# SOME DESCRIPTIVE TITLE. # Copyright (C) Odoo S.A. # This file is distributed under the same license as the Odoo package. # FIRST AUTHOR , YEAR. # # Translators: # Nicole Kist , 2023 # Lina Maria Avendaño Carvajal , 2023 # Jon Perez , 2023 # Josep Anton Belchi, 2023 # Marian Cuadra, 2023 # Martin Trigaux, 2023 # AleEscandon , 2023 # Vivian Montana , 2023 # José Cabrera Lozano , 2023 # David Arnold , 2023 # Pablo Rojas , 2023 # Pedro M. Baeza , 2023 # Leonardo J. Caballero G. , 2023 # Aimée Mendoza Sánchez, 2023 # Braulio D. López Vázquez , 2023 # Jesús Alan Ramos Rodríguez , 2023 # Wil Odoo, 2023 # Lucia Pacheco, 2023 # Patricia Gutiérrez Capetillo , 2024 # Iran Villalobos López, 2024 # Fernanda Alvarez, 2024 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 17.0\n" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2023-12-21 13:43+0000\n" "PO-Revision-Date: 2023-11-08 08:57+0000\n" "Last-Translator: Fernanda Alvarez, 2024\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" "Content-Transfer-Encoding: 8bit\n" "Language: es\n" "Plural-Forms: nplurals=3; plural=n == 1 ? 0 : n != 0 && n % 1000000 == 0 ? 1 : 2;\n" #: ../../content/applications/sales.rst:5 #: ../../content/applications/sales/sales.rst:8 msgid "Sales" msgstr "Ventas" #: ../../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 "" "La aplicación **CRM de Odoo** le ayuda a organizar su actividad de ventas y " "le permite dar seguimiento a sus leads, cerrar oportunidades y obtener " "pronósticos precisos. Organice sus oportunidades con ayuda del flujo y " "gestione sus actividades diarias con reuniones y próximas actividades." #: ../../content/applications/sales/crm.rst:15 msgid "`Odoo Tutorials: CRM `_" msgstr "`Tutoriales de Odoo: CRM `_" #: ../../content/applications/sales/crm/acquire_leads.rst:5 msgid "Acquire leads" msgstr "Consiga leads" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:3 msgid "Convert leads into opportunities" msgstr "Convierta leads en oportunidades" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:5 msgid "" "The system can generate leads instead of opportunities, in order to add a " "qualification step before converting a *Lead* into an *Opportunity* and " "assigning to the right sales people." msgstr "" "El sistema puede generar leads en lugar de oportunidades, para agregar un " "paso de calificación antes de convertir un **lead** en una **oportunidad** y" " asigne a los vendedores correctos." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:9 msgid "" "You can activate this mode from the CRM Settings. It applies to all your " "sales channels by default. But you can make it specific for specific " "channels from their configuration form." msgstr "" "Puede activar este modo desde los ajustes de CRM. Esto aplica " "automáticamente a todos sus canales de venta. Puede hacerlo específico para " "canales en especiales desde la configuración de formulario." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:14 #: ../../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/configuration.rst:6 #: ../../content/applications/sales/point_of_sale/employee_login.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:11 #: ../../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:20 #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:10 #: ../../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/rental.rst:20 #: ../../content/applications/sales/sales/invoicing/proforma.rst:14 #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:13 #: ../../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:31 #: ../../content/applications/sales/subscriptions/upselling.rst:25 msgid "Configuration" msgstr "Configuración" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:16 msgid "" "For this feature to work, go to :menuselection:`CRM --> Configuration --> " "Settings` and activate the *Leads* feature." msgstr "" "Para activar esta función vaya a :menuselection:`CRM --> Configuración --> " "Ajustes`" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:22 msgid "" "You will now have a new submenu *Leads* under *Leads* where they will " "aggregate." msgstr "" "Podrá ver un nuevo submenú en el menú de *Leads* donde se agregarán los " "nuevos." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:29 msgid "Convert a lead into an opportunity" msgstr "Convierta un lead en una oportunidad" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:31 msgid "" "When you click on a *Lead* you will have the option to convert it to an " "opportunity and decide if it should still be assigned to the same " "channel/person and if you need to create a new customer." msgstr "" "Al hacer clic en un *lead* tendrá la opción de convertirlo en una " "oportunidad y podrá decidir si todavía quiere que se le asigne a el mismo " "canal/persona y si necesita crear un cliente nuevo." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:38 msgid "" "If you already have an opportunity with that customer Odoo will " "automatically offer you to merge with that opportunity. In the same manner, " "Odoo will automatically offer you to link to an existing customer if that " "customer already exists." msgstr "" "Si ya tiene una oportunidad con ese cliente, Odoo le ofrecerá fusionar ambas" " oportunidades automáticamente. De la misma manera, Odoo automáticamente le " "ofrecerá vincularlo a un cliente existente." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:44 msgid "Merge opportunities" msgstr "Fusionar oportunidades" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:46 msgid "" "Odoo will also automatically propose to merge opportunities if they have the" " same email address. When merging opportunities, Odoo merges the information" " into the opportunity which was created first, giving priority to the " "information present on the first opportunity." msgstr "" "Odoo también le propondrá fusionar ambas oportunidades si cuentan con la " "misma dirección de correo. Al fusionar las oportunidades, Odoo pasa la " "información a la oportunidad que se creó primero y le da prioridad a la " "información presente en la primera oportunidad." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:51 msgid "" "No information is lost: data from the other opportunity is logged in the " "chatter and the information fields for easy access." msgstr "" "No se pierde información: los datos de la otra oportunidad se registran en " "el chatter y en los campos de información para que pueda acceder a ellos sin" " problemas." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:57 msgid "" "Would you find a duplicate yourself, ...you can also merge opportunities or " "leads even if the system doesn't propose it." msgstr "" "Si usted mismo encuentra un duplicado, también puede fusionar oportunidades " "o leads incluso si el sistema no se lo propone." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:60 msgid "" "Here’s how, from the list view. Select the opportunities or leads you want " "to merge and the action button will appear. Then, you can select merge." msgstr "" "Así lo puede hacer desde la vista de lista. Seleccione las oportunidades o " "los leads que quiere fusionar y aparecerá un botón de acción. Después, puede" " seleccionar fusionarlos." #: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 msgid "It is also possible to merge more than 2 opportunities or leads." msgstr "También es posible fusionar más de 2 oportunidades o leads." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" msgstr "Generar leads y oportunidades" #: ../../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 "" "Dos maneras principales de generar leads u oportunidades para su negocio son" " los seudónimos de correo y formularios de contacto del sitio web. Odoo crea" " leads de manera automática en su CRM cuando alguien manda un mensaje al " "seudónimo de correo del equipo de ventas o cuando llevan el formulario de " "contacto de su sitio web." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:10 msgid "Configure email aliases" msgstr "Configurar seudónimos de correo" #: ../../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 "" "Cada equipo de ventas puede usar su seudónimo de correo único para generar " "leads u oportunidades. Cualquier correo que se envía al seudónimo de correo " "del equipo de ventas creará un lead (si activó los leads en sus ajustes de " "CRM) o una oportunidad de manera automática en el flujo de ese equipo en " "particular. Configure los seudónimos de correo personalizados en la página " "de configuración de cada equipo de ventas, vaya a :menuselection:`CRM --> " "Configuración --> Equipos de ventas`." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Configuring Sales Teams" msgstr "Configuración de los equipos de venta" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23 msgid "Use Contact Forms on your website" msgstr "Use formularios de contacto en su sitio web" #: ../../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 "" "En la página *Contáctenos* de su sitio web se mostrará el formulario de " "contacto de Odoo de manera automática. Cuando alguien llene y envíe este " "formulario, se generará una lead u oportunidad en su base de datos." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Default Contact Us page" msgstr "Página de contacto automática" #: ../../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 "" "Usted puede activar o desactivar el formulario de contacto en cualquier " "momento, solo tiene que ir a :menuselection:`Sitio web --> Ir al sitio web " "--> Personalizar --> Formulario de contacto`." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form toggle" msgstr "Activar formulario de contacto" #: ../../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 "" "Si desactiva el formulario, en la página *Contáctenos* solo se mostrará un " "botón con el que el cliente podrá enviar un correo a su empresa " "directamente. Cualquier correo que se envíe por este medio creará un lead u " "oportunidad." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Us Page using email" msgstr "Página \"Contáctenos\" en la que se usa solo un correo" #: ../../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 "" "En :menuselection:`Sitio web --> Configuración --> Ajustes --> Comunicación`" " podrá elegir un equipo de ventas o un vendedor al que se le asigne de " "manera automática cualquier lead u oportunidad que se cree del formulario de" " contacto." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form settings" msgstr "Ajustes del formulario de contacto" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55 msgid "Customize Contact Forms" msgstr "Personalizar los formularios de contacto" #: ../../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 "" "Puede personalizar los formularios de contacto para que contengan la " "información específica que su equipo necesita, solo use el módulo *Creador " "de formularios*." #: ../../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 "" "El módulo *creador de formularios* se instala de manera automática cuando se" " agrega un elemento de formulario a una página web. También se puede " "instalar de manera manual desde la página de :guilabel:`Aplicaciones`." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Form Builder building blocks" msgstr "Bloques de creador de formularios" #: ../../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 "" "Usted puede crear formularios desde cero, no importa para qué los necesite; " "aunque la página *Contáctenos* predeterminada de Odoo está diseñada para " "cumplir con las necesidades de la mayoría de los usuarios. Empiece con el " "formulario predeterminado y empiece a modificarlo." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:73 msgid "Edit Contact Form fields" msgstr "Edite los campos del formulario de contacto" #: ../../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 "" "Vaya al modo de edición de su sitio web y haga clic en cualquier campo para " "empezar a editarlo. Puede editar la información siguiente en cada campo del " "formulario de contacto:" #: ../../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:`Tipo`: elija la opción \"campo personalizado\" o cualquier campo " "existente. Puede ser un campo de número telefónico, en el que sea necesario " "subir un archivo, un campo de idioma, etc." #: ../../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:`Tipo de contenido`: determine el tipo de contenido que el cliente" " debe ingresar. Las opciones son: texto, correo electrónico, teléfono y 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:`Marcador de contenido`: escriba un ejemplo que le sirva a los " "usuarios como guía para cuando deben ingresar información en donde el " "formato es importante, como número de teléfono o dirección de correo " "electrónico." #: ../../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:`Nombre de la etiqueta`: escriba el nombre que verán los usuarios " "y les dirá qué información se les está pidiendo" #: ../../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:`Posición de la etiqueta`: elija cómo se debe alinear la etiqueta " "con el resto del formulario. La etiqueta puede estar oculta, arriba de un " "campo, hasta la izquierda del campo o ajustada a la derecha y más cerca del " "campo." #: ../../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:`Requerido`: active esta opción para información que " "verdaderamente necesita que el cliente ingrese." #: ../../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:`Oculto`: active esta opción para ocultar el campo sin eliminarlo." #: ../../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:`Mostrar en celular`: active esta opción para mostrar el campo a " "usuarios de dispositivos móviles." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Editable field options" msgstr "Opciones de campo que se pueden editar" #: ../../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 "" "De forma predeterminada, recibirá un correo electrónico con la información " "que el cliente ingresó cuando se envíe un formulario. En cambio, si lo que " "quiere es que se genere un lead u oportunidad de manera automática, edite el" " Formulario y seleccione :guilabel:`Crear una oportunidad` como acción." #: ../../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 "" "Si activa los leads en los ajustes de su CRM, se generará un lead si " "selecciona :guilabel:`Crear una oportunidad`. Para obtener más información " "sobre la activación de leads en los ajustes de CRM, vaya a :doc:`convert`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:3 msgid "Lead mining" msgstr "Minado de leads" #: ../../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 "" "El minado de leads es una función que le permite a los usuarios de CRM " "generar leads nuevos directamente en su base de datos de Odoo. Para asegurar" " la calificación de los leads, el resultado del minado de leads se determina" " según varios criterios de filtro, como país, tamaño de la empresa e " "industria." #: ../../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 "" "Para empezar, vaya a :menuselection:`CRM --> Configuración --> Ajustes` y " "active el :guilabel:`Minado de leads`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Activate lead mining in Odoo CRM settings." msgstr "Activar el minado de leads en los ajustes de CRM." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:20 msgid "Generate leads" msgstr "Generar leads" #: ../../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 "" "Después de que haya activado la función de :guilabel:`minado de leads`, " "tendrá disponible un botón nuevo llamado :guilabel:`Generar leads` que podrá" " ver en el flujo de :guilabel:`CRM`. También puede ver las solicitudes de " "minado de leads en :menuselection:`CRM --> Configuración --> Solicitudes de " "minado de leads`, o en :menuselection:`CRM --> Leads --> Leads`, aquí " "también está disponible el botón :guilabel:`Generar leads`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "The Generate Leads button to use the lead mining feature." msgstr "El botón Generar leads para usar la función de minado de leads." #: ../../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 "" "Haga clic en el botón :guilabel:`Generar leads` y aparecerá una ventana " "donde podrá elegir los diferentes criterios a tomar en cuenta al momento de " "generar un lead." #: ../../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 "" "La ventana emergente en la que podrá elegir los criterios mediante los " "cuales se generarán los leads en Odoo." #: ../../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 "" "Para que la información que obtenga sea solo de la empresa elija " ":guilabel:`Empresas`, o elija :guilabel:`Empresas y sus contactos` para ver " "información tanto de la empresa como de los empleados de esa empresa. Si " "elige esta última opción, es posible filtrar los contactos según " ":guilabel:`el puesto` o :guilabel:`la antigüedad`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:44 msgid "Additional filtering options include:" msgstr "Otros filtros incluyen:" #: ../../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:`Tamaño`: filtra leads según el número de empleados de la empresa." #: ../../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:`Países`: filtra leads según el país (o países) en los que trabaja" " la empresa." #: ../../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:`Estado`: si es posible, también filtra leads según el estado en " "el que se encuentren." #: ../../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:`Sectores`: filtra leads según el sector en el que trabajan." #: ../../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:`Equipo de ventas`: escoja a qué equipo de ventas se le asignarán " "los leads." #: ../../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:`Vendedor`: escoja a qué persona (o personas) del equipo de ventas" " se le asignará el lead." #: ../../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:`Etiquetas predeterminadas`: escoja qué etiquetas se aplicarán de " "inmediato a los leads una vez que se creen." #: ../../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 "" "Asegúrese de conocer las normativas más recientes de la UE respecto a la " "información de sus contactos. Aprenda más sobre el Reglamento General de " "Protección de Datos en `la página de RGPD de Odoo `_." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:59 #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:36 msgid "Pricing" msgstr "Precio" #: ../../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 "" "El minado de leads es una función que tiene que *comprar dentro de la " "aplicación*. Cada lead que se genere cuesta un crédito." #: ../../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 "" "Si elige generar :guilabel:`Empresas y sus contactos`, gastará un crédito " "adicional por cada contacto que se genere." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst:67 msgid "" "See here for full pricing information: `Lead Generation by Odoo IAP " "`_." msgstr "" "Revise esta página para obtener la información completa de los precios: " "`Lead Generation by Odoo IAP/Generación de leads en compras dentro de la " "aplicación de Odoo `_." #: ../../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 "" "Para comprar créditos, vaya a :menuselection:`CRM --> Configuración --> " "Ajustes`. En la sección de :guilabel:`Generación de leads` vaya a la función" " :guilabel:`Minado de leads` y haga clic en :guilabel:`Comprar créditos`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Buy credits from the lead mining settings." msgstr "Compre créditos desde los ajustes de minado de leads." #: ../../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 "" "También puede comprar créditos en :menuselection:`Ajustes --> Ajustes " "generales`. En la sección :guilabel:`Compras dentro de la aplicación de " "Odoo` haga clic en :guilabel:`Ver mis servicios`." #: ../../content/applications/sales/crm/acquire_leads/lead_mining.rst-1 msgid "Buy credits in the Odoo IAP settings." msgstr "" "Compre créditos en los ajustes de compras dentro de la aplicación de Odoo." #: ../../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 "" "Los usuarios de la versión Enterprise de Odoo en línea (SaaS) cuentan con " "créditos de prueba gratis en su base de datos para probar cualquier función " "que se tenga que comprar dentro de la aplicación." #: ../../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 "Crear y enviar cotizaciones" #: ../../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 "" "Una vez que un lead calificado se ha convertido en una oportunidad, el " "siguiente paso es crear y entregar una cotización. Puede realizar este " "proceso a través de la aplicación *CRM* de Odoo." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:9 msgid "Create a new quotation" msgstr "Cree un nuevo presupuesto" #: ../../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 "" "Si desea crear una nueva cotización, abra la aplicación :guilabel:`CRM`, " "para ver el guilabel:`flujo de venta` en el tablero principal de *CRM*." #: ../../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 "" "Ahí, haga clic en cualquier oportunidad para abrirla. Revise la información " "existente y actualice cualquier campo que sea necesario." #: ../../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 "" "Si ya se ha creado una cotización para esta oportunidad, la puede ver al " "hacer clic en el botón inteligente :guilabel:`cotizaciones` en la parte " "superior del formulario. El número de cotizaciones existentes también se " "muestra en el botón inteligente." #: ../../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 "" "En la parte superior izquierda del formulario, haga clic en el botón " ":guilabel:`nueva cotización`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst-1 msgid "Qualified lead form with New Quotation button emphasized." msgstr "" "Formulario de cliente potencial calificado con el botón 'nueva cotización' " "destacado." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:29 msgid "" "The :guilabel:`Customer` field is **not** required on the opportunity form." msgstr "" "El campo :guilabel:`cliente` **no** es obligatorio en el formulario de " "oportunidad." #: ../../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 "" "Sin embargo, debe agregar o vincular la información del cliente antes de que" " se pueda enviar una cotización. Si deja el campo :guilabel:`cliente` vacío " "en la oportunidad, al hacer clic en el botón :guilabel:`nueva cotización` se" " abrirá una ventana emergente con las siguientes opciones:" #: ../../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 "" ":guilabel:`Crear un nuevo cliente`: crea un nuevo registro de cliente, " "utilizando cualquier información disponible proporcionada en el formulario " "de oportunidad." #: ../../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 "" ":guilabel:`Enlace a un cliente existente`: abre un campo desplegable con los" " nombres de los clientes existentes. Seleccione un nombre para vincular esta" " nueva cotización a un registro de cliente existente." #: ../../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 "" ":guilabel:`No vincular a un cliente`: la cotización **no** se vinculará a un" " cliente y no se realizarán cambios en la información del cliente." #: ../../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 "" "Una vez que haga clic en este botón, aparecerá un nuevo formulario de " "cotización. Confirme la información en la mitad superior del formulario y " "actualice cualquier campo faltante o incorrecto." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:45 msgid "" ":guilabel:`Customer`: the company or contact for whom this quotation was " "created." msgstr "" ":guilabel:`Cliente`: la empresa o contacto para quien se creó esta " "cotización." #: ../../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 "" ":guilabel:`Referido`: si este cliente fue referido por otro cliente o " "contacto, selecciónelo del menú desplegable en este campo." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:48 msgid "" ":guilabel:`Invoice Address`: physical address where the invoice should be " "sent." msgstr "" ":guilabel:`Dirección de facturación`: dirección física a donde se debe " "enviar la factura." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:49 msgid "" ":guilabel:`Delivery Address`: physical address where any products should be " "delivered." msgstr "" ":guilabel:`Dirección de entrega`: dirección física donde deben entregarse " "los productos." #: ../../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 "" ":guilabel:`Plantilla de cotización`: si aplica, seleccione una " ":doc:`plantilla de cotización " "` preconfigurada " "en este campo." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:52 msgid ":guilabel:`Expiration`: date when this quotation is no longer valid." msgstr "" ":guilabel:`Vencimiento`: fecha en la que esta cotización ya no es válida." #: ../../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 "" ":guilabel:`Fecha de cotización`: fecha de creación de órdenes en " "borrador/enviados, fecha de confirmación de órdenes confirmadas. Tenga en " "cuenta que este campo solo es visible si el :doc:`modo desarrollador (modo " "de solución de bugs) ` está activo." #: ../../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 "" ":guilabel:`Plan recurrente`: si esta cotización es para un producto o " "suscripción recurrente, seleccione la configuración del plan recurrente que " "se utilizará." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:58 msgid ":guilabel:`Pricelist`: select a pricelist to be applied to this order." msgstr "" ":guilabel:`Listas de precios`: seleccione una lista de precios para aplicar " "a esta orden." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:59 msgid "" ":guilabel:`Payment Terms`: select any applicable payment terms for this " "quotation." msgstr "" ":guilabel:`Términos de pago`: seleccione los términos de pago aplicables " "para esta cotización." #: ../../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 "" "El campo :guilabel:`vencimiento` se completa automáticamente en función de " "la fecha de creación de la cotización y el marco de tiempo de validez " "predeterminado." #: ../../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 "" "Si desea actualizar el marco de tiempo de validez predeterminado, vaya a la " "aplicación :menuselection:`Ventas --> Configuración --> Ajustes --> " "Cotizaciones y órdenes` y actualice el campo :guilabel:`validez " "predeterminada de cotización`. Establezca en 0 para desactivar el " "vencimiento automático." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:73 msgid "When the desired changes are complete, click :guilabel:`Save`." msgstr "" "Cuando los cambios deseados estén completos, haga clic en " ":guilabel:`guardar`." #: ../../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 "" "Cuando se utiliza una plantilla de cotización, la fecha de vencimiento se " "basa en el campo :guilabel:`validez de la cotización` de la plantilla. Para " "modificar el cálculo de la fecha de validez en una plantilla, vaya a la " "aplicación :menuselection:`Ventas --> Configuración --> Órdenes de venta -->" " Plantillas de cotización`." #: ../../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 "" "Después haga clic en una plantilla para abrirla y actualice el número en el " "campo :guilabel:`validez de la cotización`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:83 msgid "Order lines" msgstr "Líneas de venta" #: ../../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 "" "Después de actualizar la información del cliente, el pago y la fecha límite " "en la nueva cotización, puede actualizar la pestaña :guilabel:`líneas de la " "orden` con la información del producto correspondiente." #: ../../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 "" "Para ello, haga clic en :guilabel:`agregar un producto` en la pestaña " ":guilabel:`líneas de la orden`." #: ../../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 "" "A continuación, escriba el nombre de un artículo en el campo " ":guilabel:`producto` para buscar en el catálogo de productos. Luego, " "seleccione un producto del menú desplegable o cree uno nuevo seleccionando " ":guilabel:`crear` o :guilabel:`crear y editar`." #: ../../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 "" "Después de seleccionar un producto, actualice la :guilabel:`cantidad`, si es" " necesario. Confirme la información en los campos restantes." #: ../../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 "" "Si desea eliminar una línea de la cotización, haga clic en el icono " ":guilabel:`🗑️ (papelera)`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:99 msgid "Repeat the steps above until the quotation is complete." msgstr "Repita los pasos anteriores hasta que la cotización esté completa." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:102 msgid "Preview and send quotation" msgstr "Vista previa y envío de cotización" #: ../../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 "" "Si desea ver una vista previa de la cotización para saber como la verá el " "cliente, haga clic en el botón :guilabel:`vista previa`. Al hacerlo, se " "abrirá una vista previa en el :guilabel:`portal del cliente`." #: ../../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 "" "Después de revisar la vista previa, haga clic en :guilabel:`volver al modo " "de edición` para regresar al formulario de cotización en el backend." #: ../../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 "" "Cuando la cotización esté lista para mandarla al cliente, haga clic en el " "botón :guilabel:`enviar por correo electrónico`." #: ../../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 "" "Al hacerlo verá una ventana emergente con un mensaje de correo electrónico " "predeterminado. La información de la cotización, incluida la información de " "contacto, el costo total y el título de la cotización, se importará de la " "cotización." #: ../../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 "Se adjuntará un PDF de la cotización en el correo electrónico." #: ../../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 "" "Se utiliza una plantilla pre-cargada para crear el mensaje de correo " "electrónico. Si desea modificar la plantilla, haga clic en el enlace interno" " a la derecha del campo :guilabel:`cargar plantilla`, ubicado en la parte " "inferior de la ventana emergente del correo electrónico." #: ../../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 "" "Si desea seleccionar una nueva plantilla, elija una opción del menú " "desplegable :guilabel:`cargar plantilla`." #: ../../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 "" "Proceda a realizar los cambios necesarios en el correo electrónico, luego " "haga clic en :guilabel:`enviar`. Se agrega una copia del mensaje al " "*chatter* del registro." #: ../../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 "" "Después de enviar una cotización, el botón inteligente " ":guilabel:`cotizaciones` de la oportunidad se actualizará con un nuevo " "número. Puede acceder a esta cotización, y todas las demás, a través de este" " botón inteligente en la parte superior de la oportunidad en la aplicación " "*CRM*." #: ../../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 "" "Cualquier cotización adjunta a la oportunidad que esté confirmada y, por lo " "tanto, haya sido convertida en orden de venta, se deducirá del número " "indicado en el botón inteligente :guilabel:`cotizaciones`. En su lugar, el " "valor de la orden de venta aparecerá en el botón inteligente " ":guilabel:`órdenes` ubicado en el mismo tablero." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:138 msgid "" "`Quotation templates " "`_" msgstr "" "`Plantillas de cotización " "`_" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:139 msgid "" "`Optional products " "`_" msgstr "" "`Productos opcionales " "`_" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:140 msgid "" "`Quotation deadlines `_" msgstr "" "`Fechas límite de las cotizaciones " "`_" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:143 msgid "Mark an opportunity won or lost" msgstr "Marcar una oportunidad ganada o perdida" #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:145 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 "" "Con el fin de mantener el flujo de trabajo actualizado y con la información " "correcta, es necesario identificar las oportunidades como *ganadas* o " "*perdidas* una vez que un cliente responda a una cotización." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:148 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 "" "Para marcar una oportunidad como *ganada* o *perdida*, regrese a la " "oportunidad utilizando las migas de pan en la parte superior izquierda del " "formulario de cotización. O vaya a :menuselection:`CRM --> Ventas --> Mi " "flujo de trabajo` y haga clic en la oportunidad correcta para abrirla." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:152 msgid "" "At the top-left of the form, click on either the :guilabel:`Won` or " ":guilabel:`Lost` button." msgstr "" "En la parte superior izquierda del formulario, haga clic en el botón " ":guilabel:`ganada` o :guilabel:`perdida`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:154 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 "" "Si la oportunidad está marcada como *ganada*, se agregará un listón verde " "con la leyenda :guilabel:`ganado` al registro y se moverá a la etapa " ":guilabel:`ganado`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:157 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 "" "Si marca una oportunidad como *perdida* se abrirá la ventana emergente " ":guilabel:`marcar como perdida`, donde puede ingresar un :guilabel:`motivo " "de pérdida`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:160 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 "" "En el campo desplegable :guilabel:`motivo de pérdida`, elija un motivo de " "pérdida existente. Si no encuentra la razón correcta, haga una nueva, solo " "debe ingresarla en el campo :guilabel:`motivo de pérdida` y hacer clic en " ":guilabel:`crear`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:165 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 "" "La mejor práctica es usar los valores preconfigurados en :guilabel:`motivo " "de pérdida` tanto como sea posible o limitar la creación de nuevos valores " "solo a los líderes del equipo de ventas. Usar los mismos valores en este " "parámetro facilitará y hará más preciso el análisis del flujo de trabajo al " "filtrar por el parámetro :guilabel:`motivo de pérdida`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:170 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 "" "Si desea configurar nuevos valores para este campo, vaya a " ":menuselection:`CRM --> Configuración --> Motivos de pérdida`, y haga clic " "en :guilabel:`nuevo` y :guilabel:`guardar` para cada nueva entrada de la " "lista." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:174 msgid "" "Additional notes and comments can be added in the :guilabel:`Closing Note` " "field." msgstr "" "Las notas adicionales y comentarios se pueden agregar en el campo " ":guilabel:`notas de cierre`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:176 msgid "" "When all the desired information has been entered in the :guilabel:`Mark " "Lost` pop-up window, click :guilabel:`Mark as Lost`." msgstr "" "Una vez que haya ingresado la información deseada en la ventana emergente " ":guilabel:`marcar como perdido`, haga clic en :guilabel:`marcar como " "perdido`." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:179 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 "" "Si hace clic en :guilabel:`marcar como perdido` la ventana emergente " "desaparecerá y Odoo lo llevará de vuelta al formulario de la oportunidad, " "donde verá un nuevo listón con la leyenda :guilabel:`perdido` en la esquina " "superior derecha de la oportunidad." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:183 msgid "" "Once an opportunity is marked as *lost*, it is no longer considered active, " "and it is removed from the pipeline." msgstr "" "Una vez que se marca una oportunidad como *perdida*, ya no se considera " "activa y se elimina del flujo de trabajo." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:186 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 "" "Si desea ver una oportunidad *perdida* en el flujo de trabajo, haga clic en " "el icono de la flecha hacia abajo a la derecha de la barra de búsqueda y " "seleccione :guilabel:`perdido` o :guilabel:`archivado` en el menú " "desplegable que aparece." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:191 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 "" "Cada que marca una oportunidad como *perdida* se considera *archivada*, " "tenga en cuenta que, para que una oportunidad se incluya como *perdida* en " "los reportes, **debe** marcarla específicamente como *perdida*, no como " "*archivada*." #: ../../content/applications/sales/crm/acquire_leads/send_quotes.rst:196 msgid "" "`Manage lost opportunities " "`_" msgstr "" "`Gestión de las oportunidades perdidas " "`_" #: ../../content/applications/sales/crm/optimize.rst:5 msgid "Optimize your Day-to-Day work" msgstr "Optimice su trabajo diario" #: ../../content/applications/sales/crm/optimize/gamification.rst:3 msgid "How to motivate and reward my salespeople?" msgstr "¿Cómo motivar y recompensar a mis vendedores?" #: ../../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 "" "Una excelente manera de reforzar los buenos hábitos y mejorar la " "productividad de su equipo de ventas es retar a sus empleados para alcanzar " "objetivos específicos. El módulo de gamificación le ofrece maneras creativas" " y simples de motivar y evaluar a sus empleados. También tendrán " "reconocimientos en tiempo real e insignias mediante mecánicas de juego." #: ../../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 "" "Instale el módulo de *Gamificación*, o *Gamificación CRM*, ya que agregan " "más información útil (metas y desafíos) que se pueden usar en *CRM o " "Ventas*." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the gamification module being installed in Odoo" msgstr "Vista de un módulo de gamificación que se está instalando en Odoo." #: ../../content/applications/sales/crm/optimize/gamification.rst:21 msgid "Create a challenge" msgstr "Cree un reto" #: ../../content/applications/sales/crm/optimize/gamification.rst:23 msgid "" "Now, create your first challenge by going to :menuselection:`Settings --> " "Gamification Tools --> Challenges`." msgstr "" "Ahora, cree su primer reto, vaya a :menuselection:`Ajustes --> Herramientas " "de gamificación --> Retos`." #: ../../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 "" "Ya que la herramienta de gamificación es una configuración técnica que solo " "tiene que realizar una vez, debe activar las funciones técnicas para acceder" " a la configuración. Para hacerlo, vaya a *Ajustes* y *Activar modo de " "desarrollador*." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View if the gamification tools menu in Odoo Settings" msgstr "" "Vista del menú de herramientas de gamificación en los ajustes de Odoo." #: ../../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 "" "Un reto es una misión que le envía a su equipo de ventas. Puede incluir una " "o varias metas que se deben llevar a cabo durante un periodo específico de " "tiempo. Así puede configurar su reto:" #: ../../content/applications/sales/crm/optimize/gamification.rst:38 msgid "Assign the salespeople to be challenged;" msgstr "asigne a los vendedores a los que retará," #: ../../content/applications/sales/crm/optimize/gamification.rst:39 msgid "Assign a responsible;" msgstr "asigne a un responsable," #: ../../content/applications/sales/crm/optimize/gamification.rst:40 msgid "Set up the periodicity along with the start and the end date;" msgstr "configure la periodicidad así como la fecha de inicio y final," #: ../../content/applications/sales/crm/optimize/gamification.rst:41 msgid "Select your goals;" msgstr "seleccione sus objetivos, y" #: ../../content/applications/sales/crm/optimize/gamification.rst:42 msgid "Set up your rewards (badges)." msgstr "configure sus premios (insignias)." #: ../../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 "" "Las insignias se otorgan cuando se termina el reto. Esto sucede ya sea al " "final del periodo en marcha (por ejemplo, al final del mes para un reto " "mensual), en la fecha final del reto (si no se configura un periodo), o " "cuando el reto se cierra manualmente." #: ../../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 "" "En el ejemplo de abajo, estamos retando a 2 empleados con una *Meta mensual " "de ventas*. El reto se basa en 2 objetivos: la cantidad total facturada y " "los leads nuevos generados. Al final del mes el ganador obtendrá una " "insignia." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "" "View of the challenge form and a challenge being created for Odoo Sales" msgstr "" "Vista del formulario del desafío y de la creación del desafío en las Ventas " "de Odoo." #: ../../content/applications/sales/crm/optimize/gamification.rst:58 msgid "Set up goals" msgstr "Configure los objetivos" #: ../../content/applications/sales/crm/optimize/gamification.rst:60 msgid "" "The users can be evaluated using goals and numerical objectives to reach." msgstr "" "A los usuarios se les puede evaluar según metas u objetivos numéricos que " "alcanzaron." #: ../../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 "" "Las **metas** se asignan a través de los *retos* que evalúan (vea la imagen " "de arriba) y comparan a los miembros de un equipo a lo largo del tiempo." #: ../../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 "" "Puede crear una nueva meta al instante desde un *Reto*, solo tiene que hacer" " clic en *Agregar nuevo elemento* en *metas*. Seleccione el objeto " "empresarial de acuerdo a las necesidades de su empresa. Por ejemplo: número " "de leads nuevos, tiempo para calificar un lead, cantidad total facturada " "durante una semana, un mes o cualquier espacio de tiempo específico en sus " "preferencias de gestión, etc." #: ../../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 "" "Vista del formulario de definición de meta y su creación en Ventas de Odoo." #: ../../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 "" "Los objetivos también pueden incluir la configuración de su base de datos " "(por ejemplo, establecer los datos de la empresa y una zona horaria, crear " "nuevos usuarios, etc.)." #: ../../content/applications/sales/crm/optimize/gamification.rst:77 msgid "Set up rewards" msgstr "Configure recompensas" #: ../../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 "" "Se pueden dar **insignias** a los usuarios para logros no numéricos. Desde " "un simple gracias hasta un maravilloso logro, una insignia es una gran " "manera de expresar gratitud por un trabajo bien hecho. Para crear y otorgar " "insignias a sus empleados según su rendimiento vaya a " ":menuselection:`Ajustes --> Herramientas de ludificación --> Insignias`." #: ../../content/applications/sales/crm/optimize/gamification.rst-1 msgid "View of the badges page in Odoo" msgstr "Vista de la página de Insignias dentro de Odoo." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:3 msgid "Enrich your contacts base with Partner Autocomplete" msgstr "Use Autocompletar contacto para enriquecer sus contactos." #: ../../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 "" "La función \"Autocompletar contacto\" le ayuda a autocompletar la base de " "sus contactos con datos corporativos. Seleccione una de las empresas que se " "sugieren en el menú y obtenga toda la información que necesita." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:11 msgid "" "Go to :menuselection:`Settings --> Contacts` and activate the *Partner " "Autocomplete* feature." msgstr "" "Vaya a :menuselection:`Ajustes --> Contactos` y active la función de " "*Autocompletar contacto*." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "View of settings page and the activations of the feature in Odoo" msgstr "Vista de la página de ajustes y la activación de la función en Odoo." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:18 msgid "Enrich your contacts with corporate data" msgstr "Enriquecer sus contactos con información corporativa" #: ../../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 "" "No importa en qué módulo esté, una vez que comience a crear un nuevo " "contacto y empiece a escribir el nombre, el sistema le sugerirá una " "coincidencia potencial. Si le selecciona, el contacto se llenará con la " "información corporativa." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:23 msgid "" "For example, after typing *Odoo*, you will get the following information:" msgstr "" "Por ejemplo, después de escribir *Odoo* obtendrá la siguiente información:" #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst-1 msgid "Creating a new contact in Odoo" msgstr "Creación de un nuevo contacto en 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 "" "Vista de la información que se muestra sobre la empresa con la opción de " "autocompletar de 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 "" "Autocompletar contacto también funciona si ingresa un número de RFC en lugar" " del nombre de la empresa." #: ../../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 "" "*Autocompletar contacto* es un servicio que se debe *comprar dentro de la " "aplicación* y requiere de créditos prepagados para funcionar. Cada solicitud" " cuesta un crédito." #: ../../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 "" "Para comprar créditos vaya a :menuselection:`Ajustes --> Contactos --> " "Autocompletar partner u Odoo IAP --> Ver mis servicios` ." #: ../../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 "" "Si se queda sin créditos, la única información que se llenará al hacer clic " "en la empresa sugerida será el link del sitio web y el logo." #: ../../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 "" "Si usa Odoo en línea y tiene la versión Enterprise, entonces tiene el " "beneficio de contar con créditos de prueba gratis para probar esta función." #: ../../content/applications/sales/crm/optimize/partner_autocomplete.rst:48 msgid "" "Learn about our *Privacy Policy* `here " "`_." msgstr "" "Aprenda más sobre nuestra *Política de privacidad* `aquí " "`_." #: ../../content/applications/sales/crm/performance.rst:5 msgid "Analyze performance" msgstr "Analizar el rendimiento" #: ../../content/applications/sales/crm/performance/win_loss.rst:3 msgid "Pipeline Analysis" msgstr "Análisis del flujo" #: ../../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 "" "La aplicación *CRM* gestiona el proceso de ventas a medida que los clientes " "potenciales/oportunidades avanzan de etapa en etapa, desde el origen hasta " "la venta (**ganada**) o el archivo (**perdida**)." #: ../../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 "" "Después de organizar el flujo de trabajo, utilice las opciones de búsqueda y" " reportes disponibles en la página *análisis del flujo de ventas* para " "obtener información sobre la eficacia del flujo de trabajo y sus usuarios." #: ../../content/applications/sales/crm/performance/win_loss.rst:11 msgid "" "To access the *Pipeline Analysis* page, go to :menuselection:`CRM app --> " "Reporting --> Pipeline`." msgstr "" "Si desea acceder a la página *análisis del flujo de trabajo*, vaya a la " "aplicación :menuselection:`CRM --> Reportes --> Flujo de trabajo`." #: ../../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 "" "Abra la aplicación CRM y haga clic en la pestaña de reportes en la parte " "superior, luego haga clic en 'flujos de trabajo'." #: ../../content/applications/sales/crm/performance/win_loss.rst:20 msgid "Navigate the pipeline analysis page" msgstr "Cómo navegar la página de análisis del flujo de trabajo" #: ../../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 "" "Cuando acceda a la página :guilabel:`análisis del flujo de ventas`, se " "generará automáticamente un gráfico de barras que muestra los clientes " "potenciales del año pasado. Las barras representan la cantidad de clientes " "potenciales en cada etapa del proceso de ventas, organizadas por colores " "para mostrar el mes en que el cliente potencial alcanzó esa etapa." #: ../../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 "" "El estado predeterminado de la página de análisis del flujo de ventas es un " "gráfico, con muchas opciones para modificarlo." #: ../../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 "" "Los elementos interactivos de la página :guilabel:`análisis del flujo de " "trabajo` modifican el gráfico para reportar diferentes métricas en varias " "vistas. De izquierda a derecha, de arriba a abajo, los elementos incluyen:" #: ../../content/applications/sales/crm/performance/win_loss.rst:33 msgid "" ":guilabel:`Actions`: represented by the :guilabel:`⚙️ (gear)` icon, located " "next to the :guilabel:`Pipeline Analysis` page title. When clicked, a drop-" "down menu appears with three options, each with their own sub-menu: " ":guilabel:`Knowledge`, :guilabel:`Dashboard`, :guilabel:`Spreadsheet`. (See " ":ref:`Save and share reports ` for more information)" msgstr "" ":guilabel:`Acciones`: representadas por el icono :guilabel:`⚙️ (engranaje)`," " ubicado junto al título de la página :guilabel:`análisis del flujo de " "ventas`. Al hacer clic, aparecerá un menú desplegable con tres opciones, " "cada una con su propio submenú: :guilabel:`conocimiento`, " ":guilabel:`tablero`, :guilabel:`hoja de cálculo`. (Consulte :ref:`guardar y " "compartir reportes ` para obtener más información)" #: ../../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 "" "La opción :guilabel:`información` sirve para vincular o insertar el gráfico " "en un artículo de la aplicación *Información*." #: ../../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 "" "La opción :guilabel:`tablero` sirve para agregar el gráfico a un tablero en " "la aplicación *Tablero*." #: ../../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 "" "La opción :guilabel:`hoja de cálculo` sirve para vincular el gráfico a una " "hoja de cálculo en la aplicación *Documentos*." #: ../../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 "" "Barra :guilabel:`buscar...`: muestra los filtros y agrupaciones que se " "aplican actualmente al gráfico. Si desea agregar nuevos filtros/grupos, " "escríbalos en la barra de búsqueda o haga clic en el icono :guilabel:`⬇️ " "(flecha hacia abajo)`, al final de la barra, para abrir un menú desplegable " "de opciones. (Consulte :ref:`opciones de búsqueda ` para " "obtener más información)." #: ../../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 "" "En la esquina superior derecha verá opciones de vista representadas por " "diferentes iconos. (Consulte :ref:`opciones de vista ` para " "más información)." #: ../../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 "" "Vista de :guilabel:`gráfico`: muestra los datos en un gráfico de barras. " "Esta es la vista predeterminada." #: ../../content/applications/sales/crm/performance/win_loss.rst:53 msgid "" ":guilabel:`Pivot` view: displays the data in a customizable, categorized " "metrics table." msgstr "" "Vista :guilabel:`Pivot`: muestra los datos en una tabla de métricas " "personalizable y con categorías." #: ../../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 "" "Vista :guilabel:`cohorte`: muestra y organiza datos según la semana " "(predeterminado), día, mes o año de :guilabel:`creado en` y :guilabel:`fecha" " de cierre`." #: ../../content/applications/sales/crm/performance/win_loss.rst:56 msgid ":guilabel:`List` view: displays the data in a list." msgstr "Vista de :guilabel:`lista`: muestra los datos en una lista." #: ../../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 "" "En el lado izquierdo de la página, debajo del título de la página " ":guilabel:`análisis del flujo de trabajo` verá más opciones de filtros y " "vistas configurables." #: ../../content/applications/sales/crm/performance/win_loss.rst:61 msgid "" ":guilabel:`Measures`: opens a drop-down menu of different measurement " "options that can be seen in the graph, pivot, or cohort view. The " ":guilabel:`Measure` drop-down menu is not available in the list view. (See " ":ref:`Measurement Options ` for more information)" msgstr "" ":guilabel:`Medidas`: abre un menú desplegable con diferentes opciones de " "medidas que puede visualizar en una gráfica, una tabla dinámica o en vista " "cohorte. El menú desplegable de :guilabel:`medidas` no está disponible para " "la vista de lista. (Consulte la página sobre :ref:`opciones de medidas " "` para obtener más información)" #: ../../content/applications/sales/crm/performance/win_loss.rst:64 msgid "" ":guilabel:`Insert in Spreadsheet`: opens a pop-up window with options for " "adding a graph or pivot table to a spreadsheet in the *Documents* app or a " "dashboard in the *Dashboards* app. This option is not available in the " "cohort or list view." msgstr "" ":guilabel:`Insertar en hoja de cálculo`: abre una ventana emergente con " "opciones para abrir un gráfico o una tabla dinámica en una hoja de cálculo " "en la aplicación *Documentos*. Esta opción no está disponible para la vista " "cohorte o de lista. " #: ../../content/applications/sales/crm/performance/win_loss.rst:68 msgid "With the graph view selected, the following options are available:" msgstr "" "Si selecciona la vista de gráfico, tendrá disponibles las siguientes " "opciones: " #: ../../content/applications/sales/crm/performance/win_loss.rst:70 msgid ":guilabel:`Bar Chart`: switches the graph to a bar chart." msgstr "" ":guilabel:`Gráfico de barras`: cambia el gráfico por un gráfico de barras. " #: ../../content/applications/sales/crm/performance/win_loss.rst:71 msgid ":guilabel:`Line Chart`: switches the graph to a line chart." msgstr "" ":guilabel:`Gráfico de línea`: cambia el gráfico por un gráfico de línea. " #: ../../content/applications/sales/crm/performance/win_loss.rst:72 msgid ":guilabel:`Pie Chart`: switches the graph to a pie chart." msgstr "" ":guilabel:`Gráfico circular`: cambia el gráfico por un gráfico circular. " #: ../../content/applications/sales/crm/performance/win_loss.rst:73 msgid "" ":guilabel:`Stacked`: when selected, the results of each stage of the graph " "are stacked on top of each other. When not selected, the results in each " "stage are shown as individual bars." msgstr "" ":guilabel:`Apilado`: al seleccionar esta opción, los resultados de cada " "etapa del gráfico se apilan uno encima del otro. Si no lo selecciona, los " "resultados de cada etapa se muestran como barras individuales." #: ../../content/applications/sales/crm/performance/win_loss.rst:75 msgid "" ":guilabel:`Descending`: re-orders the stages in the graph in descending " "order from left-to-right. Click the icon a second time to deselect it. " "Depending on the search criteria, this option may not be available." msgstr "" ":guilabel:`Descendiente`: reordena las etapas del gráfico de manera " "descendiente de izquierda a derecha. Haga clic en el icono una segunda vez " "para quitar la opción. Es posible que esta opción no esté disponible " "dependiendo de sus criterios de búsqueda. " #: ../../content/applications/sales/crm/performance/win_loss.rst:78 msgid "" ":guilabel:`Ascending`: re-orders the stages in the graph in ascending order " "from left-to-right. Click the icon a second time to deselect it. Depending " "on the search criteria, this option may not be available." msgstr "" ":guilabel:`Ascendiente`: reordena las etapas del gráfico de manera " "ascendiente de izquierda a derecha. Haga clic en el icono una segunda vez " "para quitar la opción. Es posible que esta opción no esté disponible " "dependiendo de sus criterios de búsqueda." #: ../../content/applications/sales/crm/performance/win_loss.rst:82 msgid "With the pivot view selected, the following options are available:" msgstr "" "Si selecciona la vista de tabla dinámica, tendrá disponibles las siguientes " "opciones:" #: ../../content/applications/sales/crm/performance/win_loss.rst:84 #: ../../content/applications/sales/crm/performance/win_loss.rst:326 msgid ":guilabel:`Flip Axis`: flips the X and Y axis for the entire table." msgstr ":guilabel:`Girar eje`: gira los ejes X e Y de toda la tabla. " #: ../../content/applications/sales/crm/performance/win_loss.rst:85 #: ../../content/applications/sales/crm/performance/win_loss.rst:327 msgid "" ":guilabel:`Expand All`: when additional groupings are selected using the " ":guilabel:`➕ (plus sign)` icons, this button opens those groupings under " "every row." msgstr "" ":guilabel:`Expandir todo`: al seleccionar agrupaciones adicionales con el " "icono :guilabel:`➕ (signo de más)`, este botón abre dichos grupos debajo de " "cada fila." #: ../../content/applications/sales/crm/performance/win_loss.rst:87 #: ../../content/applications/sales/crm/performance/win_loss.rst:329 msgid ":guilabel:`Download xlsx`: downloads the table as an Excel file." msgstr "" ":guilabel:`Descargar xlsx`: descarga la tabla como un archivo de Excel. " #: ../../content/applications/sales/crm/performance/win_loss.rst:92 msgid "Search options" msgstr "Opciones de búsqueda" #: ../../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 "" "La página del guilabel:`análisis de flujo` se puede personalizar con varias " "opciones de filtros y de agrupaciones. " #: ../../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 "" "Para añadir nuevos criterios de búsqueda, escriba lo que desee en la barra " "de búsqueda, o haga clic en el icono :guilabel:`⬇️ (flecha hacia abajo)` que" " se encuentra junto a la barra de búsqueda, para abrir un menú desplegable " "con todas las opciones. Consulte las secciones de abajo para obtener más " "información acerca de lo que hace cada opción. " #: ../../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 "" "Al hacer clic en la flecha hacia abajo que se encuentra junto a la barra de " "búsqueda, se abrirá un menú de filtros para el análisis. " #: ../../content/applications/sales/crm/performance/win_loss.rst:106 msgid "Filters" msgstr "Filtros" #: ../../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 "" "La sección de :guilabel:`filtros` le permite a los usuarios agregar filtros " "ya existentes o personalizados para buscar sus criterios. Puede agregar " "varios filtros a una sola búsqueda. " #: ../../content/applications/sales/crm/performance/win_loss.rst:111 msgid ":guilabel:`My Pipeline`: show leads assigned to the current user." msgstr "" ":guilabel:`Mi flujo de ventas`: muestra los leads asignados al usuario " "actual." #: ../../content/applications/sales/crm/performance/win_loss.rst:112 msgid "" ":guilabel:`Opportunities`: show leads that have been qualified as " "opportunities." msgstr "" ":guilabel:`Oportunidades`: muestra los leads calificados como oportunidades." " " #: ../../content/applications/sales/crm/performance/win_loss.rst:113 msgid "" ":guilabel:`Leads`: show leads that have yet to be qualified as " "opportunities." msgstr "" ":guilabel:`Leads`: muestra los leads que están por calificarse como " "oportunidades. " #: ../../content/applications/sales/crm/performance/win_loss.rst:114 msgid ":guilabel:`Active`: show active leads." msgstr ":guilabel:`Activo`: muestra los leads activos." #: ../../content/applications/sales/crm/performance/win_loss.rst:115 msgid ":guilabel:`Inactive`: show inactive leads." msgstr ":guilabel:`Inactivos`: muestra los leads inactivos." #: ../../content/applications/sales/crm/performance/win_loss.rst:116 msgid ":guilabel:`Won`: show leads that have been marked **Won**." msgstr ":guilabel:`Ganado`: muestra los leads marcados como **ganados**." #: ../../content/applications/sales/crm/performance/win_loss.rst:117 msgid ":guilabel:`Lost`: show leads that have been marked **Lost**." msgstr ":guilabel:`Perdido`: muestra los leads marcados como **perdidos**." #: ../../content/applications/sales/crm/performance/win_loss.rst:118 msgid "" ":guilabel:`Created On`: show leads that were created during a specific " "period of time. By default, this is the past year, but it can be adjusted as" " needed, or removed entirely." msgstr "" ":guilabel:`Creado el`: muestra los leads que se crearon durante un periodo " "específico de tiempo. De manera predeterminada, el rango es el año pasado, " "pero se puede ajustar como lo desee, o bien, puede quitarlo por completo." #: ../../content/applications/sales/crm/performance/win_loss.rst:120 msgid "" ":guilabel:`Expected Closing`: show leads that are expected to close (marked " "**Won**) during a specific period of time." msgstr "" ":guilabel:`Cierre esperado`: muestra los leads para los que se espera un " "cierre (que se marquen como **ganados**) durante un periodo específico de " "tiempo." #: ../../content/applications/sales/crm/performance/win_loss.rst:122 msgid "" ":guilabel:`Date Closed`: show leads that were closed (marked **Won**) during" " a specific period of time." msgstr "" ":guilabel:`Fecha de cierre`: muestra los leads que se cerraron (marcados " "como **ganados**) durante un periodo específico de tiempo. " #: ../../content/applications/sales/crm/performance/win_loss.rst:124 msgid "" ":guilabel:`Archived`: show leads that have been archived (marked **Lost**)." msgstr "" ":guilabel:`Archivado`: muestra los leads que se han archivado (marcados como" " **perdidos**)." #: ../../content/applications/sales/crm/performance/win_loss.rst:125 msgid "" ":guilabel:`Add Custom Filter`: allows the user to create a custom filter " "with numerous options. (See :ref:`Add Custom Filters and Groups " "` for more information)" msgstr "" ":guilabel:`Agregar filtro personalizado`: le permite al usuario crear un " "filtro personalizado con varias opciones. (Consulte la página de " ":ref:`agregar filtros y grupos personalizados ` " "para obtener más información)" #: ../../content/applications/sales/crm/performance/win_loss.rst:129 msgid "Group By" msgstr "Agrupar por" #: ../../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 "" "La sección :guilabel:`agrupar por` le permite a los usuarios agregar " "agrupaciones ya existentes o personalizadas a los resultados de la búsqueda." " Puede agregar varias agrupaciones para dividir los resultados en grupos más" " manejables. " #: ../../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 "" "El orden en el que se agregan los grupos afectan cómo se muestra el " "resultado final. Intente seleccionar las mismas combinaciones en diferente " "orden para ver qué funciona mejor para caso de uso. " #: ../../content/applications/sales/crm/performance/win_loss.rst:139 msgid "" ":guilabel:`Salesperson`: groups the results by the Salesperson to whom a " "lead is assigned." msgstr "" ":guilabel:`Vendedor`: agrupa los resultados según el vendedor a quién se le " "asignó el lead. " #: ../../content/applications/sales/crm/performance/win_loss.rst:140 msgid "" ":guilabel:`Sales Team`: groups the results by the Sales Team to whom a lead " "is assigned." msgstr "" ":guilabel:`Equipo de ventas`: agrupa los resultados según el equipo de " "ventas al cual se le asignó el lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:141 msgid "" ":guilabel:`City`: groups the results by the city from which a lead " "originated." msgstr "" ":guilabel:`Ciudad`: agrupa los resultados según la ciudad de origen del " "lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:142 msgid "" ":guilabel:`Country`: groups the results by the country from which a lead " "originated." msgstr "" ":guilabel:`País`: agrupa los resultados según el país de origen del lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:143 msgid "" ":guilabel:`Company`: groups the results by the company to which a lead " "belongs (if multiple companies are activated in the database)." msgstr "" ":guilabel:`Empresa`: agrupa los resultados según la empresa a la que le " "pertenece el lead (si varias empresas están activas en la base de datos)." #: ../../content/applications/sales/crm/performance/win_loss.rst:145 msgid "" ":guilabel:`Stage`: groups the results by the stages of the sales pipeline." msgstr "" ":guilabel:`Etapa`: agrupa los resultados según las etapas de su flujo de " "ventas. " #: ../../content/applications/sales/crm/performance/win_loss.rst:146 msgid "" ":guilabel:`Campaign`: groups the results by the marketing campaign from " "which a lead originated." msgstr "" ":guilabel:`Campaña`: agrupa los resultados según la campaña de marketing del" " lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:148 msgid "" ":guilabel:`Medium`: groups the results by the medium (Email, Google Adwords," " Website, etc.) from which a lead originated." msgstr "" ":guilabel:`Medio`: agrupa los resultados según el medio desde el cual se " "originó un lead (correo electrónico, Google Awords, sitio web, etc.)." #: ../../content/applications/sales/crm/performance/win_loss.rst:150 msgid "" ":guilabel:`Source`: groups the results by the source (Search engine, Lead " "Recall, Newsletter, etc.) from which a lead originated." msgstr "" ":guilabel:`Fuente`: agrupa los resultados según la fuente desde el cual se " "originó un lead (motor de búsqueda, Lead recall, boletín, etc.)." #: ../../content/applications/sales/crm/performance/win_loss.rst:152 msgid "" ":guilabel:`Creation Date`: groups the results by the date a lead was added " "to the database." msgstr "" ":guilabel:`Fecha de creación`: agrupa los resultados según la fecha en la " "que se agregó el lead a la base de datos. " #: ../../content/applications/sales/crm/performance/win_loss.rst:153 msgid "" ":guilabel:`Conversion Date`: groups the results by the date a lead was " "converted to an opportunity." msgstr "" ":guilabel:`Fecha de conversión`: agrupa los resultados según la fecha en la " "cual un lead se convirtió en oportunidad. " #: ../../content/applications/sales/crm/performance/win_loss.rst:155 msgid "" ":guilabel:`Expected Closing`: groups the results by the date a lead is " "expected to close (marked \"Won\")." msgstr "" ":guilabel:`Cierre esperado`: agrupa los resultados según la fecha en la que " "se espera que se cierre un lead (que se marque como \"ganado\"). " #: ../../content/applications/sales/crm/performance/win_loss.rst:157 msgid "" ":guilabel:`Closed Date`: groups the results by the date a lead was " "closed(marked \"Won\")." msgstr "" ":guilabel:`Fecha de cierre`: agrupa los resultados según la fecha en la que " "un lead se cerró (que se marcó como \"ganado\"). " #: ../../content/applications/sales/crm/performance/win_loss.rst:158 msgid "" ":guilabel:`Lost Reason`: groups the results by the reason selected when a " "lead was marked \"Lost.\"" msgstr "" ":guilabel:`Motivo de pérdida`: agrupa los resultados según el motivo " "seleccionado cuando se marca un lead como \"perdido\". " #: ../../content/applications/sales/crm/performance/win_loss.rst:160 msgid "" ":guilabel:`Add Custom Group`: allows the user to create a custom group with " "numerous options. (See :ref:`Adding Custom Filters and Groups " "` for more information)" msgstr "" ":guilabel:`Agregar grupo personalizado`: le permite al usuario crear un " "grupo personalizado con varias opciones. (Consulte la página sobre " ":ref:`agregar filtros y grupos personalizados ` " "para obtener más información). " #: ../../content/applications/sales/crm/performance/win_loss.rst:164 msgid "Comparison" msgstr "Comparación" #: ../../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 "" "La sección de :guilabel:`comparación` le permite a los usuarios agregar " "comparaciones a los mismos criterios de búsqueda dentro de otro periodo de " "tiempo. " #: ../../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 "" "Esta opción solo está disponible si la búsqueda incluye filtros relacionados" " con el tiempo, como :guilabel:`Creado el`, :guilabel:`Cierre esperado` o " ":guilabel:`Fecha de cierre`. Si bien puede agregar varios filtros " "relacionados con tiempo, solo puede seleccionar una comparación a la vez. " #: ../../content/applications/sales/crm/performance/win_loss.rst:174 msgid "" ":guilabel:`Previous Period`: adds a comparison to the same search criteria " "from the previous period." msgstr "" ":guilabel:`Periodo anterior`: agrega una comparación a los mismos criterios " "de búsqueda de un periodo anterior. " #: ../../content/applications/sales/crm/performance/win_loss.rst:176 msgid "" ":guilabel:`Previous Year`: adds a comparison to the same search criteria " "from the previous year." msgstr "" ":guilabel:`Año anterior`: agrega una comparación a los mismos criterios de " "búsqueda del año anterior. " #: ../../content/applications/sales/crm/performance/win_loss.rst:179 msgid "Favorites" msgstr "Favoritos" #: ../../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 "" "La sección de :guilabel:`favoritos` le permite a los usuarios guardar una " "búsqueda para después y así no tendrá que crearla de nuevo cada vez. " #: ../../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 "" "Puede guardar varias búsquedas, compartirlas con otros o incluso " "establecerlas como predeterminadas para cuando se abra la página de " ":guilabel:`análisis de flujo`. " #: ../../content/applications/sales/crm/performance/win_loss.rst:187 msgid "" ":guilabel:`Save current search`: save the current search criteria for later." msgstr "" ":guilabel:`Guardar búsqueda actual`: guarda la búsqueda actual para después." " " #: ../../content/applications/sales/crm/performance/win_loss.rst:189 msgid "" ":guilabel:`Default filter`: when saving a search, check this box to make it " "the default search filter when the :guilabel:`Pipeline Analysis` page is " "opened." msgstr "" ":guilabel:`Filtro predeterminado`: al guardar una búsqueda, seleccione esta " "casilla para establecerla como un filtro predeterminado de búsqueda al abrir" " la página de :guilabel:`análisis de flujo`." #: ../../content/applications/sales/crm/performance/win_loss.rst:191 msgid "" ":guilabel:`Shared`: when saving a search, check this box to make it " "available to other users." msgstr "" ":guilabel:`Compartido`: al guardar una búsqueda, seleccione esta casilla " "para que esté disponible para otros usuarios. " #: ../../content/applications/sales/crm/performance/win_loss.rst:197 msgid "Add custom filters and groups" msgstr "Agregar filtros y grupos personalizados " #: ../../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 "" "Además de las opciones ya existentes en la barra de búsqueda, la página de " ":guilabel:`análisis de flujo` también puede utilizar filtros y grupos " "personalizados. " #: ../../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 "" "Los filtros personalizados con reglas complejas que personalizan aún más los" " resultados de la búsqueda, mientras que los grupos personalizados muestran " "la información de manera más organizada. " #: ../../content/applications/sales/crm/performance/win_loss.rst:205 msgid "**To add a custom filter:**" msgstr "**Para agregar un filtro personalizado:**" #: ../../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 "" "En la página de :guilabel:`análisis de flujo`, haga clic en el icono de la " ":guilabel:`flecha hacia abajo` que se encuentra junto a la barra de " ":guilabel:`Buscar...`. " #: ../../content/applications/sales/crm/performance/win_loss.rst:209 msgid "In the drop-down menu, click :guilabel:`Add Custom Filter`." msgstr "" "En el menú desplegable, haga clic en :guilabel:`Agregar filtro " "personalizado`. " #: ../../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 "" "Aparecerá la ventana emergente para :guilabel:`agregar un filtro " "personalizado` con una regla predeterminada (:guilabel:`El país está en " "_____`) compuesto de tres campos únicos. Puede editar estos campos para " "crear la regla personalizada, y puede agregar varias reglas a un solo filtro" " personalizado. " #: ../../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 "" "Para editar una regla, haga clic en el primer campo (:guilabel:`País`) y " "seleccione una opción del menú desplegable. El primer campo determina el " "contenido primario del la regla. " #: ../../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 "" "Luego, haga clic en el segundo campo y seleccione una opción del menú " "desplegable. El segundo campo determina la relación entre el primer y tercer" " campo, y generalmente **es** o **no es** una afirmación, aunque también " "pueden ser enunciados de **es más o menos que**, y más. " #: ../../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 "" "Finalmente, haga clic en el tercer campo y seleccione una opción del menú " "desplegable. El tercer campo determina el contenido secundario de la regla. " #: ../../content/applications/sales/crm/performance/win_loss.rst:220 msgid "With all three fields selected, the rule is complete." msgstr "" "La regla estará completa un vez que estén seleccionados los tres campos." #: ../../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 "" "**Para agregar más reglas:** haga clic en :guilabel:`Nueva regla` y repita " "los reglas 4-7, según lo necesite. " #: ../../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 "" "**Para eliminar una regla:** haga clic en el icono de :guilabel:`🗑️ " "(papelera)` del lado derecho de la regla. " #: ../../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 "" "**Para duplicar una regla existente:** haga clic en el icono :guilabel:`➕ " "(signo de más)` del lado derecho de la regla. " #: ../../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 "" "**Para crear reglas más complejas:** haga clic en el icono de " ":guilabel:`agregar rama` del lado derecho de la regla. Esto agrega otro " "modificador debajo de la regla para agregar un enunciado \"todo de\" o " "\"cualquiera de\". " #: ../../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 "" "La función de agregar rama le permite crear enunciados más complejos de todo" " de o cualquiera de para las reglas. " #: ../../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 "" "Una vez que agregó todas las reglas, haga clic en :guilabel:`Agregar` para " "agregar el filtro personalizado para los criterios de búsqueda. " #: ../../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 "" "**Para eliminar un filtro personalizado:** haga clic en el icono de " ":guilabel:`✖️ (x)` junto al filtro en la barra de búsqueda. " #: ../../content/applications/sales/crm/performance/win_loss.rst:239 msgid "**To add a custom group:**" msgstr "**Para agregar un grupo personalizado:**" #: ../../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 "" "En la página de :guilabel:`análisis de flujo`, haga clic en el icono de la " ":guilabel:`flecha hacia abajo` que se encuentra en la barra de búsqueda. " #: ../../content/applications/sales/crm/performance/win_loss.rst:243 msgid "" "In the drop-down menu that appears, click :guilabel:`Add Custom Group`." msgstr "" "En el menú desplegable que aparece, haga clic en :guilabel:`Agregar un grupo" " personalizado`. " #: ../../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 "Busque entre las opciones del menú y seleccione uno o más grupos." #: ../../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 "" "**Para eliminar un grupo personalizado:** haga clic en el icono " ":guilabel:`✖️ (x)` que se encuentra en el grupo personalizado en la barra de" " búsqueda. " #: ../../content/applications/sales/crm/performance/win_loss.rst:252 msgid "Measurement options" msgstr "Opciones de medidas" #: ../../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 "" "De manera predeterminada, la página de :guilabel:`análisis de flujo` mide el" " :guilabel:`número` total de leads que coincidan con los criterios de " "búsqueda, pero los puede cambiar para medir otros elementos de su interés." " " #: ../../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 "" "Para cambiar la medida seleccionada, haga clic en el botón de " ":guilabel:`Medidas` que se encuentra en la parte superior izquierda de la " "página y seleccione una de las siguientes opciones del menú desplegable: " #: ../../content/applications/sales/crm/performance/win_loss.rst:260 msgid "" ":guilabel:`Days to Assign`: measures the number of days it took a lead to be" " assigned after creation." msgstr "" ":guilabel:`Días por asignar`: mide el número de días que tardó un lead en " "ser asignado después de su creación. " #: ../../content/applications/sales/crm/performance/win_loss.rst:262 msgid "" ":guilabel:`Days to Close`: measures the number of days it took a lead to be " "closed (marked **Won**)." msgstr "" ":guilabel:`Días para el cierre`: mide el número de días que tardó el lead en" " cerrarse (que marcará como **ganado**). " #: ../../content/applications/sales/crm/performance/win_loss.rst:264 msgid "" ":guilabel:`Days to Convert`: measures the number of days it took a lead to " "be converted to an opportunity." msgstr "" ":guilabel:`Días para convertir`: mide el número de días que tardó un lead en" " convertirse en oportunidad. " #: ../../content/applications/sales/crm/performance/win_loss.rst:266 msgid "" ":guilabel:`Exceeded Closing Days`: measures the number of days by which a " "lead exceeded its Expected Closing date." msgstr "" ":guilabel:`Días de cierre excedidos`: mide el número de días que excede un " "lead de su fecha de cierre esperada. " #: ../../content/applications/sales/crm/performance/win_loss.rst:268 msgid "" ":guilabel:`Expected MRR`: measures the Expected Recurring Revenue of a lead." msgstr "" ":guilabel:`MRR esperado`: mide el ingreso mensual recurrente esperado de un " "lead. " #: ../../content/applications/sales/crm/performance/win_loss.rst:269 msgid ":guilabel:`Expected Revenue`: measures the Expected Revenue of a lead." msgstr ":guilabel:`Ingreso esperado`: mide el ingreso esperado de un lead. " #: ../../content/applications/sales/crm/performance/win_loss.rst:270 msgid "" ":guilabel:`Prorated MRR`: measures the Prorated Monthly Recurring Revenue of" " a lead." msgstr "" ":guilabel:`MRR prorrateado`: mide el ingreso mensual recurrente prorrateado " "de un lead. " #: ../../content/applications/sales/crm/performance/win_loss.rst:271 msgid "" ":guilabel:`Prorated Recurring Revenues`: measures the Prorated Recurring " "Revenues of a lead." msgstr "" ":guilabel:`Ingresos recurrentes prorrateados`: mide los ingresos recurrentes" " prorrateados de un lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:272 msgid ":guilabel:`Prorated Revenue`: measures the Prorated Revenue of a lead." msgstr "" ":guilabel:`Ingreso prorrateado`: mide el ingreso prorrateado de un lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:273 msgid "" ":guilabel:`Recurring Revenues`: measures the Recurring Revenue of a lead." msgstr "" ":guilabel:`Ingresos recurrentes`: mide el ingreso recurrente de un lead. " #: ../../content/applications/sales/crm/performance/win_loss.rst:274 msgid "" ":guilabel:`Count`: measures the total amount of leads that match the search " "criteria." msgstr "" ":guilabel:`Número total`: mide el número total de leads que coinciden con " "los criterios de búsqueda. " #: ../../content/applications/sales/crm/performance/win_loss.rst:279 msgid "View options" msgstr "Ver opciones" #: ../../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 "" "Después de configurar los filtros, los grupos y las medidas, la página de " ":guilabel:`análisis de flujo` puede mostrar los datos de muchas maneras. Por" " defecto, la página usa la vista de gráfico, pero la puede cambiar a la " "vista de tabla dinámica, de cohorte o de lista. " #: ../../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 "" "Para cambiar la vista del flujo, haga clic en uno de los cuatro iconos que " "se ubican en la parte superior derecha de la página de :guilabel:`análisis " "de flujo`. " #: ../../content/applications/sales/crm/performance/win_loss.rst:290 msgid "Graph View" msgstr "Vista de gráfico" #: ../../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 "" "La vista de gráfico está seleccionada de manera predeterminada en la página " "de :guilabel:`análisis de flujo`. Muestra el análisis ya sea en un gráfico " "de barras de línea o circular. " #: ../../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 "" "Esta opción de vista es útil para tener una visualización rápida y comparar " "relaciones simples, como el :guilabel:`número total` de leads en cada etapa," " o los leads asignados a cada :guilabel:`vendedor`. " #: ../../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 "" "De manera predeterminada, el gráfico mide el :guilabel:`número total` de " "leads en cada grupo, pero puede cambiarlo si hace clic en el botón " ":guilabel:`Medidas` y :ref:`selecciona otra opción ` del " "menú desplegable que aparece. " #: ../../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 "" "La vista de gráfico muestra el análisis como un gráfico de barras, de línea " "o circular. " #: ../../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 "" "Le recomendamos que desactive la opción :guilabel:`Apilado` al utilizar un " "gráfico de barras en esta vista para hacer que el desglose de los resultados" " sea más legible." #: ../../content/applications/sales/crm/performance/win_loss.rst:311 #: ../../content/applications/sales/crm/performance/win_loss.rst:512 msgid "Pivot View" msgstr "Vista dinámica" #: ../../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 "" "La vista de tabla dinámica muestra los resultados del análisis en una tabla " "que agrupa de forma determinada los resultados por las etapas del flujo de " "ventas y mide el :guilabel:`ingreso esperado`." #: ../../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 "" "A diferencia de la vista de gráfico, la vista de tabla dinámica es útil para" " analizar números más detallados o para agregar los datos a una hoja de " "cálculo donde puede establecer fórmulas personalizadas, similar a un archivo" " de Excel." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Pivot View displays the analysis as a table." msgstr "La vista de tabla dinámica muestra el análisis en una tabla." #: ../../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 "" "Los tres iconos que se ubican en la parte superior izquierda de la página " "realizan las siguientes funciones:" #: ../../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 "" "No puede eliminar la agrupación por :guilabel:`etapa`, pero puede cambiar la" " medida si hace clic en el botón :guilabel:`Medidas` y selecciona otra " "opción." #: ../../content/applications/sales/crm/performance/win_loss.rst:335 msgid "Cohort View" msgstr "Vista de cohorte" #: ../../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 "" "La vista de cohorte muestra el análisis por plazos (es decir, cohortes) y " "puede configurarla por días, semanas, meses o años. La selección " "predeterminada es :guilabel:`Semana`." #: ../../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 "" "Esta opción de vista es útil en espacial para comparar cuánto tiempo toma " "cerrar leads." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Cohort View displays the analysis as individual weeks of the year." msgstr "" "La vista de cohorte muestra el análisis como semanas individuales del año." #: ../../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 "" "De izquierda a derecha y de arriba a abajo, las columnas en el gráfico " "representan la siguiente información:" #: ../../content/applications/sales/crm/performance/win_loss.rst:348 msgid "" ":guilabel:`Created On`: rows in this column represent the weeks of the year," " in which records matching the search criteria exist." msgstr "" ":guilabel:`Creado el`: las filas de esta columna representan las semanas del" " año en las que existen registros que coinciden con los criterios de " "búsqueda." #: ../../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 "" "Cuando elige :guilabel:`Semana`, la fila con la etiqueta :guilabel:`W52 " "2023` indica que los resultados ocurrieron en la semana 52 del año 2023." #: ../../content/applications/sales/crm/performance/win_loss.rst:353 msgid "" ":guilabel:`Measures`: the second column in the chart is the measurement of " "the results. By default, it is set to :guilabel:`Count`, but can be changed " "by clicking the :guilabel:`Measures` button, and selecting an option from " "the drop-down menu." msgstr "" ":guilabel:`Medidas`: la segunda columna en el gráfico corresponde a la " "medida de los resultados. De forma predeterminada es :guilabel:`Número`, " "pero puede cambiarla si hace clic en el botón :guilabel:`Medidas` y luego " "selecciona una opción del menú desplegable." #: ../../content/applications/sales/crm/performance/win_loss.rst:356 msgid "" ":guilabel:`Closed Date - By Day/Week/Month/Year`: this column looks at what " "percentage of the measured results were closed in subsequent " "days/weeks/months/years." msgstr "" ":guilabel:`Fecha de cierre por día, semana, mes o año`: esta columna analiza" " el porcentaje de resultados medidos que se cerraron en los siguientes días," " semanas, meses o años." #: ../../content/applications/sales/crm/performance/win_loss.rst:358 msgid "" ":guilabel:`Average`: this row provides the average of all other rows in the " "column." msgstr "" ":guilabel:`Promedio`: esta fila proporciona el promedio de todas las demás " "filas en la columna." #: ../../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 "" "Puede descargar la vista de cohorte como un archivo de Excel. Haga clic en " "el icono :guilabel:`Descargar` ubicado en la parte superior izquierda de la " "página." #: ../../content/applications/sales/crm/performance/win_loss.rst:363 #: ../../content/applications/sales/crm/performance/win_loss.rst:537 msgid "List View" msgstr "Vista de lista" #: ../../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 "" "La vista de lista muestra una lista única de todos los leads que coinciden " "con los criterios de búsqueda. Al hacer clic en un lead abrirá su registro " "para poder realizar una revisión más minuciosa. Puede agregar detalles " "adicionales como el :guilabel:`país`, :guilabel:`medio` y otros si hace clic" " en el icono :guilabel:`Filtros` que está ubicado en la esquina superior " "derecha de la lista." #: ../../content/applications/sales/crm/performance/win_loss.rst:370 msgid "This view option is useful for reviewing many records at once." msgstr "La opción de vista es útil para revisar varios registros a la vez." #: ../../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 "" "La vista de lista muestra una única lista de todos los registros que " "coinciden con los criterios de búsqueda." #: ../../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 "" "Al hacer clic en el icono :guilabel:`⚙️ (engranaje)` abre el menú " "desplegable de acciones que le permiten realizar lo siguiente:" #: ../../content/applications/sales/crm/performance/win_loss.rst:379 msgid "" ":guilabel:`Import records`: opens a page for uploading a spreadsheet of " "data, as well as a template spreadsheet to easily format that data." msgstr "" ":guilabel:`Importar registros`: esta acción abre una página para subir una " "hoja de cálculo con información, así como una plantilla de la hoja para " "darle formato a esos datos con facilidad." #: ../../content/applications/sales/crm/performance/win_loss.rst:381 msgid ":guilabel:`Export All`: downloads the list as an xlsx file for Excel." msgstr "" ":guilabel:`Exportar todo`: descarga la lista como un archivo .XLSX para " "Excel." #: ../../content/applications/sales/crm/performance/win_loss.rst:382 msgid "" ":guilabel:`Knowledge`: inserts a view of, or link to, the list in an article" " in the *Knowledge* app." msgstr "" ":guilabel:`Información`: inserta una vista de (o un enlace a) la lista en un" " artículo en la aplicación *Información*." #: ../../content/applications/sales/crm/performance/win_loss.rst:384 msgid "" ":guilabel:`Dashboard`: adds the list to *My Dashboard* in the *Dashboards* " "app." msgstr "" ":guilabel:`Tablero`: agrega la lista a *Mi tablero* en la aplicación " "*Tableros*." #: ../../content/applications/sales/crm/performance/win_loss.rst:385 msgid "" ":guilabel:`Spreadsheet`: links to, or inserts, the list in a spreadsheet in " "the *Documents* app." msgstr "" ":guilabel:`Hoja de cálculo`: enlaza o inserta la lista en una hoja de " "cálculo en la aplicación *Documentos*." #: ../../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 "" "Si se encuentra en la vista de lista y hace clic en :guilabel:`Nuevo`, " "cerrará la lista y abrirá la página de *Nueva cotización*. Al hacer clic en " ":guilabel:`Generar leads` abrirá una ventana emergente para crear leads. " "Ninguna de estas funciones está diseñada para manipular la vista de lista." #: ../../content/applications/sales/crm/performance/win_loss.rst:396 msgid "Create reports" msgstr "Crear reportes" #: ../../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 "" "Después de comprender cómo :ref:`navegar por la página de análisis del flujo" " ` puede utilizarla para crear y compartir diferentes " "reportes. Puede crear casi cualquier combinación posible gracias a las " "opciones predefinidas, los filtros y los agrupamientos personalizados." #: ../../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 "" "Una vez que haya creado los reportes, puede :ref:`guardarlos como favoritos," " compartirlos con otros usuarios o agregarlos a tableros y hojas de cálculo " "`." #: ../../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 "" "A continuación detallamos algunos reportes comunes que puede crear en la " "página de :guilabel:`análisis del flujo`." #: ../../content/applications/sales/crm/performance/win_loss.rst:411 msgid "Win/Loss reports" msgstr "Reporte de perdidos y ganados" #: ../../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 "" "El cálculo de ganados y perdidos corresponde al cálculo de los leads activos" " o que solían estar activos en un flujo y que se marcaron como **ganados** o" " **perdidos** en un período específico de tiempo. Al calcular las " "oportunidades ganadas sobre las perdidas, los equipos pueden especificar los" " indicadores clave de rendimiento (KPI) que convierten leads en ventas, por " "ejemplo, los equipos o miembros específicos del equipo, determinados medios " "o campañas de marketing, entre otros." #: ../../content/applications/sales/crm/performance/win_loss.rst:419 msgid "" "\\begin{equation}\n" "Win/Loss Ratio = \\frac{Opportunities Won}{Opportunities Lost}\n" "\\end{equation}\n" "\n" msgstr "" "\\begin{equation}\n" "Razón~de~perdidos~y~ganados = \\frac{Oportunidades~ganadas}{Oportunidades~perdidas}\n" "\\end{equation}\n" #: ../../content/applications/sales/crm/performance/win_loss.rst:424 msgid "" "A win/loss report filters the leads from the past year, whether won or lost," " and groups the results by their stage in the pipeline. Creating this report" " requires a custom filter, and grouping the results by :guilabel:`Stage`." msgstr "" "El reporte de ganados y perdidos filtra los leads del año pasado, sin " "importar si fueron ganados o perdidos, y agrupa los resultados por su etapa " "en el flujo. Para poder crear este reporte necesita un filtro personalizado " "y agrupar los resultados por :guilabel:`Etapa`." #: ../../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 "" "Los criterios de búsqueda para los reportes de ganados y perdidos son " "\"Creado el\", \"Etapa\" y \"Activo es verdadero y falso\"." #: ../../content/applications/sales/crm/performance/win_loss.rst:432 msgid "Follow the steps below to create a win/loss report:" msgstr "" "Siga los pasos que se describen a continuación para crear un reporte de " "ganados y perdidos:" #: ../../content/applications/sales/crm/performance/win_loss.rst:434 msgid "Navigate to :menuselection:`CRM app --> Reporting --> Pipeline`." msgstr "Vaya a la :menuselection:`aplicación CRM --> Reportes --> Flujo`." #: ../../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 "" "En la página de :guilabel:`análisis de flujo`, haga clic en el icono " ":guilabel:`⬇️ (flecha hacia abajo)` que está ubicado junto a la barra de " "búsqueda para abrir un menú desplegable de filtros y grupos." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu containing the filters for a basic win/loss report." msgstr "" "El menú de búsqueda que contiene los filtros para un reporte básico de " "ganados y perdidos." #: ../../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 "" "Haga clic en :guilabel:`Etapa` en el menú desplegable de la sección " ":guilabel:`Agrupar por`." #: ../../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 "" "Vaya a la sección :guilabel:`Filtros` y haga clic en :guilabel:`Agregar " "filtro personalizado` para abrir otro menú emergente." #: ../../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 "" "En el menú emergente :guilabel:`Agregar filtro personalizado`, haga clic en " "el primer campo de la sección :guilabel:`Conciliar cualquiera de las " "siguientes reglas:`. Este campo muestra :guilabel:`País` de forma " "predeterminada." #: ../../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 "" "Al hacer clic en ese primer campo abrirá un submenú que le permitirá elegir " "alguna de las opciones disponibles. Busque y seleccione la opción " ":guilabel:`Activo`, después de esto los campos restantes se completarán en " "automático." #: ../../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 "" "El primer campo dice :guilabel:`Activo`, el segundo campo dice " ":guilabel:`es` y, por último, el tercer campo dice :guilabel:`establecido`." #: ../../content/applications/sales/crm/performance/win_loss.rst:455 msgid "In total, the rule reads: :guilabel:`Active is set`." msgstr "La regla completa dice: :guilabel:`Activo es establecido`." #: ../../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 "" "Haga clic en :guilabel:`Nueva regla`, cambie el primer campo a " ":guilabel:`Activo` y el último a :guilabel:`no establecido`. La regla " "completa dice :guilabel:`Activo no es establecido`." #: ../../content/applications/sales/crm/performance/win_loss.rst:458 #: ../../content/applications/sales/crm/performance/win_loss.rst:640 msgid "Click :guilabel:`Add`." msgstr "Haga clic en :guilabel:`Agregar`." #: ../../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 "" "El menú Agregar filtro personalizado muestra dos reglas: (1) Activo es " "establecido y (2) Activo no es establecido." #: ../../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 "" "El reporte ahora muestra el :guilabel:`total` de leads, tanto \"ganados\" " "como \"perdidos\", agrupados por su etapa en el flujo del CRM. Pase el " "cursor sobre una sección del reporte para visualizar el número de prospectos" " en esa etapa." #: ../../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 "" "Un reporte básico de ganados y perdidos que muestra todos los leads " "agrupados por etapa, sin importar si fueron ganados o perdidos." #: ../../content/applications/sales/crm/performance/win_loss.rst:473 msgid "Customize win/loss reports" msgstr "Personalizar los reportes de ganados y perdidos" #: ../../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 "" "Después de :ref:`crear un reporte de ganados y perdidos `" " puede utilizar las siguientes opciones para personalizar el reporte según " "lo que necesite." #: ../../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 "" "Un gerente de ventas podría agrupar los leads ganados y perdidos por " "vendedor o equipo de ventas para ver quién tiene la mejor tasa de " "conversión. Un equipo de marketing podría agrupar por fuentes o medios para " "saber dónde ha sido más exitosa su publicidad." #: ../../content/applications/sales/crm/performance/win_loss.rst:485 msgid "Filters and groups" msgstr "Filtros y grupos" #: ../../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 "" "Para agregar más filtros y grupos haga clic en el icono :guilabel:`⬇️ " "(flecha hacia abajo)` que está ubicado junto a la barra de búsqueda. " "Seleccione una o más opciones del menú desplegable." #: ../../content/applications/sales/crm/performance/win_loss.rst:490 msgid "Some useful options include:" msgstr "Estas son algunas de las opciones más útiles:" #: ../../content/applications/sales/crm/performance/win_loss.rst:492 msgid "" ":guilabel:`Created on`: adjusting this filter to a different period of time," " such as the last 30 days, or the last quarter, can provide more timely " "results." msgstr "" ":guilabel:`Creado en`: si ajusta este filtro a un periodo distinto, por " "ejemplo, los últimos 30 días o el último trimestre, puede proporcionar " "resultados más recientes." #: ../../content/applications/sales/crm/performance/win_loss.rst:494 msgid "" ":guilabel:`Add Custom Filter`: clicking this option, and scrolling through " "the numerous options in the drop-down menu, opens up additional search " "criteria, like :guilabel:`Last Stage Update` or :guilabel:`Lost Reason`." msgstr "" ":guilabel:`Agregar filtro personalizado`: si hace clic en esta opción y " "navega por las diversas opciones en el menú desplegable podrá abrir " "criterios de búsqueda adicionales, por ejemplo, la :guilabel:`última " "actualización de la etapa` o el :guilabel:`motivo de pérdida`." #: ../../content/applications/sales/crm/performance/win_loss.rst:497 msgid "" ":guilabel:`Add Custom Group > Active`: Clicking :menuselection:`Add Custom " "Group --> Active` separates the results into **Won** (:guilabel:`true`) or " "**Lost** (:guilabel:`false`). This shows at what stage leads are being " "marked **Won** or **Lost**." msgstr "" ":guilabel:`Agregar grupo personalizado > Activo`: al hacer clic en " ":menuselection:`Agregar grupo personalizado --> Activo` los resultados se " "dividen en **ganados** (:guilabel:`verdadero`) o **perdidos** " "(:guilabel:`falso`). Esto muestra en qué etapa marcan los leads como " "**ganados** o **perdidos**." #: ../../content/applications/sales/crm/performance/win_loss.rst:500 msgid "" ":guilabel:`Multiple Groupings`: add multiple :guilabel:`Group By` selections" " to split results into more relevant and manageable chunks." msgstr "" ":guilabel:`Varios grupos`: puede seleccionar :guilabel:`Agrupar por` varias " "veces para dividir los resultados en fragmentos más relevantes y " "gestionables." #: ../../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 "" "Si agrega :guilabel:`Vendedor` o :guilabel:`Equipo de ventas` dividirá el " "número total de leads en cada :guilabel:`Etapa`." #: ../../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 "" "Si agrega :guilabel:`Medio` o :guilabel:`Fuente` puede saber qué " "herramientas de marketing generan más ventas." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "The Search menu open and the Won and Lost filters highlighted." msgstr "" "El menú de búsqueda abierto y con los filtros de ganados y perdidos " "resaltados." #: ../../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 "" "De forma predeterminada, la vista de tabla dinámica agrupa los reportes de " "ganados y perdidos por :guilabel:`etapa` y mide el :guilabel:`ingreso " "esperado`." #: ../../content/applications/sales/crm/performance/win_loss.rst:517 msgid "To flesh out the table:" msgstr "Para completar la tabla:" #: ../../content/applications/sales/crm/performance/win_loss.rst:519 msgid "Click the :guilabel:`⬇️ (down arrow)` next to the search bar." msgstr "" "Haga clic en el icono :guilabel:`⬇️ (flecha hacia abajo)` ubicado junto a la" " barra de búsqueda." #: ../../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 "" "En el menú emergente, reemplace el grupo :guilabel:`Etapa` por otra opción " "como :guilabel:`Vendedor` o :guilabel:`Medio`." #: ../../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 "" "Haga clic en el botón :guilabel:`Medidas` y luego en :guilabel:`Número` para" " agregar la cantidad de leads al reporte." #: ../../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 "" ":guilabel:`Días para asignar` y :guilabel:`Días para cerrar` también son " "otras medidas que podrían resultar útiles para la vista de tabla dinámica." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "A win/loss report in Pivot View displays the data in table form." msgstr "" "Un reporte de ganados y perdidos en la vista de tabla dinámica muestra los " "datos en forma de tabla." #: ../../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 "" "En la vista de tabla dinámica, el botón :guilabel:`Insertar en hoja de " "cálculo` estará gris debido que el reporte contiene :guilabel:`opciones de " "agrupar por duplicadas`. Para arreglarlo, reemplace el agrupamiento " ":guilabel:`Etapa` en la barra de búsqueda con otra opción." #: ../../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 "" "En la vista de lista, hay un reporte de ganancias y pérdidas que muestra " "todos los leads en una sola página." #: ../../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 "" "Para organizar la lista, haga clic en el icono de :guilabel:`⬇️ (flecha " "hacia abajo)` a un lado de la barra de búsqueda y agregue más grupos " "relevantes u organice nuevos. Para volver a organizar los grupos, quite " "todas las opciones :guilabel:`Agrupar por` y vuélvalos a agregar en el orden" " deseado." #: ../../content/applications/sales/crm/performance/win_loss.rst:545 msgid "To add more columns to the list:" msgstr "Para agregar más columnas a la lista:" #: ../../content/applications/sales/crm/performance/win_loss.rst:547 msgid "Click the :guilabel:`Filters` icon in the top-right of the page." msgstr "" "Haga clic en el icono :guilabel:`Filtros` en la esquina superior derecha de " "la página." #: ../../content/applications/sales/crm/performance/win_loss.rst:548 msgid "" "Select options from the resulting drop-down menu. Some useful filters " "include:" msgstr "" "Seleccione las opciones que aparecen en el menú desplegable. Algunos filtros" " útiles incluyen:" #: ../../content/applications/sales/crm/performance/win_loss.rst:550 msgid "**Campaign**: Shows the marketing campaign that originated each lead." msgstr "**Campaña**: muestra la campaña de marketing que originó cada lead." #: ../../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 "" "**Medio**: muestra el medio de marketing (banner, directo, correo " "electrónico, Adworkds de Google, teléfono, sitio web, etc.) que originó cada" " lead." #: ../../content/applications/sales/crm/performance/win_loss.rst:553 msgid "" "**Source**: Shows the source of each lead (Newsletter, Lead Recall, Search " "Engine, etc.)." msgstr "" "**Fuente**: muestra de dónde viene cada lead (boletín, leads retiradas, " "motor de búsqueda, etc.)" #: ../../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 "" "Un reporte ganados y perdidos en la vista de lista que muestra todos los " "leads en una lista fácil de leer." #: ../../content/applications/sales/crm/performance/win_loss.rst:562 msgid "Save and share reports" msgstr "Guardar y compartir reportes" #: ../../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 "" "Después de :ref:`crear un reporte `, los criterios de " "búsqueda se pueden guardar, así el reporte no se necesita crear de nuevo en " "el futuro. Los resultados de las búsquedas guardadas se actualizan cada vez " "que se abre el reporte." #: ../../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 "" "Además, los reportes se pueden compartir con otros, o se pueden agregar a " "las hojas de cálculo o tableros para personalizarlos más y con mayor " "facilidad." #: ../../content/applications/sales/crm/performance/win_loss.rst:573 msgid "Save to Favorites" msgstr "Guardar en favoritos" #: ../../content/applications/sales/crm/performance/win_loss.rst:575 msgid "To save a report for later:" msgstr "Para guardar un reporte para más tarde:" #: ../../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 "" "En la página de :guilabel:`análisis de flujo`, haga clic en el icono " ":guilabel:`⬇️ (flecha hacia abajo)` que está ubicado junto a la barra de " "búsqueda." #: ../../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 "" "En el menú desplegable que aparece bajo el encabezado :guilabel:`Favoritos` " ", haga clic en :guilabel:`Guardar búsqueda actual`." #: ../../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 "" "En el siguiente menú desplegable que aparece ingrese el nombre del reporte." #: ../../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 "" "Si marca la caja :guilabel:`Filtro predeterminado` este reporte será el " "análisis predeterminado al acceder a la página :guilabel:`Análisis del " "flujo`." #: ../../content/applications/sales/crm/performance/win_loss.rst:585 msgid "" "Checking the :guilabel:`Shared` box makes this report available to other " "users." msgstr "" "Si marca la caja :guilabel:`Compartido` otros usuarios podrán acceder a este" " reporte." #: ../../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 "" "Finalmente, haga clic en :guilabel:`Guardar` para que el reporte se guarde " "en el encabezado :guilabel:`Favoritos`" #: ../../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 "" "En el encabezado Favoritos, haga clic en Guardar la búsqueda actual y guarde" " el reporte para más tarde." #: ../../content/applications/sales/crm/performance/win_loss.rst:594 msgid "Add to a Spreadsheet" msgstr "Agregar a la hoja de cálculo" #: ../../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 "" "Insertar un reporte a una hoja de cálculo guardará la copia del reporte y " "permitirá que los usuarios agreguen tablas y fórmulas como si fuera un " "archivo Excel." #: ../../content/applications/sales/crm/performance/win_loss.rst:599 msgid "To save a report as a spreadsheet:" msgstr "Para guardar un reporte como hoja de cálculo:" #: ../../content/applications/sales/crm/performance/win_loss.rst:601 msgid "**In Graph or Pivot View**:" msgstr "**En vista de gráfica o tabla dinámica**:" #: ../../content/applications/sales/crm/performance/win_loss.rst:603 msgid "Click the :guilabel:`Insert in spreadsheet` button." msgstr "Haga clic en el botón :guilabel:`Insertar en la hoja de cálculo`." #: ../../content/applications/sales/crm/performance/win_loss.rst:604 msgid "In the pop-up menu that appears, click :guilabel:`Confirm`." msgstr "" "En el menú emergente que aparecerá haga clic en :guilabel:`Confirmar`." #: ../../content/applications/sales/crm/performance/win_loss.rst:606 msgid "**In Cohort or List View**:" msgstr "**En vista de cohorte o lista**:" #: ../../content/applications/sales/crm/performance/win_loss.rst:608 msgid "Click the :guilabel:`⚙️ (gear)` icon." msgstr "Haga clic en el icono :guilabel:`⚙️ (engranaje)`." #: ../../content/applications/sales/crm/performance/win_loss.rst:609 msgid "" "In the drop-down menu that appears, hover over :guilabel:`Spreadsheet`." msgstr "" "En el menú desplegable que aparee, pase el cursor por encima de " ":guilabel:`Hoja de cálculo`." #: ../../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 "" "En el siguiente menú desplegable, haga clic ya sea en :guilabel:`Insertar en" " hoja de cálculo` o :guilabel:`Vincular en hoja de cálculo`." #: ../../content/applications/sales/crm/performance/win_loss.rst:613 msgid "Saved reports are viewable in the *Documents* app." msgstr "Puede ver los reportes guardados en la aplicación *Documentos*." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "Pivot View reports especially benefit from being inserted in spreadsheets." msgstr "" "Tiene el beneficio de poder insertar los reportes en vista de tabla dinámica" " en las hojas de cálculo." #: ../../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 "" "Después de modificar la hoja de cálculo y agregar fórmulas, considere " "agregar la hoja de cálculo entera al tablero. De esta forma, la hoja de " "cálculo estará disponible en el tablero público en lugar de estar solo en " ":guilabel:`mi tablero`." #: ../../content/applications/sales/crm/performance/win_loss.rst:624 msgid "Click :menuselection:`File --> Add to dashboard`." msgstr "Haga clic en :menuselection:`Archivo --> Agregar al tablero`." #: ../../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 "" "En el menú emergente, póngale nombre a la hoja de cálculo y seleccione una " ":guilabel:`sección del tablero` donde se alojará el reporte." #: ../../content/applications/sales/crm/performance/win_loss.rst:627 msgid "Click :guilabel:`Create`." msgstr "Haga clic en :guilabel:`Crear`." #: ../../content/applications/sales/crm/performance/win_loss.rst:629 msgid "Add to a Dashboard" msgstr "Agregar al tablero" #: ../../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 "" "Si agrega el reporte al tablero se guardará para más tarde y hace que sea " "más fácil verlo junto con el resto del :guilabel:`tablero`." #: ../../content/applications/sales/crm/performance/win_loss.rst:634 msgid "To add a report to :guilabel:`My dashboard`:" msgstr "Para agregar un reporte a :guilabel:`mi tablero`:" #: ../../content/applications/sales/crm/performance/win_loss.rst:636 msgid "" "On the :guilabel:`Pipeline Analysis` page, click the :guilabel:`⚙️ (gear)` " "icon." msgstr "" "En la página de :guilabel:`análisis de flujo`, haga clic en el icono " ":guilabel:`⚙️ (engranaje)`." #: ../../content/applications/sales/crm/performance/win_loss.rst:637 msgid "In the drop-down menu that appears, hover over :guilabel:`Dashboard`." msgstr "" "En el menú desplegable que aparee, pase el cursor por encima de " ":guilabel:`Tablero`." #: ../../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 "" "En el menú desplegable :guilabel:`Agregar a mi tablero` ingrese un nombre " "para el reporte (por defecto, se llamará :guilabel:`flujo`)." #: ../../content/applications/sales/crm/performance/win_loss.rst:642 msgid "To view a saved report:" msgstr "Para ver el reporte guardado:" #: ../../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 "" "Regrese a la página de aplicaciones principales y luego vaya a " ":menuselection:`la aplicación Tablero --> Mi tablero`." #: ../../content/applications/sales/crm/performance/win_loss.rst:0 msgid "" "To access the saved report, open the Dashboard app and click My Dashboard." msgstr "" "Para acceder al reporte guardado, abra la aplicación Tablero y haga clic en " "Mi Tablero." #: ../../content/applications/sales/crm/performance/win_loss.rst:652 msgid ":doc:`../acquire_leads/convert`" msgstr ":doc:`../acquire_leads/convert`" #: ../../content/applications/sales/crm/performance/win_loss.rst:653 msgid ":doc:`../acquire_leads/send_quotes`" msgstr ":doc:`../acquire_leads/send_quotes`" #: ../../content/applications/sales/crm/performance/win_loss.rst:654 msgid ":doc:`../pipeline/lost_opportunities`" msgstr ":doc:`../pipeline/lost_opportunities`" #: ../../content/applications/sales/crm/pipeline.rst:5 msgid "Organize the pipeline" msgstr "Organice la fuente de información" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:3 msgid "Manage lost opportunities" msgstr "Administre oportunidades perdidas" #: ../../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 "" "No todas las oportunidades resultan en una venta. Para mantener el flujo " "actualizado debe identificar las oportunidades perdidas. Saber por qué se " "perdió una oportunidad puede ser muy util para futuras oportunidades." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" msgstr "Marque un lead como perdido" #: ../../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 "" "Para marcar un lead como perdido, abra la aplicación :menuselection:`CRM` y " "seleccione un lead del flujo. De esta manera podrá ver el formulario de " "detalles del lead." #: ../../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 "" "Después, haga clic en el botón :guilabel:`Perdido` que podrá encontrar en la" " parte superior del formulario del lead." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" "Buttons from the top of an opportunity record with the lost button " "emphasized." msgstr "" "Imagen de lo botones en la parte superior del registro de una oportunidad " "con énfasis en el botón perdido." #: ../../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 "" "Esto abrirá la ventana emergente donde encontrará un campo de " ":guilabel:`Motivo de pérdida`. En el menú desplegable, seleccione un motivo " "de pérdida existente. Si ninguno de los motivos que se muestran aplican para" " este caso puede crear uno, solo lo tiene que ingresar en el campo " ":guilabel:`Motivo de pérdida` y haga clic en :guilabel:`Crear`." #: ../../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 "" "Puede agregar notas o comentarios en donde dice nota de cierre, abajo del " "campo :guilabel:`Motivo de pérdida`." #: ../../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 "" "Una vez que haya ingresado la información deseada en la ventana emergente de" " :guilabel:`Motivo de pérdida`, haga clic en :guilabel:`Marcar como " "perdido`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost reasons popup with sample reasons." msgstr "" "Ventana emergente donde poner el motivo de pérdida con motivos de ejemplo." #: ../../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 "" "Al hacer clic en :guilabel:`Marcar como perdido` la ventana emergente " "desaparecerá y Odoo lo llevará de vuelta al formulario de detalles del lead," " donde aparecerá un nuevo listón de :guilabel:`Perdido` en la esquina " "superior derecha del lead." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 msgid "Create/edit lost reasons" msgstr "Creación y edición de motivos de pérdida" #: ../../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 "" "Para crear un nuevo motivo de pérdida, o editar uno existente, vaya a la " "aplicación :menuselection:`CRM --> Configuración --> Motivos de pérdida`." #: ../../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 "" "Para editar un motivo existente, haga clic en el motivo que se debería " "modificar. Una vez que lo seleccione, cambie la descripción del motivo en el" " campo :guilabel:`Descripción`. Una vez que termine, haga clic en el botón " ":guilabel:`Guardar` ubicado en la esquina superior derecha." #: ../../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 "" "Para crear un nuevo motivo de pérdida, haga clic en el botón " ":guilabel:`Nuevo` en la esquina superior izquierda de la página " ":guilabel:`Motivos de pérdida`. Así se mostrará una nueva línea en blanco en" " el campo :guilabel:`Descripción` donde podrá escribir un nuevo motivo de " "pérdida en esa línea nueva. Una vez que haya terminado, haga clic en " ":guilabel:`Guardar`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 msgid "Retrieve lost opportunities" msgstr "Recuperar las oportunidades perdidas" #: ../../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 "" "Para recuperar oportunidades perdidas en la aplicación *CRM* de Odoo, abra " "la :guilabel:`aplicación CRM` y quédese en el tablero principal llamado " ":guilabel:`Flujo`. Una vez aquí, haga clic en el menú desplegable " ":guilabel:`Filtos` que se encuentra en la barra de búsqueda." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with lost filter emphasized." msgstr "Barra de búsqueda con el filtro de oportunidades perdidas resaltado." #: ../../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 "" "En el menú desplegable :guilabel:`Filtros` seleccione la opción " ":guilabel:`Perdido`. Al hacerlo, en la página :guilabel:`Flujo` solo podrá " "ver los leads que se hayan marcado como :guilabel:`perdidas`." #: ../../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 "" "Para filtrar leads por un motivo específico de pérdida, seleccione " ":menuselection:`Filtros --> Agregar filtro personalizado`. Al hacerlo " "aparecerá una ventana emergente con tres nuevos filtros." #: ../../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 "" "En el menú desplegable del primer campo, seleccione :guilabel:`Motivo de " "pérdida`. En el menú desplegable del segundo campo, seleccione " ":guilabel:`Contiene`. Después, en el tercer campo de la ventana emergente " ":guilabel:`Agregar campo personalizado` escriba las palabras clave " "específicas. Para finalizar, haga clic en :guilabel:`Agregar`, al hacer " "esto, Odoo mostrará todos los leads perdidos que contengan las palabras " "clave que especificó." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Search bar with custom filter added for lost reason." msgstr "" "Barra de búsqueda con un filtro personalizado agregado para motivo de " "pérdida" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 msgid "Restore lost opportunities" msgstr "Restablecer las oportunidades perdidas" #: ../../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 "" "Para restaurar una oportunidad perdida, vaya al tablero principal de " ":guilabel:`Flujo` en la aplicación *CRM*, abra el menú desplegable de " ":guilabel:`Filtros` y seleccione la opción :guilabel:`Perdido`. De esta " "manera se mostrarán las oportunidades :guilabel:`Perdidas` en la página." #: ../../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 "" "En el kanban haga clic en el panel de la oportunidad perdida para " "restaurarla; se abrirá el formulario de detalles del lead." #: ../../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 "" "Una vez en el formulario de detalles del lead, haga clic en el botón " ":guilabel:`Restaurar` que se enuentra en la esquina superior izquierda. Así " "se quitará el listón rojo de :guilabel:`Perdido` del formulario del lead y " "habrá restaurado la oportunidad." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Lost opportunity with emphasis on the Restore button." msgstr "Una oportunidad perdida con el botón Restaurar señalado." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 msgid "Restore multiple opportunities at once" msgstr "Restaurar varias oportunidades al mismo tiempo" #: ../../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 "" "Para restaurar varias oportunidades al mismo tiempo, vaya al tablero " "principal de :guilabel:`Flujo` en la aplicación *CRM*, abra el menú " "desplegable de :guilabel:`Filtros` y seleccione la opción " ":guilabel:`Perdido`." #: ../../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 "" "Después, seleccione el icono de tres líneas :guilabel:`☰ (lista)` en la " "esquina superior derecha para activar la vista de lista. Al hacer esto, " "todos los leads del :guilabel:`Flujo` se mostrarán en forma de lista. " "Seleccione la casilla de verificación a la izquierda de cada lead u " "oportunidad que quiere restaurar." #: ../../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 "" "Ya que haya seleccionado los leads u oportunidades deseadas, haga clic en el" " menú desplegable de :guilabel:`⚙️ Acción (engranaje)` en la parte superior " "de la página del :guilabel:`Flujo`. Desde el menú desplegable de " ":guilabel:`⚙️ Acción (engranaje)` seleccione :guilabel:`Desarchivar`." #: ../../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 "" "Al hacer esto, las oportunidades seleccionadas desaparecerán de la página " "del :guilabel:`Flujo` puesto que ya no entran en el filtro `Perdido`. Para " "volver a ver los leads que acaba de restaurar, quite el filtro de la barra " "de búsqueda." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "Action button from list view with the Unarchive option emphasized." msgstr "" "Botón de acción de la vista de lista donde se enfatiza la opción " "Desarchivar." #: ../../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 "Varios equipos de venta" #: ../../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 "" "Use la función de *Equipos de venta* para gestionar varios equipos de venta," " departamentos, o canales con su proceso de ventas único." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:10 msgid "Create a new sales team" msgstr "Cree un nuevo equipo de ventas" #: ../../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 "" "Para crear un nuevo equipo de ventas, vaya a :menuselection:`CRM --> " "Configuración --> Equipos de venta` y haga clic en :guilabel:`Crear`." #: ../../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 "" "En la página de creación configure un :guilabel:`Seudónimo de correo " "electrónico`. De esta manera, si se envía un correo a esta dirección de " "correo, se creará un lead o una oportunidad de manera automática para este " "equipo en específico. Usted puede elegir si acepta correos de " ":guilabel:`Todos`, :guilabel:`Contactos autenticados`, o :guilabel:`Solo " "seguidores`." #: ../../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 "" "Si el equipo tiene una meta de ingresos, puede configurar un " ":guilabel:`Objetivo de facturación`. Configure un :guilabel:`Dominio` para " "asignar leads u oportunidades a este equipo de ventas según filtros " "específicos, como el país, el idioma o la campaña." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Create a sales team in Odoo CRM." msgstr "Cree un equipo de ventas en la aplicación CRM de Odoo." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:29 msgid "Add members to a sales team" msgstr "Agregar miembros al equipo de ventas" #: ../../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 "" "Para agregar miembros al equipo, vaya a la pestaña de :guilabel:`Miembros` " "y, en modo edición, haga clic en :guilabel:`Agregar` en la página de " "configuración del equipo. Seleccione un vendedor del menú desplegable o cree" " un vendedor nuevo. Seleccione un número máximo de leads que se le puede " "asignar a este vendedor en un periodo de 30 días, así se asegurará de que " "sus vendedores no están trabajando de más." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Add a salesperson in Odoo CRM." msgstr "Agregar un vendedor en CRM de Odoo." #: ../../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 "" "Usted puede agregar personas como miembros del equipo o como " ":guilabel:`líder del equipo` en varios equipos de venta, de tal manera que " "estas personas tendrán acceso a todos los flujos que sean necesarios." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst:44 msgid "Sales team dashboard" msgstr "Tablero del equipo de ventas" #: ../../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 "" "Para ver el tablero del equipo de ventas, vaya a :menuselection:`CRM --> " "Ventas --> Equipos`. Los usuarios de Odoo verán el equipo del que sean " "parte." #: ../../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 "" "Cada cuadro que vea en este tablero le dará un resumen de las oportunidades," " cotizaciones, órdenes de venta e ingresos esperados de cada equipo de " "venta. Además, podrá ver una gráfica con las oportunidades nuevas por " "semanas y una barra de progreso de la facturación." #: ../../content/applications/sales/crm/pipeline/multi_sales_team.rst-1 msgid "Sales team overview dashboard in Odoo CRM." msgstr "Resumen del equipo de ventas en el tablero de la aplicación 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 "" "Haga clic en los tres puntos que se encuentran en la esquina de la tabla " "para abrir un menú de navegación que los usuarios pueden usar para ver " "documentos o reportes, crear nuevas cotizaciones y oportunidades, elegir un " "color para esta equipo, o acceder a la página de configuración del equipo." #: ../../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 "" "Haga clic en los tres puntos para abrir el menú en el tablero de la " "aplicación CRM de Odoo para ver documentos y crear oportunidades." #: ../../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 "" "Haga clic en el botón que dice :guilabel:`Flujo` para ir directamente al " "flujo de CRM del equipo." #: ../../content/applications/sales/crm/track_leads.rst:5 msgid "Assign and track leads" msgstr "Asignar y rastrear leads" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:3 msgid "Assign leads with predictive lead scoring" msgstr "Asignación de leads con la puntuación predictiva de leads" #: ../../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 "" "La aplicación *CRM* de Odoo asignará de manera automática los leads u " "oportunidades a los equipos de venta o a los vendedores. Lo común dentro de " "la industria es que se asignen leads según qué tan probable es ganarlas. Las" " empresas le darán prioridad a los leads que sea más posible ganar y son las" " primeras que se asignan a los vendedores apropiados." #: ../../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 calcula de manera automática la probabilidad de ganar cada lead, para " "esto usamos un método llamado *puntuación predictiva de leads*." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:14 msgid "Predictive lead scoring" msgstr "Puntuación predictiva de leads" #: ../../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 "" "La puntuación predictiva de leads es un modelo de aprendizaje automático que" " usa datos históricos de la aplicación *CRM* de Odoo para puntuar leads u " "oportunidades." #: ../../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 "" "Conforme una empresa procesa oportunidades en el flujo CRM, Odoo recolecta " "información sobre las oportunidades que se ganan y se pierden. La puntuación" " predictiva de leads usa esta información para predecir qué tan probable es " "ganar cada lead u oportunidad nuevas." #: ../../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 "" "Mientras más oportunidades se envíen al flujo de CRM, más información " "recolectará Odoo, lo que resulta en probabilidades más exactas." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:26 msgid "" "Specifically, Odoo's predictive lead scoring uses the *naive Bayes* " "probability model:" msgstr "" "La puntuación predictiva de leads de Odoo usa el *clasificador Naive Bayes*:" #: ../../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 "" "La probabilidad de éxito de cada oportunidad se muestra en el formulario de " "la oportunidad y se actualiza de manera automática confirme la oportunidad " "avanza en el flujo de CRM." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The probability of success displayed on the opportunity form." msgstr "" "La probabilidad de éxito se muestra en el formulario de la oportunidad." #: ../../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 "" "Cuando una oportunidad pasa a la siguiente etapa, la probabilidad de éxito " "mejora de inmediato de acuerdo al algoritmo del puntaje predictivo de leads." #: ../../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 "" "El puntaje predictivo de leads siempre está activo en el *CRM* de Odoo. Sin " "embargo, las variantes que se usan para calcular la probabilidad de éxito se" " pueden personalizar en ajustes." #: ../../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 "" "Para personalizar las variantes que se usan en la puntuación predictiva de " "leads, vaya a :menuselection:`CRM --> Configuración --> Ajustes`. En " ":guilabel:`Puntuación predictiva de leads` haga clic en el botón " ":guilabel:`Actualizar probabilidades`." #: ../../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 "" "Después, haga clic en el menú desplegable para elegir qué variantes se " "tomarán en cuenta para la puntuación de leads." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The Update Probabilities window in the Predictive Lead Scoring settings." msgstr "" "La pestaña para Actualizar probabilidades en los ajustes de Puntuación " "predictiva de leads." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:60 msgid "Any number of the following variables can be activated:" msgstr "Puede activar cualquiera de las siguientes variantes:" #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:62 msgid "" ":guilabel:`State`: the geographical state from which the opportunity " "originates" msgstr "" ":guilabel:`Estado`: el estado geográfico del que proviene la oportunidad." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:63 msgid "" ":guilabel:`Country`: the geographical country from which the opportunity " "originates" msgstr ":guilabel:`País`: el país del que proviene la oportunidad." #: ../../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:`Calidad del número telefónico`: si hay un teléfono en la " "oportunidad o no." #: ../../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:`Calidad del correo electrónico`: si hay una dirección de correo " "electrónico en la oportunidad o no." #: ../../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:`Origen`: de dónde proviene una oportunidad (por ejemplo, motor de" " búsqueda o red social)." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:67 msgid ":guilabel:`Language`: the spoken language specified on the opportunity" msgstr ":guilabel:`Idioma`: el idioma que se especifica que una oportunidad." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:68 msgid ":guilabel:`Tags`: the tags placed on the opportunity" msgstr ":guilabel:`Etiquetas`: las etiquetas de la oportunidad." #: ../../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 "" "Las variantes `Etapa` y `Equipo` siempre están activas. `Etapa` se refiere a" " la etapa del flujo de CRM en la que se encuentra una oportunidad. `Equipo` " "se refiere al equipo de ventas al que se le asignó esta oportunidad. La " "puntuación predictiva de leads *siempre* toma en cuenta estas dos variantes " "sin importar cuáles de las variantes opcionales se seleccionaron." #: ../../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 "" "Ahora, haga clic en el campo de fecha que se encuentra a un lado de la " "opción :guilabel:`Considerar los leads creados a partir del:` para " "seleccionar la fecha desde la que la puntuación predictiva de leads empezará" " a hacer los cálculos." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:79 msgid "Lastly, click :guilabel:`Confirm` to save changes." msgstr "" "Finalmente, haga clic en :guilabel:`Confirmar` para guardar los cambios." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:82 msgid "Change the probability manually" msgstr "Cambiar la probabilidad de manera manual" #: ../../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 "" "Desde el formulario de la oportunidad usted puede cambiar la probabilidad de" " éxito de la misma. Solo haga clic en el número de probabilidad para " "editarlo." #: ../../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 "" "Si usted cambia la probabilidad, se dejarán de hacer actualizaciones " "automáticas de probabilidad para la misma. La probabilidad ya no se " "actualizará de forma automática conforme la oportunidad avance en el flujo." #: ../../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 "" "Para volver a activar la probabilidad automática, haga clic en el icono de " "engranaje a un lado del porcentaje de la oportunidad." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "" "The gear icon used to reactivate automatic probability on an opportunity " "form." msgstr "" "El icono de engranaje que se usa para volver a activar la actualización " "automática en el formulario de una oportunidad." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:99 msgid "Assign leads based on probability" msgstr "Asignar leads según la probabilidad" #: ../../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 "" "En el *CRM* de Odoo es posible asignar leads y oportunidades según reglas " "específicas. Se deben crear reglas de asignación que tomen en cuenta la " "probabilidad de éxito del lead para darle prioridad a aquellos que tienen " "más probabilidad de ser exitosos." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:106 msgid "Configure rule-based assignment" msgstr "Configurar la asignación según reglas" #: ../../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 "" "Para activar *la asignación según reglas* vaya a menuselection:`CRM --> " "Configuratción --> Ajustes`, y active :guilabel:`Asignación según las " "reglas`." #: ../../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 "" "Puede configurar la función de asignación según las reglas para que funcione" " de manera :guilabel:`manual`, esto significa que el usuario tendrá que " "activar la asignación de forma manual. También puede elegir la configuración" " :guilabel:`repetidamente`, así Odoo activará la asignación por sí mismo " "según el tiempo que usted le ponga." #: ../../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 "" "Para configurar la asignación automática de leads, seleccione " "guilabel:`Repetidadmente` para la sección :guilabel:`En proceso`. Después, " "podrá personalizar qué tan seguido se activará la asignación automática de " "leads en la sección :guilabel:`Repetir cada`." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst-1 msgid "The Rule-Based Assignment setting in CRM settings." msgstr "La configuración de la función asignación según las reglas en CRM." #: ../../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 "" "Si configuró la asignación según las reglas para que se ejecute " ":guilabel:`Repetidamente`, todavía puede activar la asignación manualmente. " "Para hacerlo, haga clic en el icono de flechas circulares en los ajustes de " ":guilabel:`Asignación según las reglas`, o con el botón :guilabel:`Asignar " "leads` que se encuentra en la página de configuración del equipo de ventas." #: ../../content/applications/sales/crm/track_leads/lead_scoring.rst:128 msgid "Configure assignment rules" msgstr "Configuración de las reglas de asignación" #: ../../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 "" "Después, configure las *reglas de asignación* para cada equipo de ventas o " "vendedor. Estas reglas determinan qué leads se asignan a qué persona. Para " "empezar, vaya a :menuselection:`CRM --> Configuración --> Equiposde ventas` " "y seleccione un equipo de ventas." #: ../../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 "" "Vaya a la sección :guilabel:`Reglas de asignación` que se encuentra en el " "formulario de configuración del equipo de ventas y haga clic en " ":guilabel:`Editar dominio` para configurar las reglas que Odoo usa para " "determinar la asignación de leads para este equipo de ventas. Las reglas " "pueden incluir todo lo que sea relevante para la empresa o el equipo y puede" " agregar el número de reglas que sea necesario." #: ../../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 "" "Haga clic en :guilabel:`Agregar filtro` para empezar a crear reglas de " "asignación. Haga clic en el botón :guilabel:`+` que aparece a la derecha de " "la regla de asignación para agregar otra línea. Si quiere borrar la línea " "haga clic en el símbolo :guilabel:`de bote de basura`." #: ../../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 "" "Para crear una regla de asignación que dependa de la probabilidad de éxito " "de la oportunidad, haga clic en el menú desplegable que se encuentra en la " "izquierda de cada línea de regla de asignación y escoja " ":guilabel:`Probabilidad`." #: ../../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 "" "En el menú desplegable que está a la mitad, seleccione el símbolo de " "ecuación deseado. Puede ser *mayor que*, *menor que*, *mayor que o igual a*," " o *menor que o igual a*." #: ../../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 "" "En el espacio de la dereche, ingrese el valor numérico deseado para la " "probabilidad. Finalmente, haga clic en :guilabel:`Guardar` para guardar los " "cambios." #: ../../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 "" "Para crear una regla de asignación en la que un equipo de ventas solo reciba" " leads que tengan una probabilidad de éxito del 20% o mayor, cree una línea " "de :guilabel:`Dominio` en el que ponga `Probabilidad >= 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 "" "Dominio del equipo de ventas configurado a mayor o igual al veinte por " "ciento." #: ../../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 "" "También puede configurar reglas de asignación separadas para diferentes " "equipos de venta. Desde la página de configuración de los equipos de venta, " "haga clic en la pestaña :guilabel:`Miembros`, después edite la sección " ":guilabel:`Dominio` y haga clic en :guilabel:`Guardar` para guardar los " "cambios." #: ../../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 "" "Si configura la asignación automática de leads desde los ajustes, tanto los " "equipos de venta como los miembros de los equipos tendrán la opción de " ":guilabel:`Saltar la autoasignación`. Marque esta casilla para que una " "persona o equipo de ventas en particular no entre en la asignación " "automática de leads. Al hacer esto, podrá asignar leads a este vendedor o " "equipo de ventas de manera manual." #: ../../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 "" "Para asignar leads de manera manual haga clic en el botón :guilabel:`Asignar" " leads` que se encuentra en la parte superior de la página de configuración " "del equipo de ventas. Al hacer esto, todos los leads que no se han asignado " "y van con el sector en el que se especializa este equipo se les asignarán." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:3 msgid "Track your prospects visits" msgstr "Rastree las visitas de sus prospectos" #: ../../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 "" "Rastrear las páginas de su sitio web le dará mucha más información sobre los" " intereses de los visitantes de su sitio web." #: ../../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 "" "Cada página que visiten y que usted rastree se registrará en su " "lead/oportunidad si usan el formulario de contacto de su sitio web." #: ../../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 "" "Para usar esta función, instale el módulo gratis de *Puntaje de leads* que " "se encuentra en la página de *Aplicaciones* (solo disponible en Odoo " "Enterprise)." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:21 msgid "Track a webpage" msgstr "Rastree una página web" #: ../../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 "" "Vaya a cualquier página estática que desee rastrear en su sitio web y en la " "pestaña *Promocionar* encontrará *Optimizar SEO*" #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:29 msgid "There you will see a *Track Page* checkbox to track this page." msgstr "" "Allí verá una casilla de verificación *Rastrear página* para seguir esta " "página." #: ../../content/applications/sales/crm/track_leads/prospect_visits.rst:35 msgid "See visited pages in your leads/opportunities" msgstr "Ver las páginas que sus leads/oportunidades visitaron" #: ../../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 "" "Ahora, cada vez que se cree un cliente potencial desde el formulario de " "contacto, realizará un seguimiento de a qué páginas fue ese visitante. Tiene" " dos formas de ver esas páginas, en la esquina superior derecha de su " "cliente potencial / oportunidad puede ver un botón *Vistas de página*, pero " "también más abajo las verá en la conversación." #: ../../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 "" "Ambos se actualizarán si los visitantes vuelven a su sitio web y visitan más" " páginas." #: ../../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 "" "La función no repetirá múltiples visualizaciones de las mismas páginas en la" " conversación." #: ../../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 "Sus clientes ya no podrán ocultarle ningún secreto." #: ../../content/applications/sales/point_of_sale.rst:6 msgid "Point of Sale" msgstr "Punto de venta" #: ../../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 "" "Con el **Punto de venta de Odoo** es fácil gestionar tus tiendas y " "restaurantes. La aplicación funciona en cualquier aplicación que tenga un " "navegador web, incluso si no está conectado a internet por un momento. Los " "movimientos de inventario se registran de manera automática en sus " "existencias, podrá ver estadísticas en tiempo real, y sus datos se " "consolidan en todas las tiendas." #: ../../content/applications/sales/point_of_sale.rst:13 msgid "" "`Odoo Tutorials: Point of Sale Tutorials `_" msgstr "" "`Tutoriales de Odoo: Tutoriales de punto de ventas " "`_" #: ../../content/applications/sales/point_of_sale.rst:14 msgid ":doc:`IoT Boxes Documentations `" msgstr "" ":doc:`Documentación de las cajas IoT `" #: ../../content/applications/sales/point_of_sale.rst:19 msgid "Start a session" msgstr "Iniciar una sesión" #: ../../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 "" "Desde el **tablero de punto de ventas** haga clic en :guilabel:`Nueva " "sesión` y en la pantalla :guilabel:`Control de efectivo de apertura` haga " "clic en :guilabel:`Abrir sesión` para iniciar una sesión en el PdV. También " "puede hacer clic en :guilabel:`Continuar venta` si la sesión ya está " "abierta." #: ../../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 "" ":doc:`Varios usuarios ` pueden trabajar en la " "misma sesión al mismo tiempo, pero solo puede abrir la sesión una vez en el " "mismo navegador." #: ../../content/applications/sales/point_of_sale.rst:32 msgid "Sell products" msgstr "Vender productos" #: ../../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 "" "Haga clic en los productos para agregarlos al carrito. Para cambiar la " "**cantidad**, haga clic en :guilabel:`Cant.` e ingrese el número de " "productos con el teclado. Para agregar un **descuento** o modificar el " "**precio** del producto, haga clic en :guilabel:`% de desc.` o en " ":guilabel:`precio` para ingresar la cantidad." #: ../../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 "" "Una vez que se complete una orden haga clic en :guilabel:`pago` para " "proceder a la página de pago. Seleccione el **método de pago**, ingrese la " "cantidad recibida y haga clic en :guilabel:`Validar`. Haga clic en " ":guilabel:`Nueva orden` para ir con el siguiente cliente." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "POS session interface." msgstr "Interfaz de una sesión del punto de venta" #: ../../content/applications/sales/point_of_sale.rst:46 msgid "You can use both `,` and `.` on your keyboard as decimal separators." msgstr "Como separador decimal, puede usar tanto `,` como `.`." #: ../../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 "" "La opción **efectivo** se selecciona de manera automática si ingresa una " "cantidad sin seleccionar un método de pago." #: ../../content/applications/sales/point_of_sale.rst:52 msgid "Set customers" msgstr "Configurar clientes" #: ../../content/applications/sales/point_of_sale.rst:54 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 "" "Es necesario registrar a su clienta para :doc:`poder juntar sus puntos de " "lealtad y otorgarle recompensas `, aplicar la" " :doc:`lista de precios correcta ` de " "manera apropiada, o :ref:`generar e imprimir una factura `." #: ../../content/applications/sales/point_of_sale.rst:59 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 "" "Para crear clientes desde una :ref:`sesión del PdV abierta ` haga clic en :menuselection:`Cliente --> Crear`, e ingrese la " "información de contacto. También puede crear clientes desde el backend, solo" " debe ir a :menuselection:`Punto de venta --> Órdenes --> Clientes` y haga " "clic en :guilabel:`Nuevo`. Llena la información de contacto y guarde los " "cambios." #: ../../content/applications/sales/point_of_sale.rst:64 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 "" "Para elegir al cliente durante una orden, en la interfaz del Punto de venta " "haga clic en :guilabel:`Cliente`. También puede seleccionar al cliente en la" " pantalla del pago, solo haga clic en :guilabel:`Cliente`." #: ../../content/applications/sales/point_of_sale.rst:71 msgid "Customer notes" msgstr "Notas del cliente" #: ../../content/applications/sales/point_of_sale.rst:73 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 "" "Puede agregar **notas del cliente** sobre productos específicos desde una " ":ref:`sesión de punto de venta ` abierta. Por ejemplo, " "para dar consejos sobre limpieza y mantenimiento. También se puede usar para" " rastrear solicitudes específicas de los clientes, por ejemplo, es posible " "que no quieran que ensamblemos un producto por ellos." #: ../../content/applications/sales/point_of_sale.rst:77 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 "" "Para hacerlo, seleccione un producto y haga clic en :guilabel:`Nota de " "cliente`. Se abrirá una ventana emergente en la que podrá agregar una nota o" " modificarla." #: ../../content/applications/sales/point_of_sale.rst:81 msgid "" "Product notes from an :doc:`imported SO ` " "are displayed identically in the cart." msgstr "" "Las notas de un producto de una :doc:`orden de venta importada " "` se muestran tal cual en el carrito." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer note button and notes (SO and POS session) on products in the cart" msgstr "" "Botón de notas del cliente y notas de los productos en los carritos del " "cliente (orden de venta y sesión de punto de venta)" #: ../../content/applications/sales/point_of_sale.rst:87 msgid "" "Customer notes appear on customers' receipts and invoices similarly to how " "they appear in the cart, under the related product." msgstr "" "Las notas de los clientes también aparecen en los recibos y en las facturas," " como aparecen en el carrito abajo de producto relacionado." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "" "Customer receipt with notes from an SO and from the customer note feature" msgstr "" "Recibo para el cliente con notas de la orden de venta y de la función de " "nota del cliente" #: ../../content/applications/sales/point_of_sale.rst:96 msgid "Return and refund products" msgstr "Regresar y reembolsar productos" #: ../../content/applications/sales/point_of_sale.rst:98 msgid "To return and refund a product," msgstr "Para regresar o reembolsar un producto," #: ../../content/applications/sales/point_of_sale.rst:100 msgid ":ref:`start a session ` from the **POS dashboard**;" msgstr "" ":ref:`inicie una sesión ` desde el **tablero del PdV**;" #: ../../content/applications/sales/point_of_sale.rst:101 msgid "click :guilabel:`Refund` and select the corresponding order;" msgstr "" "haga clic en :guilabel:`Reembolsar` y seleccione una orden correspondiente;" #: ../../content/applications/sales/point_of_sale.rst:102 msgid "select the product and the quantity to refund using the keypad;" msgstr "seleccione el producto y la cantidad a reembolsar con el teclado;" #: ../../content/applications/sales/point_of_sale.rst:103 msgid "click :guilabel:`Refund` to go back to the previous screen;" msgstr "" "haga clic en :guilabel:`Reembolso` para regresar a la ventana anterior;" #: ../../content/applications/sales/point_of_sale.rst:104 msgid "" "once the order is completed, click :guilabel:`Payment` to proceed to the " "refund;" msgstr "" "una vez que complete la orden, haga clic en :guilabel:`Pago` para avanzar al" " reembolso;" #: ../../content/applications/sales/point_of_sale.rst:105 msgid "" "click :guilabel:`Validate` and :guilabel:`New Order` to move on to the next " "customer." msgstr "" "haga clic en :guilabel:`Validar` y en :guilabel:`Nueva orden` para seguir " "con el siguiente cliente." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "refund view from a POS" msgstr "vista de reembolso desde el PdV." #: ../../content/applications/sales/point_of_sale.rst:111 msgid "" "You can filter the **orders list** by :guilabel:`Receipt Number`, " ":guilabel:`Date` or :guilabel:`Customer` using the search bar." msgstr "" "Con la barra de búsqueda puede filtrar la **lista de órdenes** por " ":guilabel:`Número de recibo`, :guilabel:`Fecha` o :guilabel:`Cliente`." #: ../../content/applications/sales/point_of_sale.rst:113 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 "" "Otra forma de reembolsar un producto es seleccionar el producto que se " "regresó desde una sesión abierta y ponga una cantidad negativa que sea igual" " al número de productos regresados. Para hacerlo, haga clic en " ":guilabel:`Cant.` y agregue :guilabel:`+/-` seguido por la cantidad de " "productos que se regresaron." #: ../../content/applications/sales/point_of_sale.rst:120 msgid "Manage the cash register" msgstr "Gestión de la caja registradora" #: ../../content/applications/sales/point_of_sale.rst:122 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 "" "Para ingresar o retirar efectivo de la caja registradora, haga clic en el " "**icono de menú** en la esquina superior derecha de su pantalla y haga clic " "en :guilabel:`Entrada/salida de efectivo`." #: ../../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 "" "Menú desplegable para cerrar la sesión del PdV, ir al backend, agregar o tomar efectivo o\n" "tomar órdenes." #: ../../content/applications/sales/point_of_sale.rst:129 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 "" "Al hacerlo se abrirá una ventana emergente en la cual puede seleccionar " ":guilabel:`Entrada de efectivo` o :guilabel:`Salida de efectivo`, ingrese la" " cantidad y la razón y haga clic en :guilabel:`Confirmar`." #: ../../content/applications/sales/point_of_sale.rst:135 msgid "Close the POS session" msgstr "Cierre de la sesión del PdV" #: ../../content/applications/sales/point_of_sale.rst:137 msgid "" "To close your session, click the **menu icon** in the upper right corner of " "your screen and :guilabel:`Close Session`." msgstr "" "Para cerrar su sesión, haga clic en el **icono de menú** que se ubica en la " "esquina superior derecha de su pantalla y haga clic en :guilabel:`Cerrar " "sesión`." #: ../../content/applications/sales/point_of_sale.rst:140 msgid "" "Doing so opens the :guilabel:`Closing Control` pop-up screen. From this " "screen, you can retrieve various information:" msgstr "" "Al hacer esto se abrirá una ventana emergente de :guilabel:`Control de " "cierre`. En esta pestaña puede obtener mucha información:" #: ../../content/applications/sales/point_of_sale.rst:143 msgid "" "the number of orders made and the total amount made during the session;" msgstr "" "el número de ordenes que se hicieron y la cantidad total que se ganó durante" " la sesión;" #: ../../content/applications/sales/point_of_sale.rst:144 msgid "the expected amounts grouped by payment method." msgstr "las cantidades esperadas agrupadas por método de pago." #: ../../content/applications/sales/point_of_sale.rst:146 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 "" "Antes de cerrar esta ventana, haga clic en el icono de calculadora para " "contar su efectivo. Se abrirá una ventana emergente en donde se calculará la" " cantidad total en la caja registradora dependiendo de las monedas y " "billetes que se contaron y se sumaron de manera manual. Después, haga clic " "en :guilabel:`Confirmar` o en :guilabel:`Descartar` para cerrar la venta. La" " cantidad calculada estará en la columna :guilabel:`Contado` y los " ":guilabel:`Detalles monetarios` se especifican en la sección de **Notas**." #: ../../content/applications/sales/point_of_sale.rst-1 msgid "How to close a POS session." msgstr "Cómo cerrar una sesión del PdV." #: ../../content/applications/sales/point_of_sale.rst:155 msgid "" "Once you are done controlling the amounts, click :guilabel:`Close Session` " "to close and go back to the **POS dashboard**." msgstr "" "Una vez que haya terminado de controlar las cantidades, haga clic en " ":guilabel:`Cerrar sesión` para cerrar y regresar al **tablero del PdV**." #: ../../content/applications/sales/point_of_sale.rst:159 msgid "" "To reach the backend without closing the session, click :guilabel:`Backend` " "on the dropdown menu." msgstr "" "Para ir al backend sin cerrar la sesión abra el menú desplegable y haga clic" " en :guilabel:`Backend`." #: ../../content/applications/sales/point_of_sale.rst:161 msgid "To abort, click :guilabel:`Discard` on the pop-up window." msgstr "Para cancelar, haga clic en :guilabel:`Descartar`. " #: ../../content/applications/sales/point_of_sale.rst:162 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 "" "Según su configuración, es posible que solo pueda cerrar sesión si el " "ingreso en efectivo esperado es igual al efectivo que contó. Para cerrar " "sesión aunque no coincida, haga clic en :guilabel:`De acuerdo` en la " "pantalla de :guilabel:`Diferencia de pagos`." #: ../../content/applications/sales/point_of_sale.rst:167 msgid "" "It is strongly advised to close your POS session at the end of each day." msgstr "" "Es extremadamente recomendable que cierre su sesión del punto de venta al " "final de cada día." #: ../../content/applications/sales/point_of_sale.rst:168 msgid "" "To look at all your previous sessions, go to :menuselection:`Point of Sale " "--> Orders --> Sessions`." msgstr "" "Para ver todas sus sesiones anteriores, vaya a :menuselection:`Punto de " "venta --> Órdenes --> Sesiones`." #: ../../content/applications/sales/point_of_sale/configuration.rst:11 msgid "Access POS settings" msgstr "Acceder a los ajustes del punto de venta" #: ../../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 "" "Para acceder a los ajustes generales del punto de venta, vaya a " ":menuselection:`Punto de venta --> Configuración --> Ajustes`. Después, abra" " el menú desplegable en el campo :guilabel:`Punto de venta` y seleccione el " "PdV que quiere configurar." #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Dropdown menu to select the POS in the app settings" msgstr "" "Menú desplegable en donde se elige el punto de ventas dentro de los ajustes " "de la aplicación" #: ../../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 "" "Estos ajustes están disponibles para usuarios cuyos :doc:`derechos de acceso" " ` de :guilabel:`Administración` " "sean :guilabel:`Ajustes`." #: ../../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 "" "También puede configurar algunos de los ajustes desde el tablero, solo tiene" " que dar en los tres puntos verticales (:guilabel:`⋮`) que se encuentran en " "la tarjeta del PdV. Al hacerlo se abrirá una ventana emergente desde la cual" " podrá:" #: ../../content/applications/sales/point_of_sale/configuration.rst:28 msgid ":doc:`Enable multiple employees to log in. `" msgstr ":doc:`Permitir que varios empleados inicien sesión. `" #: ../../content/applications/sales/point_of_sale/configuration.rst:29 msgid "" ":doc:`Connect and set up an IoT box. <../../productivity/iot/config/pos>`" msgstr "" ":doc:`Conectar y configurar una caja IoT. " "<../../productivity/iot/config/pos>`" #: ../../content/applications/sales/point_of_sale/configuration.rst:30 msgid ":doc:`Connect and set up an ePOS printer. `" msgstr "" ":doc:`Conectar y configurar una impresora ePOS. `" #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "popup window to access quick settings in POS" msgstr "ventana emergente para acceder a los ajustes del PdV rápido" #: ../../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 "" "Estos ajustes están disponibles a usuarios cuyos :doc:`derechos de acceso " "` del :guilabel:`punto de venta` " "sean :guilabel:`Administrador`." #: ../../content/applications/sales/point_of_sale/configuration.rst:41 msgid "Make products available" msgstr "¿Cómo hacer que los productos estén disponibles?" #: ../../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 "" "Para hacer que los productos estén disponibles para vender, vaya a " ":menuselection:`Punto de venta --> Productos --> Productos` y seleccione un " "producto para abrir el formulario del mismo. En la pestaña " ":guilabel:`Ventas` active :guilabel:`Disponible en PdV`." #: ../../content/applications/sales/point_of_sale/configuration.rst-1 msgid "Making a product available in your POS." msgstr "Hacer que un producto esté disponible en el PdV." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:5 msgid "Self-signed certificate for ePOS printers" msgstr "Certificado autofirmado para impresoras electrónicas del PdV" #: ../../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 "" "Las impresoras ePOS están diseñadas para trabajar de la mejor manera con los" " sistemas de Punto de ventas. Una vez que se conecta, ambos dispositivos " "intercambian información, de esta manera podrá imprimir recibos del sistema " "de PdV mediante la impresora ePOS." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:12 msgid "" "These `Epson ePOS printers `_ are compatible with " "Odoo:" msgstr "" "Estas son las `impresoras ePOS de Epson `_ que son compatibles con" " Odoo:" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:15 msgid "TM-H6000IV-DT (Receipt printer only)" msgstr "TM-H6000IV-DT (Solo impresora de recibos)" #: ../../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® model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:28 msgid "TM-P60II (Receipt: Wi-Fi® model)" msgstr "TM-P60II (Receipt: Wi-Fi® model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:29 msgid "TM-P60II (Peeler: Wi-Fi® model)" msgstr "TM-P60II (Peeler: Wi-Fi® model)" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:30 msgid "TM-P80 (Wi-Fi® model)" msgstr "TM-P80 (Wi-Fi® model)" #: ../../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 "" "Es probable que algunos modelos que se puedan usar con sin una :doc:`caja " "IoT <../../../productivity/iot/config/connect>` requieran de un " ":doc:`protocolo HTTPS ` para establecer una conexión segura entre el " "navegador y la impresora. Sin embargo, si intenta contactar a la dirección " "IP de la impresora con HTTPS recibirá una página de advertencia en la " "mayoría de los navegadores. En ese caso, puede :ref:`forzar la " "conexión`, lo que le permitirá llegar a la página " "HTTPS y usar una impresora ePOS con Odoo siempre y cuando no cierre la " "ventana del navegador." #: ../../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 "" "Si cierra la ventana del navegador se perderá la conexión. Por lo tanto, " "este método solo se debe usar como una **solución temporal** o como un " "requisito previo para las :ref:`siguientes instrucciones " "`." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:47 msgid "Generate, export, and import self-signed certificates" msgstr "Genere, exporte e importe certificados autofirmados. " #: ../../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 "" "Para obtener una solución a largo plazo debe generar un **certificado " "autofirmado**. Después, expórtelo e impórtelo a su navegador." #: ../../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 "" "Un certificado SSL solo se debería **generar una vez**. Si crea otro " "certificado, los dispositivos que usen el certificado previo perderán el " "acceso al HTTPS." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:58 msgid "Windows 10 & Linux OS" msgstr "Windows 10 y 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 "Generar un certificado autofirmado" #: ../../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 "" "Navegue a la dirección IP de la impresora ePOS (p. ej. " "`https://192.168.1.25`) y haga clic en :guilabel:`Avanzado` y después en " ":guilabel:`Proceeder a [dirección IP] (no es seguro)` para forzar la " "conexión." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "warning page about the connection privacy on Google Chrome" msgstr "" "página de advertencia sobre la privacidad de la conexión de 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 "Página de advertencia de Google Chrome en 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 "" "Después, use las credenciales de su impresora para ingresar a los ajustes de" " la impresora ePOS. Para iniciar sesión, ingrese `epson` en el campo " ":guilabel:`ID` y en el campo :guilabel:`Contraseña` ingrese el número de " "serie de la impresora." #: ../../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 "" "Para generar un **certificado autofirmado** haga clic en " ":guilabel:`Certificate list` (lista de certificados) que se encuentra en la " "sección de :guilabel:`Autenticación`. El :guilabel:`Common Name` (nombre " "común) se debería de llenar de manera automática, pero si no es así ahí " "puede poner la dirección IP de la impresora. En el campo :guilabel:`Validity" " Period` (periodo de validez) ponga los años por los que el certificado será" " válido, haga clic en :guilabel:`Create` (crear) y :guilabel:`restablezca` o" " reinicie la impresora manualmente." #: ../../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 "" "Ya se generó el el certificado autofirmado. Vuelva a cargar la página, vaya " "a la sección :guilabel:`Security` (seguridad) y haga clic en " ":guilabel:`SSL/TLS` para asegurarse de que el **certificado autofirmado** se" " seleccionó correctamente en la sección :guilabel:`Server certificate` " "(certificado del servidor)." #: ../../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 "Exportar un certificado autofirmado" #: ../../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 "" "El proceso de exportación depende mucho del :guilabel:`Sistema operativo` y " "del navegador. Primero vaya a la dirección IP (p. ej., " "`https://192.168.1.25`) e ingrese a los ajustes de su impresora ePOS en su " "navegador web Después, fuerce la conexión como se explica en **Generar un " "certificado autofirmado**." #: ../../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 "Si está usando **Google chrome**," #: ../../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 "" "haga clic en :guilabel:`No es seguro` a un lado de la barra de búsqueda, " ":guilabel:`Certificado inválido`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection to the printer not secure button in Google Chrome browser." msgstr "" "Botón del navegador de Chrome que indica que la conexión no es segura." #: ../../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 "" "vaya a la pestaña :guilabel:`Detalles` y haga clic en :guilabel:`Exportar`;" #: ../../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 "" "agregue `.crt` al final del nombre del archivo para asegurarse de que sea la" " extensión correcta;" #: ../../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 "" "seleccione :guilabel:`Base64-encoded ASCII, single certificate` " "(Base64-codificado ASCII, certificado único), que se encuentra en la parte " "inferior de la ventana emergente;" #: ../../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 "guárdelo y habrá exportado el certificado." #: ../../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 "" "Asegúrese de que el certificado termina con la extensión `.crt`. Si no es " "así, es probable que algunos navegadores no puedan ver el archivo durante el" " proceso de importación." #: ../../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 "Si está usando **Mozilla Firefox**," #: ../../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 "" "haga clic en el icono **en forma de cerradura** que se encuentra a la " "izquierda de la barra;" #: ../../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 "" "vaya a :menuselection:`Conexión no segura --> Más información --> Pestaña de" " seguridad --> Ver certificado`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox browser" msgstr "Botón que indica que la conexión no es segura en el navegador Mozilla" #: ../../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 "baje a la sección :guilabel:`Misceláneo`;" #: ../../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 "" "haga clic en :guilabel:`PEM (cert)` que se encuentra en la sección " ":guilabel:`Descargar`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:127 msgid "Import a self-signed certificate" msgstr "Importar un certificado autofirmado" #: ../../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 "" "El proceso de importación depende mucho del :guilabel:`Sistema operativo` y " "del navegador." #: ../../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 gestiona certificados, lo que significa que los certificados " "autofirmados se tienen que importar desde el archivo de certificación y no " "del navegador. Para hacerlo," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:139 msgid "" "open the Windows File Explorer and locate the downloaded certification file;" msgstr "" "abra el explorador de archivos de Windows y encuentre el archivo de " "certificación que descargó;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:140 msgid "" "right-click on the certification file and click :guilabel:`Install " "Certificate`;" msgstr "" "haga clic derecho en el archivo de certificación y presione " ":guilabel:`Instalar certificado`;" #: ../../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 "" "seleccione dónde instalar el certificado y si para el :guilabel:`Usuario " "actual` o para todos los usuarios (:guilabel:`equipo local`) y después haga " "clic en :guilabel:`Siguiente`;" #: ../../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 "" "en la pantalla de `Almacén de certificados` marque :guilabel:`Place all " "certificates in the following store` (Colocar todos los certificados en el " "siguiente almacenamiento), haga clic en :guilabel:`Buscar...` y seleccione " ":guilabel:`Entidades de certificación raíz de confianza`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:151 msgid "click :guilabel:`Finish`, accept the pop-up security window;" msgstr "haga clic en :guilabel:`Terminar` y acepte la ventada emergente;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:152 msgid "restart the computer to make sure that the changes are applied." msgstr "" "reinicie la computadora para asegurarse de que se aplicaron los cambios." #: ../../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 "abra Chrome;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:159 msgid "" "go to :menuselection:`Settings --> Privacy and security --> Security --> " "Manage certificates`;" msgstr "" "vaya a :menuselection:`Ajustes --> Privacidad y seguridad --> Seguridad --> " "Gestionar certificados`;" #: ../../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 "" "vaya a la pestaña :guilabel:`Entidades`, haga clic en :guilabel:`Importar` y" " seleccione el archivo de certificación que exportó;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:163 msgid "accept all warnings;" msgstr "acepte todas las advertencias;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:164 msgid "click :guilabel:`ok`;" msgstr "haga clic en :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 "reinicie su navegador." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:170 msgid "open Firefox;" msgstr "abra Firefox;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:171 msgid "" "go to :menuselection:`Settings --> Privacy & Security --> Security --> View " "Certificates... --> Import`;" msgstr "" "go to :menuselection:`Ajustes --> Privacidad y seguridad --> Seguridad --> " "Ver certificados... --> Importar`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:173 msgid "select the exported certification file;" msgstr "seleccione el archivo de certificado que exportó;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:174 msgid "tick the checkboxes and validate;" msgstr "marque las casillas y valide;" #: ../../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 "" "Para asegurar la conexión en Mac OS en todos los navegadores, tiene que " "seguir los siguientes pasos:" #: ../../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 "" "abra Safari y vaga a la dirección IP de su impresora. Esto lo dirigirá a una" " página de advertencia;" #: ../../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 "" "en la página de advertencia, vaya a :menuselection:`Mostrar detalles --> " "visite este sitio web --> Visitar sitio web, valídelo;" #: ../../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 "reinicie la impresora para que la puede usar con cualquier navegador." #: ../../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 "" "Para generar y exportar un certificado SSL y enviarlo a dispospositivo IOS, " "abra **Google Chrome** o **Mozilla Firefox**. Después," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Warning page about the connection privacy on Google Chrome" msgstr "" "Página de advertencia sobre la privacidad de la conexión en 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 "" "Botón que muesta que la conexión a la impresora no es segura en 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 "" "Asegúrese de que el certificado termina con la extensión `.crt`. De lo " "contrario, es probable que algunos navegadores no encuentren el archivo en " "el proceso de importación. " #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:0 msgid "Connection is not secure button in Mozilla Firefox" msgstr "" "Botón que indica que la conexión no es segura en el navegador Mozilla " "Firefox" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:256 msgid "Android OS" msgstr "Android" #: ../../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 "" "Para importar el certificado SSL a un dispositivo Android primero debe " "crearlo y exportarlo desde una computadora. Después, transfiera el archivo " "`.crt` al dispositivo a través de un correo, Bluetooth o USB. Una vez que el" " archivo esté en el dispositivo," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:262 msgid "open the settings and search for `certificate`;" msgstr "abra los ajustes y busque el `certificado`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:263 msgid "click :guilabel:`Certificate AC` (Install from device storage);" msgstr "" "haga clic en :guilabel:`Certificado CA` (Instalar desde el almacenamiento " "del dispositivo);" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:264 msgid "select the certificate file to install it on the device." msgstr "" "seleccione el archivo de certificado para instalarlo en el dispositivo." #: ../../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 "" "Es probable que los pasos a seguir para instalar el certificado cambien " "dependiendo de la versión de android o el fabricador del dispositivo." #: ../../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 "" "Para importar el certificado SSL a un dispositivo iOS primero debe crearlo y" " exportarlo desde una computadora. Después, transfiera el archivo `.crt` al " "dispositivo a través de un correo, Bluetooth, o cualquier servicio para " "compartir archivos. " #: ../../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 "" "Al descargar este archivo se activa una ventana emergente de advertencia. " "Haga clic en :guilabel:`Permitir` para descargar el perfil de configuración " "y cerrar la segunda ventana emergente. Después," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:279 msgid "go to the **Settings App** on the iOS device;" msgstr "vaya a la **aplicación Configuraciones** en el dispositivo iOS;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:280 msgid "click :guilabel:`Profile Downloaded` under the user's details box;" msgstr "" "haga clic en :guilabel:`perfil descargado` en la caja de detalles del " "usuario;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:281 msgid "locate the downloaded `.crt` file and select it;" msgstr "buque el archivo `.crt` descargado y selecciónelo;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:282 msgid "click :guilabel:`Install` on the top right of the screen;" msgstr "" "haga clic en :guilabel:`Instalar` en la parte superior derecha de la " "pantalla;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:283 msgid "if a passcode is set on the device, enter the passcode;" msgstr "si el dispositivo tiene contraseña, ingrese la contraseña;" #: ../../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 "" "haga clic en :guilabel:`Instalar` en la parte superior derecha de la " "ventana de advertencia del certificado y en la ventana emergente;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:286 msgid "click :guilabel:`Done`." msgstr "haga clic en :guilabel:`Listo`." #: ../../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 "" "El certificado se instaló, pero todavía se tiene que autenticar. Para " "hacerlo," #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:292 msgid "" "go to :menuselection:`Settings --> General --> About > Certificate Trust " "Settings`;" msgstr "" "vaya a :menuselection:`Ajustes --> General --> Acerca de > Ajustes de " "confianza del certificado`;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:293 msgid "enable the installed certificate using the **slide button**;" msgstr "active el certificado instalado con el **botón deslizable**;" #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:294 msgid "click :guilabel:`Continue` on the pop-up window." msgstr "haga clic en :guilabel:`Continuar` en la ventana emergente." #: ../../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 "" "Si necesita exportar certificados SSL desde un sistema operativo o un " "navegador que no hemos mencionado, busque `exportar certificado SSL` + `el " "nombre de su navegador o sistema operativo` en su motor de búsqueda " "preferido" #: ../../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 "" "Es lo mismo si necesita importar certificados SSL desde un sistema operativo" " o navegador que no mencionamos, busque `exportar certificado SSL` + `el " "nombre de su navegador o sistema operativo` en su motor de búsqueda " "preferido." #: ../../content/applications/sales/point_of_sale/configuration/epos_ssc.rst:305 msgid "Check if the certificate was imported correctly" msgstr "Revise si el certificado se importó correctamente" #: ../../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 "" "Para confirmar que la conexión de su impresora es segura, conéctese a la " "dirección IP de la con HTTPS, por ejemplo, vaya a `https://192.168.1.25` en " "su navegador. Si el certificado SSL se aplicó de manera correcta, ya no " "debería de aparecerle una página de advertencia y la barra de dirección " "debería mostrar el ícono de candado, lo que indica que la conexión es " "segura." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:3 msgid "Secure connection (HTTPS)" msgstr "Conexión segura (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 "" "Si la opción **Dispositivos directos** está permitida en los ajustes de " "Punto de venta (por ejemplo, si usa una impresora ePos), HTTP se convierte " "en un protocolo por defecto." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:9 msgid "Force your Point of Sale to use a secure connection (HTTPS)" msgstr "Fuerce su Punto de venta a usar una conexión segura (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 "" "Agregue una nueva **clave** en los **Parámetros del sistema** para forzar a " "que su Punto de venta use una conexión segura con el protocolo HTTPS." #: ../../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 "" "Para hacerlo, active el :ref:`modo de desarrollo `, vaya a " ":menuselection:`Ajustes --> Técnico --> Parámetros --> Parámetros del " "sistema`, después cree un nuevo parámetro, agregue estos valores y haga clic" " en *Guardar*." #: ../../content/applications/sales/point_of_sale/configuration/https.rst:18 msgid "**Key**: `point_of_sale.enforce_https`" msgstr "**Clave**: `point_of_sale.enforce_https`" #: ../../content/applications/sales/point_of_sale/configuration/https.rst:19 msgid "**Value**: `True`" msgstr "**Valor**: `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 "Gestión de varios empleados" #: ../../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 "" "Con la función **múltiples empleados por sesión** del Punto de venta de Odoo" " usted podrá gestionar el acceso a un PdV en específico. Al activar esta " "función :ref:`usted puede elegir qué usuarios pueden iniciar sesión en el " "Punto de venta ` y :ref:`podrá saber qué empleados están" " involucrados en cada orden para darles seguimiento " "`." #: ../../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:`Ingrese a los ajustes del PdV ` y seleccione " "su Punto de venta o haga clic en los tres puntos (:guilabel:`⋮`) que " "aparecen en la tarjeta de cada PdV y haga clic en :guilabel:`Editar`. Active" " la función :guilabel:`Múltiples empleados por sesión` y agregue los " "empleados permitidos en el campo :guilabel:`Empleados permitidos`." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "setting to enable multiple cashiers in POS" msgstr "ajuste para permitir varias cajas registradoras en el PdV" #: ../../content/applications/sales/point_of_sale/employee_login.rst:26 msgid "Practical application" msgstr "Aplicación práctica" #: ../../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 "" "Una vez que haya activado la función, los cajeros podrán :ref:`escanear su " "tarjeta de empleado ` para iniciar sesión. También " "podrán seleccionar su nombre en la lista de empleados permitidos para " ":ref:`abrir la sesión `." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "window to open a session when the multiple cashiers feature is enabled" msgstr "" "ventana para abrir una sesión cuando la función de múltiples cajeros esté " "activada" #: ../../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 "" "Para cambiar de usuario :ref:`desde una sesión abierta `," " haga clic en el nombre del empleado en la parte superior derecha de la " "pantalla y seleccione al empleado de la lista con el que quiere cambiar." #: ../../content/applications/sales/point_of_sale/employee_login.rst-1 msgid "button to switch from one cashier to another." msgstr "botón para cambiar de un cajero a otro." #: ../../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 "" "También le puede pedir a sus empleados que ingresen un código NIP cada vez " "que inicien sesión en un Punto de venta para evitar que inicien sesión como " "alguien más. Para definir el código NIP, vaya a la aplicación **Empleados**," " abra el formulario del empleado y haga clic en la pestaña " ":guilabel:`Ajustes de RR. HH.` Después, vaya a la categoría " ":guilabel:`Asistencia/Punto de venta` y en el campo :guilabel:`Código NIP` " "ingrese el código que desee" #: ../../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 "" "ajuste en el formulario del empleado en donde se asigna una identificación y" " un código NIP." #: ../../content/applications/sales/point_of_sale/employee_login.rst:52 msgid "Log in using badges" msgstr "Inicio de sesión con credencial" #: ../../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 "" "Si quiere que sus empleados puedan iniciar sesión al escanear una " "credencial, se les debe asignar un ID de credencial. Para hacerlo, vaya a la" " aplicación **Empleados**, abra el formulario de empleado y haga clic en la " "pestaña :guilabel:`Ajustes de RR. HH.` Después vaya a la sección de " ":guilabel:`Asistencia/Punto de venta` e ingrese el número de credencial que " "quiera en el campo :guilabel:`ID de credencial` o haga clic en " ":guilabel:`Generar`." #: ../../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 "" "Si quiere cambiar a otro usuario, haga clic en el icono con forma de candado" " (:guilabel:`🔓`), bloquee la sesión y escanee sus credencial." #: ../../content/applications/sales/point_of_sale/employee_login.rst:65 msgid "Analytics" msgstr "Analítica" #: ../../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 "" "Una vez que cierre y publique la sesión del punto de venta, podrá ver el " "reporte completo donde vienen todas las actividades de la sesión, como quién" " inició la sesión y quién gestionó algunas órdenes específicas. Para acceder" " al reporte de la sesión haga clic en los tres puntos verticales " "(:guilabel:`⋮`) en la carta del Punto de venta y seleccione " ":guilabel:`Sesiones` desde la sección de :guilabel:`Vista`. Después, " "seleccione una sesión específica para información más detallada y después " "haga clic en el botón de :guilabel:`Órdenes` para ver la lista de todas las " "órdenes que se realizaron durante la sesión." #: ../../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 "" "Para obtener un resumen de las órdenes sin importar la sesión, haga clic en " "los tres puntos verticales (:guilabel:`⋮`) en la carta del Punto de venta y " "seleccione :guilabel:`Órdenes` en la sección :guilabel:`Vista`." #: ../../content/applications/sales/point_of_sale/payment_methods.rst:5 msgid "Payment methods" msgstr "Métodos de pago" #: ../../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 "" "Para agregar un método de pago, primero debe de crearlo. Vaya a " ":menuselection:`Punto de venta --> Configuración --> Métodos de pago --> " "Nuevo` y seleccione un nombre. Marque la casilla :guilabel:`Identificar " "cliente` para que este método *sea exclusivo* para clientes registrados." #: ../../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 "" "Después, seleccione el :guilabel:`Diario`. Elija :guilabel:`Efectivo` para " "que este método de pago sea para pagos en efectivo o :guilabel:`Banco` para " "usar este método para pagos con tarjeta." #: ../../content/applications/sales/point_of_sale/payment_methods.rst-1 msgid "Creating a new payment method for a POS." msgstr "Crear un nuevo método de venta para un PdV." #: ../../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 "" "Si selecciona el diario :guilabel:`banco` se agregará el campo " ":guilabel:`Use una terminal de pago` de manera automática. Aquí podrá " "agregar :doc:`la información de su terminal de pago " "`." #: ../../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 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 "" "Ya que haya creado el método de pago, puede seleccionarlo en sus ajustes del" " Punto de venta. Para hacerlo, vaya a los :ref:`ajustes del punto de venta " "`, haga clic en :guilabel:`Editar` y agregue el " "método de pago en la sección de :guilabel:`Pagos`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:5 msgid "Payment terminals" msgstr "Terminales de pago" #: ../../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 "" "Si conecta e integra su terminal de pago con su sistema de PdV le permitirá " "aceptar varios métodos de pago, incluyendo tarjetas de crédito y débito, lo " "que hará el proceso de pago más eficiente." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:13 msgid "" "Go to the :doc:`application settings <../configuration>`, scroll down to the" " :guilabel:`Payment Terminals` section, and tick your terminal's checkbox." msgstr "" "Vaya a :doc:`los ajustes de la aplicación <../configuration>`, baje a la " "sección :guilabel:`Terminales de pago` y marque la casilla de su terminal." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst-1 msgid "checkbox in the settings to enable a payment terminal" msgstr "" "casilla de verificación en los ajustes para habilitar su terminal de pago" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:19 msgid "Then, follow the corresponding documentation to configure your device:" msgstr "" "Después, siga los pasos correspondientes para configurar su dispositivo:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:21 msgid ":doc:`Adyen configuration `" msgstr ":doc:`Configuración de Adyen `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:22 msgid ":doc:`Ingenico configuration `" msgstr ":doc:`Configuración de Ingenico `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:23 msgid ":doc:`SIX configuration `" msgstr ":doc:`Configuración de SIX `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:24 msgid ":doc:`Stripe configuration `" msgstr ":doc:`Configuración de Stripe `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:25 msgid ":doc:`Vantiv configuration `" msgstr ":doc:`Configuración de Vantiv `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:26 msgid ":doc:`Worldline configuration `" msgstr ":doc:`Configuración de Worldline `" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals.rst:28 msgid "" "Once the terminal is configured, you can :doc:`create the corresponding " "payment method and add it to the POS <../payment_methods>`." msgstr "" "Una vez que haya configurado la terminal, puede :doc:`crear el método de " "pago correspondiente y agregarlo al Punto de venta <../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 "" "Si conecta su **terminal de pago Adyen** podrá ofrecer a sus clientes un " "flujo de pago eficaz y facilitar el trabajo a sus cajeros." #: ../../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 solo trabaja con negocios que procesan **más** de **10 millones " "anuales** o facturan un mínimo de **1,000** transacciones **al mes**." #: ../../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 "" "Primero cree su cuenta de Adyen en el `sitio web de Adyen " "`_. Después, siga los pasos que se muestran en la " "pantalla de su terminal para activarla." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:19 msgid "" "`Adyen Docs - Payment terminal quickstart guides " "`_." msgstr "" "`Documentación de Adyen - Guías de inicio rápido para las terminales de pago" " `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:23 #: ../../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 "Configure el método de pago" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:25 msgid "" "First, go to :menuselection:`Point of Sale --> Configuration --> Settings " "--> Payment Terminals`, and enable :guilabel:`Adyen`. Then, go to " ":menuselection:`Configuration --> Payment Methods` and create a new payment " "method. Select :guilabel:`Adyen` in the :guilabel:`Use a Payment Terminal` " "field." msgstr "" "Primero, vaya a :menuselection:`Punto de venta --> Configuración --> Ajustes" " --> Terminales de pago` y active :guilabel:`Adyen`. Después, vaya a " ":menuselection:`Configuraciónn --> Métodos de pago` y cree un método de pago" " nuevo, Seleccione :guilabel:`Adyen` en el campo :guilabel:`Use una terminal" " de pago`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:31 msgid "" "The selected journal **must** be a bank journal for the :guilabel:`Use a " "payment terminal` field to appear." msgstr "" "Para que el campo :guilabel:`Use una terminal de pago` aparezca, el diario " "seleccionado **debe** ser banco." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:34 msgid "" "Finally, fill the mandatory fields with an :guilabel:`Adyen API key`, and an" " :guilabel:`Adyen Terminal Identifier`." msgstr "" "Por último, complete los campos obligatorios con una :guilabel:`clave API de" " Adyen`, y un :guilabel:`identificador de terminal Adyen`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:38 msgid "Generate an Adyen API key" msgstr "Generar una clave API de Adyen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:40 msgid "" "The **Adyen API key** is a key used to authenticate your requests. To " "generate an API key, go to your **Adyen account**." msgstr "" "La **clave API de Adyen** es una clave que se utiliza para autenticar sus " "solicitudes. Para generar una clave API, vaya a su **cuenta de Adyen**." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:43 msgid "" "Then, go to :menuselection:`Developers --> API credentials`. Create a new " "credential or click on an existing one." msgstr "" "Después vaya a :menuselection:`Desarrolladores --> Credenciales API`. Cree " "una nueva credencial o haga clic en una existente." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:46 msgid "" "Click on :guilabel:`Generate an API key` and copy-paste that key onto the " "Odoo mandatory field." msgstr "" "Haga clic en :guilabel:`Generar una clave API` y copie y pegue la clave en " "el campo de Odoo obligatorio." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:49 msgid "" "`Adyen Docs - API credentials `_." msgstr "" "`Documentos de Adyen - Credenciales API `_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:53 msgid "Locate the Adyen terminal identifier" msgstr "Ubicar el identificador de terminal Adyen" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:55 msgid "" "The **Adyen Terminal Identifier** is your terminal's serial number, which is" " used to identify the hardware." msgstr "" "El **identificador de terminal Adyen** es el número de serie de su terminal," " el cual se utiliza para identificar el hardware." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:58 msgid "" "To find this number, go to your **Adyen account**. Then, go to " ":menuselection:`Point of Sale --> Terminals`, select the terminal to link, " "and copy-paste its serial number onto the Odoo mandatory field." msgstr "" "Para encontrar este número, vaya a su **cuenta de Adyen**. Posteriormente, " "vaya a :menuselection:`Punto de venta --> Terminales`, seleccione la " "terminal a vincular y copie y pegue su número de serie en el campo " "obligatorio de Odoo." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:63 msgid "Set the Event URLs" msgstr "Configure las URL del evento" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:65 msgid "" "For Odoo to know when a payment is made, you must set the terminal **Event " "URLs**. To do so," msgstr "" "Para que Odoo sepa cuándo se realizó un pago, debe configurar las **Event " "URLs** (URL de evento). Para hacerlo:" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:67 msgid "log in to `Adyen's website `_;" msgstr "inicie sesión en el `sitio web de Adyen `_," #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:68 msgid "" "go to :menuselection:`Adyen's dashboard --> Point of Sale --> Terminals` and" " select the connected terminal;" msgstr "" "vaya al :menuselection:`tablero de Adyen --> Punto de venta --> Terminales` " "y seleccione la terminal conectada," #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:70 msgid "from the terminal settings, click :guilabel:`Integrations`;" msgstr "" "desde los ajustes de la terminal, haga clic en :guilabel:`Integraciones`," #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:71 msgid "" "set the :guilabel:`Switch to decrypted mode to edit this setting` field as " ":guilabel:`Decrypted`;" msgstr "" "en el campo :guilabel:`Switch to decrypted mode to edit this setting` " "(Cambiar a modo decodificado para editar este ajuste) seleccione " "guilabel:`decodificado`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:72 msgid "" "click the **pencil icon** button and enter your server address, followed by " "`/pos_adyen/notification` in the :guilabel:`Event URLs` field; and" msgstr "" "haga clic en el **icono de lápiz** para ingresar la dirección de su " "servidor, seguida por `/pos_adyen/notification` en el campo :guilabel:`Event" " URLs` (URL de eventos), y" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:74 msgid "" "click :guilabel:`Save` at the bottom of the screen to save the changes." msgstr "" "haga clic en :guilabel:`Guardar` al final de la pantalla para guardar los " "cambios." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:77 msgid "Add a new payment method" msgstr "Añadir un nuevo método de pago" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:79 msgid "" "To add a new **payment method** to a point of sale, go to " ":menuselection:`Point of Sale --> Configuration --> Point of Sale`. Then, " "select the POS and go to :menuselection:`Payments --> Payment Methods`, and " "add your new method for Adyen." msgstr "" "Para agregar un nuevo **método de pago** en un punto de venta, vaya a " ":menuselection:`Punto de venta --> Configuración --> Punto de venta`. A " "continuación seleccione el PdV y vaya a :menuselection:`Pagos --> Métodos de" " pago`, y agregue su nuevo método para Adyen." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:84 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:53 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:65 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:86 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:86 msgid "Pay with a payment terminal" msgstr "Pagar con una terminal de pago" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:86 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 "" "Al procesar un pago, seleccione :guilabel:`Adyen` como método de pago. " "Revise el importe y haga clic en :guilabel:`Enviar`. En cuanto se realice el" " pago, el estado cambia a :guilabel:`Pago exitoso`." #: ../../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 "" "En caso de que haya problemas de conexión entre Odoo y la terminal de pago, " "puede forzar el pago al hacer clic en :guilabel:`forzar hecho`, lo que le " "permite validar la orden." #: ../../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 "" "Esta opción solo está disponible después de recibir un mensaje de error que " "le informa que la conexión falló." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:95 msgid "To cancel the payment request, click on :guilabel:`cancel`." msgstr "" "Para cancelar la solicitud de pago, haga clic en :guilabel:`cancelar`." #: ../../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 "" "Conectar una terminal de pago le permite ofrecerle a sus clientes un flujo " "de pago ágil y facilitar el trabajo de sus cajeros." #: ../../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 "" "Tome en cuenta que Ingenico solo está disponible en la región de Benelux." #: ../../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 "Conecta una IoT Box" #: ../../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 "" "Conectar una terminal de pago Ingenico a Odoo es una función que requiere " "una caja IoT. Para más información sobre cómo conectar una caja IoT a su " "base de datos, refiérase a :doc:`documentación " "IoT`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:22 msgid "Configure the Lane/5000 for Ingenico BENELUX" msgstr "Configure Lane/5000 para Ingenico BENELUX" #: ../../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 "" "Haga clic en el botón F de la terminal, luego vaya a :menuselection:`Menú de" " PdV --> Ajustes` e ingrese la contraseña de los ajustes." #: ../../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 "" "Ahora, haga clic en cambios de conexión y TCP/IP. Ingrese la IP de su *caja " "IoT* (puede encontrarla desde la vista de formulario para su caja IoT). " "Después, ingrese 9000 como puerto. La terminal se reiniciará y cuando " "termine, vaya al formulario de su *caja IoT* en Odoo y verifique que la " "terminal se encontró." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:38 msgid "" "First, go in the general settings of the POS app, and activate the Ingenico " "setting." msgstr "" "Primero vaya a los ajustes generales de la aplicación de PdV y active los " "ajustes de Ingenico." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:44 msgid "" "Go 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 Ingenico, select the payment terminal option " "Ingenico, and select your payment terminal device." msgstr "" "Regrese a :menuselection:`Punto de venta --> Configuración --> Punto de " "venta`, vaya a la sección de pagos y acceda a sus métodos de pagos. Cree un " "nuevo método de pago para Ingenico, seleccione la opción de terminal de pago" " Ingenico y seleccione su dispositivo de terminal de pago." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:55 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 "" "Al procesar un pago en la *interfaz de PdV* seleccione un *método de pago* " "con una terminal. Revise la cantidad en la columna emitida sea la misma que " "tiene que enviarse a la terminal de pago y haga clic en *Enviar*. Cuando se " "realice el pago, el estado cambiará a *Pago realizado*." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:64 msgid "" "If you want to cancel the payment request, click on cancel. You can still " "retry to send the payment request." msgstr "" "Si quiere cancelar la petición de pago, haga clic en cancelar. Puede " "intentar enviar la petición de pago de nuevo." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:67 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 "" "Si hay un problema con la terminal de pago, puede forzar el pago si usa " "*Forzar terminación*. Esto le permitirá validar la orden en Odoo incluso si " "la conexión entre la terminal y Odoo tiene problemas." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:73 msgid "" "This option will only be available if you received an error message telling " "you the connection failed." msgstr "" "La opción solo estará disponible si recibe un mensaje de error en el que " "diga que la conexión falló." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:76 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 "" "Una vez que se haya procesado su pago, verá el tipo de tarjeta que se usó y " "el ID de la transacción en el registro del pago." #: ../../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 "" "Conectar una **terminal de pago SIX** le permite ofrecerle a sus clientes un" " flujo de pago ágil y facilitar el trabajo de sus cajeros." #: ../../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 "" "Aunque Worldline compró SIX Payment Services y ambas empresas usan " "terminales de pago Yomani, el firmware con el que trabajan es diferente. Es " "por esto que las terminales recibidas desde Worldline no son compatibles con" " esta integración." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:17 msgid "Install the POS IoT Six module" msgstr "Instalar el módulo de PdV IoT Six" #: ../../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 "" "Para activar el módulo PdV IoT Six vaya a :guilabel:`Aplicaciones`, quite el" " filtro :guilabel:`Aplicaciones` y busque **PdV IoT Six**. Este módulo " "agrega el driver y la interfaz que se necesita para que su base de datos " "detecte terminales Six." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:24 msgid "This module replaces the **POS Six** module." msgstr "Este módulo reemplaza el módulo **PdV Six**." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:27 msgid "Connect an IoT box" msgstr "Conectar una caja IoT" #: ../../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 "" "Para conectar una terminal de pago Six a Odoo se necesita :doc:`usar una " "Raspberry Pi o una caja IoT virtual (solo para sistema operativo Windows) " "`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:33 msgid "Configure the terminal ID" msgstr "Configurar el ID de la terminal" #: ../../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 "" "Vaya a la página de inicio de su caja IoT donde podrá encontrar el campo " ":guilabel:`Terminal de pago Six` una vez que el servidor de su base de datos" " esté conectado a la caja IoT. Haga clic en :guilabel:`Configurar`, en el " "campo :guilabel:`ID de la terminal` ingrese el ID que recibió de Six y haga " "clic en :guilabel:`Conectar`. El ID de su terminal de Six debería aparecer " "en la sección :guilabel:`Current Terminal Id` (ID de la terminal actual)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Setting the Six terminal ID" msgstr "Configurando el ID de la terminal Six" #: ../../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 "" "Una vez que haya configurado el ID de la terminal Six, Odoo reiniciará la " "caja IoT de inmediato. Si su terminal de Six está en línea, se detectará y " "conectará a la base de datos de manera automática. Revise la página de " "inicio de la caja IoT en la sección :guilabel:`Pagos` para confirmar la " "conexión." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Confirming the connection to the Six payment terminal" msgstr "Confirmación de la conexión de la terminal de pago Six" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:55 msgid "" "From your database, go to :menuselection:`Point of Sale --> Configuration " "--> Payment Methods` to create a new payment method specifically for Six. " "Click :guilabel:`New`, enter a :guilabel:`Name`, set the :guilabel:`Journal`" " field as :guilabel:`Bank`, the :guilabel:`Use a Payment Terminal` field as " ":guilabel:`SIX IOT`, and select the corresponding device in the " ":guilabel:`Payment Terminal Device` field." msgstr "" "En su base de datos, vaya a :menuselection:`Punto de venta --> Configuración" " --> Métodos de pago`, aquí crearemos un nuevo método de pago específico " "para Six. Haga clic en :guilabel:`Nuevo`, ingrese un :guilabel:`Nombre`, en " "el campo :guilabel:`Diario` seleccione :guilabel:`Banco`, en el campo " ":guilabel:`Usar una terminal de pagol` seleccione :guilabel:`SIX IOT`, y en " "el campo :guilabel:`Dispositivo de terminal de pago` seleccione el " "dispositivo adecuado." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Creating a new payment method for the SIX payment terminal" msgstr "Creación de un nuevo método de pago para la terminal de pago SIX" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:67 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 "" "Cuando procese un pago, seleccione su :ref:`método de pago Six " "` en la sección :guilabel:`método de pago` y haga clic en " ":guilabel:`Enviar`. Si desea cancelar la solicitud de pago, haga clic en " ":guilabel:`cancelar`. Una vez que el pago se haya realizado correctamente, " "el estado cambiará a :guilabel:`pago exitoso`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst-1 msgid "Paying with Six" msgstr "Pago con Six" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:76 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:91 msgid "" "Once your payment is processed, the type of card used and the transaction ID" " appear on the payment record." msgstr "" "Una vez que se procese el pago, el tipo de tarjeta que se utilizó y el ID de" " la transacción aparece en el registro del pago." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:78 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 "" "El idioma utilizado para los mensajes de error es el mismo que el de la " "terminal. Configure la terminal para cambiar el idioma o contacte con Six." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:80 msgid "By default, the port used by the Six terminal is `7784`." msgstr "" "El puerto utilizado por el terminal Six es `7784` de forma predeterminada." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:83 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 "" "Si tiene problemas de conexión entre la terminal de pago y Odoo, puede " "forzar la validación del pago en Odoo mediante el botón :guilabel:`forzar " "terminación`." #: ../../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:`Usar Stripe como proveedor de pagos " "<../../../../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 "" "Active **Stripe** en :menuselection:`Punto de venta --> Configuración --> " "Ajustes --> Terminales de pago` y habilite :guilabel:`Stripe`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:20 msgid "Then, create the payment method:" msgstr "Después, cree el método de pago:" #: ../../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 "" "Vaya a :menuselection:`Punto de venta --> Configuración --> Métodos de " "pago`, haga clic en :guilabel:`crear` y complete el campo :guilabel:`método`" " con el nombre de su método de pago." #: ../../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 "" "Establezca el campo :guilabel:`diario` como :guilabel:`banco` y el campo " ":guilabel:`usar una terminal de pago` como :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 "" "Introduzca el número de serie de su terminal de pago en el campo " ":guilabel:`número de serie de Stripe`." #: ../../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 "" "Haga clic en :guilabel:`no olvide completar la conexión con Stripe antes de " "utilizar este método de pago.`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "payment method creation form" msgstr "Formulario de creación de método de pago" #: ../../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 "" "Haga clic en :guilabel:`identificar cliente` para permitir este método de " "pago **únicamente** a clientes identificados. Deje la casilla " ":guilabel:`identificar cliente` sin seleccionar para que los clientes sin " "identificar puedan pagar con Stripe." #: ../../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 "" "Los campos :guilabel:`cuenta pendiente` y :guilabel:`cuenta intermediaria` " "se pueden dejar vacíos para utilizar las cuentas predeterminadas." #: ../../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 "" "Puede encontrar el número de serie de su terminal de pago en la parte " "inferior del dispositivo o en el `tablero de Stripe " "`_." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:43 msgid "Connect Stripe to Odoo" msgstr "Conectar Stripe con Odoo" #: ../../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 "" "Haga clic en :guilabel:`conectar a Stripe`. Esto lo redirige de forma " "automática a la página de configuración. Complete toda la información para " "crear su cuenta de Stripe y vincúlela con Odoo. Una vez que complete los " "formularios, puede obtener las claves API (:guilabel:`clave pública` y " ":guilabel:`clave secreta`) en el sitio web de **Stripe**. Para hacerlo, haga" " clic en :guilabel:`obtenga sus claves secreta y pública`, haga clic en las " "claves para copiarlas y péguelas en los campos correspondientes en Odoo. " "Ahora puede configurar su terminal en un PdV." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst-1 msgid "stripe connection form" msgstr "Formulario de conexión con Stripe" #: ../../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 "" "Cuando usa **Stripe** únicamente en Punto de venta, solo necesita la **clave" " secreta** para usar su terminal." #: ../../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 "" "Cuando utiliza Stripe **como proveedor de pago**, el :guilabel:`estado` se " "puede establecer como :guilabel:`deshabilitado`." #: ../../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 "" "El botón :guilabel:`conectar a Stripe` no funciona en las bases de datos con" " alojamiento **local**. Para obtener las claves API de forma manual, inicie " "sesión en su `tablero de Stripe `_, escriba " "`API` en la barra de búsqueda y haga clic en :guilabel:`Desarrolladores > " "API`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:67 msgid "Configure the payment terminal" msgstr "Configurar la terminal de pago" #: ../../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 "" "Deslice a la derecha en su terminal de pago, haga clic en " ":guilabel:`ajustes`, introduzca el código NIP de administrador, valide y " "seleccione su red." #: ../../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 "El dispositivo debe estar conectado a una red de Wi-Fi segura. " #: ../../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 "" "Su base de datos de Odoo y su terminal de pago deben compartir la misma red." #: ../../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 "" "Debe ingresar el código NIP de administrador para acceder a los ajustes de " "su terminal de pago. De forma predeterminada, este código es `07139`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:79 msgid "Link the payment method to a POS" msgstr "Vincular el método de pago con un PdV" #: ../../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 "" "Para agregar un **método de pago** a su punto de venta, vaya a " ":menuselection:`Punto de venta --> Configuración --> Ajustes`. Seleccione el" " PdV, baje a la sección :guilabel:`pagos` y agregue el método de pago que " "utilizará para **Stripe** en el campo :guilabel:`métodos de pago`." #: ../../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 "" "Al procesar un pago, seleccione :guilabel:`Stripe` como el método de pago. " "Revise el importe y haga clic en :guilabel:`Enviar`. En cuanto se realiza el" " pago, el estado cambia a :guilabel:`pago exitoso`. Haga clic en " ":guilabel:`cancelar` para cancelar la solicitud de pago." #: ../../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 "" "El nivel de la batería de la terminal debe ser por lo menos del 10% para " "poder usarla. " #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:98 msgid "The device does not work for payments under €0.50." msgstr "El dispositivo no acepta pagos menores a €0.50." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:101 msgid "Troubleshooting" msgstr "Solución de problemas" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/stripe.rst:104 msgid "Payment terminal unavailable in your Stripe account" msgstr "La terminal de pago no está disponible en su cuenta de Stripe" #: ../../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 "" "Debe agregar la terminal de pago de forma manual si no está disponible en su" " cuenta de Stripe:" #: ../../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 "" "Inicie sesión en su `cuenta de Stripe `_ y " "vaya a su :menuselection:`tablero de Stripe --> Pagos --> Lectores --> " "Ubicaciones`." #: ../../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 "" "Agregue una ubicación mediante el botón :guilabel:`+ Nuevo` o seleccione una" " ubicación existente." #: ../../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 "" "Haga clic en el botón :guilabel:`+ Nuevo` en la sección :guilabel:`lectores`" " y complete la información necesaria." #: ../../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 "" "Debe brindar un **código de registro**. Para obtener este código, deslice la" " pantalla de su dispositivo a la derecha, ingrese el código PIN de " "administrador (por defecto es: `07139`), valide y haga clic en " ":guilabel:`Generate a registration code` (generar código de registro)." #: ../../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 "" "Conectar una terminal de pago Vantiv le permite ofrecerle a sus clientes un " "flujo de pago ágil y facilitar el trabajo de sus cajeros." #: ../../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 "" "Tome en cuenta que MercuryPay solo funciona con bancos de Estados Unidos y " "Canadá, lo que hace que este procedimiento sea adecuado solo para empresas " "norteamericanas." #: ../../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 "" "Si va a usar los lectores de tarjetas de Vantiv, los debe comprar " "directamente de Vantiv, ya que muchas terminales de Vantiv que se compran " "por Amazon no incluyen la encriptación correcta necesaria para que se puedan" " utilizar con una base de datos de Odoo." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "Configurar el método de pago" #: ../../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 "" "Primero vaya a los ajustes generales de la aplicación Punto de venta y " "active los ajustes de Vantiv." #: ../../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 "" "Regrese a :menuselection:`Punto de venta --> Configuración --> Punto de " "venta`, vaya a la sección \"pagos\" y acceda a sus métodos de pagos. Cree un" " nuevo método de pago para Vantiv, seleccione la opción terminal de pago " "Vantiv y cree nuevas credenciales para Vantiv." #: ../../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 "" "Para crear nuevas credenciales de Vantiv introduzca su ID y contraseña de " "comerciante y luego guarde. Asegúrese de que las credenciales que creó están" " seleccionadas y guarde el método de pago." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "Pagar con una terminal de pago" #: ../../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 "" "Al momento del pago, en su interfaz de PdV seleccione el método de pago " "Vantiv y... eso es todo." #: ../../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 "" "Tome en cuenta que Worldline solo está disponible para países que pertenecen" " a la Benelux." #: ../../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 "" "Conectar una terminal de pago Worldline a Odoo es una función que requiere " "una caja IoT. Para más información sobre cómo conectar una caja IoT a su " "base de datos, consulte la :doc:`documentación sobre " "IoT`." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:22 msgid "Configure the protocol" msgstr "Configurar el protocolo" #: ../../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 "" "Desde su terminal, haga clic en :menuselection:`\".\" --> 3 --> Detener --> " "3 --> 0 --> 9`. Introduzca la contraseña técnica **\"1235789\"** y haga clic" " en :menuselection:`OK --> 4 --> 2`. Después, haga clic en " ":menuselection:`Cambio --> CTEP (como protocolo ECR) --> OK`. Haga clic en " "**OK** tres veces en las siguientes pantallas (*ticket de ECR CTEP*, *ancho " "del ticket de ECR* y *conjunto de caracteres*). Por último, haga clic en " "**detener** tres veces. La terminal se reiniciará de forma automática." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:31 msgid "Set the IP address" msgstr "Establecer la dirección IP" #: ../../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 "" "Desde su terminal, haga clic en :menuselection:`\".\" --> 3 --> Detener -->" " 3 --> 0 --> 9`. Introduzca la contraseña técnica **\"1235789\"** y haga " "clic en :menuselection:`OK --> 4 --> 9`. Después haga clic en " ":menuselection:`Cambio --> TCP/IP` (pantalla de *configuración física TCP*) " ":menuselection:`--> OK --> OK` (pantalla de *configuración de cliente TCP*)." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:38 msgid "Finally, set up the hostname and port number." msgstr "Por último, configure un nombre de alojamiento y un número de puerto." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:41 msgid "Hostname" msgstr "Nombre de alojamiento" #: ../../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 "" "Para configurar el nombre de alojamiento, ingrese la secuencia de números de" " la dirección IP de su Caja IoT y presione **OK** con cada \".\" hasta que " "llegue al signo de los dos puntos." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:45 msgid "Then, press **OK** twice." msgstr "Después, presione **OK** dos veces." #: ../../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 "Esta es una secuencia de dirección IP: `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 "" "En la *pantalla del nombre del alojamiento¨, escriba 10 --> OK --> 30 --> OK" " --> 19 --> OK --> 4 --> OK --> OK`." #: ../../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 "" "La dirección IP de su Caja IoT está disponible en la base de datos de la " "aplicación de su caja IoT." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:56 msgid "Port number" msgstr "Número de puerto" #: ../../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 "" "En la pantalla de *número de puerto*, ingrese **9001** (o **9050** en " "Windows) y haga clic en :menuselection:`OK` (*ECR protocol SSL no*) " ":menuselection:`--> OK`. Haga clic en **detener** tres veces, la terminal se" " reiniciará de forma automática." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:65 msgid "" "From the Point of Sale application, go to :menuselection:`Configuration --> " "Settings --> Payment terminals` and activate the *Worldline* payment " "terminal." msgstr "" "En la aplicación Punto de venta, vaya a :menuselection:`Configuración --> " "Ajustes --> Terminales de pago` y active la terminal de pago *Worldline*." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:71 msgid "" "Then, go to :menuselection:`Configuration --> Payment methods` and create a " "new payment method for *Worldline*. Select the payment terminal *Worldline* " "and your payment terminal device on your *Payment Method form*." msgstr "" "Después vaya a :menuselection:`Configuración --> Métodos de pago` y cree un" " nuevo método de pago para *Worldline*. Seleccione la terminal de pago " "*Worldline* y su dispositivo de terminal de pago en su *Formulario de " "terminal de pago*." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:78 msgid "Technician password: `1235789`" msgstr "Contraseña técnica: `1235789`" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:79 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 "" "Para contactar al soporte técnico de Worldline llame al `02 727 61 11` y " "seleccione \"comerciante\". Su llamada se transferirá al servicio deseado." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:81 msgid "" "Configure the cashier terminal if you have both a customer and a cashier " "terminal." msgstr "" "Configure la terminal de cajero si tiene tanto una terminal de cliente como " "una de cajero." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:82 msgid "" "To avoid blocking the terminal, check the initial configuration beforehand." msgstr "" "Para evitar bloquear la terminal, primero revise la configuración inicial." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:83 msgid "" "Set a fixed IP to your IoT Box’s router to prevent losing the connexion." msgstr "" "Configure una dirección IP fija en el router de su Caja IoT para evitar " "perder la conexión." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:88 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 "" "Al procesar un pago, seleccione *Worldline* como método de pago. Compruebe " "el importe y haga clic en *Enviar*. Una vez que el pago tenga éxito, el " "estado cambia a *Pago exitoso*." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:98 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 "" "En caso de que haya problemas de conexión entre Odoo y la terminal de pago, " "fuerce el pago al hacer clic en *Forzar terminación*, lo cual le permite " "validar la orden. Esta opción solo está disponible después de recibir un " "mensaje de error que indique que la conexión falló." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:101 msgid "To cancel the payment request, click on **cancel**." msgstr "Para cancelar la solicitud de pago, haga clic en **Cancelar**." #: ../../content/applications/sales/point_of_sale/pricing.rst:5 msgid "Pricing features" msgstr "Funciones de precios" #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:3 msgid "Cash rounding" msgstr "Redondeo de efectivo" #: ../../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 "" "El **redondeo de efectivo** es necesario cuando la denominación física más " "baja de la divisa, o la moneda más pequeña, es superior a la unidad mínima " "de cuenta." #: ../../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 "" "Por ejemplo, algunos países exigen a sus empresas que redondeen el importe " "total de una factura a los cinco centavos más cercanos, siempre que el pago " "sea en efectivo." #: ../../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 "" "Cada punto de venta en Odoo se puede configurar para aplicar redondeo de " "efectivo en los totales de sus cuentas o recibos." #: ../../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 "" "Vaya a :menuselection:`Punto de venta --> Configuración --> Ajustes` y " "habilite la función de *Redondeo de efectivo*, luego haga clic en *Guardar*." #: ../../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 "" "Vaya a :menuselection:`Punto de venta --> Configuración --> Punto de venta`," " abra el punto de venta que desea configurar y habilite la opción de " "*Redondeo de efectivo*." #: ../../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 "" "Para definir el **Método de redondeo**, abra la lista desplegable y haga " "clic en *Crear y editar...*." #: ../../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 "" "Defina su *Precisión de redondeo*, *Cuenta de ganancias* y *Cuenta de " "pérdidas*. Posteriormente, guarde tanto su método de redondeo como los " "ajustes de su Punto de venta." #: ../../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 "" "Ahora todos los importes totales de este punto de venta agregan una línea " "para aplicar el redondeo según sus ajustes." #: ../../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 "" "La aplicación Punto de venta de Odoo solo es compatible con la estrategia de" " redondeo :guilabel:`agregar una línea de redondeo`." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:3 msgid "Discount tags (barcode scanner)" msgstr "Etiquetas de descuento (lector de código de barras)" #: ../../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 "" "Si desea vender sus productos con un descuento, por ejemplo, para un " "producto que se acerca a su fecha de vencimiento, puede usar etiquetas de " "descuento. Te permiten escanear códigos de barras de descuento." #: ../../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 "" "Para usar etiquetas de descuento necesitará usar un lector de código de " "barras." #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:13 msgid "Barcode Nomenclature" msgstr "Nomenclatura de código de barras" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:15 msgid "To use discounts tags, we need to learn about barcode nomenclature." msgstr "" "Para usar las etiquetas de descuentos, necesitamos aprender acerca de la " "nomenclatura de códigos de barras." #: ../../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 "" "Supongamos que desea hacer un descuento para el producto con el siguiente " "código de barras:" #: ../../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 "" "Puede encontrar la *nomenclatura predeterminada* en los ajustes de la " "interfaz del PdV." #: ../../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 "" "Digamos que desea hacer el 50% de descuento en un producto, entonces su " "código de barras debe empezar con 22 (para la nomenclatura de descuento del " "código de barras) y después 50 (para el porcentaje) antes de agregar el " "código de barras del producto. En nuestro ejemplo, el código de barras " "sería:" #: ../../content/applications/sales/point_of_sale/pricing/discount_tags.rst:41 msgid "Scan the products & tags" msgstr "Escanee los productos y etiquetas" #: ../../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 "" "Primero tiene que escanear el producto deseado (en nuestro caso, un limón)." #: ../../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 "" "Luego escanee la etiqueta de descuento. Se aplicará el descuento y podrá " "finalizar la transacción." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:3 msgid "Discounts" msgstr "Descuentos" #: ../../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 "" "Con los descuentos usted puede atraer a sus clientes y aumentar sus " "ganancias drásticamente. Es vital para ofrecer descuentos, ya sea con tiempo" " limitado, por estaciones u ofrecidos manualmente." #: ../../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 "" "Para gestionar los descuentos Odoo tiene excelentes funciones que le ayudan " "a configurar una estrategia de fijación de precios que sea específica para " "cada empresa." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:13 msgid "Apply manual discounts" msgstr "Aplicar descuentos manuales" #: ../../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 "" "Si casi no usa los descuentos, la mejor solución para su PdV podría ser usar" " los descuentos manuales." #: ../../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 "" "Puede aplicar un descuento a toda la orden o a productos específicos dentro " "de la orden." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:22 msgid "Apply a discount on a product" msgstr "Aplicar un descuento en un producto" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:24 msgid "From your PoS session interface, use the *Disc* button." msgstr "Desde la interfaz de su sesión de PdV haga clic en *Desc.*" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount button for manual discount" msgstr "Vista del botón de descuento para un descuento manual" #: ../../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 "Después, puede agregar un descuento en el producto que seleccionó." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:34 msgid "Apply a global discount" msgstr "Aplicar un descuento global" #: ../../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 "" "Para aplicar un descuento en la orden entera, vaya a :menuselection:`Punto " "de venta --> Configuración --> Punto de venta` y seleccione su PdV." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:39 msgid "" "Once on your PoS form, select *Global Discounts*, under the *Pricing* " "category." msgstr "" "Ya que esté en su formulario de PdV seleccione *Descuentos globales* en la " "categoría de *Precio*." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the feature to enable for global discount" msgstr "Imagen de la función que se debe activar para un descuento general" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:45 msgid "Now, you have a new *Discount* button appearing on your PoS interface." msgstr "" "Ahora tendrá un nuevo botón de *descuento* que aparecerá en la interfaz de " "su PdV." #: ../../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 "" "Imagen del botón que se debe usar para un descuento general en la interfaz " "del punto de venta" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:51 msgid "Click on it and enter the wanted discount." msgstr "Haga clic en él e ingrese el descuento que quiera." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the discount offered in the payment summary" msgstr "Imagen del descuento que se ofrece en el resumen del pago" #: ../../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 "" "En este ejemplo hay un descuento global del 50% así como un descuento " "específico del 50% en las naranjas." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:62 msgid "Apply time-limited discounts" msgstr "Aplicar descuentos por tiempo limitado" #: ../../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 "" "Para activar los descuentos por tiempo limitado debe activar la función de " "*lista de precios*. Para hacerlo vaya a :menuselection:`Punto de ventas --> " "Configuración --> Punto de venta` y abra su PdV. Después, active la función " "de lista de precios." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of the pricelist feature" msgstr "Vista de la función de lista de precios" #: ../../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 "" "Una vez que lo active, debe elegir la lista de precios que quiera que esté " "disponible en su PdV y defina una predeterminada." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:77 msgid "Create a pricelist" msgstr "Crear una lista de precios" #: ../../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 "" "De manera predeterminada, Odoo tiene una *Lista de precios pública* " "configurada. Para crear más, vaya a :menuselection:`Punto de venta --> " "Productos --> Lista de precios`. Después, haga clic en crear." #: ../../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 "" "Al crear una lista de precios, puede activar varios criterios para usar un " "precio específico: periodo, cantidad mínima, etc. También puede decidir " "aplicar la lista de precios a productos específicos o a todo un rango de " "productos." #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst-1 msgid "View of a time-limited pricelist for two products" msgstr "Vista de una lista de precios de tiempo limitado para dos productos" #: ../../content/applications/sales/point_of_sale/pricing/discounts.rst:92 msgid "Using a pricelist with the PoS interface" msgstr "Usar una lista de precios en la interfaz de PdV" #: ../../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 "" "En la interfaz de PdV aparece un nuevo botón. Úselo para seleccionar una " "lista de precios." #: ../../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 "" "Vista del botón para descuentos limitados en el tiempo a través de la " "interfaz del punto de venta" #: ../../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 "" "Haga clic en el botón para actualizar los precios instantáneamente con la " "lista de precios seleccionada. Después puede finalizar la orden." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:3 msgid "Flexible taxes (fiscal positions)" msgstr "Impuestos flexibles (posiciones fiscales)" #: ../../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 "" "Al dirigir una empresa tal vez necesite aplicar distintos impuestos y " "registrar transacciones en varias cuentas según la ubicación y el tipo de " "negocio de sus clientes y proveedores." #: ../../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 "" "La función **posiciones fiscales** le permite establecer reglas que " "seleccionan de forma automática los impuestos y cuentas correctas que se " "utilizarán en cada transacción." #: ../../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 "" "Para habilitar la función, vaya a :menuselection:`Punto de venta --> " "Configuración --> Ajustes`, baje a la sección :guilabel:`Contabilidad` y " "habilite la función :guilabel:`impuestos flexibles`." #: ../../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 "" "Después, en el campo :guilabel:`predeterminado` establezca una posición " "fiscal predeterminada que se debería aplicar a todas las ventas en el PdV " "seleccionado. También puede agregar más posiciones fiscales para seleccionar" " en el campo :guilabel:`permitido`." #: ../../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 "" "Según el :doc:`paquete de localización fiscal " "<../../../finance/fiscal_localizations>` que activó, hay varias posiciones " "fiscales preconfiguradas que se pueden establecer y utilizar en PdV. Sin " "embargo, también puede :ref:`crear nuevas posiciones fiscales " "`." #: ../../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 "" "Si no establece una posición fiscal, el impuesto permanece como se definió " "en el campo **impuestos de cliente** en el formulario del producto." #: ../../content/applications/sales/point_of_sale/pricing/fiscal_position.rst:37 msgid "Use fiscal positions" msgstr "Usar posiciones fiscales" #: ../../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 "" "Abra una :ref:`sesión de PdV ` para utilizar una de las " "posiciones fiscales permitidas. Luego, haga clic en el botón " ":guilabel:`impuesto` a lado del icono con forma de **libro** y seleccione " "una posición fiscal de la lista. Hacer esto aplica las reglas definidas de " "forma automática a todos los productos sometidos a las regulaciones de la " "posición fiscal elegida." #: ../../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 "" "Si se establece una posición fiscal predeterminada, el botón \"impuesto\" " "muestra el nombre de la posición fiscal." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:3 msgid "Loyalty programs" msgstr "Programas de lealtad" #: ../../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 "" "Use un *Programa de lealtad* para atraer a sus clientes y que sigan " "comprando en su punto de venta." #: ../../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 "" "Para activar la función *Programa de lealtad*, vaya a: menuselection: `Punto" " de venta -> Configuración-> Punto de venta ` y seleccione su interfaz de " "PdV. En las funciones de precios, seleccione * Programa de lealtad*" #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:19 msgid "From there you can create and edit your loyalty programs." msgstr "Desde allí puede crear y editar sus programas de lealtad." #: ../../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 "" "Puede decidir qué tipo de programa desea utilizar, si la recompensa es un " "descuento o un regalo, hágalo específico para algunos productos o cubra todo" " su inventario. Aplique reglas para que solo sea válido en situaciones " "específicas y todo lo demás." #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:30 msgid "Use the loyalty program in your PoS interface" msgstr "Use el programa de lealtad en su interfaz de PdV" #: ../../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 "" "Cuando se establezca un cliente, ahora verá los puntos que obtendrá por la " "transacción y que se acumularán hasta que se gasten. Puede gastarlos usando " "el botón *Recompensas* cuando tenga suficientes puntos, de acuerdo con las " "reglas definidas en el programa de lealtad." #: ../../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 "" "Puede ver que el precio se actualiza al instante para reflejar la lista de " "precios. Puede finalizar el pedido de forma habitual." #: ../../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 "" "Si selecciona un cliente con una lista de precios predeterminada, esta se " "aplicará. Siempre puede cambiarlo." #: ../../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:108 msgid "Pricelists" msgstr "Tarifas" #: ../../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 "" "Con las listas de precio podrá ajustar los precios de los productos según " "diversos criterios de manera automática. Por ejemplo, puede configurar " "precios específicos para el Punto de venta, crear periodos de descuento " "temporales, recompensar a clientes específicos, u ofrecer descuentos cuando " "ordena una cantidad específica de productos." #: ../../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 "" "Vaya a :ref:`los ajustes generales del Punto de venta " "` y asegúrese que la opción :guilabel:`Listas de " "precios flexibles` está activada en la sección :guilabel:`Precios`." #: ../../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 "" "La opción que debe de activar para tener reglas de precio simples fijas por " "producto es :ref:`Múltiples precios por producto `. " "Seleccione :ref:`Reglas de precio avanzadas (descuentos, fórmulas) " "` para aplicar reglas de precios a varios productos al " "mismo tiempo y para que el cálculo de los precios sea dinámico con " "descuentos porcentuales o fórmulas más complejas, además de configurar " "precios fijos." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Enabling pricelists in the general P0S settings" msgstr "Activar las listas de precio en los ajustes generales del PdV." #: ../../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 "" "El tipo de lista de precio seleccionado se aplica a toda la base de datos, " "incluyendo las aplicaciones :doc:`Ventas " "<../../sales/products_prices/prices/pricing>` y :ref:`Comercio electrónico " "`. " #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:33 msgid "Create pricelists" msgstr "Crear listas de precios" #: ../../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 "" "Vaya a :menuselection:`Punto de venta --> Productos --> Listas de precios` y" " haga clic en :guilabel:`Nueva` o seleccione una lista existente. La " "configuración de la lista de precios depende de :ref:`la opción de listas de" " precios seleccionada `." #: ../../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 "Múltiples precios por producto" #: ../../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 "" "Cuando configura una lista de precios para que use la opción " ":guilabel:`Múltiples listas de precio por producto` podrá usar varios " "precios fijos para diferentes productos o sus variantes dependiendo, si es " "necesario, en una o más condiciones. Para agregar una nueva regla a una " "lista de precios:" #: ../../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 "" "Haga clic en :guilabel:`Agregar una línea` y seleccione un **producto** y " "sus **variantes** si es necesario." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:49 msgid "Add the condition(s):" msgstr "Agregue las condiciones:" #: ../../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 "" "la columna :guilabel:`Cantidad min.` representa la cantidad a la que un " "producto tiene que llegar;" #: ../../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 "" "las columnas :guilabel:`Fecha de incio` y :guilabel:`Fecha de finalización` " "representan un periodo determinado en el que la lista de precios se debe " "aplicar." #: ../../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 "" "agregue el :guilabel:`Precio` que se debe aplicar cuando se cumplan las " "condiciones (si alguna se cumple)." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form of a multiple prices pricelist" msgstr "" "Formulario de configuración para una lista de precios de múltiples precios" #: ../../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 "Reglas de precios avanzadas" #: ../../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 "" "Cuando configura una lista de precios para que use la opción " ":guilabel:`Reglas de precio avanzadas (descuentos, fórmulas)`, es posible " "usar, además de los precios fijos, descuentos y aumentos de precios " "porcentuales y fórmulas. Para agregar una nueva regla de precio a la lista " "de precios, haga clic en :guilabel:`Agregar una línea`. En las ventanas " "emergentes:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:69 msgid "Select a :guilabel:`Computation` method:" msgstr "Seleccione un método de :guilabel:`Cálculo`:" #: ../../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 "" ":guilabel:`Precio fijo` para configurar un precio fijo nuevo (similar a la " "opción :guilabel:`Múltiples precios por producto`." #: ../../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 "" ":guilabel:`Descuento` para calcular un porcentaje de descuento (e.g., " "`10.00` %) o aumento de precio (e.g., `-10.00` %)." #: ../../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 "" ":guilabel:`Fórmula` para calcular el precio según una fórmula. Es necesrio " "para definir en **qué se basa** el cálculo (:guilabel:`Precio de venta`, " ":guilabel:`Costo`, u :guilabel:`Otras listas de precios`). Entonces podrá:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:79 msgid "Apply a percentage :guilabel:`Discount` or mark-up." msgstr "Aplicar el porcentaje de :guilabel:`Descuento` o aumento de precio." #: ../../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 "" "Agregar una :guilabel:`Tarifa adicional` (e.g., $ `5.00`) o quitar una " "cantidad fija (por ejemplo., $ `-5.00`)." #: ../../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 "" "Definir un :doc:`Método de redondeo `, esto se hace forzando " "que el precio después del :guilabel:`Descuento` sea un múltiplo del valor " "configurado. La :guilabel:`Tarifa adicional` se aplica después." #: ../../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 "" "Para que el precio final termine con `.99` configure el :guilabel:`Método de" " redondeo` a `1.00 y la :guilabel:`Tarifa adicional` a `-0.01`." #: ../../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 "" "Especifique los :guilabel:`Márgenes` mínimos (por ejemplo, $ `20.00` ) y " "máximos (por ejemplo, $ `50.00` ) de ganancia para cálculos según el " ":guilabel:`Costo`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:92 msgid "Select on which product(s) the price rule should be **applied**:" msgstr "Seleccione en qué productos debe **aplicarse** la regla de precios:" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:94 msgid ":guilabel:`All Products`" msgstr ":guilabel:`Todos los productos`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:95 msgid "a :guilabel:`Product Category`" msgstr "una :guilabel:`categoría de producto`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:96 msgid "a :guilabel:`Product`" msgstr "un :guilabel:`producto`" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:97 msgid "a :guilabel:`Product Variant`" msgstr "una :guilabel:`variante de producto`" #: ../../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 "" "Añada condiciones, por ejemplo, puede establecer un cambio de precio una vez" " que se alcance una cantidad determinada, esto se puede hacer utilizando el " "campo :guilabel:`cantidad mínima`." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Setup form to configure an advanced pricelist" msgstr "Formulario para configurar una lista de precios avanzada." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:107 msgid "Select pricelists" msgstr "Seleccione la lista de precios" #: ../../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 "" "Vaya a la :ref:`configuración específica del PdV ` y" " añada todas las listas de precios disponibles en el campo " ":guilabel:`disponible`. Después, establezca su lista de precios " "**predeterminada** en el campo :guilabel:`predeterminado`." #: ../../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 "" "Cuando abra una sesión de PdV , haga clic en el botón " "**listas de precios** y seleccione la lista de precios deseada de la lista." #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst-1 msgid "Button to select a pricelist on the POS frontend" msgstr "Botón para seleccionar una lista de precios en el frontend del PdV" #: ../../content/applications/sales/point_of_sale/pricing/pricelists.rst:120 msgid "" "Multiple pricelists must be selected for the **pricelist button** to be " "displayed." msgstr "" "Para que aparezca el **botón de lista de precios** se deben seleccionar " "varias listas de precios." #: ../../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 "" "Si se selecciona una lista de precios en un pedido del PdV y **no** se " "cumplen sus condiciones, el precio **no** se ajustará." #: ../../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 "" "También puede configurar una lista de precios para que se seleccione " "automáticamente una vez que se establezca un :ref:`cliente específico " "`. Para ello, vaya al formulario del cliente y cambie a la " "lista de precios preferida en el campo :guilabel:`lista de precios` de la " "pestaña :guilabel:`ventas y compra`." #: ../../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 "" ":ref:`Cómo utilizar listas de precios en un entorno de comercio electrónico " "`" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:3 msgid "Receipts and invoices" msgstr "Recibos y facturas" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:6 msgid "Receipts" msgstr "Recepciones" #: ../../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 "" "Puede configurar los recibos en :menuselection:`Punto de venta --> " "Configuración --> Punto de venta`, seleccione un PdV y baje a la sección " ":guilabel:`facturas y recibos`." #: ../../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 "" "Para personalizar el **encabezado** y el **pie de página**, active la " "función :guilabel:`encabezado y pie de página` y complete ambos campos con " "la información que se debe imprimir en los recibos." #: ../../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 "" "Para **imprimir recibos** de forma automática en cuanto se registre el pago," " habilite el ajuste :guilabel:`impresión automática del recibo`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "POS receipt" msgstr "Recibo de PdV" #: ../../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 "Volver a imprimir un recibo" #: ../../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 "" "En la interfaz de PdV, haga clic en :guilabel:`órdenes`, abra el menú " "desplegable de selección que se encuentra al lado de la barra de búsqueda y " "cambie el filtro predeterminado :guilabel:`todas las órdenes activas` a " ":guilabel:`pagada`. Después, seleccione la orden correspondiente y haga clic" " en :guilabel:`imprimir recibo`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "Print receipt button from the backend" msgstr "Botón de imprimir recibo desde el 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 "" "Puede filtrar la lista de órdenes mediante la barra de búsqueda. Escriba su " "referencia y haga clic en :guilabel:`número de recibo`, :guilabel:`fecha` o" " :guilabel:`cliente`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:40 msgid "Invoices" msgstr "Facturas" #: ../../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 "" "El Punto de venta le permitirá emitir e imprimir facturas para " ":ref:`clientes registrados ` una vez que se realice el pago; " "también podrá obtener todas las facturas antiguas." #: ../../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 "" "Una factura creada en el Punto de venta creará un asiento en el :ref:`diario" " bancario ` que haya :ref:`configurado " "`." #: ../../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 "" "Para definir qué diarios se usarán para un PdV en específico, vaya a los " "ajustes de :ref:`PdV' y baje a la sección de contabilidad. Ahí podrá " "determinar los diarios contables que se usarán por defecto para las órdenes " "y las facturas en la sección :guilabel:`Diarios predeterminados`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "accounting section in the POS settings" msgstr "sección de contabilidad en los ajustes del punto de venta" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:63 msgid "Invoice a customer" msgstr "Facturar a un cliente" #: ../../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 "" "Al procesar el pago, haga clic en :guilabel:`Factura` bajo el nombre del " "cliente para emitir una factura para esa orden." #: ../../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 "" "Seleccione el método de pago y haga clic en :guilabel:`validar`. La " "**factura** se emite de forma automática y se puede descargar o imprimir de " "inmediato." #: ../../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 "" "Para poder emitir una factura, debe seleccionar a un :ref:`cliente " "`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:75 msgid "Retrieve invoices" msgstr "Obtener facturas" #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:77 msgid "To retrieve invoices from the **POS dashboard**," msgstr "" "Siga los siguientes pasos para obtener las facturas desde el **tablero de " "PdV**:" #: ../../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 "" "Acceda a todas las ordenes realizadas en su PdV en :menuselection:`Punto de" " venta --> Órdenes --> Órdenes`;" #: ../../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 "" "Para obtener la factura de una orden, abra el **formulario de la orden** " "seleccione la orden y haga clic en :guilabel:`factura`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "invoice smart button from an order form" msgstr "Botón inteligente de factura en el formulario de una orden" #: ../../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 "" "Puede identificar las **órdenes facturadas** porque la columna " ":guilabel:`estado` indica que su estado es :guilabel:`facturada`." #: ../../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 "" "Puede filtrar la lista de órdenes por facturar al hacer clic en " ":guilabel:`filtros` y :guilabel:`facturada`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst:94 msgid "QR codes to generate invoices" msgstr "Códigos QR para generar facturas" #: ../../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 "" "Los clientes pueden solicitar una factura mediante el escaneo de un **código" " QR** impreso en su recibo. Al escanearlo, deben completar un formulario con" " su información de facturación y hacer clic en :guilabel:`obtener mi " "factura`. Por un lado, hacer esto genera una factura disponible para " "descarga. Por otro lado, el estado de la orden en el backend de Odoo cambia " "de :guilabel:`pagada` o :guilabel:`publicada` a :guilabel:`facturada`." #: ../../content/applications/sales/point_of_sale/receipts_invoices.rst-1 msgid "order status change" msgstr "Cambio en el estado de la orden" #: ../../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 "" "Para utilizar esta función debe habilitar los códigos QR en los recibos en " ":menuselection:`Punto de venta --> Configuración --> Ajustes`. Luego, " "seleccione el PdV en el campo :guilabel:`punto de venta`, baje a la sección " ":guilabel:`facturas y recibos` y habilite la función :guilabel:`utilizar " "código QR en el recibo`." #: ../../content/applications/sales/point_of_sale/reporting.rst:3 msgid "Reporting" msgstr "Reportes" #: ../../content/applications/sales/point_of_sale/reporting.rst:6 msgid "View statistics" msgstr "Ver estadísticas" #: ../../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 "" "Para acceder a sus estadísticas, vaya a: :menuselection:`Punto de venta --> " "Reportes --> Órdenes`. También puede acceder desde el **tablero de PdV**, " "solo haga clic en el botón con los tres puntos verticales (:guilabel:`⋮`), " "presione :guilabel:`Reportes` y, por último, :guilabel:`Órdenes`." #: ../../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 "" "Estas estadísticas están disponibles en una vista de gráfico o tabla " "dinámica que puede filtrar o agrupar según sus necesidades." #: ../../content/applications/sales/point_of_sale/restaurant.rst:5 msgid "Restaurant features" msgstr "Funciones para restaurantes" #: ../../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 "" "Gestionar un restaurante o bar implica necesidades específicas. La " "aplicación Punto de venta brinda varias funciones que permiten realizar " "todas las tareas necesarias en este tipo de empresas." #: ../../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 "" "Una vez que el PdV está configurado para utilizarse en un restaurante o bar," " puede:" #: ../../content/applications/sales/point_of_sale/restaurant.rst:12 msgid "" ":doc:`organize your floors and tables to reflect your interior " "`;" msgstr "" ":doc:`organizar sus pisos y mesas para que reflejen su diseño de interiores " "`," #: ../../content/applications/sales/point_of_sale/restaurant.rst:13 msgid ":ref:`take orders `;" msgstr ":ref:`tomar órdenes `;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:14 msgid "" ":doc:`communicate with the kitchen or the bar through the POS " "`;" msgstr "" ":doc:`comunicarse con la cocina o el bar mediante el PdV " "`;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:15 msgid "" ":doc:`print bills in advance and split them `;" msgstr "" ":doc:`imprimir cuentas por adelantado y dividirlas " "`;" #: ../../content/applications/sales/point_of_sale/restaurant.rst:16 msgid ":doc:`collect tips `; and" msgstr ":doc:`recibir propinas ` y" #: ../../content/applications/sales/point_of_sale/restaurant.rst:17 msgid "" ":doc:`set different taxes for takeaway food `." msgstr "" ":doc:`establecer impuestos diferentes para comida para " "llevar`." #: ../../content/applications/sales/point_of_sale/restaurant.rst:22 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 "" "Para activar las funciones de bar o restaurante, vaya a " ":menuselection:`Punto de venta --> Configuración --> Ajustes`, seleccione el" " PdV y active la función :guilabel:`es un bar/restaurante`." #: ../../content/applications/sales/point_of_sale/restaurant.rst:25 msgid "" "These features are displayed in the :guilabel:`Restaurant & Bar` section." msgstr "Estas funciones aparecen en la sección :guilabel:`restaurante y bar`." #: ../../content/applications/sales/point_of_sale/restaurant.rst-1 msgid "restaurant and bar-specific features" msgstr "Funciones de restaurante y bar" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:3 msgid "Bills" msgstr "Facturas" #: ../../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 "" "Una de las prácticas más comunes en restaurantes o bares es pedir la cuenta " "antes del pago, o dividirla según los artículos ordenados. El PdV de Odoo " "cuenta con dos funciones para realizar estas tareas con facilidad: " "**impresión de la cuenta** y **separación de cuenta**." #: ../../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 "" "Para activar estas funciones, vaya a :menuselection:`Punto de venta --> " "Configuración --> Ajustes`, seleccione el PdV y active las funciones " ":guilabel:`impresión anticipada de recibos` y :guilabel:`permitir separación" " de la cuenta` en la sección :guilabel:`restaurante y 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 "" "Activar las funciones de impresión y separación de cuentas en los ajustes de" " PdV" #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:21 msgid "Bill printing" msgstr "Impresión de la cuenta" #: ../../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 "" "En una sesión abierta, haga clic en :menuselection:`Cuenta --> Imprimir` en " "cualquier momento para generar e imprimir una cuenta." #: ../../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 "" "La cuenta impresa **no** es la final y se actualizará para reflejar " "cualquier cambio en la orden." #: ../../content/applications/sales/point_of_sale/restaurant/bill_printing.rst:30 msgid "Bill splitting" msgstr "Dividir la cuenta" #: ../../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 "" "En una sesión abierta, haga clic en :guilabel:`dividir` para seleccionar los" " artículos a reagrupar. Una vez que todo está seleccionado, haga clic en " ":guilabel:`pago` y realice el cobro de estos artículos. Repita el proceso " "con cada persona." #: ../../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 "" "Cuando vuelva a la mesa, los artículos seleccionados ya no estarán en la " "orden porque ya se pagaron." #: ../../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 "" "La función está disponible en cuanto se ordenan por lo menos dos artículos." #: ../../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 management" msgstr "Gestión de pisos y mesas" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:6 msgid "Add a floor" msgstr "Agregar un piso" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:8 msgid "" "Once your *Point of Sale* has been configured, select *Table Management* " "under :menuselection:`Point of Sale --> Configuration --> Point of Sale`. " "Then, click on *Floors* to create and name your floor and tables." msgstr "" "Una vez que configuró su *Punto de venta*, seleccione *Gestión de mesas* en " ":menuselection:`Punto de venta --> Configuración --> Punto de venta`. Haga " "clic en *Pisos* para crear y darle nombre a sus pisos y mesas." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "" "View of the table management feature. Way to manage and create floors for a " "pos" msgstr "Vista de la función de gestión de mesas. Creación de pisos en un PdV" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "" "Backend view of a restaurant floor. Table name and number of sits for each " "table" msgstr "" "Vista en el backend de un piso de restaurante. Nombre de mesa y número de " "asientos para cada mesa" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:21 msgid "Don’t forget to link your floor to your point of sale." msgstr "No olvide vincular su piso con su punto de venta." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:24 msgid "Add tables" msgstr "Agregar mesas" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:26 msgid "" "To add tables, you can also open your PoS interface to see your floor(s)." msgstr "" "Para agregar mesas, puede abrir la interfaz de su PdV para ver sus pisos." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the floors menu to manage several floors at the same time" msgstr "Vista del menú de pisos para gestionar varios a la vez" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:33 msgid "" "Then, click on *Edit Mode* (pencil icon on the upper right corner) to be " "allowed to create, move, modify tables, etc." msgstr "" "Haga clic en el *Modo de edición* (el icono de lápiz en la esquina superior " "derecha) para poder crear, mover y modificar mesas, entre otras cosas." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "" "View of the floor management. Add tables, the number of sits, their name and" " their shape" msgstr "" "Vista de la gestión de piso. Se pueden agregar mesas, el número de asientos," " su nombre y forma." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:41 msgid "" "To make your table easier to be found, you can rename them, change their " "shape, size or even color. It is also possible to add the maximum number of " "sits the table can have." msgstr "" "Para facilitar el encontrar su mesa, puede cambiar su nombre, forma, tamaño " "o incluso color. También es posible agregar el número máximo de asientos que" " una mesa puede tener." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:48 msgid "Register your table(s) orders" msgstr "Registrar las órdenes de sus mesas" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:50 msgid "" "To register an order, click on the respective table. By doing so, you are " "taken to your main interface." msgstr "" "Para registrar una orden, haga clic en la mesa correspondiente. Hacer esto " "lo lleva a la interfaz principal." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the pos interface to register orders" msgstr "Vista de la interfaz de PdV para registrar órdenes" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:58 msgid "Transfer customer(s)" msgstr "Transferir clientes" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:60 msgid "" "If your customers want to move to another table after they already ordered, " "use the transfer button. This way, the order is also moved to the new table." msgstr "" "Si sus clientes desean moverse a otra mesa después de que ordenaron, use el " "botón de transferir. De esta forma su orden se mueve con ellos a la nueva " "mesa." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:64 msgid "To do so, select the table your customer is currently on." msgstr "Para hacerlo, seleccione la mesa en la que se encuentra su cliente." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the restaurant tables, one having a pending order" msgstr "" "Vista de las mesas del restaurante, una mesa tiene una orden pendiente" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:70 msgid "" "Now, click on the transfer button and select the table to which you are " "transferring your customer." msgstr "" "Luego haga clic en el botón de Transferir y seleccione la mesa a la que " "desea transferir al cliente." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "" "View of the pos interface and transfer button. How to transfer customers from one table\n" "to another" msgstr "" "Vista de la interfaz de PdV y el botón de transferir. Cómo transferir clientes de una mesa\n" "a otra" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:79 msgid "Register an additional order" msgstr "Registrar una orden adicional" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:81 msgid "" "When registering an order, use the + button to simultaneously proceed to " "another one." msgstr "" "Al registrar una orden, use el botón de + para pasar simultáneamente a otra." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:84 msgid "" "Then, you can shift between your orders and process the payment when needed." msgstr "" "Posteriormente, puede cambiar entre sus órdenes y procesar el pago cuando " "sea necesario." #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst-1 msgid "View of the - button, allowing employees to close/remove an order" msgstr "" "Vista del botón +, lo que permite a los empleados abrir o agregar una orden" #: ../../content/applications/sales/point_of_sale/restaurant/floors_tables.rst:92 msgid "The - button allows you to remove the order you are currently on." msgstr "El botón de - le permite eliminar la orden en la que se encuentra." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:3 msgid "Orders printing" msgstr "Impresión de órdenes" #: ../../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 "" "Integrar impresoras en el flujo de trabajo de un restaurante o bar puede " "mejorar la comunicación y colaboración entre los equipos frente y tras " "mostrador, lo que lleva a un servicio más ágil y eficiente. " #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:15 msgid "Enable and create printers" msgstr "Habilitar y crear impresiones" #: ../../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 "" "Para habilitar el envío de órdenes a una impresora en la cocina o bar, vaya " "a :menuselection:`Punto de venta --> Configuración --> Ajustes`, baje a la " "sección :guilabel:`Restaurante y bar` y habilite la función " ":guilabel:`impresoras de cocina`. Escriba un nombre para la impresora en el " "campo :guilabel:`impresoras` y haga clic en :guilabel:`crear y editar...` " "para abrir un formulario de configuración." #: ../../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 "" "Para obtener una lista de todas las impresoras que se han creado o para " "modificar una impresora existente, haga clic en :guilabel:`--> Impresoras` y" " seleccione la impresora que desea editar para abrir su formulario de " "configuración." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "settings to enable the kitchen printers" msgstr "Habilitar las impresoras de cocinas en los ajustes." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:32 msgid "Setup form" msgstr "Formulario de configuración" #: ../../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 "" "En el :ref:`formulario de configuración `, " "seleccione el :guilabel:`tipo de impresora` según su instalación:" #: ../../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 "" "Si su impresora está conectada a una caja IoT, seleccione " ":guilabel:`utilizar una impresora conectada a la caja IoT` y seleccione el " "dispositivo en el campo :guilabel:`dispositivo IoT`." #: ../../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 "" "Si utiliza una impresora Epson que no necesita una caja IoT, seleccione " ":guilabel:`use una impresora Epson` e introduzca la dirección IP de la " "impresora en el campo :guilabel:`dirección IP de la impresora Epson`." #: ../../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 "" "Configure su impresora para imprimir productos específicos según su " "categoría de PdV. Para hacerlo, haga clic en :guilabel:`agregar una línea` " "en el campo :guilabel:`categorías de producto imprimidas`. Si deja este " "campo en blanco, todos los productos se envían a la impresora sin importar " "su categoría de PdV." #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst-1 msgid "setup form to configure a kitchen printer" msgstr "Formulario de configuración de una impresora de cocina" #: ../../content/applications/sales/point_of_sale/restaurant/kitchen_printing.rst:56 msgid "Print orders" msgstr "Imprimir órdenes" #: ../../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 "" "En una sesión abierta, empiece a tomar órdenes y haga clic en " ":guilabel:`ordenar` para enviarla al bar o la cocina." #: ../../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 "" "Botón de ordenar en la interfaz de usuario del PdV para enviar órdenes a la " "cocina o bar." #: ../../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 "" "Cuando se pueden imprimir productos, estos aparecen en color verde en el " "carrito, y el botón \"ordenar\" también cambia a verde." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:3 msgid "Tips" msgstr "Propinas" #: ../../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 "" "Dar propina es una prática habitual en varios países. El punto de venta " "permite dar propinas en :ref:`tiendas `, :doc:`bares " "<../restaurant>`, o :doc:`restaurantes <../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 "" "Para recibir propinas en su PdV, active la función :guilabel:`propinas` en " ":menuselection:`Punto de venta --> Configuración --> Ajustes`. En la parte " "superior de la página seleccione el PdV en el que desea activar las " "**propinas**, baje a la sección :guilabel:`pago` y seleccione la opción " ":guilabel:`propinas`. Una vez que habilite la función, agregue un " ":guilabel:`producto de propina` en el campo correspondiente y guarde. El " "producto designado se utilizará como referencia en los recibos de los " "clientes." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "enable tips in a POS" msgstr "Habilitar las propinas en un PdV" #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:25 msgid "Tip products" msgstr "Productos de propina" #: ../../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 "" "Puede crear **productos de propina** en cualquier momento. Para hacerlo, " "ingrese un nombre de producto en el campo :ref:`producto de propina " "` y haga clic en :guilabel:`crear` o presione **enter**. El " "producto se configura de forma automática para usarse como propina en la " "pantalla de pago." #: ../../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 "" "Sin embargo, si quiere poder seleccionar el producto de propina en una " "sesión de PdV, debe activar el ajuste **disponible en PdV**. Para hacerlo, " "haga clic en :guilabel:`crear y editar...` para abrir el formulario de " "configuración del producto. Después, vaya a la pestaña :guilabel:`ventas`, " "seleccione la casilla :guilabel:`disponible en PdV`y haga clic en " ":guilabel:`guardar y cerrar`." #: ../../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 "" "Cuando cree un producto que se utilizará como propina, configure el **tipo " "de producto** como :guilabel:`consumible` para evitar movimientos de " "inventario innecesarios." #: ../../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 "" "Solo puede seleccionar un producto de propina por PdV, pero puede elegir uno" " distinto para cada uno." #: ../../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 "Propinas mediante una terminal Adyen" #: ../../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 "" "Si utiliza una terminal de pago de :doc:`Adyen <../payment/adyen>` y quiere " "habilitar las **propinas** en ella, seleccione la opción :guilabel:`Agregar " "propina a través de la terminal de pago (Adyen)` en los :ref:`ajustes de " "propinas `." #: ../../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 "Propina después del pago" #: ../../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 "" "Si utiliza un sistema de PdV en un bar o restaurante, puede habilitar la " "función :guilabel:`agregar propina después del pago (específico para " "Norteamérica)`. Hacer esto genera una cuenta para imprimir y que el cliente " "y el mesero deben completar de forma manual. La cuenta indica el valor de la" " propina que el cliente elige dar después del pago." #: ../../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 "" "Para usar esta función, el método de pago seleccionado debe tener atribuido " "un diario bancario." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst:59 msgid "Add tips" msgstr "Agregar propinas" #: ../../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 "" "Para agregar una propina a una orden, :ref:`acceda a la pantalla de pago " "` y haga clic en :guilabel:`♥ Propina`. Después, introduzca el " "importe de la propina, haga clic en :guilabel:`Confirmar` para validarla, " "finalmente procese el pago." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tip popup window" msgstr "Ventana emergente de propina" #: ../../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 "" "Un método alterno es seleccionar el :ref:`producto de propina `" " en la interfaz del PdV para agregarlo al carrito. Cuando lo selecciona el " "producto se establece de forma automática como una propina, y su valor " "predeterminado es igual a su **precio de venta**." #: ../../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 "" "Durante el pago, seleccione **Adyen** como la terminal de pago y haga clic " "en :guilabel:`enviar` para enviar la solicitud de pago al dispositivo. Se le" " solicita a los clientes introducir el importe deseado de propina en la " "pantalla de la terminal antes de continuar al pago." #: ../../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 "" "En el pago, seleccione un método de pago con tarjeta y haga clic en " ":guilabel:`cerrar pestaña`. Hacer esto genera una cuenta que el cliente debe" " completar." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "tipping bill after payment to complete by customers" msgstr "" "Propina posterior al pago en una cuenta que los clientes deben completar" #: ../../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 "" "En la siguiente pantalla, haga clic en el porcentaje (:guilabel:`15%`, " ":guilabel:`20%`, :guilabel:`25%`), :guilabel:`sin propina`, o introduzca el " "importe de propina que el cliente elige pagar. Luego, haga clic en " ":guilabel:`pagado` para avanzar a la siguiente orden." #: ../../content/applications/sales/point_of_sale/restaurant/tips.rst-1 msgid "screen to select a tip amount to collect after payment" msgstr "" "Pantalla para seleccionar un importe de propina que se cobrará después del " "pago" #: ../../content/applications/sales/point_of_sale/shop.rst:5 msgid "Shop features" msgstr "Funciones de tienda" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:3 msgid "Barcodes" msgstr "Códigos de barras" #: ../../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 "" "Usar un lector de códigos de barras para procesar las órdenes de su punto de" " venta aumenta la eficiencia a la hora de ofrecer un servicio al cliente más" " rápido. Puede usar un lector de código de barras tanto para escanear " "productos como para registrar a empleados en una sesión de PdV." #: ../../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 "" "Para usar un lector de códigos de barras, primero debe habilitar la función " "en la aplicación Inventario. Vaya a :menuselection:`Inventario --> " "Configuración --> Ajustes` y en la sección :guilabel:`código de barras` " "seleccione la opción :guilabel:`lector de código de barras` y guarde." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst-1 msgid "barcode setting in the Inventory application" msgstr "Ajustes de códigos de barras en la aplicación Inventario" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:21 msgid "" ":doc:`Set up a barcode scanner " "`" msgstr "" ":doc:`Configurar un lector de código de barras " "`" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:22 msgid "" ":doc:`Activate barcode scanners " "`" msgstr "" ":doc:`Activar lectores de códigos de barra " "`" #: ../../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 "" "Una vez que habilite la función de códigos de barras en **Inventario**, " "puede usarla en la aplicación **Punto de venta** con productos que tengan un" " número de código de barras asignado." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:28 msgid "Assign barcodes" msgstr "Asignar códigos de barras" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:31 msgid "To your products" msgstr "A productos" #: ../../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 "" "Para poder usar esta función en PdV sus productos deben tener códigos de " "barras asignados. Para hacerlo, vaya a :menuselection:`Punto de venta --> " "Productos --> Productos` y abra el **formulario de un producto**. Agregue un" " número de código de barras en el campo :guilabel:`código de barras` en la " "pestaña :guilabel:`información general`." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:38 msgid "To your employees" msgstr "A empleados" #: ../../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 "" "Para asignarle un número de identificación a un empleado, vaya a la " "aplicación **Empleados** y abra el **formulario del empleado**. Elija un " "número de identificación para el empleado y complete el campo " ":guilabel:`código NIP` en la pestaña :guilabel:`ajustes de RR. HH.`." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:45 msgid "Use barcodes" msgstr "Usar códigos de barras" #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:48 msgid "Scan products" msgstr "Escanear productos" #: ../../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 "" "Escanee el código de barras de un producto con un lector de códigos de " "barras. Hacer esto agrega el producto directamente al carrito. Para cambiar " "la cantidad, escanee un producto las veces que sea necesario, o haga clic en" " :guilabel:`cant.` e introduzca el número de productos mediante el teclado." #: ../../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 "" "También puede introducir de forma manual el código de barras en la barra de " "búsqueda para buscar el producto. Solo haga clic en él para agregarlo al " "carrito." #: ../../content/applications/sales/point_of_sale/shop/barcode.rst:58 msgid "Log employees" msgstr "Registrar empleados" #: ../../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 "" "También puede utilizar un lector de códigos de barras para registrar a sus " "empleados. Para hacerlo, :ref:`restrinja el acceso " "` al PdV y :ref:`utilice los códigos de barras" " para que sus empleados inicien sesión ` en su PdV." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:3 msgid "Sales orders" msgstr " Orden de venta" #: ../../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 "" "Al trabajar en venta minorista, tal vez necesite ordenar productos " "directamente desde su punto de venta. Por fortuna, la aplicación Punto de " "venta de Odoo está totalmente integrada con la aplicación Ventas, lo que " "significa que puede crear una orden de venta y pagarla directamente desde su" " punto de venta." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:10 msgid "Select a sales order" msgstr "Seleccionar una orden de venta" #: ../../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 "" "Desde la aplicación **Punto de venta**, abra una nueva sesión. " "Posteriormente, haga clic en :guilabel:`Cotizaciones/Órdenes` para obtener " "la lista completa de cotizaciones y órdenes de venta creadas en la " "aplicación Ventas." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "Quotations and sales order button on the Point of Sale interface" msgstr "" "Botón de cotizaciones y órdenes de venta en la interfaz de Punto de venta" #: ../../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 "" "Para facilitar encontrar la orden de venta correcta, puede filtrarla lista " "según el **cliente** o la **referencia de orden**. También puede establecer " "el cliente antes de hacer clic en :guilabel:`Cotizaciones/Órdenes` para " "reducir la lista a un cliente en particular." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:26 msgid "Apply a down payment or settle the order" msgstr "Aplicar un adelanto o liquidar una orden" #: ../../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 "De la lista de órdenes de venta, seleccione una para hacer un pago." #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst-1 msgid "list view of sales orders and quotations" msgstr "Vista de lista de órdenes de venta y cotizaciones" #: ../../content/applications/sales/point_of_sale/shop/sales_order.rst:34 msgid "You can either:" msgstr "Puede:" #: ../../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 "" "Liquidar la orden **parcialmente**: después de hacer clic en " ":guilabel:`Aplicar un adelanto`, introduzca el porcentaje de adelanto que " "desea cobrar al cliente. Posteriormente, haga clic en :guilabel:`De acuerdo`" " y continúe con la orden." #: ../../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 "" "Liquidar la orden **por completo**: haga clic en :guilabel:`Liquidar la " "orden` para pagarel total de la orden de venta." #: ../../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 "" "Una vez que liquide una orden de venta, el adelanto aplicado se deduce de " "forma automática del importe total." #: ../../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 "Números de serie y lotes" #: ../../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 "" "Trabajar con **números de serie** y **lotes** le permite rastrear los " "movimientos de sus productos. Cuando los productos se rastrean, el sistema " "identifica su ubicación según su último movimiento." #: ../../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 "" "Para habilitar la trazabilidad, vaya a :menuselection:`Punto de venta --> " "Productos --> Productos`. Posteriormente, seleccione un producto y marque la" " casilla de :guilabel:`Rastreo por número de serie único` o la de " ":guilabel:`Rastreo por lotes` en la pestaña de :guilabel:`Inventario`." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Enable traceability settings" msgstr "Habilitar los ajustes de trazabilidad" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:17 msgid "Serial numbers and lots importation" msgstr "Importación de números de serie y lotes" #: ../../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 "" "Puede importar números de serie en la aplicación Punto de venta. Para " "hacerlo, seleccione una **orden de venta** o una **cotización** que " "contenga productos a los que se les lleva seguimiento. Posteriormente, " "acceda a cargar los **Números de lote o de serie** vinculados a la orden de " "venta." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "Pop-up window for serial number import" msgstr "Ventana emergente para importación de números de serie" #: ../../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 "" "Los números de rastreo importados aparecen debajo de los productos " "rastreados. Puede modificarlos al hacer clic en botón de vista de lista " "junto a los productos." #: ../../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 "Creación de números de serie y lotes" #: ../../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 "" "Si un producto rastreado está disponible en su PdV, agregarlo al carrito " "abre una venta emergente en la que puede escribir o escanear el número de " "serie o de lote del producto. Para agregar más de uno del mismo producto " "rastreado, haga clic en **ingresar** para validar y empezar una nueva línea." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst-1 msgid "adding new serial and lots numbers" msgstr "Agregar nuevos números de serie y de lote" #: ../../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 "" "Cambiar la cantidad de un producto rastreado mediante el teclado numérico " "cambia el color del botón de lista de vista a rojo. Hacer clic en él agrega " "los números de serie y de lote faltantes." #: ../../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 números de lote y de serie` son :guilabel:`necesarios` en los" " productos rastreados, pero no son obligatorios. Esto significa que el no " "atribuir alguno o ninguno **no** inhabilita completar la venta." #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:59 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/serial_numbers`" #: ../../content/applications/sales/point_of_sale/shop/serial_numbers.rst:60 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/product_management/product_tracking/lots`" #: ../../content/applications/sales/rental.rst:3 msgid "Rental" msgstr "Alquiler" #: ../../content/applications/sales/rental.rst:5 msgid "**Odoo Rental** is a comprehensive solution to manage your rentals." msgstr "" "La aplicación **Alquiler de Odoo** es una solución exhaustiva para gestionar" " sus propiedades." #: ../../content/applications/sales/rental.rst:7 msgid "" "From a single view, you can send out quotations, confirm orders, schedule " "rentals, register when products are picked up and returned, and invoice your" " customers." msgstr "" "Desde una única vista, puede enviar cotizaciones, confirmar órdenes, " "programar alquileres, registrar cuándo se recolectan y devuelven los " "productos y facturar a sus clientes." #: ../../content/applications/sales/rental.rst:11 msgid "`Odoo Rental: product page `_" msgstr "" "`Alquiler de Odoo: página de producto `_" #: ../../content/applications/sales/rental.rst:12 msgid "`Odoo Tutorials: Rental `_" msgstr "" "`Tutoriales de Odoo: Alquiler `_" #: ../../content/applications/sales/rental.rst:17 msgid "Rental Pricing" msgstr "Precio de alquiler" #: ../../content/applications/sales/rental.rst:22 msgid "" "Go to :menuselection:`Rental --> Products`, select or create a product, and " "click on the product's *Rental* tab. Under *Rental Pricing*, click on *Add a" " price*. Then choose a *Unit* of time (hours, days, weeks, or months), a " "*Duration*, and a *Price*. You can add as many price lines as necessary, " "usually to give out discounts for longer rental durations." msgstr "" "Vaya a :menuselection:`Alquiler --> Productos`, seleccione o cree un " "producto y haga clic en la pestaña de *Alquiler* del producto. En *Precio de" " alquiler* haga clic en *Agregar un precio*. Posteriormente, elija una " "*unidad* de tiempo (horas, días, semanas, o meses), una *duración*, y un " "*precio*. Puede agregar tantas líneas de precio como sean necesarias, " "normalmente para dar descuentos para duraciones de alquiler más largas." #: ../../content/applications/sales/rental.rst-1 msgid "Example of rental pricing configuration in Odoo Rental" msgstr "" "Ejemplo de la configuración de precios de alquiler en la aplicación Alquiler" " de Odoo" #: ../../content/applications/sales/rental.rst:32 msgid "" "Under *Reservations*, you can add fines for any *Extra Hour* or *Extra Day*." " You can also set a *Security Time*, expressed in hours, to make the product" " temporarily unavailable between two rental orders." msgstr "" "En *Reservaciones* puede agregar multas por cualquier *hora extra* o *día " "extra*. También puede establecer un *tiempo de seguridad*, que se expresa en" " horas, para hacer que un producto no esté disponible de forma temporal " "entre dos órdenes de alquiler." #: ../../content/applications/sales/rental.rst:37 msgid "" "If you want to rent a product created outside of the Rental app, do not " "forget to tick *Can be Rented* under the product's name. By default, this " "option is ticked when you create a product directly from the Rental app." msgstr "" "Si desea rentar un producto que se creó fuera de la aplicación Alquiler, no " "olvide seleccionar la opción de *Se puede rentar*, la cual se encuentra " "debajo del nombre del producto. Esta opción se selecciona de forma " "predeterminada cuando crea un producto directamente en la aplicación " "Alquiler." #: ../../content/applications/sales/rental.rst:42 msgid "Computing" msgstr "Cálculo" #: ../../content/applications/sales/rental.rst:44 msgid "" "Odoo always uses two rules to compute the price of a product when you create" " a rental order:" msgstr "" "Odoo siempre usa dos reglas para calcular el precio de un producto cuando " "crea una orden de alquiler:" #: ../../content/applications/sales/rental.rst:46 msgid "Only one price line is used." msgstr "Solo se utiliza una línea de precio." #: ../../content/applications/sales/rental.rst:47 msgid "The cheapest line is selected." msgstr "Se selecciona la línea más barata." #: ../../content/applications/sales/rental.rst:50 msgid "Consider the following rental pricing configuration for a product:" msgstr "" "Considere la siguiente configuración de precio de alquiler para un producto:" #: ../../content/applications/sales/rental.rst:52 msgid "1 day: $100" msgstr "1 día: $100" #: ../../content/applications/sales/rental.rst:53 msgid "3 days: $250" msgstr "3 días: $250" #: ../../content/applications/sales/rental.rst:54 msgid "1 week: $500" msgstr "1 semana: $500" #: ../../content/applications/sales/rental.rst:56 msgid "" "A customer wants to rent this product for eight days. What price will they " "pay?" msgstr "" "Un cliente desea rentar este producto por ocho días. ¿Qué precio pagará?" #: ../../content/applications/sales/rental.rst:58 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 "" "Después de que se crea una orden, Odoo selecciona la segunda línea porque es" " la opción más barata. El cliente tiene que pagar '3 días' tres veces para " "cubrir los ocho días del alquiler, lo que da como resultado $750." #: ../../content/applications/sales/rental.rst:64 msgid "Customer signature" msgstr "Firma del cliente" #: ../../content/applications/sales/rental.rst:66 msgid "" "You can ask your customers to sign a rental agreement outlining the " "arrangement between you and your customers before they pick up products to " "make sure your products are returned on time and in their original " "condition. To do so, go to :menuselection:`Rental --> Configuration --> " "Settings`, activate *Digital Documents*, and *Save*." msgstr "" "Puede solicitar a sus clientes que firmen un acuerdo de alquiler que " "delimita el arreglo entre usted y sus clientes antes de que recolecten los " "productos, con el fin de asegurarse de que devuelvan sus productos a tiempo " "y en su condición original. Para hacerlo, vaya a :menuselection:`Alquiler " "--> Configuración --> Ajustes`, active la función de *Documentos digitales* " "y haga clic en *Guardar*." #: ../../content/applications/sales/rental.rst-1 msgid "Digital Documents settings in Odoo Rental" msgstr "Ajustes de documentos digitales en la aplicación Alquiler de Odoo" #: ../../content/applications/sales/rental.rst:76 msgid "" "This feature requires the :doc:`Sign <../finance/sign>` app. If necessary, " "Odoo installs it after activating *Digital Documents*." msgstr "" "Esta función necesita la aplicación :doc:`Firma <../finance/sign>`. Si es " "necesario, Odoo la instala después de activar los *documentos digitales*." #: ../../content/applications/sales/rental.rst:79 msgid "" "Once the app settings are saved, you have the option to change the default " "*Rental Agreement* from the dropdown menu. You can pick any document already" " uploaded to the *Sign* app, or upload a new one to the *Sign* app by " "clicking on *Upload Template*." msgstr "" "Una vez que guarde los ajustes de la aplicación, tiene la opción de cambiar " "el *acuerdo de alquiler* predeterminado en el menú desplegable. Puede elegir" " cualquier documento que haya subido a la aplicación *Firma*, o puede subir " "uno nuevo a *Firma* al hacer clic en *Subir plantilla*." #: ../../content/applications/sales/rental.rst:83 msgid "" "To request a customer signature, select a confirmed rental order, click on " "*Sign Documents*, choose the document template and click on *Sign Documents*" " again. On the next window, select your customer and click on *Sign Now* to " "start the signing process with your customer. Once the document is " "completed, click on *Validate & Send Completed Document*." msgstr "" "Para solicitar una firma de cliente, seleccione una orden de alquiler " "confirmada, haga clic en *Firmar documentos*, elija la plantilla de " "documento y vuelva a hacer clic en *Firmar documentos*. En la siguiente " "ventana, seleccione su cliente y haga clic en *Firmar ahora* para iniciar el" " proceso de firma de su cliente. Una vez que se complete el documento, haga " "clic en *Validar y enviar documento completo*." #: ../../content/applications/sales/rental.rst:89 msgid "`Odoo Tutorials: Sign `_" msgstr "`Tutoriales de Odoo: Firma `_" #: ../../content/applications/sales/rental.rst:94 msgid "Pickup and Return receipt" msgstr "Recibo de recolección y devolución" #: ../../content/applications/sales/rental.rst:96 msgid "" "You can print and give your customers receipts when they pick up and/or " "return products. To do so, open any rental order, click on *Print* and " "select *Pickup and Return Receipt*. Odoo then generates a PDF detailing all " "information about the current status of the rented items: which were picked " "up, when they are expected to be returned, which were returned, and " "potential rental delay costs." msgstr "" "Puede imprimir los recibos y dárselos a sus clientes cuando recolecten o " "devuelvan sus productos. Para hacerlo, abra cualquier orden de alquiler, " "haga clic en *Imprimir* y seleccione *Recibo de recolección y devolución*. " "Odoo generará un PDF con toda la información sobre el estado actual de los " "artículos alquilados: cuáles se recolectaron, cuándo se espera su " "devolución, cuáles se devolvieron y posibles costos de retraso del alquiler." #: ../../content/applications/sales/rental.rst-1 msgid "Printing a Pickup and Return receipt in Odoo Rental" msgstr "" "Imprimir un recibo de recolección y devolución en la aplicación Alquiler de " "Odoo" #: ../../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 "" "La aplicación **Ventas de Odoo** es la que ejecuta su proceso de ventas " "(desde la cotización hasta la orden de venta) y entrega y factura lo que se " "vendió." #: ../../content/applications/sales/sales.rst:14 msgid "" "`Odoo Tutorials: Sales Tutorials `_" msgstr "" "`Tutoriales de Odoo: tutoriales de Ventas " "`_" #: ../../content/applications/sales/sales/amazon_connector.rst:5 msgid "Amazon Connector" msgstr "Conector de Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:3 msgid "Amazon Connector Features" msgstr "Funciones del conector de Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:5 msgid "" "The **Amazon Connector** synchronizes the orders between Amazon and your " "Odoo database, which reduces considerably the amount of time spent on your " "Amazon Seller Central dashboard, making your daily routine a lot easier." msgstr "" "El **conector de Amazon** sincroniza las órdenes entre Amazon y su base de " "datos de Odoo, esto hace que su rutina diaria sea más sencilla. Además, " "reduce de forma considerable la cantidad de tiempo que pasa en su tablero de" " la Central de vendedores de Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:10 msgid "Supported Features" msgstr "Funciones compatibles" #: ../../content/applications/sales/sales/amazon_connector/features.rst:12 msgid "The connector is able to:" msgstr "El conector puede:" #: ../../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 "" "Sincronizar todas las órdenes confirmadas de Amazon a Odoo (tanto FBA como " "FBM) con los artículos en ellas, lo que incluye:" #: ../../content/applications/sales/sales/amazon_connector/features.rst:17 msgid "the product’s name, description and quantity" msgstr "el nombre, descripción y cantidad de producto," #: ../../content/applications/sales/sales/amazon_connector/features.rst:18 msgid "the shipping costs for the product" msgstr "los costos de envío del producto, y" #: ../../content/applications/sales/sales/amazon_connector/features.rst:19 msgid "the gift wrapping charges" msgstr "el costo de la envoltura de regalo." #: ../../content/applications/sales/sales/amazon_connector/features.rst:21 msgid "" "Create on Odoo any missing partner related to an order (contact types " "supported: contact and delivery)." msgstr "" "Crear en Odoo cualquier usuario faltante relacionado con la orden (tipos de " "contacto compatibles: contacto y entrega)." #: ../../content/applications/sales/sales/amazon_connector/features.rst:23 msgid "" "Notify Amazon of a shipping confirmed on Odoo (FBM) in order to get paid." msgstr "" "Notificar a Amazon de un envío confirmado en Odoo (FBM) con el fin de " "cobrar." #: ../../content/applications/sales/sales/amazon_connector/features.rst:25 msgid "" "Synchronize (Odoo to Amazon) all available quantities of your products " "(FBM)." msgstr "" "Sincronizar (Odoo a Amazon) todas las cantidades disponibles de sus " "productos (FBM)." #: ../../content/applications/sales/sales/amazon_connector/features.rst:27 msgid "Support multiple seller accounts." msgstr "Tener varias cuentas de vendedor." #: ../../content/applications/sales/sales/amazon_connector/features.rst:28 msgid "Support multiple marketplaces per seller account." msgstr "Tener varios Marketplace por cuenta de vendedor." #: ../../content/applications/sales/sales/amazon_connector/features.rst:31 msgid "Fulfilled By Amazon (FBA)" msgstr "Por Amazon (FBA)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:31 msgid "Fulfilled By Merchant (FBM)" msgstr "Por el comerciante (FBM)" #: ../../content/applications/sales/sales/amazon_connector/features.rst:33 msgid "**Orders**" msgstr "**Órdenes**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:33 msgid "Synchronize shipped and canceled orders" msgstr "Sincroniza órdenes enviadas y canceladas" #: ../../content/applications/sales/sales/amazon_connector/features.rst:33 msgid "Synchronize unshipped and canceled orders" msgstr "Sincroniza órdenes sin enviar y canceladas" #: ../../content/applications/sales/sales/amazon_connector/features.rst:36 msgid "**Shipping**" msgstr "**Envío**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:36 msgid "Charges" msgstr "Cargos" #: ../../content/applications/sales/sales/amazon_connector/features.rst:37 msgid "Delivery created" msgstr "Entrega creada" #: ../../content/applications/sales/sales/amazon_connector/features.rst:39 msgid "**Gift Wrapping**" msgstr "**Envoltura de regalo**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:39 #: ../../content/applications/sales/sales/amazon_connector/features.rst:46 msgid "Handled by Amazon" msgstr "Gestionado por Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:39 msgid "Gift wrapping charges" msgstr "Costos de envoltura de regalo" #: ../../content/applications/sales/sales/amazon_connector/features.rst:40 msgid "Gift message" msgstr "Mensaje del regalo" #: ../../content/applications/sales/sales/amazon_connector/features.rst:42 msgid "**Stock Management**" msgstr "**Gestión de existencias**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:42 msgid "One stock move created per sales order item" msgstr "" "Se crea un movimiento de existencias por artículo de la orden de venta" #: ../../content/applications/sales/sales/amazon_connector/features.rst:42 msgid "Handled by the delivery" msgstr "Gestionado por la entrega" #: ../../content/applications/sales/sales/amazon_connector/features.rst:43 msgid "Products available quantity updated from Odoo to Amazon" msgstr "Cantidad actualizada de productos disponibles de Odoo a Amazon" #: ../../content/applications/sales/sales/amazon_connector/features.rst:46 msgid "**Confirmation**" msgstr "**Confirmación**" #: ../../content/applications/sales/sales/amazon_connector/features.rst:46 msgid "Notify Amazon when confirming delivery" msgstr "Notifica a Amazon al confirmar la entrega" #: ../../content/applications/sales/sales/amazon_connector/features.rst:51 msgid "" "The connector is designed to synchronize orders' data as detailed above. " "Other actions, such as downloading monthly fees reports, handling disputes, " "or issuing refunds must be managed from Amazon Seller Central, as usual." msgstr "" "Como se menciona con anterioridad, el conector está diseñado para " "sincronizar los datos de las órdenes. Otras acciones, como la descarga de " "reportes de cuotas mensuales, gestión de disputas o emisión de reembolsos, " "se deben gestionar desde Seller Central de Amazon." #: ../../content/applications/sales/sales/amazon_connector/features.rst:58 msgid "Supported Marketplaces" msgstr "Marketplaces de Amazon compatibles" #: ../../content/applications/sales/sales/amazon_connector/features.rst:60 msgid "" "The Amazon Connector supports all the current marketplaces. If a marketplace" " is not listed in your Amazon marketplaces, you can :ref:`add a new " "marketplace `." msgstr "" "El conector de Amazon es compatible con todos sus Marketplaces actuales. Si " "no aparece en la lista de Amazon puede :ref:`agregarlo `." #: ../../content/applications/sales/sales/amazon_connector/features.rst:66 #: ../../content/applications/sales/sales/amazon_connector/manage.rst:148 msgid ":doc:`setup`" msgstr ":doc:`setup`" #: ../../content/applications/sales/sales/amazon_connector/features.rst:67 #: ../../content/applications/sales/sales/amazon_connector/setup.rst:155 msgid ":doc:`manage`" msgstr ":doc:`manage`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:3 msgid "Manage Amazon orders in Odoo" msgstr "Gestionar órdenes de Amazon en Odoo" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:6 msgid "Synchronization of orders" msgstr "Sincronización de órdenes" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:8 msgid "" "Orders are automatically fetched from Amazon and synchronized in Odoo at " "regular intervals. The synchronization is based on the Amazon status: only " "orders whose status has changed since the last synchronization are fetched " "from Amazon. For **FBA** (Fulfilled by Amazon), only **Shipped** and " "**Canceled** orders are fetched. For **FBM** (Fulfilled by Merchant), the " "same is done for **Unshipped** and **Canceled** orders. For each " "synchronized order, a sales order and a customer are created in Odoo if they" " are not yet registered." msgstr "" "Las órdenes se obtienen en automático de Amazon y se sincronizan con Odoo en" " intervalos regulares. La sincronización depende del estado de Amazon: solo " "se obtienen de Amazon las órdenes cuyo estado haya cambiado desde la última " "sincronización. Para **FBA** (logística por Amazon), solo se obtienen las " "órdenes **enviadas** y **canceladas**. Para **FBM** (logística por el " "comerciante), se hace lo mismo con las órdenes **sin enviar** y " "**canceladas**. Se crea una orden de venta en Odoo y un cliente por cada " "orden sincronizada, si todavía no están registrados." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:15 msgid "" "When an order is canceled in Amazon and was already synchronized in Odoo, " "the corresponding sales order is automatically canceled in Odoo." msgstr "" "Cuando se cancela una orden en Amazon y ya se había sincronizado en Odoo, la" " orden de venta correspondiente se cancela de forma automática." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:19 msgid "" "To force the synchronization of an order whose status has not changed since " "the last synchronization, activate the :ref:`developer mode `, navigate to your Amazon account and modify the date under " ":menuselection:`Orders Follow-up --> Last Order Sync`. Pick a date anterior " "to the last status change of the order that you wish to synchronize and " "save." msgstr "" "Para forzar la sincronización de una orden cuyo estado no ha cambiado desde " "la última sincronización, active el :ref:`modo de desarrollador `, vaya a su cuenta de Amazon y modifique la fecha en " ":menuselection:`Seguimiento de órdenes --> Sincronización de la última " "orden`. Elija una fecha anterior al último cambio de estado de la orden que " "desea sincronizar y guarde." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:25 msgid "" "To synchronize immediately the orders of your Amazon account switch to " ":ref:`developer mode `, head to your Amazon account and " "click on **SYNC ORDERS**. The same can be done with pickings by clicking on " "**SYNC PICKINGS**." msgstr "" "Para sincronizar de inmediato las órdenes de su cuenta de Amazon, cambie al " ":ref:`modo de desarrollador `, diríjase a su cuenta de " "Amazon y haga clic en **SINCRONIZAR ÓRDENES**. Puede hacer lo mismo con las " "recolecciones al hacer clic en **SINCRONIZAR RECOLECCIONES**." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:30 msgid "Manage deliveries in FBM" msgstr "Gestionar entregas en FBM" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:32 msgid "" "When a **FBM** (Fulfilled by Merchant) order is synchronized in Odoo, a " "picking is created along with the sales order and the customer. You can " "either ship all the ordered products to your customer at once or ship " "products partially by using backorders." msgstr "" "Cuando se sincroniza en Odoo una orden **FBM** (logística por el " "comerciante), se crea una recolección junto a la orden de venta y el " "cliente. Puede enviar todos los productos que ordenó su cliente a la vez o " "de forma parcial mediante las órdenes parciales." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:36 msgid "" "When a picking related to the order is confirmed, a notification is sent to " "Amazon who will, in turn, notify the customer that the order (or a part of " "it) is on its way." msgstr "" "Cuando se confirma una recolección relacionada con la orden, se envía una " "notificación a Amazon que, a su vez, notificará al cliente que la orden (o " "parte de ella) va en camino." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:40 msgid "" "Amazon requires to provide a tracking reference with each delivery. You'll " "need to assign a carrier. If the carrier doesn't automatically provide a " "tracking reference, you'll need to set one manually. This concerns all " "marketplaces." msgstr "" "Amazon requiere que se proporcione una referencia de seguimiento con cada " "entrega. Debe asignar a un transportista y si el transportista no " "proporciona la referencia de seguimiento de forma automática, deberá " "establecer una manualmente. Esto aplica para todos los marketplaces." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:45 msgid "" "If your chosen carrier isn't one supported by Odoo, you can still create a " "carrier bearing its name (e.g. create a carrier named `Colissimo`). This " "name is case insensitive, but be careful about typos, as Amazon won't " "recognize them." msgstr "" "Si el transportista que eligió no es compatible con Odoo, puede crear uno " "con su nombre (por ejemplo, cree un transportista con el nombre " "`Colissimo`). Este nombre no distingue entre mayúsculas y minúsculas, pero " "tenga cuidado con los errores, ya que Amazon no los reconocerá." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:48 msgid "" "Create a delivery carrier named `Self Delivery` to inform Amazon that you " "make your own deliveries. You still have to enter a tracking reference." msgstr "" "Cree un transportista con el nombre `Autoentrega` para informar a Amazon que" " realiza sus propias entregas. Aún así, debe introducir una referencia de " "rastreo." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:50 msgid "" "Keep in mind that the customer is notified by email about the delivery, and " "the carrier and tracking reference are displayed in the email to the " "customer." msgstr "" "Tenga en cuenta que al cliente se le notifica de la entrega a través de " "correo electrónico. Además, el transportista y la referencia de rastreo " "aparecen en el correo electrónico al cliente." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:54 msgid "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" msgstr "" ":doc:`/applications/inventory_and_mrp/inventory/shipping_receiving/setup_configuration/third_party_shipper`" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:59 msgid "Manage errors when synchronizing deliveries" msgstr "Gestionar los errores al sincronizar las entregas" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:61 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 "" "Algunas veces, Amazon puede no procesar correctamente toda la información " "enviada por Odoo. En este caso, Odoo envía un correo electrónico con una " "lista de todos los envíos que fallaron y los errores que Amazon envió. Estos" " envíos se marcan con una etiqueta que dice: :guilabel:`Falló la " "sincronización con Amazon`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:65 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 "" "Normalmente se puede corregir el error directamente en el backend de Amazon " "o en Odoo. Si decide corregir el problema en Odoo, sincronice de nuevo el " "envío utilizando el botón :guilabel:`Volver a intentar la sincronización con" " Amazon`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:69 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 "" "Puede suceder que Odoo reciba una notificación de Amazon indicando que no se" " procesó cierta información de entrega, pero sin especificar qué envíos se " "vieron afectados. En ese caso, se considerará que todos los envíos en estado" " desconocido no se sincronizaron. Una vez que Odoo reciba una notificación " "de Amazon que diga que se procesó un envío, su etiqueta cambiará a " ":guilabel:`sincronizado con Amazon`. Para acelerar este proceso desde su " "cuenta de Amazon, haga clic en :guilabel:`sincronizar pedidos` para " "sincronizar manualmente estos pedidos, o haga clic en :guilabel:`recuperar " "pedido` e introduzca la referencia del pedido de Amazon correspondiente." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:78 msgid "Follow deliveries in FBA" msgstr "Seguimiento de entregas en FBA" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:80 msgid "" "When a **FBA** (Fulfilled by Amazon) order is synchronized in Odoo, a stock " "move is recorded for each sales order item so that it is saved in your " "system. Inventory managers can find such moves in :menuselection:`Inventory " "--> Reporting --> Product Moves`. They pick up products in a specific " "inventory location called **Amazon**. This location represents your stock in" " Amazon's warehouses and allows you to manage the stock of your products " "under the FBA program." msgstr "" "Cuando se sincroniza una orden **FBA** (logística por Amazon) con Odoo, se " "registra un movimiento de existencias por cada artículo de la orden de venta" " que esté guardado en su sistema. Los gerentes de inventario pueden " "encontrar dichos movimientos en :menuselection:`Inventario --> Reportes --> " "Movimientos de productos`. Recolectan productos en una ubicación de " "inventario específica con el nombre **Amazon**, esta ubicación representa " "sus existencias en los almacenes de Amazon y le permite gestionar las " "existencias de sus productos en el programa FBA." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:87 msgid "" "To follow your Amazon (FBA) stock in Odoo, you can make an inventory " "adjustment after replenishing it. You can also trigger an automated " "replenishment from reordering rules on the Amazon location." msgstr "" "Para seguir sus existencias de Amazon (FBA) en Odoo, puede hacer un ajuste " "de inventario después de reabastecerlas. También puede activar un " "reabastecimiento automatizado desde las reglas de reordenamiento en la " "ubicación de Amazon." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:92 msgid "" "The Amazon location is configurable by Amazon account managed in Odoo. All " "accounts of the same company use the same location by default. It is however" " possible to follow the stock by marketplace. First, remove the marketplace " "for which you want to follow the stock separately from the list of " "synchronized marketplaces. Then, create another registration for this " "account and remove all marketplaces, except the one to isolate from the " "others. Finally, assign another stock location to the second registration of" " your account." msgstr "" "La ubicación de Amazon se puede configurar por la cuenta de Amazon que se " "gestiona en Odoo. Todas las cuentas de la misma empresa utilizan la misma " "ubicación de forma predeterminada. Sin embargo, es posible seguir las " "existencias por mercado. Primero, elimine el mercado para el que desea " "seguir las existencias por separado de la lista de mercados sincronizados. A" " continuación, cree otro registro para esta cuenta y elimine todos los " "mercados, excepto el que desea aislar de los demás. Por último, asigne otra " "ubicación de existencias al segundo registro de su cuenta." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:100 msgid "Issue invoices and register payments" msgstr "Emitir facturas y registrar pagos" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:103 msgid "Issue invoices" msgstr "Emitir facturas" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:105 msgid "" "Sending invoices to Amazon customers directly from Odoo is not feasible due " "to Amazon's policy of not sharing customer email addresses. Instead, it is " "possible to manually upload the invoices generated on Odoo to the Amazon " "backend." msgstr "" "No es posible enviar facturas a los clientes de Amazon desde Odoo debido a " "la política de Amazon de no compartir las direcciones de correo electrónico " "de los clientes. Sin embargo, puede cargar manualmente las facturas " "generadas en Odoo al backend de Amazon." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:109 msgid "" "In addition, for your B2B clients, it is currently required to manually " "retrieve VAT numbers from the Amazon backend before creating the invoice in " "Odoo." msgstr "" "Además, para sus clientes B2B, debe obtener el NIF de forma manual desde el " "backend de Amazon antes de crear la factura en Odoo." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:113 msgid "Register payments" msgstr "Registrar pagos" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:115 msgid "" "As customers pay Amazon as an intermediary, creating a dedicated *Bank* " "journal (for example, named `Amazon payments`) with a dedicated *Bank and " "Cash* intermediary account is recommended." msgstr "" "Como los clientes pagan a Amazon como intermediario, es recomendable que " "cree un diario *bancario* (con el nombre `Pagos de Amazon`, por ejemplo) con" " una cuenta intermediaria *bancaria y de efectivo* específica." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:118 msgid "" "In addition, as Amazon makes a single monthly payment, selecting all the " "invoices linked to a single payment is necessary when registering payments. " "Use the dedicated `Amazon payments` :guilabel:`Journal` and select " ":guilabel:`Batch Deposit` as the :guilabel:`Payment Method`. Then, select " "all the payments generated and click :menuselection:`Actions --> Create " "batch payment --> Validate`." msgstr "" "Amazon realiza un solo pago mensual. Es necesario que, al registrar los " "pagos, seleccione todas las facturas vinculadas a un solo pago. Utilice el " ":guilabel:`diario` `Pagos de Amazon` y seleccione :guilabel:`Depósito por " "lote` como :guilabel:`método de pago`. Luego, seleccione todos los pagos " "generados y haga clic en :menuselection:`Acciones --> Crear pago por lote " "--> Validar`." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:125 msgid "" "The same can be done with vendor bills from Amazon dedicated to commissions." " When the balance is received in the bank account at the end of the month " "and the banks statements are recorded, credit the Amazon intermediary " "account by the amount received." msgstr "" "Se puede hacer lo mismo con las facturas de proveedores de Amazon destinadas" " a las comisiones. Cuando la cuenta bancaria recibe el saldo al final del " "mes y los estados de cuenta bancarios se registran, acredite la cuenta " "intermediaria de Amazon por la cantidad recibida." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:130 msgid "Follow your Amazon sales in sales reporting" msgstr "Seguimiento de sus ventas de Amazon en los reportes de ventas" #: ../../content/applications/sales/sales/amazon_connector/manage.rst:132 msgid "" "As a sales team is set on your account under the tab **Order Follow-up**, " "this helps you give quick glances at the figures in just a few clicks in " "Sales reporting. By default, your account's sales team is shared between all" " of your company's accounts." msgstr "" "Al establecer un equipo de ventas en su cuenta en la pestaña de " "**Seguimiento de órdenes** puede consultar las cifras mediante pocos clics " "en los reportes de Ventas. Su equipo de ventas de la cuenta se comparte " "entre todas las cuentas de su empresa de forma predeterminada." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:136 msgid "" "If you wish, you can change the sales team on your account for another to " "perform a separate reporting for the sales of this account." msgstr "" "Si así lo desea, puede cambiar el equipo de venta de su cuenta por otro para" " realizar un reporte separado de las ventas de esta cuenta." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:140 msgid "" "It is also possible to perform reporting on a per-marketplace basis in a " "similar fashion. First, remove the marketplace you wish to track separately " "from the list of synchronized marketplaces. Then, create another " "registration for this account and remove all marketplaces, except the one to" " isolate from the others. Finally, assign another sales team to one of the " "two registrations of your account." msgstr "" "También puede realizar reportes de rendimiento por marketplace de manera " "similar. Primero, elimine la plataforma de ventas que desea rastrear por " "separado de la lista de plataformas sincronizadas. Luego, cree otro registro" " para esta cuenta y elimine todos los marketplaces, excepto el que aisló de " "los demás. Por último, asigne otro equipo de ventas a uno de los dos " "registros de su cuenta." #: ../../content/applications/sales/sales/amazon_connector/manage.rst:147 #: ../../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 "Configuración del conector de Amazon" #: ../../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 "" "Odoo permite que los usuarios registren una cuenta de vendedor de Amazon en " "la base de datos, pero el usuario **debe** tener una cuenta de vendedor de " "Amazon pagada antes de completar la cofiguración." #: ../../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 "" "Para configurar una cuenta de vendedor de Amazon primero inicie sesión en la" " plataforma de Aamazon y vaya a :menuselection:`Cuenta y listas --> Iniciar " "una cuenta de vendedor` desde el menú desplegable que se encuentra en el " "encabezado." #: ../../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 "" "Después, en la página :guilabel:`Vende con Amazon` siga el proceso de " "registro y después siga las instrucciones a continuación para registrar y " "vincular su cuenta de vendedor de Amazon con Odoo." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:16 msgid "`Sell with Amazon `_" msgstr "`Vender con Aamazon `_" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:19 msgid "Connect Amazon Seller account to Odoo" msgstr "Contecte su cuenta de vendedor de Amazon con Odoo" #: ../../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 "" "Para conectar su cuenta de vendedor de Amazon con Odoo, vaya a " ":menuselection:`la aplicación Ventas --> Configuración --> Ajustes --> " "sección de Conectores` active la funcionalidad :guilabel:`Sincronización con" " Amazon` y haga clic en `Guardar`." #: ../../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 "" "Después, regrese a :menuselection:`la aplicación Ventas --> Configuración " "--> Ajustes --> sección de Conectores` y haga clic en el enlace " ":guilabel:`Cuentas de Amazon` en la sección de configuración " ":guilabel:`Sincronización de Amazon`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "" "The Amazon Accounts link beneath the Amazon Sync settings in Odoo Sales." msgstr "" "Las cuentas de Amazon vinculadas en los ajustes de la aplicación Ventas de " "Odoo" #: ../../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 "" "Hacer esto lo llevará a la página :guilabel:`Cuentas de Amazon`. Desde aquí," " haga clic en :guilabel:`Nuevo` para crear y vicular una nueva cuenta de " "Amazon." #: ../../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 "" "En el campo en :guilabel:`Cuenta de Amazon` de la página, primero elija el " "nombre de la cuenta (por ejemplo, `Marketplace estadounidense`). Después, en" " la pestaña :guilabel:`Credenciales` seleccione el marketplace en el que la " "cuenta de vendedor se creó desde el menú desplegable :guilabel:`País del " "Marketplace`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "A typical Amazon Account form page in the Odoo Sales application." msgstr "" "Un formulario común para una cuenta de Aamazon en la aplicación de ventas." #: ../../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 "" "Después de guardar, el campo en la pestaña :guilabel:`Credenciales` cambiará" " por un botón llamado :guilabel:`Vincular con Amazon`." #: ../../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 "" "La página de un formulario usual para una cuenta de Amazon y el botón de " "Vincular con Amazón en la aplicación de Ventas." #: ../../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 "" "Al hacer clic en este botón se le redirigirá a la página de inicio de sesión" " de Amazon, o, si el usuario ya inició sesión en Amazon, a la página de " "consentimiento." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:55 msgid "On the login page, log in to the desired Amazon seller account." msgstr "" "En la página de inicio de sesión, ingrese a la cuenta de vendedor de Amazon " "deseada." #: ../../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 "" "En la página de consentimiento, confirme que Amazon puede permitir que Odoo " "tenga acceso a la cuenta y toda la información relacionada." #: ../../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 "" "Al confirmarlo, Amazon redirigirá al usuario de vuelta a Odoo y la cuenta " "estará registrada." #: ../../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 "" "Ya que haya logrado registrar la cuenta de Amazon, los marketplaces " "disponibles para esta cuenta en específico se sincronizarán con Odoo y se " "enlistarán en la pestaña :guilabel:`Marketplaces`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:65 msgid "" "If desired, remove items from the list of synchronized marketplaces to " "disable synchronization." msgstr "" "Si lo desea, quite elementos de la lista de marketplaces sincronizados para " "deshabilitar la sincronización." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:68 msgid "Amazon orders in Odoo" msgstr "Órdenes de Amazon en Odoo" #: ../../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 "" "Al sincronizar una orden de Amazon, se crearán hasta tres líneas de " "artículos en la orden de venta de Odoo. Cada una representa un producto " "vendido en Amazon: una línea por el producto que se vendió en el marketplace" " de Amazon, una por los cargos de envío (si los hay) y una por la envoltura " "de regalo (si hay)." #: ../../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 "" "Para seleccionar un producto de la base de datos para un artículo de orden " "de ventas lo que se hace es vincular la :guilabel:`Referencia interna` (una " "referencia personalizable del producto dentro de Odoo, por ejemplo " "`FURN001`) con el *SKU* de Aamazon para artículos del marketplace, el " "*código de envío* de Amazon para cargos de envío y el código de *envoltura " "de regalo* de Amazon para los cambios de envoltura." #: ../../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 "" "Para productos del marketplace, todo esto se guarda como *Ofertas de " "Amazon*, las cuales se enlistan en el botón inteligente de " ":guilabel:`Ofertas` del formulario del contacto." #: ../../content/applications/sales/sales/amazon_connector/setup.rst-1 msgid "The Amazon Offers smart button on the account form in Odoo Sales." msgstr "" "El botón inteligente de Ofertas de Amazon en el formulario de la aplicación " "Ventas de Odoo." #: ../../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 "" "Las ofertas se crean de forma automática si se establece una coincidencia, " "además de que se usan para órdenes subsecuentes para buscar SKU. Si no se " "encuentra ninguna oferta con un SKU que coincida, :ref:`en su lugar se usará" " la referencia interna `." #: ../../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 "" "Es posible forzar la vinculación de un artículo del marketplace con un " "producto específico, solo se tiene que cambiar ya sea el producto o el SKU " "de una oferta para asegurarse que coincide. La oferta se puede crear de " "forma manual si todavía no se creó de forma automática." #: ../../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 "" "Esto es útil si la referencia interna no se usa como el SKU, o si el " "producto se vende en condiciones diferentes." #: ../../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 "" "Si no se encontró ningún producto de la base de datos con una referencia " "interna que coincida para un SKU o código de envoltura de Amazon, entonces " "se usará un producto de la base de datos predeterminado, *Venta de Amazon*, " "se usará. Lo mismo se hace con el producto predeterminado *Envío de Amazon* " "si no se encuentra un producto en la base de datos para un código de envío " "de Amazon." #: ../../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 "" "Para modificar los productos predeterminados, active el :ref:`modo de " "desarrollador ` y vaya a :menuselection:`la aplicación de " "Ventas --> Configuración --> Ajustess --> Conectores --> Sincronización de " "Amazon --> Productos predeterminados`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:110 msgid "Product tax configuration" msgstr "Configuración de impuestos de productos" #: ../../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 "" "Para permitir el reporte de impuestos de ventas de Amazon, los impuestos " "aplicados a los artículos de la orden de venta son los que se configuran en " "el producto, o se determinan por la posición fiscal." #: ../../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 "" "Asegúrese de tener los impuestos correctos configurados en sus productos en " "Odoo, o hágalo por posiciones fiscales, para evitar discrepancias en los " "subtotales de *la central de vendedores de Amazon* y Odoo." #: ../../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 "" "Como Amazon no siempre aplica los mismos impuestos que los configurados en " "Odoo, es posible que los totales de la orden difieran entre *la central de " "vendedores de Amazon* y *Odoo* por algunos centavos. Esas diferencias se " "pueden resolver con una cancelación al conciliar los pagos en Odoo." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:126 msgid "Add a new marketplace" msgstr "Agregar un nuevo Marketplace" #: ../../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 "" "Todos los marketplaces son compatibles con el conector de Amazon. Para " "agregar un nuevo marketplace, siga los siguientes pasos:" #: ../../content/applications/sales/sales/amazon_connector/setup.rst:131 #: ../../content/applications/sales/sales/ebay_connector/setup.rst:118 msgid "Activate the :ref:`developer mode `." msgstr "Active el :ref:`modo de desarrollador `." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:132 msgid "" "Go to :menuselection:`Sales app --> Configuration --> Settings --> " "Connectors --> Amazon Sync --> Amazon Marketplaces`." msgstr "" "Vaya a :menuselection:`Ventas --> Configuración --> Ajustes --> Conectores " "--> Sincronización con Amazon --> Plataformas de venta de Amazon`." #: ../../content/applications/sales/sales/amazon_connector/setup.rst:134 msgid "Click :guilabel:`New` to create a new marketplace record." msgstr "" "Haga clic en :guilabel:`Nuevo` para crear un nuevo registro de marketplace." #: ../../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 "" "Ingrese el ID del marketplace en el campo :guilabel:`Identificador API` y " "seleccione la :guilabel:`región de Amazon`, tal y como se describe en la " "`documentación de Amazon sobre los ID y regiones del marketplace " "`_. " "Escriba la :guilabel:`URL de Seller Central` como se indica en la " "`documentación de Amazon para las URL de Seller Central `_." #: ../../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 "" "Establezca el :guilabel:`nombre` del registro como `Amazon.` " "para acceder con facilidad (por ejemplo, `Amazon.se`). Los campos " ":guilabel:`identificador API`, :guilabel:`región` y :guilabel:`URL de Seller" " Central` deben contener respectivamente los valores de *Marketplace ID*, la" " región de Amazon seleccionada y la *URL de Seller Central* de la " "documentación de Amazon." #: ../../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 "" "Una vez hecho esto, actualice la configuración de la cuenta de Amazon en " ":menuselection:`Ventas --> Configuración --> Ajustes --> Conectores --> " "Sincronización de Amazon --> Cuentas de Amazon`." #: ../../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 "" "Seleccione la cuenta en la que quiere usar el marketplace nuevo, para eso " "vaya a la pestaña :guilabel:`Marketplaces` y haga clic en " ":guilabel:`actualizar los marketplaces disponibles`; aparecerá una animación" " donde se confirmará que la operación se realizó con éxito. Los marketplaces" " nuevos se agregarán de forma automática a la lista de marketplaces " "sincronizados. Si un marketplace nuevo no se agrega a la lista, significa " "que o es incompatible o no está disponible para la cuenta del vendedor." #: ../../content/applications/sales/sales/ebay_connector.rst:5 msgid "eBay Connector" msgstr "conector con eBay" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:3 msgid "How to list a product?" msgstr "¿Cómo publicar un producto?" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:6 msgid "Listing without variation" msgstr "Publicar sin variaciones" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:8 msgid "" "In order to list a product, you need to check the **use eBay** field on a " "product form. The eBay tab will be available." msgstr "" "Para publicar un producto, debe seleccionar el campo **Usar eBay** en un " "formulario de producto. La pestaña de eBay estará disponible." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:14 msgid "" "When the **Use Stock Quantity** field is checked, the quantity sets on eBay " "will be the Odoo **Forecast Quantity**." msgstr "" "Cuando selecciona el campo **Usar la cantidad de existencias**, la cantidad " "que se establece en eBay será la **cantidad pronosticada** de Odoo." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:17 msgid "" "The **Description Template** allows you to use templates for your listings. " "The default template only use the **eBay Description** field of the product." " You can use html inside the **Description Template** and in the **eBay " "Description**." msgstr "" "La **plantilla de descripción** le permite usar plantillas para sus " "publicaciones. La plantilla predeterminada solo usa el campo **Descripción " "en eBay** del producto. Puede usar HTML dentro de la **plantilla de " "descripción** y en la **descripción en eBay**." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:21 msgid "" "To use pictures in your listing, you need to add them as **Attachments** on " "the product template." msgstr "" "Para poder utilizar imágenes en sus publicaciones, debe agregarlas como " "**archivos adjuntos** en la plantilla de productos." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:24 msgid "Listing with variations" msgstr "Publicar con variaciones" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:26 msgid "" "When the **use eBay** on a product with variations is checked and with " "**Fixed Price** as **Listing Type**, the eBay form is slightly different. In" " the variants array, you can choose which variant will be listed on eBay as " "well as set the price and the quantity for each variant." msgstr "" "El formulario de eBay es distinto cuando selecciona **Usar eBay** en un " "producto con variaciones y con **precio fijo** como **tipo de publicación**." " En la bandeja de variantes puede elegir qué variante se publicará en eBay, " "además de establecer el precio y la cantidad de cada variante." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:35 msgid "Listing with item specifics" msgstr "Publicar artículos específicos" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:37 msgid "" "In order to add item specifics, you should create a product attribute with " "one value in the **Variants** tab on the product form." msgstr "" "Para agregar características específicas a los artículos, debe crear un " "atributo de producto con un valor en la pestaña de **Variantes** en el " "formulario del producto." #: ../../content/applications/sales/sales/ebay_connector/manage.rst:44 msgid "Product Identifiers" msgstr "Identificadores de productos" #: ../../content/applications/sales/sales/ebay_connector/manage.rst:46 msgid "" "Products identifiers such as EAN, UPC, Brand or MPN are required in most of " "the eBay category. The module manages the EAN and UPC identifiers with the " "**Barcode** field of the product variant. If the **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. The Brand and MPN values are working as item " "specifics and should be define in the **Variants** tab on the product form. " "If these values are not set, 'Does not apply' will be used for the eBay " "listing." msgstr "" "Los identificadores de productos como EAN, UPC, Marca, o MPN son necesarios " "en la mayoría de las categorías de eBay. El módulo gestiona los " "identificadores EAN y UPC con el campo **código de barras** de la variante " "del producto, si está vacío o tiene un valor que no es válido, los valores " "EAN y UPC se establecerán como 'No aplica' como eBay recomienda. Los valores" " de marca y MPN funcionan como características específicas del artículo y " "debe definirlos en la pestaña de **variantes** en el formulario del " "producto. Si no lo hace, se utilizará 'No aplica' en la publicación de eBay." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:3 msgid "How to configure eBay in Odoo?" msgstr "¿Cómo configurar eBay en Odoo?" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:6 msgid "Create eBay tokens" msgstr "Crear tokens de eBay" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:8 msgid "" "In order to create your tokens, you need to create a developer account on " "the `developer portal `_. Once you are " "logged in, you can create **Sandbox Keys** and **Production Keys** by " "clicking on the adequate buttons." msgstr "" "Para crear sus tokens, debe crear una cuenta de desarrollador en el `portal " "de desarrollador `_. Una vez que haya " "iniciado sesión, puede crear **claves sandbox** y **de producción** al hacer" " clic en los botones correspondientes." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:16 msgid "" "After the creation of the keys, you can get the user token. To do so, click " "on the **Get a User Token** link in the bottom of the page. Go through the " "form, log in with you eBay account and you will get the keys and token " "needed to configure the module in Odoo." msgstr "" "Después de crear las claves, puede obtener el token de usuario. Haga clic en" " el enlace **Obtener un token de usuario** al final de la página. Revise el " "formulario, inicie sesión en su cuenta de eBay y obtendrá las claves y el " "token necesarios para configurar el módulo en Odoo." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:22 msgid "Set up tokens in Odoo?" msgstr "Configurar tokens en Odoo" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:24 msgid "" "To set up the eBay integration, go to :menuselection:`Sales --> " "Configuration --> Settings`." msgstr "" "Para configurar la integración con eBay, vaya a :menuselection:`Ventas --> " "Configuración --> Ajustes`." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:29 msgid "" "First choose if you want to use the production or the sandbox eBay Site. " "Then fill in the fields **Developer Key**, **Token**, **App Key**, **Cert " "Key**. Apply the changes." msgstr "" "Elija si desea usar el sitio de eBay de producción o de sandbox. Luego " "complete los campos **clave de desarrollador**, **token**, **clave de " "aplicación**, **clave de certificado** y aplique los cambios." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:33 msgid "" "Once the page is reloaded, you need to synchronize information from eBay. " "Push on **Sync countries and currencies**, then you can fill in all the " "other fields." msgstr "" "Una vez que vuelva a cargar la página, es necesario sincronizar la " "información de eBay. Haga clic en **Sincronizar países y divisas** para " "completar los otros campos." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:36 msgid "" "When all the fields are filled in, you can synchronize the categories and " "the policies by clicking on the adequate buttons." msgstr "" "Cuando complete todos los campos, podrá sincronizar las categorías y las " "políticas al hacer clic en los botones correspondientes." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:40 msgid "Accept account deletion notifications" msgstr "Aceptar notificaciones de eliminación de cuenta" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:42 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 "" "Desde septiembre de 2021, **eBay exige compatibilidad con las notificaciones" " de eliminación o cierre de cuentas de clientes**. Por lo tanto, cuando eBay" " recibe una solicitud de eliminación, todos los miembros de eBay deben " "confirmar la recepción de la solicitud y tomar medidas adicionales si es " "necesario." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:46 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 "" "Odoo tiene un punto final de comunicación de notificaciones para recibir " "dichas notificaciones, confirmar la recepción de la solicitud y gestionar el" " primer conjunto de acciones para anonimizar los detalles de la cuenta en " "**Contactos** y eliminar el acceso del cliente al portal." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:51 msgid "" "Make sure to correctly :ref:`set up your subscription to the marketplace " "account deletion notifications ` as eBay may temporarily disable the related eBay account " "until the subscription is completed." msgstr "" "Asegúrese de :ref:`configurar de forma adecuada su suscripción a las " "notificaciones de eliminación de cuenta de la plataforma de comercio " "electrónico `, ya que tal vez" " eBay deshabilite temporalmente la cuenta de eBay relacionada hasta que se " "complete la suscripción." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:58 msgid "Retrieve endpoint details from Odoo" msgstr "Recuperar los detalles de los puntos finales de comunicación de Odoo" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:60 msgid "" "The endpoint details can be found in :menuselection:`Sales --> Configuration" " --> Settings --> eBay`. Click on *Generate Token* to retrieve your " "**Verification Token**." msgstr "" "Puede encontrar los detalles de los puntos finales de comunicación en " ":menuselection:`Ventas --> Configuración --> Ajustes --> eBay`. Haga clic en" " *Generar token* para obtener su **token de verificación**." #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Button to generate an eBay verification token in Odoo" msgstr "Botón para generar un token de verificación de eBay en Odoo" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:70 msgid "Subscribe to account deletion notifications" msgstr "Recibir las notificaciones de eliminación de cuenta" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:72 msgid "" "Log in on the `developer portal of eBay `_ " "and go to **Alerts & Notifications**." msgstr "" "Inicie sesión en el `portal de desarrollador de eBay " "`_ y vaya a **Alertas y notificaciones**." #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Overview of the Alerts & Notifications dashboard of eBay" msgstr "Vista general del tablero de alertas y notificaciones de eBay" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:79 msgid "" "To subscribe to deletion/closure notifications, eBay needs a few details:" msgstr "" "Para recibir las notificaciones de eliminación o cierre, eBay necesita " "algunos detalles:" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:81 msgid "" "An **email address** to send notifications to if the endpoint is " "unreachable." msgstr "" "Una **dirección de correo electrónico** a la cual enviará notificaciones si " "no puede contactar al punto final de comunicación." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:82 msgid "The **endpoint details**:" msgstr "Los **detalles del punto final de comunicación**:" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:84 msgid "The URL to Odoo's account deletion notification endpoint" msgstr "" "La URL del punto final de comunicación de la notificación de eliminación de " "la cuenta." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:85 msgid "A verification token" msgstr "Un token de verificación" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Dedicated fields to enter the endpoint details" msgstr "" "Campos específicos para ingresar los detalles del punto final de " "comunicación." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:92 msgid "" "You can edit the last two fields once the email address field is filled out." msgstr "" "Puede editar los dos últimos campos una vez que complete el campo de " "dirección de correo electrónico." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:95 msgid "Verify the connectivity with the endpoint" msgstr "Verificar la conectividad con el punto final de comunicación" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:97 msgid "" "After setting the retrieved endpoint details in eBay's dashboard, consider " "testing the connectivity with the **Send Test Notification** button." msgstr "" "Después de establecer los detalles del punto final de comunicación obtenidos" " en el tablero de eBay, considere realizar pruebas de conectividad con el " "botón de **Enviar notificación de prueba**." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:100 msgid "" "You should get the following confirmation message: \"A test notification was" " sent successfully!\"" msgstr "" "Debe recibir el siguiente mensaje de confirmación: \"¡Se envió con éxito una" " notificación de prueba!\"" #: ../../content/applications/sales/sales/ebay_connector/setup.rst-1 msgid "Button to send test notification" msgstr "Botón para enviar notificaciones de prueba" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:107 msgid "Using the updated synchronisation method" msgstr "Usar el método de sincronización actualizado" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:109 msgid "" "If you have a lot of products, the eBay API can sometimes refuse some " "synchronization calls due to a time-based limit on the number of requests " "that eBay enforces." msgstr "" "Si tiene muchos productos, la API de eBay puede rechazar algunas llamadas de" " sincronización debido a un límite de tiempo que eBay aplica al número de " "solicitudes." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:112 msgid "" "To fix this issue, a new implementation mechanism has been developed; " "however this updated mechanism is disabled by default to avoid having the 2 " "systems running in parallel in existing installations." msgstr "" "Para solucionar este problema, se desarrolló un nuevo mecanismo de " "implementación. Sin embargo, este mecanismo actualizado no está habilitado " "de forma predeterminada para evitar tener ambos sistemas en ejecución " "paralela en las instalaciones existentes." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:116 msgid "To switch to the new synchronization mechanism:" msgstr "Para cambiar al nuevo mecanismo de sincronización:" #: ../../content/applications/sales/sales/ebay_connector/setup.rst:119 msgid "Go to :menuselection:`Settings --> Technical --> Scheduled Actions`" msgstr "" "Vaya a :menuselection:`Ajustes --> Técnicos --> Acciones programadas`." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:120 msgid "" "Archive the old synchronization actions (both are named *Ebay: update " "product status*)" msgstr "" "Archive las acciones de sincronización antiguas (ambas se llaman *eBay: " "actualizar estado de producto*)." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:121 msgid "" "Activate the new synchronization actions (*Ebay: get new orders* which runs " "every 15min by default and *Ebay: synchronise stock (for 'get new orders' " "synchronisation)* which runs once a day per default)" msgstr "" "Active las nuevas acciones de sincronización, *eBay: recibir nuevas órdenes*" " que se ejecuta cada 15 minutos de forma predeterminada y *eBay: sincronizar" " existencias (para la sincronización 'recibir nuevas órdenes')*. Esta última" " se ejecuta una vez al día de forma predeterminada." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:124 msgid "" "Ensure that the **Next Execution Date** for both these actions are in the " "near future" msgstr "" "Asegúrese de que la **siguiente fecha de ejecución** para ambas acciones " "esté próxima." #: ../../content/applications/sales/sales/ebay_connector/setup.rst:126 msgid "" "Starting with the next execution date, the new method will be used instead " "of the old one." msgstr "" "A partir de la siguiente fecha de ejecución, se utilizará el nuevo método en" " lugar del anterior." #: ../../content/applications/sales/sales/invoicing.rst:5 msgid "Invoicing Method" msgstr "Método de facturación" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:3 msgid "Down payments" msgstr "Anticipos" #: ../../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 "" "Un anticipo es un pago parcial que realiza el comprador cuando se celebra un" " contrato de venta. Esto implica el compromiso total de ambas partes " "(vendedor y comprador) de cumplir el contrato." #: ../../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 "" "Con un anticipo, el comprador paga una parte del importe total adeudado " "mientras acepta pagar la cantidad restante después. Por otra parte, el " "vendedor le proporciona los bienes o servicios al comprador después de " "aceptar el anticipo, confiando en que este le pagará el importe restante más" " adelante." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:13 msgid "Create invoices" msgstr "Crear facturas" #: ../../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 "" "Cuando se confirma una orden de venta, se habilita la opción de crear una " "factura mediante el botón :guilabel:`Crear factura` ubicado en la esquina " "superior izquierda del formulario de orden de venta. Cuando hace clic, " "aparece la ventana emergente :guilabel:`Crear facturas`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "Create invoices pop-up form that appears in Odoo Sales." msgstr "" "Ventana emergente para crear facturas que aparece en la aplicación Ventas." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:24 msgid "" "Invoices are automatically created as drafts, so they can be reviewed before" " validation." msgstr "" "Las facturas se crean como borradores de forma automática para que las pueda" " revisar antes de validarlas." #: ../../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 "" "En la ventana emergente :guilabel:`Crear facturas`, hay 3 opciones para " "elegir en el campo :guilabel:`Crear factura`:" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:29 msgid ":guilabel:`Regular invoice`" msgstr ":guilabel:`Factura normal`" #: ../../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:`Anticipo (porcentaje)`" #: ../../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:`Anticipo (importe fijo)`" #: ../../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 "" "Los otros campos desaparecen si selecciona :guilabel:`factura normal`, ya " "que solo corresponden a las configuraciones de anticipos." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:38 msgid "Initial down payment request" msgstr "Solicitud inicial de un anticipo" #: ../../content/applications/sales/sales/invoicing/down_payment.rst:40 msgid "" "On the :guilabel:`Create invoices` pop-up form, the down payment options " "are:" msgstr "" "En el formulario emergente para :guilabel:`crear facturas`, las opciones " "para anticipos son:" #: ../../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 "" "Una vez que haya seleccionado la opción de anticipo deseada en el campo " ":guilabel:`Crear factura`, indique el importe (ya sea como porcentaje o " "importe fijo) en el campo :guilabel:`Importe del anticipo`." #: ../../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 "" "Después, seleccione la cuenta de ingresos apropiada para la factura en el " "campo :guilabel:`Cuenta de ingresos`. Después, seleccione la cantidad de " "impuestos en el campo desplegable :guilabel:`Impuestos del cliente`, solo si" " es necesario." #: ../../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 "" "Un formulario emergente para crear facturas con la información apropiada en " "los campos de anticipos." #: ../../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 "" "Una vez que los campos tengan la información deseada, haga clic en el botón " ":guilabel:`Crear borrador de factura`. Una vez hecho eso, Odoo le mostrará " "el :guilabel:`Borrador de la factura del cliente`." #: ../../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 "" "En la pestaña :guilabel:`Líneas de factura` del :guilabel:`Borrador de la " "factura del cliente` aparecerá como un guilabel:`Producto` el anticipo que " "acaba de configurar en el formulario emergente :guilabel:`Crear facturas`." #: ../../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 "" "Anticipo como producto en la pestaña de líneas del borrador de la factura " "del cliente en Odoo." #: ../../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 "" "Cuando hace clic en el producto :guilabel:`Anticipo` desde la pestaña " ":guilabel:`Líneas de factura` aparecerá el formulario del producto para el " "anticipo." #: ../../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 "" "De manera automática, el :guilabel:`Tipo de producto` de los anticipos " "generados para las facturas será :guilabel:`Servicio`, con la " ":guilabel:`política de facturación` configurada a :guilabel:`Precio fijo o " "de prepago`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Down payment product form with service product type and invoicing policy " "field." msgstr "" "El formulario de producto con el tipo de producto servicio y el campo de " "política de facturación." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:79 msgid "This product can be edited/modified at any time." msgstr "Puede editar o modificar este producto en cualquier momento." #: ../../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 "" "Si selecciona:guilabel:`Basado en cantidad entregada (manual)` como " ":guilabel:`política de facturación` **no** podrá crear una factura." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:86 msgid "Example: request 50% down payment" msgstr "Por ejemplo: solicitar un anticipo del 50%" #: ../../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 "" "El siguiente ejemplo involucra un anticipo del 50% en un producto " "(:guilabel:`Gabinete con puertas`) cuya :guilabel:`política de facturación` " "es :guilabel:`Cantidades ordenadas`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:0 msgid "Cabinet with doors product form showcasing various details and fields." msgstr "" "El producto de gabinete con puertas donde se muestran varios detalles y " "campos." #: ../../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 ":doc:`invoicing_policy`" #: ../../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 "" "Primero navegue a :menuselection:`Ventas --> Nuevo` y agregue un " ":guilabel:`Cliente` a la cotización." #: ../../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 "" "Después, haga clic en :guilabel:`Agregar un producto` en la pestaña de " ":guilabel:`lineas de la orden` y seleccione el producto :guilabel:`gabinete " "con puertas`." #: ../../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 "" "Cuando se confirma la orden (al apretar el botón :guilabel:`Confirmar`) la " "cotización se convertirá en una orden de venta. Una vez que esto suceda, " "para crear la factura solo haga clic en :guilabel:`Crear factura`." #: ../../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 "" "Orden de venta de un gabinete con puertas que se confirmó en la aplicación " "de Ventas." #: ../../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 "" "Después, en la ventana emergente :guilabel:`Crear facturas` que aparece, " "seleccione :guilabel:`Anticipo (porcentaje)` y escriba `50` en el campo " ":guilabel:`Importe del anticipo`." #: ../../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 "" " :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." #: ../../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 "" "Para más información, revise nuestra documentación sobre :ref:`modificación " "de impuestos del cliente en anticipos ` y :ref:`modificación de la cuenta de ingresos " "en anticipos `." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:124 msgid "" "Lastly, click :guilabel:`Create Draft Invoice` to create and view the " "invoice draft." msgstr "" "Finalmente, haga clic en :guilabel:`crear un borrador de factura` para crear" " un borrador de factura." #: ../../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 "" "Al hacer clic en :guilabel:`crear borrador de factura` se mostrará el " "borrador de la factura, el cual incluye el anticipo como un " ":guilabel:`Producto` en la pestaña de :guilabel:`líneas de factura`." #: ../../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 "" "Aquí puede confirmar y publicar la factura, solo debe hacer clic en " ":guilabel:`Confirmar` y el estado cambiará de :guilabel:`borrador` a " ":guilabel:`publicado`. También muestra una nueva serie de botones en la " "parte superior de la página." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "A sample draft invoice with down payment mentioned in Odoo Sales." msgstr "" "Un borrador de factura donde se menciona un anticipo en la aplicación Ventas" " de Odoo." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:137 msgid "" "From those buttons, the payment can be registered by clicking " ":guilabel:`Register Payment`." msgstr "Puede registrar el pago si hace clic en :guilabel:`Registrar pago`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment button on a confirmed customer invoice." msgstr "Mostrar el botón Registrar pago en una factura de cliente confirmada." #: ../../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 "" "Al hacerlo se mostrará la ventana emergene :guilabel:`Registrar pago`, que " "se llenará de forma automática con la información necesaria. Confirme que la" " información sea correcta y haga los ajustes necesarios. Cuando esté listo, " "haga clic en el botón :guilabel:`Crear pago`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "" "Showcase of the Register Payment pop-up window with create payment button." msgstr "" "Imagen de la ventana emergente para registrar pago con el botón crear pago." #: ../../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 "" "Después de hacer clic en :guilabel:`Crear pago` Odoo mostrará la factura del" " cliente, ahora con un listón verde de :guilabel:`En proceso de pago` en la " "esquina superior derecha." #: ../../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 "" "Factura del cliente con un listón En proceso de pago en la esquina superior " "derecha." #: ../../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 "" "Cuando el cliente quiera pagar la cantidad restante de la orden, deberá " "crear otra factura. Para ello, use las migas de pan para regresar a la orden" " de venta." #: ../../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 "" "En la orden de venta habrá una nueva sección de :guilabel:`Adelantos` en la " "pestaña :guilabel:`Líneas de la orden`, junto con el anticipo que acaba de " "facturar." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The down payments section in the order lines tab of a sales order." msgstr "" "La sección de anticipos en la pestaña de las líneas de la orden en la orden " "de ventas." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:168 msgid "Next, click the :guilabel:`Create Invoice` button." msgstr "Después, haga clic en el botón :guilabel:`Crear factura`." #: ../../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 "" "En la ventana emergente :guilabel:`Crear facturas` verá dos nuevos campos: " ":guilabel:`Ya se facturó` y :guilabel:`importe a facturar`." #: ../../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 "" "La opción para deducir anticipo en la ventana emergente para crear facturas " "en la aplicación Ventas de Odoo." #: ../../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 "" "Si ya se pagará la cantidad restante, seleccione la opción " ":guilabel:`Factura normal`. Odoo creará una factura por la cantidad exacta " "que se necesita para completar el total del pago, como se indica en el campo" " :guilabel:`Cantidad por facturar`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:181 msgid "Once ready, click :guilabel:`Create Draft Invoice`." msgstr "" "Ya que esté listo, haga clic en :guilabel:`crear borrador de factura`." #: ../../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 "" "Al hacer esto verá la página :guilabel:`borrador de factura de cliente`, la " "cual enumerará *todas* las facturas para esa orden de venta específica en la" " pestaña :guilabel:`líneas de factura`. Cada elemento de línea de factura " "muestra toda la información necesaria relacionada con cada factura." #: ../../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 "" "Para completar el flujo, haga clic en :guilabel:`confirmar`, lo cual " "cambiará el estado de la factura de :guilabel:`borrador` a " ":guilabel:`publicado`. Luego, haga clic en :guilabel:`registrar pago`." #: ../../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 "" "Una vez más, aparecerá :guilabel:`registrar pago`, con todos los campos " "autocompletados con la información necesaria, incluido el monto restante que" " queda por pagar en la orden." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second register payment pop-up form in Odoo sales." msgstr "" "El segundo formulario emergente de registro de pago en las ventas de Odoo." #: ../../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 "" "Después de confirmar esa información, haga clic en :guilabel:`crear pago`. " "Al hacerlo, se mostrará la :guilabel:`factura del cliente` final con un " "listón verde con la leyenda :guilabel:`en proceso de pago` en la esquina " "superior derecha. Además, podrá ver ambos pagos iniciales en la pestaña " ":guilabel:`líneas de factura`." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "The second down payment invoice with in payment banner in Odoo Sales." msgstr "" "La segunda factura del pago con el listón de pago en la aplicación Ventas de" " Odoo." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:205 msgid "At this point, the flow is now complete." msgstr "Si llega a este punto ha terminado el flujo." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:208 msgid "" "This flow is also possible with the :guilabel:`Fixed amount` down payment " "option." msgstr "" "Este flujo también se puede realizar con la opción de anticipo por " ":guilabel:`importe fijo`. " #: ../../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 "" "Si se utiliza un anticipo para un producto que tiene una política de " "facturación por :guilabel:`cantidades entregadas`, **no** se podrá deducir " "al momento de crear la factura para el cliente. " #: ../../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 "" "Esto se debe a que, debido a la política de facturación, los productos se " "deben entregar *antes* de crear la última factura." #: ../../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 "" "Si no ha entregado nada, deberá crear una :guilabel:`nota de crédito`, esta " "cancela el borrador de factura que se creó después del anticipo." #: ../../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 "" "Si desea utilizar la opción de :guilabel:`nota de crédito`, deberá contar " "con la aplicación *Inventario* para poder confirmar la entrega. De lo " "contrario, puede registrar la cantidad entregada de forma manual " "directamente en la orden de venta." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:228 msgid "Customer taxes modification on down payments" msgstr "Modificación de impuestos del cliente en los anticipos" #: ../../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 "" "Para ajustar la cuenta de ingresos y los impuestos del cliente vinculados a " "un anticipo, vaya a la página de :guilabel:`productos` (aplicación " ":menuselection:`Ventas --> Productos --> Productos`), luego escriba " "`anticipo` en la barra de búsqueda y seleccione el producto para abrir su " "página de detalles." #: ../../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 "" "En la página del producto :guilabel:`anticipo` bajo la pestaña " ":guilabel:`información general`, en el campo :guilabel:`impuestos del " "cliente`, podrá modificar los impuestos del cliente." #: ../../content/applications/sales/sales/invoicing/down_payment.rst-1 msgid "How to modify the income account link to down payments." msgstr "Cómo modificar el enlace de la cuenta de ingresos para los anticipos." #: ../../content/applications/sales/sales/invoicing/down_payment.rst:244 msgid "Income account modification on down payments" msgstr "Modificación de la cuenta de ingresos en los anticipos" #: ../../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 "" "Si desea cambiar o ajustar la cuenta de ingresos asociada a la página del " "producto :guilabel:`anticipo`, **debe** contar con la aplicación " "*Contabilidad*." #: ../../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 "" "Si tiene la aplicación *Contabilidad* instalada, podrá ver la pestaña " ":guilabel:`Contabilidad` en la página del producto. Si no tiene la " "aplicación *Contabilidad* **no** podrá ver esta pestaña" #: ../../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 "" "En la pestaña :guilabel:`Contabilidad`, puede modificar la :guilabel:`cuenta" " de ingresos` desde el campo correspondiente en la sección :guilabel:`Por " "cobrar`." #: ../../content/applications/sales/sales/invoicing/expense.rst:3 msgid "Reinvoice expenses to customers" msgstr "Volver a facturar gastos a los clientes" #: ../../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 "" "Es común que los empleados tengan que gastar su propio dinero al trabajar en" " un proyecto para un cliente." #: ../../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 "" "Por ejemplo, si un empleado necesita viajar a donde está un cliente para " "trabajar en persona con él, es probable que tenga que usar su propio dinero " "para pagar por el hotel. Este es un gasto que la empresa debería volver a " "facturar al cliente, lo cual se puede hacer muy fácil con Odoo." #: ../../content/applications/sales/sales/invoicing/expense.rst:13 msgid "Expenses application" msgstr "La aplicación Gastos" #: ../../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 "" "Para poder volver a facturar a un cliente por un gasto **es necesario** " "instalar la aplicación *Gastos*." #: ../../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 "" "Para instalar la aplicación *Gastos*, vaya al :menuselection:`tablero " "principal de Odoo --> Aplicaciones`, busque el bloque de la aplicación " "*Gastos* y haga clic en :guilabel:`Instalar`. Odoo instalará la aplicación, " "usted vuelva a cargar la página y regrese a la página principal de Odoo." #: ../../content/applications/sales/sales/invoicing/expense.rst:22 msgid "Add expenses to sales orders" msgstr "Agregar gastos a órdenes de venta" #: ../../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 "" "Para empezar, tiene que tener una orden de venta confirmada en la aplicación" " *Ventas* a la que le pueda agregar una factura de gastos. También puede " "crear una orden de venta, para eso vaya a :menuselection:`la aplicación " "Ventas --> Nuevo`. Así obtendrá un formulario de cotización en blanco." #: ../../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 "" "Después, agregue un :guilabel:`Cliente` y un producto en la pestañana " ":guilabel:`Líneas de la orden`, solo haga clic en :guilabel:`Agregar un " "producto`. Después, seleccione un producto del menú desplegable." #: ../../content/applications/sales/sales/invoicing/expense.rst:31 msgid "Lastly, click :guilabel:`Confirm` to confirm the sales order." msgstr "Por último, :guilabel:`confirme` la orden de venta." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "This is how a confirmed sales order looks in the Odoo Sales application." msgstr "Así es como se ve una orden de venta en la aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/invoicing/expense.rst:37 msgid "With the sales order confirmed, it's time to create an expense." msgstr "Ya que se confirmó la orden de venta, es momento de crear un gasto" #: ../../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 "" "Para hacerlo, vaya a la aplicación *Gastos* desde el tablero principal de " "Odoo." #: ../../content/applications/sales/sales/invoicing/expense.rst:42 msgid "" "Then, from the *Expenses* dashboard, click :guilabel:`New` to reveal a blank" " expenses form." msgstr "" "Después, desde el tablero de *Gastos*, haga clic en :guilabel:`Nuevo` para " "mostrar un formulario de gastos en blanco." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A blank expenses form in the Odoo Expenses application." msgstr "Un formulario de gastos en blanco en la aplicación Gastos de Odoo." #: ../../content/applications/sales/sales/invoicing/expense.rst:48 msgid "" "On the expenses form, add a :guilabel:`Description` to easily reference the " "expense." msgstr "" "En el formulario de gastos, agregue una :guilabel:`Descripción` para " "referenciar el gasto con facilidad." #: ../../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 "" "Después, en el campo :guilabel:`Categoría`, seleccione una de las siguientes" " opciones del menú desplegable:" #: ../../content/applications/sales/sales/invoicing/expense.rst:53 msgid "" ":guilabel:`Communication`: any form of communication related to a " "project/order." msgstr "" ":guilabel:`Comunicación`: cualquier tipo de comunicación relacionada al " "proyecto o la orden." #: ../../content/applications/sales/sales/invoicing/expense.rst:54 msgid "" ":guilabel:`Others`: expense that doesn't fit into any other categories." msgstr "" ":guilabel:`Otros`: gastos que no entran en ninguna de las otras categorías." #: ../../content/applications/sales/sales/invoicing/expense.rst:55 msgid ":guilabel:`Meals`: any form of meal costs related to a project/order." msgstr "" ":guilabel:`Comidas`: cualquier gasto en comida relacionado a un proyecto u " "orden." #: ../../content/applications/sales/sales/invoicing/expense.rst:56 msgid ":guilabel:`Gifts`: any form of gift costs related to a project/order." msgstr "" ":guilabel:`Regaloss`: cualquier gasto de regalo relacionado al proyecto o la" " orden." #: ../../content/applications/sales/sales/invoicing/expense.rst:57 msgid "" ":guilabel:`Mileage`: any form of mileage (gas) costs related to " "project/order." msgstr "" ":guilabel:`Kilometraje`: cualquier tipo de gasto en kilometraje (gasolina) " "relacionado a un proyecto u orden,." #: ../../content/applications/sales/sales/invoicing/expense.rst:58 msgid "" ":guilabel:`Travel \\& Accommodation`: any travel or accommodation costs " "related to a project/order." msgstr "" ":guilabel:`Viáticos`: cualquier tipo de gastos relacionados a viajes u " "hospedaje relacionados al proyecto o la orden." #: ../../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 "" "Puede crear nuevas categorías de gastos desde un formulario de gastos, solo " "tiene que hacer clic en el menú desplegable del campo de " ":guilabel:`Categoría`, seleccione :guilabel:`Ver todo` y haga clic en " ":guilabel:`Nuevo` en la ventana emergente :guilabel:`Buscar:Categoría`." #: ../../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 "" "La ventana emergente Buscar:Categoría que aparece en un formulario de gastos" " en blanco en Gastos de Odoo" #: ../../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 "" "Para este flujo de trabajo de ejemplo volveremos a facturar a un cliente por" " una estancia corta en un hotel, la categoría que usaremos para este ejemplo" " es :guilabel:`Viáticos`." #: ../../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 "" "El siguiente ejemplo requiere que se instalen las aplicaciones *Ventas*, " "*Contabilidad* y *Gastos* para ver o modificar todos los campos mencionados " "en el flujo de trabajo." #: ../../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 "" "En el campo :guilabel:`Categoría` ingrese la cantidad que se meterá a gastos" " en el campo :guilabel:`Total`." #: ../../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 "" "Ahora, designe si hay :guilabel:`impuestos incluidos` en el " ":guilabel:`Total`. Si selecciona una cantidad de impuestos preconfigurada en" " el campo :guilabel:`impuestos incluidos`, Odoo calcula la cantidad de " "impuestos de manera automática según la cantidad ingresada en el campo " ":guilabel:`Total`." #: ../../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 "" "Después, seleccione qué :guilabel:`Empleado` fue el responsable de los " "gastos y seleccione una opción en el campo :guilabel:`Pagado por`, ya sea " ":guilabel:`Empleado (por reembolsar)` o :guilabel:`Empresa`." #: ../../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 "" "En este caso, el empleado pagará el hotel con su propio dinero, por lo que " "seleccionaremos la opción :guilabel:`Empleado (por reembolsar)`." #: ../../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 "" "En el lado derecho del formulario de gastos, tendrá la opción para agregar " "una :guilabel:`Factura de referencia`. Debajo de eso, podrá ver los campos " ":guilabel:`Fecha del gasto` y :guilabel:`Cuenta`, los cuales se llenan de " "manera automática." #: ../../content/applications/sales/sales/invoicing/expense.rst:94 msgid "" "The :guilabel:`Expense Date` and :guilabel:`Account` field can be modified, " "if needed." msgstr "" "Si lo necesita, es posible modificar los campos :guilabel:`Fecha del gasto` " "y :guilabel:`Cuenta` si lo desea." #: ../../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 "" "Después, seleccione el campo :guilabel:`Cliente al que se le va a volver a " "facturar` para ver un menú desplegable desde el cual podrá seleccionar una " "orden de ventas apropiada a la que se debe de adjuntar este gasto. **Debe** " "llenar este campo para poder facturarle el gasto al cliente." #: ../../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 "" "Finalmente, tendrá la opción de modificar los campos :guilabel:`Distribución" " analítica` y :guilabel:`Empresa`. Estos campos *no* son necesarios para " "terminar de facturarle un gasto al cliente, pero igual los puede modificar " "si así lo deasea." #: ../../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 "" "Al final del formulario de gastos hay una sección de :guilabel:`Notas...` en" " la que puede agregar cualquier nota relacionada a este gasto si así lo " "necesita." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A filled out expenses form in the Odoo Expenses application." msgstr "Un formulario de gastos lleno en la aplicación Gastos de Odoo." #: ../../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 "" "En la parte superior del formulario de gastos hay botones para " ":guilabel:`Adjuntar recibo`, :guilabel:`Crear reporte` y :guilabel:`Dividir " "gastos`." #: ../../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 "" "Si hay un recibo físico o digital que se debe adjuntar a este gasto, haga " "clic en :guilabel:`Adjuntar recibo`." #: ../../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 "" "Si es necesario dividir el costo del recibo, haga clic en :guilabel:`Dividir" " gasto`. Puede usar esta función para varias cosas, como dividir los gastos " "con otro empleado, ajustar diferentes tasas de impuestos, etc." #: ../../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 "" "Si ninguna de estas opciones son necesarias, haha clic en :guilabel:`Crear " "reporte` para bloquear el reporte de gastos que acaba de configurar." #: ../../content/applications/sales/sales/invoicing/expense.rst:124 msgid "" "Doing so reveals an :guilabel:`Expense Report Summary` for the new expense." msgstr "" "Así se mostrará un :guilabel:`Resumen del reporte de gastos` para el gasto " "nuevo." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "An expense report summary in the Odoo Expenses application." msgstr "Un resumen del reporte de gastos en la aplicación Gastos de Odo." #: ../../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 "" "Ya que confirmó los detalles relacionados al gasto, haga clic en " ":guilabel:`Enviar al gerente`. Así el reporte de gastos se enviará al " "gerente para que lo revise y lo apruebe." #: ../../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 "" "El gerente a cargo de revisar y aprobar el gasto verá los detalles " "relacionados al gasto y, si no hay problemas, hará clic en el botón " ":guilabel:`Aprobar`, el cual solo aparece en la vista del gerente en el " ":guilabel:`Resumen del reporte de gastos`" #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "An expense report summary that a manager will approve with an Approve " "button." msgstr "" "Un resumen de reporte de gastos que el gerente aprobará con el botón " "Aprobar." #: ../../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 "" "Una vez que lo apruebe, los botones en la parte superior del " ":guilabel:`Resumen de reporte de gastos` volverán a cambiar. Ahora los " "botones son :guilabel:`Publicar asientos de diario`, :guilabel:`Reportar en " "el siguiente recibo de nómina`, :guilabel:`Rechazar` y " ":guilabel:`Restablecer a borrador`." #: ../../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 "" "Un resumen de reporte de gastos con el botón de publicar asientos de diario " "en la parte superior del formulario." #: ../../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 "" "Cuando el gerente esté satisfecho con el :guilabel:`Resumen de reporte de " "gastos`, hará clic en :guilabel:`Publicar asientos de diario`." #: ../../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 "" "Al hacer clic en :guilabel:`Publicar asientos de diario`, el botón " "desaparecerá y la columna :guilabel:`Distribución analítica` en la pestaña " ":guilabel:`Gasto` se llenará con la orden de venta que se configuró al " "inicio en el campo :guilabel:`Cliente al que se le volverá a facturar` del " "gasto" #: ../../content/applications/sales/sales/invoicing/expense.rst:159 msgid "Reinvoice expense" msgstr "Volver a facturar gastos" #: ../../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 "" "Una vez que haya completado estos pasos, vuelva a la orden de venta para " "terminar de volver a facturar al cliente." #: ../../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 "" "Para hacer eso, vaya al :menuselection:`tablero principal de Odoo --> " "aplicación Ventas`, y seleccione la orden de venta correspondiente que se " "debe volver a facturar por el gasto." #: ../../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 "" "En el formulario de ventas, el gasto recién configurado ahora se encuentra " "en la pestaña :guilabel:`líneas de la orden`, con la columna " ":guilabel:`entregado` completada y listo para ser facturado." #: ../../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 "" "Una orden de venta con el gasto configurado listo para su facturación en la " "pestaña de líneas de la orden." #: ../../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 "" "Después de confirmar los detalles del gasto, haga clic en :guilabel:`crear " "factura` en la parte superior de la orden de venta. Cuando haga clic, " "aparecerá una ventana emergente de :guilabel:`crear factura`." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A create invoices pop-up window that appears when the Create Invoice is " "clicked." msgstr "" "Una ventana emergente de crear facturas que aparece cuando se hace clic en " "crear factura." #: ../../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 "" "Desde esta ventana emergente, deje el campo :guilabel:`crear factura` en la " "opción predeterminada de :guilabel:`factura regular` y haga clic en " ":guilabel:`crear borrador de factura`." #: ../../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 "" "Haciendo esto se revela un :guilabel:`borrador de factura del cliente` que " "muestra *solo* el gasto en la pestaña :guilabel:`líneas de factura`." #: ../../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 "" "Un borrador de factura de cliente con el gasto en la pestaña líneas de " "factura del formulario." #: ../../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 "" "Si toda la información relacionada con el gasto es correcta, haga clic en " ":guilabel:`confirmar` para confirmar la factura. Al hacerlo, se cambiará el " "estado de la factura de :guilabel:`borrador` a :guilabel:`registrado`." #: ../../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 "" "Si desea enviar la factura al cliente, haga clic en :guilabel:`enviar e " "imprimir`. Al hacerlo, se mostrará la ventana emergente :guilabel:`Enviar`, " "con un mensaje preconfigurado y la factura en formato PDF en el cuerpo del " "mensaje. Puede revisar y modificar el mensaje si es necesario." #: ../../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 "" "Una vez listo, haga clic en :guilabel:`enviar e imprimir` para enviar la " "factura al cliente. Cuando haga clic, la ventana emergente desaparecerá y " "Odoo enviará el mensaje/factura al cliente. Además, se descargará " "automáticamente un PDF de la factura con fines de registro y/o impresión." #: ../../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 "" "Vuelva a la :guilabel:`factura del cliente` y haga clic en el botón " ":guilabel:`registrar pago` cuando el cliente pague el gasto facturado." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "" "A customer invoice with the register payment button ready to be clicked." msgstr "" "Una factura de cliente con el botón de pago del registro listo para que se " "haga clic." #: ../../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 "" "Si hace clic en :guilabel:`registrar pago`, aparecerá la ventana emergente " ":guilabel:`registrar pago`. En esta ventana emergente, los campos necesarios" " se autocompletarán con la información correcta. Después de revisar la " "información, haga clic en :guilabel:`crear pago`." #: ../../content/applications/sales/sales/invoicing/expense.rst-1 msgid "A register payment pop-up window on a customer invoice in Odoo Sales." msgstr "" "Una ventana emergente de registro de pago en una factura de cliente en la " "aplicación Ventas." #: ../../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 "" "Una vez que se hace clic en :guilabel:`crear pago`, la ventana emergente " "desaparecerá y aparecerá un listón verde con la leyenda :guilabel:`en " "proceso de pago` en la esquina superior derecha de la factura, lo que indica" " que esta factura está pagada en su totalidad. De esta manera, se completa " "el flujo de trabajo." #: ../../content/applications/sales/sales/invoicing/expense.rst:227 #: ../../content/applications/sales/sales/invoicing/milestone.rst:236 msgid ":doc:`time_materials`" msgstr ":doc:`time_materials`" #: ../../content/applications/sales/sales/invoicing/expense.rst:228 msgid ":doc:`milestone`" msgstr ":doc:`milestone`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:3 msgid "Invoice based on delivered or ordered quantities" msgstr "Facturar por cantidades entregadas u ordenadas" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:5 msgid "" "Different business policies might require different options for invoicing:" msgstr "" "Diferentes políticas empresariales pueden necesitar distintas opciones para " "facturar:" #: ../../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 "" "La regla *Facturar lo ordenado* se utiliza de modo predeterminado en la " "aplicación Ventas de Odoo, lo cual significa que se facturará a los clientes" " cuando se confirme la orden de venta." #: ../../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 "" "La regla *Facturar lo entregado* facturará a los clientes cuando se realice " "la entrega. Por lo general, las empresas que venden materiales, líquidos o " "alimentos en grandes cantidades utilizan esta regla. En estos casos, la " "cantidad que se ordenó puede diferir un poco y, por lo tanto, es mejor " "opción facturar la cantidad que se entregó." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:14 msgid "" "Being able to have different invoicing options provides more flexibility." msgstr "Tener distintas opciones para facturar proporciona más flexibilidad." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:17 msgid "Invoicing policy features" msgstr "Funciones para la política de facturación" #: ../../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 "" "Para activar las funciones necesarias para la política de facturación, vaya " "a la aplicación :menuselection:`Ventas --> Configuración --> Ajustes`. En la" " sección :guilabel:`Facturación`, elija una regla para la " ":guilabel:`política de facturación`, puede ser :guilabel:`facturar lo " "ordenado` o :guilabel:`facturar lo entregado`." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "Choosing an invoicing policy on Odoo Sales." msgstr "" "Seleccionar una política de facturación en la aplicación Ventas de Odoo." #: ../../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 "" "Si elige la regla :guilabel:`facturar lo entregado`, entonces **no** será " "posible activar la función de :guilabel:`facturación automática` que se " "encarga de generar facturas de forma automática cuando se confirma un pago " "en línea." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:34 msgid "Invoicing policy on product form" msgstr "Política de facturación en un formulario de producto" #: ../../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 "" "En la página de cualquier producto, desde la aplicación " ":menuselection:`Ventas --> Productos --> tablero de Productos`, localice la " "opción :guilabel:`Política de facturación` en la pestaña de " ":guilabel:`Información general`. Puede seleccionar otra política al hacer " "clic en el menú desplegable. " #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to change your invoicing policy on a product form on Odoo Sales." msgstr "" "Cómo cambiar la política de facturación en un formulario de producto en la " "aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:45 msgid "Impact on sales flow" msgstr "Impacto en el flujo de ventas" #: ../../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 "" "El flujo de ventas básico en la aplicación *Ventas* inicia con la creación " "de una cotización que se envía a un cliente. Al confirmarse, se convierte en" " una orden de venta y esto, a su vez, crea una factura." #: ../../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 "" "De la siguiente forma las reglas impactan a la política de facturación en un" " flujo de ventas como el anterior:" #: ../../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:`Facturar lo ordenado`: no produce ningún impacto en un flujo de " "ventas básico y se crea una factura al momento de confirmar una venta." #: ../../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:`Facturar lo entregado`: produce un impacto menor en un flujo de " "ventas, ya que debe ingresar la cantidad entregada manualmente a la orden de" " ventas. También puede instalar la aplicación *Inventario* y utilizarla para" " confirmar la cantidad entregada antes de crear una factura con la " "aplicación *Ventas*." #: ../../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 "" "Si un usuario intenta crear una factura sin validar la cantidad entregada, " "aparecerá el siguiente mensaje de error: :guilabel:`No hay línea facturable." " Si un producto tiene una política de facturación basada en la cantidad " "recibida, asegúrese de que se haya recibido una cantidad.`" #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst:0 msgid "" "If Delivered Quantities invoicing policy is chosen, ensure a quantity has " "been delivered." msgstr "" "Si selecciona la política de facturación por cantidades entregadas, " "asegúrese de que se entregó alguna cantidad." #: ../../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 "" "Una vez que una cotización está confirmada y su estado cambia de " ":guilabel:`cotización enviada` a :guilabel:`orden de ventas` podrá ver las " "cantidades entregadas y facturadas desde la orden de ventas. Esto ocurre en " "cualquiera de las dos opciones de las reglas para la política de " "facturación." #: ../../content/applications/sales/sales/invoicing/invoicing_policy.rst-1 msgid "How to see your delivered and invoiced quantities on Odoo Sales." msgstr "" "Cómo ver las cantidades entregadas y facturadas en la aplicación Ventas de " "Odoo." #: ../../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 "" "Cuando se confirma la cotización, Odoo agrega las cantidades " ":guilabel:`entregadas` y :guilabel:`facturadas` a la factura en automático, " "incluso al realizar una entrega parcial." #: ../../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 "" "Por último, existen varias opciones distintas para crear una factura, como " ":guilabel:`factura normal`, :guilabel:`anticipo (porcentaje)` o " ":guilabel:`anticipo (importe fijo)`." #: ../../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 "" "Para obtener más información sobre las opciones para anticipos, consulte la " "siguiente documentación: " ":doc:`/applications/sales/sales/invoicing/down_payment`" #: ../../content/applications/sales/sales/invoicing/milestone.rst:3 msgid "Invoice project milestones" msgstr "Facturar objetivos de proyecto" #: ../../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 "" "La facturación basada en hitos del proyecto se puede utilizar para proyectos" " costosos o de gran escala. La serie de hitos en un proyecto representa una " "secuencia clara de trabajo que inevitablemente resultará en la finalización " "de un proyecto y/o contrato." #: ../../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 "" "Este método de facturación garantiza que la empresa obtenga un flujo " "constante de dinero durante toda la vida del proyecto. Los clientes pueden " "monitorear de cerca cada fase del desarrollo del proyecto a medida que " "ocurre, además de pagar una gran factura en varias cuotas, en lugar de todo " "de una vez." #: ../../content/applications/sales/sales/invoicing/milestone.rst:14 msgid "Create milestone products" msgstr "Crear productos de objetivo" #: ../../content/applications/sales/sales/invoicing/milestone.rst:16 msgid "" "In Odoo, each milestone of a project is considered as an individual product." msgstr "" "En Odoo, cada hito de un proyecto se considera como un producto individual." #: ../../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 "" "Para crear y/o configurar productos para que funcionen de esta manera, " "primero vaya a la aplicación :menuselection:`Ventas --> Productos --> " "Productos`. Luego, haga clic en un producto, o cree uno nuevo mediante el " "botón :guilabel:`Nuevo`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:22 msgid "" "The option to invoice based on milestones is only available for certain " "product types." msgstr "" "La opción de facturar con base en los objetivos solo está disponible para " "ciertos tipos de productos." #: ../../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 "" "En el formulario del producto, debajo de la pestaña :guilabel:`información " "general`, el campo :guilabel:`tipo de producto` *debe* establecerse en una " "de las siguientes opciones: :guilabel:`servicio`, :guilabel:`boleto de " "evento`, :guilabel:`estand de evento` o :guilabel:`curso`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The invoicing policy field drop-down menu with options on product form." msgstr "" "El menú desplegable del campo de política de facturación con opciones en el " "formulario de producto." #: ../../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 "" "Con cualquiera de esas opciones de :guilabel:`tipo de producto` " "seleccionadas, elija :guilabel:`según los objetivos` del menú desplegable " ":guilabel:`política de facturación`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:39 msgid "Beneath that is the :guilabel:`Create on Order` field." msgstr "Debajo de eso está el campo :guilabel:`crear en orden`." #: ../../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 "" "Para garantizar que los flujos de trabajo sean lo más fluidos posible, se " "recomienda seleccionar una opción en el campo :guilabel:`crear en orden`." #: ../../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 "" "Dejarlo en la opción predeterminada :guilabel:`Nada` no afectará " "negativamente el flujo de trabajo deseado. Sin embargo, *debe* crear un " "proyecto directamente desde un formulario de orden de venta con ese producto" " específico. Una vez que crea un proyecto, *entonces* se pueden crear y " "configurar objetivos y tareas." #: ../../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 "" "Una vez que haga clic en la opción predeterminada :guilabel:`crear en orden`" " de :guilabel:`Nada`, verá un menú desplegable con las siguientes opciones:" #: ../../content/applications/sales/sales/invoicing/milestone.rst:53 msgid "" ":guilabel:`Task`: Odoo creates a task related to this milestone product in " "the *Projects* app when this specific product is ordered." msgstr "" ":guilabel:`Tarea:`: Odoo crea una tarea relacionada con este producto de " "objetivo en la aplicación *Proyectos* cuando se realiza una orden con este " "producto específico." #: ../../content/applications/sales/sales/invoicing/milestone.rst:55 msgid "" ":guilabel:`Project \\& Task`: Odoo creates a project and task related to " "this milestone product in the *Projects* app when this specific product is " "ordered." msgstr "" ":guilabel:`Proyecto y tarea:`: Odoo crea un proyecto y una tarea relacionada" " con este producto de objetivo en la aplicación *Proyecto* cuando se realiza" " una orden con este producto específico." #: ../../content/applications/sales/sales/invoicing/milestone.rst:57 msgid "" ":guilabel:`Project`: Odoo creates a project related to this milestone " "product in the *Projects* app when this specific product is ordered." msgstr "" ":guilabel:`Proyecto:`: Odoo crea un proyecto relacionado con este producto " "de objetivo en la aplicación *Proyecto* cuando se realiza una orden con este" " producto específico." #: ../../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 "" "Si selecciona :guilabel:`Tarea`, aparecerá el campo :guilabel:`Proyecto`. En" " este campo, seleccione a qué proyecto existente en la aplicación " "*Proyectos* debe estar conectada esta tarea creada." #: ../../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 "" "El campo Proyecto aparece cuando se selecciona la opción Tarea en el campo " "Crear en Orden." #: ../../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 "" "Si selecciona :guilabel:`proyecto y tarea` o :guilabel:`proyecto`, " "aparecerán dos nuevos campos: :guilabel:`plantilla de proyecto` y " ":guilabel:`plantilla de espacio de trabajo`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Project template and workspace template fields that appear on milestone " "product." msgstr "" "El campo de plantilla de proyecto y el campo de plantilla de espacio de " "trabajo que aparecen en el producto de objetivo." #: ../../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 "" "El campo :guilabel:`plantilla de proyecto` proporciona opciones de plantilla" " para usar en el proyecto que se creará cuando se ordene este producto " "específico." #: ../../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 "" "El campo :guilabel:`plantilla de espacio de trabajo` proporciona opciones de" " plantilla para usar en el espacio de trabajo (en la aplicación " "*Documentos*, no la aplicación *Proyecto*) que se generará automáticamente " "para el proyecto cuando se ordene este producto específico." #: ../../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 "" "Para fines organizativos, haga clic en la pestaña :guilabel:`Ventas` en el " "formulario del producto y escriba una descripción personalizada relacionada " "con los 'objetivos' en el campo :guilabel:`descripción de ventas`. Esta " "información aparece en la columna :guilabel:`descripción` en la pestaña " ":guilabel:`líneas de la orden` de la orden de ventas." #: ../../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 "" "También puede editar/modificar directamente el campo :guilabel:`descripción`" " en la pestaña :guilabel:`líneas de la orden` de la orden de venta." #: ../../content/applications/sales/sales/invoicing/milestone.rst:90 msgid "This is *not* a requirement." msgstr "Esto *no* es un requisito." #: ../../content/applications/sales/sales/invoicing/milestone.rst:93 msgid "Invoice milestones" msgstr "Facturar objetivos" #: ../../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 "" "El siguiente flujo presenta un trío de productos de objetivo que tienen " ":guilabel:`Servicio` establecido como su :guilabel:`tipo de producto` y " ":guilabel:`tarea` establecida en su campo :guilabel:`crear en orden`." #: ../../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 "" "Producto con tipo de producto \"servicio\" y \"tarea\" en el campo crear en " "la orden del formulario." #: ../../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 "" "Esas tareas se adjuntan a un :guilabel:`proyecto` preexistente, que en este " "caso se titula :guilabel:`proyectos de cambio de marca`." #: ../../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 "" "Si desea facturar objetivos, cree una orden de venta con los productos del " "objetivo. Para hacerlo, vaya a la aplicación :menuselection:`Ventas --> " "Nuevo`. Al hacerlo, se mostrará un formulario vacío de cotización." #: ../../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 "" "Desde este formulario de cotización, agregue un :guilabel:`cliente`. Luego, " "haga clic en :guilabel:`agregar un producto` en la pestaña :guilabel:`líneas" " de la orden`. A continuación, agregue los productos de objetivo a la " "pestaña :guilabel:`líneas de la orden`." #: ../../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 "" "Una vez que haya agregado los productos correspondientes al objetivo, haga " "clic en :guilabel:`confirmar` para confirmar la orden, esta acción convierte" " la cotización en una orden de venta." #: ../../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 "" "Al confirmar la orden, aparecerán nuevos botones inteligentes en la parte " "superior de la orden de venta según lo seleccionado en el campo " ":guilabel:`crear en la orden` en el formulario del producto." #: ../../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 "" "En la orden de venta, haga clic en el botón inteligente " ":guilabel:`objetivos`. Al hacerlo, se mostrará una página en blanco de " ":guilabel:`objetivos`. Haga clic en :guilabel:`nuevo` para agregar " "objetivos." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "Adding milestones to a sales order with milestone products." msgstr "Agregar objetivos a una orden de venta con productos de objetivos." #: ../../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 "" "Ingrese un :guilabel:`nombre` para el objetivo. A continuación, aplíquelo al" " :guilabel:`artículo en la orden de venta` correspondiente. También puede " "asignar una :guilabel:`fecha límite` al objetivo." #: ../../content/applications/sales/sales/invoicing/milestone.rst:129 msgid "Repeat that process for all milestone sales order items." msgstr "" "Repite ese proceso para todos los elementos de la orden de venta de " "objetivos." #: ../../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 "" "Luego, regrese a la orden de venta, a través de las migas de pan. En la " "orden de venta, haga clic en el botón inteligente :guilabel:`tareas`. Al " "hacerlo, podrá ver la página :guilabel:`tareas` con una tarea para cada " "artículo de la orden de venta con esa opción designada en el campo " ":guilabel:`crear en la orden`." #: ../../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 "" "Página de tareas de muestra accedida a través del botón inteligente desde " "una orden de venta con productos de objetivo." #: ../../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 "" "Si desea asignar manualmente un objetivo configurado a una tarea, haga clic " "en la tarea deseada, lo que revela el formulario de la tarea. En el " "formulario de la tarea, seleccione el objetivo apropiado al que esta tarea " "debe estar conectada, en el campo :guilabel:`objetivo` ." #: ../../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 "" "El campo de objetivo en el formulario de tarea al tratar con productos de " "objetivo en la aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/invoicing/milestone.rst:147 msgid "Repeat this process for all milestone tasks." msgstr "Repita este proceso para todas las tareas de objetvio." #: ../../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 "" "Si estas tareas están configuradas correctamente, los empleados podrán " "registrar su progreso mientras trabajan en la tarea, además de agregar " "cualquier nota relacionada con la tarea." #: ../../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 "" "Una vez que esa tarea esté completa, significa que se ha alcanzado ese " "objetivo. En ese momento, es hora de facturarlo." #: ../../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 "" "Si desea facturar un objetivo primero regrese a la orden de venta, ya sea a " "través de los enlaces de navegación o a través de la aplicación de " ":menuselection:`Ventas -> Órdenes -> Órdenes` y seleccionar la orden de " "venta correspondiente." #: ../../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 "" "Vuelva al formulario de la orden de venta, haga clic en el botón inteligente" " :guilabel:`objetivos` y marque la casilla en la columna " ":guilabel:`alcanzado` para esa tarea en específico." #: ../../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 "" "Marcar un objetivo como alcanzado a través del botón inteligente de " "objetivos." #: ../../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 "" "A continuación, regrese a la orden de venta mediante el botón :guilabel:`ver" " orden de venta` en la página :guilabel:`objetivos`, o a través de los " "enlaces de navegación." #: ../../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 "" "De nuevo en la orden de venta, el artículo de línea para el objetivo que se " "ha alcanzado tiene su columna :guilabel:`entregado` completada. Esto se debe" " a que se ha alcanzado el objetivo y, por lo tanto, se ha entregado." #: ../../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 "" "Un producto de objetivo que se ha alcanzado y se ha marcado como entregado " "en la orden de venta en Odoo." #: ../../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 "" "Haga clic en :guilabel:`crear factura` en la esquina superior izquierda. Al " "hacerlo, se mostrará la ventana emergente :guilabel:`crear facturas`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The create invoices pop-up window that appears when create invoice button is" " clicked." msgstr "" "La ventana emergente 'crear factura' que aparece cuando se hace clic en el " "botón de crear factura." #: ../../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 "" "En la ventana emergente :guilabel:`crear factura`, deje la opción " ":guilabel:`crear factura` en la selección predeterminada :guilabel:`factura " "normal` y haga clic en el botón :guilabel:`crear borrador de factura`." #: ../../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 "" "Al hacer clic en :guilabel:`crear borrador de factura`, Odoo mostrará el " ":guilabel:`borrador de factura de cliente`, que muestra *solo* el objetivo " "alcanzado en la pestaña :guilabel:`líneas de la factura`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "A customer invoice draft showing only the milestone product that's been " "reached." msgstr "" "Un borrador de factura del cliente que muestra solo el producto de objetivo " "que se alcanzó." #: ../../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 "" "Desde esta página de factura, haga clic en el botón :guilabel:`confirmar` " "para confirmar la factura. Luego, cuando el cliente haya pagado por este " "objetivo, haga clic en :guilabel:`registrar pago`." #: ../../content/applications/sales/sales/invoicing/milestone.rst:198 msgid "" "When :guilabel:`Register Payment` is clicked, a :guilabel:`Register Payment`" " pop-up window appears." msgstr "" "Cuando haga clic en :guilabel:`registrar pago`, aparecerá la ventana " "emergente de :guilabel:`registrar pago`." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Register Payment pop-up window that appears when Register Payment is " "clicked." msgstr "" "La ventana emergente registro de pago que aparece cuando se hace clic en " "registro de pago." #: ../../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 "" "En esta ventana emergente, confirme la precisión de los campos " "autocompletados y luego haga clic en :guilabel:`crear pago`." #: ../../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 "" "Cuando se hace clic, la ventana emergente desaparece y Odoo vuelve a la " "factura para ese objetivo, que ahora tiene un listón verde con la leyenda " ":guilabel:`en proceso de pago` en la esquina superior derecha. Este listón " "indica que la factura se ha pagado." #: ../../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 "" "Una factura con un producto de objetivo que se ha pagado con un listón con " "la leyenda 'en proceso de pago'." #: ../../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 "" "Luego, regrese a la orden de venta a través de los enlaces de navegación. En" " la orden de venta, vaya a la pestaña :guilabel:`líneas de la orden`, ahí " "podrá ver el objetivo alcanzado que se ha facturado y pagado, con la columna" " :guilabel:`facturado` completada." #: ../../content/applications/sales/sales/invoicing/milestone.rst-1 msgid "" "The Invoiced column of a milestone product that's been paid for is filled." msgstr "" "La columna 'facturado' de un producto de objetivo que ha sido pagado está " "completa." #: ../../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 "" "También hay un nuevo botón inteligente :guilabel:`Facturas` en la parte " "superior de la orden de venta. Al hacer clic en él podrá ver todas las " "facturas vinculadas a esta orden de venta." #: ../../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 "" "El botón inteligente de facturas que aparece en la parte superior de una " "orden de venta con hitos." #: ../../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 "" "Repita el proceso anterior para cada objetivo conforme se vaya trabajando en" " él y, posteriormente, se complete." #: ../../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 "" "Continúe ese proceso hasta que se haya completado todo el proyecto, se haya " "facturado cada objetivo y se haya pagado la orden completa." #: ../../content/applications/sales/sales/invoicing/milestone.rst:237 msgid ":doc:`proforma`" msgstr ":doc:`proforma`" #: ../../content/applications/sales/sales/invoicing/proforma.rst:3 msgid "Pro-forma invoices" msgstr "Facturas proforma" #: ../../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 "" "Una factura *proforma* es una factura resumida o estimada que se envía antes" " de entregar la mercancía. Esta indica el tipo y la cantidad de bienes, su " "valor y otra información importante como los cargos por peso y transporte." #: ../../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 "" "Las facturas proforma se utilizan comúnmente como facturas preliminares con " "una cotización. También se utilizan durante la importación para fines " "aduaneros. Difieren de una factura normal, en que *no* son una demanda (o " "solicitud) de pago." #: ../../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 "" "**Debe** activar la función *factura proforma* para poder utilizar facturas " "proforma," #: ../../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 "" "Para activar esta función, vaya a la aplicación :menuselection:`Ventas --> " "Configuración --> Ajustes` y, en la sección :guilabel:`cotizaciones y " "órdenes`, haga clic en la casilla que se encuentra junto a " ":guilabel:`factura proforma`. Luego, haga clic en el botón correspondiente " "para :guilabel:`guardar` todos los cambios." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "The Pro-Forma Invoice feature setting in the Odoo Sales application." msgstr "" "Ajustes de la función para crear facturas proforma en la aplicación Ventas " "de Odoo." #: ../../content/applications/sales/sales/invoicing/proforma.rst:27 msgid "Send pro-forma invoice" msgstr "Enviar una factura proforma" #: ../../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 "" "Una vez que activó la función :guilabel:`Factura proforma`, tendrá la opción" " de enviarla desde cualquier cotización u orden de venta con el botón " ":guilabel:`Enviar factura proforma`." #: ../../content/applications/sales/sales/invoicing/proforma.rst-1 msgid "" "The Send Pro-Forma Invoice button on a typical sales order in Odoo Sales." msgstr "" "El botón \"Enviar factura proforma\" en una orden de ventas común en la " "aplicación Ventas en Odoo." #: ../../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 "" "Las facturas proforma **no** se pueden enviar para una orden de venta o " "cotización si ya se ha enviado una factura por un pago inicial, o para una " "suscripción recurrente." #: ../../content/applications/sales/sales/invoicing/proforma.rst:40 msgid "" "In either case, the :guilabel:`Send Pro-Froma Invoice` button does **not** " "appear." msgstr "" "En cualquier caso, no aparecerá el botón :guilabel:`enviar factura " "proforma`." #: ../../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 "" "Sin embargo, se pueden enviar facturas proforma para servicios, registros de" " eventos, cursos y nuevas suscripciones. Las facturas proforma no se limitan" " a bienes físicos, consumibles o almacenables." #: ../../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 "" "Cuando se hace clic en el botón :guilabel:`enviar factura proforma`, aparece" " una ventana emergente desde la cual se puede enviar un correo electrónico." #: ../../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 "" "En la ventana emergente, el campo :guilabel:`destinatarios` se completa " "automáticamente con el cliente de la orden de venta o cotización. El campo " ":guilabel:`asunto` y el cuerpo del correo electrónico se pueden modificar, " "si es necesario." #: ../../content/applications/sales/sales/invoicing/proforma.rst:52 msgid "" "The pro-forma invoice is automatically added as an attachment to the email." msgstr "" "La factura proforma se agrega automáticamente como un adjunto al correo " "electrónico." #: ../../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 "" "Una vez que esté listo, haga clic en :guilabel:`Enviar` y Odoo enviará el " "correo electrónico con la factura proforma adjunta al cliente." #: ../../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 "" "La ventana emergente para redactar un correo electrónico que aparece con la " "factura proforma adjunta en la aplicación Ventas de Odoo." #: ../../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 "" "Para previsualizar la factura proforma haga clic en el PDF en la parte " "inferior de la ventana emergente de correo electrónico *antes* de hacer clic" " en :guilabel:`enviar`. El documento se descargará de forma automática al " "hacer clic en el PDF, ábralo para ver y revisar el contenido de la factura " "proforma." #: ../../content/applications/sales/sales/invoicing/proforma.rst:0 msgid "Sample pro-forma invoice PDF from Odoo Sales." msgstr "" "Ejemplo de una factura proforma en PDF de la aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:3 msgid "Invoicing based on time and materials" msgstr "Facturación basada en tiempo y materiales" #: ../../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 "" "La facturación basada en tiempo o materiales se utiliza típicamente cuando " "no es posible estimar con precisión el tamaño de un proyecto, o cuando los " "requisitos de un proyecto pueden cambiar." #: ../../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 "" "Esto es diferente a un contrato de precio fijo, cuando un cliente acepta " "pagar un total especificado para el cumplimiento del contrato, sin importar " "lo que se deba pagar a los empleados, subcontratistas, proveedores, etc." #: ../../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 "" "La aplicación *Ventas* de Odoo puede facturar por tiempo y otros gastos (por" " ejemplo, transporte, alojamiento), así como compras necesarias para cumplir" " con una orden." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:16 msgid "App and settings configuration" msgstr "Configuración de aplicación y ajustes" #: ../../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 "" "Primero, para llevar un seguimiento preciso del progreso de un proyecto, las" " aplicaciones *Proyecto* y *Contabilidad* de Odoo **deben** estar " "instaladas." #: ../../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 "" "Vaya al :menuselection:`tablero principal de Odoo --> Aplicaciones` para " "instalar la aplicación *Proyecto*. Busque el cuadro con la aplicación " ":guilabel:`Proyecto` en la página :guilabel:`Aplicaciones` y haga clic en " ":guilabel:`Activar`. La página se actualizará de forma automática y volverá " "al tablero principal de Odoo, allí aparecerá la aplicación " ":guilabel:`Proyecto` y podrá acceder a ella." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:26 msgid "Repeat the same process to install the *Accounting* application." msgstr "Repita el mismo proceso para instalar la aplicación *Contabilidad*." #: ../../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 "" "Después de la instalación, haga clic en el icono de la aplicación " ":guilabel:`Contabilidad` desde el tablero principal de Odoo y vaya a " ":menuselection:`Configuración --> Ajustes`. En la página de " ":guilabel:`Ajustes`, vaya a la sección :guilabel:`Análisis` y asegúrese de " "que la casilla junto a :guilabel:`Contabilidad analítica` esté marcada." #: ../../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 "" "Cómo se ve activar la configuración de Contabilidad analítica en la página " "de configuración de la aplicación Contabilidad de Odoo." #: ../../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 "" "Luego, haga clic en :guilabel:`guardar` para guardar todos los cambios." #: ../../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 "" "Luego, vaya al :menuselection:`tablero principal de Odoo --> Aplicación " "Proyecto --> Configuración --> Ajustes`. En la página :guilabel:`Ajustes`, " "en la sección de :guilabel:`gestión del tiempo`, asegúrese de marcar la " "casilla junto a la función :guilabel:`hojas de horas`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "What the Timesheets feature looks like on the Odoo Project settings page." msgstr "" "Cómo se ve la función hojas de horas en la página de configuración de la " "aplicación Proyecto de Odoo." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:52 msgid "Service product configuration" msgstr "Configuración del producto de servicio" #: ../../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 "" "La función *hojas de horas* en la aplicación *Proyecto* permite facturar por" " el tiempo dedicado en un proyecto, pero **solo** cuando se hayan realizado " "las siguientes configuraciones de producto." #: ../../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 "" "La facturación por tiempo dedicado en un proyecto **solo** es posible con " "productos que tengan *servicio* establecido como *tipo de producto* en su " "formulario de producto." #: ../../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 "" "Si desea configurar un producto de servicio, primero vaya a la aplicación " ":menuselection:`Ventas --> Productos --> Productos`. En la página " ":guilabel:`Productos`, seleccione el producto de servicio deseado para " "configurarlo, o haga clic en :guilabel:`nuevo` para crear un nuevo producto." #: ../../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 "" "Desde el formulario del producto, en la pestaña :guilabel:`información " "general`, establezca el :guilabel:`tipo de producto` en " ":guilabel:`servicio`. Luego, abra el menú desplegable en el campo " ":guilabel:`política de facturación` y seleccione :guilabel:`según las hojas " "de horas`." #: ../../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 "" "A continuación, desde el menú desplegable :guilabel:`crear en orden`, " "seleccione :guilabel:`proyecto y tarea`. Esta configuración indica que, " "cuando se cree una orden de venta con este producto de servicio específico, " "también se creará un nuevo proyecto y tarea en la aplicación *Proyecto*." #: ../../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 "" "Las configuraciones correctas para la política de facturación y los campos " "crear en orden para productos de servicio." #: ../../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 "" "También puede elegir la opción :guilabel:`tarea` desde el menú desplegable " ":guilabel:`crear en orden`. Si elige :guilabel:`tarea` debe seleccionar un " "proyecto existente en el que aparecerá la tarea en el campo " ":guilabel:`proyecto`, que solo aparece si se elige :guilabel:`tarea` en el " "campo :guilabel:`crear en orden`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:84 msgid "Add time spent to sales order" msgstr "Adición del tiempo dedicado a la orden de venta" #: ../../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 "" "Después de configurar correctamente un producto de servicio con la *política" " de facturación* correcta y las opciones de *creación de órdenes*, es " "posible agregar el tiempo dedicado a una orden de venta." #: ../../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 "" "Si desea verlo en acción, vaya a la aplicación :menuselection:`Ventas --> " "Nuevo` para abrir un formulario vacío de cotización. Luego, agregue un " ":guilabel:`cliente`, y en la pestaña :guilabel:`líneas de la orden`, haga " "clic en :guilabel:`agregar un producto`, y seleccione el :ref:`producto de " "servicio configurado correctamente ` del menú desplegable." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:94 msgid "Next, click :guilabel:`Confirm` to confirm the order." msgstr "" "A continuación, haga clic en :guilabel:`confirmar` para confirmar la orden." #: ../../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 "" "Después de confirmar la orden de venta, aparecerán dos botones inteligentes " "en la parte superior del formulario de orden: :guilabel:`Proyectos` y " ":guilabel:`Tareas`." #: ../../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 "" "Cómo se ven los botones inteligentes 'Proyectos' y 'Tareas' en una orden de " "venta en la aplicación Ventas de Odoo." #: ../../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 "" "Si se hace clic en el botón inteligente :guilabel:`proyectos`, verá el " "proyecto específico relacionado con esta orden de venta. Si se hace clic en " "el botón inteligente :guilabel:`tareas`, verá la tarea específica del " "proyecto relacionada con esta orden de venta. Ambos también son accesibles " "en la aplicación *Proyecto*." #: ../../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 "" "Si desea agregar el tiempo dedicado a una orden de venta, haga clic en el " "botón inteligente :guilabel:`tareas`." #: ../../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 "" "En el formulario de tarea, seleccione la pestaña :guilabel:`hojas de horas`." " Desde la pestaña :guilabel:`hojas de horas` puede asignar empleados para " "que trabajen en el proyecto, también se puede añadir el tiempo que dedican a" " la tarea, por los empleados o por la persona que creó la orden de venta." #: ../../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 "" "Si desea agregar un empleado y su tiempo dedicado a la tarea, haga clic en " ":guilabel:`agregar una línea` en la pestaña :guilabel:`hojas de horas`. " "Luego, seleccione la :guilabel:`fecha` y el :guilabel:`empleado` " "correspondiente. También existe la opción de agregar una breve descripción " "del trabajo realizado durante este tiempo en la columna " ":guilabel:`descripción`, pero no es obligatorio." #: ../../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 "" "Por último, ingrese la cantidad de tiempo dedicado en la tarea en la columna" " :guilabel:`horas dedicadas` y haga clic para completar esa línea en la " "pestaña :guilabel:`hoja de horas`." #: ../../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 "" "El tiempo ingresado en la columna :guilabel:`horas dedicadas` se refleja " "inmediatamente en el campo :guilabel:`tiempo asignado` (ubicado cerca de la " "parte superior del formulario de la tarea) en forma de porcentaje, que " "refleja cuántas horas de trabajo asignadas en total se han completado hasta " "ahora." #: ../../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 "" "Esa misma información se encuentra como horas numéricas en los campos " ":guilabel:`horas dedicadas` y :guilabel:`horas restantes`, ubicados en la " "parte inferior de la pestaña :guilabel:`hoja de horas`." #: ../../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 "" "Cómo se ve la pestaña de 'hoja de horas' en un formulario de tarea en las " "aplicaciones Ventas y Proyecto." #: ../../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 "" "Repita este proceso para todos los empleados y horas que se hayan trabajado " "en el proyecto." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:136 msgid "Invoice time spent" msgstr "Factura del tiempo dedicado" #: ../../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 "" "Una vez que se hayan agregado todos los empleados necesarios y el tiempo " "dedicado a la tarea del proyecto, regrese a la orden de venta para facturar " "al cliente por esas horas. Para ello, haga clic en el botón inteligente " ":guilabel:`orden de venta` en la parte superior del formulario de la tarea, " "o regrese a la orden de venta mediante los enlaces de navegación, ubicados " "en la parte superior izquierda de la pantalla." #: ../../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 "" "De nuevo en el formulario de orden de venta, podrá ver el tiempo que se " "agregó a la tarea en la pestaña :guilabel:`líneas de la orden` (en la " "columna :guilabel:`entregado`) y en el nuevo botón inteligente " ":guilabel:`horas registradas` en la parte superior de la orden de venta." #: ../../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 "" "Si desea facturar al cliente por el tiempo dedicado en el proyecto, haga " "clic en :guilabel:`crear factura` y seleccione :guilabel:`factura normal` en" " la ventana emergente :guilabel:`crear facturas`. Luego, haga clic en " ":guilabel:`crear borrador de factura`." #: ../../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 "" "Esto hará que se muestre un :guilabel:`borrador de factura del cliente`, con" " todo el trabajo realizado en la pestaña :guilabel:`líneas de factura`." #: ../../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 "" "Preste atención a la columna :guilabel:`distribución analítica` en la " ":guilabel:`factura del cliente`, ya que esa información es necesaria para " "asegurar que otras tareas de facturación de tiempo/material se completen " "correctamente." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:0 msgid "Invoice draft showing time spent on sales order in Odoo Sales." msgstr "" "Borrador de factura que muestra el tiempo dedicado en la orden de venta." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:163 msgid "" "Click :guilabel:`Confirm` to confirm the invoice and continue with the " "invoicing process." msgstr "" "Haga clic en :guilabel:`confirmar` para confirmar la factura y continuar con" " el proceso de facturación." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:169 msgid "Expenses configuration" msgstr "Configuración de Gastos" #: ../../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 "" "Para poder realizar un seguimiento y facturar los gastos relacionados con " "una orden de venta, debe instalar la aplicación *Gastos* de Odoo." #: ../../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 "" "Si desea instalar la aplicación *Gastos*, vaya al :menuselection:`tablero " "principal de Odoo --> Aplicaciones`. Luego, en la página " ":guilabel:`Aplicaciones`, busque el bloque de la aplicación " ":guilabel:`Gastos` y haga clic en :guilabel:`activar`." #: ../../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 "" "La página se actualizará de formar automática y volverá al tablero principal" " de Odoo, donde ahora podrá ver la aplicación :guilabel:`Gastos`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:184 msgid "Add expenses to sales order" msgstr "Agregar gastos a órdenes de venta" #: ../../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 "" "Si desea agregar un gasto a una orden de venta, primero vaya a la aplicación" " :menuselection:`Gastos`. Luego, desde el tablero principal de *Gastos*, " "haga clic en :menuselection:`nuevo`, lo que revela un formulario vacío de " "gasto." #: ../../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 "" "En el formulario de gastos, añada una :guilabel:`descripción` del gasto (por" " ejemplo, `estancia en hotel`, `boleto de avión`). A continuación, en el " "campo :guilabel:`categoría`, seleccione la opción adecuada del menú " "desplegable (por ejemplo, :guilabel:`comidas`, :guilabel:`millas`, " ":guilabel:`viaje y alojamiento`)." #: ../../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 "" "Puede agregar y modificar categorías de gastos desde :menuselection:`Gastos " "--> Configuración --> Categorías de gastos`." #: ../../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 "" "Luego, ingrese el importe total del gasto en el campo :guilabel:`total`, así" " como cualquier :guilabel:`impuesto incluido` que se pueda aplicar. A " "continuación, asegúrese de seleccionar el :guilabel:`empleado` correcto y " "designe quién pagó el gasto en el campo :guilabel:`pagado por`: el " ":guilabel:`empleado (por reembolsar)` o la :guilabel:`empresa`." #: ../../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 "" "A continuación, en el campo :guilabel:`cliente al que se le va a volver a " "facturar`, seleccione la orden de venta correspondiente del menú " "desplegable. Luego, seleccione esa misma información de la orden de venta en" " el campo :guilabel:`distribución analítica`." #: ../../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 "" "El campo :guilabel:`distribución analítica` **solo** tendrá la orden de " "venta correspondiente como opción si la orden de venta contiene un producto " "de servicio que se factura según la *hoja de horas*, el *objetivo* o las " "*cantidades entregadas*." #: ../../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 "" "Cómo completar correctamente un formulario de gastos vinculado a una orden " "de venta en Odoo." #: ../../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 "" "Si hay algún recibo que se deba cargar y vincular al gasto, haga clic en el " "botón :guilabel:`adjuntar recibo` y suba los documentos necesarios al gasto." " **No** es obligatorio pero puede afectar si se aprueba un gasto o no." #: ../../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 "" "Cuando se haya ingresado toda la información, haga clic en :guilabel:`crear " "reporte` para crear un reporte de gastos que detalle toda la información de " "gastos que acaba de ingresar." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "How an Expense Report Summary looks in Odoo Expenses." msgstr "" "Visualización del resumen de un reporte de gastos en la aplicación Gastos de" " Odoo." #: ../../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 "" "Después aparece la opción :guilabel:`Enviar al gerente` para que realice la " "aprobación. Una vez hecha, aparece :guilabel:`Reportar en el siguiente " "recibo de nómina`." #: ../../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 "" "Para ejemplificar este flujo completo, seleccione :guilabel:`Enviar al " "gerente`, luego el gerente debería hacer clic en :guilabel:`Aprobar` para " "aprobar este gasto y después en :guilabel:`Publicar asientos contables` para" " publicar este gasto en el diario de contabilidad." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:234 msgid "Invoice expenses" msgstr "Gastos de factura" #: ../../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 "" "Para incluir un :ref:`gasto en la orden de venta ` y facturárselo al cliente, vaya a la orden de venta " "relacionada. Puede acceder a ella desde la aplicación " ":menuselection:`Ventas` o desde el reporte de gastos en la aplicación " ":menuselection:`Gastos`. Una vez que se encuentre en el reporte de gastos, " "haga clic en el botón inteligente :guilabel:`Órdenes de venta` ubicado en la" " parte superior de la página." #: ../../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 "" "Si vinculó el reporte de gastos a la orden de venta, el gasto recién " "configurado ahora tiene su propia línea en la pestaña :guilabel:`Líneas de " "la orden` y se puede facturar al cliente." #: ../../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 "" "Un gasto en la pestaña \"Líneas de la orden\" de una orden de venta en la " "aplicación Ventas de Odoo." #: ../../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 "" "Para facturar al cliente por el gasto en la orden de venta, haga clic en " ":guilabel:`Crear factura`, seleccione :guilabel:`Factura normal` en la " "ventana emergente para :guilabel:`Crear facturas` y después haga clic en " ":guilabel:`Crear borrador de factura`." #: ../../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 "" "Aparecerá el :guilabel:`borrador de factura al cliente` para el gasto. " "Después puede continuar con el proceso de facturación de forma habitual." #: ../../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 "" "Factura del cliente (de muestra) por un gasto generado de una orden de venta" " en la aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:260 msgid "Purchase configuration" msgstr "Configuración de Compra" #: ../../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 "" "Para poder facturar a un cliente por las compras realizadas en una orden de " "venta, **debe** tener instalada la aplicación *Compra*." #: ../../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 "" "Vaya al :menuselection:`tablero principal de Odoo --> Aplicaciones` para " "instalar la aplicación *Compra*. Busque el cuadro con la aplicación " ":guilabel:`Compra` en la página :guilabel:`Aplicaciones` y haga clic en " ":guilabel:`Activar`. La página se actualizará de forma automática y volverá " "al tablero principal de Odoo, allí aparecerá la aplicación " ":guilabel:`Compra` y podrá acceder a ella." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:273 msgid "Add purchase to sales order" msgstr "Agregar una compra a la orden de venta" #: ../../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 "" "Para poder agregar una compra a una orden de venta, es necesario que primero" " cree una orden de compra. Para crearla, vaya a la " ":menuselection:`aplicación Compra --> Nuevo`. Esta acción abrirá un " "formulario de orden de compra que deberá completar." #: ../../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 "" "Agregue un :guilabel:`proveedor` a la orden de compra. Después, en la " "pestaña de :guilabel:`Productos`, haga clic en el menú desplegable " ":guilabel:`opciones adicionales de columna` que está representado por dos " "líneas horizontales con puntos y está ubicado a la derecha de los " "encabezados de columna. Seleccione :guilabel:`Distribución analítica` en ese" " menú desplegable. " #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to add analytic distribution column on purchase order form in Odoo " "Purchase." msgstr "" "Cómo agregar la columna de distribución analítica en el formulario de orden " "de compra en la aplicación Compra de Odoo." #: ../../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 "" "Después de agregar la columna :guilabel:`Distribución analítica` a los " "encabezados en la pestaña de :guilabel:`Productos` del formulario de la " "orden de compra, agregue los productos a la orden de compra. Para esto, haga" " clic en :guilabel:`Agregar un producto` y seleccione uno con el menú " "desplegable. Repita este paso para todos los productos que desee agregar." #: ../../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 "" "Para facturar una compra de forma adecuada en una orden de venta, el " "producto en la orden de compra **debe** estar configurado como " ":guilabel:`Puede ser un gasto`, tener una :guilabel:`política de " "facturación` de tipo :guilabel:`Cantidades entregadas` y tener la opción " ":guilabel:`Al costo` seleccionada en el campo :guilabel:`Volver a facturar " "los gastos` en su formulario de producto." #: ../../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 "" "Ajustes del producto para una orden de compra que se facturará en una orden " "de venta en Odoo." #: ../../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 "" "Luego, seleccione la :guilabel:`Distribución analítica` apropiada asociada " "con la orden de venta a la que está relacionada esta orden de compra. Haga " "clic en el campo vacío :guilabel:`Distribución analítica` para abrir la " "ventana emergente :guilabel:`Analítica`." #: ../../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 "" "Seleccione la distribución analítica asociada con la orden de venta a " "facturar por la compra desde el menú desplegable :guilabel:`Departamentos`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "How to select the Analytic Distribution department from a purchase order in " "Odoo." msgstr "" "Cómo seleccionar el departamento de Distribución analítica de una orden de " "compra en Odoo." #: ../../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 "" "Una vez que haya completado toda la información en la pestaña " ":guilabel:`Productos` de la orden de compra, debe confirmar la orden. Haga " "clic en :guilabel:`Confirmar orden` y luego, después de recibir los " "productos, haga clic en :guilabel:`Recibir productos`. Estas acciones " "crearán un formulario de recepción." #: ../../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 "" "Si debe ingresar los números de serie o de lote antes de validar la " "recepción de los productos, vaya al formulario de recepción y haga clic en " "el icono de :guilabel:`detalles` que está representado por cuatro líneas " "horizontales y está ubicado en el extremo derecho de la línea del producto." #: ../../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 "" "Al realizar la acción anterior, se abrirá la pestaña :guilabel:`Operaciones " "detalladas`, allí agregue los :guilabel:`números de lote y serie` y las " "cantidades :guilabel:`hechas`, si es necesario. Al terminar, haga clic en " ":guilabel:`Confirmar`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:326 msgid "Then, click :guilabel:`Validate` to validate the purchase order." msgstr "" "Haga clic en el botón correspondiente para :guilabel:`validar` la orden de " "compra." #: ../../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 "" "A continuación, vuelva a la orden de compra con los enlaces de las migas de " "pan que se encuentran en la parte superior de la página. Haga clic en " ":guilabel:`Crear factura` para crear una factura de vendedor que pueda " "facturar al cliente en la orden de venta adjunta." #: ../../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 "" "Borrador de una factura de proveedor para una orden de compra que se " "facturará al cliente en Odoo." #: ../../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 "" "Antes de confirmar debe ingresar una :guilabel:`fecha de factura` en el " ":guilabel:`borrador de la factura de proveedor`. Si *no* proporciona una " ":guilabel:`fecha de factura` aparecerá una ventana de error que le pedirá " "que ingrese esa información, de lo contrario no podrá realizar la " "confirmación." #: ../../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 "" "Haga clic en :guilabel:`Confirmar` para confirmar la factura del proveedor. " "Esta se agregará de forma automática a la orden de venta, allí se puede " "facturar directamente al cliente relacionado." #: ../../content/applications/sales/sales/invoicing/time_materials.rst:345 msgid "Invoice purchase" msgstr "Facturar una compra" #: ../../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 "" "Para facturar a un cliente por una compra en una orden de venta, primero " ":ref:`agregue la compra a la orden de venta ` y después vaya a la orden de venta correspondiente en la " "aplicación :menuselection:`Ventas`." #: ../../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 "" "En la orden de venta adjunta a la orden de compra, el producto comprado " "ahora tiene su propia línea de producto en la pestaña de :guilabel:`Líneas " "de la orden` y, además, está listo para ser facturado." #: ../../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 "" "Producto de la orden de compra en la orden de venta a facturar al cliente en" " la aplicación Ventas de Odoo." #: ../../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 "" "Para facturar la compra al cliente, haga clic en :guilabel:`Crear factura`, " "seleccione :guilabel:`Factura normal` en la ventana emergente para " ":guilabel:`Crear facturas` y después haga clic en :guilabel:`Crear borrador " "de factura`." #: ../../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 "" "Esta acción abre el :guilabel:`borrador de la factura del cliente` con el " "producto recién agregado de la orden de compra en la pestaña " ":guilabel:`Líneas de factura`." #: ../../content/applications/sales/sales/invoicing/time_materials.rst-1 msgid "" "Customer invoice draft with purchase product attached to sales order in " "Odoo." msgstr "" "Borrador de la factura del cliente con el producto de compra adjunto a la " "orden de venta en Odoo." #: ../../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 "" "Para completar el proceso de facturación, haga clic en :guilabel:`Confirmar`" " para confirmar la factura y luego en :guilabel:`Registrar pago` dentro del " "formulario emergente :guilabel:`Registrar pago`." #: ../../content/applications/sales/sales/products_prices.rst:5 msgid "Products & Prices" msgstr "Productos y precios" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:3 msgid "Use eWallets and gift cards" msgstr "Usar monederos electrónicos y tarjetas de regalo" #: ../../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 "" "En Odoo, los clientes pueden utilizar **monederos electrónicos** y " "**tarjetas de regalo** para realizar compras en línea o en la tienda física." #: ../../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 "" "Para habilitar el uso de monederos electrónicos y tarjetas de regalo en las " "aplicaciones Comercio electrónico y Punto de venta (PdV), primero habilite " "la función :guilabel:`descuentos, lealtad y tarjetas de regalo` en " ":menuselection:`Ventas --> Configuración --> Ajustes --> Sección de " "precios`. Una vez habilitada, vaya a la aplicación :menuselection:`Ventas " "--> Productos --> Tarjetas de regalo y monederos electrónicos` y " ":guilabel:`cree` un nuevo programa de monederos electrónicos o tarjetas de " "regalo." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:13 msgid "eWallets" msgstr "Monederos electrónicos" #: ../../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 "" "Los monederos electrónicos permiten que los clientes guarden créditos en su " "cuenta en línea y los utilicen como método de pago al comprar artículos en " "tiendas físicas o en línea. También puede usar la función de monederos " "electrónicos para centralizar varias :ref:`tarjetas de regalo " "`." #: ../../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 "" "Antes de crear un programa de monederos electrónicos, debe crear un producto" " de **recarga** de monedero electrónico. Las recargas son créditos digitales" " predefinidos que se agregan a un monedero electrónico a cambio de su " "equivalente en la divisa real. Estos créditos se pueden utilizar como método" " de pago en la tienda de comercio electrónico o en el :abbr:`PdV (Punto de " "venta)`. Las recargas pueden ser de distintos importes." #: ../../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 "" "Se puede comprar una recarga de $50 por $50 en físico. Esto agrega el mismo " "importe en créditos al monedero electrónico." #: ../../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 "" "Para crear un producto de recarga vaya a :menuselection:`Ventas --> " "Productos --> Productos` y :guilabel:`cree` un nuevo producto. Configure las" " opciones en la plantilla de producto como se indica a continuación:" #: ../../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:`Nombre de producto`: agregue un nombre para el producto de " "recarga (por ejemplo, `Recarga de $50`)." #: ../../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:`Se puede vender`: debe estar habilitado." #: ../../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:`Tipo de producto`: seleccione :guilabel:`servicio`." #: ../../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:`Política de facturación`: seleccione :guilabel:`precio fijo o de " "prepago`." #: ../../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:`Crear en la orden`: seleccione :guilabel:`nada`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:35 msgid ":guilabel:`Sales Price`: enter the amount of the top-up" msgstr ":guilabel:`Precio de venta`: introduzca el importe de la recarga." #: ../../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 "" "Para tener recargas de distintos importes para los monederos electrónicos, " "cree varios productos de recarga y modifique el :guilabel:`precio de venta`." #: ../../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 "" "Una vez que cree la recarga, vaya a :menuselection:`Ventas --> Productos -->" " Tarjetas de regalo y monederos electrónicos` para :guilabel:`crear` un " "programa de monederos electrónicos. Las siguientes opciones de configuración" " están disponibles:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:44 msgid ":guilabel:`Program Name`: enter a name for the eWallet program" msgstr "" ":guilabel:`Nombre del programa`: escriba un nombre para el programa de " "monedero electrónico." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:45 msgid ":guilabel:`Program Type`: select :guilabel:`eWallet`" msgstr "" ":guilabel:`Tipo de programa`: seleccione :guilabel:`monedero electrónico`." #: ../../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:`Productos de monedero electrónico`: seleccione la recarga de " "monedero electrónico que creó con anterioridad. Repita el proceso si creó " "recargas de distintos importes." #: ../../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:`Plantilla de correo`: seleccione la plantilla que se utilizará " "para enviar un correo electrónico al cliente. Para crear una nueva " "plantilla, haga clic en el campo, seleccione :guilabel:`Buscar más` y " "después en :guilabel:`Nuevo`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:51 msgid "" ":guilabel:`Currency`: select the currency to use for the eWallet program" msgstr "" ":guilabel:`Divisa`: seleccione la divisa que se utilizará en el programa de " "monedero electrónico." #: ../../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:`Empresa`: seleccione la empresa para la que el programa es válido" " y se encuentra disponible." #: ../../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:`Disponible en`: seleccione las aplicaciones en las que el " "programa es válido y se encuentra disponible." #: ../../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:`Sitio web`: seleccione el sitio web en el que el programa es " "válido y se encuentra disponible. Deje este campo vacío para incluir todos " "los sitios web." #: ../../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:`Punto de venta`: seleccione el punto de venta en el que el " "programa es válido y se encuentra disponible. Deje este campo vacío para " "incluir todos los :abbr:`PdV (Punto de venta)`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallet program configuration page" msgstr "Página de configuración del programa de monedero electrónico." #: ../../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 "" "Una vez que el programa se encuentra configurado, haga clic en el botón " ":guilabel:`Generar monedero electrónico` en la esquina superior izquierda " "para generarlos. Estos se pueden generar por :guilabel:`clientes` o las " ":guilabel:`etiquetas de cliente` y la cantidad se adapta de manera " "automática según lo que haya seleccionado. Luego, establezca el valor del " ":guilabel:`monedero electrónico` y por ultimo establezca el período " ":guilabel:`Válido hasta` si aplica." #: ../../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 "" "Puede acceder a los monederos electrónicos generados a través del botón " "inteligente :guilabel:`Monederos electrónicos` en la esquina superior " "derecha. Allí puede :guilabel:`enviar` o :guilabel:`compartir` los monederos" " por correo electrónico o un enlace URL." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "eWallets send and share buttons" msgstr "Botones para enviar y compartir monederos electrónicos." #: ../../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 "" "Haga clic en un monedero electrónico para cambiar la :guilabel:`fecha de " "vencimiento`, :guilabel:`contacto` o :guilabel:`saldo`. El " ":guilabel:`código` de un monedero electrónico *no* se puede modificar, " "eliminar o duplicar." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:82 msgid "Gift cards" msgstr "Tarjetas de regalo" #: ../../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 "" "Los clientes pueden comprar tarjetas de regalo y utilizarlas como método de " "pago en una tienda de comercio electrónico o un punto de venta." #: ../../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 "" "Antes de crear un nuevo programa de tarjetas de regalo, es necesario " "crearlas como productos. Para hacerlo, vaya a :menuselection:`Ventas --> " "Productos --> Productos` y haga clic en :guilabel:`Nuevo` para crear uno. En" " la plantilla de producto, configure las opciones de la siguiente manera:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:91 msgid ":guilabel:`Product Name`: enter a name for the gift card product" msgstr "" ":guilabel:`Nombre del producto`: escriba un nombre para el producto de " "tarjeta de regalo." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:96 msgid ":guilabel:`Sales Price`: enter the amount of the gift card" msgstr "" ":guilabel:`Precio de venta`: escriba el importe de la tarjeta de regalo." #: ../../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 "" "Para tener tarjetas de regalo con distintos importes, cree varias tarjetas " "de regalo y modifique el :guilabel:`precio de venta`." #: ../../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 "" "Una vez que cree la tarjeta de regalo, vaya a :menuselection:`Ventas --> " "Productos --> Tarjetas de regalo y monedero electrónico` para " ":guilabel:`crear` un programa de tarjetas de regalo. Están disponibles las " "siguientes opciones de configuración:" #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:106 msgid ":guilabel:`Program Name`: enter a name for the gift card program" msgstr "" ":guilabel:`Nombre del programa`: escriba un nombre para el programa de " "tarjeta de regalo." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:107 msgid ":guilabel:`Program Type`: select :guilabel:`Gift Card`" msgstr "" ":guilabel:`Tipo de programa`: seleccione :guilabel:`tarjeta de regalo`." #: ../../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:`Productos de tarjeta de regalo`: seleccione la tarjeta de regalo " "que creó con anterioridad. Repita el proceso si creó tarjetas de regalo de " "distintos importes." #: ../../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:`Plantilla de correo`: seleccione la plantilla predeterminada " ":guilabel:`Tarjeta de regalo: Información de la tarjeta de regalo` o cree " "una nueva plantilla. Haga clic en el campo, seleccione :guilabel:`Buscar " "más` y después haga clic en :guilabel:`Nuevo`." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst:113 msgid ":guilabel:`Print Report`: select :guilabel:`Gift Card`" msgstr "" ":guilabel:`Imprimir reporte`: seleccione :guilabel:`Tarjeta de regalo`." #: ../../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:`Divisa`: seleccione la divisa que se utilizará en el programa de " "tarjeta de regalo." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift card program configuration page" msgstr "Página de configuración del programa de tarjeta de regalo." #: ../../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 "" "Una vez que el programa se encuentra configurado, haga clic en el botón " ":guilabel:`Generar tarjetas de regalo` en la esquina superior izquierda. Las" " tarjetas de regalo se pueden generar para :guilabel:`clientes anónimos` o " ":guilabel:`clientes seleccionados`. Establezca la :guilabel:`cantidad a " "generar` para :guilabel:`clientes anónimos`, o seleccione " ":guilabel:`clientes` o :guilabel:`etiquetas de cliente` para los " ":guilabel:`clientes seleccionados`. Luego, establezca el valor de la " ":guilabel:`tarjeta de regalo`, y por último el período en :guilabel:`Válido" " hasta` si aplica." #: ../../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 "" "Puede acceder a las tarjetas de regalo generadas a través del botón " "inteligente :guilabel:`Tarjetas de regalo` en la esquina superior derecha. " "Desde allí, puede :guilabel:`enviar` o :guilabel:`compartir` las tarjetas de" " regalo por correo electrónico o un enlace URL." #: ../../content/applications/sales/sales/products_prices/ewallets_giftcards.rst-1 msgid "Gift cards send and share buttons" msgstr "Botones para enviar y compartir tarjetas de regalo." #: ../../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 "" "Haga clic en una tarjeta de regalo para cambiar la :guilabel:`fecha de " "vencimiento`, :guilabel:`contacto` o :guilabel:`saldo`. El " ":guilabel:`código` de una tarjeta de regalo *no* se puede modificar, " "eliminar o duplicar." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:3 msgid "Discount and loyalty programs" msgstr "Programas de descuento y lealtad" #: ../../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 "" "Las aplicaciones *Ventas*, *Comercio electrónico* y *Punto de venta* de Odoo" " permiten que los usuarios creen programas de descuento y lealtad que los " "clientes pueden utilizar para comprar en línea y en la tienda. Estos " "programas ofrecen opciones de precios más variadas, públicas y con distintos" " plazos que las :doc:`listas de precios " "`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:11 msgid "Configure the settings" msgstr "Configurar ajustes" #: ../../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 "" "Para comenzar a usar los programas de descuento y lealtad, vaya a " ":menuselection:`Ventas --> Configuración --> Ajustes`. En la sección de " ":guilabel:`Precio` active el ajuste :guilabel:`Descuentos y tarjetas de " "lealtad y regalo` marcando la casilla junto a la función. Por último, haga " "clic en :guilabel:`guardar` los cambios." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:19 msgid "Configure discount and loyalty programs" msgstr "Configurar programas de descuento y lealtad" #: ../../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 "" "Para crear programas de descuento y lealtad, vaya a :menuselection:`Ventas " "--> Productos --> Descuento y lealtad`." #: ../../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 "" "Si aún no ha creado programas de descuento o lealtad, Odoo ofrece una varias" " plantillas para ayudar a crear el primero. Seleccione una de las tarjetas " "de plantilla o haga clic en :guilabel:`Nuevo` para crear un programa desde " "cero." #: ../../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 "O si ya existen algunos programas, elija uno para editarlo." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Discount and loyalty program template cards." msgstr "Tarjetas de plantilla de programa de descuento y lealtad." #: ../../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 "" "Las plantillas solo aparecen cuando no ha creado programas y desaparecen una" " vez que crea el primero." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:38 msgid "Creating or editing a program opens the program form." msgstr "Crear o editar un programa abre el formulario de programa." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:40 msgid "The program form contains the following options:" msgstr "El formulario del programa incluye las siguientes opciones:" #: ../../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:`Nombre del programa`: escriba el nombre del programa, el cliente " "*no* puede verlo." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:44 msgid "" ":guilabel:`Program Type`: Select the desired :ref:`program type " "`." msgstr "" ":guilabel:`Tipo de programa`: seleccione el :ref:`tipo de programa " "` deseado." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:46 msgid ":guilabel:`Currency`: Select the currency used for the program." msgstr "" ":guilabel:`Divisa`: seleccione la divisa que se utilizará para el programa." #: ../../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:`Unidad de puntos`: escriba el nombre de los puntos que se " "utilizan en el programa de :guilabel:`tarjetas de lealtad` (por ejemplo, " "`Puntos de lealtad`). El nombre de la unidad de puntos *es* visible para el " "cliente. Este campo solo está disponible cuando el :guilabel:`Tipo de " "programa` es :guilabel:`Tarjetas de lealtad`." #: ../../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:`Validez`: seleccione la fecha hasta la cual el programa es " "válido. Deje este campo vacío para que este programa no tenga una fecha de " "vencimiento, es decir, para que siempre sea válido." #: ../../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:`Límite de uso`: marque esta casilla y escriba un número para " "limitar el número de veces que el programa puede usarse durante el período " "de :guilabel:`validez`." #: ../../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:`Empresa`: en caso de que existan varias empresas, elija en cual " "está disponible el programa." #: ../../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:`Disponible en`: seleccione las aplicaciones en las que está " "disponible el programa." #: ../../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:`Sitio web`: seleccione los sitios web en los que el programa está" " disponible. Deje este campo vacío para que esté disponible en todos." #: ../../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:`Punto de venta`: seleccione los puntos de venta en los que el " "programa está disponible. Deje este campo vacío para que esté disponible en " "todos." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program options on the loyalty program form." msgstr "Opciones de programa en el formulario de programa de lealtad." #: ../../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 "" "Las opciones disponibles en el formulario de programa varían según el " ":ref:`tipo de programa ` " "seleccionado." #: ../../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 "" "Puede acceder a todas las tarjetas, códigos y cupones que se han generado " "para el programa mediante el botón inteligente ubicado en la esquina " "superior derecha del formulario." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Program items smart button on the loyalty program form." msgstr "" "Botón inteligente de elementos de programa en el formulario de programa de " "lealtad." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:80 msgid "Program types" msgstr "Tipos de programa" #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:82 msgid "" "The different :guilabel:`Program Types` available on the program form are:" msgstr "" "Estos son los distintos :guilabel:`tipos de programa` disponibles en el " "formulario del programa:" #: ../../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:`Cupones`: genere y comparta códigos de cupón de un solo uso que " "proporcionan acceso inmediato a las recompensas." #: ../../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:`Cupones para la próxima orden`: genere y comparta códigos de " "cupón de un solo uso que proporcionan acceso a las recompensas en la próxima" " orden del cliente." #: ../../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:`Tarjetas de lealtad`: el cliente acumula puntos cuando realiza " "sus compras y los puede canjear por recompensas en las próximas órdenes." #: ../../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:`Promociones`: establezca reglas condicionales para ordenar " "productos, que cuando se cumplan, otorguen acceso a recompensas para el " "cliente." #: ../../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:`Código de descuento`: establezca códigos que, cuando se ingresan " "al momento de finalizar la compra, otorguen descuentos al cliente." #: ../../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:`Comprar X y recibir Y`: por cada artículo X comprado, el cliente " "recibe un crédito. Después de acumular una cantidad específica de créditos, " "el cliente puede intercambiarlos para recibir el artículo Y." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:98 msgid "Conditional rules" msgstr "Reglas condicionales" #: ../../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 "" "Luego, configure las :guilabel:`reglas condicionales` que determinan cuándo " "se aplica el programa a la orden de un cliente." #: ../../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 "" "En la pestaña :guilabel:`Reglas y recompensas` haga clic en " ":guilabel:`Agregar` junto a :guilabel:`Reglas condicionales` para agregar " "*condiciones* al programa. Esta acción despliega la ventana emergente de " ":guilabel:`Crear reglas condicionales`." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rules & Rewards tab of the loyalty program form." msgstr "Pestaña Reglas y recompensas del formulario del programa de lealtad." #: ../../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 "" "Las opciones para las :guilabel:`reglas condicionales` varían según el " ":ref:`tipo de programa ` " "seleccionado." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:115 msgid "The following options are available for configuring conditional rules:" msgstr "" "Las siguientes opciones están disponibles para configurar las reglas " "condicionales:" #: ../../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:`Código de descuento`: ingrese un código personalizado que se " "pueda utilizar en el programa de :guilabel:`Código de descuento` o use el " "que Odoo genera de forma predeterminada. Este campo solo está disponible " "cuando el :guilabel:`tipo de programa` es :guilabel:`Código de descuento`." #: ../../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:`Cantidad mínima`: escriba el número mínimo de productos que deben" " comprarse para poder acceder a la recompensa. Este debe ser al menos `1` " "para garantizar que para obtenerla, el cliente debe realizar una compra." #: ../../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:`Compra mínima`: escriba la cantidad mínima (en divisa), con " ":guilabel:`impuestos incluidos` o :guilabel:`impuestos excluidos`, que debe " "gastarse para obtener la recompensa. Si se introduce una cantidad mínima *y*" " un importe mínimo de compra, entonces la orden del cliente debe cumplir " "ambas condiciones." #: ../../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:`Productos`: Seleccione los productos específicos para los que " "aplica el programa. Deje este campo vacío para aplicarlo a todos los " "productos." #: ../../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:`Categorías`: seleccione la categoría de productos a la que se " "aplica el programa. Elija :guilabel:`Todas` para aplicarlo a todas las " "categorías de productos." #: ../../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:`Etiqueta del producto:` seleccione una etiqueta para aplicar el " "programa a los productos con esa etiqueta específica." #: ../../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:`Otorgar`: escriba el número de puntos que el cliente gana " ":guilabel:`por orden`, :guilabel:`por importe gastado` o :guilabel:`por " "unidad pagada` (para los programas :guilabel:`Tarjetas de lealtad` y " ":guilabel:`Comprar X y obtener Y`)." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "" "Conditional rules configuration window for a discount or loyalty program." msgstr "" "Ventana de configuración de reglas condicionales para un programa de " "descuento o lealtad." #: ../../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 "" "Haga clic en :guilabel:`Guardar y cerrar` para guardar la regla y cerrar la " "ventana emergente. También puede hacer clic en :guilabel:`Guardar y crear " "nuevo` para guardar la regla y crear una nueva de inmediato." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:144 msgid "Rewards" msgstr "Recompensas" #: ../../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 "" "En la pestaña :guilabel:`Reglas y recompensas` del formulario del programa, " "haga clic en :guilabel:`Agregar` junto a :guilabel:`Recompensas` para " "agregar *recompensas* al programa. Esta acción despliega la ventana " "emergente :guilabel:`Crear recompensas`." #: ../../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 "" "Las opciones para otorgar :guilabel:`recompensas` varían según el :ref:`tipo" " de programa ` seleccionado." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:154 msgid "The following options are available for configuring rewards:" msgstr "" "Las siguientes opciones están disponibles para configurar las recompensas:" #: ../../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:`Tipo de recompensa`: seleccione el tipo de recompensa entre " ":guilabel:`Producto gratis`, :guilabel:`Descuento` y :guilabel:`Envío " "gratis`, otras opciones dependen del :guilabel:`tipo de recompensa` " "seleccionado." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:160 msgid ":guilabel:`Free Product`:" msgstr ":guilabel:`Producto gratis`:" #: ../../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:`Cantidad recompensada`: seleccione el número de productos " "gratuitos que se le otorgarán al cliente." #: ../../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:`Producto`: seleccione el producto que se otorgará de forma " "gratuita como recompensa, solo puede elegir uno." #: ../../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:`Etiqueta del producto`: seleccione una etiqueta para especificar " "el producto gratuito elegible para la recompensa." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:168 msgid ":guilabel:`Discount`:" msgstr ":guilabel:`Descuento`:" #: ../../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:`Descuento`: Ingrese el importe descontado en " ":guilabel:`porcentaje`, :guilabel:`divisa por punto` o :guilabel:`divisa por" " orden`. Después seleccione si el descuento se aplica a toda la " ":guilabel:orden`, solo al :guilabel:`producto más barato` en ella o solo a " ":guilabel:`productos específicos`." #: ../../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:`Descuento máximo`: escriba la cantidad máxima (en divisa) que " "esta recompensa puede conceder como descuento. Deje este campo en `0` para " "que no haya límite." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst:177 msgid ":guilabel:`Free Shipping`:" msgstr ":guilabel:`Envío gratis`:" #: ../../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:`A cambio de`: ingrese el número de puntos necesarios para canjear" " la recompensa (para los programas :guilabel:`Tarjetas de lealtad` y " ":guilabel:`Comprar X y obtener Y`)." #: ../../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:`Descripción en la orden`: escriba la descripción de la " "recompensa, se le mostrará al cliente cuando finalice su pedido." #: ../../content/applications/sales/sales/products_prices/loyalty_discount.rst-1 msgid "Rewards configuration window for a discount or loyalty program." msgstr "" "Ventana de configuración de recompensas para un programa de descuento o " "lealtad." #: ../../content/applications/sales/sales/products_prices/prices.rst:5 msgid "Manage your pricing" msgstr "Gestionar precios" #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:3 msgid "Foreign currencies" msgstr "Divisas extranjeras" #: ../../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 "" "Con Odoo, puede usar las listas de precios para gestionar sus precios en " "varias divisas extranjeras. Odoo le permite trabajar con un total de 167 " "divisas." #: ../../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 "" "Para utilizar varias divisas en la aplicación *Ventas* de Odoo también " "**debe** tener instalada la aplicación *Contabilidad*." #: ../../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 "Ajustes" #: ../../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 "" "Una vez que haya instalado la aplicación *Contabilidad* podrá agregar " "divisas extranjeras a la base de datos. Vaya a la :menuselection:`aplicación" " Contabilidad --> Configuración --> Ajustes`, diríjase a la sección de " ":guilabel:`Divisas` y busque la función :guilabel:`Divisa principal`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "" "How the main currency feature appears on settings page in Odoo Accounting." msgstr "" "Visualización de la función de divisa principal en la página de ajustes en " "la aplicación Contabilidad de Odoo." #: ../../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 "" "De forma automática, Odoo establece la divisa principal como la moneda del " "país en el que se encuentra la empresa." #: ../../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 "" "Para cambiar la divisa principal de la empresa, vaya al menú desplegable del" " campo :guilabel:`Divisa`, elija la divisa correspondiente y asegúrese de " ":guilabel:`guardar` los cambios." #: ../../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 "" "Para asegurarse de que las tasas de cambio se actualicen de forma " "automática, habilite la función de *tasas de cambio automáticas* en la " "página de ajustes de *Contabilidad*. Vaya a la aplicación " ":menuselection:`Contabilidad --> Configuración --> Ajustes --> sección de " "Divisas`." #: ../../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 "" "Haga clic en la casilla ubicada junto a la función :guilabel:`Tasas de " "cambio automáticas`, elija un banco para obtener las tasas de cambio en el " "menú desplegable de :guilabel:`Servicio` y seleccione un " ":guilabel:`Intervalo` de tiempo para las actualizaciones. Después, determine" " la fecha de la :guilabel:`Siguiente ejecución`." #: ../../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 "" "Para actualizar las tasas de cambio al instante, haga clic en el icono " ":guilabel:`🔁 (flechas circulares)` que está ubicado a la derecha del campo " ":guilabel:`Siguiente ejecución`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:45 msgid "" "When all configurations are complete, be sure to :guilabel:`Save` all " "changes." msgstr "" "Asegúrese de :guilabel:`guardar` todos los cambios en cuanto termine de " "realizar sus configuraciones." #: ../../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 "" "Todos los métodos de pago **deben** estar en la misma divisa que el diario " "de ventas o la de la empresa, si no está configurada. Si no es la misma, " "aparecerá un mensaje de :guilabel:`error de validación`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:53 msgid "View, edit, and add currencies" msgstr "Ver, editar y agregar divisas" #: ../../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 "" "Para revisar, editar y agregar divisas a la base de datos y que estén " "disponibles en las listas de precios y como opción en el menú desplegable de" " :guilabel:`Divisa principal`, haga clic en el enlace :guilabel:`Divisas`. " "Este enlace se encuentra abajo del campo :guilabel:`Divisa` en la " ":menuselection:`aplicación Contabilidad --> página de Ajustes`." #: ../../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 "" "Al hacer clic en el enlace :guilabel:`Divisas` se abre una página separada " "con la sección :guilabel:`Divisas`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How the main currencies page appears in Odoo Accounting." msgstr "" "Visualización de la página principal de divisas en la aplicación " "Contabilidad de Odoo." #: ../../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 "" "En esta página aparece la lista maestra de Odoo que incluye 167 monedas " "globales. Cada fila incluye la :guilabel:`divisa` correspondiente, el " ":guilabel:`símbolo`, el :guilabel:`nombre`, la fecha de la :guilabel:`última" " actualización` y la :guilabel:`tasa actual` (en comparación con la divisa " "predeterminada del país en el que se encuentra la empresa)." #: ../../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 "En la parte derecha hay dos columnas que puede activar o desactivar:" #: ../../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 "" ":guilabel:`Usar en eBay`: puede usar esta divisa con la cuenta de eBay " "conectada (si es necesario)." #: ../../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 "" ":guilabel:`Activo`: esta divisa está activada, así que puede agregarla a una" " lista de precios o utilizarla como la divisa principal de la empresa si así" " lo desea. Puede configurarlas desde la :menuselection:`aplicación " "Contabilidad --> Configuración --> Ajustes --> sección Divisas`." #: ../../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 "" "Todas las opciones de divisa :guilabel:`activas` están disponibles de forma " "predeterminada en la parte superior de la lista." #: ../../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 "" "Le recomendamos crear *al menos* una lista de precios por cada divisa " ":guilabel:`activa`. Consulte :doc:`./pricing` para obtener más información " "sobre la configuración de las listas de precios." #: ../../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 "" "Para activar o desactivar opciones, haga clic en el interruptor en la " "columna correspondiente. El color del interruptor es verde cuando la divisa " "está *activa*, pero es gris si está *desactivada*." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:89 msgid "Currency detail form" msgstr "Formulario de detalles de la divisa" #: ../../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 "" "Para editar cualquier divisa en la página de :guilabel:`Divisas`, haga clic " "en la divisa correspondiente. Esto abrirá su formulario de detalles y podrá " "realizar las modificaciones necesarias." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a currency detail form looks in Odoo Accounting." msgstr "" "Aspecto del formulario de detalles de la divisa en la aplicación " "Contabilidad de Odoo." #: ../../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 "" "El código de la divisa aparece en el campo :guilabel:`Divisa` en el " "formulario de detalles y abajo aparece su nombre en el campo " ":guilabel:`Nombre`." #: ../../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 "" "Luego, cambie la disponibilidad de la divisa con el interruptor " ":guilabel:`Activo`. Si la divisa está *activa*, el interruptor aparece de " "color verde y si está *inactiva*, el color del interruptor es gris." #: ../../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 "" "Del lado derecho del formulario de detalles de la divisa se encuentra la " ":guilabel:`unidad de divisa` correspondiente (por ejemplo, `dólares`) y " "también la :guilabel:`subunidad de divisa` (por ejemplo, `centavos`)." #: ../../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 "" "Si la divisa se usará en eBay, cambie la opción :guilabel:`Usar en eBay` " "según sea necesario." #: ../../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 "" "En la pestaña :guilabel:`Tasas` puede ver, agregar o eliminar varias tasas " "de conversión. Cada fila muestra la :guilabel:`fecha` de esa tasa " "específica, la :guilabel:`empresa` a la que está relacionada, seguida por la" " :guilabel:`unidad por...` y :guilabel:`...por unidad`." #: ../../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 "" "Los puntos suspensivos (*...*) en las dos últimas columnas representan la " "divisa principal establecida para la empresa. Por ejemplo, si la divisa " "principal son los `USD`, entonces las columnas se titulan :guilabel:`Unidad " "por USD` y :guilabel:`USD por unidad`." #: ../../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 "" "Para agregar una nueva tasa, haga clic en :guilabel:`Agregar una línea` en " "la pestaña :guilabel:`Tasas` y luego complete la información necesaria en " "las columnas que se mencionan arriba." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:123 msgid "Main currency detail form" msgstr "Formulario de detalles de la divisa principal" #: ../../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 "" "Si la divisa que seleccionó es la divisa principal de la empresa, aparecerá " "el texto \":guilabel:`Esta es la divisa de su empresa`\" en un recuadro azul" " en la parte superior del formulario de detalles." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a main currency detail form looks in Odoo Accounting." msgstr "" "Aspecto del formulario de detalles de la divisa principal en la aplicación " "Contabilidad de Odoo." #: ../../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 "" "Todos los campos son iguales a los que puede encontrar en los formularios de" " detalles de otras divisas, pero la pestaña :guilabel:`Tasas` **no** estará " "disponible porque todas las demás tasas de cambio de moneda se basan en la " "moneda principal de la empresa." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:137 msgid "Create new currency" msgstr "Crear una nueva divisa" #: ../../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 "" "Si la divisa que desea utilizar no está en la página :guilabel:`Divisas`, " "entonces haga clic en el botón :guilabel:`Nuevo` para abrir un formulario de" " plantilla de divisas en blanco." #: ../../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 "" "El botón :guilabel:`Nuevo` se encuentra en la esquina superior derecha de " "cualquier formulario de detalles de divisa." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst-1 msgid "How a blank currency detail form looks in Odoo Accounting." msgstr "" "Aspecto del formulario de detalles vacío de la divisa en la aplicación " "Contabilidad de Odoo." #: ../../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 "" "Complete el formulario de detalles de divisa. Escriba el código de la divisa" " correspondiente en el campo :guilabel:`Divisa`. Debajo de eso, escriba el " "nombre de la divisa en el campo :guilabel:`Nombre`." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:153 msgid "" "Then, toggle the currency's availability with the :guilabel:`Active` toggle " "switch." msgstr "" "Cambie la disponibilidad de la divisa con el interruptor :guilabel:`Activo`." #: ../../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 "" "Del lado derecho del formulario de detalles de la divisa escriba la " ":guilabel:`unidad de divisa` correspondiente (por ejemplo, `dólares`) y " "también la :guilabel:`subunidad de divisa` (por ejemplo, `centavos`)." #: ../../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 "Si usará la divisa en eBay, entonces active :guilabel:`Usar en eBay`." #: ../../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 "" "Abra la pestaña :guilabel:`Tasas` y agregue una nueva, haga clic en " ":guilabel:`Agregar una línea`. Confirme y ajuste los campos " ":guilabel:`Fecha`, :guilabel:`Empresa`, :guilabel:`Unidad por...` y " ":guilabel:`... por unidad` para garantizar que toda la información que se " "completó de forma automática sea correcta." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:171 msgid "Currency-specific pricelists" msgstr "Listas de precios específicas para cada divisa" #: ../../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 "" "Le recomendamos crear *al menos* una lista de precios por cada divisa activa" " en la base de datos. Para crear (o asignar) una lista de precios a una " "divisa en específico, vaya a la :menuselection:`aplicación Ventas --> " "Productos --> Listas de precios`." #: ../../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 "" "En la página de :guilabel:`Listas de precios`, seleccione una lista " "existente para editarla o haga clic en :guilabel:`Nuevo` para crear una " "nueva lista de precios." #: ../../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 "" "En el formulario de detalles de la lista de precios, ya sea una lista de " "precios nueva o una existente, ajuste el campo :guilabel:`Divisa` según sea " "necesario." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:184 msgid ":doc:`./pricing` to learn more about pricelist configuration." msgstr "" "Consulte :doc:`./pricing` para obtener más información relacionada con la " "configuración de las listas de precios." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:187 msgid "Auto-conversion from public price" msgstr "Conversión automática del precio público" #: ../../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 "" "Es importante destacar que el precio público que aparece en los productos " "está directamente relacionado con la divisa principal que la empresa tiene " "configurada. Vaya a la :menuselection:`aplicación Contabilidad --> " "Configuración --> Ajustes --> sección de Divisas --> Divisa principal --> " "Menú desplegable de divisas`." #: ../../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 "" "El precio de venta se actualiza de forma automática si cambia la lista de " "precios a otra que tenga una divisa distinta a la divisa principal de la " "empresa. El cambio en el precio está directamente relacionado con la tasa de" " cambio actualizada para esa divisa." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:198 msgid "Set product prices" msgstr "Establecer precios a los productos" #: ../../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 "" "Para establecer precios a los productos y evitar que se modifiquen con las " "tasas de cambio, vaya a la :menuselection:`aplicación Ventas --> Productos " "--> Productos`." #: ../../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 "" "En la página de :guilabel:`Productos`, seleccione el producto que desea " "modificar o cree uno nuevo con el botón :guilabel:`Nuevo`." #: ../../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 "" "En el formulario de detalles del producto, haga clic en el botón inteligente" " :guilabel:`Precios adicionales` que está ubicado en la esquina superior " "izquierda. Al realizar esta acción, aparecerá una página separada de " ":guilabel:`Reglas de precio` y es específica para ese producto en " "particular." #: ../../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 "" "Cómo establecer precios de productos según las listas de precios en divisas " "extranjeras en la aplicación Ventas de Odoo." #: ../../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 "" "Haga clic en :guilabel:`Nuevo` y seleccione una de las listas de precios del" " menú desplegable en la columna :guilabel:`Lista de precios`." #: ../../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 "" "El campo :guilabel:`Aplicado en` se completa en automático con el producto, " "así que solo debe ingresar las cifras correspondientes en los campos " ":guilabel:`Cantidad mínima` y :guilabel:`Precio`." #: ../../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 "" "El número en el campo :guilabel:`Cantidad mínima` indica que el " ":guilabel:`precio` establecido se activará **solo** si se compra al menos " "esa cantidad del producto." #: ../../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 "" "Si es necesario, configure una :guilabel:`fecha de inicio` y una " ":guilabel:`fecha de finalización` para los precios establecidos. Si deja " "esos campos en blanco, entonces el precio que establezca será válido sin " "importar la fecha de la venta." #: ../../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 "" "Si trabaja en un entorno multiempresas debe seleccionar a qué empresa se " "debe aplicar esta regla de precios en el campo :guilabel:`Empresa`. Si deja " "este campo vacío, la regla de precios se aplicará a todas las empresas de la" " base de datos." #: ../../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 "" "Una vez que termine de realizar estas configuraciones, cada que las listas " "de precios designadas se apliquen a un cliente que intente adquirir este " "producto en específico, entonces aparecerán los precios establecidos sin " "verse afectados por cualquier cambio o actualización en las tasas de " "conversión." #: ../../content/applications/sales/sales/products_prices/prices/currencies.rst:236 msgid ":doc:`./pricing`" msgstr ":doc:`./pricing`" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:3 msgid "Pricelists, discounts, and formulas" msgstr "Listas de precios, descuentos y fórmulas" #: ../../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 "" "*Ventas* tiene una útil función de lista de precios que se puede " "personalizar para ajustarse a cualquier estrategia de precios." #: ../../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 "" "Una *lista de precios* es una lista de precios (o reglas de precios) que " "Odoo utiliza para determinar el precio apropiado para un cliente. Estas " "listas de precios se pueden configurar con criterios específicos (como " "periodos de tiempo, cantidad mínima vendida, entre otros) para aplicar " "ciertos precios o descuentos." #: ../../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 "" "Las listas de precios sugieren ciertos precios, pero siempre se pueden " "cambiar en la orden de venta." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:14 msgid "Pricing strategy options" msgstr "Opciones de estrategia de precios" #: ../../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 "" "Si desea elegir una estrategia de precios, primero vaya a " ":menuselection:`Ventas --> Configuración --> Ajustes`. En la sección " ":guilabel:`Precios`, haga clic en la casilla de verificación junto a la " "función :guilabel:`listas de precios`." #: ../../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 "" "Al hacer esto verá dos opciones adicionales: :guilabel:`Varios precios por " "producto` y :guilabel:`Reglas de precio avanzadas (descuentos, fórmulas)`. " "También aparecerá un enlace etiquetado como :guilabel:`listas de precios`, " "que lleva a una página separada de listas de precios, donde se pueden crear " "y/o modificar listas de precios." #: ../../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 "" ":guilabel:`Varios precios por producto`: proporciona la opción de establecer" " varios precios diferentes por producto." #: ../../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 "" ":guilabel:`Reglas de precios avanzadas (descuentos, fórmulas)`: proporcionan" " la opción de crear reglas de precios detalladas y aplicar descuentos, " "márgenes y redondeos." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist feature setting looks in Odoo Sales." msgstr "" "Cómo se ve la configuración de la función listas de precios en Ventas." #: ../../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 "" "Una vez que haga clic en la casilla de verificación junto a la función " ":guilabel:`listas de precios`, seleccione una de esas dos opciones, no " "olvide hacer clic en :guilabel:`guardar`." #: ../../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 "" "Después de activar y guardar la función :guilabel:`listas de precios`, la " "página de :guilabel:`ajustes` se vuelve a cargar, ahí deberá hacer clic en " "el enlace :guilabel:`listas de precios` (debajo de la función " ":guilabel:`listas de precios` en la página de :guilabel:`ajustes`), o vaya a" " :menuselection:`Ventas --> Productos --> Listas de precios`." #: ../../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 "" "Cualquiera de las opciones lo llevará a la página de :guilabel:`listas de " "precios`, en la cual se pueden crear o modificar las listas de precios en " "cualquier momento." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelists page looks in Odoo Sales." msgstr "Cómo se ve la página de listas de precios en Ventas." #: ../../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 "" "La :guilabel:`lista de precios pública` es la lista de precios " "predeterminada utilizada en *Ventas* y *Comercio electrónico*." #: ../../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 "" "Desde la página de :guilabel:`listas de precios`, seleccione la lista de " "precios deseada para editar o haga clic en :guilabel:`nuevo` para crear una " "nueva lista de precios, esto mostrará un formulario de lista de precios en " "blanco que se puede configurar de varias formas diferentes." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the pricelist detail form looks in Odoo Sales." msgstr "Cómo se ve el formulario de detalle de la lista de precios en Ventas." #: ../../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 "" "Cuando cree una nueva lista de precios, comience por agregar un nombre para " "la lista de precios en la parte superior del formulario, en el campo en " "blanco. Después, seleccione qué :guilabel:`divisa` se debe utilizar." #: ../../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 "" "Entonces, si trabaja en un entorno de múltiples empresas, seleccione a qué " "empresa debe aplicarse esa lista de precios en el campo :guilabel:`empresa`." " Si deja este campo en blanco, la lista de precios se aplicará " "automáticamente a todas las empresas en la base de datos." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:71 msgid "Price rules tab" msgstr "Pestaña de reglas de precios" #: ../../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 "" "La funcionalidad de la pestaña :guilabel:`reglas de precios` en un " "formulario de lista de precios varía según la configuración elegida de la " ":guilabel:`lista de precio`: ya sea :guilabel:`varios precios por producto` " "o :guilabel:`reglas de precio avanzadas (descuentos, fórmulas)`." #: ../../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 "" "Sin embargo, la pestaña :guilabel:`reglas por tiempo` y la pestaña " ":guilabel:`configuración` siempre son las mismas, independientemente de la " "configuración de la :guilabel:`lista de precios` elegida." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:81 msgid "Price rules tab (multiple prices per product)" msgstr "Pestaña de reglas de precios (varios precios por producto)" #: ../../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 "" "Si la configuración :guilabel:`varios precios por producto` está activada, " "la pestaña :guilabel:`reglas de precio` en los formularios de la lista de " "precios proporcionará la opción de agregar productos específicos (con un " "precio específico) a una lista de precios." #: ../../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 "" "Si desea agregar un producto y precio específico a un formulario de lista de" " precios, haga clic en la pestaña :guilabel:`reglas de precio`, luego en " ":guilabel:`agregar línea` en la columna :guilabel:`productos`. Luego, " "seleccione el producto deseado al cual se debe aplicar un precio específico." #: ../../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 "" "Después, si es necesario, seleccione una variante de producto en la columna " ":guilabel:`variantes` (por ejemplo, un tamaño específico del producto, " "color, etc.). Si no selecciona ninguna variante, este precio se aplicará a " "todas las variantes del producto." #: ../../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 "" "Si se debe comprar una cantidad mínima de un producto para aplicar un precio" " específico, ingrese la cantidad en la columna :guilabel:`cantidad mínima`." #: ../../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 "" "Si desea configurar el precio de un producto en esta lista de precios " "específica, ingrese la cantidad deseada en la columna :guilabel:`precio`. " "También existe la opción de agregar una :guilabel:`fecha de inicio` y una " ":guilabel:`fecha de finalización` al precio del producto configurado." #: ../../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 "" "Si desea agregar otra línea de productos, vuelva a hacer clic en " ":guilabel:`agregar línea` y repita el proceso. No hay límite en la cantidad " "de productos que se pueden agregar en la pestaña :guilabel:`reglas de " "precio` de un formulario de una lista de precios." #: ../../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 "" "Si desea obtener más información, consulte la siguiente sección: " ":ref:`varios precios por producto `." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:109 msgid "Price rules tab (advanced price rules)" msgstr "Pestaña de reglas de precios (reglas de precios avanzadas)" #: ../../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 "" "Si tiene la configuración de :guilabel:`reglas de precios avanzadas " "(descuentos, fórmulas)` activada, la pestaña :guilabel:`Reglas de precios` " "en los formularios de la lista de precios proporciona la opción de " "configurar reglas de precios detalladas basadas en fórmulas." #: ../../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 "" "Consulte la sección :ref:`reglas de precios avanzadas (descuentos, fórmulas)" " ` para obtener instrucciones detalladas sobre " "cómo agregar reglas de precios avanzadas a una lista de precios." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:119 msgid "Time-based rules tab" msgstr "Pestaña de reglas según el tiempo" #: ../../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 "" "Las reglas según el tiempo se utilizan específicamente con los " ":doc:`productos de suscripción " "`. Asegúrese de consultar la " "*documentación* sobre *Suscripciones* :doc:`aquí " "`." #: ../../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 "" "En la pestaña :guilabel:`reglas según el tiempo`, podrá ver la misma función" " que en la pestaña de :guilabel:`reglas de precio`, la única diferencia es " "que se puede aplicar un periodo de tiempo repetido en la columna " ":guilabel:`periodo`." #: ../../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 "" "Después de seleccionar un :guilabel:`producto` y una posible " ":guilabel:`variante` en la pestaña :guilabel:`reglas según el tiempo`, " "seleccione el campo en blanco en la columna de :guilabel:`periodo` para ver " "un menú desplegable de periodos de recurrencia predefinidos (por ejemplo, " "`mensual`, `trimestral`, `semanal`, etc.)." #: ../../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 "" "También puede crear nuevos periodos de recurrencia directamente desde esta " "columna, solo debe escribir el nuevo nombre para el :guilabel:`periodo` y " "luego seleccionar :guilabel:`crear` para crear el periodo de tiempo (se " "puede editar más tarde). O seleccione :guilabel:`crear y editar...` para ver" " un formulario emergente, en el cual se puede configurar directamente el " "nuevo periodo de recurrencia." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Custom time period pop-up form in Odoo Sales." msgstr "Formulario emergente de periodo de tiempo personalizado en Ventas." #: ../../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 "" "Desde este formulario añada un :guilabel:`nombre`, la :guilabel:`duración`, " "y una :guilabel:`unidad` (por ejemplo, `días`, `semanas`, etc.). No olvide " ":guilabel:`guardar y cerrar`." #: ../../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 "" "Por último, agregue el precio deseado para esta regla por tiempo en la " "columna :guilabel:`Precio`." #: ../../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 "Pestaña de configuración" #: ../../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 "" "En la pestaña :guilabel:`Configuración` hay algunas opciones disponibles que" " le permiten personalizar la lista de precios con mayor exactitud." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Configuration tab on pricelist detail form in Odoo Sales." msgstr "" "La pestaña de configuración en el formulario de detalles de la lista de " "precios en la aplicación Ventas de Odoo." #: ../../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 "" "Dentro de la pestaña, en la sección :guilabel:`Disponibilidad`, puede " "agregar algunos :guilabel:`grupos de países` a la lista de precios en el " "campo correspondiente. No hay un límite con respecto al número de grupos de " "países que puede agregar a este campo." #: ../../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 "" "Si no establece algún país para un cliente, Odoo toma la primera lista de " "precios que no tiene un grupo de países." #: ../../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 "" "En la sección :guilabel:`Sitio web` hay algunas opciones que puede " "configurar. En caso de que trabaje en un entorno con varios sitios web, " "puede aplicar la lista de precios a uno específico con el campo " ":guilabel:`Sitio web`. Si lo deja vacío, entonces la lista de precios se " "aplicará a todos los sitios web de la base de datos." #: ../../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 "" "Haga clic en la casilla :guilabel:`Seleccionable` para que los clientes " "tengan esta opción disponible y puedan elegirla mientras realizan sus " "compras. Si no selecciona la casilla :guilabel:`Seleccionable`, entonces los" " clientes **no** podrán seleccionar la lista de precios por su cuenta." #: ../../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 "" "Por último, también está la opción de agregar un :guilabel:`Código " "promocional de comercio electrónico`. Para agregar uno, escriba el código " "promocional deseado para que se aplique la lista de precios al cliente al " "momento de ingresarlo en el proceso de pago. En este caso, la lista de " "precios aplicará incluso si el cliente no cumple con los criterios que se " "habían establecido con anterioridad." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:181 msgid "Show discount percentage to customers" msgstr "Mostrar el porcentaje de descuento a los clientes" #: ../../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 "" "La opción para mostrar el precio al público *y* el porcentaje de descuento " "calculado en el catálogo de productos está disponible en la aplicación " "*Ventas* de Odoo." #: ../../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 "" "Para esto, vaya a la aplicación :menuselection:`Ventas --> Configuración -->" " Ajustes` y, en la sección :guilabel:`Precios`, haga clic en la casilla que " "se encuentra junto a la función :guilabel:`Descuentos`. Luego, haga clic en " "el botón correspondiente para :guilabel:`guardar` todos los cambios." #: ../../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 "" "Después de habilitar la función de :guilabel:`descuentos`, vaya a la página " "de las listas de precios. Para esto, puede hacer clic en el enlace a las " ":guilabel:`listas de precios` que se encuentra en la página de " ":guilabel:`ajustes` o si va a la aplicación :menuselection:`Ventas --> " "Productos --> Listas de precios`." #: ../../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 "" "En la página de :guilabel:`listas de precios` seleccione la lista que desea " "editar. En el formulario correspondiente, haga clic en la pestaña " ":guilabel:`Configuración`. Allí, en la parte inferior, ahora está disponible" " la sección de :guilabel:`descuentos`." #: ../../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 "" "Las opciones de descuento en la pestaña de configuración de una lista de " "precios en la aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:202 msgid "The options available in this section are:" msgstr "Las opciones disponibles en esta sección son las siguientes:" #: ../../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 "" ":guilabel:`Descuento incluido en el precio`: esta opción muestra al cliente " "solo el precio final con el descuento ya incluido." #: ../../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 "" ":guilabel:`Mostrar el precio al público y el descuento al cliente`: esta " "opción muestra al cliente el precio público *y* el descuento que está " "obteniendo." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:210 msgid "Customer pricelist application" msgstr "Listas de precios aplicadas a los clientes" #: ../../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 "" "Aunque la lista de precios predeterminada que se aplica a cualquier cliente " "es la :guilabel:`lista de precios pública`, Odoo ofrece la oportunidad de " "aplicar directamente una lista de precios distinta a los clientes desde su " "formulario de contacto." #: ../../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 "" "Para esto, abra el formulario de contacto del cliente. Hay dos formas de " "hacerlo, puede ir a la aplicación :menuselection:`Ventas --> Órdenes --> " "Clientes` y luego seleccionar uno en la página :guilabel:`Clientes` o puede" " hacer clic en el nombre de un cliente desde una orden de ventas." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "Sample customer detail form in Odoo Sales." msgstr "" "Formulario de muestra con los detalles de un cliente en la aplicación Ventas" " de Odoo." #: ../../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 "" "En el formulario de contacto del cliente abra la pestaña :guilabel:`Ventas y" " compra` y en la sección :guilabel:`Ventas`, establezca la lista de precios " "que debe aplicarse a este cliente en específico desde el menú desplegable en" " el campo :guilabel:`Lista de precios`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The pricelist field in a customer detail form in Odoo Sales." msgstr "" "El campo de lista de precios en el formulario de detalles de un cliente en " "la aplicación Ventas de Odoo." #: ../../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 "" "Para aplicar varios precios por producto, seleccione la opción " ":guilabel:`Varios precios por producto` después de habilitar la función " ":guilabel:`Listas de precios` en la página de ajustes de la aplicación " "*Ventas* (aplicación :menuselection:`Ventas --> Configuración --> Ajustes`) " "y haga clic en :guilabel:`guardar`." #: ../../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 "" "A continuación, aplique listas de precios a productos específicos mediante " "el formulario de productos. Vaya a la aplicación :menuselection:`Ventas --> " "Productos --> Productos` y seleccione el producto al que desea aplicar " "varios precios. Al seleccionar un producto desde la página de " ":guilabel:`Productos`, se abre el formulario específico del producto en una " "página separada." #: ../../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 "" "Haga clic en el botón inteligente :guilabel:`Precios adicionales` del " "formulario de producto, este se encuentra en la parte superior." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra prices smart button appears in Odoo Sales." msgstr "" "El botón inteligente de precios adicionales en la aplicación Ventas de Odoo." #: ../../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 "" "La acción anterior abre una página separada que muestra las " ":guilabel:`Reglas de precio` específicas para ese producto en particular. " "Aquí puede editar o crear reglas de precio en cualquier momento." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the extra price rules per product page appears in Odoo Sales." msgstr "" "La página con las reglas de precios adicionales por producto en la " "aplicación Ventas de Odoo." #: ../../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 "" "Para crear una nueva regla de precios para un producto desde esta página de " ":guilabel:`reglas de precios` en específico, haga clic en :guilabel:`Nuevo` " "para agregar una nueva fila personalizable que ya incluya el producto " "deseado en la columna :guilabel:`Aplicado en`." #: ../../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 "" "Después, con el menú desplegable de la columna :guilabel:`Lista de precios`," " seleccione a qué :guilabel:`lista de precios` debe aplicarse esta regla de " "precios específica del producto." #: ../../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 "" "Para crear una nueva lista de precios desde esta página, escriba el nombre " "que desea proporcionarle en la columna :guilabel:`Lista de precios` y luego " "seleccione :guilabel:`crear` desde el menú desplegable. Puede modificar las " "listas de precios en cualquier momento desde la aplicación " ":menuselection:`Ventas --> Productos --> Listas de precios`, también puede " "crear :guilabel:`listas de precios` desde esa página." #: ../../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 "" "Después de agregar la lista de precios deseada a la fila, establezca una " ":guilabel:`cantidad mínima` para la regla de precios." #: ../../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 "" "Si la columna :guilabel:`Cantidad mínima` está configurada en `2`, el nuevo " "precio en la columna :guilabel:`Precio` se aplicará a las órdenes con 2 o " "más productos. Así que, en teoría, si un solo producto cuesta $100, puede " "alentar a los clientes a comprar más, si el :guilabel:`Precio` está " "establecido en $85 por producto para una :guilabel:`cantidad mínima` de `2` " "productos." #: ../../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 "" "Después ingrese la cantidad deseada en la columna :guilabel:`Precio`. Si es " "necesario, proporcione una :guilabel:`fecha de inicio` y una " ":guilabel:`fecha de finalización` para la regla de precio del producto." #: ../../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 "" "Por último, si trabaja en un entorno multiempresas, seleccione a qué empresa" " se debe aplicar esta regla de precios en el campo :guilabel:`Empresa`. Si " "deja este campo vacío, la regla de precios se aplicará a todas las empresas " "de la base de datos." #: ../../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 "" "Haga clic fuera de la fila para activar la capacidad de autoguardado de " "Odoo, esto quiere decir que ya puede utilizar la regla de precio que acaba " "de crear." #: ../../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 "" "Proceda a agregar tantas reglas de precio únicas por producto como desee, no" " hay un número máximo de cantidad de reglas de precio que puede agregar por " "producto." #: ../../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 "" "Con las reglas de precio configuradas para un producto específico, los " "clientes que pertenecen a esas listas de precios verán los nuevos precios " "aplicados en automático. La cantidad de reglas de precio aplicadas a un " "producto en particular también aparece en el botón inteligente " ":guilabel:`Precios adicionales` que está ubicado en cada formulario de " "producto." #: ../../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 "" "Cuando se agrega una regla de precios o una lista de precios a un producto a" " través del botón inteligente de :guilabel:`Precios adicionales`, también se" " ve reflejado en la lista de precio. De manera similar, cuando una regla de " "precio para un producto en específico se agrega a una lista de precios, " "también se ve reflejados en el formulario del productos a través del botón " "inteligente de :guilabel:`Precios adicionales`. " #: ../../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 "" "Las función de lista de precios :guilabel:`Reglas avanzadas de precios " "(descuentos, fórmulas)` proporciona la opción de establecer el cambio de " "precio según los descuentos y las fórmulas. Estos cambios pueden ser " "relativos al precio de la lista/catálogo de productos, el costo del producto" " u otra lista de precios. " #: ../../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 "" "Para usar las reglas avanzadas de precios, con los descuentos y las " "fórmulas, seleccione la opción :guilabel:`Reglas avanzadas de precios " "(descuentos, fórmulas)` después de activar la función de :guilabel:`Listas " "de precios` en la página de ajustes de la aplicación *Ventas* " "(:menuselection:`Ventas --> Configuración --> Ajustes`) y haga clic en " ":guilabel:`Guardar`. " #: ../../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 "" "Después de activar y guardar la función :guilabel:`Listas de precios`, la " "página de :guilabel:`Ajustes` se vuelve a cargar y desde ahí, seleccione el " "enlace de :guilabel:`Listas de precios` (debajo de la función " ":guilabel:`Listas de precios` en la página de :guilabel:`Ajustes`) o vaya a" " :menuselection:`Ventas --> Productos --> Listas de precios`." #: ../../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 "" "Desde la página de :guilabel:`precios`, seleccione la lista de precios que " "desea modificar o cree una nueva liste con el botón :guilabel:`Nuevo`. " #: ../../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 "" "En el formulario de la lista de precios, en la pestaña :guilabel:`Reglas de " "precio`, haga clic en :guilabel:`Agregar una línea` para agregar una regla " "de precio avanzada. Al hacerlo, aparecerá una ventana emergente para " ":guilabel:`crear reglas para las listas de precio` en dónde se configuran " "las reglas avanzadas. " #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "How the Create Pricelist Rules pop-up form looks in Odoo Sales." msgstr "" "Aspecto de la ventana emergente del formulario emergente para crear reglas " "para las listas de precio en Ventas de Odoo. " #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:343 msgid "Price computation" msgstr "Cálculo de precios" #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:345 msgid "" "On this form, first choose one of the three :guilabel:`Computation` options:" msgstr "" "En este formulario, seleccione una de las tres opciones de " ":guilabel:`cálculo`: " #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:347 msgid "" ":guilabel:`Fixed Price`: the price computation is based on a fixed price." msgstr "" ":guilabel:`Precio fijo`: el cálculo del precio se basa en un precio fijo. " #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:348 msgid ":guilabel:`Discount`: the price computation is based on a discount." msgstr ":guilabel:`Descuento`: el cálculo del precio se basa en un descuento." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:349 msgid ":guilabel:`Formula`: the price computation is based on a formula." msgstr ":guilabel:`Fórmula`: el cálculo del precio se basa en una fórmula. " #: ../../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 "" "Cada opción de :guilabel:`cálculo` muestra sus propios campos específicos de" " cálculo en el formulario." #: ../../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 "" "Si selecciona el :guilabel:`Precio fijo`, escriba el precio que desea en el " "campo :guilabel:`Precio fijo` de abajo. Si selecciona :guilabel:`Descuento`," " escriba el porcentaje que desea para el descuento en el campo de " ":guilabel:`Descuento` que aparece." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:358 msgid "" "If :guilabel:`Formula` is selected, a number of configurable options appear." msgstr "" "Si selecciona :guilabel:`Fórmula`, aparecerán varias opciones que podrá " "configurar. " #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst-1 msgid "The various formula computation options present in Odoo Sales." msgstr "" "Las diferentes opciones de cálculo con fórmula que aparecen en Ventas de " "Odoo." #: ../../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 "" "Para configurar la opción de cálculo con :guilabel:`fórmula`, seleccione una" " opción del campo :guilabel:`Con base en`: :guilabel:`Precio de venta`, " ":guilabel:`Costo` u :guilabel:`Otra lista de precios`. Esto determinará en " "qué regla de precios avanzada se basará. " #: ../../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 "" "Luego, en el campo :guilabel:`Descuento`, determine cuál será el descuento " "que aplicará. Tenga en cuenta que puede aplicar un incremento en el precio " "si configura un descuento negativo en este campo. " #: ../../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 "" "Para determinar un incremento del 100% (o 2 veces el costo del producto) con" " un margen mínimo de $5, establezca el campo :guilabel:`Con base en` en " ":guilabel:`Costo`, el :guilabel:`Descuento` en `-100` y el " ":guilabel:`Margen` en `5`. Esto generalmente se usa para las ventas al " "menudeo. " #: ../../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 "" "Aspecto de la fórmula para un costo de incremento con un margen mínimo de 5 " "dólares en Ventas de Odoo. " #: ../../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 "" "Después, en el campo :guilabel:`Tarifa adicional`, especifique una cantidad " "fija para agregarla (o restarla) a la cantidad calculada con el descuento. " "Luego, escriba la cifra que desee en el campo :guilabel:`Método de " "redondeo`. Este método establece el precio como un múltiplo del valor en el " "campo. " #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:385 msgid "Rounding is applied *after* the discount and *before* the surcharge." msgstr "" "El redondeo se aplica *después* del descuento y *antes* del cargo adicional." " " #: ../../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 "" "Para que el precio final sea 9.99, configure el :guilabel:`Método de " "redondeo` a `10` y la :guilabel:`Tarifa adicional` en `-0.01`." #: ../../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 "" "Por último, especifique la cantidad mínima del margen sobre el precio base " "en el campo :guilabel:`Márgenes`. " #: ../../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 "" "Una vez que la configuración de las fórmulas esté lista, Odoo proporciona un" " ejemplo de la fórmula en el recuadro azul del lado derecho de la página. " #: ../../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 "" "Para aplicar descuentos del 20% con precios redondeados a 9.99, configure el" " campo :guilabel:`Con base en` en :guilabel:`Precio de ventas`, el campo " ":guilabel:`Descuento` en `20`, el campo :guilabel:`Tarifa adicional` en " "`-0.01` y el campo :guilabel:`Método de redondeo` en `10`." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:0 msgid "Example of a 20% discount with prices rounded to 9.99 in Odoo Sales." msgstr "" "Ejemplo de un descuento del 20% con precios redondeados a 9.99 en la " "aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/products_prices/prices/pricing.rst:406 msgid "Conditions" msgstr "Condiciones" #: ../../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 "" "En la parte inferior de la ventana emergente para :guilabel:`crear reglas de" " listas de precio` se encuentra la sección de :guilabel:`Condiciones`. " #: ../../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 "" "Aquí, seleccione una de las opciones del campo :guilabel:`Aplicar en`: " #: ../../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 "" ":guilabel:`Todos los productos`: la regla de precios avanzada que se " "aplicará a todos los productos." #: ../../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 "" ":guilabel:`Categoría del producto`: la regla de precios avanzada que se " "aplicará a una categoría específica de productos." #: ../../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 "" ":guilabel:`Producto`: la regla de precios avanzada que se aplicará a un " "producto específico. " #: ../../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 "" ":guilabel:`Variante de producto`: la regla de precio avanzada que se " "aplicará a una variante de producto específica. " #: ../../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 "" "Si selecciona cualquiera de estas opciones, a excepción de :guilabel:`Todos " "los porductos`, aparecerá un nuevo campo de opción específico, en dónde " "deberá elegir la :guilabel:`Categoría de producto`, :guilabel:`Producto`, o " ":guilabel:`Variante de producto` específicos." #: ../../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 "" "Luego, seleccione una cantidad mínima a la que se aplicará la regla de " "precios avanzada en el campo :guilabel:`Cantidad min.`. Por último, " "seleccione un rango de fechas para la validez de la lista de precio del " "artículo en el campo :guilabel:`Validez`. " #: ../../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 "" "Una vez completa la configuración, haga clic en :guilabel:`Guardar y cerrar`" " para guardar la regla de precios avanzada, o haga clic en " ":guilabel:`Guardar y nuevo` para crear de inmediato otra regla de precios " "avanzada en un nuevo formulario." #: ../../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 "" "Si establece una regla de precios para un producto en particular y otra para" " su categoría de producto, Odoo toma en cuenta la regla del producto. " #: ../../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 "Gestionar productos" #: ../../content/applications/sales/sales/products_prices/products/import.rst:3 msgid "How to import Products with Categories and Variants" msgstr "Cómo importar productos con categorías y variantes" #: ../../content/applications/sales/sales/products_prices/products/import.rst:5 msgid "" "Import templates are provided in the **Import Tool** of the most common data" " to import (contacts, products, bank statements, etc.). You can open them " "with any spreadsheet software (Microsoft Office, OpenOffice, Google Drive, " "etc.)." msgstr "" "En la herramienta de importación se proporcionan las plantillas para " "importar los datos más comunes (contactos, productos, estados de cuenta " "bancarios...). Puede abrirlas con cualquier software de hojas de cálculo " "(Microsoft Office, OpenOffice, Google Drive, etc.)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:11 msgid "How to customize the file" msgstr "Cómo personalizar el archivo" #: ../../content/applications/sales/sales/products_prices/products/import.rst:13 msgid "" "Remove columns you don't need. However, we advise you to not remove the *ID*" " column (see why below)." msgstr "" "Elimine las columnas que no necesita. Recomendamos que no elimine la de *ID*" " (obtenga más información a continuación)." #: ../../content/applications/sales/sales/products_prices/products/import.rst:15 msgid "" "Set a unique ID to every single record by dragging down the ID sequencing." msgstr "" "Establezca un ID único para cada registro arrastrando la secuencia del ID " "hacia abajo." #: ../../content/applications/sales/sales/products_prices/products/import.rst:16 msgid "" "Don't change the labels of columns you want to import. Otherwise, Odoo won't" " recognize them anymore, and you will have to map them on your own in the " "import screen." msgstr "" "No cambie las etiquetas de las columnas que desea importar, ya que Odoo no " "las reconocerá más, y tendrá que asignarlas manualmente en la pantalla de " "importación." #: ../../content/applications/sales/sales/products_prices/products/import.rst:18 msgid "" "Feel free to add new columns, but the fields need to exist in Odoo. If Odoo " "fails in matching the column name with a field, you can match it manually " "when importing by browsing a list of available fields." msgstr "" "Siéntase libre de agregar nuevas columnas, pero los campos deben existir en " "Odoo. Si Odoo tiene problemas al relacionar el nombre de la columna con un " "campo, puede relacionarlo de forma manual buscando en una lista de campos " "disponibles durante la importación." #: ../../content/applications/sales/sales/products_prices/products/import.rst:24 msgid "Why an “ID” column?" msgstr "¿Por qué usar una columna de “ID”?" #: ../../content/applications/sales/sales/products_prices/products/import.rst:26 msgid "" "The ID is a truly unique identifier for the line item. Feel free to use one " "from your previous software to ease the transition into Odoo." msgstr "" "El ID es un identificador único para cada registro. Puede utilizar uno de su" " software anterior para facilitar la transición a Odoo." #: ../../content/applications/sales/sales/products_prices/products/import.rst:29 msgid "" "Setting an ID is not mandatory when importing, but it helps in many cases:" msgstr "" "No es obligatorio establecer un ID al importar, pero es de gran ayuda en " "muchos casos:" #: ../../content/applications/sales/sales/products_prices/products/import.rst:31 msgid "" "Update imports: you can import the same file several times without creating " "duplicates." msgstr "" "Actualizar importaciones: puede importar el mismo archivo varias veces sin " "crear duplicados." #: ../../content/applications/sales/sales/products_prices/products/import.rst:32 msgid "Import relation fields (see here below)." msgstr "" "Al importar campos de relación, obtenga más información a continuación." #: ../../content/applications/sales/sales/products_prices/products/import.rst:35 msgid "How to import relation fields" msgstr "Cómo importar campos de relación" #: ../../content/applications/sales/sales/products_prices/products/import.rst:37 msgid "" "An Odoo object is always related to many other objects (e.g., a product is " "linked to product categories, attributes, vendors, etc.). To import those " "relations, you need to import the records of the related object first from " "their own list menu." msgstr "" "Un objeto de Odoo siempre se relaciona con muchos otros (por ejemplo, un " "producto está vinculado a categorías de productos, atributos, proveedores, " "etc.). Para importar esas relaciones, primero debe importar los registros " "del objeto relacionado desde su propio menú de lista." #: ../../content/applications/sales/sales/products_prices/products/import.rst:41 msgid "" "You can do this using the name of the related record or its ID. The ID is " "expected when two records have the same name. In such a case, add \" / ID\" " "at the end of the column title (e.g., for product attributes: Product " "Attributes / Attribute / ID)." msgstr "" "Puede hacerlo utilizando el nombre del registro relacionado o su ID. En el " "caso de que dos registros tengan el mismo nombre, se recomienda utilizar el " "ID. En tal caso, agregue \" / ID\" al final del título de la columna (por " "ejemplo, para los atributos del producto: Atributos del producto / Atributo " "/ ID)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:3 msgid "Automatically get product images with Google Images" msgstr "" "Obtener imágenes de productos de forma automática con Imágenes de Google" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:5 msgid "" "The product images are very useful in Odoo, for example, to quickly find a " "product or check if you scanned the right one, but it can be a bit painful " "to set up especially if you have a lot of products. **Google Custom Search**" " allows finding images automatically for your product, based on their " "barcode, keeping your focus on what matters in your business." msgstr "" "Las imágenes del producto son muy útiles en Odoo, por ejemplo, para " "encontrar rápido un producto o comprobar si escaneó el correcto, pero puede " "ser un poco difícil configurarlas, sobre todo si tiene muchos productos. La " "**búsqueda personalizada de Google** permite encontrar imágenes de forma " "automática para su producto, según su código de barras, así solo se enfoca " "en lo más importante de su negocio." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:15 msgid "This functionnality requires configuration both on Google and on Odoo." msgstr "" "Esta funcionalidad necesita que realice configuraciones tanto en Google como" " en Odoo." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:17 msgid "" "With a free Google account, you can get up to 100 free images per day. If " "you need a higher rate, you'll have to upgrade to a billing account." msgstr "" "Puede obtener hasta cien imágenes sin costo por día con una cuenta gratuita " "de Google. Si necesita una cantidad mayor, tendrá que actualizar a una " "cuenta de facturación." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:23 msgid "Google API dashboard" msgstr "Tablero de la API de Google" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:25 msgid "" "Go to the `Google Cloud Platform API & Services " "`_ page to generate Google Custom " "Search API credentials. Log in with your Google account." msgstr "" "Vaya a la página de `Plataforma API en la nube de Googl & Servicios " "`_ para generar credenciales de API" " para la búsqueda personalizada de Google. Inicie sesión con su cuenta de " "Google." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:28 msgid "" "Select or create an API project to store the credentials. Give it an " "explicit name (e.g. Odoo Images)." msgstr "" "Seleccione o cree un proyecto API para almacenar las credenciales. Nómbrelo " "con un título específico (por ejemplo, imágenes de Odoo)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:31 msgid "" "In the credentials section, click on **Create Credentials** and select **API" " Keys**." msgstr "" "En la sección de credenciales, haga clic en **Crear credenciales** y " "seleccione **Clave API**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "API & Services page on Google Cloud Platform" msgstr "Página de API & Services en Google Cloud Platform." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:37 msgid "Save your **API Key**. You'll need it for the next step in Odoo!" msgstr "Guarde su **clave API**. ¡Deberá utilizarla en Odoo!" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:39 msgid "" "Use the search bar to look for **Google Custom Search API** and select it." msgstr "" "Utilice la barra de búsqueda para buscar la **búsqueda personalizada de " "API** de Google y selecciónela." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "Search bar containing \"Custom Search API\" on Google Cloud Platform" msgstr "" "Barra de búsqueda que contiene \"búsqueda personalizada de API\" en Google " "Cloud Platform." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:45 msgid "Enable the API." msgstr "Active la API." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "\"Custom Search API\" tile with Enable button highlighted on Google Cloud " "Platform" msgstr "" "Ventana \"búsqueda personalizada de API\" con el botón Habilitar resaltado " "en Google Cloud Platform." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:54 msgid "Google Programmable Search dashboard" msgstr "Tablero de Google Programmable Search" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:56 msgid "" "Go to `Google Programmable Search Engine " "`_ and click on **Get " "Started**. Log in with your Google account." msgstr "" "Vaya al `Motor de búsqueda programable de Google " "`_ y haga clic en " "**Comenzar**. Inicie sesión con su cuenta de Google." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:0 msgid "" "Google Programmable Search Engine page with the **Get Started** button on the up-right\n" "of the page" msgstr "" "Página del motor de búsqueda programable de Google con el botón **Comenzar** en la parte superior derecha\n" "de la página" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:64 msgid "" "Fill the language and the name of the search engine. Give it an explicit " "name (e.g. Odoo Images)." msgstr "" "Seleccione el idioma y el nombre del motor de búsqueda. Nómbrelo con un " "título específico (por ejemplo, Imágenes de Odoo)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:68 msgid "" "Google doesn't allow to create a search engine without having entered at " "least one specific site to search on. You can put any website (e.g. " "www.google.com) for this step, we will remove it later." msgstr "" "Google no permite crear un motor de búsqueda sin haber introducido al menos " "un sitio específico para buscar. En este paso puede escribir cualquier sitio" " web (por ejemplo, www.google.com), lo eliminaremos más tarde." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:72 msgid "" "Validate the form by clicking on **Create**. Then, go to the edition mode of" " the search engine that you created (either by clicking on **Control Panel**" " on the confirmation page or by clicking on the name of your Search Engine " "on the Home page)." msgstr "" "Valide el formulario haciendo clic en **Crear**, después vaya al modo de " "edición del motor de búsqueda que creó (haciendo clic en **Panel de " "control** en la página de confirmación o en el nombre de su motor de " "búsqueda en la página de inicio)." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:76 msgid "" "In the **basics** tab, make sure to enable **Image search**, **SafeSearch** " "and **Search the entire web**." msgstr "" "En la pestaña de **elementos básicos**, asegúrese de habilitar la **búsqueda" " de imágenes**, **SafeSearch** y **buscar en toda la web**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:80 msgid "" "Once **Search the entire web** is enabled, you can safely delete the site " "that you put at the previous step." msgstr "" "Una vez que habilite la opción **buscar en toda la web**, puede eliminar de " "forma segura el sitio que escribió en el paso anterior." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:83 msgid "" "Save your **Search Engine Id**. You’ll need it for the next step in Odoo!" msgstr "¡Guarde su **ID de motor de búsqueda**, deberá utilizarlo en Odoo!" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:88 msgid "Odoo" msgstr "Odoo" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:90 msgid "" "Go to :menuselection:`Settings --> General Settings --> Integrations`, " "activate **Google Images** and save." msgstr "" "Vaya a :menuselection:`Ajustes --> Ajustes generales --> Integraciones`, " "active **Imágenes de Google** y guarde." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:93 msgid "" "Go back to :menuselection:`Settings --> General Settings--> Integrations`, " "enter your **API Key** and **Search Engine ID** in **Google Images** " "settings and save again." msgstr "" "Ingrese otra vez a :menuselection:`Ajustes--> Ajustes generales --> " "Integraciones`, ingrese su **clave API** e **ID de motor de búsqueda** en la" " configuración de **Imágenes de Google** y vuelva a guardar." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:99 msgid "Automatically get your product images in Odoo" msgstr "Obtenga las imágenes de sus productos de forma automática en Odoo" #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:101 msgid "" "The action to automatically get your product images in Odoo appears in any " "Products or Product Variants list view. Here is a step-by-step guide from " "the Inventory app." msgstr "" "La acción para obtener las imágenes de sus productos en Odoo de forma " "automática aparece en cualquier vista de lista de productos o variantes de " "producto. Esta es una guía detallada para hacerlo desde la aplicación " "Inventario." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:104 msgid "" "Go to the Products menu (:menuselection:`Products --> Products` or " ":menuselection:`Products --> Product Variants`) from any application that " "uses products like Inventory or Sales." msgstr "" "Vaya al menú Productos (:menuselection:`Productos --> Productos` o " ":menuselection:`Productos --> Variantes de producto`) desde cualquier " "aplicación que utilice productos, como Inventario o Ventas." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:107 msgid "On the list view, select the products that needs an image." msgstr "" "En la vista de lista, seleccione los productos que necesitan una imagen." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:110 msgid "" "Only the 10,000 first selected products or product variants will be " "processed." msgstr "" "Solo se procesarán los 10,000 primeros productos o variantes de productos " "seleccionados." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:113 msgid "" "Only the products or product variants with a barcode and without an image " "will be processed." msgstr "" "Solo se procesarán los productos o variantes de producto con código de " "barras que no tengan una imagen." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:114 msgid "" "If you select a product that has one or more variants from the Products " "view, each variant matching the previous criteria will be processed." msgstr "" "Si selecciona un producto que tiene una o más variantes en la vista de " "productos, se procesará cada variante que coincida con los criterios " "anteriores." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:117 msgid "" "In the action menu, select **Get Pictures from Google Images** and validate " "by clicking on **Get picture**." msgstr "" "En el menú de acción, seleccione **Obtener imágenes de Imágenes de Google** " "y valide haciendo clic en **Obtener imágenes**." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:120 msgid "You should see your images appearing incrementally." msgstr "Debería ver que el número de imágenes que aparecen va en aumento." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:123 msgid "" "Only the 10 first images are fetched immediatly. If you selected more than " "10, the rest will be fetched as a background job." msgstr "" "Solo las primeras diez imágenes se obtienen en seguida. Si seleccionó más, " "se irán obteniendo en segundo plano." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:125 msgid "" "The background job process about 100 images in a minute. If you reach the " "quota authorized by Google (either with a free or a paid plan), the " "background job will put itself on hold for 24 hours and continue where it " "stopped the day before." msgstr "" "El trabajo en segundo plano procesa cerca de 100 imágenes por minuto. Si " "alcanza la cuota autorizada por Google (ya sea con un plan gratuito o de " "pago), el trabajo en segundo plano se pausará durante 24 horas y continuará " "donde se detuvo el día anterior." #: ../../content/applications/sales/sales/products_prices/products/product_images.rst:130 msgid "" "`Create, modify, or close your Google Cloud Billing account " "`_" msgstr "" "`Cree, modifique o cierre su cuenta de facturación de Google Cloud " "`_" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:3 #: ../../content/applications/sales/sales/products_prices/products/variants.rst:174 msgid "Product variants" msgstr "Variantes de producto" #: ../../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 "" "Usamos las variantes de producto para que productos únicos tengan diferentes" " características y opciones que los clientes puedan elegir, como tamaño, " "estilo, color, entre otras." #: ../../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 "" "Puede gestionar las variantes de los productos en la plantilla de cada " "producto, o si va a la página :guilabel:`Variantes de producto` o " ":guilabel:`Atributos`. Todas estas opciones se encuentran dentro de la " "aplicación *Ventas* de Odoo." #: ../../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 "" "Una empresa de ropa tiene el siguiente desglose de variantes para una de sus" " camisetas más vendidas:" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:15 msgid "Unisex Classic Tee" msgstr "Camiseta clásica unisex" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:17 msgid "Color: Blue, Red, White, Black" msgstr "Color: azul, rojo, blanco, negro" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:18 msgid "Size: S, M, L, XL, XXL" msgstr "Talla: CH, M, G, XG, XXG" #: ../../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 "" "Aquí, la **camiseta** es la plantilla del producto y **Camiseta: Azul, S** " "es una variante de producto específica." #: ../../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 "" "El **tamaño** y el **color** son atributos y las opciones correspondientes " "(como **azul** y **S**) son los **valores**." #: ../../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 "" "En este caso, hay un total de veinte variantes de producto diferentes: " "cuatro opciones de **color** multiplicadas por cinco opciones de **tamaño**." " Cada variante tiene su propio inventario, total de ventas y otros registros" " similares en Odoo." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:31 msgid ":doc:`/applications/websites/ecommerce/managing_products/variants`" msgstr ":doc:`/applications/websites/ecommerce/managing_products/variants`" #: ../../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 "" "Para usar variantes de producto, **debe** activar las **variantes** en la " "aplicación **Ventas** de Odoo." #: ../../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 "" "Para hacerlo, vaya a :menuselection:`la aplicación Ventas --> Configuración " "--> Ajustes`, y ubique la sección :guilabel:`Catálogo de producto` en la " "parte superior de la página." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:42 msgid "" "In that section, check the box to enable the :guilabel:`Variants` feature." msgstr "" "En esta sección, marque la caja para activar la funcionalidad " ":guilabel:`Variantes`." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "" "Activating product variants on the Settings page of the Odoo Sales " "application." msgstr "" "Imagen sobre la activación de las variantes de productos en la página de " "ajustes de la aplicación de Ventas." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:48 msgid "" "Then, click :guilabel:`Save` at the top of the :guilabel:`Settings` page." msgstr "" "Después, haga clic en :guilabel:`Guardar` en la parte superior de la página " "de :guilabel:`Ajustes`." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:51 msgid "Attributes" msgstr "Atributos" #: ../../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 "" "Antes de poder configurar las variantes de productos, **debe** crear los " "atributos. Para crear, gestionar y modificar los atributos, vaya a " ":menuselection:`la aplicación de ventas --> Configuración --> Atributos`." #: ../../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 "" "El orden de los atributos en la página :guilabel:`Atributos` determina cómo " "aparecen en el :guilabel:`configurador de productos`, el tablero de " ":guilabel:`Punto de venta` y las páginas de :guilabel:`Comercio " "electrónico`." #: ../../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 "" "Para crear un nuevo atributo desde la página :guilabel:`Atributos` haga clic" " en :guilabel:`Nuevo`. Así se mostrará un formulario de atributo en blanco " "que usted puede personalizar y configurar de varias maneras." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "A blank attribute creation form in the Odoo Sales application." msgstr "" "Un formulario de creación de atributos en blanco en la aplicación Ventas de " "Odoo" #: ../../content/applications/sales/sales/products_prices/products/variants.rst:68 msgid "" "First, create an :guilabel:`Attribute Name`, such as `Color` or `Size`." msgstr "" "Primero, cree un :guilabel:`Nombre de atributo`, como `Color` o `Tamaño`." #: ../../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 "" "Después, en el campo opcional :guilabel:`Categoría` seleccione una categoría" " desde el menú desplegable para agrupar atributos similares dentro de la " "misma sección para ser más específicos y organizados." #: ../../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 "" "Para ver los detalles relacionados a la categoría de atributos seleccionada," " haga clic en el enlace del símbolo :guilabel:`➡️ (flecha)` que se encuentra" " a la derecha del campo :guilabel:`Categoría`. Así se mostrará el formulario" " de detalle de la categoría de ese atributo." #: ../../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 "" "Una página de detalles de categoría de atributo estándar a la cual se puede " "entrar mediante el icono de flecha de enlace interno." #: ../../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 "" "Aquí, el :guilabel:`Nombre de categoría` y la :guilabel:`Secuencia` se " "muestran en la parte superior, seguido por :guilabel:`atributos " "relacionados` asociados con la categoría. Puede arrastrar y soltar estos " "atributos en el orden de prioridad que quiera." #: ../../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 "" "Puede agregar atributos directamente a la categoría, también puede hacer " "clic en :guilabel:`Agregar una lína`." #: ../../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 "" "Para crear una categoría de atributo directamente desde este campo, empiece " "a escribir el nombre de la nueva categoría. Después seleccione " ":guilabel:`Crear` o :guilabel:`Crear y editar...` en el menú desplegable que" " aparece." #: ../../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 "" "Al hacer clic en :guilabel:`Crear`, se crea la categoría, la cual podrá " "editar después. Si hace clic en :guilabel:`Crear y editar...` se crea la " "categoría y aparece una ventana emergente para :guilabel:`Crear categoría`, " "en donde podrá personalizar y configurar la categoría de inmediato. " #: ../../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 "" "Abajo del campo :guilabel:`Categoría` están las :guilabel:`Opciones de " "visualización`. El :guilabel:`tipo de visualización` determina cómo se " "mostrará el producto en la tienda en línea, en el tablero del " ":guilabel:`Punto de venta` y en el :guilabel:`Configurador del producto`." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:101 msgid "The :guilabel:`Display Type` options are:" msgstr "Las :guilabel:`Opciones de visualización` son:" #: ../../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 "" ":guilabel:`Radio`: las opciones aparecerán en una lista con botones de " "opción en la página de productos de la tienda en línea." #: ../../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 "" ":guilabel:`Barra`: las opciones aparecerán como botones seleccionables en la" " página de la tienda en línea del producto." #: ../../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 "" ":guilabel:`Seleccionar`: las opciones aparecen en un menú desplegable en la " "página del producto de la tienda en línea." #: ../../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 "" ":guilabel:`Color`: las opciones aparecen como cuadrados pequeños de colores " "que representarán en la página del producto en la tienda en línea el código " "de color HTML que se haya seleccionado." #: ../../content/applications/sales/sales/products_prices/products/variants.rst-1 msgid "Display Types on Product Configurator on the online store in Odoo." msgstr "" "Tipos de visualización en la configuración del producto en la tienda en " "línea de Odoo." #: ../../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 "" "El campo :guilabel:`modo de creación de las variantes` le informa a Odoo " "cuándo debe crear de manera automática una nueva variante, después de " "agregar un atributo a un producto." #: ../../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:`Instantáneamente`: crea todas las variantes posibles tan pronto " "como se agregan atributos y valores a una plantilla de producto." #: ../../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 "" ":guilabel:`Dinámicamente`: crea variantes **solo** cuando se agregan " "atributos y valores correspondientes a una orden de venta." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:120 msgid ":guilabel:`Never (option)`: never automatically creates variants." msgstr "" ":guilabel:`Nunca (opción)`: nunca crea variantes de manera automática." #: ../../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 "" "El :guilabel:`modo de creación de las variantes` de un atributo no se puede " "editar después de que se agregó a un producto." #: ../../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 "" "Por último, el campo :guilabel:`Visibilidad del filtro de comercio " "electrónico` determina si las opciones de este atributo serán visibles para " "el cliente desde el frontend cuando estén comprando en la tienda en línea." #: ../../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 "" ":guilabel:`Visible`: los clientes pueden ver los atributos de los valores " "desde el frontend." #: ../../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 "" ":guilabel:`Oculto`: los clientes no pueden ver los atributes de valores " "desde el frontend." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:132 msgid "Attribute values" msgstr "Valores de atributos" #: ../../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 "" "Los valores de los atributos se tienen que agregar en la pestaña " ":guilabel:`Valores de atributo`. Puede agregar valores a un atributo a la " "vez si así lo necesita." #: ../../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 "" "Para agregar un valor, haga clic en :guilabel:`Agregar una línea` en la " "pestaña :guilabel:`Valores de atributo`." #: ../../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 "" "Después, ingrese el nombre del valor en la columna :guilabel:`Valor`. " "Después, marque la casilla en la columna :guilabel:`Es valor personalizado`," " si el valor es personalizado (es decir, el cliente brindará " "especificaciones únicas para este valor en específico)." #: ../../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 "" "Si selecciona el :guilabel:`Tipo de visualización` - :guilabel:`Color`, " "aparecerá la opción para para agregar un código de color HTML en el lado " "derecho de la línea de valor, para que sea más fácil para los vendedores y " "clientes saber exactamente qué opción están seleccionando." #: ../../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 "" "La pestaña de valores de atributo cuando se hace clic en agregar una línea, " "donde se muestran columnas personalizadas." #: ../../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 "" "Para elegir un color, haga clic en el círculo en blanco en la columna " ":guilabel:`Color`, lo cual mostrará una ventana emergente para seleccionar " "el color HTML." #: ../../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 "" "Selección de un color desde la ventana emergente para seleccionar HTML que " "aparece en el formulario del atributo." #: ../../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 "" "En esta ventana emergente, seleccione un color específico, solo tiene que " "arrastrar el seleccionador de color al tono que quiera y hacer clic para " "confirmar." #: ../../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 "" "O seleccione un color específico, haga clic en el icono de *gotero* y " "seleccione el color deseado que pueda hacer clic en la pantalla." #: ../../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 "" "También puede crear atributos desde la plantilla de producto. Agregue una " "nueva línea y escriba el nombre en la pestaña :guilabel:`Variantes`." #: ../../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 "" "Una vez que se agrega un atributo a un producto, ese producto se enlista y " "se puede acceder con el botón inteligente :guilabel:`Productos " "relacionados`. Ese botón enlista todos los productos en la base de datos que" " están utilizando el atributo." #: ../../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 "" "Una vez que se crea el atributo, úselo (junto con sus valores) para crear " "una variante de producto. Para hacerlo, vaya a :menuselection:`la aplicación" " Ventas --> Productos --> Productos` y seleccione un producto existente para" " ver el formulario de producto deseado. O, haga clic en :guilabel:`Crear` " "para crear un producto nuevo al que le puede agregar una variante de " "producto." #: ../../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 "" "En el formulario de producto, haga clic en le pestaña :guilabel:`Atributos y" " variantes` para ver, gestionar y modificar los atributos y valores del " "producto." #: ../../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 "" "La pestaña de atributos y valores en un producto común en Ventas de Odoo." #: ../../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 "" "Para agregar un atributo a un producto, y valores de atributo subsecuentes, " "haga clic en :guilabel:`Agregar una línea` en la pestaña " ":guilabel:`Atributos y valores`. Después, seleccione el atributo deseado del" " menú desplegable que aparece." #: ../../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 "" "Puede crear atributos directamente desde la pestaña :guilabel:`Atributos y " "variantes` del formulario de producto. Para hacerlo, primero escriba el " "nombre del nuevo atributo en el campo en blanco y seleccione ya sea " ":guilabel:`Crear` o :guilabel:`Crear y editar...` desde el menú desplegable " "que aparece." #: ../../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 "" "Al hacer clic en :guilabel:`Crear`, se crea el atributo, el cual podrá " "editar después. Si hace clic en :guilabel:`Crear y editar...` se crea el " "atributo y aparece una ventana emergente para :guilabel:`Crear el atributo`," " en donde podrá personalizar y configurar la categoría de inmediato. " #: ../../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 "" "Una vez que seleccione un atributo en la columna :guilabel:`Atributo` " "seleccione los valores específicos de atributo que tiene que aplicar en el " "producto, desde el menú desplegable disponible en la columna " ":guilabel:`Valores`." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:207 msgid "There is no limit to how many values can be added." msgstr "No hay límite sobre cuántos valores puede agregar." #: ../../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 "" "Puede acceder a los procesos de creación de variantes para productos " "similares a través de las aplicaciones Compra, Inventario y Comercio " "electrónico." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:214 msgid "Configure variants" msgstr "Configurar variantes" #: ../../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 "" "A la derecha de la línea de atributo está el botón :guilabel:`Configurar`. " "Al hacer clic, Odoo mostrará una página separada con esos :guilabel:`Valores" " de variantes de producto` específicos." #: ../../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 "" "Puede acceder a la página Valores de variantes de producto con el botón " "Configurar en un formulario de producto." #: ../../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 "" "Aquí puede ver el nombre específico de :guilabel:`Valor`, :guilabel:`Índice " "de color HTML` (si aplica) y el :guilabel:`Valor del precio adicional`." #: ../../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 "" "El :guilabel:`Valor de precio adicional` representa cuánto aumentará el " "precio de venta si se selecciona el atributo." #: ../../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 "" "Cuando se hace clic en la página :guilabel:`Valores de variantes de " "producto` Odoo mostrará una página a parte donde verá los detalles " "relacionados a los valores." #: ../../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 "" "Una página de valores de la variante de producto a la que se puede acceder a" " través de la página general Valores de variantes de producto." #: ../../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 "" "En esa página de detalles de la variante específica podrá encontrar los " "campos :guilabel:`Valor` y :guilabel:`Valores de variantes de producto`, así" " como un campo :guilabel:`Excluir para`." #: ../../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 "" "En el campo :guilabel:`Excluir para` puede agregar :guilabel:`Plantillas de " "producto` y :guilabel:`Valores de atributo` específicos. Al hacerlo, este " "valor de atributo específico se excluirá de esos productos." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:245 msgid "Variants smart button" msgstr "Botón inteligente de variantes" #: ../../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 "" "Cuando un producto tiene atributos y variantes configurados en la pestaña " ":guilabel:`Atributos y variantes`, aparecerá un botón :guilabel:`Variantes` " "en la parte superior del formulario del producto. El botón inteligente " ":guilabel:`Variantes` indica cuántas variantes están configuradas en ese " "producto en específico." #: ../../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 "" "El botón inteligente de variantes en la parte superior del formulario de " "producto en Ventas." #: ../../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 "" "Cuando se hace clic en el botón inteligente :guilabel:`Variantes`, Odoo " "mostrará una página separa donde podrá ver todas las combinaciones de " "variantes de productos configuradas" #: ../../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 "" "Puede acceder a la página de variantes mediante el botón inteligente " "variantes en el formulario de producto de Odoo." #: ../../content/applications/sales/sales/products_prices/products/variants.rst:263 msgid "Impact of variants" msgstr "Impacto de variantes" #: ../../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 "" "Además de ofrecer opciones de productos más detalladas a los clientes, las " "variantes de producto tienen sus propios impactos y puede aprovecharlas en " "toda la base de datos de Odoo." #: ../../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 "" ":guilabel:`Código de barras`: los códigos de barra están asociados con cada " "variante en lugar de cada plantilla de producto. Cada variante individual " "puede tener su propio código de barras o SKU." #: ../../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 "" ":guilabel:`Precio`: cada variante de producto tiene su propio precio " "público, el cual es la suma de la plantilla del producto *y* cargos " "adicionales para atributos particulares." #: ../../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 "" "El precio de una playera roja es $23, porque el precio en la plantilla de la" " playera es $20, más unos $3 adicionales por la variante del color rojo. Las" " reglas de la lista de precios se pueden configurar para aplicarse a la " "plantilla del producto, o a la variante." #: ../../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:`Inventario`: el inventario se cuenta por cada variante de " "producto individual. En el formulario de la plantilla del producto, el " "inventario refleja la suma de todas las variantes, pero el inventario real " "se calcula según las variantes individuales. " #: ../../content/applications/sales/sales/products_prices/products/variants.rst:281 msgid "" ":guilabel:`Picture`: each product variant can have its own specific picture." msgstr "" ":guilabel:`Imagen`: cada variante de producto puede tener su propia imagen " "específica. " #: ../../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 "" "Los cambios a la plantilla del producto se aplican de forma automática a " "cada variante de ese producto. " #: ../../content/applications/sales/sales/products_prices/products/variants.rst:287 msgid ":doc:`import`" msgstr ":doc:`importar`" #: ../../content/applications/sales/sales/products_prices/returns.rst:3 msgid "Returns and refunds" msgstr "Devoluciones y reembolsos" #: ../../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 "" "La aplicación *Ventas* de Odoo le proporciona dos maneras distintas de " "procesar las devoluciones. El método a utilizar depende de si ya emitió o no" " una factura." #: ../../content/applications/sales/sales/products_prices/returns.rst:9 msgid "Before invoicing" msgstr "Antes de facturar" #: ../../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 "" "Las devoluciones se completan mediante *transferencias revertidas* cuando un" " cliente decide devolver un producto **antes** de que envíe la factura o la " "valide. " #: ../../content/applications/sales/sales/products_prices/returns.rst:15 msgid "" "In order to use *Reverse Transfers*, the *Inventory* app **must** be " "installed." msgstr "" "Para usar las *transferencias revertidas* también **debe** tener instalada " "la aplicación *Inventario*." #: ../../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 "" "Para iniciar una devolución antes del proceso de facturación, vaya a la " "aplicación *Ventas*, seleccione la orden de venta correspondiente y haga " "clic en el botón inteligente :guilabel:`Entrega` para abrir la orden de " "entrega vinculada." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical sales order with a highlighted delivery smart button in Odoo " "Sales." msgstr "" "Una orden de venta común con el botón inteligente de entrega destacado en " "rojo en la aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/products_prices/returns.rst:25 msgid "On the validated delivery order, click :guilabel:`Return`." msgstr "" "Una vez que se encuentre en la orden de entrega validada, haga clic en " ":guilabel:`Devolver`." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A validated delivery order with a highlighted Return button in Odoo Sales." msgstr "" "Una orden de entrega validada con el botón \"Devolver\" destacado en rojo en" " la aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/products_prices/returns.rst:31 msgid "This opens a :guilabel:`Reverse Transfer` pop-up window." msgstr "Esta acción abre la ventana emergente :guilabel:`Revertir traslado`." #: ../../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 "" "De forma predeterminada, la :guilabel:`cantidad` coincide con las cantidades" " validadas en la orden de entrega. Actualice las cantidades en caso de que " "sea necesario. Haga clic en el icono :guilabel:`🗑️ (papelera)` que se ubica " "junto a la línea de un artículo para eliminarlo de la devolución." #: ../../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 "" "La ventana emergente para \"revertir una transferencia\", para hacer una " "devolución antes de facturar al cliente. " #: ../../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 "" "A continuación, haga clic en :guilabel:`Devolver` para confirmar la " "devolución. Esto genera una nueva operación de almacén para los productos " "devueltos entrantes." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Warehouse operation after a return has been confirmed in Odoo Sales." msgstr "" "Operación de almacén después de confirmar una devolución en la aplicación " "Ventas de Odoo." #: ../../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 "" "Una vez recibida la devolución, el equipo de almacén valida la operación de " "almacén con el botón :guilabel:`Validar`. Luego, en la orden de venta " "original, la cantidad :guilabel:`entregada` se actualiza para incluir la " "diferencia entre las cantidades validadas al inicio y las cantidades " "devueltas." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "The updated \"Delivered\" quantity on the sales order after the reverse " "transfer." msgstr "" "La cantidad \"entregada\" actualizada en la orden de ventas después de " "revertir la transferencia. " #: ../../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 "" "Al crear una factura, el cliente recibe una factura **solo** por los " "productos que se quedó, si los hay." #: ../../content/applications/sales/sales/products_prices/returns.rst:60 msgid "After invoicing" msgstr "Después de facturar" #: ../../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 "" "A veces los clientes devuelven un artículo después de recibirlo o de pagar " "su factura. En estos casos, no es suficiente realizar una devolución solo " "con *traslados revertidos*, pues las facturas validadas o enviadas no se " "pueden modificar." #: ../../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 "" "Sin embargo, puede usar la función *Revertir traslado* junto con *notas de " "crédito* para completar la devolución del cliente. " #: ../../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 "" "Para iniciar una devolución después de haber facturado, vaya a la orden de " "venta correspondiente en la aplicación :menuselection:`Ventas`." #: ../../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 "" "Los detalles del pago aparecerán en el chatter en caso de que haya un pago " "registrado en la orden de venta y la factura tiene una cinta de color verde " "con el texto \":guilabel:`En proceso de pago`\". Puede acceder a la factura " "con el botón inteligente :guilabel:`Facturas`." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Sample of a green in payment banner in Odoo Sales." msgstr "" "Ejemplo de una cinta verde con el mensaje \"en proceso de pago\" en la " "aplicación Ventas de Odoo." #: ../../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 "" "Desde la orden de venta, haga clic en el botón inteligente " ":guilabel:`Entrega` para visualizar la orden de entrega validada y después " "haga clic en :guilabel:`Devolver` para abrir la ventana emergente " ":guilabel:`Revertir traslado`." #: ../../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 "" "A continuación, edite el :guilabel:`producto` o la :guilabel:`cantidad`, " "según sea necesario, para la devolución y haga clic en :guilabel:`Devolver`." " Esto genera una nueva operación de almacén para los productos devueltos, el" " equipo de almacén la validará una vez que reciba la devolución, solo deben " "hacer clic en :guilabel:`Validar`." #: ../../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 "" "La cantidad :guilabel:`entregada` se actualiza en la orden de venta para " "mostrar la diferencia entre las cantidades validadas al inicio y las " "cantidades devueltas." #: ../../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 "" "Para procesar una devolución, vaya a la factura correspondiente (desde la " "orden de ventas, haga clic en el botón inteligente :guilabel:`Facturas`) y " "luego haga clic en el botón :guilabel:`Nota de crédito` que se encuentra en " "la parte superior de la factura validada. " #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "" "A typical customer invoice with a Credit Note button highlighted in Odoo " "Sales." msgstr "" "Una factura al cliente común con el botón \"Nota de crédito\" destacado en " "rojo en la aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/products_prices/returns.rst:99 msgid "Doing so reveals a :guilabel:`Credit Note` pop-up form." msgstr "" "La acción anterior abre un formulario emergente de :guilabel:`Nota de " "crédito`." #: ../../content/applications/sales/sales/products_prices/returns.rst-1 msgid "Typical credit note pop-up form that appears in Odoo Sales." msgstr "" "Formulario emergente de notas de crédito que aparece en la aplicación Ventas" " de Odoo." #: ../../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 "" "Primero escriba el :guilabel:`motivo que aparece en la nota de crédito`, " "elija un :guilabel:`diario` específico para procesar el crédito y seleccione" " una :guilabel:`fecha de reversión`." #: ../../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 "" "Después de completar la información haga clic en :guilabel:`Revertir` o " ":guilabel:`Revertir y crear factura`. Si es necesario, también puede editar " "el borrador." #: ../../content/applications/sales/sales/products_prices/returns.rst:111 msgid "Lastly, click :guilabel:`Confirm` to confirm the credit note." msgstr "Por último, :guilabel:`confirme` la nota de crédito." #: ../../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 "" "Cuando haya terminado, en la parte superior de la página aparecerá un " "recuadro azul con el siguiente mensaje: :guilabel:`Tiene créditos pendientes" " para este cliente. Puede asignarlos para marcar la factura como pagada.`" #: ../../content/applications/sales/sales/products_prices/returns.rst:117 msgid ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" msgstr ":doc:`../../../finance/accounting/customer_invoices/credit_notes`" #: ../../content/applications/sales/sales/send_quotations.rst:5 msgid "Send Quotations" msgstr "Enviar cotizaciones" #: ../../content/applications/sales/sales/send_quotations/deadline.rst:3 msgid "Quotation deadlines" msgstr "Fecha límite de las cotizaciones " #: ../../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 "" "En la aplicación *Ventas*, es posible establecer fechas límite en las " "cotizaciones de ventas. De esta forma, motiva a sus clientes a actuar rápido" " durante las negociaciones de ventas, pues temerán perderse una buena " "oferta. Las fechas límite también pueden fungir como protección para la " "empresa en caso de que una orden se haya completado a un precio que ya no " "resulta rentable para el negocio. " #: ../../content/applications/sales/sales/send_quotations/deadline.rst:11 msgid "Quotation expiration" msgstr "Vencimiento de la cotización" #: ../../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 "" "En la aplicación *Ventas* de Odoo está disponible la opción para agregar una" " fecha de vencimiento a una cotización." #: ../../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 "" "Para agregar una fecha de vencimiento a una cotización, vaya a " ":menuselection:`la aplicación Ventas` y seleccione la cotización que desee o" " cree una nueva con el botón :guilabel:`Crear`. " #: ../../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 "" "En el formulario de la cotización, haga clic en el campo " ":guilabel:`Vencimiento` para abrir una ventana emergente de un calendario. " "Desde ahí, seleccione la fecha de vencimiento que desee para la cotización." " " #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "The expiration field on a standard quotation form in Odoo Sales." msgstr "" "El campo de vencimiento en una cotización estándar en Ventas de Odoo. " #: ../../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 "" "Si hace clic en el botón :guilabel:`Vista previa` en la cotización, Odoo " "mostrará de manera clara cuándo vence esa orden en específico. " #: ../../content/applications/sales/sales/send_quotations/deadline.rst:0 msgid "How customers will see deadlines on Odoo Sales." msgstr "Cómo verán los clientes las fechas de vencimiento en Ventas de Odoo. " #: ../../content/applications/sales/sales/send_quotations/deadline.rst:34 msgid "Quotation template expiration" msgstr "Vencimiento en las plantillas de cotización" #: ../../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 "" "La aplicación *Ventas* de Odoo le permite agregar una fecha límite de " "vencimiento a las plantillas de cotización." #: ../../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 "" "Para agregar una fecha de vencimiento a una plantilla de cotización, vaya a " "la :menuselection:`aplicación Ventas --> Configuración --> Plantillas de " "cotización` y seleccione la plantilla a la cual desea agregarle una fecha de" " vencimiento, o haga clic en :guilabel:`Crear` y diseñe una nueva desde " "cero. " #: ../../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 "" "En el formulario de la plantilla de la cotización, añada un número " "específico de días en el campo :guilabel:`La cotización vence después de` " "ubicado debajo del nombre de la cotización. Este número representa por " "cuánto tiempo será válida la cotización, antes de que venza." #: ../../content/applications/sales/sales/send_quotations/deadline.rst-1 msgid "" "The quotation expires after field on a quotation template form in Odoo " "Sales." msgstr "" "El campo la cotización vence después de en el formulario de una plantilla de" " cotización en Ventas de Odoo." #: ../../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 "" "Luego, cuando use esa plantilla en específico en una cotización, se calcula " "de manera automática una fecha de vencimiento según el número de días " "asignados previamente. Aunque puede editar esa fecha antes de enviarle la " "cotización al cliente." #: ../../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 "Entregas y facturas en diferentes direcciones" #: ../../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 "" "Las personas físicas y morales a menudo usan direcciones separadas para " "facturar y para los envíos. Con la aplicación *Ventas* de Odoo, los " "contactos pueden tener direcciones específicas para los envíos y para la " "facturación. " #: ../../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 "" "Para utilizar correctamente varias direcciones en Odoo, vaya a la aplicación" " :menuselection:`Ventas --> Configuración --> Ajustes` y desplácese hacia " "abajo hasta el encabezado :guilabel:`Cotización y órdenes`. A continuación, " "marque la casilla junto a :guilabel:`Direcciones de clientes`, y haga clic " "en :guilabel:`Guardar`." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Activate the Customer Addresses setting." msgstr "Active la función Direcciones de clientes" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:21 msgid "Contact form configuration" msgstr "Configuración del formulario del contacto" #: ../../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 "" "Para añadir varias direcciones a un contacto, vaya a la aplicación " ":menuselection:`Ventas --> Órdenes --> Clientes`, y borre cualquier filtro " "predeterminado de la barra de búsqueda. Después haga clic en el cliente " "deseado para abrir su formulario de contacto." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:28 msgid "Contact forms can be accessed in the *Contacts* application, as well." msgstr "" "También puede acceder al formulario del contacto desde la aplicación " "*Contactos*." #: ../../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 "" "En el formulario de contacto, haga clic en :guilabel:`Editar` y, a " "continuación, seleccione :guilabel:`Añadir`, ubicado en la pestaña " ":guilabel:`Contactos y direcciones`. Al hacerlo, aparecerá el formulario " "emergente :guilabel:`Crear contacto`, en el que podrá establecer direcciones" " adicionales." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Add a contact/address to the contact form." msgstr "Agregar contacto/dirección al formulario de contacto." #: ../../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 "" "En el formulario emergente :guilabel:`Crear contacto`, haga clic en el campo" " predeterminado :guilabel:`Otra dirección` para ver el menú desplegable con " "opciones relacionadas a las direcciones." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:41 msgid "Select any of the following options:" msgstr "Seleccione una de las siguientes opciones:" #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:43 msgid "" ":guilabel:`Contact`: adds another contact to the existing contact form." msgstr "" ":guilabel:`Contacto`: añade otro contacto al formulario existente del " "contacto." #: ../../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:`Dirección de factura`: añade una dirección de factura específica " "al formulario existente de contacto." #: ../../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:`Dirección de entrega`: añade una dirección de entrega específica " "al formulario existente de contacto." #: ../../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:`Otra dirección`: añade una dirección de entrega alterna al " "formulario existente de contacto." #: ../../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:`Dirección privada`: añade una dirección privada al formulario de " "contacto existente." #: ../../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 "" "Una vez que seleccione una opción deberá introducir la información de " "contacto correspondiente que debe utilizarse para el tipo de dirección " "específica." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Create a new contact/address on a contact form." msgstr "Cree un nuevo contacto/dirección en el formulario de contacto. " #: ../../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 "" "A continuación, haga clic en :guilabel:`Guardar y cerrar` para guardar la " "dirección y cerrar la ventana :guilabel:`Crear contacto`. O haga clic en " ":guilabel:`Guardar y nuevo` para guardar la dirección e introducir una nueva" " inmediatamente." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst:60 msgid "Address added to quotations" msgstr "Dirección añadida a la cotización" #: ../../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 "" "Cuando añada un cliente a una cotización, los campos :guilabel:`Dirección de" " factura` y :guilabel:`Dirección de entrega` se completarán de manera " "automática con las direcciones correspondientes especificadas en el " "formulario de contacto del cliente." #: ../../content/applications/sales/sales/send_quotations/different_addresses.rst-1 msgid "Invoice and Delivery Addresses autopopulate on a quotation." msgstr "" "Las direcciones de facturación y de envío se completan automáticamente en " "una cotización. " #: ../../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 "" "La :guilabel:`Dirección de facturación` y la :guilabel:`Dirección de envío` " "también se pueden editar directamente desde la cotización al hacer clic en " "el botón de :guilabel:`Editar` y después en los botones de enlaces internos " ":guilabel:`➡️ (right arrow)` que se encuentran junto a cada línea de " "dirección. " #: ../../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 "" "Estas direcciones se pueden actualizar en cualquier momento para asegurar " "una facturación y un envío adecuados. " #: ../../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 "" "Si realiza algún cambio en un formulario en Odoo, incluidos los formularios " "de *contacto*, recuerde hacer clic en :guilabel:`Guardar` para guardar los " "cambios en la base de datos." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 msgid "Online payment order confirmation" msgstr "Confirmación de orden de pago en línea" #: ../../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 "" "La aplicación **Ventas** de Odoo permite que los clientes confirmen sus " "órdenes mediante un pago en línea desde la orden de venta. Una vez que el " "cliente paga de manera electrónica la orden de venta, el vendedor asignado a" " la orden recibe una notificación al instante sobre la confirmación de esa " "orden." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "Activate online payments" msgstr "Activar los pagos en línea" #: ../../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 "" "La función *Pago en línea* **debe** estar habilitada para que los clientes " "puedan confirmar sus órdenes con un pago en línea." #: ../../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 "" "Para activar la función de *pago en línea*, vaya a la " ":menuselection:`aplicación Ventas --> Configuración --> Ajustes`, diríjase a" " la sección :guilabel:`Cotizaciones y órdenes`, marque la casilla junto a la" " función :guilabel:`Pago en línea` y haga clic en :guilabel:`Guardar`." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "The online payment setting in the Odoo Sales application." msgstr "Los ajustes de pago en línea en la aplicación Ventas de Odoo." #: ../../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 "" "Debajo de la opción :guilabel:`Pago en línea` en la página de " ":guilabel:`ajustes` de *Ventas* se encuentra el campo :guilabel:`Validez de " "cotización predeterminada`. En este campo le proporciona la opción de " "agregar un número específico de días para que las cotizaciones sean válidas " "durante ese tiempo de forma predeterminada." #: ../../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 "" "Para habilitar esta función en una cotización estándar, marque la casilla de" " la opción :guilabel:`Pago`. Está ubicada en el campo " ":guilabel:`Confirmación en línea` dentro de la pestaña :guilabel:`Otra " "información`." #: ../../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 "" "El pago en línea de una cotización estándar en la aplicación Ventas de Odoo." #: ../../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 "" "Para habilitar esta función en la plantilla de una cotización, marque la " "casilla de la opción :guilabel:`Pago`. Está ubicada en el campo " ":guilabel:`Confirmación en línea` dentro del formulario de la plantilla de " "la cotización." #: ../../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 "" "Los ajustes de pago en línea de los formularios de plantilla de la " "cotización en la aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:43 msgid "Payment providers" msgstr "Proveedores de pago" #: ../../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 "" "Aparece un enlace para configurar los :guilabel:`proveedores de pago` " "después de activar la función :guilabel:`Pago en línea`." #: ../../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 "" "La página de :guilabel:`Proveedores de pago` se abre tras hacer clic en ese " "enlace. Allí puede habilitar, personalizar y publicar una gran cantidad de " "proveedores de pago." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 msgid "Payment providers page in Odoo Sales." msgstr "La página de proveedores de pago en la aplicación Ventas de Odoo." #: ../../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 "Registrar un pago" #: ../../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 "" "Luego de abrir las cotizaciones en su portal de clientes, los clientes " "pueden hacer clic en :guilabel:`Aceptar y pagar` para confirmar su orden con" " un pago en línea." #: ../../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 "" "El botón Aceptar y pagar en una cotización en línea en la aplicación Ventas " "de Odoo. " #: ../../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 "" "Después de que los clientes hacen clic en :guilabel:`Aceptar y pagar` " "aparece la ventana emergente :guilabel:`Validar orden`. Dentro hay distintas" " opciones para realizar pagos en línea en la sección :guilabel:`Pagar con`." #: ../../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 "" "Cómo registrar un pago en una ventana emergente para validar órdenes en la " "aplicación Ventas de Odoo." #: ../../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 "" "Odoo **solo** mostrará, dentro de la ventana emergente :guilabel:`Validar " "orden`, las opciones de pago que haya publicado y configurado en la página " "de :guilabel:`proveedores de pago`." #: ../../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 "" "Una vez que el cliente elija un método de pago deberá hacer clic en el botón" " :guilabel:`Pagar` de la ventana emergente para confirmar la orden. Odoo " "notificará de forma instantánea al vendedor asignado una vez que se pague y " "confirme la orden en línea." #: ../../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 "" "Un ejemplo de la notificación que aparece en el chatter al realizar un pago " "en línea." #: ../../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:272 msgid ":doc:`get_signature_to_validate`" msgstr ":doc:`get_signature_to_validate`" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" msgstr "Firmar en línea para confirmar órdenes" #: ../../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 "" "La aplicación **Ventas** de Odoo permite que los clientes confirmen sus " "órdenes con una firma electrónica desde la orden de venta. Una vez que el " "cliente firma de manera electrónica la orden de venta, el vendedor asignado " "a la orden recibe una notificación al instante sobre la confirmación de esa " "orden de venta." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:11 msgid "Activate online signatures" msgstr "Activar la firma en línea" #: ../../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 "" "La función *Firma en línea* **debe** estar habilitada para que los clientes " "puedan confirmar sus órdenes mediante una firma en línea." #: ../../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 "" "Para activar la función para *firmar en línea*, vaya a " ":menuselection:`aplicación Ventas --> Configuración --> Ajustes`, baje hasta" " la sección de :guilabel:`Cotizaciones y órdenes` y active la función de " ":guilabel:`Firma en línea` haciendo clic en la casilla de a lado. " #: ../../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 "" "La opción de la función de firma en línea en los ajustes de la aplicación " "Ventas de Odoo." #: ../../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 "" "Luego, haga clic en :guilabel:`Guardar` que se ubica en la parte superior " "izquierda." #: ../../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 "" "Al hacer una plantilla de cotización, la función de firma en línea es la " "opción de :guilabel:`firma` que se ubica en el campo :guilabel:`confirmación" " en línea` del formulario de la plantilla de cotización. " #: ../../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 "" "La opción de firma de confirmación en línea que se encuentra en cada " "plantilla de cotización de Odoo. " #: ../../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 "" "En plantillas de cotización estándar, la función de firma en línea es la " "opción :guilabel:`Firma` que se ubica en la pestaña :guilabel:`Otra " "información` en el formulario de la cotización. " #: ../../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 "" "La opción firma de confirmación en línea en la pestaña Otra información en " "un formulario de cotización en Odoo. " #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:42 msgid "Order confirmations with online signatures" msgstr "Confirmaciones de órdenes con firmas en línea" #: ../../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 "" "Cuando un cliente accede a una cotización en línea a través de su portal de " "cliente, podrá ver un botón para :guilabel:`Firmar y pagar` directamente en " "la cotización. " #: ../../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 "" "El botón Firmar y pagar presente en las cotizaciones en línea de Ventas de " "Odoo. " #: ../../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 "" "Al hacer clic sobre él, aparecerá una ventana emergente para " ":guilabel:`validar la orden`. El campo :guilabel:`Nombre completo` se " "completa de manera automática según la información de contacto en la base de" " datos. " #: ../../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 "" "La ventana emergente para Validar la orden para firmas en línea en Ventas de" " Odoo." #: ../../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 "" "Después, los clientes tienen la opción de firmar en línea con cualquiera de " "las siguientes opciones: :guilabel:`automático`, :guilabel:`trazar`, o " ":guilabel:`subir`. " #: ../../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 "" ":guilabel:`Automático` permite que Odoo genere de manera automática una " "firma electrónica según la información que aparece en el campo " ":guilabel:`Nombre completo`. :guilabel:`Trazar` le permite al cliente usar " "el cursor para crear una firma personalizada directamente desde la ventana " "emergente. :guilabel:`Subir` deja que el cliente suba un archivo de una " "firma ya creada desde su computadora." #: ../../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 "" "Después de que el cliente haya elegido una de las tres opciones anteriores " "para firmar (:guilabel:`automático`, :guilabel:`trazar`, o " ":guilabel:`subir`), deberán hacer clic en :guilabel:`Aceptar y firmar`. " #: ../../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 "" "Al hacerlo, aparecerán los diferentes métodos de pago disponibles de entre " "los que podrán elegir el que prefieran (solo si la opción *pago en línea* " "aplica para esta cotización). " #: ../../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 "" "Cuando la cotización esté pagada y confirmada, se creará de manera " "automática una orden de envío (si está instalada la aplicación *Inventario* " "de Odoo)." #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:78 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:273 msgid ":doc:`get_paid_to_validate`" msgstr ":doc:`get_paid_to_validate`" #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:3 msgid "Optional products" msgstr "Productos opcionales" #: ../../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 "" "El uso de productos opcionales es una estrategia de marketing que implica la" " venta cruzada de productos junto con un producto principal. El objetivo es " "ofrecer productos útiles y relacionados a los clientes, lo que puede " "resultar en un aumento de ventas." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:9 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:157 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 "" "Por ejemplo, si un cliente desea comprar un automóvil tiene la opción de " "ordenar asientos con función de masaje o puede ignorar la oferta y solo " "comprar el vehículo. La experiencia del cliente mejora si le proporciona la " "opción de comprar productos opcionales." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:14 msgid "Optional products on quotations" msgstr "Productos opcionales en las cotizaciones" #: ../../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 "" "Con la aplicación *Ventas* de Odoo puede agregar o modificar productos " "opcionales directamente en las cotizaciones si se dirige a la pestaña " ":guilabel:`productos opcionales` en un formulario de cotización." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "How to add optional products to your quotations on Odoo Sales." msgstr "" "Cómo agregar productos opcionales a sus cotizaciones en la aplicación Ventas" " de Odoo." #: ../../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 "" "Para añadir productos opcionales a la cotización, haga clic en " ":guilabel:`Agregar un producto` en la pestaña :guilabel:`Productos " "opcionales` desde la cotización. Al hacerlo, aparecerá un campo en blanco en" " la columna :guilabel:`Producto`. " #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:27 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:178 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 "" "Si hace clic sobre el campo, aparecerá una lista desplegable con productos " "de la base de datos y podrá seleccionar el que desee para agregarlo como un " "producto opcional a la plantilla de la cotización. " #: ../../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 "" "Si el producto que desea no está visible, escriba el nombre del producto en " "el campo y la opción aparecerá en la lista desplegable. Selecciónelo para " "agregarlo a la cotización. " #: ../../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 "" "Al agregar un producto, la :guilabel:`cantidad` predeterminada es `1`, pero " "puede editarlo cuando quiera. " #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:39 #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:181 msgid "" "To delete any line item from the :guilabel:`Optional Products` tab, click " "the :guilabel:`🗑️ (trash can)` icon." msgstr "" "Para eliminar cualquier línea de artículo desde la pestaña " ":guilabel:`Productos opcionales`, haga clic en el icono :guilabel:`🗑️ " "(papelera)`. " #: ../../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 "" "Haga clic en el botón :guilabel:`Vista previa` que se ubica en la esquina " "superior izquierda de la cotización para que aparezca una vista previa de la" " cotización que los clientes recibirán a través de su correo electrónico, " "junto con los productos opcionales que pueden agregar a su orden desde la " "sección :guilabel:`Opciones`. " #: ../../content/applications/sales/sales/send_quotations/optional_products.rst-1 msgid "Preview your quotations on Odoo Sales." msgstr "Vista previa de las cotizaciones en la aplicación Ventas de Odoo." #: ../../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 "" "Los clientes pueden agregar diferentes productos opcionales a su orden si " "hacen clic en el icono the :guilabel:`🛒 (carrito de compras)` que se ubica a" " la derecha de la línea de producto opcional. " #: ../../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 "" "Si un cliente selecciona productos opcionales, estos se agregan de manera " "automática a la cotización que gestiona el vendedor. " #: ../../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 "" "Cuando el cliente agrega productos opcionales a una orden, el vendedor " "recibe una notificación inmediata sobre el cambio, junto con cualquier otra " "modificación que el cliente realice. Esto permite que el personal de ventas " "esté al tanto de todo lo relacionado con una orden en el backend de la " "aplicación *Ventas*." #: ../../content/applications/sales/sales/send_quotations/optional_products.rst:62 msgid "Optional products on quotation templates" msgstr "Productos opcionales en las plantillas de cotización" #: ../../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 "" "Asegúrese de consultar la documentación sobre las :doc:`quote_template` para" " entender mejor cómo funcionan las plantillas de cotización antes de leer la" " siguiente información. " #: ../../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 "" "Para las plantillas de cotización, al igual que en un formulario de " "cotización común, también hay una pestaña de :guilabel:`productos " "opcionales` en la que se pueden agregar productos o servicios relacionados." #: ../../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 "" "Para agregar productos opcionales a una plantilla de cotización, vaya a la " "aplicación :menuselection:`Ventas --> Configuración --> Plantillas de " "cotización`. Luego, seleccione una plantilla existente para editarla o cree " "una nueva con el botón :guilabel:`Nuevo`." #: ../../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 "" "En el formulario de la plantilla de cotización, haga clic en la pestaña " ":guilabel:`Productos opcionales` y luego en :guilabel:`Agregar una línea` " "para seleccionar el producto opcional que desee a la plantilla de la " "cotización. " #: ../../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 "" "De manera predeterminada, los productos que se agregan a la pestaña " ":guilabel:`Productos opcionales` están presentes en la cotización cuando se " "usa es plantilla en específico. Puede eliminarlos y agregar otros productos " "opcionales antes de enviarle la cotización a un cliente. " #: ../../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 "" "Es mejor ofrecer productos opcionales que alienten a un cliente a agregar " "artículos adicionales a su orden o a comprar una versión más costosa del " "producto que seleccionó al inicio." #: ../../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 "" "Por ejemplo, si un cliente compra una silla de madera, algunos productos " "opcionales podrían ser una garantía para esa silla o una silla de madera con" " asientos de piel." #: ../../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 "" "No existe límite en cuanto al número de productos opcionales que puede " "agregar a una plantilla de cotización." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 msgid "Product variants on quotations and sales orders" msgstr "Variantes de producto en cotizaciones y órdenes de venta" #: ../../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 "" "Antes de hablar a detalle acerca de cómo usar las variantes de productos en " "las cotizaciones y en las órdenes de ventas, le recomendamos consultar la " "documentación sobre :doc:`../products_prices/products/variants` en Odoo. " #: ../../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 "" "Una vez familiarizado con los principios básicos de las variantes de " "productos, la siguiente información describe cómo puede agregar dichas " "variantes a las cotizaciones y a las órdenes de ventas mediante el " "*configurador de productos* o la *entrada de la tabla de órdenes*. " #: ../../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 "" "Tenga en cuenta que, en la página de ajustes de la aplicación *Ventas*, la " "opción se llama *entrada en la tabla de variantes*; mientras que en el " "formulario de los productos, se llama *entrada en la tabla de órdenes*. " #: ../../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 "" "Al trabajar con variantes de productos, Odoo usa el configurador de " "productos de manera predeterminada. Para agregar la opción de entrada en la " "tabla de variantes, esa función **debe** estar activada en la aplicación " "*Ventas* de Odoo. Esta opción abre una ventana emergente en la cotización u " "orden de ventas para simplificar el proceso para seleccionar una variante. " #: ../../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 "" "Para activar ese ajuste, vaya a :menuselection:`Ventas --> Configuracón --> " "Ajustes` y baje hasta la sección :guilabel:`Catálogo de productos`. Después," " seleccione la casilla junto a la opción :guilabel:`Entrada en la tabla de " "variantes` y haga clic en :guilabel:`Guardar`. " #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "The variant grid entry setting in the Odoo Sales application." msgstr "" "La opción de entrada en la tabla de variantes en la aplicación Ventas de " "Odoo. " #: ../../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 "" "También **debe** estar activada la función :guilabel:`Variantes` para usar " "las variantes de productos en las cotizaciones y las órdenes de ventas. " #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 msgid "Product configuration" msgstr "Configuración de productos" #: ../../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 "" "Una vez que esté activada la función :guilabel:`Entrada en la tabla de " "variantes`, ambas opciones (*Configurador de productos* y *Entrada en la " "tabla de órdenes*) estarán disponibles en cada formulario de producto." #: ../../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 "" "Para configurar un formulario de producto para usar un configurador de " "producto o la entrada en la tabla de variantes vaya a :menuselection:`Ventas" " --> Productos --> Productos` para ver todos los productos en la base de " "datos. " #: ../../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 "" "Luego, seleccione el producto que desea configurar o haga clic en " ":guilabel:`Nuevo` para crear un nuevo producto desde cero. En el formulario " "del producto, haga clic en la pestaña :guilabel:`Atributos y variantes` " "donde podrá ver, modificar y agregar variantes." #: ../../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 "" "En la parte inferior de la pestaña :guilabel:`Atributos y variantes` hay una" " sección de :guilabel:`Selección de variantes de ventas` con dos opciones: " ":guilabel:`Configurador de productos` y :guilabel:`Entrada en la tabla de " "órdenes`." #: ../../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 "" "Tenga en cuenta que estas opciones **solo** aparecen si, por lo menos, dos " "valores de un atributo se agregaron al registro,." #: ../../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 "" "Opciones de selección de variantes de ventas en la pestaña de atributos y " "variantes en el formulario de un producto." #: ../../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 "" "Estas opciones determinan qué método se usa al agregar variantes de producto" " a las cotizaciones u órdenes de ventas. " #: ../../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 "" "El :guilabel:`configurador de productos` abre una ventada emergente que " "muestra claramente todas las variantes de productos disponibles para ese " "producto particular cuando se agrega a la cotización. Sin embargo, solo " "puede seleccionar o añadir una variante a la vez. " #: ../../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 "" "La :guilabel:`Entrada en la tabla de órdenes` proporciona la misma " "información que el :guilabel:`configurador de productos` a modo de tabla lo " "que le permite al usuario seleccionar números más grandes de variantes " "únicas de productos y agregarlos a la cotización u orden de ventas, en una " "sola vista. " #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "Product configurator" msgstr "Configurador de productos" #: ../../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 "" "La función del configurador del producto aparece en la ventana emergente " ":guilabel:`Configurar`, tan pronto como un producto con, por lo menos, dos " "variantes se agrega a la cotización o a la orden de ventas, pero **solo** si" " selecciona la opción de :guilabel:`Configurador de productos` en su " "formulario de producto. " #: ../../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 "" "La ventana emergente del configurador del producto que aparece en la " "cotización u orden de ventas." #: ../../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 "" "La ventana emergente :guilabel:`Configurar` también aparece si la opción " ":guilabel:`Entrada en la tabla de órdenes` **no** está activada, puesto que " "es la opción predeterminada que usa Odoo al gestionar variantes de productos" " en las cotizaciones y/o en las órdenes de ventas. " #: ../../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 "" "La opción :guilabel:`Configurador de productos` le permite a los vendedores " "escoger exactamente qué variante de producto agregar a la cotización u orden" " de ventas mediante un formato similar al de las compras en línea. " #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:93 msgid "Order grid entry" msgstr "Entrada en la entrada de órdenes" #: ../../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 "" "La función de entrada en la tabla de órdenes aparece como una ventana " "emergente de :guilabel:`Escoger variantes de producto`, tan pronto como un " "producto con, por lo menos, dos variantes se agrega a la cotización u orden " "de ventas, pero **solo** si selecciona la opción :guilabel:`Entrada en la " "tabla de órdenes` en su formulario de producto. " #: ../../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 "" "La ventana emergente para elegir variantes de producto que aparece en una " "cotización en Odoo." #: ../../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 "" "La ventana emergente para :guilabel:`escoger variantes de productos` incluye" " todas las opciones de variantes para ese producto en particular. Desde " "aquí, el vendedor puede asignar cuántas de cada variante le gustaría agregar" " a la cotización u orden de ventas al mismo tiempo. " #: ../../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 "" "Cuándo haya seleccionado las cantidades y variantes deseadas, el vendedor " "solo tiene que hacer clic en :guilabel:`Confirmar` y esas órdenes se agregan" " de manera inmediata a la cotización u orden de ventas en la pestaña " ":guilabel:`Líneas de la orden`. " #: ../../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 "" "Pestaña de líneas de la orden completada después de seleccionar la entrada " "en la tabal de órdenes para elegir productos. " #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:116 msgid ":doc:`../products_prices/products/variants`" msgstr ":doc:`../products_prices/products/variants`" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:3 msgid "PDF quote builder" msgstr "Creador de cotizaciones en PDF" #: ../../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 "" "El *creador de cotizaciones en PDF* de *Ventas* le permite enviar a sus " "clientes un archivo PDF totalmente personalizado para las cotizaciones, en " "el que se muestren la empresa y los productos, con distintos elementos de " "información y diseño, en lugar de limitarse a mostrar el precio y el total." #: ../../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 "" "El creador de cotizaciones en PDF agrupa las páginas de encabezado, las " "descripciones de los productos, los precios y las páginas de pie de página " "para crear una cotización detallada. También puede introducir textos " "dinámicos en el PDF para personalizar la cotización para el cliente." #: ../../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 "" "Disponer de un PDF personalizado en las cotizaciones aporta una mejor " "experiencia de compra para los clientes y añade un toque elegante de " "profesionalidad a la empresa." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:17 msgid "" "`Odoo Quick Tips - Create a PDF quote [video] " "`_" msgstr "" "`Consejos de Odoo - Creación de una cotización en PDF [video] " "`_" #: ../../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 "" "Es recomendable editar formularios de PDF con el software de Adobe. Los " "campos de formulario en el encabezado y pie de página de las plantillas PDF " "son necesarios para obtener valores dinámicos con Odoo." #: ../../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 "" "Si desea añadir archivos PDF personalizados a las cotizaciones, *debe* " "configurar la función :guilabel:`creador de cotizaciones PDF`." #: ../../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 "" "Para ello, vaya a la aplicación :menuselection:`Ventas --> Configuración -->" " Ajustes`. Después, en la página :guilabel:`Ajustes`, vaya a la sección " ":guilabel:`cotizaciones y órdenes` y busque la función :guilabel:`creador de" " cotizaciones en PDF`." #: ../../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 "" "La función para crear cotizaciones en PDF esta ubicada en la página de " "ajustes de la aplicación Ventas." #: ../../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 "" "Aquí puede subir :guilabel:`encabezados` y :guilabel:`pies de página` " "personalizados. Para hacerlo, haga clic en el botón :guilabel:`Subir " "archivo` o en el icono :guilabel:`✏️ (lápiz)` del lado derecho del campo que" " desea y luego ubique, seleccione y suba el archivo PDF que quiera. " #: ../../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 "" "También puede añadir directamente los encabezados y pies de página en una " "plantilla de cotización, por lo que es posible tener variaciones diferentes " "por plantilla." #: ../../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 "" "Al hacer clic en el icono de :guilabel:`🗑️ (papelera)`, se eliminan los " "archivos PDF actuales y se reemplazan por un campo en blanco y un botón de " ":guilabel:`Subir archivo`. " #: ../../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 "" "Una vez que suba los archivos PDF que desea en los campos correctos en la " "sección de :guilabel:`Creador de cotizaciones en PDF` de la página de " ":guilabel:`Ajustes` en *Ventas*, asegúrese de guardar sus cambios. " #: ../../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 "" "Los archivos que suba serán los PDF predeterminados que se usarán en todas " "las cotizaciones." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:54 msgid "Values set in the PDF Quote Builder settings are company-specific." msgstr "" "Los valores establecidos en los ajustes del Creador de cotizaciones en PDF " "son específicos de la empresa." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:57 msgid "Dynamic text in PDFs" msgstr "Texto dinámico en archivos PDF" #: ../../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 "" "Al crear PDF personalizados para las cotizaciones, use el *texto dinámico* " "para que Odoo complete automáticamente el contenido del archivo PDF con " "información relacionada a la cotización de la base de datos de Odoo, como " "nombres, precios, etc. " #: ../../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 "" "Los valores del texto dinámico vienen de componentes (entradas de texto) que" " se pueden añadir a un archivo PDF y Odoo completa automáticamente esos " "valores con información relacionada a la cotización. " #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:66 msgid "Dynamic text values" msgstr " Valores de texto dinámico" #: ../../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 "" "A continuación le presentamos valores comunes de texto dinámico que se usan " "en archivos PDF personalizados y lo que representan:" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:70 msgid ":guilabel:`name`: Sales Order Reference" msgstr ":guilabel:`name`: Referencia de la orden de ventas" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:71 msgid ":guilabel:`partner_id__name`: Customer Name" msgstr ":guilabel:`partner_id__name`: Nombre del cliente" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:72 msgid ":guilabel:`user_id__name`: Salesperson Name" msgstr ":guilabel:`user_id__name`: Nombre del vendedor" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:73 msgid ":guilabel:`amount_untaxed`: Untaxed Amount" msgstr ":guilabel:`amount_untaxed`: Subtotal" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:74 msgid ":guilabel:`amount_total`: Total Amount" msgstr ":guilabel:`amount_total`: Total" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:75 msgid ":guilabel:`delivery_date`: Delivery Date" msgstr ":guilabel:`delivery_date`: Fecha de envío" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:76 msgid ":guilabel:`validity_date`: Expiration Date" msgstr ":guilabel:`validity_date`: Fecha de vencimiento" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:77 msgid ":guilabel:`client_order_ref`: Customer Reference" msgstr ":guilabel:`client_order_ref`: Referencia del cliente" #: ../../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 "" "En la notación para los valores :guilabel:`partner_id__name` y " ":guilabel:`user_id__name` se usa el doble guion bajo en lugar del símbolo " "generalmente usado de `.` porque en este momento la biblioteca no admite el " "símbolo `.`. " #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:84 msgid "Product-specific dynamic text values are as follows:" msgstr "" "A continuación se muestran los valores del texto dinámico específico del " "producto: " #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:86 msgid ":guilabel:`description`: Product Description" msgstr ":guilabel:`description`: Descripción del producto" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:87 msgid ":guilabel:`quantity`: Quantity" msgstr ":guilabel:`quantity`: Cantidad" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:88 msgid ":guilabel:`uom`: Unit of Measure (UoM)" msgstr ":guilabel:`uom`: Unidad de medida (UdM)" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:89 msgid ":guilabel:`price_unit`: Price Unit" msgstr ":guilabel:`price_unit`: Precio unitario" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:90 msgid ":guilabel:`discount`: Discount" msgstr ":guilabel:`discount`: Descuento" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:91 msgid ":guilabel:`product_sale_price`: Product List Price" msgstr ":guilabel:`product_sale_price`: Lista de precio del producto" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:92 msgid ":guilabel:`taxes`: Taxes name joined by a comma (`,`)" msgstr ":guilabel:`taxes`: Nombre de los impuestos separados con coma (`,`)" #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:93 msgid ":guilabel:`tax_excl_price`: Tax Excluded Price" msgstr ":guilabel:`tax_excl_price`: Precio con impuesto excluido " #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:94 msgid ":guilabel:`tax_incl_price`: Tax Included Price" msgstr ":guilabel:`tax_incl_price`: Precio con impuesto incluido" #: ../../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 "" "Cuando se crea un PDF, es mejor usar valores comunes de texto dinámico " "(:guilabel:`name` y :guilabel:`partner_id_name`). Cuando se sube a la base " "de datos, Odoo completa automáticamente esos campos con la información de " "sus respectivos campos." #: ../../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 "" "En este caso, Odoo completará de forma automática la referencia de la orden " "de ventas en el campo de texto dinámico :guilabel:`name` y el nombre del " "cliente en el campo :guilabel:`partner_id_name`. " #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:0 msgid "PDF quote being built using common dynamic placeholders." msgstr "" "Creación de una cotización en PDF usando marcadores de posición dinámicos " "comunes." #: ../../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 "" "Una vez que los archivos PDF están completos, guárdelos en el disco duro de " "su computadora y súbalos a Odoo desde la aplicación :menuselection:`Ventas " "--> Configuración --> Ajustes --> Creador de cotizaciones en PDF`." #: ../../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 "" "Suba los archivos PDF que creó en el campo :guilabel:`Encabezados` o " ":guilabel:`Pies de página`. " #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:113 msgid "Once the upload(s) are complete, click :guilabel:`Save`." msgstr "Una vez que los haya subido, haga clic en :guilabel:`Guardar`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:116 msgid "Add PDF to product" msgstr "Agregar un archivo PDF a un producto" #: ../../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 "" "En la aplicación *Ventas* de Odoo también es posible agregar un PDF " "personalizado al formulario de un producto. Cuando lo agrega y ese producto " "se usa en una cotización, también se inserta ese archivo PDF en el PDF " "final." #: ../../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 "" "Para agregar un archivo PDF personalizado a un producto, vaya a la " "aplicación :menuselection:`Ventas --> Productos --> Productos` y seleccione " "el producto al que desea agregar el PDF personalizado. " #: ../../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 "" "También puede agregar un documento a las variantes del producto, pero si hay" " documentos en un producto *y* en sus variantes, **solo** se mostrarán los " "documentos de las variantes. " #: ../../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 "" "Para agregar un documento personalizado a una variante de producto, vaya a " "la aplicación :menuselection:`Ventas --> Productos --> Variantes de " "producto`. Seleccione la variante que desee, haga clic en el botón " "inteligente :guilabel:`Documentos` y suba los documentos personalizados a la" " variante específica del producto. " #: ../../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 "" "En la página del producto, haga clic en el botón inteligente de " ":guilabel:`Documentos` en la parte superior de la página." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "The Documents smart button on a product form in Odoo Sales." msgstr "" "El botón inteligente de Documentos en un formulario de producto en Ventas de" " Odoo." #: ../../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 "" "La acción anterior abrirá una página separada de :guilabel:`Documentos` para" " ese producto, allí puede subir archivos relacionados. Desde esta página, " "haga clic en :guilabel:`Nuevo` o :guilabel:`Cargar`." #: ../../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 "" "Al hacer clic en :guilabel:`Subir` puede cargar el documento que desee y " "luego puede proporcionarle una configuración más avanzada desde la tarjeta " "del documento. También puede hacer clic en el icono de tres puntos ubicado " "en la esquina superior derecha de la tarjeta del documento y después en " ":guilabel:`Editar`." #: ../../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 "" "Al hacer clic en :guilabel:`Nuevo` se abre un formulario para documentos en " "blanco, allí puede cargar el PDF que desee con el botón :guilabel:`Suba su " "archivo`. Este se encuentra ubicado en el campo :guilabel:`Contenido del " "archivo` del formulario." #: ../../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 "" "Un formulario de documento estándar con varios campos para un producto " "específico en la aplicación Venta de Odoo." #: ../../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 "" "Desde aquí puede modificar la información y la configuración relacionada con" " el documento que subió." #: ../../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 "" "El primer campo en el formulario de documentos es para el :guilabel:`Nombre`" " del documento y aparece en color gris (además de que no puede hacer clic " "allí) hasta que suba un documento. Una vez que haya subido un PDF, el campo " ":guilabel:`Nombre` se completa de forma automática con el nombre del PDF, " "puede editarlo después." #: ../../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 "" "Antes de subir un documento, desde el campo con el menú desplegable " ":guilabel:`Tipo` puede elegir si es un :guilabel:`archivo` o una " ":guilabel:`URL`." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst-1 msgid "A standard document form with an uploaded pdf in Odoo Sales." msgstr "" "Un formulario de documento estándar con un PDF en la aplicación Venta de " "Odoo." #: ../../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 "" "Si sube un PDF, el campo :guilabel:`Tipo` se completa de forma automática " "como :guilabel:`archivo` y no podrá modificarlo. " #: ../../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 "" "Luego, en la sección :guilabel:`Ventas,` en el campo :guilabel:`Visible en`," " haga clic en el menú desplegable y seleccione alguna de las siguientes " "opciones: :guilabel:`Cotización`, :guilabel:`Orden confirmada` o " ":guilabel:`Dentro de la cotización`." #: ../../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 "" ":guilabel:`Cotización`: los clientes reciben el documento y pueden acceder a" " él en cualquier momento." #: ../../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 "" ":guilabel:`Orden confirmada`: los clientes reciben el documento al momento " "de confirmar su orden, es muy útil para los usuarios manuales y para otros " "documentos complementarios." #: ../../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 "" ":guilabel:`Dentro de la cotización`: el documento está incluido en el PDF de" " la cotización, entre las páginas de cabecera y la sección correspondiente a" " los :guilabel:`precios`." #: ../../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 "" "Si selecciona la opción :guilabel:`Dentro de la cotización` para el campo " ":guilabel:`Visible en` y carga el archivo PDF personalizado con el nombre " "`Sample Builder.pdf`, este estará visible en la cotización en el *portal del" " cliente* dentro de la sección :guilabel:`Documentos`." #: ../../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 "" "Muestra de un PDF en una cotización después de elegir la opción dentro de la" " cotización de ventas en la aplicación Venta de Odoo." #: ../../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 "" "Por último, en la sección :guilabel:`Comercio electrónico`, elija si desea " ":guilabel:`mostrarlo en la página del producto` o no desde el frontend (en " "la tienda en línea)." #: ../../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 "" "Cuando la opción :guilabel:`Mostrar en la página del producto` está " "habilitada, aparece un enlace al documento que subió en la página del " "producto disponible desde el frontend de una tienda en línea." #: ../../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 "" "Este enlace está debajo del encabezado :guilabel:`Documentos` y tiene el " "nombre del archivo que subió." #: ../../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 "" "Un enlace a un documento que subió el usuario en la página de un producto " "desde la aplicación Venta de Odoo." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:206 msgid "PDF quote" msgstr "Cotización en PDF" #: ../../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 "" "Una vez que confirma una cotización con un PDF preconfigurado, Odoo le " "ofrece la opción de imprimirla para verificar si hay errores o para " "almacenarla en sus registros." #: ../../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 "" "Para imprimirla, vaya a la cotización confirmada y haga clic en el icono " ":guilabel:`⚙️ (de engranaje)` que abrirá un menú desplegable. Desde allí, " "seleccione :guilabel:`Imprimir` y luego :guilabel:`Cotización en PDF`." #: ../../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 "" "La opción para imprimir la cotización en PDF en el menú desplegable desde la" " orden de venta confirmadas en la aplicación Venta de Odoo." #: ../../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 "" "En ese instante comenzará la descarga instantánea de la cotización. Al " "abrirla, puede ver e imprimir la cotización en PDF y el PDF del producto " "configurado que estableció para poder visualizar dentro de la cotización." #: ../../content/applications/sales/sales/send_quotations/pdf_quote_builder.rst:223 msgid "" "Download these :download:`PDF quote builder examples " "` for added reference." msgstr "" "Para obtener más referencias, descargue los siguientes :download:`ejemplos " "de creación de cotizaciones en PDF " "`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:3 msgid "Quotation templates" msgstr "Plantillas de cotización" #: ../../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 "" "En *Ventas* de Odoo, los vendedores pueden crear plantillas que pueden " "volver a usar para productos en común o servicios que ofrece el negocio. " #: ../../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 "" "Al usar estas plantillas, las cotizaciones se pueden hacer y enviar mucho " "más rápido a los clientes sin tener que crear cotizaciones nuevas desde cero" " cada vez que se realiza una negocioación de ventas." #: ../../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 "" "Primero, active estos ajustes en :menuselection:`Ventas --> Configuración " "--> Ajustes` y baje a la sección de :guilabel:`Cotizaciones y órdenes`. " #: ../../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 "" "En esa sección, marque la casilla junto a la opción :guilabel:`Plantillas de" " cotización`. Aparecerá un nuevo campo con el nombre :guilabel:`Plantilla " "predeterminada` en el que podrá elegir una plantilla de cotización " "predeterminada desde el menú desplegable." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "How to enable quotation templates on Odoo Sales." msgstr "" "Cómo habilitar las plantillas de cotización en la aplicación Ventas de Odoo." #: ../../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 "" "También, al activar la función de :guilabel:`Plantilla de cotización`, " "aparecerá un enlace interno de :guilabel:`➡️ Plantillas de cotización` " "debajo del campo :guilabel:`Plantilla predeterminada`. " #: ../../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 "" "Al hacer clic en el enlace, aparecerá una página de :guilabel:`Plantillas de" " cotización` desde donde podrá crear, ver y editar plantillas. " #: ../../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 "" "Antes de salir de la página de :guilabel:`Ajustes`, no olvide hacer clic en " "el botón :guilabel:`Guardar` para guardar todos los cambios que realizó " "durante la sesión. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:37 msgid "Create quotation templates" msgstr "Crear plantillas de cotización " #: ../../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 "" "Haga clic en el enlace de :guilabel:`plantillas de cotización` en la página " "de :guilabel:`Ajustes` o vaya a la :menuselection:`Aplicación Ventas --> " "Configuración --> Plantillas de cotización`. Ambas opciones mostrarán la " "página de las :guilabel:`Plantillas de cotización` donde podrá crear, ver y " "editar las plantillas de cotización. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates page in the Odoo Sales application." msgstr "Página de plantillas de cotización en la aplicación Ventas de Odoo." #: ../../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 "" "Para crear una nueva plantilla de cotización, haga clic en el botón " ":guilabel:`Nuevo` ubicado en la esquina superior izquierda. Al hacerlo, " "aparecerá un formulario en blanco de la plantilla de cotización que puede " "personalizar de muchas maneras. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Create a new quotation template on Odoo Sales." msgstr "Cree una nueva plantilla de cotización en Ventas de Odoo. " #: ../../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 "" "Comience escribiendo un nombre para la plantilla en el campo " ":guilabel:`Plantilla de cotización`. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:56 msgid "" "Then, in the :guilabel:`Quotation expires after` 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 "" "Luego, en el campo :guilabel:`La cotización vence después de`, escriba por " "cuántos días será válida la plantilla, o puede dejar el campo con su valor " "predeterminado de `0` para mantener su validez de manera indefinida." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:60 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 in the " ":guilabel:`Online confirmation` field." msgstr "" "Si las funciones :guilabel:`Firmar en línea` y/o :guilabel:`Pago en línea` " "están activadas en los :guilabel:`Ajustes` (:menuselection:`Ventas --> " "Configuración --> Ajustes`), estas opciones estarán disponibles en el campo" " :guilabel:`Confirmación en línea`. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:64 msgid "" "In the :guilabel:`Online confirmation` field, check the box beside " ":guilabel:`Signature` to request an online signature from the customer to " "confirm an order. Check the box beside :guilabel:`Payment` to request an " "online payment from the customer to confirm an order." msgstr "" "En el campo :guilabel:`Confirmación en línea`, seleccione la casilla junto a" " :guilabel:`Firma` para solicitar una firma electrónica del cliente para " "confirmar una orden. Seleccione la casilla junto a :guilabel:`Pago` para " "solicitar un pago en línea del cliente para confirmar una orden. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:68 msgid "" "Both options can be enabled simultaneously, in which case the customer must " "provide **both** a signature **and** a payment to confirm an order." msgstr "" "Ambas opciones se pueden activar de manera simultánea, en cuyo caso, el " "cliente debe proporcionar una firma **y** un pago para confirmar una orden." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:71 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 "" "Luego, en el campo :guilabel:`Correo electrónico de confirmación`, haga clic" " en el campo en blanco para que aparezca un menú desplegable. Desde ahí, " "seleccione una plantilla de correo electrónico ya configurada para enviarla " "a los clientes al confirmar una orden. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:76 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 "" "Para crear una nueva plantilla de correo electrónico directamente desde el " "campo :guilabel:`Correo electrónico de confirmación`, comience a escribir el" " nombre de la nueva plantilla de correo electrónico en el campo y " "seleccione: :guilabel:`Crear` o :guilabel:`Crear y editar...` del menú " "desplegable que aparece. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:80 msgid "" "Selecting :guilabel:`Create` creates the email template, which can be edited" " later. 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 "" "Al seleccionar la opción :guilabel:`Crear`, se crea la plantilla de correo " "electrónico, la cual podrá editar después. Al seleccionar :guilabel:`Crear y" " editar...` se crea la plantilla de correo electrónico y aparece una ventana" " emergente para :guilabel:`Crear un correo electrónico de confirmación`, en " "donde podrá personalizar y configurar la plantilla de correo de manera " "inmediata. " #: ../../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 "" "Ventana emergente para crear un correo electrónico de confirmación desde la " "plantilla de la cotización en Ventas de Odoo." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:89 msgid "" "When all modifications are complete, click :guilabel:`Save \\& Close` to " "save the email template and return to the quotation form." msgstr "" "Cuando estén completas todas las modificaciones, haga clic en " ":guilabel:`Guardar y cerrar` para guardar la plantilla de correo electrónico" " y regresar la formulario de la cotización. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:92 msgid "" "If working in a multi-company environment, use the :guilabel:`Company` field" " to designate to which company this quotation template applies." msgstr "" "Si trabaja en un ambiente multiempresa, utilice el campo :guilabel:`Empresa`" " para asignar la empresa a la cual aplicará está plantilla de cotización. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:95 msgid "" "In the :guilabel:`Recurrence` field, choose from a variety of pre-configured" " amounts of time (e.g. :guilabel:`Monthly`, :guilabel:`Quarterly`) to " "designate how often this quotation template should occur." msgstr "" "En el campo :guilabel:`Recurrencia`, podrá elegir de una variedad de " "cantidades de tiempo ya configuradas (por ejemplo, :guilabel:`Mensual`, " ":guilabel:`Trimestral`) para asignar qué tan seguido debe ocurrir esa " "plantilla de cotización. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:100 msgid "" "The :guilabel:`Recurrence` field **only** applies to subscription plans. For" " more information, check out the documentation on " ":doc:`../../subscriptions/plans`." msgstr "" "El campo :guilabel:`Recurrenncia` **solo** aplica a los planes de " "suscripción. Para obtener más información, consulte la documentación en " ":doc:`../../subscriptions/plans`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:104 msgid "Lines tab" msgstr "Pestaña de líneas" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:106 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 "" "En la pestaña :guilabel:`Líneas`, puede agregar los productos a la plantilla" " de cotización al hacer clic en :guilabel:`Agregar un producto`, " "organizarlos al hacer clic en `Agregar sección` (y puede arrastrar/soltar " "los encabezados de las secciones), y puede agregar mas información " "discrecional (como detalles de garantía, términos, etc.) al hacer clic en " ":guilabel:`Agregar una nota`. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Populated lines tab on a quotation template form in Odoo Sales." msgstr "" "Pestaña de líneas completa en un formulario de plantilla de cotización en " "Ventas de Odoo." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:115 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 "" "Para añadir productos opcionales a la cotización, haga clic en " ":guilabel:`Agregar un producto` en la pestaña :guilabel:`Líneas` en un " "formulario de una plantilla de cotización. Al hacerlo, aparecerá un campo en" " blanco en la columna :guilabel:`Producto`. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:118 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 "" "Si hace clic ahí, aparecerá un menú desplegable con todos los productos " "disponibles en la base de datos. Seleccione los productos que desee desde " "ese menú para agregarlos a la plantilla de cotización. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:122 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 "" "Si el producto que desea no está visible, escriba el nombre del producto en " "el campo :guilabel:`Producto` y la opción aparecerá en la lista " "desplegable. También puede encontrar los productos si hace clic en " ":guilabel:`Buscar más...` en el menú desplegable." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:127 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 "" "Al agregar un producto, la :guilabel:`cantidad` predeterminada es `1`, pero " "puede editarlo cuando quiera. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:130 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 "" "Luego, arrastre y suelte el producto a dónde desee mediante el icono de " ":guilabel:`seis cuadros` que se ubica del lado izquierdo de cada línea de " "artículo. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:133 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 "" "Para agregar una *sección*, que funcione como un encabezado para organizar " "las líneas de la orden de ventas, haga clic en :guilabel:`Agregar sección` " "en la pestaña :guilabel:`Líneas`. Al hacerlo, aparecerá un campo en blanco, " "en donde podrá escribir el nombre que quiera para la sección. Luego, haga " "clic en otra parte para asegurar el nombre de la sección." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:138 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 "" "Luego, arrastre y suelte el producto a dónde desee mediante el icono de " ":guilabel:`seis cuadros` que se ubica del lado izquierdo de cada línea de " "artículo. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:141 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 "" "Para agregar una nota, la cual aparecerá como un texto en la cotización del " "cliente, haga clic en :guilabel:`Agregar una nota` en la pestaña " ":guilabel:`Líneas`. Al hacerlo, aparecerá un campo en blanco, en donde podrá" " escribir la nota que quiera. Luego, haga clic en otra parte para asegurar " "la nota. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:145 msgid "" "Then, drag-and-drop the note to the desired position, via the :guilabel:`six" " squares` icon." msgstr "" "Luego, arrastre y suelte la nota al lugar que quiera mediante el icono " ":guilabel:`seis cuadros`. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:147 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 "" "Para eliminar cualquier línea de artículo desde la pestaña " ":guilabel:`Líneas` (producto, sección, y/o nota), haga clic en el icono " ":guilabel:`🗑️ (papelera)` que se ubica del lado derecho de la línea." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:151 msgid "Optional Products tab" msgstr "Pestaña de productos opcionales" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:153 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 "" "Usar *productos opcionales* es una estrategia de marketing que implica la " "venta cruzada de productos junto con un producto principal. El objetivo es " "ofrecer productos útiles y relacionados a los clientes, lo que puede " "resultar en un aumento de ventas. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:161 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 "" "Los productos opcionales aparecen como una sección al final de las órdenes " "de ventas y de las página de comercio electrónico. Los clientes pueden " "agregarlos ellos mismos de manera inmediata a sus órdenes de ventas en " "línea." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Optional products appearing on a typical sales order with Odoo Sales." msgstr "" "Los productos opcionales en una orden de ventas típica en Ventas de Odoo." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:168 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 "" "En la pestaña :guilabel:`Productos opcionales`, puede :guilabel:`Agregar una" " línea` para cada producto de venta cruzada relacionado a los artículos " "principales en la pestaña :guilabel:`Líneas`, si aplica. Lo ideal es que los" " productos que se agregan aquí sean un complemento de la oferta original " "como un valor agregado para el comprador potencial. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Populated optional products tab on a quotation template in Odoo Sales." msgstr "" "Pestaña de productos opcionales completada en una plantilla de cotización en" " Ventas de Odoo." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:176 msgid "" "Clicking :guilabel:`Add a line` reveals a blank field in the " ":guilabel:`Product` column." msgstr "" "Al hacer clic en :guilabel:`Agregar una línea` muestra un campo en blanco en" " la columna :guilabel:`Producto`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:185 msgid "Optional products are **not** required to create a quotation template." msgstr "" "Los productos opcionales **no** son obligatorios para crear una plantilla de" " cotización" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:188 msgid "Terms \\& Conditions tab" msgstr "Pestaña de términos y condiciones" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:190 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 "" "La pestaña :guilabel:`Términos y condiciones` le da la oportunidad para " "agregar términos y condiciones a la plantilla de la cotización. Para " "agregarlos, solo debe escribir (o copiar y pegar) los términos y condiciones" " deseadas en esta pestaña. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Terms and conditions tab in a quotation template form in Odoo Sales." msgstr "" "La pestaña de términos y condiciones en un formulario de la plantilla de una" " cotización en Ventas de Odoo," #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:199 msgid ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" msgstr ":doc:`../../../finance/accounting/customer_invoices/terms_conditions`" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:202 msgid "" "Terms and conditions are **not** required to create a quotation template." msgstr "" "Los términos y condiciones **no** son obligatorios para crear una plantilla " "de cotización. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:205 msgid "Design quotation templates" msgstr "Diseñar plantillas de cotización" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:207 msgid "" "In the upper-left corner of the quotation template form, there's a " ":guilabel:`Design Template` button." msgstr "" "En la esquina superior izquierda del formulario de la plantilla de una " "cotización, hay un botón para :guilabel:`diseñar una plantilla`. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Design template button in the upper-left corner of quotation template form." msgstr "" "Botón para diseñar una plantilla en la esquina superior izquierda del " "formulario de la plantilla de una cotización." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:214 msgid "" "When clicked, Odoo reveals a preview of the quotation template, through the " "Odoo *Website* application, as it will appear on the front-end of the " "website to the customer." msgstr "" "Al hacer clic sobre él, Odoo mostrará una vista previa de la plantilla de la" " cotización a través de la aplicación *Sitio Web* de Odoo, y aparecerá en el" " frontend del sitio web del cliente. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:218 msgid "" "This feature is **only** available if the *Website* application is " "installed." msgstr "" "Esta función **solo** estará disponible si tiene instalada la aplicación " "*Sitio web*." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:220 msgid "" "Odoo uses numerous blue placeholder blocks to signify where certain elements" " appear, and what they contain (e.g. :guilabel:`Template Header`, " ":guilabel:`Product`)." msgstr "" "Odoo utiliza varios bloques de marcador de posición azules para resaltar " "dónde aparecen ciertos elementos y lo que contienen (por ejemplo, " ":guilabel:`encabezado de la plantilla`, :guilabel:`producto`). " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:223 msgid "" "To edit the content, appearance, and overall design of the quotation " "template via the *Website* application, click the :guilabel:`Edit` button in" " the upper-right corner." msgstr "" "Para editar el contenido, la apariencia y el diseño general de la plantilla " "de la cotización a través de la aplicación *Sitio web*, haga clic en el " "botón :guilabel:`Editar` que se ubica en la esquina superior derecha. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "" "Design template edit button in the upper-right corner of quotation template " "design." msgstr "" "Botón para diseñar una plantilla en la esquina superior derecha en el diseño" " de la plantilla de una cotización. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:230 msgid "" "When :guilabel:`Edit` is clicked, Odoo reveals a sidebar filled with a " "variety of design elements and feature-rich building blocks. These building " "blocks can be dragged-and-dropped anywhere on the quotation template design." msgstr "" "Cuando hace clic en :guilabel:`Editar`, Odoo mostrará una barra lateral " "llena de varios elementos de diseño y bloques de construcción. Puede " "arrastrar y soltar estos bloques en el lugar que desee del diseño de la " "plantilla de una cotización. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Design quotation template building blocks sidebar in Odoo Website." msgstr "" "Barra lateral con bloques de diseño para el diseño de la plantilla de una " "cotización en Sitio web de Odoo." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:238 msgid "" "After a block has been dropped in the desired position, it can be customized" " and configured to fit any unique need, look, or style." msgstr "" "Después de soltar un bloque en la posición que desee, lo puede personalizar " "y configurar para que se ajuste a cualquier necesidad, diseño o estilo " "único." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:242 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 "" "El diseño de las plantillas de cotización usa la misma metodología y " "funcionalidad con los bloques de creación que una página web típica de " "*Sitio web* de Odoo. Para obtener más información, asegúrese de consultar la" " documentación sobre :doc:`../../../websites/website`." #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:246 msgid "" "When all blocks and customizations are complete, click the :guilabel:`Save` " "button to put those configurations into place." msgstr "" "Cuando la personalización y los bloques estén completos, haga clic en " ":guilabel:`Guardar` para aplicar todos los cambios. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:249 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 template form in the back-end of the *Sales* " "application." msgstr "" "También aparecerá un panel azul en la parte superior del diseño de la " "plantilla de cotización con un enlace para regresar rápidamente al " ":guilabel:`modo editar`. Al hacer clic sobre él, Odoo regresa al formulario " "de la plantilla de cotización en el backend de la aplicación *Ventas*. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:254 msgid "Use quotation templates" msgstr "Usar plantillas de cotización" #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:256 msgid "" "When creating a quotation (:menuselection:`Sales app --> New`), choose a " "pre-configured template in the :guilabel:`Quotation Template` field." msgstr "" "Al crear una cotización (:menuselection:`Aplicación Ventas --> Crear`), " "seleccione una plantilla preconfigurada en el menú desplegable del campo " ":guilabel:`Plantilla de cotización`. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Quotation templates field on a standard quotation form in Odoo Sales." msgstr "" "El campo de vencimiento en una cotización estándar en Ventas de Odoo. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst:263 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 "" "Para ver lo que el cliente verá, haga clic en el botón inteligente de " ":guilabel:`Vista previa` que se ubica en la parte superior de la página para" " ver el aspecto que tendría la cotización desde el frontend del sitio web " "mediante el portal del cliente de Odoo. " #: ../../content/applications/sales/sales/send_quotations/quote_template.rst-1 msgid "Customer preview of a quotation template in Odoo Sales." msgstr "" "VIsta previa del cliente de una plantilla de cotización en Ventas de Odoo." #: ../../content/applications/sales/subscriptions.rst:5 msgid "Subscriptions" msgstr "Suscripciones" #: ../../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 "" "La aplicación *Suscripciones* se usa para manejar negocios recurrentes: " ":ref:`vender nuevos contratos `, :doc:`hacer " "ventas adicionales a los clientes " "`, controlar el churn, y " ":doc:`generar reportes ` en los " ":abbr:`KPIs (Indicadores clave de rendimiento)`: :abbr:`MRR (Ingresos " "recurrentes mensuales)`, :abbr:`ARR (Ingresos recurrentes anuales)`, " "retención, churn, etc." #: ../../content/applications/sales/subscriptions.rst:15 msgid "" "`Odoo Tutorials: Subscriptions " "`_" msgstr "" "`Tutoriales de Odoo: Suscripciones " "`_" #: ../../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 "Cotizaciones de suscripciones" #: ../../content/applications/sales/subscriptions.rst:31 msgid "Sales orders with a defined recurrence become subscriptions." msgstr "" "Las ordenes de venta con una recurrencia definida se vuelven suscripciones. " #: ../../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 "" "Para crear una nueva suscripción, haga clic en :guilabel:`Nueva` en la " "aplicación *Suscripciones* o :doc:`Ventas ` app. Puede:" #: ../../content/applications/sales/subscriptions.rst:36 msgid "" "Select a :doc:`subscription plan ` " "to prefill the quotation instantly, or" msgstr "" "Seleccionar un :doc:`plan de suscripción " "` para pre-llenar la cotización de " "manera instantánea, o " #: ../../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 "" "Llenar la cotización normalemente, asegurándose de seleccionar una " "recurrencia y una fecha de finalización, si es necesario, y de agregar " ":doc:`productos recurrentes `." #: ../../content/applications/sales/subscriptions.rst:42 msgid "" "You can define different invoice and delivery addresses by enabling the " ":doc:`Customer Addresses " "` " "feature." msgstr "" "Puede definir diferentes direcciones de facturación y envío al activar la " "función :doc:`Direcciones de clientes " "` ." #: ../../content/applications/sales/subscriptions.rst:48 msgid "Confirmation" msgstr "Confirmación" #: ../../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 "" "Envie la cotización al cliente para que la confirme haciendo clic en " ":guilabel:`Enviar por correo`, o confírmela inmediatamente haciendo clic en " ":guilabel:`Confirmar`." #: ../../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 "" "Haga clic en :guilabel:`Vista del cliente` para previsualizar el portal del " "cliente, donde podrá ver la cotización, firmar, pagar y comunicarselo a " "usetd. " #: ../../content/applications/sales/subscriptions.rst:60 msgid "Automatic payments" msgstr "Pagos automáticos " #: ../../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 "" "Puede solicitar al cliente que establezca un método de pago automático y " "realice un prepago la primera vez de la suscripción antes de confirmar su " "cotización. Para hacerlo, vaya a la pestaña :guilabel:`Más información` de " "la cotización y seleccione la opción :guilabel:`Pago` en el campo " ":guilabel:`Confirmación en línea`." #: ../../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 "" "Si deja sin seleccionar el :guilabel:`pago`, el cliente no tiene que " "realizar un prepago para comenzar la suscripción. Esto significa que el pago" " no es automático y que el cliente debe pagar cada factura manualmente. " #: ../../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 "" "Si la confirmación en línea requiere un prepago, su cliente puede " "seleccionar solo los :ref:`proveedores de pago " "` que tienen activada la " ":ref:`función de tokenización `. " "Esto asegura que se le haga el cargo automático al cliente cada nuevo " "periodo." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:3 msgid "Automatic alerts" msgstr "Alertas automáticas " #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:5 msgid "" "Now that your subscriptions are up and running, you want to stay up-to-date " "with your customers. Some automation would be appreciated since you would " "not want to go through the list of all your subscribers to check how things " "are going. This is what the *Automatic Alerts* feature is for." msgstr "" "Ahora que ya tiene suscripciones funcionando, es conveniente que esté al día" " con sus clientes. Sería bueno contar con algo de automatización para que " "evite tener que ir revisando suscripción por suscripción para ver su estado." " Para esto es la función de *Alertas automáticas*." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:9 msgid "" "For example, when customers subscribe to your magazine, you would probably " "want to send them an email to welcome them and express your gratitude. Or, " "if the satisfaction rate of your customers drops below 50%, you would " "probably want to schedule a call with them to understand the reasons for " "their dissatisfaction." msgstr "" "Por ejemplo, cuando los clientes se suscriben a su revista, probablemente " "quiera enviarles un correo electrónico para darles la bienvenida y expresar " "su gratitud. O, si la tasa de satisfacción se encuentra por debajo del 50%, " "querrá agendar una llamada para saber cuál fue la razón de su valoración." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:14 msgid "" "With **Odoo Subscriptions**, you can set automatic emails, create a \"Call\"" " task for one of your salespeople so that he/she can try to understand your " "customer's dissatisfaction, and finally, why not automatically send " "satisfaction surveys so customers can evaluate your services? All of that is" " now possible." msgstr "" "Gracias a la aplicación **Suscripción de Odoo**, puede establecer correos " "electrónicos automáticos, crear una tarea de \"llamada\" para que alguno de " "sus vendedores sepa por qué el cliente no está satisfecho, y, por último, " "¿por qué no enviar una encuesta de satisfacción para que sus clientes puedan" " evaluar sus servicios? Todo eso es posible." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:20 msgid "Create a new automatic alert" msgstr "Crear una nueva alerta automática" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:22 msgid "" "The following example shows how to create a new automatic alert to send " "satisfaction surveys to your customers, by email, after one month of " "subscription. To do so, go to :menuselection:`Subscriptions --> " "Configuration --> Alerts`, and create a new alert." msgstr "" "El siguiente ejemplo muestra cómo crear una alerta automática para enviar " "encuestas de satisfacción a sus clientes, por correo electrónico, una vez " "que cumplan un mes suscritos. Para hacerlo, vaya a " ":menuselection:`Suscripciones --> Configuración --> Alertas` y cree una " "nueva." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "New automatic alert in Odoo Subscriptions" msgstr "Nueva alerta automática en la aplicación Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:30 msgid "" "On the *Apply on* section, first give the alert a name. Then, you can choose" " to apply this alert on a subscription template, on a specific customer, or " "even on a specific product. If you want to add more specifications, you can " "also specify the value of your MRR, the change rate of your MRR over a " "certain period of time, the value of the satisfaction rate, and even the " "stage to which you want to apply this alert." msgstr "" "En la sección de *Aplicar a*, póngale nombre a su alerta. Después puede " "elegir si desea aplicar la alerta a una plantilla de suscripción, a un " "cliente o a un producto en específico. Si desea añadir más especificaciones," " también puede especificar el valor de su MRR, el cambio de su MRR en cierto" " periodo de tiempo, el valor de su tasa de satisfacción e incluso la etapa " "en la que quiera aplicar esta alerta." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:37 msgid "" "In this example, the alert is applied to a specific product, and the stage " "goes from *Undefined* to *In Progress*." msgstr "" "En este ejemplo, se aplicó esta alerta a un producto en específico y la " "etapa cambia de *Sin definir* a *En progreso*." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:40 msgid "" "For the *Action* section, specify the *Action* and the *Trigger on*. If the " "*Trigger on* is set to *Modification*, the action is triggered every time " "there is a change or anything added to the subscription, and all the " "conditions on the *Apply on* section are met. Now, if the *Trigger on* is " "set to *Timed condition*, it means that the action is triggered based on the" " type of *Trigger date*. After that, you can choose your *Action*. You have " "the choice between *Create next activity*, *Set a tag on the subscription*, " "*Set a stage on the subscription*, *Mark as To Renew*, *Send an email to the" " customer* and *Send an SMS Text Message to the customer*." msgstr "" "En la sección de *Acción*, especifique la *Acción* y *Activar en*. Si " "establece *Activar en* en *Modificación*, la acción se activará cada que " "haya un cambio en la suscripción y se cumplan todas las condiciones de la " "sección *Aplicar en*. En cambio, si establece *Activar en* en *Condición de " "tiempo*, la acción se activará en función del tipo de *Fecha de activación*." " Después puede escoger su *Acción*. Cuenta con las opciones *Crear siguiente" " actividad*, *Establecer una etiqueta en la suscripción*, *Establecer una " "etapa para la suscripción*, *Marcar como 'A renovar'*, *Enviar un correo " "electrónico al cliente* y *Enviar un mensaje de texto SMS al cliente*." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:50 msgid "" "In the example above, the *Trigger on* is set to *Timed condition*, " "therefore, a *Trigger date* and *Delay after trigger* need to be specified. " "And because the *Send an email to the customer* action was adopted, an " "*Email template* can be chosen." msgstr "" "En el ejemplo anterior, se estableció *Activar en* en *Condición de tiempo*," " por lo tanto, se deben especificar la *Fecha de activación* y *Retraso " "después de la activación*. Y como se aplicó la acción de *Enviar un correo " "electrónico al cliente*, debe elegir una *Plantilla de correo electrónico*." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:54 msgid "" "As a result, this alert will send a rating survey after one month, to the " "customers who have purchased that specific product. The survey will appear " "in the chatter of your respective subscription." msgstr "" "Como resultado, esta alerta enviará una encuesta de satisfacción después de " "un mes a los clientes que hayan comprado este producto en específico. La " "encuesta aparecerá en el chatter de su respectiva suscripción." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "Satisfaction survey in Odoo Subscriptions" msgstr "Encuesta de satisfacción en la aplicación Suscripciones de Odoo " #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:63 msgid "Modify an existing automatic alert" msgstr "Modificar una alerta automática existente" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:65 msgid "" "By default, Odoo suggests you an automatic alert called *Take action on less" " satisfied clients*." msgstr "" "De manera predeterminada, Odoo sugiere una alerta automática llamada " "*Contactar a los clientes menos satisfechos*." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst-1 msgid "Modify an existing automatic alert in Odoo Subscriptions" msgstr "Modificar una alerta automática en Suscripciones de Odoo " #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:71 msgid "" "This alert is applied to the *Rating Satisfaction* of your customers, and " "the action is triggered on *Timed condition*. If their satisfaction rate is " "lower than 50%, a salesperson contacts the customer. This action is " "automatically assigned to the salesperson who manages the subscription, and " "the due date is 5 days after the triggering of this action. This alert " "ensures that your clients are happy and that you are taking actions if they " "are not. It helps to keep your customer retention rates very high." msgstr "" "Esta alerta se aplica en la *Valoración de satisfacción* de sus clientes y " "se activa por *Condición de tiempo*. Si su tasa de satisfacción está por " "debajo del 50%, un vendedor contactará al cliente. Esta acción se le asigna " "automáticamente al vendedor que maneja la suscripción y la fecha límite es 5" " días después de haber activado la acción. Esta alerta asegura que sus " "clientes estén contentos y que usted tome acciones si no lo están. Ayuda a " "mantener la tasa retención de clientes muy alta." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:79 msgid "" "By editing the alert, you can modify the *Apply on*, the *Action* and " "*Activity* sections, and adapt them to your own needs." msgstr "" "Al editar la alerta, puede modificar las secciones *Aplicar en*, *Acción* y " "*Actividad* para adaptarlas a su gusto." #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:83 #: ../../content/applications/sales/subscriptions/closing.rst:105 #: ../../content/applications/sales/subscriptions/renewals.rst:80 #: ../../content/applications/sales/subscriptions/reports.rst:120 #: ../../content/applications/sales/subscriptions/upselling.rst:83 msgid ":doc:`../subscriptions`" msgstr ":doc:`../subscriptions`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:84 #: ../../content/applications/sales/subscriptions/closing.rst:106 #: ../../content/applications/sales/subscriptions/renewals.rst:81 #: ../../content/applications/sales/subscriptions/reports.rst:121 #: ../../content/applications/sales/subscriptions/upselling.rst:84 msgid ":doc:`plans`" msgstr ":doc:`plans`" #: ../../content/applications/sales/subscriptions/automatic_alerts.rst:85 #: ../../content/applications/sales/subscriptions/closing.rst:107 #: ../../content/applications/sales/subscriptions/renewals.rst:82 #: ../../content/applications/sales/subscriptions/reports.rst:122 #: ../../content/applications/sales/subscriptions/upselling.rst:85 msgid ":doc:`products`" msgstr ":doc:`products`" #: ../../content/applications/sales/subscriptions/closing.rst:3 msgid "Close a subscription" msgstr "Cancelar una suscripción" #: ../../content/applications/sales/subscriptions/closing.rst:5 msgid "" "Losing a customer is always difficult, especially if you put a lot of effort" " into getting them to sign up for your products/services. However, many " "companies come up with dubious methods to reduce the probability of this " "happening." msgstr "" "Perder un cliente siempre es difícil, en especial si suele poner mucho " "esfuerzo en hacer que se registren a sus productos/servicios. Sin embargo, " "muchas empresas usan métodos cuestionables para reducir la probabilidad de " "que esto pase." #: ../../content/applications/sales/subscriptions/closing.rst:14 msgid "" "If you adopt such methods, you are among companies that actively and " "indirectly spread the phobia of subscriptions, who do not think about how " "negatively dissatisfied customers could impact their business and, who " "frustrate the customers in a way or another. However, at some point, it is " "understandable that you do not want your customers to be involved in your " "subscription status." msgstr "" "Si adopta estos métodos, se encuentra entre las empresas que siembra miedo " "hacia las suscripciones, sin pensar en el impacto negativo que los clientes " "insatisfechos podrían tener en su negocio y que frustran a los clientes de " "una u otra manera. Sin embargo, en un momento dado, es comprensible que no " "quiera que sus clientes participen en su estado de suscripción." #: ../../content/applications/sales/subscriptions/closing.rst:19 msgid "" "If you do not adopt such methods, you are among companies that continue to " "evolve in a long-term subscription business model, especially in an era of " "ultra-fast communications between dissatisfied customers, and who retain " "their customers by making it easier for them to leave if they want to. By " "giving them the opportunity to close their own subscriptions, your customers" " do not feel trapped because they subscribed to your products/services." msgstr "" "Si no adopta estos métodos, se encuentra entre las empresas que siguen " "evolucionando en un modelo de negocio de suscripción a largo plazo, " "especialmente en una era de comunicación ultrarrápida entre clientes " "insatisfechos y los que conservan a sus clientes facilitándoles la salida si" " lo desean. Al darles la oportunidad de cancelar sus propias suscripciones, " "sus clientes no se sienten atrapados por haberse suscrito a sus " "productos/servicios." #: ../../content/applications/sales/subscriptions/closing.rst:25 msgid "" "In summary, the **Odoo Subscriptions** application gives you the " "**possibility to choose what you want to apply**. Indeed, you can decide " "whether to give your customers the option to close their subscriptions " "whenever they want to or to restrict this possibility. It depends on you and" " we will show you how to do that in our amazing application." msgstr "" "En resumen, la aplicación *Suscripción de Odoo* le da la **oportunidad de " "escoger lo que quiera aplicar**. De hecho, usted puede decidir si dar a sus " "clientes la opción de cancelar sus suscripciones cuando quieran o restringir" " esta posibilidad. La decisión es suya, aquí mostraremos cómo hacerlo en " "nuestra increíble aplicación." #: ../../content/applications/sales/subscriptions/closing.rst:33 msgid "" "Go to :menuselection:`Subscriptions --> Configuration --> Subscription " "templates`. From there, you can create a new *Subscription template* or " "modify an existing one. When editing your template, underneath the Invoicing" " tab, you have the possibility to activate the option *Closable by " "customer*. Once enabled, this option gives your customers the right to close" " their own subscriptions." msgstr "" "Vaya a :menuselection:`Suscripción --> Configuración --> Plantillas de " "suscripción`. Desde ahí puede crear una nueva *Plantilla de suscripción* o " "modificar una existente. Cuando edite su plantilla, tiene la posibilidad de " "activar la opción *Cancelable por el cliente* en la pestaña de facturación. " "Una vez habilitada, sus clientes podrán cancelar sus suscripciones." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "Configuration to close your subscription with Odoo Subscriptions" msgstr "Configuración para cancelar su suscripción con Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/closing.rst:43 msgid "" "Be sure to check out our documentation on how to :doc:`Use subscription " "templates ` to fully understand the importance of this feature in a " "basic flow using the **Odoo Subscriptions** application." msgstr "" "Asegúrese de consultar nuestra documentación sobre cómo :doc:`Usar " "plantillas de suscripción ` para entender por completo la importancia" " de esta función en un flujo básico utilizando la aplicación **Suscripciones" " de Odoo**. " #: ../../content/applications/sales/subscriptions/closing.rst:49 msgid "Close your first subscription" msgstr "Cancelar su primera suscripción" #: ../../content/applications/sales/subscriptions/closing.rst:52 msgid "Administrator view" msgstr "Vista de administrador" #: ../../content/applications/sales/subscriptions/closing.rst:54 msgid "" "Once confirmed, a quotation becomes a sales order and a new subscription is " "automatically created. Therefore, this subscription has the status *In " "progress*. From there, you have the possibility to close the subscription." msgstr "" "Una vez que se confirma una cotización, se vuelve una orden de venta y se " "crea automáticamente una suscripción. Por esta razón el estado de la " "suscripción es *En progreso*. Después tendrá la opción de cancelarla." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close your subscription from an administration point of view with Odoo " "Subscriptions" msgstr "" "Cancele su suscripción desde el punto de vista administrativo con " "Suscripciones de Odoo " #: ../../content/applications/sales/subscriptions/closing.rst:62 msgid "" "By using the smart button *Close*, you have to enter a close reason. For " "example, \"Subscription too expensive\", \"Subscription does not meet my " "requirements\", \"Subscription reached its end date\", etc. Immediately " "after confirming your close reason, you can observe that the status of the " "subscription is now *Closed* and that the close reason is mentioned on the " "subscription." msgstr "" "Al utilizar el botón inteligente *Cancelar*, tiene que introducir un motivo " "de cancelación. Por ejemplo, \"La suscripción es demasiado cara\", \"La " "suscripción no cumple mis requisitos\", \"La suscripción llegó a su fecha de" " finalización\", etc. Inmediatamente después de confirmar el motivo de " "cancelación, puede observar que el estado de la suscripción cambió a " "*Cancelada* y que el motivo de cancelación se menciona en la suscripción." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "What happens when you close your subscription with Odoo Subscriptions?" msgstr "¿Qué pasa cuando cancela su suscripción con Suscripciones de Odoo? " #: ../../content/applications/sales/subscriptions/closing.rst:72 msgid "Customer view" msgstr "Vista del cliente" #: ../../content/applications/sales/subscriptions/closing.rst:74 msgid "" "As previously explained in the *Administrator view* part, from the " "subscription form, you also have the possibility to visualize what your " "customers see when managing their subscriptions thanks to the *Customer " "preview* button. In this example, the customer has the choice to close " "his/her subscription whenever he/she wants to, due to the *Close " "Subscription* button." msgstr "" "Como se explicó en la sección *Vista de administrador*, puede visualizar " "desde el formulario de suscripción lo que verán sus clientes en sus " "suscripciones haciendo clic en el botón *Vista previa del cliente*. En este " "ejemplo, el cliente tiene la opción de cancelar su suscripción cuando quiera" " hacerlo gracias al botón *Cancelar suscripción*." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "Close your subscription from a customer point of view with Odoo " "Subscriptions" msgstr "" "Cancele su suscripción desde el punto de vista del cliente con Suscripciones" " de Odoo " #: ../../content/applications/sales/subscriptions/closing.rst:83 msgid "" "By using this button, the customer can specify the reason for cancelling " "his/her subscription and he/she can even leave a message." msgstr "" "Si se usa este botón, el cliente podrá especificar la razón por la cual " "canceló su suscripción e incluso podrá dejar un mensaje." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "What happens when customers close their subscription with Odoo " "Subscriptions?" msgstr "" "¿Qué pasa cuando los clientes cancelan su suscripción con Suscripciones de " "Odoo? " #: ../../content/applications/sales/subscriptions/closing.rst:90 msgid "" "By confirming the cancellation, the customer is redirected to his/her " "portal. The administrator is informed of this modification. Indeed, the " "status of the subscription becomes *Closed* and a note appears in the " "chatter with the new stage, the end date, the close reason, and the closing " "text added by the customer." msgstr "" "Al confirmar la cancelación, se redirecciona al cliente a su portal y se " "informa al administrador de esta modificación. Efectivamente, el estado de " "la suscripción cambió a *Cancelada* y aparece una nota en el chatter con la " "nueva etapa, la fecha de finalización, el motivo de cancelación y el texto " "de cancelación del cliente." #: ../../content/applications/sales/subscriptions/closing.rst-1 msgid "" "What happens when customers close their subscription in Odoo Subscriptions?" msgstr "" "¿Qué pasa cuando los clientes cancelan su suscripción en Suscripciones de " "Odoo? " #: ../../content/applications/sales/subscriptions/closing.rst:100 msgid "" "Before closing a subscription, check out our documentation on how to " ":doc:`Create a quotation using subscription products <../subscriptions>` to " "understand how subscriptions are managed in the **Odoo Subscriptions** " "application." msgstr "" "Antes de cancelar una suscripción, revise nuestra documentación sobre cómo " ":doc:`Crear una cotización usando productos de la suscripción " "<../subscriptions>` para entender cómo se gestionan las suscripciones en la " "aplicación **Suscripciones de Odoo**." #: ../../content/applications/sales/subscriptions/ecommerce.rst:3 msgid "Use subscriptions in the eCommerce shop" msgstr "Use las suscripciones en la tienda de su comercio electrónico " #: ../../content/applications/sales/subscriptions/ecommerce.rst:5 msgid "" "Subscription products can be sold in the Odoo *eCommerce* shop just like " "regular sales products." msgstr "" "Los productos de suscripciones se pueden vender en la tienda del *comercio " "electrónico* de Odoo como un producto normal. " #: ../../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 "" "Sin embargo, la página del producto en el comercio electrónico, solo " "muestra, de manera predeterminada, el periodo recurrente más corto que " "aparece en la pestaña :guilabel:`Precio basado en el tiempo` en el " "formulario del producto. Por ejemplo, si un producto de suscripción tiene " "periodos recurrentes configurados en *mensuales* y *anuales*, entonces solo " "aparecerá el precio mensual en la página del comercio electrónico para ese " "producto de manera predeterminada. " #: ../../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 "" "Para agregar más periodos recurrentes en la página del producto del comercio" " electrónico, cree una *variante de producto* para cada periodo recurrente. " #: ../../content/applications/sales/subscriptions/ecommerce.rst:16 msgid "" ":doc:`Configure subscription products " "`" msgstr "" ":doc:`Configure productos de suscripción " "`" #: ../../content/applications/sales/subscriptions/ecommerce.rst:17 msgid "" ":doc:`Product variants " "`" msgstr "" ":doc:`Variantes de producto " "`" #: ../../content/applications/sales/subscriptions/ecommerce.rst:20 msgid "Create recurrence periods as product variants" msgstr "Cree periodos recurrentes como variantes de producto " #: ../../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 "" "Para establecer cada periodo recurrente como una variante de producto, vaya " "a :menuselection:`Suscripciones --> Suscripciones --> Productos` y " "seleccione un producto. En la pestaña :guilabel:`Atributos y Variantes`, " "haga clic :guilabel:`Agregar línea`." #: ../../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 "" "Cree un :guilabel:`atributo` llamado `Periodo de facturación` (o algo " "similar) escribiendo el nombre y haciendo clic en :guilabel:`Crear`. Este " "nombre de atributo aparece como la opción principal en la página del " "producto en la tienda del comercio electrónico. " #: ../../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 "" "Luego, cree un :guilabel:`valor` que corresponda a los periodos recurrentes " "que están configurados en la pestaña :guilabel:`Precio basado en el tiempo` " "del formulario del producto. Escriba el nombre del periodo recurrente, luego" " haga clic en :guilabel:`Crear`. Estos nombres de valor aparecen como " "opciones elegibles en la página del producto de la tienda del comercio " "elecrónico. " #: ../../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 "" "Periodos recurrentes configurados como variantes de producto en la pestaña \"Atributos y Variantes\" del\n" "formulario del producto." #: ../../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 "" "Haha clic en el icono de :guilabel:`☁️ (nube)` en la parte superior de la " "página para guardar manualmente. Después de guardar, aparecerá una columna " "de :guilabel:`Variantes de Producto` en la pestaña :guilabel:`Precio basado " "en tiempo`. Asigne las variantes del producto a sus periodos recurrentes y " "precios correspondientes. " #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "Product variants on the \"Time-based pricing\" tab of the product form." msgstr "" "Las variantes de producto en la pestaña *Precio basado en tiempo* del " "formulario del producto. " #: ../../content/applications/sales/subscriptions/ecommerce.rst:48 msgid "" "The product variants are now available for selection on the eCommerce " "product page." msgstr "" "Las variantes de producto ahora están disponibles para elegir en la página " "del producto en el comercio electrónico. " #: ../../content/applications/sales/subscriptions/ecommerce.rst-1 msgid "" "Recurrence periods configured as product variants on the eCommerce product " "page." msgstr "" "Periodos recurrentes configurados como variantes de producto en la página " "del producto del comercio electrónico. " #: ../../content/applications/sales/subscriptions/plans.rst:3 msgid "Subscription plans" msgstr "Planes de suscripción " #: ../../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 "" "Los *Planes de suscripción* son :doc:`plantillas de cotización " "` que se usan para" " pre-configurar cotizaciones con los productos de suscripción. Use los " "planes de suscripción para crear rápidamente órdenes de suscripción. " #: ../../content/applications/sales/subscriptions/plans.rst:10 msgid "Configure subscription plans" msgstr "Configure planes de suscripción " #: ../../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 "" "Para configurar planes de suscripción, vaya a :menuselection:`Suscripciones " "--> Configuración --> Planes`. Luego, haga clic en :guilabel:`Nuevo` para " "crear un nuevo plan o seleccionar uno ya existente para editarlo. " #: ../../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 "" "Puesto que la aplicación *Suscripciones* de Odoo está estrechamente " "integrada con la aplicación *Ventas*, los planes de suscripción usan el " "mismo formulario como plantillas de cotización. " #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan (quotation template) configuration form." msgstr "" "Configuración del formulario del plan de suscripción (plantilla de " "cotización) " #: ../../content/applications/sales/subscriptions/plans.rst:22 msgid "The subscription plan form contains the following options:" msgstr "" "El formulario del plan de suscripción incluye las siguientes opciones: " #: ../../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:`Nombre`: introduzca un nombre para el plan de suscripción en la " "aparte superior de la página. " #: ../../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:`La cotización vence después de`: introduzca el número de días " "después de los cuales la cotización vence, comenzando desde el día en que " "envía la cotización al cliente. Deje este campo en cero para que la " "cotización no tenga fecha de vencimiento." #: ../../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:`Confirmación en línea`: seleccione las casillas junto a " ":guilabel:`Firma` o :guilabel:`Pago` para permitir que el cliente confirme " "su orden de suscripción al firmar o pagar la cotización. Active ambos campos" " para que el cliente pueda escoger una opción. Deje ambos en blanco para " "confirmar la cotización solo desde el backend. " #: ../../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:`Correo de confirmación`: seleccione una :doc:`plantilla de correo" " electrónico` para" " que el correo de confirmación se envíe automáticamente al cliente después " "de confirmar la cotización. Deje este campo en blanco para no enviar nada." " " #: ../../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 "" "Para crear una nueva plantilla de correo electrónico, introduzca un nombre " "para la plantilla, luego haga clic :guilabel:`Crear y editar`." #: ../../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 "" "Para editar una plantilla de correo que ya existe, seleccione una del menú " "desplegable, luego haga clic en la flecha del :guilabel:`enlace interno` al " "final de la línea. " #: ../../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:`Recurrencia`: seleccione el periodo recurrente que usará el plan." " Los periodos recurrentes que están disponibles aquí son los mismos que " "están configurados en :menuselection:`Suscripciones --> Configuración --> " "Periodos Recurrentes`." #: ../../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 "" "Seleccionar una :guilabel:`recurrencia` convierte la plantilla de cotización" " en un plan de suscripción y activa las siguientes opciones adicionales: " #: ../../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:`Duración`: elija si el plan de suscripción no tiene fecha de " "finalización (:guilabel:`para siempre`) o una duración :guilabel:`fija`. " #: ../../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 "" "Si establece la duración como :guilabel:`para siempre`, entonces el plan de " "suscripción se renovará hasta que el cliente o la empresa finalicen " "manualmente la suscripción. " #: ../../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 "" "Si establece la duración como :guilabel:`fija`, entonces introduzca una " "fecha de :guilabel:`terminar después de` , lo que determina la cantidad de " "tiempo tras la cual la suscripción terminará automáticamente. " #: ../../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:`Autocancelable`: seleccione esta casilla para permitir que el " "cliente cancele su suscripción desde el :doc:`portal de cliente " "`." #: ../../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:`Cancelación automática`: introduzca el número de días tras los " "cuales las suscripciones *pendientes de pago* que *pasaron* la fecha límite " "de pago se cancelan automáticamente. " #: ../../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:`Diario contable`: seleccione el diario contable en el cual se " "registrarán las facturas para este plan de suscripción. Deje este campo en " "blanco para usar el diario de ventas con la secuencia más baja. " #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan with Recurrence selected." msgstr "Plan de suscripción con Recurrencia seleccionada" #: ../../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 "" "En la pestaña :guilabel:`Líneas`, cree las líneas de la orden para la " "cotización. Haga clic en :guilabel:`Agregar un producto`, selecciones un " "producto para incluir el plan, y luego introduzca la :guilabel:`cantidad` y" " la :guilabel:`unidad de medida`. Agregue tantos productos como quiera a las" " líneas de la orden." #: ../../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 "" "En la pestaña :guilabel:`Productos opcionales` , introduzca cualquiera de " "los productos opcionales que el cliente pueda añadir a su cotización antes " "de confirmar la orden. " #: ../../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 "" "Si el plan de suscripción tiene :doc:`términos y condiciones " "`, " "especiales, agreguelos en la pestaña :guilabel:`Términos y Condiciones`. Si " "los términos y condiciones están especificados en un plan, se usarán estos " "en lugar de los términos y condiciones predeterminados establecidos en los " "ajustes de la aplicación *Ventas*." #: ../../content/applications/sales/subscriptions/plans.rst-1 msgid "Subscription plan Terms & Conditions tab." msgstr "Pestaña de Términos y Condiciones del plan de suscripción " #: ../../content/applications/sales/subscriptions/plans.rst:87 msgid "Use subscription plans on quotations" msgstr "Use los planes de suscripción en las cotizaciones " #: ../../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 "" "Lac cotizaciones para los productos de suscripción se pueden crear tanto en " "la aplicación *Suscripciones* como en *Ventas. " #: ../../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 "" "Desde el tablero de :guilabel:`Suscripciones`, haga clic en " ":guilabel:`Nuevo` para crear una nueva cotización. Luego, seleccione un plan" " de suscripción en el campo :guilabel:`Plan de suscripción`. " #: ../../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 "" "La :guilabel:`recurrencia`, los productos y otros campos del plan se llenan " "automáticamente. La cotización se puede modificar después si es necesario. " #: ../../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 "" "Desde el tablero de :guilabel:`Ventas` , haga clic en :guilabel:`Nuevo` para" " crear una nueva cotización. Luego, seleccione un plan de suscripción en el " "campo :guilabel:`Plantilla de cotización`." #: ../../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 "" "Todas las órdenes de suscripción aparecerán en el tablero de " ":guilabel:`Suscripciones` sin importar si se crearon en la aplicación " "*Suscripciones* or *Ventas*." #: ../../content/applications/sales/subscriptions/products.rst:3 msgid "Subscription products" msgstr "Productos de suscripción" #: ../../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 "" "Al integrar las aplicaciones *Ventas* y *Suscricpiones* de Odoo, los " "usuarios pueden vender productos de suscripción junto con productos " "normales. Mientras que los productos normales se venden una vez, los " "productos de suscripción se venden por renovación, y así se genera un " "ingreso recurrente." #: ../../content/applications/sales/subscriptions/products.rst:9 msgid "In Odoo, subscription products are also called *recurring* products." msgstr "" "En Odoo, los productos de suscripción también reciben el nombre de productos" " *recurrentes*." #: ../../content/applications/sales/subscriptions/products.rst:12 msgid "Configure recurrence periods" msgstr "Configurar periodos recurrentes " #: ../../content/applications/sales/subscriptions/products.rst:14 msgid "" "To get started with subscriptions, the *recurrence periods* must be properly" " configured, as needed." msgstr "" "Para iniciar con las suscripciones, primero asegúrese de que los *periodos " "recurrentes* estén configurados de acuerdo con sus necesidades. " #: ../../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 "" "Los periodos recurrentes son los periodos de tiempo en los que las " "suscripciones se renuevan. Designan cada cuánto el cliente debe pagar por (y" " recibir) los productos de suscripción. " #: ../../content/applications/sales/subscriptions/products.rst:19 msgid "" "To configure recurrence periods, go to :menuselection:`Subscriptions app -->" " Configuration --> Recurrence periods`." msgstr "" "Para configurar los periodos recurrentes, vaya a " ":menuselection:`Suscripciones --> Configuración --> Periodos Recurrentes`." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The recurrence periods page in Odoo Subscriptions application." msgstr "La página de periodos recurrentes en Suscripciones de Odoo." #: ../../content/applications/sales/subscriptions/products.rst:26 msgid "" "The *Subscriptions* app comes with some basic recurrence periods already " "configured:" msgstr "" "La aplicación *Suscripciones* ya tiene configurados algunos periodos de " "recurrencia básicos. " #: ../../content/applications/sales/subscriptions/products.rst:28 msgid ":guilabel:`Monthly`" msgstr ":guilabel:`Mensual`" #: ../../content/applications/sales/subscriptions/products.rst:29 msgid ":guilabel:`Quarterly`" msgstr ":guilabel:`Trimestral`" #: ../../content/applications/sales/subscriptions/products.rst:30 msgid ":guilabel:`Weekly`" msgstr ":guilabel:`Semanal`" #: ../../content/applications/sales/subscriptions/products.rst:31 msgid ":guilabel:`2 Weeks`" msgstr ":guilabel:`Cada 2 semanas`" #: ../../content/applications/sales/subscriptions/products.rst:32 msgid ":guilabel:`Yearly`" msgstr ":guilabel:`Anual`" #: ../../content/applications/sales/subscriptions/products.rst:33 msgid ":guilabel:`3 Years`" msgstr ":guilabel:`Cada 3 años`" #: ../../content/applications/sales/subscriptions/products.rst:34 msgid ":guilabel:`5 Years`" msgstr ":guilabel:`Cada 5 años`" #: ../../content/applications/sales/subscriptions/products.rst:36 msgid "New recurrence periods can be added and/or edited at any time." msgstr "" "Puede agregar nuevos periodos de recurrencia o editarlo en cualquier " "momento. " #: ../../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 "" "Para crear un nuevo periodo de recurrencia, haga clic en :guilabel:`Nuevo` " "en la página de :guilabel:`Periodos de recurrencia`, y de esta forma, se " "abrirá un formulario en blanco para un periodo de recurrencia. " #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A recurrence period form in Odoo Subscriptions application." msgstr "" "Un formulario de periodo de recurrencia en la aplicación Suscripciones de " "Odoo." #: ../../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 "" "Luego, escriba el :guilabel:`nombre` y la :guilabel:`duración` del periodo " "de recurrencia y seleccione la :guilabel:`unidad` que definirá la duración. " #: ../../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 "" "*No* podrá usar la unidad de :guilabel:`días` como un periodo de recurrencia" " en las suscripciones, pues este tipo de recurrencia está hecha para los " "alquileres y **no** se puede agregar a las órdenes de ventas de " "suscripciones recurrentes. " #: ../../content/applications/sales/subscriptions/products.rst:52 msgid "" "This limitation is there to avoid sales orders that would generate daily " "invoices." msgstr "" "Esta limitación existe para evitar que las órdenes de ventar generen " "facturas diarias. " #: ../../content/applications/sales/subscriptions/products.rst:55 msgid "Product form configuration" msgstr "Configuración del formulario de productos" #: ../../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 "" "Para crear un nuevo producto de suscripción vaya a " ":menuselection:`Suscripciones --> Productos --> Productos` y haga clic en " ":guilabel:`Nuevo`. " #: ../../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 "" "Aparecerá un formulario de producto en blanco que podrá configurar y " "personalizar de varias formas." #: ../../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 "" "El nuevo producto tendra automáticamente seleccionada la casilla de " ":guilabel:`Recurrente`, esto le permite a Odoo reconocerlo como un producto " "de suscripción. Asegúrese de dejar activadas las opciones " ":guilabel:`Recurrente` y :guilabel:`Se puede vender`. " #: ../../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 "" "El campo :guilabel:`Tipo de producto` está configurado por defecto como " ":guilabel:`Servicio`. Sin embargo, los productos de suscripción *se pueden* " "configurar a otros tipos, si así lo necesita. " #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "A basic subscription product form in Odoo Subscriptions application." msgstr "" "Un formulario de un producto de suscripción básico en Suscripciones de Odoo." #: ../../content/applications/sales/subscriptions/products.rst:75 msgid "Time-based pricing" msgstr "Precio basado en tiempo " #: ../../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 "" "Una vez que haya completado los campos que desee en la pestaña " ":guilabel:`Información general`, haga clic en la pestaña :guilabel:`Precio " "según el tiempo`." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "" "The time-based pricing tab on a subscription product form in Odoo " "Subscriptions." msgstr "" "Pestaña tiempo según el precio en un formulario de un producto de " "suscripción en Suscripciones de Odoo. " #: ../../content/applications/sales/subscriptions/products.rst:84 msgid "" "From here, click :guilabel:`Add a price` to begin defining recurring prices." msgstr "" "Desde aquí, haga clic en :guilabel:`Agregar un precio` para empezar a " "definir los precios recurrentes. " #: ../../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 "" "En la columna :guilabel:`Periodo`, seleccione el periodo de recurrencia que" " desee. Si lo requiere, puede seleccionar una lista de precios en la columna" " :guilabel:`Lista de precios`. Luego, en la columna :guilabel:`Precio`, " "escriba el precio para ese periodo recurrente. " #: ../../content/applications/sales/subscriptions/products.rst:91 msgid "" ":guilabel:`Daily` and :guilabel:`Hourly` periods **cannot** be used on " "recurring products." msgstr "" "Los periodos :guilabel:`diario` y :guilabel:`por hora` no se pueden usar en " "los productos recurrentes. " #: ../../content/applications/sales/subscriptions/products.rst:0 msgid "The validation error pop-up window that appears in Odoo Subscriptions." msgstr "" "La ventana emergente de error de validación que aparece en Suscripciones de " "Odoo," #: ../../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 "" "*No hay límite* para las líneas que puede agregar a la tabla de " ":guilabel:`precio según el tiempo` " #: ../../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 "" "Un producto existente se puede convertir a producto de suscripción si lo " "marca como :guilabel:`recurrente` y lo configura con :guilabel:`precio " "basado en tiempo` en el formulario del producto. " #: ../../content/applications/sales/subscriptions/products.rst:104 msgid "" "A subscription product can still be sold as a regular product, by adding it " "to a quotation and *not* selecting a :guilabel:`Recurrence` on the " "quotation." msgstr "" "Un producto de suscripción se puede vender como un producto normal si lo " "agrega a la cotización y *no* selecciona el campo :guilabel:`Recurrente` en " "la cotización." #: ../../content/applications/sales/subscriptions/products.rst:110 msgid "" ":doc:`Pricelists <../sales/products_prices/prices/pricing>` can be used with" " subscription products to give special pricing to customers included in " "pricelists." msgstr "" ":doc:`Listas de precio <../sales/products_prices/prices/pricing>` can be " "used with subscription products to give special pricing to customers " "included in pricelists." #: ../../content/applications/sales/subscriptions/products.rst:113 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 "" "Esto se puede configurar en la pestaña :guilabel:`Precio según el tiempo` " "en el formulario del producto, o en el formulario de la lista de precios en " "la aplicación *Ventas*. " #: ../../content/applications/sales/subscriptions/products.rst:116 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 "" "Para crear reglas de precio recurrentes para listas de precios específicas " "en la pestaña :guilabel:`Precio basado en tiempo` del formulario de " "producto, seleccione una lista de precios en la columna :guilabel:`Listas de" " precios`." #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "Pricelists in the \"Time-based pricing\" tab of the product form." msgstr "Listas de precios en la pestaña \"Precios basados en tiempo\". " #: ../../content/applications/sales/subscriptions/products.rst:123 msgid "" "When pricelists are added to the :guilabel:`Time-based pricing` tab, the " "pricelist form in the *Sales* app is automatically updated." msgstr "" "Cuando las lista de precios se agregan a la pestaña :guilabel:`Precios " "basados en tiempo`, el formulario de la lista de precios en la aplicación " "*Ventas* se actualiza automáticamente. " #: ../../content/applications/sales/subscriptions/products.rst:126 msgid "" "Time-based pricing rules can also be configured directly on the pricelist " "form." msgstr "" "Las reglas de los precios según el tiempo también se pueden configurar " "directamente en el formulario de la lista de precios." #: ../../content/applications/sales/subscriptions/products.rst:128 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 "" "Para hacerlo, vaya a :menuselection:`Ventas --> Productos --> Listas de " "precio` y seleccione una lista de precios (o haga clic en :guilabel:`Nuevo` " "para crear una nueva lista). " #: ../../content/applications/sales/subscriptions/products.rst:132 msgid "" "Pricelists are also accessible through the Odoo *Subscriptions* app by " "following the same menu steps." msgstr "" "También puede acceder a las listas de precios mediante la aplicación " "Suscripciones con los mismos del menú." #: ../../content/applications/sales/subscriptions/products.rst:135 msgid "" "Then, on the pricelist form, under the :guilabel:`Time-based rules` tab, " "click :guilabel:`Add a line`." msgstr "" "Luego, en el formulario de la lista de precios, en la pestaña " ":guilabel:`Reglas según el tiempo`, haga clic en :guilabel:`Agregar una " "línea`. " #: ../../content/applications/sales/subscriptions/products.rst-1 msgid "The time-based rules tab on a pricelist form in Odoo Sales." msgstr "" "La pestaña de reglas según el tiempo en un formulario de lista de precios en" " Ventas de Odoo." #: ../../content/applications/sales/subscriptions/products.rst:142 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 "" "Luego, seleccione un producto de suscripción en la columna " ":guilabel:`Productos` y seleccione un periodo recurrente en la columna " ":guilabel:`Periodo`. Introduzca un :guilabel:`precio` para ese producto y " "periodo particulares. Agregue tantas líneas como necesite. " #: ../../content/applications/sales/subscriptions/products.rst:146 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 "" "La pestaña :guilabel:`Precios por tiempo` del formulario del producto se " "actualiza en automático cuando agrega :guilabel:`reglas por tiempo` al " "formulario de la lista de precios." #: ../../content/applications/sales/subscriptions/products.rst:150 msgid ":doc:`ecommerce`" msgstr ":doc:`ecommerce`" #: ../../content/applications/sales/subscriptions/renewals.rst:3 msgid "Renew a subscription" msgstr "Renovar una suscripción" #: ../../content/applications/sales/subscriptions/renewals.rst:5 msgid "" "The key feature of a subscription business model is the recurring nature of " "payments. In this model, customers pay a recurring amount in exchange for " "access to a product or a service." msgstr "" "La característica principal de un modelo de negocio de suscripción son los " "pagos recurrentes. En este modelo, los clientes pagan una cantidad " "recurrente a cambio de acceder a un producto o servicio." #: ../../content/applications/sales/subscriptions/renewals.rst:14 msgid "" "Each subscriber experiences this renewal process monthly, annually, or " "sometimes more, depending on the duration of the contract. Most subscription" " companies choose to automate their renewal processes but, in some cases, " "manual subscription renewals are still the preferred option." msgstr "" "Cada suscriptor renueva su suscripción cada mes, año u otra duración, " "dependiendo de su contrato. La mayoría de las empresas de suscripción optan " "por automatizar sus procesos de renovación aunque, en algunos casos, la " "opción preferida son las renovaciones manuales." #: ../../content/applications/sales/subscriptions/renewals.rst:18 msgid "" "With **Odoo Subscriptions**, you can have all your subscriptions in one " "application, suggest an automatic subscription renewal to your customers (as" " well as a manual one) and, finally, filter all your subscriptions and " "easily find those to renew (with the help of the tag *To renew*)." msgstr "" "Gracias a la aplicación **Suscripción de Odoo**, puede tener todas sus " "suscripciones en una sola aplicación, sugerir la renovación automática de " "una suscripción a sus clientes (o una manual), y, por último, filtrar todas " "sus suscripciones para encontrar fácilmente las que necesitan renovación " "(con ayuda de la etiqueta *a renovar*)." #: ../../content/applications/sales/subscriptions/renewals.rst:23 msgid "Renew your first subscription" msgstr "Renovar su primera suscripción" #: ../../content/applications/sales/subscriptions/renewals.rst:25 msgid "" "Before renewing a subscription, be sure to check out our documentation on " "how to :doc:`Create a quotation <../subscriptions>` using subscription " "products. Indeed, once confirmed, a quotation becomes a sales order and a " "new subscription is automatically created. Therefore, this subscription has " "the status *In progress*. From there, you have the possibility to renew the " "subscription. In the Other Info tab, underneath the To Renew section, you " "can activate the *To renew* option. When activated, a yellow tag " "automatically appears in the upper right corner of the subscription." msgstr "" "Antes de renovar una suscripción, asegúrese de consultar nuestra " "documentación sobre cómo :doc:`crear una cotización <../subscriptions>` con " "los productos de suscripción. Una vez confirmada, la cotización se convierte" " en una orden de venta y se crea una nueva suscripción en automático. Por lo" " tanto, esta suscripción tiene el estado de *En progreso* y tiene la " "posibilidad de renovar la suscripción. Puede activar la opción *A renovar* " "en la sección correspondiente de la pestaña \"Más información\". Cuando se " "activa, en automático aparece una etiqueta amarilla en la esquina superior " "derecha de la suscripción." #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "Renew your subscription with Odoo Subscriptions" msgstr "Renueve su suscripción con Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/renewals.rst:38 msgid "" "The *To renew* tag is automatically ticked when a payment fails. This " "indicator also appears on the customer portal. To visualize that, you just " "have to click on the *Customer preview* button. The tag *To renew* appears " "on the top right corner." msgstr "" "La etiqueta *a renovar* aparece automáticamente cuando falla un pago. Este " "indicador también aparece en el portal del cliente. Para visualizarlo, solo " "debe hacer clic en el botón *Vista previa del cliente*. La etiqueta *a " "renovar* aparece en la esquina superior derecha." #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Customer preview of a renewal with Odoo Subscriptions" msgstr "Vista previa del cliente de una renovación con Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/renewals.rst:46 msgid "" "When a subscription needs to be renewed, you have the possibility to use a " "new button called *Renewal quotation*. By clicking on it, a new quotation is" " created. From there, start a basic sales flow allowing you to send the " "quotation by email to your customers or to confirm it. It is better to first" " *Send by email* the quotation to your customers in order to have their " "confirmation and, then, *Confirm* it in **Odoo Sales**." msgstr "" "Cuando se necesita renovar una suscripción, tiene la posibilidad de usar un " "nuevo botón llamado *cotización de la renovación*. Si hace clic en este " "botón, se crea una nueva cotización. Desde ahí, empiece un flujo de ventas " "sencillo que le permita confirmar o enviar la cotización por correo " "electrónico a sus clientes. Lo mejor es *enviarla por correo electrónico* " "para obtener la confirmación de sus clientes y después *confirmarla* en la " "aplicación de **Ventas de Odoo**." #: ../../content/applications/sales/subscriptions/renewals.rst:53 msgid "" "In the Chatter of this new quotation, it is mentioned that \"This renewal " "order has been created from the previous subscription\". Once confirmed by " "your customers, this quotation becomes a sales order and a new sale is " "mentioned in the upper right corner of the subscription." msgstr "" "En el chatter de esta nueva cotización se menciona que \"esta orden de " "renovación se creó desde la suscripción anterior\". Una vez que sus clientes" " la hayan confirmado, esta cotización se convierte en una orden de venta y " "se menciona una nueva venta en la esquina superior derecha de la " "suscripción." #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Renew a quotation with Odoo Subscriptions" msgstr "Renueve una cotización con Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/renewals.rst:61 msgid "" "By clicking on the *Sales* button, you have a summary of your sales orders " "in a list view. The only difference between your two quotations is the " "description underneath the *Subscription Management* category. There, you " "can easily visualize which one is your renewal." msgstr "" "Al hacer clic en el botón *Ventas*, obtendrá un resumen de sus órdenes de " "venta en una vista de lista. La única diferencia entre sus dos cotizaciones " "es la descripción debajo de la categoría *Gestión de suscripción*. Ahí puede" " visualizar fácilmente cuál es la renovación." #: ../../content/applications/sales/subscriptions/renewals.rst:0 msgid "Renewal as Subscription Management form in Odoo Subscriptions" msgstr "" "Renovación como formulario de Gestión de Suscripciones en Suscripciones de " "Odoo " #: ../../content/applications/sales/subscriptions/renewals.rst:70 msgid "Visualize your subscriptions to renew" msgstr "Visualice sus suscripciones a renovar" #: ../../content/applications/sales/subscriptions/renewals.rst:72 msgid "" "Finally, if you want to visualize all your subscriptions and easily find " "those to renew, you can go to your *Subscriptions dashboard* and use the " "filter *To renew*." msgstr "" "Por último, si desea visualizar todas sus suscripciones y encontrar " "fácilmente las que deben renovarse, puede ir a su *tablero de suscripciones*" " y utilizar el filtro *a renovar*." #: ../../content/applications/sales/subscriptions/renewals.rst-1 msgid "" "List view of all subscriptions and use of the filter to renew in Odoo " "Subscriptions" msgstr "" "Vista de lista de todas las suscripciones y uso de un filtro para renovar en" " Suscripciones de Odoo " #: ../../content/applications/sales/subscriptions/reports.rst:3 msgid "Reports" msgstr "Reportes" #: ../../content/applications/sales/subscriptions/reports.rst:5 msgid "" "As we know, understanding how our business is going, and where it is going, " "is key to success. And particularly so when we offer subscription services " "or products." msgstr "" "Como sabemos, conocer el estado actual de nuestro negocio y hacia dónde se " "dirige es una parte esencial del éxito. En especial si trabajamos con " "servicios o productos de suscripción." #: ../../content/applications/sales/subscriptions/reports.rst:8 msgid "" "Before getting to the heart of the matter, it is very important to recall " "certain essential concepts to the proper understanding of the following " "reports:" msgstr "" "Antes de adentrarnos más al tema, es importante recordar ciertos conceptos " "clave para poder entender los siguientes reportes:" #: ../../content/applications/sales/subscriptions/reports.rst:11 msgid "" "**Monthly Recurring Revenue (MRR)**: MRR is arguably the most important " "metric for subscription businesses. It shows the monthly revenue earned with" " subscription-based products or services. It is a consistent number used to " "track all recurring revenue over time, in monthly increments." msgstr "" "**Ingreso mensual recurrente (MRR, por sus siglas en inglés)**: El MRR suele" " ser la métrica más importante para las empresas de suscripción. Muestra los" " ingresos mensuales obtenidos por productos o servicios de suscripción. Es " "un número consistente que se utiliza para hacer un seguimiento de todos los " "ingresos recurrentes a lo largo del tiempo, por mes." #: ../../content/applications/sales/subscriptions/reports.rst:15 msgid "" "**Annual Run-Rate (ARR)**: ARR is the yearly version of MRR, which is based " "on the current MRR, to estimate the coming year's performance. However, this" " estimation does not take variations and growth into account." msgstr "" "**Proyección anual (ARR, por sus siglas en inglés)**: La ARR es la versión " "anual del MRR, basada en el MRR actual, para estimar el rendimiento del " "siguiente año. Sin embargo, esta estimación no tiene en cuenta las " "variaciones y el crecimiento." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Difference between MRR and ARR in Odoo Subscriptions" msgstr "Diferencia entre MRR y ARR en Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/reports.rst:23 msgid "" "**Non-Recurring Revenue (NRR)**: NRR shows the revenue earned for everything" " else than subscription-based products or services. This includes gains of a" " rare or unique nature that are unlikely to occur in the ordinary course of " "businesses." msgstr "" "**Ingresos no recurrentes (NRR, por sus siglas en inglés)**: Los NRR " "muestran los ingresos obtenidos por todo lo que no son productos o servicios" " de suscripción. Esto incluye ganancias poco frecuentes o únicas que " "probablemente no se produzcan en el curso ordinario de una empresa." #: ../../content/applications/sales/subscriptions/reports.rst:27 msgid "" "**Customer Retention**: Practices to engage existing customers to continue " "buying products or services from your business. Customer retention can be a " "challenge, because you must prove you are worthy of your customers' trust." msgstr "" "**Retención de clientes**: Prácticas para atraer a los clientes existentes " "con el fin de que sigan comprando productos o servicios de su empresa. La " "retención de clientes puede ser un reto, porque debe demostrar que es digno " "de la confianza de sus clientes." #: ../../content/applications/sales/subscriptions/reports.rst:31 msgid "" "**Churn Rate**: Also known as the Rate of Attrition or Customer Churn, the " "churn rate can be defined, in this case, as the percentage of subscribers " "who discontinued their subscriptions within a given time period. We can " "distinguish two types of Churn:" msgstr "" "**Tasa de cancelación**: También conocido como tasa de abandono o " "cancelación de clientes, la tasa de cancelación se puede definir como el " "porcentaje de suscriptores que cancelaron sus suscripciones en cierto " "periodo. Se pueden distinguir dos tipos:" #: ../../content/applications/sales/subscriptions/reports.rst:35 msgid "**Logo Churn**: It corresponds to the subscription cancellation rate." msgstr "" "**Rotación de clientes**: Corresponde a la tasa de cancelación de " "suscripciones." #: ../../content/applications/sales/subscriptions/reports.rst:37 msgid "" "**Revenue Churn**: It corresponds to the monthly recurring revenue loss " "rate." msgstr "" "**Pérdida de ingresos**: Corresponde a la tasa de pérdida de ingresos " "recurrentes mensuales." #: ../../content/applications/sales/subscriptions/reports.rst:40 msgid "Let's imagine a 2$ increase in a subscription service." msgstr "Imaginemos un aumento de $2 en un servicio de suscripción." #: ../../content/applications/sales/subscriptions/reports.rst:42 msgid "" "We lost 3 customers out of the initial 20, which generates a **Logo Churn** " "of 15%." msgstr "" "Perdimos 3 clientes de los 20 iniciales, lo cual genera una **rotación de " "clientes** del 15%." #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "" "Therefore, the 56$ of MRR difference out of the initial 600$ causes a " "**Revenue Churn**" msgstr "" "Por lo tanto, los $56 de diferencia de MRR de los $600 iniciales provocan " "una **pérdida de ingresos**" #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "of 9,33%." msgstr "del 9.33%." #: ../../content/applications/sales/subscriptions/reports.rst:0 msgid "Difference between logo churn and revenue churn in Odoo Subscriptions" msgstr "" "Diferencia entre el logo churn y el ingreso churn en Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/reports.rst:50 msgid "" "Reminder: even though they seem to evolve in the same direction most of the " "time, it might not be the case all the time." msgstr "" "Recordatorio: aunque parece que avanzan hacia la misma dirección, puede que " "no sea así todo el tiempo." #: ../../content/applications/sales/subscriptions/reports.rst:53 msgid "" "**Customer Lifetime Value (CLV)**: Indicates how much revenue can be " "expected for a customer during his/her entire contract. This approach " "emphasizes the importance of customer retention, shifting our focus from a " "quarterly or yearly approach to a long-term one." msgstr "" "**Valor de por vida del cliente (CLV, por sus siglas en inglés)**: Indica " "cuántos ingresos se pueden esperar de un cliente durante todo su contrato. " "Este enfoque hace hincapié en la importancia de la retención de los " "clientes, desplazando nuestra atención de un enfoque trimestral o anual a " "uno a largo plazo." #: ../../content/applications/sales/subscriptions/reports.rst:57 msgid "" "Check out the different kinds of reports you can access from the **Odoo " "Subscriptions** application." msgstr "" "Conozca los diferentes tipos de reportes a los que tiene acceso en la " "aplicación de *Suscripción de Odoo*." #: ../../content/applications/sales/subscriptions/reports.rst:61 msgid "Subscriptions analysis report" msgstr "Reporte de análisis de suscripciones" #: ../../content/applications/sales/subscriptions/reports.rst:63 msgid "" "Go to :menuselection:`Subscriptions --> Reporting --> Subscriptions`. From " "there, you can change the *Measures*. By default, Odoo uses the *Monthly " "Recurring Revenue*. In addition to that, you can choose *Quantity*, " "*Recurring Price*, *Yearly Recurring Revenue* and *Count*. For this example," " *Quantity* is added. This way, you can review both of these measures at the" " same time. You can even *Group By Start Date* and, more precisely, by " "*Week*, to get a clear view of your report." msgstr "" "Vaya a :menuselection:`Suscripción --> Reportes --> Suscripciones`. Estando " "ahí puede cambiar las *medidas*. Odoo usa el *ingreso mensual recurrente* de" " manera predeterminada. También escoger *cantidad*, *precio recurrente*, " "*ingresos anuales recurrentes* y *cuenta*. En este ejemplo, se añade " "*cantidad*. De esta manera puede revisar ambas medidas al mismo tiempo. " "Incluso puede *agrupar por fecha de inicio* o por *semana*, para obtener una" " mejor vista de su reporte. " #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Subscriptions analysis report in Odoo Subscriptions" msgstr "Reporte de análisis de las suscripciones en Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/reports.rst:74 msgid "Retention analysis report" msgstr "Reporte del análisis de retención" #: ../../content/applications/sales/subscriptions/reports.rst:76 msgid "" "Go to :menuselection:`Subscriptions --> Reporting --> Retention`. The " "default measure applied is *Count*, but you can change to the appropriate " "one for you. For the example below, *Monthly Recurring Revenue* was chosen, " "and the *Month* periodicity remains intact. By using these criteria, you can" " see the progression of the retention from its start." msgstr "" "Vaya a :menuselection:`Suscripción --> Reportes --> Retención`. La medida " "predeterminada es *cuenta*, pero puede cambiarla por la que más le convenga." " En el siguiente ejemplo se eligió *ingresos recurrentes mensuales* y la " "periodicidad de *mes* se mantiene intacta. Utilizando estos criterios, puede" " ver la progresión de la retención desde su inicio." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Retention analysis report in Odoo Subscriptions" msgstr "Reporte de análisis de retención en Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/reports.rst:86 msgid "Revenue KPIs report" msgstr "Reporte de los ingresos de KPI" #: ../../content/applications/sales/subscriptions/reports.rst:88 msgid "" "Go to :menuselection:`Subscriptions --> Reporting --> Revenue KPIs`. From " "there, you can check different KPIs: *Monthly Recurring Revenue*, *Net " "Revenue*, *Non-Recurring Revenue*, *Revenue per Subscription*, *Annual Run-" "Rate*, *Lifetime Value*, and more. You can also filter this information on " "subscriptions, companies, and sales teams. This is useful if you are looking" " for specific information." msgstr "" "Vaya a :menuselection:`Suscripción --> Reportes --> Ingresos de KPIs`. Desde" " ahí puede ver los diferentes KPIs: *ingreso mensual recurrente*, *ingresos " "netos*, *ingresos no recurrentes*, *ingresos por suscripción*, *proyección " "anual*, *valor de por vida* y más. También puede filtrar esta información " "para las suscripciones, empresas y equipos de venta. Esto es muy útil si " "busca información en específico." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Revenue KPIs report in Odoo Subscriptions" msgstr "Reporte de los ingresos de KPI en Suscripciones de Odoo " #: ../../content/applications/sales/subscriptions/reports.rst:98 msgid "" "The example below shows the *Monthly Recurring Revenue* detailed report. At " "the moment, there is no data, which is the typical scenario for a new " "business. But, as your company grows over the months, these graphs get " "populated with more and more data. Once again, you can filter these specific" " KPIs on subscriptions, companies, and sales teams." msgstr "" "El siguiente ejemplo muestra el reporte detallado del *Ingreso mensual " "recurrente*. Por el momento no hay datos, lo cual es normal para las " "empresas que van empezando. Pero, a medida que su empresa crezca a lo largo " "de los meses, estos gráficos se irán llenando con más y más datos. De nuevo," " puede filtrar KPI específicos para suscripciones, empresas y equipos de " "ventas." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Detailed MRR report in Odoo Subscriptions" msgstr "Reporte MRR detallado en Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/reports.rst:108 msgid "Salesperson dashboard report" msgstr "Reporte del tablero del vendedor" #: ../../content/applications/sales/subscriptions/reports.rst:110 msgid "" "Go to :menuselection:`Subscriptions --> Reporting --> Salesperson " "Dashboard`. This page gives you a summary of your *Monthly Recurring " "Revenue*, *Non-Recurring Revenue*, *Subscription modifications*, and *Non-" "Recurring Invoices* for each of your salespeople. You can choose the period " "you want to apply and the salesperson you want to analyze." msgstr "" "Vaya a :menuselection:`Suscripciones --> Reportes --> Tablero del vendedor`." " Esta página muestra un resumen del *ingreso mensual recurrente*, *ingresos " "no recurrentes*, *modificaciones en suscripciones* y *facturas no " "recurrentes* de cada vendedor. Puede escoger el periodo y el vendedor a " "analizar." #: ../../content/applications/sales/subscriptions/reports.rst-1 msgid "Salesperson dashboard report in Odoo Subscriptions" msgstr "Reporte del tablero del vendedro en Suscripciones de Odoo " #: ../../content/applications/sales/subscriptions/upselling.rst:3 msgid "Upsell a subscription" msgstr "Realice una venta adicional de una suscripción" #: ../../content/applications/sales/subscriptions/upselling.rst:5 msgid "" "Subscriptions are recurrent and go on indefinitely. As time passes by, our " "customers may want to modify them. We must then be able to adapt the prices " "or change the products’ quantities to accommodate their needs. Two " "situations can happen:" msgstr "" "Las suscripciones son recurrentes y se prolongan indefinidamente. Con el " "paso del tiempo, puede que nuestros clientes quieran modificarlas. Entonces " "debemos ser capaces de adaptar los precios o cambiar las cantidades de los " "productos para adaptarnos a sus necesidades. Pueden pasar dos situaciones:" #: ../../content/applications/sales/subscriptions/upselling.rst:9 msgid "" "**Loyal customers:** This kind of customers already trust you as a brand. " "Therefore, you are confident regarding what you offer since they keep paying" " for your products and services. Consequently, it is easier to sell them " "something additional than it would be to a new customer." msgstr "" "**Clientes fieles:** Este tipo de clientes ya confían en su marca. Por lo " "tanto, están seguros de lo que usted ofrece ya que siguen pagando por sus " "productos y servicios. Por lo tanto, es más fácil venderles algo adicional " "que a un nuevo cliente." #: ../../content/applications/sales/subscriptions/upselling.rst:14 msgid "" "**New customers:** For this kind of customers, you have to come with " "something new, something attractive. What about discounts? Typically, every " "subscription ends after a certain given time. Making these types of offers " "for new customers strengthens your relationships with them and also " "increases their retention." msgstr "" "**Nuevos clientes:** Para este tipo de clientes, hay que presentar algo " "nuevo, algo atractivo. ¿Descuentos? Todas las suscripciones terminan después" " de un tiempo determinado. Ofrecer este tipo de ofertas a los nuevos " "clientes refuerza su relación y aumenta su retención." #: ../../content/applications/sales/subscriptions/upselling.rst:27 msgid "" "As previously explained, to upsell a subscription to new customers, it is " "recommended to offer *Discounts*. To activate this option, go to " ":menuselection:`Sales --> Configuration --> Settings` and, under the " "*Pricing* category, you have the possibility to grant discounts on sales " "order lines." msgstr "" "Como se explicó anteriormente, para vender una suscripción a nuevos " "clientes, se recomienda ofrecer *Descuentos*. Para activar esta opción, vaya" " a :menuselection:`Ventas --> Configuración --> Ajustes` y en la categoría " "*Precios* tiene la posibilidad de ofrecer descuentos en las líneas de orden " "de venta." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Activation of the discount option in Odoo Sales" msgstr "Activación de la opción de descuento en Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/upselling.rst:36 msgid "Upsell your first subscription" msgstr "Realice una venta adicional de su primera suscripción" #: ../../content/applications/sales/subscriptions/upselling.rst:38 msgid "" "Before upselling a subscription, be sure to check out our documentation on " "how to :doc:`Create a quotation <../subscriptions>` using subscription " "products. Indeed, once confirmed, a quotation becomes a sales order and a " "new subscription is automatically created. Therefore, this subscription has " "the status *In progress*. From there, you have the possibility to upsell " "your subscription." msgstr "" "Antes de realizar una venta adicional en una suscripción, asegúrese de " "revisar nuestra documentación sobre cómo :doc:`crear una cotización " "<../subscriptions>` usando productos de cotización. Una vez confirmada, una " "cotización se convierte en una orden de venta y automáticamente se crea una " "nueva suscripción. Por lo tanto, esta suscripción tiene el estado de *En " "Progreso*. A partir de ahí, tiene la posibilidad de realizar una venta " "adicional en su suscripción. " #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Upsell your subscription with Odoo Subscriptions" msgstr "" "Realice una venta adicional en su suscripción con Suscripciones de Odoo" #: ../../content/applications/sales/subscriptions/upselling.rst:48 msgid "" "By using the smart button *Upsell*, you are able to create a new quotation " "with new subscription products and send it to your customers for approval." msgstr "" "Si usa el botón *Venta adicional* puede crear una nueva cotización con " "nuevos productos de suscripción y enviarla a su cliente para obtener su " "aprobación." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "" "Add products to your subscription via the upsell option in Odoo " "Subscriptions" msgstr "" "Agregue productos a su suscripción a través de la opción de realizar una " "venta adicional en Suscripciones de Odoo " #: ../../content/applications/sales/subscriptions/upselling.rst:56 msgid "" "When the quotation is confirmed by your customers, the products are added to" " the initial subscription. Quotation prices are, then, prorated to the " "remaining time of the current invoicing period." msgstr "" "Cuando sus clientes confirman la cotización, se añaden los productos a la " "suscripción inicial. Entonces, los precios de las cotizaciones se reparten " "entre el tiempo restante del periodo de facturación en curso." #: ../../content/applications/sales/subscriptions/upselling.rst:60 msgid "" "Of course, before sending this new quotation to your customers, you can " "change the unit price, taxes, and, even the discount you want to offer. The " "smart button *Customer preview* is useful for mimicking the customer's " "reaction. In this case, we can confidently say that the customer will *Sign " "and pay* this new quotation. When it is done, you have to go back in edit " "mode, confirm the quotation, and click on the smart button *Subscriptions* " "to visualize all updates. From there, you can see that an additional line " "has been added to the subscription with the new extra service the customer " "wanted to purchase." msgstr "" "Claro que, antes de enviar esta nueva cotización a sus clientes, puede " "cambiar el precio unitario, los impuestos e, incluso, el descuento que desea" " ofrecer. El botón inteligente *Vista previa del cliente* permite reproducir" " lo que verá el cliente. En este caso, podemos decir con seguridad que el " "cliente *firmará y pagará* esta nueva cotización. Una vez hecho esto, hay " "que volver al modo de edición, confirmar la cotización y hacer clic en el " "botón inteligente *Suscripciones* para ver todas las actualizaciones. Desde " "ahí, puede ver que se añadió una línea adicional a la suscripción con el " "nuevo servicio adicional que el cliente quería adquirir." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "Visualize all your subscriptions updates with Odoo Subscriptions" msgstr "" "Visualice todas las actualizaciones de sus suscripciones con Suscripciones " "de Odoo" #: ../../content/applications/sales/subscriptions/upselling.rst:72 msgid "" "In addition, by clicking on the *Sales* button, you have a summary of your " "sales orders in a list view." msgstr "" "Además, al hacer clic en el botón de *Ventas*, obtendrá un resumen de sus " "órdenes de venta en vista de lista." #: ../../content/applications/sales/subscriptions/upselling.rst-1 msgid "List view of all sales orders created for a subscription" msgstr "" "Vista de lista de todas las órdenes de venta creadas para una suscripción " #: ../../content/applications/sales/subscriptions/upselling.rst:79 msgid "" "The only difference between your two sales orders is the description " "underneath the *Subscription Management* category. There, you can easily " "visualize which one is your upselling." msgstr "" "La única diferencia entre sus dos órdenes de venta es la descripción debajo " "de la categoría *Gestión de suscripción*. Así podrá distinguir su venta " "adicional con facilidad."