# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Adi Sharashov , 2024 # ZVI BLONDER , 2024 # Roy Sayag, 2024 # Martin Trigaux, 2024 # Yihya Hugirat , 2024 # yacov mosbacher , 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 16.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-06-21 15:46+0000\n" "PO-Revision-Date: 2024-04-04 12:31+0000\n" "Last-Translator: yacov mosbacher , 2024\n" "Language-Team: Hebrew (https://app.transifex.com/odoo/teams/41243/he/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: he\n" "Plural-Forms: nplurals=3; plural=(n == 1 && n % 1 == 0) ? 0 : (n == 2 && n % 1 == 0) ? 1: 2;\n" #: ../../content/applications/essentials.rst:3 msgid "Odoo essentials" msgstr "" #: ../../content/applications/essentials/activities.rst:3 msgid "Activities" msgstr "פעילויות" #: ../../content/applications/essentials/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/essentials/activities.rst:10 msgid "Schedule activities" msgstr "" #: ../../content/applications/essentials/activities.rst:12 msgid "" "One way that activities are created is by clicking the :guilabel:`Schedule " "Activity` button, located at the top of the *chatter* on any record. On the " "pop-up window that appears, select an :guilabel:`Activity Type` from the " "drop-down menu." msgstr "" #: ../../content/applications/essentials/activities.rst:17 msgid "" "Individual applications have a list of *Activity Types* dedicated to that " "application. For example, to view and edit the activities available for the " "*CRM* application, go to :menuselection:`CRM app --> Configuration --> " "Activity Types`." msgstr "" #: ../../content/applications/essentials/activities.rst:21 msgid "" "Enter a title for the activity in the :guilabel:`Summary` field, located in " "the :guilabel:`Schedule Activity` pop-up window." msgstr "" #: ../../content/applications/essentials/activities.rst:24 msgid "" "To assign the activity to a different user, select a name from the " ":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " "activity is automatically assigned." msgstr "" #: ../../content/applications/essentials/activities.rst:27 msgid "" "Lastly, feel free to add any additional information in the optional " ":guilabel:`Log a note...` field." msgstr "" #: ../../content/applications/essentials/activities.rst:30 msgid "" "The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " "window auto-populates based on the configuration settings for the selected " ":guilabel:`Activity Type`. However, this date can be changed by selecting a " "day on the calendar in the :guilabel:`Due Date` field." msgstr "" #: ../../content/applications/essentials/activities.rst:34 msgid "Lastly, click one of the following buttons:" msgstr "" #: ../../content/applications/essentials/activities.rst:36 msgid "" ":guilabel:`Schedule`: adds the activity to the chatter under " ":guilabel:`Planned activities`." msgstr "" #: ../../content/applications/essentials/activities.rst:37 msgid "" ":guilabel:`Mark as Done`: adds the details of the activity to the chatter " "under :guilabel:`Today`. The activity is not scheduled, it is automatically " "marked as completed." msgstr "" #: ../../content/applications/essentials/activities.rst:39 msgid "" ":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " "marked as done, and opens a new activity window." msgstr "" #: ../../content/applications/essentials/activities.rst:41 msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" #: ../../content/applications/essentials/activities.rst-1 #: ../../content/applications/essentials/activities.rst-1 msgid "View of CRM leads and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:47 msgid "" "Depending on the activity type, the :guilabel:`Schedule` button may be " "replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " "button." msgstr "" #: ../../content/applications/essentials/activities.rst:50 msgid "" "Scheduled activities are added to the chatter for the record under " ":guilabel:`Planned activities`." msgstr "" #: ../../content/applications/essentials/activities.rst:55 msgid "" "Activities can also be scheduled from the kanban, list, or activities view " "of an application." msgstr "" #: ../../content/applications/essentials/activities.rst:59 msgid "Kanban view" msgstr "" #: ../../content/applications/essentials/activities.rst:61 msgid "" "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " "(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " "out the pop-up form." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "" "Kanban view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:67 msgid "List view" msgstr "" #: ../../content/applications/essentials/activities.rst:69 msgid "" "Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " "(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " "has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " "(phone)` or an :guilabel:`✉️ (envelope)` icon." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "List view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:76 msgid "Activity view" msgstr "" #: ../../content/applications/essentials/activities.rst:78 msgid "" "To open the activity view for an application, select the :guilabel:`🕘 " "(clock)` icon from the menu bar anywhere in the database. Select any " "application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " "icon for the desired app." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "" "Activity menu drop down with focus on where to open activity view for CRM." msgstr "" #: ../../content/applications/essentials/activities.rst:85 msgid "" "Select a record on which to schedule an activity. Move across the row to " "find the desired activity type, then click the :guilabel:`＋ (plus sign)`." msgstr "" #: ../../content/applications/essentials/activities.rst:0 msgid "" "Activity view of the CRM pipeline and the option to schedule an activity." msgstr "" #: ../../content/applications/essentials/activities.rst:92 msgid "" "Activity colors, and their relation to an activity's due date, is consistent" " throughout Odoo, regardless of the activity type, or the view." msgstr "" #: ../../content/applications/essentials/activities.rst:95 msgid "" "Activities that appear in **green** indicate a due date sometime in the " "future." msgstr "" #: ../../content/applications/essentials/activities.rst:96 msgid "**Yellow** indicates that the activity's due date is today." msgstr "" #: ../../content/applications/essentials/activities.rst:97 msgid "" "**Red** indicates that the activity is overdue and the due date has passed." msgstr "" #: ../../content/applications/essentials/activities.rst:99 msgid "" "For example, if an activity is created for a phone call, and the due date " "passes, the activity appears with a red phone in list view, and a red clock " "on the kanban view." msgstr "" #: ../../content/applications/essentials/activities.rst:103 msgid "View scheduled activities" msgstr "" #: ../../content/applications/essentials/activities.rst:105 msgid "" "To view scheduled activities, open either the :menuselection:`Sales app` or " ":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " "to the far-right side of the other view options." msgstr "" #: ../../content/applications/essentials/activities.rst:108 msgid "" "Doing so opens the activities menu, showcasing all the scheduled activities " "for the user, by default. To show all activities for every user, remove the " ":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/essentials/activities.rst:112 msgid "" "To view a consolidated list of activities separated by the application where" " they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" " the header menu to see the activities for that specific application in a " "drop-down menu." msgstr "" #: ../../content/applications/essentials/activities.rst:116 msgid "" "The possibility to :guilabel:`Add new note` and :guilabel:`Request a " "Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" " (clock)` icon on the header menu is clicked." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "View of CRM leads page emphasizing the activities menu." msgstr "" #: ../../content/applications/essentials/activities.rst:123 msgid "Configure activity types" msgstr "" #: ../../content/applications/essentials/activities.rst:125 msgid "" "To configure the types of activities in the database, go to " ":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "View of the settings page emphasizing the menu activity types." msgstr "" #: ../../content/applications/essentials/activities.rst:131 msgid "" "Doing so reveals the :guilabel:`Activity Types` page, where the existing " "activity types are found." msgstr "" #: ../../content/applications/essentials/activities.rst:133 msgid "" "To edit an existing activity type, select it from the list, then click " ":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." msgstr "" #: ../../content/applications/essentials/activities.rst:136 msgid "" "At the top of a blank activity type form, start by choosing a " ":guilabel:`Name` for the new activity type." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "New activity type form." msgstr "" #: ../../content/applications/essentials/activities.rst:143 msgid "Activity settings" msgstr "" #: ../../content/applications/essentials/activities.rst:146 msgid "Action" msgstr "פעולה" #: ../../content/applications/essentials/activities.rst:148 msgid "" "The *Action* field specifies the intent of the activity. Some actions " "trigger specific behaviors after an activity is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:151 msgid "" "If :guilabel:`Upload Document` is selected, a link to upload a document is " "added directly to the planned activity in the chatter." msgstr "" #: ../../content/applications/essentials/activities.rst:153 msgid "" "If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " "have the option to open their calendar to schedule a time for this activity." msgstr "" #: ../../content/applications/essentials/activities.rst:155 msgid "" "If :guilabel:`Request Signature` is selected, a link is added to the planned" " activity in the chatter that opens a signature request pop-up window." msgstr "" #: ../../content/applications/essentials/activities.rst:159 msgid "" "The actions available to select on an activity type vary, depending on the " "applications currently installed in the database." msgstr "" #: ../../content/applications/essentials/activities.rst:163 msgid "Default user" msgstr "" #: ../../content/applications/essentials/activities.rst:165 msgid "" "To automatically assign this activity to a specific user when this activity " "type is scheduled, choose a name from the :guilabel:`Default User` drop-down" " menu. If this field is left blank, the activity is assigned to the user who" " creates the activity." msgstr "" #: ../../content/applications/essentials/activities.rst:170 msgid "Default summary" msgstr "" #: ../../content/applications/essentials/activities.rst:172 msgid "" "To include notes whenever this activity type is created, enter them into the" " :guilabel:`Default Summary` field." msgstr "" #: ../../content/applications/essentials/activities.rst:176 msgid "" "The information in the :guilabel:`Default User` and :guilabel:`Default " "Summary` fields are included when an activity is created. However, they can " "be altered before the activity is scheduled or saved." msgstr "" #: ../../content/applications/essentials/activities.rst:181 msgid "Next activity" msgstr "" #: ../../content/applications/essentials/activities.rst:183 msgid "" "To automatically suggest, or trigger, a new activity after an activity has " "been marked complete, the :guilabel:`Chaining Type` must be set." msgstr "" #: ../../content/applications/essentials/activities.rst:187 msgid "Suggest next activity" msgstr "" #: ../../content/applications/essentials/activities.rst:189 msgid "" "In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " "Activity`. Upon doing so, the field underneath changes to: " ":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " "select any activities to recommend as follow-up tasks to this activity type." msgstr "" #: ../../content/applications/essentials/activities.rst:193 #: ../../content/applications/essentials/activities.rst:220 msgid "" "In the :guilabel:`Schedule` field, choose a default deadline for these " "activities. To do so, configure a desired number of :guilabel:`Days`, " ":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " ":guilabel:`after completion date` or :guilabel:`after previous activity " "deadline`." msgstr "" #: ../../content/applications/essentials/activities.rst:198 #: ../../content/applications/essentials/activities.rst:225 msgid "" "This :guilabel:`Schedule` field information can be altered before the " "activity is scheduled." msgstr "" #: ../../content/applications/essentials/activities.rst:200 #: ../../content/applications/essentials/activities.rst:227 msgid "When all configurations are complete, click :guilabel:`Save`." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "Schedule activity popup with emphasis on recommended activities." msgstr "" #: ../../content/applications/essentials/activities.rst:206 msgid "" "If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " "Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " "users are presented with recommendations for activities as next steps." msgstr "" #: ../../content/applications/essentials/activities.rst:211 msgid "Trigger next activity" msgstr "" #: ../../content/applications/essentials/activities.rst:213 msgid "" "Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " "immediately launches the next activity once the previous one is completed." msgstr "" #: ../../content/applications/essentials/activities.rst:216 msgid "" "If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " "Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " ":guilabel:`Trigger` field drop-down menu, select the activity that should be" " launched once this activity is completed." msgstr "" #: ../../content/applications/essentials/activities.rst-1 msgid "" "Schedule new activity popup with emphasis on Done and launch next button." msgstr "" #: ../../content/applications/essentials/activities.rst:233 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/essentials/activities.rst:238 msgid ":doc:`/applications/productivity/discuss`" msgstr "" #: ../../content/applications/essentials/activities.rst:239 msgid ":doc:`/applications/productivity/discuss/team_communication`" msgstr "" #: ../../content/applications/essentials/contacts.rst:3 msgid "Contacts" msgstr "אנשי קשר" #: ../../content/applications/essentials/contacts.rst:5 msgid "" "The *Contacts* application comes installed on all Odoo databases. Contacts " "are created for customers the company does business with through Odoo. A " "contact is a repository of vital business information, facilitating " "communication and business transactions." msgstr "" #: ../../content/applications/essentials/contacts.rst:10 msgid "Contact form" msgstr "" #: ../../content/applications/essentials/contacts.rst:12 msgid "" "To create a new contact, navigate to the :menuselection:`Contacts app`, and " "click :guilabel:`Create`. A new form appears where various contact " "information can be added." msgstr "" #: ../../content/applications/essentials/contacts.rst:16 msgid "Contact type" msgstr "" #: ../../content/applications/essentials/contacts.rst:18 msgid "" "Odoo allows for both :guilabel:`Individual` and :guilabel:`Company` " "contacts. Select either :guilabel:`Individual` or :guilabel:`Company`, " "depending on the type of contact that is being added." msgstr "" #: ../../content/applications/essentials/contacts.rst:22 msgid "Name" msgstr "שם" #: ../../content/applications/essentials/contacts.rst:24 msgid "" "First, fill in the name of the :guilabel:`Individual` or " ":guilabel:`Company`. This is how the name appears throughout the database. " "This field is **mandatory**." msgstr "" #: ../../content/applications/essentials/contacts.rst:28 msgid "" ":guilabel:`Individual` contacts can have a :guilabel:`Company` contact " "linked to it. After selecting :guilabel:`Individual`, a new " ":guilabel:`Company Name...` field appears below the first name field." msgstr "" #: ../../content/applications/essentials/contacts.rst:33 msgid "Address" msgstr "כתובת" #: ../../content/applications/essentials/contacts.rst:35 msgid "" "Next, enter the :guilabel:`Address` of the :guilabel:`Company` or " ":guilabel:`Individual`." msgstr "" #: ../../content/applications/essentials/contacts.rst:38 msgid "" "If the :guilabel:`Individual` option is chosen, then the *type of address* " "can be chosen from a drop-down menu. Options for this drop-down menu " "include: :guilabel:`Contact`, :guilabel:`Invoice Address`, " ":guilabel:`Delivery Address`, :guilabel:`Other Address`, and " ":guilabel:`Private Address`." msgstr "" #: ../../content/applications/essentials/contacts.rst:44 msgid "Additional fields" msgstr "" #: ../../content/applications/essentials/contacts.rst:46 msgid "" "Additional details are included on the initial form. The following fields " "are available:" msgstr "" #: ../../content/applications/essentials/contacts.rst:48 msgid ":guilabel:`VAT`: Value Added Tax number." msgstr "" #: ../../content/applications/essentials/contacts.rst:49 msgid "" ":guilabel:`Citizen Identification`: citizen or government identification " "number (only available on :guilabel:`Individual`)." msgstr "" #: ../../content/applications/essentials/contacts.rst:51 msgid "" ":guilabel:`Job Position`: list the job position of the " ":guilabel:`Individual` (only available on :guilabel:`Individual`)." msgstr "" #: ../../content/applications/essentials/contacts.rst:53 msgid "" ":guilabel:`Phone`: list phone number (with country code). Make a call, send " "an SMS, or WhatsApp message by hovering over the field on the saved form, " "and clicking the desired option." msgstr "" #: ../../content/applications/essentials/contacts.rst:55 msgid "" ":guilabel:`Mobile`: list mobile phone number (with country code). Make a " "call, send an SMS, or WhatsApp message by hovering over the field on the " "saved form, and clicking on the desired option." msgstr "" #: ../../content/applications/essentials/contacts.rst:57 msgid ":guilabel:`Email`: enter the email address with the domain." msgstr "" #: ../../content/applications/essentials/contacts.rst:58 msgid "" ":guilabel:`Website`: enter the full website address, starting with `http` or" " `https`." msgstr "" #: ../../content/applications/essentials/contacts.rst:59 msgid "" ":guilabel:`Title`: select :guilabel:`Doctor`, :guilabel:`Madam`, " ":guilabel:`Miss`, :guilabel:`Mister`, :guilabel:`Professor`, or create a new" " one directly from this field." msgstr "" #: ../../content/applications/essentials/contacts.rst:61 msgid "" ":guilabel:`Tags`: enter preconfigured tags by typing them in the field, or " "clicking the drop-down menu, and selecting one. To create a new one, type " "the new tag in the field, and click :guilabel:`Create` from the resulting " "drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:66 msgid "Contacts & Addresses tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:68 msgid "" "At the bottom of the contact form are several tabs. On the " ":guilabel:`Contacts & Addresses` tab, contacts can be added that are " "associated with a :guilabel:`Company` and related addresses. For example, a " "specific contact person for the company can be listed here." msgstr "" #: ../../content/applications/essentials/contacts.rst:72 msgid "" "Multiple addresses can be added on both :guilabel:`Individual` and " ":guilabel:`Company` contacts. To do so, click :guilabel:`Add` in the " ":guilabel:`Contacts & Addresses` tab. Doing so reveals a :guilabel:`Create " "Contact` pop-up form, in which additional addresses can be configured." msgstr "" #: ../../content/applications/essentials/contacts.rst-1 msgid "Add a contact/address to the contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:80 msgid "" "On the :guilabel:`Create Contact` pop-up form, start by clicking the default" " :guilabel:`Other Address` field at the top to reveal a drop-down menu of " "address-related options." msgstr "" #: ../../content/applications/essentials/contacts.rst:83 msgid "Select any of the following options:" msgstr "" #: ../../content/applications/essentials/contacts.rst:85 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:86 msgid "" ":guilabel:`Invoice Address`: adds a specific invoice address to the existing" " contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:87 msgid "" ":guilabel:`Delivery Address`: adds a specific delivery address to the " "existing contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:88 msgid "" ":guilabel:`Other Address`: adds an alternate address to the existing contact" " form." msgstr "" #: ../../content/applications/essentials/contacts.rst:89 msgid "" ":guilabel:`Private Address`: adds a private address to the existing contact " "form." msgstr "" #: ../../content/applications/essentials/contacts.rst-1 msgid "Create a new contact/address on a contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:95 msgid "" "Once an option is selected, enter the corresponding contact information that" " should be used for the specified address type." msgstr "" #: ../../content/applications/essentials/contacts.rst:98 msgid "" "Add the :guilabel:`Contact Name`, :guilabel:`Address`, :guilabel:`Email`, " "along with the :guilabel:`Phone` and/or :guilabel:`Mobile` numbers below." msgstr "" #: ../../content/applications/essentials/contacts.rst:101 msgid "" "Set the :guilabel:`Job Position`, which appears if the :guilabel:`Contact` " "address type has been selected. This is similar to the " ":guilabel:`Individual` contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:104 msgid "" "To add a note, click on the text field next to :guilabel:`Notes`, and write " "anything that is applicable to the customer or contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:107 msgid "" "Then, click :guilabel:`Save & Close` to save the address, and close the " ":guilabel:`Create Contact` window. Or, click :guilabel:`Save & New` to save " "the address, and immediately input another one." msgstr "" #: ../../content/applications/essentials/contacts.rst:111 msgid "Sales & Purchase tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:113 msgid "" "Next, is the :guilabel:`Sales & Purchases` tab, which only appears when the " "*Sales*, *Purchase*, **or** *Point of Sale* applications are installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:116 msgid "" "The :guilabel:`Fiscal Position` can be set on the :guilabel:`Sales & " "Purchases` tab. Select a :guilabel:`Fiscal Position` from the drop-down " "menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:120 msgid "Sales section" msgstr "" #: ../../content/applications/essentials/contacts.rst:122 msgid "" "Under the :guilabel:`Sales` heading, a specific :guilabel:`Salesperson` can " "be assigned to a contact. To do that, click the :guilabel:`Salesperson` " "drop-down field, and select one. Create a new :guilabel:`Salesperson` by " "typing the user's name, and making the appropriate selection." msgstr "" #: ../../content/applications/essentials/contacts.rst:126 msgid "" "Certain :guilabel:`Payment Terms`, or a certain :guilabel:`Pricelist`, can " "also be set, if needed. Click the drop-down menu next to :guilabel:`Payment " "Terms`, and change it to one of the preselected :guilabel:`Payment Terms`, " "or :guilabel:`Create` a new one. Select the :guilabel:`Pricelist` drop-down " "menu to choose the appropriate :guilabel:`Pricelist`." msgstr "" #: ../../content/applications/essentials/contacts.rst:131 msgid "" "Click into the :guilabel:`Delivery Method` field to select an option from " "the drop-down menu." msgstr "" #: ../../content/applications/essentials/contacts.rst:134 msgid "Point Of Sale section" msgstr "" #: ../../content/applications/essentials/contacts.rst:136 msgid "" "Under the :guilabel:`Point Of Sale` heading, enter a :guilabel:`Barcode` " "that can be used to identify the contact. Use the :guilabel:`Loyalty Points`" " field to track points the user won as part of a *Loyalty Program*." msgstr "" #: ../../content/applications/essentials/contacts.rst:141 msgid "Purchase section" msgstr "" #: ../../content/applications/essentials/contacts.rst:143 msgid "" "Specify :guilabel:`Payment Terms`, :guilabel:`1099 Box` information, and a " "preferred :guilabel:`Payment Method` here. A :guilabel:`Receipt Reminder` " "can be set here, as well." msgstr "" #: ../../content/applications/essentials/contacts.rst:147 msgid "Misc section" msgstr "" #: ../../content/applications/essentials/contacts.rst:149 msgid "" "Under the :guilabel:`Misc.` heading, use :guilabel:`Reference` field to add " "any additional information for this contact. If this contact should only be " "accessible for one company in a multi-company database, select it from the " ":guilabel:`Company` field drop-down list. Use the :guilabel:`Website` drop-" "down menu to restrict the publishing of this contact to one website (if " "working on a database with multiple websites). Select one or more " ":guilabel:`Website Tags` to assist in filtering published customers on the " "`/customers` website page. Select an :guilabel:`Industry` for this contact " "from the drop-down menu. Use the :guilabel:`SLA Policies` field to assign a " "*Helpdesk* SLA policy to this contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:159 msgid "Accounting tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:161 msgid "" "The :guilabel:`Accounting` tab appears when the *Accounting* application is " "installed. Here, a user can add any related :guilabel:`Bank Accounts`, or " "set default :guilabel:`Accounting entries`." msgstr "" #: ../../content/applications/essentials/contacts.rst:164 msgid "" "Under the :guilabel:`Miscellaneous` heading, use the :guilabel:`LEI` field " "to enter a Legal Entity Identifier, if necessary." msgstr "" #: ../../content/applications/essentials/contacts.rst:168 msgid "Internal Notes tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:170 msgid "" "Following the :guilabel:`Accounting` tab is the :guilabel:`Internal Notes` " "tab, where notes can be left on this contact form, just like on the contact " "form noted above." msgstr "" #: ../../content/applications/essentials/contacts.rst:174 msgid "Partner Assignment tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:176 msgid "" "Next is the :guilabel:`Partner Assignment` tab, which by default, includes a" " :guilabel:`Geolocation` section, and other partner options, including " ":guilabel:`Partner Activation` and :guilabel:`Partner Review` " "configurations. These are **only** present when the *Enterprise Resellers* " "module is installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:182 msgid "Membership tab" msgstr "" #: ../../content/applications/essentials/contacts.rst:184 msgid "" "Finally, there is the :guilabel:`Membership` tab, which can help users " "manage any memberships that are being offered to this specific contact. It " "should be noted that this tab only appears when the *Members* applications " "is installed." msgstr "" #: ../../content/applications/essentials/contacts.rst:189 msgid "Smart buttons" msgstr "" #: ../../content/applications/essentials/contacts.rst:191 msgid "" "At the top of the contact form, there are some additional options available," " known as *smart buttons*." msgstr "" #: ../../content/applications/essentials/contacts.rst:194 msgid "" "Here, Odoo displays a variety of records, related to this contact, that were" " created on other apps. Odoo integrates information from every single app, " "so there are many smart buttons." msgstr "" #: ../../content/applications/essentials/contacts.rst:198 msgid "" "For example, there is an :guilabel:`Opportunities` smart button, where all " "the opportunities related to this customer from the *CRM* app are " "accessible." msgstr "" #: ../../content/applications/essentials/contacts.rst:202 msgid "" "If the corresponding applications are installed, their related smart buttons" " appear automatically on a contact form." msgstr "" #: ../../content/applications/essentials/contacts.rst:205 msgid "" "A user can see any :guilabel:`Meetings`, :guilabel:`Sales`, :guilabel:`POS " "Orders`, :guilabel:`Subscriptions`, project :guilabel:`Tasks`, and the " ":guilabel:`More` smart button reveals additional options, via a drop-down " "menu. A user can even quickly access :guilabel:`Purchases`, " ":guilabel:`Helpdesk` tasks, :guilabel:`On-time Rate` for deliveries, " ":guilabel:`Invoiced` information, :guilabel:`Vendor Bills`, and the " ":guilabel:`Partner Ledger` connected to this contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:211 msgid "" "Deliveries, documents, loyalty cards, and direct debits are *also* linked to" " smart buttons, like this, should there be any outstanding/on-file for this " "contact." msgstr "" #: ../../content/applications/essentials/contacts.rst:214 msgid "" "If the contact is a partner, the user can visit their partner page on the " "Odoo-built website by clicking the :guilabel:`Go to Website` smart button." msgstr "" #: ../../content/applications/essentials/contacts.rst:218 msgid "Archive contacts" msgstr "" #: ../../content/applications/essentials/contacts.rst:220 msgid "" "If a user decides they no longer want to have this contact active, the " "record can be archived. To do that, go to the :icon:`fa-cog` " ":guilabel:`Action` menu at the top of the contact form, and click " ":guilabel:`Archive`." msgstr "" #: ../../content/applications/essentials/contacts.rst:224 msgid "" "Then, click :guilabel:`OK` from the resulting :guilabel:`Confirmation` pop-" "up window." msgstr "" #: ../../content/applications/essentials/contacts.rst:226 msgid "" "With this contact successfully archived, as indicated by a banner at the " "top, they do not show up in the main contacts page, but they can still be " "searched for with the :guilabel:`Archived` filter." msgstr "" #: ../../content/applications/essentials/contacts.rst:230 msgid "" "A contact can be *unarchived*, if the user decides to work with them again. " "To do that, just click the :icon:`fa-cog` :guilabel:`Action` menu again at " "the top of the archived contact form, and click :guilabel:`Unarchive`. Upon " "doing so, the :guilabel:`Archived` banner is removed, and the contact is " "restored." msgstr "" #: ../../content/applications/essentials/contacts.rst:236 msgid "" ":doc:`Add different addresses in CRM " "<../sales/sales/send_quotations/different_addresses>`" msgstr "" #: ../../content/applications/essentials/contacts.rst:237 msgid "" "`Odoo's eLearning Contacts tutorial " "`_" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:3 msgid "Export and import data" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:5 msgid "" "In Odoo, it is sometimes necessary to export or import data for running " "reports, or for data modification. This document covers the export and " "import of data into and out of Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:9 msgid "" "Sometimes, users run into a 'time out' error, or a record does not process, " "due to its size. This can occur with large exports, or in cases where the " "import file is too large. To circumvent this limitation surrounding the size" " of the records, process exports or imports in smaller batches." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:16 msgid "Export data from Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:18 msgid "" "When working with a database, it is sometimes necessary to export data in a " "distinct file. Doing so can aid in reporting on activities, although, Odoo " "provides a precise and easy reporting tool with each available application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:22 msgid "" "With Odoo, the values can be exported from any field in any record. To do " "so, activate the list view (:guilabel:`☰ (three horizontal lines)` icon), on" " the items that need to be exported, and then select the records that should" " be exported. To select a record, tick the checkbox next to the " "corresponding record. Finally, click on :guilabel:`⚙️ Action`, and then " ":guilabel:`Export`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "View of the different things to enable/click to export data." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:31 msgid "" "When clicking on :guilabel:`Export`, an :guilabel:`Export Data` pop-over " "window appears, with several options for the data to export:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Overview of options to consider when exporting data in Odoo.." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:38 msgid "" "With the :guilabel:`I want to update data (import-compatable export)` option" " ticked, the system only shows the fields that can be imported. This is " "helpful in the case where the existing records need to be updated. This " "works like a filter. Leaving the box unticked, gives many more field options" " because it shows all the fields, not just the ones that can be imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:42 msgid "" "When exporting, there is the option to export in two formats: `.csv` and " "`.xls`. With `.csv`, items are separated by a comma, while `.xls` holds " "information about all the worksheets in a file, including both content and " "formatting." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:45 msgid "" "These are the items that can be exported. Use the :guilabel:`> (right " "arrow)` icon to display more sub-field options. Use the :guilabel:`Search` " "bar to find specific fields. To use the :guilabel:`Search` option more " "efficiently, click on all the :guilabel:`> (right arrows)` to display all " "fields." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:49 msgid "" "The :guilabel:`+ (plus sign)` icon button is present to add fields to the " ":guilabel:`Fields to export` list." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:51 msgid "" "The :guilabel:`↕️ (up-down arrow)` to the left of the selected fields can be" " used to move the fields up and down, to change the order in which they are " "displayed in the exported file. Drag-and-drop using the :guilabel:`↕️ (up-" "down arrow)` icon." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:54 msgid "" "The :guilabel:`🗑️ (trash can)` icon is used to remove fields. Click on the " ":guilabel:`🗑️ (trash can)` icon to remove the field." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:56 msgid "" "For recurring reports, it is helpful to save export presets. Select all the " "needed fields, and click on the template drop-down menu. Once there, click " "on :guilabel:`New template`, and give a unique name to the export just " "created. The next time the same list needs to be exported, select the " "related template that was previously saved from the drop-down menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:62 msgid "" "It is helpful to know the field's external identifier. For example, " ":guilabel:`Related Company` in the export user interface is equal to " "*parent_id* (external identifier). This is helpful because then, the only " "data exported is what should be modified and re-imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:69 msgid "Import data into Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:71 msgid "" "Importing data into Odoo is extremely helpful during implementation, or in " "times where data needs to be updated in bulk. The following documentation " "covers how to import data into an Odoo database." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:75 msgid "" "Imports are permanent and **cannot** be undone. However, it is possible to " "use filters (`created on` or `last modified`) to identify records changed or" " created by the import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:79 msgid "" "Activating :ref:`developer mode ` changes the visible import" " settings in the left menu. Doing so reveals an :menuselection:`Advanced` " "menu. Included in this advanced menu are two options: :guilabel:`Track " "history during import` and :guilabel:`Allow matching with subfields`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Advanced import options when developer mode is activated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:87 msgid "" "If the model uses openchatter, the :guilabel:`Track history during import` " "option sets up subscriptions and sends notifications during the import, but " "leads to a slower import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:90 msgid "" "Should the :guilabel:`Allow matching with subfields` option be selected, " "then all subfields within a field are used to match under the " ":guilabel:`Odoo Field` while importing." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:94 msgid "Get started" msgstr "התחל" #: ../../content/applications/essentials/export_import_data.rst:96 msgid "" "Data can be imported on any Odoo business object using either Excel " "(`.xlsx`) or :abbr:`CSV (Comma-separated Values)` (`.csv`) formats. This " "includes: contacts, products, bank statements, journal entries, and orders." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:100 msgid "" "Open the view of the object to which the data should be imported/populated, " "and click on :menuselection:`⭐ Favorites --> Import records`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Favorites menu revealed with the import records option highlighted." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:107 msgid "" "After clicking :guilabel:`Import records`, Odoo reveals a separate page with" " templates that can be downloaded and populated with the company's own data." " Such templates can be imported in one click, since the data mapping is " "already done. To download a template click :guilabel:`Import Template for " "Customers` at the center of the page." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:113 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides " ":guilabel:`Formatting` options. These options do **not** appear when " "importing the proprietary Excel file type (`.xls`, `.xlsx`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:0 msgid "Formatting options presented when a CVS file is imported in Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:121 msgid "" "Make necessary adjustments to the *Formatting* options, and ensure all " "columns in the :guilabel:`Odoo field` and :guilabel:`File Column` are free " "of errors. Finally, click :guilabel:`Import` to import the data." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:126 msgid "Adapt a template" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:128 msgid "" "Import templates are provided in the import tool of the most common data to " "import (contacts, products, bank statements, etc.). Open them with any " "spreadsheet software (*Microsoft Office*, *OpenOffice*, *Google Drive*, " "etc.)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:132 msgid "Once the template is downloaded, proceed to follow these steps:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:134 msgid "Add, remove, and sort columns to best fit the data structure." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:135 msgid "" "It is strongly advised to **not** remove the :guilabel:`External ID` (ID) " "column (see why in the next section)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:137 msgid "" "Set a unique ID to every record by dragging down the ID sequencing in the " ":guilabel:`External ID` (ID) column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "" "An animation of the mouse dragging down the ID column, so each record has a " "unique ID." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:145 msgid "" "When a new column is added, Odoo may not be able to map it automatically, if" " its label does not fit any field within Odoo. However, new columns can be " "mapped manually when the import is tested. Search the drop-down menu for the" " corresponding field." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Drop-down menu expanded in the initial import screen on Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:153 msgid "" "Then, use this field's label in the import file to ensure future imports are" " successful." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:156 msgid "" "Another useful way to find out the proper column names to import is to " "export a sample file using the fields that should be imported. This way, if " "there is not a sample import template, the names are accurate." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:161 msgid "Import from another application" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:163 msgid "" "The :guilabel:`External ID` (ID) is a unique identifier for the line item. " "Feel free to use one from previous software to facilitate the transition to " "Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:166 msgid "" "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:168 msgid "" "Update imports: import the same file several times without creating " "duplicates." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:169 msgid ":ref:`Import relation fields `." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:171 msgid "" "To recreate relationships between different records, the unique identifier " "from the original application should be used to map it to the " ":guilabel:`External ID` (ID) column in Odoo." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:174 msgid "" "When another record is imported that links to the first one, use **XXX/ID** " "(XXX/External ID) for the original unique identifier. This record can also " "be found using its name." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:178 msgid "" "It should be noted that there will be a conflict if two or more records have" " the same name." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:180 msgid "" "The :guilabel:`External ID` (ID) can also be used to update the original " "import, if modified data needs to be re-imported later, therefore, it is a " "good practice to specify it whenever possible." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:184 msgid "Field missing to map column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:186 msgid "" "Odoo heuristically tries to find the type of field for each column inside " "the imported file, based on the first ten lines of the files." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:189 msgid "" "For example, if there is a column only containing numbers, only the fields " "with the *integer* type are presented as options." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:192 msgid "" "While this behavior might be beneficial in most cases, it is also possible " "that it could fail, or the column may be mapped to a field that is not " "proposed by default." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:195 msgid "" "If this happens, check the :guilabel:`Show fields of relation fields " "(advanced) option`, then a complete list of fields becomes available for " "each column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst-1 msgid "Searching for the field to match the tax column." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:203 msgid "Change data import format" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:206 msgid "" "Odoo can automatically detect if a column is a date, and tries to guess the " "date format from a set of most commonly used date formats. While this " "process can work for many date formats, some date formats are not " "recognizable. This can cause confusion, due to day-month inversions; it is " "difficult to guess which part of a date format is the day, and which part is" " the month, in a date, such as `01-03-2016`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:212 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, Odoo provides " ":guilabel:`Formatting` options." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:215 msgid "" "To view which date format Odoo has found from the file, check the " ":guilabel:`Date Format` that is shown when clicking on options under the " "file selector. If this format is incorrect, change it to the preferred " "format using *ISO 8601* to define the format." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:220 msgid "" "*ISO 8601* is an international standard, covering the worldwide exchange, " "along with the communication of date and time-related data. For example, the" " date format should be `YYYY-MM-DD`. So, in the case of July 24th 1981, it " "should be written as `1981-07-24`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:225 msgid "" "When importing Excel files (`.xls`, `.xlsx`), consider using *date cells* to" " store dates. This maintains locale date formats for display, regardless of " "how the date is formatted in Odoo. When importing a :abbr:`CSV (Comma-" "separated Values)` file, use Odoo's :guilabel:`Formatting` section to select" " the date format columns to import." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:231 msgid "Import numbers with currency signs" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:233 msgid "" "Odoo fully supports numbers with parenthesis to represent negative signs, as" " well as numbers with currency signs attached to them. Odoo also " "automatically detects which thousand/decimal separator is used. If a " "currency symbol unknown to Odoo is used, it might not be recognized as a " "number, and the import crashes." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:239 msgid "" "When importing a :abbr:`CSV (Comma-separated Values)` file, the " ":guilabel:`Formatting` menu appears on the left-hand column. Under these " "options, the :guilabel:`Thousands Separator` can be changed." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:243 msgid "" "Examples of supported numbers (using 'thirty-two thousand' as the figure):" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:245 msgid "32.000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:246 msgid "32000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:247 msgid "32,000.00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:248 msgid "-32000.00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:249 msgid "(32000.00)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:250 msgid "$ 32.000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:251 msgid "(32000.00 €)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:253 msgid "Example that will not work:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:255 msgid "ABC 32.000,00" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:256 msgid "$ (32.000,00)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:259 msgid "" "A :guilabel:`() (parenthesis)` around the number indicates that the number " "is a negative value. The currency symbol **must** be placed within the " "parenthesis for Odoo to recognize it as a negative currency value." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:264 msgid "Import preview table not displayed correctly" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:266 msgid "" "By default, the import preview is set on commas as field separators, and " "quotation marks as text delimiters. If the :abbr:`CSV (Comma-separated " "Values)` file does not have these settings, modify the " ":guilabel:`Formatting` options (displayed under the :guilabel:`Import` " ":abbr:`CSV (Comma-separated Values)` file bar after selecting the :abbr:`CSV" " (Comma-separated Values)` file)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:272 msgid "" "If the :abbr:`CSV (Comma-separated Values)` file has a tabulation as a " "separator, Odoo does **not** detect the separations. The file format options" " need to be modified in the spreadsheet application. See the following " ":ref:`Change CSV file format ` section." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:280 msgid "Change CSV file format in spreadsheet application" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:282 msgid "" "When editing and saving :abbr:`CSV (Comma-separated Values)` files in " "spreadsheet applications, the computer's regional settings are applied for " "the separator and delimiter. Odoo suggests using *OpenOffice* or " "*LibreOffice*, as both applications allow modifications of all three options" " (from *LibreOffice* application, go to :menuselection:`'Save As' dialog box" " --> Check the box 'Edit filter settings' --> Save`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:288 msgid "" "Microsoft Excel can modify the encoding when saving (:menuselection:`'Save " "As' dialog box --> 'Tools' drop-down menu --> Encoding tab`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:292 msgid "Difference between Database ID and External ID" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:294 msgid "" "Some fields define a relationship with another object. For example, the " "country of a contact is a link to a record of the 'Country' object. When " "such fields are imported, Odoo has to recreate links between the different " "records. To help import such fields, Odoo provides three mechanisms." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:299 msgid "**Only one** mechanism should be used per field that is imported." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:301 msgid "" "For example, to reference the country of a contact, Odoo proposes three " "different fields to import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:303 msgid ":guilabel:`Country`: the name or code of the country" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:304 msgid "" ":guilabel:`Country/Database ID`: the unique Odoo ID for a record, defined by" " the ID PostgreSQL column" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:306 msgid "" ":guilabel:`Country/External ID`: the ID of this record referenced in another" " application (or the `.XML` file that imported it)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:309 msgid "" "For the country of Belgium, for example, use one of these three ways to " "import:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:311 msgid ":guilabel:`Country`: `Belgium`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:312 msgid ":guilabel:`Country/Database ID`: `21`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:313 msgid ":guilabel:`Country/External ID`: `base.be`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:315 msgid "" "According to the company's need, use one of these three ways to reference " "records in relations. Here is an example when one or the other should be " "used, according to the need:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:318 msgid "" "Use :guilabel:`Country`: this is the easiest way when data comes from " ":abbr:`CSV (Comma-separated Values)` files that have been created manually." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:320 msgid "" "Use :guilabel:`Country/Database ID`: this should rarely be used. It is " "mostly used by developers as the main advantage is to never have conflicts " "(there may be several records with the same name, but they always have a " "unique Database ID)" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:323 msgid "" "Use :guilabel:`Country/External ID`: use *External ID* when importing data " "from a third-party application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:326 msgid "" "When *External IDs* are used, import :abbr:`CSV (Comma-separated Values)` " "files with the :guilabel:`External ID` (ID) column defining the *External " "ID* of each record that is imported. Then, a reference can be made to that " "record with columns, like `Field/External ID`. The following two :abbr:`CSV " "(Comma-separated Values)` files provide an example for products and their " "categories." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:331 msgid "" ":download:`CSV file for categories " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:333 msgid "" ":download:`CSV file for Products " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:339 msgid "Import relation fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:341 msgid "" "An Odoo object is always related to many other objects (e.g. a product is " "linked to product categories, attributes, vendors, etc.). To import those " "relations, the records of the related object need to be imported first, from" " their own list menu." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:345 msgid "" "This can be achieved by using either the name of the related record, or its " "ID, depending on the circumstances. The ID is expected when two records have" " the same name. In such a case add `/ ID` at the end of the column title " "(e.g. for product attributes: `Product Attributes / Attribute / ID`)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:350 msgid "Options for multiple matches on fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:352 msgid "" "If, for example, there are two product categories with the child name " "`Sellable` (e.g. `Misc. Products/Sellable` & `Other Products/Sellable`), the" " validation is halted, but the data may still be imported. However, Odoo " "recommends that the data is not imported because it will all be linked to " "the first `Sellable` category found in the *Product Category* list (`Misc. " "Products/Sellable`). Odoo, instead, recommends modifying one of the " "duplicate's values, or the product category hierarchy." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:359 msgid "" "However, if the company does not wish to change the configuration of product" " categories, Odoo recommends making use of the *External ID* for this field," " 'Category'." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:363 msgid "Import many2many relationship fields" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:365 msgid "" "The tags should be separated by a comma, without any spacing. For example, " "if a customer needs to be linked to both tags: `Manufacturer` and `Retailer`" " then 'Manufacturer,Retailer' needs to be encoded in the same column of the " ":abbr:`CSV (Comma-separated Values)` file." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:369 msgid "" ":download:`CSV file for Manufacturer, Retailer " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:372 msgid "Import one2many relationships" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:374 msgid "" "If a company wants to import a sales order with several order lines, a " "specific row **must** be reserved in the :abbr:`CSV (Comma-separated " "Values)` file for each order line. The first order line is imported on the " "same row as the information relative to order. Any additional lines need an " "additional row that does not have any information in the fields relative to " "the order." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:379 msgid "" "As an example, here is a :abbr:`CSV (Comma-separated Values)` file of some " "quotations that can be imported, based on demo data:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:382 msgid "" ":download:`File for some Quotations " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:385 msgid "" "The following :abbr:`CSV (Comma-separated Values)` file shows how to import " "purchase orders with their respective purchase order lines:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:388 msgid "" ":download:`Purchase orders with their respective purchase order lines " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:391 msgid "" "The following :abbr:`CSV (Comma-separated Values)` file shows how to import " "customers and their respective contacts:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:394 msgid "" ":download:`Customers and their respective contacts " "`" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:398 msgid "Import records several times" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:400 msgid "" "If an imported file contains one of the columns: :guilabel:`External ID` or " ":guilabel:`Database ID`, records that have already been imported are " "modified, instead of being created. This is extremely useful as it allows " "users to import the same :abbr:`CSV (Comma-separated Values)` file several " "times, while having made some changes in between two imports." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:405 msgid "" "Odoo takes care of creating or modifying each record, depending if it is new" " or not." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:407 msgid "" "This feature allows a company to use the *Import/Export tool* in Odoo to " "modify a batch of records in a spreadsheet application." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:411 msgid "Value not provided for a specific field" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:413 msgid "" "If all fields are not set in the CSV file, Odoo assigns the default value " "for every non-defined field. But, if fields are set with empty values in the" " :abbr:`CSV (Comma-separated Values)` file, Odoo sets the empty value in the" " field, instead of assigning the default value." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:418 msgid "Export/import different tables from an SQL application to Odoo" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:420 msgid "" "If data needs to be imported from different tables, relations need to be " "recreated between records belonging to different tables. For instance, if " "companies and people are imported, the link between each person and the " "company they work for needs to be recreated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:424 msgid "" "To manage relations between tables, use the `External ID` facilities of " "Odoo. The `External ID` of a record is the unique identifier of this record " "in another application. The `External ID` must be unique across all records " "of all objects. It is a good practice to prefix this `External ID` with the " "name of the application or table. (like, 'company_1', 'person_1' - instead " "of '1')" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:429 msgid "" "As an example, suppose there is an SQL database with two tables that are to " "be imported: companies and people. Each person belongs to one company, so " "the link between a person and the company they work for must be recreated." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:433 msgid "" "Test this example, with a :download:`sample of a PostgreSQL database " "`." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:436 msgid "" "First, export all companies and their *External ID*. In PSQL, write the " "following command:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:442 msgid "" "This SQL command creates the following :abbr:`CSV (Comma-separated Values)` " "file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:451 msgid "" "To create the :abbr:`CSV (Comma-separated Values)` file for people linked to" " companies, use the following SQL command in PSQL:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:458 msgid "It produces the following :abbr:`CSV (Comma-separated Values)` file:" msgstr "" #: ../../content/applications/essentials/export_import_data.rst:468 msgid "" "In this file, Fabien and Laurence are working for the Bigees company " "(`company_1`), and Eric is working for the Organi company. The relation " "between people and companies is done using the *External ID* of the " "companies. The *External ID* is prefixed by the name of the table to avoid a" " conflict of ID between people and companies (`person_1` and `company_1`, " "who shared the same ID 1 in the original database)." msgstr "" #: ../../content/applications/essentials/export_import_data.rst:474 msgid "" "The two files produced are ready to be imported in Odoo without any " "modifications. After having imported these two :abbr:`CSV (Comma-separated " "Values)` files, there are four contacts and three companies (the first two " "contacts are linked to the first company). Keep in mind to first import the " "companies, and then the people." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:3 msgid "In-app purchases (IAP)" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:7 msgid "" "In-app purchases (IAP) are optional services that enhance Odoo databases. " "Each service provides its own specific features and functionality. A full " "list of services is available on the `Odoo IAP Catalog " "`_." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "The IAP catalog with various services available on IAP.Odoo.com." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:16 msgid "" "The :guilabel:`SMS` service sends text messages to contacts directly from " "the database, and the :guilabel:`Documents Digitization` service digitizes " "scanned or PDF vendor bills, expenses, and resumes with optical character " "recognition (OCR) and artificial intelligence (AI)." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:20 msgid "" "|IAP| services do **not** need to be configured or set up before use. Odoo " "users can simply click on the service in the app to activate it. However, " "each service requires its own prepaid credits, and when they run out, users " "**must** :ref:`buy more ` in order to keep using it." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:25 msgid "" "Enterprise Odoo users with a valid subscription get free credits to test IAP" " features before deciding to purchase more credits for the database. This " "includes demo/training databases, educational databases, and one-app-free " "databases." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:32 msgid "IAP services" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:34 msgid "" "|IAP| services are provided by Odoo, as well as third-parties, and have a " "wide range of uses." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:36 msgid "The following |IAP| services are offered by Odoo:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:38 msgid "" ":guilabel:`Documents Digitization`: digitizes scanned or PDF vendor bills, " "expenses, and resumes with OCR and AI." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:40 msgid "" ":guilabel:`Partner Autocomplete`: automatically populates contact records " "with corporate data." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:41 msgid "" ":guilabel:`SMS`: sends SMS text messages to contacts directly from the " "database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:42 msgid "" ":guilabel:`Lead Generation`: generates leads based on a set of criteria, and" " converts web visitors into quality leads and opportunities." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:44 msgid "" ":guilabel:`Snailmail`: sends customer invoices and follow-up reports by " "post, worldwide." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:45 msgid "" ":guilabel:`Signer identification with itsme®️`: ask document signatories in " "Odoo *Sign* to provide their identity using the *itsme®* identity platform, " "which is available in Belgium and the Netherlands." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:49 msgid "" "For more information on every service currently available (offered from " "developers other than Odoo), visit the `Odoo IAP Catalog " "`_." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:53 msgid "Use IAP services" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:55 msgid "" "|IAP| services are automatically integrated with Odoo, and do **not** " "require users to configure any settings. To use a service, simply interact " "with it wherever it appears in the database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:59 msgid "" "The following flow focuses on the *SMS* |IAP| service being used from a " "contact's record." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:61 msgid "" "This can be done by clicking the :guilabel:`📱 SMS` icon within the database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The SMS icon on a typical contact information form located within an Odoo " "database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:67 msgid "" "One way to utilize the *SMS* |IAP| service with Odoo is showcased in the " "following steps:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:69 msgid "" "First, navigate to the :menuselection:`Contacts application`, and click on a" " contact with a mobile phone number entered in either the :guilabel:`Phone` " "or :guilabel:`Mobile` field of the contact form." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:73 msgid "" "Next, find the :guilabel:`📱 SMS` icon that appears to the right of the " ":guilabel:`Phone` or :guilabel:`Mobile` fields. Click the :guilabel:`📱 SMS` " "icon, and a :guilabel:`Send SMS Text Message` pop-up window appears." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:77 msgid "" "Type a message in the :guilabel:`Message` field of the pop-up window. Then, " "click the :guilabel:`Send SMS` button. Odoo then sends the message, via SMS," " to the contact, and logs what was sent in the *chatter* of the contact's " "form." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:81 msgid "" "Upon sending the SMS message, the prepaid credits for the *SMS* |IAP| " "service are automatically deducted from the existing credits. If there are " "not enough credits to send the message, Odoo prompts the user to purchase " "more." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:86 msgid "" "For more information on how to use various |IAP| services, and for more in-" "depth instructions related to SMS functionality in Odoo, review the " "documentation below:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:89 msgid ":doc:`Lead mining <../sales/crm/acquire_leads/lead_mining>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:90 msgid "" ":doc:`Enrich your contacts base with Partner Autocomplete " "<../sales/crm/optimize/partner_autocomplete>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:92 msgid "" ":doc:`SMS essentials <../marketing/sms_marketing/essentials/sms_essentials>`" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:97 msgid "IAP credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:99 msgid "" "Every time an |IAP| service is used, the prepaid credits for that service " "are spent. Odoo prompts the purchase of more credits when there are not " "enough credits left to continue using a service. Email alerts can also be " "set up for when :ref:`credits are low `." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:103 msgid "" "Credits are purchased in *Packs* from the `Odoo IAP Catalog " "`_, and pricing is specific to" " each service." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:107 msgid "" "The `SMS service `_ has four " "packs available, in denominations of:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:110 msgid ":guilabel:`Starter Pack`: 10 credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:111 msgid ":guilabel:`Standard Pack`: 100 credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:112 msgid ":guilabel:`Advanced Pack`: 500 credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:113 msgid ":guilabel:`Expert Pack`: 1,000 credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "Four different packs of credits for the SMS IAP service." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:119 msgid "" "The number of credits consumed depends on the length of the SMS and the " "country of destination." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:121 msgid "" "For more information, refer to the :doc:`SMS Pricing and FAQ " "<../marketing/sms_marketing/pricing/pricing_and_faq>` documentation." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:127 msgid "Buy credits" msgstr "קניית נקודות זכות" #: ../../content/applications/essentials/in_app_purchase.rst:129 msgid "" "If there are not enough credits to perform a task, the database " "automatically prompts the purchase of more credits." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:132 msgid "" "Users can check the current balance of credits for each service, and " "manually purchase more credits, by navigating to the " ":menuselection:`Settings app --> Contacts section`, and beneath the " ":guilabel:`Odoo IAP` setting, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:136 msgid "" "Doing so reveals a :guilabel:`My Services` page, listing the various |IAP| " "services in the database. From here, click an |IAP| service to open its " ":guilabel:`Account Information` page, where additional credits can be " "purchased." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:141 msgid "Manually buy credits" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:143 msgid "To manually buy credits in Odoo, follow these steps:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:145 msgid "" "First, go to the :menuselection:`Settings application` and type `IAP` in the" " :guilabel:`Search...` bar. Alternatively users can scroll down to the " ":guilabel:`Contacts` section. Under the :guilabel:`Contacts` section, where " "it says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The Settings app showing the Odoo IAP heading and View My Services button." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:154 msgid "" "Doing so reveals an :guilabel:`IAP Account` page, listing the various |IAP| " "services in the database. From here, click an |IAP| service to open details " "about it; additional credits can be purchased from here." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:158 msgid "" "On the following page, click the :guilabel:`Buy Credit` button. Doing so " "loads a :guilabel:`Buy Credits for (IAP Account)` page in a new tab. From " "here, click :guilabel:`Buy` on the desired pack of credits. Then, follow the" " prompts to enter payment details, and confirm the order." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst-1 msgid "" "The SMS service page on IAP.Odoo.com with four packs of credits available " "for purchase." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:166 msgid "" "Once the transaction is complete, the credits are available for use in the " "database." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:171 msgid "Low-credit notification" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:173 msgid "" "It is possible to be notified when credits are low, in order to avoid " "running out of credits, while using an |IAP| service. To do that, follow " "this process:" msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:176 msgid "" "Go to the :menuselection:`Settings application`, and type `IAP` in the " ":guilabel:`Search...` bar. Under the :guilabel:`Contacts` section, where it " "says :guilabel:`Odoo IAP`, click :guilabel:`View My Services`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:180 msgid "" "The available |IAP| accounts appear in a list view on the :guilabel:`IAP " "Account` page. From here, click on the desired |IAP| account to view that " "service's details." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:183 msgid "" "On the details page, tick the :guilabel:`Receive threshold warning` " "checkbox. Doing so reveals two fields on the form: :guilabel:`Warning " "Threshold` and :guilabel:`Contact Email`." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:186 msgid "" "In the :guilabel:`Warning Threshold` field, enter an amount of credits Odoo " "should use as the minimum threshold for this service. In the " ":guilabel:`Contact Email` field, enter the email address that receives the " "notification." msgstr "" #: ../../content/applications/essentials/in_app_purchase.rst:190 msgid "" "Odoo sends a low-credit alert to the :guilabel:`Contact Email` when the " "balance of credits falls below the amount listed as the :guilabel:`Warning " "Threshold`." msgstr "" #: ../../content/applications/essentials/reporting.rst:3 msgid "Reporting" msgstr "דו\"חות" #: ../../content/applications/essentials/reporting.rst:5 msgid "" "You can find several reports under the :guilabel:`Reporting` menu of most " "apps that let you analyze and visualize the data of your records." msgstr "" #: ../../content/applications/essentials/reporting.rst:11 msgid "Selecting a view" msgstr "" #: ../../content/applications/essentials/reporting.rst:13 msgid "" "Depending on the report, Odoo can display the data in various ways. " "Sometimes, a unique view fully tailored to the report is available, while " "several views are available for others. However, two generic views are " "dedicated to reporting: the graph and pivot views." msgstr "" #: ../../content/applications/essentials/reporting.rst:20 msgid "Graph view" msgstr "" #: ../../content/applications/essentials/reporting.rst:22 msgid "" "The :ref:`graph view ` is used to visualize your " "records' data, helping you identify patterns and trends. The view is often " "found under the :guilabel:`Reporting` menu of apps but can be found " "elsewhere. Click the **graph view button** located at the top right to " "access it." msgstr "" #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the graph view" msgstr "" #: ../../content/applications/essentials/reporting.rst:33 msgid "Pivot view" msgstr "" #: ../../content/applications/essentials/reporting.rst:35 msgid "" "The :ref:`pivot view ` is used to aggregate your " "records' data and break it down for analysis. The view is often found under " "the :guilabel:`Reporting` menu of apps but can be found elsewhere. Click the" " **pivot view button** located at the top right to access it." msgstr "" #: ../../content/applications/essentials/reporting.rst-1 msgid "Selecting the pivot view" msgstr "" #: ../../content/applications/essentials/reporting.rst:45 msgid "Choosing measures" msgstr "" #: ../../content/applications/essentials/reporting.rst:47 msgid "" "After selecting a view, you should ensure only the relevant records are " ":doc:`filtered `. Next, you should choose what is measured. By " "default, a measure is always selected. If you wish to edit it, click " ":guilabel:`Measures` and choose one or, only for pivots, multiple measures." msgstr "" #: ../../content/applications/essentials/reporting.rst:52 msgid "" "When you select a measure, Odoo aggregates the values recorded on that field" " for the filtered records. Only numerical fields (:ref:`integer " "`, :ref:`decimal `, :ref:`monetary `) " "can be measured. In addition, the :guilabel:`Count` option is used to count " "the total number of filtered records." msgstr "" #: ../../content/applications/essentials/reporting.rst:58 msgid "" "After choosing what you want to measure, you can define how the data should " "be :ref:`grouped ` depending on the dimension you want to " "analyze. By default, the data is often grouped by *Date > Month*, which is " "used to analyze the evolution of a measure over the months." msgstr "" #: ../../content/applications/essentials/reporting.rst:63 msgid "" "When you filter a single time period, the option to compare it against " "another one appears." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Using the comparison option" msgstr "" #: ../../content/applications/essentials/reporting.rst:72 msgid "Select measures" msgstr "" #: ../../content/applications/essentials/reporting.rst:74 msgid "" "Among other measures, you could add the :guilabel:`Margin` and " ":guilabel:`Count` measures to the Sales Analysis report. By default, the " ":guilabel:`Untaxed Amount` measure is selected." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Selecting different measures on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/reporting.rst:81 msgid "Group measures" msgstr "" #: ../../content/applications/essentials/reporting.rst:83 msgid "" "You could group the measures by :guilabel:`Product Category` at the level of" " rows on the previous Sales Analysis report example." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding a group on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/reporting.rst:92 msgid "Using the pivot view" msgstr "" #: ../../content/applications/essentials/reporting.rst:94 msgid "" "Grouping data is quintessential to the pivot view. It enables drilling down " "the data to gain deeper insights. While you can use the :guilabel:`Group By`" " option to quickly add a group at the level of rows, as shown in the example" " above, you can also click the plus button (:guilabel:`➕`) next to the " ":guilabel:`Total` header at the level of rows *and* columns, and then select" " one of the **preconfigured groups**. To remove one, click the minus button " "(:guilabel:`➖`)." msgstr "" #: ../../content/applications/essentials/reporting.rst:100 msgid "" "Once you have added a group, you can add new ones on the opposite axis or " "the newly created subgroups." msgstr "" #: ../../content/applications/essentials/reporting.rst:104 msgid "" "You could further divide the measures on the previous Sales Analysis report " "example by the :guilabel:`Salesperson` group at the level of columns and by " "the :guilabel:`Order Date > Month` group on the :guilabel:`All / Saleable / " "Office Furniture` product category." msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Adding multiple groups on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/reporting.rst:112 msgid "" "Switch the rows and columns' groups by clicking the flip axis button " "(:guilabel:`⇄`)." msgstr "" #: ../../content/applications/essentials/reporting.rst:113 msgid "" "Click on a measure's label to sort the values by ascending (⏶) or descending" " (⏷) order." msgstr "" #: ../../content/applications/essentials/reporting.rst:114 msgid "" "Download a `.xlsx` version of the pivot by clicking the download button " "(:guilabel:`⭳`)." msgstr "" #: ../../content/applications/essentials/reporting.rst:119 msgid "Using the graph view" msgstr "" #: ../../content/applications/essentials/reporting.rst:121 msgid "Three graphs are available: the bar, line, and pie charts." msgstr "" #: ../../content/applications/essentials/reporting.rst:123 msgid "" "**Bar charts** are used to show the distribution or a comparison of several " "categories. They are especially useful as they can deal with larger data " "sets." msgstr "" #: ../../content/applications/essentials/reporting.rst:126 msgid "" "**Line charts** are useful to show changing time series and trends over " "time." msgstr "" #: ../../content/applications/essentials/reporting.rst:128 msgid "" "**Pie charts** are used to show the distribution or a comparison of a small " "number of categories when they form a meaningful whole." msgstr "" #: ../../content/applications/essentials/reporting.rst:133 msgid "Bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:138 msgid "Line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:143 msgid "Pie chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Viewing the Sales Analysis report as a pie chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:149 msgid "" "For **bar** and **line** charts, you can use the stacked option when you " "have at least two groups, which then appear on top of each other instead of " "next to each other." msgstr "" #: ../../content/applications/essentials/reporting.rst:154 msgid "Stacked bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked bar chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:159 msgid "Regular bar chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked bar chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:164 msgid "Stacked line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Stacked line chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:169 #: ../../content/applications/essentials/reporting.rst:184 msgid "Regular line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Non-stacked line chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:174 msgid "" "For **line** charts, you can use the cumulative option to sum values, which " "is especially useful to show the change in growth over a time period." msgstr "" #: ../../content/applications/essentials/reporting.rst:179 msgid "Cumulative line chart" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Cumulative line chart example" msgstr "" #: ../../content/applications/essentials/reporting.rst:0 msgid "Regular line chart example" msgstr "" #: ../../content/applications/essentials/search.rst:3 msgid "Search and filter records" msgstr "" #: ../../content/applications/essentials/search.rst:5 msgid "" "Odoo uses filters to include only the most relevant records depending on the" " purpose of the view you are on. However, you can edit the default filter or" " search for specific values." msgstr "" #: ../../content/applications/essentials/search.rst:11 msgid "Preconfigured filters" msgstr "" #: ../../content/applications/essentials/search.rst:13 msgid "" "You can modify the default selection of records by clicking " ":guilabel:`Filters` and selecting one or several **preconfigured filters**." msgstr "" #: ../../content/applications/essentials/search.rst:17 msgid "" "On the Sales Analysis report, only records at the sales order stage are " "selected by default. However, you could *also* include records at the " "quotation stage by selecting :guilabel:`Quotations`. Furthermore, you could " "*only* include records from a specific year, for example *2022*, by " "selecting :menuselection:`Order Date --> 2022`." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Using preconfigured filters on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:27 msgid "" "If you select preconfigured filters from the same group (i.e., that are " "*not* separated by an horizontal line), the records can match *any* " "condition to be included. However, if you select filters from different " "groups, the records have to match *all* condition to be included." msgstr "" #: ../../content/applications/essentials/search.rst:34 msgid "Custom filters" msgstr "" #: ../../content/applications/essentials/search.rst:36 msgid "" "You can create custom filters using most fields present on the model by " "clicking :menuselection:`Filters --> Add Custom Filter`, selecting a field, " "an operator, a value, and clicking :guilabel:`Apply`." msgstr "" #: ../../content/applications/essentials/search.rst:41 msgid "" "You could *only* include records from a single salesperson on the Sales " "Analysis report, for example *Mitchell Admin*, by selecting " ":guilabel:`Salesperson` as the field, :guilabel:`is equal to` as the " "operator, and typing `Mitchell Admin` as the value." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Using a custom filter on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:50 msgid "" "If the records should *only* match one of several conditions, click " ":guilabel:`Add a condition` before applying a custom filter. If the records " "should match *all* conditions, add new custom filters instead." msgstr "" #: ../../content/applications/essentials/search.rst:57 msgid "Search for values" msgstr "" #: ../../content/applications/essentials/search.rst:59 msgid "" "You can use the search field to quickly look for specific values and add " "them as a filter. Either type the full value you are searching for and " "select the desired field, or type a part of the value, click the dropdown " "button (:guilabel:`⏵`) before the chosen field, and select the exact value " "you are looking for." msgstr "" #: ../../content/applications/essentials/search.rst:65 msgid "" "Instead of adding a custom filter to select records where *Mitchell Admin* " "is the salesperson on the Sales Analysis report, you could search for " "`Mitch`, click the dropdown button (:guilabel:`⏵`) next to :guilabel:`Search" " Salesperson for: Mitch`, and select :guilabel:`Mitchell Admin`." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Searching for a specific value on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:75 msgid "" "Using the search field is equivalent to using the *contains* operator when " "adding a custom filter. If you enter a partial value and directly select the" " desired field, *all* records containing the characters you typed for the " "selected field will be included." msgstr "" #: ../../content/applications/essentials/search.rst:82 msgid "Group records" msgstr "" #: ../../content/applications/essentials/search.rst:84 msgid "" "You can click :guilabel:`Group By` below the search field to cluster records" " together according to one of the **preconfigured groups**." msgstr "" #: ../../content/applications/essentials/search.rst:88 msgid "" "You could group the records by salesperson on the Sales Analysis report by " "clicking :guilabel:`Group By` and selecting :guilabel:`Salesperson`. No " "records are filtered out." msgstr "" #: ../../content/applications/essentials/search.rst:0 msgid "Grouping records on the Sales Analysis report" msgstr "" #: ../../content/applications/essentials/search.rst:95 msgid "" "You can **customize groups** by using a wide selection of fields present on " "the model. To do so, click :menuselection:`Group By --> Add Custom Group`, " "select a field, and click :guilabel:`Apply`." msgstr "" #: ../../content/applications/essentials/search.rst:99 msgid "" "You can use several groups at the same time. The first group you select is " "the main cluster, the next one you add further divides the main group's " "categories, and so on." msgstr ""