# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Kevin Harrings , 2023 # Leon Grill , 2023 # Anja Funk , 2023 # Chris Egal , 2023 # Friederike Fasterling-Nesselbosch, 2023 # Felix Schubert , 2023 # Martin Trigaux, 2023 # Wil Odoo, 2024 # Larissa Manderfeld, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2024-03-08 12:48+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Larissa Manderfeld, 2024\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: de\n" "Plural-Forms: nplurals=2; plural=(n != 1);\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "Verkauf" #: ../../content/applications/sales/crm.rst:8 msgid "CRM" msgstr "CRM" #: ../../content/applications/sales/crm.rst:10 msgid "" "**Odoo CRM** helps you organize your sales activities: track leads, close " "opportunities and get accurate forecasts. Keep opportunities organized with " "the pipeline and manage your day-to-day activities with meetings and next " "activities." msgstr "" "**Odoo CRM** hilft Ihnen bei der Organisation Ihrer Vertriebsaktivitäten: " "Verfolgen Sie Leads, schließen Sie Verkaufschancen ab und erhalten Sie " "genaue Prognosen. Organisieren Sie Verkaufschancen mit der Pipeline und " "verwalten Sie Ihre täglichen Aktivitäten mit Meetings und nächsten " "Aktivitäten." #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "`Odoo-Tutorials: CRM `_" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "Leads akquirieren" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "Leads in Verkaufschancen umwandeln" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" "*Leads* act as qualifying steps before an opportunity is created. This " "provides additional time before a potential opportunity is assigned to a " "sales person." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:10 #: ../../content/applications/sales/crm/optimize/gamification.rst:11 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:9 #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:44 #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:12 #: ../../content/applications/sales/point_of_sale/combos.rst:16 #: ../../content/applications/sales/point_of_sale/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:14 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:16 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:12 #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:52 #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:22 #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:10 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:11 #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:10 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:10 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:14 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:34 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:24 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:14 #: ../../content/applications/sales/subscriptions/closing.rst:9 msgid "Configuration" msgstr "Konfiguration" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:11 msgid "" "To activate the *Leads* setting, navigate to :menuselection:`CRM app --> " "Configuration --> Settings` and check the box labeled, :guilabel:`Leads`. " "Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads setting on CRM configuration page." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:18 msgid "" "Activating this feature adds a new menu, :guilabel:`Leads`, to the header " "menu bar at the top of the screen." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Leads menu on CRM application." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:25 msgid "" "Once the *Leads* setting has been activated, it applies to all sales teams " "by default. To turn off leads for a specific team, navigate to " ":menuselection:`CRM app --> Configuration --> Sales Teams`. Then, select a " "team from the list to open the record, and uncheck the :guilabel:`Leads` " "box. Once done, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:35 msgid "Convert a lead into an opportunity" msgstr "Einen Lead in eine Verkaufschance umwandeln" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:37 msgid "" "To convert a lead into an *opportunity*, navigate to :menuselection:`CRM -->" " Leads`, and click on a :guilabel:`Lead` from the list to open it." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:40 msgid "" "In the upper-left corner of the screen, click the :guilabel:`Convert to " "Opportunity` button, which opens a :guilabel:`Convert to opportunity` pop-up" " window." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity button on a lead record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:47 msgid "" "On the :guilabel:`Convert to opportunity` pop-up window, in the " ":guilabel:`Conversion action` field, select the :guilabel:`Convert to " "opportunity` option." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" "If a lead, or an opportunity, already exists in the database for this " "customer, Odoo automatically suggests merging both leads/opportunities. For " "more information on merging leads and opportunities, see the section on how " "to :ref:`merge leads ` below." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:56 msgid "" "Then, select a :guilabel:`Salesperson` and a :guilabel:`Sales Team` to which" " the opportunity should be assigned." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:59 msgid "" "If the lead has already been assigned to a salesperson or a team, these " "fields automatically populate with that information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Create opportunity pop-up." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:66 msgid "" "Under the :guilabel:`Customer` heading, choose from the following options:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:68 msgid "" ":guilabel:`Create a new customer`: Choose this option to use the information" " in the lead to create a new customer." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:70 msgid "" ":guilabel:`Link to an existing customer`: Choose this option, then select a " "customer from the resulting drop-down menu, to link this opportunity to the " "existing customer record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:72 msgid "" ":guilabel:`Do not link to a customer`: Choose this option to convert the " "lead, but not link it to a new or existing customer." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:75 msgid "" "Lastly, when all configurations are complete, click :guilabel:`Create " "Opportunity`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:80 msgid "Merge leads and opportunities" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:82 msgid "" "Odoo automatically detects similar leads and opportunities by comparing the " "email addresses of the associated contacts. If a similar lead/opportunity is" " found, a :guilabel:`Similar Lead` smart button appears at the top of the " "lead/opportunity record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Similar leads smart button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:90 msgid "" "To compare the details of the similar leads/opportunities, click the " ":guilabel:`Similar Leads` button. This opens a kanban view with only the " "similar leads/opportunities. Click into each card to view the details for " "each lead/opportunity, and confirm if they should be merged." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:95 msgid "" "When merging, Odoo gives priority to whichever lead/opportunity was created " "in the system first, merging the information into the first created " "lead/opportunity. However, if a lead and an opportunity are being merged, " "the resulting record is referred to as an opportunity, regardless of which " "record was created first." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:100 msgid "" "After confirming that the leads/opportunities should be merged, return to " "the kanban view using breadcrumbs, or by clicking the :guilabel:`Similar " "Lead` smart button. Click the :guilabel:`☰ (three vertical lines)` icon to " "change to list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:104 msgid "" "Check the box on the left of the page for the leads/opportunities to be " "merged. Then, click the :guilabel:`Action ⚙️ (gear)` icon at the top of the " "page, to reveal a drop-down menu. From that drop-down menu, select the " ":guilabel:`Merge` option to merge the selected opportunities (or leads)." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:108 msgid "" "When :guilabel:`Merge` is selected from the :guilabel:`Action ⚙️ (gear)` " "drop-down menu, a :guilabel:`Merge` pop-up window appears. In that pop-up " "window, decide to :guilabel:`Assign opportunities to` a " ":guilabel:`Salesperson` and/or :guilabel:`Sales Team`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:112 msgid "" "Below those fields, the leads/opportunities to merge are listed, along with " "their related information. To merge those selected leads/opportunities, " "click :guilabel:`Merge`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:116 msgid "" "When merging opportunities, no information is lost. Data from the other " "opportunity is logged in the chatter, and the information fields, for " "reference." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst-1 msgid "Merge option from action menu in list view." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" msgstr "Leads/Verkaufschancen generieren" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:5 msgid "" "Two key ways to generate new leads or opportunities for your business are " "through email aliases and website contact forms. Odoo automatically creates " "leads in your CRM whenever someone sends a message to a Sales Team email " "alias or fills out a contact form on your website." msgstr "" "Unternehmen können neue Leads oder Verkaufschancen auch über E-Mail-Aliase " "und Website-Kontaktformulare generieren. Odoo erstellt automatisch Leads in " "Ihrem CRM, wenn jemand eine Nachricht an einen E-Mail-Alias des " "Verkaufsteams sendet oder ein Kontaktformular auf Ihrer Website ausfüllt." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10 msgid "Configure email aliases" msgstr "E-Mail-Aliasse konfigurieren" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:12 msgid "" "Each Sales Team can use its own unique email alias to generate " "leads/opportunities. Any email sent to a Sales Team's email alias will " "automatically create a lead (if leads are activated in your CRM settings) or" " an opportunity in the pipeline for that particular team. Configure custom " "email aliases on the configuration page for each Sales Team by navigating to" " :menuselection:`CRM --> Configuration --> Sales Teams`." msgstr "" "Jedes Verkaufsteam kann seinen eigenen eindeutigen E-Mail-Alias verwenden, " "um Leads/Verkaufschancen zu generieren. Jede E-Mail, die an den E-Mail-Alias" " eines Verkaufsteams gesendet wird, erstellt automatisch einen Lead (wenn " "Leads in Ihren CRM-Einstellungen aktiviert sind) oder eine Verkaufschance in" " der Pipeline für dieses bestimmte Team. Konfigurieren Sie " "benutzerdefinierte E-Mail-Aliasse auf der Konfigurationsseite für jedes " "Verkaufsteam, indem Sie zu :menuselection:`CRM --> Konfiguration --> " "Verkaufsteams` navigieren." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Configuring Sales Teams" msgstr "Verkaufsteam konfigurieren" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23 msgid "Use Contact Forms on your website" msgstr "Kontaktformulare auf Ihrer Website verwenden" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:25 msgid "" "By default, your website's *Contact Us* page displays Odoo's ready-to-use " "Contact Form. Whenever someone submits this form, a lead or an opportunity " "is generated in your database." msgstr "" "Auf der Seite *Kontaktieren Sie uns* Ihrer Website wird standardmäßig das " "gebrauchsfertige Kontaktformular von Odoo angezeigt. Jedes Mal, wenn jemand " "dieses Formular ausfüllt, wird in Ihrer Datenbank ein Lead oder eine " "Verkaufschance generiert." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Default Contact Us page" msgstr "Standardseite „Kontaktieren Sie uns“" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:32 msgid "" "The Contact Form can be activated or deactivated at any time by going to " ":menuselection:`Website --> Go to Website --> Customize --> Contact Form`." msgstr "" "Das Kontaktformular kann jederzeit unter :menuselection:`Website --> Gehe zu" " Website --> Anpassen --> Kontaktformular` aktiviert oder deaktiviert " "werden." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form toggle" msgstr "Kontaktformular Ein/Aus" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:39 msgid "" "When the Form is deactivated, the *Contact Us* page simply displays a button" " to email your company directly. Any email sent this way will generate a " "lead/opportunity." msgstr "" "Wenn das Formular deaktiviert wird, wird auf der Seite *Kontaktieren Sie " "uns* einfach eine Schaltfläche angezeigt, über die eine E-Mail direkt an Ihr" " Unternehmen senden können. Jede E-Mail, die auf diese Weise gesendet wird, " "generiert einen Lead/eine Verkaufschance." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Us Page using email" msgstr "Seite „Kontaktieren Sie uns“ per E-Mail" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:46 msgid "" "Choose which Sales Team or salesperson is automatically assigned to the " "leads/opportunities created from the Contact Form by going to " ":menuselection:`Website --> Configuration --> Settings --> Communication`." msgstr "" "Wählen Sie, welches Verkaufsteam oder welcher Vertriebsmitarbeiter " "automatisch den Leads/Verkaufschancen zugewiesen wird, die über das " "Kontaktformular erstellt wurden, indem Sie zu :menuselection:`Website --> " "Konfiguration --> Einstellungen --> Kommunikation` gehen." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form settings" msgstr "Einstellungen des Kontaktformulars" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55 msgid "Customize Contact Forms" msgstr "Kontaktformulare anpassen" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:57 msgid "" "Contact Forms can be customized for the specific information your team " "needs, using the free *Form Builder* module." msgstr "" "Kontaktformulare können mit dem kostenlosen Modul *Formular-Builder* an die " "spezifischen Informationen angepasst werden, die Ihr Team benötigt." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:60 msgid "" "The *Form Builder* module is installed automatically when a Form element is " "added to a web page via the Website Builder. It can also be installed " "manually from the :guilabel:`Apps` page." msgstr "" "Das Modul *Formular-Builder* wird automatisch installiert, wenn ein " "Formularelement über den Website-Builder zu einer Webseite hinzugefügt wird." " Es kann auch manuell über die :guilabel:`Apps`-Seite installiert werden." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Form Builder building blocks" msgstr "Bausteine des Formular-Builders" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:68 msgid "" "Forms can be created from scratch to serve a wide variety of purposes. " "However, Odoo's default *Contact Us* page is designed to fit most users' " "needs. Start with the default form and modify from there." msgstr "" "Formulare können von Grund auf neu erstellt werden, um eine Vielzahl von " "Zwecken zu erfüllen. Die standardmäßige „*Kontaktieren Sie uns*“-Seite von " "Odoo ist jedoch für die meisten Benutzer geeignet. Beginnen Sie mit dem " "Standardformular und ändern Sie es von dort aus." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73 msgid "Edit Contact Form fields" msgstr "Felder des Kontaktformulars bearbeiten" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:75 msgid "" "In Edit mode on your website, click on any field to start editing it. The " "following information can be edited for each field on the Contact Form:" msgstr "" "Klicken Sie im Bearbeitungsmodus Ihrer Website auf ein beliebiges Feld, um " "es zu bearbeiten. Die folgenden Informationen können für jedes Feld des " "Kontaktformulars bearbeitet werden:" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:78 msgid "" ":guilabel:`Type`: Choose a custom field option or an existing field. " "Examples include phone, file upload, language, etc." msgstr "" ":guilabel:`Typ`: Wählen Sie eine benutzerdefinierte Feldoption oder ein " "bestehendes Feld. Beispiel sind Telefon, Datei hochladen, Sprache usw." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:80 msgid "" ":guilabel:`Input Type`: Determine the type of entry customers should input. " "Available options are text,email, telephone, and URL." msgstr "" ":guilabel:`Eingabetyp`: Legen Sie die Art des Eintrags fest, den Kunden " "eingeben sollen. Die verfügbaren Optionen sind Text, E-Mail, Telefon und " "URL." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:82 msgid "" ":guilabel:`Input Placeholder`: Type in an example to guide users how to " "input information where formatting is important, such as a phone number or " "email address." msgstr "" ":guilabel:`Eingabeplatzhalter`: Geben Sie ein Beispiel ein, um den Benutzern" " zu zeigen, wie sie Informationen eingeben, bei denen die Formatierung " "wichtig ist, z. B. eine Telefonnummer oder eine E-Mail-Adresse." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:84 msgid "" ":guilabel:`Label Name`: Type in the display name to show users what " "information is needed from them." msgstr "" ":guilabel:`Bezeichnung`: Geben Sie den Anzeigenamen ein, um den Benutzern zu" " zeigen, welche Informationen von ihnen benötigt werden." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:86 msgid "" ":guilabel:`Label Position`: Choose the way the label is aligned with the " "rest of the form. The label can be hidden, above the field, to the far left " "of the field, or right adjusted and closer to the field." msgstr "" ":guilabel:`Position`: Wählen Sie aus, wie die Bezeichnung mit dem Rest des " "Formulars ausgerichtet werden soll. Die Bezeichnung kann verborgen, über dem" " Feld, ganz links vom Feld oder rechts und näher am Feld angezeigt werden." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:89 msgid "" ":guilabel:`Required`: Toggle this option for information that you absolutely" " need entered." msgstr "" ":guilabel:`Erforderlich`: Aktivieren Sie diese Option für Informationen, die" " unbedingt eingegeben werden müssen." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:90 msgid "" ":guilabel:`Hidden`: Toggle this option to hide the field without deleting " "it." msgstr "" ":guilabel:`Ausgeblendet`: Aktivieren Sie diese Option, um das Feld " "auszublenden, ohne es zu löschen." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:91 msgid "" ":guilabel:`Shown on Mobile`: Toggle this option to show the field to users " "on mobile devices." msgstr "" ":guilabel:`Auf Mobilgerät anzeigen`: Aktivieren Sie diese Option, um " "Benutzern das Feld auf ihren Mobilgeräten anzuzeigen." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Editable field options" msgstr "Bearbeitbare Feldoptionen" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:97 msgid "" "By default, when a Form is submitted, it sends you an email with the " "customer's inputted information. To have it automatically generate a " "lead/opportunity instead, edit the Form and select :guilabel:`Create an " "Opportunity` as the Action." msgstr "" "Wenn ein Formular eingereicht wird, erhalten Sie standardmäßig eine E-Mail " "mit den eingegebenen Daten des Kunden. Damit stattdessen automatisch ein " "Lead/eine Verkaufschance generiert wird, bearbeiten Sie das Formular und " "wählen Sie als Aktion :guilabel:`Eine Verkaufschance erstellen`." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:102 msgid "" "If leads are activated in your CRM settings, selecting :guilabel:`Create an " "Opportunity` generates a lead instead. To learn more about activating leads " "in the CRM settings, head over to :doc:`convert`." msgstr "" "Wenn Leads in Ihren CRM-Einstellungen aktiviert sind, wird bei der Auswahl " "von :guilabel:`Eine Verkaufschance aktivieren` stattdessen ein Lead " "generiert. Um mehr über die Aktivierung von Leads in den CRM-Einstellungen " "zu erfahren, gehen Sie zu :doc:`convert`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "Lead-Gewinnung" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:5 msgid "" "Lead mining is a feature that allows CRM users to generate new leads " "directly into their Odoo database. To ensure lead qualification, lead mining" " output is determined by a variety of filtering criteria, such as the " "country, the company size, and the industry." msgstr "" "Lead-Gewinnung ist eine Funktion, die es CRM-Benutzern ermöglicht, neue " "Leads direkt in ihrer Odoo-Datenbank zu generieren. Um die Qualifizierung " "der Leads zu gewährleisten, wird das Ergebnis der Lead-Gewinnung durch eine " "Reihe von Filterkriterien bestimmt, wie z. B. das Land, die " "Unternehmensgröße und die Branche." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:12 msgid "" "To get started, go to :menuselection:`CRM --> Configuration --> Settings` " "and activate :guilabel:`Lead Mining`." msgstr "" "Gehen Sie zuerst zu :menuselection:`CRM --> Konfiguration --> Einstellungen`" " und aktivieren Sie :guilabel:`Lead-Gewinnung`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "Aktivierung der Lead-Gewinnung in den CRM-Einstellungen von Odoo" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 msgid "Generate leads" msgstr "Leads generieren" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:22 msgid "" "After the :guilabel:`Lead Mining` setting is activated, a new button called " ":guilabel:`Generate Leads` is available to use in the :guilabel:`CRM` " "pipeline. Lead mining requests are also available through " ":menuselection:`CRM --> Configuration --> Lead Mining Requests`, or through " ":menuselection:`CRM --> Leads --> Leads` where the :guilabel:`Generate " "Leads` button is also available." msgstr "" "Sobald die Einstellung :guilabel:`Lead-Gewinnung` aktiviert ist, erscheint " "in der :guilabel:`CRM`-Pipeline eine neue Schaltfläche :guilabel:`Leads " "generieren`. Lead-Gewinnungsanfragen sind auch über :menuselection:`CRM --> " "Konfiguration --> Lead-Gewinnungsanfragen` oder über :menuselection:`CRM -->" " Leads --> Leads` verfügbar, wo die Schaltfläche :guilabel:`Leads " "generieren` angezeigt wird." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The Generate Leads button to use the lead mining feature." msgstr "" "Die Schaltfläche „Leads generieren“ zur Verwendung der Lead-" "Gewinnungsfunktion." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:32 msgid "" "Click on the :guilabel:`Generate Leads` button, and a window will appear " "offering a variety of criteria by which to generate leads." msgstr "" "Wenn Sie auf die Schaltfläche :guilabel:`Leads generieren` klicken, öffnet " "sich ein Fenster mit einer Reihe an Kriterien, anhand derer Leads generiert " "werden sollen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "" "The pop-up window with the selection criteria in order to generate leads in " "Odoo." msgstr "" "Das Pop-up-Fenster mit den Auswahlkriterien, um Leads in Odoo zu generieren." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:39 msgid "" "Choose to generate leads for :guilabel:`Companies` to get company " "information only, or choose :guilabel:`Companies and their Contacts` to get " "company information as well as individual employee contact information. When" " targeting :guilabel:`Companies and their Contacts`, there is an option to " "filter contacts based on :guilabel:`Role` or :guilabel:`Seniority`." msgstr "" "Entscheiden Sie, ob Sie Leads für :guilabel:`Unternehmen` generieren " "möchten, nur um Unternehmensinformationen zu erhalten, oder ob Sie " ":guilabel:`Unternehmen und deren Kontakte` wählen möchten, um sowohl " "Unternehmensinformationen als auch die Kontaktdaten einzelner Mitarbeiter zu" " erhalten. Bei der Auswahl von :guilabel:`Unternehmen und deren Kontakte` " "gibt es die Möglichkeit, Kontakte nach :guilabel:`Rolle` oder " ":guilabel:`Dienstalter` zu filtern." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "Additional filtering options include:" msgstr "Zusätzliche Filteroptionen sind:" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:46 msgid "" ":guilabel:`Size`: filter leads based on the number of employees at the " "company" msgstr "" ":guilabel:`Größe`: Filtern Sie Leads auf Grundlage der Anzahl Mitarbeiter " "eines Unternehmens." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:47 msgid "" ":guilabel:`Countries`: filter leads based on the country (or countries) they" " are located in" msgstr "" ":guilabel:`Länder`: Filtern Sie Leads auf Grundlage des Landes (oder der " "Länder), in dem/denen sie ansässig sind." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:48 msgid "" ":guilabel:`States`: further filter leads based on the state they are located" " in, if applicable" msgstr "" ":guilabel:`Bundesländer`: Filtern Sie Leads noch detaillierter auf Grundlage" " des Bundeslandes, in denen sie ansässig sind, falls zutreffend." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:49 msgid "" ":guilabel:`Industries`: filter leads based on the specific industry they " "work in" msgstr "" ":guilabel:`Branchen`: Filtern Sie Leads auf Grundlage der spezifischen " "Branche, in der sie tätig sind." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:50 msgid "" ":guilabel:`Sales Team`: choose which Sales Team the leads will be assigned " "to" msgstr "" ":guilabel:`Verkaufsteam`: Wählen Sie, welchem Verkaufsteam die Leads " "zugewiesen werden" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:51 msgid "" ":guilabel:`Salesperson`: choose which person(s) on the Sales Team the leads " "will be assigned to" msgstr "" ":guilabel:`Vertriebsmitarbeiter`: Wählen Sie, welchem/welchen " "Vertriebsmitarbeiter(n) im Verkaufsteam die Leads zugewiesen werden." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:52 msgid "" ":guilabel:`Default Tags`: choose which tags are applied directly to the " "leads once found" msgstr "" ":guilabel:`Standard-Stichwörter`: Wählen Sie aus, welche Stichwörter direkt " "auf die gefundenen Leads angewendet werden." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:55 msgid "" "Make sure to be aware of the latest EU regulations when receiving contact " "information. Get more information about the General Data Protection " "Regulation on `Odoo GDPR `_." msgstr "" "Achten Sie darauf, dass Sie beim Empfang von Kontaktinformationen die " "neuesten EU-Vorschriften beachten. Weitere Informationen über die Allgemeine" " Datenschutzverordnung finden Sie auf `Odoo DSGVO `_." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 #: ../../content/applications/sales/rental.rst:88 msgid "Pricing" msgstr "Positionen" #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:61 msgid "" "Lead mining is an *In-App Purchase* feature and each generated lead costs " "one credit." msgstr "" "Lead-Gewinnung ist eine *In-App-Kauf*-Funktion und jeder generierte Lead " "kostet ein Guthaben." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:63 msgid "" "Choosing to generate :guilabel:`Companies and their Contacts` costs one " "additional credit for each contact generated." msgstr "" "Bei der Auswahl von :guilabel:`Unternehmen und deren Kontakte` kostet jeder " "generierte Kontakt ein zusätzliches Guthaben." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" "Hier erfahren Sie mehr zur Preisgestaltung: `Lead-Generierung durch Odoo IAP" " `_." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:70 msgid "" "To buy credits, navigate to :menuselection:`CRM --> Configuration --> " "Settings`. In the :guilabel:`Lead Generation` section, under the " ":guilabel:`Lead Mining` feature, click on :guilabel:`Buy Credits`." msgstr "" "Um Guthaben zu kaufen, gehen Sie zu :menuselection:`CRM --> Konfiguration " "--> Einstellungen`. Im Abschnitt :guilabel:`Lead-Generierung` klicken Sie " "unter der Funktion :guilabel:`Lead-Gewinnung` auf :guilabel:`Guthaben " "kaufen`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Buy credits from the lead mining settings." msgstr "Guthaben aus den Lead-Gewinnungseinstellungen kaufen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:78 msgid "" "Credits may also be purchased by navigating to the :menuselection:`Settings " "--> General Settings`. In the :guilabel:`In-App Purchases` section, under " "the :guilabel:`Odoo IAP` feature, click on :guilabel:`View My Services`." msgstr "" "Guthaben kann auch unter :menuselection:`Einstellungen --> Allgemeine " "Einstellungen` erworben werden. Klicken Sie im Abschnitt :guilabel:`In-App-" "Käufe` unter der Funktion :guilabel:`Odoo IAP` auf :guilabel:`Meine Services" " anzeigen`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Buy credits in the Odoo IAP settings." msgstr "Guthaben in den Odoo-IAP-Einstellungen kaufen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:88 msgid "" "Users of Odoo Online (SaaS) Enterprise automatically have free trial credits" " in their database to test any IAP features." msgstr "" "Benutzer von Odoo Online (SaaS) Enterprise haben automatisch kostenloses " "Testguthaben in ihrer Datenbank, um jegliche IAP-Funktionen zu testen." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:92 msgid ":doc:`../../../general/in_app_purchase`" msgstr ":doc:`../../../general/in_app_purchase`" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:3 msgid "Create and send quotations" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:5 msgid "" "Once a qualified lead has been converted into an opportunity, the next step " "is to create and deliver a quotation. This process can be easily handled " "through Odoo's *CRM* application." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9 msgid "Create a new quotation" msgstr "Ein neues Angebot erstellen" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:11 msgid "" "To create a new quotation, open the :menuselection:`CRM app`, revealing the " ":guilabel:`Pipeline` page on the main *CRM* dashboard." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:14 msgid "" "From here, click on any opportunity to open it. Review the existing " "information and update any fields, if necessary." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:18 msgid "" "If a quotation has already been created for this opportunity, it can be " "found by clicking on the :guilabel:`Quotations` smart button at the top of " "the top of the form. The number of existing quotations is listed on the " "smart button, as well." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:22 msgid "" "At the top-left of the form, click the :guilabel:`New Quotation` button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "Qualified lead form with New Quotation button emphasized." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29 msgid "" "The :guilabel:`Customer` field is **not** required on the opportunity form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:31 msgid "" "However, customer information must be added or linked before a quotation can" " be sent. If the :guilabel:`Customer` field is left blank on the " "opportunity, clicking the :guilabel:`New Quotation` button opens a pop-up " "window with the following options:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:35 msgid "" ":guilabel:`Create a new customer`: creates a new customer record, using any " "available information provided on the opportunity form." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:37 msgid "" ":guilabel:`Link to an existing customer`: opens a drop-down field with " "existing customer names. Select a name to link this new quotation to an " "existing customer record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:39 msgid "" ":guilabel:`Do not link to a customer`: the quotation will **not** be linked " "to a customer, and no changes are made to the customer information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:42 msgid "" "Once this button is clicked, a new quotation form appears. Confirm the " "information in the top half of the form, and update any missing or incorrect" " fields:" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:45 msgid "" ":guilabel:`Customer`: the company or contact for whom this quotation was " "created." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:46 msgid "" ":guilabel:`Referrer`: if this customer was referred by another customer or " "contact, select it from the drop-down menu in this field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:48 msgid "" ":guilabel:`Invoice Address`: physical address where the invoice should be " "sent." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:49 msgid "" ":guilabel:`Delivery Address`: physical address where any products should be " "delivered." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:50 msgid "" ":guilabel:`Quotation Template`: if applicable, select a pre-configured " ":doc:`quotation template " "` from this field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52 msgid ":guilabel:`Expiration`: date when this quotation is no longer valid." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:53 msgid "" ":guilabel:`Quotation Date`: creation date of draft/sent orders, confirmation" " date of confirmed orders. Note that this field is only visible if " ":doc:`Developer mode (debug mode) ` is" " active." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:56 msgid "" ":guilabel:`Recurring Plan`: if this quotation is for a recurring product or " "subscription, select the recurring plan configuration to be used." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:58 msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:59 msgid "" ":guilabel:`Payment Terms`: select any applicable payment terms for this " "quotation." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:66 msgid "" "The :guilabel:`Expiration` field automatically populates based on the " "creation date of the quotation, and the default validity time frame." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:69 msgid "" "To update the default validity time frame, navigate to :menuselection:`Sales" " app --> Configuration --> Settings --> Quotations & Orders` and update the " ":guilabel:`Default Quotation Validity` field. To disable automatic " "expiration, enter `0` in this field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:73 msgid "When the desired changes are complete, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:75 msgid "" "When using a quotation template, the expiration date is based off of the " ":guilabel:`Quotation Validity` field on the template. To alter the validity " "date computation on a template, go to :menuselection:`Sales app --> " "Configuration --> Sales Orders --> Quotation Templates`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:79 msgid "" "Then, click on a template to open it, and update the number in the " ":guilabel:`Quotation Validity` field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:83 msgid "Order lines" msgstr "Auftragspositionen" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:85 msgid "" "After updating the customer, payment, and deadline information on the new " "quotation, the :guilabel:`Order Lines` tab can be updated with the " "appropriate product information." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:88 msgid "" "To do that, click :guilabel:`Add a product` in the :guilabel:`Order Lines` " "tab." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:90 msgid "" "Next, type the name of an item into the :guilabel:`Product` field to search " "through the product catalog. Then, select a product from the drop-down menu," " or create a new one by selecting :guilabel:`Create` or :guilabel:`Create " "and Edit`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:94 msgid "" "After selecting a product, update the :guilabel:`Quantity`, if necessary. " "Confirm the information in the remaining fields." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:97 msgid "" "To remove a line from the quotation, click the :guilabel:`🗑️ (trash can)` " "icon." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:99 msgid "Repeat the steps above until the quotation is complete." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:102 msgid "Preview and send quotation" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:104 msgid "" "To see a preview of the quotation as the customer will see it, click the " ":guilabel:`Preview` button. Doing so opens a preview in the " ":guilabel:`Customer Portal`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:107 msgid "" "After reviewing the customer preview, click :guilabel:`Return to edit mode` " "to return to the quotation form in the backend." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:110 msgid "" "When the quotation is ready to deliver to the customer, click the " ":guilabel:`Send by Email` button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:112 msgid "" "Doing so opens a pop-up window with a pre-configured email message. " "Information from the quotation, including the contact information, total " "cost, and quotation title are be imported from the quotation." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:116 msgid "A PDF of the quotation is added as an attachment to the email." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:119 msgid "" "A pre-loaded template is used to create the email message. To alter the " "template, click the internal link to the right of the :guilabel:`Load " "template` field, located at the bottom of the email pop-up window." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:123 msgid "" "To select a new template, select an option from the :guilabel:`Load " "template` drop-down menu." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:125 msgid "" "Proceed to make any necessary changes to the email, then click " ":guilabel:`Send`. A copy of the message is added to the *Chatter* of the of " "the record." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:128 msgid "" "After a quotation is sent, the originating opportunity's " ":guilabel:`Quotations` smart button updates with a new count. This " "quotation, and all other quotations can be accessed through this smart " "button at the top of the opportunity in the *CRM* app." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:132 msgid "" "Any quotations attached to the opportunity that are confirmed, and have " "therefore been converted to sales orders, will be deducted from the number " "listed on the :guilabel:`Quotations` smart button. Instead, the value of the" " sales order will appear in the :guilabel:`Orders` smart button located in " "the same control panel." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138 msgid "Mark an opportunity won or lost" msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:140 msgid "" "In order to keep the pipeline up to date and accurate, opportunities need to" " be identified as *won* or *lost* once a customer has responded to a " "quotation." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:143 msgid "" "To mark an opportunity as *won* or *lost*, return to the opportunity using " "the breadcrumbs at the top-left of the quotation form. Or navigate to " ":menuselection:`CRM app --> Sales --> My Pipeline` and click on the correct " "opportunity to open it." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:147 msgid "" "At the top-left of the form, click on either the :guilabel:`Won` or " ":guilabel:`Lost` button." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:149 msgid "" "If the opportunity is marked *won*, a green :guilabel:`Won` banner is added " "to the record, and it is moved to the :guilabel:`Won` stage." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:152 msgid "" "Marking an opportunity as *lost*, via the :guilabel:`Lost` button opens a " ":guilabel:`Mark Lost` pop-up window, where a :guilabel:`Lost Reason` can be " "entered." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:155 msgid "" "From the :guilabel:`Lost Reason` drop-down field, choose an existing lost " "reason. If no applicable reason is available, create a new one by entering " "it into the :guilabel:`Lost Reason` field, and clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:160 msgid "" "It's best practice to try and use pre-configured :guilabel:`Lost Reason` " "values as much as possible or to limit the creation of new values only to " "sales team leads. Using consistent values for this parameter will make " "pipeline analysis easier and more accurate when filtering for the " ":guilabel:`Lost Reason` parameter." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:165 msgid "" "To set up new values for this field, navigate to :menuselection:`CRM --> " "Configuration --> Lost Reasons`, and click both :guilabel:`New`and " ":guilabel:`Save` for each new entry added to the list." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:169 msgid "" "Additional notes and comments can be added in the :guilabel:`Closing Note` " "field." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:171 msgid "" "When all the desired information has been entered in the :guilabel:`Mark " "Lost` pop-up window, click :guilabel:`Mark as Lost`." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174 msgid "" "Upon clicking :guilabel:`Mark as Lost`, the pop-up window disappears, and " "Odoo returns to the opportunity form, where a new red :guilabel:`Lost` " "banner is now present in the upper-right corner of the opportunity." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:178 msgid "" "Once an opportunity is marked as *lost*, it is no longer considered active, " "and it is removed from the pipeline." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:181 msgid "" "In order to view a *lost* opportunity from the pipeline, click the " ":guilabel:`down arrow icon` to the right of the search bar, and select " "either :guilabel:`Lost` or :guilabel:`Archived` from the drop-down menu that" " appears." msgstr "" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:186 msgid "" "While opportunities that have been marked as *lost* are considered " "*Archived*, be advised that, in order for an opportunity to be included as " "*lost* in reporting, it **must** be specifically marked as *lost*, not " "*Archived*." msgstr "" #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "Ihre tägliche Arbeit optimieren" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "Wie motiviere und belohne ich meine Vertriebsmitarbeiter?" #: ../../content/applications/sales/crm/optimize/gamification.rst:5 msgid "" "Challenging your employees to reach specific targets with goals and rewards " "is an excellent way to reinforce good habits and improve your salespeople " "productivity. The Gamification module gives you simple and creative ways to " "motivate and evaluate your employees with real-time recognition and badges " "inspired by game mechanics." msgstr "" "Wenn Sie Ihre Mitarbeiter herausfordern, bestimmte Ziele mithilfe von " "Zielvorgaben und Belohnungen zu erreichen, ist das eine hervorragende " "Möglichkeit, gute Gewohnheiten zu festigen und die Produktivität Ihrer " "Vertriebsmitarbeiter zu verbessern. Das Gamification-Modul bietet Ihnen " "einfache und kreative Möglichkeiten, Ihre Mitarbeiter mit Echtzeit-" "Anerkennung und Abzeichen, die von Spielmechanismen inspiriert sind, zu " "motivieren und zu bewerten." #: ../../content/applications/sales/crm/optimize/gamification.rst:13 msgid "" "Install the *Gamification* module, or the *CRM gamification* one, which adds" " some useful data (goals and challenges) that can be used on *CRM/Sale*." msgstr "" "Installieren Sie das *Gamification*-Modul oder die *CRM-Gamification*, die " "nützliche Daten hinzufügt (Zielvorgaben und Herausforderungen), die in " "*CRM/Verkauf* genutzt werden können." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the gamification module being installed in Odoo" msgstr "Ansicht des in Odoo installierten Gamification-Moduls." #: ../../content/applications/sales/crm/optimize/gamification.rst:21 msgid "Create a challenge" msgstr "Eine Herausforderung erstellen" #: ../../content/applications/sales/crm/optimize/gamification.rst:23 msgid "" "Now, create your first challenge by going to :menuselection:`Settings --> " "Gamification Tools --> Challenges`." msgstr "" "Erstellen Sie nun Ihre erste Herausforderung in " ":menuselection:`Einstellungen --> Gamification-Tools --> Herausforderungen`." #: ../../content/applications/sales/crm/optimize/gamification.rst:27 msgid "" "As the gamification tool is a one-time technical setup, you need to activate" " the technical features in order to access the configuration. To do so, go " "to *Settings* and *Activate the developer mode*." msgstr "" "Da das Gamification-Tool eine einmalige technische Einrichtung ist, müssen " "Sie die technischen Funktionen aktivieren, um auf die Konfiguration " "zugreifen zu können. Gehen Sie dazu zu *Einstellungen* und *Entwicklermodus " "aktivieren*." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View if the gamification tools menu in Odoo Settings" msgstr "" "Ansicht, wenn das Menü für Gamification-Tools in Odoo Einstellungen " "aktiviert ist" #: ../../content/applications/sales/crm/optimize/gamification.rst:35 msgid "" "A challenge is a mission that you send to your sales team. It can include " "one or several goals, set for a specific period of time. Configure your " "challenge as follows:" msgstr "" "Eine Herausforderung ist eine Mission, die Sie an Ihr Verkaufsteam senden. " "Sie kann ein oder mehrere Ziele umfassen, die für einen bestimmten Zeitraum " "festgelegt werden. Konfigurieren Sie Ihre Aufgabe wie folgt:" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Assign the salespeople to be challenged;" msgstr "Weisen Sie die herauszufordernden Vertriebsmitarbeiter zu;" #: ../../content/applications/sales/crm/optimize/gamification.rst:39 msgid "Assign a responsible;" msgstr "Weisen Sie einen Verantwortlichen zu;" #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "Set up the periodicity along with the start and the end date;" msgstr "Legen Sie die Periodizität mit einem Start- und Enddatum fest;" #: ../../content/applications/sales/crm/optimize/gamification.rst:41 msgid "Select your goals;" msgstr "Wählen Sie Ihre Ziele aus;" #: ../../content/applications/sales/crm/optimize/gamification.rst:42 msgid "Set up your rewards (badges)." msgstr "Legen Sie Belohnungen (Abzeichen) fest." #: ../../content/applications/sales/crm/optimize/gamification.rst:45 msgid "" "Badges are granted when a challenge is finished. This is either at the end " "of a running period (eg: end of the month for a monthly challenge), at the " "end date of a challenge (if no periodicity is set), or when the challenge is" " manually closed." msgstr "" "Die Abzeichen werden vergeben, wenn die Herausforderung erfolgreich " "abgeschlossen wurde. Die Vergabe erfolgt entweder zum Ende eines laufenden " "Zeitraums (z. B. zum Ende einer monatlichen Herausforderung), am offiziellen" " Enddatum der Herausforderung (wenn kein Zeitraum zugeordnet wurde) oder " "wenn die Herausforderung manuell beendet wird." #: ../../content/applications/sales/crm/optimize/gamification.rst:49 msgid "" "In the example below, 2 employees are being challenged with a *Monthly Sales" " Target*. The challenge is based on 2 goals: the total amount invoiced and " "number of new leads generated. At the end of the month, the winner will be " "granted with a badge." msgstr "" "Im folgenden Beispiel werden 2 Mitarbeiter mit einem *monatlichen " "Verkaufsziel* herausgefordert. Die Herausforderung basiert auf 2 Zielen: dem" " insgesamt abgerechneten Betrag und der Anzahl der neu generierten Leads. Am" " Ende des Monats wird der Gewinner mit einem Abzeichen ausgezeichnet." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "" "View of the challenge form and a challenge being created for Odoo Sales" msgstr "" "Ansicht des Herausforderungsformulars und eine Herausforderung, die für Odoo" " Verkauf erstellt wird" #: ../../content/applications/sales/crm/optimize/gamification.rst:58 msgid "Set up goals" msgstr "Ziele festlegen" #: ../../content/applications/sales/crm/optimize/gamification.rst:60 msgid "" "The users can be evaluated using goals and numerical objectives to reach." msgstr "" "Die Benutzer können mithilfe von zu erreichenden Zielen und numerischen " "Zielvorgaben bewertet werden." #: ../../content/applications/sales/crm/optimize/gamification.rst:62 msgid "" "**Goals** are assigned through *challenges* that evaluate (see image above) " "and compare members of a team throughout time." msgstr "" "**Ziele** werden durch *Herausforderungen* zugewiesen, die die Mitglieder " "eines Teams im Laufe der Zeit bewerten (siehe Abbildung oben) und " "vergleichen." #: ../../content/applications/sales/crm/optimize/gamification.rst:66 msgid "" "You can create a new goal on the fly from a *Challenge* by clicking on *Add " "new item*, under *Goals*. Select the business object according to your " "company's needs. Examples: number of new leads, time to qualify a lead, " "total amount invoiced in a specific week, month or any other time frame " "based on your management preferences, etc." msgstr "" "Sie können aus einer *Herausforderung* ganz spontan ein neues Ziel " "erstellen, indem Sie unter *Ziele* auf *Neue Zeile hinzufügen* klicken. " "Wählen Sie das Geschäftsobjekt entsprechend den Anforderungen Ihres " "Unternehmens aus. Beispiele: Anzahl neuer Leads, Zeit für die Qualifizierung" " eines Leads, insgesamt abgerechneter Betrag in einer bestimmten Woche, " "einem bestimmten Monat oder einem anderen Zeitrahmen, der " "IhrenVerwaltungspräferenzen entspricht usw." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "" "View of the goal definition form and a goal definition being created for " "Odoo Sales" msgstr "" "Ansicht des Zieldefinitionsformulars und eine Zieldefinition, die für Odoo " "Verkauf erstellt wird" #: ../../content/applications/sales/crm/optimize/gamification.rst:73 msgid "" "Goals may include your database setup as well (e.g. set your company data " "and a timezone, create new users, etc.)." msgstr "" "Zu den Zielen kann auch die Einrichtung Ihrer Datenbank gehören (z. B. " "Einstellung Ihrer Unternehmensdaten und einer Zeitzone, Erstellung neuer " "Benutzer usw.)." #: ../../content/applications/sales/crm/optimize/gamification.rst:77 msgid "Set up rewards" msgstr "Belohnungen festlegen" #: ../../content/applications/sales/crm/optimize/gamification.rst:79 msgid "" "For non-numerical achievements, **Badges** can be granted to users. From a " "simple thank you to an exceptional achievement, a badge is an easy way to " "express gratitude to a user for their good work. To create and grant badges " "to your employees based on their performance, go to :menuselection:`Settings" " --> Gamification Tools --> Badges`." msgstr "" "Für nichtnumerische Leistungen können **Abzeichen** an Benutzer vergeben " "werden. Von einem einfachen Dankeschön bis hin zu einer außergewöhnlichen " "Leistung ist ein Abzeichen eine einfache Möglichkeit, sich bei einem " "Benutzer für seine gute Arbeit zu bedanken. Um Abzeichen zu erstellen und " "Ihren Mitarbeitern diese auf der Grundlage ihrer Leistung zu verleihen, " "gehen Sie zu :menuselection:`Einstellungen --> Gamification-Tools --> " "Abzeichen`." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the badges page in Odoo" msgstr "Ansicht der Abzeichenseite in Odoo" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich your contacts base with Partner Autocomplete" msgstr "Ihre Kontakte mit automatischer Partnervervollständigung anreichern" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:5 msgid "" "Partner Autocomplete helps you to enrich your contacts database with " "corporate data. Select one of the companies suggested in the dropdown, and " "quickly get all the information you need." msgstr "" "Partner-Autovervollständigung hilft Ihnen, Ihre Kontaktdatenbank mit " "Unternehmensdaten anzureichern. Wählen Sie eines der in der Drop-down-Liste " "vorgeschlagenen Unternehmen aus und Sie erhalten schnell alle benötigten " "Informationen." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11 msgid "" "Go to :menuselection:`Settings --> Contacts` and activate the *Partner " "Autocomplete* feature." msgstr "" "Gehen Sie zu :menuselection:`Einstellungen --> Verträge` und aktivieren Sie " "die Funktion *Partner-Autovervollständigung*." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "View of settings page and the activations of the feature in Odoo" msgstr "" "Ansicht der Einstellungsseite und der Aktivitäten der Funktion in Odoo." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:18 msgid "Enrich your contacts with corporate data" msgstr "Ihre Kontakte mit Unternehmensdaten anreichern" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:22 msgid "" "From any module, once you start to create a new contact typing the name of " "it, the system will suggest a potential match. If you select it, the contact" " will be populated with corporate data." msgstr "" "Sobald Sie in einem beliebigen Modul einen neuen Kontakt erstellen und den " "Namen eingeben, schlägt das System eine mögliche Übereinstimmung vor. Wenn " "Sie ihn auswählen, wird der Kontakt mit Unternehmensdaten gefüllt." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:23 msgid "" "For example, after typing *Odoo*, you will get the following information:" msgstr "" "Wenn Sie zum Beispiel *Odoo* eingeben, erhalten Sie die folgenden " "Informationen:" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "Creating a new contact in Odoo" msgstr "Erstellung eines neuen Kontakts in Odoo" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "" "View of the information being shown about odoo with the autocomplete option " "in Odoo" msgstr "" "Ansicht der über Odoo mit der Autovervollständigungsoption angezeigten " "Informationen in Odoo" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:33 msgid "" "Partner Autocomplete also works if you enter a VAT number instead of a " "company name." msgstr "" "Partner-Autovervollständigung funktioniert auch, wenn Sie eine MwSt.-Nummer " "statt des Namens eines Unternehmens eingeben." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:39 msgid "" "*Partner Autocomplete* is an *In-App Purchase (IAP)* service, which requires" " prepaid credits to be used. Each request will consume one credit." msgstr "" "*Partner-Autovervollständigung* ist ein *In-App-Kauf*-Dienst (IAP), welcher " "im Voraus bezahltes Guthaben erfordert, um die Funktion nutzen zu können. " "Jede Anfrage verbraucht ein Guthaben." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:41 msgid "" "To buy credits, go to :menuselection:`Settings --> Contacts --> Partner " "Autocomplete or Odoo IAP --> View My Services` and select a package." msgstr "" "Gehen Sie zu :menuselection:`Einstellungen --> Kontakte --> Partner-" "Autovervollständigung oder Odoo IAP --> Meine Services ansehen` und wählen " "Sie ein Paket aus." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:44 msgid "" "If you run out of credits, the only information that will be populated when " "clicking on the suggested company will be the website link and the logo." msgstr "" "Wenn Sie kein Guthaben mehr haben, wird bei Klick auf das vorgeschlagene " "Unternehmen lediglich der Website-Link und das Logo übermittelt." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:46 msgid "" "If you are on Odoo Online and you have the Enterprise version, you benefit " "from free trial credits to test the feature." msgstr "" "Wenn Sie mit Odoo Online arbeiten und die Enterprise-Version verwenden, " "können Sie die Funktion kostenlos testen." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48 msgid "" "Learn about our *Privacy Policy* `here " "`_." msgstr "" "`Hier `_ erfahren Sie mehr über " "unsere Datenschutzrichtlinien." #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "Leistung analysieren" #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Pipeline-Auswertung" #: ../../content/applications/sales/crm/performance/win_loss.rst:5 msgid "" "The *CRM* app manages the sales pipeline as leads/opportunities move from " "stage to stage, origination to sale (**Won**) or archival (**Lost**)." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:8 msgid "" "After organizing the pipeline, use the search options and reports available " "on the *Pipeline Analysis* page to gain insight into the effectiveness of " "the pipeline and its users." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "" "To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> " "Reporting --> Pipeline`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "Open the CRM app and click on the Reporting tab along the top, then click " "Pipeline." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:20 msgid "Navigate the pipeline analysis page" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:22 msgid "" "Upon accessing the :guilabel:`Pipeline Analysis` page, a bar graph " "showcasing the leads from the past year automatically populates. The bars " "represent the number of leads in each stage of the sales pipeline, color-" "coded to show the month the lead reached that stage." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The default state of the Pipeline Analysis page is a graph, with many " "options to change it." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:30 msgid "" "The interactive elements of the :guilabel:`Pipeline Analysis` page " "manipulate the graph to report different metrics in several views. From " "left-to-right, top-to-bottom, the elements include:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:33 msgid "" ":guilabel:`Actions`: represented by the :guilabel:`⚙️ (gear)` icon, located " "next to the :guilabel:`Pipeline Analysis` page title. When clicked, a drop-" "down menu appears with three options, each with their own sub-menu: " ":guilabel:`Knowledge`, :guilabel:`Dashboard`, :guilabel:`Spreadsheet`. (See " ":ref:`Save and share reports ` for more information)" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:39 msgid "" "The :guilabel:`Knowledge` option is for linking to or inserting the graph in" " a *Knowledge* app article." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:41 msgid "" "The :guilabel:`Dashboard` option is for adding the graph to a dashboard in " "the *Dashboards* app." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:42 msgid "" "The :guilabel:`Spreadsheet` option is for linking the graph in a spreadsheet" " in the *Documents* app." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:44 msgid "" ":guilabel:`Search...` bar: shows the filters and groupings currently being " "applied to the graph. To add new filters/groups, type them into the search " "bar, or click the :guilabel:`⬇️ (down arrow)` icon, at the end of the bar, " "to open a drop-down menu of options. (See :ref:`Search Options " "` for more information)" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:49 msgid "" "In the upper-right corner, there are view options represented by different " "icons. (See :ref:`View Options ` for more information)" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:52 msgid "" ":guilabel:`Graph` view: displays the data in a bar graph. This is the " "default view." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:53 msgid "" ":guilabel:`Pivot` view: displays the data in a customizable, categorized " "metrics table." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:54 msgid "" ":guilabel:`Cohort` view: displays and organizes the data, based on their " ":guilabel:`Created on` and :guilabel:`Closed Date` week (default), day, " "month, or year." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:56 msgid ":guilabel:`List` view: displays the data in a list." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:58 msgid "" "Located on the far-left side of the page, beneath the :guilabel:`Pipeline " "Analysis` page title, there are more configurable filter and view options." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:61 msgid "" ":guilabel:`Measures`: opens a drop-down menu of different measurement " "options that can be seen in the graph, pivot, or cohort view. The " ":guilabel:`Measure` drop-down menu is not available in the list view. (See " ":ref:`Measurement Options ` for more information)" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:64 msgid "" ":guilabel:`Insert in Spreadsheet`: opens a pop-up window with options for " "adding a graph or pivot table to a spreadsheet in the *Documents* app or a " "dashboard in the *Dashboards* app. This option is not available in the " "cohort or list view." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:68 msgid "With the graph view selected, the following options are available:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:70 msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:71 msgid ":guilabel:`Line Chart`: switches the graph to a line chart." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:72 msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:73 msgid "" ":guilabel:`Stacked`: when selected, the results of each stage of the graph " "are stacked on top of each other. When not selected, the results in each " "stage are shown as individual bars." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:75 msgid "" ":guilabel:`Descending`: re-orders the stages in the graph in descending " "order from left-to-right. Click the icon a second time to deselect it. " "Depending on the search criteria, this option may not be available." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:78 msgid "" ":guilabel:`Ascending`: re-orders the stages in the graph in ascending order " "from left-to-right. Click the icon a second time to deselect it. Depending " "on the search criteria, this option may not be available." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:82 msgid "With the pivot view selected, the following options are available:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:84 #: ../../content/applications/sales/crm/performance/win_loss.rst:326 msgid ":guilabel:`Flip Axis`: flips the X and Y axis for the entire table." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:85 #: ../../content/applications/sales/crm/performance/win_loss.rst:327 msgid "" ":guilabel:`Expand All`: when additional groupings are selected using the " ":guilabel:`➕ (plus sign)` icons, this button opens those groupings under " "every row." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:87 #: ../../content/applications/sales/crm/performance/win_loss.rst:329 msgid ":guilabel:`Download xlsx`: downloads the table as an Excel file." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:92 msgid "Search options" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:94 msgid "" "The :guilabel:`Pipeline Analysis` page can be customized with various " "filters and grouping options." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:96 msgid "" "To add new search criteria, type the desired criteria into the search bar, " "or click the :guilabel:`⬇️ (down arrow)` icon, next to the search bar, to " "open a drop-down menu of all options. See the sections below for more " "information on what each option does." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "Clicking on the down arrow next to the search bar opens a menu of filters " "for the analysis." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:106 msgid "Filters" msgstr "Filter" #: ../../content/applications/sales/crm/performance/win_loss.rst:108 msgid "" "The :guilabel:`Filters` section allows users to add pre-made and custom " "filters to the search criteria. Multiple filters can be added to a single " "search." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:111 msgid ":guilabel:`My Pipeline`: show leads assigned to the current user." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:112 msgid "" ":guilabel:`Opportunities`: show leads that have been qualified as " "opportunities." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:113 msgid "" ":guilabel:`Leads`: show leads that have yet to be qualified as " "opportunities." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:114 msgid ":guilabel:`Active`: show active leads." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:115 msgid ":guilabel:`Inactive`: show inactive leads." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:116 msgid ":guilabel:`Won`: show leads that have been marked **Won**." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:117 msgid ":guilabel:`Lost`: show leads that have been marked **Lost**." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:118 msgid "" ":guilabel:`Created On`: show leads that were created during a specific " "period of time. By default, this is the past year, but it can be adjusted as" " needed, or removed entirely." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:120 msgid "" ":guilabel:`Expected Closing`: show leads that are expected to close (marked " "**Won**) during a specific period of time." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:122 msgid "" ":guilabel:`Date Closed`: show leads that were closed (marked **Won**) during" " a specific period of time." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:124 msgid "" ":guilabel:`Archived`: show leads that have been archived (marked **Lost**)." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:125 msgid "" ":guilabel:`Add Custom Filter`: allows the user to create a custom filter " "with numerous options. (See :ref:`Add Custom Filters and Groups " "` for more information)" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:129 msgid "Group By" msgstr "Gruppieren nach" #: ../../content/applications/sales/crm/performance/win_loss.rst:131 msgid "" "The :guilabel:`Group By` section allows users to add pre-made and custom " "groupings to the search results. Multiple groupings can be added to split " "results into more manageable chunks." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:135 msgid "" "The order that groupings are added affects how the final results are " "displayed. Try selecting the same combinations in a different order to see " "what works best for each use case." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:139 msgid "" ":guilabel:`Salesperson`: groups the results by the Salesperson to whom a " "lead is assigned." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:140 msgid "" ":guilabel:`Sales Team`: groups the results by the Sales Team to whom a lead " "is assigned." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:141 msgid "" ":guilabel:`City`: groups the results by the city from which a lead " "originated." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:142 msgid "" ":guilabel:`Country`: groups the results by the country from which a lead " "originated." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:143 msgid "" ":guilabel:`Company`: groups the results by the company to which a lead " "belongs (if multiple companies are activated in the database)." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:145 msgid "" ":guilabel:`Stage`: groups the results by the stages of the sales pipeline." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:146 msgid "" ":guilabel:`Campaign`: groups the results by the marketing campaign from " "which a lead originated." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:148 msgid "" ":guilabel:`Medium`: groups the results by the medium (Email, Google Adwords," " Website, etc.) from which a lead originated." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:150 msgid "" ":guilabel:`Source`: groups the results by the source (Search engine, Lead " "Recall, Newsletter, etc.) from which a lead originated." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:152 msgid "" ":guilabel:`Creation Date`: groups the results by the date a lead was added " "to the database." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:153 msgid "" ":guilabel:`Conversion Date`: groups the results by the date a lead was " "converted to an opportunity." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:155 msgid "" ":guilabel:`Expected Closing`: groups the results by the date a lead is " "expected to close (marked \"Won\")." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:157 msgid "" ":guilabel:`Closed Date`: groups the results by the date a lead was " "closed(marked \"Won\")." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:158 msgid "" ":guilabel:`Lost Reason`: groups the results by the reason selected when a " "lead was marked \"Lost.\"" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:160 msgid "" ":guilabel:`Add Custom Group`: allows the user to create a custom group with " "numerous options. (See :ref:`Adding Custom Filters and Groups " "` for more information)" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:164 msgid "Comparison" msgstr "Vergleich" #: ../../content/applications/sales/crm/performance/win_loss.rst:166 msgid "" "The :guilabel:`Comparison` section allows users to add comparisons to the " "same search criteria over another period of time." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:169 msgid "" "This option is only available if the search includes time-based filters, " "such as :guilabel:`Created On`, :guilabel:`Expected Closing`, or " ":guilabel:`Date Closed`. While multiple time-based filters can be added at " "once, only one comparison can be selected at a time." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:174 msgid "" ":guilabel:`Previous Period`: adds a comparison to the same search criteria " "from the previous period." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:176 msgid "" ":guilabel:`Previous Year`: adds a comparison to the same search criteria " "from the previous year." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:179 msgid "Favorites" msgstr "Favoriten" #: ../../content/applications/sales/crm/performance/win_loss.rst:181 msgid "" "The :guilabel:`Favorites` section allows users to save a search for later, " "so it does not need to be recreated every time." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:184 msgid "" "Multiple searches can be saved, shared with others, or even set as the " "default for whenever the :guilabel:`Pipeline Analysis` page is opened." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:187 msgid "" ":guilabel:`Save current search`: save the current search criteria for later." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:189 msgid "" ":guilabel:`Default filter`: when saving a search, check this box to make it " "the default search filter when the :guilabel:`Pipeline Analysis` page is " "opened." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:191 msgid "" ":guilabel:`Shared`: when saving a search, check this box to make it " "available to other users." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:197 msgid "Add custom filters and groups" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:199 msgid "" "In addition to the pre-made options in the search bar, the " ":guilabel:`Pipeline Analysis` page can also utilize custom filters and " "groups." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:202 msgid "" "Custom filters are complex rules that further customize the search results, " "while custom groups display the information in a more organized fashion." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:205 msgid "**To add a custom filter:**" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:207 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` " "icon next to the :guilabel:`Search...` bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:209 msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:210 msgid "" "The :guilabel:`Add Custom Filter` pop-up window appears with a default rule " "(:guilabel:`Country is in _____`) comprised of three unique fields. These " "fields can be edited to make a custom rule, and multiple rules can be added " "to a single custom filter." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:213 msgid "" "To edit a rule, start by clicking the first field (:guilabel:`Country`), and" " select an option from the drop-down menu. The first field determines the " "primary subject of the rule." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:215 msgid "" "Next, click the second field, and select an option from the drop-down menu. " "The second field determines the relationship of the first and third fields, " "and is usually an **is** or **is not** statement, but can also be **greater " "than or less than** statements, and more." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:218 msgid "" "Finally, click the third field, and select an option from the drop-down " "menu. The third field determines the secondary subject of the rule." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:220 msgid "With all three fields selected, the rule is complete." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:222 msgid "" "**To add more rules:** click :guilabel:`New Rule` and repeat steps 4-7, as " "needed." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:223 msgid "" "**To delete a rule:** click the :guilabel:`🗑️ (trash)` icon to the right of " "the rule." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:224 msgid "" "**To duplicate an existing rule:** click the :guilabel:`➕ (plus sign)` icon " "to the right of the rule." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:226 msgid "" "**To create more complex rules:** click the :guilabel:`Add branch` icon to " "the right of the rule. This adds another modifier below the rule for adding " "an \"all of\" or \"any of\" statement." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The add branch feature allows the creation of more complex all or any " "statements for rules." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:233 msgid "" "Once all rules have been added, click :guilabel:`Add` to add the custom " "filter to the search criteria." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:236 msgid "" "**To remove a custom filter:** click the :guilabel:`✖️ (x)` icon beside the " "filter in the search bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:239 msgid "**To add a custom group:**" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:241 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`down arrow` " "icon next to the search bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:243 msgid "" "In the drop-down menu that appears, click :guilabel:`Add Custom Group`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:244 msgid "" "Scroll through the options in the drop-down menu, and select one or more " "groups." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:246 msgid "" "**To remove a custom group:** click the :guilabel:`✖️ (x)` icon beside the " "custom group in the search bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:252 msgid "Measurement options" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:254 msgid "" "By default, the :guilabel:`Pipeline Analysis` page measures the total " ":guilabel:`Count` of leads that match the search criteria, but can be " "changed to measure other items of interest." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:257 msgid "" "To change the selected measurement, click the :guilabel:`Measures` button on" " the top-left of the page, and select one of the following options from the " "drop-down menu:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:260 msgid "" ":guilabel:`Days to Assign`: measures the number of days it took a lead to be" " assigned after creation." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:262 msgid "" ":guilabel:`Days to Close`: measures the number of days it took a lead to be " "closed (marked **Won**)." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:264 msgid "" ":guilabel:`Days to Convert`: measures the number of days it took a lead to " "be converted to an opportunity." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:266 msgid "" ":guilabel:`Exceeded Closing Days`: measures the number of days by which a " "lead exceeded its Expected Closing date." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:268 msgid "" ":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:269 msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:270 msgid "" ":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of" " a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:271 msgid "" ":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring " "Revenues of a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:272 msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:273 msgid "" ":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:274 msgid "" ":guilabel:`Count`: measures the total amount of leads that match the search " "criteria." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:279 msgid "View options" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:281 msgid "" "After configuring filters, groupings, and measurements, the " ":guilabel:`Pipeline Analysis` page can display the data in a variety of " "ways. By default, the page uses the graph view, but can be changed to a " "pivot view, cohort view, or list view." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:285 msgid "" "To change the pipeline to a different view, click one of the four view " "icons, located in the top-right of the :guilabel:`Pipeline Analysis` page." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:290 msgid "Graph View" msgstr "Diagrammansicht" #: ../../content/applications/sales/crm/performance/win_loss.rst:292 msgid "" "The graph view is the default selection for the :guilabel:`Pipeline " "Analysis` page. It displays the analysis as either a: bar chart, line chart," " or pie chart." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:295 msgid "" "This view option is useful for quickly visualizing and comparing simple " "relationships, like the :guilabel:`Count` of leads in each stage, or the " "leads assigned to each :guilabel:`Salesperson`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:299 msgid "" "By default, the graph measures the :guilabel:`Count` of leads in each group," " but this can be changed by clicking the :guilabel:`Measures` button, and " ":ref:`selecting another option ` from the resulting drop-" "down menu." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "The Graph View displays the analysis as a Bar Chart, Line Chart, or Pie " "Chart." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:308 msgid "" "When using a bar chart in this view, consider deselecting the " ":guilabel:`Stacked` option, in order to make the breakdown of results more " "legible." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:311 #: ../../content/applications/sales/crm/performance/win_loss.rst:512 msgid "Pivot View" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:313 msgid "" "The pivot view displays the results of the analysis as a table. By default, " "the table groups the results by the stages of the sales pipeline, and " "measures :guilabel:`Expected Revenue`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:316 msgid "" "The pivot view is useful for analyzing more detailed numbers than the graph " "view can handle, or for adding the data to a spreadsheet, where custom " "formulas can be set up, like in an Excel file." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Pivot View displays the analysis as a table." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:324 msgid "" "The three icons at the top-left of the page perform the following functions:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:332 msgid "" "The :guilabel:`Stage` grouping cannot be removed, but the measurement can be" " changed by clicking the :guilabel:`Measures` button, and selecting another " "option." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:335 msgid "Cohort View" msgstr "Kohorten-Ansicht" #: ../../content/applications/sales/crm/performance/win_loss.rst:337 msgid "" "The cohort view displays the analysis as periods of time (cohorts) that can " "be set to days, weeks, months, or years. By default, :guilabel:`Week` is " "selected." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:340 msgid "" "This view option is useful specifically for comparing how long it has taken " "to close leads." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Cohort View displays the analysis as individual weeks of the year." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:346 msgid "" "From left-to-right, top-to-bottom, the columns in the chart represent the " "following:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:348 msgid "" ":guilabel:`Created On`: rows in this column represent the weeks of the year," " in which records matching the search criteria exist." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:351 msgid "" "When set to :guilabel:`Week`, a row with the label :guilabel:`W52 2023` " "means the results occurred in: Week 52 of the Year 2023." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:353 msgid "" ":guilabel:`Measures`: the second column in the chart is the measurement of " "the results. By default, it is set to :guilabel:`Count`, but can be changed " "by clicking the :guilabel:`Measures` button, and selecting an option from " "the drop-down menu." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:356 msgid "" ":guilabel:`Closed Date - By Day/Week/Month/Year`: this column looks at what " "percentage of the measured results were closed in subsequent " "days/weeks/months/years." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:358 msgid "" ":guilabel:`Average`: this row provides the average of all other rows in the " "column." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:360 msgid "" "The cohort view can also be downloaded as an Excel file, by clicking the " ":guilabel:`Download` icon in the top-left of the page." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:363 #: ../../content/applications/sales/crm/performance/win_loss.rst:537 msgid "List View" msgstr "Listenansicht" #: ../../content/applications/sales/crm/performance/win_loss.rst:365 msgid "" "The list view displays a single list of all leads matching the search " "criteria. Clicking a lead opens the record for closer review. Additional " "details such as :guilabel:`Country`, :guilabel:`Medium`, and more can be " "added to the list, by clicking the :guilabel:`Filters` icon in the top-right" " of the list." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:370 msgid "This view option is useful for reviewing many records at once." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "The List View displays a single list of all records matching the search " "criteria." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:376 msgid "" "Clicking the :guilabel:`⚙️ (gear)` icon opens the Actions drop-down menu, " "with options for the following:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:379 msgid "" ":guilabel:`Import records`: opens a page for uploading a spreadsheet of " "data, as well as a template spreadsheet to easily format that data." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:381 msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:382 msgid "" ":guilabel:`Knowledge`: inserts a view of, or link to, the list in an article" " in the *Knowledge* app." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:384 msgid "" ":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* " "app." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:385 msgid "" ":guilabel:`Spreadsheet`: links to, or inserts, the list in a spreadsheet in " "the *Documents* app." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:389 msgid "" "On the list view, clicking :guilabel:`New` closes the list, and opens the " "*New Quotation* page. Clicking :guilabel:`Generate Leads` opens a pop-up " "window for lead generation. Neither feature is intended to manipulate the " "list view." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:396 msgid "Create reports" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:398 msgid "" "After understanding how to :ref:`navigate the pipeline analysis page " "`, the :guilabel:`Pipeline Analysis` page can be used to " "create and share different reports. Between the pre-made options and custom " "filter and groupings, almost any combination is possible." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:402 msgid "" "Once created, reports can be :ref:`saved to favorites, shared with other " "users, and/or added to dashboards and spreadsheets `." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:405 msgid "" "A few common reports that can be created using the :guilabel:`Pipeline " "Analysis` page are detailed below." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:411 msgid "Win/Loss reports" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:413 msgid "" "Win/Loss is a calculation of active or previously active leads in a pipeline" " that were either marked as **Won** or **Lost** over a specific period of " "time. By calculating opportunities won over opportunities lost, teams can " "clarify key performance indicators (KPIs) that are converting leads into " "sales, such as specific teams or team members, certain marketing mediums or " "campaigns, and so on." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:419 msgid "" "\\begin{equation}\n" "Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n" "\\end{equation}\n" "\n" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:424 msgid "" "A win/loss report filters the leads from the past year, whether won or lost," " and groups the results by their stage in the pipeline. Creating this report" " requires a custom filter, and grouping the results by :guilabel:`Stage`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The search criteria for win/loss reports is Created On, Stage, and Active is" " in true false." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:432 msgid "Follow the steps below to create a win/loss report:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:434 msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:435 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down " "arrow)` icon, next to the search bar, to open a drop-down menu of filters " "and groupings." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu containing the filters for a basic win/loss report." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:442 msgid "" "In drop-down menu that appears, under the :guilabel:`Group By` heading, " "click :guilabel:`Stage`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:443 msgid "" "Under the :guilabel:`Filters` heading, click :guilabel:`Add Custom Filter` " "to open another pop-up menu." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:445 msgid "" "In the :guilabel:`Add Custom Filter` pop-up menu, click on the first field " "in the :guilabel:`Match any of the following rules:` section. By default, " "this field displays :guilabel:`Country`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:448 msgid "" "Clicking that first field reveals a sub-menu with numerous options to choose" " from. From this sub-menu, locate and select the :guilabel:`Active` option. " "Doing so automatically populates the remaining fields." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:452 msgid "" "The first field reads: :guilabel:`Active`. The second field reads: " ":guilabel:`is`. And lastly, the third field reads: :guilabel:`set`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:455 msgid "In total, the rule reads: :guilabel:`Active is set`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:456 msgid "" "Click :guilabel:`New Rule`, change the first field to :guilabel:`Active`, " "and the last field to :guilabel:`not set`. In total, the rule reads " ":guilabel:`Active is not set`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:458 #: ../../content/applications/sales/crm/performance/win_loss.rst:640 msgid "Click :guilabel:`Add`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "The Add Custom Filter menu showing two rules: (1) Active is set, and (2) " "Active is not set." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:464 msgid "" "The report now displays the total :guilabel:`Count` of leads, whether " "\"Won\" or \"Lost,\" grouped by their stage in the CRM pipeline. Hover over " "a section of the report to see the number of leads in that stage." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst-1 msgid "" "A basic win/loss report showing all leads whether won or lost grouped by " "stage." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:473 msgid "Customize win/loss reports" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:475 msgid "" "After :ref:`creating a win/loss report `, consider using " "the options below to customize the report for different needs." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:479 msgid "" "A sales manager might group wins and losses by salesperson, or sales team, " "to see who has the best conversion rate. Or, a marketing team might group by" " sources, or medium, to determine where their advertising has been most " "successful." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:485 msgid "Filters and groups" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:487 msgid "" "To add more filters and groups, click the :guilabel:`⬇️ (down arrow)` icon, " "next to the search bar, and select one or more options from the drop-down " "menu." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:490 msgid "Some useful options include:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:492 msgid "" ":guilabel:`Created on`: adjusting this filter to a different period of time," " such as the last 30 days, or the last quarter, can provide more timely " "results." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:494 msgid "" ":guilabel:`Add Custom Filter`: clicking this option, and scrolling through " "the numerous options in the drop-down menu, opens up additional search " "criteria, like :guilabel:`Last Stage Update` or :guilabel:`Lost Reason`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:497 msgid "" ":guilabel:`Add Custom Group > Active`: Clicking :menuselection:`Add Custom " "Group --> Active` separates the results into **Won** (:guilabel:`true`) or " "**Lost** (:guilabel:`false`). This shows at what stage leads are being " "marked **Won** or **Lost**." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:500 msgid "" ":guilabel:`Multiple Groupings`: add multiple :guilabel:`Group By` selections" " to split results into more relevant and manageable chunks." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:503 msgid "" "Adding :guilabel:`Salesperson` or :guilabel:`Sales Team` breaks up the total" " count of leads in each :guilabel:`Stage`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:505 msgid "" "Adding :guilabel:`Medium` or :guilabel:`Source` can reveal what marketing " "avenues generate more sales." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu open and the Won and Lost filters highlighted." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:514 msgid "" "By default, pivot view groups win/loss reports by :guilabel:`Stage` and " "measures :guilabel:`Expected Revenue`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:517 msgid "To flesh out the table:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:519 msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:520 msgid "" "In the pop-up menu, replace the :guilabel:`Stage` grouping with something " "like :guilabel:`Salesperson` or :guilabel:`Medium`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:522 msgid "" "Click the :guilabel:`Measures` button and click :guilabel:`Count` to add the" " number of leads back into the report." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:525 msgid "" "Other useful measures for pivot view include :guilabel:`Days to Assign` and " ":guilabel:`Days to Close`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "A win/loss report in Pivot View displays the data in table form." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:533 msgid "" "In pivot view, the :guilabel:`Insert In Spreadsheet` button may be greyed " "out due to the report containing :guilabel:`duplicate group bys`. To fix " "this, replace the :guilabel:`Stage` grouping in the search bar with another " "option." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:539 msgid "In list view, a win/loss report displays all leads on a single page." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:541 msgid "" "To better organize the list, click the :guilabel:`⬇️ (down arrow)` next to " "the search bar, and add more relevant groupings or re-organize the existing " "ones. To re-order the nesting, remove all :guilabel:`Group By` options and " "re-add them in the desired order." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:545 msgid "To add more columns to the list:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:547 msgid "Click the :guilabel:`Filters` icon in the top-right of the page." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:548 msgid "" "Select options from the resulting drop-down menu. Some useful filters " "include:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:550 msgid "**Campaign**: Shows the marketing campaign that originated each lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:551 msgid "" "**Medium**: Shows the marketing medium (Banner, Direct, Email, Google " "Adwords, Phone, Website, etc.) that originated each lead." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:553 msgid "" "**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search " "Engine, etc.)." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "A win/loss report in List View displays all leads in an easy-to-read list." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:562 msgid "Save and share reports" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:564 msgid "" "After :ref:`creating a report `, the search criteria can " "be saved, so the report does not need to be created again in the future. " "Saved searches automatically update their results every time the report is " "opened." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:568 msgid "" "Additionally, reports can be shared with others, or added to " "spreadsheets/dashboards for greater customization and easier access." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:573 msgid "Save to Favorites" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:575 msgid "To save a report for later:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:577 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⬇️ (down " "arrow)` icon, next to the search bar." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:579 msgid "" "In the drop-down menu that appears, under the :guilabel:`Favorites` heading," " click :guilabel:`Save current search`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:581 msgid "In the next drop-down menu that appears, enter a name for the report." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:583 msgid "" "Checking the :guilabel:`Default filter` box sets this report as the default " "analysis when the :guilabel:`Pipeline Analysis` page is accessed." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:585 msgid "" "Checking the :guilabel:`Shared` box makes this report available to other " "users." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:587 msgid "" "Finally, click :guilabel:`Save`. The report is now saved under the " ":guilabel:`Favorites` heading." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Under the Favorites heading, click Save current search and save the report " "for later." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:594 msgid "Add to a Spreadsheet" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:596 msgid "" "Inserting a report into a spreadsheet not only saves a copy of the report, " "it allows users to add charts and formulas like in an Excel file." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:599 msgid "To save a report as a spreadsheet:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:601 msgid "**In Graph or Pivot View**:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:603 msgid "Click the :guilabel:`Insert in spreadsheet` button." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:604 msgid "In the pop-up menu that appears, click :guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:606 msgid "**In Cohort or List View**:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:608 msgid "Click the :guilabel:`⚙️ (gear)` icon." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:609 msgid "" "In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:610 msgid "" "In the next drop-down menu, click either :guilabel:`Insert in spreadsheet` " "or :guilabel:`Link in spreadsheet`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:613 msgid "Saved reports are viewable in the *Documents* app." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Pivot View reports especially benefit from being inserted in spreadsheets." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:620 msgid "" "After modifying a spreadsheet and adding additional formulas, consider then " "adding the entire spreadsheet to a dashboard. Using this method, the " "spreadsheet can be added to a public dashboard instead of only :guilabel:`My" " Dashboard`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:624 msgid "Click :menuselection:`File --> Add to dashboard`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:625 msgid "" "In the pop-up menu that appears, name the spreadsheet and select a " ":guilabel:`Dashboard Section` to house the report." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:627 msgid "Click :guilabel:`Create`." msgstr "Klicken Sie auf :guilabel:`Erstellen`." #: ../../content/applications/sales/crm/performance/win_loss.rst:629 msgid "Add to a Dashboard" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:631 msgid "" "Adding a report to a dashboard saves it for later and makes it easy to view " "alongside the rest of :guilabel:`My Dashboard`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:634 msgid "To add a report to :guilabel:`My dashboard`:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:636 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` " "icon." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:637 msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:638 msgid "" "In the :guilabel:`Add to my dashboard` drop-down menu, enter a name for the " "report (by default, it is named :guilabel:`Pipeline`)." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:642 msgid "To view a saved report:" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:644 msgid "" "Return to the main apps page, and navigate to :menuselection:`Dashboards app" " --> My Dashboard`." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "To access the saved report, open the Dashboard app and click My Dashboard." msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:652 msgid ":doc:`../acquire_leads/convert`" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:653 msgid ":doc:`../acquire_leads/send_quotes`" msgstr "" #: ../../content/applications/sales/crm/performance/win_loss.rst:654 msgid ":doc:`../pipeline/lost_opportunities`" msgstr "" #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "Die Pipeline organisieren" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "Verlorene Verkaufschancen verwalten" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" "Not all opportunities result in successful sales. In order to keep the " "pipeline up to date, lost opportunities need to be identified. Specifying " "the reason why an opportunity was lost provides additional insight that can " "prove useful for future opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" msgstr "Einen Lead als verloren markieren" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" "To mark a lead as lost, open the :menuselection:`CRM` application, and " "select a lead from the pipeline, by clicking on its corresponding kanban " "card. Doing so reveals that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" "Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" "Buttons from the top of an opportunity record with the lost button " "emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" "This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " "existing lost reason. If no applicable reason is available, create a new one" " by entering it into the :guilabel:`Lost Reason` field, and clicking " ":guilabel:`Create`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" "Additional notes and comments can be added below the lost reason designated " "in the :guilabel:`Lost Reason` field." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 msgid "" "When all the desired information has been entered in the :guilabel:`Lost " "Reason` pop-up window, click :guilabel:`Submit`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost reasons popup with sample reasons." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 msgid "" "Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " "returns to the lead detail form, where a new red :guilabel:`Lost` banner is " "now present in the upper-right corner of the lead." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 msgid "Create/edit lost reasons" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" "To create a new lost reason, or edit an existing one, navigate to " ":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 msgid "" "To edit an existing reason, click on the reason that should be modified. " "When clicked, that reason becomes highlighted. Once highlighted, change the " "description of the selected lost reason by editing the " ":guilabel:`Description` field. When done, click :guilabel:`Save` in the " "upper-left corner." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" "To create a new lost reason, click :guilabel:`Create` in the upper-left " "corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " "line in the :guilabel:`Description` field. Then, proceed to type in the new " "lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 msgid "Retrieve lost opportunities" msgstr "Verlorene Verkaufschancen abrufen" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 msgid "" "To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " "app` to the main :guilabel:`Pipeline` dashboard. Then, click the " ":guilabel:`Filters` drop-down menu, located beneath the search bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with lost filter emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 msgid "" "From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " "option. Upon selecting :guilabel:`Lost`, only the leads that have been " "marked as `Lost` appear on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 msgid "" "To filter leads by a specific lost reason, select :menuselection:`Filters " "--> Add Custom Filter`. Doing so reveals another drop-down menu with three " "fields." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" "In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " "second field drop-down menu, select :guilabel:`Contains`. Then, in the third" " field of the :guilabel:`Add Custom Field` sub menu, type in the specific " "keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " ":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " "contains that specified keyword(s)." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with custom filter added for lost reason." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 msgid "Restore lost opportunities" msgstr "Verlorene Verkaufschancen wiederherstellen" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 msgid "" "To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " "dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" " select the :guilabel:`Lost` option. Doing so reveals all the lost " "opportunities on the :guilabel:`Pipeline` page." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 msgid "" "Then, click on the kanban card of the desired lost opportunity to restore, " "which opens that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 msgid "" "From the lost lead's detail form, click :guilabel:`Restore` in the upper-" "left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " "form, signifying the lead has been restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 msgid "Restore multiple opportunities at once" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 msgid "" "To restore multiple opportunities at once, navigate to the main " ":guilabel:`Pipeline` dashboard in the *CRM* app, open the " ":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 msgid "" "Next, select the list view option, which is represented by the three-line " ":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" " leads from the :guilabel:`Pipeline` page in a list form. With the list form" " chosen, select the checkbox to the left of each desired opportunity/lead to" " be restored." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 msgid "" "Once the desired opportunities/leads have been selected, click the " ":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " ":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " "menu, select :guilabel:`Unarchive`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 msgid "" "Doing so removes those selected lost opportunities from the " ":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " "criteria. To reveal these newly-restored leads, delete the `Lost` filter " "from the search bar." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:3 msgid "Multiple sales teams" msgstr "Mehrere Verkaufsteams" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:5 msgid "" "Use the *Sales Teams* feature to manage several sales teams, departments, or" " channels, each with their own unique sales processes." msgstr "" "Verwenden Sie die Funktion *Verkaufsteams*, um mehrere Verkaufsteams, " "Abteilungen oder Kanäle zu verwalten, welche alle eigene Verkaufsprozesse " "haben können." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10 msgid "Create a new sales team" msgstr "Ein neues Verkaufsteam erstellen" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:12 msgid "" "To create a new sales team, go to :menuselection:`CRM --> Configuration --> " "Sales Teams`, then click :guilabel:`Create`." msgstr "" "Um ein Verkaufsteam zu erstellen, gehen Sie zu :menuselection:`CRM --> " "Konfiguration --> Verkaufsteams` und klicken Sie auf :guilabel:`Neu`." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:15 msgid "" "On the creation page, set an :guilabel:`Email Alias` to automatically " "generate a lead/opportunity for this sales team every time a message is sent" " to that unique email address. Choose whether to accept emails from " ":guilabel:`Everyone`, :guilabel:`Authenticated Partners`, or " ":guilabel:`Followers Only`." msgstr "" "Legen Sie auf der Erstellungsseite einen :guilabel:`E-Mail-Alias` fest, um " "automatisch einen Lead oder eine Verkaufschance für dieses Verkaufsteam zu " "erstellen, wenn eine Nachricht an diese besondere E-Mail-Adresse gesendet " "wird. Wählen Sie aus, ob Sie E-Mails von :guilabel:`Jedem`, " ":guilabel:`Authentifizierten Partnern` oder :guilabel:`Nur von Followern` " "annehmen." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:20 msgid "" "Set an :guilabel:`Invoicing Target` if this team has specific monthly " "revenue goals. Set a :guilabel:`Domain` to assign leads/opportunities to " "this sales team based on specific filters, such as country, language, or " "campaign." msgstr "" "Legen Sie ein :guilabel:`Abrechnungsziel` fest, wenn dieses Team bestimmte " "monatliche Verkaufsziele hat. Legen Sie eine :guilabel:`Domain` fest, um " "diesem Verkaufsteam Leads/Verkaufschancen auf der Grundlage bestimmter " "Filter wie Land, Sprache oder Kampagne zuzuordnen." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Create a sales team in Odoo CRM." msgstr "Erstellung eines Verkaufsteams in Odoo CRM." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29 msgid "Add members to a sales team" msgstr "Einem Verkaufsteam Mitglieder hinzufügen" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:31 msgid "" "To add team members, click :guilabel:`Add` under the :guilabel:`Members` tab" " when editing the sales team's configuration page. Select a salesperson from" " the drop-down menu or create new salesperson. Set a maximum number of leads" " that can be assigned to this salesperson in a 30-day period to ensure that " "they do not overwork." msgstr "" "Um Teammitglieder hinzuzufügen, klicken Sie im Reiter :guilabel:`Mitglieder`" " auf :guilabel:`Hinzufügen`, wenn Sie die Konfigurationsseite des " "Verkaufsteams bearbeiten. Wählen Sie einen Vertriebsmitarbeiter aus dem " "Drop-down-Menü aus oder erstellen Sie einen neuen Vertriebsmitarbeiter. " "Legen Sie eine maximale Anzahl von Leads fest, die diesem " "Vertriebsmitarbeiter in einem Zeitraum von 30 Tagen zugewiesen werden " "können, um sicherzustellen, dass er nicht überlastet wird." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Add a salesperson in Odoo CRM." msgstr "Hinzufügen einer Vertriebsmitarbeiterin in Odoo CRM." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:40 msgid "" "One person can be added as a team member or :guilabel:`Team Leader` to " "multiple sales teams, allowing them to access all of the pipelines that they" " need to." msgstr "" "Eine Person kann als Teammitglied oder :guilabel:`Teamleiter` zu mehreren " "Verkaufsteams hinzugefügt werden, sodass sie auf alle benötigten Pipelines " "zugreifen kann." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44 msgid "Sales team dashboard" msgstr "Verkaufsteam-Dashboard" #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:46 msgid "" "To view the sales team dashboard, go to :menuselection:`CRM --> Sales --> " "Teams`. Odoo users will see any teams that they are a part of as dashboard " "tiles." msgstr "" "Um das Dashboard des Verkaufsteams anzuzeigen, gehen Sie zu " ":menuselection:`CRM --> Verkauf --> Teams`. Odoo-Benutzer sehen alle Teams, " "denen sie angehören, als Dashboard-Kacheln." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:49 msgid "" "Each tile gives an overview of the sales team's open opportunities, " "quotations, sales orders, and expected revenue, as well as a bar graph of " "new opportunities per week and an invoicing progress bar." msgstr "" "Jede Kachel gibt einen Überblick über die offenen Verkaufschancen, Angebote," " Aufträge und erwarteten Umsätze des Verkaufsteams sowie ein Balkendiagramm " "der neuen Verkaufschancen pro Woche und einen Fortschrittsbalken für die " "Rechnungsstellung." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Sales team overview dashboard in Odoo CRM." msgstr "Übersichtsdashboard der Verkaufsteams in Odoo CRM." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:57 msgid "" "Click on the three dots in the corner of a tile to open a navigational menu " "that lets users quickly view documents or reports, create new quotations or " "opportunities, pick a color for this team, or access the team's " "configuration page." msgstr "" "Klicken Sie auf die drei Punkte in der Ecke einer Kachel, um ein " "Navigationsmenü zu öffnen, worüber Benutzer schnell Dokumente oder Berichte " "ansehen, neue Angebote oder Verkaufschancen erstellen, eine Farbe für dieses" " Team auswählen oder auf die Konfigurationsseite des Teams zugreifen können." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "" "Click the Three Dot Menu in Odoo CRM dashboard to view documents and create " "opportunities." msgstr "" "Klick auf die drei Punkte im Odoo CRM-Dashboard, um Dokumente anzuzeigen und" " Verkaufschancen zu erstellen." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:65 msgid "" "Click on the :guilabel:`Pipeline` button to go directly to that team's CRM " "pipeline." msgstr "" "Klicken Sie auf die :guilabel:`Pipeline`-Schaltfläche, um direkt zur CRM-" "Pipeline des Teams zu gelangen." #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "Leads zuweisen und verfolgen" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "Leads mit Predictive Lead Scoring zuweisen" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:5 msgid "" "The Odoo *CRM* app can automatically assign leads/opportunities to sales " "teams and salespeople. A standard practice is to assign leads based on the " "probability of winning each lead. Companies can prioritize the leads that " "are more likely to result in successful deals by quickly assigning them to " "the appropriate salespeople." msgstr "" "Die Odoo *CRM*-Anwendung kann Leads/Verkaufschancen automatisch " "Verkaufsteams und Vertriebsmitarbeitern zuweisen. Ein gängiges Verfahren ist" " die Zuweisung von Leads auf der Grundlage der Gewinnwahrscheinlichkeit des " "jeweiligen Leads. Unternehmen können die Leads, die mit größerer " "Wahrscheinlichkeit zu erfolgreichen Geschäften führen, priorisieren, indem " "sie sie schnell den entsprechenden Vertriebsmitarbeitern zuweisen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:10 msgid "" "Odoo automatically calculates the probability of winning each lead using a " "method called *predictive lead scoring*." msgstr "" "Odoo berechnet die Gewinnwahrscheinlichkeit jedes Leads automatisch mithilfe" " der Methode *Predictive Lead Scoring*." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "Predictive Lead Scoring" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:16 msgid "" "Predictive lead scoring is a machine-learning model that uses historical " "data from Odoo *CRM* to score open leads/opportunities." msgstr "" "Predictive Lead Scoring ist ein maschinelles Lernmodell, das historische " "Daten aus Odoo *CRM* verwendet, um offene Leads/Verkaufschancen zu bewerten." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:19 msgid "" "As a company processes opportunities through the CRM pipeline, Odoo collects" " data on which opportunities are won and lost. Predictive lead scoring uses " "this data to predict the probability of winning each new lead or " "opportunity." msgstr "" "Während ein Unternehmen Verkaufschancen durch die CRM-Pipeline bearbeitet, " "sammelt Odoo Daten darüber, welche Verkaufschancen gewonnen und verloren " "werden. Das Predictive Lead Scoring nutzt diese Daten, um die " "Gewinnwahrscheinlichkeit jedes neuen Leads oder jeder Verkaufschance " "vorherzusagen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:23 msgid "" "The more opportunities that are sent through the CRM pipeline, the more data" " Odoo collects, resulting in more accurate probabilities." msgstr "" "Je mehr Verkaufschancen durch die CRM-Pipeline geschickt werden, desto mehr " "Daten sammelt Odoo, was zu genaueren Wahrscheinlichkeiten führt." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "" "Predictive Lead Scoring von Odoo verwendet das *Naive-" "Bayes*-Wahrscheinlichkeitsmodell:" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:28 msgid "" "\\begin{equation}\n" "P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n" "\\end{equation}\n" "\n" msgstr "" "\\begin{equation}\n" "P(A | B) = \\frac{P(A) \\times P(B | A)}{P(B)}\n" "\\end{equation}\n" "\n" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:33 msgid "" "The probability of success of each opportunity is displayed on the " "opportunity form, and it updates automatically as the opportunity progresses" " through the CRM pipeline." msgstr "" "Die Erfolgswahrscheinlichkeit jeder Verkaufschance wird auf dem " "Verkaufschancenformular angezeigt und wird automatisch aktualisiert, wenn " "die Verkaufschance in der CRM-Pipeline voranschreitet." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The probability of success displayed on the opportunity form." msgstr "" "Die Erfolgswahrscheinlichkeit, die auf dem Verkaufschancenformular angezeigt" " wird." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:40 msgid "" "When an opportunity moves to the next stage, its probability of success " "automatically increases according to the predictive lead scoring algorithm." msgstr "" "Wenn eine Verkaufschance in die nächste Phase übergeht, erhöht sich ihre " "Erfolgswahrscheinlichkeit automatisch entsprechend dem Algorithmus des " "Predictive Lead Scoring." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:46 msgid "" "Predictive lead scoring is always active in Odoo *CRM*. However, the " "variables used to calculate the probability of success can be customized in " "the settings." msgstr "" "Die Predictive Lead Scoring ist in Odoo *CRM* immer aktiv. Die Variablen, " "die zur Berechnung der Erfolgswahrscheinlichkeit verwendet werden, können " "jedoch in den Einstellungen angepasst werden." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:49 msgid "" "To customize the variables used by predictive lead scoring, go to " ":menuselection:`CRM --> Configuration --> Settings`. Under " ":guilabel:`Predictive Lead Scoring`, click on the :guilabel:`Update " "Probabilities` button." msgstr "" "Um die vom Predictive Lead Scoring verwendeten Variabeln anzupassen, gehen " "Sie zu :menuselection:`CRM --> Konfiguration --> Einstellungen`. Klicken Sie" " unter :guilabel:`Predictive Lead Scoring` auf die Schaltfläche " ":guilabel:`Wahrscheinlichkeiten aktualisieren`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:53 msgid "" "Then, click on the drop-down menu to choose which variables the predictive " "lead scoring feature will take into account." msgstr "" "Klicken Sie dann auf das Drop-down-Menü, um auszuwählen, welche Variablen " "bei der Predictive-Lead-Scoring-Funktion berücksichtigt werden sollen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" "Das Fenster „Wahrscheinlichkeiten aktualisieren“ in den Einstellungen für " "Predictive Lead Scoring." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 msgid "Any number of the following variables can be activated:" msgstr "Die folgenden Variabeln können aktiviert werden:" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" ":guilabel:`State`: der geografische Staat, aus dem die Verkaufschance stammt" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr "" ":guilabel:`Land`: das geografische Land, aus dem die Verkaufschance stammt" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:64 msgid "" ":guilabel:`Phone Quality`: whether or not a phone number is listed for the " "opportunity" msgstr "" ":guilabel:`Telefon-Qualität`: ob eine Telefonnummer für die Verkaufschance " "angegeben ist oder nicht" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:65 msgid "" ":guilabel:`Email Quality`: whether or not an email address is listed for the" " opportunity" msgstr "" ":guilabel:`E-Mail-Qualität`: ob eine E-Mail-Adresse für die Verkaufschance " "angegeben ist oder nicht" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:66 msgid "" ":guilabel:`Source`: the source of an opportunity (e.g. search engine, social" " media)" msgstr "" ":guilabel:`Herkunft`: die Herkunft einer Verkaufschance (z. B. Suchmaschine," " Soziale Medien)" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`Sprache`: die in der Verkaufschance hinterlegte Sprache" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr "" ":guilabel:`Stichwörter`: die auf der Verkaufschance hinterlegten Stichwörter" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:71 msgid "" "The variables `Stage` and `Team` are always in effect. `Stage` refers to the" " CRM pipeline stage that an opportunity is in. `Team` refers to the sales " "team that is assigned to an opportunity. Predictive lead scoring *always* " "takes into account these two variables, regardless of which optional " "variables are selected." msgstr "" "Die Variabeln `Phase` und `Team` sind immer aktiv. `Phase` verweist auf die " "Phase der CRM-Pipeline, in der eine Verkaufschance sich befindet. `Team` " "verweist auf das Verkaufsteams, das einer Verkaufschance zugewiesen ist. " "Predictive Lead Scoring berücksichtigt *immer* diese beiden Variabeln, " "unabhängig davon, welche optionalen Variablen ausgewählt wurden." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:76 msgid "" "Next, click on the date field next to the option :guilabel:`Consider leads " "created as of the:` to select the date from which predictive lead scoring " "will begin its calculations." msgstr "" "Klicken Sie anschließend auf das Datumsfeld neben der Option :guilabel:`Für " "Leads mit einem Erstellungsdatum ab dem:`, um das Datum auszuwählen, ab dem " "die Predictive Lead Scoring ihre Berechnungen beginnen soll." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" "Klicken Sie zum Abschluss auf :guilabel:`Bestätigen`, um die Änderungen zu " "speichern." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "Change the probability manually" msgstr "Die Wahrscheinlichkeit manuell ändern" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:84 msgid "" "An opportunity's probability of success can be changed manually on the " "opportunity form. Click on the probability number to edit it." msgstr "" "Die Erfolgswahrscheinlichkeit einer Verkaufschance kann im " "Verkaufschancenformular manuell geändert werden. Klicken Sie auf die " "Wahrscheinlichkeitszahl, um sie zu bearbeiten." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:88 msgid "" "Manually changing the probability removes the automatic probability updates " "for that opportunity. The probability will no longer update automatically as" " the opportunity moves through each stage of the pipeline." msgstr "" "Durch die manuelle Änderung der Wahrscheinlichkeit werden die automatischen " "Wahrscheinlichkeitsaktualisierungen für diese Verkaufschance aufgehoben. Die" " Wahrscheinlichkeit wird nicht mehr automatisch aktualisiert, wenn die " "Verkaufschance jede Phase der Pipeline durchläuft." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:92 msgid "" "To reactivate automatic probability, click on the gear icon next to the " "probability percentage." msgstr "" "Um die automatische Wahrscheinlichkeit wieder zu reaktivieren, klicken Sie " "auf das Zahnradsymbol neben dem Wahrscheinlichkeitsprozentsatz." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The gear icon used to reactivate automatic probability on an opportunity " "form." msgstr "" "Das Zahnradsymbol zur Reaktivierung der automatischen Wahrscheinlichkeit auf" " dem Verkaufschancenformular." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 msgid "Assign leads based on probability" msgstr "Leads auf Grundlage der Wahrscheinlichkeit zuweisen" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:101 msgid "" "Odoo *CRM* can assign leads/opportunities to sales teams and salespeople " "based on specified rules. Create assignment rules based on the leads' " "probability of success to prioritize those that are more likely to result in" " deals." msgstr "" "Odoo *CRM* kann den Verkaufsteams und Vertriebsmitarbeitern " "Leads/Verkaufschancen auf der Grundlage bestimmter Regeln zuweisen. " "Erstellen Sie Zuweisungsregeln auf der Grundlage der " "Erfolgswahrscheinlichkeit der Leads, um die Leads zu priorisieren, die mit " "größerer Wahrscheinlichkeit zu einem Abschluss führen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 msgid "Configure rule-based assignment" msgstr "Regelbasierte Zuweisung konfigurieren" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:108 msgid "" "To activate *rule-based assignment*, navigate to :menuselection:`CRM --> " "Configuration --> Settings`, and activate :guilabel:`Rule-Based Assignment`." msgstr "" "Um die *regelbasierte Zuweisung* zu aktivieren, gehen Sie zu " ":menuselection:`CRM --> Konfiguration --> Einstellungen` und aktivieren Sie " ":guilabel:`Regelbasierte Zuweisung`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:111 msgid "" "The rule-based assignment feature can be set to run :guilabel:`Manually`, " "meaning an Odoo user must manually trigger the assignment, or " ":guilabel:`Repeatedly`, meaning Odoo will automatically trigger the " "assignment according to the chosen time period." msgstr "" "Die regelbasierte Zuweisungsfunktion kann so eingestellt werden, dass sie " "entweder :guilabel:`Manuell` ausgeführt wird, was bedeutet, dass ein Odoo-" "Benutzer die Zuweisung manuell auslösen muss, oder :guilabel:`Wiederholt`, " "was bedeutet, dass Odoo die Zuweisung entsprechend dem gewählten Zeitraum " "automatisch auslöst." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:115 msgid "" "To set up automatic lead assignment, select :guilabel:`Repeatedly` for the " ":guilabel:`Running` section. Then, customize how often Odoo will trigger the" " automatic assignment in the :guilabel:`Repeat every` section." msgstr "" "Um eine automatische Lead-Zuweisung einzurichten, wählen Sie im Feld " ":guilabel:`Laufend` :guilabel:`Wiederholt` aus. Legen Sie dann im Feld " ":guilabel:`Wiederholen alle` fest, wie oft Odoo die automatische Zuweisung " "auslösen soll." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "" "Die Einstellung der regelbasierten Zuweisung in den CRM-Einstellungen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:123 msgid "" "If rule-based assignment is set to run :guilabel:`Repeatedly`, the " "assignment can still be triggered manually using the circular arrow icon in " "the :guilabel:`Rule-Based Assignment` settings (or using the " ":guilabel:`Assign Leads` button on the sales team configuration page)." msgstr "" "Wenn die regelbasierte Zuweisung so eingestellt ist, dass sie " ":guilabel:`Wiederholt` ausgeführt wird, kann die Zuweisung immer noch " "manuell über das kreisförmige Pfeilsymbol in den Einstellungen " ":guilabel:`Regelbasierte Zuweisung` ausgelöst werden (oder über die " "Schaltfläche :guilabel:`Leads zuweisen` auf der Konfigurationsseite des " "Verkaufsteams)." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 msgid "Configure assignment rules" msgstr "Zuweisungsregeln konfigurieren" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:130 msgid "" "Next, configure the *assignment rules* for each sales team and/or " "salesperson. These rules determine which leads Odoo assigns to which people." " To get started, navigate to :menuselection:`CRM --> Configuration --> Sales" " Teams`, and select a sales team." msgstr "" "Konfigurieren Sie nun die *Zuweisungsregeln* für jedes Verkaufsteam und/oder" " jeden Vertriebsmitarbeiter. Diese Regeln bestimmen, welche Leads Odoo " "welchen Personen zuordnet. Navigieren Sie dazu zunächst auf " ":menuselection:`CRM --> Konfiguration --> Verkaufsteams`, und wählen Sie ein" " Verkaufsteam aus." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:134 msgid "" "On the sales team configuration form, under :guilabel:`Assignment Rules`, " "click on :guilabel:`Edit Domain` to configure the rules that Odoo uses to " "determine lead assignment for this sales team. The rules can include " "anything that may be relevant for this company or team, and any number of " "rules can be added." msgstr "" "Klicken Sie im Konfigurationsformulars des Verkaufsteams unter under " ":guilabel:`Zuweisungsregeln` auf :guilabel:`Domain bearbeiten`, um die " "Regeln zu konfigurieren, die Odoo verwendet, um die Lead-Zuweisung für " "dieses Verkaufsteam zu bestimmen. Die Regeln können alles umfassen, was für " "dieses Unternehmen oder Team relevant ist, und es können beliebig viele " "Regeln hinzugefügt werden." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:139 msgid "" "Click :guilabel:`Add Filter` to start creating assignment rules. Click on " "the :guilabel:`+` sign on the right of the assignment rule to add another " "line. Click on the :guilabel:`x` symbol to remove the line." msgstr "" "Klicken Sie auf :guilabel:`Filter hinzufügen`, um neue Zuweisungsregeln " "anzulegen. Klicken Sie auf :guilabel:`+` rechts neben der Zuweisungsregel, " "um eine weitere Zeile hinzuzufügen. Klicken Sie auf :guilabel:`x`, um eine " "Zeile zu entfernen." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:143 msgid "" "To create an assignment rule based on an opportunity's probability of " "success, click on the far left drop-down menu of an assignment rule line, " "and select :guilabel:`Probability`." msgstr "" "Um eine Zuweisungsregel basierend auf der Erfolgswahrscheinlichkeit einer " "Verkaufschance zu erstellen, klicken Sie auf das Drop-down-Menü ganz links " "in einer Zeile der Zuweisungsregel und wählen Sie " ":guilabel:`Wahrscheinlichkeit`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:146 msgid "" "From the middle drop-down menu, select the desired equation symbol—most " "likely the symbol for *greater than*, *less than*, *greater than or equal " "to*, or *less than or equal to*." msgstr "" "Wählen Sie aus dem mittleren Drop-down-Menü das gewünschte Gleichungssymbol " "aus – in der Regel das Symbol für *größer als*, *kleiner als*, *größer oder " "gleich* oder *kleiner oder gleich*." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:149 msgid "" "In the far right space, enter the desired number value of the probability. " "Finally, click :guilabel:`Save` to save changes." msgstr "" "Geben Sie in das Feld ganz rechts den gewünschten Zahlenwert für die " "Wahrscheinlichkeit ein. Klicken Sie abschließend auf :guilabel:`Speichern`, " "um die Änderungen zu speichern." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:153 msgid "" "To configure an assignment rule such that a sales team receives leads that " "have a probability of success of 20% or greater, create a :guilabel:`Domain`" " line that reads: `Probability >= 20`." msgstr "" "Um eine Zuweisungsregel so zu konfigurieren, dass ein Verkaufsteam Leads " "erhält, die eine Erfolgswahrscheinlichkeit von 20 % oder mehr haben, " "erstellen Sie eine Zeile mit dem Wortlaut :guilabel:`Domain`: " "`Wahrscheinlichkeit >= 20`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:0 msgid "" "Sales team domain set to probability greater than or equal to twenty " "percent." msgstr "" "Domain des Verkaufsteams, eingestellt auf eine Wahrscheinlichkeit größer als" " oder gleich 20 Prozent." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:160 msgid "" "Separate assignment rules can also be configured for individual team " "members. From the sales team configuration page, click on a team member in " "the :guilabel:`Members` tab, then edit the :guilabel:`Domain` section. Click" " :guilabel:`Save` to save changes." msgstr "" "Für einzelne Teammitglieder können auch separate Zuweisungsregeln " "konfiguriert werden. Klicken Sie auf der Konfigurationsseite des " "Verkaufsteams im Reiter :guilabel:`Mitglieder` auf ein Teammitglied, und " "bearbeiten Sie dann den Abschnitt :guilabel:`Domain`. Klicken Sie auf " ":guilabel:`Speichern`, um die Änderungen zu speichern." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:164 msgid "" "If automatic lead assignment is configured in the settings, both the sales " "team and individual team members have the option to :guilabel:`Skip auto " "assignment`. Check this box to omit a particular sales team or salesperson " "from being assigned leads automatically by Odoo's rule-based assignment " "feature. If :guilabel:`Skip auto assignment` is activated, the sales team or" " salesperson can still be assigned leads manually." msgstr "" "Wenn die automatische Lead-Zuweisung in den Einstellungen konfiguriert ist, " "haben sowohl das Verkaufsteam als auch die einzelnen Teammitglieder die " "Option :guilabel:`Automatische Zuweisung überspringen`. Aktivieren Sie " "dieses Kontrollkästchen, um ein bestimmtes Verkaufsteam oder einen " "bestimmten Vertriebsmitarbeiter von der automatischen Zuweisung von Leads " "durch die regelbasierte Zuweisungsfunktion von Odoo auszuschließen. Wenn " ":guilabel:`Automatische Zuweisung überspringen` aktiviert ist, können dem " "Verkaufsteam oder dem Vertriebsmitarbeiter weiterhin manuell Leads " "zugewiesen werden." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:170 msgid "" "To manually assign leads to this sales team, click on the :guilabel:`Assign " "Leads` button at the top of the sales team configuration page. This will " "assign any leads that are currently unassigned and match this team's " "specified domain." msgstr "" "Um diesem Verkaufsteam manuell Leads zuzuweisen, klicken Sie auf die " "Schaltfläche :guilabel:`Leads zuweisen` oben auf der Konfigurationsseite des" " Verkaufsteams. Dadurch werden alle Leads zugewiesen, die derzeit nicht " "zugewiesen sind und der angegebenen Domain des Teams entsprechen." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3 msgid "Track your prospects visits" msgstr "Besuche Ihrer Interessenten verfolgen" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:5 msgid "" "Tracking your website pages will give you much more information about the " "interests of your website visitors." msgstr "" "Die Nachverfolgung Ihrer Webseiten gibt Ihnen umfassende Informationen über " "die Interessen Ihrer Website-Besucher." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:8 msgid "" "Every tracked page they visit will be recorded on your lead/opportunity if " "they use the contact form on your website." msgstr "" "Jede nachverfolgte Seite, die sie besuchen, wird für Ihren Lead/Ihre " "Verkaufschance aufgezeichnet, wenn sie das Kontaktformular auf Ihrer Website" " verwenden." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:14 msgid "" "To use this feature, install the free module *Lead Scoring* under your " "*Apps* page (only available in Odoo Enterprise)." msgstr "" "Um diese Funktion zu nutzen, installieren Sie das kostenlose Modul *Lead-" "Bewertung* unter Ihrer *Apps*-Seite (nur in Odoo Enterprise verfügbar)." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21 msgid "Track a webpage" msgstr "Eine Webseite verfolgen" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:23 msgid "" "Go to any static page you want to track on your website and under the " "*Promote* tab you will find *Optimize SEO*" msgstr "" "Rufen Sie eine beliebige statische Seite auf, die Sie auf Ihrer Website " "verfolgen möchten. Im Reiter *Werbung* finden Sie *SEO optimieren*." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:29 msgid "There you will see a *Track Page* checkbox to track this page." msgstr "" "Dort sehen Sie ein Kontrollkästchen *Seite verfolgen*, um diese Seite zu " "verfolgen." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35 msgid "See visited pages in your leads/opportunities" msgstr "Besuchte Seiten in Ihren Leads/Verkaufschancen sehen" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:37 msgid "" "Now each time a lead is created from the contact form it will keep track of " "the pages visited by that visitor. You have two ways to see those pages, on " "the top right corner of your lead/opportunity you can see a *Page Views* " "button but also further down you will see them in the chatter." msgstr "" "Jedes Mal, wenn ein Lead über das Kontaktformular erstellt wird, werden die " "von diesem Besucher besuchten Seiten aufgezeichnet. Sie haben zwei " "Möglichkeiten, diese Seiten zu sehen: In der oberen rechten Ecke Ihres Leads" " bzw. Ihrer Verkaufschance sehen Sie eine Schaltfläche *Seitenansichten*, " "aber auch weiter unten im Chatter werden sie angezeigt." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:43 msgid "" "Both will update if the viewers comes back to your website and visits more " "pages." msgstr "" "Beide werden aktualisiert, wenn der Betrachter auf Ihre Website zurückkommt " "und weitere Seiten besucht." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:52 msgid "" "The feature will not repeat multiple viewings of the same pages in the " "chatter." msgstr "" "Die Funktion wird die mehrfache Ansicht derselben Seiten im Chatter nicht " "wiederholen." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:55 msgid "Your customers will no longer be able to keep any secrets from you!" msgstr "Ihre Kunden werden keine Geheimnisse mehr vor Ihnen haben können!" #: ../../content/applications/sales/point_of_sale.rst:6 msgid "Point of Sale" msgstr "Kassensystem" #: ../../content/applications/sales/point_of_sale.rst:8 msgid "" "With **Odoo Point of Sale**, run your shops and restaurants easily. The app " "works on any device with a web browser, even if you are temporarily offline." " Product moves are automatically registered in your stock, you get real-time" " statistics, and your data is consolidated across all shops." msgstr "" "Mit **Odoo Kassensystem** führen Sie Ihre Geschäfte und Restaurants ganz " "einfach. Die App funktioniert auf jedem Gerät mit einem Webbrowser, auch " "wenn Sie vorübergehend offline sind. Produktbewegungen werden automatisch in" " Ihrem Lagerbestand registriert, Sie erhalten Echtzeit-Statistiken und Ihre " "Daten werden über alle Geschäfte hinweg konsolidiert." #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "" "`Odoo-Tutorials: Kassensystem-Tutorials `_" #: ../../content/applications/sales/point_of_sale.rst:14 msgid ":doc:`IoT Boxes Documentations `" msgstr ":doc:`Dokumentation zu IoT-Boxen `" #: ../../content/applications/sales/point_of_sale.rst:19 msgid "Start a session" msgstr "Eine Sitzung starten" #: ../../content/applications/sales/point_of_sale.rst:21 msgid "" "From the **POS dashboard**, click :guilabel:`New Session`, and at the " ":guilabel:`Opening Cash Control` screen, click :guilabel:`Open Session` to " "start a POS session, or click :guilabel:`Continue Selling` if the session is" " already opened." msgstr "" "Klicken Sie im **Kassensystem-Dashboard** auf :guilabel:`Neue Sitzung` und " "klicken Sie im Bildschirm :guilabel:`Eröffnungssaldo der Kasse` auf " ":guilabel:`Sitzung öffnen`, um eine Kassensitzung zu starten, oder klicken " "Sie auf :guilabel:`Verkauf fortsetzen`, wenn die Sitzung bereits geöffnet " "ist." #: ../../content/applications/sales/point_of_sale.rst:26 msgid "" ":doc:`Multiple users ` can be logged into the " "same session at the same time. However, the session can only be opened once " "on the same browser." msgstr "" "Es können :doc:`mehrere Benutzer ` " "gleichzeitig in derselben Sitzung angemeldet sein. Die Sitzung kann jedoch " "nur einmal im selben Browser geöffnet sein." #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "Produkte verkaufen" #: ../../content/applications/sales/point_of_sale.rst:34 msgid "" "Click on products to add them to the cart. To change the **quantity**, click" " :guilabel:`Qty` and enter the number of products using the keypad. To add a" " **discount** or modify the product **price**, click respectively " ":guilabel:`% Disc` or :guilabel:`Price` and enter the amounts." msgstr "" "Klicken Sie auf Produkte, um sie in den Warenkorb zu legen. Um die **Menge**" " zu ändern, klicken Sie auf :guilabel:`Menge` und geben Sie die Anzahl der " "Produkte über das Tastenfeld ein. Um einen **Rabatt** hinzuzufügen oder den " "**Preis** des Produkts zu ändern, klicken Sie auf :guilabel:`% Rab.` bzw. " ":guilabel:`Preis` und geben Sie die Beträge ein." #: ../../content/applications/sales/point_of_sale.rst:38 msgid "" "Once an order is completed, proceed to checkout by clicking " ":guilabel:`Payment`. Select the **payment method**, enter the received " "amount, and click :guilabel:`Validate`. Click :guilabel:`New Order` to move " "on to the next customer." msgstr "" "Sobald ein Auftrag abgeschlossen ist, gehen Sie zur Kasse, indem Sie auf " ":guilabel:`Zahlung` klicken. Wählen Sie die **Zahlungsmethode** aus, geben " "Sie den erhaltenen Betrag ein und klicken Sie auf :guilabel:`Validieren`. " "Klicken Sie auf :guilabel:`Neuer Auftrag`, um mit dem nächsten Kunden " "fortzufahren." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "Schnittstelle der Kassensitzung." #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "" "Sie können sowohl `,` als auch `.` als Dezimaltrennzeichen auf Ihrer " "Tastatur verwenden." #: ../../content/applications/sales/point_of_sale.rst:47 msgid "" "**Cash** is selected by default if you enter the amount without choosing a " "payment method." msgstr "" "**Bargeld** ist standardmäßig ausgewählt, wenn Sie den Betrag ohne Auswahl " "einer Zahlungsmethode eingeben." #: ../../content/applications/sales/point_of_sale.rst:50 msgid "" "The system can only load a limited number of products for effective opening." " Click :guilabel:`Search more` if the desired product is not loaded " "automatically." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:56 msgid "Set customers" msgstr "Kunden festlegen" #: ../../content/applications/sales/point_of_sale.rst:58 msgid "" "Registering your customer is necessary to :doc:`collect their loyalty points" " and grant them rewards `, automatically " "apply the :doc:`attributed pricelist `, or" " :ref:`generate and print an invoice `." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:63 msgid "" "You can create customers from an :ref:`open POS session `" " by clicking :menuselection:`Customer --> Create`, and filling in the " "contact information. You can also create customers from the backend by going" " to :menuselection:`Point of Sale --> Orders --> Customers` and clicking " ":guilabel:`New`. Then, fill in the information and save." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:68 msgid "" "To set a customer during an order, access the list of customers by clicking " ":guilabel:`Customer` on the POS interface. You can also set a customer at " "the payment screen by clicking :guilabel:`Customer`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:75 msgid "Customer notes" msgstr "Kundennotizen" #: ../../content/applications/sales/point_of_sale.rst:77 msgid "" "You can add **customer notes** about specific products directly from an open" " :ref:`POS session `. For instance, to provide cleaning " "and maintenance tips. They can also be used to track a customer's particular" " request, such as not wanting the product to be assembled for them." msgstr "" "Sie können **Kundennotizen** zu bestimmten Produkten direkt aus einer " "offenen :ref:`Kassensitzung ` hinzufügen. Zum Beispiel, " "um Tipps zur Reinigung und Pflege zu geben. Sie können auch verwendet " "werden, um den besonderen Wunsch eines Kunden zu verfolgen, z. B. dass das " "Produkt nicht für ihn zusammengebaut werden soll." #: ../../content/applications/sales/point_of_sale.rst:81 msgid "" "To do so, select a product and click :guilabel:`Customer Note` on the pad. " "Doing so opens a pop-up window in which you can add or modify content for " "the note." msgstr "" "Wählen Sie dazu ein Produkt aus und klicken Sie auf :guilabel:`Kundennotiz` " "auf dem Pad. Daraufhin öffnet sich ein Pop-up-Fenster, in dem Sie den Inhalt" " der Notiz hinzufügen oder ändern können." #: ../../content/applications/sales/point_of_sale.rst:85 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr "" "Produktnotizen aus einem :doc:`importierten Verkaufsauftrag " "` werden ebenfalls identisch im Warenkorb " "angezeigt." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "" "Schaltfläche für Kundennotizen und Notizen (Verkaufsauftrag und " "Kassensitzung) zu Produkten im Warenkorb" #: ../../content/applications/sales/point_of_sale.rst:91 msgid "" "Customer notes appear on customers' receipts and invoices similarly to how " "they appear in the cart, under the related product." msgstr "" "Kundennotizen erscheinen auf den Kassenbons und Rechnungen der Kunden " "ähnlich wie im Warenkorb unter dem entsprechenden Produkt." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "" "Kundenbeleg mit Notizen aus einem Verkaufsauftrag und von der " "Kundennotizfunktion" #: ../../content/applications/sales/point_of_sale.rst:100 msgid "Return and refund products" msgstr "Produkte zurückgeben und erstatten" #: ../../content/applications/sales/point_of_sale.rst:102 msgid "To return and refund a product," msgstr "Um ein Produkt zurückzugeben und zu erstatten," #: ../../content/applications/sales/point_of_sale.rst:104 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "" ":ref:`starten Sie eine Sitzung ` aus dem **Kassensystem-" "Dashboard**;" #: ../../content/applications/sales/point_of_sale.rst:105 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" "klicken Sie auf :guilabel:`Rückerstattung` und wählen Sie den entsprechenden" " Auftrag aus;" #: ../../content/applications/sales/point_of_sale.rst:106 msgid "select the product and the quantity to refund using the keypad;" msgstr "" "wählen Sie das Produkt und die zu erstattende Menge über das Tastenfeld aus;" #: ../../content/applications/sales/point_of_sale.rst:107 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "" "klicken Sie auf :guilabel:`Rückerstattung`, um zurück zum vorherigen " "Bildschirm zu gelangen;" #: ../../content/applications/sales/point_of_sale.rst:108 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "" "klicken Sie auf :guilabel:`Zahlung`, bevor der Auftrag abgeschlossen ist, um" " die Rückerstattung zu verarbeiten;" #: ../../content/applications/sales/point_of_sale.rst:109 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr "" "klicken Sie auf :guilabel:`Validieren` und :guilabel:`Neuer Auftrag`, um den" " nächsten Kunden abzurechnen." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "Rückerstattungsansicht aus dem Kassensystem" #: ../../content/applications/sales/point_of_sale.rst:115 msgid "" "You can filter the **orders list** by :guilabel:`Receipt Number`, " ":guilabel:`Date` or :guilabel:`Customer` using the search bar." msgstr "" "Sie können die **Auftragsliste** nach :guilabel:`Bonnummer`, " ":guilabel:`Datum` oder :guilabel:`Kunde` filtern, indem Sie die Suchleiste " "verwenden." #: ../../content/applications/sales/point_of_sale.rst:117 msgid "" "You can also refund a product by selecting the returned product from an open" " session, and setting a negative quantity that equals the number of returned" " products. To do so, click :guilabel:`Qty` and :guilabel:`+/-`, followed by " "the quantity of returned products." msgstr "" "Sie können ein Produkt auch erstatten, indem Sie das zurückgegebene Produkt " "aus einer offenen Sitzung auswählen und eine negative Menge festlegen, die " "der Anzahl der zurückgegebenen Produkte entspricht. Klicken Sie dazu auf " ":guilabel:`Menge` und :guilabel:`+/-`, gefolgt von der Menge der " "zurückgegebenen Produkte." #: ../../content/applications/sales/point_of_sale.rst:124 msgid "Manage the cash register" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:126 msgid "" "To add or take out cash from the register, click the **menu icon** in the " "upper right corner of your screen and :guilabel:`Cash In/Out`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Dropdown menu to close a POS session, reach the backend, add or take cash out or check\n" "orders" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:133 msgid "" "Doing so opens a pop-up window on which you can select :guilabel:`Cash In` " "or :guilabel:`Cash Out`, enter the amount and the reason, and click " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:139 msgid "Close the POS session" msgstr "Die Kassensitzung schließen" #: ../../content/applications/sales/point_of_sale.rst:141 msgid "" "To close your session, click the **menu icon** in the upper right corner of " "your screen and :guilabel:`Close Session`." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:144 msgid "" "Doing so opens the :guilabel:`Closing Control` pop-up screen. From this " "screen, you can retrieve various information:" msgstr "" #: ../../content/applications/sales/point_of_sale.rst:147 msgid "" "the number of orders made and the total amount made during the session;" msgstr "" "die Anzahl der erledigten Aufträge und den Gesamtbetrag, der während der " "Sitzung eingenommen wurde;" #: ../../content/applications/sales/point_of_sale.rst:148 msgid "the expected amounts grouped by payment method." msgstr "die erwarteten Beträge, gruppiert nach Zahlungsmethode." #: ../../content/applications/sales/point_of_sale.rst:150 msgid "" "Before closing this window, count your cash using the calculator icon. Doing" " so opens a pop-up window that computes the total amount in the cash drawer " "depending on the coins and bills counted and added manually. Then, click " ":guilabel:`Confirm` or :guilabel:`Discard` to close the window. The computed" " amount is set in the :guilabel:`Counted` column, and the :guilabel:`Money " "Details` are specified in the **Notes** section." msgstr "" "Bevor Sie dieses Fenster schließen, zählen Sie Ihr Bargeld mithilfe des " "Rechnersymbols. Dadurch öffnet sich ein Pop-up-Fenster, in dem der " "Gesamtbetrag in der Kassenschublade anhand der gezählten und manuell " "hinzugefügten Münzen und Scheine berechnet wird. Klicken Sie dann auf " ":guilabel:`Bestätigen` oder :guilabel:`Verwerfen`, um das Fenster zu " "schließen. Der berechnete Betrag steht in der Spalte :guilabel:`Gezählt`, " "und die :guilabel:`Scheine/Münzen` sind im Abschnitt **Notizen** angegeben." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "Wie eine Kassensitzung geschlossen wird." #: ../../content/applications/sales/point_of_sale.rst:159 msgid "" "Once you are done controlling the amounts, click :guilabel:`Close Session` " "to close and go back to the **POS dashboard**." msgstr "" "Wenn Sie mit der Kontrolle der Beträge fertig sind, klicken Sie auf " ":guilabel:`Sitzung schließen`, um die Sitzung zu schließen und zum " "**Kassensystem-Dashboard** zurückzukehren." #: ../../content/applications/sales/point_of_sale.rst:163 msgid "" "To reach the backend without closing the session, click :guilabel:`Backend` " "on the dropdown menu." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:165 msgid "To abort, click :guilabel:`Discard` on the pop-up window." msgstr "" #: ../../content/applications/sales/point_of_sale.rst:166 msgid "" "Depending on your setup, you might only be allowed to close a session if the" " expected cash revenue equals the counted cash. To close it anyway, click " ":guilabel:`Ok` on the :guilabel:`Payments Difference` screen." msgstr "" "Je nach Ihren Einstellungen können Sie eine Sitzung nur dann schließen, wenn" " die erwarteten Bargeldeinnahmen gleich dem gezählten Bargeld sind. Um die " "Sitzung trotzdem zu schließen, klicken Sie auf dem Bildschirm " ":guilabel:`Zahlungsdifferenz` auf :guilabel:`Ok`." #: ../../content/applications/sales/point_of_sale.rst:171 msgid "" "It is strongly advised to close your POS session at the end of each day." msgstr "" "Es wird dringend empfohlen, Ihre Kassensitzung am Ende jeden Tages zu " "schließen." #: ../../content/applications/sales/point_of_sale.rst:172 msgid "" "To look at all your previous sessions, go to :menuselection:`Point of Sale " "--> Orders --> Sessions`." msgstr "" "Um alle Ihre früheren Sitzungen einzusehen, gehen Sie zu " ":menuselection:`Kassensystem --> Aufträge --> Sitzungen`." #: ../../content/applications/sales/point_of_sale/combos.rst:3 msgid "Product combos" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:5 msgid "" "The **Product Combos** feature allows users to define and manage combination" " options for a single product." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:8 msgid "" "In the context of a restaurant, the feature enables users to create " "multiple-choice menus. For example, a user can define a main dish and " "specify various options for sides, drinks, or desserts that customers can " "combine with the main dish." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:12 msgid "" "In retail, this feature allows you to create a product set with multiple " "products to choose from and combine." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:18 msgid "First, you need to create combination choices. To do so:" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:20 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Product Combos` and " "click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:21 msgid "" "Name your combo and add the products you want customers to choose from by " "clicking :guilabel:`Add a line`. You can also include an extra price for " "each option in the :guilabel:`Extra Price` column." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:26 msgid "" "As a reference, the selected product's original price is displayed in the " ":guilabel:`Original Price` column." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:32 msgid "" "Second, you need to create a specific product to gather combo choices. To do" " this:" msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:34 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Products` and click " ":guilabel:`New`." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:35 msgid "" "Set the :guilabel:`Product Type` to :guilabel:`Combo` and fill in the " ":guilabel:`General Information` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:39 msgid "" "The sales price of the combo product is fixed and does not vary based on the" " individual prices of included items or the quantity of items in the combo. " "The combo product price is only affected by the extra price optionally " "defined at the combo choice creation or if a variant of one of the items has" " a specified extra price." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:43 msgid "" "Go to the :guilabel:`Combo Choices` tab, click :guilabel:`Add a line`, and " "select the combinations to add. You can also create a new combination at " "this step by clicking :guilabel:`New` on the popup window." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:50 msgid "" "Once you have created and added the combo choices into a product, you can " "sell combos in your retail store or restaurant." msgstr "" #: ../../content/applications/sales/point_of_sale/combos.rst:54 #: ../../content/applications/sales/point_of_sale/employee_login.rst:26 #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:32 msgid "Practical application" msgstr "Praktische Verwendung" #: ../../content/applications/sales/point_of_sale/combos.rst:56 msgid "" ":ref:`Open a POS session ` and select the combo product. " "Choose the options and click :guilabel:`Add to order`. As a reminder, the " "extra price appears under the related choices." msgstr "" #: ../../content/applications/sales/point_of_sale/configuration.rst:11 msgid "Access POS settings" msgstr "Zugriff auf die Einstellungen des Kassensystems" #: ../../content/applications/sales/point_of_sale/configuration.rst:13 msgid "" "To access the general POS settings, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`. Then, open the dropdown menu in the " ":guilabel:`Point of Sale` field and select the POS to configure." msgstr "" "Um auf die allgemeinen Einstellungen des Kassensystems zuzugreifen, gehen " "Sie zu :menuselection:`Kassensystem --> Konfiguration --> Einstellungen`. " "Öffnen Sie dann das Drop-down-Menü im Feld :guilabel:`Kassensystem` und " "wählen Sie das zu konfigurierende Kassensystem aus." #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "" "Drop-down-Menü zur Auswahl des Kassensystems in den App-Einstellungen." #: ../../content/applications/sales/point_of_sale/configuration.rst:21 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Administration` set " "as :guilabel:`Settings`." msgstr "" "Diese Einstellungen sind für Benutzer mit den :doc:`Zugriffsrechten " "` für :guilabel:`Administration` " "als :guilabel:`Einstellungen` eingestellt." #: ../../content/applications/sales/point_of_sale/configuration.rst:25 msgid "" "You can also configure some settings from the dashboard by clicking the " "vertical ellipsis button (:guilabel:`⋮`) on a POS card. Doing so opens a " "popup window, from which you can:" msgstr "" "Sie können einige Einstellungen auch vom Dashboard aus konfigurieren, indem " "Sie auf die vertikale Ellipsen-Schaltfläche (:guilabel:`⋮`) auf einer Karte " "im Kassensystem klicken. Dadurch wird ein Pop-up-Fenster geöffnet, in dem " "Sie die Einstellungen vornehmen können:" #: ../../content/applications/sales/point_of_sale/configuration.rst:28 msgid ":doc:`Enable multiple employees to log in. `" msgstr ":doc:`Anmeldung mehrerer Mitarbeiter aktivieren. `" #: ../../content/applications/sales/point_of_sale/configuration.rst:29 msgid "" ":doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`" msgstr "" ":doc:`IoT-Box verbinden und einrichten. <../../productivity/iot/config/pos>`" #: ../../content/applications/sales/point_of_sale/configuration.rst:30 msgid ":doc:`Connect and set up an ePOS printer. `" msgstr "" ":doc:`Einen ePOS-Drucker verbinden und einrichten. `" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "Pop-up-Fenster zum Schnellzugriff auf Einstellungen im Kassensystem" #: ../../content/applications/sales/point_of_sale/configuration.rst:36 msgid "" "These settings are available to users with the :doc:`access rights " "` :guilabel:`Point of Sale` set as" " :guilabel:`Administrator`." msgstr "" "Diese Einstellungen sind für Benutzer mit den :doc:`Zugriffsrechten " "` für :guilabel:`Kassensystem` als" " :guilabel:`Administrator` eingestellt." #: ../../content/applications/sales/point_of_sale/configuration.rst:41 msgid "Make products available" msgstr "Produkte verfügbar machen" #: ../../content/applications/sales/point_of_sale/configuration.rst:43 msgid "" "To make products available for sale, go to :menuselection:`Point of Sale -->" " Products --> Products`, and select a product to open the product form. In " "the :guilabel:`Sales` tab, enable :guilabel:`Available in POS`." msgstr "" "Um Produkte für den Verkauf verfügbar zu machen, gehen Sie zu " ":menuselection:`Kassensystem --> Produkte --> Produkte` und wählen Sie ein " "Produkt aus, um das Produktformular zu öffnen. Aktivieren Sie im Reiter " ":guilabel:`Verkauf` die Option :guilabel:`Verfügbar im Kassensystem`." #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Making a product available in your POS." msgstr "Ein Produkt in Ihrem Kassensystem anbieten." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5 msgid "Self-signed certificate for ePOS printers" msgstr "Selbstsigniertes Zertifikat für ePOS-Drucker" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:7 msgid "" "ePOS printers are designed to work seamlessly with Point of Sale systems. " "Once connected, the two devices automatically share information, enabling " "the direct printing of tickets from the POS system to the ePOS printer." msgstr "" "ePOS-Drucker sind so gestaltet, dass sie nahtlos mit Kassensystemen " "zusammenarbeiten. Sobald die beiden Geräte miteinander verbunden sind, " "tauschen sie automatisch Informationen aus und ermöglichen den direkten " "Druck von Kassenbons aus dem Kassensystem auf den ePOS-Drucker." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:12 msgid "" "These `Epson ePOS printers `_ are compatible with " "Odoo:" msgstr "" "Folgende `Epson-ePOS-Drucker `_ sind mit Odoo " "kompatibel:" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15 msgid "TM-H6000IV-DT (Receipt printer only)" msgstr "TM-H6000IV-DT (Nur Bondrucker)" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:16 msgid "TM-T70II-DT" msgstr "TM-T70II-DT" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:17 msgid "TM-T88V-DT" msgstr "TM-T88V-DT" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:18 msgid "TM-L90-i" msgstr "TM-L90-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:19 msgid "TM-T20II-i" msgstr "TM-T20II-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:20 msgid "TM-T70-i" msgstr "TM-T70-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:21 msgid "TM-T82II-i" msgstr "TM-T82II-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:22 msgid "TM-T83II-i" msgstr "TM-T83II-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:23 msgid "TM-T88V-i" msgstr "TM-T88V-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:24 msgid "TM-U220-i" msgstr "TM-U220-i" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:25 msgid "TM-m10" msgstr "TM-m10" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:26 msgid "TM-m30" msgstr "TM-m30" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:27 msgid "TM-P20 (Wi-Fi® model)" msgstr "TM-P20 (Wi-Fi®-Modell)" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28 msgid "TM-P60II (Receipt: Wi-Fi® model)" msgstr "TM-P60II (Bon: Wi-Fi®-Modell)" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:29 msgid "TM-P60II (Peeler: Wi-Fi® model)" msgstr "TM-P60II (Peeler: Wi-Fi®-Modell)" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:30 msgid "TM-P80 (Wi-Fi® model)" msgstr "TM-P80 (Wi-Fi®-Modell)" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:32 msgid "" "To work with Odoo, some models that can be used without an :doc:`IoT box " "<../../../productivity/iot/config/connect>` may require :doc:`the HTTPS " "protocol ` to establish a secure connection between the browser and " "the printer. However, trying to reach the printer's IP address using HTTPS " "leads to a warning page on most web browsers. In that case, you can " "temporarily :ref:`force the connection `, which " "allows you to reach the page in HTTPS and use the ePOS printer in Odoo as " "long as the browser window stays open." msgstr "" "Um mit Odoo zu arbeiten, benötigen einige Modelle, die ohne eine :doc:`IoT-" "Box <../../../productivity/iot/config/connect>` verwendet werden können, " "möglicherweise :doc:`das HTTPS-Protokoll `, um eine sichere " "Verbindung zwischen dem Browser und dem Drucker herzustellen. Der Versuch, " "die IP-Adresse des Druckers über HTTPS zu erreichen, führt jedoch bei den " "meisten Webbrowsern zu einer Warnseite. In diesem Fall können Sie " "vorübergehend :ref:`die Verbindung erzwingen `, " "wodurch Sie die Seite in HTTPS erreichen und den ePOS-Drucker in Odoo " "verwenden können, solange das Browserfenster geöffnet bleibt." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:40 msgid "" "The connection is lost after closing the browser window. Therefore, this " "method should only be used as a **workaround** or as a pre-requisite for the" " :ref:`following instructions `." msgstr "" "Die Verbindung geht nach dem Schließen des Browserfensters verloren. Daher " "sollte diese Methode nur als **Übergangslösung** oder als Voraussetzung für " "die :ref:`Befolgung der Anweisungen ` verwendet " "werden." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47 msgid "Generate, export, and import self-signed certificates" msgstr "Selbstsignierte Zertifikate generieren, exportieren und importieren" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:49 msgid "" "For a long-term solution, you must generate a **self-signed certificate**. " "Then, export and import it into your browser." msgstr "" "Für eine langfristige Lösung müssen Sie ein **selbstsigniertes Zertifikat** " "erstellen. Exportieren und importieren Sie es dann in Ihren Browser." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:53 msgid "" "**Generating** an SSL certificate should only be done **once**. If you " "create another certificate, devices using the previous one will lose HTTPS " "access." msgstr "" "Die **Generierung** eines SSL-Zertifikats sollte nur **einmal** durchgeführt" " werden. Wenn Sie ein weiteres Zertifikat erstellen, verlieren Geräte, die " "das vorherige Zertifikat verwenden, den HTTPS-Zugang." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:58 msgid "Windows 10 & Linux OS" msgstr "Windows 10 & Linux OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:62 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:191 msgid "Generate a self-signed certificate" msgstr "Selbstsigniertes Zertifikat generieren" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:64 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:193 msgid "" "Navigate to the ePOS' IP address (e.g., `https://192.168.1.25`) and force " "the connection by clicking :guilabel:`Advanced` and :guilabel:`Proceed to " "[IP address] (unsafe)`." msgstr "" "Navigieren Sie zur IP-Adresse des ePOS (z. B. `https://192.168.1.25`) und " "erzwingen Sie die Verbindung, indem Sie auf :guilabel:`Advanced` (Erweitert)" " und :guilabel:`Proceed to [IP address] (unsafe)` (Weiter zu [IP-Adresse] " "(unsicher)) klicken." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "Warnseite über den Verbindungsdatenschutz bei Google Chrome" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:72 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:201 msgid "Warning page on Google Chrome, Windows 10" msgstr "Warnseite auf Google Chrome, Windows 10" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:74 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:203 msgid "" "Then, sign in using your printer credentials to access the ePOS printer " "settings. To sign in, enter `epson` in the :guilabel:`ID` field and your " "printer serial number in the :guilabel:`Password` field." msgstr "" "Melden Sie sich dann mit Ihren Druckeranmeldedaten an, um auf die ePOS-" "Druckereinstellungen zuzugreifen. Um sich anzumelden, geben Sie `epson` in " "das Feld :guilabel:`ID` und Ihre Druckerseriennummer in das Feld " ":guilabel:`Password` (Passwort) ein." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:78 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:207 msgid "" "Click :guilabel:`Certificate List` in the :guilabel:`Authentication` " "section, and click :guilabel:`create` to generate a new **Self-Signed " "Certificate**. The :guilabel:`Common Name` should be automatically filled " "out. If not, fill it in with the printer IP address number. Select the years" " the certificate will be valid in the :guilabel:`Validity Period` field, " "click :guilabel:`Create`, and :guilabel:`Reset` or manually restart the " "printer." msgstr "" "Klicken Sie im Abschnitt :guilabel:`Authentication` (Authentifizierung) auf " ":guilabel:`Certificate List` (Zertifikatsliste) und klicken Sie auf " ":guilabel:`Create` (Erstellen), um ein neues **Selbstsigniertes Zertifikat**" " zu erzeugen. Der :guilabel:`Common Name` (Allgemeine Name) sollte " "automatisch ausgefüllt werden. Falls nicht, geben Sie hier die IP-Adresse " "des Druckers ein. Wählen Sie im Feld :guilabel:`Validity Period` " "(Gültigkeitsdauer) die Jahre aus, für die das Zertifikat gültig sein soll, " "klicken Sie auf :guilabel:`Create` (Erstellen) und :guilabel:`Reset` " "(Zurücksetzen) oder starten Sie den Drucker manuell neu." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:85 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:214 msgid "" "The self-signed certificate is generated. Reload the page and click " ":guilabel:`SSL/TLS` in the :guilabel:`Security` section to ensure " "**Selfsigned Certificate** is correctly selected in the :guilabel:`Server " "Certificate` section." msgstr "" "Das selbstsignierte Zertifikat wird generiert. Laden Sie die Seite neu und " "klicken Sie Abschnitt :guilabel:`Security` (Sicherheit) auf " ":guilabel:`SSL/TLS`, um sicherzustellen, dass **Selbstsigniertes " "Zertifikat** im Abschnitt :guilabel:`Server Certificate` (Serverzertifikat) " "korrekt ausgewählt ist." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:89 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:218 msgid "Export a self-signed certificate" msgstr "Selbstsigniertes Zertifikat exportieren" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:91 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:220 msgid "" "The export process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser. Start by accessing your ePOS printer settings on your web " "browser by navigating to its IP address (e.g., `https://192.168.1.25`). " "Then, force the connection as explained in the **Generate a self-signed " "certificate tab**." msgstr "" "Der Exportvorgang hängt stark vom :abbr:`BS (Betriebssystem)` und dem " "Browser ab. Rufen Sie zunächst die Einstellungen Ihres ePOS-Druckers in " "Ihrem Webbrowser auf, indem Sie zu seiner IP-Adresse navigieren (z. B. " "`https://192.168.1.25`). Erzwingen Sie dann die Verbindung, wie im Reiter " "**Selbstsigniertes Zertifikat generieren** beschrieben." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:96 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:156 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:225 msgid "If you are using **Google Chrome**," msgstr "Wenn Sie **Google Chrome** nutzen:" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:98 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:227 msgid "" "click :guilabel:`Not secure` next to the search bar, and " ":guilabel:`Certificate is not valid`;" msgstr "" "Klicken Sie neben der Suchleiste auf :guilabel:`Not safe` (Nicht sicher) und" " :guilabel:`Certificate is not valid` (Zertifikat ist nicht gültig);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "" "„Verbindung zum Drucker nicht sicher“-Schaltfläche im Google-Chrome-Browser." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:104 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:233 msgid "go to the :guilabel:`Details` tab and click :guilabel:`Export`;" msgstr "" "Gehen Sie zum Reiter :guilabel:`Details` und klicken Sie auf " ":guilabel:`Export` (Exportieren);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:105 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:234 msgid "" "add `.crt` at the end of the file name to ensure it has the correct " "extension;" msgstr "" "Fügen Sie `.crt` am Ende des Dateinamens hinzu, um sicherzustellen, dass die" " Datei die richtige Erweiterung hat;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:106 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:235 msgid "" "select :guilabel:`Base64-encoded ASCII, single certificate`, at the bottom " "of the pop-up window;" msgstr "" "Wählen Sie :guilabel:`Base64-encoded ASCII, single certificate` " "(Base64-codiertes ASCII, Einzelzertifikat), am unteren Rand des Pop-up-" "Fensters;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:108 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:125 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:237 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:254 msgid "save, and the certificate is exported." msgstr "Speichern Sie und das Zertifikat wurd exportiert." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:111 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not see the file during the import process." msgstr "" "Achten Sie darauf, dass das Zertifikat mit der Erweiterung `.crt` endet. " "Andernfalls sehen einige Browser die Datei während des Importvorgangs " "möglicherweise nicht." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:114 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:168 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:243 msgid "If you are using **Mozilla Firefox**," msgstr "Wenn Sie **Mozilla Firefox** nutzen:" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:116 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:245 msgid "click the **lock-shaped** icon on the left of the address bar;" msgstr "" "Klicken Sie auf das **Schloss-Symbol** auf der linken Seite der " "Adressleiste;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:117 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:246 msgid "" "go to :menuselection:`Connection not secure --> More information --> " "Security tab --> View certificate`;" msgstr "" "Gehen Sie zu :menuselection:`Connection not secure --> More information --> " "Security tab --> View certificate` (Verbindung nicht sicher --> Weitere " "Informationen --> Sicherheit-Reiter --> Zertifikat anzeigen);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "" "„Verbindung ist nicht sicher“-Schaltfläche im Mozilla-Firefox-Browser." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:123 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:252 msgid "scroll down to the :guilabel:`Miscellaneous` section;" msgstr "" "Scrollen Sie nach unten zum Abschnitt :guilabel:`Miscellaneous` (Sonstiges);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:124 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:253 msgid "click :guilabel:`PEM (cert)` in the :guilabel:`Download` section;" msgstr "" "Klicken Sie auf :guilabel:`PEM (cert)` im Abschnitt :guilabel:`Download` " "(Herunterladen);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "Import a self-signed certificate" msgstr "Selbstsigniertes Zertifikat importieren" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:129 msgid "" "The import process is heavily dependent on the :abbr:`OS (Operating System)`" " and the browser." msgstr "" "Der Importvorgang ist stark abhängig vom :abbr:`BS (Betriebssystem)` und dem" " Browser." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:134 msgid "Windows 10" msgstr "Windows 10" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:136 msgid "" "Windows 10 manages certificates, which means that self-signed certificates " "must be imported from the certification file rather than the browser. To do " "so," msgstr "" "Windows 10 verwaltet Zertifikate, was bedeutet, dass selbstsignierte " "Zertifikate aus der Zertifizierungsdatei und nicht aus dem Browser " "importiert werden müssen. Befolgen Sie folgende Schritte:" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "" "Öffnen Sie den Windows-Datei-Explorer und suchen Sie die heruntergeladene " "Zertifizierungsdatei;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "" "Klicken Sie mit der rechten Maustaste auf die Zertifizierungsdatei und " "klicken Sie auf :guilabel:`Install Certificate` (Zertifikat installieren);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:142 msgid "" "select where to install the certificate and for whom - either for the " ":guilabel:`Current User` or all users (:guilabel:`Local Machine`). Then, " "click :guilabel:`Next`;" msgstr "" "Wählen Sie aus, wo und für wen das Zertifikat installiert werden soll – " "entweder für den :guilabel:`Current User` (Aktueller Benutzer) oder für alle" " Benutzer (:guilabel:`Local Machine` (Lokaler Rechner)). Klicken Sie dann " "auf :guilabel:`Next` (Weiter);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:145 msgid "" "on the `Certificate Store` screen, tick :guilabel:`Place all certificates in" " the following store`, click :guilabel:`Browse...`, and select " ":guilabel:`Trusted Root Certification Authorities`;" msgstr "" "Markieren Sie auf dem Bildschirm `Certificate Store` (Zertifikatspeicher) " "das Kontrollkästchen :guilabel:`Place all certificates in the following " "store` (Alle Zertifikate im folgenden Speicher ablegen), klicken Sie auf " ":guilabel:`Browse ...` (Durchsuchen) und wählen Sie :guilabel:`Trusted Root " "Certification Authorities` (Vertraute Stammzertifizierungsstellen);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:151 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "" "Klicken Sie auf :guilabel:`Finish` (Abschließen), akzeptieren Sie das Pop-" "up-Sicherheitsfenster;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152 msgid "restart the computer to make sure that the changes are applied." msgstr "" "Starten Sie den Computer neu, um sicherzustellen, dass die Änderungen " "übernommen werden." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:154 msgid "Linux" msgstr "Linux" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:158 msgid "open Chrome;" msgstr "Öffnen Sie Chrome;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159 msgid "" "go to :menuselection:`Settings --> Privacy and security --> Security --> " "Manage certificates`;" msgstr "" "Gehen Sie zu :menuselection:`Settings --> Privacy and security --> Security " "--> Manage certificates` (Einstellungen --> Privatsphäre und Sicherheit --> " "Sicherheit --> Zertifikat verwalten);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:161 msgid "" "go to the :guilabel:`Authorities` tab, click :guilabel:`Import`, and select " "the exported certification file;" msgstr "" "Gehen Sie zum Reiter :guilabel:`Authorities` (Behörden), klicken Sie auf " ":guilabel:`Import` (Importieren) und wählen Sie die exportierte " "Zertifizierungsdatei aus;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:163 msgid "accept all warnings;" msgstr "Akzeptieren Sie alle Warnungen;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:164 msgid "click :guilabel:`ok`;" msgstr "Klicken Sie auf :guilabel:`ok`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:165 #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:175 msgid "restart your browser." msgstr "Starten Sie Ihren Browser neu." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:170 msgid "open Firefox;" msgstr "Öffnen Sie Firefox;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:171 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "" "Gehen Sie zu :menuselection:`Settings --> Privacy & Security --> Security " "--> View Certificates... --> Import` (Einstellungen --> Privatsphäre und " "Sicherheit --> Sicherheit --> Zertifikate ansehen ... --> Importieren);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:173 msgid "select the exported certification file;" msgstr "Wählen Sie die exportierte Zertifizierungsdatei;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:174 msgid "tick the checkboxes and validate;" msgstr "Kreuzen Sie die Kontrollkästchen an und validieren Sie;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:177 msgid "Mac OS" msgstr "Mac OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:179 msgid "" "On Mac OS, you can secure the connection for all browsers by following these" " steps:" msgstr "" "In Mac OS können Sie die Verbindung für alle Browser sichern, indem Sie die " "folgenden Schritte ausführen:" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:181 msgid "" "open Safari and navigate to your printer's IP address. Doing so leads to a " "warning page;" msgstr "" "Öffnen Sie Safari und navigieren Sie zur IP-Adresse Ihres Druckers. Dies " "führt zu einer Warnseite;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:182 msgid "" "on the warning page, go to :menuselection:`Show Details --> visit this " "website --> Visit Website`, validate;" msgstr "" "Gehen Sie zu der Warnseite auf :menuselection:`Show Details --> visit this " "website --> Visit Website` (Details anzeigen --> Diese Website besuchen --> " "Website besuchen), validieren Sie;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:184 msgid "reboot the printer so you can use it with any other browser." msgstr "" "Starten Sie den Drucker neu, damit Sie ihn mit jedem anderen Browser " "verwenden können." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:186 msgid "" "To generate and export an SSL certificate and send it to IOS devices, open " "**Google Chrome** or **Mozilla Firefox**. Then," msgstr "" "Um ein SSL-Zertifikat zu erstellen und zu exportieren und es an IOS-Geräte " "zu senden, öffnen Sie **Google Chrome** oder **Mozilla Firefox**." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "Warnseite über den Verbindungsdatenschutz bei Google Chrome" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome" msgstr "„Verbindung zum Drucker nicht sicher“-Schaltfläche in Google Chrome" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:240 msgid "" "Make sure that the certificate ends with the extension `.crt`. Otherwise, " "some browsers might not find the file during the import process." msgstr "" "Achten Sie darauf, dass das Zertifikat mit der Erweiterung `.crt` endet. " "Andernfalls finden einige Browser die Datei während des Importvorgangs " "möglicherweise nicht." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "„Verbindung ist nicht sicher“-Schaltfläche in Mozilla Firefox" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "Android OS" msgstr "Android OS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:258 msgid "" "To import an SSL certificate into an Android device, first create and export" " it from a computer. Next, transfer the `.crt` file to the device using " "email, Bluetooth, or USB. Once the file is on the device," msgstr "" "Um ein SSL-Zertifikat in ein Android-Gerät zu importieren, erstellen und " "exportieren Sie es zunächst auf einem Computer. Als nächstes übertragen Sie " "die `.crt`-Datei per E-Mail, Bluetooth oder USB auf das Gerät. Sobald sich " "die Datei auf dem Gerät befindet," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:262 msgid "open the settings and search for `certificate`;" msgstr "" "öffnen Sie die Einstellungen und suchen Sie nach `Certificate` (Zertifikat);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:263 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "" "klicken Sie auf :guilabel:`Certificate AC` (Zertifikat AC) (Vom " "Gerätespeicher installieren);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:264 msgid "select the certificate file to install it on the device." msgstr "" "wählen Sie die Zertifikatsdatei aus, um sie auf dem Gerät zu installieren." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:267 msgid "" "The specific steps for installing a certificate may vary depending on the " "version of Android and the device manufacturer." msgstr "" "Die spezifischen Schritte zur Installation eines Zertifikats können je nach " "Android-Version und Gerätehersteller variieren." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:270 msgid "iOS" msgstr "iOS" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:272 msgid "" "To import an SSL certificate into an iOS device, first create and export it " "from a computer. Then, transfer the `.crt` file to the device using email, " "Bluetooth, or any file-sharing service." msgstr "" "Um ein SSL-Zertifikat in ein iOS-Gerät zu importieren, erstellen und " "exportieren Sie es zunächst auf einem Computer. Übertragen Sie dann die " "`.crt`-Datei per E-Mail, Bluetooth oder mit einem anderen Dienst zur " "Dateifreigabe." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:276 msgid "" "Downloading this file triggers a warning pop-up window. Click " ":guilabel:`Allow` to download the configuration profile, and close the " "second pop-up window. Then," msgstr "" "Das Herunterladen dieser Datei löst ein Pop-up-Fenster mit einer Warnung " "aus. Klicken Sie auf :guilabel:`Zulassen`, um das Konfigurationsprofil " "herunterzuladen, und schließen Sie das zweite Pop-up-Fenster. Dann," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:279 msgid "go to the **Settings App** on the iOS device;" msgstr "zur **Einstellungen-App** auf dem iOS-Gerät;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "" "klicken Sie unter der Infobox des Benurters auf :guilabel:`Profile " "Downloaded` (Profil heruntergeladen);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:281 msgid "locate the downloaded `.crt` file and select it;" msgstr "suchen Sie die `.crt`-Datei und wählen Sie sie aus;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "" "klicken Sie oben rechts im Bildschirm auf :guilabel:`Install` " "(Installieren);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:283 msgid "if a passcode is set on the device, enter the passcode;" msgstr "" "geben Sie das Kennwort ein, wenn auf dem Gerät ein Kennwort eingestellt ist;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:284 msgid "" "click :guilabel:`Install` on the top right of the certificate warning screen" " and the pop-up window;" msgstr "" "klicken Sie oben rechts auf dem Warnbildschirm des Zertifikats und dem Pop-" "up-Fenster auf :guilabel:`Install` (Installieren);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:286 msgid "click :guilabel:`Done`." msgstr "klicken Sie auf :guilabel:`Done` (Erledigt)." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:290 msgid "" "The certificate is installed, but it still needs to be authenticated. To do " "so," msgstr "" "Das Zertifikat ist installiert, muss aber noch authentifiziert werden. Dazu" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:292 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr "" "gehen Sie zu :menuselection:`Einstellungen --> Allgemein --> Über--> " "Einstellungen zu Zertifikatsvertrauenswürdigkeit`" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:293 msgid "enable the installed certificate using the **slide button**;" msgstr "aktivieren Sie das installierte Zertifikat mit dem **Schieberegler**;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:294 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "klicken Sie im Pop-up-Fenster auf :guilabel:`Fortfahren`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:297 msgid "" "If you need to export SSL certificates from an operating system or web " "browser that has not been mentioned, search for `export SSL certificate` + " "`the name of your browser or operating system` in your preferred search " "engine." msgstr "" "Wenn Sie SSL-Zertifikate von einem nicht genannten Betriebssystem oder " "Webbrowser exportieren müssen, suchen Sie in Ihrer bevorzugten Suchmaschine " "nach `SSL-Zertifikat exportieren` + `Name Ihres Browsers oder " "Betriebssystems`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:300 msgid "" "Similarly, to import SSL certificates from an unmentioned OS or browser, " "search for `import SSL certificate root authority` + `the name of your " "browser or operating system` in your preferred search engine." msgstr "" "Um SSL-Zertifikate von einem nicht genannten Betriebssystem oder Browser zu " "importieren, suchen Sie in Ihrer bevorzugten Suchmaschine nach `SSL-" "Stammzertifizierungsstelle importieren` + `Name Ihres Browsers oder " "Betriebssystems`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:305 msgid "Check if the certificate was imported correctly" msgstr "Prüfen, ob das Zertifikat korrekt importiert wurde" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:307 msgid "" "To confirm your printer's connection is secure, connect to its IP address " "using HTTPS. For example, navigate to `https://192.168.1.25` in your " "browser. If the SSL certificate has been applied correctly, you should no " "longer see a warning page, and the address bar should display a padlock " "icon, indicating that the connection is secure." msgstr "" "Um zu überprüfen, ob die Verbindung Ihres Druckers sicher ist, verbinden Sie" " sich mit seiner IP-Adresse über HTTPS. Navigieren Sie zum Beispiel in Ihrem" " Browser zu `https://192.168.1.25`. Wenn das SSL-Zertifikat korrekt " "angewendet wurde, sollten Sie keine Warnseite mehr sehen, und in der " "Adressleiste sollte ein Schloss-Symbol erscheinen, das anzeigt, dass die " "Verbindung sicher ist." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "Sichere Verbindung (HTTPS)" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:5 msgid "" "If **Direct Devices** is enabled in a Point of Sale settings (for example, " "if you use an ePos printer), HTTP becomes the default protocol." msgstr "" "Wenn **Direkte Geräte** in den Einstellungen eines Kassensystems aktiviert " "ist (z. B. wenn Sie einen ePos-Drucker verwenden), wird HTTP zum " "Standardprotokoll." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "" "Ihr Kassensystem zwingen, eine sichere Verbindung zu verwenden (HTTPS)" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:11 msgid "" "Add a new **key** in the **System Parameters** to force your Point of Sale " "to use a secure connection with the HTTPS protocol." msgstr "" "Fügen Sie einen neuen **Schlüssel** in den **Systemparametern** hinzu, um " "Ihr Kassensystem zu zwingen, eine sichere Verbindung mit dem HTTPS-Protokoll" " zu verwenden." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:14 msgid "" "To do so, activate the :ref:`developer mode `, go to " ":menuselection:`Settings --> Technical --> Parameters --> System " "Parameters`, then create a new parameter, add the following values and click" " on *Save*." msgstr "" "Aktivieren Sie dazu den :ref:`Entwicklermodus `, gehen Sie " "zu :menuselection:`Einstellungen --> Technisch --> Parameter --> " "Systemparameter`, erstellen Sie dann einen neuen Parameter, fügen Sie die " "folgenden Werte hinzu und klicken Sie auf *Speichern*." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr "**Schlüssel**: `point_of_sale.enforce_https`" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "**Wert**: `True`" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:22 msgid ":doc:`epos_ssc`" msgstr ":doc:`epos_ssc`" #: ../../content/applications/sales/point_of_sale/employee_login.rst:3 msgid "Multi-employee management" msgstr "Verwaltung mehrerer Mitarbeiter" #: ../../content/applications/sales/point_of_sale/employee_login.rst:5 msgid "" "Odoo Point of Sale allows you to manage access to a specific POS by enabling" " the **Multi Employees per Session** feature. When activated, :ref:`you can " "select which users can log into the POS ` and :ref:`keep" " track of the employees involved in each order `." msgstr "" "Odoo Kassensystem ermöglicht es Ihnen, den Zugriff auf eine bestimmte Kasse " "zu verwalten, indem Sie die Funktion **Mehrere Mitarbeiter pro Sitzung** " "aktivieren. Wenn diese Funktion aktiviert ist, :ref:`können Sie auswählen, " "welche Benutzer sich im Kassensystem anmelden können ` " "und :ref:`die an den einzelnen Aufträgen beteiligten Mitarbeiter im Auge " "behalten `." #: ../../content/applications/sales/point_of_sale/employee_login.rst:15 msgid "" ":ref:`Access the POS settings ` and select your POS," " or click the vertical ellipsis button (:guilabel:`⋮`) on a POS card and " "click :guilabel:`Edit`. Then, enable :guilabel:`Multi Employees per " "Session`, and add the allowed employees in the :guilabel:`Allowed Employees`" " field." msgstr "" ":ref:`Greifen Sie auf die Kasseneinstellungen zu ` " "und wählen Sie Ihr Kassensystem aus, oder klicken Sie auf die vertikale " "Ellipsen-Schaltfläche (:guilabel:`⋮`) auf einer Kassensystemkarte und " "klicken Sie auf :guilabel:`Bearbeiten`. Aktivieren Sie dann " ":guilabel:`Mehrere Mitarbeiter pro Sitzung` und fügen Sie die erlaubten " "Mitarbeiter in das Feld :guilabel:`Erlaubte Mitarbeiter` ein." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "Einstellung zur Aktivierung mehrerer Kassierer im Kassensystem" #: ../../content/applications/sales/point_of_sale/employee_login.rst:28 msgid "" "Once the feature is activated, cashiers can log in :ref:`by scanning their " "badge ` or selecting their name from the list of " "allowed employees to :ref:`open the session `." msgstr "" "Sobald die Funktion aktiviert ist, können sich Kassierer :ref:`durch Scannen" " ihres Ausweises ` anmelden oder ihren Namen aus der " "Liste der erlaubten Mitarbeiter auswählen, um :ref:`die Sitzung zu eröffnen " "`." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "" "Fenster zum Eröffnen einer Sitzung, wenn die Funktion für mehrere Kassierer " "aktiviert ist" #: ../../content/applications/sales/point_of_sale/employee_login.rst:35 msgid "" "To switch to another user :ref:`from an open session `, " "click the employee name at the top-right of the screen and select the " "employee to swap with from the list." msgstr "" "Um zu einem anderen Benutzer :ref:`aus einer offenen Sitzung ` zu wechseln, klicken Sie auf den Mitarbeiternamen oben rechts auf " "dem Bildschirm und wählen Sie den Mitarbeiter, mit dem Sie tauschen möchten," " aus der Liste aus." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "Schaltfläche zum Wechseln eines Kassierers zum anderen." #: ../../content/applications/sales/point_of_sale/employee_login.rst:41 msgid "" "You can also require your employees to enter a pin code every time they log " "into a POS to prevent them from logging in as someone else. To define the " "code, go to the **Employees** app, open the employee form, and click the " ":guilabel:`HR settings` tab. Then, enter a pin code of your choice in the " ":guilabel:`PIN Code` field of the :guilabel:`Attendance/Point of Sale` " "category." msgstr "" "Sie können von Ihren Mitarbeitern auch verlangen, dass sie bei jeder " "Anmeldung an einer Kasse einen Pin-Code eingeben, um zu verhindern, dass sie" " sich als jemand anderes anmelden. Um den Code festzulegen, gehen Sie zur " "**Mitarbeiter**-App, öffnen Sie das Mitarbeiterformular und klicken auf den " "Reiter :guilabel:`HR-Einstellungen`. Geben Sie dann einen Pin-Code Ihrer " "Wahl in das Feld :guilabel:`PIN-Code` der Kategorie " ":guilabel:`Anwesenheit/Kassensystem` ein." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting on the employee form to assign a badge ID and a PIN code." msgstr "" "Einstellung auf dem Mitarbeiterformular, um eine Ausweis-ID und einen PIN-" "Code zuzuweisen." #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "Mit Ausweisen anmelden" #: ../../content/applications/sales/point_of_sale/employee_login.rst:54 msgid "" "For your employees to be able to log in by scanning their badge, they must " "have a badge ID assigned. To do so, go to the **Employees** app, open the " "employee form, and click the :guilabel:`HR settings` tab. Then, enter the " "badge ID of your choice in the :guilabel:`Badge ID` field of the " ":guilabel:`Attendance/Point of Sale` category or click :guilabel:`Generate`." msgstr "" "Damit sich Ihre Mitarbeiter durch Scannen ihres Ausweises anmelden können, " "muss ihnen eine Ausweis-ID zugewiesen werden. Gehen Sie dazu zur " "**Mitarbeiter**-App, öffnen Sie das Mitarbeiterformular und klicken Sie auf " "den Reiter :guilabel:`HR-Einstellungen`. Geben Sie dann die gewünschte " "Ausweis-ID in das Feld :guilabel:`Ausweis-ID` der Kategorie " ":guilabel:`Anwesenheit/Kassensystem` ein oder klicken Sie auf " ":guilabel:`Generieren`." #: ../../content/applications/sales/point_of_sale/employee_login.rst:59 msgid "" "To switch to another user, lock the session by clicking the lock-shaped icon" " (:guilabel:`🔓`) at the top-right of the screen and scan your badge." msgstr "" "Um zu einem anderen Benutzer zu wechseln, sperren Sie die Sitzung, indem Sie" " auf das schlossförmige Symbol (:guilabel:`🔓`) oben rechts auf dem " "Bildschirm klicken und Ihren Ausweis scannen." #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "Analytics" #: ../../content/applications/sales/point_of_sale/employee_login.rst:67 msgid "" "Once you close and post the POS session, access the comprehensive report to " "review all session activities, including who initiated the session and who " "handled specific orders. To access the session's report, click the vertical " "ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Sessions` from the :guilabel:`View` section. Then, select a " "specific session for more detailed information, and click the " ":guilabel:`Orders` button to view a list of all orders placed during that " "session." msgstr "" "Sobald Sie die Kassensitzung geschlossen und gebucht haben, können Sie den " "umfassenden Bericht aufrufen, um alle Aktivitäten der Sitzung zu überprüfen," " einschließlich der Frage, wer die Sitzung eröffnet hat und wer bestimmte " "Aufträge bearbeitet hat. Um auf den Sitzungsbericht zuzugreifen, klicken Sie" " auf die vertikale Ellipsen-Schaltfläche (:guilabel:`⋮`) auf der " "Kassensystemkarte und wählen :guilabel:`Sitzungen` aus dem Abschnitt " ":guilabel:`Ansicht`. Wählen Sie dann eine bestimmte Sitzung aus, um " "detailliertere Informationen zu erhalten, und klicken Sie auf die " "Schaltfläche :guilabel:`Aufträge`, um eine Liste aller während dieser " "Sitzung aufgegebenen Aufträge anzuzeigen." #: ../../content/applications/sales/point_of_sale/employee_login.rst:74 msgid "" "To get an overview of all orders, regardless of the session, click the " "vertical ellipsis button (:guilabel:`⋮`) on the POS card and select " ":guilabel:`Orders` from the :guilabel:`View` section." msgstr "" "Um einen Überblick über alle Aufträge zu erhalten, unabhängig von der " "Sitzung, klicken Sie auf die vertikale Ellipsen-Schaltfläche (:guilabel:`⋮`)" " auf der Kassensystemkarte und wählen Sie :guilabel:`Aufträge` aus dem " "Abschnitt :guilabel:`Ansicht`." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "Zahlungsmethoden" #: ../../content/applications/sales/point_of_sale/payment_methods.rst:7 msgid "" "To add a payment method, you first need to create it. Go to " ":menuselection:`Point of Sale --> Configuration --> Payment Methods --> " "New`, and set a name. Check :guilabel:`Identify Customer` to allow this " "payment method *exclusively* for registered customers." msgstr "" "Um eine Zahlungsmethode hinzuzufügen, müssen Sie sie zunächst erstellen. " "Gehen Sie zu :menuselection:`Kassensystem --> Konfiguration --> " "Zahlungsmethoden --> Neu`, und geben Sie einen Namen ein. Kreuzen Sie " ":guilabel:`Kunde identifizieren` an, um diese Zahlungsmethode " "*ausschließlich* für registrierte Kunden zuzulassen." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:11 msgid "" "Then, select the :guilabel:`Journal`. Choose :guilabel:`Cash` to use this " "payment method for cash payments, or :guilabel:`Bank` to use it for card " "payments." msgstr "" "Wählen Sie dann das Feld :guilabel:`Journal`. Wählen Sie " ":guilabel:`Bargeld`, um diese Zahlungsmethode für Barzahlungen zu verwenden," " oder :guilabel:`Bank`, um sie für Kartenzahlungen zu verwenden." #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "Erstellung einer neuen Zahlungsmethode für ein Kassensystem." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:18 msgid "" "Selecting a :guilabel:`bank` journal automatically adds the :guilabel:`Use a" " Payment Terminal` field in which you can add your :doc:`payment terminal's " "information `." msgstr "" "Die Auswahl eines :guilabel:`Bank`-Journals fügt automatisch das Feld " ":guilabel:`Zahlungsterminal verwenden` hinzu, in das Sie die Informationen " "Ihres :doc:`Zahlungsterminals ` eintragen können." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:23 msgid ":doc:`payment_methods/terminals`." msgstr ":doc:`payment_methods/terminals`." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:25 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:78 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:45 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:63 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:72 msgid "" "Once the payment method is created, you can select it in your POS settings. " "To do so, go to the :ref:`POS' settings `, click " ":guilabel:`Edit`, and add the payment method under the :guilabel:`Payments` " "section." msgstr "" "Sobald die Zahlungsmethode erstellt ist, können Sie sie in Ihren " "Kassensystem-Einstellungen auswählen. Gehen Sie dazu zu den " ":ref:`Kassensystem-Einstellungen `, klicken Sie auf " ":guilabel:`Bearbeiten` und fügen Sie die Zahlungsmethode im Abschnitt " ":guilabel:`Zahlungen` hinzu." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "Zahlungsterminals" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:7 msgid "" "Connecting and integrating a payment terminal with your POS system allows " "you to accept multiple payment options, including credit and debit cards, " "making the payment process more efficient." msgstr "" "Wenn Sie ein Zahlungsterminal mit Ihrem Kassensystem verbinden und " "integrieren, können Sie mehrere Zahlungsoptionen, einschließlich Kredit- und" " Debitkarten, akzeptieren und so den Zahlungsvorgang effizienter gestalten." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:15 msgid "" "Go to the :ref:`application settings `, scroll down " "to the :guilabel:`Payment Terminals` section, and tick your terminal's " "checkbox." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "" "Kontrollkästchen in den Einstellungen, um einen Zahlungsterminal zu " "aktivieren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "" "Folgen Sie dann der entsprechenden Dokumentation, um Ihr Gerät zu " "konfigurieren:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`Adyen configuration `" msgstr ":doc:`Adyen-Konfiguration `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Ingenico configuration `" msgstr ":doc:`Ingenico-Konfiguration `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`SIX configuration `" msgstr ":doc:`SIX-Konfiguration `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Stripe configuration `" msgstr ":doc:`Stripe-Konfiguration `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:27 msgid ":doc:`Vantiv configuration `" msgstr ":doc:`Vantiv-Konfiguration `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 msgid ":doc:`Worldline configuration `" msgstr ":doc:`Worldline-Konfiguration `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:30 msgid "" "Once the terminal is configured, you can :doc:`create the corresponding " "payment method and add it to the POS <../payment_methods>`." msgstr "" "Sobald das Terminal konfiguriert ist, können Sie :doc:`die entsprechende " "Zahlungsmethode erstellen und zum Kassensystem hinzufügen " "<../payment_methods>`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:3 msgid "Adyen" msgstr "Adyen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:5 msgid "" "Connecting an **Adyen payment terminal** allows you to offer a fluid payment" " flow to your customers and ease the work of your cashiers." msgstr "" "Durch die Verbindung eines **Adyen-Zahlungsterminals** können Sie Ihren " "Kunden einen flüssigen Zahlungsfluss bieten und Ihren Kassierern die Arbeit " "erleichtern." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:9 msgid "" "Adyen works only with businesses processing **more** than **10 million " "annually** or invoicing a **minimum** of **1,000** transactions **per " "month**." msgstr "" "Adyen arbeitet nur mit Betrieben zusammen, die **mehr** als **10 Millionen " "pro Jahr** verarbeiten oder ein **Minimum** von **1.000** Transaktionen " "**pro Monat** abwickeln." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:15 msgid "" "Start by creating your Adyen account on `Adyen's website " "`_. Then, board your terminal following the steps " "described on your terminal's screen." msgstr "" "Beginnen Sie mit der Erstellung Ihres Adyen-Kontos auf der `Adyen-Website " "`_. Konfigurieren Sie dann Ihren Terminal und " "befolgen Sie die auf dem Bildschirm Ihres Terminals beschriebenen Schritte." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:19 msgid "" "`Adyen Docs - Payment terminal quickstart guides " "`_." msgstr "" "`Adyen-Dokumente - Schnellstart-Leitfaden für Zahlungsterminals " "`_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:25 msgid "Generate an Adyen API key" msgstr "Einen Adyen-API-Schlüssel generieren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:27 msgid "" "The **Adyen API key** is used to authenticate requests from your Adyen " "terminal. To generate an API key, go to your :menuselection:`Adyen account " "--> Developers --> API credentials`, and **create** new credentials or " "select **existing** ones. Click :guilabel:`Generate an API key` and save the" " key to paste it into the Odoo :guilabel:`Adyen API key` field at :ref:`the " "payment method creation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:34 msgid "" "`Adyen Docs - API credentials `_." msgstr "" "`Adyen-Dokumente - API-Anmeldedaten `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "Locate the Adyen terminal identifier" msgstr "Die Adyen-Terminal-ID lokalisieren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:42 msgid "" "The **Adyen Terminal Identifier** is the terminal's serial number, which is " "used to identify the hardware." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:45 msgid "" "To find this number, go to your :menuselection:`Adyen account --> Point of " "Sale --> Terminals`, select the terminal to link with, and save its serial " "number to paste it into the Odoo :guilabel:`Adyen Terminal Identifier` field" " at :ref:`the payment method creation `." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:51 msgid "Set the Event URLs" msgstr "Ereignis-URLs einrichten" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:53 msgid "" "For Odoo to know when a payment is made, you must configure the terminal " "**Event URLs**. To do so," msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:55 msgid "Log in to `Adyen's website `_;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:56 msgid "" "Go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" " select the connected terminal;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:58 msgid "From the terminal settings, click :guilabel:`Integrations`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:59 msgid "" "Set the :guilabel:`Switch to decrypted mode to edit this setting` field as " ":guilabel:`Decrypted`;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:60 msgid "" "Click the **pencil icon** button and enter your server address, followed by " "`/pos_adyen/notification` in the :guilabel:`Event URLs` field;" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:62 msgid "Click :guilabel:`Save` at the bottom of the screen to save changes." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:67 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:36 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:15 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:63 msgid "Configure the payment method" msgstr "Die Zahlungsmethode konfigurieren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:69 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:73 msgid "" "Finally, fill in the mandatory fields with your :ref:`Adyen API key " "`, :ref:`Adyen Terminal Identifier `, and " ":guilabel:`Adyen Merchant Account`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:83 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:50 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:68 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:87 msgid "Pay with a payment terminal" msgstr "Mit einem Zahlungsterminal bezahlen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:85 msgid "" "When processing a payment, select :guilabel:`Adyen` as the payment method. " "Check the amount and click on :guilabel:`Send`. Once the payment is " "successful, the status changes to :guilabel:`Payment Successful`." msgstr "" "Wenn Sie eine Zahlung bearbeiten, wählen Sie :guilabel:`Adyen` als " "Zahlungsmethode. Überprüfen Sie den Betrag und klicken Sie auf " ":guilabel:`Senden`. Sobald die Zahlung erfolgreich war, ändert sich der " "Status in :guilabel:`Zahlung erfolgreich`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0 msgid "" "In case of connection issues between Odoo and the payment terminal, force " "the payment by clicking on :guilabel:`Force Done`, which allows you to " "validate the order." msgstr "" "Bei Verbindungsproblemen zwischen Odoo und dem Zahlungsterminal erzwingen " "Sie die Zahlung, indem Sie auf :guilabel:`Erzwingen Erledigt` klicken, " "wodurch Sie den Auftrag validieren können." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:0 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:0 msgid "" "This option is only available after receiving an error message informing you" " that the connection failed." msgstr "" "Diese Option ist nur verfügbar, nachdem Sie eine Fehlermeldung erhalten " "haben, die Sie darüber informiert, dass die Verbindung fehlgeschlagen ist." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:94 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" "Um die Zahlungsanforderung zu stornieren, klicken Sie auf " ":guilabel:`Abbrechen`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:3 msgid "Ingenico" msgstr "Ingenico" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:5 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:5 msgid "" "Connecting a payment terminal allows you to offer a fluid payment flow to " "your customers and ease the work of your cashiers." msgstr "" "Durch die Verbindung eines Zahlungsterminals können Sie Ihren Kunden einen " "flüssigen Zahlungsfluss bieten und Ihren Kassierern die Arbeit erleichtern." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:8 msgid "" "Please note that Ingenico is currently only available for customers in the " "Benelux." msgstr "" "Bitte beachten Sie, dass Ingenico derzeit nur für Kunden in den Benelux-" "Ländern verfügbar ist." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:15 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:15 msgid "Connect an IoT Box" msgstr "Eine IoT-Box anschließen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:17 msgid "" "Connecting an Ingenico Payment Terminal to Odoo is a feature that requires " "an IoT Box. For more information on how to connect an IoT Box to your " "database, please refer to the :doc:`IoT documentation " "`." msgstr "" "Um ein Ingenico-Zahlungsterminal mit Odoo zu verbinden, benötigen Sie eine " "IoT-Box. Weitere Informationen darüber, wie Sie eine IoT-Box mit Ihrer " "Datenbank verbinden können, finden Sie in der :doc:`IoT-Dokumentation " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:22 msgid "Configure the Lane/5000 for Ingenico BENELUX" msgstr "Lane/5000 für Ingenico BENELUX konfigurieren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:24 msgid "" "Click on the F button of the terminal, then go in the :menuselection:`PoS " "Menu --> Settings` and enter the settings password." msgstr "" "Klicken Sie auf die F-Taste des Terminals, gehen Sie dann in die " ":menuselection:`PoS Menu --> Settings` (Kassensystemmenü --> Einstellungen) " "und geben Sie das Passwort für die Einstellungen ein." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:27 msgid "" "Now, click on connection change and TCP/IP. Type the IP of your *IoT Box* " "(you can find it on the form view of your IoT Box). Then, enter 9000 as " "port. The terminal will restart. Once it is done, go on your *IoT Box* form " "in Odoo and verify that the terminal has been found." msgstr "" "Klicken Sie nun auf Verbindungsänderung und TCP/IP. Geben Sie die IP Ihrer " "*IoT-Box* ein (Sie finden sie in der Formularansicht Ihrer IoT-Box). Geben " "Sie dann 9000 als Port ein. Das Terminal wird neu gestartet. Sobald dies " "geschehen ist, rufen Sie Ihr *IoT-Box*-Formular in Odoo auf und überprüfen " "Sie, ob das Terminal gefunden wurde." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:38 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Ingenico` in the :guilabel:`Use a Payment Terminal` field." " Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:52 msgid "" "In your *PoS interface*, when processing a payment, select a *Payment " "Method* using a payment terminal. Check that the amount in the tendered " "column is the one that has to be sent to the payment terminal and click on " "*Send*. When the payment is successful, the status will change to *Payment " "Successful*." msgstr "" "Wählen Sie in Ihrer *Kassenschnittstelle* bei der Bearbeitung einer Zahlung " "eine *Zahlungsmethode* mit einem Zahlungsterminal. Vergewissern Sie sich, " "dass der Betrag in der Angebotsspalte dem Betrag entspricht, der an das " "Zahlungsterminal gesendet werden muss, und klicken Sie auf *Senden*. Wenn " "die Zahlung erfolgreich war, ändert sich der Status in *Zahlung " "erfolgreich*." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:61 msgid "" "If you want to cancel the payment request, click on cancel. You can still " "retry to send the payment request." msgstr "" "Wenn Sie die Zahlungsanforderung abbrechen möchten, klicken Sie auf " "Abbrechen. Sie können trotzdem versuchen, die Zahlungsanforderung erneut zu " "senden." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:64 msgid "" "If there is any issue with the payment terminal, you can still force the " "payment using the *Force Done*. This will allow you to validate the order in" " Odoo even if the connection between the terminal and Odoo has issues." msgstr "" "Wenn es ein Problem mit dem Zahlungsterminal gibt, können Sie die Zahlung " "immer noch erzwingen, indem Sie die Option *Erzwingen Erledigt* verwenden. " "Auf diese Weise können Sie den Auftrag in Odoo validieren, auch wenn es " "Probleme mit der Verbindung zwischen dem Terminal und Odoo gibt." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:70 msgid "" "This option will only be available if you received an error message telling " "you the connection failed." msgstr "" "Diese Option ist nur verfügbar, wenn Sie eine Fehlermeldung erhalten haben, " "dass die Verbindung fehlgeschlagen ist." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:73 msgid "" "Once your payment is processed, on the payment record, you’ll find the type " "of card that has been used and the transaction ID." msgstr "" "Sobald Ihre Zahlung verarbeitet wurde, finden Sie im Zahlungsdatensatz den " "Typ der verwendeten Karte und die Transaktions-ID." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:3 msgid "SIX" msgstr "SIX" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:5 msgid "" "Connecting a **SIX payment terminal** allows you to offer a fluid payment " "flow to your customers and ease the work of your cashiers." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:9 msgid "" "Even though Worldline has acquired SIX Payment Services and both companies " "use Yomani payment terminals, the firmware they run is different. Terminals " "received from Worldline are, therefore, not compatible with this " "integration." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 msgid "Install the POS IoT Six module" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 msgid "" "To activate the POS IoT Six module, go to :guilabel:`Apps`, remove the " ":guilabel:`Apps` filter, and search for **POS IoT Six**. This module adds " "the necessary driver and interface to your database to detect Six terminals." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 msgid "Connect an IoT box" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:29 msgid "" "Connecting a Six payment terminal to Odoo is requires :doc:`using a " "Raspberry Pi or virtual (for Windows OS only) IoT box " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 msgid "Configure the terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:35 msgid "" "Navigate to your IoT Box homepage, where you can find the :guilabel:`Six " "payment terminal` field once your database server is connected to the IoT " "box. Click :guilabel:`Configure`, fill in the :guilabel:`Terminal ID` field " "with the ID received from Six, and click :guilabel:`Connect`. Your Six " "terminal ID should appear in the :guilabel:`Current Terminal Id` section." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Setting the Six terminal ID" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:43 msgid "" "Odoo automatically restarts the IoT box when the Six terminal ID is " "configured. If your Six terminal is online, it will be automatically " "detected and connected to the database. Check the IoT box homepage under the" " :guilabel:`Payments` section to confirm the connection." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Confirming the connection to the Six payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`SIX IOT` in the :guilabel:`Use a Payment Terminal` field. " "Then, select your terminal device in the :guilabel:`Payment Terminal Device`" " field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:70 msgid "" "When processing a payment, select :ref:`your Six payment method " "` in the :guilabel:`Payment Method` section and click " ":guilabel:`Send`. To cancel the payment request, click :guilabel:`Cancel`. " "Once the payment is successful, the status switches to :guilabel:`Payment " "Successful`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Paying with Six" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:79 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:92 msgid "" "Once your payment is processed, the type of card used and the transaction ID" " appear on the payment record." msgstr "" "Sobald Ihre Zahlung verarbeitet wurde, werden die Art der verwendeten Karte " "und die Transaktions-ID im Zahlungsdatensatz angezeigt." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:81 msgid "" "The language used for error messages is the same as the Six terminal. " "Configure the terminal to change the language or contact Six." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:83 msgid "By default, the port used by the Six terminal is `7784`." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:86 msgid "" "If there are connection issues between the payment terminal and Odoo, you " "can still force the payment validation in Odoo using the :guilabel:`Force " "Done` button." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:3 msgid "Stripe" msgstr "Stripe" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:9 msgid "" ":doc:`Use Stripe as payment provider. " "<../../../../finance/payment_providers/stripe>`" msgstr "" ":doc:`Stripe als Zahlungsanbieter verwenden " "<../../../../finance/payment_providers/stripe>`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:17 msgid "" "Activate **Stripe** in the settings by going to :menuselection:`Point of " "Sale --> Configuration --> Settings --> Payment Terminals` and enabling " ":guilabel:`Stripe`." msgstr "" "Aktivieren Sie **Stripe** in den Einstellungen, indem Sie auf " ":menuselection:`Kassensystem --> Konfiguration --> Einstellungen --> " "Zahlungsterminals` gehen und :guilabel:`Stripe` aktivieren." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:20 msgid "Then, create the payment method:" msgstr "Erstellen Sie dann die Zahlungsmethode:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:22 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Payment Methods`, " "click :guilabel:`Create`, and complete the :guilabel:`Method` field with " "your payment method's name;" msgstr "" "Gehen Sie zu :menuselection:`Kassensystem --> Konfiguration --> " "Zahlungsmethoden`, klicken Sie auf :guilabel:`Neu` und geben Sie im Feld " ":guilabel:`Methode` den Namen Ihrer Zahlungsmethode ein." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:24 msgid "" "Set the :guilabel:`Journal` field as :guilabel:`Bank` and the :guilabel:`Use" " a Payment Terminal` field as :guilabel:`Stripe`;" msgstr "" "Setzen Sie das Feld :guilabel:`Journal` auf :guilabel:`Bank` und das Feld " ":guilabel:`Zahlungsterminal verwenden` auf :guilabel:`Stripe`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:26 msgid "" "Enter your payment terminal serial number in the :guilabel:`Stripe Serial " "Number` field;" msgstr "" "Geben Sie die Seriennummer Ihres Zahlungsterminals in das Feld " ":guilabel:`Stripe-Seriennummer` ein." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:27 msgid "" "Click :guilabel:`Don't forget to complete Stripe connect before using this " "payment method.`" msgstr "" "Klicken Sie auf :guilabel:`Vergessen Sie nicht, Stripe Connect " "abzuschließen, bevor Sie diese Zahlungsmethode verwenden.`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "payment method creation form" msgstr "Erstellungsformular der Zahlungsmethode" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:34 msgid "" "Click :guilabel:`Identify Customer` to allow this payment method " "**exclusively** for identified customers. For any unidentified customers to " "be able to pay with Stripe, leave the :guilabel:`Identify Customer` field " "unchecked." msgstr "" "Klicken Sie auf :guilabel:`Kunde identifizieren`, um diese Zahlungsmethode " "**ausschließlich** für identifizierte Kunden zuzulassen. Damit auch " "nichtidentifizierte Kunden mit Stripe bezahlen können, markieren Sie das " "Feld :guilabel:`Kunde identifizieren` nicht." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:37 msgid "" "The :guilabel:`Outstanding Account` and the :guilabel:`Intermediary Account`" " can stay empty to use the default accounts." msgstr "" "Das :guilabel:`Konto für offene Rechnungen` und das " ":guilabel:`Zwischenkonto` können leer bleiben, um die Standardkonten zu " "verwenden." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:39 msgid "" "Find your payment terminal serial number under the device or on `Stripe's " "dashboard `_." msgstr "" "Die Seriennummer Ihres Zahlungsterminals finden Sie unter dem Gerät oder auf" " dem `Dashboard von Stripe `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:43 msgid "Connect Stripe to Odoo" msgstr "Stripe mit Odoo verbinden" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:45 msgid "" "Click :guilabel:`Connect Stripe`. Doing so redirects you automatically to a " "configuration page. Fill in all the information to create your Stripe " "account and link it with Odoo. Once the forms are completed, the API keys " "(:guilabel:`Publishable Key` and :guilabel:`Secret Key`) can be retrieved on" " **Stripe's** website. To do so, click :guilabel:`Get your Secret and " "Publishable keys`, click the keys to copy them, and paste them into the " "corresponding fields in Odoo. Your terminal is ready to be configured in a " "POS." msgstr "" "Klicken Sie auf :guilabel:`Stripe verbinden`. Dadurch werden Sie automatisch" " auf eine Konfigurationsseite weitergeleitet. Geben Sie alle Informationen " "ein, um Ihr Stripe-Konto zu erstellen und es mit Odoo zu verknüpfen. Sobald " "die Formulare ausgefüllt sind, können Sie die API-Schlüssel " "(:guilabel:`Veröffentlichbarer Schlüssel` und :guilabel:`Geheimer " "Schlüssel`) auf der **Stripe**-Website abrufen. Klicken Sie dazu auf " ":guilabel:`Erhalten Sie Ihre geheimen und veröffentlichbaren Schlüssel`, " "klicken Sie auf die Schlüssel, um sie zu kopieren, und fügen Sie sie in die " "entsprechenden Felder in Odoo ein. Ihr Terminal ist nun bereit für die " "Konfiguration in einem Kassensystem." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "Stripe-Verbindungsformular." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:57 msgid "" "When you use **Stripe** exclusively in Point of Sale, you only need the " "**Secret Key** to use your terminal." msgstr "" "Wenn Sie **Stripe** ausschließlich im Kassensystem verwenden, benötigen Sie " "nur den **Geheimen Schlüssel**, um Ihr Terminal zu benutzen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:59 msgid "" "When you use Stripe as **payment provider**, the :guilabel:`State` can stay " "set as :guilabel:`Disabled`." msgstr "" "Wenn Sie Stripe als **Zahlungsanbieter** verwenden, kann der " ":guilabel:`Status` als :guilabel:`Deaktiviert` eingestellt bleiben." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:61 msgid "" "For databases hosted **On-Premise**, the :guilabel:`Connect Stripe` button " "does not work. To retrieve the API keys manually, log in to your `Stripe " "dashboard `_, type `API` in the search bar, " "and click :guilabel:`Developers > API`." msgstr "" "Für Datenbanken, die **On-Premise** gehostet werden, funktioniert die " "Schaltfläche :guilabel:`Stripe verbinden` nicht. Um die API-Schlüssel " "manuell abzurufen, melden Sie sich in Ihrem Stripe-Dashboard " " an, geben Sie `API` in die Suchleiste ein und" " klicken Sie auf :guilabel:`Developers > API` (Entwickler > API)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:67 msgid "Configure the payment terminal" msgstr "Das Zahlungsterminal konfigurieren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:69 msgid "" "Swipe right on your payment terminal, click :guilabel:`Settings`, enter the " "admin PIN code, validate and select your network." msgstr "" "Wischen Sie auf Ihrem Zahlungsterminal nach rechts, klicken Sie auf " ":guilabel:`Settings` (Einstellungen), geben Sie den Admin-PIN-Code ein, " "bestätigen Sie ihn und wählen Sie Ihr Netzwerk." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:73 msgid "The device must be connected to a secured WI-FI network." msgstr "Das Gerät muss mit einem gesicherten WI-FI-Netzwerk verbunden sein." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:74 msgid "Your Odoo database and payment terminal must share the same network." msgstr "" "Ihre Odoo-Datenbank und Ihr Zahlungsterminal müssen das gleiche Netzwerk " "nutzen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:75 msgid "" "You must enter the admin PIN code to access your payment terminal settings. " "By default, this code is `07139`." msgstr "" "Sie müssen den Admin-PIN-Code eingeben, um auf die Einstellungen Ihres " "Zahlungsterminals zuzugreifen. Standardmäßig lautet dieser Code `07139`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:79 msgid "Link the payment method to a POS" msgstr "Die Zahlungsmethode mit einem Kassensystem verbinden" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:81 msgid "" "To add a **payment method** to your point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Select the " "POS, scroll down to the :guilabel:`Payments` section, and add your payment " "method for **Stripe** in the :guilabel:`Payment Methods` field." msgstr "" "Um Ihrem Kassensystem eine **Zahlungsmethode** hinzuzufügen, gehen Sie zu " ":menuselection:`Kassensystem --> Konfiguration --> Einstellungen`. Wählen " "Sie das Kassensystem, scrollen Sie nach unten zum Abschnitt " ":guilabel:`Zahlungen` und fügen Sie Ihre Zahlungsmethode für **Stripe** im " "Feld :guilabel:`Zahlungsmethoden` hinzu." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:88 msgid "" "When processing a payment, select :guilabel:`Stripe` as the payment method. " "Check the amount and click :guilabel:`Send`. Once the payment is successful," " the status changes to :guilabel:`Payment Successful`. To cancel the payment" " request, click :guilabel:`cancel`." msgstr "" "Wenn Sie eine Zahlung bearbeiten, wählen Sie :guilabel:`Stripe` als " "Zahlungsmethode. Überprüfen Sie den Betrag und klicken Sie auf " ":guilabel:`Senden`. Sobald die Zahlung erfolgreich war, ändert sich der " "Status in :guilabel:`Zahlung erfolgreich`. Um die Zahlungsanforderung zu " "stornieren, klicken Sie auf :guilabel:`Stornieren`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:97 msgid "The terminal must have at least 10% battery level to use it." msgstr "" "Das Terminal muss einen Akku von mindestens 10 % haben, um es zu benutzen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98 msgid "The device does not work for payments under €0.50." msgstr "Das Gerät funktioniert nicht bei Zahlungen unter 0,50 €." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:101 msgid "Troubleshooting" msgstr "Fehlerbehebung" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:104 msgid "Payment terminal unavailable in your Stripe account" msgstr "Zahlungsterminal in Ihrem Stripe-Konto nicht verfügbar" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:106 msgid "" "If the payment terminal is unavailable in your Stripe account, you must add " "it manually:" msgstr "" "Wenn das Zahlungsterminal in Ihrem Stripe-Konto nicht verfügbar ist, müssen " "Sie es manuell hinzufügen:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:108 msgid "" "Log into your `Stripe's dashboard `_ and go to" " :menuselection:`Stripe dashboard --> Payments --> Readers --> Locations`;" msgstr "" "Melden Sie sich in Ihrem `Stripe-Dashboard `_ " "an und gehen Sie zu :menuselection:`Stripe Dashboard --> Payments --> " "Readers --> Locations` (Stripe-Dashboard --> Zahlungen --> Lesegeräte --> " "Standort)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:110 msgid "" "Add a location by clicking the :guilabel:`+ New` button or selecting an " "already created location;" msgstr "" "Fügen Sie einen Ort hinzu, indem Sie auf die Schaltfläche :guilabel:`+ New` " "(Neu) klicken oder einen bereits erstellten Ort auswählen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:111 msgid "" "Click the :guilabel:`+ New` button in the :guilabel:`Readers` box and fill " "in the required information." msgstr "" "Klicken Sie auf die Schaltfläche :guilabel:`+ New` (Neu) im Feld " ":guilabel:`Readers` (Lesegeräte) und geben Sie die erforderlichen " "Informationen ein." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:115 msgid "" "You must provide a **registration code**. To retrieve that code, swipe right" " on your device, enter the admin PIN code (by default: `07139`), validate, " "and click :guilabel:`Generate a registration code`." msgstr "" "Sie müssen einen **Registrierungscode** angeben. Um diesen Code abzurufen, " "wischen Sie auf Ihrem Gerät nach rechts, geben Sie den Admin-PIN-Code ein " "(standardmäßig: `07139`), bestätigen Sie und klicken Sie auf " ":guilabel:`Generate a registration code` (Einen Registrierungscode " "generieren)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:3 msgid "Vantiv" msgstr "Vantiv" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:5 msgid "" "Connecting a Vantiv payment terminal allows you to offer a fluid payment " "flow to your customers and ease the work of your cashiers." msgstr "" "Durch die Verbindung eines Vantiv-Zahlungsterminals können Sie Ihren Kunden " "einen flüssigen Zahlungsfluss bieten und Ihren Kassierern die Arbeit " "erleichtern." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:9 msgid "" "Please note MercuryPay only operates with US and Canadian banks, making this" " procedure only suitable for North American businesses." msgstr "" "Bitte beachten Sie, dass MercuryPay nur mit US-amerikanischen und " "kanadischen Banken zusammenarbeitet und dieses Verfahren daher nur für " "nordamerikanische Unternehmen geeignet ist." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 msgid "" "Vantiv card readers should be purchased exclusively from Vantiv, as certain " "Vantiv terminals bought on Amazon do not include the correct encryption " "needed to be used with an Odoo database." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "Die Zahlungsmethode konfigurieren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." msgstr "" "Gehen Sie zunächst in die allgemeinen Einstellungen der Kassensystem-App und" " aktivieren Sie die Vantiv-Einstellung." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 msgid "" "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "go in the payments section and access your payment methods. Create a new " "payment method for Vantiv, select the payment terminal option Vantiv, and " "create new Vantiv credentials." msgstr "" "Gehen Sie zu :menuselection:`Kassensystem --> Konfiguration --> " "Kassensystem` in den Bereich Zahlungen und greifen Sie auf Ihre " "Zahlungsmethoden zu. Legen Sie eine neue Zahlungsmethode für Vantiv an, " "wählen Sie die Option Vantiv als Zahlungsterminal und erstellen Sie neue " "Vantiv-Anmeldedaten." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " "save the payment method." msgstr "" "Um neue Vantiv-Anmeldedaten zu erstellen, geben Sie Ihre Händler-ID und Ihr " "Passwort ein und speichern Sie dann. Vergewissern Sie sich, dass die soeben " "erstellten Anmeldedaten ausgewählt sind, und speichern Sie dann die " "Zahlungsmethode." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "Mit einem Zahlungsterminal bezahlen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." msgstr "" "Wählen Sie in Ihrer Kassensystem-Schnittstelle zum Zeitpunkt der Zahlung " "Ihre Vantiv-Zahlungsmethode aus und ... das ist alles." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:3 msgid "Worldline" msgstr "Worldline" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:9 msgid "Please note that Worldline is currently only available in the Benelux." msgstr "" "Bitte beachten Sie, dass Worldline derzeit nur in den Benelux-Ländern " "verfügbar ist." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:17 msgid "" "Connecting a Worldline Payment Terminal to Odoo is a feature that requires " "an IoT Box. For more information on how to connect one to your database, " "please refer to the :doc:`IoT documentation " "`." msgstr "" "Um ein Worldline-Zahlungsterminal mit Odoo zu verbinden, benötigen Sie eine " "IoT-Box. Weitere Informationen darüber, wie Sie eine solche mit Ihrer " "Datenbank verbinden können, finden Sie in der :doc:`IoT-Dokumentation " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:22 msgid "Configure the protocol" msgstr "Das Protokoll konfigurieren" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:24 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 2`. Then, click on :menuselection:`Change --> " "CTEP (as Protocole ECR) --> OK`. Click on **OK** thrice on the subsequent " "screens (*CTEP ticket ECR*, *ECR ticket width*, and *Character set*). " "Finally, press **Stop** three times; the terminal automatically restarts." msgstr "" "Klicken Sie auf Ihrem Terminal auf :menuselection:`\".\" --> 3 --> stop --> " "3 --> 0 --> 9`. Geben Sie das Techniker-Passwort **„1235789“** ein und " "klicken Sie auf :menuselection:`OK --> 4 --> 2`. Klicken Sie dann auf " ":menuselection:`Change --> CTEP (as Protocole ECR) --> OK` (Ändern --> CTEP " "(als Protocole ECR) --> OK). Klicken Sie auf den folgenden Bildschirmen " "(*CTEP Ticket ECR*, *ECR-Ticketbreite* und *Zeichensatz*) dreimal auf " "**OK**. Drücken Sie abschließend dreimal **Stop** (Stopp); das Terminal " "startet automatisch neu." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:31 msgid "Set the IP address" msgstr "Die IP-Adresse einstellen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:33 msgid "" "From your terminal, click on :menuselection:`\".\" --> 3 --> stop --> 3 --> " "0 --> 9`. Enter the technician password **\"1235789\"** and click on " ":menuselection:`OK --> 4 --> 9`. Then, click on :menuselection:`Change --> " "TCP/IP` (*TCP physical configuration* screen) :menuselection:`--> OK --> OK`" " (*TCP Configuration client* screen)." msgstr "" "Klicken Sie auf Ihrem Terminal auf :menuselection:`\".\" --> 3 --> stop -->" " 3 --> 0 --> 9`. Geben Sie das Techniker-Passwort **„1235789“** ein und " "klicken Sie auf :menuselection:`OK --> 4 --> 9`. Klicken Sie dann auf " ":menuselection:`Ändern --> TCP/IP` (Ändern --> TCP/IP) (Bildschirm " "*physische TCP-Konfiguration*) :menuselection:`--> OK --> OK` (Bildschirm " "*TCP-Konfigurationsclient*)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:38 msgid "Finally, set up the hostname and port number." msgstr "Legen Sie schließlich den Hostnamen und die Portnummer fest." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:41 msgid "Hostname" msgstr "Hostname" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:44 msgid "" "To set up the hostname, enter your IoT box's IP address' sequence numbers " "and press **OK** at each \".\" until you reach the colon symbol." msgstr "" "Um den Hostnamen einzurichten, geben Sie die laufenden Nummern der IP-" "Adresse Ihrer IoT-Box ein und drücken bei jedem „.“ **OK**, bis Sie das " "Doppelpunkt-Symbol erreichen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Then, press **OK** twice." msgstr "Drücken Sie dann zweimal auf **OK**." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "Here's an IP address sequence: `10.30.19.4:8069`." msgstr "Hier ist eine IP-Adressensequenz: `10.30.19.4:8069`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:0 msgid "" "On the *Hostname screen*, type :menuselection:`10 --> OK --> 30 --> OK --> " "19 --> OK --> 4 --> OK --> OK`." msgstr "" "Geben Sie auf dem *Hostname*-Bildschirm :menuselection:`10 --> OK --> 30 -->" " OK --> 19 --> OK --> 4 --> OK --> OK` ein." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:53 msgid "" "Your IoT box's IP address is available in your IoT Box application's " "database." msgstr "" "Die IP-Adresse Ihrer IoT-Box ist in der Datenbank Ihrer IoT-Box-App " "verfügbar." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:56 msgid "Port number" msgstr "Portnummer" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:58 msgid "" "On the *Port number* screen, enter **9001** (or **9050** for Windows) and " "click on :menuselection:`OK` (*ECR protocol SSL no*) :menuselection:`--> " "OK`. Click on **Stop** three times; the terminal automatically restarts." msgstr "" "Geben Sie auf dem *Portnummer*-Bildschirm **9001** (oder **9050** für " "Windows) ein und klicken Sie auf :menuselection:`OK` (*ECR-Protokoll SSL-" "Nr.*) :menuselection:`--> OK`. Klicken Sie dreimal auf **Stop** (Stopp); das" " Terminal startet automatisch neu." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:65 msgid "" "Enable the payment terminal :ref:`in the application settings " "` and :doc:`create the related payment method " "<../../payment_methods>`. Set the journal type as :guilabel:`Bank` and " "select :guilabel:`Worldline` in the :guilabel:`Use a Payment Terminal` " "field. Then, select your terminal device in the :guilabel:`Payment Terminal " "Device` field." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:79 msgid "Technician password: `1235789`" msgstr "Technisches Passwort: `1235789`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:80 msgid "" "To reach Wordline's technical assistance, call `02 727 61 11` and choose " "\"merchant\". Your call is automatically transferred to the desired service." msgstr "" "Um den technischen Kundendienst von Wordline zu erreichen, rufen Sie `02 727" " 61 11` an und wählen Sie „Händler“. Ihr Anruf wird automatisch an den " "gewünschten Dienst weitergeleitet." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:82 msgid "" "Configure the cashier terminal if you have both a customer and a cashier " "terminal." msgstr "" "Konfigurieren Sie das Kassiererterminal, wenn Sie sowohl ein Kunden- als " "auch ein Kassiererterminal haben." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:83 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" "Um eine Blockierung des Terminals zu vermeiden, überprüfen Sie vorher die " "Anfangskonfiguration." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:84 msgid "" "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." msgstr "" "Legen Sie eine feste IP-Adresse für den Router Ihrer IoT-Box fest, damit die" " Verbindung nicht unterbrochen wird." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:89 msgid "" "When processing a payment, select *Worldline* as payment method. Check the " "amount and click on *Send*. Once the payment is successful, the status " "changes to *Payment Successful*." msgstr "" "Wenn Sie eine Zahlung bearbeiten, wählen Sie *Worldline* als " "Zahlungsmethode. Überprüfen Sie den Betrag und klicken Sie auf *Senden*. " "Sobald die Zahlung erfolgreich war, ändert sich der Status in *Zahlung " "erfolgreich*." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:99 msgid "" "In case of connexion issues between Odoo and the payment terminal, force the" " payment by clicking on *Force Done*, which allows you to validate the " "order. This option is only available after receiving an error message " "informing you that the connection failed." msgstr "" "Bei Verbindungsproblemen zwischen Odoo und dem Zahlungsterminal können Sie " "die Zahlung erzwingen, indem Sie auf *Erzwingen Erledigt* klicken, um den " "Auftrag zu validieren. Diese Option ist nur verfügbar, wenn Sie eine " "Fehlermeldung erhalten haben, dass die Verbindung fehlgeschlagen ist." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:102 msgid "To cancel the payment request, click on **cancel**." msgstr "" "Um die Zahlungsanforderung zu stornieren, klicken Sie auf **Abbrechen**." #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "Funktionen der Preisgestaltung" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "Bargeldrundung" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:5 msgid "" "**Cash rounding** is required when the lowest physical denomination of " "currency, or the smallest coin, is higher than the minimum unit of account." msgstr "" "Eine **Bargeldrundung** ist erforderlich, wenn die kleinste physische " "Stückelung der Währung oder die kleinste Münze höher ist als die kleinste " "Recheneinheit." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:9 msgid "" "For example, some countries require their companies to round up or down the " "total amount of an invoice to the nearest five cents, when the payment is " "made in cash." msgstr "" "Einige Länder verlangen von ihren Unternehmen beispielsweise, dass sie den " "Gesamtbetrag einer Rechnung auf die nächsten fünf Cent auf- oder abrunden, " "wenn die Zahlung in bar erfolgt." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:13 msgid "" "Each point of sale in Odoo can be configured to apply cash rounding to the " "totals of its bills or receipts." msgstr "" "Jedes Kassensystem in Odoo kann so konfiguriert werden, dass sie auf die " "Summen ihrer Rechnungen oder Kassenbons eine Rundung vornimmt." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:19 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Settings` and " "enable *Cash Rounding*, then click on *Save*." msgstr "" "Gehen Sie zu :menuselection:`Kassensystem --> Konfiguration --> " "Einstellungen` und aktivieren Sie *Bargeldrundung* und klicken Sie " "anschließend auf *Speichern*." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:25 msgid "" "Go to :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "open the point of sale you want to configure, and enable the *Cash Rounding*" " option." msgstr "" "Gehen Sie zu :menuselection:`Kassensystem --> Konfiguration --> " "Kassensystem`, öffnen Sie das Kassensystem, das Sie konfigurieren möchten " "und aktivieren Sie die Option *Bargeldrundung*." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:29 msgid "" "To define the **Rounding Method**, open the drop-down list and click on " "*Create and Edit...*." msgstr "" "Um die **Rundungsmethode** festzulegen, öffnen Sie die Drop-down-Liste und " "klicken Sie auf *Erstellen und bearbeiten ...*." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:32 msgid "" "Define here your *Rounding Precision*, *Profit Account*, and *Loss Account*," " then save both the Rounding Method and your Point of Sale settings." msgstr "" "Definieren Sie hier Ihre *Rundungsgenauigkeit*, Ihr *Erlöskonto* und Ihr " "*Verlustkonto* und speichern Sie dann sowohl die Rundungsmethode als auch " "Ihre Kassensystem-Einstellungen." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:39 msgid "" "All total amounts of this point of sale now add a line to apply the rounding" " according to your settings." msgstr "" "Alle Gesamtbeträge dieses Kassensystems fügen nun eine Zeile hinzu, um die " "Rundung gemäß Ihren Einstellungen anzuwenden." #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:46 msgid "" "Odoo Point of Sale only supports the :guilabel:`Add a rounding line` " "rounding strategy." msgstr "" "Odoo Kassensystem unterstützt nur die Rundungsstrategie :guilabel:`Eine " "Rundungszeile hinzufügen`." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "Rabattmarken (Barcode-Scanner)" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:5 msgid "" "If you want to sell your products with a discount, for a product getting " "close to its expiration date for example, you can use discount tags. They " "allow you to scan discount barcodes." msgstr "" "Wenn Sie Ihre Produkte mit einem Rabatt verkaufen möchten, z. B. für ein " "Produkt, das sich dem Verfallsdatum nähert, können Sie Rabattmarken " "verwenden. Mit ihnen können Sie Rabatt-Barcodes scannen." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:10 msgid "To use discount tags you will need to use a barcode scanner." msgstr "Um Rabattmarken zu verwenden, benötigen Sie einen Barcode-Scanner." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "Barcode-Nomenklatur" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "" "Um Rabattmarken zu verwenden, müssen wir uns mit der Nomenklatur von " "Barcodes vertraut machen." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:17 msgid "" "Let's say you want to have a discount for the product with the following " "barcode:" msgstr "" "Angenommen, Sie möchten einen Rabatt für das Produkt mit dem folgenden " "Barcode erhalten:" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:23 msgid "" "You can find the *Default Nomenclature* under the settings of your PoS " "interface." msgstr "" "Sie finden die *Standard-Nomenklatur* unter den Einstellungen Ihrer " "Kassensystem-Schnittstelle." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:32 msgid "" "Let's say you want 50% discount on a product you have to start your barcode " "with 22 (for the discount barcode nomenclature) and then 50 (for the %) " "before adding the product barcode. In our example, the barcode would be:" msgstr "" "Angenommen, Sie möchten 50 % Rabatt auf ein Produkt, dann müssen Sie Ihren " "Barcode mit 22 (für die Nomenklatur des Barcodes für den Rabatt) und dann " "mit 50 (für den %-Wert) beginnen, bevor Sie den Barcode des Produkts " "hinzufügen. In unserem Beispiel würde der Barcode lauten:" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "Produkte & Marken scannen" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:43 msgid "You first have to scan the desired product (in our case, a lemon)." msgstr "" "Zunächst müssen Sie das gewünschte Produkt (in unserem Fall eine Zitrone) " "scannen." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:48 msgid "" "And then scan the discount tag. The discount will be applied and you can " "finish the transaction." msgstr "" "Und scannen Sie dann die Rabattmarke. Der Rabatt wird angewendet und Sie " "können die Transaktion abschließen." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 msgid "Discounts" msgstr "Rabatte" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:5 msgid "" "By offering discounts, you can entice your customers and drastically " "increase your revenue. It is vital to offer discounts, whether they are " "time-limited, seasonal or manually given." msgstr "" "Indem Sie Rabatte anbieten, können Sie Ihre Kunden anlocken und Ihren Umsatz" " immens steigern. Es ist wichtig, Rabatte anzubieten, egal ob sie zeitlich " "begrenzt, saisonal oder manuell gewährt werden." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:9 msgid "" "To manage discounts, Odoo has powerful features that help set up a pricing " "strategy tailored to every business." msgstr "" "Für die Verwaltung von Rabatten verfügt Odoo über leistungsstarke " "Funktionen, mit denen Sie eine auf jedes Unternehmen zugeschnittene " "Preisstrategie erstellen können." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "Manuelle Rabatte anwenden" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:15 msgid "" "If you seldom use discounts, applying manual ones might be the easiest " "solution for your Point of Sale." msgstr "" "Wenn Sie nur selten Rabatte verwenden, ist es vielleicht am einfachsten, " "manuelle Rabatte für Ihr Kassensystem anzuwenden." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:18 msgid "" "You can either apply a discount on the whole order or on specific products " "inside an order." msgstr "" "Sie können einen Rabatt entweder auf den gesamten Auftrag oder auf bestimmte" " Produkte innerhalb eines Auftrags anwenden." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "Einen Rabatt auf ein Produkt anwenden" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "" "Verwenden Sie in der Schnittstelle der Kassensitzung die Schaltfläch *% " "Rab.*" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "Ansicht der Rabattschaltfläche für manuelle Rabatte" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:30 msgid "" "Then, you can input a discount over the product that is currently selected." msgstr "" "Dann können Sie einen Rabatt auf das aktuell ausgewählte Produkt eingeben." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "Einen globalen Rabatt anwenden" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:36 msgid "" "To apply a discount on the whole order, go to :menuselection:`Point of Sales" " --> Configuration --> Point of Sale` and select your PoS." msgstr "" "Um einen Rabatt auf den gesamten Auftrag anzuwenden, gehen Sie zu " ":menuselection:`Kassensystem --> Konfiguration --> Kassensystem` und wählen " "Sie Ihr Kassensystem." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "" "Auf Ihrem Kassensystemformular wählen Sie *Globale Rabatte* unter der " "Kategorie *Preiskalkulation*." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "Ansicht der Funktion zur Aktivierung von globalen Rabatten" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "" "Jetzt erscheint eine neue *Rabatt*-Schaltfläche auf Ihrer " "Kassensystemoberfläche." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the button to use for global discount via the pos interface" msgstr "" "Ansicht der Schaltfläche zur Verwendung von globalen Rabatten über die " "Kassensystemoberfläche" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "Klicken Sie darauf und geben Sie den gewünschten Betrag ein." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "Ansicht des angewandten Rabatts in der Zahlungszusammenfassung" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:58 msgid "" "On this example, there is a global discount of 50% as well as a specific 50%" " discount on oranges." msgstr "" "In diesem Beispiel gibt es sowohl einen globalen Rabatt von 50 % als auch " "einen speziellen Rabatt von 50 % auf Orangen." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "Zeitlich begrenzte Rabatte anwenden" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:64 msgid "" "To activate time-limited discounts, you must activate the *Pricelists* " "feature. To do so, go to :menuselection:`Point of Sales --> Configuration " "--> Point of Sale` and open your PoS. Then, enable the pricelist feature." msgstr "" "Um zeitlich begrenzte Rabatte zu aktivieren, müssen Sie die Funktion " "*Preislisten* aktivieren. Gehen Sie dazu zu :menuselection:`Kassensystem -->" " Konfiguration --> Kassensystem` und öffnen Sie Ihr Kassensystem. Aktivieren" " Sie dann die Preislistenfunktion." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "Ansicht der Preislistenfunktion" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:73 msgid "" "Once activated, you must choose the pricelists you want to make available in" " the PoS and define a default one." msgstr "" "Nach der Aktivierung müssen Sie die Preislisten auswählen, die Sie im " "Kassensystem verfügbar machen möchten, und eine Standardpreisliste " "festlegen." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "Eine Preisliste erstellen" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:79 msgid "" "By default, Odoo has a *Public Pricelist* configured. To create more, go to " ":menuselection:`Point of Sale --> Products --> Pricelists`. Then click on " "create." msgstr "" "Standardmäßig ist in Odoo eine *öffentliche Preisliste* konfiguriert. Um " "weitere zu erstellen, gehen Sie zuf :menuselection:`Kassensystem --> " "Produkte --> Preislisten`. Erstellen Sie dann eine neue." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:83 msgid "" "When creating a pricelist, you can set several criteria to use a specific " "price: period, min. quantity, etc. You can also decide to apply that " "pricelist on specific products or on the whole range." msgstr "" "Wenn Sie eine Preisliste erstellen, können Sie mehrere Kriterien für die " "Verwendung eines bestimmten Preises festlegen: Zeitraum, Mindestmenge usw. " "Sie können auch entscheiden, ob diese Preisliste für bestimmte Produkte oder" " für das gesamte Sortiment gelten soll." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "Ansicht einer zeitlich begrenzten Preisliste für zwei Produkte" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "Verwendung einer Preisliste mit der Kassensystem-Schnittstelle" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:94 msgid "" "On the PoS interface, a new button appears. Use it to select a pricelist." msgstr "" "In der Kassensystem-Schnittstelle erscheint eine neue Schaltfläche. " "Verwenden Sie diese, um eine Preisliste auszuwählen." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "" "View of the button to use for time-limited discounts via the pos interface" msgstr "" "Ansicht der Schaltfläche zur Verwendung von zeitlich begrenzten Rabatten " "über die Kassensystemoberfläche" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:101 msgid "" "Click on it to instantly update the prices with the selected pricelist. " "Then, you can finalize the order." msgstr "" "Klicken Sie darauf, um die Preise sofort mit der ausgewählten Preisliste zu " "aktualisieren. Dann können Sie den Auftrag abschließen." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "Flexible Steuern (Steuerpositionen)" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:5 msgid "" "When running a business, you may need to apply different taxes and record " "transactions on various accounts based on the location and type of business " "of your customers and providers." msgstr "" "Wenn Sie ein Unternehmen führen, müssen Sie möglicherweise unterschiedliche " "Steuern anwenden und Transaktionen auf verschiedenen Konten verbuchen, je " "nach Standort und Art des Geschäfts Ihrer Kunden und Anbieter." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:8 msgid "" "The **fiscal positions** feature enables you to establish rules that " "automatically select the right taxes and accounts used for each transaction." msgstr "" "Die Funktion **Steuerpositionen** ermöglicht es Ihnen, Regeln aufzustellen, " "die automatisch die richtigen Steuern und Konten für jede Transaktion " "auswählen." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:51 msgid ":doc:`../../../finance/accounting/taxes/fiscal_positions`" msgstr ":doc:`../../../finance/accounting/taxes/fiscal_positions`" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:13 msgid ":doc:`../../../finance/accounting/taxes`" msgstr ":doc:`../../../finance/accounting/taxes`" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:18 msgid "" "To enable the feature, go to :menuselection:`Point of Sale --> Configuration" " --> Settings`, scroll down to the :guilabel:`Accounting` section, and " "enable :guilabel:`Flexible Taxes`." msgstr "" "Um die Funktion zu aktivieren, gehen Sie zu :menuselection:`Kassensystem -->" " Konfiguration --> Einstellungen`, scrollen Sie zum Abschnitt " ":guilabel:`Buchhaltung` und aktivieren Sie :guilabel:`Flexible Steuern`." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:21 msgid "" "Then, set a default fiscal position that should be applied to all sales in " "the selected POS in the :guilabel:`Default` field. You can also add more " "fiscal positions to choose from in the :guilabel:`Allowed` field." msgstr "" "Legen Sie dann im Feld :guilabel:`Standard` eine Standardsteuerposition " "fest, die auf alle Verkäufe im ausgewählten Kassensystem angewendet werden " "soll. Sie können auch im Feld :guilabel:`Erlaubt` weitere Steuerpositionen " "zur Auswahl hinzufügen." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:28 msgid "" "According to the :doc:`fiscal localization package " "<../../../finance/fiscal_localizations>` activated, several fiscal positions" " are preconfigured and can be set and used in POS. However, you can also " ":ref:`create new fiscal positions `." msgstr "" "Gemäß dem aktivierten :doc:`Steuerlichen Lokalisierungspaket " "<../../../finance/fiscal_localizations>` sind mehrere Steuerpositionen " "vorkonfiguriert und können im Kassensystem eingestellt und verwendet werden." " Sie können jedoch auch :ref:`neue Steuerpositionen " "` erstellen." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:33 msgid "" "If you do not set a fiscal position, the tax remains as defined in the " "**customer taxes** field on the product form." msgstr "" "Wenn Sie keine Steuerposition festlegen, bleibt die Steuer so, wie sie im " "Feld **Kundensteuern** auf dem Produktformular definiert ist." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "Steuerpositionen verwenden" #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:39 msgid "" "Open a :ref:`POS session ` to use one of the allowed " "fiscal positions. Then, click the :guilabel:`Tax` button next to the **book-" "shaped** icon and select a fiscal position from the list. Doing so applies " "the defined rules automatically to all the products subject to the chosen " "fiscal position's regulations." msgstr "" "Öffnen Sie eine :ref:`Kassensitzung `, um eine der " "erlaubten Steuerpositionen zu verwenden. Klicken Sie dann auf die " "Schaltfläche :guilabel:`Steuer` neben dem **Buchsymbol** und wählen Sie eine" " Steuerposition aus der Liste aus. Auf diese Weise werden die definierten " "Regeln automatisch auf alle Produkte angewendet, die den Bestimmungen der " "gewählten Steuerposition unterliegen." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:48 msgid "" "If a default fiscal position is set, the tax button displays the name of the" " fiscal position." msgstr "" "Wenn eine Standardsteuerposition eingestellt ist, zeigt die " "Steuerschaltfläche den Namen der Steuerposition an." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "Treueprogramme" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:5 msgid "" "Encourage your customers to continue to shop at your point of sale with a " "*Loyalty Program*." msgstr "" "Ermutigen Sie Ihre Kunden mit einem *Treueprogramm* dazu, weiterhin in Ihrem" " Geschäft einzukaufen." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:11 msgid "" "To activate the *Loyalty Program* feature, go to :menuselection:`Point of " "Sale --> Configuration --> Point of sale` and select your PoS interface. " "Under the Pricing features, select *Loyalty Program*" msgstr "" "Um die Funktion *Treueprogramm* zu aktivieren, gehen Sie zu " ":menuselection:`Kassensystem --> Konfiguration --> Kassensystem` und wählen " "Sie Ihre Kassensystem-Schnittstelle aus. Wählen Sie unter den " "Preiskalkulationsfunktionen *Treueprogramm* aus." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "Von dort aus können Sie Ihre Treueprogramme erstellen und bearbeiten." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:24 msgid "" "You can decide what type of program you wish to use, if the reward is a " "discount or a gift, make it specific to some products or cover your whole " "range. Apply rules so that it is only valid in specific situation and " "everything in between." msgstr "" "Sie können entscheiden, welche Art von Programm Sie verwenden möchten, ob es" " sich bei der Belohnung um einen Rabatt oder ein Geschenk handelt, ob es nur" " für bestimmte Produkte gilt oder Ihr gesamtes Sortiment abdeckt. Wenden Sie" " Regeln an, damit es nur in bestimmten Situationen gültig ist und alles " "dazwischen." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "Das Treueprogramm in Ihrer Kassensystem-Schnittstelle verwenden" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:32 msgid "" "When a customer is set, you will now see the points they will get for the " "transaction and they will accumulate until they are spent. They are spent " "using the button *Rewards* when they have enough points according to the " "rules defined in the loyalty program." msgstr "" "Wenn ein Kunde festgelegt ist, sehen Sie nun die Punkte, die er für die " "Transaktion erhält, und sie sammeln sich an, bis sie ausgegeben werden. Sie " "werden über die Schaltfläche *Belohnungen* ausgegeben, wenn sie gemäß den im" " Treueprogramm festgelegten Regeln genügend Punkte haben." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:40 msgid "" "You can see the price is instantly updated to reflect the pricelist. You can" " finalize the order in your usual way." msgstr "" "Sie können sehen, dass der Preis sofort aktualisiert wird, um die Preisliste" " wiederzugeben. Sie können den Auftrag auf die übliche Weise abschließen." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:44 msgid "" "If you select a customer with a default pricelist, it will be applied. You " "can of course change it." msgstr "" "Wenn Sie einen Kunden mit einer Standardpreisliste auswählen, wird diese " "übernommen. Sie können sie natürlich ändern." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:3 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:38 #: ../../content/applications/sales/subscriptions/products.rst:105 msgid "Pricelists" msgstr "Preislisten" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:5 msgid "" "Pricelists allow you to adjust product prices depending on various criteria " "automatically. For example, you can set POS-specific prices, create " "temporary discount periods, reward specific customers, or offer discounts " "when set quantities are ordered." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:14 msgid "" "Navigate to the :ref:`general POS app settings ` and" " ensure :guilabel:`Flexible Pricelists` are enabled under the " ":guilabel:`Pricing` section." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:17 msgid "" ":ref:`Multiple prices per product ` is the default " "pricelist option for setting simple fixed price rules per product. Select " ":ref:`Advanced price rules (discounts, formulas) ` to " "apply price rules to multiple products at once and to compute prices " "dynamically using percentage discounts or more complex formulas in addition " "to setting fixed prices." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Enabling pricelists in the general P0S settings" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:26 msgid "" "The selected pricelist type applies to the entire database, including the " ":doc:`Sales <../../sales/products_prices/prices/pricing>` and " ":ref:`eCommerce ` apps." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 msgid "Create pricelists" msgstr "Preislisten erstellen" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:35 msgid "" "Go to :menuselection:`Point of Sale --> Products --> Pricelists` and click " ":guilabel:`New` or select an existing pricelist. The pricelist setup differs" " depending on the :ref:`selected pricelist option " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:42 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:234 msgid "Multiple prices per product" msgstr "Mehrere Preise pro Produkt" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:44 msgid "" "When pricelists are configured to use the :guilabel:`Multiple prices per " "product` option, it is possible to use multiple fixed prices for different " "products or their variants depending, if necessary, on one or several " "conditions. To add a new price rule to a pricelist:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:48 msgid "" "Click :guilabel:`Add a line`, and select a **product** and its **variant** " "if needed." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:51 msgid "" "a product quantity to be reached by using the :guilabel:`Min. Quantity` " "column;" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:52 msgid "" "a determined period during which the pricelist is applied by using the " ":guilabel:`Start Date` and :guilabel:`End Date` columns." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:55 msgid "" "Add the :guilabel:`Price` to be applied when the conditions are met (if " "any)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form of a multiple prices pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:63 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:312 msgid "Advanced price rules" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:65 msgid "" "When pricelists are configured to use the :guilabel:`Advanced price rules " "(discounts, formulas)` option, it is possible to use percentage " "discounts/mark-ups and formulas in addition to using fixed prices. To add a " "new price rule to a pricelist, click :guilabel:`Add a line`. In the pop-up " "windows:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69 msgid "Select a :guilabel:`Computation` method:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:71 msgid "" ":guilabel:`Fixed Price` to set a new fixed price (similarly to the " ":guilabel:`Multiple prices per product` option)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:73 msgid "" ":guilabel:`Discount` to compute a percentage discount (e.g., `10.00` %) or " "mark-up (e.g., `-10.00` %)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:75 msgid "" ":guilabel:`Formula` to compute the price according to a formula. It is " "required to define what the calculation is **based on** (:guilabel:`Sales " "Price`, :guilabel:`Cost`, or :guilabel:`Other Pricelist`). You can then:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79 msgid "Apply a percentage :guilabel:`Discount` or mark-up." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:80 msgid "" "Add an :guilabel:`Extra Fee` (e.g., $ `5.00`) or subtract a fixed amount " "(e.g., $ `-5.00`)." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:81 msgid "" "Define a :doc:`Rounding Method ` by forcing the price after " ":guilabel:`Discount` to be a multiple of the value set. The :guilabel:`Extra" " Fee` is applied afterward." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:86 msgid "" "To have the final price end with `.99`, set the :guilabel:`Rounding Method` " "to `1.00` and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:89 msgid "" "Specify the minimum (e.g., $ `20.00` ) and maximum (e.g., $ `50.00` ) profit" " :guilabel:`Margins` for computations based on :guilabel:`Cost`." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92 msgid "Select on which product(s) the price rule should be **applied**:" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94 msgid ":guilabel:`All Products`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96 msgid "a :guilabel:`Product`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97 msgid "a :guilabel:`Product Variant`" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:99 msgid "" "Add conditions, such as a specific quantity to reach for the price to change" " by using the :guilabel:`Min. Quantity` field or a specific period during " "which the pricelist should be applied by using the :guilabel:`Validity` " "fields." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form to configure an advanced pricelist" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107 msgid "Select pricelists" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:109 msgid "" "Go to the :ref:`specific POS settings ` and add all " "the available pricelists in the :guilabel:`Available` field. Then, set its " "**default pricelist** in the :guilabel:`Default` field." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:113 msgid "" "When you :ref:`open a POS session `, click the " "**pricelists** button, and select the desired pricelist from the list." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Button to select a pricelist on the POS frontend" msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120 msgid "" "Multiple pricelists must be selected for the **pricelist button** to be " "displayed." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:121 msgid "" "If a pricelist is selected on a POS order while its conditions are **not** " "met, the price will **not** be adjusted." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:125 msgid "" "You can also set a pricelist to be selected automatically once a specific " ":ref:`customer is set `. To do so, go to the customer form " "and switch to the preferred pricelist in the :guilabel:`Pricelist` field of " "the :guilabel:`Sales & Purchase` tab." msgstr "" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:130 msgid ":doc:`../../sales/products_prices/prices/pricing`" msgstr ":doc:`../../sales/products_prices/prices/pricing`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:131 msgid "" ":ref:`How to use pricelists in an ecommerce environment " "`" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "Kassenbons und Rechnungen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "Wareneingänge" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:8 msgid "" "Set up receipts by going to :menuselection:`Point of Sale --> Configuration " "--> Point of Sale`, selecting a POS, and scrolling down to the " ":guilabel:`Bills & Receipts` section." msgstr "" "Richten Sie Kassenbons ein, indem Sie zu :menuselection:`Kassensystem --> " "Konfiguration --> Kassensystem` gehen, ein Kassensystem auswählen und zum " "Abschnitt :guilabel:`Rechnungen & Quittungen` scrollen." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:11 msgid "" "To **customize** the **header** and **footer**, activate :guilabel:`Header &" " Footer` and fill in both fields with the information to be printed on the " "receipts." msgstr "" "Um **Kopfzeile** und **Fußzeile** individuell zu gestalten, aktivieren Sie " ":guilabel:`Kopf- & Fußzeile` und füllen beide Felder mit den Informationen " "aus, die auf den Kassenbons gedruckt werden sollen." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:14 msgid "" "To **print receipts** automatically once the payment is registered, enable " "the :guilabel:`Automatic Receipt Printing` setting." msgstr "" "Um **Kassenbons** automatisch zu drucken, sobald die Zahlung registriert " "ist, aktivieren Sie die Einstellung :guilabel:`Automatischer Bondruck`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "Kassenbon" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:21 msgid ":doc:`restaurant/bill_printing`" msgstr ":doc:`restaurant/bill_printing`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:24 msgid "Reprint a receipt" msgstr "Einen Kassenbon erneut drucken" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:26 msgid "" "From the POS interface, click :guilabel:`Orders`, open the dropdown " "selection menu next to the search bar, and change the default :guilabel:`All" " active orders` filter to :guilabel:`Paid`. Then, select the corresponding " "order and click :guilabel:`Print Receipt`." msgstr "" "Klicken Sie in der Kassensystem-Schnittstelle auf :guilabel:`Aufträge`, " "öffnen Sie das Drop-down-Auswahlmenü neben der Suchleiste und ändern Sie den" " Standardfilter :guilabel:`Alle aktiven Aufträge` in :guilabel:`Bezahlt`. " "Wählen Sie dann den entsprechenden Auftrag aus und klicken Sie auf " ":guilabel:`Bon drucken`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "Schaltfläche zum Bondruck aus dem Backend" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:34 msgid "" "You can filter the list of orders using the search bar. Type in your " "reference and click :guilabel:`Receipt Number`, :guilabel:`Date`, or " ":guilabel:`Customer`." msgstr "" "Sie können die Liste der Aufträge mithilfe der Suchleiste filtern. Geben Sie" " Ihre Referenz ein und klicken Sie auf :guilabel:`Bonnummer`, " ":guilabel:`Datum` oder :guilabel:`Kunde`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:40 msgid "Invoices" msgstr "Rechnungen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:42 msgid "" "Point of Sale allows you to issue and print invoices for :ref:`registered " "customers ` upon payment and retrieve all past invoiced " "orders." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:46 msgid "" "An invoice created in a POS creates an entry into the corresponding " ":ref:`accounting journal `, previously :ref:`set up " "`." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:54 msgid "" "To define what journals will be used for a specific POS, go to the " ":ref:`POS' settings ` and scroll down to the " "accounting section. Then, you can determine the accounting journals used by " "default for orders and invoices in the :guilabel:`Default Journals` section." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "accounting section in the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:63 msgid "Invoice a customer" msgstr "Einen Kunden abrechnen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:65 msgid "" "Upon processing a payment, click :guilabel:`Invoice` underneath the " "customer's name to issue an invoice for that order." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:68 msgid "" "Select the payment method and click :guilabel:`Validate`. The **invoice** is" " automatically issued and ready to be downloaded and/or printed." msgstr "" "Wählen Sie die Zahlungsmethode aus und klicken Sie auf " ":guilabel:`Validieren`. Die **Rechnung** wird automatisch ausgestellt und " "kann heruntergeladen und/oder gedruckt werden." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:72 msgid "" "To be able to issue an invoice, a :ref:`customer ` must be " "selected." msgstr "" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:75 msgid "Retrieve invoices" msgstr "Rechnungen abrufen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "To retrieve invoices from the **POS dashboard**," msgstr "Um Rechnungen aus dem **Kassensystemdashboard** zu entnehmen," #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:79 msgid "" "access all orders made through your POS by going to :menuselection:`Point of" " Sale --> Orders --> Orders`;" msgstr "" "greifen Sie auf alle Aufträge zu, die Sie über Ihr Kassensystem getätigt " "haben, indem Sie zu :menuselection:`Kassensystem --> Aufträge --> Aufträge` " "gehen;" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:81 msgid "" "to access an order's invoice, open the **order form** by selecting the " "order, then click :guilabel:`Invoice`." msgstr "" "um auf die Rechnung eines Auftrags zuzugreifen, öffnen Sie das " "**Auftragsformular**, indem Sie den Auftrag auswählen, und klicken Sie dann " "auf :guilabel:`Rechnung`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "Intelligente Schaltfläche für Rechnung in einem Auftragsformular" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:88 msgid "" "**Invoiced orders** can be identified by the :guilabel:`Invoiced` status in " "the :guilabel:`Status` column." msgstr "" "**Abgerechnete Aufträge** können durch den Status :guilabel:`Abgerechnet` in" " der Spalte :guilabel:`Status` identifiziert werden." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:90 msgid "" "You can filter the list of orders to invoiced orders by clicking " ":guilabel:`Filters` and :guilabel:`Invoiced`." msgstr "" "Sie können die Liste der Aufträge nach abgerechneten Aufträgen filtern, " "indem Sie auf :guilabel:`Filter` und :guilabel:`Abgerechnet` klicken." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:94 msgid "QR codes to generate invoices" msgstr "QR-Codes zum Generieren von Rechnungen" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:96 msgid "" "Customers can also request an invoice by scanning the **QR code** printed on" " their receipt. Upon scanning, they must fill in a form with their billing " "information and click :guilabel:`Get my invoice`. On the one hand, doing so " "generates an invoice available for download. On the other hand, the order " "status goes from :guilabel:`Paid` or :guilabel:`Posted` to " ":guilabel:`Invoiced` in the Odoo backend." msgstr "" "Kunden können auch eine Rechnung anfordern, indem sie den **QR-Code** auf " "ihrem Kassenbon scannen. Nach dem Scannen müssen sie ein Formular mit ihren " "Rechnungsdaten ausfüllen und auf :guilabel:`Meine Rechnung erhalten` " "klicken. Auf diese Weise wird einerseits eine Rechnung erstellt, die Sie " "herunterladen können. Andererseits ändert sich der Bestellstatus im Odoo-" "Backend von :guilabel:`Bezahlt` oder :guilabel:`Gebucht` zu " ":guilabel:`Abgerechnet`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "Änderung des Auftragsstatus" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:105 msgid "" "To use this feature, you have to enable QR codes on receipts by going to " ":menuselection:`Point of Sale --> Configuration --> Settings`. Then, select " "the POS in the :guilabel:`Point of Sale` field, scroll down to the " ":guilabel:`Bills & Receipts` section and enable :guilabel:`Use QR code on " "ticket`." msgstr "" "Um diese Funktion zu nutzen, müssen Sie QR-Codes auf Kassenbons aktivieren, " "indem Sie zu :menuselection:`Kassensystem --> Konfiguration --> " "Einstellungen` gehen. Wählen Sie dann das Kassensystem im Feld " ":guilabel:`Kassensystem` aus, scrollen Sie nach unten zum Abschnitt " ":guilabel:`Rechnungen & Quittungen` und aktivieren Sie :guilabel:`QR-Code " "auf Kassenbon verwenden`." #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "Berichtswesen" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "Statistiken ansehen" #: ../../content/applications/sales/point_of_sale/reporting.rst:8 msgid "" "To access your statistics, go to :menuselection:`Point of Sale --> Reporting" " --> Orders`. Or, from the **POS dashboard**, click the vertical ellipsis " "(:guilabel:`⋮`) button, :guilabel:`Reporting`, and :guilabel:`Orders`." msgstr "" "Um auf Ihre Statistiken zuzugreifen, gehen Sie zu :guilabel:`Kassensystem " "--> Berichtswesen --> Aufträge`. Oder klicken Sie im " "**Kassensystemdashboard** auf die Schaltfläche mit der vertikalen Ellipse " "(:guilabel:`⋮`), :guilabel:`Berichtswesen` und :guilabel:`Aufträge`." #: ../../content/applications/sales/point_of_sale/reporting.rst:12 msgid "" "These statistics are available in a graph or pivot view that you can filter " "or group depending on your needs." msgstr "" "Diese Statistiken sind in einer Diagramm- oder Pivot-Ansicht verfügbar, die " "Sie je nach Bedarf filtern oder gruppieren können." #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "Restaurantfunktionen" #: ../../content/applications/sales/point_of_sale/restaurant.rst:7 msgid "" "Managing a restaurant or a bar comes with specific needs. The Point of Sale " "application provides various features that allow performing all the required" " tasks in such businesses." msgstr "" "Die Leitung eines Restaurants oder einer Bar ist mit besonderen " "Anforderungen verbunden. Die Kassensystem-App bietet verschiedene " "Funktionen, mit denen sich alle erforderlichen Aufgaben in solchen " "Unternehmen erledigen lassen." #: ../../content/applications/sales/point_of_sale/restaurant.rst:10 msgid "Once the POS is set to be used in a restaurant or a bar, you can:" msgstr "" "Sobald das Kassensystem für die Verwendung in einem Restaurant oder einer " "Bar eingerichtet ist, können Sie:" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid "" ":doc:`organize your floors and tables to reflect your interior " "`;" msgstr "" ":doc:`Ihre Räume und Tische organisieren, um Ihre Inneneinrichtung " "darzustellen `;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:13 msgid ":ref:`take orders `;" msgstr ":ref:`Bestellungen aufnehmen `;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 msgid "" ":doc:`communicate with the kitchen or the bar through the POS " "`;" msgstr "" ":doc:`über das Kassensystem mit der Küche oder der Bar kommunizieren " "`;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid "" ":doc:`print bills in advance and split them `;" msgstr "" ":doc:`Rechnungen im Voraus drucken und diese teilen " "`;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr ":doc:`Trinkgelder erhalten `; und" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid "" ":doc:`set different taxes for takeaway food `." msgstr "" ":doc:`andere Steuersätze für Essen zum Mitnehmen festlegen " "`." #: ../../content/applications/sales/point_of_sale/restaurant.rst:24 msgid "" "To enable the restaurant and bar-specific features, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, select the " "POS, and activate :guilabel:`Is a Bar/Restaurant`." msgstr "" "Um die Funktionen für Restaurants und Bars zu aktivieren, gehen Sie zu " ":menuselection:`Kassensystem --> Konfiguration --> Einstellungen`, wählen " "Sie das Kassensystem aus und aktivieren Sie :guilabel:`Ist eine Bar/ein " "Restaurant`." #: ../../content/applications/sales/point_of_sale/restaurant.rst:27 msgid "" "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "" "Diese Funktionen werden im Abschnitt :guilabel:`Restaurant & Bar` angezeigt." #: ../../content/applications/sales/point_of_sale/restaurant.rst-1 msgid "restaurant and bar-specific features" msgstr "Funktionen für Restaurants und Bars" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "Rechnungen" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:5 msgid "" "Typical practices in restaurants or bars are to request the bill before " "proceeding to payment or splitting it based on the items ordered. Odoo POS " "provides two features to perform these tasks seamlessly: **Bill Printing** " "and **Bill Splitting**." msgstr "" "In Restaurants oder Bars ist es üblich, die Rechnung anzufordern, bevor Sie " "zur Zahlung übergehen, oder die Rechnung anhand der bestellten Artikel " "aufzuteilen. Odoo Kassensystem bietet zwei Funktionen, um diese Vorgänge " "nahtlos durchzuführen: **Rechnungsdruck** und **Rechnungsteilung**." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:12 msgid "" "To activate the features, go to :menuselection:`Point of Sale --> " "Configuration --> Settings`, select the POS, and activate :guilabel:`Early " "Receipt Printing` and :guilabel:`Allow Bill Splitting` in the " ":guilabel:`Restaurant & Bar` section." msgstr "" "Um die Funktionen zu aktivieren, gehen Sie zu :menuselection:`Kassensystem " "--> Konfiguration --> Einstellungen`, wählen Sie das Kassensystem und " "aktivieren Sie :guilabel:`Frühzeitiger Bondruck` und " ":guilabel:`Rechnungsteilung erlauben` im Abschnitt :guilabel:`Restaurant & " "Bar`." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst-1 msgid "" "activate the bill printing and bill splitting features in the POS settings" msgstr "" "Die Funktionen für den Rechnungsdruck und die Rechnungsaufteilung in den " "Kassensystem-Einstellungen aktivieren" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "Rechnungsdruck" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:23 msgid "" "From an open session, click :menuselection:`Bill --> Print` at any moment to" " generate and print a bill." msgstr "" "Klicken Sie in einer offenen Sitzung jederzeit auf :menuselection:`Rechnung " "--> Drucken`, um eine Rechnung zu erstellen und zu drucken." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:27 msgid "" "The printed bill is **not** final and will be updated to reflect any changes" " to the order." msgstr "" "Die gedruckte Rechnung ist **nicht** endgültig und wird aktualisiert, um " "alle Änderungen an der Bestellung zu berücksichtigen." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "Rechnungsteilung" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:32 msgid "" "From an open session, click :guilabel:`Split` to select the items to " "regroup. Once everything is selected, click :guilabel:`Payment` and proceed " "to checkout for these items. Repeat for each guest." msgstr "" "Klicken Sie in einer offenen Sitzung auf :guilabel:`Aufteilen`, um die " "Artikel auszuwählen, die Sie umgruppieren möchten. Sobald alles ausgewählt " "ist, klicken Sie auf :guilabel:`Zahlung` und fahren Sie mit dem " "Kassiervorgang für diese Artikel fort. Wiederholen Sie dies für jeden Gast." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:36 msgid "" "Once you return to the table, the selected items are no longer on order, as " "they have been paid for." msgstr "" "Sobald Sie zum Tisch zurückkehren, sind die ausgewählten Artikel nicht mehr " "in der Bestellung, da sie bereits bezahlt wurden." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:38 msgid "The feature is available as soon as at least two items are ordered." msgstr "" "Die Funktion ist verfügbar, sobald mindestens zwei Artikel bestellt wurden." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:41 msgid ":doc:`floors_tables`" msgstr ":doc:`floors_tables`" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:3 msgid "Floors and tables" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:5 msgid "" "The **Floor plan view** enables you to manage restaurant floors and table " "arrangements and monitor table status in real time, including occupancy, " "reservations, and kitchen orders." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "example of a floor plan view with visual keys to understand it." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:13 msgid "Table 1: An order has been placed and sent to the kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:14 msgid "" "Table 3: An order of four items has been placed and needs to be sent to the " "kitchen." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:15 msgid "Tables 2, 4, and 5: These tables are available." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:16 msgid "" "Tables 2, 4, and 5: These tables' total capacity is, respectively, 2, 4, and" " 8 people." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:17 msgid "Table 1: The table of two is full." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:18 msgid "Table 3: The table of four is taken by one person." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:19 msgid "Table 5: \"Famous Joe\" has a reservation for 8 people at 12:00." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:25 msgid "From the POS backend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:27 msgid "" "To create floors and tables from the backend, go to :menuselection:`Point of" " Sale --> Configuration --> Floor Plans`, and click :guilabel:`New` to " "create a floor. Name it, select the related point(s) of sales, and click " ":guilabel:`Add a line` to create a table. Name the table and assign a number" " of seats. You can also link it to an appointment resource to make the table" " bookable. Once done, click :guilabel:`Save & Close` or :guilabel:`Save & " "New` to confirm." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "window to create a table in the POS backend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:38 msgid "" "The POS must be opened and :ref:`edited from the frontend " "` to create a map of your restaurant or bar " "reflecting your actual floor plan." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:42 msgid "" "Create floors on the spot: :ref:`access your POS settings " "`, type your floor name in the :guilabel:`Floor` " "field of the :guilabel:`Floors & Tables Map` category, and press *enter*." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:0 msgid "setting to create floors from the POS settings" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:53 msgid "From the POS frontend" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:55 msgid "" "To create floors and tables from the frontend, :ref:`open a POS session " "`, click the hamburger menu icon :guilabel:`≡` in the " "upper right corner, then :guilabel:`Edit Plan` to enter the **edit mode**." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:59 msgid "" "Click :guilabel:`+ Add Floor` to add a floor, then enter a name in the pop-" "up window." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:61 msgid "" "Once a floor is created, add a table by clicking :guilabel:`+ TABLE`. To " "move it, select it and drag and drop it as desired. You can also modify the " "attributes of the selected table, such as the number of seats by clicking " ":guilabel:`SEATS`, the table shape using :guilabel:`SHAPE`, the table color " "using :guilabel:`FILL`, or the table name by clicking :guilabel:`RENAME`. To" " duplicate an existing table, select it and click :guilabel:`COPY`. You can " "also remove the table by clicking :guilabel:`DELETE`." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:68 msgid "" "After making all the necessary modifications, click :guilabel:`CLOSE` to " "save." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "the floor plan view in edit mode." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:74 msgid "If no table is selected, the modifications are applied to the floor." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:77 msgid "Removing a table or a floor cannot be undone." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:82 msgid "Take orders" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84 msgid "" "Click a table to access the POS interface and start taking your customer's " "order. The system automatically associates the orders and the table, " "allowing you to add more items later and generate a bill specifically for " "that table's orders." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:88 msgid "" "Once you have taken an order, click :guilabel:`Change table` to return to " "the floor plan view." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:91 msgid "" "As soon as you click a table, the number of guests is automatically set to " "one. If you mistakenly select a table, click :guilabel:`Release table` to " "free it or :ref:`transfer the customer ` to another " "table." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:98 msgid "Table transfer" msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:100 msgid "" "To move customers from one table to another, select a table and click " ":guilabel:`→ Transfer` on the POS interface. This redirects you to the floor" " plan view, where you can choose the new table to which you want to transfer" " the customers." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:104 msgid "" "When you transfer customers, all of the orders they have placed and that are" " linked to the original table are also transferred." msgstr "" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "Bestellungen drucken" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:5 msgid "" "Integrating printers in a restaurant or bar's workflow can enhance " "communication and collaboration between the front-of-house and back-of-house" " teams, leading to a more streamlined and efficient service." msgstr "" "Die Integration von Druckern in den Arbeitsablauf eines Restaurants oder " "einer Bar kann die Kommunikation und die Zusammenarbeit zwischen den Teams " "im Service und in der Küche verbessern, was zu einem strafferen und " "effizienteren Service führt." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "Drucker aktivieren und erstellen" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:17 msgid "" "To enable sending orders to a kitchen or bar printer, go to " ":menuselection:`Point of Sale --> Configuration --> Settings`, scroll down " "to the :guilabel:`Restaurant & Bar` section, and enable :guilabel:`Kitchen " "Printers`. Type in a name for the printer in the :guilabel:`Printers` field " "and click :guilabel:`Create and edit...` to open a setup form." msgstr "" "Um die Übermittlung von Bestellungen an einen Küchen- oder Bardrucker zu " "aktivieren, gehen Sie zu :menuselection:`Kassensystem --> Konfiguration --> " "Einstellungen`, scrollen Sie nach unten zum Abschnitt :guilabel:`Restaurant " "& Bar` und aktivieren Sie :guilabel:`Küchendrucker`. Geben Sie einen Namen " "für den Drucker in das Feld :guilabel:`Drucker` ein und klicken Sie auf " ":guilabel:`Erstellen und bearbeiten ...`, um ein Einrichtungsformular zu " "öffnen." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:22 msgid "" "To get a list of all the printers already created or to modify an already " "created printer, click :guilabel:`--> Printers` and select the desired " "printer to open the setup form." msgstr "" "Um eine Liste aller bereits erstellten Drucker zu erhalten oder um einen " "bereits erstellten Drucker zu ändern, klicken Sie auf :guilabel:`--> " "Drucker` und wählen Sie den gewünschten Drucker aus, um das " "Einrichtungsformular zu öffnen." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "settings to enable the kitchen printers" msgstr "Einstellungen zur Aktivierung der Küchendrucker" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 msgid "Setup form" msgstr "Einrichtungsformular" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:34 msgid "" "From the :ref:`setup form `, select the " ":guilabel:`Printer Type` according to your installation:" msgstr "" "Wählen Sie im :ref:`Einrichtungsformular ` den " ":guilabel:`Druckertyp` entsprechend Ihrer Installation:" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:37 msgid "" "If your printer is connected to an IoT box, select :guilabel:`Use a printer " "connected to the IoT Box` and select the device in the :guilabel:`IoT " "Device` field." msgstr "" "Wenn Ihr Drucker mit einer IoT-Box verbunden ist, wählen Sie " ":guilabel:`Einen an die IoT-Box angeschlossenen Drucker verwenden` und " "wählen das Gerät im Feld :guilabel:`IoT-Gerät`." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:39 msgid "" "If you use an Epson printer that does not need an IoT box, select " ":guilabel:`Use an Epson printer` and enter the printer's IP address in the " ":guilabel:`Epson Printer IP Address` field." msgstr "" "Wenn Sie einen Epson-Drucker verwenden, der keine IoT-Box benötigt, wählen " "Sie :guilabel:`Epson-Drucker verwenden` und geben die IP-Adresse des " "Druckers in das Feld :guilabel:`IP-Adresse des Epson-Druckers` ein." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:43 msgid ":doc:`../../../productivity/iot/config/connect`" msgstr ":doc:`../../../productivity/iot/config/connect`" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:44 msgid ":doc:`../../../productivity/iot/devices/printer`" msgstr ":doc:`../../../productivity/iot/devices/printer`" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:45 msgid ":doc:`../configuration/epos_ssc`" msgstr ":doc:`../configuration/epos_ssc`" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:47 msgid "" "Set your printer to print specific products based on their POS category. To " "do so, click :guilabel:`Add a line` in the :guilabel:`Printed Product " "Categories` field. If you leave this field empty, all products are sent to " "the printer regardless of their POS category." msgstr "" "Richten Sie Ihren Drucker so ein, dass er bestimmte Produkte auf der " "Grundlage ihrer Kassensystem-Kategorie druckt. Klicken Sie dazu im Feld " ":guilabel:`Gedruckte Produktkategorien` auf :guilabel:`Zeile hinzufügen`. " "Wenn Sie dieses Feld leer lassen, werden alle Produkte an den Drucker " "gesendet, unabhängig von ihrer Kassensystem-Kategorie." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "setup form to configure a kitchen printer" msgstr "Einrichtungsformular zur Konfiguration eines Küchensdruckers" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56 msgid "Print orders" msgstr "Bestellungen drucken" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:58 msgid "" "From an open session, start taking an order and click :guilabel:`Order` to " "send it to the bar or the kitchen." msgstr "" "Nehmen Sie in einer offenen Sitzung eine Bestellung auf und klicken Sie auf " ":guilabel:`Auftrag`, um sie an die Bar oder die Küche zu übermitteln." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "order button from the POS UI to send orders to a kitchen or a bar" msgstr "" "Auftragsschaltfläche aus der Benutzeroverfläche des Kassensystems, um " "Bestellungen an die Küche oder Bar zu senden" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:66 msgid "" "When products can be printed, they appear in green in the cart, and the " "order button turns green." msgstr "" "Wenn Produkte gedruckt werden können, erscheinen sie im Warenkorb in grüner " "Farbe und die Auftragsschaltfläche wird grün." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Tips" msgstr "Trinkgelder" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:5 msgid "" "Tipping is customary in multiple countries. Point of Sale allows tipping in " ":ref:`shops `, :doc:`bars <../restaurant>`, or :doc:`restaurants " "<../restaurant>`." msgstr "" "Trinkgelder sind in vielen Ländern üblich. Das Kassensystem erlaubt " "Trinkgeld in :ref:`Shops `, :doc:`Bars <../restaurant>` oder " ":doc:`Restaurants <../restaurant>`." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:13 msgid "" "To allow tipping in your POS, activate the :guilabel:`Tips` feature in " ":menuselection:`Point of Sale --> Configuration --> Settings`. At the top of" " the page, select the POS in which you wish to allow **tipping**, scroll " "down to the :guilabel:`Payment` section and check :guilabel:`Tips`. Once " "enabled, add a :guilabel:`Tip Product` in the corresponding field, and save." " The designated product will be used as a reference on customers' receipts." msgstr "" "Um Trinkgeld in Ihrem Kassensystem zuzulassen, aktivieren Sie die Funktion " ":guilabel:`Trinkgelder` in :menuselection:`Kassensystem --> Konfiguration " "--> Einstellungen`. Wählen Sie oben auf der Seite das Kassensystem aus, in " "dem Sie **Trinkgeld** zulassen möchten, scrollen Sie nach unten zum " "Abschnitt :guilabel:`Zahlung` und aktivieren Sie :guilabel:`Trinkgelder`. " "Nach der Aktivierung fügen Sie ein :guilabel:`Trinkgeldprodukt` in das " "entsprechende Feld ein und speichern Sie. Das angegebene Produkt wird als " "Referenz auf den Quittungen der Kunden verwendet." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "enable tips in a POS" msgstr "Trinkgelder im Kassensystem aktivieren" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25 msgid "Tip products" msgstr "Trinkgeldprodukte" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:27 msgid "" "**Tip products** can be created on the spot. To do so, enter a product's " "name in the :ref:`Tip Product ` field and click " ":guilabel:`Create` or press **enter**. The product is automatically " "configured to be used as a tip at the payment screen." msgstr "" "**Trinkgeldprodukte** können dort erstellt werden. Geben Sie dazu den Namen " "eines Produkts in das Feld :ref:`Trinkgeldprodukt ` ein und " "klicken Sie auf :guilabel:`Erstellen` oder drücken Sie **Enter**. Das " "Produkt wird automatisch so konfiguriert, dass es auf dem Zahlungsbildschirm" " als Trinkgeld verwendet werden kann." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:31 msgid "" "However, if you wish to be able to select the tip product in a POS session, " "you must activate the **Available in POS** setting. To do so, click " ":guilabel:`Create and edit...` to open the product configuration form. Then," " go to the :guilabel:`Sales` tab, tick the :guilabel:`Available in POS` " "checkbox, and click :guilabel:`Save & Close`." msgstr "" "Wenn Sie jedoch das Trinkgeldprodukt in einer Kassensitzung auswählen " "möchten, müssen Sie die Einstellung **Verfügbar im Kassensystem** " "aktivieren. Klicken Sie dazu auf :guilabel:`Erstellen und bearbeiten ...`, " "um das Produktkonfigurationsformular zu öffnen. Wechseln Sie dann zum Reiter" " :guilabel:`Verkauf`, kreuzen Sie das Kontrollkästchen :guilabel:`Verfügbar " "im Kassensystem` an und klicken Sie auf :guilabel:`Speichern & Schließen`." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:37 msgid "" "When you create a product to use as a tip, leave the **product type** as " ":guilabel:`Consumable` to avoid unnecessary inventory movements." msgstr "" "Wenn Sie ein Produkt erstellen, das Sie als Trinkgeld verwenden möchten, " "lassen Sie den **Produkttyp** als :guilabel:`Verbrauchsartikel` stehen, um " "unnötige Lagerbuchungen zu vermeiden." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:39 msgid "" "You can only select one tip product per POS, but you can choose a different " "one for each." msgstr "" "Sie können nur ein Trinkgeldprodukt pro Kassensystem auswählen, aber Sie " "können für jedes Kassensystem ein anderes Produkt wählen." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:42 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:72 msgid "Tip using an Adyen terminal" msgstr "Tringeld bei Verwendung eines Adyen-Terminals" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:44 msgid "" "If you use an :doc:`Adyen <../payment_methods/terminals/adyen>` payment " "terminal and wish to enable **tips** using the terminal, check " ":guilabel:`Add tip through payment terminal (Adyen)` below the :ref:`tip " "settings `." msgstr "" "Wenn Sie ein :doc:`Adyen " "<../payment_methods/terminals/adyen>`-Zahlungsterminal verwenden und " "**Trinkgelder** über das Terminal aktivieren möchten, kreuzen Sie unterhalb " "der :ref:`Trinkgeldeinstellungen ` :guilabel:`Trinkgeld über " "das Zahlungsterminal hinzufügen (Adyen)` an." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:49 #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:79 msgid "Tip after payment" msgstr "Trinkgeld nach Zahlung" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:51 msgid "" "If you use a POS system in a bar or a restaurant, you can enable " ":guilabel:`Add tip after payment (North America specific)`. Doing so " "generates a bill to print and complete manually by the customer and the " "waiter. That bill indicates the tip value the customer chooses to give after" " the payment." msgstr "" "Wenn Sie ein Kassensystem in einer Bar oder einem Restaurant verwenden, " "können Sie :guilabel:`Trinkgeld nach Zahlung hinzufügen (spezifisch für " "Nordamerika)` aktivieren. Dadurch wird eine Rechnung erstellt, die der Kunde" " und der Kellner ausdrucken und manuell ausfüllen müssen. Auf dieser " "Rechnung ist der Wert des Trinkgelds angegeben, den der Kunde nach der " "Zahlung geben möchte." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:56 msgid "" "To use this feature, the selected payment method must have a bank journal " "attributed." msgstr "" "Um diese Funktion zu nutzen, muss der ausgewählten Zahlungsmethode ein " "Bankjournal zugeordnet sein." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "Trinkgelder hinzufügen" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:61 msgid "" "To add tips to an order, :ref:`access the payment screen ` and " "click :guilabel:`♥ Tip`. Then, enter the tipping amount, click " ":guilabel:`Confirm` to validate, and process the payment." msgstr "" "Um einem Auftrag Trinkgeld hinzuzufügen, :ref:`gehen Sie zu die " "Zahlungsseite ` und klicken Sie auf :guilabel:`♥ Trinkgeld`. Geben" " Sie dann den Trinkgeldbetrag ein, klicken Sie zur Bestätigung auf " ":guilabel:`Bestätigen` und verarbeiten Sie die Zahlung." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tip popup window" msgstr "Pop-up-Fenster für Trinkgeld" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:67 msgid "" "Alternatively, you can select the :ref:`tip product ` on the " "POS interface to add it to the cart. When selected, the product is " "automatically set as a tip, and its default value equals its **Sales " "Price**." msgstr "" "Alternativ können Sie das :ref:`Trinkgeldprodukt ` auf der " "Kassensystem-Schnittstelle auswählen, um es dem Warenkorb hinzuzufügen. Wenn" " Sie das Produkt auswählen, wird es automatisch als Trinkgeld festgelegt, " "und sein Standardwert entspricht seinem **Verkaufspreis**." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:74 msgid "" "During checkout, select **Adyen** as the payment terminal, and send the " "payment request to the device by clicking :guilabel:`Send`. The customers " "are asked to enter the desired tipping amount on the terminal's screen " "before proceeding to the payment." msgstr "" "Wählen Sie während des Kassiervorgangs **Adyen** als Zahlungsterminal und " "senden Sie die Zahlungsanforderung an das Gerät, indem Sie auf " ":guilabel:`Senden` klicken. Die Kunden werden aufgefordert, den gewünschten " "Trinkgeldbetrag auf dem Bildschirm des Terminals einzugeben, bevor sie mit " "der Zahlung fortfahren." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:81 msgid "" "At checkout, select a card payment method and click :guilabel:`Close Tab`. " "Doing so generates a bill to complete by the customer." msgstr "" "Wählen Sie während des Kassiervorgangs eine Kartenzahlungsmethode aus und " "klicken Sie auf :guilabel:`Reiter schließen`. Auf diese Weise wird eine " "Rechnung erstellt, die der Kunde ausfüllen muss." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tipping bill after payment to complete by customers" msgstr "Rechnung mit Trinkgeld nach Zahlung durch Kunden ausfüllen" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:87 msgid "" "On the following screen, click the percentage (:guilabel:`15%`, " ":guilabel:`20%`, :guilabel:`25%`), :guilabel:`No Tip`, or enter the tipping " "amount the customer chose to give. Then, click :guilabel:`Settle` to move to" " the following order." msgstr "" "Klicken Sie auf dem folgenden Bildschirm auf den Prozentsatz (:guilabel:`15 " "%`, :guilabel:`20 %`, :guilabel:`25 %`), :guilabel:`Kein Trinkgeld` oder " "geben Sie den Betrag ein, den der Kunde als Trinkgeld geben möchte. Klicken " "Sie dann auf :guilabel:`Abrechnen`, um zum nächsten Auftrag überzugehen." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "screen to select a tip amount to collect after payment" msgstr "" "Bildschirm, um einen Trinkgeldbetrag auszuwählen, der nach der Zahlung " "eingezogen werden soll" #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Shop features" msgstr "Shop-Funktionen" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3 msgid "Barcodes" msgstr "Barcodes" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:5 msgid "" "Using a barcode scanner to process point-of-sale orders improves your " "efficiency in providing quicker customer service. Barcode scanners can be " "used both to scan products or to log employees into a POS session." msgstr "" "Die Verwendung eines Barcode-Scanners zur Bearbeitung von Aufträgen im " "Kassensystem verbessert Ihre Effizienz bei der Bereitstellung eines " "schnelleren Kundendienstes. Barcode-Scanner können sowohl zum Scannen von " "Produkten als auch zur Anmeldung von Mitarbeitern an einer Kassensitzung " "verwendet werden." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:12 msgid "" "To use a barcode scanner, you must enable the feature in the Inventory app. " "Go to :menuselection:`Inventory --> Configuration --> Settings`, in the " ":guilabel:`Barcode` section, tick :guilabel:`Barcode Scanner` and save." msgstr "" "Um einen Barcode-Scanner zu verwenden, müssen Sie die Funktion in der Lager-" "App aktivieren. Gehen Sie zu :menuselection:`Lager --> Konfiguration --> " "Einstellungen`, markieren Sie im Abschnitt :guilabel:`Barcode` die Option " ":guilabel:`Barcode-Scanner` und speichern Sie." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "Barcode-Einstellung in der Lager-App" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" ":doc:`Einen Barcode-Scanner einrichten " "`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" ":doc:`Barcode-Scanner aktivieren " "`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:24 msgid "" "Once enabled in **Inventory**, you can use the barcode feature in **Point of" " Sale** with products that have a barcode number assigned." msgstr "" "Sobald diese Funktion in **Lager** aktiviert ist, können Sie die Barcode-" "Funktion im **Kassensystem** mit Produkten verwenden, denen eine Barcode-" "Nummer zugewiesen wurde." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "Barcodes zuweisen" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "An Ihre Produkte" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:33 msgid "" "To use this feature in POS, your products must have barcodes assigned. To do" " so, go to :menuselection:`Point of Sale --> Products --> Products` and open" " a **product form**. Add a barcode number in the :guilabel:`Barcode` field " "in the :guilabel:`General Information` tab." msgstr "" "Um diese Funktion im Kassensystem nutzen zu können, müssen Ihren Produkten " "Barcodes zugewiesen werden. Gehen Sie dazu zu :menuselection:`Kassensystem " "--> Produkte --> Produkte` und öffnen Sie ein **Produktformular**. Fügen Sie" " eine Barcode-Nummer in das Feld :guilabel:`Barcode` im Reiter " ":guilabel:`Allgemeine Informationen` ein." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "An Ihre Mitarbeiter" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:40 msgid "" "To add an identification number to an employee, go to the **Employees** app " "and open an **employee form**. Choose an identification number for your " "employee and fill in the :guilabel:`PIN Code` field in the :guilabel:`HR " "Settings` tab." msgstr "" "Um einem Mitarbeiter eine Identifikationsnummer hinzuzufügen, gehen Sie zur " "**Mitarbeiter**-App und öffnen Sie ein **Mitarbeiterformular**. Wählen Sie " "eine Identifikationsnummer für Ihren Mitarbeiter und füllen Sie im Reiter " ":guilabel:`HR Einstellungen` das Feld :guilabel:`PIN-Code` aus." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "Barcodes verwenden" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "Produkte scannen" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:50 msgid "" "Scan a product's barcode using a barcode scanner. Doing so adds it directly " "to the cart. To change the quantity, scan a product as many times as needed," " or click :guilabel:`Qty` and enter the number of products using the keypad." msgstr "" "Scannen Sie den Barcode eines Produkts mit einem Barcode-Scanner. Auf diese " "Weise wird das Produkt direkt dem Warenkorb hinzugefügt. Um die Menge zu " "ändern, scannen Sie ein Produkt so oft wie nötig, oder klicken Sie auf " ":guilabel:`Menge` und geben Sie die Anzahl der Produkte über das Tastenfeld " "ein." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:54 msgid "" "You can also enter the barcode number manually in the search bar to look for" " the product. Then, click it to add it to the cart." msgstr "" "Sie können die Barcode-Nummer auch manuell in die Suchleiste eingeben, um " "nach dem Produkt zu suchen. Klicken Sie dann auf das Produkt, um es in den " "Warenkorb zu legen." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "Mitarbeiter protokollieren" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:60 msgid "" "You can also use a barcode scanner to log your employees. To do so, " ":ref:`restrict access ` to the POS and " ":ref:`use barcodes to log your employees in ` your " "POS." msgstr "" "Sie können auch einen Barcode-Scanner verwenden, um Ihre Mitarbeiter zu " "protokollieren. Schränken Sie dazu den :ref:`Zugriff " "` zum Kassensystem ein und :ref:`verwenden Sie" " Barcodes, um Ihre Mitarbeiter ` in Ihrem Kassensystem" " zu protokollieren." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr "Verkaufsaufträge" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:5 msgid "" "When working in retail, you might need to order products directly from your " "Point of sale. Fortunately, Odoo Point of Sale is fully integrated with Odoo" " Sales, meaning that you can create a sales order and pay for it directly " "from your point of sale." msgstr "" "Wenn Sie im Einzelhandel tätig sind, müssen Sie vielleicht Produkte direkt " "aus Ihrem Kassensystem heraus bestellen. Glücklicherweise ist Odoo " "Kassensystem vollständig in Odoo Verkauf integriert, d. h. Sie können direkt" " aus Ihrem Kassensystem heraus einen Verkaufsauftrag erstellen und diesen " "bezahlen." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "Einen Verkaufsauftrag auswählen" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:12 msgid "" "From the **Point of Sale** application, open a new session. Then, click on " ":guilabel:`Quotations/Orders` to get the complete list of quotations and " "sales orders created on the sales application." msgstr "" "Öffnen Sie in der **Kassensystem**-App eine neue Sitzung. Klicken Sie dann " "auf :guilabel:`Angebote/Aufträge`, um die vollständige Liste der Angebote " "und Aufträge zu erhalten, die in der Verkaufsapp erstellt wurden." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "" "Schaltfläche für Angebote und Verkaufsaufträge in der Kassensystem-" "Schnittstelle" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:21 msgid "" "To ease finding the right sales order, you can filter that list on the " "**customer** or on the **order reference**. You can also set the customer " "before clicking on :guilabel:`Quotations/Orders` to reduce the list to one " "particular customer." msgstr "" "Um die Suche nach dem richtigen Verkaufsauftrag zu erleichtern, können Sie " "diese Liste nach dem **Kunden** oder nach der **Auftragsreferenz** filtern. " "Sie können auch den Kunden festlegen, bevor Sie auf " ":guilabel:`Angebote/Aufträge` klicken, um die Liste auf einen bestimmten " "Kunden zu beschränken." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "Eine Anzahlung anwenden oder den Auftrag abrechnen" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:28 msgid "From the list of sales order, select one to make a payment." msgstr "" "Wählen Sie aus der Liste der Verkaufsaufträge einen aus, um eine Zahlung zu " "verrichten." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "Liste der Verkaufsaufträge und Angebote" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "Es gibt 2 Optionen:" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:36 msgid "" "Settle the order **partially**: after clicking on :guilabel:`Apply a down " "payment`, enter the percentage of down payment you want the customer to pay." " Then, click on :guilabel:`ok` and proceed with the order." msgstr "" "den Auftrag **teilweise** abrechnen: Nachdem Sie auf :guilabel:`Eine " "Anzahlung anwenden` geklickt haben, geben Sie den Prozentsatz der Anzahlung " "ein, die der Kunde leisten soll. Klicken Sie dann auf :guilabel:`ok` und " "fahren Sie mit dem Auftrag fort." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:39 msgid "" "Settle the order **completely**: click on :guilabel:`Settle the order` to " "pay for the total of the sales order." msgstr "" "den Auftrag **vollständig** abrechnen: Klicken Sie auf :guilabel:`Auftrag " "abwickeln`, um den Gesamtbetrag des Auftrags zu bezahlen." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:43 msgid "" "Once you settle a sales order, the applied down payment is automatically " "deducted from the total amount." msgstr "" "Sobald Sie einen Verkaufsauftrag abrechnen, wird die geleistete Anzahlung " "automatisch vom Gesamtbetrag abgezogen." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:47 msgid ":doc:`/applications/sales/sales/invoicing/down_payment`" msgstr ":doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:3 msgid "Serial numbers and lots" msgstr "Seriennummern und Lose" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:5 msgid "" "Working with **serial numbers** and **lots** allows tracking your products' " "movements. When products are tracked, the system identifies their location " "based on their last movement." msgstr "" "Die Arbeit mit **Seriennummern** und **Losen** ermöglicht die Verfolgung der" " Bewegungen Ihrer Produkte. Wenn Produkte nachverfolgt werden, identifiziert" " das System ihren Standort anhand ihrer letzten Bewegung." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:8 msgid "" "To enable traceability, go to :menuselection:`Point of Sale --> Products -->" " Products`. Then, select a product and check the :guilabel:`Tracking By " "Unique Serial Number` or the :guilabel:`Tracking By Lots` box in the " ":guilabel:`Inventory` tab." msgstr "" "Um die Rückverfolgbarkeit zu aktivieren, gehen Sie zu " ":menuselection:`Kassensystem --> Produkte --> Produkte`. Wählen Sie dann ein" " Produkt aus und kreuzen Sie im Reiter :guilabel:`Lager` das Kästchen " ":guilabel:`Verfolgung nach eindeutiger Seriennummer` oder das Kästchen " ":guilabel:`Verfolgung nach Losen` an." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "Rückverfolgbarkeitseinstellungen aktivieren" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "Seriennummern und Lose importieren" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:19 msgid "" "You can import serial numbers in Point of Sale. To do so, select a **sales " "order** or a **quotation** containing tracked products. Then, agree to load " "the **Lots or Serial Numbers** linked to the :abbr:`SO (sales order)`." msgstr "" "Sie können Seriennummern ins Kassensystem importieren. Wählen Sie dazu einen" " **Verkaufsauftrag** oder ein **Angebot** mit verfolgten Produkten. Stimmen " "Sie dann zu, die **Lose oder Seriennummern** zu laden, die mit dem :abbr:`VA" " (Verkaufsauftrag)` verbunden sind." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Pop-up window for serial number import" msgstr "Pop-up-Fenster für Import von Seriennummern" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:28 msgid "" "The imported tracking numbers appear below the tracked products. You can " "modify them by clicking on the list-view button next to the products." msgstr "" "Die importierten Verfolgungsnummern erscheinen unter den verfolgten " "Produkten. Sie können sie ändern, indem Sie auf die Schaltfläche der " "Listenansicht neben den Produkten klicken." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:37 msgid ":doc:`../shop/sales_order`" msgstr ":doc:`../shop/sales_order`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:40 msgid "Serial numbers and lots creation" msgstr "Seriennummern und Lose erstellen" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:42 msgid "" "If a tracked product is available in your POS, adding the product to the " "cart opens a pop-up window where you can type or scan the product's serial " "or lot numbers. To add more than one of the same tracked products, click on " "**enter** to validate and start a new line." msgstr "" "Wenn ein verfolgtes Produkt in Ihrem Kassensystem verfügbar ist, öffnet sich" " beim Hinzufügen des Produkts zum Warenkorb ein Pop-up-Fenster, in dem Sie " "die Serien- oder Losnummern des Produkts eingeben oder scannen können. Wenn " "Sie mehr als ein verfolgtes Produkt hinzufügen möchten, klicken Sie auf " "**Enter**, um zu bestätigen und eine neue Zeile zu beginnen." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "Hinzufügen neuer Serien- und Losnummern" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:52 msgid "" "Changing a tracked product's quantity using the numpad turns the list-view " "button red. Click on it to add the missing lot and serial numbers." msgstr "" "Wenn Sie die Menge eines verfolgten Produkts mit dem Ziffernblock ändern, " "wird die Schaltfläche in der Listenansicht rot. Klicken Sie darauf, um die " "fehlenden Los- und Seriennummern hinzuzufügen." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:54 msgid "" ":guilabel:`Lot & Serial Number(s)` are :guilabel:`required` on tracked " "products but not mandatory. Meaning that not attributing some or any does " "**not** prevent from completing the sale." msgstr "" ":guilabel:`Los- & Seriennummer(n)` sind für verfolgte Produkte " ":guilabel:`erforderlich`, aber nicht obligatorisch. Das bedeutet, dass die " "Nichtangabe einer oder mehrerer Nummern **nicht** verhindert, dass der " "Verkauf abgeschlossen wird." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:3 msgid "Ship later" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:5 msgid "" "The **Ship Later** feature allows you to sell products and schedule delivery" " at a later date. It is useful, for example, when a product is out of stock " "or so voluminous that it requires to be shipped, or if, for any reason, the " "customer needs their order to be shipped later, etc." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:12 msgid "" ":ref:`Go to the POS settings `, scroll down to the " ":guilabel:`Inventory` section, and enable :guilabel:`Allow Ship Later`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "settings to enable and configure the ship later feature" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:19 msgid "Once activated, you can:" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:21 msgid "" "Choose the location from where the products are shipped by selecting a " ":guilabel:`Warehouse`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:22 msgid "" "Define a :guilabel:`Specific route`, or leave this field empty to use the " "default route." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:23 msgid "" "Define the :guilabel:`Shipping Policy`; select :guilabel:`As soon as " "possible` if the products can be delivered separately or :guilabel:`When all" " products are ready` to ship all the products at once." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:28 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/delivery_method`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:29 msgid "" ":doc:`../../../inventory_and_mrp/inventory/warehouses_storage/inventory_management/warehouses_locations`" msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:34 msgid ":ref:`Open a session ` and make a sale." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:35 msgid "" "On the payment screen, set a customer and select :guilabel:`Ship Later`." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:36 msgid "" "On the popup window, set a shipping date and click :guilabel:`Confirm` to " "proceed to payment." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst-1 msgid "selecting ship later at checkout." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:42 msgid "" "The system instantly creates a delivery order from the warehouse to the " "shipping address." msgstr "" #: ../../content/applications/sales/point_of_sale/shop/ship_later.rst:45 msgid "" "The selected customer must have referenced an address in the system for " "products to be shipped." msgstr "" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "Vermietung" #: ../../content/applications/sales/rental.rst:5 msgid "" "The Odoo *Rental* application provides comprehensive solutions to configure " "and manage rentals." msgstr "" #: ../../content/applications/sales/rental.rst:7 msgid "" "Send quotations, confirm orders, schedule rentals, register products when " "they are picked up and returned, and invoice customers from this single " "platform." msgstr "" #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "`Odoo Vermietung: Produktseite `_" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "`Odoo-Tutorials: Vermietung `_" #: ../../content/applications/sales/rental.rst:17 msgid "Dashboard" msgstr "Dashboard" #: ../../content/applications/sales/rental.rst:19 msgid "" "Upon opening the *Rental* application, the :guilabel:`Rental Orders` " "dashboard is revealed." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "Example of the Rental Orders dashboard available in the Odoo Rental " "application." msgstr "" #: ../../content/applications/sales/rental.rst:25 msgid "" "In the default kanban view, all rentals are visible. Each rental card " "displays the customer name, the price of the rental, the related sales order" " number, along with the status of the rental." msgstr "" #: ../../content/applications/sales/rental.rst:29 msgid "" "Rental kanban cards that do **not** display a rental status means those " "rentals have confirmed quotations, but have not been picked up yet." msgstr "" #: ../../content/applications/sales/rental.rst:32 msgid "" "On the left sidebar, the :guilabel:`Rental Status` for each rental can be " "found. Beneath that, the :guilabel:`Invoice Status` of the rentals is " "accessible. Clicking any option in the left sidebar filters the displayed " "rentals on the dashboard." msgstr "" #: ../../content/applications/sales/rental.rst:37 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:13 #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:10 #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:17 msgid "Settings" msgstr "Einstellungen" #: ../../content/applications/sales/rental.rst:39 msgid "" "To configure additional rental delay costs, availability of rental items, or" " minimum time of rental, navigate to :menuselection:`Rental app --> " "Configuration --> Settings`." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "How the Settings page appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:46 msgid "" "In the :guilabel:`Rental` section, there are options to configure " ":guilabel:`Default Delay Costs` and :guilabel:`Default Padding Time`. There " "is also the option to activate :guilabel:`Rental Transfers` and " ":guilabel:`Digital Documents`." msgstr "" #: ../../content/applications/sales/rental.rst:50 msgid ":guilabel:`Default Delay Costs` are additional costs for late returns." msgstr "" #: ../../content/applications/sales/rental.rst:51 msgid "" ":guilabel:`Default Padding Time` represents the minimum amount of time " "between two rentals." msgstr "" #: ../../content/applications/sales/rental.rst:52 msgid "" ":guilabel:`Rental Transfers` means stock deliveries and receipts can be used" " for rental orders." msgstr "" #: ../../content/applications/sales/rental.rst:54 msgid "" ":guilabel:`Digital Documents` allows users to upload documents for customers" " to sign prior to" msgstr "" #: ../../content/applications/sales/rental.rst:54 msgid "confirming their rental." msgstr "" #: ../../content/applications/sales/rental.rst:56 msgid "" "In the :guilabel:`Rent Online` section, there are options to configure a " ":guilabel:`Minimal Rental Duration` and designate :guilabel:`Unavailability " "days`, or days during which pickup and return are not possible." msgstr "" #: ../../content/applications/sales/rental.rst:61 msgid "Rental products" msgstr "" #: ../../content/applications/sales/rental.rst:63 msgid "" "To view all products that can rented in the database, navigate to " ":menuselection:`Rentals app --> Products`. By default, the :guilabel:`Can be" " Rented` search filter appears in the search bar." msgstr "" #: ../../content/applications/sales/rental.rst:66 msgid "" "Each product kanban card displays that product's name, rental price, and " "product image (if applicable)." msgstr "" #: ../../content/applications/sales/rental.rst:70 msgid "Rental pricing" msgstr "" #: ../../content/applications/sales/rental.rst:72 msgid "" "To adjust the rental pricing on a product, go to the :guilabel:`Products` " "page in the *Rental* app, then select the desired product or click " ":guilabel:`New` to create a new product from scratch." msgstr "" #: ../../content/applications/sales/rental.rst:75 msgid "" "On the product form, ensure the :guilabel:`Can be Rented` checkbox is " "ticked. Then, open the :guilabel:`Rental prices` tab." msgstr "" #: ../../content/applications/sales/rental.rst:83 msgid "" "If creating a rental product outside of the *Rental* app, just ensure the " ":guilabel:`Can be Rented` checkbox is ticked on the product form. By " "default, this checkbox is ticked whenever a product is created directly in " "the *Rental* application." msgstr "" #: ../../content/applications/sales/rental.rst:90 msgid "" "Under the :guilabel:`Pricing` section of the :guilabel:`Rental prices` tab, " "designate custom rental prices and rental periods for the product." msgstr "" #: ../../content/applications/sales/rental.rst:93 msgid "" "To add pricing for a rental, click :guilabel:`Add a price`. Then, choose a " "*pricing period* (:dfn:`the unit of duration of the rental`) in the " ":guilabel:`Period` column, or create a new pricing period by typing in the " "name and clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/rental.rst:97 msgid "" "Next, decide whether or not to apply this custom rental price to a specific " ":guilabel:`Pricelist`." msgstr "" #: ../../content/applications/sales/rental.rst:99 msgid "" "Lastly, enter the desired :guilabel:`Price` for that specific " ":guilabel:`Period`." msgstr "" #: ../../content/applications/sales/rental.rst:102 msgid "" "There is no limit to how many pricing lines can be added. Multiple pricing " "options for rental products are typically used to give discounts for " "customers who agree to longer rental durations." msgstr "" #: ../../content/applications/sales/rental.rst:105 msgid "" "To delete any rental pricing option, click the :guilabel:`🗑️ (trash)` icon, " "and that row is deleted." msgstr "" #: ../../content/applications/sales/rental.rst:109 msgid "Reservations" msgstr "Reservierungen" #: ../../content/applications/sales/rental.rst:111 msgid "" "Under the :guilabel:`Reservations` section of the :guilabel:`Rental prices` " "tab, there is the option to configure additional fines for any " ":guilabel:`Extra Hour` or :guilabel:`Extra Day` that the customer takes to " "return a rental." msgstr "" #: ../../content/applications/sales/rental.rst:115 msgid "" "There is also the option to set a :guilabel:`Security Time`, expressed in " "hours, to make the rental product temporarily unavailable between two rental" " orders. Such a feature may prove useful if maintenance or cleaning is " "required between rentals." msgstr "" #: ../../content/applications/sales/rental.rst:120 msgid "Price computing" msgstr "" #: ../../content/applications/sales/rental.rst:122 msgid "" "Odoo always uses two rules to compute the price of a product when a rental " "order is created:" msgstr "" #: ../../content/applications/sales/rental.rst:124 msgid "Only one price line is used." msgstr "Nur eine Preiszeile wird verwendet." #: ../../content/applications/sales/rental.rst:125 msgid "The cheapest line is selected." msgstr "Die günstigste Zeile wird ausgewählt." #: ../../content/applications/sales/rental.rst:128 msgid "Consider the following rental pricing configuration for a product:" msgstr "Betrachten Sie die folgende Mietpreiskonfiguration für ein Produkt:" #: ../../content/applications/sales/rental.rst:130 msgid "1 day: $100" msgstr "1 Tag: 100 €" #: ../../content/applications/sales/rental.rst:131 msgid "3 days: $250" msgstr "3 Tage: 250 €" #: ../../content/applications/sales/rental.rst:132 msgid "1 week: $500" msgstr "1 Woche: 500 €" #: ../../content/applications/sales/rental.rst:134 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" "Ein Kunde möchte dieses Produkt für acht Tage mieten. Welchen Preis muss er " "bezahlen?" #: ../../content/applications/sales/rental.rst:136 msgid "" "After an order is created, Odoo selects the second line as this is the " "cheapest option. The customer has to pay three times '3 days' to cover the " "rental's eight days, for a total of $750." msgstr "" "Nachdem ein Auftrag erstellt wurde, wählt Odoo die zweite Zeile aus, da dies" " die günstigste Option ist. Der Kunde muss dreimal „3 Tage“ bezahlen, um die" " acht Tage der Miete abzudecken, also insgesamt 750 €." #: ../../content/applications/sales/rental.rst:142 msgid "Rental orders" msgstr "" #: ../../content/applications/sales/rental.rst:144 msgid "" "To create a rental order in the *Rental* app, navigate to " ":menuselection:`Rental app --> Orders --> Orders`, and click " ":guilabel:`New`. Doing so reveals a blank rental order form to be filled in " "accordingly." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a filled out rental order available in the Odoo Rental " "application." msgstr "" #: ../../content/applications/sales/rental.rst:152 msgid "" "Start by adding a :guilabel:`Customer`, then configure the desired duration " "of the rental in the :guilabel:`Rental period` field." msgstr "" #: ../../content/applications/sales/rental.rst:155 msgid "" "To adjust the rental duration, click the first date in the :guilabel:`Rental" " period` field, and select the range of dates to represent the rental " "duration from the pop-up calendar form that appears." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "Sample of a rental period calendar pop-up window in the Odoo Rental " "application." msgstr "" #: ../../content/applications/sales/rental.rst:163 msgid "" "Once complete, click :guilabel:`Apply` in the calendar pop-up form. " "Following that, the pop-up form disappears, and the designated time period " "of the rental is represented in the :guilabel:`Duration` field." msgstr "" #: ../../content/applications/sales/rental.rst:167 msgid "" "Next, add a rental product in the :guilabel:`Order Lines` tab, by clicking " ":guilabel:`Add a product`, and selecting the desired rental product to add " "to the form." msgstr "" #: ../../content/applications/sales/rental.rst:171 msgid "" "If a rental product is added *before* the :guilabel:`Rental period` field " "has been properly configured, the user can *still* adjust the " ":guilabel:`Rental period` field accordingly." msgstr "" #: ../../content/applications/sales/rental.rst:174 msgid "" "Simply select the desired range of dates to represent the duration of the " "rental, then click :guilabel:`Update Rental Prices` in the " ":guilabel:`Duration` field." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "The update rental prices option that appears in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:181 msgid "" "Doing so reveals a :guilabel:`Confirmation` pop-up window. If everything is " "correct, click :guilabel:`Ok`, and Odoo recalculates the rental price " "accordingly." msgstr "" #: ../../content/applications/sales/rental.rst:184 msgid "" "Once all the information has been entered correctly on the rental order " "form, click the :guilabel:`Send by Email` button to send the quotation to " "the customer, or click the :guilabel:`Confirm` button to confirm the order." msgstr "" #: ../../content/applications/sales/rental.rst:189 msgid "Customer signature" msgstr "Kundenunterschrift" #: ../../content/applications/sales/rental.rst:191 msgid "" "Upon confirming a rental order, the :guilabel:`Sign Documents` button " "appears. This gives the ability to request the customer sign a rental " "agreement, outlining the arrangement between the company and customer, " "*before* they pick up the rental product(s)." msgstr "" #: ../../content/applications/sales/rental.rst:195 msgid "" "Such documents can ensure everything is returned on-time and in its original" " condition." msgstr "" #: ../../content/applications/sales/rental.rst:198 msgid "" "The :guilabel:`Sign Documents` button/option **only** appears if the " ":guilabel:`Digital Documents` feature has been activated in the *Rental* " "application settings. To do so, navigate to :menuselection:`Rental app --> " "Configuration --> Settings`, activate :guilabel:`Digital Documents`, and " "click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/rental.rst:204 msgid "" "This feature also requires the :doc:`Sign <../finance/sign>` app. If " "necessary, Odoo automatically installs it after activating the " ":guilabel:`Digital Documents` setting." msgstr "" #: ../../content/applications/sales/rental.rst:207 msgid "" "To request a customer signature on a rental agreement, select a confirmed " "rental order, and click the :guilabel:`Sign Documents` button to reveal a " ":guilabel:`Sign Documents` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "The Sign Documents pop-up window that appears in the Odoo Rental " "application." msgstr "" #: ../../content/applications/sales/rental.rst:214 msgid "" "From here, select the desired document from the :guilabel:`Document " "Template` field. Then, click :guilabel:`Sign Document`. Doing so reveals a " ":guilabel:`New Signature Request` pop-up window." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "The New Signature Request pop-up window that appears in the Odoo Rental " "application." msgstr "" #: ../../content/applications/sales/rental.rst:221 msgid "" "Upon confirming the information in the :guilabel:`New Signature Request` " "pop-up form, click :guilabel:`Sign Now` to initiate the signing process." msgstr "" #: ../../content/applications/sales/rental.rst:224 msgid "" "A separate page is then revealed, showcasing the document to be signed, " "which is accessible to the customer via the customer portal." msgstr "" #: ../../content/applications/sales/rental.rst:227 msgid "" "Odoo guides the customer through the signing process with clear, clickable " "indicators, and allows them to create electronic signatures to quickly " "complete the form." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "The adopt your signature pop-up window that appears in the Odoo Rental " "application." msgstr "" #: ../../content/applications/sales/rental.rst:234 msgid "" "Once the document has been signed and completed, click the " ":guilabel:`Validate & Send Completed Document` button at the bottom of the " "document." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "The validate and send completed document button in the Odoo Rental " "application." msgstr "" #: ../../content/applications/sales/rental.rst:241 msgid "" "Upon clicking the :guilabel:`Validate & Send Completed Document` button, " "Odoo presents the option to download the signed document for record-keeping " "purposes, if necessary." msgstr "" #: ../../content/applications/sales/rental.rst:245 msgid "`Odoo Tutorials: Sign `_" msgstr "`Odoo-Tutorials: E-Signatur `_" #: ../../content/applications/sales/rental.rst:250 msgid "Pickup products" msgstr "" #: ../../content/applications/sales/rental.rst:252 msgid "" "When a customer picks up the product(s), navigate to the appropriate rental " "order, click the :guilabel:`Pickup` button, and then click " ":guilabel:`Validate` in the :guilabel:`Validate a pickup` pop-up form that " "appears." msgstr "" #: ../../content/applications/sales/rental.rst:256 msgid "" "Doing so places a :guilabel:`Picked-up` status banner on the rental order." msgstr "" #: ../../content/applications/sales/rental.rst:259 msgid "Return products" msgstr "" #: ../../content/applications/sales/rental.rst:261 msgid "" "When a customer returns the product(s), navigate to the appropriate rental " "order, click the :guilabel:`Return` button, and validate the return by " "clicking :guilabel:`Validate` in the :guilabel:`Validate a return` pop-up " "form that appears." msgstr "" #: ../../content/applications/sales/rental.rst:265 msgid "" "Doing so places a :guilabel:`Returned` status banner on the rental order." msgstr "" #: ../../content/applications/sales/rental.rst:268 msgid "Print pickup and return receipts" msgstr "" #: ../../content/applications/sales/rental.rst:270 msgid "" "Pickup and return receipts can be printed for customers when they pick up " "and/or return rental products." msgstr "" #: ../../content/applications/sales/rental.rst:273 msgid "" "To print pickup and/or return receipts, navigate to the appropriate rental " "order, click the :guilabel:`⚙️ (gear)` icon to reveal a drop-down menu." msgstr "" #: ../../content/applications/sales/rental.rst-1 msgid "" "The pickup and return receipt print option in the Odoo Rental application." msgstr "" #: ../../content/applications/sales/rental.rst:280 msgid "" "From this drop-down menu, hover over the :guilabel:`Print` option to reveal " "a sub-menu. Then select :guilabel:`Pickup and Return Receipt`." msgstr "" #: ../../content/applications/sales/rental.rst:283 msgid "" "Odoo generates and downloads a PDF, detailing all information about the " "current status of the rented item(s)." msgstr "" #: ../../content/applications/sales/sales.rst:10 msgid "" "**Odoo Sales** is the application to run your sales process (from quotation " "to sales order) and deliver and invoice what has been sold." msgstr "" "**Odoo Verkauf** ist die App, mit der Sie Ihren Verkaufsprozess (vom Angebot" " bis zum Verkaufsauftrag) abwickeln und die verkauften Waren liefern und " "abrechnen können." #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "" "`Odoo-Tutorials: Verkaufstutorials `_" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "Amazon-Konnektor" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" "The *Amazon Connector* synchronizes orders between Amazon and Odoo, which " "considerably reduces the amount of time spent manually entering Amazon " "orders (from the Amazon Seller account) into Odoo. It also allows users to " "accurately keep track of Amazon sales in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 msgid "Supported features" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The Amazon Connector is able to:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:14 msgid "" "Synchronize (Amazon to Odoo) all confirmed orders (both FBA and FBM), and " "their order items, which include:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "product name, description, and quantity" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "shipping costs for the product" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "gift wrapping charges" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" "Create any missing partner related to an order in Odoo (contact types " "supported: contact and delivery address)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:24 msgid "Notify Amazon of confirmed shipment in Odoo (FBM) to get paid." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:26 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple seller accounts." msgstr "mehrere Verkäuferkonten unterstützen." #: ../../content/applications/sales/sales/amazon_connector/features.rst:30 msgid "Support multiple marketplaces per seller account." msgstr "mehrere Marketplaces pro Verkäuferkonto unterstützen." #: ../../content/applications/sales/sales/amazon_connector/features.rst:32 msgid "" "The following table lists capabilities provided by Odoo when using the " "Amazon Connector:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Amazon (FBA)" msgstr "Versand durch Amazon (FBA)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:35 msgid "Fulfilled By Merchant (FBM)" msgstr "Versand durch Händler (FBM)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "**Orders**" msgstr "**Aufträge**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Synchronize shipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Synchronize unshipped and canceled orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "**Shipping**" msgstr "**Versand**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon, and included in the synchronized order." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "" "Shipping cost is computed by Amazon and included in the synchronized orders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "Shipping done by Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:44 msgid "" "A delivery order is automatically created in Odoo for each new order. Once " "it has been processed in Odoo, the status is then synchronized in Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "**Gift Wrapping**" msgstr "**Geschenkverpackung**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Handled by Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:50 msgid "" "Cost is computed by Amazon, and included in the synchronized order. Gift " "message is added on a line of the order and on the delivery order. Then it " "is up to the user." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "**Stock Management**" msgstr "**Bestandsverwaltung**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "" "Managed by Amazon, and synchronized with a virtual location to follow it in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:56 msgid "Managed in Odoo Inventory app, and synchronized with Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "**Delivery Notifications**" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:61 msgid "Send by Amazon, based on delivery status synchronized from Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 msgid "" "The Amazon Connector is designed to synchronize the data of sales orders. " "Other actions, such as downloading monthly fees reports, handling disputes, " "or issuing refunds, **must** be managed from the *Amazon Seller Central*, as" " usual." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:73 msgid "Supported marketplaces" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:75 msgid "The Amazon Connector supports all the current marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:77 msgid "" "If a marketplace is not listed in your Amazon marketplaces, it's possible to" " :ref:`add a new marketplace `." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/features.rst:81 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:196 #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:16 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:30 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:8 msgid ":doc:`setup`" msgstr ":doc:`setup`" #: ../../content/applications/sales/sales/amazon_connector/features.rst:82 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:17 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:17 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:9 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Amazon order management" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 msgid "Order synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" "Orders are automatically fetched from Amazon, and synchronized in Odoo, at " "regular intervals." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:10 msgid "" "The synchronization is based on the Amazon status: only orders whose status " "has changed since the last synchronization are fetched from Amazon. This " "includes changes on either end (Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:13 msgid "" "For *FBA* (Fulfilled by Amazon), only *Shipped* and *Canceled* orders are " "fetched." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" "For *FBM* (Fulfilled by Merchant), the same is done for *Unshipped* and " "*Canceled* orders. For each synchronized order, a sales order and customer " "are created in Odoo (if the customer is not already registered in the " "database)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:20 msgid "" "When an order is canceled in Amazon, and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:24 msgid "Force synchronization" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:26 msgid "" "In order to force the synchronization of an order, whose status has **not** " "changed since the previous synchronization, start by activating the " ":ref:`developer mode `. This includes changes on either end " "(Amazon or Odoo)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 msgid "" "Then, navigate to the Amazon account in Odoo (:menuselection:`Sales app --> " "Configuration --> Settings --> Connectors --> Amazon Sync --> Amazon " "Accounts`), and modify the date under :menuselection:`Orders Follow-up --> " "Last Order Sync`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:34 msgid "" "Be sure to pick a date that occurs prior to the last status change of the " "desired order to synchronize and save. This will ensure synchronization " "occurs correctly." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:39 msgid "" "To immediately synchronize the orders of an Amazon account, switch to " ":ref:`developer mode `, head to the Amazon account in Odoo, " "and click :guilabel:`Sync Orders`. The same can be done with pickings by " "clicking :guilabel:`Sync Pickings`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:44 msgid "Manage deliveries in FBM" msgstr "Lieferungen in FBM verwalten" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:46 msgid "" "Whenever an FBM (Fulfilled by Merchant) order is synchronized in Odoo, a " "picking is instantly created in the *Inventory* app, along with a sales " "order and customer record. Then, decide to either ship all the ordered " "products to the customer at once, or ship products partially using " "backorders." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" "When a picking related to the order is confirmed, a notification is then " "sent to Amazon, who, in turn, notifies the customer that the order (or a " "part of it) is on its way." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" "Amazon requires users to provide a tracking reference with each delivery. " "This is needed to assign a carrier." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:57 msgid "" "If the carrier doesn't automatically provide a tracking reference, one must " "be set manually. This rule applies to all Amazon marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 msgid "" "If the chosen carrier isn't supported by Odoo, a carrier with the same name " "can still be created (e.g. create a carrier named `easyship`). The name used" " is **not** case sensitive, but be mindful to avoid typos. If there are " "typos, Amazon will **not** recognize them. Next, create a delivery carrier " "named `Self Delivery` to inform Amazon that the user will make the " "deliveries. Even with this route, a tracking reference still **must** be " "entered. Remember, the customer is notified by email about the delivery, and" " the carrier, along with the tracking reference, are displayed in the email " "to the customer." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:70 msgid "" ":doc:`../../../inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:75 msgid "Manage errors when synchronizing deliveries" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:77 msgid "" "Sometimes, Amazon can fail to correctly process all the information sent by " "Odoo. In this case, Odoo sends an email listing all the shipments that " "failed and the errors Amazon sent with them. In addition, these shipments " "are flagged with a :guilabel:`Synchronization with Amazon failed` tag." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:81 msgid "" "Usually, the error can be corrected directly in the Amazon backend or in " "Odoo. If the problem is corrected in Odoo, synchronize the shipment again " "using the :guilabel:`Retry Amazon Sync` button." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:85 msgid "" "It might happen that Odoo receives a notification from Amazon saying that " "some delivery information was not processed, but without specifying which " "shipments were affected. In that case, all the shipments in an unknown state" " will be treated as if they failed to synchronize. Once Odoo receives a " "notification from Amazon saying that a shipment was processed, its tag will " "change to :guilabel:`Synchronized with Amazon`. To speed up this process, on" " your Amazon account, click on :guilabel:`Sync Orders` to manually " "synchronize these orders, or click on :guilabel:`Recover Order` and enter " "the relevant Amazon Order Reference." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:94 msgid "Follow deliveries in FBA" msgstr "Lieferungen in FBA verfolgen" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:96 msgid "" "When an FBA (Fulfilled by Amazon) order is synchronized in Odoo, a stock " "move is recorded in the *Inventory* app for each sales order item. That way," " it's saved in the system." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:99 msgid "" "Inventory managers can access these stock moves by navigating to " ":menuselection:`Inventory app --> Reporting --> Moves History`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:102 msgid "" "For FBA orders, the stock move is automatically created in Odoo by the " "Amazon connector, thanks to the shipping status of Amazon. When sending new " "products to Amazon, the user should manually create a picking (delivery " "order) to transfer these products from their warehouse to the Amazon " "location." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:107 msgid "" "To follow *Amazon (FBA)* stock in Odoo, make an inventory adjustment after " "replenishing stock. An automated replenishment from reordering rules can " "also be triggered on the Amazon location." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:110 msgid "" "The Amazon location is configurable by accessing the Amazon account managed " "in Odoo. To access Amazon accounts in Odoo navigate to :menuselection:`Sales" " app --> Configuration --> Settings --> Connectors --> Amazon Sync --> " "Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:114 msgid "" "All accounts of the same company use the same Amazon location, by default. " "However, it is possible to follow the stock filtered by marketplace." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:117 msgid "" "To do that, first remove the marketplace, where the desired stock to follow " "separately can be found, from the list of synchronized marketplaces, which " "can be found by navigating to :menuselection:`Sales app --> Configuration " "--> Settings --> Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:122 msgid "" "Next, create another registration for this account, and remove all " "marketplaces--- **except** the marketplace this is desired to be isolated " "from the others." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" "Lastly, assign another stock location to the second registration of the " "account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:128 msgid "Invoice and register payments" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:131 msgid "Issue invoices" msgstr "Rechnungen ausstellen" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:133 msgid "" "Due to Amazon's policy of not sharing customer email addresses, it is " "**not** possible to send invoices directly to Amazon customers from Odoo. " "However, it **is** possible to manually upload the generated invoices from " "Odoo to the Amazon back-end." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:137 msgid "" "Additionally, for B2B clients, it is currently required to manually retrieve" " VAT numbers from the Amazon back-end **before** creating an invoice in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:141 msgid "" "For :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>` users: " "invoices created from Amazon sales orders are **not** synchronized with " "TaxCloud, since Amazon already includes them in its own tax report to " "TaxCloud." msgstr "" "Für :doc:`TaxCloud <../../../finance/accounting/taxes/taxcloud>`-Benutzer: " "Rechnungen, die aus Amazon-Bestellungen erstellt wurden, werden **nicht** " "mit TaxCloud synchronisiert, da Amazon sie bereits in seinen eigenen " "Steuerbericht an TaxCloud einbezieht." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:146 msgid "TaxCloud integration will be decommissioned in Odoo 17+." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:149 msgid "Register payments" msgstr "Zahlungen registrieren" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:151 msgid "" "Since customers pay Amazon as an intermediary, creating a dedicated *Bank* " "journal (e.g. named `Amazon Payments`), with a dedicated *Bank and Cash* " "intermediary account is recommended." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:154 msgid "" "Additionally, as Amazon makes a single monthly payment, selecting all the " "invoices linked to a single payment is necessary when registering payments." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:157 msgid "" "To do that, use the appropriate :guilabel:`Journal` dedicated to Amazon " "payments, and select :guilabel:`Batch Deposit` as the :guilabel:`Payment " "Method`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:160 msgid "" "Then, select all the generated payments, and click :menuselection:`Actions " "--> Create batch payment --> Validate`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:164 msgid "" "This same action can be performed with vendor bills from Amazon dedicated to" " commissions." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:166 msgid "" "When the balance is received in the bank account at the end of the month, " "and the bank statements are recorded, credit the Amazon intermediary account" " by the amount received." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:170 msgid "Follow Amazon sales in sales reporting" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:172 msgid "" "On the Amazon account profile in Odoo, a sales team is set under the " ":guilabel:`Order Follow-up` tab." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:175 msgid "" "This gives quick access to important metrics related to sales reporting. By " "default, the Amazon account's sales team is shared between all of the " "company's accounts." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:178 msgid "" "If desired, the sales team on the account can be changed for another, in " "order to perform a separate reporting for the sales of this account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:182 msgid "It is also possible to perform reporting on a per-marketplace basis." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:184 msgid "" "First, remove the desired marketplace from the list of synchronized " "marketplaces." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:186 msgid "" "To access the list of synchronized marketplaces in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors --> " "Amazon Sync --> Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:189 msgid "" "Then, create another registration for this account, and remove all other " "marketplaces **except** the one to isolate." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:192 msgid "" "Lastly, assign another sales team to one of the two registrations of the " "account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:195 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:154 msgid ":doc:`features`" msgstr ":doc:`features`" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:3 msgid "Amazon Connector configuration" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:5 msgid "" "Odoo allows users to register an Amazon seller account in the database, but " "the user **must** have a paid Amazon Seller account prior to completing the " "configuration." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:8 msgid "" "Set up a paid Seller account on Amazon by first logging into the Amazon " "platform, and navigating to :menuselection:`Account \\& Lists --> Start a " "Selling Account` from the drop-down menu located in the header section." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:12 msgid "" "Then on the :guilabel:`Sell with Amazon` page, follow the sign-up process " "and finally proceed to follow the instructions below to register and link " "that Amazon Seller account in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:16 msgid "`Sell with Amazon `_" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:19 msgid "Connect Amazon Seller account to Odoo" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:23 msgid "" "To connect an Amazon Seller account in Odoo, navigate to " ":menuselection:`Sales app --> Configuration --> Settings --> Connectors " "section`, activate the :guilabel:`Amazon Sync` feature, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:27 msgid "" "Then, return to :menuselection:`Sales app --> Configuration --> Settings -->" " Connectors section`, and click on the :guilabel:`Amazon Accounts` link " "under the :guilabel:`Amazon Sync` setting." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:34 msgid "" "Doing so reveals a separate :guilabel:`Amazon Accounts` page. From here, " "click :guilabel:`New` to create and link a new Amazon account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:37 msgid "" "On the blank :guilabel:`Amazon Account` form page, start by choosing a name " "for the account (e.g. `American Marketplace`). Then, in the " ":guilabel:`Credentials` tab, select the marketplace on which the seller " "account was initially created from the :guilabel:`Home Marketplace` drop-" "down menu." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "A typical Amazon Account form page in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:45 msgid "" "After saving, the field in the :guilabel:`Credentials` tab is replaced by a " ":guilabel:`Link with Amazon` button." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "A typical Amazon Account form page and Link with Amazon button in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:52 msgid "" "Clicking that button redirects to either the Amazon login page, or directly " "to the required consent page, if the user is already logged in to Amazon." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:55 msgid "On the login page, log in to the desired Amazon seller account." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:57 msgid "" "On the consent page, confirm that Amazon is allowed to give Odoo access to " "the account and related data." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:60 msgid "" "Upon confirmation, Amazon returns the user to Odoo, and the account has been" " registered." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:62 msgid "" "With the Amazon account successfully registered, the marketplaces available " "to this specific account are synchronized with Odoo and listed under the " ":guilabel:`Marketplaces` tab." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:65 msgid "" "If desired, remove items from the list of synchronized marketplaces to " "disable synchronization." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:68 msgid "Amazon orders in Odoo" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:70 msgid "" "When an Amazon order is synchronized, up to three line items are created on " "the sales order in Odoo. Each one represents a product sold on Amazon: one " "for the product that was sold on Amazon Marketplace, one for the shipping " "charges (if any), and one for the gift wrapping charges (if any)." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:76 msgid "" "The selection of a database product for a sales order item is done by " "matching its :guilabel:`Internal Reference` (a customizable product " "reference idenifier in Odoo, like `FURN001`) with the Amazon *SKU* for " "marketplace items, the Amazon *Shipping Code* for delivery charges, and the " "Amazon *Gift Wrapping* code for gift wrapping charges." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:81 msgid "" "For marketplace products, pairings are saved as *Amazon Offers*, which are " "listed under the :guilabel:`Offers` smart button on the account form." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "The Amazon Offers smart button on the account form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:88 msgid "" "Offers are automatically created when the pairing is established, and " "they're used for subsequent orders to lookup SKUs. If no offer with a " "matching SKU is found, :ref:`the internal reference is used instead " "`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:93 msgid "" "It's possible to force the pairing of a marketplace item with a specific " "product, by changing either the product or the SKU of an offer to ensure " "they match. The offer can be manually created if it was not automatically " "done yet." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:97 msgid "" "This is useful if the internal reference is not used as the SKU, or if the " "product sells under different conditions." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:100 msgid "" "If no database product with a matching internal reference is found for a " "given Amazon SKU or gift wrapping code, then a default database product, " "*Amazon Sale*, is used. The same is done with the default product *Amazon " "Shipping* if no database product is found for a given Amazon shipping code." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:105 msgid "" "To modify default products, activate the :ref:`developer mode `, and navigate to :menuselection:`Sales app --> Configuration --> " "Settings --> Connectors --> Amazon Sync --> Default Products`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:110 msgid "Product tax configuration" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:112 msgid "" "To allow for tax reporting of Amazon sales with Odoo, the taxes applied to " "the sales order items are those set on the product, or determined by the " "fiscal position." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:115 msgid "" "Make sure to have the correct taxes set on your products in Odoo, or have it" " done by a fiscal position, to avoid discrepancies in the subtotals between " "*Amazon Seller Central* and Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:119 msgid "" "As Amazon does not necessarily apply the same taxes as those configured in " "Odoo, it may happen that order totals differ by a few cents between Odoo and" " *Amazon Seller Central*. Those differences can be resolved with a write-off" " when reconciling the payments in Odoo." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:126 msgid "Add a new marketplace" msgstr "Einen neuen Marketplace hinzufügen" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:128 msgid "" "All marketplaces are supported by the Amazon Connector. To add a new " "marketplace, proceed as follows:" msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 msgid "Activate the :ref:`developer mode `." msgstr "Aktivieren Sie den :ref:`Entwicklermodus `." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:132 msgid "" "Go to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Marketplaces`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:134 msgid "Click :guilabel:`New` to create a new marketplace record." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:135 msgid "" "Enter the Marketplace ID in the :guilabel:`API Idenifier` field, and select " "the :guilabel:`Amazon Region` for your marketplace as described in the " "`Amazon Documentation for marketplace IDs and regions `_, and the :guilabel:`Seller " "Central URL` as described in the `Amazon Documentation for seller central " "URLs `_." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:140 msgid "" "Set the :guilabel:`Name` of the record to `Amazon.` to easily " "retrieve it (e.g. `Amazon.se`). The :guilabel:`API Identifier`, the " ":guilabel:`Region` and the :guilabel:`Seller Central URL` fields should " "respectively hold the *Marketplace ID*, the selected Amazon region, and the " "*Seller Central URL* values from the Amazon Documentation." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:144 msgid "" "Once the marketplace is saved, update the Amazon Account configuration by " "going to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Accounts`." msgstr "" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:147 msgid "" "Select the account on which to use the new marketplace, go to the " ":guilabel:`Marketplaces` tab, and click on :guilabel:`Update available " "marketplaces`. An animation should confirm the success of the operation. " "Newly added marketplaces are automatically added to the list of synchronized" " marketplaces. If the new marketplace is not added to the list, it means " "that it is either incompatible or unavailable for the seller account." msgstr "" #: ../../content/applications/sales/sales/ebay_connector.rst:5 msgid "eBay Connector" msgstr "eBay-Konnektor" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:3 msgid "Linking existing listings" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:5 msgid "" "Once the eBay account is linked existing listings from within the eBay " "seller account need to be added manually to the Odoo product listings." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:8 msgid "" "The process will be as follows: - Turn off eBay scheduled actions - Add " "products and link listings - Turn on eBay scheduled actions" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:14 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:28 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:15 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:6 msgid "To learn more about the eBay connector visit these pages as well:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:18 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:32 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:19 msgid ":doc:`troubleshooting`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:21 msgid "Turn off eBay scheduled actions" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:23 msgid "" "To start linking existing listings in eBay, first turn off the eBay " "notifications in the scheduled actions in Odoo. The reason for this is so " "that no orders or eBay data syncs during this process. The " ":guilabel:`Scheduled Actions` can be accessed by first activating " ":ref:`developer mode `. After doing so, go to " ":menuselection:`Settings --> Technical --> Automation --> Scheduled " "Actions`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:30 msgid "" ":doc:`../../../general/developer_mode` must be activated to ensure the " "technical menu appears for the user." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:33 msgid "" "Disabling scheduled actions enables users to sync and validate eBay data " "before receiving orders. The following are descriptions of scheduled actions" " that need to be temporarily deactivated:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:36 msgid "" ":guilabel:`eBay: get new orders`: eBay pushes new orders not already in Odoo" " (based on :guilabel:`client_order_reference`, or :guilabel:`sales order " "reference` field). This command also updates existing orders, where changes " "we made in eBay. New and updated orders are then placed in draft mode. " "Customers will be created if they are not already in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:40 msgid "" ":guilabel:`eBay: synchronize stock`: eBay displays Odoo's stock on hand." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:41 msgid "" ":guilabel:`eBay: update categories`: eBay will push updated monthly " "categories (only up to fourth layer; a manual update required for the rest)." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:44 msgid "" "To toggle off the eBay notification, select the entry from the " ":guilabel:`Scheduled Actions` list. Then, on the page, click the " ":guilabel:`Active` toggle button to turn it off." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:48 msgid "Sync eBay categories" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:50 msgid "" "To ensure that Odoo's eBay products have all the categories available on " "eBay, the eBay categories should be synced to Odoo next." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:53 msgid "" "Navigate to :menuselection:`Settings --> Technical --> Automation --> " "Scheduled Actions`. Click into the scheduled action labeled: " ":guilabel:`Ebay: update categories` and then click :guilabel:`Run Manually`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:58 msgid "" "Odoo only recognizes eBay category paths up to four layers deep. If a " "product has a listing of more than four, the category field will only " "populate up to the fourth layer." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:61 msgid "" "If product categories beyond four paths are required, users need to manually" " add those paths. This has historically been done by getting a list of all " "product categories beyond 4 paths, manually importing them into the Product " "Category model in Odoo, then linking them individually to the product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:66 msgid "" "Users can import the remaining product categories into the eBay product " "categories manually using using the :guilabel:`Action` menu and " ":guilabel:`Import` feature." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:70 msgid "Link eBay listings" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:72 msgid "" "To add eBay listings in Odoo, either manually add products, using a listing " "ID, or establish an automatic listing link between Odoo and eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:76 msgid "" "For more information on listing a product from scratch visit: :ref:`How to " "list a product? `" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:80 msgid "Manual listing link" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:82 msgid "" "To add an eBay listing to products in Odoo, begin by going to " ":menuselection:`Sales app --> Products --> Products` and selecting the " "desired product. Click on :guilabel:`Sell on eBay` (either in the " ":guilabel:`eBay` tab or under the :guilabel:`Product name`). Select " ":guilabel:`Save` if necessary." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:86 msgid "" "Still the product form, click :guilabel:`link to listing` in the top menu " "and enter in listing ID from eBay in the pop up (the listing ID is in the " "eBay product URL)." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:90 msgid "" "An example URL would be as such: " "`www.ebay.com/itm/272222656444?hash=item3f61bc17bb:g:vJ0AAOSwslJizv8u`. The " "listing ID is `272222656444` in this case. Once the listing ID has been " "entered the eBay listing information will sync into Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:96 msgid "Turn on eBay scheduled Actions" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:98 msgid "" "The next step is to turn on the eBay notifications in the scheduled actions " "in Odoo so that orders and data are exchanged. The :guilabel:`Scheduled " "Actions` can be accessed by first activating :ref:`developer mode " "` and go to :menuselection:`Settings --> Technical --> " "Automation --> Scheduled Actions`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:103 msgid "" "Turning on the following scheduled actions allows users to sync and validate" " eBay data automatically." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:106 msgid "" ":guilabel:`eBay: get new orders`: eBay will push all new orders not already " "in Odoo (based on client_order_reference, or sales order reference field), " "and will update orders if there has been a change from eBay. Orders will be " "put in draft mode. Customers will be created if they are not already in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:110 msgid "" ":guilabel:`eBay: synchronize stock`: eBay will display the stock on hand in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:111 msgid "" ":guilabel:`eBay: update categories`: eBay will push updated monthly " "categories (only up to fourth layer, will need to manually update the rest)." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:115 msgid "" "If an order comes in and the listing from the order is not linked to a " "product, eBay will create a consumable product.product in its place. These " "consumables should be altered on the *Sales Order* while in draft state to " "represent a storable product, and then the user can link to the listing as " "they come in." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:121 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:127 msgid ":doc:`/applications/sales/sales/ebay_connector/manage`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:122 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:153 msgid ":doc:`/applications/sales/sales/ebay_connector/troubleshooting`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/linking_listings.rst:123 #: ../../content/applications/sales/sales/ebay_connector/manage.rst:155 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:129 msgid ":doc:`/applications/sales/sales/ebay_connector/setup`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "Wie wird ein Produkt gelistet?" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:7 msgid "" "In order to list a product on eBay and Odoo there are two methods in Odoo to" " do so:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:9 msgid "(*Preferred method*) Make a product in Odoo and list the item eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:11 msgid "" "Click :guilabel:`List Item on eBay` in the top menu of the product template." " The product template can be accessed by navigating to :menuselection:`Sales" " app --> Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" "(*Less preferred method*) List the item on eBay, then create the product in " "Odoo, and finally link product to the item on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" "Click :guilabel:`Link With Existing eBay Listing` in the top menu on the " "product template.The product template can be accessed by navigating to " ":menuselection:`Sales app --> Product --> Product` and selecting the " "individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:22 msgid "" "If an order comes in and the listing from the order is not linked to a " "product, eBay will create a consumable product.product in its place. These " "consumables should be altered on the *sales order* while in draft state to " "represent a storable product, and then the user can link to the listing as " "they come in." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:31 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:18 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:10 msgid ":doc:`linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 msgid "Listing without variation" msgstr "Auflistung ohne Variation" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" "Access the product template by navigating to :menuselection:`Sales app --> " "Products --> Product` and selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:40 msgid "" "In order to list a product, select the :guilabel:`Sell on eBay` field on a " "product template. :guilabel:`Sell on eBay` is either in an :guilabel:`eBay` " "tab or under the :guilabel:`Product name`. Click :guilabel:`Save` if " "necessary." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 msgid "The eBay template form listed in the product template in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:48 msgid "" "When the :guilabel:`Use Stock Quantity` field is checked, the quantity set " "on eBay will be the Odoo *Forecast Quantity* (Odoo *Inventory* app)." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:51 msgid "" "The :guilabel:`Description Template` allows the administrator to use " "templates in listings. The default template only use the :guilabel:`eBay " "Description` field of the product. HTML can be used inside the " ":guilabel:`Description Template` and in the :guilabel:`eBay Description` in " "Odoo 14. Starting in Odoo 15, the powerbox feature is available to use in " "the template and description. Simply type a forward slash `/` to reveal a " "menu with formatting, layout, and text options. To add an image, type " "`/image`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:58 msgid "" "To use images in the listing, another option is to add them as *Attachments*" " on the product template." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:62 msgid "" "For more information on template configuration in Odoo visit: " ":doc:`../../../general/email_communication/email_template`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:66 msgid "Listing with variations" msgstr "Auflistung mit Variation" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:68 msgid "" "When the :guilabel:`Sell on eBay` is checked on a product containing " "variations with :guilabel:`Fixed Price` as :guilabel:`Listing Type`, the " "eBay form is slightly different. Go to the :guilabel:`Variants` tab to or " "click :guilabel:`Configure Variants` in the top menu to configure the " "variant settings. Pricing can be configured for each variation." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:73 msgid "" "When the :guilabel:`Listing Type` is changed to :guilabel:`Fixed Price`, " "Odoo presents a variant table at the bottom of the :guilabel:`eBay` tab, in " "which the :guilabel:`Fixed Price` can be entered, and the decision to " ":guilabel:`Publish on eBay` can be made for specific variants, along with " "other options." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst-1 msgid "" "The fixed price listing type in the eBay tab on a product form in Odoo " "sales." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:83 msgid "Product identifiers" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:85 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " "the eBay categories." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:88 msgid "EAN and UPC identifiers" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:90 msgid "" "The module manages the EAN and UPC identifiers with the :guilabel:`Barcode` " "field of the product variant. If the :guilabel:`Barcode` field is empty or " "is value is not valid, the EAN and UPC values will be set as 'Does not " "apply' as recommended by eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:94 msgid "" "Barcodes can be found on the product template, under the the " ":guilabel:`General Information` tab. Access the product template, first, by " "navigating to :menuselection:`Sales app --> Products --> Product` and " "selecting the individual product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:99 msgid "Listing with item specifics" msgstr "Auflistung mit Artikeldetails" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:101 msgid "" "In order to add item specifics, one should create a product attribute with a" " single value in the :guilabel:`Attributes & Variants` tab on the product " "form. Examples of item specifics include: `MPN` or `Brand`. The Brand and " "MPN values are working as item specifics and should be defined in the " ":guilabel:`Attributes & Variants` tab on the product form. If these values " "are not set, 'Does not apply' will be used for the eBay listing." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:108 msgid "Process invoices and payments" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:111 msgid "Posting payment" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:113 msgid "" "When eBay orders are placed they are always paid for up front, via the eBay " "site. At no point will users pay for items on eBay through Odoo. Therefore, " "once orders are synced into Odoo from eBay they are already paid for. Odoo's" " invoicing and payment functionalities are not utilized. However, invoices " "need to be created and marked as Paid to “close” the *Sales Order*." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:118 msgid "" "Users can opt to mass create and post invoices in batches. To do so, " "navigate to Quotations in the list view by going to :menuselection:`Sales " "app --> Orders --> Quotations`. In the upper right corner, select the list " "view icon. Hover over the icons to reveal the name of each. Then check the " "boxes on the left that invoices should be made for and go to the " ":guilabel:`Action` menu or ⚙️ [Gear icon] . Click on :guilabel:`Create " "Invoices`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:124 msgid "" "A pop-up will appear and click on the :guilabel:`Create and view invoice` " "button. A new screen will populate with the newly created invoices. Next, " "select all of them by clicking on the box icon next to :guilabel:`Number` in" " the header row of the list, this will select all the records. Then navigate" " to the :guilabel:`Action` menu and click :guilabel:`Post entries`. " "Following this step, a pop-up will appear and click on :guilabel:`Post " "journal entries`. This will take the invoices out of *draft* and set them to" " *posted*." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:132 msgid "Reconciling payments" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:134 msgid "" "Users typically utilize PayPal to receive payment from eBay, and then send " "lump sums from PayPal into their bank account. To reconcile this income, " "users can reconcile the one PayPal transfer with all related invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:138 msgid "" "First navigate to the :guilabel:`Accounting Dashboard` by going to the " ":menuselection:`Accounting app --> Dashboard --> Bank`. :guilabel:`Create` a" " new transaction and enter the :guilabel:`Label` as `eBay Sales`. Fill out " "the :guilabel:`Amount` and enter a :guilabel:`Statement` date in. Click on " ":guilabel:`Create and edit`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:143 msgid "" "For the :guilabel:`Ending Balance` field, enter the same account that was " "entered for the :guilabel:`Amount` above. Click on :guilabel:`Save`. Next, " "open the new balance that needs to be reconciled. Under the tab marked: " ":guilabel:`Match Existing Entries` select the entries that are included in " "this balance." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:148 msgid "" "After adding all the necessary entries, click :guilabel:`Validate` to " "complete the reconciliation. To verify the payment, navigate to " ":menuselection:`Customers --> Invoices` and select the desired customer " "invoice. The *Paid* label should appear under the :guilabel:`Payment Status`" " column." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:154 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:128 msgid ":doc:`/applications/sales/sales/ebay_connector/linking_listings`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 msgid "eBay connector setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 msgid "Overview" msgstr "Übersicht" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" "Odoo's eBay connector allows eBay listings to connect with Odoo products. " "Once connected, :doc:`updates to the listings ` can be " "made in Odoo or in eBay. When an item sells on eBay, draft *sales orders* " "are created in Odoo for the user to review and confirm. Once the sales order" " is confirmed, Odoo *Inventory* and *Sales* apps function standard to pull " "products out of inventory, and allow the user to create invoices." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 msgid "eBay - Odoo linked fields" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" "The following are eBay product details. Each of these eBay fields update " "corresponding fields in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:27 msgid "eBay URL" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:28 msgid "eBay status" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 msgid "Quantity sold" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:30 msgid "Start date" msgstr "Startdatum" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:31 msgid "Title" msgstr "Titel" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:32 msgid "Subtitle" msgstr "Unterbezeichnung" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 msgid "Item condition" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:34 msgid "Category" msgstr "Kategorie" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:35 msgid "Category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 msgid "Store category" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:37 msgid "Store category 2" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:38 msgid "Payment policy" msgstr "Zahlungsrichtlinie" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:39 msgid "Seller profiles" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 msgid "Postal code" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:41 msgid "Shipping policy" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 msgid "Listing type (fixed price or auction)" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:44 msgid "Starting price for Auction" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:45 msgid "Buy it now price" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 msgid "Fixed Price amount" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:48 msgid "Use stock quantity" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:49 msgid "Quantity on eBay" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:50 msgid "Duration" msgstr "Dauer" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 msgid "Allow best offer" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:52 msgid "Private listing" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:53 msgid "eBay description" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:54 msgid "eBay product image" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:55 msgid "Country" msgstr "Land" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 msgid "eBay terms" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 msgid "" "*Variations* group multiple products into one, with variation (or variant) " "options. Variations can sync to Odoo's attributes and values. Variations " "will appear in drop down menus near the top of the page when viewing an eBay" " listing. These are comparable to product variants in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "An example on eBay of the variations that can be added to a product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:68 msgid "" "*Item specifics*, located at the bottom of the listing, detail product-" "specific information. These specifics don't sync with Odoo fields by " "default; a development is required to link these fields." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Item specifics listed on an eBay product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:75 msgid "" "*Sandbox* and *Production* are terms that are used to categorize the eBay " "environments as either still in development/testing (*Sandbox*) or for use " "in the real instance of the database with real customer information/dataset " "(*Production*). It is recommended to start first in the *Sandbox* to test, " "and then following the processes below, create a *Production* instance." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 msgid "" "eBay's sandbox environment can be accessed by navigating to `eBay's sandbox " "portal `_ at `https://sandbox.ebay.com/`. eBay's " "production environment can be accessed by navigating to `eBay.com portal " "`_ or `https://www.ebay.com/`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:87 msgid "" "The environment selection **must** remain the same for all environment " "settings on eBay and on Odoo throughout this setup." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:91 msgid "eBay actions available on Odoo" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:93 msgid "" "The following are built-in actions in Odoo that add or update eBay listings:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 msgid "" "**List**/ **Link**: generate a new eBay listing with an Odoo product by " "clicking :guilabel:`List Item on eBay` or :guilabel:`Link With Existing eBay" " Listing`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 msgid "" ":guilabel:`Revise item` button: after making changes to an eBay listing in " "Odoo, save the record, and then click the :guilabel:`Revise Item` in Odoo to" " update the eBay listing." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:99 msgid "" "**Relist**: if an item's listing was ended early or :guilabel:`auto-relist` " "was not selected, a user can relist the item from Odoo. The start date will " "reset." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:101 msgid "" ":guilabel:`End item's listing` button: end a listing on eBay directly from " "Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:102 msgid "" "**Unlink product listings**: users can unlink a product from the eBay " "listing; the listing will stay intact on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:106 msgid "Setup required on Odoo prior to eBay setup" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:108 msgid "" "To link eBay with Odoo, install the eBay module by navigating to the Odoo " "dashboard and clicking into the :guilabel:`Apps` application. Search the " "term `eBay` and install the `eBay Connector` module." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 msgid "The following items must be configured before eBay is set up:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:114 msgid "" "In Odoo, create and configure products that are intended to be listed in " "eBay. eBay does not import new products into Odoo. All products must first " "be created in Odoo, and then linked to listings." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "" "Odoo does not allow multiple eBay listings to be linked per product in Odoo." " If the company sells the same product for multiple listings, follow these " "instructions:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 msgid "" "Set up one *base* product (noted in the :guilabel:`Component` field of the " ":abbr:`BoM (Bill of Materials)`) from which all eBay listings will pull " "from. This will be a storable product so stock can be kept. Highlighted in " "green below, this product will be included in the kit on each subsequent " "“linked” product below." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 msgid "" "Set up 2+ *linked* products (noted in the :guilabel:`Product` field of the " ":abbr:`BoM (Bill of Materials)`, one for each eBay listing. The product type" " will be determined by the company's accounting settings, as explained in " "the Odoo documentation. Highlighted in yellow below, each product should " "have a :guilabel:`BoM type` equal to :guilabel:`Kit` and have the base " "product as a :guilabel:`Component` of the kit. When this linked eBay product" " is sold, the delivery order created will have the base product listed in " "lieu of the linked product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:0 msgid "Setting up bill of materials with base product and linked products." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:138 msgid "" ":doc:`../../../inventory_and_mrp/manufacturing/management/bill_configuration/`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:140 msgid "" "eBay does not automatically create invoices for eBay orders that get pushed " "into Odoo. Set invoicing policy on eBay products: invoicing policy will " "dictate when the product can be invoiced. Since most eBay users collect " "payment before the product is shipped, “invoice on ordered” will allow users" " to mass create invoices for eBay orders every day." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:144 msgid "" "Set the :guilabel:`Outgoing Shipments` route for the warehouse to " ":guilabel:`Deliver goods directly (1 step)`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:148 msgid "" "When the :guilabel:`Outgoing Shipments` route is set to two or three steps, " "a known bug occurs: eBay wrongly marks orders as delivered when the pick " "operation in Odoo is confirmed. The expected behavior is to mark orders as " "delivered **after** the *delivery order* is confirmed. This mislabeling " "prevents tracking numbers in eBay from being imported onto the delivery " "order." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:152 msgid "" "If the Accounting/Invoicing apps are installed, practice registering payment" " and reconciling invoices created from eBay orders with incoming eBay money." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:156 msgid ":doc:`../../..//finance/accounting/bank/reconciliation`" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:158 msgid "" "Generate a marketplace account deletion/closure notification token. To " "begin, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. Under the :guilabel:`eBay` heading, change the mode to " ":guilabel:`Production`, and input random text values for the " ":guilabel:`Production Cert Key`. Then click the :guilabel:`Generate Token` " "button under the :guilabel:`eBay Marketplace Account Deletion/Closure " "Notifications` section. This token will be used during the setup on eBay for" " the deletion/closure notifications configuration." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Generate a verification token in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:170 msgid "Set up on eBay" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:173 msgid "Set up eBay developer account" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:175 msgid "" "To start, create an eBay developer account via `eBay's developer portal " "`_. This site requires a different login and" " password than the eBay account, though the same email address can be used " "to register. The verification to create a developer account is around 24 " "hours." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:181 msgid "Set up eBay keyset" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:183 msgid "" "Once the eBay developer account is created, set up an application on `eBay's" " developer portal `_. Next, navigate to the " ":guilabel:`Hi [username]` heading at top right of screen, then from the " "drop-down menu options, click :guilabel:`Application Keysets`. Doing so " "opens a pop-up that prompts the user to :guilabel:`Enter Application Title` " "(up to fifty characters), and choose a development environment " "(:guilabel:`Sandbox` or :guilabel:`Production`). These two fields generate " "first keyset. This application title is not saved until the keyset is " "generated. Click on :guilabel:`Create a keyset` to generate the keyset." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:192 msgid "" "The newly created *production keyset* is disabled by default. Activate it by" " subscribing to the eBay Marketplace 'account deletion or closure " "notifications' or by applying to eBay for an exemption. Once enabled, the " "database can make 5000 calls per day using this keyset." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Disabled keyset present after creating a keyset." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:201 msgid "Configure account deletion / notification settings (Production)" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:203 msgid "" "To configure notifications or delete the database on a production " "environment, navigate to the `eBay developer portal " "`_. Configure the account " "deletion/notification settings in eBay by navigating to the `Hi [username]` " "at top right of screen, then :guilabel:`Application Keysets`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:208 msgid "" "Next, click the :guilabel:`marketplace deletion/account closure " "notification` option under the :guilabel:`Production` keyset column. Enter " "an email under :guilabel:`Email to notify if marketplace account deletion " "notification endpoint is down`. Click :guilabel:`Save` to enable the email." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:212 msgid "" "Following this action, enter the :guilabel:`Marketplace account deletion " "notification endpoint` URL provided by Odoo. This HTTPs endpoint is found in" " Odoo by navigating to :menuselection:`Sales app --> Configuration --> " "Settings`, in the :guilabel:`eBay Marketplace Account Deletion/Closure " "Notifications` field." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:217 msgid "" "Clicking the :guilabel:`Generate Token` button in Odoo below this field " "creates a verification token for the eBay production environment. In Odoo, " ":guilabel:`Copy` the newly created token and navigate to eBay to fill in the" " :guilabel:`Verification token` field. Click :guilabel:`Save` to enable the " ":guilabel:`Event Notification Delivery Method`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Configuring account deletion / notification settings in eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:226 msgid "" "After completing the above fields, click :guilabel:`Send Test Notification` " "to test the new notifications. Proceed to the next step when the green check" " mark appears. Revisit the above settings if the test post is not as " "expected." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:230 msgid "" "After configuring notification settings, go back to the " ":menuselection:`Application Keys` page to generate production keysets." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:234 msgid "Creating the keyset" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:236 msgid "" "A successful setup of the notifications enables the ability to create " "Production Keysets which are needed in the remainder of the Odoo " "configuration. Navigate back to the :menuselection:`Application Keys` page " "generate a production keyset." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:240 msgid "" "The administrator is prompted to :menuselection:`Confirm the Primary " "Contact`. Enter or confirm the account owner (the person legally responsible" " for the eBay API License Agreement). Fill out :guilabel:`First Name`, " ":guilabel:`Last Name`, :guilabel:`Email`, :guilabel:`Phone`. Then, select " "either the :guilabel:`Individual` or :guilabel:`Business` options." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:246 msgid "" "The provided email address or phone number does **not** have to match the " "account's. eBay uses this information to contacting the business or " "individual in case of issues with user tokens. Additional contacts can be " "added from the :guilabel:`Profile & Contacts` page on eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:250 msgid "" "Click on :guilabel:`Continue to Create Keys` to confirm the primary contact." " The :guilabel:`Application Keys` populates in a new screen and an email is " "also sent to the developer account. An :guilabel:`App ID (Client ID)`, " ":guilabel:`Dev ID`, and :guilabel:`Cert ID (Client Secret)` all populate." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Application keys are populated after creating the app in eBay." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:259 msgid "" "Copy these values down as they will be input into Odoo later in the process." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:262 msgid "Create eBay user token" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:264 msgid "" "Now, create a *user token* in eBay by navigating to the `Hi [username]` at " "top right of screen, then :guilabel:`User Access Tokens`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Generate user token s on the eBay developer console." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:271 msgid "" "Select the correct :guilabel:`Environment`: :guilabel:`Sandbox` for testing " "or :guilabel:`Production` for the live database. Maintain the same selection" " for all environment settings on both eBay and Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:275 msgid "Next, select the radio button labeled :guilabel:`Auth'n'Auth`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:277 msgid "" "Choose :guilabel:`Sign in to Production` or :guilabel:`Sign in to Sandbox` " "to get a user token in the chosen environment. This button varies based on " "the selection made above for either :guilabel:`Sandbox` or " ":guilabel:`Production`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:281 msgid "" "Doing so triggers a a pop-up window to :guilabel:`Confirm your Legal " "Address`. Complete the required fields, which are :guilabel:`First Name`, " ":guilabel:`Last Name`, :guilabel:`Primary Email`, :guilabel:`Legal Address`," " and :guilabel:`Account Type`. For :guilabel:`Account Type`, select either " ":guilabel:`Individual` or :guilabel:`Business`. To complete the " "confirmation, click :guilabel:`Sign into eBay to get a Token`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:288 msgid "" "eBay will contact this individual or business should there be any issues " "with the application keys. Other contacts can be added on the " ":menuselection:`Profile & Contacts` eBay page." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:291 msgid "" "The administrator will be redirected to either a sandbox or production sign-" "in page for eBay. This login is different than the eBay developer's console," " it is the eBay account where the items will be sold on. This email and/or " "login can differ from the eBay developer account." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:295 msgid "" "Enter the :guilabel:`Email` or :guilabel:`Username` for the eBay account and" " sign into the eBay account." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:299 msgid "" "Should an additional user be needed for the sandbox simulation, a test user " "needs to be created. Visit `eBay's Register for Sandbox form " "`_. Detailed instructions can " "be found on eBay's help pages: `Create a test Sandbox user " "`_." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:305 msgid "Grant application access" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:307 msgid "" "After signing into the production or sandbox environment, eBay presents the " "administrator with an *agreement* to grant access to the user's eBay data." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:310 msgid "" "Clicking :guilabel:`Agree` allows eBay to link the eBay account with the " "*application programming interface* (API). This agreement can be changed at " "any time by visiting eBay's account preferences." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:314 msgid "" "eBay has a timed sequence between signing in and agreeing to the terms for " "the :abbr:`API (Application Programming Interface)` linkage to the account. " "Once complete a :guilabel:`User Token` will populate on the " ":menuselection:`User Tokens` page." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:318 msgid "" "A :guilabel:`User Token` will populate on the screen. Make sure to copy this" " token down as it will be used in the next steps along with the " ":guilabel:`Application Keyset`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "" "Generated user token and API explorer link on the eBay developer console." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:326 msgid "" "Signing in to the eBay account is necessary to create to the token. The eBay" " developer can also revoke the token by clicking on the :guilabel:`Revoke a " "Token` link." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:330 msgid "API explorer" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:332 msgid "" "Now that the :guilabel:`Application Keyset` and :guilabel:`User Token` have " "been created, a test can be executed via the `API Explorer " "`_ to " "ensure that the :abbr:`API (Application Programming Interface)` is " "configured correctly. This test will execute a simple search using the " ":abbr:`API (Application Programming Interface)`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:338 msgid "" "To begin the :abbr:`API (Application Programming Interface)` test, click on " ":guilabel:`Get OAuth Application Token`. This will populate the key into the" " :guilabel:`Token` field." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:341 msgid "" "A basic search function is set to execute. Click on :guilabel:`Execute` to " "complete the test. A successful test will respond with a :guilabel:`Call " "Response` of `200 OK` with a corresponding :guilabel:`Time`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:346 msgid "Entering credentials into Odoo" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:348 msgid "" "The previously copied :guilabel:`User Token` and :guilabel:`Application " "Keyset` are now ready to be entered into the Odoo database." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:351 msgid "" "Navigate back the eBay settings in Odoo (:menuselection:`Sales app --> " "Configuration --> Settings --> eBay`) and paste the following credentials " "from eBay into the corresponding fields in Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:358 msgid "Platform" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:359 msgid "Dev Key/ID" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:360 msgid "Token" msgstr "Token" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:361 msgid "App Key/ID" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:362 msgid "Cert Key/ID" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:363 msgid "eBay" msgstr "eBay" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:364 msgid "Dev ID" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:365 msgid "User Token" msgstr "Benutzer-Token" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:366 msgid "App ID (Client ID)" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:367 msgid "Cert ID (Client Secret)" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:368 #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:102 msgid "Odoo" msgstr "Odoo" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:369 msgid "Developer Key" msgstr "Entwickler-Schlüssel" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:370 msgid "Production/Sandbox Token" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:371 msgid "Production/Sandbox App Key" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:372 msgid "Production/Sandbox Cert Key" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:375 msgid "" "The :guilabel:`Application Keyset` can be accessed by going to `eBay's " "developer portal `_ and navigate to the `Hi " "[username]` at top right of screen, then click on :guilabel:`Application " "Keysets`. Get to the *User Token* in eBay by navigating to the `Hi " "[username]` at top right of screen, then :guilabel:`User Access Tokens` and " "click on :guilabel:`Sign in to Sandbox`. The :guilabel:`User Token` can also" " be accessed by clicking on :guilabel:`User Tokens` from the " ":menuselection:`Application Keys` page." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:382 msgid "" "Confirm that the setup is correct by saving the credentials in Odoo. Once " "the initial setup is complete, a new menu tab in products will appear called" " `eBay` with the option to :guilabel:`Sell on eBay`. See the :doc:`manage` " "documentation on how to list products." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:387 msgid "" "Sync product categories by clicking :guilabel:`Product Categories`. After " "syncing, a new menu item, `eBay Category`, appears available for products to" " be configured with. These eBay categories are imported from the Odoo " "database and are available when listing an item on eBay through Odoo." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:393 msgid "" "If Product Categories beyond four paths are required, users will need to " "manually add those paths. This has historically been done by getting a list " "of all product categories beyond four paths, manually importing them into " "the Product Category model in Odoo, and then linking them individually to " "the product." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:399 msgid "Now that the setup is complete, proceed to either:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:401 msgid ":doc:`Create listings `" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:402 msgid ":doc:`Link existing listings `" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:3 msgid "Troubleshooting eBay connector" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:13 msgid "Accept account deletion notifications" msgstr "Benachrichtigung über die Kontolöschung akzeptieren" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:15 msgid "" "Since September 2021, **eBay requires supporting customer account " "deletion/closure notifications**. As such, when eBay receives an account " "request for deletion, all eBay partners must confirm the reception of the " "request and take further action if necessary." msgstr "" "Seit September 2021 **verlangt eBay die Unterstützung von Benachrichtigungen" " über die Löschung/Schließung von Kundenkonten**. Wenn eBay also einen " "Antrag auf Löschung eines Kontos erhält, müssen alle eBay-Partner den Erhalt" " des Antrags bestätigen und gegebenenfalls weitere Maßnahmen ergreifen." #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:19 msgid "" "Odoo has a notification endpoint to receive those notifications, confirm the" " reception of the request, and handle the first set of actions to anonymize " "the account details in *Contacts* and remove the customer's access to the " "portal." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:24 msgid "" "Make sure to correctly :ref:`set up the subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:29 msgid "Verify the installation of Odoo is up to date" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:31 msgid "" "In order to activate the endpoint, the module *eBay Connector - Account " "Deletion* must be installed. If the Odoo database was first created after " "September 2021, the module is installed automatically and the administrator " "can proceed to the :ref:`next step `." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:36 msgid "Update Odoo to the latest release" msgstr "Odoo auf die neueste Version aktualisieren" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:38 msgid "" "The notification endpoint is made available through a new Odoo module; to be" " able to install it, the administrator must make sure that the Odoo source " "code is up-to-date." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:41 msgid "" "If the company uses Odoo on Odoo.com or Odoo.sh platform, the code is " "already up-to-date, so proceed to the next step." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:43 msgid "" "If the company uses Odoo with an on-premise setup or through a partner, then" " the administrator must update the installation as detailed in :doc:`this " "documentation page ` or by contacting an " "integrating partner." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:48 msgid "Update the list of available modules" msgstr "Die Liste der verfügbaren Module aktualisieren" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:50 msgid "" "New modules must be *discovered* by the Odoo instance to be available in the" " :menuselection:`Apps` menu." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:53 msgid "" "To do so, activate the :ref:`developer mode `, and go to " ":menuselection:`Apps -> Update Apps List`. A wizard will ask for " "confirmation." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:57 msgid "Install the eBay Connector - Account Deletion update" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:60 msgid "" "**Never** install new modules in the production database without testing " "them in a duplicate or staging environment. For Odoo.com customers, a " "duplicate database can be created from the database management page. For " "Odoo.sh users, the administrator should use a staging or duplicate database." " For on-premise users, the administrator should use a staging environment - " "contact the integrating partner for more information regarding how to test a" " new module in a particular setup." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:67 msgid "" "To install the module, go to the :menuselection:`Apps` menu, remove the " "`Apps` search facet and search for `eBay`. If the module *eBay Connector - " "Account Deletion* is present and marked as installed, the Odoo database is " "already up-to-date and the administrator can proceed with the next step. If " "it is not yet installed, install it now." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:75 msgid "Retrieve endpoint details from Odoo" msgstr "Endpunktdetails aus Odoo entnehmen" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:77 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" " --> Settings --> eBay`. First, input random text values for the " ":guilabel:`Production App Key` and for the :guilabel:`Production Cert Key`. " "Click on :guilabel:`Generate Token` to retrieve the :guilabel:`Verification " "Token`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:89 msgid "Subscribe to account deletion notifications" msgstr "Benachrichtigung über die Kontolöschung abonnieren" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:91 msgid "" "Navigate to the `eBay developer portal `_. " "Configure the account deletion/notification settings in eBay by navigating " "to the `Hi [username]` at the top right of screen, then go to " ":guilabel:`Alerts & Notifications`." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "" "Übersicht über das Dashboard „Benachrichtigungen & Mitteilungen“ von eBay" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:99 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" "Um Benachrichtigungen über Löschungen/Schließungen zu abonnieren, benötigt " "eBay einige Angaben:" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:101 msgid "" "An *email address* to send notifications to if the endpoint is unreachable." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:102 msgid "The *endpoint details*:" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:104 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" "Die URL zum Endpunkt zur Benachrichtigung über die Löschung eines Kontos von" " Odoo" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:105 msgid "A verification token" msgstr "Ein Verifizierungstoken" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "Dedizierte Felder zur Eingabe der Endpunktdetails" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:112 msgid "" "The administrator can edit the last two fields once the email address field " "is filled out." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:115 msgid "Verify the connectivity with the endpoint" msgstr "Die Konnektivität mit dem Endpunkt überprüfen" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:117 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " "testing the connectivity with the :guilabel:`Send Test Notification` button." msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst:120 msgid "" "The following confirmation message should be received: \"A test notification" " was sent successfully!\"" msgstr "" #: ../../content/applications/sales/sales/ebay_connector/troubleshooting.rst-1 msgid "Button to send test notification" msgstr "Schaltfläche zum Senden einer Testbenachrichtigung" #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Abrechnungsmethode" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "Anzahlungen" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:5 msgid "" "A down payment is a partial payment made by the buyer when a sales contract " "is concluded. This implies both parties' (seller and buyer) full commitment " "to honor the contract." msgstr "" "Eine Anzahlung ist eine Teilzahlung, die der Käufer bei Abschluss eines " "Verkaufsauftrags leistet. Damit verpflichten sich beide Parteien (Verkäufer " "und Käufer), den Vertrag einzuhalten." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:8 msgid "" "With a down payment, the buyer pays a portion of the total amount owed while" " agreeing to pay the remaining amount at a later date. In turn, the seller " "provides goods or services to the buyer after accepting the down payment, " "trusting that the remaining amount will be paid later on." msgstr "" "Bei einer Anzahlung zahlt der Käufer einen Teil des geschuldeten " "Gesamtbetrags und verpflichtet sich, den Restbetrag zu einem späteren " "Zeitpunkt zu zahlen. Im Gegenzug stellt der Verkäufer dem Käufer Waren oder " "Dienstleistungen zur Verfügung, nachdem er die Anzahlung erhalten hat, im " "Vertrauen darauf, dass der Restbetrag später gezahlt wird." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 msgid "Create invoices" msgstr "Rechnungen erstellen" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:15 msgid "" "When a sales order is confirmed, the option to create an invoice becomes " "available, via the :guilabel:`Create Invoice` button, located in the upper-" "left corner of the sales order form. When clicked, a :guilabel:`Create " "invoices` pop-up appears." msgstr "" "Wenn ein Verkaufsauftrag bestätigt wird, können Sie über die Schaltfläche " ":guilabel:`Rechnung erstellen` in der oberen linken Ecke des " "Verkaufsauftragsformulars eine Rechnung erstellen. Wenn Sie darauf klicken, " "erscheint ein Pop-up-Fenster :guilabel:`Rechnungen erstellen`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "Create invoices pop-up form that appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:24 msgid "" "Invoices are automatically created as drafts, so they can be reviewed before" " validation." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:26 msgid "" "On the :guilabel:`Create invoices` pop-up, there are 3 options to choose " "from in the :guilabel:`Create Invoice` field:" msgstr "" "Auf dem Pop-up-Fenster :guilabel:`Rechnungen erstellen` stehen Ihnen im Feld" " :guilabel:`Rechnung erstellen` 3 Optionen zur Auswahl:" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid ":guilabel:`Regular invoice`" msgstr ":guilabel:`Reguläre Rechnung`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:30 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:42 msgid ":guilabel:`Down payment (percentage)`" msgstr ":guilabel:`Anzahlung (Prozent)`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:31 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:43 msgid ":guilabel:`Down payment (fixed amount)`" msgstr ":guilabel:`Anzahlung (fester Betrag)`" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:34 msgid "" "If :guilabel:`Regular Invoice` is selected, the other fields disappear, as " "they only pertain to down payment configurations." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:38 msgid "Initial down payment request" msgstr "Anfängliche Anzahlungsanfrage" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:40 msgid "" "On the :guilabel:`Create invoices` pop-up form, the down payment options " "are:" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:45 msgid "" "Once the desired down payment option is selected in the :guilabel:`Create " "Invoice` field on the pop-up form, designate the desired amount, either as a" " percentage or a fixed amount, in the :guilabel:`Down Payment Amount` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:49 msgid "" "Then, select the appropriate income account for the invoice in the " ":guilabel:`Income Account` field. Next, select a tax amount, if necessary, " "in the :guilabel:`Customer Taxes` drop-down field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "A create invoices pop-up form with down payment fields filled in with " "information." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:56 msgid "" "Once all fields are filled in with the desired information, click the " ":guilabel:`Create Draft Invoice` button. Upon clicking this button, Odoo " "reveals the :guilabel:`Customer Invoice Draft`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:59 msgid "" "In the :guilabel:`Invoice Lines` tab of the :guilabel:`Customer Invoice " "Draft`, the down payment that was just configured in the :guilabel:`Create " "invoices` pop-up form appears as a :guilabel:`Product`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Down payment as a product in the invoice lines tab of a customer invoice " "draft in Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:68 msgid "" "When the :guilabel:`Down payment` product in the :guilabel:`Invoice Lines` " "tab is clicked, Odoo reveals the product form for the down payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:71 msgid "" "By default, the :guilabel:`Product Type` of down payment products generated " "for invoices are set as :guilabel:`Service`, with the :guilabel:`Invoicing " "Policy` set to :guilabel:`Prepaid/Fixed Price`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Down payment product form with service product type and invoicing policy " "field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 msgid "This product can be edited/modified at any time." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:82 msgid "" "If :guilabel:`Based on Delivered Quantity (Manual)` is chosen as the " ":guilabel:`Invoicing Policy`, an invoice will **not** be able to be created." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:86 msgid "Example: request 50% down payment" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:89 msgid "" "The following example involves a 50% amount down payment on a product " "(:guilabel:`Cabinet with Doors`) with :guilabel:`Ordered quantities` as the " ":guilabel:`Invoicing Policy`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:0 msgid "Cabinet with doors product form showcasing various details and fields." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:97 #: ../../content/applications/sales/sales/invoicing/down_payment.rst:260 #: ../../content/applications/sales/sales/invoicing/expense.rst:226 #: ../../content/applications/sales/sales/invoicing/milestone.rst:238 #: ../../content/applications/sales/sales/invoicing/proforma.rst:71 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:166 msgid ":doc:`invoicing_policy`" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:99 msgid "" "First, navigate to :menuselection:`Sales app --> New`, and add a " ":guilabel:`Customer` to the quotation." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:102 msgid "" "Then, click :guilabel:`Add a product` in the :guilabel:`Order Lines` tab, " "and select the :guilabel:`Cabinet with Doors` product." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:105 msgid "" "When the order is confirmed (via the :guilabel:`Confirm` button), the " "quotation turns into a sales order. Once this occurs, create and view the " "invoice by clicking :guilabel:`Create Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Cabinet with doors sales order that's been confirmed in the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:112 msgid "" "Next, on the :guilabel:`Create invoices` pop-up window that appears, select " ":guilabel:`Down payment (percentage)`, and type `50` in the :guilabel:`Down " "Payment Amount` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:116 msgid "" "The :guilabel:`Income Account` and :guilabel:`Customer Taxes` fields are " "*not* required fields, and they will *not* appear if they've already been " "preconfigured in previous down payment requests." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:120 msgid "" "For more information, check out the documentation on :ref:`customer taxes " "modification on down payments ` and :ref:`income account modification on down payments " "`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:124 msgid "" "Lastly, click :guilabel:`Create Draft Invoice` to create and view the " "invoice draft." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:126 msgid "" "Clicking :guilabel:`Create Draft Invoice` reveals the draft invoice, which " "includes the down payment as a :guilabel:`Product` in the :guilabel:`Invoice" " Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:129 msgid "" "From there, the invoice can be confirmed and posted by clicking " ":guilabel:`Confirm`. Confirming the invoice changes the status from " ":guilabel:`Draft` to :guilabel:`Posted`. It also reveals a new series of " "buttons at the top of the page." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "" "Ein Beispiel für einen Rechnungsentwurf mit Anzahlung in Odoo Verkauf." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:137 msgid "" "From those buttons, the payment can be registered by clicking " ":guilabel:`Register Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:143 msgid "" "Doing so reveals a :guilabel:`Register Payment` pop-up form, which is auto-" "populated with the necessary information. Confirm the information provided " "is correct and make any necessary adjustments. When ready, click the " ":guilabel:`Create Payment` button." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment pop-up window with create payment button." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:151 msgid "" "After clicking :guilabel:`Create Payment`, Odoo reveals the customer " "invoice, now with a green :guilabel:`In Payment` banner in the upper-right " "corner." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Customer Invoice with a green In Payment banner located in the upper-right " "corner." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:158 msgid "" "Now, when the customer wants to pay the remaining amount of the order, " "another invoice must be created. To do that, return to the sales order, via " "the breadcrumb links." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:161 msgid "" "Back on the sales order, a new :guilabel:`Down Payments` section is present " "in the :guilabel:`Order Lines` tab, along with the down payment that was " "just invoiced and posted." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payments section in the order lines tab of a sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:168 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:170 msgid "" "On the :guilabel:`Create invoices` pop-up window that appears, there are two" " new fields: :guilabel:`Already invoiced` and :guilabel:`Amount to invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "The deduct down payment option on the create invoices pop up in Odoo Sales." msgstr "" "Die Option Anzahlung abziehen auf dem Pop-up-Fenster zum Erstellen von " "Rechnungen in Odoo Verkauf." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:177 msgid "" "If the remaining amount is ready to be paid, select the :guilabel:`Regular " "Invoice` option. Odoo will create an invoice for the exact amount needed to " "complete the total payment, as indicated in the :guilabel:`Amount to " "invoice` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:181 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:183 msgid "" "Doing so reveals another :guilabel:`Customer Invoice Draft` page, listing " "*all* the invoices for that specific sales order in the :guilabel:`Invoice " "Lines` tab. Each invoice line item displays all the necessary information " "related to each invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:187 msgid "" "To complete the flow, click :guilabel:`Confirm`, which changes the status of" " the invoice from :guilabel:`Draft` to :guilabel:`Posted`. Then, click " ":guilabel:`Register Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:190 msgid "" "Once again, the :guilabel:`Register Payment` appears, with all fields auto-" "populated with the necessary information, including the remaining amount " "left to be paid on the order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second register payment pop-up form in Odoo sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:197 msgid "" "After confirming that information, click :guilabel:`Create Payment`. Doing " "so reveals the final :guilabel:`Customer Invoice` with a green :guilabel:`In" " Payment` banner in the upper-right corner. Also, both down payments are " "present in the :guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:205 msgid "At this point, the flow is now complete." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:208 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "" "Dieser Ablauf ist auch mit der Anzahlungsoption :guilabel:`Fester Betrag` " "möglich." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:211 msgid "" "If a down payment is used with a product that has a :guilabel:`Delivered " "quantities` invoicing policy, the down payments will **not** be able to be " "deducted when it comes time to invoice the customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:215 msgid "" "This is because, due to the invoicing policy, the product(s) would have to " "be delivered *before* creating the final invoice." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:218 msgid "" "If nothing has been delivered, a :guilabel:`Credit Note` is created, which " "cancels the draft invoice that was created after the down payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:221 msgid "" "To utilize the :guilabel:`Credit Note` option, the *Inventory* application " "must be installed, in order to confirm the delivery. Otherwise, the " "delivered quantity can be entered manually directly on the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "Customer taxes modification on down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:230 msgid "" "To adjust the income account and customer taxes attached to a down payment, " "navigate to the :guilabel:`Products` page (:menuselection:`Sales app --> " "Products --> Products`), search for the `Down Payment` product in the search" " bar, and select it to reveal the product detail page." msgstr "" "Um das Ertragskonto und die mit einer Anzahlung verbundenen Kundensteuern " "anzupassen, navigieren Sie zur Seite :guilabel:`Produkte` " "(:menuselection:`Verkaufsapp --> Produkte --> Produkte`), suchen Sie in der " "Suchleiste nach dem Produkt `Anzahlung` und wählen Sie es aus, um die " "Produktdetailseite zu öffnen." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:234 msgid "" "On the :guilabel:`Down Payment` product page, in the :guilabel:`General " "Information` tab, the customer taxes can be modified in the " ":guilabel:`Customer Taxes` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How to modify the income account link to down payments." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:244 msgid "Income account modification on down payments" msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:246 msgid "" "To change or adjust the income account attached to the :guilabel:`Down " "Payment` product page, the *Accounting* app **must** be installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:249 msgid "" "With the *Accounting* app installed, the :guilabel:`Accounting` tab becomes " "available on the product page. That tab will **not** be accessible without " "the *Accounting* app installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:252 msgid "" "In the :guilabel:`Accounting` tab, the income account can be changed in the " ":guilabel:`Income Account` field, located in the :guilabel:`Receivables` " "section." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:5 msgid "" "While working on a project for a client, employees often have to spend their" " own money on various expenses related to the project." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:8 msgid "" "For example, an employee may need to use their own money to pay for a hotel," " while they provide an on-site service for a client. As a company, this " "expense should be reinvoiced to the customer. With Odoo, these kinds of " "expenses can quickly be reinvoiced to the customer related to the project." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:13 msgid "Expenses application" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:15 msgid "" "To be able to reinvoice a customer for an expense, the *Expenses* " "application **must** be installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:17 msgid "" "To install the *Expenses* application, navigate to :menuselection:`main Odoo" " dashboard --> Apps`, and click :guilabel:`Install` on the *Expenses* " "application block. When clicked, Odoo installs the application, refreshes " "the page, and returns to the main Odoo dashboard." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:22 msgid "Add expenses to sales orders" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:24 msgid "" "To begin, have a sales order confirmed in the *Sales* app to which a " "reinvoiced expense can be added. Or, create a new sales order from scratch. " "To do that, navigate to the :menuselection:`Sales app --> New`. Doing so " "reveals a blank quotation form." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:28 msgid "" "Then, add a :guilabel:`Customer`, and add a product to the :guilabel:`Order " "Lines` tab, by clicking :guilabel:`Add a product`. Next, select a product " "from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:39 msgid "" "To do that, navigate to the *Expenses* application, by going to " ":menuselection:`main Odoo dashboard --> Expenses`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "" "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank" " expenses form." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "" "On the expenses form, add a :guilabel:`Description` to easily reference the " "expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:50 msgid "" "Then, in the :guilabel:`Category` field, select one of the following options" " from the drop-down menu:" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid "" ":guilabel:`Communication`: any form of communication related to a " "project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid "" ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:57 msgid "" ":guilabel:`Mileage`: any form of mileage (gas) costs related to " "project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid "" ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs " "related to a project/order." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:61 msgid "" "New expense categories can be created from an expense form, by clicking the " ":guilabel:`Category` field drop-down menu, selecting :guilabel:`View All`, " "and clicking :guilabel:`New` from the :guilabel:`Search:Category` pop-up " "window." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:0 msgid "" "The Search:Category expenses pop-up window from a blank expenses form in " "Odoo Expenses." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:69 msgid "" "For this sample workflow, which will reinvoice a customer for a brief hotel " "stay, the :guilabel:`Category` for this example is :guilabel:`[TRANS \\& " "ACC] Travel \\& Accommodation`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:73 msgid "" "The following example requires the *Sales*, *Accounting*, and *Expense* apps" " to view/modify all the fields mentioned during the workflow." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:76 msgid "" "Beneath the :guilabel:`Category` field, enter in the amount to be expensed " "in the :guilabel:`Total` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:79 msgid "" "Next, designate if there are any :guilabel:`Included taxes` in the " ":guilabel:`Total`. If a preconfigured tax amount is selected from the " ":guilabel:`Included taxes` field, Odoo auto-calculates the taxed amount, " "based on the amount entered in the :guilabel:`Total` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:83 msgid "" "Then, choose which :guilabel:`Employee` was responsible for the expense, and" " choose an option in the :guilabel:`Paid By` field: :guilabel:`Employee (to " "reimburse)` or :guilabel:`Company`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:86 msgid "" "In this case, our employee paid for the hotel with their own money, so the " ":guilabel:`Employee (to reimburse)` option is chosen." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:89 msgid "" "On the right-hand side of the expenses form, the option to add a " ":guilabel:`Bill Reference` is available. Beneath that, the auto-populated " ":guilabel:`Expense Date` and :guilabel:`Account` fields are available." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "" "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, " "if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:96 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, click the blank field " "to reveal a drop-down menu. From this drop-down menu, select the appropriate" " sales order to which this expense should be attached. This field **must** " "be filled, in order to reinvoice a customer for an expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:100 msgid "" "Lastly, the option to modify the :guilabel:`Analytic Distribution` and " ":guilabel:`Company` fields are available. These fields are *not* required to" " complete a reinvoiced expense to a customer, but are available to modify, " "if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:104 msgid "" "Also, at the bottom of the expense form, there is a :guilabel:`Notes...` " "section, wherein any notes related to this expense can be added, if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:111 msgid "" "At the top of the expense form, there are buttons to :guilabel:`Attach " "Receipt`, :guilabel:`Create Report`, and :guilabel:`Split Expense`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:114 msgid "" "If there is a physical or digital receipt that should be attached to the " "expense, click :guilabel:`Attach Receipt`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:117 msgid "" "If the cost of this expense needs to be split, click :guilabel:`Split " "Expense`. This feature can be used for a number of reasons (spitting expense" " with another employee, to accommodate different tax rates, etc.)." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:121 msgid "" "If neither of these options are necessary, click :guilabel:`Create Report` " "to lock in the expense report that was just configured." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "" "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:130 msgid "" "Here, once the details related to the expense have been confirmed, click " ":guilabel:`Submit to Manager`. This sends the expense report to the " "approving manager, who will review the expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:133 msgid "" "The manager in charge of reviewing and approving the expense will inspect " "the details related to the expense, and if there are no issues, they will " "click the :guilabel:`Approve` button — which *only* appears on the manager's" " view of the :guilabel:`Expense Report Summary` that's been submitted to the" " manager by the employee." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary that a manager will approve with an Approve " "button." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:142 msgid "" "Once approved, the buttons at the top of the :guilabel:`Expense Report " "Summary` change once again. At this point, the buttons at the top of the " ":guilabel:`Expense Report Summary` are: :guilabel:`Post Journal Entries`, " ":guilabel:`Report in Next Payslip`, :guilabel:`Refuse`, and :guilabel:`Reset" " to Draft`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary with post journal entries button at the top of the" " form." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:151 msgid "" "When the manager is satisfied with the :guilabel:`Expense Report Summary`, " "they'll click :guilabel:`Post Journal Entries`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:154 msgid "" "Upon clicking :guilabel:`Post Journal Entries`, that button disappears, and " "the :guilabel:`Analytic Distribution` column in the :guilabel:`Expense` tab " "is filled with the sales order that was initially configured to the expense " "in the :guilabel:`Customer to Reinvoice` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 msgid "Reinvoice expense" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:161 msgid "" "With those steps completed, it's time to return to the sales order to " "complete the reinvoice of the expense to the customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:164 msgid "" "To do that, navigate to :menuselection:`main Odoo dashboard --> Sales app`, " "and select the appropriate sales order that should be reinvoiced for the " "expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:167 msgid "" "On the sales form, the newly-configured expense is now in the " ":guilabel:`Order Lines` tab, with its :guilabel:`Delivered` column filled " "in, and ready to be invoiced." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A sales order with the configured expense ready to be invoiced in the Order " "Lines tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:174 msgid "" "After confirming the details of the expense, click :guilabel:`Create " "Invoice` at the top of the sales order. When clicked, a :guilabel:`Create " "invoices` pop-up window appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A create invoices pop-up window that appears when the Create Invoice is " "clicked." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:181 msgid "" "From this pop-up window, leave the :guilabel:`Create Invoice` field on the " "default :guilabel:`Regular invoice` option, and click :guilabel:`Create " "Draft Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:184 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` showing *only* the " "expense in the :guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice draft with the expense in the Invoice Lines tab of the " "form." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:191 msgid "" "If all the information related to the expense is correct, click " ":guilabel:`Confirm` to confirm the invoice. Doing so moves the status of the" " invoice from :guilabel:`Draft` to :guilabel:`Posted`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:194 msgid "" "To send the invoice to the customer, click :guilabel:`Send \\& Print`. Doing" " so reveals a :guilabel:`Send` pop-up window, with a preconfigured message " "and PDF invoice in the body of the message. The message can be reviewed and " "modified, if needed." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:198 msgid "" "Once ready, click :guilabel:`Send \\& Print` to send the invoice to the " "customer. When clicked, the pop-up window disappears, and Odoo sends the " "message/invoice to the customer. Additionally, a PDF of the invoice is " "automatically downloaded for record-keeping and/or printing purposes." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:202 msgid "" "Back on the :guilabel:`Customer Invoice`, click the :guilabel:`Register " "Payment` button when the customer pays for the invoiced expense." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:209 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears. In this pop-up window, the necessary fields are " "auto-populated with the correct information. After reviewing the " "information, click :guilabel:`Create Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:217 msgid "" "Once :guilabel:`Create Payment` is clicked, the pop-up window disappears, " "and a green :guilabel:`In Payment` banner is in the upper-right corner of " "the invoice, signifying this invoice is paid for in full. Thus, completing " "the workflow." msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:227 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr "" #: ../../content/applications/sales/sales/invoicing/expense.rst:228 msgid ":doc:`milestone`" msgstr "" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "Gelieferte oder bestellte Mengen abrechnen" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "" "Unterschiedliche Betriebsrichtlinien können unterschiedliche Optionen für " "die Rechnungsstellung erfordern:" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:7 msgid "" "The *Invoice what is ordered* rule is used as the default mode in Odoo " "*Sales*, which means customers are invoiced once the sales order is " "confirmed." msgstr "" "Die Regel *Bestellte Menge abrechnen* wird in Odoo *Verkauf* als " "Standardmodus verwendet, was bedeutet, dass Kunden eine Rechnung gestellt " "wird, sobald der Verkaufsauftrag bestätigt wurde." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:9 msgid "" "The *Invoice what is delivered* rule invoices customers once the delivery is" " done. This rule is often used for businesses that sell materials, liquids, " "or food in large quantities. In these cases, the ordered quantity may differ" " slightly from the delivered quantity, making it preferable to invoice the " "quantity actually delivered." msgstr "" "Die Regel *Gelieferte Menge abrechnen* stellt Kunden eine Rechnung aus, " "sobald die Lieferung erfolgt ist. Diese Regel betrifft oft Unternehmen, die " "Materialien, Flüssigkeiten oder Lebensmittel in großen Mengen verkaufen. In " "diesen Fällen kann die bestellte Menge ein wenig von der gelieferten Menge " "abweichen und es ist daher besser, die tatsächlich gelieferte Menge zu " "berechnen." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "" "Die Möglichkeit, verschiedene Optionen für die Rechnungsstellung zu wählen, " "bietet mehr Flexibilität." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "Funktionen der Abrechnungspolitik" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:19 msgid "" "To activate the necessary invoicing policy features, go to " ":menuselection:`Sales app --> Configuration --> Settings`, and under the " ":guilabel:`Invoicing` heading, select an :guilabel:`Invoicing Policy` rule: " ":guilabel:`Invoice what is ordered` or :guilabel:`Invoice what is " "delivered`." msgstr "" "Um die erforderlichen Funktionen für die Rechnungsstellung zu aktivieren, " "gehen Sie zu :menuselection:`Verkauf --> Konfiguration --> Einstellungen` " "und wählen Sie unter :guilabel:`Rechnungsstellung` eine " ":guilabel:`Abrechnungspolitik` aus: :guilabel:`Bestellte Menge abrechnen` " "oder :guilabel:`Gelieferte Menge abrechnen`." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "Auswahl einer Abrechnungspolitik in Odoo Verkauf." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:29 msgid "" "If the :guilabel:`Invoice what is delivered` rule is chosen, it is **not** " "possible to activate the :guilabel:`Automatic Invoice` feature, which " "automatically generates invoices when an online payment is confirmed." msgstr "" "Wenn die Regel :guilabel:`Gelieferte Menge abrechnen` gewählt wird, ist es " "**nicht** möglich, die Funktion :guilabel:`Automatische Rechnung` zu " "aktivieren, die automatisch Rechnungen erstellt, wenn eine Online-Zahlung " "bestätigt wird." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "Abrechnungspolitik auf Produktformular" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:36 msgid "" "On any product page, via the :menuselection:`Sales app --> Products --> " "Products dashboard`, locate the :guilabel:`Invoicing Policy` option located " "under the :guilabel:`General Information` tab. It can be changed manually " "using the drop-down menu." msgstr "" "Suchen Sie auf einer beliebigen Produktseite über :menuselection:`Verkauf " "--> Produkte --> Produkt-Dashboard` im Reiter :guilabel:`Allgemeine " "Informationen` die Option :guilabel:`Abrechnungspolitik`. Sie kann über das " "Drop-down-Menü manuell geändert werden." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "" "Wie wählen Sie Ihre Abrechnungspolitik auf einem Produktformular in Odoo " "Verkauf aus?" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "Einfluss auf den Verkaufsprozess" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:47 msgid "" "In Odoo *Sales*, the basic sales flow starts with the creation of a " "quotation. Then, that quotation is sent to a customer. Next, it needs to be " "confirmed, which turns the quotation into a sales order. This, in turn, " "creates an invoice." msgstr "" "In Odoo *Verkauf* beginnt der grundlegende Verkaufsprozess mit der " "Erstellung eines Angebots. Dann wird dieses Angebot an einen Kunden " "gesendet. Als nächstes muss es bestätigt werden, wodurch das Angebot in " "einen Verkaufsauftrag umgewandelt wird. Dieser wiederum erstellt eine " "Rechnung." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:51 msgid "" "The following is a breakdown of how invoicing policy rules impact the " "aforementioned sales flow:" msgstr "" "Im Folgenden erfahren Sie, wie sich die Regeln für die Rechnungsstellung auf" " den oben erwähnten Verkaufsprozess auswirken:" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:53 msgid "" ":guilabel:`Invoice what is ordered`: No impact on the basic sales flow. An " "invoice is created as soon as a sale is confirmed." msgstr "" ":guilabel:`Bestellte Menge abrechnen`: Keine Auswirkung auf den " "grundlegenden Verkaufsprozess. Eine Rechnung wird erstellt, sobald ein " "Verkauf bestätigt wird." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:55 msgid "" ":guilabel:`Invoice what is delivered`: Minor impact on sales flow, because " "the delivered quantity needs to be manually entered on the sales order. Or, " "the *Inventory* app can be installed and used to confirm the delivered " "quantity before creating an invoice with the *Sales* app." msgstr "" ":guilabel:`Gelieferte Menge abrechnen`: Geringfügige Auswirkung auf den " "Verkaufsprozess, da die gelieferte Menge manuell in den Verkaugsauftrag " "eingegeben werden muss. Oder Sie installieren die *Lager*-App und bestätigen" " die gelieferte Menge, bevor Sie mit der *Verkaufsapp* eine Rechnung " "erstellen." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:60 msgid "" "If a user attempts to create an invoice without validating the delivered " "quantity, the following error message appears: :guilabel:`There is no " "invoiceable line. If a product has a Delivered quantities invoicing policy, " "please make sure that a quantity has been delivered.`" msgstr "" "Wenn ein Benutzer versucht, eine Rechnung zu erstellen, ohne die gelieferte " "Menge zu überprüfen, erscheint die folgende Fehlermeldung: :guilabel:`Es " "gibt keine abrechenbare Position. Wenn ein Produkt eine Abrechnungspolitik " "mit Gelieferten Mengen hat, stellen Sie bitte sicher, dass eine Menge " "eingegangen ist.`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "" "Wenn Sie die Abrechnungspolitik Gelieferte Mengen gewählt haben, stellen Sie" " sicher, dass eine Menge geliefert wurde." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:69 msgid "" "Once a quotation is confirmed, and the status changes from " ":guilabel:`Quotation sent` to :guilabel:`Sales order`, the delivered and " "invoiced quantities are available to view, directly from the sales order. " "This is true for both invoicing policy rule options." msgstr "" "Sobald ein Angebot bestätigt wurde und der Status von :guilabel:`Angebot " "gesendet` auf :guilabel:`Verkaufsauftrag` wechselt, können Sie die " "gelieferten und abgerechnten Mengen direkt im Verkaufsauftrag einsehen. Dies" " gilt für beide Regeloptionen für die Rechnungsstellung." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "" "Wie Sie Ihre gelieferten und bestellten Mengen in Odoo Verkauf sehen können." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:77 msgid "" "Odoo automatically adds the quantities to the invoice, both " ":guilabel:`Delivered` and :guilabel:`Invoiced`, even if it's a partial " "delivery, when the quotation is confirmed." msgstr "" "Odoo fügt der Rechnung automatisch die Mengen hinzu, sowohl " ":guilabel:`gelieferte` als auch :guilabel:`abgrechnete`, auch wenn es sich " "um eine Teillieferung handelt, wenn das Angebot bestätigt wird." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:80 msgid "" "Finally, there are a few different options to create an invoice: " ":guilabel:`Regular invoice`, :guilabel:`Down payment (percentage)` or " ":guilabel:`Down payment (fixed amount)`." msgstr "" "Außerdem gibt es noch ein paar verschiedene Möglichkeiten, eine Rechnung zu " "erstellen: :guilabel:`Reguläre Rechnung`, :guilabel:`Anzahlung (Prozenz)` " "oder :guilabel:`Anzahlung (fester Betrag)`." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:84 msgid "" "Be sure to check out the documentation explaining down payment options to " "learn more: :doc:`/applications/sales/sales/invoicing/down_payment`" msgstr "" "Schauen Sie sich unbedingt die Dokumentation zu den Anzahlungsoptionen an, " "um mehr zu erfahren: :doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "Projektmeilensteine abrechnen" #: ../../content/applications/sales/sales/invoicing/milestone.rst:5 msgid "" "Invoicing based on project milestones can be used for expensive or large-" "scale projects. The series of milestones in a project represent a clear " "sequence of work that will inevitably result in the completion of a project " "and/or contract." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:9 msgid "" "This method of invoicing ensures the company gets a consistent flow of money" " throughout the lifetime of the project. Customers can closely monitor every" " phase of the project's development as it happens, in addition to paying a " "large bill in several installments, instead of all at once." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "Meilensteinprodukte erstellen" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "" "In Odoo, each milestone of a project is considered as an individual product." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:18 msgid "" "To create and/or configure products to work like this, first navigate to " ":menuselection:`Sales app --> Products --> Products`. Then, click on a " "product, or create a new one by clicking :guilabel:`New`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:22 msgid "" "The option to invoice based on milestones is only available for certain " "product types." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:24 msgid "" "On the product form, under the :guilabel:`General Information` tab, the " ":guilabel:`Product Type` field *must* be set on any of the following " "options: :guilabel:`Service`, :guilabel:`Event Ticket`, :guilabel:`Event " "Booth`, or :guilabel:`Course`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoicing policy field drop-down menu with options on product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:32 msgid "" "With any of those :guilabel:`Product Type` options selected, choose " ":guilabel:`Based on Milestones` from the :guilabel:`Invoicing Policy` drop-" "down menu." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:39 msgid "Beneath that is the :guilabel:`Create on Order` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:41 msgid "" "To ensure workflows are as seamless as possible, it is recommended that an " "option in the :guilabel:`Create on Order` field is selected." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:45 msgid "" "Leaving it on the default :guilabel:`Nothing` option won't negatively affect" " the desired workflow. However, a project *must* then be created directly " "from a sales order form with that specific product. Once a project is " "created *then* milestones and tasks can be created and configured." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:50 msgid "" "When the :guilabel:`Create on Order` default option of :guilabel:`Nothing` " "is clicked, a drop-down menu is revealed with the following options:" msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:53 msgid "" ":guilabel:`Task`: Odoo creates a task related to this milestone product in " "the *Projects* app when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:55 msgid "" ":guilabel:`Project \\& Task`: Odoo creates a project and task related to " "this milestone product in the *Projects* app when this specific product is " "ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:57 msgid "" ":guilabel:`Project`: Odoo creates a project related to this milestone " "product in the *Projects* app when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:60 msgid "" "When :guilabel:`Task` is selected, a :guilabel:`Project` field appears. In " "this field, select to which existing project in the *Projects* app this " "created task should be connected." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project field appears when the Task option is selected in Create on " "Order field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:67 msgid "" "When :guilabel:`Project \\& Task` or :guilabel:`Project` is selected, two " "new fields appear: :guilabel:`Project Template` and :guilabel:`Workspace " "Template`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project template and workspace template fields that appear on milestone " "product." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:74 msgid "" "The :guilabel:`Project Template` field provides template options to use for " "the project that will be created when this specific product is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:77 msgid "" "The :guilabel:`Workspace Template` field provides template options to use " "for the workspace (for the *Documents* app, not the *Projects* app) that " "will be automatically generated for the project when this specific product " "is ordered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:82 msgid "" "For organizational purposes, click the :guilabel:`Sales` tab on the product " "form, and enter a custom 'Milestone' related descriptor in the " ":guilabel:`Sales Description` field. This information appears in the " ":guilabel:`Description` column on the :guilabel:`Order Lines` tab of the " "sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:87 msgid "" "Or, directly edit/modify the :guilabel:`Description` field on the " ":guilabel:`Order Lines` tab of the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:90 msgid "This is *not* a requirement." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "Meilensteine abrechnen" #: ../../content/applications/sales/sales/invoicing/milestone.rst:96 msgid "" "The following flow features a trio of milestone products that have " ":guilabel:`Service` set as their :guilabel:`Product Type`, and " ":guilabel:`Task` set on their :guilabel:`Create on Order` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:0 msgid "" "Product with Service \"Product Type\" and \"Task\" in the Create on Order " "field on form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:104 msgid "" "Those tasks are then attached to a pre-existing :guilabel:`Project`, which, " "in this case, is titled, :guilabel:`Rebranding Projects`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:107 msgid "" "To invoice milestones, create a sales order with the milestone product(s). " "To do that, go to :menuselection:`Sales app --> New`. Doing so reveals a " "blank quotation form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:110 msgid "" "From this quotation form, add a :guilabel:`Customer`. Then, click " ":guilabel:`Add a product` in the :guilabel:`Order Lines` tab. Next, add the " "milestone product(s) to the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:113 msgid "" "Once the corresponding milestone product(s) have been added, click " ":guilabel:`Confirm` to confirm the order, which turns the quotation into a " "sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:116 msgid "" "When the order is confirmed, new smart buttons appear at the top of the " "sales order based on what was selected in the :guilabel:`Create on Order` " "field on the product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:119 msgid "" "From the sales order, click the :guilabel:`Milestones` smart button. Doing " "so reveals a blank :guilabel:`Milestones` page. Click :guilabel:`New` to add" " milestones." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "Adding milestones to a sales order with milestone products." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:126 msgid "" "Enter a :guilabel:`Name` for the milestone. Next, apply it to the " "corresponding :guilabel:`Sales Order Item`. Lastly, assign a " ":guilabel:`Deadline` to the milestone, if desired." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:129 msgid "Repeat that process for all milestone sales order items." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:131 msgid "" "Then, return to the sales order, via the breadcrumbs. From the sales order, " "click the :guilabel:`Tasks` smart button. Doing so reveals a " ":guilabel:`Tasks` page with a task for each sales order item with that " "option designated in the :guilabel:`Create on Order` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "Sample tasks page accessed via the smart button from a sales order with " "milestone products." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:139 msgid "" "To manually assign a configured milestone to a task, click the desired task," " which reveals the task form. On the task form, select the appropriate " "milestone to which this task should be connected, in the " ":guilabel:`Milestone` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The milestone field on the task form when dealing with milestone products in" " Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:147 msgid "Repeat this process for all milestone tasks." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:149 msgid "" "With those tasks properly configured, employees log in their progress as " "they work on the task, in addition to adding any notes related to the task." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:152 msgid "" "Then, when that task is complete, that means that milestone has been " "reached. At that point, it is time to invoice that milestone." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:155 msgid "" "To invoice a milestone, first return to the sales order — either via the " "breadcrumb links, or by navigating to :menuselection:`Sales app --> Orders " "--> Orders` and picking the appropriate sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:159 msgid "" "Back on the sales order form, click the :guilabel:`Milestones` smart button," " and check the box in the :guilabel:`Reached` column for that particular " "task." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "What it looks like to mark a milestone as reached via the milestone smart " "button." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:166 msgid "" "Next, return to the sales order — either by clicking :guilabel:`View Sales " "Order` on the :guilabel:`Milestones` page, or via the breadcrumb links." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:169 msgid "" "Back on the sales order, the line item for the milestone that's been reached" " has its :guilabel:`Delivered` column filled. That's because the milestone " "has been reached, and therefore delivered." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A milestone product that's been reached marked as delivered on the sales " "order in Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:177 msgid "" "Click :guilabel:`Create Invoice` in the upper-left corner. Doing so reveals " "a :guilabel:`Create invoices` pop-up window." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The create invoices pop-up window that appears when create invoice button is" " clicked." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:184 msgid "" "On the :guilabel:`Create invoices` pop-up window, leave the " ":guilabel:`Create Invoice` option on the default :guilabel:`Regular Invoice`" " selection, and click the :guilabel:`Create Draft Invoice` button." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:188 msgid "" "Upon clicking :guilabel:`Create Draft Invoice`, Odoo reveals the " ":guilabel:`Customer Invoice Draft`, *only* showing that reached milestone in" " the :guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A customer invoice draft showing only the milestone product that's been " "reached." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:195 msgid "" "From this invoice page, click the :guilabel:`Confirm` button to confirm the " "invoice. Then, when the customer has paid for this milestone, click " ":guilabel:`Register Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:198 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Register Payment pop-up window that appears when Register Payment is " "clicked." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:204 msgid "" "On this pop-up window, confirm the accuracy of the auto-populated fields, " "then click :guilabel:`Create Payment`." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:207 msgid "" "When clicked, the pop-up window disappears, and Odoo returns to the invoice " "for that milestone, which now has a green :guilabel:`In Payment` banner in " "the upper-right corner. This banner signifies the invoice has been paid." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "An invoice with a milestone product that has been paid with an In Payment " "banner." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:215 msgid "" "Then, return to the sales order, via the breadcrumb links. Back on the sales" " order, in the :guilabel:`Order Lines` tab, the reached milestone that's " "been invoiced and paid for, now has its :guilabel:`Invoiced` column filled." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Invoiced column of a milestone product that's been paid for is filled." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:223 msgid "" "There is also a new :guilabel:`Invoices` smart button at the top of the " "sales order. Clicking that reveals all the invoices that are connected to " "this sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoices smart button that appears at the top of a sales order with " "milestones." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:230 msgid "" "Simply repeat the above process for each milestone as it is worked on, and " "subsequently, completed." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:232 msgid "" "Continue that process until the entire project has been completed, each " "milestone has been invoiced, and the entire order has been paid for in full." msgstr "" #: ../../content/applications/sales/sales/invoicing/milestone.rst:237 msgid ":doc:`proforma`" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "Pro-forma-Rechnungen" #: ../../content/applications/sales/sales/invoicing/proforma.rst:5 msgid "" "A *pro-forma invoice* is an abridged or estimated invoice sent in advance of" " a delivery of goods. It notes the kind and quantity of goods, their value, " "and other important information, such as weight and transportation charges." msgstr "" "Eine *Pro-forma-Rechnung* ist eine verkürzte oder geschätzte Rechnung, die " "im Vorfeld einer Warenlieferung verschickt wird. Sie vermerkt die Art und " "Menge der Waren, ihren Wert und andere wichtige Informationen, wie z. B. " "Gewicht und Transportkosten." #: ../../content/applications/sales/sales/invoicing/proforma.rst:9 msgid "" "Pro-forma invoices are commonly used as preliminary invoices with a " "quotation. They are also used during importation for customs purposes. They " "differ from a normal invoice, in that they are *not* a demand (or request) " "for payment." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:16 msgid "" "In order to utilize pro-forma invoices, the *Pro-Forma Invoice* feature " "**must** be activated." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:18 msgid "" "To enable this feature, navigate to :menuselection:`Sales app --> " "Configuration --> Settings`, and in the :guilabel:`Quotations \\& Orders` " "section, click the checkbox next to :guilabel:`Pro-Forma Invoice`. Then, " "click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "Die Einstellung der Funktion Pro-forma-Rechnung in Odoo Verkauf." #: ../../content/applications/sales/sales/invoicing/proforma.rst:27 msgid "Send pro-forma invoice" msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:29 msgid "" "With the :guilabel:`Pro-Forma Invoice` feature activated, the option to send" " a pro-forma invoice is now available on any quotation or sales order, via " "the :guilabel:`Send Pro-Forma Invoice` button." msgstr "" "Wenn die Funktion :guilabel:`Pro-Forma-Rechnung` aktiviert wurde, können Sie" " jetzt über die Schaltfläche :guilabel:`Pro-forma-Rechnung senden` in jedem " "Angebot oder Verkaufsauftrag eine Pro-forma-Rechnung versenden." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "" "Die Schaltfläche „Pro-forma-Rechnung senden“ auf einem typischen " "Verkaufsauftrag in Odoo Verkauf." #: ../../content/applications/sales/sales/invoicing/proforma.rst:37 msgid "" "Pro-forma invoices can **not** be sent for a sales order or quotation if an " "invoice for a down payment has already been sent, or for a recurring " "subscription." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** " "appear." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:42 msgid "" "However, pro-forma invoices **can** be sent for services, event " "registrations, courses, and/or new subscriptions. Pro-forma invoices are not" " limited to physical, consumable, or storable goods." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:45 msgid "" "When the :guilabel:`Send Pro-Forma Invoice` button is clicked, a pop-up " "window appears, from which an email can be sent." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:48 msgid "" "In the pop-up window, the :guilabel:`Recipients` field is auto-populated " "with the customer from the sales order or quotation. The :guilabel:`Subject`" " field and the body of the email can be modified, if necessary." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "" "The pro-forma invoice is automatically added as an attachment to the email." msgstr "" #: ../../content/applications/sales/sales/invoicing/proforma.rst:54 msgid "" "When ready, click :guilabel:`Send`, and Odoo instantly sends the email, with" " the attached pro-forma invoice, to the customer." msgstr "" "Klicken Sie auf :guilabel:`Senden`, sobald sie fertig ist, und Odoo sendet " "die E-Mail mit der angehängten Pro-forma-Rechnung sofort an den Kunden." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The email pop-up window that appears with pro-forma invoice attached in Odoo" " Sales." msgstr "" "Das Pop-up-Fenster für E-Mails, das mit der angehängten Pro-forma-Rechnung " "in Odoo Verkauf erscheint." #: ../../content/applications/sales/sales/invoicing/proforma.rst:62 msgid "" "To preview what the pro-forma invoice looks like, click on the PDF at the " "bottom of the email pop-up window *before* clicking :guilabel:`Send`. When " "clicked, the pro-forma invoice is downloaded instantly. Open that PDF to " "view (and review) the pro-forma invoice." msgstr "" "Um zu sehen, wie die Pro-forma-Rechnung aussieht, klicken Sie auf das PDF am" " unteren Rand des Pop-up-Fensters für E-Mails, *bevor* Sie auf " ":guilabel:`Senden` klicken. Wenn Sie darauf klicken, wird die Pro-forma-" "Rechnung sofort heruntergeladen. Öffnen Sie diese PDF-Datei, um die Pro-" "forma-Rechnung anzusehen (und zu überprüfen)." #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "Beispiel einer PDF-Datei einer Pro-forma-Rechnung aus Odoo Verkauf." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:5 msgid "" "Invoicing based on time and/or materials is typically used when accurately " "estimating the size of a project isn't possible, or when the requirements of" " a project may change." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:8 msgid "" "This is different from a fixed-price contract, when a customer agrees to pay" " a specified total for the fulfillment of the contract---no matter what " "needs to be paid to the employees, sub-contractors, vendors, suppliers, and " "so on." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:12 msgid "" "The Odoo *Sales* app can invoice for time and various other expenses (e.g. " "transport, lodging), as well as purchases needed to fulfill an order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:18 msgid "" "First, in order to accurately keep track of the progress of a project, the " "Odoo *Project* and *Accounting* apps **must** be installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:21 msgid "" "To install the *Project* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Project` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " "*Project* app is now available to access." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:28 msgid "" "After installation, click the :guilabel:`Accounting` app icon from the main " "Odoo dashboard, and navigate to :menuselection:`Configuration --> Settings`." " On the :guilabel:`Settings` page, scroll down to the :guilabel:`Analytics` " "section, and ensure the box next to :guilabel:`Analytic Accounting` is " "checked." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How it looks to activate the Analytic Accounting setting in Odoo Accounting " "Setting page." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:37 #: ../../content/applications/sales/sales/invoicing/time_materials.rst:43 msgid "Then, click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:39 msgid "" "Then, navigate to :menuselection:`Odoo main dashboard --> Project app --> " "Configuration --> Settings`. On the :guilabel:`Settings` page, in the " ":guilabel:`Time Management` section, ensure the box beside the " ":guilabel:`Timesheets` feature is checked." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "What the Timesheets feature looks like on the Odoo Project settings page." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:54 msgid "" "With the *Timesheets* feature activated in the *Project* app, it is now " "possible to invoice for time spent on a project, but **only** when the " "following product configurations have been made." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:58 msgid "" "Invoicing for time spent on a project is **only** possible with products " "that have *Service* set as the *Product Type* on their product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:61 msgid "" "To configure a service product, first navigate to :menuselection:`Sales app " "--> Products --> Products`. On the :guilabel:`Products` page, select the " "desired service product to be configured, or click :guilabel:`New` to create" " a new product." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:65 msgid "" "From the product form, in the :guilabel:`General Information` tab, set the " ":guilabel:`Product Type` to :guilabel:`Service`. Then, open the drop-down " "menu in the :guilabel:`Invoicing Policy` field, and select :guilabel:`Based " "on Timesheets`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:69 msgid "" "Next, from the :guilabel:`Create on Order` drop-down menu, select " ":guilabel:`Project \\& Task`. That setting indicates that, when a sales " "order is created with this specific service product, a new project and task " "is created in the *Project* app." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "The correct settings for Invoicing Policy and Create on Order fields for " "service product." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:78 msgid "" "The option :guilabel:`Task` can be chosen instead from the :guilabel:`Create" " on Order` drop-down menu. If :guilabel:`Task` is chosen, select an existing" " project that the task will appear in from :guilabel:`Project` field, which " "only appears if :guilabel:`Task` is chosen in the :guilabel:`Create on " "Order` field." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:86 msgid "" "After properly configuring a service product with the correct *Invoicing " "Policy* and *Create on Order* options, it is possible to add time spent to a" " sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:89 msgid "" "To see that in action, navigate to :menuselection:`Sales app --> New` to " "open a blank quotation form. Then, proceed to add a :guilabel:`Customer`, " "and in the :guilabel:`Order Lines` tab, click :guilabel:`Add a product`, and" " select the properly :ref:`configured service product " "` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:96 msgid "" "After confirming the sales order, two smart buttons appear at the top of the" " order form: :guilabel:`Projects` and :guilabel:`Tasks`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How the Projects and Tasks smart buttons look on a Sales Order in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:103 msgid "" "If the :guilabel:`Projects` smart button is clicked, it reveals the specific" " project related to this sales order. If the :guilabel:`Tasks` smart button " "is clicked, it reveals the specific project task related to this sales " "order. Both are also accessible in the *Project* app." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:107 msgid "" "In order to add time spent on a sales order, click the :guilabel:`Tasks` " "smart button." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:109 msgid "" "On the task form, select the :guilabel:`Timesheets` tab. From the " ":guilabel:`Timesheets` tab, employees can be assigned to work on the " "project, and the time they spend working on the task can be added by the " "employees or by the person who created the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:113 msgid "" "To add an employee, and the time spent working on the task, click " ":guilabel:`Add a line` in the :guilabel:`Timesheets` tab. Then, select the " "appropriate :guilabel:`Date` and :guilabel:`Employee`. There is also the " "option to add a brief description of the work done during this time in the " ":guilabel:`Description` column, but it's not required." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:118 msgid "" "Lastly, enter the amount of time worked on the task in the :guilabel:`Hours " "Spent` column, and click away to complete that line in the " ":guilabel:`Timesheets` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:122 msgid "" "The time entered in the :guilabel:`Hours Spent` column is immediately " "reflected in the :guilabel:`Allocated Time` field (located near the top of " "the task form) as a percentage, which reflects how much of the total " "allocated work hours have been done so far." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:126 msgid "" "That same information is found as numerical hours in the :guilabel:`Hours " "Spent` and :guilabel:`Remaining Hours` fields, located at the bottom of the " ":guilabel:`Timesheets` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "How the Timesheets tab appears on a task form in Odoo Sales and Odoo " "Project." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:133 msgid "" "Repeat this process for however many employees and hours have been worked on" " the project." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:138 msgid "" "Once all the necessary employees and time spent have been added to the " "project task, return to the sales order to invoice the customer for those " "hours. To do that, either click the :guilabel:`Sales Order` smart button at " "the top of the task form, or return to the sales order via the breadcrumb " "links, located in the upper-left of the screen." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:143 msgid "" "Back on the sales order form, the time that was added to the task is " "reflected in the :guilabel:`Order Lines` tab (in the :guilabel:`Delivered` " "column) and in the new :guilabel:`Recorded Hours` smart button at the top of" " the sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:147 msgid "" "To invoice the customer for time spent on the project, click " ":guilabel:`Create Invoice`, and select :guilabel:`Regular invoice` from the " ":guilabel:`Create invoices` pop-up window. Then, click :guilabel:`Create " "Draft Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:151 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft`, clearly showing all " "the work that's been done in the :guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:155 msgid "" "Pay attention to the :guilabel:`Analytic Distribution` column in the " ":guilabel:`Customer Invoice`, as that information is necessary to ensure " "other time/material invoicing tasks are completed properly and accurately." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "" "Click :guilabel:`Confirm` to confirm the invoice and continue with the " "invoicing process." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "Spesenkonfiguration" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:171 msgid "" "In order to track and invoice expenses related to a sales order, the Odoo " "*Expenses* app **must** be installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:174 msgid "" "To install the *Expenses* app, navigate to :menuselection:`Odoo main " "dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Expenses` app block, and click :guilabel:`Activate`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:178 msgid "" "The page automatically refreshes and returns to the main Odoo dashboard, " "where the :guilabel:`Expenses` app is now available to access." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:184 msgid "Add expenses to sales order" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:186 msgid "" "To add an expense to a sales order, first navigate to the " ":menuselection:`Expenses` app. Then, from the main *Expenses* dashboard, " "click :guilabel:`New`, which reveals a blank expense form." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:189 msgid "" "On the expense form, add a :guilabel:`Description` of the expense (e.g. " "`Hotel Stay`, `Plane Ticket`). Next, in the :guilabel:`Category` field, " "select the appropriate option from the drop-down menu (e.g. " ":guilabel:`Meals`, :guilabel:`Miles`, :guilabel:`Travel \\& Accommodation`)." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:194 msgid "" "Expense categories can be added and modified by navigating to " ":menuselection:`Expenses app --> Configuration --> Expense Categories`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:197 msgid "" "Then, enter the total amount of the expense in the :guilabel:`Total` field, " "as well as any :guilabel:`Included Taxes` that may apply. Next, ensure that " "the correct :guilabel:`Employee` is selected, and designate who paid for the" " expense in the :guilabel:`Paid By` field: the :guilabel:`Employee (to " "reimburse)` or the :guilabel:`Company`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:202 msgid "" "Next, in the :guilabel:`Customer to Reinvoice` field, select the appropriate" " sales order from the drop-down menu. Then, select that same sales order " "information from the :guilabel:`Analytic Distribution` field, as well." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:207 msgid "" "The :guilabel:`Analytic Distribution` field will **only** have the " "corresponding sales order as an option if the sales order contains a service" " product that is billed based on *Timesheets*, *Milestones*, or *Delivered " "Quantities*." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to properly fill out an expense form that's attached to a sales order in" " Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:215 msgid "" "If there are any receipts that should be uploaded and attached to the " "expense, click the :guilabel:`Attach Receipt` button, and upload the " "necessary documents to the expense. This is **not** required, but it may " "affect whether or not an expense is approved." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:219 msgid "" "When all the information has been entered, click :guilabel:`Create Report` " "to create an expense report detailing all the expense information that was " "just entered." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "How an Expense Report Summary looks in Odoo Expenses." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:226 msgid "" "Then, there's the option to :guilabel:`Submit to Manager` for approval. Once" " approved, the :guilabel:`Report in Next Payslip` appears." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:229 msgid "" "To showcase a complete flow in this example, select :guilabel:`Submit to " "Manager`. Then, the manager would click :guilabel:`Approve` to approve this " "expense, and click :guilabel:`Post Journal Entries` to post this expense to " "the accounting journal." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:234 msgid "Invoice expenses" msgstr "Auslagen in Rechnung stellen" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:236 msgid "" "To invoice a customer for an :ref:`expense on a sales order " "`, navigate to the related sales " "order, either from the :menuselection:`Sales` app or from the expense report" " in the :menuselection:`Expenses` app. From the expense report, click the " ":guilabel:`Sales Orders` smart button at the top of the page." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:241 msgid "" "If the expense report was linked to the sales order, the newly-configured " "expense now has its own line in the :guilabel:`Order Lines` tab, and can be " "invoiced to the customer." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "An expense appearing on Order Lines tab of a Sales Order in Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:248 msgid "" "To invoice the customer for the expense on the sales order, click " ":guilabel:`Create Invoice`, select :guilabel:`Regular Invoice` from the " ":guilabel:`Create invoices` pop-up window, then click :guilabel:`Create " "Draft Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:252 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` for the expense. Then," " the invoicing process can be completed as usual." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Sample customer invoice for an expense generated from a sales order in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:262 msgid "" "In order to invoice a customer for purchases made on a sales order, the " "*Purchase* application **must** be installed." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:265 msgid "" "To install the *Purchase* application, navigate to :menuselection:`Odoo main" " dashboard --> Apps`. Then, on the :guilabel:`Apps` page, locate the " ":guilabel:`Purchase` app block, and click :guilabel:`Activate`. The page " "automatically refreshes and returns to the main Odoo dashboard, where the " ":guilabel:`Purchase` app is now available to access." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:275 msgid "" "To add a purchase to a sales order, a purchase order must first be created. " "To create a purchase order, navigate to :menuselection:`Purchase app --> " "New` to reveal a blank purchase order form." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:278 msgid "" "First, add a :guilabel:`Vendor` to the purchase order. Then, under the " ":guilabel:`Products` tab, click the :guilabel:`extra column options` drop-" "down menu, represented by two horizontal lines with dots on them, located to" " the far-right of the column headers. From that drop-down menu, select " ":guilabel:`Analytic Distribution`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to add analytic distribution column on purchase order form in Odoo " "Purchase." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:287 msgid "" "After adding the :guilabel:`Analytic Distribution` column to the headers on " "the :guilabel:`Products` tab of the purchase order form, proceed to add the " "product(s) to the purchase order. To do that, click :guilabel:`Add a " "product`, and select the desired product from the drop-down menu. Repeat for" " all the products to add." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:293 msgid "" "In order for a purchase to be properly invoiced on a sales order, the " "product on the purchase order **must** be marked as :guilabel:`Can be " "Expensed`, have an :guilabel:`Invoicing Policy` set to :guilabel:`Delivered " "quantities`, and have the :guilabel:`At cost` option selected in the " ":guilabel:`Re-Invoice Expenses` field on its product form." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "" "Product settings for a purchase order to be invoiced on a sales order in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:302 msgid "" "Then, select the appropriate :guilabel:`Analytic Distribution` associated " "with the sales order to which this purchase order is related. To do that, " "click the empty :guilabel:`Analytic Distribution` field to reveal an " ":guilabel:`Analytic` pop-up window." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:306 msgid "" "Then, from the :guilabel:`Departments` drop-down menu, select the analytic " "distribution associated with the desired sales order to be invoiced for the " "purchase." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to select the Analytic Distribution department from a purchase order in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:313 msgid "" "Once all the information is entered in the :guilabel:`Products` tab of the " "purchase order, confirm the order by clicking :guilabel:`Confirm Order`. " "Then, click :guilabel:`Receive Products` when the products have been " "received. This creates a receipt form." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:318 msgid "" "If any serial/lot numbers must be entered before validating the receipt of " "products, then on the receipt form, click the :guilabel:`details` icon " "represented by four horizontal lines located to the far-right of the product" " line." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:322 msgid "" "This reveals a :guilabel:`Detailed Operations` tab, in which the necessary " ":guilabel:`Lot/Serial Number(s)` and :guilabel:`Done` quantity can be added." " When ready, click :guilabel:`Confirm` to confirm the data." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:326 msgid "Then, click :guilabel:`Validate` to validate the purchase order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:328 msgid "" "Next, return to the purchase order, via the breadcrumb links at the top of " "the page, and click :guilabel:`Create Bill` to create a vendor bill that can" " be invoiced to the customer on the attached sales order." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Vendor bill draft for a purchase order to be invoiced to a customer in Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:337 msgid "" "Make sure to enter a :guilabel:`Bill Date` on the :guilabel:`Vendor Bill " "Draft` before confirming. If a :guilabel:`Bill Date` is *not* entered, an " "error window appears, requesting that information to be entered before " "confirmation can occur." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:341 msgid "" "Then, click :guilabel:`Confirm` to confirm the vendor bill, which is then " "automatically added to the sales order, where it can be invoiced directly to" " the customer attached to it." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:347 msgid "" "To invoice a customer for a purchase on a sales order, first :ref:`add the " "purchase to the sales order `, " "then navigate to the desired sales order in the :menuselection:`Sales` app." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:351 msgid "" "On the sales order that was attached to the purchase order, the purchased " "product now has its own product line under the :guilabel:`Order Lines` tab, " "and it is ready to be invoiced." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Purchase order product on sales order to be invoiced to customer via Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:358 msgid "" "To invoice the customer for the purchase, simply click :guilabel:`Create " "Invoice`, select :guilabel:`Regular Invoice` from the :guilabel:`Create " "invoices` pop-up window, then click :guilabel:`Create Draft Invoice`." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:362 msgid "" "Doing so reveals a :guilabel:`Customer Invoice Draft` with the newly-added " "purchase order product in the :guilabel:`Invoice Lines` tab." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Customer invoice draft with purchase product attached to sales order in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/invoicing/time_materials.rst:369 msgid "" "To complete the invoicing process, click :guilabel:`Confirm` to confirm the " "invoice, and then click :guilabel:`Register Payment` in the " ":guilabel:`Register Payment` pop-up form." msgstr "" #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "Produkte & Preise" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3 msgid "Use eWallets and gift cards" msgstr "Elektronische Geldbörsen und Geschenkkarten verwenden" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:5 msgid "" "With Odoo, customers can use **eWallets** and **gift cards** for online and " "in-store shopping." msgstr "" "Mit Odoo können Kunden *E-Geldbörsen* und *Geschenkkarten* für Online- und " "Vor-Ort-Einkäufe verwenden." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:7 msgid "" "To enable eWallets and gift cards for eCommerce and Point of Sale (PoS), " "first enable :guilabel:`Discounts, Loyalty & Gift Card` under " ":menuselection:`Sales app --> Configuration --> Settings --> Pricing " "section`. Once enabled, go to :menuselection:`Sales app --> Products --> " "Gift cards & eWallet` and :guilabel:`Create` a new eWallet or gift card " "program." msgstr "" "Um E-Geldbörsen und Geschenkkarten für E-Commerce und Kassensystem zu " "aktivieren, aktivieren Sie zunächst :guilabel:`Rabatte, Treue & " "Geschenkkarten` unter :menuselection:`Verkauf --> Konfiguration --> " "Einstellungen --> Preiskalkulation`. Nach der Aktivierung gehen Sie zu " ":menuselection:`Verkauf --> Produkte --> Geschenkkarten & E-Geldbörse` und " "erstellen Sie ein :guilabel:`neues` E-Geldbörsen- oder " "Geschenkkartenprogramm." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "E-Geldbörsen" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:15 msgid "" "eWallets allow customers to save credits on their online account and use " "these credits as a payment method when buying items in an online store or a " "brick-and-mortar store. eWallets can also be used to centralize multiple " ":ref:`gift cards `." msgstr "" "E-Geldbörsen ermöglichen es Kunden, Guthaben auf ihrem Online-Konto zu " "speichern und diese Guthaben als Zahlungsmittel beim Kauf von Artikeln in " "einem Online-Shop oder einem Laden zu verwenden. E-Geldbörsen können auch " "verwendet werden, um mehrere :ref:`Geschenkkarten `" " zu zentralisieren." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:19 msgid "" "Before creating an eWallet program, it is necessary to create an eWallet " "**top-up** product. Top-ups are pre-defined digital credit values added to " "an eWallet in exchange for its equivalent in real currency. These credits " "can then be used as a payment method in the eCommerce shop or :abbr:`PoS " "(Point of Sale)`. Top-up values can be of different amounts." msgstr "" "Vor der Erstellung eines E-Geldbörsenprogramms müssen Sie ein Produkt zum " "**Aufladen** der E-Geldbörse erstellen. Aufladungen sind vordefinierte " "digitale Guthaben, die einer E-Geldbörse im Austausch gegen den Gegenwert in" " echter Währung hinzugefügt werden. Diese Guthaben können dann als " "Zahlungsmittel im E-Commerce-Shop oder im :abbr:`Kassensystem)` verwendet " "werden. Die Aufladebeträge können unterschiedlich hoch sein." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:25 msgid "" "A $50 top-up can be bought for $50, and adds that same amount of credits to " "the eWallet." msgstr "" "Eine 50-€-Aufladung kann für 50 € erworben werden und lädt die E-Geldbörse " "mit demselben Guthaben auf." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:27 msgid "" "To create a top-up product, go to :menuselection:`Sales app --> Products -->" " Products` and :guilabel:`Create` a new product. On the product template, " "configure the options as follows:" msgstr "" "Um ein Aufladeprodukt zu erstellen, gehen Sie zu :menuselection:`Verkauf -->" " Produkte --> Produkte` und erstellen Sie ein :guilabel:`neues` Produkt. In " "der Produktvorlage konfigurieren Sie die Optionen wie folgt:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:30 msgid "" ":guilabel:`Product Name`: enter a name for the top-up product (for example, " "`$50 Top-Up`)" msgstr "" ":guilabel:`Produktname`: Geben Sie einen Namen für das Aufladeprodukt ein " "(zum Beispiel `50-€-Aufladung`)." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:31 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:92 msgid ":guilabel:`Can be Sold`: enabled" msgstr ":guilabel:`Kann verkauft werden`: aktiviert" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:32 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:93 msgid ":guilabel:`Product Type`: select :guilabel:`Service`" msgstr ":guilabel:`Produktart`: Wählen Sie :guilabel:`Dienstleistung` aus." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:33 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:94 msgid ":guilabel:`Invoicing Policy`: select :guilabel:`Prepaid/Fixed Price`" msgstr "" ":guilabel:`Abrechnungspolitik`: Wählen Sie :guilabel:`Vorkasse/Festpreis` " "aus." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:34 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:95 msgid ":guilabel:`Create on Order`: select :guilabel:`Nothing`" msgstr ":guilabel:`Bei Auftrag erstellen`: Wählen Sie :guilabel:`Nichts` aus." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35 msgid ":guilabel:`Sales Price`: enter the amount of the top-up" msgstr ":guilabel:`Verkaufspreis`: Geben Sie den Aufladebetrag ein." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:38 msgid "" "In order to have eWallet top-ups of different amounts, create multiple top-" "up products and modify the :guilabel:`Sales Price` accordingly." msgstr "" "Um E-Geldbörsen-Aufladungen mit unterschiedlichen Beträgen zu haben, " "erstellen Sie mehrere Aufladeprodukte und ändern Sie den " ":guilabel:`Verkaufspreis` entsprechend." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:41 msgid "" "Once the top-up is created, go to :menuselection:`Sales app --> Products -->" " Gift cards & eWallet` to :guilabel:`Create` an eWallet program. The " "following configuration options are available:" msgstr "" "Sobald die Aufladung erstellt ist, gehen Sie zu :menuselection:`Verkauf --> " "Produkte --> Geschenkkarten & E-Geldbörse`, um ein :guilabel:`neues` " "E-Geldbörsenprogramm zu erstellen. Die folgenden Konfigurationsoptionen sind" " verfügbar:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44 msgid ":guilabel:`Program Name`: enter a name for the eWallet program" msgstr "" ":guilabel:`Programmname`: Geben Sie einen Namen für das E-Geldbörsenprogramm" " ein." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr ":guilabel:`Programmart`: Wählen Sie :guilabel:`E-Geldbörse` aus." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:46 msgid "" ":guilabel:`eWallet Products`: select the eWallet top-up created earlier. " "Repeat the process if you created top-ups of different amounts." msgstr "" ":guilabel:`E-Geldbörsen-Produkte`: Wählen Sie die zuvor erstellte " "E-Geldbörsenaufladung aus. Wiederholen Sie den Vorgang, wenn Sie Aufladungen" " mit unterschiedlichen Beträgen erstellt haben." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:48 msgid "" ":guilabel:`Email template`: select the email template used for the email " "sent to the customer. To create a new template, click on the field, select " ":guilabel:`Search More`, and then click :guilabel:`Create`." msgstr "" ":guilabel:`E-Mail-Vorlage`: Wählen Sie die E-Mail-Vorlage aus, die für die " "an den Kunden gesendete E-Mail verwendet wird. Um eine neue Vorlage zu " "erstellen, klicken Sie auf das Feld, wählen Sie :guilabel:`Mehr suchen` und " "klicken Sie dann auf :guilabel:`Erstellen`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid "" ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr "" ":guilabel:`Währung`: Wählen Sie die Währung für das E-Geldbörsenprogramm " "aus." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:52 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:115 msgid "" ":guilabel:`Company`: select the company for which the program is valid and " "available" msgstr "" ":guilabel:`Unternehmen`: Wählen Sie das Unternehmen aus, für das das " "Programm gültig und verfügbar ist." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:53 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:116 msgid "" ":guilabel:`Available On`: select the applications on which the program is " "valid and available" msgstr "" ":guilabel:`Verfügbar für`: Wählen Sie die Apps aus, für die das das Programm" " gültig und verfügbar ist." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:54 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:117 msgid "" ":guilabel:`Website`: select the website on which the program is valid and " "available. Leave this field empty to include all websites." msgstr "" ":guilabel:`Website`: Wählen Sie die Website aus, auf der das Programm gültig" " und verfügbar ist. Lassen Sie das Feld leer, um alle Websites " "einzuschließen." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:56 #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:119 msgid "" ":guilabel:`Point of Sale`: select the :abbr:`PoS (Point of Sale)` in which " "the program is valid and available. Leave this field empty to include all " ":abbr:`PoS (Point of Sale)`." msgstr "" ":guilabel:`Kassensystem`: Wählen Sie das Kassensystem aus, in dem das " "Programm gültig und verfügbar ist. Lassen Sie das Feld leer, um alle " "Kassensysteme einzuschließen." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallet program configuration page" msgstr "Konfigurationsseite für E-Geldbörsenprogramme" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:63 msgid "" "Once the program is configured, click the :guilabel:`Generate eWallet` " "button in the upper-left corner to generate eWallets. eWallets can be " "generated based on :guilabel:`Customers` and/or :guilabel:`Customer Tags`. " "The quantity is automatically adapted according to the :guilabel:`Customers`" " and :guilabel:`Customer Tags` selected. Then, set the :guilabel:`eWallet " "value`. Finally, set the :guilabel:`Valid Until` period if applicable." msgstr "" "Sobald das Programm konfiguriert ist, klicken Sie auf die Schaltfläche " ":guilabel:`E-Geldbörse generieren` in der oberen linken Ecke, um " "E-Geldbörsen zu generieren. E-Geldbörsen können auf der Grundlage von " ":guilabel:`Kunden` und/oder :guilabel:`Kunden-Stichwörtern` erstellt werden." " Die Menge wird automatisch an die ausgewählten :guilabel:`Kunden` und " ":guilabel:`Kunden-Stichwörter` angepasst. Legen Sie dann den " ":guilabel:`E-Geldbörsewert` fest. Legen Sie schließlich den Zeitraum " ":guilabel:`Gültig bis` fest, falls zutreffend." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:69 msgid "" "Generated eWallets can be accessed through the :guilabel:`eWallets` smart " "button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the eWallets via email or a URL link." msgstr "" "Über die intelligente Schaltfläche :guilabel:`E-Geldbörsen` in der oberen " "rechten Ecke können Sie auf die E-Geldbörsen zugreifen. Von dort aus können " "Sie die E-Geldbörsen per E-Mail oder über einen URL-Link :guilabel:`Senden` " "oder :guilabel:`Teilen`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallets send and share buttons" msgstr "Schaltflächen zum Senden und Teilen von E-Geldbörsen" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:76 msgid "" "Click on an eWallet to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of an " "eWallet *cannot* be changed, deleted, or duplicated." msgstr "" "Klicken Sie auf eine E-Geldbörse, um das :guilabel:`Ablaufdatum`, den " ":guilabel:`Partner` oder den :guilabel:`Saldo` zu ändern. Der " ":guilabel:`Code` einer E-Geldbörse kann *nicht* geändert, gelöscht oder " "dupliziert werden." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82 msgid "Gift cards" msgstr "Geschenkkarten" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:84 msgid "" "Gift cards can be purchased by customers, and in turn used as a payment " "method upon checkout at an eCommerce shop or :abbr:`PoS (Point of Sale)`." msgstr "" "Geschenkkarten können von Kunden gekauft und als Zahlungsmittel an der Kasse" " eines E-Commerce-Shops oder im Kassensystem verwendet werden." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:87 msgid "" "Before creating a new gift card program, it is necessary to first create " "gift cards as products. To do so, go to :menuselection:`Sales app --> " "Products --> Products` and :guilabel:`Create` a product. On the product " "template, configure the options as follows:" msgstr "" "Vor der Erstellung eines neuen Geschenkkartenprogramms ist es notwendig, die" " Geschenkkarten zuerst als Produkt zu erstellen. Gehen Sie dazu zu " ":menuselection:`Verkauf --> Produkte --> Produkte` und erstellen Sie ein " ":guilabel:`neues` Produkt. In der Produktvorlage konfigurieren Sie die " "Optionen wie folgt:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr "" ":guilabel:`Produktname`: Geben Sie einen Namen für das " "Geschenkkartenprogramm ein." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr ":guilabel:`Verkaufspreis`: Geben Sie den Geschenkbetrag ein." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:99 msgid "" "In order to have gift cards of different amounts, create multiple gift card " "products and modify the :guilabel:`Sales Price` accordingly." msgstr "" "Um Geschenkkarten mit unterschiedlichen Beträgen zu haben, erstellen Sie " "mehrere Geschenkkartenprodukte und ändern Sie den :guilabel:`Verkaufspreis` " "entsprechend." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:102 msgid "" "Once the gift card product is created, go to :menuselection:`Sales app --> " "Products --> Gift cards & eWallet` to :guilabel:`Create` a gift card " "program. The following configuration options are available:" msgstr "" "Sobald das Geschenkkarten-Produkt erstellt ist, gehen Sie zu " ":menuselection:`Verkauf --> Produkte --> Geschenkkarten & E-Geldbörse`, um " "ein :guilabel:`neues` Geschenkkartenprogramm zu erstellen. Die folgenden " "Konfigurationsoptionen sind verfügbar:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106 msgid ":guilabel:`Program Name`: enter a name for the gift card program" msgstr "" ":guilabel:`Programmname`: Geben Sie einen Namen für das " "Geschenkkartenprogramm ein." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr ":guilabel:`Programmart`: Wählen Sie :guilabel:`Geschenkkarte` aus." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:108 msgid "" ":guilabel:`Gift Card Products`: select the gift card product created " "earlier. Repeat the process if you created gift card products of different " "amounts." msgstr "" ":guilabel:`Geschenkkarten-Produkte`: Wählen Sie das zuvor erstellte " "Geschenkkarten-Produkt aus. Wiederholen Sie den Vorgang, wenn Sie " "Geschenkkarten-Produkte mit unterschiedlichen Beträgen erstellt haben." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:110 msgid "" ":guilabel:`Email template`: select the default :guilabel:`Gift Card: Gift " "Card Information` template, or create a new template by clicking on the " "field, selecting :guilabel:`Search More`, and then clicking " ":guilabel:`Create`." msgstr "" ":guilabel:`E-Mail-Vorlage`: Wählen Sie die Standardvorlage " ":guilabel:`Geschenkkarte: Informationen zur Geschenkkarte` aus oder " "erstellen Sie eine neue Vorlage, indem Sie auf das Feld klicken, " ":guilabel:`Mehr suchen` auswählen und dann auf :guilabel:`Erstellen` " "klicken." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr ":guilabel:`Druckdokument`: Wählen Sie :guilabel:`Geschenkkarte` aus." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:114 msgid "" ":guilabel:`Currency`: select the currency to use for the gift card program" msgstr "" ":guilabel:`Währung`: Wählen Sie die Währung für das Geschenkkartenprogramm " "aus." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift card program configuration page" msgstr "Konfigurationsseite für Geschenkkartenprogramme" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:126 msgid "" "Once the program is configured, click the :guilabel:`Generate Gift Cards` " "button in the upper-left corner to generate gift cards. Gift cards can be " "generated either for :guilabel:`Anonymous Customers` or :guilabel:`Selected " "Customers`. Set the :guilabel:`Quantity to generate` for " ":guilabel:`Anonymous Customers`, or select the :guilabel:`Customers` and/or " ":guilabel:`Customer Tags` for :guilabel:`Selected Customers`. Then, set the " ":guilabel:`Gift Card value`. Finally, set the :guilabel:`Valid Until` period" " if applicable." msgstr "" "Sobald das Programm konfiguriert ist, klicken Sie auf die Schaltfläche " ":guilabel:`Geschenkkarten generieren` in der oberen linken Ecke, um " "Geschenkkarten zu generieren. Geschenkkarten können entweder von " ":guilabel:`Anonymen Kunden` oder :guilabel:`Ausgewählten Kunden` erstellt " "werden. Legen Sie die :guilabel:`Zu generierende Menge` für " ":guilabel:`Anonyme Kunden` fest, oder wählen Sie die :guilabel:`Kunden` " "und/oder :guilabel:`Kunden-Stichwörter` für :guilabel:`Ausgewählte Kunden`. " "Legen Sie dann den :guilabel:`Geschenkkartenwert` fest. Legen Sie " "schließlich den Zeitraum :guilabel:`Gültig bis` fest, falls zutreffend." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:133 msgid "" "Generated gift cards can be accessed through the :guilabel:`Gift Cards` " "smart button in the upper-right corner. From there, :guilabel:`Send` or " ":guilabel:`Share` the gift cards via email or a URL link." msgstr "" "Über die intelligente Schaltfläche :guilabel:`Geschenkkarten` in der oberen " "rechten Ecke können Sie auf die Geschenkkarten zugreifen. Von dort aus " "können Sie die Geschenkkarten per E-Mail oder über einen URL-Link " ":guilabel:`Senden` oder :guilabel:`Teilen`" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift cards send and share buttons" msgstr "Schaltflächen zum Senden und Teilen von Geschenkkarten" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:141 msgid "" "Click on a gift card to change the :guilabel:`Expiration Date`, " ":guilabel:`Partner`, or :guilabel:`Balance`. The :guilabel:`Code` of a gift " "card *cannot* be changed, deleted, or duplicated." msgstr "" "Klicken Sie auf eine Geschenkkarte, um das :guilabel:`Ablaufdatum`, den " ":guilabel:`Partner` oder den :guilabel:`Saldo` zu ändern. Der " ":guilabel:`Code` einer Geschenkkarten kann *nicht* geändert, gelöscht oder " "dupliziert werden." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "Rabatt- und Treueprogramme" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:5 msgid "" "The Odoo *Sales*, *eCommerce*, and *Point of Sale* applications allow users " "to create discount and loyalty programs that customers can use for online " "and in-store shopping. These programs offer more varied, public, and time-" "sensitive pricing options than :doc:`pricelists " "`." msgstr "" "Mit den Odoo-Apps *Verkauf*, *E-Commerce* und *Kassensystem* können Sie " "Rabatt- und Treueprogramme erstellen, die Kunden beim Online- und " "Ladeneinkauf nutzen können. Diese Programme bieten öffentliche und " "zeitabhängige Preisoptionen, die vielfältiger als :doc:`Preislisten " "` sind." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "Die Einstellungen konfigurieren" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:13 msgid "" "To begin using discount and loyalty programs, navigate to " ":menuselection:`Sales --> Configuration --> Settings`. Under the " ":guilabel:`Pricing` heading, activate the :guilabel:`Discounts, Loyalty & " "Gift Card` setting by checking the box next to the feature. Finally, click " ":guilabel:`Save` to save the changes." msgstr "" "Um mit der Nutzung von Rabatt- und Treueprogrammen zu beginnen, navigieren " "Sie zu :menuselection:`Verkauf --> Konfiguration --> Einstellungen`. " "Aktivieren Sie unter der Überschrift :guilabel:`Preiskalkulation` die " "Einstellung :guilabel:`Rabatte, Treue & Geschenkkarten`, indem Sie das " "Kästchen neben der Funktion anklicken. Klicken Sie abschließend auf " ":guilabel:`Speichern`, um die Änderungen zu speichern." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "Rabatt- und Treueprogramme konfigurieren" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:21 msgid "" "To create discount and loyalty programs, go to :menuselection:`Sales --> " "Products --> Discount & Loyalty`." msgstr "" "Um Rabatt- und Treueprogramme zu erstellen, gehen Sie zu " ":menuselection:`Verkauf --> Produkte --> Rabatt & Treue`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:24 msgid "" "If no discount or loyalty programs have been created yet, Odoo provides a " "choice of templates to help create the first program. Choose one of the " "template cards, or click :guilabel:`New` to create a new program from " "scratch." msgstr "" "Wenn noch keine Rabatt- oder Treueprogramme erstellt wurden, bietet Odoo " "eine Auswahl an Vorlagen, die Ihnen bei der Erstellung des ersten Programms " "helfen. Wählen Sie eine der Vorlagenkarten oder klicken Sie auf " ":guilabel:`Neu`, um ein neues Programm von Grund auf zu erstellen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:28 msgid "" "Or, if there are already existing programs, select an existing program to " "edit it." msgstr "" "Oder, wenn bereits Programme vorhanden sind, wählen Sie ein bestehendes " "Programm, um es zu bearbeiten." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Discount and loyalty program template cards." msgstr "Vorlagenkarten für Rabatt- und Treueprogramme" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:35 msgid "" "Templates only appear when no programs have been created, and they disappear" " once the first program is created." msgstr "" "Vorlagen erscheinen nur, wenn noch keine Programme erstellt wurden, und sie " "verschwinden, sobald das erste Programm erstellt wurde." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38 msgid "Creating or editing a program opens the program form." msgstr "" "Das Erstellen oder Bearbeiten eines Programms öffnet das Programmformular." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:40 msgid "The program form contains the following options:" msgstr "Das Programmformular enthält die folgenden Optionen:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:42 msgid "" ":guilabel:`Program Name`: Enter the name of the program. The program name is" " *not* visible to the customer." msgstr "" ":guilabel:`Programmname`: Geben Sie den Namen des Programms ein. Der " "Programmname ist für den Kunden *nicht* sichtbar." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44 msgid "" ":guilabel:`Program Type`: Select the desired :ref:`program type " "`." msgstr "" ":guilabel:`Programmart`: Wählen Sie die gewünschte :ref:`Programmart " "` aus." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 msgid ":guilabel:`Currency`: Select the currency used for the program." msgstr ":guilabel:`Währung`: Wählen Sie die Währung für das Programm aus." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:47 msgid "" ":guilabel:`Points Unit`: Enter the name of the points used for the " ":guilabel:`Loyalty Cards` program (e.g. `Loyalty Points`). The points unit " "name *is* visible to the customer. This field is only available when the " ":guilabel:`Program Type` is set to :guilabel:`Loyalty Cards`." msgstr "" ":guilabel:`Punkteeinheit`: Geben Sie den Namen der Punkte ein, die für das " ":guilabel:`Treuekarten`-Programm verwendet wird (z. B. `Treuepunkte`). Der " "Name der Punkteeinheit ist für den Kunden *sichtbar*. Dieses Feld ist nur " "verfügbar, wenn die :guilabel:`Programmart` auf :guilabel:`Treuekarten` " "eingestellt ist." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:50 msgid "" ":guilabel:`Validity`: Select the date until which the program is valid. " "Leave this field blank for no end date, meaning the program is always valid " "and does not expire." msgstr "" ":guilabel:`Gültigkeit`: Wählen Sie das Datum, bis zu dem das Programm gültig" " ist. Lassen Sie dieses Feld leer, wenn es kein Enddatum gibt, d. h. das " "Programm ist immer gültig und läuft nicht ab." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:52 msgid "" ":guilabel:`Limit Usage`: Check this box and enter a number to limit the " "number of times the program can be used during the :guilabel:`Validity` " "period." msgstr "" ":guilabel:`Nutzung begrenzen`: Kreuzen Sie dieses Kästchen an und geben Sie " "eine Zahl ein, um die Anzahl der Verwendungen des Programms während der " ":guilabel:`Gültigkeit` zu begrenzen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:54 msgid "" ":guilabel:`Company`: In the case of multiple companies, choose the company " "for which the program is available." msgstr "" ":guilabel:`Unternehmen`: Wenn Sie mehrere Unternehmen haben, wählen Sie das " "Unternehmen, für das das Programm verfügbar ist." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:56 msgid "" ":guilabel:`Available On`: Select the app(s) on which the program is " "available." msgstr "" ":guilabel:`Verfügbar für`: Wählen Sie die App(s) aus, für die das das " "Programm verfügbar ist." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:57 msgid "" ":guilabel:`Website`: Select the website(s) on which the program is " "available. Leave this field blank to make it available on all websites." msgstr "" ":guilabel:`Website`: Wählen Sie die Website(s) aus, auf der das Programm " "verfügbar ist. Lassen Sie das Feld leer, damit es auf allen Websites " "verfügbar ist." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:59 msgid "" ":guilabel:`Point of Sale`: Select the point(s) of sale at which the program " "is available. Leave this field blank to make it available at all :abbr:`PoS " "(Point of Sale)`." msgstr "" ":guilabel:`Kassensystem`: Wählen Sie das/die Kassensystem(e) aus, in " "dem/denen das Programm verfügbar ist. Lassen Sie das Feld leer, damit es in " "allen Kassensystemen verfügbar ist." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program options on the loyalty program form." msgstr "Programmoptionen auf dem Formular für das Treueprogramm." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:67 msgid "" "The options available on the program form vary depending on the " ":ref:`Program Type ` selected." msgstr "" "Die auf dem Programmformular verfügbaren Optionen hängen von der gewählten " ":ref:`Programmart ` ab." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:70 msgid "" "All of the existing cards, codes, coupons, etc. that have been generated for" " the program are accessible through the smart button located in the upper-" "right corner of the form." msgstr "" "Alle vorhandenen Karten, Codes, Gutscheine usw., die für das Programm " "erstellt wurden, sind über die intelligente Schaltfläche in der oberen " "rechten Ecke des Formulars zugänglich." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program items smart button on the loyalty program form." msgstr "" "Intelligente Schaltfläche für Programmartikel auf dem Formular für das " "Treueprogramm." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:80 msgid "Program types" msgstr "Programmarten" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:82 msgid "" "The different :guilabel:`Program Types` available on the program form are:" msgstr "" "Die verschiedenen :guilabel:`Programmarten`, die auf dem Programmformular " "verfügbar sind, sind:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:84 msgid "" ":guilabel:`Coupons`: Generate and share single-use coupon codes that grant " "immediate access to rewards." msgstr "" ":guilabel:`Gutscheine`: Generieren und teilen Sie einmalige Gutscheincodes, " "die sofortige Prämien gewähren." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:86 msgid "" ":guilabel:`Next Order Coupons`: Generate and share single-use coupon codes " "that grant access to rewards on the customer's next order." msgstr "" ":guilabel:`Gutscheine für nächsten Einkauf`: Generieren und teilen Sie " "einmalige Gutscheincodes, die Prämien für den nächsten Auftrag des Kunden " "gewähren." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:88 msgid "" ":guilabel:`Loyalty Cards`: When making purchases, the customer accumulates " "points to exchange for rewards on future orders." msgstr "" ":guilabel:`Treuekarten`: Beim Einkaufen sammelt der Kunde Punkte, die er bei" " zukünftigen Einkäufen gegen Belohnungen eintauschen kann." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:90 msgid "" ":guilabel:`Promotions`: Set conditional rules for ordering products, which, " "when fulfilled, grant access to rewards for the customer." msgstr "" ":guilabel:`Werbeaktionen`: Legen Sie bedingte Regeln für die Bestellung von " "Produkten fest, die, wenn sie erfüllt werden, dem Kunden Belohnungen " "gewähren." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:92 msgid "" ":guilabel:`Discount Code`: Set codes which, when entered upon checkout, " "grant discounts to the customer." msgstr "" ":guilabel:`Rabattcode`: Legen Sie Codes fest, die, wenn sie beim " "Kassiervorgang eingegeben werden, dem Kunden Rabatte gewähren." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:94 msgid "" ":guilabel:`Buy X Get Y`: For every X item bought, the customer is granted 1 " "credit. After accumulating a specified amount of credits, the customer can " "trade them in to receive Y item." msgstr "" ":guilabel:`X Kaufen Y Erhalten`: Für jeden gekauften Artikel X erhält der " "Kunde 1 Guthaben. Nachdem der Kunde eine bestimmte Anzahl von Guthaben " "angesammelt hat, kann er sie gegen einen Artikel Y eintauschen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98 msgid "Conditional rules" msgstr "Bedingte Regel" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:100 msgid "" "Next, configure the :guilabel:`Conditional rules` that determine when the " "program applies to a customer's order." msgstr "" "Als nächstes konfigurieren Sie die :guilabel:`Bedingten Regeln`, die " "bestimmen, wann das Programm auf den Einkauf eines Kunden angewendet wird." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:103 msgid "" "In the :guilabel:`Rules & Rewards` tab, click :guilabel:`Add` next to " ":guilabel:`Conditional rules` to add *conditions* to the program. This " "reveals a :guilabel:`Create Conditional rules` pop-up window." msgstr "" "Klicken Sie im Reiter :guilabel:`Regeln & Belohnungen` neben " ":guilabel:`Bedingte Regeln` auf :guilabel:`Hinzufügen`, um dem Programm " "*Bedingungen* hinzuzufügen. Daraufhin öffnet sich ein Pop-up-Fenster " ":guilabel:`Bedingte Regeln erstellen`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rules & Rewards tab of the loyalty program form." msgstr "Reiter Regeln & Belohnungen auf dem Formular für das Treueprogramm." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:112 msgid "" "The options for :guilabel:`Conditional rules` vary depending on the selected" " :ref:`Program Type `." msgstr "" "Die Optionen für :guilabel:`Bedingte Regeln` hängen von der gewählten " ":ref:`Programmart ` ab." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:115 msgid "The following options are available for configuring conditional rules:" msgstr "" "Die folgenden Optionen stehen für die Konfiguration von bedingten Regeln zur" " Verfügung:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:117 msgid "" ":guilabel:`Discount Code`: Enter a custom code to be used for the " ":guilabel:`Discount Code` program, or use the default one generated by Odoo." " This field is only available when the :guilabel:`Program Type` is set to " ":guilabel:`Discount Code`." msgstr "" ":guilabel:`Rabattcode`: Geben Sie einen benutzerdefinierten Code ein, der " "für das Programm :guilabel:`Rabattcode` verwendet werden soll, oder " "verwenden Sie den Standardcode, der von Odoo generiert wird. Dieses Feld ist" " nur verfügbar, wenn die :guilabel:`Programmart` auf :guilabel:`Rabattcode` " "eingestellt ist." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:120 msgid "" ":guilabel:`Minimum Quantity`: Enter the minimum number of products that must" " be purchased in order to access the reward. Set the minimum quantity to at " "least `1` to ensure that the customer must make a purchase in order to " "access the reward." msgstr "" ":guilabel:`Mindestmenge`: Geben Sie die Mindestanzahl der Produkte an, die " "gekauft werden müssen, um die Belohnung zu erhalten. Setzen Sie die " "Mindestmenge auf mindestens `1`, um sicherzustellen, dass der Kunde einen " "Kauf tätigen muss, um die Belohnung zu erhalten." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:123 msgid "" ":guilabel:`Minimum Purchase`: Enter the minimum amount (in currency), with " ":guilabel:`tax Included` or :guilabel:`tax Excluded`, that must be spent in " "order to access the reward. If both a minimum quantity *and* minimum " "purchase amount are entered, then the customer's order must meet both " "conditions." msgstr "" ":guilabel:`Mindesteinkauf`: Geben Sie den Mindestbetrag (in Währung) ein, " "der ausgegeben werden muss, um die Belohnung zu erhalten (mit " ":guilabel:`Steuer inklusive` oder :guilabel:`Steuer exklusive`). Wenn sowohl" " eine Mindestmenge *als auch* ein Mindestkaufbetrag eingegeben werden, muss " "der Einkauf des Kunden beide Bedingungen erfüllen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:127 msgid "" ":guilabel:`Products`: Select the specific product(s) for which the program " "applies. Leave this field blank to apply it to all products." msgstr "" ":guilabel:`Produkte`: Wählen Sie das/die spezifische(n) Produkt(e), für " "das/die das Programm gilt. Lassen Sie dieses Feld leer, um es auf alle " "Produkte anzuwenden." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:129 msgid "" ":guilabel:`Categories`: Select the category of products for which the " "program applies. Choose :guilabel:`All` to apply it to all product " "categories." msgstr "" ":guilabel:`Kategorien`: Wählen Sie die Produktkategorie, für die das " "Programm gelten soll. Wählen Sie :guilabel:`Alle`, um es auf alle " "Produktkategorien anzuwenden." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:131 msgid "" ":guilabel:`Product Tag:` Select a tag to apply the program to products with " "that specific tag." msgstr "" ":guilabel:`Produkt-Stichwort:` Wählen Sie ein Stichwort, um das Programm auf" " Produkte mit diesem speziellen Stichwort anzuwenden." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:132 msgid "" ":guilabel:`Grant`: Enter the number of points the customer earns " ":guilabel:`per order`, :guilabel:`per currency spent`, or :guilabel:`per " "unit paid` (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get Y` " "programs)." msgstr "" ":guilabel:`Gewähren`: Geben Sie die Anzahl der Punkte ein, die der Kunde " ":guilabel:`pro Auftrag`, :guilabel:`je Ausgabe von` oder :guilabel:`pro " "bezahlter Einheit` (für die Programme :guilabel:`Treuekarten` und " ":guilabel:`X Kaufen Y Erhalten`) erhält." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "Conditional rules configuration window for a discount or loyalty program." msgstr "" "Konfigurationsfenster für bedingte Regeln für ein Rabatt- oder " "Treueprogramm." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:140 msgid "" "Click :guilabel:`Save & Close` to save the rule and close the pop-up window," " or click :guilabel:`Save & New` to save the rule and immediately create a " "new one." msgstr "" "Klicken Sie auf :guilabel:`Speichern & Schließen`, um die Regel zu speichern" " und das Pop-up-Fenster zu schließen, oder klicken Sie auf " ":guilabel:`Speichern & Neu`, um die Regel zu speichern und sofort eine neue " "Regel zu erstellen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:144 msgid "Rewards" msgstr "Belohnungen" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:146 msgid "" "In the :guilabel:`Rules & Rewards` tab of the program form, click " ":guilabel:`Add` next to :guilabel:`Rewards` to add *rewards* to the program." " This reveals a :guilabel:`Create Rewards` pop-up window." msgstr "" "Klicken Sie im Reiter :guilabel:`Regeln & Belohnungen` des Programmformulars" " neben :guilabel:`Belohnungen` auf :guilabel:`Hinzufügen`, um dem Programm " "*Belohnungen* hinzuzufügen. Daraufhin öffnet sich ein Pop-up-Fenster " ":guilabel:`Belohnungen erstellen`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:151 msgid "" "The options for :guilabel:`Rewards` vary depending on the selected " ":ref:`Program Type `." msgstr "" "Die Optionen für :guilabel:`Belohnungen` hängen von der gewählten " ":ref:`Programmart ` ab." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:154 msgid "The following options are available for configuring rewards:" msgstr "" "Die folgenden Optionen stehen für die Konfiguration von Belohnungen zur " "Verfügung:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:156 msgid "" ":guilabel:`Reward Type`: Select the reward type among :guilabel:`Free " "Product`, :guilabel:`Discount`, and :guilabel:`Free Shipping`. The other " "options for reward configuration depend on the :guilabel:`Reward Type` " "selected." msgstr "" ":guilabel:`Belohnungsart`: Wählen Sie die Belohnungsart aus: " ":guilabel:`Gratisprodukt`, :guilabel:`Rabatt` und :guilabel:`Kostenloser " "Versand`. Die anderen Optionen für die Belohnungskonfiguration hängen von " "der gewählten :guilabel:`Belohnungsart` ab." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:160 msgid ":guilabel:`Free Product`:" msgstr ":guilabel:`Gratisprodukt`" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:162 msgid "" ":guilabel:`Quantity Rewarded`: Select the number of free products rewarded " "to the customer." msgstr "" ":guilabel:`Belohnte Menge`: Wählen Sie die Anzahl der kostenlosen Produkte, " "die der Kunde erhält." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:163 msgid "" ":guilabel:`Product`: Select the product given for free as a reward. Only one" " product can be selected." msgstr "" ":guilabel:`Produkt`: Wählen Sie das Produkt, das Sie als Belohnung " "verschenken. Es kann nur ein Produkt ausgewählt werden." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:165 msgid "" ":guilabel:`Product Tag`: Select a tag to further specify the free product " "eligible for the reward." msgstr "" ":guilabel:`Produkt-Stichwort`: Wählen Sie ein Stichwort aus, um das " "kostenlose Produkt, das für die Belohnung in Frage kommt, näher zu " "spezifizieren." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:168 msgid ":guilabel:`Discount`:" msgstr ":guilabel:`Rabatt`:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:170 msgid "" ":guilabel:`Discount`: Enter the discounted amount in either " ":guilabel:`percentage`, :guilabel:`currency per point`, or " ":guilabel:`currency per order`. Then, select whether the discount applies to" " the entire :guilabel:`Order`, only the :guilabel:`Cheapest Product` on the " "order, or only :guilabel:`Specific Products`." msgstr "" ":guilabel:`Rabatt`: Geben Sie den rabattierten Betrag entweder in " ":guilabel:`Prozent`, :guilabel:`Währung pro Punkt` oder :guilabel:`Währung " "pro Auftrag` ein. Wählen Sie dann aus, ob der Rabatt für den gesamten " ":guilabel:`Auftrag`, nur für das :guilabel:`Günstigstes Produkt` des " "Auftrags oder nur für :guilabel:`Bestimmte Produkte` gelten soll." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:174 #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:179 msgid "" ":guilabel:`Max Discount`: Enter the maximum amount (in currency) that this " "reward may grant as a discount. Leave this field at `0` for no limit." msgstr "" ":guilabel:`Maximaler Rabatt`: Geben Sie den maximalen Betrag (in Währung) " "ein, den diese Belohnung als Rabatt gewähren kann. Lassen Sie dieses Feld " "auf `0`, wenn Sie keine Begrenzung wünschen." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:177 msgid ":guilabel:`Free Shipping`:" msgstr ":guilabel:`Kostenloser Versand`:" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:182 msgid "" ":guilabel:`In exchange of`: Enter the number of points required to exchange " "for the reward (for the :guilabel:`Loyalty Cards` and :guilabel:`Buy X Get " "Y` programs)." msgstr "" ":guilabel:`Im Austausch gegen`: Geben Sie die Anzahl der Punkte ein, die Sie" " für die Belohnung benötigen (für die Programme :guilabel:`Treuekarten` und " ":guilabel:`X Kaufen Y Erhalten`)." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:184 msgid "" ":guilabel:`Description on order`: Enter the description of the reward, which" " is displayed to the customer upon checkout." msgstr "" ":guilabel:`Beschreibung auf Auftrag`: Geben Sie hier die Beschreibung der " "Belohnung ein, die dem Kunden beim Kassiervorgang angezeigt wird." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rewards configuration window for a discount or loyalty program." msgstr "" "Konfigurationsfenster für Belohnungen für ein Rabatt- oder Treueprogramm." #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "Ihre Preise verwalten" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "Foreign currencies" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:5 msgid "" "With Odoo, pricelists can be used to manage prices in a number of foreign " "currencies. Specifically, Odoo has the ability to work with 167 total " "currencies." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:9 msgid "" "In order to use multiple currencies in Odoo *Sales*, the *Accounting* " "application **must** be installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:15 msgid "" "Once the *Accounting* app has been installed, foreign currencies can be " "added to the database. Navigate to :menuselection:`Accounting app --> " "Configuration --> Settings`, scroll to the :guilabel:`Currencies` section, " "and locate the :guilabel:`Main Currency` setting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How the main currency feature appears on settings page in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:23 msgid "" "Odoo automatically sets the main currency as the currency of the country the" " company is based in." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:25 msgid "" "To change the main currency of the company, select the drop-down menu in the" " :guilabel:`Currency` field, select the desired currency, and be sure to " ":guilabel:`Save` the changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:29 msgid "" "To ensure currency rates are updated automatically, enable the *automatic " "currency rates* feature on the *Accounting* settings page " "(:menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:37 msgid "" "Click the checkbox beside the :guilabel:`Automatic Currency Rates` feature, " "choose a designated bank to get the currency rates from in the " ":guilabel:`Service` field drop-down menu, and select an :guilabel:`Interval`" " of time for the updates to take place. Then determine when the date of the " ":guilabel:`Next Run` should be." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:42 msgid "" "To instantly update the currency rates, click the :guilabel:`🔁 (circular " "arrows)` icon, located to the right of the :guilabel:`Next Run` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45 msgid "" "When all configurations are complete, be sure to :guilabel:`Save` all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:48 msgid "" "All payment methods **must** be in the same currency as the sales journal, " "or the company currency, if the company currency is not set. If it is not " "the same, a :guilabel:`Validation Error` message appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53 msgid "View, edit, and add currencies" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:55 msgid "" "To view, edit, and add currencies to the database, making them available on " "pricelists and on the :guilabel:`Main Currency` drop-down menu, click the " ":guilabel:`Currencies` link, located beneath the :guilabel:`Currency` field " "on the :menuselection:`Accounting app --> Settings` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:59 msgid "" "When the :guilabel:`Currencies` link is clicked, a separate " ":guilabel:`Currencies` page is revealed." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How the main currencies page appears in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:65 msgid "" "On this page, Odoo provides a master list of 167 global currencies. Each row" " shows the corresponding :guilabel:`Currency`, :guilabel:`Symbol`, " ":guilabel:`Name`, date of the :guilabel:`Last Update`, and " ":guilabel:`Current Rate` (compared to the default currency of the country in" " which the company is based)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:70 msgid "" "To the far right, there are two columns, which can be toggled on or off:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:72 msgid "" ":guilabel:`Use on eBay`: this currency can be used with the connected eBay " "account (if applicable)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:74 msgid "" ":guilabel:`Active`: this currency is activated, which means it can be added " "to a pricelist, or used as the main currency of the company, if desired (via" " :menuselection:`Accounting app --> Configuration --> Settings --> " "Currencies section`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:79 msgid "" "By default, all the :guilabel:`Active` currency options are at the top of " "the list." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:82 msgid "" "It is recommended that *at least* one pricelist is created per " ":guilabel:`Active` currency. See :doc:`./pricing` to learn more about " "pricelist configuration." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:85 msgid "" "To toggle options on/off, click the toggle switch in the row for the " "corresponding column. When *on* the color of the switch is green. When " "*off*, the color of the switch is grey." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89 msgid "Currency detail form" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:91 msgid "" "To edit any currency on the :guilabel:`Currencies` page, click the desired " "currency to reveal the detail form for that specific currency, and proceed " "to make any necessary changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a currency detail form looks in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:98 msgid "" "On the currency detail form, the relevant currency code appears in the " ":guilabel:`Currency` field. Beneath that, the name for the currency is in " "the :guilabel:`Name` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:101 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle:" " *on* is indicated with a green switch, and *off* is indicated with a grey " "switch." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:104 msgid "" "On the right of the currency detail form, the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and :guilabel:`Currency Subunit` " "(e.g. `Cents`) can be found." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:107 msgid "" "If the currency is meant to be used for eBay purposes, toggle the " ":guilabel:`Use on eBay` option to the desired activation." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:110 msgid "" "Next, under the :guilabel:`Rates` tab, the various conversion rates can be " "viewed, added, or deleted. Each row shows the :guilabel:`Date` of that " "specific rate, the :guilabel:`Company` to which it is connected, followed by" " the :guilabel:`Unit per...` and :guilabel:`...per Unit`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:115 #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:166 msgid "" "The *...* in each of the last two columns represents the main currency set " "for the company. For example, if the main currency is set to `USD`, the " "columns are titled :guilabel:`Unit per USD` and :guilabel:`USD per Unit`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:119 msgid "" "To add a new rate, click :guilabel:`Add a line` in the :guilabel:`Rates` " "tab, and proceed to fill in the necessary information in the aforementioned " "columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:123 msgid "Main currency detail form" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:125 msgid "" "If the selected currency is the main currency of the company, a blue banner " "appears at the top of the currency detail form with the message: " ":guilabel:`This is your company's currency.`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a main currency detail form looks in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:132 msgid "" "All the fields are the same as a typical currency detail form, but there " "will **not** be a :guilabel:`Rates` tab because all other currency rates are" " based off the main currency of the company." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:137 msgid "Create new currency" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:139 msgid "" "If a desired currency isn't on the :guilabel:`Currencies` page, click the " ":guilabel:`New` button to open a blank currency template form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:143 msgid "" "The same :guilabel:`New` button is located in the upper-right corner of any " "currency detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a blank currency detail form looks in Odoo Accounting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:149 msgid "" "On the blank currency detail form, proceed to enter the desired currency " "code in the :guilabel:`Currency` field. Beneath that, enter the name for the" " currency in the :guilabel:`Name` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle " "switch." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:155 msgid "" "On the right of the currency detail form, enter the appropriate " ":guilabel:`Currency Unit` (e.g. `Dollars`) and appropriate " ":guilabel:`Currency Subunit` (e.g. `Cents`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:158 msgid "" "If the currency is meant to be used for eBay purposes, toggle the " ":guilabel:`Use on eBay` to the desired activation." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:161 msgid "" "Next, under the :guilabel:`Rates` tab, add a new rate by clicking " ":guilabel:`Add a line`. Then, proceed to confirm and adjust the " ":guilabel:`Date`, :guilabel:`Company`, :guilabel:`Unit per...`, and " ":guilabel:`...per Unit` fields to ensure all the auto-populated information " "is accurate." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:171 msgid "Currency-specific pricelists" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:173 msgid "" "It is recommended that *at least* one pricelist is created per active " "currency in the database. To create (or assign) a pricelist to a specific " "currency, start by navigating to :menuselection:`Sales app --> Products --> " "Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:177 msgid "" "From the :guilabel:`Pricelists` page, either select an existing pricelist to" " edit, or click :guilabel:`New` to create a new pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:180 msgid "" "On the pricelist detail form, for either a new or existing pricelist, adjust" " the :guilabel:`Currency` field as desired." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:184 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:187 msgid "Auto-conversion from public price" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:189 msgid "" "It should be noted that the public price seen on products is directly " "related to the main currency the company has set, which is configured by " "navigating to :menuselection:`Accounting app --> Configuration --> Settings " "--> Currencies section --> Main Currency --> Currency drop-down menu`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:193 msgid "" "The sales price automatically updates if the pricelist is changed to a " "different pricelist that has a different currency than the company's main " "currency. The change in price is directly related to the updated conversion " "rate for that currency." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198 msgid "Set product prices" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:200 msgid "" "In order to have product prices set in place to avoid any changes in " "currency rates, start by navigating to :menuselection:`Sales app --> " "Products --> Products`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:203 msgid "" "From the :guilabel:`Products` page, select the desired product to modify. " "Or, create a new product by clicking the :guilabel:`New` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:206 msgid "" "Then, on the product detail form, click the :guilabel:`Extra Prices` smart " "button, located in the upper-left corner. Doing so reveals a separate " ":guilabel:`Price Rules` page, specific to that particular product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How to set product prices based on foreign currency pricelists in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:214 msgid "" "Click :guilabel:`New`, and select the desired pricelist from the drop-down " "menu in the :guilabel:`Pricelist` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:217 msgid "" "The :guilabel:`Applied On` field is auto-populated with the product, so " "proceed to enter in the desired figures in the :guilabel:`Min. Quantity` and" " :guilabel:`Price` fields." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:221 msgid "" "The figure in the :guilabel:`Min. Quantity` field means the " ":guilabel:`Price` being set will **only** trigger if at least that amount of" " product is purchased." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:224 msgid "" "If necessary, configure a :guilabel:`Start Date` and :guilabel:`End Date` " "for the set prices. Leaving those columns blank ensures the set price will " "remain valid, regardless of the date of sale." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:227 msgid "" "If working in a multi-company environment, designate to which company this " "price rule should be applied in the :guilabel:`Company` field. Leaving that " "field blank ensures the price rule applies to all companies in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:231 msgid "" "With those configurations complete, regardless of any changes/updates in " "conversion, whenever those designated pricelists are applied to a customer " "trying to purchase this specific product, these pre-determined set prices " "appear." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:236 msgid ":doc:`./pricing`" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "Pricelists, discounts, and formulas" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:5 msgid "" "Odoo *Sales* has a useful pricelist feature that can be tailored to fit any " "unique pricing strategy." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:7 msgid "" "A *pricelist* is a list of prices (or price rules) that Odoo uses to " "determine the appropriate price for a customer. These pricelists can be set " "with specific criteria (such as time periods, minimum quantity sold, and " "more) in order to apply certain prices or discounts." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:11 msgid "" "Pricelists suggest certain prices, but they can always be overridden on the " "sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14 msgid "Pricing strategy options" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:16 msgid "" "To choose a pricing strategy, first navigate to :menuselection:`Sales app " "--> Configuration --> Settings`. In the :guilabel:`Pricing` section, click " "the checkbox next to the :guilabel:`Pricelists` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:20 msgid "" "Doing so reveals two additional options beneath it: :guilabel:`Multiple " "prices per product` and :guilabel:`Advanced price rules (discounts, " "formulas)`. A link labeled :guilabel:`Pricelists` also appears, which leads " "to a separate pricelists page, wherein pricelists can be created and/or " "modified." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:25 msgid "" ":guilabel:`Multiple prices per product`: provides the option to set several " "different prices per product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:27 msgid "" ":guilabel:`Advanced price rules (discounts, formulas)`: provides the option " "to create detailed price rules and apply discounts, margins, and roundings." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:34 msgid "" "After clicking the checkbox beside the :guilabel:`Pricelists` feature, " "select one of those two options, then click :guilabel:`Save` to save all " "changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:40 msgid "" "After activating and saving the :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " ":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on " "the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->" " Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:45 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:328 msgid "" "Either option reveals the :guilabel:`Pricelists` page, in which pricelists " "can be created and/or modified at any time." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:53 #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:267 msgid "" "The :guilabel:`Public Pricelist` is the default pricelist used with Odoo " "*Sales* and *eCommerce*." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:55 msgid "" "From the :guilabel:`Pricelists` page, either select the desired pricelist to" " edit, or click :guilabel:`New` to create a new pricelist, which reveals a " "blank pricelist form that can be configured in a number of different ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:63 msgid "" "When creating a new pricelist, start by adding a name for the pricelist at " "the top of the form, in the blank field. Next, select which " ":guilabel:`Currency` should be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:66 msgid "" "Then, if working in a multi-company environment, select which company this " "pricelist should apply to in the :guilabel:`Company` field. If this field is" " left blank, the pricelist is automatically applied to all companies in the " "database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 msgid "Price rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:73 msgid "" "The :guilabel:`Price Rules` tab functionality on a pricelist form varies " "depending on the :guilabel:`Pricelists` setting chosen: either " ":guilabel:`Multiple prices per product` or :guilabel:`Advanced price rules " "(discounts, formulas)`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:77 msgid "" "However, the :guilabel:`Time-based rules` tab and :guilabel:`Configuration` " "tab are always the same, regardless of the chosen :guilabel:`Pricelists` " "setting." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid "Price rules tab (multiple prices per product)" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:83 msgid "" "With the :guilabel:`Multiple prices per product` setting activated, the " ":guilabel:`Price Rules` tab on pricelist forms provides the option to add " "specific products, with a specific price, to a pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:87 msgid "" "To add a specific product and price to a pricelist form, click the " ":guilabel:`Price Rules` tab, then click :guilabel:`Add a line` in the " ":guilabel:`Products` column. Then, select the desired product for which a " "specific price should be applied." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:91 msgid "" "Next, if necessary, select a product variant under the :guilabel:`Variants` " "column (e.g. a specific product size, color, etc.). If no variants are " "selected, then this price will apply to all variants of the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:95 msgid "" "If a minimum amount of the product must be purchased in order to apply the " "specific price, enter the amount under the :guilabel:`Min. Quantity` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:98 msgid "" "To configure the price of the product for this specific pricelist, enter the" " desired amount under the :guilabel:`Price` column. Then, there is the " "option to add a :guilabel:`Start Date` and :guilabel:`End Date` to the " "configured product price, if desired." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:102 msgid "" "To add another product line, click :guilabel:`Add a line` again, and repeat " "the process. There is no limit to how many products can be added in the " ":guilabel:`Price Rules` tab of a pricelist form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:105 msgid "" "For more information, check out the following section: :ref:`Multiple prices" " per product `." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:109 msgid "Price rules tab (advanced price rules)" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:111 msgid "" "With the :guilabel:`Advanced price rules (discounts, formulas)` setting " "activated, the :guilabel:`Price Rules` tab on pricelist forms provides the " "option to configure detailed price rules based on formulas." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:115 msgid "" "Check out the :ref:`Advanced price rules (discounts, formulas) " "` section for detailed steps on how to add " "advanced price rules to a pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119 msgid "Time-based rules tab" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:121 msgid "" "Time-based rules are used specifically with :doc:`subscription products " "`. Be sure to check out the Odoo" " *Subscriptions* :doc:`documentation `." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:125 msgid "" "Under the :guilabel:`Time-based rules` tab, the same functionality of the " ":guilabel:`Price Rules` tab is present, with the only difference being that " "a repeating time period can be applied in the :guilabel:`Period` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:129 msgid "" "After a :guilabel:`Product` and potential :guilabel:`Variant` are selected " "in the :guilabel:`Time-based rules` tab, select the blank field in the " ":guilabel:`Period` column to reveal a drop-down menu of pre-designated " "recurrence periods (e.g. `Monthly`, `Quarterly`, `Weekly`, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:133 msgid "" "New recurrence periods can also be directly created from this column, by " "typing in the new name for the :guilabel:`Period` and then selecting " ":guilabel:`Create` to create the time period, which can be edited later. Or," " select :guilabel:`Create and edit...` to reveal a pop-up form, in which the" " new recurrence period can be directly configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Custom time period pop-up form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:142 msgid "" "From this :guilabel:`Create Period` pop-up form, add a :guilabel:`Name`, " ":guilabel:`Duration`, then a :guilabel:`Unit` (e.g. `Days`, `Weeks`, etc.). " "When finished, click :guilabel:`Save and Close`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:145 msgid "" "Lastly, add the desired price for this time-based rule in the " ":guilabel:`Price` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:148 msgid ":doc:`/applications/sales/subscriptions`" msgstr ":doc:`/applications/sales/subscriptions`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:151 msgid "Configuration tab" msgstr "Reiter „Konfiguration“" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:153 msgid "" "Under the :guilabel:`Configuration` tab, there are a few options that can " "further customize the pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Configuration tab on pricelist detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:160 msgid "" "From here, under the :guilabel:`Availability` section, in the " ":guilabel:`Country Groups` field, certain country groups can be added to the" " pricelist. There is no limit to how many country groups can be added in " "this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:165 msgid "" "If no country is set for a customer, Odoo takes the first pricelist without " "any country group." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:167 msgid "" "Under the :guilabel:`Website` section, there are a few options that can be " "configured. In the :guilabel:`Website` field, this pricelist can be applied " "to a specific website, if working in a multi-website environment. If left " "blank, the pricelist will be applied to all websites in the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:172 msgid "" "Click the :guilabel:`Selectable` checkbox to have this pricelist as a " "selectable option for customers to choose as they shop. If the " ":guilabel:`Selectable` box is left unchecked, customers **cannot** select " "this pricelist for themselves as they shop." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:176 msgid "" "Lastly, there is the option to add an :guilabel:`E-commerce Promotional " "Code`. To add a code, type in the desired promo code that, when entered " "during the checkout process, applies the pricelist to the customer, even if " "the customer does not fall into the previously-specified criteria." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:181 msgid "Show discount percentage to customers" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:183 msgid "" "With Odoo *Sales*, the option to show the public price *and* the computed " "discount percentage on the product catalog is available." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:186 msgid "" "To do that, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`, and in the :guilabel:`Pricing` section, click the checkbox next " "to the :guilabel:`Discounts` feature, and then click :guilabel:`Save` to " "save all changes." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:190 msgid "" "After activating the :guilabel:`Discounts` feature, navigate to the " "pricelists page, either by clicking the :guilabel:`Pricelists` link from the" " :guilabel:`Settings` page, or by going to :menuselection:`Sales app --> " "Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:194 msgid "" "On the :guilabel:`Pricelists` page, select the desired pricelist to edit. On" " the pricelist form, click into the :guilabel:`Configuration` tab. In the " ":guilabel:`Configuration` tab, at the bottom, a :guilabel:`Discounts` " "section is now available." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "" "What the discount options are on the configuration tab of a pricelist in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 msgid "The options available in this section are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:204 msgid "" ":guilabel:`Discount included in the price`: shows the customer only the " "final price with the discount already included." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:206 msgid "" ":guilabel:`Show public price & discount to the customer`: shows the customer" " the public price *and* the discount they're earning." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:210 msgid "Customer pricelist application" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:212 msgid "" "While the default pricelist applied to any customer is the :guilabel:`Public" " Pricelist`, Odoo provides the opportunity to directly apply a different " "pricelist to customers on their contact form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:215 msgid "" "To do that, open the desired customer's contact form, either by navigating " "to :menuselection:`Sales app --> Orders --> Customers` and selecting the " "customer from the main :guilabel:`Customers` page, or by clicking on the " "customer's name on a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:223 msgid "" "On the desired customer's contact form, under the :guilabel:`Sales & " "Purchase` tab, in the :guilabel:`Sales` section, designate what pricelist " "should be applied to this specific customer from the drop-down menu in the " ":guilabel:`Pricelist` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:236 msgid "" "To apply several prices per individual product, select the " ":guilabel:`Multiple prices per product` option, after enabling the " ":guilabel:`Pricelists` feature on the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:240 msgid "" "Next, apply pricelists to specific products using the product form. Navigate" " to the :menuselection:`Sales app --> Products --> Products` and select the " "product for which multiple prices should be applied. Selecting a product " "from the :guilabel:`Products` page reveals that specific product's product " "form on a separate page." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:245 msgid "" "On the product form, click the :guilabel:`Extra Prices` smart button, " "located at the top of the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra prices smart button appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:252 msgid "" "Doing so reveals a separate page displaying the :guilabel:`Price Rules` that" " are specific to that particular product. Here, price rules can be edited or" " created at any time." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra price rules per product page appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:259 msgid "" "To create a new price rule for a product from this specific :guilabel:`Price" " Rules` page, click :guilabel:`New` to add a new, customizable row that has " "the desired product already populated in the :guilabel:`Applied On` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:263 msgid "" "Next, select which :guilabel:`Pricelist` this specific product price rule " "should apply to, via the drop-down menu in the :guilabel:`Pricelist` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:270 msgid "" "To create a new pricelist from this page, type in the desired name of the " "new pricelist in the :guilabel:`Pricelist` column, then select " ":guilabel:`Create` from the drop-down menu. All pricelists can be modified " "at any time, by navigating to :menuselection:`Sales app --> Products --> " "Pricelists`. Pricelists can also be created on that specific " ":guilabel:`Pricelists` page, as well." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:276 msgid "" "After the desired pricelist is added to the row, designate a :guilabel:`Min." " Quantity` for the price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:280 msgid "" "If the :guilabel:`Min. Quantity` column is set to `2`, the new price in the " ":guilabel:`Price` column will be applied to orders of 2 or more products. " "So, in theory, if a single product costs $100, customers can be encouraged " "to buy more, if the :guilabel:`Price` is set at $85 per product for a " ":guilabel:`Min. Quantity` of `2` products." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:285 msgid "" "Next, enter the desired amount in the :guilabel:`Price` column. Then, if " "needed, enter a :guilabel:`Start Date` and :guilabel:`End Date` for the " "product's price rule." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:288 msgid "" "And lastly, if working in a multi-company environment, select which company " "this price rule should be applied to in the :guilabel:`Company` field. " "Leaving this field blank means the price rule applies for all companies in " "the database." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:292 msgid "" "Click away from the row to activate Odoo's auto-save capability, meaning " "that newly-created price rule is now ready to be used." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:295 msgid "" "Proceed to add as many unique price rules per product as desired. There is " "no limit to how many price rules can be added per product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:298 msgid "" "With the price rule(s) in place for a specific product, customers who fall " "into those corresponding pricelists automatically see those new prices " "applied. The number of price rules applied to a particular product are also " "displayed in the :guilabel:`Extra Prices` smart button, located on every " "product form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:304 msgid "" "When a price rule/pricelist is added to a product via the :guilabel:`Extra " "Prices` smart button, it is also reflected on the pricelist itself. " "Similarly, when a price rule for a specific product is added to a pricelist," " it is also reflected on the product form via the :guilabel:`Extra Prices` " "smart button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:314 msgid "" "The :guilabel:`Advanced price rules (discounts, formulas)` pricelist feature" " provides the option to set price change rules based on discounts and " "formulas. These changes can be relative to the product list/catalog price, " "the product's cost, or another pricelist." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:318 msgid "" "To use advanced pricing rules, with discounts and formulas, select the " ":guilabel:`Advanced price rules (discounts, formulas)` option, after " "enabling the :guilabel:`Pricelists` feature on the *Sales* app setting page " "(:menuselection:`Sales app --> Configuration --> Settings`), and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:323 msgid "" "After activating and saving that :guilabel:`Pricelists` feature, the " ":guilabel:`Settings` page reloads and, from here, either select the " ":guilabel:`Pricelists` link (beneath the :guilabel:`Pricelists` feature on " "the :guilabel:`Settings` page), or navigate to :menuselection:`Sales app -->" " Products --> Pricelists`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:331 msgid "" "From the :guilabel:`Pricelists` page, select a desired pricelist to modify, " "or create a new pricelist by clicking the :guilabel:`New` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:334 msgid "" "On the pricelist form, under the :guilabel:`Price Rules` tab, click " ":guilabel:`Add a line` to add an advanced price rule. Doing so reveals a " ":guilabel:`Create Pricelist Rules` pop-up form, in which the advanced rule " "is configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 msgid "Price computation" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:347 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:348 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:352 msgid "" "Each :guilabel:`Computation` option reveals its own computation-specific " "fields on the form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:354 msgid "" "If :guilabel:`Fixed Price` is selected, enter the desired price in the " ":guilabel:`Fixed Price` field below. If :guilabel:`Discount` is selected, " "enter the desired discount percentage in the :guilabel:`Discount` field that" " appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The various formula computation options present in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:364 msgid "" "To configure the :guilabel:`Formula` computation option, start by selecting " "an option from the :guilabel:`Based on` field: :guilabel:`Sales Price`, " ":guilabel:`Cost`, or :guilabel:`Other Pricelist`. This determines what the " "advanced price rule formula will be based on." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:368 msgid "" "Next, in the :guilabel:`Discount` field, determine how much of a discount " "should be applied. It should be noted that a mark-up can be applied by " "setting a negative discount in this field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:372 msgid "" "To formulate a 100% markup (or 2 times the cost of the product), with a $5 " "minimum margin, set the :guilabel:`Based on` field to :guilabel:`Cost`, the " ":guilabel:`Discount` to `-100`, and the :guilabel:`Margins` to `5`. This is " "often seen in retail situations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "" "How it looks to formulate a markup cost with 5 dollar minimum margin in Odoo" " Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:380 msgid "" "Then, in the :guilabel:`Extra Fee` field, specify a fixed amount to add (or " "subtract) to the amount calculated with the discount. After that, enter a " "desired figure in the :guilabel:`Rounding Method` field. The rounding method" " sets the price so that it is a multiple of the value in the field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:388 msgid "" "To have prices that end in 9.99, set the :guilabel:`Rounding Method` to `10`" " and the :guilabel:`Extra Fee` to `-0.01`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:391 msgid "" "Lastly, specify the minimum amount of margin over the base price in the " ":guilabel:`Margins` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:393 msgid "" "Once all formula-related configurations are complete, Odoo provides an " "example of the formula in a blue block to the right of the configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:397 msgid "" "To apply 20% discounts, with prices rounded up to 9.99, set the " ":guilabel:`Based on` field to :guilabel:`Sales Price`, the " ":guilabel:`Discount` field to `20`, the :guilabel:`Extra Fee` field to " "`-0.01`, and the :guilabel:`Rounding Method` field to `10`." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 msgid "Conditions" msgstr "Bedingungen" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:408 msgid "" "At the bottom of the :guilabel:`Create Pricelist Rules` pop-up form is the " ":guilabel:`Conditions` section." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:411 msgid "" "Here, start by selecting one of the options in the :guilabel:`Apply On` " "field:" msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:413 msgid "" ":guilabel:`All Products`: the advanced pricelist rule will be applied to all" " products." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:414 msgid "" ":guilabel:`Product Category`: the advanced pricelist rule will be applied to" " a specific category of products." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:416 msgid "" ":guilabel:`Product`: the advanced pricelist rule will be applied to a " "specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:417 msgid "" ":guilabel:`Product Variant`: the advanced pricelist rule will be applied to " "a specific product variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:420 msgid "" "If any of those options, apart from :guilabel:`All Products`, are selected, " "a new option-specific field appears, in which the specific " ":guilabel:`Product Category`, :guilabel:`Product`, or :guilabel:`Product " "Variant` must be chosen." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:424 msgid "" "Then, select a minimum quantity to be applied to the advanced pricelist rule" " in the :guilabel:`Min. Quantity` field. Lastly, select a range of dates for" " the pricelist item validation in the :guilabel:`Validity` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:428 msgid "" "Once all configurations are complete, either click :guilabel:`Save & Close` " "to save the advanced pricelist rule, or click :guilabel:`Save & New` to " "immediately create another advanced pricelist rule on a fresh form." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:433 msgid "" "If a price rule is set for a particular product, and another one for its " "product category, Odoo takes the rule of the product itself." msgstr "" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:437 msgid ":doc:`/applications/sales/sales/products_prices/prices/currencies`" msgstr ":doc:`/applications/sales/sales/products_prices/prices/currencies`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:438 msgid "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" msgstr "" ":doc:`/applications/websites/ecommerce/managing_products/price_management`" #: ../../content/applications/sales/sales/products_prices/products.rst:5 msgid "Manage your products" msgstr "Ihre Produkte verwalten" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "Import products" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" "Odoo *Sales* provides a template for importing products with categories and " "variants, which can be opened and edited with any spreadsheet software " "(Microsoft Excel, OpenOffice, Google Sheets, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:8 msgid "" "When this spreadsheet is filled out properly, it can be quickly uploaded to " "the Odoo database. When uploaded, those products are instantly added, " "accessible, and editable in the product catalog." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:12 msgid "Import template" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:14 msgid "" "In order to import products with categories and variants, the *Import " "Template for Products* **must** be downloaded. Once downloaded, the template" " can be adjusted and customized, and then uploaded back into the Odoo " "database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" "To download the necessary import template, navigate to :menuselection:`Sales" " app --> Products --> Products`. On the :guilabel:`Products` page, click the" " :guilabel:`⚙️ (gear)` icon in the upper-left corner. Doing so reveals a " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:22 msgid "" "From this drop-down menu, select the :guilabel:`Import records` option." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The Import records option selectable from the gear icon on the Products page" " in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:28 msgid "" "Selecting :guilabel:`Import records` reveals a separate page with a link to " "download the :guilabel:`Import Template for Products`. Click that link to " "download the template." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 msgid "" "Once the template download is complete, open the spreadsheet file to " "customize it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:38 msgid "Customize product import template" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:40 msgid "" "When the import template has been downloaded and opened, it's time to modify" " its contents. However, before any changes are made, there are a few " "elements to keep in mind during the process:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:43 msgid "" "Feel free to remove any columns that aren't deemed necessary. But, it is " "*strongly* advised that the :guilabel:`Internal Reference` column remains." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:46 msgid "" "While it's not mandatory, having a unique identifier (e.g. `FURN_001`) in " "the :guilabel:`Internal Reference` column for each product can be helpful in" " many cases. This can even be from previous software spreadsheets to ease " "the transition into Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:50 msgid "" "For example, when updating imported products, the same file can be imported " "several times without creating duplicates, thus enhancing the efficiency and" " simplicity of imported product management." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:52 msgid "" "Do **not** change the labels of columns that are meant to be imported. " "Otherwise, Odoo won't recognize them, forcing the user to map them on the " "import screen manually." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:54 msgid "" "Feel free to add new columns to the template spreadsheet, if desired. " "However, to be added, those fields **must** exist in Odoo. If Odoo can't " "match the column name with a field, it can be matched manually during the " "import process." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:58 msgid "" "During the import process of the completed template, Odoo reveals a page " "showcasing all the elements of the newly-configured product template " "spreadsheet, separated by :guilabel:`File Column`, :guilabel:`Odoo Field`, " "and :guilabel:`Comments`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:62 msgid "" "To manually match a column name with a field in Odoo, click the " ":guilabel:`Odoo Field` drop-down menu next to the :guilabel:`File Column` " "that needs a manual adjustment, and select the appropriate field from that " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:0 msgid "" "The Odoo Field drop-down menu next to a Field Column that needs to be " "manually adjusted." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:71 msgid "Import product template spreadsheet" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:73 msgid "" "After customizing the product template spreadsheet, return to the Odoo " "product import page, where the template download link is found, and click " "the :guilabel:`Upload File` button in the upper-left corner." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The upload file button on the import products template download page in Odoo" " Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:81 msgid "" "Then, a pop-up window appears, in which the completed product template " "spreadsheet file should be selected and uploaded to Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:84 msgid "" "After that, Odoo reveals a page showcasing all the elements of the newly-" "configured product template spreadsheet, separated by :guilabel:`File " "Column`, :guilabel:`Odoo Field`, and :guilabel:`Comments`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import a file page in Odoo Sales after a product template has been " "uploaded." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:91 msgid "" "From here, the :guilabel:`File Column` can be manually assigned to an " ":guilabel:`Odoo Field`, if necessary." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:94 msgid "" "To make sure everything is appropriate, and all the columns and fields are " "lined up accurately, click the :guilabel:`Test` button in the upper-left " "corner." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:97 msgid "" "If everything is lined up and applied correctly, Odoo reveals a blue banner " "at the top of the page, informing the user that :guilabel:`Everything seems " "valid`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The everything seems valid message that appears if file columns are entered " "correctly." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:104 msgid "" "If there are any errors, Odoo reveals a red banner at the top of the page, " "with instructions of where to locate the specific issues, and how to fix " "them." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The import error message that appears if file columns don't match an Odoo " "Field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:111 msgid "" "Once those errors are fixed, click :guilabel:`Test` again to ensure all " "necessary issues have been remedied appropriately." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:114 msgid "" "If additional product template spreadsheets need to be uploaded, click the " ":guilabel:`Load File` button, select the desired product template " "spreadsheet, and repeat the process." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:117 msgid "When everything is ready, click the :guilabel:`Import` button." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:119 msgid "" "When clicked, Odoo instantly imports those products, and reveals the main " ":guilabel:`Products` page, with a pop-up message in the upper-right corner. " "This pop-up message informs the user how many products were successfully " "imported." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "The pop-up window that appears after a successful product import process in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:127 msgid "" "At this point, all the newly-imported products are accessible and editable " "via the :guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:131 msgid "Import relation fields, attributes, and variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:133 msgid "" "It's important to note that an Odoo object is always related to many other " "objects. For example, a product is linked to product categories, attributes," " vendors, and things of this nature. These links/connections are known as " "relations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:138 msgid "" "In order to import product relations, the records of the related object " "**must** be imported *first* from their own list menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:142 msgid "Relation fields" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:144 msgid "" "On product forms in Odoo, there are a number of fields that can be modified " "and customized at any time. These fields are found under every tab on a " "product form. While these fields are easily editable directly on the product" " form, they can also be modified via a product import." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:148 msgid "" "As mentioned, relation fields of this nature can **only** be imported for " "products if they already exist in the database. For example, if a user " "attempts to import a product with a *Product Type*, it can only be one of " "the preconfigured product types existing in the database (e.g. *Storable " "Product*, *Consumable*, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:153 msgid "" "To import information for a relation field on a product import template " "spreadsheet, add the name of the field as a column name/title on the " "spreadsheet. Then, on the appropriate product line, add the desired relation" " field option." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:157 msgid "" "When all desired relation field information has been entered, save the " "spreadsheet, and import it to the database, per the process mentioned above " "(:menuselection:`Sales app --> Products --> Products --> ⚙️ (gear) icon --> " "Import records --> Upload File`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:161 msgid "" "Once the spreadsheet with the newly-configured relation field information " "has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:164 msgid "" "When the newly-changed/modified products, complete with the new relation " "field information, has been imported and uploaded, that new information can " "be found on the :guilabel:`Products` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:168 msgid "Attributes and values" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:170 msgid "" "Odoo also allows users to import product attributes and values that can be " "used for products that already exist in the database, and/or with imported " "products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:173 msgid "" "To import attributes and values, a separate spreadsheet or CSV file " "dedicated to attributes and values **must** be imported and uploaded before " "they can be used for other products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:176 msgid "" "The column names/titles of the attributes and values spreadsheet should be " "as follows: :guilabel:`Attribute`, :guilabel:`Display Type`, " ":guilabel:`Variant Creation Mode`, and :guilabel:`Values / Value`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "An attributes and values spreadsheet template for imports." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:184 msgid ":guilabel:`Attribute`: name of the attribute (e.g. `Size`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:185 msgid "" ":guilabel:`Display Type`: display type used in the product configurator. " "There are three display type options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:188 msgid ":guilabel:`Radio`: values displayed as radio buttons" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:189 msgid ":guilabel:`Selection`: values displayed in a selection list" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:190 msgid ":guilabel:`Color`: values denoted as a color selection" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:192 msgid "" ":guilabel:`Variant Creation Mode`: how the variants are created when applied" " to a product. There are three variant creation mode options:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:195 msgid "" ":guilabel:`Instantly`: all possible variants are created as soon as the " "attribute, and its values, are added to a product" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:197 msgid "" ":guilabel:`Dynamically`: each variant is created **only** when its " "corresponding attributes and values are added to a sales order" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:199 msgid ":guilabel:`Never`: variants are **never** created for the attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:202 msgid "" "The :guilabel:`Variants Creation Mode` **cannot** be changed once the " "attribute is used on at least one product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:205 msgid "" ":guilabel:`Values/Value`: values pertaining to the corresponding attribute. " "If there are multiple values for the same attribute, the values need to be " "in individual lines on the spreadsheet." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:208 msgid "" "Once the desired attributes and values have been entered and saved in the " "spreadsheet, it's time to import and upload it into Odoo. To do that, " "navigate to :menuselection:`Sales app --> Configuration --> Attributes --> " "⚙️ (gear) icon --> Import records --> Upload File`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:212 msgid "" "Once the spreadsheet with the newly-configured attributes and values has " "been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Attributes` page. That's where those newly-added attributes and " "values can be found and edited, if necessary." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:216 msgid "" "As mentioned previously, when attributes and values have been added to the " "Odoo database, they can be used for existing or imported products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:220 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 msgid "Product variants" msgstr "Produktvarianten" #: ../../content/applications/sales/sales/products_prices/products/import.rst:222 msgid "" "When product attributes and values are configured in the database, they can " "be used on product import spreadsheets to add more information and detail to" " products being imported." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:225 msgid "" "To import products with product attributes and values, the product import " "template spreadsheet must be configured with specific :guilabel:`Product " "Attributes / Attribute`, :guilabel:`Product Attributes / Values`, and " ":guilabel:`Name` columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:229 msgid "" "There can be other columns, as well, but these columns are **required** in " "order to properly import products with specific variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst-1 msgid "" "Product variants spreadsheet with product attributes and variants for import" " purposes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:236 msgid ":guilabel:`Name`: product name" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:237 msgid ":guilabel:`Product Attributes / Attribute`: name of attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:238 msgid "" ":guilabel:`Product Attributes / Values`: values pertaining to the " "corresponding attribute" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:241 msgid "" "To import multiple values, separate them by *just* a comma, **not** a comma " "followed by a space, in the product import template spreadsheet (e.g. " "`furniture,couch,home`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:244 msgid "" "When the desired products and product variants have been entered and saved " "in the spreadsheet, it's time to import and upload them into Odoo. To do " "that, navigate to :menuselection:`Sales app --> Products --> Products --> ⚙️" " (gear) icon --> Import records --> Upload File`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:248 msgid "" "Once the spreadsheet with the newly-configured products and product variants" " has been uploaded, click :guilabel:`Import`, and Odoo returns to the " ":guilabel:`Products` page. That's where the newly-added products can be " "found." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:252 msgid "" "To view and modify the attributes and variants on any products, select the " "desired product from the :guilabel:`Products` page, and click the " ":guilabel:`Attributes \\& Variants` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/import.rst:256 msgid ":doc:`variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Product images with Google Images" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" "Having appropriate product images in Odoo is useful for a number of reasons." " However, if a lot of products need images, assigning them can become " "incredibly time-consuming." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:8 msgid "" "Fortunately, by configuring the *Google Custom Search* API within an Odoo " "database, finding product images for products (based on their barcode) is " "extremely efficient." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:16 msgid "" "In order to utilize *Google Custom Search* within an Odoo database, both the" " database and the Google API must be properly configured." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:20 msgid "" "Free Google accounts allow users to select up to 100 free images per day. If" " a higher amount is needed, a billing upgrade is required." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:26 msgid "Google API dashboard" msgstr "Google-API-Dashboard" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " "Search API credentials. Then, log in with a Google account. Next, agree to " "their :guilabel:`Terms of Service` by checking the box, and clicking " ":guilabel:`Agree and Continue`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:32 msgid "" "From here, select (or create) an API project to store the credentials. Start" " by giving it a memorable :guilabel:`Project Name`, select a " ":guilabel:`Location` (if any), then click :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:35 msgid "" "With the :guilabel:`Credentials` option selected in the left sidebar, click " ":guilabel:`Create Credentials`, and select :guilabel:`API key` from the " "drop-down menu." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:42 msgid "" "Doing so reveals an :guilabel:`API key created` pop-up window, containing a " "custom :guilabel:`API key`. Copy and save :guilabel:`Your API key` in the " "pop-up window -- it will be used later. Once the key is copied (and saved " "for later use), click :guilabel:`Close` to remove the pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The API key created pop-up window that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:50 msgid "On this page, search for `Custom Search API`, and select it." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" "From the :guilabel:`Custom Search API` page, enable the API by clicking " ":guilabel:`Enable`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "\"Custom Search API\" page with Enable button highlighted on Google Cloud " "Platform." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:65 msgid "Google Programmable Search dashboard" msgstr "Dashboard von Google Programmable Search" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:67 msgid "" "Next, go to `Google Programmable Search Engine " "`_, and click either of the " ":guilabel:`Get started` buttons. Log in with a Google account, if not " "already logged in." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Google Programmable Search Engine page with the Get Started buttons." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:75 msgid "" "On the :guilabel:`Create a new search engine` form, fill out the name of the" " search engine, along with what the engine should search, and be sure to " "enable :guilabel:`Image Search` and :guilabel:`SafeSearch`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "Create new search engine form that appears with search engine " "configurations." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 msgid "Validate the form by clicking :guilabel:`Create`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:84 msgid "" "Doing so reveals a new page with the heading: :guilabel:`Your new search " "engine has been created`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Your New Search Engine Has Been Created page that appears with copy " "code." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:91 msgid "" "From this page, click :guilabel:`Customize` to open the " ":menuselection:`Overview --> Basic` page. Then, copy the ID in the " ":guilabel:`Search engine ID` field. This ID is needed for the Odoo " "configuration." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Basic overview page with search engine ID field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" "In the Odoo database, go to the :menuselection:`Settings app` and scroll to " "the :guilabel:`Integrations` section. From here, check the box beside " ":guilabel:`Google Images`. Then, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "The Google Images setting in the Odoo Settings app page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:112 msgid "" "Next, return to the :menuselection:`Settings app`, and scroll to the " ":guilabel:`Integrations` section. Then, enter the :guilabel:`API Key` and " ":guilabel:`Search Engine ID` in the fields beneath the :guilabel:`Google " "Images` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:115 msgid "Click :guilabel:`Save`." msgstr "Klicken Sie auf :guilabel:`Speichern`." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "Product images in Odoo with Google Custom Search API" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:122 msgid "" "Adding images to products in Odoo can be done on any product or product " "variant. This process can be completed in any Odoo application that provides" " access to product pages (e.g. *Sales* app, *Inventory* app, etc.)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:126 msgid "" "Below is a step-by-step guide detailing how to utilize the *Google Custom " "Search API* to assign images to products in Odoo using the Odoo *Sales* " "application:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:129 msgid "" "Navigate to the :guilabel:`Products` page in the *Sales* app " "(:menuselection:`Sales app --> Products --> Products`). Or, navigate to the " ":guilabel:`Product Variants` page in the *Sales* app (:menuselection:`Sales " "app --> Products --> Product Variants`)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:132 msgid "Select the desired product that needs an image." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:135 msgid "" "Only products (or product variants) that have a barcode, but **not** an " "image, are processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:137 msgid "" "If a product with one or more variants is selected, each variant that " "matches the aforementioned criteria is processed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:140 msgid "" "Click the :guilabel:`Action ⚙️ (gear)` icon on the product page, and select " ":guilabel:`Get Pictures from Google Images` from the menu that pops up." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The Get Pictures from Google Images option from the Action drop-down menu in" " Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:147 msgid "On the pop-up window that appears, click :guilabel:`Get Pictures`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "The pop-up that appears in which the user should click Get Picture in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:153 msgid "Once clicked, the image(s) will appear incrementally." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:156 msgid "" "Only the first 10 images are fetched immediately. If you selected more than " "10, the rest are fetched as a background job." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:159 msgid "" "The background job processes about 100 images in a minute. If the quota " "authorized by Google (either with a free or a paid plan) is reached, the " "background job puts itself on hold for 24 hours. Then, it will continue " "where it stopped the day before." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:164 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" "`Ihr Google-Cloud-Billing-Konto erstellen, ändern oder schließen " "`_" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:5 msgid "" "Product variants are used to give single products a variety of different " "characteristics and options for customers to choose from, such as size, " "style, or color, just to name a few." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:8 msgid "" "Products variants can be managed via their individual product template, or " "by navigating to either the :guilabel:`Product Variants` or " ":guilabel:`Attributes` page. All of these options are located within the " "Odoo *Sales* application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:13 msgid "" "An apparel company has the following variant breakdown for one their best-" "selling t-shirts:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "Farbe: Blau, Rot, Weiß, Schwarz" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "Größe: S, M, L, XL, XXL" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:20 msgid "" "Here, the **T-shirt** is the product template, and **T-shirt: Blue, S** is a" " specific product variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:23 msgid "" "**Color** and **Size** are *attributes*, and the corresponding options (like" " **Blue** and **S**) are *values*." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:26 msgid "" "In this instance, there is a total of twenty different product variants: " "four **Color** options multiplied by five **Size** options. Each variant has" " its own inventory count, sales totals, and other similar records in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:31 msgid ":doc:`/applications/websites/ecommerce/managing_products/variants`" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:36 msgid "" "To use product variants, the *Variants* setting **must** be activated in the" " Odoo *Sales* application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:39 msgid "" "To do that, go to :menuselection:`Sales app --> Configuration --> Settings`," " and locate the :guilabel:`Product Catalog` section at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "" "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Activating product variants on the Settings page of the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "" "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "Attribute" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:53 msgid "" "Before product variants can be set up, attributes **must** be created. To " "create, manage, and modify attributes, navigate to :menuselection:`Sales app" " --> Configuration --> Attributes`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:57 msgid "" "The order of attributes on the :guilabel:`Attributes` page dictates how they" " appear on the :guilabel:`Product Configurator`, :guilabel:`Point of Sale` " "dashboard, and :guilabel:`eCommerce` pages." msgstr "" "Die Reihenfolge der Attribute auf der Seite :guilabel:`Attribute` bestimmt, " "wie sie auf den Seiten :guilabel:`Produktkonfigurator`, " ":guilabel:`Kassensystem`-Dashboard und :guilabel:`E-Commerce` erscheinen." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:61 msgid "" "To create a new attribute from the :guilabel:`Attributes` page, click " ":guilabel:`New`. Doing so reveals a blank attributes form that can be " "customized and configured in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:70 msgid "" "Next, in the optional :guilabel:`Category` field, select a category from a " "drop-down menu to group similar attributes under the same section for added " "specificity and organization." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:74 msgid "" "To view the details related to the attribute category selected, click the " "internal link :guilabel:`➡️ (arrow)` icon to the far-right of the " ":guilabel:`Category` field. Doing so reveals that attribute category's " "detail form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A standard attribute category detail page accessible via its internal link " "arrow icon." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:82 msgid "" "Here, the :guilabel:`Category Name` and :guilabel:`Sequence` is displayed at" " the top. Followed by :guilabel:`Related Attributes` associated with the " "category. These attributes can be dragged-and-dropped into a desirable order" " of priority." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:86 msgid "" "Attributes can be directly added to the category, as well, by clicking " ":guilabel:`Add a line`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:89 msgid "" "To create an attribute category directly from this field, start typing the " "name of the new category, then select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:93 msgid "" "Clicking :guilabel:`Create` creates the category, which can be modified " "later. Clicking :guilabel:`Create and edit...` creates the category and " "reveals a :guilabel:`Create Category` pop-up window, in which the new " "attribute category can be configured and customized." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:97 msgid "" "Beneath the :guilabel:`Category` field are the :guilabel:`Display Type` " "options. The :guilabel:`Display Type` determines how this product is shown " "on the online store, :guilabel:`Point of Sale` dashboard, and " ":guilabel:`Product Configurator`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 msgid "The :guilabel:`Display Type` options are:" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:103 msgid "" ":guilabel:`Radio`: options appear in a bullet-style list on the product page" " of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:104 msgid "" ":guilabel:`Pills`: options appear as selectable buttons on the product page " "of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:105 msgid "" ":guilabel:`Select`: options appear in a drop-down menu on the product page " "of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:106 msgid "" ":guilabel:`Color`: options appear as small, colored squares, which reflect " "any HTML color codes set, on the product page of the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Display Types on Product Configurator on the online store in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:113 msgid "" "The :guilabel:`Variants Creation Mode` field informs Odoo when to " "automatically create a new variant once an attribute is added to a product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:116 msgid "" ":guilabel:`Instantly`: creates all possible variants as soon as attributes " "and values are added to a product template." msgstr "" ":guilabel:`Sofort`: erstellt alle möglichen Varianten, sobald Attribute und " "Werte zu einer Produktvorlage hinzugefügt werden." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:118 msgid "" ":guilabel:`Dynamically`: creates variants **only** when corresponding " "attributes and values are added to a sales order." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:123 msgid "" "Once added to a product, an attribute's :guilabel:`Variants Creation Mode` " "cannot be edited." msgstr "" "Sobald ein Attribut einem Produkt hinzugefügt wurde, kann sein " ":guilabel:`Variantenerstellungsmodus` nicht mehr bearbeitet werden." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:125 msgid "" "Lastly, the :guilabel:`eCommerce Filter Visibility` field determines whether" " these attribute options are visible to the customer on the front-end, as " "they shop on the online store." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:128 msgid "" ":guilabel:`Visible`: the attribute values are visible to customers on the " "front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:129 msgid "" ":guilabel:`Hidden`: the attribute values are hidden from customers on the " "front-end." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 msgid "Attribute values" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:134 msgid "" "Attribute values should be added to the :guilabel:`Attribute Values` tab. " "Values can be added to an attribute at any time, if needed." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:137 msgid "" "To add a value, click :guilabel:`Add a line` in the :guilabel:`Attribute " "Values` tab." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:139 msgid "" "Then, enter the name of the value in the :guilabel:`Value` column. Next, " "check the box in the :guilabel:`Is custom value` column, if the value is " "custom (i.e. the customer gets to provide unique specifications that are " "specific to this particular value)." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:144 msgid "" "If the :guilabel:`Display Type` - :guilabel:`Color` option is selected, the " "option to add an HTML color code will appear to the far-right of the value " "line, to make it easier for salespeople and customers to know exactly what " "color option they're choosing." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Attribute values tab when add a line is clicked, showing the custom columns." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:152 msgid "" "To choose a color, click the blank circle in the :guilabel:`Color` column, " "which reveals an HTML color selector pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Selecting a color from the HTML color pop-up window that appears on " "attribute form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:159 msgid "" "In this pop-up window, select a specific color by dragging the color slider " "to a particular hue, and clicking on the color portion directly on the color" " gradient window." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:162 msgid "" "Or, choose a specific color by clicking the *dropper* icon, and selecting a " "desired color that's currently clickable on the screen." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:166 msgid "" "Attributes can also be created directly from the product template by adding " "a new line and typing the name into the :guilabel:`Variants` tab." msgstr "" "Attribute können auch direkt von der Produktvorlage aus erstellt werden, " "indem Sie eine neue Zeile hinzufügen und den Namen auf dem Reiter " ":guilabel:`Varianten` eingeben." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:169 msgid "" "Once an attribute is added to a product, that product is listed and " "accessible, via the attribute's :guilabel:`Related Products` smart button. " "That button lists every product in the database currently using that " "attribute." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:176 msgid "" "Once an attribute is created, use the attribute (and its values) to create a" " product variant. To do that, go to :menuselection:`Sales app --> Products " "--> Products`, and select an existing product to view that desired product's" " form. Or, click :guilabel:`Create` to create a new product, to which a " "product variant can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:181 msgid "" "On the product form, click the :guilabel:`Attributes \\& Variants` tab to " "view, manage, and modify attributes and values for the product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "The attributes and values tab on a typical product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:188 msgid "" "To add an attribute to a product, and subsequent attribute values, click " ":guilabel:`Add a line` in the :guilabel:`Attributes \\& Variants` tab. Then," " choose the desired attribute from the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:193 msgid "" "Attributes can be created directly from the :guilabel:`Attributes \\& " "Variants` tab of a product form. To do that, start typing the name of the " "new attribute in the blank field, and select either :guilabel:`Create` or " ":guilabel:`Create and edit...` from the mini drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:198 msgid "" "Clicking :guilabel:`Create` creates the attribute, which can be customized " "later. Clicking :guilabel:`Create and edit...` creates the attribute, and a " ":guilabel:`Create Attribute` pop-up form appears. In the pop-up form, " "proceed to modify the attribute in a number of ways." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:202 msgid "" "Once an attribute is selected in the :guilabel:`Attribute` column, proceed " "to select the specific attribute values to apply to the product, via the " "drop-down menu available in the :guilabel:`Values` column." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 msgid "There is no limit to how many values can be added." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:210 msgid "" "Similar product variant creation processes are accessible through the " "Purchase, Inventory, and eCommerce applications." msgstr "" "Ähnliche Vorgänge zur Erstellung von Produktvarianten sind über die Apps " "Einkauf, Lager und E-Commerce zugänglich." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "Configure variants" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:216 msgid "" "To the far-right of the attribute line is a :guilabel:`Configure` button. " "When clicked, Odoo reveals a separate page showcasing those specific " ":guilabel:`Product Variant Values`." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The Product Variant Values page accessible via the Configure button on a " "product form." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:223 msgid "" "Here, the specific :guilabel:`Value` name, :guilabel:`HTML Color Index` (if " "applicable), and :guilabel:`Value Price Extra` are viewable." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:227 msgid "" "The :guilabel:`Value Price Extra` represents the increase in the sales price" " if the attribute is selected." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:230 msgid "" "When a value is clicked on the :guilabel:`Product Variant Values` page, Odoo" " reveals a separate page, detailing that value's related details." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "A Product Variant Values page accessible via the Product Variants Values " "general page." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:237 msgid "" "On the specific product variant detail page, the :guilabel:`Value` and " ":guilabel:`Value Price Extra` fields can be found, along with an " ":guilabel:`Exclude for` field." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:240 msgid "" "In the :guilabel:`Exclude for` field, different :guilabel:`Product " "Templates` and specific :guilabel:`Attribute Values` can be added. When " "added, this specific attribute value will be excluded from those specific " "products." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 msgid "Variants smart button" msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:247 msgid "" "When a product has attributes and variants configured in its " ":guilabel:`Attributes \\& Variants` tab, a :guilabel:`Variants` smart button" " appears at the top of the product form. The :guilabel:`Variants` smart " "button indicates how many variants are currently configured for that " "specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants smart button at the top of the product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:255 msgid "" "When the :guilabel:`Variants` smart button is clicked, Odoo reveals a " "separate page showcasing all the specific product variant combinations " "configured for that specific product." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "The variants page accessible via the variants smart button on the product " "form in Odoo." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 msgid "Impact of variants" msgstr "Auswirkungen von Varianten" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:265 msgid "" "In addition to offering more detailed product options to customers, product " "variants have their own impacts that can be taken advantage of throughout " "the Odoo database." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:268 msgid "" ":guilabel:`Barcode`: barcodes are associated with each variant, instead of " "the product template. Each individual variant can have its own unique " "barcode/SKU." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:270 msgid "" ":guilabel:`Price`: every product variant has its own public price, which is " "the sum of the product template price *and* any extra charges for particular" " attributes." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:274 msgid "" "A red shirt's sales price is $23 -- because the shirt's template price is " "$20, plus an additional $3 for the red color variant. Pricelist rules can be" " configured to apply to the product template, or to the variant." msgstr "" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:278 msgid "" ":guilabel:`Inventory`: inventory is counted for each individual product " "variant. On the product template form, the inventory reflects the sum of all" " variants, but the actual inventory is computed by individual variants." msgstr "" ":guilabel:`Lager`: Der Bestand wird für jede einzelne Produktvariante " "gezählt. Auf dem Produktvorlagenformular spiegelt der Bestand die Summe " "aller Varianten wider, aber der tatsächliche Bestand wird für jede einzelne " "Variante berechnet." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr ":guilabel:`Bild`: Jede Produktvariante kann ihr eigenes Bild haben." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:284 msgid "" "Changes to the product template automatically apply to every variant of that" " product." msgstr "" "Änderungen an der Produktvorlage gelten automatisch für jede Variante dieses" " Produkts." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 msgid ":doc:`import`" msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Returns and refunds" msgstr "Retouren und Rückerstattungen" #: ../../content/applications/sales/sales/products_prices/returns.rst:5 msgid "" "The Odoo *Sales* app provides two different ways to process returns. The " "method used depends on whether or not an invoice has been sent." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:9 msgid "Before invoicing" msgstr "Vor der Rechnungsstellung" #: ../../content/applications/sales/sales/products_prices/returns.rst:11 msgid "" "Returns are completed using *Reverse Transfers* when a customer decides to " "return a product **before** an invoice has been sent or validated." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:15 msgid "" "In order to use *Reverse Transfers*, the *Inventory* app **must** be " "installed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:17 msgid "" "To start a return before invoicing, navigate to the :menuselection:`Sales` " "app, select the desired sales order, and click on the :guilabel:`Delivery` " "smart button to open the associated delivery order." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical sales order with a highlighted delivery smart button in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:25 msgid "On the validated delivery order, click :guilabel:`Return`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A validated delivery order with a highlighted Return button in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:31 msgid "This opens a :guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:33 msgid "" "By default, the :guilabel:`Quantity` matches the validated quantities from " "the delivery order. Update the quantities, if necessary. Click on the " ":guilabel:`🗑️ (trash)` icon next to a line item to remove it from the " "return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The \"Reverse Transfer\" pop-up window, to make a return before invoicing " "the customer." msgstr "" "Das Pop-up-Fenster „Retoure“, um eine Retoure vor der Rechnungsstellung an " "den Kunden vorzunehmen." #: ../../content/applications/sales/sales/products_prices/returns.rst:41 msgid "" "Next, click :guilabel:`Return` to confirm the return. This generates a new " "warehouse operation for the incoming returned product(s)." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Warehouse operation after a return has been confirmed in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:48 msgid "" "Upon receiving the return, the warehouse team validates the warehouse " "operation by clicking :guilabel:`Validate`. Then, on the original sales " "order, the :guilabel:`Delivered` quantity updates to reflect the difference " "between the initial validated quantities and the returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The updated \"Delivered\" quantity on the sales order after the reverse " "transfer." msgstr "" "Die aktualisierte „Gelieferte“ Menge auf dem Verkaufsauftrag nach der " "rückgängig gemachten Transfer." #: ../../content/applications/sales/sales/products_prices/returns.rst:56 msgid "" "When an invoice is created, the customer receives an invoice **only** for " "the products they are keeping, if any." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:60 msgid "After invoicing" msgstr "Nach der Rechnungsstellung" #: ../../content/applications/sales/sales/products_prices/returns.rst:62 msgid "" "Sometimes, customers return an item after they receive and/or pay for their " "invoice. In these cases, a return using only *Reverse Transfers* is " "insufficient since validated, or sent, invoices cannot be changed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:66 msgid "" "However, *Reverse Transfers* can be used in conjunction with *Credit Notes* " "to complete the customer's return." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:69 msgid "" "To start a return after invoicing, navigate to the relevant sales order in " "the :menuselection:`Sales` app." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:72 msgid "" "If there is a payment registered on the sales order, the payment details " "appear in the chatter, and the invoice (accessible through the " ":guilabel:`Invoices` smart button) has a green :guilabel:`In Payment` " "banner." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Sample of a green in payment banner in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:80 msgid "" "From the sales order, click on the :guilabel:`Delivery` smart button to view" " the validated delivery order. Then, click :guilabel:`Return` to open the " ":guilabel:`Reverse Transfer` pop-up window." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:83 msgid "" "Next, edit the :guilabel:`Product` and/or :guilabel:`Quantity`, as needed " "for the return. Then, click :guilabel:`Return`. This generates a new " "warehouse operation for the incoming returned product(s), which is validated" " by the warehouse team once the return is received by clicking " ":guilabel:`Validate`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:88 msgid "" "Then, on the sales order, the :guilabel:`Delivered` quantity updates to " "reflect the difference between the initial validated quantities and the " "returned quantities." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:91 msgid "" "To process a refund, navigate to the relevant invoice (from the sales order," " click on the :guilabel:`Invoices` smart button). Then, click the " ":guilabel:`Credit Note` button at the top of the validated invoice." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical customer invoice with a Credit Note button highlighted in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:99 msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Typical credit note pop-up form that appears in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:105 msgid "" "Start by entering a :guilabel:`Reason displayed on Credit Note` and a " "specific :guilabel:`Journal` to process the credit. Then, select a specific " ":guilabel:`Reversal Date`." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:108 msgid "" "After the information is filled in, click :guilabel:`Reverse` or " ":guilabel:`Reverse and Create Invoice`. Then, edit the draft, if needed." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:111 msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:113 msgid "" "When complete, a blue banner reading: :guilabel:`You have outstanding " "credits for this customer. You can allocate them to mark this invoice as " "paid.` appears at the top of the page." msgstr "" #: ../../content/applications/sales/sales/products_prices/returns.rst:117 msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" msgstr "" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "Angebote senden" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:3 msgid "Quotation deadlines" msgstr "Angebotsfristen" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:5 msgid "" "In the Odoo *Sales* application, it is possible to set deadlines on sales " "quotations. Doing so encourages customers to act quickly during sales " "negotiations, for they might fear for missing out on a good deal. As well, " "deadlines also can also act as protection for a company in case an order has" " to be fulfilled at a price that is no longer profitable for the business." msgstr "" "In Odoo *Verkauf* ist es möglich, Fristen für Verkaufsangebote zu setzen. " "Auf diese Weise werden Kunden dazu angehalten, bei Verkaufsverhandlungen " "schnell zu handeln, da sie befürchten könnten, ein gutes Angebot zu " "verpassen. Darüber hinaus können Fristen auch als Schutz für ein Unternehmen" " dienen, falls ein Auftrag zu einem Preis ausgeführt werden muss, der für " "das Unternehmen nicht mehr rentabel ist." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:13 msgid "" "In Odoo *Sales*, there's the option to add an expiration date to a " "quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:15 msgid "" "To add an expiration date to a quotation, navigate to :menuselection:`Sales " "app`, and select a desired quotation, or create a new one by clicking " ":guilabel:`New`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:18 msgid "" "On the quotation form, click the :guilabel:`Expiration` field to reveal a " "pop-up calendar. From this pop-up calendar, select the desired month and " "date as the expiration date for the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:26 msgid "" "By clicking the :guilabel:`Preview` button on a quotation, Odoo clearly " "displays when that specific offer expires." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "Wie Fristen Kunden in Odoo Verkauf angezeigt werden." #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:36 msgid "" "The Odoo *Sales* application also makes it possible to add a deadline " "expiration date to quotation templates." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:39 msgid "" "To add a deadline expiration date to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`, and " "either select the desired quotation template to which a deadline should be " "added, or click :guilabel:`New` to build a new quotation template from " "scratch." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:43 msgid "" "On the quotation template form, add a specific number of days to the " ":guilabel:`Quotation expires after` field, located beneath the quotation " "template name. The number of days represents how long the quotation will be " "valid for, before it expires." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:51 msgid "" "Then, whenever that specific quotation template is used in a quote, an " "expiration date is automatically calculated, based on the number of days " "designated above. However, this date can be overwritten before sending the " "quotation to the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:56 #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:227 msgid ":doc:`/applications/sales/sales/send_quotations/quote_template`" msgstr ":doc:`/applications/sales/sales/send_quotations/quote_template`" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:3 msgid "Deliveries and invoices to different addresses" msgstr "An unterschiedliche Adressen liefern und abrechnen" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:5 msgid "" "People and businesses often use separate addresses for billing (invoicing) " "and shipping (delivery) purposes. With the Odoo *Sales* app, contacts can " "have different specified addresses for delivery and invoicing." msgstr "" "Privatpersonen und Unternehmen verwenden häufig unterschiedliche Adressen " "für die Rechnung (Rechnungsstellung) und den Versand (Lieferung). Mit Odoo " "*Verkauf* können Kontakte unterschiedliche Adressen für die Lieferung und " "die Rechnungsstellung angeben." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:12 msgid "" "To properly utilize multiple addresses in Odoo, go to :menuselection:`Sales " "app --> Configuration --> Settings` and scroll down to the " ":guilabel:`Quotations & Orders` heading. Then, check the box next to " ":guilabel:`Customer Addresses`, and click :guilabel:`Save`." msgstr "" "Um mehrere Adressen in Odoo richtig zu nutzen, gehen Sie zu " ":menuselection:`Verkauf --> Konfiguration --> Einstellungen` und scrollen " "Sie nach unten zur Überschrift :guilabel:`Angebote & Aufträge`. Aktivieren " "Sie dann das Kästchen neben :guilabel:`Kundenadressen` und klicken Sie auf " ":guilabel:`Speichern`." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Activate the Customer Addresses setting." msgstr "Die Einstellung Kundenadressen aktivieren." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21 msgid "Contact form configuration" msgstr "Konfiguration des Kontaktformulars" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:23 msgid "" "To add multiple addresses to a contact, go to :menuselection:`Sales app --> " "Orders --> Customers`, and clear any default filters from the search bar. " "Then, click on the desired customer to open their contact form." msgstr "" "Um mehrere Adressen zu einem Kontakt hinzuzufügen, gehen Sie zu " ":menuselection:`Verkauf --> Aufträge --> Kunden`, und löschen Sie alle " "Standardfilter aus der Suchleiste. Klicken Sie dann auf den gewünschten " "Kunden, um dessen Kontaktformular zu öffnen." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:28 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "" "Auf die Kontaktformulare können Sie auch über die *Kontakte*-App zugreifen." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:30 msgid "" "From the contact form, click :guilabel:`Edit`, and then select " ":guilabel:`Add`, which is located under the :guilabel:`Contacts & Addresses`" " tab. Doing so reveals a :guilabel:`Create Contact` pop-up form, in which " "additional addresses can be configured." msgstr "" "Klicken Sie im Kontaktformular auf :guilabel:`Bearbeiten` und klicken Sie " "anschließend im Reiter :guilabel:`Kontakte & Adressen` auf " ":guilabel:`Hinzufügen`. Daraufhin öffnet sich ein Pop-up-Formular " ":guilabel:`Kontakt erstellen`, in dem Sie zusätzliche Adressen konfigurieren" " können." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "Dem Kontaktformular einen Kontakt/Adresse hinzufügen." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:38 msgid "" "On the :guilabel:`Create Contact` pop-up form, start by clicking the default" " :guilabel:`Other Address` field to reveal a drop-down menu of address-" "related options." msgstr "" "Klicken Sie im Pop-up-Formular :guilabel:`Kontakt erstellen` zunächst auf " "das Standardfeld :guilabel:`Andere Adresse`, um ein Drop-down-Menü mit " "adressbezogenen Optionen zu öffnen." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:41 msgid "Select any of the following options:" msgstr "Wählen Sie eine der folgenden Optionen aus:" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr "" ":guilabel:`Kontakt`: fügt dem bestehenden Kontaktformular einen weiteren " "Kontakt hinzu." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:44 msgid "" ":guilabel:`Invoice Address`: adds a specific invoice address to the existing" " contact form." msgstr "" ":guilabel:`Rechnungsadresse`: fügt dem bestehenden Kontaktformular eine " "bestimmte Rechnungsadresse hinzu." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:45 msgid "" ":guilabel:`Delivery Address`: adds a specific delivery address to the " "existing contact form." msgstr "" ":guilabel:`Lieferadresse`: fügt dem bestehenden Kontaktformular eine " "bestimmte Lieferadresse hinzu." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:46 msgid "" ":guilabel:`Other Address`: adds an alternate address to the existing contact" " form." msgstr "" ":guilabel:`Andere Adresse`: fügt dem bestehenden Kontaktformular eine " "alternative Adresse hinzu." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:47 msgid "" ":guilabel:`Private Address`: adds a private address to the existing contact " "form." msgstr "" ":guilabel:`Privatadresse`: fügt dem bestehenden Kontaktformular eine " "Privatadresse hinzu." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:49 msgid "" "Once an option is selected, proceed to enter the corresponding contact " "information that should be used for the specified address type." msgstr "" "Sobald Sie eine Option ausgewählt haben, geben Sie die entsprechenden " "Kontaktinformationen ein, die für den angegebenen Adresstyp verwendet werden" " sollen." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "" "Einen neuen Kontakt/eine neue Adresse auf dem Kontaktformular hinzufügen." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:56 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 "" "Klicken Sie dann auf :guilabel:`Speichern & Schließen`, um die Adresse zu " "speichern und das Fenster :guilabel:`Kontakt erstellen` zu schließen. Oder " "klicken Sie auf :guilabel:`Speichern & Neu`, um die Adresse zu speichern und" " sofort eine neue einzugeben." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:60 msgid "Address added to quotations" msgstr "Zu Angeboten hinzugefügte Adresse" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:62 msgid "" "When a customer is added to a quotation, the :guilabel:`Invoice Address` and" " :guilabel:`Delivery Address` fields autopopulate with the corresponding " "addresses specified on the customer's contact form." msgstr "" "Wenn ein Kunde zu einem Angebot hinzugefügt wird, werden die Felder " ":guilabel:`Rechnungsadresse` und :guilabel:`Lieferadresse` automatisch mit " "den entsprechenden Adressen aus dem Kontaktformular des Kunden gefüllt." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "" "Rechnungs- und Lieferadressen werden automatisch in ein Angebot eingefügt." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:70 msgid "" "The :guilabel:`Invoice Address` and :guilabel:`Delivery Address` can also be" " edited directly from the quotation by clicking the :guilabel:`Edit` button," " and then clicking the :guilabel:`➡️ (right arrow)` internal link buttons " "next to each address line." msgstr "" "Die :guilabel:`Rechnungsadresse` und :guilabel:`Lieferadresse` können auch " "direkt aus dem Angebot heraus bearbeitet werden, indem Sie auf die " "Schaltfläche :guilabel:`Bearbeiten` und dann auf die internen Schaltflächen " ":guilabel:`➡️ (Pfeil nach rechts)` neben den einzelnen Adresszeilen klicken." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:74 msgid "" "These addresses can be updated at any time to ensure accurate invoicing and " "delivery." msgstr "" "Diese Adressen können jederzeit aktualisiert werden, um eine genaue " "Rechnungsstellung und Lieferung zu gewährleisten." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:77 msgid "" "If any changes are made on a form in Odoo, include *Contacts* forms, " "remember to click :guilabel:`Save` to save the changes to the database." msgstr "" "Wenn Sie Änderungen an einem Formular in Odoo vornehmen, z. B. an Formularen" " eines *Kontakts*, müssen Sie auf :guilabel:`Speichern` klicken, um die " "Änderungen in der Datenbank zu speichern." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Online payment order confirmation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online payment, directly on a sales order. Once the sales " "order is electronically paid for by the customer, the salesperson attached " "to the sales order is instantly notified that the order is confirmed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 msgid "" "In order to have customers confirm orders with an online payment, the " "*Online Payment* setting **must** be activated." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:15 msgid "" "To activate the *Online Payment* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, check the box next to the :guilabel:`Online Payment` " "feature, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:23 msgid "" "Beneath the :guilabel:`Online Payment` option on the *Sales* " ":guilabel:`Settings` page, there's a :guilabel:`Default Quotation Validity` " "field. In this field, there's the option to add a specific number of days " "for quotations to remain valid by default." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:27 msgid "" "To enable this feature on a standard quotation, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field, on the :guilabel:`Other Info` tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on a standard quotation in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 msgid "" "To enable this feature on a quotation template, click the checkbox for the " ":guilabel:`Payment` feature option, located in the :guilabel:`Online " "confirmation` field of the quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting on quotation template forms in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 msgid "Payment providers" msgstr "Zahlungsanbieter" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:45 msgid "" "After activating the :guilabel:`Online Payment` feature, a link to configure" " :guilabel:`Payment Providers` appears beneath it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:48 msgid "" "Clicking that link reveals a separate :guilabel:`Payment Providers` page, in" " which a large variety of payment providers can be enabled, customized, and " "published." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "Payment providers page in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:56 #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:91 msgid ":doc:`../../../finance/payment_providers`" msgstr ":doc:`../../../finance/payment_providers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:59 msgid "Register a payment" msgstr "Eine Zahlung registrieren" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:61 msgid "" "After opening quotations in their customer portal, customers can click " ":guilabel:`Accept \\& Pay` to confirm their order with an online payment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The accept and pay button on an online quotation in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:68 msgid "" "After clicking :guilabel:`Accept \\& Pay`, customers are presented with " ":guilabel:`Validate Order` pop-up window containing different options for " "them to make online payments, in the :guilabel:`Pay with` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "How to register a payment on a validate order pop-up window in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:77 msgid "" "Odoo will **only** offer payment options on the :guilabel:`Validate Order` " "pop-up window that have been published and configured on the " ":guilabel:`Payment Providers` page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:80 msgid "" "Once the customer selects their desired method of payment, they will click " "the :guilabel:`Pay` button on the pop-up window to confirm the order. Odoo " "instantly notifies the assigned salesperson upon order confirmation with an " "online payment." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "" "Sample of notification that appears in the chatter when an online payment is" " made." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:89 #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:77 #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:99 msgid ":doc:`quote_template`" msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:90 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:245 msgid ":doc:`get_signature_to_validate`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "Online-Signaturen für Auftragsbestätigungen" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:5 msgid "" "The Odoo *Sales* application provides customers with the ability to confirm " "orders, via an online signature, directly on the sales order. Once the sales" " order is electronically signed by the customer, the salesperson attached to" " the sales order is instantly notified that the order is confirmed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "Online-Signaturen aktivieren" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:13 msgid "" "In order to have customers confirm orders with an online signature, the " "*Online Signature* feature **must** be activated." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:16 msgid "" "To activate the *Online Signature* feature, go to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Quotations \\& " "Orders` heading, and activate the :guilabel:`Online Signature` feature by " "checking the box beside it." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "" "The Online Signature feature option in the Settings of the Odoo Sales " "application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:24 msgid "Then, click the :guilabel:`Save` button in the top-left corner." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:27 msgid "" "When making a quotation template, the online signature feature is the " ":guilabel:`Signature` option, located in the :guilabel:`Online confirmation`" " field of the quotation template form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The Online confirmation signature option found on every quotation template " "in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:34 msgid "" "On standard quotations, the online signature feature is the " ":guilabel:`Signature` option, located under the :guilabel:`Other Info` tab " "of the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:0 msgid "" "The online signature feature option in the Other Info tab of a quotation " "form in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42 msgid "Order confirmations with online signatures" msgstr "Auftragsbestätigungen mit Online-Signaturen" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:44 msgid "" "When clients access quotations online through their customer portal, there's" " a :guilabel:`Sign \\& Pay` button directly on the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Sign and Pay button present on online quotations in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:51 msgid "" "When clicked, a :guilabel:`Validate Order` pop-up window appears. In this " "pop-up window, the :guilabel:`Full Name` field is auto-populated, based on " "the contact information in the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst-1 msgid "The Validate Order pop-up window for online signatures in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:58 msgid "" "Then, customers have the option to enter an online signature with any of the" " following options: :guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:61 msgid "" ":guilabel:`Auto` lets Odoo automatically generate an online signature based " "on the information in the :guilabel:`Full Name` field. :guilabel:`Draw` lets" " the customer use the cursor to create a custom signature directly on the " "pop-up window. And :guilabel:`Load` lets the customer upload a previously-" "created signature file from their computer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:66 msgid "" "After the customer has chosen any of the three previously mentioned " "signature options (:guilabel:`Auto`, :guilabel:`Draw`, or :guilabel:`Load`)," " they will click the :guilabel:`Accept \\& Sign` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:70 msgid "" "When :guilabel:`Accept \\& Sign` is clicked, the various payment method " "options become available for them to choose from (if the *online payment* " "option applies to this quotation)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:73 msgid "" "Then, when the quotation is paid and confirmed, a delivery order is " "automatically created (if the Odoo *Inventory* app is installed)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid ":doc:`get_paid_to_validate`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "Optionale Produkte" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:5 msgid "" "The use of optional products is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " "useful and related products to customers, which may result in an increased " "sale." msgstr "" "Die Verwendung von optionalen Produkten ist eine Marketingstrategie, die das" " Cross-Selling von Produkten zusammen mit einem Hauptprodukt beinhaltet. Das" " Ziel ist es, den Kunden nützliche und verwandte Produkte anzubieten, was zu" " einem erhöhten Absatz verhelfen kann." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:162 msgid "" "For instance, if a customer wants to buy a car, they have the choice to " "order massaging seats, as well, or ignore the offer and simply buy the car. " "Presenting the choice to purchase optional products enhances the customer " "experience." msgstr "" "Wenn ein Kunde zum Beispiel ein Auto kaufen möchte, hat er die Wahl, " "Massagesitze mitzubestellen oder das Angebot zu ignorieren und einfach das " "Auto zu kaufen. Die Möglichkeit, optionale Produkte zu kaufen, verbessert " "das Kundenerlebnis." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "Optionale Produkte auf Angeboten" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:16 msgid "" "With the Odoo *Sales* application, it is possible to add or modify optional " "products directly on quotations by navigating to the :guilabel:`Optional " "Products` tab on a quotation form." msgstr "" "Mit Odoo *Verkauf* ist es möglich, optionale Produkte direkt auf Angeboten " "hinzuzufügen oder zu ändern, indem Sie zum Reiter :guilabel:`Optionale " "Produkte` auf einem Angebotsformular navigieren." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "" "Wie Sie in Odoo Verkauf optionale Produkte zu Ihren Angeboten hinzufügen." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:23 msgid "" "To add an optional product(s) to a quotation, click :guilabel:`Add a " "product` in the :guilabel:`Optional Products` tab of a quotation. Doing so " "reveals a blank field in the :guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:179 msgid "" "When clicked, a drop-down menu with products from the database appear. " "Select the desired product from the drop-down menu to add it as an optional " "product to the quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:31 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the field, and the option appears in the drop-down menu. Then, " "select that desired product to add it to the quotation." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:36 msgid "" "When a product is added, the default :guilabel:`Quantity` is `1`, but that " "can be edited at any time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:182 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:42 msgid "" "Click the :guilabel:`Preview` button, located in the upper-left corner of " "the quotation, to reveal a preview of the quotation customers would receive," " via email, along with the optional products they can potentially add to " "their order, located in the :guilabel:`Options` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "Preview your quotations on Odoo Sales." msgstr "Vorschau Ihrer Angebote in Odoo Verkauf." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:50 msgid "" "Customers are able to add different optional products to an order by " "clicking the :guilabel:`🛒 (shopping cart)` icon, located to the right of the" " optional product line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:53 msgid "" "If a customer selects optional products, these are automatically added to " "the quotation managed by the salesperson." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:56 msgid "" "When the customer adds an optional product(s) to an order, the salesperson " "is instantly notified about the change, along with any other change the " "customer makes to an order. This allows salespeople to stay up-to-date with " "everything related to an order in the backend of the *Sales* application." msgstr "" "Wenn der Kunde ein oder mehrere optionale Produkte zu einer Bestellung " "hinzufügt, wird der Vertriebsmitarbeiter sofort über diese Änderung " "informiert, ebenso wie über jede andere Änderung, die der Kunde an einer " "Bestellung vornimmt. Auf diese Weise können Vertriebsmitarbeiter im Backend " "der *Verkaufsapp* über alles, was mit einer Bestellung zusammenhängt, auf " "dem Laufenden bleiben." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62 msgid "Optional products on quotation templates" msgstr "Optionale Produkte auf Angebotsvorlagen" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:65 msgid "" "Be sure to review the :doc:`quote_template` documentation to better " "understand how quotation templates work before reading the following " "information." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:68 msgid "" "For quotation templates, just like a typical quotation form, there is also " "an :guilabel:`Optional Products` tab, wherein related products or services " "can be added to a quotation template." msgstr "" "Für Angebotsvorlagen gibt es, genau wie für ein typisches Angebotsformular, " "auch einen Reiter :guilabel:`Optionale Produkte`, auf der verwandte Produkte" " oder Dienstleistungen zu einer Angebotsvorlage hinzugefügt werden können." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:71 msgid "" "To add optional products to a quotation template, navigate to " ":menuselection:`Sales app --> Configuration --> Quotation Templates`. Then, " "either select an existing quotation template to edit, or create a new one by" " clicking :guilabel:`New`." msgstr "" "Um optionale Produkte zu einer Angebotsvorlage hinzuzufügen, navigieren Sie " "zu :menuselection:`Verkauf --> Konfiguration --> Angebotsvorlagen`. Wählen " "Sie dann entweder eine vorhandene Angebotsvorlage aus, die Sie bearbeiten " "möchten, oder erstellen Sie eine neue Vorlage, indem Sie auf :guilabel:`Neu`" " klicken." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:75 msgid "" "On the quotation template form, click the :guilabel:`Optional Products` tab." " Under the :guilabel:`Optional Products` tab, click :guilabel:`Add a line`, " "and select the desired product to add as an optional product to the " "quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:83 msgid "" "The products added in the :guilabel:`Optional Products` tab are present in " "the quotation, by default, whenever that particular quotation template is " "used. These products can be removed, and additional products can be added, " "before the quotation is sent to a customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:88 msgid "" "It's best to offer optional products that would encourage a customer to add " "additional items to their order, or entice them to purchase a more expensive" " version of their initially selected product." msgstr "" "Bieten Sie am besten optionale Produkte an, die den Kunden ermutigen, seine " "Bestellung mit weiteren Artikeln zu ergänzen oder ihn dazu verleiten, eine " "teurere Version des ursprünglich ausgewählten Produkts zu kaufen." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:92 msgid "" "For example, if a customer purchases a wooden chair, some optional products " "could be: a warranty on that chair and/or a wooden chair with leather seats." msgstr "" "Wenn ein Kunde zum Beispiel einen Holzstuhl kauft, könnten einige optionale " "Produkte sein: eine Garantie auf diesen Stuhl und/oder ein Holzstuhl mit " "Ledersitzen." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:96 msgid "" "There is no limit to how many optional products can be added to a quotation " "template." msgstr "" "Es gibt keine Begrenzung für die Anzahl der optionalen Produkte, die einer " "Angebotsvorlage hinzugefügt werden können." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Before getting into detail about how to use product variants on quotations " "and sales orders, it's recommended to learn about " ":doc:`../products_prices/products/variants` in Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:8 msgid "" "Once familiarized with the basics surrounding product variants, the " "following covers how product variants can be added to quotations and sales " "orders using the *product configurator* or *order grid entry*." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:13 msgid "" "It should be noted that the setting is titled, *Variant Grid Entry* on the " "*Sales* app settings page, and titled, *Order Grid Entry* on product forms. " "So, be sure to keep that in mind." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:19 msgid "" "When working with product variants, Odoo uses the product configurator, by " "default. To add the variant grid entry option, that feature **must** be " "enabled in the Odoo *Sales* application. The variant grid entry option " "provides a pop-up window on the quotation/sales order to simplify the " "variant selection process." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:24 msgid "" "To enable that setting, go to :menuselection:`Sales app --> Configuration " "--> Settings`, and scroll to the :guilabel:`Product Catalog` section. Then, " "check the box next to the :guilabel:`Variant Grid Entry` option, and click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:33 msgid "" "Of course, the :guilabel:`Variants` feature **must** also be activated, in " "order to use product variants on quotations and sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "Produktkonfiguration" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 msgid "" "Once the :guilabel:`Variant Grid Entry` setting is enabled, both options " "(*Product Configurator* and *Order Grid Entry*) become available on every " "product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 msgid "" "To configure a product form to use either a product configurator or variant " "grid entry, start by navigating to :menuselection:`Sales app --> Products " "--> Products` to view all the products in the database." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:46 msgid "" "Then, select the desired product to configure, or click :guilabel:`New`, to " "create a new product from scratch. Once on the product form, click into the " ":guilabel:`Attributes \\& Variants` tab, where product variants can be " "viewed, modified, and added." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:50 msgid "" "At the bottom of the :guilabel:`Attributes \\& Variants` tab, there is a " ":guilabel:`Sales Variant Selection` section with two options: " ":guilabel:`Product Configurator` and :guilabel:`Order Grid Entry`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:55 msgid "" "It should be noted that these options **only** appear if at least two values" " of an attribute have been added to the record." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Sales variant selection options on the attributes and variants tab on " "product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" "These options determine which method is used when adding product variants to" " quotations or sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:65 msgid "" "The :guilabel:`Product Configurator` provides a pop-up window that neatly " "displays all the available product variants for that particular product when" " it's added to a quotation. However, only one variant can be selected/added " "at a time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:69 msgid "" "The :guilabel:`Order Grid Entry` provides the same information as the " ":guilabel:`Product Configurator` in a table layout, allowing the user to " "select larger numbers of unique product variants, and add them to a " "quotation/sales order, in a single view." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "Product configurator" msgstr "Produktkonfigurator" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:76 msgid "" "The product configurator feature appears as a :guilabel:`Configure` pop-up " "window, as soon as a product with (at least two) variants is added to a " "quotation or sales order, but **only** if the :guilabel:`Product " "Configurator` option is selected on its product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The product configurator pop-up window that appears on a quotation or sales " "order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:85 msgid "" "This :guilabel:`Configure` pop-up window also appears if the " ":guilabel:`Order Grid Entry` setting is **not** activated, as it is the " "default option Odoo uses when dealing with product variants on quotations " "and/or sales orders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 msgid "" "The :guilabel:`Product Configurator` option lets salespeople choose exactly " "which product variant to add to the quotation or sales order using a format " "similar to online shopping." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 msgid "" "The order grid entry feature appears as a :guilabel:`Choose Product " "Variants` pop-up window, as soon as a product with (at least two) variants " "is added to a quotation or sales order, but **only** if the :guilabel:`Order" " Grid Entry` option is selected on its product form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "The choose product variants pop-up window that appears on a quotation in " "Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 msgid "" "The :guilabel:`Choose Product Variants` pop-up window features all the " "variant options for that particular product. From this pop-up window, the " "salesperson can designate how many of each variant they'd like to add to the" " quotation/sales order at once." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:107 msgid "" "When all the desired quantities and variants have been selected, the " "salesperson simply clicks :guilabel:`Confirm`, and those orders are " "instantly added to the quotation/sales order in the :guilabel:`Order Lines` " "tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "" "Populated order lines tab after order grid entry has been chosen to select " "products." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116 msgid ":doc:`../products_prices/products/variants`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3 msgid "PDF quote builder" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:5 msgid "" "The *PDF Quote Builder* in Odoo *Sales* provides the opportunity to send " "customers a fully customized PDF file for quotes, showcasing the company and" " products, with various information and design elements, instead of just " "showing the price and total." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:9 msgid "" "The PDF Quote Builder groups header pages, product descriptions, the " "price(s), and footer pages to create a detailed quote. It can also inject " "dynamic texts in the PDF to personalize the offer for the customer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:13 msgid "" "Having a customized PDF in quotes provides a heightened conclusion to the " "shopping experience for customers, and adds an elegant level of " "professionalism to a company." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17 msgid "" "`Odoo Quick Tips - Create a PDF quote [video] " "`_" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:20 msgid "" "It is recommended to edit PDF forms with Adobe software. The form fields on " "the header and footer PDF templates are necessary to get dynamic values with" " Odoo." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:26 msgid "" "In order to add custom PDF files for quotes, the :guilabel:`PDF Quote " "builder` feature *must* be configured." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:29 msgid "" "To do that, navigate to :menuselection:`Sales app --> Configuration --> " "Settings`. Then, on the :guilabel:`Settings` page, scroll to the " ":guilabel:`Quotations & Orders` section, and locate the :guilabel:`PDF Quote" " builder` feature." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "The PDF Quote Builder feature located on the Settings page of the Sales " "application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:37 msgid "" "Here, custom :guilabel:`Header pages` and :guilabel:`Footer pages` can be " "uploaded. To upload either, click the :guilabel:`Upload your file` button, " "or the :guilabel:`✏️ (pencil)` icon to the right of the desired field, and " "proceed to locate, select, and upload the desired PDF file." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:42 msgid "" "Headers and footers can also be added directly in a quotation template, so " "it's possible to have different variations per template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:45 msgid "" "Clicking the :guilabel:`🗑️ (trash)` icon deletes the current PDF file and " "replaces the blank field with an :guilabel:`Upload your file` button." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:48 msgid "" "Once the desired PDF file(s) are uploaded in the appropriate fields in the " ":guilabel:`PDF Quote builder` section of the *Sales* :guilabel:`Settings` " "page, be sure to click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:51 msgid "The files uploaded here will be the default PDF used for all quotes." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54 msgid "Values set in the PDF Quote Builder settings are company-specific." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:57 msgid "Dynamic text in PDFs" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:59 msgid "" "While creating custom PDFs for quotes, use *dynamic text* for Odoo to auto-" "fill the PDF content with information related to the quote from the Odoo " "database, like names, prices, etc." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:62 msgid "" "Dynamic text values are form components (text inputs) that can be added in a" " PDF file, and Odoo automatically fills those values in with information " "related to the quote." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66 msgid "Dynamic text values" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:68 msgid "" "Below are common dynamic text values used in custom PDFs, and what they " "represent:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70 msgid ":guilabel:`name`: Sales Order Reference" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:71 msgid ":guilabel:`partner_id__name`: Customer Name" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:72 msgid ":guilabel:`user_id__name`: Salesperson Name" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:73 msgid ":guilabel:`amount_untaxed`: Untaxed Amount" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74 msgid ":guilabel:`amount_total`: Total Amount" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:75 msgid ":guilabel:`delivery_date`: Delivery Date" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76 msgid ":guilabel:`validity_date`: Expiration Date" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:77 msgid ":guilabel:`client_order_ref`: Customer Reference" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:80 msgid "" "Double underscore notation for :guilabel:`partner_id__name` and " ":guilabel:`user_id__name` values are used in place of the typically used `.`" " symbol because the library currently does not support the `.` symbol." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:84 msgid "Product-specific dynamic text values are as follows:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:86 msgid ":guilabel:`description`: Product Description" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:87 msgid ":guilabel:`quantity`: Quantity" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88 msgid ":guilabel:`uom`: Unit of Measure (UoM)" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:89 msgid ":guilabel:`price_unit`: Price Unit" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90 msgid ":guilabel:`discount`: Discount" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91 msgid ":guilabel:`product_sale_price`: Product List Price" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92 msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93 msgid ":guilabel:`tax_excl_price`: Tax Excluded Price" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94 msgid ":guilabel:`tax_incl_price`: Tax Included Price" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:97 msgid "" "When a PDF is built, it's best practice to use common dynamic text values " "(:guilabel:`name` and :guilabel:`partner_id_name`). When uploaded into the " "database, Odoo auto-populates those fields with the information from their " "respective fields." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:101 msgid "" "In this case, Odoo would auto-populate the Sales Order Reference in the " ":guilabel:`name` dynamic text field, and the Customer Name in the " ":guilabel:`partner_id_name` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "PDF quote being built using common dynamic placeholders." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:108 msgid "" "Once the PDF file(s) are complete, save them to the computer's hard drive, " "and proceed to upload them to Odoo via :menuselection:`Sales app --> " "Configuration --> Settings --> PDF Quote builder`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:111 msgid "" "Upload the created PDF in the :guilabel:`Header pages` or :guilabel:`Footer " "pages` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:113 msgid "Once the upload(s) are complete, click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:116 msgid "Add PDF to product" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:118 msgid "" "In Odoo *Sales*, it's also possible to add a custom PDF to a product form. " "When a PDF is added to a product, and that product is used in a quotation, " "that PDF is also inserted in the final PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:121 msgid "" "To add a custom PDF to a product, start by navigating to " ":menuselection:`Sales app --> Products --> Products`, and select the desired" " product to which a custom PDF should be added." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:125 msgid "" "A document could also be added to a product variant, instead of a product. " "If there are documents on a product *and* on its variant, **only** the " "documents in the variant are shown." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:128 msgid "" "To add a custom document to a product variant, navigate to " ":menuselection:`Sales app --> Products --> Product Variants`. Select the " "desired variant, click the :guilabel:`Documents` smart button, and proceed " "to upload the custom document(s) to the specific product variant." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:132 msgid "" "On the product page, click the :guilabel:`Documents` smart button at the top" " of the page." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "The Documents smart button on a product form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:138 msgid "" "Doing so reveals a separate :guilabel:`Documents` page for that product, " "wherein files related to that product can be uploaded. From this page, " "either click :guilabel:`New` or :guilabel:`Upload`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:141 msgid "" "Clicking :guilabel:`Upload` instantly provides the opportunity to upload the" " desired document. Then, the document can be further configured on the " "document card, or by clicking the three dots icon in the top right corner of" " the document card, and then clicking :guilabel:`Edit`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:145 msgid "" "Clicking :guilabel:`New` reveals a blank documents form, in which the " "desired PDF can be uploaded via the :guilabel:`Upload your file` button on " "the form, located in the :guilabel:`File Content` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "A standard document form with various fields for a specific product in Odoo " "Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:153 msgid "" "Various information and configurations related to the uploaded document can " "be modified here." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:155 msgid "" "The first field on the documents form is for the :guilabel:`Name` of the " "document, and it is grayed-out (not clickable) until a document is uploaded." " Once a PDF has been uploaded, the :guilabel:`Name` field is auto-populated " "with the name of the PDF, and it can then be edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:159 msgid "" "Prior to uploading a document, there's the option to designate whether the " "document is a :guilabel:`File` or :guilabel:`URL` from the :guilabel:`Type` " "drop-down field menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "A standard document form with an uploaded pdf in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:167 msgid "" "If a PDF is uploaded, the :guilabel:`Type` field is auto-populated to " ":guilabel:`File`, and it cannot be modified." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:170 msgid "" "Then, in the :guilabel:`Sales` section, in the :guilabel:`Visible at` field," " click the drop-down menu, and select either: :guilabel:`Quotation`, " ":guilabel:`Confirmed order`, or :guilabel:`Inside quote`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:174 msgid "" ":guilabel:`Quotation`: the document is sent to (and accessible by) customers" " at any time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:176 msgid "" ":guilabel:`Confirmed order`: the document is sent to customers upon the " "confirmation of an order. This is best for user manuals and other " "supplemental documents." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:179 msgid "" ":guilabel:`Inside quote`: the document is included in the PDF of the " "quotation, between the header pages and the :guilabel:`Pricing` section of " "the quote." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:183 msgid "" "When the :guilabel:`Inside quote` option for the :guilabel:`Visible at` " "field is chosen, and the custom PDF file, `Sample Builder.pdf` is uploaded, " "the PDF is visible on the quotation the in the *customer portal* under the " ":guilabel:`Documents` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Sample of an uploaded pdf with the inside quote option chosen in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:191 msgid "" "Lastly, in the :guilabel:`E-Commerce` section, decide whether or not to " ":guilabel:`Show on product page` on the front-end (in the online store)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:195 msgid "" "When the :guilabel:`Show on product page` option is enabled, a link to the " "uploaded document, `Sample Builder.pdf`, appears on the product's page, " "located on the frontend in the online store." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:198 msgid "" "It appears beneath a :guilabel:`Documents` heading, with a link showcasing " "the name of the uploaded document." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "" "Showing a link to an uploaded document on a product page using Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206 msgid "PDF quote" msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:208 msgid "" "Once a quote with a pre-configured PDF has been confirmed, Odoo provides the" " option to print the confirmed quote to check for errors, or to keep for " "records." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:211 msgid "" "To print the PDF quote, navigate to the confirmed quote, and click the " ":guilabel:`⚙️ (gear)` icon to reveal a drop-down menu. From this drop-down " "menu, select :guilabel:`Print`, then select :guilabel:`PDF Quote`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "" "Print pdf quote option on drop-down menu located on confirmed sales order in" " Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:219 msgid "" "Doing so instantly downloads the PDF quote. When opened, the PDF quote, " "along with the configured product PDF that was set to be visible inside the " "quote, can be viewed and printed." msgstr "" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223 msgid "" "Download these :download:`PDF quote builder examples " "` for added reference." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Quotation templates" msgstr "Angebotsvorlagen" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:5 msgid "" "In Odoo *Sales*, salespeople have the ability to create reusable quotation " "templates for common products or services that the business offers." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:8 msgid "" "By using these templates, quotations can be tailored and sent to customers " "at a much faster pace, without having to create new quotations from scratch " "every time a sales negotiation occurs." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:16 msgid "" "Begin by activating the setting in :menuselection:`Sales app --> " "Configuration --> Settings`, and scroll to the :guilabel:`Quotations \\& " "Orders` heading." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:19 msgid "" "In that section, check the box beside the :guilabel:`Quotation Templates` " "option. Doing so reveals a new :guilabel:`Default Template` field, in which " "a default quotation template can be chosen from a drop-down menu." msgstr "" "Kreuzen Sie in diesem Bereich das Kästchen neben der Option " ":guilabel:`Angebotsvorlagen` an. Dadurch wird ein neues Feld " ":guilabel:`Standardvorlage` eingeblendet, in dem Sie eine Standardvorlage " "für Angebote aus einem Drop-down-Menü auswählen können." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "How to enable quotation templates on Odoo Sales." msgstr "Wie Angebotsvorlagen in Odoo Verkauf aktiviert werden." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:27 msgid "" "Also, upon activating the :guilabel:`Quotation Template` feature, an " "internal :guilabel:`➡️ Quotation Templates` link appears beneath the " ":guilabel:`Default Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:30 msgid "" "Clicking that link reveals the :guilabel:`Quotation Templates` page, from " "which templates can be created, viewed, and edited." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:33 msgid "" "Before leaving the :guilabel:`Settings` page, don't forget to click the " ":guilabel:`Save` button to save all changes made during the session." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37 msgid "Create quotation templates" msgstr "Angebotsvorlagen erstellen" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:39 msgid "" "Click the :guilabel:`Quotation Templates` link on the :guilabel:`Settings` " "page, or navigate to :menuselection:`Sales app --> Configuration --> " "Quotation Templates`. Both options reveal the :guilabel:`Quotation " "Templates` page, where quotation templates can be created, viewed, and " "edited." msgstr "" "Klicken Sie auf der Seite :guilabel:`Einstellungen` auf den Link " ":guilabel:`Angebotsvorlagen`, oder navigieren Sie zu :menuselection:`Verkauf" " --> Konfiguration --> Angebotsvorlagen`. Beide Optionen öffnen die Seite " ":guilabel:`Angebotsvorlagen`, auf der Sie Angebotsvorlagen erstellen, " "ansehen und bearbeiten können." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates page in the Odoo Sales application." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:47 msgid "" "To create a new quotation template, click the :guilabel:`New` button, " "located in the upper-left corner. Doing so reveals a blank quotation " "template form that can be customized in a number of ways." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Create a new quotation template on Odoo Sales." msgstr "Eine neue Angebotsvorlage in Odoo Verkauf erstellen." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:54 msgid "" "Start by entering a name for the template in the :guilabel:`Quotation " "Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" "Then, in the :guilabel:`Quotation Validity` field, designate how many days " "the quotation template will remain valid for, or leave the field on the " "default `0` to keep the template valid indefinitely." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 msgid "" "Next, in the :guilabel:`Confirmation Mail` field, click the blank field to " "reveal a drop-down menu. From the drop-down menu, select a pre-configured " "email template to be sent to customers upon confirmation of an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:65 msgid "" "To create a new email template directly from the :guilabel:`Confirmation " "Mail` field, start typing the name of the new email template in the field, " "and select either: :guilabel:`Create` or :guilabel:`Create and edit...` from" " the drop-down menu that appears." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:69 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" " later." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 msgid "" "Selecting :guilabel:`Create and edit...` creates the email template, and a " ":guilabel:`Create Confirmation Mail` pop-up window appears, in which the " "email template can be customized and configured right away." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Create confirmation mail pop-up window from the quotation template form in " "Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:79 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:82 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:85 msgid "" "If a journal is set in the :guilabel:`Invoicing Journal` field, all sales " "orders with this template will invoice in that specified journal. If no " "journal is set in this field, the sales journal with the lowest sequence is " "used." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 msgid "" "If the :guilabel:`Online Signature` and/or :guilabel:`Online Payment` " "features are activated in the :guilabel:`Settings` (:menuselection:`Sales " "app --> Configuration --> Settings`), those options are available on " "quotation template forms." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:93 msgid "" "Check the box beside :guilabel:`Online Signature` to request an online " "signature from the customer to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:96 msgid "" "Check the box beside :guilabel:`Online Payment` to request an online payment" " from the customer to confirm an order. When :guilabel:`Online Payment` is " "checked, a new percentage field appears, in which a specific percentage of " "payment can be entered." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" "Both options, :guilabel:`Online Signature` and :guilabel:`Online Payment` " "can be enabled simultaneously, in which case the customer must provide " "**both** a signature **and** a payment to confirm an order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 msgid "" "In the :guilabel:`Recurring Plan` field, choose from a variety of pre-" "configured amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`," " etc.) to designate how often this quotation template should occur." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:109 msgid "" "The :guilabel:`Recurring Plan` field **only** applies to subscription plans." " For more information, check out the documentation on " ":doc:`../../subscriptions/plans`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:113 msgid "Lines tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 msgid "" "In the :guilabel:`Lines` tab, products can be added to the quotation " "template by clicking :guilabel:`Add a product`, organized by clicking " ":guilabel:`Add a section` (and dragging/dropping section headers), and " "further explained with discretionary information (such as warranty details, " "terms, etc.) by clicking :guilabel:`Add a note`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:120 msgid "" "To add a product to a quotation template, click :guilabel:`Add a product` in" " the :guilabel:`Lines` tab of a quotation template form. Doing so reveals a " "blank field in the :guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:123 msgid "" "When clicked, a drop-down menu with existing products in the database " "appear. Select the desired product from the drop-down menu to add it to the " "quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 msgid "" "If the desired product isn't readily visible, type the name of the desired " "product in the :guilabel:`Product` field, and the option appears in the " "drop-down menu. Products can also be found by clicking :guilabel:`Search " "More...` from the drop-down menu." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:132 msgid "" "When a product is added to a quotation template, the default " ":guilabel:`Quantity` is `1`, but that can be edited at any time." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:135 msgid "" "Then, drag-and-drop the product to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 msgid "" "To add a *section*, which serves as a header to organize the lines of a " "sales order, click :guilabel:`Add a section` in the :guilabel:`Lines` tab. " "When clicked, a blank field appears, in which the desired name of the " "section can be typed. When the name has been entered, click away to secure " "the section name." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:143 msgid "" "Then, drag-and-drop the section name to the desired position, via the " ":guilabel:`six squares` icon, located to the left of each line item." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:146 msgid "" "To add a note, which would appear as a piece of text for the customer on the" " quotation, click :guilabel:`Add a note` in the :guilabel:`Lines` tab. When " "clicked, a blank field appears, in which the desired note can be typed. When" " the note has been entered, click away to secure the note." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:150 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:152 msgid "" "To delete any line item from the :guilabel:`Lines` tab (product, section, " "and/or note), click the :guilabel:`🗑️ (trash can)` icon on the far-right " "side of the line." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:156 msgid "Optional Products tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:158 msgid "" "The use of *optional products* is a marketing strategy that involves the " "cross-selling of products along with a core product. The aim is to offer " "useful and related products to customers, which may result in an increased " "sale." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:166 msgid "" "Optional products appear as a section on the bottom of sales orders and " "eCommerce pages. Customers can immediately add them to their online sales " "orders themselves, if desired." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:173 msgid "" "In the :guilabel:`Optional Products` tab, :guilabel:`Add a line` for each " "cross-selling product related to the original items in the :guilabel:`Lines`" " tab, if applicable. The products added here ideally complement the original" " offering as added value for the prospective buyer." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:177 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:186 msgid "Optional products are **not** required to create a quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:189 msgid "Terms \\& Conditions tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:191 msgid "" "The :guilabel:`Terms \\& Conditions` tab provides the opportunity to add " "terms and conditions to the quotation template. To add terms and conditions," " simply type (or copy/paste) the desired terms and conditions in this tab." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:196 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 msgid "PDF Quote Builder tab" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:204 msgid "" "The :guilabel:`PDF Quote Builder` tab provides options to compose an " "attractive quotation, with more information and visually-pleasing elements, " "to highlight products and/or services." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" "To upload customer :guilabel:`Header pages` and :guilabel:`Footer pages`, " "click the :guilabel:`✏️ (pencil)` icon to the right of the respective pages." " Click the :guilabel:`🗑️ (trash)` icon to delete an uploaded PDF." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:212 msgid ":doc:`/applications/sales/sales/send_quotations/pdf_quote_builder`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:215 msgid "Use quotation templates" msgstr "Angebotsvorlagen verwenden" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:217 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:224 msgid "" "To view what the customer will see, click the :guilabel:`Preview` button at " "the top of the page to see how the quotation template appears on the front-" "end of the website through Odoo's customer portal." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:233 msgid "" "Quotation template design uses the same methodology and functionality with " "design building blocks as a typical web page design with Odoo *Website*. Be " "sure to check out the :doc:`../../../websites/website` documentation to " "learn more." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:237 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:240 msgid "" "There is also a blue banner at the top of the quotation template design with" " a link to quickly return :guilabel:`Back to edit mode`. When clicked, Odoo " "returns to the quotation form in the back-end of the *Sales* application." msgstr "" #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Abonnements" #: ../../content/applications/sales/subscriptions.rst:7 msgid "" "Odoo *Subscriptions* is used to run recurring businesses: :ref:`sell new " "contracts `, :doc:`upsell customers " "`, keep the churn under " "control, and :doc:`generate reports " "` on the main :abbr:`KPIs (Key " "Performance Indicators)`: :abbr:`MRR (Monthly Recurring Revenue)`, " ":abbr:`ARR (Annual Recurring Revenue)`, retention, churn, etc." msgstr "" "Odoo *Abonnements* wird verwendet, um wiederkehrende Geschäfte zu betreiben:" " :ref:`Neue Verträge verkaufen `, :doc:`Upselling " "`, Kontrolle der Abwanderung " "und :doc:`Erstellung von Berichten " "` über die wichtigsten " ":abbr:`KPIs (Key Performance Indicators)`: :abbr:`MRR (Monthly Recurring " "Revenue)`, :abbr:`ARR (Annual Recurring Revenue)`, Kundenbindung, " "Abwanderung, usw." #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "" "`Odoo-Tutorials: Subscriptions " "`_" #: ../../content/applications/sales/subscriptions.rst:16 msgid ":doc:`/applications/sales/subscriptions/products`" msgstr ":doc:`/applications/sales/subscriptions/products`" #: ../../content/applications/sales/subscriptions.rst:17 msgid ":doc:`/applications/sales/subscriptions/ecommerce`" msgstr ":doc:`/applications/sales/subscriptions/ecommerce`" #: ../../content/applications/sales/subscriptions.rst:18 msgid ":doc:`/applications/sales/subscriptions/plans`" msgstr ":doc:`/applications/sales/subscriptions/plans`" #: ../../content/applications/sales/subscriptions.rst:19 msgid ":doc:`/applications/sales/subscriptions/upselling`" msgstr ":doc:`/applications/sales/subscriptions/upselling`" #: ../../content/applications/sales/subscriptions.rst:20 msgid ":doc:`/applications/sales/subscriptions/renewals`" msgstr ":doc:`/applications/sales/subscriptions/renewals`" #: ../../content/applications/sales/subscriptions.rst:21 msgid ":doc:`/applications/sales/subscriptions/closing`" msgstr ":doc:`/applications/sales/subscriptions/closing`" #: ../../content/applications/sales/subscriptions.rst:22 msgid ":doc:`/applications/sales/subscriptions/automatic_alerts`" msgstr ":doc:`/applications/sales/subscriptions/automatic_alerts`" #: ../../content/applications/sales/subscriptions.rst:23 msgid ":doc:`/applications/sales/subscriptions/reports`" msgstr ":doc:`/applications/sales/subscriptions/reports`" #: ../../content/applications/sales/subscriptions.rst:28 msgid "Subscription quotations" msgstr "Abo-Angebote" #: ../../content/applications/sales/subscriptions.rst:31 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "" "Verkaufsaufträge mit einer bestimmten Wiederholung werden zu Abonnements." #: ../../content/applications/sales/subscriptions.rst:33 msgid "" "To create a new subscription, click on :guilabel:`New` from the " "*Subscription* or the :doc:`Sales ` app. You can " "either:" msgstr "" "Um ein neues Abonnement zu erstellen, klicken Sie auf :guilabel:`Neu` in der" " *Abonnement*-App oder :doc:`Verkauf`-App. Sie können " "entweder:" #: ../../content/applications/sales/subscriptions.rst:36 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" "Einen :doc:`Abo-Plan ` auswählen, " "um das Angebot sofort im Voraus auszufüllen oder" #: ../../content/applications/sales/subscriptions.rst:38 msgid "" "Fill out the quotation normally, making sure to select a recurrence and an " "end date if necessary and adding :doc:`recurrent products " "`." msgstr "" "das Angebot ganz normal ausfüllen. Achten Sie darauf, dass Sie ein " "Wiederholungsdatum und gegebenenfalls ein Enddatum auswählen und fügen Sie " ":doc:`wiederkehrende Produkte ` " "hinzu." #: ../../content/applications/sales/subscriptions.rst:42 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" "Sie können unterschiedliche Rechnungs- und Lieferadressen definieren, indem " "Sie die Funktion :doc:`Kundenadressen " "` " "aktivieren." #: ../../content/applications/sales/subscriptions.rst:48 msgid "Confirmation" msgstr "Bestätigung" #: ../../content/applications/sales/subscriptions.rst:50 msgid "" "Send the quotation to the customer for confirmation by clicking on " ":guilabel:`Send by email`, or confirm it immediately by clicking on " ":guilabel:`Confirm`." msgstr "" "Senden Sie das Angebot zur Bestätigung an den Kunden, indem Sie auf " ":guilabel:`Per E-Mail versenden` klicken, oder bestätigen Sie es sofort, " "indem Sie auf :guilabel:`Bestätigen` klicken." #: ../../content/applications/sales/subscriptions.rst:54 msgid "" "Click on :guilabel:`Customer Preview` to preview the customer portal where " "the customer can view their quotation, sign and pay it, and communicate with" " you." msgstr "" "Klicken Sie auf :guilabel:`Kundenvorschau`, um eine Vorschau des " "Kundenportals anzuzeigen, in dem der Kunde sein Angebot einsehen, " "unterschreiben und bezahlen und mit Ihnen kommunizieren kann." #: ../../content/applications/sales/subscriptions.rst:60 msgid "Automatic payments" msgstr "Automatische Zahlungen" #: ../../content/applications/sales/subscriptions.rst:62 msgid "" "You can require the customer to set an automatic payment method and pre-pay " "the subscription's first occurrence before they can confirm their quotation." " To do so, go to the :guilabel:`Other Info` tab of the quotation and check " "the :guilabel:`Payment` option in the :guilabel:`Online confirmation` field." msgstr "" "Sie können den Kunden auffordern, eine automatische Zahlungsmethode " "festzulegen und die erste Zahlung für das Abonnement im Voraus zu leisten, " "bevor er sein Angebot bestätigen kann. Gehen Sie dazu auf den Reiter " ":guilabel:`Weitere Informationen` des Angebots und markieren Sie die Option " ":guilabel:`Zahlung` im Feld :guilabel:`Online-Bestätigung`." #: ../../content/applications/sales/subscriptions.rst:67 msgid "" "If you leave :guilabel:`Payment` unchecked, the customer doesn't have to " "pre-pay to start the subscription. This means that the payment is not " "automatic and that the customer must pay each invoice manually." msgstr "" "Wenn Sie :guilabel:`Zahlung` nicht ankreuzen, muss der Kunde keine " "Vorauszahlung leisten, um das Abonnement zu starten. Das bedeutet, dass die " "Zahlung nicht automatisch erfolgt und dass der Kunde jede Rechnung manuell " "bezahlen muss." #: ../../content/applications/sales/subscriptions.rst:72 msgid "" "If the online confirmation requires a pre-payment, your customer can select " "only the :ref:`payment providers ` " "that have the :ref:`tokenization feature `. " "This ensures that the customer is automatically charged at each new period." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automation rules" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5 msgid "" "With subscriptions up-and-running, it is important to stay up-to-date with " "customers. It is efficient to use automation to avoid having to manually go " "through the list of subscribers to see how things are going. That is where " "Odoo's *automation rules* feature comes into play." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9 msgid "" "The Odoo *Subscriptions* application allows users to set up automatic " "emails, create tasks for salespeople, and even send satisfaction surveys for" " subscribers to evaluate their experience." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:13 msgid "Create automation rules" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:15 msgid "" "To create an automated rule, start by navigating to " ":menuselection:`Subscriptions app --> Configuration --> Automation Rules`. " "This is where all the automation rules for subscriptions can be found." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:19 msgid "" "The :guilabel:`Automation Rules` page shows each rule's :guilabel:`Name`, " ":guilabel:`Action To Do`, what the automated rule will :guilabel:`Trigger " "On`, and the :guilabel:`Company` to which the rule applies." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:23 msgid "" "To view or modify any existing automation rule, simply click the desired " "rule from this page." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:26 msgid "" "When modifying an existing automation rule, Odoo \"grays-out\" the " ":guilabel:`Action` section of the form, and provides the following warning: " "*Action data can not be updated to avoid unexpected behaviors. Create a new " "action instead.*" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30 msgid "To create a new automation rule, click :guilabel:`New`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "The Automation Rules page in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:36 msgid "" "Clicking :guilabel:`New` reveals a blank :guilabel:`Automation Rules` form " "with numerous fields to configure." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "A sample Automation Rules form in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:44 msgid "Automation rule form fields" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:46 msgid ":guilabel:`Action Name`: title of the automated action rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:49 msgid "Apply On section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:51 msgid "" "The :guilabel:`Apply On` section dictates which subscription " "orders/customers this automated action applies to." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54 msgid "" ":guilabel:`MRR Between`: designate a range of monthly recurring revenue to " "target." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:55 msgid "" ":guilabel:`MRR Change More`: designate a change of monthly recurring revenue" " to target, in either percentage or unit of currency." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:57 msgid "" ":guilabel:`Over`: choose a period of time over which the designated KPIs " "(Key Performance Indicators) are calculated." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:59 msgid "" ":guilabel:`Rating Satisfaction`: designate satisfaction as " ":guilabel:`greater than` or :guilabel:`less than` a percentage." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:61 msgid "" ":guilabel:`Status`: select the status of the subscriptions to be included in" " this automation rule. The options are: :guilabel:`Quotation`, " ":guilabel:`Quotation Sent`, :guilabel:`Sales Order`, and " ":guilabel:`Cancelled`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:64 msgid "" ":guilabel:`Stage goes from`: designate when the automation rule should be " "activated using two fields that represent two different stages of the " "subscription." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:66 msgid "" ":guilabel:`Subscription Plans`: choose specific subscription plans to target" " with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:68 msgid "" ":guilabel:`Products`: select specific product(s) to target with the " "automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:69 msgid "" ":guilabel:`Customers`: select specific customer(s) to target with the " "automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:70 msgid "" ":guilabel:`Company`: in a multi-company environment, select a specific " "company's subscription data to target with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:72 msgid "" ":guilabel:`Sales Team`: select the data of specific sales team(s) to target " "with the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:76 msgid "" "If any field is left blank, the rule applies to every subscription without " "that specific designation." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:80 msgid "" "The number of subscriptions that match the configured criteria of the " "customized automation rule are displayed at the bottom of the " ":guilabel:`Apply On` field." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 msgid "" "If that green subscriptions link is clicked, Odoo reveals a separate page " "showcasing all the subscriptions that meet that automation rule's criteria." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:87 msgid "Action section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:89 msgid "" "The :guilabel:`Action` section dictates what action occurs when an automated" " rule is triggered." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:91 msgid "" "In the :guilabel:`Action To Do` field, choose the action that will occur " "once the automated rule is triggered. When clicked, the following options " "become available on a drop-down menu:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:94 msgid "" ":guilabel:`Create next activity`: creates the next activity to occur, which " "is configured in the :guilabel:`Activity` section that appears at the bottom" " of the automation rule form." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:96 msgid "" ":guilabel:`Send an email to the customer`: sends an email to the customer(s)" " who fit the specified criteria of the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:98 msgid "" ":guilabel:`Send an SMS Text Message to the customer`: sends an SMS message " "to the customer(s) who fit the specified criteria of the automation rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:100 msgid "" ":guilabel:`Set Contract Health value`: set the health value of the " "subscription contract." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:102 msgid "" "If :guilabel:`Send an email to the customer` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:105 msgid "" ":guilabel:`Email Template`: create (and edit) a new email template *or* " "select from a list of pre-configured email templates to send to the " "customer(s)." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:108 msgid "" "If :guilabel:`Send an SMS Text Message to the customer` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:111 msgid "" ":guilabel:`SMS Template`: create (and edit) a new SMS template *or* select " "from a list of pre-configured SMS templates to send to the customer(s)." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:114 msgid "" "If :guilabel:`Set Contract Health value` is selected in the " ":guilabel:`Action To Do` field, the following field appears:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:117 msgid "" ":guilabel:`Health`: designate the health of the subscription by choosing one" " of the following options: :guilabel:`Neutral`, :guilabel:`Good`, or " ":guilabel:`Bad`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:120 msgid "" "In the :guilabel:`Trigger On` field, decide whether the automated rule " "should be triggered on a :guilabel:`Modification` or :guilabel:`Timed " "Condition`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:124 msgid "" "A :guilabel:`Trigger Now` button appears at the top of the automation rule " "form *only* when a trigger has been configured for the rule." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:128 msgid "" "When the :guilabel:`Trigger Now` button is clicked, Odoo will trigger the " "action on *all* linked subscriptions, regardless of possible timed " "conditions." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:131 msgid "" "If :guilabel:`Timed Condition` is selected in the :guilabel:`Trigger On` " "field, the following fields appear:" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:134 msgid "" ":guilabel:`Trigger Date`: represents when the condition should be triggered." " If left blank, the action is created upon subscription creation *and* " "updates." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:136 msgid "" ":guilabel:`Delay After Trigger`: select a delayed amount of time " "(:guilabel:`Minutes`, :guilabel:`Hours`, :guilabel:`Days`, or " ":guilabel:`Months`) for Odoo to wait before triggering the configured " "action. If a negative number is entered, the \"delay\" will occur *before* " "the :guilabel:`Trigger Date`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:142 msgid "Activity section" msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:144 msgid "" "If :guilabel:`Create next activity` is selected in the :guilabel:`Action To " "Do` field, an :guilabel:`Activity` section appears at the bottom of the " ":guilabel:`Automation Rules` form." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:147 msgid "" ":guilabel:`Activity Type`: select an pre-configured activity type from the " "drop-down menu." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:148 msgid ":guilabel:`Title`: enter a custom title for the chosen activity." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:149 msgid "" ":guilabel:`Note`: leave a note for the employee to whom the activity is " "assigned." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:150 msgid "" ":guilabel:`Due Date In`: enter an amount of days within which the activity " "should be completed." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:151 msgid "" ":guilabel:`Assign To`: choose to assign the specified activity to either: " ":guilabel:`Subscription Salesperson`, :guilabel:`Sales Team Leader`, or " ":guilabel:`Specific Users`." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:155 msgid "" "If :guilabel:`Specific Users` is selected as the :guilabel:`Assign To` " "option, a new :guilabel:`Specific Users` field appears beneath it, where a " "specific employee(s) can be chosen as the assignee(s) for the configured " "activity." msgstr "" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:160 #: ../../content/applications/sales/subscriptions/closing.rst:105 #: ../../content/applications/sales/subscriptions/renewals.rst:85 #: ../../content/applications/sales/subscriptions/reports.rst:406 #: ../../content/applications/sales/subscriptions/upselling.rst:103 msgid ":doc:`../subscriptions`" msgstr ":doc:`../subscriptions`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:161 #: ../../content/applications/sales/subscriptions/closing.rst:106 #: ../../content/applications/sales/subscriptions/renewals.rst:86 #: ../../content/applications/sales/subscriptions/reports.rst:407 #: ../../content/applications/sales/subscriptions/upselling.rst:104 msgid ":doc:`plans`" msgstr ":doc:`plans`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:162 #: ../../content/applications/sales/subscriptions/closing.rst:107 #: ../../content/applications/sales/subscriptions/renewals.rst:87 #: ../../content/applications/sales/subscriptions/reports.rst:408 #: ../../content/applications/sales/subscriptions/upselling.rst:105 msgid ":doc:`products`" msgstr ":doc:`products`" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:5 msgid "" "Odoo *Subscriptions* provides flexibility for businesses to decide whether " "customers can self-manage their subscriptions, or restrict that ability " "entirely." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:11 msgid "" "Start by navigating to :menuselection:`Subscriptions app --> Configuration " "--> Recurring Plans`. From there, either create a new plan by clicking " ":guilabel:`New` or select an existing one to modify it." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:15 msgid "" "Once on the :guilabel:`Recurring Plans` form, enable the " ":guilabel:`Closable` option, in the :guilabel:`Self-Service` section, to " "allow customers to close their own subscriptions using the customer portal." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "The Closable option on a recurring plan form in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:24 msgid ":doc:`Configure recurring plans `" msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:27 msgid "Close a subscription" msgstr "Ein Abonnement schließen" #: ../../content/applications/sales/subscriptions/closing.rst:30 msgid "Administrator view" msgstr "Administratoransicht" #: ../../content/applications/sales/subscriptions/closing.rst:32 msgid "" "After a quotation for a subscription product has been confirmed, it becomes " "a sales order, and the subscription status changes to :guilabel:`In " "Progress`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:35 msgid "" "At that point, the ability to close the subscription becomes available, via " "the :guilabel:`Close` button at the top of the subscription order, near the " "row that contains :guilabel:`In Progress` and other stages. This option is " "also available after the order has been invoiced and the payment has been " "registered." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription from an administration point of view with Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:44 msgid "" "Clicking the :guilabel:`Close` button prompts a :guilabel:`Close Reason` " "pop-up window to appear, allowing administrators to input the reason for " "closing the subscription, or choose from the drop-down menu of options in " "the :guilabel:`Reason` field." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The Close Reason pop-up when the Close button is clicked in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "" "When the desired :guilabel:`Reason` is entered, click the :guilabel:`Submit`" " button." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:54 msgid "" "Clicking :guilabel:`Submit` on the :guilabel:`Close Reason` pop-up window " "updates the subscription sales order to show :guilabel:`Churned` status tag," " along with the specified :guilabel:`Close Reason`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "A churned sales order for a closed subscription in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:62 msgid "" "That same close reason can be found in the *Chatter* of the sales order, as " "well." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The chatter of a churned sales order for a closed subscription in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:69 msgid "Customer view" msgstr "Kundenansicht" #: ../../content/applications/sales/subscriptions/closing.rst:72 msgid "" "As an administrator, the ability to visualize what customers see when " "managing their subscriptions is accessible via the :guilabel:`Preview` " "button, located at the top of the subscription sales order." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:76 msgid "" "From the customer's point of view, in the customer portal, the " ":guilabel:`Close Subscription` button is located on the left side of the " "sales order." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close subscription button on a customer's view of a sales order in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:83 msgid "" "When the customer clicks the :guilabel:`Close Subscription` button, a " ":guilabel:`Close Subscription` pop-up window appears, in which the customer " "has to choose from a select list of reasons why they are choosing to close " "the subscription." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "The close subscription pop-up window customers see when closing a " "subscription." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:92 msgid "" "Customers can *only* chose a pre-configured reason why the subscription is " "being closed. They can *not* enter a custom reason from the customer portal." " These selections can be adjusted by navigating to " ":menuselection:`Subscriptions --> Configuration --> Close Reasons`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:96 msgid "" "Once the customer has chosen a close reason, they would click the " ":guilabel:`Submit` button on the pop-up window." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:99 msgid "" "Upon closure, the subscription order in the customer portal is tagged as " ":guilabel:`Closed`." msgstr "" #: ../../content/applications/sales/subscriptions/closing.rst:101 msgid "" "In addition, the specified :guilabel:`Close Reason` appears on the " "subscription order in the *Subscriptions* app in the backend " "(Administrator's view)." msgstr "" #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Use subscriptions in the eCommerce shop" msgstr "Abonnements im E-Commerce-Shop verwenden" #: ../../content/applications/sales/subscriptions/ecommerce.rst:5 msgid "" "Subscription products can be sold in the Odoo *eCommerce* shop just like " "regular sales products." msgstr "" "Abonnementprodukte können im Odoo-*E-Commerce*-Shop genauso verkauft werden " "wie reguläre Verkaufsprodukte." #: ../../content/applications/sales/subscriptions/ecommerce.rst:7 msgid "" "However, by default, the eCommerce product page only displays the shortest " "recurrence period listed in the :guilabel:`Time-based pricing` tab of the " "product form. For example, if a subscription product has *monthly* and " "*yearly* recurrence periods configured, then only the monthly price appears " "on the eCommerce page for that product by default." msgstr "" "Standardmäßig wird auf der E-Commerce-Produktseite jedoch nur der kürzeste " "wiederkehrende Zeitraum angezeigt, der im Reiter :guilabel:`Zeitbasierte " "Preisgestaltung` des Produktformulars aufgeführt ist. Wenn zum Beispiel für " "ein Abonnementprodukt *monatliche* und *jährliche* Wiederholungsperioden " "konfiguriert sind, wird auf der E-Commerce-Seite für dieses Produkt " "standardmäßig nur der monatliche Preis angezeigt." #: ../../content/applications/sales/subscriptions/ecommerce.rst:12 msgid "" "To add more recurrence periods to the eCommerce product page, create a " "*product variant* for each recurrence period." msgstr "" "Um der E-Commerce-Produktseite weitere wiederkehrende Zeiträume " "hinzuzufügen, erstellen Sie eine *Produktvariante* für jeden wiederkehrenden" " Zeitraum." #: ../../content/applications/sales/subscriptions/ecommerce.rst:16 msgid "" ":doc:`Configure subscription products " "`" msgstr "" ":doc:`Abonnementprodukte konfigurieren " "`" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" ":doc:`Product variants " "`" msgstr "" ":doc:`Produktvarianten " "`" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "Create recurrence periods as product variants" msgstr "Wiederholungsperioden als Produktvarianten erstellen" #: ../../content/applications/sales/subscriptions/ecommerce.rst:22 msgid "" "To set up each recurrence period as a product variant, go to " ":menuselection:`Subscriptions --> Subscriptions --> Products` and select a " "product. In the :guilabel:`Attributes & Variants` tab, click :guilabel:`Add " "a line`." msgstr "" "Um jede Wiederholungsperiode als Produktvariante einzurichten, gehen Sie zu " ":menuselection:`Abonnements --> Abonnements --> Produkte` und wählen Sie ein" " Produkt aus. Klicken Sie im Reiter :guilabel:`Attribute & Varianten` auf " ":guilabel:`Zeile hinzufügen`." #: ../../content/applications/sales/subscriptions/ecommerce.rst:26 msgid "" "Create an :guilabel:`Attribute` called `Billing Period` (or something " "similar) by typing in the name and clicking :guilabel:`Create`. This " "attribute name appears as the option heading on the product page of the " "eCommerce shop." msgstr "" "Erstellen Sie ein :guilabel:`Attribut` mit dem Namen `Abrechnungsperiode` " "(oder etwas Ähnlichem), indem Sie den Namen eingeben und auf " ":guilabel:`Erstellen` klicken. Dieser Attributname erscheint als " "Optionsüberschrift auf der Produktseite des E-Commerce-Shops." #: ../../content/applications/sales/subscriptions/ecommerce.rst:30 msgid "" "Next, create :guilabel:`Values` that correspond to the recurrence periods " "that are configured in the :guilabel:`Time-based pricing` tab of the product" " form. Type in the name of the recurrence period, then click " ":guilabel:`Create`. These value names appear as selectable options on the " "product page of the eCommerce shop." msgstr "" "Als nächstes erstellen Sie :guilabel:`Werte`, die den Wiederholungsperioden " "entsprechen, die im Reiter :guilabel:`Zeitbasierte Preisgestaltung` des " "Produktformulars konfiguriert sind. Geben Sie den Namen der " "Wiederholungsperiode ein und klicken Sie dann auf :guilabel:`Erstellen`. " "Diese Wertnamen erscheinen als auswählbare Optionen auf der Produktseite des" " E-Commerce-Shops." #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants in the \"Attributes & Variants\" tab of\n" "the product form." msgstr "" "Wiederholungsperioden, die als Produktvarianten im Reiter „Attribute & Varianten“ des\n" "des Produktformulars konfiguriert sind." #: ../../content/applications/sales/subscriptions/ecommerce.rst:40 msgid "" "Click on the :guilabel:`☁️ (cloud)` icon at the top of the page to save " "manually. After saving, a :guilabel:`Product Variants` column appears on the" " :guilabel:`Time-based pricing` tab. Assign the product variants to their " "corresponding recurrence periods and prices." msgstr "" "Klicken Sie auf das Symbol :guilabel:`☁️ (Wolke)` oben auf der Seite, um " "manuell zu speichern. Nach dem Speichern erscheint eine Spalte " ":guilabel:`Produktvarianten` im Reiter :guilabel:`Zeitbasierte " "Preisgestaltung`. Ordnen Sie die Produktvarianten den entsprechenden " "Wiederholungsperioden und Preisen zu." #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "Product variants on the \"Time-based pricing\" tab of the product form." msgstr "" "Produktvarianten im Reiter „Zeitbasierte Preisgestaltung“ des " "Produktformulars." #: ../../content/applications/sales/subscriptions/ecommerce.rst:48 msgid "" "The product variants are now available for selection on the eCommerce " "product page." msgstr "" "Die Produktvarianten sind jetzt auf der E-Commerce-Produktseite zur Auswahl " "verfügbar." #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants on the eCommerce product " "page." msgstr "" "Wiederholungsperioden, die als Produktvarianten auf der E-Commerce-" "Produktseite konfiguriert sind." #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "Abopläne" #: ../../content/applications/sales/subscriptions/plans.rst:5 msgid "" "*Subscription plans* are :doc:`quotation templates " "` used to " "preconfigure quotations with subscription products. Use subscription plans " "to quickly create subscription orders." msgstr "" "*Abopläne* sind :doc:`Angebotsvorlagen " "`, die zur " "Vorkonfiguration von Angeboten mit Abonnementprodukten verwendet werden. " "Verwenden Sie Abopläne, um schnell Abonnementaufträge zu erstellen." #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "Abopläne konfigurieren" #: ../../content/applications/sales/subscriptions/plans.rst:12 msgid "" "To configure subscription plans, go to :menuselection:`Subscriptions --> " "Configuration --> Plans`. Then, click :guilabel:`New` to create a new plan, " "or select an existing plan to edit it." msgstr "" "Um Abopläne zu konfigurieren, gehen Sie zu :menuselection:`Abonnements --> " "Konfiguration --> Pläne`. Klicken Sie dann auf :guilabel:`Neu`, um einen " "neuen Plan zu erstellen, oder wählen Sie einen bestehenden Plan, um ihn zu " "bearbeiten." #: ../../content/applications/sales/subscriptions/plans.rst:15 msgid "" "Since the Odoo *Subscriptions* app is integrated closely with the *Sales* " "app, subscription plans use the same form as quotation templates." msgstr "" "Da Odoo *Abonnements* eng mit der App *Verkauf* integriert ist, verwenden " "Abopläne das gleiche Formular wie Angebotsvorlagen." #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "Konfigurationsformular für Abopläne (Angebotsvorlage)." #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "Das Formular des Aboplans enthält die folgenden Optionen:" #: ../../content/applications/sales/subscriptions/plans.rst:24 msgid "" ":guilabel:`Name`: Enter a name for the subscription plan at the top of the " "page." msgstr "" ":guilabel:`Name`: Geben Sie den Namen für den Aboplan oben auf der Seite " "ein." #: ../../content/applications/sales/subscriptions/plans.rst:25 msgid "" ":guilabel:`Quotation expires after`: Enter the number of days after which " "the quotation expires, starting from the day the quotation is sent to the " "customer. Leave this field at zero for the quotation to never expire." msgstr "" ":guilabel:`Angebot verfällt nach`: Geben Sie die Anzahl der Tage ein, nach " "denen das Angebot abläuft, beginnend mit dem Tag, an dem das Angebot an den " "Kunden gesendet wird. Lassen Sie dieses Feld auf Null stehen, wenn das " "Angebot nie ablaufen soll." #: ../../content/applications/sales/subscriptions/plans.rst:28 msgid "" ":guilabel:`Online Confirmation`: Check the boxes next to " ":guilabel:`Signature` or :guilabel:`Payment` to enable the customer to " "confirm their subscription order by signing or paying for the quotation. " "Enable both to leave the choice to the customer. Enable neither to only " "confirm the quotation in the backend." msgstr "" ":guilabel:`Online-Bestätigung`: Kreuzen Sie die Kästchen neben " ":guilabel:`Signstur` oder :guilabel:`Zahlung` an, um dem Kunden die " "Möglichkeit zu geben, seine Abonnementbestellung durch Unterzeichnung oder " "Bezahlung des Angebots zu bestätigen. Aktivieren Sie beides, um dem Kunden " "die Wahl zu überlassen. Aktivieren Sie keines von beiden, um das Angebot nur" " im Backend zu bestätigen." #: ../../content/applications/sales/subscriptions/plans.rst:32 msgid "" ":guilabel:`Confirmation Mail`: Select an :doc:`email template " "` for the " "confirmation email that is automatically sent to the customer after the " "quotation is confirmed. Leave this field blank to send nothing." msgstr "" ":guilabel:`Bestätigungsmail`: Wählen Sie eine :doc:`E-Mail-Vorlage " "` für die " "Bestätigungsmail, die automatisch an den Kunden gesendet wird, nachdem das " "Angebot bestätigt wurde. Lassen Sie dieses Feld leer, um nichts zu senden." #: ../../content/applications/sales/subscriptions/plans.rst:37 msgid "" "To create a new email template, enter a name for the template, then click " ":guilabel:`Create and edit`." msgstr "" "Um eine neue E-Mail-Vorlage zu erstellen, geben Sie einen Namen für die " "Vorlage ein und klicken dann auf :guilabel:`Erstellen und bearbeiten`." #: ../../content/applications/sales/subscriptions/plans.rst:39 msgid "" "To edit an existing email template, select one from the drop-down menu, then" " click on the :guilabel:`Internal link` arrow at the end of the line." msgstr "" "Um eine vorhandene E-Mail-Vorlage zu bearbeiten, wählen Sie eine aus dem " "Drop-down-Menü aus und klicken dann auf den Pfeil :guilabel:`Interner Link` " "am Ende der Zeile." #: ../../content/applications/sales/subscriptions/plans.rst:42 msgid "" ":guilabel:`Recurrence`: Select the recurrence period used for the plan. The " "recurrence periods available here are the same ones that are configured in " ":menuselection:`Subscriptions --> Configuration --> Recurrence Periods`." msgstr "" ":guilabel:`Wiederholung`: Wählen Sie den für den Plan verwendete " "Wiederholungszeitraum aus. Die hier verfügbaren Wiederholungszeiträume sind " "die gleichen, die unter :menuselection:`Abonnements --> Konfiguration --> " "Wiederholungszeiträume` konfiguriert sind." #: ../../content/applications/sales/subscriptions/plans.rst:46 msgid "" "Selecting a :guilabel:`Recurrence` turns the quotation template into a " "subscription plan and enables the following additional options:" msgstr "" "Wenn Sie ein :guilabel:`Wiederholung` auswählen, wird die Angebotsvorlage zu" " einem Aboplan und aktiviert die folgenden zusätzlichen Optionen:" #: ../../content/applications/sales/subscriptions/plans.rst:49 msgid "" ":guilabel:`Duration`: Choose whether the subscription plan has no end date " "(:guilabel:`Forever`) or a :guilabel:`Fixed` duration." msgstr "" ":guilabel:`Dauer`: Wählen Sie, ob der Aboplan kein Enddatum hat " "(:guilabel:`Für immer`) oder eine :guilabel:`Feste` Dauer." #: ../../content/applications/sales/subscriptions/plans.rst:52 msgid "" "If the duration is :guilabel:`Forever`, then the subscription plan will " "continually renew until either the customer or the company manually ends the" " subscription." msgstr "" "Wenn die Dauer :guilabel:`Für immer` ist, wird das Abonnement kontinuierlich" " verlängert, bis entweder der Kunde oder das Unternehmen das Abonnement " "manuell beendet." #: ../../content/applications/sales/subscriptions/plans.rst:54 msgid "" "If the duration is :guilabel:`Fixed`, then enter an :guilabel:`End After` " "date, which determines the amount of time after which the subscription will " "automatically end." msgstr "" "Wenn die Dauer :guilabel:`Fest` ist, geben Sie ein :guilabel:`Ende nach` " "Datum ein, das die Zeitspanne bestimmt, nach der das Abonnement automatisch " "endet." #: ../../content/applications/sales/subscriptions/plans.rst:57 msgid "" ":guilabel:`Self Closable`: Check this box to enable the customer to " "terminate their subscription from the :doc:`customer portal " "`." msgstr "" ":guilabel:`Selbst kündbar`: Kreuzen Sie dieses Kästchen an, damit der Kunde " "sein Abonnement über das :doc:`Kundenportal " "` " "kündigen kann." #: ../../content/applications/sales/subscriptions/plans.rst:60 msgid "" ":guilabel:`Automatic Closing`: Enter the number of days after which *unpaid*" " subscriptions *past* the due date are automatically closed." msgstr "" ":guilabel:`Automatische Schließung`: Geben Sie die Anzahl der Tage an, nach " "denen *unbezahlte* Abonnements *nach* dem Fälligkeitsdatum automatisch " "geschlossen werden." #: ../../content/applications/sales/subscriptions/plans.rst:62 msgid "" ":guilabel:`Invoicing Journal`: Select the accounting journal in which " "invoices for this subscription plan are recorded. Leave this field blank to " "use the sales journal with the lowest sequence." msgstr "" ":guilabel:`Rechnungsjournal`: Wählen Sie das Buchhaltungsjournal aus, in dem" " die Rechnungen für diesen Aboplan erfasst werden. Lassen Sie dieses Feld " "leer, um das Verkaufsjournal mit der niedrigsten Sequenz zu verwenden." #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "Aboplan mit Wiederholung ausgewählt." #: ../../content/applications/sales/subscriptions/plans.rst:70 msgid "" "In the :guilabel:`Lines` tab, create the order lines for the quotation. " "Click :guilabel:`Add a product`, select a product to include in the plan, " "and then enter the :guilabel:`Quantity` and :guilabel:`Unit of Measure`. Add" " as many products as desired to the order lines." msgstr "" "Erstellen Sie im Reiter :guilabel:`Zeilen` die Auftragszeilen für das " "Angebot. Klicken Sie auf :guilabel:`Produkt hinzufügen`, wählen Sie ein " "Produkt aus, das Sie in den Plan aufnehmen möchten, und geben Sie dann die " ":guilabel:`Menge` und :guilabel:`Maßeinheit` ein. Fügen Sie den " "Auftragszeilen so viele Produkte wie gewünscht hinzu." #: ../../content/applications/sales/subscriptions/plans.rst:74 msgid "" "In the :guilabel:`Optional Products` tab, enter any optional products that " "the customer can add to their quotation before confirming the order." msgstr "" "Geben Sie im Reiter :guilabel:`Optionale Produkte` alle optionalen Produkte " "ein, die der Kunde seinem Angebot hinzufügen kann, bevor er den Auftrag " "bestätigt." #: ../../content/applications/sales/subscriptions/plans.rst:77 msgid "" "If the subscription plan has unique :doc:`terms and conditions " "`, add " "them in the :guilabel:`Terms & Conditions` tab. If terms conditions are " "specified on a plan, these will be used instead of the default terms and " "conditions set up in the *Sales* app settings." msgstr "" "Wenn der Aboplan über eindeutige :doc:`Geschäftsbedingungen " "` " "verfügt, fügen Sie diese im Reiter :guilabel:`Geschäftsbedingungen` hinzu. " "Wenn für einen Plan Bedingungen angegeben sind, werden diese anstelle der " "Standardbedingungen verwendet, die in den Einstellungen der App *Verkauf* " "festgelegt wurden." #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "Reieter „Geschäftsbedingungen“ des Aboplans." #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "Abopläne auf Angeboten verwenden" #: ../../content/applications/sales/subscriptions/plans.rst:89 msgid "" "Quotations for subscription products can be created in both the " "*Subscriptions* app and the *Sales* app." msgstr "" "Angebote für Abonnementprodukte können sowohl in der App *Abonnements* als " "auch in der App *Verkauf* erstellt werden." #: ../../content/applications/sales/subscriptions/plans.rst:92 msgid "" "From the :guilabel:`Subscriptions` dashboard, click :guilabel:`New` to " "create a new quotation. Then, select a subscription plan in the " ":guilabel:`Subscription Plan` field." msgstr "" "Klicken Sie auf dem :guilabel:`Abonnements`-Dashboard auf :guilabel:`Neu`, " "um ein neues Angebot zu erstellen. Wählen Sie dann einen Aboplan im Feld " ":guilabel:`Aboplan`." #: ../../content/applications/sales/subscriptions/plans.rst:95 msgid "" "The :guilabel:`Recurrence`, products, and other information from the plan " "are automatically filled in. The quotation can then be modified further as " "needed." msgstr "" "Die :guilabel:`Wiederholung`, die Produkte und andere Informationen aus dem " "Plan werden automatisch ausgefüllt. Das Angebot kann dann bei Bedarf weiter " "geändert werden." #: ../../content/applications/sales/subscriptions/plans.rst:98 msgid "" "From the :guilabel:`Sales` dashboard, click :guilabel:`New` to create a new " "quotation. Then, select a subscription plan in the :guilabel:`Quotation " "Template` field." msgstr "" "Klicken Sie auf dem :guilabel:`Verkauf`-Dashboard auf :guilabel:`Neu`, um " "ein neues Angebot zu erstellen. Wählen Sie dann einen Aboplan im Feld " ":guilabel:`Angebotsvorlage`." #: ../../content/applications/sales/subscriptions/plans.rst:101 msgid "" "All subscription orders will appear on the :guilabel:`Subscriptions` " "dashboard regardless of whether they were created in the *Subscriptions* app" " or the *Sales* app." msgstr "" "Alle Abonnementaufträge werden auf dem :guilabel:`Abonnements`-Dashboard " "angezeigt, unabhängig davon, ob sie in der App *Abonnements* oder in der App" " *Verkauf* erstellt wurden." #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "Abonnementprodukte" #: ../../content/applications/sales/subscriptions/products.rst:5 msgid "" "By closely integrating with the Odoo *Sales* app, the *Subscriptions* app " "enables users to sell subscription products alongside regular sales " "products. While regular products are sold on a one-time basis, subscription " "products are sold on a renewing basis, generating recurring revenue." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "" "In Odoo werden Abonnementprodukte auch *wiederkehrende* Produkte genannt." #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "Wiederholungszeiträume konfigurieren" #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:16 msgid "" "Recurrence periods are the time periods in which subscriptions renew. They " "designate how often the customer pays for (and receives) subscription " "products." msgstr "" "Wiederholungszeiträume sind die Zeiträume, in denen Abonnements erneuert " "werden. Sie legen fest, wie oft der Kunde für Abonnementprodukte bezahlt " "(oder diese erhält)." #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:38 msgid "" "To create a new recurrence period, click :guilabel:`New` on the " ":guilabel:`Recurrence Periods` page. Doing so reveals a blank recurrence " "period form." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:45 msgid "" "Then, type in the :guilabel:`Name` and :guilabel:`Duration` of the " "recurrence period, and select the :guilabel:`Unit` that defines the " "duration." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:49 msgid "" "The unit :guilabel:`Days` *cannot* be used as a recurrence period on " "subscriptions. The daily recurrence is meant for rentals, and **cannot** be " "added on recurring subscription sales orders." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:57 msgid "" "To create a new subscription product, navigate to " ":menuselection:`Subscriptions app --> Products --> Products`, and click " ":guilabel:`New`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:60 msgid "" "Doing so reveals a blank product form, which can be configured and " "customized in a number of ways." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:63 msgid "" "By default, the :guilabel:`Recurring` option is already enabled, prompting " "Odoo to recognize it as a subscription product. Be sure to leave the " ":guilabel:`Recurring` and :guilabel:`Can be Sold` options enabled." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:67 msgid "" "The :guilabel:`Product Type` field is set to :guilabel:`Service` by default," " as well. However, subscription products *can* be set to other types, if " "needed." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:75 msgid "Time-based pricing" msgstr "Zeitbasierte Preisgestaltung" #: ../../content/applications/sales/subscriptions/products.rst:77 msgid "" "Once the desired fields in the :guilabel:`General Information` tab have been" " entered, click the :guilabel:`Time-based pricing` tab on the product form." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:84 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:86 msgid "" "In the :guilabel:`Period` column, select a desired recurrence period. In the" " :guilabel:`Pricelist` column, select a pricelist, if needed. Then, in the " ":guilabel:`Price` column, enter the price for that recurrence period." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:91 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:98 msgid "" "There is *no limit* to how many lines can be added to the :guilabel:`Time-" "based pricing` table." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:101 msgid "" "An existing product can be made into a subscription product, simply by " "marking it as :guilabel:`Recurring`, and configuring :guilabel:`Time-based " "pricing` on the product form." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:107 msgid "" ":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with" " subscription products to give special pricing to customers included in " "pricelists." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:110 msgid "" "This can be configured either in the :guilabel:`Time-based pricing` tab of " "the product form, or on the pricelist form in the *Sales* application." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:113 msgid "" "To create recurring price rules for specific pricelists in the " ":guilabel:`Time-based pricing` tab of the product form, select a pricelist " "in the :guilabel:`Pricelist` column." msgstr "" "Um Regeln für wiederkehrende Preise für bestimmte Preislisten im Reiter " ":guilabel:`Zeitbasierte Preisgestaltung` des Produktformulars zu erstellen, " "wählen Sie eine Preisliste in der Spalte :guilabel:`Preisliste` aus." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "" "Preislisten im Reiter „Zeitbasierte Preisgestaltung“ des Produktformulars." #: ../../content/applications/sales/subscriptions/products.rst:120 msgid "" "When pricelists are added to the :guilabel:`Time-based pricing` tab, the " "pricelist form in the *Sales* app is automatically updated." msgstr "" "Wenn Preislisten im Reiter :guilabel:`Zeitbasierte Preisgestaltung` " "hinzugefügt werden, wird das Preislistenformular in der *Verkauf*-App " "automatisch aktualisiert." #: ../../content/applications/sales/subscriptions/products.rst:123 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:125 msgid "" "To do this, go to :menuselection:`Sales app --> Products --> Pricelists`, " "and select a pricelist (or click :guilabel:`New` to create a new pricelist)." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:129 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:132 msgid "" "Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, " "click :guilabel:`Add a line`." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:139 msgid "" "Then, select a subscription product in the :guilabel:`Products` column, and " "select a recurrence period in the :guilabel:`Period` column. Lastly, enter a" " :guilabel:`Price` for that particular product and period. Add as many lines" " as needed." msgstr "" #: ../../content/applications/sales/subscriptions/products.rst:143 msgid "" "When :guilabel:`Time-based rules` are added to the pricelist form, the " ":guilabel:`Time-based pricing` tab of the product form is automatically " "updated." msgstr "" "Wenn :guilabel:`Zeitbasierte Regeln` zum Preislistenformular hinzugefügt " "werden, wird der Reiter :guilabel:`Zeitbasierte Preise` des Produktformulars" " automatisch aktualisiert." #: ../../content/applications/sales/subscriptions/products.rst:147 msgid ":doc:`ecommerce`" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" "The foundation of any subscription business model is recurring payments. " "That's when customers reliably pay a regular amount at specific intervals, " "in exchange for access to a subscription product or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:9 msgid "" "The renewal of a subscription is the process followed by customers when they" " willingly choose to continue their participation (and payment) for a " "subscription product or service." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:12 msgid "" "Subscribers experience the renewal process at different intervals -- weekly," " monthly, annually, etc. -- depending on the duration of the agreed-upon " "contract." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:15 msgid "" "Most companies that offer subscriptions prefer to automate the renewals " "process for customers, but, in some cases, manual subscription renewals are " "still used." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" "With the Odoo *Subscriptions* application, a company can manage all of their" " subscriptions in one place. Renewals can be processed automatically or " "manually, include additional products or upsells per renewal order, and be " "filtered in batch views to quickly locate customers who need to renew their " "subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:24 msgid "Subscription renewals" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:26 msgid "" "In order to renew a subscription, a quotation with a subscription product " "**must** be confirmed, with a configured :guilabel:`Recurring Plan` " "selected, which turns it into a sales order." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:30 msgid "Only a singular product is required." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:31 msgid "" "A subscription service is still a product (albeit a digital, recurring one)" msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:33 msgid "" "Then, that sales order needs to be confirmed, and payment from the customer " "for the initial subscription has to be invoiced and registered." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:36 msgid "" "When those steps are complete, an :guilabel:`In Progress` tag is applied to " "the sales order form, and a series of buttons appear at the top of the sales" " order -- including a button titled, :guilabel:`Renew`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renew button on subscription sales order with Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:44 msgid "" "When the :guilabel:`Renew` button is clicked, Odoo instantly presents a new " "renewal quotation, complete with a :guilabel:`Renewal Quotation` tag." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renewal quotation in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:51 msgid "" "From here, a standard sales flow can occur in order to confirm the " "quotation. This typically begins by clicking :guilabel:`Send by Email`. This" " sends a copy of the quotation to the customer, by email, for them to " "confirm, and eventually, pay for." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:56 msgid "" "In the *Chatter* of the :guilabel:`Renewal Quotation`, it is mentioned that " "this subscription is the renewal of the subscription from the original sales" " order." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:59 msgid "" "Once the :guilabel:`Renewal Quotation` is confirmed, it becomes a sales " "order, and a :guilabel:`Sales History` smart button appears at the top of " "the page." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Sales History smart button in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:66 msgid "" "When that :guilabel:`Sales History` smart button is clicked, Odoo reveals a " "separate page, showcasing the different sales orders attached to this " "subscription, along with their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:74 msgid "" "Additionally, once the :guilabel:`Renewal Quotation` is confirmed, an " ":guilabel:`MRR` smart button also appears at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "MRR smart button in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/renewals.rst:81 msgid "" "When clicked, Odoo reveals an :guilabel:`MRR Analysis` page, detailing the " "monthly recurring revenue related to this specific subscription." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Subscription reports" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:5 msgid "" "The Odoo *Subscriptions* application provides a series of reporting pages to" " help companies analyze how subscriptions are performing." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:8 msgid "" "On the *Subscriptions Analysis* reporting page, users can view specific data" " related to recurring subscriptions, quantity of subscriptions, how many " "subscriptions are in progress or paused, and so much more." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:12 msgid "" "The *Retention Analysis* reporting page provides an organized table of " "subscription retention percentages over any period of time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:15 msgid "" "The *MRR Breakdown* reporting page clearly divides MRR (Monthly Recurring " "Revenue) and ARR (Annual Recurring Revenue) metrics for subscriptions into " "various graphs, lists, and charts." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:18 msgid "" "And the *MRR Analysis* reporting page offers a time-based collection of " "analytics showcasing how subscription MRR and ARR has changed over the " "course of any given period of time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:22 msgid "Reporting page elements" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:24 msgid "" "All subscription-based reporting pages can be accessed via the " ":guilabel:`Reporting` header menu in the *Subscriptions* application." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:27 msgid "The following describes elements found on each reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:30 msgid "Filters and Group By" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:32 msgid "" "Filters are used to narrow down metrics to show specific analytics, whereas " "groupings (via the :guilabel:`Group By` option) are used to gather specific " "sections' data into groups for more organized analysis." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:36 msgid "" "This section refers to both filters and groupings, as a combination of the " "two can be saved in the :guilabel:`Favorites` section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:39 msgid "" "To modify the results being shown on any reporting page, click the " ":guilabel:`▼ (downward facing arrow)` icon to the right of the search bar. " "Doing so reveals a drop-down menu of detailed filter and grouping options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:44 msgid "Multiple filter options and grouping options can be selected at once." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The reporting filter drop-down menu of options in the Odoo Subscriptions " "application." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:50 msgid "" "If desired, a filter or grouping (or combination of filters and/or " "groupings) can be saved in the :guilabel:`Favorites` section of that drop-" "down menu. To do that, click the :guilabel:`▼ (downward facing arrow)` icon " "beside :guilabel:`Save current search`, located beneath the " ":guilabel:`Favorites` section." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:55 msgid "" "That reveals a field to assign a title to the favorite filter. There are " "also two options beneath the title field, as well: :guilabel:`Default " "filter` and :guilabel:`Shared`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:58 msgid "" "Ticking the check box beside :guilabel:`Default filter` makes the newly-" "favorited filter the default option for that reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:61 msgid "" "Ticking the box beside :guilabel:`Shared` makes the newly-favorited filter " "available to other users in the database." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:65 msgid "" "The :guilabel:`Default filter` and :guilabel:`Shared` options are **not** " "required. Only *one* of those options can be selected at a time." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:68 msgid "" "To save that filter(s), click :guilabel:`Save` in the :guilabel:`Favorites` " "section of the drop-down filter menu." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:71 msgid "" "When clicked, that saved filter appears beneath the :guilabel:`Favorites` " "column of the drop-down filter menu, and a :guilabel:`⭐ (gold star)` icon " "appears beside the favorite filter's name in the search bar." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:76 msgid "Views" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:78 msgid "" "On the :guilabel:`Subscription Analysis`, :guilabel:`MRR Breakdown`, and " ":guilabel:`MRR Analysis` reporting pages, three different view options are " "located in the upper-right corner." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:82 msgid "" "There are *no* other view options available on the :guilabel:`Retention " "Analysis` reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:84 msgid "The available view options, from left to right, are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:86 msgid ":guilabel:`Graph`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:87 msgid ":guilabel:`Pivot`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:88 msgid ":guilabel:`List`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The different view options available on the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:94 msgid "Each view has its own series of related view-specific visual options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:97 msgid "Graph view" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:99 msgid "" "With the graph view selected, the following options appear between the " "search bar and visual representation of the data. These graph-specific " "options are located to the right of the :guilabel:`Measures` and " ":guilabel:`Insert in Spreadsheet` buttons." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The different graph view options in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:107 msgid "" "The first three options, from left to right, represent different graph-" "related views. The remaining options represent different ways to organize " "and visualize that specific graph-related data." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:110 msgid "From left to right, the specific graph-related view options are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:112 msgid ":guilabel:`Bar Chart`: showcases the data in a bar chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:113 msgid ":guilabel:`Line Chart`: showcases the data in a line chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:114 msgid ":guilabel:`Pie Chart`: showcases the data in a pie chart format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:116 msgid "" "Each graph view option has its own series of specific visual options, which " "are represented by the available buttons that appear to the right of the " "selected graph-related view option." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:119 msgid "" "When the :guilabel:`Bar Chart` graph view is selected, the following visual " "options are available:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:121 #: ../../content/applications/sales/subscriptions/reports.rst:127 msgid ":guilabel:`Stacked`: showcases the data in a stacked visual format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:122 #: ../../content/applications/sales/subscriptions/reports.rst:129 msgid ":guilabel:`Descending`: showcases the data in descending order." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:123 #: ../../content/applications/sales/subscriptions/reports.rst:130 msgid ":guilabel:`Ascending`: showcases the data in ascending order." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:125 msgid "" "When the :guilabel:`Line Chart` graph view is selected, the following visual" " options are available:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:128 msgid "" ":guilabel:`Cumulative`: showcases the data in accumulated, increasing " "format." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:132 msgid "" "When the :guilabel:`Pie Chart` graph view is selected, there are no " "additional visual options." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:135 msgid "Pivot view" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:137 msgid "" "With the pivot view selected, the subscription metrics are displayed in a " "data table, which can be fully customized." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:140 msgid "" "The pivot data table can be customized using the options available in the " ":guilabel:`Measures` drop-down menu and/or the filter options available in " "the filter drop-down menu (accessible via the :guilabel:`▼ (downward facing " "arrow)` icon to the right of the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:144 msgid "" "There are three pivot-specific options available, located to the right of " "the :guilabel:`Measures` drop-down menu and :guilabel:`Insert in " "Spreadsheet` button." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The pivot-specific view options available in the Odoo Subscriptions " "application." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:151 msgid "From left to right, those pivot-specific view options are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:153 msgid "" ":guilabel:`Flip axis`: the `x` and `y` axis of the pivot data table flip." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:154 msgid "" ":guilabel:`Expand all`: all the available rows and columns of the pivot data" " table expand fully." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:155 msgid "" ":guilabel:`Download xlsx`: the pivot data table is downloaded as an .xlsx " "file." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:158 msgid "List view" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:160 msgid "" "With the list view selected, the subscription metrics being analyzed are " "displayed in a simple list, which can be fully customized by using any of " "the available filters in the drop-down filter menu (accessible via the " ":guilabel:`▼ (downward facing arrow)` icon to the right of the search bar)." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:165 msgid "" "With list view selected, the :guilabel:`Measures` drop-down menu and " ":guilabel:`Insert in Spreadsheet` button are *not* available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:169 msgid "Measures" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:171 msgid "" "Each reporting page has its own metric-specific :guilabel:`Measures` drop-" "down menu of data-related options to choose from, located in the upper-left " "corner, above the visual representation of metrics." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The standard measures drop-down menu in the Odoo Subscriptions application." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:179 msgid "" "When clicked, a series of selectable measures become available, via a drop-" "down menu. When any of the options are selected from a :guilabel:`Measures` " "drop-down menu, the chosen metrics related to that specific measure appear " "on the reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:184 msgid "" "For more information on the different measures that can be utilized on each " "reporting page, refer to the :ref:`specific reporting page breakdowns " "` found below in this documentation." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:189 msgid "Insert in spreadsheet" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:191 msgid "" "Beside the :guilabel:`Measures` drop-down menu, there is an " ":guilabel:`Insert in Spreadsheet` button." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:194 msgid "" "When clicked, the ability to add the configured data currently being " "showcased on the reporting page into a new or pre-existing spreadsheet or " "dashboard becomes available, via a pop-up window." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The spreadsheet pop-up window of the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:201 msgid "" "Select the desired option from this pop-up window, then click " ":guilabel:`Confirm`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:206 msgid "Reporting pages" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:208 msgid "" "In the Odoo *Subscriptions* application, there are four different reporting " "pages available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:210 msgid "" "To access, analyze, and customize various reports related to subscriptions, " "navigate to :menuselection:`Subscriptions app`, and click the " ":guilabel:`Reporting` drop-down menu in the header." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:214 msgid "" "Clicking :guilabel:`Reporting` in the header menu reveals a drop-down menu " "of the following reporting pages:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:217 msgid ":guilabel:`Subscriptions`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:218 msgid ":guilabel:`Retention`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:219 msgid ":guilabel:`MRR Breakdown`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:220 msgid ":guilabel:`MRR Timeline`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:222 msgid "" "Clicking any of those options reveals a separate, fully-customizable " "reporting page focusing on that particular aspect of subscription data." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:225 msgid "The following is a breakdown of those four specific reporting pages." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:228 msgid "Subscriptions analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:230 msgid "" "To access the :guilabel:`Subscriptions Analysis` reporting page, navigate to" " :menuselection:`Subscriptions app --> Reporting --> Subscriptions`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:233 msgid "" "By default, the :guilabel:`Bar Chart` option, in the :guilabel:`Graph` view," " is selected on the :guilabel:`Subscriptions Analysis` reporting page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:236 msgid "" "The following filters are also present in the search bar: :guilabel:`In " "Progress or Paused` and :guilabel:`Recurring`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default view of the Subscriptions Analysis reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:243 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`Subscriptions" " Analysis` page is clicked, a series of metric-related options become " "available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The measures drop-down menu of the Subscriptions Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:250 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`Subscriptions Analysis` page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:253 msgid ":guilabel:`Monthly Recurring`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:254 msgid ":guilabel:`Quantity`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:255 msgid ":guilabel:`Recurring Revenue`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:256 msgid ":guilabel:`Untaxed Total`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:257 msgid ":guilabel:`Yearly Recurring`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:258 #: ../../content/applications/sales/subscriptions/reports.rst:296 #: ../../content/applications/sales/subscriptions/reports.rst:352 #: ../../content/applications/sales/subscriptions/reports.rst:400 msgid ":guilabel:`Count`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:261 msgid "" "The :guilabel:`Monthly Recurring` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:263 msgid "" "When any of those available measures are clicked, Odoo displays that " "selected data on the reporting page for further analysis." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:267 msgid "Retention analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:269 msgid "" "To access the :guilabel:`Retention Analysis` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> Retention`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:272 msgid "" "The :guilabel:`Retention Analysis` reporting page differs from the other " "*Subscriptions* app reporting pages, in that it does *not* provide any " "additional view options. The data on this page is only presented in a " "customizable data chart." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default view of the Retention Analysis reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:280 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`Retention " "Analysis` reporting page is clicked, a series of metric-related options " "become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The measures drop-down menu of the Retention Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:287 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`Retention Analysis` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:290 msgid ":guilabel:`Amount to invoice`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:291 msgid ":guilabel:`Margin`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:292 msgid ":guilabel:`Margin (%)`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:293 msgid ":guilabel:`Prepayment percentage`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:294 msgid ":guilabel:`Shipping Weight`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:295 msgid ":guilabel:`Unpaid Amount`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:299 msgid "The :guilabel:`Count` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:301 msgid "" "To the right of the :guilabel:`Measures` drop-down menu on the " ":guilabel:`Retention Analysis` page is an additional drop-down menu " "containing different time periods. The default time period is " ":guilabel:`Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:305 msgid "" "When clicked, a drop-down menu of various time period options become " "available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "The time period drop-down menu of the Retention Analysis page." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:311 msgid "The time period options are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:313 msgid ":guilabel:`Day`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:314 msgid ":guilabel:`Week`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:315 msgid ":guilabel:`Month`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:316 msgid ":guilabel:`Year`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:318 msgid "" "When a time period option from this drop-down menu is selected, the " ":guilabel:`Retention Analysis` reporting page showcases data for the " "configured measures and filters within that time period." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:321 msgid "" "To the right of the time period drop-down menu, there is a download button, " "which allows the user to download the data presented on the " ":guilabel:`Retention Analysis` page as an Excel file." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:325 msgid "MRR breakdown" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:327 msgid "" "To access the :guilabel:`MRR Breakdown` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> MRR Breakdown`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:330 msgid "" "By default, the data displayed on the :guilabel:`MRR Breakdown` reporting " "page is in graph view, with the :guilabel:`Bar Chart` option and the " ":guilabel:`Stacked` option selected." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:333 msgid "" "There is also a default filter in the search bar for :guilabel:`Event Date: " "Month > Event Type`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default appearance of the MRR Breakdown reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:339 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR " "Breakdown` reporting page is clicked, a series of metric-related options " "become available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:346 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`MRR Breakdown` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:349 #: ../../content/applications/sales/subscriptions/reports.rst:397 msgid ":guilabel:`Active Subscriptions Change`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:350 #: ../../content/applications/sales/subscriptions/reports.rst:398 msgid ":guilabel:`ARR Change`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:351 #: ../../content/applications/sales/subscriptions/reports.rst:399 msgid ":guilabel:`MRR Change`" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:355 #: ../../content/applications/sales/subscriptions/reports.rst:403 msgid "The :guilabel:`MRR Change` measure option is selected by default." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:358 msgid "" "To make a different measure option the default, first, select the desired " "measure from the :guilabel:`Measures` drop-down menu. Then, click the " ":guilabel:`(downward facing arrow)` icon in the search bar to open the mega " "menu of filters and groupings." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:362 msgid "" "In the :guilabel:`Favorites` column, click the :guilabel:`(downward facing " "arrow)` icon beside :guilabel:`Save current search` to reveal a field, where" " a title can be entered, along with two checkboxes::guilabel:`Default " "filter` and :guilabel:`Shared`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:366 msgid "" "Tick the box for :guilabel:`Default filter`, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:368 msgid "" "That newly-chosen measure option is now the default option that appears when" " this reporting page is accessed." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:372 msgid "MRR analysis" msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:374 msgid "" "To access the :guilabel:`MRR Analysis` reporting page, navigate to " ":menuselection:`Subscriptions app --> Reporting --> MRR Timeline`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:377 msgid "" "By default, the data displayed on the :guilabel:`MRR Analysis` reporting " "page is in graph view, with the :guilabel:`Line Chart` option, " ":guilabel:`Stacked` option, and :guilabel:`Cumulative` option selected." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:381 msgid "" "There is also a default filter in the search bar for :guilabel:`Event Date: " "Month`." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "" "The default appearance of the MRR Analysis reporting page in Odoo " "Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:387 msgid "" "When the :guilabel:`Measures` drop-down menu on the :guilabel:`MRR Analysis`" " reporting page is clicked, a series of metric-related options become " "available." msgstr "" #: ../../content/applications/sales/subscriptions/reports.rst:394 msgid "" "The metric-related options in the :guilabel:`Measures` drop-down menu on the" " :guilabel:`MRR Analysis` reporting page are:" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:3 #: ../../content/applications/sales/subscriptions/upselling.rst:44 msgid "Upsell subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" "Subscriptions are recurrent, and go on indefinitely. As time passes, " "customers may want to modify them. With that in mind, it's imperative to " "have the ability to adapt prices, or change quantities, to accommodate any " "need. That's where the opportunity to upsell a subscription can come into " "play." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:9 msgid "Upselling may prove beneficial to the following customer types:" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*Loyal Customers*" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" "These are customers who already trust the company/brand, and because they " "have established a pattern of paying for products/services, there's more " "confidence behind the attempt to sell them a more expensive product/service." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "*New Customers*" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:0 msgid "" "For brand new customers unfamiliar with the company/brand, a new, attractive" " tactic must be employed to entice them to purchase a more expensive " "product/service." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:19 msgid "" "In these instances, discounts can be useful. Typically, subscriptions end " "after a certain period of time." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:22 msgid "" "So, if these more expensive products/services are offered to new customers " "at a discount, it can result in a sale, while establishing a strong sense of" " trust between the customer and the company/brand. In turn, this can " "increase customer retention, as they'll grow more comfortable and " "trustworthy over time." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:28 msgid "Discount configuration" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:30 msgid "" "In order to have the ability to upsell a subscription to a new customer, " "with the aid of a discount, the *Discounts* feature **must** be activated." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:33 msgid "" "To activate the *Discounts* feature, navigate to :menuselection:`Sales app " "--> Configuration --> Settings`, scroll to the :guilabel:`Pricing` section, " "and tick the checkbox beside :guilabel:`Discounts`. Then, click " ":guilabel:`Save`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Activation of the discount option in Odoo Sales." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:41 msgid "" "With that feature activated, the ability to grant discounts on sales order " "lines." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:46 msgid "" "Before upselling a subscription, check out our documentation on how to " ":doc:`Create a quotation <../subscriptions>` using subscription products." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:49 msgid "" "When a quotation with a subscription is confirmed, it officially becomes a " "sales order, and a new subscription is created in the Odoo *Subscriptions* " "application." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:53 msgid "" "The subscription sales order **must** be invoiced *before* an upsell can " "occur." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:55 msgid "" "When the subscription sales order is opened, either in the *Sales* or " "*Subscriptions* application, the ability to upsell that subscription is " "available, via the :guilabel:`Upsell` button at the top of the sales order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Upsell button for subscription sales orders with Odoo Subscriptions." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:63 msgid "" "When the :guilabel:`Upsell` button is clicked, a new quotation form appears," " with an :guilabel:`Upsell` status banner in the upper-right corner. The " "initial subscription product is already in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:67 msgid "" "There is also a warning reminding the user that the recurring products are " "discounted, according to the prorated period of time, located beneath the " "initial subscription product in the :guilabel:`Order Lines` tab." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:71 msgid "" "From this new upsell quotation form, add new subscription products in the " ":guilabel:`Order Lines` tab, by clicking :guilabel:`Add a product`, and " "selecting the desired subscription product." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "Adding products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:78 msgid "" "Once the desired upsell subscription product(s) have been added, it can be " "sent to the customer for approval by clicking the :guilabel:`Send by Email` " "button." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:82 msgid "" "When the quotation is confirmed by the customer, the upsell products are " "added to the initial subscription. Quotation prices are then prorated to the" " remaining time of the current invoicing period." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:87 msgid "" "Before sending the new quotation to the customer, the unit price, taxes, and" " even discount can be applied." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:90 msgid "" "Once the customer approves, click the :guilabel:`Confirm` button on the " "quotation, making it a sales order. When that's clicked, a :guilabel:`Sales " "History` smart button appears, displaying how many sales orders are attached" " to this initial subscription order." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst:94 msgid "" "When the :guilabel:`Sales History` smart button is clicked, Odoo reveals a " "separate page containing a list of the related sales orders, clearly " "showcasing their individual :guilabel:`Subscription Status`." msgstr "" #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "The related sales order viewable from the Sales History smart button in Odoo" " Subscriptions." msgstr ""