體` 分頁的底部，有一個 :guilabel:`選取銷售變體` " "部分，當中有兩個選項：:guilabel:`產品配置器` 及 :guilabel:`訂單網格條目`。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55 msgid "" "It should be noted that these options **only** appear if at least two values" " of an attribute have been added to the record." msgstr "請留意， **只有** 在某項屬性有至少兩個值已加入至記錄時，這些選項才會出現。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Sales variant selection options on the attributes and variants tab on " "product form." msgstr "產品表單屬性及變體分頁上的選取銷售變體選項。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" "These options determine which method is used when adding product variants to" " quotations or sales orders." msgstr "這些選項決定將產品變體加入報價單或銷售訂單時，會採用哪種方法。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65 msgid "" "The :guilabel:`Product Configurator` provides a pop-up window that neatly " "displays all the available product variants for that particular product when" " it's added to a quotation. However, only one variant can be selected/added " "at a time." msgstr "" ":guilabel:`產品配置器` " "提供一個彈出視窗，當某項產品加入報價單時，視窗會整齊地顯示該產品所有可用的產品變體。但是，每次只可選取/加入一項變體。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69 msgid "" "The :guilabel:`Order Grid Entry` provides the same information as the " ":guilabel:`Product Configurator` in a table layout, allowing the user to " "select larger numbers of unique product variants, and add them to a " "quotation/sales order, in a single view." msgstr "" ":guilabel:`訂單網格條目` 提供與 :guilabel:`產品配置器` " "相同的資訊，不過使用表格形式，讓使用者即使留在同一個檢視畫面，都可選取大量不同的產品變體，將它們加入至報價單/銷售訂單。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "Product configurator" msgstr "產品配置器" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76 msgid "" "The product configurator feature appears as a :guilabel:`Configure` pop-up " "window, as soon as a product with (at least two) variants is added to a " "quotation or sales order, but **only** if the :guilabel:`Product " "Configurator` option is selected on its product form." msgstr "" "將擁有（至少兩個）變體的產品加入報價單或銷售訂單後，產品配置器功能就會即時以 :guilabel:`配置` 彈出視窗的形式顯示，但 **只會** " "在產品表單選擇了 :guilabel:`產品配置器` 選項時，才會這樣顯示。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The product configurator pop-up window that appears on a quotation or sales " "order." msgstr "報價單或銷售訂單上顯示的產品配置器彈出視窗。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85 msgid "" "This :guilabel:`Configure` pop-up window also appears if the " ":guilabel:`Order Grid Entry` setting is **not** activated, as it is the " "default option Odoo uses when dealing with product variants on quotations " "and/or sales orders." msgstr "" "即使 **未啟動** :guilabel:`訂單網格條目` 設定，系統仍會顯示此 :guilabel:`配置` 彈出視窗，因為它是 Odoo " "處理報價單及/或銷售訂單產品變體時，預設使用的選項。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 msgid "" "The :guilabel:`Product Configurator` option lets salespeople choose exactly " "which product variant to add to the quotation or sales order using a format " "similar to online shopping." msgstr ":guilabel:`產品配置器` 選項可讓銷售人員使用類似線上購物的格式，準確選擇要加入報價單或銷售訂單的產品變體。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "訂單網格條目" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 msgid "" "The order grid entry feature appears as a :guilabel:`Choose Product " "Variants` pop-up window, as soon as a product with (at least two) variants " "is added to a quotation or sales order, but **only** if the :guilabel:`Order" " Grid Entry` option is selected on its product form." msgstr "" "將擁有（至少兩個）變體的產品加入報價單或銷售訂單後，訂單網格條目功能就會即時以 :guilabel:`選擇產品變體` 彈出視窗的形式顯示，但 " "**只會** 在產品表單選擇了 :guilabel:`訂單網格條目` 選項時，才會這樣顯示。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The choose product variants pop-up window that appears on a quotation in " "Odoo." msgstr "在 Odoo 報價單中顯示的選擇產品變體彈出視窗。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 msgid "" "The :guilabel:`Choose Product Variants` pop-up window features all the " "variant options for that particular product. From this pop-up window, the " "salesperson can designate how many of each variant they'd like to add to the" " quotation/sales order at once." msgstr "" ":guilabel:`選擇產品變體` 彈出視窗提供選定產品的所有變體選項。在這個彈出視窗中，銷售人員可設定每項變體一次過可加入報價單/銷售訂單的數量。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107 msgid "" "When all the desired quantities and variants have been selected, the " "salesperson simply clicks :guilabel:`Confirm`, and those orders are " "instantly added to the quotation/sales order in the :guilabel:`Order Lines` " "tab." msgstr "" "完成選擇所需的數量及產品款式變體後，銷售人員只需按一下 :guilabel:`確認`，該些訂購項目就會立即加入報價單/銷售訂單的 " ":guilabel:`訂單資料行` 分頁內。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Populated order lines tab after order grid entry has been chosen to select " "products." msgstr "選用訂單網格條目去選取產品後，填入的訂單資料行分頁。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116 msgid ":doc:`../products_prices/products/variants`" msgstr ":doc:`../products_prices/products/variants`" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3 msgid "PDF quote builder" msgstr "PDF 報價單製作工具" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5 msgid "" "The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send " "customers a fully customized PDF file for quotes, showcasing the company and" " products, with various information and design elements, instead of just " "showing the price and total." msgstr "" "Odoo *銷售* 應用程式中的 *PDF 報價單製作工具* ，讓你向客戶發送完全可自訂的報價單 PDF " "檔案，利用各種資訊性及設計元素，展示公司形象及產品，而非僅僅顯示價格及總額。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9 msgid "" "The PDF Quote Builder groups header pages, product descriptions, the " "price(s), and footer pages to create a detailed quote. It can also inject " "dynamic texts or custom notes in the PDF to personalize the offer for the " "customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13 msgid "" "Having a customized PDF in quotes provides a heightened conclusion to the " "shopping experience for customers, and adds an elegant level of " "professionalism to a company." msgstr "使用客製化的 PDF 報價單，可提升客戶的購物體驗，並為公司形象增添優雅及專業水平。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17 msgid "" "`Odoo Quick Tips - Create a PDF quote [video] " "`_" msgstr "" "`Odoo 快速教學 - 建立 PDF 報價單 [影片] `_" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:20 msgid "" "It is recommended to edit PDF forms with Adobe software. The form fields on " "the header and footer PDF templates are necessary to get dynamic values with" " Odoo." msgstr "建議使用 Adobe 軟體去編輯 PDF 表單。若要透過 Odoo 取得動態值，必須要有頁首及頁尾 PDF 範本上的表單欄位。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:26 msgid "" "In order to add custom PDF files for quotes, the :guilabel:`PDF Quote " "builder` feature *must* be configured." msgstr "若要為報價單加入自訂 PDF 檔案， *必須* 先配置 :guilabel:`PDF 報價單製作工具` 功能。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:29 msgid "" "To do that, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. Then, on the :guilabel:`Settings` page, scroll to the " ":guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote" " builder` feature." msgstr "" "要執行此操作，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`。然後，在 :guilabel:`設定` 頁面上，捲動至" " :guilabel:`報價單及訂單` 部分，找出 :guilabel:`PDF 報價單製作工具` 功能。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:34 msgid "Add PDF as Header/Footer" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:36 msgid "" "In Odoo *Sales*, it's possible to add a custom PDF that can be used either " "as a header or a footer. When the PDF quote builder is activated in a " "quotation, you can then select as many headers and footers as you wish to " "use, these PDF will then also be inserted in the final PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:40 msgid "" "To add a custom PDF as header or footer, start by navigating to " ":menuselection:`Sales app --> Configuration --> Headers/Footers`. From this " "page, either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:44 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:173 msgid "" "Clicking :guilabel:`Upload` instantly provides the opportunity to upload the" " desired document. Then, the document can be further configured on the " "document card, or by clicking the three dots icon in the top right corner of" " the document card, and then clicking :guilabel:`Edit`." msgstr "" "按一下 :guilabel:`上載` 可立即上載所需的文件。之後，你更可在文件卡上，對文件作進一步配置，或按一下文件卡右上角的三點圖示，再按 " ":guilabel:`編輯`。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:48 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:177 msgid "" "Clicking :guilabel:`New` reveals a blank documents form, in which the " "desired PDF can be uploaded via the :guilabel:`Upload your file` button on " "the form, located in the :guilabel:`File Content` field." msgstr "" "按下 :guilabel:`新增` 後，會顯示一個空白文件表單，可在該表單上 :guilabel:`檔案內容` 欄位中的 " ":guilabel:`上載檔案` 按鈕，上載所需的 PDF。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:52 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:185 msgid "" "Various information and configurations related to the uploaded document can " "be modified here." msgstr "此處可修改與所上載文件相關的各種資訊及配置。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:187 msgid "" "The first field on the documents form is for the :guilabel:`Name` of the " "document, and it is grayed-out (not clickable) until a document is uploaded." " Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated " "with the name of the PDF, and it can then be edited." msgstr "" "文件表單的第一個欄位用作設定文件的 :guilabel:`名稱`，未有上載文件之前，此欄位會呈現灰色（不可點選）。上載 PDF " "後，:guilabel:`名稱` 欄位會自動填入 PDF 的名稱，然後便可編輯。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:58 msgid "" "Then, in the :guilabel:`Document Type` field, click the drop-down menu, and " "select either: :guilabel:`Header`, or :guilabel:`Footer` to define whether " "these files would be selectable to be at the beginning or at the end of your" " quote." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62 msgid "" "Under this, in the :guilabel:`Quotation Templates` section, you can restrict" " this PDF to some quotation templates only." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66 msgid "" "Alternatively, you can also navigate to :menuselection:`Sales app --> " "Configuration --> Quotation Templates`, select a template and directly " ":guilabel:`Add` or :guilabel:`Upload` a PDF to it in the :guilabel:`Quote " "Builder` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70 msgid "" "Lastly, beside the :guilabel:`File Content` field, you have the possibility " "to :guilabel:`Configure dynamic fields`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74 msgid "Dynamic text in PDFs" msgstr "PDF 內的動態文字" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76 msgid "" "While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-" "fill the PDF content with information related to the quote from the Odoo " "database, like names, prices, etc." msgstr "" "為報價單建立自訂 PDF 時，你可選用 Odoo 的 *動態文字* 功能，利用 Odoo 資料庫內與該次報價相關的資訊，自動填寫 PDF " "內容，例如名稱、價格等。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:79 msgid "" "Dynamic text values are form components (text inputs) that can be added in a" " PDF file, and Odoo automatically fills those values in with information " "related to the quote." msgstr "動態文字值是可以加入 PDF 檔案的表單元件（文字輸入）。Odoo 會自動使用與該次報價相關的資訊，填寫這些值。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:83 msgid "Dynamic text values" msgstr "動態文字值" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:85 msgid "" "Below are common dynamic text values used in custom PDFs that are already " "mapped to the correct fields, and what they represent." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88 msgid "For headers and footers PDF:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90 msgid ":guilabel:`name`: Sales Order Reference" msgstr ":guilabel:`name`：銷售訂單參考編號" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91 msgid ":guilabel:`partner_id__name`: Customer Name" msgstr ":guilabel:`partner_id__name`：客戶名稱" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92 msgid ":guilabel:`user_id__name`: Salesperson Name" msgstr ":guilabel:`user_id__name`：銷售人員姓名" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93 msgid ":guilabel:`amount_untaxed`: Untaxed Amount" msgstr ":guilabel:`amount_untaxed`：未連稅金額" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94 msgid ":guilabel:`amount_total`: Total Amount" msgstr ":guilabel:`amount_total`：總金額" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:95 msgid ":guilabel:`delivery_date`: Delivery Date" msgstr ":guilabel:`delivery_date`：送貨日期" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:96 msgid ":guilabel:`validity_date`: Expiration Date" msgstr ":guilabel:`validity_date`：到期日" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97 msgid ":guilabel:`client_order_ref`: Customer Reference" msgstr ":guilabel:`client_order_ref`：客戶參考編號" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:100 msgid "For product PDF:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:102 msgid ":guilabel:`description`: Product Description" msgstr ":guilabel:`description`：產品描述" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:103 msgid ":guilabel:`quantity`: Quantity" msgstr ":guilabel:`quantity`：數量" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:104 msgid ":guilabel:`uom`: Unit of Measure (UoM)" msgstr ":guilabel:`uom`：計量單位（UoM）" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:105 msgid ":guilabel:`price_unit`: Price Unit" msgstr ":guilabel:`price_unit`：價格單位" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:106 msgid ":guilabel:`discount`: Discount" msgstr ":guilabel:`discount`：折扣" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:107 msgid ":guilabel:`product_sale_price`: Product List Price" msgstr ":guilabel:`product_sale_price`：產品標示售價" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108 msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)" msgstr ":guilabel:`taxes`：稅項名稱，以半形逗號分隔（`,`）" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:109 msgid ":guilabel:`tax_excl_price`: Tax Excluded Price" msgstr ":guilabel:`tax_excl_price`：未連稅價格" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:110 msgid ":guilabel:`tax_incl_price`: Tax Included Price" msgstr ":guilabel:`tax_incl_price`：連稅價格" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:112 msgid "" "After uploading a PDF, you can then :guilabel:`Configure dynamic fields`. " "This will allow you to map any field name found in your PDF to the field you" " want to show by writing down any existing path. Headers and footers starts " "from the current :guilabel:`sale_order` model, whereas product document " "follows their path from their :guilabel:`sale_order_line`. Leaving that path" " empty allows you to fill a custom notes, directly from the specific quote " "that requires it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:120 msgid "" "When a PDF is built, it's best practice to use common dynamic text values " "(:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the " "database, Odoo auto-populates those fields with the information from their " "respective fields." msgstr "" "製作 PDF 時，最佳做法是使用常用的動態文字值（例如 :guilabel:`name` 及 " ":guilabel:`partner_id_name`）。至上載到資料庫時，Odoo 會使用相應欄位的資訊，自動填入這些欄位。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:124 msgid "" "In this case, Odoo would auto-populate the Sales Order Reference in the " ":guilabel:`name` dynamic text field, and the Customer Name in the " ":guilabel:`partner_id_name` field." msgstr "" "在此情況下，Odoo 會在 :guilabel:`name` 動態文字欄位中，自動填入銷售訂單參考編號，並在 " ":guilabel:`partner_id_name` 欄位填入客戶名稱。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "PDF quote being built using common dynamic placeholders." msgstr "使用常用動態佔位符建立 PDF 報價單。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:131 msgid "" "Once the PDF file(s) are complete, save them to the computer's hard drive, " "and proceed to upload them to Odoo via :menuselection:`Sales app --> " "Configuration --> Headers/Footers`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:135 msgid "" "When uploading PDF containing the form field " ":guilabel:`invoice_partner_country`, which is an information available in " "the sales order, configure the :guilabel:`path` of the :guilabel:`Form Field" " Name` to: - :guilabel:`partner_invoice_id.country_id.name` for a header or " "footer document - :guilabel:`order_id.partner_invoice_id.country_id.name` " "for a product document fills the form with the invoice partner country's " "name when the PDF is built." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:143 msgid "" "When uploading any PDF containing the form field :guilabel:`custom_note`, " "leaving the :guilabel:`path` empty allows the seller to write down any note " "where that form field is in that document and shown when the PDF is built." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:148 msgid "Add PDF to product" msgstr "向產品加入 PDF" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:150 msgid "" "In Odoo *Sales*, it's also possible to add a custom PDF to a product form. " "When a PDF is added to a product, and that product is used in a quotation, " "that PDF is also inserted in the final PDF." msgstr "" "在 Odoo *銷售* 應用程式中，你也可將自訂 PDF 加入至產品表單。加入 PDF 至產品後，在報價單使用該產品時，該 PDF 也會插入至最終的 " "PDF 內。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153 msgid "" "To add a custom PDF to a product, start by navigating to " ":menuselection:`Sales app --> Products --> Products`, and select the desired" " product to which a custom PDF should be added." msgstr "" "要將自訂 PDF 加入至產品，請先前往 :menuselection:`銷售應用程式 --> 產品 --> 產品`，然後選擇想要新增自訂 PDF " "的產品。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:157 msgid "" "A document could also be added to a product variant, instead of a product. " "If there are documents on a product *and* on its variant, **only** the " "documents in the variant are shown." msgstr "文件除了可加入產品內，也可加入至產品變體。如果某項產品 *以及* 其變體內都有文件，系統 **只會** 顯示變體中的文件。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:160 msgid "" "To add a custom document to a product variant, navigate to " ":menuselection:`Sales app --> Products --> Product Variants`. Select the " "desired variant, click the :guilabel:`Documents` smart button, and proceed " "to upload the custom document(s) to the specific product variant." msgstr "" "要將自訂文件加入至產品變體，請前往 :menuselection:`銷售應用程式 --> 產品 --> 產品變體`。選擇所需的變體，按一下 " ":guilabel:`文件` 智慧按鈕，然後繼續將自訂文件上載至該產品變體。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:164 msgid "" "On the product page, click the :guilabel:`Documents` smart button at the top" " of the page." msgstr "在產品頁面上，按一下頁面頂部的 :guilabel:`文件` 智慧按鈕。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "The Documents smart button on a product form in Odoo Sales." msgstr "Odoo 銷售應用程式中，產品表單上的「文件」智慧按鈕。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170 msgid "" "Doing so reveals a separate :guilabel:`Documents` page for that product, " "wherein files related to that product can be uploaded. From this page, " "either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" "系統會就該產品顯示一個獨立的 :guilabel:`文件` 頁面，該處可上載與產品相關的文件及檔案。在此頁面中，按一下 :guilabel:`新增` 或" " :guilabel:`上載`。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "A standard document form with various fields for a specific product in Odoo " "Sales." msgstr "Odoo 銷售應用程式中，特定產品的標準文件表單，內有各種欄位。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191 msgid "" "Prior to uploading a document, there's the option to designate whether the " "document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` " "drop-down field menu." msgstr "" "上載文件之前，你可指定該文件是 :guilabel:`檔案` 還是 :guilabel:`網址`，方法是在 :guilabel:`類型` " "下拉式欄位選單中選擇。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "A standard document form with an uploaded pdf in Odoo Sales." msgstr "Odoo 銷售應用程式中，包含已上載 pdf 的標準文件表單。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:199 msgid "" "If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to " ":guilabel:`File`, and it cannot be modified." msgstr "如果是上載 PDF，:guilabel:`類型` 欄位會自動填入 :guilabel:`檔案`，而且之後無法修改。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:202 msgid "" "Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field," " click the drop-down menu, and select either: :guilabel:`Quotation`, " ":guilabel:`Confirmed order`, or :guilabel:`Inside quote`." msgstr "" "然後，在 :guilabel:`銷售` 部分的 :guilabel:`可見於` " "欄位中，按一下下拉式選單，選擇以下其中一項：:guilabel:`報價單`、:guilabel:`已確認訂單` 或 :guilabel:`內部報價單`。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206 msgid "" ":guilabel:`Quotation`: the document is sent to (and accessible by) customers" " at any time." msgstr ":guilabel:`報價單`：文件會傳送給客戶，並可供客戶隨時存取。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208 msgid "" ":guilabel:`Confirmed order`: the document is sent to customers upon the " "confirmation of an order. This is best for user manuals and other " "supplemental documents." msgstr ":guilabel:`已確認訂單`：要在訂單確認後，才將文件傳送給客戶。此選項較適合提供用戶手冊及其他補充文件時使用。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211 msgid "" ":guilabel:`Inside quote`: the document is included in the PDF of the " "quotation, between the header pages and the :guilabel:`Pricing` section of " "the quote." msgstr ":guilabel:`報價單內`：文件會包含在報價單 PDF 內，位於報價單的頁首頁面與 :guilabel:`定價` 部分之間。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:215 msgid "" "When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` " "field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, " "the PDF is visible on the quotation the in the *customer portal* under the " ":guilabel:`Documents` field." msgstr "" "若在 :guilabel:`可見於` 欄位選擇了 :guilabel:`報價單內` 選項，並上載自訂的 PDF 檔案 `Sample " "Builder.pdf`，該 PDF 會在 *客戶門戶網站* 中的 :guilabel:`文件` 欄位下的報價單內顯示。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales." msgstr "Odoo 銷售應用程式中，已上載的 pdf 範例，當中選擇了「報價單內」選項。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223 msgid "" "Beside the :guilabel:`File Content` field, you have the possibility to " ":guilabel:`Configure dynamic fields`. When doing so, remember that the " "starting model is the :guilabel:`sale_order_line`, unlike for headers and " "footers that start from the :guilabel:`sale_order`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:228 msgid "" "Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to " ":guilabel:`Show on product page` on the front-end (in the online store)." msgstr "" "最後，在 :guilabel:`電子商務` 部分，決定是否要在前端介面（線上商店）內顯示。若需要，請選用 :guilabel:`在產品頁面顯示`。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:232 msgid "" "When the :guilabel:`Show on product page` option is enabled, a link to the " "uploaded document, `Sample Builder.pdf`, appears on the product's page, " "located on the frontend in the online store." msgstr "" "啟用了 :guilabel:`在產品頁面顯示` 選項後，一條指向已上載文件 `Sample Builder.pdf` " "的連結，會在線上商店前端介面的產品頁面上顯示。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:235 msgid "" "It appears beneath a :guilabel:`Documents` heading, with a link showcasing " "the name of the uploaded document." msgstr "它會出現在 :guilabel:`文件` 小標題下方，附有一條顯示已上載文件名稱的連結。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Showing a link to an uploaded document on a product page using Odoo Sales." msgstr "在使用 Odoo 銷售應用程式的產品頁面上，顯示已上載文件的連結。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:243 msgid "PDF quote" msgstr "PDF 報價單" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:245 msgid "" "On a :guilabel:`Sales Order`, in the :guilabel:`Quote Builder` tab, select " "any document you want to be merged within the final PDF. If this document " "has custom fields, you'll then be able to write same notes to fill the PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:249 msgid "" "You can add as many headers, product documents and footers you want to " "customize your quote to the needs of your customers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:252 msgid "" "Once a quote with a pre-configured PDF has been confirmed, Odoo provides the" " option to print the confirmed quote to check for errors, or to keep for " "records." msgstr "附有預先配置 PDF 的報價單獲確認後，Odoo 會提供選項，讓你列印已確認報價單，以檢查錯誤或保留書面記錄。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:255 msgid "" "To print the PDF quote, navigate to the confirmed quote, and click the " ":guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down " "menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`." msgstr "" "若要列印 PDF 報價單，請前往已確認的報價單，然後按一下 :guilabel:`⚙️ （齒輪）` 圖示，以顯示下拉式選單。在此下拉式選單中，選擇 " ":guilabel:`列印`，然後選擇 :guilabel:`PDF 報價單`。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "Print pdf quote option on drop-down menu located on confirmed sales order in" " Odoo Sales." msgstr "在 Odoo 銷售應用程式中，已確認銷售訂單的下拉式選單中，列印 pdf 報價單的選項。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:263 msgid "" "Doing so instantly downloads the PDF quote. When opened, the PDF quote, " "along with the configured product PDF that was set to be visible inside the " "quote, can be viewed and printed." msgstr "執行此操作後，系統會立即開始下載 PDF 報價單。開啟檔案時，PDF 報價單、以及已配置為在報價單內可見的產品 PDF，都可供檢視及列印。" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:267 msgid "" "Download these :download:`PDF quote builder examples " "` or download " ":download:`sample quotation ` for " "added reference." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Quotation templates" msgstr "報價單範本" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5 msgid "" "Reusable quotation templates can be made in Odoo's **Sales** app for common " "products or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:7 msgid "" "By using these templates, quotations can be tailored and sent to customers " "at a quicker pace, without having to create new quotations from scratch " "every time a sales negotiation occurs." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:15 msgid "" "To use quotation templates, begin by activating the setting in " ":menuselection:`Sales app --> Configuration --> Settings`, and scroll to the" " :guilabel:`Quotations &_Orders` heading." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:18 msgid "" "Under the heading, tick the :guilabel:`Quotation Templates` checkbox. Doing " "so reveals a new :guilabel:`Default Template` field, in which a default " "quotation template can be chosen from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "How to enable quotation templates on Odoo Sales." msgstr "如何在 Odoo 銷售程式中，啟用報價單範本。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:25 msgid "" "Upon activating the :guilabel:`Quotation Template` feature, an internal " ":icon:`fa-arrow-right` :guilabel:`Quotation Templates` link appears beneath " "the :guilabel:`Default Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:28 msgid "" "Clicking this link reveals the :guilabel:`Quotation Templates` page, from " "which templates can be created, viewed, and edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:31 msgid "" "Before leaving the :guilabel:`Settings` page, do not forget to click the " ":guilabel:`Save` button to save all changes made during the session." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37 msgid "Create quotation templates" msgstr "建立報價單範本" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39 msgid "" "To create a quotation template, click the :guilabel:`Quotation Templates` " "link on the :guilabel:`Settings` page once :guilabel:`Quotation templates` " "are enabled, or navigate to :menuselection:`Sales app --> Configuration --> " "Quotation Templates`. Both options reveal the :guilabel:`Quotation " "Templates` page, where quotation templates can be created, viewed, and " "edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates page in the Odoo Sales application." msgstr "Odoo 銷售應用程式中的報價單範本頁面。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47 msgid "" "To create a new quotation template, click the :guilabel:`New` button, " "located in the upper-left corner. Doing so reveals a blank quotation " "template form that can be customized." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Create a new quotation template on Odoo Sales." msgstr "在 Odoo 銷售應用程式中，建立新的報價單範本。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:53 msgid "" "Start by entering a name for the template in the :guilabel:`Quotation " "Template` field." msgstr "首先，在 :guilabel:`報價單範本` 欄位中，輸入範本名稱。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:55 msgid "" "Then, in the :guilabel:`Quotation Validity` field, designate how many days " "the quotation template will remain valid for, or leave the field on the " "default `0` to keep the template valid indefinitely." msgstr "然後，在 :guilabel:`報價單有效期` 欄位中，設定報價單範本將維持有效的天數，或將該欄位保留為預設值 `0`，使範本無限期有效。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:59 msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank drop-down " "menu to select a preconfigured email template to be sent to customers upon " "confirmation of an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:63 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " "and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from" " the drop-down menu that appears." msgstr "" "若要從 :guilabel:`確認郵件` " "欄位中，直接建立新的電子郵件範本，請在欄位中開始輸入新電郵範本的名稱，然後在顯示的下拉式功能表中選擇以下其中一項：:guilabel:`建立` 或 " ":guilabel:`建立並編輯⋯`。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:67 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" " later." msgstr "選擇 :guilabel:`建立` 會建立電子郵件範本，並可於稍後編輯範本。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create and edit...` creates the email template, and a " ":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " "email template can be customized and configured immediately." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Create confirmation mail pop-up window from the quotation template form in " "Odoo Sales." msgstr "從 Odoo 銷售應用程式中的報價單範本表單建立確認郵件的彈出視窗。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 msgid "" "When all modifications are complete, click :guilabel:`Save & Close` to save " "the email template and return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "如果在多公司環境中操作，請使用 :guilabel:`公司` 欄位設定此報價單範本適用於哪一間公司。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " "orders with this template will invoice in that specified journal. If no " "journal is set in this field, the sales journal with the lowest sequence is " "used." msgstr "" "如果有在 :guilabel:`開立發票日記賬` " "欄位設定日記賬，使用此範本的所有銷售訂單，都會使用該指定日記賬開立發票。如果此欄位中未設定日記賬，會使用序號最低的銷售日記賬。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:86 msgid "" "If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " "features are activated in the :guilabel:`Settings` (:menuselection:`Sales " "app --> Configuration --> Settings`), those options are available on " "quotation template forms." msgstr "" "如果在 :guilabel:`設定` 中（:menuselection:`銷售應用程式 --> 配置 --> 設定`）啟動了 " ":guilabel:`線上簽名` 及/或 :guilabel:`線上付款` 功能，這些選項將會在報價單範本表單上可用。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:90 msgid "" "Check the box beside :guilabel:`Online Signature` to request an online " "signature from the customer to confirm an order." msgstr "勾選 :guilabel:`線上簽名` 旁邊的方格，可邀請客戶透過網上簽名確認訂單。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 msgid "" "Check the box beside :guilabel:`Online Payment` to request an online payment" " from the customer to confirm an order. When :guilabel:`Online Payment` is " "checked, a new percentage field appears, in which a specific percentage of " "payment can be entered." msgstr "" "勾選 :guilabel:`線上付款` 旁邊的方格，可要求客戶透過網上付款去確認訂單。選用 :guilabel:`線上付款` " "時，會顯示一個新的百分比欄位，你可在該處輸入要求的付款百分比。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:97 msgid "" "Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " "can be enabled simultaneously, in which case the customer must provide " "**both** a signature **and** a payment to confirm an order." msgstr "" ":guilabel:`線上簽名` 及 :guilabel:`線上付款` 兩個選項可同時啟用。在這種情況下，客戶必須 **同時** 提供簽名 **以及**" " 付款，才可確認訂單。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:101 msgid "" "In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" "configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," " etc.) to designate how often this quotation template should occur." msgstr "" "在 :guilabel:`重複計劃` 欄位中，你可選擇各種預先配置的時間長度（例如 :guilabel:`每月`、:guilabel:`每季` " "等），以指定此報價單範本應使用的頻率。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 msgid "" "The :guilabel:`Recurring Plan` field **only** applies to subscription plans." " For more information, check out the documentation on " ":doc:`../../subscriptions/plans`." msgstr "" ":guilabel:`重複計劃` 欄位 **只限** " "定期訂購計劃適用。想知更多資訊，請參閱相關使用說明：:doc:`../../subscriptions/plans`。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:110 msgid "Lines tab" msgstr "資料行分頁" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:112 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " ":guilabel:`Add a section` (and dragging/dropping section headers), and " "further explained with discretionary information (such as warranty details, " "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" "在 :guilabel:`資料行` 分頁中，你可以：按一下 :guilabel:`加入產品`，將產品加入至報價單範本；按一下 " ":guilabel:`新增分節`（並拖放分節標題至適當位置）以整理報價單資料；按一下 " ":guilabel:`加入備註`，交代及進一步解釋其他資訊（例如保固詳情、條款等）。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:117 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" "若要將產品加入至報價單範本，請在報價單範本表單的 :guilabel:`資料行` 分頁中，按一下 :guilabel:`加入產品`。系統會在 " ":guilabel:`產品` 直欄顯示一個空白欄位。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "When clicked, a drop-down menu with existing products in the database " "appears. Select the desired product from the drop-down menu to add it to the" " quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "If the desired product is not readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " "drop-down menu. Products can also be found by clicking :guilabel:`Search " "More...` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:128 msgid "" "It is possible to add event-related products (booths and registrations) to " "quotation templates. To do so, click the :guilabel:`Product` field, type in " "`Event`, and select the desired event-related product from the resulting " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "將產品加入至報價單範本時，預設的 :guilabel:`數量` 是 `1`，但你可隨時編輯此值。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:136 msgid "" "Then, drag and drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:139 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " "When clicked, a blank field appears, in which the desired name of the " "section can be typed. When the name has been entered, click away to secure " "the section name." msgstr "" "**分節** 是用作整理銷售訂單資料行的小標題。要新增 *分節* ，請在 :guilabel:`資料行` 分頁中按一下 " ":guilabel:`加入分節`。按下時，會出現一個空白欄位，你可在該處輸入所需的分節名稱或小標題。輸入名稱後，按一下欄位外的其他位置，便可儲存分節名稱。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:144 msgid "" "Then, drag and drop the section name to the desired position, via the " ":icon:`oi-apps` :guilabel:`(six squares)` icon, located to the left of each " "line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 msgid "" "To add a note, which appears as a piece of text for the customer on the " "quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " "clicked, a blank field appears, in which the desired note can be typed. When" " the note has been entered, click away to secure the note." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 msgid "" "Then, drag and drop the note to the desired position, via the :icon:`oi-" "apps` :guilabel:`(six squares)` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:154 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :icon:`fa-trash` :guilabel:`(remove record)` icon on" " the far-right side of the line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:160 msgid "" "Using *optional products* is a marketing strategy that involves the cross-" "selling of products along with a core product. The aim is to offer useful " "and related products to customers, which may result in an increased sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:165 msgid "" "If a customer wants to buy a car, they have the choice to order massaging " "seats as an additional product that compliments the car, or ignore the offer" " and buy the car alone." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " "orders themselves, if desired." msgstr "可選購產品會在銷售訂單及電子商務頁面底部，以一個分節的形式顯示。如有需要，顧客可立即將該處的產品，加入至自己的線上銷售訂單。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "選購產品在 Odoo 銷售應用程式的典型銷售訂單上顯示。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:174 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" " tab, if applicable." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "按一下 :guilabel:`加入資料行` 後，系統會在 :guilabel:`產品` 直欄顯示一個空白欄位。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :icon:`fa-trash` :guilabel:`(remove record)` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "**並非必須** 要有可選購產品，才可建立報價單範本。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms & Conditions tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms & Conditions` tab provides the opportunity to add terms" " and conditions to the quotation template. To add terms and conditions, type" " the desired terms and conditions in this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:195 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:198 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "**並非必須** 要有條款及條件細則，才可建立報價單範本。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:201 msgid "Use quotation templates" msgstr "使用報價單範本" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:203 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "preconfigured template in the :guilabel:`Quotation Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" "The order of the templates in the :guilabel:`Quotation Template` field is " "determined by the order of the templates in the Quotation Templates form. " "The order of the quotations in the Quotation Templates form does **not** " "affect anything else." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:211 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" "end of the website through Odoo's customer portal." msgstr "" "若要查看客戶將看到的內容，請按一下頁面頂部的 :guilabel:`預覽` 按鈕，透過 Odoo 的客戶門戶網站，查看報價範本在網站前端將會如何顯示。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Customer preview of a quotation template in Odoo Sales." msgstr "Odoo 銷售應用程式中，報價單範本的客戶預覽。" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to save the configuration." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:221 msgid "" "The blue banner located at the top of the quotation template preview can be " "used to quickly return :icon:`fa-arrow-right` :guilabel:`Back to edit mode`." " When clicked, Odoo returns to the quotation form in the back-end of the " "*Sales* application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:226 msgid "Mass cancel quotations/sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:228 msgid "" "Cancel multiple quotations (or sales orders) by navigating to the " ":menuselection:`Sales app --> Orders --> Quotations` dashboard, landing, by " "default, in the list view. Then, on the left side of the table, tick the " "checkboxes for the quotations to be canceled." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 msgid "" "Select all records in the table by selecting the checkbox column header at " "the top-left of the table; the total number of selected items are displayed " "at the top of the page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:236 msgid "" "Then, with the desired quotations (or sales orders) selected from the list " "view on the :guilabel:`Quotations` page, click the :icon:`fa-cog` " ":guilabel:`Actions` button to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 msgid "From this drop-down menu, select :guilabel:`Cancel quotations`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "The Cancel quotations option on the Actions drop-down menu in the Odoo Sales" " application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid "" "This action can be performed for quotations in *any* stage, even if it is " "confirmed as a sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 msgid "" "Upon selecting the :guilabel:`Cancel quotations` option, a :guilabel:`Cancel" " quotations` confirmation pop-up window appears. To complete the " "cancellation, click the :guilabel:`Cancel quotations` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 msgid "" "An error pop-up message appears when attempting to cancel an order for an " "ongoing subscription that has an invoice." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:5 msgid "Shopee Connector" msgstr "Shopee 蝦皮連接器" #: ../../content/applications/sales/sales/shopee_connector.rst:7 msgid "" "The **Shopee Connector** synchronizes orders between Shopee and Odoo, which " "considerably reduces the amount of time spent manually entering Shopee " "orders (from the Shopee Seller account) into Odoo. It also allows users to " "accurately keep track of Shopee sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:14 msgid "The **Shopee Connector** is able to:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:16 msgid "" "Synchronize (Shopee to Odoo) all confirmed orders, and their order items, " "which include:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:18 msgid "Product name" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:19 msgid "SKU reference" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:20 msgid "Quantity" msgstr "數量" #: ../../content/applications/sales/sales/shopee_connector.rst:22 msgid "" "Synchronize (Odoo to Shopee) all available quantities of your products " "(:abbr:`FBM (Fulfilled by Merchant)`)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:25 msgid "Support multiple Shopee marketplaces (shops) per seller account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:28 msgid "" "The **Shopee Connector** is designed to synchronize sales orders data. Other" " actions, such as downloading weekly/monthly income/fees reports, handling " "disputes, or issuing refunds, **must** be managed from the *Shopee Seller " "Central*, as usual." msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:33 msgid "Shopee supported marketplaces" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:36 msgid "**APAC region**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:38 msgid "Indonesia" msgstr "印尼" #: ../../content/applications/sales/sales/shopee_connector.rst:38 msgid "Shopee.co.id" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Taiwan" msgstr "台灣" #: ../../content/applications/sales/sales/shopee_connector.rst:40 msgid "Shopee.tw" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Vietnam" msgstr "越南" #: ../../content/applications/sales/sales/shopee_connector.rst:42 msgid "Shopee.vn" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Thailand" msgstr "泰國" #: ../../content/applications/sales/sales/shopee_connector.rst:44 msgid "Shopee.co.th" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Philippines" msgstr "菲律賓" #: ../../content/applications/sales/sales/shopee_connector.rst:46 msgid "Shopee.ph" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Malaysia" msgstr "馬來西亞" #: ../../content/applications/sales/sales/shopee_connector.rst:48 msgid "Shopee.com.my" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:50 msgid "Singapore" msgstr "新加坡" #: ../../content/applications/sales/sales/shopee_connector.rst:50 msgid "Shopee.sg" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:54 msgid "**South America region**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:56 msgid "Brazil" msgstr "巴西" #: ../../content/applications/sales/sales/shopee_connector.rst:56 msgid "Shopee.com.br" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Chile" msgstr "智利" #: ../../content/applications/sales/sales/shopee_connector.rst:58 msgid "Shopee.cl" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:60 msgid "Colombia" msgstr "哥倫比亞" #: ../../content/applications/sales/sales/shopee_connector.rst:60 msgid "Shopee.com.co" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:62 msgid "Shopee.com.mx" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:66 msgid ":doc:`shopee_connector/setup`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector.rst:67 msgid ":doc:`shopee_connector/manage`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:3 msgid "Shopee order management" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:6 msgid "Product catalog mapping" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:9 msgid "New Odoo customers with no existing products" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:11 msgid "" "If you are starting a new Odoo database and your products are only on " "Shopee, you can import your Shopee product catalog into Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:14 msgid "" "**Export Shopee catalog:** Use the *Mass Function* drop-down to export the " "product catalog from Shopee, ensuring it includes the Shopee SKUs." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:0 msgid "Mass Function drop-down in Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:20 msgid "" "**Import into Odoo:** :doc:`Import <../../../essentials/export_import_data>`" " the exported catalog into Odoo. During the import process, it is *crucial* " "to map the Shopee SKU to the *Internal Reference* field in Odoo. This field " "will serve as the link between your Shopee and Odoo products." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:26 msgid "Existing Odoo customers with products already in Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:28 msgid "" "If you already have products in your Odoo database, you'll need to map your " "Shopee listings to your existing Odoo products." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:31 msgid "" "**Export Shopee catalogs:** Use the *Mass Function* drop-down to export the " "product catalog from Shopee (including Shopee SKUs) and :doc:`export " "<../../../essentials/export_import_data>` your product catalog from Odoo " "(including *Internal References*)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:34 msgid "" "**Map in a spreadsheet:** Use a spreadsheet to map the products. Match the " "Shopee SKU from the Shopee export with the corresponding *Internal " "Reference* from the Odoo export. Create a column that links the Shopee SKU " "with the Odoo *Internal Reference*." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:37 msgid "" "**Update Odoo products:** Import the updated spreadsheet back into Odoo. Use" " the mapping you created in the spreadsheet to update the *Internal " "Reference* field of your existing Odoo products with the corresponding " "Shopee SKU. This establishes the link between your Odoo and Shopee products." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:43 msgid "" "Product catalog synchronization between Odoo and Shopee is **not " "automatic**. It is a **manual operation** that you must initiate. The " "process differs depending on whether your products already exist in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:50 msgid "" "Orders are automatically fetched from Shopee, and synchronized in Odoo, at " "**regular intervals**." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:52 msgid "" "The synchronization is based on the Shopee orders status: only orders whose " "status has changed since the last synchronization are fetched from Shopee. " "This includes changes on Shopee only." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:55 msgid "" "When an order is canceled on Shopee, it will update the order's status in " "Odoo. On the other hand, if an order is canceled on Odoo, the change won't " "be reflected on Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:58 msgid "" "For every synchronized order, Odoo creates a sales order and a customer " "(contact), as long as the customer hasn't been previously imported from " "Shopee or doesn't already exist in the database." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:62 msgid "" "The principal of the synchronization is to *only fetch orders that needs to " "be shipped* (i.e., `SHIPPED`, `CANCEL`, `UNPAID`, `COMPLETED`)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:68 msgid "" "In order to force the synchronization of an order, whose status has **not** " "changed since the previous synchronization:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:71 msgid "" "Then, navigate to the Shopee account in Odoo :menuselection:`Sales app --> " "Configuration --> Shopee --> Account --> Shop`. Modify the date for " ":guilabel:`Last Order Sync` under :guilabel:`Orders Follow-up`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:79 msgid "Manage deliveries in :abbr:`FBM (Fulfilled by Merchant)`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:81 msgid "" "Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " "picking is instantly created in the **Inventory** app, along with a sales " "order and customer record." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:84 msgid "" "When a picking related to the order is confirmed, you also have to click on " ":guilabel:`Arrange Shipment` in your Shopee Seller Account in order to be " "able to generate and fetch the :guilabel:`Shipping Label` and " ":guilabel:`Tracking Number`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:89 msgid "Shopee delivery statuses" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:91 msgid "" "Understanding the different Shopee delivery statuses is crucial for managing" " your orders effectively. Here's a breakdown:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:94 msgid "**Ready to ship:** The seller can now arrange shipment for this order." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:95 msgid "" "**Shipment arranged:** The seller has arranged shipment online and received " "a tracking number from the third-party logistics (3PL) provider." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:97 msgid "" "**Shipped:** The parcel has been dropped off at the 3PL location or picked " "up by the 3PL provider." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:99 msgid "**Cancelled:** The order has been canceled." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:100 msgid "" "**Pickup failed:** The 3PL parcel pickup attempt failed. The seller needs to" " rearrange shipment, and the rest of the order fulfillment content." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst-1 msgid "Shopee delivery status in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:107 msgid "Unsupported for Non-Shopee Supported Logistics (NSSL)" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:109 msgid "" "This feature is not available for :abbr:`NSSL (Non-Shopee Supported " "Logistics)`, you have to manually create shipping label and tracking number " "via the logistics provider's website/app. Check your region for list of " "supported logistics (e.g. `Malaysia " "`_)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:114 msgid "" "Shopee requires users to provide a tracking reference with each delivery. " "This is needed to assign a carrier." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:117 msgid "" "If the carrier doesn't automatically provide a tracking reference, one must " "be set manually. This rule applies to all Shopee marketplaces." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:121 msgid "Follow deliveries in Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:123 msgid "" "For :abbr:`FBM (Fulfilled by Merchant)` orders, the stock move is " "automatically created in Odoo by the Shopee connector, thanks to the " "shipping status of Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst-1 msgid "Stock move created for Shopee order in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:130 msgid "Order fulfillment process" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:132 msgid "" "This section describes the process of fulfilling Shopee orders within Odoo, " "from order creation to inventory updates." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:135 msgid "" "**New order creation:** When a new order is placed on Shopee, it is " "automatically created in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:137 msgid "" "**Arrange shipment on Shopee:** Before the order can be shipped, you " "**must** arrange the shipment through the Shopee platform itself. This " "usually involves selecting a shipping provider, generating a shipping label," " and scheduling pickup or drop-off. Odoo does *not* handle the physical " "shipping arrangements; this is managed entirely within Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:141 msgid "" "**Fetch Shopee shipping label (delivery note):** Once the shipment is " "arranged on Shopee, Odoo fetches the generated shipping label (which serves " "as the delivery note). This label contains crucial information like the " "tracking number and is essential for printing and attaching to the package. " "The shipping label is imported into Odoo and associated with the " "corresponding sales order." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:146 msgid "" "**Validate stock out in Odoo:** After the shipping label is retrieved, you " "need to validate the stock movement in Odoo. This confirms that the ordered " "items have left your warehouse or inventory. Validating the stock out will " "decrease the stock levels in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:149 msgid "" "**Inventory update on Shopee:** Finally, Odoo pushes the updated stock " "levels back to Shopee. This ensures that your Shopee listings reflect the " "current inventory, preventing overselling and keeping your product " "availability accurate. This synchronization keeps your Shopee storefront up-" "to-date with your Odoo inventory." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:157 msgid "" "Since customers pay Shopee as an intermediary, creating a dedicated *Bank* " "journal (e.g. named `Shopee Payments`), with a dedicated *Bank and Cash* " "intermediary account is recommended." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:160 msgid "" "Additionally, as Shopee makes a single weekly or monthly payment, selecting " "all the invoices linked to a single payment is necessary when registering " "payments." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:163 msgid "" "To do that, use the appropriate :guilabel:`Journal` dedicated to Shopee " "payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " "Method`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:170 msgid "" "This same action can be performed with vendor bills from Shopee dedicated to" " fees/commissions." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:172 msgid "" "When the balance is received in the bank account at the end of the " "week/month, and the bank statements are recorded, credit the Shopee " "intermediary account by the amount received." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:176 msgid "Analyzing Shopee sales with Odoo's reporting" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:178 msgid "" "Odoo's dashboard consolidates sales data from all your connected sales " "channels, providing a comprehensive overview of your business performance. " "To specifically analyze your Shopee sales, you will need to configure sales " "teams for your Shopee shops. This setup enables you to filter and isolate " "Shopee sales data within the Odoo dashboard." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:184 msgid "Setting up sales teams for Shopee reporting" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:186 msgid "" "By default, the Shopee account's sales team is shared across all of your " "company's accounts. To generate separate reports for specific Shopee shops " "or marketplaces, you'll need to assign dedicated sales teams." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:190 msgid "" "**Assign a sales team to your Shopee shop:** Navigate to the Shopee account " "configuration (typically found under :menuselection:`Sales --> Configuration" " --> Accounts`). Within the account details, assign a specific sales team " "to your Shopee shop." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:193 msgid "" "**Filtering Shopee sales on the dashboard:** Once sales teams are assigned, " "you can use the dashboard filters to view sales data specifically for your " "Shopee shops. Select the appropriate sales team to isolate and analyze your " "Shopee performance." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/manage.rst:198 #: ../../content/applications/sales/sales/shopee_connector/setup.rst:231 msgid "" ":doc:`Shopee supported features and marketplaces <../shopee_connector>`" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:3 msgid "Shopee Connector configuration" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:5 msgid "" "Odoo allows users to synchronize with Shopee Seller account in the database," " but users **must** have a registered **Shopee Seller account** and a " "**Shopee Open account** prior to completing the configuration." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:9 msgid "" "Set up an Open Shopee account by first going to the `Shopee Open Platform " "`_, and click the :guilabel:`Get Access (Now)` " "button located in the middle of the page." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:13 msgid "" "Use the `Open Shopee Developer Guide `_, and follow the registration process. Once all done, proceed to " "follow the instructions below to register and link the Open Shopee account " "in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:18 msgid "" "Shopee Open Platform access and seller account requirements are **regionally" " specific**. This means the rules, qualifications, and processes differ from" " country to country. Before proceeding with Odoo's Shopee Connector setup, " "verify the requirements for *your* specific Shopee region." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:22 msgid "**Key Considerations:**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:24 msgid "" "**Shopee Seller Status & Business Type:** You must have an active Shopee " "seller account (Individual or Registered Business). Your eligibility depends" " on your region and business registration." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:27 msgid "" "**Order Volume/Seller Tier (If Applicable):** Many regions require a minimum" " number of orders within a specific time frame or a certain seller tier " "(e.g., Mall, Preferred, Managed) to access the Open Platform." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:31 msgid "**Action Required:**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:33 msgid "Identify your Shopee region." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:34 msgid "" "Locate the official Shopee documentation for your region. `Open Shopee " "Developer Guide `_" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:36 msgid "" "Carefully review the requirements for seller accounts and Open Platform " "access in your region." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:38 msgid "" "Ensure your Shopee account meets all the necessary criteria *before* " "proceeding with the Odoo Shopee Connector configuration." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:44 msgid "Connect Shopee seller account to Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:46 msgid "" ":ref:`Install ` the :guilabel:`Shopee Connector` " "(`sale_shoppe`) by going to :menuselection:`Apps`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:49 msgid "" "Then connect your Shopee Open account by navigating to :menuselection:`Sales" " app --> Configuration --> Shopee --> Accounts`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:52 msgid "" "From here, click :guilabel:`New` to create to link a new Shopee account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:54 msgid "" "Then, in the :guilabel:`Credentials` tab, select the appropriate " ":guilabel:`API Endpoint` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:58 msgid "" "Shopee offers several API endpoints for production and testing. Selecting " "the correct endpoint is crucial for successful integration. Choose the " "endpoint that corresponds to your marketplace location." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:62 msgid "" ":guilabel:`Shopee Production Endpoint (Singapore)`: This is the primary " "endpoint for sellers in most APAC countries. Select this option unless you " "are specifically operating within mainland China or Brazil." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:65 msgid "" ":guilabel:`Shopee Production Endpoint (China)`: This endpoint is exclusively" " for sellers operating within mainland China. It is designed to comply with " "local regulations and business practices." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:68 msgid "" ":guilabel:`Shopee Production Endpoint (Brazil)`: This endpoint is dedicated " "to sellers operating within Brazil. Select this option if your Shopee store " "is based in Brazil." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:70 msgid "" ":guilabel:`Shopee Testing Endpoint`: This endpoint is for development and " "testing purposes only. Use it to simulate interactions with the Shopee API " "without affecting your live data. **Do not use this endpoint for " "production.**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:73 msgid "" ":guilabel:`Shopee Testing Endpoint (China)`: Similar to the general testing" " endpoint, this one is specifically for testing integrations related to the " "China-specific production endpoint. **Do not use this endpoint for " "production.**" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:77 msgid "" "After selecting the correct API Endpoint in the :guilabel:`Credentials` " "form, input your Open Shopee :guilabel:`Partner ID` and :guilabel:`Partner " "Key` in the corresponding fields. Then click :guilabel:`Save And Authorize`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:82 msgid "" "You'll need your Open Shopee :guilabel:`Partner ID` and :guilabel:`Partner " "Key` to complete this step. Here's how to find them in the Shopee Open " "Platform:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:85 msgid "" "**Log in to the Shopee Open Platform:** `Log in `_" " with the credentials you used to register your Open Shopee account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:87 msgid "" "**Navigate to App Management:** Go to the :guilabel:`App Management` " "section, then select :guilabel:`App List`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:89 msgid "" "**Select your app:** Choose the specific app you want to synchronize with " "Odoo (either your test app or your production app)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:91 msgid "" "**Find your credentials:** Within the app details, you'll find your Partner " "ID and Partner Key. These are the values you'll need to copy and paste into " "the corresponding fields in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:96 msgid "" "**Copy carefully:** Copy the Partner ID and Partner Key accurately, without " "any extra spaces or characters. These are case-sensitive." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:98 msgid "" "**Keep your key secure:** Your Partner Key is sensitive information. Do not " "share it with anyone. Treat it like a password." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:102 msgid "Authorization and account registration" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:104 msgid "" "After entering connecting the :ref:`Shoppe Seller account to Odoo " "`, the authorization process begins." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:108 msgid "Shopee seller account selection/login" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:110 msgid "" "Upon clicking :guilabel:`Save and Authorize`, Odoo redirects to the Shopee " "seller account selection page." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:113 msgid "" "**Already logged in:** If you are already logged in to a Shopee account, " "your email address or username will be displayed. Click on your account to " "proceed." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:115 msgid "" "**Not logged in:** If you are not logged in, you will be prompted to enter " "the credentials (email/username and password) of the Shopee seller account " "you wish to connect to Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:119 msgid "Granting access to Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:121 msgid "" "After selecting or logging into your Shopee seller account, you will be " "directed to the authorization (or consent) page. Here, confirm that you " "allow Shopee to grant Odoo access to your account and related data. This " "step is essential for the integration to function correctly." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:126 msgid "Account registration and Shopee shop creation" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:128 msgid "" "Upon confirming access, Shopee redirects you back to Odoo. An indicator " "appears, confirming that your Shopee account has been successfully " "registered." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:132 msgid "Post-synchronization configuration" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:134 msgid "" "After the redirection, you should perform the following steps within Odoo:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:136 msgid "" "**Rename the Shopee Account (Optional):** The newly created Shopee account " "in Odoo will likely have a default name. You can rename it to something more" " descriptive (e.g., the name of your Shopee shop) for easier management." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:139 msgid "" "**Set the Last Order Synchronization Date:** This setting determines the " "starting point for fetching orders from Shopee. Choose a date from which you" " want Odoo to retrieve past orders." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:141 msgid "" "**Configure Inventory Synchronization:** Decide whether you want to " "synchronize your product inventory between Odoo and Shopee. Enable the " ":guilabel:`Synchronize Inventory` option to automatically push stock updates" " from Odoo to Shopee. Disabling this option prevents automatic inventory " "updates." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:145 msgid "" "**Assign a Default Sales Team:** Assign a default sales team to your Shopee " "account in Odoo. This helps with reporting and order management." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:148 msgid "" "With the Shopee account successfully registered, the marketplaces available " "with this specific account can later be synchronized the exact same way, and" " listed under the :guilabel:`Shops` button." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:153 msgid "Shopee orders in Odoo" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:155 msgid "" "When a Shopee order is synchronized, only lines for items are created on the" " sales order in Odoo. Each one represents one for the product that was sold " "on Shopee." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst-1 msgid "Shopee synchronized sale order in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:161 msgid "" "Any necessary price reconciliation related to shipping or income versus fees" " can be managed later using Shopee's weekly / monthly financial reports, " "which can then be imported into the Odoo **Accounting** app." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:165 msgid "" "The selection of a database product for a sales order item is done by " "matching its :guilabel:`Internal Reference` (a customizable product " "reference identifier in Odoo, like `FURN001`) with the Shopee *SKU*." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:169 msgid "" "If no database product with a matching internal reference is found for a " "given :guilabel:`Shopee SKU`, then a default database product, *Shopee " "Item*." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:173 msgid "" "To modify default products, activate the :ref:`developer mode `, and navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. In the :guilabel:`Connectors` section, under :guilabel:`Shopee " "Sync`, find the :guilabel:`Default Products`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:180 msgid "" "To allow for tax reporting of Shopee sales with Odoo, the taxes applied to " "the sales order items are those set on the product, or determined by the " ":doc:`fiscal position <../../../finance/fiscal_localizations>`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:184 msgid "" "Make sure to have the correct taxes set on your products in Odoo, or have it" " done by a fiscal position, to avoid discrepancies in the subtotals between " "*Shopee Seller Central* and Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:188 msgid "" "As shopee does not necessarily apply the same taxes as those configured in " "Odoo, it may happen that order totals differ by a few cents between Odoo and" " *Shopee Seller Central*. Those differences can be resolved with a write-off" " when reconciling the payments in Odoo." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:197 msgid "To add a new marketplace, follow these steps:" msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:199 msgid "" "**Navigate to Shopee Accounts:** Go to :menuselection:`Sales --> " "Configuration --> Accounts`." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:200 msgid "" "**Create a New Shopee Account:** Click :guilabel:`New` to create a new " "Shopee marketplace account." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:202 msgid "" "**Select the API Endpoint:** Choose the appropriate API endpoint for your " "local market. (Typically, this will be :guilabel:`Shopee Production Endpoint" " (Singapore)` unless you are operating in mainland China or Brazil. Refer to" " the documentation for details on endpoint selection)." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:206 msgid "" "**Enter Credentials:** Your :guilabel:`Partner ID` and :guilabel:`Partner " "Key` are the same as those linked to your unique Open Shopee account. Enter " "these values in the corresponding fields." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:208 msgid "" "**Name Your Shop:** Give the new shop a descriptive name (e.g., `Shopee " "Philippines`) to identify it later." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:210 msgid "" "**Assign a Sales Team:** Assign a relevant sales team (e.g., `Shopee Sales " "Philippines`) to enable advanced reporting capabilities." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:212 msgid "" "**Synchronize Your Account:** If none of your existing marketplaces are " "listed, click :guilabel:`Log in with another account` to synchronize a new " "one. This will initiate the Shopee authorization process." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:217 msgid "Automatic synchronization" msgstr "自動同步" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:219 msgid "" "Newly added marketplaces are automatically added to the list of synchronized" " marketplaces. If a new marketplace does *not* appear in the list after " "synchronization, it indicates that the marketplace is either incompatible " "with the Shopee Open Platform or unavailable for your specific seller " "account. Consult the Shopee Open Platform documentation or contact their " "support for further assistance." msgstr "" #: ../../content/applications/sales/sales/shopee_connector/setup.rst:226 msgid "" "While Odoo allows creating the same Shopee shop multiple times, only one " "instance will function due to token limitations. To avoid order management " "issues, synchronize each shop only once. For connection updates, manually " "fetch orders first before re-establishing the connection." msgstr "" #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "訂閱" #: ../../content/applications/sales/subscriptions.rst:7 msgid "" "Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new " "contracts `, :doc:`upsell customers " "`, keep the churn under " "control, and :doc:`generate reports " "` on the main :abbr:`KPIs (Key " "Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, " ":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc." msgstr "" "Odoo *定期訂購* 應用程式，是用作營運經常性業務：包括 :ref:`銷售新合約 " "`、:doc:`向客戶追加銷售 " "`、控制客戶流失，以及為主要的績效指標 :abbr:`KPI " "(Key Performance Indicators)` :doc:`產生報告 " "`，例如每月經常收入 :abbr:`MRR (Monthly " "Recurring Revenue)`、每年經常收入 :abbr:`ARR (Annual Recurring " "Revenue)`、客戶留存率、客戶流失數據等。" #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "`Odoo 教學：定期訂購 `_" #: ../../content/applications/sales/subscriptions.rst:16 msgid ":doc:`/applications/sales/subscriptions/products`" msgstr ":doc:`/applications/sales/subscriptions/products`" #: ../../content/applications/sales/subscriptions.rst:17 msgid ":doc:`/applications/sales/subscriptions/ecommerce`" msgstr ":doc:`/applications/sales/subscriptions/ecommerce`" #: ../../content/applications/sales/subscriptions.rst:18 msgid ":doc:`/applications/sales/subscriptions/plans`" msgstr ":doc:`/applications/sales/subscriptions/plans`" #: ../../content/applications/sales/subscriptions.rst:19 msgid ":doc:`/applications/sales/subscriptions/upselling`" msgstr ":doc:`/applications/sales/subscriptions/upselling`" #: ../../content/applications/sales/subscriptions.rst:20 msgid ":doc:`/applications/sales/subscriptions/renewals`" msgstr ":doc:`/applications/sales/subscriptions/renewals`" #: ../../content/applications/sales/subscriptions.rst:21 msgid ":doc:`/applications/sales/subscriptions/closing`" msgstr ":doc:`/applications/sales/subscriptions/closing`" #: ../../content/applications/sales/subscriptions.rst:22 msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`" msgstr ":doc:`/applications/sales/subscriptions/automatic_alerts`" #: ../../content/applications/sales/subscriptions.rst:23 msgid ":doc:`/applications/sales/subscriptions/scheduled_actions`" msgstr ":doc:`/applications/sales/subscriptions/scheduled_actions`" #: ../../content/applications/sales/subscriptions.rst:24 msgid ":doc:`/applications/sales/subscriptions/reports`" msgstr ":doc:`/applications/sales/subscriptions/reports`" #: ../../content/applications/sales/subscriptions.rst:29 msgid "Subscription quotations" msgstr "定期訂購報價" #: ../../content/applications/sales/subscriptions.rst:32 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "若銷售訂單設有已定義的重複周期，便會成為「定期訂購」（subscription，或稱訂閱）。" #: ../../content/applications/sales/subscriptions.rst:34 msgid "" "To create a new subscription, click on :guilabel:`New` from the " "*Subscription* or the :doc:`Sales ` app. You can " "either:" msgstr "" "若要建立新的定期訂購，請在 *定期訂購* 或 :doc:`銷售 ` 應用程式中，按一下 " ":guilabel:`新增`。你可選擇：" #: ../../content/applications/sales/subscriptions.rst:37 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" "選擇一個 :doc:`定期訂購計劃 ` 以立即預先填寫報價單，或" #: ../../content/applications/sales/subscriptions.rst:39 msgid "" "Fill out the quotation normally, making sure to select a recurrence and an " "end date if necessary and adding :doc:`recurrent products " "`." msgstr "" "如常填寫報價單，期間確保有選擇重複周期及結束日期（如有需要），並加入 :doc:`經常性產品 " "`。" #: ../../content/applications/sales/subscriptions.rst:43 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" "你可啟用 :doc:`客戶地址 " "` " "功能，定義不同的發票地址及送貨地址。" #: ../../content/applications/sales/subscriptions.rst:49 msgid "Confirmation" msgstr "確認" #: ../../content/applications/sales/subscriptions.rst:51 msgid "" "Send the quotation to the customer for confirmation by clicking on " ":guilabel:`Send by email`, or confirm it immediately by clicking on " ":guilabel:`Confirm`." msgstr "按一下 :guilabel:`以電郵發送`，將報價單發送給客戶進行確認，或按 :guilabel:`確認` 以立即確認。" #: ../../content/applications/sales/subscriptions.rst:55 msgid "" "Click on :guilabel:`Customer Preview` to preview the customer portal where " "the customer can view their quotation, sign and pay it, and communicate with" " you." msgstr "按一下 :guilabel:`客戶預覽` 以預覽客戶門戶網站，客戶可在該處查看報價單、簽名、付款以及與你溝通。" #: ../../content/applications/sales/subscriptions.rst:61 msgid "Automatic payments" msgstr "自動付款" #: ../../content/applications/sales/subscriptions.rst:63 msgid "" "You can require the customer to set an automatic payment method and pre-pay " "the subscription's first occurrence before they can confirm their quotation." " To do so, go to the :guilabel:`Other Info` tab of the quotation and check " "the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field." msgstr "" "你可要求客戶設立自動付款方式，要求他們必須為訂購計劃的首段收費期預先付款，才可確認報價單。要執行此操作，請前往報價單的 :guilabel:`其他資訊`" " 分頁，然後啟用 :guilabel:`線上確認` 欄位中的 :guilabel:`付款` 選項。" #: ../../content/applications/sales/subscriptions.rst:68 msgid "" "If you leave :guilabel:`Payment` unchecked, the customer doesn't have to " "pre-pay to start the subscription. This means that the payment is not " "automatic and that the customer must pay each invoice manually." msgstr "如果不啟用 :guilabel:`付款`，客戶無需預先付款也可開始訂閱。這意味付款並非自動進行，此後客戶必須手動支付每張發票。" #: ../../content/applications/sales/subscriptions.rst:73 msgid "" "If the online confirmation requires a pre-payment, your customer can select " "only the :ref:`payment providers ` " "that have the :ref:`tokenization feature `. " "This ensures that the customer is automatically charged at each new period." msgstr "" "若線上確認需要預先付款，客戶只可選用提供 :ref:`權杖化功能 ` 的 " ":ref:`付款服務商 `。這可確保在每個新周期時，自動向客戶收費。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automation rules" msgstr "自動化規則" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5 msgid "" "With subscriptions up-and-running, it is important to stay up-to-date with " "customers. It is efficient to use automation to avoid having to manually go " "through the list of subscribers to see how things are going. That is where " "Odoo's *automation rules* feature comes into play." msgstr "" "定期訂購計劃啟動及運行後，不時了解客戶的最新動態是非常重要。你可使用自動化功能，以有效執行此操作，避免需要手動瀏覽訂購客戶清單才可了解情況。這就是 " "Odoo 的 **自動化規則** 功能可以發揮功用的地方。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9 msgid "" "The Odoo *Subscriptions* application allows users to set up automatic " "emails, create tasks for salespeople, and even send satisfaction surveys for" " subscribers to evaluate their experience." msgstr "Odoo *定期訂購* 應用程式可讓使用者設定自動電子郵件、為銷售人員建立任務，甚至向訂購客戶發送滿意度調查，以評估他們的體驗。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13 msgid "Create automation rules" msgstr "建立自動化規則" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:15 msgid "" "To create an automated rule, start by navigating to " ":menuselection:`Subscriptions app --> Configuration --> Automation Rules`. " "This is where all the automation rules for subscriptions can be found." msgstr "" "要建立自動化規則，請前往 :menuselection:`定期訂購應用程式 --> 配置 --> " "自動化規則`，該處可以找到所有有關訂購計劃的自動化規則。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:19 msgid "" "The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, " ":guilabel:`Action To Do`, what the automated rule will :guilabel:`Trigger " "On`, and the :guilabel:`Company` to which the rule applies." msgstr "" ":guilabel:`自動化規則` 頁面顯示每個規則的 :guilabel:`名稱`、:guilabel:`待執行動作`、自動規則的 " ":guilabel:`觸發情況`，以及該規則適用的 :guilabel:`公司`。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:23 msgid "" "To view or modify any existing automation rule, simply click the desired " "rule from this page." msgstr "要查看或修改任何現有的自動化規則，只需在此頁面按一下所需的規則即可。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:26 msgid "" "When modifying an existing automation rule, Odoo \"grays-out\" the " ":guilabel:`Action` section of the form, and provides the following warning: " "*Action data can not be updated to avoid unexpected behaviors. Create a new " "action instead.*" msgstr "" "修改現有的自動化規則時，Odoo 會以灰色顯示表單的 :guilabel:`動作` 部分，並顯示以下警告： " "*未能更新動作資料以避免意外行為。請改為建立一個新的動作。*" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30 msgid "To create a new automation rule, click :guilabel:`New`." msgstr "若要建立新的自動化規則，請按一下 :guilabel:`新增`。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "The Automation Rules page in the Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的自動化規則頁面。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:36 msgid "" "Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form " "with numerous fields to configure." msgstr "按下 :guilabel:`新增` 按鈕會顯示一個空白的 :guilabel:`自動化規則` 表單，當中有很多需要設定的欄位。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "A sample Automation Rules form in the Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的自動化規則表單範例。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44 msgid "Automation rule form fields" msgstr "自動化規則表單欄位" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46 msgid ":guilabel:`Action Name`: title of the automated action rule." msgstr ":guilabel:`動作名稱`：自動化操作規則的標題。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49 msgid "Apply On section" msgstr "「套用情況」部份" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:51 msgid "" "The :guilabel:`Apply On` section dictates which subscription " "orders/customers this automated action applies to." msgstr ":guilabel:`套用情況` 會顯示此自動操作將會套用至哪些定期訂購訂單/客戶。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54 msgid "" ":guilabel:`MRR Between`: designate a range of monthly recurring revenue to " "target." msgstr ":guilabel:`MRR 範圍`：指定每月經常收入的目標範圍。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55 msgid "" ":guilabel:`MRR Change More`: designate a change of monthly recurring revenue" " to target, in either percentage or unit of currency." msgstr ":guilabel:`MRR 變更多於`：指定每月經常收入的變化目標，以百分比或貨幣單位表示。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:57 msgid "" ":guilabel:`Over`: choose a period of time over which the designated KPIs " "(Key Performance Indicators) are calculated." msgstr ":guilabel:`期間`：選擇計算指定 KPI（關鍵績效指標）的時間段。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:59 msgid "" ":guilabel:`Rating Satisfaction`: designate satisfaction as " ":guilabel:`greater than` or :guilabel:`less than` a percentage." msgstr ":guilabel:`滿意度評分`：指定一個需要 :guilabel:`大於` 或 :guilabel:`小於` 的滿意度百分比。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:61 msgid "" ":guilabel:`Status`: select the status of the subscriptions to be included in" " this automation rule. The options are: :guilabel:`Quotation`, " ":guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and " ":guilabel:`Cancelled`." msgstr "" ":guilabel:`狀態`：選擇要包含在該自動化規則中的訂購狀態。可用選項包括：:guilabel:`報價單`、:guilabel:`報價已發送`、:guilabel:`銷售訂單`" " 及 :guilabel:`已取消`。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:64 msgid "" ":guilabel:`Stage goes from`: designate when the automation rule should be " "activated using two fields that represent two different stages of the " "subscription." msgstr ":guilabel:`階段開始`：使用代表訂購計劃兩個不同階段的兩個欄位，去指定何時啟動自動化規則。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66 msgid "" ":guilabel:`Subscription Plans`: choose specific subscription plans to target" " with the automation rule." msgstr ":guilabel:`定期訂購計劃`：選擇特定的定期訂購計劃，作為自動化規則的目標。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 msgid "" ":guilabel:`Products`: select specific product(s) to target with the " "automation rule." msgstr ":guilabel:`產品`：選擇要針對使用自動化規則的特定產品。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69 msgid "" ":guilabel:`Customers`: select specific customer(s) to target with the " "automation rule." msgstr ":guilabel:`客戶`：選擇特定客戶，作為自動化規則的目標。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70 msgid "" ":guilabel:`Company`: in a multi-company environment, select a specific " "company's subscription data to target with the automation rule." msgstr ":guilabel:`公司`：在多公司環境中，選擇特定公司的定期訂購資料，作為自動化規則的目標。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:72 msgid "" ":guilabel:`Sales Team`: select the data of specific sales team(s) to target " "with the automation rule." msgstr ":guilabel:`銷售團隊`：選擇特定銷售團隊的資料，作為自動化規則的目標。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76 msgid "" "If any field is left blank, the rule applies to every subscription without " "that specific designation." msgstr "如果任何欄位留空，規則會套用至未有設定該欄位指定資料的所有訂購計劃。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:80 msgid "" "The number of subscriptions that match the configured criteria of the " "customized automation rule are displayed at the bottom of the " ":guilabel:`Apply On` field." msgstr "符合自訂自動化規則所設定條件的定期訂購數量，會在 :guilabel:`套用情況` 欄位底部顯示。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 msgid "" "If that green subscriptions link is clicked, Odoo reveals a separate page " "showcasing all the subscriptions that meet that automation rule's criteria." msgstr "若按下訂購計劃的綠色連結，Odoo 會顯示一個獨立頁面，顯示符合該自動化規則條件的所有訂購計劃。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87 msgid "Action section" msgstr "「操作」部份" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89 msgid "" "The :guilabel:`Action` section dictates what action occurs when an automated" " rule is triggered." msgstr ":guilabel:`操作` 部份會訂明觸發自動規則時，會執行的操作。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91 msgid "" "In the :guilabel:`Action To Do` field, choose the action that will occur " "once the automated rule is triggered. When clicked, the following options " "become available on a drop-down menu:" msgstr "在 :guilabel:`待執行動作` 欄位中，選擇觸發自動規則後會發生的操作。請點擊下拉式選單，它將提供以下選項：" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:94 msgid "" ":guilabel:`Create next activity`: creates the next activity to occur, which " "is configured in the :guilabel:`Activity` section that appears at the bottom" " of the automation rule form." msgstr ":guilabel:`建立下一活動`：建立下一項需要發生的活動。該活動可在自動化規則表單底部的 :guilabel:`活動` 部分中配置。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:96 msgid "" ":guilabel:`Send an email to the customer`: sends an email to the customer(s)" " who fit the specified criteria of the automation rule." msgstr ":guilabel:`向客戶發送電郵`：向符合自動化規則指定條件的客戶發送電子郵件。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:98 msgid "" ":guilabel:`Send an SMS Text Message to the customer`: sends an SMS message " "to the customer(s) who fit the specified criteria of the automation rule." msgstr ":guilabel:`向客戶發送簡訊`：向符合自動化規則指定條件的客戶發送 SMS 文字訊息。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100 msgid "" ":guilabel:`Set Contract Health value`: set the health value of the " "subscription contract." msgstr ":guilabel:`設定合約健康值`：為定期訂購合約設定健康度數值。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:102 msgid "" "If :guilabel:`Send an email to the customer` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "如果在 :guilabel:`待執行操作` 欄位中，選擇 :guilabel:`向客戶發送電子郵件`，系統會顯示以下欄位：" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:105 msgid "" ":guilabel:`Email Template`: create (and edit) a new email template *or* " "select from a list of pre-configured email templates to send to the " "customer(s)." msgstr ":guilabel:`電子郵件範本`：建立（並編輯）新的電子郵件範本 *或* 從預先配置的電子郵件範本清單中選擇，以傳送給客戶。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:108 msgid "" "If :guilabel:`Send an SMS Text Message to the customer` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "如果在 :guilabel:`待執行操作` 欄位選擇 :guilabel:`向客戶發送簡訊`，會顯示以下欄位：" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:111 msgid "" ":guilabel:`SMS Template`: create (and edit) a new SMS template *or* select " "from a list of pre-configured SMS templates to send to the customer(s)." msgstr "" ":guilabel:`簡訊範本`：建立（並編輯）新的 SMS 電話簡訊範本 *或* 從預先配置的 SMS 簡訊範本清單中選擇，以傳送給客戶。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:114 msgid "" "If :guilabel:`Set Contract Health value` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "如果在 :guilabel:`待執行操作` 欄位中選擇 :guilabel:`設定合約健康值`，會顯示以下欄位：" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:117 msgid "" ":guilabel:`Health`: designate the health of the subscription by choosing one" " of the following options: :guilabel:`Neutral`, :guilabel:`Good`, or " ":guilabel:`Bad`." msgstr "" ":guilabel:`健康度`：選擇下列其中一個選項，以指定訂購計劃的健康狀況：:guilabel:`中性`、:guilabel:`良好` 或 " ":guilabel:`欠佳`。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:120 msgid "" "In the :guilabel:`Trigger On` field, decide whether the automated rule " "should be triggered on a :guilabel:`Modification` or :guilabel:`Timed " "Condition`." msgstr "" "在 :guilabel:`觸發情況` 欄位中，設定應在 :guilabel:`修改` 發生時，抑或依照 " ":guilabel:`時間條件`，去觸發自動規則。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:124 msgid "" "A :guilabel:`Trigger Now` button appears at the top of the automation rule " "form *only* when a trigger has been configured for the rule." msgstr "*只會* 在規則配置了觸發器時，自動化規則表單的頂部才會顯示 :guilabel:`立即觸發` 按鈕。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:128 msgid "" "When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the " "action on *all* linked subscriptions, regardless of possible timed " "conditions." msgstr "按下 :guilabel:`立即觸發` 按鈕時，Odoo 會對 *所有* 已連結的定期訂購觸發操作，不論是否有設定時間條件。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:132 msgid "" "Sending a SMS text message in Odoo requires In-App Purchase (IAP) credit or " "tokens. For more information on :abbr:`IAP (In-App Purchase)`, visit " ":doc:`../../essentials/in_app_purchase`. For more information on sending SMS" " messages, visit :doc:`../../marketing/sms_marketing`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:137 msgid "" "If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` " "field, the following fields appear:" msgstr "如果在 :guilabel:`觸發情況` 欄位中選擇 :guilabel:`時間條件`，系統會顯示以下欄位：" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:140 msgid "" ":guilabel:`Trigger Date`: represents when the condition should be triggered." " If left blank, the action is created upon subscription creation *and* " "updates." msgstr ":guilabel:`觸發日期`：表示觸發條件的時間。如果留空，會在建立訂購計劃 *以及* 更新時，建立操作。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:142 msgid "" ":guilabel:`Delay After Trigger`: select a delayed amount of time " "(:guilabel:`Minutes`, :guilabel:`Hours`, :guilabel:`Days`, or " ":guilabel:`Months`) for Odoo to wait before triggering the configured " "action. If a negative number is entered, the \"delay\" will occur *before* " "the :guilabel:`Trigger Date`." msgstr "" ":guilabel:`觸發後延遲`：選擇 Odoo 在觸發已配置的操作之前，應等待的延遲時間（可以是 " ":guilabel:`分鐘`、:guilabel:`小時`、:guilabel:`天` 或 :guilabel:`月`）。如果輸入負數，該「延遲」將會在" " :guilabel:`觸發日期` *之前* 發生。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148 msgid "Activity section" msgstr "「活動」部份" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:150 msgid "" "If :guilabel:`Create next activity` is selected in the :guilabel:`Action To " "Do` field, an :guilabel:`Activity` section appears at the bottom of the " ":guilabel:`Automation Rules` form." msgstr "" "如果在 :guilabel:`待執行操作` 欄位中選擇 :guilabel:`建立下一活動`，那麼 :guilabel:`自動化規則` 表單的底部會顯示" " :guilabel:`活動` 部分。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:153 msgid "" ":guilabel:`Activity Type`: select an pre-configured activity type from the " "drop-down menu." msgstr ":guilabel:`活動類型`：從下拉式選單中，選擇預先配置的活動類型。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:154 msgid ":guilabel:`Title`: enter a custom title for the chosen activity." msgstr ":guilabel:`標題`：為所選活動輸入一個自訂標題。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155 msgid "" ":guilabel:`Note`: leave a note for the employee to whom the activity is " "assigned." msgstr ":guilabel:`備註`：向獲指派活動的員工留下備註。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:156 msgid "" ":guilabel:`Due Date In`: enter an amount of days within which the activity " "should be completed." msgstr ":guilabel:`到期天數`：輸入應在多少天內完成該活動。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:157 msgid "" ":guilabel:`Assign To`: choose to assign the specified activity to either: " ":guilabel:`Subscription Salesperson`, :guilabel:`Sales Team Leader`, or " ":guilabel:`Specific Users`." msgstr "" ":guilabel:`指派予`：選擇將該活動指派給哪位/哪些同事：可以是 " ":guilabel:`訂購計劃銷售人員`、:guilabel:`銷售團隊負責人` 或 :guilabel:`特定使用者`。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:161 msgid "" "If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` " "option, a new :guilabel:`Specific Users` field appears beneath it, where a " "specific employee(s) can be chosen as the assignee(s) for the configured " "activity." msgstr "" "如果在 :guilabel:`指派予` 選項選擇 :guilabel:`特定使用者`，下方會顯示一個新的 :guilabel:`特定使用者` " "欄位，你可在該處選擇特定員工，向他們指派該項已配置活動。" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:166 #: ../../content/applications/sales/subscriptions/closing.rst:105 #: ../../content/applications/sales/subscriptions/renewals.rst:128 #: ../../content/applications/sales/subscriptions/reports.rst:403 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:186 #: ../../content/applications/sales/subscriptions/upselling.rst:107 msgid ":doc:`../subscriptions`" msgstr ":doc:`../subscriptions`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:167 #: ../../content/applications/sales/subscriptions/closing.rst:106 #: ../../content/applications/sales/subscriptions/renewals.rst:129 #: ../../content/applications/sales/subscriptions/reports.rst:404 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:187 #: ../../content/applications/sales/subscriptions/upselling.rst:108 msgid ":doc:`plans`" msgstr ":doc:`plans`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:168 #: ../../content/applications/sales/subscriptions/closing.rst:107 #: ../../content/applications/sales/subscriptions/renewals.rst:130 #: ../../content/applications/sales/subscriptions/reports.rst:405 #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:188 #: ../../content/applications/sales/subscriptions/upselling.rst:109 msgid ":doc:`products`" msgstr ":doc:`products`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:169 msgid ":doc:`../../essentials/in_app_purchase`" msgstr ":doc:`../../essentials/in_app_purchase`" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close subscriptions" msgstr "關閉定期訂購" #: ../../content/applications/sales/subscriptions/closing.rst:5 msgid "" "Odoo *Subscriptions* provides flexibility for businesses to decide whether " "customers can self-manage their subscriptions, or restrict that ability " "entirely." msgstr "Odoo *定期訂購* 為企業提供靈活性，讓企業決定客戶是否可以自行管理自己的定期訂購，或完全限制此功能。" #: ../../content/applications/sales/subscriptions/closing.rst:11 msgid "" "Start by navigating to :menuselection:`Subscriptions app --> Configuration " "--> Recurring Plans`. From there, either create a new plan by clicking " ":guilabel:`New` or select an existing one to modify it." msgstr "" "要使用此功能，首先前往 :menuselection:`定期訂購應用程式 --> 配置 --> 定期計劃`。在該處，你可按 :guilabel:`新增`" " 以建立新計劃，也可選擇現有的計劃進行修改。" #: ../../content/applications/sales/subscriptions/closing.rst:15 msgid "" "Once on the :guilabel:`Recurring Plans` form, enable the " ":guilabel:`Closable` option, in the :guilabel:`Self-Service` section, to " "allow customers to close their own subscriptions using the customer portal." msgstr "" "進入 :guilabel:`定期計劃` 表單後，在 :guilabel:`自助服務` 部分中啟用 :guilabel:`可關閉` " "選項，以允許客戶使用客戶門戶網站，自行關閉自己的定期訂購計劃。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "The Closable option on a recurring plan form in Odoo Subscriptions." msgstr "Odoo 定期訂購應用程式中，定期計劃表單上的「可關閉」選項。" #: ../../content/applications/sales/subscriptions/closing.rst:24 msgid ":doc:`Configure recurring plans `" msgstr ":doc:`配置定期計劃 `" #: ../../content/applications/sales/subscriptions/closing.rst:27 msgid "Close a subscription" msgstr "關閉定期訂購計劃" #: ../../content/applications/sales/subscriptions/closing.rst:30 msgid "Administrator view" msgstr "管理員檢視模式" #: ../../content/applications/sales/subscriptions/closing.rst:32 msgid "" "After a quotation for a subscription product has been confirmed, it becomes " "a sales order, and the subscription status changes to :guilabel:`In " "Progress`." msgstr "定期訂購產品的報價單獲確認後，它便會轉換為銷售訂單，而定期訂購狀態會更改為 :guilabel:`進行中`。" #: ../../content/applications/sales/subscriptions/closing.rst:35 msgid "" "At that point, the ability to close the subscription becomes available, via " "the :guilabel:`Close` button at the top of the subscription order, near the " "row that contains :guilabel:`In Progress` and other stages. This option is " "also available after the order has been invoiced and the payment has been " "registered." msgstr "" "屆時，你可透過定期訂購訂單頂部顯示 :guilabel:`進行中` 等階段的狀態列附近的 :guilabel:`關閉` " "按鈕，去關閉訂購計劃。即使訂單已開立發票並登記付款後，此選項也可用。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription from an administration point of view with Odoo " "Subscriptions." msgstr "使用 Odoo 定期訂購應用程式，從管理角度關閉訂購計劃。" #: ../../content/applications/sales/subscriptions/closing.rst:44 msgid "" "Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` " "pop-up window to appear, allowing administrators to input the reason for " "closing the subscription, or choose from the drop-down menu of options in " "the :guilabel:`Reason` field." msgstr "" "按一下 :guilabel:`關閉` 按鈕，會出現 :guilabel:`關閉原因` 彈出視窗，管理員可以輸入關閉訂購計劃（停止續訂）的原因，或從 " ":guilabel:`原因` 欄位的下拉式選單中選擇。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The Close Reason pop-up when the Close button is clicked in Odoo " "Subscriptions." msgstr "在 Odoo 定期訂購中按一下「關閉」按鈕時顯示的「關閉原因」彈出視窗。" #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "" "When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit`" " button." msgstr "輸入所需的 :guilabel:`原因` 後，按一下 :guilabel:`提交` 按鈕。" #: ../../content/applications/sales/subscriptions/closing.rst:54 msgid "" "Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window " "updates the subscription sales order to show :guilabel:`Churned` status tag," " along with the specified :guilabel:`Close Reason`." msgstr "" "你可按一下 :guilabel:`關閉原因` 彈出視窗上的 :guilabel:`提交` 按鈕，此操作會更新定期訂購銷售訂單，以顯示 " ":guilabel:`已流失` 狀態標籤以及指定的 :guilabel:`關閉原因`。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "A churned sales order for a closed subscription in Odoo Subscriptions." msgstr "Odoo 定期訂購中，已關閉定期訂購計劃的已流失銷售訂單。" #: ../../content/applications/sales/subscriptions/closing.rst:62 msgid "" "That same close reason can be found in the *Chatter* of the sales order, as " "well." msgstr "關閉原因亦會在銷售訂單的 *聊天視窗* 中列出。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The chatter of a churned sales order for a closed subscription in Odoo " "Subscriptions." msgstr "Odoo 定期訂購中，已關閉訂購計劃的已流失銷售訂單的聊天視窗。" #: ../../content/applications/sales/subscriptions/closing.rst:69 msgid "Customer view" msgstr "客戶檢視模式" #: ../../content/applications/sales/subscriptions/closing.rst:72 msgid "" "As an administrator, the ability to visualize what customers see when " "managing their subscriptions is accessible via the :guilabel:`Preview` " "button, located at the top of the subscription sales order." msgstr "管理員可透過訂購計劃銷售訂單頂部的 :guilabel:`預覽` 按鈕，視覺化顯示客戶在管理自己的訂購計劃時，會看到的內容。" #: ../../content/applications/sales/subscriptions/closing.rst:76 msgid "" "From the customer's point of view, in the customer portal, the " ":guilabel:`Close Subscription` button is located on the left side of the " "sales order." msgstr "若以客戶的角度來看，在客戶門戶網站中，:guilabel:`關閉訂購計劃` 按鈕會在銷售訂單的左側。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription button on a customer's view of a sales order in Odoo " "Subscriptions." msgstr "Odoo 定期訂購中，客戶檢視銷售訂單時的「關閉訂購計劃」按鈕。" #: ../../content/applications/sales/subscriptions/closing.rst:83 msgid "" "When the customer clicks the :guilabel:`Close Subscription` button, a " ":guilabel:`Close Subscription` pop-up window appears, in which the customer " "has to choose from a select list of reasons why they are choosing to close " "the subscription." msgstr "" "客戶按下 :guilabel:`關閉訂購計劃` 按鈕時，會出現 :guilabel:`關閉訂購計劃` " "彈出視窗，客戶須在該處顯示的原因清單中，選擇關閉訂購計劃的原因。" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The close subscription pop-up window customers see when closing a " "subscription." msgstr "客戶關閉訂購計劃時會看到的關閉訂購計劃彈出視窗。" #: ../../content/applications/sales/subscriptions/closing.rst:92 msgid "" "Customers can *only* chose a pre-configured reason why the subscription is " "being closed. They can *not* enter a custom reason from the customer portal." " These selections can be adjusted by navigating to " ":menuselection:`Subscriptions --> Configuration --> Close Reasons`." msgstr "" "客戶 *只可* 從一系列預先配置的原因中，選擇關閉訂購計劃原因， *不可* 在客戶門戶網站輸入自訂原因。你可前往 " ":menuselection:`定期訂購 --> 配置 --> 關閉原因` 設定這些選擇。" #: ../../content/applications/sales/subscriptions/closing.rst:96 msgid "" "Once the customer has chosen a close reason, they would click the " ":guilabel:`Submit` button on the pop-up window." msgstr "客戶選擇關閉原因後，要在彈出視窗上按下 :guilabel:`提交` 按鈕。" #: ../../content/applications/sales/subscriptions/closing.rst:99 msgid "" "Upon closure, the subscription order in the customer portal is tagged as " ":guilabel:`Closed`." msgstr "關閉後，客戶門戶網站中的定期訂購訂單，會被標記為 :guilabel:`已關閉`。" #: ../../content/applications/sales/subscriptions/closing.rst:101 msgid "" "In addition, the specified :guilabel:`Close Reason` appears on the " "subscription order in the *Subscriptions* app in the backend " "(Administrator's view)." msgstr "此外，指定的 :guilabel:`關閉原因` 會出現在後端的 *定期訂購* 應用程式的定期訂購訂單上（管理員檢視模式）。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Subscriptions in the eCommerce shop" msgstr "網店/電子商務商店的定期訂購" #: ../../content/applications/sales/subscriptions/ecommerce.rst:5 msgid "" "Subscription products can be sold in the Odoo *eCommerce* shop just like " "regular sales products." msgstr "訂閱制產品可以像一般產品一樣，放在 Odoo *電子商務* 商店中銷售。" #: ../../content/applications/sales/subscriptions/ecommerce.rst:8 msgid "" ":doc:`Configure subscription products " "`" msgstr ":doc:`配置定期訂購產品 `" #: ../../content/applications/sales/subscriptions/ecommerce.rst:11 msgid "Selling eCommerce subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:13 msgid "" ":doc:`Configure the subscription product ` as a regular recurring" " sales product. To start selling the subscription in the eCommerce shop, " "click the :guilabel:`Go to Website` smart button to navigate to the product " "page." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" "From here, review the subscription product and its recurring periods. Then, " "toggle the switch in the upper-right corner from :guilabel:`Unpublished` to " ":guilabel:`Published`." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "" "The new subscription product is now available to purchase on the eCommerce " "website, with options for the different recurring periods." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "Subscription product on eCommerce website." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:3 msgid "Wire transfer" msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:5 msgid "" "The *wire transfer* payment method allows for payment instructions to be " "shared with a customer after purchasing a product. With a subscription, " "these payment instructions are shared every time the payment is renewed." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:10 msgid "" "The wire transfer payment method requires minimal setup, but in most cases, " "it is inefficient compared to other online payment providers. It is " "recommended to use another payment provider with subscriptions, due to wire " "transfers requiring manual confirmation for each payment." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:19 msgid "" "To use the wire transfer payment method, first ensure the *Wire Transfer* " "payment method is enabled." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:21 msgid "" "To do so, begin by navigating to the *Payment Providers* page in either the " "**Accounting**, **Website**, or **Sales** apps." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:24 msgid "" "For example, navigate to :menuselection:`Accounting app --> Configuration " "--> Online Payments: Payment Providers`, then click the :guilabel:`Wire " "Transfer` card." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:28 msgid "" "If the **Accounting** app is not installed, the *Payment Providers* page can" " also be reached by navigating to :menuselection:`Website app --> " "Configuration --> eCommerce: Payment Providers`, or :menuselection:`Sales " "app --> Configuration --> Online Payments: Payment Providers`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:32 msgid "" "Next, set the :guilabel:`State` to :guilabel:`Enabled` to enable wire " "transfers. Use the drop-down menus next to the :guilabel:`Company` and " ":guilabel:`Website` fields to set where wire transfers can be used." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:36 msgid "" "The options in the :guilabel:`Configuration` tab can be used to customize " "the wire transfer. Optionally tick the checkbox next to :guilabel:`Enable QR" " Codes` to enable the use of QR codes when paying by wire transfer, if " "desired." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:40 msgid "" "Use the drop-down menu next to the :guilabel:`Communication` field to select" " the communication type used on sales orders. Choose :guilabel:`Based on " "Document Reference` to use the sales order (or invoice number), or " ":guilabel:`Based on Customer ID` to use the customer identifier. With either" " method selected, communication is given to the customer, once they choose " "the wire transfer payment method." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:46 msgid "" "The configuration options listed under the :guilabel:`Availability` section " "are used to set payment restrictions, and are optional. Use the " ":guilabel:`Maximum Amount` field to set a maximum payment value, the " ":guilabel:`Currencies` field to restrict any currencies from being used for " "payment, and the :guilabel:`Countries` field to restrict payment from any " "particular countries, if desired." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:51 msgid "" "In the :guilabel:`Messages` tab, use the :guilabel:`Pending Message` field " "to add a message containing wire transfer information. This message is " "displayed to the customer after confirming their order, as well as if the " "order is marked as pending after the payment is processed." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:55 msgid "" "If :doc:`a bank account <../../../finance/accounting/bank>` has already been" " defined, the account number is automatically added to the default message " "generated by Odoo. A bank account can also be added afterwards, and the " "message updates with the appropriate bank information by clicking :icon:`fa-" "refresh` :guilabel:`Reload pending message`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:60 msgid "" "Once all necessary configuration settings are complete, the :icon:`fa-eye-" "slash` :guilabel:`Unpublished` smart button located at the top of the page " "automatically changes to :icon:`fa-globe` :guilabel:`Published` to show the " "wire transfer payment option is now visible to customers. Only keep the " "payment method published if payments are ready to be received." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:66 msgid "" "It is possible to keep the payment method enabled, but **not** visible to " "customers, until payments are ready to be received. To do that, set the " "smart button to :icon:`fa-eye-slash` :guilabel:`Unpublished` after setting " "the :guilabel:`State` to :guilabel:`Enabled`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The wire transfer card enabled and published." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:75 msgid "Test mode" msgstr "測試模式" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:77 msgid "" "The wire transfer payment method can be tested before it is accessed by " "customers by selecting the :guilabel:`Test Mode` option in the " ":guilabel:`State` field on the form. Upon selecting :guilabel:`Test Mode`, " "an orange :guilabel:`Test mode` banner appears in the upper-right corner of " "the form." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:82 msgid "" "Next, enter the credentials for a bank account with accessible transactions " "in the :guilabel:`Messages` tab. To re-enable normal function after testing," " change the :guilabel:`State` setting to :guilabel:`Enabled`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:87 msgid "" "By default, the payment provider remains :guilabel:`Unpublished` in " ":guilabel:`Test Mode`, so it is not visible to visitors." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:91 msgid "" "It is recommended to use the :guilabel:`Test Mode` setting on a duplicate " "(or test) database to avoid potential issues with invoice numbering." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:97 msgid "Pay by wire transfer" msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:99 msgid "" "With wire transfers :ref:`enabled and published `, customers see wire transfers as an available " "payment method at checkout when purchasing a product." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:102 msgid "" "When this method is selected by a customer, they are shown the *Pending " "Message* set in the :ref:`wire transfer configuration page " "`, after confirming their " "purchase. Once the purchase is confirmed, a sales order is created." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The wire transfer pending message shown to customers." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:111 msgid "" "Online orders remain in the *Quotation sent* (i.e. unpaid order) stage until" " both the payment is received, *and* the order is confirmed manually, using " "the :guilabel:`Confirm` button on the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:115 msgid "" "To begin processing the payment, navigate to :menuselection:`Sales app --> " "Orders --> Orders`, and click the corresponding sales order. Ensure the " "sales order is correct, then click :guilabel:`Confirm` to confirm the sales " "order." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:119 msgid "" "Next, click the new :guilabel:`Create Invoice` button, then choose " ":guilabel:`Regular invoice`, and click :guilabel:`Create Draft Invoice`. A " "draft of the invoice appears. Click :guilabel:`Confirm` to validate the " "invoice." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:123 msgid "" "To send this invoice to the customer, click the :guilabel:`Send & Print` " "button. A :guilabel:`Send` pop-up window appears, with an email template " "configured, and a PDF invoice attached." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:126 msgid "" "Ensure the information is correct, then click :guilabel:`Send & Print`. The " "pop-up window disappears, and the :guilabel:`Send & Print` button turns gray" " to show the invoice has been sent." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:130 msgid "" "The default template for sending an invoice can be modified by navigating to" " :menuselection:`Settings app --> Companies --> Email Templates --> Review " "All Templates --> Invoice: Sending`." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:134 msgid "" "Next, click the :guilabel:`Register payment` button on the invoice page. A " "pop-up window titled, :guilabel:`Register Payment`, appears with options for" " selecting the type of payment. In the :guilabel:`Journal` field, select " ":guilabel:`Bank` from the drop-down menu. Next, set the :guilabel:`Payment " "Method` to :guilabel:`Manual`. Ensure the :guilabel:`Amount` and " ":guilabel:`Payment Date` are correct, then click the :guilabel:`Create " "Payment` button." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The register payment pop-up window." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:144 msgid "" "The customer invoice is revealed with a green :guilabel:`In Payment` banner " "in the upper-right corner. At this point, the flow is now complete." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst-1 msgid "The green in payment banner displayed on the invoice." msgstr "" #: ../../content/applications/sales/subscriptions/payment_providers/wire_transfer.rst:152 msgid "" "If payment has been received before sending the invoice, such as in cash, " "the payment can still be registered in Odoo by clicking the " ":guilabel:`Register Payment` button, and creating the payment *before* " "clicking :guilabel:`Send & Print`. Now, when an invoice is sent using the " ":guilabel:`Send & Print` button, a new line is automatically added to the " "invoice message, stating the invoice is already paid." msgstr "" #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "定期訂購計劃" #: ../../content/applications/sales/subscriptions/plans.rst:5 msgid "" "*Subscription plans* are :doc:`quotation templates " "` used to " "preconfigure quotations with subscription products. Use subscription plans " "to quickly create subscription orders." msgstr "" "**定期訂購計劃** （或稱訂閱方案、服務計劃等）是用於預先配置訂閱產品報價的 :doc:`報價單範本 " "`。運用訂閱方案，你可快速建立訂閱訂單。" #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "配置定期訂購計劃" #: ../../content/applications/sales/subscriptions/plans.rst:12 msgid "" "To configure subscription plans, go to :menuselection:`Subscriptions --> " "Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, " "or select an existing plan to edit it." msgstr "" "要配置服務計劃，請前往 :menuselection:`定期訂購 --> 配置 --> 計劃`。然後，按一下 :guilabel:`新增` " "建立新計劃，或選擇現有計劃進行編輯。" #: ../../content/applications/sales/subscriptions/plans.rst:15 msgid "" "Since the Odoo *Subscriptions* app is integrated closely with the *Sales* " "app, subscription plans use the same form as quotation templates." msgstr "由於 Odoo *定期訂購* 應用程式與 *銷售* 應用程式緊密整合，因此訂閱計劃使用的表格，與報價單範本相同。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "定期訂購計劃（報價單範本）配置表單。" #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "定期訂購計劃表單包含以下選項：" #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid "" ":guilabel:`Name`: Enter a name for the subscription plan at the top of the " "page." msgstr ":guilabel:`名稱`：在頁面頂部輸入訂閱計劃的名稱。" #: ../../content/applications/sales/subscriptions/plans.rst:25 msgid "" ":guilabel:`Quotation expires after`: Enter the number of days after which " "the quotation expires, starting from the day the quotation is sent to the " "customer. Leave this field at zero for the quotation to never expire." msgstr ":guilabel:`報價失效時限`：輸入報價單在多少天之後過期，以報價單發送給客戶之日起計。若將此欄位保留為零，報價將永不過期。" #: ../../content/applications/sales/subscriptions/plans.rst:28 msgid "" ":guilabel:`Online Confirmation`: Check the boxes next to " ":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to " "confirm their subscription order by signing or paying for the quotation. " "Enable both to leave the choice to the customer. Enable neither to only " "confirm the quotation in the backend." msgstr "" ":guilabel:`線上確認`：勾選 :guilabel:`簽名` 或 :guilabel:`付款` " "旁的方格，讓客戶能透過簽名或支付報價，去確認自己的定期訂購訂單。若勾選兩者，可將選擇權留給客戶。若兩者均不啟用，報價便只可在後台確認。" #: ../../content/applications/sales/subscriptions/plans.rst:32 msgid "" ":guilabel:`Confirmation Mail`: Select an :doc:`email template " "` for the confirmation email" " that is automatically sent to the customer after the quotation is " "confirmed. Leave this field blank to send nothing." msgstr "" ":guilabel:`確認郵件`：報價確認後，自動傳送給客戶的確認郵件的 :doc:`電郵範本 " "`。若將此欄位留空，系統不會發送任何內容。" #: ../../content/applications/sales/subscriptions/plans.rst:37 msgid "" "To create a new email template, enter a name for the template, then click " ":guilabel:`Create and edit`." msgstr "若要建立新的電子郵件範本，請為範本輸入一個名稱，然後按一下 :guilabel:`建立並編輯`。" #: ../../content/applications/sales/subscriptions/plans.rst:39 msgid "" "To edit an existing email template, select one from the drop-down menu, then" " click on the :guilabel:`Internal link` arrow at the end of the line." msgstr "要編輯現有電郵範本，請從下拉式選單中選擇一個範本，然後按一下資料行末尾的 :guilabel:`內部連結` 箭頭。" #: ../../content/applications/sales/subscriptions/plans.rst:42 msgid "" ":guilabel:`Recurrence`: Select the recurrence period used for the plan. The " "recurrence periods available here are the same ones that are configured in " ":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`." msgstr "" ":guilabel:`重複周期`：選擇該計劃使用的重複周期。此處可用的重複周期，與 :menuselection:`定期訂購應用程式 --> 配置 " "--> 重複周期` 中配置的周期相同。" #: ../../content/applications/sales/subscriptions/plans.rst:46 msgid "" "Selecting a :guilabel:`Recurrence` turns the quotation template into a " "subscription plan and enables the following additional options:" msgstr "選擇使用 :guilabel:`重複周期` 後，會將報價範本轉換為訂閱方案，並啟用以下附加選項：" #: ../../content/applications/sales/subscriptions/plans.rst:49 msgid "" ":guilabel:`Duration`: Choose whether the subscription plan has no end date " "(:guilabel:`Forever`) or a :guilabel:`Fixed` duration." msgstr "" ":guilabel:`持續時間`：選擇訂閱方案有沒有結束日期。:guilabel:`永久` 表示沒有期限；:guilabel:`固定` " "表示有特定持續時間。" #: ../../content/applications/sales/subscriptions/plans.rst:52 msgid "" "If the duration is :guilabel:`Forever`, then the subscription plan will " "continually renew until either the customer or the company manually ends the" " subscription." msgstr "若持續時間設為 :guilabel:`永久`，訂閱計劃將不斷續訂，直至客戶或公司手動結束訂閱。" #: ../../content/applications/sales/subscriptions/plans.rst:54 msgid "" "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` " "date, which determines the amount of time after which the subscription will " "automatically end." msgstr "若持續時間為 :guilabel:`固定`，便需要輸入 :guilabel:`結束時限` 日期。該日期表示訂閱經歷多久後會自動結束。" #: ../../content/applications/sales/subscriptions/plans.rst:57 msgid "" ":guilabel:`Self Closable`: Check this box to enable the customer to " "terminate their subscription from the :doc:`customer portal " "`." msgstr "" ":guilabel:`可自行關閉`：勾選此方格可使客戶能夠從 :doc:`客戶門戶網站 " "` " "（或稱客戶頁面）自行終止訂購計劃。" #: ../../content/applications/sales/subscriptions/plans.rst:60 msgid "" ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*" " subscriptions *past* the due date are automatically closed." msgstr ":guilabel:`自動關閉`：輸入一個天數，表示若在到期日起計這個天數之後仍 *未付款* ，訂購計劃將自動關閉。" #: ../../content/applications/sales/subscriptions/plans.rst:62 msgid "" ":guilabel:`Invoicing Journal`: Select the accounting journal in which " "invoices for this subscription plan are recorded. Leave this field blank to " "use the sales journal with the lowest sequence." msgstr ":guilabel:`發票日記賬`：選擇用作記錄有關此訂購計劃的發票的會計日記賬。若將此欄位留空，系統會使用順序最低的銷售日記賬。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "選擇了「重複周期」的訂購方案。" #: ../../content/applications/sales/subscriptions/plans.rst:70 msgid "" "In the :guilabel:`Lines` tab, create the order lines for the quotation. " "Click :guilabel:`Add a product`, select a product to include in the plan, " "and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add" " as many products as desired to the order lines." msgstr "" "在 :guilabel:`資料行` 分頁，你可為報價單建立訂單資料行。按一下 :guilabel:`加入產品`，選擇要包含在計劃中的產品，然後輸入 " ":guilabel:`數量` 及 :guilabel:`計量單位`。訂單資料行可按你的需要，加入任何數目的產品。" #: ../../content/applications/sales/subscriptions/plans.rst:74 msgid "" "In the :guilabel:`Optional Products` tab, enter any optional products that " "the customer can add to their quotation before confirming the order." msgstr "在 :guilabel:`可選購產品` 分頁中，輸入客戶在確認訂單之前，可以新增至報價單的任何可選購產品。" #: ../../content/applications/sales/subscriptions/plans.rst:77 msgid "" "If the subscription plan has unique :doc:`terms and conditions " "`, add " "them in the :guilabel:`Terms & Conditions` tab. If terms conditions are " "specified on a plan, these will be used instead of the default terms and " "conditions set up in the *Sales* app settings." msgstr "" "若訂購方案有獨特的 :doc:`條款及條件 " "`，請將資料加入至" " :guilabel:`條款及條件` 分頁。一旦在計劃中指定了特有條款及條件，便會使用這些條款，而非使用在 *銷售* " "應用程式設定中設定的預設條款及條件。" #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "定期訂購計劃的「條款及條件」分頁。" #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "在報價中使用訂購計劃" #: ../../content/applications/sales/subscriptions/plans.rst:89 msgid "" "Quotations for subscription products can be created in both the " "*Subscriptions* app and the *Sales* app." msgstr "訂閱制產品的報價，可在 *定期訂購* 應用程式或 *銷售* 應用程式中建立。" #: ../../content/applications/sales/subscriptions/plans.rst:92 msgid "" "From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to " "create a new quotation. Then, select a subscription plan in the " ":guilabel:`Subscription Plan` field." msgstr "" "在 :guilabel:`定期訂購` Dashboard中，按一下 :guilabel:`新增` 建立新報價。然後，在 :guilabel:`訂購計劃`" " 欄位中選擇訂閱方案。" #: ../../content/applications/sales/subscriptions/plans.rst:95 msgid "" "The :guilabel:`Recurrence`, products, and other information from the plan " "are automatically filled in. The quotation can then be modified further as " "needed." msgstr "訂購計劃的 :guilabel:`重複周期`、產品，以及其他資訊，都會自動填寫。" #: ../../content/applications/sales/subscriptions/plans.rst:98 msgid "" "From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new " "quotation. Then, select a subscription plan in the :guilabel:`Quotation " "Template` field." msgstr "" "在 :guilabel:`銷售` Dashboard中，按一下 :guilabel:`新增` 建立新報價。然後，在 :guilabel:`報價範本` " "欄位中選擇訂閱方案。" #: ../../content/applications/sales/subscriptions/plans.rst:101 msgid "" "All subscription orders will appear on the :guilabel:`Subscriptions` " "dashboard regardless of whether they were created in the *Subscriptions* app" " or the *Sales* app." msgstr "所有訂閱型訂單都會在 :guilabel:`定期訂購` Dashboard上顯示，不論是從 *定期訂購* 抑或 *銷售* 應用程式中建立。" #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "定期訂購產品" #: ../../content/applications/sales/subscriptions/products.rst:5 msgid "" "By closely integrating with the Odoo *Sales* app, the *Subscriptions* app " "enables users to sell subscription products alongside regular sales " "products. While regular products are sold on a one-time basis, subscription " "products are sold on a renewing basis, generating recurring revenue." msgstr "" "透過與 Odoo *銷售* 應用程式緊密整合， *定期訂購* " "應用程式讓使用者能夠在售賣正常產品的同時，銷售訂閱類型產品。常規產品是一次性完成銷售的，而訂閱制產品則是以續訂形式連續銷售，從而產生經常性收入。" #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "在 Odoo 中，訂閱制產品也稱為 *經常性* 產品。" #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "配置重複周期" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." msgstr "開始使用訂閱制產品之前，必須根據需要，配置正確的 *重複周期* 。" #: ../../content/applications/sales/subscriptions/products.rst:16 msgid "" "Recurrence periods are the time periods in which subscriptions renew. They " "designate how often the customer pays for (and receives) subscription " "products." msgstr "重複周期是服務計劃續訂的時間段。此周期會決定客戶付款及收取訂閱制產品的頻率。" #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." msgstr "要設定重複周期，請前往 :menuselection:`定期訂購應用程式 --> 配置 --> 重複周期`。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的重複周期頁面。" #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" msgstr "*定期訂購* 應用程式已預設了一些基本的重複周期：" #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" msgstr ":guilabel:`每月`" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" msgstr ":guilabel:`每季`" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" msgstr ":guilabel:`每星期`" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr ":guilabel:`2 星期`" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" msgstr ":guilabel:`每年`" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" msgstr ":guilabel:`3 年`" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" msgstr ":guilabel:`5 年`" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." msgstr "使用者可以隨時新增及/或編輯現有的重複周期。" #: ../../content/applications/sales/subscriptions/products.rst:38 msgid "" "To create a new recurrence period, click :guilabel:`New` on the " ":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence " "period form." msgstr "要建立新的重複周期，請按一下 :guilabel:`重複周期` 頁面上的 :guilabel:`新增`。系統會顯示一張空白的重複周期表格。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的重複周期表單。" #: ../../content/applications/sales/subscriptions/products.rst:45 msgid "" "Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the " "recurrence period, and select the :guilabel:`Unit` that defines the " "duration." msgstr "" "然後，輸入重複周期的 :guilabel:`名稱` 及 :guilabel:`持續時間`，並選擇定義該持續時間的 :guilabel:`單位`。" #: ../../content/applications/sales/subscriptions/products.rst:49 msgid "" "The unit :guilabel:`Days` *cannot* be used as a recurrence period on " "subscriptions. The daily recurrence is meant for rentals, and **cannot** be " "added on recurring subscription sales orders." msgstr "" "請留意，訂閱的重複周期 **不可** 設為 :guilabel:`天`。「每日」的重複周期只適用於租賃， **不可** 加入至定期訂購銷售訂單。" #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." msgstr "此限制是為了避免銷售訂單每日生成發票。" #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "產品表格配置" #: ../../content/applications/sales/subscriptions/products.rst:57 msgid "" "To create a new subscription product, navigate to " ":menuselection:`Subscriptions app --> Products --> Products`, and click " ":guilabel:`New`." msgstr "" "要建立新的訂閱制產品，請前往 :menuselection:`定期訂購應用程式 --> 產品 --> 產品`，然後按一下 :guilabel:`新增`。" #: ../../content/applications/sales/subscriptions/products.rst:60 msgid "" "Doing so reveals a blank product form, which can be configured and " "customized in a number of ways." msgstr "系統會顯示一個空白的產品表單，你可透過多種方式進行配置及自訂。" #: ../../content/applications/sales/subscriptions/products.rst:63 msgid "" "By default, the :guilabel:`Recurring` option is already enabled, prompting " "Odoo to recognize it as a subscription product. Be sure to leave the " ":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled." msgstr "" "預設情況下， :guilabel:`經常性` 選項會是已啟用，提示 Odoo 將產品識別為訂閱類型產品。請確保 :guilabel:`經常性` 及 " ":guilabel:`可出售` 選項均已啟用。" #: ../../content/applications/sales/subscriptions/products.rst:67 msgid "" "The :guilabel:`Product Type` field is set to :guilabel:`Service` by default," " as well. However, subscription products *can* be set to other types, if " "needed." msgstr "" "同樣，在預設情況下，:guilabel:`產品類型` 欄位會設為 :guilabel:`服務`。不過，如果有需要，訂閱制產品 **可以** " "設定為其他類型。" #: ../../content/applications/sales/subscriptions/products.rst:71 msgid "" "When creating a physical subscription product in the Odoo **Sales** " "application, the :guilabel:`Invoicing Policy` must be set to " ":guilabel:`Ordered quantities`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:74 msgid "" "Setting it to :guilabel:`Delivered quantities` causes issues with invoice " "creation, and disrupts the subscription process." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:77 msgid "" "Similarly, when creating a physical subscription product in the Odoo " "**Subscriptions** application, the :guilabel:`Invoicing Policy` must **not**" " be set to :guilabel:`Based on Delivered Quantity (Manual)` for the same " "reasons." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的基本訂閱產品表單。" #: ../../content/applications/sales/subscriptions/products.rst:86 msgid "Time-based pricing" msgstr "基於時間價格" #: ../../content/applications/sales/subscriptions/products.rst:88 msgid "" "Once the desired fields in the :guilabel:`General Information` tab have been" " entered, click the :guilabel:`Time-based pricing` tab on the product form." msgstr "在 :guilabel:`一般資訊` 分頁中完成輸入所需欄位後，請在產品表單上按一下 :guilabel:`以時間定價` 分頁。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." msgstr "Odoo 定期訂購中，訂閱產品表單上的「以時間定價」分頁。" #: ../../content/applications/sales/subscriptions/products.rst:95 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "在此處，按一下 :guilabel:`新增價格`，以開始定義經常性價格。" #: ../../content/applications/sales/subscriptions/products.rst:97 msgid "" "In the :guilabel:`Period` column, select a desired recurrence period. In the" " :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the " ":guilabel:`Price` column, enter the price for that recurrence period." msgstr "" "在 :guilabel:`周期` 直欄中，選取所需的重複周期。如有需要，可在 :guilabel:`價格表` 直欄中，選擇適用的價格表。然後，在 " ":guilabel:`價格` 直欄中，輸入該重複周期的價格。" #: ../../content/applications/sales/subscriptions/products.rst:102 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." msgstr ":guilabel:`每日` 及 :guilabel:`每小時` 的周期 **不可** 用於經常性產品。" #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "Odoo 定期訂購中顯示的驗證錯誤彈出視窗。" #: ../../content/applications/sales/subscriptions/products.rst:109 msgid "" "There is *no limit* to how many lines can be added to the :guilabel:`Time-" "based pricing` table." msgstr "在 :guilabel:`以時間定價` 表格中，可新增的行數 *沒有上限* 。" #: ../../content/applications/sales/subscriptions/products.rst:112 msgid "" "An existing product can be made into a subscription product, simply by " "marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based " "pricing` on the product form." msgstr "" "現有的產品可以轉換成訂閱制產品。只需將產品標記為 :guilabel:`經常性`，並在產品表單上配置 :guilabel:`以時間定價` 即可。" #: ../../content/applications/sales/subscriptions/products.rst:118 msgid "" ":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with" " subscription products to give special pricing to customers included in " "pricelists." msgstr "" ":doc:`價格表 <../sales/products_prices/prices/pricing>` " "可與訂閱產品一起使用，為價格表中包含的客戶提供特別定價。" #: ../../content/applications/sales/subscriptions/products.rst:121 msgid "" "This can be configured either in the :guilabel:`Time-based pricing` tab of " "the product form, or on the pricelist form in the *Sales* application." msgstr "這可以在產品表單的 :guilabel:`以時間定價` 分頁中配置，也可以在 *銷售* 應用程式中的價格表表單上配置。" #: ../../content/applications/sales/subscriptions/products.rst:124 msgid "" "To create recurring price rules for specific pricelists in the " ":guilabel:`Time-based pricing` tab of the product form, select a pricelist " "in the :guilabel:`Pricelist` column." msgstr "" "若要在產品表單的 :guilabel:`以時間定價` 分頁中，為特定價格表建立經常性價格規則，你可在 :guilabel:`價格表` " "直欄中，選取需要的價格表。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "產品表單「以時間定價」分頁中的價格表。" #: ../../content/applications/sales/subscriptions/products.rst:131 msgid "" "When pricelists are added to the :guilabel:`Time-based pricing` tab, the " "pricelist form in the *Sales* app is automatically updated." msgstr "將價格表新增至 :guilabel:`以時間定價` 分頁時， *銷售* 應用程式中的價格表表單會自動更新。" #: ../../content/applications/sales/subscriptions/products.rst:134 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." msgstr "以時間定價的規則，亦可直接在價格表表單上設定。" #: ../../content/applications/sales/subscriptions/products.rst:136 msgid "" "To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, " "and select a pricelist (or click :guilabel:`New` to create a new pricelist)." msgstr "" "要執行此操作，請前往 :menuselection:`銷售應用程式 --> 產品 --> 價格表`，然後選擇一張價格表（或按一下 " ":guilabel:`新增` 建立新的價格表）。" #: ../../content/applications/sales/subscriptions/products.rst:140 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." msgstr "你亦可透過 Odoo *定期訂購* 應用程式，按照相同的選單步驟，存取所需的價格表。" #: ../../content/applications/sales/subscriptions/products.rst:143 msgid "" "Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, " "click :guilabel:`Add a line`." msgstr "然後，在價格表表單的 :guilabel:`基於時間的規則` 分頁下，按一下 :guilabel:`加入資料行`。" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "Odoo 銷售應用程式中，價格表表單上的「基於時間的規則」分頁。" #: ../../content/applications/sales/subscriptions/products.rst:150 msgid "" "Then, select a subscription product in the :guilabel:`Products` column, and " "select a recurrence period in the :guilabel:`Period` column. Lastly, enter a" " :guilabel:`Price` for that particular product and period. Add as many lines" " as needed." msgstr "" "然後，在 :guilabel:`產品` 直欄中選擇一項訂閱產品，並在 :guilabel:`周期` 直欄中選擇重複周期。最後，為該特定產品及周期輸入一個" " :guilabel:`價格`。你可根據需要，繼續加入更多資料行。" #: ../../content/applications/sales/subscriptions/products.rst:154 msgid "" "When :guilabel:`Time-based rules` are added to the pricelist form, the " ":guilabel:`Time-based pricing` tab of the product form is automatically " "updated." msgstr "當 :guilabel:`基於時間的規則` 新增至價格表表單時，產品表單的 :guilabel:`以時間定價` 分頁亦會自動更新。" #: ../../content/applications/sales/subscriptions/products.rst:158 msgid ":doc:`ecommerce`" msgstr ":doc:`ecommerce`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew subscriptions" msgstr "定期訂購續訂" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" "The foundation of any subscription business model is recurring payments. " "This is when customers reliably pay a regular amount at specific intervals, " "in exchange for access to a subscription product or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" "Subscription renewal is the process customers follow when they willingly " "choose to continue participating in, and paying for, a subscription product " "or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:12 msgid "" "Subscribers experience the renewal process at different intervals -- weekly," " monthly, annually, etc. -- depending on the duration of the agreed-upon " "contract." msgstr "訂戶會以不同的時間間隔（例如每星期、每月、每年等）進行續約，具體取決於協定合約的生效期有多長。" #: ../../content/applications/sales/subscriptions/renewals.rst:15 msgid "" "Most companies that offer subscriptions prefer to automate the renewal " "process for customers. However, manual subscription renewals are still used " "in some cases." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" "With the Odoo **Subscriptions** application, a company can manage all of its" " subscriptions in one place. Renewals can be processed automatically, or " "manually, include additional products or upsells per renewal order, and be " "filtered in batch views to quickly locate customers who need to renew their " "subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:24 msgid "Subscription renewals" msgstr "定期訂購續訂" #: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" "In order to renew a subscription, a quotation with a subscription product " "**must** be confirmed, with a configured *Recurring Plan* selected." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:29 msgid "" "To open a subscription quotation, navigate to :menuselection:`Subscriptions " "app --> Subscriptions --> Quotations`, and select the desired quotation from" " the list. Or, create a new one by clicking :guilabel:`New` to open a new " "quotation form." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:34 msgid "Only a singular product is required." msgstr "只需要單一項產品。" #: ../../content/applications/sales/subscriptions/renewals.rst:35 msgid "" "A subscription service counts as a product, as it is considered a recurring " "product." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:37 msgid "" "Subscription quotations **must** be confirmed, and payment from the customer" " for the initial subscription **must** be invoiced and registered in order " "to successfully open a *Renewal Quotation*." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:42 msgid "" "For more information on the above process of confirming quotations and " "invoicing payments, see: - :doc:`../sales/send_quotations/create_quotations`" " - :doc:`../sales/send_quotations/get_paid_to_validate`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:47 msgid "" "Once the payment from the subscription quotation is confirmed, the quotation" " turns into a sales order. An :guilabel:`In Progress` tag is applied to the " "sales order form, and a series of buttons also appear at the top of the " "sales order, including a :guilabel:`Renew` button." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "Odoo 定期訂購應用程式的定期訂購銷售訂單上的續訂按鈕。" #: ../../content/applications/sales/subscriptions/renewals.rst:55 msgid "" "When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " "renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" "按下 :guilabel:`續訂` 按鈕後，Odoo 會立即顯示一張填好的新續訂報價單，報價單已附有 :guilabel:`續訂報價` 標籤。" #: ../../content/applications/sales/subscriptions/renewals.rst-1 #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renewal quotation in the Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的續訂報價。" #: ../../content/applications/sales/subscriptions/renewals.rst:62 msgid "" "From here, a standard sales flow can occur to confirm the quotation. This " "typically begins by clicking :guilabel:`Send by Email`, which sends a copy " "of the quotation to the customer, by email, for them to confirm, and " "eventually, pay for." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:67 msgid "" "In the chatter of the :guilabel:`Renewal Quotation`, it is mentioned that " "this subscription is the renewal of the subscription from the original sales" " order." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:70 msgid "" "Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " "order, and a :guilabel:`Sales History` smart button appears at the top of " "the page." msgstr "確認 :guilabel:`續訂報價` 後，它便會轉換為銷售訂單，頁面頂部會出現 :guilabel:`銷售歷史記錄` 智慧按鈕。" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Sales History smart button in the Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的銷售歷史智慧按鈕。" #: ../../content/applications/sales/subscriptions/renewals.rst:77 msgid "" "When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " "separate page, showcasing the different sales orders attached to this " "subscription, along with their individual :guilabel:`Subscription Status`." msgstr "" "按下 :guilabel:`銷售歷史記錄` 智慧按鈕時，Odoo 會顯示一個獨立頁面，列出附加至此訂購的不同銷售訂單，及每張銷售訂單各自的 " ":guilabel:`訂閱狀態`。" #: ../../content/applications/sales/subscriptions/renewals.rst:85 msgid "" "Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " ":guilabel:`MRR` smart button also appears at the top of the sales order." msgstr "此外，一旦確認 :guilabel:`續訂報價`，銷售訂單頂部也會出現 :guilabel:`MRR`（每月經常收入）智慧按鈕。" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "MRR smart button in the Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中的 MRR 每月經常收入智慧按鈕。" #: ../../content/applications/sales/subscriptions/renewals.rst:92 msgid "" "When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " "monthly recurring revenue related to this specific subscription." msgstr "按下該按鈕後，Odoo 會顯示 :guilabel:`MRR 分析` 頁面，詳細列出與此特定訂購計劃相關的每月經常收入。" #: ../../content/applications/sales/subscriptions/renewals.rst:96 msgid "" "On rare occasions, automatic payment can fail, which results in a *Payment " "Failure* tag on the top-right of the sales order, if there is an error in " "the payment method." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:99 msgid "" "This is done to prevent the system from charging the customer again the next" " time a scheduled action is run. Because the status of the payment is " "unknown, Odoo requests a manual operation to check if the payment has been " "made, before the payment can be used again." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:103 msgid "" "To do this, navigate to :menuselection:`Subscriptions app --> Subscriptions " "--> Quotations`. Click into the desired subscription, then check the " "*Chatter* to see if the payment was made." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:106 msgid "" "If the payment was **not** made, first enter :doc:`debug mode " "<../../general/developer_mode>`. Then, click the :guilabel:`Other Info` tab," " and untick the checkbox next to :guilabel:`Contract in exception`. Reload " "the sales order, and the :guilabel:`Payment Failure` tag is gone." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:110 msgid "" "If the payment **was** made, a new invoice must be made and posted manually." " This automatically updates the next invoice date of the subscription. Once " "created, enter :doc:`debug mode <../../general/developer_mode>`, and " "navigate to the new sales order. Click the :guilabel:`Other Info` tab, and " "untick the checkbox next to :guilabel:`Contract in exception`. Reload the " "sales order, and the :guilabel:`Payment Failure` tag is gone." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "" "The \"contract in exception\" option selected with the \"payment failure\" " "tag shown." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:120 msgid "" "The :guilabel:`contract in exception`` option selected with the " ":guilabel:`payment failure` tag shown." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:123 msgid "" "In both cases, once the :guilabel:`Contract in exception` option is no " "longer selected, Odoo handles renewals automatically again. If the " "subscription remains in *payment failure*, it is skipped by Odoo until the " "sales order is closed." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Subscription reports" msgstr "定期訂購報告" #: ../../content/applications/sales/subscriptions/reports.rst:8 msgid "" "The Odoo **Subscriptions** app provides a series of reporting pages to help " "companies analyze how subscriptions are performing." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:11 msgid "" "On the *Subscriptions Analysis* reporting page, users can view specific data" " related to recurring subscriptions, quantity of subscriptions, in-progress " "or paused subscriptions, and more." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:14 msgid "" "The *Retention Analysis* reporting page provides an organized table of " "subscription retention percentages over any period of time." msgstr "*保留分析* 報告頁面：以表格整理及提供任何時間段內定期訂購項目的保留百分比。" #: ../../content/applications/sales/subscriptions/reports.rst:17 msgid "" "The *MRR Breakdown* reporting page clearly divides |MRR| and |ARR| metrics " "for subscriptions into various graphs, lists, and charts." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:20 msgid "" "And the *MRR Analysis* reporting page offers a time-based collection of " "analytics showcasing how subscription |MRR| and |ARR| have changed over the " "course of any given period of time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:24 msgid "Reporting page elements" msgstr "報告頁面元素" #: ../../content/applications/sales/subscriptions/reports.rst:26 msgid "" "All subscriptions-based reporting pages can be accessed via the " ":guilabel:`Reporting` header menu in the **Subscriptions** app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:29 msgid "The following sections describe elements found on each reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:32 msgid "Filters and Group By" msgstr "篩選器、分組依據" #: ../../content/applications/sales/subscriptions/reports.rst:34 msgid "" "*Filters* are used to narrow down metrics to show specific analytics, " "whereas groupings (via the *Group By* option) are used to gather the data " "from specific sections into groups for more organized analysis." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:38 msgid "" "This section refers to both filters and groupings, as a combination of the " "two can be saved in the *Favorites* section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:41 msgid "" "To modify the results being shown on any reporting page, click the " ":icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of the " "search bar. Doing so reveals a drop-down menu of detailed filter and " "grouping options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:45 msgid "" "If desired, a filter or grouping (or combination of filters and/or " "groupings) can be saved in the :guilabel:`Favorites` section of that drop-" "down menu. To do so, click the :icon:`fa-caret-down` :guilabel:`(down " "arrow)` icon beside :guilabel:`Save current search`, located beneath the " ":guilabel:`Favorites` section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:50 msgid "" "This reveals a field to assign a title to the favorite filter. Two options " "are also found beneath the title field: :guilabel:`Default filter` and " ":guilabel:`Shared`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:53 msgid "" "Ticking the checkbox beside :guilabel:`Default filter` makes the newly-" "favorited filter the default option for that reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:56 msgid "" "Ticking the checkbox beside :guilabel:`Shared` makes the newly-favorited " "filter available to other users in the database." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:60 msgid "" "The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** " "required, and only *one* of these options can be selected at a time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:63 msgid "" "To save the filter, click :guilabel:`Save` in the :guilabel:`Favorites` " "section of the drop-down filter menu." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:66 msgid "" "When clicked, that saved filter appears beneath the :guilabel:`Favorites` " "column of the drop-down filter menu, and a :icon:`fa-star` :guilabel:`(gold " "star)` icon appears beside the favorite filter's name in the search bar." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:71 msgid "Views" msgstr "檢視" #: ../../content/applications/sales/subscriptions/reports.rst:73 msgid "" "On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and " ":guilabel:`MRR Analysis` reporting pages, three different view options are " "located in the upper-right corner." msgstr "" "在 :guilabel:`定期訂購分析`、:guilabel:`MRR 細分` 以及 :guilabel:`MRR 分析` " "報告頁面的右上角，提供了三個不同的檢視畫面選項。" #: ../../content/applications/sales/subscriptions/reports.rst:77 msgid "" "There are *no* other view options available on the :guilabel:`Retention " "Analysis` reporting page." msgstr ":guilabel:`保留分析` 報告頁面則 *沒有* 其他可用的檢視選項。" #: ../../content/applications/sales/subscriptions/reports.rst:79 msgid "The available view options, from left to right, are:" msgstr "可用的檢視畫面選項，由左至右依序為：" #: ../../content/applications/sales/subscriptions/reports.rst:81 msgid ":guilabel:`Graph`" msgstr ":guilabel:`圖表`" #: ../../content/applications/sales/subscriptions/reports.rst:82 msgid ":guilabel:`List`" msgstr ":guilabel:`列表`" #: ../../content/applications/sales/subscriptions/reports.rst:83 msgid ":guilabel:`Pivot`" msgstr ":guilabel:`樞紐分析`" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The different view options available on the Subscriptions Analysis page." msgstr "定期訂購分析頁面提供的不同檢視畫面選項。" #: ../../content/applications/sales/subscriptions/reports.rst:89 msgid "Each view has its own series of related view-specific visual options." msgstr "每種檢視模式都有自己的一系列相關視覺選項。這些選項是特定於個別檢視畫面的。" #: ../../content/applications/sales/subscriptions/reports.rst:94 msgid "" "With the graph view selected, the following options appear between the " "search bar and visual representation of the data. These graph-specific " "options are located to the right of the :guilabel:`Measures` and " ":guilabel:`Insert in Spreadsheet` buttons." msgstr "" "選擇圖表檢視時，搜尋列與數據視覺化顯示範圍之間，會出現以下選項。這些選項只限圖表檢視模式使用，位於 :guilabel:`量度` 及 " ":guilabel:`插入試算表` 按鈕的右方。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The different graph view options in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:102 msgid "" "The first three options, from left to right, represent different graph-" "related views. The remaining options represent different ways to organize " "and visualize that specific graph-related data." msgstr "首三個選項由左至右代表不同的圖表檢視畫面。其餘選項代表可用作整理及視覺化顯示該組資料的不同方式。" #: ../../content/applications/sales/subscriptions/reports.rst:105 msgid "From left to right, the specific graph-related view options are:" msgstr "具體的圖表相關檢視選項，由左至右分別是：" #: ../../content/applications/sales/subscriptions/reports.rst:107 msgid "" ":icon:`fa-bar-chart` :guilabel:`Bar Chart`: showcases the data in a bar " "chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:108 msgid "" ":icon:`fa-line-chart` :guilabel:`Line Chart`: showcases the data in a line " "chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:109 msgid "" ":icon:`fa-pie-chart` :guilabel:`Pie Chart`: showcases the data in a pie " "chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:111 msgid "" "Each graph view option has its own series of specific visual options, which " "are represented by the available buttons that appear to the right of the " "selected graph-related view option." msgstr "每個圖表檢視選項，都有自己的一系列特定視覺選項，會在所選圖表檢視選項的右方，以可用按鈕形式顯示。" #: ../../content/applications/sales/subscriptions/reports.rst:114 msgid "" "When the :icon:`fa-bar-chart` :guilabel:`Bar Chart` graph view is selected, " "the following visual options are available:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:117 #: ../../content/applications/sales/subscriptions/reports.rst:123 msgid "" ":icon:`fa-database` :guilabel:`Stacked`: showcases the data in a stacked " "visual format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:118 #: ../../content/applications/sales/subscriptions/reports.rst:125 msgid "" ":icon:`fa-sort-amount-desc` :guilabel:`Descending`: showcases the data in " "descending order." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:119 #: ../../content/applications/sales/subscriptions/reports.rst:126 msgid "" ":icon:`fa-sort-amount-asc` :guilabel:`Ascending`: showcases the data in " "ascending order." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:121 msgid "" "When the :guilabel:`Line Chart` graph view is selected, the following visual" " options are available:" msgstr "選用 :guilabel:`折線圖` 圖表檢視模式時，有下列視覺選項可以使用：" #: ../../content/applications/sales/subscriptions/reports.rst:124 msgid "" ":icon:`fa-signal` :guilabel:`Cumulative`: showcases the data in accumulated," " increasing format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:128 msgid "" "When the :guilabel:`Pie Chart` graph view is selected, there are no " "additional visual options." msgstr "選用 :guilabel:`圓形圖` 檢視模式時，沒有其他視覺選項可用。" #: ../../content/applications/sales/subscriptions/reports.rst:133 msgid "" "With the list view selected, the subscription metrics being analyzed are " "displayed in a simple list, which can be fully customized by using any of " "the available filters or groupings in the drop-down filter menu (accessible " "via the :icon:`fa-caret-down` :guilabel:`(down arrow)` icon to the right of " "the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:139 msgid "" "With list view selected, the :guilabel:`Measures` drop-down menu and " ":guilabel:`Insert in Spreadsheet` button are *not* available." msgstr "選用列表檢視模式時，:guilabel:`量度` 下拉式選單及 :guilabel:`插入試算表` 按鈕，都將 *不可用* 。" #: ../../content/applications/sales/subscriptions/reports.rst:145 msgid "" "With the pivot view selected, the subscription metrics are displayed in a " "data table, which can be fully customized." msgstr "選用樞紐分析檢視模式時，定期訂購項目的指標會以一個數據表格顯示，這張數據表是可以由你完全自訂。" #: ../../content/applications/sales/subscriptions/reports.rst:148 msgid "" "The pivot data table can be customized using the options available in the " ":guilabel:`Measures` drop-down menu, and/or the filter grouping options " "available in the filter drop-down menu (accessible via the :icon:`fa-caret-" "down` :guilabel:`(down arrow)` icon to the right of the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:153 msgid "" "Three pivot-specific options are available, located to the right of the " ":guilabel:`Measures` drop-down menu and :guilabel:`Insert in Spreadsheet` " "button." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The pivot-specific view options available in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:160 msgid "From left to right, those pivot-specific view options are:" msgstr "這些特定於樞紐分析表的檢視選項，由左至右分別是：" #: ../../content/applications/sales/subscriptions/reports.rst:162 msgid "" ":icon:`fa-exchange` :guilabel:`Flip axis`: the `x` and `y` axis of the pivot" " data table flip." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:163 msgid "" ":icon:`fa-arrows` :guilabel:`Expand all`: all the available rows and columns" " of the pivot data table expand fully." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:165 msgid "" ":icon:`fa-download` :guilabel:`Download .xlsx`: the pivot data table is " "downloaded as an :file:`.xlsx` file." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:169 msgid "Measures" msgstr "量度" #: ../../content/applications/sales/subscriptions/reports.rst:171 msgid "" "The graph and pivot reporting pages have their own metric-specific " ":guilabel:`Measures` drop-down menu of data-related options to choose from, " "located in the upper-left corner, above the visual representation of " "metrics." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The standard measures drop-down menu in the Odoo Subscriptions app." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:179 msgid "" "When the :guilabel:`Measures` button is clicked, a series of selectable " "measures becomes available, via a drop-down menu. When any of the options " "are selected from the :guilabel:`Measures` drop-down menu, the chosen " "metrics related to that specific measure appear on the reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:184 msgid "" "For more information on the different measures that can be utilized on each " "reporting page, refer to the :ref:`specific reporting page breakdowns " "` found below in this documentation." msgstr "" "有關每個報告頁面上可以使用的不同量度的更多資訊，請參閱本文下方的 :ref:`特定報告頁面細分 " "`。" #: ../../content/applications/sales/subscriptions/reports.rst:189 msgid "Insert in spreadsheet" msgstr "插入試算表" #: ../../content/applications/sales/subscriptions/reports.rst:191 msgid "" "Beside the :guilabel:`Measures` drop-down menu, there is an " ":guilabel:`Insert in Spreadsheet` button." msgstr "在 :guilabel:`量度` 下拉式選單旁邊，有一個 :guilabel:`插入試算表` 按鈕。" #: ../../content/applications/sales/subscriptions/reports.rst:194 msgid "" "When clicked, the ability to add the configured data currently being " "showcased on the reporting page into a new or pre-existing spreadsheet or " "dashboard becomes available, via a pop-up window." msgstr "按下後，你可透過彈出視窗，將報告頁面上目前顯示的已配置資料，加入至新的或現有的試算表或Dashboard中。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The spreadsheet pop-up window of the Subscriptions Analysis page." msgstr "定期訂購分析頁面的試算表彈出視窗。" #: ../../content/applications/sales/subscriptions/reports.rst:201 msgid "" "Select the desired option from this pop-up window, then click " ":guilabel:`Confirm`." msgstr "在此彈出視窗中，選擇所需的選項，然後按一下 :guilabel:`確認`。" #: ../../content/applications/sales/subscriptions/reports.rst:206 msgid "Reporting pages" msgstr "報告頁面" #: ../../content/applications/sales/subscriptions/reports.rst:208 msgid "" "In the Odoo **Subscriptions** app, there are four different reporting pages " "available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:210 msgid "" "To access, analyze, and customize various reports related to subscriptions, " "navigate to :menuselection:`Subscriptions app`, and click the " ":guilabel:`Reporting` drop-down menu in the header to reveal the following " "reporting pages:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:214 msgid ":guilabel:`Subscriptions`" msgstr ":guilabel:`定期訂購`" #: ../../content/applications/sales/subscriptions/reports.rst:215 msgid ":guilabel:`Retention`" msgstr ":guilabel:`保留分析`" #: ../../content/applications/sales/subscriptions/reports.rst:216 msgid ":guilabel:`MRR Breakdown`" msgstr ":guilabel:`MRR 細分`" #: ../../content/applications/sales/subscriptions/reports.rst:217 msgid ":guilabel:`MRR Timeline`" msgstr ":guilabel:`MRR 時間線`" #: ../../content/applications/sales/subscriptions/reports.rst:219 msgid "" "Clicking any of those options reveals a separate, fully-customizable " "reporting page focusing on that particular aspect of subscription data." msgstr "按下任何一個上述選項後，會顯示一個獨立、完全可自訂的報告頁面，該頁面只會專注於目前關注的定期訂購資料範疇。" #: ../../content/applications/sales/subscriptions/reports.rst:222 msgid "The following is a breakdown of those four specific reporting pages." msgstr "下文介紹這四個具體報告頁面的詳情。" #: ../../content/applications/sales/subscriptions/reports.rst:225 msgid "Subscriptions analysis" msgstr "定期訂購分析" #: ../../content/applications/sales/subscriptions/reports.rst:227 msgid "" "To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to" " :menuselection:`Subscriptions app --> Reporting --> Subscriptions`." msgstr "" "要存取 :guilabel:`定期訂購分析` 報告頁面，請前往 :menuselection:`定期訂購應用程式 --> 報告 --> 定期訂購`。" #: ../../content/applications/sales/subscriptions/reports.rst:230 msgid "" "By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view," " is selected on the :guilabel:`Subscriptions Analysis` reporting page." msgstr "" "預設情況下，:guilabel:`定期訂購分析` 報告頁面會選用 :guilabel:`圖表` 檢視模式中的 :guilabel:`棒形圖` 選項。" #: ../../content/applications/sales/subscriptions/reports.rst:233 msgid "" "The following filters are also present in the search bar: :guilabel:`In " "Progress or Paused` and :guilabel:`Recurring`." msgstr "搜尋列也提供以下篩選器：:guilabel:`進行中或暫停` 以及 :guilabel:`經常性`。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default view of the Subscriptions Analysis reporting page in Odoo " "Subscriptions." msgstr "Odoo 定期訂購中，定期訂購分析報告頁面的預設檢視畫面。" #: ../../content/applications/sales/subscriptions/reports.rst:240 msgid "" "When the :guilabel:`Measures` button on the :guilabel:`Subscriptions " "Analysis` page is clicked, a series of metric-related options becomes " "available as a drop-down menu." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The measures drop-down menu of the Subscriptions Analysis page." msgstr "定期訂購分析頁面的「量度」下拉式選單。" #: ../../content/applications/sales/subscriptions/reports.rst:247 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`Subscriptions Analysis` page are:" msgstr ":guilabel:`定期訂購分析` 頁面的 :guilabel:`量度` 下拉式選單中，與指標相關的選項有：" #: ../../content/applications/sales/subscriptions/reports.rst:250 msgid ":guilabel:`Monthly Recurring`" msgstr ":guilabel:`每月重複`" #: ../../content/applications/sales/subscriptions/reports.rst:251 msgid ":guilabel:`Quantity`" msgstr ":guilabel:`數量`" #: ../../content/applications/sales/subscriptions/reports.rst:252 msgid ":guilabel:`Recurring Revenue`" msgstr ":guilabel:`經常收入`" #: ../../content/applications/sales/subscriptions/reports.rst:253 msgid ":guilabel:`Untaxed Total`" msgstr ":guilabel:`未連稅總額`" #: ../../content/applications/sales/subscriptions/reports.rst:254 msgid ":guilabel:`Yearly Recurring`" msgstr ":guilabel:`每年重複`" #: ../../content/applications/sales/subscriptions/reports.rst:255 #: ../../content/applications/sales/subscriptions/reports.rst:293 #: ../../content/applications/sales/subscriptions/reports.rst:349 #: ../../content/applications/sales/subscriptions/reports.rst:397 msgid ":guilabel:`Count`" msgstr ":guilabel:`數目`（個數）" #: ../../content/applications/sales/subscriptions/reports.rst:258 msgid "" "The :guilabel:`Monthly Recurring` measure option is selected by default." msgstr "預設是選用 :guilabel:`每月重複` 的量度選項。" #: ../../content/applications/sales/subscriptions/reports.rst:260 msgid "" "When any of those available measures are clicked, Odoo displays that " "selected data on the reporting page for further analysis." msgstr "按下任何可用的量度方式時，Odoo 都會在報告頁面上顯示所選資料，以作進一步分析。" #: ../../content/applications/sales/subscriptions/reports.rst:264 msgid "Retention analysis" msgstr "保留分析" #: ../../content/applications/sales/subscriptions/reports.rst:266 msgid "" "To access the :guilabel:`Retention Analysis` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> Retention`." msgstr "" "要存取 :guilabel:`保留分析` 報告頁面，請前往 :menuselection:`定期訂購應用程式 --> 報告 --> 保留分析`。" #: ../../content/applications/sales/subscriptions/reports.rst:269 msgid "" "The :guilabel:`Retention Analysis` reporting page differs from the other " "**Subscriptions** app reporting pages, in that it does **not** provide any " "additional view options. The data on this page is only presented in a " "customizable data chart." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default view of the Retention Analysis reporting page in Odoo " "Subscriptions." msgstr "Odoo 定期訂購中，保留分析報告頁面的預設檢視畫面。" #: ../../content/applications/sales/subscriptions/reports.rst:277 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention " "Analysis` reporting page is clicked, a series of metric-related options " "become available." msgstr "按下 :guilabel:`保留分析` 報告頁面上的 :guilabel:`量度` 下拉式選單時，系統會顯示一系列與指標相關的選項。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The measures drop-down menu of the Retention Analysis page." msgstr "保留分析頁面的「量度」下拉式選單。" #: ../../content/applications/sales/subscriptions/reports.rst:284 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`Retention Analysis` reporting page are:" msgstr ":guilabel:`保留分析` 報告頁面的 :guilabel:`量度` 下拉式選單中，與指標相關的選項有：" #: ../../content/applications/sales/subscriptions/reports.rst:287 msgid ":guilabel:`Amount to invoice`" msgstr ":guilabel:`待開立發票金額`" #: ../../content/applications/sales/subscriptions/reports.rst:288 msgid ":guilabel:`Margin`" msgstr ":guilabel:`利潤`" #: ../../content/applications/sales/subscriptions/reports.rst:289 msgid ":guilabel:`Margin (%)`" msgstr ":guilabel:`利潤率（%）`" #: ../../content/applications/sales/subscriptions/reports.rst:290 msgid ":guilabel:`Prepayment percentage`" msgstr ":guilabel:`預繳百分比`" #: ../../content/applications/sales/subscriptions/reports.rst:291 msgid ":guilabel:`Shipping Weight`" msgstr ":guilabel:`裝運重量`" #: ../../content/applications/sales/subscriptions/reports.rst:292 msgid ":guilabel:`Unpaid Amount`" msgstr ":guilabel:`未付金額`" #: ../../content/applications/sales/subscriptions/reports.rst:296 msgid "The :guilabel:`Count` measure option is selected by default." msgstr "預設是會選用 :guilabel:`數目` 量度選項。" #: ../../content/applications/sales/subscriptions/reports.rst:298 msgid "" "To the right of the :guilabel:`Measures` drop-down menu on the " ":guilabel:`Retention Analysis` page is an additional drop-down menu " "containing different time periods. The default time period is " ":guilabel:`Month`." msgstr "" ":guilabel:`保留分析` 頁面上 :guilabel:`量度` 下拉式選單的右方，是一個包含不同時間段的附加下拉式選單。預設選用的時間段是 " ":guilabel:`月`。" #: ../../content/applications/sales/subscriptions/reports.rst:302 msgid "" "When clicked, a drop-down menu of various time period options become " "available." msgstr "按下後，將出現一個包含各種時間段選項的下拉式選單。" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The time period drop-down menu of the Retention Analysis page." msgstr "保留分析頁面的時間段下拉式選單。" #: ../../content/applications/sales/subscriptions/reports.rst:308 msgid "The time period options are:" msgstr "可用的時間段選項有：" #: ../../content/applications/sales/subscriptions/reports.rst:310 msgid ":guilabel:`Day`" msgstr ":guilabel:`日`" #: ../../content/applications/sales/subscriptions/reports.rst:311 msgid ":guilabel:`Week`" msgstr ":guilabel:`星期`" #: ../../content/applications/sales/subscriptions/reports.rst:312 msgid ":guilabel:`Month`" msgstr ":guilabel:`月`" #: ../../content/applications/sales/subscriptions/reports.rst:313 msgid ":guilabel:`Year`" msgstr ":guilabel:`年`" #: ../../content/applications/sales/subscriptions/reports.rst:315 msgid "" "When a time period option from this drop-down menu is selected, the " ":guilabel:`Retention Analysis` reporting page showcases data for the " "configured measures and filters within that time period." msgstr "選擇此下拉式選單中的時間段選項時，:guilabel:`保留分析` 報告頁面會顯示該時間段內，符合已配置的量度及篩選器的數據。" #: ../../content/applications/sales/subscriptions/reports.rst:318 msgid "" "To the right of the time period drop-down menu, there is a download button, " "which allows the user to download the data presented on the " ":guilabel:`Retention Analysis` page as an Excel file." msgstr "在時間段下拉式選單的右方，有一個下載按鈕，可讓使用者將 :guilabel:`保留分析` 頁面上顯示的資料，下載為 Excel 檔案。" #: ../../content/applications/sales/subscriptions/reports.rst:322 msgid "MRR breakdown" msgstr "MRR 細分" #: ../../content/applications/sales/subscriptions/reports.rst:324 msgid "" "To access the :guilabel:`MRR Breakdown` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> MRR Breakdown`." msgstr "" "要存取 :guilabel:`MRR 細分` 報告頁面，請前往 :menuselection:`定期訂購應用程式 --> 報告 --> MRR 細分`。" #: ../../content/applications/sales/subscriptions/reports.rst:327 msgid "" "By default, the data displayed on the :guilabel:`MRR Breakdown` reporting " "page is in graph view, with the :guilabel:`Bar Chart` option and " ":guilabel:`Stacked` option selected." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:330 msgid "" "A default filter is also available in the search bar for :guilabel:`Event " "Date: Month > Event Type`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default appearance of the MRR Breakdown reporting page in Odoo " "Subscriptions." msgstr "Odoo 定期訂購中，MRR 細分報告頁面的預設外觀。" #: ../../content/applications/sales/subscriptions/reports.rst:336 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR " "Breakdown` reporting page is clicked, a series of metric-related options " "become available." msgstr "按下 :guilabel:`MRR 細分` 報告頁面上的 :guilabel:`量度` 下拉式選單時，系統會顯示一系列與指標相關的選項。" #: ../../content/applications/sales/subscriptions/reports.rst:343 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`MRR Breakdown` reporting page are:" msgstr ":guilabel:`MRR 細分` 報告頁面的 :guilabel:`量度` 下拉式選單中，與指標相關的選項有：" #: ../../content/applications/sales/subscriptions/reports.rst:346 #: ../../content/applications/sales/subscriptions/reports.rst:394 msgid ":guilabel:`Active Subscriptions Change`" msgstr ":guilabel:`生效訂購變化`" #: ../../content/applications/sales/subscriptions/reports.rst:347 #: ../../content/applications/sales/subscriptions/reports.rst:395 msgid ":guilabel:`ARR Change`" msgstr ":guilabel:`ARR 變化`" #: ../../content/applications/sales/subscriptions/reports.rst:348 #: ../../content/applications/sales/subscriptions/reports.rst:396 msgid ":guilabel:`MRR Change`" msgstr ":guilabel:`MRR 變化`" #: ../../content/applications/sales/subscriptions/reports.rst:352 #: ../../content/applications/sales/subscriptions/reports.rst:400 msgid "The :guilabel:`MRR Change` measure option is selected by default." msgstr "預設會選用 :guilabel:`MRR 變化` 的量度選項。" #: ../../content/applications/sales/subscriptions/reports.rst:355 msgid "" "To make a different measure option the default, first, select the desired " "measure from the :guilabel:`Measures` drop-down menu. Then, click the " ":icon:`fa-caret-down` :guilabel:`(down arrow)` icon in the search bar to " "open the mega menu of filters and groupings." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:359 msgid "" "In the :guilabel:`Favorites` column, click the :icon:`fa-caret-down` " ":guilabel:`(down arrow)` icon beside :guilabel:`Save current search` to " "reveal a field, where a title can be entered, along with two " "checkboxes::guilabel:`Default filter` and :guilabel:`Shared`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:363 msgid "" "Tick the checkbox for :guilabel:`Default filter`, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:365 msgid "" "That newly-chosen measure option is now the default option that appears when" " this reporting page is accessed." msgstr "現在，新選擇的量度選項，便會是存取此報告頁面時顯示的預設選項。" #: ../../content/applications/sales/subscriptions/reports.rst:369 msgid "MRR analysis" msgstr "MRR 分析" #: ../../content/applications/sales/subscriptions/reports.rst:371 msgid "" "To access the :guilabel:`MRR Analysis` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> MRR Timeline`." msgstr "" "要存取 :guilabel:`MRR 分析` 報告頁面，請前往 :menuselection:`定期訂購應用程式 --> 報告 --> MRR " "時間線`。" #: ../../content/applications/sales/subscriptions/reports.rst:374 msgid "" "By default, the data displayed on the :guilabel:`MRR Analysis` reporting " "page is in graph view, with the :guilabel:`Line Chart` option, " ":guilabel:`Stacked` option, and :guilabel:`Cumulative` option selected." msgstr "" "預設情況下，:guilabel:`MRR 分析` 報告頁面上顯示的資料，會以圖表檢視模式顯示，並選用 " ":guilabel:`折線圖`、:guilabel:`堆疊` 及 :guilabel:`累積` 選項。" #: ../../content/applications/sales/subscriptions/reports.rst:378 msgid "" "A default filter is also found in the search bar for :guilabel:`Event Date: " "Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default appearance of the MRR Analysis reporting page in Odoo " "Subscriptions." msgstr "Odoo 定期訂購中，MRR 分析報告頁面的預設檢視外觀。" #: ../../content/applications/sales/subscriptions/reports.rst:384 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis`" " reporting page is clicked, a series of metric-related options become " "available." msgstr "按下 :guilabel:`MRR 分析` 報告頁面上的 :guilabel:`量度` 下拉式選單時，系統會顯示一系列與指標相關的選項。" #: ../../content/applications/sales/subscriptions/reports.rst:391 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`MRR Analysis` reporting page are:" msgstr ":guilabel:`MRR 分析` 報告頁面的 :guilabel:`量度` 下拉式選單中，與指標相關的選項有：" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:3 msgid "Scheduled actions" msgstr "預定操作" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:5 msgid "" "*Scheduled actions* are pre-configured processes that allow users to " "automate certain tasks within a database, based on a designated schedule or " "number of occurrences. These tasks can include sending emails, generating " "invoices, data clean-up, and so much more." msgstr "" "**預定操作** " "（或稱排定、已排期動作）是一系列預先配置的流程，允許使用者根據設定的時間表或發生次數，在資料庫中自動執行某些任務。這些任務可以包括：發送電子郵件、產生發票、資料清理等等。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:9 msgid "" "In Odoo, some scheduled actions are active, by default, to ensure that " "certain functions are triggered automatically, however there are *also* many" " scheduled action options that appear in the database that are **not** " "activated by default." msgstr "" "在 Odoo 中，某些預定操作會預設設為生效狀態，以確保能夠自動觸發部份功能。不過，很多在資料庫中顯示的預定操作選項，預設是 **未設為** 生效的。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:13 msgid "" "In Odoo *Subscriptions*, there are two scheduled actions that initiate the " "billing process for active recurring subscriptions, as well as when billing " "should stop due to subscription expiration." msgstr "在 Odoo *定期訂購* 中，有兩個預定操作可為生效的定期訂購計劃，啟動收費賬單流程，以及因應訂購計劃到期，自動設定何時停止計費。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:16 msgid "" "They are turned on, by default and can be deactivated at any time in order " "to manage subscriptions manually." msgstr "預設情況下，這些操作是開啟的；但你隨時可以停用，以手動管理定期訂購計劃。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:20 msgid "Access scheduled actions" msgstr "存取預定操作" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:23 msgid "" "In order to access scheduled actions, :ref:`developer mode `" " **must** be activated." msgstr "要存取預定操作， **必須** 啟動 :ref:`開發人員模式 `。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:26 msgid "" "With developer mode activated, navigate to :menuselection:`Settings app --> " "Technical --> Scheduled Actions`." msgstr "啟動開發人員模式後，請前往 :menuselection:`設定應用程式 --> 技術性 --> 預定操作`。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The scheduled actions option under the technical menu in the Odoo Settings " "application." msgstr "Odoo 設定應用程式中，技術性選單下的預定操作選項。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:33 msgid "" "Doing so reveals a dedicated :guilabel:`Scheduled Actions` dashboard. On " "this page, there is a complete list of scheduled actions for the entire " "database." msgstr "" "執行此操作後，系統會顯示一個專用的 :guilabel:`預定操作` Dashboard。在該頁面上，有整個資料庫的所有預定操作的完整清單。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:36 msgid "" "From here, enter `Subscription` in the search bar. Doing so provides three " "subscription-specific results. The following documentation focuses on the " "last two results in the list:" msgstr "" "在此處，請於搜尋列中輸入 `定期訂購` 或 `訂閱`。執行此操作後，會提供三個特定於定期訂購項目的結果。以下說明文件會集中介紹清單內的最後兩個結果：" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:39 msgid "" ":guilabel:`Sale Subscription: generate recurring invoices and payments`" msgstr ":guilabel:`銷售定期訂購：產生經常性發票及付款`" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:40 msgid ":guilabel:`Sale Subscription: subscriptions expiration`" msgstr ":guilabel:`銷售定期訂購：訂購計劃到期`" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The subscription-related results on the scheduled actions page in Odoo " "Settings." msgstr "Odoo 設定中，預定操作頁面上的定期訂購相關結果。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:46 msgid "" "Determine if a scheduled action is active by looking under the " ":guilabel:`Active` column, in the it's corresponding row on the " ":guilabel:`Scheduled Actions` dashboard, for a ticked checkbox; if the " "checkbox is green with a check mark, the scheduled action is active." msgstr "" "你可查看 :guilabel:`預定操作` Dashboard上對應資料行中的 :guilabel:`生效` " "直欄下是否有勾選方格，以確定預定操作是否處於生效狀態。如果勾選方格為綠色並已勾選，便表示該預定操作處於生效狀態。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:50 msgid "" "If a scheduled action needs to be activated, click into the desired " "scheduled action from the list." msgstr "如果需要啟動預定操作，請從清單中按一下所需的預定操作。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "The scheduled action form in the Odoo Settings application." msgstr "Odoo 設定應用程式中的預定操作表單。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:55 msgid "" "Then, from the scheduled action form, toggle the switch in the " ":guilabel:`Active` field to the right. Doing so turns the switch green, " "indicating that the scheduled action is now `Active`." msgstr "" "之後，從預定操作表單中，將 :guilabel:`生效` 欄位的開關按鈕切換至右側。執行此操作後，會使開關變為綠色，表示預定操作現在處於 `生效` " "狀態。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:58 msgid "" "The ability to set up how often the scheduled action runs is also available " "on the scheduled action form, in the :guilabel:`Execute Every` field." msgstr "你也可在預定操作表單的 :guilabel:`執行頻率` 欄位中，設定預定操作執行的頻率。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:62 msgid "" "The scheduled action does **not** function correctly if the execution time " "is less than five minutes. This is a general rule for all scheduled actions." msgstr "如果執行時間頻率少於五分鐘，預定操作將 **不能** 正常運作。一般來說，所有預定操作都受此規則限制。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:65 msgid "" "For more information, read the :doc:`Frequent Technical Questions " "` " "documentation." msgstr "" "想知更多有關資訊，請參閱以下使用說明：:doc:`常見技術問題 " "`。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:69 msgid "Generate recurring invoices and payments" msgstr "產生經常性發票及付款" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:71 msgid "" "In order for the :guilabel:`Sale Subscription: generate recurring invoices " "and payments` scheduled action to properly generate recurring invoices and " "payments on subscriptions, the *Deferred Expense* and *Deferred Revenue* " "accounts **must** be set up, in order for Odoo to process various invoices " "and payments related to subscriptions." msgstr "" "若要使 :guilabel:`銷售定期訂購：產生經常性發票及付款` 的預定操作，能夠為定期訂購計劃正確產生經常性發票及付款，你 **必須** 設定 " "*遞延開支* 及 *遞延收入* 賬戶，以便 Odoo 處理各種與定期訂購相關的發票及付款。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:76 msgid "" "To set up *Deferred Expense* and *Deferred Revenue* accounts, navigate to " ":menuselection:`Accounting app --> Configuration --> Settings`. Both " "accounts can be configured in the :guilabel:`Default Accounts` section." msgstr "" "要設定 *遞延開支* 及 *遞延收入* 賬戶，請前往 :menuselection:`會計應用程式 --> 配置 --> 設定`。這兩個賬戶都可以在 " ":guilabel:`預設賬戶` 部分內設定。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The necessary deferred account settings in the Odoo Accounting app's " "settings page." msgstr "Odoo 會計應用程式的設定頁面中，必需遞延賬戶的設定。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:84 msgid "" "Once the correct accounts are entered in the :guilabel:`Deferred Expense` " "and :guilabel:`Deferred Revenue` drop-down menu fields, click " ":guilabel:`Save` in the upper-left corner." msgstr "" "在 :guilabel:`遞延開支` 及 :guilabel:`遞延收入` 下拉式選單欄位中輸入正確的賬戶後，按一下左上角的 " ":guilabel:`儲存`。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:88 msgid "Create invoice" msgstr "建立發票" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:90 msgid "" "Elements related to the :guilabel:`Sale Subscription: generate recurring " "invoices and payments` scheduled action can be found on confirmed " "subscription sales orders." msgstr "與 :guilabel:`銷售定期訂購：產生經常性發票及付款` 預定操作相關的元素，可在已確認的定期訂購銷售訂單上找到。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:93 msgid "" "To examine these elements, open any confirmed sales order in the " "*Subscriptions* application to reveal the subscription sales order form." msgstr "要檢查這些元素，請在 *定期訂購* 應用程式中開啟任何已確認的銷售訂單，以顯示定期訂購銷售訂單表單。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:96 msgid "" "On a confirmed subscription sales order form, focus on the " ":guilabel:`Recurring Plan` and :guilabel:`Date of Next Invoice` fields." msgstr "在已確認的定期訂購銷售訂單表單上，留意 :guilabel:`經常性計劃` 及 :guilabel:`下次發票日期` 欄位。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "A confirmed subscription sales order in the Odoo Subscriptions application." msgstr "Odoo 定期訂購應用程式中，已確認的定期訂購銷售訂單。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:103 msgid "" "The scheduled action creates an invoice when today's date is the same date " "as the :guilabel:`Date of Next Invoice`." msgstr "若某一天的日期與 :guilabel:`下次發票日期` 相同，預定操作便會在當天建立發票。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:106 msgid "" "Odoo uses the information in the :guilabel:`Recurring Plan` field to update " "the next invoice date accordingly." msgstr "Odoo 會使用 :guilabel:`經常性計劃` 欄位中的資訊，相應更新下一次發票日期。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:110 msgid "" "If the product invoicing policy is set to *Based on Delivered Quantities " "(Manual)*, and the delivered quantity is `0`, Odoo does **not** create an " "invoice, and the customer is not charged." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:113 msgid "" "Instead, the subscription is processed as a free recurring product, and is " "reflected as such in the *chatter* of the subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:116 msgid "" "When this occurs, the following message appears: `Automatic renewal " "succeeded. Free subscription. Next invoice:[date]. No email sent.`" msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:119 msgid "" "Once the invoice for the subscription sales order is created, the invoice " "can be viewed by clicking the :guilabel:`Invoices` smart button that appears" " at the top of the subscription sales order." msgstr "為定期訂購銷售訂單建立發票後，你可按一下定期訂購銷售訂單頂部的 :guilabel:`發票` 智慧按鈕，查看發票。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:122 msgid "" "An email is sent to the customer notifying them of the recurring " "subscription charge, *if* there is a :guilabel:`Payment Token` on the " "account." msgstr "*如果* 賬戶設有 :guilabel:`付款權杖`，系統會向客戶發送電子郵件，通知他們定期訂購的費用。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:125 msgid "" "To check if there is a :guilabel:`Payment Token`, open the :guilabel:`Other " "Info` tab, and look at the :guilabel:`Payment Token` field, under the " ":guilabel:`Subscription` section." msgstr "" "要檢查是否有 :guilabel:`付款權杖`，請開啟 :guilabel:`其他資訊` 分頁，然後查看 :guilabel:`定期訂購` 部份下的 " ":guilabel:`付款權杖` 欄位。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The Payment Token field under the Other Info tab on a subscription sales " "order form." msgstr "定期訂購銷售訂單表單上「其他資訊」分頁下的「付款權杖」欄位。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:132 msgid "" "If there is no :guilabel:`Payment Token`, the invoice is created, and sent " "to the customer. The payment **must** be registered manually in this case." msgstr "" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:136 msgid "Closing invoices" msgstr "關閉發票" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:138 msgid "" "The :guilabel:`Sale Subscription: generate recurring invoices and payments` " "scheduled action also has the ability to close a subscription, if the " "following conditions are met:" msgstr "如果符合以下條件，:guilabel:`銷售定期訂購：產生經常性發票及付款` 的預定操作，也可以用作關閉定期訂購計劃：" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:141 msgid "" "If the subscription has no :guilabel:`Payment Token`, create and post the " "invoice." msgstr "如果訂購計劃沒有 :guilabel:`付款權杖`，請建立發票並將其過賬。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:142 msgid "If the subscription has a :guilabel:`Payment Token`, try to charge." msgstr "如果訂購計劃有 :guilabel:`付款權杖`，你可嘗試收費。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:144 msgid "If the charge is successful, create and post the invoice." msgstr "若收費成功，請建立發票並將其過賬。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:145 msgid "If the charge fails, send reminders periodically." msgstr "若收費失敗，你要定期發送提醒。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:147 msgid "" "Close the subscription if it continues to fail for more than fourteen days." msgstr "如果訂購計劃持續失敗超過十四天，請關閉該訂購計劃。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:150 msgid "Subscriptions expiration" msgstr "定期訂購到期" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:152 msgid "" "The :guilabel:`Sale Subscription: subscriptions expiration` scheduled action" " checks for all other conditions that may cause a subscription to close " "automatically. If certain conditions are met, the scheduled action closes " "that subscription." msgstr "" ":guilabel:`銷售定期訂購：定期訂購到期` " "的預定操作，會檢查所有其他可能導致訂購計劃自動關閉的條件。如果滿足某些條件，預定操作會關閉該訂購計劃。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:156 msgid "" "First, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled" " action checks to see if the end date has passed, which is configured on the" " subscription sales order." msgstr "首先，:guilabel:`銷售定期訂購：定期訂購到期` 預定操作會檢查是否已過了結束日期。該日期是在定期訂購銷售訂單上配置的。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The expiration date on a subscription sales order in Odoo Subscriptions." msgstr "Odoo 定期訂購中，定期訂購銷售訂單的到期日期。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:163 msgid "" "Then, the :guilabel:`Sale Subscription: subscriptions expiration` scheduled " "action checks if the invoice has not been paid within the payment terms " "deadline." msgstr "然後，:guilabel:`銷售定期訂購：定期訂購到期` 預定操作會檢查發票在付款條件指明的期限內，是否未完成付款。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:166 msgid "" "To access the invoices attached to a subscription, access the sales order " "for the subscription product, and click the :guilabel:`Invoices` smart " "button. Then, look at the :guilabel:`Invoice Date` column." msgstr "" "若要存取附加至定期訂購的發票，請前往定期訂購產品的銷售訂單，然後按一下 :guilabel:`發票` 智慧按鈕。之後，查看 " ":guilabel:`發票日期` 直欄。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The Invoice Date column on subscriptions invoice page in Odoo Subscriptions " "app." msgstr "Odoo 定期訂購應用程式中，定期訂購發票頁面上的發票日期直欄。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:174 msgid "" "Unpaid subscriptions with an :guilabel:`Invoice Date` that are past the " "determined number of days in the :guilabel:`Automatic Closing` field of a " ":guilabel:`Recurring Plan` are automatically closed by the :guilabel:`Sale " "Subscription: subscriptions expiration` scheduled action." msgstr "" "如果定期訂購的 :guilabel:`發票日期` 超過 :guilabel:`定期計劃` 內的 :guilabel:`自動關閉` " "欄位所指明的天數，仍未完成付款，系統將透過 :guilabel:`銷售定期訂購：定期訂購到期` 的預定操作，自動將它關閉。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst-1 msgid "" "The Automatic Closing field on a Recurring Plan form in Odoo Subscriptions." msgstr "Odoo 定期訂購中，定期計劃表單上的自動關閉欄位。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:182 msgid "" "For example, if the next invoice date is July 1st, and the " ":guilabel:`Automatic Closing` is set to '30 Days', the scheduled action " "would close the subscription on August 1st." msgstr "" "舉例，如果下次發票日期是 7 月 1 日，而 :guilabel:`自動關閉` 設定為 `30 天`，則表示預定操作將於 8 月 1 " "日自動關閉訂購計劃。" #: ../../content/applications/sales/subscriptions/scheduled_actions.rst:189 msgid ":doc:`automatic_alerts`" msgstr ":doc:`automatic_alerts`" #: ../../content/applications/sales/subscriptions/upselling.rst:3 #: ../../content/applications/sales/subscriptions/upselling.rst:44 msgid "Upsell subscriptions" msgstr "追加銷售訂購計劃" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" "Subscriptions are recurrent, and go on indefinitely. As time passes, " "customers may want to modify them. With that in mind, it's imperative to " "have the ability to adapt prices, or change quantities, to accommodate any " "need. That's where the opportunity to upsell a subscription can come into " "play." msgstr "" "定期訂購計劃是周期性的，會無限期持續下去。但隨着時間發展，客戶可能想修改訂購內容。考慮到這一點，系統必須有能力調整價格或改變產品數量，以滿足不同需求。這就引伸出訂購計劃追加銷售的機會。" #: ../../content/applications/sales/subscriptions/upselling.rst:9 msgid "Upselling may prove beneficial to the following customer types:" msgstr "追加銷售可能對以下類型的客戶有益處：" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*Loyal Customers*" msgstr "*忠實客戶*" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" "These are customers who already trust the company/brand, and because they " "have established a pattern of paying for products/services, there's more " "confidence behind the attempt to sell them a more expensive product/service." msgstr "這類客戶已經信任公司/品牌；由於已建立付費購買產品/服務的行為模式，當你嘗試向他們銷售較昂貴的產品/服務時，他們會更有信心試用/購買。" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*New Customers*" msgstr "*新客戶*" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" "For brand new customers unfamiliar with the company/brand, a new, attractive" " tactic must be employed to entice them to purchase a more expensive " "product/service." msgstr "對於不熟悉公司/品牌的全新客戶，你必須採用新穎、有吸引力的策略，吸引他們購買較昂貴的產品/服務。" #: ../../content/applications/sales/subscriptions/upselling.rst:19 msgid "" "In these instances, discounts can be useful. Typically, subscriptions end " "after a certain period of time." msgstr "在這些情況下，折扣可能很有用。通常，定期訂購計劃會在一段時間後結束。" #: ../../content/applications/sales/subscriptions/upselling.rst:22 msgid "" "So, if these more expensive products/services are offered to new customers " "at a discount, it can result in a sale, while establishing a strong sense of" " trust between the customer and the company/brand. In turn, this can " "increase customer retention, as they'll grow more comfortable and " "trustworthy over time." msgstr "" "因此，向新客戶提供較昂貴產品/服務時，如果可以提供折扣價，就能實現銷售，同時在客戶與公司/品牌之間建立深厚的信任。到頭來，這可以提高客戶留存率，因為隨住時間發展，客戶會更願意消費，由他們而來的收入亦更可靠。" #: ../../content/applications/sales/subscriptions/upselling.rst:28 msgid "Discount configuration" msgstr "折扣配置" #: ../../content/applications/sales/subscriptions/upselling.rst:30 msgid "" "In order to have the ability to upsell a subscription to a new customer, " "with the aid of a discount, the *Discounts* feature **must** be activated." msgstr "若要利用折扣對新客戶追加銷售訂購計劃，你 **必須** 先啟動 *折扣* 功能。" #: ../../content/applications/sales/subscriptions/upselling.rst:33 msgid "" "To activate the *Discounts* feature, navigate to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " "and tick the checkbox beside :guilabel:`Discounts`. Then, click " ":guilabel:`Save`." msgstr "" "要啟動 *折扣* 功能，請前往 :menuselection:`銷售應用程式 --> 配置 --> 設定`，捲動至 :guilabel:`定價` " "部分，然後勾選 :guilabel:`折扣` 旁邊的方格，再按 :guilabel:`儲存`。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Activation of the discount option in Odoo Sales." msgstr "在 Odoo 銷售中啟動折扣選項。" #: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" "With that feature activated, the ability to grant discounts on sales order " "lines." msgstr "啟動功能後，便可對銷售訂單資料行加入折扣。" #: ../../content/applications/sales/subscriptions/upselling.rst:46 msgid "" "Before upselling a subscription, check out our documentation on how to " ":doc:`Create a quotation <../subscriptions>` using subscription products." msgstr "為訂購計劃進行追加銷售之前，請先查看我們有關如何使用訂閱制產品 :doc:`建立報價 <../subscriptions>` 的使用說明。" #: ../../content/applications/sales/subscriptions/upselling.rst:49 msgid "" "When a quotation with a subscription is confirmed, it officially becomes a " "sales order, and a new subscription is created in the Odoo *Subscriptions* " "application." msgstr "附有定期訂購計劃的報價單獲確認時，會正式成為銷售訂單，並在 Odoo *定期訂購* 應用程式中建立新的定期訂購計劃。" #: ../../content/applications/sales/subscriptions/upselling.rst:53 msgid "" "The subscription sales order **must** be invoiced *before* an upsell can " "occur." msgstr "進行追加銷售 *之前* ，定期訂購產品的銷售訂單 **必須** 先開立發票。" #: ../../content/applications/sales/subscriptions/upselling.rst:55 msgid "" "When the subscription sales order is opened, either in the *Sales* or " "*Subscriptions* application, the ability to upsell that subscription is " "available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" "你在 *銷售* 或 *定期訂購* 應用程式中開啟定期訂購銷售訂單時，可透過銷售訂單頂部的 :guilabel:`追加銷售` " "按鈕，對該訂購計劃進行追加銷售。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "Odoo 定期訂購應用程式的定期訂購銷售訂單追加銷售按鈕。" #: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" "When the :guilabel:`Upsell` button is clicked, a new quotation form appears," " with an :guilabel:`Upsell` status banner in the upper-right corner. The " "initial subscription product is already in the :guilabel:`Order Lines` tab." msgstr "" "按下 :guilabel:`追加銷售` 按鈕時，系統會出現一張新的報價單，右上角會顯示 :guilabel:`追加銷售` " "狀態橫幅。至於最初訂購的產品，已載於 :guilabel:`訂單資料行` 分頁內。" #: ../../content/applications/sales/subscriptions/upselling.rst:67 msgid "" "There is also a warning reminding the user that the recurring products are " "discounted, according to the prorated period of time, located beneath the " "initial subscription product in the :guilabel:`Order Lines` tab." msgstr "在 :guilabel:`訂單資料行` 分頁中的初始訂購產品下方，還有一則警告，提醒使用者定期訂購產品會根據按比例分配的時間段進行折扣。" #: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" "The prorated amount is **only** applied to *Service* product types. It is " "**not** applied to *Consumable* or *Storable* product types, even if the " "message appears." msgstr "" "按比例計算的金額 **只限** 對 *服務* 類型的產品適用。即使出現該訊息，也 **不會** 套用至 *可消耗* 或 *可儲存* 類型的產品。" #: ../../content/applications/sales/subscriptions/upselling.rst:75 msgid "" "From this new upsell quotation form, add new subscription products in the " ":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " "selecting the desired subscription product." msgstr "" "在這個新的追加銷售報價單中，按一下 :guilabel:`加入產品` 並選擇所需的訂閱制產品，便可在 :guilabel:`訂單資料行` " "分頁加入新的定期訂購產品。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "使用 Odoo 定期訂購中的追加銷售選項，將產品新增至定期訂購計劃" #: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" "Once the desired upsell subscription product(s) have been added, it can be " "sent to the customer for approval by clicking the :guilabel:`Send by Email` " "button." msgstr "完成加入所需的追加銷售訂閱制產品後，可按一下 :guilabel:`以電郵發送` 按鈕，將其發送至客戶以供審批。" #: ../../content/applications/sales/subscriptions/upselling.rst:86 msgid "" "When the quotation is confirmed by the customer, the upsell products are " "added to the initial subscription. Quotation prices are then prorated to the" " remaining time of the current invoicing period." msgstr "客戶確認報價後，追加銷售產品將會加入初始訂購的部份。然後，報價單價格會按比例分配至目前發票周期的剩餘時間。" #: ../../content/applications/sales/subscriptions/upselling.rst:91 msgid "" "Before sending the new quotation to the customer, the unit price, taxes, and" " even discount can be applied." msgstr "向客戶發送新的報價之前，可套用單價、稅項，以至折扣。" #: ../../content/applications/sales/subscriptions/upselling.rst:94 msgid "" "Once the customer approves, click the :guilabel:`Confirm` button on the " "quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " "History` smart button appears, displaying how many sales orders are attached" " to this initial subscription order." msgstr "" "客戶批准後，按一下報價單上的 :guilabel:`確認` 按鈕，將其轉換為銷售訂單。執行此操作後，會出現 :guilabel:`銷售歷史記錄` " "智慧按鈕，顯示有多少銷售訂單已附加至此初始的定期訂購訂單。" #: ../../content/applications/sales/subscriptions/upselling.rst:98 msgid "" "When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " "separate page containing a list of the related sales orders, clearly " "showcasing their individual :guilabel:`Subscription Status`." msgstr "" "按下 :guilabel:`銷售歷史記錄` 智慧按鈕時，Odoo 會顯示一個獨立的頁面，以列表形式顯示相關的銷售訂單，清楚列出每張訂單各自的 " ":guilabel:`定期訂購狀態`。" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "The related sales order viewable from the Sales History smart button in Odoo" " Subscriptions." msgstr "使用 Odoo 定期訂購的銷售歷史智慧按鈕，查看相關銷售訂單。"